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Boston Session: Best Practices in Integrated Multi-Channel Fundraising and Communications Brian O’ Donnell, ASI Karla Capers, UCS James Campbell, Artez March 8 th 2012 www.advsol.com

Best Practices in Integrated Multi-Channel Fundraising and Communications

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Page 1: Best Practices in Integrated Multi-Channel Fundraising and Communications

Boston Session: Best Practices in Integrated Multi-Channel

Fundraising and Communications

Brian O’ Donnell, ASI

Karla Capers, UCS

James Campbell, Artez March 8th 2012

www.advsol.com

Page 2: Best Practices in Integrated Multi-Channel Fundraising and Communications

Agenda

• Why Integrate?

• Acquisition techniques

• UCS Campaign

• Mobile + Social Media

• Break 10 mins

• Q and A + Discussion

www.advsol.com

Page 3: Best Practices in Integrated Multi-Channel Fundraising and Communications

“Proven full cycle process of continuous performance Improvement”

www.advsol.com

Page 4: Best Practices in Integrated Multi-Channel Fundraising and Communications

Who we are

• Privately-Held - 20-Years – solely focused on non-profits

200 + employees - USA, Canada, UK & Australia

• $40 m in annual revenues, profitable

– 3000 + customers

– Open culture and proven partner network

– Great hands-on support

– Continuously investing in R & D, focused on one solution

– Leading web and server based solutions

– Acquisition-Engagement-Measurement-Growth

www.advsol.com

Page 5: Best Practices in Integrated Multi-Channel Fundraising and Communications

Why Integrate?

www.advsol.com

Page 6: Best Practices in Integrated Multi-Channel Fundraising and Communications

Most donations come in through the mail

Distribution of All Gifts

by Channel

2010 Medians

10%

79%

11%

Online Mail Other

Offline

Distribution of New Donors

by Channel

2010 Medians

16%

76%

8%

Joined

Online

Joined

by Mail

Joined

by Other

Offline

Source: Target Analytics www.advsol.com

Page 7: Best Practices in Integrated Multi-Channel Fundraising and Communications

Online giving continues to grow

Source: Target Analytics www.advsol.com

Page 8: Best Practices in Integrated Multi-Channel Fundraising and Communications

More donors coming in online

Trends in the Percent of Donors Giving Online

2006-2010 Medians

9%

5%

12%

5%

8%

14%

6%

9%

16%

7%

10%

7%

New Donors Multi-Year Donors All Donors

2007 2008 2009 2010 2007 2008 2009 20102007 2008 2009 2010

Source: Target Analytics www.advsol.com

Page 9: Best Practices in Integrated Multi-Channel Fundraising and Communications

Donors acquired online are younger and have higher incomes

Source: Target Analytics www.advsol.com

Page 10: Best Practices in Integrated Multi-Channel Fundraising and Communications

Donors acquired online give larger gifts

Revenue per New Donor

by Origin Channel

2010 Medians

$62

$32

Joined Online Joined by Mail

Source: Target Analytics www.advsol.com

Page 11: Best Practices in Integrated Multi-Channel Fundraising and Communications

Other findings of interest:

• Retention

• Lifetime value

• Migration of channel

• Lifetime value if the donor switches channel

www.advsol.com

Page 12: Best Practices in Integrated Multi-Channel Fundraising and Communications

What are you doing to grow your prospect list

www.advsol.com

Page 13: Best Practices in Integrated Multi-Channel Fundraising and Communications

Growing your Prospect List…offline

• List rental

• Swapping lists

• List append

• Events

www.advsol.com

Page 14: Best Practices in Integrated Multi-Channel Fundraising and Communications

Growing your prospect list…online

• Petitions

• Pledges

• Newsletters

• Downloads

• Sweepstakes

• Physical Goods

• Viral / Share

• Light Box

• Viral

• Chaperoned email

• Social Media

• Surveys / competitions

• Care2/Change.org

• Online Ads

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Page 15: Best Practices in Integrated Multi-Channel Fundraising and Communications

