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How to Successfully Promote Your Year-End Campaign
With Noah Barnett, CauseVox
November 17, 2016
. © TechSoup Global | All rights reserved2
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. © TechSoup Global | All rights reserved3
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Presenters
Assisting with chat: Susan Hope Bard, TechSoup
Noah Barnett
Marketing Lead
CauseVox
Becky Wiegand
Webinar Program Manager
TechSoup
. © TechSoup Global | All rights reserved5
Objectives
• Understand year-end fundraising best practices
• Discover 6 ways of segmenting your audience for results
• Uncover the channels you may be overlooking and
leverage your existing supporters
• Questions!
6
About TechSoup
. © TechSoup Global | All rights reserved7
The Need Is Global – And So Are We
• TechSoup’s mission is to build a dynamic bridge that enables civil society organizations and social
change agents around the world to gain effective access to the resources they need to design and
implement solutions for a more equitable planet.
Countries Served TechSoup Partner Location NetSquared Local Group
Where are you on the map?
. © TechSoup Global | All rights reserved8
www.TechSoup.Global
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Our Impact
Together, we build a stronger, more resilient civil society.
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in technology products
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greater good
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. © TechSoup Global | All rights reserved10
Live poll questions?
How To Successfully Promote
Your Year-End Campaign
presented by…
Noah Barnett
@CauseVox
WEBINAR AGENDA
Why Year-End Matters
Segmentation Is Key
Multi-Channel Promotion Tips
Free Resources
Live Q&A
1
2
3
4
5
An online fundraising platform
you and your donors will love.
Easily engage your community, reach new donors,
and raise more money for your cause online.
Easily launch and manage
your year-end fundraising
campaign with CauseVox.
Create a fundraising campaign for your
nonprofit or social good project.
Easy to use personal fundraising pages
for events, challenges, and ongoing
fundraising.
Perfect for any type of fundraising campaign
Reach new donors with the
power of peer-to-peer
fundraising
Empower your supporters to raise
funds through personal & team pages
for your run/walk, challenge, or event.
Create mobile-optimized
donation pages without IT or a
designer
Launch annual fund, giving day, or
capital crowdfunding campaigns that
match your nonprofit's brand and
website.
Streamline online fundraising
& reduce your workload
Offload back-office tasks like reporting
and receipting, so you can focus on
spending more time with your donors.
Powerful features for
peer-to-peer fundraising
Personal fundraising pages
Supporters can easily create their own
fundraising page during year-end.
Team fundraising pages
Businesses, schools, and other groups
can fundraise through a team-based
page.
Why Year-End
Fundraising
Matters
In 2014, over
30%
of giving occurred during end of year giving.
Source: Digital Giving Index
6 Ways To Segment
Your Audience
Regardless of the size of your
nonprofit, donor
segmentation is an important
strategic process.
By segmenting your donor list you will be able to:
• Customize your tone and information to a smaller target audience
• Encourage your donors to engage with your nonprofit wherever they
are in the donor continuum
• Personalize communication with your donors to build rapport,
credibility, and trust
• Ask for donations strategically based on empirical data
• Reduce irrelevant noise to donors outside of target segments
• Increase your ROI by providing meaningful content to strategic
populations of donors
1) How Your Donors
Were Acquired
Segmenting based on acquisition
channel or campaign can allow you to
communicate more effectively through
the channel or lens they initially were
drawn to support your organization.
2) Giving Size or Last
Gift Amount
Segmenting based on giving levels
allows you to ensure you’re most
effectively communicating with them
based on their level of investment in
your nonprofit.
3) First Time Donor vs.
Returning Donor
Differentiating your communication
based on how familiar or committed
your supporters are will allow you to
craft your communication in most
relevant way for each segment. New
donors may need more background
information than returning donors.
4) Donors Giving
Frequency
Based on the frequency of giving a
supporter has, you’re able to specifically
target them with messaging if they
*miss* a regular donation period.
Also, if you know individuals always
donate at year-end, you can
communicate differently then those that
haven’t given during this time of year.
5) Engagement Level of
the Donor
This ensures you’re presenting the
right opportunity based on past
engagement to them during year-end.
6) Demographics
Each generation is motivated by
different fundraising techniques. For
example, we know that Baby Boomers
respond better to direct mail than
Millennials, whereas Millennials are
more likely to engage in crowdfunding.
