Maximizing Alumni Finder Results for Donor Engagement
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