15

Let your voice be heard

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Page 16: Best Practices in Integrated Multi-Channel Fundraising and Communications

Provide opportunities to “step up”

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Page 17: Best Practices in Integrated Multi-Channel Fundraising and Communications

All areas have pledge opportunities

1,000 registrants

per month and

1% donor

conversion

www.advsol.com

Page 18: Best Practices in Integrated Multi-Channel Fundraising and Communications

Downloadable Materials & Other Incentives

www.advsol.com

Page 19: Best Practices in Integrated Multi-Channel Fundraising and Communications

Sweepstakes

12,000 entrants

with plans to

repeat the

contest annually

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Page 20: Best Practices in Integrated Multi-Channel Fundraising and Communications

Chaperoned eMail Campaign

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Page 21: Best Practices in Integrated Multi-Channel Fundraising and Communications

You Have to Ask

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Page 22: Best Practices in Integrated Multi-Channel Fundraising and Communications

Donations integrated directly into FB

www.advsol.com

Page 23: Best Practices in Integrated Multi-Channel Fundraising and Communications

40,000

160,000

Take advantage of moments

www.advsol.com

Page 24: Best Practices in Integrated Multi-Channel Fundraising and Communications

Lightbox

www.advsol.com

Page 25: Best Practices in Integrated Multi-Channel Fundraising and Communications

Welcome Series

New Prospects Part 1

“Thanks so much, and by the way, you might not

know….”

Part 2

“Thanks again, and just wanted to

update you on….”

Pledge, Petition,

Ask

“Please help us by….”

Page 26: Best Practices in Integrated Multi-Channel Fundraising and Communications

Welcome Series

Page 27: Best Practices in Integrated Multi-Channel Fundraising and Communications

Integrated multi-channel campaigns

Day 1 Day 1 Day 3 Day 1 Day 3 Day 10 Day 1 Day 3 Day 10 Next Regular Appeal

Receive

1st Gift

Receive

1st Gift

Thank You

Call

Thank You

eMail

&

eReceipt

Welcome

Package

&

Receipt

Welcome

eMail

Premium

Gift

eNewsletter

Bulletin

eNewsletter

Bulletin

Pre-Direct Mail email

telling donor that a mail

package is coming

Direct Mail Pkg

encouraging

donors to give online

www.advsol.com

Page 28: Best Practices in Integrated Multi-Channel Fundraising and Communications

If I signed up today, what would I experience?

www.advsol.com

Page 29: Best Practices in Integrated Multi-Channel Fundraising and Communications

www.advsol.com

Page 30: Best Practices in Integrated Multi-Channel Fundraising and Communications

Who we are • $22 million annual income

• 85% from individual members

• 81,000 members • 41% have working

emails on file

• Email list size of 375,000

• 85% have never given a donation

• 100% have mailing address on file

• Membership staffing: • Membership Director: responsible for mail and phone

• 50% Online Director: responsible for online fundraising

• Other staff are responsible for Major Gifts ($1,000+)

www.advsol.com

Page 31: Best Practices in Integrated Multi-Channel Fundraising and Communications

Online Income

$0

$200,000

$400,000

$600,000

$800,000

$1,000,000

$1,200,000

$1,400,000

2007 2008 2009 2010 2011

www.advsol.com

Page 32: Best Practices in Integrated Multi-Channel Fundraising and Communications

Percent of current year donors by giving type

17%

80%

3%

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

Online Only Offline Only Both Channels

www.advsol.com

Page 33: Best Practices in Integrated Multi-Channel Fundraising and Communications

Percent of new donors giving online

0%

5%

10%

15%

20%

25%

30%

35%

40%

45%

2007 2008 2009 2010 2011

www.advsol.com

Page 34: Best Practices in Integrated Multi-Channel Fundraising and Communications