When done effectively, donor
segmentation builds trust and
credibility with your audience.
Multi-Channel
Promotion Tips
Email Marketing
It’s more powerful than you think.
In 2015, organizations reported a
3800%
ROI on email marketing programs.
Source: dma – National client email report
4 Components of
Successful Emails
1) Targeting
2) Subject line
3) Content
4) Call-to-action
Email Targeting
When sending out targeted emails,
customize the message based on what
appeals to your donor.
For example, if you know a segment of
your donors responds positively to
client stories or moving images, then
feature these in your correspondence.
Subject Line
The first thing your audience sees
when they receive an email is the
subject line, so make it count by:
• Keeping it short (ideally under 50
characters)
• Not overusing capital letters
• Posing a question (if appropriate)
• Personalizing with the donor’s name
(if available)
Email Content
Use emotion-evoking text and images
to drive home the point of your
campaign. Address the following within
the email body:
• Who/what you’re helping
• Why the campaign is vital to make
change in the world
• How your donor’s gift plays a role in
that change (hint: the gift is
essential!)
Call-to-action
Leave your reader with an action you’d
like them to take, which in this case
would be donating. Your call to action
is what drives action, so it must
• Be clear and direct
• Stand out on the page
• Cause your audience want to act
immediately
Social Media
Tap into your supporters networks.
Today,
65%
of online adults use social networking sites
Source: Pew Internet
2002 2004 2005 2006 2008 2010 2011 2014 2016
A lot has changed in 15 years
More than,
Half
of social media users discover social
initiatives via social media platforms
Source: Survey Monkey
In a recent survey,
64%
of social media users surveyed gave
$100 or more to nonprofits in the last year
Source: givingtuesday.org
THE BEST CONTENT IS:
• Authentic
• Emotional
• Compelling
• Interesting
• Unique
• Timely
• Relevant
Stories connect us.
Of social media users who donate,
56%
said that compelling storytelling is what
motivated them to make a donation
Source: Nonprofit Tech For Good
Direct Mail
Nope. Direct mail isn’t dead.
No, direct mail isn’t dead
(although, it feels like it
sometimes).
Personalization Goes A
Long Way
Direct mail letters can easily be
personalized to the recipient and
signed (by a real person!), both of
which will help increase your ROI.
Keep it Familiar
Send requests to your current and
lapsed donors, customizing content to
each audience. For example, you can
tell your lapsed donors about the
number of lives changed over the last
year since they’ve last given and
express how you’ve missed them.
With direct mail you’re bound to get a
better ROI when you reach out to those
already familiar with your cause.
Use A/B Testing
Try out a couple different fundraising
letters or carriers on sample audience
to figure out what types of messages
work better with your donors.
Peer-to-Peer Fundraising
Relationships matter.
The world you
fundraise in is
changing.
Before
rent attention
• Bought lists
• Sales reps
• TV ads
budget + reach
Now
build relationships
• Referrals
• Social Media
• Friends
trust + loyalty
85%
of donors prefer being asked by friends
and family to make a donation.
Source: Mason Academic Research Syste
Always
connected
Stand
out
Buy and
donate
Capture a changing
world through
people-based
fundraising.
Source: http://mhm.themotherhoodcollective.org/
Source: http://mhm.themotherhoodcollective.org/
Source: http://mhm.themotherhoodcollective.org/
Other Opportunities
Only if you’ve mastered the first four.
Social Advertising
By using paid social media, you’re getting in
front of people who may not otherwise see your
posts and providing them with fuel to take
action.
• Facebook: Boost page posts to your
audience or try retargeting website visitors
or email subscribers.
• Instagram: You can choose to promote to a
targeted audience using simple pictures or
videos, plus include a call-to-action.
PR & Media
Contact your local or regional newspaper,
news, and radio stations to spread the word
about your campaigns.
If you’re running a #GivingTuesday campaign
as either a one-day event or as part of your
year-end annual campaign, local media may
be more likely to pick up on the story because
it’s now considered an international day of
giving.
Partnerships
Chances are, you work closely with other for-
profit and not-for-profit organizations that help
the same clientele or work toward a similar
cause. Leverage these relationships to help
spread the word about your own year-end
fundraising campaign.
