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GIVING TRENDS & THE “ART OF THE ASK”


Amy Kellinger
Senior Marketing Manager




                           1
CURRENT STATE OF FUNDRAISING -
     DISCONNECTED CONSTITUENT EXPERIENCES

                                                                         Signs and
                                           Donated                       forwards
Participated
                                          $20,000 to
in “Help the                                                               75% of
                            Attended 2    your cause
   Cause”                                                                   your
                              of your       over 5                        petitions
  campaign
                              special       years
                            events last
                               year                      Volunteered               Donated
               Referred                                at 5K run event              $50 to
               10 friends                                2 years ago              your email
                to your                                                           campaign
                 cause




                                           2
THE SUPPORTER SHIFT




            3
DONORS’ PREFERRED CHANNEL
(TO RECEIVE INFORMATION FROM YOU)




                                   prefer email

                                   prefer another
                                   channel



                      Source: The Cygnus Donor Survey 2011


                  4
% OF ADULTS WHO OWN EACH GADGET




                5
Source: Morgan Stanley http://www.slideshare.net/CMSummit/ms-internet-trends060710final

                        6
SOCIAL MEDIA INFLUENCE

                  Average Facebook user has 130 friends
                  700 billion: number of minutes spent on
                            Facebook per month


                 Average Twitter account has 70 followers



More than   50% of the world’s population is under 30 and
            have never experienced life without the Internet.


                                     7
DON’T CONFUSE COMMUNICATION
CHANNEL WITH GIVING CHANNEL




              8
PREFERRED GIVING CHANNEL
                                                                      Communication
                                                                        Preferences
  Giving
Preferences




                                                                 direct mail
                                                                 other offline
                                                                 email



        Source: 2011 donorCentrics Internet & Multichannel Giving Benchmarking Report
                                     9
Source: Blackbaud Multi-Channel Giving Infographic
http://www.netwitsthinktank.com/online-fundraising/achieving-better-fundraising-results.htm#


                                                             10
Source: Blackbaud Multi-Channel Giving Infographic
http://www.netwitsthinktank.com/online-fundraising/achieving-better-fundraising-results.htm#


                                                             11
Source: Blackbaud Multi-Channel Giving Infographic
http://www.netwitsthinktank.com/online-fundraising/achieving-better-fundraising-results.htm#


                                                             12
Source: Blackbaud Multi-Channel Giving Infographic              13
http://www.netwitsthinktank.com/online-fundraising/achieving-better-fundraising-results.htm#
OVERALL ONLINE GIVING TRENDS – BY ORG SIZE




       • Online giving experienced growth for most organizations of all sizes

Source: Blackbaud 2011 Online Giving Report
https://www.blackbaud.com/onlinefundraising
                                              14
OVERALL ONLINE GIVING TRENDS – BY VERTICAL




• International Affairs organizations had a significant drop in online giving
• Higher Education institutions are shown in the report for the first time

                                          15
OVERALL ONLINE GIVING TRENDS




• 35% of online giving happens in the final three months of the year
• 20% happens in December

                                        16
OVERALL ONLINE GIVING TRENDS




• Healthcare organizations have more distributed online giving
• Higher Education has a fiscal year and calendar year bump in online giving



                                        17
DID YOU KNOW…




• 87% of nonprofits had at least one online gift of $1,000 or more
• The median online gift of $1,000 or more was $1,200
• Largest online gift in 2010 was $100,000. In 2011.. $260,000

                                         18
ONLINE GIVING BENCHMARKING – BY ORG SIZE




• 6.3% of total fundraising now comes from online giving
• Drop from 2010 because of less disaster relief online giving in 2011

                                         19
ONLINE GIVING BENCHMARKING – BY VERTICAL




• Healthcare organizations raise the largest percentage from online
• Education institutions lag the rest of the nonprofit sector

                                        20
MAKE IT EASY AND FULFILLING FOR
NEW DONORS TO GIVE ONLINE




               21
22
PEER-TO-PEER FUNDRAISING




Source: Blackbaud Social Giving Infographic
http://www.netwitsthinktank.com/friends-asking-friends/the-power-of-social-fundraising-and-friends-asking-friends-infographic.htm#

                                                                       23
http://www.blackbaud.com/bb/faf/essentials.aspx   25
PROVIDE MULTIPLE CHANNELS FOR
HIGHEST LIFETIME VALUE




              26
Source: Blackbaud Multi-Channel Giving Infographic              27
http://www.netwitsthinktank.com/online-fundraising/achieving-better-fundraising-results.htm#
28
WHAT DOES MULTICHANNEL LOOK
LIKE?




