fundraising strategy, donor and board engagement · • social media posts were repetitive - style,...

FUNDRAISING STRATEGY, DONOR and BOARD ENGAGEMENT

AGENDA

BIG DAY OF GIVING BOOSTS FUNDRAISING POWER

Individual matches

CREATIVE DONOR ENGAGEMENT ATTRACTS AND GROWS GIVING

BOARD ENGAGEMENT AND GIVING MAKE A BIG DIFFERENCE

What Happened in 2015

Real-time Strategic Planning

Activating Your Board

NONPROFIT EXPERT PANEL

How Did They Do It?

LEARNING LAB BREAKOUT

Share and Learn from Each Other

#bigdog2016

Pitch: Who are you and why you are participating in BDoG?

BIG DAY OF GIVING BOOSTS FUNDRAISING

POWER

Priscilla Enriquez- Chief Giving Officer, SRCF@priscillacgo /sacregcf/

What Happened in 2015

What Happened in 2015

What Happened in 2015

New for 2016

BDoG Incentive Funds to cover prize challenges and technology fees

Focus of 2016 training on100% board giving

Securing individual match challenge funds

Case Study: North Texas

Susan Swan Smith

Chief Relationship

Officer

Communities

Foundation of Texas

@CFNTx_

Case Study: North Texas

Contributing challenge funds allows donors to:

• Multiply the impact of their gift for a nonprofit

• Supplement the Giving Day prizes and bonus funds

• Motivate new giving

• Broaden the nonprofit’s giving base

Find Your Own Challenge Fund

Case Study: North Texas

Soliciting Challenge Funds

• Who are potential challenge fund donors?

• Board Members

• Volunteers

• Donors to previous Giving Days

• Companies and foundations who could not

otherwise participate

• How do you ask?

• Directly

• Use your board!

Find Your Own Challenge Fund

• 186 nonprofits raised $6.5 million in challenge funds

specifically for their own organization.

• They ranged from $500 to $1,000,000

• Parameters included:

• 1:1, 1:2, and 1:5 up to a specified amount

• New gifts only

• New or increased gifts

• Total number of gifts

• Corporate gifts

$6 Million!

30,000 donors

100% board giving

GOALS

WHAT ARE YOUR GOALS?

Fundraising?

Donors?

Board engagement?

Challenge fund

Social media?

Visibility?

What else?

CREATIVE DONOR ENGAGEMENT ATTRACTS

AND GROWS GIVING

Heath Buckmaster - Director, On-Air Fundraising, KVIE

@buckmasterflash /HeathTV

• Acquisition and Retention of Donors

• Telling Your Story / Define Your Uniqueness

• What do we do on May 3?

• Big Dog is OVER - Now what?

• Q&A

DONOR ENGAGEMENT AND TRAINING TOPICS

• There are NEW donors out there, with MONEY $$$

• 29% of donors to #BigDog2015 were NEW

• 8% of total national giving on #BigDog2015 came from the

Sacramento region

• Existing donors plan to come back

• Existing Donors want to share their philanthropy with

friends, make it easy for them

• 93% of #BigDog2015 donors intend to participate in 2016

• 70% of #BigDog2015 donors intend to support the SAME

NPO again

Competition for $$$ is increasing – how are you going

DONOR ENGAGEMENT AND

TRAINING TOPICS

• Donors are watching Social Media – are you as

visible as you should be?

• #1 referral to donation system was from

Facebook

• 40% of all donations came from a mobile

device

DONOR ACQUISITION

• SHARE: How have you retained your current donors?

• Ideas for 2016

• Contact your list of #BigDog2015 donors – challenge

them to increase their gift for #BigDog2016.

• Solicit Matching Gift Opportunities from passionate

(major/leadership) donors, vendors, partners.

• Build your Sustaining Membership program – Ongoing

Monthly Giving is essential

DONOR RETENTION

• What makes your organization unique?

• How can you best convey stories/examples of the

impact your organization is having on the world?

• Can you tell your story in 140?

This Mama cat already raised one litter this year, but now she’s

spayed! #BigDog2015

#spayneuter

Yolo County SPCA

The orchestra continues to play

without the student who needs this instrument. 15 minutes to

give. Let’s fix this violin!

