Solutions

Advancement

BlueRidge Data

Advancement Solutions

At BlueRidge Data, we help you engage donors with a suite of data and technology solutions that enables you to broaden your philanthropic reach. From basic bio updates to adding the highest quality professional data available in the industry, our offerings include real-time alerts of constituent changes, wealth, and news events. We’ve also created BRD CryptoGifts, our simple yet tech-sophisticated donor page plug-in, that instantly gives you the ability to receive crypto-currencies within your current giving page. Finally, we specialize in maximizing the yield on employer matching gifts with our Matching Gift Manager which captures every employer matching eligible donation regardless of where the gift is donated – offline or online. In short, BRD has you covered.

Advancement Professional

Advancement > Crypto Giving

CryptoGift

image of a bitcoim

Opportunity to tap into the rapidly growing Crypto ecosystem with younger, affluent, high affinity donors. Buildout, design, and integration of custom branded Cryptocurrency giving page. Allows for acceptance of major Cryptocurrencies. We utilize Mint Werx’s newly launched DonorFi™ technology, CryptoGift will integrate seamlessly into existing websites and giving pages, providing an easy way for donors to donate cryptocurrency.

The fully managed service employs custom processes for end-to-end settlement of donor transactions, simplifying the ability to accept crypto donations and eliminating the need for donors to liquidate their cryptocurrency before donating. 

According to the IRS (IRS Notice 2014-21), Cryptocurrency donations are generally treated as property and, similar to real estate or stock donations, when cryptocurrency is donated to charitable organizations the donor may not recognize income, gain or loss from the donation. As a result, donors may realize incentives to give crypto currency, while universities and nonprofits can maximize the benefits of receiving higher gross donations.

 

Highlights include:

  • Managed Crypto wallet and auto settlement to USD for deposit.
  • Assist with building integration into University Online Engagement/Giving Page platforms (Anthology/iModules, NetCommunity, HubSpot, CustomDonations, GiveGab, etc.)
  • Assist with building integration into University CRM/Donation Management platform (Blackbaud, Salesforce, Ellucian, etc.)
  • Automatically sends University branded tax donation receipt to donor.
  • Build and manage custom reporting dashboard for compliance purposes.
  • Includes tools for necessary tax forms, cash and crypto reconciliations, NAV reporting, and custom bespoke reporting.
  • Integrates with existing University branded Online Engagement/Giving Form.
  • Can use our custom giving form, QuickGift*, which provides donors with 18+ other forms of payment to accommodate split transactions – including Visa, MasterCard, Amex, Discover, Apple Pay, Google Pay, PayPal and Venmo payments.
  • Built into current gift flow vs. taking you to “other ways to give”
  • Supports:
    • Employer Matching Gifts (optional: uses BRD’s Matching Gift Manager)
    • Recurring Gifts (included)
    • Multiple Designations (included)

Advancement > Crypto Giving

QuickGift

Crypto Giving

In partnership with Custom Donations, we offer an online donation form that is independent of engagement platform, integrates with most-used Advancement CRMs, includes Matching Gifts and add-ons for BRD suite of solutions. Our approach is to provide our clients with a solution that delivers unlimited, customizable, and fully branded giving forms that embed directly and seamlessly into their website.

We remove the shortcomings of other giving systems (primarily that it is hard to get new forms or to get a form that asks what you need it to ask) and give you what you need – an affordable, flexible, quick way to securely accept online donations with a great experience for the donor. Donor flows are extremely streamlined and can show personalized suggested gift amounts, including single-click giving as well as personalized giving forms — even from direct mail!

We offer 18+ payment options including Visa, MasterCard, Amex, Discover, Apple Pay, Google Pay and ACH. Cryptocurrency, PayPal, and Venmo payments will soon be available.

Advancement > Matching Gifts

Matching Gift Manager

Corporate gift matching
Our premium matching gift solution which maximizes the yield of matching gifts by identifying eligible donations, motivating donors to apply for them, understanding where the gift is in process, when to expect the disbursement and where is coming from (3rd-party or direct from a company) and finally making easier to post them in the gift processing system.

