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Donors to Owners

E V O LV E F R O M C O M P I L I N G A D O N O R L I S T
  T O B U I L D I N G A PA S S I O N AT E N E T W O R K
O F A C T I V E PA R T I C I PA N T S I N Y O U R C A U S E
Donors to Owners
                                    2




Donors: People who write                Owners: People who
you a check.                            actively adopt your cause.
It is costly to gain new donors         They champion the
and they are difficult to retain        cause, become passionate
in a marketplace exploding              activists and recruit new
with causes and issues to               converts within their personal
support.                                sphere of influence.




Copyright PBJumpstart 2012                                info@pbjumpstart.com
Donors to Owners
                                          3


                   Converting Donors to Owners Requires Retention.



                                              Retaining donors, particularly those
   Communication is                                new to your cause, requires
                                                cultivating a relationship through
   essential to donor                          good communication, fulfilling the
                                                promise you have made to utilize
       retention.                                their donations efficiently and
                                               creating opportunities for them to
                                              participate with you in a more active
                                                        and personal way.



Copyright PBJumpstart 2012                                               PBJumpstart.com
4
                                                           Step 1: Retention
 Step 1:
 Retention
 46% of donors
 stop giving due             Donor retention is directly linked with the
 to poor                     way you communicate, and often, it’s your
 communication.              communication within the first 90 days that
 You can’t create            most affects how loyal a donor will become
 owners if you               to your cause.
 can’t retain
 donors.




Copyright PBJumpstart 2012                                   info@pbjumpstart.com
5
                                                                       Step 1: Retention
                             Interact with donors in the first 90 days.

                             First 48: Thank and Welcome
 Donors want to              Send donors a Thank You and Welcome to Our Community
 be appreciated,             message within 48 hours of receiving their donation.
                              If possible, personalize the message with the donor’s name
 know that they                 and amount of contribution.
 are making a                 Thank them for their Trust in your ability to help your
 difference and                 cause and to maximize their contribution.
 given ways to                The Welcome message should specify your mission and
                                state the importance of joining this community of
 help perpetuate                individuals who are dedicated to that mission.
 the cause.                   Add a fact that stresses the importance of your mission
                                and reminds the donor of what’s at stake.




Copyright PBJumpstart 2012                                                   PBJumpstart.com
6
                                                                           Step 1: Retention
                                                      Interact with Donors in the first 90 days.


 Donor Loyalty
                             Within 30 Days – Acknowledge
 Programs can                Send donors a “See what your donation made possible”
 raise retention             message and announcement of their automatic enrollment
 rates by as much            into your Loyal Donor Acknowledgement Program.
                              Create an emotional connection with the donor by relating
 as 10-20% and                  the positive impact of their donation on an individual
 increase both the              person/animal/project.
 length of time               Reward the donor by enrolling them in a special “loyalty”
                                program that acknowledges their contribution and offers
 donors are loyal               special benefits such as earning points for gifts, discounts
 and the amount                 on products, opportunities to participate, etc.
 they donate.                 Always add a fact that shows the critical need that your
                                organization is addressing and how their donation helped
                                meet that need.



Copyright PBJumpstart 2012                                                   info@pbjumpstart.com
7
                                                                          Step 1: Retention
                                                     Interact with Donors in the first 90 days.



                             Within 60 Days – Engage
 When people are             Give donors the opportunity to give you feedback.
 asked for their              The better you know a donor, the more successfully you
 preferences and                can engage them. If you want to know what the donor
                                wants from you, ASK THEM.
 opinions, they               Provide donors with options for: communication
 are more likely to             preferences; main interests in your programs; interest in
 become engaged                 opportunities to volunteer or otherwise become involved;
                                updating their information; sign-up for optional
 with your cause                communications; etc.
 beyond writing a             Provide donors with a forum for expressing their opinions
 check.                         or sharing their personal experiences with your
                                mission/cause.




