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Giving for Good Planned Giving Council D. B. Wienke, CEO

Giving for Good Planned Giving Council€¦ · User since 2003 –2008 User since 2008 –2012 User since 2013 –present Quick Poll: LinkedIn with PGC of PBC 5

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Page 1: Giving for Good Planned Giving Council€¦ · User since 2003 –2008 User since 2008 –2012 User since 2013 –present Quick Poll: LinkedIn with PGC of PBC 5

Giving for GoodPlanned Giving Council

D. B. Wienke, CEO

Page 3: Giving for Good Planned Giving Council€¦ · User since 2003 –2008 User since 2008 –2012 User since 2013 –present Quick Poll: LinkedIn with PGC of PBC 5

Premium For CEOs

Page 4: Giving for Good Planned Giving Council€¦ · User since 2003 –2008 User since 2008 –2012 User since 2013 –present Quick Poll: LinkedIn with PGC of PBC 5

101Basics

201Elevate your Non Profit’s Awareness

301Advanced Use Board, Donors

4

Page 5: Giving for Good Planned Giving Council€¦ · User since 2003 –2008 User since 2008 –2012 User since 2013 –present Quick Poll: LinkedIn with PGC of PBC 5

User since 2003 – 2008

User since 2008 – 2012

User since 2013 – present

Quick Poll:

LinkedIn with PGC of PBC

5

Page 6: Giving for Good Planned Giving Council€¦ · User since 2003 –2008 User since 2008 –2012 User since 2013 –present Quick Poll: LinkedIn with PGC of PBC 5

Non Profits Stats

500M+Members across the globe

LinkedIn is the world’s

largest professional network

25 million members

are “following” their

favorite nonprofits

on LinkedIn

6 million Nonprofit

Members are using

LinkedIn to build their

brand and network of

supporters

Page 7: Giving for Good Planned Giving Council€¦ · User since 2003 –2008 User since 2008 –2012 User since 2013 –present Quick Poll: LinkedIn with PGC of PBC 5

What’s the difference?

7

Social & CasualFriends,

Family

Public

Communications

Anyone who will

listen

Professional

Network & Brand

Professionals,

Colleagues

Page 8: Giving for Good Planned Giving Council€¦ · User since 2003 –2008 User since 2008 –2012 User since 2013 –present Quick Poll: LinkedIn with PGC of PBC 5

Audience Composition?

8

2.4 billion

20s

30s

Female

250 million

20s

30s

Adults

550 million

40s

CXO

Professionals

Colleagues

Page 11: Giving for Good Planned Giving Council€¦ · User since 2003 –2008 User since 2008 –2012 User since 2013 –present Quick Poll: LinkedIn with PGC of PBC 5

Demographics Education

Purely professionals

F500; SMB most active

Morphed from Job Board

Average age is 44

55% Male; 45% Female

75% Advanced degree

GraduateDegree

CollegeDegree

None

75%

LinkedIn User

Source: LinkedIn

Page 12: Giving for Good Planned Giving Council€¦ · User since 2003 –2008 User since 2008 –2012 User since 2013 –present Quick Poll: LinkedIn with PGC of PBC 5

Strengthen Your

Professional Profile

Build& Engage Your

Network

Build Your Organization’s

Brand

The Basics defined

12

Page 13: Giving for Good Planned Giving Council€¦ · User since 2003 –2008 User since 2008 –2012 User since 2013 –present Quick Poll: LinkedIn with PGC of PBC 5

Optimize Your Professional Brand

Page 14: Giving for Good Planned Giving Council€¦ · User since 2003 –2008 User since 2008 –2012 User since 2013 –present Quick Poll: LinkedIn with PGC of PBC 5

14

1Headline

2Summary

3Experience

101 Basics – LinkedIn profile

Page 15: Giving for Good Planned Giving Council€¦ · User since 2003 –2008 User since 2008 –2012 User since 2013 –present Quick Poll: LinkedIn with PGC of PBC 5

ORGANIZATION NAME

101 Basics

Page 16: Giving for Good Planned Giving Council€¦ · User since 2003 –2008 User since 2008 –2012 User since 2013 –present Quick Poll: LinkedIn with PGC of PBC 5

ORGANIZATION NAME 16

Page 17: Giving for Good Planned Giving Council€¦ · User since 2003 –2008 User since 2008 –2012 User since 2013 –present Quick Poll: LinkedIn with PGC of PBC 5

#1

#2

#3

(crucial)

Page 18: Giving for Good Planned Giving Council€¦ · User since 2003 –2008 User since 2008 –2012 User since 2013 –present Quick Poll: LinkedIn with PGC of PBC 5

