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Emma Segal
Head of High Value Partnerships
What is WJR?
• International development agency
• Supporting vulnerable communities around
  the world
• Responding to international
  disasters
• Raise £4.2m annually
Approach your stakeholders with one united
          fundraising approach
The Case Against
The Case Against
The Hidden Value
Adding Strategic Value
• Increase the profile of the charity

• Donor acquisition and retention

• Encourage more people to sign up to give
regularly
Supporter Journey
                           Cultivation                                           Thank You
                                         Newsletters   Annual Review   E-Comms               Telemarketing
                            Events                                                 Calls

      Segment

      Major Donors



Tier 1 Corporates

      Legacy Pledgers

      Committee Members



Tier 2 Volunteers

      Canvassers

      Mid-Value



Tier 3 Core

      Lapsed
Planning Calendar
           Quarter            Quarter 1           Quarter 2                Quarter 3
Area of Work                  Jul-12 Aug-12 Sep-12 Oct-12    Nov-12 Dec-12 Jan-13 Feb-13 Mar-13
                                                  OWS       OWS     OWS    OWS           LDP
        Monthly Focus

Core Events & Activities
Area of Work                  Jul-12 Aug-12 Sep-12 Oct-12     Nov-12 Dec-12 Jan-13 Feb-13                Mar-13
                              Golf                Fashion    Annual  Volunteer                          Half
            Events
                              Day                 Event      Dinner  TQ Party                           Marathon
                              SAC RH        Pool             Project           Business News-           Pesach
           Mailings
                                     Appeal                  Update            Breakfast letter         Appeal
                                                  Fasion     Coffee
               PR                                 Event      Sleeves
                                     RH           Marathon Chanukah                                     Pesach
   E-Comms & Social Media            E-           Ballot                                                E-Appeal
                              News- appeal
                                     RH           Legacy                          Annual                Pesach
         £5k+ Comms
                              letter Appeal       Appeal                          Report                Appeal
    Telemarketing, Mobile                                    Gift Aid   Upgrade
        Door to Door
                                                                                  Jewish    Volunteer
  Adverts / Paid Promotions                                                       Charity   Recruit-
                                                                                  Guide     ment
                                                  2030                                      Dinner
          Staff Trips
                                                  Kishinev                                  Filming
A Few Examples
Enhanced Messaging
Media Coverage
Donor Acquisition
Community to Special Event
Monitor and Evaluate Impact
            Voluntary                    Total       Date of first    Other
Name    .   Involvement       Start Date donated     donation         involvement   Result

            Big Hand
            Distribution         Apr-08    £150.00           Oct-08                 Started donating

            Big Hand
            Distribution         Jun-08       £125           Jun-09                 Started donating
                                                                                    Donations and


            Big Hand Events      Jun-08       £122          Dec-08 Walk for Warmth involvement increased




                                                                   Big Bagel,       Level of
            Big Hand Gifts                                         Annual Dinner,   donations and
            in Kind             May-11      £8,689          May-09 Trip             involvement increased



                                                                                    Donations and
            Big Hand Events      Nov-10       £495           Jun-10 Walk for Warmth involvement increased
Ten Top Tips

1 - Cross sell at events

2 - Direct Debit options on pledge cards and sign-up forms

3 – Talk with donors and asses
    their potential

4 - Event feedback forms

5 - Make donors feel good at
    low-risk
                                    Get to Know your Supporters
Ten Top Tips
6 – Chance to meet the team

7 – Reinforce branding and secure media coverage

8 – Discover and record
    information

9 – Network

10 – Thank and follow-up


                                Slow and Steady Wins The Race
Lessons Learned
• Cross Departmental working is key

• Map out Supporter Journey and keep supporters
moving along it

• Monitor and report your success

• Put your supporters first
Q&A
Thanks for listening! Any questions???

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World jewish relief

  • 1. Emma Segal Head of High Value Partnerships
  • 2. What is WJR? • International development agency • Supporting vulnerable communities around the world • Responding to international disasters • Raise £4.2m annually
  • 3. Approach your stakeholders with one united fundraising approach
  • 7. Adding Strategic Value • Increase the profile of the charity • Donor acquisition and retention • Encourage more people to sign up to give regularly
  • 8. Supporter Journey Cultivation Thank You Newsletters Annual Review E-Comms Telemarketing Events Calls Segment Major Donors Tier 1 Corporates Legacy Pledgers Committee Members Tier 2 Volunteers Canvassers Mid-Value Tier 3 Core Lapsed
  • 9. Planning Calendar Quarter Quarter 1 Quarter 2 Quarter 3 Area of Work Jul-12 Aug-12 Sep-12 Oct-12 Nov-12 Dec-12 Jan-13 Feb-13 Mar-13 OWS OWS OWS OWS LDP Monthly Focus Core Events & Activities Area of Work Jul-12 Aug-12 Sep-12 Oct-12 Nov-12 Dec-12 Jan-13 Feb-13 Mar-13 Golf Fashion Annual Volunteer Half Events Day Event Dinner TQ Party Marathon SAC RH Pool Project Business News- Pesach Mailings Appeal Update Breakfast letter Appeal Fasion Coffee PR Event Sleeves RH Marathon Chanukah Pesach E-Comms & Social Media E- Ballot E-Appeal News- appeal RH Legacy Annual Pesach £5k+ Comms letter Appeal Appeal Report Appeal Telemarketing, Mobile Gift Aid Upgrade Door to Door Jewish Volunteer Adverts / Paid Promotions Charity Recruit- Guide ment 2030 Dinner Staff Trips Kishinev Filming
  • 15.
  • 16. Monitor and Evaluate Impact Voluntary Total Date of first Other Name . Involvement Start Date donated donation involvement Result Big Hand Distribution Apr-08 £150.00 Oct-08 Started donating Big Hand Distribution Jun-08 £125 Jun-09 Started donating Donations and Big Hand Events Jun-08 £122 Dec-08 Walk for Warmth involvement increased Big Bagel, Level of Big Hand Gifts Annual Dinner, donations and in Kind May-11 £8,689 May-09 Trip involvement increased Donations and Big Hand Events Nov-10 £495 Jun-10 Walk for Warmth involvement increased
  • 17. Ten Top Tips 1 - Cross sell at events 2 - Direct Debit options on pledge cards and sign-up forms 3 – Talk with donors and asses their potential 4 - Event feedback forms 5 - Make donors feel good at low-risk Get to Know your Supporters
  • 18. Ten Top Tips 6 – Chance to meet the team 7 – Reinforce branding and secure media coverage 8 – Discover and record information 9 – Network 10 – Thank and follow-up Slow and Steady Wins The Race
  • 19. Lessons Learned • Cross Departmental working is key • Map out Supporter Journey and keep supporters moving along it • Monitor and report your success • Put your supporters first
  • 20. Q&A Thanks for listening! Any questions???