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9/30-10/2 © 2012. Blackbaud Confidential. All rights reserved 1 What’s Hot in Peer to Peer Fundraising: Industry Trends From TeamRaiser & Friends PRESENTED BY: A FUN, HIP, SMART GROUP OF PEOPLE

What's Hot in Peer to Peer Fundraising: Industry Trends from TeamRaiser & Friends

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This session will be a review of the peer-to-peer fundraising industry’s top trends and how you can optimize your use of TeamRaiser to raise more money for your organization’s mission. Discussion topics will include strategies for using social and mobile channels and independent fundraising events. Learn from industry experts on how your organization can maximize their resources and engage their participants and donors online in the most innovative ways.

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Page 1: What's Hot in Peer to Peer Fundraising: Industry Trends from TeamRaiser & Friends

9/30-10/2 © 2012. Blackbaud Confidential. All rights reserved 1

What’s Hot in Peer to Peer Fundraising:

Industry Trends From TeamRaiser & Friends

PRESENTED BY:

A FUN, HIP, SMART GROUP OF PEOPLE

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LOOK WHO’S TALKING

TR Friends

Mark Becker, Founding Partner, Cathexis Partners

Jennifer Brady, Director, Digital Platforms, American Cancer Society

Melissa Dreyer, Director, Interactive Events, American Cancer Society

Donna Wilkins, Founder & President, Charity Dynamics

Team TeamRaiser (TR)

Deepa Karani, Client Strategy Executive, Blackbaud

Nancy Palo, Senior Strategy Consultant, Blackbaud

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• Learn about key social & mobile industry trends

• See examples of social & mobile-enabled

TeamRaisers

• What’s this we hear about Do-It-Yourself (DIY)

fundraisers?

• See DIY fundraisers using TeamRaiser

• Make a new friend or two who knows more

about Peer to Peer than you!

HOW WILL YOUR LIFE CHANGE IN THE NEXT 90

MINUTES? We DON’T want to

see this!!

BUT THIS!!

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#BBCON TWEET YOUR TRACK: #bbinteractive #bbcultural

#bbk12 #bbanalytics

#bbfundraising #bbcrm

#bbfinancial #bbprodev

#bblearnlab

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LET’S LEVEL SET - WHAT IS PEER-TO-PEER

FUNDRAISING?

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• A style of fundraising where an organization recruits individual supporters to ask their friends and family to donate to that organization.

WHAT’S PEER-TO-PEER FUNDRAISING?

Non Profit

P2P Fundraising is almost always connected to some form of event or milestone.

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What’s HOT in Social

PRESENTED BY

DONNA WILKINS, CHARITY DYNAMICS

MELISSA DREYER, AMERICAN CANCER SOCIETY

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EVERYWHERE

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EVERYTHING

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ALL THE TIME

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SOCIAL MEDIA

THREE STRATEGIES

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Measurements GOALS

• Participants to reach more money

• Increase number of donors

• Increase average gift size

• Engage and Retain More Participants

• Increase registration

• Increase team size

• Increase percent event participation

• Increase retention

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Broadcast

• Grow

• New participants and donors

Utilize

• Learn

• Segmentation, Coaching, 80/20

• Endorsement

Empower

• Impact

• Fundraising, Involvement, Experience, Reduce Churn

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AVAILABLE VS. ATTAINABLE

Online Activities

Offline Activities

Profile

Demographic

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IMPACT – LOOK FOR THE RIPPLE EFFECT

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• Share – forward, like, comment

• Promote – write, campaign, vote

• Create – post, link, integrate

• Extend – augment, adapt

• Support – give (donations, registrations, volunteer)

WHAT IS THE ASK?

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EXAMPLES

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SHARE IN NAVIGATION AND MULTIPLE PLATFORMS

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SHARE IN NAVIGATION AND MULTIPLE PLATFORMS

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SHARE IN NAVIGATION AND MULTIPLE PLATFORMS

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SOCIAL MEDIA LOGIN

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PARTICIPANT PEER TO PEER OPTIONS

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SOCIAL MEDIA PAGE

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BOUNDLESS FUNDRAISING

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BOUNDLESS FUNDRAISING

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ONLINE MOBILIZATION INCL. SOCIAL

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70 views or

impressions

on a post

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To reach 70 views or

impressions in

Boundless Fundraising

Application, we need:

ONE Boundless

User

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SOCIAL COMMERCE AND FUNDRAISING

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• Almost 25% of total internet time is spent on

Facebook

• Users are 4 times as likely to conduct a transaction

inside of Facebook if it is referred to them by a

trusted friend.

