FUNDRAISING STRATEGY, DONOR and BOARD ENGAGEMENT · • Social Media posts were repetitive - style,...
Transcript of FUNDRAISING STRATEGY, DONOR and BOARD ENGAGEMENT · • Social Media posts were repetitive - style,...
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FUNDRAISING STRATEGY, DONOR and BOARD ENGAGEMENT
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AGENDA
BIG DAY OF GIVING BOOSTS FUNDRAISING POWER
Individual matches
CREATIVE DONOR ENGAGEMENT ATTRACTS AND GROWS GIVING
BOARD ENGAGEMENT AND GIVING MAKE A BIG DIFFERENCE
What Happened in 2015
Real-time Strategic Planning
Activating Your Board
NONPROFIT EXPERT PANEL
How Did They Do It?
LEARNING LAB BREAKOUT
Share and Learn from Each Other
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#bigdog2016
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Pitch: Who are you and why you are participating in BDoG?
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BIG DAY OF GIVING BOOSTS FUNDRAISING
POWER
Priscilla Enriquez- Chief Giving Officer, SRCF@priscillacgo /sacregcf/
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What Happened in 2015
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What Happened in 2015
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What Happened in 2015
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New for 2016
BDoG Incentive Funds to cover prize challenges and technology fees
Focus of 2016 training on100% board giving
Securing individual match challenge funds
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Case Study: North Texas
Susan Swan Smith
Chief Relationship
Officer
Communities
Foundation of Texas
@CFNTx_
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Case Study: North Texas
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Contributing challenge funds allows donors to:
• Multiply the impact of their gift for a nonprofit
• Supplement the Giving Day prizes and bonus funds
• Motivate new giving
• Broaden the nonprofit’s giving base
Find Your Own Challenge Fund
Case Study: North Texas
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Soliciting Challenge Funds
• Who are potential challenge fund donors?
• Board Members
• Volunteers
• Donors to previous Giving Days
• Companies and foundations who could not
otherwise participate
• How do you ask?
• Directly
• Use your board!
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Find Your Own Challenge Fund
• 186 nonprofits raised $6.5 million in challenge funds
specifically for their own organization.
• They ranged from $500 to $1,000,000
• Parameters included:
• 1:1, 1:2, and 1:5 up to a specified amount
• New gifts only
• New or increased gifts
• Total number of gifts
• Corporate gifts
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$6 Million!
30,000 donors
100% board giving
GOALS
WHAT ARE YOUR GOALS?
Fundraising?
Donors?
Board engagement?
Challenge fund
Social media?
Visibility?
What else?
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CREATIVE DONOR ENGAGEMENT ATTRACTS
AND GROWS GIVING
Heath Buckmaster - Director, On-Air Fundraising, KVIE
@buckmasterflash /HeathTV
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• Acquisition and Retention of Donors
• Telling Your Story / Define Your Uniqueness
• What do we do on May 3?
• Big Dog is OVER - Now what?
• Q&A
DONOR ENGAGEMENT AND TRAINING TOPICS
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• There are NEW donors out there, with MONEY $$$
• 29% of donors to #BigDog2015 were NEW
• 8% of total national giving on #BigDog2015 came from the
Sacramento region
• Existing donors plan to come back
• Existing Donors want to share their philanthropy with
friends, make it easy for them
• 93% of #BigDog2015 donors intend to participate in 2016
• 70% of #BigDog2015 donors intend to support the SAME
NPO again
Competition for $$$ is increasing – how are you going
DONOR ENGAGEMENT AND
TRAINING TOPICS
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• Donors are watching Social Media – are you as
visible as you should be?
• #1 referral to donation system was from
• 40% of all donations came from a mobile
device
DONOR ACQUISITION
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• SHARE: How have you retained your current donors?
• Ideas for 2016
• Contact your list of #BigDog2015 donors – challenge
them to increase their gift for #BigDog2016.
• Solicit Matching Gift Opportunities from passionate
(major/leadership) donors, vendors, partners.
• Build your Sustaining Membership program – Ongoing
Monthly Giving is essential
DONOR RETENTION
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• What makes your organization unique?
• How can you best convey stories/examples of the
impact your organization is having on the world?
• Can you tell your story in 140?
This Mama cat already raised one litter this year, but now she’s
spayed! #BigDog2015
#spayneuter
Yolo County SPCA
The orchestra continues to play
without the student who needs this instrument. 15 minutes to
give. Let’s fix this violin!
