Product Spotlight: Managing the Life-Cycle of Your Donors: Understanding Business Rules and Fundraising Automation
Event Details
Have you ever struggled with timely donor acknowledgement? Ever wished you could easily target cultivation to key donors in a consistent, systematic way? Processes at many organizations can be sporadically implemented and sometimes capricious having evolved organically over years.
These flawed processes leave the nonprofit highly vulnerable to sub-optimal constituent management because each organization's business rules for this mission-critical function -- the standard operating procedures and routines that have evolved into the group's best practices -- mostly exist in the institutional memories of individuals rather than in the infrastructure of the organization. In addition, the reliance on individuals to consistently remember and properly execute on key processes -- like timely acknowledgements with versioning by gift-level and donor type, new donor welcome series via mail and/email, or cultivation and upgrade appeals based upon a donor action like event attendance -- presents a serious risk that donors and other constituents will have inconsistent treatment, which results in current as well as potential income loss.
This Webinar will look at how implementing business rules in Orange Leap can automate your fundraising cycle and actually manage the donor life-cycle for you, leaving you free to focus on strategy, personal outreach and your mission
This event is FREE! Get the Recording!
Presented by: Leo D'Angelo, CTO Orange Leap; and Matt McCabe, Vice President of Community, Orange Leap.
Leo D’Angelo, CTO, Orange Leap
A technology visionary with a longstanding passion for open solutions, D'Angelo has more than two decades of broad ranging experience from founding successful high tech companies to developing innovative software and systems for some of the biggest names in Corporate America. At Orange Leap, D'Angelo heads software development, services and support functions.
D'Angelo established himself as a leading-edge technologist in the 1980s when he designed and implemented a groundbreaking, open technology infrastructure for Fidelity Investments next-generation equity trading floor. With financial backing from Fidelity, D'Angelo then launched a subsidiary company, Devonshire Technologies, to market similar solutions to the broader investment community.
Subsequently, as CTO of J2 Global Communications (NASDAQGS: JCOM), the world's largest online fax services company, Leo developed and managed the first service for sending and receiving faxes anywhere one can access email. As part of the management team, he helped lead J2 during a period of tremendous growth to more than 9 million customers and from $5 to more than $35 per share. Leo joined J2 after the company acquired the firm he founded, Timeshift, which created and marketed a communications platform for purchasing online communication services.
Most recently prior to Orange Leap, Leo was CTO of Dragon Media, which offers email, Web marketing and lead generation solutions for higher education and whose clients include University of Phoenix, the largest online university. Before Dragon Media, Leo served as Vice President of Product Development for Corprasoft, a top software vendor for Fortune 500 in-house legal departments. At Corprasoft, Leo worked with Aetna, Boeing, BMW North America, Goldman Sachs and Honeywell, and helped orchestrate the company's acquisition.
Matt McCabe, Vice President of Community, Orange Leap.
Matt is one of
today’s leading nonprofit consultants, with nearly a decade and a half
of experience helping charitable organizations around the world
optimize their online marketing and fundraising, integrated marketing,
business process and organizational strategy, direct mail, and media
and print campaigns.
His clients have included a “who’s who” of nonprofits, among them,
World Vision, The Children's Society (UK), Tearfund, The ONE Campaign,
American Red Cross, UNCF-the United Negro College Fund, Jewish National
Fund, National Wildlife Federation, National Association of Realtors
and Habitat for Humanity.
At Orange Leap, Matt is in charge of cultivating a vibrant community to
ensure that all users get the most value from the company’s open source
software and can easily partner with one another on development as well
as share applications and knowledge.
Prior to Orange Leap, Matt was a Principal Consultant for Convio, the
online constituent relationship management (CRM) company. Before
Convio, Matt was Director of New Media at London-based Premier Media
Group, where he helped implement a CRM system across the company’s
properties, including several radio stations, an online television
channel and four print magazines.
A recognized industry expert, Matt is a frequent speaker at nonprofit
conferences and also writes for nonprofit trade publications and Web
sites. He is on the Board of Directors of Cambridge, Mass.-based The
Pendulum Project, which empowers grassroots organizations that support
children in AIDS-affected regions of sub-Saharan Africa. Additionally,
Matt is a member of the Institute of Direct Marketing in London. He
holds a Bachelor of Arts degree in English and Philosophy from Wheaton
College.
About Product Spotlight Webinars
Product Spotlight Webinars are presented by sponsors. In these sessions, you'll have the opportunity to learn about products and services, as well as some of the latest trends in the sector. Content in these sessions has been developed solely by the sponsor.
Event Materials
OrangeLeap_Product_Spotlight_07.29.09.pdf
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