Food pantries, for example, often partner with
churches and schools to raise additional funds
and distribute their aid across multiple channels.
Free Resources
60 Day Year-End Fundraising
Planning Guide
We will email you a copy of the planning
guide along with the recording and
slides of this presentation later this
week.
Launch your year-end
fundraising campaign for
free with CauseVox.
Create a campaign for your nonprofit or
social good project using our powerful
online fundraising software.
Learn more and get started at
causevox.com
Have a Question?
Type it in the chat pane, now!
69
CauseVox Discount Program
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• Please type your questions in the chat window.
Questions?
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webinar or will try to implement.
• Will you share this information with your
colleagues and within your network?
• Please complete the post-event survey!
Learn and Share!
. © TechSoup Global | All rights reserved73
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Webinar - How to Successfully Promote Your Year-End Fundraising Campaign - 2016-11-17

  • 1. How to Successfully Promote Your Year-End Campaign With Noah Barnett, CauseVox November 17, 2016
  • 2. . © TechSoup Global | All rights reserved2 Using ReadyTalk • Chat to ask questions • All lines are muted • If you lose your Internet connection, reconnect using the link emailed to you. • If you lose your phone connection, re-dial the phone number and re-join. • ReadyTalk support: 800-843-9166 Your audio will play through your computer’s speakers. Hear an echo? You may be logged in twice and will need to close one instance of ReadyTalk.
  • 3. . © TechSoup Global | All rights reserved3 You Are Being Recorded… • You can find upcoming and past webinars on the TechSoup website: www.techsoup.org/community/events-webinars • You can also view recorded webinars and videos on our YouTube channel: https://www.youtube.com/TechSoupVideo • You will receive an email with this presentation, recording, and links within a few days. • Tweet us @TechSoup or using hashtags: #tswebinars
  • 4. . © TechSoup Global | All rights reserved4 Presenters Assisting with chat: Susan Hope Bard, TechSoup Noah Barnett Marketing Lead CauseVox Becky Wiegand Webinar Program Manager TechSoup
  • 5. . © TechSoup Global | All rights reserved5 Objectives • Understand year-end fundraising best practices • Discover 6 ways of segmenting your audience for results • Uncover the channels you may be overlooking and leverage your existing supporters • Questions!
  • 7. . © TechSoup Global | All rights reserved7 The Need Is Global – And So Are We • TechSoup’s mission is to build a dynamic bridge that enables civil society organizations and social change agents around the world to gain effective access to the resources they need to design and implement solutions for a more equitable planet. Countries Served TechSoup Partner Location NetSquared Local Group Where are you on the map?
  • 8. . © TechSoup Global | All rights reserved8 www.TechSoup.Global
  • 9. . © TechSoup Global | All rights reserved9 Our Impact Together, we build a stronger, more resilient civil society. $5.4B in technology products and grants employed by NGOs for the greater good 35 languages used to provide education and support 100+ corporate and foundation partners connected with the causes and communities they care about 6.2M annual visits to our websites 600,000 newsletter subscribers empowered with actionable knowledge 79% of NGOs have improved organizational efficiency with TechSoup Global's resource offering* *Source: survey conducted among TechSoup members in 2013
  • 10. . © TechSoup Global | All rights reserved10 Live poll questions?
  • 11. How To Successfully Promote Your Year-End Campaign presented by… Noah Barnett @CauseVox
  • 12. WEBINAR AGENDA Why Year-End Matters Segmentation Is Key Multi-Channel Promotion Tips Free Resources Live Q&A 1 2 3 4 5
  • 13. An online fundraising platform you and your donors will love. Easily engage your community, reach new donors, and raise more money for your cause online.
  • 14. Easily launch and manage your year-end fundraising campaign with CauseVox. Create a fundraising campaign for your nonprofit or social good project. Easy to use personal fundraising pages for events, challenges, and ongoing fundraising.
  • 15. Perfect for any type of fundraising campaign Reach new donors with the power of peer-to-peer fundraising Empower your supporters to raise funds through personal & team pages for your run/walk, challenge, or event. Create mobile-optimized donation pages without IT or a designer Launch annual fund, giving day, or capital crowdfunding campaigns that match your nonprofit's brand and website. Streamline online fundraising & reduce your workload Offload back-office tasks like reporting and receipting, so you can focus on spending more time with your donors.
