FrontStream Fundraising Solutions New Enhancements Overview - #FSCON15
1. June 8-9th | Las Vegas
FrontStream Fundraising Solutions
New Enhancements Overview
Mark Connolly Tom Kiriakou
Director, Product Management Director, Account Management
Grant Halsey Meg Savin
Product Manager Account Manager
2. June 8-9th | Las Vegas
Overview
New Product Features
① Giving Day & Project Based Fundraising
② Fundraising Minimums on FirstGiving
③ FirstGiving in Canada
④ Integration into the FrontStream CRM
⑤ Volunteer Management for P2P Events
⑥ Mobile Optimized Registration
⑦ Dynamic Suggested Donation Amounts
Q & A
Breakout Session
3. June 8-9th | Las Vegas
Giving Day & Project-based Fundraising
on FirstGiving
4. June 8-9th | Las Vegas
• Add to any peer-to-peer event
• Collect custom information
(t-shirt size, birthdate, etc.)
• Charge a registration fee
• Add a liability waiver
• Register groups
• Marathons
• Run/Walk/Ride Events
• Plunge Events
• Open-ended grassroots options
• Robust TEAM fundraising options
Custom Event RegistrationPeer-to-Peer Fundraising
Classic FirstGiving Features
5. June 8-9th | Las Vegas
Thinking Beyond Peer-to-peer:
Why Do We Give?
12. June 8-9th | Las Vegas
Benefits of Giving Days
• New donor acquisition
• Giving Days have yielded 20% to 60% new donors for participating nonprofit organizations.
• Engage existing but untapped base
• 70% of millennials are willing to raise money on behalf of a nonprofit they care about.
• 75% of millennials like retweet, or share content.
• 83% of millennials made a financial gift to an organization.
• Raise Awareness
• The Miami Foundation had nearly 8 million impressions on Facebook and Twitter on Give
Miami Day, while GiveMN generated over 11,000 tweets, 375 Facebook “likes” and 65,000
livestream viewers on Give to the Max Day.
13. June 8-9th | Las Vegas
New FirstGiving Option: “Giving-Day” Model
Giving Days
Awareness Month Campaigns
14. June 8-9th | Las Vegas
Giving Days on FirstGiving
Feature your inspiring stories
on special landing pages
Real-time totals, leaderboards
and reporting on the progress of
the day of your campaign
Mobile Ready with a clean,
simple, donation process
15. June 8-9th | Las Vegas
New FirstGiving Option: Project Pages
Buy SomethingBuild Something
16. June 8-9th | Las Vegas
Project Fundraising on FirstGiving
Easy for your team to set up,
update, and manage -- Creating a
great campaign page takes only
minutes with our simple editor
Leverage the power of your
supporters under the trust and
security of the FirstGiving platform
Send an automated thank
you and tax receipt
17. June 8-9th | Las Vegas
Campaign Success!
Platform
Strategic
social
media
plan
Clear end
goal
Post-event
communication
plan
Recipe for Success
Target
audience
18. June 8-9th | Las Vegas
Multiple nonprofits will have ability to jointly create campaign for…
• Disaster relief
• Research efforts
• Advocacy
…Or any other combined effort!
New FirstGiving Option: Multi-charity Appeal
19. June 8-9th | Las Vegas
Fundraising Minimums on FirstGiving
20. June 8-9th | Las Vegas
Fundraising Minimums
On FirstGiving last year…
• Only 46% of fundraisers met the agreed
fundraising minimum
• Collecting the shortfall would result in
21% increase in donations for the event
Fundraising minimums are the simplest
way to ensure you’re not leaving
donations on the table.
