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Monthly Giving Landscape in 2014
February 6, 2014
Hosted by Adam Lemmon & Danielle Johnson-Vermenton
Adam Lemmon
Lead Interactive Consultant
Go! Team

• Lives in Austin, TX
• If I weren’t doing this I would
be a backpack designer

Danielle Johnson Vermenton
Senior Interactive Consultant
Go! Team
• Former nonprofit fundraiser
• Lives in Atlanta, GA
• If I weren’t doing this I would
be a chef
Today’s Topics
Sustained Giving: It just makes sense
What’s happening today
Making it practical for you

Next Steps and Q&A
“…it just seems to make sense to invest in a system
or process that can truly encourage sustained
support.”

See more at: http://www.npengage.com/fundraising/sustained-giving-systematizing-donorloyalty/#sthash.jZ7sBEth.dpuf
■ Lifetime value of a sustainer is

ALWAYS higher
o

Typically a donor who contributes two
$25 gifts per year, for a total of $50, will
sign up for monthly giving at $10 a
month. Which increases annual gift to
$120

■ Generates predictable revenue

■ Retention is significantly

increased
■ Sustainer program is a strong

2nd gift strategy
■ Sustainers are strong Planned

Giving prospects
■ Builds a better relationship with

donors
■ Keep donors giving longer
■ A sustainer program lowers your

overall costs of fundraising
■ Sustainer income grows over

time

Hidden Gold: How monthly giving will build donor loyalty, boost your organizations income, and
increase financial stability (Bonus Books, Chicago, 1999) by Harvey McKinnon
Why Sustained Giving matters?
20.00%
15.00%
10.00%
5.00%
0.00%

Overall Giving Distribution for 2012

Source: 2012 Charitable Giving Report
Why plan a sustained giving campaign?
Sustained giving as a percentage of total monthly funds raised online

Sustained giving is 17% of online
fundraising
Source: Analysis of three large non-profits with sustainer programs

Sustained giving is
5% of online
fundraising
Content
Management
Email
Marketing

Donation
Management

Reporting &
Analytics

Event
Fundraising

eCommerce

Automation
Segmentation
Testing
How are Luminate clients doing?

30
PERCENT
Canada

From the 2013 Online Marketing Luminate Benchmark Report
What has the
strongest potential
for growth in the
coming years?
© 2012 Blackbaud, Inc.
Large
Small
Medium
Dec-09

Nov-09

Oct-09

Sep-09

Aug-09

Jul-09

Jun-09

May-09

Apr-09

Mar-09

Feb-09

Jan-09

Dec-08

Nov-08

Oct-08

Sep-08

Aug-08

Jul-08

Jun-08

May-08

Apr-08

Mar-08

Feb-08

Jan-08

Building a Sustainer Program
New Sustaining Gifts (Cumulative)
2 Year Timeline of Growth

1,000

900

800

700

600

500

400

300

200

100

0
Sustained Fundraising
Today’s Topics
Sustained Giving: It just makes sense
What’s happening today
Making it practical for you

Next Steps and Q&A
© 2012 Blackbaud, Inc.
© 2012 Blackbaud, Inc.
© 2012 Blackbaud, Inc.
Northern Illinois Foodbank
Emancipet
Vitamin angels
© 2012 Blackbaud, Inc.
Explore Use of Upsell Lightbox
•

•

•

Wanted to
convert one-time
donors to
sustaining
donors.
Utilized the
Donations API to
create a one-time
gift form that
presented an
opportunity to
convert the gift to
a sustaining gift.
Over the 5
months, 10% of
one-time donors
converted to
sustainers.
Multichannel / Integration
• What else…something to

add from Chas?
What else is happening
• Welcome Series with a 3 rd message soliciting

for a sustainer gift

• Asking for a sustainer gift first in campaigns

and putting one time gifts as secondary

• Gratitude strategies for sustained giving

donors, ie: “Impact eCards”

• Enabling donors to manage their own gifts
Today’s Topics
Sustained Giving: It just makes sense
What’s happening today
Making it practical for you

Next Steps and Q&A
Making it practical for you
Where are you in the life cycle of sustained giving?
Foundation
Sustaining gift opportunity is clear to your donors and has support from staff
Intermediate
Strategy to grow your sustained giving program – online & offline
Advanced
Campaigns for retention & upsell plus tactics for program maintenance
Sustained Giving
Marketing and
Promotion

Storytelling /
Fundraising

Program
Maintenance

Foundation

•

Promote on website as
way to give

•

Educate constituents, staff
& board on the giving
opportunity to make
monthly gifts