  • 16. Powerful features for peer-to-peer fundraising Personal fundraising pages Supporters can easily create their own fundraising page during year-end. Team fundraising pages Businesses, schools, and other groups can fundraise through a team-based page.
  • 18. In 2014, over 30% of giving occurred during end of year giving. Source: Digital Giving Index
  • 19. 6 Ways To Segment Your Audience
  • 20. Regardless of the size of your nonprofit, donor segmentation is an important strategic process.
  • 21. By segmenting your donor list you will be able to: • Customize your tone and information to a smaller target audience • Encourage your donors to engage with your nonprofit wherever they are in the donor continuum • Personalize communication with your donors to build rapport, credibility, and trust • Ask for donations strategically based on empirical data • Reduce irrelevant noise to donors outside of target segments • Increase your ROI by providing meaningful content to strategic populations of donors
  • 22. 1) How Your Donors Were Acquired Segmenting based on acquisition channel or campaign can allow you to communicate more effectively through the channel or lens they initially were drawn to support your organization.
  • 23. 2) Giving Size or Last Gift Amount Segmenting based on giving levels allows you to ensure you’re most effectively communicating with them based on their level of investment in your nonprofit.
  • 24. 3) First Time Donor vs. Returning Donor Differentiating your communication based on how familiar or committed your supporters are will allow you to craft your communication in most relevant way for each segment. New donors may need more background information than returning donors.
  • 25. 4) Donors Giving Frequency Based on the frequency of giving a supporter has, you’re able to specifically target them with messaging if they *miss* a regular donation period. Also, if you know individuals always donate at year-end, you can communicate differently then those that haven’t given during this time of year.
  • 26. 5) Engagement Level of the Donor This ensures you’re presenting the right opportunity based on past engagement to them during year-end.
  • 27. 6) Demographics Each generation is motivated by different fundraising techniques. For example, we know that Baby Boomers respond better to direct mail than Millennials, whereas Millennials are more likely to engage in crowdfunding.
  • 28. When done effectively, donor segmentation builds trust and credibility with your audience.
  • 30. Email Marketing It’s more powerful than you think.
  • 31. In 2015, organizations reported a 3800% ROI on email marketing programs. Source: dma – National client email report
  • 32. 4 Components of Successful Emails 1) Targeting 2) Subject line 3) Content 4) Call-to-action
  • 33. Email Targeting When sending out targeted emails, customize the message based on what appeals to your donor. For example, if you know a segment of your donors responds positively to client stories or moving images, then feature these in your correspondence.
  • 34. Subject Line The first thing your audience sees when they receive an email is the subject line, so make it count by: • Keeping it short (ideally under 50 characters) • Not overusing capital letters • Posing a question (if appropriate) • Personalizing with the donor’s name (if available)
  • 35. Email Content Use emotion-evoking text and images to drive home the point of your campaign. Address the following within the email body: • Who/what you’re helping • Why the campaign is vital to make change in the world • How your donor’s gift plays a role in that change (hint: the gift is essential!)
  • 36. Call-to-action Leave your reader with an action you’d like them to take, which in this case would be donating. Your call to action is what drives action, so it must • Be clear and direct • Stand out on the page • Cause your audience want to act immediately
  • 37. Social Media Tap into your supporters networks.
  • 38. Today, 65% of online adults use social networking sites Source: Pew Internet
  • 39. 2002 2004 2005 2006 2008 2010 2011 2014 2016 A lot has changed in 15 years
  • 40. More than, Half of social media users discover social initiatives via social media platforms Source: Survey Monkey
  • 41. In a recent survey, 64% of social media users surveyed gave $100 or more to nonprofits in the last year Source: givingtuesday.org
  • 42. THE BEST CONTENT IS: • Authentic • Emotional • Compelling • Interesting • Unique • Timely • Relevant
  • 44.
  • 45.
  • 46. Of social media users who donate, 56% said that compelling storytelling is what motivated them to make a donation Source: Nonprofit Tech For Good
  • 47.
  • 48. Direct Mail Nope. Direct mail isn’t dead.
  • 49. No, direct mail isn’t dead (although, it feels like it sometimes).
  • 50. Personalization Goes A Long Way Direct mail letters can easily be personalized to the recipient and signed (by a real person!), both of which will help increase your ROI.
