#givingtuesday is over, now what?
TRANSCRIPT
Fundraise Faster.
Est. in Austin, TX 2007
#GivingTuesday is over, now what?
• Sr. Product Marketing Manager • Strengths: Peer-‐to-‐Peer
Campaigns, Karaoke, Coffee • Weaknesses: Coffee, Chocolate • Nonprofit tech nerd:
Implementing, Participating Writing, Marketing for 9+ years
@tshankcycles Email: [email protected]
Taylor Shanklin, “T-‐Shank”
Embed into your existing website for: • Branding control • Improved donor experience
Social sharing integration Integrates with YOUR other systems
£€¥$ Multi-Currency
Multi-Language
20+ Gateways
Everything is Mobile-ready responsive right out-of-the box
Helping organizations fundraise faster through online solutions.
• Founder: Girlstart • Strengths: Fundraising,
parenting twins • Weakness: Queso • Featured on: Oprah, CNN, the
Today Show • AFP Outstanding Fundraiser of
the Year
@rachelmuir [email protected] www.rachelmuir.com
Rachel Muir, CFRE
What Rachel does:
Custom training
VIP days
Webinars
Live classes
Speaking
All on fundraising…
Want to explore training with me? Calendly.com/rachelmuir
Get invited to Rachel’s webinars!
Rachelmuir.com
Join Rachel for a webinar series
$50 off for today’s webinar guests! https://tinyurl.com/WebinarDiscount
Where your best prospects are hiding The BEST discovery questions ever asked
How donors make decisions How surveying donors boosts revenue
Here’s what you’ll learn!
The Ask: Who, When, How and How Much?
Let’s learn about you…
#GivingTuesday is over, now what?
2!
#1 way to ensure
another gift Thank you’s they’ll
cherish
Tips to reveal their
interests
Q & A
@rachelmuir @tshankcycles
How to prioritize a portfolio to upgrade donors
Was your #GivingTuesday this good?
Poll: Did you do
better, the same or worse as last year?
How to retain & upgrade new donors
How video can build a portfolio
Easy (and free!) apps to help you get the visit, do great discovery & deliver thoughtful stewardship
Templates you can use right now
What will I learn today?
Download at rachelmuir.com/guides
Using donors surveys to segment
15
READ LESS MINDS, ASK MORE
QUESTIONS
16
USING DIGITAL TOOLS TO
BUILD A PORTFOLIO
Survey your donors on what they care about
Communication preferences
Why’d they join/give?
What do they most want to support?
What to survey
Beneficiary preferences
@rachelmuir @tshankcycles
Satisfaction levels
DON’T ask these 3 things
1. When they gave2. How much they gave3. ANYTHING you already know
@rachelmuir @tshankcycles
Watch at bit.ly/OpSmileExample
Video lets prospects self identify
Prospects
Printed Invitation PURL Gift Officer(s) Completed Form?
Yes
No
Email Invitation(s)
(1 initial send, 2 resends)
Observation Data & Donor Reprioritization Reports
Uncover affinity and inclination using direct
mail, video and email
Data identifies prospects & interests
Personal URL(Direct Mail)
CultivationEmail
Face-to-FaceVisit
Appointment Setting
Stewardship
Microsite
Personalized Update
OBSERVATION DATA
VISITDATA
WelcomeSeries
Prioritization & Coaching
Segment Count
A. Inbound Leads 145
B. Completed Video 175
C. Started Video 440
D. Visited Microsite 615
F. No Interaction 3,625
Video is scalable
Targets
Sent
Opened
Clicked
Video Started
Video Finished
Inbound Leads
You can spend more time on revenue generating activities (like visits)
Innovative Stewardship + Tools
Download stewardship template rachelmuir.com/guides
Google+
Twitter Pinterest
Charlie
Norbert
What are your clients doing to start a giving avalance?
Simple Pay is like the one-click payments for the charitable world.
• Repeat donors can give again faster
• Two simple steps: Name & Zip code, click to donate
• Secure information always remains with your payment gateway
INCREASE ENGAGEMENT & DOLLARS
30+ % Higher Conversion
Google+
Twitter Pinterest
Charlie
Norbert
What are your clients doing to start a giving avalance?
