8 Breakthrough Strategies--AFP Baltimore 5/11/09

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  • 8 Breakthrough Strategies--AFP Baltimore 5/11/09

    1. 1. Katie Rucker Account Executive 8 Breakthrough Strategies for the Next Decade of Fund Raising: An Executive Briefing
    2. 2. Agenda <ul><li>Pure Fund Raising Tools </li></ul><ul><ul><li>Matching Gifts </li></ul></ul><ul><ul><li>Recurring Gifts </li></ul></ul><ul><ul><li>For Impact Report </li></ul></ul><ul><ul><li>Segmentation </li></ul></ul><ul><li>Relationship Building Tools </li></ul><ul><ul><li>CRM </li></ul></ul><ul><ul><li>Email </li></ul></ul>
    3. 3. Agenda (cont.) <ul><li>Relationship Building Tools (cont) </li></ul><ul><ul><li>Web 2.0 </li></ul></ul><ul><li>Benchmark Reporting </li></ul><ul><li>Donor Loyalty </li></ul><ul><li>Community Building (Donor Login) </li></ul><ul><li>Web Site Optimization </li></ul><ul><li>Research/Analytics </li></ul><ul><li>API (Interface to the world outside) </li></ul>
    4. 4. The Rules Still Apply (It’s all about relationships… not technology)
    5. 5. <ul><li>Know the Difference </li></ul>It is Now a New World
    6. 6. 1. Pure Fundraising Tools: Matching Gifts <ul><li>Quite Simply a Doubling of Donation Amounts! </li></ul><ul><li>Most Often Money that Falls Through the Cracks </li></ul><ul><li>Relationships, Relationships, Relationships </li></ul><ul><li>Again Leveraging Your Technology Investment </li></ul>
    7. 7. 1. Pure Fundraising Tools: Matching Gifts
    8. 8. 1. Pure Fundraising Tools: Matching Gifts
    9. 9. 1. Pure Fundraising Tools: Recurring Gifts <ul><li>The Foundation of many Fundraising Programs </li></ul><ul><li>Key in ePhilanthropy Transactions </li></ul><ul><li>Constituents become Investors rather than Donors </li></ul><ul><li>Technology makes it Easy </li></ul>
    10. 10. 1. Pure Fundraising Tools: Recurring Gifts
    11. 11. Recurring Gifts via eCommerce
    12. 12. <ul><li>Based Upon Proven Results </li></ul><ul><li>So Simple Yet So Powerful </li></ul><ul><li>A Report that Anyone and Everyone can use </li></ul>1. Pure Fundraising Tools: For Impact Report
    13. 13. <ul><li>Capacity to Give Score </li></ul><ul><li>Relationship to Your Organization Score </li></ul><ul><li>Timing Score </li></ul><ul><li>Past Giving to Your Organization Score </li></ul><ul><li>Past Philanthropic Giving Score </li></ul>1. Pure Fundraising Tools: For Impact Report
    14. 14. 1. Pure Fundraising Tools: For Impact Report
    15. 15. 1. Pure Fundraising Tools: For Impact Report
    16. 16. <ul><li>Personalize Everything You Can </li></ul><ul><li>Let Technology do the Work for You </li></ul><ul><li>Queries can be Intuitive and Easy </li></ul><ul><li>Think with Building Blocks and Logic </li></ul>1. Pure Fundraising Tools: Segmentation
    17. 17. 1. Pure Fundraising Tools: Segmentation
    18. 18. 1. Pure Fundraising Tools: Segmentation
    19. 19. 1. Pure Fundraising Tools: Segmentation
    20. 20. <ul><li>Strong Relationships are from Knowing Important Details, Hopes and Dreams </li></ul><ul><li>Easily Supplement your Memory </li></ul><ul><li>Only Works if Used Daily (and in one place) by All </li></ul><ul><li>A Remarkable “Secret Weapon” for Fund Raising </li></ul>2. Relationship Building: Constituent Relationship Management (CRM)
    21. 21. 2. Relationship Building: Constituent Relationship Management (CRM)
    22. 22. 2. Relationship Building: Constituent Relationship Management (CRM)
    23. 23. 2. Relationship Building: Constituent Relationship Management (CRM)
    24. 24. <ul><li>The Foundation of the Communications Revolution </li></ul><ul><li>Expected by EVERY Generation Now </li></ul><ul><li>Use Properly or the Results are Worse than not </li></ul><ul><li>A Fraction of the Cost of Other Forms of Communication </li></ul>2. Relationship Building: eMail
    25. 25. 2. Relationship Building: eMail <ul><li>60% of those 50-64 year olds, and 32% of those 65+ use the internet </li></ul><ul><ul><li>22% of 65+ crowd was online in 2004 </li></ul></ul><ul><ul><li>15% in 2000 </li></ul></ul><ul><ul><li>(Source: Pew Internet, Feb-Mar 2007) </li></ul></ul><ul><li>17 Million internet users aged 62+ </li></ul><ul><ul><li>Spending an average of 44 minutes online each day </li></ul></ul><ul><ul><li>Those online are better educated & have higher incomes </li></ul></ul><ul><ul><li>Those online spend 70% more each month than those offline </li></ul></ul><ul><ul><li>(Source: Pew Internet, April 2008) </li></ul></ul><ul><li>**If you think the 66% of baby boomers that are online now are going to give up the internet when they turn 65, think again! </li></ul>SENIORS ONLINE
