Name: Simplifying Data, Reporting, and Fund Management with Virtuous: Can Your CRM Do This?
Uploaded: 2025-02-11T20:31:00.538Z
Duration: 39 min 48 s
Description: Simplifying Data, Reporting, and Fund Management with Virtuous: Can Your CRM Do This?

Transcript for "Simplifying Data, Reporting, and Fund Management with Virtuous: Can Your CRM Do This?": Wanna go on stage two, Kayla, you can. Hey, everybody. Welcome. If you are here and if you're looking for the simplifying data reporting and fund management with Virtuous, can you see them do that? If you're looking for that live event, you are in the right place. Welcome. Happy to have you. We're gonna start things in earnest here. We have, a lot to talk about and share with y'all. First things first, before we kind of get too far down, I wanna start with some housekeeping items. First thing I want you to do is navigate over to the right side of your screen and look at the messages and chat function. Feel free to chat with any of your fellow attendees. We've got about 35 people registered for this, so so we expect about, 10 to 15. Wanna kick us off and drop, in the chat where you're joining from, and the organization you represent, kind of just get us started here and get this conversation rolling. Second thing, for housekeeping is that the session will be recorded. Fret not if you, do not have this, if you have to bail early or anything like that, we will record it and send out the recap via email. Or if you wanna share this, with any of your colleagues or anybody you, you know of who might benefit from the information, You don't need to have registered to access the recording. And finally, we're glad we're that you're all here with us. This is gonna be a fun and informative session. Let me introduce myself. My name is Will Shiflebein. I'm the director of growth here at Virtuous. My career was in nonprofit fundraising before I moved over to the tech side of the house. And I was I'm a former recovering director of annual giving, and I feel like I'm that that trauma is gonna be with me for the rest of my life. But I wanna introduce my colleague here, Kayla Schneider. Kayla, who are you and why are you here? Hi, y'all. Yeah. Well, you didn't tell me we were using pictures of our kids. People are gonna like you way more than they like me. I think I got a cute one in there. I'm Kayla Schneider. I am our DBA in residence here at Virtuous. My background is I have done, fundraising, and database administration, for over a decade in higher education, settings, really focusing on, like, data health, cleanliness, business intelligence, and data analytics. So I spent a lot of time with our accounting folks. I never knew I would be a nonprofit tax expert when I came into this field, but here we are. Yeah. So just excited to chat with you all and, yeah, see what purchase can look like for this. Cool. Well, here's some of the things we wanna cover today, because you'll notice that a lot of our content is gonna be geared towards the folks on this call, which typically means you're representing somebody, you know, on the finance, accounting, maybe you're the CFO, maybe you report to the CFO. The pain points you have in fundraising and fundraising technology are gonna be radically different than what I would have faced where, you know, when I was in that era of my life as a director of Daniel Givin. I really cared about some of the reporting and functionalities. I really cared about the marketing tools. Some of those things you might not care anything about. So these are things we think you might actually care about, things you experience on a daily basis. You know, you might be dealing with bad data. So things that are just straight up incorrect in the database. Or two, even just as challenging, the data is inaccessible or it's not in a format that's useful to you, either that's, the raw data itself or the reporting. And speaking of reporting, you may lack the reporting you need. Maybe it's super manual and takes a lot of work to run every time. Maybe you can't access the reporting, and you have to rely on some other colleague to get it to you. Speaking of which, maybe you exist in a world where you've got a ton of different systems, none of which talk to each other. It leads to this multi system chaos where we're not really able to share. We're not really sure where we need to go for that piece of information. And then finally, this this is the horse story we always hear with CFOs and accounting teams is, man, online giving is such a pain in the butt. Reconciling what's in the online giving system, what's in the donor database, and what's in the accounting software. You can't ever seem to get all three to line up. If any of those sound familiar, drop a a reaction or a comment in the chat if I'm if we're tracking well. And so before we jump into a lot of those, we wanna give you just a very brief 30,000 foot view of what Virtuous is and why it's a little bit different than your typical donor management software. We exist in this world where fundraising, is facing a significant challenge that most of the communication and messaging that your donors are receiving is unresponsive and it's this one to many largely either