keynote address - reeher...this presentation is provided for informational purposes only. the...
TRANSCRIPT
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reeher.comKEYNOTE ADDRESS
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HOUSEKEEPING
• THANK YOU!• Central time• Restrooms• We are here to help• Name badge ribbons• Scorecard material• #ReeherVista2018
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WELCOME TO VISTA 2018!
WELCOME
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WELCOME
WELCOME NEWSCHOOLS
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WELCOME
WELCOME SPECIAL GUESTS
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In 2018, 19 Minnesota
companies made the Forbes 500 List
THE TWIN CITIES
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Minneapolis has the largest four-
faced chiming clock in the world – yes, even bigger
than Big Ben!
THE TWIN CITIES
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Minneapolis is home to the
largest contiguous skyway system in
the world
THE TWIN CITIES
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In 2012, the twin cites hosted the first ever
“internet cat video festival”
10,000 people attended (but no cats). It’s now an
annual tradition.
THE TWIN CITIES
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STATE OF THE COMMUNITY
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1 4 10 17 2744
6387
113133 142
2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018
PLATFORM CUSTOMER GROWTH
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THE REEHER COMMUNITY
32NATIONAL
LIBERAL ARTS
37NATIONAL
PUBLIC
17NATIONAL PRIVATE
15REGIONAL
PUBLIC
42REGIONALPRIVATE
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159M +
142 41.8M
4800+
THE COMMUNITY
Community Benchmark
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$5.9BILLIONThe Reeher Community Benchmark
TOTAL COMMITMENTS
UP
4.7%
THE NUMBERS
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2,255,391The Reeher Community Benchmark
TOTAL NUMBER OF DONORS
THE NUMBERS
DOWN
0.5%
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12.3%The Reeher Community Benchmark
PARTICIPATION RATE
DOWN
3.1%
THE NUMBERS
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58.2%The Reeher Community Benchmark
ANNUAL GIVING RETENTION RATE
THE NUMBERS
UP
0.3%
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4,803The Reeher Community Benchmark
ACTIVE USER POPULATION
THE NUMBERS
UP
8.8%
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71%The Reeher Community Benchmark
PLATFORM USAGE RATE
THE NUMBERS
UP
6%
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24The Reeher Community Benchmark
MEMBERS OF THE COMMUNITY ADVANCING AT LEAST ONE STAGE
THE NUMBERS
UP
24%
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Making good even better
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WELCOME
Steve MacLaughlinVice President of Data & Analytics
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Making good even better
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FULL CIRCLE:The Quest For Lifetime Value In Advancement
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Big Game• Focus on Wealth• Data shows that big
game pools is much older
• Constituents replacing them are far less engaged
Planting Acorns• Apply targeted engagement
strategies early in life• Nurture affinity throughout
life phases• As a portion become
wealthy, more become major donors
HUNTING OR CULTIVATING?
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Information about audience
Tools to reach the audience
Permission to cultivate the audience
Control to consistently execute
Resources to impact the audience
The staff who know how to do the work (including compensation and career path)
Leadership focus – Executive commitment to the “long game”
CHECKLIST
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1
INDUSTRY EVOLUTION & ADVANCEMENT
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2
INDUSTRY EVOLUTION & ADVANCEMENT
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INDUSTRY EVOLUTION & ADVANCEMENT
3
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INDUSTRY EVOLUTION & ADVANCEMENT
4
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INDUSTRY EVOLUTION & ADVANCEMENT
3
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Strategy Control ResourcesSkill Level
GAPS
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Top100
Other Evergreens
High-Value, Assigned, Visited
Assigned, Not High Value
GenerationalLeader
Unassigned,High Value
GOLD Not Generational Leader
High-Value, Assigned, Not Visited
• Active management of prospects with wealth & inclination
• Emphasis on more personal “discovery” based on inclination and age
• Broad base, and management under 40 Years old with deliberate strategy
LIFETIME VALUE CAMPAIGN MODEL
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YEAR IN REVIEW: REEHER PLATFORM
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TALENT MANAGEMENT
Set & review officer goals
Email Goal notifications to
Gift Officers
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TALENT MANAGEMENT
Letter grades to compare officers against peers
Officers aligned by peer groups
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TALENT MANAGEMENT
Officer Cards
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TALENT MANAGEMENT
Alerts when officers are
off-track
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TALENT MANAGEMENT
Job history and goals at a
glance
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AUTOMATIC SCREENINGS
Automatic screenings
for your best
prospects
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MOBILE IMPROVEMENTS
Easy Touch ID or PIN
mobile login
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YEAR IN REVIEW: CLASS AGENT
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CLASS AGENT
Helpful next steps, flexible
choices
Easier to use
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CLASS AGENT
Track event invitations, responses,
and donation commitments in one
place
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CLASS AGENT
Event attendance reports at a
glance
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NEW & UPCOMING: REEHER PLATFORM
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SAFE HARBOR
Disclaimer: Roadmaps Are Subject to Change
This presentation is provided for informational purposes only. The product roadmap in this presentation is based on
Blackbaud's current plan as of the date this presentation was created, and is subject to change at any time, in Blackbaud's
sole discretion, without notice.