              29
WHAT DOES MULTICHANNEL LOOK LIKE?


• Online appeals                    offline donors

• Mail appeals                online donors and prospects

• Everyone with an email address gets:
   Action alerts
   Event invitations
   Monthly e-newsletter
   Other informational updates and cultivation messages



                             30
WHAT ARE WE DOING?




                31
WHAT DOES MULTICHANNEL LOOK LIKE?


• Direct mail bulletins
• Monthly e-newsletters
• Shared information via Facebook and
  Twitter, driving traffic back to the main website
• Updated content on the main website frequently
  with stats, videos, blogs



                         32
33
THE IMPACT OF MULTICHANNEL ON DONOR
RETENTION
• Almost 15% of HOPE worldwide’s new online donors made
  a second gift in 2010
• Donor value increases each year a donor remains loyal

$200

$150

$100

$50

  $0
       New Online   Reactivated         2 Years              3/4 Years             5+ Years
         Donor
                Average value of online donor for each year on file
                                  Source: Internet Giving Collaborative Benchmark Report donorCentrics™

                                       34
• Coordinated asks across multiple channels
• Easy ways to give via direct mail or online, with
  check, credit card, or EFT
• Updated content on the main website frequently
  with stats, videos, blogs
• Ads and messaging give donors the sense of
  inclusion, recognition, and insider access


                         35
36
37
38
CURRENT STATE OF FUNDRAISING -
     DISCONNECTED CONSTITUENT EXPERIENCES

                                                                         Signs and
                                           Donated                       forwards
Participated
                                          $20,000 to
in “Help the                                                               75% of
                            Attended 2    your cause
   Cause”                                                                   your
                              of your       over 5                        petitions
  campaign
                              special       years
                            events last
                               year                      Volunteered               Donated
               Referred                                at 5K run event              $50 to
               10 friends                                2 years ago              your email
                to your                                                           campaign
                 cause




                                           39
Connecting experiencesUNIFIED VIEW unified
THE SUPPORTER JOURNEY | A provides a
view
                         Donated
                       $20K to your
                       cause over 5 Signs and
                          years     forwards your
              Volunteered              petitions
            at 5K run event
               2 years ago                   Donated
                                           $50 to your
                                               email
            Participated                    campaign
            in “Help the                   Referred
               Cause”                     10 friends
              campaign                      to your
                         Attended 2 of
                          your special       cause
                           events last
                              year




                             40
SUCCEEDING THROUGH THE SUPPORTER
SHIFT
We must redefine how we engage supporters




                            41
SUCCEEDING THROUGH THE SUPPORTER
SHIFT
We must redefine how we engage supporters

We must connect supporters with one another and with us




                             42
SUCCEEDING THROUGH THE SUPPORTER
SHIFT
We must redefine how we engage supporters

We must connect supporters with one another and with us

We must focus on what makes the supporter care about us first




                              43
SUCCEEDING THROUGH THE SUPPORTER
SHIFT
We are redefining how we engage supporters

We are connecting supporters with one another and with us

We must focus on what makes the supporter care about us first

We must leverage fundraising as an integral part of engagement




                              44
SUCCEEDING THROUGH THE SUPPORTER
SHIFT
We must redefine how we engage supporters

We must connect supporters with one another and with us

We must focus on what makes the supporter care about us first

We must leverage fundraising as an integral part of engagement

We must embrace that communication is many-way




                              45
SUCCEEDING THROUGH THE SUPPORTER
SHIFT
We are redefining how we engage supporters


We must connect supporters with one another and with us


We must focus on what makes the supporter care about us first


We must leverage fundraising as an integral part of engagement

We must embrace that communication is many-way




                              46
SUCCEEDING THROUGH THE SUPPORTER
SHIFT
We are redefining how we engage supporters


We must connect supporters with one another and with us


We must focus on what makes the supporter care about us first


We must leverage fundraising as an integral part of engagement


We must embrace that communication is many-way

We must identify tools and processes that make it look easy to
the outside

                               47
Analyze and     Segment and             Engage and     Appreciate and
  Identify         Target                cultivate        Retain
                      Measure and Manage




                     Supporter Management
              Segmentation and         Multi-channel   Constituent
 Analytics
              Modeling Services         Marketing      Management



