http://afpfc.com/
The Future of Fundraising: Important and Emerging Trends and Innovations
Saturday, April 29 - 8:00am to 5:30pm
Speakers: Steven Shattuck, with special guest Daryl Upsall, FInstF
What does the future hold for nonprofits and fundraising? It seems like every day new technology and innovations emerge, and it can be difficult for even the most savvy fundraiser to keep up. Join us for an interactive discussion about what's new and different, as well as what hasn't changed. We'll discuss the implications of new tools, trends, and innovations that help nonprofits work smarter, not harder, including:
- What will always work in fundraising, and how it is being enhanced by new technologies;
- Tactics for digital stewardship and conversion rate optimization;
- Exciting new innovations with social media, mobile, gamification, and augmented reality;
- And more!
2. • Arrive, Welcome and Introductions
• The Current State - What Works Now,
What Will Always Work
• How New Technology Supports What Works
• Lunch
• Special Guest! Daryl Upsall - International Perspective
• How New Technology Supports What Works (cont.)
• The Future - Cool Things on the Horizon
• Wrap Up
Workshop Outline »
@StevenShattuck
4. About Steven »
@StevenShattuck
Chief Engagement Officer, Bloomerang
Co-founder/ED, Launch Cause
Contributor: Fundraising Principles and
Practice: Second Edition
Member: Fundraising Effectiveness
Project (FEP) Project Work Group, AFP
Center for Fundraising Innovation (CFI)
Fun facts:
• 1st job: producing fundraising videos
• prefers tea to coffee
• allergic to rhubarb
• won the David Letterman scholarship
17. Donor Attrition Over Five Years
# of
Donors
Attrition
Rate
Donors
Remaining
After 1
Year
Donors
Remaining
After 2
Years
Donors
Remaining
After 3
Years
Donors
Remaining
After 4
Years
Donors
Remaining
After 5
Years
1,000 20% 800 640 512 410 328
1,000 40% 600 360 216 130 78
1,000 60% 400 160 64 26 10
So what?
@StevenShattuck
https://bloomerang.co/resources/guides/donor-retention-math-made-simple/
18. Donor retention math »
@StevenShattuck
https://bloomerang.co/resources/guides/donor-retention-math-made-simple/
20. Why nonprofit donors leave »
@StevenShattuck
http://www.campbellrinker.com/Managing_donor_defection.pdf
• 2001 study by
Adrian Sargeant
• Survey to lapsed donors of
10 major U.S.-based
nonprofits
• Respondents were asked to
check each reason for
stopping their contributions
21. • 5% - thought charity did not need them
• 8% - no info on how monies were used
• 9% - no memory of supporting
• 13% - never got thanked for donating
• 16% - death
• 18% - poor service or communication
• 36% - others more deserving
• 54% - could no longer afford
Why nonprofit donors leave »
@StevenShattuck
http://www.campbellrinker.com/Managing_donor_defection.pdf
23. @StevenShattuck
Key drivers of donor commitment »
• 2011 study
• Survey of 1,200 recent (last 12 months), frequent (more
than 2 gifts to cause based charities) donors from over
250 nonprofit organizations
• Donors were given a list of 32 reasons why they might
continue giving
• Asked to rank them by order of importance
http://www.thedonorvoice.com/national-donor-commitment-study-and-proof-of-link-between-donor-attitudes-and-behavior/
24. @StevenShattuck
Key drivers of donor commitment »
1. Donor perceives your organization to be effective in
trying to achieve its mission.
2. Donor knows what to expect from your organization with
each interaction.
3. Donor receives a timely thank you.
4. Donor receives opportunities to make his or her views
known.
5. Donor is given the feeling that he or she is part of an
important cause.
