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Technology For Ministry Donor Support2

R
Roy Yabuki

This document discusses using technology to assist with partnership development. It outlines three major areas of partnership development - raising, tracking, and keeping partners. It then examines the needs and requirements within each area. Several potential technology solutions are presented, including Microsoft Outlook, Excel, Word, TNTMPD software, social media like Facebook, and mass mailing services. It emphasizes that technology should make partnership development easier and not harder, and that relationships are ultimately more important than tools.

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Technology for Ministry -PD Support Technology For Ministry Using Technology to Make Partnership Development Easier Roy Yabuki -DFW Director Rebekah Miller Web Coordinator Bob Schwartz Computers in Ministry Partnership Development (What is it all about?) Re-connecting with many friends Different place in relationship with each in regard to PD Asking, Re-asking, asking if they sent the check yet. thanks Simple process but need to stay on track with each person About relationship, but with so many people it is hard to remember what shared with who and what promised Tough need to stay on task and focus on relationships dont need hassle of tools. Should make it easier not harder. Three Major Areas of PD Raising Partners Tracking Partners Keeping Partners What do We Need? Raising Partners List/address book of potential ministry partners with contact info Way to keep track of where in the process of PD a person is Way to keep track of actual interaction with people Reminders for you to follow-up based on where they are in the process Tracking Pledges vs. actual giving history Analysis of response to activity (letters, appeals, website) What do We Need? Tracking Partners What we get from home office? Weekly Donor Report Annual Donor Report You learn Who is giving? How often? How and when What do We Need? Tracking Partners giving? Statistics & Analysis Crunching the data Progress to Goal? Summary of Donor giving Patterns? Average monthly giving? Last year but not this year givers? Late donors... Top givers? Giver profile? Who do Igivers? more? How? Most consistent ask for How are people giving? Scott Morton stuff What do We Need? Keeping Partners Way to keep track of interaction with people Last time said thank you How can we pray for our partners? Way to get people to experience your ministry as if they are there... Staying in contact with partners on a regular/personal basis
Technology for Ministry -PD Support Mass e-mail/Calling/Social networking Keeping people up on what is going on Snail Mail newsletter/personal mail Is someone giving more or less? Why? Solution 1 Microsoft Outlook Centralized contact manager can be shared Calendar / To-do Keep track of interaction (journal) searchable xobni add-on Flags/Categories Set Priorities/Groups/Status Mail Merge More work to personalize Can be backed up/ synced with exchange server Web/outlook/ Smart phone access with one database Outlook for Business Contact Manager workflow Solution 2 MS Excel/Word Simple searchable/sortable database Analysis of giving Data is Hand Keyed One page showing of data Mail Merge -Personalized Snail mail Email 10 Solutions 3: TNTMPD http://tntware.com Free and specifically designed for partnership development Built in support related address book, calendar, to-do functions and can be synced with Outlook, Access & Excel Tracks where you are in the donor relationship workflow Automated reminders/tasks in donor relationship workflow 11 Solutions 3: TNTMPD http://tntware.com Tracks and analyzes giving (hand input of data with potential some day of syncing with home office system) Tracks interaction with people and suggests next steps Simple reports analyzing giving patterns Birthday and Anniversary Report Can do mail merging 12 Tip1: iContact / Constant Contact http://icontact.com, http://constantcontact.com Mass E-mail Easily send attractive formatted semi-personalized e-mail messages to different types of partners No spam blocking Keep track of if your mailings are actually being effective Scheduled e-mail follow-up Approx $6-20 month 13 Solution 4: Facebook & other social media (Youtube, Picasa, Flickr, Kodak photoshare) Keep track of partners lives and interact with them as stuff happens on both sides Partners see your interaction directly with students Get in contact with "long lost friends, potential partners, etc and they see you interacting directly with students Share pictures & videos so partners/potential partners can experience your ministry as it is happening (as if they are there)
Technology for Ministry -PD Support 14 Tip 2: Chalkline Chalkline Mass Snail mail http://www.chalkline.org/ Expensive but good in a pinch 15 Other Options Database Tools Free Donor Manager (www.donormanager.com) Paid ACT!/Goldmine & other CRM Tools Microsoft Access! Saleforce.com 16 Other Options Notepad(moleskin), Calendar, address book Online slide shows (www.slideshare.net) Zoho.com (wonderful online tools like google docs) Writer CRM Notebook 17 Important Its not the tools but its your heart, your relationships and Gods grace that drives partner development It takes time to save time Set aside a day Then 10 minutes a week 18 More Ideas? Personal Technology/Ideas Blog Looking for articles! Help me help you! Send Questions, Comments, & Ideas and you will see them some day if this works. Twitter: ismtips E-mail: ismtips@gmail.com Website/blog :http://ismtips.net Network for learning from each other

