The document discusses strategies for delighting and retaining year-end donors. It outlines goals of understanding donor retention rates, quantifying the lifetime value of retaining donors, exploring ways for donors to feel joy in giving, and learning from examples of donor delight. The document then discusses research finding that improving retention rates by 10% can increase lifetime donor value by 150-200%. It also explores the underlying factors that drive donor satisfaction, trust, and commitment including recognition, pressure, service quality, and personal benefit versus altruism. Throughout, it provides tips, tools, and examples for nonprofits to build surveys, impact reports, and engagement strategies to improve donor retention.
Donor Retention Presentation Dubois County Community FoundationBloomerang
This document discusses strategies for improving donor retention rates. It notes that improving retention rates by just 5-10% can double the lifetime value of donors. It explores why loyalty matters and common reasons why people lapse in their donations. It then discusses taking a relationship approach over a transactional one, with retaining donors being the key focus. Specific strategies covered include ensuring strong thank you's, building donor commitment, implementing monthly giving programs, and managing service quality to address complaints. The overall message is that improving retention, even slightly, can significantly increase funds raised from donors over their lifetimes.
Donor Retention Education w/ Wayne Robbins - AFP Finger LakesBloomerang
This document discusses strategies for improving donor retention rates, which are falling for many nonprofits. It begins by noting that less than 45% of fundraisers know their organization's retention rate. The presentation then addresses why improving retention is important by showing how attrition rates increase over time. It identifies listening to donors, sharing outcomes, surveys, recognition, social media, and personalized approaches as ways to build donor loyalty. Key decisions for improving retention include evaluating costs versus revenues, average donor lifetime, retention rates, and database tools. The presentation concludes that striving for donor satisfaction, commitment, and trust can double lifetime donor value through improved retention.
Donor Retention Education with Wayne Robbins - BloomerangBloomerang
https://bloomerang.co/retention
This session explores the Fundraising Effectiveness Project report commissioned by AFP and the Urban Institute. The dismal news in this report can and should be an eye opener for every nonprofit engaged in fundraising.
We will focus on the root causes of poor retention rates, and offer tips for improvement based on the principles of Dr. Adrian Sargeant and Tom Ahern: two world-renowned authorities on building donor loyalty. Sargeant and Ahern’s principles are based upon years of research conducted in the sector and can be used by any organization, whether you are a one-person shop or a large department. We will show examples of their principles in action. The results can be astounding when put into daily use!
Learning Outcomes:
- Be familiar with current research on donor retention and how an increase or decrease can impact your bottom line
- Understand how to calculate your donor retention rate
- Learn new donor communications techniques in order to improve donor loyalty and retention
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.
This session explores the Fundraising Effectiveness Project report commissioned by AFP and the Urban Institute. The dismal news in this report can and should be an eye opener for every nonprofit engaged in fundraising.
We will focus on the root causes of poor retention rates, and offer tips for improvement based on the principles of Dr. Adrian Sargeant and Tom Ahern: two world-renowned authorities on building donor loyalty. Sargeant and Ahern's principles are based upon years of research conducted in the sector and can be used by any organization, whether you are a one-person shop or a large department. We will show examples of their principles in action. The results can be astounding when put into daily use!
Learning Outcomes:
Be familiar with current research on donor retention and how an increase or decrease can impact your bottom line
Understand how to calculate your donor retention rate
Learn new donor communications techniques in order to improve donor loyalty and retention
Back to Basics: 3 Principles to Acquire, Retain, and Upgrade Your DonorsBlackbaud
Donor acquisition, retention, and upgrades are key drivers of a successful fundraising program. Improving these positively impacts your organization’s overall fundraising performance. In this presentation, Jeffrey Haguewood, Co-Founder of Sidekick Solutions, shares his back-to-basics approach to acquiring, retaining, and upgrading donors and how you can implement 3 simple principles to help your organization raise more funds for its cause.
AdNet - Nonprofit Research, Philanthropic Consulting, and Family Planning Rep...lpomara
January 22, 2014 AdNet Webinar: What tools, reports and summary frameworks are you using to report back to your donors? ur works consists of strategic planning sessions, family philanthropy retreats, end-of-year snapshots and nonprofit briefs … how do we most effectively report back to donors so that they fully experience the added value of our community knowledge and philanthropic expertise? Reports and strategy session summaries can take a lot of time and they can waver between the objective and the subjective. Some donors like it brief, like to dig into data, and clearly see a roadmap for progress. Other donors like to understand their values and motivations, understand their relationship to giving, see dynamic visuals, and involve family. If you are interested in learning how some other community foundations are structuring reports and creating consulting summaries, this is a webinar for you. [This webinar is an encore presentation from the 2013 AdNet Conference.] Adnet is the (www.adnetcf.org) premier professional organization for advancement professionals in the community foundation world.
With 17 weeks left until Giving Tuesday, the time to start planning your End of Year campaign is now. Our fundraising and user experience experts discuss tips, trends, and strategies to jump-start your End of Year planning.
Donor Retention Presentation Dubois County Community FoundationBloomerang
This document discusses strategies for improving donor retention rates. It notes that improving retention rates by just 5-10% can double the lifetime value of donors. It explores why loyalty matters and common reasons why people lapse in their donations. It then discusses taking a relationship approach over a transactional one, with retaining donors being the key focus. Specific strategies covered include ensuring strong thank you's, building donor commitment, implementing monthly giving programs, and managing service quality to address complaints. The overall message is that improving retention, even slightly, can significantly increase funds raised from donors over their lifetimes.
Donor Retention Education w/ Wayne Robbins - AFP Finger LakesBloomerang
This document discusses strategies for improving donor retention rates, which are falling for many nonprofits. It begins by noting that less than 45% of fundraisers know their organization's retention rate. The presentation then addresses why improving retention is important by showing how attrition rates increase over time. It identifies listening to donors, sharing outcomes, surveys, recognition, social media, and personalized approaches as ways to build donor loyalty. Key decisions for improving retention include evaluating costs versus revenues, average donor lifetime, retention rates, and database tools. The presentation concludes that striving for donor satisfaction, commitment, and trust can double lifetime donor value through improved retention.
Donor Retention Education with Wayne Robbins - BloomerangBloomerang
https://bloomerang.co/retention
This session explores the Fundraising Effectiveness Project report commissioned by AFP and the Urban Institute. The dismal news in this report can and should be an eye opener for every nonprofit engaged in fundraising.
We will focus on the root causes of poor retention rates, and offer tips for improvement based on the principles of Dr. Adrian Sargeant and Tom Ahern: two world-renowned authorities on building donor loyalty. Sargeant and Ahern’s principles are based upon years of research conducted in the sector and can be used by any organization, whether you are a one-person shop or a large department. We will show examples of their principles in action. The results can be astounding when put into daily use!
Learning Outcomes:
- Be familiar with current research on donor retention and how an increase or decrease can impact your bottom line
- Understand how to calculate your donor retention rate
- Learn new donor communications techniques in order to improve donor loyalty and retention
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.
This session explores the Fundraising Effectiveness Project report commissioned by AFP and the Urban Institute. The dismal news in this report can and should be an eye opener for every nonprofit engaged in fundraising.
