Mastering Fundraising Campaigns - GiveMN · •Email subscribers •Postal addresses •Phone...
Transcript of Mastering Fundraising Campaigns - GiveMN · •Email subscribers •Postal addresses •Phone...
Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018
Guidebook available at GiveMN.org/Resources
© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 1
Mastering Fundraising CampaignsCampaign Planning Workshop & Coaching OpportunityLive Presentations | September 2018
1
Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018
Guidebook available at GiveMN.org/Resources
© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 2
2
Your GiveMN teamJake BlumbergExecutive Director
Andrea KopfmannDirector of Campaigns and Partnerships
Dan MooreDirector of Operations
Leah OlmFundraising Strategist
Tom ZimmermanDirector of Marketing and Communications
TubmanOpen Arms of Minnesota
Project 515Minnesotans United for All Families
The George Washington University Law SchoolWalser Foundation
Gillette Children’s Hospital FoundationSpecial Olympics Minnesota
Association of Fundraising ProfessionalsUniversity of Minnesota Morris
Champlin Park High School Vocal Music Assoc.Wellstone Action
WomenVentureOrdway Center for the Performing Arts
Georgia Center for NonprofitsYoung Nonprofit Professionals Network
Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018
Guidebook available at GiveMN.org/Resources
© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 3
Give to the Max Day Overviewwww.GiveMN.org/Resources
3
Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018
Guidebook available at GiveMN.org/Resources
© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 4
4
Scheduled Giving 2018Sunday Monday Tuesday Wednesday Thursday Friday Saturday
Oct. 28 29 30 31Halloween
Nov. 1Scheduled
Giving Begins
2 3
4 5 6Election Day
7 8 9 10
11Veterans Day
12 13 14 15GTMD18
16 17
18 19 20 21 22Thanksgiving
23 24
25 26 27#GivingTuesday
28 29 30 Dec. 1
Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018
Guidebook available at GiveMN.org/Resources
© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 5
GiveMN has more than doubled the number of prize grants available to nonprofits and schools• Golden Tickets every day of Scheduled Giving• Golden Tickets every hour on November 15• Super-Sized Golden Ticket from all gifts November 1-15
Give to the Max Day prizes
5
Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018
Guidebook available at GiveMN.org/Resources
© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 6
Celebrating Give to the Max Day’s 10th anniversary• Golden Tickets every 10 minutes on November 15• Competitive power hours at 10 a.m. and 10 p.m.• Organizations must complete GTMD Registration
10th Anniversary Special Prizes
6
Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018
Guidebook available at GiveMN.org/Resources
© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 7
7
Give to the Max Day 2018 Prize PoolSunday Monday Tuesday Wednesday Thursday Friday Saturday
Oct. 28 29 30 31 Nov. 11 x $500
21 x $500
31 x $500
41 x $500
51 x $500
61 x $500
71 x $500
81 x $500
91 x $500
101 x $500
111 x $500
121 x $500
131 x $500
141 x $500
15 16 171524 x $1,0001 x $10,000
Power Hour10:00-10:59 A.M.
1st: $4,0002nd: $3,0003rd: $2,0004th: $1,000
Power Hour10:00-10:59 P.M.
1st: $4,0002nd: $3,0003rd: $2,0004th: $1,000
144 x $500Every 10 Minutes
Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018
Guidebook available at GiveMN.org/Resources
© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 8
• Register your organization at GiveMN.org/GTMD/Register
• Optimize your page• Story• Logo• Banner• Thank You• Electronic Disbursement
8
Special Prize Eligibility
Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018
Guidebook available at GiveMN.org/Resources
© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 9
• Find the Toolkit at GiveMN.org/Resources• Logos• Checklists• Boilerplate language & flyers• Customizable letter templates• Posters & social media graphics• Webinars• Press releases
9
Give to the Max Day Toolkit
Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018
Guidebook available at GiveMN.org/Resources
© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 10
• Promote GTMD activities• GiveMN curates a list of all special events,
making it available to donors and interested media• Big or small, share your events with us
through GiveMN.org/Resources
10
Tell us about your events!
Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018
Guidebook available at GiveMN.org/Resources
© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 11
Mastering Fundraising Campaigns
11
Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018
Guidebook available at GiveMN.org/Resources
© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 12
• Think about previous fundraising or marketing efforts by your organization• What stories did you tell?• How did you engage donors?• What were the results of those campaigns?
12
What’s possible?
Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018
Guidebook available at GiveMN.org/Resources
© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 13
Story is compelling Goals are specific Leadership is engaged Matching gift is available Call to action is clear Participation is easy and sharable Acknowledgement is personalized Donors are kept engaged
13
Did your campaign check all of the boxes?
Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018
Guidebook available at GiveMN.org/Resources
© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 14
Developing Your StoryThe GiveMN Guide to Mastering Fundraising CampaignsPage 2
14
Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018
Guidebook available at GiveMN.org/Resources
© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 15
• This is not the general operating or “annual” fund• Identify the fundable priority, project, or purpose• Organization mission
+ Specific need or challenge+ Specific timeline or urgency+ Thoughtful relatability to audience+ Compelling voice+ Unique opportunity to effect change
15
Identify your specific cause 1
Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018
Guidebook available at GiveMN.org/Resources
© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 16
• Identify the obstacle standing between today’s reality and declaring “mission accomplished”• Quantity or scale• Conflict or competition• Scarcity• Unpredictability• Exception
16
Identify the challenge 2
Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018
Guidebook available at GiveMN.org/Resources
© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 17
• If resources were unlimited, what would your cause do to meet the opportunity and fulfill your mission?• Buy something.• Build something.• Hire someone.• Launch something.• Finish something.
17
Identify the solution 3
Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018
Guidebook available at GiveMN.org/Resources
© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 18
• Identify the prospective donors that care most about your objective and what will move them to act
• This is not “everyone” or the “general public”• Social media followers• Current e-newsletter subscribers• Past event attendees• Past and current donors at various levels• New donors from client, volunteer, or board networks
18
Identify your audience 4
Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018
Guidebook available at GiveMN.org/Resources
© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 19
• For each segment, identify the most compelling voice for this priority, project, or purpose
• Who is it hardest for your audience to say no to?• Current client or family• Past client• Volunteer or board member• Direct service staff• Peer donor
19
Identify your storyteller 5
Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018
Guidebook available at GiveMN.org/Resources
© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 20
20
Identify your primary calls to action 6
Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018
Guidebook available at GiveMN.org/Resources
© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 21
• Cause What’s the urgent opportunity?• Challenge What’s stopping you from succeeding?• Solution What does the opportunity require?• Audience Who’s passionate about it?• Storyteller Who do they need to hear from?• Calls to action How can a donor meet that need?
21
Your campaign outline
Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018
Guidebook available at GiveMN.org/Resources
© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 22
Helping donors make a difference• What the organization
really does.• Who is passionate
about that what?• How do the who
want to make the what possible?
22
Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018
Guidebook available at GiveMN.org/Resources
© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 23
What is your campaign story?
23
7
Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018
Guidebook available at GiveMN.org/Resources
© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 24
Setting Your GoalsThe GiveMN Guide to Mastering Fundraising CampaignsPage 4
24
Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018
Guidebook available at GiveMN.org/Resources
© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 25
Who can you already reach?• Facebook likes
• Targeted advertising
• Twitter followers• Email subscribers• Postal addresses• Phone numbers• Event attendees
• Donors giving$10 - $100 annually
• Donors giving$100 - $1,000 annually
• Donors givinggreater than $1,000 annually
25
1
Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018
Guidebook available at GiveMN.org/Resources
© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 26
Rating likely and possible results• Dollars raised• Board participation• Matching gift utilization• Upgraded gifts• Unique donors• Returning donors• New donors• New recurring gifts• Social media impressions• Others?
26
2
Likely
Possible
Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018
Guidebook available at GiveMN.org/Resources
© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 27
Determine your campaign goals• Dollars raised• Board participation• Matching gift utilization• Upgraded gifts• Unique donors• Returning donors• New donors• New recurring gifts• Social media impressions• Others?
27
3
Goal
Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018
Guidebook available at GiveMN.org/Resources
© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 28
1 verb. 1 number. 1 audience.• 100% utilization of $1,000 matching gift• 25 Facebook fans will give $10 each• 5 volunteers will raise $250 each from peers• 10 check donors will make their first online gift• 15 one-time donors will start recurring gifts• 20 donors will give $150 each
28
Campaign goal examples
Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018
Guidebook available at GiveMN.org/Resources
© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 29
What are your goals?
29
4
Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018
Guidebook available at GiveMN.org/Resources
© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 30
Engaging Board MembersThe GiveMN Guide to Mastering Fundraising CampaignsPage 5
30
Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018
Guidebook available at GiveMN.org/Resources
© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 31
• Founding and history• Communities you serve• Program area expertise• Mission volunteers• Significant donors• Important networks and connections• Professional services
31
Board representation and abundance 1
Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018
Guidebook available at GiveMN.org/Resources
© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 32
• Make a matching gift commitment• Upgrade or increase previous giving• Volunteer for messaging, calling, or events• Ask previous donors to give again• Recruit new donors• Share campaign broadly through networks• Tell their connection story
32
Engaging your board 2
Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018
Guidebook available at GiveMN.org/Resources
© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 33
1. Credibility• Proof that you already have significant support
2. Challenge• Donors get to double the impact of their gift
3. Confidence• Matching donors know they’re inspiring others,
doubling their gift, and they’re not alone
Why is a matching gift important?
33
Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018
Guidebook available at GiveMN.org/Resources
© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 34
59%30%
11% Important
Neutral
Not important
Why is a matching gift important?
How important is it for you to donate to an organization that offers a matching grant?
