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Online Fundraising Workshop
Kelly Zug
2015
Agenda
Introductions

Online Fundraising 

What is it? Why is it important? How do we do it most effectively?

Network Building and Engagement

What attracts a donor? How do you maximize your impact and donor networks?

GlobalGiving – How to Join 

Where do I go from here?
What is GlobalGiving?
Introductions!
Would your current donors and community describe your organization the same way?
4
Who are
you? 
What do
you do?
Why is it
important?
Imagine if you had to explain your organization to a potential funder in
a clear and concise way.
An online fundraising platform that helps
connect charitable organizations (like YOURS) around
the world to a large network of individual and
corporate donors to raise awareness and funds to
support their impact in their communities.
www.globalgiving.org
6
400,000+
Individual and Corporate Donors
$160+ Million
Since 2002…
Have	
  given….	
  
To…	
  
11,000+ projects with
organizations like YOURS
Through…	
  
2002
GlobalGiving
Founding Year
60+
Corporate Partners
2,400+
Organizations
around the world 
149
Different Countries
Project Locations
•  Countries	
  receiving	
  dona5ons	
  so	
  far	
  in	
  2013:	
  129!	
  
10
Corporate Partners
Gift Cards & Employee Giving Ÿ Cause-Marketing Ÿ International Vetting 

 

 
Disaster Relief 
 Ÿ Facilitation of Grants
Organizations
13
International
51%
U.S. Based
49%
U.S. Based
80%
International 
20%
Donors
What does GlobalGiving do?
14
	
  	
   	
  	
   	
  	
   	
  	
  
	
  	
   	
  	
   	
  	
   	
  	
  
Access and
visibility to
potential donors
worldwide
Tax Deductions
for U.S. Donors &
GiftAid for UK
Donors
1-on-1
Consultations
Frequent
Webinars and
Tools & Training
Blog
Multiple Bonus
Days
Feedback and
Donor
Management
Tools
Strategizing Help
for Fundraising
and Campaigns
Outreach for
Driving
Awareness and
Donors to our
platform
2014 Year in Review
15
Our best year yet!
GlobalGiving channeled $32 Million
to more than 1,800 organizations
*Number of donors, not $ sum
16	
  
GlobalGiving Sustainability
15 % Fee
2% Administration Fees
Keeps GlobalGiving sustainable as a
nonprofit to provide for you
Reliable connection with worldwide
donors and corporate partners
3% Credit Card Fees

Covers standard credit card fees
from donors’ cards

U.S. tax deductions for donations
10% Resources and Access that
Directly Benefit your Organization
Access to 400,000+ donors and 60+ Corporations

Donor Management Tools and Analysis

Free trainings, tools, and campaign strategizing

Free one-on-one consultations – call us anytime!

Calendar of Organization Campaigns & Matching Days

Gift Cards, Reoccurring Donations, and Tribute Giving

Rewards and benefits for being active

Continuous Innovation
18	
  
2% Administration Fees
Keeps GlobalGiving sustainable as a
NGO to provide for you
Reliable connection with world wide
donors and corporate partners
3% Credit Card Fees

Covers standard credit card fees from
donors’ cards

U.S. tax deductions for donations
The majority of our donors cover at least a portion of the fee
as they complete their donation.
Averages to 
9% Fee
	
  
10% Resources and Access for
Your Organization
Access to 400,000+ donors and 60+ Corporations

Donor Management Tools and Analysis

Free trainings, tools, and campaign strategizing

Free one-on-one consultations – call us anytime!

