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5 Ways to Ratchet Up Your Fundraising
                Using LinkedIn
     Geri Stengel, Marc W. Halpert & Maria Semple


                    October 2, 2012



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Today’s Speakers
                                                                Geri Stengel
                                                                President
                                                                Ventureneer

            Maria Semple
                      Principal
            The Prospect Finder



                                    Marc Halpert
                                    Managing Partner
                                    Your Best Interest

Assisting with chat questions:                                                         Hosting:
Jamie Maloney, Nonprofit Webinars              Cheri J Weissman, CJW Consulting & Services, Inc.

A Service
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5 Ways to Ratchet Up Your
Fundraising Using LinkedIn
Nonprofit Webinars
October 2, 2012

Marc Halpert, Maria Semple,
Geri Stengel




5                         © 2012 Ventureneer. All rights reserved.
Agenda


    • The Lay of the Land
    • Looking Your Best
    • Finding What You’re
      Looking For
    • Getting That All
      Important Intro
    • Case Study: Finding
      Donors, Board Members
      and Partners
    • Building Relationships
    • Other LinkedIn Uses
    • Q&A



6                    © 2012 Ventureneer. All rights reserved.
A Roadmap to Successful Use of Linked in 5 Steps

1.   Polish your profile so you and your organization shine bright
2.   Increase your visibility with keywords
3.   Research potential major donors
4.   Meet the people you want to know
5.   Build long-term relationships




7                       © 2012 Ventureneer. All rights reserved.
The Lay of the Land




8               © 2012 Ventureneer. All rights reserved.
Nonprofits Not Taking Advantage of LinkedIn’s Abilities


                                                               52%

                          44%                      43%
                                                                                            38%

                                                                              29%
                                       23%

                 14%
                                                                                     10%
        7%



      Research Database                 Get Introduction                      Talent Recruitment

                  Nonprofits           Small Businesses                       Power Users
    Source: Ditch Digital Dabbling: How Small Businesses + Nonprofits Can Master Online Marketing


9                                  © 2012 Ventureneer. All rights reserved.
LinkedIn Usage and Effectiveness

                                         80%
                          70%


             51%

                                                                                         39%



                                                                                15%
                                                                  11%



                           Use                                       Very Effective Rating

                    Nonprofits           Small Businesses                      Power Users

     Source: Ditch Digital Dabbling: How Small Businesses + Nonprofits Can Master Online Marketing


10                                  © 2012 Ventureneer. All rights reserved.
The More You Put In the More You Get Out

                                Nonprofits                                     Power Uses




Complain                               44%                                        17%
Fully Embraces                         31%                                        70%
     Source: Ditch Digital Dabbling: How Small Businesses + Nonprofits Can Master Online Marketing

11                                  © 2012 Ventureneer. All rights reserved.
Your Whole
Organization Needs to
Look Its Best:
Especially You



12             © 2012 Ventureneer. All rights reserved.
Goal: How to Make LinkedIn Tell Others




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30   © 2012 Ventureneer. All rights reserved.
Your Whole
Organization Needs to
Look Its Best:
Especially You



31             © 2012 Ventureneer. All rights reserved.
Volunteer Experience & Causes




  32                                    © 2012 Ventureneer. All rights reserved.

©Marc W. Halpert | All rights reserved | www. connect2collaborate.com | www.linkedin.com/in/marchalpert | Sep 2011
Free LinkedIn Apps




33   © 2012 Ventureneer. All rights reserved.
Just Some of the Free LinkedIn Apps




34           © 2012 Ventureneer. All rights reserved.
Make a Company Profile Page




35               © 2012 Ventureneer. All rights reserved.
36   © 2012 Ventureneer. All rights reserved.
To learn more about
                                                company profile pages
                                                for nonprofits, see:
                                                http://connect2collaborate.
                                                wordpress.com/why-linkedin-
                                                company-pages-matter-to-
                                                non-profits/




37   © 2012 Ventureneer. All rights reserved.
Finding What
You’re Looking For




38             © 2012 Ventureneer. All rights reserved.
Several Ways to Prospect

• Using Advanced Search Feature
• Mining Your First Degree Connections
• Finding and Mining Groups




39                 © 2012 Ventureneer. All rights reserved.
LinkedIn Advanced Search




40               © 2012 Ventureneer. All rights reserved.
Search Rutgers Graduates, Accounting, Within 25 Miles




41                © 2012 Ventureneer. All rights reserved.
Focus: 1st Degree Connections, 2nd Degree
Connections and Members of My Shared Groups




42               © 2012 Ventureneer. All rights reserved.
Search Yielded 157 Results. YOURS different.




