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.

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

PrincipalKimbia

Hi!

Matthew MielcarekVice President,

Consulting & StrategyCharity Dynamics

Rachel LewisDirector of

Digital StrategySocial 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 MM Twitter: 857K

Facebook: 197K Twitter: 32K

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]

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