Ccmadevelopmentinstitute June2009

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  • PD Total giving for 2007 is estimated to be $306.39 billion. This is an increase of 3.9 percent (1.0 percent adjusted for inflation) compared with the revised estimate of $294.91 for 2006. Revisions to 2006 are presented online at www.givingusa.org. Gifts from individuals are estimated to be $229.03 billion (74.8 percent of the total). Gifts from charitable bequests (realized planned gifts) are estimated to be $23.15 billion (7.6 percent of the total). Combined, individual giving and charitable bequests are estimated to be $252.18 (82.3 percent of the total). Foundation grantmaking reached an estimated $38.52 billion (12.6 percent of the total). This is the highest percentage ever attributable to foundations. The change reflects that a portion of personal giving is now often done through family foundations. Corporate giving is estimated to be $15.69 (5.1 percent of total giving).
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  • PD To establish a strong foundation on which your ministry can grow and be most effective, you must be able to attract and engage members, build meaningful relationships with them, increase involvement and encourage ongoing support. From broadcast ministries, local churches, relief agencies to missionary-sending organizations and mega churches, faith-based groups like yours can use comprehensive online solutions to:
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  • PD The ePhilanthropy toolbox suggests many techniques and tools for online success. Each organization should develop a strategy that is flexible to its current needs while planning for the future. Those seeking to get started are well advised to complete these four basic steps before they begin deploying an expanded ePhilanthropy strategy: 1. Establish an Informative Website – options should be shared for low cost ‘build it yourself’ approaches (i.e. http://www.homestead.com/nonprofits) and for selecting a web vendor to build a website. For most organizations the emphasis should be on building an informative website and not simply on spending a lot for all the ‘bells and whistles’. As their strategy grows and matures so should their website. 2. Collect Email Addresses and communicate with those who opt in – The ePhilanthropy Code of Ethics requires that nonprofit organizations only communicate electronically with those who ‘opt in’ or subscribe to receive such communication, it should also be noted that all such communication is also required to offer the reader the option to ‘opt out’ or unsubscribe to future communication. 3. Offer the option of online giving (encrypted) It should be noted that simply offering the option of online giving will not raise money, but the online architecture and encryption technology to support it must be in place before such a strategy can be deployed. 4. Register with Guidestar.org – As has been pointed out in this presentation registration with Guidestar serves several purposes: It gives the organization the opportunity to ‘tell its story’ using the free services of Guidestar, in a way more complete and reader friendly than the IRS 990. This will improve the information provided by Guidestar to a number of websites that use the database to promote giving to nonprofits (I.e. Fidelity’s Charitable Gift Fund, Networkforgood.org and others) Those nonprofits that submit grant proposals to Foundations are very likely to have their information on Guidestar reviewed by that Foundation, improved information could increase the chance of grant awards.
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  • LK The Upside Down Web Site: There is good content on the site but it's buried under an organizational chart or some other impenetrable hierarchy. The Dead Web Site: It's never updated. Not to be mistaken for the Dead on the Outside Web Site, which looks like it's never updated, but is actually an Upside Down site. The Disconnected Web Site: Where all the communication is one way and there is no way for the reader to send email or otherwise contact the site owners. The Cool Web Site: So enamored of the technology that it is almost impossible to use, at least on a regular basis. The Stingy Web Site: Gives away nothing of value.
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  • PD To establish a strong foundation on which your ministry can grow and be most effective, you must be able to attract and engage members, build meaningful relationships with them, increase involvement and encourage ongoing support. From broadcast ministries, local churches, relief agencies to missionary-sending organizations and mega churches, faith-based groups like yours can use comprehensive online solutions to:
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Transcript

  • 1. YOUR DONORS ARE ONLINE… YOU SHOULD BE TOO! Pam Dechert, CFRE, ePMT Laurie Kish eTapestry Petrus Development
  • 2. Our Agenda
    • Introductions
    • Overview of Technologies for Development
    • The Basics
    • Putting it Together
      • Website
      • Email
      • Online Activities & Social Networking
      • Database Integration
    • Discussion & Questions
  • 3. Objectives
    • Be familiar with numerous technology tools & techniques
    • Be familiar with current research
    • Learn how the use of technological tools & processes can help you become more effective in managing your office as well as build relationships & increase fundraising outcomes
  • 4. 2007 Charitable Giving Total
    • $306.39 billion ($ in billions)
    Individuals $229.03 74.8% Foundations $38.52 12.6% Bequests $23.15 7.6% Corporations $15.69 5.1%
  • 5. Thoughts From Industry Experts
    • “ We are in the middle of a fundamental shift from mass media to the personal media of computers and the Internet, and charitable giving is a logical progression.”
    • Paul Saffo
    • Director,
    • Institute for the Future
    • “ Utilizing rent-able applications and other low cost or free web applications allows the small nonprofit to leverage labor and financial resources. Thus they are able to serve more of their constituency, as well as better communicate with (and broaden) their donor base, and improve services.
    • In other words, leveraging through technology provides the small nonprofit an opportunity to "level the playing field."
