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30 IDEAS IN 60 MINUTES
     Stephen Mally
     Principal Client Partner




                       30 Ideas in 60 Minutes
4/1/2011                         1
30 IDEAS IN 60 MINUTES

Agenda
• Admissions
• Goals
• 30 Ideas in 60 Minutes
• Questions and Answers




 4/1/2011                      2
30 IDEAS IN 60 MINUTES

Admissions
• Aggressive American fundraiser
• Not all my ideas will make you comfortable
• Some may make you uncomfortable




 4/1/2011                      3
30 IDEAS IN 60 MINUTES

Goals
• You walk away with 1-2 ideas
• These ideas make you think of additional new ideas
  I did not offer you!
• You twist some of these ideas to make them work
  for your organisation!
• You talk amongst each other and brainstorm
  additional ideas



4/1/2011                      4
30 IDEAS IN 60 MINUTES




           Let’s Get Started



4/1/2011             5
30 IDEAS IN 60 MINUTES

Idea #1
• Make an additional ask in the acknowledgement or
  thank you letter
   • Soft ask: on a giving envelope enclosed
   • Direct ask: in the actual acknowledgement letter




4/1/2011                      6
30 IDEAS IN 60 MINUTES

     Idea #2
     • When a person calls, writes or otherwise
       requests an opt-out, ask to contact them just
       1 time per year
           • Change a negative into a positive
           • Include these 1 time per year constituents
             around a religious or celebratory holiday
             mailing
           • Even more donor-centric -- ask them when that
             one time a year is that they wish to be
             contacted
4/1/2011                         7
30 IDEAS IN 60 MINUTES

     Idea #3
     • Call to thank every donor
           •   If volume prevents, scale to level possible
           •   Peer-to-peer thank you calls work best
           •   Educational institution – student callers
           •   Non profit organisation – client callers,
               volunteer callers (who are donors!)




4/1/2011                             8
30 IDEAS IN 60 MINUTES

     Idea #4
     • Conduct an annual constituent survey
           • Ask the detail you need to know to fundraise in
             a smarter way
            • Age
            • Household make up
            • Employer/Position
            • Reasons for support
            • Philanthropic interests
            • Other things you would want to know
           • Track in your database to use in segmentation
4/1/2011                          9
30 IDEAS IN 60 MINUTES

     Idea #5
     • New donor welcome packages are an
       essential part of donor care




4/1/2011                      10
30 IDEAS IN 60 MINUTES

 Idea #5




 4/1/2011                11
30 IDEAS IN 60 MINUTES

 Idea #5




 4/1/2011                12
30 IDEAS IN 60 MINUTES

 Idea #5




 4/1/2011                13
30 IDEAS IN 60 MINUTES

 Idea #6
 • Inform constituents how
   funds are used/impact
   on mission
   • Take pride if your cost of
     fundraising and
     administration is below
     25%
   • Promote it!


 4/1/2011                     14
30 IDEAS IN 60 MINUTES

     Idea #7
     • Promote, Solicit and Acquire Matching Gifts
           • Track employers as relationships in individual
             record
           • Track matching detail in corporate record
           • Include matching gift information in every
             appeal
           • Include information on organisation Web site
           • Include information in every acknowledgement
             letter
           • Do not leave money on the table
4/1/2011                          15
30 IDEAS IN 60 MINUTES

     Idea #7




4/1/2011                      16
30 IDEAS IN 60 MINUTES

     Idea #7




4/1/2011                      17
30 IDEAS IN 60 MINUTES

     Idea #7




4/1/2011                      18
30 IDEAS IN 60 MINUTES

     Idea #8
     • Giving envelopes should be placed in each
       communication vehicle
           • Code each envelope
           • Compare and track envelope revenue
           • Do not publish any publication without a giving
             envelope
           • Do not miss an opportunity for someone to
             give
           • Do not leave money on the table

4/1/2011                          19
30 IDEAS IN 60 MINUTES

     Idea #8




4/1/2011                      20
30 IDEAS IN 60 MINUTES

     Idea #8




4/1/2011                      21
30 IDEAS IN 60 MINUTES

     Idea #8




4/1/2011                      22
30 IDEAS IN 60 MINUTES

     Idea #9
     • Create an organisational postage stamp with
       your postal service
           • Not an easy task to complete




4/1/2011                         23
30 IDEAS IN 60 MINUTES

 Idea #10
 • “Hand written”
   envelopes work
   • Test them
   • Bring back the past




 4/1/2011                  24
30 IDEAS IN 60 MINUTES

     Idea #11
     • Create ask strategies based on average gift
       not last gift
           • Gordon Yon gives $500 in February to the X
             Fund at organisation Y
           • Gordon gives a $25 gift in honor or memory of
             someone to Y organisation in March
           • If we base the ask on the last gift, this person
             will fall into a segment other than the one
             appropriate (average of both gifts!)

