The document discusses fundraising tools in the cloud and considerations for non-profits looking to utilize cloud-based fundraising. It outlines key benefits of cloud fundraising like accessibility from anywhere and integrated campaigns. It also notes important factors to consider when choosing a tool like functionality, ease of use, data collection capabilities, integration options, and costs. The document provides guidance on evaluating current tools and making the transition to new cloud-based fundraising software.

1. FUNDRAISING TOOLS,
SERVICES &
OPPORTUNITIES IN THE
CLOUD

2. About Firefly Partners
• We offer a wide array of affordable services including
website design, custom development, campaign strategy
and execution and ongoing support
• All Firefly staff have nonprofit backgrounds
• We work with many of today’s online tools
• Clients rave about our approach and quality
• We’re invested in helping you plan, launch and learn the
best practices in online communication and engagement

3. Breaking Through the Cloudiness
o “Cloud” simply means that information is stored offsite
and can be accessed from anywhere in the world
o Critical files and tools aren’t tied to your local
computer
o Security is a big deal
oData in the clous is available for use anytime/anywhere

4. Why Go Cloud for Fundraising?
o Supporters can find you everywhere
oAllows integrated campaigns
oRate of comfort with online giving continues to rise
o Cloud-based tools collect useful and timely data
o No need for internal servers or maintenance
o Cloud-based tools are available at wide array of price
points

5. QUESTION –
DO YOU HAVE WHAT YOU
NEED TO BE A GREAT
ONLINE FUNDRAISER IN
THE CLOUD?

6. Here’s What You Need:
o Secure Donation Process
o Merchant Account
oCommunication Tools
oTime to Pick the Right One

7. Hundreds of Tools to Choose From!

8. QUESTION –
WHAT’S THE LOVE/HATE
RATIO WITH THE TOOLS
YOU CURRENTLY USE?

9. Picking The Right Tool
o Functionality
oEase of Use (for you & your donors!)
oAbility to Integrate
o Data Collection & Analysis
o Costs & ROI

10. Diving Deeper: Functionality
o How customizable are the forms?
o Can you create forms for monthly giving or gifts in
honor/memory?
o Can you create custom fields on the forms?
o How much control do you have over thank you pages
and autoresponders?
oWhat type of tax receipts are generated?

11. Diving Deeper: Ease of Use
oAre the forms and transactions clearly marked as
secure?
o Does anything about the forms cause ‘donor
confusion’?
o How easy is it to manage the forms (make new ones
and make changes)?
oAre special skills are needed to make the forms look
professional?

12. Diving Deeper: Data Collection
o What happens to your donor data after the gift is
made?
o Can data be easily exported into a spreadsheet?
o Can you set up a sync with your database of record?
o What standard or custom reports are available?

13. Diving Deeper: Integration
o Can you fundraise in other places online (like
Facebook, blogs and your website)?
o Will security be maintained if you pull donation forms
into other places online?
o Can you brand the donation tools so they look like your
other online presence?
oDo you have to be a wizard to do these things?

14. Diving Deeper: Costs & ROI
o Tool costs range from free to $1,500 per month and up
o Do you need a Ford Focus or a Mercedes?
o What will it cost you to manage the tool?
o How long will this tool meet your needs?

18. Peer To Peer Fundraising

19. QUESTION –
WOULD PEER TO PEER BE
EFFECTIVE FOR YOUR ORG?

20. Common Peer To Peer Scenarios
o Personal Fundraising (donate in lieu of giving gifts)
oCampaigns support gifts in honor, memory &
celebration
oRaces, Walks & Virtual Events
oPetition Based Fundraising

21. Peer To Peer Points to Ponder
o Tools tend to be super simple or super complex
oRequires lots of communication and management
oMost effective with social networking component
oMany orgs design an ‘event microsite’ for their tools

27. Case Study:
National Center for Learning
Disabilities

31. QUESTION –
ARE YOU CONTEMPLATING
A MOVE?

32. Where Do I Start?
o Make A Feature Wish List (must have, nice to have)
o Make A Budget (how much can we spend?)
o Make A Short List of Tools (5-8)
oGet Demos
oAsk Questions!

33. Resources & Recommendations
o NTEN
o Idealware
o Mashable
oTechsoup
oLinkedIn (nonprofit group)
oThe NonProfit Times
oGoogle!

34. Costs and Timeline?
o Migration costs can vary widely – ask the tool provider!
o Hire a partner to guide your selection and set up
o Consider migrating in phases (one time gifts now, move
monthly givers over time)
o Migrations can take anywhere from 1-3 months
o Don’t forget about data implications
o Evaluate other web projects for best timing (website
redesigns can be a natural time for a move)

35. Questions?
ira@fireflypartners.com
info@fireflypartners.com

36. Thanks!