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Page 1: KEYNOTE ADDRESS - Reeher...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

reeher.comKEYNOTE ADDRESS

Page 2: KEYNOTE ADDRESS - Reeher...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

HOUSEKEEPING

• THANK YOU!• Central time• Restrooms• We are here to help• Name badge ribbons• Scorecard material• #ReeherVista2018

Page 3: KEYNOTE ADDRESS - Reeher...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

WELCOME TO VISTA 2018!

WELCOME

Page 4: KEYNOTE ADDRESS - Reeher...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

WELCOME

WELCOME NEWSCHOOLS

Page 5: KEYNOTE ADDRESS - Reeher...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

WELCOME

WELCOME SPECIAL GUESTS

Page 6: KEYNOTE ADDRESS - Reeher...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

In 2018, 19 Minnesota

companies made the Forbes 500 List

THE TWIN CITIES

Page 7: KEYNOTE ADDRESS - Reeher...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

Minneapolis has the largest four-

faced chiming clock in the world – yes, even bigger

than Big Ben!

THE TWIN CITIES

Page 8: KEYNOTE ADDRESS - Reeher...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

Minneapolis is home to the

largest contiguous skyway system in

the world

THE TWIN CITIES

Page 9: KEYNOTE ADDRESS - Reeher...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

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

Page 10: KEYNOTE ADDRESS - Reeher...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

STATE OF THE COMMUNITY

Page 11: KEYNOTE ADDRESS - Reeher...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

1 4 10 17 2744

6387

113133 142

2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018

PLATFORM CUSTOMER GROWTH

Page 12: KEYNOTE ADDRESS - Reeher...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

THE REEHER COMMUNITY

32NATIONAL

LIBERAL ARTS

37NATIONAL

PUBLIC

17NATIONAL PRIVATE

15REGIONAL

PUBLIC

42REGIONALPRIVATE

Page 13: KEYNOTE ADDRESS - Reeher...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

159M +

142 41.8M

4800+

THE COMMUNITY

Community Benchmark

Page 14: KEYNOTE ADDRESS - Reeher...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

$5.9BILLIONThe Reeher Community Benchmark

TOTAL COMMITMENTS

UP

4.7%

THE NUMBERS

Page 15: KEYNOTE ADDRESS - Reeher...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

2,255,391The Reeher Community Benchmark

TOTAL NUMBER OF DONORS

THE NUMBERS

DOWN

0.5%

Page 16: KEYNOTE ADDRESS - Reeher...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

12.3%The Reeher Community Benchmark

PARTICIPATION RATE

DOWN

3.1%

THE NUMBERS

Page 17: KEYNOTE ADDRESS - Reeher...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

58.2%The Reeher Community Benchmark

ANNUAL GIVING RETENTION RATE

THE NUMBERS

UP

0.3%

Page 18: KEYNOTE ADDRESS - Reeher...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

4,803The Reeher Community Benchmark

ACTIVE USER POPULATION

THE NUMBERS

UP

8.8%

Page 19: KEYNOTE ADDRESS - Reeher...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

71%The Reeher Community Benchmark

PLATFORM USAGE RATE

THE NUMBERS

UP

6%

Page 20: KEYNOTE ADDRESS - Reeher...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

24The Reeher Community Benchmark

MEMBERS OF THE COMMUNITY ADVANCING AT LEAST ONE STAGE

THE NUMBERS

UP

24%

Page 21: KEYNOTE ADDRESS - Reeher...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

Making good even better

Page 22: KEYNOTE ADDRESS - Reeher...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

WELCOME

Steve MacLaughlinVice President of Data & Analytics

Page 23: KEYNOTE ADDRESS - Reeher...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

Making good even better

Page 24: KEYNOTE ADDRESS - Reeher...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

FULL CIRCLE:The Quest For Lifetime Value In Advancement

Page 25: KEYNOTE ADDRESS - Reeher...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

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?

