Metrics for Major Gift Fundraisers w/ Jay Love
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Metrics for Major Gift Fundraisers w/ Jay Love
- 1. Metrics for Major Gift Fundraisers
- 2. Jay B. Love • 30 Years of Technology Leadership • Over 20,000 Database Installations • Former Founder & CEO of eTapestry • Former CEO of Master Software/Fund-Master •Conner Prairie Museum Board Member • AFP Ethics Committee Chairman • Center on Philanthropy at IU Board Member • Innovation Fund at Butler University Board Member • Gleaners Food Bank Board Member • Co-Chair of Indianapolis YMCA Capital Campaign 3 Your presenter »
- 3. True confessions » • My wife and I co-chaired a $7.5M capital campaign for the YMCA. • Served on the capital campaign committee for Gleaners Food Bank ($14M). • Worked closely on my wife’s $3M endowment campaign for a public school foundation. • I am not a CFRE. • I have never been a paid fundraiser. • I am a major gift/legacy donor to five nonprofits.
- 4. True confessions (cont.) » • Sales and marketing executive since 1975 (40 yrs). • Successfully launched and/or built five companies/divisions to serve the nonprofit world. • Areas of expertise: • Sales processes and metrics • Financial processes and metrics • Finding the right people to do everything else
- 5. Metrics »
- 6. 1. Focus on what truly moves the needle 2. Don’t forget about communications 3. Big picture for board of directors 4. Personal KPIs (Key Performance Indicators) 5. Major gift funnel Metrics »
- 12. Public (Big Screen) Metrics »
- 13. Sales Metrics »
- 14. Sales Metrics »
- 15. Sales Metrics »
- 16. Major Gift KPI March Goal March Actual New Prospects Total Prospects Appointments Set Appointments Kept Gift Proposal $s Asks Made Gifts Secured
- 17. Major Gift KPI September Goal September Actual New Prospects 15 17 Total Prospects 105 98 Appointments Set 35 38 Appointments Kept 30 29 Gift Proposal $s $500,000 $431,000 Asks Made 12 11 Gifts Secured $200,000 $224,000
- 18. Major Gift KPI March Goal March Actual New Prospects Total Prospects Outgoing Emails Outgoing Phone Calls Letters Sent Asks Made Gifts Secured
- 19. Major Gift KPI September Goal September Actual New Prospects 15 17 Total Prospects 105 98 Outgoing Emails 500 558 Outgoing Phone Calls 250 243 Letters Sent 50 40 Asks Made 12 11 Gifts Secured $200,000 $224,000
- 20. Major Gift KPI March Goal March Actual
- 21. Reporting »
- 26. 26
- 27. • Recency and pattern of giving • Cash donors vs. sustaining donors • # of years giving + • Upgrade / Downgrade + - • Lapsed - • Event attendance + • Opens email + • Click links in emails + • Unsubscribes from email - • Has stated communication preferences + • Has inbound interactions + • Has soft credits + • Volunteers + Automatic Engagement Factors »
- 29. Social Media Track/measure your efforts: • Facebook Page Insights (free)
- 30. Facebook
- 31. Social Media Track/measure your efforts: • Facebook Page Insights (free) • YouTube Analytics (free)
- 32. YouTube
- 33. Social Media Track/measure your efforts: • Facebook Page Insights (free) • YouTube Analytics (free) • Google Analytics (free)
- 34. Google Analytics
- 35. Social Media Track/measure your efforts: • Facebook Page Insights (free) • YouTube Analytics (free) • Google Analytics (free) • Followerwonk (Twitter) (free)
- 37. Social Media Track/measure your efforts: • Facebook Page Insights (free) • YouTube Analytics (free) • Google Analytics (free) • Followerwonk (Twitter) (free) • Social Crawlytics (free)
- 39. Social Media Track/measure your efforts: • Facebook Page Insights (free) • YouTube Analytics (free) • Google Analytics (free) • Followerwonk (Twitter) (free) • Social Crawlytics (free) Affordable Paid Tools: • Crowdbooster • Viralheat
- 41. Free educational resources » https://bloomerang.co/resources •Daily blog post •Weekly webinar •Downloadables •Nonprofit Wrap-Up •Bloomerang TV
Notas do Editor
- Describe each row then pass out blanks to be filled in by attendees
- Describe the new rows # 3, 4, 5 then pass out blank sheets to be filled in by attendees
- Now create your own!
- Donor Engagement
- Filter down to Social Media only
- Careful who you reach and interact with, others know the influencers!
- 3rd Party summary of all Social Networks, shows traffic to your web site