http://afpfc.com/
The Future of Fundraising: Important and Emerging Trends and Innovations
Saturday, April 29 - 8:00am to 5:30pm
Speakers: Steven Shattuck, with special guest Daryl Upsall, FInstF
What does the future hold for nonprofits and fundraising? It seems like every day new technology and innovations emerge, and it can be difficult for even the most savvy fundraiser to keep up. Join us for an interactive discussion about what's new and different, as well as what hasn't changed. We'll discuss the implications of new tools, trends, and innovations that help nonprofits work smarter, not harder, including:
- What will always work in fundraising, and how it is being enhanced by new technologies;
- Tactics for digital stewardship and conversion rate optimization;
- Exciting new innovations with social media, mobile, gamification, and augmented reality;
- And more!
NCDC The Future of Fundraising: Important and Emerging Trends and InnovationsBloomerang
What does the future hold for nonprofits and fundraising? It seems like every day new technology and innovations emerge, and it can be difficult for even the most savvy fundraiser to keep up. Join us for an interactive discussion about what's new, different, and what hasn't changed in the world of nonprofit fundraising. Discover the implications of new tools, trends, and innovations that help nonprofits work smarter, not harder.
In this workshop you’ll learn:
Proven strategies that work in fundraising, and how they are enhanced by new technologies
Tactics for digital stewardship and conversion rate optimization
Exciting new innovations with social media, mobile, gamification, and augmented reality
An Introduction to Donor Data SegmentationBloomerang
This document discusses donor data segmentation strategies for retaining donors. It provides examples of segmenting donors based on factors like recency, frequency, amount of gifts, and engagement signals. Key segments discussed include first-time donors, monthly donors, lapsed donors, volunteers who haven't donated, donors who provide feedback, and social media users. For each segment, tailored communication and stewardship strategies are recommended to improve donor retention.
Maximizing Your Donor Database for Fundraising Success with Steven Shattuck ...Bloomerang
https://bloomerang.co/resources/speaking/
Within your donor database lies untold lifetime value. Unfortunately, many nonprofits fail to properly nurture and steward their donors, and are content with high acquisition and high churn.
Why let this enormous asset go underutilized?
In this session, we will cover the tenets of effective database management, no matter what program or vendor you use. We will show examples of best practices in data management, communication segmenting, engagement tracking and reporting in order to help your team work smarter, not harder.
Learning Outcomes:
An overview of the donor database product landscape
Be familiar with data management techniques that maximize the capabilities of your database and increase productivity
Understand segmenting strategies lead to higher response rates from your donor communications
Learn how to generate meaningful reports that will impact your internal procedures
The Art and Science of Retaining Digital Donors (AFP DC 2018)Bloomerang
1. Steven Shattuck is a chief engagement officer and co-founder of nonprofit organizations focused on fundraising and philanthropy.
2. The document discusses strategies for improving donor retention rates, including thanking donors quickly through email and mail, communicating the impact of donations, and soliciting feedback from donors.
3. Effective donor retention practices include segmenting acknowledgments based on donation amount, providing timely impact reports, and keeping communication lines open long-term.
Prospect Research for People Who Hate Prospect ResearchBloomerang
https://bloomerang.co/resources/speaking/
Let's face it: prospect research can be creepy. Wealth screening tools, social media, and good-old-fashioned Google searches can only get you so far. Even if you do find a rich stranger in your area, there's no guarantee that they'll drop a million bucks in your lap.
In this session, we'll explore prospect research strategies that build deeper, more meaningful relationships with donors. Participants will learn engagement strategies that enhance existing relationships, as well as uncover those with a propensity to give to your organization for the first time.
Learning objectives:
how to get to know the donors you already have (and why you should want to)
what donors actually want from you
what factors signal a likelihood that a donor will give to your organization
how to find prospective donors that are right under your noses
how to leverage current donors to acquire new donors
strategies for re-activating lapsed donors
Festival 2014 - Moving from Major to Mega Donors abcrABCR
This document discusses strategies for moving fundraising efforts from major donors to mega donors. It emphasizes building long-term relationships through trust, involvement and stewardship. Key points include spending significant time cultivating top donors through various engagement activities over many years before making large asks. Mega donors want to leverage their gifts and be deeply involved in an organization's work and vision for impact. Advance preparation is critical to attracting and retaining mega donors.
Building a Pipeline of Major Donors: 5 Key Metrics for SuccessBloomerang
https://bloomerang.co/resources/webinars/
Join Terry Axelrod to learn Benevon’s metrics-based, high-touch process for building a pipeline of mission-focused major donors who will, in turn, introduce others.
These are the slides from the Council of Heritage Organizations of Ottawa (CHOO) prepared by Jenny MItchell of Chavender, a fundraising consulting business in Ottawa.
NCDC The Future of Fundraising: Important and Emerging Trends and InnovationsBloomerang
What does the future hold for nonprofits and fundraising? It seems like every day new technology and innovations emerge, and it can be difficult for even the most savvy fundraiser to keep up. Join us for an interactive discussion about what's new, different, and what hasn't changed in the world of nonprofit fundraising. Discover the implications of new tools, trends, and innovations that help nonprofits work smarter, not harder.
In this workshop you’ll learn:
Proven strategies that work in fundraising, and how they are enhanced by new technologies
Tactics for digital stewardship and conversion rate optimization
Exciting new innovations with social media, mobile, gamification, and augmented reality
An Introduction to Donor Data SegmentationBloomerang
This document discusses donor data segmentation strategies for retaining donors. It provides examples of segmenting donors based on factors like recency, frequency, amount of gifts, and engagement signals. Key segments discussed include first-time donors, monthly donors, lapsed donors, volunteers who haven't donated, donors who provide feedback, and social media users. For each segment, tailored communication and stewardship strategies are recommended to improve donor retention.
Maximizing Your Donor Database for Fundraising Success with Steven Shattuck ...Bloomerang
https://bloomerang.co/resources/speaking/
Within your donor database lies untold lifetime value. Unfortunately, many nonprofits fail to properly nurture and steward their donors, and are content with high acquisition and high churn.
Why let this enormous asset go underutilized?
In this session, we will cover the tenets of effective database management, no matter what program or vendor you use. We will show examples of best practices in data management, communication segmenting, engagement tracking and reporting in order to help your team work smarter, not harder.
Learning Outcomes:
An overview of the donor database product landscape
Be familiar with data management techniques that maximize the capabilities of your database and increase productivity
Understand segmenting strategies lead to higher response rates from your donor communications
Learn how to generate meaningful reports that will impact your internal procedures
The Art and Science of Retaining Digital Donors (AFP DC 2018)Bloomerang
1. Steven Shattuck is a chief engagement officer and co-founder of nonprofit organizations focused on fundraising and philanthropy.
2. The document discusses strategies for improving donor retention rates, including thanking donors quickly through email and mail, communicating the impact of donations, and soliciting feedback from donors.
3. Effective donor retention practices include segmenting acknowledgments based on donation amount, providing timely impact reports, and keeping communication lines open long-term.
Prospect Research for People Who Hate Prospect ResearchBloomerang
https://bloomerang.co/resources/speaking/
Let's face it: prospect research can be creepy. Wealth screening tools, social media, and good-old-fashioned Google searches can only get you so far. Even if you do find a rich stranger in your area, there's no guarantee that they'll drop a million bucks in your lap.
In this session, we'll explore prospect research strategies that build deeper, more meaningful relationships with donors. Participants will learn engagement strategies that enhance existing relationships, as well as uncover those with a propensity to give to your organization for the first time.
