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Learn a repeatable method for getting purposeful & personal with VIP donors & prospects - informed by the data you work so hard to collect.
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Sponsored by:A Service
Of:
Culivating VIPs with Data
Jennifer Darrouzet
April 10, 2012
Sponsored by:A Service
Of:
Protecting and Preserving the
Institutional Memories of
Nonprofits Since 1993
www.cjwconsulting.com
(866) 598-0430
Sponsored by:A Service
Of:
Affordable collaborative data
management in the cloud.
Sponsored by:A Service
Of:
Today’s Speaker
Jennifer DarrouzetCommon Ground Product Development,
Convio
Hosting:
Cheri J Weissman, CJW Consulting & Services, Inc.Assisting with chat questions: April Hunt, Nonprofit Webinars
5©2012 Convio, Inc. | Page
Cultivating VIPs
with Data
A repeatable method for getting
purposeful & personal with VIP
donors & prospects
6©2012 Convio, Inc. | Page
Presenters
Jennifer DarrouzetSr. Strategist
Common Ground CRM from Convio
Cheri WeissmanFounder/Owner
CJW Consulting & Services, Inc.
7©2012 Convio, Inc. | Page
Recognition/Cultivation
Step
Timeline
$1
-
$249
$250
-
$499
$500
-
$999
$1,000
and up
Action
Thank You Letter, Signed by ED
with Tax Info (On Letterhead)
Within 24 hours X X XX
Print Letter for ED
to Sign
Handwritten Thank You Note with
Pet Photo
48 hours X X X X Provide Card
Phone Call from ED or
Development Director
48 hours X
X X Provide Number
Note from Furry Friends Board
Chair
2 weeks X X Send Board Chair
Info, Card
Call from Furry Friends Board
Member
Within 2 weeks X Provide Number
Mission Moment: Invitation to
Tour Shelter, Mobile Spay/Neuter
Clinic, etc.
As Appropriate Today’s
focus
Send Invite
Note from Volunteer Shelter
Worker, Veterinarian, Adopter,
etc
2 months X
Identify, Give
Stationery
Holiday Cards Send in
November
Every Year
X X X XPut Together
Mailing List
Donor Listing in “The Scoop”
Annual Report
Annual X X X X
Invite to “Wag and Purr”
Donor Appreciation Event
Annual X X X X Plan, Organize
8©2012 Convio, Inc. | Page
Concept: High-Value Volunteering
9©2012 Convio, Inc. | Page
• Chat in your org’s name and mission
• 2 groups will get creative concepts on this call
• Submit your org now!
10©2012 Convio, Inc. | Page
Get theGuide
11©2012 Convio, Inc. | Page
Strategic planning: data says “who”
• Who?
Donors
12©2012 Convio, Inc. | Page
• Who else??
Donors
Prospects
Strategic planning: data says “who”
13©2012 Convio, Inc. | Page
• Why?
Strategic planning: data says “why”
14©2012 Convio, Inc. | Page
• What?
• Review profiles for PATTERNS of skills & expertise
• Similar employers, industries, hobbies, etc.
Strategic planning: data says “what”
15©2012 Convio, Inc. | Page
• What?
Strategic planning: data says “what”
16©2012 Convio, Inc. | Page
• What?
Strategic planning: data says “what”
17©2012 Convio, Inc. | Page
• Tailored to concept & audience
• Do you have their home addresses?
• Do you have their work addresses?
• Do you track times they are available to volunteer?
Strategic planning: “where” & “when”
18©2012 Convio, Inc. | Page
Technology can help
The “How”
19©2012 Convio, Inc. | Page
• Let’s hear some “on-the-fly” creative concepts!
20©2012 Convio, Inc. | Page
Thank you!
Learn more
• Reach out: [email protected] or 1.888.528.9501
• Or visit on your own time: www.commongroundcrm.com
• Browse the “See How It Works” video library (3-10 minute previews)
Sponsored by:A Service
Of:
Upcoming Tech Tuesday Webinars
Dates Topic
4/17 CRM Software for Nonprofits
4/24 Increasing Productivity With Google Apps & Gmail Tools
Register at NonprofitWebinars.com
Sponsored by:A Service
Of:
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