We will focus on the root causes of poor retention rates, and offer tips for improvement based on the principles of Dr. Adrian Sargeant and Tom Ahern: two world-renowned authorities on building donor loyalty. Sargeant and Ahern's principles are based upon years of research conducted in the sector and can be used by any organization, whether you are a one-person shop or a large department. We will show examples of their principles in action. The results can be astounding when put into daily use!
Learning Outcomes:
Be familiar with current research on donor retention and how an increase or decrease can impact your bottom line
Understand how to calculate your donor retention rate
Learn new donor communications techniques in order to improve donor loyalty and retention
Back to Basics: 3 Principles to Acquire, Retain, and Upgrade Your DonorsBlackbaud
Donor acquisition, retention, and upgrades are key drivers of a successful fundraising program. Improving these positively impacts your organization’s overall fundraising performance. In this presentation, Jeffrey Haguewood, Co-Founder of Sidekick Solutions, shares his back-to-basics approach to acquiring, retaining, and upgrading donors and how you can implement 3 simple principles to help your organization raise more funds for its cause.
AdNet - Nonprofit Research, Philanthropic Consulting, and Family Planning Rep...lpomara
January 22, 2014 AdNet Webinar: What tools, reports and summary frameworks are you using to report back to your donors? ur works consists of strategic planning sessions, family philanthropy retreats, end-of-year snapshots and nonprofit briefs … how do we most effectively report back to donors so that they fully experience the added value of our community knowledge and philanthropic expertise? Reports and strategy session summaries can take a lot of time and they can waver between the objective and the subjective. Some donors like it brief, like to dig into data, and clearly see a roadmap for progress. Other donors like to understand their values and motivations, understand their relationship to giving, see dynamic visuals, and involve family. If you are interested in learning how some other community foundations are structuring reports and creating consulting summaries, this is a webinar for you. [This webinar is an encore presentation from the 2013 AdNet Conference.] Adnet is the (www.adnetcf.org) premier professional organization for advancement professionals in the community foundation world.
With 17 weeks left until Giving Tuesday, the time to start planning your End of Year campaign is now. Our fundraising and user experience experts discuss tips, trends, and strategies to jump-start your End of Year planning.
GlobalGiving's Online Fundraising Workshop in BelgradeGlobalGiving
This document outlines an online fundraising workshop presented by Kelly Zug. The agenda includes introductions to GlobalGiving and how it works as an online fundraising platform. It also covers topics like network building, engagement strategies, and how to effectively tell an organization's story online. GlobalGiving is presented as a way for organizations to promote projects, raise funds from over 400,000 donors, and gain additional resources through the platform. The document provides tips on developing an online fundraising strategy, identifying networks, showing appreciation to donors, and the steps to join GlobalGiving.
After making the successful Ask the "The Artful Journey" begins as William T. Sturtevant says and the donor relationship begins.This is stressed in this teaching module and we delve into the mind and heart of donors from a corporate,foundation and personal donors perspective which was accomplished through a live panel discussion that followed the slides.
James Goalder presented best practices for raising more online donations based on analyzing 400 nonprofits' donation experiences. Key findings included making the donation process easy, engaging donors through personalized communication and impact stories, and retaining donors by promptly thanking them and inviting their continued involvement through volunteering, recurring gifts, and events. Practical tips included telling compelling stories, giving donors opportunities to get involved, asking for recurring gifts, using donor segmentation for tailored messages, and launching a travel program to generate donations. The presentation emphasized the importance of retaining existing donors through ongoing engagement and communication.
Fundamentals of fundraising & fundraising strategiesPradeep Panda
The document provides an overview of fundamentals and strategies for fundraising for non-governmental organizations (NGOs). It discusses available sources of funds including individuals, corporates, institutions, events, and earned incomes. It defines fundraising and resource mobilization. It outlines what can be donated to NGOs including manpower, materials, money, and time. It explains why NGOs need money and how they differ from corporates. The document also discusses preparing organizations for fundraising, elements of effective fundraising proposals, and the future of fundraising moving increasingly online.
The document provides 5 tips for charitable giving during the holidays: 1) support causes you are passionate about; 2) ensure the charity is financially healthy, transparent, and able to achieve results; 3) understand that charities have overhead costs and aim to support those that allocate at least 75% of expenses to programs; 4) make a long-term commitment to support the charity; 5) annually review your donations and find charities that report the results and impact of your contributions. The tips encourage donors to thoughtfully select and commit to charities that will use donations efficiently and effectively.
Sue Egles provides an overview of the key steps for building a major gifts program, including defining major gifts, developing a case for support, identifying leadership and prospects, cultivating donors through relationship building, and soliciting major gifts. The presentation outlines fundamentals such as establishing fundraising infrastructure and treating each prospect as a mini-campaign. Success is defined as taking time to build relationships, having a strong reputation, doing research on prospects, involving the right people, and creating commitment through follow up.
These proven tips and tricks will help you improve your donor retention rates. Stop spending your precious resources acquiring new donors just to replace those being lost.
GlobalGiving's Online Fundraising Workshop in Bulgaria 2015GlobalGiving
This document provides an overview of online fundraising best practices. It discusses developing an online fundraising strategy, identifying and expanding donor networks through advocates, engaging donors through compelling storytelling and use of tools like social media, and recognizing donors to improve engagement and fundraising success over time. The key aspects covered are strategizing goals and campaigns, identifying current networks, presenting projects compellingly online, and keeping donors engaged through varied outreach methods.
GlobalGiving's Online Fundraising Workshop in Budapest, HungaryGlobalGiving
This document provides information about GlobalGiving and how non-profit organizations can use its online fundraising platform. GlobalGiving connects over 2,400 organizations from 149 countries to over 400,000 individual and corporate donors. It takes a 15% fee to sustain its operations and provide services like donor management tools, training, and consultations to partner organizations. The document outlines strategies for organizations to maximize their online fundraising through GlobalGiving, including identifying networks, engaging donors, showing appreciation, developing compelling project pages, and participating in Open Challenges to become permanent partners.
This document outlines a "blanket approach" to donor stewardship and recognition that involves segmenting donors into different levels based on total giving and maintaining regular contact through a variety of channels. It recommends using data analysis to categorize donors and then implementing a calendar approach with tailored communications like emails, postcards, videos and events several times a year. The goals are to thank donors, deepen their commitment, provide desired recognition, inspire increased giving and benchmark culture of philanthropy within budget.
This document provides an overview of a Bloomerang Academy webinar on tapping into the giving potential of volunteers. It begins with introductions and outlines what will be covered, including looking at volunteers as potential donors and a preview of the Bloomerang Volunteer solution. It then discusses trends showing a declining donor universe and the importance of finding new donors. Data is presented showing that volunteers often become donors, and a process is outlined for identifying, cultivating, asking, and expanding relationships with volunteers to turn them into donors and "super supporters". Finally, the Bloomerang Volunteer product is previewed for volunteer relationship management and integration with donor data.
