This document outlines 10 steps for an effective diagnostic approach to campaign communications: 1) having a strategic plan, 2) defined campaign priorities, 3) a shared vision for the campaign, 4) a clear philanthropic argument, 5) understanding the audience, 6) targeted outreach, 7) reviewing resources, 8) conducting a communications audit, 9) annual communications planning and coordination, and 10) using metrics and measurement. It provides guidance on each step and suggests institutions self-rate their effectiveness on a scale of 1 to 5 for each step. Taking the steps can help institutions improve campaign communications and be more prepared and successful in their fundraising efforts.
The document provides a communications workbook to help organizations lay out a communications plan from start to finish. It outlines 9 key sections to consider: 1) establishing a clear goal, 2) researching the internal and external landscapes, 3) identifying decision makers, 4) determining influencing audiences, 5) understanding audience values, 6) developing an effective message, 7) choosing appropriate messengers, 8) targeting communications, and 9) selecting tactics to implement the plan. Filling out the workbook with a team allows an organization to strategically develop and execute a communications strategy to achieve its goals.
The document provides an agenda for a strategic communication workshop focused on land trusts. The agenda covers key strategic communication principles like audience mapping and message development. It discusses evaluating an organization's marketing capacity and defining goals and challenges. The core of the workshop teaches 10 marketing principles for nonprofit organizations to use communication effectively and change the world.
Events are not only a great way to raise funds but also awareness and community support. Unfortunately, many events fall flat, usually due to lack of clear goals and preparation. In this educational webcast, Richard Dietz of Nonprofit R + D and Jamy Squillace of Sage will show you the tried and true way to pull all the pieces together for your next fundraising event.
This document summarizes a webinar on developing a culture of philanthropy. It discusses establishing development as an ongoing process, making a fundraising plan, defining significant gift amounts, prioritizing major donors, creating individualized plans, stewardship through gratitude, and hosting donor conversations. The agenda reviews key content from previous months, which included setting SMART goals, identifying priority donors, and adding cultivation and solicitation touchpoints to plans. The webinar emphasizes establishing ongoing fundraising disciplines and strategies.
Positioning is the heart of nonprofit marketing. It designs an organization's image and value offer so that its customers appreciate what the organization stand for in relationship to its competitors.
Seven Basic Steps for a Highly Successful Campaign - 2016Steve Wasser
This document outlines seven basic steps for running a highly successful fundraising campaign: 1) Build your board by recruiting influential donors, 2) Conduct a feasibility study to determine fundraising potential, 3) Finalize the campaign plan based on study results, 4) Draft the case statement highlighting fundraising priorities, 5) Secure leadership gifts from major donors, 6) Broaden your appeal to the wider community, 7) Thank and steward donors to encourage future support. The steps emphasize the importance of planning, testing the case statement, securing major gifts early on, and maintaining donor relationships after the campaign.
Getting the right sponsors to join forces with you can make a big impact on the success of your event or project. It’s a guaranteed revenue source, and if you partner with relevant companies, the relationship will also provide added value to attendees.
The document provides a communications workbook to help organizations lay out a communications plan from start to finish. It outlines 9 key sections to consider: 1) establishing a clear goal, 2) researching the internal and external landscapes, 3) identifying decision makers, 4) determining influencing audiences, 5) understanding audience values, 6) developing an effective message, 7) choosing appropriate messengers, 8) targeting communications, and 9) selecting tactics to implement the plan. Filling out the workbook with a team allows an organization to strategically develop and execute a communications strategy to achieve its goals.
The document provides an agenda for a strategic communication workshop focused on land trusts. The agenda covers key strategic communication principles like audience mapping and message development. It discusses evaluating an organization's marketing capacity and defining goals and challenges. The core of the workshop teaches 10 marketing principles for nonprofit organizations to use communication effectively and change the world.
Events are not only a great way to raise funds but also awareness and community support. Unfortunately, many events fall flat, usually due to lack of clear goals and preparation. In this educational webcast, Richard Dietz of Nonprofit R + D and Jamy Squillace of Sage will show you the tried and true way to pull all the pieces together for your next fundraising event.
This document summarizes a webinar on developing a culture of philanthropy. It discusses establishing development as an ongoing process, making a fundraising plan, defining significant gift amounts, prioritizing major donors, creating individualized plans, stewardship through gratitude, and hosting donor conversations. The agenda reviews key content from previous months, which included setting SMART goals, identifying priority donors, and adding cultivation and solicitation touchpoints to plans. The webinar emphasizes establishing ongoing fundraising disciplines and strategies.
Positioning is the heart of nonprofit marketing. It designs an organization's image and value offer so that its customers appreciate what the organization stand for in relationship to its competitors.
Seven Basic Steps for a Highly Successful Campaign - 2016Steve Wasser
This document outlines seven basic steps for running a highly successful fundraising campaign: 1) Build your board by recruiting influential donors, 2) Conduct a feasibility study to determine fundraising potential, 3) Finalize the campaign plan based on study results, 4) Draft the case statement highlighting fundraising priorities, 5) Secure leadership gifts from major donors, 6) Broaden your appeal to the wider community, 7) Thank and steward donors to encourage future support. The steps emphasize the importance of planning, testing the case statement, securing major gifts early on, and maintaining donor relationships after the campaign.
