Loading presentation...

Present Remotely

Send the link below via email or IM


Present to your audience

Start remote presentation

  • Invited audience members will follow you as you navigate and present
  • People invited to a presentation do not need a Prezi account
  • This link expires 10 minutes after you close the presentation
  • A maximum of 30 users can follow your presentation
  • Learn more about this feature in our knowledge base article

Do you really want to delete this prezi?

Neither you, nor the coeditors you shared it with will be able to recover it again.


We <3 Data!

Fall in love with data all over again as our chapter members share unique and helpful ways for your organization to take a data-driven approach to major gift fundraising.

APRA Great Plains

on 13 February 2015

Comments (0)

Please log in to add your comment.

Report abuse

Transcript of We <3 Data!

Portfolio Dashboards
Creating dashboards in conjunction with portfolio reviews
A little about us...
Located in Ames, IA with over 33,000 students and over 225,000 alumni
30+ development officers
4 full-time researchers
Prospect Management Policies
Past Portfolio Reviews
Portfolio Review Revamp
More of a portfolio optimization
Proactive vs. Reactive
Put research in the driver's seat
Contact Status
More contact status...
Overview of Portfolio
Research Codes
Solicitation Level
Hilary Bassett
Assistant Director of Development Research
Iowa State University Foundation
Max of 135 in portfolio; less based on other responsibilities within unit
Each prospect gets contact status based on last personal visit
Development officer led
Reactive to development officer comments
Final Dashboard - Page 1
Final Dashboard - Page 2
Thank you!
Iowa State University Foundation Research Staff
Hilary Bassett: Assistant Director of Development Research
Kristina Carroll: Assistant Director of Development Research
Tessa Fjelland: Assistant Director of Development Research
Jenny Gallagher: Director of Development Research and Data Analysis
Sandy Johnson: Executive Director of Development Research and Events
Kristi Schaben: Development Assistant of Research and Events
Questions? Please contact me: hbassett@foundation.iastate.edu
We <3 Data!
APRA-Great Plains
"How Long Has This Been Going On?"
To create this report, we use a series of attributes and queries. The attributes consist of “Current Plan Phase” and “Previous Plan Phase”. Each attribute is tied to a date. The query looks at the Current Plan attribute and the current stage of the plan/proposal.

If the attribute and stage don’t match, the prospect populates on the query. We then update the Current Plan Phase and Previous Plan Phase attributes accordingly. The attribute data is then exported into Excel and formatted into a report.

Stage Aging

Marcy Myers
Research Coordinator • Development
Boys Town
Marcy Myers
Research Coordinator - Development
Boys Town
An Internal Report For Moves Managment
It is important for any development director or manager to know how long a prospect has been in a specific phase of Moves Management: Qualification, Cultivation, Solicitation and Stewardship.
Boys Town developed an internal “Stage Aging” report that displays the number of days a prospect has been in a specific phase.
This report provides a snapshot of fundraiser Allen Smith's portfolio. His manager can see that Allen has four prospects in the pipeline that could be moved into Solicitation and $625,000 in outstanding asks. Note that Eric Thompson was asked for a gift 253 days ago; this prospect clearly needs follow-up.
Events Analysis
Mark Palmberg
Prospect Research Analyst
The University of Iowa Foundation
Business Question
Of all our
events held during the
last three fiscal years
, which events had the
greatest number of attendees make a gift
within a specific period of time
the event
Currently, we do not have a report that tracks near-term giving by event attendees and our revenue system is not linked to events.

This makes it difficult to identify constituents who, for example, made a gift to the College of Medicine after attending a College of Medicine event.
Using our CRM software’s data warehouse (Blackbaud), IBM SPSS Modeler, and Tableau,
I built a simple visualization that enables our events staff to quickly navigate all the events they’ve held over the last couple fiscal years and see which of them boasted the most donors.
I used Modeler to connect to the SQL server that houses our data warehouse. Once I identified all the necessary tables (revenue, constituent data, event attendance), I created custom variables for time-specific giving relative to event dates and revenue that could be tied to an event area. I then saved a transformed data file to use in Tableau. The eventual Tableau dashboard is a proof-of-concept we can now take to our Data Analysts in IT for the creation of a standard report on event attendee giving performance.
Mark Palmberg
Prospect Research Analyst
The University of Iowa Foundation

Questions? Contact ...
Modeler Stream
Tableau Dashboard
Major Gift Identification Using Data Visualization
To provide our staff a tool to identify major gift suspects themselves, UNI developed an online data visualization project using Advizor Solutions software. The project contains giving, biographic, geographic, education, employment, prospect ratings, involvement and membership data from our constituent database, Millennium.
Staff move between tabs selecting pertinent data which includes or excludes constituents from their query. Each selection changes the data across the whole project and updates the Data List on the first tab. Every tab contains a constituent list of who is still in the query. The navigation pane on the left gives staff information about the data on the tab and provides tips on selecting data.
This can also be used to create lists for other projects. For example, a mailing focused on planned gifts that uses the variables of age, gender, marital status, and past giving.
The project can even be used for data validation.
It must be a killer commute between her home in Colorado and her job at the University of Rhode Island.
We have found many uses for this project:
Annual giving: analysis of segments and appeals
Fundraising staff performance dashboard
Planned giving analysis
Predictive modeling
Ron Giddings
Research Analyst
University of Northern Iowa Foundation
On the first tab, staff can use check boxes to quickly filter a list. The count in the upper right hand corner changes with each filter. As an example, this selects College of Business alumni who are not assigned prospects, living in Colorado. The Data Sheet on the first tab contains constituent data can be downloaded as a spreadsheet to be used as a call list. Normally, the data is visible, but is hidden for this presentation.
A quick and easy method to produce a potential prospect list is to use the Ratings tab with gift capacity from screening and a past giving affinity score. They can be used separately or in conjunction with other variables in the project.
Some schools use their data visualization project as their primary reporting tool.
It can be used to answer data questions like "How many of our Business alumni in Colorado are former student athletes?"
for example ...
(I'm guessing she moved ...)
Full transcript