Donor Data Analytics – What To Measure & Why

There is a myriad of metrics you can measure. With all the pressure to be “data-driven” and measuring all that you can, buzzword metrics can be tempting. However, just as ignorance can be costly, data without a plan can be equally dangerous.

 

Data Analytics needs a plan. Let’s explore. Before Diving in, you need to ask some key questions:

What can you measure?

What should you measure?

What should you expect?

What is okay?

When should you react?

Furthermore, you need some basic data literacy. Literacy has historically been associated with the ability to read and write. Data literacy is the ability to ask and answer questions from large and small data sets through an inquiry process. The proper use of data takes into consideration several principles:

Goals

What is it you are setting out to do. Is it a benchmark, end game, moon shot?

Leading vs. Lagging Indicators

Leading Indicators are like inputs – they measure the activities necessary to achieve your goals. Leading indicators can be hard to measure, but they’re easy to directly influence and describe how to achieve your goals. Lagging Indicators are like outputs – they measure the actual results. Lagging indicators show the final score of your strategy and/or efforts. These metrics are easy to measure, but hard to directly improve. 

Statistical Differences

This is the likelihood that a relationship between two or more variables is caused by something other than chance. Understanding what is truly significant in your data is critical. Organizations who do not understand this concept run the risk of knee-jerk reactions to positive or negative results, or sometimes miss something that is truly important by writing it off a simple data variation.

Outliers

Similar to the statistical differences, data outliers occur when one data point is quite noticeably like the others. It is important to look for these outliers and understand when they show a flaw in your system or opportunity to follow up.

Ethical Data Use

This is the sum of the processes and policies by which you ensure the way you collect, protect and use data is aligned with your corporate values and legislation.

Now, before you rally around specific data points, it is better to take a step back and look at what types of insights your data can provide. What types of problems do you need to solve? For example, on its own, Donor Retention is a key metric that garners a lot of attention, but it is actually a clue to a much bigger puzzle such as donor segments, giving opportunities or competitive threats.

While there are plenty of metrics for donor behaviour, let’s step back and look at the broader themes that data can support.

Donor Giving Habits

How a donor has given in the past can tell you a lot about how they may give in the future and the best way to reach out to them. Past transactions include a host of data on their own. Among the most important metrics are the recency of the last transaction, frequency of giving, average gift size and preferred giving channel.

Donor and Prospect Giving Propensity

Many organizations make the mistake of seeing propensity as something that is binary – that is either on/off – and that all donors in their base must be one or the other. Propensity is best seen as a spectrum – you can decide how far you need to go into your donor list.

Donor and Prospect Giving Capacity

Donor capacity is critical in determining where you should allocate your resources, and to right-size, the” ask” in consideration for the donor is expecting or will tolerate. Capacity can show you where opportunities lie within your current donors and can help refine what type of prospects you should target. Your own data set can provide clues – but it becomes much more powerful when combined with external data to screen the wealth and propensity to give. Third-party data is easily accessible, and with the right tools, it can be merged with your data to create a robust view of the donor.

Donor Communication Preferences

Finding the right engagement strategy for your donors is a win-win. They enjoy and engage with the communications, you see return for your effort, and funds can grow. A sub-optimal engagement is a lose-lose. The immediate impact to your bottom line is clear. Many fail to recognize the full scope of the negative impact on the donor’s experience and knock on impact to their giving. The right communication preferences rely on an analysis of preferred channels, frequency of communication and types of content provided.

The right combination of these metrics can be used to create meaningful and actionable donor segmentation. 

We get it. You need a plan you can start now. We can help. Let’s do this.

Michelle Bell

Chief Marketing Officer

Michelle has over 18 years of experience in marketing and operations. She has worked in traditional brand management for global consumer packaged good brands. In addition, she has worked in marketing and business strategy for the public sector, including Canada 150 for the Royal Canadian Mint.

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Project Manager / Account Strategist

What we are looking for

We are looking for a purpose-driven creative mind that thrives in helping clients bring their projects and aspirations to life. You will work with our clients to help them develop their strategic direction and build the marketing plan to bring it to life. You will have the pleasure (for the most part 😁) of working closely with our internal team and partners consisting of traditional and digital marketing, creative and graphic design, web developers, as well as other areas of the agency. 