Getting the right sponsors to join forces with you can make a big impact on the success of your event or project. It’s a guaranteed revenue source, and if you partner with relevant companies, the relationship will also provide added value to attendees.
The document outlines the key requirements for a successful fundraising campaign:
1) A compelling case must be made by clearly articulating the community need, the organization's plan to address it, who will carry out the project, and when it will take place.
2) A strong case for support, realistic fundraising goal, and previous fundraising success are needed.
3) A sufficient number of qualified and major gift prospects who are likely to donate must be identified early.
4) Strong staff support, resources, and full commitment from the board and effective volunteer leadership are critical to a campaign's success.
Public Relations and Communications - A Child Advocacy Center's Journey to Ca...Rebecca Gordon
The document summarizes the journey of Missouri KidsFirst in developing their public relations and communications strategies over time. It outlines a 5 step process for other child advocacy centers to plan and build their communications capacities, including: 1) assessing their current situation, 2) defining goals and objectives, 3) developing a strategic plan and budget, 4) determining appropriate communications tactics, and 5) establishing measurements and refining their approach based on results. The presentation provides advice on conducting research, branding, messaging, storytelling, budgeting, collaborations, and evaluating outcomes.
This document provides guidance on creating high-impact donor cultivation events that inspire donors and prospects. It discusses hosting volunteer events where donors can engage with an organization's mission in an impactful way. Such events appeal to mid-level and major donors by giving them an emotional experience connected to the cause. The document outlines factors to consider for the event, including defining the intended audience, choosing a volunteer task that leaves a lasting impression beyond immediate benefits, and providing networking opportunities for attendees. The goal is to generate a "light bulb moment" for donors to appreciate the organization's work and motivate increased support.
PR planning and Executing the Public relations campaignAnuj Usare
The document discusses planning for public relations campaigns and programs. It explains that campaigns have a specific beginning and end but consist of multiple events over weeks or months, while programs have no preset end and are intended for continued communication. Research methods like surveys and focus groups are described. The importance of identifying key audiences and tailoring messages to their needs is emphasized. Factors to consider in selecting media channels are outlined. Finally, tips are provided for preparing managers for press contact and delivering effective speeches.
https://bloomerang.co/resources/webinars/
Mark Quigley will explain the critical items needed to get started on early to position your capital campaign for success!
Love your donors - Developing Donor CareFiona McPhee
Donor care can be proactive and reactive. This session looked at both sides of the fence covering:
* a framework for managing the reactive side - responding to your donors when they contact you so you are building stronger relationships
* ideas for proactive donor care you can test to increase your donor retention and understanding of your donors
In an environment of declining retention rates, standing out from the crowd will take excellent donor care. Knowing how to assess your current level of care, identify gaps and opportunities and make changes to focus on your donors and not your organisation can be challenging. This session looked at frameworks and ideas to start making positive change.
The document discusses stakeholder management and outlines the key steps:
1. Identify stakeholders by mapping their interest and influence levels. High interest/influence stakeholders require active engagement.
2. Analyze stakeholders to understand their goals, potential support/resistance, and strategic importance. Map stakeholders to roles.
3. Prioritize stakeholders based on their attitude, influence, and interest in the project.
4. Engage stakeholders through developing messages, aligning activities to the project timeline, asking questions, and collecting feedback. Both stakeholders and teams have responsibilities to ensure project success.
The elements of building a successful fundraising strategy
*Fundraising in context
*New Zealand's individual giving market
* Strategy options
* Critical success factors
This personal development plan outlines three key areas of focus for the individual:
1) Addressing perceptions that they are too negative by adopting a more optimistic and future-focused approach.
2) Reducing perceptions of micromanagement by delegating more work and prioritizing strategic tasks.
3) Shifting to a more collaborative decision-making style through inclusive practices like extended staff meetings and assigning teams to address issues.
JS May, Portland Art Museum: Building a Fundraising PlanJames Leventhal
The document outlines 10 steps for creating an effective fundraising plan for a museum:
1) Define goals and needs, resources available, and target markets
2) Assess existing resources like donor lists, past strategies, and infrastructure
3) Set specific fundraising goals for programs, operations, capital projects, and endowments
4) Determine additional resources needed to implement the plan
5) Set monetary goals for short, medium, and long-term timeframes
6) Choose appropriate fundraising vehicles like annual campaigns, major gifts, and events
7) Identify potential donor markets including individuals, groups, corporations, and foundations
8) Budget expenses for the fundraising efforts
9) Draft a written plan outlining goals
CAPITAL CAMPAIGN PLANNING AND PREPARATIONAmy Kincaid
The document provides information on planning and conducting a capital campaign, including defining major gifts and capital campaigns, outlining the typical phases of a capital campaign, and discussing how to determine campaign goals and key elements of a successful campaign. It recommends conducting feasibility studies, having strong leadership and donor prospects, developing a compelling case for support and plan, and addressing key questions to fully leverage the benefits of a capital campaign for long-term organizational growth.
The document provides an overview of public relations including definitions, roles, crisis communication plans, functions of PR, differences between PR and branding, qualities of PR practitioners, differences between in-house PR and agency PR, media and non-media PR tools, importance of social responsibility and new age media in PR campaigns. Key points include defining PR as managing relationships between an organization and the public, the importance of planning for crises in advance, functions of PR like building reputation and handling media relations, and examples of using new age media like social media and websites for PR campaigns.
