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Today’s Hashtag: 
#P2PForum 
www.peertopeerforum.com 
@P2PForum 
Connect with our Peer-to-Peer Professional 
Forum Group & Company Page 
P2PForum
February 24 & 25, 2015 
Orlando, Florida 
Visit our website for details. 
Registration opens in October!
The YMCA of Austin Case Study: 
Pairing Peer-to-Peer and Crowdfunding 
to Optimize Participation and Results 
3
Confidential document: Kimbia Inc. 2014 
Hi 
Miriam Kagan 
Senior Fundraising Principal 
Kimbia 
4 
Lauren McPhail 
Annual Campaign Manager 
YMCA of Austin
Crowdfunding Poll 
According to Forbes, what is the 
Confidential document: Kimbia Inc. 2014 
anticipated value of the 
worldwide crowdfunding market, 
including commercial side 
crowdfunding?
Why Crowdfund? 
• $1.5 billion opportunity: 
Forbes estimates $5 billion 
worldwide crowdfunding 
market, with 1/3 going to 
causes 
• New donors: upward of 
60% of campaign gifts 
come from new donors 
• Greater participation: 
motivates and excites your 
major donors and 
community 
Confidential document: Kimbia Inc. 2014
Crowdfunding vs. 
Confidential document: Kimbia Inc. 2014 
Peer2Peer 
Is there a fundamental difference?
Confidential document: Kimbia Inc. 2014 
YMCA of Austin 
• Mission of the YMCA of Austin is to put Christian 
Principles into practice through programs that build 
healthy spirit, mind and body for all. 
• We’re for Youth Development, Healthy Living, and 
Social Responsibility. 
• Began in 1953; Eight YMCA branches serving over 
170,000 members and program participants annually. 
Supported by 1,200 volunteers and 4,000 individual 
donors. 
• Provide $2.1 million in financial assistance annually to 
37,000 men, women and children to enable them to 
participate in our programs.
Confidential document: Kimbia Inc. 2014 
9 
Omni-Channel FundraisingTM Solutions
YMCA E-Campaigner 
• Crowdfunding element of Annual 
Fund campaign 
• Recruits and encourages 
campaigners to raise money for 
the Annual Fund goal 
Confidential document: Kimbia Inc. 2014
YMCA E-Campaigner 
In 2014: 
•1.2 million impressions 
•1,100 clicks 
•24% Giving Online 
Confidential document: Kimbia Inc. 2014
Confidential document: Kimbia Inc. 2014
Model for Success 
Confidential document: Kimbia Inc. 2014
Model for Success 
Confidential document: Kimbia Inc. 2014
Confidential document: Kimbia Inc. 2014 
Planning 
• Create a project plan 
• Define your target fundraising 
audience 
• Craft a compelling value 
proposition 
• Implement strategic promotion 
• Set explicit, measurable goals 
• Recruit online Ambassadors 
• Create an incentive structure 
• Customize messaging
Confidential document: Kimbia Inc. 2014 
Planning 
• Choose the right technology 
platform with key functionality: 
 Simple registration and 
donation 
 Personal fundraising tools 
 Stable and scalable 
 Real-time progress reporting 
 Social-sharing enabled 
 Navigable back end admin
Confidential document: Kimbia Inc. 2014 
Planning 
• Be clear about the 
crowdfunder upfront: 
the Crowdfunding Bill 
of Rights
Confidential document: Kimbia Inc. 2014 
Planning 
• Plenty of Lead Time 
• Do it as a team 
• Strategic and multi-channeled 
recruitment 
• Multiple training options 
• Tools available: present multiple 
times and multiple ways
Model for Success 
Confidential document: Kimbia Inc. 2014
Confidential document: Kimbia Inc. 2014 
Poll 
My organization has tools 
and plans in place to help 
fundraisers and 
crowdfunders raise money 
on our behalf
Confidential document: Kimbia Inc. 2014 
PRE-LAUNCH 
CAMPAIGN 
21
Pre-launch Campaign 
• SOCIAL MEDIA 
PHOTO CONTEST 
• PHYSICAL & 
VIRTUAL 
ENGAGEMENT 
22 
Confidential document: Kimbia Inc. 2014
Confidential document: Kimbia Inc. 2014 
User-Guide 
• Provide sample 
tweets and 
Facebook posts 
• Register returning 
advocates to 
encourage tool 
utilization 
• Stock advocacy 
center with 
campaign resources
Confidential document: Kimbia Inc. 2014 
Get Social
Model for Success 
Confidential document: Kimbia Inc. 2014
Confidential document: Kimbia Inc. 2014 
Momentum 
• Send regular campaign progress 
updates to participants 
• Call out great campaigners, 
creative ideas, and good stories 
• Draw social attention 
• Announce any big matches or 
prizes 
• Get visual: photos, videos, impact 
stories 
• Make it a game: think incentives, 
prizes, and competitive elements
Leverage Social Media to 
Amplify Buzz & Outreach 
• Combine planned social media 
posts with live updates 
• “Spread the word page” 
• Promote as a way for supporters 
to help make the campaign a 
success 
• Leverage Facebook and 
Twitter’s popularity 
• Use tracking codes to measure 
social media effectiveness 
Confidential document: Kimbia Inc. 2014
Confidential document: Kimbia Inc. 2014 
Continue the 
Momentum 
Weekly toolkit 
emailed with 
success 
stories, tips, 
advocate 
highlight, 
weekly focus, 
prizes, 
campaign 
progress
Model for Success 
Confidential document: Kimbia Inc. 2014
Confidential document: Kimbia Inc. 2014 
Poll 
True or False: 
Data should only be analyzed 
after the event or campaign 
has ended to learn what 
worked, plan for next year, 
etc?
