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PRESENTING YOUR
VIRTUAL ASK
Presenter: Kristal Frazier
Keynote Speaker, $200 Million-Dollar Fundraiser
FundJoy LLC
KristalFrazier.com
FundJoy LLC PowerPoint presentations and materials are designed
to be accurate and authoritative, but do not provide legal,
accounting, or similar professional services. The client/attendee
remains solely responsible for compliance with all applicable laws,
regulations, and accounting standards. If legal, accounting, or other
expert advice is desired, the client/attendee should retain the
services of an appropriate professional.
Photocopying, distributing, or using FundJoy LLC trademarked and
copyrighted materials electronically, without the trademark and
copyright owner’s express written consent, is strictly
prohibited. Consent is granted for the use of purchasers of the
workshop/webinar, and then solely for the use of registered
attendees of the workshop/webinar. No right or license is given to
reproduce the materials in any form or format, or to place the
materials in any format on any website or blog, or to otherwise
republish it in any manner without the express written permission of
the trademark and copyright holder, FundJoy LLC.
POLL QUESTION
What's your most significant challenge in virtual
fundraising?
1. "I struggle with engaging donors effectively and
making them feel connected to our cause in the
virtual space."
2. "Dealing with technical issues on various online
platforms has been a major roadblock for us."
3. "Building and maintaining a strong online
community of supporters has proven to be quite
challenging."
4. "Creating compelling fundraising content that
stands out in the digital realm is a constant hurdle
we face."
Agenda
Creating Compelling Virtual Asks
Voice | Values | Vision
Zoom as a Virtual Newsletter
Creating a Year-End Giving Plan
Giving Tuesday or Creating Your Unique Giving Day?
CREATING COMPELLING
VIRTUAL ASKS
Creating Compelling Virtual Asks
• Stay true to your organization's mission, values, and vision.
• Keep your goals in mind: building connections and fostering
community.
• Prioritize intentional authenticity, as it leads to increased volunteer
engagement. Why is this important?
Creating Compelling
Virtual Asks
Scenario #1: “In person meetings with
donors are not possible.”
Solution: Request a Zoom briefing with
major donors. If the response rate is low,
record the briefing and send it to them for
later viewing.
Creating Compelling Virtual Asks
Scenario #2: “Volunteer engagement has decreased within the last
few years.”
Solution: Use your communication channels to showcase testimonials
from current volunteers and leverage them as a call to action.
Creating Compelling Virtual Asks
Scenario #3: “We are reluctant to tell donors how well we are doing
because of recent times.”
Solution: If your current campaign has outperformed the last three years
and represents a historic success for your organization, it's important to
share this news with donors.
VOICE. VISION. VALUES
Voice.
EXPRESSION
In recent years, we have realized the power of
virtual platforms. How can we ensure that
our message resonates through a
computer screen?
Voice.
EXPRESSION
In the last two years, I have made more fundraising requests using a
virtual platform than via email or phone. Times have changed.
Voice.
TONE
Consider your on-screen presence.
Voice.
TONE
Your body language conveys your organization's
attitude.
Your body language reflects your organization's culture.
Voice.
POWER OF PAUSE
When you talk endlessly, people react in
one of two ways:
1. They zone out of the conversation.
2. They end the conversation before you
make The Ask.
Use Zoom as a Virtual Newsletter
Nonprofits are using Zoom for fundraising and donor briefings, which is a
great way to use Zoom as a virtual newsletter.
Source: https://nonprofitrate.com/zoom/
Zoom as a Virtual Newsletter
Share organizational/campaign updates…
Acknowledge your donors ...
Profile your volunteers ...
Share impactful stories. ...
Promote Upcoming Events.
Zoom as a Virtual
Newsletter
TIP…
Take a video and repurpose it on your
social media channels and websites.
