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45 Ideas in 60 Minutes ** What the What? A rapid-fire panel discussion on what’s working and what’s not in Annual Fund and Direct Response **= or thereabouts Lisa Greco, Guideposts Foundation Luke Vander Linden, New York University Moderated by: Joseph Ferraro, CFRE - PULSE-MDC

2014 NPD What the what? 45 ideas in 60 minutes (or thereabouts). What’s working, what’s not in direct response fundraising today

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What the what? 45 ideas in 60 minutes (or thereabouts). What’s working, what’s not in direct response fundraising today. Lisa Greco, Guideposts Luke Vander Linden, Academy of Management Joseph Ferraro, CFRE, PULSE Marketing, Development & Communications [PULSE-MDC] In this fast-paced, must-attend session, you will hear from industry experts on what’s working now in direct marketing fundraising. You’ll ␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣ From creative to lists to data and social networking - you’re guaranteed to learn instantly implementable strategies when you get back to ␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣␣ LEARNING OBJECTIVES/TAKEAWAYS: • Improve results through creative design techniques • Write effective copy that will inspire people to give • Properly acknowledge generosity • What is Donor-Focused and Relationship-Centric • Avoid Bow Tie and Giant Check resentment • Upgrade your donors to maximize their value

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Page 1: 2014 NPD What the what? 45 ideas in 60 minutes (or thereabouts). What’s working, what’s not in direct response fundraising today

45 Ideas in 60 Minutes **

What the What?

A rapid-fire panel discussion on what’s working and what’s not in

Annual Fund and Direct Response

**= or thereabouts

Lisa Greco, Guideposts FoundationLuke Vander Linden, New York University

Moderated by: Joseph Ferraro, CFRE - PULSE-MDC

Page 2: 2014 NPD What the what? 45 ideas in 60 minutes (or thereabouts). What’s working, what’s not in direct response fundraising today

Idea/Tip #1

You don't always have to include a teaser

Page 3: 2014 NPD What the what? 45 ideas in 60 minutes (or thereabouts). What’s working, what’s not in direct response fundraising today

Idea/Tip #2

Test adding highlighting in yellow to the letter copy to call out some key points

Page 4: 2014 NPD What the what? 45 ideas in 60 minutes (or thereabouts). What’s working, what’s not in direct response fundraising today

Idea/Tip #3

Integrate and coordinate your message

Page 5: 2014 NPD What the what? 45 ideas in 60 minutes (or thereabouts). What’s working, what’s not in direct response fundraising today

Idea/Tip #4

Be a peeping Tom

Page 6: 2014 NPD What the what? 45 ideas in 60 minutes (or thereabouts). What’s working, what’s not in direct response fundraising today

Idea/Tip #5

Test adding “Attn:  <<Signer of letter>> to the reply envelope in a handwritten font

Page 7: 2014 NPD What the what? 45 ideas in 60 minutes (or thereabouts). What’s working, what’s not in direct response fundraising today

Idea/Tip #6

Call donors JUST to thank them

Page 8: 2014 NPD What the what? 45 ideas in 60 minutes (or thereabouts). What’s working, what’s not in direct response fundraising today

Idea/Tip #7

Convert single-gift donors to monthly givers

Page 9: 2014 NPD What the what? 45 ideas in 60 minutes (or thereabouts). What’s working, what’s not in direct response fundraising today

Idea/Tip #8

Don’t be afraid to do timing tests – especially on follow up/reminder packages.

Page 10: 2014 NPD What the what? 45 ideas in 60 minutes (or thereabouts). What’s working, what’s not in direct response fundraising today

Idea/Tip #9

It is NOT about you BE donor-focused and relationship-centric

Page 11: 2014 NPD What the what? 45 ideas in 60 minutes (or thereabouts). What’s working, what’s not in direct response fundraising today

Idea/Tip #10

What your letter looks like may be just as important as what it says

Page 12: 2014 NPD What the what? 45 ideas in 60 minutes (or thereabouts). What’s working, what’s not in direct response fundraising today

Idea/Tip #11

Test a BRE vs CRE

Page 13: 2014 NPD What the what? 45 ideas in 60 minutes (or thereabouts). What’s working, what’s not in direct response fundraising today

Idea/Tip #12

You are the facilitator/conduit of pre-existing donors desires.