How to Turn Your GivingTuesday Donors into Loyal FollowersCanadaHelps
It costs less to retain an existing donor than it does to acquire a new one. Learn strategies for converting your #GivingTuesdayCa donors into loyal followers and supporters. We'll discuss the key drivers of donor loyalty and how to retain your donors through the use of an effective email and social media communications strategy. We'll also take a look at some of the creative ways charities engaged and inspired supporters during last year's #GivingTuesdayCa .
GivingTuesday is coming to Canada on December 3, 2013! It is a new Canadian day of giving and volunteering, taking place each year after Black Friday and Cyber Monday. The movement encourages individuals and organizations to join together and find innovative ways to give back to the charities and causes they support throughout the holiday season.
Join Network for Good to learn about trends in corporate-cause partnerships and the 5 must-have components of awesome and effective cross-sector alliances. These tips will help your collaborations drive impact this #GivingTuesday - and all the Tuesdays after that.
Speaker Information:
Kate Olsen is Vice President of Strategic Projects at Network for Good, a leading digital giving platform in the U.S. Kate executes corporate strategy and growth initiatives and spearheads thought leadership for the enterprise team, helping companies extend the reach of their cause-related initiatives and better engage with nonprofits, consumers and employees through charitable giving.
www.givingtuesday.ca
@GivingTuesdayCa
#GivingTuesdayCa
The document discusses essentials for successful fundraising using eTapestry. It summarizes 2013 charitable giving trends which showed online giving increased 13.5% compared to 4.9% overall. Large organizations saw the greatest increase in overall giving while small organizations saw the greatest increase in online giving. Faith-based organizations saw an 18.1% increase in online giving. The document emphasizes building donor loyalty through the annual fund and maintaining healthy donor relationships through tracking data, communication, and using eTapestry tools for analysis and segmentation.
Essentials of fundraising with eTapestry 2014Pam Dechert
The document discusses essentials for successful fundraising using eTapestry. It outlines that successful fundraising comes down to having a compelling mission, a relational approach to donors, and understanding how fundraising connects to the organization's other functions. It then provides details on 2013 charitable giving trends, noting that online giving and faith-based organizations saw the largest increases. The remainder discusses how to use tools in eTapestry like queries and reports to improve donor relationships and fundraising results by tracking communications, gifts, and other data to better engage donors.
1_10_24 Modern Tips to Boost Donor Acquisition.pdfBloomerang
The document provides tips and strategies for nonprofit organizations to acquire new donors. It discusses the donor journey in three stages: awareness, decision, and retention. Specific tips are provided for raising awareness through digital marketing, social media, email newsletters, and optimizing websites. The document also discusses creating a donor acquisition strategy with metrics, channels, and SMART goals. It emphasizes putting the strategy into practice through prospect research, CRM usage, data analysis, and engaging existing supporters and volunteers to acquire new donors.
Washington, DC GlobalGiving Partner Workshop slides 2015GlobalGiving
The document summarizes a GlobalGiving partner workshop that provided training and resources to help organizations improve their online fundraising strategies. The agenda covered setting SMART fundraising goals, cultivating fundraising advocates, attracting new donors through compelling project pages and microprojects, and retaining donors through thank you notes, project reports, and donor appreciation. Partners learned how to maximize engagement on GlobalGiving to advance their reward level and position themselves for corporate partnerships and referrals. The workshop aimed to help organizations strengthen their overall fundraising through effective use of GlobalGiving's tools and opportunities.
This document discusses using crowd funding and social media for nonprofit fundraising. It provides tips on launching a crowdfunding campaign, including defining clear goals and deadlines, telling compelling stories, being creative with images and videos, promoting through various channels, actively engaging on social media, and thanking donors. Specific examples are given of successful crowdfunding campaigns and how to leverage social networks, influencers, and multichannel efforts to maximize fundraising results through crowd funding and social media.
Thought leadership webinars achieving exceptional fundraising performance o...ASI
This document provides tips and strategies for non-profits to improve fundraising performance. It discusses measuring key metrics like retention, lifetime donor value, and return on investment. It recommends optimizing donor acquisition through websites, social media, and mobile optimization. Strategies to improve donor retention include personalized communications, multi-step approaches, and engaging donors through multiple activities. Maximizing donor value involves understanding which acquisition and retention channels are most effective and utilizing peer-to-peer fundraising.
0311 National Accounts Online Giving Trends.pdfBloomerang
James Goalder presented on best practices for raising more online donations. He discussed exploring the donation experiences of 500 nonprofits and key insights. Some important findings included personalizing thank you communications, making the donation process easy, and engaging donors through storytelling and opportunities to get involved. Practical tips included thanking donors quickly, inviting them to events, and asking for recurring gifts to increase retention and fundraising. The presentation provided actionable strategies for nonprofits to improve the donor experience and drive more online giving.
How to Build a Fundraising Board- Darian Rodriguez Heyman 3-6-24.pdfBloomerang
This document provides tips and strategies for building an effective fundraising board. It discusses that executive directors are leaving nonprofits due to challenges with fundraising and boards. The most powerful form of fundraising ask is a peer ask from current board members. Top tips for board fundraising include creating a rapid response donor acknowledgement committee and ensuring donors are thanked by a board member within 48 days to increase donor value by 50%. Key tools for board development include a board member agreement, board matrix, consent calendar, annual survey with personal development plans, and defining executive job descriptions and committee charters. An organizational dashboard with key performance indicators can help boards track progress across operations, programs, and other metrics.
More Related Content
Similar to Plan Now to Delight & Retain Year-End Givers_Bloomerang.pdf
GlobalGiving's Online Fundraising Workshop in BelgradeGlobalGiving
This document outlines an online fundraising workshop presented by Kelly Zug. The agenda includes introductions to GlobalGiving and how it works as an online fundraising platform. It also covers topics like network building, engagement strategies, and how to effectively tell an organization's story online. GlobalGiving is presented as a way for organizations to promote projects, raise funds from over 400,000 donors, and gain additional resources through the platform. The document provides tips on developing an online fundraising strategy, identifying networks, showing appreciation to donors, and the steps to join GlobalGiving.
After making the successful Ask the "The Artful Journey" begins as William T. Sturtevant says and the donor relationship begins.This is stressed in this teaching module and we delve into the mind and heart of donors from a corporate,foundation and personal donors perspective which was accomplished through a live panel discussion that followed the slides.
James Goalder presented best practices for raising more online donations based on analyzing 400 nonprofits' donation experiences. Key findings included making the donation process easy, engaging donors through personalized communication and impact stories, and retaining donors by promptly thanking them and inviting their continued involvement through volunteering, recurring gifts, and events. Practical tips included telling compelling stories, giving donors opportunities to get involved, asking for recurring gifts, using donor segmentation for tailored messages, and launching a travel program to generate donations. The presentation emphasized the importance of retaining existing donors through ongoing engagement and communication.
Fundamentals of fundraising & fundraising strategiesPradeep Panda
The document provides an overview of fundamentals and strategies for fundraising for non-governmental organizations (NGOs). It discusses available sources of funds including individuals, corporates, institutions, events, and earned incomes. It defines fundraising and resource mobilization. It outlines what can be donated to NGOs including manpower, materials, money, and time. It explains why NGOs need money and how they differ from corporates. The document also discusses preparing organizations for fundraising, elements of effective fundraising proposals, and the future of fundraising moving increasingly online.
