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Designing the Donor Journey
for Giving Tuesday
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Ryan Dieffenwierth
Partner Success Coordinator, Qgiv
Meet the Speaker
+ With Qgiv for 5 months and a marketing professional for over 10 years!
+ Project Management and Partner/Client solutions are my areas of expertise.
+ I love to travel to with my wife and son, our favorite city to visit is Asheville, NC.
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What are we covering today?
We are going to dive into prepping for Giving Tuesday
and how to optimize for your donor journey so you’re
ready for the big day this year! We’ll cover:
+ What you need to do now
+ What you need to prepare
+ Examples of great Giving Tuesday campaigns
+ How Qgiv can help
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What is a donor journey?
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The Donor Journey
Awareness Consideration Decision Loyalty/Advocacy
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The Donor Journey
Awareness Consideration Decision Loyalty/Advocacy
Potential donor
learns about your
organization and
cause.
First exposure
Potential donor
performs research on
your organization and
others.
Donor gives to your
organization.
1st gift
Research 2nd gift
Donor gives a second
gift. Potential to tell
friends about cause.
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The Donor Journey
Awareness Consideration Decision Loyalty/Advocacy
Ads, emails, blog
posts, press releases,
social media, etc.
3rd party sites like
Charity Navigator,
website pages like the
about us page or pages
dedicated to
describing your cause,
etc.
Website pages,
donation pages.
Receipts, thank-you
pages, thank-you
emails, additional ask
emails, donation page,
etc.
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Why focus on the donor
journey?
It’s expensive to acquire new donors, even more so
when your donor journey is not optimized. The goal
should always be to provide an exceptional experience
for new and returning donors.
5.4x
Recurring donors give more than
one-time donors over their
lifetime
8-20
Donor interactions
(or touchpoints)
5-25x
Higher costs to acquire new
donors vs. retaining
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What You Need to Do Now
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Donor Journey for
Giving Tuesday
Everything starts with a plan. A good plan starts with
research.
+ Do you know what worked last year for your Giving
Tuesday campaign?
+ What does your donor journey look like?
+ Have your donors’ giving preferences changed?
+ Have giving trends changed?
Plan ahead. Do your research before it’s too crazy.
Formulate an action plan, act on things you can do now,
and be prepared for later.
Channels:
Social,
Email,
Ads, etc.
Campaign
Message
Donation
Pages,
Donation
Forms
Thank-You
emails,
receipts,
pages
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Your Donor Journey
Do you know what your donor journey looks like?
Critical questions you should be able to answer:
+ What are your donors’ preferred giving channels?
+ Are donors finding your donation form?
+ How often do donors give once they reach the
donation form?
How do
donors find
you?
What
research are
they
performing?
Is your
donation
process
optimized?
Are you
cultivating
donors?
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Your Donor Journey
Important questions you need to answer before you can
plan!
+ What worked last year? What didn’t work? Why?
+ What did other nonprofits do? Is there anything you
can use for your organization?
+ What has changed in giving trends from last year to
this year?
How do
donors find
you?
What
research are
they
performing?
Is your
donation
process
optimized?
Are you
cultivating
donors?
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Giving Tuesday Goals
In the research phase, you’ll know what worked last year and what
didn’t, including your goals and messaging. Make changes as
needed!
What is your goal this year?
+ Make it realistic.
+ Tie the goal to something tangible.
+ Kenya Keys set a goal for a specific number of bunk beds
(80)!
+ You’ll use your goal to establish your Giving Tuesday
story…
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Giving Tuesday Story
Now that you’ve established a goal, your Giving Tuesday story
is almost complete! The next step is to craft exactly what you
want to say and what images to use.
Best Practices:
+ Be specific
+ Show donors their impact
+ Tell a consistent story in messaging, images, and across all
giving channels
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Giving Tuesday Fundraising
Tools
Research fundraising tools your nonprofit can use to raise
more on Giving Tuesday.
+ Fundraising tools to help on Giving Tuesday:
+ Online donation forms
+ Text fundraising
+ Peer-to-peer fundraising
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Giving Tuesday Plan
✓ Research
✓ Goals
✓ Story
✓ Fundraising Tools
What’s next?
