Technology for Non-Profit Organizations

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Technology for Non-Profit Organizations
AFP/Villanova - Fundamentals of Fund-Raising

• Presented by
• Charlie Hunsaker
• November 12, 2001

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AGENDA

• Introduction to Systems Concepts
• Background - Technologies Skills
• Package Choices Costs
• Using the Internet in Fund-Raising
• Future Directions of Technology
• Opportunities for your Questions

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Technology for Non-Profit Organizations
Introduction to System Concepts
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Technology Environment

• Speed of Hardware Improvement
• 1/18/00 PC Magazine - Athlon/750 Pentium
  III/733 Compete for Fasted PC Title
• 3/6/00 YahooNews - AMD Unveils First 1 GHz Chip
  before Rival Intel Gateway has ad in WSJ for
  Computer using it that day!
• 2001 - Dual Quad processor at 2GHz now
• Software, Services Companies changing in
  Internet Time
• Communication Technology changing daily
• 56KB, ISDN, DSL, Cable for faster speed

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New Demands for Skills

• Its not just a learning curve you face, its a
  Learning Pyramid
• New business functions supported by computers and
  demanded by more competitive fund-raising
• New hardware systems technologies
• Experience is directly proportional to computer
  time wasted. - Hunsaker
• Get/Provide training
• Spend time with the system to understand how to
  use it.

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Learning Pyramid - Technical Skills
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Learning Pyramid - Development Skills
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Learning Pyramid - Software Skills
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Choices in Development SW

• Under 5,000
• ebase
• Lifeline
• GiftMaker
• EDS Donor Records
• JSI Paradigm
• Donor Perfect
• TRAC-Exceed
• 5,000 to 50,000
• GiftMaker Pro
• Results/PLUS
• Raisers Edge
• Millennium

• Over 50,000 (Mini Mainframe
• BSR Advance
• Ascend
• Viking
• Target Team Approach
• UST Summit
• Integrated with Institution-Wide System
• Higher Education
• Association Management

often includes membership
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Why the Difference in Costs?

• Depth breadth of functionality
• Quality of the product
• Services bundled with the software
• Philosophy of the vendor
• Size of the installed user base

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Choices in Other NP Software(PC-based systems)

• Major Prospect
• Gifted Memory
• F-R Proprietary
• Event Management
• EventMaker Pro
• Events/PLUS
• Summit Events Mgr
• NEW Internet-based Development Package
• eTapestry
• Millennium
• DonorPerfect, others??

• General Accounting
• Blackbaud
• MIP
• Exec Data Systems
• Cougar Mountain
• Great Plains
• Echo Mgmt Group
• many others...

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Key Cost Budget Issues

• IT never has been a one-time cost budget beyond
  acquisition (3-4 year replacement)
• Hardware that cost 7,000 in 1988 now is under
  500. You pay 1,500 to get 30x the capabilities
  (RAM is cheaper than TP.)
• Software cost also dropping, but often require
  upgrades for new capabilities
• Computers wont eliminate positions.
• Budget for training and support!!!

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Other Things to Remember

• Learn the database
• Play with the system to find out which reports
  work where data is located on screens
• Focus on consistent coding entry of data
• Document policies procedures.
• Get Management into the System
• Employ project management protocols (Quick,
  cheap, good Pick Two!)

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Technology for Non-Profit Organizations
Using the Internet in Fund-Raising
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Using the Internet in Fund-Raising

• Internet Basics
• Presentation at www.riarlington.com
• Finding the Donors (or the information)
• Helping the Donors Find You
• Show Me the Money!
• Recognition Stewardship
• Other Useful Links

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Internet Basics

• 65M Internet users in US in 1999 average user
  spent 1,900 on the Net
• Users should double spend 4k by 2002
• Over a billion pages millions out of date
• Not just the WWW - includes FTP, E-mail, USENET,
  ListServs, Telnet
• Quick discussion of terms Domain, URL, http,
  HTML, XML, ISP, others?

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Facts of Life

• The Internet is vast and anarchic
• Organize before you look
• You WILL waste valuable time!
• Research Axioms
• Always know record the source of your data
• Check multiple sources (3) for verification
• When in doubt, leave it out.

