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Great Fundraising Events
Can Fully Load The Major Gift Funnel!
Your Presenter
Jay B. Love
• 34 Years of Technology Leadership
• Over 20,000 Database Installations
• Former Founder & CEO of eTapestry
• Former CEO of Master Software/Fund-Master
* Former Senior VP of Blackbaud
• Conner Prarie Museum Board Member
• AFP Ethics Committee (former Chairperson)
• Rogare Research Institute Board Member
• Innovation Fund at Butler University
• Co-Chair of Indianapolis YMCA Capital Campaign
3
Nonprofit events are like a High
Wire Act without a Safety Net!
Allen J, 2009 “Event Planning”
Question:
How many of you have attended
a charity event that truly changed
your opinion of the charity?
What distinguishes genuinely
outstanding fundraising events
from merely ‘average’ ones?
Two Experts Wanted An Answer »
Harriet Day
Adrian Sargeant
And Three Sponsors wanted the “Truth”
Why Special Events?
•Difficulty in recruiting high
value donors via other
channels
•Ability to drive awareness
of your “cause”
•Difficulty in engaging
donors
Study Methodology »
• A review of events fundraising
literature (Marketing world too)
• International advisory panel
event expertise from the UK, USA
and Canada
• Organizations identified who had
highly successful events
• 30 interviews with key event
leaders in these organizations
What made these 30 orgs unique? »
• Conducted in-depth audience
research
• developed profiles or “personas” of
prospective attendees
• focused on the needs of attendees
• planned experiences that were
deeply moving and personally
meaningful
• Event impact & monies grew
annually!
Study Findings
“Proper events can create lifetime
memories & give a significant boost
to the quality of the relationship”
Allen J, 2009 “Event Planning”
First, High Degree of Donor-
Centricity
• Focusing on the needs of the donor, not the
organization
A High Degree of Donor Centricity »
• Make the donor the hero of the story
“If you can find a concept, which raises
attendee appetite for your cause, and marry
that up with an unique experience, there is a
formula for success.”
Interviewee thoughts »
Second, Focus on Fundamental
Human Needs
• Make A Difference
• Connectedness
• Growth
• Purpose in Life
• Self Acceptance
Need to make a difference:
• Defined as the competence to choose or
create environments best suited to an
individual’s needs/values and where they are
capable of making a desirable difference.
Connectedness
• Defined as the need that people have for
warm, satisfying and trusting relationships
with others (Deci & Ryan, 2011). One might
experience a close relationship by being
introduced to other donors at an event, or by
connecting directly with a beneficiary of one’s
giving.
Case study »
• London Zoo - Streak for Tigers
Dressing up or in costumes heightens the experiential factor…
Growth
• Defined as a feeling of continued
development, realizing one’s own potential,
seeing oneself as growing and expanding,
seeing improvement in self over time, being
open to new experiences, and changing in
ways that reflect more self-knowledge and
effectiveness.
Case study »
Water Aid – dirty water-themed obstacle course
http://www.wateraid.org/uk/get-involved/events/events/tough-shit
Purpose in Life
• Defined as having goals for the future of one’s
life and a strong sense of direction. Research
indicates that the clearer one’s life purpose is
the higher one experiences psychological
wellbeing
Self-Acceptance:
• Defined as the ability to experience positive
feelings about their sense of self in the past.
Looking back, can we accept the selves we
have been …
9 Steps to
Great Fundraising Events
1. Provide a DONOR-CENTRIC
EXPERIENCE that TRANSFORMS
the attendee
A fundraising event should not be »
“Where individuals pay for the privilege
of an activity not “Cause” related”
"I've personally gone to mass participation events, and not seen
any advertising for the charity, so nobody had you a clear idea
of the cause or mission.
You were just sort of running for the sake of running.”
A fundraising event should not be »
A fundraising event should be »
“An experience creating attendee
EMPATHY towards your mission”
“It is important is making sure that your event is experiential.”
“I always want attendees to feel or have an experience with
the cause in some deep manner."
At everyone's table, there were books. In the middle of the breakfast we
asked: what was one of your favorite books when you were a child?
Now think about that and how excited you were to have it
Too many children have never had a book of their own…
You WILL HELP change that today for a child!
Pick out a book and write a message about what such books meant to you
All of these books will be given to children to take home
and your message will be inside.”
Case study »
Children’s Literacy Organization
2. Put your attendee in the
middle of the fight for your
mission!
