managing diy fundraisers workshop at 2013 run walk ride conference

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After years of resisting supporter requests to “do their own thing”, smart nonprofits realize that there is lots of money to be made in allowing supporters to leverage peer-to-peer fundraising in their own ways. Donna Wilkins of Charity Dynamics and Nancy Palo of Blackbaud show you how to increase revenue by providing independent fundraisers with the support they need without overextending your staff.

TRANSCRIPT

DIY Fundraising 2.0

Past, Present and Future

What Activities

Raised the Most in

the Past?

What Is Trending in the DIY Space?

What Are Our

Strategic Goals?

Keep Up With Technology

Responsive Configuration

Social Gamification

Mobile Friendly is the New Standard

Social Media is Not An Option

Introduce Gamification Into Experience

Survey DIY Fundraisers

SWOT ANALYSIS

Managing DIY Fundraisers

Managing Your DIY Fundraisers

ACQUISTION

COACHING

RETENTION

ONLINE EXPERIENCE

Acquisition

Acquisition: Marketing

Internally: always promote your campaign as on option to support your organization.

• Promote it on your website homepage• Create display ads for your most visited pages• Feature successful fundraisers – both individuals & activities via every asset:

website, social media, e-newsletters and printed materials

Externally: Create a brand for your campaign and utilize your organization’s media partners to promote the campaign.

• DIY fundraisers make great local news stories• Tie DIY fundraising to awareness campaigns• Paid advertising may be appropriate in special situations

Acquisition: Start Collecting Names!

Acquisition: Lapsed ParticipantsLife Happens. Give Participants Another Option to Fundraise.

Acquisition: Donors

Introduce DIY fundraising in welcome series email campaign and encourage donors to do more.

Use it as a gateway to P2P fundraising for major donors, board members, volunteers and more.

Acquisition: New Donors

Org Donors: 20%

Event Donors: 36%

DIY Donors: 71%

*Data from single organization in 2013

Coaching

Coaching: Staff Support

Qualify Fundraisers Through Registration

Assign Staff Time By Potential

Monitor Through Reporting

Sample Ranking Matrix

Connection to Cause

Family: 3

Other: 2

None: 1

Goal

$5K: 3

$1K: 2

$100: 1

Previous Fundraising Experience

Event: 3

Other : 2

None: 1

Coaching: Customer Service

Recognize your DIY fundraisers in the same manner you recognize your other fundraisers, volunteers and donors.

Coaching: Recognition

Coaching: Recognition

Coaching: Email Strategy16

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RECRUITMENT: Past Participants

RECRUITMENT: New Acquisition

COACHING: Registered Participants

Milestones

Autoresponders

Suggested Messages

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The event date

The event type (bake sale, marathon, etc.)*

When the participant enters the coaching stream**

When the participant should no longer receive coaching emails

* You may have this information depending on the setup of your event

** This applies to traditional events as well

What You Won’t Know

?

Registration Date

Personal Goal

Number of Donations

Amount Raised

Percent of Goal

Emails Sent

Self Donor Status

Team Captain Status

Team Member Status

Personal Page Status

Sample of What You May Know

How To Use What You Do Know

Dynamic Content

Static Content

Retention

Higher Fundraising; Lower Retention

5 Ways to Retain DIY Fundraisers1. Just like events, show their impact and how their fundraising has made a

difference.

2. Refresh your campaign annually and invite them to refresh their fundraising.

3. Identify fundraising timelines and develop triggers to reengage.

4. Create annual fundraising awards or celebrations for DIY fundraisers to encourage competition.

5. Provide passport opportunities for fundraisers to try multiple ways to fundraise for you.

Online Experience

Online Experience: Website

Website

Registration Process• Contact Information• Fundraising Activity Details• Inspire Goal Setting and Self Donations• Drive Action

Fundraising Tools• Personal Page• Email Tools

SentEmail

Updated Personal

Page

Made a Self

Donation

Updated Goal

Optimize Online Behaviors That Drive Revenue

Online Experience: Social

Online Experience: Communities

Online Experience: E-Commerce

Keep Up With Technology

Responsive Configuration

Social Gamification

Mobile Friendly is the New Standard

Social Media is Not An Option

Introduce Gamification Into Experience

DIY Campaign Styles Online

All Inclusive

Two Ways to Fundraise

Two Ways to Fundraise: Two Campaigns

Multiple Ways to Fundraise

Multiple Ways to Fundraise

SINGLE Fundraising Campaign

Build Upon Existing Campaign

Questions?

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