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Digital Development O๏ฌƒcers:
How Kansas State is connecting with more
donors and passing more prospects to major
gift o๏ฌƒcers
Eric Holderness
AVP of Development
Kansas State University
Foundation
erich@ksufoundation.org
Mike Nagel
Manager of Customer &
Product Marketing
EverTrue
mike.nagel@evertrue.com
Quinlan Stein
Digital Development O๏ฌƒcer
Kansas State University
Foundation
quinlans@ksufoundation.org
Georgina Clemens
Digital Development O๏ฌƒcer
Kansas State University
Foundation
georginac@ksufoundation.org
How is your institution thinking
about a Digital Gift O๏ฌƒcer program?
Poll Time
And if you areโ€ฆ howโ€™s that Digital
Gift O๏ฌƒcer program going?
Poll Time
SN
Dear Eric,
I loved my time so much as a
Journalism student in Kedzie
Hall that I named our dog,
โ€œKedzie.โ€
By the way, my husband
needs one of those lovely
purple ties. Where can I get
one?
Sincerely,
Stacie N. โ€˜92
Winning companies treat
you like they know you.
Top 5%
Bottom 95%
Me
Mike Nagel
Donor counts have
dropped by 33% in
the last 15 years
YOY donor
retention is
~65%
Old-school tactics
miss the mark
The Problem
Other tactics
create short-term
spikes, not
long-term loyalty
Bottom 95%
5%
Old Way
SN
Dear Eric,
I loved my time so much as a
Journalism student in Kedzie
Hall that I named our dog,
โ€œKedzie.โ€
By the way, my husband
needs one of those lovely
purple ties. Where can I get
one?
Sincerely,
Stacie N. โ€˜92
Remember that letter?
Remember that letter?
Kevin N.
Lenexa, KS
Class of 1992, Kansas State
President
Energy Group
5%
Middle
Bottom
New Way
Personal, Digital Outreach
- Renew sub-$10k Donors
- Reactivate Lapsed Donors
- Acquire Engaged Non-Donors
Engage
Qualify
Assign
Solicit
Retain
New Way
#FLIPTHEPYRAMID
Download:
Digital Gift O๏ฌƒcer
Playbook
Just open your camera, point
it here, and tap the link
Bridging a Gap
Program Goals
Contacts a Day # of Delivered
Solicitations
# of Major Gift
Referrals
K-State
Problem Weโ€™re Solving Major Gift Pipeline
Primary Goal Major Gift Leads
Secondary Goal Delivered Solicitations
Key Metrics Departmental Dollars Raised, Total Donor Count
# of DGOs/DXOs 3
How is Prospect
Pool De๏ฌned?
40,000 prospects whose wealth capacity indicates Major Gift capable
# of Assignments Open cultivation; no o๏ฌƒcial management
Daily Activity Goal 100 contacts per day
Incentive Compensation No
Technology Youโ€™re Leveraging EverTrue, ThankView, ThruText, Emma, Skype, Video, KeyHole, Yesware
A Day in the Life
of a DGO
โ€œDonor Conciergeโ€
โ— Simplify the donor experience
โ— First response when someone
calls to give or gives online
โ— Answer mail, notes, etc.
โ— Respond to social posts
โ— Acceptโ€ฆ and ask โ€œWhy?โ€
Gift Story
โ€œDonor Conciergeโ€
โ— Read all call notes from student
callers
โ— Whoโ€™s raised their hand and is
ready for the next conversation?
Warm Up & Follow-Up (with the
Right People)
โ— Work in lockstep with Strategic
Solicitation
โ— 15k mailingโ€ฆ Who are the right
150 people to get personal
outreach before and after?
Finding Impact Stories
โ— What are the best stories from
campus?
โ— Passion + Purple
โ— K-State Today
โ— Social Media
โ— Magazine
Delivering the Message
โ— Whoโ€™s Facebook
engagement, giving
history, or contact report
reveals interest in the
topic?