    • Carolyn S. Sechler, CPA
    • Phoenix, AZ
  • 6. Internet Users & Activities
    • 74% of adults in the U.S. use the Internet
      • 87% of 18-29 yr. olds
      • 82% of 30-49 yr. olds
      • 72% of 50-64 yr. olds
      • 41% of those 65+
      • Pew Internet Research Study, December 2008
    • 91% send or read email
    • 89% use a search engine to find information
    • 83% look for information about a hobby or interest
    • 81% look for information about a service or product for purchase
    • 38% pay bills online
    • 35% use on online social networking site
  • 7. Online Giving
    • 80% made donations both online and offline
    • 72% said donating online is more efficient & helps charities reduce administrative costs
    • 51% said they prefer giving online
    • 46% said that five years from now they will be making a greater portion of their charitable gifts online
    • 40% said that most charity websites made them feel personally connected to their cause or mission
    • 74% said it was appropriate for the charity to send an email reminding them to renew an annual gift
    • 65% said they always open and glance at emails from causes they support
    The Wired Wealthy: Using the Internet to Connect with Your Middle and Major Donors, 2008 Study by Convio, Sea Change, and Edge Research.
  • 8. Changing Behaviors
    • Read email before snail mail
    • Busy, satisfy interests on their schedule
    • Expect to find information online
    • Expects information to be personalized
    • Expects immediate feedback
    • Demands information/stewardship
  • 9. Online Giving Estimates * Estimate of Giving in 2001 = $550 million Estimate of Giving in 2002 = $1.1 Billion Estimate of Giving in 2003 = $1.9 Billion Estimate of Giving in 2004 = $2.62 Billion Estimate of Giving in 2005= $4.53 Billion *The United States represents slightly more than ½ the Global Online Philanthropic Market. Estimates provided by ePhilanthropy Foundation.
  • 10. It’s Safe to Say…
    • Communications build strong Relationships
    • Tithing & Giving is still based upon Relationships
    • The Internet expands our opportunity for Communications
    • Technology is & will be part of any non profit organization
    • Technology comes in many forms
    • Usage levels the “playing field”
    • Increased success with technology (more with less!)
    • Online/offline strategies must be coordinated
    • Expand giving by building stronger relationships
    • It’s not just for kids anymore
    • It’s used by the educated & engaged
    • Used for more than media downloads & fantasy football
    • The Internet is used by your constituents…or someone else's
  • 11. Potential Impact on Campus Ministry
    • To establish a strong foundation for growth & effectiveness, you must be able to attract and engage members, build meaningful relationships, increase involvement & encourage ongoing support.
    • Comprehensive online solutions:
    • Build a more effective ministry
    • Increase outreach
    • Nurture and cultivate member relationships, and
    • Decrease communication costs while streamlining administrative processes.
  • 12. Use All Your Tools Together An Integrated Communications Strategy
  • 13. Are You Ready?
    • Clearly Display Name, Logo, Mission
    • Completed_____
    • Register With Local, State and Federal authorities (as required)
    • Completed_____
    • Make It Easy For Donors To Get Quick Answers To Questions
    • Completed_____
    • Make Sure Your Website Uses Encryption Technology Wherever You Request Sensitive or Confidential Information
    • Completed_____
  • 14. Are You Ready?
    • Provide Multiple Opportunities and Methods For Gifts To Be Made Both Online and Offline.
    • Completed_____
    • Post a Comprehensive Privacy Policy
    • Completed_____
    • Advancement/marketing plans are integrated with online & offline activities
    • Completed_____
    • Are your online activities going directly into your database?
    • Completed_____
  • 15. The Basics
    • There are almost as many strategies as there are nonprofits, however to get started…
    • Establish an informative website (Content)
    • Collect Email addresses
    • Communicate with those who opt in
    • Offer the option of online giving (encrypted)
    • Give, Get, Do – online
    • Comply with regulations and laws
    • Understand privacy and security issues
    • Read, learn, test, adapt….
    This leads to…
  • 16. The Key to Grabbing Technology…
    • Relationship Building
    • +
    • Internet Presence
    • =
    • Successful Online Community
    • & A World Class Campus Ministry
  • 17. Creating an Effective Web Site
  • 18. Power Of Your Web Site More than 50% said that they would NOT have taken further action if they had not first visited charity Web site Toward e-engagement Nonprofits and Individuals Engaging Online – Kellogg Foundation
  • 19. Engaging Websites
    • What to do you expect when you visit a website?
    • What makes them “work” for you?
  • 20.  
  • 21.  
  • 22.  
  • 23.  
  • 24.  
  • 25. An Effective Site
    • Provides information or solves a problem
        • Don’t make users struggle to find information
    • Easy to use
      • Consistent layout throughout
      • Clear type, navigation & links
      • Concise instructions for online giving
    • Consistent with brand
    • Always Current
    • Integrated with all Communications Strategies
  • 26. You Have A Website…
    • Now… How will they find you?
    • Search Engines (85% use them!)
    • Tell them!
      • Letterhead
      • Pledge Cards
      • Newsletters
      • Business Cards
      • Email Signatures
  • 27. Once They Found You…
    • What do they do?
    • Can they get something?
    • Can they do something?