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Technology For Ministry Donor Support2

  • 1. Technology for Ministry -PD Support Technology For Ministry Using Technology to Make Partnership Development Easier Roy Yabuki -DFW Director Rebekah Miller Web Coordinator Bob Schwartz Computers in Ministry Partnership Development (What is it all about?) Re-connecting with many friends Different place in relationship with each in regard to PD Asking, Re-asking, asking if they sent the check yet. thanks Simple process but need to stay on track with each person About relationship, but with so many people it is hard to remember what shared with who and what promised Tough need to stay on task and focus on relationships dont need hassle of tools. Should make it easier not harder. Three Major Areas of PD Raising Partners Tracking Partners Keeping Partners What do We Need? Raising Partners List/address book of potential ministry partners with contact info Way to keep track of where in the process of PD a person is Way to keep track of actual interaction with people Reminders for you to follow-up based on where they are in the process Tracking Pledges vs. actual giving history Analysis of response to activity (letters, appeals, website) What do We Need? Tracking Partners What we get from home office? Weekly Donor Report Annual Donor Report You learn Who is giving? How often? How and when What do We Need? Tracking Partners giving? Statistics & Analysis Crunching the data Progress to Goal? Summary of Donor giving Patterns? Average monthly giving? Last year but not this year givers? Late donors... Top givers? Giver profile? Who do Igivers? more? How? Most consistent ask for How are people giving? Scott Morton stuff What do We Need? Keeping Partners Way to keep track of interaction with people Last time said thank you How can we pray for our partners? Way to get people to experience your ministry as if they are there... Staying in contact with partners on a regular/personal basis
  • 2. Technology for Ministry -PD Support Mass e-mail/Calling/Social networking Keeping people up on what is going on Snail Mail newsletter/personal mail Is someone giving more or less? Why? Solution 1 Microsoft Outlook Centralized contact manager can be shared Calendar / To-do Keep track of interaction (journal) searchable xobni add-on Flags/Categories Set Priorities/Groups/Status Mail Merge More work to personalize Can be backed up/ synced with exchange server Web/outlook/ Smart phone access with one database Outlook for Business Contact Manager workflow Solution 2 MS Excel/Word Simple searchable/sortable database Analysis of giving Data is Hand Keyed One page showing of data Mail Merge -Personalized Snail mail Email 10 Solutions 3: TNTMPD http://tntware.com Free and specifically designed for partnership development Built in support related address book, calendar, to-do functions and can be synced with Outlook, Access & Excel Tracks where you are in the donor relationship workflow Automated reminders/tasks in donor relationship workflow 11 Solutions 3: TNTMPD http://tntware.com Tracks and analyzes giving (hand input of data with potential some day of syncing with home office system) Tracks interaction with people and suggests next steps Simple reports analyzing giving patterns Birthday and Anniversary Report Can do mail merging 12 Tip1: iContact / Constant Contact http://icontact.com, http://constantcontact.com Mass E-mail Easily send attractive formatted semi-personalized e-mail messages to different types of partners No spam blocking Keep track of if your mailings are actually being effective Scheduled e-mail follow-up Approx $6-20 month 13 Solution 4: Facebook & other social media (Youtube, Picasa, Flickr, Kodak photoshare) Keep track of partners lives and interact with them as stuff happens on both sides Partners see your interaction directly with students Get in contact with "long lost friends, potential partners, etc and they see you interacting directly with students Share pictures & videos so partners/potential partners can experience your ministry as it is happening (as if they are there)
  • 3. Technology for Ministry -PD Support 14 Tip 2: Chalkline Chalkline Mass Snail mail http://www.chalkline.org/ Expensive but good in a pinch 15 Other Options Database Tools Free Donor Manager (www.donormanager.com) Paid ACT!/Goldmine & other CRM Tools Microsoft Access! Saleforce.com 16 Other Options Notepad(moleskin), Calendar, address book Online slide shows (www.slideshare.net) Zoho.com (wonderful online tools like google docs) Writer CRM Notebook 17 Important Its not the tools but its your heart, your relationships and Gods grace that drives partner development It takes time to save time Set aside a day Then 10 minutes a week 18 More Ideas? Personal Technology/Ideas Blog Looking for articles! Help me help you! Send Questions, Comments, & Ideas and you will see them some day if this works. Twitter: ismtips E-mail: ismtips@gmail.com Website/blog :http://ismtips.net Network for learning from each other