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Planning for Holiday 
       Giving
       July 21, 2010
CanadaHelps.org
What is CanadaHelps?
 A public charitable foundation that provides accessible and 
 affordable online technology to both donors and charities.

For Charities
   A cost‐effective means of raising funds online.

For Donors
   A one‐stop‐shop for giving.

            CanadaHelps is a charity helping charities.
Today’s Presenter



Kirstin Beardsley
  Communications and Marketing Coordinator
  CanadaHelps
Reminders
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         Webinar recording and slides
             will be available on 
         www.mycharityconnects.org


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Agenda


1.   Overview of Giving Season
2.   Getting Started
3.   Creating Compelling Messaging
4.   Effective Outreach Tactics
5.   Building Better Donor Relationships
6.   Giving Season Promotional Ideas
OVERVIEW OF GIVING SEASON
‘Tis the season to be giving!



• “Giving Season” is October ‐ December 
• 50% of donations made through CanadaHelps are in 
  December
• Many cultural celebrations during this time of the 
  year with common theme of togetherness, 
  generosity, compassion, goodwill
Understand what motivates donors to give

            • The spirit of giving
            • Family, holiday and religious 
              traditions
            • Making a difference
            • Having an impact
            • Inspiring fundraising campaign
            • Recognition
            • Social influence
            • Tax benefit
A big motivator is simply being 
asked…especially by someone in 
     your personal network
Challenge                       Opportunity
                                      • It’s a season of giving back
•   Standing out from the crowd
                                      • People, companies, families, 
•   Competing with donors’ tight        schools are more likely to donate 
    budgets                             at this time
•   Keeping organized and motivated   • Media are looking for charitable 
                                        stories
                                      • Companies are thinking about 
                                        meaningful gifts for their staff 
                                        and clients
GET ORGANIZED!
1. Create a Plan
•   Define your goals
•   Set measurable objectives
•   Pick the right tactics & tools
•   Set timelines
•   Assign responsibilities
•   Define budgets/ other resources
•   Decide how you’ll measure success
Planning Checklist
1.  When is the planning start date?
2.  Who is involved and who is the project leader of the campaign? 
3.  What other resources are needed?
4.  What are the goals and what does the charity want to 
    accomplish?
5. What does the timeline of events look like? Is it reasonable?
6. When is the launch date of the campaign?
7. How will the progress of the campaign be monitored? How will 
    the campaign be updated on the website?
8. How will the campaign be marketed?
9. When is the end date of the campaign?
10. How will you analyze the results of the campaign and draw 
    conclusions?
2. Update Your Website




• Make sure your site is easy to understand & 
  easy to navigate
• Put key information in your prime real estate
• Test and fix sources of frustration
3. Gather Contact Info




• Collect contact information everywhere
• Build your email list now
• Update your donor database
4. Understand Your Audience




• Define your target audience (NOT “general 
  public”)
• Create an audience profile
• Choose tactics that target your audience
CREATE COMPELLING MESSAGING
1. Think of Your Audience First
• Don’t ask “What does our organization want 
  to share”
• Ask “What does my audience want to know 
  about, care about, want to share” 
2. Use a Personal Voice




• Adopt a personal writing style that caters 
  to your target audience
• Write to convey emotion
• Don’t have a formal tone, especially on 
  social media
Evergreen’s “Gift of Nature”
3. Share Interesting Stories
          • Storytelling is effective in 
            making an emotional 
            connection with donors
          • Stories and photographs 
            illustrate a more positive, 
            immediate impression than 
            an overload of stats
Lutherwood Child and Family Foundation’s Stories
4. Be Clear & Consistent
• Have a clear call to action
• It’s important to make your 
  message stand out
• Keep  consistent across 
  platforms
• Think in terms of what 
  messages get shared
• Use consistent branding
FEED NOVA SCOTIA’s Compelling Message
5. Avoid Statistics




• Statistics and numbers get in the way of 
  conveying emotion
• Use statistics sparingly in the right places (i.e. 
  when explaining how you spend your money)
EFFECTIVE OUTREACH TACTICS
1. Use Social Media




• Social media is a great, personal way to 
  connect with supporters
• Be your own publisher
• If you haven’t started, join 
                     one social media site and 
                     make it part of your holiday 
                     toolkit



• Allow your “compelling message” to represent 
  the online voice of your campaign, whether 
  through tweets or Facebook posts
Holiday Facebook Examples

Epilepsy Toronto




Big Brothers Big Sisters of Kitchener‐Waterloo & Area
2. Engage Traditional Media
• Create bonds with local media 
  that can be sustained over 
  time
• Craft ready‐to‐go stories for 
  time‐strapped journalists
• Connect your messaging to 
  their audience
Scouts Canada’s Article on Fundraising




http://dailygleaner.canadaeast.com/search/article/1014153
3. Email Marketing




• Email campaigns are cost‐effective, timely 
  and personal 
• Time messages over a period of time – don’t 
  think one message will work
• Track success
•   Need
•   Solution
•   Cost
•   Urgency
•   Donor Context
•   Donor Benefit
4. Integrate




• Make sure all communications efforts are 
  integrated and coherent
• Use multiple channels for one campaign
BUILD BETTER DONOR 
   RELATIONSHIPS
1. Focus on Impact




• Donors want to know that their contributions 
  make a difference
• Clearly and regularly communicate the impact 
  donations have
Fort York Food Bank’s Holiday Impact on Donors
2. Say Thank You 




• Optimize your stewardship program now to get 
  ready for your busiest time of year
• Thank the donor more than once for their 
  donation
• Let donors know you are grateful for their 
  participation. 
• Thank every donor, even your online donors!
Canadian Association of the Deaf’s Demonstration of Thanks
3. Build Community Relationships
• Involve the community in your holiday 
  fundraising
• Build relationships with local businesses and 
  other nonprofits to help spread the word
Ecotrust Canada’s Community Feel
Giving Season Promotional 
          Ideas
Donations as Gifts
           • Many people are 
             looking for 
             alternative gifts to 
             give and receive
Gift Ideas
• Last‐minute gift       • The gift for the person 
• Avoid the line‐ups gift who has everything
• Eco‐friendly gift      • Unique gift
Promote the Tax Benefits




• Remind donors to give before December 31st for tax 
  reasons
• Giving online is great for last‐minute donations 
  (receipts are emailed instantly by CanadaHelps)
Donating Gifts of Securities




• Most gifts of securities are made at the end of the 
  year
• Accepting gifts of securities is easy & hassle‐free with 
  CanadaHelps
• Explain the benefits and process in your 
  communications
Gift‐Free Holidays 




• Invite your supporters to create fundraising 
  campaigns through GivingPages
• Give donors specific ideas: donations in lieu of gifts, 
  pledge event, fundraising challenge amongst friends, 
  “gift‐less” parties, etc.
• GPAGE EXAMPLE – giftless holiday
About MyCharityConnects
www.mycharityconnects.org

• Free online resources
                                     “Orientation for Charities 
   • Information about technology     Newly Registered with 
   • Video demonstrations                 CanadaHelps”
   • More webinars
                                           August 18
   • Past webinar recordings             2PM – 3PM (ET)
   • Learning opportunities
   • Events
Question and Answer
You can hear us, but 
we can’t hear you




Ask questions here




Ask away!
Thank you for attending!
       Webinar slides and recording will be up on:
       www.mycharityconnects.org/pastwebinars

Check out www.mycharityconnects.org for more resources!

            Questions, feedback, comments?
           Email us at: info@canadahelps.org

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Planning for the Holidays... It's Not Too Early