+ Giving Tuesday plan
+ Giving Tuesday communications calendar
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Giving Tuesday Plan
Now it’s time to set timelines and get prepared. Start creating plans to:
+ Research & demo fundraising tools
+ Get photos for your campaign
+ Identify matching gifts/sponsorships
+ Identify communication channels
+ Set timelines for creation of communications, landing pages, donation forms, receipts,
thank yous
+ Create a communication strategy for before, the day of, and after Giving Tuesday
+ Create a communications calendar!
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Giving Tuesday
Communications Calendar
Giving Tuesday relies on engaging your donors and community. A
communications calendar sets a timeline for posts and creating an
effective strategy!
Best Practices:
+ Take a multi-channel approach, your calendar will keep everything
organized
+ Your calendar should include communications before, the day of,
and after Giving Tuesday
+ Keep your messaging and call to action consistent
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What Next?
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Optimize Your Donor Journey
There are many ways for potential donors to learn about your nonprofit. It’s
your job to provide the best donor experience!
+ External communications
• Emails
• Social media posts and ads
• Search ads and display ads
+ Website experience
• Donation pages
• Home page, about us page, etc.
• Blog posts, articles, press releases
+ 3rd party sites
• Charity Navigator
Awareness Consideration Donation
Loyalty/
Advocacy
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Giving Tuesday
Communication Tips
Plan to send multiple communications for each channel before,
during, and after Giving Tuesday. Keep your story consistent across all
your channels.
+ Before Giving Tuesday, educate donors on what Giving Tuesday is
and why they should give to your organization
+ The day of Giving Tuesday, tell your story, provide progress
updates, promote matching gifts
+ After Giving Tuesday, make sure to thank your donors. Donor
retention is a top priority!
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Giving Tuesday Email Tips
Email marketing is a highly effective way to motivate donors to give
and is a nonprofit favorite on Giving Tuesday. Plan to send multiple
emails before, the day of, and after Giving Tuesday.
Best Practices:
+ Brand your email
+ Keep your email concise
+ Have a clear call to action
+ Add personalization
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Giving Tuesday Social
Media Tips
Social media is a great way to build awareness for your Giving
Tuesday campaign. Plan to post multiple times before and during
Giving Tuesday.
Best Practices:
+ Link to your donation form
+ Video performs best on social media and inspires action
+ Use related hashtags like #GivingTuesday
+ Find and encourage brand ambassadors to reach out and spread
the word about your organization
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Giving Tuesday Donation
Page Tips
This is the critical point of the donor journey. Your donation pages
need to make the donation process easier, not harder.
Best Practices:
+ Brand with your logo and colors
+ If you add text and images, keep it consistent and keep it short
+ Eliminate distractions and choices including website navigation and
other engagement opportunities. If it leads donors away from your
form, it’s not a good choice for Giving Tuesday
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Giving Tuesday Receipts &
Thank Yous
Once a donor gives, the donor journey is not over! Use this as an
opportunity to build a long-term relationship with new donors. Do
this through automated receipts, a thank-you page, and a follow-up
email specific to Giving Tuesday.
Best Practices:
+ Make them feel like a superhero for supporting you
+ Show the impact of their gift
+ Explain how they can stay involved
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How Qgiv Can Help!
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Something for Everyone!
+ Customizable donation pages
+ Unlimited donation forms with donation amount images/text,
recurring upgrade features, and more!
+ Conditional Content functionality
+ Customizable, automated receipts
+ Matching gifts
+ Integration with Facebook donation forms
+ Unlimited admins, users, and support and training from Qgiv’s
award-winning customer experience team
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Text Fundraising to Engage
Donors
+ Text fundraising is a highly engaging form of communication. Your
text keyword can be included in all your communications including
emails, social media, direct mail appeals, and more.
+ Why text fundraising?
+ 85% of Americans own a smart phone
+ 98% of text messages are read within the first 5 minutes
+ The average donation amount through text is $127
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Expand Your Reach with
Peer-to-Peer Events
Peer-to-peer fundraising empowers your most loyal supporters to
raise funds on behalf of your organization and can help separate you
from the pack on Giving Tuesday.