YEAR-END GIVING PLAN
7 SIMPLE STEPS
Giving Tuesday/Your Giving Day
campaign in 10 steps
Step 1
Delegate Duties
Form your Giving Tuesday team
Set goals and giving levels
Decide where the money is going
Create a list of tasks for staff, board and volunteers
Step 2
Create Portfolio
Get your graphics together, colors, theme, branding
Gather/create marketing materials
Create your portfolio
Step 3
PORTFOLIO COMPONENTS
○ Script for Employees
○ Photos/Video
○ Pre-written posts
○ Stories/Testimonials
○ Release Forms
○ Event Details
○ Campaign Results
○ Donor Stats
Step 4
Write the Social Media Script
Create the script for volunteers and staff and board members
Don’t forget to use relevant hashtags
Create a unique hashtag
Step 5
Communicate Frequently
Create newsletters and blog posts about Giving Tuesday
Repost your blog post on Giving Tuesday to all social media outlets
Post on your Giving Tuesday Facebook & LinkedIn page
Step 6
Use Facebook/LinkedIn
Create a Facebook event about your Giving Tuesday campaign
Invite your followers, volunteers and board members
Create a LinkedIn post on your company page
Step 7
Social Media Posting
● Post three times per month and encourage people to give
BEFORE Giving Tuesday
○ 1st post - post about your program and its impact
○ 2nd post - post a video of a volunteer/staff or board
member testimonial about your org
○ 3rd post - post on your Facebook and LinkedIn pages
Step 8
Check-In Meeting
Check in with your Giving Tuesday team on updates,
tasks, and deadlines
Review graphics and marketing materials
Ensure volunteers, board, and staff scheduled their
posts
Step 9
Review
The week before Giving Tuesday is a short week. Review
steps 1-8 to make sure you are ready for game time!
Step 10
GAME TIME
● This is it, run your campaign!
○ Monitor progress throughout the day
○ Thank donors by retweeting or replying
Wrap-Up
● The week after Giving Tuesday, thank your donors via social
media, blog AND newsletter
● Complete your wrap up no later than the Monday after Giving
Tuesday
Keynote Speaker, Public Speaking Coach
Assertive Ask® Founder
$200 Million-Dollar Fundraiser
FundJoy LLC
kristalfrazier.com
speak@kristalfrazier.com
LinkedIn: /kristalfrazier

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Presenting your Virtual Ask.pdf

  • 1. PRESENTING YOUR VIRTUAL ASK Presenter: Kristal Frazier Keynote Speaker, $200 Million-Dollar Fundraiser FundJoy LLC KristalFrazier.com
  • 2. FundJoy LLC PowerPoint presentations and materials are designed to be accurate and authoritative, but do not provide legal, accounting, or similar professional services. The client/attendee remains solely responsible for compliance with all applicable laws, regulations, and accounting standards. If legal, accounting, or other expert advice is desired, the client/attendee should retain the services of an appropriate professional. Photocopying, distributing, or using FundJoy LLC trademarked and copyrighted materials electronically, without the trademark and copyright owner’s express written consent, is strictly prohibited. Consent is granted for the use of purchasers of the workshop/webinar, and then solely for the use of registered attendees of the workshop/webinar. No right or license is given to reproduce the materials in any form or format, or to place the materials in any format on any website or blog, or to otherwise republish it in any manner without the express written permission of the trademark and copyright holder, FundJoy LLC.
  • 3. POLL QUESTION What's your most significant challenge in virtual fundraising? 1. "I struggle with engaging donors effectively and making them feel connected to our cause in the virtual space." 2. "Dealing with technical issues on various online platforms has been a major roadblock for us." 3. "Building and maintaining a strong online community of supporters has proven to be quite challenging." 4. "Creating compelling fundraising content that stands out in the digital realm is a constant hurdle we face."
  • 4. Agenda Creating Compelling Virtual Asks Voice | Values | Vision Zoom as a Virtual Newsletter Creating a Year-End Giving Plan Giving Tuesday or Creating Your Unique Giving Day?
  • 6. Creating Compelling Virtual Asks • Stay true to your organization's mission, values, and vision. • Keep your goals in mind: building connections and fostering community. • Prioritize intentional authenticity, as it leads to increased volunteer engagement. Why is this important?
  • 7. Creating Compelling Virtual Asks Scenario #1: “In person meetings with donors are not possible.” Solution: Request a Zoom briefing with major donors. If the response rate is low, record the briefing and send it to them for later viewing.
