fundly giving tuesday guidebook 2015

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The following guidebook is meant to be a resource for #GivingTuesday planning and to help coincide with your end-of- year fundraising strategy. Use as a template and springboard for internal discussion as well as open discussions with supporters. Where you see text in this color or in black italics, it is to provide you with some hints and suggestions as to how you might best fill in the slides for your audience (staff, organizational leadership, supporters, etc.). Modify accordingly to best fit the needs and style of your organization INSTRUCTIONS FOR USE We recommend deleting the teal part when you have filled in the slides.

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Page 1: Fundly Giving Tuesday guidebook 2015

The following guidebook is meant to be a resource for #GivingTuesday planning and to help coincide with your end-of-

year fundraising strategy.

Use as a template and springboard for internal discussion as well as open discussions with supporters.

Where you see text in this color or in black italics, it is to provide you with some hints and suggestions as to how you

might best fill in the slides for your audience (staff, organizational leadership, supporters, etc.).

Modify accordingly to best fit the needs and style of your organization

INSTRUCTIONS FOR USE

We recommend deleting the teal part when you have filled in the slides.

Page 2: Fundly Giving Tuesday guidebook 2015

#GIVINGTUESDAY2015 CAMPAIGN PLAN

YOUR LOGO HERE

Page 3: Fundly Giving Tuesday guidebook 2015

WHAT IS #GIVINGTUESDAY

Begun in 2012 by New York’s 92nd Street YMCA in

partnership with the United Nations Foundation.

A global day for people to give back, usually by donating

to their favorite nonprofits.

#GivingTuesday launched a global movement that has

engaged over 30,000 organizations worldwide.

Save the date: Tuesday, December 1st.

Page 4: Fundly Giving Tuesday guidebook 2015

WHY IS IT IMPORTANT

30,000+ #GivingTuesday

Partners across all 50 U.S.

States + 11 countries

IT’S GLOBAL

Avg. online gift increased

40% year-over-year for

#GivingTuesday

nonprofits

INCREASED GIVING

2 BILLION people reached

on Twitter alone (Approx.

700 tweets per minute at its

peak)

2 BILLION

Page 5: Fundly Giving Tuesday guidebook 2015

Successes: [List your major accomplishments: things happened this year that you want your supporters to know?]

Stories: [List your supporting messages/stories: What messages are resonating? What stories do you want your current

and future supporters to know?]

Resources: [List your supporting content: Include infographics, pictures, videos, any other visuals that help tell your

story]

Data: [List your supporting data: How can you demonstrate you’ve made an impact? What are your strongest statistics

or gains?]

Special Moments: [List other special moments: What makes this year unique or special compared to others? Why?]

HIGHLIGHTS

Page 6: Fundly Giving Tuesday guidebook 2015

GOALS

fTo raise a total amount of $X

To increase social media following by X%

To gain X new donors

To increase average donation by X%

To retain X% of 2013 donors

To increase advocacy by X%

The following are examples. Identify the

best 1-3 goals for your organization:

Page 7: Fundly Giving Tuesday guidebook 2015

MEASURE SUCCESS

Total donation amount

# of social media shares, likes or comments (be specific – which platform? Which action?)

Action rate

Avg. donation amount

Click-through rate

The following are examples. Identify the

strongest KPIs for your organization:

Page 8: Fundly Giving Tuesday guidebook 2015

TAKE INVENTORY: RESOURCESSTAFF

Text Here

CRM

Text Here

VOLUNTEERS

Text Here

EMAIL

Text Here

PARTNERS

Text Here

SOCIAL MEDIA ACCOUNTS

Text Here

Page 9: Fundly Giving Tuesday guidebook 2015

The next slides will help define your 1) audience, 2) messages and 3) call to action.

Spend some time sketching a persona of your typical donor. Who are they? How did they find out about your

organization? What kinds of stories motivate them to give?

Use this information and try to find the intersections between your existing donors and what you know about likely

#GivingTuesday participants.

Consider surveying a few select donors about whether they’ve given during past #GivingTuesday. If they have, then did

they give to your organization? Why or why not?

You’ll be more successful at reaching new audiences if you better understand what drives your existing base of

supporters.

