Open Challenge Structure:-Here is a link to the leaderboard from the Challenge. This is where you can see howeveryone else...
The larger networks will be really helpful in future fundraising as well.How do I reach out to my network?:-These include:...
reach the thresholds.- The calendar we provide is a type of guide and source of fundraising inspiration. Itis not intended...
Although they won’t be able to tweet about your organization, they can speak atschool, churches, or just to their neighbor...
to procrastinate giving until the last possible day. Remind them that they will needto give NOW if they want the extra cas...
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Mid challenge training notes

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These are the notes to the training presentation. from August 11, 2011.

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Transcript of "Mid challenge training notes"

  1. 1. Open Challenge Structure:-Here is a link to the leaderboard from the Challenge. This is where you can see howeveryone else is doing in the challenge and who is winning the bonus grant, whichI’ll talk about in a minute.-Raise $4,000 from 50 unique donors in one month. As you already know.-Once you have raised the $4,000 from 50 donors, it will say secure in the progressbar. However, if someone clicks on your project, it will show them how much moneyyou need to raise in order to reach YOUR full project goal and encourage them tohelp you win the bonus grants.-The Bonus Grants are going to be the same for this challenge.-The top fundraiser in terms of money will receive $3,000. The second placeorganization will receive $2,000 and the third place organization will receive$1,000.-The organization that has the most unique donors will receive $2,000-Also, there is a small, $300, bonus for each of the five organizations that have themost facebook shares. In order to be eligible for this prize you must first reach$2,000 in funds raised. During the last challenge, all five of the grant winners werethe top sharers overall and all five were successful in the challenge- If you are successful, your project will remain on GlobalGiving and you will beinvited to post more projects to the site. You will also be eligible for additionalbenefits including more matching days with matches up to 30%, posting ofvolunteer opportunities, more corporate engagement, and monthly trainings withexpert guests. From that point on, your project and any additional ones you post willremain live on GlobalGiving until they raise the funds requested. This is alsocontingent on your providing quarterly project reports and renewing your duediligence in two years.Identifying and Expanding your Networks:- When thinking about expanding your network of supporters, you should firstidentify who is in your current network. You family, friends, donors, co-workers andvolunteers all fit into this category. Your expanded network will include their family,friends, coworkers etc. Research has shown that the most compelling reason forpeople to give is that someone they know told them about it and encouraged themtoo. You are much more likely to get a response from someone if they hear aboutyou through someone they know, rather than reaching out to them yourself.- You will want to identify who your “Fundraising captains” are. These people will bethe ones working closely with you to expand you network and reach out to peoplefor donations. Volunteers make great fundraising captains. One very valuable lessonwe have learned through our experience with Open Challenges is that it is almostimpossible to do it on your own. Find your fundraising captains and recruit them tohelp you out. Using the strategy worksheet can help you assign tasks for eachcaptain and set goals.- The more people you are able to reach the more likely you are to reach your goals.Overall, you will want to be able to reach a minimum of 400 people for donations.