clinical or non personalized or not relevant, information for your donors. And your donors are receiving that information from you, from you and your you and your team, all the while the world they live in has fundamentally changed, where they're getting these personalized, specific messages from all these other brands. And so they're getting this two way behavior driven, you know, Amazon knows I'm at a detergent before I know I'm at a detergent. And all the while the nonprofit I've been giving to for ten years can't get my annual giving statement right every year. And it's not their fault, it's not because they're ungenerous with with their spirit, it's that they're just busy and they're dealing with outdated technology. And so what's the future in a in a world where maybe the the the teams are using Virtuous is a more responsive model for generosity. So we call it responsive fundraising. And the first thing, the model of fundraising or responsive fundraising requires you to do is you have to be able to listen to your donors. And the more you listen, the more you're gonna actually understand what each of those donors cares about and why they give. And that leads to this deeper level of connection, and giving is something that's deeply personal. It's among the most personal relationships that we have in our lives. And And so your engagement should be personal too. So your ability to connect in this responsive way personally at scale with all of your donors is something that is incumbent upon you and your team if you're gonna be, you know, thriving in in the next decade. Once you've connected with that with that donor, then the idea is that you suggest the next best step for that donor in their journey. Rather than having this, you know, one to many same call to action for every donor, maybe that donor is not ready to give that second gift yet. Maybe they wanna engage in some sort of volunteer opportunity. Maybe they wanna give a testimonial for the marketing team. Whatever that might be, we wanna suggest the next best step for that donor in their journey. And then you have to learn from what you've just done. Right? You have to analyze reporting, iterate, and improve every time, and that's responsive fundraising at its core, and that's why Virtuase is really more than just a donor database. It's a responsive fundraising platform made up of all of these tools you see here, but also many more as well. And so this this platform is the goal is really to deliver those personal connections with donors and grow giving as a modern true nonprofit CRM. And so that is like the really fast 30,000 foot view of what Virtuos is and what we believe it can deliver to your team. I'm gonna turn it over to Kayla who's gonna walk us through kind of what this might look like for you and your team. Yeah. So I'm gonna share my screen. I'm gonna be smart about it because I can figure this out here. When we think about, how do we do this, we are gonna do a couple of things. I'm sorry. You know, my computer is will not gonna let me hold on. Hey. Technology today. Okay. Here we go. Okay. Perfect. I got it. I got it. Oh, maybe. Maybe not. Maybe not. Well, I'll just go through multiple stages. We'll figure it out. We'll figure it out y'all. Okay. Let's see. Am I sharing my screen? There you go. Perfect. Okay. I'm gonna have to share it multiple times. We'll figure it out. Okay. So when we think about how what some of the things that are important to you, I think one of the things that like, a few of the things that Will touched on are gonna be our, online giving. Right? Giving gifts, really important. How do we make sure that they're designated to the right place? How do we make sure the data gets in in in well? Good data the first time, so important to think through that. And then how do we make sure that, you know, we are updating information appropriately? So we're gonna kind of look at what that looks like with inside of Virtuous. And then thinking about what does it look like for teams to use Virtuous. I think one of the things that I love the most about our platform is how easy it is to use for everyone. I will say I was a big stopping gap for a lot of people. Like, I was a roadblock for a lot of people to get access to data. One, because they never wanted to log in to the system because it was so clunky. And two, they just couldn't get their reports. So we'll add nonreporting, and how do we make sure that people can really, engage there as well? I'm starting here on some giving pages. A couple of things I think that are important is, right, what are we what does that look like? How do we do some online giving? That's important. When we think about what are some of the pieces that we offer, how do we track that, what are some of you know, how can people give gifts? Right? How are we just doing checks? Can we offer credit cards? What does it look like to make it easy for donors to do Apple Pay and Google Pay and some of those things? So this is an example of one of our pages. Pages are really meant to be an outward expression of your brand and how your organization, wants to engage with your supporters. And so here, this is a simple web page just that's allowing people to