                                  48
1. IDENTIFY YOUR BEST PROSPECTS

  Analyze and
    Identify




                 • Wealth Screening
                 • Likelihood to Give
                 • Research and Analytics



   Analytics



                     49
2. TARGET THOSE MOST LIKELY TO GIVE
            Segment and
               Target




                                   • Data Accuracy
                                   • Custom Modeling
                                   • Segmentation Services


          Segmentation and
          Modeling Services


                              50
Mobile

3. REACH THEM ON THEIR TERMS                            Social

                                                      Advocacy
                                  Engage and
                                                  Online Community
                                   cultivate
                                                    Online Giving

                                                        Email
• Major and Planned Giving
                                                         Web

 On-line and Off-line                                 Direct Mail

• Peer to Peer and FAF                               Peer to Peer

                                                     Face to Face

                                                      Telephone
                                  Multi-channel
                                                       Events
                                   Marketing
                                                  Direct Response TV

                             51
4. RETAIN FROM ENGAGEMENT TO GIVING AND
BEYOND
                                 Appreciate and
                                    Retain




 • True Constituent Management
 • Supporter Stewardship
 • Personalized Communications


                                  Constituent
                                  Management


                           52
5. COMMUNICATE IMPACT


                    Measure and Manage


 • Peer to Peer Benchmarking
 • Program and Mission Delivery
 • Financial Management

                   Supporter Management




                            53
QUESTIONS




            54

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Giving Trends and The Art of The Ask