“Legal stalking” with donors/prospects
Google+
Twitter Pinterest
Charlie
BombBomb
Norbert Bananatag
Want to explore training with me? Calendly.com/rachelmuir
@rachelmuir #npstoryconf
Charlie app
Email tracking: www.bananatag.com
Sample video email Tool spotlight: video email
Watch the video at http://bit.do/careshare
Tool spotlight: Video email
Best part: seeing who watched it.
@rachelmuir Facebook.com/RachelMuirFundraising
Sample personalized stationary Though,ul, inexpensive follow up that wows
Check out Feltapp.
com
Download today’s guide: rachelmuir.com/guides @rachelmuir @tshankcycles
Sample personalized stationary Feltapp.com
Feltapp.
com
@rachelmuir Facebook.com/RachelMuirFundraising
Check
out Bond.co
Type handwritten notes – Bond.co
@rachelmuir @tshankcycles
• Goal: 24-48 hrs (“thank before you bank”) • Don’t exceed 5 days (but late is better than
never) • Make it personal, i.e. stories, visuals • Allocate MORE time and staff during the
holidays • Daily stewardship “power hour”
5 Thank you letter “Do’s”
Source: The Millennial Impact Report
7 Thank you letter “Don’ts”
Don’t
• Don’t start with a “Thank you” • Don’t be predictable • Don’t ask for another gift in the thank you • Don’t continue to “sell” • Don’t recycle the same copy indefinitely • Don’t use pre-printed mass addresses cards • Don’t give them homework
Source: Donor Centered Fundraising, Penelope Burke
Steal this!
“You made your gift just one (week, month) ago and already you’ve… (insert amazing accomplishment here)
Makeover - Before
When you give to ____________ , you’re making a major difference in the lives of children in your community. Each year, nearly 25,000 patients come to us. Your gifts not only support our core medical, surgical and rehabilitative services, but also allow us to offer support to struggling families.
Makeover - After
Your $100 donation will give a cancer patients mother a home away from home tonight.
#Bridge16
Here’s how Girlstart crushes it
Cultivation events are great stewardship
Get the guide! www.rachelmuir.com/guides
Download at
RachelMuir.com/ Guides
Fundraisers rely too heavily on gift value as a determinant of future potential. ”
“ Penelope Burk, The 2014 Burk Donor Survey
Board members make thank you calls at meeting
Thanksgiving (Call/Card/Email)
Valentine’s Day (Call/Card/Email)
“Donorversary”-‐ Anniversary of 1st gift
Welcome thank you call for 1st time donors
Practice
Random acts of
thankfulness!
How much does a board thank you call improve donor retention?
Take our
quick poll!
Truth bomb
Thank you call from board
member
Source: Burk, P. (2012). The Cygnus Donor Survey, Where Philanthropy is Headed in 2012, US Edition. Chicago: Cygnus Applied Research
Thank you call from staff member
Impact on giving amounts
Thank you call from board
member w/in 24 hours
Source: Penelope Burk & Cygnus Research
14 months later
70% retention!
What inspired you to make your gift? Do you have any feedback for us? Is there any way we can make your experience more positive? Can I bring you (show you, invite you…)?
Great discovery questions
Source: Penelope Burk, 2013 Donor Survey
Thank You!
Free stewardship template at: Pursuant.com/StewardshipPlan Free webinars: Kimbia.com rachelmuir.com Contact us: [email protected] [email protected]
Facebook.com/KimbiaInc Facebook.com/RachelMuirFundraising
@rachelmuir @tshankcycles#kimbiawebinars @kimbiainc
Ready to start an avalanche of giving in 2017?
Email [email protected] &
Register for more Kimbia webinars at kimbia.com/resources/webinars/
On The Way – It’s Coming To Your Inbox!
Questions?
$50 off for today’s webinar guests! https://tinyurl.com/WebinarDiscount
Where your best prospects are hiding The BEST discovery questions ever asked
How donors make decisions How surveying donors boosts revenue
Here’s what you’ll learn!
The Ask: Who, When, How and How Much?