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#GivingTuesday is Over, Now What?

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Join Kimbia's Taylor Shanklin, and Pursuant's Rachel Muir for a webinar jam packed full of tips on what to do after #GivingTuesday. Turn your #GivingTuesday results into a giving avalanche.

Published in: Government & Nonprofit
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#GivingTuesday is Over, Now What?

  1. 1. Fundraise Faster. Est. in Austin, TX 2007
  2. 2. #GivingTuesday is over, now what?
  3. 3. •  Sr.  Product  Marketing  Manager   •  Strengths:    Peer-­‐to-­‐Peer   Campaigns,  Karaoke,  Coffee   •  Weaknesses:  Coffee,  Chocolate   •  Nonprofit  tech  nerd:   Implementing,  Participating   Writing,  Marketing  for  9+  years                               @tshankcycles   Email:  taylor@kimbia.com   Taylor  Shanklin,  “T-­‐Shank”    
  4. 4. Embed into your existing website for: •  Branding control •  Improved donor experience Social sharing integration Integrates with YOUR other systems £€ ¥ $ Multi-Currency Multi-Language 20+ Gateways Everything is Mobile-ready responsive right out-of-the box Helping organizations fundraise faster through online solutions.
  5. 5. •  Founder:  Girlstart   •  Strengths:    Fundraising,   parenting  twins   •  Weakness:  Queso   •  Featured  on:  Oprah,  CNN,  the   Today  Show   •  AFP  Outstanding  Fundraiser  of   the  Year                                      @rachelmuir     rachel.muir@pursuant.com     www.rachelmuir.com     Rachel  Muir,  CFRE    
  6. 6. What  Rachel  does:     Custom  training   VIP  days     Webinars     Live  classes     Speaking   All  on  fundraising…     Want to explore training with me? Calendly.com/rachelmuir
  7. 7. Get invited to Rachel’s webinars! Rachelmuir.com
  8. 8. Join Rachel for a webinar series
  9. 9. $50 off for today’s webinar guests! https:// Where your best prospects are hiding The BEST discovery questions ever asked How donors make decisions How surveying donors boosts revenue Here’s what you’ll learn! The Ask: Who, When, How and How Much?
  10. 10. Let’s learn about you…
  11. 11. #GivingTuesday  is  over,  now  what?       2! #1 way to ensure another gift Thank you’s they’ll cherish Tips to reveal their interests Q & A @rachelmuir                      @tshankcycles   How to prioritize a portfolio to upgrade donors
  12. 12. Was your #GivingTuesday this good? Poll: Did you do better, the same or worse as last year?
  13. 13. How to retain & upgrade new donors How video can build a portfolio Easy (and free!) apps to help you get the visit, do great discovery & deliver thoughtful stewardship Templates you can use right now What will I learn today? Download at rachelmuir.com/guides Using donors surveys to segment
  14. 14. 15 READ LESS MINDS, ASK MORE QUESTIONS
  15. 15. 16 USING DIGITAL TOOLS TO BUILD A PORTFOLIO
  16. 16. Survey  your  donors  on  what  they  care  about    
  17. 17. Communication preferences Why’d they join/give? What do they most want to support? What to survey Beneficiary preferences @rachelmuir   @tshankcycles     Satisfaction levels
  18. 18. DON’T  ask  these  3  things   1.  When they gave 2.  How much they gave 3.  ANYTHING you already know @rachelmuir @tshankcycles
  19. 19. Watch at bit.ly/OpSmileExample
  20. 20. Video lets prospects self identify Prospects Printed Invitation PURL Gift Officer(s) Completed Form? Yes No Email Invitation(s) (1 initial send, 2 resends) Observation Data & Donor Reprioritization Reports Uncover affinity and inclination using direct mail, video and email
  21. 21. Data identifies prospects & interests Personal URL (Direct Mail) Cultivation Email Face-to-Face Visit Appointment Setting Stewardship Microsite Personalized Update OBSERVATION DATA VISIT DATA Welcome Series Prioritization & Coaching Segment Count A. Inbound Leads 145 B. Completed Video 175 C. Started Video 440 D. Visited Microsite 615 F. No Interaction 3,625
  22. 22. Video is scalable Targets Sent Opened Clicked Video Started Video Finished Inbound Leads You can spend more time on revenue generating activities (like visits)
  23. 23. Innovative  Stewardship  +  Tools   Download stewardship template rachelmuir.com/guides
  24. 24. LinkedIn   Google+   Twitter   Pinterest   Charlie     Norbert     What are your clients doing to start a giving avalance? Simple Pay is like the one-click payments for the charitable world. •  Repeat donors can give again faster •  Two simple steps: Name & Zip code, click to donate •  Secure information always remains with your payment gateway INCREASE ENGAGEMENT & DOLLARS 30+ % Higher Conversion