Learning objectives:
how to get to know the donors you already have (and why you should want to)
what donors actually want from you
what factors signal a likelihood that a donor will give to your organization
how to find prospective donors that are right under your noses
how to leverage current donors to acquire new donors
strategies for re-activating lapsed donors
Festival 2014 - Moving from Major to Mega Donors abcrABCR
This document discusses strategies for moving fundraising efforts from major donors to mega donors. It emphasizes building long-term relationships through trust, involvement and stewardship. Key points include spending significant time cultivating top donors through various engagement activities over many years before making large asks. Mega donors want to leverage their gifts and be deeply involved in an organization's work and vision for impact. Advance preparation is critical to attracting and retaining mega donors.
Building a Pipeline of Major Donors: 5 Key Metrics for SuccessBloomerang
https://bloomerang.co/resources/webinars/
Join Terry Axelrod to learn Benevon’s metrics-based, high-touch process for building a pipeline of mission-focused major donors who will, in turn, introduce others.
These are the slides from the Council of Heritage Organizations of Ottawa (CHOO) prepared by Jenny MItchell of Chavender, a fundraising consulting business in Ottawa.
Marketing and Fundraising: Together at Last!Bloomerang
https://bloomerang.co/resources/webinars/
Assuring fundraising and marketing are strategically aligned, not siloed, has become an essential role of nonprofit leadership in the 21st century. Claire Axelrad, J.D., CFRE will look at hard questions to be asked and answered to be sustainable in a post-digital economy.
The use of digital media as a communications and fundraising tool is has become essential for nonprofit organization, but does your organization have a clear understanding and plan of the role online communications plays in raising funds? Learning ways to leverage multichannel communications for your cultivation and stewardship strategies will benefit your bottom line and better serve your mission.
• Understand the strategic role online communications plays in fund development. Investigate options for using digital media as a fundraising tool.
• Learn the role of social media in the fundraising process.
Develop online engagement strategies for organizational staff, board members, volunteers and current donors.
This document discusses strategies for developing mid-level donor stewardship programs. It notes that traditional fundraising focuses on annual gifts and major gifts, leaving a "giving gap" for mid-level donors. An effective mid-level strategy uses donor intelligence from both passive and active data to understand donor interests and determine tailored engagement approaches. It also outlines key steps like analyzing the current situation, identifying potential mid-level donors, developing tailored strategies, establishing metrics and timelines, and creating accountability. The strategy should be donor-centric, data-driven, and integrated across channels to build long-term donor relationships.
How to attract and retain the female investor-for the Financial AdvisorAndrea R. Nierenberg
The document discusses strategies for financial advisors to attract and better serve female clients. It notes that women will control most of the wealth in the future as more take on traditional male roles. Advisors are encouraged to learn how different types of women have different financial needs and life priorities. The document provides tips for advisors such as listening more, educating clients, and celebrating clients' personal and financial accomplishments to build strong relationships and gain referrals.
The Art and Science of Volunteer DevelopmentBloomerang
https://bloomerang.co/resources/webinars/
Engaging volunteers effectively provides a real benefit to your organization. Active involvement enriches volunteers and helps them feel they are making a difference. Money often follows involvement.
In this webinar, Jeff Jowdy will give an overview of how to implement or improve an effective volunteer program.
Attendees will learn:
What a positive volunteer experience is
The benefits of a volunteer program to your nonprofit
The benefits of volunteering for the volunteer
This document discusses developing an internet strategy that supports an organization's offline business strategy. It emphasizes assessing audiences, prioritizing them based on objectives, and treating them differently. An example is provided of Easter Seals prioritizing potential donors, prospective clients, and referral networks as high priorities to attract new, younger donors and assist more client prospects. The document provides a checklist for developing an internet strategy that includes reviewing business plans, prioritizing audiences, securing leadership support, committing stakeholders, inventorying audience needs online, and investing in people and tools.
Stammer Stutter Pause: How to Start the Planned Giving ConversationKatherine Swank
Planned gifts have often been thought of as the private purview of credentialed development, legal, and financial professionals. With terms like “present value methodology,” “four-tier system of taxation,” and “current IRS-mandated discount rate,” it’s no wonder why many of us feel this way and hesitate to enter into discussions about planned gifts. Studies and talks with donors, however, remind us that the tax benefits of making planned gifts are not the primary reason they are made. Donors want to make a difference in the world they live in, both now and in the future. Conversations about planned gifts are easy if you understand human nature and understand the basics of carrying on a conversation. Throw out the law school admissions form on your desk and learn to talk with donors about their dreams and wishes for your organization with ease!
Presentation conceived, researched, written and delivered by Katherine Swank, J.D., October 2013.
This presentation provides tips and tools to help nonprofit organizations develop relationships with funders. It focuses on building relationships with corporate funders, how to solidify relationships by providing added value, strategically communicating to capture a funder's attention and building a communication plan.
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
Acting Together to Build Nonprofit CapacityVolunteerMatch
In this session from the 2015 VolunteerMatch Summit, participants learned about a new national volunteerism initiative entitled Hunger Volunteer Connection. Six national organizations and the founding sponsor, ConAgra Foods Foundation, have come together to ignite and catapult volunteering in the hunger space by creating a national call to action and providing training opportunities focused on strategic volunteer activities for volunteers and organizations fighting hunger across the country.
How have these seven organizations been able to rally around a common goal? What makes this initiative different from other national volunteer efforts? How has the group worked together to successfully overcome hurdles? The presenters will address these pivotal questions about partnership and collaboration, and share the value of coming together to achieve greater results. Participants will also learn about a key signature tool created to support this effort and explore the initiative’s companion website: www.hungervolunteerconnection.org.
P&G Alumni Network Atlanta Chapter April 20 ProgramFortuneCMO, LLC
This document provides an overview of an event focused on innovation best practices. The event will feature a panel discussion with several entrepreneurs and innovators who will share their experiences and lessons learned. The goal is to uncover 20 best practices that attendees can apply to their own businesses. The event will be navigated by 6 "pilots" from diverse backgrounds. It will include definitions of innovation, frameworks for developing an innovative culture, and strategies for bringing innovation into companies. Attendees will have opportunities to ask questions of the panelists. [END SUMMARY]
Data Bytes or Data Bites? Using Data for Planned GivingKatherine Swank
Katherine Swank presented on using data for planned giving. She discussed:
1) Different ways data can be used including descriptive statistics, predictive modeling, and benchmarking.
2) The importance of data quality and types of data that are most predictive for planned gifts like giving history, income, and affiliations.
3) Methods for identifying prospective planned giving donors ranging from basic analyses to more sophisticated statistical analyses through vendors.
4) Examples of how to develop multi-year plans to improve data collection, analytics, and outreach over time.
The document discusses strategies for developing mid-level donor stewardship programs. It outlines analyzing the current donor landscape, identifying potential mid-level donors and their interests, developing tailored stewardship strategies, establishing metrics for success, and creating accountability. The strategies should be donor intelligence driven, integrated across channels, personalized yet high-tech. Examples of implementation plans and tactics are also provided.
From the Inside Out: Creating a Culture of Volunteer EngagementVolunteerMatch
Are the things you value and believe about volunteers reflected in your organization’s culture? Too often volunteers are thought of as a “nice to have” rather than a critical component to success. If there’s a lack of understanding of the real value volunteers bring to your organization, or if you want to consciously develop a culture that welcomes volunteers this workshop will help you work within your organization to create real inclusion and understanding of the work volunteers do.
