Ideal Fundraising

• Address: PDA Solutions Ltd Unit 7 Harvard Way Kimbolton Cambridgeshire
• Tel: +44 (0) 1480­ 862999
• Fax:
• Email: enquiries@idealfundraising.co.uk
• Website: www.idealfundraising.co.uk

Ideal Fundraising is a UK based business working closely with organisations in the charitable giving arena. The Ideal Fundraising Solution has been tried and tested by agencies and charities since 2007 and is in use today by ‘household name’ charities throughout the UK.

In recent years, a large number of these fundraising groups have expressed interest in applying emerging technologies to aid their field fundraising activities. We took this opportunity to create our solution to meet the requirements of both our charity and agency based customers.

This solution makes face to face donor collection a smoother, more modern process by giving both the fundraiser and manager instant feedback and a comprehensive, up-to-date database. It will give sound return on investment by greatly increasing donor acquisition and retention together with improving system efficiency.

Because our product is extensively field tested and has been developed over several years, alongside our customers, it includes many unique features that set it apart from the competition. Fundraisers are able to get on-the-spot, offline validation and auto population of donor details from our advanced data and communications systems. They can even do this in areas where there is no mobile signal.

Our software will run on multiple devices and we can recommend the most suitable device to meet our customer’s needs.

There is a well structured, easy to operate ‘Reporting Portal’ that provides real-time data for both the individual fundraisers and the organisation – so everyone is kept in the picture at all times!

In summary this mobile or tablet fundraising software is designed to focus on the field activity of your operation. It will enhance the experience of the donor and make it easier for the fundraiser to carry out their task. It does this by making use of modern technology and media which are becoming more commonplace and the expectation of a growing number of people.

Donors and Fundraisers

The most important part of field fundraising is the acquisition and retention of donors. Using mobile technology for face to face work greatly enhances the donor experience.

Apart from hearing about a worthwhile cause expressed with passion by the fundraiser, the donor is able to view professionally packaged, on device, video, images and sound. They are also able to make a full commitment if they wish and sign up at the time. And they get the satisfaction of receiving a thank you message directly to their mobile within just a few minutes. This can be a standard response or it can be personalised by the fundraiser.

From the fundraiser’s perspective they have a “state of the art” piece of technology which can help to give them confidence and provide them with useful information. Fundraiser and team leaderboards provide them with real time statistics which, under the control of team management, helps to keep them well motivated.
 
On device databases provide instant validation and population of personal information regardless of whether there is a good mobile signal or not. This all contributes to an efficient but donor focused, sign up process.

Field Management Teams

With this technology the charity or agency benefits from a high degree of instant visibility as to what is happening in the field. In-built reporting features provide managers with real time information about sign up rates and individual performances. So field operations are better organised and understood enabling improved planning and team management.

Organisational Benefit

Apart from all the useful real-time information there is a powerful ‘back-end’ system which stores all of the data and provides straightforward reporting tools enabling that data to be cut in many ways. This is the go-to place for all things fundraising. Users can configure charities or campaigns and add media, bespoke fields or edit users.

The versatile export feature can produce almost any output that will allow the donor data (and associated tally and audit information) to be sent to all the main CRM solutions (like ThankQ, Blackbaud, Donor Perfect etc.) that are in use by charities and agencies alike. The whole mobile fundraising system can also be fully integrated with any existing CRM or data management system.

Once the analysis is complete the system provides the ability to add and assign fundraisers to specific campaigns via the ‘Campaign Manager’ section of the software. It also enables the assignment of different roles, regions, sites, unique codes and report access.

An optional feature uses precise geo-locational mapping to analyse fundraiser activity giving the exact location of each signup.

The Ideal Fundraising Solution has been tried and tested by agencies and charities since 2007 and is in use today by ‘household name’ charities throughout the UK.