Blue Strike Webinar: Five Simple Ways to Upgrade Your Donors July 29, 2014
FIVE SIMPLE WAYS TO UPGRADE
YOUR DONORS
Join th...
Five Simple
Ways to
Upgrade Your
Donors
BLUE STRIKE
In this session, we will talk about
techniques to increase giving among
your current donors. The five techniques
were chos...
This is a 45-minute webinar to help organizations
upgrade giving among current donors.
It has been developed for organiz...
INSPIRING
SUPPORT FOR
CIVIC
ENGAGEMENT
BLUE
STRIKE
Blue Strike Webinar: Five Simple Ways to Upgrade Your Donors July 29, 2014
WORKING FRAMEWORK
Three parts to an individual ...
Blue Strike Webinar: Five Simple Ways to Upgrade
Your Donors July 29, 2014
DEEPENING THE BASE
 Deepening the base (upgrad...
Blue Strike Webinar: Five Simple Ways to Upgrade
Your Donors July 29, 2014
WE MAY FACE . . .
 Resistance about “going bac...
Ask for an
annual
increase or
more than
one gift?
STEP 1: FIVE
UPGRADE
TECHNIQUES
Blue Strike Webinar: Five Simple Ways to Upgrade Your Donors July 29, 2014
30-SECOND LOOK AT FIVE OPTIONS
1. Conditional a...
Blue Strike Webinar: Five Simple Ways to Upgrade Your Donors July 29, 2014
1. CONDITIONAL ASK STRING
Ask for an incrementa...
Blue Strike Webinar: Five Simple Ways to Upgrade Your Donors July 29, 2014
1. CONDITIONAL ASK STRING
SUCCESS & OBSTACLES
C...
Blue Strike Webinar: Five Simple Ways to Upgrade Your Donors July 29, 2014
2. MATCHING OPPORTUNITIES
Announce a special ef...
Reach out to
former board
members,
long-time
donors and
others who can
help put the
match in
motion.
Blue Strike Webinar: ...
Blue Strike Webinar: Five Simple Ways to Upgrade Your Donors July 29, 2014
2. MATCHING OPPORTUNITIES –
SUCCESS & OBSTACLES...
Use recognition as
an incentive to
increase giving.
Use giving levels
such as platinum,
gold, silver and
bronze.
Blue Stri...
Blue Strike Webinar: Five Simple Ways to Upgrade Your Donors July 29, 2014
3. LIST AND RECOGNITION LEVELS
SUCCESS & OBSTAC...
The donor’s “first
gift” is an annual
contribution. The
second gift would
be for a special
event, a program-
restricted gi...
Blue Strike Webinar: Five Simple Ways to Upgrade Your Donors July 29, 2014
4. SECOND GIFT APPROACHES
SUCCESS & OBSTACLES
C...
Monthly or
quarterly
contributions of
small gifts to add
up to larger overall
contribution.
Blue Strike Webinar: Five Simp...
Blue Strike Webinar: Five Simple Ways to Upgrade Your Donors July 29, 2014
5. SUSTAINER PROGRAMS
SUCCESS & OBSTACLES
Condi...
Resources
Research
Articles
ADDITIONAL
RESOURCES
INSPIRING
SUPPORT FOR
CIVIC
ENGAGEMENT
BLUE
STRIKE
Five Simple Ways to Upgrade Your Donors
Tuesday, July 29, 2014 at 01:15 PM
Benchmark Studies: Which ones are most
relevant...
Raising Money for Advocacy: How it's
different
Tuesday, October 28, 2014 at 01:15 PM
Major Donor Fundraising
Tuesday, Nove...
Thank you for
participating today!
From Mary Dillon Kerwin
President of Blue Strike
Check out our other slide shows at
htt...
THANK YOU!
Blue Strike Webinar: Charity Watchdogs: Managing Your Organization's Profile and Rating - June 24, 2014
BLUESTR...
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Blue strike webinar five simple ways to upgrade your donors - july 29, 2014 final

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This webinar featured the top five easy-to-implement, low-cost techniques for getting more from your current donors: 1. conditional ask strings; 2. matching campaigns; 3. lists and recognition levels; 4. second-gift approaches and 5. sustaining gifts. Implementing just one of these will generate more dollars for your organization.

