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Give Your Golf Fundraiser
a Makeover
Webinar Tips
 This webinar is being recorded and will be available on
  our website shortly

 If you have any technical troubles, please use the “chat”
  feature

 We will take all questions at the end. Please use the
  “raise hand” or “chat” feature to ask a question.
Our Presenters
                 HOST                               PRESENTERS

             Mike Prentice                         Kelly Hagerman
Director, Client Development & Fundraising   Program Manager – Events (GTA)
              Artez Interactive                     Kids Help Phone
                                                 www.kidshelpphone.ca



                                                    Linda Yielding
                                             Senior Manager, Special Events
                                                 Reach for the Rainbow
                                              www.reachfortherainbow.ca
The Charity Golf Fundraiser
 Very popular fundraising event (for orgs and participants)

 Very well suited to peer-to-peer and team fundraising

 BUT: Can easily become formulaic & predictable

 Like everything, you need to stand out from the crowd

 Often caters to the “higher end” of your donor profile,
  and requires strong corporate involvement so clean
  execution is a MUST
Objectives
 Draw out helpful tips and
  best practices for increasing
  event participation and
  awareness

 Learn to keep things clean,
  simple and effective

 Learn how to use online tools
  to your advantage

 Focus on raising more $$$
  while lowering admin costs
Kids Help Phone

                 Kelly Hagerman
           Program Manager – Events (GTA)
                  Kids Help Phone




               www.kidshelpphone.ca
BMO Golf Tournament History
 Began in 2003
 Tournament created by 2 BMO Executives
 Participants golf for 10 hours straight; all golfers collect
  pledges before the tournament. Some on a per-hole
  basis, which resulted in fiercely competitive and speedy
  golfing!
 Minimum pledge amount to participate: $3,500
 How funds were raised: Predominantly pledged based
  fundraising, some sponsorship as well
Evolving the Event
 NEW in 2007 (re-vamped Golf-a-thon)
 Theme – ‘Ryder Cup’ style golf tournament - Blue vs.
  White; event occurs every 2 years
 Invitation only solicitation to Senior Executives at BMO
  and their business lines
 Participants must raise $3,500 minimum through pledges
  in order to participate
 How funds are raised: Pledged based fundraising,
  sponsorship as well
Online Components
 Event website:
     BMO, Kids Help Phone, event branding and messaging
     Pledge a golfer button; Donation button
     Event details
 Online Pledging:
     Much easier for golfers to manage and communicate;
      saves a lot of admin time
     Pledge page template created for the golfers by Kids Help
      Phone, golfers customize: messaging, images, video etc.
 Online Donation:
     Teams are competitive so general donation option is good
      so Executives don’t need to upset either team!
Key Learnings
 Know your audience – in this case, simple is best:
     Online fundraising tools help keep it simple, easy AND
      personal
     Goal is to raise the most amount of money in the most
      cost effective way
 Each organization plays to their strengths:
     BMO: reaches out to their contacts to raise funds for a
      great service
     KHP: Manages the online and fundraising tools
 Event success due largely to BMO’s commitment to Kids
  Help Phone:
     Securing the right Committee Chair is key to ensuring the
      tournament’s success
Online Benefits
 2009: 80% of golfers raise
  money online

 2009: Over 55% of golfers
  raised more than 50% of
  their money online
Online Benefits
 Consistent messaging and marketing:
     Customized pledge page with event
      branding, pictures, Kids Help Phone
      videos/PSA’s
     Easy for golfers to use and solicit
      pledges
     Sponsor logo recognition online and
      day of
 BMO Golf-athon:
     Average amount of total funds raised:
      $200,000/year
 BMO Presidents’ Cup:
     Average funds raised $355,000/year
Pledge Page Sample
Thanks Kelly!
(remember, save questions for the
      end of the webinar)
Reach For The Rainbow

                   Linda Yielding
            Senior Manager, Special Events
                Reach for the Rainbow




             www.reachfortherainbow.ca
The Event
Registration
 Clear and concise

 Incentives and prizes

 Essential event info

 Strong sponsorship
  recognition

 Time Management

 Reconciliation/Tracking

 Tax Receipting
Sponsorship
 Consistent branding

 Connected via event
  homepage

 Extra Revenue Stream

 Recognition
Results
 Exceeded budget

 Time Management = Administration

 Time Management = Accounting

 Awareness and Branding for RFTR via personal page
  (Social Media)

 Logistics = sorting of information ie: golfer shirt sizing,
  accommodations, manifest, foursome lists etc.

