Diese Präsentation wurde erfolgreich gemeldet.

Do More 24 Nonprofit Training

1

Teilen

Wird geladen in …3
×
1 von 87
1 von 87

Weitere Verwandte Inhalte

Weitere von United Way of the National Capital Area

Ähnliche Bücher

Kostenlos mit einer 30-tägigen Testversion von Scribd

Alle anzeigen

Ähnliche Hörbücher

Kostenlos mit einer 30-tägigen Testversion von Scribd

Alle anzeigen

Do More 24 Nonprofit Training

  1. 1. Nonprofit Training April 3, 2017
  2. 2. 2 Do More 24 Kickoff & Overview Kelly Brinkley Chief Operating Officer | United Way NCA
  3. 3. 3 Platform Overview Tony Paul, Vice President of IT
  4. 4. What’s new • Minor Style Update • Profile Lookup for returning nonprofits • Advanced Giving ! 4
  5. 5. • DoMore24.org
  6. 6. How the DoMore24.org site works DoMore24.org will be accepting donations from 6/8/2017 12:00:01 am through 6/8/2017 11:59:59 pm. The home page will transform into a donation form…
  7. 7. How the DoMore24.org site works Every non-profit has its own page. You will have a UNIQUE URL to YOUR OWN PAGE. You can get the correct URL from the registration portal. Similar to: https://www.domore24.org/npos/unit ed-way-nca
  8. 8. How the DoMore24.org site works Every non-profit has its own page. You will have a UNIQUE URL to YOUR OWN PAGE.) When donations are being accepted, the donation form will be placed right below your logo. everything else will be pushed down.
  9. 9. • Your job is to drive as many people as possible to this page !!!
  10. 10. How the DoMore24.org site works DoMore24.org will be accepting donations from 6/8/2017 12:00:01 am through 6/8/2017 11:59:59 pm. The home page will transform into a donation form… NEW !! Advanced Giving For 2 weeks prior to the 8th.
  11. 11. Donation Form 11
  12. 12. Confirmation and Receipt 12
  13. 13. Registration New (didn’t participate last year) – The link will be on the home page of https://domore24.org
  14. 14. Registration New (didn’t participate last year) – Returning from Last Year NEW!! This link will also be on the Home Page
  15. 15. Email with instructions to set your password and log in: Save that last link as a handy way to get back in and edit your profile.
  16. 16. New – Logging in https://matchday.kimbia.com
  17. 17. Registration New (didn’t participate last year) – Returning from Last Year Either way, it’s the same one-page form….
  18. 18. Registration New (didn’t participate last year) – Returning from Last Year Either way, it’s the same one-page form…. Part 1 – Who You Are
  19. 19. PICTURES!!
  20. 20. Registration New (didn’t participate last year) – Returning from Last Year Either way, it’s the same one-page form…. Part 3 – Eligibility & Admin
  21. 21. Registration New (didn’t participate last year) – Returning from Last Year Either way, it’s the same one-page form…. Part 4 – Payment Info
  22. 22. Registration Conformation email with link
  23. 23. Registration Approval email
  24. 24. Your job is to drive as many people as possible to this page !!!
  25. 25. Portal When you log in to edit, there is now a menu with an option for “LINKS” Last year we emailed you this information after registration closed. Now you can get to it immediately.
  26. 26. Column Sample Data Date (Local) 2015-04-08 Time (Local) 08:48:42 Confirmation Code E5TF3A4 Donation Amount 85 Refunds 0 Donation Net Amount 85 Anonymous false First Name Erik Last Name Secker Email Address laura@givelocalamerica.org Phone Number Mailing Address (Line 1) 123 Main Streettt Mailing Address (Line 2) Mailing Address (City) Austin Mailing Address (State) TX Mailing Address (Zip) 78701 Mailing Address (Country) US First Time Donor false Reporting
  27. 27. Insert a DoMore24 donation form into your own web site!
  28. 28. Mobile Responsive ! 29
  29. 29. Your job is to drive as many people as possible to this page !!!
  30. 30. 31 For questions regarding the domore24 Platform please contact: questions@domore24.org or at 202.488.2009
  31. 31. Networking Break
  32. 32. 33 How to Maximize your Toolkit Dani Smith Creative Manager| United Way NCA
  33. 33. Do More 24 Toolkit What’s Inside: • Do More 24 Branding elements • Do More 24 logos • Templates • Nonprofit Toolkit • Company Toolkit • Chamber of Commerce Toolkit • Marketing Materials • Widgets
  34. 34. Tools for Planning • Do More 24 Checklist • Do More Brand Standards • Editorial Calendars • Storytelling Tips
  35. 35. Tools for Outreach Digital • Email templates • Email signatures • Sample newsletters Print • Postcards • Standard Flyers • “Start Your Activism @ Home Flyers • “Get Involved” Flyer • Customizable Flyer
  36. 36. Tools for Social Media & Graphic Design • Logos • Design elements • Widgets • Sample social media posts • Social media banners
  37. 37. • Go to Canva.com • Sign up for free to easily create and download graphics • Multiple formats: social media platforms, flyers, postcards • Templates • Stock Photography Creating Graphics with Canva
