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Best Practices Fundraising 
Holiday Campaigns for Today’s 
Nonprofit 
Ken Miller – Denali Fundraising Consultants 
AFP Alaska Monthly Luncheon 
Wednesday Sept. 17, 2014
2014 Nonprofit Holiday Campaign 
Goals & Plans 
What are 
our Goals 
What are 
our Plans 
Calendar and Who 
When do 
we it? 
Who does 
it? 
Implementation 
Follow the 
plan 
Adjust as 
needed 
Follow Up & PCG 
Track 
results 
Thank 
yous 
PCG
Goals 
• Set goal for number of unique donors 
• Set goal for number of transactions 
• Set goal for amount in donations 
(see attached worksheet)
Plan & Calendar 
• Budget 
• Offline (direct mail) calendar 
• Online (digital & social media) calendar 
• Marketing calendar 
• PCG calendar & plan 
See attached worksheet
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) 
 3rd holiday appeal mailer (12/15) 
 PCG marketing campaign (12/26) 
 End of Year online marketing campaign & eblast (12/30 & 12/31)
Corporate, Foundation & Organizational 
Requests for Funding 
 Attempt to do 30-50 during November & December 
 Create template 
 Find appropriate ask amount and month 
 Track results 
 Thank and acknowledge appropriately
Direct Mail Schedule, Budget & Goals 
Remits Mon Name Type Match Amount Cost Count $ Amount % Avg. $ Goal 
11/20 Nov Holiday Ask 1st Appeal BP 12,000 $ 9,600 175 
11/20 Nov Holiday Ask 1st Acquistion Conoco 10,000 $ 9,000 40 
12/5 Dec Holiday Ask 2nd Appeal Tubular 11,000 $ 8,800 60 
12/5 Dec Holiday Ask 2nd Acquisition ExxonMobil 9,000 $ 8,100 15 
12/5 Dec Valpak Coupon Fairweather 90,000 $ 2,000 5 
12/18 Dec Holiday Ask 3rd Appeal Wells Fargo 10,000 $ 8,000 30 
142,000 $ 45,500 325 
2012 24,000 1,464 $ 180,000 4.0 $ 123 
2013 30,000 1,748 $ 275,000 3.5 $ 157
Direct Mail Best Practices – Denali FSP 
 List, list, list! 
 Clean up donor list 
 Purchase or create best acquisition list possible 
 #10’s and remits 
 Make sure you have nonprofit status & mailer ID 
 Start horizontal string with $50 (use remit best practices, see attached) 
 But in bulk and spray 
 Donor centric letter 
 Always ask yourself “who is my donor?” 
 Make the donor the hero (Google Jeff Brooks and Tom Ahern) 
 A picture tells a thousand stories… 
 Always have a match! 
 The power of the PS (always offer online or website giving)
Direct Mail Best Practices – PIP 
Printing 
 Postal Design Regulations 
 Sizes – Postcard, Letter, Flat 
 Mailing panel 
 Automation 
 Mailer ID 
 Non-Profit Rate 
 List Management 
 National Change of Address 
 Endorsements
Online Schedule, Budget & Goals 
Media Start End Budget Actual Goal Actual Inc Notes 
Facebook - Fine Point 12/2 12/31 $ 3,000 $ 3,000 $ 4,000 $ 2,418 
Web Retargeting 12/2 12/31 $ 500 $ 500 $ - $ - 
Pandora 12/2 12/31 $ 1,500 $ 1,500 $ 1,500 $ 220 
TV PSA 11/22 12/31 $ - $ - $ - $ - 
Radio PSA 12/16 12/31 $ - $ - $ - $ - 
YouTube Advertising 12/2 12/31 $ - $ - $ - $ - not done 
Twitter targeted ads 12/2 12/31 $ - $ - $ - $ - not done 
LinkedIn ads 12/2 12/31 $ - $ - $ - $ - not done 
Amazon Wish List 11/22 12/31 $ - $ - $ - $ - not done 