Confidential document: Kimbia Inc. 2014
Confidential document: Kimbia Inc. 2014 
Continue the 
Momentum 
• Thank donors 
• Coordinate data integration 
• Develop campaign series to invite/ engage 
donors -- their connection is to the 
campaigner, not to you 
• Develop outreach for new major donors 
• Thank matching and achievement gift 
donors
Confidential document: Kimbia Inc. 2014 
Analyze Results 
• Plan measurement and analysis before the 
campaign and keep an eye on progress 
throughout 
 Adjust as needed 
• Use source codes and data integration to 
understand what and who drives results 
• Make plans for additions, adjustments for 
next year
Confidential document: Kimbia Inc. 2014 
Analyze Results 
• Analyze impact of matching and achievement 
gifts 
• Analyze impact of social media and traditional 
media promotions 
• Analyze impact by time of day
Confidential document: Kimbia Inc. 2014 
Q&A 
35
Pair Peer-to-Peer and Crowdfunding 
to Optimize Participation and Results 
Organizations running 7 of the 10 largest Single- 
Day Crowdfunding Events in history use Kimbia 
technology, including Give Local America (GLA), 
which raised $53,700,000 in a single day this past 
Confidential document: Kimbia Inc. 2014 
May. 
36
Confidential document: Kimbia Inc. 2014 
www.kimbia.com 
@kimbiainc 
Miriam@kimbia.com 
@miriamkagan 
37
Confidential document: Kimbia Inc. 2014 
Thank you! 
38

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The YMCA of Austin Case Study: Pairing Peer-to-Peer and Crowdfunding to Optimize Participation and Results

  • 1. Today’s Hashtag: #P2PForum www.peertopeerforum.com @P2PForum Connect with our Peer-to-Peer Professional Forum Group & Company Page P2PForum
  • 2. February 24 & 25, 2015 Orlando, Florida Visit our website for details. Registration opens in October!
  • 3. The YMCA of Austin Case Study: Pairing Peer-to-Peer and Crowdfunding to Optimize Participation and Results 3
  • 4. Confidential document: Kimbia Inc. 2014 Hi Miriam Kagan Senior Fundraising Principal Kimbia 4 Lauren McPhail Annual Campaign Manager YMCA of Austin
  • 5. Crowdfunding Poll According to Forbes, what is the Confidential document: Kimbia Inc. 2014 anticipated value of the worldwide crowdfunding market, including commercial side crowdfunding?
  • 6. Why Crowdfund? • $1.5 billion opportunity: Forbes estimates $5 billion worldwide crowdfunding market, with 1/3 going to causes • New donors: upward of 60% of campaign gifts come from new donors • Greater participation: motivates and excites your major donors and community Confidential document: Kimbia Inc. 2014
  • 7. Crowdfunding vs. Confidential document: Kimbia Inc. 2014 Peer2Peer Is there a fundamental difference?
  • 8. Confidential document: Kimbia Inc. 2014 YMCA of Austin • Mission of the YMCA of Austin is to put Christian Principles into practice through programs that build healthy spirit, mind and body for all. • We’re for Youth Development, Healthy Living, and Social Responsibility. • Began in 1953; Eight YMCA branches serving over 170,000 members and program participants annually. Supported by 1,200 volunteers and 4,000 individual donors. • Provide $2.1 million in financial assistance annually to 37,000 men, women and children to enable them to participate in our programs.
