AP Fundraising Part 1 - NiUG Presentations/Fundraising Part 1... · FUNDRAISING PART 1 –THE...

9/13/2016

1

FUNDRAISING PART 1 – THE MECHANICS

ROBERT LANE, PH.D., LANE SERVICES, LLC

PRESENTER

• Robert Lane, Ph.D. – CEO, Lane Services, LLC

– CEO, Lane Services, LLC (since 2003)

– Authorised iMIS Fundraising Professional

– Certified iMIS Professional

– PhD in Information Systems (dissertation on fundraising software)

– Use iMIS Fundraising with COMMON Education Foundation (board member & ‘iMIS Guy’)

– Fundraising since college

– Presented sessions at NiUG AP since 2013

9/13/2016

2

AGENDA

• The basics – terminology

• Pledges v. Requests

• Set-up options (funds, campaigns, appeals, oh my!)

• Fundraising Profile (desktop)

• Fundraising dashboard (staff site)

• Donor Profiles on Staff Site

• Moves Management/Planned Giving/Major Gift Management

WHAT CAN YOU DO WITH FUNDRAISING

FUNDRAISING?

• Internet giving & processing

• Membership dues billing with voluntary gifts included

• Special events may be designated as fundraising events

(using the events module)

• Premium processing (t-shirts, mugs, etc.)

• Close integration with the relationships module

• Installment pledge billing

• Works with IQA, Opportunity Management, Acquisition

Management & Marketing Suite (Campaign,

Segmentation & RFM Analysis)

• Standard reporting

• Use iParts to show campaign progress charts/graphs

9/13/2016

3

FUNDRAISING TERMINOLOGY

• Appeal – a short-term activity with a specific objective & a specific instance of a request (e.g. mass mailing, telemarketing event, fun run) – Appeals are not required in iMIS

• Campaign – an orchestrated fundraising effort that lasts a certain period of time and may contain a series of appeals (e.g. erect a new building, capital campaign) –Campaigns are not required in iMIS

FUNDRAISING TERMINOLOGY

• Fund – a legal entity within an organization with a separate set of books (e.g. endowment fund, building fund) – A fund designation is required in iMIS

• Distribution – Preset combination of a fund, campaign, and appeal (not necessary to have all three) that determines how the gift or pledge is recorded (i.e. the account #) – A distribution is required in iMIS

9/13/2016

4

FUNDRAISING TERMINOLOGY

• Donor club – A method to recognize the various levels of giving (e.g. Century Club - $100-$499; Benefactor - $500-$999; Patron - $1,000-$4,999)

• In-Kind Contribution – A non-cash contribution with monetary value (e.g. professional services, equipment, supplies). An in-kind contribution is usually used within 12 months

FUNDRAISING TERMINOLOGY

• Pledge – A donor agrees to make a payment sometime in the future. It may be a one-time contribution or one made in installments. If an initial payment is made at the time of the pledge, the initial payment is treated as a gift or down payment on the pledge. This creates A/R.

• Request – A method of recording an appeal that you are reasonably confident will result in a gift or pledge. A request is recorded at the time it happens. This does not create A/R.

9/13/2016

5

SET –UP OPTIONS

• Fund

• Campaign

• Appeal

• Distribution/Premium

• Donor Club

FUND (ENTITY)

9/13/2016

6

CAMPAIGN

APPEAL

9/13/2016

7

DISTRIBUTION/PREMIUM

DONOR CLUB

9/13/2016

8

FUNDRAISING REPORTS

STANDARD REPORTS (DESKTOP/AAC)

• Appeal Activity

• Appeal Performance

• Campaign Activity

• Campaign Performance

• Distribution by Campaign

• Distribution Activity

• Distribution Performance

• Pledge Forecast

• Response Analysis

• Solicitor Performance

• Donor Renewal

• Donor Analysis

• Donor Trend

• First, Greatest, Last

• Geographical Analysis

• Gift Range

• LYBUNT

• SYBUNT

• Top ‘N’ Donor

• Yearly Giving Comparison

9/13/2016

9

IQA – PRE-DEFINED BUSINESS OBJECTS

• CsDonations

• CsDonationsDetail

• CsDonorDetail

• CsAppeal

• CsCampaign

• CsPledges

• CsSalutations

• CsSolicitorData

• CsName_FR

• CsTrans

• CsInvoice

• Donation

• Gift

• GiftHistory

• GiftHistorySummary

• GiftsReceived

ENTER/EDIT GIFTS - OVERVIEW

9/13/2016

10

ENTER/EDIT GIFTS – DONOR INFORMATION

ENTER/EDIT GIFTS – SPLIT GIFTS AMONG

FUNDS

9/13/2016

11

ENTER/EDIT GIFTS – NOTES

(PERTAINING TO THIS GIFT)

ENTER/EDIT GIFTS – INSTALLMENT

PLEDGES

9/13/2016

12

SOFT CREDIT

ATTACH PREMIUM TO APPEAL (CLICK

PREMIUM BOX)

9/13/2016

13

SELECT PREMIUM DURING GIFT ENTRY

STAFF SITE – FIND FUNDS (DISTRIBUTIONS)

9/13/2016

14

STAFF SITE – ENTER GIFT ‘ON BEHALF OF’

STAFF SITE – ENTER GIFT ‘ON BEHALF OF’

9/13/2016

15

STAFF SITE – PROCESS GIFT

FUNDRAISING PROFILE (CRYSTAL)

9/13/2016

16

STAFF SITE DONOR DATA

STAFF SITE GIVING HISTORY

9/13/2016

17

STAFF SITE FUNDRAISING DASHBOARD

STAFF SITE DASHBOARD QUERIES

9/13/2016

18

STAFF SITE DASHBOARD QUERIES

STAFF SITE DASHBOARD QUERIES

9/13/2016

19

MAJOR / PLANNED GIVING

(MOVES MANAGEMENT)

DESIGNATE AS MOVES MANAGER

9/13/2016

20

ASSIGN DONORS/PROSPECTS TO MANAGER

SET CULTIVATION PLAN & UPDATE

ACTIVITIES

9/13/2016

21

QUESTIONS??

WITH THANKS TO OUR SPONSORSNIUG DISCOVERY CONFERENCE