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Fundraising Best Practices
for
Alaska’s Nonprofits
Ken Miller – Denali Fundraising Consultants
ChangePoint
Saturday January 23, 2016
Overview
• Plan & Calendar –
• Set goals & budget with staff & Executive Director
• Create plan & calendar
• Online vs. offline
• Funding from Organizations –
• Who, when, what for, how much
• Government funding
• Foundation funding
• Funding from Individuals –
• Appeal & acquisition mailers
• Events
• Telling the Right Story (Jeff Brooks) – used with permission
• Organization as hero
• Beneficiary as hero
• Donor as hero
1/20/2016 Denali Fundraising Consultants - info@denalifsp.com 2
Overview
• Online & Digital Marketing–
• Online basics
• Social media
• Promotion & marketing for nonprofits
• Pick Click Give –
• Fundamentals
• Marketing
• Event Promotion –
• Why events?
• Digital/Online
• PSAs
• Direct mail
Please ask questions
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Overview
• Major Donors –
• What is a major donor?
• The first meeting
• Role play
• The ask meeting
• Role play
• Wrap up–
• Why AFP
• Questions & answers
• Further information
• Contact information
Please ask questions
1/20/2016 Denali Fundraising Consultants - info@denalifsp.com 4
Your 2016 Annual Fundraising CampaignGoals&Plans
What are
our Goals
What are
our Plans
CalendarandWho
When do
we it?
Who does
it?
Implementation
Follow the
plan
Adjust as
needed
FollowUp&PCG
Track
results
Thank yous
PCG
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Dashboard & Goals
• Set goal for number of unique donors
• Set goal for number of transactions
• Set goal for amount in donations
(see attached worksheet)
1/20/2016 Denali Fundraising Consultants - info@denalifsp.com 6
Sample Nonprofit Fundraising Dashboard
End of Month Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Year Goal
Total donor database count 0
Major donor count 0
Major donor calls/meetings 0
Website visits 0
Email contacts 0
Enewsletters & eblasts 0
Facebook likes 0
Facebook posts 0
Online donations 0
Online income 0
Completed new RFF's 0
Amount in new RFF's 0
Individuals 0
Amount in donations 0
Organizations 0
Amount in donations 0
Total # of donations 0 0 0 0 0 0 0 0 0 0 0 0 0
Total Income 0 0 0 0 0 0 0 0 0 0 0 0 0
2016 income
2015 income
-$ -$ -$ -$ -$ -$ -$ -$
MTD % difference #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0!
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Plan & Calendar
• Corporate requests
• Mailers
• Events
• PCG
• Misc.
See attached worksheet1/20/2016 Denali Fundraising Consultants - info@denalifsp.com 8
Month What Item Type Forecast
Jan Direct Mail 2013 Receipt Mailer Receipt Mailer 5
Jan United Way Community Fund Grant Grant 5
Jan Walmart Walmart State Grant Grant 40
Jan State of Alaska CAPSIS request Grant unk
Jan RFF Wells Fargo Grant 5
Jan
Jan
Feb Direct Mail Valpak PCG Coupon 2
Feb RFF Misc local corporate request for funding (25) Grant 10
Feb Presentation Association presentation Marketing na
Feb
Mar State of Alaska PickClick Give Application Grant 25
Mar United Way United Way CFC Application Due 3-28 Grant 10
Mar Direct Mail Spring Newsletter Newsletter 20
Mar RFF Misc local corporate request for funding (25) Grant 10
Mar Event Your spring event Event 5
Mar
Mar
Apr Direct Mail Spring Acquisition Acquisition 10
Apr HDR HDR Engineering Grants Grant 5
Apr RFF Misc local corporate request for funding (25) Grant 10
Apr
Apr
May Direct Mail Valpak Coupon 2
May Direct Mail Appeal Mailer Appeal Letter 20
May RFF Misc local corporate request for funding (25) Grant 10
May
May
Jun RFF Foundation & Association request for funding (25) Grant 10
Jun RFF ConocoPhillips request for funding Grant 10
Jun
Jun
Nonprofit Fundraising Calendar
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Corporate, Foundation & Organizational RFFs
(Request for Funding)
• Access background documents
• Attempt to do 10-20 each month
• Create template
• Find donors (AK Business Monthly etc.)
• Find appropriate ask amount and month
• Track results
• Thank and acknowledge appropriately
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Nonprofit information needed for organization requests (RFFs)
Item Status Notes
Letterhead
Logo
501c3 Letter of Determination
Articles of Incorporation
Board List w 100% giving
IRS Form 990
Audited Financials
Annual Report
Organizational Budget
Program Budgets (if needed)
Mission Statement
Organizational History
Organizational Narrative
Flyer
Press Release template
Request for Funding template (RFF)
List of Corporate/Foundation funders
Nonprofit Mailer ID (MID)
Nonprofit mail authorization #
List of Indviduals donors
Denali Fundraising - 250-8488
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Organizational RFF template example
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Organizational RFF template example
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Government & Foundation Grants
• Online
• Rasmuson Tier 1 & 2
• Block, Carr & Gottstein Foundations etc
• Reporting can be difficult
• Using professional grant writers
• Available grant sites
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Direct Mail Best Practices
• List, list, list!
• Clean up donor list
• Purchase or create best acquisition list possible
• Denali FSP, PIP, Motznik
• #10’s and remits
• Make sure you have nonprofit status & mailer ID
• Start horizontal string with $50
• Buy envelopes in bulk and spray –
• www.envelopes.com
• Donor centric letter
• Always ask yourself “who is my donor?”
• Make the donor the hero (Jeff Brooks and Tom Ahern)
• More in Telling the Right Story Module
• A picture tells a thousand stories…
• Always have a match!
• The power of the PS (always offer online or website giving)
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Direct Mail Best Practices – Cont.
• Postal Design Regulations
• Sizes – Postcard, Letter, Flat
• Mailing panel
• Automation
• Mailer ID and NPO status
• Non-Profit Rate
• 12c vs. 25c vs 49c
• List Management
• National Change of Address (NCOA)
• Always run NCOA before mailing w mail house
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...that motivate donors to give
How to
tell stories
If people in your
organization are saying
this, your fundraising
will fail...
We’ve got to
tell our story!
Your story is
the wrong
story
The real story is
the donor’s story
Show me how I can
change the world through
your organization!
Donors give for a lot of
reasons that have
nothing to do with how
awesome you are.
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... that’s why bragging
is irrelevant in
fundraising.
Your job is to connect
their values and money
with your cause.
... by making it
clear they are
the hero in the
fundraising
situation.
3 ways to tell a
story in fundraising
(one right, one wrong, one half-right)
Organization as hero
Heavy on facts & numbers Light on “you” Jargon Boring bullets
Organization as hero
Heavy on facts & numbers Light on “you” Jargon Boring bullets
Beneficiary as hero
Tends to be over-written Light on “you” Questionable relevance
Beneficiary as hero
Tends to be over-written Light on “you” Questionable relevance
Donor as hero
Colloquial Lots of “you”Reveals “why I’m writing” Leads to CTA
5 hints for
donor-focused
fundraising
stories
Say “you” a lot
#1
“I’m writing to you because...”
“You can help.”
“The difference you can make will amaze you.”
“Your donation will go to work immediately.”
Put the donor in the story
#2
“I wish you could see it.”
“You’d understand right away.”
“I’m so thankful to have friends like you.”
Write like your Aunt Ruth
#3
(Not like the incredible Hemingway that you are.)
Keep your heart on
your sleeve
#4
“It broke my heart.”
“I’ve never seen anything so inspiring.”
“I thank God for people like you.”
Avoid statistics
#5
(Facts and numbers undermine even the best stories.)
Be Yoda.
(Your donor is Luke Skywalker.)
There is no try!
Only donate!
