Blue strike webinar recapturing lost donors - sept. 15, 2015 final
-
Upload
blue-strike-inspiring-support-for-civic-engagement -
Category
Government & Nonprofit
-
view
351 -
download
1
Transcript of Blue strike webinar recapturing lost donors - sept. 15, 2015 final
![Page 1: Blue strike webinar recapturing lost donors - sept. 15, 2015 final](https://reader035.fdocuments.net/reader035/viewer/2022070602/587b91941a28ab4e4f8b538b/html5/thumbnails/1.jpg)
1
RECAPTURING LAPSED DONORS
Blue Strike Webinar: Recapturing Lost Donors Sept. 15, 2015 bluestrike.org
Join the webinar online
Meeting ID 29053098
Join by phone: +1-201-479-4595
Thanks and welcome to the webinar!
Participants will be muted during the presentation to maintain good sound quality, but if you have a comment or question, please use the chat box.
![Page 2: Blue strike webinar recapturing lost donors - sept. 15, 2015 final](https://reader035.fdocuments.net/reader035/viewer/2022070602/587b91941a28ab4e4f8b538b/html5/thumbnails/2.jpg)
BLUE STRIKERecapturing Lapsed Donors
![Page 3: Blue strike webinar recapturing lost donors - sept. 15, 2015 final](https://reader035.fdocuments.net/reader035/viewer/2022070602/587b91941a28ab4e4f8b538b/html5/thumbnails/3.jpg)
3
Blue Strike: Inspiring Support for Civic Engagement
Mary Dillon [email protected](703) 399-0855
Blue Strike Webinar: Recapturing Lost Donors Sept. 15, 2015 bluestrike.org
![Page 4: Blue strike webinar recapturing lost donors - sept. 15, 2015 final](https://reader035.fdocuments.net/reader035/viewer/2022070602/587b91941a28ab4e4f8b538b/html5/thumbnails/4.jpg)
4
WELCOME• This is a 45-minute webinar focused on one of the most
common fundraising problems: lost donors.
• Intended for development staff who have responsibility for individual giving.
• Developed with advocacy organizations in mind.
• Features straightforward, low-cost strategies for getting lapsed donors back on board.
Blue Strike Webinar: Recapturing Lost Donors Sept. 15, 2015 bluestrike.org
![Page 5: Blue strike webinar recapturing lost donors - sept. 15, 2015 final](https://reader035.fdocuments.net/reader035/viewer/2022070602/587b91941a28ab4e4f8b538b/html5/thumbnails/5.jpg)
5
WEBINAR AGENDA• The first part of the webinar will focus on some of the most
common reasons people stop giving.
• In the second part, we will use that framework to prioritize a sample list of lapsed donors.
• Then, we will talk about the strategies for getting priority donors back in the fold.
• We will pause between each section for questions.
• And we will wrap up by 2:00 PM.
Blue Strike Webinar: Recapturing Lost Donors Sept. 15, 2015 bluestrike.org
![Page 6: Blue strike webinar recapturing lost donors - sept. 15, 2015 final](https://reader035.fdocuments.net/reader035/viewer/2022070602/587b91941a28ab4e4f8b538b/html5/thumbnails/6.jpg)
6
ASSUMPTIONS • These are short-term lapsed donors; last gift was between
12 and 24 months ago.
• We are looking for donors with a high probability of coming back as well as those who are worth a special effort.
• We need to allocate resources carefully.
• The goal is to develop a target list for high-touch contact and . . .
• Bring donors back on board!