•
•

Basic reporting
Admin ability to
manage gifts

Intermediate

•

Integrate campaign
with print and social
media

•

Multi-message campaign
& dedicated donation form

•

Query sustained
giving donors to
suppress from other
campaigns

Advanced

•

Year long plan and
inclusion in editorial
calendar

•
•
•

Upsells
Unique giving opp
Branded giving opp

•

Allow donors to
manage their own
gifts online (see more
in session 2!)
Sustaining campaign big picture
Planning

- Theme/Narrative
(What’s the story?)
- Tone

- Voice (Who’s
pitching the ask?)
-Timing and tie ins

Building
- Develop the multi
message campaign

Launching

Reporting

- Who will need to be
involved for final
approval?

- Email Campaign
reports to review
audience reaction
(opens/clicks)

-Include 3 messages, a
- What target date do
dedicated donation
you have in mind for
form and
launching?
autoresponders
-Include 3-4 concrete
examples of impact to
$

- Schedule the
message deliveries in
advance
- Promote the initiative
across multiple
channels (multichannel!)

- Donation reports to
review gifts
-Have a Gratitude
Strategy
Today’s Topics
Sustained Giving: It just makes sense
What’s happening today
Making it practical for you

Next Steps and Q&A
Commercial Break
Go! Essentials
Questions?
Join us for our next call
Wednesday, February 26
2:00 pm EST
Start to Finish: Building Blocks for a sustained giving program
Resources
Online Marketing Benchmark Study (see how you stack up)
https://www.blackbaud.com/nonprofit-resources/onlinemarketingstudy

What is the Sustainer Bump?
http://www.npengage.com/sustained-giving/the-sustainer-bump/

Increase Donor Loyalty with Sustained Giving http://www.npengage.com/fundraising/sustained-givingsystematizing-donor-loyalty/

Best Practices in Monthly Giving from Gail Perry
http://www.gailperry.com/2011/07/20-best-practices-for-monthly-giving-programs/

Keeping Monthly Donors is Worth the Effort
http://www.thenonprofittimes.com/news-articles/keeping-monthly-donors-is-worth-the-effort/

10 Things to Know about a Basic Sustained Giving Program
http://www.fundraisingsuccessmag.com/article/10-things-you-need-know-about-creating-monthly-giving-program410431/1#

New Audiences, New Channels
http://www.afpnet.org/Audiences/ReportsResearchDetail.cfm?ItemNumber=6890

Gift Parity on npENGAGE
http://www.npengage.com/online-fundraising/gift-type-parity-emerging-best-practice-for-2014 /

npEXPERTS Show the Love eBook
https://www.blackbaud.com/nonprofitresources/npexperts?utm_source=blackbaud&utm_medium=website&utm_content=homepage&utm_term=corp&utm_ca
mpaign=npEXPERTS2014
More Campaign Examples
Butte Humane Society
Can-Do-Canines

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Sustained Giving Landscape 2014 webinar with Blackbaud