$87.00

$105.00

$154.00

$199.00

$131.00

$-

$50.00

$100.00

$150.00

$200.00

$250.00

Online Only Offline Only Both Channels

Current year revenue

Lifetime revenue

www.advsol.com

Page 35: Best Practices in Integrated Multi-Channel Fundraising and Communications

What are we doing to integrate?

www.advsol.com

Page 36: Best Practices in Integrated Multi-Channel Fundraising and Communications

Driving our offline donors online

www.advsol.com

Page 37: Best Practices in Integrated Multi-Channel Fundraising and Communications

Giving offline donors opportunities to give us their email address

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Page 38: Best Practices in Integrated Multi-Channel Fundraising and Communications

Online appeals offline donors

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Page 39: Best Practices in Integrated Multi-Channel Fundraising and Communications

Coordinating topics across channels

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Page 40: Best Practices in Integrated Multi-Channel Fundraising and Communications

Coordinating non-fundraising online and offline content as well

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Page 41: Best Practices in Integrated Multi-Channel Fundraising and Communications

Social Media

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Page 42: Best Practices in Integrated Multi-Channel Fundraising and Communications

Testing

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Page 43: Best Practices in Integrated Multi-Channel Fundraising and Communications

Campaign Example

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Page 44: Best Practices in Integrated Multi-Channel Fundraising and Communications

www.advsol.com

Page 45: Best Practices in Integrated Multi-Channel Fundraising and Communications

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Page 46: Best Practices in Integrated Multi-Channel Fundraising and Communications

ROI?

2010 2011

Consulting costs $ 14,000 $ 7,000

Advertising costs $ 4,000 $ 14,792

Sticker fulfillment $ 9,000

Income received $ 20,000 $ 8,647

Net $ (2,000) $ 22,145

New name recruited 33,000 9,737

Cost per name $ (0.06) $ 2.27

www.advsol.com

Page 47: Best Practices in Integrated Multi-Channel Fundraising and Communications

www.advsol.com

Page 48: Best Practices in Integrated Multi-Channel Fundraising and Communications

Artez Interactive • Leading global digital fundraising company • Mobile and social fundraising pioneers • Multichannel tools help nonprofits raise more money online, mobile & social networks • Unleash your creativity in developing FRIENDSHIP POWERED FUNDRAISING campaigns • Background:

(12) years of digital fundraising experience SAAS solution, “Cloud based” Supporting nonprofits in the United States, Canada, UK, Europe, Australia, & New Zealand Multi-channel platform optimized for online, social, and mobile fundraising Approximately (400) global clients PCI Level 1 Compliant

• Clients include:

National Alliance on Mental Illness Canadian Red Cross Cancer Council Australia Tuberous Sclerosis Alliance Water Aid UK UNICEF Canada Special Olympics

Salvation Army Canada National Hemophilia Foundation Hustle Up The Hancock Walmart Walk for Miracles Leukaemia Foundation The Nature Conservancy Major League Baseball

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Page 49: Best Practices in Integrated Multi-Channel Fundraising and Communications

Multichannel Digital Fundraising

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Page 50: Best Practices in Integrated Multi-Channel Fundraising and Communications

Mobile Awareness

Smartphone sales surpass computer sales globally.

Your supporters are reading your appeals

on their mobile devices.

They’ve been doing it

for a while now… www.advsol.com

Page 51: Best Practices in Integrated Multi-Channel Fundraising and Communications

Big Browser…

Mobile Web Browser…

www.advsol.com

Page 52: Best Practices in Integrated Multi-Channel Fundraising and Communications

Mobile Web Browser…

• No limit on donation amount • Complete donor data • Instant tax receipting • Full branding & customization • Works across smartphone devices

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Page 53: Best Practices in Integrated Multi-Channel Fundraising and Communications

35% of all US adults have Apps on their phones. - Pew Internet

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Page 54: Best Practices in Integrated Multi-Channel Fundraising and Communications

Fundraisers can access iPhone or Android address books to quickly email friends and family A fully-integrated way to share fundraising goals & messages on Twitter & Facebook

Apps facilitate engagement, communications, & donations

www.advsol.com

Page 55: Best Practices in Integrated Multi-Channel Fundraising and Communications

#1 Where can you get started?

