15 essential steps to optimize your #givingtuesday results

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1 15 Essential Steps to Optimize Your Results

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Crowdfunding continues to gather momentum because in addition to raising significant new dollars, these events recruit up to 60% new, high-value donors and deliver priceless brandraising. New single-day crowdfunding records have been recently set and surpassed. North Texas Giving Day in September 2013 raised $25.2 M, then #GivingTuesday in December 2013 raised ~ $32M and then Give Local America in May 2014 raised $53.7 M. This webinar is designed to help nonprofits and higher education institutions set a new crowdfunding record for #GivingTuesday on December 2, 2014. Focused on 15 key single-day crowdfunding event success factors, it is packed full of proven practices and practical tips from Charity Dynamics, Kimbia, and Social Factor. Dolores McDonagh, Principal Consultant at Charity Dynamics, will share with you how to: - Maximize the visibility of #GivingTuesday via your website home and donation pages, blog, and email and press campaigns - Incorporate this event effectively into your year-end strategy Miriam Kagan, Senior Fundraising Principal at Kimbia, will communicate how to: - Pick the right #GivingTuesday model and incentive structure for your organization - Evaluate the readiness of your platform, processes and team for the big event Rachel Lewis, Director of Digital Strategy at Social Factor, will show you how to: - Develop a social media strategy that will attract, engage and energize #Giving Tuesday supporters - Optimize event results via relevant social media content that converts donors

TRANSCRIPT

Page 1: 15 Essential Steps to Optimize Your #GivingTuesday Results

1

15 Essential Steps to Optimize Your

Results

Page 2: 15 Essential Steps to Optimize Your #GivingTuesday Results

Confidential document: Kimbia Inc. 20142

Miriam KaganSenior Fundraising Principal

Kimbia

Hi!

Dolores McDonaghPrincipal Consultant

Charity Dynamics

Rachel LewisDirector of Digital Strategy

Social Factor

Page 3: 15 Essential Steps to Optimize Your #GivingTuesday Results

Confidential document: Kimbia Inc. 2014

Marketing Strategy

1. Leverage Existing Communications Resources

2. Incite Your Online File

3. Promote on Your Website

4. Go Further with a Lightbox

5. Integrate to Year-End Giving

Page 4: 15 Essential Steps to Optimize Your #GivingTuesday Results

Confidential document: Kimbia Inc. 2014

1. Leverage Existing Communications Resources

• How can existing organizational Public Relations be used?

- Empower media and corporate partners

- Empower celebrities, board members and major donors to speak on your behalf

• Provide distinct talking points both leading up to event and for event day

Page 5: 15 Essential Steps to Optimize Your #GivingTuesday Results

Confidential document: Kimbia Inc. 2014

2. Incite Your Online File

Develop and send an email series to your existing online constituents

• Announce the concept and recruit participation to share Giving Day activities socially

• Provide “Breaking News” email updates of corporate or major gift donor match challenges

• Send a pre fundraising ask on Black Friday

• Send a Giving Tuesday event appeal

• Kick off Year End Giving Email Asks

Page 6: 15 Essential Steps to Optimize Your #GivingTuesday Results

Confidential document: Kimbia Inc. 2014

3. Promote on Your Website

• On December 2, 2014 your website belongs to Giving Tuesday

• Feature across all digital properties in a consistent manner

• Provide a single, simple one-click opportunity to respond for site visitors

Page 7: 15 Essential Steps to Optimize Your #GivingTuesday Results

Confidential document: Kimbia Inc. 2014

4. Go Further with a Lightbox

• Interrupt site visitors with a pop up lightbox

• On this day alone – as well as December 31 – your website serves as a cash register

• Simplify “check out” for visitors with an embedded donation form

• Convert other visitors who were on the fence

Page 8: 15 Essential Steps to Optimize Your #GivingTuesday Results

Confidential document: Kimbia Inc. 2014

5. Integrate to Year End Giving

Giving Tuesday can serve as a tactic for overall Year End giving; integrate to overall Year End plans

• Use national visibility to activate all communities and kick off season of philanthropy (earlier than traditional Year End)

• Determine how Giving Tuesday donors should be treated in December

• Differentiate Year End from Giving Tuesday activities to prevent campaign fatigue

Page 9: 15 Essential Steps to Optimize Your #GivingTuesday Results

Confidential document: Kimbia Inc. 2014

Social Media Drives Results

6. Establish goals

7. Know what works

8. Create a content calendar

9. Leverage existing partnerships

10. Capitalize on momentum

Page 10: 15 Essential Steps to Optimize Your #GivingTuesday Results

Confidential document: Kimbia Inc. 2014

Why Social Matters

• It’s called #GivingTuesday . . . .so . . .yeah

• Social Media delivers reach and scale

• Different platforms reach different targets and donors

- Visibility on Facebook and Twitter is a MUST

- Instagram, Pinterest and LinkedIn are also options, depending on content opportunities

Page 11: 15 Essential Steps to Optimize Your #GivingTuesday Results

Confidential document: Kimbia Inc. 2014

6. Establish Goals to Develop Strategy

• Clearly define and prioritize goals

- New donors, donation size, repeat donations, etc.

