Peer-to-Peer programs are a key element of many organizations’ engagement and fundraising strategies and can be a great way to get supporters involved. But when not executed properly, these events won’t yield the highly successful results your organization expects. If your program is in need of a paradigm shift or if you are just trying to stay ahead of the curve, join Colleen Legge of Charity Dynamics and Miriam Kagan of Kimbia to learn the 7 Habits of Highly Effective Peer-to-Peer Programs. These two dynamic speakers will offer real take-aways that can positively impact any size program or put you on a path for success if you are just getting started. What you’ll learn in this 30-minute webinar: The 7 habits used by effective P2P programs Where to start implementing each habit How to stay on track and keep your program effective

1. 7 Habits of Highly
Effective P2P Programs
1

2. Confidential document: Kimbia Inc. 2015
Agenda
Intros + About Kimbia & Charity Dynamics
About P2P
7 Habits of Highly Effective P2P Programs
Q&A

3. Confidential document: Kimbia Inc. 2015
Hi
Miriam Kagan
Senior Fundraising Principal
@miriamkagan
@kimbiainc
#kimbiawebinars
Colleen Legge
Senior Interactive Consultant
@charitydynamics

4. Confidential document: Kimbia Inc. 2015
We
help
nonprofits
leverage
technology
to:
• Reach
more
people
• Raise
more
money
• Drive
more
engagement
Our
solu5ons
consist
of
a
mix
of:
• Strategic
Consul8ng
• Crea8ve
&
Interac8ve
Services
• Pla<orm
Exper8se
• Boundless
Fundraising™

5. Confidential document: Kimbia Inc. 2015
More
awareness,
supporters,
engagement,
and
dona5ons,
this
is
what
nonprofits
need
to
fulfill
their
mission
and
what
Charity
Dynamics
delivers.

6. Confidential document: Kimbia Inc. 2015
Kimbia
is
headquartered
in
Aus8n,
TX
with
offices
in
Charleston,
SC,
Dallas,
TX,
and
Washington,
DC
Ø Helping
19,000+
organiza8ons
suppor8ng
all
fundraising
campaign
types
since
2007
Ø Delivered
through
patented
widget
technology
Ø Focused
on
producing
the
op5mal
donor
experience
to
maximize
dona8ons
Ø Consistently
delivering
much
higher
conversion
rates
in
A/
B
test
versus
all
others
Ø Portable,
Scalable,
and
easy
to
integrate
with
CRM
About Kimbia

7. Confidential document: Kimbia Inc. 2015
Kimbia provides an all-in-one solution for…
Online Fundraising
Event Registration
Peer-to-Peer, Team
& DIY Fundraising
Giving Days
Custom Forms

8. Confidential document: Kimbia Inc. 2015
The Kimbia Solution
Embedded
in
an
organiza8ons
exis8ng
website
• Enables
branding
control
• Increases
donor
conversion
by
30%
on
avg
Best
of
Breed,
cloud-­‐based
pla<orm
Mobile-­‐ready
responsive
• No
need
for
web
APIs
to
build
/
style
Social
sharing
integra8on
Works
with
client
systems
of
choice:
• Integra8on
ease
using
data
APIs
• App
on
Salesforce
AppXchange
Secure,
PCI
Level
1
compliant,
forms
£€
¥
$ Mul8-­‐Currency
Mul8-­‐Language
20+
Gateways

9. Confidential document: Kimbia Inc. 2015
About P2P
• 1 in 4: number of
emails from an
online fundraiser to
their network that
result in a donation
Do
your
emails
have
a
25%
conversion
rate?

10. Confidential document: Kimbia Inc. 2015
About P2P
• Peer-to-peer fundraising is a
method of fundraising that
leverages your supporters to
fundraise on your behalf.
• It is a great way to get new
donors and reach new
networks of people.
• According to a recent survey
from Charity Dynamics, 66% of
those surveyed currently have
a P2P program and of those
that don’t have one 59% want
to add one.

11. Confidential document: Kimbia Inc. 2015
7 Habits of Highly
Effective P2P Programs
1. Be Proactive
2. Begin with the End in Mind
3. Put First Things First
4. Think Win-Win
5. Seek First to Understand, Then to be Understood
6. Synergize
7. Sharpen the Saw

12. Confidential document: Kimbia Inc. 2015
Be Proactive
• Survey internal and external
stakeholders
• Choose the right platform
for now and 3 years from
now.
• Have a Launch Strategy
and/or Pilot your P2P
program before taking
Nationally.

13. Confidential document: Kimbia Inc. 2015
For Every P2P

14. Confidential document: Kimbia Inc. 2015
Begin with the
End in Mind
• Use data to set realistic goals
• If you don’t have data, find benchmarks
• Each year you can add more to your
goals

15. Confidential document: Kimbia Inc. 2015
Put First Things First
• Go back to the basics
of P2P.
• Get OUT and talk to
your participants/
team captains/
sponsors.
• The digital world is
truly amazing, but
don t hide behind it.

16. Confidential document: Kimbia Inc. 2015
Think Win-Win
• Make sure you have a strong value
proposition
• It’s all about the supporter
• Make it easy for them to help
• Give them bragging rights: incentives,
badges, milestones

17. Confidential document: Kimbia Inc. 2015

18. Confidential document: Kimbia Inc. 2015
Seek First to Understand
Then to be Understood
• What your participant
needs comes first
• Organization agenda
comes second
• Tell the story of your
participant not your
organization

19. Confidential document: Kimbia Inc. 2015
Pelotonia- OSU

20. Confidential document: Kimbia Inc. 2015
Synergize
Synergize is the habit of creative cooperation. It is teamwork,
open-mindedness, and the adventure of finding new solutions
to old problems.

21. Confidential document: Kimbia Inc. 2015
Sharpen the Saw
• Be aware of how the P2P space changes
• Stay up to date on industry best
practices
• Review results and optimize for next year

22. Confidential document: Kimbia Inc. 2015

23. Confidential document: Kimbia Inc. 2015

24. Confidential document: Kimbia Inc. 2015
Q&A

25. Confidential document: Kimbia Inc. 2015
www.kimbia.com#
@kimbiainc#
#
Miriam@kimbia.com#
@miriamkagan#
#
#kimbiawebinars#
#
Contact Information
www.charitydynamics.com
@charitydynamics
#
Clegge@charitydynamics.org#
#

26. Confidential document: Kimbia Inc. 2015
Thank you!
2