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Slides from Blackbaud Forum at New York Law School on Feb 10, 2012 highlighting the new features coming in 7.92 this spring.
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NEW FEATURES
You spoke, we listened!• Easier to use Queries
• Query lists• Where’s my query used?
• Events
02/13/2012 2
• Better record keeping improvements
• Preventing duplicates• Import, search, constituent entry and duplicate report
• Export Categories
• Built-in Market Intelligence
• Resource Center
QUE RY L IS T S
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QUE RY L IS T S
QUERY LISTS: AVAILABLE FOR CONSTITUENT, INDIVIDUAL, ORGANIZATIONAL QUERIES
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QUERY LISTS: AVAILABLE FOR CONSTITUENT, INDIVIDUAL, ORGANIZATIONAL QUERIES
1
2
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1. Automatically suppresses duplicates, default columns
2. Ability to add or remove constituent/s from the query list
3. Query List can be used every where a query is currently being used in the system
QUERY LISTS
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WHERE IS MY QUERY BEING USED?
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E V E NT PART IC IPANT S UP DAT E S
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E V E NT PART IC IPANT S UP DAT E S
MARKING ATTENDEES & UPDATED NUMBERS ABOUT EVENT
1
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DUP L ICAT E P RE V E NT ION
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DUP L ICAT E P RE V E NT ION
DUPLICATE PREVENTION ALGORITHM
Incorporated an algorithm to prevent duplicates
• Uses first name, last name, middle initial, suffix, address, phone number and email
• Phone and Email have been added to Constituent Search
• Used in constituent search, import and duplicate report
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• Used in constituent search, import and duplicate report
• Prevent adding duplicate constituents individually and through import
• Intelligently shows the best results• Shows the best results with the strongest matches at the top
• Fuzzy search• Still returns results even if you misspell something on the record
or in the search
NEW CONSTITUENT SEARCH
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DUPLICATE CHECK ON ADD
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IM P ORT RE P ORT
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IM P ORT RE P ORT
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DUPLICATE REPORT
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1 2
EXPORT CATEGORIES
1
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RESOURCE CENTER IN RE
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RE7.92
THE GIVING SCORE
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Helps you raise more money by: • Giving you the power to target and identify your
best supporters• Saving you time and money by knowing who to
invest in• Improving efficiency with managing your supporters in RE
THE GIVING SCORE™
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The Giving Score™ Applies Smart Analytics to your Database:• Segments your constituents into four unique groups• Focuses cultivation and solicitation efforts on who is likely and
capable to give
How we do it:• Target Analytics looked at hundreds of external demographic and
financial characteristics and combined that data with historical giving information from your organization to build the score
S CORING Y OUR DATABAS E
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S CORING Y OUR DATABAS E
SCORING YOUR DATABASE
1
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SCORING YOUR DATABASE
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SCORING YOUR DATABASE
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SCORING YOUR DATABASE
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SCORING YOUR DATABASE
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SCORING YOUR DATABASE
1
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SCORING YOUR DATABASE
1
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WHERE DO THE SCORES SHOW UP IN RE?