Interested? Let’s talk:
Jeff Brooks, Creative Director, TrueSense Marketing
Email: jeff.brooks@truesense.com
Blog: futurefundraisingnow.com
Twitter: @jeffbrooks
LinkedIn
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43
Digital & Social Media for
Effective Fundraising
1/20/2016 Denali Fundraising Consultants - info@denalifsp.com
Digital & Social Media Overview
44
Goals&Plans What are
our goals?
What are
our
plans?
CalendarandWho
When do
we do it?
Who does
it?
Implementation
Follow
the plan
Adjust as
needed
FollowUp
Track
results
Thank
yous
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Goals & Dashboard
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Why Online?
• Younger donors very comfortable with online communication and
donating –
• 2014 it was 9% of all giving,
• 2015 67% of donors aged 40-59 gave a donation online (2010 47%)
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When
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“The Big Four” Digital & Social Media
Website, Google, Facebook & Email
Website is the key to all online donations
Audit website
Check all links and look at on mobile platform
Create best practices landing page and donation page
Google
AdWords
Display Network
Google Grants for nonprofits
Facebook
Power Editor
Custom audiences
Look alike audiences
Email
List
Subject line
Links and buttons that work on mobile
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Website – Home Page
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Website – Home Page cont.
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Website – Donation Page
• Trust marks are very important1/20/2016 Denali Fundraising Consultants - info@denalifsp.com
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Website – Donation Page cont.
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Website – Donation Page cont.
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Social Media Checklist
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Google
• Google for Nonprofits
• Google Grants
• Google+ Nonprofits
• Google One Today
• Google My Business
• Google Display Network
• Google AdWords Express
• YouTube (Google) Nonprofit Program
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Google for Nonprofits
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Google Grants
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Video
Budget and create for website and YouTube or Vimeo
1/20/2016 Denali Fundraising Consultants - info@denalifsp.com
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YouTube Nonprofit Program
1/20/2016 Denali Fundraising Consultants - info@denalifsp.com
• Facebook nonprofit page
• Facebook boosted post
• Facebook event
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Facebook
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Facebook Page
• Fill out everything in the “About” tab
• Create call to action button – either Contact Us or Donate Now
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Facebook Boosted Post
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How to Create a Facebook
Boosted Post w/Link
 Open Facebook
 Write post “Please support us with a donation this year…”
 Keep it short
 Add link (URL) to your donation page
 Schedule post
 Boost post (click “Boost” button)
o Choose “People you choose through targeting”
o Choose location – local cities and area
o Choose age – 21+ unless youth nonprofit
o Choose interests that are like your nonprofit
o Choose $20-$150 depending on budget
o Boost post for 7 days
 Reschedule post each week for duration of campaign
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Email Signature for all
Staff/Volunteers
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E-newsletter
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eBlasts
1/20/2016 Denali Fundraising Consultants - info@denalifsp.com
• Twitter and Twitter Ads
• LinkedIn and LinkedIn Company Page Ads
• PayPal Here
• PayPal Giving Fund – eBay Giving Works
• Fundly
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Social Media - Other
1/20/2016 Denali Fundraising Consultants - info@denalifsp.com
• Go to your followers
• Create first tweet “Thanx for following. Your
support helps us _____ in our community. Please
visit (or Donate) at www.xxxx.org. Plz retweet.
• Insert photo (optional)
• Copy first tweet
• Paste into 2nd tweet, repeat as necessary
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Twitter
1/20/2016 Denali Fundraising Consultants - info@denalifsp.com
• Fill out everything in personal profile
• See my profile for example
• Create company page (nonprofit page)
• Becoming increasingly popular
• Affluence of users
• Inexpensive for ads to select individuals
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LinkedIn
1/20/2016 Denali Fundraising Consultants - info@denalifsp.com
• Sign up for PayPal Nonprofit
• When approved only 2.2%, add to website
• Order PayPal Here for mobile credit card
reader
• Signup for PayPal Giving Fund individuals
can donate a portion of all eBay sales (10-
100%)
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PayPal
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Fundly - Crowdfunding
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Promotion & Exposure
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Amazon Wish List
Make sure to have “Add to Wish List” tab on browser
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Rating & Online Portals
Top 3 are very important!
1/20/2016 Denali Fundraising Consultants - info@denalifsp.com
Holiday Campaign Calendar
• October –
• Set goals & budget with staff & Executive Director
• Create plan & calendar
• Meet w staff, volunteers and vendors
• November –
• Misc. corporate requests for funding (11/5)
• 1st holiday mailers appeal & acquisition (11/10)
• Begin online marketing campaigns (11/15)
• December –
• 2nd holiday mailer appeal & acquisition (11/26)
• Misc. corporate requests for funding (12/1)
• PCG marketing campaign (12/26)
• End of Year online marketing campaign & eblast (12/30 & 12/31)
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Pick.Click.Give.
• Start planning in October with holiday campaign
• Goals, calendar & plan (see attached)
• Online
• Dec 26 is kickoff of online
• Social Media
• Eblasts
• Offline
• Holiday mailers
• All remits
• Postcards
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• Set goal
• Set calendar & budget
• Thank all past year donors to PCG
• Press release for PCG results
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Pick.Click.Give.
Calendar November
1/20/2016 Denali Fundraising Consultants - info@denalifsp.com
Pick.Click.Give. sample campaign
• Postcard mailer to 10,000 names – Lesley Dec 28
• PSA radio – Ken/Fine Point Jan 2
• PSA TV – Ken/Fine Point Dec 31
• Email eblast thru Constant Contact – Lesley Dec 31 for Jan 1 to 5,500 names
• Press Release – “Bean’s Café foresees an increase…” Ken (60 names in media)
• Winter eNewsletter mention – Lesley
• Facebook w link – Lesley Dec 31
• Facebook event page – Fine Point/Lesley Dec 31
• Google AdWords – Ken/Alaska Search Marketing Dec 31
• Email signature for all employees – Ken/Terra/Lesley Dec 31
• Incoming phone message – Lesley Jan 3
• PCG Card in all thank yous – Lesley Jan 3
• Sticky labels of Bean’s Café & Pick Click Give for envelopes – Lesley Jan 4
• Pick Click Give on website move to top location or splash page – Chris Jan 2
• Pick.Click.Give own landing page on website – Chris Jan 2
• Have clients do Permanent Fund and PCG – Kathy
• Facebook sponsored ads – Fine Point Dec 31
• Spenard Builder Supply reader board – Lesley Feb 25
• Info with year-end receipt 3,500 names – Lesley Jan 25
• GCI channel 1 – Fine Point/Lesley Jan 2
• Tweet – Lesley Dec 31
• Need to ask churches to put in church bulletin
• Picture upload upon donation on Facebook – Fine Point/Ken (2014)
• Year-end mailers with PCG card – 3,350 names Jan 23
• Twitter hash tag
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Alaska BOXING Academy
Promoting the development of physically and emotionally healthy young adults. ONE ROUND AT A TIME!
PO Box 201231, Anchorage AK 99520 - www.akboxing.org - email: info@akboxing.org
11/3/2014
Joe Donor
5555 Any Street
Anchorage, AK 99508
Dear Joe:
Alaska Boxing Academy would like to thank you for your support of our mission
to train and develop at-risk youth through the 2014 state of Alaska Permanent
Fund Pick.Click.Give. program. Your support has allowed us to work with over 120
at-risk youths this year and we truly appreciate your help in making this program
a success.
Visit us anytime at our website or Facebook page to see the latest news about
Alaska Boxing Academy and the youths we serve. Next year we hope to raise
$10,000 through the Pick.Click.Give. program and we hope that your continued
support will help us reach our goal.
Again thank you for all of your support and help and please feel free to contact us
anytime with any questions or concerns.
Sincerely,
D avidCarey
Program Director
Alaska Boxing Academy
907 555-1212
info@akboxing.org
Please support us next year with a 2015 Pick.Click.Give. contribution. Thank you.
