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Page 1: The Missing Link in Your Digital Fundraising Strategy · The Missing Link in Your Digital Fundraising Strategy Author: Pearl Hoeglund Created Date: 4/22/2019 4:08:23 PM

© 2019 Sanford Institute of Philanthropy© 2019 Sanford Institute of Philanthropy

The Missing Link in your 2019

Digital Fundraising Strategy

Tuesday, April 23, 2019

Page 2: The Missing Link in Your Digital Fundraising Strategy · The Missing Link in Your Digital Fundraising Strategy Author: Pearl Hoeglund Created Date: 4/22/2019 4:08:23 PM

© 2019 Sanford Institute of Philanthropy© 2019 Sanford Institute of Philanthropy

TONY BEALL

Trainer, Sanford Institute of Philanthropy

Page 3: The Missing Link in Your Digital Fundraising Strategy · The Missing Link in Your Digital Fundraising Strategy Author: Pearl Hoeglund Created Date: 4/22/2019 4:08:23 PM

© 2019 Sanford Institute of Philanthropy© 2019 Sanford Institute of Philanthropy

fund·raiseYOU’VE GOT A CAUSE.

LEARN HOW TO FUND IT.

Page 4: The Missing Link in Your Digital Fundraising Strategy · The Missing Link in Your Digital Fundraising Strategy Author: Pearl Hoeglund Created Date: 4/22/2019 4:08:23 PM

© 2019 Sanford Institute of Philanthropy© 2019 Sanford Institute of Philanthropy

City University

of Seattle

(WA)

John F. Kennedy

University

(CA)

National University System

(Founding SIP)

Maricopa Community

College District

(AZ)

OUR AFFILIATE PARTNERS

Bellevue University

(NE)

Xavier University

of Louisiana

(LA)

Long Island University

(NY)

Kentucky State

University

(KY)

National Leadership

Institute

(FL)

Howard University

(D.C.)

Iowa Wesleyan

University

(IA)

Texas A&M

International University

(TX)

Texas A&M University

Central Texas

(TX)

East Carolina University

(NC)

Albany State University

(GA)

St. Augustine College

(IL)

Page 5: The Missing Link in Your Digital Fundraising Strategy · The Missing Link in Your Digital Fundraising Strategy Author: Pearl Hoeglund Created Date: 4/22/2019 4:08:23 PM

© 2019 Sanford Institute of Philanthropy© 2019 Sanford Institute of Philanthropy

Tag us!

#SIPwebinar

Page 6: The Missing Link in Your Digital Fundraising Strategy · The Missing Link in Your Digital Fundraising Strategy Author: Pearl Hoeglund Created Date: 4/22/2019 4:08:23 PM

© 2019 Sanford Institute of Philanthropy© 2019 Sanford Institute of Philanthropy

MEET YOUR PRESENTER!

Francisco Martinez

Trainer, Sanford Institute of Philanthropy

Page 7: The Missing Link in Your Digital Fundraising Strategy · The Missing Link in Your Digital Fundraising Strategy Author: Pearl Hoeglund Created Date: 4/22/2019 4:08:23 PM

© 2019 Sanford Institute of Philanthropy© 2019 Sanford Institute of Philanthropy

The Missing Link in Your 2019 Digital Fundraising

Strategy

Page 8: The Missing Link in Your Digital Fundraising Strategy · The Missing Link in Your Digital Fundraising Strategy Author: Pearl Hoeglund Created Date: 4/22/2019 4:08:23 PM

© 2019 Sanford Institute of Philanthropy© 2019 Sanford Institute of Philanthropy

Poll/Quiz Question:

Do You Have A Social Strategy In Place?

