14 THINGS YOUR
FUNDRAISING NEEDS
IN 2014
Rich Dietz, Nonprofit R+D
Jamy Squillace, Abila, Inc.

Slides at www.slideshare.net/Abila/
© COPYRIGHT ALL RIGHTS RESERVED 2013 ABILA
2014
PRESENTERS

© COPYRIGHT ALL RIGHTS RESERVED 2013 ABILA
RICH DIETZ

Founder of Nonprofit R+D Technology Training for Nonprofit Professionals
Richard has over 20 years' experience working in
and with a wide variety of nonprofit, political, and
government organizations and holds a Masters in
Social Welfare (MSW) from UC Berkeley.
You can find Rich on his website
http://www.nonprofitrd.com
or tweeting @nonprofitrd.
@nonprofitrd
www.NonprofitRD.com/FB
www.NonprofitRD.com/IN
www.NonprofitRD.com/gplus

3
© COPYRIGHT ALL RIGHTS RESERVED 2013 ABILA
JAMY SQUILLACE
Director of Product Management - Abila
Responsible for Abila Fundraising 50, Abila
Fundraising Online, Abila Grant Management and
netFORUM Pro.
Jamy has 16 years experience in product planning
and management. Her goal is to create and evolve
solutions that fulfill customer desires and exceed
expectations.

4
© COPYRIGHT ALL RIGHTS RESERVED 2013 ABILA
AGENDA
• Introduction
• How to use this information
• 14 Things Your Fundraising Needs
• Website
• Communications
• Fundraising Campaigns
• Donor Loyalty
• Q&A
5
© COPYRIGHT ALL RIGHTS RESERVED 2013 ABILA
INTRODUCTION

© COPYRIGHT ALL RIGHTS RESERVED 2013 ABILA
MASLOW’S HIERARCHY OF NEEDS

http://en.wikipedia.org/wiki/Maslows_hierarchy_of_needs

© COPYRIGHT ALL RIGHTS RESERVED 2013 ABILA
ONLINE HIERARCHY OF NEEDS

Need a strong
Foundation

© COPYRIGHT ALL RIGHTS RESERVED 2013 ABILA
BEST PRACTICES? HOW TO USE?
A “best practice” = what works in your org
Its like a buffet
• Try and few things and see if you like them
• If it works, go back for more
• If not, try something else

Testing is the key,
• Much easier to do online

© COPYRIGHT ALL RIGHTS RESERVED 2013 ABILA
YOUR WEBSITE

© COPYRIGHT ALL RIGHTS RESERVED 2013 ABILA
1. MOST WANTED RESPONSE (MWR)
What do you want folks to do when they reach your site?
•
•
•

Who visits your site
What are they looking for
What do you need them to do

Too many choices = No action
•

Jam Study

© COPYRIGHT ALL RIGHTS RESERVED 2013 ABILA
1. MOST WANTED RESPONSE (MWR)

www.bestieswithtesties.org

© COPYRIGHT ALL RIGHTS RESERVED 2013 ABILA
2. PROMINENT DONATE BUTTON
Could be your MWR
Big, bold and easy to see
•

Don’t make supporters work for it

On Homepage and EVERY page
•

Every click loses conversions

•

Where’s the checkout?

© COPYRIGHT ALL RIGHTS RESERVED 2013 ABILA
2. PROMINENT DONATE BUTTON

www.coloncancerpreventionproject.org/
© COPYRIGHT ALL RIGHTS RESERVED 2013 ABILA
3. CAPTURE EMAIL
#1 way to raise money online…still
•

Email >> Landing Page

Opt-in box
•

Incentive to sign up

•

What’s in it for them?