see the mission. Right? What does it look like? That can include, images or videos and those types of things. But when we think about this page in particular in the form, a couple of things I like to call out here are making sure it's accessible for all, of our supporters, whether it be a one time or a monthly gift. So you can see here, we're actually updating our amounts based on the type of giving that we're looking at. How do we increase that lifetime value of our supporters by really focusing on that recurring giving, that up upselling opportunity to make sure that we're getting them there, that we're asking them to be a recurring donor. That's gonna be something that's baked directly into our forms here. One of the things I also love to call out is that this ask array here, this is actually what we call a smart ask array. We're asking, we're looking at the database and saying, hey. I know this person. So it's recognizing when someone comes to the page and they've been here before and also that they've given before and saying, you know, Kayla normally gives $50. Her amount here is gonna start at $50, but maybe Will always gives $200. Let's have his amount start at 200 and then 400, 6 hundred, a thousand. Right? Let's adjust that amount based on how somebody normally gives. Right? We'll talk a lot about what do we see personalization at scale. And that starts here on a giving page, making sure that we're asking the right amount of each supporter. We wanna make sure that we are maximizing every ask, and this is a really easy simple way to do that. And so here, as I mentioned, how do we make it, you know, option to make sure that we're asking for that monthly giving? How do we increase that revenue every single month? Right? That's really getting those commitments for recurring gifts. So you can see here, we have this, recurring gift prompt that's saying, hey. You've said you wanna give a hundred dollars 1 time. What does that look like? Maybe how about you actually donate $10 a month? Well, in actuality, that's actually gonna be more in one year than I was actually planning to give you today. Right? It's actually gonna be a hundred and $20 rather than that hundred dollars today. Oh, but maybe I could actually do $25 a month. That, again, is going to increase that lifetime value, but also allows us to make sure that we have a sustainable recurring giving program that we can count on every single month. And then as I mentioned, making it easy for people to give those gifts. Right? So that is gonna include wallet options, PayPal, Venmo, making sure that everybody can easily give, I'll tell you. I don't know my credit card number. And if you ask me to go and get my credit card to do a form, I'm probably gonna abandon because I'm like, oh, I don't have time for this. My card is in my my car, and I can't go get it right now. But, man, if I could just easily come into Google Pay or PayPal, that's the way that is gonna make me give automatically. Right? So those are some small things when we think about what's important to that. Right? And then just thinking through, like, making sure that people can cover those donation costs as well. We wanna make sure that we have the ability to cover the donation fees, to get the most impact out of our gift. And maybe some of your organizations also have administrative fees that you're looking to cover. We have that functionality within our forms as well, allowing you to make sure that you, again, are getting the most out of those donations. K? I'm gonna have to stop sharing my screen and reshare again. But, when we think about this idea of how do we, really get to the core of, getting that data in and making sure that it is the most, you know, user friendly experience. That's really then when we come into Virtuous. So all that online giving is fantastic and, like, understanding that, doing those things, that is gonna be awesome. Right? That's that's needed. But, also, how does that data get in, and how do we make sure it gets in in the best way possible? And that's really gonna start at our gift and contact import tool. So we just saw our online giving form. That information is actually coming in directly every single day into our platform. But, also, you might be using a different tool. Right? You might be having some other options. So we do have a ton of partners that are natively integrated that this data comes in automatically. Or, if you're like my university, we had a ton of checks. People love to send in checks. Right? How do we make sure that we're getting the data in in a timely fashion and also to the right people? Horror story. I know. I bet you guys some of you probably feel this. But what my team would do every single day is we would get a large stack of checks. We would go into our CRM, and we would look the people up first. And then we'd have to write down their ID number on the top of the check so we could find them. Do they exist already? If they didn't, we'd have to go and create them, and then we'd write down the ID number. And then we'd come back, and then we then we would process our transactions. So we're doing two step options. Right? It's making it so that we have to do that first and then come