6. Donor feels his or her involvement is appreciated.
7. Donor receives information showing who is being helped.
http://www.thedonorvoice.com/national-donor-commitment-study-and-proof-of-link-between-donor-attitudes-and-behavior/
25. @StevenShattuck
How to increase retention »
• Thank quickly + personally
• Go overboard with appreciation
• Donor-centric tone
• Tell how gifts are used / will be used
• Tell them what comes next
• Keep lines of communication open
30. Correlations »
• Strong correlation between training and
major gift fundraising performance
• The quality of IT systems in place is key to
driving the number of major gifts received
• Organizations whose boards and
volunteers play an active role are more
successful in major gift fundraising
• Individuals with longer tenure tend to be
more successful in major gift fundraising
@StevenShattuck
32. 10 Recommendations »
• Prioritize donor retention
• Invest in prospect research
• Retain employees as long as possible
• Invest in training
• Invest in education
for every additional intensive education
opportunity (such as studying for the CFRE or
attending multi-day conferences), the data shows
you will raise an additional $37,000 — $37,000!
@StevenShattuck
33. 10 Recommendations »
• Foster a donor-centered culture
• Invest in IT systems (donor management)
• Volunteer engagement is key
• Board engagement is key
• Fundraising metrics must be tracked
https://www.slideshare.net/bloomerang/3-secrets-to-raising-major-gifts-you-cant-survive-without
https://bloomerang.co/blog/video-3-secrets-to-raising-major-gifts-you-cant-survive-without/
@StevenShattuck
37. Study Methodology »
• A review of events fundraising
literature
• International advisory panel
formed drawing on events
management expertise from the
UK, USA and Canada
• Organizations were identified
who in the panel’s view had
particularly successful events
• 30 interviews conducted with key
informants in these organizations
@StevenShattuck
38. What made these 30 orgs unique? »
• they conducted detailed
audience research
• they developed profiles or
“personas” of prospective
attendees
• they focused on the needs of
those very specific individuals
• they planned experiences
they would find deeply
moving and personally
meaningful
@StevenShattuck
39. A fundraising event should not be »
• a service where individuals pay (or raise
money) for the privilege of enjoying the
activity they are going to attend
"I've personally gone to a couple of fun runs and sort of mass
participation events of that nature, and I've hardly seen any
advertising for the charity involved, so that if you didn't have a
clear idea who you were running for and why. You wouldn't
really know what charities were on offer. You were just sort of
running for the sake of running.”
@StevenShattuck
41. A fundraising event should be »
• an experience that causes the attendee
to feel empathetic towards those you
serve, puts them in their shoes
“The thing that I would say that is really important is making
sure that your event is in someway experiential to the donor or
the supporter that is in the room.”
“I always want someone that comes to events to touch or to
feel or to have an experience with the cause in some way."
@StevenShattuck
43. 10 Indicators of Successful Events »
• A high degree of donor-centricity
• A focus on fundamental human needs
• Investment in the team
• Choosing the appropriate mindset
• Focus on experiences, not features
@StevenShattuck
44. 10 Recommendations »
• Drive emotion with effective storytelling
• Constantly drive innovation
• Focus innovation on human needs
• Focus on technology
• Create board champions
@StevenShattuck
46. What will always drive success »
• Putting the donor first in all aspects
• Compelling storytelling
• Strong boards
• Long tenure
• Investment in technology
@StevenShattuck
48. @StevenShattuck
Rogare’s Relationship Fundraising Review »
• Update to Ken Burnett’s 1992
“Relationship Fundraising”
• 4 volume study, plus additional resources
• Adrian Sargeant, Jen Shang, Ian
MacQuillin
• International advisory panel
https://www.plymouth.ac.uk/schools/plymouth-business-school/relationship-fundraising-review-advisory-panel
https://www.pursuant.com/landing-page/relationshipfundraising/
49. @StevenShattuck
M&R Benchmarks Study »
• 2017 is the 6th edition
• 133 nonprofits
• analyzes 3.6 billion email messages sent to
nearly 50 million list subscribers; more
than $535 million in online donations from
over 8.3 million online gifts; and 7.2
million advocacy actions (social media)
http://mrbenchmarks.com/#!/key-findings
50. Same Success Factors, New Tech »
Before lunch:
• Content Marketing
• Conversion Rate Optimization
After lunch:
• (International Trends)
• Digital Stewardship
• Social Media
(we will follow the donor journey)
@StevenShattuck
53. How do you get website traffic? »
Outbound Marketing
Advertising (Paid Media) + Direct Response/Mail + PR
Inbound Marketing
Content Marketing + SEO + Social Media
@StevenShattuck
58. What are people searching for? »
Solutions to their problems.
