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6 Secrets to Boost Your Year-End
Fundraising
Kyle Barkings, Tapp Network
Joseph DiGiovanni, Tapp Network
Witt Godden, Tapp Network
www.TappNetwork.com 11/19/20
2 © TechSoup Global. All Rights Reserved.
Using Zoom
• All lines are muted
• Use the Q&A feature to ask questions.
• You will receive an email with this presentation,
recording, and links.
A Global Network Bridging Tech Solutions and
Services for Good.
4 © TechSoup Global. All Rights Reserved.
Today’s PresentersToday’s Presenters
Nicole Jones
Content Producer,
TechSoup
Witt Godden
Director of Strategic Marketing
Tapp Network
Joseph DiGiovanni
Co-Founder
Tapp Network
5
In partnership with:
A Mission-Driven
Marketing and Technology
Agency Empowering
Organizations for Good
6
What we’ll cover today
1. Develop a last-minute year-end
fundraising strategy
2. Quickly boost donations directly on
your site
3. Increase your social media
fundraising efforts
4. Leverage email drip campaigns to
target corporate funders
5. Drive donations through virtual
year-end events online
6. Measure the effectiveness of your
campaign
. © TechSoup Global | All rights reserved7
Why Year-End
Fundraising Matters!
expected a decline
in fundraising during
the rest of 2020.
72%
of annual giving
occurs in
December
31%
of all giving happens in
the last three days of
the year
12%
raise between 26 – 50% of
their annual funds from their
year-end ask.
28%
make between 1-3 donor
“touches” for their
year-end campaign.
59.9% 2x
volunteers are
twice as likely to
donate.
Metrics as of March 2018
. © TechSoup Global | All rights reserved8 8 © TechSoup Global. All Rights Reserved.
1. Develop a last-minute year-end
fundraising strategy
. © TechSoup Global | All rights reserved9
Develop a last-minute year-end fundraising strategy
Prioritize Contacts with Your Most Loyal, Promising
Supporters:
1. Start with those that gave last year but not this year,
and sort according to donation size.
2. Measure cumulative annual giving.
3. Identify your member’s who bring in significant
peer-to-peer donations.
4. Include your volunteers
1
. © TechSoup Global | All rights reserved10
Plan Ahead to Call Your Most Important
Lapsed Donors
1. Create a script for your team or volunteers to
use when calling Lapsed Donors
2. If you are not able to call them, plan on
sending them a “We Miss You” letter or
email.
Develop a last-minute year-end fundraising strategy1
. © TechSoup Global | All rights reserved11
Year End Email Series
• Send a series of at least 3 emails between
December 26th and 31st.
Email Best Practices
• Subject Lines should be well thought out
• Make sure your emails are personalized
• Send fundraising emails more than once
Develop a last-minute year-end fundraising strategy1
. © TechSoup Global | All rights reserved12
Branch Out!
• Send your messages across
different channels
• Create an omni-channel content
calendar and timeline to track
both online and offline efforts
Develop a last-minute year-end fundraising strategy1
. © TechSoup Global | All rights reserved13
2. Quickly boost donations directly
on your site
. © TechSoup Global | All rights reserved14
Quickly boost donations directly on your site2
• Go Mobile
• Grab People’s Attention
• Brand Your Donation Platforms
• Keep It Simple
• Easy to Find on Your Site
• Minimal Form Fields
. © TechSoup Global | All rights reserved15
Quickly boost donations directly on your site2
● Use Tiered Donation Levels
● Allow for Monthly Giving Options
● Add Social Proof
● Leverage the Moment
○ Ask to Join your Mailing list
○ Give them the option to give you a
shout out on Social Media
○ Increase your donation option
○ Personalized Email Receipt
. © TechSoup Global | All rights reserved16 16 © TechSoup Global. All Rights Reserved.