This document summarizes a presentation on innovation and experimentation by foundations. It discusses programs from the ASAE Foundation, including an innovation grant program. It outlines how the PCMA Education Foundation engages volunteers in a philanthropy council rather than capital campaigns. It also describes how the Foundation for Community Association Research created a mobile app for conference research. The presentation then solicits ideas from attendees on increasing innovation, diversifying revenue sources, and engagement techniques like micro-volunteering.
Exploring Cryptocurrency: Introducing New Giving Methods to Your NonprofitBloomerang
This document discusses how nonprofits can explore cryptocurrency fundraising opportunities. It covers how major gift demographics are changing with more millennial donors and appreciated assets like cryptocurrency. It recommends adapting donor relations to accept cryptocurrency gifts through secure third parties. The document defines cryptocurrency and blockchain technology, discusses targeting existing crypto donors, and reviews options for crypto fundraising through self-custody, exchanges, or donation platforms. The overall message is that nonprofits can tap into cryptocurrency donors by implementing a professional and secure acceptance solution.
Maximize Your Database for Fundraising SuccessBloomerang
Within your donor database lies untold lifetime value. Unfortunately, many nonprofits fail to properly nurture and steward their donors, and are content with high acquisition and high churn.
Why let this enormous asset go underutilized?
In this session, we will cover the tenets of effective database management, no matter what program or vendor you use. We will show examples of best practices in data management, communication segmenting, engagement tracking and reporting in order to help your team work smarter, not harder.
Learning Outcomes:
- Be familiar with data management techniques that maximize the capabilities of your database and increase productivity
- Understand segmenting strategies lead to higher response rates from your donor communications
- Learn how to generate meaningful reports that will impact your internal procedures
Fundraising Ireland: Building a Fundraising Strategy - first stepsRonanDRyan
This document provides guidance on developing a fundraising strategy. It recommends conducting market, competitor and organizational analyses to understand the context. Key elements to address include crafting a compelling case for support, understanding available resources, and selecting appropriate fundraising channels. The document advocates developing recommendations tailored to the organization's strengths and investing in activities that maximize existing brand value. It stresses the importance of documenting the strategy, securing feedback, presenting to the board, and implementing fundraising plans.
Nonprofit Videos (on a Budget) that Engage and Retain Donors - AFPFC 2018Bloomerang
http://afpfc.com/
Up until recently, high-quality video production has been a luxury available only to the largest nonprofits. Now, even the smallest charity on a budget can create a compelling and authentic video that moves the needle for their fundraising goals. In this workshop, we will make recommendations for crafting an effective, integrated and low-cost video strategy resulting in content that will resonate with your donors, volunteers and other stakeholders.
Share the Love - Center for Nonprofit Resources Toledo - 2017Bloomerang
This document summarizes a presentation about using social media to show gratitude and engage donors. It discusses focusing social media content on appreciation, advocacy, and appeals ("The Three As"). Appreciation content, such as thanking donors and volunteers, is most effective for engagement. Advocacy content educates audiences about an organization's cause and impact. Appeals content directly asks for help through calls to action. The presentation provides tips for creating appreciation, advocacy, and appeals content and engaging audiences on social media.
Marketing and Fundraising: Together at Last!Bloomerang
https://bloomerang.co/resources/webinars/
Assuring fundraising and marketing are strategically aligned, not siloed, has become an essential role of nonprofit leadership in the 21st century. Claire Axelrad, J.D., CFRE will look at hard questions to be asked and answered to be sustainable in a post-digital economy.
The use of digital media as a communications and fundraising tool is has become essential for nonprofit organization, but does your organization have a clear understanding and plan of the role online communications plays in raising funds? Learning ways to leverage multichannel communications for your cultivation and stewardship strategies will benefit your bottom line and better serve your mission.
• Understand the strategic role online communications plays in fund development. Investigate options for using digital media as a fundraising tool.
• Learn the role of social media in the fundraising process.
Develop online engagement strategies for organizational staff, board members, volunteers and current donors.
This document discusses strategies for developing mid-level donor stewardship programs. It notes that traditional fundraising focuses on annual gifts and major gifts, leaving a "giving gap" for mid-level donors. An effective mid-level strategy uses donor intelligence from both passive and active data to understand donor interests and determine tailored engagement approaches. It also outlines key steps like analyzing the current situation, identifying potential mid-level donors, developing tailored strategies, establishing metrics and timelines, and creating accountability. The strategy should be donor-centric, data-driven, and integrated across channels to build long-term donor relationships.
How to attract and retain the female investor-for the Financial AdvisorAndrea R. Nierenberg
The document discusses strategies for financial advisors to attract and better serve female clients. It notes that women will control most of the wealth in the future as more take on traditional male roles. Advisors are encouraged to learn how different types of women have different financial needs and life priorities. The document provides tips for advisors such as listening more, educating clients, and celebrating clients' personal and financial accomplishments to build strong relationships and gain referrals.
The Art and Science of Volunteer DevelopmentBloomerang
https://bloomerang.co/resources/webinars/
Engaging volunteers effectively provides a real benefit to your organization. Active involvement enriches volunteers and helps them feel they are making a difference. Money often follows involvement.
In this webinar, Jeff Jowdy will give an overview of how to implement or improve an effective volunteer program.
Attendees will learn:
What a positive volunteer experience is
The benefits of a volunteer program to your nonprofit
The benefits of volunteering for the volunteer
This document discusses developing an internet strategy that supports an organization's offline business strategy. It emphasizes assessing audiences, prioritizing them based on objectives, and treating them differently. An example is provided of Easter Seals prioritizing potential donors, prospective clients, and referral networks as high priorities to attract new, younger donors and assist more client prospects. The document provides a checklist for developing an internet strategy that includes reviewing business plans, prioritizing audiences, securing leadership support, committing stakeholders, inventorying audience needs online, and investing in people and tools.
Stammer Stutter Pause: How to Start the Planned Giving ConversationKatherine Swank
Planned gifts have often been thought of as the private purview of credentialed development, legal, and financial professionals. With terms like “present value methodology,” “four-tier system of taxation,” and “current IRS-mandated discount rate,” it’s no wonder why many of us feel this way and hesitate to enter into discussions about planned gifts. Studies and talks with donors, however, remind us that the tax benefits of making planned gifts are not the primary reason they are made. Donors want to make a difference in the world they live in, both now and in the future. Conversations about planned gifts are easy if you understand human nature and understand the basics of carrying on a conversation. Throw out the law school admissions form on your desk and learn to talk with donors about their dreams and wishes for your organization with ease!
Presentation conceived, researched, written and delivered by Katherine Swank, J.D., October 2013.
This presentation provides tips and tools to help nonprofit organizations develop relationships with funders. It focuses on building relationships with corporate funders, how to solidify relationships by providing added value, strategically communicating to capture a funder's attention and building a communication plan.
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
Acting Together to Build Nonprofit CapacityVolunteerMatch
In this session from the 2015 VolunteerMatch Summit, participants learned about a new national volunteerism initiative entitled Hunger Volunteer Connection. Six national organizations and the founding sponsor, ConAgra Foods Foundation, have come together to ignite and catapult volunteering in the hunger space by creating a national call to action and providing training opportunities focused on strategic volunteer activities for volunteers and organizations fighting hunger across the country.
