6 simple breakthrough ideas for your next pledge event
TRANSCRIPT
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6 SIMPLE WAYS THAT YOU CAN ACHIEVE BREAKTHROUGH RESULTS FOR YOUR PLEDGE EVENTPresented by: hjc
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At the end of the session, we’ll ask you to go online and fill out our integration survey. We’ll select 1 WINNER to receive complimentary 1-hour pledge event fundraising consulting session
http://www.surveymonkey.com/s/MKJWHWP
Take our survey at the end of the session!
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What we will cover this morning...
• The unique Canadian and generational imperatives for experiential fundraising events
• 6 ways to maximize your event impact:
1. Data & KPIs2. Website 3. Survey4. Social media 5. Segmentation and Stewardship6. Multi-Channel Communication: Phone and
Online
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Remember...
It’s tempting to follow trends BUT follow your supporters
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GENERATIONAL IMPERATIVE FOR EVENTS
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Direct donation 40% Supported a friend 15%Visited website 23% Donated goods 14%Information 20% Attended event 15%
Direct donation 49% Attended event 12%Donated goods 19% Supported friend 16%Visited website 14%
Direct donation 51% Information 18%Donated goods 25%Supported a friend 18%
Direct donation 62% Information 19%Donated goods 13% Supported a friend 18%Visited web site 10%
Gen Y
Gen X
Boomers
Civics
2011 First Engagement
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Canadians ‘do’ more event fundraising than our US cousins…
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DEMOGRAPHIC IMPERATIVES: HOW BOOMERS AND YOUNGER DONORS ARE EVENT FANATICS…
NOW AND IN THE FUTURE!
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BOOMERS (MID-AGED DONORS)
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Boomers have decided that giving must be fun
And it must be done on their terms
Gone is the idea of the unconditional gift of their parents
Their giving shows their own brand
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Boomer Donors66% give $4.1B/year
• Enjoy peer-to-peer giving
• Want to sign petitions, read newsletters
• Like to attend events and volunteer
• Really favor tribute giving/giving in lieu of traditional gift
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78 million boomers in the US are beginning to retire… one survey found ½ want to have a positive social impact*…why not give them something to do…
* NYTimes, Nicolas Kristof, July 21, 08
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As one boomer says on helping charities: “It wasn’t a matter of being a Mother Teresa. It was a matter of, ‘Boy, that sounds like fun!”…
* NYTimes, Nicolas Kristof, July 21, 08
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• How boomers act – compared to civics and how this makes sense for online social network fundraising…
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The Current and Future Donor…
Hyper-adventure giving – feeling young and having fun while giving
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Cycle event for health related charity
The age range here is leaning towards Gen X or boomers.
53.8% of participants are between 35 -54. The event is
low endurance which may explain the higher age bracket.
There is a fairly even gender split here. The health issue for which the event raises money for is gender neutral and the activity is physical which may
explain this split.
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Registered Participants for a high endurance cycling
event.Male: 60%Female: 40%Age Under 30: 23% 30-40: 23% 40-50: 32% 50-60: 18% Over 60: 4%
Only 10% are avid cyclists
Young demographic. 46% under 40. Again probably related to physical demands of the
event.
Fairly even gender split but more men then women. High level of male participation
probably related to high endurance nature of event
Note that most of the participants were not regularly engaging in the activity at hand. Most participants for this event
had some connection to the fundraising cause
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Extreme Giving
Hyper-adventure giving – feeling young and having fun while giving
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Stretch goals…
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Stretch Goals…
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Personal page
Stretch goal of $10,000+Mission/trip connection
Experiential
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And then there is Gen Z…
• Do you have an integrated plan for supporters under 15?
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Maximizing peer 2 peer
• Third party event portals• Memorial/tribute/honour giving• Celebration fundraising• School/church fundraising
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Too manual
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Leveraging online
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Going even farther
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Peer to Peer and milestone giving
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Peer to Peer and Milestone Giving
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Trend review
• Extreme Fundraising• Ego Fundraising• Boomer blip• Leverage social networks to your
advantage and to their social elevation…• 3rd party event portals for pledge events• P2P for
memorializing/honouring/celebrating loved ones
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WAY #1: CREATING A DATA-DRIVEN EVENT CULTURE
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Why look at event data?