34
Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018
Guidebook available at GiveMN.org/Resources
© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 35
• In a 31 day campaign with matching and prizesWhy is a matching gift important?
Dollars Raised per Day
Average Gift each Day Donations Processed per Day
Unique Donors per Day
Data from Otto Bremer Foundation’s March Millions for Southeastern Minnesota
35
Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018
Guidebook available at GiveMN.org/Resources
© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 36
1. Set a goal.2. Look nearby.3. Solicit the match. Pool gifts.4. Promote the match. Promote some more.5. Steward all gifts in context.
Matching gift success
36
Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018
Guidebook available at GiveMN.org/Resources
© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 37
How will you engage your board?
37
3
Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018
Guidebook available at GiveMN.org/Resources
© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 38
Planning Your CommunicationThe GiveMN Guide to Mastering Fundraising CampaignsPage 6
38
Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018
Guidebook available at GiveMN.org/Resources
© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 39
• Traditional channels• Print newsletters, postcards, and postal mail• Phone calls, in-person visits, and live events• On-site volunteer and client engagement
• Digital channels• Website, blog, and individual email• Bulk email• Social media
Multi-channel campaign communication
39
1
Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018
Guidebook available at GiveMN.org/Resources
© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 40
• Major donors• Matching gifts, lead gifts, last gifts
• Average donors• Making a difference, renewing a commitment,
sharing a story, asking others, engaging in new ways• New donors• Joining a movement, winning a prize
Audience segmentation
40
2
Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018
Guidebook available at GiveMN.org/Resources
© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 41
• Be one of the first hundred donors!• Will you help us with the last 10%?• We’ve made it halfway thanks to you.• Jeff and his cat, Whiskers, helped us win a $500
Golden Ticket. Will you help us win another?
Utilize campaign milestones
41
3
Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018
Guidebook available at GiveMN.org/Resources
© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 42
Gathering assets
42
4
Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018
Guidebook available at GiveMN.org/Resources
© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 43
1. Introduce your campaign2. Ask donors to join the campaign3. Regular campaign progress updates and stories4. Special announcement5. More updates and opportunities6. Conclusion, results, and next opportunities
Compelling campaign milestones
43
5
Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018
Guidebook available at GiveMN.org/Resources
© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 44
• 1-2 emails per week with call to action• 5-10 promoted social posts with call to action• Integration with mission communications• Staff, volunteer, and event engagement• Earned media and follow ups
Coordinated communication calendar
44
5
Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018
Guidebook available at GiveMN.org/Resources
© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 45
Coordinated communication calendar
45
September
October
November
December
5
Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018
Guidebook available at GiveMN.org/Resources
© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 46
46
Identify calls to action for each audience 5
Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018
Guidebook available at GiveMN.org/Resources
© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 47
12%
71%
17%Wish organizationswould havepromoted more
Received the rightamount ofsoliciations
Received too manysolicitations
Are you receiving too much solicitation?
Please help us understand more about Give to the Max Day promotion by organizations, including email messages promoting Give to the Max Day.
12%
65%
23%
47
Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018
Guidebook available at GiveMN.org/Resources
© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 48
What’s your communication plan?
48
Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018
Guidebook available at GiveMN.org/Resources
© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 49
Keeping Campaign Donors EngagedThe GiveMN Guide to Mastering Fundraising CampaignsPage 8
49
Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018
Guidebook available at GiveMN.org/Resources
© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 50
• Be sure to thank your supporters with a thoughtful surprise that helps boost retention
• Welcome your newest donors in a special way• Did you meet a goal? Share that great news with
your supporters – and the media• Use the momentum for your next campaign
50
Keep going beyond this campaign
Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018
Guidebook available at GiveMN.org/Resources
© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 51
Identify your participating donors• First time? Renewing? Welcome back?• Upgrade? Extra gift? Tribute gift?• Special project? Power hour? Prize partner?• Specific story responders?• Specific channel responders?• Match responders?
51
Who participated in the campaign? 1
Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018
Guidebook available at GiveMN.org/Resources
© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 52
52
Identify your next call to action 1
Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018
Guidebook available at GiveMN.org/Resources
© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 53
Online donor experience Gift acknowledgement Donor-determined recognition Public donor listing Social media mention Anonymity
Contribution recognition
53
2
Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018
Guidebook available at GiveMN.org/Resources
© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 54
• With new resources, what has your cause done to meet the campaign opportunity and fulfill your mission?• Buy something?• Build something?• Hire someone?• Launch something?• Finish something?
Impact and outcome sharing
54
3
Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018
Guidebook available at GiveMN.org/Resources
© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 55
55
Identify the next call to action 4
Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018
Guidebook available at GiveMN.org/Resources
© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 56
How will you keep donors engaged?And when?
56
5
Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018
Guidebook available at GiveMN.org/Resources
© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 57
57
Strategy &Technical Coaching• One-on-one or in small groups• Learn more at GiveMN.org