Fundraisers Using DataBROOKE GALLAGHERPRODUCT SPECIALIST

Fundraisers Using Data

Absorbing Data: Turning Information into

KnowledgeSmarter, Faster, Better. Charles Duhigg

Data: The deeper your process, the greater your understanding

Low

Low

High

Highx axis

y axis

Four elements of Fundraising

The WhoParticipation CommunicationTiming

Immune

Unknown

Known

Invested

“Ride Alongs”&

Disqualifieds

(Eh)Undeclared

Planned Givers

£££

The Who

Immune

Unknown

Known

Invested

Our Master Graph

The MoneyQuadrant

(Chasing Rainbows)

Rare

Superficial

Meaningful

Regular

Came as a kid with their

Parents

Came once for a tour

Eats in the courtyard on

nice days

Brings family for holiday

outing annually

Participation

ImmuneRare

UnknownSuperficial

KnownMeaningful

InvestedRegular

Our Master Graph

The MoneyQuadrant

(Chasing Rainbows)

Spontaneous

Formal

Familiar

Planned

Communication

Magic Happens

Here

IntroductionsCorporate Proposals & Reporting

The Ask

ImmuneRareSpontaneous

UnknownSuperficialFormal

KnownMeaningfulFamiliar

InvestedRegularPlanned

Our Master Graph

The MoneyQuadrant

(Chasing Rainbows)

The MagicQuadrant

They’re not ready to give

Our Need for ££ is Pressing

They’re completely ready to give

Timing

Misfire

Chasing Rainbows

Unrealized Potential

Results

Our Need for ££ is NOT Pressing

Not Ready

Big Need

Ready

Timing

Misfire

Chasing Rainbows

Unrealized Potential

Results

Little Need

ImmuneRareSpontaneousNot Ready

UnknownSuperficialFormalLittle Need

KnownMeaningfulFamiliarBig Need

InvestedRegularPlannedReady

The WhoParticipationCommunicationTiming

The Money

The Opportunity

The Magic

(Chasing Rainbows)

Our Master Graph

Using Data in Fundraising

Legacy GivingRound Ups & Add OnsIndividual Giving

Legacy Giving

ImmuneRareSpontaneousNot Ready

UnknownSuperficialFormalLittle Need

KnownMeaningfulFamiliarBig Need

InvestedRegularPlannedReady

LegacyGiving The Money

The Opportunity

The Magic

(Chasing Rainbows)

Round Ups & Add Ons

ImmuneRareSpontaneousNot ready

UnknownSuperficialFormalLittle Need

KnownMeaningfulFamiliarBig Need

InvestedRegularPlannedReady

Round UpsThe Money

The Opportunity

The Magic

(Chasing Rainbows)

Round Up Strategy Matrix

Tessitura

Tessitura allows you to manage add on and round up donations with ease. This also enables you to engage your visitor services staff with fundraising efforts and break down silos within your organisational departments.

Individual Giving

ImmuneRareSpontaneousNot Ready

UnknownSuperficialFormalLittle Need

KnownMeaningfulFamiliarBig Need

InvestedRegularPlannedReady

IndividualGiving The Money

The Opportunity

The Magic

(Chasing Rainbows)

Plans

Crystallize your intentions with a donor Provide visibility

To your bossTo your colleaguesTo the organisation

Provide accountability

Plans: Portfolio Management

Tessitura gives you a complete overview of your portfolio and how your staff are doing in one simple to use screen. You can drag and drop the fields you want to see as well as filter by any number of parameters including campaigns, funds, the people who are working on it and pretty much anything else you can dream up.

ImmuneRareSpontaneousTheirs

UnknownSuperficialFormalOurs

KnownMeaningfulFamiliarOurs

InvestedRegularPlannedTheirs

The WhoParticipationCommunicationTiming

The Money

The Opportunity

The Magic

(Chasing Rainbows)

O.M.G.

Our Master Graph

Fundraisers Using Data:

O.M.G.

Thank youBrooke GallagherTessitura Networkbgallagher@tessituranetwork.com+44 7703112510