• Inject the ‘science of fundraising’ into events
• Events are seen separate to organizational fundraising efforts
• Other than revenue and attendance there is little benchmarking
• Data audits can tell us the ‘who’ we should focus our time and energy on with stretched resources
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Start by asking...
• What metrics are most important to your non-profit?
• How does event fundraising impact those metrics?
• What are you currently measuring?• What decisions might you make with
more insight or more data?
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Establish meaningful KPIs• Selecting good metrics, and turning them into key
performance indicators (KPIs), is critical to an organization in achieving its objectives.
• KPIs by themselves are not metrics, although they make use of the metric data.
• Instead, useful KPIs accomplish four primary objectives:– Provide succinct definition that summarizes the nature of the
relationship between the data;– Establish an expectation for performance;– Reveal meaningful change in activity for a selected period, and;– Influence remedial action. If a KPI goes up or down, it should
spur a corresponding business action. Otherwise, it is not a true KPI.
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A few tips!
• Stay rooted in the customer data, not internal agendas
• Gain perspective on what’s driving results• Condition stakeholders to review KPI
trends monthly – or more often if necessary
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EVENT KEY PERFORMANCE INDICATORS
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Which benchmarks?
Mission
Revenue
Gifts
Donors
Participants
Event
• Key metrics:– Number of events– Participant satisfaction
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Number of Events
•Number of events facilitate mission by providing revenue through fundraising participants
•More events create more mission impact because participants increase with number of events
•Event quality matters! It speaks to the care you put into your brand and your mission.
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Participant Satisfaction• Post-event surveys can leave clues to
retention!
Question First time walker Return walker
Overall, what was your EVENT experience like this year?
Excellent/good 97.4% 93.0%
Question First time walker Return walker
Will you joining us next year?
Yes 76.3% 90.3%
No / Don’t know 23.7% 9.7%
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proprietary and confidential
Which benchmarks?
Mission
Revenue
Gifts
Donors
Participants
Event
• Key metrics:– # of participants– % fundraising– Team participation– Number of emails sent– Renewal/Attrition rates
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Participant KPIs
2007 2008 2009 2010
Total Number of Participants 5,319 6,185 11,324 11,152
Total Fundraising Revenue $682,518 $926,392 $1,552,746 $1,794,078
% Participants on a Team 73% 73% 77% 76%
Number of Active Fundraising Participants 2,399 3,151 5,434 6,225
% Participants Fundraising 45% 51% 48% 56%
% Participants Fundraising Online (Total/Active) 23%/51% 30%/58% 27%/57% 32%/58%
% Participants with $0 raised 55% 49% 52% 44%
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SegmentationFundraisers 0 to 12 Months
Revenue Totals ForLast 36 Months
Fundraisers 13 to 24 MonthsRevenue Totals For
Last 36 Months
Fundraisers 25 to 36 MonthsRevenue Totals For
Last 36 Months
2%
8%
20%
70%
$871,514
$729,422
$630,578
$474,330
$286,0472%
8%
20%
70%
2%
8%
20%
70%
$286,892
$280,681
$239,224
$102,828
$121,454
$124,053
$126,054
• Top 2%/0-12 months = 124 fundraisers who are key to support this year. These champions receive enhanced cultivation support. Personal fundraising coach. Welcome call from Executive Director or Board Member.
• Top 2%/13-36 months = 122 fundraisers you need to re-engage. Consider calling them personally to thank them for past participation and find out what you can do to get them back to the event.
• Further 8% in past 2 years = 820 fundraisers who also deserve some special attention. Event Chairs to call/welcome back.
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proprietary and confidential
Which benchmarks?
