Turning Data into Dollars Brandi Barber and Elizabeth Wojcik Computer System Innovations

Session Overview Working with your data Getting staff & key individuals on board Connecting with your donors Bringing it all together

Your Data Difficulties What is your biggest struggle with data right now?

Working with your data Where’s the data? What data should you have? Centralization is key! What data should you have? Member Involvement Leadership academy attendee becomes chapter officer Scholarship winners Chapter Activities Chapter points of pride Giving History Lifetime giving, Consecutive years, areas of interest

Put your data to work for you! Maintaining Data Keep it all in your database Get rid of rouge Excel files Moving beyond email folders Leveraging historical knowledge Put your data to work for you!

Fundraising Dashboards Dollars raised by…. Quarter/Year Campaign Fund Appeal Progress on goals Recent gifts received Use charts, lists, graphs, gauges

Fundraising Dashboards

Custom Dashboards Moves Management Gift Officer goals and metrics Campaign specific Giving Tuesday Annual Fund Housing Campaigns Chapter Scholarships

Moves Management Dashboards

Working with Staff/Volunteers Work with Fraternity! Need internal database champion Channels Linking solicitor with prospect Commonalities (chapter, location, career, major, etc.)

Working with Staff/Volunteers Automate & Integrate Save valuable staff time Forget email Collect donor visit reports online 24/7 access for staff and volunteers to the data they need

Connecting with Donors Personalization More than just “Dear Brandi,” Targeted giving amounts for online forms Make it easy for them to give! (pre-filled forms) Communication based on data points

Personalized Giving Pages

Analyzing Donors Take a step beyond Wealth Scoring Weighted scoring for engagement Specific analysis of interactions with your organization Event attendance – 10 points Volunteer with local chapter – 25 points Previous gift to Foundation – 15 points Email engagement – 5 points Complete profile – 5 points National volunteer – 30 points Alumni Dues – 10 points

Analyzing Donors

Analyzing Donors

Bringing it all together Working with your data Determine activities to track Identify what you are missing Analyze the data you do have What, if any, modifications are needed Work with staff to eliminate storing data outside database

Bringing it all together Getting staff & key individuals on board What are staff pain points? Identify your database champion Survey volunteers for highest priority reports and data points

Bringing it all together Connecting with your donors Audit current communication tools to identify integration opportunities Review online giving tools and simplify the process Define engagement metrics

Questions? Contact Us Brandi Barber bbarber@csiinc.com Elizabeth Wojcik ewojcik@csiinc.com