This document contains an agenda and notes for a GlobalGiving webinar. The agenda includes introductions, updates on GlobalGiving campaigns and calendar, a discussion on effectiveness, and information on GlobalGiving Rewards. During introductions, participants shared their name, organization, and a 2016 highlight. GlobalGiving's 2016 fundraising totals and upcoming campaigns in 2017 like Giving Tuesday were presented. Participants then discussed how to define and measure effectiveness at their organizations. GlobalGiving Rewards was introduced as a system to recognize nonprofits for engagement and effectiveness activities to boost their visibility. Participants were asked to identify ways to gain more rewards points.

1. welcome

2. Announcements
Blissful Experience 2 min
Weekly Update Nicola 15 min
Other Update Kevin 10 min
Presentation Courtney 20 min
Other Update Donna 10 min
Presentation Phil 20 min
Calling in? 202.330.4040 or bluejeans.com/2023304040
Agenda
Introductions
GlobalGiving: Updates & Calendar
Planning your 2017 GlobalGiving crowdfunding strategy + Activities
Introduction to Green Crowds- Alejandro Ibarra
Break
Discussion: What is effectiveness?
GlobalGiving Rewards + Activities
Questions & Networking

3. INTRODUCTIONS

4. Emma Donnachie
GlobalGiving Field Traveller, Ecuador
Visiting our existing partners across
Ecuador to provide them with support
and conduct outreach

5. A C T I V I T Y
1. What is your name?
2. Who is your organisation?
3. Tell us a highlight from your organisation from 2016?
4. What is your online fundraising goal for 2017?
Introductions

6. GlobalGiving
Updates +
Calendar

7. 2016 YEAR IN REVIEW

8. $40M
Raised in 2016
for 2369 orgs

9. We moved to one-page check out!

10. Total raised on Giving
Tuesday in 2016
In GlobalGiving’s biggest day in
history, 1477 projects benefitted
from $500,000 in matching
funds from the Gates
Foundation
$2.4M

11. GlobalGiving is connecting
our nonprofits to more
ideas + information with
our newly launched Learn
Section
Learn
Section

12. THE YEAR AHEAD

13. 4
Matching Days
2
Contests –
video + photo
5
Days of
activities during
Giving Week
3
Cause focused
days +
campaigns
2
Online
Academies

14. Donations to Ecuador Earthquake
Relief Projects are still 100%
Matched until 30th April 2016, or
until funds run out- $18,500
remaining!

15. 3rd-7th April 2017
Up to $50 matched at 50%
$50,000 matching funds
available, and $5000 bonus
prizes
Start planning your
communications to donors
that give less, but perhaps
more often!
Little by Little
matching day

16. GG Rewards
Bonus Day
12th July 2017
$110,000 available in matching
funds, plus bonus prizes
30% matching for Partners
40% matching for Leaders
50% matching for Superstars
Start boosting your GG Rewards
status to prepare!

17. Giving Week 2017
2nd-6th October 2017
GlobalGiving is trying something
new! For five days at the
beginning of October we’ll be
activating our community and
their donors.
This will also be the week of
our Pro-Rated Bonus Day!
Stay tuned for more details

18. Giving Tuesday
28th November 2017
In 2016, we had the Gates
Foundation support our Giving
Tuesday matching day, leading
to our biggest day in history!
Stay tuned for more details!
Start planning outreach to all
your donors for this incentivised
day of giving!

19. Year-End Campaign
Begins 28th November 2017 with
Giving Tuesday!
We’ll be hosting our year-end
fundraising campaign again this
year! Here are some key features:
• Bonus prizes for dollars raised
• Bonus prizes for donors
activated
• Media + Social Sharing
package

20. Theme
Campaigns
2017
March
Girl Fund
June
World Refugee Day
August
Youth Week

21. A two-month, online
course focused on topics
like developing an online
fundraising strategy and
harnessing social media
for fundraising.
Applications due 3/16
Online
Fundraising
Academy

22. Two-month, online course
exploring different theories of
impact measurement and to
learn about practical tools that
you can use to increase your
organization’s effectiveness
Social Impact
Academy