22. June 8-9th | Las Vegas
Even More FirstGiving Goodness
Leverage FirstGiving’s
aggregation platform to
accept donations with no
merchant ID
Use FirstGiving’s paid event
registration and peer-to-peer
capabilities to fundraise for
any recognized charity
Automatically send
compliant tax receipts
23. June 8-9th | Las Vegas
FrontStream CRM Integration to P2P
24. June 8-9th | Las Vegas
The FrontStream CRM
• Platform to manage your donors, donations, events and volunteers
• Easily customized reports to fit your needs
• Segmented “smartlists” to send targeted communication to supporters
• Integrations with both FrontStream fundraising platforms (FirstGiving and
Fundraising Pro)
• Integrations with Quickbooks, MailChimp and Constant Contact
25. June 8-9th | Las Vegas
Donor
Fundraiser
Team
Fundraiser
Event Name / ID
Fundraiser Name
Team Name
Fundraiser Contact Info
Registration Date
Fundraiser ID
FundraiserDonorReg. Fees
Donor
Event Name / ID
Donor Name
Donor Contact Info
Donation Amount
Donation Date
Fundraiser ID
Payment Information
Tribute Type
Registration Fees
Event Name / ID
Payment Information
Fundraiser ID
26. June 8-9th | Las Vegas
Data Values Passed to the CRM
Person Information Registration Information Donation Information
Fundraiser/Donor Unique Identifier Registration Unique Identifier Emergency Contact Person Phone 2 Donation Unique Identifier
Title Fundraiser Unique Identifier Team ID Donation Date
Name Event ID Team Name Donation Amount
Organization Name Event Name Team Registration Status Donation Currency
Language Preference Registration Status Team Captain ID Donor Unique Identifier
Address Type Registration Date Team Fee Amount Fundraiser Unique Identifier
Address Registration Fee Amount Team Fee Currency Team Unique Identifier
City Paid By Fundraiser ID Team Goal Amount Team Name
Province/State User Defined Field Team Type Event ID
Postal/Zip Code Fee Amount Payment ID Event Name
Country Fee Currency Transaction ID Event Export ID
Phone Number Fee Status Payment Date Tribute Name
Mobile Phone Number Fundraising Goal Payment Amount Tribute Type
Email Address Participant Number Payment Currency User Defined Field
Email Permission Registered By ID Payment Method Processing Fee Amount
Post Permission Registration Type Payment Status Credit Card Type
Search Consent CC Type Credit Card Holder Name
Transaction ID CC Holder Name Payment Method
Emergency Contact Person ID CC Expiry Date
Emergency Contact Person Phone 1 CC Authorization
27. June 8-9th | Las Vegas
The Power of Integration
Use Donor
Intelligence to
raise more…
28. June 8-9th | Las Vegas
One-Time Donors
Occasional Donors
Monthly Donors
Volunteers
Fundraisers
Impact Email Volunteer
Email
Impact Email Volunteer
Email
Volunteer
Email
Open Rate
Click Rate
The FrontStream CRM
29. June 8-9th | Las Vegas
Volunteer Management in Fundraising Pro P2P Events
30. June 8-9th | Las Vegas
• Volunteers are of huge value to nonprofit organizations.
• Approximately a hundred million people volunteer each year with an
annual value in the range of $150 billion.
• Volunteers help save money, can provide great services to clients,
closely connected to the community and reduce costs of services.
• They are instrumental in executing a great event.
Why are Volunteers Important?
31. June 8-9th | Las Vegas
Walk/Run/Ride Event
Event Day Setup
Event Day Tear Down
Course Marshal
Start/Finish Line
Water Station
Food Station
Registrant Sign in
32. June 8-9th | Las Vegas
House Build
Framing
Electrical
Roofing
Drywall
General
Good afternoon all and welcome to our session. Our plan today is to take you through the latest and greatest enhancements that we have added and will be adding to our two fundraising platforms; FirstGiving and Fundraising Pro.
To kick off, I would like to introduce you all to our presenters.
From the product team we have Mark Connolly, who is the director of Product Management at FrontStream and Grant Halsey who is the Project Manager for our First Giving Platform.
On the Account Management side of things, we have Meg Savin from our FirstGiving team and last but not least, my name is Tom Kiriakou and I am the Director of Account Management for the Non-profit sector.
Let’s get started!
Here is an overview of what we plan to present today. We have 7 new features that cross over both fundraising platforms.
We will kick off with our FirstGiving enhancements:
-We have expanded out P2P functionality to now provide Npos the ability to build out Giving Day and Project Based Fundraising pages
-For the client managing a Run/Walk/Ride, we have introduced the ability to force fundraising minimums when a fundraiser does not meet their goals
-We are also moving FirstGiving into Canada in the coming months.
-From there we would like to discuss our integration of both fundraising platforms into our CRM
Then we will move into the new enhancements on Fundraising Pro.