Major gifts fundraising involves cultivating donors who can make significant donations of $5,000 or more. It is an individualized process that requires building relationships with donors over many interactions to understand their passions and determine how to align them with an organization's mission. Successful major gifts programs implement strategic prospecting, cultivation that involves learning about each donor, asking for gifts after establishing shared goals, and ongoing stewardship to maintain donor engagement and recognition.
1. The document provides information and guidance for nonprofit organizations on fundraising strategies and planning.
2. It discusses developing a fundraising plan, identifying funding sources, evaluating fundraising efforts, and tips for fundraising during an economic recession.
3. The document also advertises an online resource center and nonprofit services provider called CharityNet USA and promotes their upcoming webinars on nonprofit topics.
The document summarizes a presentation on institutional advancement for Catholic high schools. It discusses trends in Catholic school statistics, development trends, and strategies for maximizing philanthropic potential through annual fundraising rather than periodic capital campaigns. This includes focusing on major gifts from top donors who are cultivated through involvement and personal solicitation by school leadership.
Putting Your Nonprofit Organization on the RIght Philanthropic Pathgaryrick23
The document discusses the importance of developing a resource development plan for nonprofit organizations. It explains that a resource development plan involves conducting an internal and external audit, creating a case statement to motivate financial support, and outlining specific recommendations, timelines, and accountabilities to transition an organization to a philanthropic-centered model focused on cultivating donors. The plan should help organizations professionalize their fundraising efforts and ensure philanthropy is a year-round focus and organizational culture.
THE STATE OF Event Sponsorship- Defining event sponsorship in 2019 and strategic research on the trends.
This report is for sponsorship decision-makers. In it, you’ll find the necessary information to create more effective sponsorship opportunities. The goal is for you to generate greater revenue for the event and improve the ROI for your sponsors. This mutually beneficial relationship should grow in the years to come.
Managing social media is challenging but doing so without a strategy is dangerous. This guide lays out a clear format for organizing digital communications.
Rallying Support for a Common Cause: Drive Action and Inspire Change. A look at how strategic donor communications and nonprofit marketing can inspire audiences to take meaningful action and generate ROI.
This document provides tips to increase and energize a fundraising campaign. To increase a campaign, it recommends applying behavioral economics principles like hosting success sessions, assigning leadership chairs, and asking for larger donations. These tactics have increased donations by 8-10% compared to 3-5% without them. To energize a campaign, it suggests forming a campaign committee, developing impactful messaging, hosting kickoff and wrap up events, and recruiting canvassers. Introducing themes, friendly competitions, and challenges can also boost participation and donations. The document concludes with examples of how other organizations successfully applied these strategies.
The document outlines the key requirements for a successful fundraising campaign:
1) A compelling case must be made by clearly articulating the community need, the organization's plan to address it, who will carry out the project, and when it will take place.
2) A strong case for support, realistic fundraising goal, and previous fundraising success are needed.
3) A sufficient number of qualified and major gift prospects who are likely to donate must be identified early.
4) Strong staff support, resources, and full commitment from the board and effective volunteer leadership are critical to a campaign's success.
Public Relations and Communications - A Child Advocacy Center's Journey to Ca...Rebecca Gordon
The document summarizes the journey of Missouri KidsFirst in developing their public relations and communications strategies over time. It outlines a 5 step process for other child advocacy centers to plan and build their communications capacities, including: 1) assessing their current situation, 2) defining goals and objectives, 3) developing a strategic plan and budget, 4) determining appropriate communications tactics, and 5) establishing measurements and refining their approach based on results. The presentation provides advice on conducting research, branding, messaging, storytelling, budgeting, collaborations, and evaluating outcomes.
This document provides guidance on creating high-impact donor cultivation events that inspire donors and prospects. It discusses hosting volunteer events where donors can engage with an organization's mission in an impactful way. Such events appeal to mid-level and major donors by giving them an emotional experience connected to the cause. The document outlines factors to consider for the event, including defining the intended audience, choosing a volunteer task that leaves a lasting impression beyond immediate benefits, and providing networking opportunities for attendees. The goal is to generate a "light bulb moment" for donors to appreciate the organization's work and motivate increased support.
PR planning and Executing the Public relations campaignAnuj Usare
The document discusses planning for public relations campaigns and programs. It explains that campaigns have a specific beginning and end but consist of multiple events over weeks or months, while programs have no preset end and are intended for continued communication. Research methods like surveys and focus groups are described. The importance of identifying key audiences and tailoring messages to their needs is emphasized. Factors to consider in selecting media channels are outlined. Finally, tips are provided for preparing managers for press contact and delivering effective speeches.
https://bloomerang.co/resources/webinars/
Mark Quigley will explain the critical items needed to get started on early to position your capital campaign for success!
Love your donors - Developing Donor CareFiona McPhee
Donor care can be proactive and reactive. This session looked at both sides of the fence covering:
* a framework for managing the reactive side - responding to your donors when they contact you so you are building stronger relationships
* ideas for proactive donor care you can test to increase your donor retention and understanding of your donors
In an environment of declining retention rates, standing out from the crowd will take excellent donor care. Knowing how to assess your current level of care, identify gaps and opportunities and make changes to focus on your donors and not your organisation can be challenging. This session looked at frameworks and ideas to start making positive change.
