DonorPerfect

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This presentation has been prepared exclusively
for members of
Jon BiedermannVice President, Fundraising
Solutions SofterWare, Inc. (800)
220-8111jbiedermann_at_donorperfect.com
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Agenda

• Introduction-Why are we here?
• DonorPerfect Background
• Why Use Fundraising Software?
• Who Supplies Fundraising Software?
• What Does it Cost?
• Summary
• Q A

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Company Overview

• Products Developed by SofterWare, Inc.
• DonorPerfect and DonorPerfect Online
• EZ-CAMP2 for Camp Management
• EZ-CARE2 for Childcare Administration
• MMS School Management Software
• Over 14,000 diverse clients
• One of the two largest fundraising solutions
  providers
• Over 120 experienced staff members
• Comprehensive services
• Training
• Data conversion
• Technical Support
• Over 25 years of financial strength
• We will be there when you need us
• Committed to giving nonprofits a choice

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Why Fundraising Software at ALL?

• You WILL Raise More Money!
• You WILL Save Time!

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One Year Revenue Growth(2006 2007)
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Quick Fact Only 4 of U.S. Nonprofits use
Fundraising Software
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Survey of 1,000 Nonprofits with Fundraising
Software
All 1.5 Million US Nonprofits
Source DonorPerfect
Source Giving USA Report
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Why Fundraising Software at ALL?

• You WILL Raise More Money!
• How?

• Constituent Relationship Management (CRM)
• Targeted Fundraising Efforts
• Powerful Reporting Analysis

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Constituent Relationship Management

• Store and manage data for all constituents in one
  database.
• Donors
• Members
• Volunteers
• Board Members
• Special Event Participants
• Corporations Foundations

• Benefits
• Everyone is working with the same up-to-date
  information.
• No need to ever re-enter information.
• Quickly sort, select and access the data to
  perform any task.
• Instant duplicate record checking at time of
  entry.

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Constituent Relationship Management

• Sophisticated tools for
• Linking related records
• Coding
• Filtering donor attributes

• helps you understand your donors
  relationship to
• Your Organization
• Other Organizations
• Each other

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Constituent Relationship Management

• For example
• Donor A and Donor B work for the same company
• Donor A told you their company will match their
  donation
• CRM software tracks everyone who works at that
  company
• You can get a matching gift from Donor B as well
  increasing your total gift amount!

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Targeted Fundraising Efforts

• Focus your solicitations on prospects that
  maximize gift amounts and give you the best
  return on investment.

• How?
• 1. Fundraising software lets you create filters
  on
• Specific constituents demographic
• Particular giving history
• Recency of last gift?The 1 Predictor of Future
  Giving
• Frequency of giving
• Gift Sizes (I.E., dont ask a 1000 donor for
  only 10)
• Any other filter you want!

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Targeted Fundraising Efforts

• Focus your solicitations on prospects that
  maximize gift amounts and give you the best
  return on investment.

• How?
• 2. Merge the exact data you want into
• Mailings
• Emails
• Call Lists
• Export file for your mail house

BenefitMost fundraising software enables
personalized communications to one, all or a
selected group of constituents at one time a
big time saver!
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Targeted Fundraising Efforts

• Focus your solicitations on prospects that
  maximize gift amounts and give you the best
  return on investment.

• How?
• 3. Contact Management lets you
• Maintain a record of letters, solicitations,
  calls, other contacts
• Assign due dates and reminder lists
• Create to do lists for every user of needed
  follow-up tasks
• Some systems automate these workflows with
  business rules

BenefitWith automated business rules, youll
never forget the next important task, whatever
you deem that task to be you have control!
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Targeted Fundraising Efforts

• Focus your solicitations on prospects that
  maximize gift amounts and give you the best
  return on investment.

• How?
• 4. Major Donor Cultivation
• 80 of donations usually come from less than 20
  of donors
• Group contact activities into a moves management
  campaign
• Development staff can plan, coordinate and track
  major donor development efforts as part of a
  campaign

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Targeted Fundraising Efforts

• Focus your solicitations on prospects that
  maximize gift amounts and give you the best
  return on investment.

• How?
• 5. Special Event Management
• Some software lets you manage events like golf
  outings, galas, ___-a-thons, etc.
• Event participants and fees
• Auction gifts and purchases
• Table assignments and more

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Powerful Reporting Analysis

• All good solutions will include powerful
  reporting and analysis tools to
• Track donors
• Uncover hidden trends
• Refine solicitation activities
• Analyze your results
• Make better business decisions
• You should also be able to easily modify and
  create your own unique, professional reports.

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Powerful Reporting Analysis
Campaign Effectiveness
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Powerful Reporting Analysis
Donation Summaries and Analyses
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Powerful Reporting Analysis
Donation Summaries and Analyses
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Powerful Reporting Analysis
Donation Summaries and Analyses
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Powerful Reporting Analysis
Grant Tracking
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Powerful Reporting Analysis
Constituent Reporting
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Powerful Reporting Analysis
Constituent Reporting
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Why Fundraising Software at ALL?