  2. 2. The larger networks will be really helpful in future fundraising as well.How do I reach out to my network?:-These include: Thank you emails, project reports, personalized outreach.- Thank you emails can be found on the donation manager and are really simple touse. We have prepared templates that you can send or we have the option to addyour own template. This shows your donors that you truly appreciate the donationand helps you start building a long-term relationship with any new donors.- Project reports are great ways to get in touch with your supporters. They arerequired every three months once you become a permanent member, however, theycan be useful during the Challenge and right after as they are sent to all of yourdonors, including those that remained anonymous, and they are posted to theproject page for anyone to see later.- Emails in general are the most common way to reach out to your donors. We haveseveral template emails online designed for open challenges and the times whenyou would send them. Of course you can change them up as much as you like, butthey do a great job of showing what type of tone you want to take and how topresent the idea of the GlobalGiving open challenge.- You want the emails to be rather informal and to the point. However, we havefound that personalized emails get the most response. Mass, generic emails tend toget ignored, but something personal with even a question included, will make yourpotential donor feel that you are appealing to him and make that person want torespond.- Have your captains reach our to the people they know personally, rather than youreaching out yourself. Again, people are more likely to respond to someone theyknow, over someone who got their email address from someone they know. It is alsocourteous to ask if someone would like to be added to a mailing list before doing so,especially in the case of U.S. donors.-One really important thing to remember is not to BOMBARD your donors andfriends with emails or phone calls. No one wants to be called twice a day and beingasked for money. Timing is key when it comes to fundraising in the challenge. Also,get to know who you are reaching out to. Younger audiences respond more readilyto social media and emails while the older generations are more inclined to donatewith a personal phone call or in-person visit. You can also offer to help themnavigate the site in order to donate.What are the GlobalGiving Tools?:- At GlobalGiving we have spent a lot of time coming up with tools and resources tohelp the project leaders that use our site. These tools can be used during theChallenge, as well as afterwards to refine your complete fundraising strategy.- The Open Challenge Toolkit, which I hope everyone has already seen and used, isthe most comprehensive collection of these resources we have. We have a strategyworksheet with goes through the weeks individually and has you plan out smallergoals. It can be very helpful in coordinating your team and keeping you on track to
  3. 3. reach the thresholds.- The calendar we provide is a type of guide and source of fundraising inspiration. Itis not intended to be followed day-by-day but can give you some useful insight intosome different strategies and frequency of communication.- Template emails, success stories and the Challenge FAQs are also great tools tolook into for ideas.- There are several ways in which you can get the word out about your projectsimply by visiting the project page. You can share your project on facebook simplyby selecting the blue share button on the right side. You can also tweet instantlyabout the project and see who has added you to any fundraisers or registries.- Fundraisers and registries are great ways to get your supporters involved withoutasking them directly for money. Fundraisers can be set up very easily on our site, allyou need is an account, which is free. A fundraiser page can allow your supportersto direct any of their friends, family, coworkers, to a page that they have created thatis designed to support your project. They can then track the number of donationsmade through the fundraiser and host events where people can donate. Registriesare great for anyone that would like to donate a personal event, like a birthday forexample. If your mother would like to donate her birthday to your project, she canset up a registry and list your project as a gift they would like to receive.-Finally, the project page is a good place to find your donation manager if you arelogged in of course. This is only visible to project leaders of that specific project andit lists all of the donors that have given to your project since it was posted. It tellsyou the donor name and email address (if they are not anonymous), how they gave(credit card, check, paypal,) where they came from (facebook, google, fundraiser),and how much they gave (gross, no including the fee). This tool is great fororganizing your donor communication and keeping track of the donations received.What about my donors without Internet Access?/ What about my donors withoutcredit cards?-These are the two most common issues we face as an online fundraising platformand by far the most challenging. As we function as an online platform, internetconnection and digital payment options are at the core of our efforts. Without yourdonors’ ability to give to your project, GlobalGiving is not as effective in helping yourcause. That said, we do have some suggestions on how to get past this whenreaching out during the Challenge.- Host a fundraising event! I’ve mentioned this several times before and I think it is afantastic option for fundraising where not many people are able or inclined todonate. At these events we recommend that you have a computer set up somewherewith access to the internet so that your party guests can donate right there! You canhave your supporters volunteer to help host such an event or just attend and bringtheir credit cards. This can also help bridge the gap in cultures where giving is not asprevalent in society. If people feel as though they are getting something in return fortheir donation, like a dinner or an interesting activity, it may seem less like adonation.-Another great way to get these donors involved is to have them spread the word.
