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WEBINAR
Fundraising Amidst COVID-19:
Quarantine, Market Meltdowns,
& Unfettering Uncertainty
Noah Barnett
Director of Partnerships &
Community at Virtuous
Today we’ll cover:
1) The New Normal: COVID-19 Crisis & More
2) Responsive Fundraising: A Donor-Centric Approach
3) 6 Strategies To Maximize Impact During Crisis
4) Questions & Discussions
We are the responsive
nonprofit’s growth partner.
We equip nonprofits with:
• An integrated CRM, communications, and giving platform
built by fundraisers for fundraisers.
• A modern fundraising playbook designed to build lasting
relationships with today’s donor.
• Hands-on support and on-going insights delivered by real
people who deeply care about your success.
Learn more at VirtuousCRM.com
The Responsive CRM & Fundraising Platform
One Conversation. Multiple Channels. Better Relationships.
Responsive Nonprofit CRM
✔ Predictive data-analytics
✔ Insight rich reporting
✔ Social & email integration
Automation and Email
✔ Marketing automation
✔ Email marketing
✔ Campaign builder
Web Listening
✔ Tracking pixel
✔ Lead forms
✔ Web insights
The world you fundraise in has changed.
THEN NOW
Our new reality:
- Quarantine / shelter in-place
- Business and school closures
- Mandatory work from home
- Market drops and economic fallouts
- Unfettering uncertainty and fear
How this impacts nonprofits:
- Operational shifts
- Canceled events and travel restrictions
- Distributed teams and #WFH
- Funding shortages: grants, corporate, major donors
- Vulnerability and uncertainty
“Gravity problems are unchangeable, irreversible, and long-lasting.
Just like gravity, the problems exist like a law of nature. They are
fixed and the only way to handle them is to accept the situation for
what it is or reframe the way you think about it.”
Bill Burnett
Executive Director of the Design
Program at Stanford
“Some organizations will thrive from this
increased chaos, some will be unprepared, and
some will merely fight it and lose.”
Seth Godin
Marketer, Innovator, Author
POLL QUESTION:
How has your organization been
impacted?
- Canceled donor events
- Decrease in funding
- Both!
The good news:
- This will end. We will get past this.
- We have history to reference.
- You serve a societal need.
- Donors still want to hear from you.
- Keep going. Keep relating. Keep fundraising.
Donors are resilient!
Giving overall is less
volatile than the
market
Donors are resilient!
Giving overall is less
volatile than the
market
A plan forward:
- Take care of yourself, and your team first.
- Audit upcoming fundraising campaigns and
communications note changes needed.
- Evaluate funding sources and inevitable gaps.
- Sketch out short-term, realistic action plans.
A New Normal Requires New ApproachesToday’s growing nonprofits use technology totreat all donors like major donors.
The Responsive Framework
Puts your DONOR at
the center of fundraising
Treats ALL donors
like major donors
Personalized cycles
NOT impersonal funnels
Technology has drastically changed how
your donors communicate, connect and learn
Today’s donors…
• Are hyper-connected and rely on
recommendations by friends.
• Want to be PART of your causes… not
just an ATM.
• Expect personalized experiences
across all areas of of their lives
.
Personalization Everywhere
Most receive impersonal
mass, blast, spray
Very few receive a
personal touch
OLD
Development Teams, Phone
Calls, 1-1 Meetings
Direct Mail, Email Blasts,
Generic Communications
Nonprofits rely on impersonal, unresponsive tactics
that alienate the majority of donors.
The result of this disconnect? A generosity crisis.
*Generosity for Life Report **Fundraising Effectiveness Project
Charities are struggling to raise support from everyday givers.
Each year, nonprofits lose more than half of their donors and 76% of new donors*
Everyone receives
personal engagement
NOW
Development Teams, Communications,
Phone Calls, 1-1 Meetings, Personalized
Emails, Mailings, Text Messages
Responsive Fundraising uses modern technology
to foster genuine conversations and create personalized
engagement for every donor.
RESPONSIVE RECOMMENDATIONS
6 Strategies for Building
Lasting Donor Relationships
Even In Times of Crisis
RESPONSIVE STRATEGY #1
Contextual messaging
Though you may not be working directly on the current
crisis, you’re still serving a societal need, and should look
for opportunities to contextualize your messaging.
