managing diy fundraisers workshop at 2013 run walk ride conference

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DIY Fundraising 2.0

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After years of resisting supporter requests to “do their own thing”, smart nonprofits realize that there is lots of money to be made in allowing supporters to leverage peer-to-peer fundraising in their own ways. Donna Wilkins of Charity Dynamics and Nancy Palo of Blackbaud show you how to increase revenue by providing independent fundraisers with the support they need without overextending your staff.

TRANSCRIPT

Page 1: Managing DIY Fundraisers Workshop at 2013 Run Walk Ride Conference

DIY Fundraising 2.0

Page 2: Managing DIY Fundraisers Workshop at 2013 Run Walk Ride Conference

Past, Present and Future

What Activities

Raised the Most in

the Past?

What Is Trending in the DIY Space?

What Are Our

Strategic Goals?

Page 3: Managing DIY Fundraisers Workshop at 2013 Run Walk Ride Conference

Keep Up With Technology

Responsive Configuration

Social Gamification

Page 4: Managing DIY Fundraisers Workshop at 2013 Run Walk Ride Conference

Mobile Friendly is the New Standard

Page 5: Managing DIY Fundraisers Workshop at 2013 Run Walk Ride Conference

Social Media is Not An Option

Page 6: Managing DIY Fundraisers Workshop at 2013 Run Walk Ride Conference

Introduce Gamification Into Experience

Page 7: Managing DIY Fundraisers Workshop at 2013 Run Walk Ride Conference

Survey DIY Fundraisers

Page 8: Managing DIY Fundraisers Workshop at 2013 Run Walk Ride Conference

SWOT ANALYSIS

Page 9: Managing DIY Fundraisers Workshop at 2013 Run Walk Ride Conference

Managing DIY Fundraisers

Page 10: Managing DIY Fundraisers Workshop at 2013 Run Walk Ride Conference

Managing Your DIY Fundraisers

ACQUISTION

COACHING

RETENTION

ONLINE EXPERIENCE

Page 11: Managing DIY Fundraisers Workshop at 2013 Run Walk Ride Conference

Acquisition

Page 12: Managing DIY Fundraisers Workshop at 2013 Run Walk Ride Conference

Acquisition: Marketing

Internally: always promote your campaign as on option to support your organization.

• Promote it on your website homepage• Create display ads for your most visited pages• Feature successful fundraisers – both individuals & activities via every asset:

website, social media, e-newsletters and printed materials

Externally: Create a brand for your campaign and utilize your organization’s media partners to promote the campaign.

• DIY fundraisers make great local news stories• Tie DIY fundraising to awareness campaigns• Paid advertising may be appropriate in special situations

Page 13: Managing DIY Fundraisers Workshop at 2013 Run Walk Ride Conference
Page 14: Managing DIY Fundraisers Workshop at 2013 Run Walk Ride Conference

Acquisition: Start Collecting Names!

Page 15: Managing DIY Fundraisers Workshop at 2013 Run Walk Ride Conference

Acquisition: Lapsed ParticipantsLife Happens. Give Participants Another Option to Fundraise.

Page 16: Managing DIY Fundraisers Workshop at 2013 Run Walk Ride Conference

Acquisition: Donors

Introduce DIY fundraising in welcome series email campaign and encourage donors to do more.

Use it as a gateway to P2P fundraising for major donors, board members, volunteers and more.

Page 17: Managing DIY Fundraisers Workshop at 2013 Run Walk Ride Conference

Acquisition: New Donors

Org Donors: 20%

Event Donors: 36%

DIY Donors: 71%

*Data from single organization in 2013

Page 18: Managing DIY Fundraisers Workshop at 2013 Run Walk Ride Conference

Coaching

Page 19: Managing DIY Fundraisers Workshop at 2013 Run Walk Ride Conference

Coaching: Staff Support

Qualify Fundraisers Through Registration

Assign Staff Time By Potential

Monitor Through Reporting

Page 20: Managing DIY Fundraisers Workshop at 2013 Run Walk Ride Conference

Sample Ranking Matrix

Connection to Cause

Family: 3

Other: 2

None: 1

Goal

$5K: 3

$1K: 2

$100: 1

Previous Fundraising Experience

Event: 3

Other : 2

None: 1

Page 21: Managing DIY Fundraisers Workshop at 2013 Run Walk Ride Conference

Coaching: Customer Service

Page 22: Managing DIY Fundraisers Workshop at 2013 Run Walk Ride Conference

Recognize your DIY fundraisers in the same manner you recognize your other fundraisers, volunteers and donors.