F-COMMERCE

For fundraising, this means integrated

Facebook event registration and

donation transactions.

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WHAT CAN WE DO TODAY?

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ENCOURAGE TRANSACTIONAL SHARING

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LEVERAGE SOCIAL PLUG-INS

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In a study of the top 10 brands on

Facebook, users liked photos twice as

often as text updates. And they shared

videos 12 times more than photo and

text posts combined.

ENCOURAGE PHOTO AND VIDEO SHARING

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CREATE SHAREABLE INFOGRAPHICS

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CREATE SHAREABLE ASSETS

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CREATE SHAREABLE VIDEO CONTENT

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What’s HOT in Mobile

PRESENTED BY

MARK BECKER, CATHEXIS PARTNERS

JENNIFER BRADY, AMERICAN CANCER SOCIETY

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• 88% of US adults own a cell phone

• 55% of these are cell Internet users

• 17% report to access Internet mostly on cell phone

MOBILE STATISTICS

Source:

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• Responsive Web Design

THE MOBILIZATION OF TEAMRAISER REGISTRATION

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MOBILE OPTIMIZED EVENT REGISTRATION

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MOBILE OPTIMIZED EVENT REGISTRATION

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MOBILE OPTIMIZED EVENT REGISTRATION

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USING THE TEAMRAISER APIS

• Cathexis Partner’s “TR2Go” event dashboard

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USING THE TEAMRAISER APIS: WWW.SKECHERSFRIENDSHIPWALK.COM

• Skechers Foundation’s Friendship Walk

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AMERICAN CANCER SOCIETY MOBILE UPDATE FALL 2012

JENNIFER BRADY

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INDEX

1. Background

2. Mobile Strategy

3. Mobile Projects

57

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BACKGROUND

58

• Why is mobile important to ACS?

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WE ARE ALL WIRELESS

Mobile devices are rarely more than 4 feet from their owners.

US Population 311M Wireless Subscribers 331M

US wireless penetration 104% (+6% yoy)

US wireless-only households 31% (+5% yoy)

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WE ARE ALL MOVING TO MOBILE

60

• The number of people

accessing the mobile

Internet is expected to

overtake the PC as the

most popular way to get

on the Web within five

years.

• Average Americans

spend 2.7 hours a day

socializing on a mobile

device.

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61

MOBILE REACHES KEY

DEMOGRAPHICS

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KEY

POPULATIONS

- AND -

ACTIVITIES

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MOBILE STRATEGY

• How did we make it happen?

64

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• History: Piecemeal

• Expertise: Minimal

• Enthusiasm: General

• Vision: Vague

• Resources: Limited

• Urgency: Not Enough

2010: LOW AND SLOW

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• Comprehensive strategic

plan

• Well-defined priorities

• Support from leadership

• New vendor relationships

• New staff assignments

• Budget!

2011: READY TO GROW

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• 4 major mobile launches

• Measurable impact on

goals

• Mobile workflows defined

• Integrating with other

channels

• More projects and phases

in development

2012: MOBILIZED!

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Align with ACS

Brand and

Digital Channel

strategies, and

work in concert

with Social,

Web, SEO

strategies.

STRATEGIC ALIGNMENT

68

ACS BRAND STRATEGY

DIGITAL CHANNEL STRATEGY

Social

Strategy

Mobile

Strategy

Website

Strategy

stay well, get well, find cures, fight back

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STRATEGIC OBJECTIVES

69

Build the Platform and the Process

Integrate and Educate in the Enterprise

Engage Consumers

Improve Mobile Fundraising

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• Establish vendor relationships and internal

competence that support core mobile program

components:

- Mobile Web

- App Development

- SMS (Text Messaging)

- Text To Give

• Define workflows, guidelines, roles and

responsibilities to manage mobile projects.

• Align with enterprise Demand Management process.

BUILD THE PLATFORM AND THE

PROCESS

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• Establish mobile as a critical part of the integrated

online marketing stream.

- Identify mobile needs and business goals in

business areas throughout the enterprise.

