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Data2Donors:
DATA OUT – WealthEngine
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.
D) Type your question and click Send to submit it to the presenters.
A
B
C
D
Get Involved
Julia Riseman and Kevin [email protected] [email protected]
Haven’t you seen this slide enough times already?
1. Announcements
2. Remaining questions about
AlumniFinder
3. Looking Ahead
4. WealthEngine Data Out
instructions
Agenda
1. WealthEngine Representative
joining us next week
2. Tracking records, progress, and
$ raised by 2015.
• $ raised from D2D
• $ raised from major donor
prospects
3. Harold’s investment – and ROI
Announcements
Don’t forget Tracking Records
Your questions about AlumniFinder
Quality of results? How often should Camp use AlumniFinder
for data? What to do with date-of-birth information? Deceased – keep in database? Will the WealthEngine results be as difficult
to upload? Other questions?
Facebook: Camp Sabra
Data2Donors Ahead:
January: WealthEngine upload and learning
February: Major Donor Prospect list and Donor
Profiles
March: Training volunteers to help raise $ from
prospects
April: Data on-going care and feeding
Help shape February’s webinar
Use the chat function to type your answers to these
questions
Use this scale for short hand AND leave us your
comments:
(4) Highly skilled (3) skilled (2) weak (1) never done it (0)
not sureA. How skilled are you at pulling reports of giving
histories from your database? B. Do you have a current list of major donor prospects?C. How skilled are you at donor prospect research? D. How skilled are you at creating a donor profile?E. How skilled are your volunteers at reviewing prospect
lists? F. Where would you like more education?
Deadline for submitting records to Kevin – TOMORROW 5 pm!• ALL records, not limited to just Alumni
One-on-one meetings with Kevin to import results into your database next week• Might need to create new fields
Results back around Tuesday, Jan. 28th
What to do with the results covered in Jan. 28th WebinarNext week’s speaker from WealthEngine• Includes one year subscription to WealthEngine
WealthEngine Data Upload
Include:- Contacts with a good US Address- NOT Canadian
Note: Please let us know if you have any UK contacts with Addresses
Internal ID # Reserved Salutation
First Name
Middle Name
Last Name Suffix Address Address 2 City State Zip Gift Total
Years Given
# of Gifts
Last Gift Amount
100 Mr. Kevin Martone67 Hunt Street Suite 100 Agawam MA 01001 $1518 5 5 $18
Last Gift Date
Largest Gift Amount
Largest Gift Date Reserved
Date of Birth Age
Home Phone
Business Phone Employer Reserved Reserved
Spouse First Name
Spouse Middle Name
Spouse Last Name Camp Email
3/24/2013$1000 1/15/2010 413-439-1974
Harold Grinspoon Foundation Andrea Martone Camp Wonderful
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
Sign Up for Re-import Assistance
Homework
Data to Kevin by 5 pm tomorrowAttend one-on-one meetings with
Kevin next weekOffice Hours Thursday at 3 pmSee you next Tuesday – to learn
more about how to use WealthEngine
Questions?