โ— Leverage technology
(Yesware, ThruText) to
send personal
communications at scale
Campaigns and Projects
Hale Library
Bosco Scholarship
Early Wins
Lessons Learned
(so far)
Move Fast, Break Things (What Weโ€™ve Learned)
โ— Mistakes happen โ€” how do we make
it right? (ThruText, social ambassador
program)
โ— What works? What doesnโ€™t?
โ— Strategy has to be the focus. Weโ€™re
not selling a product โ€” weโ€™re asking
for money for nothing.
Thank you very much!
This message is exactly
why I love the K-State
family. Thanks for ๏ฌxing it
and, donโ€™t sweat it. Have
a great night. Go โ€˜Cats
and happy holidays!!
Whatโ€™s Next?
Whatโ€™s Next?
Whatโ€™s Next?
โ— How to activate never-donors?
โ— Allowing people to give back no matter how they want
to give.
โ— Expanding the program
โ— Building a talent pipeline
How to Take a Giving
Funnel Approach
Download:
Digital Gift O๏ฌƒcer
Playbook
Just open your camera, point
it here, and tap the link
Admit Something Needs to ChangeStep 1:
Since 2005, alumni participation rates have
dropped by 33%
Since 1990, they have been cut in half
Start with a TestStep 2:
Build Your FunnelStep 3:
ENGAGE
QUALIFY
ASSIGN
SOLICIT
Make it PersonalStep 4:
Connect interests
and engagement
to opportunities to
give
Measure ImpactStep 5:
1. What did you learn?
2. Did you hit your goals?
3. What di๏ฌ€erence did your team make?
Q&A
Eric Holderness
AVP of Development
Kansas State University
Foundation
erich@ksufoundation.org
Mike Nagel
Manager of Customer &
Product Marketing
EverTrue
mike.nagel@evertrue.com
Quinlan Stein
Digital Development O๏ฌƒcer
Kansas State University
Foundation
quinlans@ksufoundation.org
Georgina Clemens
Digital Development O๏ฌƒcer
Kansas State University
Foundation
georginac@ksufoundation.org

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Digital Development Officers at K-State: How Kansas State is connecting with more donors and passing more prospects to major gift officers

  • 1. Digital Development O๏ฌƒcers: How Kansas State is connecting with more donors and passing more prospects to major gift o๏ฌƒcers
  • 2. Eric Holderness AVP of Development Kansas State University Foundation erich@ksufoundation.org Mike Nagel Manager of Customer & Product Marketing EverTrue mike.nagel@evertrue.com Quinlan Stein Digital Development O๏ฌƒcer Kansas State University Foundation quinlans@ksufoundation.org Georgina Clemens Digital Development O๏ฌƒcer Kansas State University Foundation georginac@ksufoundation.org
  • 3. How is your institution thinking about a Digital Gift O๏ฌƒcer program? Poll Time
  • 4. And if you areโ€ฆ howโ€™s that Digital Gift O๏ฌƒcer program going? Poll Time
  • 5. SN Dear Eric, I loved my time so much as a Journalism student in Kedzie Hall that I named our dog, โ€œKedzie.โ€ By the way, my husband needs one of those lovely purple ties. Where can I get one? Sincerely, Stacie N. โ€˜92
  • 6. Winning companies treat you like they know you.
  • 9.
  • 10. Donor counts have dropped by 33% in the last 15 years YOY donor retention is ~65% Old-school tactics miss the mark The Problem Other tactics create short-term spikes, not long-term loyalty
  • 12. SN Dear Eric, I loved my time so much as a Journalism student in Kedzie Hall that I named our dog, โ€œKedzie.โ€ By the way, my husband needs one of those lovely purple ties. Where can I get one? Sincerely, Stacie N. โ€˜92
  • 14. Remember that letter? Kevin N. Lenexa, KS Class of 1992, Kansas State President Energy Group
  • 15. 5% Middle Bottom New Way Personal, Digital Outreach - Renew sub-$10k Donors - Reactivate Lapsed Donors - Acquire Engaged Non-Donors
  • 17. Download: Digital Gift O๏ฌƒcer Playbook Just open your camera, point it here, and tap the link
  • 19.