+ Ask your board members, donors, and volunteers to get involved
and reach out to their networks on Giving Tuesday
+ Host walks, runs, or bike rides
+ Create a contest or challenge
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Qgiv + Bloomerang Integration
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Abby Berger, Business Development Manager
"We were looking for a more robust peer-to-
peer platform to integrate directly with our
donor database, Bloomerang…I love this
platform. It has all the features we were
looking for...We primarily use the Qgiv
platform for our annual signature
fundraiser and peer-to-peer event, Dancing
with the St. Louis Stars. The 2022 event
grossed $736,000...Fundraising teams and
participants were able to quickly set up their
own fundraising pages, set goals, and track
donations right on their page...This feature
has saved our team a lot of time..."
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Have Questions?
Are you a Qgiv customer?
Email us at
support@qgiv.com
Interested in using Qgiv?
Request a demo through
qgiv.com/demo-request
Have questions about
best practices?
Visit qgiv.com/blog
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Optimize Your Donor Journey for Giving Tuesday

  • 1. Donation Forms | Event Registration Text Fundraising | Peer-to-Peer | Auctions Designing the Donor Journey for Giving Tuesday
  • 2. Donation Forms | Event Registration Text Fundraising | Peer-to-Peer | Auctions Ryan Dieffenwierth Partner Success Coordinator, Qgiv Meet the Speaker + With Qgiv for 5 months and a marketing professional for over 10 years! + Project Management and Partner/Client solutions are my areas of expertise. + I love to travel to with my wife and son, our favorite city to visit is Asheville, NC.
  • 3.
  • 4. Donation Forms | Event Registration Text Fundraising | Peer-to-Peer | Auctions What are we covering today? We are going to dive into prepping for Giving Tuesday and how to optimize for your donor journey so you’re ready for the big day this year! We’ll cover: + What you need to do now + What you need to prepare + Examples of great Giving Tuesday campaigns + How Qgiv can help
  • 5. Donation Forms | Event Registration Text Fundraising | Peer-to-Peer | Auctions What is a donor journey?
  • 6. Donation Forms | Event Registration Text Fundraising | Peer-to-Peer | Auctions The Donor Journey Awareness Consideration Decision Loyalty/Advocacy
  • 7. Donation Forms | Event Registration Text Fundraising | Peer-to-Peer | Auctions The Donor Journey Awareness Consideration Decision Loyalty/Advocacy Potential donor learns about your organization and cause. First exposure Potential donor performs research on your organization and others. Donor gives to your organization. 1st gift Research 2nd gift Donor gives a second gift. Potential to tell friends about cause.
  • 8. Donation Forms | Event Registration Text Fundraising | Peer-to-Peer | Auctions The Donor Journey Awareness Consideration Decision Loyalty/Advocacy Ads, emails, blog posts, press releases, social media, etc. 3rd party sites like Charity Navigator, website pages like the about us page or pages dedicated to describing your cause, etc. Website pages, donation pages. Receipts, thank-you pages, thank-you emails, additional ask emails, donation page, etc.
  • 9. Donation Forms | Event Registration Text Fundraising | Peer-to-Peer | Auctions Why focus on the donor journey? It’s expensive to acquire new donors, even more so when your donor journey is not optimized. The goal should always be to provide an exceptional experience for new and returning donors. 5.4x Recurring donors give more than one-time donors over their lifetime 8-20 Donor interactions (or touchpoints) 5-25x Higher costs to acquire new donors vs. retaining
  • 10. Donation Forms | Event Registration Text Fundraising | Peer-to-Peer | Auctions What You Need to Do Now
  • 11. Donation Forms | Event Registration Text Fundraising | Peer-to-Peer | Auctions Donor Journey for Giving Tuesday Everything starts with a plan. A good plan starts with research. + Do you know what worked last year for your Giving Tuesday campaign? + What does your donor journey look like? + Have your donors’ giving preferences changed? + Have giving trends changed? Plan ahead. Do your research before it’s too crazy. Formulate an action plan, act on things you can do now, and be prepared for later. Channels: Social, Email, Ads, etc. Campaign Message Donation Pages, Donation Forms Thank-You emails, receipts, pages
  • 12. Donation Forms | Event Registration Text Fundraising | Peer-to-Peer | Auctions Your Donor Journey Do you know what your donor journey looks like? Critical questions you should be able to answer: + What are your donors’ preferred giving channels? + Are donors finding your donation form? + How often do donors give once they reach the donation form? How do donors find you? What research are they performing? Is your donation process optimized? Are you cultivating donors?