DSOMA
TELLING YOUR STORY
@916_INK Congrats exceeding your Big Day of Giving Goal
in #Sacramento kids become
published #Authors in beautiful
#books #BigDog2015
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• Take a Deep Breath, Implement Your Plan, Track Your Progress
• The Must-Do List
• Send Emails – 80% of donors learned about BDOG via email
• Donors will tolerate multiple emails for this major event
• Be Active on Social Media – Facebook / Twitter / Instagram / More
• 40% of donors used social media to promote #BigDog2015 to their friends
• Don’t be afraid of “Personal” Marketing – Phone Calls / Events
• Monitor Your Plan and Adjust as needed
• Make sure that scheduled posts and emails are sending
• Monitor social media and post live throughout the 24-hour period (assign an
owner!)
WHAT DO WE DO ON
MAY 3RD
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• Get and Use Your Data
• Assign someone to download and save your data, then LOOK AT IT.
• Maximize Donor Retention
• Say Thank You / Keep Donors Engaged
• Share your End Of Year Impact Report showing how donor dollars have
been used and how they have made a difference.
• Build your SUSTAINER program – regular monthly giving
• Set a goal to get a second gift from a new donor
• Rate of donor retention goes from 22% to 60% once a second gift is received!
• The ultimate goal for every donor should be the bequest.
BDOG IS OVER: NOW WHAT?
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BOARD ENGAGEMENT AND GIVING
MAKE A BIG DIFFERENCE
Kim Tucker- Executive Director, Nonprofit Resource Center
@ketchkim /Nonprofit Resource Center
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The Board’s Role in …
Readiness & Outreach
Giving & Asking
Thanking & Stewarding
BEST PRACTICES
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BOARD GIVING IN 2015
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100% Board giving … and on May 3
Set a goal of dollars and numbers of people
Your network
The organization’s database
The IDP – Individual Development Plan
Creative engagement of your network
SETTING THE EXAMPLE
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A TEAM EFFORT
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Staff & Leadership
Existing Supporters
Volunteers
Prospective Supporters
Board Members
LEVERAGE YOUR NETWORK
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Social media shout-outs day of
Board member thank you within 48 hours
Quarterly engagement thereafter
Utilize a variety of methods
Phone
Professional settings
BUILDING RELATIONSHIPS
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NONPROFIT EXPERT PANEL How Did They Do It?
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PANEL DISCUSSION
Julie Bornhoeft, Chief Marketing and Development Officer, WEAVELaurie Nelson, Board President, Sacramento Philharmonic and OperaCrystal Brooks, Development Associate, Sierra Forever Famililes
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NPO Name Donations
Sierra Forever Families $70,157.00
Sacramento Philharmonic
and Opera$53,929.00
WEAVE $23,334.00
2015 RESULTS
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Big Day of Giving 2015
Mission
To build a community that does not tolerate
domestic violence and sexual assault and provides survivors
with the resources they need to be safe and thrive.
Julie Bornhoeft, MA, CFRE
Chief Development & Marketing
Officer
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Fundraising Philosophy
Donor Engagement - Everyone deserves the
opportunity to donate to WEAVE. We create
the opportunity - donors decide.
• Big Day of Giving is an OPPORTUNITY
• Engage existing donors differently
• Unprecedented exposure to new donors
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2014
• Learning
• $18,085 raised
2015
• Increase giving
• Test using a specific project & collaboration
• $23,550
STRATEGY
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Big Day of Giving 2015
Advance Work & Communications
• Commitment to 100% Board Giving
• Calendar invite sent to board – add link day
before
• Teaser content on social media
• Emails to segmented donors
• Insider Information
• Opportunity to give
• Specific examples of how giving would help
STRATEGY
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Big Day of Giving 2015Big Day of Giving
• Board Chair = Fundraising Ninja
• Social Media posts were repetitive - style, colors
and messaging.
• Specific examples of how giving would help
• Stewardship
• Executive Director communicated with major donors
• Template email with first 1-2 sentences personalized for each donation
• Shoutouts on social media as appropriate
STRATEGY
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Big Day of Giving 2015
Post Event
• Leverage unique stewardship opportunity
• Project update in early August – pictures of what
“they” created.
• Invitation to launching of program
• Next Step: Success story of first family moving into the
project in the works.
STRATEGY
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BREAKOUT
Share, discuss, problem-solve!
What is your donor and board engagement plan? What is your biggest challenge with board giving?
What is your biggest challenge with donor stewardship?
• Share and reportback to the larger group Top 5 things you learned?