Facebook - BC promoted posts 12/15 12/31 $ 250 $ 234 $ 300 $ 275 need to do more next year 
eBlast 1st 12/23 12/31 $ - $ - $ 1,000 $ 1,930 
eBlast 2nd 12/30 12/31 $ - $ - $ 2,000 $ 1,220 
eBlast 3rd 12/31 12/31 $ - $ - $ 4,000 $ 3,900 
NCM 11/29 12/29 $ 1,920 $ 1,252 $ - $ - 
NCM Mobile Ads 11/29 12/29 $ - $ - $ 500 $ - 41 clicks this year, 147 clicks last year 
NCM Box Office 11/29 1/2 $ 2,580 $ 2,580 $ 5,000 $ 4,000 18,375 TCL envelopes to theaters 
NCM Tabling 11/29 1/2 $ 1,650 $ 678 $ - $ - 
Valpak 12/5 1/2 $ 1,800 $ 1,800 $ 2,000 $ 2,475 
Online Donations (other) 12/2 12/31 $ - $ - $ 80,000 $ 106,588 
Total $ 13,200 $ 11,544 $ 100,300 $ 111,588
“The Big 4” Online Best Practices – Denali FSP 
 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
Online Best Practices – Fine Point Marketing 
 Facebook 
 Facebook ads 
 Targeted 
 Tracking and adjustments 
 Results (see attached) 
 Facebook power editor 
 Facebook audiences 
 Facebook tracking and analytics 
 Pandora 
 LinkedIn, Twitter and YouTube
2012 Online Campaign 
Campaign Donations 
$1,760 
$900 
$70 
$50 
$250 
$6,940 
$100 
$5,545 
$1,900 
EblastDecKtuu, email, 
newsletter, eblast23ktuu 
Thanksgiving Eblast, 
Thanksgiving Facebook,… 
Last Chance to Donate, 
New Year's Eve, email 
KTUU, DecBlast2, 
KtuuEmail, KtuuDecBlast2 
KTUU, Mobile, Mobile, 
KTUU Mobile 
KTUU, CPM, Mobile, 
Holiday 
Google CPC Image Ads, 
Image Ads, donate 
Facebook, Optimized 
CPM, Video, Holiday 
eNewsletter August 2012, 
August 2012… 
$0 $1,000 $2,000 $3,000 $4,000 $5,000 $6,000 $7,000 $8,000 
• Facebook 
• Eblast “Last Chance to Donate” 
• Eblast “Thanksgiving” 
• Eblast “KTUU”
Online Checklist for Nonprofits 
Name Promotion & Exposure 
Google Display Network (pd) superpages.com 
Google+ Nonprofits younewstv.com 
Google One Today Townsquare49 
Google+ Local yellowbook.com 
Google Places for Business Bing Places 
Google Grants YP.com 
Google Adwords Express Yahoo Localworks 
Facebook Promoted Page getlisted.org 
Facebook Custom & Lookalike Audiences Rating & Online Portal Organizations 
Soundcloud (FB mp3's) BBB 
Twitter Guidestar 
Twitter Ads Charity Navigator 
LinkedIn Company Page Great Nonprofits 
LinkedIn Ads Nonprofitlist 
Groupon Grassroots Charitymap.org 
Paypal Local Just Give 
Paypal Here Charity Vault 
YouTube One Channel Global Giving 
Vimeo Charity Choice 
Amazon Wishlist & Pin it http://mycharitymap.org/index/login 
Amazon Smile 
ebay Giving Works 
Pinterest 
Fundly 
Bitly 
Hootsuite 
Constant Contact Social Share 
Autocalls
Pick.Click.Give 
 Start planning in October with holiday campaign 
 Goals, calendar & plan (see attached) 
 Online 
 Dec 26 is kickoff of online 
 Google grants 
 Eblasts 
 Offline 
 Holiday mailers 
 All remits 
 Postcards
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
Final Thoughts & Questions 
 Thank promptly 
 Facilitate the relationship between the donor and mission 
 Try something new! 
 Enjoy the process and the journey 
 Ask for suggestions or help 
 Encourage others in the field 
Questions for us?