    • Can they give something?
    • Your goal – to get something from them!
  • 28. Can They Get Something?
    • Information
    • Documents
    • Devotionals
    • Member Lists
    • Event Details
    • WHAT ELSE????
    • Calendars
    • Newsletters
    • Podcasts/Blogs
    • Stewardship Information
    83% of Internet users expect to find product information on the Internet - Pew Internet Project
  • 29. Can They Do Something?
    • Register for an event, retreat or mission trip
    • Join – Become a member
    • Update their information
    • Watch a video or download a podcast
    • Purchase cool campus ministry merchandise
    • Donate online
    • What else?
  • 30. Can They Give Something?
    • Time – Volunteer for a ministry
    • Goods (in kind gifts)
    • Money
  • 31. An Overall Strategy Sign Up For Newsletter Multiple Ways To Support & Get Involved Donate Now
  • 32. Get, Give, Do Do! Get! Give!
  • 33. Gathering Information
  • 34. Why do Ministry Websites Fail? " Why Web Sites Fail and What To Do About It “ by Michael C. Gilbert
  • 35. Secrets to Success
    • Eyes move across the top left to right & then down the left side
      • 10 o'clock position is prime - Eyes hesitate at 5 o'clock.
    • The most common problem: unreadable type
    • Determine the main message & create a button in active form
    • Make every question relevant. Every question you ask lowers the conversion rate, so make them count.
    • Layout tweaks can make a significant difference in the result
  • 36. Databases & Integration
  • 37. Keep it Simple Prospect Website Gather Information Use Email Database
  • 38.  
  • 39.  
  • 40.  
  • 41.
    • Your database can even be with you and usable anytime & anywhere!
  • 42. Analysis
    • How are gifts designated?
    • Who are your top donors?
    • Who are your top prospects?
    • How many new donors do you have?
    • How many donors increase/decrease giving?
    • How many donors are lapsing?
  • 43. How are gifts designated?
  • 44. How many new, increasing, decreasing, lapsed…?
  • 45. How many new, increasing, decreasing, lapsed…?
  • 46. Benchmarking - What is it?
    • Reports that let you compare your fundraising activities and results to other nonprofit organizations!
      • Filter the data to match your results to organizations that are similar to you in type, size and location. 
    • Benchmark Reporting module is designed to gather aggregate statistics from a large number of participating eTapestry/FEP customer databases.
      • The data is then displayed side-by-side with the same statistics from your own database, giving you a comparison between your organization and other nonprofits.
    • Having access to this data will allow you to see where your strengths and weaknesses lie in comparison to similar groups.
      • supports growth-oriented strategic planning and budgeting for your fundraising programs, enabling you to raise more money!
  • 47. Benchmark Giving Trends & Comparisons
    • We are losing current donors, not focusing enough of our stewardship time on lapsed donors, and spending more money to acquire donors
  • 48. Member Loyalty
    • Your ability to fund your mission is dependent on the generosity of donors. However, the loyalty of donors is what allows you to sustain, plan, and expand your mission. Do you know if your donors are “loyal” to your organization?
    • Can provide a scientific measurement of individual donor loyalty, which provides accurate insight into future donor behavior.
  • 49. Member Loyalty
  • 50. Integrated Tools
    • Grant Research
    • Matching Gift Resources
    • Planned Gift Calculators
    • Prospect Research
    • Online Giving
    • Website Integration
  • 51. Grant Research
  • 52. Matching Gifts
  • 53. Planned Gift Calculators
  • 54. Prospect Research
  • 55. It is Safe to Say
    • Communications build strong Relationships
    • Tithing & Giving is still based upon Relationships
    • The Internet expands our opportunity for Communications
    • Technology is & will be part of any non profit organization
    • Technology comes in many forms
    • Usage levels the “playing field”
    • Increased success with technology (more with less!)
    • Online/offline strategies must be coordinated
    • Expand giving by building stronger relationships
    • It’s not just for kids anymore
    • It’s used by the educated & engaged
    • Used for more than media downloads & fantasy football
    • The Internet is used by your constituents…or someone else's
  • 56. Take Your Community Online!
    • To establish a strong foundation for growth & effectiveness, you must be able to attract and engage members, build meaningful relationships, increase involvement & encourage ongoing support.
    • Build a more effective ministry
    • Increase outreach
    • Nurture and cultivate member relationships, and
    • Decrease communication costs while streamlining administrative processes.
  • 57. Favorite Online Resources
    • www.idealware.org
    • www.ephilanthropy.com
    • www.firstgiving.com
    • www.etapestry.com
    • www.convio.com
    • www.techsoup.com
    • www.guidestar.org
    • www.myspace.com
    • www.charitablegift.org/planning_evaluate_financials_form990.shtml
    • http://ephilanthropy.org/GNRC
    • www.ministryventures.org
  • 58. Questions
  • 59. Thanks!
    • Pam Dechert, CFRE, ePMT
    • eTapestry
    • www.etapestry.com
    • [email_address]
    • 317.336.3895
    • Laurie Kish
    • Petrus Development
    • www.petrusdevelopment.com
    • [email_address]
    • 512.263.9919