“What are some Alzheimer’s warning signs?”
“What are good after school activities for kids with working parents?”
“How can I go about adopting a child overseas?”
“I need nutritional tips for infants.”
“My brother needs resume help.”
“My father needs help learning english as a second language”
“What’s an ideal household budget?”
@StevenShattuck
59. The best content »
• Educates
• Solves problems
• Answers questions
• Inspires
• Entertains
• Is too good not to share
• Is aligned with your mission
• Is about and for the donor, not you
• Is tailored to a specific audience
@StevenShattuck
60. 5 Reasons Why You Should Donate to
the Alzheimer’s Association
vs.
5 Early-Onset Alzheimer’s Warning Signs
Which is more compelling? »
@StevenShattuck
61. 5 Early-Onset Alzheimer’s Warning Signs
Alzheimer’s disease facts and figures
About the Alzheimer’s Association
How your donation can help
Inbound donor path »
@StevenShattuck
74. More content ideas »
• Internal emails
– What questions do you answer frequently?
• Industry news/updates
– Are there recent developments/research you should share?
• Surveys
– Ask your constituents what would be of value to them
– Ask questions and publish the results
• Search #hashtags on social media
– What are people talking about?
• Interviews
– Interview a supporter or a topic expert
– Publish the Q&A
@StevenShattuck
75. Who can create content? »
• Employees
• Volunteers
• Constituents
• Donors
• Board Members
• Vendors
• Outside Experts
@StevenShattuck
76. Getting others to create content »
1. Supply ideas
2. Share best practices
3. Set a schedule
4. Hold them accountable
@StevenShattuck
77. Blog post checklist »
✓ Compelling title
✓ 350-700 words
• Intro paragraph
• 3-5 points
• Closing paragraph
✓ Photo
✓ Call-to-action
✓ Social sharing buttons
✓ Author bio
https://bloomerang.co/blog/infographic-a-guide-to-nonprofit-blogging/
@StevenShattuck
78. Repurposing »
• Print material = online content
• Transcripts = blog posts
• PowerPoints = blog posts
• Emails = blog posts
• FAQs = blog posts
@StevenShattuck
82. The Future of Fundraisingconversion rate optimization
83. Donation page/forms »
• Must be trustworthy
• Must be optimized for user experience
• Must be mobile-responsive
• Must maximize conversions
• Must maximize donations
• Must prioritize recurring gifts
@StevenShattuck
97. Mobile »
• 50% of mobile phone users use mobile as
their primary Internet source.
• Mobile web adopzon is growing 8x faster
than web adopzon did in
‘90s & ‘00s.
• 28.85% of all emails are opened on
mobile phones and 10.16% on tablets.
• Mobile-based searches make up 1/4th of
all searches.
http://www.digitalbuzzblog.com/infographic-2013-mobile-growth-statistics/
@StevenShattuck
108. • Remove all distractions
• Remove all links away from donation page
• Place donation form as high on page as
possible (definitely above the fold)
No escape! »
@StevenShattuck
109. 5. Collect minimal information,
only what you
will use immediately.
@StevenShattuck
127. • Have a plan for retention
• Have a branded giving page w/ embedded form
• Have a mobile-responsive website
• Avoid too many choices/distractions
• Make the donor feel like an active participant
in your mission
Final thoughts »
@StevenShattuck
134. How can we make
online donors
feel truly special?
@StevenShattuck
135. Do these 3 things well »
https://bloomerang.co/blog/3-things-your-nonprofit-must-do-well-after-an-online-donation
@StevenShattuck
136. 1. “Thank You” page
2. Email confirmation
3. Formal acknowledgment
Do these 3 things well »
https://bloomerang.co/blog/3-things-your-nonprofit-must-do-well-after-an-online-donation
@StevenShattuck
137. • Communicate that donation was processed
• Thank the donor
• Communicate impact (text/photo/video)
• Preview future communications
• Give donor something to do next
• Keep them on website to convert again!