  38. 38. Questions?
  39. 39. 42 How to Utilize Social Media to Drive Fundraising Laura Poindexter Owner| Queenb Creative, LLC
  40. 40. 43 Maximizing Donations with Effective Donor Strategy Stephen Saunders Director of Philanthropic Engagement | United Way NCA
  41. 41. • Factors to consider • It’s not “dollars out there” it’s connecting with your donors • It’s about creating your “achievable victory” • Could be winning the with most donors or with the most dollars, or 2nd, 3rd, or 4th place with most dollars • For most, it’s a project, something that will resonate with your donors and their peers • Focus on winning hourly prizes and social media contests • Competition is your friend Goal Setting
  42. 42. • Factors to consider: • Your UNIVERSE • U = Donors + Prospects (i.e. peers of donors, volunteers, vendors, corp partners, customers, etc.) • Amount of goal vs revenue and giving • How your org performed in past Do More 24 • Define the competition Goal Setting
  43. 43. Over $1mm Over $1mm Over $1mm Over $1mm Over $1mm Over $1mm Over $1mm Under $1mm Under $1mm Under $1mm Under $1mm Under $1mm Under $1mm Under $1mm Under $1mm
  44. 44. • HOW = getting to your goal: • Ladder of communications (from most to least effective (and most costly)): face to face meetings small group event, meeting, or discussion phone conversation handwritten letter or note personal email (from your Outlook or Gmail) typed letter website/blog large group event, meeting, or discussion mass produced, typed letter (direct mail) video mass produced email (Constant Contact/listserv) brochures, pamphlets, annual reports, and marketing items news items advertisements Donor strategy
  45. 45. Gift Table • Generally calculated as: • 1-2 gifts for 20% of goal…….. • 2-4 gifts for 20% of goal…….. • 5-10 gifts for 15% of goal…… • 10-20 gifts for 10% of goal… • 20+ gifts for 35% of goal……. Ask ratio of 4 or 3 to 1:  Ask 8 people  Ask 16 people  Ask 30 people  Ask 60 people  Ask everyone else
  46. 46. • Sample for a $100,000 goal Gift Table Gift size # of gifts # of asks Total $ % of total $10,000 2 8 $20,000 20% $5,000 4 16 $20,000 20% $2,500 6 20 $15,000 15% $1,000 10 30 $10,000 10% $100 Lots (350) Thousands $35,000 35% $100,000 100%
  47. 47. • Segments for discussion: 1. Board of Directors Current and former 2. Top donors High gift of $10,000 and up 3. Mid-level donors High gift of $1,000 to $9,999 Donor strategy
  48. 48. • Segments for discussion: (continued) 4. Annual fund level High gift is less than $1,000 5. Prospects/Non-donors Volunteers, vendors, people served, and staff who have never made a contribution 6. Institutional partners Current or past funders – foundations, corporations, churches, local governments, other nonprofits Donor strategy
  49. 49. • #1 Board of Directors: • Who do you need to leverage? • Probably the Executive Director and Board Chair • Board’s fundraising committee • The ask(s) • Ask the Chair in a face-to-face meeting for personal gift and buy in, try to get on agenda for a board meeting • Leadership funding and matches • Personal give and get goals (their gift plus 5-10 others) • Provide engagement opportunities for board members, and their guests, to learn more about your project • Help and educate the Board as needed • Start early, coordinate with ED and Board Chair in January Donor strategy
  50. 50. • #2 Top donors: • Who do you need to leverage? • Major Gifts Officer, relationship owner (ED, etc.) • The ask(s) • Personal give and get goals (their gift plus 12 others) • Maybe for matching funds • Provide engagement opportunities for them and their guests to learn more about your project • Immediately after commitments from Board Donor strategy
  51. 51. Strategy for Board and Top Donor segments • Leverage with leadership funds and matching funds: • It may require a top-down coalition • Start with organizational leadership and Board Chair • Is there support for a leadership gift from the Board? Can you get on the Board agenda to discuss your goal and how the Board can play a role? • If so, make the pitch to the entire Board – but make sure the Chair and a few others will voice their support and their pledges so others will join the fun Donor strategy
  52. 52. Strategy for Board and Top Donor segments • Technical details: • Aim for 100% Board giving • As with gift chart examples, leadership funds are used as your kick-off and as leverage to encourage giving by others. It shows the investment of leadership and that you are well on your way to achieving your victory (people rarely want to be the first donor) • Work with leadership to gather the commitments from Board members, they can pay on Do More 24 or give you a credit card to handle it for them Donor strategy