Mission
Revenue
Gifts
Donors
Participants
Event
• Key metrics:– Number of donors– Average and median
donors per participant
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Overview of Walk Donor Revenue
2006 2007 2008 2009 2010Total Revenue $765,983.00 $887,398.00 $1,129,222.00 $1,789,308.00 $2,072,069.00# of Gifts 16,832 18,827 22,047 36,993 37,437Avg Gift $45.51 $47.13 $50.40 $48.37 $55.36
# on File 16,186 31,665 49,709 80,208 109,661# Active 16,186 18,155 21,574 35,342 35,584% Active 100% 57% 43% 44% 32%
# Renewed N/A 2,676 2,991 3,408 4,747# New N/A 15,479 17,944 30,599 29,453# Reactivated N/A N/A 639 1,335 1,384# Stopped Giving 12,305 13,882 17,295 30,595 N/A
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proprietary and confidential
Donor KPIs
2007 2008 2009 2010
# of fundraising participants 2,399 3,151 5,434 6,225
# of walk donors 18,155 21,574 35,342 35,584
average # of donors/participant 7.6 6.8 6.5 5.7
median # of donors/participant 4 3 3 3
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proprietary and confidential
Which benchmarks?
Mission
Revenue
Gifts
Donors
Participants
Event
• Key metrics:– Overall revenue and
fundraising revenue (gross and net)
– Compounded annual growth rate
– Fundraising revenue per participant
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Revenue
2007 2008 2009 2010
Revenue $1,133,000 $1,493,000 $2,262,000 $2,539,000
Annual Growth Rate N/A 31% 51% 12%
Expenses $303,000 $329,000 $453,000 $610,000
Surplus $830,000 $1,164,000 $1,809,000 $1,929,000
% of Dollar to Programs 73% 78% 80% 76%
Compounded Annual Growth Rate 2007-2010
22.35%
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proprietary and confidential
Revenue KPIs
2007 2008 2009 2010
Fundraising $887,398.00 $1,129,122.00 $1,789,308.00 $2,072,069.00
Participants 5,319 6,185 11,324 11,152
Fundraisers 2,399 3,151 5,434 6,225
Donors 18,155 21,574 35,342 35,584
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Do you use benchmarks with your own data?
Driver Benchmark* Benchmark ** WWoH WWoH
Fundraising/Participant Not provided Median $110 Avg. $137.12, Median $115
Avg. $160.88, Median $110
Fundraising Growth -7.63% 15% 58.47% 15.80%
Attendance Growth .22% 11% 83.09% -1.52%
* Industry Benchmarks from Run, Walk, Ride 30 Survey** Industry Benchmark provided by Event360
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Participants Who Raised More, The Same Or Less
2008 2009 2010
# % # % # %
Raised More 324 10 392 7 598 10
Raised Same 2,492 79 4,634 85 4,994 79
Raised Less 335 11 408 8 680 11
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Which benchmarks?
Mission
Revenue
Gifts
Donors
Participants
Event
• Key metrics:– Conversion rates to org
donor– # of opt-ins for org
follow-up– The ask!!!!– Focus on reasons
people participate/segmented communication
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WAY #2: WEB SITE
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What do you think? Key Components of an Online Event Website:
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Key Components for the Website• Registration• Top team fundraisers• Top individual fundraisers• Event details• Support
– FAQs– Phone number
• Simple steps to participate• Donate opportunity without registering
– Multiple ways to donate• Search – teams, individuals• Connection to mission
– How $$ are used– Emotional appeal
• Event goal• Opportunity to request info – email, mail• Social Media Links
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04/11/2023 proprietary and confidential 55
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proprietary and confidential 56
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and confidential
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Use the registration form to capture key info• Team captains
– How many team members do you expect?– Do they increase the team fundraising goal?– More personalized service, immediate telephone call (more on
this later)• Team members
– Do they increase their personal fundraising goal?– Are they the top fundraiser on their team?
• Individuals– Consider a ‘singles’ board – Upgrade to a team
• Corporate team– Matching gift option?
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Encourage self-sponsorship at registration
• 19/20 top fundraisers for MSF’s Be There 1st donated to themselves
• 25% of all donations (not-general) were self-donations
• In many cases, participants made multiple donations to themselves.
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Participant Centre
• Key part of communication for your participants
• Set up personal and team pages, customize with photos and copy
• Send emails to friends and family• View campaign updates
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Participant Centre Features
• Import your address book• Send varieties of email templates to your contacts
• Join• Support• Thank you
• Users can edit these messages and preview before sending.