ORGANIZATION NAME 18

What I do = Social Media

What results you get = Helping You Find Extraordinary Prospecting Results

Bonus = and Warm Referrals

Page 19: Giving for Good Planned Giving Council€¦ · User since 2003 –2008 User since 2008 –2012 User since 2013 –present Quick Poll: LinkedIn with PGC of PBC 5

19

Profile: 101 Basics

Adding a photo makes

your profile 11x more

likely to be viewed

Page 20: Giving for Good Planned Giving Council€¦ · User since 2003 –2008 User since 2008 –2012 User since 2013 –present Quick Poll: LinkedIn with PGC of PBC 5

20

Profile: 101 Basics

Writing

Headline Samples

Funding Biotechnology’s

Future through External

Partnerships

Combatting Human

Trafficking for Once and

For All with Legacy Giving

Page 21: Giving for Good Planned Giving Council€¦ · User since 2003 –2008 User since 2008 –2012 User since 2013 –present Quick Poll: LinkedIn with PGC of PBC 5

21

Profile: 101 Basics

Write a summary as your

personal mission

Experience: what you’ve

accomplished

Page 22: Giving for Good Planned Giving Council€¦ · User since 2003 –2008 User since 2008 –2012 User since 2013 –present Quick Poll: LinkedIn with PGC of PBC 5

22

1Connect with Volunteers

2Engage Board

Members

3Recruit Donors

& Legacy Givers

Build your network strategically

Page 23: Giving for Good Planned Giving Council€¦ · User since 2003 –2008 User since 2008 –2012 User since 2013 –present Quick Poll: LinkedIn with PGC of PBC 5

Your LinkedIn network

Your Account

Page 24: Giving for Good Planned Giving Council€¦ · User since 2003 –2008 User since 2008 –2012 User since 2013 –present Quick Poll: LinkedIn with PGC of PBC 5

The power of your network

FriendColleagueAttorneyClient

Your Account

Page 25: Giving for Good Planned Giving Council€¦ · User since 2003 –2008 User since 2008 –2012 User since 2013 –present Quick Poll: LinkedIn with PGC of PBC 5

The power of your network

FriendColleagueAttorneyClient

COI ProspectProspectCOI

Your Account

COI ProspectProspectCOI COI ProspectProspectCOI COI ProspectProspectCOI

© 2012 The Oechsli Institute. All Rights Reserved.

Page 26: Giving for Good Planned Giving Council€¦ · User since 2003 –2008 User since 2008 –2012 User since 2013 –present Quick Poll: LinkedIn with PGC of PBC 5

The power of your network

FriendColleagueAttorneyClient

COI ProspectProspectCOI

Your Account

COI ProspectProspectCOI COI ProspectProspectCOI COI ProspectProspectCOI

3rd

Degree

3rd

Degree

3rd

Degree

3rd

Degree

3rd

Degree

3rd

Degree

3rd

Degree

3rd

Degree

3rd

Degree

3rd

Degree

3rd

Degree

3rd

Degree

3rd

Degree

3rd

Degree

3rd

Degree

3rd

Degree

3rd

Degree

3rd

Degree

3rd

Degree

3rd

Degree

3rd

Degree

3rd

Degree

3rd

Degree

3rd

Degree

© 2012 The Oechsli Institute. All Rights Reserved.

Page 28: Giving for Good Planned Giving Council€¦ · User since 2003 –2008 User since 2008 –2012 User since 2013 –present Quick Poll: LinkedIn with PGC of PBC 5

2828

Industry Connectedness 1stDegree CXO Connections

Network: Get access to new philanthropic donors by

joining groups

Page 29: Giving for Good Planned Giving Council€¦ · User since 2003 –2008 User since 2008 –2012 User since 2013 –present Quick Poll: LinkedIn with PGC of PBC 5

29

Network: Get into the conversation by sharing and

commenting on interesting content

29

Page 30: Giving for Good Planned Giving Council€¦ · User since 2003 –2008 User since 2008 –2012 User since 2013 –present Quick Poll: LinkedIn with PGC of PBC 5

Basics 201 Elevating Awareness of Your NonProfit

Page 31: Giving for Good Planned Giving Council€¦ · User since 2003 –2008 User since 2008 –2012 User since 2013 –present Quick Poll: LinkedIn with PGC of PBC 5

31

1Create a

‘Company’ Page for your Non

Profit

3Leverage

Networks to Find

Members and

Volunteers

Basics 201 Build your online community – and use it wisely

2Connect with

Volunteers, Board

Members

Page 32: Giving for Good Planned Giving Council€¦ · User since 2003 –2008 User since 2008 –2012 User since 2013 –present Quick Poll: LinkedIn with PGC of PBC 5

We have a Company page.