The document discusses stakeholder management and outlines the key steps:
1. Identify stakeholders by mapping their interest and influence levels. High interest/influence stakeholders require active engagement.
2. Analyze stakeholders to understand their goals, potential support/resistance, and strategic importance. Map stakeholders to roles.
3. Prioritize stakeholders based on their attitude, influence, and interest in the project.
4. Engage stakeholders through developing messages, aligning activities to the project timeline, asking questions, and collecting feedback. Both stakeholders and teams have responsibilities to ensure project success.
The elements of building a successful fundraising strategy
*Fundraising in context
*New Zealand's individual giving market
* Strategy options
* Critical success factors
This personal development plan outlines three key areas of focus for the individual:
1) Addressing perceptions that they are too negative by adopting a more optimistic and future-focused approach.
2) Reducing perceptions of micromanagement by delegating more work and prioritizing strategic tasks.
3) Shifting to a more collaborative decision-making style through inclusive practices like extended staff meetings and assigning teams to address issues.
JS May, Portland Art Museum: Building a Fundraising PlanJames Leventhal
The document outlines 10 steps for creating an effective fundraising plan for a museum:
1) Define goals and needs, resources available, and target markets
2) Assess existing resources like donor lists, past strategies, and infrastructure
3) Set specific fundraising goals for programs, operations, capital projects, and endowments
4) Determine additional resources needed to implement the plan
5) Set monetary goals for short, medium, and long-term timeframes
6) Choose appropriate fundraising vehicles like annual campaigns, major gifts, and events
7) Identify potential donor markets including individuals, groups, corporations, and foundations
8) Budget expenses for the fundraising efforts
9) Draft a written plan outlining goals
CAPITAL CAMPAIGN PLANNING AND PREPARATIONAmy Kincaid
The document provides information on planning and conducting a capital campaign, including defining major gifts and capital campaigns, outlining the typical phases of a capital campaign, and discussing how to determine campaign goals and key elements of a successful campaign. It recommends conducting feasibility studies, having strong leadership and donor prospects, developing a compelling case for support and plan, and addressing key questions to fully leverage the benefits of a capital campaign for long-term organizational growth.
The document provides an overview of public relations including definitions, roles, crisis communication plans, functions of PR, differences between PR and branding, qualities of PR practitioners, differences between in-house PR and agency PR, media and non-media PR tools, importance of social responsibility and new age media in PR campaigns. Key points include defining PR as managing relationships between an organization and the public, the importance of planning for crises in advance, functions of PR like building reputation and handling media relations, and examples of using new age media like social media and websites for PR campaigns.
Major gifts fundraising involves cultivating donors who can make significant donations of $5,000 or more. It is an individualized process that requires building relationships with donors over many interactions to understand their passions and determine how to align them with an organization's mission. Successful major gifts programs implement strategic prospecting, cultivation that involves learning about each donor, asking for gifts after establishing shared goals, and ongoing stewardship to maintain donor engagement and recognition.
1. The document provides information and guidance for nonprofit organizations on fundraising strategies and planning.
2. It discusses developing a fundraising plan, identifying funding sources, evaluating fundraising efforts, and tips for fundraising during an economic recession.
3. The document also advertises an online resource center and nonprofit services provider called CharityNet USA and promotes their upcoming webinars on nonprofit topics.
The document summarizes a presentation on institutional advancement for Catholic high schools. It discusses trends in Catholic school statistics, development trends, and strategies for maximizing philanthropic potential through annual fundraising rather than periodic capital campaigns. This includes focusing on major gifts from top donors who are cultivated through involvement and personal solicitation by school leadership.
Putting Your Nonprofit Organization on the RIght Philanthropic Pathgaryrick23
The document discusses the importance of developing a resource development plan for nonprofit organizations. It explains that a resource development plan involves conducting an internal and external audit, creating a case statement to motivate financial support, and outlining specific recommendations, timelines, and accountabilities to transition an organization to a philanthropic-centered model focused on cultivating donors. The plan should help organizations professionalize their fundraising efforts and ensure philanthropy is a year-round focus and organizational culture.
THE STATE OF Event Sponsorship- Defining event sponsorship in 2019 and strategic research on the trends.
This report is for sponsorship decision-makers. In it, you’ll find the necessary information to create more effective sponsorship opportunities. The goal is for you to generate greater revenue for the event and improve the ROI for your sponsors. This mutually beneficial relationship should grow in the years to come.
Managing social media is challenging but doing so without a strategy is dangerous. This guide lays out a clear format for organizing digital communications.
Rallying Support for a Common Cause: Drive Action and Inspire Change. A look at how strategic donor communications and nonprofit marketing can inspire audiences to take meaningful action and generate ROI.
This document provides tips to increase and energize a fundraising campaign. To increase a campaign, it recommends applying behavioral economics principles like hosting success sessions, assigning leadership chairs, and asking for larger donations. These tactics have increased donations by 8-10% compared to 3-5% without them. To energize a campaign, it suggests forming a campaign committee, developing impactful messaging, hosting kickoff and wrap up events, and recruiting canvassers. Introducing themes, friendly competitions, and challenges can also boost participation and donations. The document concludes with examples of how other organizations successfully applied these strategies.