3. Increase Your Social Media
Fundraising
. © TechSoup Global | All rights reserved17
Increase Your Social Media Fundraising3
• Choose your platforms intentionally
• Functionality
• Demographics
• Messaging
• Make your graphics and other materials
accessible and/or easily shared
• Downloads on your giving page
. © TechSoup Global | All rights reserved18
Increase Your Social Media Fundraising3
• Invite Your Donors to Fundraise on
Your Behalf
• Challenges
• Brand Ambassadors
• Peer-to-Peer Campaigns
• Crowdfunding
. © TechSoup Global | All rights reserved19
4. Leverage email drip campaigns to
target corporate funders
20 Copyright © TechSoup Global. All Rights Reserved.
“A series of pre-written emails that are automatically sent to a prospect over a
period of time based on criteria determined by the sender.”
What Is An Email Drip Campaign?
. © TechSoup Global | All rights reserved21
Leverage email drip campaigns to target corporate funders4
1
Top Of Mind Email Drip
Campaigns
Audience: Prospects
Goals:
• Make yourself memorable
• Provide education about
your organization
2
Nurture Email Drip
Campaigns
Audience: Current Supporters
Goals:
• Update donors or volunteers
• Inviting them to become a
recurring donor
3
Re-Engagement Email
Drip Campaigns
Audience: Inactive/Former
Supporters
Goals:
• Soft messaging to bring
them back on board
• Woo them, don’t blast them
. © TechSoup Global | All rights reserved22
Leverage email drip campaigns to target corporate funders4
Request for
Sponsorship
Yes
No
Wait 2 days.
Open?
Same email,
new subject
line
Yes
No
Wait 1 Week.
Requested Info?
Yes
No
Wait 2 days.
Requested Info?
Thank you and
schedule call
Impact Email
Thank you and
schedule call
Impact Email
Stop
Stop
Stop
Stop
. © TechSoup Global | All rights reserved23 23 © TechSoup Global. All Rights Reserved.
5. Drive donations through virtual
year-end events online
. © TechSoup Global | All rights reserved24
Drive donations through virtual year-end events online5
• Virtual Gala
• Entertainment
• Silent Auction
• Social Media Integration
• Virtual Run/Walk
• Peer-to-peer fundraising
• Virtual Community
• Social Media Integration
. © TechSoup Global | All rights reserved25
6. Measure the effectiveness of your
campaign
. © TechSoup Global | All rights reserved26
Measure the effectiveness of your campaign6
Key Metrics to Measure
1. # Donor Growth - Year-Over-Year
2. Total # Donations Received
3. Average Donation Amount
4. Donor Retention Rate
5. % Of Recurring Donation
6. Cost of Donor Acquisition
7. Conversion Rate By Channel
a. (# of donations / # of total visitors)
. © TechSoup Global | All rights reserved27
Measure the effectiveness of your campaign6
Visualize Your Results
• Cross Reference Data from
Multiple Sources
• Google Data Studio
Compare Against Benchmarks
• No better benchmarks than your
own
• Comparing against the
performance of other
organizations in your cause
vertical
. © TechSoup Global | All rights reserved28
Measure the effectiveness of your campaign6
Calculate Your ROI
• Measure the ROI of our year-end
campaigns by taking the number of
hours put into a project divided by the
number of people who derive value
from your campaign(s)
. © TechSoup Global | All rights reserved29
Final Takeaways
1. Don’t Wait - Start Now
2. Don’t Rely Only on Direct Mail
3. Video Will Be Big This
Year-End
4. #GivingTuesday Is Growing
5. Don’t Neglect Your Follow-Up
Strategy
. © TechSoup Global | All rights reserved30
Get In Touch
If you have any questions or wish to
speak a TechSoup expert about your
year end fundraising initiatives, get in
touch here or send an email to
techsoup@tappnetwork.com
GET IN TOUCH
31 © TechSoup Global. All Rights Reserved.
Questions?
This is your chance!
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ask us any questions
you have about this
presentation.