in. Here with inside of our gift and contact import tool, we are taking that out. We are not that's something that we don't have to deal with anymore. And so as I mentioned, anything that comes in online is automatically gonna come in here, and we're looking at a couple of different data points. We're looking at name, address, phone number, email, and we're kind of running this algorithm, seeing if that person already exists. Are they already here? Do we already have a will who lives within our system and has one email address, but he's given us another? We wanna make sure that we can get the data in the right way the first time Because if we think about the back end, right, donor stewardship is really important as well. And so we don't wanna start talking to people. Hey, Will. Thank you so much for that very first gift as a new donor. This is what it means to us. And he's like, actually, I've been giving for ten years. I I just gave her a different email address. Right? So that's just as important, and that really powers all of the other pieces of the system. So how do we make sure we get that data in appropriately? So as I mentioned, having the ability to come in, and I can create, bring in other CSV files or even enter in my GIFs manually, I think that's where we're gonna kinda start here. So I'm gonna enter in a check batch today, and be able to see what that can look like. So, I a couple of things I think that are important, some sticky fields. How do we make sure the information's right? But one thing that my team would wholeheartedly be using is this batch total. This is a validator. It's making sure that we're adding the right information in, that everything's adding up. So as I mentioned before, my team would add in these transactions. I'd have one person add all of the transactions in, and then I'd have another person leave what they're doing and then come to this person's computer, and they would, like, literally read the checks off one by one and say, do we have the right amount? Like, are we gonna have this opportunity? A lot of time a lot of time wasted there. So how can we make sure that somebody could just do it on their own? Like, this batch validator is gonna say, Kayla, you've told me you're adding $1,500 in. If it's not $1,500 at the end of the day, you can't process it. Like, it's gonna be there. You have to make sure you're there. You're matching up your information. So, again, giving you some security there as well. So when we look at this import, a couple of things as I mentioned. Right? We do have these different kind of, buckets here. So if I do process something online or a CSV file, it's running that algorithm saying, does this person already exist? If they do, my ready for import bucket is ready to go. Clean and simple, easy to navigate. Match needed is gonna be for new donors, so I'd be able to add new donors, find those pretty quickly. And then update needed, I have that new email address. I have a new last name. Maybe I have a new address. It's gonna highlight those for me, letting me know that I actually have this opportunity to update that contact information in the very same screen. So as I just mentioned in this one thing here, one thing I call out. Right? I just said that we can add new people, I can validate information, and I can update information all in one process. So what can it look like to add in a gift here? As I mentioned, right, I don't have to go and look at everybody first. I can come back in. And so Virtuous is kinda like a Google search. Honestly, this is one of my favorite things. I don't have to know exactly who I'm looking for, but I can start typing and it's gonna look and see, does this person already exist? I can then have this check-in front of me. I can validate, yep, that's the Justin I'm looking for. This is who it is. His contact information is great. Perfect. If it's not that right person, I don't have this, Justin. That's not the right person. No problem. Let me just start adding in that person as I go. I can now add this person into the system, and you can see here I'm creating a whole new contact. And so, again, how can we save your team time? Right? How can we make sure that we're validating information and getting it in as we go? And so I've chosen Justin and Melissa, and this is where it gets fun. This is where we wanna make sure the data gets to the right place. Place. I know I saw your face there, Will. This is fun. We do wanna make sure that the gifts are going to the right place that very first time. Well and I want to focus in really quick on one thing. I want you to think across all of the teams at your organization, how many problems are solved if you remove the issue of duplicate records? If that's no longer plaguing any of your teams, how how many of their lives get better and why? I mean, it's a it's a pretty substantial lift. Yeah. Well, and, like, I mean, I'm pretty sure I've heard the stat of, like, it costs, like, $50 to clean up one duplicate. Yep. And that's what it cost. How much does it cost your organization over the lifetime value of that donor by having duplicate records that results in incomplete or incorrect messaging that makes them frustrated because