  • 8. Creating Compelling Virtual Asks Scenario #2: “Volunteer engagement has decreased within the last few years.” Solution: Use your communication channels to showcase testimonials from current volunteers and leverage them as a call to action.
  • 9. Creating Compelling Virtual Asks Scenario #3: “We are reluctant to tell donors how well we are doing because of recent times.” Solution: If your current campaign has outperformed the last three years and represents a historic success for your organization, it's important to share this news with donors.
  • 11. Voice. EXPRESSION In recent years, we have realized the power of virtual platforms. How can we ensure that our message resonates through a computer screen?
  • 12. Voice. EXPRESSION In the last two years, I have made more fundraising requests using a virtual platform than via email or phone. Times have changed.
  • 14. Voice. TONE Your body language conveys your organization's attitude. Your body language reflects your organization's culture.
  • 15. Voice. POWER OF PAUSE When you talk endlessly, people react in one of two ways: 1. They zone out of the conversation. 2. They end the conversation before you make The Ask.
  • 16. Use Zoom as a Virtual Newsletter Nonprofits are using Zoom for fundraising and donor briefings, which is a great way to use Zoom as a virtual newsletter. Source: https://nonprofitrate.com/zoom/
  • 17. Zoom as a Virtual Newsletter Share organizational/campaign updates… Acknowledge your donors ... Profile your volunteers ... Share impactful stories. ... Promote Upcoming Events.
  • 18. Zoom as a Virtual Newsletter TIP… Take a video and repurpose it on your social media channels and websites.
  • 19. YEAR-END GIVING PLAN 7 SIMPLE STEPS
  • 20.
  • 21.
  • 22.
  • 23.
  • 24. Giving Tuesday/Your Giving Day campaign in 10 steps
  • 25. Step 1 Delegate Duties Form your Giving Tuesday team Set goals and giving levels Decide where the money is going Create a list of tasks for staff, board and volunteers
  • 26. Step 2 Create Portfolio Get your graphics together, colors, theme, branding Gather/create marketing materials Create your portfolio
  • 27. Step 3 PORTFOLIO COMPONENTS ○ Script for Employees ○ Photos/Video ○ Pre-written posts ○ Stories/Testimonials ○ Release Forms ○ Event Details ○ Campaign Results ○ Donor Stats
  • 28. Step 4 Write the Social Media Script Create the script for volunteers and staff and board members Don’t forget to use relevant hashtags Create a unique hashtag
  • 29. Step 5 Communicate Frequently Create newsletters and blog posts about Giving Tuesday Repost your blog post on Giving Tuesday to all social media outlets Post on your Giving Tuesday Facebook & LinkedIn page
  • 30. Step 6 Use Facebook/LinkedIn Create a Facebook event about your Giving Tuesday campaign Invite your followers, volunteers and board members Create a LinkedIn post on your company page
  • 31. Step 7 Social Media Posting ● Post three times per month and encourage people to give BEFORE Giving Tuesday ○ 1st post - post about your program and its impact ○ 2nd post - post a video of a volunteer/staff or board member testimonial about your org ○ 3rd post - post on your Facebook and LinkedIn pages
  • 32. Step 8 Check-In Meeting Check in with your Giving Tuesday team on updates, tasks, and deadlines Review graphics and marketing materials Ensure volunteers, board, and staff scheduled their posts
  • 33. Step 9 Review The week before Giving Tuesday is a short week. Review steps 1-8 to make sure you are ready for game time!
  • 34. Step 10 GAME TIME ● This is it, run your campaign! ○ Monitor progress throughout the day ○ Thank donors by retweeting or replying
  • 35. Wrap-Up ● The week after Giving Tuesday, thank your donors via social media, blog AND newsletter ● Complete your wrap up no later than the Monday after Giving Tuesday
  • 36. Keynote Speaker, Public Speaking Coach Assertive Ask® Founder $200 Million-Dollar Fundraiser FundJoy LLC kristalfrazier.com speak@kristalfrazier.com LinkedIn: /kristalfrazier