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#GivingTuesday is Over, Now What?
The document outlines strategies for enhancing donor engagement and retention, emphasizing techniques such as personalized thank-you calls, digital tools for fundraising, and effective donor surveys. It highlights expert insights from fundraising professionals, including Rachel Muir and Taylor Shanklin, and provides resources for nonprofit organizations to improve their fundraising effectiveness. Key themes include the importance of timely stewardship and understanding donor preferences to foster lasting relationships.
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#GivingTuesday is Over, Now What?
- 1. Fundraise Faster. Est. inAustin, TX 2007
- 2. #GivingTuesday is over,now what?
- 4. • 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”
- 5. Embed into yourexisting 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.
- 6. • 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
- 7. What Rachel does: Custom training VIP days Webinars Live classes Speaking All on fundraising… Want to explore training with me? Calendly.com/rachelmuir
- 8. Get invited toRachel’s webinars! Rachelmuir.com
- 9. Join Rachel fora webinar series
- 10. $50 off fortoday’s webinar guests! https:// 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?
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- 12. #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
- 13. Was your #GivingTuesdaythis good? Poll: Did you do better, the same or worse as last year?
- 14. 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. 15 READ LESS MINDS,ASK MORE QUESTIONS
- 16. 16 USING DIGITAL TOOLSTO BUILD A PORTFOLIO
- 17. Survey your donors on what they care about
- 18. Communication preferences Why’d theyjoin/give? What do they most want to support? What to survey Beneficiary preferences @rachelmuir @tshankcycles Satisfaction levels
- 19. DON’T ask these 3 things 1. When they gave 2. How much they gave 3. ANYTHING you already know @rachelmuir @tshankcycles
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- 21. Video lets prospectsself 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
- 22. Data identifies prospects& interests Personal URL (Direct Mail) Cultivation Email Face-to-Face Visit Appointment Setting Stewardship Microsite Personalized Update OBSERVATION DATA VISIT DATA Welcome Series 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
- 23. Video is scalable Targets Sent Opened Clicked VideoStarted Video Finished Inbound Leads You can spend more time on revenue generating activities (like visits)
- 24. Innovative Stewardship + Tools Download stewardship template rachelmuir.com/guides
- 25. LinkedIn 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
- 26. LinkedIn Google+ Twitter Pinterest Charlie Norbert What are your clients doing to start a giving avalance?
- 27. “Legal stalking” with donors/prospects LinkedIn Google+ Twitter Pinterest Charlie BombBomb Norbert Bananatag Want to explore training with me? Calendly.com/rachelmuir
- 28. @rachelmuir #npstoryconf Charlie app
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- 32. Sample video emailTool spotlight: video email Watch the video at http://bit.do/careshare Tool spotlight: Video email
- 33. Best part: seeingwho watched it. @rachelmuir Facebook.com/RachelMuirFundraising
- 34. Email me foran example [email protected] BombBomb.com
- 35. Sample personalized stationary Though,ul, inexpensive follow up that wows Check out Feltapp. com Download today’s guide: rachelmuir.com/guides @rachelmuir @tshankcycles
- 36. Sample personalized stationaryFeltapp.com Feltapp. com @rachelmuir Facebook.com/RachelMuirFundraising
- 37. Check out Bond.co Type handwritten notes – Bond.co @rachelmuir @tshankcycles
- 38. • Goal: 24-48hrs (“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”
- 39. Source: The MillennialImpact Report
- 40. 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
- 41. Steal this! “You made your gift just one (week, month) ago and already you’ve… (insert amazing accomplishment here)
- 42. Makeover - Before Whenyou 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.
- 43. Makeover - After Your$100 donation will give a cancer patients mother a home away from home tonight.
- 44. #Bridge16 Here’s how Girlstart crushes it Cultivation events are great stewardship
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- 47. Fundraisers rely tooheavily on gift value as a determinant of future potential. ” “ Penelope Burk, The 2014 Burk Donor Survey
- 48. 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!
- 49. How much does a board thank you call improve donor retention? Take our quick poll!
- 50. Truth bomb Thankyou 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
- 51. Impact on giving amounts Thank you call from board member w/in 24 hours Source: Penelope Burk & Cygnus Research 14 months later 70% retention!
- 52. What inspired youto 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
- 53. Source: Penelope Burk,2013 Donor Survey
- 54. Thank You! Freestewardship 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
- 55. Ready to startan avalanche of giving in 2017? Email [email protected] & Register for more Kimbia webinars at kimbia.com/resources/webinars/
- 56. On The Way– It’s Coming To Your Inbox!
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- 58. $50 off fortoday’s webinar guests! https:// 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?