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My Profile
I hail from Baltimore and I'm huge Ravens fan. You could
probably say I'm football obsessed.
Besides football, I'm enjoying life in DC. Here are some
random things about myself.
• I’m a fundraiser, I work at Blackbaud and help non-profit
organizations increase revenue
• My glass is always half full. I'm an eternal optimist.
• I'm always up for a road trip, Graceland is awesome, it
should on everyone's must visit list. Next stop Dollywood.
• My sport of choice is running. I don't plan on winning
any races soon, but it's a good way to stay active.
Plus, after completing a long-distance race, you get a
medal. I'm in it for the medal!
• I prefer Miller Lite to Bud Light. Yes, I think there's a
difference!
• I love my blog… www.FriendsAskingAmy.com
Finding a Match
WHY FOCUS ON TEAM CAPTAINS?
Why Team Captains?
Participants by Participant Type
Team Captains

Team
Members

Individuals

• Amount
Raise: $761
• Number of
Gifts: 9
• Average Gift:
$83

• Amount
Raise: $111
• Number of
Gifts: 2.79
• Average Gift:
$40

• Amount
Raise: $111
• Number of
Gifts: 2.99
• Average Gift:
$37
HOW DO I FIND THE RIGHT TEAM
LEADERS?
Rule 1: Become best friends with
choose column

REPORTS
Rule 2: You’re not expected to be
everything to everybody

Fair, but not
equal
Rule 2a: Timing is Everything
• When did they sign up?
–
–
–
–
–

6-9 months in advance
3-6 months
1-3 months
1 month
1 week

• Who is signing up?
– Past team captains
– New team captains?

• Speak to team captains differently
– For example:
• If they sign up 6 months in advance you’ll want to connect with them and
see if they’re interested in hosting a team wrap around event
• If they sign up 1 month before the event, probably want to focus more on
online fundraising
Rule 2b: Are they into you?
• What did they do when they
signed up?
– Did they say “YES” – I will
fundraise to fight Arthritis!
– Did they create their own
fundraising goal?
– Did they make an additional
donation?

• What does it mean when they
answer these questions?
Rule 2c: Are they still into you?
• What are they doing?
–
–
–
–
–
–
–

Sending emails from MyHQ
Facebook
Twitter
Updating Personal page
# of gifts
Last logged in
Are they reading your emails?
Rule 3: You need to leave your office
• Email is not a cultivation or relationship building strategy
• Building relationships will help in long run = growth and sustainability
• Which events break through -standout from others, which events
succeed?
– Top fundraising events have:
• active participants
• coached participants
• Engaged participants
Rule 3a: Let’s Talk Email
• Email is important
• It’s a way to disseminate information
• One word you need to know when talking email

SEGMENT
Rule 3a: Let’s Talk Email, why segment?
Top Fundraisers
• Special line of
communication
recognizing their status
is ideal
• Recognize their role in
the event’s success
• Recognize how they
inspire others to be
successful with their
fundraising efforts

No $$ raised
(AKA “warm bodies”)

The middle tier… raising
something

• Let them know that
they’re supposed to
raise money
• Spell it out - Tell them
how to use the tools
• Create an email
campaign for $0
• Decided what’s your
acceptable loss

• This is where the real
potential lies!
• They’re already
fundraising…how can
you move them to the
“top tier”?
• Let them know about
important
milestones, fundraising
levels
• Let them know they
can compete with the
top fundraisers
How can Blackbaud Sphere help improve
my email communications?
Event Email Templates:
• Create an email
campaign for team
leaders –
recruitment or
fundraising/
team support
• Single one time
email or recurring
email
How do I get started?
1st - Check out the emails created by the National team!
They’re a great starting point.
A little email campaign inspiration
Event Email Templates:
• To help you get
started Blackbaud
has included a few
sample email
campaigns
Sample Campaigns
• Percentage to
fundraising goal
emails
• Welcome kit
• Recruitment
messages – single
mailings
Available Merge Fields
Event Info
•
Event Display Name
•
Event Goal
•
Total Donations Raised
•
Event Date
•
Event Location
•
Event Address 1 & 2
•
Event City
•
Event County
•
Event Contact Name
•
Event Contact Phone
•
Event Contact Email
•
Number of sign ups
•
Sign up Goal
•
Username