The document provides 5 tips for charitable giving during the holidays: 1) support causes you are passionate about; 2) ensure the charity is financially healthy, transparent, and able to achieve results; 3) understand that charities have overhead costs and aim to support those that allocate at least 75% of expenses to programs; 4) make a long-term commitment to support the charity; 5) annually review your donations and find charities that report the results and impact of your contributions. The tips encourage donors to thoughtfully select and commit to charities that will use donations efficiently and effectively.
Sue Egles provides an overview of the key steps for building a major gifts program, including defining major gifts, developing a case for support, identifying leadership and prospects, cultivating donors through relationship building, and soliciting major gifts. The presentation outlines fundamentals such as establishing fundraising infrastructure and treating each prospect as a mini-campaign. Success is defined as taking time to build relationships, having a strong reputation, doing research on prospects, involving the right people, and creating commitment through follow up.
These proven tips and tricks will help you improve your donor retention rates. Stop spending your precious resources acquiring new donors just to replace those being lost.
GlobalGiving's Online Fundraising Workshop in Bulgaria 2015GlobalGiving
This document provides an overview of online fundraising best practices. It discusses developing an online fundraising strategy, identifying and expanding donor networks through advocates, engaging donors through compelling storytelling and use of tools like social media, and recognizing donors to improve engagement and fundraising success over time. The key aspects covered are strategizing goals and campaigns, identifying current networks, presenting projects compellingly online, and keeping donors engaged through varied outreach methods.
GlobalGiving's Online Fundraising Workshop in Budapest, HungaryGlobalGiving
This document provides information about GlobalGiving and how non-profit organizations can use its online fundraising platform. GlobalGiving connects over 2,400 organizations from 149 countries to over 400,000 individual and corporate donors. It takes a 15% fee to sustain its operations and provide services like donor management tools, training, and consultations to partner organizations. The document outlines strategies for organizations to maximize their online fundraising through GlobalGiving, including identifying networks, engaging donors, showing appreciation, developing compelling project pages, and participating in Open Challenges to become permanent partners.
This document outlines a "blanket approach" to donor stewardship and recognition that involves segmenting donors into different levels based on total giving and maintaining regular contact through a variety of channels. It recommends using data analysis to categorize donors and then implementing a calendar approach with tailored communications like emails, postcards, videos and events several times a year. The goals are to thank donors, deepen their commitment, provide desired recognition, inspire increased giving and benchmark culture of philanthropy within budget.
This document provides an overview of a Bloomerang Academy webinar on tapping into the giving potential of volunteers. It begins with introductions and outlines what will be covered, including looking at volunteers as potential donors and a preview of the Bloomerang Volunteer solution. It then discusses trends showing a declining donor universe and the importance of finding new donors. Data is presented showing that volunteers often become donors, and a process is outlined for identifying, cultivating, asking, and expanding relationships with volunteers to turn them into donors and "super supporters". Finally, the Bloomerang Volunteer product is previewed for volunteer relationship management and integration with donor data.
How to Turn Your GivingTuesday Donors into Loyal FollowersCanadaHelps
It costs less to retain an existing donor than it does to acquire a new one. Learn strategies for converting your #GivingTuesdayCa donors into loyal followers and supporters. We'll discuss the key drivers of donor loyalty and how to retain your donors through the use of an effective email and social media communications strategy. We'll also take a look at some of the creative ways charities engaged and inspired supporters during last year's #GivingTuesdayCa .
GivingTuesday is coming to Canada on December 3, 2013! It is a new Canadian day of giving and volunteering, taking place each year after Black Friday and Cyber Monday. The movement encourages individuals and organizations to join together and find innovative ways to give back to the charities and causes they support throughout the holiday season.
Join Network for Good to learn about trends in corporate-cause partnerships and the 5 must-have components of awesome and effective cross-sector alliances. These tips will help your collaborations drive impact this #GivingTuesday - and all the Tuesdays after that.
Speaker Information:
Kate Olsen is Vice President of Strategic Projects at Network for Good, a leading digital giving platform in the U.S. Kate executes corporate strategy and growth initiatives and spearheads thought leadership for the enterprise team, helping companies extend the reach of their cause-related initiatives and better engage with nonprofits, consumers and employees through charitable giving.
www.givingtuesday.ca
@GivingTuesdayCa
#GivingTuesdayCa
The document discusses essentials for successful fundraising using eTapestry. It summarizes 2013 charitable giving trends which showed online giving increased 13.5% compared to 4.9% overall. Large organizations saw the greatest increase in overall giving while small organizations saw the greatest increase in online giving. Faith-based organizations saw an 18.1% increase in online giving. The document emphasizes building donor loyalty through the annual fund and maintaining healthy donor relationships through tracking data, communication, and using eTapestry tools for analysis and segmentation.
Essentials of fundraising with eTapestry 2014Pam Dechert
The document discusses essentials for successful fundraising using eTapestry. It outlines that successful fundraising comes down to having a compelling mission, a relational approach to donors, and understanding how fundraising connects to the organization's other functions. It then provides details on 2013 charitable giving trends, noting that online giving and faith-based organizations saw the largest increases. The remainder discusses how to use tools in eTapestry like queries and reports to improve donor relationships and fundraising results by tracking communications, gifts, and other data to better engage donors.
1_10_24 Modern Tips to Boost Donor Acquisition.pdfBloomerang
The document provides tips and strategies for nonprofit organizations to acquire new donors. It discusses the donor journey in three stages: awareness, decision, and retention. Specific tips are provided for raising awareness through digital marketing, social media, email newsletters, and optimizing websites. The document also discusses creating a donor acquisition strategy with metrics, channels, and SMART goals. It emphasizes putting the strategy into practice through prospect research, CRM usage, data analysis, and engaging existing supporters and volunteers to acquire new donors.
Washington, DC GlobalGiving Partner Workshop slides 2015GlobalGiving
The document summarizes a GlobalGiving partner workshop that provided training and resources to help organizations improve their online fundraising strategies. The agenda covered setting SMART fundraising goals, cultivating fundraising advocates, attracting new donors through compelling project pages and microprojects, and retaining donors through thank you notes, project reports, and donor appreciation. Partners learned how to maximize engagement on GlobalGiving to advance their reward level and position themselves for corporate partnerships and referrals. The workshop aimed to help organizations strengthen their overall fundraising through effective use of GlobalGiving's tools and opportunities.
This document discusses using crowd funding and social media for nonprofit fundraising. It provides tips on launching a crowdfunding campaign, including defining clear goals and deadlines, telling compelling stories, being creative with images and videos, promoting through various channels, actively engaging on social media, and thanking donors. Specific examples are given of successful crowdfunding campaigns and how to leverage social networks, influencers, and multichannel efforts to maximize fundraising results through crowd funding and social media.