Confirmation page »
@StevenShattuck
https://bloomerang.co/blog/21-ideas-for-your-nonprofits-donation-confirmation-page
144. • Should arrive immediately
• Eye-catching subject line
• Avoid role-based sender email address
• Personal greeting
• Thank the donor
• Communicate impact (text/photo/video)
• Give donor something to do next
• Social sharing
• Employer matching
• Survey
• Preview future communications
• Include tax information
Email confirmation »
@StevenShattuck
https://bloomerang.co/blog/19-point-donation-acknowledgement-email-checklist
157. • Thank you for your donation!
• Donation Confirmation from (ORGANIZATION)
• Donation Receipt from (ORGANIZATION)
• Confirmation – Donation Received
• Donation Receipt
• Thank you for your gift
Boring email subject lines »
@StevenShattuck
https://bloomerang.co/blog/46-real-nonprofit-email-receipt-subject-lines-made-better/
158. • You just changed a life
• You just fed a family of four
• You have given the gift of hope
• You are a hero!
Impactful email subject lines »
@StevenShattuck
https://bloomerang.co/blog/46-real-nonprofit-email-receipt-subject-lines-made-better/
164. • Send a donor survey to 1st-time donors
• Boosts retention even if they don’t respond
• Respondents signify high-engagement
• Email receipt is a great place to include
• Google Forms or SurveyMonkey
Survey »
@StevenShattuck
http://t.co/XMUTnvjThP
https://bloomerang.co/blog/23-questions-to-ask-donors-and-prospects/
165. • Arrive within 48 hours
• Preview future communications
• Utilize their communication preference!
• Email
• differentiate from receipt
• Snail mail
• handwritten note / signature
• Phone call
• voicemails are just as good
Formal acknowledgement »
@StevenShattuck
169. @StevenShattuck
• first-time donors who get a personal thank you within 48
hours are 4x more likely to give a second gift (Tom Ahern)
• a three-minute thank-you call will boost first-year
retention by 30%. (Roger Craver / The Agitator)
• a thank-you call from a board member to a newly
acquired donor within 24 hours of receiving the gifts will
increase their next gift by 39%. (Penelope Burk)
http://www.nonprofithub.org/fundraising/excuses-need-call-every-new-donor
http://www.guidestar.org/rxa/news/articles/2010/how-to-increase-donations-by-39-percent.aspx
The personal touch »
http://www.clairification.com/thank-you-calls-ebook/
173. Acknowledge donors differently »
@StevenShattuck
Above average gift amount
At or below average gift amount
Phone call Personal letter
Email #2Email #1
(upgrade/recurring)
175. P2P donors give to the fundraiser, not the org!
1. Have the fundraiser contact last year’s donors.
2. Have the fundraiser re-introduce the charity in the gift acknowledgement.
3. Start a dialogue in the first follow-up.
P2P acknowledgement »
https://bloomerang.co/blog/3-tips-for-improving-p2p-donor-retention/
@StevenShattuck
186. The “Three As” »
@StevenShattuck
http://blog.hubspot.com/marketing/nonprofit-three-as-social-media-ht
• Appreciation: say thank you
• Advocacy: champion those you serve
• Appeals: ask for help
188. Why appreciation »
@StevenShattuck
• People like to put their
philanthropy on display
• Donors like to feel
appreciated
• “Appreciation” posts get the
most engagement
• Creates a sense of FOMO
194. Appreciation »
@StevenShattuck
Volunteers are 10x
more likely to donate
to your charity than
non-volunteers!
http://www.fidelitycharitable.org/docs/
Volunteerism-Charitable-Giving-2009-
Executive-Summary.pdf
200. Permission »
@StevenShattuck
• Ask for Twitter username
• Ask for communication preference
• email
• snail mail
• phone
• social media
• “Would you like to remain anonymous in agency
publications?” Yes/No
• Don’t have to divulge donation amount
204. 1. Appreciation
2. Advocacy
3. Appeals
The “Three As” »
@StevenShattuck
Gets the most engagement!