Are your website and forms optimized for the mobile

web browser?

Remember: Over 50% of social media users

access Facebook & Twitter on mobile devices

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Page 56: Best Practices in Integrated Multi-Channel Fundraising and Communications

#2 Where can do you get started?

Are your emails optimized for the

mobile web browser?

Over 30% of emails are

read on Smartphones

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Page 57: Best Practices in Integrated Multi-Channel Fundraising and Communications

#3 What do YOUR trends look like?

… Check your own traffic statistics!

10% of traffic to Artez donation pages is from

mobile devices…

www.advsol.com

Page 58: Best Practices in Integrated Multi-Channel Fundraising and Communications

#4 QR Codes

~2% www.advsol.com

Page 59: Best Practices in Integrated Multi-Channel Fundraising and Communications

Remember: Mobile is a complementary strategy ...

http://m.umuc.edu

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Page 60: Best Practices in Integrated Multi-Channel Fundraising and Communications

Social Media & Fundraising Reality ...

70% of charities raising over $100k have budgets of $5 million or more.

Only 0.4% of organizations have raised

over $100k through Facebook.

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Page 61: Best Practices in Integrated Multi-Channel Fundraising and Communications

Big surprises? The majority of nonprofits are

raising $0 - $1,000 on Facebook.

80% raised $0 from YouTube, LinkedIn, Flickr.

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Page 62: Best Practices in Integrated Multi-Channel Fundraising and Communications

Why engage in social media?

• Your donors & supporters are there • Your sponsors & media contacts use this tool • An additional channel for brand extension • Competing organizations may acquire market share in your space

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Page 63: Best Practices in Integrated Multi-Channel Fundraising and Communications

How are charities using social media?

Most US charities regularly update 1 to 3 social media channels.

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Page 64: Best Practices in Integrated Multi-Channel Fundraising and Communications

Industry's attitude towards social media

Attitudes are performance-based. The majority have accomplished a major goal using social media.

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Page 65: Best Practices in Integrated Multi-Channel Fundraising and Communications

Positive news ….

Online donation is the fastest growing giving channel. Lower acquisition cost: Direct mail = $1.25 Online donor = $0.07

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Page 66: Best Practices in Integrated Multi-Channel Fundraising and Communications

Participants using social media in fundraising events raise more money on average than

participants that don’t.

40% more

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Page 67: Best Practices in Integrated Multi-Channel Fundraising and Communications

Key… drive conversion to

your website for action

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Page 68: Best Practices in Integrated Multi-Channel Fundraising and Communications

Facebook: A top referrer to our donation pages.

Yours?

12% Facebook

2% Mobile Facebook

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Page 69: Best Practices in Integrated Multi-Channel Fundraising and Communications

And digital advertising?

Which actions happen from traffic referred by which social channels?

Start with an assessment: Your metrics

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Page 70: Best Practices in Integrated Multi-Channel Fundraising and Communications

What’s Trending Now?

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Page 71: Best Practices in Integrated Multi-Channel Fundraising and Communications

Social Login

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Page 72: Best Practices in Integrated Multi-Channel Fundraising and Communications

Facebook Single Sign-On

77% of social media users prefer social login to traditional

registration

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Page 73: Best Practices in Integrated Multi-Channel Fundraising and Communications

Facebook Connect & PayPal on Mobile Donation Forms

www.advsol.com

Page 74: Best Practices in Integrated Multi-Channel Fundraising and Communications

Mobile Web Optimized Fundraising Pages

Enables your event participants to easily fundraise on mobile devices as well as computers.