1. Yes

2. No

3. In the works

4. Other (submit via chat)

Page 9: The Missing Link in Your Digital Fundraising Strategy · The Missing Link in Your Digital Fundraising Strategy Author: Pearl Hoeglund Created Date: 4/22/2019 4:08:23 PM

© 2019 Sanford Institute of Philanthropy© 2019 Sanford Institute of Philanthropy

OBJECTIVES DON’T MAP TO ANNUAL GOALS

Your Social Media Strategy Doesn’t Live In A Silo

• Set social media objectives that map to your nonprofit’s annual goals

• Define Key Performance Indicators (KPIs)

• Set budget

• Get leadership buy-in

• Allocate resource, mobilize, execute, and adjust

Missing Link #1

Page 10: The Missing Link in Your Digital Fundraising Strategy · The Missing Link in Your Digital Fundraising Strategy Author: Pearl Hoeglund Created Date: 4/22/2019 4:08:23 PM

© 2019 Sanford Institute of Philanthropy© 2019 Sanford Institute of Philanthropy

Set S.M.A.R.T. GoalsExample

• The Humane Society's mission statement: "Celebrating Animals, Confronting Cruelty”

• A S.M.A.R.T. goal could be to “increase disaster-preparedness kit readiness pledges in by 20% by end

of Q3”

• An objective would be initiate a social media campaign to disaster-preparedness kit readiness

landing page on website with call-to-action to pledge to be prepared for your pet

S.M.A.R.T.•Specific

•Measurable•Attainable

•Realistic/Relevant

•Time-Bound

Page 11: The Missing Link in Your Digital Fundraising Strategy · The Missing Link in Your Digital Fundraising Strategy Author: Pearl Hoeglund Created Date: 4/22/2019 4:08:23 PM

© 2019 Sanford Institute of Philanthropy© 2019 Sanford Institute of Philanthropy

All Marketing Begins Here

LACK OF PERSONA DEVELOPMENTMissing Link #2

Page 12: The Missing Link in Your Digital Fundraising Strategy · The Missing Link in Your Digital Fundraising Strategy Author: Pearl Hoeglund Created Date: 4/22/2019 4:08:23 PM

© 2019 Sanford Institute of Philanthropy© 2019 Sanford Institute of Philanthropy

WHAT IS A PERSONA?

A semi-fictional representation of your ideal constituent(s)• Fundraisers

• Event participants

• Volunteers

• Members

• Advocates

Based on market research and real data you collect about existing and

potential supporters.

Donor personas describe attributes of people your organization expects to

interface with, and can serve different verticals within your organization.

Page 13: The Missing Link in Your Digital Fundraising Strategy · The Missing Link in Your Digital Fundraising Strategy Author: Pearl Hoeglund Created Date: 4/22/2019 4:08:23 PM

© 2019 Sanford Institute of Philanthropy© 2019 Sanford Institute of Philanthropy

Identify Primary Persona - Individual Donor

What We Know From 2017

• 70% of giving was given by individuals

• Individual giving is up 5.2% over 2017

Page 14: The Missing Link in Your Digital Fundraising Strategy · The Missing Link in Your Digital Fundraising Strategy Author: Pearl Hoeglund Created Date: 4/22/2019 4:08:23 PM

© 2019 Sanford Institute of Philanthropy© 2019 Sanford Institute of Philanthropy

Start With Interviews

Existing donors - they’ve already supported your cause and engaged

with your organization.

•Reach out to a variety of:

• One-time donors

• Recurring donors

• Large gift donors

Some are likely to exemplify your “perfect donor” or uncover a

possible segmentation miss.

Get to know what inspires them.

• “What inspires you to support a cause or organization?”

Define how each gives and for what reasons.

Be sure to be clear when you reach out to these individuals that you

are looking for feedback, not soliciting donations, and will keep

their personal information completely private.

Page 15: The Missing Link in Your Digital Fundraising Strategy · The Missing Link in Your Digital Fundraising Strategy Author: Pearl Hoeglund Created Date: 4/22/2019 4:08:23 PM

© 2019 Sanford Institute of Philanthropy© 2019 Sanford Institute of Philanthropy

Persona Components

• Something Catchy (Donor Deloris, Donor Dave, etc.)