43                © 2012 Ventureneer. All rights reserved.
Save Your Searches! Puts LinkedIn on auto-pilot for You




44                 © 2012 Ventureneer. All rights reserved.
Several Ways to Prospect

• Using Advanced Search Feature
• Mining Your First Degree Connections
• Finding and Mining Groups




45                 © 2012 Ventureneer. All rights reserved.
Peruse List – Find Opportunities for Intro




46                  © 2012 Ventureneer. All rights reserved.
Getting That Intro

• Use LinkedIn’s Built-in system for connecting through a
  contact
• Invite the person to connect directly with you. Make sure you
  personalize the invitation to connect
• Old School works too: Call your 1st degree contact to see how
  well they know your prospect and would be willing to initiate an
  introduction on your behalf




47                     © 2012 Ventureneer. All rights reserved.
Several Ways to Prospect

• Using Advanced Search Feature
• Mining Your First Degree Connections
• Finding and Mining Groups




48                 © 2012 Ventureneer. All rights reserved.
How to Find Groups

• Use the Search box and begin typing in words describing what
  you are looking for. (Don’t forget to change the drop down
  menu to ‘groups’)
• See what Groups your own 1st degree connections are joining.
  They may be right for you, too!




49                   © 2012 Ventureneer. All rights reserved.
Animal Nonprofit Wants People Interested in Pets




50                 © 2012 Ventureneer. All rights reserved.
What to Do Once You’ve Joined a LinkedIn Group

• Monitor the Discussions and participate where you can add
  value
• Start your own Discussions about topics of interest to this
  Group
• Share your Upcoming Events within Groups. Events can be
  listed in LinkedIn or you can even share a URL to an event
  description online. Your choice!




51                    © 2012 Ventureneer. All rights reserved.
How to Keep up With Group Discussions?

• In Account settings link, decide on the frequency of group
  digest emails. No Email; Weekly; or Daily. Find the setting
  that feels comfortable and won’t overwhelm you
• Some Groups are “Members Only” and require approval to
  join. Discussions are seen only by members of this Group.
  (Look for the lock symbol)




52                    © 2012 Ventureneer. All rights reserved.
Sample Group Profile




53                © 2012 Ventureneer. All rights reserved.
Inviting Group Members to Connect With You Directly

• Use LinkedIn’s filtering tool to help you find members where
  you are 2nd degree connected
• Peruse those 2nd degree connections and broaden your
  network further by sending an invitation to connect with you




54                    © 2012 Ventureneer. All rights reserved.
Mining Groups for 2nd Degree Connections




55                © 2012 Ventureneer. All rights reserved.
Case Studies




56             © 2012 Ventureneer. All rights reserved.
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59   © 2012 Ventureneer. All rights reserved.
60   © 2012 Ventureneer. All rights reserved.
Board Connect: Tapping 2nd Connections




61                © 2012 Ventureneer. All rights reserved.
Sample InMail Note

Dear xxx,

We share a number of connections on LinkedIn, and an interest in XXX.

I’m on the board of Praxis Housing, a homeless organization in NYC. I
am looking for good people to help with this great organization,
including opportunities from serving on a committee to joining our board.

Please let me know a good time to speak and your phone number.