  • 51. Keep it Familiar Send requests to your current and lapsed donors, customizing content to each audience. For example, you can tell your lapsed donors about the number of lives changed over the last year since they’ve last given and express how you’ve missed them. With direct mail you’re bound to get a better ROI when you reach out to those already familiar with your cause.
  • 52. Use A/B Testing Try out a couple different fundraising letters or carriers on sample audience to figure out what types of messages work better with your donors.
  • 54. The world you fundraise in is changing.
  • 55. Before rent attention • Bought lists • Sales reps • TV ads budget + reach Now build relationships • Referrals • Social Media • Friends trust + loyalty
  • 56. 85% of donors prefer being asked by friends and family to make a donation. Source: Mason Academic Research Syste
  • 57. Always connected Stand out Buy and donate Capture a changing world through people-based fundraising.
  • 61. Other Opportunities Only if you’ve mastered the first four.
  • 62. Social Advertising By using paid social media, you’re getting in front of people who may not otherwise see your posts and providing them with fuel to take action. • Facebook: Boost page posts to your audience or try retargeting website visitors or email subscribers. • Instagram: You can choose to promote to a targeted audience using simple pictures or videos, plus include a call-to-action.
  • 63. PR & Media Contact your local or regional newspaper, news, and radio stations to spread the word about your campaigns. If you’re running a #GivingTuesday campaign as either a one-day event or as part of your year-end annual campaign, local media may be more likely to pick up on the story because it’s now considered an international day of giving.
  • 64. Partnerships Chances are, you work closely with other for- profit and not-for-profit organizations that help the same clientele or work toward a similar cause. Leverage these relationships to help spread the word about your own year-end fundraising campaign. Food pantries, for example, often partner with churches and schools to raise additional funds and distribute their aid across multiple channels.
  • 66. 60 Day Year-End Fundraising Planning Guide We will email you a copy of the planning guide along with the recording and slides of this presentation later this week.
  • 67. Launch your year-end fundraising campaign for free with CauseVox. Create a campaign for your nonprofit or social good project using our powerful online fundraising software. Learn more and get started at causevox.com
  • 68. Have a Question? Type it in the chat pane, now!
  • 70. . © TechSoup Global | All rights reserved70 CauseVox Program
  • 71. . © TechSoup Global | All rights reserved71 • Please type your questions in the chat window. Questions?
  • 72. . © TechSoup Global | All rights reserved72 • Chat in one thing that you learned in today’s webinar or will try to implement. • Will you share this information with your colleagues and within your network? • Please complete the post-event survey! Learn and Share!
  • 73. . © TechSoup Global | All rights reserved73 https://techsoup.course.tc
  • 74. . © TechSoup Global | All rights reserved74 Upcoming Webinars and Events • 11/22: 5 Things You Didn't Know About TechSoup's Donation Programs • 11/29: SEO for Beginners: 6 Simple Steps • 12/8: PS 103: Adobe Photoshop Tools and Filters for Nonprofits and Libraries • 12/14: Libraries Supporting Social Good: Tools and Tips for Outreach to Nonprofits • Explore our webinar archives for more!
  • 75. . © TechSoup Global | All rights reserved75 For more information: www.techsoup.org/readytalk Please complete the post-event survey that will pop up once you close this window. Thank You to Our Webinar Sponsor!

Hinweis der Redaktion

  1. Welcome everyone to: Title Thanks so much for joining us today.
  2. Before we get started I want to make sure everyone is comfortable using Readytalk, the webinar platform we are using today. You can chat using the box in the lower left side of your screen. At any time let us know if you have any technical issues such as audio problems or being able to view the slides. You may ask questions for our presenters at any time and we will keep track of them. We will keep all lines muted so that you can get a clear recording to refer to later. You will get that full recording, slides, and any links we share today in a followup email from me by tomorrow. If you lose your connection, you can go back to your registration email to reconnect. If you were registered more than an hour ago, the reminder email has the PowerPoint slide deck attached as a link in the right hand column. Keep in mind a lot of today’s webinar will be a live shared demo so that won’t be in the slides, but will be in the recording to view later. If you are hearing an echo, you may be logged in twice, so you will need to close one of the Readytalk windows. If you have any other technical issues, dial into the 800 number.