You will work very closely with our team to manage, schedule, organize, and help create and implement client strategy. You will be working with several accounts and need to be able to manage your time effectively and work well on tight deadlines. 

Company Overview

karmadharma is a creative agency that helps enterprising organizations who want to do better in the world, do better. (We also put this into action and try very hard to do better every day!) Because when do-gooders do good, the results for all will be extraordinary. Our Ottawa-based creative agency is looking for a like minded human to join us in this Marketing Coordinator role.

We are growing and are looking for passionate and qualified people to join our team of extraordinary and eclectic people.

We need you to

  • Be an awesome team member
  • Make a difference in the world (No pressure. 😁)
  • Become a trusted advisor to our clients
  • Understand client needs and find creative solutions to help them achieve their goals. 
  • Understand your client sector and its challenges in order to seize opportunity of growth and make the appropriate recommendations. 
  • Develop, implement and execute strategic marketing plans
  • Coordinate initiatives with internal team and partners, 
  • Ensure projects are within scope of work, budget and in line with their branding.
  • Manage your time judiciously 

We need your

  • Strong emotional intelligence and a growth mindset (If you know everything, we are not the right place for you.)
  • Ability to not take yourself too seriously
  • Ability to think creatively and innovatively, and anticipate client’s needs
  • Great understanding of traditional and emerging marketing channels
  • Ability to work in a fast-paced, deadline-sensitive environment, managing multiple tasks with varying priorities. 
  • Familiarity with the latest trends, technologies and methodologies in creative strategy, marketing, etc.
  • Great writing and communication skills in both French and English

Your know-how

  • A strong desire to make a positive impact in the world
  • A good head on your shoulders
  • Kindness, empathy and compassion
  • A minimum of 7 years experience in marketing strategy or any related field 
  • And if you are on a journey to become a better version of yourself, you probably fit the team! 

We offer

  • Permanent, full-time position
  • Flexible schedule;
  • Possibility of remote work;
  • Office located in the Westboro district, close to all services
  • Competitive salary according to experience and qualifications;
  • Benefits.
  • Professional training.
  • Unlimited time-off
  • Office close between Christmas and New Year’s Day.

Please submit a resume that showcases the required responsibilities and skill sets above. 

Only those whose skills and qualifications closely match the requirements of this position will be contacted.

We can’t wait to meet you!

Michelle Bell

Chief Marketing Officer

Michelle is an intensely caring, and lovably nerdy, triple-threat: her creative, strategic & engineer brain are the perfect recipe for taking your organization to the next level.

Brian

Brian Mikula

Account Strategist

The entrepreneur, he will ‘tea’ you up for success (that would be more funny if you knew he founded a tea company). But seriously, this guy has a mind for marketing.

Assia Merazi

Creative Director

Mrs. Creative Worldwide hailing straight from Dubai, Assia is eager to unleash her strategic design genius on your brand. Yalla!

Jenna Araujo

Creative Lead

Jenna is the Swiss Army knife of creative…with a smile. She’s got a design solution for almost any problem accompanied by the most infectious giggle in the industry.

Geneviève
Côté-Nault

Account Coordinator

Gen will bring the energy to kick-start your project and the grit to see it through. Her conscience will find you the best strategy and probably save the planet along the way.

Jennifer
Lim-Tamkican

Creative Designer

Having done it all as a marketing freelancer, Jennifer applies a very thoughtful & practical mindset to her designs. She is the perfect combination of creative and cool in art and in life.

Karen Bramhill

Account Strategist

Artist, epidemiologist, operations specialist and true lover of life; Karen is a true polymath that brings a wealth of care and knowledge to every engagement. And for the record, ambiguity and her are not the best of friends.

Bárbara d’Oro

Content Strategist

Barbara is a journalist by trade who loves talking to people, asking great questions and giving a voice to their stories. Being Brazilian, she also loves a mean BBQ marathon at your local churrascaria.

A fresh coat of paint.

We are proud to have helped Nelligan Law refresh their look and feel. A refreshing take for a law firm, Nelligan decided to show off the more human side of their firm and their commitment to the community in their new identity. Watch the new promotional videos and see who the real hero of the story is.

Corporate Assets.

As part of a Brand Makeover for Nelligan, we created essential corporate elements, such as a website re-design, business cards, stationary, practice group guides and other marketing materials. Here is a just a taste of some of our work: 

The Campaign.