  53. 53. Strategy for Board and Top Donor segments • Top-donors for matching funds offers • Could be matching funds or leadership funds, whichever works better. • Schedule those F2F meetings • Donor’s wishes… • When leveraging – once pledged you can share it with mid-level donors for them to use as leverage and you can share in all outreach to annual fund and non-donors Donor strategy
  54. 54. • #3 Mid-level donors: • Who do you need to leverage? • Relationship owner • The ask(s) • Personal give and get (their gift plus 12 or more other) • Act as an ambassador • In most cases, there are more mid-level donors than top donors • More calls and emails than face-to-face meetings • Provide engagement opportunities for them and their guests to learn more about your project • Immediately after commitments from Board Donor strategy
  55. 55. • #4 Annual fund donors: • Who do you need to leverage? • Staff, board, others for outreach help • The ask(s) • Will the Board Chair, a well-known top donor, or your Executive Director kick off the emails with a personal message and appeal? • Ambassador program with personal gift plus 24 or 48 other asks • Ask via email, mail, and at already scheduled events • Start in April/May Donor strategy
  56. 56. • #5 Non-donors: • Mostly the same approaches as Annual Fund • Except language - don’t lead them to assume they already give…or that volunteering is enough • Who do you need to leverage? • Staff, Executive Director, volunteer managers and leaders • The ask(s) • Will the Board Chair, a well-known top donor, a leading volunteer, or your Executive Director kick off the emails with a personal message and appeal? • Ambassador program with personal gift plus 24 or 48 other asks • Ask via email, mail, and at already scheduled events • Start in January by collecting data – at volunteer events have cards on hand they can fill out so you can engage them via email • For staff…make it very personal, treat them like mid-level donors – ask in person. Create a competition and make it fun. Donor strategy
  57. 57. • #6 Institutional partners: • Who do you need to leverage? • Executive Director, relationship owner • The ask(s) • Start with your strongest institutional funders and work your way backward • If they’ve never given you money, it’s a low possibility but worth a conversation • Develop a sponsor proposal • If its staff volunteers turn it into a leverage point – ask them to run an internal campaign and to match employee giving for the day • Ask them to share on social media too • Corporate and church are best bets; foundations & government are long-shots Donor strategy
  58. 58. Broader Strategy for All Segments • The Give and Get • You want every donor for Do More 24 to do this. • Every ask is a “give and get” • With Board, top donor, mid-level you need to make this the standard ask • With annual fund and non-donors, make it a part of most outreach and use it as follow up to their gifts on Do More 24. • Use it frequently in social media posts. • Difference between give and get and being an ambassador? • AMB is a more formal program where people are recruiter and asked to reach out to more people while G&G is on the go for annual fund and non-donors – you want to catch them while they are excited about giving you money. Donor strategy
  59. 59. Broader Strategy for All Segments • Ambassador Program - Overview • Formal program for recruiting, stewarding, tracking, and soliciting your most committed constituents. • Endless ways to structure it and to track it. • Your reward…more donors and donations, but usually with small gifts. • Their reward…consider prizes and make it fun for top Ambassadors. Donor strategy
  60. 60. Broader Strategy for All Segments • Ambassador Program – Technical Details • The ask: • Determine a logical number of Ambassadors you can recruit – do you have volunteers and/or annual fund donors from where you can recruit? • Ask them all to give and recruit X peers to give too. Ask them to focus on their networks outside of your organization’s radius (you’ll handle this). • Equip them well – with email and ask language, sample social media posts. • Give them unique and special updates they can share. • Steward them well – reward them and thank them, they are doing a lot of work on your behalf and sharing their love of your mission. • Start recruiting about two months out and communicate with them often Donor strategy
  61. 61. Strategy for Prizes • New leaderboards • Clarity for standings according to segment (over $1mm/under$1mm) • Creates more competition among top five for each segment • How does it impact strategy for top five in segments? • In outreach, identify your standing and proximity of competitors • Increase your outreach during the day – social media and emails • Competition will increase your donors’ desire to help, equip them through your outreach • Hourly prizes • Stay focused and drive the message • Repetition is your friend Donor strategy