Case study »
• Save the Children's Forced to Flee event
Groups led into the space and given a number, a headset to
listen to real stories of children affected and a child’s rucksack.
Case study »
They experienced the journey of kids searching for safety and being in
a classroom with bullet holes in the walls, windows and blackboards.
http://www.eventmagazine.co.uk/pictures-save-childrens-forced-flee-event/brands/article/1395683
Case study »
Eventually attendees reach a play area, which represents the work
the charity does in areas of such conflict to bring play to children.
http://www.eventmagazine.co.uk/pictures-save-childrens-forced-flee-event/brands/article/1395683
“The Experience Pyramid” »
• Individuality
• Authenticity, Genuine
• Story
• Multi-Sensory
• Contrast, with normal routine
• Interaction
Source: Tarssanen and Kylänen (2005)
3. Follow-up can greatly enhance experience
1. “Thank you for coming.”
2. “What did you think?”
3. Be quiet and listen.
4. “Is there any way you could see yourself becoming
involved with us?”
5. “Is there anyone else you can think of that we
ought to invite to a __________?”
Key drivers of donor commitment »
1. Donor perceives effectiveness in achieving your mission
2. Donor feels they are part of an important cause
3. Donor feels their involvement is appreciated
4. Donor receives information showing mission impact
Source: Roger Craver (2015)
4. A Focus on Transformation »
Source: Pine and Gilmore (1998)
5. Drive Emotion w/ Storytelling
Detailed attendee research (gathering data on lifestyles, connection to the
cause, feelings about fundraising etc.) can lead to “personas”
Event planners were then
able to focus on the needs
of those “personas” and
plan experiences they
would find deeply
moving and personally
meaningful.
Driving Emotion w/ Storytelling
Foster Care/Adoption Organization
What would it be like for you to find out tomorrow that you
weren't going back to your family and you may never see them
again.
A youth speaker then shared his story
He told attendees what it felt like to know that there was a
family waiting for you at the end of the day because nothing is
forever except for family.
We then informed the donors they made this
happen!
6. Invest in Your Team »
Avoiding Burnout (true stories)
“We had a fundraising event every single month. It's insane.
It's just not sustainable. It's not good. There was a ton of turnover in
the position that was organizing all these events!”
"We used to hold 10 events a year. Now we have ratcheted down to
three events a year and we're primarily a major gift shop.
Our revenues have doubled because all of those events were a drain”
7. Constantly Drive Innovation
“We decided to do a formal survey to find out what it was
that they liked and didn't like about the events.
A lot of people said they didn't like the event, they just
came because they were loyal to. It didn't inspire them.
We realized that we weren't bringing any new people in
through the events, just the same people year after year.”
Gather feedback and solicit new ideas!
Internal sources of ideas
• Informal discussions with supporters
• Informal discussions with employees and/or volunteers
• Analysis of complaints received
• Organized team-based brainstorming sessions
• Senior managers’ insights
• Accidental discoverys from existing activities
External sources of ideas
• Informal discussions with people in other charities
• Analysis of the activities of other charities
• Attendance at exhibitions, conferences or conventions
• Perusal of professional fundraising publications / blogs
• Fundraising consultants
• Suppliers of charity technology or merchandise
8. Focus on Technology
Most events studied used technologies to
enhance supporter satisfaction.
• CRM
• Social Media
• Mobile
• Peer-to-Peer
• Email
Events Feed the Top of the Funnel!
Automate
processes and
gather actionable
data to use for
building
relationships
Make it easy for
participants to
engage and
support your
mission
9. Create Board Champions
Potentially outstanding events can still be stifled by
management and board!
• Need to involve leaders from the outset
• Consider when would be the best stage in the
innovation process to involve the board
1. Proper board recruitment
2. Proper board orientation
3. Strategic discussion in every meeting
4. Utilize former board members
4 Steps to Board Engagement »
Final Thoughts
Our Recommendations »
• Put donor in mission recipients shoes!
• Move beyond golf tourneys and galas
• Don’t be afraid to experiment!
• OK to start small
• Leadership buy-in is key
• Research and network with colleagues
Executive Summary & Full 62 Page Report »
bloomerang.co/resources/research
https://bloomerang.co/resources
•Nonprofit Wrap-Up
•Bloomerang TV
•Bloomies
•Daily blog post
•Weekly webinars
•Downloadables
Questions?
jay.love@bloomerang.co
@JayBarclayLove
Free eBook »
https://bloomerang.co/staytogether/

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Great Fundraising Events Can Fully Load the Major Gift Funnel

  • 1. Great Fundraising Events Can Fully Load The Major Gift Funnel!
