303
July 1, 2020 Keep Your Good Going: What’s Next for Fundraising

Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

  • Upload
    others

  • View
    1

  • Download
    0

Embed Size (px)

Citation preview

Page 1: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

J u l y 1 , 2 0 2 0

Ke e p Yo u r G o o d G o i n g :

W h a t ’s N ex t fo r F u n d ra i s i n g

Page 2: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Kimberly O’Donnell, CFRELead Fundraising Coach

Peter HartProduct Manager

YO U R P R E S E N T E R S

Page 3: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

3

AG E N DA

C U R R E N T S TAT E O F F U N D R A I S I N G

W H AT W E A R E S E E I N G / H E A R I N G

H O W T O F U L LY E N G A G E Y O U R

S U P P O R T E R S

Page 4: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

4

C U R R E N T S TAT E O F F U N D R A I S I N G

Page 5: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

C H A R I T I E S A N D D O N O R S A R E M I S A L I G N E D O N C O V I D - 1 9 G I V I N G

* D a t a f r o m e n d o f M a r c h , 2 0 2 0

5

Charities Expect Less Donations

• 80.5% of charities anticipate that their 2020 revenue will be lower than expected. Of charities predicting a decrease in revenue 2/3 of them predict a loss in revenue of up to 30%.

• Only 3.4% of charities said they expected revenue to increase. 4.2% estimated revenue would stay the same.

Donors Plan to Give More

• 83.3% of donors say they’ll give the same (about half of them) or more (about 1/3 of them).

Data: BBB Wise Giving Alliance, 2020

Research and history tell us that your donors are supporting other charities right now. Invite them to

contribute to your organization, too

Page 6: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

F u n d r a i s i n g T h e o r y M a ke s

S e n s eB U T

We R e a l l y D o n ’ t K n o w W h a t W i l l

H a p p e n

6

Source: The Better Fundraising Company and Jeff Brooks Fundraising in a Pandemic

and Economic Downturn: What Will Happen, How You Can Succeed, April 2020

Page 7: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

W H AT F U N D R A I S E R S A R E S AY I N GA F P C O R O N AV I R U S R E S P O N S E S U R V E Y

M a y 2 0 2 0

• For rest of 2020: 56% expect decreases in giving (21% expect an increase; 23% expect to maintain)

• For 2021: 72% expect reduced giving (12% expect an increase; 16% expect to maintain)

• Human service and large charities expect to do best

• Nearly 50% are increasing fundraising activities now by focusing on donor retention and stewardship. Leveraging online and technology tools were also popular (social media, online and virtual events, and email).

• 64% have cancelled at least one event; 24% have cancelled three or more events—many have switched to virtual events

• 90% are working from home

• 20% of organizations have had to lay off staff

7Source: AFP Coronavirus Response Survey, 2020

Page 8: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

8

D I R EC T S E RV I C E S

A L L O R G A N I Z AT I O N S S H O U L D B E F U N D R A I S I N G

I N D I R EC T S E RV I C E S

Page 9: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

MA JORITY SEES NORMALIZATION IN 6 -12 MONTHS

Source: Network for Good, 6/20/20

Page 10: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

HERE’S WHAT’S REALLY HAPPENING

Online Donations: 3/8 – 6/21

Mid-April Giving Peak

Giving Tuesday Now

-1%

50% 50%

90% 84%

151%132%

80%

200%

52%

86%

40% 35%57%

68%44%

-50%

0%

50%

100%

150%

200%

250%

Wee

k 0

3/8

-3/1

4

Wee

k 1

3/1

5-3

/21

Wee

k 2

3/2

2-3

/28

Wee

k 3

3/2

9-4

/4

Wee

k 4

4/5

-4/1

1

Wee

k 5

4/12

-4/1

8

Wee

k 6

4/1

9-4

/25

Wee

k 7

4/2

6-5

/2

Wee

k 8

5/3

-5/9

Wee

k 9

5/1

0-5

/16

Wee

k 1

05/

17

-5/2

3

Wee

k 1

15/

24

-5/3

0

Wee

k 1

25/

31

-6/6

Wee

k 1

36/

7-6

/13

Wee

k 1

46/

14

-6/2

0

Wee

k 1

56/

21

-6/2

7

Source: Network for Good, 6/29/20

Page 11: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

W h a t Pe r s o n a l F u n d ra i s i n g C o a c h e s a r e H e a r i n g

Perception of giving depends on own

behavior

11

Some organizations cancelled events and

stopped asking for gifts. They plan to make up the loss through foundation grants/long-time major

donors

Capital campaigns down and/or on hold

New, small nonprofits considering closure or

mergers

Some fundraisers are affected by the changing

times and don’t feel up to fundraising

Those who fully embrace the change (using text to

give, video, etc.) are beating budgeted goals

and attracting millennials

Page 12: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

WHAT NONPROFITS ARE DOING WHILE THEY WAIT FOR NORMALIZATION:

• New finding: Youth-focused nonprofits are preparing to open or looking for other fundraising opportunities

• Put safety precautions in place in anticipation of reopening

• Apply for relief loans and grants

• Contingency planning, streamlining, and adjusting original plans

• Looking for opportunities to cut costs

1

2

3

4

5

Page 13: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

13

H O W T O F U L LY E N G A G E YO U R S U P P O R T E R S

Page 14: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

14

D O : C O M M U N I C AT E R E G U L A R LY W I T H YO U R D O N O R S A N D P R O S P E C T S T H R O U G H M U LT I P L E C H A N N E L S

Page 15: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

15

1. Focus heavily on fundraising AND engaging—

every single charity should be communicating

right now

2. Meet the moment where it is at

• Audit your budget and expenses; scale back

where you can

3. Display transparency and connectedness—

keep the momentum going through multi-

channel engagement (email, direct mail, social,

video, text, etc.), balancing soft/hard donation

asks

4. Be ethical and stay informed on what other

nonprofits are doing

WHAT SMALL NONPROFITS

SHOULD DO NOW

Page 16: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

R E F R E S H YO U R P L A N :

Map out your communications themes, messaging cadence and fundraising strategy:

• Plan for uncertainty

• Do more than previously

• Use multiple channels—social, video and text

• Leverage stakeholders—board, service recipients, donors, etc.

• Engage vs. report: check in, use surveys ask questions

• Manage leadership expectations on what is possible

16

Think about the donor life cycle and how you want the experience

to feel for the donor

Page 17: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

17

Engage & Nurture

Ask

Thank

Report Impact

Repeat

DESIGN A 2020 FUNDRAISING ENGAGEMENT PLAN

2) Ask for subscription gifts to sustain your

organization and build awareness for planned

gifts

1) Daily/Weekly storytelling across multiple channels—especially video, text and

social (board and volunteers, too)

3) Thank often and unexpectedly and

showcase on social

4) Use compelling visuals: storytelling, infographics,

webinars/live sessions

5) Do not stop interacting with your donors and

supporters—for the rest of the year

Everyday Best Practices

COVID-19 Best Practices

Page 18: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

YOUR KEY COVID-19 FUNDRAISING SOFTWARE TOOLS

18

• Video• Text• Email—start with templates• Snail mail• Phone• Contact segmentation• Forms to collect more contact information• Surveys to confirm/better understand individual areas of

interest• Groups to further define your key supporters• Customizable donation pages• Customizable event pages (for virtual events, too)• Webinars, trainings that focus on TODAY’S best practices