https://blog.bufferapp.com/facebook-news-feed-algorithm
205. Facebook algorithm factors »
• Posts with lots of comments
• Posts with lots of likes
• Post types that users seem to prefer more than
others (e.g., photo, video, or status update)
• Posts that receive a high volume of likes, comments,
or shares in a short time
• Posts that tag other pages within the text
• Posts that are liked or commented on by one’s friends
• Posts from pages that one interacts with often
@StevenShattuck
206. Appreciation opportunities »
• Volunteers on-site
• Unique donation
• A major gift
• In-kind help from a for-profit vendor/sponsor
• P2P fundraiser milestones
@StevenShattuck
207. Who can thank? »
• Corporate account
• Employees
‣ Executive Director
‣ Development Director
‣ Communications Director
• Volunteers
• Board members
• Donors
• Vendors
@StevenShattuck
208. Appreciation - do’s and don’ts »
• Look for opportunities to show appreciation
• Make it easy for donors to talk about their giving
• from the brand + from employees
• Get the donor/volunteer’s permission
• Make thank you’s visual
• Never an untagged post
• Track donor’s social media accounts in database
@StevenShattuck
211. Advocacy »
• Educate about your cause
‣ new research/data
‣ helpful tips/guides
• Share mission outcomes
‣ Success/impact stories
‣ Show how dollars are spent
@StevenShattuck
212. @StevenShattuck
Key drivers of donor commitment »
1. Donor perceives your organization to be effective
in trying to achieve its mission.
2. Donor knows what to expect from your
organization with each interaction.
3. Donor receives timely a thank you.
4. Donor receives opportunities to make his or her
views known.
5. Donor is given the feeling that he or she is part of
an important cause.
6. Donor feels his or her involvement is appreciated.
7. Donor receives information showing who is being helped.
219. Advocacy tips »
• Think like a journalist
• Keep your cell phone (camera) with you
• Tell others to keep an eye out
• Highlight service recipients and employees
@StevenShattuck
221. Appeals »
• Use social media to ask for help!
‣ be specific
‣ be urgent
‣ be visual
‣ give clear direction
‣ ask your followers to ask
‣ identify + leverage influencers
@StevenShattuck
229. • Facebook: when you have something to say
• Twitter: when you have something to say
• Instagram: when you have something to say
How often should you post? »
@StevenShattuck
http://nonprofithub.org/social-media/ultimate-2015-nonprofit-social-media-scheduling-guide/
230. Final thoughts on social »
• Balance: avoid too much self-promotion
• Visual: photos/videos perform very well
• Be personal: address people individually (tag them)
• Ask: permission before publicly acknowledging gifts
• Track: supporter social media accounts in your database
• Teamwork: get your employees to create/share content
• Measure and adjust: don’t post what hasn’t worked!
@StevenShattuck
https://bloomerang.co/resources/downloadables/social-media-strategy-template
244. Gamification - an actual game »
http://www.theguardian.com/voluntary-sector-network/2014/apr/17/gamification-charity-gaming
@StevenShattuck
245. • Save the Children's Forced to Flee event
Groups were led into the space and were given a number, a
headset through which to listen to real stories of children
affected by these issues and a child’s rucksack.
Gamification - as an experience »
@StevenShattuck
246. During their journey they experienced the children’s endeavours to
reach safety, passing through camps, being in a classroom with
gunshots across walls, windows and blackboards.
http://www.eventmagazine.co.uk/pictures-save-childrens-forced-flee-event/brands/article/1395683
Gamification - as an experience »
@StevenShattuck
247. Eventually attendees reach a play area, which represents the work
that the charity does in areas of conflict to bring play to children.
http://www.eventmagazine.co.uk/pictures-save-childrens-forced-flee-event/brands/article/1395683
Gamification - as an experience »
@StevenShattuck
260. Future wrap-up »
• Expect your tools to be “gamified”
• Boost traditional advertising with A.R.?
• Boost donor empathy with V.R.?
• Run A/B tests manually if your tech
doesn’t have it yet (it will)
• None of these things are silver bullets!
@StevenShattuck
262. Recommended reading »
• Retention Fundraising - Roger Craver
• Content Marketing for Nonprofits
- Kivi Leroux Miller
• Relationship Fundraising - Ken Burnett
• Stay Together - Jay Love
• Raising More Money w/ Newsletters Than
You Ever Thought Possible - Tom Ahern
https://bloomerang.co/blog/100-fundraising-blogs-you-should-be-reading-in-2017/
@StevenShattuck