While most aspects of P2P fundraising have transitioned to the digital age, the standard procedure for receiving and processing offline donations has remained frozen in time – many nonprofits still require checks to be mailed in after collection. To streamline gift processing and ease frustration on the part of chapters, participants, and staff, the Alzheimer’s Association chose to implement Boundless Fundraising Mobile Check Deposit earlier this year. Join us as Noel Beebe, National Director of Digital Fundraising at Alzheimer’s Association, shares some early results that the organization has seen for The Longest Day event program and why they are excited to launch Mobile Check Deposit for Walk to End Alzheimer’s this fall.

1. Mobile Check Deposit
September 19, 2018

2. Agenda
• About us
• Today’s process
• How it works
• Alzheimer’s story
• Key takeways
2

3. 3
About Us
Noel Beebe
Director, Digital
Fundraising
Alzheimer’s Association
Kathy Kempff
Senior Vice
President of Products
Charity Dynamics

4. Today’s Process

5. How much of your fundraising
happens offline?
Ø Average org does 37% offline
Ø Large events: up to 75%

6. How much of your offline
donations are lost?
Ø Estimate up to 10% of checks
are never deposited

7. Participants collect
offline donations
Participants bring
donations to event
Event Managers mail
offline donations
Offline money is
confirmed for the event
Donations processed by
lockbox + deposited
Typical Offline Donation Process
Multiple steps and lag time result in:
• Bounced checks
• Lost checks
• Lost interest on donations
• Lack of participant or donor recognition
• Missed engagement/donation from donor

8. How it works

9. How it works
• Incorporate mobile check deposit technology into
Boundless Fundraising Mobile App to create a more
efficient process for handling checks
• Check deposit transactions are created in Luminate Online
• Offered in partnership with Mitek, award-winning mobile
deposit solution
– Used by more than 6,100 financial institutions
– Over 2 billion mobile check deposits
– 10/10 top retail banks

10. How it works?
Check Deposited Check Validation
Payment
Processing
Bank
Reconciliation &
Reporting

11. Participant Process
Step 1:
Participant
collects offline
donations
Step 2:
Participant
deposits
checks via
mobile app
Funds deposited into
org’s bank
Donor information
updated and
stewardship process
begins
Step 3:

12. Admin Check Process
• Admin check process involves Affiliate
staff/volunteers to deposit checks on
behalf of participants.
• Process would involve selecting the
event, participant and donor the check
should be crediting
• Use case
• Day of event for participants
checking into the event
• At the local affiliate office for
checks that are mailed in by the
participant

13. Admin Experience
• Ability to deposit checks on behalf of participants and
have the transactions created in Luminate Online for a
365 view of participant fundraising
• Reduce time for check processing, no need to gather
checks and mail them off to a Lockbox for processing
• Reduce data entry costs for deposited check transactions

14. Participant Experience
• Participant fundraising information up to date including check
transactions created in Luminate Online
• Fundraising information available sooner for incentive gift
redemption
• Push notification sent to participant with confirmation of new
donations
• Ability to thank check donors in the mobile app

15. Simple, direct process =
• Checks deposited sooner; interest earned
• Less lost checks
• Less bounced checks
• Reduce data entry for check deposits
• Reduce the time for participants checks to be processed

16. What’s it like?
The mobile app experience

17. Check Deposit
• Ability for participants to take a picture of the
front/back of the check and enter in the check
amount
• Help option for custom FAQ

18. Check Image Capture

19. Donor Information
• Check # auto populated
• Check amount auto populated but editable by
user
• Company/Individual option
• Credit Participant/Team option
• Participants enters in the first name, last name
and if the donation should be Anonymous
• Email optional
• Mailing address required - Street, City, State, Zip

20. Deposit Confirmation
• Participant is able to view the deposit confirmation on
screen and will receive an email confirmation
• A confirmed offline transaction is sent to Luminate
Online with the donation information
• Email donation receipt can be configured in LO
• Mail option if address was entered using existing
integration into offline CRM
• All transactions are uniquely source coded for reporting
purposes

21. Alzheimer’s Story

22. Why mobile deposit was right for the Alzheimer’s Association
• You can do The Longest Day wherever you are…
but how do you turn in the $$$?
• Fiscal year-end crunch!!!
• Organizational priority: streamline gift processing
• Makes life easier for chapter staff and gives the participant more control

23. The Longest Day Mobile app
Went live May 31st, just 3 weeks before the event on June 21st.

24. Results
• Season Total for Mobile Check Deposit:
$968,881
• 24% of Offline Donations
• 4,542 total checks deposited via app
– Didn’t have to be mailed, entered in
Luminate or deposited!
– 469 were Company Checks
24
$0
$10,000
$20,000
$30,000
$40,000
$50,000
$60,000
$70,000
$80,000
5/31/2018 6/30/2018 7/31/2018 8/31/2018
Total Deposited
Fiscal Year
End
Incentive
Deadline
Season End

25. The Longest Day Mobile App Adopters and Users
• 2017 – 370 Mobile App users
• 2018 – 797 Mobile App users
– 75% (594) used the Mobile Check Deposit
• A 115% increase in Mobile App Users!
25

26. Mobile Revenue on the App
• From 2016 to 2017, Mobile App Revenue grew by 38%
• From 2017 to 2018, Mobile App Revenue grew by 57%
ü Those that downloaded the mobile app simply to deposit
checks, also used the app to send more messages and
raise more online donations
26

27. Why it worked
• Gave more control to chapter staff and fundraiser to get funds entered quickly
• Saved time and offset the cost of mailing/data entry
• Less risk of lost checks, forgetting to send, data entry mistakes, etc.
Mobile check deposit was an absolute game changer for The Longest Day. Allowing us to deposit
donations in a fraction of the time.
Because of the labor-intensive process of batch processing Walk donations, it takes our small staff
many days to get all the gifts submitted following the Walks, impeding our post-event fundraising
efforts.
This is my strong encouragement to do what you can to get the mobile check deposit operational
for Walk as soon as possible. This, too, is our sincere thanks for your efforts!
- Lynn Mullowney
Executive Director, Alzheimer's Association-Montana Chapter

28. Up next…
28

29. Key takeaways

30. Key Takeaways
• Solution allows participants and admins to process checks
in real time rather than mailing them to a lockbox for
processing
• Empowers your participants and allows them to get credit
for donations right away = instant gratification
• Reduce time between when the check is written to reduce
the likelihood of the check not ever being deposited
30

31. Questions?

32. THANK
©2018 Charity Dynamics
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