- Don’t ignore the current crisis
- Be clear, communicate impact
- Be transparent about the impact
- Bridge the gap between your donor’s current reality
and your cause
RESPONSIVE STRATEGY #2
Shift in-person to online
Whether it’s a large scale gala, regional events, or 1:1
donor meetings, in-person connection is a staple of many
fundraising plans. But, in a world where this isn’t possible,
we must consider how we can bring these experiences
online.
- Digital galas and donor events
- Virtual runs, walks, and challenges
- Online communities and conferences
Source: https://www.upayasv.org/blog/2020/3/10/virtual-reality-making-an-online-fundraiser-connect-with-donors
Source: https://www.upayasv.org/blog/2020/3/10/virtual-reality-making-an-online-fundraiser-connect-with-donors
RESPONSIVE STRATEGY #3
Personalize donor outreach
The primary reason donors continue to give is based on
their confidence in and connection with the nonprofit.
Each of these is driven through relevant and personalized
communication.
Amidst our current crisis, personalized communication is
even more important to ensure our messages don’t get lost
within the noise and build deeper relationships.
Stop Giving Continue Giving
• Inappropriate asks &
impersonal messages
• Lacking acknowledgement &
limited transparency
• Poor & unhelpful
communication
• Personalized attention &
support
• Accessible & kept informed
about impact
• Quick responses and helpful
communication
Source: Managing Donor Defection by Adrian Sargeant
When donors …
RESPONSIVE STRATEGY #3
Personalize donor outreach
Now is the time to focus on connecting personally with as
many donors as possible while other fundraising means
aren’t available:
- Phone and video calls
- Thank you notes
- Postcards
- Personalize letters
- Use video as often as possible
“If you’re an agency that isn’t directly dealing
with it and you’ve got a mass email list where
only a small percentage are actual donors,
you’re going to alienate more than you will
encourage..”
T. Clay Buck, CFRE
Fundraising Consultant
“Targeting donors on a 1:1 level increases
response rates up to 50% or more.”
NP Source: 2018 Fundraising Stats Report
RESPONSIVE STRATEGY #4
New programmatic offerings
The current crisis has brought with it many constraints that
limit how your organization can operate. However, it also
provides new design space to delivery on your mission in
new creative ways.
- How could you digitize your program offerings?
- What expertise or knowledge does your organization
have that you could serve up in new ways digitally?
- What new programs, that still fit within your mission,
could you create to serve our new normal?
These programs can unlock new giving opportunities too!
RESPONSIVE STRATEGY #5
Dig into your data
Now is a great time to take inventory and assess your current donor data to
spot trends, opportunities, and possible needs.
- Map KPIs: new donors, retention, giving by source
- Audit data quality and perform appends
- Perform a fundraising and technology assessment
- Evaluate donor portfolios (major and mid-level)
- Identify opportunities to leverage automation
RESPONSIVE CULTIVATION #6
Dynamic vs. fixed nurturing
Reorient your campaigns to focus less on drop dates and
more on each individual donor journey. Each series should
be focused on moving a donor to the next step of
engagement (i.e. engage with campaign, make a donation,
etc.).
- New donor welcome series
- Last year donor series
- Interest based campaigns
- Anniversary and birthday campaigns
Key takeaways:
1) We’re in the midst of a crisis: there’s a new norm and today’s donor is
distracted. Your fundraising strategy must shift.
2) Responsive fundraising can help you hyper personalize your donor
engagement for all donors, not just major donors.
3) Don’t stop fundraising: communicate often, personalize donor outreach, and
dig into your data to find areas of opportunity
4) Use current limitations to get creative: online gatherings, dynamic campaigns,
and new programmatic offerings.
Offer: The Responsive
Fundraising Pack
Send an email to noahb@virtuouscrm.com with
subject line “Virtual Lab” and I’ll send you:
- The 50+ Page Responsive Fundraising
Blueprint & Playbook
- A 30-minute video showcasing the why and
how of Responsive Fundraising
- All 9 sessions from the first-ever Responsive
Nonprofit Summit
Discussion
- What questions are pressing
for you and your nonprofit?
- What challenges are you
wading through right now?
**Share your answers and additional
questions via GoToWebinar now!