  • 13. Donation Forms | Event Registration Text Fundraising | Peer-to-Peer | Auctions Your Donor Journey Important questions you need to answer before you can plan! + What worked last year? What didn’t work? Why? + What did other nonprofits do? Is there anything you can use for your organization? + What has changed in giving trends from last year to this year? How do donors find you? What research are they performing? Is your donation process optimized? Are you cultivating donors?
  • 14. Donation Forms | Event Registration Text Fundraising | Peer-to-Peer | Auctions Giving Tuesday Goals In the research phase, you’ll know what worked last year and what didn’t, including your goals and messaging. Make changes as needed! What is your goal this year? + Make it realistic. + Tie the goal to something tangible. + Kenya Keys set a goal for a specific number of bunk beds (80)! + You’ll use your goal to establish your Giving Tuesday story…
  • 15. Donation Forms | Event Registration Text Fundraising | Peer-to-Peer | Auctions Giving Tuesday Story Now that you’ve established a goal, your Giving Tuesday story is almost complete! The next step is to craft exactly what you want to say and what images to use. Best Practices: + Be specific + Show donors their impact + Tell a consistent story in messaging, images, and across all giving channels
  • 16. Donation Forms | Event Registration Text Fundraising | Peer-to-Peer | Auctions Giving Tuesday Fundraising Tools Research fundraising tools your nonprofit can use to raise more on Giving Tuesday. + Fundraising tools to help on Giving Tuesday: + Online donation forms + Text fundraising + Peer-to-peer fundraising
  • 17. Donation Forms | Event Registration Text Fundraising | Peer-to-Peer | Auctions Giving Tuesday Plan ✓ Research ✓ Goals ✓ Story ✓ Fundraising Tools What’s next? + Giving Tuesday plan + Giving Tuesday communications calendar
  • 18. Donation Forms | Event Registration Text Fundraising | Peer-to-Peer | Auctions Giving Tuesday Plan Now it’s time to set timelines and get prepared. Start creating plans to: + Research & demo fundraising tools + Get photos for your campaign + Identify matching gifts/sponsorships + Identify communication channels + Set timelines for creation of communications, landing pages, donation forms, receipts, thank yous + Create a communication strategy for before, the day of, and after Giving Tuesday + Create a communications calendar!
  • 19. Donation Forms | Event Registration Text Fundraising | Peer-to-Peer | Auctions Giving Tuesday Communications Calendar Giving Tuesday relies on engaging your donors and community. A communications calendar sets a timeline for posts and creating an effective strategy! Best Practices: + Take a multi-channel approach, your calendar will keep everything organized + Your calendar should include communications before, the day of, and after Giving Tuesday + Keep your messaging and call to action consistent
  • 20. Donation Forms | Event Registration Text Fundraising | Peer-to-Peer | Auctions What Next?
  • 21. Donation Forms | Event Registration Text Fundraising | Peer-to-Peer | Auctions Optimize Your Donor Journey There are many ways for potential donors to learn about your nonprofit. It’s your job to provide the best donor experience! + External communications • Emails • Social media posts and ads • Search ads and display ads + Website experience • Donation pages • Home page, about us page, etc. • Blog posts, articles, press releases + 3rd party sites • Charity Navigator Awareness Consideration Donation Loyalty/ Advocacy
  • 22. Donation Forms | Event Registration Text Fundraising | Peer-to-Peer | Auctions Giving Tuesday Communication Tips Plan to send multiple communications for each channel before, during, and after Giving Tuesday. Keep your story consistent across all your channels. + Before Giving Tuesday, educate donors on what Giving Tuesday is and why they should give to your organization + The day of Giving Tuesday, tell your story, provide progress updates, promote matching gifts + After Giving Tuesday, make sure to thank your donors. Donor retention is a top priority!
