LPF Development Contractor Report for 11/21/21
Contractor: Celicia Slafter
Measures: *New donations listed include only donations motivated by actions of the Development contractor, and could be less than the total for the month*
- Lost 4 recurring donations
- Added 4 new recurring donors at $25 monthly or more
- Two one-time donations of $77.25. (Another one-time donation came in for over $50, but not sure it can be attributed to me)
- 3 Holiday Party VIP Tickets ($585), 1 Afternoon Ticket ($5), 8 Evening Ticket ($392) tickets sold for a total of $982.
- 3 Holiday Party Sponsorships sold for $1,800
Overall Fundraising Goals:
- Since February 1st - Stripe payments: $52,876.24 + Checks: $7,000 + PayPal: $500 = $60, 376.24. $39,623.76 away from the goal of $100,000 for a year.
- Recurring contributions in Feb: 35 monthly recurring donors at $899.11
- Recurring contributions in Oct22-Nov21: 55 monthly recurring donors at $1,442.81
- Increased by 20 donors and $543.70.
- $1,557.19 away from the goal of $3,000 in monthly recurring donations.
- 223 contributors since Jan 1, 2021 including 8 organizational donors.
Action Items Completed:
- Scheduled speakers for 100@25 Club chats
- Reached out to prospective sponsors for Holiday Party
- Scheduled, Interviewed, and wrote 100@25 Club profile emails
- Reached out to prospective special guests, lined up Clint Russel
- Research food catering options - solidified plan for Pollo Tropical
- Worked on BRM application for Steven to commence
- Researched VIP Luncheon locations
- Reviewed wealth data for L2 leads and filtered high earners. Filled in contact data from SpyFly and CiviCRM
- Created direct mailing list for Holiday Party
- Worked with Katie McNeal for Holiday Party graphics concept
- Made calls to top donors and spenders about Holiday Party tickets
Action Items in Progress/Pending:
- Continue Event planning for LPF Holiday Party
- Continue Marketing, including email, social media, and targeted direct mail for Holiday Party
- Continue contacting donors for tickets
- Create more list for donation appeals
- Create Prospect donor profiles on several large LNC donors
- Contact regular LPF membership for 100@25 Club appeals
Observations:
- Based on a conversation with Steven Nekhaila and Josh Hlavka regarding challenges with using the CiviCRM for Fundraising purposes at the current moment, I analyzed how much time I am spending working with Spreadsheets to accomplish creating appeals lists for calling, emailing, and letters.
- August - 14hr 36 min spent on putting data together from Various sources to create contributor, dropped off recurring, and historic data lists. $291.88 in time.
- September - 11hr 36 min spent in sorting data from different sources to find leads and historic data plus cross-referencing CiviCRM for contact information. $231.88
- October - 9hr 28min spent in cross-referencing contact info from various sources for new donor leads. $189.24
- An average of $237.67 was spent per month in time costs of sorting and cross-referencing data to create spreadsheets.
- Because this information had not yet been compiled, some of it may have been unavoidable. Some of the trouble is directly related to challenges with the CiviCRM
- Andy Burns and Ken Moellman have answered some of my questions and made some improvements. The trouble is they need to know from me what I need, and with my experience, it is difficult to say for sure.
- In addition, many organizations, including the LNC itself, uses a different CRM for fundraising purposes than they do for general membership.
- Something like the Bloomerang proposal would solve this issue in the immediacy, and would help me become a better fundraiser with the ability to then send feedback to National to help them improve the CiviCRM for fundraising purposes into the future.
- Another big challenge is the lack of historical fundraising data input into the CiviCRM. It is my understanding the plan is to input it, but it doesn’t help in the immediacy.
- I see the Bloomerang contract as a very good short term solution to help the LPF better use our donor resources, identify new potential large donors, and improve our ability to create and sustain long-term relationships with high quality donors. It will also improve my skills and other fundraising committee members’ skills through the coaching and education programs included.
- Using the Bloomerang CRM solution should allow me to focus more of my time on reaching out to donors and potential donors and less time (maybe cut it down by half) on spreadsheet and data management.
- Not counted was time spent analyzing stripe exports for reports to get analytic data. That was an oversight, That time would be cut down, as well.
