This presentation has been prepared exclusively for members of: Jon Biedermann Vice President,...

This presentation has been prepared exclusively for members of:

Jon BiedermannVice President, Fundraising Solutions

SofterWare, Inc.

(800) [email protected]

Introduction-Why are we here? DonorPerfect Background Why Use Fundraising Software? Who Supplies Fundraising Software? What Does it Cost? Summary Q & A

Agenda

Products Developed by SofterWare, Inc. DonorPerfect and DonorPerfect Online EZ-CAMP2 for Camp Management EZ-CARE2 for Childcare Administration MMS School Management Software

Over 14,000 diverse clientsOne of the two largest fundraising solutions providersOver 120 experienced staff membersComprehensive services Training Data conversion Technical Support

Over 25 years of financial strength We will be there when you need us Committed to giving nonprofits a choice

Company OverviewCompany Overview

You WILL Raise More Money!

You WILL Save Time!

Why Fundraising Software at ALL?

One Year Revenue Growth(2006 – 2007)

0%

5%

10%

15%

20%

25%

Survey of 1,000 Nonprofits with

Fundraising Software

All 1.5 Million US Nonprofits

21%

4%*

Quick Fact:

Only ~4% of U.S. Nonprofits use

Fundraising Software

*Source: Giving USA Report

Source: DonorPerfect

You WILL Raise More Money! How?


1. Constituent Relationship Management (CRM)

2. Targeted Fundraising Efforts

3. Powerful Reporting & Analysis

Store and manage data for all constituents in one database.

Donors Members Volunteers Board Members Special Event Participants Corporations & Foundations

Constituent Relationship Management

Benefits: Everyone is working with the same up-to-date information. No need to ever re-enter information. Quickly sort, select and access the data to perform any task. Instant duplicate record checking at time of entry.

Sophisticated tools for… Linking related records Coding Filtering donor attributes

helps you understand your donor’s relationship to…

Your Organization Other Organizations Each other


For example: Donor A and Donor B work for the same

company Donor A told you their company will

match their donation CRM software tracks everyone who

works at that company You can get a matching gift from Donor

B as well – increasing your total gift amount!


Focus your solicitations on prospects that maximize gift amounts and give you the best return on investment.

Targeted Fundraising Efforts

How?1. Fundraising software lets you create filters on: Specific constituents demographic Particular giving history Recency of last giftThe #1 Predictor of Future Giving Frequency of giving Gift Sizes (I.E., don’t ask a $1000 donor for only $10) Any other filter you want!



How?2. Merge the exact data you want into: Mailings Emails Call Lists Export file for your mail house

Benefit:Most fundraising software enables personalized communications to one, all or a selected group of constituents at one time – a big time saver!



How?3. Contact Management lets you: Maintain a record of letters, solicitations, calls, other contacts Assign due dates and reminder lists Create “to do” lists for every user of needed follow-up tasks Some systems automate these workflows with business

rulesBenefit:With automated business rules, you’ll never forget the next important task, whatever you deem that task to be – you have control!



How?4. Major Donor Cultivation: 80% of donations usually come from less than 20% of donors Group contact activities into a moves management campaign

• Development staff can plan, coordinate and track major donor development efforts as part of a campaign



How?5. Special Event Management:

Some software lets you manage events like golf outings, galas, ___-a-thons, etc.

Event participants and fees Auction gifts and purchases Table assignments and more

All good solutions will include powerful reporting and analysis tools to

Track donors Uncover hidden trends Refine solicitation activities Analyze your results Make better business decisions

You should also be able to easily modify and create your own unique, professional reports.

Powerful Reporting & Analysis

Powerful Reporting & AnalysisCampaign Effectiveness

Powerful Reporting & AnalysisDonation Summaries and Analyses

Powerful Reporting & AnalysisGrant Tracking

Powerful Reporting & AnalysisConstituent Reporting

You WILL Save Time! How?