  62. 62. Strategy for Advanced Giving • New Advanced Giving option • People love what you do...they want to give...but they forget • Configure outreach to include Advanced Giving options • In outreach, highlight the AG option: • Here’s your chance to show the love...without forgetting! • Give today to opt out for June 8... • Give today and fundraise for us tomorrow! • Build a focus on the AG prize • Would your donors be responsive to AG? • Would they like getting a jump on the competition? Donor strategy
  63. 63. General Outreach Calendar • “People will give me money because it’s Do More 24.” • “Sending one letter or email leads to victory.” • One month out: • Send a “save the date” and Advanced Giving announcement via letter, postcard, email, social media • Segment data based on address and email address • Keep having the conversations that you need to have • Two weeks out: (Advanced Giving opens) • The first ask for give and get • Send via letter, phone, email, social media • Leverage those leadership funds and matching funds Outreach
  64. 64. General Outreach Calendar (con’t) • One week out: (Advanced Giving still open) • Last chance for a postcard or letter if you want to send it • The second ask for give and get • Send via email, social media, calls, and mail if you have the budget • Share the excitement, again with leadership and matching funds. What’s the outcome of achieving your goal going to be? Outreach
  65. 65. General Outreach Calendar (con’t) • Two days before: • Reminder that Do More 24 is almost here and that you would be honored to have them make a contribution and share the opportunity to invest with their friends, family, neighbors, and colleagues • Keep it fun and straightforward, highlight any matching funds • One day before: • Send one email and share with everyone a rough draft of your email schedule and a note to be patient as we try to achieve our goal (reiterate it) and that things will return to normal the day after. Outreach
  66. 66. General Outreach Calendar (con’t) • The Big Day – June 8, 2017 • Midnight email announcing that giving has commenced along with your goal, leadership funds, and matching funds. • Early morning emails (6-9 am to catch people arriving at work) • Mid-morning update (10:30am) • Lunch time update (noonish to catch people on lunch break) • Mid-afternoon update (3:30) • Drive-time update (5:30) • Evening update (8:00 to catch people winding down) • Final push (11:00-midnight for the final rounds) Outreach
  67. 67. General Outreach Calendar (con’t) • Follow up to Do More 24 • Remember: Do More 24 does not end on June 8th – you need to properly thank and steward your donors immediately after the event • Thank everyone – an email to everyone on your list announcing your victory and, if needed, a thank you for enduring the flood • Start merging and printing a thank you letter to sign and mail to each donor • Personal outreach (phone call, email, etc.) to Board members and top donors who participated • In your thank you email, give people the immediate option to opt out of your list Outreach
  68. 68. 71 Best Practices & Winning Strategies of a Do More 24 Prize Winner Moderated Discussion by Stephen Saunders Amy Leonard Development & Communications Director | Little Lights Urban Ministries Tanya Penny Woods Board Member | Ivy Community Charities
  69. 69. Best Practices for Do More 24 Amy Leonard Development & Communications Director amy@littlelights.org
  70. 70. #1 Have a specific goal - know what you want your donors to do
  71. 71. Set your goal & message accordingly 1.What would success look like for you on Do More 24? a. Little Lights’ goal last year: Win the grand prize for raising the most dollars 2.What do you need to ask your donors to do to achieve that success? a. For Little Lights it meant asking donors to give significantly
  72. 72. #2 Make a schedule, and make it early
  73. 73. Make a timeline... A few weeks out, we have a detailed timeline of the day that incorporates… Appeal emails Social media posts (across platforms) Thank you emails Communication around push hours
  74. 74. #3 Make your asks (seem) personal
  75. 75. Adding that personal touch 1.Personalize by segment a. Make your ask particular to your target group 2.Use mail merge for bigger asks a. Yet Another Mail Merge (gmail) b. Mail merge feature through Word and Outlook 3.Use their name a. In the subject line or in the ask b. Wherever you want to draw their eyes
  76. 76. #4 Create content that is sharable & entertaining
  77. 77. #5 Highlight the leaderboard
  78. 78. #6 Give people the tools to help you
  79. 79. Toolkit (for board members/volunteers/staff)
  80. 80. #7 Say thank you (more than once)
  81. 81. Next Steps
  82. 82. Thank You!