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Thank You Letter to PCG Donor
1/20/2016 Denali Fundraising Consultants - info@denalifsp.com
1. PCG card in all mailers and thank yous
2. PCG mention in all holiday mailers
3. Winter newsletter mention (if applicable)
4. Sticky labels for all mailers from
nonprofit
5. Local reader boards
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Pick.Click.Give.
Calendar December
1/20/2016 Denali Fundraising Consultants - info@denalifsp.com
6. Radio PSA to be read or recorded
7. TV PSA to be read or recorded
8. Postcard mailer for PCG
9. PCG email signature
10.GCI PSA
11.Google for nonprofits
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Pick.Click.Give. Calendar
December cont.
1/20/2016 Denali Fundraising Consultants - info@denalifsp.com
Alaska BOXING Academy
Promoting the development of physically and emotionally healthy young adults. ONE ROUND AT A TIME!
PO Box 201231, Anchorage AK 99520 - www.akboxing.org - email: info@akboxing.org
Alaska Boxing Academy
Public Service Announcement
PSA, Thirty (30) SECONDS
Run: December 15th
2014 - March 30th, 2015
FOR MORE INFORMATION:
David Carey
Program Director
Alaska Boxing Academy
555-1212 | info@akboxing.org
SUBJECT: Pick.Click.Give. & the Alaska Boxing Academy
Many Alaskan's are busy these upcoming months filing for the 2015 Permanent
Fund Dividend. This year you have the opportunity to support the Alaska Boxing
Academy by contributing part or all of your permanent fund dividend through the
Pick.Click.Give. program.
Pick.Click.Give. provides a safe, secure and easy way to make a donation to the
Alaska Boxing Academy and you can join many others in supporting a nonprofit
program that helps at-risk youth in Anchorage. Visit www.akboxing.org for more
information on the Alaska Boxing Academy and thank you for supporting us in our
mission to help at-risk youth.
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Radio PSA To Be Read or Recorded
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TV PSA
(if 30 sec video available)
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Sample 5 x 8 in. PCG
Postcard Mailer
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Email Signature for all
Staff/Volunteers
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12. eBlasts
13. Facebook promoted post
14. Facebook event
15. Google AdWords
16. Incoming phone message
17. Website landing or splash page
18. Twitter
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Pick.Click.Give. Calendar
December cont.
1/20/2016 Denali Fundraising Consultants - info@denalifsp.com
• Have clients do PCG onsite
• Provide laptops or desktops to use
• Provide staff to assist
• Cannot make PCG donation obligatory
• Do local radio talk shows (set appt. in Dec.)
• Talk about mission
• Talk about how PCG donations have supported mission
• Talk about goals for this year’s campaign
• Press release for this years PCG goals
• Auto calls or volunteer/staff calls for PCG
• PCG message or card in year end receipts (if applicable)
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Pick.Click.Give.
Calendar - January
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Events
• Problems with events
• Usually poor (ROI) return for time invested
• Too many local events
• Can be costly
• Positives from events
• Acquire new supporters
• Get names!
• Get addresses
• Get emails
• Involves volunteers
• Involves board
• Promotion and branding of nonprofit
• Can be profitable
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Your 2016 Annual Event Fundraising CampaignGoals&Plans
What are
our Goals
What are
our Plans
CalendarandWho
When do
we it?
Who does
it?
Implementation
Follow
the plan
Adjust as
needed
FollowUp&PCG
Track
results
Thank
yous
1/20/2016 Denali Fundraising Consultants - info@denalifsp.com 90
Event Promotion
• Offline promotion
• Direct mail – postcards
• Posters on community bulletin boards
• Online promotion
• Evite
• Email promotion to community calendars – 53 sites
• Facebook event & pages
• Online sites (11)
• Media promotion
• Radio PSA or Ad
• TV PSA or Ad
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Event Promotion
• Event Poster
• 8.5 x 11 and or 11x17
• Name, location, time, cost
• Picture (very important)
• Post on community bulletin boards –
• Carrs-Safeway, Fred Meyer
• Starbucks, Kaladis
• The Alaska Club
• Downtown - Snow City, Urban Greens, Side Street Espresso
• Midtown – REI, Middle Way, Sear Mall Food Court
• South Anchorage – Taproot, Gold Rush Liquors
• Attach to emails and digital/online
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Poster
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Event Promotion
Postcard Mailer
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Event Promotion
•Online promotion
• Evite
• Email promotion to community
calendars
• Facebook event & pages
• Online sites (11)
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Evite
•Create event
• Photo
• Title, date, time, location
• Phone number!!!
• Message (what is in it for them)
• Show who is coming (optional)
• Send to website to register or more info
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Evite
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Community Calendars
•Email as BCC to list
• Ask and thank them for sharing
• Attach event poster/flyer
• For more information send them to
website or Evite/Facebook
•See handout list
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Community Calendars – see attachment
Alaska Dispatch News jguest@adn.com
Alaska Dispatch News kmacknicki@adn.com
Alaska Integrated Media laurie@alaskaim.com
Alaska Journal of Commerce calendar@alaskajournal.com
Anchorage Press editor@anchoragepress.com
Catholic Anchor catholicanchor@gci.net
Chugiak-Eagle River Star editor@alaskastar.com
Coastal Television scenters@youralaskalink.com
Community xtra xtra@adn.com
Fairbanks Daily News-Miner calendar@newsminer.com
GCI Cable blarson@gci.com
Hilcorp lnelson@hilcorp.com
I Heart Media joelalbrecht@iheartmedia.com
KAKQ kfbx@iheartmedia.com
KAYO kathy@countrylegends1009.com
KBRW pd@kbrw.org
KBRW gm@kbrw.org
KCAM clatters@kcam.org
KCBF glen@fbxradio.com
KCDV calendar@cordovaradio.com
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Facebook Event
 Facebook event on nonprofit page
 Create event on page and boost
 Can’t group message event registrants or interested
 Facebook event on personal page
 Invite friends of your page
 Facebook “Like” pages
 Post to other organization’s page that “like” your page
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How to create Facebook Event
 Click on “Event” tab
 Name: Name the event
 Details: Add details about what is in it for the participant
 Location
 Tickets: Important! Link to website or Evite to register or purchase
tickets
 When: Date and time
 Category: Causes – Fundraising
 Add event photo
 Invite tab – All friends
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Facebook Event
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Facebook Boosted Post for Event
 Open Facebook
 Write post “Only one more month to… get your tickets today” (Urgency)
 Keep it short
 Add link (URL) to your ticket or registration page
 Schedule post
 Boost post (click “Boost” button)
o Choose “People you choose through targeting”
o Choose location – local cities and area
o Choose age – 21+ unless youth nonprofit
o Choose interests that are like your nonprofit
o Choose $20-$150 depending on budget
o Boost post for 7 days
 Reschedule post each week for duration of campaign (look at # of responses)
1/20/2016 Denali Fundraising Consultants - info@denalifsp.com 103
Other Digital & Online Sites
Twitter Tweet and make sure to ask for retweet
Craigslist Set up event
104104104 Event http://www.whofish.org/
GCI Channel 12 & 1 http://apps.gci.com/forms/psa/requests/new
Coastal TV http://www.youralaskalink.com/community/local-events/submit
KTUU TV http://www.ktuu.com/features/eventscalendar
Anchorage Press https://www.spingo.com/submit/?partnerId=386&partnerId=386
Alaska Dispatch News http://www.adn.com/node/add/calendar-event
Alaska Public Media http://www.alaskapublic.org/calendar/
KAKL http://klove.com/events/submit.aspx
KATB http://www.katb.org/Calendar/index.html
Eventful http://eventful.com/events/new
Visit Anchorage http://www.anchorage.net/submit-event
• Click on each URL and add event to their site
1/20/2016 Denali Fundraising Consultants - info@denalifsp.com 104
PSAs and Ads
• Radio PSA - free
• 15 sec or 30 sec
• Date, time, location
• Why this event
• The ask – where to purchase tickets or register
• Make sure you have written version of PSA for DJs to read
• Contact Denali FSP for list of 81 radio stations
• Radio shows
• TV PSA - free
• Very effective
• Make sure there is an intro and outro
• 15 or 30 sec video
• Make sure there is a URL or phone # to purchase tickets
• Contact Denali FSP for list of 23 TV stations
• Radio & TV Ads
• Same as above except not free!