Features include:

  • Integration with the most popular Advancement CRM’s and their gift processing modules, such as Ellucian, Blackbaud, Salesforce
  • Includes BRD EmployerConnect, which updates individual donor’s constituent’s Employment data including integration into common Advancement Platform CRMs such as Ellucian, Blackbaud and Salesforce.
  • Updates/adds current employment data of donors real-time – as they make their gifts – regardless of how they make them – online, offline, via social, phonathon, mobile, text, etc. This is done via an API connection using BRD’s proprietary EmployerConnect data enrichment service
  • Automatically matches employer data info against the most popular providers of matching gift databases, such as Affinaquest (formerly HEPdata), Double-the-donation and Amply. Note: API access to the matching gift databases needs to be arranged directly with the above providers and needs to be contracted through the vendors of your choice.
  • Automatically engages matching gift eligible donors via email or text when they make their gifts with links to apply for their match.
  • Monitors progress as they apply.
  • Provides user-configurable dashboards, analytics, and reporting
  • Easy reconciliation of matching gifts back into their Advancement gift processing system, regardless of whether the disbursement comes from a third party such as Benevity, Blackbaud Yourcause, or CyberGrants.

As advancement services guru John Taylor, of John H. Taylor Consulting LLC, shared,

“Professional data is key to all of my higher ed customers from prospect research, matching gifts, and the fundraising side. BlueRidge Data not only provides current employment information and career trajectories on alumni but business emails and profiles on each of their employers!”

Advancement > Data Enrichment

EmployerConnect

Data Enrichment

First integrated, real-time data enrichment solution in the industry that identifies, adds, changes, and maintains current professional information on your alumni and constituents. The EmployerConnect App delivers stellar professional data directly into your CRM with built in tables to validate and update employers as needed. We offer both a scheduled or real-time (via API’s) update of constituent Employment data including integration into common Advancement Platform CRMs such as Ellucian, Blackbaud and Salesforce. 

Additionally, we update the “organization” tables/objects. Benefits include:

  • Increase your matching gift yield by identifying donors who work for companies that offer matching gifts.
  • Roll out your corporate giving strategy by understanding companies where Alumni work.
  • Identify new major gift and mid-level donors with an insight into career trajectories and Title ranks
  • Particularly beneficial for maximizing matching gift potential.

EmployerAppend

No other employer data provider can match BRD’s EmployerAppend service with access to 100 million employers – – We provide a comprehensive output of all Professional Data at the best price in the industry.

EmployerAppend includes updates, adds, changes – and, includes record validation on every constituent in your entire file

Output includes:

  • Current – Employer, Job Title, Start Date, Experience Description, Industry,
  • Past – Former Employers, Job Titles, Start/End Dates, Experience Descriptions, Industries
  • Other – Linked-in URL, Educational History

EmailAppend

Appending of business and/or personal email addresses. Semi-Annual and Quarterly refresh options are available options (recommended)

MobileAppend

Appending of business and/or personal mobile phone number. Semi Annual and Quarterly refresh options are available options (recommended)

National Change of Address (NCOA)

We match your constituent data family (last name only) and individual (first and last name) against the NCOA database, which is maintained by the USPS. Semi, Annual and Quarterly refresh options are available options (recommended).

Advancement > Platform

RisingStars

Rising Star Employee Being Recognized

We identify/profile mid-level (5K-100K range) RisingStars, who are difficult to track and are potential major givers of the future. We update liquidity events, career changes, promotions, M&A for both public and private companies and VC funding in real time along with the best relationship mapping in the space via our cloud platform. We automatically send you email alerts when an event occurs!

The delta between annual fund and major gifts has often been insurmountable…. Not anymore! With our platform, you can quickly sort alumni and donors based on geo-location, titles, salary, net worth along with people of influence in their network. Simply put, RisingStars is the best source for wealth and corporate data on the planet!

We deliver real-time monitoring, identifying and harvesting of high-propensity wealth events and how they directly impact donors in a predictive, prescriptive and personalized way, enabling clients with AI powered solutions including data products and app based insights to track money flow.

Let’s have a conversation.

What clients are saying about us.

John Yetman, Co-Founder
The Association for Enterprise Growth (AEG)

“Rising Stars is a game changer for us. Using the platform, we quickly uncover wealth opportunities and the relationship mapping shows us our path of least resistance. Well done BRD!”

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