23. Join our monthly Peer
Learning Network webinars to
hear ideas, learn best
practices, and gain new skills
from other nonprofit leaders
Peer Learning
Networks

24. Submissions are due Thursday,
May 4. Up to three photos can be
submitted for a chance to win a
$1,000 award and social media
promotion.
Voting for GlobalGiving’s Photo
Contest begins on May 22.
Photo Contest

25. Planning your 2017
GlobalGiving
fundraising strategy

26. Set SMART goals and
decide how online
fundraising +
crowdfunding best fits
into your work.
Strategize
Pick a platform, check
out your and their
calendar, and get
started.
Plan
Reach out to your
networks, cultivate
your relationships,
create content, and
develop stories.
Network +
Create
Create a content
calendar, send
emails, thank your
donors, and act on all
the hard work you’ve
done.
Share +
Act

27. A C T I V I T Y
1. In pairs, each person tell their mission in 30 secs
2. Switch partners!
3. Now tell your original partner’s story to this new person
4. Repeat for one more round
5. Volunteers tell the last mission they heard – discuss as a
group how it has changed!
Mission Telephone

28. SMART is… Specific Measurable
Action-Oriented Realistic Time-Bound

29. NOT SPECIFIC
• Raise $10,000
• Have 100 donors
• Increase “followers” to 35,000
SPECIFIC
• Raise more funds
• Engage more donors
• Have more “followers”

30. NOT MEASURABLE
• Increase subscribers by 50%
• Raise $50,000
• Acquire 25 new recurring
donors
MEASURABLE
• Have more email subscribers
• Raise a part of our budget
• Increase recurring donors

31. NOT ACTION-ORIENTED
• 3% of newsletter subscribers
open our email
• 35 Facebook followers share
our fundraising campaign post
• Accrue an NPS score of 25 for
donor satisfaction
ACTION-ORIENTED
• Increase newsletter readership
• Create a viral Facebook post
• Make donors happy

32. NOT REALISTIC
• Raise $10,000
• 44% of our subscribers open
our emails
• Get 25 new donors
REALISTIC
• Raise $10,000,000
• Have 100% of our subscribers
open our emails
• Get one new donor

33. NOT TIME-BOUND
• Raise $15,000 by Dec 31
• Get 25 new donors during the
Year-End Campaign
• Acquire 600 new Facebook fans
by end of Q3
TIME-BOUND
• Raise $15,000 ASAP
• Get 25 new donors
• Get to 600 Facebook fans

34. A C T I V I T Y
1. Draft 2-3 SMART online fundraising goals for 2017
2. Share with the group!
Develop SMART goals.

35. Specific
Measurable
Action-
Oriented
Realistic
Time-Bound
What do you want to achieve?
How will you know when you have achieved your goal?
What actions need to take place to achieve your goal?
Are you going to be able to achieve your goal?
What is the time limit to achieve your goal?

36. A C T I V I T Y
1. Choose which campaigns you would like to be a part of this year.
Which best suit your SMART goals and mission?
2. Plan how you are going to prepare for these campaigns. When do
you need to do your outreach to mobilise your donors?
3. What will be the SMART goals for these emails and reports?
Planning your 2017 GG campaigns

42. Network Mapping

43. Who is giving to your organization? Note their patterns and why they
give. Your best advocates and supporters are the ones that already
exist.
Who Supports You Now?

44. Family Friends Colleagues
Neighbours
Community
Leaders
Previous Donors

45. Do you have people you don’t know giving to your organization? Are
there first-time donors? These individuals represent opportunities to
grow your network, but first you need to engage them!
Who Could Support You?

46. Your network is bigger
than you think!
• Board members
• Diaspora
• Local Business owners
• Leaders in the industry
• Religious Institutions
• Community Foundations
• Alumni
• Volunteers

47. They build trust in your organization from their networks, bring in
new supporters, and act as your brand ambassadors.
Fundraising Advocates are part of your fundraising team and
help you to expand your network and reach your goals!
Fundraising Advocates are individuals who
become part of your fundraising team

48. Expand your network of donors by identifying these individuals that can serve as strong brand
ambassadors for your organization and have large networks of their own.