you're not able to serve them well, and your reporting's wrong. You have more donors than you thought you did, or you have fewer donors than you thought you did. So, like, there's there's a lot that goes into to something around data hygiene. And when tools like Virtuous can make that part easier, it's it's a bigger compounding lift. That compounding growth is really important. A %. A %. So Justin and Melissa here, they give all the time. They're, you know, a recurring donor. One thing I like to think about is great. Like, I have that person. I loved we had some some of our older women who would send in checks every month to the same things. They would just send them in religiously, and they were our best owners. And, but they love to split those designations up. We call those projects here at Virtuous. Project is a fund or where money is designated, and it could take a long time. So this is one of my favorite buttons in Virtuous, this fancy little button here. What I do if I just copy this, it's gonna automatically split my gift for me and allow me to enter in the information that's appropriate. Then come in and say, great. It's check one two three now. What's the marketing segment? We say marketing segment. Let's think about, like, an appeal or a package of those pieces. Let's think about the source of the gift. Was it direct mail or email? Was it an event, a direct ask? That's really what we're thinking here. And then you can see here, this gift gift was automatically split for me because I use this fancy little button here. And so here I have different projects or funds where those money are designated. This is so important. Right? We wanna make sure that the information that comes into the CRM can then map appropriately to the right places in your accounting system, and this is the first place to get started is those designations. What where are those money? Where is that money being designated to make sure that we're spending it in the best way possible? And then just kind of adding those in, making sure that we're adding those gifts, we can attach to pledges or recurring gifts here. We can have the ability to do, pass through giving. Maybe you think of these as, like, soft credits or those types of things, and then tribute giving. All of that goodness is right here within one screen. This honestly would have been, like, five passes for me. The university I worked at with the tools that we use, we would have had to, one, find the people and add them first. Two, add the information in there. Three, figure out tributes. Do I need to go back and add the tribute in? Do they already exist? What does that look like? You know, and then four, what does that kind of soft credit opportunity look like? How do I add those again? Does that person already exist? How do I get that in there? So a lot of different pieces to the puzzle to make sure that those are all done and then updating contact information. How do I make sure I can update that information in the same place? All that's being done here in one screen. And then I can move on, and now I can actually use that information. So just trying to think about how we can be the most efficient with that time, really making sure that your team has access to what they need to get the information into the system in the right way. And so I spent a lot of time here, but that's because it's so important. Right? Will did talk about, like, that's kind of the base of our responsive fundraising opportunity, like, like, audiology and the is is how do we make sure, like, we can't do anything with out good data. Like, that is the foundation of everything because that's how we talk to our supporters. That's how we report. These are the analytics that we're basing our business on. So without good, healthy data, nothing else matters. Right? I can just have all this false information in the system, and I think I'm doing amazing, but I'm not. That's just because I'm adding Kayla every month that she gives a new gift. Now at the end of the year, I have 12 Kayla's, and I have 12 Kayla donors. And here we are. I have had 12 new donors this year. Right? That's the thing where we wanna make sure that we make sure that we are, getting that data in in the best way possible. I know we're preaching to the choir here, but the the fundamentals of fundraising, the blocking and tackling, the gift and contact import, like, all of these basics, they're let's be clear, not the sexiest parts of this job, but they're the critical piece. Because if you don't do these right, all the fancy cool campaigns that marketing runs, all the, like, flashy trips that NGOs might go on, none of that really matters if this stuff doesn't work. And so that's why we're starting with this. Virtuous does a lot of cool flashy things, don't get me wrong, but it's gotta do the fundamentals right, and that's where I think it really shines. A %. Agreed. I mean, there are lots of cool flashy things, agreed, but I honestly think our gift in contact in Pro tool is one of the cool flashy things personally. That's where I'd be spending my day. But as we just talked about, like, how do we get that information that lives in this system? This is a contact record inside of