• You WILL Save Time!
• How?

• Automate time-consuming tasks
• Integrated fundraising tools

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Automate Time-Consuming Tasks

• Processing Donations
• Step 1 Record
• Enter gifts online, once or in a batch
• Some solutions offer gift scanners
• Step 2 Recognize
• Every gift will get automatically acknowledge
  with the most appropriate, personalized letter.
• Step 3 Manage
• Gifts can be reported in many ways, including GL
  codes
• Automatically post to Accounting programs

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Automate Time-Consuming Tasks

• Automated Workflows
• Some solutions offer ways to automate works based
  on specific business rules
• Example If a gift of 500 or more is entered, an
  email notification can be sent to the Development
  Director and a telephone call can be set up
• Other examples
• Send email notifications to one or more staff
• Setup a future contact
• Update a field
• Display a popup message
• Display a specified URL

BenefitSave time and eliminate errors missed
opportunities due to forgetfulness
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Integrated Fundraising Tools

• Good fundraising software will integrate and
  synchronize with other systems and tools using
• API (Application Program Interfaces)
• XML Toolkits
• Import Tools
• Export Tools
• Many of these tools will save time AND help you
  raise more money!

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Integrated Fundraising Tools

• Integrate with tools that expand the power of
  your fundraising solution reduce data entry
• Accounting software
• Your website
• Wealth screening tools
• Other databases
• Social network fundraising tools
• Sponsored event tools
• Email tracking
• Web content management
• Auction systems
• Payment processing

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Integrated Fundraising Tools
Your Website

• Good fundraising solutions offer integrated forms
  for constituent interactions that match your
  website
• Online donations
• Event registration
• Information requests
• Volunteers/Memberships
• Fundraising item sales
• Integrate paymentprocessing and donor data with
  your software

• Benefits
• Eliminate data entry
• Improve convenience for donors
• Reduce postage/mailing costs
• Increase sign-ups, donations and web activity

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Integrated Fundraising Tools
Wealth Screening Tools

• Prospect research tools provide invaluable data
  on donor giving capacity
• Real estate holdings
• Pension and income data
• Philanthropic and biographical data
• Stock ownership
• Much more!
• Integrated this data toenhance and focus
• Major donor development
• Moves management efforts
• Appropriate Ask levels for solicitations
• Targeted annual or capital campaigns

• Vendors like
• WealthEngine
• NOZA
• Many others

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Integrated Fundraising Tools
Social Network Fundraising

• Personalized fundraising web pages that make it
  easy for event participants or constituents to
  solicit donations on your behalf
• Sponsored events
• Tribute giving
• Viral campaigns
• Group/Team fundraising
• Much more!
• Integrate paymentprocessing and donor data with
  your software
• Acknowledgements
• Future solicitations / new constituent development

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Integrated Fundraising Tools
Payment Processing

• Your software should offer a variety of fully
  integrated tools for every type of credit card
  bank draft processing, including
• One-time payments staff entered
• Constituent-initiated (online) payments
• Automatic collection of monthly pledges
• Monthly payments of one-time gift
• Recurring gift program

Quick Tip from AFP International
Conference Question How did Exxon became the
largest, most profitable company ever in the
history of the world? Answer Theyve always
taken every credit card ever created to make it
easy to buy from them. Take-away Nonprofits
should worry less about transaction costs and
fees and make it easy for potential donors to
give the way they want to. In the future, you can
ask them to switch to a less expensive method.
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Who Supplies Fundraising Software?

• Over 25 companies
• Most are small, 4-5 person shops
• Vertical market vendors
• DonorPerfect, Blackbaud products, Donor2, Telosa
• The company is just as important as the software!
• Longevity
• Financial strength
• Range of services and support
• Overall good reputation
• Balance a few bad stories with overall good
  reputation
• Ask for relevant references (your mission,
  location, size)

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Costs

• License Fees
• Support
• Training
• Data Conversion
• Optional Modules
• Online Giving/Credit Cards
• Prospect Research
• Broadcast Email
• Professional Services ()

If your organization cant afford the ongoing
support or training, it cant afford the
software!!
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Costs

• Very Small Non Profit
• Less than 500 Donors
• lt 1500 / Year
• Small Medium Non Profit
• 500 25,000 Donors
• 4000 - 10,000 Upfront, 1,000/year
• Larger Non Profits
• 20,000 250,000 Donors
• 10,000 - 50,000 Upfront, 1200-5,000/year
• Enterprise Non Profits
• 100,000 () Donors
• 100k Upfront, Tens of Thousands / Year

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Summary

• Why Fundraising Software at ALL?
• Raise More Money
• Save Time
• So that you focus on your mission!
• (Follow-up YouTube Video)http//www.youtube.com/w
  atch?vbCQjbxPFhYs

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Thank You!
Questions Answers???
Jon BiedermannVice President, Fundraising
Solutions SofterWare, Inc. (800)
220-8111jbiedermann_at_donorperfect.com