4/1/2011                           25
30 IDEAS IN 60 MINUTES

     Idea #11
     • Create ask strategies based on average gift
       not last gift
           • Ask should be the average of the person's
             giving




4/1/2011                         26
30 IDEAS IN 60 MINUTES

     Idea #12
     • Create variable ask ladders
           • Variable ask ladders help drive up the average
             gift for an appeal
           • Drive giving behavior based the order you ask
            $75
            $50
            $100
            $125
            Other

4/1/2011                          27
30 IDEAS IN 60 MINUTES

     Idea #13
     • SMS – more than just a way to communicate
       with friends
           •   Breakthrough announcements
           •   Birthday greetings
           •   Holiday greetings
           •   Thank you/recognition
           •   Event reminders/confirmation
           •   Not applicable for all audiences, i.e. major giving
               prospects


4/1/2011                               28
30 IDEAS IN 60 MINUTES

     Idea #14
     • Call high level constituents on their birthday
       and/or send a birthday card
           • Consider both channels for high level constituents




4/1/2011                            29
30 IDEAS IN 60 MINUTES

     Idea #15
     • Challenges work!
           • Ask a board member, high level donor to challenge
             donors or prospects to give to a campaign
           • The board member, high level donor will give a
             large sum of money if…
            oNew donors give to the campaign
            oCurrent donors increase giving
            oLapsed donors renew their giving




4/1/2011                           30
30 IDEAS IN 60 MINUTES

     Idea #15
     • Challenge causes increased enthusiasm,
       increased investment, and new support




4/1/2011                      31
30 IDEAS IN 60 MINUTES

     Idea #15




4/1/2011                      32
30 IDEAS IN 60 MINUTES

     Idea #16
     • Demonstrate urgency
     • Breaking news
     • Urgent alerts




4/1/2011                      33
30 IDEAS IN 60 MINUTES

     Idea #16




4/1/2011                      34
30 IDEAS IN 60 MINUTES

     Idea #17
     • How many appeals do you send per year?
       4?
     • Add an additional ask to your strategy this
       year
           • And, additional ask next year
           • And, an additional ask for the following year
           • Push the envelope as far as possible



4/1/2011                          35
30 IDEAS IN 60 MINUTES

     Idea #18
     • Remind constituents of opportunity
     to leave bequest




4/1/2011                      36
30 IDEAS IN 60 MINUTES

     Idea #19
     • Track philanthropic interests of constituent
       and tailor your communications/asks around
       those interests




4/1/2011                      37
30 IDEAS IN 60 MINUTES

     Idea #19




4/1/2011                      38
30 IDEAS IN 60 MINUTES

     Idea #20
     • Ask your employees to give
           • Goal should be 100% participation




4/1/2011                         39
30 IDEAS IN 60 MINUTES

     Idea #21
     • Keep your data clean
           • Confirm
            • Point of contact
           • Edit
            • Day to day
            • Data hygiene
           • Enhance
            • Lifestyle or behavioral indicators


4/1/2011                            40
30 IDEAS IN 60 MINUTES

     Idea #22
     • Ask smarter
           •   Segment data
           •   Cease mailing to segments that no longer work
           •   Test
           •   Save money for your organisation




4/1/2011                           41
30 IDEAS IN 60 MINUTES

     Idea #23
     • Include long lapsed in appeals strategy at
       least once per year
           • Donors who last gave 48-60+ months ago




4/1/2011                        42
30 IDEAS IN 60 MINUTES

     Idea #24
     • Track all relationships
           • Create a relationship tree
           • Track Each Relationship,
           i.e. Parents, siblings, business
           partners, golf partners, etc.
           • Six degrees of separation




4/1/2011                           43
30 IDEAS IN 60 MINUTES

     Idea #25
     • Focus on the second gift
           • Remember major donors often times give
             many gifts overtime before they commit to a
             major gift
            • According to a study from Target Analytics, more
              than 75% of $10,000+ donors gave six or more
              annual gifts before their first $10,000+ gift
            • This highlights that annual giving cultivates
              donors for even greater support in future


