1.
Fundraise Faster.
Est. in Austin, TX 2007

2.
#GivingTuesday is over, now what?

3.
• Sr.
Product
Marketing
Manager
• Strengths:
Peer-­‐to-­‐Peer
Campaigns,
Karaoke,
Coffee
• Weaknesses:
Coffee,
Chocolate
• Nonprofit
tech
nerd:
Implementing,
Participating
Writing,
Marketing
for
9+
years
@tshankcycles
Email:
taylor@kimbia.com
Taylor
Shanklin,
“T-­‐Shank”

4.
Embed into your existing
website for:
• Branding control
• Improved donor experience
Social sharing integration
Integrates with YOUR other
systems
£€
¥
$ Multi-Currency
Multi-Language
20+
Gateways
Everything is Mobile-ready
responsive right out-of-the box
Helping organizations fundraise faster through online solutions.

5.
• Founder:
Girlstart
• Strengths:
Fundraising,
parenting
twins
• Weakness:
Queso
• Featured
on:
Oprah,
CNN,
the
Today
Show
• AFP
Outstanding
Fundraiser
of
the
Year
@rachelmuir
rachel.muir@pursuant.com
www.rachelmuir.com
Rachel
Muir,
CFRE

6.
What
Rachel
does:
Custom
training
VIP
days
Webinars
Live
classes
Speaking
All
on
fundraising…
Want to explore training with me? Calendly.com/rachelmuir

7.
Get invited to Rachel’s
webinars!
Rachelmuir.com

8.
Join Rachel for a webinar series

9.
$50 off for today’s webinar guests! https://
Where your best prospects are hiding
The BEST discovery questions ever asked
How donors make decisions
How surveying donors boosts revenue
Here’s what
you’ll learn!
The Ask: Who, When, How and How Much?

10.
Let’s learn about you…

11.
#GivingTuesday
is
over,
now
what?
2!
#1 way to
ensure
another gift
Thank
you’s
they’ll
cherish
Tips to
reveal their
interests
Q & A
@rachelmuir
@tshankcycles
How to
prioritize a
portfolio to
upgrade
donors

12.
Was your #GivingTuesday this good?
Poll: Did you do
better, the same or
worse as last year?

13.
How to retain & upgrade new donors
How video can build a portfolio
Easy (and free!) apps to help you
get the visit, do great discovery &
deliver thoughtful stewardship
Templates you can use right now
What will I learn today?
Download at rachelmuir.com/guides
Using donors surveys to segment

14.
15
READ LESS MINDS, ASK MORE
QUESTIONS

15.
16
USING DIGITAL TOOLS TO
BUILD A
PORTFOLIO

16.
Survey
your
donors
on
what
they
care
about

17.
Communication preferences
Why’d they join/give?
What do they most want to
support?
What to survey
Beneficiary preferences
@rachelmuir
@tshankcycles
Satisfaction levels

18.
DON’T
ask
these
3
things
1. When they gave
2. How much they gave
3. ANYTHING you already know
@rachelmuir @tshankcycles

19.
Watch at bit.ly/OpSmileExample

20.
Video lets prospects self identify
Prospects
Printed Invitation PURL Gift Officer(s)
Completed Form?
Yes
No
Email Invitation(s)
(1 initial send, 2 resends)
Observation Data & Donor Reprioritization Reports
Uncover affinity and inclination using direct
mail, video and email

21.
Data identifies prospects & interests
Personal URL
(Direct Mail)
Cultivation
Email
Face-to-Face
Visit
Appointment Setting
Stewardship
Microsite
Personalized
Update
OBSERVATION DATA
VISIT
DATA
Welcome
Series
Prioritization & Coaching
Segment Count
A. Inbound Leads 145
B. Completed Video 175
C. Started Video 440
D. Visited Microsite 615
F. No Interaction 3,625

22.
Video is scalable
Targets
Sent
Opened
Clicked
Video Started
Video Finished
Inbound Leads
You can spend more time on revenue
generating activities (like visits)

23.
Innovative
Stewardship
+
Tools
Download stewardship template
rachelmuir.com/guides

24.
LinkedIn
Google+
Twitter
Pinterest
Charlie
Norbert
What are your clients doing to start a giving avalance?
Simple Pay is like the
one-click payments
for the charitable world.
• Repeat donors can give again faster
• Two simple steps: Name & Zip code,
click to donate
• Secure information always remains with
your payment gateway
INCREASE ENGAGEMENT & DOLLARS
30+ % Higher
Conversion

25.
LinkedIn
Google+
Twitter
Pinterest
Charlie
Norbert
What are your clients doing to start a giving avalance?

26.
“Legal
stalking”
with
donors/prospects
LinkedIn
Google+
Twitter
Pinterest
Charlie
BombBomb
Norbert
Bananatag
Want to explore training with me? Calendly.com/rachelmuir