Thought leadership webinars achieving exceptional fundraising performance o...ASI
This document provides tips and strategies for non-profits to improve fundraising performance. It discusses measuring key metrics like retention, lifetime donor value, and return on investment. It recommends optimizing donor acquisition through websites, social media, and mobile optimization. Strategies to improve donor retention include personalized communications, multi-step approaches, and engaging donors through multiple activities. Maximizing donor value involves understanding which acquisition and retention channels are most effective and utilizing peer-to-peer fundraising.
Similar to Plan Now to Delight & Retain Year-End Givers_Bloomerang.pdf (20)
0311 National Accounts Online Giving Trends.pdfBloomerang
James Goalder presented on best practices for raising more online donations. He discussed exploring the donation experiences of 500 nonprofits and key insights. Some important findings included personalizing thank you communications, making the donation process easy, and engaging donors through storytelling and opportunities to get involved. Practical tips included thanking donors quickly, inviting them to events, and asking for recurring gifts to increase retention and fundraising. The presentation provided actionable strategies for nonprofits to improve the donor experience and drive more online giving.
How to Build a Fundraising Board- Darian Rodriguez Heyman 3-6-24.pdfBloomerang
This document provides tips and strategies for building an effective fundraising board. It discusses that executive directors are leaving nonprofits due to challenges with fundraising and boards. The most powerful form of fundraising ask is a peer ask from current board members. Top tips for board fundraising include creating a rapid response donor acknowledgement committee and ensuring donors are thanked by a board member within 48 days to increase donor value by 50%. Key tools for board development include a board member agreement, board matrix, consent calendar, annual survey with personal development plans, and defining executive job descriptions and committee charters. An organizational dashboard with key performance indicators can help boards track progress across operations, programs, and other metrics.
Donations and Pledges Part 2_BLG Build.pdfBloomerang
This document provides a summary of a Bloomerang Academy webinar on donations and pledges. It discusses the differences between pledges and recurring donations, how to create and edit pledges and add pledge payments, how to handle payment failures, and how to refund or delete transactions. It also covers splitting donations, pledge and recurring donation reports, and creating pledge and recurring donation reminders. Resources for more information on these topics from the Bloomerang knowledgebase are provided at the end.
The document provides tips on how nonprofits can raise more online donations. It summarizes the results of a study where $25 donations were made to 400 organizations to analyze their donation experiences. Key findings include that donors are more likely to give again if they receive a timely thank you, feel appreciated, and know how their donation is used. The document recommends making donations easy, providing impactful stories, personalizing communications, calling donors, inviting involvement through volunteering, and asking for recurring gifts. Practical tips shared include using payment options donors prefer, customizing receipts and thank yous, and engaging donors through newsletters, calls, and events.
Donations and Pledges Part 1_BLG Build.pdfBloomerang
This document summarizes a Bloomerang Academy webinar on donations and pledges. It covered key terms like donations, pledges, recurring donations and soft credits. It explained how to set up transactions in Bloomerang including custom fields, payment processors and automatic receipts. It provided examples of typical donation, pledge and recurring donation entries. It also gave an overview of how to run transaction reports and filters donors and transactions. Resources mentioned included the Bloomerang knowledgebase and support portal.
Bloomerang Scaling New Heights_ Tailored Strategies for Securing Your Next-Le...Bloomerang
The document provides guidance on preparing for and securing major gifts, including establishing organizational readiness, identifying ideal donor profiles, addressing common challenges, and utilizing a framework called the "FUNDS Cycle" to find, understand, nurture, discuss, and support major donors. It also outlines best practices for building major gift proposals, securing appointments with major gift prospects, conducting effective visits, and leveraging tools and resources to strengthen major giving programs.
Kindful to Bloomerang Webinar slides .pdfBloomerang
This webinar provided information about upgrading from Kindful to Bloomerang. Bloomerang offers additional features like more robust data management, built-in email capabilities to replace MailChimp and Constant Contact, unlimited custom fields, householding/relationship tracking, tribute fields and letters, and volunteer management add-ons. The presentation covered these upgraded features and capabilities. Attendees were polled at the end about their interest and timeline for potentially upgrading.
Bloomerang - Get More Major Gifts From Donors Already Around You.pdfBloomerang
The document discusses that it is more costly to acquire new major donors than the amount they donate. It is easier and more cost effective to upgrade existing mid-level donors who are giving just below the major donor threshold to become major donors through cumulative gifts over time. The document recommends organizations focus on upgrading these "diamonds in the rough" by reviewing donor segments, communicating consistently with impactful stories, matching donor interests to organizational needs, and directly asking for increased support.
This document discusses strategies for making donors feel appreciated after making a donation. It emphasizes that the donor experience is emotional and outlines a donor journey framework of committing, affirming, aligning, assessing, activating, and advocating for donors before, during, and after their donation. It stresses personalizing touchpoints like the donation receipt and thank you notes to make donors feel valued and counter post-donation doubts. Automating some follow-up can help, but personalization and timely responses are important to engage donors and reduce attrition rates.
02.22.2024 Email Options in Bloomerang.pdfBloomerang
This document provides an overview of an upcoming webinar on integrating Constant Contact with Bloomerang. It includes an agenda for the webinar covering connecting the Constant Contact account, establishing sync rules, how the integration works, sending emails and getting insights in Bloomerang, and a demo. It also introduces the presenter and provides resources for attendees.
The document provides guidance on creating an actionable fundraising plan. It emphasizes the importance of planning and having the full team involved. The speaker outlines steps to take in planning, including defining goals, strategies, and tactics; sorting the pieces into buckets; and connecting everything together into a cohesive plan. Turning the vision into action requires determining why specific tactics are used, when they will occur, who is responsible, and how each piece will be executed. An effective plan finds the right balance of detail to inform the team and allow for flexibility. A customer relationship management system can help implement the plan through tasks, tools for various functions, and metrics to track success.
Communications Trends for Fundraising Success in 2024.pdfBloomerang
The document provides recommendations for nonprofit communications trends in 2024 that will lead to fundraising success. It recommends that nonprofits focus on building email lists, streamlining their tech stack, attracting supporters with content offers, automating marketing wherever possible through techniques like drip campaigns and triggered emails, segmenting lists and personalizing outreach, and experimenting with AI tools.
Database Set Up Basics Bloomerang AcademyBloomerang
This document provides an overview of a Bloomerang Academy webinar on setting up a donor database for success. The webinar covers:
1) Why clean and healthy data is important for effective fundraising and reducing costs
2) Best practices for setting up organization settings, funds, campaigns, appeals, and user permissions
3) Tools for avoiding and fixing duplicate records and segmenting donor lists
4) Utilizing custom fields, bulk update/delete functions, and other resources to maintain a clean database
This document provides a summary of a Bloomerang Academy webinar on database management. The webinar covered:
1. Why clean data matters for effectively targeting constituents, ensuring a single constituent view, and increasing ROI.
2. Establishing data policies and procedures, including who has access to the database and required training.
3. Best practices for recurring database maintenance like running regular reports and removing unused custom fields and data.
4. The importance of succession planning for institutional knowledge like creating user guides and identifying backups.
Leading With Impact: Looking Ahead at 2024 Trends in LeadershipBloomerang
Kishshana brings a wealth of experience from both nonprofit and corporate realms, offering a unique perspective that is both relatable and transformative. Learn about the synergies and distinctions between these two spheres and how you can leverage these insights for greater impact.