Presenter’s Contact Information 
 Ken Miller – Denali FSP Fundraising Consultants - 250-8488 – ken@denalifsp.com 
 Debbie Hahn – PIP Printing & Marketing – 265-7711 - debbie@pipalaska.com 
 Ross Johnston – Fine Point Advertising – 444-1923 - ross@finept.com 
Blogs and websites to favorite 
Jeff Brooks – “Future Fundraising Now” 
Roger Craver – “The Agitator” 
Sean Triner – “Pareto Fundraising” 
Jon Loomer – “Jon Loomer Digital” 
Tom Ahern – “Donor Communications”

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Best Practices Holiday Campaigns Green c 9-16

  • 1. Best Practices Fundraising Holiday Campaigns for Today’s Nonprofit Ken Miller – Denali Fundraising Consultants AFP Alaska Monthly Luncheon Wednesday Sept. 17, 2014
  • 2. 2014 Nonprofit Holiday Campaign Goals & Plans What are our Goals What are our Plans Calendar and Who When do we it? Who does it? Implementation Follow the plan Adjust as needed Follow Up & PCG Track results Thank yous PCG
  • 3. Goals • Set goal for number of unique donors • Set goal for number of transactions • Set goal for amount in donations (see attached worksheet)
  • 4. Plan & Calendar • Budget • Offline (direct mail) calendar • Online (digital & social media) calendar • Marketing calendar • PCG calendar & plan See attached worksheet
  • 5. 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)  3rd holiday appeal mailer (12/15)  PCG marketing campaign (12/26)  End of Year online marketing campaign & eblast (12/30 & 12/31)
  • 6. Corporate, Foundation & Organizational Requests for Funding  Attempt to do 30-50 during November & December  Create template  Find appropriate ask amount and month  Track results  Thank and acknowledge appropriately
  • 7. Direct Mail Schedule, Budget & Goals Remits Mon Name Type Match Amount Cost Count $ Amount % Avg. $ Goal 11/20 Nov Holiday Ask 1st Appeal BP 12,000 $ 9,600 175 11/20 Nov Holiday Ask 1st Acquistion Conoco 10,000 $ 9,000 40 12/5 Dec Holiday Ask 2nd Appeal Tubular 11,000 $ 8,800 60 12/5 Dec Holiday Ask 2nd Acquisition ExxonMobil 9,000 $ 8,100 15 12/5 Dec Valpak Coupon Fairweather 90,000 $ 2,000 5 12/18 Dec Holiday Ask 3rd Appeal Wells Fargo 10,000 $ 8,000 30 142,000 $ 45,500 325 2012 24,000 1,464 $ 180,000 4.0 $ 123 2013 30,000 1,748 $ 275,000 3.5 $ 157
  • 8. Direct Mail Best Practices – Denali FSP  List, list, list!  Clean up donor list  Purchase or create best acquisition list possible  #10’s and remits  Make sure you have nonprofit status & mailer ID  Start horizontal string with $50 (use remit best practices, see attached)  But in bulk and spray  Donor centric letter  Always ask yourself “who is my donor?”  Make the donor the hero (Google Jeff Brooks and Tom Ahern)  A picture tells a thousand stories…  Always have a match!  The power of the PS (always offer online or website giving)
  • 9. Direct Mail Best Practices – PIP Printing  Postal Design Regulations  Sizes – Postcard, Letter, Flat  Mailing panel  Automation  Mailer ID  Non-Profit Rate  List Management  National Change of Address  Endorsements