How have these seven organizations been able to rally around a common goal? What makes this initiative different from other national volunteer efforts? How has the group worked together to successfully overcome hurdles? The presenters will address these pivotal questions about partnership and collaboration, and share the value of coming together to achieve greater results. Participants will also learn about a key signature tool created to support this effort and explore the initiative’s companion website: www.hungervolunteerconnection.org.
P&G Alumni Network Atlanta Chapter April 20 ProgramFortuneCMO, LLC
This document provides an overview of an event focused on innovation best practices. The event will feature a panel discussion with several entrepreneurs and innovators who will share their experiences and lessons learned. The goal is to uncover 20 best practices that attendees can apply to their own businesses. The event will be navigated by 6 "pilots" from diverse backgrounds. It will include definitions of innovation, frameworks for developing an innovative culture, and strategies for bringing innovation into companies. Attendees will have opportunities to ask questions of the panelists. [END SUMMARY]
Data Bytes or Data Bites? Using Data for Planned GivingKatherine Swank
Katherine Swank presented on using data for planned giving. She discussed:
1) Different ways data can be used including descriptive statistics, predictive modeling, and benchmarking.
2) The importance of data quality and types of data that are most predictive for planned gifts like giving history, income, and affiliations.
3) Methods for identifying prospective planned giving donors ranging from basic analyses to more sophisticated statistical analyses through vendors.
4) Examples of how to develop multi-year plans to improve data collection, analytics, and outreach over time.
The document discusses strategies for developing mid-level donor stewardship programs. It outlines analyzing the current donor landscape, identifying potential mid-level donors and their interests, developing tailored stewardship strategies, establishing metrics for success, and creating accountability. The strategies should be donor intelligence driven, integrated across channels, personalized yet high-tech. Examples of implementation plans and tactics are also provided.
From the Inside Out: Creating a Culture of Volunteer EngagementVolunteerMatch
Are the things you value and believe about volunteers reflected in your organization’s culture? Too often volunteers are thought of as a “nice to have” rather than a critical component to success. If there’s a lack of understanding of the real value volunteers bring to your organization, or if you want to consciously develop a culture that welcomes volunteers this workshop will help you work within your organization to create real inclusion and understanding of the work volunteers do.
This document summarizes a presentation on innovation and experimentation by foundations. It discusses programs from the ASAE Foundation, including an innovation grant program. It outlines how the PCMA Education Foundation engages volunteers in a philanthropy council rather than capital campaigns. It also describes how the Foundation for Community Association Research created a mobile app for conference research. The presentation then solicits ideas from attendees on increasing innovation, diversifying revenue sources, and engagement techniques like micro-volunteering.
Exploring Cryptocurrency: Introducing New Giving Methods to Your NonprofitBloomerang
This document discusses how nonprofits can explore cryptocurrency fundraising opportunities. It covers how major gift demographics are changing with more millennial donors and appreciated assets like cryptocurrency. It recommends adapting donor relations to accept cryptocurrency gifts through secure third parties. The document defines cryptocurrency and blockchain technology, discusses targeting existing crypto donors, and reviews options for crypto fundraising through self-custody, exchanges, or donation platforms. The overall message is that nonprofits can tap into cryptocurrency donors by implementing a professional and secure acceptance solution.
Maximize Your Database for Fundraising SuccessBloomerang
Within your donor database lies untold lifetime value. Unfortunately, many nonprofits fail to properly nurture and steward their donors, and are content with high acquisition and high churn.
Why let this enormous asset go underutilized?
In this session, we will cover the tenets of effective database management, no matter what program or vendor you use. We will show examples of best practices in data management, communication segmenting, engagement tracking and reporting in order to help your team work smarter, not harder.
Learning Outcomes:
- Be familiar with data management techniques that maximize the capabilities of your database and increase productivity
- Understand segmenting strategies lead to higher response rates from your donor communications
- Learn how to generate meaningful reports that will impact your internal procedures
Fundraising Ireland: Building a Fundraising Strategy - first stepsRonanDRyan
This document provides guidance on developing a fundraising strategy. It recommends conducting market, competitor and organizational analyses to understand the context. Key elements to address include crafting a compelling case for support, understanding available resources, and selecting appropriate fundraising channels. The document advocates developing recommendations tailored to the organization's strengths and investing in activities that maximize existing brand value. It stresses the importance of documenting the strategy, securing feedback, presenting to the board, and implementing fundraising plans.
Nonprofit Videos (on a Budget) that Engage and Retain Donors - AFPFC 2018Bloomerang
http://afpfc.com/
Up until recently, high-quality video production has been a luxury available only to the largest nonprofits. Now, even the smallest charity on a budget can create a compelling and authentic video that moves the needle for their fundraising goals. In this workshop, we will make recommendations for crafting an effective, integrated and low-cost video strategy resulting in content that will resonate with your donors, volunteers and other stakeholders.
Share the Love - Center for Nonprofit Resources Toledo - 2017Bloomerang
This document summarizes a presentation about using social media to show gratitude and engage donors. It discusses focusing social media content on appreciation, advocacy, and appeals ("The Three As"). Appreciation content, such as thanking donors and volunteers, is most effective for engagement. Advocacy content educates audiences about an organization's cause and impact. Appeals content directly asks for help through calls to action. The presentation provides tips for creating appreciation, advocacy, and appeals content and engaging audiences on social media.
Great Things from Small Beginnings: The Importance of Retaining First-Time D...Bloomerang
https://bloomerang.co/resources/speaking/
Fundraisers spend a lot of time acquiring new donors, and with good cause. However, in order to create a long-lasting relationship, the most critical gift isn’t the first; it’s the second.
In this session, Steven Shattuck of Bloomerang will make the case for why development professionals should concentrate on acquiring a donor’s second gift in order to achieve sustainable funding, high donor retention rates and high donor lifetime values.
You’ll see examples that can be implemented by any organization, whether you are a one-person shop or a large development department. The results can be astounding when put into daily use!
The Importance of Retaining First-Time Donors (And How To Do It)Bloomerang
https://bloomerang.co/resources/speaking/
Fundraisers spend a lot of time acquiring new donors, and with good cause. However, in order to create a long-lasting relationship, the most critical gift isn’t the first; it’s the second.
In this session, nonprofit technology veteran Jay Love will make the case for why development professionals should concentrate on acquiring a donor’s second gift in order to achieve sustainable funding, high donor retention rates and high donor lifetime values.
You’ll see examples that can be implemented by any organization, whether you are a one-person shop or a large development department. The results can be astounding when put into daily use!
Prospect Research for People Who Hate Prospect Research (AFP IFC 2018)Bloomerang
The document discusses strategies for effective prospect research. It recommends focusing on retained donors who have given consistently for 5+ years rather than solely pursuing wealthy donors. Monthly donors are particularly promising as they are 7 times more likely to leave a bequest. Other prospects include current and former service recipients, constituents of major donors, and lapsed donors who can be won back through targeted outreach. Long-term donor relationships and stewardship are emphasized over one-time large gifts.
Share the Love: using social media to engage donorsBloomerang
Did you know that 53% of donors lapse because of poor donor communication? Though social media usage has become pervasive among nonprofits, it is still used primarily for promotion. Those organizations who are utilizing networks like Facebook, Twitter and Instagram to show authentic and personalized appreciation to supporters are reaping the benefits of increased engagement and donor loyalty.
This session will help you discover how to maximize your nonprofit’s social media accounts through thankfulness, instead of promotion. We will examine real-life examples of effective social media usage from organizations large and small, as well as the latest research into what works and what doesn’t.