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www.techsoup.org/community-events
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6 Secrets to Boost Your Year-End Fundraising

  • 1. 6 Secrets to Boost Your Year-End Fundraising Kyle Barkings, Tapp Network Joseph DiGiovanni, Tapp Network Witt Godden, Tapp Network www.TappNetwork.com 11/19/20
  • 2. 2 © TechSoup Global. All Rights Reserved. Using Zoom • All lines are muted • Use the Q&A feature to ask questions. • You will receive an email with this presentation, recording, and links.
  • 3. A Global Network Bridging Tech Solutions and Services for Good.
  • 4. 4 © TechSoup Global. All Rights Reserved. Today’s PresentersToday’s Presenters Nicole Jones Content Producer, TechSoup Witt Godden Director of Strategic Marketing Tapp Network Joseph DiGiovanni Co-Founder Tapp Network
  • 5. 5 In partnership with: A Mission-Driven Marketing and Technology Agency Empowering Organizations for Good
  • 6. 6 What we’ll cover today 1. Develop a last-minute year-end fundraising strategy 2. Quickly boost donations directly on your site 3. Increase your social media fundraising efforts 4. Leverage email drip campaigns to target corporate funders 5. Drive donations through virtual year-end events online 6. Measure the effectiveness of your campaign
  • 7. . © TechSoup Global | All rights reserved7 Why Year-End Fundraising Matters! expected a decline in fundraising during the rest of 2020. 72% of annual giving occurs in December 31% of all giving happens in the last three days of the year 12% raise between 26 – 50% of their annual funds from their year-end ask. 28% make between 1-3 donor “touches” for their year-end campaign. 59.9% 2x volunteers are twice as likely to donate. Metrics as of March 2018
  • 8. . © TechSoup Global | All rights reserved8 8 © TechSoup Global. All Rights Reserved. 1. Develop a last-minute year-end fundraising strategy
  • 9. . © TechSoup Global | All rights reserved9 Develop a last-minute year-end fundraising strategy Prioritize Contacts with Your Most Loyal, Promising Supporters: 1. Start with those that gave last year but not this year, and sort according to donation size. 2. Measure cumulative annual giving. 3. Identify your member’s who bring in significant peer-to-peer donations. 4. Include your volunteers 1
  • 10. . © TechSoup Global | All rights reserved10 Plan Ahead to Call Your Most Important Lapsed Donors 1. Create a script for your team or volunteers to use when calling Lapsed Donors 2. If you are not able to call them, plan on sending them a “We Miss You” letter or email. Develop a last-minute year-end fundraising strategy1
  • 11. . © TechSoup Global | All rights reserved11 Year End Email Series • Send a series of at least 3 emails between December 26th and 31st. Email Best Practices • Subject Lines should be well thought out • Make sure your emails are personalized • Send fundraising emails more than once Develop a last-minute year-end fundraising strategy1
  • 12. . © TechSoup Global | All rights reserved12 Branch Out! • Send your messages across different channels • Create an omni-channel content calendar and timeline to track both online and offline efforts Develop a last-minute year-end fundraising strategy1
  • 13. . © TechSoup Global | All rights reserved13 2. Quickly boost donations directly on your site
  • 14. . © TechSoup Global | All rights reserved14 Quickly boost donations directly on your site2 • Go Mobile • Grab People’s Attention • Brand Your Donation Platforms • Keep It Simple • Easy to Find on Your Site • Minimal Form Fields
  • 15. . © TechSoup Global | All rights reserved15 Quickly boost donations directly on your site2 ● Use Tiered Donation Levels ● Allow for Monthly Giving Options ● Add Social Proof ● Leverage the Moment ○ Ask to Join your Mailing list ○ Give them the option to give you a shout out on Social Media ○ Increase your donation option ○ Personalized Email Receipt
  • 16. . © TechSoup Global | All rights reserved16 16 © TechSoup Global. All Rights Reserved. 3. Increase Your Social Media Fundraising
  • 17. . © TechSoup Global | All rights reserved17 Increase Your Social Media Fundraising3 • Choose your platforms intentionally • Functionality • Demographics • Messaging • Make your graphics and other materials accessible and/or easily shared • Downloads on your giving page
  • 18. . © TechSoup Global | All rights reserved18 Increase Your Social Media Fundraising3 • Invite Your Donors to Fundraise on Your Behalf • Challenges • Brand Ambassadors • Peer-to-Peer Campaigns • Crowdfunding
  • 19. . © TechSoup Global | All rights reserved19 4. Leverage email drip campaigns to target corporate funders
  • 20. 20 Copyright © TechSoup Global. All Rights Reserved. “A series of pre-written emails that are automatically sent to a prospect over a period of time based on criteria determined by the sender.” What Is An Email Drip Campaign?