• Easily see which of your address book contacts have been sent each message, corresponding date, and whether or not they have donated to you or your team.
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04/11/2023 proprietary and confidential 62
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The two BIG asks1. Charity asks people to participate2. They then ask their friends, family, co-
workers, classmates to giveThe biggest reason people don’t give?
THEY ARE NOT ASKED• So, make it simple, provide people with
the tools, give them templated emails, encourage them along the way
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WAY #3: SURVEYListen to your supporters!
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The case against anonymous post-event surveys
• Understand why they participate in the event and craft communication plan
• Track ‘issues’ and deal with them personally (renewal is vital)
• Understand if person likes incentives or is turned off by them
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Also, use the registration form to capture key info• Team captains
– How many team members do you expect?– Do they increase the team fundraising goal?– More personalized service, immediate telephone call (more on
this later)• Individuals
– Consider a ‘singles’ board – Upgrade to a team
• Team members– Do they increase their personal fundraising goal?– Are they the top fundraiser on their team?
• Corporate team– Matching gift option?
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Reasons people participate in an event:• Affinity to activity
– I like to walk and be outside.• Affinity to third party group
– I want to support my company’s initiative to take an active role in the event.
• Affinity to participants– I like to spend time with my neighbours or friends.
• Affinity to cause– I want my children to live in a world without ovarian cancer.
• Affinity to organization– I believe strongly in Ovarian Cancer Canada.
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WAY #4: SOCIAL MEDIAMake sure you leverage
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Social media landscape
• Facebook is the #1 social network used by nonprofits (98%)
• Twitter adoption rate is increasing• Paid, earned and owned media• Online communities growing – more likes,
more followers• New players: Google+ and Pinterest
Source: The Nonprofit Social Network Benchmark Report, 2012
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WALK FOR KIDS HELP PHONE
Choose the best network for your event
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WALK FOR KIDS HELP PHONE10 Quick Wins to Implement
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We looked at 4 generationsGEN Y
• Trendsetters• Early Adopters
• Willingness to try new social networks
BOOMERS• Frequent
internet users• Less likely to upload
Videos or listen to podcasts
GEN X• Similar to Gen Y but
not as quick to adopt• More ‘regular’ users
of LinkedIn
CIVICS• More passive on
social media• 50% using Facebook
and YouTube
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Donors like peer to peer on social networks
• Donors like the idea of their friends and family asking for donations via social networks
• Younger people find this the most appropriate but older people are open to this too
• How can we use social media as a peer to peer channel?
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Social media & Peer-to-Peer
• The past decade saw the meteoric rise of peer to peer fundraising as a tool on engaging younger donors
• But as internet user starts to spend more and more time on social networks – the days of emailing to ask for a peer-to-peer gift may be declining
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Social media is #1 online activity
Source: comScore Media Metrix, March 2007 - October 2011
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Social Media Turbo charge for peer to peer fundraising
Source: Blackbaud Social Giving Report 2011
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Social Media Turbo charge for peer to peer fundraising
Source: Charity Dynamics, 2011
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4 steps for social media success
1. Make sharing easy2. Empower your participants3. Communicate regularly4. Measure, refine, repeat
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1. Make sharing easy
• Add sharing buttons to your website, emails, all collateral so people know where you are
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1. Make sharing easy
• Have a physical event?– Promote a Twitter hashtag– Be active on location-based social networks
(Facebook, Foursquare)– Take lots of photos– Constant reminders of your social media
presences
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2. Empower your participants
• Give them clear direction on how they can help
• Give them tools to help raise money through social channels
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Have participants fundraise for you everywhere
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3. Communicate regularly
• Social media has got to be “all in”• Keep the “social” in social media, can’t just push your
organization’s content, need to engage in a dialogue• Reserve time to monitor your social media channels on
a regular basis• Respond to comments or questions made by your
followers on your posts• Ask logical, relevant questions of your followers in
posts• Repost/retweet interesting relevant posts from others
engaging with you on social media• Keep your social media activities going year-round
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3. Communicate regularly• A schedule can really help with your communications strategy
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4. Measure, refine, repeat
• Shocking how many orgs go through the trouble of a social media strategy with no plans to track its success
• Track everything you can to the best of your ability– Messaging: polls, photos, positive/negative
sentiment– Social cues: likes, shares, retweets– Fundraising: donations, registrations– Website: pages/visit, time on site, bounce rate
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How is social media measured?