Regards,
Geri




62                       © 2012 Ventureneer. All rights reserved.
Building
Relationships




63              © 2012 Ventureneer. All rights reserved.
Different Medium Same Rules




64               © 2012 Ventureneer. All rights reserved.
Other LinkedIn Uses




65             © 2012 Ventureneer. All rights reserved.
LinkedIn Today




66               © 2012 Ventureneer. All rights reserved.
A Roadmap to Successful Use of Linked in 5 Steps

1.   Polish your profile so you and your organization shine bright
2.   Increase your visibility with keywords
3.   Research potential major donors
4.   Meet the people you want to know
5.   Build long-term relationships




67                      © 2012 Ventureneer. All rights reserved.
Resources

•    5 Ways to Make LinkedIn Board
     Connect Work for Your Nonprofit
•    Putting LinkedIn to Use for Your
     Nonprofit
•    LinkedIn Board Connect
•    LinkedIn’s Learning Center for
     Nonprofits




68                           © 2012 Ventureneer. All rights reserved.
Connect With Us

Name              Social Media
Geri Stengel      http://www.linkedin.com/in/geristengel
                  http://www.facebook.com/Ventureneer
                  http://twitter.com/#!/ventureneer
Marc Halpert      http://www.linkedin.com/in/marchalpert
                  http://www.connect2collaborate.com
                  http://twitter.com/#!/marchalpert
Maria Semple      http://www.linkedin.com/in/mariasemple
                  http://www.facebook.com/TheProspectFinder
                  http://www.twitter.com/#!/mariasemple
                  Text PROSPECT to 22828 for research tips.




69                © 2012 Ventureneer. All rights reserved.
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5 Ways to Ratchet Up Your Fundraising Using LinkedIn