Virtuous. This is the meat and potatoes of the system. Right? Like, this is everything. This is a CRM. One thing I do love to call out is that, like, I think you'll probably hear her say this all the time, but, like, Virtuous is more than a CRM. Like, we do not want to be a filing cabinet. Like, that is not what we are here to do. We want you to be able to use this data and keep it actionable so that you can it enables you to do more. We know that you guys are being asked to do more with less every single day, and all nonprofits across the country are dealing with that exact same thing. And so how can we enable you to be able to do more? Right? And I think it really starts at just, like, just the accessibility of data. As I mentioned, I was somebody who was a a blocking person to getting things moving because I had to do everything. I had to run the reports. I had to get all those pieces out, and I only had so much time in the day. But allowing people to come in and easily access the data, I think, is one of the most important things as well. So maybe you are a CFO and you're not in the system every day, but you do you get a, you know, a note from a donor and you wanna call them and thank them. Or maybe there's a question that needs to be asked. You need to go in and look at where those designations have been held at. Or maybe you're somebody who is that data analyst. You need to go validate information. What does that look like and how do we get there? Right? Easy to use tools is important for everyone. It is something that we want you shouldn't have to, you know, dig in a thousand places to find that one piece of data. It should really be accessible right out the gate. And so I wanted to call out this opportunity here on our contact record, just how easy it is to understand some different pieces. So here, I have Justin and Melissa. This is a household record inside of Virtuous. We do have a natural state of householding. What that means is Justin and Melissa have a unique ID here, but also individually, they have unique IDs as well. And I love to call this out because, man, the amount of time that our team spent reconciling records together to have to see, well, what's Justin doing? What's Melissa doing? What's happening on both of them? Here, I can see it in one place. I can see who is engaging with that information. I can see, you know, I have Justin. He's opening emails. They've gotten a newsletter. People are adding information. Right? We're doing all these pieces here, and we can see that in one place. I can see overall, Justin and Melissa, but I can also see individuals who's attending events, who's volunteering, all that good stuff there as well. A couple of other things when we think about just kind of ease of use is that idea of how do we engage with our you know, have access to wealth data directly within the platform. And, again, this is actionable data. I can use this data to filter, query, report. I can use this information to actually make decisions. And then we do have our automation tools. And I'd like to call this out. We're not gonna spend a ton of time on automation here today, but I do wanna call out here that, like, our tagging functionality, how do we keep your data clean? Internal automation is just as important as external automation. It's just as needed for every single, organization that is trying to get more done. Right? How do we make sure that you're not running the same query every single day? That you don't have to send a report to your major gift officers of everybody who's given over a thousand dollars in the last week. That might seem really specific, but that was something I had to do every Monday morning. Right? Like, these are the things like, how can we make sure that the system's working for you? And that's really all built into the platform. How do we make sure that people have access to what they need and that the system is running those queries, alerting people, sending out tasks that are important to get done, and making sure that everybody is really on the same page there as well. And then the last piece I really wanted to focus on is reporting. I've said that word probably 17 times here today already, but it really is the the key to make sure that we are we're doing things right. Right? The last piece of what, responsive fundraising in is is learning. How do we learn? What's working well for our supporters? What's working well for us? Right? It's not just outwardly, but inwardly. Like, our teams working well together. Are we getting the things done that we need to get done? But also, are we raising the money in the right places? Are we spending money in the right places, making sure that we are looking at that holistic perspective there? And so when we think about reports here in Virtuos, there are some different layers. And I'm gonna kinda focus on more of the analytics reports, but please know that we do have, like, the ability to query and pull lists and all those types of things. Yes. That's so important. And I'm sure we'll have another kind of webinar about those, but I'm really fun to focus on that overall perspective. How do we make sure that we have that good view of what's happening? And so the place