New Product Features: Updates for the WebService

Fantastic news for charities with multiple WebService users – each user can now have their own History and Preferences section. For just $50 per sub-account (with a max of $500 per organization), each user can identify a 6-digit username (known as My WebService on the Login page) and start tracking their searches! Hats off to our tech wiz Natacha for her latest innovation! For more information, please contact your salesperson or email customerservice@wealthengine.com.

WealthEngine now has a United Kingdom version of the WebService! WebServiceUK is now available with three of Europe’s top data sources: D&B, Hemscott Public Company Directors, and Experian Individual Household. Several other databases will be added soon making WebServiceUK the most robust data mining service available for the United Kingdom. This site is particularly useful for researchers wanting to look up individuals working – or with property – in the UK. At present, this is a FREE addition to your subscription. To access the new site, log on to the WebService and click on the WSUK option, located on each Search page. There is also a History section just for UK searches. To access it, note the WSUK option under “Folder” on the left-hand side of the History page.

Two new handy features — 1) GS Foundation and GS Directors are now displaying Tax ID numbers and 2) The Giving Capacity Report now displays Influence & Inclination to Give ratings.

Learning Opportunities: Product Refreshers

Would you like to learn more about the new updates or current features that WealthEngine offers?

Call or email Jaime Davis to sign up for a web-based product refresher seminar. Sign up today as they fill up fast! Contact Jaime at 301/627-6874 or jdavis@wealthengine.com.

Monday, April 4 – 10:00 a.m. (EST)
Monday, April 11 – 1:00 p.m. (EST)

Feature Article: WealthEngine’s New Partner GetActive Software Discusses Online Giving and the Tsunami

GetActive Software is a leading provider of online relationship management software. The company offers web-based services including data management, e-mail messaging, fundraising, advocacy, events, community and website management. GetActive has more than 400 clients including The Humane Society of the United States, AARP, AFL-CIO, University of California, CARE, Oxfam America, U.S. Chamber of Commerce, and the Society for Human Resource Management.

WealthEngine talked with Sheeraz Haji, CEO of GetActive, about the online fundraising initiatives for tsunami relief among GetActive clients, and strategies to solicit and retain these online donors.

“In total, GetActive clients raised more than $35 million for the tsunami relief effort. The results show the tremendous growth in online giving,” says Haji. Fifteen GetActive clients were raising funds for tsunami relief efforts. Haji notes, “While approximately $200 million was raised for 9/11, the tsunami disaster relief effort has raised about $400 million to date.” (NOTE: Later, as of mid-March, The Chronicle of Philanthropy reported that the total raised had reached more than $1 billion.)

A large percentage of relief agency support for the tsunami effort came through online giving. Haji explains, “This was a large event for online fundraising. For example, Oxfam America received 80% of its tsunami relief donations online. Save the Children received 31% of its donations on-line, while CARE USA received nearly 40% via online donations.

Why has online giving been so popular in the case of tsunami relief? Haji offers two reasons. He says, “First, organizations were logistically ready. Oxfam America, CARE, Save the Children, and the American Red Cross were all in a position to receive an outpouring of gifts. They were all literally capable of processing millions of dollars in donations each day.”

“Second, there was tremendous visibility for the organizations involved. The media was able to show the good work organizations were doing in real time to help the survivors of the disaster,” continues Haji.

The majority of gifts to the relief agencies were from new donors. Haji adds, “In the case of our clients, a vast majority of tsunami relief donations came from new donors, and most of these gifts were made on impulse – and online. For Save the Children, 92% of these online donations were from new donors.”

More than 50% of these new donors asked not to be contacted again by the relief agency to which they donated. Haji explains, “This is consistent with all disaster-relief fundraising campaigns. These donors like to give specific dollars for specific disaster scenarios. These donors may indicate they do not wish to be contacted again because they don’t want to receive more email, or are concerned about spam and are unclear about how their email addresses might be used by a donor agency.”

So, what can nonprofit organizations do to cultivate and retain those new donors that don’t mind being contacted? And, what can a nonprofit organization do to recruit more online donors? Haji offers three strategies.

  • Deal with donor overload. Haji says, “Put yourself in your donor’s shoes, and understand why he or she doesn’t want any more email. When do you want another email? When do you want another e-newsletter?” Take time to find out what interests your donor. For example, you could have WealthEngine do a screening to learn more about these new donors. Then, offer these new contributors something that is of value. Haji gives examples from two GetActive clients. He says, “The AFL-CIO offered a report on executive pay to everyone who provided an email address, a topic of interest to the organization’ supporters. In the case of the Environmental Defense, the organization provided a localized report that showed each email recipient which companies were polluting in the recipient’s local community and how much. As a result, donors were far more eager to share their email addresses to get this information rather than just another quarterly newsletter.”