Google & Yahoo's Email Update: Your Must-Do ChecklistBloomerang
Google & Yahoo have new rules to prevent spam, and these rules went into effect on February 1. Here’s what you need to know and do to make sure the emails you send continue to reach your supporters.
This document summarizes a webinar about creating effective annual reports for nonprofits. The webinar discusses the purpose of annual reports, key components to include, how to highlight social impact metrics, tailoring reports to specific donor types, effective marketing strategies, and how donor management systems can help track relevant data. The presenter emphasizes including impact metrics, stories of transformation, financial performance, programs, and clear calls to action to motivate donors and raise more funds.
Copy of PayPal Course - Academy Slide Deck 2024.pdfBloomerang
This document provides an overview of a Bloomerang Academy webinar on digital wallets. It begins with welcoming remarks and housekeeping details. Then it introduces the speaker and defines digital wallets as a convenient way for donors to make payments. The bulk of the document focuses on why nonprofits should offer PayPal and Venmo, including their large user base and ability to increase conversions and recurring donations. It provides a brief demo on how to enable PayPal and Venmo donations in Bloomerang in 5 minutes. Additional resources are shared at the end.
Strategic Planning The PROCESS Handout 2024.pdfBloomerang
The document discusses the importance of strategic planning for non-profits, providing an overview of the strategic planning process including defining a plan, securing buy-in, identifying stakeholders, conducting an environmental scan, creating a multi-year plan, and tips for an effective process. It is a presentation from the consulting group Funding for Good on how to develop a strategic plan that produces results for an organization.
2_1_24 Finding, Engaging and Recognizing Your Volunteers (1).pdfBloomerang
This document provides a summary of a Bloomerang Academy webinar on finding, engaging, and recognizing volunteers. It includes an introduction and welcome, outlines of the presenters, an overview of topics to be covered including finding volunteers, engaging volunteers, recognizing volunteers, and a demo of Bloomerang Volunteer. There is also a question asked about current volunteer management programs, and information provided on challenges with volunteer recruitment and retention, and the importance of relationship building, communication, and showing appreciation for volunteers.
Storytelling is an incredibly valuable tool to share data and information. To get the most impact from stories there are a number of key ingredients. These are based on science and human nature. Using these elements in a story you can deliver information impactfully, ensure action and drive change.
Best practices for project execution and deliveryCLIVE MINCHIN
A select set of project management best practices to keep your project on-track, on-cost and aligned to scope. Many firms have don't have the necessary skills, diligence, methods and oversight of their projects; this leads to slippage, higher costs and longer timeframes. Often firms have a history of projects that simply failed to move the needle. These best practices will help your firm avoid these pitfalls but they require fortitude to apply.
At Techbox Square, in Singapore, we're not just creative web designers and developers, we're the driving force behind your brand identity. Contact us today.
3 Simple Steps To Buy Verified Payoneer Account In 2024SEOSMMEARTH
Buy Verified Payoneer Account: Quick and Secure Way to Receive Payments
Buy Verified Payoneer Account With 100% secure documents, [ USA, UK, CA ]. Are you looking for a reliable and safe way to receive payments online? Then you need buy verified Payoneer account ! Payoneer is a global payment platform that allows businesses and individuals to send and receive money in over 200 countries.
If You Want To More Information just Contact Now:
Skype: SEOSMMEARTH
Telegram: @seosmmearth
Gmail: seosmmearth@gmail.com
Brian Fitzsimmons on the Business Strategy and Content Flywheel of Barstool S...Neil Horowitz
On episode 272 of the Digital and Social Media Sports Podcast, Neil chatted with Brian Fitzsimmons, Director of Licensing and Business Development for Barstool Sports.
What follows is a collection of snippets from the podcast. To hear the full interview and more, check out the podcast on all podcast platforms and at www.dsmsports.net
Discover timeless style with the 2022 Vintage Roman Numerals Men's Ring. Crafted from premium stainless steel, this 6mm wide ring embodies elegance and durability. Perfect as a gift, it seamlessly blends classic Roman numeral detailing with modern sophistication, making it an ideal accessory for any occasion.
https://rb.gy/usj1a2
IMPACT Silver is a pure silver zinc producer with over $260 million in revenue since 2008 and a large 100% owned 210km Mexico land package - 2024 catalysts includes new 14% grade zinc Plomosas mine and 20,000m of fully funded exploration drilling.
Digital Marketing with a Focus on Sustainabilitysssourabhsharma
Digital Marketing best practices including influencer marketing, content creators, and omnichannel marketing for Sustainable Brands at the Sustainable Cosmetics Summit 2024 in New York
HOW TO START UP A COMPANY A STEP-BY-STEP GUIDE.pdf46adnanshahzad
How to Start Up a Company: A Step-by-Step Guide Starting a company is an exciting adventure that combines creativity, strategy, and hard work. It can seem overwhelming at first, but with the right guidance, anyone can transform a great idea into a successful business. Let's dive into how to start up a company, from the initial spark of an idea to securing funding and launching your startup.
Introduction
Have you ever dreamed of turning your innovative idea into a thriving business? Starting a company involves numerous steps and decisions, but don't worry—we're here to help. Whether you're exploring how to start a startup company or wondering how to start up a small business, this guide will walk you through the process, step by step.
SATTA MATKA SATTA FAST RESULT KALYAN TOP MATKA RESULT KALYAN SATTA MATKA FAST RESULT MILAN RATAN RAJDHANI MAIN BAZAR MATKA FAST TIPS RESULT MATKA CHART JODI CHART PANEL CHART FREE FIX GAME SATTAMATKA ! MATKA MOBI SATTA 143 spboss.in TOP NO1 RESULT FULL RATE MATKA ONLINE GAME PLAY BY APP SPBOSS
Top mailing list providers in the USA.pptxJeremyPeirce1
Discover the top mailing list providers in the USA, offering targeted lists, segmentation, and analytics to optimize your marketing campaigns and drive engagement.
At Techbox Square, in Singapore, we're not just creative web designers and developers, we're the driving force behind your brand identity. Contact us today.
How to Implement a Real Estate CRM SoftwareSalesTown
To implement a CRM for real estate, set clear goals, choose a CRM with key real estate features, and customize it to your needs. Migrate your data, train your team, and use automation to save time. Monitor performance, ensure data security, and use the CRM to enhance marketing. Regularly check its effectiveness to improve your business.
Company Valuation webinar series - Tuesday, 4 June 2024FelixPerez547899
This session provided an update as to the latest valuation data in the UK and then delved into a discussion on the upcoming election and the impacts on valuation. We finished, as always with a Q&A
Structural Design Process: Step-by-Step Guide for BuildingsChandresh Chudasama
The structural design process is explained: Follow our step-by-step guide to understand building design intricacies and ensure structural integrity. Learn how to build wonderful buildings with the help of our detailed information. Learn how to create structures with durability and reliability and also gain insights on ways of managing structures.
Plan Now to Delight & Retain Year-End Givers_Bloomerang.pdf
1. Plan Now to Delight and Retain
Year-End Givers!
