3. At the end of the session, we’ll ask you to go online and fill out
our integration survey. We’ll select 1 WINNER to receive
complimentary 1-hour Xtraordinary integrated fundraising
consulting session
http://www.surveymonkey.com/s/JWWDFMS
Take our survey at the end of
the session!
4. AGENDA
9:00-9:45
The Dramatic Oversimplification of Scottish Fundraising.
What donors told us.
9:45 – 10:15
6 Laser Focused Tactics for Integrated Fundraising Success:
A UK case study
10:15 – 10:30 COFFEE BREAK
10:30 – 11:00
Going Mobile
11:00 – 11:30
Winning the Talent War in an Integrated marketing World
11:30 – 12:00
UK Legacy Survey Case Study
5. YOUR FACILITATORS
Mike Johnston
Partner, Xtraordinary Fundraising
Stephen Butler
Partner, Xtraordinary Fundraising
Lindsay Sievewright
Partner, Xtraordinary Fundraising
Special Guests: Bruce Tait, Bruce Tait Associates
and Sandra Luther, Blackbaud
6. A QUESTION TO ASK YOURSELF
• How much has technology and communication
changed in the last 10 years?
7. HOW MUCH HAVE FUNDRAISING
PRACTICES CHANGED FOR YOU IN THE
LAST 10 YEARS?
8. CHANNEL ECOSYSTEM
THIS ISN’T WHAT WE HAD 20 YEARS AGO?!
Work
place
Retail
giving
Check in
the mail
Mobile
Social
media
Online
Email
Crowd
funding
Text/
SMS
Peer-to-
Peer
Transactional OutreachEngagement
Direct
mail
Website
Volunteer/
Meetups
Monthly
giving
Directed
giving
8
15. CONNECT THE PAIRS...WHICH
GENERATION GIVES MORE TO THIS KIND
OF CHARITY THAN ANY OTHER
GENERATION
Gen X Health
Mature Human Rights
Gen Y Children
Boomer Environmental
20. CORE LESSONS FROM THE DATA
• UK Donors of all ages give in multiple ways
• Gen X and Gen Y are becoming important
• Different groups have different communication
preferences
• All donors enjoy being communicated with in a
variety of ways
• Donors learn about your organisation in a variety
of ways but traditional media and new forms of
media are very important channels
22. CORE LESSONS FROM THE DATA…
• Offering a variety of ways to give – to all ages
• Ensuring various communications are consistent
with one another
• Giving opportunities for engagement that are not
financial
• Personalizing the giving experience as much as
possible
24. INTEGRATION NEEDS TO TAKE PLACE IN
MORE THAN ONE DIRECTION
Horizontally
StyleMessagingTheme
Renewal
Donor
Development
Acquisition
Vertically
In a
chronological
customer
contact flow
25. INTEGRATION – DONE PROPERLY –
GROWS THE WHOLE PYRAMID…
Prospects
One-off
Monthly
Major
Wills
One-off
Prospect
Monthly
Major
Wills
26. • The digital, integrated lead generation
survey:
– Sent to 57,400 donors
– 3 key segments: Monthly, Active &
Lapsed
– 5,530 responses (response rate of 11%)
– Raised £12,000 – a bonus!
– Reactivated 30 donors
– Found 85 legacies and 292 legacy leads
– 143 middle and major donor leads!
– Key: shared budgeting!
INTEGRATION FOR THE WHOLE PYRAMID
28. 1. Donors from 35 to 45 were thinking of legacy gifts
2. Shown to be 300% over represented on LinkedIn
3. Open to Gifts of Stock
4. Now…. A LinkedIn Strategy for a Legacy Gift for
younger donors….
HAPPY SURPRISES!
30. Ego-
philanthropy
Feeling the
need to be
their own
fundraising
brand
Tribute Mania
The need to
tell the world
about your
parents and
friends and
family
Hyper-
adventure
giving
Feeling young
and having
fun while
giving
Hyper-
choice
The death of
unrestricted
giving
4 TYPES OF UK NEXT GEN DONORS
Proprietary & Confidential8/27/2013 Slide 30
31. HSBC Chief Economist: “They are behaving like
the Nobility in the Peasant’s Revolt”
They own 80% of the country’s £6.7trn in
wealth – and they are the longest lived of any
generation in the UK.
32. • How boomers act – compared to civics and
how this makes sense for online social
network fundraising…
38. CONNECT THE PAIRS...WHICH
GENERATION OF GIVERS IS THE MOST
PROLIFIC USER OF THE FOLLOWING
GIVING CHANNELS?
Gen X Regular Giving
Mature Web Giving
Gen Y Social Media
Boomer Charity Gift Shop
40. THE CULTURAL ACCEPTANCE OF
CRAZY, TOUGH, PHYSICAL FUNDRAISING
• David Walliams
• Successfully swam
the English Channel
for Sport Relief
• Online Fundraising
Page to raise over 1
million pounds
46. Ego-
philanthropy
Feeling the
need to be
their own
fundraising
brand
Tribute Mania
The need to
tell the world
about your
parents and
friends and
family
Hyper-
adventure
giving
Feeling young
and having
fun while
giving
Hyper-
choice
The death of
unrestricted
giving
RANK (1 TO 5) ON HOW PREPARED YOU
ARE FOR EACH NEXT GEN DONOR TYPE
Proprietary & Confidential8/27/2013 Slide 46
MikeTo be donor cenric – you have to understand who your donors are, how they come to you and how the want to interact with you
MikeTo be donor cenric – you have to understand who your donors are, how they come to you and how the want to interact with you
Mike
Mike
MikeGiven that the vast majority of donor acquisition is through direct mail, it is important for us to understand how different generations of donors first learned about their top charities, and the relative importance of mail Mail the dominant channel for Matures, but … Mainstream media and WOM top prospecting channels across age cohorts WOM, school, and P2P fundraising more prevalent for Gen Y (not direct) What we also see on this chart is the importance of a cradle-to-grave strategy for building relationships. Even a quarter of Boomers say that they first learned about a top charity during childhood What is also interesting is what IS NOT a top prospect channel – and that is websites (5%) and social networking site (4%). Emerges as a research toolQ10: How did you first learn about (top charity)? Select all that apply. [Top channels cited above]Q11: How old were you when you first learned about (top charity)? (Best guess is fine)Q9: For how long have you been supporting (top charity)? [Average # of years cited]
MikeGiven that the vast majority of donor acquisition is through direct mail, it is important for us to understand how different generations of donors first learned about their top charities, and the relative importance of mail Mail the dominant channel for Matures, but … Mainstream media and WOM top prospecting channels across age cohorts WOM, school, and P2P fundraising more prevalent for Gen Y (not direct) What we also see on this chart is the importance of a cradle-to-grave strategy for building relationships. Even a quarter of Boomers say that they first learned about a top charity during childhood What is also interesting is what IS NOT a top prospect channel – and that is websites (5%) and social networking site (4%). Emerges as a research toolQ10: How did you first learn about (top charity)? Select all that apply. [Top channels cited above]Q11: How old were you when you first learned about (top charity)? (Best guess is fine)Q9: For how long have you been supporting (top charity)? [Average # of years cited]
Mike Direct donation most prevalent, but more likely to be first form of support as age Y (followed by X) more likely to check out the charity’s website as a way to get involved. Also more likely to attend an event and volunteer. Finally, Y most likely to promote charity to others through email, FB, etc. Suggests that younger groups need to go through one or more cultivation steps to build a relationship that can lead to a financial transactionQ12: When you first learned of [Top Charity], in what ways did you become involved with the charity/group? Blue numbering indicates significance at the 95% confidence level