  • Use clear and honest communication with your donors. Haji says, “In surveys done by our clients, the biggest frustration by donors tends to be not being told how their donations have helped. Donors want to know what an organization has accomplished with their contributions. Typically, organizations are concerned about overloading the donor with information, but this doesn’t mean limiting your information to only soliciting donations. Again, explain how the donation was used.” Haji also advises readers not to be shy about asking for general operating funds. He adds, “Ask your donors to give to the tsunami relief effort. But, then, tell them that if that effort is fully funded, your organization will use the money appropriately. Then, remember to report back to your donors about the funds were used.”

  • “Be prepared for your next tsunami,” emphasizes Haji. “Your tsunami could be whatever breaking news event suddenly touches a cause that is dear to your organization and to your donors.” Haji explains, “For example, several GetActive clients that work on women’s reproductive health issues have prepared contingency plans and materials ready to be distributed as soon as there is a sudden vacancy at the U.S. Supreme Court. When the amendment for gay marriages was being considered, several organizations were ready to go with online campaigns, sending out 3-4 emails daily to supporters. These organizations were and are ready for breaking news events both technically and organizationally. As a result, they were and will be able to elevate their organizations and causes to the forefront.”

“Think of your relationship with these new online donors as a two-way street,” sums up Haji. “Take some time to research, using tools such as those that WealthEngine offers, and decide how best to engage these donors. Think through the process of moving them from first-time, and perhaps one-time, donors to your organization’s major and committed donors.”

Success Story: Mercy Corps Receives Record Contributions in Wake of Tsunami

$26 million and 87,000 new donors…and all in eight weeks. This is certainly a success story for WealthEngine client Mercy Corps. Matthew De Galan, Chief Development Officer (CDO) for Mercy Corps, shares more about the nonprofit’s recent spectacular fundraising effort, plus the challenges involved as well as the next steps. Online Managing Editor Roger Burks and Web Marketing Specialist Tanya Zumach also provided input for this article.

DE GALAN: The tsunami is beyond anything we’ve ever experienced before. There is no precedent; no comparison whatsoever. This was the biggest natural disaster in modern times. We received many, many, many times the number of donations than we usually receive in a disaster situation.

WealthEngine (WE): Why such an increase in the number of donors and donation amounts?

DE GALAN: This was something that the whole world wanted to do something about. The media filmed it, and then the films were played over and over around the world.

WE: When did you first hear about the disaster? What did you do, and what was your timeline?

DE GALAN: I was at my mother’s house in Chicago. It was fairly early in the morning. I was still in bed, but I could hear that my mother had the TV on. Then, suddenly I began to make out what the newscaster was saying. I got up and started calling everyone to wake them up back at our headquarters in Portland and to get them working. We have a phone tree system, and within an hour everyone knew.

It was 5:30 a.m. when I called our webmaster. I needed him to change the cover article, add a picture from the tsunami, and insert a mechanism for online giving designated for the tsunami. He could do that from home, and he had the information up on the site by 6:30 a.m. Pacific time. We received our first donation before 7 a.m.

Next, I notified the program staff and country offices so they would know what was going on. In disaster fundraising, the key is to move as fast as you can as soon as you can.

I got back to Portland the next day, and we began working on a direct mail appeal, a telemarketing campaign, and ads for print, radio, T.V. and Internet media.

BURKS/ZUMACH: To get optimal exposure, we used Google and Overture keywords and also did a substantial amount of cross-promoting on tsunami-related websites and through like-minded organizations.

WE: How did you spend your time after you got the basic plans in place and everyone working?

DE GALAN: I spent most of my time on human-resource issues. We needed more people to handle this massive outpouring of relief. I had to find the right people, hire them and get them started. I needed media officers to go overseas to work with the media on-site; we placed 4 or 5 of these. Our gift processing staff went from 6 individuals to 33.

WE: Were most of the donations made online or via mail or telephone? When were most of the donations received?

DE GALAN: The donations came in through various means, and it was all based on how fast we could get the appeals out. About one-third, or $8.5 million of $26 million, came over the Internet. The Internet donations were the first wave, and this was followed by the telemarketing responses and the direct mail responses. About 70% of the donations came from individuals, and the rest was from corporations.

The first day, we received $40,000. Day 2, we saw $200,000 in donations. The amount rose to $500,000 on Day 3. Then the next three days, we received over $1 million each day.

BURKS/ZUMACH: The response to the tsunami relief effort was far and above our regular fundraising response, even by holiday, year-end standards. We were running at about 1,000 times our normal capacity online. We were making over $1,800 per minute at one point. The average tsunami gift size ended up being about $200, compared to under $100 regularly.

WE: What strategies have you used -- and are you planning to use -- to retain as many of these 87,000 new donors as possible?