49. 1
They have a
large network of
friends, family,
etc.
2
They are
passionate and
positive about
your cause and
interested in
your work.
3
They know
your story and
can act as
brand
ambassadors.
4
You are
comfortable
asking them
to help.
5
They have
the time and
willingness to
work.

50. 1. Map your current + potential network of supporters
2. Engage a few key supporters to become Fundraising Advocates
3. Give them the tools to succeed
4. Show appreciation!
Steps to developing
Fundraising Advocates

51. Who supports you? Who
do those supporters
know? Who else do you
know? What groups could
support your work?
Step One:
Map your
Network

52. 1. Cater your ask based on the individual
2. Have a specific ask for the individual to get them engaged
3. Let them know about how they will be supported
4. Show impact!
Step Two: Engage + Ask

53. Step Three: Give
Them Tools
• Email templates
• One-on-one check-ins
• Talking points
• Individual goals
• Sample social media
posts and outreach
• Talking points + calls to
action!

54. GlobalGiving also has tools to
help give your fundraising
advocates more access.

55. How GlobalGiving
Fundraiser Pages
can help:
• Set + track goals
• Tell their own story
• Share their own photo
• Easily sharing tools
• Visibility into their
network supporters

56. Give them a new
user role with your
organization!
• Can track their own
donors’ gifts
• Help with admin tasks
for your organization
• Write project reports
• Send personal thank
you notes
• Help increase rewards

57. Step Four: Make them feel
appreciated–always thank
and acknowledge your
fundraising advocates!

58. A C T I V I T Y
1. Think about who is in your current network?
2. Think about people that you would like to reach?
3. Brainstorm ideas of how to reach your potential network?
4. Identify a couple of advocates?
Network Mapping

59. You
Friends, Family,
Stakeholders
Local
Community
National
Groups
International
Groups
FA
FA
FA
Network Mapping &
Fundraising
Advocates

60. A C T I V I T Y
Develop a calendar for your outreach to the advocates you just
identified. How you will keep them engaged throughout the campaign?
You may ask yourself:
1. What tools + templates do you have currently?
2. What are some unique ways you can show appreciation?
3. What are the goals you want to set in terms of advocates that feed
into your SMART goals?
Activating your Advocates

61. Activating your Fundraising Advocates

62. Create your content

63. The Nonprofit Storyteller’s
Triple Bottom Line

64. How do our stories
empower the people
we intend to help?
Will you let them speak for
themselves?

65. How do our stories
create a healthier
social sector?
Do they make people feel
hopeful and powerful?

66. Do our stories
move people to give?
Do they help us build long-
term relationships with
supporters?

67. Our images,
words, and stories
have a lasting
effect on the
people we intend
to help.
Stories
are powerful.

68. Your emails, your social media, how you talk to a stranger, how to
convey your work to a funder or board member.
Your story shows and shares your organization’s impact.
Stories can be used everywhere

69. A C T I V I T Y
1. Break into groups of two.
2. Have one partner tell a story about a constituent impacted by
your organisation. (2 min)
3. Share feedback on what you found most compelling about the
story, and what could have strengthened the story. (2 min)
4. Switch roles.
What makes an effective story?

70. Sharing your stories

71. Project
Reports
Emails
Thank you notes Social Media

72. Writing

73. What has GlobalGiving
learned about sending
effective emails?

74. LENGTH MATTERS

76. PICTURE > WORDS

77. We are constantly learning too!

79. PERSONALIZE + SEGMENT

80. Audience = Donors!
Make your donors feel a part
of the team, and a part of the
work by including their name
or a personal note
Personalize!

81. Ever donor is different, so
treat them differently! You
can do this on geography,
giving history, or
connection to your work.
Segmentation

82. CALL-TO-ACTION

83. Help donors what to do next by giving them a Call-to-Action

84. TOP THINGS TO REMEMBER

85. Keep it short Less text –
Large Images
It’s about
everyone else!
Clear
Call-to-Action
Personalize +
Segment
Mobile-Friendly

86. Building a Community on
Facebook

87. Facebook is an excellent
tool for engaging with
your audience.

88. Set a Strategy
Content Creation Implementation
• Quality over quantity.
• A picture tells a
thousand words.
• Don’t use Facebook
strictly to ask
for donations.
• What time is best for
you to post?
• What is your call-
to-action?
• How often should
you post?

