Accelerate Your Mid-Level Program in 2020
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https://bloomerang.co/resources/webinars/ Ryan Carpenter will share how to build a thriving mid-level giving program, and how to bridge the gap between direct marketing and major gifts through mid-level programs.
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Accelerate Your Mid-Level Program in 2020
- 1. PursuantWebinar|December2019 ACCELERATE YOUR MID-LEVEL GIVING PROGRAM Build a thriving program that drives loyalty and taps into your biggest fans
- 2. 22 GOT QUESTIONS? • Send us your questions using the Go to Webinar control panel • Webinar recording and slides willbe emailed to you within 24 hours • Emailus: info@pursuant.com
- 3. 3 PRESENTERS Whitney Norman Director, Client Solutions Ryan Carpenter Director, Market Solutions
- 4. WHAT TO EXPECT: HOW TODEFINEMID-LEVELGIVING PRACTICALTACTICSYOUCANIMPLEMENTTOMORROW TOOLSANDRESOURCESTOSUPPORTYOURMID-LEVELPROGRAM HOW TOGET STARTEDTODAY 2 1 3 4
- 5. WE BELIEVE experiencedrives LOYALTY and loyaltydrivesVALUE
- 6. Every donorshould experience the joy of their giving.
- 7. 77 PowerfulAnalytics& Insights Incredible Storytelling TECHNOLOGY ENABLED Donor Experience ACTIVATION THROUGH UNDERSTANDING
- 9. When opportunityfor impact is most relevant to them donors do experience joy
- 10. MID-LEVELIS ABOUT: BUILDINGDONORLOYALTYAND“STICKINESS” OPENINGANOTHERDOORFORPASSIONATESUPPORTERSTOSTEPINTO CREATINGUNIQUE EXPERIENCESFORYOURMOSTLOYALDONORS IDENTIFYINGTHE BESTMAJOR GIFTPROSPECTS CREATINGUPGRADEOPPORTUNITIESTHROUGHDIRECTMARKETING
- 11. 11 COMMON CHALLENGES 2 1 LIMITED BUDGET SILOS3 LIMITED INTELLIGENCE
- 12. A BRIDGE TO LOYALTY
- 13. MID-LEVELIS PREDICTABLE: 1-2% TURN INTO MAJORGIFTS EACH YEAR, CREATING YOUR MOST LOYAL, PREDICTIBLE REVENUE STREAM
- 15. 1515 BEGIN WITH YOUR DEFINITION • Top 5% of direct marketingdonors • Rangebetween$1,000 and Major Gifts • Formula = 3X average giftx 12 months 15
- 16. 1616 CONNECT THEPIECESOF THE PUZZLE 16 SWEET SPOT DEDICATED RESOURCES MID-LEVELSEGMENT UNIQUE DONOR EXPERIENCE
- 17. WHAT WOULD PEGGY DO? CREATE A BRAND EXPERIENCE MAKE THEMFEELUNIQUE BUILD A COMMUNITY
- 18. 1818 BESTPRACTICE AND RULESOF THUMB • Relationship-based prioritization • Internal and external insights • Strategic personal connections • Understanding channelpreference • Continuing the conversation 18
- 19. 19 UPGRADES & DOWNGRADES 1 PASS TO MAJOR GIFTS SET FREE3 TAKETHEM BACK2
- 20. BENEFITS TO DIRECT MARKETING & MAJOR GIFTS
- 21. IMPACT OFMID-LEVEL INCREASE RETENTION OF DIRECT MARKETING PROACTIVELY IDENTIFY MAJOR GIFT OPPORTUNITIES CREATE ENGAGING DONOR EXPERIENCES
- 22. MEASURING IMPACT
- 23. 2323 WHAT METRICS SHOULD YOU TRACK? 23 1 Y-O-Y RETENTION MAJOR GIFT UPGRADES3 ENGAGEMENT METRICS2
- 24. 2424 GAIN KEY INSIGHTS TOINFORM STRATEGY 24
- 26. 2626 ELEMENTSOF SUCCESS 26 1 INSIGHTS 3DEFINITION2 EXPERIENCE
- 27. 2727 GET STARTEDTODAY • Identify your mid-level definition • Begin to personally engage your highest value donors • Set up weekly gift reports and thank you’s • Create a survey to understand communication preferences • Call Whitney orRyan 27
- 28. RECAP OF TODAY: HOW TODEFINEMID-LEVELGIVING PRACTICALTACTICSYOUCANIMPLEMENTTOMORROW TOOLSANDRESOURCESTOSUPPORTYOURMID-LEVELPROGRAM HOW TOGET STARTEDTODAY 2 1 3 4
- 29. 29 29 Whitney Norman Director, Client Solutions Whitney.Norman@pursuant.com Ryan Carpenter Director, Market Solutions Ryan.Carpenter@pursuant.com Stay in touch THANK YOU! CHECK YOUR INBOX FOR OUR MID-LEVEL CHECKLIST pursuant.com/resources
- 30. thank you! pursuant.com • 214.866.7700
- 31. AGENDA 2 1 WHAT ISMID-LEVEL& WHY ITSIMPORTANT GOODRULESTOFOLLOW3 4 BENEFITSTODIRECTMARKETING& MAJOR GIFTS MEASURINGIMPACT A BRIDGETOLOYALTY 5 GETSTARTEDTODAY6