• Collect & organize data

• Use data-driven decision making

• Build your case for your board

• Try new communication tools

Page 19: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

19

A L L I N O N E S I M P L E , S M A R T F U N D R A I S I N G S O F T W A R E

B Y N E T W O R K F O R G O O D

Page 20: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

20

TA K E A C T I O N O N V A L U A B L E R E A L - T I M E I N S I G H T S

Page 21: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

21

B U I LT - I N C O M M U N I C AT I O N S

Page 22: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

22

G I V I N G PA G E S + P 2 P C A M PA I G N S + E V E N T T I C K E T I N G

Page 23: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

23

A L L G I V I N G D ATA I N O N E P L A C E

Page 24: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

24

Q U I C K , P E R S O N A L I Z E D A C K N O W L E D G E M E N T S

Page 25: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

25

A S FA C E T O FA C E A S Y O U C A N G E T

Page 26: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

26

H AV E C O N F I D E N C E I N Y O U R C O N TA C T D ATA

Page 27: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

27

H O W N E T W O R K F O R G O O D ' S S I M P L E S M A R T F U N D R A I S I N G S O F T WA R E C A N H E L P

Page 28: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

28

J O I N U S F O R O U R “ N E W N O R M A L” W E B I N A R S E R I E S

Page 29: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

We’re Here for You:Upcoming “New Normal” Webinars

7/8—Prospecting for new supporters

7/15—Virtual storytelling and engaging

7/22—Donor acknowledgements

7/29—Planned giving

29

Page 30: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

30

OUR CUSTOMER, JAMYLE CANNON, FOUNDER AND EXECUTIVE

DIRECTOR OF THE BLOC CHICAGO IS SEEN HERE IN A VIDEO

ACKNOWLEDGEMENT HE CREATED USING OUR SIMPLE, SMART

FUNDRAISING SOFTWARE

SEND US YOUR QUESTIONS!

Page 31: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email
Page 32: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email
Page 33: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

THOUGHTS, FEELINGS, STRATEGIES, AND DATA FROM OVER 2,700 SMALL NONPROFITS.SMALLNONPROFITBENCHMARK.COM

Page 34: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Agenda

• Why do the study?

• Snapshot of small nonprofit

fundraising

• Key findings & how small

nonprofits can improve their

fundraising

• Questions & discussion

Today

Page 35: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Agenda

• Why do the study?

• Snapshot of small nonprofit

fundraising

• Key findings & how small

nonprofits can improve their

fundraising

• Questions & discussion

Caveats

• Unless I say otherwise, I’m talking about small nonprofits

• Small does not mean bad, big does not mean good

• No judgement, just optimization

• Some of the key findings may seem repetitive but until things change they bear repeating

• Focused on online and direct response (no grants, major gifts, etc.)

Today

Page 36: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

QUESTIONS PLEASE

[email protected]

linkedin.com/in/bradyjosephson

Page 37: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Why do the study?

The Small Nonprofit Fundraising Benchmark Study

Page 38: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

The need.

Page 39: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

What It Can Feel Like…

Page 40: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

I Know!

Page 41: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

1. How am I doing?

2. How do I compare?

Page 42: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

@bradyjosephson

Forensic research What

Do

Organizations?

APPLIED researchWhat Do People Do?

ACADEMIC researchWhat Could/Should People Do?

Page 43: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

CORONAVIRUS NONPROFIT FUNDRAISING RESPONSE TOOL.NEXTAFTER.COM/NONPROFIT-CORONAVIRUS-RESPONSE/NEXTAFTER.COM/CANADIAN-CHARITY-COVID19-RESPONSE/

Page 44: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Keep it simple and start by

looking at 3 key metrics.

Page 45: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Each one of these metrics influences the

most important metric: revenue.

ConversionRate

Page 46: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

The problem.

Page 47: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

ORGANIZATION FCORM Metrics Compared to Overall Benchmark

Page 48: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

ORGANIZATION Compared to <5,000 Visit Traffic Segment

Page 49: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

ORGNAIZATION Compared to <5,000 Visit Traffic Segment AND Christian Ministries

Page 50: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Who You Compare Yourself With Matters for Performance and Strategy

NOT THIS BUT THIS

Page 51: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Other Great Benchmarks

Page 52: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Other Great Benchmarks

Page 53: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Online Revenue AttributionThe best and easiest indicator of channel value is revenue, but very few organizations (all sizes) have Google Analytics Ecommerce set up

and set up properly.

Page 54: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

The idea.

Page 55: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

THOUGHTS, FEELINGS, STRATEGIES, AND DATA FROM OVER 2,700 SMALL NONPROFITS.SMALLNONPROFITBENCHMARK.COM

Page 56: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

How are small nonprofit's feeling?

• Survey responses from 1222

people, 926 were from ‘small’

nonprofits

• Responses from early February to

early March 2020

• “Small” defined as <$1M total

revenue

How are small nonprofit’s doing?

• Actual data from 2832 Network for

Good customers, 1865 were ‘small’

nonprofits

• Data is calendar year (Jan – Dec)

and covers 2017, 2018, 2019

• Median total revenue from IRS for

“small” was $100k - $500k

Collect Data Specific to Nonprofits <$1M

Page 57: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

How are small nonprofit's feeling

compared to big nonprofits?

• Survey responses from 1222

people, 926 were from ‘small’

nonprofits (296 were ‘big’)

• Responses from early February to

early March 2020

• “Small” defined as <$1M total

revenue

How are small nonprofit’s doing

compared to big nonprofits?

• Actual data from 2832 Network for

Good customers, 1865 were ‘small’

nonprofits (967 were ‘big’)

• Data is calendar year (Jan – Dec)

and covers 2017, 2018, 2019

• Median total revenue from IRS for

“small” was $100k - $500k

Collect Data Specific to Nonprofits <$1M

Page 58: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Where is the data coming from?

The Small Nonprofit Fundraising Benchmark Study

Page 59: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Who Took the Survey (size range)

0

50

100

150

200

250

300

350

400

450

500

$0 - $100,000 $100,000 - $300,000 $300,000 - $500,000 $500,000 to $1M

Page 60: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Who Took the Survey (size range)

0

50

100

150

200

250

300

350

400

450

500

$0 - $100,000 $100,000 - $300,000 $300,000 - $500,000 $500,000 to $1M

66% of respondents in the

survey work for organizations

with a budget of less than

$300k.

Page 61: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Who Took the Survey (role & tenure)

Role n = 926 Tenure n = 734

Executive Practitioner Manager

Board Member Other Everything

Less than 1 Year 1 to 5 Years 5 to 10 Years

10 to 20 Years More than 20 Years

Page 62: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Who Took the Survey (role & tenure)

Role n = 926 Tenure n = 734

Executive Practitioner Manager

Board Member Other Everything

Less than 1 Year 1 to 5 Years 5 to 10 Years

10 to 20 Years More than 20 Years

Almost half (48%) of all survey

respondents were executives.

Page 63: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

0

100

200

300

400

500

600

0 - 2 3 - 5 6 - 9 10 - 24 25 - 49 50 - 149 150 -249 1000+

Who Took the Survey (FTEs)

62% of respondents in the

survey have less than 2 full

time staff.

Page 64: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Who Took the Survey (role & tenure)

Role n = 926 Tenure n = 734

Executive Practitioner Manager

Board Member Other Everything

Less than 1 Year 1 to 5 Years 5 to 10 Years

10 to 20 Years More than 20 Years

Just over half of survey

respondents (54%) have been

in their role 1 – 5 years.

Page 65: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Who Took the Survey (role & tenure)

Role n = 926 Tenure n = 734

Executive Practitioner Manager

Board Member Other Everything

Less than 1 Year 1 to 5 Years 5 to 10 Years

10 to 20 Years More than 20 Years

And 80% of survey respondents

have been in their role less than

5 years.

Page 66: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Who Took the Survey (vertical)

0

50

100

150

200

250

Not all verticals are equally represented.

Page 67: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Survey Data

• Cleaned responses on a question

by question basis

• Removed 0’s or outliers for just that

question but kept person in for other

questions

• All responses are self reported

Fundraising Data

• Organizations use Network for Good

as a CRM

• Received at least 1 donation in 2017,

2018, 2019

• Most values are median (middle) and

on a per organization basis

• Online includes PayPal, Square, etc.

and only what we KNOW was online

Where Is the Data Coming From?

Page 68: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Snapshot of small nonprofit fundraising.

The Small Nonprofit Fundraising Benchmark Study

Page 69: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Small nonprofits don’t feel like they are

being successful in their fundraising.

