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Multichannel Fundraising
            How Dom does it!
Introductions
Amy Kaczmarek
Director of Annual Giving Programs

Joanne Eberwein
Assistant Director of Annual Giving Programs
5-Step Approach to Annual Appeals

1. Identify audience (market)

2. Segment lists

3. Test something – ANYTHING!

4. Strengthen Marketing Mix

5. Measure results
Multichannel FY11 – What inspired you?

Main channels
• Direct Mail
• Phonathon
• Email
• Web
• Other publications

Up and coming channels
• Social media
• Mobile
• Text to give
Multichannel – Direct Mail FY11

•   Fall, Spring, June clean-up
•   Length
•   Style
•   Signatory
•   Packaging / envelope
•   Reply mechanism
Testing

    Letter
             Brochure
Multichannel – Phonathon FY11

•   Calling weeks, days & hours
•   Number of callers
•   Segmentation, special segments
•   Pledge cards, thank you notes
•   Unspecifieds & Refusals
•   Special calling
    –   Homecoming
    –   Year-end (messages)
    –   Events
    –   Stewardship/Thank-a-thon
Multichannel – E-mail FY11

• November stewardship
• Year-end, fiscal year-end
  solicitations
• From/Subject lines
• Length
• Style
Multichannel – Other channels

• Magazine ad, envelope
• Online giving – upgrade in
  process
• Social media – not yet
• Mobile – not yet
Multichannel FY12

1. Audience – same
2. Segmentation – same
3. Test – new online
   system & designations
4. Marketing Mix –
   better timing,
   channels, web, &
   email communications
Direct Mail FY12

• Fall, Spring,
  June challenge
• Length
• Style
• Signatory
• Packaging / envelope   Gen X & Y &
                         Boomer
• Reply mechanism         Mature
Phonathon FY12

• Calling weeks, days &
  hours
• Number of callers
• Segmentation, special
  segments
• Pledge cards, thank you
  notes
• Unspecifieds & Refusals
• Special calling
   –   Homecoming
   –   Year-end (messages)
   –   Events
   –   Stewardship/Thank-a-
       thon
Email FY12

• November stewardship
• Year-end, fiscal year-end
  solicitations
• From/Subject lines
• Length
• Style
Web FY12

• New website
• Upgraded giving page
Results – Direct Mail


   Solicited         Amount                 Response %         Donors     Avrg/Donor

 FY11    FY12    FY11            FY12      FY11    FY12     FY11   FY12   FY11   FY12
44,088 59,505 $200,196.50 $238,365.64 2.07%        2.24%    914    1335 $219.03 $178.55



Undergraduate           Letter          Brochure   Phonathon
Response Rate           2.09%           1.94%      44%
Average Gift            $78.78          $64.58     $57.63
Results – Phonathon

      PHONATHON           FY11 Total   FY12 Total   FY13 to date
Total Pledged Dollars      182,000      $84,872       82,570
Pledged Participation        42%          36%          34%
Specified Pledges           1791         1196          1009
Contacts                    4285         3,287         2990
Completed Calls             4723         3992          3320
Unspecified                 1088          864           605
Refusal                     1377         1227          1376
Pledge Fulfillment           84%          83%          65%
Pledge Amount Fulfilled      83%          82%          64%
Results – Online Giving

                 FY12                    FY11                    FY10                  FY09
 Month   Gifts      Amount       Gifts      Amount       Gifts      Amount     Gifts     Amount
  Jan     7         $436.11       10        $475.00       5         $240.00     4        $350.00
  Feb     1         $100.00       8         $717.00       2         $700.00     9        $392.00
 Mar      20        $775.36       15        $2,247.00      7       $1,412.00    9        $585.00
 Apr                              29        $1,856.21     29       $1,295.70    12       $567.18
 May     186       $20,030.00     15        $2,350.22     20       $4,677.00    13      $1,122.18
 Jun                              38        $8,055.00     54       $9,750.00    44      $12,544.00
 Jul      4         $417.33        7        $1,100.00      2        $650.00      -           -
  Aug     1             $50.00    1             $20.00    3         $227.00     2         $35.00
  Sep     1             $25.00    5         $5,220.00     3        $5,200.00    1        $100.00
  Oct     8         $533.33       14        $735.00       6         $767.00     13       $777.00
  Nov     17        $2,465.33     19        $2,525.00     26       $3,620.00    15       $1,275.00

  Dec     64       $23,528.33     71       $14,180.00     54      $15,805.08    33       $9,766.00

         309       $48,360.36    232       $39,480.43    211      $44,343.78   155      $27,513.36
This Year (FY13) – The Fund for Dominican
Special Segments – Alumni Couples

• Small segment
• Emphasis on
  participation
• Mailing
• Phone call
• Email
• Facebook paired with
  Alumni photo contest
                                  Average     No.
   Amount Received   No. Donors                         % Donated
                                    Gift    Solicited
      $1,225.00         16        $76.56    622/311        5%
Special Segments – Giving Anniversary

• Started in January
  2013
• Short anniversary
  letter
• Phone call
• Email


  Amount
             No. Donors   Average Gift   No. Solicited   % Donated
  Received
 $4,025.00      48          $83.85           260           18.5%
What’s Next for FY14?

•   Student stories for Boomers & Matures
•   Donor testimonials mostly for Gen X, Y
•   More special segments – Study Abroad
•   More stewardship
    – Letter from Deans in summer
    – Fall thank you video (not just e-card)
    – Stewardship emails
• Automated phonathon*, better supports special
  segments
• More FUN!