4/1/2011                           44
30 IDEAS IN 60 MINUTES

 Idea #26
 • Some ideas are good, but they nearly get us
   fired




 4/1/2011                45
30 IDEAS IN 60 MINUTES

 Idea #26
 • Use teaser copy on carriers/envelopes




 4/1/2011                46
30 IDEAS IN 60 MINUTES

 Idea #26
 • Use teaser copy on carriers/envelopes




 4/1/2011                47
30 IDEAS IN 60 MINUTES

 Idea #26
 • Use teaser copy on carriers/envelopes




 4/1/2011                48
30 IDEAS IN 60 MINUTES

 Idea #26
 • Use teaser copy on carriers/envelopes




 4/1/2011                49
30 IDEAS IN 60 MINUTES

 Idea #26
 • Use teaser copy on carriers/envelopes




 4/1/2011                50
30 IDEAS IN 60 MINUTES

 Idea #26
 • Use teaser copy on carriers/envelopes




 4/1/2011                51
30 IDEAS IN 60 MINUTES

 Idea #26
 • Use teaser copy on carriers/envelopes




 4/1/2011                52
30 IDEAS IN 60 MINUTES

 Idea #27
 • Refer to previous giving
   in letter
  • Prompt
  • Remind
  • Guilt




 4/1/2011                     53
30 IDEAS IN 60 MINUTES
Idea #28
• Write a hand written
  note to your donor in
  acknowledgement
 • Note will impress...
 • ...maybe even puzzle the
   donor!




4/1/2011                  54
30 IDEAS IN 60 MINUTES

     Idea #29
     • Photo Books – An easy way to document a
       donor’s journey with your organisation!
     • Do not require specialised skills nor software
       or equipment. Do not require new staffing
       resources
     • Donor Care/Stewardship




4/1/2011                      55
30 IDEAS IN 60 MINUTES

     Idea #29




4/1/2011                      56
30 IDEAS IN 60 MINUTES

     Idea #29




4/1/2011                      57
30 IDEAS IN 60 MINUTES

     Idea #30
     • Offer unique and one of a kind or behind the
       scenes opportunities to your top donors
           • Hospital – tours of operating rooms
           • Cultural institutions – previews of exhibits or
             access to collections never before seen




4/1/2011                           58
30 IDEAS IN 60 MINUTES


            THANK YOU!




4/1/2011                      59
CONTACT ME


                  Stephen Mally
                   Client Partner
                  04 3050-0524 (()
           stephen.mally@blackbaud.com.au   (7)