  • 2. Your Presenter Jay B. Love • 34 Years of Technology Leadership • Over 20,000 Database Installations • Former Founder & CEO of eTapestry • Former CEO of Master Software/Fund-Master * Former Senior VP of Blackbaud • Conner Prarie Museum Board Member • AFP Ethics Committee (former Chairperson) • Rogare Research Institute Board Member • Innovation Fund at Butler University • Co-Chair of Indianapolis YMCA Capital Campaign 3
  • 3. Nonprofit events are like a High Wire Act without a Safety Net! Allen J, 2009 “Event Planning”
  • 4. Question: How many of you have attended a charity event that truly changed your opinion of the charity?
  • 5. What distinguishes genuinely outstanding fundraising events from merely ‘average’ ones?
  • 6. Two Experts Wanted An Answer » Harriet Day Adrian Sargeant
  • 7. And Three Sponsors wanted the “Truth”
  • 8. Why Special Events? •Difficulty in recruiting high value donors via other channels •Ability to drive awareness of your “cause” •Difficulty in engaging donors
  • 9.
  • 10. Study Methodology » • A review of events fundraising literature (Marketing world too) • International advisory panel event expertise from the UK, USA and Canada • Organizations identified who had highly successful events • 30 interviews with key event leaders in these organizations
  • 11. What made these 30 orgs unique? » • Conducted in-depth audience research • developed profiles or “personas” of prospective attendees • focused on the needs of attendees • planned experiences that were deeply moving and personally meaningful • Event impact & monies grew annually!
  • 13. “Proper events can create lifetime memories & give a significant boost to the quality of the relationship” Allen J, 2009 “Event Planning”
  • 14. First, High Degree of Donor- Centricity • Focusing on the needs of the donor, not the organization
  • 15. A High Degree of Donor Centricity » • Make the donor the hero of the story
  • 16. “If you can find a concept, which raises attendee appetite for your cause, and marry that up with an unique experience, there is a formula for success.” Interviewee thoughts »
  • 17. Second, Focus on Fundamental Human Needs • Make A Difference • Connectedness • Growth • Purpose in Life • Self Acceptance
  • 18. Need to make a difference: • Defined as the competence to choose or create environments best suited to an individual’s needs/values and where they are capable of making a desirable difference.
  • 19.
  • 20.
  • 21. Connectedness • Defined as the need that people have for warm, satisfying and trusting relationships with others (Deci & Ryan, 2011). One might experience a close relationship by being introduced to other donors at an event, or by connecting directly with a beneficiary of one’s giving.
  • 22.
  • 23.
  • 24. Case study » • London Zoo - Streak for Tigers Dressing up or in costumes heightens the experiential factor…
  • 25. Growth • Defined as a feeling of continued development, realizing one’s own potential, seeing oneself as growing and expanding, seeing improvement in self over time, being open to new experiences, and changing in ways that reflect more self-knowledge and effectiveness.
  • 26. Case study » Water Aid – dirty water-themed obstacle course http://www.wateraid.org/uk/get-involved/events/events/tough-shit
  • 27. Purpose in Life • Defined as having goals for the future of one’s life and a strong sense of direction. Research indicates that the clearer one’s life purpose is the higher one experiences psychological wellbeing
  • 28.
  • 29.
  • 30.
  • 31. Self-Acceptance: • Defined as the ability to experience positive feelings about their sense of self in the past. Looking back, can we accept the selves we have been …
  • 32. 9 Steps to Great Fundraising Events
  • 33. 1. Provide a DONOR-CENTRIC EXPERIENCE that TRANSFORMS the attendee
  • 34. A fundraising event should not be » “Where individuals pay for the privilege of an activity not “Cause” related” "I've personally gone to mass participation events, and not seen any advertising for the charity, so nobody had you a clear idea of the cause or mission. You were just sort of running for the sake of running.”
  • 35. A fundraising event should not be »
  • 36. A fundraising event should be » “An experience creating attendee EMPATHY towards your mission” “It is important is making sure that your event is experiential.” “I always want attendees to feel or have an experience with the cause in some deep manner."
  • 37. At everyone's table, there were books. In the middle of the breakfast we asked: what was one of your favorite books when you were a child? Now think about that and how excited you were to have it Too many children have never had a book of their own… You WILL HELP change that today for a child! Pick out a book and write a message about what such books meant to you All of these books will be given to children to take home and your message will be inside.” Case study » Children’s Literacy Organization
  • 38. 2. Put your attendee in the middle of the fight for your mission!