  3. TechSoup Global doesn’t just help NGOs overcome barriers to effective use of technology. We also help NGOs overcome language, economic, geographic, cultural, knowledge, and access barriers. We create new ways to access technology, new paths to connect and network, and new means to learn and develop skills — all so that NGOs can operate at their full potential, more effectively deliver their programs and services, and better achieve their missions.
  4. TechSoup Global doesn’t just help NGOs overcome barriers to effective use of technology. We also help NGOs overcome language, economic, geographic, cultural, knowledge, and access barriers. We create new ways to access technology, new paths to connect and network, and new means to learn and develop skills — all so that NGOs can operate at their full potential, more effectively deliver their programs and services, and better achieve their missions.
  5. Our work and our impact are worldwide. Additional statistics showcasing TechSoup Global’s impact (data as of September 30, 2014): 14.1 million software and hardware donations to date 2,250 social innovation technologists and civil society activists convened monthly in 41 cities (22 countries) through TechSoup Global’s NetSquared Local groups 66,000 social media followers 79%of NGOs have improved organizational efficiency with TechSoup Global's resource offering* 57% of constituents have gained new skills using technology acquired from TechSoup* * Source = survey conducted among TechSoup members in 2013
  6. According to the 2014 Digital Giving Index, over 30% of giving occurs at the end of the year, meaning that it’s absolutely necessary for organizations of every shape, size, and mission to schedule fundraising campaigns to capture those dollars.
  7. According to the 2014 Digital Giving Index, over 30% of giving occurs at the end of the year, meaning that it’s absolutely necessary for organizations of every shape, size, and mission to schedule fundraising campaigns to capture those dollars.
  8. The key is to target emails to your audience. Learn about your audience’s demographics and interests by researching website analytics and compiling donor data from your own research and questionnaires, and then sorting that data within your CRM/donor management system. When sending out targeted emails, customize the message based on what appeals to your donor. For example, if you know a segment of your donors responds positively to client stories or moving images, then feature these in your correspondence.
  9. The first thing your audience sees when they receive an email is the subject line, so make it count by: Keeping it short (ideally under 50 characters) Not overusing capital letters Posing a question (if appropriate) Personalizing with the donor’s name (if available)
  10. Use emotion-evoking text and images to drive home the point of your campaign. Address the following within the email body: Who/what you’re helping Why the campaign is vital to make change in the world How your donor’s gift plays a role in that change (hint: the gift is essential!) DON’T FORGET TO TELL STORIES
  11. When promoting your year-end fundraising campaign using email marketing, you must know your audience and then use that knowledge to craft a customized, compelling message.
  12. Social Advertising Local & Regional Media Contact your local or regional newspaper, news, and radio stations to spread the word about your campaigns. If you’re running a #GivingTuesday campaign as either a one-day event or as part of your year-end annual campaign, local media may be more likely to pick up on the story because it’s now considered an international day of giving. Partnerships Chances are, you work closely with other for-profit and not-for-profit organizations that help the same clientele or work toward a similar cause. Leverage these relationships to help spread the word about your own year-end fundraising campaign. Food pantries, for example, often partner with churches and schools to raise additional funds and distribute their aid across multiple channels.
  13. Local & Regional Media Contact your local or regional newspaper, news, and radio stations to spread the word about your campaigns. If you’re running a #GivingTuesday campaign as either a one-day event or as part of your year-end annual campaign, local media may be more likely to pick up on the story because it’s now considered an international day of giving. Partnerships Chances are, you work closely with other for-profit and not-for-profit organizations that help the same clientele or work toward a similar cause. Leverage these relationships to help spread the word about your own year-end fundraising campaign. Food pantries, for example, often partner with churches and schools to raise additional funds and distribute their aid across multiple channels.
  14. Local & Regional Media Contact your local or regional newspaper, news, and radio stations to spread the word about your campaigns. If you’re running a #GivingTuesday campaign as either a one-day event or as part of your year-end annual campaign, local media may be more likely to pick up on the story because it’s now considered an international day of giving. Partnerships Chances are, you work closely with other for-profit and not-for-profit organizations that help the same clientele or work toward a similar cause. Leverage these relationships to help spread the word about your own year-end fundraising campaign. Food pantries, for example, often partner with churches and schools to raise additional funds and distribute their aid across multiple channels.
  15. 75