HCF Training - Building Sustainability Workshop covers:
Why do we need to plan?
• Fundraising methods
• Understanding the funder
• How HCF Training and Development can help you
Marketing methods for nonprofit organizations of all types to build effective relationships with donors, volunteers, and clients. Addresses how to create effective social media, email, and web-based marketing programs at low cost and time requirements.
The document provides guidance on choosing issues for campaigns and developing strategies. It includes checklists for choosing an issue and evaluating tactics. The issue checklist helps compare potential issues based on 16 criteria like whether the issue will improve lives, be winnable, and align with organizational values. The strategy chart guides planning goals, organizational considerations, targets, allies/opponents, and tactics. It emphasizes tactics should be context-specific, creative, directed at targets, make sense to members, and leverage power. The tactics checklist ensures tactics are feasible and aligned with the overall strategy.
Webinar SlideDeck.Roadmap to Nonprofit Strategic Planning.pdfBloomerang
This document provides a roadmap for creating a successful nonprofit strategic plan in 5 steps:
1. Set your mindset and schedule time for strategic planning.
2. Conduct an internal and external SWOT (Strengths, Weaknesses, Opportunities, Threats) analysis.
3. Review your mission, vision, and values statements to ensure they are still relevant.
4. Conduct resource mapping to assess your current financial, physical/digital, and people resources.
5. Define goals and strategies for the upcoming year, including key metrics to track success.
The document emphasizes the importance of strategic planning to provide direction, benchmarks, and a funding roadmap for nonprof
Heller Consulting & Stayclassy's Webinar on Engaging New & Casual DonorsHeller Consulting
Slides from the webinar that Stayclassy and Heller Consulting presented on March 27th, 2014 on how to engage both new and casual donors. Nonprofit organizations can expect to learn about how to more efficiently communicate with donors and how to strategize and plan a year-long engagement calendar for your organization.
This document provides information and guidance about accessing funding locally for youth organizations. It lists various sources of funding information like websites and organizations. It discusses different types of funding opportunities such as for sports/arts projects or workforce development. It provides tips for applying for funding like ensuring the project is deliverable, collaborative, and innovative. It emphasizes measuring tangible outcomes and building relationships with funders. Finally, it discusses developing long-term fundraising strategies and sustainability plans.
This document provides guidance on conducting successful food and fund drives to benefit nonprofit agencies. It discusses determining the timeframe and details of the drive, creating promotional flyers, displaying collection materials, and advertising through various channels like websites, newsletters, businesses, social media and newspapers. Maximizing efforts involves partnering with other organizations and local grocers for drop-off locations. Thank you letters or receipts should be sent to donors detailing the impact of their donation. Building long-term partnerships through ongoing communication is emphasized. Grantwriting tips include researching funding opportunities, understanding the key elements of a competitive proposal like the problem statement, objectives, methods and evaluation, and following up appropriately depending on if the proposal is accepted or denied.
The document provides an overview of various topics related to finance management and project training, including market research, budgeting, fundraising, selling, and project accountability. It discusses the importance of market research, outlines the basic budgeting process, explains why fundraising is important for non-profits and how to find donors, discusses key aspects of selling, and emphasizes the importance of project accountability and feedback. Examples and tips are provided for various topics like budgeting, fundraising questions, and what donors want to hear. An Excel budgeting example and a grant application example are also included.
The document provides an overview of various topics related to finance management and project training, including market research, budgeting, fundraising, selling, and project accountability. It discusses the importance of market research and different research methods. It also outlines the basic budgeting process and tips for budgeting scale. Fundraising topics covered include why it's important, how to find the best fundraising ideas, and questions to ask when targeting donors. The document provides examples of grants and the grants application and proposal creation process. It also discusses key aspects of selling, such as communicating benefits. The conclusion emphasizes several topics as important for project accountability and obtaining feedback.
This document provides an overview of a fundraising fundamentals course. The agenda includes introductions, exercises on existing fundraising plans, lectures on fundraising cycles and techniques like grants, major gifts, social media, and special events. Course outcomes focus on developing skills in areas like fundraising programs, income sources, budgeting, storytelling, and technology planning. The document then provides content on various fundraising topics including introductions, statements of purpose, fundraising plans, grant proposals, individual and major gifts, social media, and special events.
Internal public relations involves maintaining positive relations with stakeholders inside the organization like employees and investors. External public relations aims to build goodwill with communities and consumers. Key functions include employee relations, community relations, media and financial relations. Public relations helps non-profits achieve their missions through defining their brands, developing communication channels, and supporting fundraising and advocacy. Social media has become integrated in public relations strategies.
The document discusses various strategies for fundraising for non-profit organizations. It covers reasons for fundraising like survival and reducing dependency. It outlines key motivations for donors including social participation, tax benefits, and marketing. The document then discusses principles of fundraising like establishing personal connections, understanding the donor's perspective, and saying thank you. It provides tips for different fundraising methods such as writing project proposals, direct marketing, social media, online fundraising, events, and corporate and individual donations. The focus is on practical fundraising strategies and tactics for the voluntary sector.
Versus Arthritis - supporter centred digital communicationsmore onion
This presentation explains how Versus Arthritis, with help from more onion, have driven organisational change to transform the way they engage supporters, recruit and retain donors, and deepen understanding of their audience. They outline the steps in their journey, from initial pilot project through to introducing entirely new roles and organisational processes, and how they've built internal buy-in and overcome obstacles to change.
