This document provides a summary of an online webinar about digital fundraising strategies. It introduces the speakers Katie Gaston and Carolyn Edrington. It then covers various topics around digital fundraising like the state of online giving in 2023, the importance of mobile optimization, strategies like peer-to-peer fundraising and text-to-donate. It discusses how to reduce friction in online donations and provides tips on setting up campaign pages and collecting donor data. The webinar aims to help non-profits improve their digital fundraising through optimization of tools and strategies.

1. Welcome to
Bloomerang Academy
Thank you for joining us!

2. Join the Online Audio or Dial in!
+1 669 900 6833

3. Ask questions

4. Katie Gaston
Katie joined the Bloomerang Team after more
than 13 years supporting the growth of
various software organizations. She lives in
Boise, Idaho with her two cats, two dogs, and
loving husband. She is passionate about giving
back and currently serves as a Warhawk Wing
Girl for an organization celebrating veterans.
Sr. Product Marketing Manager

5. Carolyn Edrington
Carolyn has over 20 years’ experience in
nonprofit fundraising and annual development
programs. She came to Bloomerang to help
more nonprofits achieve their goals by using
quality CRMs and online fundraising tools.
Carolyn got her nonprofit fundraising start by
participating in the Team In Training Marathon
program and never looked back. She lives in
Nashville, TN with a few cats and lots of yarn
and knitting needles, and may even train for
another marathon. Or a half.
Customer Success Manager

6. Poll:
How advanced is your current digital fundraising strategy?
A) Early on: We’re just now accepting online donations.
B) Moderate: We raise money online actively.
C) Advanced: We have a few digital strategies we try today!
D) Very Advanced: We’re pulling out all the digital stops!
Which best describes your organization?
A) We are Bloomerang only customers.
B) We use Bloomerang with the Kindful Online Fundraising
Tools add-on.
C) We are Kindful only customers.
D) Other

7. Online Fundraising Basics
with Kindful Online Tools

8. Agenda
1.
2.
3.
4.
2023 State of Online Fundraising
Reporting results
How to make online giving frictionless
Understanding general settings
5.
Campaign page setup and customization

9. 2023 State of Online Fundraising
Facts & Figures

10. Online Fundraising Strategies
Consider the following digital options:
● Online Giving Forms / Buttons
● Campaign Pages
● Peer-to-Peer Fundraising
● Text-to-Donate
● Virtual / In-Person Events
● Email Campaigns
Quick, easy, and accessible
Source: https://bloomerang.co/blog/online-fundraising/

11. What do the
numbers tell us?

12. Online giving grew by
12.1%
over the past year
2023 State of
Online Fundraising
Source: Double the Donation
Online Giving

13. Over
54%
of donors prefer to
give online
2023 State of
Online Fundraising
Source: Double the Donation
Online Giving

14. Takeaway:
Online Giving continues
to grow in popularity and
revenue.

15. Of all nonprofit web
traffic
54%
came from mobile
users
2023 State of
Online Fundraising
Mobile Giving
Source: M+R Benchmarks

16. The number of
donations completed
through desktop
browsers decreased by
10%
2023 State of
Online Fundraising
Mobile Giving
Source: M+R Benchmarks

17. Nonprofits see an average
17%
donation page conversion
2023 State of
Online Fundraising
Mobile Giving
Source: M+R Benchmarks

18. Nonprofits see an average
donation conversion of
8%
on mobile devices
2023 State of
Online Fundraising
Mobile Giving
Source: M+R Benchmarks

19. Mobile-responsive
donation pages result in
34%
more donations
2023 State of
Online Fundraising
Mobile Giving
Source: MobileCause

20. Takeaway:
Make sure your donation
form is mobile-optimized
so you can capture more
donations (increase
conversion).

21. 45%
are more likely to give
money to a charity that
their friends and family
members support
2023 State of
Online Fundraising
Peer-to-Peer
Source: GITNUX

22. 39%
of peer-to-peer
fundraiser participants
are first-time donors
2023 State of
Online Fundraising
Peer-to-Peer
Source: GITNUX

23. 18%
of peer-to-peer
fundraising comes from
recurring donations
2023 State of
Online Fundraising
Peer-to-Peer
Source: GITNUX

24. Takeaway:
Grow your
first-time-donors with
peer-to-peer fundraising
and nurture donors to
become recurring
supporters.