Page 70: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

0%

10%

20%

30%

40%

50%

60%

70%

Not Successful Successful Very Successful

% Small % Big

How would you rate the success of digital fundraising?

61% of small nonprofits

thought their digital

fundraising was not successful

compared to 37% of big

nonprofits.

Page 71: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

0%

10%

20%

30%

40%

50%

60%

70%

80%

Not successful Successful Very successful

% Small % Big

How would you rate the success of direct mail fundraising?

Only 33% of small nonprofits

thought their direct mail

fundraising was ”successful” or

“very successful” compared to

64% of big nonprofits.

Page 72: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

0%

10%

20%

30%

40%

50%

60%

70%

Not Successful Successful Very Successful

% Small % Big

How would you rate the success of your year-end campaign?

Big nonprofits thought their

year-end fundraising was

“successful” almost twice as

often (71% vs. 38%)

Page 73: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

For online fundraising, people working at

small nonprofits feel like beginners.

Page 74: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

What level of expertise do you have in online fundraising?

0%

10%

20%

30%

40%

50%

60%

70%

Beginner Intermediate Expert None

% Small % Big

50% of small nonprofit

respondents said they were

‘beginner’ when it came to

online fundraising.

Page 75: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

And small nonprofits don’t get as much

professional development investment.

Page 76: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

What is your approximate professional development budget?

0%

5%

10%

15%

20%

25%

30%

35%

40%

45%

<$500 $500 - $1,000 >$1000 None

% Small % Big

The biggest difference in professional

development was the likelihood for large

nonprofits to have it at all compared to small

nonprofits (almost 5x)

Page 77: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Overall, when it comes to online

fundraising, small nonprofits aren’t

(usually) raising a lot of money.

Page 78: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

The average small nonprofit raised

$4,100 online in 2019.

ConversionRate

Page 79: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Small Nonprofits Fundraising Snapshot

• Small nonprofits feel like they aren’t succeeding

• Small nonprofits have less expertise in online fundraising

• Small nonprofits have smaller professional development budgets (if they have one

at all)

• Small nonprofits aren’t raising a lot of money online

Page 80: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

It’s not all bleak…

Page 81: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

104Donors

54%Online*

13%Recurring

49%Retention

Overall 2019

* at least

+21%+48%-15% +2%

Page 82: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Key findings & how small nonprofits can improve their fundraising.

The Small Nonprofit Fundraising Benchmark Study

Page 83: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Small nonprofits don’t generate

a lot of traffic to their websites.

Page 84: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

The average small nonprofit raised

$4,100 online in 2019.

ConversionRate

WHY?

Page 85: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

2010Traffic

37Gifts

1.8%Conversion

Rate

$110.81Avg Gift

3 Key Online Fundraising

Metrics in 2019

-714%+157%-2036% -82%

Page 86: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Why is this important?

Page 87: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Keep it simple and start by

looking at 3 key metrics.

Page 88: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Experiment #1698ORIGINAL

CHALLENGER

190%In Donations

Page 89: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Earn It

• Organic SEO

• Direct (media, mentions)

• Email

• Social

Buy It

• Paid SEO

• Paid media

• List swaps & rentals

• Paid social

How To Get Traffic?

Page 90: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

The average small nonprofit spends

$1,000 on online advertising in a year.

Page 91: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Only 10% of small nonprofits have the

Google Ad Grant.

Page 92: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Grow Your Traffic Checklist

❑ Is it easy for people to find where to give on your website?

❑ How can you get more people to your website and then to your donation page?

❑ Do you have a Google Ad Grant?

❑ Consider outsourcing the management of it to take full advantage (or at least set up)

❑ Are you using any paid advertising to drive traffic with a purpose?

❑ Paid ads cost, yes, but you can be specific and attract the right people to your site

❑Consider using ads to drive to content that requires an email as opposed to newsletter or

donation

Page 93: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Small nonprofits send fewer emails

to fewer people.

Page 94: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

How large is your email list?

0%5%

10%15%20%25%30%35%40%45%50%

I don't

know/We

don't have

an email

list

1 to 500 500 to

1000

1000 to

2500

2500 to

5000

5000 to

10000

10000 to

50000

50000 to

100000

100000 to

500000

500000 to

1000000

1000000+

% Small % Big

Page 95: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

How large is your email list?

0%5%

10%15%20%25%30%35%40%45%50%

I don't

know/We

don't have

an email

list

1 to 500 500 to

1000

1000 to

2500

2500 to

5000

5000 to

10000

10000 to

50000

50000 to

100000

100000 to

500000

500000 to

1000000

1000000+

% Small % Big

60% of small nonprofits have

less than 1,000 emails on their

list.

Page 96: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

How often do you email your list?

0%

10%

20%

30%

40%

50%

60%

70%

I don't know/We don't

send emails

Once per month 2-3 times per month Once per week 4 or more times a

month

% Small % Big

Page 97: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

How often do you email your list?

0%

10%

20%

30%

40%

50%

60%

70%

I don't know/We don't

send emails

Once per month 2-3 times per month Once per week 4 or more times a

month

% Small % Big

82% of small nonprofits email

their list less than once per

month.

Page 98: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Why is this important?

Page 99: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Generally speaking… the more (good)

emails you send to more (engaged)

people the more money you’ll raise

online.

Page 100: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

2019 Gifts & Conversion Rate by Channel

0

100000

200000

300000

400000

500000

600000

Direct Organic Search Email Paid Search Referral Social Paid Social

Gifts

Page 101: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

2019 Gifts & Conversion Rate by Channel

0.00%

0.50%

1.00%

1.50%

2.00%

2.50%

3.00%

3.50%

0

100000

200000

300000

400000

500000

600000

Direct Organic Search Email Paid Search Referral Social Paid Social

Gifts Conversion Rate

Page 102: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

But it’s not just about asking.

Page 103: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

How Increasing Cultivation Impacts Revenue

CONTROL TREATMENT

* Revenue increase has 98% LoC but has not yet reached statistically significant sample size

80%In Avg. Engagement

8.1%In Donors

21%In Revenue*

Page 104: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Or just about online.

Page 105: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Source: Analysis of 20 U.S. nonprofit organizations across verticals including faith, education, politics/advocacy, and health/human services

Average Revenue per Donor by Channel Cohort

$159

$301

$148

$494

$0

$100

$200

$300

$400

$500

$600

Offline Only Offline w/ Valid Email Online Only Multichannel

Page 106: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Source: Analysis of 20 U.S. nonprofit organizations across verticals including faith, education, politics/advocacy, and health/human services

Average Revenue per Donor by Channel Cohort

$159

$301

$148

$494

$0

$100

$200

$300

$400

$500

$600

Offline Only Offline w/ Valid Email Online Only Multichannel

Offline only donors who just receive emails

are worth 90% more than offline online

donors who do not.

Page 107: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Oh and also…

• ONE MORE THING

Page 108: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

2019 Website Visits by Channel

0

10000000

20000000

30000000

40000000

50000000

60000000

70000000

80000000

90000000

100000000

Email Organic Search Direct Social Referral Paid Search Paid Social

Email was the largest driver of

website traffic.

Page 109: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Email Checklist

❑ Are you collecting emails online, offline, and wherever possible?

❑ Get a clear opt-in and send at least 1 welcome email to keep good email list hygene

❑ Are you offering something of value or positioning your newsletter in a value oriented

way in exchange for people’s emails?

❑ Why should I sign up for your email list as opposed to another one or not at all?

❑ Are you sending out emails frequently to engage, provide updates, and report on

impact (not just ask)?

❑ Consider sending more emails with fewer things in them for people to read or do

Page 110: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

A multi-channel fundraising strategy is

almost non-existent among small nonprofits.

Page 111: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Do you take a multi-channel approach with direct mail donors (meaning you communicate to both online and offline donors in other channels)?