FUNDRAISING TRANSFORMED | NOVEMBER 2022
WITH TAMMY ZONKER
2. Plan Now to Delight and Retain Year-End Givers
Our goals today
1. Understand the current state of U.S. donor retention
2. Quantify the lifetime value of retaining donors
3. Explore ways for your donors to feel the joy of giving
4. Learn from real-life examples of donor delight
5. Equip you to plan your 2023 donor delight calendar!
3. DR. ADRIAN SARGEANT, CO-FOUNDER
INSTITUTE FOR SUSTAINABLY PHILANTHROPY
“Retention of long-time donors is
now particularly weak and driving
down overall retention rates.”
https://www.philanthropy-institute.org.uk/loyalty-meets-philpsych
4. U.S. Donor retention reporting January – June 2022
http://www.afpfep.org/
AFP Fundraising Effectiveness Project
Plan Now to Delight and Retain Year-End Givers
5. JAY LOVE, BLOOMERANG CO-FOUNDER
& CHIEF RELATIONSHIP OFFICER
“Improving donor retention rates by
just 10% can increase the lifetime value
of your donor file by 150-to-200%.”
6. 6
New Research from the Institute for Sustainable Philanthropy
LOYALTY MEETS PHILANTHROPIC PSYCHOLOGY:
A NEW APPROACH TO SUPPORTER RETENTION
Adrian Sargeant, Kathryn Edworthy and Jen Shang - October 2022
https://www.philanthropy-institute.org.uk/loyalty-meets-philpsych
Plan Now to Delight and Retain Year-End Givers
7. 7
Four factors that drive donor attrition
1. Recognition – Donors were significantly more likely to quit if the recognition
offered to them was seen as inappropriate or insufficient given the size and nature
of the gift.
2. Personal Benefit vs Altruism – Donors motivated by personal benefit were
significantly more likely to lapse than those motivated by altruism.
3. Pressure – Donors who felt significant pressure to make a gift were likely to lapse.
4. Service Quality – Donor satisfaction with the quality of service provided by the
fundraising department significantly impacts retention. Donors with more favorable
satisfaction were significantly more likely to be loyal.
Plan Now to Delight and Retain Year-End Givers
Adrian Sargeant, Kathryn Edworthy and Jen Shang - October 2022
https://www.philanthropy-institute.org.uk/loyalty-meets-philpsych
8. 1. Satisfaction
2. Trust
3. Commitment
The underlying donor feelings that drive gift renewals
Plan Now to Delight and Retain Year-End Givers
Adrian Sargeant, Kathryn Edworthy and Jen Shang - October 2022
https://www.philanthropy-institute.org.uk/loyalty-meets-philpsych
9. 1. Satisfaction
The factors that drive donor loyalty
• A donor’s overall evaluation of an experience to date.
• Comparison of expectations and perceptions of the actual experience.
• We only experience satisfaction when our experiences meet or exceeds
our expectations.
Plan Now to Delight and Retain Year-End Givers
Adrian Sargeant, Kathryn Edworthy and Jen Shang - October 2022
https://www.philanthropy-institute.org.uk/loyalty-meets-philpsych
10. 1. Satisfaction Surveys
The factors that drive donor loyalty
• Five questions or less
• Sent electronically
• Strategically timed to recent experience
• Ask qualitative questions to measures satisfaction
Plan Now to Delight and Retain Year-End Givers
11. 1. Satisfaction Survey Measurement
The factors that drive donor loyalty
Q: How satisfied are you on a five-point scale?
1 = Very Dissatisfied
2 = Dissatisfied
3 = No Opinion / Neutral
4 = Satisfied
5 = Very Satisfied
Plan Now to Delight and Retain Year-End Givers
12. 2. Trust
The factors that drive donor loyalty
• Trust is built when the nonprofit is seen to exercise good judgement and
delivering good quality service through high-quality front-line employees.
• Levels of trust drive giving behavior.
Plan Now to Delight and Retain Year-End Givers
Adrian Sargeant, Kathryn Edworthy and Jen Shang - October 2022
https://www.philanthropy-institute.org.uk/loyalty-meets-philpsych
13. 1. Trust Survey Questions (Check all that apply)
The factors that drive donor loyalty
q I trust XYZ to use funds appropriately
q I trust XYZ to deliver on its promises
q I trust XYZ to be transparent and truthful
q I trust XYZ to live their values of integrity, respect for all, and dedication
q I trust XYZ to use good and ethical judgement in all matters
Plan Now to Delight and Retain Year-End Givers
14. 1. Trust Survey Measurement
The factors that drive donor loyalty
Q: How likely are you to refer XYZ to a friend? (Check one)
1 = Very Unlikely
2 = Unlikely
3 = No Opinion / Neutral
4 = Likely
5 = Very Likely
Plan Now to Delight and Retain Year-End Givers
15. 2. How to Build Trust
• Communicate the outcomes and achievements of program participants.
• Honoring promises made to donors about how contributions would be used.
• Demonstrating the values your organization espouses.
• Ensuring communications match donor expectations in respect to content,
frequency and quality.
• Ensuring two-way communication, engaging donor in dialogue about the service
they can expect as supporters and the services to program participants.
• Ensuring staff are trained in customer service and have knowledge and skills
to effectively respond to inquiries effectively, promptly and courteously.
• Focus on people, not on their money.
The factors that drive donor loyalty
Plan Now to Delight and Retain Year-End Givers
Adrian Sargeant, Kathryn Edworthy and Jen Shang - October 2022
https://www.philanthropy-institute.org.uk/loyalty-meets-philpsych
16. 16
The factors that drive donor loyalty
1. Accurate, timely and meaningful gift
acknowledgment letters
2. Regular e-newsletters and newsletters
3. Impact reports (outcomes + stories)
4. Donor visits
5. Small group gatherings & Town Halls
6. Short surveys
2. Tools For Building Trust
7. Courageous conversations
8. Transparency
9. Donor-centricity + Community-centricity
10. Dr. Jen Shang’s 9 Moral Adjectives
11. Communication aligned with donor-identity
12. Unexpected delighters!
Plan Now to Delight and Retain Year-End Givers
Adrian Sargeant, Kathryn Edworthy and Jen Shang - October 2022
https://www.philanthropy-institute.org.uk/loyalty-meets-philpsych
17.
18. Affinity Survey
Example
• 5 Questions or fewer
• Avoid leading questions
• Avoid two-part questions
• Use the data to personalize the
donor experience
• Thank donors for taking the survey
21. FUNDRAISING
TRANSFORMED
21
EXAMPLE: SPCA Donor Survey
3. What animal welfare issues are you most interested in?
(Check all that apply)
q Fighting animal cruelty
q Helping homeless animals
q Protecting horses
q Farm animal welfare
Other:
22. FUNDRAISING
TRANSFORMED
22
EXAMPLE: SPCA Donor Survey
4. What actions do you currently take or plan to take to help animals?
(Check all that apply)
q Donate to animal charities
q Grassroots advocacy
q Volunteer at local shelters
q Fundraise for animals
q Spread the word on social media
Other:
23. Impact Report Example
• Inspiring theme rooted in gratitude
• Conveys impact
• Success Stories
• Quotes from program participants
• High level financials
• Donor-centered messaging
• Community-centered messaging
• Call to action
24.
