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Designing a Donation Experience
for Stewardship
connect. reach. grow.
Readiness Series
Designing a Donation Experience
for Stewardship
Q: How can we create a red carpet
experience for every potential donor?
connect. reach. grow.
Readiness Series
Designing a Donation Experience
for Stewardship
Q: How can we create a red carpet
experience for every potential donor?
A: Let’s find out, shall we?
connect. reach. grow.
Readiness Series
Tim Sarrantonio
• 11 years of nonprofit fundraising experience
• Serve on two nonprofit boards, volunteer for several others
• Raised $2 million in the last four years
connect. reach. grow.
today’s agenda
connect. reach. grow.
today’s agenda
connect. reach. grow.
donation forms
today’s agenda
connect. reach. grow.
donation forms stewardship
today’s agenda
connect. reach. grow.
donation forms stewardship
donor personas
today’s agenda
connect. reach. grow.
donation forms stewardship
donor personas ACTION ITEMS!
online giving
the rise of
2002
2012201
2012
connect. reach. grow.
* Stats from Digital Giving Index studies
online giving
the rise of
2002
connect. reach. grow.
* Stats from Digital Giving Index studies
online giving
the rise of
2002
connect. reach. grow.
2014
55
* Stats from Digital Giving Index study
online giving forms
connect. reach. grow.
* Stats from Digital Giving Index study
generic
online giving forms
connect. reach. grow.
* Stats from Digital Giving Index study
online giving forms
generic vs. branded
connect. reach. grow.
* Stats from Digital Giving Index study
generic vs. branded
online giving forms
• $106 average gift size • $152 average gift size
connect. reach. grow.
* Stats from Digital Giving Index study
online giving forms
• $105 average gift size
• 4% of overall giving
• $152 average gift size
• 51% of overall giving
generic vs. branded
connect. reach. grow.
• $105 average gift size
• 4% of overall giving
• $152 average gift size
• 51% of overall giving
* Stats from Digital Giving Index study
online giving forms
7x more money raised!
generic vs. branded
connect. reach. grow.
what is stewardship?
* Thanks Wikipedia!
connect. reach. grow.
what is stewardship?
It is a theological concept of the
ethical planning of resources
* Thanks Wikipedia!
connect. reach. grow.
what is stewardship?
It is a theological concept of the
ethical planning of resources
Yet it is so much more!
* Thanks Wikipedia!
connect. reach. grow.
traditional engagement
connect. reach. grow.
We’ve been taught a certain way to grow our mission
traditional engagement
connect. reach. grow.
appeal donation receipt donor steward
We’ve been taught a certain way to grow our mission
traditional engagement
connect. reach. grow.
#GivingTuesday engagement
donor
appeal
donationreceipt
steward
connect. reach. grow.
#GivingTuesday engagement
donor
appeal
donationreceipt
steward
connect. reach. grow.
#GivingTuesday engagement
donor
appeal
donationreceipt
steward
connect. reach. grow.
#GivingTuesday engagement
donor
appeal
donationreceipt
steward
connect. reach. grow.
#GivingTuesday engagement
donor
appeal
donationreceipt
steward
connect. reach. grow.
#GivingTuesday engagement
donor
appeal
donationreceipt
steward
connect. reach. grow.
connect. reach. grow.
donor personas
connect. reach. grow.
donor personas
Emma
connect. reach. grow.
donor personas
Emma
• Previous donor
• Invested in mission
• Good amount of data
connect. reach. grow.
donor personas
Emma Eugene
• Previous donor
• Invested in mission
• Good amount of data
connect. reach. grow.
donor personas
Emma Eugene
• Previous donor
• Invested in mission
• Good amount of data
• Not a donor
• Not invested in mission
• Little to no data
developing a stewardship strategy
connect. reach. grow.
Donor
Passion
developing a stewardship strategy
connect. reach. grow.
Donor
Passion
Message
developing a stewardship strategy
connect. reach. grow.
Donor
Passion
Message
Engagement
developing a stewardship strategy
connect. reach. grow.
Donor
Passion
Message
Engagement
Stewardship
developing a stewardship strategy
connect. reach. grow.
connect. reach. grow.
#GivingTuesday action items
connect. reach. grow.
#GivingTuesday action items
In just one week, your organization can:
connect. reach. grow.
#GivingTuesday action items
In just one week, your organization can:
• Create a #GivingTuesday donation page
connect. reach. grow.
#GivingTuesday action items
In just one week, your organization can:
• Create a #GivingTuesday donation page
• Encourage social giving
connect. reach. grow.
#GivingTuesday action items
In just one week, your organization can:
• Create a #GivingTuesday donation page
• Encourage social giving
• Reach out to invested donors for buy in
#GivingTuesday action items
In just one week, your organization can:
• Create a #GivingTuesday donation page
• Encourage social giving
• Reach out to invested donors for buy in
• Develop a simple stewardship plan
connect. reach. grow.
connect. reach. grow.
For next year, your organization can:
#GivingTuesday action items
connect. reach. grow.
For next year, your organization can:
• Identify a matching donor
#GivingTuesday action items
connect. reach. grow.
For next year, your organization can:
• Identify a matching donor
• Develop multi-media plan
#GivingTuesday action items
connect. reach. grow.
For next year, your organization can:
• Identify a matching donor
• Develop multi-media plan
• Create a detailed retention plan
#GivingTuesday action items
For next year, your organization can:
• Identify a matching donor
• Develop multi-media plan
• Create a detailed retention plan
• Build upon this year’s success
connect. reach. grow.
#GivingTuesday action items
Designing a Donation Experience
for Stewardship
Q: How can we create a red carpet
experience for every potential donor?
A: Now you know!
connect. reach. grow.
Readiness Series

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#GivingTuesday: Designing a Donation Experience for Stewardship

Editor's Notes

  1. Now, as many of you know all too well… it’s time to address the RISE in ONLINE GIVING and to discuss why it is so important for Nonprofits to really get on board with online giving
  2. In 2002, only 4% of people donated online
  3. but through 2013, over 6 1 % of donations were coming in online via nonprofit websites In light of this increase, nonprofits increasingly need technology that can sustain this growing number of online transactions.
  4. Continuing on the idea of the rise of online giving and minimizing data entry during this growth, there is a difference between…
  5. …Generic online giving forms, and….
  6. ….branded Online giving forms. Let’s explore what the research suggests.
  7. over a $30 increase PER donation… So, multiply the # of donations received last year by $30 and you’ll quickly see the benefit of implementing a system like NeonCRM
  8. Generic forms only allotted for 7% of overall giving but organizations with branded forms found a HUGE increase in overall giving, further streamlining and taking advantage of the growing presence of online giving.
  9. And finally, recent studies show that 6 TIMES more money was raised on Branded Giving Forms as opposed to the generic, plain, non-integrated donations forms.