89. WHAT TO POST

90. 1. Photos (engaging, thoughtful, curious)
2. Videos (short + sweet)
3. Third Party news about your cause
4. Relevant events + milestones
5. Facts, infographics, + quotes
Facebook Content: 5 Key Types

91. HOW TO POST

92. Implementation of Content
The timing The purpose The pace
• Post during off-peak
hours.
• Draft and schedule in
advance.
• Get “applause” from
your audience.
• Keep your cause
and organization in
their mind.
• Engage.
• Once per day.
• Variety of content.
• More during
campaign times –
but DO NOT spam
your audience.

93. Remember that Facebook —like
most social outlets— is about
relationship building. Don’t forget to
engage with your audience!

94. 15 Minute
Break

95. Effectiveness Brainstorm
• What does effectiveness mean to you?
• Why does effectiveness matter to your organization?
• How does your organization measure effectiveness?

96. GG Rewards

97. THE BIG IDEA

98. GG Rewards is a system that rewards and recognizes our nonprofits partners for activities around
engagement with the platform and efforts to increase their effectiveness.

101. Partner Leader Superstar

102. Superstar organizations get a boost
in search rankings, are the most likely
to be recommended, and have
access to more tools + benefits.

103. SO HOW DOES THAT WORK?

104. GG nonprofit partners
earn points every time
they complete a GG
Rewards activity. The
more points, the higher
your rewards status!

105. Based on the GG value, Listen, Act, Learn, and Repeat,
nonprofit partners begin by completing an activity (i.e., watching
a webinar) and then reflect on their learnings in a
“LALR” cycle for points.
Effectiveness points are for learning

106. Engagement points are for
being active in our
community.
Points are earned by actively
engaging with the GG
platform. For example:
reaching your fundraising
goals or thanking donors.

107. HOW DO I GET MORE POINTS?

108. Engagement points:
Engage with the GlobalGiving community

109. Thank you notes Participate in
Campaigns
Add another
Project Leader
Stay active with
project reports
Donations
Acquire
Recurring Donors

110. Effectiveness Points:
Complete GG Rewards learning cycles

112. Collect feedback about
your work, or acquire new
information that could
improve your work.
Listen

113. Based on what you read,
watched, listened to, or
were told take an action
to try and improve!
Act

114. After you’ve tried this new
action, evaluate the results
and decide to try something
new again, or keep doing
this new thing!
Learn

115. There are lots of learning cycles you can
complete in your account!
• Watch a GlobalGiving
webinar
• Use the “charting impact” tool
• Do a SWOT analysis
• Use GlobalGiving’s
storytelling tool
• Explore and use tools in the
DIY toolkit
• Explore and use the tools in
the Feedback toolkit
• Create your own cycle: tell us
how you listened, acted, and
learned to improve your
programs!

116. Increasing your GG Rewards
status is the best way to gain
visibility + earn more GG-Driven
Funds.

117. A C T I V I T Y
Take a look at your GG Rewards Dashboard
1. Where are most of your points coming from?
2. Are there any quick wins to boost your points, and maybe
your GG Rewards status?
What are 3 ways your organization can gain
points towards becoming or remaining a
Superstar?

118. A C T I V I T Y
Listen: What new information did you gain during today’s workshop?
Act: How did you act on the feedback or information that you received?
Learn: What will you do going forward as a result of the new information or
feedback that you received?
Complete A “Create-Your-Own-Cycle”

119. Step 1: Listen
Step 2: Act
Step 3: Learn
What is a need, challenge, or obstacle that your organisation has faced? How did your organisation identify it?
What actions did your organisation take to address this issue?
What did you learn from your experiment? What will you do next based on these results?
Create-Your-Own Cycle

120. Questions?

121. thank you

122. GlobalGiving.org | 877.605.2314 | projecthelp@globalgiving.org