  • 10. Online Schedule, Budget & Goals Media Start End Budget Actual Goal Actual Inc Notes Facebook - Fine Point 12/2 12/31 $ 3,000 $ 3,000 $ 4,000 $ 2,418 Web Retargeting 12/2 12/31 $ 500 $ 500 $ - $ - Pandora 12/2 12/31 $ 1,500 $ 1,500 $ 1,500 $ 220 TV PSA 11/22 12/31 $ - $ - $ - $ - Radio PSA 12/16 12/31 $ - $ - $ - $ - YouTube Advertising 12/2 12/31 $ - $ - $ - $ - not done Twitter targeted ads 12/2 12/31 $ - $ - $ - $ - not done LinkedIn ads 12/2 12/31 $ - $ - $ - $ - not done Amazon Wish List 11/22 12/31 $ - $ - $ - $ - not done Facebook - BC promoted posts 12/15 12/31 $ 250 $ 234 $ 300 $ 275 need to do more next year eBlast 1st 12/23 12/31 $ - $ - $ 1,000 $ 1,930 eBlast 2nd 12/30 12/31 $ - $ - $ 2,000 $ 1,220 eBlast 3rd 12/31 12/31 $ - $ - $ 4,000 $ 3,900 NCM 11/29 12/29 $ 1,920 $ 1,252 $ - $ - NCM Mobile Ads 11/29 12/29 $ - $ - $ 500 $ - 41 clicks this year, 147 clicks last year NCM Box Office 11/29 1/2 $ 2,580 $ 2,580 $ 5,000 $ 4,000 18,375 TCL envelopes to theaters NCM Tabling 11/29 1/2 $ 1,650 $ 678 $ - $ - Valpak 12/5 1/2 $ 1,800 $ 1,800 $ 2,000 $ 2,475 Online Donations (other) 12/2 12/31 $ - $ - $ 80,000 $ 106,588 Total $ 13,200 $ 11,544 $ 100,300 $ 111,588
  • 11. “The Big 4” Online Best Practices – Denali FSP  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
  • 12. Online Best Practices – Fine Point Marketing  Facebook  Facebook ads  Targeted  Tracking and adjustments  Results (see attached)  Facebook power editor  Facebook audiences  Facebook tracking and analytics  Pandora  LinkedIn, Twitter and YouTube
  • 13. 2012 Online Campaign Campaign Donations $1,760 $900 $70 $50 $250 $6,940 $100 $5,545 $1,900 EblastDecKtuu, email, newsletter, eblast23ktuu Thanksgiving Eblast, Thanksgiving Facebook,… Last Chance to Donate, New Year's Eve, email KTUU, DecBlast2, KtuuEmail, KtuuDecBlast2 KTUU, Mobile, Mobile, KTUU Mobile KTUU, CPM, Mobile, Holiday Google CPC Image Ads, Image Ads, donate Facebook, Optimized CPM, Video, Holiday eNewsletter August 2012, August 2012… $0 $1,000 $2,000 $3,000 $4,000 $5,000 $6,000 $7,000 $8,000 • Facebook • Eblast “Last Chance to Donate” • Eblast “Thanksgiving” • Eblast “KTUU”
  • 14. Online Checklist for Nonprofits Name Promotion & Exposure Google Display Network (pd) superpages.com Google+ Nonprofits younewstv.com Google One Today Townsquare49 Google+ Local yellowbook.com Google Places for Business Bing Places Google Grants YP.com Google Adwords Express Yahoo Localworks Facebook Promoted Page getlisted.org Facebook Custom & Lookalike Audiences Rating & Online Portal Organizations Soundcloud (FB mp3's) BBB Twitter Guidestar Twitter Ads Charity Navigator LinkedIn Company Page Great Nonprofits LinkedIn Ads Nonprofitlist Groupon Grassroots Charitymap.org Paypal Local Just Give Paypal Here Charity Vault YouTube One Channel Global Giving Vimeo Charity Choice Amazon Wishlist & Pin it http://mycharitymap.org/index/login Amazon Smile ebay Giving Works Pinterest Fundly Bitly Hootsuite Constant Contact Social Share Autocalls
  • 15. Pick.Click.Give  Start planning in October with holiday campaign  Goals, calendar & plan (see attached)  Online  Dec 26 is kickoff of online  Google grants  Eblasts  Offline  Holiday mailers  All remits  Postcards
  • 16. 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
  • 17. Final Thoughts & Questions  Thank promptly  Facilitate the relationship between the donor and mission  Try something new!  Enjoy the process and the journey  Ask for suggestions or help  Encourage others in the field Questions for us?
  • 18. Presenter’s Contact Information  Ken Miller – Denali FSP Fundraising Consultants - 250-8488 – ken@denalifsp.com  Debbie Hahn – PIP Printing & Marketing – 265-7711 - debbie@pipalaska.com  Ross Johnston – Fine Point Advertising – 444-1923 - ross@finept.com Blogs and websites to favorite Jeff Brooks – “Future Fundraising Now” Roger Craver – “The Agitator” Sean Triner – “Pareto Fundraising” Jon Loomer – “Jon Loomer Digital” Tom Ahern – “Donor Communications”