- Create mobile elements that augment existing

campaigns and programs.

• Communicate mobile development processes,

workflows, and best practices to key staff.

- Identify, train and enable mobile decision makers

and content managers throughout the enterprise.

INTEGRATE/EDUCATE THE

ENTERPRISE

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• Use mobile to generate excitement, loyalty, and

satisfaction with ACS campaigns and events in the

consumer marketplace.

• Extend the Society’s trusted and comprehensive

library of cancer information onto mobile devices for

fast, easy consumption by cancer info seekers.

• Leverage the intimacy and immediacy of mobile to

create measurable mobile health tools that support

Signature Strategies.

ENGAGE CONSUMERS

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• Develop mobile-friendly donor form (done)

• Upgrade Text To Give program

• Test other mobile transaction modes - Credit card readers such as Square, Sage, Mobilized

- Phone-based payment - mobile wallet

- Text-to-Pledge

- Call center queuing from mobile hot-link

- PayPal, Amazon Payments, Serve

IMPROVE MOBILE FUNDRAISING

73

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MOBILE PROJECTS

• Challenge accepted…

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MAJOR MOBILIZATIONS

Mobile Web

m.cancer.org

m.relayforlife.org

Making Strides Against Breast Cancer

DetermiNation

Mobile Apps

Relay For Life

Making Strides Against Breast Cancer

75

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MOBILE WEB

• Information, trust, speed, consumption

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M.CANCER.ORG

Objective: Create a mobile-specific version of

cancer.org.

Approach: Uses a real-time proxy with dynamic page

re-structuring to mobilize all the content on cancer.org

(approx. 7,000 pages).

Result:

• Mobile-friendly site delivers cancer.org content, customized for easy viewing on a smart phone.

• Content published on cancer.org: Instantly live on m.cancer.org.

• Puts our trusted cancer information in consumer’s hands when they need it, where they need it.

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A MOBILE-FRIENDLY VERSION OF THE OUR

FLAGSHIP WEB SITE, CANCER.ORG.

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M.CANCER.ORG

• Site launched in October 2011 (on time, on budget).

• Key performance indicators all show positive

growth.

• Enthusiastic reception by ACS staff, consumers,

media.

• Vendor that implemented m.cancer.org also

developed m.relayforlife.org.

31

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• 4.4 million mobile visits since launch

• Mobile as percentage of total site visits has

increased

MOBILE TRAFFIC IS INCREASING

80

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MOBILE CONTENT USAGE DIFFERS

81

Desktop

Rank

Desktop Page Mobile

Rank

Mobile Page

1 Homepage 1 Learn > Signs and Symptoms of Cancer

2 Learn About Cancer Index Page 2 Homepage

3 Learn > Signs & Symptoms of Cancer 3 Learn > Testicular Cancer > Do I …

4 Healthy > Guide to Quitting Smoking 4 Healthy > Guide to Quitting Smoking

5 Donations Form 5 Healthy > Calorie Counter Calculator

6 Healthy > Calorie Counter Calculator 6 Donate Online Now

7 About Us > Employment Opportun .. 7 Learn > Testicular Cancer > Signs

8 Learn > Breast Cancer Landing Page 8 About Us > Employment Opportun ..

9 Learn > Testicular Cancer > Do I … 9 Make a Donation

10 Get Involved Index Page 10 Cancer Facts and Figures

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M.RELAYFORLIFE.ORG

Objective: Establish a mobile website for Relay For

Life that provides a mobile point-of-presence for the

Relay Experience for both registered and not yet

registered users.

Approach: Leverage proxy-style solution to mobilize

both UCM and Convio pages cleanly with vendor-

based support model that minimizes parallel

publishing, allows for easy content updates and

minimizes ACS technical and editorial effort.

Result: Launched early June 2012!

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M.RELAYFORLIFE.ORG

• Information for both registered Relayers and those

interested in learning more.

• Single source publishing across multiple platforms

and content owners.

• No additional work for field and event staff.

• All content is scheduled to be mobilized, similar to

m.cancer.org.

• Mobilization of Convio functionality to launch in late

winter.

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MOBILE MAKING STRIDES AND DETERMINATION

Objective: Create mobile-specific versions of the

Making Strides Against Breast Cancer and

DetermiNation fundraising Web sites.