 Donor Acknowledgement and Recognition
What We Learned
 Con - Graphics was a struggle, webmaster essential

 Pro - Time Management / Streamlined Process

 Pro- Logistics

 Pro - 2010 – Back of house training, freedom to do
  changes ourselves

 Pro- 2010 - Strong support from Artez
Thanks Linda!
(we will start taking questions in about 2 minutes)
KEY TAKEAWAYS
Key Takeaways
 Keep it simple

 Know your audience

 Messaging and marketing are key

 Friendly competition drives
  fundraising success so find ways
  to keep teams engaged
Key Takeaways
 Utilizing online tools makes it
  easier for registrants to raise
  more pledges
              AND
 Can help ease your
  administrative burden

 Keep things FUN! (pre-, during
  and post-event)
QUESTIONS



Kelly Hagerman
kelly.hagerman@kidshelpphone.ca

Linda Yielding
lyielding@reachfortherainbow.ca
Upcoming Webinars

   The Brits Are Coming! Fundraising in the UK
       April 1st @ 10:00 AM EDT (North America)

   The Peeps Who Tweet
       April 7th @ 2:00 PM EDT (North America)
Calendar Notes
 March 30th: Artez InterAction USA (Washington DC)
    Hear from top fundraising strategists and digital experts
     including: Dan Palotta, Ted Hart & Dharmesh Shah
    More info at www.artez.com



 April 8-10: NTEN Conference (Atlanta, GA)
 April 11-14: AFP Conference (Baltimore, MD)
    Please come by and say “Hi” to us at the Artez booth!
THANK YOU ! ! ! !




 Check Out “Digital Fundraising Podcast” on iTunes
 Follow Artez on Twitter: @artezonline
 Become our friend on Facebook: /artezinteractive!

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Artez Interactive - Give Your Golf Fundraiser a Makeover