• Use a real pictureName

Background

Demographics

• Basic details about person’s occupation

• Relevant background info, like education or hobbies

• Gender

• Age range

• HH income

• Urbanicity

Page 16: The Missing Link in Your Digital Fundraising Strategy · The Missing Link in Your Digital Fundraising Strategy Author: Pearl Hoeglund Created Date: 4/22/2019 4:08:23 PM

© 2019 Sanford Institute of Philanthropy© 2019 Sanford Institute of Philanthropy

Persona Components

• Persona’s primary challenge

• Persona’s secondary challenge

• How your organization can:

• Solve your persona’s challenges

• Help your persona achieve their goals

Goals • Persona’s primary goals

• Persona’s secondary goals

Challenges

How your org can help

Page 17: The Missing Link in Your Digital Fundraising Strategy · The Missing Link in Your Digital Fundraising Strategy Author: Pearl Hoeglund Created Date: 4/22/2019 4:08:23 PM

© 2019 Sanford Institute of Philanthropy© 2019 Sanford Institute of Philanthropy

Every Post Should Have An Assigned Purpose

YOUR CONTENT CALENDAR LACKS PURPOSE

Missing Link #3

Event Promotion

Organizational News

Sharing

Educational

Mission Awareness

Brand Recognition

Fundraising

Volunteer Recruitment

Culture Building

Inspirational

Engagement Garnering

Partner Recognition

Page 18: The Missing Link in Your Digital Fundraising Strategy · The Missing Link in Your Digital Fundraising Strategy Author: Pearl Hoeglund Created Date: 4/22/2019 4:08:23 PM

© 2019 Sanford Institute of Philanthropy© 2019 Sanford Institute of Philanthropy

Content Examples

EVENT PROMOTION ENGAGEMENT FUNDRAISING

Page 19: The Missing Link in Your Digital Fundraising Strategy · The Missing Link in Your Digital Fundraising Strategy Author: Pearl Hoeglund Created Date: 4/22/2019 4:08:23 PM

© 2019 Sanford Institute of Philanthropy© 2019 Sanford Institute of Philanthropy

YOU DON’T MEASURE ROIMissing Link #4

There is a Return on Every Post

Page 20: The Missing Link in Your Digital Fundraising Strategy · The Missing Link in Your Digital Fundraising Strategy Author: Pearl Hoeglund Created Date: 4/22/2019 4:08:23 PM

© 2019 Sanford Institute of Philanthropy© 2019 Sanford Institute of Philanthropy

Reach: 12,777

Reactions: 49

Comments: 44

Shares: 11

Total Engagements: 104

Clicks: 153

Registrants: 17

Post Breakdown

Page 21: The Missing Link in Your Digital Fundraising Strategy · The Missing Link in Your Digital Fundraising Strategy Author: Pearl Hoeglund Created Date: 4/22/2019 4:08:23 PM

© 2019 Sanford Institute of Philanthropy© 2019 Sanford Institute of Philanthropy

Reach: 12,777

Reactions: 49

Sentiment

Post Breakdown

Page 22: The Missing Link in Your Digital Fundraising Strategy · The Missing Link in Your Digital Fundraising Strategy Author: Pearl Hoeglund Created Date: 4/22/2019 4:08:23 PM

© 2019 Sanford Institute of Philanthropy© 2019 Sanford Institute of Philanthropy

Reach: 12,777

Comments: 44

Relationships

Post Breakdown

Page 23: The Missing Link in Your Digital Fundraising Strategy · The Missing Link in Your Digital Fundraising Strategy Author: Pearl Hoeglund Created Date: 4/22/2019 4:08:23 PM

© 2019 Sanford Institute of Philanthropy© 2019 Sanford Institute of Philanthropy

Reach: 12,777

Shares: 11

Digital word-of-mouth

Post Breakdown

Page 24: The Missing Link in Your Digital Fundraising Strategy · The Missing Link in Your Digital Fundraising Strategy Author: Pearl Hoeglund Created Date: 4/22/2019 4:08:23 PM

© 2019 Sanford Institute of Philanthropy© 2019 Sanford Institute of Philanthropy

Reach: 12,777

Clicks: 153

Website Traffic

Post Breakdown

Page 25: The Missing Link in Your Digital Fundraising Strategy · The Missing Link in Your Digital Fundraising Strategy Author: Pearl Hoeglund Created Date: 4/22/2019 4:08:23 PM

