FUNDRAISING FUTURESTEPS TO CREATING A NEXT GEN STRATEGY FOR YOUR

ORGANIZATION

A WORD ABOUT SWELL• LAUNCHED IN 2012• PUSH NONPROFITS TO RE-THINK THEIR

EVENTS• PROVIDE A SOFTWARE TOOL THAT UNLOCKS

MORE VALUE FROM THE EVENT• FUNDAMENTAL SHIFT IN HOW YOU SEE AN

EVENT – WE SEE A NETWORK• DRIVEN BY COMMUNICATION AND SOCIAL

PROOF• SUPPORTED CLIENTS ACROSS THE COUNTRY -

THOUSANDS OF USERS

Who Are We Talking About?

People Born after 1970

Gen X

- Distrustful of Institutions- Comfortable with Technology- Understand that

organizations of the future will adapt

- Busy

Millennials

- Distrustful of “the establishment”- Tech Fluent- Communicate anytime, anywhere- 80% texted in the last 24 hours- “Selfie” Generation- Making the world a better place is in

top three priority- Heavily influenced by friends- Fear of Missing Out

Largest Transfer of Wealth in

the US History

FUNDRAISING = COMMUNICATION

COMMUNICATION = EDUCATION

RELATIONSHIP BUILDING = COMMUNICATION

SOCIAL PROOFWhen you start a capital campaign, why do you have a ‘quiet’ campaign

first?

When a celebrity pours a bucket of ice over his head, what does the country do?

When you get an invitation to an event, what is the first thing you look for?

Facebook is No. 1 Gateway to News

HOW DO THEY GET INFORMATION?

PEER TO PEER

Deeper Dive – Search Engine

SELF DIRECTED

(Use 2-4 social media platforms and becoming more fractured)

Millennials engage with causes to help other people, NOT institutions.

Millennials support issues rather than organizations.

Millennials prefer to perform smaller actions before fully committing to a cause.

Millennials are influenced by the decisions and behaviors of their peers.

Millennials treat all their assets (time, money, network, etc.) as having equal value.

Millennials need to experience an organization’s work without having to be on site.

WHAT TYPES OF FUNDRAISING / COMMUNICATION TECHNOLOGY HAVE YOU

ADOPTED AT YOUR ORGANIZATION?

Mass Email

Direct Mail

Press Release

High Production Video

(select recipients who respond)

(only worthwhile if people share it on social media)

(expensive – snap a video on a phone)

(automation - segmentation)

1• Create / Provide

Shareable Content

• Curate Content Per Your Brand Voice

2• Create small

opportunities to engage with your organization

• Share video content of the real-time engagement

3• Collect, Measure

and Utilize data• Segment

audience

4• Intersect with P2P

Options• Gamification• Acknowledge the

‘tribe’• Offline support

Your Voice

Engage

Acquire

Leverage

COMMUNICATIONEmail Communication- Automated Marketing (Mailchimp, Constant Contact, Emma)- Segmentation

Website = Shareable, Searchable Content- Integrate with CRM to automate data collection (is there a popup box

to collect information?)- Build Relationship via blog content (original and curated)- Integrate sharing functions (publicly thank people for sharing)

Video- Instagram, Facebook, YouTube (storytelling)

Put communication into the hands of your “choir”

COMMUNICATIONSocial Media Management- Calendar Management / Planning- Brand Voice is important- Tools: Hootsuite, Attentively

Offline Tools / Plans- Provide Tips and Tools to Board/Committee- Give them the story to tell- Incentive to engage / share

Put communication into the hands of your “choir”

THINK ABOUT ANYTHING THAT REPEATEDLY TAKES TIME AND ASK…. CAN THIS BE

AUTOMATED?

FAVORITE TIME-SAVING APPSAutomated Calendaring: Calendly, AppointmentCore

Online Meetings: Google Hangouts, GoToMeeting

CRM App

Automated Emails – (Gmail, Outlook) Create Rules in your Email Client, Connect New Donor ‘tag’ to a personal email

Design - Canva

Team Management – Basecamp, Slack,

Password management – CommonKey, LastPass

Set a Clear Goal:

- Save Time – Automate a process

- Target Audience - Segmentation- Data Collection – Event Data, Website Traffic- Better Communication – Social Media Management, Story

Telling, Site and Email

- Acknowledgements – Transparency of time and $$

- Increased Revenue – Crowdfunding and Peer to Peer

QUESTIONS TO CONSIDER…

Customer Support – Do they provide you with best practices and ongoing education

Pricing – especially hidden fees

Beware of free or at least understand how it can be free?

Read the Privacy Policy and Terms & Conditions

What data, if any, can you obtain and how?

Additional equipment needed

Innovative

Cutting Edge

Unique

Modern

Multi-Generation

IMPLEMENTATION Q&A

@SWELLFUNDS #REACH2016