Where Does Waldo Work? T raining Webinar Sponsored by AFP and HEP

1. Where Does Waldo Work?Training Webinar Sponsored by AFP and HEP June 23, 2010 Terry Handler, T. Handler Consulting

2. Learning Objectives • After participating in this session, you will be able to: • Identify new opportunities for obtaining employment information from your constituents • Be able to approach vendors who have employment information for your constituents • Apply employment information more effectively in advancing the mission of your organization • Establish and improve matching gift information internally and with your donors • Increase your matching gifts income

3. Where Does Waldo Work? • And why do I care??? • Employment information is key in prospect identification • Many constituents may prefer to receive information from your organization at their place of work • Employment information and contact numbers are critical for major gift fundraisers and relationship building • Employment information can help drive a more effective matching gift program

4. Where Does Waldo Work? • Who needs Waldo’s work information: • Prospect Identification for Research, Major Gifts, Volunteers and Members • Major Gifts and Leadership programs to contact • Annual Giving for Matching Gifts $ increases • Corporate/Fdn to maintain, expand relationships. • Records to clean, connect, enhance value • Gifts to identify, confirm and limit surprises

5. Where Does Waldo Work? • Sources of employment information • Individual • Employer • Government • Research Companies

6. Where Does Waldo Work? • Points of contact with individual for finding employment information • Membership directories • On-line communities • Fellow constituents • Events • Telemarketing solicitations • Social networking sites

7. Where Does Waldo Work? • Companies • Fellow employees • Professional directories • Association membership

8. Where Does Waldo Work? • Government • Tax records • Real estate holdings • Securities filings

9. Where Does Waldo Work? • Research companies • With name, address, e-mail, research is possible across many publicly available databases • AlumniFinder (Lexis/Nexis) offers “People at Work” • Mines networking sites (LinkedIn, Facebook, Twitter, MySpace) • Mines state and county records, probate, associations • Corporate Affiliations (Lexis/Nexiis) provides work data • Over 1 million personnel names and titles • HEP Data offers “Employer Find” • Mines more than 100 databases • Meshes with their matching gift identification service

10. Where Does Waldo Work? • Refresh standards • New data, content, locations • Setup and testing • Workflow, update and management processes • Maturing needs • Priorities and overlapping needs by user depts. • Access and reporting • Cleaning and refreshing • Consolidate resources, sources, techniques • Communicate, participate and engage with users

11. Where Does Waldo Work? • Keep up with the sources

12. Where Does Waldo Work? • Keep up with the sources • Electronic data sources and tools • Update data services, tools • Use power of people • Projects and large updates • Timing impact from and for depts • Resources up front and in the plans • Ongoing and daily • Prioritize, tie to business • Enable data staff

13. Where Does Waldo Work?...... And is it a Matching Gift Company? • Finding Matching Gift Companies • Donor Provided Information • Obtaining information from donors • Approaches to encourage donors to find their employers • Services to Find Matching Gift Companies • Interactive services • Online and look-up services • Database matching services

14. Waldo’s E-Match Example - St. Jude Children’s Online Service (by HEP)

15. Example Tool to Find Matches - AutoMatch by HEP • Finds Matching Gift Eligible Donors by screening those not previously identified as match eligible against HEP’s database • Screens client files where client has employer information • Hit rates average 4-12% over what they have currently • Newly released version of software

16. Example Service: AutoMatch Totals & Statistics

17. Example Service: Employer Find • Finds Employer Information on 15-40% of a file when no client employer information is available How it works • Screen client files against ten+ databases containing over 70+ million records • Data comes from publicly available data and databases including the internet • Can then run that file using Automatch to • Find more matching gift eligible constituents • Typical match for first time can be around 20%

18. Example Service: EmployerFind

19. Effective pages – The Maryland Affiliate of Susan G. Komen for the Cure®

20. Waldo’s Summary • Efforts to maintain current employment information can benefit organizations in many ways • Individuals are the best source of employment information and should be solicited for this information at multiple points of contact • Companies are increasingly providing services that will research employment information for nonprofit organizations • Matching Gifts potential can be identified and increased with more employment data from donors and with help from resources like HEP

21. THANK YOU!Waldo Works for a Matching Gift Company Terry Handler, T. Handler Consulting terry@thandler.com 612-817-7752 AFP - www.afpnet.org HEP/AFP - www.hepdata.com/afp