  • 1. Give Your Golf Fundraiser a Makeover
  • 2. Webinar Tips  This webinar is being recorded and will be available on our website shortly  If you have any technical troubles, please use the “chat” feature  We will take all questions at the end. Please use the “raise hand” or “chat” feature to ask a question.
  • 3. Our Presenters HOST PRESENTERS Mike Prentice Kelly Hagerman Director, Client Development & Fundraising Program Manager – Events (GTA) Artez Interactive Kids Help Phone www.kidshelpphone.ca Linda Yielding Senior Manager, Special Events Reach for the Rainbow www.reachfortherainbow.ca
  • 4. The Charity Golf Fundraiser  Very popular fundraising event (for orgs and participants)  Very well suited to peer-to-peer and team fundraising  BUT: Can easily become formulaic & predictable  Like everything, you need to stand out from the crowd  Often caters to the “higher end” of your donor profile, and requires strong corporate involvement so clean execution is a MUST
  • 5. Objectives  Draw out helpful tips and best practices for increasing event participation and awareness  Learn to keep things clean, simple and effective  Learn how to use online tools to your advantage  Focus on raising more $$$ while lowering admin costs
  • 6. Kids Help Phone Kelly Hagerman Program Manager – Events (GTA) Kids Help Phone www.kidshelpphone.ca
  • 7. BMO Golf Tournament History  Began in 2003  Tournament created by 2 BMO Executives  Participants golf for 10 hours straight; all golfers collect pledges before the tournament. Some on a per-hole basis, which resulted in fiercely competitive and speedy golfing!  Minimum pledge amount to participate: $3,500  How funds were raised: Predominantly pledged based fundraising, some sponsorship as well
  • 8. Evolving the Event  NEW in 2007 (re-vamped Golf-a-thon)  Theme – ‘Ryder Cup’ style golf tournament - Blue vs. White; event occurs every 2 years  Invitation only solicitation to Senior Executives at BMO and their business lines  Participants must raise $3,500 minimum through pledges in order to participate  How funds are raised: Pledged based fundraising, sponsorship as well
  • 9. Online Components  Event website:  BMO, Kids Help Phone, event branding and messaging  Pledge a golfer button; Donation button  Event details  Online Pledging:  Much easier for golfers to manage and communicate; saves a lot of admin time  Pledge page template created for the golfers by Kids Help Phone, golfers customize: messaging, images, video etc.  Online Donation:  Teams are competitive so general donation option is good so Executives don’t need to upset either team!
  • 10. Key Learnings  Know your audience – in this case, simple is best:  Online fundraising tools help keep it simple, easy AND personal  Goal is to raise the most amount of money in the most cost effective way  Each organization plays to their strengths:  BMO: reaches out to their contacts to raise funds for a great service  KHP: Manages the online and fundraising tools  Event success due largely to BMO’s commitment to Kids Help Phone:  Securing the right Committee Chair is key to ensuring the tournament’s success
  • 11. Online Benefits  2009: 80% of golfers raise money online  2009: Over 55% of golfers raised more than 50% of their money online
  • 12. Online Benefits  Consistent messaging and marketing:  Customized pledge page with event branding, pictures, Kids Help Phone videos/PSA’s  Easy for golfers to use and solicit pledges  Sponsor logo recognition online and day of  BMO Golf-athon:  Average amount of total funds raised: $200,000/year  BMO Presidents’ Cup:  Average funds raised $355,000/year
  • 14. Thanks Kelly! (remember, save questions for the end of the webinar)
  • 15. Reach For The Rainbow Linda Yielding Senior Manager, Special Events Reach for the Rainbow www.reachfortherainbow.ca
  • 17. Registration  Clear and concise  Incentives and prizes  Essential event info  Strong sponsorship recognition  Time Management  Reconciliation/Tracking  Tax Receipting
  • 18. Sponsorship  Consistent branding  Connected via event homepage  Extra Revenue Stream  Recognition
  • 19. Results  Exceeded budget  Time Management = Administration  Time Management = Accounting  Awareness and Branding for RFTR via personal page (Social Media)  Logistics = sorting of information ie: golfer shirt sizing, accommodations, manifest, foursome lists etc.  Donor Acknowledgement and Recognition
  • 20. What We Learned  Con - Graphics was a struggle, webmaster essential  Pro - Time Management / Streamlined Process  Pro- Logistics  Pro - 2010 – Back of house training, freedom to do changes ourselves  Pro- 2010 - Strong support from Artez
  • 21. Thanks Linda! (we will start taking questions in about 2 minutes)
  • 23. Key Takeaways  Keep it simple  Know your audience  Messaging and marketing are key  Friendly competition drives fundraising success so find ways to keep teams engaged
  • 24. Key Takeaways  Utilizing online tools makes it easier for registrants to raise more pledges AND  Can help ease your administrative burden  Keep things FUN! (pre-, during and post-event)
  • 26. Upcoming Webinars  The Brits Are Coming! Fundraising in the UK  April 1st @ 10:00 AM EDT (North America)  The Peeps Who Tweet  April 7th @ 2:00 PM EDT (North America)
  • 27. Calendar Notes  March 30th: Artez InterAction USA (Washington DC)  Hear from top fundraising strategists and digital experts including: Dan Palotta, Ted Hart & Dharmesh Shah  More info at www.artez.com  April 8-10: NTEN Conference (Atlanta, GA)  April 11-14: AFP Conference (Baltimore, MD)  Please come by and say “Hi” to us at the Artez booth!
  • 28. THANK YOU ! ! ! !  Check Out “Digital Fundraising Podcast” on iTunes  Follow Artez on Twitter: @artezonline  Become our friend on Facebook: /artezinteractive!