25. 90%
of text message
reminders are read in
3 minutes
2023 State of
Online Fundraising
Text-to-Donate
Source: Nonprofit Source

26. $107
is the average donation
size for text-to-donate
fundraisers
2023 State of
Online Fundraising
Text-to-Donate
Source: GITNUX

27. Over
$43M
was raised by the Red
Cross’s Haiti earthquake
relief text-to-give
campaign
2023 State of
Online Fundraising
Text-to-Donate
Source: GITNUX

28. Takeaway:
Text-to-donate results in
higher open and
donation revenue than
traditional forms, like
email.

29. 92%
Of event attendees are likely to
donate in addition to
registration and attendance
fees
2023 State of
Online Fundraising
Events
Source: Classy

30. 40%
Of event attendees are
likely to donate over $100
at an event
2023 State of
Online Fundraising
Events
Source: Classy

31. 91%
Of event attendees are likely to
donate take further action after
a positive event experience
2023 State of
Online Fundraising
Events
Source: Classy

32. Takeaway:
Plan a communication
campaign for first-time
event donors BEFORE
your event to keep new
donors engaged.

33. Find the perfect digital recipe
Mix & match ingredients to solve your challenge
● Grow first-time donors
○ Peer-to-peer fundraising
○ Host an event
○ Automate email follow-up
○ Mobile-friendly giving
● Empower current donors
○ Offer recurring online giving
○ Text to donate for campaigns
● Raise more money
○ Mobile-friendly online giving
○ Text to Donate online giving
○ Host an event

34. How to make online fundraising
a frictionless experience
The facts

35. Benefits of Online Fundraising
For Donors:
● Respond to inspiration
● Give anywhere
● Set up recurring gifts
● Share about their gifts (in real
time) on social media
● Give knowing their information
is secure
Quick, easy, and accessible
For non-profits:
● Invite others to mission
● Understanding marketing impact
● Cost-effective fundraising
● Capture donor information
● Steady stream of recurring gifts
● Give confidence to donors
Source: https://bloomerang.co/blog/online-fundraising/

36. Moving the
Donor to
Convert
REMARKABLE STATISTIC:
83% of people who visit your donation page and 99%
of people who visit your website will NOT give to you.
Source: What Friction Means for Donations to Nonprofits

37. Types of Friction
1. Too many fields
2. Layout
3. Too many decisions
4. Confusion
5. Registration
6. Wrong device
Source: What Friction Means for Donations to Nonprofits

38. Online Fundraising is about the full
experience - not just the donation.
Arrive on website Visit Donation Page
Ensure every touch point is a low-friction and high-joy experience for donors!
Make Donation Automatic Receipt
Thank you Email
Phone Call
30-Day Impact
Follow-Up Email
Newsletter
And more…

39. Fundraising Tools

40. Main Donation Page - Allows donors to choose which campaign
they would like to support.
Campaign Pages - Allow you to direct donations to a specific
campaign.
Plugins - A pop-up form that allows you flexibility and is tied to
a specific campaign.
Text To Donate - Allows supporters donate easily from their
mobile devices. Fee for service.
Crowdfunding - Allows your key constituents to set up their own
fundraising pages, teams, events.
Events - A registration and ticketing system.
Your Fundraising Tools