Copyright PBJumpstart 2012                                                        PBJumpstart.com
8
                                                                         Step 1: Retention
                                                    Interact with Donors in the first 90 days.



                             Within 90 Days – Involve
 If donors have a
                             Offer donors the opportunity to “Share the Cause” with
 good experience             friends, family, co-workers and the world with multiple
 with you, they              channels of communication.
 will be more than            When communicating with donors, make sure they always
                                 have options for sharing your cause with others.
 willing to spread            Create a space (blog, forum, Facebook, Twitter) where
 the word and                    donors are allowed to interact with you.
 invite others to             Give donors the option of receiving email updates or
                                 newsletters and invite them to submit personal stories
 participate.                    about their involvement with your organization.
                              Offer donors prizes through contests or challenges that
                                 reward them for bringing new converts to your cause.



Copyright PBJumpstart 2012                                                 info@pbjumpstart.com
9
                                                                        Step 1: Retention
                             Communicating over the long term.

                             Credibility & Accountability
 Donors want to              Ensure donors of your credibility with current facts and
 be assured that             figures pertaining to your organizational structure, financial
 you’re a reliable           performance and specific successes in meeting your goals.
                              Always be transparent and make current statistics readily
 organization that              available on your website.
 is meeting the               Invite credible members of the community to serve on
 mandates you                   your board or as advisors to your organization.
 have established.            Ask for and publish testimonials concerning your successes
                                from reliable and authentic sources.
                              Seek out third-party sources to endorse or list your
                                organization as a “preferred” non profit.
                              Monitor and promptly respond to negative publicity or
                                comments circulating about your organization.



Copyright PBJumpstart 2012                                                     PBJumpstart.com
10
                                                                         Step 1: Retention
                                                          Communicating over the long term.


                             Justify and Quantify the Need
 Donors need to
                             Continuously showcase what is at stake if the need your
 feel that your              organization is committed to is not met.
 organization is              Provide donors with statistics on what’s at stake, what it
                                will take to meet the need and your specific goals.
 meeting a real
                              Support the “what’s at stake” with third-party research,
 need that will                 quotes and statistics.
 affect positive              Relate the need to someone or something specific to help
 change in their                create a stronger emotional connection with your donors.
                              Tell donors a story that includes a description of what’s at
 local community                stake and a specific example of a resolution of that need
 or the world.                  due to the efforts of your organization.
                              Even if what’s at stake is extremely grave, always include
                                something uplifting and light-hearted in communications
                                to prevent donors from “bad news burnout.”


Copyright PBJumpstart 2012                                                 info@pbjumpstart.com
11
                                                                           Step 1: Retention
                                                           Communicating over the long term.


                             Clearly Articulate Your Services & Link to Results
The more
                             Succinctly describe specific services you offer to meet the needs
specific you are             of your cause and the results achieved with those services.
about what you                Keep descriptions of your services short and concise.
                              Provide specific examples of how these services work to meet
do, the easier it                the goals of your organization and have a positive impact.
becomes to                    Relate how a certain dollar amount or a certain number of
enlist others in                 volunteer hours is required to perform a particular service.
                              Offer donors the option to select a particular service to
your cause and                   support with their financial contribution and/or to receive
engage them in                   communications about in the future.
evangelizing that             “Make it real” with short videos of your services in action and
                                 always include a recipient or positive impact of that service.
cause.                        Build a library of testimonials and photographs from recipients
                                 of specific services who have realized a positive impact.



Copyright PBJumpstart 2012                                                         PBJumpstart.com
Donors to Owners
                                         12


                  Converting Donors to Owners Requires Activation.



                                                 Donor activists are cultivated by
  Activating donors                               enlisting those who are most
                                               passionate about your cause in mini
requires an effort on                          campaigns designed to achieve one
                                                specific purpose over a short time
      your part.                               frame. You’ll build a base of reliable
                                              donor activists who can be called into
                                                  action for specific needs or to
                                                        respond to a crisis.