-We will be launching our integration of our volunteer solutions product into our P2P events module
-Our move to enhance our mobile capabilities by adding P2P registration and donations options
-Lastly, we have designed a new way of determining your giving levels within your event/campaign
Once we have completed our overview, we will open the floor to questions.
Then for the remainder of the time, we would like to give you all the opportunity to ask questions of the team on each of the products. We will situate an expert at each table and have you sit down and discuss anything that we brought up today or any questions you might have about other aspects of the system.
To get started, I would like to turn it over to Meg Savin to kick things off.
-We’re looking forward to introducing you to some of our new FirstGiving features
BUT FIRST A quick review of what you currently have available to you on FirstGiving…
Many of you have used the FirstGiving platform already for your peer-2-peer fundraising events including: marathons, run, walk ride events, polar or penguin plunges
Many of you have also used the platform for your supporters to host their own fundraising efforts through creating individual grassroots pages linked up to your nonprofit
You always have the option to incorporate team fundraising to your event
Custom registration can also be added to any FirstGiving event
This gives supporters the opportunity to answer custom questions, sign off on a liability waiver, charge a registration fee and register others
Before launching into our new Giving Day and Project-based fundraising on pages on FirstGiving …
Group mentality / social proof
People are far more apt to give when they’re part of a group. Call it peer pressure if you like, but FirstGiving’s teams, leaderboards, & sharing options allow you leverage group mentality, as well as show social proof
Tangible outcome –
Your donation buys this. We will build this. FirstGiving project pages allow you to make gifts more tangible, whether you prefer video, photos, or text.
Personal connection – peer to peer & team pages
Unlike other more one dimensional crowdfunding pages, on FirstGiving, your champions can create personal and team pages under the campaign, increasing reach and making their network more likely to give. The connection is more important than the cause for this network of potential donors
Sense of Urgency –
Even though you may be continually raising funds, donors are far more responsive when there is a deadline or an urgent need is expressed. With FirstGiving campaign pages, you can create a stronger sense of urgency by tying a campaign to a specific goal with a deadline.
Recognition –
Though we’ve been conditioned to deny it, we love recognition. Recognizing donors inspires others to give, and reinforces the positive emotions from giving. On FirstGiving donors and fundraisers can all recognized publically both on the page and via social media pushes.
Group mentality / social proof
People are far more apt to give when they’re part of a group. Call it peer pressure if you like, but FirstGiving’s teams, leaderboards, & sharing options allow you leverage group mentality, as well as show social proof
Tangible outcome –
Your donation buys this. We will build this. FirstGiving project pages allow you to make gifts more tangible, whether you prefer video, photos, or text.
Personal connection – peer to peer & team pages
**The relationship between the potential donor and the fundraiser is far more important than the cause.”Unlike other more one dimensional crowdfunding pages, on FirstGiving, your champions can create personal and team pages under the campaign, increasing reach and making their network more likely to give. The connection is more important than the cause for this network of potential donors
Sense of Urgency –
Even though you may be continually raising funds, donors are far more responsive when there is a deadline or an urgent need is expressed. With FirstGiving campaign pages, you can create a stronger sense of urgency by tying a campaign to a specific goal with a deadline.
Recognition –
Though we’ve been conditioned to deny it, we love recognition. Recognizing donors inspires others to give, and reinforces the positive emotions from giving. On FirstGiving donors and fundraisers can all recognized publically both on the page and via social media pushes.
Before launching into our new Giving Day and Project-based fundraising on pages on FirstGiving …
Group mentality / social proof
People are far more apt to give when they’re part of a group. Call it peer pressure if you like, but FirstGiving’s teams, leaderboards, & sharing options allow you leverage group mentality, as well as show social proof
Tangible outcome –
Your donation buys this. We will build this. FirstGiving project pages allow you to make gifts more tangible, whether you prefer video, photos, or text.
Personal connection – peer to peer & team pages
Unlike other more one dimensional crowdfunding pages, on FirstGiving, your champions can create personal and team pages under the campaign, increasing reach and making their network more likely to give. The connection is more important than the cause for this network of potential donors
Sense of Urgency –
Even though you may be continually raising funds, donors are far more responsive when there is a deadline or an urgent need is expressed. With FirstGiving campaign pages, you can create a stronger sense of urgency by tying a campaign to a specific goal with a deadline.