  25. 25. LinkedIn   Google+   Twitter   Pinterest   Charlie     Norbert     What are your clients doing to start a giving avalance?
  26. 26. “Legal  stalking”  with   donors/prospects     LinkedIn   Google+   Twitter   Pinterest   Charlie     BombBomb   Norbert     Bananatag     Want to explore training with me? Calendly.com/rachelmuir
  27. 27. @rachelmuir          #npstoryconf Charlie  app  
  28. 28. Email tracking: www.bananatag.com
  29. 29. Sample video emailTool  spotlight:  video  email     Watch the video at http://bit.do/careshare Tool spotlight: Video email
  30. 30. Best part: seeing who watched it. @rachelmuir                Facebook.com/RachelMuirFundraising  
  31. 31. Email me for an example Rachel.muir@pursuant.com BombBomb.com  
  32. 32. Sample personalized stationary Though,ul,  inexpensive  follow  up  that  wows   Check out Feltapp. com                                            Download  today’s  guide:  rachelmuir.com/guides   @rachelmuir @tshankcycles
  33. 33. Sample personalized stationaryFeltapp.com   Feltapp. com @rachelmuir                  Facebook.com/RachelMuirFundraising  
  34. 34. Check out Bond.co Type  handwritten  notes  –  Bond.co   @rachelmuir @tshankcycles
  35. 35. •  Goal: 24-48 hrs (“thank before you bank”) •  Don’t exceed 5 days (but late is better than never) •  Make it personal, i.e. stories, visuals •  Allocate MORE time and staff during the holidays •  Daily stewardship “power hour” 5  Thank  you  letter  “Do’s”      
  36. 36. Source: The Millennial Impact Report
  37. 37. 7  Thank  you  letter  “Don’ts”       Don’t •  Don’t start with a “Thank you” •  Don’t be predictable •  Don’t ask for another gift in the thank you •  Don’t continue to “sell” •  Don’t recycle the same copy indefinitely •  Don’t use pre-printed mass addresses cards •  Don’t give them homework Source:  Donor  Centered  Fundraising,  Penelope  Burke  
  38. 38. Steal this! “You  made  your  gift  just  one  (week,  month)     ago  and  already  you’ve…  (insert     amazing  accomplishment  here)  
  39. 39. Makeover - Before When you give to ____________ , you’re making a major difference in the lives of children in your community. Each year, nearly 25,000 patients come to us. Your gifts not only support our core medical, surgical and rehabilitative services, but also allow us to offer support to struggling families.
  40. 40. Makeover - After Your $100 donation will give a cancer patients mother a home away from home tonight.
  41. 41. #Bridge16   Here’s  how  Girlstart  crushes  it         Cultivation  events  are  great  stewardship  
  42. 42. Get the guide! www.rachelmuir.com/guides
  43. 43. Download at RachelMuir.com/ Guides
  44. 44. Fundraisers rely too heavily on gift value as a determinant of future potential. ” “ Penelope  Burk,  The  2014    Burk  Donor  Survey  
  45. 45. Board  members  make  thank  you  calls  at  meeting   Thanksgiving  (Call/Card/Email)     Valentine’s  Day  (Call/Card/Email)   “Donorversary”-­‐  Anniversary  of  1st  gift   Welcome  thank  you  call  for  1st  time  donors     Practice Random acts of thankfulness!
  46. 46. How  much  does  a  board  thank  you  call     improve  donor  retention?   Take our quick poll!
  47. 47. Truth  bomb   Thank you call from board member Source: Burk, P. (2012). The Cygnus Donor Survey, Where Philanthropy is Headed in 2012, US Edition. Chicago: Cygnus Applied Research     Thank you call from staff member
  48. 48. Impact  on  giving  amounts       Thank you call from board member w/in 24 hours Source: Penelope Burk & Cygnus Research   14 months later 70% retention!
  49. 49. What inspired you to make your gift? Do you have any feedback for us? Is there any way we can make your experience more positive? Can I bring you (show you, invite you…)? Great  discovery  questions  
  50. 50. Source: Penelope Burk, 2013 Donor Survey
  51. 51. Thank  You!   Free stewardship template at: Pursuant.com/StewardshipPlan Free webinars: Kimbia.com rachelmuir.com Contact us: taylor@kimbia.com rachel@rachelmuir.com Facebook.com/KimbiaInc Facebook.com/RachelMuirFundraising @rachelmuir @tshankcycles #kimbiawebinars @kimbiainc
  52. 52. Ready to start an avalanche of giving in 2017? Email taylor@kimbia.com & Register for more Kimbia webinars at kimbia.com/resources/webinars/
  53. 53. On The Way – It’s Coming To Your Inbox!
  54. 54. Questions?
  55. 55. $50 off for today’s webinar guests! https:// Where your best prospects are hiding The BEST discovery questions ever asked How donors make decisions How surveying donors boosts revenue Here’s what you’ll learn! The Ask: Who, When, How and How Much?

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