• No

• Yes, we send email communication to direct mail donors AND we send direct mail

to online donors

• Yes, we send email communication to direct mail donors

• Yes, we send direct mail to online donors

• I don't know

Page 112: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Do you take a multi-channel approach with direct mail donors (meaning you communicate to both online and offline donors in other channels)?

0%

10%

20%

30%

40%

50%

60%

No Yes, we send email

communication to direct mail

donors AND we send direct mail

to online donors

Yes, we send email

communication to direct mail

donors

Yes, we send direct mail to

online donors

% Small % Big

Page 113: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Do you take a multi-channel approach with direct mail donors (meaning you communicate to both online and offline donors in other channels)?

14% of small nonprofits said “I don’t know” and 6% of big nonprofits said “I don’t know”

0%

10%

20%

30%

40%

50%

60%

No Yes, we send email

communication to direct mail

donors AND we send direct mail

to online donors

Yes, we send email

communication to direct mail

donors

Yes, we send direct mail to

online donors

% Small % Big

17% of small nonprofits send

emails to direct mail donors.

Page 114: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Source: Analysis of 20 U.S. nonprofit organizations across verticals including faith, education, politics/advocacy, and health/human services

Average Revenue per Donor by Channel Cohort

$159

$301

$148

$494

$0

$100

$200

$300

$400

$500

$600

Offline Only Offline w/ Valid Email Online Only Multichannel

Offline only donors who just receive emails

are worth 90% more than offline online

donors who do not.

Page 115: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Do you take a multi-channel approach with direct mail donors (meaning you communicate to both online and offline donors in other channels)?

14% of small nonprofits said “I don’t know” and 6% of big nonprofits said “I don’t know”

0%

10%

20%

30%

40%

50%

60%

No Yes, we send email

communication to direct mail

donors AND we send direct mail

to online donors

Yes, we send email

communication to direct mail

donors

Yes, we send direct mail to

online donors

% Small % Big

3% of small nonprofits send

emails to direct mail donors.

Page 116: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Likelihood to Become a Multi-Channel Donor by Cohort

OFFLINE TO MULTI-CHANNEL

OFFLINE W/ EMAIL TO MULTI-CHANNEL

Source: One NextAfter client

ONLNE TO MUTLI-CHANNEL

2.15%Multi-Channel Conversion Rate

0.47%Multi-Channel Conversion Rate

9.32%Multi-Channel Conversion Rate

1883%In Multi-Channel

Conversion Rate

Page 117: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Do you take a multi-channel approach with direct mail donors (meaning you communicate to both online and offline donors in other channels)?

14% of small nonprofits said “I don’t know” and 6% of big nonprofits said “I don’t know”

0%

10%

20%

30%

40%

50%

60%

No Yes, we send email

communication to direct mail

donors AND we send direct mail

to online donors

Yes, we send email

communication to direct mail

donors

Yes, we send direct mail to

online donors

% Small % Big

55% of small nonprofits don’t have a multi-

channel approach at all.

Page 118: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Do you take a multi-channel approach with direct mail donors (meaning you communicate to both online and offline donors in other channels)?

14% of small nonprofits said “I don’t know” and 6% of big nonprofits said “I don’t know”

0%

10%

20%

30%

40%

50%

60%

No Yes, we send email

communication to direct mail

donors AND we send direct mail

to online donors

Yes, we send email

communication to direct mail

donors

Yes, we send direct mail to

online donors

% Small % Big

Big nonprofits were 2x more

likely to have a “full” multi-

channel approach.

Page 119: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Source: Analysis of 20 U.S. nonprofit organizations across verticals including faith, education, politics/advocacy, and health/human services

Average Revenue per Donor by Channel Cohort

$159

$301

$148

$494

$0

$100

$200

$300

$400

$500

$600

Offline Only Offline w/ Valid Email Online Only Multichannel

Donors who give both online AND offline are

worth 234% more than online only donors

and 210% more than offline only donors.

Page 120: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Or so they say…

Page 121: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

We made offline donations to 120 nonprofits at the end of March and after 3 weeks, 101 of the checks have been cashed and 14 organizations have emailed us.

Page 122: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

What about size and

frequency of direct mail?

Page 123: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

How often do you mail your donors?

0%

5%

10%

15%

20%

25%

30%

35%

40%

45%

50%

I don't

know/We

don't have

a mailing

list

1 to 500 500 - 1000 1000 to

2500

2500 to

5000

5000 to

10000

10000 to

50000

50000 to

100000

100000 to

500000

500000 -

1000000

1000000+

% Small % Big

68% of small nonprofits have

direct mail lists less than 1000

people.

Page 124: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

89% of small nonprofits either don’t

know how often they send direct

mail or send less than twice a year.

Page 125: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

So… between email and direct mail, at most, a

donor to an average small nonprofit gets 14

touch points in a year for over 80% of small

nonprofits.

Page 126: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email
Page 127: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Multi-Channel Checklist

❑ Don’t assume that the channel they give in is the channel they want to get communications in and will respond in the future

❑ Try, ask, and test

❑ Try front-loading communications soon after a gift in multiple channels

❑ Focus on appreciation, impact of their gift, and how it’s making a difference

❑ Don’t shy away from an ask but make sure you thank and update first

❑ Send direct mail mail donors emails

❑ Try showing direct mail donors online ads

Page 128: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Recurring giving is valuable for

small nonprofits but underutilized.

Page 129: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

104Donors

54%Online*

13%Recurring

49%Retention

Overall 2019

* at least

+21%+48%-15% +2%

Survey respondents said

recurring giving only accounted

for 4% of their revenue.

Page 130: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

0.32%Email Conversion Rate

45.92%Bounce Rate

3:41Avg. Session Duration

1.72%Donor Conversion Rate

$35New

$43Retained

$40Recaptured

$42Overall Avg.

Gift

Recurring Giving By

Donor Type

Calculated by taking the median of the mean per organization.

Page 131: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

49%Overall

58%Repeat

42%One-Time

92%Recurring

Retention 2019

Page 132: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

49%Overall

58%Repeat

42%One-Time

92%Recurring

Retention 2019

Survey respondents said they

had a 50% recurring donor

retention rate.

Page 133: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

6 Year Value of 1,000 Donors

2017 Target Analytics donorCentrics Sustainer Summit

$0

$100,000

$200,000

$300,000

$400,000

$500,000

1 2 3 4 5 6

Sustainer Revenue Single Gift Revenue

Page 134: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

6 Year Value of 1,000 Donors

2017 Target Analytics donorCentrics Sustainer Summit

$0

$100,000

$200,000

$300,000

$400,000

$500,000

1 2 3 4 5 6

Sustainer Revenue Single Gift Revenue

Page 135: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Cumulative Revenue per 1,000 Donors After 5 Years

2017 Target Analytics donorCentrics Sustainer Summit

$0

$50,000

$100,000

$150,000

$200,000

$250,000

$300,000

Large Orgs Medium Orgs Small Orgs

One Time Recurring

RECURRING DONORS ARE EVEN

MORE VALUABLE FOR SMALL AND

MEDIUM SIZED ORGANIZATIONS.

Page 136: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

And yet…

Page 137: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Only 51% of small nonprofits have a

recurring giving program compared

to 78% of big nonprofits.

Page 138: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

donorCentrics Sustainer Summit

Page 139: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Sierra Club TestingDefaulting to Recurring Gift

CONTROL – ONE-TIME TREATMENT - MONTHLY

$200K to $1M

In Recurring Revenue

Over 2 Years

Page 140: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

How Communicating The Impact Of A Recurring Gift Can Increase Conversion With New VisitorsEXPERIMENT ID: #18659

CONTROL TREATMENT

48.4%In New Recurring Donors

Page 141: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Recurring Giving Checklist

❑ Make recurring a priority and focus for you and your team and then it will show in

your website, strategies and communications

❑ Set a goal, make a plan, and go for it

❑Make sure you give donors a reason to give monthly

❑ In your emails but also on your donation page itself

❑ Consider defaulting to monthly or use a strong ‘nudge’ on your donation page to

encourage more monthly giving

❑ Try to get direct debit or ACH giving set up if you can

Page 142: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Small nonprofits are less prepared to thank

donors and much less prepared to try and

win them back if/when they stop giving.