1/20/2016 Denali Fundraising Consultants - info@denalifsp.com 105
Major Donors
• Identify
• $500 and above
• Monthly or regulars donors
• 20/80 rule (Pareto principle)
• Pareto squared
• Top 4% = 60%
• Approach and ask
• 1st meeting
• Thank you, why and future plans
• Ask meeting
• Board member or ED (best is board of directors chairperson)
• Role play
1. Thank you for meeting with us and we would like to thank you for…. (past
support)
2. Remember the why
3. Future plan
4. Ask for specific amount (your support this year will allow us to do…)
5. Be quiet, listen and wait (always yes or not now because of…, rarely no)
6. Thank again for time or support
• Role play – 10 minutes
• Group of 4 w 2 observers and then switch
1/20/2016 Denali Fundraising Consultants - info@denalifsp.com 106
Major Donors
• First meeting
• 1st meeting
• Phone call to set up meeting
• Development director or NPO staff member
• Coffee shop, donors home, nonprofit’s office
• Thank you, why and future plans (people donate for the
future…)
• No ask for support but if donor wants to donate…
• Ask for tour or more information
1/20/2016 Denali Fundraising Consultants - info@denalifsp.com 107
Major Donors
• Approach and ask
• 2nd Ask for support meeting
• Board member or ED (best is board of directors chairperson)
• Staff member can set appointment
• Role play
1. Thank you for meeting with us and we would like to thank you for…. (past support)
2. Remember the why and speak about that
3. Future plan (in 2016 we hope to expand (add, enhance, grow) our…
4. Ask for specific amount (Would you be open to supporting us this year with a
pledge/donation of $5,000 which will allow us to do…)
5. Be quiet, listen and wait (usually YES or not now because of…, rarely no)
6. Thank again for time or support
7. Follow up with letter/card no matter the answer
• Role play – 10 minutes
• Group of 4 w 2 participants and 2 observers and then switch
1/20/2016 Denali Fundraising Consultants - info@denalifsp.com 108
SMALL NONPROFIT ORGANIZATIONAL MEMBERSHIP - $150 ($100 + $50 chapter dues)
Nonprofit Organizational Membership – Small: Open to nonprofit organizations who can answer yes
to all the following criteria:
1. An operating budget of less than $1,000,000
2. A fundraising department with less than two (2) Full time equivalent (FTE) staff
3. Individually incorporated or otherwise organized as a separate entity in the laws of the
specific country; and
4. Not affiliated with a larger institution supporting their operations.
The organization will designate one fundraising professional to receive the benefits offered in this
membership category. The membership may be transferred to another individual if the original
member leaves the organization. Limit one membership per organization.
YOUNG PROFESSIONAL - $75 ($50 + $25 chapter dues)
 Young Professional: Open to persons who hold some degree of responsibility directly for
fundraising, work within the U.S. and Canada and are compensated for their services, and
are 30 years old or younger.
Association of Fundraising Professionals
- Alaska Chapter
1/20/2016 Denali Fundraising Consultants - info@denalifsp.com 109
Denali FSP Fundraising Consultants - Services
• Fundraising Audits
• Design, Implement and Support NPO Best Practices Fundraising
• Dashboard & calendar
• Organization requests for funding
• Best practice direct mail
• Marketing, branding and communication
• Acquisition mail lists
• Database clean up and append
• Seminars, group classes and training
• Pick.Click.Give. Best practices implementation and training
• Nonprofit web design
1/20/2016 Denali Fundraising Consultants - info@denalifsp.com 110
Alaska Community Foundation
Strengthening Organizations Grant
Next Review Deadline: Feb 15, 2015 by 9 p.m.
Eligible nonprofit organizations apply for grants to build the capacity
of their organizations. Eligibility is limited to 501(c)3 nonprofit, or
equivalent, organizations located in the state of Alaska. Equivalent
organizations may include tribes, schools, churches, local government
agencies and programs.
Grant awards will support professional staff and board of directors in
their efforts to access tools, develop practical skills, and cultivate
support systems needed to effectively achieve the organization’s
mission in the areas of organizational development, program
development.
For additional information, please review the following documents. If
you have any questions, please contact ACF at 907-274-6700
http://alaskacf.org/blog/grants/strengthening-orgs
1/20/2016 Denali Fundraising Consultants - info@denalifsp.com 111
Final Thoughts & Questions
• Join AFP
• Get instruction from Denali FSP, Foraker, online
• Thank promptly
• Facilitate the relationship between the donor and mission
• Try something new!
• Enjoy the process and the journey
• Encourage others in the field
Final Questions?
1/20/2016 Denali Fundraising Consultants - info@denalifsp.com 112
• Ken Miller – Denali FSP Fundraising Consultants – www.denalifsp.com
• 907 250-8488 – ken@denalifsp.com
Blogs and websites to favorite
AFP Alaska Chapter – Scholarships, monthly training, annual conference & more!
The Foraker Group – ongoing NPO trainings
Jeff Brooks – “Future Fundraising Now”
Roger Craver – “The Agitator”
Sean Triner – “Pareto Fundraising”
Jon Loomer – “Jon Loomer Digital”
Tom Ahern – “Donor Communications”
Thank you!
113
Presenter’s
Contact Information
1/20/2016 Denali Fundraising Consultants - info@denalifsp.com

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2nd annual fundraising 101 best practices 1 23-2016

  • 1. Fundraising Best Practices for Alaska’s Nonprofits Ken Miller – Denali Fundraising Consultants ChangePoint Saturday January 23, 2016
  • 2. Overview • Plan & Calendar – • Set goals & budget with staff & Executive Director • Create plan & calendar • Online vs. offline • Funding from Organizations – • Who, when, what for, how much • Government funding • Foundation funding • Funding from Individuals – • Appeal & acquisition mailers • Events • Telling the Right Story (Jeff Brooks) – used with permission • Organization as hero • Beneficiary as hero • Donor as hero 1/20/2016 Denali Fundraising Consultants - info@denalifsp.com 2
  • 3. Overview • Online & Digital Marketing– • Online basics • Social media • Promotion & marketing for nonprofits • Pick Click Give – • Fundamentals • Marketing • Event Promotion – • Why events? • Digital/Online • PSAs • Direct mail Please ask questions 1/20/2016 Denali Fundraising Consultants - info@denalifsp.com 3
  • 4. Overview • Major Donors – • What is a major donor? • The first meeting • Role play • The ask meeting • Role play • Wrap up– • Why AFP • Questions & answers • Further information • Contact information Please ask questions 1/20/2016 Denali Fundraising Consultants - info@denalifsp.com 4
  • 5. Your 2016 Annual Fundraising CampaignGoals&Plans What are our Goals What are our Plans CalendarandWho When do we it? Who does it? Implementation Follow the plan Adjust as needed FollowUp&PCG Track results Thank yous PCG 1/20/2016 Denali Fundraising Consultants - info@denalifsp.com 5
