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NOZA: Tips & Tricks NOZA: Tips & Tricks Facilitator: Kami Griffiths, TechSoup Presenters: DeAndrea Russell, U.S. Fund for UNICEF Nat Caldwell, Middlebury College Michelle Linville, Options for Individuals Kathleen Rogers, NOZA July 9, 2008 Webinar Conference Call: 866-740-1260; Code: 6339392

NOZA: Tips & Tricks

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Page 1: NOZA: Tips & Tricks

NOZA: Tips & Tricks

NOZA: Tips & Tricks

Facilitator: Kami Griffiths, TechSoupPresenters: DeAndrea Russell, U.S. Fund for UNICEF

Nat Caldwell, Middlebury CollegeMichelle Linville, Options for Individuals Kathleen Rogers, NOZA

July 9, 2008

Webinar Conference Call: 866-740-1260; Code: 6339392

Page 2: NOZA: Tips & Tricks

Using ReadyTalk

• Chat & raise hand • Mute = *6,

Unmute = *7• If you lose your

internet connection, reconnect using the link emailed to you.

• If you lose your phone connection, re-dial the phone number and re-join.

Page 3: NOZA: Tips & Tricks

You are being recorded…

• Online seminars will be available for replay on the TechSoup and NOZA websites.

• You will receive a link this afternoon.

Page 4: NOZA: Tips & Tricks

Today’s Speakers

Kami Griffiths

Volunteers Jacqui Higgins & Raquel Ogaz (NOZA Customer Support)

Chris Peters & Matt Palmer (TechSoup)

Michelle Linville

DeAndrea Russell

Nat Caldwell

Kathleen Rogers

Page 5: NOZA: Tips & Tricks

What is NOZA?

NOZA is the world’s largest source of searchable

individual, corporate and foundation giving data.

Page 6: NOZA: Tips & Tricks

Where does NOZA data come from?

NOZA technology locates unstructured, publicly available charitable giving facts and converts them into an online searchable database.

This allows NOZA users to search, download and save data anytime, quickly, easily and affordably.

And this reflects the NOZA mission:To help nonprofits raise more money and spend less money doing it.

Source: Annual Report 2005-06

Page 7: NOZA: Tips & Tricks

Prospect Research Defined

Prospect Research = Fundraising Intelligence

• Discovery and analysis of meaningful, relevant information about donors. 

• Information discovered ranges from the very specific to the very broad– Donor's philanthropic history– Donor’s career steps– Larger economic trends likely to affect the donor  – Discovery may include the tracking of an ongoing story (company takeover, etc.)

• Researchers package the information clearly and concisely and provide it the fundraising operation's front line, the gift officers. 

• The successful researcher is a trusty, savvy advisor to the fundraising operation's front line.

• In small nonprofits, the executive officer may also be the researcher and major gift officer.

Page 8: NOZA: Tips & Tricks

Why Prospect Research Matters

• Research feeds the fundraising cycle and the fundraising cycle feeds your non-profit money.– Help you achieve your mission and provide

programs and services to local, national and international communities.

Page 9: NOZA: Tips & Tricks

The Fundraising Cycle

(c) Nat Caldwell 2008

Research -- and NOZA -- come into play at three key phases of the cycle.

1. Identification2. Cultivation3. Solicitation

Page 10: NOZA: Tips & Tricks

Get the Most Out of TechSoup

• At TechSoup, you’ll find a range of technology services to help your nonprofit:

– Read helpful articles in our Learning Center– Request donated software, hardware, and online

services– Join our community forums to learn from your

colleagues– Browse upcoming events and conferences

Page 12: NOZA: Tips & Tricks

NOZA Special Offer: July 23 at TechSoup

• TechSoup & NOZA pleased to present exclusive offer to help your nonprofit boost its fundraising:

– For 8 hours only on July 23 at TechSoup

– Eligible organizations can request package to access 4,175 NOZA records

– Specially discounted $99 admin fee (retail value is $250)

• Learn more at www.techsoup.org (click on NOZA logo)

Page 13: NOZA: Tips & Tricks

Continue the Discussion

• Have more comments about philanthropy research using NOZA? Post them on our community forums:– TechSoup:

www.techsoup.org/fb/index.cfm?fuseaction=forums.showSingleForum&forum=2022&cid=117&

– The NOZASearch Blog http://blog.nozasearch.com

Page 14: NOZA: Tips & Tricks

Thank you to our Webinar Sponsor!

Page 15: NOZA: Tips & Tricks

NOZA: Tips & Tricks

For More InformationContact: Kami Griffiths

[email protected]

NOZA questions or training requests

Contact: Jacqui HigginsNOZA Customer Relations Manager1-888-964-NOZA (toll free)[email protected]