Recognition –
Though we’ve been conditioned to deny it, we love recognition. Recognizing donors inspires others to give, and reinforces the positive emotions from giving. On FirstGiving donors and fundraisers can all recognized publically both on the page and via social media pushes.
Why run a giving day?
3 main goals of giving days:
New donor acquisition: Great way to acquire new donors. (According to Kimbia) stat: Past Giving Days have yielded 20% to 60% new donors for participating nonprofit organizations.
Engage existing but untapped base: The donors who participate in online giving days tend to be demographically different – younger, less affluent, and less likely to give to more traditional/offline campaigns. Help young donors understand your organization better than ever with powerful visual storytelling and built-in social sharing – that looks beautiful on any device.stat: 70% of millennials are willing to raise money on behalf of a nonprofit they care about. 75% of millennials like retweet, or share content. 83% of millennials made a financial gift to an organization.
Raise Awareness: Giving days are not just about raising money; they’re also about raising awareness. It’s an incredible opportunity to tell your story, to inspire your connected audience of donors and non-donors. stat: The Miami Foundation had nearly 8 million impressions on Facebook and Twitter on Give Miami Day, while GiveMN generated over 11,000 tweets, 375 Facebook “likes” and 65,000 livestream viewers on Give to the Max Day.
How can we build this on FG?
We now have two new fundraising models to offer, outside of peer-to-peer fundraising pages.
The first example is what we’re calling the “Giving Day” model.
Different from a peer-to-peer event page, which would be focused on encouraging supporter to register and create a personal fundraising page, the Giving Day model is a simplified campaign page whose call-to-action is just making a donation to the campaign
Let’s look at two main examples of how your organization could use this…
1) You could create a “Giving Day” for your organization: a short, focused, 24-hour marathon of giving.
With the FirstGiving page, you start by adding pictures and video, telling a story, and picking the day for the event.
You can then start promoting the page, which will display a countdown to when the day begins, allowing you to promote the page and build buzz for the day.
Once the campaign starts, you’ll be able to track and display your progress toward your goal.
2) Similar to the “Giving Day” model is an Awareness Campaign
Usually associated with a particular month of the year.
Again, you create a custom campaign page, focusing not on “create a fundraising page”, but rather, “make a donation to this campaign” is the main call-to-action
Display and promote your results all month
You can create these campaigns with little time and resources required on your end
If you don’t have a Giving Day or Awareness Month today, this is one way to expand your giving immediately with a creative new option
These pages are all mobile optimized
Enhanced branding available—larger embedded video, unique banners per campaign, easy to upload photos
Project pages are a similar format to the Giving Day campaigns, in the sense that you’re not asking people to create fundraising page, rather just asking them to make a direct donation on this campaign.
While Giving/Awareness days are designed around a time limit, Project Pages are more focused on reaching a set fundraising goal. Instead of raising as much money as possible within 24 hours, you’d plan to raise a very specific amount of money, in a more open-ended time.
These would typically correspond with capital campaigns. Let’s take a look at two examples…
Build something --- This could be a new facility for your organization, or something more directly cause-focused, for example funding a Habitat for Humanity build, or building a school.
Buy something --- Buy a new microscope for a medical research facility. Buy some new equipment for an animal shelter. In this example the Orangutan Foundation is looking to purchase a forest for conservation efforts. Whatever the case, the goal amount is the cost of purchasing a very specific item.
In either of these two examples, you’re able to use FirstGiving in a way that didn’t exist previously
They allow you to expand your potential outside of peer to peer event fundraising, and really use the FirstGiving platform across new areas of your development efforts
Even though you may be continually raising funds, donors are far more responsive when there is an urgent need is expressed
Very simple setup that is already connected to your existing FG setup
Focus on a collaborative fundraising effort
Auto thank-yous and tax receipting are included, like always, for all FG donors
Very seamless process
As you set up your Giving Day, keep in mind the FirstGiving platform is just one tool that should be part of your greater strategy. It’s not simply “If you build it, they will come”
To be successful you want to outline your strategy ahead of time
Some of the key points to think about if you’re thinking about launching a Giving Day:
What’s the point? What are you trying to accomplish? (Be specific and transparent, i.e. Goal of $50K this month to match # of people diagnosed each year with Parkinsons)
Who are you reaching out to? Are you segmenting your audience to target those who will care most about the outcome/goal? (parents with school-aged children, volunteers, family members touched by Parkinsons, etc)
What is your communications and social media strategy? What will be your calls-to-action throughout the campaign? Have you set up scheduled tweets, Facebook posts and emails leading up to, during and after the campaign?