Blue Strike Webinar: Recapturing Lost Donors Sept. 15, 2015 bluestrike.org
![Page 7: Blue strike webinar recapturing lost donors - sept. 15, 2015 final](https://reader035.fdocuments.net/reader035/viewer/2022070602/587b91941a28ab4e4f8b538b/html5/thumbnails/7.jpg)
7
THE MOMENT OF TRUTHDONORS WHO GAVE ‘LAST YEAR BUT NOT THIS’
Blue Strike Webinar: Recapturing Lost Donors Sept. 15, 2015 bluestrike.org
![Page 8: Blue strike webinar recapturing lost donors - sept. 15, 2015 final](https://reader035.fdocuments.net/reader035/viewer/2022070602/587b91941a28ab4e4f8b538b/html5/thumbnails/8.jpg)
8
RUN THE “LYBNT” LIST
DONORS WHO GAVE ‘LAST YEAR BUT NOT THIS’
Blue Strike Webinar: Recapturing Lost Donors Sept. 15, 2015 bluestrike.org
![Page 9: Blue strike webinar recapturing lost donors - sept. 15, 2015 final](https://reader035.fdocuments.net/reader035/viewer/2022070602/587b91941a28ab4e4f8b538b/html5/thumbnails/9.jpg)
9
NAMELAST GIFT
DATE LAST GIFT AMOUNT REASON PRIORITY
Margaret Chen 2014-03-15 $1,000.00
Al Johnson 2014-06-20 $1,500.00
Henry Abrams 2013-08-25 $250.00
Carlos Gonzalez 2013-04-10 $100.00
Craig Arroyo 2013-12-31 $350.00
John Miller 2013-12-15 $2,500.00
Amanda Jones 2013-11-15 $250.00
Maria Salas 2012-12-31 $1,000.00
Mary Smith 2014-06-18 $250.00
Robert Stein 2013-08-20 $750.00
Blue Strike Webinar: Recapturing Lost Donors Sept. 15, 2015 bluestrike.org
![Page 10: Blue strike webinar recapturing lost donors - sept. 15, 2015 final](https://reader035.fdocuments.net/reader035/viewer/2022070602/587b91941a28ab4e4f8b538b/html5/thumbnails/10.jpg)
10
COMMON REASONSDONORS STOP GIVING
Blue Strike Webinar: Recapturing Lost Donors Sept. 15, 2015 bluestrike.org
![Page 11: Blue strike webinar recapturing lost donors - sept. 15, 2015 final](https://reader035.fdocuments.net/reader035/viewer/2022070602/587b91941a28ab4e4f8b538b/html5/thumbnails/11.jpg)
11
NAMELAST GIFT
DATE LAST GIFT AMOUNT REASON PRIORITY
Margaret Chen 2014-03-15 $1,000.00 tribute gift
Al Johnson 2014-06-20 $1,500.00 deceased
Henry Abrams 2013-08-25 $250.00 suppressed
Carlos Gonzalez 2013-04-10 $100.00 memorial gift
Craig Arroyo 2013-12-31 $350.00 intermittent
John Miller 2013-12-15 $2,500.00 angry donor
Amanda Jones 2013-11-15 $250.00 crisis donor
Maria Salas 2012-12-31 $1,000.00 unaware lapsed
Mary Smith 2014-06-18 $250.00 change in circumstance
Robert Stein 2013-08-20 $750.00 moved/changedBlue Strike Webinar: Recapturing Lost Donors
Sept. 15, 2015 bluestrike.org
![Page 12: Blue strike webinar recapturing lost donors - sept. 15, 2015 final](https://reader035.fdocuments.net/reader035/viewer/2022070602/587b91941a28ab4e4f8b538b/html5/thumbnails/12.jpg)
12
1. Based on your own experience, what is the most common reason donors stop giving?
Take the survey now
Blue Strike Webinar: Recapturing Lost Donors Sept. 15, 2015 bluestrike.org
![Page 13: Blue strike webinar recapturing lost donors - sept. 15, 2015 final](https://reader035.fdocuments.net/reader035/viewer/2022070602/587b91941a28ab4e4f8b538b/html5/thumbnails/13.jpg)
13
IS THIS DONOR A PRIORITY?