• Automate time-consuming tasks

• Integrated fundraising tools

Processing Donations Step 1 – Record

• Enter gifts online, once or in a batch Some solutions offer gift scanners

Step 2 – Recognize• Every gift will get automatically acknowledge

with the most appropriate, personalized letter. Step 3 – Manage

• Gifts can be reported in many ways, including GL codes Automatically post to Accounting programs

Automate Time-Consuming Tasks

Automated Workflows Some solutions offer ways to automate works

based on specific business rules• Example: If a gift of $500 or more is entered, an email

notification can be sent to the Development Director and a telephone call can be set up

• Other examples: Send email notifications to one or more staff Setup a future contact Update a field Display a popup message Display a specified URL

Automate Time-Consuming Tasks

Benefit:Save time and eliminate errors & missed opportunities due to forgetfulness

Good fundraising software will integrate and synchronize with other systems and tools using:

API (Application Program Interfaces) XML Toolkits Import Tools Export Tools

Many of these tools will save time AND help you raise more money!

Integrated Fundraising Tools

Integrate with tools that expand the power of your fundraising solution & reduce data entry:

Accounting software Your website* Wealth screening tools* Other databases Social network fundraising tools* Sponsored event tools Email tracking Web content management Auction systems Payment processing*

Integrated Fundraising Tools

Your Website Integrated Fundraising Tools

Good fundraising solutions offer integrated forms for constituent interactions that match your website

Online donations Event registration Information requests Volunteers/Memberships Fundraising item sales

Integrate paymentprocessing and donor data with your software

Benefits: Eliminate data entry Improve convenience for donors Reduce postage/mailing costs Increase sign-ups, donations and web activity

Wealth Screening Tools Integrated Fundraising Tools

Prospect research tools provide invaluable data on donor giving capacity:

Real estate holdings Pension and income data Philanthropic and biographical data Stock ownership Much more!

Integrated this data toenhance and focus:

Major donor development Moves management efforts Appropriate “Ask” levels for solicitations Targeted annual or capital campaigns

Vendors like: • WealthEngine• NOZA• Many others

Social Network Fundraising Integrated Fundraising Tools

Personalized fundraising web pages that make it easy for event participants or constituents to solicit donations on your behalf:

Sponsored events Tribute giving Viral campaigns Group/Team fundraising Much more!

Integrate paymentprocessing and donor data with your software

Acknowledgements Future solicitations / new constituent development

Payment Processing Integrated Fundraising Tools

Your software should offer a variety of fully integrated tools for every type of credit card & bank draft processing, including:

One-time payments – staff entered Constituent-initiated (online) payments Automatic collection of monthly pledges

• Monthly payments of one-time gift

• Recurring gift program

Quick Tip from AFP International Conference

Question – How did Exxon became the largest, most profitable company ever in the history of the world?

Answer – They’ve always taken every credit card ever created to make it easy to buy from them.

Take-away – Nonprofits should worry less about transaction costs and fees and make it easy for potential donors to give the way they want to. In the future, you can ask them to switch to a less expensive method.

Over 25 companies Most are small, 4-5 person shops ‘Vertical’ market vendors

• DonorPerfect, Blackbaud products, Donor2, Telosa

The company is just as important as the software!

Longevity Financial strength Range of services and support Overall good reputation

• Balance a few bad stories with overall good reputation• Ask for relevant references (your mission, location, size)

Who Supplies Fundraising Software?

Costs License Fees Support ** Training ** Data Conversion Optional Modules

Online Giving/Credit Cards Prospect Research Broadcast Email

Professional Services ($$$$)

**If your organization can’t afford the ongoing support or training,it can’t afford the software!!

Costs Very Small Non Profit

Less than 500 Donors < $1500 / Year

Small – Medium Non Profit 500 – 25,000 Donors $4000 - $10,000 Upfront, $1,000/year

Larger Non Profits 20,000 – 250,000 Donors $10,000 - $50,000 Upfront, $1200-$5,000/year

Enterprise Non Profits 100,000 (+) Donors $100k+ Upfront, Tens of Thousands / Year

Summary Why Fundraising Software at ALL?

Raise More Money Save Time…

So that you focus on your mission! (Follow-up YouTube Video)

http://www.youtube.com/watch?v=bCQjbxPFhYs

Thank You!Questions & Answers???

Jon BiedermannVice President, Fundraising Solutions

SofterWare, Inc.

(800) [email protected]

This presentation has been prepared exclusively for members of: Jon Biedermann Vice President,...

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Transcript of This presentation has been prepared exclusively for members of: Jon Biedermann Vice President,...