Easiest way to connect and follow-up
•

7 touches – marketing principle

•

Follow up can be very effective – progress, success, more help

© COPYRIGHT ALL RIGHTS RESERVED 2013 ABILA
3. CAPTURE EMAIL

www.greenpeace.org/usa/en/

© COPYRIGHT ALL RIGHTS RESERVED 2013 ABILA
4. SIMPLE DONATION / REG PROCESS
47% of donors give up before they have made a donation because
the online journey is not intuitive and engaging
(http://www.nomensa.com/insights/creating-perfect-donation-experience)

Shorter is better
•

You can always ask more questions later

Strong single call to action
•

Remember the jam study

Form should be embedded on your website
•

At very least it should look like your website

© COPYRIGHT ALL RIGHTS RESERVED 2013 ABILA
4. SIMPLE DONATION/REG PROCESS

www.napervillehumanesociety.org

© COPYRIGHT ALL RIGHTS RESERVED 2013 ABILA
5. SOCIAL MEDIA SHARING BUTTONS
Allow supporters to spread the word
•

Let them share in the ways they want to share (options)

Social signals are key with Google now
Simple “Tell a Friend” Button
•

Add a strong call to action for them to do it

© COPYRIGHT ALL RIGHTS RESERVED 2013 ABILA
5. SOCIAL MEDIA SHARING BUTTONS

www.hcz.org

© COPYRIGHT ALL RIGHTS RESERVED 2013 ABILA
6. IMAGES AND VIDEO
Best way to tell a story
•

Much easier to create the emotional connection

•

Utilizes more senses

Most likely to be shared
•

5-10x more shared over text

•

More likely to “go viral”

50x easier to get page 1 with video
•

Forrester Research

© COPYRIGHT ALL RIGHTS RESERVED 2013 ABILA
6. IMAGES AND VIDEO

cej-oregon.org

© COPYRIGHT ALL RIGHTS RESERVED 2013 ABILA
COMMUNICATIONS

© COPYRIGHT ALL RIGHTS RESERVED 2013 ABILA
7. MONTHLY NEWSLETTER - #FAIL
Monthly newsletters no longer work
• Too much content, lost in the inbox
• Need shorter, engaging content
• Tell stories over multiple emails

Easy to digest / “Scanable”
Get the click

• Don’t put the whole article, click to read more
• Video will have the highest click-through rates (3-5x higher)

Single Call to Action in every email

© COPYRIGHT ALL RIGHTS RESERVED 2013 ABILA
8. WELCOME SERIES
Series of emails automatically sent

• New subscribers, new donors, new volunteers… get creative!
• Automated with your email provider (constant contact, mailchip)
• Allows them to get to know you better over time

Excellent Engagement

• 4x more opens, 5x more clicks – Experian Marketing Services

Ideal
•
•
•
•

Don’t ask for money again right away
Don’t bore them
DO tell them more about your work, staff, clients and especially…
Success stories

© COPYRIGHT ALL RIGHTS RESERVED 2013 ABILA
9. MOBILE
Need to work on this now …

• More email opens on mobile than desktop in early 2014
• 69% close or delete email if not mobile optimized
• 52% of users said a bad mobile experience made them less likely
to engage
• hubspot.com / litmus.com
• Check your stats

Website AND email need to be mobile optimized
•
•
•

What happens if they click through to your site?
Website redesign? Make it “responsive”
Email – use “mobile friendly” email templates

© COPYRIGHT ALL RIGHTS RESERVED 2013 ABILA
FUNDRAISING
CAMPAIGNS

© COPYRIGHT ALL RIGHTS RESERVED 2013 ABILA
10. MULTIPLE CAMPAIGNS
It’s no longer enough to run an End of Year campaign
and a Gala. You need to pepper your calendar with
multiple campaigns throughout the year.
More success with multiple, smaller campaigns for
specific purposes
•
•
•
•
•
•
•

Creates a sense of urgency
Shows donors where the dollars are going
Easier to show impact
Allows donors to fund projects they feel passionate about
Easier to test, track and make improvements
Lowers risk, increases ROI
Connect with all types of donors

© COPYRIGHT ALL RIGHTS RESERVED 2013 ABILA
11. STORYTELLING
Tell a Great Story
• Inspire them with your passion

• Individual stories are best
•
•

VS

People give to people
Emotion >> Rationality

• Make it timely
• Online Video is great way to do this

What donors want to hear about:
•
•
•
•

http://www.austinfoodbank.org/hunger-isunacceptable/

Organizational Impact (80%)
Success Stories (74%)
More details about the organization (71%)
Info on financial accountability (43%)

