the missing link in your digital fundraising strategy · the missing link in your digital...
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© 2019 Sanford Institute of Philanthropy© 2019 Sanford Institute of Philanthropy
The Missing Link in your 2019
Digital Fundraising Strategy
Tuesday, April 23, 2019
© 2019 Sanford Institute of Philanthropy© 2019 Sanford Institute of Philanthropy
TONY BEALL
Trainer, Sanford Institute of Philanthropy
© 2019 Sanford Institute of Philanthropy© 2019 Sanford Institute of Philanthropy
fund·raiseYOU’VE GOT A CAUSE.
LEARN HOW TO FUND IT.
© 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)
© 2019 Sanford Institute of Philanthropy© 2019 Sanford Institute of Philanthropy
Tag us!
#SIPwebinar
© 2019 Sanford Institute of Philanthropy© 2019 Sanford Institute of Philanthropy
MEET YOUR PRESENTER!
Francisco Martinez
Trainer, Sanford Institute of Philanthropy
© 2019 Sanford Institute of Philanthropy© 2019 Sanford Institute of Philanthropy
The Missing Link in Your 2019 Digital Fundraising
Strategy
© 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)
© 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
© 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
© 2019 Sanford Institute of Philanthropy© 2019 Sanford Institute of Philanthropy
All Marketing Begins Here
LACK OF PERSONA DEVELOPMENTMissing Link #2
© 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.
© 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
© 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.
© 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
© 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
© 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
© 2019 Sanford Institute of Philanthropy© 2019 Sanford Institute of Philanthropy
Content Examples
EVENT PROMOTION ENGAGEMENT FUNDRAISING
© 2019 Sanford Institute of Philanthropy© 2019 Sanford Institute of Philanthropy
YOU DON’T MEASURE ROIMissing Link #4
There is a Return on Every Post
© 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
© 2019 Sanford Institute of Philanthropy© 2019 Sanford Institute of Philanthropy
Reach: 12,777
Reactions: 49
Sentiment
Post Breakdown
© 2019 Sanford Institute of Philanthropy© 2019 Sanford Institute of Philanthropy
Reach: 12,777
Comments: 44
Relationships
Post Breakdown
© 2019 Sanford Institute of Philanthropy© 2019 Sanford Institute of Philanthropy
Reach: 12,777
Shares: 11
Digital word-of-mouth
Post Breakdown
© 2019 Sanford Institute of Philanthropy© 2019 Sanford Institute of Philanthropy
Reach: 12,777
Clicks: 153
Website Traffic
Post Breakdown
© 2019 Sanford Institute of Philanthropy© 2019 Sanford Institute of Philanthropy
Reach: 12,777
Registrations: 17
Main KPI
Post Breakdown
© 2019 Sanford Institute of Philanthropy© 2019 Sanford Institute of Philanthropy
Reach: 12,777
Reach: 12,777
Branding
Post Breakdown
© 2019 Sanford Institute of Philanthropy© 2019 Sanford Institute of Philanthropy
Ad Breakdown
© 2019 Sanford Institute of Philanthropy© 2019 Sanford Institute of Philanthropy
Branding
Ad Breakdown
© 2019 Sanford Institute of Philanthropy© 2019 Sanford Institute of Philanthropy
Sentiment
Ad Breakdown
© 2019 Sanford Institute of Philanthropy© 2019 Sanford Institute of Philanthropy
Relationships
Ad Breakdown
© 2019 Sanford Institute of Philanthropy© 2019 Sanford Institute of Philanthropy
Digital word-of-mouth
Ad Breakdown
© 2019 Sanford Institute of Philanthropy© 2019 Sanford Institute of Philanthropy
Web Traffic
Ad Breakdown
© 2019 Sanford Institute of Philanthropy© 2019 Sanford Institute of Philanthropy
Photo Clicks
Ad Breakdown
© 2019 Sanford Institute of Philanthropy© 2019 Sanford Institute of Philanthropy
Ad Breakdown
Beth Kanter/SIP Clicks
© 2019 Sanford Institute of Philanthropy© 2019 Sanford Institute of Philanthropy
YOU DON’T INCORPORATE WEB ANALYTICS
Missing Link #5
© 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
© 2019 Sanford Institute of Philanthropy© 2019 Sanford Institute of Philanthropy
Step 4: Take Note Of Acquisition Numbers
Google Analytics
© 2019 Sanford Institute of Philanthropy© 2019 Sanford Institute of Philanthropy
Step 5: Compare Desire Date Ranges (Q1 2019 over Q4 2018)
Google Analytics
© 2019 Sanford Institute of Philanthropy© 2019 Sanford Institute of Philanthropy
Step 6: Click on Source To Take A Deeper Dive
Google Analytics
© 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
© 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!
© 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.
© 2019 Sanford Institute of Philanthropy© 2019 Sanford Institute of Philanthropy
YOUR SOCIAL DOESN’T FOCUS ON
DONOR RETENTION
Missing Link #6
© 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
© 2019 Sanford Institute of Philanthropy© 2019 Sanford Institute of Philanthropy
YOU TREAT PAIDAMPLIFICATION AS IF IT’S
AN OPTION
Missing Link #7
© 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)
© 2019 Sanford Institute of Philanthropy© 2019 Sanford Institute of Philanthropy
Facebook AdvertisingYou can choose your objective!
© 2019 Sanford Institute of Philanthropy© 2019 Sanford Institute of Philanthropy
Facebook AdvertisingYou can choose your audience!
© 2019 Sanford Institute of Philanthropy© 2019 Sanford Institute of Philanthropy
Facebook AdvertisingYou can get granular!
© 2019 Sanford Institute of Philanthropy© 2019 Sanford Institute of Philanthropy
Facebook AdvertisingA little goes a long way!
© 2019 Sanford Institute of Philanthropy© 2019 Sanford Institute of Philanthropy
Questions?
Please send them in the chat!
© 2019 Sanford Institute of Philanthropy© 2019 Sanford Institute of Philanthropy
Keep the Conversation Going!
Tag us!
@sanfordinstituteofphilanthropy
@sanfordinstitut
sanford-institute-of-philanthropy
© 2019 Sanford Institute of Philanthropy© 2019 Sanford Institute of Philanthropy
CONTACT FRANCISCO!
Francisco Martinez
@fmarketingmix
@fmarketingmix
SEARCH: "Francisco Martinez Marketing"
© 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
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© 2019 Sanford Institute of Philanthropy
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