Calendar of Organization Campaigns & Matching Days

Gift Cards, Reoccurring Donations, and Tribute Giving

Rewards and benefits for being active

Continuous Innovation
Online
Fundraising
Success
Your
Organization STRATEGIZE:
IDENTIFY AND
PLAN
RECOGNIZE:
THANK AND
IMPROVE
EXERCISE,
ENGAGE, AND
PROMOTE
IDENTIFY AND
EXPAND
NETWORK
Why Online Fundraising?
Why Online Fundraising?
21
Manage, expand,
and engage your
network of donors 	
  
One additional
tool to the
fundraising
strategies you
already use
	
  
Network of ideas,
tools, and
resources to
increase
effectiveness	
  
Boost funds,
transparency, and
awareness	
  
Online Giving is Increasing!
$190 Million donated online to 100,000 charities in 2013!
22
Source: Network for Good
	
  
Difference between Offline and Online
Goals are still the same:
  Creating and maintaining relationships
  Building trust
  Delivering a message
  Giving people a reason to give
  Continuing to increase and share 

 your impact!
Strategizing Online
Online
Fundraising
Success
Your
Organization STRATEGIZE:
IDENTIFY AND
PLAN
RECOGNIZE:
THANK AND
IMPROVE
EXERCISE,
ENGAGE, AND
PROMOTE
IDENTIFY AND
EXPAND
NETWORK
What to Consider BEFORE Strategizing:
26
  Past accomplishments
  Capabilities & background of staff 
  Level of awareness and trust within 

your community
  A strong sense of your organization’s

identity, purpose, & action plan
  Evaluation of your present and 

potential network
Developing Your Strategy
  PLAN! Online Fundraising doesn’t just happen.
  Set realistic goals and quarterly benchmarks
  Create an annual calendar with promotions & campaigns
  Create a communications plan 
  Identify accountable staff and advocates
Setting SMART Campaign Goals
Set realistic goals
•  Get 50 additional Facebook likes by a certain date
•  Get 3 additional donors by next month
•  Send out a monthly newsletter
•  Create 2 Facebook posts a week 
Importance of campaigns
•  Creates a sense of urgency
•  Focused on awareness, new ideas, impact, & funding
•  Helps prevent donor fatigue

28
Create a sense of urgency
The last 3 months of the year
accounted for more than 
1/3 of 2013’s overall giving!

Online giving in December is 
more than 18.8% of total year’s giving.
29
30
Online
Fundraising
Success
Your
Organization STRATEGIZE:
IDENTIFY AND
PLAN
RECOGNIZE:
THANK AND
IMPROVE
EXERCISE,
ENGAGE, AND
PROMOTE
IDENTIFY AND
EXPAND
NETWORK
Working for Engagement


Awareness 
 
 
 
 
 
 
 
 


Engagement
Donation
Working for Engagement


Awareness 
 
 
 
 
 
 
 
 


Engagement
Donation
OUTREACH 	
  	
  
KNOWLEDGE	
  
ACCOUNTABILITY	
  
BRAND	
  	
  	
  	
  
TRUST	
  
Expanding your Network
  Identifying your network & its potential
  Create a communications plan 
  Find accountable staff members and “play to each of 

their strengths”
  Identify advocates to help you spread the word
Identify your Network


YOU
If you needed to get an urgent message
out, how many people could you
reach? How?

Draw your network map.
Group Discussion
Did you think of these people?
  Family and current friends
  Past colleagues and jobs
  University peers and professors
  Neighbors
  Committee members
  Church members
  Interest group members
  Friends of friends
  Childhood friends and teachers
38
  Close relationship to you or the organization
  Influential person
  Ability to reach into new networks
  Willingness to spread the word
  Time commitment 
39
How do you choose an advocate?
15 Minute Break!
Online
Fundraising
Success
Your
Organization STRATEGIZE:
IDENTIFY AND
PLAN
RECOGNIZE:
THANK AND
IMPROVE
EXERCISE,
ENGAGE, AND
PROMOTE
IDENTIFY AND
EXPAND
NETWORK
How to present your story online?
42
The motivation	
  The people	
  
The idea	
  
The problem	
  
The place	
  
Telling your story…
43
  Brevity is key. Put the important things FIRST!
  Make it about the cause
  Make it so your audience can identify with it

 
 
Evoke empathy, not sympathy
  Use powerful and hopeful visual imagery

 
 
A picture is worth a thousand words!
  Be specific on how a donation will make an impact
What are your tools?
  Photos
  Videos
  Personal anecdotes
  Beneficiary stories
  Statistics
Compelling Project Page
Specific, 
action –
oriented
Description
Easy to understand,
jargon-free, project
specific
Close-up, 
High-resolution
photo
Tangible,
realistic,
varied
goals
46
Working for Engagement


Awareness 
 
 
 
 
 
 
 
 


Engagement
Donation
Time	
  Commitment	
  
Social	
  Media	
  
Local	
  Events	
  
Pictures	
  &	
  Videos	
  
Emails	
  &	
  Blog	
  Posts	
  
Thank	
  You	
  Notes	
  
Show!	
  Don’t	
  just	
  tell.	
  	