Community Philanthropy 2.0 survey

© COPYRIGHT ALL RIGHTS RESERVED 2013 ABILA

29
12. PEER-TO-PEER FUNDRAISING
“The process of empowering individuals and groups to raise funds
on your behalf”

Increases engagement and more effective
•
•

Creates community and deepens relationship
Response rates can be 100 times higher
•

Red Cross vs. Grandma

Great way to engage Millennials
•

71.7% of Millennial donors said they’d do it

© COPYRIGHT ALL RIGHTS RESERVED 2013 ABILA
13. EVENT FUNDRAISING
The planning, managing, and execution of an event designed to raise
money for a nonprofit organization.
•
•

Fundraising is the key
The purpose of the event is more important than
the type of event being held.

890%
EVENTS
You need this…
But spend your resources on
these.

© COPYRIGHT ALL RIGHTS RESERVED 2013 ABILA
DONOR LOYALTY

© COPYRIGHT ALL RIGHTS RESERVED 2013 ABILA
14. DONOR LOYALTY

• Definition:

• “The ongoing process of engaging with your donors so that they
contribute with donations and time to your organization over the
long term”.
• Also called – donor retention, donor engagement, donor
cultivation

• Key is to think about the “lifetime value” of your donors
• And then build relationships with those donors
• Maximizing lifetime value is something you do FOR donors
• Increase “use”

33
© COPYRIGHT ALL RIGHTS RESERVED 2013 ABILA
WHY IS DONOR LOYALTY IMPORTANT?
Easy way to stand out from the crowd
Vital for long-term health of your organization

• Much harder and more expensive to get first time donors
• 10% improvement in attrition can create a 200% increase in
projected value (Sargeant and Shang – Growing Philanthropy in
the United States – 2011)

Real life example – NJ Institute of Technology
• Lifetime value is not always obvious

34
© COPYRIGHT ALL RIGHTS RESERVED 2013 ABILA
STRATEGIES FOR DONOR LOYALTY
Thank you, thank you, thank you
• The power of “thanks”

• 21% of donors say they were never thanked
• 10% decrease in attrition, 200% increase in projected value

• Thank them multiple times throughout the year
• Create a thank you series (like the welcome series)

• Think of “next level” thank you strategies

• Calls, hand written notes, cards from the kids, etc.
• Stand out >> Increase donor loyalty

Welcome Series

• Increased engagement, increased retention

35
© COPYRIGHT ALL RIGHTS RESERVED 2013 ABILA
SUMMARY
1. Define Your Most Wanted Response
2. Have a Prominent Donate Button
3. Capture Email
4. Simplify Your Donation/Registration Process
5. Add Social Media Sharing Buttons
6. Use Images & Video
7. Improve Your “Monthly Newsletter”
8. Add a Welcome Series
9. Work on Mobile NOW
10. Add New, Smaller Campaigns to Your Campaign Schedule
11. Tell a Great Story
12. Get Your Donors Involved in Peer-to-Peer Fundraising
13. Add an Event
14. Increase Your Donor Loyalty

36
© COPYRIGHT ALL RIGHTS RESERVED 2013 ABILA
CONCLUSION
Don’t get overwhelmed by all of the strategies

Take action – Pick one or two ideas and implement
Only YOU can figure out what works for YOUR organization

© COPYRIGHT ALL RIGHTS RESERVED 2013 ABILA
NONPROFIT R+D - EMAIL LIST
Get updates about our upcoming
webinars and get our 5 part e-course:

www.NonprofitRD.com/of101e

© COPYRIGHT ALL RIGHTS RESERVED 2013 ABILA
Q&A
Contact Rich Dietz
www.NonprofitRD.com
rich@nonprofitrd.com

Contact Jamy Squillace
www.Abilia.com
jamy.squillace@abila.com

© COPYRIGHT ALL RIGHTS RESERVED 2013 ABILA

Download the Webcast Slides
www.slideshare.net/Abila/

Learn about Abila Fundraising Online
http://www.abila.com/solutions/fundraising-online
THANK YOU