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Blue strike webinar five simple ways to upgrade your donors - july 29, 2014 final

  1. 1. Blue Strike Webinar: Five Simple Ways to Upgrade Your Donors July 29, 2014 FIVE SIMPLE WAYS TO UPGRADE YOUR DONORS Join the webinar online. Go to http://fuze.me/24675715 Enter the meeting number: 24675715 To join from a phone: +1-201-479-4595 Participants will be muted during the presentation to maintain good sound quality. If you have a comment or question raise your flag and you will be unmuted. Thanks and welcome to the webinar!
  2. 2. Five Simple Ways to Upgrade Your Donors BLUE STRIKE
  3. 3. In this session, we will talk about techniques to increase giving among your current donors. The five techniques were chosen because they can be adopted quickly using existing resources. AGENDA Blue Strike Webinar: Five Simple Ways to Upgrade Your Donors July 29, 2014
  4. 4. This is a 45-minute webinar to help organizations upgrade giving among current donors. It has been developed for organizations engaged in advocacy, civic engagement, policy work, and public interest law. The information and call to action are intended for fundraising staff and executive directors. WELCOME Blue Strike Webinar: Five Simple Ways to Upgrade Your Donors July 29, 2014
  5. 5. INSPIRING SUPPORT FOR CIVIC ENGAGEMENT BLUE STRIKE
  6. 6. Blue Strike Webinar: Five Simple Ways to Upgrade Your Donors July 29, 2014 WORKING FRAMEWORK Three parts to an individual giving program: 1. acquire new donors 2. recapture lapsed donors, and 3. renew & upgrade current donors. Focus on current donors. Why?
  7. 7. Blue Strike Webinar: Five Simple Ways to Upgrade Your Donors July 29, 2014 DEEPENING THE BASE  Deepening the base (upgrading current donors) will produce the best overall returns.  We take current donors for granted. It’s not as exciting as broadening the base (acquiring new donors).
  8. 8. Blue Strike Webinar: Five Simple Ways to Upgrade Your Donors July 29, 2014 WE MAY FACE . . .  Resistance about “going back” to same donors.  Skepticism about the potential for growth.  Lack of understanding about the upgrade strategies.
  9. 9. Ask for an annual increase or more than one gift? STEP 1: FIVE UPGRADE TECHNIQUES
  10. 10. Blue Strike Webinar: Five Simple Ways to Upgrade Your Donors July 29, 2014 30-SECOND LOOK AT FIVE OPTIONS 1. Conditional ask strings 2. Challenge/matching opportunities 3. List and recognition levels 4. Second-gift approaches 5. Sustainer program
  11. 11. Blue Strike Webinar: Five Simple Ways to Upgrade Your Donors July 29, 2014 1. CONDITIONAL ASK STRING Ask for an incremental increase based on previous giving, typically highest previous contribution (HPC). If HPC is $80, the ask string would be: _ $80 _$120 _ $160 _ $200 1 1.5 2 2.5
  12. 12. Blue Strike Webinar: Five Simple Ways to Upgrade Your Donors July 29, 2014 1. CONDITIONAL ASK STRING SUCCESS & OBSTACLES Conditions for Success:  Customized solicitation in every mode: online, mail, personal contact.  Consistent and careful application. Obstacles:  Getting all your systems in sync.
  13. 13. Blue Strike Webinar: Five Simple Ways to Upgrade Your Donors July 29, 2014 2. MATCHING OPPORTUNITIES Announce a special effort to help match x dollars from a donor or group of donors who have issued a challenge. Ask for additional gifts to help reach the goal. Year end, time limited challenges work especially well. Capitalizes on team dynamic.
