Ctg aasp 2010

Beware of the Hype... ...when evaluating new technology

Christopher Merry is a founding partner and Principal Consultant at Clearwater Technical Group. Chris has been working as an IT professional since 1996 when he enlisted in the United States Air Force as a database application developer. Since that time, he has been employed as both a full-time employee and consultant for a number of organizations, including Oracle Corporation and eight nonprofit groups. He has assisted with six SunGard Advance migrations, and he is currently working on a Visual Studio extensibility project to help with the customization, development, and administration of SunGard Advance Web Access. About the Presenter Chris is an Oracle Certified Professional and Certified Professional in Learning Performance, which is the perfect compliment to his years of experience as a consultant and technical trainer.

Objectives of this Presentation Discuss the feasibility and potential of mobile giving Investigate mobile giving options and alternatives Examine the possibility of social media integration in today’s fundraising campaigns Review business intelligence trends and direction Explore alternatives to expensive commercial business intelligence products

Content and Delivery Trumps Technology Technology alone does not ensure a successful campaign Technology cannot compensate for neglecting tried and true fundraising techniques According to Miriam Kagan 1 : Make the ask relevant and compelling Provide updates and feedback of donor’s money at work Engage donors as part of your cause and mission—turn them into constituents, not just wallets Create a two-way discussion (make donors feel a part of your mission every day) 1 http://www.donorpowerblog.com/donor_power_blog/2010/07/facebook-giving-how-one-donor-got-recruited.html

Tell A Story Compelling individual stories are much more powerful than either: Statistical values and analytics Generalized calls to support a cause Tell a story of how a student, professor, donor, or other individual has been, or will be, impacted by a specific campaign Philanthropy is an emotional experience Appeal to the emotions of prospects

The principles of fundraising have not changed... BUT THE WAY TO COMMUNICATE HAS

What came to mind as you watched? Thoughts of children close to you; perhaps your own? What it would be like to endure such tragedy? What can I do to help? Stirring Emotion

Haiti Mobile giving earned immediate recognition as a viable donation vehicle with the success of the Haiti relief effort As of May 11, 2010, over $1.1 billion had been raised for Haiti earthquake relief efforts A total of $43 million was collected via text messaging Over $32 million has been raised by the American Red Cross alone through the use of text messaging http://www.haitian-truth.org/1-1-billion-donated-for-haiti-relief-updated-tally-may-11/ http://www.northjersey.com/arts_entertainment/theater/97784599_BergenPAC_finds_texting_can_bring_in_donations.html

It WAS the power of emotion that inspired so many to give

Without technology it would not have been possible

How did the Haiti mobile giving campaign take shape?

Mobile Giving Foundation Successfully orchestrated much of the mobile giving coordination From their website: ‘ The Mobile Giving Foundation (MGF), headquartered in Bellevue, Washington, was founded in 2007 by veterans of the wireless industry who wanted to harness the immense power of wireless communications to empower non-profit organizations. The concept was simple: give the 250 million American wireless users a single “Mobile Giving Channel” over which they could receive and respond to appeals from worthy causes.’ http://www.mobilegiving.org

Overcoming the Obstacles During the Haiti relief effort Mobile Giving Foundation was able to convince AT&T, Verizon Wireless, Sprint, and T-Mobile to waive their processing fee. Smaller carriers joined in. Mobile phone service providers often charge as much as 30% of the transaction amount to process gifts charged to the donors’ phone bills Visa, MasterCard, and American Express also waived their usual transaction fee for donations to Haiti relief, facilitating online giving Short codes were created to aid in the effort

Obtaining a Short Code Short codes are 5 or 6 digit mobile messaging numbers Available through Common Short Code Administration (CSCA) Monthly charge $500 for random numbers $1,000 for “select” words Lengthy process Nonprofit organizations must submit an application identifying campaign details Submitted application must be approved by wireless carriers and CTIA* monitoring *CTIA is the International Association for the Wireless Telecommunications Industry http://www.usshortcodes.com

Causecast Mobile Fundraising Approved mobile agency for Mobile Giving Foundation Donors limited to $5 and $10 donations Monthly fee plus $0.50 per donation $99 per month for one keyword $250 per month for four keywords http://www.causecastmobilefundraising.org

mGive An alternative to Mobile Giving Foundation A popular service provider for many nonprofit organizations, including several universities Similar service to other providers Cost One time $500 setup fee Monthly fees range from $399 to $1,499 Transaction fee of $0.30 to $0.35 + 3.5% of the donation amount http://www.mgive.com

Is the Investment Worth It May be too early to tell The cost per donation is high Often well over 10% in transaction fees, plus setup and monthly subscriptions Typically not going to produce a steady stream of donations without a coordinated event to generate interest Where’s the emotion? Contact an early adopter for more information

University Examples The following universities have implemented mobile giving campaigns Colorado State University North Carolina Central University Central State University Northeastern University Duke University Northwood University Fairfield University UC Los Angeles Florida A&M University UC San Diego Harvard University of Florida Lincoln Memorial University Wake Forest Loyola Marymount University Wellesley College