DSOMA

TELLING YOUR STORY

@916_INK Congrats exceeding your Big Day of Giving Goal

in #Sacramento kids become

published #Authors in beautiful

#books #BigDog2015

• Take a Deep Breath, Implement Your Plan, Track Your Progress

• The Must-Do List

• Send Emails – 80% of donors learned about BDOG via email

• Donors will tolerate multiple emails for this major event

• Be Active on Social Media – Facebook / Twitter / Instagram / More

• 40% of donors used social media to promote #BigDog2015 to their friends

• Don’t be afraid of “Personal” Marketing – Phone Calls / Events

• Monitor Your Plan and Adjust as needed

• Make sure that scheduled posts and emails are sending

• Monitor social media and post live throughout the 24-hour period (assign an

owner!)

WHAT DO WE DO ON

MAY 3RD

• Get and Use Your Data

• Assign someone to download and save your data, then LOOK AT IT.

• Maximize Donor Retention

• Say Thank You / Keep Donors Engaged

• Share your End Of Year Impact Report showing how donor dollars have

been used and how they have made a difference.

• Build your SUSTAINER program – regular monthly giving

• Set a goal to get a second gift from a new donor

• Rate of donor retention goes from 22% to 60% once a second gift is received!

• The ultimate goal for every donor should be the bequest.

BDOG IS OVER: NOW WHAT?

BOARD ENGAGEMENT AND GIVING

MAKE A BIG DIFFERENCE

Kim Tucker- Executive Director, Nonprofit Resource Center

@ketchkim /Nonprofit Resource Center

The Board’s Role in …

Readiness & Outreach

Giving & Asking

Thanking & Stewarding

BEST PRACTICES

BOARD GIVING IN 2015

100% Board giving … and on May 3

Set a goal of dollars and numbers of people

Your network

The organization’s database

The IDP – Individual Development Plan

Creative engagement of your network

SETTING THE EXAMPLE

A TEAM EFFORT

Staff & Leadership

Existing Supporters

Volunteers

Prospective Supporters

Board Members

LEVERAGE YOUR NETWORK

Social media shout-outs day of

Board member thank you within 48 hours

Quarterly engagement thereafter

Utilize a variety of methods

Email

Phone

Professional settings

BUILDING RELATIONSHIPS

NONPROFIT EXPERT PANEL How Did They Do It?

PANEL DISCUSSION

Julie Bornhoeft, Chief Marketing and Development Officer, WEAVELaurie Nelson, Board President, Sacramento Philharmonic and OperaCrystal Brooks, Development Associate, Sierra Forever Famililes

NPO Name Donations

Sierra Forever Families $70,157.00

Sacramento Philharmonic

and Opera$53,929.00

WEAVE $23,334.00

2015 RESULTS

Big Day of Giving 2015

Mission

To build a community that does not tolerate

domestic violence and sexual assault and provides survivors

with the resources they need to be safe and thrive.

Julie Bornhoeft, MA, CFRE

Chief Development & Marketing

Officer

Fundraising Philosophy

Donor Engagement - Everyone deserves the

opportunity to donate to WEAVE. We create

the opportunity - donors decide.

• Big Day of Giving is an OPPORTUNITY

• Engage existing donors differently

• Unprecedented exposure to new donors

2014

• Learning

• $18,085 raised

2015

• Increase giving

• Test using a specific project & collaboration

• $23,550

STRATEGY

Big Day of Giving 2015

Advance Work & Communications

• Commitment to 100% Board Giving

• Calendar invite sent to board – add link day

before

• Teaser content on social media

• Emails to segmented donors

• Insider Information

• Opportunity to give

• Specific examples of how giving would help

STRATEGY

Big Day of Giving 2015Big Day of Giving

• Board Chair = Fundraising Ninja

• Social Media posts were repetitive - style, colors

and messaging.

• Specific examples of how giving would help

• Stewardship

• Executive Director communicated with major donors

• Template email with first 1-2 sentences personalized for each donation

• Shoutouts on social media as appropriate

STRATEGY

Big Day of Giving 2015

Post Event

• Leverage unique stewardship opportunity

• Project update in early August – pictures of what

“they” created.

• Invitation to launching of program

• Next Step: Success story of first family moving into the

project in the works.

STRATEGY

BREAKOUT

Share, discuss, problem-solve!

What is your donor and board engagement plan? What is your biggest challenge with board giving?

What is your biggest challenge with donor stewardship?

• Share and reportback to the larger group Top 5 things you learned?