YES, NO OR MAYBE
Blue Strike Webinar: Recapturing Lost Donors Sept. 15, 2015 bluestrike.org
![Page 14: Blue strike webinar recapturing lost donors - sept. 15, 2015 final](https://reader035.fdocuments.net/reader035/viewer/2022070602/587b91941a28ab4e4f8b538b/html5/thumbnails/14.jpg)
14
Common reasons for lapsed donors1. Donor gave b/c business associate Priority? MAYBE
2. Deceased. Priority? MAYBE
3. Record was suppressed. Priority? YES
4. Memorial gifts. Priority? NO
5. Intermittent donors. Priority? YES
Blue Strike Webinar: Recapturing Lost Donors Sept. 15, 2015 bluestrike.org
![Page 15: Blue strike webinar recapturing lost donors - sept. 15, 2015 final](https://reader035.fdocuments.net/reader035/viewer/2022070602/587b91941a28ab4e4f8b538b/html5/thumbnails/15.jpg)
15
COMMON REASONS (CONTINUED)
6. Angry donors. Priority? YES
7. Crisis givers. Priority? NO
8. Unaware donors. Priority? YES
9. Change in donor’s circumstances. Priority? YES
10. No address, no phone, no email. YES
Blue Strike Webinar: Recapturing Lost Donors Sept. 15, 2015 bluestrike.org
![Page 16: Blue strike webinar recapturing lost donors - sept. 15, 2015 final](https://reader035.fdocuments.net/reader035/viewer/2022070602/587b91941a28ab4e4f8b538b/html5/thumbnails/16.jpg)
16
NAMELAST GIFT
DATE LAST GIFT AMOUNT REASON PRIORITY?
Margaret Chen 2014-03-15 $1,000.00 tribute gift Maybe
Al Johnson 2014-06-20 $1,500.00 deceased Maybe
Henry Abrams 2013-08-25 $250.00 suppressed Yes
Carlos Gonzalez 2013-04-10 $100.00 memorial gift No
Craig Arroyo 2013-12-31 $350.00 intermittent Yes
John Miller 2013-12-15 $2,500.00 angry donor Maybe
Amanda Jones 2013-11-15 $250.00 crisis donor No
Maria Salas 2012-12-31 $1,000.00 unaware lapsed Yes
Mary Smith 2014-06-18 $250.00 change in circumstance Yes
Robert Stein 2013-08-20 $750.00 moved/changed YesBlue Strike Webinar: Recapturing Lost Donors
Sept. 15, 2015 bluestrike.org
![Page 17: Blue strike webinar recapturing lost donors - sept. 15, 2015 final](https://reader035.fdocuments.net/reader035/viewer/2022070602/587b91941a28ab4e4f8b538b/html5/thumbnails/17.jpg)
17
QUESTIONS OR COMMENTS
Blue Strike Webinar: Recapturing Lost Donors Sept. 15, 2015 bluestrike.org
![Page 18: Blue strike webinar recapturing lost donors - sept. 15, 2015 final](https://reader035.fdocuments.net/reader035/viewer/2022070602/587b91941a28ab4e4f8b538b/html5/thumbnails/18.jpg)
18
SORT YOUR LIST
USING DONOR GIVING HISTORY
Blue Strike Webinar: Recapturing Lost Donors Sept. 15, 2015 bluestrike.org
![Page 19: Blue strike webinar recapturing lost donors - sept. 15, 2015 final](https://reader035.fdocuments.net/reader035/viewer/2022070602/587b91941a28ab4e4f8b538b/html5/thumbnails/19.jpg)
19
Next step: a second cut• Once you’ve prioritized your list based on the reason for
not giving, you can push the low probability recaptures to the bottom of the list.
• Then, you’ll want to sort by giving levels and giving history to focus your efforts on donors who are most worth your effort -- usually long-time donors, high dollar donors.
• Other key stakeholders may merit special attention, such as former board members.