Copyright PBJumpstart 2012                                            info@pbjumpstart.com
13
                                                             Step 2: Activation
 Step 2:
 Activation
 Communication               By practicing good communication
 skills have                 skills, you’ve built your donor base, solicited
 helped you build            their feedback, touched them emotionally
 a strong base of            and encouraged them to share your cause
 donors who are              with the people in their lives. Now you can
 prepped and                 invite, challenge, empower and reward
 ready to go into            them.
 action for your
 cause.



Copyright PBJumpstart 2012                                          PBJumpstart.com
14
                                                                            Step 2. Activation
                                                      Harnessing the power of your donor base.


                             Invite Donors to Take Action
Your regular                 Invite donors to go into action for a specific campaign with a clear
communication                goal, a theme, a deadline for completion, a singular call to action
                             and a pre-determined method of measuring results.
with donors has               Campaigns should have one objective, such as increasing
                                 membership, raising funds, enlisting advocacy, attending an
established the                  event, gaining new volunteers, etc.
kind of rapport               Identify your most passionate and influential donors and
                                 engage them in the early stages of campaign planning to mine
needed to call                   fresh creative approaches to spreading your cause.
them into action              Put a system in place for measuring the direct results of the
                                 campaign efforts and identifying your most influential and
for your cause.                  successful donor activists.
                              Enlist corporate, small business or private sponsors that can
                                 help defray your costs and donate money, time or products.
                              Be prepared to reward your influencers with a small gift
                                 and/or recognition in future communications and at future
                                 events.


Copyright PBJumpstart 2012                                                     info@pbjumpstart.com
15
                                                                            Step 2. Activation
                                                      Harnessing the power of your donor base.


                             Challenge Donors to Meet a Goal
A secondary goal             Challenge your donor activists to reach a specific goal on a
of each campaign             deadline.
                              Set an overall goal for the entire campaign.
should be                     Assign specific goals to individual donor activists that are
identifying and                 attainable within their sphere of personal influence.
enlisting new                 Create a contest among the donor activists with a reward for
                                the person/group who sells the most tickets, signs up the most
influencers for                 volunteers, etc.
your cause.                   Have a clear and simple call to action that activists find easy to
                                repeat and share.
                              Encourage donor activists to find a company or person who
                                will match the amount of money they raise for the campaign.




Copyright PBJumpstart 2012                                                          PBJumpstart.com
16
                                                                         Step 2. Activation
                                                    Harnessing the power of your donor base.


                             Empower Donors to Make a Difference
The actions that             Empower donors to take the required action by providing them
donors take for              with the right tools and the authority to represent your cause.
                              Send out a press release to launch the campaign and recognize
your cause will                 your chosen donor influencers.
get better results            Create a campaign-specific Landing Page on your website with
                                one simple call to action and “easy button” for complying.
if donors have
                              Set up a system for activists to report progress and seek
the tools and the               assistance during the campaign.
authority to do               Require all influencers to attend a short campaign kick-off
                                session where they have a training segment and a rally party.
the job well.                 Provide your activists with a feedback mechanism at the end
                                of the campaign to identify problems encountered and to
                                enlist ideas for future improvements.




Copyright PBJumpstart 2012                                                  info@pbjumpstart.com
17
                                                                          Step 2. Activation
                                                     Harnessing the power of your donor base.


                             Reward Donors for Their Efforts
Everyone likes to            Reward your donor activists with recognition and a celebration
be recognized for            event, even if your goals were not fully met.
                              Send out a press release to close the campaign, announce the
a job well                      results and recognize your donor influencers.
done, even if                 Send out Thank You communications within 72 hours of close
                                of the campaign.
they don’t take
                              Sponsor a celebration event, even if it’s just in the
home the gold                   office, where all influencers can come together and socialize.
medal or win the              Invite new donors to the celebration event to help identify
                                potential future activists.
title.                        Begin planning the next mini campaign at the celebration
                                event while passions and ideas are running high.