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Finding the Donors ( Data)

• Finding Information
• Search Engines Search Sites
• Name, address, phone directories
• Business and stock data
• Non-profit links
• Researching Donors
• Using the tools above
• Accessing key sites

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Finding Information

• Search Sites
• Top Five Sites (by visits)
• www.yahoo.com 36M
• www.go.com 19M
• www.lycos.com 18M
• www.excite.com 13M
• www.altavista.com 10M
• Techniques
• use multiple engines
• organize bookmarks
• and or

• Newer Search Engines
• Meta Search tools
• www.northernlight.com
• www.google.com
• www.infozoid.com
• www.dogpile.com
• New Search Organizers
• www.vivisimo.com
• www.wisenut.com
• www.teoma.com

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Finding People

• Directory Searching
• Name Address
• www.switchboard.com
• www.anywho.com RPS
• www.555-1212.com RPS Subscription
• www.whowhere.com

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Finding Information onProspects Donors

• Individuals
• David Lambs Site
• www.lambresearch.com
• Knowx Public Records
• www.knowx.com
• Northwesterns Tax DB
• http//pubweb.nwu.edu/ cap440/assess.html
• APRA Home Page
• www.aprahome.org

• Corp Foundation Data
• General Research
• www.hoovers.com
• www.edgar-online.com
• www.foundationcenter.org
• Insider Trading
• CBS Market Watch Insiders
• Stock Quotes Charts
• finance.yahoo.com

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Elements of Web Site Success

• Get traffic to site
• Look professional
• Keep people at your site - stickiness
• Differentiate yourself from competition
• Know Focus on your objective

• Get people to take action
• Get them to complete the transaction
• Do something with non-buyers/non-donors
• Get them to come back
• Develop Referrals
• Systematize

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Helping the Donors Find You

• Promoting Your Presence
• Individual Engine (example)
• www.lycos.com/addasite.html
• Multiple Engines
• register-it.netscape.com/
• Web Presence
• Stickiness (interesting, useful, current)
• Audience Driven (www.udel.edu )
• A Good Example www.redcross.org

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Show Me the Money!

• Different ways of giving
• Pledge, Credit Card, Phone
• www.redcross.org See their choices and forms
• More than just money
• www.redcross.org Time, blood, tissue, etc.
• Planned Gifts
• Information
• www.temple.edu/alumni_friends/giving/how.html
• Merchandise Sales shop.pbs.org

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Resources for Getting Donations

• Sites that process donations for you - very new
  and in development
• Helping.Org with numerous resources
• www.helping.org
• GivingCapital - a new organization to process
  on-line gifts
• www.givingcapital.com
• FRS Vendors also provide service (e.g.,
  Blackbaud, DonorPerfect, others)

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Recognition Stewardship

• Recognizing Donors on the Web
• Example Sites
• Penn Library
• American Diabetes Association - E. Knight Fund
• Staying In Touch
• E-mail communications
• Offer E-mail address forwarding
• Broadcast e-mail like mail merge
• Keeping your site up-to-date to attract revisits

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Other Development Uses

• Vendors Using the Web
• eTapestry
• Blackbaud
• JSI Millinneum
• many others
• Links of Interest
• NSFRE/AFP
• www.nsfre.org
• Non-profit Organizations
• www.pj.org/links_metaindex.cfm
• www.guidestar.org

• Other Uses
• Job Boards
• jobs.pj.org
• Training
• www.blackboard.net
• Procedures
• www.riarlington.com/proclinks.html

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Future Directions
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Quotes about the Future

• 1949 - "Computers of the future may weigh less
  than 1.5 tons" - Popular Mechanics, forecasting
  the relentless march of science
• 1957 - "I have traveled the length breadth of
  this country and talked with the best people, and
  I can assure you that data processing is a fad
  that won't last out the year." - editor in charge
  of business books for Prentice-Hall
• 1977 - "There is no reason anyone would want a
  computer in their home" - Ken Olsen, president
  founder of DEC
• 1981 - "640K ought to be enough for anybody." -
  Bill Gates

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The Future after 2001

• Internet will continue to expand as a force
  world-wide B2B, global connections, etc.
• Cell phones will add functionality
• PDAs, Internet appliances, will grow.
• Note Steve Jobs questioning of convergence
• Everything wired
• Multi-media, Video Conferencing, etc.
• Whats on your radar screen?

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Thanks
This presentation was prepared on a Dell XPS400
and a Sony VAIO laptop using PowerPoint,
MS-Internet Explorer, iHarvest (for screen
capture), Micrografx SnapGraphics, and bunch of
other tools. It was printed on an HP6P. All of
the equipment is horribly out of date as it is
over 2 weeks old. If you have any questions or
comments about the format or content of the
presentation, please contact me at Charlie
Hunsaker R I Arlington 806 W. King Road, P.O.
1414 Malvern, PA 19355 (610)
647-2648 hunsaker_at_riarlington.com Web Site
www.riarlington.com