  • 6. Dashboard & Goals • Set goal for number of unique donors • Set goal for number of transactions • Set goal for amount in donations (see attached worksheet) 1/20/2016 Denali Fundraising Consultants - info@denalifsp.com 6
  • 7. Sample Nonprofit Fundraising Dashboard End of Month Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Year Goal Total donor database count 0 Major donor count 0 Major donor calls/meetings 0 Website visits 0 Email contacts 0 Enewsletters & eblasts 0 Facebook likes 0 Facebook posts 0 Online donations 0 Online income 0 Completed new RFF's 0 Amount in new RFF's 0 Individuals 0 Amount in donations 0 Organizations 0 Amount in donations 0 Total # of donations 0 0 0 0 0 0 0 0 0 0 0 0 0 Total Income 0 0 0 0 0 0 0 0 0 0 0 0 0 2016 income 2015 income -$ -$ -$ -$ -$ -$ -$ -$ MTD % difference #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! 1/20/2016 Denali Fundraising Consultants - info@denalifsp.com 7
  • 8. Plan & Calendar • Corporate requests • Mailers • Events • PCG • Misc. See attached worksheet1/20/2016 Denali Fundraising Consultants - info@denalifsp.com 8
  • 9. Month What Item Type Forecast Jan Direct Mail 2013 Receipt Mailer Receipt Mailer 5 Jan United Way Community Fund Grant Grant 5 Jan Walmart Walmart State Grant Grant 40 Jan State of Alaska CAPSIS request Grant unk Jan RFF Wells Fargo Grant 5 Jan Jan Feb Direct Mail Valpak PCG Coupon 2 Feb RFF Misc local corporate request for funding (25) Grant 10 Feb Presentation Association presentation Marketing na Feb Mar State of Alaska PickClick Give Application Grant 25 Mar United Way United Way CFC Application Due 3-28 Grant 10 Mar Direct Mail Spring Newsletter Newsletter 20 Mar RFF Misc local corporate request for funding (25) Grant 10 Mar Event Your spring event Event 5 Mar Mar Apr Direct Mail Spring Acquisition Acquisition 10 Apr HDR HDR Engineering Grants Grant 5 Apr RFF Misc local corporate request for funding (25) Grant 10 Apr Apr May Direct Mail Valpak Coupon 2 May Direct Mail Appeal Mailer Appeal Letter 20 May RFF Misc local corporate request for funding (25) Grant 10 May May Jun RFF Foundation & Association request for funding (25) Grant 10 Jun RFF ConocoPhillips request for funding Grant 10 Jun Jun Nonprofit Fundraising Calendar 1/20/2016 Denali Fundraising Consultants - info@denalifsp.com 9
  • 10. Corporate, Foundation & Organizational RFFs (Request for Funding) • Access background documents • Attempt to do 10-20 each month • Create template • Find donors (AK Business Monthly etc.) • Find appropriate ask amount and month • Track results • Thank and acknowledge appropriately 1/20/2016 Denali Fundraising Consultants - info@denalifsp.com 10
  • 11. Nonprofit information needed for organization requests (RFFs) Item Status Notes Letterhead Logo 501c3 Letter of Determination Articles of Incorporation Board List w 100% giving IRS Form 990 Audited Financials Annual Report Organizational Budget Program Budgets (if needed) Mission Statement Organizational History Organizational Narrative Flyer Press Release template Request for Funding template (RFF) List of Corporate/Foundation funders Nonprofit Mailer ID (MID) Nonprofit mail authorization # List of Indviduals donors Denali Fundraising - 250-8488 1/20/2016 Denali Fundraising Consultants - info@denalifsp.com 11
  • 12. Organizational RFF template example 1/20/2016 Denali Fundraising Consultants - info@denalifsp.com 12
  • 13. Organizational RFF template example 1/20/2016 Denali Fundraising Consultants - info@denalifsp.com 13
  • 14. Government & Foundation Grants • Online • Rasmuson Tier 1 & 2 • Block, Carr & Gottstein Foundations etc • Reporting can be difficult • Using professional grant writers • Available grant sites 1/20/2016 Denali Fundraising Consultants - info@denalifsp.com 14
  • 15. Direct Mail Best Practices • List, list, list! • Clean up donor list • Purchase or create best acquisition list possible • Denali FSP, PIP, Motznik • #10’s and remits • Make sure you have nonprofit status & mailer ID • Start horizontal string with $50 • Buy envelopes in bulk and spray – • www.envelopes.com • Donor centric letter • Always ask yourself “who is my donor?” • Make the donor the hero (Jeff Brooks and Tom Ahern) • More in Telling the Right Story Module • A picture tells a thousand stories… • Always have a match! • The power of the PS (always offer online or website giving) 1/20/2016 Denali Fundraising Consultants - info@denalifsp.com 15
  • 16. Direct Mail Best Practices – Cont. • Postal Design Regulations • Sizes – Postcard, Letter, Flat • Mailing panel • Automation • Mailer ID and NPO status • Non-Profit Rate • 12c vs. 25c vs 49c • List Management • National Change of Address (NCOA) • Always run NCOA before mailing w mail house 1/20/2016 Denali Fundraising Consultants - info@denalifsp.com 16
  • 17. ...that motivate donors to give How to tell stories
  • 18. If people in your organization are saying this, your fundraising will fail... We’ve got to tell our story!
  • 19. Your story is the wrong story
  • 20. The real story is the donor’s story Show me how I can change the world through your organization!
  • 21. Donors give for a lot of reasons that have nothing to do with how awesome you are.
  • 22. 221/20/2016 Denali Fundraising Consultants - info@denalifsp.com
  • 23. 231/20/2016 Denali Fundraising Consultants - info@denalifsp.com
  • 24. 241/20/2016 Denali Fundraising Consultants - info@denalifsp.com
  • 25. ... that’s why bragging is irrelevant in fundraising. Your job is to connect their values and money with your cause.
  • 26. ... by making it clear they are the hero in the fundraising situation.
  • 27. 3 ways to tell a story in fundraising (one right, one wrong, one half-right)
  • 28. Organization as hero Heavy on facts & numbers Light on “you” Jargon Boring bullets
  • 29. Organization as hero Heavy on facts & numbers Light on “you” Jargon Boring bullets
  • 30. Beneficiary as hero Tends to be over-written Light on “you” Questionable relevance
  • 31. Beneficiary as hero Tends to be over-written Light on “you” Questionable relevance
  • 32. Donor as hero Colloquial Lots of “you”Reveals “why I’m writing” Leads to CTA
  • 34. Say “you” a lot #1 “I’m writing to you because...” “You can help.” “The difference you can make will amaze you.” “Your donation will go to work immediately.”
  • 35. Put the donor in the story #2 “I wish you could see it.” “You’d understand right away.” “I’m so thankful to have friends like you.”
  • 36. Write like your Aunt Ruth #3 (Not like the incredible Hemingway that you are.)
  • 37. Keep your heart on your sleeve #4 “It broke my heart.” “I’ve never seen anything so inspiring.” “I thank God for people like you.”
  • 38. Avoid statistics #5 (Facts and numbers undermine even the best stories.)
  • 39. Be Yoda. (Your donor is Luke Skywalker.)
  • 40. There is no try! Only donate!
