2. My Profile
I hail from Baltimore and I'm huge Ravens fan. You could
probably say I'm football obsessed.
Besides football, I'm enjoying life in DC. Here are some
random things about myself.
• I’m a fundraiser, I work at Blackbaud and help non-profit
organizations increase revenue
• My glass is always half full. I'm an eternal optimist.
• I'm always up for a road trip, Graceland is awesome, it
should on everyone's must visit list. Next stop Dollywood.
• My sport of choice is running. I don't plan on winning
any races soon, but it's a good way to stay active.
Plus, after completing a long-distance race, you get a
medal. I'm in it for the medal!
• I prefer Miller Lite to Bud Light. Yes, I think there's a
difference!
• I love my blog… www.FriendsAskingAmy.com

3. Finding a Match

4. WHY FOCUS ON TEAM CAPTAINS?

5. Why Team Captains?

6. Participants by Participant Type
Team Captains
Team
Members
Individuals
• Amount
Raise: $761
• Number of
Gifts: 9
• Average Gift:
$83
• Amount
Raise: $111
• Number of
Gifts: 2.79
• Average Gift:
$40
• Amount
Raise: $111
• Number of
Gifts: 2.99
• Average Gift:
$37

7. HOW DO I FIND THE RIGHT TEAM
LEADERS?

8. Rule 1: Become best friends with
choose column
REPORTS

9. Rule 2: You’re not expected to be
everything to everybody
Fair, but not
equal

10. Rule 2a: Timing is Everything
• When did they sign up?
–
–
–
–
–
6-9 months in advance
3-6 months
1-3 months
1 month
1 week
• Who is signing up?
– Past team captains
– New team captains?
• Speak to team captains differently
– For example:
• If they sign up 6 months in advance you’ll want to connect with them and
see if they’re interested in hosting a team wrap around event
• If they sign up 1 month before the event, probably want to focus more on
online fundraising

11. Rule 2b: Are they into you?
• What did they do when they
signed up?
– Did they say “YES” – I will
fundraise to fight Arthritis!
– Did they create their own
fundraising goal?
– Did they make an additional
donation?
• What does it mean when they
answer these questions?

12. Rule 2c: Are they still into you?
• What are they doing?
–
–
–
–
–
–
–
Sending emails from MyHQ
Facebook
Twitter
Updating Personal page
# of gifts
Last logged in
Are they reading your emails?

13. Rule 3: You need to leave your office
• Email is not a cultivation or relationship building strategy
• Building relationships will help in long run = growth and sustainability
• Which events break through -standout from others, which events
succeed?
– Top fundraising events have:
• active participants
• coached participants
• Engaged participants

14. Rule 3a: Let’s Talk Email
• Email is important
• It’s a way to disseminate information
• One word you need to know when talking email
SEGMENT

15. Rule 3a: Let’s Talk Email, why segment?
Top Fundraisers
• Special line of
communication
recognizing their status
is ideal
• Recognize their role in
the event’s success
• Recognize how they
inspire others to be
successful with their
fundraising efforts
No $$ raised
(AKA “warm bodies”)
The middle tier… raising
something
• Let them know that
they’re supposed to
raise money
• Spell it out - Tell them
how to use the tools
• Create an email
campaign for $0
• Decided what’s your
acceptable loss
• This is where the real
potential lies!
• They’re already
fundraising…how can
you move them to the
“top tier”?
• Let them know about
important
milestones, fundraising
levels
• Let them know they
can compete with the
top fundraisers

16. How can Blackbaud Sphere help improve
my email communications?
Event Email Templates:
• Create an email
campaign for team
leaders –
recruitment or
fundraising/
team support
• Single one time
email or recurring
email

17. How do I get started?
1st - Check out the emails created by the National team!
They’re a great starting point.

18. A little email campaign inspiration
Event Email Templates:
• To help you get
started Blackbaud
has included a few
sample email
campaigns
Sample Campaigns
• Percentage to
fundraising goal
emails
• Welcome kit
• Recruitment
messages – single
mailings

19. Available Merge Fields
Event Info
•
Event Display Name
•
Event Goal
•
Total Donations Raised
•
Event Date
•
Event Location
•
Event Address 1 & 2
•
Event City
•
Event County
•
Event Contact Name
•
Event Contact Phone
•
Event Contact Email
•
Number of sign ups
•
Sign up Goal
•
Username
Hyperlinks
•
Hyper Link to Donate Page
•
Hyper Link to Event Home Page
•
Hyper Link to Login Page
•
Hyper Link to Register Page
•
Hyper Link to Participant Personal Page
Team
•
Team Name
•
Team Fundraising Goal
•
Team Member Recruitment Goal
•
Number of Team Members Recruited
•
Total Donation Raised by Team
•
Total Donation Raised by Team + Reg Fee
Participant
•
Total Donation + Reg Fee
•
Fundraising Goal for donations raised

20. Hey Colleen:
What was your Arthritis Foundation
dating experience like?

21. Rule 4: Attend your team captain’s events
• When you attend their team’s:
–
–
–
–
Restaurant night
Car wash
Bake Sale
Or, stop by their office on
jean’s day
• You are sending a message that
your team captain’s are
important and that you care

22. Rule 5: Ask them out again
• Challenge: Very few team captains
attend our Kick Off.
• How do you over come this? Refer
to Rule 4: attend their events
• Continue to invite them to events;
don’t cross them off your list:
– They may not be able to commit at
the moment, but will appreciate
the invite

23. Rule 6: Always say thank you
• Stand out by going old school:
– Send a card
– Make a phone call
– Host a thank you party
• Showcase your participants on
your event site
– It’s a way to recognize their
hard work and inspire others
• What are you doing to say
thank you?

24. Rule 7: Just because your event is
complete doesn’t mean your relationship
has ended
• Continue communication
• Invite team captains to
other events
• Ask them to be on your
committee
• Send them educational &
program information
• Your entire relationship doesn’t
have to be about fundraising

25. Questions