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CAMPAIGN REPORTING
Track campaign progress
across fiscal years
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CAMPAIGN REPORTING
Break down long term
campaigns by project
using proposals
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NEW & UPCOMING: ONEAPPEAL
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An average of nearly 3,500 donors have
been lost per school
There’s been a 50% decline in donor participation by
phone over the past 10 years
Simply adding new channels such as crowdfunding,
events, or social media is not making up for the loss of
phone donors
ANNUAL GIVING RESEARCH
-50% 3500 New Channels
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• Siloed communication channels• Segment-driven prioritization• Dial, Dial, Dial….
TRADITIONAL PHONE MODEL
The model is broken
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PERSON-TO-PERSON MULTI-CHANNEL PREDICTIVE
MOVING BEYOND CHANNELS
The world’s first predictive, multi-channel, person-to-person fundraising platform built specifically for annual giving programs
OneAppeal
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ONEAPPEAL
Create a Multi-
Channel Outreach Strategy
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ONEAPPEAL
Affinity-based talking points for
more engaging conversations
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ONEAPPEAL
Modern, easy-to-use
interface for students
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ONEAPPEAL
Donors can engage & donate how they prefer
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Making good even better
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PRIME OFFICERAWARDS
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PRIME OFFICERS
STANDARDS:• Visits & Proposals over $25K in FY 2018• Officers who reach these levels
consistently out-perform other gift officers
• Just 15% of qualifying Full Time Officers according the Reeher Community Benchmark Criteria
• 53 Institutions had Prime Officers for 2018
• 256 officers
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PRIME OFFICERS
A Recognition Package from Reeher
A 2018 Prime Officer Badge for their LinkedIn
Page
Registration of Achievement in the Reeher Platform on
their Player Card
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PRIME OFFICERS
• Abilene Christian University• Augustana University (SD)• Bowling Green State University• California Polytechnic State
University, San Luis Obispo• California State University, Long
Beach• California State University, San
Bernardino• Calvin College• Clemson University• Creighton University• DePauw University• Drexel University• Duquesne University• Fresno State
• Gonzaga University• Gustavus Adolphus College• Indiana State University Foundation• Kansas State University Foundation• Lipscomb University• Minnesota State University, Mankato• Montana State University Alumni
Foundation• Northern Arizona University Foundation• Nova Southeastern University• Oakland University• Old Dominion University• Otterbein University• Pacific Lutheran University• Phillips Exeter Academy• Rowan University• Saint John's University• Saint Louis University
• Saint Mary’s College (IN)• Southern Illinois University• Temple University• Texas A&M• Trinity Christian College• Tulane University• University of CA, Irvine• University at Buffalo• University of Houston• University of Kentucky• University of La Verne• University of Saint Mary• University of St. Thomas (MN)• Utah State University• Washington University in St. Louis• Wheaton College (IL)• William & Mary• Wingate University
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WHAT TO EXPECT AT VISTA
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• Reeher Complete Platform• Activity Center • OneAppeal• Class Agent
DEMO STATIONS NETWORKING & FUN• Open breakfast buffet• Lunch by interest area • Speed networking • Reception @ Muse Event
Center
THE DAYS AHEAD
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THANK YOU!UP NEXT | BREAKFAST & DEMO STATIONS @
7:30AM TOMORROW