Download - Blue strike webinar five simple ways to upgrade your donors - july 29, 2014 final

Blue Strike Webinar: Five Simple Ways to Upgrade Your Donors July 29, 2014

FIVE SIMPLE WAYS TO UPGRADE YOUR DONORS

Join the webinar online. Go to http://fuze.me/24675715

Enter the meeting number: 24675715To join from a phone: +1-201-479-4595

Participants will be muted during the presentation to maintain good sound quality. If you have a comment or question raise your flag and you will be unmuted.

Thanks and welcome to the webinar!

http://fuze.me/24675715

Five Simple Ways to Upgrade Your Donors

BLUE STRIKE

In this session, we will talk about techniques to increase giving among your current donors. The five techniques were chosen because they can be adopted quickly using existing resources.

AGENDA


This is a 45-minute webinar to help organizations upgrade giving among current donors.

It has been developed for organizations engaged in advocacy, civic engagement, policy work, and public interest law.

The information and call to action are intended for fundraising staff and executive directors.

WELCOME


INSPIRING SUPPORT FOR CIVIC ENGAGEMENT

BLUE STRIKE


WORKING FRAMEWORK

Three parts to an individual giving program:

1. acquire new donors2. recapture lapsed donors, and 3. renew & upgrade current

donors.

Focus on current donors. Why?


DEEPENING THE BASE

Deepening the base (upgrading current donors) will produce the best overall returns.

We take current donors for granted. It’s not as exciting as broadening the base (acquiring new donors).


WE MAY FACE . . .

Resistance about “going back” to same donors.

Skepticism about the potential for growth.

Lack of understanding about the upgrade strategies.

Ask for an annual increase or more than one gift?

STEP 1: FIVE UPGRADE

TECHNIQUES


30-SECOND LOOK AT FIVE OPTIONS

1. Conditional ask strings2. Challenge/matching opportunities3. List and recognition levels 4. Second-gift approaches 5. Sustainer program


1. CONDITIONAL ASK STRING

Ask for an incremental increase based on previous giving, typically highest previous contribution (HPC).

If HPC is $80, the ask string would be:_ $80 _$120 _ $160 _ $2001 1.5 2 2.5


1. CONDITIONAL ASK STRING SUCCESS & OBSTACLES

Conditions for Success: Customized solicitation in every mode: online, mail, personal contact.

Consistent and careful application.

Obstacles: Getting all your systems in sync.


2. MATCHING OPPORTUNITIES

Announce a special effort to help match x dollars from a donor or group of donors who have issued a challenge. Ask for additional gifts to help reach the goal. Year end, time limited challenges work especially well. Capitalizes on team dynamic.


Reach out to former board members, long-time donors and others who can help put the match in motion.

SAMPLE EMAIL TO BUILD MATCH

SUBJECT: Would you help with our challenge?

From: Mary Dillon Kerwin To: John Miller Date: 11/01/13

Dear Mr. Miller: I am working with a handful of long-time members of Advocates in Action to create a year-end matching gift to help spur individual giving among our members. You have been such a generous, long-time supporter that I wanted to ask if you would consider joining the challenge.

We have used this challenge-match campaign for the past two years to great success, raising more than $50,000 in the final few weeks of the year. The "challengers" simply let us know by email the maximum they would be willing to match before year end. If you would be willing to consider a gift of $1,000, or more, we would be very grateful.

We will gather all pledges and issue a joint challenge to our members in mid-December. Once that match goal is reached, we will notify you so you may then send your contribution. (The idea is that the challenge gift is withheld until the match is met).

Thank you for your long-time support and belief in our mission. Thank you for considering our request. If you have any questions, please let us know.

Warm regards, Mary Dillon Kerwin [email protected] (703) 399-0855


2. MATCHING OPPORTUNITIES –SUCCESS & OBSTACLES

Conditions for Success: Tracking and reporting Timing to avoid conflict with annual giving

Obstacles: No matching funds!

Use recognition as an incentive to increase giving. Use giving levels such as platinum, gold, silver and bronze.


3. LIST AND RECOGNITION LEVELS


3. LIST AND RECOGNITION LEVELS SUCCESS & OBSTACLES

Conditions for Success: Need critical mass of donors at higher levels, willingness to be listed

Publication for recognition

Obstacles: Sensitivity about giving abilities.

The donor’s “first gift” is an annual contribution. The second gift would be for a special event, a program-restricted gift, honoraria, or gift to subsidiary.


4. SECOND GIFT APPROACHES


4. SECOND GIFT APPROACHES SUCCESS & OBSTACLES

Conditions for Success: Need a variety of fundraising opportunities

Creative and flexible

Obstacles: We only solicit once a year.

Monthly or quarterly contributions of small gifts to add up to larger overall contribution.


5. SUSTAINER PROGRAM


5. SUSTAINER PROGRAMS SUCCESS & OBSTACLES

Conditions for Success: Should be continuous Careful of people falling through the cracks. Need system for checking on credit card expiration.

Obstacles: Selling the initial sign up.

Resources Research Articles

ADDITIONAL RESOURCES

INSPIRING SUPPORT FOR CIVIC ENGAGEMENT

BLUE STRIKE

Five Simple Ways to Upgrade Your DonorsTuesday, July 29, 2014 at 01:15 PM

Benchmark Studies: Which ones are most relevant for advocacy groups?Tuesday, August 26, 2014 at 01:15 PM

Year End Boot CampTuesday, September 30, 2014 at 01:15 PM

UPCOMING BLUE STRIKE WEBINARS


http://www.bluestrike.org/five_simple_ways_to_upgrade_your_donors

http://www.bluestrike.org/webinar_benchmark_studies_20140826

http://www.bluestrike.org/webinar_benchmark_studies_20140826

http://www.bluestrike.org/webinar_year_end_boot_camp

Raising Money for Advocacy: How it's differentTuesday, October 28, 2014 at 01:15 PM

Major Donor FundraisingTuesday, November 25, 2014 at 01:15 PM

It's Almost New Year's Eve: Do you know where your donors are?Tuesday, December 30, 2014 at 01:15 PM

MORE UPCOMING BLUE STRIKE WEBINARS


http://www.bluestrike.org/webinar_raising_money_for_advocacy_how_it_s_different

http://www.bluestrike.org/webinar_raising_money_for_advocacy_how_it_s_different

http://www.bluestrike.org/webinar_board_engagement_for_year_end

http://www.bluestrike.org/webinar_new_years_eve

http://www.bluestrike.org/webinar_new_years_eve

Thank you for participating

today!

From Mary Dillon Kerwin President of Blue Strike

Check out our other slide shows at http://www.bluestrike.org/resources


BLUESTRIKE.ORG

http://www.bluestrike.org/resources

http://www.bluestrike.org/resources

THANK YOU!

Blue Strike Webinar: Charity Watchdogs: Managing Your Organization's Profile and Rating - June 24, 2014

BLUESTRIKE.ORG

Download - Blue strike webinar five simple ways to upgrade your donors - july 29, 2014 final

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