We do. But could use some work.

We don’t have a Company page.

Quick Poll:

LinkedIn with PGC of PBC

32

Page 33: Giving for Good Planned Giving Council€¦ · User since 2003 –2008 User since 2008 –2012 User since 2013 –present Quick Poll: LinkedIn with PGC of PBC 5

33

Company Page: First, add or claim your company page

Page 34: Giving for Good Planned Giving Council€¦ · User since 2003 –2008 User since 2008 –2012 User since 2013 –present Quick Poll: LinkedIn with PGC of PBC 5

34

Company Page: Make it come alive by adding a logo, photos, and compelling content

Be sure to add your logo so

people can easily find & recognize

your organization.

Page 35: Giving for Good Planned Giving Council€¦ · User since 2003 –2008 User since 2008 –2012 User since 2013 –present Quick Poll: LinkedIn with PGC of PBC 5

35

Page 36: Giving for Good Planned Giving Council€¦ · User since 2003 –2008 User since 2008 –2012 User since 2013 –present Quick Poll: LinkedIn with PGC of PBC 5

36

Company Page: A great nonprofit company page is inspiring, informative, alive

Over 165k nonprofits have a

company page on LinkedIn

Page 37: Giving for Good Planned Giving Council€¦ · User since 2003 –2008 User since 2008 –2012 User since 2013 –present Quick Poll: LinkedIn with PGC of PBC 5

We use LI for brand awareness.

We use LI for blogging.

We recruit for donations.

Quick Poll:

LinkedIn with PGC of PBC

37

Page 38: Giving for Good Planned Giving Council€¦ · User since 2003 –2008 User since 2008 –2012 User since 2013 –present Quick Poll: LinkedIn with PGC of PBC 5

Basics 301 Advanced Use (planned giving)

Page 39: Giving for Good Planned Giving Council€¦ · User since 2003 –2008 User since 2008 –2012 User since 2013 –present Quick Poll: LinkedIn with PGC of PBC 5

39

“A blog is probably

the most effective

way to drive

potential clients to

your (virtual) door.”

Page 40: Giving for Good Planned Giving Council€¦ · User since 2003 –2008 User since 2008 –2012 User since 2013 –present Quick Poll: LinkedIn with PGC of PBC 5

40

Blog:

Create a

“Ask”

Page 41: Giving for Good Planned Giving Council€¦ · User since 2003 –2008 User since 2008 –2012 User since 2013 –present Quick Poll: LinkedIn with PGC of PBC 5

Cost-Effective Campaign options

Page 43: Giving for Good Planned Giving Council€¦ · User since 2003 –2008 User since 2008 –2012 User since 2013 –present Quick Poll: LinkedIn with PGC of PBC 5

43

Encourage your supporters and staff to ‘Follow’ &

add your organization to their profiles

Page 44: Giving for Good Planned Giving Council€¦ · User since 2003 –2008 User since 2008 –2012 User since 2013 –present Quick Poll: LinkedIn with PGC of PBC 5

44

Basics 301: Recruit And Target, Target, Target professionals

1. Click on Advanced

Search

2. Select whom you’re

looking for

3. Get even more specific

to find the perfect

matches

Page 45: Giving for Good Planned Giving Council€¦ · User since 2003 –2008 User since 2008 –2012 User since 2013 –present Quick Poll: LinkedIn with PGC of PBC 5

PGC Takeaways Basics 101 Basics 201 Basics 301

Optimize

profile

Optimize

Company Page

Advanced

Make

connections

Add visuals Branding

Post updates Announce

Events

Recruiting

Thought

Leadership

Social

Fundraising

Blog

Page 46: Giving for Good Planned Giving Council€¦ · User since 2003 –2008 User since 2008 –2012 User since 2013 –present Quick Poll: LinkedIn with PGC of PBC 5

Your titleWhat We Do – D. B. Wienke

Blog

Specif

ic

Request

s

Optimize Profiles, Pages

Campaigns

Page 47: Giving for Good Planned Giving Council€¦ · User since 2003 –2008 User since 2008 –2012 User since 2013 –present Quick Poll: LinkedIn with PGC of PBC 5

Every employee, volunteer, board involved.

Win big and be active.

Check list

Drive strategic partnerships.

Effective blogs

47

Social fundraising campaigns

Leverage connections into fundraising discussions.

Page 48: Giving for Good Planned Giving Council€¦ · User since 2003 –2008 User since 2008 –2012 User since 2013 –present Quick Poll: LinkedIn with PGC of PBC 5

Coaching sessions

for NPs who desire

to leverage

LinkedIn, my

workbook is

included150 pages