HousekeepingWrite things down… anything… everything...
Ask lot’s of questions or write them down for later
Email me: [email protected]
Tweet me: @bradyjosephson
Social fundraising has both project and person based forms of fundraising.
Project Based• Purpose is fundraising• Driven by a person or an
organization • Options to choose a
project• Think Kiva• Think direct mail
Person Based• Purpose is engagement• Driven by a person or
group of people• Focusing energy towards
one project• Think charity: water• Think online gala
Stories stick and stories spread
• Social Currency• Triggers• Emotion• Public• Practical Value• Stories
• Simple• Unexpectedness• Credibility• Concreteness• Emotion• Stories
Choosing a project & setting a goal
SMART● Specific● Measurable● Attainable● Relevant● Time bound
Simple case● Why care?● Why you?● Why now?
There are different story types you can use in your campaign for different reasons.
Story Types– Genesis– Future– Beneficiary– Staff– Donor/Supporter
Tell your desired future story of what’s possible to inspire.
Story Types– Genesis– Future– Beneficiary– Staff– Donor/Supporter
Tell a client story to personalize and move emotionally.
Story Types– Genesis– Future– Beneficiary– Staff– Donor/Supporter
Tell the donor/supporter story to show the power in everyday people and others aren’t in it alone.
Story Types– Genesis– Future– Beneficiary– Staff– Donor/Supporter
Choosing a platform
5 Questions1. Do you need/want the donor information?2. How much brand control do you want?3. Do you want a tool that can access a pool of
supporters?4. Do you want to provide updates during and after the
project?5. How do you prefer to pay for the project?
Control vs. Cost
YOURSFundRazrClassyArtez/FrontstreamPeer GivingBlackbaudCauseVoxKindful
THEIRSCanadaHelpsChimpIndiegogoCrowdRiseKickstarterFundly
Advanced tool and platform selection
● Social login ● Social sharing● Post donation options● Data export & integrations ● Payment security & integrations● Mobile friendly● Mobile apps● Matching● Perks● Rewards
Setting up your campaign
● Keep it simpleo Add layers (and links) as needed and as you go
● Use videos and images● Add social and social tools
o Hashtag to use and follow
Recruiting supporters
● Regular, loyal and monthly supporters
● Volunteers and board members
● Companies and corporate partners
● Younger supporters and followers
Types and Times to Send Emails● After sign up● Received first donation● Halfway to goal● Halfway to campaign● 75% to goal● 100% of goal● 1 Week left in campaign● Last day of campaign
Thanking & reporting
● Hopefully as you go, definitely at the end● Treat fundraisers more like major donors● Give the final results of the campaign
o In ways that are meaningful to supporters● Close the loop
Some resources
● recharity.ca● The Signal and The Noise● Winning the Story Wars● Science of Giving● Liberty In North Korea● charity: water● Kindful● classy.org/blog● hatchforgood.org● NextAfter
● KISS Metrics● CoSchedule● MailChimp● DonorBox● Stripe● sharelinkgenerator.com