Page 143: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Do you have a stewardship or thank you plan or strategy? (This is a specific strategy and process to thank and communicate to donors after they have given.)

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

Yes No

% Small % Big

31% of small nonprofits do not

have a thanking or stewardship

plan.

Page 144: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

No Yes I don't know

% Small % Big

Do you have a lapse or reactivation plan or strategy? ( This is a specific strategy used to engage and get lapsed donors to give and give again.)

18% of small nonprofits have a

lapse prevention or reactivation

plan or strategy.

Page 145: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Why it matters.

Page 146: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Analysis of Thank You Calls Within 90 Days of 1st Gift

NO THANK-YOU CALL ONE THANK-YOU CALL

Source: “Do Thank-You Calls Increase Charitable Giving? Expert Forecasts and Field Experimental Evidence”, Samek & Longfield

8%In Donor Retention

100%In 2nd Gift Avg. Gift

203Days Quicker to

2nd Gift

Page 147: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email
Page 148: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

I don’t have time…

I don’t have money…

Page 149: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

@bradyjosephson

6 FUNDRAISING HACKS YOU CAN USE TO GROW REVENUE THIS YEARNEXTAFTER.COM/RESOURCES

Page 150: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Sly Broadcast + HubSpot + Zapier

Page 151: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

What do we say?

Page 152: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Source: Retention Fundraising and The Agitator

• Saying thank you is easy retention win #1.

• It should be timely and confirm the

donation was received

• Should focus on

• Why the gift is appreciated

• Why the gift matters and

• How the gift was put to work.

Page 153: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Thanking & Engagement Checklist

❑ Make sure donors are thanked well and more than once in the first few weeks

❑ Consider multi-channel (phone)

❑ Focus on the impact that their gift will make and how it is being put to use in

addition to your thanks

❑ Frame it in what the donor has done, not you

❑ Try front-loading communications soon after a gift in multiple channels

❑ Focus on appreciation, impact of their gift, and how it’s making a difference

Page 154: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Quick recap.

Page 155: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Key Findings Summary

1. Small nonprofits don’t generate a lot of traffic to their websites.

2. Small nonprofits send fewer emails to fewer people.

3. A multi-channel fundraising strategy is almost non-existent among small

nonprofits.

4. Recurring giving is valuable for small nonprofits but underutilized.

5. Small nonprofits are less prepared to thank donors and much less prepared to

try and win them back if/when they stop giving.

Page 156: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Key Findings Summary

1. Small nonprofits don’t generate a lot of traffic to their websites.

2. Small nonprofits send fewer emails to fewer people.

3. A multi-channel fundraising strategy is almost non-existent among small

nonprofits.

4. Recurring giving is valuable for small nonprofits but underutilized.

5. Small nonprofits are less prepared to thank donors and much less prepared to

try and win them back if/when they stop giving.

Page 157: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

What Can You Do Based on the Key Findings?

Page 158: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

QUESTIONS IN A MINUTE…

[email protected]

linkedin.com/in/bradyjosephson

Page 159: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Go deeper.

Page 160: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

The 2020 Small Nonprofit Fundraising Benchmark Report

Be the First to Get the Full Report

• Get all the data and stats

• See the key findings

• Access resources to help your fundraising

• And more!

smallnonprofitbenchmark.com

Page 161: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

TAKE AN ON-DEMAND ONLINE FUNDRAISING CERTIFICATION COURSE.COURSES.NEXTAFTER.COM

USE THE CODE “MIGHTY” BEFORE JULY 31 TO GET

50% OFF ANY COURSE.

Page 162: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

BECOME A MEMBER TO ACCESS ANY & ALL COURSES ALL YEAR (AND OTHER COOL THINGS).NEXTAFTER.COM/MEMBERSHIP

GET YOUR FIRST MONTH FREE AT

NEXTAFTER.COM/TRY

Page 163: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

THANKS AND GOOD LUCK!

Page 164: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

QUESTIONS PLEASE

[email protected]

linkedin.com/in/bradyjosephson

Page 165: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

FUNDRAISING

THROUGH FEAR AND

UNCERTAINTY

Network for Good

July 1 2020

Page 166: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

• Founder: Girlstart

• Featured on: Oprah,

• CNN, the Today Show

• What Rachel does: custom training, board retreats, online classes

Weaknesses: chips, queso

Rachel Muir, CFRE

@rachelmuir

[email protected]

Town crier for

donor love

Page 167: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

What Rachel does:

Workshops

Board retreats

Webinars

Keynotes

Coaching

All on fundraising……all virtual!

Lookbook -> www.rachelmuir.com/keynote

Online classes

Page 168: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Today’s slides -> www.rachelmuir.com/handouts

Page 169: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Fundraising in Uncertain Times

2

Why now is a great time to

ask Debunk

fundraising fears

What to

do now +

examples

Q&A

3 Tools to help you virtually

connect with donors

@rachelmuir Slides: www.rachelmuir.com/handouts

Page 170: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Today we’re going to…

Love on donorsOvercome doubts Fundraise bravely in turbulent waters

Get inspired

www.rachelmuir.com/handouts

Page 171: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Why now is a GREAT time to ask

@rachelmuir Facebook.com/RachelMuirFundraising

Page 172: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

3 phases of crisis fundraising

worklessraisemore.com/3-phases-in-crisis-fundraising

Page 173: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

7 reasons why now is time to ask

1. We are in “the bump” 2. Unless you ask people won't think you

need help.3. People WANT to help (purpose) 4. It feels good to give5. Giving combats feeling helplessness6. Many are financially healthy, some have more to give because of fewer expenses7. May get stimulus $ they don’t need

Page 174: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Worried about “Coronavirus fatigue”?

Type “yes” into chat IF you ever worried…

…you were sending too many appeals?

…you might offend a donor?

…your donor might say ‘no’?

Fact: your donor doesn’t open them all. Need proof? What’s your open rate?

Fact: you can’t make everyone happy all the time. You aren’t here to offend as few people as possible.

Fact: How much money does not asking raise? Guaranteed $0. Fact: “A cause will be hurt more by the people who would have said yes but weren’t asked than by those who say no.” Jerry Panas.

@rachelmuir www.rachelmuir.com

Page 175: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Drop-the-mic truth bombs

“The ask is not a one-day affair”

Misty McLaughlin, Jackson River

“Unless you've already seen a steep drop in

responsiveness to virus-related

fundraising, you should keep doing

it.”

Jeff Brooks, Future Fundraising

Now

“There is no evidence that frequency of

solicitation negatively impacts retention and

lifetime value.”

Roger Craver, The Agitator

Page 176: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

What do we know from prior disasters?

If you pull back and don’t

fundraise -> What

happens?

Page 177: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Don’t assume donors won’t support you.

Let them decide

for themselves!

Page 178: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Donating makes donors feel good

Page 179: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

“There is no “perfect moment” to raise money.

Difficult times emphasize the urgency and drama

of compelling needs.”

Jerry Panas

@rachelmuir Facebook.com/RachelMuirFundraising

Page 180: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Fact: In troubling times donors give more.

Page 181: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

“The more recently a donor has given to your

organization, the more likely they are to give again.”

Steven Screen, The Better Fundraising Blogwww.betterfundraising.com/blog

@rachelmuir Facebook.com/RachelMuirFundraising

Page 182: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Want a free review of your appeal?

www.worklessraisemore.com/appeals-and-newsletters

Page 183: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

How many fundraising appeals have you sent since

COVID-19 began?

None

1-3

4-5

6-8

9 or more

Tell us more about you…

Page 184: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Has the pandemic changed what donors want from us?