Learning Outcomes:
Discover time-honored gift acknowledgement techniques that translate perfectly to social media
Learn how to formulate a relevant social content strategy for your organization
Understand data-driven best practices in timing, format and style of social posts across all networks
Donor Retention: Keep Your Donors and Stop the "Churn" (JCamp180 2018)Bloomerang
This document discusses strategies for nonprofit donor retention. It begins by providing statistics showing declining retention rates over time. Reasons donors stop giving include no longer being able to afford it and poor communication. Factors that increase retention are timely thank you's, informing donors how gifts are used, and soliciting feedback. The document recommends segmenting communications based on giving amount and frequency. Personalizing acknowledgements, especially for first-time donors, and surveying donors are also emphasized. The key is focusing on stewardship before soliciting additional gifts.
The "Three As" of Nonprofit Social Media SuccessBloomerang
Ever since social media gained widespread adoption, one persistent question has vexed individual users and brands: What do we talk about online? Knowing what content is best to post can mean the difference between an active online community and a barren digital wasteland.
Nonprofit organizations should focus on three categories of content in their social media messaging — the “Three A’s.” Attend this session to find out how you can apply each of the three A’s to your organization’s social content in order to maximize engagement, achieve search engine rankings, increase website traffic and generate donations. We’ll also explore how best to measure the success of your social media efforts.
About Steven Shattuck:
Steven Shattuck is VP of Marketing at Bloomerang. As a HubSpot Certified inbound marketer, he is a contributor to Nonprofit Hub, National Council of Nonprofits, Ragan, Social Media Today, Search Engine Journal, The Build Network, HubSpot, Technorati, Content Marketing Institute and Business2Community. Steven has spoken at national and local conferences, and is frequently interviewed by media outlets for his expertise in digital marketing.
Steven serves in a marketing/communications role on several nonprofit committees and has spoken at Association of Fundraising Professionals and the National Council of Nonprofits events, webinars and conference calls.
Recipient of the David Letterman Scholarship, he graduated with honors from Ball State University in 2006 with a degree in Telecommunications and Creative Writing.
What Fundraisers Can Do to Retain Year-End DonorsBloomerang
The document provides tips for nonprofit fundraisers to retain year-end donors. It recommends thanking year-end donors quickly and personalizing communications based on donor segmentation including past giving levels, channels, and interests. Personal touches like thank you calls can increase future donations. Fundraisers should have a communications plan to steward donors after their year-end gifts before soliciting future support.
Donor Communications That Engage and Retain Donors (INRN 2017)Bloomerang
https://bloomerang.co/resources/speaking/
This workshop will focus on how to effectively communicate with your donors in order to increase your retention rates. We will also focus on what can be done about retaining donors and building donor loyalty. Presented by Steve Shattuck, Bloomerang.
Sponsored by the Indiana Nonprofit Resource
Effective Donor Database Management - Montana Nonprofit Association 2017Bloomerang
https://bloomerang.co/resources/speaking/
Discuss the theories and best practices of Customer Relations Management and Donor Management with Steven Shattuck of Bloomerang. Bloomerang’s core purpose is to improve donor retention in the nonprofit world. Their mission, educational offerings, and CRM are all tied to the values of Philanthropy, Simplicity, Honesty, and Community.
Uncovering "New" Donors In Your DatabaseBloomerang
http://nonprofitstorytellingconference.com/2017-schedule
A donor database isn't meant to be just a bucket of names and transactions. So often, though, it's treated that way, leading to poor retention rates and increased pressure to acquire new donors in inefficient ways. In this session, Steven Shattuck, Chief Engagement Officer at Bloomerang, will provide practical advice on how to unlock the true potential of your donor database.
Learning objectives:
Easy ways to keep your donor data clean and manageable
Strategies for re-activating lapsed donors
How to leverage current donors to acquire new donors
Donor Retention Education w/ Steven Shattuck (AFP DFW 2017)Bloomerang
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
Donor Retention Education w/ Steven ShattuckBloomerang
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
Major Gift Fundraising Done EASILY (DSAIA 2015)Bloomerang
This document discusses major gift fundraising and how to approach it from the donor's perspective. It emphasizes that major gift fundraising should be done easily and focus on engaging and retaining donors over time through personalized communications, stewardship plans, and making donors feel appreciated and connected to the organization's mission. Cultivating long-term donor relationships through volunteer opportunities, events, and showing donors the impact of their gifts is key to major gift success.
The Art and Science of Retaining Digital Donors (AFP Tampa 2018)Bloomerang
https://bloomerang.co/resources/speaking/
Retention is your most important fundraising strategy, and your online donors are seriously at risk. Among all your donors, they are the least likely to renew their gifts – unless you take specific, creative steps to engage and thank them.
This session will help you discover how to maximize the retention rates of your digital donors. We will examine the attributes of online donors, and outline the retention strategies that work best for this slice of your donor database.
Learning Outcomes:
Understand what makes online donors tick (their habits, patterns, likes and dislikes)
Learn how to formulate a retention strategy for online donors
Understand best practices in digital communications, including email gift acknowledgement and social media content.
Great Fundraising Events - From Experience to TransformationBloomerang
https://bloomerang.co/resources/research/events/
Fundraising events have become an increasingly important and ubiquitous tool for nonprofit organizations.
But what is it that ultimately makes an event “successful?” and how can events provide new and potentially exciting forms of value for participants?
This session will dive into new Bloomerang-funded research from the Rogare Fundraising Think Tank at Plymouth University, which outlines for the first time what overarching factors may have a part to play in distinguishing genuinely outstanding fundraising events from merely ‘average’ ones.
Learning Outcomes:
Discover how your own efforts compare with an international focus group
Learn the critical success factors that lead to event success
Uncover key recommendations for creating memorable experiences
Donor Retention Education w/ Steven Shattuck (FREML)Bloomerang
The document discusses strategies for improving donor retention rates. It notes that less than 45% of fundraisers know their current retention rate and discusses how to calculate it. The key points are that first-time donor retention is only 29% currently, but repeat donor retention is higher at 64%. It provides tips for increasing retention such as focusing on first-time and above-average donors, thanking donors quickly and personally, and implementing a stewardship plan with segmented communications. Overall, the document emphasizes the importance of calculating retention rates, segmenting donors, and providing timely and personalized stewardship communications to improve donor loyalty and retention.
This document provides tips and strategies for retaining first-time donors based on research. It finds that 43.6% of first-time donors do not give a second gift. However, providing a fast personal thank you, such as within 48 hours, can increase the likelihood of a second gift by 4x. Other key factors that influence donor retention and commitment include the donor perceiving the organization is effective, knowing what to expect from communications, receiving timely thanks and impact reports, and feeling appreciated. The document recommends segmentation of donors and strong storytelling focused on outcomes to improve retention.
Similar to The Future of Fundraising - AFP ICON 2017 Pre-Conference Workshop - Steven Shattuck (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.
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.
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.
How To Cultivate Community Affinity Throughout The Generosity JourneyAggregage
This session will dive into how to create rich generosity experiences that foster long-lasting relationships. You’ll walk away with actionable insights to redefine how you engage with your supporters — emphasizing trust, engagement, and community!
Food safety, prepare for the unexpected - So what can be done in order to be ready to address food safety, food Consumers, food producers and manufacturers, food transporters, food businesses, food retailers can ...