Hinweis der Redaktion

  • I’m Tony Paul

    I’m going to cover the nuts and bolts of the domore24.org web site

    How it works for donors

    The registration process and setting up your page

    And finally, we’ll touch on tools for promoting and reporting.
  • I’m Tony Paul

    I’m going to cover the nuts and bolts of the domore24.org web site

    How it works for donors

    The registration process and setting up your page

    And finally, we’ll touch on tools for promoting and reporting.
  • This is domore24.org

    INFORMATIONAL

    PARTICIPATING NONPROFITS – once we’ve opened registration

    TOOLKIT
  • JUNE 8nd EXACTLY 24 HOURS !
    - Home page transforms into a multi-give form -- one or more NPs

    Typeaheads to pick an non-profit looks at both names

    There’s the browse by category and Leaderboard


  • You get your own page.
    The URL will have the name of your Organization in it… That same name will show here (upper LEFT)
    We’ll talk about that again when cover registration

    SEO The earlier you register, the more likely google is to pick it up…
    In a minute we’ll see how this page is built

  • Once we open for donations,
    the donation form gets inserted below LOGO
    TOTALS AND MATCHING (counted here, but not in leaderboard)
  • This is my most important message to you today… You want to drive traffic to this page,
    and then you want to do NOTHING that will distract them from completing a donation.

    There are
    no videos
    Pictures do stay, but down out of the way
    No extra pages to click though
    Just give us the credit card number and click submit.

  • JUNE 8nd EXACTLY 24 HOURS !
    - Home page transforms into a multi-give form -- one or more NPs

    Typeaheads to pick an non-profit looks at both names

    There’s the browse by category and Leaderboard


  • THE DONATION FORM

    VERY STRAIGHTFORWARD…SAME AS LAST YEAR…

    REFERRED BY

    GROSS-UP OPTION.
  • They’ll go to a confirmation page and also get an emailed receipt

    Note that both of those invite them to tweet and post …

    encourage your donors to build the buzz
    END – DONOR EXPERIENCE
  • Lets talk about the registration process and building your page…

    Raise your hand if your nonprofit DID participate in domore24 last year…
    Great, now lets see the folks who’s organizations did NOT participate in 2015
    For you guys… GO TO HOME PAGE of the site..
    CLICK

  • For returning non-profits – you should have gotten an email with a direct link… ( March 14th )

    We saved most of the data from last year for you, so you don’t have to start from scratch

    CLICK
  • This is NEW –
    After submitting, and/or setting up password… You return to this login
    It’s in the emails you received.

    You can EDIT UNTIL : Tuesday 05/23/2017 6:00:00 pm
  • This is NEW –
    After submitting, and/or setting up password… You return to this login
    It’s in the emails you received.

  • Either way, it’s the same EASY one-page form….