© COPYRIGHT ALL RIGHTS RESERVED 2013 ABILA

14 Things Your Website Needs for Effective Fundraising in 2014

  • 1.
    14 THINGS YOUR FUNDRAISINGNEEDS IN 2014 Rich Dietz, Nonprofit R+D Jamy Squillace, Abila, Inc. Slides at www.slideshare.net/Abila/ © COPYRIGHT ALL RIGHTS RESERVED 2013 ABILA 2014
  • 2.
    PRESENTERS © COPYRIGHT ALLRIGHTS RESERVED 2013 ABILA
  • 3.
    RICH DIETZ Founder ofNonprofit R+D Technology Training for Nonprofit Professionals Richard has over 20 years' experience working in and with a wide variety of nonprofit, political, and government organizations and holds a Masters in Social Welfare (MSW) from UC Berkeley. You can find Rich on his website http://www.nonprofitrd.com or tweeting @nonprofitrd. @nonprofitrd www.NonprofitRD.com/FB www.NonprofitRD.com/IN www.NonprofitRD.com/gplus 3 © COPYRIGHT ALL RIGHTS RESERVED 2013 ABILA
  • 4.
    JAMY SQUILLACE Director ofProduct Management - Abila Responsible for Abila Fundraising 50, Abila Fundraising Online, Abila Grant Management and netFORUM Pro. Jamy has 16 years experience in product planning and management. Her goal is to create and evolve solutions that fulfill customer desires and exceed expectations. 4 © COPYRIGHT ALL RIGHTS RESERVED 2013 ABILA
  • 5.
    AGENDA • Introduction • Howto use this information • 14 Things Your Fundraising Needs • Website • Communications • Fundraising Campaigns • Donor Loyalty • Q&A 5 © COPYRIGHT ALL RIGHTS RESERVED 2013 ABILA
  • 6.
    INTRODUCTION © COPYRIGHT ALLRIGHTS RESERVED 2013 ABILA
  • 7.
    MASLOW’S HIERARCHY OFNEEDS http://en.wikipedia.org/wiki/Maslows_hierarchy_of_needs © COPYRIGHT ALL RIGHTS RESERVED 2013 ABILA
  • 8.
    ONLINE HIERARCHY OFNEEDS Need a strong Foundation © COPYRIGHT ALL RIGHTS RESERVED 2013 ABILA
  • 9.
    BEST PRACTICES? HOWTO USE? A “best practice” = what works in your org Its like a buffet • Try and few things and see if you like them • If it works, go back for more • If not, try something else Testing is the key, • Much easier to do online © COPYRIGHT ALL RIGHTS RESERVED 2013 ABILA
  • 10.
    YOUR WEBSITE © COPYRIGHTALL RIGHTS RESERVED 2013 ABILA
  • 11.
    1. MOST WANTEDRESPONSE (MWR) What do you want folks to do when they reach your site? • • • Who visits your site What are they looking for What do you need them to do Too many choices = No action • Jam Study © COPYRIGHT ALL RIGHTS RESERVED 2013 ABILA
  • 12.
    1. MOST WANTEDRESPONSE (MWR) www.bestieswithtesties.org © COPYRIGHT ALL RIGHTS RESERVED 2013 ABILA
  • 13.
    2. PROMINENT DONATEBUTTON Could be your MWR Big, bold and easy to see • Don’t make supporters work for it On Homepage and EVERY page • Every click loses conversions • Where’s the checkout? © COPYRIGHT ALL RIGHTS RESERVED 2013 ABILA
  • 14.
    2. PROMINENT DONATEBUTTON www.coloncancerpreventionproject.org/ © COPYRIGHT ALL RIGHTS RESERVED 2013 ABILA
  • 15.
    3. CAPTURE EMAIL #1way to raise money online…still • Email >> Landing Page Opt-in box • Incentive to sign up • What’s in it for them? Easiest way to connect and follow-up • 7 touches – marketing principle • Follow up can be very effective – progress, success, more help © COPYRIGHT ALL RIGHTS RESERVED 2013 ABILA
  • 16.
    3. CAPTURE EMAIL www.greenpeace.org/usa/en/ ©COPYRIGHT ALL RIGHTS RESERVED 2013 ABILA
  • 17.
    4. SIMPLE DONATION/ REG PROCESS 47% of donors give up before they have made a donation because the online journey is not intuitive and engaging (http://www.nomensa.com/insights/creating-perfect-donation-experience) Shorter is better • You can always ask more questions later Strong single call to action • Remember the jam study Form should be embedded on your website • At very least it should look like your website © COPYRIGHT ALL RIGHTS RESERVED 2013 ABILA
