Reimagine Intelligence for Fundraising Excellence

To identify potential donor segments and craft a detailed engagement plan that allows course corrections.

Vision & Short Success Story

“Maximize donor retention by identifying the potential donors and engaging them with relevant initiatives at the right time.”

Fundraisers’ success is directly linked to Donors’ willingness to participate.

What does it take to retain a donor?

Align Donor’s interests with Campaigns’ Goals

Research from DonorPerfect shows that 60% of donors would give more if their interests were understood and acknowledged.

Establishing Trust and Connectedness

According to the Edelman Trust Barometer, 59% of donors say they need to see clear evidence of their contributions' impact to maintain trust in an organization.

Timely Engagements and Communication

Engaged donors are 67% more likely to give again. Personalised communication delivered at the right time, can boost retention rates by up to 40%.

Areas of Intervention

Bringing the clarity about areas of intervention helped in focussing the team's effort and channelizing the ideas to solve targeted problems and have a clear Problem Statement

Target the Right Potential Donors

Reaching out to the potential donor segments timely (where charitable interests match the goals)

Defining the Path of Engagement

Fundraising techniques and communications aligned with the campaign

Making Informed Decisions

Monitoring the progress of campaign, planning the outreach & choice of plan

Problem Statement

Reimagining Intelligence for Fundraising Excellence

To identify potential donor segments and craft a detailed engagement plan that allows course correction.

Job to be done

“As a campaign planner, I want to target the right audience and have an effective plan to engage at different times of the year so that I can maximize donor retention.”

Tasks

Create & Executes marketing campaigns

Monitors and tracks progress of the campaign

Understands client behavior across channels, delivers continuous conversation with supporters, and implements digital marketing.

Pain Points

Donor attrition

Resource allocation

Uncertainty of closing/conversion of a prospect donor

High Cost to raise a dollar

Findings new donors in new places

Capturing increasingly large grants

Competing with well funded corporate houses

Solution Overview

Donor Segementations

It lays the foundation for a powerful outreach plan and to enhance donor targeting and optimize fundraising strategies.

Impact Created

Scale the offerings to other Industries.

Promotions Performance Management for Loyalty Cloud,
Trade Promotions Management for Consumer Goods,
Admissions and Marketing Calendar for Education Cloud etc.

3RR Roadmap

Picked up in advance planning for upcoming releases

Analytics Data Viz

Calendar and Gantt chart visualisations which are not a part of the features as yet.

Challenges

Finalizing the direction of north star for analytics

Critical decisions on problem areas to focus, Choice of cloud for use case and application

Inter-team conflicts, feedback and approvals

Divergent and Convergent approach, thorough research and then finalising on one of the direction to move ahead.

While north star exercise was being planned for Analytics but the ideas would exist only when applied in context of a Cloud/Industry, Persona, their need and User Journey. Understood critical and business importance of the cloud and underlying use cases to go ahead.

The short term nature of the project and tight deadlines required early collection of ideas and have sufficient time for iterations. Involvement of other cloud and teams required frequent feedback and approvals.