25.
26.
27.
28.
29.
30.
31.
32. 3. Commitment
The factors that drive donor loyalty
In charitable giving, commitment measures donor’s passion to see the
mission of the organization succeed and their personal commitment to
that end.
Unlike satisfaction and trust, commitment is a forward-looking construct.
Plan Now to Delight and Retain Year-End Givers
Adrian Sargeant, Kathryn Edworthy and Jen Shang - October 2022
https://www.philanthropy-institute.org.uk/loyalty-meets-philpsych
33. 3. Commitment
The factors that drive donor loyalty
Two Types of Commitment in Nonprofit Sector
1. Passive Commitment
2. Active Commitment
Plan Now to Delight and Retain Year-End Givers
Adrian Sargeant, Kathryn Edworthy and Jen Shang - October 2022
https://www.philanthropy-institute.org.uk/loyalty-meets-philpsych
34. 3. Commitment
The factors that drive donor loyalty
Two Types of Commitment in Nonprofit Sector
1. Passive Commitment – individual who continue their support not
because they feel strongly about the work of the organization, but
because they feel it is the “right thing to do.”
Another form of passive commitment is when a recurring donor
appearing to be a loyal supporter is only continuing their support
because they haven’t gotten around to cancelling or had forgotten
they were still giving.
Plan Now to Delight and Retain Year-End Givers
Adrian Sargeant, Kathryn Edworthy and Jen Shang - October 2022
https://www.philanthropy-institute.org.uk/loyalty-meets-philpsych
35. 3. Commitment
The factors that drive donor loyalty
Two Types of Commitment in Nonprofit Sector
2. Active Commitment – donors with an enduring passion for the
organization’s work.
Plan Now to Delight and Retain Year-End Givers
Adrian Sargeant, Kathryn Edworthy and Jen Shang - October 2022
https://www.philanthropy-institute.org.uk/loyalty-meets-philpsych
36. 36
The factors that drive donor loyalty
Seven Drivers of Active Commitment
1. Service Quality – has a direct impact on loyalty, and an indirect impact on a favorable sense of
commitment.
2. Risk – does the donor believe their gift has a direct impact on a program participant?
3. Shared Beliefs – if a donor shares the vision of the world the nonprofit wants to see, and how this work
should be delivered, they will be a great deal more committed.
4. Learning – donors who perceive they are being taken on a journey that deepens their understanding of
the organization and the work will demonstrate higher levels of loyalty.
5. Trust – donors who believe the org., will achieve their intended impact, will be more loyal.
6. Personal Link – those donors with a personal connection to the work, will be more loyal.
7. Multiple Engagements – those with multiple points of engagement are more loyal.
Plan Now to Delight and Retain Year-End Givers
Adrian Sargeant, Kathryn Edworthy and Jen Shang - October 2022
https://www.philanthropy-institute.org.uk/loyalty-meets-philpsych
40. POLL: How would you rate your case for support?
A: Our case for support is emotional and compelling.
B: Our case for support is just okay.
C: Our case for support needs a major re-write.
D: We don’t have a written case for support.
E: Hey, I’m new here!
Creating a Case for Support: Turning Doubters into Donors
43. The factors that drive donor loyalty
Plan Now to Delight
& Retain Year-End Givers
44. The factors that drive donor loyalty
• INSERT EXAMPLE DONOR ENGAGEMENT ACTIVITIES THAT DRIVE
COMMITMENT
Plan Now to Delight and Retain Year-End Givers
45. The factors that drive donor loyalty
• INSERT EXAMPLE DONOR ENGAGEMENT ACTIVITIES THAT DRIVE
COMMITMENT
Plan Now to Delight and Retain Year-End Givers
48. 1. Commitment Survey Questions (Check all that apply)
The factors that drive donor loyalty
Q: How committed are you to XYZ?
q XYZ is my favorite charity.
q XYZ is in my top 3 favorite charities.
q I am very committed to XYZ.
q The work of XYZ is very important to me.
q I am committed to this cause, but not XYZ charity specifically.
Plan Now to Delight and Retain Year-End Givers
49. 49
Create a donor delight plan and calendar for 2023!
1. Identify segments of donors to delight:
• First-time donors
• Monthly recurring donors
• Affinity Circle donors
• Long-time donors
• Middle gift value donors
• Major gift value donors
• Legacy commitment donors
Plan Now to Delight and Retain Year-End Givers
50. 50
Create a donor delight plan and calendar for 2023!
2. Make a list of your delighter tools:
• Surveys (affinity, satisfaction, trust and commitment)
• Impact reports (outcomes and stories)
• Video and/or video messaging
• SMS text messaging (thanking, showcasing the work, taking the donor to the scene, etc.)
• E-newsletters & Newsletters
• Visits & Gatherings (town halls, private receptions, listening sessions, etc.)
• Handwritten notes, cards, phone calls, invitations to engage, thank-a-thons, etc.
Plan Now to Delight and Retain Year-End Givers
51. 51
Create a donor delight plan and calendar for 2023!
3. Create a master calendar identifying all events, campaigns and solicitations by segment
• Multichannel appeals (direct mail, email, social, etc.)
• Fundraising events (gala, gold, thons, etc.)
• Special Campaigns (monthly recurring giving, legacy gifts, anniversary or milestone events, etc.)
4. Overlay non-ask donor delighter engagement by segment to ensure a 3:1 or greater delight to
solicitation ratio
5. Identify which teammates will primarily be accountable for delighter strategy by segment,
campaign or portfolio
6. Determine measurable goals, metrics and a create dashboard for each
7. Rally your team of staff and volunteers to help execute the plan
8. Map strategy and plan to budget
Plan Now to Delight and Retain Year-End Givers
52. 52
Tools to inspire donor delight!
Top 5 Free Survey Tools
1. Google Forms
2. SurveyMonkey
3. Typeform
4. SurveyPlanet
5. Crowdsignal
Top Video Messaging Tools
1. BombBomb
2. VideoAsk
3. ThankView
Top SMS Tools
1. Kindful
2. Tatango
3. SimpleTexting
4. Qgiv
5. Twilio
Plan Now to Delight and Retain Year-End Givers
53. “Focus on people,
not their money.”
DR. JEN SHANG, CO-FOUNDER
INSTITUTE FOR SUSTAINABLE PHILANTHROPY
55. 55
55
TRANSFORM YOUR FUNDRAISING. TRANSFORM YOUR WORLD.
TRANSFORM YOUR FUNDRAISING. TRANSFORM YOUR WORLD.
TRANSFORM YOUR FUNDRAISING. TRANSFORM YOUR WORLD.
How will you delight and
retain your donors?
56. 56
56
TRANSFORM YOUR FUNDRAISING. TRANSFORM YOUR WORLD.
TRANSFORM YOUR FUNDRAISING. TRANSFORM YOUR WORLD.
TRANSFORM YOUR FUNDRAISING. TRANSFORM YOUR WORLD.
Q&A