4/1/2011                  60

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30 ideas in 60 minutes

  • 1. 30 IDEAS IN 60 MINUTES Stephen Mally Principal Client Partner 30 Ideas in 60 Minutes 4/1/2011 1
  • 2. 30 IDEAS IN 60 MINUTES Agenda • Admissions • Goals • 30 Ideas in 60 Minutes • Questions and Answers 4/1/2011 2
  • 3. 30 IDEAS IN 60 MINUTES Admissions • Aggressive American fundraiser • Not all my ideas will make you comfortable • Some may make you uncomfortable 4/1/2011 3
  • 4. 30 IDEAS IN 60 MINUTES Goals • You walk away with 1-2 ideas • These ideas make you think of additional new ideas I did not offer you! • You twist some of these ideas to make them work for your organisation! • You talk amongst each other and brainstorm additional ideas 4/1/2011 4
  • 5. 30 IDEAS IN 60 MINUTES Let’s Get Started 4/1/2011 5
  • 6. 30 IDEAS IN 60 MINUTES Idea #1 • Make an additional ask in the acknowledgement or thank you letter • Soft ask: on a giving envelope enclosed • Direct ask: in the actual acknowledgement letter 4/1/2011 6
  • 7. 30 IDEAS IN 60 MINUTES Idea #2 • When a person calls, writes or otherwise requests an opt-out, ask to contact them just 1 time per year • Change a negative into a positive • Include these 1 time per year constituents around a religious or celebratory holiday mailing • Even more donor-centric -- ask them when that one time a year is that they wish to be contacted 4/1/2011 7
  • 8. 30 IDEAS IN 60 MINUTES Idea #3 • Call to thank every donor • If volume prevents, scale to level possible • Peer-to-peer thank you calls work best • Educational institution – student callers • Non profit organisation – client callers, volunteer callers (who are donors!) 4/1/2011 8
  • 9. 30 IDEAS IN 60 MINUTES Idea #4 • Conduct an annual constituent survey • Ask the detail you need to know to fundraise in a smarter way • Age • Household make up • Employer/Position • Reasons for support • Philanthropic interests • Other things you would want to know • Track in your database to use in segmentation 4/1/2011 9
  • 10. 30 IDEAS IN 60 MINUTES Idea #5 • New donor welcome packages are an essential part of donor care 4/1/2011 10
  • 11. 30 IDEAS IN 60 MINUTES Idea #5 4/1/2011 11
  • 12. 30 IDEAS IN 60 MINUTES Idea #5 4/1/2011 12
  • 13. 30 IDEAS IN 60 MINUTES Idea #5 4/1/2011 13
  • 14. 30 IDEAS IN 60 MINUTES Idea #6 • Inform constituents how funds are used/impact on mission • Take pride if your cost of fundraising and administration is below 25% • Promote it! 4/1/2011 14
  • 15. 30 IDEAS IN 60 MINUTES Idea #7 • Promote, Solicit and Acquire Matching Gifts • Track employers as relationships in individual record • Track matching detail in corporate record • Include matching gift information in every appeal • Include information on organisation Web site • Include information in every acknowledgement letter • Do not leave money on the table 4/1/2011 15
  • 16. 30 IDEAS IN 60 MINUTES Idea #7 4/1/2011 16
  • 17. 30 IDEAS IN 60 MINUTES Idea #7 4/1/2011 17
  • 18. 30 IDEAS IN 60 MINUTES Idea #7 4/1/2011 18
  • 19. 30 IDEAS IN 60 MINUTES Idea #8 • Giving envelopes should be placed in each communication vehicle • Code each envelope • Compare and track envelope revenue • Do not publish any publication without a giving envelope • Do not miss an opportunity for someone to give • Do not leave money on the table 4/1/2011 19
  • 20. 30 IDEAS IN 60 MINUTES Idea #8 4/1/2011 20
  • 21. 30 IDEAS IN 60 MINUTES Idea #8 4/1/2011 21
  • 22. 30 IDEAS IN 60 MINUTES Idea #8 4/1/2011 22
  • 23. 30 IDEAS IN 60 MINUTES Idea #9 • Create an organisational postage stamp with your postal service • Not an easy task to complete 4/1/2011 23
  • 24. 30 IDEAS IN 60 MINUTES Idea #10 • “Hand written” envelopes work • Test them • Bring back the past 4/1/2011 24
  • 25. 30 IDEAS IN 60 MINUTES Idea #11 • Create ask strategies based on average gift not last gift • Gordon Yon gives $500 in February to the X Fund at organisation Y • Gordon gives a $25 gift in honor or memory of someone to Y organisation in March • If we base the ask on the last gift, this person will fall into a segment other than the one appropriate (average of both gifts!) 4/1/2011 25
  • 26. 30 IDEAS IN 60 MINUTES Idea #11 • Create ask strategies based on average gift not last gift • Ask should be the average of the person's giving 4/1/2011 26
  • 27. 30 IDEAS IN 60 MINUTES Idea #12 • Create variable ask ladders • Variable ask ladders help drive up the average gift for an appeal • Drive giving behavior based the order you ask $75 $50 $100 $125 Other 4/1/2011 27
