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Training materials for the LiquidScore capability in Sphere for YWCAs. LiquidScore helps to identify the wealth and liquidity of the people in the sphere database.
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Sphere Training
QUICK WINS FOR YWCAs
This series of free sessions is intended help YWCAs get more out the Sphere product. Each
30 minute session will offer attendees new skills that can be immediately put to use.
QUICK WIN SERIES
Session 1 - Reporting Basics: Using Sphere’s financial reporting tools to help stakeholders understand the business
Led by David Beebe on Jan 21, 1PM ET
Session 2 - Using Sphere’s LiquidScore function to help identify giving capacity and focus stewardship/cultivation efforts
Led by Dennis Chyba on Jan 22, 1PM ET
Session 3 - Special Events 101: Using Sphere’s registration forms to allow online event registration
Led by David Beebe on Feb 4, 1PM ET
Session 4 - Email Basics: Using Sphere’s email tools to market and communicate
Led by Dennis Chyba on Feb 5, 1PM ET
Quick Wins for YWCAs
Housekeeping
� Today’s presenter: Dennis Chyba
� 30 minutes of instruction, followed by open floor for questions
� Additional resources available to YWCAs (at no cost):
• Library of self paced trainings within Sphere
• Log into Sphere-> Choose Training & Support Menu Option-> Self-paced Courses
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• Log into Sphere-> Choose Training & Support Menu Option-> Self-paced Courses
• Case Central for non critical questions & instruction: www.blackbaud.com/support
• Phone support: 858.795.3111
Quick Wins for YWCAs
Today’s Session – Using Sphere’s LiquidScore
� Learning Objectives:
1. Liquid Score – what is it?
2. The real value of liquidity in fundraising.
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3. Maximizing impact while wearing 3 hats.
Quick Wins for YWCAs
Today’s Session - Using Sphere’s LiquidScore
� Agenda
• Definitions
• Capturing Data
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• Understanding Information
• Using Knowledge
Quick Wins for YWCAs
LiquidScore – What is it?
� Image funnel with $
� Stocks, bonds, bank deposits, mutual funds, annuity assets
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Quick Wins for YWCAs
Value of LiquidScore
� High >$400k
� Target Major Gifts
� Upgrade Annual Gifts
� ID Leadership
� BUT…
• Capture
• Use
• Relevancy
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ID Leadership
� Drive Advocacy
Quick Wins for YWCAs
Capture Data – Home Address
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Quick Wins for YWCAs
#1 - Capture Data – Home Address
� Contact Forms
� Donation Forms
� Events
� Advocacy
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Advocacy
� Offline Registrations
� Offline Donations
Quick Wins for YWCAs
#2 - Create a landing page
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Quick Wins for YWCAs
Most Recent – Target Quick Follow Up
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Must make follow up calls…
So much to do, how to determine?
Quick Wins for YWCAs
Most Active – Sort by Liquid Score
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Who is signing up for a newsletter?
Making an online gift?
Registering for a program?
Quick Wins for YWCAs
Automated Follow up – Recurring Emails
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Quick Wins for YWCAs
Opportunity Management – Cultivate the BEST Gift
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Quick Wins for YWCAs
Focus where it matters MOST
Committed Target
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Connected
Casual
Cultivate
Automate
Quick Wins for YWCAs
Segmentation
� Relevant Content
� Dynamically Generated
� Web, Email & Newsletter
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Quick Wins for YWCAs
To Do Tomorrow, better yet TODAY
1. Define all ways collecting data.
2. How much is in Sphere? Import rest.
3. Query High LiquidScores and review results. Do you know them?
4. Set up landing page and summary reports.
5. Establish effective stewardship practices.
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These you can do tomorrow ☺
1. Call donors.
2. Invite those who are marginally involved to become more involved.
3. Provide relevant content.
4. Automate where possible.
5. Ask for more information.
Quick Wins for YWCAs
Questions & Answers
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