This document provides guidance on how to market events through a 5-step process: 1) Analyze past marketing data and tactics, 2) Research best practices, 3) Evaluate and select tactics, 4) Implement a new marketing strategy, and 5) Repeat the analysis process. The first step involves analyzing metrics from past events to determine what drove success. Common drivers were referrals, returning participants, and social media. The second step reviews various marketing tactics and trends, such as email marketing, direct mail, and social media advertising. Tactics are then evaluated in step three using criteria like registrations, cost, and ease. A sample scorecard ranks tactics. Step four involves communicating a new one-page marketing plan. The process
Social marketing presentation november 2016Jim Mintz
This document provides an introduction and overview of social marketing planning for behavior change. It discusses key concepts in social marketing including the benefits of adopting a social marketing approach, challenges, and how meaningful impact takes time. It outlines the key components of a social marketing plan including conducting a situation analysis through environmental scans, SWOT analysis, market segmentation, identifying target audiences and influencers. It also discusses setting objectives using the SMART framework, conducting social marketing research, branding, positioning using the 4 P's of marketing framework covering product, price, place and promotion. The document emphasizes that social marketing requires a strategic long-term approach to effectively change behaviors.
Accountable Fundraising: You Can Integrate Achievement, Long-term Success and...4Good.org
Suggested practices in this webinar will significantly improve your bottom line as you gain better results for your cause, increases loyalty from staff and board, and deepens the level of appreciation from those who support your mission.
The document provides information about Capital Premier Events, including their mission statement and goals for an event to raise money for the local SPCA. Their mission is to provide exceptional resources to clients through communication and dedication. Their goals are to establish good relationships with clients, develop team cohesiveness, advertise events to the public, and raise a substantial amount of money for the SPCA. They are interested in raising awareness about animal neglect and abuse in the area. Their event is called "Every Dog Has its Day" SPCA Volunteer Day.
This document provides guidance on developing a communication plan for a nonprofit organization. It emphasizes the importance of planning to align communication with the organization's mission and goals. Key aspects of planning include gathering information, identifying communication roles and channels, developing goals and objectives, and creating a calendar. The document also discusses developing a brand manifesto and theme to connect all communication. Effective plans include goals, measurable objectives, strategies for key audiences, and specific tactics. Developing a plan helps ensure communication supports the organization's strategic priorities.
Similar to GGA Webinar - A Diagnostic Approach to Effective Campaign Communications (20)
2. AGENDA
• Thoughts on Campaign Communications
• 10 Steps To Guide Your Approach
• Self-rating
• Summary and Q & A
3. CAMPAIGN COMMUNICATIONS
Characteristics of successful campaign communications:
• Clear and Compelling Campaign
A Compelling Vision
Clear goals
Articulated priorities
• Integrated Communications
With annual fund
With alumni relations/membership
with stewardship
With other parts of the institution (central communications)
• Audience focused
Donor centric
Data and evidence-based
• Building the pipeline for the next campaign
4. • Compelling campaign communications start with a compelling vision and
philanthropic priorities
• It is never too early to start planning
• No two institutions are exactly alike
• Campaign communications must be designed for the institution’s
constituents
• Strategy first. Creative last
• A great idea that cannot be funded or staffed is not a great idea
• There are no silver bullets.Campaign communications are successful when
100 little things are done correctly.
• Print or Digital? Yes.
OUR GUIDING PRINCIPLES ON CAMPAIGN COMMUNICATIONS
6. DIAGNOSTIC FOR CAMPAIGN
COMMUNICATIONS
1. Strategic Plan
2. Campaign Priorities
3. A Shared Vision for the Campaign
4. A Philanthropic Argument
5. Understanding Your Audience
6. Targeted Outreach
7. Resource Review
8. Communications Audit
9. Annual Communications Planning and Coordination
10. Metrics and Measurement
8. STEP1:STRATEGIC PLAN
Your institution has a strategic plan that has a well-articulated vision and a set of
institutional priorities.
1 2 3 4 5
Strongly
Disagree
Neutral
Strongly
Agree
9. STRATEGIC PLAN: IDEAS AND ISSUES
• Fundraising campaigns are most coherent and effective when they are
conducted in support of an institutional strategic plan
• In the best case,you have a solid strategic plan that has been developed with
input from key stakeholders and has the support of the board.
• In some cases,a strategic plan just isn’t possible. In these cases,you need at
least a clear vision for the institution and a set of institutional priorities
• Fundraising campaigns are a means to an end. They provide the resources to
accomplish something.
• As communicators our goal is define what it is the institution is trying to
accomplish with the funds. This is the philanthropic argument at its most
basic
10. STEP2: CAMPAIGNPRIORITIES
Your institution has conducted a philanthropic goal setting process
and has defined specific philanthropic priorities.
1 2 3 4 5
Strongly
Disagree
Neutral
Strongly
Agree
11. CAMPAIGNPRIORITIES: IDEAS AND ISSUES
• As communicators (and as part of development) our role is not to determine
the philanthropic priorities for the organization
• Our role is to take the priorities and create a compelling narrative or
framework to which donors will respond
• In the best cases,the philanthropic priorities tie directly to the strategic plan
and have clear,explainable dollar goals associated with each one
• Not all priorities are created equal. We must remember the old saying –“your
crisis is not my problem.” The institutional needs and donor interests seldom
align as well as leadership would like.