  • 41. Interested? Let’s talk: Jeff Brooks, Creative Director, TrueSense Marketing Email: jeff.brooks@truesense.com Blog: futurefundraisingnow.com Twitter: @jeffbrooks LinkedIn
  • 42. 1/20/2016 Denali Fundraising Consultants - info@denalifsp.com 42
  • 43. 43 Digital & Social Media for Effective Fundraising 1/20/2016 Denali Fundraising Consultants - info@denalifsp.com
  • 44. Digital & Social Media Overview 44 Goals&Plans What are our goals? What are our plans? CalendarandWho When do we do it? Who does it? Implementation Follow the plan Adjust as needed FollowUp Track results Thank yous 1/20/2016 Denali Fundraising Consultants - info@denalifsp.com
  • 45. 45 Goals & Dashboard 1/20/2016 Denali Fundraising Consultants - info@denalifsp.com
  • 46. 46 Why Online? • Younger donors very comfortable with online communication and donating – • 2014 it was 9% of all giving, • 2015 67% of donors aged 40-59 gave a donation online (2010 47%) 1/20/2016 Denali Fundraising Consultants - info@denalifsp.com
  • 47. 47 When 1/20/2016 Denali Fundraising Consultants - info@denalifsp.com
  • 48. 48 “The Big Four” Digital & Social Media Website, Google, Facebook & Email Website is the key to all online donations Audit website Check all links and look at on mobile platform Create best practices landing page and donation page Google AdWords Display Network Google Grants for nonprofits Facebook Power Editor Custom audiences Look alike audiences Email List Subject line Links and buttons that work on mobile 1/20/2016 Denali Fundraising Consultants - info@denalifsp.com
  • 49. 49 Website – Home Page 1/20/2016 Denali Fundraising Consultants - info@denalifsp.com
  • 50. 50 Website – Home Page cont. 1/20/2016 Denali Fundraising Consultants - info@denalifsp.com
  • 51. 51 Website – Donation Page • Trust marks are very important1/20/2016 Denali Fundraising Consultants - info@denalifsp.com
  • 52. 52 Website – Donation Page cont. 1/20/2016 Denali Fundraising Consultants - info@denalifsp.com
  • 53. 53 Website – Donation Page cont. 1/20/2016 Denali Fundraising Consultants - info@denalifsp.com
  • 54. 54 Social Media Checklist 1/20/2016 Denali Fundraising Consultants - info@denalifsp.com
  • 55. 55 Google • Google for Nonprofits • Google Grants • Google+ Nonprofits • Google One Today • Google My Business • Google Display Network • Google AdWords Express • YouTube (Google) Nonprofit Program 1/20/2016 Denali Fundraising Consultants - info@denalifsp.com
  • 56. 56 Google for Nonprofits 1/20/2016 Denali Fundraising Consultants - info@denalifsp.com
  • 57. 57 Google Grants 1/20/2016 Denali Fundraising Consultants - info@denalifsp.com
  • 58. 58 Video Budget and create for website and YouTube or Vimeo 1/20/2016 Denali Fundraising Consultants - info@denalifsp.com
  • 59. 59 YouTube Nonprofit Program 1/20/2016 Denali Fundraising Consultants - info@denalifsp.com
  • 60. • Facebook nonprofit page • Facebook boosted post • Facebook event 60 Facebook 1/20/2016 Denali Fundraising Consultants - info@denalifsp.com
  • 61. 61 Facebook Page • Fill out everything in the “About” tab • Create call to action button – either Contact Us or Donate Now 1/20/2016 Denali Fundraising Consultants - info@denalifsp.com
  • 62. 62 Facebook Boosted Post 1/20/2016 Denali Fundraising Consultants - info@denalifsp.com
  • 63. 63 How to Create a Facebook Boosted Post w/Link  Open Facebook  Write post “Please support us with a donation this year…”  Keep it short  Add link (URL) to your donation page  Schedule post  Boost post (click “Boost” button) o Choose “People you choose through targeting” o Choose location – local cities and area o Choose age – 21+ unless youth nonprofit o Choose interests that are like your nonprofit o Choose $20-$150 depending on budget o Boost post for 7 days  Reschedule post each week for duration of campaign 1/20/2016 Denali Fundraising Consultants - info@denalifsp.com
  • 64. 64 Email Signature for all Staff/Volunteers 1/20/2016 Denali Fundraising Consultants - info@denalifsp.com
  • 65. 65 E-newsletter 1/20/2016 Denali Fundraising Consultants - info@denalifsp.com
  • 66. 66 eBlasts 1/20/2016 Denali Fundraising Consultants - info@denalifsp.com
  • 67. • Twitter and Twitter Ads • LinkedIn and LinkedIn Company Page Ads • PayPal Here • PayPal Giving Fund – eBay Giving Works • Fundly 67 Social Media - Other 1/20/2016 Denali Fundraising Consultants - info@denalifsp.com
  • 68. • Go to your followers • Create first tweet “Thanx for following. Your support helps us _____ in our community. Please visit (or Donate) at www.xxxx.org. Plz retweet. • Insert photo (optional) • Copy first tweet • Paste into 2nd tweet, repeat as necessary 68 Twitter 1/20/2016 Denali Fundraising Consultants - info@denalifsp.com
  • 69. • Fill out everything in personal profile • See my profile for example • Create company page (nonprofit page) • Becoming increasingly popular • Affluence of users • Inexpensive for ads to select individuals 69 LinkedIn 1/20/2016 Denali Fundraising Consultants - info@denalifsp.com
  • 70. • Sign up for PayPal Nonprofit • When approved only 2.2%, add to website • Order PayPal Here for mobile credit card reader • Signup for PayPal Giving Fund individuals can donate a portion of all eBay sales (10- 100%) 70 PayPal 1/20/2016 Denali Fundraising Consultants - info@denalifsp.com
  • 71. 71 Fundly - Crowdfunding 1/20/2016 Denali Fundraising Consultants - info@denalifsp.com
  • 72. 72 Promotion & Exposure 1/20/2016 Denali Fundraising Consultants - info@denalifsp.com
  • 73. 73 Amazon Wish List Make sure to have “Add to Wish List” tab on browser 1/20/2016 Denali Fundraising Consultants - info@denalifsp.com
  • 74. 74 Rating & Online Portals Top 3 are very important! 1/20/2016 Denali Fundraising Consultants - info@denalifsp.com
  • 75. Holiday Campaign Calendar • October – • Set goals & budget with staff & Executive Director • Create plan & calendar • Meet w staff, volunteers and vendors • November – • Misc. corporate requests for funding (11/5) • 1st holiday mailers appeal & acquisition (11/10) • Begin online marketing campaigns (11/15) • December – • 2nd holiday mailer appeal & acquisition (11/26) • Misc. corporate requests for funding (12/1) • PCG marketing campaign (12/26) • End of Year online marketing campaign & eblast (12/30 & 12/31) 1/20/2016 Denali Fundraising Consultants - info@denalifsp.com 75
  • 76. Pick.Click.Give. • Start planning in October with holiday campaign • Goals, calendar & plan (see attached) • Online • Dec 26 is kickoff of online • Social Media • Eblasts • Offline • Holiday mailers • All remits • Postcards 1/20/2016 Denali Fundraising Consultants - info@denalifsp.com 76
  • 77. • Set goal • Set calendar & budget • Thank all past year donors to PCG • Press release for PCG results 77 Pick.Click.Give. Calendar November 1/20/2016 Denali Fundraising Consultants - info@denalifsp.com
  • 78. Pick.Click.Give. sample campaign • Postcard mailer to 10,000 names – Lesley Dec 28 • PSA radio – Ken/Fine Point Jan 2 • PSA TV – Ken/Fine Point Dec 31 • Email eblast thru Constant Contact – Lesley Dec 31 for Jan 1 to 5,500 names • Press Release – “Bean’s Café foresees an increase…” Ken (60 names in media) • Winter eNewsletter mention – Lesley • Facebook w link – Lesley Dec 31 • Facebook event page – Fine Point/Lesley Dec 31 • Google AdWords – Ken/Alaska Search Marketing Dec 31 • Email signature for all employees – Ken/Terra/Lesley Dec 31 • Incoming phone message – Lesley Jan 3 • PCG Card in all thank yous – Lesley Jan 3 • Sticky labels of Bean’s Café & Pick Click Give for envelopes – Lesley Jan 4 • Pick Click Give on website move to top location or splash page – Chris Jan 2 • Pick.Click.Give own landing page on website – Chris Jan 2 • Have clients do Permanent Fund and PCG – Kathy • Facebook sponsored ads – Fine Point Dec 31 • Spenard Builder Supply reader board – Lesley Feb 25 • Info with year-end receipt 3,500 names – Lesley Jan 25 • GCI channel 1 – Fine Point/Lesley Jan 2 • Tweet – Lesley Dec 31 • Need to ask churches to put in church bulletin • Picture upload upon donation on Facebook – Fine Point/Ken (2014) • Year-end mailers with PCG card – 3,350 names Jan 23 • Twitter hash tag 1/20/2016 Denali Fundraising Consultants - info@denalifsp.com 78