Source: comScore/Buddy Media
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11) Keep A Dashboard
• Find tools to help you aggregrate social media numbers in support of an event
• Monitor the dashboard and make tactical and strategic decisions based on what you see
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Social media summary
• Your constituents are on (multiple) social media networks, are you?
• 4 steps to social media success1. Make sharing easy2. Empower your participants3. Communicate regularly4. Measure, refine, repeat
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WAY #5: SEGMENT AND STEWARD MORE EFFECTIVELY
Communicate personally with the best ROI
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How can you be efficient in your communications?
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Segment donors
• Segmentation is the key to ensuring you are spending the right amount of time on the right participants1. Team Captains raising > ? or of large teams2. Team Captains raising < ? or of small teams3. Team Members raising > ?4. Team Members raising < ?5. Individuals6. Non-fundraisers
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Pareto₂
• Of your top 20% of participants, give a highly personalized experience to the top 4%
• Assign a personal fundraising coach – check-in regularly
• Also provided additional support for team captains of large team (10+ people)
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Managing resources
• Team captain with large team or high goal– account manager visit, personalised kit
• Other team captains– account manager, standard kit
• Individuals– promote upgrading
• Team member– basic kit
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Stewardship
• Thank you call – Congratulations on completely your first
Walk– Encourage sign up for next years Walk
• First time Walker thank you email series – Links to social media to stay involved year
round – Encouraging sign up for next years Walk
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proprietary and confidential
Recruitment Emails
WalkAudience 2010 Participants 2010 Participants 2010 Participants 2010 Participants 2010 Participants 2010 Participants 2010 Participants
Kill File 2011 Participants 2011 Participants 2011 Participants 2011 Participants 2011 Participants 2011 Participants 2011 Participants
Sequence Email 1 Email 2 Email 3 Email 4 Email 5 Email 6 Email 7
Timing 19 weeks before event
16 weeks before event
13 weeks before event
10 weeks before event
7 weeks before event
4 weeks before event
1.5 weeks before event
Send Date 06-May 27-May 17-Jun 08-Jul 29-Jul 19-Aug 02-Sep 12-Sep
MessageA new year of WWoH/ Team
captain invitation
An exclusive invitation for last
year's WWoH participants/
Highlighting 2010 success
How your WWoH dollars make a
difference/ Survivor spotlight
3 reasons you should sign up for
WWoH today
What does WWoH mean to
you?
In less than a month/
Countdown invitation
Time-sensitive information
about this year's WWoH
Day ofCALL TO ACTION Sign up online for
2011Sign up online for
2011Sign up online for
2011Sign up online for
2011Sign up online for
2011Sign up online for
2011Sign up online for
2011
Emails with conditional content for past team captains
Start a team------------------Sign up online
Start a team------------------Sign up online
Start a team------------------Sign up online
Start a team------------------Sign up online
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proprietary and confidential
Coaching Emails
WalkAudience
All 2011 Participants
Sequence Email 1 Email 2 Email 3 Email 4 Email 5 Email 6 Email 7 Email 8 Email 9 Email 10 Email 11 Email 12 Email 13
Timing18 weeks
before event
15 weeks before event
12 weeks before event
10 weeks before event
8 weeks before event
6 weeks before event
4 weeks before event
3 weeks before event
2 weeks before event
8 days before event
4 days before event
Day before WWoH
3 days after event
Send Date 08-May 29-May 19-Jun 03-Jul 17-Jul 31-Jul 14-Aug 21-Aug 28-Aug 04-Sep 08-Sep 11-Sep 12-Sep 15-Sep
Message3 steps to fundraising success - tutorial
New ways to
fundraise with
Why you WWoH
An update on your progress
so far
Tip: Add your
WWoH URL to your email
signature
Do your Facebook
friends know that
you're Walking
this year?
How your WWoH dollars
help save lives
10 friends and $10
The WWoH
totals so far...