Blue Strike Webinar: Recapturing Lost Donors Sept. 15, 2015 bluestrike.org
![Page 20: Blue strike webinar recapturing lost donors - sept. 15, 2015 final](https://reader035.fdocuments.net/reader035/viewer/2022070602/587b91941a28ab4e4f8b538b/html5/thumbnails/20.jpg)
20
RE-INSTATEMENT STRATEGIESFOR LAPSED DONORS
Blue Strike Webinar: Recapturing Lost Donors Sept. 15, 2015 bluestrike.org
![Page 21: Blue strike webinar recapturing lost donors - sept. 15, 2015 final](https://reader035.fdocuments.net/reader035/viewer/2022070602/587b91941a28ab4e4f8b538b/html5/thumbnails/21.jpg)
21
Level 1: The absolute minimum• Send a lapsed letter as soon as the fiscal year closes and
you know who has fallen off.
• Do not send a special appeal or additional program info. Just a one-page letter that says “your membership has expired” or “the date of your last gift was [date of last gift] and amount” with a request for renewed support and a deadline.
• Include language that says, “if we somehow missed your gift, please contact us so we can update our records.”
Blue Strike Webinar: Recapturing Lost Donors Sept. 15, 2015 bluestrike.org
![Page 22: Blue strike webinar recapturing lost donors - sept. 15, 2015 final](https://reader035.fdocuments.net/reader035/viewer/2022070602/587b91941a28ab4e4f8b538b/html5/thumbnails/22.jpg)
22
Level 2: The 10-day blitz• Send a personal email, mail a statement-style letter and
make a personal phone call - all at the same time.
• This all-at-once approach is designed to cut through the noise, to get their attention.
• Make sure your contacts reference one another.
• Set aside a week to 10 days as a reinstatement campaign and enlist other staff.
• Recruit and train interns to call as volunteers.
Blue Strike Webinar: Recapturing Lost Donors Sept. 15, 2015 bluestrike.org
![Page 23: Blue strike webinar recapturing lost donors - sept. 15, 2015 final](https://reader035.fdocuments.net/reader035/viewer/2022070602/587b91941a28ab4e4f8b538b/html5/thumbnails/23.jpg)
23
Level 3: Engage volunteer leaders• Share lapsed list with board members or development
committee members and ask for help with follow up.
• Recruit volunteers for outreach, not fundraising.
• Brief volunteers on the importance of these donors by highlighting their giving history.
• Try three-way conference calls to facilitate calls.
• Make calls in evenings or Sat/Sun afternoon.
Blue Strike Webinar: Recapturing Lost Donors Sept. 15, 2015 bluestrike.org
![Page 24: Blue strike webinar recapturing lost donors - sept. 15, 2015 final](https://reader035.fdocuments.net/reader035/viewer/2022070602/587b91941a28ab4e4f8b538b/html5/thumbnails/24.jpg)
24
Level 4: Change the ask• Lower the threshold or minimum ask.
• Develop affinity groups or new categories for donors who have to scale back. See How Affinity Groups Build Donor Loyalty.
• Send a case statement that provides more substantive program info; an explanation for a position on issue.
• Appeal to them with a special request, such as a matching
campaign.
Blue Strike Webinar: Recapturing Lost Donors Sept. 15, 2015 bluestrike.org
![Page 25: Blue strike webinar recapturing lost donors - sept. 15, 2015 final](https://reader035.fdocuments.net/reader035/viewer/2022070602/587b91941a28ab4e4f8b538b/html5/thumbnails/25.jpg)
25
Level 5: Analyze and target• Analyze data on your lapsed
• Gather more feedback.
• Launch targeted reinstatement using custom campaign materials.
• Donor engagement strategies. • Plan for the ebb and flow.
