Donor Relations: Using Data Management to Strengthen Community Connections Moderated by: Kristin Miller, Clark Miller Consulting Panelists: Michelle Donahoe, Sycamore History Museum Kimberly Perri, KishHealth System Foundation Heather Short, TAILS Humane Society
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Donor Relations:Using Data Management to
Strengthen Community Connections
Moderated by: Kristin Miller, Clark Miller Consulting
Panelists: Michelle Donahoe, Sycamore History Museum
Kimberly Perri, KishHealth System Foundation
Heather Short, TAILS Humane Society
To build a sustainable Development Program, organizations MUST:
1. Retain Donors
2. Acquire Donors
Fundraising Effectiveness Project
http://www.afpnet.org/files/ContentDocuments/FEP2016FinalReport.pdf
Importance of Donor Relations
Fundraising Effectiveness ProjectCollaboration between AFP /Urban Institute began in 2006
• For every $100 gained, $91 is lost• Greatest losses are from lapsed NEW donors
• Average Donor Retention rate was 46% in 2014 and 2015• First time average donor retention rate was 29%
• Report shows growth in giving rates by budget size
http://www.afpnet.org/files/ContentDocuments/FEP2016FinalReport.pdf
Importance of Donor Relations
Analogy
1. Data Management – Good data management supports the fundraising process and makes it easier for NPOs to
systematically engage donors and prospects.
2. Donor Communication – Key messages and calendar of activities that combine to cultivate and steward
donors throughout the fiscal year. Segmentation based on relationship of the donor to the organization.
Two-Step Process
Michelle Donahoe
Executive Director
Sycamore History Museum
Two year giving history
10 year giving history
Donation summary
10 year giving history
Form for pledges, donations and membership
Prospect Report
Kim Perri
KishHealth System Foundation
Grants and Development Associate
Raiser’s Edge screen shots – BIO 1 Tab
Raiser’s Edge screen shots – BIO 2 Tab
Raiser’s Edge screen shots – Relationships Tab
Raiser’s Edge screen shots – Appeals Tab
Heather Short
Development/Events Manager
TAILS Humane Society
Queries & Reports
Communications & Database
Donor Communication
Sycamore History Museum
Communication: Fund Raiser
Monthly Newsletter
November 5, 2015
Dear
What do the following organizations have in common?
Boy Scouts of America, Troop 16 ~ DeKalb County Community Foundation ~ DeKalb County Forest Preserve District ~ Ellwood House Museum ~ Master Gardeners of
DeKalb County ~ Midwest Museum of Natural History ~ Northern Illinois Food Pantry ~ Northern Illinois University (NGOLD, History Department, Museum Studies program,
Public Administration program, and Fine Arts Department) ~ Sycamore Public Library ~ Sycamore High School ~ Sycamore School District’s OSCAR program ~ University of
Illinois Extension
These are our partners. SHM may be small, but we have a huge impact in our community because we collaborate with other resourceful organizations throughout our community. This allows us to
reach new audiences, offer programs SHM alone would not be able to support, and
impact more people without additional resources.
These partnerships are a result of building relationships, establishing trust, and creatively thinking of new ways to work together. Consequently, this year we were able to reach the following groups: Over 200 children who used our gardens as an outdoor classroom Over 225 students who experienced learning about local history in authentic learning places (the DeKalb County Community Foundation’s Freight Room and DeKalb
County Forest Preserve District’s 1835 Miller Cabin) Over 170 people were first time visitors or attendees to SHM programs. Visitors from over 27 zip codes who came to see our award winning exhibit “Connecting a Community: How One Railroad Shaped a Small Town.”
We ask for your support in the Sycamore History Museum’s important work through participating in our Annual Giving Program. Consider a donation of $50, $100, $250 or more to reach our goal of $5000. To learn more about SHM’s awards, events, exhibits, and collection, visit sycamorehistory.org. Checks can be sent to Sycamore
History Museum, P.O. Box 502, Sycamore, IL 60178 or you may pay donate by credit card at our secure on-line site: sycamorehistory.org/get-involved/support.
Thank you for your gift.
Beth Helton, Board President
Solicitation Letter
Thank You Letter
KishHealth System Foundation
Fall newsletter
Hospice Appeal Letter
Reply Device
Acknowledgement Letter
TAILS Humane Society
Donor Communications
Q&A Session
THANK YOU!
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