2
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1
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THE GIVING SCORE: THE FANS
Who are they?• Fans tend to by loyal donors or
may be high scoring non-donors• They have a high affinity for your
organization and are passionate about your mission
FANAcquire & Upgrade
VIPCultivate &
Steward
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• They are likely to give you a gift when asked and have the potential to be upgraded to higher ask amounts
• Strong annual donors and many are potential prospects for planned gifts
LongShotQualify & Inspire
AcquaintanceMinimize & Monitor
CAPACITY TO GIVE
THE GIVING SCORE: FAN STRATEGY
• The Goal• Retain and Upgrade to larger gifts
• The Strategy• Retain their support through
personalized appeals and keep them on your list for potential upgrades
• The Action
FANAcquire & Upgrade
VIPCultivate &
Steward
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• The Action• Ask for higher ask amounts over
time• Focus on upgrade potential and
moving to a high end annual donor and future mid-level or major donor
LongShotQualify & Inspire
AcquaintanceMinimize & Monitor
CAPACITY TO GIVE
THE GIVING SCORE: THE ACQUAINTANCES’
Who are they:• They are the most challenging
people to acquire as donors• They may be new to your
organization and not had an opportunity to give or they may have no interest in your mission
FANAcquire & Upgrade
VIPCultivate &
Steward
02/13/2012 32
have no interest in your mission• They scored very low due to
having no capacity or affinity to make a gift
• Most likely non-donors
LongShotQualify & Inspire
AcquaintanceMinimize & Monitor
CAPACITY TO GIVE
THE GIVING SCORE: ACQUAINTANCE STRATEGY
• The Goal• Reduce Costs and Staff Time
• The Strategy• Minimize investment as the
majority of these individuals do not have interest or capacity to make a gift
• Monitor if there is tie to the
FANAcquire & Upgrade
VIPCultivate &
Steward
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• Monitor if there is tie to the organization in some other way (i.e. young alumni)
• The Action• Do not mail to this group of
individuals• Use inexpensive tactics like email• Monitor those with ties to the
organization to tailor your communication plan
LongShotQualify & Inspire
AcquaintanceMinimize & Monitor
CAPACITY TO GIVE
THE GIVING SCORE: THE LONG-SHOTS
Who are they:• LongShots have high capacity to
give but have little to no relationship with your organization
• They may be wealthy people who were manually added to your
FANAcquire & Upgrade
VIPCultivate &
Steward
02/13/2012 34
were manually added to your database or attended a special event
• They need to be sold on your mission
LongShotQualify & Inspire
AcquaintanceMinimize & Monitor
CAPACITY TO GIVE
THE GIVING SCORE: LONG-SHOT STRATEGY
• The Goal• Qualify potential VIPs
• The Strategy• Inspire them with mission driven
stories about your organization’s impact on the community
• The Action
FANAcquire & Upgrade
VIPCultivate &
Steward
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• The Action• Identify and qualify major gift
potential and focus investment on long term cultivation.
LongShotQualify & Inspire
AcquaintanceMinimize & Monitor
CAPACITY TO GIVE
THE GIVING SCORE: THE VIP
Who are they:• VIPs are proven, loyal donors or
may be a newly discovered prospect who has been flying under the radar
• They have high affinity and high
FANAcquire & Upgrade
VIPCultivate &
Steward
02/13/2012 36
• They have high affinity and high capacity to make a gift to your organization and they are waiting to be asked for a gift
LongShotQualify & Inspire
AcquaintanceMinimize & Monitor
CAPACITY TO GIVE
THE GIVING SCORE: VIP STRATEGY
• The Goal• Encourage VIP’s to give a major gift
• The Strategy• Cultivate them with high-touch, personal
communication• Your VIPs are the supporters who should
receive your greatest attention
• The Action
FANAcquire & Upgrade
VIPCultivate &
Steward
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• The Action• Understand previous history with your
organization- refine the list using giving history
• Contact immediately!• Identify hard assets and other indicators
of wealth with WealthPoint for Raiser’s Edge
• Use face-to-face meetings and solicitations from you or your board members
LongShotQualify & Inspire
AcquaintanceMinimize & Monitor
CAPACITY TO GIVE
W E ALT HP OINT F OR T HE RAIS E R’S E DGE
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W E ALT HP OINT F OR T HE RAIS E R’S E DGE
WEALTHPOINT DATA SOURCES
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WEALTHPOINT
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GIV ING S CORE RE P ORT
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GIV ING S CORE RE P ORT
GIVING SCORE REPORT
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GIV ING S CORE DAS HBOARDS
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GIV ING S CORE DAS HBOARDS
GIVING SCORE DASHBOARDS
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GIV ING S CORE QUE RY
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GIV ING S CORE QUE RY
GIVING SCORE QUERY
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BEYOND 7.92…
MOBILE FUNCTIONALITY
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Data Portability- Optimized presentation of constituent
information for smartphone- Up-to-date information for constituent
profiles—no more printing static copies- Access recent gift data- No more lugging around binders or laptops- Add constituents as Favorites for offline
access
MOBILE FUNCTIONALITY
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access - Leverage native smartphone functions like
click-to-call, mapping, email, text
Ease of Update- Meet users where they are used to working- Add/edit notes and call reports on the
road—right into the constituent record- Complete your assigned actions and add
new actionsTargeted Release Date: 1H12
MOBILE FUNCTIONALITY
02/13/2012 49
Prototype products you will be seeing are under development and are subject to change prior to commercial release.
Targeted Release Date: 1H12