  • 20. Program Goals Contacts a Day # of Delivered Solicitations # of Major Gift Referrals
  • 21. K-State Problem Weโ€™re Solving Major Gift Pipeline Primary Goal Major Gift Leads Secondary Goal Delivered Solicitations Key Metrics Departmental Dollars Raised, Total Donor Count # of DGOs/DXOs 3 How is Prospect Pool De๏ฌned? 40,000 prospects whose wealth capacity indicates Major Gift capable # of Assignments Open cultivation; no o๏ฌƒcial management Daily Activity Goal 100 contacts per day Incentive Compensation No Technology Youโ€™re Leveraging EverTrue, ThankView, ThruText, Emma, Skype, Video, KeyHole, Yesware
  • 22. A Day in the Life of a DGO
  • 23. โ€œDonor Conciergeโ€ โ— Simplify the donor experience โ— First response when someone calls to give or gives online โ— Answer mail, notes, etc. โ— Respond to social posts โ— Acceptโ€ฆ and ask โ€œWhy?โ€
  • 25. โ€œDonor Conciergeโ€ โ— Read all call notes from student callers โ— Whoโ€™s raised their hand and is ready for the next conversation?
  • 26. Warm Up & Follow-Up (with the Right People) โ— Work in lockstep with Strategic Solicitation โ— 15k mailingโ€ฆ Who are the right 150 people to get personal outreach before and after?
  • 27.
  • 28. Finding Impact Stories โ— What are the best stories from campus? โ— Passion + Purple โ— K-State Today โ— Social Media โ— Magazine
  • 29. Delivering the Message โ— Whoโ€™s Facebook engagement, giving history, or contact report reveals interest in the topic? โ— Leverage technology (Yesware, ThruText) to send personal communications at scale
  • 34.
  • 36. Move Fast, Break Things (What Weโ€™ve Learned) โ— Mistakes happen โ€” how do we make it right? (ThruText, social ambassador program) โ— What works? What doesnโ€™t? โ— Strategy has to be the focus. Weโ€™re not selling a product โ€” weโ€™re asking for money for nothing. Thank you very much! This message is exactly why I love the K-State family. Thanks for ๏ฌxing it and, donโ€™t sweat it. Have a great night. Go โ€˜Cats and happy holidays!!
  • 38. Whatโ€™s Next? โ— How to activate never-donors? โ— Allowing people to give back no matter how they want to give. โ— Expanding the program โ— Building a talent pipeline
  • 39. How to Take a Giving Funnel Approach
  • 40. Download: Digital Gift O๏ฌƒcer Playbook Just open your camera, point it here, and tap the link
  • 41. Admit Something Needs to ChangeStep 1: Since 2005, alumni participation rates have dropped by 33% Since 1990, they have been cut in half
  • 42. Start with a TestStep 2:
  • 43. Build Your FunnelStep 3: ENGAGE QUALIFY ASSIGN SOLICIT
  • 44. Make it PersonalStep 4: Connect interests and engagement to opportunities to give
  • 45. Measure ImpactStep 5: 1. What did you learn? 2. Did you hit your goals? 3. What di๏ฌ€erence did your team make?
  • 46. Q&A
  • 47. Eric Holderness AVP of Development Kansas State University Foundation erich@ksufoundation.org Mike Nagel Manager of Customer & Product Marketing EverTrue mike.nagel@evertrue.com Quinlan Stein Digital Development O๏ฌƒcer Kansas State University Foundation quinlans@ksufoundation.org Georgina Clemens Digital Development O๏ฌƒcer Kansas State University Foundation georginac@ksufoundation.org