iFOLIO Quarterly Business Review
NC State
NC State + iFOLIO QBR
January 31, 2024
Jean Marie Richardson
CEO, Executive Sponsor
Rich Redoutey
VP, Account Executive
Features & Enhancements
Best practices
Examples from Peers
Chris Adams
Creative Director
Web & campaign expert for Clients
Maps out client custom content
Leads a Creative team to deliver custom projects
Rachel Carlson
Customer Success
On-Boarding
Training
Demos
NC State Goals 2024
The Annual Giving Team has merged with Alumni Engagement. Still includes the Parents Fund Team as well.
1. Engage Alumni & Donors with more robust storytelling
2. Increase Reach and Get People on the Path to Giving
3. Engage Donors and Alumni through Events
4. Increase Donor Pool & Gifts
5. Raise Funds Quickly & Efficiently
NC State iFOLIO's
iFOLIO + NC State Success
6,409 Clicks on Links:
1. 993 RSVP Reponses for Red and White Night
2. 327 Clicks on Giving links
3. 4,841 Survey Responses for the Tea Towel Vote
Industry comparisons: Nonprofits/Mailchimp - 25.17% of recipients open their emails and around 2.793% click the links inside
NC State + iFOLIO Tea Towel Vote for Design (10/29/2023)
NC State + iFOLIO Red and White Night (10/22/2022)
Opportunities
- Updated the Parent Fund iFOLIO's and Chancellor's Circle iFOLIO and send out as visual email/text campaigns
- Create any new fund proposals in iFOLIO and set-up Development Officers with access to share and check analytics
- Encourage strategic follow-up with individuals that engaged
- Campaign for NC State Day of Giving 03/20/24
1. DOD’s - Have each DOD aim to meet with 10 - 25 Donors per month, share the presentation in meeting, and send as follow-up. Genuine in person visits or zooms (best practices from Georgia Tech Development Team) - Goals & Prezo shares.
2. DOD’s - Use Shared Stat Analytics to keep track of hot prospects engagement - Analytics
3. Leadership ~ Use the Leaderboard to see the engagement and genuine work from your team - Analytics
4. Following the events, send out campaigns to create urgency and follow up 1:1 with hot prospects - Matching Campaigns & 1:1
5. Send iFOLIO campaigns for NC State's Day of Giving to both email and text messages. These will lead viewers to a visual landing page outlining all the ways they can give, and a CTA button leading them to the donation portal.
Matching Campaigns
Creative Support
Day 1-3: Campaign Build
Day 4: Send
Day 5: Shared Stat Analytics for Personal Follow-ups
Results:
- Sent 1,978 portfolios
- Generated $350,000 in direct donations
*Industry comparisons: Comcast sites = $10,000 to $50,000 per month iFOLIO = $3,333 per month & includes sites, presentations, campaigns & analytics & Creative Services
Stewardship
Endowment Reports
1. Deliver your endowment reports online with no complicated portals to maintain or new processes to adopt.
2. Delight Donors with a personalized experience.
3. Make donors feel special by highlighting their impact and their philanthropic interests in a personalized URL report for them.
4. Increase Funds donated by including "Give Now" Button
Donor Relations Campaigns
1. Send annual digital gratitude packs to each donor to share impact
2. As gifts are made acknowledge a gift with a thank you iFOLIO
3. Create a quarter digital magazine or campaign to celebrate and recognize donors
Best practices from Clemson U & Georgia Tech (halfway through $2.1 Billion campaign)
iFOLIO 2024 News and Updates
Live iFOLIO
Sites Today
Average iFOLIO
open rates
Average iFOLIO
Engagement
Engagement in
50 US States & 100 Countries.
100% Renewals in
Higher Ed
New Contracts with Northeastern U, Texas Rangers MLB, the MLB, Clemson U, Henry Ford College,
and more!
290 product updates in the last 6 months:
1. Follow-up with Adam - Compare details he's getting from his current email platform with iFOLIO email capabilities.
Google & Yahoo are making updates on Feb 1, 2024 with new requirements for “bulk” email senders.
- These changes are designed to block malicious messages and declutter user's inboxes.
- The requirements are to authenticate outgoing email, avoid sending unwanted messages, and make it easy to unsubscribe.
- Users should continue to follow well-established best practices for domain authentication i.e. DMARC, SPF, and DKIM.
iFOLIO + Sendgrid enables all of the 3 ways to authenticate your email domain - DMARC, SPF, and DKIM and adding a link to easy unsubscribe is a best practice in the email signature in iFOLIO campaigns. iFOLIO also enables SMTP.
Using iFOLIO, an organization can strongly authenticate their emails (domain authentication is already in place) and generate the high deliverability and high Trust Score with the networks they want. It does not matter which email provider is used as long as the emails are strongly authenticated.
NC State is already authenticated with iFOLIO for email including DMARC, SPF, and DKIM.
2. Rich and Adam sync on peer examples and priorities for the engagement team campaigns:
- Giving Side, i.e. presentations
- Fund appeal campaigns.
3. Train Josh and Eliza for presentation and giving funds.
4. Determine who iFOLIO connects with to support NC State's event strategy
Thank you!
Rich Redoutey
VP of Accounts
314-346-7887
rich.redoutey@ifoliocloud.com