• Our goal is to help the institution find a way to match its needs with the
interests of its donors
12. STEP3:ASHAREDVISIONFORTHECAMPAIGN
Your institution has a clear sense of why it needs a campaign and what it hopes to
accomplish with the resources generated by the campaign.
(Aspirations/Goals/Mission/Vision)
1 2 3 4 5
Strongly
Disagree
Neutral
Strongly
Agree
13. ASHAREDVISIONFORTHECAMPAIGN: IDEAS AND ISSUES
To have effective campaign communications,it will help to have a compelling
vision and philanthropic priorities.
The best communications will not compensate for lack of clarity or uninspiring
philanthropic needs.
If you are lacking a shared vision:
• Consider a process to gain consensus on key messaging elements – vision,
mission,reason for a campaign – before beginning to write a case statement
• In the worst case,use the writing of the case as a process to gain this
consensus – but understand it will be a long and arduous road
14. STEP4: APHILANTHROPIC ARGUMENT
You can clearly state why your institution needs philanthropic support
and why it needs it now.
1 2 3 4 5
Strongly
Disagree
Neutral
Strongly
Agree
15. APHILANTHROPIC ARGUMENT: IDEAS AND ISSUES
You will need to answer several questions to have an effective philanthropic
argument. These include:
• What is it that our institution does better than anyone else or in a unique
way?
• Why do we need philanthropic support? What are we trying to accomplish?
• Why do we need support now? What opportunity will we miss if we don’t
raise this money?
• How will the world be different if we are successful in raising this support?
16. LARGE PRIVATE RESEARCH UNIVERSITY
THE CHALLENGE
The university recently
completed a
campaign which
exceeded goal. Many
alumni wonder why
more fundraising is
needed. Other
stakeholders
questioned the need
for academic
investment, particularly
in the research
enterprise. In addition,
we were working under
a very compressed
timeframe.
THE PROJECT
GG+A was asked to
develop a messaging
platform, leadership
briefing for potential
lead donors, and a
communications plan
for a capital
campaign that is
being planned.
THE APPROACH
We leveraged the
University’s strategic
plan and campaign
priorities, which were
quite thorough.
Through deep listening
sessions with key
stakeholders, including
academic leadership,
we surfaced themes
which we weaved into
a campaign
positioning and
messaging platform.
OUTCOMES
The University is moving
forward rapidly with
campaign planning.
The materials we
developed helped us
quickly write a
leadership briefing
which is gathering
strong feedback in the
field. We are
completing a
communications plan
which will inform multi-
year planning cycles.
CLIENTCASESTUDY
17. STEP5: UNDERSTANDINGYOURAUDIENCE
Your institution has conducted quantitative and/or qualitative market research
in the last 18-24 months to better understand your constituents,
including donors and development prospects.
1 2 3 4 5
Strongly
Disagree
Neutral
Strongly
Agree
18. UNDERSTANDINGYOURAUDIENCE: IDEAS AND ISSUES
• The one with data wins! Research data takes opinion out of the conversation
• You should spend the year before the campaign laying the foundation for the
campaign through communications
• You can use constituent research to understand what your constituents think
and identify the issues you want to address through communications
• What issues do you need to address before launching a large campaign?
Athletics scandal? Financial weakness? Recovering from a tumultuous CEO or
President?
• “Research”can be a form of cultivation and engagement
• Ask for feedback on everything you do
• And be sure to react and respond to the feedback you get
19. STEP6: TARGETED OUTREACH
Your institution has developed an audience segmentation that it uses for
outreach and fundraising.
1 2 3 4 5
Strongly
Disagree
Neutral
Strongly
Agree
20. TARGETED OUTREACH: IDEAS AND ISSUES
• Most Advancement or Development operations are approaching their
audiences as three broad categories of constituents
• Major gift donors and prospects
• Annual gift donors / members (for cultural organizations)
• Non-donors
• Alumni
• Grateful patients
• Friends
• Parents
• Most teams in Advancement focus on one audience. There is no coordination
of effort or shared goals for constituents across the department.
• Communications teams outside of campaign likely spend the majority of
their time communicating to annual gift and non donors
• In a campaign,the inverse should be true. This requires a shift from
communicating to many to communicating to few
• Adopting an audience segmentation for the campaign can help to ensure
that the appropriate resources and efforts are applied to the right audiences
21. TARGETED OUTREACH: IDEAS AND ISSUES (CONTINUED)
• An effective segmentation will allow for clear,measurable goals to be
identified for each segment. Each part of the organization can then align its
strategies and tactics to affecting these goals. Example:
• Non donor = increase engagement,make a gift
• Inconsistent donor = become a consistent donor
• Communications strategies and tactics will vary by segment with the more
valuable segments receiving more customized communications
• High value segments receive more face-to-face communications,materials
and messages are personalized,and communications are more frequent. The
campaign will be important in the messaging.
• Low value segments receive less communications,materials are less
personalized,and communications are less frequent. The campaign is less
prominent in the messaging.
