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2014	
  NEDRA	
  Conference	
  
Strategies	
  for	
  Success	
  
March	
  20-­‐21,	
  2014	
  
Revere	
  Hotel,	
  Boston,	
  MA	
  
Big	
  Data,	
  Big	
  Gifts:	
  	
  
Social	
  Donor	
  Management	
  with	
  
LinkedIn	
  &	
  Facebook	
  	
  
Jesse	
  Bardo,	
  Co-­‐Founder,	
  EverTrue	
  	
  
Jesse	
  Bardo	
  (@bardo)	
  
Co-­‐Founder,	
  	
  EverTrue	
  
	
  
1	
  
Mapping	
  Strategic	
  Importance	
  
2	
  
*67% of all US internet users 	
  
3	
  
Facebook	
  is	
  the	
  Social	
  Graph	
  	
  
*Credit: LinkedIn Marketing	
  
4	
  
LinkedIn	
  is	
  the	
  Professional	
  Graph	
  	
  
5	
  
The	
  Mobile	
  Wave	
  
Mobile Internet to Surpass Desktop in 2015	
  
6	
  
2013	
  Mobile	
  +	
  Social	
  Convergence	
  
Entertainment	
  
Transportation	
  	
  
Commerce	
  	
  
Real	
  Estate	
  
What Does This Mean For Fundraising?	
  
7	
  
The Donor Graph
Engagement	
  
Age	
  
Real	
  estate	
  assets	
  
Wealth	
  screening	
  	
  
Other	
  giving	
  
Class	
  Leadership	
  
Reunion	
  Attendance	
  
Event	
  Attendance	
  
Other	
  Volunteerism	
  
Engagement	
  	
  
+	
  Capacity	
  
9	
  
Traditional	
  Donor	
  Segmentation	
  
Engagement	
  
10	
  
The	
  Donor	
  Graph	
  
70% of donor management records have
inaccurate or incomplete career data*	
  
*EverTrue analysis; accurate and complete career data defined as current title, company and industry	
  
11	
  
*Participation defined as FY’13 giving greater than zero	
  
12	
  
LinkedIn	
  Members	
  Are	
  70%	
  More	
  	
  
Likely	
  to	
  Give	
  than	
  Non-­‐Members*…	
  
	
  	
  
%	
  of	
  	
  
members	
  across	
  the	
  gi9	
  
pyramid	
  	
  
$1m	
  -­‐	
  $24.9m	
  	
  
$50k	
  -­‐	
  $1m	
  	
  
$25k	
  -­‐	
  $50k	
  
<$25k	
  
Social	
  Donor	
  Pyramid:	
  LinkedIn	
  	
  
A	
  
34.8%	
  
B	
  -­‐	
  42.9%	
  
C	
  –	
  55.2%	
  
D	
  –	
  59.1%	
  	
  
E	
  –	
  63.8%	
  	
  
F	
  –	
  62.1%	
  
G	
  –	
  61.0%	
  
H	
  –	
  54.4%	
  	
  
I	
  –	
  46.1%	
  	
  
*EverTrue analysis of FY 13 giving	
  
$- ! $100 ! $200 ! $300 ! $400 ! $500 ! $600 !
Pharmaceuticals!
Financial Services!
Real Estate!
Philanthropy!
Retail!
Telecommunications!
Consumer Goods!
Investment Management!
Investment Banking!
Venture Capital & Private Equity!
13	
  
Top	
  10	
  Industries	
  by	
  Median	
  Gift	
  
46% adoption; 52% among 1980-2010	
  
*EverTrue analysis; accurate and complete career data defined as current title, company and industry	
  
14	
  
LinkedIn’s	
  data	
  quality	
  is	
  ~25x	
  better*	
  
*EverTrue analysis of Brown University FY 13 giving	
  
0%	
  
10%	
  
20%	
  
30%	
  
40%	
  
50%	
  
60%	
  
LinkedIn	
   Microso7	
   Salesforce	
   Apple	
   Facebook	
   TwiAer	
   Google	
   Dropbox	
   Amazon	
  