  
Giving	
  credit	
  to	
  all	
  
Planning	
  the	
  ASK	
  
Online tools facilitate engagement!

Email à Newsletters, Updates

 
Email is still the largest drive of 

 
online giving at 33%


Facebook à Create a community


Twitter à Create a conversation


Blogs à Update and engage

 
Share your successes and setbacks 

 
with donors
Effective Outreach
•  Know your audiences 
•  Personalize and tailor communication & emails
•  Sort lists of donors (such as by past donation size or reasons for giving)
•  Do not spam. Always include an unsubscribe link in every email
•  Give donors a clear idea of what money is being used for
49
Keep Up with Your Donors
50
Project Reports
Holiday Campaigns
Bonus Days
Photo & Video
Competitions
Other	
  ways	
  to	
  Engage	
  Online!	
  
•  Video	
  &	
  Photos	
  
•  Interviewing	
  beneficiaries	
  
•  Start	
  online	
  tradi5ons	
  
•  Join	
  the	
  conversa5on	
  around	
  the	
  cause	
  
•  Collaborate	
  with	
  similar	
  organiza5ons	
  
•  Online	
  fundraising	
  campaigns	
  
•  Promo5on	
  of	
  events	
  
•  Story	
  telling	
  
	
  
	
  
Working for Engagement


Awareness 
 
 
 
 
 
 
 
 


Engagement
Donation
Timing	
  the	
  ASK	
  
Avoiding	
  Donor	
  FaOgue	
  
Online
Fundraising
Success
Your
Organization STRATEGIZE:
IDENTIFY AND
PLAN
RECOGNIZE:
THANK AND
IMPROVE
EXERCISE,
ENGAGE, AND
PROMOTE
IDENTIFY AND
EXPAND
NETWORK
Donor Appreciation
  Send thank you notes as soon as possible and personalize them
  Share photos and beneficiary stories in project reports
  Make donors feel like a crucial part of your organization and its success
46% of donors stop giving because they feel like their
donations are not recognized or appreciated!
56
Web Analytics Tool
57
58	
  
GlobalGiving	
  UK	
  
How to Join GlobalGiving
How to Join GlobalGiving
Submit
Application
Due Diligence
Processing
Post a Project!
Pass through
the Open
Challenge!
www.globalgiving.org1
3
2
Documents to Complete an Application
  Certification of Government Registration
  Letter of Reference
  Program Materials
  Founding Document (with dissolution clause)
  Disbursement Information
  Financial Documents (2 years of financial statements and a current year budget)
  Names of senior staff and board members
GlobalGiving’s Terms and Conditions

We accept Google Translate as an acceptable English translation 
of these forms. Please send questions to applications@globalgiving.org
Succeed in an Open Challenge
  Test your online fundraising skills! Succeed and become a 
permanent partner with GlobalGiving!
  Open Challenges occur multiple times a year!

Requirements: Raise $5,000 (minimum) dollars from at least 40 unique donors

Duration: 1 month

Next Open Challenge: June, 2015

Last day to Register: April 24, 2015

At least one matching day during the 1 month period.