Copyright PBJumpstart 2012                                                        PBJumpstart.com
Donors to Owners
                                     18


      Check writers have been transformed into a network of activists!




       The manpower                         A part of your donor base is now
                                             valued for the strength of their
      fighting for your                    commitment to your cause in their
          cause has                       everyday lives. They wear it on their
                                          rolled-up sleeves and carry it in their
        exponentially                      hearts, helping you get the results
                                                 that affect real change.
         increased.

Copyright PBJumpstart 2012                                        info@pbjumpstart.com
Donors to Owners
                                      19




Need help transforming your non-profit donors into pro-active owners? Contact
PBJumpstart for communication strategy, tactical planning, creative consulting
 or content development. We’re always looking for a good cause to serve. Visit
www.pbjumpstart.com or call 662 988-2166. to learn more about our services.




Copyright PBJumpstart 2012

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Transforming non profit donors into cause owners

  • 1. Donors to Owners E V O LV E F R O M C O M P I L I N G A D O N O R L I S T T O B U I L D I N G A PA S S I O N AT E N E T W O R K O F A C T I V E PA R T I C I PA N T S I N Y O U R C A U S E
  • 2. Donors to Owners 2 Donors: People who write Owners: People who you a check. actively adopt your cause. It is costly to gain new donors They champion the and they are difficult to retain cause, become passionate in a marketplace exploding activists and recruit new with causes and issues to converts within their personal support. sphere of influence. Copyright PBJumpstart 2012 info@pbjumpstart.com
  • 3. Donors to Owners 3 Converting Donors to Owners Requires Retention. Retaining donors, particularly those Communication is new to your cause, requires cultivating a relationship through essential to donor good communication, fulfilling the promise you have made to utilize retention. their donations efficiently and creating opportunities for them to participate with you in a more active and personal way. Copyright PBJumpstart 2012 PBJumpstart.com
  • 4. 4 Step 1: Retention Step 1: Retention 46% of donors stop giving due Donor retention is directly linked with the to poor way you communicate, and often, it’s your communication. communication within the first 90 days that You can’t create most affects how loyal a donor will become owners if you to your cause. can’t retain donors. Copyright PBJumpstart 2012 info@pbjumpstart.com
  • 5. 5 Step 1: Retention Interact with donors in the first 90 days. First 48: Thank and Welcome Donors want to Send donors a Thank You and Welcome to Our Community be appreciated, message within 48 hours of receiving their donation.  If possible, personalize the message with the donor’s name know that they and amount of contribution. are making a  Thank them for their Trust in your ability to help your difference and cause and to maximize their contribution. given ways to  The Welcome message should specify your mission and state the importance of joining this community of help perpetuate individuals who are dedicated to that mission. the cause.  Add a fact that stresses the importance of your mission and reminds the donor of what’s at stake. Copyright PBJumpstart 2012 PBJumpstart.com
  • 6. 6 Step 1: Retention Interact with Donors in the first 90 days. Donor Loyalty Within 30 Days – Acknowledge Programs can Send donors a “See what your donation made possible” raise retention message and announcement of their automatic enrollment rates by as much into your Loyal Donor Acknowledgement Program.  Create an emotional connection with the donor by relating as 10-20% and the positive impact of their donation on an individual increase both the person/animal/project. length of time  Reward the donor by enrolling them in a special “loyalty” program that acknowledges their contribution and offers donors are loyal special benefits such as earning points for gifts, discounts and the amount on products, opportunities to participate, etc. they donate.  Always add a fact that shows the critical need that your organization is addressing and how their donation helped meet that need. Copyright PBJumpstart 2012 info@pbjumpstart.com