Our fundraisers using the mobile web & web raised 178% more money than those only using our online pages. www.advsol.com

Page 75: Best Practices in Integrated Multi-Channel Fundraising and Communications

Add mobile donation to your fundraising campaign: Direct your mobile web donors to your secure mobile donation form through creative ideas like: QR code, SMS messages, or emails.

http://bit.ly/artezmobile

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Page 76: Best Practices in Integrated Multi-Channel Fundraising and Communications

Add iPhone & Android Mobile Apps to your event

Our fundraisers using Apps, mobile web, and web raised 237% more money than those just using web alone! www.advsol.com

Page 77: Best Practices in Integrated Multi-Channel Fundraising and Communications

App on Facebook Timeline

Facebook Social Fundraising App

www.advsol.com

Page 78: Best Practices in Integrated Multi-Channel Fundraising and Communications

Open Graph Donations on Timeline App

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Page 79: Best Practices in Integrated Multi-Channel Fundraising and Communications

Donors Games

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Page 80: Best Practices in Integrated Multi-Channel Fundraising and Communications

http://bit.ly/artezmobile

Corporate Sponsor Challenges

Characteristics: The cause marketing model meets digital CSR. “For every ‘X’ we will give ‘Y’ up to ‘Z’ amount.”

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Page 81: Best Practices in Integrated Multi-Channel Fundraising and Communications

Integration with offline events

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Page 82: Best Practices in Integrated Multi-Channel Fundraising and Communications

Take advantage of offline buzz

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Page 83: Best Practices in Integrated Multi-Channel Fundraising and Communications

Alternative Giving Programs

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Page 84: Best Practices in Integrated Multi-Channel Fundraising and Communications

www.advsol.com

Page 85: Best Practices in Integrated Multi-Channel Fundraising and Communications

3rd party Peer-2-Peer Fundraising

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www.advsol.com

Page 87: Best Practices in Integrated Multi-Channel Fundraising and Communications

Open up the dialogue, encourage social connections

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Page 88: Best Practices in Integrated Multi-Channel Fundraising and Communications

One size doesn’t fit all

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Page 89: Best Practices in Integrated Multi-Channel Fundraising and Communications

Make conversion your goal

3% to 6%

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Page 90: Best Practices in Integrated Multi-Channel Fundraising and Communications

Contact information

Brian O'Donnell: [email protected]

Karla Capers: [email protected]

James Campbell: [email protected]

www.advsol.com

Page 91: Best Practices in Integrated Multi-Channel Fundraising and Communications

Choose your words carefully

The power of words to radically change your message and your effect upon the world!

Share with your colleagues

http://www.youtube.com/watch?v=Hzgzim5m7oU

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Page 92: Best Practices in Integrated Multi-Channel Fundraising and Communications

Helpful Resources The Nonprofit Evolution: Six Smart Ideas to Improve Your Organization's

Efficiency, Customer Service, and Revenue:uThe Nonprofit Evolution: Six Smart Ideas to Improve Your Organization's Efficiency, Customer Service, and Revenue

The full Target report can be found here: www.blackbaud.com/onlinefundraising

Blog post on elements of a good campaign: http://www.bigducknyc.com/blog/12_ways_you_can_make_your_campaign_stronger

2011 eNonprofit Benchmarks Study by M&R: http://www.e-benchmarksstudy.com/

Frogloop blog posts all about social media: http://www.frogloop.com/care2blog/category/social-networking

Artez whitepaper on mobile giving: http://www.artez.com/documents/whitepapers/mobilegivingfornonprofit

sartezpdf Artez whitepaper on social fundraising: http://www.artez.com/documents/whitepapers/whitepaper-friendship-

powered-fundraising

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Page 93: Best Practices in Integrated Multi-Channel Fundraising and Communications

How are you doing compared to your peers online?

Source: M & R Study www.advsol.com