Slides from November 2, 2023 TechSoup Webinar "Mastering GivingTuesday and Year-End Fundraising" with CauseVox: https://events.techsoup.org/events/details/techsoup-techsoup-events-and-webinars-presents-mastering-givingtuesday-and-year-end-fundraising/

1. In one word, describe how
you feel about year-end
fundraising.
Pre-Webinar Question!

2. Mastering GivingTuesday and
Year-End Fundraising
TECHSOUP WEBINAR

3. Today’s Speakers
Welcome to the session!
Rob Wu
CEO + Founder
CauseVox
Jenna Notarfrancesco
Account Executive
CauseVox

4. Intros
Mastering GivingTuesday & Year-End
Fundraising Toolkit Walkthrough
Q&A
Session Agenda
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5. Webinar Prizes!
• Most Engaged Attendee
• Best Fundraising Idea

6. CauseVox modernizes
your fundraising
Run donation pages, mobile wallets, campaign sites,
ticketing, and peer to peer fundraising all in one place.
BEST-IN-CLASS ONLINE FUNDRAISING
One-on-one support for all users, with real
people that care about your success.
HANDS-ON SUPPORT
Guides, templates, webinars, and courses that
our audience of 100k nonprofit pros rave about.
TOP RATED FUNDRAISING EDUCATION

7. Unlock modern
fundraising
Traditional fundraising software lags
behind today's donor. CauseVox
embrace’s your donor’s preferences.
Branded donation pages
Fully customizable campaign sites
Automated recurring and pledge donations
Integrated event ticketing forms.
Easy peer to peer fundraising

8. Register for an On-Demand Demo
ACTION ITEM
https://www.causevox.com/schedule-a-demo/

9. The State of Fundraising
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10. 10.5% decline in charitable giving
(2022)
via GivingUSA
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11. 81% of respondents intend to
sustain or even boost their
charitable activities.
via CauseVox Giving Study 2023
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12. 93% of high-earner respondents
intend to sustain or even boost
their charitable activities.
via CauseVox Giving Study 2023
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13. 81% of high-earners want a
streamline donation experience.
via CauseVox Giving Study 2023
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14. 75% are more likely to donate
through a branded donation page.
via CauseVox Giving Study 2023
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15. Donors who prioritized a branded
donation experience are 45% more
likely to donate for 5+ years.
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via CauseVox Giving Study 2023
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16. Donors are eager to be more active,
with 71% expressing a willingness
to assist in fundraising activities.
via CauseVox Giving Study 2023
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17. What can organizations tactically do
differently when it comes to
fundraising this year?
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18. ! Change It Up
Evolve with your donors…
• Craft compelling stories
• Know your donors
• Streamline donations

20. Create an Unforgettable Donor Experience
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21. Create an Unforgettable Donor Experience
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22. What are some tried and true
fundraising tactics that will still make
a difference this year?
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23. Many Vectors Decrease Force

24. Many Vectors Decrease Force

25. Align Vectors to Maximize Force

26. ! Specific Goals
• Financial goals should
support program impact.
• Transparency on fund
utilization is key.

27. ! Secure a Matching Gift
• Leverage matching gifts for
amplifying contributions.
• Explore corporate matching
gift opportunities.
• Promote matching gift
programs in donor
communications.

28. ! Secure Major Gifts
• Identify major gift prospects
within existing donors.
• Create a gift chart/pyramid.
• Tailor personalized asks
based on donor interests and
values.

31. What are the components of a great
fundraising appeal?
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32. ! Fundraising Appeal
Stand out from the crowd…
• Know your audience
• Goal, impact, urgency
• High-impact visuals
• Clear Calls to Action (CTAs)

34. How can organizations use
influencers to share fundraising
appeals?
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35. ! Peer to Peer Fundraising
Use P2P fundraising for authentic
storytelling and new ways to reach
donors.
• Build relationships with supporters.
• Engage diverse audience segments.
• Empower your community with
tools.
• Tap into key supporter groups for
advocacy.

37. What does the data say about
storytelling?
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38. via CauseVox Giving Study 2023
0% 10% 20% 30% 40% 50%
Volunteer opportunities
Matching donation campaigns
Easy and convenient donation methods
Clear visuals on the impact of donations
Real-life testimonials from beneficiaries
Regular updates on how funds are used
Ranking: Tactics that drive donations

39. What are some of the ways
organizations should leverage
different communication channels?
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40. ! Communications
Use multiple channels…
• Email campaign
• Peer-to-peer fundraising
• Events, direct mail, phone,
and public relations
• TikTok, Instagram Threads, X

41. Raise 2x More w/ Peer-to-Peer
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42. How should communications be
organized?
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43. ! Communications
Organization is the necessary
hero…
• Start months ahead
• Create a plan
• Use a timeline

44. Suggested Timeline
SEPTEMBER
• Create excitement
with teasers.
OCTOBER
• Determine goal and
campaign
messaging.
• Map out timeline.
• Begin developing
fundraising site,
video and other
promotional assets.
• Send out
communication to
supporters about the
campaign.
• Ask key supporters
to help with
campaign (i.e. p2p
fundraisers,
matching gift,
promoters).
NOVEMBER
• Launch your
fundraising site.
• Rally your
fundraisers and
partners.
• Promote heavily one
week ahead.
• GivingTuesday
(Yay!!).
DECEMBER
• Celebrate the
impact.
• Showcase the
impact to
supporters.
• Tie in with year-end
appeal.
• Cultivate new donor
relationships.

45. How should organizations approach
storytelling for GivingTuesday?
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46. Storytelling Examples
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47. What does a communication timeline
look like for GivingTuesday and the
next 60 days?
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48. ! Communications
Use a proven timeline…
• Express gratitude
• Invite others
• Send your appeal
• Follow up

50. What goes into making a donation
page or fundraising website that
inspires and converts donors?
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51. Best Practices
• Focus on the donor
experience.
• Use branded pages.
• Showcase social proof.
• Include dynamic elements
(progress bar and counters).

52. Where can our audience find
additional resources?
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53. 2023 Year-End & GivingTuesday
Fundraising Toolkit
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https://www.causevox.com/blog/2023-year-end-givingtuesday-fundraising-toolkit/

54. 3-Part Toolkit
• The Year-End Fundraising Plan: Set
goals, create a communications calendar,
and create a donor experience that shines.
• The GivingTuesday Campaign Plan: Craft
a campaign that’s cherished by your
donors.
• Free Marketing and Communications
Templates: Write your appeals, emails,
receipts and social media posts from a
first draft!

55. ! Unlock Modern
Fundraising with CauseVox
Elevate your donor experience,
fundraising pages, and payment
options to an unparalleled level.
Enhance your donation pages,
campaign sites, event ticketing,
and peer-to-peer pages.
Discover more and begin your
journey at causevox.com.

56. Last Call for Q&A
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