@rachelmuir Facebook.com/RachelMuirFundraising

Page 185: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Pre-coronavirus

donor wants

Page 186: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

“You value me and

need me more than

ever”

Page 187: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

3 basic psychological needs

Connectedness, autonomy (control) & competence (effectiveness)

Source: Dr. Jen Shang

Page 188: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Connectedness is primary human need

You make

donors feel

listened to,

cared for,

connected and

comforted.

Page 189: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

How should my messaging adapt?

1. You can help your donors feel connected right now.

2. Thank them for giving *now*

3. Share how you are innovating

Source: “What do donors think of giving now?” Blue Frog Fundraising

4. Show your donors they are valued

Page 190: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Thanking in time of Coronavirus

“I am especially thankful you chose to

make your gift now.

The fact that in a time that is so worrying

and stressful for everyone you chose to

think about others speaks volumes about

who you are.”

Page 191: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Donor centric monthly giving receipt

2x the you’s - Try this tool:

bloomerang.com/ahernaudit

Page 192: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

“Don’t (just) thank me for my gift.

Thank me for WHO I AM.”

Tom Ahern

@rachelmuir www.rachelmuir.com

Page 193: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Biggest fail is not connecting

Be human.Be real.Be helpful.Seek connection.

Page 194: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Study of 4,000 organizations

Virtual

Notes: “Personal emails” are distinct from mass emails. In other words, these users were sending

one email to one unique recipient.

SMS

open

rates avg

98%

Page 195: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Source Mark Phillips, Bluefrog Fundraising

Plan your communications cycle

$

Thank w/in 24-48 hours, be

warm, give donor credit (not

the org) tell them what gift

will do, show what a good

person they are.

Update is reporting back how the

gift helped. Thank them for meet

-ing the need. Tell them what an

imp part of the org they are..

Ask – > thank – > Report back

After you have completed this cycle

you can ask again. Not before!

Telephone town hall, behind the scenes

reports or updates, memo from CEO etc

Upgrade ask

Stewardship

Page 196: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

“Feel Good Friday”

Email a win donor

made possible

Every Friday

Soft ask

What has been the

response from donors?

They love it!

Page 197: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Ask. Thank. Report back.

Page 198: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Reporting back template

Page 199: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

What kind of post-gift communication do you give donors?

Give yourself 1 point for each you regularly send.

o Email thank you autoresponder

o Thank you letter

o Handwritten thank you card

o Thank you phone call

o Text message thanking them

o Video email thanking them

o An update in a letter reporting back on how their gift

helped (a week/month later)

o A new donor welcome kit

o A donor survey

o Telephone town hall invite

Tell us more about you…

Page 200: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Download at

RachelMuir.com/

DonorLove

Page 201: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

RACHEL’S STEWARDSHIP

GREATEST HITS

Page 202: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

RNLI Special message from Dave

www.rnli.org Watch: bit.ly/RNLIcrew

rnli.org/magazine/magazine-featured-list/2020/march/crew-members-look-out-for-each-other

Page 203: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Front Back

Page 204: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

EMAIL AUTORESPONDER

Pop a photo in your

email autoresponder!

Page 205: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Innovative digital tools to say thanks without licking a stamp

@rachelmuir www.rachelmuir.com

Page 206: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Digital tools to craft handwritten cards

Check out

Feltapp.com

Page 207: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Sample personalized stationary Feltapp.com

Feltapp.

com

@rachelmuir Facebook.com/RachelMuirFundraising

Page 208: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

www.PunkPost.com

Page 209: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

www.PunkPost.com

Page 210: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

TEXT IS GREAT FOR STEWARDSHIP

Page 211: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

WHY TEXT STEWARDSHIP?

Textology.com

1) New iOS 13 feature “Silence Unknown

Callers”

2) SMS open rates average 98%

3) Replies can go to your email inbox and

you can answer them there – as a text

reply

Page 212: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Check in texts

Textology.co

Page 213: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

WWW.TEXTOLOGY.CO

Get a free 30 day trial

at Textology.co

Page 214: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Download at

RachelMuir.com/

DonorLove

Page 215: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Questions?

Page 216: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

▪ How can I convert more gifts?

▪ How can I survive and thrive through this crisis?

▪ How can I deepen donor relationships?

▪ How do I get my board to help?

▪ How do I prioritize?

Fundraising was challenging already

www.leagueofextraordinaryfundraisers.com

Is this you?

Page 217: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Want coaching from Rachel?

LeagueofExtraordinaryFundraisers.com

Page 218: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

www.LeagueofExtraordinaryFundraisers.com

Live workshop & done-for-you workbook each month

Page 219: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Immediate access to past workshops

www.LeagueofExtraordinaryFundraisers.com

Page 220: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Thank you!

[email protected]

www.rachelmuir.com

Follow me

@rachelmuir

Slides: chelmuir.com/handouts Grab today’s slides

www.rachelmuir.com/handouts

Want help? LeagueofExtraordinaryFundraisers.com

Facebook.com/RachelMuirFundraising

Page 221: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Boosting Your Team’s Morale While Creating A

Virtual Workplace Culture: When Your Couch is

Your Water Cooler

Meico Marquette Whitlock

@amindfultechie

Beth Kanter

@kanter

Page 222: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email
Page 223: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

WHAT COVID-19 FELT LIKE

Page 224: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

How is your work life now compared to

before COVID-19?

✓ Easier

✓ Same as before

✓ More difficult

Poll

Page 225: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

On a scale of 1-5, how much have you felt

uncertainty?

1- None to 5 – Off the charts

Poll

Page 226: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

The Impact of COVID-19

Page 227: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email
Page 228: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email
Page 229: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

SHOCK I am unsure of the future

I am unsure of information

I am afraid of losing loved ones or my job

ADAPTATION I ask for support when needed

I engage in something meaningful to me or others

I anchor myself in the present moment

EVOLUTION I revive personal dreams that I gave up on

I look at my present circumstances with curiosity

I move on from things that do not serve me

LIBERATION I live in the world courageously without fear

I give freely to those who need it

I anchor myself in infinite potential

Source: Genesis Healing Institute

https://genesishealinginstitute.org/cv19-response

A Journey of Healing

Page 230: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

What are you discovering?

What are you letting go of, keeping, or creating?

What do you envision for the future?

Page 231: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

SOLUTIONS

Page 232: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

RITUALS & NORMS

Page 233: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Calming Norms

Page 234: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Five Fs: Virtual Rituals That Support Resilience

1: Functioning, Fitness, Food

Do people have what they need to do their job?

Do people feel like they are productive?

2: Feelings

Do people feel appreciated and respected?

3: Friendship

Do people feel connected to one another?

4: Forward

Do people feel like they have opportunities for

growth?

5: Fulfillment

Do people feel like they are inspired and working

towards a higher purpose?

Page 235: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Function, Fitness, Food: Stretch at Meetings

Page 236: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Friendship: Celebrations

Page 237: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Feelings: Virtual Water Cooler

Page 238: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Feelings: Slack Workplace Culture Plugins

Page 239: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Forward: Professional Growth

Page 240: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Fulfillment: Connect to Mission - Virtual AMA

Page 241: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

MINDFULNESS

Page 242: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Reclaim Your

Commute Time✓ Create a start and stop ritual

✓ Add it to your calendar

✓ Schedule non-work activities:

○ Meals

○ Time with loved ones

○ Breaks

○ Non-screen time

Page 243: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email
Page 244: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Set Intentions

mindfultechie.com/planner

Page 245: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email
Page 246: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Establish Your Rules of

Engagement

✓ When and how to contact you

✓ When to expect a response

✓ Use email out of office reply +

instant away message

✓ Proactively schedule your

availability

Page 247: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Email Signature Example

Please note: due to my personal family/work

balance, I often email outside of normal working

hours. Please do not feel any pressure to

respond outside of your own working pattern.