CAMPAIGN THEME MESSAGE

Page 10: Fundly Giving Tuesday guidebook 2015

AUDIENCE / MESSAGE

Existing Supporters

Insert main message for this specific Group Here.

Interests:

Age:

Demographics:

Giving habits:

Preferred form of communication:

Call To Action:

New Supporters

Insert main message for this specific Group Here.

Interests:

Age:

Demographics:

Giving habits:

Preferred form of communication:

Call To Action:

Page 11: Fundly Giving Tuesday guidebook 2015

AUDIENCE / MESSAGE

New High Donors

Insert main message fro this specific Group Here.

Interests:

Age:

Demographics:

Giving habits:

Preferred form of communication:

Call To Action:

Millennials

Insert main message fro this specific Group Here.

Interests:

Age:

Demographics:

Giving habits:

Preferred form of communication:

Call To Action:

Page 12: Fundly Giving Tuesday guidebook 2015

WEEK 1

Text Here

WEEK 4

Text Here

WEEK 2

Text Here

WEEK 5

Text Here

WEEK 3

Text Here

WEEK 6

Text Here

CALENDAR

Page 13: Fundly Giving Tuesday guidebook 2015

AUDIENCE / MESSAGE

Twitter

Insert main message fro this specific Group Here.

Call to Action

Events

Approx. Number of Tweets

Key dates for tweeting

Creative content descriptions

Facebook

Insert main message fro this specific Group Here.

Call to Action

Events

Approx. Number of Tweets

Key dates for tweeting

Creative content descriptions

Page 14: Fundly Giving Tuesday guidebook 2015

SOCIAL MEDIA RULE OF THUMB

USE THE #GIVINGTUESDAY HASHTAG

Mark every post on Facebook and Twitter with: #GivingTuesday

Whether you’re posting a photo, a video or status update, don’t forget to

include the hashtag

MAKE YOUR ASK REAL

Let people know the impact they have by getting involved with your

campaign

Tell stories that reveal how your work has changed people’s lives

Share on-the-ground visual content through compelling photos and

videos

Have a two-way conversation with your audience on Facebook and

Twitter

CREATE AND SHARE VIDEO

Upload videos directly onto your Fundly page.

HOST FACEBOOK Q&A’s

Ask a public figure to host a Q&A on Facebook focused around your

Giving Tuesday campaign

Utilize the Page Q&A Tool (live for all verified People Pages on

Facebook)

Create a Q&A strategy tailored to your campaign (i.e. weekly Q&As with

different voices, group Q&As or uniquely paired voices)

MAKE IT EASY TO SUPPORT YOU

Create a lightweight and enjoyable social campaign for Facebook that

people can easily participate in If you want them to do more than join

the conversation, tell them how and what they can do, concisely and

clearly.

Page 15: Fundly Giving Tuesday guidebook 2015

Dear Friend,

There’s Black Friday. There’s Cyber Monday. Now there’s #GivingTuesday! This year, our organization will be joining a

global movement on December 1 to celebrate generosity and give back.

So what can you do? Here are five easy ways to get involved on #GivingTuesday and beyond:

Talk us up on social media! Facebook and Twitter are great places to spread the word about a cause you love. Tag your

posts with #GivingTuesday and join the global movement.

Talk us up in real life! You’ll be going to lots of holiday parties, which means you’ll have lots of opportunities to talk

about us with your friends and family.

Donate! Visit our website {include link to donation form on your site} and help us reach our year-end goal. Donations

are always tax-deductible, so there’s never been a better time to make your year-end gift!

Create a 30 Days of #GivingTuesday Cause page of your own, and be an advocate for us! Thank you for your continuing

support and dedication to our mission. Together, we can change the world!

Make sure to include: 1. Your logo 2. Compelling photos or videos 3. Social sharing icons

EMAIL EXAMPLE

Page 16: Fundly Giving Tuesday guidebook 2015

POST #GIVINGTUESDAY NURTURING

After #GivingTuesday, how will you reach out to your new donors? When?

What’s Next?

What are your criteria for segmenting those donors? How will you do it?

Segmentation

How are you planning to reach out? Newsletter? Email?

Messaging Stream

What will you use as your metrics?

Measuring Success

What worked? What didn’t?

Report and Analyze

Page 17: Fundly Giving Tuesday guidebook 2015

THANK YOU