  • 18.
    4. SIMPLE DONATION/REGPROCESS www.napervillehumanesociety.org © COPYRIGHT ALL RIGHTS RESERVED 2013 ABILA
  • 19.
    5. SOCIAL MEDIASHARING BUTTONS Allow supporters to spread the word • Let them share in the ways they want to share (options) Social signals are key with Google now Simple “Tell a Friend” Button • Add a strong call to action for them to do it © COPYRIGHT ALL RIGHTS RESERVED 2013 ABILA
  • 20.
    5. SOCIAL MEDIASHARING BUTTONS www.hcz.org © COPYRIGHT ALL RIGHTS RESERVED 2013 ABILA
  • 21.
    6. IMAGES ANDVIDEO Best way to tell a story • Much easier to create the emotional connection • Utilizes more senses Most likely to be shared • 5-10x more shared over text • More likely to “go viral” 50x easier to get page 1 with video • Forrester Research © COPYRIGHT ALL RIGHTS RESERVED 2013 ABILA
  • 22.
    6. IMAGES ANDVIDEO cej-oregon.org © COPYRIGHT ALL RIGHTS RESERVED 2013 ABILA
  • 23.
    COMMUNICATIONS © COPYRIGHT ALLRIGHTS RESERVED 2013 ABILA
  • 24.
    7. MONTHLY NEWSLETTER- #FAIL Monthly newsletters no longer work • Too much content, lost in the inbox • Need shorter, engaging content • Tell stories over multiple emails Easy to digest / “Scanable” Get the click • Don’t put the whole article, click to read more • Video will have the highest click-through rates (3-5x higher) Single Call to Action in every email © COPYRIGHT ALL RIGHTS RESERVED 2013 ABILA
  • 25.
    8. WELCOME SERIES Seriesof emails automatically sent • New subscribers, new donors, new volunteers… get creative! • Automated with your email provider (constant contact, mailchip) • Allows them to get to know you better over time Excellent Engagement • 4x more opens, 5x more clicks – Experian Marketing Services Ideal • • • • Don’t ask for money again right away Don’t bore them DO tell them more about your work, staff, clients and especially… Success stories © COPYRIGHT ALL RIGHTS RESERVED 2013 ABILA
  • 26.
    9. MOBILE Need towork on this now … • More email opens on mobile than desktop in early 2014 • 69% close or delete email if not mobile optimized • 52% of users said a bad mobile experience made them less likely to engage • hubspot.com / litmus.com • Check your stats Website AND email need to be mobile optimized • • • What happens if they click through to your site? Website redesign? Make it “responsive” Email – use “mobile friendly” email templates © COPYRIGHT ALL RIGHTS RESERVED 2013 ABILA
  • 27.
    FUNDRAISING CAMPAIGNS © COPYRIGHT ALLRIGHTS RESERVED 2013 ABILA
  • 28.
    10. MULTIPLE CAMPAIGNS It’sno longer enough to run an End of Year campaign and a Gala. You need to pepper your calendar with multiple campaigns throughout the year. More success with multiple, smaller campaigns for specific purposes • • • • • • • Creates a sense of urgency Shows donors where the dollars are going Easier to show impact Allows donors to fund projects they feel passionate about Easier to test, track and make improvements Lowers risk, increases ROI Connect with all types of donors © COPYRIGHT ALL RIGHTS RESERVED 2013 ABILA
  • 29.
    11. STORYTELLING Tell aGreat Story • Inspire them with your passion • Individual stories are best • • VS People give to people Emotion >> Rationality • Make it timely • Online Video is great way to do this What donors want to hear about: • • • • http://www.austinfoodbank.org/hunger-isunacceptable/ Organizational Impact (80%) Success Stories (74%) More details about the organization (71%) Info on financial accountability (43%) Community Philanthropy 2.0 survey © COPYRIGHT ALL RIGHTS RESERVED 2013 ABILA 29