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Nonprofit Learning Lab Webinar: Fundraising Amidst Covid-19

  • 1. WEBINAR Fundraising Amidst COVID-19: Quarantine, Market Meltdowns, & Unfettering Uncertainty Noah Barnett Director of Partnerships & Community at Virtuous
  • 2. Today we’ll cover: 1) The New Normal: COVID-19 Crisis & More 2) Responsive Fundraising: A Donor-Centric Approach 3) 6 Strategies To Maximize Impact During Crisis 4) Questions & Discussions
  • 3. We are the responsive nonprofit’s growth partner. We equip nonprofits with: • An integrated CRM, communications, and giving platform built by fundraisers for fundraisers. • A modern fundraising playbook designed to build lasting relationships with today’s donor. • Hands-on support and on-going insights delivered by real people who deeply care about your success. Learn more at VirtuousCRM.com
  • 4. The Responsive CRM & Fundraising Platform One Conversation. Multiple Channels. Better Relationships. Responsive Nonprofit CRM ✔ Predictive data-analytics ✔ Insight rich reporting ✔ Social & email integration Automation and Email ✔ Marketing automation ✔ Email marketing ✔ Campaign builder Web Listening ✔ Tracking pixel ✔ Lead forms ✔ Web insights
  • 5.
  • 6. The world you fundraise in has changed. THEN NOW
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  • 8. Our new reality: - Quarantine / shelter in-place - Business and school closures - Mandatory work from home - Market drops and economic fallouts - Unfettering uncertainty and fear
  • 9. How this impacts nonprofits: - Operational shifts - Canceled events and travel restrictions - Distributed teams and #WFH - Funding shortages: grants, corporate, major donors - Vulnerability and uncertainty
  • 10. “Gravity problems are unchangeable, irreversible, and long-lasting. Just like gravity, the problems exist like a law of nature. They are fixed and the only way to handle them is to accept the situation for what it is or reframe the way you think about it.” Bill Burnett Executive Director of the Design Program at Stanford
  • 11.
  • 12. “Some organizations will thrive from this increased chaos, some will be unprepared, and some will merely fight it and lose.” Seth Godin Marketer, Innovator, Author
  • 13. POLL QUESTION: How has your organization been impacted? - Canceled donor events - Decrease in funding - Both!
  • 14. The good news: - This will end. We will get past this. - We have history to reference. - You serve a societal need. - Donors still want to hear from you. - Keep going. Keep relating. Keep fundraising.
  • 15. Donors are resilient! Giving overall is less volatile than the market
  • 16. Donors are resilient! Giving overall is less volatile than the market
  • 17. A plan forward: - Take care of yourself, and your team first. - Audit upcoming fundraising campaigns and communications note changes needed. - Evaluate funding sources and inevitable gaps. - Sketch out short-term, realistic action plans.
  • 18.
  • 19. A New Normal Requires New ApproachesToday’s growing nonprofits use technology totreat all donors like major donors.
  • 20. The Responsive Framework Puts your DONOR at the center of fundraising Treats ALL donors like major donors Personalized cycles NOT impersonal funnels
  • 21. Technology has drastically changed how your donors communicate, connect and learn Today’s donors… • Are hyper-connected and rely on recommendations by friends. • Want to be PART of your causes… not just an ATM. • Expect personalized experiences across all areas of of their lives .
  • 23. Most receive impersonal mass, blast, spray Very few receive a personal touch OLD Development Teams, Phone Calls, 1-1 Meetings Direct Mail, Email Blasts, Generic Communications Nonprofits rely on impersonal, unresponsive tactics that alienate the majority of donors.
  • 24. The result of this disconnect? A generosity crisis. *Generosity for Life Report **Fundraising Effectiveness Project Charities are struggling to raise support from everyday givers. Each year, nonprofits lose more than half of their donors and 76% of new donors*
  • 25. Everyone receives personal engagement NOW Development Teams, Communications, Phone Calls, 1-1 Meetings, Personalized Emails, Mailings, Text Messages Responsive Fundraising uses modern technology to foster genuine conversations and create personalized engagement for every donor.