  Email questions to challengehelp@globalgiving.org

"
65
The image cannot be displayed. Your computer may not have enough memory to open the image, or the image may have been corrupted. Restart your computer, and then open the file again. If the red x still appears, you may have to delete the image and then insert it again.
Some Ideas for the Open Challenge
  Train staff how to network and do outreach
  Connect with diaspora groups or those abroad
  Personalize emails and Facebook messages
  Make donors an offer they can’t refuse
  Eat for a Cause, using local restaurants
  Reach out to similar organizations to learn more
66
Post a project. Let’s create a strategy…
1.  Raise $5000 from 40 donors in 1 month online
2.  Map out a communications plan to announce the
campaign and your month’s strategy
3.  What will you do Before, During, and After to make the
campaign a success and drive awareness
4.  Practice writing your concise project summary
5.  Include how you will use Facebook, Email, and any other
resource you plan to use
Raise $5,000 in one month from
(at least) 40 donors
BEFORE
-  Drive awareness
-  Community events
-  Outreach 
-  Social Media engagement
-  Sense of urgency
68
DURING
- Get committed/closest contacts 
to donate early
- Ask those closest to you
- The timing of the ASK
- Create sense of urgency
- Spread the message
AFTER
- Thank you notes
- Follow up with progress
Questions?
  Email further questions to
inthefield@globalgiving.org