*Please excuse any errors. This message was

sent from my mobile device in an effort to

expedite my response.*

SLACK Away Message

Establish Your Rules of

Engagement

Page 248: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

BACK TO THE OFFICE

Page 249: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Preparing to Return the Office & Workplace Culture

Page 250: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

FUTURE OF WORK

Page 251: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

The Future of Nonprofit Workplace Culture

Page 252: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Q&A

Meico Marquette Whitlock

@amindfultechie

Beth Kanter

@kanter

Page 253: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Integrating Diversity, Inclusion, and Equity into Your Board

Culture

Jim TaylorVice President of Leadership Initiatives – BoardSource

Network for Good Virtual ConferenceJuly 1, 2020

Page 254: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Today’s Conversation

▪Overview of BoardSource and Its Commitment to Diversity, Inclusion, and Equity in the Nonprofit Sector

▪National Data on Diversity, Inclusion, and Equity on Nonprofit Boards

▪ Strategic Steps in Board Recruitment and Retention

▪My Experience in the Field with “Difficult Conversations”

▪ Some Recommendations for Board Members

▪Open Forum

Page 255: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Overview of BoardSource’s Vision

▪Vision: A world where every social sector organization has the leadership it needs to fulfill its mission and advance the public good.

▪Core Belief: It is impossible for the social sector to accomplish these objectives without a commitment to diversity, inclusion, and equity.

oDiversity in board composition (skills, expertise, lived experiences, cultural/ethnic background)

o Inclusivity in building a board culture of trust, candor, and respect for everyone

oEquity-focused in understanding and developing strategies in the societal context in which the organization operates

Page 256: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

The Data: We’ve Got a Long Way To Go . . .▪The nonprofit sector isn’t as diverse as it should be, as

indicated by our national survey data:

o86% of nonprofit chief executives are white

o77% of nonprofit board members are white

o21% of nonprofit boards are entirely white

o65% said that the board’s composition did not represent the demographics of the population served by the organization

o76% of boards do not place a high priority on demographic diversity when they recruit board members

Page 257: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

5 Questions to Get Boards Started

▪ Is our organization’s reputation being negatively (or positively) impacted by our board’s current composition regarding diversity?

▪ If someone were to make assumptions about our organizational values based on our board composition, what would they be likely to think?

▪ How well are we cultivating a deeper understanding of the community or communities that we serve and bringing their perspectives, needs, feedback, and priorities into our strategic boardroom discussions?

▪ Are we ever at risk of making decisions without fully understanding how these decisions may affect those we serve?

▪ If we were to make a deeper commitment to diversity, inclusion, and equity, what would that mean for our mission, our work, and the people we serve?

Page 258: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Board Recruitment Strategies

▪ Develop an action plan, policies, and procedures to address self-identified weaknesses

oUse a board recruitment matrix to identify areas you want to address

o Set expectations up front with board candidates, especially related to fundraising

o Assess candidates’ level of comfort and experience on prioritized topics

oMove beyond regular channels for board recruitment✓Post board searches/use a search firm

✓Connect with local chapters of ethnic professional associations

✓Engage staff

✓Engage every board member

Page 259: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Board Retention Strategies

▪ To support greater retention:▪ Establish written diversity policies

▪ Implement a detailed orientation process

▪ Provide equal access to board leadership opportunities (for example, add new diverse board members to board committees soon after they join the board)

▪ Pay careful attention to social inclusion practices

▪ Ask board members of color for feedback on the recruitment process they experienced

✓ Identify parts of the process that helped them make the decision to join the board

✓ Identify parts of the process that were barriers to joining the board, and determine how to remove those barriers

Page 260: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

My Experiences and Conversations in the Field

▪ This work often leads to “uncomfortable” moments for white nonprofit leaders (and for me) -- here are four quotes that I’ve heard within the last year on this topic:

o “I was so angered by the first 30 minutes of the racial equity training session that I shut down for the next two days of training.”

o “Could we use softer terms than “white privilege”? I just don’t want white leaders to be “put off” by the terminology.”

o “Do we have to focus on diversity for our board? We’re a nonprofit that focuses on beautifying the environment, not affordable housing, economic development, education, or health.”

o “I feel like you’re asking me to apologize for my whiteness.”

Page 261: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Some Recommendations for Board Members

▪ “Lean in” to the “discomfort” in discussing these issues; it’s part of the work, and you can’t get around it if you want to make progress

▪ Keep learning (read, watch, listen, notice, connect, engage, act, reflect, stay inspired)

▪ Acknowledge that making statements and declaring intentions aren’t enough; assess what you’ve done and decide what you will commit to doing

Page 262: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Open Forum – Questions and Comments?

Page 263: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

J u l y 1 , 2 0 2 0

Ke e p Yo u r G o o d G o i n g :

C o m m u n i c a t i n g w i t h a P u r p o s e

Page 264: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Kimberly O’Donnell, CFRELead Fundraising Coach

Peter HartProduct Manager

YO U R P R E S E N T E R S

Page 265: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

265

AG E N DA

P O W E R O F A S T O R Y

C R E AT I N G S O C I A L LY S E N S I T I V E

C O M M U N I C AT I O N S

S TAY I N G T O P O F M I N D

P E R S O N A L I Z I N G Y O U R

C O M M U N I C AT I O N S

Page 266: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

266

T H E P O W E R O F A S T O R Y

Page 267: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

IMAGERY AND STORYTELLING CAN TOUCH HEARTS AND DRIVE ACTION

267

Page 268: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

Tension

• Distress grabs attention

• Produces cortisol

Climax

• Emotionally charged events

• Releases dopamine

Call to Action

• Generates oxytocin

• Fosters empathy

NEUROSCIENCE BEHIND A STORY

Page 269: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

APPEARANCE IS EVERYTHING:

HOW ARE YOU USING YOUR PRIME REAL ESTATE?

269

Page 270: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

270

WHICH WOULD YOU RATHER READ?

Page 271: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

271

P R E - B U I LT E M A I L T E M P L AT E S I N N E T W O R K F O R G O O D ' S F U N D R A I S I N G S O F T WA R E

Page 272: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

272

P R E - B U I LT E M A I L T E M P L AT E S I N N E T W O R K F O R G O O D ' S F U N D R A I S I N G S O F T WA R E

Page 273: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

273

D E S I G N I N M I N U T E S W I T H A N E A S Y T O U S E D R A G A N D D R O P E D I T O R

Page 274: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

274

S E E H O W M U C H $ $ E A C H E M A I L R A I S E D W I T H R E A L - T I M E R E S U LT S

Page 275: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

275

Remember: you don’t have to tell your story in one communication. You can build a story through a series of communications.

Page 276: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

276

YO U R S T O R Y T E L L I N G T O O L K I T

( R E A D L AT E R )

Page 277: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

DEVELOPING THE NARRATIVE

277

• Who is the protagonist (a beneficiary)?

• What problem do they face?

• How will the problem be solved?

• How does the prospect/donor relate? (Make the personal experience universal)

• How will a donation solve the problem?

• What do you want the reader to do?

• What is your call to action?

• Acknowledge the uniqueness of circumstances with compassion

• What problem are beneficiaries or the organization facing?

• Ask for support to address the problem?

• Offer details of how gift will provide a solution – specificity works here!

• Offer message of hope at the other end of the crisis.

• What do you want the reader to do?

• What is your call to action?

In Normal Times In Crisis Times

Telling your money story

Page 278: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

CHARACTER DEVELOPMENT

278

First, introduce a character.

Then detail the obstacles and conflicts your character faces when working toward a goal. This is the real meat of the story, when your character is struggling to get a law passed, a visa for a refugee, emergency surgery for an animal. It’s not clear if the character will prevail.

Next, remind the reader they have the power to create a happy ending.

Clear call to action – specific ASK.

Page 279: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

279

YOU CAN ALSO PERSONIFY ANIMALS AND/OR INANIMATE OBJECTS

Page 280: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

280

VERB + WHO IS

IMPACTED

Try to AVOID words like:Partner with…

Help us…We...