    Lets step through it.. CLICK
  • ORG NAME

    CONTACT INFO ….

    please please please get the contact info right!

    Don’t put your CFO or Executive director if they’re not actually doing the work…
  • PART TWO - - Data that goes on your page
    Logo
    Address
    links to your we and social media


    Description, ask levels

    Don’t go overboard convincing them you are good – they came because they already know you.

    DO – be clear and concise about who you are, so donors are assured – YES this the group I meant

    This is your chance to upsell –

    Also, if you have matching funds, define how that works in the description field – use it to upsell.
  • Get that EIN correct – we WILL be checking guidestar and/or the IRS
    The annual revenue should match your last 990 – donor will NOT see this, but we have prizes depending on it being accurate. If you win one of those prizes, we will check.
  • ACH = get your money faster

    Payouts should be made 6 weeks after the event.

    OK – We’re at the bottom of the page… Just click “Save Changes”

    If it stays here, you’ve missed a required field, you’ll get error messages.

  • Returning Organizations – you DO NOT get this email again. But if it saves and takes you to a next screen.. It worked.

  • Until you are approved, your page will not appear on the site…

    Also, if you make changes, they will NOT show up immediately.

    We republish the approved pages almost every day, and sometimes several times per day, but don’t panic if your edits don’t show up.
  • Again – you have a page on the site.

    Drive your friends, your donors, everyone you can, to this page…

    CLICK

  • OK – last topics…
  • SECOND – a Reporting URL …

    It opens a spreadsheet

    You should NOT send a receipt… we already did

    You SHOULD send a thank-you

    You SHOULD give this to your bookkeeper
  • THIRD thing in the Email – We Snippet
  • Again – you have a page on the site.

    Drive your friends, your donors, everyone you can, to this page…

    CLICK


  • That’s it for me –

    I can take questions now or after the event this morning.

    If you think of something later – the email and phone number are here and on the home page and FAQ pages of the site.

  • I’m Tony Paul

    I’m going to cover the nuts and bolts of the domore24.org web site

    How it works for donors

    The registration process and setting up your page

    And finally, we’ll touch on tools for promoting and reporting.
  • I’m Tony Paul

    I’m going to cover the nuts and bolts of the domore24.org web site

    How it works for donors

    The registration process and setting up your page

    And finally, we’ll touch on tools for promoting and reporting.
  • I’m Tony Paul

    I’m going to cover the nuts and bolts of the domore24.org web site

    How it works for donors

    The registration process and setting up your page

    And finally, we’ll touch on tools for promoting and reporting.
  • Board + advisory council + other things like that.
    Highest single gift vs cumulative giving ($50/mnth for 20 yrs = $12,000 – but does not qualify as a top donor).
    Top donor might = $25k or more, or $100k or more, or $500+

  • AF = great people, lots of them, can’t make it too personal.
    Hence the importance of segmenting…ease of outreach.
    AF is one of your most important segments for DM24…can access the most people for you as Ambassadors.
    Why do we classify prospects/non-donors in their own segment?
  • Don’t look at this and think it sounds complicated. It’s to help you.
    Re-iterate…this is where we’re getting into the surface level of strategy but not the tactical parts.
    You process it for them, first in the morning, to get a prize, etc. -- same for top donors…
    Larry’s example
    John’s example – St Barths and friends

  • Ask early and often until its confirmed for a give and then to do a get.
    Examples…John?
  • Leadership gift from Board can be used as a match too, or just as a kick off. Make DM24 part of your overall strategy for leadership funds, which are great for every appeal.
    There’s nothing wrong with asking.
    Leadership gift shows that your Board and leadership is highly invested in winning and will be a huge encouragement to others.
    Ideally, you want leadership gift from Board and matching funds to offer from top donors.
    EX: $10k in leadership funds that encourages giving. Then $5k in matching funds to encourage giving.
    Donor’s wishes – you need to work with them to determine when and how to process it. Is the gift a portion of what they would normally give, which could be leveraged for prize money. Or, is the gift new money on top of normal giving, which increases your bottom line and could also be leveraged for prize money. Or, they could opt to only offer matching funds to people in their network – EX: John.

