Alumni Research

1
Alumni Research Donor Relations Technology
Program

• November 19, 2007

2
Purpose of Presentation

• Overview of the Technology Program
• What to Expect When Implementing
• Whats Next?

3
Program Goals

• Provide Jewish camps and other nonprofits with
  software and support in order to strengthen their
  capacity to
• Build relations and communicate with
  constituents, especially alumni
• Good, strong relations can lead to increased
  fundraising, increased involvement of alumni,
  staff/camper recruitment
• Conduct fundraising campaigns

4
Timeline

• Fall 04 Spring 05 Initiated program in
  response to need Defined requirements,
  researched and selected vendors
• Summer Fall 05 Initiated pilot project,
  developed customized Alumni Portal
• 2006 2007 Further extending program
  availability (25 camps/schools now
  launched/implementing more in early stages of
  process) refining offerings

5
Software components

• DonorPerfect Online (DPO)
• Alumni Portal
• Constant Contact
• Sage (Credit Card Processing)
• Web content management system
• Additional web development services

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DonorPerfect Online (DPO)

• Flexible information management
• Collect/organize info on donors, prospects,
  alumni, volunteers
• Track all points of contact (calls, emails,
  letters, events)
• Track/process gifts (acknowledgements, reports)
• Targeted fundraising efforts (solicitations)
• Track pledges, create payment reminders
• Merge into letters, envelopes, email
• Group prospects/donors/solicitors

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DonorPerfect Online Main Entry Screen
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Alumni Portal

• Data fully integrated with DonorPerfect Online
  enable alumni to update profile/address
• Searchable directory of alumni
• Collect/process credit card donations
• Online event registration and payment
• Volunteer forms, discussion board, calendar,
  refer-a-friend

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Alumni Portal Event Registration Example
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Constant Contact

• Import email addresses from DPO
• Create e-newsletters
• Track email campaigns
• Who received your mail
• Who opened it and when
• What links they clicked
• Broad selection of easy-to-use templates

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Sage

• Credit Card Processing
• Integrated within Alumni Portal and DPO
• Online gifts
• Online event registration

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What to Expect

• Implementation Timeline 10 weeks - 4 months
  from day 1 to completion
• Resource Requirements Implementation
• Data cleansing/preparation Critical success
  factor. This effort is necessary whether using
  technology program or not. Can be very time
  consuming (10 30 hours total effort if no
  breaks in implementation timeline)
• System Customization - 10 hours
• Resource Requirements Ongoing
• Staff member with 5-15 hours/week (depending on
  size of camp/ongoing development work) dedicated
  to maintaining constituent/gift data, managing
  reporting, and registering alumni

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What to Expect (Contd)

• Budget
• Costs are highly subsidized and partially
  reimbursable
• This is an investment in the future
• Must pay for SofterWare setup and maintenance
  data conversion other optional costs (online
  donations, web redesign, e-Newsletters, etc.)

14
Cost reimbursement

• Affordable, highly subsidized by GIJP
• Camp contracts directly with DPO
• Institute reimburses quarterly
• 75 in year 1
• 33 in year 2
• 20 in year 3

15
On the Radar - Future Considerations

• We continue to refine our offerings based on
• User feedback
• Technology landscape changes
• Please let us know areas of concern and possible
  enhancements
• Your feedback will help us improve the technology
  program and prioritize improvements

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On the Radar Future Considerations (Contd)

• Advanced Social Networking Features (Ex.
  Facebook, MySpace, LinkedIn)
• We are exploring integrating and/or leveraging
  social networking functionality. Options
• Develop advanced functionality in the alumni
  portal
• Pros More alumni interaction within Alumni
  Portal
• Cons Expensive probably wont draw constituents
  from their communities on existing social
  networks sites
• Leverage existing social networking
  sites/communities
• Ex Camps managing Facebook.com alumni
  communities (URJ Greene, HD Gesher, etc.)
• Can guide alumni to portal for events, news,
  online giving, campaigns, etc.
• Online Giving via Facebook.com?
• Divergent needs
• Tracking updated Alumni data (Alumni Portal)
• Engaging/communicating with Alumni where they
  already meet on the internet (existing social
  networking sites) cant expect all alumni to
  come to you

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On the Radar Future Considerations (Contd)

• Camper Registration/Donor Management Integration
• We are aware of data integration needs
• We are reviewing technology changes in
  marketplace
• Ex CampBrain adding donor management functions

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On the Radar Future Considerations (Contd)

• Prospect Research
• We are analyzing vendor options
• Trial/discussions with wealthengine.com
• Discussions with other vendors
• More information will be forthcoming

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On the Radar Future Considerations (Contd)

• Vendor Review
• Constantly reviewing our current relationships
• Working closely with vendors to ensure effective
  technology program
• Reviewing technology landscape for new
  opportunities

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On the Radar Future Considerations (Contd)

• Sharing Best Practices/Change Requests
• Tech Program Wiki
• Need your help
• User Group
• Expectations/What you need to do
• Reporting Functionality

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For More Information

• Email Kevin kevin_at_hgf.org
• Review our Tech Program Wiki http//wiki.gijptech
  .org