  • 23. Donation Forms | Event Registration Text Fundraising | Peer-to-Peer | Auctions Giving Tuesday Email Tips Email marketing is a highly effective way to motivate donors to give and is a nonprofit favorite on Giving Tuesday. Plan to send multiple emails before, the day of, and after Giving Tuesday. Best Practices: + Brand your email + Keep your email concise + Have a clear call to action + Add personalization
  • 24. Donation Forms | Event Registration Text Fundraising | Peer-to-Peer | Auctions Giving Tuesday Social Media Tips Social media is a great way to build awareness for your Giving Tuesday campaign. Plan to post multiple times before and during Giving Tuesday. Best Practices: + Link to your donation form + Video performs best on social media and inspires action + Use related hashtags like #GivingTuesday + Find and encourage brand ambassadors to reach out and spread the word about your organization
  • 25. Donation Forms | Event Registration Text Fundraising | Peer-to-Peer | Auctions Giving Tuesday Donation Page Tips This is the critical point of the donor journey. Your donation pages need to make the donation process easier, not harder. Best Practices: + Brand with your logo and colors + If you add text and images, keep it consistent and keep it short + Eliminate distractions and choices including website navigation and other engagement opportunities. If it leads donors away from your form, it’s not a good choice for Giving Tuesday
  • 26. Donation Forms | Event Registration Text Fundraising | Peer-to-Peer | Auctions Giving Tuesday Receipts & Thank Yous Once a donor gives, the donor journey is not over! Use this as an opportunity to build a long-term relationship with new donors. Do this through automated receipts, a thank-you page, and a follow-up email specific to Giving Tuesday. Best Practices: + Make them feel like a superhero for supporting you + Show the impact of their gift + Explain how they can stay involved
  • 27. Donation Forms | Event Registration Text Fundraising | Peer-to-Peer | Auctions How Qgiv Can Help!
  • 28. Donation Forms | Event Registration Text Fundraising | Peer-to-Peer | Auctions Something for Everyone! + Customizable donation pages + Unlimited donation forms with donation amount images/text, recurring upgrade features, and more! + Conditional Content functionality + Customizable, automated receipts + Matching gifts + Integration with Facebook donation forms + Unlimited admins, users, and support and training from Qgiv’s award-winning customer experience team
  • 29. Donation Forms | Event Registration Text Fundraising | Peer-to-Peer | Auctions Text Fundraising to Engage Donors + Text fundraising is a highly engaging form of communication. Your text keyword can be included in all your communications including emails, social media, direct mail appeals, and more. + Why text fundraising? + 85% of Americans own a smart phone + 98% of text messages are read within the first 5 minutes + The average donation amount through text is $127
  • 30. Donation Forms | Event Registration Text Fundraising | Peer-to-Peer | Auctions Expand Your Reach with Peer-to-Peer Events Peer-to-peer fundraising empowers your most loyal supporters to raise funds on behalf of your organization and can help separate you from the pack on Giving Tuesday. + Ask your board members, donors, and volunteers to get involved and reach out to their networks on Giving Tuesday + Host walks, runs, or bike rides + Create a contest or challenge
  • 31. Donation Forms | Event Registration Text Fundraising | Peer-to-Peer | Auctions
  • 32. Donation Forms | Event Registration Text Fundraising | Peer-to-Peer | Auctions Qgiv + Bloomerang Integration
  • 33. Donation Forms | Event Registration Text Fundraising | Peer-to-Peer | Auctions Abby Berger, Business Development Manager "We were looking for a more robust peer-to- peer platform to integrate directly with our donor database, Bloomerang…I love this platform. It has all the features we were looking for...We primarily use the Qgiv platform for our annual signature fundraiser and peer-to-peer event, Dancing with the St. Louis Stars. The 2022 event grossed $736,000...Fundraising teams and participants were able to quickly set up their own fundraising pages, set goals, and track donations right on their page...This feature has saved our team a lot of time..."
  • 34. Donation Forms | Event Registration Text Fundraising | Peer-to-Peer | Auctions Have Questions? Are you a Qgiv customer? Email us at support@qgiv.com Interested in using Qgiv? Request a demo through qgiv.com/demo-request Have questions about best practices? Visit qgiv.com/blog
  • 35. Donation Forms | Event Registration Text Fundraising | Peer-to-Peer | Auctions Questions?