Are You Using Data to Identify Emerging Leaders?
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I was chatting with clients in a Learn session yesterday, and we were sharing an idea that seems particularly compelling—so I thought I’d bring it to the group too!
I was chatting with clients in a Learn session yesterday, and we were sharing an idea that seems compelling—so I thought I’d bring it to the group too!
We were discussing Echelon Power Segments (it’s an IXI Wealth Append, if you haven’t used them), and some segments have been useful to organizations focusing on “emerging leaders” and building pipelines.
The particular strategy I’ll share from my conversation involves Power Segment 7 (which generally corresponds to younger, affluent people) and an organization’s idea to invite these prospects for a tour of their recently renovated facilities. What a great way to identify the most interested people in a large group of potential donors!
I thought you might like the idea—either as a literal idea for Echelon users or a conceptual idea if you’re working with other types of data—and ask you to share your creative, strategic ideas too.
What cool ideas have emerged from your office as you’ve worked with data? Share them in the comments section!
We were discussing Echelon Power Segments (it’s an IXI Wealth Append, if you haven’t used them), and some segments have been useful to organizations focusing on “emerging leaders” and building pipelines.
The particular strategy I’ll share from my conversation involves Power Segment 7 (which generally corresponds to younger, affluent people) and an organization’s idea to invite these prospects for a tour of their recently renovated facilities. What a great way to identify the most interested people in a large group of potential donors!
I thought you might like the idea—either as a literal idea for Echelon users or a conceptual idea if you’re working with other types of data—and ask you to share your creative, strategic ideas too.
What cool ideas have emerged from your office as you’ve worked with data? Share them in the comments section!
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ARCHIVED | Blackbaud Target Analytics® Tips and Tricks
04/13/2016 8:31am EDT
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-Total # of contacts who are constituents (presumably, these are folks who are very connected, or from important families)
-# of Attended events (engaged)
-Total $ donated (donations are important)
-Total # of gifts (this also awards participation in fundraising, instead of just money amounts)
-Total $ donated to Annual Fund
-Total # of gifts to the annual fund
-Total Volunteer activities (past and present)
-Class Notes submitted (sign of engagement)
We then focus on the top 10% in each category (1 point for each category you score in the top 10%), and then the top 10% of all categories (so a max of 8 total. Usually we scan a list of constituents who scored 5-7).