© 2019 Sanford Institute of Philanthropy© 2019 Sanford Institute of Philanthropy

Reach: 12,777

Registrations: 17

Main KPI

Post Breakdown

Page 26: The Missing Link in Your Digital Fundraising Strategy · The Missing Link in Your Digital Fundraising Strategy Author: Pearl Hoeglund Created Date: 4/22/2019 4:08:23 PM

© 2019 Sanford Institute of Philanthropy© 2019 Sanford Institute of Philanthropy

Reach: 12,777

Reach: 12,777

Branding

Post Breakdown

Page 27: The Missing Link in Your Digital Fundraising Strategy · The Missing Link in Your Digital Fundraising Strategy Author: Pearl Hoeglund Created Date: 4/22/2019 4:08:23 PM

© 2019 Sanford Institute of Philanthropy© 2019 Sanford Institute of Philanthropy

Ad Breakdown

Page 28: The Missing Link in Your Digital Fundraising Strategy · The Missing Link in Your Digital Fundraising Strategy Author: Pearl Hoeglund Created Date: 4/22/2019 4:08:23 PM

© 2019 Sanford Institute of Philanthropy© 2019 Sanford Institute of Philanthropy

Branding

Ad Breakdown

Page 29: The Missing Link in Your Digital Fundraising Strategy · The Missing Link in Your Digital Fundraising Strategy Author: Pearl Hoeglund Created Date: 4/22/2019 4:08:23 PM

© 2019 Sanford Institute of Philanthropy© 2019 Sanford Institute of Philanthropy

Sentiment

Ad Breakdown

Page 30: The Missing Link in Your Digital Fundraising Strategy · The Missing Link in Your Digital Fundraising Strategy Author: Pearl Hoeglund Created Date: 4/22/2019 4:08:23 PM

© 2019 Sanford Institute of Philanthropy© 2019 Sanford Institute of Philanthropy

Relationships

Ad Breakdown

Page 31: The Missing Link in Your Digital Fundraising Strategy · The Missing Link in Your Digital Fundraising Strategy Author: Pearl Hoeglund Created Date: 4/22/2019 4:08:23 PM

© 2019 Sanford Institute of Philanthropy© 2019 Sanford Institute of Philanthropy

Digital word-of-mouth

Ad Breakdown

Page 32: The Missing Link in Your Digital Fundraising Strategy · The Missing Link in Your Digital Fundraising Strategy Author: Pearl Hoeglund Created Date: 4/22/2019 4:08:23 PM

© 2019 Sanford Institute of Philanthropy© 2019 Sanford Institute of Philanthropy

Web Traffic

Ad Breakdown

Page 33: The Missing Link in Your Digital Fundraising Strategy · The Missing Link in Your Digital Fundraising Strategy Author: Pearl Hoeglund Created Date: 4/22/2019 4:08:23 PM

© 2019 Sanford Institute of Philanthropy© 2019 Sanford Institute of Philanthropy

Photo Clicks

Ad Breakdown

Page 34: The Missing Link in Your Digital Fundraising Strategy · The Missing Link in Your Digital Fundraising Strategy Author: Pearl Hoeglund Created Date: 4/22/2019 4:08:23 PM

© 2019 Sanford Institute of Philanthropy© 2019 Sanford Institute of Philanthropy

Ad Breakdown

Beth Kanter/SIP Clicks

Page 35: The Missing Link in Your Digital Fundraising Strategy · The Missing Link in Your Digital Fundraising Strategy Author: Pearl Hoeglund Created Date: 4/22/2019 4:08:23 PM

© 2019 Sanford Institute of Philanthropy© 2019 Sanford Institute of Philanthropy

YOU DON’T INCORPORATE WEB ANALYTICS

Missing Link #5

Page 36: The Missing Link in Your Digital Fundraising Strategy · The Missing Link in Your Digital Fundraising Strategy Author: Pearl Hoeglund Created Date: 4/22/2019 4:08:23 PM

© 2019 Sanford Institute of Philanthropy© 2019 Sanford Institute of Philanthropy

Step 1: Select Desired Date Range

Step 2: Click Acquisition > Overview

Step 3: Focus On Top Channels

• Organic Search

• Direct

• Direct traffic is defined as URL's that people either type in directly or reach via their browser

bookmarks

• Social

• Referral

• Sources outside of search engine

Google Analytics

Page 37: The Missing Link in Your Digital Fundraising Strategy · The Missing Link in Your Digital Fundraising Strategy Author: Pearl Hoeglund Created Date: 4/22/2019 4:08:23 PM

