© 2014 Jenzabar, Inc. Presented by Elicia Winner & Esther Hay, Grove City College Things Development Officers Love About EX!

© 2014 Jenzabar, Inc.  Our gift officers have come to appreciate how easily we can customize the DE module and our reports to fit their needs – here are a few items they have come to rely on Prospects tied to solicitors through relationships Year over Year Standard Metrics Report Notepad as a snapshot for activity Zip Radius reports to plan trips Gift Officers and the Jenzabar Development Module

© 2014 Jenzabar, Inc. All development officers are tied to each prospect in their portfolio via relationships Prospects are split into categories by relationship code. DMG1 – gift in next 12 months DMG2 – gift in months DQUA – prospect in qualification DSTW – prospect in stewardship Prospect Assignments

© 2014 Jenzabar, Inc.  Useful because officers can easily flip through their portfolio and see pertinent info through customized front screen Prospect Ties

© 2014 Jenzabar, Inc.  Standard report used to measure fundraising progress year over year  Distributed weekly throughout the year to key staff, as well as at the end of each month, and produced on an as-needed basis  Measures key metrics: Restricted Giving, Unrestricted Giving, Estate Giving, Ketler Society Members, New Donors, Alumni Participation, and LYBUNTs Year over Year “Metrics” Report

© 2014 Jenzabar, Inc. “Metrics” Report – Top Half

© 2014 Jenzabar, Inc. “Metrics” Report – Bottom Half

© 2014 Jenzabar, Inc. Year over Year “Metrics” Report  Comprised of seven nested reports, all passing a common retrieval argument (month/day)

© 2014 Jenzabar, Inc. Year over Year “Metrics” Report  Passes a “string” retrieval argument to all nested reports comprised of month/day

© 2014 Jenzabar, Inc.  Each nested report retrieves all gifts since report starts tracking, and then using computed columns to split them into the appropriate year Year over Year “Metrics” Report

© 2014 Jenzabar, Inc.  Each nested report retrieves all gifts since report starts tracking, and then using computed columns to split them into the appropriate year Year over Year “Metrics” Report

© 2014 Jenzabar, Inc.  Front end of each nested report displays computed columns into correct format/place, and computes the % change Year over Year “Metrics” Report

© 2014 Jenzabar, Inc.  A snapshot of activity with the constituent Gift officers love seeing all contact in one place  Record Mailings  Track Event Attendance  Archive correspondence, biographical information and photos  Track gift officer activity and next steps  Track phone-a-thon caller notes  Record any involvement with the College Notepad & Launch Links

© 2014 Jenzabar, Inc. Our favorite notepad tool – “Launch Link”

© 2014 Jenzabar, Inc.  Launch link will bring up pdf of mailing in question, allowing gift officer to open while on the phone with a constituent, and see the same thing the constituent is seeing Launch mailing PDFs and more….

© 2014 Jenzabar, Inc. Create custom reports in Infomaker based on a specific Notepad Action

© 2014 Jenzabar, Inc. Zip Radius – Grove City’s “EX Zips” IT created program – stores zip codes and then matches them to records that fit your criteria in Infomaker

© 2014 Jenzabar, Inc.  Zipcodedownload.com Purchased database of zip codes

© 2014 Jenzabar, Inc.  Purchased distance radius tool from same vendor for SQL Server scripts to calculate distance – saved programming time – one time cost Purchased distance radius tool

© 2014 Jenzabar, Inc.  IT created a report in Infomaker that prompts for a starting zipcode and a radius in miles  The report returns all zip codes in the database within that radius using purchased scripts  You can then save zip codes to Excel, remove the +4 data, and then paste into the EX Zips program Retrieve zip codes within radius

© 2014 Jenzabar, Inc.  Pasting zip codes into the EX Zips window loads them into a custom table, you can then tie to the table in your criteria and any report will only return records in the radius  You load the program per user – so putting your ID numbers tells it which set of zip codes to look at Add to Infomaker criteria

© 2014 Jenzabar, Inc.  If you run the same report all the time and need a radius for it, we can use syntax mode with retrievals and get the exact data instead of just zip codes (saves a step!) Using syntax mode

© 2014 Jenzabar, Inc.  All Alumni Event invitations – we pull everyone with ANY address within a radius of the event, and then mail to their current address (so snowbirds get FL invites in the summer – in case they are visiting)  Gift Officers run a radius report before any trip and map those within area (includes key prospect/wealth ratings as well) How we use it (some examples)

© 2014 Jenzabar, Inc.  Esther Hay – Grove City College    Elicia Winner – Grove City College   Any Questions?