Tip: Successfu
l fundraisin
g on Facebook
A WWoH team
challengeEvent
Details
Day of
Thank You
CTA
Personal donation/
update page/ send
emails
Send streams
on Facebook-------------
----goal
Share your
WWoH story on
your personal page/ Tell 6 friends
Double your totals today
-----------------
Personal donation/
send emails
Create a personal URL/ Add it to your
email signature
Send streams
on Facebook-------------
----Goal
Send an email with 2
key cancer facts
Ask 10 friends for $10
Ask 4 new
potential donors
-----------------
Ask 8 new
potential donors
Donate your
profile pic on
Facebook/ Send
streams-------------
----goal
Which team
member can raise the most
$ between now and
this weekend
?
Prepare for the
WWoH/ Last email
push
Share your
WWoH experience/Survey
Conditionals
Team Captains
------------------
Team Members
No goal-------------
----goal
Updated personal
page-------------
----Not
updated personal
page
Raised $ online
-----------------
$0 raised online
Team Captains
------------------
Team Members
No goal-------------
----goal
emails sent
-----------------
no emails sent
Team Captains
------------------
Team Members
$100+ raised online
-----------------
>$100 raised online
No goal-------------
----goal
Team Captains
------------------
Team Members
Team Captains
------------------
Team Members
Team Captains
------------------
Team Members
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• Newsletter-style email:
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• Participant segmentation– Allowed for specific and targeted fundraising
messages – Team Captains– Raised $0– Raised <$500– Raised >$500
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• Strong content/great incentives
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WAY #6: MULTI-CHANNEL COMMUNICATION: PHONE AND ONLINE
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HOW TO USE THE TELEPHONE WITH PLEDGE EVENTS
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The Phone can be irritating…
“The bathtub was invented in 1850 and the telephone in 1875. In other words, if you had been living in 1850, you could have sat
in the bathtub for 25 years without having to answer the phone”
Bill DeWitt
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But…
“The telephone, which interrupts the most serious conversations and cuts short the most weighty
observations, has a romance of its own”
Virginia Woolf
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The phone and online?
0102030405060708090
100
1 2
Per
cent
age
of G
oal R
aise
d (%
)
1: without call; 2: with call
Percentage of Goal Raised - without and with a call
Percentage of Goal Raised
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Further tests…
• A phone test was conducted a second year with online event registrants…
• The test group that received a phone call (2.5 minutes in length) raised $131.42 more than a registrant who did NOT receive a call
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Online pledge pages and calling….
Not Called Called $-
$100
$200
$300
$400
$500
$600
$700
$800
$900
$1,000
$722.18
$920.09
Yoga In MotionImpact of Calling Participants
Avg. Revenue Per Participant
Action Taken
Aver
age
Reve
nue
($)
Up 27.4%
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High touch…high gift amounts…
• 20 board member pages• $237,534 raised ($143,000
by one board member)• Phone used to stimulate,
manage, and help board members with their personal pages
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Proprietary & Confidential 111
The phone and pledge pages are beautiful partners…
hjc
Average Raised
Including Inactive Participants No Call 1 call 2 calls
$84.01 $187.59 $456.18
Excluding Inactive Participants $140.30 $213.85 $596.54
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Proprietary & Confidential 112
“MSF contact was perfect. I received one call that was meant to answer any of my questions and assist me in fundraising. It
was great.”Participant Survey Respondent
The number one rated interaction with MSF was the phone call over the three month campaign!
hjc
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When to Call?
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What to say?
• Thank you for registering• Can I help at all?• You’re doing a great job! Is the
technology working for you? Any questions at all?
• One week ‘til race day!• You’ve reached your fundraising goal!
Let’s raise it.
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And one last thing!
• How do you convert your lapsed donors and pledge participants?
• Very carefully!• You need to combine online, mail, and the
phone• You need to come up with a monthly giving
offer that is connected to their emotional, personal connection to the individual and ‘team’ experience of the event
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Go online and fill out the survey! We’ll select 1 WINNER to receive complimentary 1-hour pledge event fundraising consulting session
http://www.surveymonkey.com/s/MKJWHWP
Take our survey!