Using Tech to Level Up Engagement and FundraisingHOW A PRIVATE HIGH SCHOOL CREATED AN INTEGRATED, DATA-DRIVEN ADVANCEMENT STRATEGY THROUGH BLACKBAUD AND ITS PARTNERS

Dr. Jamila Sinlao Zanette, Mercy High SchoolDr. Jay Le Roux Dillon, Almabase, Inc.

Jay

@jayldillon

JamilaADVISORY BOARD MEMBER

ALMABASE

ALUMNAE RELATIONS MANAGER

MERCY HIGH SCHOOL

I’m so tapped in terms of resources I can’t do everything I want. There must

be something technology can do to help. But I bet it’s too complicated and

hard to implement. Oh well.

YOU?

All-in-one constituent management

• Event ticketing

• Email marketing

• Giving / payment processing

• Online community

• Data studioAmong first to partner with Blackbaud on Payments API

Mercy High School Burlingame, CA

All-girls catholic college prep

6,500 contactable alumnae

Before 2018 had 2 FTE in advancement

New in 2018:

• Alumnae Relations Manager

• Advancement Services ManagerFirst Blackbaud Merchant Services

Payments API partner with Almabase

Mercy High School AdvancementGoals

1. Grow the Annual Fund while beginning the quiet phase of a Capital Campaign

2. Increase alumnae participation and involvement

3. Introduce a monthly alumnae newsletter

Challenges

• Out-of-date contact information

• Small staff

• Lack of alumnae communication

• Tracking alumnae careers and successes

• Creating a sustained engagement program

Solution Requirements

a. Work with Blackbaud Raiser’s Edge NXT®

b. Simple email marketing

c. Easy event management

d. Built-in engagement metrics

e. Alumnae Directory/Map, Groups, Messaging

f. Robust career & mentoring tools

Almabase+

Blackbaud Raiser’s Edge NXT+

Blackbaud Merchant Services

Almabase and Blackbaud working together

Front-end constituent ease of use

• Events RSVP

• Online community

• Giving & crowdfunding

• Job postings & mentoring platform

Back-end ease of integration

• Payments API; processing & reconciliation

• Recurring gifts

• Reporting

• Data integration

• Facebook & LinkedIn profile sync

Payments APIdelivered via

CONSTITUENT COMMUNITY EXPERIENCE• Designed with

engagement in mind

• Customized for the values of the community

• Sign-in and data sync with Facebook and LinkedIn

PAYMENT SCREEN• Simple and streamlined

for even the most techno-limited constituent

Payment screens leverage Blackbaud Checkout

BLACKBAUD MERCHANT SERVICES WEB PORTAL• All the information

in single place (your CFO and IT folks will love you)

• Streamlines reconciliation and saves staff time

DATA SYNC• Auto push and

manual merge with Blackbaud Raiser’s Edge NXT

• Data sync with Raiser’s Edge 7

Events

Giving

Contact info

Reduced data entry time by 5x, or .5 FTE

With the right technology in place, any organization can level up its

engagement and fundraising.

Mercy High School – Using Technology to Level Up

60% of constituent profiles updated with new contact

or employment information captured via Almabase.

60%

95% of alumnae constituents are now

contactable via Almabase.

95%

$10,620 processed through Blackbaud Merchant

Services via the Almabase event registration tool.

$10,620

3 Tips to Help You Level UpKeep constituent data fresh by integrating with Social Media

Send email and collect event RSVPs in one system to quickly track behaviors

Make payments anddonations as easy for you as you make it for them

Why We Make It Work

To learn more about what was included in this session, visit:

almabase.com@almabaseapp

facebook.com/almabaseapp

linkedin.com/company/almabase

Or stop by the Payment Services booth in the bbcon Expo Hall!