27.
@rachelmuir
#npstoryconf
Charlie
app

28.
Email tracking: www.bananatag.com

29.
Sample video emailTool
spotlight:
video
email
Watch the video at http://bit.do/careshare
Tool spotlight: Video email

30.
Best part: seeing who watched it.
@rachelmuir
Facebook.com/RachelMuirFundraising

31.
Email me for an example
Rachel.muir@pursuant.com
BombBomb.com

32.
Sample personalized stationary
Though,ul,
inexpensive
follow
up
that
wows
Check out
Feltapp.
com
Download
today’s
guide:
rachelmuir.com/guides
@rachelmuir
@tshankcycles

33.
Sample personalized stationaryFeltapp.com
Feltapp.
com
@rachelmuir
Facebook.com/RachelMuirFundraising

34.
Check
out
Bond.co
Type
handwritten
notes
–
Bond.co
@rachelmuir
@tshankcycles

35.
• Goal: 24-48 hrs (“thank before you bank”)
• Don’t exceed 5 days (but late is better than
never)
• Make it personal, i.e. stories, visuals
• Allocate MORE time and staff during the
holidays
• Daily stewardship “power hour”
5
Thank
you
letter
“Do’s”

36.
Source: The Millennial Impact Report

37.
7
Thank
you
letter
“Don’ts”
Don’t
• Don’t start with a “Thank you”
• Don’t be predictable
• Don’t ask for another gift in the thank you
• Don’t continue to “sell”
• Don’t recycle the same copy indefinitely
• Don’t use pre-printed mass addresses cards
• Don’t give them homework
Source:
Donor
Centered
Fundraising,
Penelope
Burke

38.
Steal this!
“You
made
your
gift
just
one
(week,
month)
ago
and
already
you’ve…
(insert
amazing
accomplishment
here)

39.
Makeover - Before
When you give to ____________ , you’re
making a major difference in the lives of
children in your community. Each year, nearly
25,000 patients come to us.
Your gifts not only support our core medical,
surgical and rehabilitative services, but also
allow us to offer support to struggling families.

40.
Makeover - After
Your $100 donation will give a
cancer patients mother a
home away from home tonight.

41.
#Bridge16
Here’s
how
Girlstart
crushes
it
Cultivation
events
are
great
stewardship

42.
Get the guide!
www.rachelmuir.com/guides

43.
Download at
RachelMuir.com/
Guides

44.
Fundraisers rely too heavily on gift value as
a determinant of future potential. ”
“
Penelope
Burk,
The
2014
Burk
Donor
Survey

45.
Board
members
make
thank
you
calls
at
meeting
Thanksgiving
(Call/Card/Email)
Valentine’s
Day
(Call/Card/Email)
“Donorversary”-­‐
Anniversary
of
1st
gift
Welcome
thank
you
call
for
1st
time
donors
Practice
Random acts
of
thankfulness!

46.
How
much
does
a
board
thank
you
call
improve
donor
retention?
Take our
quick poll!

47.
Truth
bomb
Thank you call
from board
member
Source: Burk, P. (2012). The Cygnus Donor Survey, Where Philanthropy is Headed in
2012, US Edition. Chicago: Cygnus Applied Research
Thank you call
from staff
member

48.
Impact
on
giving
amounts
Thank you call
from board
member w/in 24
hours
Source: Penelope Burk & Cygnus Research
14 months
later
70% retention!

49.
What inspired you to make
your gift?
Do you have any feedback for us?
Is there any way we can make
your experience more positive?
Can I bring you
(show you, invite you…)?
Great
discovery
questions

50.
Source: Penelope Burk, 2013 Donor Survey

51.
Thank
You!
Free stewardship template at:
Pursuant.com/StewardshipPlan
Free webinars:
Kimbia.com
rachelmuir.com
Contact us:
taylor@kimbia.com
rachel@rachelmuir.com
Facebook.com/KimbiaInc
Facebook.com/RachelMuirFundraising
@rachelmuir @tshankcycles
#kimbiawebinars @kimbiainc

52.
Ready to start an avalanche of giving in 2017?
Email taylor@kimbia.com
&
Register for more Kimbia webinars at kimbia.com/resources/webinars/

53.
On The Way – It’s Coming To Your Inbox!

54.
Questions?

55.
$50 off for today’s webinar guests! https://
Where your best prospects are hiding
The BEST discovery questions ever asked
How donors make decisions
How surveying donors boosts revenue
Here’s what
you’ll learn!
The Ask: Who, When, How and How Much?