* We pray!
Q&A
Contact us:

Amy Kaczmarek
akaczmarek@dom.edu
(708)524-6298

Joanne Eberwein
jeberwein@dom.edu
(708)524-6309
Thank you!

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Multichannel fundraising how dom does it - aci presentation 2013 for slideshare

  • 1. Multichannel Fundraising How Dom does it!
  • 2. Introductions Amy Kaczmarek Director of Annual Giving Programs Joanne Eberwein Assistant Director of Annual Giving Programs
  • 3. 5-Step Approach to Annual Appeals 1. Identify audience (market) 2. Segment lists 3. Test something – ANYTHING! 4. Strengthen Marketing Mix 5. Measure results
  • 4. Multichannel FY11 – What inspired you? Main channels • Direct Mail • Phonathon • Email • Web • Other publications Up and coming channels • Social media • Mobile • Text to give
  • 5. Multichannel – Direct Mail FY11 • Fall, Spring, June clean-up • Length • Style • Signatory • Packaging / envelope • Reply mechanism
  • 6. Testing Letter Brochure
  • 7.
  • 8. Multichannel – Phonathon FY11 • Calling weeks, days & hours • Number of callers • Segmentation, special segments • Pledge cards, thank you notes • Unspecifieds & Refusals • Special calling – Homecoming – Year-end (messages) – Events – Stewardship/Thank-a-thon
  • 9. Multichannel – E-mail FY11 • November stewardship • Year-end, fiscal year-end solicitations • From/Subject lines • Length • Style
  • 10. Multichannel – Other channels • Magazine ad, envelope • Online giving – upgrade in process • Social media – not yet • Mobile – not yet
  • 11. Multichannel FY12 1. Audience – same 2. Segmentation – same 3. Test – new online system & designations 4. Marketing Mix – better timing, channels, web, & email communications
  • 12. Direct Mail FY12 • Fall, Spring, June challenge • Length • Style • Signatory • Packaging / envelope Gen X & Y & Boomer • Reply mechanism Mature
  • 13. Phonathon FY12 • Calling weeks, days & hours • Number of callers • Segmentation, special segments • Pledge cards, thank you notes • Unspecifieds & Refusals • Special calling – Homecoming – Year-end (messages) – Events – Stewardship/Thank-a- thon
  • 14. Email FY12 • November stewardship • Year-end, fiscal year-end solicitations • From/Subject lines • Length • Style
  • 15. Web FY12 • New website • Upgraded giving page
  • 16. Results – Direct Mail Solicited Amount Response % Donors Avrg/Donor FY11 FY12 FY11 FY12 FY11 FY12 FY11 FY12 FY11 FY12 44,088 59,505 $200,196.50 $238,365.64 2.07% 2.24% 914 1335 $219.03 $178.55 Undergraduate Letter Brochure Phonathon Response Rate 2.09% 1.94% 44% Average Gift $78.78 $64.58 $57.63
  • 17. Results – Phonathon PHONATHON FY11 Total FY12 Total FY13 to date Total Pledged Dollars 182,000 $84,872 82,570 Pledged Participation 42% 36% 34% Specified Pledges 1791 1196 1009 Contacts 4285 3,287 2990 Completed Calls 4723 3992 3320 Unspecified 1088 864 605 Refusal 1377 1227 1376 Pledge Fulfillment 84% 83% 65% Pledge Amount Fulfilled 83% 82% 64%
  • 18. Results – Online Giving FY12 FY11 FY10 FY09 Month Gifts Amount Gifts Amount Gifts Amount Gifts Amount Jan 7 $436.11 10 $475.00 5 $240.00 4 $350.00 Feb 1 $100.00 8 $717.00 2 $700.00 9 $392.00 Mar 20 $775.36 15 $2,247.00 7 $1,412.00 9 $585.00 Apr 29 $1,856.21 29 $1,295.70 12 $567.18 May 186 $20,030.00 15 $2,350.22 20 $4,677.00 13 $1,122.18 Jun 38 $8,055.00 54 $9,750.00 44 $12,544.00 Jul 4 $417.33 7 $1,100.00 2 $650.00 - - Aug 1 $50.00 1 $20.00 3 $227.00 2 $35.00 Sep 1 $25.00 5 $5,220.00 3 $5,200.00 1 $100.00 Oct 8 $533.33 14 $735.00 6 $767.00 13 $777.00 Nov 17 $2,465.33 19 $2,525.00 26 $3,620.00 15 $1,275.00 Dec 64 $23,528.33 71 $14,180.00 54 $15,805.08 33 $9,766.00 309 $48,360.36 232 $39,480.43 211 $44,343.78 155 $27,513.36
  • 19. This Year (FY13) – The Fund for Dominican
  • 20. Special Segments – Alumni Couples • Small segment • Emphasis on participation • Mailing • Phone call • Email • Facebook paired with Alumni photo contest Average No. Amount Received No. Donors % Donated Gift Solicited $1,225.00 16 $76.56 622/311 5%
  • 21. Special Segments – Giving Anniversary • Started in January 2013 • Short anniversary letter • Phone call • Email Amount No. Donors Average Gift No. Solicited % Donated Received $4,025.00 48 $83.85 260 18.5%
  • 22. What’s Next for FY14? • Student stories for Boomers & Matures • Donor testimonials mostly for Gen X, Y • More special segments – Study Abroad • More stewardship – Letter from Deans in summer – Fall thank you video (not just e-card) – Stewardship emails • Automated phonathon*, better supports special segments • More FUN! * We pray!