  Free 1-on-1 Consultation 
with a GlobalGiving staff member
69

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  • 2. Agenda Introductions Online Fundraising What is it? Why is it important? How do we do it most effectively? Network Building and Engagement What attracts a donor? How do you maximize your impact and donor networks? GlobalGiving – How to Join Where do I go from here?
  • 4. Introductions! Would your current donors and community describe your organization the same way? 4 Who are you? What do you do? Why is it important? Imagine if you had to explain your organization to a potential funder in a clear and concise way.
  • 5. An online fundraising platform that helps connect charitable organizations (like YOURS) around the world to a large network of individual and corporate donors to raise awareness and funds to support their impact in their communities.
  • 7. 400,000+ Individual and Corporate Donors $160+ Million Since 2002… Have  given….   To…   11,000+ projects with organizations like YOURS Through…  
  • 9. Project Locations •  Countries  receiving  dona5ons  so  far  in  2013:  129!  
  • 10. 10
  • 11.
  • 12. Corporate Partners Gift Cards & Employee Giving Ÿ Cause-Marketing Ÿ International Vetting Disaster Relief Ÿ Facilitation of Grants
  • 14. What does GlobalGiving do? 14                                 Access and visibility to potential donors worldwide Tax Deductions for U.S. Donors & GiftAid for UK Donors 1-on-1 Consultations Frequent Webinars and Tools & Training Blog Multiple Bonus Days Feedback and Donor Management Tools Strategizing Help for Fundraising and Campaigns Outreach for Driving Awareness and Donors to our platform
  • 15. 2014 Year in Review 15 Our best year yet! GlobalGiving channeled $32 Million to more than 1,800 organizations *Number of donors, not $ sum
  • 16. 16   GlobalGiving Sustainability 15 % Fee 2% Administration Fees Keeps GlobalGiving sustainable as a nonprofit to provide for you Reliable connection with worldwide donors and corporate partners 3% Credit Card Fees Covers standard credit card fees from donors’ cards U.S. tax deductions for donations 10% Resources and Access that Directly Benefit your Organization Access to 400,000+ donors and 60+ Corporations Donor Management Tools and Analysis Free trainings, tools, and campaign strategizing Free one-on-one consultations – call us anytime! Calendar of Organization Campaigns & Matching Days Gift Cards, Reoccurring Donations, and Tribute Giving Rewards and benefits for being active Continuous Innovation
  • 17.
  • 18. 18   2% Administration Fees Keeps GlobalGiving sustainable as a NGO to provide for you Reliable connection with world wide donors and corporate partners 3% Credit Card Fees Covers standard credit card fees from donors’ cards U.S. tax deductions for donations The majority of our donors cover at least a portion of the fee as they complete their donation. Averages to 9% Fee   10% Resources and Access for Your Organization Access to 400,000+ donors and 60+ Corporations Donor Management Tools and Analysis Free trainings, tools, and campaign strategizing Free one-on-one consultations – call us anytime! Calendar of Organization Campaigns & Matching Days Gift Cards, Reoccurring Donations, and Tribute Giving Rewards and benefits for being active Continuous Innovation
  • 19. Online Fundraising Success Your Organization STRATEGIZE: IDENTIFY AND PLAN RECOGNIZE: THANK AND IMPROVE EXERCISE, ENGAGE, AND PROMOTE IDENTIFY AND EXPAND NETWORK
  • 21. Why Online Fundraising? 21 Manage, expand, and engage your network of donors   One additional tool to the fundraising strategies you already use   Network of ideas, tools, and resources to increase effectiveness   Boost funds, transparency, and awareness  
  • 22. Online Giving is Increasing! $190 Million donated online to 100,000 charities in 2013! 22 Source: Network for Good  
  • 23. Difference between Offline and Online Goals are still the same:   Creating and maintaining relationships   Building trust   Delivering a message   Giving people a reason to give   Continuing to increase and share your impact!
  • 25. Online Fundraising Success Your Organization STRATEGIZE: IDENTIFY AND PLAN RECOGNIZE: THANK AND IMPROVE EXERCISE, ENGAGE, AND PROMOTE IDENTIFY AND EXPAND NETWORK
  • 26. What to Consider BEFORE Strategizing: 26   Past accomplishments   Capabilities & background of staff   Level of awareness and trust within your community   A strong sense of your organization’s identity, purpose, & action plan   Evaluation of your present and potential network
  • 27. Developing Your Strategy   PLAN! Online Fundraising doesn’t just happen.   Set realistic goals and quarterly benchmarks   Create an annual calendar with promotions & campaigns   Create a communications plan   Identify accountable staff and advocates
  • 28. Setting SMART Campaign Goals Set realistic goals •  Get 50 additional Facebook likes by a certain date •  Get 3 additional donors by next month •  Send out a monthly newsletter •  Create 2 Facebook posts a week Importance of campaigns •  Creates a sense of urgency •  Focused on awareness, new ideas, impact, & funding •  Helps prevent donor fatigue 28
  • 29. Create a sense of urgency The last 3 months of the year accounted for more than 1/3 of 2013’s overall giving! Online giving in December is more than 18.8% of total year’s giving. 29
  • 30. 30
  • 31. Online Fundraising Success Your Organization STRATEGIZE: IDENTIFY AND PLAN RECOGNIZE: THANK AND IMPROVE EXERCISE, ENGAGE, AND PROMOTE IDENTIFY AND EXPAND NETWORK
  • 32. Working for Engagement Awareness Engagement Donation
  • 33. Working for Engagement Awareness Engagement Donation OUTREACH     KNOWLEDGE   ACCOUNTABILITY   BRAND         TRUST  
  • 34. Expanding your Network   Identifying your network & its potential   Create a communications plan   Find accountable staff members and “play to each of their strengths”   Identify advocates to help you spread the word