41. Basic Fundraising Settings
Get off to a good start
Your Fundraising Tools

42. Make sure basic settings are
correct to ensure accuracy of
information throughout your
database.

44. Campaign Page Setup and
Customization

45. Create a new campaign by
selecting campaign from
fundraising menu, then
selecting new campaign.

46. You can customize:
● Name
● Goal
● Check-out message
● Colors
● Receipt
● 3 Custom Fields
● And more!

47. Campaign donation and billing
pages. Use custom fields here to
collect more data.

48. Click the help button
for “how to” find and
edit these fields

49. Reporting and Analysis

50. Constituent Data helps build
relationships

51. Why collect data? 1. Understand your constituents
2. Set goals
3. Find missed opportunities
4. Improve year over year
5. Increase retention rates
6. A/B testing

52. Which data to collect?
Plan ahead and prioritize your collection:
❏ Is it critical to your mission?
❏ Will it help expand your mission or extend your outreach?
❏ Do you need it for major gifts or a capital campaign?
❏ Does your strategic plan require more data to be successful?
❏ Are you planning a new campaign and need particular information?
It depends
There is such thing as too much data

53. How do I keep the data organized?
Use your CRM fields for:
● Tags
● Groups
● Custom Fields
Planning ahead helps keep data clean

54. Which data to collect?
Descriptive Data is a must!
● Complete address/contact info for all constituents
○ Even if it feels like you don’t need it, you might in the
future, don’t get cough empty-handed
● Additional demographic data that could be paramount to your
cause, like:
○ Alumni for school fundraising
○ Caregivers for patient/health fundraising
○ Ability to drive for service fundraising
It depends

55. Data To Build Relationships
Donor Engagement Data can determine likeliness to support or donate
● Interactions - emails/responses, calls/visits, click-through data
● Survey results of their particular interests in your cause
● Communication preferences - Text? Phone? Email? US Mail?
● Email open rates
● Event attendance
● Volunteer hours
● Gift/donation - date, amount, fund/campaign
● Birthdays/Age/gender
Will this data
help me when
I meet with a
donor?

56. Data For Planning and Growing
Predictive Contact Data provides a sense of potential
● Profession or employer
● Affiliations, Clubs, Boards
● Wealth screening data like real estate, gift giving to other orgs,
political donations, etc.
Will this data
tell me the
campaign was
a success?
Financial Data shows your successes and opportunities
● Gift amount
● Gift date
● Last gift
● Largest Gift
● Lifetime
● LYBUNT
● SYBUNT
● Recurring

57. Why does everyone
want another T-shirt?!?!
A/B Test
Data pulled:
● All fundraisers of the 5k events
● All donors to the events
● Attended the past two years (excluded no-shows)
● Who raised $65 or more in either or both of the
past two years
A: Half got free shirts at registration
B: Half had to raise $100 to earn a shirt
$100 shirt events raised 20% more than control group.
Saved money on bulk shirt order

58. Recap

59. How to remove
friction in
digital giving
Use the next steps to optimize your strategy:
● Choose 3 strategies:
○ 2: Tried-and-true
○ 1: New
○ Remember to use mobile-friendly
● Build an automated follow-up campaign
before launching online giving
○ 2 emails, 1 letter, 1 personal phone
call
● Measure & optimize campaign
○ Should not be a 1x event.
○ Continue to evaluate and improve!
Source: https://bloomerang.co/blog/online-fundraising/

60. That was so easy!
I wish all non-profits
would make donating
so smooth.

61. Q&A

62. Poll

63. Resources
Knowledgebase
Getting Started (Basic Setup)
Start Fundraising
Understanding Template Types
Email Template Examples
Template Tag Glossary
Donor Accounts
Bloomerang Academy & Blog
Do’s and Don’ts of Thanking Donors
Other Resources
What Friction Means for Donations to Nonprofits

64. Resources
Kindful Help

65. Learn more at
customer.accounts@bloomerang.com
Connect with
Bloomerang
Coaching Services

66. Thank you for attending!
Visit our website to see more upcoming
Bloomerang Academy webinars!