26. STEP7:RESOURCEREVIEW
Your institution has the right organizational structure, and talent at each key
position,to effectively plan,implement and continuously improve a capital
campaign communications program.
1 2 3 4 5
Strongly
Disagree
Neutral
Strongly
Agree
27. RESOURCEREVIEW: IDEAS AND ISSUES
• Looking at resource deployment is an important task,especially when
campaign planning is at the beginning stages
• Some questions to ask in a pre-campaign stage:
• What resources do I need and when will I need them?
• Do I have all the skills in house that I need?
• What should I do in house and what should I outsource?
• What kind of budget will I need and when will I need it?
• Resource reviews can also be helpful mid-campaign,when the institution
anticipates ramping up communications activities for a public phase
• Resource reviews work best with top management support, transparency
and candor in communications,and with wide input from stakeholders,
especially internal clients for communications
• We have found benchmarking vs. selected peer institutions to be a
particularly good approach. The data that is surfaced yields insights in a
non-political and transparent manner.
28. STEP8:COMMUNICATIONSDISCOVERY/AUDIT
Your institution has an inventory of the communications channels and vehicles it
is using currently and has reviewed them for their ability to support campaign
communications.
1 2 3 4 5
Strongly
Disagree
Neutral
Strongly
Agree
29. COMMUNICATIONSDISCOVERY/AUDIT: IDEAS AND ISSUES
• An inventory of all available channels and vehicles is important because they
will be important for delivering campaign content and messages.
• The discovery / audit process by definition has somewhat of a subjective
nature,especially when assessing communications outputs such as creative
• We intentionally balance that with an objective assessment of inputs and
outcomes
• For inputs,we delve into organizational plans and processes regarding
communications
• For outcomes,we work with clients to review how they are measuring
actions that audiences take as a result of communications treatments
• A discovery / audit provides clients the opportunity to step back, assess their
communications streams,and make proactive decisions about what to
continue and what to change
30. PUBLIC RESEARCH UNIVERSITY
THE CHALLENGE
The University has just
finished a campaign.
Advancement
Communications is
understaffed and lacking
key skills.
In a highly decentralized
environment,
Advancement wants to
build relationships with
the units and sees
communications as a
means to do this.
The VP wants an
organizational plan and a
road map for building
one of the best
communications
programs in the country.
THE PROJECT
GG+A was asked to
conduct an
Advancement
communications
organizational review,
a communications
audit, and develop a
marketing dashboard
THE APPROACH
Extensive interviews with
the communications
team and stakeholders
across campus to assess
culture, politics, skills, and
resources with the team
gathering all
communications
activities and providing
an inventory and an
assessment of inputs,
outputs and outcomes.
A benchmark study of
selected peer institutions.
An identification of key
metrics and measures
that the VP and staff
should track on a
systematic basis.
OUTCOMES
University is considering a
recommendation to
reorganize its
communications group,
using the GG+A findings
and benchmark as a
road map.
University anticipates
reorganizing processes as
well to better align with
best practices and with
marketing
communications metrics.
CLIENTCASESTUDY
32. ANNUALCOMMUNICATIONSPLANNINGAND
COORDINATION: ISSUES AND IDEAS
• There are two levels of complexity to communications planning – within
development/advancement and across the organization
• Within Development/Advancement,best practice is for each team to have
defined goals in the campaign. It cannot be development’s campaign alone.
• The Communications team can help by conducting coordinated
communications planning
• Don’t expect other parts of the institution to understand the role they should
play in the campaign. We need to tell them.
• Consider creating an institution wide campaign communications working
group that meets on a regular basis. Consider having the development
communications lead and the central institutional communications lead act
as co-chairs and conveners.
33. STEP10: METRICSANDMEASUREMENTS
You have put into place a plan to measure the effectiveness of campaign
communications
1 2 3 4 5
Strongly
Disagree
Neutral
Strongly
Agree
34. METRICSANDMEASUREMENT: IDEAS AND ISSUES
• Many organizations are able to measure outputs – letters mailed,magazines
produced, stories written.
• The web and social media have allowed us to measure some results – page
views,visitors, friends,etc. Digital communications have raised expectations
about measuring results overall.
• In the best cases, you will be able to establish and track metrics that measure
outcomes of your communications such as awareness,engagement,and
giving,not just the outputs
• 2013 letter from Bill Gates to nonprofits:“Why Measurement Matters”
• The techniques of measurement are more widely available and at lower costs
in the digital era
• Metrics are difficult in the culture and information systems of nonprofits. The
skills and discipline of measurement remain rare.
• Even taking steps towards understanding and implementing the discipline of
measurement can help gain credibility with trustees and donors
35. WHAT IS YOUR CAMPAIGN COMMUNICATIONS
EFFECTIVENESS SCORE?
Add up the scores you assigned yourself based on the 10 steps:
• 0-9 You may not be ready for a campaign
• 10-19 Expect a turbulent ride
• 20-29 There’s room for improvement
• 30-39 We see potential for success
• 40-45 Hands on the rudder,smooth sailing ahead
• 46-50 At the head of the class
36. Bill O’Leary
Senior Vice President and Managing Director
for Strategic Communications
202.341.3992
woleary@grenzglier.com
Ed Sevilla
Vice President for Advancement
Communications
781.856.3700
esevilla@grenzglier.com
QUESTIONS AND ANSWERS