© 2014 jenzabar, inc. presented by elicia winner & esther hay, grove city college things...
TRANSCRIPT
© 2014 Jenzabar, Inc.
Presented by Elicia Winner & Esther Hay, Grove City College
Things Development Officers Love About EX!
© 2014 Jenzabar, Inc.
Our gift officers have come to appreciate how easily we can customize the DE module and our reports to fit their needs – here are a few items they have come to rely on
• Prospects tied to solicitors through relationships
• Year over Year Standard Metrics Report
• Notepad as a snapshot for activity
• Zip Radius reports to plan trips
Gift Officers and the Jenzabar Development Module
© 2014 Jenzabar, Inc.
All development officers are tied to each prospect in their portfolio via relationships
Prospects are split into categories by relationship code.DMG1 – gift in next 12 monthsDMG2 – gift in 12-24 monthsDQUA – prospect in qualificationDSTW – prospect in stewardship
Prospect Assignments
© 2014 Jenzabar, Inc.
Useful because officers can easily flip through their portfolio and see pertinent info through customized front screen
Prospect Ties
© 2014 Jenzabar, Inc.
Standard report used to measure fundraising progress year over year
Distributed weekly throughout the year to key staff, as well as at the end of each month, and produced on an as-needed basis
Measures key metrics: Restricted Giving, Unrestricted Giving, Estate Giving, Ketler Society Members, New Donors, Alumni Participation, and LYBUNTs
Year over Year “Metrics” Report
© 2014 Jenzabar, Inc.
“Metrics” Report – Top Half
© 2014 Jenzabar, Inc.
“Metrics” Report – Bottom Half
© 2014 Jenzabar, Inc.
Year over Year “Metrics” Report
Comprised of seven nested reports, all passing a common retrieval argument (month/day)
© 2014 Jenzabar, Inc.
Year over Year “Metrics” Report
Passes a “string” retrieval argument to all nested reports comprised of month/day
© 2014 Jenzabar, Inc.
Each nested report retrieves all gifts since report starts tracking, and then using computed columns to split them into the appropriate year
Year over Year “Metrics” Report
© 2014 Jenzabar, Inc.
Each nested report retrieves all gifts since report starts tracking, and then using computed columns to split them into the appropriate year
Year over Year “Metrics” Report
© 2014 Jenzabar, Inc.
Front end of each nested report displays computed columns into correct format/place, and computes the % change
Year over Year “Metrics” Report
© 2014 Jenzabar, Inc.
A snapshot of activity with the constituent
• Gift officers love seeing all contact in one place
Record Mailings
Track Event Attendance
Archive correspondence, biographical information and photos
Track gift officer activity and next steps
Track phone-a-thon caller notes
Record any involvement with the College
Notepad & Launch Links
© 2014 Jenzabar, Inc.
Our favorite notepad tool – “Launch Link”
© 2014 Jenzabar, Inc.
Launch link will bring up pdf of mailing in question, allowing gift officer to open while on the phone with a constituent, and see the same thing the constituent is seeing
Launch mailing PDFs and more….
© 2014 Jenzabar, Inc.
Create custom reports in Infomaker based on a specific Notepad Action
© 2014 Jenzabar, Inc.
Zip Radius – Grove City’s “EX Zips”
IT created program – storeszip codes and then matchesthem to records that fit your criteria in Infomaker
© 2014 Jenzabar, Inc.
Zipcodedownload.com
Purchased database of zip codes
© 2014 Jenzabar, Inc.
Purchased distance radius tool from same vendor for SQL Server scripts to calculate distance – saved programming time – one time cost
Purchased distance radius tool
© 2014 Jenzabar, Inc.
IT created a report in Infomaker that prompts for a starting zipcode and a radius in miles
The report returns all zip codes in the database within that radius using purchased scripts
You can then save zip codes to Excel, remove the +4 data, and then paste into the EX Zips program
Retrieve zip codes within radius
© 2014 Jenzabar, Inc.
Pasting zip codes into the EX Zips window loads them into a custom table, you can then tie to the table in your criteria and any report will only return records in the radius
You load the program per user – so putting your ID numbers tells it which set of zip codes to look at
Add to Infomaker criteria
© 2014 Jenzabar, Inc.
If you run the same report all the time and need a radius for it, we can use syntax mode with retrievals and get the exact data instead of just zip codes (saves a step!)
Using syntax mode
© 2014 Jenzabar, Inc.
All Alumni Event invitations – we pull everyone with ANY address within a radius of the event, and then mail to their current address (so snowbirds get FL invites in the summer – in case they are visiting)
Gift Officers run a radius report before any trip and map those within area (includes key prospect/wealth ratings as well)
How we use it (some examples)
© 2014 Jenzabar, Inc.
Esther Hay – Grove City College [email protected] 724-458-2159
Elicia Winner – Grove City College [email protected] 724-458-2156
Any Questions?