© 2019 Sanford Institute of Philanthropy© 2019 Sanford Institute of Philanthropy

Step 4: Take Note Of Acquisition Numbers

Google Analytics

Page 38: The Missing Link in Your Digital Fundraising Strategy · The Missing Link in Your Digital Fundraising Strategy Author: Pearl Hoeglund Created Date: 4/22/2019 4:08:23 PM

© 2019 Sanford Institute of Philanthropy© 2019 Sanford Institute of Philanthropy

Step 5: Compare Desire Date Ranges (Q1 2019 over Q4 2018)

Google Analytics

Page 39: The Missing Link in Your Digital Fundraising Strategy · The Missing Link in Your Digital Fundraising Strategy Author: Pearl Hoeglund Created Date: 4/22/2019 4:08:23 PM

© 2019 Sanford Institute of Philanthropy© 2019 Sanford Institute of Philanthropy

Step 6: Click on Source To Take A Deeper Dive

Google Analytics

Page 40: The Missing Link in Your Digital Fundraising Strategy · The Missing Link in Your Digital Fundraising Strategy Author: Pearl Hoeglund Created Date: 4/22/2019 4:08:23 PM

© 2019 Sanford Institute of Philanthropy© 2019 Sanford Institute of Philanthropy

Step 7: Ask Questions

• Our Impressions on social markedly increased in Q1 2019. Did we do anything else that would account for the increase in Organic Search over Q4?

• Direct Traffic markedly increased. What branding activities did the organization conduct that might have contributed? What can we conservatively attribute to social media?

Google Analytics

Page 41: The Missing Link in Your Digital Fundraising Strategy · The Missing Link in Your Digital Fundraising Strategy Author: Pearl Hoeglund Created Date: 4/22/2019 4:08:23 PM

© 2019 Sanford Institute of Philanthropy© 2019 Sanford Institute of Philanthropy

Poll/Quiz Question:

What Are Some Other Questions You Can

Think Of?

Tell us via the Chatbox!

Page 42: The Missing Link in Your Digital Fundraising Strategy · The Missing Link in Your Digital Fundraising Strategy Author: Pearl Hoeglund Created Date: 4/22/2019 4:08:23 PM

© 2019 Sanford Institute of Philanthropy© 2019 Sanford Institute of Philanthropy

Google Analytics

Step 8: Define what’s important to your organization, then track and report.

Page 43: The Missing Link in Your Digital Fundraising Strategy · The Missing Link in Your Digital Fundraising Strategy Author: Pearl Hoeglund Created Date: 4/22/2019 4:08:23 PM

© 2019 Sanford Institute of Philanthropy© 2019 Sanford Institute of Philanthropy

YOUR SOCIAL DOESN’T FOCUS ON

DONOR RETENTION

Missing Link #6

Page 44: The Missing Link in Your Digital Fundraising Strategy · The Missing Link in Your Digital Fundraising Strategy Author: Pearl Hoeglund Created Date: 4/22/2019 4:08:23 PM

© 2019 Sanford Institute of Philanthropy© 2019 Sanford Institute of Philanthropy

Step 1: Document Mission Centric Activities

Step 2: Post and Amplify on social throughout the year

Step 3: Invest in Video

• Adds humanization & emotion to the documentation Process

• Provides ability to create quarterly & annual mash-ups with donor retention in mind.

Step 4: Amplify to Donors

• Both posts and mash-up videos

• Ads can be targeted via email lists

• Call-to-Action Renew Your Commitment

Key Donor Retention Tactics

Page 45: The Missing Link in Your Digital Fundraising Strategy · The Missing Link in Your Digital Fundraising Strategy Author: Pearl Hoeglund Created Date: 4/22/2019 4:08:23 PM

© 2019 Sanford Institute of Philanthropy© 2019 Sanford Institute of Philanthropy

YOU TREAT PAIDAMPLIFICATION AS IF IT’S

AN OPTION

Missing Link #7

Page 46: The Missing Link in Your Digital Fundraising Strategy · The Missing Link in Your Digital Fundraising Strategy Author: Pearl Hoeglund Created Date: 4/22/2019 4:08:23 PM

© 2019 Sanford Institute of Philanthropy© 2019 Sanford Institute of Philanthropy

Poll/Quiz Question:

Do You Have A Dedicated Paid

Amplification Budget?