Page 26: KEYNOTE ADDRESS - Reeher...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

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

Page 27: KEYNOTE ADDRESS - Reeher...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

1

INDUSTRY EVOLUTION & ADVANCEMENT

Page 28: KEYNOTE ADDRESS - Reeher...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

2

INDUSTRY EVOLUTION & ADVANCEMENT

Page 29: KEYNOTE ADDRESS - Reeher...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

INDUSTRY EVOLUTION & ADVANCEMENT

3

Page 30: KEYNOTE ADDRESS - Reeher...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

INDUSTRY EVOLUTION & ADVANCEMENT

4

Page 31: KEYNOTE ADDRESS - Reeher...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

INDUSTRY EVOLUTION & ADVANCEMENT

3

Page 32: KEYNOTE ADDRESS - Reeher...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

Strategy Control ResourcesSkill Level

GAPS

Page 33: KEYNOTE ADDRESS - Reeher...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

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

Page 34: KEYNOTE ADDRESS - Reeher...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

YEAR IN REVIEW: REEHER PLATFORM

Page 35: KEYNOTE ADDRESS - Reeher...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

TALENT MANAGEMENT

Set & review officer goals

Email Goal notifications to

Gift Officers

Page 36: KEYNOTE ADDRESS - Reeher...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

TALENT MANAGEMENT

Letter grades to compare officers against peers

Officers aligned by peer groups

Page 37: KEYNOTE ADDRESS - Reeher...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

TALENT MANAGEMENT

Officer Cards

Page 38: KEYNOTE ADDRESS - Reeher...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

TALENT MANAGEMENT

Alerts when officers are

off-track

Page 39: KEYNOTE ADDRESS - Reeher...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

TALENT MANAGEMENT

Job history and goals at a

glance

Page 40: KEYNOTE ADDRESS - Reeher...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

AUTOMATIC SCREENINGS

Automatic screenings

for your best

prospects

Page 41: KEYNOTE ADDRESS - Reeher...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

MOBILE IMPROVEMENTS

Easy Touch ID or PIN

mobile login

Page 42: KEYNOTE ADDRESS - Reeher...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

YEAR IN REVIEW: CLASS AGENT

Page 43: KEYNOTE ADDRESS - Reeher...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

CLASS AGENT

Helpful next steps, flexible

choices

Easier to use

Page 44: KEYNOTE ADDRESS - Reeher...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

CLASS AGENT

Track event invitations, responses,

and donation commitments in one

place

Page 45: KEYNOTE ADDRESS - Reeher...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

CLASS AGENT

Event attendance reports at a

glance

Page 46: KEYNOTE ADDRESS - Reeher...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

NEW & UPCOMING: REEHER PLATFORM

Page 47: KEYNOTE ADDRESS - Reeher...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

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.

Page 48: KEYNOTE ADDRESS - Reeher...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

CAMPAIGN REPORTING

Track campaign progress

across fiscal years

Page 49: KEYNOTE ADDRESS - Reeher...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

CAMPAIGN REPORTING

Break down long term

campaigns by project

using proposals

Page 50: KEYNOTE ADDRESS - Reeher...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

NEW & UPCOMING: ONEAPPEAL

Page 51: KEYNOTE ADDRESS - Reeher...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

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

Page 52: KEYNOTE ADDRESS - Reeher...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

• Siloed communication channels• Segment-driven prioritization• Dial, Dial, Dial….

TRADITIONAL PHONE MODEL

The model is broken

Page 53: KEYNOTE ADDRESS - Reeher...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

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

Page 54: KEYNOTE ADDRESS - Reeher...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

ONEAPPEAL

Create a Multi-

Channel Outreach Strategy

Page 55: KEYNOTE ADDRESS - Reeher...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

ONEAPPEAL

Affinity-based talking points for

more engaging conversations

Page 56: KEYNOTE ADDRESS - Reeher...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

ONEAPPEAL

Modern, easy-to-use

interface for students

Page 57: KEYNOTE ADDRESS - Reeher...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

ONEAPPEAL

Donors can engage & donate how they prefer

Page 58: KEYNOTE ADDRESS - Reeher...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

Making good even better

Page 59: KEYNOTE ADDRESS - Reeher...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

PRIME OFFICERAWARDS

Page 60: KEYNOTE ADDRESS - Reeher...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

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

Page 61: KEYNOTE ADDRESS - Reeher...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

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

Page 62: KEYNOTE ADDRESS - Reeher...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

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

Page 63: KEYNOTE ADDRESS - Reeher...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

WHAT TO EXPECT AT VISTA

Page 64: KEYNOTE ADDRESS - Reeher...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

• 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

Page 65: KEYNOTE ADDRESS - Reeher...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

THANK YOU!UP NEXT | BREAKFAST & DEMO STATIONS @

7:30AM TOMORROW