  • 36. If you needed to get an urgent message out, how many people could you reach? How? Draw your network map. Group Discussion
  • 37.
  • 38. Did you think of these people?   Family and current friends   Past colleagues and jobs   University peers and professors   Neighbors   Committee members   Church members   Interest group members   Friends of friends   Childhood friends and teachers 38
  • 39.   Close relationship to you or the organization   Influential person   Ability to reach into new networks   Willingness to spread the word   Time commitment 39 How do you choose an advocate?
  • 41. Online Fundraising Success Your Organization STRATEGIZE: IDENTIFY AND PLAN RECOGNIZE: THANK AND IMPROVE EXERCISE, ENGAGE, AND PROMOTE IDENTIFY AND EXPAND NETWORK
  • 42. How to present your story online? 42 The motivation  The people   The idea   The problem   The place  
  • 43. Telling your story… 43   Brevity is key. Put the important things FIRST!   Make it about the cause   Make it so your audience can identify with it Evoke empathy, not sympathy   Use powerful and hopeful visual imagery A picture is worth a thousand words!   Be specific on how a donation will make an impact
  • 44. What are your tools?   Photos   Videos   Personal anecdotes   Beneficiary stories   Statistics
  • 45. Compelling Project Page Specific, action – oriented Description Easy to understand, jargon-free, project specific Close-up, High-resolution photo Tangible, realistic, varied goals
  • 46. 46
  • 47. Working for Engagement Awareness Engagement Donation Time  Commitment   Social  Media   Local  Events   Pictures  &  Videos   Emails  &  Blog  Posts   Thank  You  Notes   Show!  Don’t  just  tell.     Giving  credit  to  all   Planning  the  ASK  
  • 48. Online tools facilitate engagement! Email à Newsletters, Updates Email is still the largest drive of online giving at 33% Facebook à Create a community Twitter à Create a conversation Blogs à Update and engage Share your successes and setbacks with donors
  • 49. Effective Outreach •  Know your audiences •  Personalize and tailor communication & emails •  Sort lists of donors (such as by past donation size or reasons for giving) •  Do not spam. Always include an unsubscribe link in every email •  Give donors a clear idea of what money is being used for 49
  • 50. Keep Up with Your Donors 50 Project Reports Holiday Campaigns Bonus Days Photo & Video Competitions
  • 51. Other  ways  to  Engage  Online!   •  Video  &  Photos   •  Interviewing  beneficiaries   •  Start  online  tradi5ons   •  Join  the  conversa5on  around  the  cause   •  Collaborate  with  similar  organiza5ons   •  Online  fundraising  campaigns   •  Promo5on  of  events   •  Story  telling      
  • 52. Working for Engagement Awareness Engagement Donation Timing  the  ASK   Avoiding  Donor  FaOgue  
  • 53. Online Fundraising Success Your Organization STRATEGIZE: IDENTIFY AND PLAN RECOGNIZE: THANK AND IMPROVE EXERCISE, ENGAGE, AND PROMOTE IDENTIFY AND EXPAND NETWORK
  • 54. Donor Appreciation   Send thank you notes as soon as possible and personalize them   Share photos and beneficiary stories in project reports   Make donors feel like a crucial part of your organization and its success 46% of donors stop giving because they feel like their donations are not recognized or appreciated!
  • 55.
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  • 59. How to Join GlobalGiving
  • 60. How to Join GlobalGiving Submit Application Due Diligence Processing Post a Project! Pass through the Open Challenge!
  • 62. Documents to Complete an Application   Certification of Government Registration   Letter of Reference   Program Materials   Founding Document (with dissolution clause)   Disbursement Information   Financial Documents (2 years of financial statements and a current year budget)   Names of senior staff and board members GlobalGiving’s Terms and Conditions We accept Google Translate as an acceptable English translation of these forms. Please send questions to applications@globalgiving.org
  • 63. Succeed in an Open Challenge   Test your online fundraising skills! Succeed and become a permanent partner with GlobalGiving!   Open Challenges occur multiple times a year! Requirements: Raise $5,000 (minimum) dollars from at least 40 unique donors Duration: 1 month Next Open Challenge: June, 2015 Last day to Register: April 24, 2015 At least one matching day during the 1 month period.   Email questions to challengehelp@globalgiving.org "
  • 64.
  • 65. 65 The image cannot be displayed. Your computer may not have enough memory to open the image, or the image may have been corrupted. Restart your computer, and then open the file again. If the red x still appears, you may have to delete the image and then insert it again.
  • 66. Some Ideas for the Open Challenge   Train staff how to network and do outreach   Connect with diaspora groups or those abroad   Personalize emails and Facebook messages   Make donors an offer they can’t refuse   Eat for a Cause, using local restaurants   Reach out to similar organizations to learn more 66
  • 67. Post a project. Let’s create a strategy… 1.  Raise $5000 from 40 donors in 1 month online 2.  Map out a communications plan to announce the campaign and your month’s strategy 3.  What will you do Before, During, and After to make the campaign a success and drive awareness 4.  Practice writing your concise project summary 5.  Include how you will use Facebook, Email, and any other resource you plan to use
  • 68. Raise $5,000 in one month from (at least) 40 donors BEFORE -  Drive awareness -  Community events -  Outreach -  Social Media engagement -  Sense of urgency 68 DURING - Get committed/closest contacts to donate early - Ask those closest to you - The timing of the ASK - Create sense of urgency - Spread the message AFTER - Thank you notes - Follow up with progress
  • 69. Questions?   Email further questions to inthefield@globalgiving.org   Free 1-on-1 Consultation with a GlobalGiving staff member 69