Maximizing Alumni Finder Results for Donor Engagement
Data2Donors:
Data2Donors:
DATA IN -
DATA IN -
AlumniFinder
AlumniFinder
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.
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Get Involved
Julia Riseman and Kevin Martone
Julia@hgf.org
Kevin@hgf.org
Sorry
I can’t join you
today!
I’m presenting at a Board
meeting right now.
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Google Doc sign up sheet
http://bit.ly/D2DImport
(case sensitive)
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Announcements
Don’t forget
Tracking Records
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Finding good new addresses is not good enough
Get back in touch with long-lost Alumni
Implement Welcome Packets
Volunteers to personalize contact
Track first-contact in database
Don’t give up on missing information – keep
working the problem
Facebook: Camp Sabra
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Next Week: “Data Out”
February – Creating a top donor prospect list
March – Supporting Major Donor Fundraising
Talk with your Camp Mentor and schedule March training
April – Data hygiene / end of program
Benefits of WealthEngine
Submitting your data
Deadline for submitting your records
Check you are submitting them correctly
(Office Hour on Thursday)
When you will get the results back
WealthEngine Data Upload
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Remove names with no address information
Remove names from outside the US
UK records?
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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., emails only in email 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
JT Piribek
Account Director
AlumniFinder, a division of AccuData Integrated
Marketing
Kevin: Welcome to No More Dusty Records.
Growing your base of support for recruitment and fundraising starts with a commitment to unearth old and dusty records and get as many entered correctly into your database.
Our latest Webinar - "No More Dusty Records" - will show you how to find and reconnect with your alumni and other constituents.
This Webinar will start in just a minute
Leveraging the Alumni Finder data effectively is essential for engaging with potential donors. The presentation discusses strategies such as reconnecting with alumni, personalizing contact, tracking interactions, and ensuring data accuracy. It emphasizes the importance of proactive communication and continuous effort in fundraising endeavors.
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Presentation Transcript
Data2Donors: DATA IN AlumniFinder Data2Donors: DATA IN - - AlumniFinder
Get Involved 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. A B B) Audio Pane Select audio format. Click Audio Setup to verify Speakers & Microphone. C C) Questions Pane Attendees can submit questions and review answers. D D) Type your question and click Send to submit it to the presenters.
Julia Riseman and Kevin Martone Julia@hgf.org Kevin@hgf.org Sorry I can t join you today! I m presenting at a Board meeting right now.
Agenda 1. Announcements 2. Data IN AlumniFinder 3. Your appointment with Kevin 4. Looking Ahead WealthEngine 5. AlumniFinder Presentation
Announcements 1. Appointment with Kevin: GO right now and sign up at: Google Doc sign up sheet http://bit.ly/D2DImport (case sensitive) Careful of double entries 2. Use of Flags for D2D 3. Deadline for data out (WealthEngine) next week Wednesday, 5 PM EST
Dont forget Tracking Records
Data In 1. Results of AlumniFinder 2. Uploading the results 3. Appointment with Kevin
AlumniFinder What to do with the results? (A message from Julia - who isn t here!) Finding good new addresses is not good enough Get back in touch with long-lost Alumni Implement Welcome Packets Volunteers to personalize contact Track first-contact in database Don t give up on missing information keep working the problem
Data2Donors Ahead: Next Week: Data Out February Creating a top donor prospect list March Supporting Major Donor Fundraising Talk with your Camp Mentor and schedule March training April Data hygiene / end of program
Benefits of WealthEngine Submitting your data Deadline for submitting your records Check you are submitting them correctly (Office Hour on Thursday) When you will get the results back
WealthEngine Data Upload Internal ID # First Name Middle Name Last Name Years Given # of Gifts Last Gift Amount Reserved Salutation Suffix Address Address 2 City State Zip Gift Total 67 Hunt Street 100 Mr. Kevin Martone Suite 100 Agawam MA 01001 $1518 5 5 $18 Spouse First Name Spouse Middle Name Spouse Last Name Last Gift Date Largest Gift Amount Largest Gift Date Date of Birth Home Phone Business Phone Reserved Age Employer Reserved Reserved Camp Email Harold Grinspoon Foundation kevin@hgf. org 3/24/2013$1000 1/15/2010 413-439-1974 Andrea Martone Camp Wonderful Include: - Contacts with a good US Address - NOT Canadian Note: Please let us know if you have any UK contacts with Addresses
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., emails only in email 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
JT Piribek Account Director AlumniFinder, a division of AccuData Integrated Marketing