  • 1. Monthly Giving Landscape in 2014 February 6, 2014 Hosted by Adam Lemmon & Danielle Johnson-Vermenton
  • 2. Adam Lemmon Lead Interactive Consultant Go! Team • Lives in Austin, TX • If I weren’t doing this I would be a backpack designer Danielle Johnson Vermenton Senior Interactive Consultant Go! Team • Former nonprofit fundraiser • Lives in Atlanta, GA • If I weren’t doing this I would be a chef
  • 3. Today’s Topics Sustained Giving: It just makes sense What’s happening today Making it practical for you Next Steps and Q&A
  • 4. “…it just seems to make sense to invest in a system or process that can truly encourage sustained support.” See more at: http://www.npengage.com/fundraising/sustained-giving-systematizing-donorloyalty/#sthash.jZ7sBEth.dpuf
  • 5. ■ Lifetime value of a sustainer is ALWAYS higher o Typically a donor who contributes two $25 gifts per year, for a total of $50, will sign up for monthly giving at $10 a month. Which increases annual gift to $120 ■ Generates predictable revenue ■ Retention is significantly increased ■ Sustainer program is a strong 2nd gift strategy ■ Sustainers are strong Planned Giving prospects
  • 6. ■ Builds a better relationship with donors ■ Keep donors giving longer ■ A sustainer program lowers your overall costs of fundraising ■ Sustainer income grows over time Hidden Gold: How monthly giving will build donor loyalty, boost your organizations income, and increase financial stability (Bonus Books, Chicago, 1999) by Harvey McKinnon
  • 7. Why Sustained Giving matters? 20.00% 15.00% 10.00% 5.00% 0.00% Overall Giving Distribution for 2012 Source: 2012 Charitable Giving Report
  • 8. Why plan a sustained giving campaign? Sustained giving as a percentage of total monthly funds raised online Sustained giving is 17% of online fundraising Source: Analysis of three large non-profits with sustainer programs Sustained giving is 5% of online fundraising
  • 10. How are Luminate clients doing? 30 PERCENT Canada From the 2013 Online Marketing Luminate Benchmark Report
  • 11. What has the strongest potential for growth in the coming years?
  • 15. Today’s Topics Sustained Giving: It just makes sense What’s happening today Making it practical for you Next Steps and Q&A
  • 23. Explore Use of Upsell Lightbox • • • Wanted to convert one-time donors to sustaining donors. Utilized the Donations API to create a one-time gift form that presented an opportunity to convert the gift to a sustaining gift. Over the 5 months, 10% of one-time donors converted to sustainers.
  • 24. Multichannel / Integration • What else…something to add from Chas?
  • 25. What else is happening • Welcome Series with a 3 rd message soliciting for a sustainer gift • Asking for a sustainer gift first in campaigns and putting one time gifts as secondary • Gratitude strategies for sustained giving donors, ie: “Impact eCards” • Enabling donors to manage their own gifts
  • 26. Today’s Topics Sustained Giving: It just makes sense What’s happening today Making it practical for you Next Steps and Q&A
  • 28. Where are you in the life cycle of sustained giving? Foundation Sustaining gift opportunity is clear to your donors and has support from staff Intermediate Strategy to grow your sustained giving program – online & offline Advanced Campaigns for retention & upsell plus tactics for program maintenance
  • 29. Sustained Giving Marketing and Promotion Storytelling / Fundraising Program Maintenance Foundation • Promote on website as way to give • Educate constituents, staff & board on the giving opportunity to make monthly gifts • • Basic reporting Admin ability to manage gifts Intermediate • Integrate campaign with print and social media • Multi-message campaign & dedicated donation form • Query sustained giving donors to suppress from other campaigns Advanced • Year long plan and inclusion in editorial calendar • • • Upsells Unique giving opp Branded giving opp • Allow donors to manage their own gifts online (see more in session 2!)
  • 30. Sustaining campaign big picture Planning - Theme/Narrative (What’s the story?) - Tone - Voice (Who’s pitching the ask?) -Timing and tie ins Building - Develop the multi message campaign Launching Reporting - Who will need to be involved for final approval? - Email Campaign reports to review audience reaction (opens/clicks) -Include 3 messages, a - What target date do dedicated donation you have in mind for form and launching? autoresponders -Include 3-4 concrete examples of impact to $ - Schedule the message deliveries in advance - Promote the initiative across multiple channels (multichannel!) - Donation reports to review gifts -Have a Gratitude Strategy
  • 31. Today’s Topics Sustained Giving: It just makes sense What’s happening today Making it practical for you Next Steps and Q&A
  • 33. Questions? Join us for our next call Wednesday, February 26 2:00 pm EST Start to Finish: Building Blocks for a sustained giving program
  • 34. Resources Online Marketing Benchmark Study (see how you stack up) https://www.blackbaud.com/nonprofit-resources/onlinemarketingstudy What is the Sustainer Bump? http://www.npengage.com/sustained-giving/the-sustainer-bump/ Increase Donor Loyalty with Sustained Giving http://www.npengage.com/fundraising/sustained-givingsystematizing-donor-loyalty/ Best Practices in Monthly Giving from Gail Perry http://www.gailperry.com/2011/07/20-best-practices-for-monthly-giving-programs/ Keeping Monthly Donors is Worth the Effort http://www.thenonprofittimes.com/news-articles/keeping-monthly-donors-is-worth-the-effort/ 10 Things to Know about a Basic Sustained Giving Program http://www.fundraisingsuccessmag.com/article/10-things-you-need-know-about-creating-monthly-giving-program410431/1# New Audiences, New Channels http://www.afpnet.org/Audiences/ReportsResearchDetail.cfm?ItemNumber=6890 Gift Parity on npENGAGE http://www.npengage.com/online-fundraising/gift-type-parity-emerging-best-practice-for-2014 / npEXPERTS Show the Love eBook https://www.blackbaud.com/nonprofitresources/npexperts?utm_source=blackbaud&utm_medium=website&utm_content=homepage&utm_term=corp&utm_ca mpaign=npEXPERTS2014
  • 37.