Hyperlinks
•
Hyper Link to Donate Page
•
Hyper Link to Event Home Page
•
Hyper Link to Login Page
•
Hyper Link to Register Page
•
Hyper Link to Participant Personal Page
Team
•
Team Name
•
Team Fundraising Goal
•
Team Member Recruitment Goal
•
Number of Team Members Recruited
•
Total Donation Raised by Team
•
Total Donation Raised by Team + Reg Fee
Participant
•
Total Donation + Reg Fee
•
Fundraising Goal for donations raised
Hey Colleen:
What was your Arthritis Foundation
dating experience like?
Rule 4: Attend your team captain’s events
• When you attend their team’s:
–
–
–
–

Restaurant night
Car wash
Bake Sale
Or, stop by their office on
jean’s day

• You are sending a message that
your team captain’s are
important and that you care
Rule 5: Ask them out again
• Challenge: Very few team captains
attend our Kick Off.
• How do you over come this? Refer
to Rule 4: attend their events
• Continue to invite them to events;
don’t cross them off your list:
– They may not be able to commit at
the moment, but will appreciate
the invite
Rule 6: Always say thank you
• Stand out by going old school:
– Send a card
– Make a phone call
– Host a thank you party

• Showcase your participants on
your event site
– It’s a way to recognize their
hard work and inspire others

• What are you doing to say
thank you?
Rule 7: Just because your event is
complete doesn’t mean your relationship
has ended
• Continue communication
• Invite team captains to
other events
• Ask them to be on your
committee
• Send them educational &
program information
• Your entire relationship doesn’t
have to be about fundraising
Questions

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Team Leaders and dating, really... yes really