What messaging do you have at-the-ready for your donors to promote via social media that they have just made a donation?
FG is a powerful tool, but it is just a piece of the overall campaign strategy that will lead to success
Finally, up and coming….
The ability to create giving pages that pool together efforts of multiple nonprofits
One place to collect donations supporting more than one nonprofit
This might make sense for you it you are participating in…
-Disaster Relief
-Research efforts
-Advocacy
And a few more pieces of functionality that we want to make sure you’re aware of…
For those of you who aren’t aware, we do now allow you the ability to enforce these minimums by collecting credit card info and choosing who and how much you would like to charge at the conclusion of your event
This we have found to be particularly useful for events with higher averages per fundraiser collected such as marathons and bike rides
In 2014 on FG there were 54% of fundraisers who fell short of their goal
Having the ability to collect these would have resulted in 21% increase in donations
Simple way to easily collect funds
Ensure donations are not left on the table
FirstGiving will be available to Canadian charities moving forward, not just U.S. 501c3s
Set up direct deposit to your bank seamlessly, with no merchant accounts or IDs
All of the current capabilities that we have walked through today will also be available to recognized Canadian charities
In today's Non-For-Profit climate, data has become, for many charitable organizations, the single most valuable asset.
One of the most significant issues that charitable organizations must therefore address is data integration from their peer-to-peer product.
Without effective data integration tools and strategies, charitable organizations simply cannot utilize this information effectively
The integration of the P2P fundraising platforms (FG and FP) with the FrontStream CRM is critical to ensuring the data that is being collected at event levels is being transferred to the central location where your data ultimately lives, the CRM.
In our P2P platforms, a lot of data is captured. You have fundraiser data, donor data and team data, just to name a few things at a high level. In addition, there are interaction points between all of these data elements. There are fundraisers registering for your event, donors making donations to fundraisers or to a team or directly to the event.
While we collect data and you can report on it in the P2P platforms, typically that data is being viewed and consumed at an event level. When managing your data at an organization level that is generally done in the CRM.
The integration gives you the ability to pass over multiple pieces of data on your peer-2-peer events into the CRM.
The data passed to the CRM is done in a logical sequence. First Fundraiser information is passed, then donor information and optionally and registration fees. The sequence is important as it allows the CRM to connect the dots. So if someone makes a donation to a fundraiser, that association can be made and stored in the CRM.
We have built a deep integration between the two platforms passing a lot of data between the two.
With all the data now residing in the CRM, you have that 360 degree view of constituents with integrated online donation functionality, robust communication tools and comprehensive reporting.
The better you know your donor and target her interests the more successful you will be at engaging her
If we know that Christine, pictured here, is a member of your organization, gives annually and is a marathon team runner we will know how to better target communications and asks around volunteering, fundraising, and giving
The FrontStream CRM allows you to capture this information about your donors, organize it and use it for your cause
These integrated tools allow you to nurture your donors and volunteers through targeted communication:
Encouraging one-time donors to become more frequent donors
Regular donors to become fundraisers and ambassadors for your cause
…By leading them through each step with targeted email, calls-to-action and asks
Peer-to-Peer events are getting larger every year, requiring not just charity staff, but an entire army of volunteers to assist with pulling off the event.
For that reason, we felt it was a natural fit to incorporate volunteer management into the Fundraising Pro Event/Campaign template.
Volunteers bring a great value to a non profit organization, both by reducing costs and providing great services.
Before we look at configuring your event to allow volunteers to sign up, let’s spend a few minutes going through some fictional events and the types of volunteers that are required for each of those events.
For a successful Walk/Run/Ride event your are going to need a team of volunteers to perform different duties at different times during your event. You may require volunteers prior to the event, on the day of the event and event after the event. These are all things you need to think about as you are planning your event.
Here is just a short list of the volunteer positions that we would need to fill for this type of event.