Contributi dei parlamentari del PD - Contributi L. 3/2019Partito democratico
DI SEGUITO SONO PUBBLICATI, AI SENSI DELL'ART. 11 DELLA LEGGE N. 3/2019, GLI IMPORTI RICEVUTI DALL'ENTRATA IN VIGORE DELLA SUDDETTA NORMA (31/01/2019) E FINO AL MESE SOLARE ANTECEDENTE QUELLO DELLA PUBBLICAZIONE SUL PRESENTE SITO
This report explores the significance of border towns and spaces for strengthening responses to young people on the move. In particular it explores the linkages of young people to local service centres with the aim of further developing service, protection, and support strategies for migrant children in border areas across the region. The report is based on a small-scale fieldwork study in the border towns of Chipata and Katete in Zambia conducted in July 2023. Border towns and spaces provide a rich source of information about issues related to the informal or irregular movement of young people across borders, including smuggling and trafficking. They can help build a picture of the nature and scope of the type of movement young migrants undertake and also the forms of protection available to them. Border towns and spaces also provide a lens through which we can better understand the vulnerabilities of young people on the move and, critically, the strategies they use to navigate challenges and access support.
The findings in this report highlight some of the key factors shaping the experiences and vulnerabilities of young people on the move – particularly their proximity to border spaces and how this affects the risks that they face. The report describes strategies that young people on the move employ to remain below the radar of visibility to state and non-state actors due to fear of arrest, detention, and deportation while also trying to keep themselves safe and access support in border towns. These strategies of (in)visibility provide a way to protect themselves yet at the same time also heighten some of the risks young people face as their vulnerabilities are not always recognised by those who could offer support.
In this report we show that the realities and challenges of life and migration in this region and in Zambia need to be better understood for support to be strengthened and tuned to meet the specific needs of young people on the move. This includes understanding the role of state and non-state stakeholders, the impact of laws and policies and, critically, the experiences of the young people themselves. We provide recommendations for immediate action, recommendations for programming to support young people on the move in the two towns that would reduce risk for young people in this area, and recommendations for longer term policy advocacy.
The Antyodaya Saral Haryana Portal is a pioneering initiative by the Government of Haryana aimed at providing citizens with seamless access to a wide range of government services
Jennifer Schaus and Associates hosts a complimentary webinar series on The FAR in 2024. Join the webinars on Wednesdays and Fridays at noon, eastern.
Recordings are on YouTube and the company website.
https://www.youtube.com/@jenniferschaus/videos
Indira awas yojana housing scheme renamed as PMAYnarinav14
Indira Awas Yojana (IAY) played a significant role in addressing rural housing needs in India. It emerged as a comprehensive program for affordable housing solutions in rural areas, predating the government’s broader focus on mass housing initiatives.
2. • Arrive, Welcome and Introductions
• The Current State - What Works Now,
What Will Always Work
• How New Technology Supports What Works
• Lunch
• Special Guest! Daryl Upsall - International Perspective
• How New Technology Supports What Works (cont.)
• The Future - Cool Things on the Horizon
• Wrap Up
Workshop Outline »
@StevenShattuck
4. About Steven »
@StevenShattuck
Chief Engagement Officer, Bloomerang
Co-founder/ED, Launch Cause
Contributor: Fundraising Principles and
Practice: Second Edition
Member: Fundraising Effectiveness
Project (FEP) Project Work Group, AFP
Center for Fundraising Innovation (CFI)
Fun facts:
• 1st job: producing fundraising videos
• prefers tea to coffee
• allergic to rhubarb
• won the David Letterman scholarship
17. Donor Attrition Over Five Years
# of
Donors
Attrition
Rate
Donors
Remaining
After 1
Year
Donors
Remaining
After 2
Years
Donors
Remaining
After 3
Years
Donors
Remaining
After 4
Years
Donors
Remaining
After 5
Years
1,000 20% 800 640 512 410 328
1,000 40% 600 360 216 130 78
1,000 60% 400 160 64 26 10
So what?
@StevenShattuck
https://bloomerang.co/resources/guides/donor-retention-math-made-simple/
18. Donor retention math »
@StevenShattuck
https://bloomerang.co/resources/guides/donor-retention-math-made-simple/
20. Why nonprofit donors leave »
@StevenShattuck
http://www.campbellrinker.com/Managing_donor_defection.pdf
• 2001 study by
Adrian Sargeant
• Survey to lapsed donors of
10 major U.S.-based
nonprofits
• Respondents were asked to
check each reason for
stopping their contributions
21. • 5% - thought charity did not need them
• 8% - no info on how monies were used
• 9% - no memory of supporting
• 13% - never got thanked for donating
• 16% - death
• 18% - poor service or communication
• 36% - others more deserving
• 54% - could no longer afford
Why nonprofit donors leave »
@StevenShattuck
http://www.campbellrinker.com/Managing_donor_defection.pdf
23. @StevenShattuck
Key drivers of donor commitment »
• 2011 study
• Survey of 1,200 recent (last 12 months), frequent (more
than 2 gifts to cause based charities) donors from over
250 nonprofit organizations
• Donors were given a list of 32 reasons why they might
continue giving
• Asked to rank them by order of importance
http://www.thedonorvoice.com/national-donor-commitment-study-and-proof-of-link-between-donor-attitudes-and-behavior/
24. @StevenShattuck
Key drivers of donor commitment »
1. Donor perceives your organization to be effective in
trying to achieve its mission.
2. Donor knows what to expect from your organization with
each interaction.
3. Donor receives a timely thank you.
4. Donor receives opportunities to make his or her views
known.
5. Donor is given the feeling that he or she is part of an
important cause.
6. Donor feels his or her involvement is appreciated.
7. Donor receives information showing who is being helped.
http://www.thedonorvoice.com/national-donor-commitment-study-and-proof-of-link-between-donor-attitudes-and-behavior/
25. @StevenShattuck
How to increase retention »
• Thank quickly + personally
• Go overboard with appreciation
• Donor-centric tone
• Tell how gifts are used / will be used
• Tell them what comes next
• Keep lines of communication open
30. Correlations »
• Strong correlation between training and
major gift fundraising performance
• The quality of IT systems in place is key to
driving the number of major gifts received
• Organizations whose boards and
volunteers play an active role are more
successful in major gift fundraising
• Individuals with longer tenure tend to be
more successful in major gift fundraising
@StevenShattuck
32. 10 Recommendations »
• Prioritize donor retention
• Invest in prospect research
• Retain employees as long as possible
• Invest in training
• Invest in education
for every additional intensive education
opportunity (such as studying for the CFRE or
attending multi-day conferences), the data shows
you will raise an additional $37,000 — $37,000!
@StevenShattuck
33. 10 Recommendations »
• Foster a donor-centered culture
• Invest in IT systems (donor management)
• Volunteer engagement is key
• Board engagement is key
• Fundraising metrics must be tracked
https://www.slideshare.net/bloomerang/3-secrets-to-raising-major-gifts-you-cant-survive-without
https://bloomerang.co/blog/video-3-secrets-to-raising-major-gifts-you-cant-survive-without/
@StevenShattuck
37. Study Methodology »
• A review of events fundraising
literature
• International advisory panel
formed drawing on events
management expertise from the
UK, USA and Canada
• Organizations were identified
who in the panel’s view had
particularly successful events
• 30 interviews conducted with key
informants in these organizations
@StevenShattuck
38. What made these 30 orgs unique? »
• they conducted detailed
audience research
• they developed profiles or
“personas” of prospective
attendees
• they focused on the needs of
those very specific individuals
• they planned experiences
they would find deeply
moving and personally
meaningful
@StevenShattuck
39. A fundraising event should not be »
• a service where individuals pay (or raise
money) for the privilege of enjoying the
activity they are going to attend
"I've personally gone to a couple of fun runs and sort of mass
participation events of that nature, and I've hardly seen any
advertising for the charity involved, so that if you didn't have a
clear idea who you were running for and why. You wouldn't
really know what charities were on offer. You were just sort of
running for the sake of running.”