  4. 4. Although they won’t be able to tweet about your organization, they can speak atschool, churches, or just to their neighbors. Every bit helps expand your networkand get you closer to that fundraising goal.- We know that donors in much of the world do not have easy access to credit cards.We do have other methods of donation including wire transfers and internationalchecks but these typically carry high fees and are not ideal for smaller donations.Also, GlobalGiving is not able to accept cash. In these situations we recommendreaching out more strongly to those supporters in networks that would have themeans to donate. Reaching supporters in the U.S. or Europe can be a great help, evenafter the Challenge. It can start with just one person with a credit card and expand. Ifyou are interested in reaching these networks, we have a recording from thediaspora fundraising training that was hosted in June. I can make sure to get thatinformation to you if you send me an email.Evaluating a Strategy:-Now that the Challenge has been active for 10 days, you may see either some greatresponses to your fundraising, or some not so great responses. Either way, wewould suggest looking at your strategies in the past few days and see what isworking and what is not. You don’t want to be spending a lot of time on somethingthat is not producing results. Determine how people are hearing about you, whythey are giving, and decide which methods are working.-The donation manager is a great place to see how people are hearing about you. Itcan show you where people are coming from when they donate. You can use thisinformation to figure our which methods of approaching donors are working andwhich ones are not.-Decide if you want to make a change. Even if what you are doing seems to begetting donations, it may be worth thinking about your donors and seeing if theywould respond to different methods. The younger generations tend to gravitatetowards social media and emails, while the older generations may respond better toa phone call or a personal visit. Remember your audience!-It is never too late to try something new. Even if you are unsuccessful in thisChallenge, it will help you understand what you need to do to be successful in thenext Challenge.What to do in the next 3 weeks:-We will be hosting the Open Challenge Bonus Day on August 16, 2011. There will be$3,000 of matching funds which will be matched at 15% up to $1,000. Remember,once the funding runs out, it’s gone! So you may need to tell some of your donors toget up early (or stay up late) to donate. The Bonus day will begin at midnight.-Fundraising for Bonus Day: Stress that this is the one day during the Challengewhen their donation can go further. Especially for those donors who are concernedthey can only give $10, remind them that this is an opportunity to give more.-Emphasize the importance of this deadline. Even during the Challenge, people tend
  5. 5. to procrastinate giving until the last possible day. Remind them that they will needto give NOW if they want the extra cash.-Try to reach out before the weekend. Most people receive a paycheck on Friday.Ask them to reserve part of it for your project. Spend the weekend doing seriousoutreach, going door-to-door, speaking at your church or town event, asking familyand friends who may have the weekend off, to donate that time to your project. As athanks, take them out for drinks or a barbeque.-Many people wait until the last minute and research has shown most people needto be told at least 5 times to give before they actually do. Remind your supporterswho have not yet donated that time will run out! Remind them that they have achance to radically change how your organization fundraises and possibly get yourorganization additional money from GlobalGiving. I wouldn’t recommend remindingthem every day. But keep updating the list of your supporters who have not yetgiven and remind them more frequently as the end of the Challenge draws near. Trynot to continue asking for donations from people that have already given to yourproject. Finally, be sure to ask people that don’t have the means to give money, togive their time by spreading the word to their own networks. This can be just aseffective if not more effective than a monetary donation.-Getting your biggest supporters, which are of course your volunteers andfundraising captains, to be excited and motivated is an excellent way to drivedonations. It is very difficult to complete a Challenge on your own. Almost everyonewho has done exceptionally well in the Challenge has had a core group of peoplethat were just as passionate and motivated as the project leader themselves.Together they were able to pull together large amounts of funding.Don’t Forget to Join the Facebook Group!-All new information is posted here. And it is a great place to interact with otherproject leaders and ask questions!!-There has been a lot of interaction already on the Facebook group and we wanteveryone in the Challenge to join. We are going to be posting updates aboutimportant dates to remember, as well as having discussions about fundraisingstrategies that have proven successful in GlobalGiving Challenges.-We have already had project leaders sharing their fundraising strategies with thegroup. Joanne Felci from World Concern has used Google Ads to promote her projectin Somalia, Jackie Belding from Friends of the Deaf mobilized 5 supporters to helpher with her fundraising and expand her networks, and Katie Allan from KenyaRainwater Association suggests a charity raffle to inspire interest.-You can also ask questions of our staff who are on the group daily, or of otherproject leaders.

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