  • 1.
  • 2. My Profile I hail from Baltimore and I'm huge Ravens fan. You could probably say I'm football obsessed. Besides football, I'm enjoying life in DC. Here are some random things about myself. • I’m a fundraiser, I work at Blackbaud and help non-profit organizations increase revenue • My glass is always half full. I'm an eternal optimist. • I'm always up for a road trip, Graceland is awesome, it should on everyone's must visit list. Next stop Dollywood. • My sport of choice is running. I don't plan on winning any races soon, but it's a good way to stay active. Plus, after completing a long-distance race, you get a medal. I'm in it for the medal! • I prefer Miller Lite to Bud Light. Yes, I think there's a difference! • I love my blog… www.FriendsAskingAmy.com
  • 4. WHY FOCUS ON TEAM CAPTAINS?
  • 6. Participants by Participant Type Team Captains Team Members Individuals • Amount Raise: $761 • Number of Gifts: 9 • Average Gift: $83 • Amount Raise: $111 • Number of Gifts: 2.79 • Average Gift: $40 • Amount Raise: $111 • Number of Gifts: 2.99 • Average Gift: $37
  • 7. HOW DO I FIND THE RIGHT TEAM LEADERS?
  • 8. Rule 1: Become best friends with choose column REPORTS
  • 9. Rule 2: You’re not expected to be everything to everybody Fair, but not equal
  • 10. Rule 2a: Timing is Everything • When did they sign up? – – – – – 6-9 months in advance 3-6 months 1-3 months 1 month 1 week • Who is signing up? – Past team captains – New team captains? • Speak to team captains differently – For example: • If they sign up 6 months in advance you’ll want to connect with them and see if they’re interested in hosting a team wrap around event • If they sign up 1 month before the event, probably want to focus more on online fundraising
  • 11. Rule 2b: Are they into you? • What did they do when they signed up? – Did they say “YES” – I will fundraise to fight Arthritis! – Did they create their own fundraising goal? – Did they make an additional donation? • What does it mean when they answer these questions?
  • 12. Rule 2c: Are they still into you? • What are they doing? – – – – – – – Sending emails from MyHQ Facebook Twitter Updating Personal page # of gifts Last logged in Are they reading your emails?
  • 13. Rule 3: You need to leave your office • Email is not a cultivation or relationship building strategy • Building relationships will help in long run = growth and sustainability • Which events break through -standout from others, which events succeed? – Top fundraising events have: • active participants • coached participants • Engaged participants
  • 14. Rule 3a: Let’s Talk Email • Email is important • It’s a way to disseminate information • One word you need to know when talking email SEGMENT
  • 15. Rule 3a: Let’s Talk Email, why segment? Top Fundraisers • Special line of communication recognizing their status is ideal • Recognize their role in the event’s success • Recognize how they inspire others to be successful with their fundraising efforts No $$ raised (AKA “warm bodies”) The middle tier… raising something • Let them know that they’re supposed to raise money • Spell it out - Tell them how to use the tools • Create an email campaign for $0 • Decided what’s your acceptable loss • This is where the real potential lies! • They’re already fundraising…how can you move them to the “top tier”? • Let them know about important milestones, fundraising levels • Let them know they can compete with the top fundraisers
  • 16. How can Blackbaud Sphere help improve my email communications? Event Email Templates: • Create an email campaign for team leaders – recruitment or fundraising/ team support • Single one time email or recurring email
  • 17. How do I get started? 1st - Check out the emails created by the National team! They’re a great starting point.
  • 18. A little email campaign inspiration Event Email Templates: • To help you get started Blackbaud has included a few sample email campaigns Sample Campaigns • Percentage to fundraising goal emails • Welcome kit • Recruitment messages – single mailings
  • 19. Available Merge Fields Event Info • Event Display Name • Event Goal • Total Donations Raised • Event Date • Event Location • Event Address 1 & 2 • Event City • Event County • Event Contact Name • Event Contact Phone • Event Contact Email • Number of sign ups • Sign up Goal • Username Hyperlinks • Hyper Link to Donate Page • Hyper Link to Event Home Page • Hyper Link to Login Page • Hyper Link to Register Page • Hyper Link to Participant Personal Page Team • Team Name • Team Fundraising Goal • Team Member Recruitment Goal • Number of Team Members Recruited • Total Donation Raised by Team • Total Donation Raised by Team + Reg Fee Participant • Total Donation + Reg Fee • Fundraising Goal for donations raised
  • 20. Hey Colleen: What was your Arthritis Foundation dating experience like?
  • 21. Rule 4: Attend your team captain’s events • When you attend their team’s: – – – – Restaurant night Car wash Bake Sale Or, stop by their office on jean’s day • You are sending a message that your team captain’s are important and that you care
  • 22. Rule 5: Ask them out again • Challenge: Very few team captains attend our Kick Off. • How do you over come this? Refer to Rule 4: attend their events • Continue to invite them to events; don’t cross them off your list: – They may not be able to commit at the moment, but will appreciate the invite
  • 23. Rule 6: Always say thank you • Stand out by going old school: – Send a card – Make a phone call – Host a thank you party • Showcase your participants on your event site – It’s a way to recognize their hard work and inspire others • What are you doing to say thank you?
  • 24. Rule 7: Just because your event is complete doesn’t mean your relationship has ended • Continue communication • Invite team captains to other events • Ask them to be on your committee • Send them educational & program information • Your entire relationship doesn’t have to be about fundraising

Editor's Notes

  1. When do sign up? Every month don’t need everyone
  2. Colleen remind us people are busy. No isn’t no forever, I just can’t right now
  3. Colleen story – team tents / vips
  4. Colleen story – 1st entrance to AFCamp story – thank you emails