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Welcome! We will be starting the training session shortly. If you are experiencing technical difficulties, please visit www.CandidateProject.org/help www.CandidateProject.org/help to read frequently asked webinar tech questions.
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Fundraising Tools and Data Tuesday, July 31, 2012 Presented by Susan Markham
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CandidateProject.org/academy
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Presenter: Susan Markham
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OBJECTIVES: ‣ By the end of this session, you will understand what data and tools are necessary for your local campaign’s fundraising program, and know the best tactics for achieving your fundraising goals.
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AGENDA: Data ‣ What you need in a database ‣ How to maintain a database Tools ‣ Raisers ‣ Call time ‣ Events
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‣ Segmenting different types of donors ‣ Tracking contacts ‣ Tracking pledges ‣ Reporting WHY DATA MATTERS:
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‣ Online Databases ‣ Excel KINDS OF DATABASES
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TYPES OF DATA Fundraising ‣ Prospects ‣ Pledges ‣ Donations ‣ Notes ‣ Contact information ‣ Ask amounts ‣ History
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TYPES OF DATA Reporting ‣ Name ‣ Address ‣ Occupation ‣ Employer ‣ Other information specific to the locality where you’re running
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MAINTAINING A DATABASE ‣ Collect business cards ‣ Update ask/pledge information ‣ Get info need for reporting when you get the check ‣ Note HOW the contribution was collected ‣ Have a system
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FUNDRAISING: Communicating to potential donors in a clear and precise way how they benefit from your campaign.
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As part of your campaign Strategy Budget Fundraising Fundraising activities and your schedule should reflect your budget and strategy.
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Fundraising Tactics
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Strategize
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‣ Raisers ‣ Call Time ‣ Meetings ‣ Events ‣ Online FUNDRAISING TOOLS
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Raisers
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CALL TIME
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MAKING THE ASK
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‣ It’s hard ‣ Practice makes perfect ‣ Message and a specific ask are key ‣ Call time is sacred UNDERSTANDING CALL TIME
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MEETINGS
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EVENTS
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‣ ALWAYS have a ticket price ‣ Recruit a motivated host committee ‣ Follow up phone calls to invitees ‣ Market your event for the appropriate audience ‣ Registration MAKING EVENTS SUCCESSFUL
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ONLINE FUNDRAISING
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‣ In the context of the campaign message ‣ Takes advantage of opportunistic moments ‣ Driven by deadlines ‣ Provides a compelling theory about how the money will change the race. ONLINE WORKS BEST WHEN...
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Making Contributions with EASE
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QUESTIONS? CandidateProject.org/academy
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