  • 21. . © TechSoup Global | All rights reserved21 Leverage email drip campaigns to target corporate funders4 1 Top Of Mind Email Drip Campaigns Audience: Prospects Goals: • Make yourself memorable • Provide education about your organization 2 Nurture Email Drip Campaigns Audience: Current Supporters Goals: • Update donors or volunteers • Inviting them to become a recurring donor 3 Re-Engagement Email Drip Campaigns Audience: Inactive/Former Supporters Goals: • Soft messaging to bring them back on board • Woo them, don’t blast them
  • 22. . © TechSoup Global | All rights reserved22 Leverage email drip campaigns to target corporate funders4 Request for Sponsorship Yes No Wait 2 days. Open? Same email, new subject line Yes No Wait 1 Week. Requested Info? Yes No Wait 2 days. Requested Info? Thank you and schedule call Impact Email Thank you and schedule call Impact Email Stop Stop Stop Stop
  • 23. . © TechSoup Global | All rights reserved23 23 © TechSoup Global. All Rights Reserved. 5. Drive donations through virtual year-end events online
  • 24. . © TechSoup Global | All rights reserved24 Drive donations through virtual year-end events online5 • Virtual Gala • Entertainment • Silent Auction • Social Media Integration • Virtual Run/Walk • Peer-to-peer fundraising • Virtual Community • Social Media Integration
  • 25. . © TechSoup Global | All rights reserved25 6. Measure the effectiveness of your campaign
  • 26. . © TechSoup Global | All rights reserved26 Measure the effectiveness of your campaign6 Key Metrics to Measure 1. # Donor Growth - Year-Over-Year 2. Total # Donations Received 3. Average Donation Amount 4. Donor Retention Rate 5. % Of Recurring Donation 6. Cost of Donor Acquisition 7. Conversion Rate By Channel a. (# of donations / # of total visitors)
  • 27. . © TechSoup Global | All rights reserved27 Measure the effectiveness of your campaign6 Visualize Your Results • Cross Reference Data from Multiple Sources • Google Data Studio Compare Against Benchmarks • No better benchmarks than your own • Comparing against the performance of other organizations in your cause vertical
  • 28. . © TechSoup Global | All rights reserved28 Measure the effectiveness of your campaign6 Calculate Your ROI • Measure the ROI of our year-end campaigns by taking the number of hours put into a project divided by the number of people who derive value from your campaign(s)
  • 29. . © TechSoup Global | All rights reserved29 Final Takeaways 1. Don’t Wait - Start Now 2. Don’t Rely Only on Direct Mail 3. Video Will Be Big This Year-End 4. #GivingTuesday Is Growing 5. Don’t Neglect Your Follow-Up Strategy
  • 30. . © TechSoup Global | All rights reserved30 Get In Touch If you have any questions or wish to speak a TechSoup expert about your year end fundraising initiatives, get in touch here or send an email to techsoup@tappnetwork.com GET IN TOUCH
  • 31. 31 © TechSoup Global. All Rights Reserved. Questions? This is your chance! Use the chat box to ask us any questions you have about this presentation.
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