  • 1. GIVING TRENDS & THE “ART OF THE ASK” Amy Kellinger Senior Marketing Manager 1
  • 2. CURRENT STATE OF FUNDRAISING - DISCONNECTED CONSTITUENT EXPERIENCES Signs and Donated forwards Participated $20,000 to in “Help the 75% of Attended 2 your cause Cause” your of your over 5 petitions campaign special years events last year Volunteered Donated Referred at 5K run event $50 to 10 friends 2 years ago your email to your campaign cause 2
  • 4. DONORS’ PREFERRED CHANNEL (TO RECEIVE INFORMATION FROM YOU) prefer email prefer another channel Source: The Cygnus Donor Survey 2011 4
  • 5. % OF ADULTS WHO OWN EACH GADGET 5
  • 6. Source: Morgan Stanley http://www.slideshare.net/CMSummit/ms-internet-trends060710final 6
  • 7. SOCIAL MEDIA INFLUENCE Average Facebook user has 130 friends 700 billion: number of minutes spent on Facebook per month Average Twitter account has 70 followers More than 50% of the world’s population is under 30 and have never experienced life without the Internet. 7
  • 9. PREFERRED GIVING CHANNEL Communication Preferences Giving Preferences direct mail other offline email Source: 2011 donorCentrics Internet & Multichannel Giving Benchmarking Report 9
  • 10. Source: Blackbaud Multi-Channel Giving Infographic http://www.netwitsthinktank.com/online-fundraising/achieving-better-fundraising-results.htm# 10
  • 11. Source: Blackbaud Multi-Channel Giving Infographic http://www.netwitsthinktank.com/online-fundraising/achieving-better-fundraising-results.htm# 11
  • 12. Source: Blackbaud Multi-Channel Giving Infographic http://www.netwitsthinktank.com/online-fundraising/achieving-better-fundraising-results.htm# 12
  • 13. Source: Blackbaud Multi-Channel Giving Infographic 13 http://www.netwitsthinktank.com/online-fundraising/achieving-better-fundraising-results.htm#
  • 14. OVERALL ONLINE GIVING TRENDS – BY ORG SIZE • Online giving experienced growth for most organizations of all sizes Source: Blackbaud 2011 Online Giving Report https://www.blackbaud.com/onlinefundraising 14
  • 15. OVERALL ONLINE GIVING TRENDS – BY VERTICAL • International Affairs organizations had a significant drop in online giving • Higher Education institutions are shown in the report for the first time 15
  • 16. OVERALL ONLINE GIVING TRENDS • 35% of online giving happens in the final three months of the year • 20% happens in December 16
  • 17. OVERALL ONLINE GIVING TRENDS • Healthcare organizations have more distributed online giving • Higher Education has a fiscal year and calendar year bump in online giving 17
  • 18. DID YOU KNOW… • 87% of nonprofits had at least one online gift of $1,000 or more • The median online gift of $1,000 or more was $1,200 • Largest online gift in 2010 was $100,000. In 2011.. $260,000 18
  • 19. ONLINE GIVING BENCHMARKING – BY ORG SIZE • 6.3% of total fundraising now comes from online giving • Drop from 2010 because of less disaster relief online giving in 2011 19
  • 20. ONLINE GIVING BENCHMARKING – BY VERTICAL • Healthcare organizations raise the largest percentage from online • Education institutions lag the rest of the nonprofit sector 20
  • 21. MAKE IT EASY AND FULFILLING FOR NEW DONORS TO GIVE ONLINE 21
  • 22. 22
  • 23. PEER-TO-PEER FUNDRAISING Source: Blackbaud Social Giving Infographic http://www.netwitsthinktank.com/friends-asking-friends/the-power-of-social-fundraising-and-friends-asking-friends-infographic.htm# 23
  • 24.
  • 26. PROVIDE MULTIPLE CHANNELS FOR HIGHEST LIFETIME VALUE 26
  • 27. Source: Blackbaud Multi-Channel Giving Infographic 27 http://www.netwitsthinktank.com/online-fundraising/achieving-better-fundraising-results.htm#
  • 28. 28
  • 29. WHAT DOES MULTICHANNEL LOOK LIKE? 29
  • 30. WHAT DOES MULTICHANNEL LOOK LIKE? • Online appeals offline donors • Mail appeals online donors and prospects • Everyone with an email address gets: Action alerts Event invitations Monthly e-newsletter Other informational updates and cultivation messages 30
  • 31. WHAT ARE WE DOING? 31
  • 32. WHAT DOES MULTICHANNEL LOOK LIKE? • Direct mail bulletins • Monthly e-newsletters • Shared information via Facebook and Twitter, driving traffic back to the main website • Updated content on the main website frequently with stats, videos, blogs 32
  • 33. 33
  • 34. THE IMPACT OF MULTICHANNEL ON DONOR RETENTION • Almost 15% of HOPE worldwide’s new online donors made a second gift in 2010 • Donor value increases each year a donor remains loyal $200 $150 $100 $50 $0 New Online Reactivated 2 Years 3/4 Years 5+ Years Donor Average value of online donor for each year on file Source: Internet Giving Collaborative Benchmark Report donorCentrics™ 34
  • 35. • Coordinated asks across multiple channels • Easy ways to give via direct mail or online, with check, credit card, or EFT • Updated content on the main website frequently with stats, videos, blogs • Ads and messaging give donors the sense of inclusion, recognition, and insider access 35
  • 36. 36
  • 37. 37
  • 38. 38
  • 39. CURRENT STATE OF FUNDRAISING - DISCONNECTED CONSTITUENT EXPERIENCES Signs and Donated forwards Participated $20,000 to in “Help the 75% of Attended 2 your cause Cause” your of your over 5 petitions campaign special years events last year Volunteered Donated Referred at 5K run event $50 to 10 friends 2 years ago your email to your campaign cause 39
  • 40. Connecting experiencesUNIFIED VIEW unified THE SUPPORTER JOURNEY | A provides a view Donated $20K to your cause over 5 Signs and years forwards your Volunteered petitions at 5K run event 2 years ago Donated $50 to your email Participated campaign in “Help the Referred Cause” 10 friends campaign to your Attended 2 of your special cause events last year 40
  • 41. SUCCEEDING THROUGH THE SUPPORTER SHIFT We must redefine how we engage supporters 41
  • 42. SUCCEEDING THROUGH THE SUPPORTER SHIFT We must redefine how we engage supporters We must connect supporters with one another and with us 42
  • 43. SUCCEEDING THROUGH THE SUPPORTER SHIFT We must redefine how we engage supporters We must connect supporters with one another and with us We must focus on what makes the supporter care about us first 43
  • 44. SUCCEEDING THROUGH THE SUPPORTER SHIFT We are redefining how we engage supporters We are connecting supporters with one another and with us We must focus on what makes the supporter care about us first We must leverage fundraising as an integral part of engagement 44
  • 45. SUCCEEDING THROUGH THE SUPPORTER SHIFT We must redefine how we engage supporters We must connect supporters with one another and with us We must focus on what makes the supporter care about us first We must leverage fundraising as an integral part of engagement We must embrace that communication is many-way 45
  • 46. SUCCEEDING THROUGH THE SUPPORTER SHIFT We are redefining how we engage supporters We must connect supporters with one another and with us We must focus on what makes the supporter care about us first We must leverage fundraising as an integral part of engagement We must embrace that communication is many-way 46
  • 47. SUCCEEDING THROUGH THE SUPPORTER SHIFT We are redefining how we engage supporters We must connect supporters with one another and with us We must focus on what makes the supporter care about us first We must leverage fundraising as an integral part of engagement We must embrace that communication is many-way We must identify tools and processes that make it look easy to the outside 47
  • 48. Analyze and Segment and Engage and Appreciate and Identify Target cultivate Retain Measure and Manage Supporter Management Segmentation and Multi-channel Constituent Analytics Modeling Services Marketing Management 48
  • 49. 1. IDENTIFY YOUR BEST PROSPECTS Analyze and Identify • Wealth Screening • Likelihood to Give • Research and Analytics Analytics 49
  • 50. 2. TARGET THOSE MOST LIKELY TO GIVE Segment and Target • Data Accuracy • Custom Modeling • Segmentation Services Segmentation and Modeling Services 50
  • 51. Mobile 3. REACH THEM ON THEIR TERMS Social Advocacy Engage and Online Community cultivate Online Giving Email • Major and Planned Giving Web On-line and Off-line Direct Mail • Peer to Peer and FAF Peer to Peer Face to Face Telephone Multi-channel Events Marketing Direct Response TV 51
  • 52. 4. RETAIN FROM ENGAGEMENT TO GIVING AND BEYOND Appreciate and Retain • True Constituent Management • Supporter Stewardship • Personalized Communications Constituent Management 52
  • 53. 5. COMMUNICATE IMPACT Measure and Manage • Peer to Peer Benchmarking • Program and Mission Delivery • Financial Management Supporter Management 53
  • 54. QUESTIONS 54