  • 7. 7 Step 1: Retention Interact with Donors in the first 90 days. Within 60 Days – Engage When people are Give donors the opportunity to give you feedback. asked for their  The better you know a donor, the more successfully you preferences and can engage them. If you want to know what the donor wants from you, ASK THEM. opinions, they  Provide donors with options for: communication are more likely to preferences; main interests in your programs; interest in become engaged opportunities to volunteer or otherwise become involved; updating their information; sign-up for optional with your cause communications; etc. beyond writing a  Provide donors with a forum for expressing their opinions check. or sharing their personal experiences with your mission/cause. Copyright PBJumpstart 2012 PBJumpstart.com
  • 8. 8 Step 1: Retention Interact with Donors in the first 90 days. Within 90 Days – Involve If donors have a Offer donors the opportunity to “Share the Cause” with good experience friends, family, co-workers and the world with multiple with you, they channels of communication. will be more than  When communicating with donors, make sure they always have options for sharing your cause with others. willing to spread  Create a space (blog, forum, Facebook, Twitter) where the word and donors are allowed to interact with you. invite others to  Give donors the option of receiving email updates or newsletters and invite them to submit personal stories participate. about their involvement with your organization.  Offer donors prizes through contests or challenges that reward them for bringing new converts to your cause. Copyright PBJumpstart 2012 info@pbjumpstart.com
  • 9. 9 Step 1: Retention Communicating over the long term. Credibility & Accountability Donors want to Ensure donors of your credibility with current facts and be assured that figures pertaining to your organizational structure, financial you’re a reliable performance and specific successes in meeting your goals.  Always be transparent and make current statistics readily organization that available on your website. is meeting the  Invite credible members of the community to serve on mandates you your board or as advisors to your organization. have established.  Ask for and publish testimonials concerning your successes from reliable and authentic sources.  Seek out third-party sources to endorse or list your organization as a “preferred” non profit.  Monitor and promptly respond to negative publicity or comments circulating about your organization. Copyright PBJumpstart 2012 PBJumpstart.com
  • 10. 10 Step 1: Retention Communicating over the long term. Justify and Quantify the Need Donors need to Continuously showcase what is at stake if the need your feel that your organization is committed to is not met. organization is  Provide donors with statistics on what’s at stake, what it will take to meet the need and your specific goals. meeting a real  Support the “what’s at stake” with third-party research, need that will quotes and statistics. affect positive  Relate the need to someone or something specific to help change in their create a stronger emotional connection with your donors.  Tell donors a story that includes a description of what’s at local community stake and a specific example of a resolution of that need or the world. due to the efforts of your organization.  Even if what’s at stake is extremely grave, always include something uplifting and light-hearted in communications to prevent donors from “bad news burnout.” Copyright PBJumpstart 2012 info@pbjumpstart.com
  • 11. 11 Step 1: Retention Communicating over the long term. Clearly Articulate Your Services & Link to Results The more Succinctly describe specific services you offer to meet the needs specific you are of your cause and the results achieved with those services. about what you  Keep descriptions of your services short and concise.  Provide specific examples of how these services work to meet do, the easier it the goals of your organization and have a positive impact. becomes to  Relate how a certain dollar amount or a certain number of enlist others in volunteer hours is required to perform a particular service.  Offer donors the option to select a particular service to your cause and support with their financial contribution and/or to receive engage them in communications about in the future. evangelizing that  “Make it real” with short videos of your services in action and always include a recipient or positive impact of that service. cause.  Build a library of testimonials and photographs from recipients of specific services who have realized a positive impact. Copyright PBJumpstart 2012 PBJumpstart.com
  • 12. Donors to Owners 12 Converting Donors to Owners Requires Activation. Donor activists are cultivated by Activating donors enlisting those who are most passionate about your cause in mini requires an effort on campaigns designed to achieve one specific purpose over a short time your part. frame. You’ll build a base of reliable donor activists who can be called into action for specific needs or to respond to a crisis. Copyright PBJumpstart 2012 info@pbjumpstart.com