@StevenShattuck
41. A fundraising event should be »
• an experience that causes the attendee
to feel empathetic towards those you
serve, puts them in their shoes
“The thing that I would say that is really important is making
sure that your event is in someway experiential to the donor or
the supporter that is in the room.”
“I always want someone that comes to events to touch or to
feel or to have an experience with the cause in some way."
@StevenShattuck
43. 10 Indicators of Successful Events »
• A high degree of donor-centricity
• A focus on fundamental human needs
• Investment in the team
• Choosing the appropriate mindset
• Focus on experiences, not features
@StevenShattuck
44. 10 Recommendations »
• Drive emotion with effective storytelling
• Constantly drive innovation
• Focus innovation on human needs
• Focus on technology
• Create board champions
@StevenShattuck
46. What will always drive success »
• Putting the donor first in all aspects
• Compelling storytelling
• Strong boards
• Long tenure
• Investment in technology
@StevenShattuck
48. @StevenShattuck
Rogare’s Relationship Fundraising Review »
• Update to Ken Burnett’s 1992
“Relationship Fundraising”
• 4 volume study, plus additional resources
• Adrian Sargeant, Jen Shang, Ian
MacQuillin
• International advisory panel
https://www.plymouth.ac.uk/schools/plymouth-business-school/relationship-fundraising-review-advisory-panel
https://www.pursuant.com/landing-page/relationshipfundraising/
49. @StevenShattuck
M&R Benchmarks Study »
• 2017 is the 6th edition
• 133 nonprofits
• analyzes 3.6 billion email messages sent to
nearly 50 million list subscribers; more
than $535 million in online donations from
over 8.3 million online gifts; and 7.2
million advocacy actions (social media)
http://mrbenchmarks.com/#!/key-findings
50. Same Success Factors, New Tech »
Before lunch:
• Content Marketing
• Conversion Rate Optimization
After lunch:
• (International Trends)
• Digital Stewardship
• Social Media
(we will follow the donor journey)
@StevenShattuck
53. How do you get website traffic? »
Outbound Marketing
Advertising (Paid Media) + Direct Response/Mail + PR
Inbound Marketing
Content Marketing + SEO + Social Media
@StevenShattuck
58. What are people searching for? »
Solutions to their problems.
“What are some Alzheimer’s warning signs?”
“What are good after school activities for kids with working parents?”
“How can I go about adopting a child overseas?”
“I need nutritional tips for infants.”
“My brother needs resume help.”
“My father needs help learning english as a second language”
“What’s an ideal household budget?”
@StevenShattuck
59. The best content »
• Educates
• Solves problems
• Answers questions
• Inspires
• Entertains
• Is too good not to share
• Is aligned with your mission
• Is about and for the donor, not you
• Is tailored to a specific audience
@StevenShattuck
60. 5 Reasons Why You Should Donate to
the Alzheimer’s Association
vs.
5 Early-Onset Alzheimer’s Warning Signs
Which is more compelling? »
@StevenShattuck
61. 5 Early-Onset Alzheimer’s Warning Signs
Alzheimer’s disease facts and figures
About the Alzheimer’s Association
How your donation can help
Inbound donor path »
@StevenShattuck
74. More content ideas »
• Internal emails
– What questions do you answer frequently?
• Industry news/updates
– Are there recent developments/research you should share?
• Surveys
– Ask your constituents what would be of value to them
– Ask questions and publish the results
• Search #hashtags on social media
– What are people talking about?
• Interviews
– Interview a supporter or a topic expert
– Publish the Q&A
@StevenShattuck
75. Who can create content? »
• Employees
• Volunteers
• Constituents
• Donors
• Board Members
• Vendors
• Outside Experts
@StevenShattuck
76. Getting others to create content »
1. Supply ideas
2. Share best practices
3. Set a schedule
4. Hold them accountable
@StevenShattuck
77. Blog post checklist »
✓ Compelling title
✓ 350-700 words
• Intro paragraph
• 3-5 points
• Closing paragraph
✓ Photo
✓ Call-to-action
✓ Social sharing buttons
✓ Author bio
https://bloomerang.co/blog/infographic-a-guide-to-nonprofit-blogging/
@StevenShattuck
78. Repurposing »
• Print material = online content
• Transcripts = blog posts
• PowerPoints = blog posts
• Emails = blog posts
• FAQs = blog posts
@StevenShattuck
82. The Future of Fundraisingconversion rate optimization
83. Donation page/forms »
• Must be trustworthy
• Must be optimized for user experience
• Must be mobile-responsive
• Must maximize conversions
• Must maximize donations
• Must prioritize recurring gifts
@StevenShattuck
97. Mobile »
• 50% of mobile phone users use mobile as
their primary Internet source.
• Mobile web adopzon is growing 8x faster
than web adopzon did in
‘90s & ‘00s.
• 28.85% of all emails are opened on
mobile phones and 10.16% on tablets.
• Mobile-based searches make up 1/4th of
all searches.
http://www.digitalbuzzblog.com/infographic-2013-mobile-growth-statistics/
@StevenShattuck
108. • Remove all distractions
• Remove all links away from donation page
• Place donation form as high on page as
possible (definitely above the fold)
No escape! »
@StevenShattuck
109. 5. Collect minimal information,
only what you
will use immediately.
@StevenShattuck
127. • Have a plan for retention
• Have a branded giving page w/ embedded form
• Have a mobile-responsive website
• Avoid too many choices/distractions
• Make the donor feel like an active participant
in your mission
Final thoughts »
@StevenShattuck
134. How can we make
online donors
feel truly special?
@StevenShattuck
135. Do these 3 things well »
https://bloomerang.co/blog/3-things-your-nonprofit-must-do-well-after-an-online-donation
@StevenShattuck
136. 1. “Thank You” page
2. Email confirmation
3. Formal acknowledgment
Do these 3 things well »
https://bloomerang.co/blog/3-things-your-nonprofit-must-do-well-after-an-online-donation
@StevenShattuck
137. • Communicate that donation was processed
• Thank the donor
• Communicate impact (text/photo/video)
• Preview future communications
• Give donor something to do next
• Keep them on website to convert again!
Confirmation page »
@StevenShattuck
https://bloomerang.co/blog/21-ideas-for-your-nonprofits-donation-confirmation-page
144. • Should arrive immediately
• Eye-catching subject line
• Avoid role-based sender email address
• Personal greeting
• Thank the donor
• Communicate impact (text/photo/video)
• Give donor something to do next
• Social sharing
• Employer matching
• Survey
• Preview future communications
• Include tax information
Email confirmation »
@StevenShattuck
https://bloomerang.co/blog/19-point-donation-acknowledgement-email-checklist
157. • Thank you for your donation!
• Donation Confirmation from (ORGANIZATION)
• Donation Receipt from (ORGANIZATION)
• Confirmation – Donation Received
• Donation Receipt
• Thank you for your gift
Boring email subject lines »
@StevenShattuck
https://bloomerang.co/blog/46-real-nonprofit-email-receipt-subject-lines-made-better/
158. • You just changed a life
• You just fed a family of four
• You have given the gift of hope
• You are a hero!
