Data 2 Dono rs : DATA OUT – WealthEn gine

A) Grab Tab – Click red arrow to open/close Control Panel. Click square to toggle Viewer Window between full screen/window mode. Click mic icon to mute/unmute your audio. B) Audio Pane – Select audio format. Click Audio Setup to verify Speakers & Microphone. C) Questions Pane – Attendees can submit questions and review answers. D) Type your question and click Send to submit it to the presenters. A  B  C  D  Get Involved

Julia Riseman and Kevin Martone Haven’t you seen this slide enough times already?

1.Announcements 2.Remaining questions about AlumniFinder 3.Looking Ahead 4.WealthEngine Data Out instructions Agenda

1.WealthEngine Representative joining us next week 2.Tracking records, progress, and $ raised by $ raised from D2D $ raised from major donor prospects 3.Harold’s investment – and ROI Announcement s

Don’t forget Tracking Records

Your questions about AlumniFinder Quality of results? How often should Camp use AlumniFinder for data? What to do with date-of-birth information? Deceased – keep in database? Will the WealthEngine results be as difficult to upload? Other questions?

Facebook: Camp Sabra

Data2Donors Ahead: January: WealthEngine upload and learning February: Major Donor Prospect list and Donor Profiles March: Training volunteers to help raise $ from prospects April: Data on-going care and feeding

Help shape February’s webinar Use the chat function to type your answers to these questions Use this scale for short hand AND leave us your comments: (4) Highly skilled (3) skilled (2) weak (1) never done it (0) not sure A.How skilled are you at pulling reports of giving histories from your database? B.Do you have a current list of major donor prospects? C.How skilled are you at donor prospect research? D.How skilled are you at creating a donor profile? E.How skilled are your volunteers at reviewing prospect lists? F.Where would you like more education?

Deadline for submitting records to Kevin – TOMORROW 5 pm! ALL records, not limited to just Alumni One-on-one meetings with Kevin to import results into your database next week Might need to create new fields Results back around Tuesday, Jan. 28 th What to do with the results covered in Jan. 28 th Webinar Next week’s speaker from WealthEngine Includes one year subscription to WealthEngine

WealthEngine Data Upload Include: -Contacts with a good US Address -NOT Canadian Note: Please let us know if you have any UK contacts with Addresses Internal ID #ReservedSalutation First Name Middle Name Last NameSuffixAddressAddress 2CityStateZipGift Total Years Given # of Gifts Last Gift Amount 100Mr.KevinMartone 67 Hunt StreetSuite 100AgawamMA01001$151855$18 Last Gift Date Largest Gift Amount Largest Gift DateReserved Date of BirthAge Home Phone Business PhoneEmployerReserved Spouse First Name Spouse Middle Name Spouse Last NameCamp 3/24/2013$10001/15/ Harold Grinspoon FoundationAndreaMartoneCamp Wonderful org

Check Your Data Before Submitting Remove names with no address information Remove names from outside the US UK records? Keep ALL the addresses are good Make sure all states are official State or Province abbreviations Check all columns – is the correct type of data in that column for all records? i.e., s only in field? Note additional fields – i.e., Spouse information Make sure you have your Camp name in the Camp field for every record you submit Verify that the ID field you have in the spreadsheet is the official ID in your database and will allow us to re-import the data based on that ID

Sign Up for Re-import Assistance

Homework Data to Kevin by 5 pm tomorrow Attend one-on-one meetings with Kevin next week Office Hours Thursday at 3 pm See you next Tuesday – to learn more about how to use WealthEngine