  • 79. Alaska BOXING Academy Promoting the development of physically and emotionally healthy young adults. ONE ROUND AT A TIME! PO Box 201231, Anchorage AK 99520 - www.akboxing.org - email: info@akboxing.org 11/3/2014 Joe Donor 5555 Any Street Anchorage, AK 99508 Dear Joe: Alaska Boxing Academy would like to thank you for your support of our mission to train and develop at-risk youth through the 2014 state of Alaska Permanent Fund Pick.Click.Give. program. Your support has allowed us to work with over 120 at-risk youths this year and we truly appreciate your help in making this program a success. Visit us anytime at our website or Facebook page to see the latest news about Alaska Boxing Academy and the youths we serve. Next year we hope to raise $10,000 through the Pick.Click.Give. program and we hope that your continued support will help us reach our goal. Again thank you for all of your support and help and please feel free to contact us anytime with any questions or concerns. Sincerely, D avidCarey Program Director Alaska Boxing Academy 907 555-1212 info@akboxing.org Please support us next year with a 2015 Pick.Click.Give. contribution. Thank you. 79 Thank You Letter to PCG Donor 1/20/2016 Denali Fundraising Consultants - info@denalifsp.com
  • 80. 1. PCG card in all mailers and thank yous 2. PCG mention in all holiday mailers 3. Winter newsletter mention (if applicable) 4. Sticky labels for all mailers from nonprofit 5. Local reader boards 80 Pick.Click.Give. Calendar December 1/20/2016 Denali Fundraising Consultants - info@denalifsp.com
  • 81. 6. Radio PSA to be read or recorded 7. TV PSA to be read or recorded 8. Postcard mailer for PCG 9. PCG email signature 10.GCI PSA 11.Google for nonprofits 81 Pick.Click.Give. Calendar December cont. 1/20/2016 Denali Fundraising Consultants - info@denalifsp.com
  • 82. Alaska BOXING Academy Promoting the development of physically and emotionally healthy young adults. ONE ROUND AT A TIME! PO Box 201231, Anchorage AK 99520 - www.akboxing.org - email: info@akboxing.org Alaska Boxing Academy Public Service Announcement PSA, Thirty (30) SECONDS Run: December 15th 2014 - March 30th, 2015 FOR MORE INFORMATION: David Carey Program Director Alaska Boxing Academy 555-1212 | info@akboxing.org SUBJECT: Pick.Click.Give. & the Alaska Boxing Academy Many Alaskan's are busy these upcoming months filing for the 2015 Permanent Fund Dividend. This year you have the opportunity to support the Alaska Boxing Academy by contributing part or all of your permanent fund dividend through the Pick.Click.Give. program. Pick.Click.Give. provides a safe, secure and easy way to make a donation to the Alaska Boxing Academy and you can join many others in supporting a nonprofit program that helps at-risk youth in Anchorage. Visit www.akboxing.org for more information on the Alaska Boxing Academy and thank you for supporting us in our mission to help at-risk youth. 82 Radio PSA To Be Read or Recorded 1/20/2016 Denali Fundraising Consultants - info@denalifsp.com
  • 83. 83 TV PSA (if 30 sec video available) 1/20/2016 Denali Fundraising Consultants - info@denalifsp.com
  • 84. 84 Sample 5 x 8 in. PCG Postcard Mailer 1/20/2016 Denali Fundraising Consultants - info@denalifsp.com
  • 85. 85 Email Signature for all Staff/Volunteers 1/20/2016 Denali Fundraising Consultants - info@denalifsp.com
  • 86. 12. eBlasts 13. Facebook promoted post 14. Facebook event 15. Google AdWords 16. Incoming phone message 17. Website landing or splash page 18. Twitter 86 Pick.Click.Give. Calendar December cont. 1/20/2016 Denali Fundraising Consultants - info@denalifsp.com
  • 87. • Have clients do PCG onsite • Provide laptops or desktops to use • Provide staff to assist • Cannot make PCG donation obligatory • Do local radio talk shows (set appt. in Dec.) • Talk about mission • Talk about how PCG donations have supported mission • Talk about goals for this year’s campaign • Press release for this years PCG goals • Auto calls or volunteer/staff calls for PCG • PCG message or card in year end receipts (if applicable) 87 Pick.Click.Give. Calendar - January 1/20/2016 Denali Fundraising Consultants - info@denalifsp.com
  • 88. 1/20/2016 Denali Fundraising Consultants - info@denalifsp.com 88
  • 89. Events • Problems with events • Usually poor (ROI) return for time invested • Too many local events • Can be costly • Positives from events • Acquire new supporters • Get names! • Get addresses • Get emails • Involves volunteers • Involves board • Promotion and branding of nonprofit • Can be profitable 1/20/2016 Denali Fundraising Consultants - info@denalifsp.com 89
  • 90. Your 2016 Annual Event Fundraising CampaignGoals&Plans What are our Goals What are our Plans CalendarandWho When do we it? Who does it? Implementation Follow the plan Adjust as needed FollowUp&PCG Track results Thank yous 1/20/2016 Denali Fundraising Consultants - info@denalifsp.com 90
  • 91. Event Promotion • Offline promotion • Direct mail – postcards • Posters on community bulletin boards • Online promotion • Evite • Email promotion to community calendars – 53 sites • Facebook event & pages • Online sites (11) • Media promotion • Radio PSA or Ad • TV PSA or Ad 1/20/2016 Denali Fundraising Consultants - info@denalifsp.com 91
  • 92. Event Promotion • Event Poster • 8.5 x 11 and or 11x17 • Name, location, time, cost • Picture (very important) • Post on community bulletin boards – • Carrs-Safeway, Fred Meyer • Starbucks, Kaladis • The Alaska Club • Downtown - Snow City, Urban Greens, Side Street Espresso • Midtown – REI, Middle Way, Sear Mall Food Court • South Anchorage – Taproot, Gold Rush Liquors • Attach to emails and digital/online 1/20/2016 Denali Fundraising Consultants - info@denalifsp.com 92
  • 93. Poster 1/20/2016 Denali Fundraising Consultants - info@denalifsp.com 93
  • 94. Event Promotion Postcard Mailer 1/20/2016 Denali Fundraising Consultants - info@denalifsp.com 94
  • 95. Event Promotion •Online promotion • Evite • Email promotion to community calendars • Facebook event & pages • Online sites (11) 1/20/2016 Denali Fundraising Consultants - info@denalifsp.com 95
  • 96. Evite •Create event • Photo • Title, date, time, location • Phone number!!! • Message (what is in it for them) • Show who is coming (optional) • Send to website to register or more info 1/20/2016 Denali Fundraising Consultants - info@denalifsp.com 96
  • 97. Evite 1/20/2016 Denali Fundraising Consultants - info@denalifsp.com 97
  • 98. Community Calendars •Email as BCC to list • Ask and thank them for sharing • Attach event poster/flyer • For more information send them to website or Evite/Facebook •See handout list 1/20/2016 Denali Fundraising Consultants - info@denalifsp.com 98
  • 99. Community Calendars – see attachment Alaska Dispatch News jguest@adn.com Alaska Dispatch News kmacknicki@adn.com Alaska Integrated Media laurie@alaskaim.com Alaska Journal of Commerce calendar@alaskajournal.com Anchorage Press editor@anchoragepress.com Catholic Anchor catholicanchor@gci.net Chugiak-Eagle River Star editor@alaskastar.com Coastal Television scenters@youralaskalink.com Community xtra xtra@adn.com Fairbanks Daily News-Miner calendar@newsminer.com GCI Cable blarson@gci.com Hilcorp lnelson@hilcorp.com I Heart Media joelalbrecht@iheartmedia.com KAKQ kfbx@iheartmedia.com KAYO kathy@countrylegends1009.com KBRW pd@kbrw.org KBRW gm@kbrw.org KCAM clatters@kcam.org KCBF glen@fbxradio.com KCDV calendar@cordovaradio.com 1/20/2016 Denali Fundraising Consultants - info@denalifsp.com 99
  • 100. Facebook Event  Facebook event on nonprofit page  Create event on page and boost  Can’t group message event registrants or interested  Facebook event on personal page  Invite friends of your page  Facebook “Like” pages  Post to other organization’s page that “like” your page 1/20/2016 Denali Fundraising Consultants - info@denalifsp.com 100