  • 1. 5 Ways to Ratchet Up Your Fundraising Using LinkedIn Geri Stengel, Marc W. Halpert & Maria Semple October 2, 2012 A Service Of: Sponsored by:
  • 2. Protecting and Preserving the www.cjwconsulting.com Institutional Memories of Nonprofits Since 1993 (866) 598-0430 info@cjwconsulting.com A Service Of: Sponsored by:
  • 3. www.mission.do A Service Of: Sponsored by:
  • 4. Today’s Speakers Geri Stengel President Ventureneer Maria Semple Principal The Prospect Finder Marc Halpert Managing Partner Your Best Interest Assisting with chat questions: Hosting: Jamie Maloney, Nonprofit Webinars Cheri J Weissman, CJW Consulting & Services, Inc. A Service Of: Sponsored by:
  • 5. 5 Ways to Ratchet Up Your Fundraising Using LinkedIn Nonprofit Webinars October 2, 2012 Marc Halpert, Maria Semple, Geri Stengel 5 © 2012 Ventureneer. All rights reserved.
  • 6. Agenda • The Lay of the Land • Looking Your Best • Finding What You’re Looking For • Getting That All Important Intro • Case Study: Finding Donors, Board Members and Partners • Building Relationships • Other LinkedIn Uses • Q&A 6 © 2012 Ventureneer. All rights reserved.
  • 7. A Roadmap to Successful Use of Linked in 5 Steps 1. Polish your profile so you and your organization shine bright 2. Increase your visibility with keywords 3. Research potential major donors 4. Meet the people you want to know 5. Build long-term relationships 7 © 2012 Ventureneer. All rights reserved.
  • 8. The Lay of the Land 8 © 2012 Ventureneer. All rights reserved.
  • 9. Nonprofits Not Taking Advantage of LinkedIn’s Abilities 52% 44% 43% 38% 29% 23% 14% 10% 7% Research Database Get Introduction Talent Recruitment Nonprofits Small Businesses Power Users Source: Ditch Digital Dabbling: How Small Businesses + Nonprofits Can Master Online Marketing 9 © 2012 Ventureneer. All rights reserved.
  • 10. LinkedIn Usage and Effectiveness 80% 70% 51% 39% 15% 11% Use Very Effective Rating Nonprofits Small Businesses Power Users Source: Ditch Digital Dabbling: How Small Businesses + Nonprofits Can Master Online Marketing 10 © 2012 Ventureneer. All rights reserved.
  • 11. The More You Put In the More You Get Out Nonprofits Power Uses Complain 44% 17% Fully Embraces 31% 70% Source: Ditch Digital Dabbling: How Small Businesses + Nonprofits Can Master Online Marketing 11 © 2012 Ventureneer. All rights reserved.
  • 12. Your Whole Organization Needs to Look Its Best: Especially You 12 © 2012 Ventureneer. All rights reserved.
  • 13. Goal: How to Make LinkedIn Tell Others 13 © 2012 Ventureneer. All rights reserved.
  • 14. 14 © 2012 Ventureneer. All rights reserved.
  • 15. 15 © 2012 Ventureneer. All rights reserved.
  • 16. 16 © 2012 Ventureneer. All rights reserved.
  • 17. 17 © 2012 Ventureneer. All rights reserved.
  • 18. 18 © 2012 Ventureneer. All rights reserved.
  • 19. 19 © 2012 Ventureneer. All rights reserved.
  • 20. 20 © 2012 Ventureneer. All rights reserved.
  • 21. 21 © 2012 Ventureneer. All rights reserved.
  • 22. 22 © 2012 Ventureneer. All rights reserved.
  • 23. 23 © 2012 Ventureneer. All rights reserved.
  • 24. 24 © 2012 Ventureneer. All rights reserved.
  • 25. 25 © 2012 Ventureneer. All rights reserved.
  • 26. 26 © 2012 Ventureneer. All rights reserved.
  • 27. 27 © 2012 Ventureneer. All rights reserved.
  • 28. 28 © 2012 Ventureneer. All rights reserved.
  • 29. 29 © 2012 Ventureneer. All rights reserved.
  • 30. 30 © 2012 Ventureneer. All rights reserved.
  • 31. Your Whole Organization Needs to Look Its Best: Especially You 31 © 2012 Ventureneer. All rights reserved.
  • 32. Volunteer Experience & Causes 32 © 2012 Ventureneer. All rights reserved. ©Marc W. Halpert | All rights reserved | www. connect2collaborate.com | www.linkedin.com/in/marchalpert | Sep 2011
  • 33. Free LinkedIn Apps 33 © 2012 Ventureneer. All rights reserved.
  • 34. Just Some of the Free LinkedIn Apps 34 © 2012 Ventureneer. All rights reserved.
  • 35. Make a Company Profile Page 35 © 2012 Ventureneer. All rights reserved.
  • 36. 36 © 2012 Ventureneer. All rights reserved.
  • 37. To learn more about company profile pages for nonprofits, see: http://connect2collaborate. wordpress.com/why-linkedin- company-pages-matter-to- non-profits/ 37 © 2012 Ventureneer. All rights reserved.
  • 38. Finding What You’re Looking For 38 © 2012 Ventureneer. All rights reserved.
  • 39. Several Ways to Prospect • Using Advanced Search Feature • Mining Your First Degree Connections • Finding and Mining Groups 39 © 2012 Ventureneer. All rights reserved.
  • 40. LinkedIn Advanced Search 40 © 2012 Ventureneer. All rights reserved.
  • 41. Search Rutgers Graduates, Accounting, Within 25 Miles 41 © 2012 Ventureneer. All rights reserved.
  • 42. Focus: 1st Degree Connections, 2nd Degree Connections and Members of My Shared Groups 42 © 2012 Ventureneer. All rights reserved.
  • 43. Search Yielded 157 Results. YOURS different. 43 © 2012 Ventureneer. All rights reserved.