  • 26. RESPONSIVE RECOMMENDATIONS 6 Strategies for Building Lasting Donor Relationships Even In Times of Crisis
  • 27. RESPONSIVE STRATEGY #1 Contextual messaging Though you may not be working directly on the current crisis, you’re still serving a societal need, and should look for opportunities to contextualize your messaging. - Don’t ignore the current crisis - Be clear, communicate impact - Be transparent about the impact - Bridge the gap between your donor’s current reality and your cause
  • 28.
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  • 33.
  • 34. RESPONSIVE STRATEGY #2 Shift in-person to online Whether it’s a large scale gala, regional events, or 1:1 donor meetings, in-person connection is a staple of many fundraising plans. But, in a world where this isn’t possible, we must consider how we can bring these experiences online. - Digital galas and donor events - Virtual runs, walks, and challenges - Online communities and conferences
  • 35.
  • 38.
  • 39.
  • 40.
  • 41. RESPONSIVE STRATEGY #3 Personalize donor outreach The primary reason donors continue to give is based on their confidence in and connection with the nonprofit. Each of these is driven through relevant and personalized communication. Amidst our current crisis, personalized communication is even more important to ensure our messages don’t get lost within the noise and build deeper relationships.
  • 42. Stop Giving Continue Giving • Inappropriate asks & impersonal messages • Lacking acknowledgement & limited transparency • Poor & unhelpful communication • Personalized attention & support • Accessible & kept informed about impact • Quick responses and helpful communication Source: Managing Donor Defection by Adrian Sargeant When donors …
  • 43.
  • 44. RESPONSIVE STRATEGY #3 Personalize donor outreach Now is the time to focus on connecting personally with as many donors as possible while other fundraising means aren’t available: - Phone and video calls - Thank you notes - Postcards - Personalize letters - Use video as often as possible
  • 45. “If you’re an agency that isn’t directly dealing with it and you’ve got a mass email list where only a small percentage are actual donors, you’re going to alienate more than you will encourage..” T. Clay Buck, CFRE Fundraising Consultant
  • 46.
  • 47.
  • 48. “Targeting donors on a 1:1 level increases response rates up to 50% or more.” NP Source: 2018 Fundraising Stats Report
  • 49. RESPONSIVE STRATEGY #4 New programmatic offerings The current crisis has brought with it many constraints that limit how your organization can operate. However, it also provides new design space to delivery on your mission in new creative ways. - How could you digitize your program offerings? - What expertise or knowledge does your organization have that you could serve up in new ways digitally? - What new programs, that still fit within your mission, could you create to serve our new normal?
  • 50.
  • 51.
  • 52. These programs can unlock new giving opportunities too!
  • 53. RESPONSIVE STRATEGY #5 Dig into your data Now is a great time to take inventory and assess your current donor data to spot trends, opportunities, and possible needs. - Map KPIs: new donors, retention, giving by source - Audit data quality and perform appends - Perform a fundraising and technology assessment - Evaluate donor portfolios (major and mid-level) - Identify opportunities to leverage automation
  • 54.
  • 55. RESPONSIVE CULTIVATION #6 Dynamic vs. fixed nurturing Reorient your campaigns to focus less on drop dates and more on each individual donor journey. Each series should be focused on moving a donor to the next step of engagement (i.e. engage with campaign, make a donation, etc.). - New donor welcome series - Last year donor series - Interest based campaigns - Anniversary and birthday campaigns
  • 56.
  • 57. Key takeaways: 1) We’re in the midst of a crisis: there’s a new norm and today’s donor is distracted. Your fundraising strategy must shift. 2) Responsive fundraising can help you hyper personalize your donor engagement for all donors, not just major donors. 3) Don’t stop fundraising: communicate often, personalize donor outreach, and dig into your data to find areas of opportunity 4) Use current limitations to get creative: online gatherings, dynamic campaigns, and new programmatic offerings.
  • 58. Offer: The Responsive Fundraising Pack Send an email to noahb@virtuouscrm.com with subject line “Virtual Lab” and I’ll send you: - The 50+ Page Responsive Fundraising Blueprint & Playbook - A 30-minute video showcasing the why and how of Responsive Fundraising - All 9 sessions from the first-ever Responsive Nonprofit Summit
  • 59. Discussion - What questions are pressing for you and your nonprofit? - What challenges are you wading through right now? **Share your answers and additional questions via GoToWebinar now!