Giving	
  Participation	
  at	
  Leading	
  Tech	
  
Companies	
  
$0	
  
$100	
  
$200	
  
$300	
  
$400	
  
$500	
  
$600	
  
0%	
   10%	
   20%	
   30%	
   40%	
   50%	
   60%	
  
*EverTrue analysis of Brown University FY 13 giving	
  
Technology	
  Donor	
  Map	
  
0.0%	
  
10.0%	
  
20.0%	
  
30.0%	
  
40.0%	
  
50.0%	
  
60.0%	
  
J.P.	
  Morgan	
   Bank	
  of	
  America	
   Morgan	
  Stanley	
   Goldman	
  Sachs	
   CiQ	
   Deutsche	
  Bank	
  
*EverTrue analysis of Brown University FY 13 giving	
  
Giving	
  Participation	
  at	
  Wall	
  Street	
  Banks	
  
$0	
  
$200	
  
$400	
  
$600	
  
$800	
  
$1,000	
  
$1,200	
  
0.0%	
   10.0%	
   20.0%	
   30.0%	
   40.0%	
   50.0%	
   60.0%	
  
*EverTrue analysis of Brown University FY 13 giving	
  
Wall	
  Street	
  Donor	
  Map	
  
$1m	
  -­‐	
  $24.9m	
  	
  
$50k	
  -­‐	
  $1m	
  	
  
$25k	
  -­‐	
  $50k	
  
<$25k	
  
%	
  of	
  Facebook	
  Likers*	
  across	
  
the	
  gi9	
  pyramid	
  	
  
A	
  
1.7%	
  
B	
  –	
  4.1%	
  
C	
  –	
  3.3%	
  
D	
  –	
  5.0%	
  
E	
  –	
  6.5%	
  
F	
  –	
  6.4%	
  
G	
  –	
  	
  7.1%	
  	
  
H	
  –	
  7.9%	
  
I	
  –	
  8.3%	
  	
  
*'Facebook	
  Liker	
  %	
  of	
  total'	
  =	
  percentage	
  of	
  cons7tuents	
  at	
  this	
  research	
  ra7ng	
  	
  
that	
  are	
  engaged	
  on	
  Facebook	
  
Social	
  Donor	
  Pyramid:	
  Facebook	
  	
  
0%!
10%!
20%!
30%!
40%!
50%!
60%!
70%!
80%!
90%!
Non-Fans! FB Engaged!
Participation Rate!
Participation Rate!
15	
  
Facebook	
  Likers	
  Are	
  30%	
  More	
  Likely	
  
to	
  Participate…	
  
0.0%!
10.0%!
20.0%!
30.0%!
40.0%!
50.0%!
60.0%!
70.0%!
0! 1! 2-9! 10+!
16	
  
More	
  Likes	
  =	
  More	
  Participation	
  
•  Significantly	
  Reduce	
  Manual	
  Data	
  Entry	
  
•  Improve	
  Field	
  Fundraiser	
  ProducQvity	
  
•  Prospect	
  IdenQficaQon	
  
•  Event	
  and	
  Volunteer	
  Management	
  	
  
	
  
ROI	
  Potential	
  	
  
28	
  
Mapping	
  Strategic	
  Importance	
  
Jesse	
  Bardo	
  (@bardo)	
  
1	
  

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NEDRA Big Data, Big Gifts: Social Donor Management

