1.
Are your chapters crowdfunding? The
answer is yes, whether you know it or not.
Learn how Zeta Tau Alpha Foundation took a leap
of faith on a turn key fundraising solution.

2.
Your Presenters
Kyle Martin
Fraternal Solutions
Consultant
Billhighway
Cassie Wessel
Foundation Fundraising
Audit Manager
Zeta Tau Alpha
Foundation
Jeffrey Roebuck
Chief Operating Officer
CrowdChange

3.
Crowdfunding.
Who is using it?

4.
Have you ever
donated to a
crowdfunding
campaign?

5.
Is your
Foundation
running a
crowdfunding
campaign?

6.
Are your
chapters
running
crowdfunding
campaigns?

7.
The Great
Recession
The Inception of
Modern Day
Crowdfunding
Crowdfunding
gains
Washington’s
Support
The Evolution of Crowdfunding
Quick History Lesson
1997 2008 2009 2012
Crowdfunding
emerges as a
major funding
source

8.
8
$17.2BSocial causes: 2nd largest
CrowdFunding market
North America: largest
CrowdFunding region
Millennials: Most giving
generation ever
Crowdfunding Today
North America
CrowdFunding Amount
(2017)
Source: Statista.com
Peer-to-Peer Fundraising: Accounts for
nearly 1/3 of all online donations

9.
Bringing the Vision to Life
Why did we
go down this
fundraising path?
IRS compliance
Chapters were asking
for a solution
Need for financial clarity
What was the
process?
1st year- 10
chapter pilot
2nd year- 20
chapters
3rd year- 40
chapters
4th year- All
chapters (173)
How did we kick
off the project?
Pilot approved by
National Council &
Foundation Board
Cassie’s position was
created
A Foundation BH account
was created for every
chapter

10.
The Tools
CrowdChange – 46%
Give – 1%
Lockbox – 46%
Electronically Deposited – 7%

11.
Current Day
01 02 03 04
Fundraising
Chapter
fundraising
increased by
6%
Funds
43% of chapters
raised more
funds than last
year
Support
Adding
additional
Foundation staff
for chapter
support
Satisfaction
Chapter
satisfaction is
up with the
new tools
05
Visibility
Chapters,
Officers and
HQ have
greater
visibility into
funds raised
vs expenses

12.
Opportunities For the Future
Year 2 of full
adoption
New in-person
technology
Future data
opportunities

13.
Millennials are more likely to give than other generations.
Millennial Giving Statistics
84%
Made Financial
Contribution
% of millennial employees
that donate to charity
70% $481
Donated Time
Volunteered for
more than 1hr to
charitable cause
Average Annual
Donation Amount
Boomers (55 – 74): $732
Gen X (40-54): $1,212
Source: Forbes

14.
Connecting with Millennials
& Chapters
• Relatability
• Highlight how they can make a
difference
Showcase the Cause
• Provide tools
• Offer guidance
Empower Chapters
• 90% are on social
• Increased focus on mobile
Cater to “New Age”
• Foundation visibility
• Free branding and marketing
Be Involved

15.
Large Effort
Medium Effort
Small Effort
Key Takeaways
What can you do to get started?

16.
What Can You Do
Tomorrow?
Search GoFundMe & see for yourself01
Ask yourself where is that money going?02
Who is overseeing those funds?03
Is there donor data we are missing out on?04
Small Effort

17.
What Can You Do
in 6 Months?
Partner with a Crowdfunding provider01
Develop an oversight strategy
02
Medium Effort
03 Start a campaign for your Foundation
04
Partner with a Database provider for online giving

18.
Develop a well rounded strategy using all the tools
Meet your donors where they are
What is Your Long
Term Strategy?
Large Effort
Implement a strategy to gather vital donor data
01
02
03

19.
Quest ions?

20.
Your Presenters
Kyle Martin
Kmartin@Billhighway.co
Billhighway
Cassie Wessel
Cassie-
Wessel@Zetataualpha.org
Zeta Tau Alpha
Foundation
Jeffrey Roebuck
Jeff@Crowdchange.co
CrowdChange