  • 101. How to create Facebook Event  Click on “Event” tab  Name: Name the event  Details: Add details about what is in it for the participant  Location  Tickets: Important! Link to website or Evite to register or purchase tickets  When: Date and time  Category: Causes – Fundraising  Add event photo  Invite tab – All friends 1/20/2016 Denali Fundraising Consultants - info@denalifsp.com 101
  • 102. Facebook Event 1/20/2016 Denali Fundraising Consultants - info@denalifsp.com 102
  • 103. Facebook Boosted Post for Event  Open Facebook  Write post “Only one more month to… get your tickets today” (Urgency)  Keep it short  Add link (URL) to your ticket or registration page  Schedule post  Boost post (click “Boost” button) o Choose “People you choose through targeting” o Choose location – local cities and area o Choose age – 21+ unless youth nonprofit o Choose interests that are like your nonprofit o Choose $20-$150 depending on budget o Boost post for 7 days  Reschedule post each week for duration of campaign (look at # of responses) 1/20/2016 Denali Fundraising Consultants - info@denalifsp.com 103
  • 104. Other Digital & Online Sites Twitter Tweet and make sure to ask for retweet Craigslist Set up event 104104104 Event http://www.whofish.org/ GCI Channel 12 & 1 http://apps.gci.com/forms/psa/requests/new Coastal TV http://www.youralaskalink.com/community/local-events/submit KTUU TV http://www.ktuu.com/features/eventscalendar Anchorage Press https://www.spingo.com/submit/?partnerId=386&partnerId=386 Alaska Dispatch News http://www.adn.com/node/add/calendar-event Alaska Public Media http://www.alaskapublic.org/calendar/ KAKL http://klove.com/events/submit.aspx KATB http://www.katb.org/Calendar/index.html Eventful http://eventful.com/events/new Visit Anchorage http://www.anchorage.net/submit-event • Click on each URL and add event to their site 1/20/2016 Denali Fundraising Consultants - info@denalifsp.com 104
  • 105. PSAs and Ads • Radio PSA - free • 15 sec or 30 sec • Date, time, location • Why this event • The ask – where to purchase tickets or register • Make sure you have written version of PSA for DJs to read • Contact Denali FSP for list of 81 radio stations • Radio shows • TV PSA - free • Very effective • Make sure there is an intro and outro • 15 or 30 sec video • Make sure there is a URL or phone # to purchase tickets • Contact Denali FSP for list of 23 TV stations • Radio & TV Ads • Same as above except not free! 1/20/2016 Denali Fundraising Consultants - info@denalifsp.com 105
  • 106. Major Donors • Identify • $500 and above • Monthly or regulars donors • 20/80 rule (Pareto principle) • Pareto squared • Top 4% = 60% • Approach and ask • 1st meeting • Thank you, why and future plans • Ask meeting • Board member or ED (best is board of directors chairperson) • Role play 1. Thank you for meeting with us and we would like to thank you for…. (past support) 2. Remember the why 3. Future plan 4. Ask for specific amount (your support this year will allow us to do…) 5. Be quiet, listen and wait (always yes or not now because of…, rarely no) 6. Thank again for time or support • Role play – 10 minutes • Group of 4 w 2 observers and then switch 1/20/2016 Denali Fundraising Consultants - info@denalifsp.com 106
  • 107. Major Donors • First meeting • 1st meeting • Phone call to set up meeting • Development director or NPO staff member • Coffee shop, donors home, nonprofit’s office • Thank you, why and future plans (people donate for the future…) • No ask for support but if donor wants to donate… • Ask for tour or more information 1/20/2016 Denali Fundraising Consultants - info@denalifsp.com 107
  • 108. Major Donors • Approach and ask • 2nd Ask for support meeting • Board member or ED (best is board of directors chairperson) • Staff member can set appointment • Role play 1. Thank you for meeting with us and we would like to thank you for…. (past support) 2. Remember the why and speak about that 3. Future plan (in 2016 we hope to expand (add, enhance, grow) our… 4. Ask for specific amount (Would you be open to supporting us this year with a pledge/donation of $5,000 which will allow us to do…) 5. Be quiet, listen and wait (usually YES or not now because of…, rarely no) 6. Thank again for time or support 7. Follow up with letter/card no matter the answer • Role play – 10 minutes • Group of 4 w 2 participants and 2 observers and then switch 1/20/2016 Denali Fundraising Consultants - info@denalifsp.com 108
  • 109. SMALL NONPROFIT ORGANIZATIONAL MEMBERSHIP - $150 ($100 + $50 chapter dues) Nonprofit Organizational Membership – Small: Open to nonprofit organizations who can answer yes to all the following criteria: 1. An operating budget of less than $1,000,000 2. A fundraising department with less than two (2) Full time equivalent (FTE) staff 3. Individually incorporated or otherwise organized as a separate entity in the laws of the specific country; and 4. Not affiliated with a larger institution supporting their operations. The organization will designate one fundraising professional to receive the benefits offered in this membership category. The membership may be transferred to another individual if the original member leaves the organization. Limit one membership per organization. YOUNG PROFESSIONAL - $75 ($50 + $25 chapter dues)  Young Professional: Open to persons who hold some degree of responsibility directly for fundraising, work within the U.S. and Canada and are compensated for their services, and are 30 years old or younger. Association of Fundraising Professionals - Alaska Chapter 1/20/2016 Denali Fundraising Consultants - info@denalifsp.com 109
  • 110. Denali FSP Fundraising Consultants - Services • Fundraising Audits • Design, Implement and Support NPO Best Practices Fundraising • Dashboard & calendar • Organization requests for funding • Best practice direct mail • Marketing, branding and communication • Acquisition mail lists • Database clean up and append • Seminars, group classes and training • Pick.Click.Give. Best practices implementation and training • Nonprofit web design 1/20/2016 Denali Fundraising Consultants - info@denalifsp.com 110
  • 111. Alaska Community Foundation Strengthening Organizations Grant Next Review Deadline: Feb 15, 2015 by 9 p.m. Eligible nonprofit organizations apply for grants to build the capacity of their organizations. Eligibility is limited to 501(c)3 nonprofit, or equivalent, organizations located in the state of Alaska. Equivalent organizations may include tribes, schools, churches, local government agencies and programs. Grant awards will support professional staff and board of directors in their efforts to access tools, develop practical skills, and cultivate support systems needed to effectively achieve the organization’s mission in the areas of organizational development, program development. For additional information, please review the following documents. If you have any questions, please contact ACF at 907-274-6700 http://alaskacf.org/blog/grants/strengthening-orgs 1/20/2016 Denali Fundraising Consultants - info@denalifsp.com 111
  • 112. Final Thoughts & Questions • Join AFP • Get instruction from Denali FSP, Foraker, online • Thank promptly • Facilitate the relationship between the donor and mission • Try something new! • Enjoy the process and the journey • Encourage others in the field Final Questions? 1/20/2016 Denali Fundraising Consultants - info@denalifsp.com 112
  • 113. • Ken Miller – Denali FSP Fundraising Consultants – www.denalifsp.com • 907 250-8488 – ken@denalifsp.com Blogs and websites to favorite AFP Alaska Chapter – Scholarships, monthly training, annual conference & more! The Foraker Group – ongoing NPO trainings Jeff Brooks – “Future Fundraising Now” Roger Craver – “The Agitator” Sean Triner – “Pareto Fundraising” Jon Loomer – “Jon Loomer Digital” Tom Ahern – “Donor Communications” Thank you! 113 Presenter’s Contact Information 1/20/2016 Denali Fundraising Consultants - info@denalifsp.com

Editor's Notes

  1. Template is available in toolkit
  2. Make sure all links work and use button for easy mobile use.
  3. Can be sent in alone or recorded as mp3 and given to radio stations.