HouseWarmEducateCureAdopt CultivateEncourageEmpower

the homelessthe colda childsick a dogscientistscollaborationyoung women

Page 281: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

281

C R E AT I N G S O C I A L LY S E N S I T I V E C O M M U N I C AT I O N S : 2 0 2 0 P H R A S E O L O G Y

Page 282: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

C O M M U N I C AT E I N P E R S O N A L , S E N S I T I V E A N D A P P R O P R I AT E WAYS

• Write from a first-person voice – “I” not the organizational “we”

• Use “we” when you mean “self + donor” or “society”

• Be honest, vulnerable, authentic. Share how you’re feeling.

• Use conversational voice with contractions, incomplete sentences, repetition—this creates intimacy.

• Always offer some sense of hope and ‘solution’ to the problem.

• When in doubt, ask multiple reviewers

282

Where do I start?

Page 283: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

P H R A S EO LO GY

• Public health crisis

• COVID-19

• Coronavirus

• Pandemic

• Interruption to daily schedules, habits, routines

• Inconveniences of physical distancing, wearing a mask, sheltering in place

283

Racial justice related:

• Solidarity

• Support

• Stand with

COVID-related:

• Challenged

• Uncertain

• Isolated

• Protests

• Demonstrations

• Marches

• Civil unrest

• Calls/cries for justice

• Heartbreak and outrage

• Recent tragedies

Pandemic-Related Racial JusticeSentiment & Attitudes

Page 284: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

C O N N EC T I N G TO T H E T I M E :

• One thing that’s become abundantly clear to me as we live with the public health, economic, and civil rights crises that surround us, is how interdependent we all are. We exist together even while we stand up and stand apart.

• I write to you at an unpredictable and perplexing moment—not certain exactly where to begin. Every few days brings up new issues and emotions to navigate.

• We are living in a powerful yet unpredictable moment in time.

• In the midst of the grief and uncertainty,

• The news these days can feel overwhelming

• Things certainly feel surreal, with many community members struggling,

284

Page 285: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

R E L AT I N G S O C I A L J U S T I C E I S S U E STO YO U R WO R K

• We have not always reflected the diversity and inclusion needed to address the systemic racism that we seek to defeat with our work.

• We cannot allow systemic racism to go unnamed or unchallenged.

• We must continue to work for justice and peace until the structures of inequity and discrimination are abolished.

• We must also continue to serve those who have yet to be treated equitably and equally.

• Part of the heartbreak and outrage that’s grown from the recent tragedies comes from knowing, too well, that we’ve been here before.

• We stand with those working to dismantle the systemic racism that plagues our (specific issues relating systemic racism to your mission).

285

Page 286: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

G R AT I T U D E P H R A S I N G F O R YO U R D O N O R S

• Your generosity is inspiring.

• Your gift is a demonstration of your core values, and the empathy and compassion that will outlast any crisis.

• I hope that together we can focus on getting through this crisis—and coming out stronger on the other end.

• We are all navigating new ways of being together and standing up for one another.

• We are fortunate to have so many tools at our disposal to create community even while physically distancing and socially uniting.

286

Page 287: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

287

S TAY I N G T O P O F M I N D

Page 288: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

288

1. Increase social presence

2. Collect email and mobile everywhere

3. Send regular and “surprise”

communications

4. Survey your supporters

5. Have board members write thank you’s and

make calls—check in with major and first-

time donors

6. Video and text your donors and

volunteers—show overall care and concern

7. Repeat

KEEP COMMUNICATING: AUTHENTICALLY

Page 289: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

289

E M A I L = 2 3 %V S

T E X T = 9 8 %

N E T W O R K F O R G O O D F U N D R A I S I N G S O F T W A R E O F F E R S

T E X T - T O - G I V E

T E X T - T O - P L E D G E

T E X T - T O - F O R M

B R O A D C A S T T E X T S

Page 290: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

290

F O R M S M A K E D ATAC O L L E C T I O N S I M P L E

G R O W Y O U R P R O S P E C T L I S T

G E T F E E D B A C K F R O M D O N O R S

U P D A T E D O N O R D A T A

V O L U N T E E R S I G N - U P S

I N T E R A C T I N R E A L - T I M E

R S V P ' S

Page 291: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

291

B U I L D S T R O N G E R R E L AT I O N S H I P S W I T H N E T W O R K F O R G O O D ' S B U I LT -I N V I D E O M E S S A G E S

T H A N K A N E W D O N O R

S A Y H A P P Y B I R T H D A Y

S H A R E S T O R Y W I T H D O N O R S

T H A N K Y O U R V O L U N T E E R S

R E A C H O U T T O M A J O R D O N O R

Page 292: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

292

“ I t ' s e a s y a n d s o f a s t a n d t h e b e s t p a r t i s , a n y o n e o n m y b o a r d c a n s e n d a v i d e o t o a d o n o r j u s t b y l o g g i n g i n t o o u r a c c o u n t w i t h t h e i r p h o n e o r c o m p u t e r. ”

S h e l l i e D a n i e l s ,

C h i l d r e n W i t h H o p e

Page 293: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

293

• B o a r d m e m b e r s

• M a j o r g i f t d o n o r s

• R e c u r r i n g m o n t h l y / s u b s c r i p t i o nd o n o r s

• O n e t i m e / a n n u a l d o n o r s

• C o r p o r a t e / c o m m u n i t y p a r t n e r s

• G i v i n g d a y p a r t i c i p a n t s

• P r o s p e c t s / n o n - d o n o r s

• S o c i a l m e d i a f o l l o w e r s

• P a r t n e r i n g n o n p r o f i t s

TO U C H E V E RYO N E I N YO U R C O M M U N I T Y

Page 294: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

294

YOU HAVE LOTS OF WAYS TO SEGMENT

Giving Frequency: Recurring, One-

time, Consistent, Lapsed, Non-donors

Giving Levels: Major, Mid-level, Minor

Available Channels in Database:

Email, Postal Mail, Cell, Social

Affinity and Areas of Interest: Groups

Page 295: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

295

E A S Y S E G M E N TAT I O N W I T H N E T W O R K F O R G O O D

Page 296: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

296

E A S Y S E G M E N TAT I O N W I T H N E T W O R K F O R G O O D

Page 297: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

297

S E G M E N T T H E N S E N D W I T H N E T W O R K F O R G O O D

Page 298: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

298

Engage & Nurture

Ask

Thank

Report Impact

Repeat

DESIGN A 2020 FUNDRAISING ENGAGEMENT PLAN

2) Ask for subscription gifts to sustain your

organization and build awareness for planned

gifts

1) Daily/Weekly storytelling across multiple channels—especially video, text and

social (board and volunteers, too)

3) Thank often and unexpectedly and

showcase on social

4) Use compelling visuals: storytelling, infographics,

webinars/live sessions

5) Do not stop interacting with your donors and

supporters—for the rest of the year

Everyday Best Practices

COVID-19 Best Practices

Page 299: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

299

D O : C O M M U N I C AT E R E G U L A R LY W I T H YO U R D O N O R S A N D P R O S P E C T S T H R O U G H M U LT I P L E C H A N N E L S

Page 300: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

300

H O W N E T W O R K F O R G O O D ' S S I M P L E S M A R T F U N D R A I S I N G S O F T WA R E C A N H E L P

Page 301: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

301

J O I N U S F O R O U R “ N E W N O R M A L” W E B I N A R S E R I E S

Page 302: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

We’re Here for You:Upcoming “New Normal” Webinars

7/8—Prospecting for new supporters

7/15—Virtual storytelling and engaging

7/22—Donor acknowledgements

7/29—Planned giving

302

Page 303: Keep Your Good Going · 2019 Gifts & Conversion Rate by Channel 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 0 100000 200000 300000 400000 500000 600000 Direct Organic Search Email

303

OUR CUSTOMER, JAMYLE CANNON, FOUNDER AND EXECUTIVE

DIRECTOR OF THE BLOC CHICAGO IS SEEN HERE IN A VIDEO

ACKNOWLEDGEMENT HE CREATED USING OUR SIMPLE, SMART

FUNDRAISING SOFTWARE

SEND US YOUR QUESTIONS!