  14. 14. Reach out to former board members, long-time donors and others who can help put the match in motion. Blue Strike Webinar: Five Simple Ways to Upgrade Your Donors July 29, 2014 SAMPLE EMAIL TO BUILD MATCH SUBJECT: Would you help with our challenge?‫‏‬ From: Mary Dillon Kerwin To: John Miller Date: 11/01/13 Dear Mr. Miller: I am working with a handful of long-time members of Advocates in Action to create a year- end matching gift to help spur individual giving among our members. You have been such a generous, long-time supporter that I wanted to ask if you would consider joining the challenge. We have used this challenge-match campaign for the past two years to great success, raising more than $50,000 in the final few weeks of the year. The "challengers" simply let us know by email the maximum they would be willing to match before year end. If you would be willing to consider a gift of $1,000, or more, we would be very grateful. We will gather all pledges and issue a joint challenge to our members in mid- December. Once that match goal is reached, we will notify you so you may then send your contribution. (The idea is that the challenge gift is withheld until the match is met). Thank you for your long-time support and belief in our mission. Thank you for considering our request. If you have any questions, please let us know. Warm regards, Mary Dillon Kerwin marydillonkerwin@msn.com (703) 399-0855
  15. 15. Blue Strike Webinar: Five Simple Ways to Upgrade Your Donors July 29, 2014 2. MATCHING OPPORTUNITIES – SUCCESS & OBSTACLES Conditions for Success:  Tracking and reporting  Timing to avoid conflict with annual giving Obstacles:  No matching funds!
  16. 16. Use recognition as an incentive to increase giving. Use giving levels such as platinum, gold, silver and bronze. Blue Strike Webinar: Five Simple Ways to Upgrade Your Donors July 29, 2014 3. LIST AND RECOGNITION LEVELS
  17. 17. Blue Strike Webinar: Five Simple Ways to Upgrade Your Donors July 29, 2014 3. LIST AND RECOGNITION LEVELS SUCCESS & OBSTACLES Conditions for Success:  Need critical mass of donors at higher levels, willingness to be listed  Publication for recognition Obstacles:  Sensitivity about giving abilities.
  18. 18. The donor’s “first gift” is an annual contribution. The second gift would be for a special event, a program- restricted gift, honoraria, or gift to subsidiary. Blue Strike Webinar: Five Simple Ways to Upgrade Your Donors July 29, 2014 4. SECOND GIFT APPROACHES
  19. 19. Blue Strike Webinar: Five Simple Ways to Upgrade Your Donors July 29, 2014 4. SECOND GIFT APPROACHES SUCCESS & OBSTACLES Conditions for Success:  Need a variety of fundraising opportunities  Creative and flexible Obstacles:  We only solicit once a year.
  20. 20. Monthly or quarterly contributions of small gifts to add up to larger overall contribution. Blue Strike Webinar: Five Simple Ways to Upgrade Your Donors July 29, 2014 5. SUSTAINER PROGRAM
  21. 21. Blue Strike Webinar: Five Simple Ways to Upgrade Your Donors July 29, 2014 5. SUSTAINER PROGRAMS SUCCESS & OBSTACLES Conditions for Success:  Should be continuous  Careful of people falling through the cracks. Need system for checking on credit card expiration. Obstacles:  Selling the initial sign up.
  22. 22. Resources Research Articles ADDITIONAL RESOURCES
  23. 23. INSPIRING SUPPORT FOR CIVIC ENGAGEMENT BLUE STRIKE
  24. 24. Five Simple Ways to Upgrade Your Donors Tuesday, July 29, 2014 at 01:15 PM Benchmark Studies: Which ones are most relevant for advocacy groups? Tuesday, August 26, 2014 at 01:15 PM Year End Boot Camp Tuesday, September 30, 2014 at 01:15 PM UPCOMING BLUE STRIKE WEBINARS Blue Strike Webinar: Five Simple Ways to Upgrade Your Donors July 29, 2014
  25. 25. Raising Money for Advocacy: How it's different Tuesday, October 28, 2014 at 01:15 PM Major Donor Fundraising Tuesday, November 25, 2014 at 01:15 PM It's Almost New Year's Eve: Do you know where your donors are? Tuesday, December 30, 2014 at 01:15 PM MORE UPCOMING BLUE STRIKE WEBINARS Blue Strike Webinar: Five Simple Ways to Upgrade Your Donors July 29, 2014
  26. 26. Thank you for participating today! From Mary Dillon Kerwin President of Blue Strike Check out our other slide shows at http://www.bluestrike.org/resources Blue Strike Webinar: Five Simple Ways to Upgrade Your Donors July 29, 2014 BLUESTRIKE.ORG
  27. 27. THANK YOU! Blue Strike Webinar: Charity Watchdogs: Managing Your Organization's Profile and Rating - June 24, 2014 BLUESTRIKE.ORG

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