  • 30.
    12. PEER-TO-PEER FUNDRAISING “Theprocess of empowering individuals and groups to raise funds on your behalf” Increases engagement and more effective • • Creates community and deepens relationship Response rates can be 100 times higher • Red Cross vs. Grandma Great way to engage Millennials • 71.7% of Millennial donors said they’d do it © COPYRIGHT ALL RIGHTS RESERVED 2013 ABILA
  • 31.
    13. EVENT FUNDRAISING Theplanning, managing, and execution of an event designed to raise money for a nonprofit organization. • • Fundraising is the key The purpose of the event is more important than the type of event being held. 890% EVENTS You need this… But spend your resources on these. © COPYRIGHT ALL RIGHTS RESERVED 2013 ABILA
  • 32.
    DONOR LOYALTY © COPYRIGHTALL RIGHTS RESERVED 2013 ABILA
  • 33.
    14. DONOR LOYALTY •Definition: • “The ongoing process of engaging with your donors so that they contribute with donations and time to your organization over the long term”. • Also called – donor retention, donor engagement, donor cultivation • Key is to think about the “lifetime value” of your donors • And then build relationships with those donors • Maximizing lifetime value is something you do FOR donors • Increase “use” 33 © COPYRIGHT ALL RIGHTS RESERVED 2013 ABILA
  • 34.
    WHY IS DONORLOYALTY IMPORTANT? Easy way to stand out from the crowd Vital for long-term health of your organization • Much harder and more expensive to get first time donors • 10% improvement in attrition can create a 200% increase in projected value (Sargeant and Shang – Growing Philanthropy in the United States – 2011) Real life example – NJ Institute of Technology • Lifetime value is not always obvious 34 © COPYRIGHT ALL RIGHTS RESERVED 2013 ABILA
  • 35.
    STRATEGIES FOR DONORLOYALTY Thank you, thank you, thank you • The power of “thanks” • 21% of donors say they were never thanked • 10% decrease in attrition, 200% increase in projected value • Thank them multiple times throughout the year • Create a thank you series (like the welcome series) • Think of “next level” thank you strategies • Calls, hand written notes, cards from the kids, etc. • Stand out >> Increase donor loyalty Welcome Series • Increased engagement, increased retention 35 © COPYRIGHT ALL RIGHTS RESERVED 2013 ABILA
  • 36.
    SUMMARY 1. Define YourMost Wanted Response 2. Have a Prominent Donate Button 3. Capture Email 4. Simplify Your Donation/Registration Process 5. Add Social Media Sharing Buttons 6. Use Images & Video 7. Improve Your “Monthly Newsletter” 8. Add a Welcome Series 9. Work on Mobile NOW 10. Add New, Smaller Campaigns to Your Campaign Schedule 11. Tell a Great Story 12. Get Your Donors Involved in Peer-to-Peer Fundraising 13. Add an Event 14. Increase Your Donor Loyalty 36 © COPYRIGHT ALL RIGHTS RESERVED 2013 ABILA
  • 37.
    CONCLUSION Don’t get overwhelmedby all of the strategies Take action – Pick one or two ideas and implement Only YOU can figure out what works for YOUR organization © COPYRIGHT ALL RIGHTS RESERVED 2013 ABILA
  • 38.
    NONPROFIT R+D -EMAIL LIST Get updates about our upcoming webinars and get our 5 part e-course: www.NonprofitRD.com/of101e © COPYRIGHT ALL RIGHTS RESERVED 2013 ABILA
  • 39.
    Q&A Contact Rich Dietz www.NonprofitRD.com rich@nonprofitrd.com ContactJamy Squillace www.Abilia.com jamy.squillace@abila.com © COPYRIGHT ALL RIGHTS RESERVED 2013 ABILA Download the Webcast Slides www.slideshare.net/Abila/ Learn about Abila Fundraising Online http://www.abila.com/solutions/fundraising-online
  • 40.
    THANK YOU © COPYRIGHTALL RIGHTS RESERVED 2013 ABILA