https://bloomerang.co/resources/webinars/ Danielle Johnson Vermenton, CFRE will provide practical advice and leave you with a list of action steps that you can implement to prepare your organization for a successful digital fundraising program.

1. Getting Ready for
Digital Fundraising:
Building a Foundation
for Success
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2. Get Social!
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T @djvermenton
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3. Why are you here?
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4. Objectives of Today’s Session
Identify and explain what components are
needed to prepare for a digital fundraising
& marcom program
Evaluate your organization’s readiness for
launching a digital program
Formulate a plan that will build your
organization’s capacity to successfully
launch a digital program
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5. #nonprofitknowitall
Since 2016, online fundraising has grown 17% in the U.S.
Online sustainer giving grew double digits again YOY, from
2017>2018
55% of organizations have staff dedicated to digital strategy
Online giving is on pace with consumer behavior, the U.S. Dept of
Commerce estimates that e-commerce sales in the 3rd qtr of 2018
accounted for almost 10% of total sales. Online giving is 8.5% of total
fundraising revenue
‘Donor behavior is consumer behavior.’
Sources of information: Blackbaud Institute Charitable Giving Report, 2019 Digital Outlook Report
TheTrends & Opportunities

6. The Plan before
the Launch
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7. 1. Staff resources, knowledge and coordination
There’s no point investing in digital if you don’t have the staff available to
invest the time, the knowledge to plan, build and execuate the strategy,
and well-coordinated teams who are not only fluent in the
technology they use, but also cooperative with each other.
2019 Digital Outlook Report
Dedicated staff (not volunteers) to plan and implement the digital
program
Internal knowledge of best practices, latest trends, and resources
Cross team collaboration and coordination
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8. 2. A solid and dependable CRM
An organization needs a CRM that is meeting their needs
of tracking, segmenting and reporting the data.
• To communicate with volunteers, advocates,
prospective donors and current donors,
• To run a vibrant marketing program that builds a
pipeline of sustainable support,
• To solicit audiences at the right time, while also
monitoring behaviors, capturing actions and
personalizing the asks
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9. #nonprofitknowitall
3. Standard Operating Procedures (SOP)
SOP for processing and acknowledging different kinds of contributions
Helps ensure that you are quickly thanking and recognizing donors and
provides staff guidance on how to properly code and attribute donations
SOP for entering and tracking data for prospects and donors
Today’s FR and communications (off and online) requires sending the right
message at the right time to the right person, you need the data to do that
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10. 4. An email solution with the right functionality
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Basic features or functionality should include:
automation, tracking for actions like open rates, CTR, unsubscribes,
ability to build email series/campaigns, responsive email templates,
comprehensive reporting, social media integration, responsive tech
support, staff trainings, and more
But…
When evaluating an email communications solution, focus on what the
features enable you to do.
• Build automated welcome series
• Run multi-message fundraising campaigns
• Capture information to build your lists
• Allows you to target people by the actions they take

11. #nonprofitknowitall
5. A donation platform aka an online
fundraising solution aka donation forms
If you already have a solution, audit the features to make sure it
meets your needs today and the near future.
Involve the people using the platform, if you aren’t the admin,
this isn’t a question you should or could answer.
Does the org know how to use ALL of the solution?
• can you create and edit donation forms for diff kinds of
giving,
• do you know how to link the new forms on the website,
• do you know how to manage gifts in the solution

12. 6. A marketing and communications program
Marketing and communications should:
educate the org’s audiences about the problem (the reason for the
mission),
highlight the work and impact the org is making through community
support,
share and tell mission moments,
build a desire to give and/or volunteer, and
steward and retain donors
If you are doing this offline already, it is easier and quicker to build a
complimentary digital strategy.
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13. #nonprofitknowitall
7. Commitment to the plan
Leadership and the people responsible for fundraising and marketing need to
commit to running the digital fundraising and marketing program for at least
two years.
The initial strategy should incorporate a lot of the industry PROVEN best
practices. Simply put build the program using the science of what we
already know, don’t go with your gut.
Get training, get consulting help, or both if you have the resources.
• Read the latest reports, sign up and see how other orgs do it, make a few
small online donations and see what happens, read blogs, listen to
podcasts, LEARN before you dive in to give yourself the best chance at
success.
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14. Online fundraising grew by 9.1% in 2018,
and most sub-sectors or verticals showed
double-digit growth. Why? Because
successful organizations are doing better
at engagement, asking, and retention.
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15. BuildingYour Plan
1. Audit your organization’s capacity to launch a digital
program
1. Use what you learned today to create a list of
what is needed. Be sure to get agreement with
other people that should be involved.
2. Conduct the audit and figure out a. what you
have, b. what you have but needs to be
changed/improved, and c. what you don’t have
and needs to be purchased or created
2. Create a plan for building your capacity
1. List what is missing or needs to be improved at
the org, actions needed to get there, identify
people that should be involved vs people that
need to be informed, budget, timeline, risks to
the project, identify the project mgr, etc
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16. Part 2 - BuildingYour Plan
3. Execute on the plan
3. Hold periodic meetings if needed, or send
updates via email
4. Document the process, mark the milestones,
make a note when there is a barrier to
success
4. Adjust as necessary
1. No plan is perfect, be prepared (and willing) to
make adjustments to the timeline, budget,
risks, or activities
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17. THANKYOU
Danielle Johnson Vermenton, CFRE
678-824-2765
danielle@nonprofitknowitall.com
www.nonprofitknowitall.com
Bloomerang
317-296-6606
Steven.Shattuck@bloomerang.co
www.bloomerang.co/resources
T @djvermenton F @nonprofitknowitall T @BloomerangTech