DE GALAN: Following the Kosovo disaster, 30% of our first-time donors made a second gift. Our goal now is 39%. We know that, if a donor is going to make a second gift, 90% of the time the donor will make it within 3 months of the first donation.

First, we tried to make sure our gift processing systems were operational, getting receipts and acknowledgements out to donors as quickly as possible. The single best thing that you can do to get someone to make a repeat gift is to get his or her acknowledgement out on time. This $26 million in 8 weeks was a stretch for us. Normally, we have a 48-hour turnaround policy for all donation acknowledgements, but we got behind with this disaster by about three weeks. However, we were caught up as of March 3.

Second, we kept the donors informed. We told them what their gifts had achieved and what our next steps were. For example, we sent out a series of emails providing updates on the relief effort. We also sent out a mailing to all members. We sent them a map of the whole region impacted by the tsunami and included stories, sidebars, photos, and statistics. We ran a PSA in the Pacific Northwest which was an emotional ad thanking donors for their support.

Now, we need to start prospect research and screenings right away. The number of major donors to the tsunami is astonishing. Screening will help prioritize our work, and give direction to our five major gifts officers as they consider which of our 87,000 new donors are the best prospects.

BURKS/ZUMACH: We have really concentrated on website content that aims to keep the donor informed of what we’re doing with their donations. We are encouraging continuing support through regular, informative updates on both the website and through email. We really want donors to feel like they’re remaining a part of the Mercy Corps mission through actively informing them of our ongoing work. We are also marketing our online monthly giving program.

WE: What other challenges do you see ahead in the wake of the tsunami?

DE GALAN: You run on adrenalin for the first few weeks, but then it gets boring. Now, we need to realize that $1 million-donation days are not reality. We have to re-calibrate what a good day means.

WealthEngine thanks Matthew De Galan, CDO at Mercy Corps, for this interview opportunity as well as Roger Burks and Tanya Zumach for their input into the article.

Questions & Answers

Q: Some of my prospects only match to a small number of data sources. Is there anything I can do to increase the number of matches?

A: If this is a concern of yours, we recommend signing up for one of our product refreshers. Led by Jaime Davis, these refresher courses provide an excellent opportunity for those individuals who would truly like to maximize their search results. Register for one of these monthly sessions by emailing jdavis@wealthengine.com. While these trainings will help, sometimes a particular search technique is not the answer to the dilemma; sometimes, the answer rests in the way a user views the results. When reviewing prospects with fewer matches, the user should look for one or more of the following wealth indicators: nonprofit or foundation board memberships, federal campaign contributions, history of major gifting, company ownership, and high-value real estate. When present, this information may not tell the user exactly how much a prospect can give, but it will tell whether or not the prospect is likely to have the wealth to make a major gift and, because of this, getting to know that prospect is an efficient use of our time.

Q: We recently had an event that introduced 200 new prospects to our organization. Is there a quicker way to research them rather than having to review them one at a time in the WebService?

A: In addition to our traditional screening services, WealthEngine can review these records simultaneously and post the results to the History section of your WebService. This will allow you to see those individuals who are matched and to sort them by those that meet the criteria most important to you. You can then just click on the prospect’s name and instantly see their match information. There is a small fee for this service.

Please do not hesitate to call us to learn more – Joe Zalis, 301/215-5980 or customersupport@wealthengine.com.

New Staff: Grace Chen

Grace Chen Grace Chen works in the Technology Division at WealthEngine. Grace’s position is new for WealthEngine, and she is the person who updates the various data sources that WealthEngine uses with the most current information. Grace checks the information for accuracy and then puts it in a format that it is easy for WealthEngine subscribers to view. Grace comes to WealthEngine with 13 years of experience in the computer field. She is enjoying her time at WealthEngine, saying “I really like working at WealthEngine. It’s a small company, and the entire staff is dedicated and enthusiastic about our product and helping our clients achieve their fundraising goals.”

As you can see from this picture, Grace has done theater and sang opera in her native Taiwan. The picture is from one of her performances and while she looks amazing, she does not dress like that for work everyday. Grace is thankful that WealthEngine supports a “business casual” dress policy. She currently lives in Rockville, Maryland with her husband and 10-year-old daughter. Contact Grace at gchen@wealthengine.com.

Upcoming Events: Stop By Our Exhibit Booth and Enter to Win an iPod At These Conferences

April 3-5 AFP International Conference, Baltimore, MD
April 13 New England Development Research Association, Danvers, MA
June 1 Georgia Nonprofit Summit, Atlanta, GA
June 8-10 MidAtlantic Research Conference, Richmond, VA

WealthEngine is also donating an iPod and two months of WebService at the Ohio Prospect Research Network’s Spring Conference on April 1 in Columbus, Ohio.

 

 


Innovation, Efficiency, Analysis www.wealthengine.com (301) 215-5980 info@wealthengine.com