    26. 26. 2. Relationship Building: eMail
    27. 27. 2. Relationship Building: eMail
    28. 28. 2. Relationship Building: eMail
    29. 29. Key Functions: Deliverability: Fulltime staff 24/7 monitoring blacklists, spam filtering and ISP standards Horsepower: Up to 300,000 emails per hour via a scheduler Spam analysis tools WYSIWYG editor 2. Relationship Building: eMail
    30. 30. Web 1.0 vs. Web 2.0 Web 1.0 refers to first generation Web-based content that was typically one-way static communication. Web 2.0 refers to second generation Web-based services that emphasizes two-way online collaboration and sharing among users. 2. Relationship Building: Web 2.0
    31. 31. 2. Relationship Building: Web 2.0
    32. 32. Source: The Wall St. Journal , 2006 2. Relationship Building: Web 2.0 – Online Video Use
    33. 33. 2. Relationship Building: Web 2.0
    34. 34. 1,313 Friends 12,309 Friends 18,047 Friends 25,037 Friends 2. Relationship Building: Web 2.0 – Social Networking
    35. 35. 2. Relationship Building: Web 2.0 - Widgets
    36. 36. 2. Relationship Building Web 2.0- Twitter
    37. 37.   2. Relationship Building: Web 2.0 - Podcasts
    38. 38. 2. Relationship Building: Web 2.0 – Message Boards
    39. 39. Peer Fundraising Online 2. Relationship Building: Web 2.0 – Personal Fundraising Pages
    40. 40. <ul><li>Average volunteer sends over 30 emails </li></ul><ul><li>One in four emails sent by a volunteer results in a donation </li></ul><ul><li>Average online event gift is $59 which is a 50% increase over the average off-line gift </li></ul><ul><li>Many volunteers reach their stated FR Goal! </li></ul>2. Relationship Building: Web 2.0 – Personal Event Fundraising Results:
    41. 41. 3. Benchmark Reporting <ul><li>Direct Comparisons are Powerful </li></ul><ul><li>Accurate Data from Thousands of Non-Profits </li></ul><ul><li>Ability to Isolate Peer Groups </li></ul><ul><li>Focus Your Team on Areas with the Greatest Impact </li></ul>
    42. 42. 3. Benchmark Reporting Giving Dynamics Report
    43. 43. 3. Benchmark Reporting Benchmark Status Report
    44. 44. 3. Benchmark Reporting Benchmark Comparison Report
    45. 45. 4. Donor Loyalty <ul><li>Why Measure? </li></ul><ul><li>More NP’s Equal More Competition </li></ul><ul><li>Appropriate Donor Strategy is Easier </li></ul><ul><li>Donors Expect More </li></ul><ul><li>Everyone Loves to Provide Their Opinion </li></ul>
    46. 46. 4. Donor Loyalty
    47. 47. 4. Donor Loyalty 8 donors are at risk Representing $.21 million 27 donors are secure Representing $.86 million 11 donors are trapped Representing $.21 million 16% 16% 0% 67% 57% 2% 17% 23% n = 1 n = 27 n = 11 n = 8 n =55 accounts
    48. 48. 4. Donor Loyalty <ul><li>Retaining Current Donors is Job # 1 </li></ul><ul><li>Knowing Where to Focus is Essential </li></ul><ul><li>Avoidance of Lapsed Donors is Huge </li></ul><ul><li>“ Keep your Friends Close” </li></ul>
    49. 49. 5. Community Building Donor Login <ul><li>Like it or Not You are Now Open 24/7 </li></ul><ul><li>Community Involvement Creates Web Site Stickiness! </li></ul><ul><li>Your Mission Communication is Enhanced </li></ul><ul><li>Constituent Bonding is Stronger </li></ul>
    50. 50. 5. Community Building Donor Login
    51. 51. 5. Community Building Donor Login
    52. 52. <ul><li>Both are Masters of Multi-Channel Marketing! </li></ul>6. Web Site Optimization Be Like Martha or Oprah
    53. 55. 6. Web Site Optimization: Before and After
    54. 56. 6. Web Site Optimization: Needle in a Needle Stack
    55. 57. <ul><li>Mention Benefits & Ease Of Online Contributions </li></ul>6. Web Site Optimization: Integrate on and off line appeals
    56. 58. 6. Web Site Optimization: Keeping it Simple Advanced Email Database Ecommerce Website
    57. 59. 7. Research/Analytics <ul><li>Knowledge of your donors is the Key to Success </li></ul><ul><li>Data MUST be Accurate to be Useful </li></ul><ul><li>Saving Time Allows the Data to be Used (get out and ASK!) </li></ul><ul><li>Database Integration and Updating Makes the Process much Easier </li></ul>
    58. 65. 8. API (Interface to the World) <ul><li>Imagine a Phone without any Outside Connections </li></ul><ul><li>Allows Integration to the Fullest </li></ul><ul><li>Reduces or Eliminates Errors in Data Handling </li></ul><ul><li>Your Technology ROI Increases Dramatically! </li></ul>
    59. 66. 8. Application Program Interface (API): Connect to the World
    60. 67. Thank you! Katie Rucker Account Executive [email_address]

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