  • 44. Save Your Searches! Puts LinkedIn on auto-pilot for You 44 © 2012 Ventureneer. All rights reserved.
  • 45. Several Ways to Prospect • Using Advanced Search Feature • Mining Your First Degree Connections • Finding and Mining Groups 45 © 2012 Ventureneer. All rights reserved.
  • 46. Peruse List – Find Opportunities for Intro 46 © 2012 Ventureneer. All rights reserved.
  • 47. Getting That Intro • Use LinkedIn’s Built-in system for connecting through a contact • Invite the person to connect directly with you. Make sure you personalize the invitation to connect • Old School works too: Call your 1st degree contact to see how well they know your prospect and would be willing to initiate an introduction on your behalf 47 © 2012 Ventureneer. All rights reserved.
  • 48. Several Ways to Prospect • Using Advanced Search Feature • Mining Your First Degree Connections • Finding and Mining Groups 48 © 2012 Ventureneer. All rights reserved.
  • 49. How to Find Groups • Use the Search box and begin typing in words describing what you are looking for. (Don’t forget to change the drop down menu to ‘groups’) • See what Groups your own 1st degree connections are joining. They may be right for you, too! 49 © 2012 Ventureneer. All rights reserved.
  • 50. Animal Nonprofit Wants People Interested in Pets 50 © 2012 Ventureneer. All rights reserved.
  • 51. What to Do Once You’ve Joined a LinkedIn Group • Monitor the Discussions and participate where you can add value • Start your own Discussions about topics of interest to this Group • Share your Upcoming Events within Groups. Events can be listed in LinkedIn or you can even share a URL to an event description online. Your choice! 51 © 2012 Ventureneer. All rights reserved.
  • 52. How to Keep up With Group Discussions? • In Account settings link, decide on the frequency of group digest emails. No Email; Weekly; or Daily. Find the setting that feels comfortable and won’t overwhelm you • Some Groups are “Members Only” and require approval to join. Discussions are seen only by members of this Group. (Look for the lock symbol) 52 © 2012 Ventureneer. All rights reserved.
  • 53. Sample Group Profile 53 © 2012 Ventureneer. All rights reserved.
  • 54. Inviting Group Members to Connect With You Directly • Use LinkedIn’s filtering tool to help you find members where you are 2nd degree connected • Peruse those 2nd degree connections and broaden your network further by sending an invitation to connect with you 54 © 2012 Ventureneer. All rights reserved.
  • 55. Mining Groups for 2nd Degree Connections 55 © 2012 Ventureneer. All rights reserved.
  • 56. Case Studies 56 © 2012 Ventureneer. All rights reserved.
  • 57. 57 © 2012 Ventureneer. All rights reserved.
  • 58. 58 © 2012 Ventureneer. All rights reserved.
  • 59. 59 © 2012 Ventureneer. All rights reserved.
  • 60. 60 © 2012 Ventureneer. All rights reserved.
  • 61. Board Connect: Tapping 2nd Connections 61 © 2012 Ventureneer. All rights reserved.
  • 62. Sample InMail Note Dear xxx, We share a number of connections on LinkedIn, and an interest in XXX. I’m on the board of Praxis Housing, a homeless organization in NYC. I am looking for good people to help with this great organization, including opportunities from serving on a committee to joining our board. Please let me know a good time to speak and your phone number. Regards, Geri 62 © 2012 Ventureneer. All rights reserved.
  • 63. Building Relationships 63 © 2012 Ventureneer. All rights reserved.
  • 64. Different Medium Same Rules 64 © 2012 Ventureneer. All rights reserved.
  • 65. Other LinkedIn Uses 65 © 2012 Ventureneer. All rights reserved.
  • 66. LinkedIn Today 66 © 2012 Ventureneer. All rights reserved.
  • 67. A Roadmap to Successful Use of Linked in 5 Steps 1. Polish your profile so you and your organization shine bright 2. Increase your visibility with keywords 3. Research potential major donors 4. Meet the people you want to know 5. Build long-term relationships 67 © 2012 Ventureneer. All rights reserved.
  • 68. Resources • 5 Ways to Make LinkedIn Board Connect Work for Your Nonprofit • Putting LinkedIn to Use for Your Nonprofit • LinkedIn Board Connect • LinkedIn’s Learning Center for Nonprofits 68 © 2012 Ventureneer. All rights reserved.
  • 69. Connect With Us Name Social Media Geri Stengel http://www.linkedin.com/in/geristengel http://www.facebook.com/Ventureneer http://twitter.com/#!/ventureneer Marc Halpert http://www.linkedin.com/in/marchalpert http://www.connect2collaborate.com http://twitter.com/#!/marchalpert Maria Semple http://www.linkedin.com/in/mariasemple http://www.facebook.com/TheProspectFinder http://www.twitter.com/#!/mariasemple Text PROSPECT to 22828 for research tips. 69 © 2012 Ventureneer. All rights reserved.
  • 70. Find listings for our current season of webinars and register at: NonprofitWebinars.com A Service Of: Sponsored by: