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GlobalGiving Current Partner Workshop Denver 2015
The GlobalGiving partner workshop aims to enhance online fundraising strategies for nonprofits by providing tools, insights, and networking opportunities. Participants are encouraged to set SMART goals, cultivate donor relationships, and understand the importance of effective communication and engagement with supporters. Additionally, the workshop covers updates on GlobalGiving's resources, rewards programs, and ways to attract and retain donors.
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GlobalGiving Current Partner Workshop Denver 2015
- 1. GlobalGiving Partner Workshop We’reexcited that you’re a part of the GlobalGiving community! Please Please open your laptop and log in to GlobalGiving.
- 2. Agenda Welcome & Introductions GlobalGivingUpdates SMART Online Fundraising Cultivating A Fundraising Army Attracting New GlobalGiving Donors Retaining Donors Client-Consultant Action Planning Benefiting from Corporate Partnerships Wrap-Up and Feedback
- 3. 3 Objectives 1. To helpyou understand how GlobalGiving fits into your overall fundraising strategy to maximize your online fundraising efforts • Identify a SMART online fundraising goal • Create an action plan to help you achieve your goal • Get tips for growing your donor network and retaining donors • Enhance your use of GlobalGiving 2. To connect you to other nonprofits in Denver
- 4. Post-it Notes +GG Feedback Board Throughout the day, write and post on your post-its: Lingering questions about GlobalGiving Specific challenges that you have been facing with fundraising Any ideas or opportunities that you want to share 4
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- 6. Tell us your“love story.” On the card: your organization “love story” Front side: Name Back side: a picture of your “love story” with your organization three things everyone must know about your organization Share: Your name Your brief story and three points What is the biggest challenge that you currently face in terms of online fundraising? 6
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- 8. GlobalGiving Updates Online Fundraising& Social Impact Academies Experimentation with Bonus Days Town Hall Tools + Training blog Windfall New website GG Rewards 8
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- 11. 11 But let’s talkabout windfall: that extra money. $6.25 million extra in 2014 In the form of: matching funds, our marketing, corporate partner donations, bonus rewards, gift card redemptions
- 12. 12 The ‘Net Fee’ Thetypical GlobalGiving member had a 0% ‘net fee’ in 2014. For every $15 that goes to the GlobalGiving fee, we drive, on average, an additional $20 to the nonprofit.
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- 15. GG Rewards Partner, Leader,Superstar GG Rewards created in order to: Reward organizations for their engagement and effectiveness Provide a flexible way to move from Partner to Superstar Enhance visualizations to understand your activity More points higher status better opportunities for visibility and corporate and major donor recommendations 15
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- 18. Engagement GG Rewards helpsus reward partners that are active and engaged on the platform: Report regularly Drive donations through matching campaigns Participate in contests Contribute to the Leadership Council And more! 18
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- 20. Effectiveness Organizations that arelistening, acting, and learning are more effective GG Rewards helps us drive donations to organizations that are Listening, Acting, and Learning on and off GlobalGiving Earn points by completing a Learning Cycle 20
- 21. Effectiveness Tools DIY Toolkit FeedbackToolkit Storytelling Charting Impact GlobalGiving Webinar Create-Your-Own Cycle 21
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- 23. Step 1 LISTEN (3 points) Step2 ACT (4 points) Step 3 LEARN (5 points) How to Use the Create-Your-Own Cycle for Effectiveness Points
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- 28. Making Your GoalMeasurable Dollar amount Unique donors Recurring donors New versus old donors Donors who make donations as a gifts 28
- 29. Question 1 • Draftone online fundraising goal that your organization has for the duration of 2015 that is SMART: • Specific • Measurable • Action-Oriented • Realistic • Time-Bound • After you have drafted your goal, share with a partner and discuss: does it meet each of the SMART criterion? Revise accordingly.
- 30. • What arethree challenges that you foresee in achieving your SMART goal? • Tangible challenges • Not insurmountable challenges. 30 Question 2
- 31. Questions 3, 4,5 • Question 3: What is your current Reward Level? • Question 4: What are two Engagement actions you could take to earn points and help you achieve your SMART goal? • Question 5: What are two Effectiveness actions you could take to earn points and help you achieve your SMART goal? 31
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- 34. 34 Fundraising Advocates Strengthen +expand your donor network Create “buy-in” opportunities for donors Help supporters feel they: have a powerful impact, can see the results of their donations, and have influence over the direction of the organization.
- 35. Identifying Fundraising Advocates Considerpeople who: Care about your work and/or the issues that you affect Will serve as strong brand ambassadors Can tell (or learn to tell) your story in a compelling way Have large networks You (or a colleague or board member) will feel comfortable asking to fundraise on your behalf 35
- 36. Tools for EngagingFundraising Advocates (& Others) on GlobalGiving Fundraiser pages Bonus Days Year-End Campaign 36
- 37. Fundraiser Page • Fundraiser- establishedgoal • Customizable title, summary, and photo • Easy to track donations & progress towards goal
- 38. • Birthday • Wedding •Marathon or race • Sporting event • Fundraising contest • Tribute • Disaster relief When could a fundraising advocate build a fundraiser page?
- 39. $8,243 Raised for Ruralschools in the Himalayas CYCLE CHALLENGE Each year cyclists ride 150km for 2 days through the Himalayas
- 40. $2,474 Raised for Maternal Healthin Tanzania LABOR FOR LOVE Alison asked supporters to donate $1 for every hour a women in their life was in labor
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- 45. Campaigns • Help keepyour donors engaged • Create a sense of urgency • Give you a reason to reach out to donors through incentives
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- 48. 2015 Bonus Days March:30% match, $60,000, $2,000 bonuses May: Prorated (25.9%), $75,000, no bonuses July: Rewards-based matching, $115,000, $2,000 bonuses September: 30%, $70,000, $6,000 bonuses* *Bonus cap now at $1,000/donor/organization to ensure funds last longer 48
- 49. Year-End Campaign Almost 18%of all online fundraising happens in December Great time to achieve your SMART goal! December 1 – 31 Requirements: Must opt-in Maximum of one project per organization Raise minimum of $3,000 from 30 donors to unlock eligibility for award Bonus awards for top 9 projects ($ raised) 49
- 50. Question 6 • Identifyat least five people to serve as fundraising advocates in support of your SMART goal. Consider: • Staff • Board members • Volunteers • Existing donors & supporters • Beneficiaries • Professional contacts • Friends & family • Community leaders & members 50
- 51. Question 7 • Question7: Based on your larger SMART goal, what is a SMART objective that you can set for your fundraising advocates? 51
- 52. Group Discussion • Question8: What actions will you take to engage your fundraising advocates to achieve their SMART objective on GlobalGiving? • Question 9: What tools can you offer your advocates to ensure they have what they need to accomplish their SMART objective? 52
- 53. Support for FundraisingAdvocates Work together to: Set a specific fundraising goal Craft prospect- and donor-appropriate messaging Create an outreach strategy Map out prospective donors Provide outreach templates and FAQs Send friendly reminders 53
- 54. Communications Tips forAdvocates Harness email and social media Emphasize project importance and urgency, and why donor matters Consider the audience – tailor messages to be consistent but different Time messages – one month out, one week out, day before 54
- 55. Attract New GlobalGivingDonors
- 56. Attracting New Donors Crafta compelling project description Earn your way toward an improved project rank Create microprojects 56
- 57. Attractive Project Page • Specific,action- oriented title • Close-up, high resolution photos • Easy to understand, jargon-free, project specific summary • Tangible, realistic donation options
- 59. Or here… Or here… Yourproject here
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- 61. Search Ranking Criteria 40%the amount of time since your previous project report 20% the number of donors that your project has attracted 20% the amount of money your project has raised, relative to other projects 20% how close is the project to being fully funded **Bonus points for being a Leader or Superstar, or having a Microproject 61
- 62. Support Ian’s Education Nyaka AIDS Project •Leaders & Superstars • Fundraise for specific individual or activity • $250 - $10,000 • Active for 3 months • Tied to an existing parent project on GlobalGiving • Bump in GlobalGiving’s project ranking! Microprojects
- 63. Questions 10 +11 Consider the existing project that best aligns with your SMART goal: • Question 11: What three actions can you take to improve your project page? • Question 12: What is your project rank? What two actions will you take to improve your rank?
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- 65. According to the Fundraising EffectivenessProject* Overall donor retention was 43% Repeat donor retention was 64% New donor retention was only 23% *All data from 2013-2014
- 66. Group Discussion • Question12: List at least three reasons why donors have stopped giving to your organization in the past and/or why donors would stop giving to a project in general Then, brainstorm at least one solution for each of the reasons that donors have or would stop giving. • Question 13: What are three ways that you can increase donor retention on GlobalGiving? Each group will share one response to each question with the larger group. 66
- 67. Why Donors StopGiving 67 No memory of supporting the organization Not reminded to give again Didn’t feel connected Felt other causes are more deserving Organization wasn’t transparent about how donations were used Organization asked for an inappropriate amount
- 68. How to RetainDonors 68 Communicate with donors at least every 90 days (project reports) Show donors how their funds help you achieve your mission (project reports) Personalize your communication (thank you notes) Encourage donors to make monthly recurring gifts and/or donations as a gift or tribute to someone Know your average gift and ask for the right amount GlobalGiving is also working hard to help you retain donors!
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- 73. Donor Appreciation • 46% ofdonors stop giving because they feel like their donations are not recognized • Send thank you notes as soon as possible • Share photos, anecdotes, and impact statistics in project reports
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- 75. Donation Manager Access donorinformation in real time! View gross donation information (not counting fees or add ons) Send thank you notes directly through the GlobalGiving site
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- 77. Thank You NoteTips Send notes as soon after the gift arrives as possible Acknowledge the donation amount and source Use the filter to identify repeat donors Ask questions to keep the donor engaged Remind the donor of the impact that the gift will have Be personal and warm in the language that you use 77
- 78. Question 14 • Haveyou sent GG thank you notes? If so, when was the last time that you sent a thank you note? • What steps will you take to improve your thank you note template for the project tied to your SMART goal?
- 79. Project Reports • Requiredevery three months • Emailed to all project donors and posted on project page • Project reports (2-3 paragraphs): • Close-up, high-res photos • Beneficiary stories • Progress & accomplishments • Project-specific impact stats • Call to action • Rating 1 (poor) to 5 (excellent) 79
- 80. Project Report Ratings •How emotionally compelling is the report/update? • Is the report on-topic? • Is it written for the correct target audience? • Is it compelling? • Are there high-quality photos?
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- 82. Question 15 • Whatwas your last project report rated? • What could you do to improve your rating? 82
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- 84. Optimizing Results throughAnalytics
- 85. 85 Why Focus onthe Data? There’s never enough time/money/resources to have the impact we’d like! BUT With good data, you’ll be able to make the greatest impact with the resources you DO have!
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- 87. Use Data toImprove Your Fundraising Time Frame Slider Number of Donations Web Analytics Charts
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- 89. How Can YouUse the Data? Hypothesis: If I make a change to my project page, visitors will stay on it longer 89
- 90. 90 Let’s Say WeMade A Change on Feb. 14 Jan 1- Feb 14 Feb 14 – April 1
- 91. 91 Project Report Metrics Howdid donors find your project pages? • Sent Count – How many people received a copy of the report? • Open Count – How many people opened the email? • Clicked Count – How many people clicked a link in the email? Report email metrics are captured back through May 2013
- 92. 92 What can Ido with this data? Hypothesis: My last report didn’t get a very good open rate. If I change the tone of my subject line, more people will open my report.
- 93. 93 Let’s try abetter subject line Open rate nearly doubled with the more exciting subject line! Future test: Can we increase click rates?
- 94. 94 Key Takeaways Data canhelp maximize the impact you can have with the limited resources Web Analytics can provide insights about your donations, project page traffic, and project reports Listen, Act, Learn. Repeat!
- 95. Questions 16, 17 •Question 16: How many page views have you had since you joined GlobalGiving? • Question 17: How long does the average person spend on your project pages?
- 96. Question 18 • Question18: What is one experiment that you will run that is tied to your SMART goal? • Write a hypothesis using an if/then statement • Document the steps that you will take
- 97. Benefiting from CorporatePartnerships
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- 99. $3+ million in2014 98% of Current Partners received portion of funding
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- 103. 10 GlobalGiving & CorporateReferrals Does not pitch organizations to companies Makes recommendations based on company’s criteria (e.g. regional and/or thematic focus) Most likely to recommend Superstars, then Leaders Comfortable recommending active & engaged organizations
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- 106. 10 Recap: Our Objectives 1.To help you understand how GlobalGiving fits into your organization’s overall fundraising strategy to maximize your online fundraising efforts • Identify a SMART online fundraising goal • Create an action plan to help you achieve your goal • Get tips for growing your donor network and retaining donors • Enhance your use of GlobalGiving as the core tool in your online fundraising strategy 2. To connect you with a local network of like-minded nonprofits
- 107. • Incorporate your GlobalGiving& overall fundraising strategies • Establish SMART goals • Use GlobalGiving’s tools to help you reach your goals • Take advantage of special events or opportunities • Involve your supporters! • Aim for Superstar-dom Making the Most of GlobalGiving
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- 109. • Sign upfor a one-on-one consultation • Participate in the Fundraising and/or Social Impact Academy • Read the Tools & Trainings blog • Complete Effectiveness tools We’re here to help!
Editor's Notes
- #2 Good morning! Welcome to our [first] GlobalGiving workshop for current partners in [Insert City]. We’re thrilled to have you with us this morning and look forward to an action-packed day focused on maximizing online fundraising for your organization. [Short intro to self – longer one will come during formal Introductions next] [Remind participants about what they’ll find in folders – namely worksheet that they’ll be using throughout the session – and that if they haven’t picked up a folder, to raise their hands and you’ll give them one.] [Note reason for sticky notes on each chair and that you’ll explain in a few minutes what those will be used for.] [Note wifi password and login and remind participants that they will be using their computers during the session.]
- #3 Let’s take a look at the agenda for today’s workshop. [Talk through and note that sessions have been built around SMART online fundraising activity that will run throughout.]
- #4 We have several objectives that we’re looking forward to working through with you today. [Talk through above]
- #5 AC We’re open to clarifying questions… but deeper questions will best be addressed with post-its. GlobalGiving core values center around ideas of openness, feedback, iteration, and excellence. Always Open We believe in the power of great ideas and that these ideas can come from anyone, anywhere, at anytime. Listen, Act, Learn. Repeat. We continually experiment. We fail quickly and productively. We use data and feedback to guide our course. Never Settle We have an obligation to question the rules, change them for the better, raise the bar, play a different game, and play it better than anyone thinks is possible. Left a short stack of sticky notes on each of your seats so that you can post any questions, challenges, ideas, or opportunities that you want to share on the GG Feedback Board. Will aim to answer all questions and work through many of the challenges today Also an opportunity for us to collect your feedback and continue developing out trainings, tools, communication, and support for your organizations. [If possible, would be great to have someone send comments from all sticky notes. After each of the workshops, Emma will be collecting and collating.]
- #7 CM [Alison will write down the challenges that are identified in terms of online fundraising in the form of post-its to start the board going. After each of the workshops, Emma will be collecting the challenges and collating.] Start activity by introducing self with response to each of the above.
- #9 AC Fundraising & Social Impact Academies First ever Social Impact Academy -- designed to help project leaders explore different theories of impact measurement and learn about practical tools that you can use to increase your organization’s effectiveness Annual Online Fundraising Academy – created to help PLs supercharge their online fundraising efforts with a deeper dive into topics including harnessing social media, communicating with donors, engaging corporates and more Both were a resounding success and looking forward to kicking off Online Fundraising Academy in early 2016 Experimentation with Bonus Days In response to PL feedback, continue to experiment with the terms, conditions, and structure of Bonus Days Going to discuss some of these a bit later, but emphasize importance of your feedback – and if you have ideas, write on post-it note! Town Hall First time ever Another opportunity for PLs to share feedback, challenges and problems directly with GG team Used to inform things that we are doing now Will be holding next one in early 2016 – will be accessible for remote people like us! Tools + Training blog Continuing to update and add new sections Case studies on blog Windfall, New Website and GG Rewards all separate slides
- #10 We haven’t changed our fee structure, but we’re learning more about how it works out, and working out ways to share this with you. Some platforms charge set-up fees, ongoing subscription fees, and/or fees per transaction. Be wary of platforms that are not upfront about their fees. GlobalGiving charges a 15% fee on all donations, but most donors choose to cover all or part of this fee in addition to their donation. We work hard to earn our 15% by delivering value to our partners. 10% Resources and Access for Your Organization: Access to 400,000+ donors and 60+ Companies Free training, tools, and campaign strategizing Free one-on-one consultations – call us anytime! Donor management and analysis Full calendar of matching days and major campaigns Rewards and benefits for being active 3% Credit Card Fees Covers standard credit card and PayPal fees from donors’ cards U.S. tax –deductible donations 2% Administration Fees Keeps GlobalGiving sustainable as a NGO to provide for you Reliable connection with worldwide donors and corporate partners This is all if the donor chooses not to cover the fee. 50% of them do.
- #11 Donors have the option to add on that fee themselves so 100% of their intial donation gets to you. 50% of them do. (So that means closer to 90% of the donated funds get to your project, bringing your net fee closer to 10%). But that’s not the end of the story…
- #12 That’s money that doesn’t include what your donors added on at check-out. JUST FOR YOUR REFERENCE **** Definition of WINDFALL: extra money delivered to nonprofits by GlobalGiving in the form of GlobalGiving’s matching funds or bonus rewards, donations from our corporate partners, gift card redemptions, or the result of own marketing efforts (NOT including the donor add-on option during checkout).
- #13 For every $15 that goes to the GlobalGiving fee, GlobalGiving helps drive, on average, an additional $20 for a nonprofit. That makes GlobalGiving is essentially free for most nonprofits, and the benefits of using GlobalGiving—access to tools, training, one-on-one support and our trusted platform—literally pay for themselves, and then some! Right now it’s not possible to see exactly how much windfall we’ve driven to your organization (beyond gift cards) and what your net fee is… but that’s coming! Stay tuned! JUST FOR YOUR REFERENCE***** Definition of NET FEE: total net % of donations GlobalGiving retains in the form of % fees (never exceeding 15%) after accounting for additional add-on contributions made by donors, and the extra windfall money driven by GlobalGiving.
- #14 New Website More mobile responsive (pull out your smart phone to see!) – note global trend that demonstrates that mobile matters (more individuals are using mobile/smartphone as their primary means of internet access) Website is now search engine optimized so that projects are more likely to be at the top of the Google feed More than one featured project on the homepage Better for engaging donors to quickly take an action – highlighting Give, Join, About! – streamlining donor behavior! Increase conversion rates by more compelling imagery (best practices in web design to get more donors to give more)
- #15 Updates to overall Project Entry system Reorganized and broke out sections and resources to make more user friendly Migrated Project Leader Manual and Tools & Trainings Blog to make more accessible Added Manage Users console – allows PLs to add new staff, create accounts, etc.
- #16 GG Rewards // Frequent Flier program Way for us to reward orgs that are engaged in platform and demonstrating eagerness to be effective organization. Orgs are broken into three categories – partner leader and superstar Originally created to increase our transparency about how orgs are recommended to corporate partners Since that time, Rewards program has evolved. GG’s hypothesis is that orgs that are actively trying to improve, that are evolving, that are listening to feedback from their beneficiaries and community and becoming better organization – want to reward with more funding through GG Rewards program Created GG Rewards using feedback from PLs who shared that they wanted to be measured on more than just fundraising and engagement on GG Points rotate on a rolling year basis Will get monthly emails regarding points that will be lost if they do nothing else – starting in next month
- #17 Can find Rewards status on Project Entry Dashboard in upper left hand corner
- #18 Click on Rewards status – will take you to this page which shows the number of points that you have in each of two categories – Effectiveness and Engagement – and in total Because we just launched GG Rewards and only recently can earn Effectiveness points, most organizations have 0 – that’s ok!
- #20 More you engage on GlobalGiving through project reporting, sending thank you emails, engaging recurring donors and more, will earn Engagement points on GG Rewards
- #22 These are tools that are avalable online (developed by others) to help you listen, act, learn, repeat. Emphasize the Create-Your-Own cycle and our focus on encouraging orgs to Listen Act Learn
- #24 Give example of how you could use this workshop to complete the Create Your Own
- #27 CM Ask room: How many partners draft SMART goals with their organizations (hands raised) How many partners currently have at least one SMART goal related to online fundraising (hands raised)
- #29 Ask for suggestions regarding how you can make an online fundraising goal measurable Then, click through options
- #30 Note: Can be tied to either an exiting project, or a pending project. We will refer to this SMART goal throughout the rest of the workshop.
- #31 Focus today will be on how you can achieve your SMART online fundraising goal through GlobalGiving tools and resources.
- #34 AC
- #35 AC Start by asking, who does the fundraising at your organization? How else can we mobilize the people who care about your organization and the work you do?
- #36 In 2016 – photo, video campaigns; year-end campaign Talked through some of tools mobilize fundraising advocates REMINDER: Post-its!
- #38 Establishment of personal connection between donor and fundraiser STAR!
- #39 Discuss options, [then talk through examples] When working with your supporters and fundraising advocates to develop fundraiser pages encourage them to be creative and perhaps tie the focus of the fundraiser and any external efforts to the issue that your project is focused on
- #43 Here’s how you get to the fundraiser tool
- #46 MC Still talking about Advocates, another tool besides fundraisers are campaigns. Campaigns are events with a distinct goal, timeframe, and usually, an incentive. For example: Open Challenge. Year End. Bonus Day. Useful tool for advocates to do outreach Create SMART goals and mini-strategies around campaigns – spend time preparing, strategizing and thinking through how to prepare for a campaign (how do you activate your base in preparation for campaigns? Loop in advocates to strategy development to help maximize your success)
- #47 How to find campaigns listed on the 2015 calendar and also in PE Calendar Calendar will be announced in Dec plus will have trainings in advance so that you can prepare and strategize well in advance of campaigns happening – help you plan ahead!
- #49 AC Bonus days are some of our more popular campaigns. You’re all familiar with them, I’m sure. We’re LALRing to figure out the best way to make use of the resources we have for bonus days so that they’re fair and effective. Bonus awards - for most money raised and a bonus aware for most individual donors Terms & conditions Feedback today will help us influence how we plan campaigns next year – feedback? Post-its?
- #50 AC December 1: Giving Tuesday, a daylong effort in the U.S. to help nonprofits fundraise online during holiday season December 29, 30, and 31: Historically biggest fundraising days of the year! Bonus awards One award per organization Awards ranging from $3,000 to $500 Reason for minimums is want you to be able to help our PLs incentivize donors In response to longer Open Challenge style campaign that was longer Almost $360,000 raised in 2014 by 308 projects Providing you bonus grants for fundraising that you had already planned on doing during Year-End fundraising season Don’t have to choose a tool; not a one-size-fits-all in order to fundraise; allows you to raise funds however you like (fundraiser page, tribute cards, normal fundraising, or combination of all tools) Supports orgs in asks to donors
- #51 CM Current or prior staff, board members, volunteers, etc.
- #52 Current or prior staff, board members, volunteers, etc.
- #53 Break in to groups of 2 or 3, discuss: Current or prior staff, board members, volunteers, etc.
- #54 AC
- #55 CM
- #56 CM One of the elements that makes up developing your GG strategy Know that many orgs join GG in an effort to attract new donors, so let me tell you a little bit about the donors that give through GG. About half a million donors have given through GG in the past 13 years. Those are ppl that Give through GG because of corporate campaigns, through employee giving promotions, word of mouth, social media. Or might be people who gave through a matching promotion or through an earned media opportunity. Also know that a large number of our donors have come to us through google searches. Our team is working hard to build our site so that it is search engine optimized meaning that if someone is interested in giving to support eye surgery in Nepal, our projects that offer eye surgery in Nepal are first to pop up. We have 30 to 40,000 individuals visiting GG every week. So what can you do to get them to see your project and visit your page?
- #57 CM
- #58 Will be updating project pages in October (Alison is on the team working on that) First step is to make sure that you have an attractive and compelling project page You want the title to be specific and action-oriented – here’s a great example. (READ) (Note: Recommend country-level info in title) In addition, you want your photo to be close up and high resolution. You can see here that this photo grabs your attention. Most likely this is a photo of the indiv that you would be supporting Easy to understand… You can see here that this summary isn’t talking about the orgs mission, theory of change etc. in fact, they are getting straight to the point and talking about how this donation will make a difference, the exact activities that your donation will be used for Finally, your donation options are tangible realistic and varied. For this page from 19 to 132. and again, they tell donors exactly how their donation will be used. Think through end-goal. Most people come with dollar figure in mind. These are helpful nudges up in terms of funds raised. That’s the first step in attracting donors – making sure that your project page is attractive, compelling and easy to understand.
- #59 The next step to attract donors is to make sure that you have the best possible project rank. You want to be the number one project on the GG website. You can see here that I did a quick screenshot on the theme of women and girls on the GG website. If you did a quick search on that topic there would be 743 who qualify. As you can imagine, a donor isn’t going to have time clicking through all 743 projects. They’re most likely to give to one of the top 20 projects that they see when they click on this first page. They’re going to click to see what titles and photos grab their attention. You want to be one of those first 20 projects. And ideally, you want to be the FIRST project that they see. And that’s where ranking comes into play.
- #60 We also use the project ranking to determine which projects appear on the homepage. So you want your project to be here or here or here. We use the search ranking to identify the top 20% of projects that are featured on the homepage. We cycle out these projects every hour with the exception of disaster situations like the Nepal earthquake disaster relief fund. But when there is not a disaster scenario, we do cycle out these projects every hour based on the top 20% of projects. We’re also looking for projects with high resolution photo. So you want to be in the top 20% and have a high-resolution photo.
- #61 Once again, you can see your project resolution here on the dashboard here in the project rank section.
- #62 Once again, here is a quick look at the search ranking criteria. As you can see, it’s really important to understand your search ranking and to use the search ranking and web analytics to experiment. What happens when you change your project title? Your photo? Do you see the number of visits to your project page increase? What happens when you report more often? Do you see your project ranking decrease and does this drive more donors to your project? You can use the web analytics data to determine if the changes that you're making the effort that you’re putting into improving your project ranking is making a difference in terms of the number of donors and amount of donations that you’re bringing in. To recap, in order to attract new GlobalGiving donors, remember two key steps: Make sure that you have an attractive and compelling project page Make sure that you have the lowest possible project rank
- #63 How many have used microprojects before? Does anyone want to share an example? The next tool that I want to highlight is microprojects. This is a tool that allows you to raise money for a more specific need. As you can see from this example, “Support Ian’s Education, “ this project focused on raising money for this one specific student. Microporojects are only on the site for three months so you can create an added sense of urgency and they are only available to leaders and superstars. They range in value from $250 to $10,000 and what’s really exciting about microprojects is that they get a little bit of a bump up in the ranking which means that they are more likely to attract new donors and those donors are then rolled into receiving project reports from your parent project as well. So you can continue to build a relationship with those donors even after your microproject expires.
- #64 Pause for five minutes for individuals to write Peer review project page
- #65 CM This section we’re going to rely on your group discussions to come up with the meat of the content. We’ll share our thoughts at the end, but we suspect you all have great ideas we haven’t even considered.
- #66 CM The Fundraising Effectiveness project is a report by the Association of Fundraising Professionals.
- #67 CM Put in time frames for speakers (based on time left)
- #68 AC Bullets come in via clicks
- #69 AC Can note what GG is doing on partners behalf (e.g. recurring donor campaign) and research associated Alison to send research blog
- #70 Here are some of the tools that GG has to help you retain donors. The first is a tool that helps you get monthly recurring donations. Your donors can sign up to give to your projects on a monthly basis by clicking on the monthly recurring tab on the project page. GlobalGiving will automatically deduct that amount from their credit card – and this is a way for them to be consistent and ongoing supporters of your organization and project.
- #71 AC In addition, your project has a “Gift or In Honor Of” feature which allows donors to make a donation as a gift or in honor of somebody else.
- #72 AC Here is a quick look at how this feature looks. A donor may, for example, may decide to give a gift in honor of their mother for Mother’s Day or her birthday. They can write a personal message to the gift recipient or they can select among several different card options, including a card that is customized to your project using the project photo.
- #73 And here’s a quick look at what some of those other cards might look like.
- #74 CM
- #75 CM let’s talk a little bit about donations. You can view your donations in real time by going to the Donation manager where you can see the growth in your donation amount.
- #76 Keep in mind that the figure listed here is before GG’s fee has been applied. As you know, GloblaGiving charges a 15% fee. So we let donors know about the 15% fee during the checkout process and about 50% of donors help cover that fee which means that the fee varies by donation. As a result, some donors may cover 15%, others may cover 5%. So we provide you with the net donation amount. And that fee amount in your disbursement report which goes out with your disbursement. That information is not currently available in the donation manager. – BUT IT WILL BE! WERE WORKING ON IMPROVEMENTS! For now, from the donation manager, you can Filter your donations. For example, if you’d like to see if someone has given more than once, you can use that filter featute to do that. You can also export that information into excel. If for example you would like to do some analysis to find out which traffic sources are driving the most donation or if you would like to see what trends emerge, you can export the information into excel and do some additional analysis. Lastly I want to highlight the fact that you can send a personalized thank you note from the donation manager. GG sends an automatic thank you and tax receipt in response to every donation that comes in. So all of your donors always automatically receive a thank you and tax receipt from GG.
- #77 CM We encourage you to create a thank you note which helps build a lasting relationship with donors that come to you through GG. The thank you note is a great place to share a story about a specific individual who will benefit from that specific donation or to provide specific information about your project. Really a way for you to highlight the difference that each donor is making by giving to your project. The thank you note is also a great place to ask questions. Invite donors to share their story with you. Why did they give to you? Is there anything that they would like to share with your organization? Also a great place to invite donors to connect with you follow you on Face book or email you direactly. Heres an example of what I think is a great thank you note starting with the subject line (read here) What I love here is that the subject line invites me to open the email, makes me curious about who susan is and why she’s excited. You can also add additional thank you notes by creating templates using this Add button in the bottom righthand corner. That means that you can add templates that you can save so that each time you return to send a thank you note, you don’t have to start from scratch because you can ue a template that you previously created. You may also want to create thank you notes for different situations – maybe for donors who give on Bonus days or who are first time donors. You can also create templates for different projects and project accomplishments. I would encourage you to use that template feature so that you aren’t starting from scratch every time
- #78 CM
- #79 CM
- #80 Project reports are emailed out to all of your donors and are also posted on your GlobalGiving project page. The ideal project report is about 3 paragraphs in length and will include Close-up, high-res photos Beneficiary stories Progress of your project and accomplishments Impact stats, specific to your project Call to action Keep in mind that project reports are a great way for you to build a relationship with your donors and for you to communicate with them. These are really different from grant reports, so while we encourage you to include impact statistics, think of this more like a letter to your supporters. So you might start out your report with the line, “Dear Supporters” and you would end with your name and information about how donors could get in touch with you to build a relationship with you over time. Lastly, you are encouraged to end your project reports with a call to action. For example – follow you on Facebook, consider making a recurring donation, might suggest that they give to you in an upcoming bonus day. Finally, want to remind you that we do rate project reports from 1 which is poor to 5 which is excellent. Poor project reports do not include a story of an individual, may just link to a project, may not share updates on progress whereas excellent project reports will meet all of the criteria shared here. The project report rating is used to give you feedback on how your project report compares to others on the GG website. This information is not public nor does it influence your rating or project visibility on the GG website. Please keep in mind that the rating is intended ot help you improve over time and that it’s ok if you get a project report that’s a three. That just means that there are areas for improvement. You can see the full project report rubric in the Project Leader Manual.
- #82 Here’s a quick example of an excellent project report. You can see that it shares the story and a photo of a specific individual. It talks about how this program has impacted this individual. What you can’t see is that at the end of this project report, it includes a specific call to action.
- #83 TIED TO YOUR SMART GOAL
- #84 NEW PICTURE
- #85 CM – ? [Consider energizer or ice breaker when coming back from lunch!] Chaget a feel for the room and decide how to proceed. Get everyone to write one thign for the post-it board? Switch desks Now going to dive into how you can optimize your online fundraising results through monitoring and evaluation efforts! Not as scary as you might think.
- #86 AC
- #87 We’ve worked very hard to make it easy to analyze data around your online fundraising efforts. All of this information can be found in a section on the Project Entry Dashboard called Website Analytics.
- #88 There are a number of ways that you can use data to improve your fundraising efforts. Within the website analytics section, we have created easy ways for you to track changes to your online donations over time by using the Time Frame Slider. As you move this time frame sliders back and forth, you’ll see the change in the number of donations based upon the timing that you have selected. This is a helpful way to then begin to examine the changes over time based on certain activities and experiments that you try. [Talk through also being able to see number of donations, donation volume, page views, average time on page, visitors, etc.]
- #89 Note: Can also see source from which donors came to make donations to your project, average donation range in dollars, and metrics associated with your project reports – e.g. report rating, how many individuals received each report and how many subsequently opened your email and clicked through a link that you posted in your project report]
- #90 Going to talk through how you can use the data. At GG, we like to think through things in terms of experiments. So we develop a hypothesis (if/then), take steps to change some aspect of our work, and then examine the results. So we’re going to walk through a few examples of these right now – and then you’ll have time to create a hypothesis for your SMART goal at the end. Steps: Make a change to your project page (best to test this when you’re not running other campaigns) Use the slider to compare the average time on page before and after you made the change
- #91 [Note: If time is short, can cut one to two of the next examples of hypotheses]
- #93 Steps: When you send your next report, include a subject line that gives people a concrete reason to open it. Compare the open rates for each report as a percentage of how many people received the message to see if your subject line helped.
- #97 Reminder: Must document what conditions were pre-experiment and what changed during experiment to determine what changes may have played role in outcomes. [Have a few participants do a share back afterward to see what they will be testing]
- #98 AC We’re going to wrap up today by giving a quick update on corporate partnerships and disaster giving to remind you about how you can harness these opportunities. GG has team of six focused on getting new corporate partners We bring in these corporate partners through a number of methods including speaking at conferences; direct outreach; and largely, word-of-mouth between corporates We work with about 60 diff corporate partners to drive donations to GG projects – and do so in four main ways.
- #99 AC The first is through cause marketing. We work with companies like Neutrogena which asked us to recommend projects in specific themes and countries around the world Neutrogena donated $1 for every product sold and allocated up to $200k to GG projects. They also asked their consumers to vote on which projects received a portion of those funds. So in that case, a company comes to us and asks us to recommend orgs by country and theme.
- #100 AC In 2014, GG brought in over $3 million from corporate partners through opportunities like gift cards and employee matching And over 98% of current partners received some portion of this funding! [see a few of the examples here]
- #101 Gift cards are another popular aspect of our corporate partnerships. For example, in the past year or so, VMware has purchased over $1 million in gift cards which they have given to employees as recognition or as reward for volunteering. Those gift cards can then be redeemed for any project on the GG website. As a reminder, this is where making sure that your project page is in the top ranking is important, because when a gift card recipient is searching for a project, you want yours to be one of the top 20 in its categories. Companies like VMware also often create a landing page where they select five projects to be featured on their landing page – and those projects are the projects that are most likely to receive the highest number of redemptions. However, their employees are eligible to give to any project! [Note: Will always let you know if your project is being featured on a landing page.] Again, VMware is asking us for recommendations of organizations, based on their criteria, that can be featured on their landing page. This is where your GG Rewards status comes in. We are more likely to recommend orgs that are Superstar and then Leader.
- #102 Another way that we work with companies is through employee giving. Companies like Eli Lily will offer a match on donations made by their employees. GG has built customized landing pages through the intranet for corporate partners We are also now partnering with companies like Benevity and YourCause and have built an API so that GG projects are pulled directly into their sites to increase opportunities for employee giving to your projects.
- #103 AC And lastly we work with companies to facilitate grants. The way that this works is that when a company comes to us, they generally do so with specific criteria in mind – usually a particular region and a thematic focus – or (sometimes) a particular organization and project in mind. For example, VMware might come to us interested in supporting a children’s education project in India. In this instance, we would then look through our catalogue of projects and identify the projects that meet that criteria. As you can imagine, that is going to be a substantial list and we aren’t going to recommend 50 projects to VMware. Instead, we’re going to narrow down that list using our GG Rewards program. Again, we’re most likely to recommend Superstars and then Leaders. Might send over a list of 5 children’s education projects and VMware might feature just one to two to feature on their landing page and/or give grants to just one or two. The final decision is made by the company but we are making recommendations based on the criteria has given and then using our GG Rewards program. Less than 10% of GG’s partners receive grants from our corporate partners. These grants range substantially in size from $2-3k to as much as $250,000 (though these very large grants are rare!).
- #104 AC I also want to emphasize that GlobalGiving does not pitch organizations to companies. We would never approach Nike, for example, and say that we have the perfect sports program for them to give to. Instead, we are making recommendations in response to the priorities that the company has given us. the majority of the companies that we work with have established CSR programs, and we’re just fitting into those existing programs, or helping generate new ideas Lastly, we’re most likely to recommend organizations that we interact with most frequently. These are organizations that we know, that are engaged and active on the platform, and that we feel most comfortable making recommendations about. This is helpful to know, because this is mostly recommended in GG Rewards, but the more you can interact with the GG team, the more likely you are to be front of mind when these opportunities arise.
- #105 AC Finally, want to touch on GlobalGiving’s disaster response and relief efforts. In times of disaster, GlobalGiving sets ups funds where we give grants to GG partners who are working on relief and recovery efforts Examples of active funds are Nepal Earthquake; Syrian Refugee Crisis; Ebola Outbreak If disaster strikes in a community in which you work, email Britt Lake, our Senior Director of Programs, to find out whether a disaster fund will be put together and whether you should post a project When a major disaster has, like the earthquake in Nepal, we activate to put together a disaster fund within hours of the incident. These funds serve as a central place to send donors and to give and collect general donations in support of the cause. In addition to opening fund, we also open short form application process for organizations to apply. Encourage all PLs who are working in a region affected by the disaster and who are doing disaster response work, to post a project page. PLs should also apply for grants out of funds. GG then allocates grants throughout the relief process based on the amount of funding available and the amount of funding that particular projects have applied for and are seeking In addition to many individual donors, GG works with a number of corporate partners who make donations to fund projects and/or do corporate employee matching for disaster relief funding. Even if not disaster-focused organization, reach out if disaster hits in community in which you work [Note: Can also share in-kind support that GG receives when available (e.g. phones donated to GG to give partners in the field doing disaster work using apps)]
- #107 CM We have several objectives that we’re looking forward to working through with you today. [Talk through above]
- #108 CM
- #109 AC + CM We need 10 mins for this!