Digital Moves Management: Creating a 24/7/365 Donor Pipeline

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Presentation to Planet Philanthropy 2018

Digital Moves Management
Using new tools and techniques
to attract donor prospects
Planet Philanthropy
June 18th, 2018
@SamStern_
#AFP18PP

Step 1:
Build Unity in Your
Organization

1. State your shared goals
2. Develop a campaign manifesto
3. Get to know your audiences
4. Identify Incentives
5. Outline the plan
a. Your shared goals
b. Your audience description stated as a persona
c. Your financial fundraising goal
d. A donor acquisition goal
e. Strategies that incorporate development and communications
f. Tactics that incorporate development and communications
5 Steps Toward Unity

v
Step 2:
Building
Donor
Personas

v
Building Your Personas
Make a list
Capture relevant information
Look for gaps
Organize the list into groups
Weed out unproductive groups

Step 3:
Convert
Content to
Engagement

Converting Content to
Engagement
1. Empathy with your personas.
2. An understanding of all the content assets
you already have.
3. Matching content with personas
4. Repurposing that content is a way that
resonates with their needs, aspirations and
belief system

Step 4:
Leverage
Technology

v
Finding Your Inner Tech
Think efficiency
Think Like a Donor
Think Connection
Concentrate on Curiosity
Think High Tech, High Touch

v
Must Have Capabilities
● Integrate data between donor development and
communication databases.
● Develop personalized, automated email campaigns to
nurture new donors and grow interest with your current
donors
● Launch campaigns based on specific actions taken by
prospects and donors.
● Assign points to each website page based on their value to
the development team.
● Track and record each website page visited by each donor
or prospect in the database
● Build specific profiles for each donor and prospect in the
database.
● Set up automatic alerts to inform donor development
when prospects are engaging with the organization. This
can drive more timely and informed outreach.

v
Checklist
● Database Integration
● Ease of Use
● What features are necessary
● Price
● Support
● Reviews
● Narrow your choice to 3 vendors

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4 TRIK CARA MENGGUGURKAN JANIN ATAU ABORSI KANDUNGAN

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Resumé Karina Perez | Digital Strategist

Resumé Karina Perez | Digital Strategist

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Social Media Marketing Portfolio - Maharsh Benday

Social Media Marketing Portfolio - Maharsh Benday

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Passive Income System 2.0 Digital: Effortless Earnings

Passive Income System 2.0 Digital: Effortless Earnings

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The Essence of Mothers Celebrating the Heart of the Family.pptx

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Marketing Automation Insights - Unlocking Success

Marketing Automation Insights - Unlocking Success

Marketing Automation Insights - Unlocking Success

Digital Moves Management: Creating a 24/7/365 Donor Pipeline

1. Digital Moves Management Using new tools and techniques to attract donor prospects Planet Philanthropy June 18th, 2018 @SamStern_ #AFP18PP

2. Step 1: Build Unity in Your Organization

3. 1. State your shared goals 2. Develop a campaign manifesto 3. Get to know your audiences 4. Identify Incentives 5. Outline the plan a. Your shared goals b. Your audience description stated as a persona c. Your financial fundraising goal d. A donor acquisition goal e. Strategies that incorporate development and communications f. Tactics that incorporate development and communications 5 Steps Toward Unity

4. v Step 2: Building Donor Personas

5. v Building Your Personas Make a list Capture relevant information Look for gaps Organize the list into groups Weed out unproductive groups

7. Step 3: Convert Content to Engagement

8. Converting Content to Engagement 1. Empathy with your personas. 2. An understanding of all the content assets you already have. 3. Matching content with personas 4. Repurposing that content is a way that resonates with their needs, aspirations and belief system

9.

10. Step 4: Leverage Technology

11. v Finding Your Inner Tech Think efficiency Think Like a Donor Think Connection Concentrate on Curiosity Think High Tech, High Touch

12. v Must Have Capabilities ● Integrate data between donor development and communication databases. ● Develop personalized, automated email campaigns to nurture new donors and grow interest with your current donors ● Launch campaigns based on specific actions taken by prospects and donors. ● Assign points to each website page based on their value to the development team. ● Track and record each website page visited by each donor or prospect in the database ● Build specific profiles for each donor and prospect in the database. ● Set up automatic alerts to inform donor development when prospects are engaging with the organization. This can drive more timely and informed outreach.

13. v Checklist ● Database Integration ● Ease of Use ● What features are necessary ● Price ● Support ● Reviews ● Narrow your choice to 3 vendors