NOZA: Tips & Tricks Facilitator: Kami Griffiths, TechSoup Presenters: DeAndrea Russell, U.S. Fund for UNICEF Nat Caldwell, Middlebury College Michelle Linville, Options for Individuals Kathleen Rogers, NOZA July 9, 2008 Introduce myself What I do at TS, my role in MIT Previous work with CTC Webinar Conference Call: 866-740-1260; Code: 6339392

Using ReadyTalk Chat & raise hand Mute = *6, Unmute = *7 If you lose your internet connection, reconnect using the link emailed to you. If you lose your phone connection, re-dial the phone number and re-join.

You are being recorded… Online seminars will be available for replay on the TechSoup and NOZA websites. You will receive a link this afternoon.

Today’s Speakers Kami Griffiths Michelle Linville DeAndrea Russell Nat Caldwell Kathleen Rogers Volunteers Jacqui Higgins & Raquel Ogaz (NOZA Customer Support) Chris Peters & Matt Palmer (TechSoup)

What is NOZA? NOZA is the world’s largest source of searchable individual, corporate and foundation giving data.

Where does NOZA data come from? NOZA technology locates unstructured, publicly available charitable giving facts and converts them into an online searchable database. This allows NOZA users to search, download and save data anytime, quickly, easily and affordably. And this reflects the NOZA mission: To help nonprofits raise more money and spend less money doing it. Source: Annual Report 2005-06

Prospect Research Defined Prospect Research = Fundraising Intelligence Discovery and analysis of meaningful, relevant information about donors.  Information discovered ranges from the very specific to the very broad Donor's philanthropic history Donor’s career steps Larger economic trends likely to affect the donor  Discovery may include the tracking of an ongoing story (company takeover, etc.) Researchers package the information clearly and concisely and provide it the fundraising operation's front line, the gift officers.  The successful researcher is a trusty, savvy advisor to the fundraising operation's front line. In small nonprofits, the executive officer may also be the researcher and major gift officer.

Why Prospect Research Matters Research feeds the fundraising cycle and the fundraising cycle feeds your non-profit money. Help you achieve your mission and provide programs and services to local, national and international communities.

The Fundraising Cycle Research -- and NOZA -- come into play at three key phases of the cycle. Identification Cultivation Solicitation (c) Nat Caldwell 2008

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NOZA Special Offer: July 23 at TechSoup TechSoup & NOZA pleased to present exclusive offer to help your nonprofit boost its fundraising: For 8 hours only on July 23 at TechSoup Eligible organizations can request package to access 4,175 NOZA records Specially discounted $99 admin fee (retail value is $250) Learn more at www.techsoup.org (click on NOZA logo)

Continue the Discussion Have more comments about philanthropy research using NOZA? Post them on our community forums: TechSoup: www.techsoup.org/fb/index.cfm?fuseaction=forums.showSingleForum&forum=2022&cid=117& The NOZASearch Blog http://blog.nozasearch.com

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For More Information Contact: Kami Griffiths TechSoup 415-633-9392 kami@techsoup.org www.techsoup.org NOZA questions or training requests Contact: Jacqui Higgins NOZA Customer Relations Manager 1-888-964-NOZA (toll free) support@nozasearch.com