to get started here is on our dashboard. We do have some great metrics built out in our dashboard, and these are customizable for every single user. It's gonna look very different for you and that major gift officer, very different for maybe the annual giving person or our marketing friends. Right? Having the ability to have access to data that you need when you log in is really important. So here I have some best practice metrics. I have some giving by campaign, year over year giving, specific projects or funds, again, where money is designated. And then I can even see some recurring gift fulfillment. We have some really bad recurring gift fulfillment here at my organization. We just never get any of the money in. How can we fix that? Right? What does that look like? And so, as I mentioned, a ton of best practices. One thing I wanna call out is that Vergeless was built for nonprofits only. Like, we only serve nonprofits. And so you'll see this all throughout is that a ton of metrics and a ton of best practices are built in just for you. So you don't have to start from scratch, but you can come in here and see really quickly a bunch of pieces, and then you can always create custom reports here as well to make sure you're getting data the way that you wanna see it. Beyond that, we have some standard reports built in that really give you a great place to get started. Again, built on best practices. What do I need to know about my campaign? What's the average gift size? How many people have given? Those types of things. What's the ROI of of each of those? I can pull those really easily and quickly without your in here as well. And then the last piece here that I wanted to call out is that idea of how do we get really deep into the weeds. And this is my playground. This is where I love to live, like our BI tool here. Making sure that you have access to each of the pieces that you really wanna see. One thing I love about this tool is, again, we have spent some really great time building out best practice metrics to really invest practice dashboards to give your team the exact pieces that you need to be able to look at. And so an easy one to get started on is our giving performance dashboard here. When we think about this, being able to quickly come in and see what's working and what's not over those last twelve months is so so important. So being able to do things like, seeing what that giving month over month is, what or how are people giving? Are they giving mostly by checks, or are they giving, by cash? Are we looking at, how much has come in in our median gift amount and those types of pieces? What can that look like, and how do we kind of look at those pieces, overall, which is great. Right? Overall giving is so important. But if you're like me and you have some specific projects or designations you need to focus on, man, I would love these reports for all of those pieces. I wanna know that specifically for this one project or this annual fund. Quickly coming in here, I don't have to export out everything again and then redo it in Excel and find it out. I can come in here and say, you know what? No. I just want you to know what's happening with my annual fund. How much has come in in the last twelve months? What does it look like this year? And I can quickly see, hey. We've had an uptick in the last couple of months. That's great. We had you know, we were missing some of that, and now we're moving back to where we wanna be. Our average gift size is tracking the same way. That's fantastic. Right? So I can see those pretty quickly without having to go and run these reports on my own. And as I mentioned, right, there are there are a ton of these. There are actually 11 dashboards, which equates to, like, hundreds of metrics. There are so many in here that, honestly, like, even from my perspective, I was never even able to get to the create them. Like, this was my job. My job was to come in and build these kinds of reports for the university, but I literally never had time. I would never have even thought to say, yes, Kayla. Let's spend our time to figure out what our first to second gift retention by acquisition channel is. Like, I just wouldn't have had that time. And so being able to come in here and automatically have these out of the gate, your data is in the system, and these automatically start populating so that you can see what does that. What is working the best for us? Where should we be allocating more funds? Man, my radio ads are doing amazing. They get people to give once and they also give again. Like, they are pulling people in. Well, let me move some of my, you know, maybe event data or my PR data. Let me move some of that budget over to my radio. Right? These are the types of things that can help us be more strategic with our decision making, that maybe we just don't have the time or the resources to be able to do today. You know, and I'm thinking a little bit about our audience here. And if if you think about accounting, the finance team, the CFO, typically what you're you're charged with is the long term fiduciary health of the organization. Too often, that means you're focused on short term expenses, however. Right? You're just