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 Best  Practices  for  
Peer-­‐to-­‐Peer  
Fundraising    
7/7/16  
1pm  Eastern  
The  presentation  will  begin  shortly.
3
This  presentation  is  being  recorded!  

The  recording  and  slides  will  be  emailed  to  you.  
Please  chat  in  any  questions  for  our  guest.    
We  will  answer  them  in  the  formal  Q&A  session    
at  the  end  of  the  presentation.  
Follow  along  on  Twitter  with  #Bloomerang  @BloomerangTech.  
For  best  audio  quality,  dial  in  by  phone.

(check  your  email  for  dial-­‐in  info  from  ReadyTalk)
Before  we  get  started  »
3
https://bloomerang.co/demo/video
3
Our  guest  presenter  »
Todd  Baylis|  @qgiv  
• President  and  a  founder  of  Qgiv  
• Treasurer  for  the  Lakeland  Area  
Economic  Development  Council  
• Director  for  the  Imperial  Symphony  
Orchestra.  
• Previously  Director  for  the  United  Way  
of  Central  Florida,  the  Lakeland  Area  
Chamber  of  Commerce,  Camp  Fire  
USA  Sunshine  Council  (Past  President),  
and  as  a  past  Steering  Committee  
Member  of  Lakeland  Vision  and  
Emerge  Lakeland.  
Leveraging a Network of Networks
P2P Fundraising
Little About Me
President & Co-Founder of Qgiv
Live and work in Central Florida (Lakeland)
We work with over 1,800 organizations that raise more
than $100MM online annually.
First, Why Peer-to-Peer?
Effective use of your organization’s influencers
– Introduces you to their audience, expands your reach
Other people telling your story
– Builds more trust and deepens your brand
Targeting different audiences than you currently do
– Reduces supporter and donor fatigue
Sustainable revenue from year to year if managed
Types of P2P Events & Structure
Event Driven
– Typically Runs/Walks/A-Thon
Campaign Driven (Crowdfunding)
– Issue or appeal driven, sometimes tied to an existing event
DIY (Do-It-Yourself)
– Ties fundraising to milestone personal events (birthdays,
anniversaries, weddings, etc.)
Examples – Event Driven
Event is the primary focus, with
fundraising attached as a
primary appeal.
People can register and/or
fundraise with the event.
Typically athletic events or A-
thon type events
Thermometer shows progress
toward fundraising goal
Leaderboards show fundraising
leaders & competitors
Examples – Campaign Driven/Hybrid
Lakeland Volunteers in Medicine
Recruited community leaders to participate in an already
existing swan boat race
Participants combined online fundraising with off-line
methods (signs, get-togethers, etc.)
Fostered friendly competition with badges, leaderboards,
and thermometers
20 participants raised more than $60,000 for the event.
Junior Achievement Bowl-a-thons
Chapters across the country host multiple
events each year
Companies compete as teams to raise
money for the organization
Easy to set up the event home page and
include resources for a large number of
participants
Updates in real time and can be displayed
during the event
Event Examples - DIY
Participant dedicates life event
(birthday, anniversary, wedding,
etc.) as reason for raising money
Includes a special message from
the fundraiser, but the style and
theme of the page are set up by
the nonprofit
Potential donors can see who else
has donated
Creating a page is simple and
designed per life event
Benefits of P2P vs. Traditional Appeals
Your influencers telling your story is more powerful (and
more likely in campaigns versus events)
Top of funnel development for donors and moves
management
Donations are seen as in support of the participant and not
directly associated with the organization
– BUT, P2P donors know only a little about you. Educate them.
Participant Engagement
Foundation of success occurs months before the first
participant engages with the platform
Identify, recruit and train your best influencers
(participants) on the platform OFFLINE
Reinforce the story and WHY they are participating and
WHY you need their help
Participant Engagement
Spend resources building content, messaging strategy and
all default communications
Platform selection is vital and at a minimum should provide
ease of use, mobile/responsive design, and promote
competition and gamification
Be sure to allocate the necessary resources and staff to
plan and manage the campaign. It is a full time job for a
few months.
Specific Strategies
Always provide a sense of urgency and a deadline of some
sort
Expect procrastination and minimize its effect (lean on
your influencers)
Event Timing Study
Specific Strategies
Templates are key to the success of an event. Default
personal messages, email templates and social media posts
will mostly not be altered except by your core influencers.
Provide training (offline) and getting started guides for
fundraisers, in addition to utilizing welcome quests
Examples of Participant Resources
Overview sheet to
educate the public about
your organization and
event
Fundraising tip sheet
Printable promotional
material in postcard
format
Specific Strategies
Badges are simple, yet
effective
Consider offering real-life
prizes tied to badges or
fundraising goals
Finally, DO NOT charge to
fundraise or participate in
Campaign or DIY P2P
Events
Like Everything, P2P is a Process
Building a success campaign is a multi-year process and
requires disciplined execution
Set stakeholder expectations appropriately, learn from
mistakes or inefficiencies encountered with your specific
audience and adapt next year.
Questions?
https://bloomerang.co/resources
•Nonprofit  Wrap-­‐Up  
•Bloomerang  TV  
•Bloomies
•Daily  blog  post  
•Weekly  webinars  
•Downloadables
Our  next  free  webinar  »
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Thursday, July 14th – 1:00pm Eastern
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Best Practices for Peer-to-Peer Fundraising