Approach: Leverage Convio APIs and inherent

platform capabilities to produce mobile-friendly pages

that deliver the SAME content and similar interactions

as desktop site.

Result: User-friendly mobile sites allow supporters to

get local info, donate, register. No additional content

creation tasks for ACS field staff.

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GET LOCAL INFO, DONATE, REGISTER

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NO ADDED CONTENT CREATION TASKS FOR

ACS FIELD STAFF

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INFO FOR BOTH REGISTERED RELAYERS &

THOSE INTERESTED IN LEARNING MORE.

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MOBILE APPS

• Ease, fun, features, richness, brand intensity

88

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EVENT MOBILE APPS (RELAY AND

STRIDES)

Objective: Provide design and feature set direction for

updated Relay and new MSABC mobile apps available on

iPhone, Android & Blackberry devices. Include current

feature set with improved usability and navigation on the

front-end and upgrade to HTML 5 code on the back-end.

Consolidate two apps under a consistent framework for

support and design.

Approach: Work under a rapid application development

model with our partner, Charity Dynamics, to deploy ACS-

guided updates to the Mobile apps.

Result: Easier to update app for fundraising

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RELAY FOR LIFE MOBILE APP

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MAKING STRIDES MOBILE APP

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‘DIY’ Fundraising is so HOT

PRESENTED BY

DONNA WILKINS, CHARITY DYNAMICS

MARK BECKER, CATHEXIS PARTNERS

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MORE PEOPLE

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MORE FUNDRAISING

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• Allow you to say YES more

• More people raising more money in the ways that

are most comfortable to them

• Online toolkits make it easy for you to say yes to

more people

‘DO IT YOURSELF’ (DIY) FUNDRAISING

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102

IT’S ABOUT THE DIY HOST

• High quality donor experience for the “host”

- Create a page with photos, updates, etc.

- Professionally request support for your organization and the mission you care about

- Track donations, follow ups, thank yous

- Introduce friends and family to the organization

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TWO CATEGORIES

DIY EVENTS

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ALZHEIMER’S LONGEST DAY

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108

MARKETING: AWARENESS EXAMPLE

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109

AWARENESS

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110

CHAMPION COACHING

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COLON

CANCER

FOUNDATION

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WATERCAN

CHALLENGE

2012

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Each “Special Day”

option is a

Participant type

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“Special Day” display options

controlled by “Promo Codes”

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SECOND

HARVEST

FOOD

BANK

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Only one

Participant

Type to

support

Team

Registration

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END

EPILEPSY

YOUR WAY

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1. Guidelines for events

2. TeamRaiser configuration

- Registration

- Waiver

- Fundraising tools

3. Mission toolkit

4. Promote awareness of the program

5. eCommunication

- Fundraising tips delayed auto-responders

- Quarterly community communication

- Social Media

6. Social media empowerment tools

7. Corporate sponsorship tips and kits

8. Toolkits for event types

ONLINE TOOLKIT CHECKLIST

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WANT TO LEARN MORE ABOUT ‘DIY’ FUNDRAISING??

121

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Boot Camp will help you:

• Adopt a healthy fundraising lifestyle

• Tone up your mid level fundraisers

• Turn flab into social fundraisers

• Build a rock solid core by engaging top performers

MARK YOUR CALENDARS FOR

PEER-TO-PEER BOOT CAMP NOVEMBER 6-8, 2012!

Special Pre-Boot Camp

Session on Do It Yourself

Fundraising

November 5, 2012

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#BBCON TWEET YOUR TRACK: #bbinteractive #bbcultural

#bbk12 #bbanalytics

#bbfundraising #bbcrm

#bbfinancial #bbprodev

#bblearnlab

Thank you for coming to our

session!

Please provide your evaluation on our

session!

And don’t forget to tweet!!

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Deepa Karani, Blackbaud

[email protected]

www.blackbaud.com

Mark Becker, Cathexis Partners LLC

[email protected]

www.cathexispartners.com

Donna Wilkins, Charity Dynamics

[email protected]

www.charitydynamics.com

CONTACT US:

Nancy Palo, Blackbaud

[email protected]

www.blackbaud.com

Jennifer Brady, American Cancer Society

[email protected]

www.cancer.org

Melissa Dreyer, American Cancer Society

[email protected]

www.cancer.org