Blue Strike Webinar: Recapturing Lost Donors Sept. 15, 2015 bluestrike.org
![Page 26: Blue strike webinar recapturing lost donors - sept. 15, 2015 final](https://reader035.fdocuments.net/reader035/viewer/2022070602/587b91941a28ab4e4f8b538b/html5/thumbnails/26.jpg)
26
ADDITIONAL RESOURCESMORE INFO
Blue Strike Webinar: Recapturing Lost Donors Sept. 15, 2015 bluestrike.org
![Page 27: Blue strike webinar recapturing lost donors - sept. 15, 2015 final](https://reader035.fdocuments.net/reader035/viewer/2022070602/587b91941a28ab4e4f8b538b/html5/thumbnails/27.jpg)
27
ARTICLES• How To Write a Fundraising Letter that Wins Back Lapsed
Donors Network for Good Nonprofit Blog, Aug. 2008
• Fundraising 101: 10 Things You Need to Know About Reactivating Lapsed Donors by Lawrence Henze, Nonprofit Pro, Aug. 2009
• The Who, What and How of Winning Back Lapsed Donors by Mary A. Bogucki, Vice President, Amergent
Blue Strike Webinar: Recapturing Lost Donors Sept. 15, 2015 bluestrike.org
![Page 28: Blue strike webinar recapturing lost donors - sept. 15, 2015 final](https://reader035.fdocuments.net/reader035/viewer/2022070602/587b91941a28ab4e4f8b538b/html5/thumbnails/28.jpg)
28
PRESENTATIONSThe Hidden Gold in Your Donor File – Lapsed DonorsPresentation by Becky Odom CFRE, Barton Cotton and Krista Humphrey, Nat'l Law Enforcement Officers Memorial Fund, direct mail, file segmentation, retention is the new acquisition
Baby Come Back? Wooing Lapsed DonorsPresentation by Amy Ricigliano, Planned Parenthood Federation of America, Nicole Titus, OMP, and Graham Hunter, Direct Media for the Direct Mail Association. See page 4.
Blue Strike Webinar: Recapturing Lost Donors Sept. 15, 2015 bluestrike.org
![Page 29: Blue strike webinar recapturing lost donors - sept. 15, 2015 final](https://reader035.fdocuments.net/reader035/viewer/2022070602/587b91941a28ab4e4f8b538b/html5/thumbnails/29.jpg)
29
Blue strike:INSPIRING SUPPORT FOR CIVIC ENGAGEMENT
Blue Strike Webinar: Recapturing Lost Donors Sept. 15, 2015 bluestrike.org
![Page 30: Blue strike webinar recapturing lost donors - sept. 15, 2015 final](https://reader035.fdocuments.net/reader035/viewer/2022070602/587b91941a28ab4e4f8b538b/html5/thumbnails/30.jpg)
30
PREVIOUS BLUE STRIKE WEBINARS
Five Simple Ways to Upgrade Your DonorsTuesday, June 16, 2015 at 1:15 PM ETThe latest research on popular upgrade strategies including conditional ask strings; second-gift approaches; lists and recognition levels; challenge campaigns; and sustaining gifts.
How Affinity Groups Build Donor LoyaltyTuesday, May 19, 2015 at 1:15 PM ETA growing number of organizations use giving clubs and affinity groups to build donor loyalty and improve fundraising results. This webinar explored several case studies from organizations that have used them successfully.
Blue Strike Webinar: Recapturing Lost Donors Sept. 15, 2015 bluestrike.org
![Page 31: Blue strike webinar recapturing lost donors - sept. 15, 2015 final](https://reader035.fdocuments.net/reader035/viewer/2022070602/587b91941a28ab4e4f8b538b/html5/thumbnails/31.jpg)
Blue Strike Webinar: Recapturing Lost Donors Sept. 15, 2015 bluestrike.org
31
BLUESTRIKE.ORG
THANK YOU!
![Page 32: Blue strike webinar recapturing lost donors - sept. 15, 2015 final](https://reader035.fdocuments.net/reader035/viewer/2022070602/587b91941a28ab4e4f8b538b/html5/thumbnails/32.jpg)
32
QUESTION OR COMMENTS
Blue Strike Webinar: Recapturing Lost Donors Sept. 15, 2015 bluestrike.org