how to stay relevant with potential donors

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Sponsored by: A Service Of: How to Stay Relevant with Potential Donors Tony Cappaert September 4, 2012

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While finding and closing potential donors is critical to many non-profits. Some prospects donate right away, but many often takes weeks or month to close. How do you keep them warm without spending a ton of effort? Learn the tools and best practices to stay in touch with -- and ultimately close -- the potential donors that are critical to your non-profit.

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Page 1: How to Stay Relevant with Potential Donors

Sponsored by: A Service

Of:

How to Stay Relevant with Potential Donors

Tony Cappaert

September 4, 2012

Page 2: How to Stay Relevant with Potential Donors

Sponsored by: A Service

Of:

Protecting and Preserving the

Institutional Memories of

Nonprofits Since 1993

www.cjwconsulting.com

(866) 598-0430

[email protected]

Page 3: How to Stay Relevant with Potential Donors

Sponsored by: A Service

Of:

www.mission.do

Page 4: How to Stay Relevant with Potential Donors

Sponsored by: A Service

Of:

Today’s Speaker

Tony Cappaert Co-Founder

Contactually

Hosting:

Cheri J Weissman, CJW Consulting & Services, Inc. Assisting with chat questions: Jamie Maloney, Nonprofit Webinars

Page 5: How to Stay Relevant with Potential Donors

How to Stay Relevant with Great Potential Donors

(And keep them warm until they’re ready to donate!)

Page 6: How to Stay Relevant with Potential Donors

What we’ll cover today...

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Flickr: @lwr

Text

Flickr: @temprec13

Page 8: How to Stay Relevant with Potential Donors

The 4 Step Framework toStaying Relevant with

your Network

Page 10: How to Stay Relevant with Potential Donors
Page 11: How to Stay Relevant with Potential Donors

Now before we get started...

Page 12: How to Stay Relevant with Potential Donors

Why should you follow upwith your network?

Because following up:

more prospects more donors more $$$

Page 13: How to Stay Relevant with Potential Donors
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Follow up is keywith any prospect

• Prospect = potential or current donor who may donate in the future

• We all know we should follow up with folks, but we don’t

• Why don’t we? Because it’s HARD and we don’t have enough TIME

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Use the 4 Step Framework to...

• Send timely, personal, and relevant follow ups to your top potential donors

• Use tools to make the entire process easier and more automatic

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#1

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Make it personalFind personal opportunities to reconnect

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Generic follow ups suck

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Ways to make your emails personal

• Major life events: birthdays, children, vacations

• Major professional events: job changes or promotions, company news

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But How?

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Page 23: How to Stay Relevant with Potential Donors

#2

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Deliver value...through CONTENT

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Good Content is King

• Relevant relevant relevant

• Keep it related to their interests, hobbies, company

• And even if it’s relevant, make sure it’s good content that they’ll appreciate receiving

Page 26: How to Stay Relevant with Potential Donors
Page 27: How to Stay Relevant with Potential Donors
Page 28: How to Stay Relevant with Potential Donors

But How?

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Page 29: How to Stay Relevant with Potential Donors

#3

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Deliver value...through YOUR NETWORK

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The best way to add value is through intros

• Much like content, people want intros to other people that are relevant

• Make sure the intros are mutually beneficial to both parties

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But How?

Match people with the same topics from Step 2

+

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#4

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Systematize!Wash. Rinse. Repeat.

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Managing a manual follow up system is hard

• Lots of different products and sites

• Very time consuming

• People are probably still going to slip through the cracks

Page 37: How to Stay Relevant with Potential Donors

10

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Page 39: How to Stay Relevant with Potential Donors

But how do I make it easier?

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Yep, one of these is my startup.It’ll be quick (and useful). I promise!

Page 41: How to Stay Relevant with Potential Donors

Framework Recap

1. Find personal opportunities to reconnect

2. Deliver value through content

3. Deliver value through your network

4. Systematize for the long-run

Page 42: How to Stay Relevant with Potential Donors

BONUSROUND!

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Bonus #1:How to find & contact

new leads on LinkedIn(without having to spend $$)

+ bit.ly/rapportiveleads

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Bonus #2:How to find & contactnew leads on Twitter

(again, no $$)

+

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Page 46: How to Stay Relevant with Potential Donors

Questions?Feel free to send me any follow ups

[email protected]

@cappaert

Page 47: How to Stay Relevant with Potential Donors

Sponsored by: A Service

Of:

Find listings for our current season of webinars and register at:

NonprofitWebinars.com