  • 28. 30 IDEAS IN 60 MINUTES Idea #13 • SMS – more than just a way to communicate with friends • Breakthrough announcements • Birthday greetings • Holiday greetings • Thank you/recognition • Event reminders/confirmation • Not applicable for all audiences, i.e. major giving prospects 4/1/2011 28
  • 29. 30 IDEAS IN 60 MINUTES Idea #14 • Call high level constituents on their birthday and/or send a birthday card • Consider both channels for high level constituents 4/1/2011 29
  • 30. 30 IDEAS IN 60 MINUTES Idea #15 • Challenges work! • Ask a board member, high level donor to challenge donors or prospects to give to a campaign • The board member, high level donor will give a large sum of money if… oNew donors give to the campaign oCurrent donors increase giving oLapsed donors renew their giving 4/1/2011 30
  • 31. 30 IDEAS IN 60 MINUTES Idea #15 • Challenge causes increased enthusiasm, increased investment, and new support 4/1/2011 31
  • 32. 30 IDEAS IN 60 MINUTES Idea #15 4/1/2011 32
  • 33. 30 IDEAS IN 60 MINUTES Idea #16 • Demonstrate urgency • Breaking news • Urgent alerts 4/1/2011 33
  • 34. 30 IDEAS IN 60 MINUTES Idea #16 4/1/2011 34
  • 35. 30 IDEAS IN 60 MINUTES Idea #17 • How many appeals do you send per year? 4? • Add an additional ask to your strategy this year • And, additional ask next year • And, an additional ask for the following year • Push the envelope as far as possible 4/1/2011 35
  • 36. 30 IDEAS IN 60 MINUTES Idea #18 • Remind constituents of opportunity to leave bequest 4/1/2011 36
  • 37. 30 IDEAS IN 60 MINUTES Idea #19 • Track philanthropic interests of constituent and tailor your communications/asks around those interests 4/1/2011 37
  • 38. 30 IDEAS IN 60 MINUTES Idea #19 4/1/2011 38
  • 39. 30 IDEAS IN 60 MINUTES Idea #20 • Ask your employees to give • Goal should be 100% participation 4/1/2011 39
  • 40. 30 IDEAS IN 60 MINUTES Idea #21 • Keep your data clean • Confirm • Point of contact • Edit • Day to day • Data hygiene • Enhance • Lifestyle or behavioral indicators 4/1/2011 40
  • 41. 30 IDEAS IN 60 MINUTES Idea #22 • Ask smarter • Segment data • Cease mailing to segments that no longer work • Test • Save money for your organisation 4/1/2011 41
  • 42. 30 IDEAS IN 60 MINUTES Idea #23 • Include long lapsed in appeals strategy at least once per year • Donors who last gave 48-60+ months ago 4/1/2011 42
  • 43. 30 IDEAS IN 60 MINUTES Idea #24 • Track all relationships • Create a relationship tree • Track Each Relationship, i.e. Parents, siblings, business partners, golf partners, etc. • Six degrees of separation 4/1/2011 43
  • 44. 30 IDEAS IN 60 MINUTES Idea #25 • Focus on the second gift • Remember major donors often times give many gifts overtime before they commit to a major gift • According to a study from Target Analytics, more than 75% of $10,000+ donors gave six or more annual gifts before their first $10,000+ gift • This highlights that annual giving cultivates donors for even greater support in future 4/1/2011 44
  • 45. 30 IDEAS IN 60 MINUTES Idea #26 • Some ideas are good, but they nearly get us fired 4/1/2011 45
  • 46. 30 IDEAS IN 60 MINUTES Idea #26 • Use teaser copy on carriers/envelopes 4/1/2011 46
  • 47. 30 IDEAS IN 60 MINUTES Idea #26 • Use teaser copy on carriers/envelopes 4/1/2011 47
  • 48. 30 IDEAS IN 60 MINUTES Idea #26 • Use teaser copy on carriers/envelopes 4/1/2011 48
  • 49. 30 IDEAS IN 60 MINUTES Idea #26 • Use teaser copy on carriers/envelopes 4/1/2011 49
  • 50. 30 IDEAS IN 60 MINUTES Idea #26 • Use teaser copy on carriers/envelopes 4/1/2011 50
  • 51. 30 IDEAS IN 60 MINUTES Idea #26 • Use teaser copy on carriers/envelopes 4/1/2011 51
  • 52. 30 IDEAS IN 60 MINUTES Idea #26 • Use teaser copy on carriers/envelopes 4/1/2011 52
  • 53. 30 IDEAS IN 60 MINUTES Idea #27 • Refer to previous giving in letter • Prompt • Remind • Guilt 4/1/2011 53
  • 54. 30 IDEAS IN 60 MINUTES Idea #28 • Write a hand written note to your donor in acknowledgement • Note will impress... • ...maybe even puzzle the donor! 4/1/2011 54
  • 55. 30 IDEAS IN 60 MINUTES Idea #29 • Photo Books – An easy way to document a donor’s journey with your organisation! • Do not require specialised skills nor software or equipment. Do not require new staffing resources • Donor Care/Stewardship 4/1/2011 55
  • 56. 30 IDEAS IN 60 MINUTES Idea #29 4/1/2011 56
  • 57. 30 IDEAS IN 60 MINUTES Idea #29 4/1/2011 57
  • 58. 30 IDEAS IN 60 MINUTES Idea #30 • Offer unique and one of a kind or behind the scenes opportunities to your top donors • Hospital – tours of operating rooms • Cultural institutions – previews of exhibits or access to collections never before seen 4/1/2011 58
  • 59. 30 IDEAS IN 60 MINUTES THANK YOU! 4/1/2011 59
  • 60. CONTACT ME Stephen Mally Client Partner 04 3050-0524 (() stephen.mally@blackbaud.com.au (7) 4/1/2011 60