  • 9. Confidential document: Kimbia Inc. 2014 9 Omni-Channel FundraisingTM Solutions
  • 10. YMCA E-Campaigner • Crowdfunding element of Annual Fund campaign • Recruits and encourages campaigners to raise money for the Annual Fund goal Confidential document: Kimbia Inc. 2014
  • 11. YMCA E-Campaigner In 2014: •1.2 million impressions •1,100 clicks •24% Giving Online Confidential document: Kimbia Inc. 2014
  • 13. Model for Success Confidential document: Kimbia Inc. 2014
  • 14. Model for Success Confidential document: Kimbia Inc. 2014
  • 15. Confidential document: Kimbia Inc. 2014 Planning • Create a project plan • Define your target fundraising audience • Craft a compelling value proposition • Implement strategic promotion • Set explicit, measurable goals • Recruit online Ambassadors • Create an incentive structure • Customize messaging
  • 16. Confidential document: Kimbia Inc. 2014 Planning • Choose the right technology platform with key functionality:  Simple registration and donation  Personal fundraising tools  Stable and scalable  Real-time progress reporting  Social-sharing enabled  Navigable back end admin
  • 17. Confidential document: Kimbia Inc. 2014 Planning • Be clear about the crowdfunder upfront: the Crowdfunding Bill of Rights
  • 18. Confidential document: Kimbia Inc. 2014 Planning • Plenty of Lead Time • Do it as a team • Strategic and multi-channeled recruitment • Multiple training options • Tools available: present multiple times and multiple ways
  • 19. Model for Success Confidential document: Kimbia Inc. 2014
  • 20. Confidential document: Kimbia Inc. 2014 Poll My organization has tools and plans in place to help fundraisers and crowdfunders raise money on our behalf
  • 21. Confidential document: Kimbia Inc. 2014 PRE-LAUNCH CAMPAIGN 21
  • 22. Pre-launch Campaign • SOCIAL MEDIA PHOTO CONTEST • PHYSICAL & VIRTUAL ENGAGEMENT 22 Confidential document: Kimbia Inc. 2014
  • 23. Confidential document: Kimbia Inc. 2014 User-Guide • Provide sample tweets and Facebook posts • Register returning advocates to encourage tool utilization • Stock advocacy center with campaign resources
  • 24. Confidential document: Kimbia Inc. 2014 Get Social
  • 25. Model for Success Confidential document: Kimbia Inc. 2014
  • 26. Confidential document: Kimbia Inc. 2014 Momentum • Send regular campaign progress updates to participants • Call out great campaigners, creative ideas, and good stories • Draw social attention • Announce any big matches or prizes • Get visual: photos, videos, impact stories • Make it a game: think incentives, prizes, and competitive elements
  • 27. Leverage Social Media to Amplify Buzz & Outreach • Combine planned social media posts with live updates • “Spread the word page” • Promote as a way for supporters to help make the campaign a success • Leverage Facebook and Twitter’s popularity • Use tracking codes to measure social media effectiveness Confidential document: Kimbia Inc. 2014
  • 28. Confidential document: Kimbia Inc. 2014 Continue the Momentum Weekly toolkit emailed with success stories, tips, advocate highlight, weekly focus, prizes, campaign progress
  • 29. Model for Success Confidential document: Kimbia Inc. 2014
  • 30. Confidential document: Kimbia Inc. 2014 Poll True or False: Data should only be analyzed after the event or campaign has ended to learn what worked, plan for next year, etc?
  • 32. Confidential document: Kimbia Inc. 2014 Continue the Momentum • Thank donors • Coordinate data integration • Develop campaign series to invite/ engage donors -- their connection is to the campaigner, not to you • Develop outreach for new major donors • Thank matching and achievement gift donors
  • 33. Confidential document: Kimbia Inc. 2014 Analyze Results • Plan measurement and analysis before the campaign and keep an eye on progress throughout  Adjust as needed • Use source codes and data integration to understand what and who drives results • Make plans for additions, adjustments for next year
  • 34. Confidential document: Kimbia Inc. 2014 Analyze Results • Analyze impact of matching and achievement gifts • Analyze impact of social media and traditional media promotions • Analyze impact by time of day
  • 35. Confidential document: Kimbia Inc. 2014 Q&A 35
  • 36. Pair Peer-to-Peer and Crowdfunding to Optimize Participation and Results Organizations running 7 of the 10 largest Single- Day Crowdfunding Events in history use Kimbia technology, including Give Local America (GLA), which raised $53,700,000 in a single day this past Confidential document: Kimbia Inc. 2014 May. 36
  • 37. Confidential document: Kimbia Inc. 2014 www.kimbia.com @kimbiainc Miriam@kimbia.com @miriamkagan 37
  • 38. Confidential document: Kimbia Inc. 2014 Thank you! 38

Editor's Notes

  1. it can be registration or sign up if it is just a P2P campaign without an event...
  2. Talk about offline and online results, saying thank you afterwords…showing totals and impact!