  • 1.  Best  Practices  for   Peer-­‐to-­‐Peer   Fundraising     7/7/16   1pm  Eastern   The  presentation  will  begin  shortly.
  • 2. 3 This  presentation  is  being  recorded!  
 The  recording  and  slides  will  be  emailed  to  you.   Please  chat  in  any  questions  for  our  guest.     We  will  answer  them  in  the  formal  Q&A  session     at  the  end  of  the  presentation.   Follow  along  on  Twitter  with  #Bloomerang  @BloomerangTech.   For  best  audio  quality,  dial  in  by  phone.
 (check  your  email  for  dial-­‐in  info  from  ReadyTalk) Before  we  get  started  »
  • 4. 3 Our  guest  presenter  » Todd  Baylis|  @qgiv   • President  and  a  founder  of  Qgiv   • Treasurer  for  the  Lakeland  Area   Economic  Development  Council   • Director  for  the  Imperial  Symphony   Orchestra.   • Previously  Director  for  the  United  Way   of  Central  Florida,  the  Lakeland  Area   Chamber  of  Commerce,  Camp  Fire   USA  Sunshine  Council  (Past  President),   and  as  a  past  Steering  Committee   Member  of  Lakeland  Vision  and   Emerge  Lakeland.  
  • 5. Leveraging a Network of Networks P2P Fundraising
  • 6. Little About Me President & Co-Founder of Qgiv Live and work in Central Florida (Lakeland) We work with over 1,800 organizations that raise more than $100MM online annually.
  • 7. First, Why Peer-to-Peer? Effective use of your organization’s influencers – Introduces you to their audience, expands your reach Other people telling your story – Builds more trust and deepens your brand Targeting different audiences than you currently do – Reduces supporter and donor fatigue Sustainable revenue from year to year if managed
  • 8. Types of P2P Events & Structure Event Driven – Typically Runs/Walks/A-Thon Campaign Driven (Crowdfunding) – Issue or appeal driven, sometimes tied to an existing event DIY (Do-It-Yourself) – Ties fundraising to milestone personal events (birthdays, anniversaries, weddings, etc.)
  • 9. Examples – Event Driven Event is the primary focus, with fundraising attached as a primary appeal. People can register and/or fundraise with the event. Typically athletic events or A- thon type events Thermometer shows progress toward fundraising goal Leaderboards show fundraising leaders & competitors
  • 10. Examples – Campaign Driven/Hybrid
  • 11. Lakeland Volunteers in Medicine Recruited community leaders to participate in an already existing swan boat race Participants combined online fundraising with off-line methods (signs, get-togethers, etc.) Fostered friendly competition with badges, leaderboards, and thermometers 20 participants raised more than $60,000 for the event.
  • 12. Junior Achievement Bowl-a-thons Chapters across the country host multiple events each year Companies compete as teams to raise money for the organization Easy to set up the event home page and include resources for a large number of participants Updates in real time and can be displayed during the event
  • 13. Event Examples - DIY Participant dedicates life event (birthday, anniversary, wedding, etc.) as reason for raising money Includes a special message from the fundraiser, but the style and theme of the page are set up by the nonprofit Potential donors can see who else has donated Creating a page is simple and designed per life event
  • 14. Benefits of P2P vs. Traditional Appeals Your influencers telling your story is more powerful (and more likely in campaigns versus events) Top of funnel development for donors and moves management Donations are seen as in support of the participant and not directly associated with the organization – BUT, P2P donors know only a little about you. Educate them.
  • 15. Participant Engagement Foundation of success occurs months before the first participant engages with the platform Identify, recruit and train your best influencers (participants) on the platform OFFLINE Reinforce the story and WHY they are participating and WHY you need their help
  • 16. Participant Engagement Spend resources building content, messaging strategy and all default communications Platform selection is vital and at a minimum should provide ease of use, mobile/responsive design, and promote competition and gamification Be sure to allocate the necessary resources and staff to plan and manage the campaign. It is a full time job for a few months.
  • 17. Specific Strategies Always provide a sense of urgency and a deadline of some sort Expect procrastination and minimize its effect (lean on your influencers)
  • 19. Specific Strategies Templates are key to the success of an event. Default personal messages, email templates and social media posts will mostly not be altered except by your core influencers. Provide training (offline) and getting started guides for fundraisers, in addition to utilizing welcome quests
  • 20. Examples of Participant Resources Overview sheet to educate the public about your organization and event
  • 23. Specific Strategies Badges are simple, yet effective Consider offering real-life prizes tied to badges or fundraising goals Finally, DO NOT charge to fundraise or participate in Campaign or DIY P2P Events
  • 24. Like Everything, P2P is a Process Building a success campaign is a multi-year process and requires disciplined execution Set stakeholder expectations appropriately, learn from mistakes or inefficiencies encountered with your specific audience and adapt next year.
  • 26. https://bloomerang.co/resources •Nonprofit  Wrap-­‐Up   •Bloomerang  TV   •Bloomies •Daily  blog  post   •Weekly  webinars   •Downloadables
  • 27. Our  next  free  webinar  » How to Captivate and Engage Constituents with Your Website Thursday, July 14th – 1:00pm Eastern Jay Wilkinson https://bloomerang.co/resources/webinars