  • 39. Case study » • Save the Children's Forced to Flee event Groups led into the space and given a number, a headset to listen to real stories of children affected and a child’s rucksack.
  • 40. Case study » They experienced the journey of kids searching for safety and being in a classroom with bullet holes in the walls, windows and blackboards. http://www.eventmagazine.co.uk/pictures-save-childrens-forced-flee-event/brands/article/1395683
  • 41. Case study » Eventually attendees reach a play area, which represents the work the charity does in areas of such conflict to bring play to children. http://www.eventmagazine.co.uk/pictures-save-childrens-forced-flee-event/brands/article/1395683
  • 42. “The Experience Pyramid” » • Individuality • Authenticity, Genuine • Story • Multi-Sensory • Contrast, with normal routine • Interaction Source: Tarssanen and Kylänen (2005)
  • 43. 3. Follow-up can greatly enhance experience 1. “Thank you for coming.” 2. “What did you think?” 3. Be quiet and listen. 4. “Is there any way you could see yourself becoming involved with us?” 5. “Is there anyone else you can think of that we ought to invite to a __________?”
  • 44. Key drivers of donor commitment » 1. Donor perceives effectiveness in achieving your mission 2. Donor feels they are part of an important cause 3. Donor feels their involvement is appreciated 4. Donor receives information showing mission impact Source: Roger Craver (2015)
  • 45. 4. A Focus on Transformation » Source: Pine and Gilmore (1998)
  • 46. 5. Drive Emotion w/ Storytelling Detailed attendee research (gathering data on lifestyles, connection to the cause, feelings about fundraising etc.) can lead to “personas” Event planners were then able to focus on the needs of those “personas” and plan experiences they would find deeply moving and personally meaningful.
  • 47. Driving Emotion w/ Storytelling Foster Care/Adoption Organization What would it be like for you to find out tomorrow that you weren't going back to your family and you may never see them again. A youth speaker then shared his story He told attendees what it felt like to know that there was a family waiting for you at the end of the day because nothing is forever except for family. We then informed the donors they made this happen!
  • 48. 6. Invest in Your Team »
  • 49. Avoiding Burnout (true stories) “We had a fundraising event every single month. It's insane. It's just not sustainable. It's not good. There was a ton of turnover in the position that was organizing all these events!” "We used to hold 10 events a year. Now we have ratcheted down to three events a year and we're primarily a major gift shop. Our revenues have doubled because all of those events were a drain”
  • 50. 7. Constantly Drive Innovation “We decided to do a formal survey to find out what it was that they liked and didn't like about the events. A lot of people said they didn't like the event, they just came because they were loyal to. It didn't inspire them. We realized that we weren't bringing any new people in through the events, just the same people year after year.” Gather feedback and solicit new ideas!
  • 51. Internal sources of ideas • Informal discussions with supporters • Informal discussions with employees and/or volunteers • Analysis of complaints received • Organized team-based brainstorming sessions • Senior managers’ insights • Accidental discoverys from existing activities
  • 52. External sources of ideas • Informal discussions with people in other charities • Analysis of the activities of other charities • Attendance at exhibitions, conferences or conventions • Perusal of professional fundraising publications / blogs • Fundraising consultants • Suppliers of charity technology or merchandise
  • 53. 8. Focus on Technology Most events studied used technologies to enhance supporter satisfaction. • CRM • Social Media • Mobile • Peer-to-Peer • Email
  • 54. Events Feed the Top of the Funnel! Automate processes and gather actionable data to use for building relationships
  • 55. Make it easy for participants to engage and support your mission
  • 56. 9. Create Board Champions Potentially outstanding events can still be stifled by management and board! • Need to involve leaders from the outset • Consider when would be the best stage in the innovation process to involve the board
  • 57. 1. Proper board recruitment 2. Proper board orientation 3. Strategic discussion in every meeting 4. Utilize former board members 4 Steps to Board Engagement »
  • 59. Our Recommendations » • Put donor in mission recipients shoes! • Move beyond golf tourneys and galas • Don’t be afraid to experiment! • OK to start small • Leadership buy-in is key • Research and network with colleagues
  • 60. Executive Summary & Full 62 Page Report » bloomerang.co/resources/research

Notas del editor

  1. Not connected to the mission!
  2. Final keys to success…