The NFTE Alternative Example of a low cost, limited setup alternative to existing mobile giving options During the annual NFTE “Dare to Dream” gala pledges were sought via a “regular” 10 digit mobile number presented on a large display Text messages were transcribed on the big screen in real time Campaign workers later followed up with a call to the donor to gather payment information by calling the donor’s mobile number NFTE - Network For Teaching Entrepreneurship http://www.mobilecommercedaily.com/nonprofit-organization-drives-text-donations-via-ten-digit-number/

The NFTE Difference The Pros No setup fee No monthly fees or contractual obligations, beyond normal cell phone requirements No per transaction cost, beyond normal credit card processing fees Donations could be made in any dollar amount Easy to integrate into existing fundraising software The Cons Not processed immediately Staff or volunteers are needed to follow up Follow up is handled via the donor’s mobile phone

Is the Investment Worth It 2009 study conducted by Charity Dynamics and Blackbaud discovered the adoption of social media tools increased the number of: Contacts Donor conversions Electronic solicitation Including e-mail http://www.blackbaud.com/files/resources/downloads/WhitePaper_EventParticipantsSocialMedia.pdf

YouTube Add content to campaigns and events by uploading supporting video Engage the audience by sharing experiences The Haiti disaster and resulting fundraising effort used video to: Increase awareness Provide a means of accepting donations

Facebook Provide feedback and updates to campaigns Use peer pressure to influence donors Share significant and/or sizable gifts when appropriate Identify average and total gifts given by “friends” Facebook APIs provide information to friends and friends of friends Track donations and integrate into existing fundraising software

Facebook Page Example UC Davis Cancer Center

Twitter Provides the means to quickly update followers When campaigns begin As milestones are reached Updates to how funding is being used Alternative method of solicitation Using Twitpay

RT2Give Uses Twitpay to solicit donations via Twitter Tweet a message to followers Message must be 140 characters or less For example, “Support the <campaign> cause. RT2Give $10 http://rt2give.com/r/t” Followers can donate by retweeting A confirmation is sent to those that retweet the message Fees are associated with each gift No specific details were available on the Twitpay website For more information, visit http://www.rt2give.com

ChipIn Widget placed on website or blog Service is free; however, payment is made through PayPal, which will incur processing fees For more information, visit http://www.chipin.com

The Purpose of BI BI results should provide specific direction for business decisions There must be clearly defined need for BI output BI Implementations, like anything else, will fail without established goals and objectives Do not implement a data warehouse or business intelligence product without knowing what is needed in the end Generalized goals will produce generalized implementations

The BI Evolution Early Business Intelligence Denormalized data using Data Warehousing strategies Requires upfront administration and creation of BI structures Client tools allow users to view details, summaries, and drilldowns Business Intelligence 2.0 Emphasis on web access Dynamic querying of real-time corporate data

The BI Evolution Continues Support as a Service (SaaS) Promised a reduction of in-house staffing and support 100% Web based Open Source BI Similar features to commercial products Zero or low cost entry Popular alternatives have been developing over several years Pentaho Actuate BIRT JasperSoft

Business Intelligence Issues Implementation is not a project Ongoing process without a defined end Commercial BI software is expensive Many vendors Too much software Not enough integration Requires dedicated resources to manage software, database objects, data, and reports

Reporting Issues BI through Excel Without strict control, difficult to: Determine version Enforce business rules Too many requests, not enough report writers Real time data access is critical to the mission of fundraising Requirements for report output change Frustrating for end users

BI Challenges for Advancement Complex reporting rules Soft credit versus hard credit Matched and unmatched Credit for individuals, couples, groups Calculations involving gifts, pledges, endowments, etc Unique business rules Periodic changes to IRS regulations Economy Reduced funding Reduced staffing and furloughs

Intelligent Suggestions Begin with open source BI tools to identify desired features Plan without paralysis Do not get bogged down by the details; keep moving Evaluate BI tools for needed features; avoid the desire to plan around “potential” features If your organization does not have time implement features now, there is a good chance there will not be time in the future Avoid the buzz words Client says: “We want dashboards.” Consultant replies: “What type of dashboards, with what data?” Client says: “I don’t know; management just wants dashboards.”

Is the Investment Worth It Difficult to determine Return on Investment 2 The initial and sustained cost of implementation can be quite high The return on BI is difficult to measure Benefit audits may help determine ROI Lengthy process May not have resources necessary to dedicate to the process 2 http:// www.itbusinessedge.com/cm/community/features/guestopinions/blog/measuring-the-return-on-investment-for-business-intelligence/?cs=30674

When the next “IT” technology seems too good to be true, there is always the chance that it is: OVERHYPED MISUNDERSTOOD or EVERY BIT AS GOOD AS ADVERTISED

The only way to know for sure is investigate the facts

To learn more about Clearwater Technical Group and its products and services, visit http://www.clearwatertg.com

Ctg aasp 2010

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Ctg aasp 2010