  • 1. 2014  NEDRA  Conference   Strategies  for  Success   March  20-­‐21,  2014   Revere  Hotel,  Boston,  MA   Big  Data,  Big  Gifts:     Social  Donor  Management  with   LinkedIn  &  Facebook     Jesse  Bardo,  Co-­‐Founder,  EverTrue    
  • 2. Jesse  Bardo  (@bardo)   Co-­‐Founder,    EverTrue     1  
  • 4. *67% of all US internet users   3   Facebook  is  the  Social  Graph    
  • 5. *Credit: LinkedIn Marketing   4   LinkedIn  is  the  Professional  Graph    
  • 6. 5   The  Mobile  Wave  
  • 7. Mobile Internet to Surpass Desktop in 2015   6   2013  Mobile  +  Social  Convergence  
  • 12.
  • 13.
  • 14. What Does This Mean For Fundraising?   7  
  • 16. Engagement   Age   Real  estate  assets   Wealth  screening     Other  giving   Class  Leadership   Reunion  Attendance   Event  Attendance   Other  Volunteerism   Engagement     +  Capacity   9   Traditional  Donor  Segmentation  
  • 17. Engagement   10   The  Donor  Graph  
  • 18. 70% of donor management records have inaccurate or incomplete career data*   *EverTrue analysis; accurate and complete career data defined as current title, company and industry   11  
  • 19. *Participation defined as FY’13 giving greater than zero   12   LinkedIn  Members  Are  70%  More     Likely  to  Give  than  Non-­‐Members*…      
  • 20. %  of     members  across  the  gi9   pyramid     $1m  -­‐  $24.9m     $50k  -­‐  $1m     $25k  -­‐  $50k   <$25k   Social  Donor  Pyramid:  LinkedIn     A   34.8%   B  -­‐  42.9%   C  –  55.2%   D  –  59.1%     E  –  63.8%     F  –  62.1%   G  –  61.0%   H  –  54.4%     I  –  46.1%    
  • 21. *EverTrue analysis of FY 13 giving   $- ! $100 ! $200 ! $300 ! $400 ! $500 ! $600 ! Pharmaceuticals! Financial Services! Real Estate! Philanthropy! Retail! Telecommunications! Consumer Goods! Investment Management! Investment Banking! Venture Capital & Private Equity! 13   Top  10  Industries  by  Median  Gift  
  • 22. 46% adoption; 52% among 1980-2010   *EverTrue analysis; accurate and complete career data defined as current title, company and industry   14   LinkedIn’s  data  quality  is  ~25x  better*  
  • 23. *EverTrue analysis of Brown University FY 13 giving   0%   10%   20%   30%   40%   50%   60%   LinkedIn   Microso7   Salesforce   Apple   Facebook   TwiAer   Google   Dropbox   Amazon   Giving  Participation  at  Leading  Tech   Companies  
  • 24. $0   $100   $200   $300   $400   $500   $600   0%   10%   20%   30%   40%   50%   60%   *EverTrue analysis of Brown University FY 13 giving   Technology  Donor  Map  
  • 25. 0.0%   10.0%   20.0%   30.0%   40.0%   50.0%   60.0%   J.P.  Morgan   Bank  of  America   Morgan  Stanley   Goldman  Sachs   CiQ   Deutsche  Bank   *EverTrue analysis of Brown University FY 13 giving   Giving  Participation  at  Wall  Street  Banks  
  • 26. $0   $200   $400   $600   $800   $1,000   $1,200   0.0%   10.0%   20.0%   30.0%   40.0%   50.0%   60.0%   *EverTrue analysis of Brown University FY 13 giving   Wall  Street  Donor  Map  
  • 27. $1m  -­‐  $24.9m     $50k  -­‐  $1m     $25k  -­‐  $50k   <$25k   %  of  Facebook  Likers*  across   the  gi9  pyramid     A   1.7%   B  –  4.1%   C  –  3.3%   D  –  5.0%   E  –  6.5%   F  –  6.4%   G  –    7.1%     H  –  7.9%   I  –  8.3%     *'Facebook  Liker  %  of  total'  =  percentage  of  cons7tuents  at  this  research  ra7ng     that  are  engaged  on  Facebook   Social  Donor  Pyramid:  Facebook    
  • 28. 0%! 10%! 20%! 30%! 40%! 50%! 60%! 70%! 80%! 90%! Non-Fans! FB Engaged! Participation Rate! Participation Rate! 15   Facebook  Likers  Are  30%  More  Likely   to  Participate…  
  • 29. 0.0%! 10.0%! 20.0%! 30.0%! 40.0%! 50.0%! 60.0%! 70.0%! 0! 1! 2-9! 10+! 16   More  Likes  =  More  Participation  
  • 30. •  Significantly  Reduce  Manual  Data  Entry   •  Improve  Field  Fundraiser  ProducQvity   •  Prospect  IdenQficaQon   •  Event  and  Volunteer  Management       ROI  Potential    
  • 31. 28   Mapping  Strategic  Importance