creating a habit of giving with collegians

WHAT’S YOUR STORY?

Creating a Habit of Giving with Collegians Kyle Martin, BillhighwayClient Relations Consultant

Kyle MartinRetirement planning

Alumni Director

Business school adjunct

WHAT’S YOUR STORY?

Client Relations Consultant

Kyle Martin

WHAT’S YOUR STORY?

Retirement planningAlumni Director

Business school adjunct

Client Relations Consultant

Kyle Martin

WHAT’S YOUR STORY?

Retirement planning

Alumni DirectorBusiness school adjunct

Client Relations Consultant

Kyle Martin

WHAT’S YOUR STORY?

Retirement planning

Alumni Director

Business school adjunctClient Relations Consultant

Kyle Martin

WHAT’S YOUR STORY?

Retirement planning

Alumni Director

Business school adjunct

Client Relations Consultant

OverviewBe Proactive01Begin with the End in Mind02Put First Things First03Think Win/Win04Understand to Be Understood05Synergize06Sharpen the Saw07

WHAT’S YOUR STORY?

Be Proactive

WHAT’S YOUR STORY?

01

Communicate early with collegians

Communicate before you have a need

Communicate on their medium

Be Proactive

WHAT’S YOUR STORY?

01

Communicate early with collegiansCommunicate before you have a need

Communicate on their medium

Be Proactive

WHAT’S YOUR STORY?

01

Communicate early with collegians

Communicate before you have a needCommunicate on their medium

Be Proactive

WHAT’S YOUR STORY?

01

Communicate early with collegians

Communicate before you have a need

Communicate on their medium

Begin with the End in Mind

WHAT’S YOUR STORY?

02

What makes a good donor? Good, consistent donors

Recurring donations

Starbucks math

Begin with the End in Mind

WHAT’S YOUR STORY?

02

What makes a good donor? Good, consistent donorsRecurring donations

Starbucks math

Begin with the End in Mind

WHAT’S YOUR STORY?

02

What makes a good donor? Good, consistent donors

Recurring donationsStarbucks math

Begin with the End in Mind

WHAT’S YOUR STORY?

02

What makes a good donor? Good, consistent donors

Recurring donations

Starbucks math

WHAT’S YOUR STORY?

03

Donor data

Share data

Get enough data

Put First Things First

Get the right data

WHAT’S YOUR STORY?

03

Donor dataShare data

Get enough data

Put First Things First

Get the right data

WHAT’S YOUR STORY?

03

Share dataGet enough data

Put First Things First

Get the right data

Donor data

Put First Things First

WHAT’S YOUR STORY?

03

Donor data

Share data

Get enough dataGet the right data

Put First Things First

WHAT’S YOUR STORY?

03

Donor data

Share data

Get enough data

Get the right data

WHAT’S YOUR STORY?

04

Involve collegiansin fundraising

Crowdfunding

Hope Water Project

Think Win/Win

WHAT’S YOUR STORY?

04

Involve collegiansin fundraisingCrowdfunding

Hope Water Project

Think Win/Win

WHAT’S YOUR STORY?

04

Involve collegiansin fundraising

CrowdfundingHope Water Project

Think Win/Win

WHAT’S YOUR STORY?

04

Involve collegiansin fundraising

Crowdfunding

Hope Water Project

Think Win/Win

WHAT’S YOUR STORY?

05

Fundraising Horror Stories

Times are changing - GoFundMe

Mail is slowing

Tech is increasing - Rallybound

Be understood = What’s Your Story?

Understand to Be Understood

WHAT’S YOUR STORY?

05

Fundraising Horror StoriesTimes are changing - GoFundMe

Mail is slowing

Tech is increasing - Rallybound

Be understood = What’s Your Story?

Understand to Be Understood

WHAT’S YOUR STORY?

05

Fundraising Horror Stories

Times are changingMail is slowing

Tech is increasing - Rallybound

Be understood = What’s Your Story?

Understand to Be Understood

WHAT’S YOUR STORY?

05

Fundraising Horror Stories

Times are changing - GoFundMe

Mail is slowingTech is increasing - Rallybound

Be understood = What’s Your Story?

Understand to Be Understood

WHAT’S YOUR STORY?

05

Fundraising Horror Stories

Times are changing - GoFundMe

Mail is slowing

Tech is increasingBe understood = What’s Your Story?

Understand to Be Understood

WHAT’S YOUR STORY?

05

Fundraising Horror Stories

Times are changing - GoFundMe

Mail is slowing

Tech is increasing - Rallybound

Be understood = What’s Your Story?

Understand to Be Understood

WHAT’S YOUR STORY?

06

Focus on groups/surveys

Mixture of fundraising options

Involve collegians in the process

Synergize

WHAT’S YOUR STORY?

06

Focus on groups/surveysMixture of fundraising options

Involve collegians in the process

Synergize

WHAT’S YOUR STORY?

06

Focus on groups/surveys

Mixture of fundraising optionsInvolve collegians in the process

Synergize

WHAT’S YOUR STORY?

06

Focus on groups/surveys

Mixture of fundraising options

Involve collegians in the process

Synergize

WHAT’S YOUR STORY?

07

Personally

Professionally

For Collegians

Sharpen the Saw

WHAT’S YOUR STORY?

07

PersonallyProfessionally

For Collegians

Sharpen the Saw

WHAT’S YOUR STORY?

07

Personally

ProfessionallyFor Collegians

Sharpen the Saw

WHAT’S YOUR STORY?

07

Personally

Professionally

For Collegians

Sharpen the Saw

WHAT’S YOUR STORY?

Creating a Habit of Giving with Collegians

Be Proactive

Begin with the End in

Mind

Put First Things First

Think Win/Win

Understand to Be

Understood

Synergize

Sharpen the Saw

Creating a Habit of

Giving with Collegians

WHAT’S YOUR STORY?

Creating a Habit of Giving with Collegians

Be Proactive: Ask early. Start small. Tell your story.01Begin with the End in Mind: Consistent donations, even small amounts, go a long way.02Put First Things First: Data. Get it. Keep it. Share it.03Think Win/Win: Give Collegians the tools to tell your story their way.04Understand to Be Understood: Learn how to fix the fundraising horror stories. 05Synergize: Two heads are better than one. Find out the wave of the future with discussions and focus groups.

06

Sharpen the Saw: Take time to reflect. Help yourself so you can help collegians.07