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Company Overview Founded in 1996, OrangeBoy Inc. provides strategic analytic services for philanthropic clients, creating a 12-year record of successful growth. We provide data-driven, donor centric strategies that accelerate profitability and growth. Using our Think Orange! process, we have created unique donor segments that identify and quantify the value of giving behaviors within each organization. OrangeBoy focuses on creating actionable strategies from data and strives to create innovative and targeted approaches that exceed our clients’ financial and operational objectives. OrangeBoy presents this approach with the belief that if an organization can identify critical audiences, understand their characteristics and behaviors, and develop products and services to address their needs, the probability of success, however defined, will greatly increase. The firm has displayed this commitment in many ways, working with a variety of industries, including health care, financial services, retail, and philanthropy, to lead analytic efforts and to provide consulting services that drive organizational strategy. Think Orange! Think Orange is a framework pioneered and developed by OrangeBoy, Inc. that approaches each client project from a data-driven prospective. OrangeBoy believes that organizations who operate simply by looking at financial performance indicators are acting in a reactive, rather than proactive, fashion. By demonstrating how to stop thinking in a black and white mindset, OrangeBoy pushes each client to, in essence, break the philanthropic model and rebuild it around a true picture of the donor. Thinking Orange! starts by gathering a wealth of information to develop a clear picture of each client’s ideal donor. From that picture, truly targeted strategies are developed that eliminate waste by cutting out unnecessary time and money spent on ineffective development and marketing tactics. The Think Orange! framework increases revenue by increasing each client’s donor capture rate while decreasing expenses through a better utilization of resources. Building for Growth at United Way
Local United Ways across the United States have thrived for
decades under the workplace campaign model. While this
model has led to impressive growth, it now faces critical
challenges from structural changes in the economy. Economic
mobility has increased as industrial jobs have given way to the
service sector. Giving has responded in kind, shifting from a
communal to a personal pursuit. While the workplace
campaign continues to generate large sums of philanthropic
dollars, United Way has recognized that this model must
change in order to achieve sustained, long-term growth.
United Way retains one untapped resource wherein it can
re-establish accelerated growth–its data. United Way has
amassed a large database of its donors and giving history.
OrangeBoy believes the solution to increasing growth at United
Way lies in the understanding and application of the donor
behavior inherent in this data to create a new giving model.
OrangeBoy has created a three-phased approach for creating
growth for United Way: Donor Clustering Building the United Way model for growth begins by answering a simple but important question, “Who are the ideal United Way donors?” Donor clustering is a segmentation process that creates a series of clusters, or segments, based on future giving behavior. OrangeBoy begins the donor clustering process by analyzing the existing data contained within the United Way file. Extracting knowledge from this data, such as giving history and retention patterns, OrangeBoy works with United Way to identify additional external data to create a holistic giving profile for each donor. OrangeBoy appends external data such as financial indicators, lifestyle information, family dynamics, and demographics to each record. These data points allow OrangeBoy to identify trends in giving behavior, the building blocks of clustering. Once OrangeBoy has identified behavioral patterns within a United Way file, it creates a series of donor clusters. The clusters represent personified types of giving that exist within the organization. Typically a file contains five to twelve donor clusters. Each cluster represents the expected future giving behavior of a segment of the donor population. The donor clusters provide United Way with a greater understanding of its donors, the essential building block for growth. Opportunity and Resource Analysis The behavioral trends and clusters identified in the first phase convert to value only when they are paired with available opportunities for growth. OrangeBoy analyzes the donor clusters to identify those that are over and under penetrated in the market. The donor clusters also provide giving growth potential, highlighting donors who are underperforming relative to their capacity to give. By sizing the market and the capacity of current and prospective donors, OrangeBoy provides United Way a framework in which future conversations can be shaped. Once OrangeBoy has identified additional growth opportunities within and outside of the United Way donor population, it seeks to understand the ability of United Way to achieve each opportunity. OrangeBoy conducts a resource analysis at United Way, mapping the distribution of resources and processes utilized by the organization to raise funds. In essence, OrangeBoy maps the current giving model. The model is then compared to the opportunities identified in the previous step to determine feasibility of achievement. OrangeBoy works with United Way to prioritize the growth opportunities based on the resource analysis, creating short-term focus for those with the highest potential for immediate impact while identifying the key improvements necessary to harvest valuable, long-term opportunities. Giving Model Alignment The workplace campaign model remains an effective, but mature, vehicle for fundraising. In order for United Way to reach beyond the traditional limits of this model, it must build alternative value-based giving vehicles that reach out to those who are not included in the current model. Utilizing the knowledge from the previous phases, OrangeBoy and United Way create a clear, measurable pathway for growth. OrangeBoy identifies the major milestones that must be achieved to reach the growth target. Through this process, a new giving model is created, merging the successful workplace campaign with external high growth opportunities. OrangeBoy then works with each business unit within the organization to build the new model, leading a coordinated effort to ensure success. OrangeBoy works with United Way of Central Ohio to help the organization to establish a better understanding of its donors and identify achievable growth targets through a focus on individual, value-based giving. OrangeBoy’s body of work includes other local United Ways, along with healthcare institutions, cultural organizations, community foundations and libraries. For more information about OrangeBoy Inc., please visit us at orangeboyinc.com or call 800.507.4834. |