Page 14: 2014 NPD What the what? 45 ideas in 60 minutes (or thereabouts). What’s working, what’s not in direct response fundraising today

Idea/Tip #13

(Almost) always include a postscript

Page 15: 2014 NPD What the what? 45 ideas in 60 minutes (or thereabouts). What’s working, what’s not in direct response fundraising today

Idea/Tip #14

Keep a good history on all test results

Page 16: 2014 NPD What the what? 45 ideas in 60 minutes (or thereabouts). What’s working, what’s not in direct response fundraising today

Idea/Tip #15

When asking always remember the who and the why

Page 17: 2014 NPD What the what? 45 ideas in 60 minutes (or thereabouts). What’s working, what’s not in direct response fundraising today

Idea/Tip #16

The reply device is king

Page 18: 2014 NPD What the what? 45 ideas in 60 minutes (or thereabouts). What’s working, what’s not in direct response fundraising today

Idea/Tip #17

Consider mailing a follow up to your best acquisition lists

Page 19: 2014 NPD What the what? 45 ideas in 60 minutes (or thereabouts). What’s working, what’s not in direct response fundraising today

Idea/Tip #18

Step back and do a creative audit

Page 20: 2014 NPD What the what? 45 ideas in 60 minutes (or thereabouts). What’s working, what’s not in direct response fundraising today

Idea/Tip #19

Use testimonials and quotes for maximum impact

Page 21: 2014 NPD What the what? 45 ideas in 60 minutes (or thereabouts). What’s working, what’s not in direct response fundraising today

Idea/Tip #20

Membership card vs. “Supporter” card

Page 22: 2014 NPD What the what? 45 ideas in 60 minutes (or thereabouts). What’s working, what’s not in direct response fundraising today

Idea/Tip #21

Avoid Drop in the Bucket Syndrome

Page 23: 2014 NPD What the what? 45 ideas in 60 minutes (or thereabouts). What’s working, what’s not in direct response fundraising today

Idea/Tip #22

People need (and like) to be told what to do

Page 24: 2014 NPD What the what? 45 ideas in 60 minutes (or thereabouts). What’s working, what’s not in direct response fundraising today

Idea/Tip #23

Consider adding copy on the back of your OE

Page 25: 2014 NPD What the what? 45 ideas in 60 minutes (or thereabouts). What’s working, what’s not in direct response fundraising today

Idea/Tip #24

Revisit your acknowledgement process and language

Page 26: 2014 NPD What the what? 45 ideas in 60 minutes (or thereabouts). What’s working, what’s not in direct response fundraising today

Idea/Tip #25

Write a strong call to action

Page 27: 2014 NPD What the what? 45 ideas in 60 minutes (or thereabouts). What’s working, what’s not in direct response fundraising today

Idea/Tip #26

Consider more than pure RFM data

Page 28: 2014 NPD What the what? 45 ideas in 60 minutes (or thereabouts). What’s working, what’s not in direct response fundraising today

Idea/Tip #27

Use telephone voice messaging tools to enhance direct mail

Page 29: 2014 NPD What the what? 45 ideas in 60 minutes (or thereabouts). What’s working, what’s not in direct response fundraising today

Idea/Tip #28

Lapsed donors are still part of the family

Page 30: 2014 NPD What the what? 45 ideas in 60 minutes (or thereabouts). What’s working, what’s not in direct response fundraising today

Idea/Tip #29

Personalization - consider selecting anniversary names out first and messaging them specifically

Page 31: 2014 NPD What the what? 45 ideas in 60 minutes (or thereabouts). What’s working, what’s not in direct response fundraising today

Idea/Tip #30

Say Thank You, Thank You, Thank You and Thank You Again!

Page 32: 2014 NPD What the what? 45 ideas in 60 minutes (or thereabouts). What’s working, what’s not in direct response fundraising today

Idea/Tip #31

Utilize big data

Page 33: 2014 NPD What the what? 45 ideas in 60 minutes (or thereabouts). What’s working, what’s not in direct response fundraising today

Idea/Tip #32

Test panels – and sample sizes

Page 34: 2014 NPD What the what? 45 ideas in 60 minutes (or thereabouts). What’s working, what’s not in direct response fundraising today

Idea/Tip #33

Offer long-lapsed donors “MEMBERSHIP”

Page 35: 2014 NPD What the what? 45 ideas in 60 minutes (or thereabouts). What’s working, what’s not in direct response fundraising today

Idea/Tip #34

Some of the best fundraising letters don't ask for money

Page 36: 2014 NPD What the what? 45 ideas in 60 minutes (or thereabouts). What’s working, what’s not in direct response fundraising today