• Outline a content strategy designed to deliver on those goals

• Quantify current benchmarks to monitor progress

Page 12: 15 Essential Steps to Optimize Your #GivingTuesday Results

Confidential document: Kimbia Inc. 2014

7. Know What Works

• Review lessons from last year

- Analyze existing data and content

• Test is now!

- Content, messaging, frequency and timing

• Get to know your targets

• Research and develop organization-specific hashtags

- Incorporate broad-reach hashtag for scale

Page 13: 15 Essential Steps to Optimize Your #GivingTuesday Results

Confidential document: Kimbia Inc. 2014

8. Create a Content Calendar

• Alleviate game time stress

• Establish visual representation of content flow and messaging

• Design with flexibility in mind

• Optimize based on performance hashtags

Page 14: 15 Essential Steps to Optimize Your #GivingTuesday Results

Confidential document: Kimbia Inc. 2014

9. Leverage Existing Partnerships

Expand your organization’s reach through existing relationships

Facebook: 7.8 MM Twitter: 931K

Facebook: 201K Twitter: 33K

Page 15: 15 Essential Steps to Optimize Your #GivingTuesday Results

Confidential document: Kimbia Inc. 2014

10. Capitalize on Momentum

• Celebrate the win!

• Thank your supporters

• Engage new donors and followers

• Talk to them all year long!

• Analyze your data to determine optimization opportunities for the upcoming year

- Gain insight into donor demographics and content performance

Page 16: 15 Essential Steps to Optimize Your #GivingTuesday Results

Confidential document: Kimbia Inc. 2014

11. Pick the Right #GivingTuesday Model 

12. Choose the Right Incentive Structure

13. Evaluate Platform Readiness

14. Evaluate Organizational Processes and Resource Readiness

15. Communicate Results

Giving Day & Platform Enablement

Page 17: 15 Essential Steps to Optimize Your #GivingTuesday Results

Confidential document: Kimbia Inc. 2014

11. Pick The Right Model

Page 18: 15 Essential Steps to Optimize Your #GivingTuesday Results

Confidential document: Kimbia Inc. 2014

Pick The Right Model

Key Questions to Ask:

•Do we need a competitive element?

•If so, on what will it be based?

•Can we get matching funds?

•How will we distribute funds?

Page 19: 15 Essential Steps to Optimize Your #GivingTuesday Results

Confidential document: Kimbia Inc. 2014

12. Choose the Right Incentives

• Create prize & match opportunities

• Incentivize healthy competition

• Prizes may include:

- First project/program to reach goal

- Most donors in given period

- Most referrals from given partner

- Fund with most international donors

Page 20: 15 Essential Steps to Optimize Your #GivingTuesday Results

Confidential document: Kimbia Inc. 2014

Incentive Examples

Page 21: 15 Essential Steps to Optimize Your #GivingTuesday Results

Confidential document: Kimbia Inc. 2014

13. Evaluate Platform Readiness

VS

VS

VS

Page 22: 15 Essential Steps to Optimize Your #GivingTuesday Results

Confidential document: Kimbia Inc. 201422

Your Tech Prep List

Page 23: 15 Essential Steps to Optimize Your #GivingTuesday Results

Confidential document: Kimbia Inc. 2014

Evaluate Organizational Process and Staff Readiness:

14. Is Your Organization Ready?

Page 24: 15 Essential Steps to Optimize Your #GivingTuesday Results

Confidential document: Kimbia Inc. 2014

• Event Day HQ: phone staff/volunteers for FAQ and Offline donations

• Have a clear contingency plan: know all your vendor’s contact info and line of command

• Manage the media: Social and traditional

• Manage the day: updates, special prizes, etc.

Are You Ready?

Page 25: 15 Essential Steps to Optimize Your #GivingTuesday Results

Confidential document: Kimbia Inc. 2014

• Feature real-time results on home page

• Leverage social media, youtube, email to amplify results

15. Communicate Results

Page 26: 15 Essential Steps to Optimize Your #GivingTuesday Results

Confidential document: Kimbia Inc. 2014

Communicate Results

Page 27: 15 Essential Steps to Optimize Your #GivingTuesday Results

Confidential document: Kimbia Inc. 2014

#GivingTuesday Calendar

Page 28: 15 Essential Steps to Optimize Your #GivingTuesday Results

Confidential document: Kimbia Inc. 201428

Q & A

Page 29: 15 Essential Steps to Optimize Your #GivingTuesday Results

Confidential document: Kimbia Inc. 2014

www.kimbia.com@kimbiainc

[email protected]

@miriamkagan

29

www.socialfactor.com

@socialfactor

[email protected]

@rachellynell

www.charitydynamics.com

@charitydynamics

[email protected]

http://www.givingtuesday.org/join/

Page 30: 15 Essential Steps to Optimize Your #GivingTuesday Results

Confidential document: Kimbia Inc. 201430

Thank you!

Page 31: 15 Essential Steps to Optimize Your #GivingTuesday Results

Confidential document: Kimbia Inc. 2014