1. Yes

2. No

3. In the works

4. Other (submit via chat)

Page 47: The Missing Link in Your Digital Fundraising Strategy · The Missing Link in Your Digital Fundraising Strategy Author: Pearl Hoeglund Created Date: 4/22/2019 4:08:23 PM

© 2019 Sanford Institute of Philanthropy© 2019 Sanford Institute of Philanthropy

Facebook AdvertisingYou can choose your objective!

Page 48: The Missing Link in Your Digital Fundraising Strategy · The Missing Link in Your Digital Fundraising Strategy Author: Pearl Hoeglund Created Date: 4/22/2019 4:08:23 PM

© 2019 Sanford Institute of Philanthropy© 2019 Sanford Institute of Philanthropy

Facebook AdvertisingYou can choose your audience!

Page 49: The Missing Link in Your Digital Fundraising Strategy · The Missing Link in Your Digital Fundraising Strategy Author: Pearl Hoeglund Created Date: 4/22/2019 4:08:23 PM

© 2019 Sanford Institute of Philanthropy© 2019 Sanford Institute of Philanthropy

Facebook AdvertisingYou can get granular!

Page 50: The Missing Link in Your Digital Fundraising Strategy · The Missing Link in Your Digital Fundraising Strategy Author: Pearl Hoeglund Created Date: 4/22/2019 4:08:23 PM

© 2019 Sanford Institute of Philanthropy© 2019 Sanford Institute of Philanthropy

Facebook AdvertisingA little goes a long way!

Page 51: The Missing Link in Your Digital Fundraising Strategy · The Missing Link in Your Digital Fundraising Strategy Author: Pearl Hoeglund Created Date: 4/22/2019 4:08:23 PM

© 2019 Sanford Institute of Philanthropy© 2019 Sanford Institute of Philanthropy

Questions?

Please send them in the chat!

Page 52: The Missing Link in Your Digital Fundraising Strategy · The Missing Link in Your Digital Fundraising Strategy Author: Pearl Hoeglund Created Date: 4/22/2019 4:08:23 PM

© 2019 Sanford Institute of Philanthropy© 2019 Sanford Institute of Philanthropy

Keep the Conversation Going!

Tag us!

@sanfordinstituteofphilanthropy

@sanfordinstitut

sanford-institute-of-philanthropy

Page 53: The Missing Link in Your Digital Fundraising Strategy · The Missing Link in Your Digital Fundraising Strategy Author: Pearl Hoeglund Created Date: 4/22/2019 4:08:23 PM

© 2019 Sanford Institute of Philanthropy© 2019 Sanford Institute of Philanthropy

CONTACT FRANCISCO!

Francisco Martinez

@fmarketingmix

[email protected]

@fmarketingmix

SEARCH: "Francisco Martinez Marketing"

Page 54: The Missing Link in Your Digital Fundraising Strategy · The Missing Link in Your Digital Fundraising Strategy Author: Pearl Hoeglund Created Date: 4/22/2019 4:08:23 PM

© 2019 Sanford Institute of Philanthropy© 2019 Sanford Institute of Philanthropy

DON’T MISS OUR NEXT WEBINAR!

Set Yourself Up for Success with

Peer-to-Peer Fundraising

Wednesday, May 15, 201911:00am – 12:00pm PST

2:00pm – 3:00pm EST

Register Today!

Page 55: The Missing Link in Your Digital Fundraising Strategy · The Missing Link in Your Digital Fundraising Strategy Author: Pearl Hoeglund Created Date: 4/22/2019 4:08:23 PM

© 2019 Sanford Institute of Philanthropy

THANK YOU!We’d love to hear your feedback.

Please take our survey!!