Impactful email subject lines »
@StevenShattuck
https://bloomerang.co/blog/46-real-nonprofit-email-receipt-subject-lines-made-better/
164. • Send a donor survey to 1st-time donors
• Boosts retention even if they don’t respond
• Respondents signify high-engagement
• Email receipt is a great place to include
• Google Forms or SurveyMonkey
Survey »
@StevenShattuck
http://t.co/XMUTnvjThP
https://bloomerang.co/blog/23-questions-to-ask-donors-and-prospects/
165. • Arrive within 48 hours
• Preview future communications
• Utilize their communication preference!
• Email
• differentiate from receipt
• Snail mail
• handwritten note / signature
• Phone call
• voicemails are just as good
Formal acknowledgement »
@StevenShattuck
169. @StevenShattuck
• first-time donors who get a personal thank you within 48
hours are 4x more likely to give a second gift (Tom Ahern)
• a three-minute thank-you call will boost first-year
retention by 30%. (Roger Craver / The Agitator)
• a thank-you call from a board member to a newly
acquired donor within 24 hours of receiving the gifts will
increase their next gift by 39%. (Penelope Burk)
http://www.nonprofithub.org/fundraising/excuses-need-call-every-new-donor
http://www.guidestar.org/rxa/news/articles/2010/how-to-increase-donations-by-39-percent.aspx
The personal touch »
http://www.clairification.com/thank-you-calls-ebook/
173. Acknowledge donors differently »
@StevenShattuck
Above average gift amount
At or below average gift amount
Phone call Personal letter
Email #2Email #1
(upgrade/recurring)
175. P2P donors give to the fundraiser, not the org!
1. Have the fundraiser contact last year’s donors.
2. Have the fundraiser re-introduce the charity in the gift acknowledgement.
3. Start a dialogue in the first follow-up.
P2P acknowledgement »
https://bloomerang.co/blog/3-tips-for-improving-p2p-donor-retention/
@StevenShattuck
186. The “Three As” »
@StevenShattuck
http://blog.hubspot.com/marketing/nonprofit-three-as-social-media-ht
• Appreciation: say thank you
• Advocacy: champion those you serve
• Appeals: ask for help
188. Why appreciation »
@StevenShattuck
• People like to put their
philanthropy on display
• Donors like to feel
appreciated
• “Appreciation” posts get the
most engagement
• Creates a sense of FOMO
194. Appreciation »
@StevenShattuck
Volunteers are 10x
more likely to donate
to your charity than
non-volunteers!
http://www.fidelitycharitable.org/docs/
Volunteerism-Charitable-Giving-2009-
Executive-Summary.pdf
200. Permission »
@StevenShattuck
• Ask for Twitter username
• Ask for communication preference
• email
• snail mail
• phone
• social media
• “Would you like to remain anonymous in agency
publications?” Yes/No
• Don’t have to divulge donation amount
204. 1. Appreciation
2. Advocacy
3. Appeals
The “Three As” »
@StevenShattuck
Gets the most engagement!
https://blog.bufferapp.com/facebook-news-feed-algorithm
205. Facebook algorithm factors »
• Posts with lots of comments
• Posts with lots of likes
• Post types that users seem to prefer more than
others (e.g., photo, video, or status update)
• Posts that receive a high volume of likes, comments,
or shares in a short time
• Posts that tag other pages within the text
• Posts that are liked or commented on by one’s friends
• Posts from pages that one interacts with often
@StevenShattuck
206. Appreciation opportunities »
• Volunteers on-site
• Unique donation
• A major gift
• In-kind help from a for-profit vendor/sponsor
• P2P fundraiser milestones
@StevenShattuck
207. Who can thank? »
• Corporate account
• Employees
‣ Executive Director
‣ Development Director
‣ Communications Director
• Volunteers
• Board members
• Donors
• Vendors
@StevenShattuck
208. Appreciation - do’s and don’ts »
• Look for opportunities to show appreciation
• Make it easy for donors to talk about their giving
• from the brand + from employees
• Get the donor/volunteer’s permission
• Make thank you’s visual
• Never an untagged post
• Track donor’s social media accounts in database
@StevenShattuck
211. Advocacy »
• Educate about your cause
‣ new research/data
‣ helpful tips/guides
• Share mission outcomes
‣ Success/impact stories
‣ Show how dollars are spent
@StevenShattuck
212. @StevenShattuck
Key drivers of donor commitment »
1. Donor perceives your organization to be effective
in trying to achieve its mission.
2. Donor knows what to expect from your
organization with each interaction.
3. Donor receives timely a thank you.
4. Donor receives opportunities to make his or her
views known.
5. Donor is given the feeling that he or she is part of
an important cause.
6. Donor feels his or her involvement is appreciated.
7. Donor receives information showing who is being helped.
219. Advocacy tips »
• Think like a journalist
• Keep your cell phone (camera) with you
• Tell others to keep an eye out
• Highlight service recipients and employees
@StevenShattuck
221. Appeals »
• Use social media to ask for help!
‣ be specific
‣ be urgent
‣ be visual
‣ give clear direction
‣ ask your followers to ask
‣ identify + leverage influencers
@StevenShattuck
229. • Facebook: when you have something to say
• Twitter: when you have something to say
• Instagram: when you have something to say
How often should you post? »
@StevenShattuck
http://nonprofithub.org/social-media/ultimate-2015-nonprofit-social-media-scheduling-guide/
230. Final thoughts on social »
• Balance: avoid too much self-promotion
• Visual: photos/videos perform very well
• Be personal: address people individually (tag them)
• Ask: permission before publicly acknowledging gifts
• Track: supporter social media accounts in your database
• Teamwork: get your employees to create/share content
• Measure and adjust: don’t post what hasn’t worked!
@StevenShattuck
https://bloomerang.co/resources/downloadables/social-media-strategy-template
244. Gamification - an actual game »
http://www.theguardian.com/voluntary-sector-network/2014/apr/17/gamification-charity-gaming
@StevenShattuck
245. • Save the Children's Forced to Flee event
Groups were led into the space and were given a number, a
headset through which to listen to real stories of children
affected by these issues and a child’s rucksack.
Gamification - as an experience »
@StevenShattuck
246. During their journey they experienced the children’s endeavours to
reach safety, passing through camps, being in a classroom with
gunshots across walls, windows and blackboards.
http://www.eventmagazine.co.uk/pictures-save-childrens-forced-flee-event/brands/article/1395683
Gamification - as an experience »
@StevenShattuck
247. Eventually attendees reach a play area, which represents the work
that the charity does in areas of conflict to bring play to children.
http://www.eventmagazine.co.uk/pictures-save-childrens-forced-flee-event/brands/article/1395683
Gamification - as an experience »
@StevenShattuck
260. Future wrap-up »
• Expect your tools to be “gamified”
• Boost traditional advertising with A.R.?
• Boost donor empathy with V.R.?
• Run A/B tests manually if your tech
doesn’t have it yet (it will)
• None of these things are silver bullets!
@StevenShattuck
262. Recommended reading »
• Retention Fundraising - Roger Craver
• Content Marketing for Nonprofits
- Kivi Leroux Miller
• Relationship Fundraising - Ken Burnett
• Stay Together - Jay Love
• Raising More Money w/ Newsletters Than
You Ever Thought Possible - Tom Ahern
https://bloomerang.co/blog/100-fundraising-blogs-you-should-be-reading-in-2017/
@StevenShattuck