looking at what what budget, request am I approving or denying this week. Instead, what if you could actually focus on the long term financial health of the of the organization so you can better achieve your organization's mission? You need revenue to do that. You need to grow revenue. How are you supposed to know where to invest in your revenue growth if you don't have access to some of this data. Right? We know that that second gift is critical to growing the lifetime value of a donor. Well, if you're able to ascertain which channel is gonna be the most likely channel to create that second gift and to convert that first time donor into a lifetime donor. That's a massive lift for your team and your organization. And then this is I mean, I'd I like to brag about our analytics engine. I genuinely believe that this is the best in class nonprofit fundraising and financial, analytics platform available on the market. Like, this is nothing else gets close. Agreed. It's like We're a little biased, though. Happening every day. But that's really the key. And then, obviously, like, being able to do it yourself too. Right? Like, we understand that, like, maybe our reports aren't exactly what you're looking for, and that's okay. But they give you a really good foundation to get started. And so, like, being able to come in here and say, I like this. Let me look at it by campaigns. Okay? I love this. I love being able to look at how my campaigns are performing by channel. But, again, what was important to me at my organization, I cared about the annual fund. That's where everybody was focusing on. We were head strong on the annual fund. I don't have that as a filter here. That's okay. I can make it. So I can actually save as, and I can create my own opportunity here and say, great. I'm gonna save this, and now I can filter and do that myself. So I can either add a filter. I could just easily come in and adjust and say, actually, I do wanna look at that project, and I just wanna look at that annual fund. That's all I want. I don't care about any other project right now or designation. That's not my key. I just wanna focus on what's happening here. And so I can adjust that, and I didn't have to do anything. I didn't have to build this report from scratch. I've literally now just been able to create this, and now we can run with this every month as well. Right. So having the ability to adjust to not have to start from scratch, but, obviously, giving your team full flexibility when it comes to maybe you need a really special report for reconciliation or you wanna be able to look at, you know, a committed report. What does that look like for? We, you know, have our we count planned gifts as commitments. Well, I wanna see that in my totals. Being able to come in here and create what your team needs is just as important as having things out of the box. So giving that function flexibility there. And then on the flip side, like, working with our team, like, that's one of the things that we love the most as well. It's, like, partnering with you to make sure that you can succeed. So whether that's us needing to build a report for you or showing you how to build that report. Right? That's all part of what we are doing. Like, overall, as a company, our our goal is to help grow global generosity. Like and how do we do that? We make it so that our partners do, you know, have better access to better technology and that can do their job easier and more efficiently. And so that's really key here when we think about how do we make sure that your teams have what you need to succeed. Cool. I think that is the conclusion of of our planned program. If you have any questions, feel free to drop them in the q and a section. You can also follow-up, with us via email. Our contact information is pretty readily available. I will drop it up here. I'll start sharing again. And then if you'd like as well, we do have an easy way, for folks to actually request a demo, so they're able to kinda see the virtuous, responsive fundraising platform in action where we go through all of this and more. If your team is looking at, changing CRM solutions, you can scan the QR code, in front of you and that'll take you to a demo request page. If you have any questions about Virtuous, its capabilities, and the growth you might see from a switch, feel free to reach out and and schedule a demo. With that, thanks for your time, Kayla. I always would love watching you walk through Virtuous and get excited about all the the cool bells and whistles, but also the unsexy boring parts that gives in contact info, all the stuff that's vitally important, to keep things rolling. Agreed. I mean, I think it's cool and sexy, but, you know, we just have different different, opinions on that. But thanks so much for spending time with us y'all. Like, honestly, as as, Will said, my team would love to sit down and chat with you about what you're looking for and what that might look for your team. And so if you just have any questions or whatnot, feel free to reach out and request that demo, and we'll, we'll chat. We'll chat about what Virtuys could look like for you too or your team. Excellent. Thanks, everybody. Have a great day. Bye