NOZA: Tips & Tricks

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

2. 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, r e-dial the phone number and re-join.

3. You are being recorded

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

• You will receive a link this afternoon.

4. Todays Speakers Kami Griffiths VolunteersJacqui Higgins & Raquel Ogaz (NOZA Customer Support) Chris Peters & Matt Palmer (TechSoup) Michelle Linville DeAndrea Russell Nat Caldwell Kathleen Rogers 5. What is NOZA?

• NOZA is the worlds largest source ofsearchableindividual, corporate and foundation giving data.

6. Where does NOZA data come from?

• NOZA technology locates unstructured, publicly available charitable giving facts and convertsthem 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 moneyand spend less money doing it.

Source: Annual Report 2005-06 7. Prospect Research Defined

• Prospect Research = Fundraising Intelligence

• Discovery andanalysis of meaningful, relevant information about donors.

• Information discovered ranges from the very specific to the very broad

• • Donor's philanthropic history

• • Donors 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.

8. 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.

9. The Fundraising Cycle (c) Nat Caldwell 2008

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

• • Identification

• • Cultivation

• • Solicitation

10. Get the Most Out of TechSoup

• At TechSoup, youll find a range of technology services to help your nonprofit:

• • Read helpful articlesin our Learning Center

• • Request donated software , hardware, and online services

• • Join our community forumsto learn from your colleagues

• • Browse upcoming eventsand conferences

11. TechSoup Stock Vendor Partners

• Microsoft

• Symantec

• Adobe

• eTapestry

• Intuit

• Mailshell

• Business Objects

• Readytalk

• Alpha Software

• Atlas Business Solutions

12. 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 atwww.techsoup.org (click on NOZA logo)

13. 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 Bloghttp://blog.nozasearch.com

14. Thank you to our Webinar Sponsor! 15. For More Information Contact: Kami Griffiths TechSoup 415-633-9392 [email_address] www.techsoup.org NOZA questions or training requestsContact: Jacqui Higgins NOZA Customer Relations Manager 1-888-964-NOZA (toll free) [email_address]