Premiums

If your non-profit works with merchandise of some kind, then Denari can integrate that activity with your donor management data.

If, for example, you give away a music CD for a donor who pledges $30/month, then Denari can integrate that. We can handle the charitable/non-charitable split and receipt the correct amount. We can also manage the inventory and provide shipping labels and packing slips. This can all be integrated with your web site so the donor can buy merchandise or receive premiums.

Having this all in one database gives you some great data for segmentation and reporting. It all becomes part of the picture when cultivating the donor.

National Change of Address

Denari is a powerful software tool…but it can only help you if your data is accurate.  Given that approximately 1/5 of Americans move in any given year, keeping up with your donors can seem like a full-time job. On November 23rd 2008 the USPS is changing its policies about postal discounts.  In order to qualify for any postal discounts you MUST show EVIDENCE of having cleaned your data in some very particular ways with every mailing. If not, you will pay FIRST CLASS postage on all items.  This change will affect everyone!

For years Synergy has offered NCOA services and some customers have taken advantage of it.  The NCOA service provided by Synergy has worked by automatically sending your Denari data to be cleansed, and then automatically updating Denari.  This provides a very convenient plan for you.  We’re continuing that same service but making a few changes in light of the USPS changes.

Effective immediately Synergy is offering an Open-Ended NCOA service.  You can sign-up at any time; cancel at any time.  We will run the NCOA service quarterly, and we will furnish you with documentation of the certified update of your data.

Wealth Overlay

It is amazing how much information is available on each one of us in the public forum. And now with the Internet, that information is readily available. Synergy has recently formed a partnership with a company called Wealth Engine which provides financial information on individuals. The information is statistically categorized so that it can be grouped and then utilized as a fund raising tool. For those of you familiar with Major Donor development, you know exactly what to do with this information.  Having this information will enable you to target your fund appeals based on a potential donor’s ability to give.

This add-on feature includes an account with Wealth Engine who will primarily support their data. It also includes a Wealth Overlay Segmenter that will allow you to filter any of the statistical data in Denari. You can then link that to Name Segmenter to target your mailings.

Address Standardization

Standardized data means that your names and addresses match the United States Post Office records. Addresses are validated as accurate, changed to match the Post Office standard, and the zip+4 codes are added if needed. Denari has a fully integrated module which causes your data to be standardized automatically right within Denari.

When your data has been standardized, dup checking is more accurate. For example, you may have a record entered with the abbreviation for street as ‘St.’. Someone else in your organization may attempt to enter that same donor with the word street typed out as ‘Street’. The computer doesn't recognize that as the same record and dup checking may allow it to be added creating duplicate name records. Duplicate records can be disastrous when a donor's gift history is linked to various name records making receipts and tax statements inaccurate. However, when your data has been standardized prior to entering that new record and the new record is standardized as a part of the entry process, dup checking can do a more accurate job of identifying potential duplicates by comparing apples to apples. Address Standardization can also significantly reduce your mailing costs by identifying invalid addresses prior to mailing and improve the accuracy of other data services like NCOA updates.

Synergy Offers Address Standardization in two forms. First, on and on-going basis. It is a module that can be added to your existing Denari setup and requires a monthly fee based on the number of name records in your data. Address Standardization takes place as new name records are added to your data. Second, as a one-time standardization prior to other data services.