Editor's Notes

  1. TITLE SLIDE.
  2. Moving from a fundraising journey to a constituent journeyADD BUBBLES FOR VOLUNTEER, ADVOCATERetailEvents – participantsvolunteers (mentor, coaches, workers,), advocates (does not do anything, but writes to the congressman)Giving – major gifts, direct, online
  3. Source:   The 2011 Online Giving Reportwww.blackbaud.com/onlinefundraising
  4. 1.5 Million raised through Facebook and Twitter last yearGive supporters simple to use online fundraising toolsMake it simple for supporters to leverage their networks (and track the success)Show impactFocus attention on primary call to action – making a donationSupporting main call to action with key statistics to influence visitors decisionSimple fundraising progress barSocial sharing powered by ShareThisFacebook comments included to drive interaction and return visits
  5. Now I’m going to talk a little about how we’re communicating with our supporters:So, if you’re an offline donor to UCS you receive (max) about 16 snail mail appeals a year from us (mix of renewals, special appeals, and pitches to join monthly giving.)And you’ll get about two phone calls.If you’re an offline donors to UCS and you’ve given us your email address, you’ll ALSO receive (max) 17 email appeals from us throughout the year. Again, mix of renewals, special appeals, and pitches to join monthly giving.If you’re an online activists who has never made a donation to us before, you’ll receive 20 email appeals (7 series) ANDif you joined recently, you’ll receive 4-5 snail mail appeals.We pull a list of the 10,000 most recently joined non-donors from our email list and put them in direct mail prospecting.Everyone we have an email address for also gets cultivation emails—monthly e-newsletter, action alerts, etc. If you are a donor those emails may be different than if you are a non-donor. For instance donors get event invitations to special donor events.
  6. For a number of years, we’ve been integrating the topics and timing of some of our online and offline appeals and cultivation message. Not all of them, but a lot of them.We’ve sent emails like this one alerting people to an appeal they’re about to receive in the mail. (24% open rate, 0.06% response rate)We’ve coordinated topics for both appeals to prospects and appeals to donors—so the mailing and email will be on the same topic and will be timed to hit people around the same time and have the same deadlines. We send all donor event invitations via email and mailWe offer donors an email version of our two member publications if they don’t want it by mail.
  7. In our 2011 online giving report which we’ll publish next week, International Relief sector online giving was down 55% over 2010.
  8. Moving from a fundraising journey to a constituent journeyADD BUBBLES FOR VOLUNTEER, ADVOCATERetailEvents – participantsvolunteers (mentor, coaches, workers,), advocates (does not do anything, but writes to the congressman)Giving – major gifts, direct, online
  9. Moving from a fundraising journey to a constituent journeyADD BUBBLES FOR VOLUNTEER, ADVOCATERetailEvents – participantsvolunteers (mentor, coaches, workers,), advocates (does not do anything, but writes to the congressman)Giving – major gifts, direct, online