Where Does Waldo Work? Maximizing Employment Data Sponsored by AFP and HEP Carl Pitruzzello HEP Development Services AFP Member July 14, 2011.

Where Does Waldo Work?Maximizing Employment Data Sponsored by AFP and HEP

Carl Pitruzzello

HEP Development Services

AFP Member

July 14, 2011

Learning Objectives

How to obtain employment information from your constituents

Apply employment information more effectively in advancing the mission of your organization

Establish and improve matching gift information internally and with your donors

Tools to increase your matching gifts income Reactive Proactive

Where Does Waldo Work? And why do I care?

Employment information is key in major gift prospect identification

Employment information and contact numbers are critical elements for major gift fundraisers

Employment information will help drive a more effective matching gift program

Where Does Waldo Work?

Who needs Waldo’s work information: Major Gifts and Leadership programs to contact Annual Giving for Matching Gifts Dollars Prospect Identification for Research, Major Gifts,

Volunteers and Members Corporate/Fdn to maintain, expand relationships. Records to clean, connect, enhance value

Where Does Waldo Work? Internal sources for finding employment

information Staff Fellow constituents Events Telemarketing solicitations Survey’s Asking for update info on your website Social networking sites

Where Does Waldo Work?

Keep up with the sources

Where Does Waldo Work?

External sources of employment information Individual Employer Government

Tax records Real estate holdings Securities filings

Research Companies

Where Does Waldo Work? Research companies

With name, address, e-mail, research is possible across many publicly available databases

Corporate Affiliations (Lexis/Nexis) provides work data (Search-one at a time) Over 1 million personnel names and titles

HEP Data offers “Employer Find” (Search Many at one time) Mines more than 100 databases (w/import capability) Meshes with matching gift identification service…

Characteristics of a Successful Matching Gift Program

Key Matching Gift Stats

CAE –Matching Gifts Statistics

Data Elements: the Building Blocks

Sample Email Append Results

Employer Find Sample Results

Biggest Challenge

Small Non Profit Example

Sample Letter July 1, 2011

Mr. and Mrs. David M. Smith 818 Broadway Ave New York, NY 10011

Dear Mr. and Mrs. Smith:

Got a match?

We recently received your gift to YOUR ORG HERE, and we are most grateful for it. You may not know, however, that your gift could be matched by your company if you contact your human resources department for the correct form to send us.

After you send us the matching gift form, we will let your employer know about your generosity, and all three of us will be philanthropic partners. You will feel good about helping support all the good teaching and Real-Life Learning at YOUR ORG HERE; your company will take its place among other similar companies seeking to be good corporate citizens; and the YOUR ORG HERE will be enhanced by both gifts.

This is your opportunity to double your philanthropy. We will be doubly grateful.

We hope to hear from you soon, when you return your matching gift form from your company.

Sincerely,

STAFF NAME

Director of Corporate & Foundation Relations

Waldo’s Summary

Efforts to maintain current employment information can benefit organizations in many ways

Individuals are the best source of employment information and should be solicited for this information at multiple points of contact

Companies are increasingly providing services that will research employment information for nonprofit organizations

Matching Gifts potential can be identified and increased with more employment data from donors

Reactive/Proactive/ROI

E-match Page – Reactive – Immediate Email Append – Proactive – immediate/multiple

ROI Employer Screening – Proactive – Great ROI Automatch – Proactive Immediate ROI

Further Questions?

Carl Pitruzzello [email protected] 860-655-0839

Joan Graham [email protected] 954-598-4571