We hope you never have to call us…

Sometimes life can get messy. No one plans for this, but when it happens, you want the best on your side. These ads focus on those times. “We hope you never need us, but if you do..”

 Instead of putting our expertise and experience and the heart of the story, we chose to demonstrate our empathy and understanding for the difficulties facing our clients.Our clients are truly the heroes of our story.

Peter Georgariou

CEO & Founder

A Buddha-loving, health nut who races in Ironmans and runs marathons in his free time. He brings a bit of heart to each of his clients. Just wait and see how accurate that statement really is. 

Francesca Désulmé

Account Coordinator

Artist, communications enthusiast and social justice advocate, Francesca brings a plurality of lived experiences to the table. Organized, passionate and creative, she’ll help bring your projects to the next level.

Alan Horic

Senior Digital Ads Strategist

Alan is all-knowing (no joke) when it comes to deploying your digital marketing strategy; from search to display to Account-Based Marketing, he can turn your ads into a revenue generating machine.

Brent Martel

Web Development & Marketing Automation

Brent is our resident experts on making websites that convert and simplifying your marketing technology to make it work for you. Sounds good, right?

Rob Hyams

Chief Creative Officer

Rob has been building brands and campaigns since he came out of the womb…or at least that’s what it feels like. He has a rare gift; an ability to distill the complex into a succinct and compelling story.

We are all Care Givers.

The Montfort Hospital Foundation has been promoting the well-being of Eastern Ontario since 1986. It solicits, receives and administers funds that enable the Montfort Hospital to pursue its mission and achieve its objectives.

Recently the Foundation has launched a Regional Health Hub in Orleans that houses many specialists under one roof; an innovative evolution in healthcare creating a one-stop-shop for all your health needs.

The Need.

The Montfort Foundation was looking to tell, in a more compelling way, their story and the impact they were having in the community. 

Simultaneously, they were also looking to develop and execute a campaign strategy designed to increase awareness levels and donations for their new location and accompanying capital campaign for the Orléans Health Hub.

The Foundation's Identity.

Since the Foundation’s visual identity and narrative was hitherto directly tied to the hospital, we conducted an in-depth discovery phase, and developed a distinct design system that showcased how their work is directly impacting the efforts of the hospital to improve the health of the community.

Visual Identity

With a deep dive (and seemingly too many  post-its) into the vision and purpose of the Foundation,  “BonHomme” came to life; a symbol of care and support representing the role of the donor in the patient experience.

Website

Previously the Foundations only online presence was on the Montfort Hospital’s website. It could be hard to find, navigate and  difficult to truly understand the role of the Foundation. As part of this new identity we created a donor-friendly website which clearly communicates the impact of how donor contributions are being used to improve patient care and staff satisfaction. 

The Campaign

We subsequently developed a donor-acquisition strategy which included campaign creative, paid digital campaigns, social media campaigns as well as video, display and television ads. 

Video Campaign - TV & Digital

After helping build the Case for Support for the Orleans Health Hub Capital Campaign, we developed a creative campaign to highlight the various services and benefits of this new local, innovative health hub. At the heart of the concept was a butterfly which spoke both to transformation of health services delivery as well as a the campaign itself taking flight. 

We are more than just a thrift store.

The Society of Saint Vincent de Paul has been operating in Canada for over 175 years and is composed of 800 conferences (chapters) across Canada. They help more than 350,000 people each year providing home visits to the isolated and material support in the form of non-perishable food, clothes, household items and furniture to individuals and families. The Society also provides assistance to refugees, immigrants, and northern communities. That’s what I am talking about. We love what they do and could not wait to get started. 

The Need.

The Society was looking to broaden the awareness of the work they do, and their donor base beyond their aging membership in order to continue their much needed work for the next 175 years.

the solution.

Website

We created a new, modernized, donor friendly website that tells the story of the Society in a more compelling way integrating key points from their Case for Support.

Digital Campaign

We then deployed a series of digital campaigns and creative for various events (World Day of the Poor, Giving Tuesday, Christmas, etc.) throughout the year that ran on Facebook targeting Catholics across Canada to increase their donor base and website donations.

Print Campaign

We created a series of print assets to support the Society including an ad for the 2021 Ottawa Business Journal Giving Guide, New Donor Welcome Package and Monthly Donor Program.