Coaching: Recognition

Page 23: Managing DIY Fundraisers Workshop at 2013 Run Walk Ride Conference

Coaching: Recognition

Page 24: Managing DIY Fundraisers Workshop at 2013 Run Walk Ride Conference

Coaching: Email Strategy16

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RECRUITMENT: Past Participants

RECRUITMENT: New Acquisition

COACHING: Registered Participants

Milestones

Autoresponders

Suggested Messages

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Page 25: Managing DIY Fundraisers Workshop at 2013 Run Walk Ride Conference

The event date

The event type (bake sale, marathon, etc.)*

When the participant enters the coaching stream**

When the participant should no longer receive coaching emails

* You may have this information depending on the setup of your event

** This applies to traditional events as well

What You Won’t Know

?

Page 26: Managing DIY Fundraisers Workshop at 2013 Run Walk Ride Conference

Registration Date

Personal Goal

Number of Donations

Amount Raised

Percent of Goal

Emails Sent

Self Donor Status

Team Captain Status

Team Member Status

Personal Page Status

Sample of What You May Know

Page 27: Managing DIY Fundraisers Workshop at 2013 Run Walk Ride Conference

How To Use What You Do Know

Dynamic Content

Static Content

Page 28: Managing DIY Fundraisers Workshop at 2013 Run Walk Ride Conference

Retention

Page 29: Managing DIY Fundraisers Workshop at 2013 Run Walk Ride Conference

Higher Fundraising; Lower Retention

Page 30: Managing DIY Fundraisers Workshop at 2013 Run Walk Ride Conference

5 Ways to Retain DIY Fundraisers1. Just like events, show their impact and how their fundraising has made a

difference.

2. Refresh your campaign annually and invite them to refresh their fundraising.

3. Identify fundraising timelines and develop triggers to reengage.

4. Create annual fundraising awards or celebrations for DIY fundraisers to encourage competition.

5. Provide passport opportunities for fundraisers to try multiple ways to fundraise for you.

Page 31: Managing DIY Fundraisers Workshop at 2013 Run Walk Ride Conference

Online Experience

Page 32: Managing DIY Fundraisers Workshop at 2013 Run Walk Ride Conference

Online Experience: Website

Website

Registration Process• Contact Information• Fundraising Activity Details• Inspire Goal Setting and Self Donations• Drive Action

Fundraising Tools• Personal Page• Email Tools

Page 33: Managing DIY Fundraisers Workshop at 2013 Run Walk Ride Conference

SentEmail

Updated Personal

Page

Made a Self

Donation

Updated Goal

Optimize Online Behaviors That Drive Revenue

Page 34: Managing DIY Fundraisers Workshop at 2013 Run Walk Ride Conference

Online Experience: Social

Page 35: Managing DIY Fundraisers Workshop at 2013 Run Walk Ride Conference

Online Experience: Communities

Page 36: Managing DIY Fundraisers Workshop at 2013 Run Walk Ride Conference

Online Experience: E-Commerce

Page 37: Managing DIY Fundraisers Workshop at 2013 Run Walk Ride Conference

Keep Up With Technology

Responsive Configuration

Social Gamification

Page 38: Managing DIY Fundraisers Workshop at 2013 Run Walk Ride Conference

Mobile Friendly is the New Standard

Page 39: Managing DIY Fundraisers Workshop at 2013 Run Walk Ride Conference

Social Media is Not An Option

Page 40: Managing DIY Fundraisers Workshop at 2013 Run Walk Ride Conference

Introduce Gamification Into Experience

Page 41: Managing DIY Fundraisers Workshop at 2013 Run Walk Ride Conference

DIY Campaign Styles Online

Page 43: Managing DIY Fundraisers Workshop at 2013 Run Walk Ride Conference

All Inclusive

Page 47: Managing DIY Fundraisers Workshop at 2013 Run Walk Ride Conference

Two Ways to Fundraise

Page 48: Managing DIY Fundraisers Workshop at 2013 Run Walk Ride Conference

Two Ways to Fundraise: Two Campaigns

Page 49: Managing DIY Fundraisers Workshop at 2013 Run Walk Ride Conference

Multiple Ways to Fundraise

Page 50: Managing DIY Fundraisers Workshop at 2013 Run Walk Ride Conference

Multiple Ways to Fundraise

Page 51: Managing DIY Fundraisers Workshop at 2013 Run Walk Ride Conference

SINGLE Fundraising Campaign

Page 52: Managing DIY Fundraisers Workshop at 2013 Run Walk Ride Conference

Build Upon Existing Campaign

Page 54: Managing DIY Fundraisers Workshop at 2013 Run Walk Ride Conference

Questions?