  • 13. 13 Step 2: Activation Step 2: Activation Communication By practicing good communication skills have skills, you’ve built your donor base, solicited helped you build their feedback, touched them emotionally a strong base of and encouraged them to share your cause donors who are with the people in their lives. Now you can prepped and invite, challenge, empower and reward ready to go into them. action for your cause. Copyright PBJumpstart 2012 PBJumpstart.com
  • 14. 14 Step 2. Activation Harnessing the power of your donor base. Invite Donors to Take Action Your regular Invite donors to go into action for a specific campaign with a clear communication goal, a theme, a deadline for completion, a singular call to action and a pre-determined method of measuring results. with donors has  Campaigns should have one objective, such as increasing membership, raising funds, enlisting advocacy, attending an established the event, gaining new volunteers, etc. kind of rapport  Identify your most passionate and influential donors and engage them in the early stages of campaign planning to mine needed to call fresh creative approaches to spreading your cause. them into action  Put a system in place for measuring the direct results of the campaign efforts and identifying your most influential and for your cause. successful donor activists.  Enlist corporate, small business or private sponsors that can help defray your costs and donate money, time or products.  Be prepared to reward your influencers with a small gift and/or recognition in future communications and at future events. Copyright PBJumpstart 2012 info@pbjumpstart.com
  • 15. 15 Step 2. Activation Harnessing the power of your donor base. Challenge Donors to Meet a Goal A secondary goal Challenge your donor activists to reach a specific goal on a of each campaign deadline.  Set an overall goal for the entire campaign. should be  Assign specific goals to individual donor activists that are identifying and attainable within their sphere of personal influence. enlisting new  Create a contest among the donor activists with a reward for the person/group who sells the most tickets, signs up the most influencers for volunteers, etc. your cause.  Have a clear and simple call to action that activists find easy to repeat and share.  Encourage donor activists to find a company or person who will match the amount of money they raise for the campaign. Copyright PBJumpstart 2012 PBJumpstart.com
  • 16. 16 Step 2. Activation Harnessing the power of your donor base. Empower Donors to Make a Difference The actions that Empower donors to take the required action by providing them donors take for with the right tools and the authority to represent your cause.  Send out a press release to launch the campaign and recognize your cause will your chosen donor influencers. get better results  Create a campaign-specific Landing Page on your website with one simple call to action and “easy button” for complying. if donors have  Set up a system for activists to report progress and seek the tools and the assistance during the campaign. authority to do  Require all influencers to attend a short campaign kick-off session where they have a training segment and a rally party. the job well.  Provide your activists with a feedback mechanism at the end of the campaign to identify problems encountered and to enlist ideas for future improvements. Copyright PBJumpstart 2012 info@pbjumpstart.com
  • 17. 17 Step 2. Activation Harnessing the power of your donor base. Reward Donors for Their Efforts Everyone likes to Reward your donor activists with recognition and a celebration be recognized for event, even if your goals were not fully met.  Send out a press release to close the campaign, announce the a job well results and recognize your donor influencers. done, even if  Send out Thank You communications within 72 hours of close of the campaign. they don’t take  Sponsor a celebration event, even if it’s just in the home the gold office, where all influencers can come together and socialize. medal or win the  Invite new donors to the celebration event to help identify potential future activists. title.  Begin planning the next mini campaign at the celebration event while passions and ideas are running high. Copyright PBJumpstart 2012 PBJumpstart.com
  • 18. Donors to Owners 18 Check writers have been transformed into a network of activists! The manpower A part of your donor base is now valued for the strength of their fighting for your commitment to your cause in their cause has everyday lives. They wear it on their rolled-up sleeves and carry it in their exponentially hearts, helping you get the results that affect real change. increased. Copyright PBJumpstart 2012 info@pbjumpstart.com
  • 19. Donors to Owners 19 Need help transforming your non-profit donors into pro-active owners? Contact PBJumpstart for communication strategy, tactical planning, creative consulting or content development. We’re always looking for a good cause to serve. Visit www.pbjumpstart.com or call 662 988-2166. to learn more about our services. Copyright PBJumpstart 2012