  • Leadership gift from Board can be used as a match too, or just as a kick off.
    There’s nothing wrong with asking.
    Leadership gift shows that your Board and leadership is highly invested in winning and will be a huge encouragement to others.
    Ideally, you want leadership gift from Board and matching funds to offer from top donors.
    EX: $10k in leadership funds that encourages giving. Then $5k in matching funds to encourage giving.
    Donor’s wishes – you need to work with them to determine when and how to process it. Is the gift a portion of what they would normally give, which could be leveraged for prize money. Or, is the gift new money on top of normal giving, which increases your bottom line and could also be leveraged for prize money. Or, they could opt to only offer matching funds to people in their network – EX: John.

  • Leadership gift from Board can be used as a match too, or just as a kick off.
    There’s nothing wrong with asking.
    Leadership gift shows that your Board and leadership is highly invested in winning and will be a huge encouragement to others.
    Ideally, you want leadership gift from Board and matching funds to offer from top donors.
    EX: $10k in leadership funds that encourages giving. Then $5k in matching funds to encourage giving.
    Donor’s wishes – you need to work with them to determine when and how to process it. Is the gift a portion of what they would normally give, which could be leveraged for prize money. Or, is the gift new money on top of normal giving, which increases your bottom line and could also be leveraged for prize money. Or, they could opt to only offer matching funds to people in their network – EX: John.

  • Ask for more “gets” on a case-by-case basis if its someone who has lots of connections and LOVES your work.
    Face-to-face meetings…you should be doing them anyway, incorp this into them. If you’re not doing them, this is a good start. Build those relationships.
    Example: Chris B., Ann Miller
    Start dates are not mutually exclusive, start mid- and top at the same time.
  • Lots more of these people, get more help for outreach, if needed.
    We’ll develop the strategy for reaching these people next time.
    24 Ambassadors asking 24 people = 576 asks…assume about 40% give and you get about 200 gifts
  • 24 Ambassadors asking 24 people = 576 asks…assume about 40% give and you get about 200 gifts
    Staff examples: YU and competition, continuing to give. Maybe they’ve never had a reason to ask family and friends.

  • Example of ITIC at Year Up - $3,000 gift processed during Do More 24 (it was their first-ever gift to YU and they were excited to participate in DM24)

  • AF and ND on day of: have a standard email thanking them for their gift and asking them to share their gift on social media and among their friends, family, co-workers and other peers. Make it easy and give them sample language and suggestions for how to email or post it to social media.
    Download the gift file and send from your last cut off point.
  • Structure: keep your capacity in mind…LL example of how I over structured.
  • ASSUMPTION – doesn’t work like that. If you want to make more money and hit your goals, you need to get the message out there a lot, over and over, to the same people.
    This is general outreach, not to Board, TD, Mid, Ambassadors, or Institutional.
    ONE MONTH OUT: - goal is to make people aware (you’ve already asked all the right people for your leadership funds, matching funds, and have lined up your larger gifts, right?)
    Think back to our ladder of effective communications – it’ll be a balance of what works the best and what costs the most. From our short list, it goes from most effective to least effective and from most expensive to least expensive.
    Reach people without email addresses too.
  • ONE WEEK OUT: - goal is to remind people to be thinking about who to ask and how much they can give, to get them excited
    Think of your budget, itf you can only mail once – now’s the time!
    What’s exciting? Are you hosting an event? What about those matching funds?
  • TWO DAYS OUT: - goal is to remind them to give and get. To keep them excited and engaged.
    DAY BEFORE: - goal is to prep them for what’s to come
    Let them know there’s a flood of emails coming, share a rough draft of the email agenda.
    Ask them to bare with you, it’s going to be a busy day with lots of emails and social media posts and announcements and that you hope they’ll overlook the flood while enjoying being a part of your victory.
  • 1. THE BIG DAY –
    Develop a schedule that works for you and that ties into your goals for prizes throughout the day. Take some away and add others.
    Try to keep people updated and keep a good flow of emails to remind them to give and get – without sounding needy (we don’t say need…) or without drowning them.
  • I’m Tony Paul

    I’m going to cover the nuts and bolts of the domore24.org web site

    How it works for donors

    The registration process and setting up your page

    And finally, we’ll touch on tools for promoting and reporting.
  • ×