Idea/Tip #35

DM tests that have worked: live postage or fake meter, active devices, personalization

Page 37: 2014 NPD What the what? 45 ideas in 60 minutes (or thereabouts). What’s working, what’s not in direct response fundraising today

Idea/Tip #36

Every success story must lead to a clear action

Page 38: 2014 NPD What the what? 45 ideas in 60 minutes (or thereabouts). What’s working, what’s not in direct response fundraising today

Idea/Tip #37

Get interactive … or ask for something else

Page 39: 2014 NPD What the what? 45 ideas in 60 minutes (or thereabouts). What’s working, what’s not in direct response fundraising today

Idea/Tip #38

Gift asks

Page 40: 2014 NPD What the what? 45 ideas in 60 minutes (or thereabouts). What’s working, what’s not in direct response fundraising today

Idea/Tip #39

Death to brochures!

Page 41: 2014 NPD What the what? 45 ideas in 60 minutes (or thereabouts). What’s working, what’s not in direct response fundraising today

Idea/Tip #40

Sometimes you have to 'take the money and run!

Page 42: 2014 NPD What the what? 45 ideas in 60 minutes (or thereabouts). What’s working, what’s not in direct response fundraising today

Idea/Tip #41

Acknowledge each gift received and thank donors specifically for what they supported

Page 43: 2014 NPD What the what? 45 ideas in 60 minutes (or thereabouts). What’s working, what’s not in direct response fundraising today

Idea/Tip #42

NO Tuxedos or giant checks EVER Re-focus your donor stewardship newsletter

Page 44: 2014 NPD What the what? 45 ideas in 60 minutes (or thereabouts). What’s working, what’s not in direct response fundraising today

Idea/Tip #43

Keep email simple

Page 45: 2014 NPD What the what? 45 ideas in 60 minutes (or thereabouts). What’s working, what’s not in direct response fundraising today

Idea/Tip #44

Mine lapsed donors

Page 46: 2014 NPD What the what? 45 ideas in 60 minutes (or thereabouts). What’s working, what’s not in direct response fundraising today

Idea/Tip #45

Utilize “Integrated Mini-Campaigns”

Page 47: 2014 NPD What the what? 45 ideas in 60 minutes (or thereabouts). What’s working, what’s not in direct response fundraising today

BUT WAITThere’s More!DVD Extras

Page 48: 2014 NPD What the what? 45 ideas in 60 minutes (or thereabouts). What’s working, what’s not in direct response fundraising today

Idea/Tip #46

No matter your file size, always test

Page 49: 2014 NPD What the what? 45 ideas in 60 minutes (or thereabouts). What’s working, what’s not in direct response fundraising today

Idea/Tip #47

Donor retention is just as important as donor acquisition.

Page 50: 2014 NPD What the what? 45 ideas in 60 minutes (or thereabouts). What’s working, what’s not in direct response fundraising today

Idea/Tip #48

Results matter

Page 51: 2014 NPD What the what? 45 ideas in 60 minutes (or thereabouts). What’s working, what’s not in direct response fundraising today

Idea/Tip #49

Report multichannel giving too

Page 52: 2014 NPD What the what? 45 ideas in 60 minutes (or thereabouts). What’s working, what’s not in direct response fundraising today

Idea/Tip #50

Consider testing an EFT program, especially with sustaining donors

Page 53: 2014 NPD What the what? 45 ideas in 60 minutes (or thereabouts). What’s working, what’s not in direct response fundraising today

Idea/Tip #51

If you already offer monthly giving, make an upgrade appeal a standard part of your program

Page 54: 2014 NPD What the what? 45 ideas in 60 minutes (or thereabouts). What’s working, what’s not in direct response fundraising today

Idea/Tip #52

Email – subject line testing

Page 55: 2014 NPD What the what? 45 ideas in 60 minutes (or thereabouts). What’s working, what’s not in direct response fundraising today

Idea/Tip #53

Less is more, less is more, less is more

Page 56: 2014 NPD What the what? 45 ideas in 60 minutes (or thereabouts). What’s working, what’s not in direct response fundraising today

Any More Questions?

Page 57: 2014 NPD What the what? 45 ideas in 60 minutes (or thereabouts). What’s working, what’s not in direct response fundraising today

45 Ideas in 60 Minutes **

THANK YOU

Lisa Greco, Guideposts – [email protected] Vander Linden, New York University– [email protected]

Moderated by: Joseph Ferraro, CFRE - PULSE-MDC – [email protected]