You may need to fill even more volunteer positions for an event such as a house build. Because this type of event might be spread over a couple of weeks/months. You may need volunteers to come in one week to help with framing, then the next week volunteers to help with drywall and so on.
*First Animation*
We are pleased to announce that the ability to post volunteer opportunities for your event and have users sign up for them is now available.
Within an Event/Campaign event, you can now create and manage volunteer opportunities.
To help you understand the concept, let’s think back to our Walk/Run/Ride event. We have a least 5 different jobs that need to be filled and each one requires a specific number of volunteers.
For each job you are going to create what we call projects. Projects are the volunteer opportunities that will be displayed on the event home page.
So if we need Course Marshals, we will create a project called Course Marshals.
Once you have created the project, the next step is to create some time slots. You may have one time slot that people can sign up for or you may have multiple time slots and within each one you can set a cap on how many registrants are needed.
Within this section you will also be able to track an export that list of volunteers that have signed up for a time slot.
*Second Animation*
On the event home page, a volunteer opportunities is visible to users. The list of projects is listed and when you click on a project, the section expands to show the available time slots that a volunteer can register for.
*Third Animation*
Once a time slot has been selected, registering is simple. Just enter a Name, phone number and email address and you are done. The volunteer will receive a confirmation email and the administrator will receive an email notification.
When you think of your day – to – day, you use your mobile devices for just about everything, so it should it is not surprising that nearly half the traffic is coming from mobile devices. This is a number that is going to continue to grow.
It is important that we continue to build pages that are optimized to deliver the best possible experience for users on mobile devices.
I am excited to share with you the work that we are doing to not only build out mobile registration pages, but also the enhancements that we are making to our mobile fundraising pages.
Things to call out as you go through the animations
Optimized for screen sizes 7 inches and under. Larger screen sizes go to big browser pages
Designed for fingers by choosing a comfortable size for “tapping” links and using whitespace around different elements.
Streamlined content to make it visually appealing but to also maximize the screen real estate available
Pages are grouped in a logical order so the information that is being captured makes sense to the user.
Pg1 – Event information (location selection, waiver, registration options, set your goal, survey questions, etc.)
Pg2 – Registrant info (contact details, login details, privacy settings, self-sponsorship)
Pg3 – Payment (options for cc or PayPal payments)
Pg4-Confirmation (summary page to confirm all details are correct before registering in the system)
Pages are grouped in a logical order so the information that is being captured makes sense to the user.
Pg1 – Event information (location selection, waiver, registration options, set your goal, survey questions, etc.)
Pg2 – Registrant info (contact details, login details, privacy settings, self-sponsorship)
Pg3 – Payment (options for cc or PayPal payments)
Pg4-Confirmation (summary page to confirm all details are correct before registering in the system)
In addition to the mobile registration pages we are also updating the mobile fundraising pages
Things to call out as you go through the animations
Easy to track your fundraising progress
Call to action buttons for the fundraisers
New slide out navigation, consistent with other mobile experiences to access other areas of your fundraising page.
Things to call out as you go through the animations
Streamlined content to make to simplify the experience for donors
All the functionality of the big browser with the convenience of your phone!
One-time/monthly donations, giving options, track privacy settings, etc.
Confirm your details are correct and submit the donation.
A thank you email and tax receipt is sent automatically to the donor’s email address.
The goal of every non profit organization is for every event to beat last years fundraising goal. A tool available to you now is dynamic suggested donations amounts.
You have the ability as an event administrator to define a set of static donation amounts that are displayed to donor on the donation pages. To come up with the numbers, you may be analyzing historical data, or just coming up with numbers that you feel your donors would feel comfortable with selecting.
To offload that work from your organization, we have built an intelligent fundraising engine that uses a proprietary algorithm to analyze data and render suggested donations amounts based on that input. We call these Dynamic Suggested Donation Amounts.
Enabling Dynamic Suggested Donation Amounts is simple. You will have the option to enter a base amount or select to have the fundraising engine analyze data from a previous event. If you have an event that has sufficient data, you won’t be presented with any of these options, you will simply have the option to enable it.
As donations start to come into the event, the fundraising engine begins working to analyze the data. Based on the data new suggested donation amounts are presented to donors.
Think of the fundraising engine as a full time data analyst on your team constantly looking at the data.