frontstream fundraising solutions new enhancements overview - #fscon15

June 8-9th | Las Vegas

FrontStream Fundraising Solutions

New Enhancements OverviewMark Connolly Tom Kiriakou

Director, Product Management Director, Account Management

Grant Halsey Meg Savin Product Manager Account Manager


OverviewNew Product Features

① Giving Day & Project Based Fundraising② Fundraising Minimums on FirstGiving③ FirstGiving in Canada④ Integration into the FrontStream CRM⑤ Volunteer Management for P2P Events⑥ Mobile Optimized Registration⑦ Dynamic Suggested Donation Amounts

Q & ABreakout Session


Giving Day & Project-based Fundraising on FirstGiving


• Add to any peer-to-peer event

• Collect custom information (t-shirt size, birthdate, etc.)

• Charge a registration fee

• Add a liability waiver

• Register groups

• Marathons

• Run/Walk/Ride Events

• Plunge Events

• Open-ended grassroots options

• Robust TEAM fundraising options

Custom Event Registration

Peer-to-Peer Fundraising

Classic FirstGiving Features


Thinking Beyond Peer-to-peer:Why Do We Give?


1. Group Mentality


2. Tangible Outcome


3. Personal Connection


4. Sense of Urgency


5. Recognition


Benefits of Giving Days• New donor acquisition

• Giving Days have yielded 20% to 60% new donors for participating nonprofit organizations.

• Engage existing but untapped base• 70% of millennials are willing to raise money on behalf of a nonprofit they care about.• 75% of millennials like retweet, or share content.• 83% of millennials made a financial gift to an organization.

• Raise Awareness• The Miami Foundation had nearly 8 million impressions on Facebook and Twitter on Give

Miami Day, while GiveMN generated over 11,000 tweets, 375 Facebook “likes” and 65,000 livestream viewers on Give to the Max Day.


New FirstGiving Option: “Giving-Day” ModelGiving DaysAwareness Month Campaigns


Giving Days on FirstGiving

Feature your inspiring stories on special landing pages

Real-time totals, leaderboards and reporting on the progress of

the day of your campaign

Mobile Ready with a clean, simple, donation process


New FirstGiving Option: Project Pages Buy SomethingBuild Something


Project Fundraising on FirstGiving

Easy for your team to set up, update, and manage -- Creating a great campaign page takes only minutes with our simple editor

Leverage the power of your supporters under the trust and

security of the FirstGiving platform

Send an automated thank you and tax receipt


Campaign Success!

Platform

Strategic social media plan

Clear end goal

Post-event communication

plan

Recipe for Success

Target audience


Multiple nonprofits will have ability to jointly create campaign for…

• Disaster relief• Research efforts • Advocacy

…Or any other combined effort!

New FirstGiving Option: Multi-charity Appeal


Fundraising Minimums on FirstGiving


Fundraising Minimums On FirstGiving last year…• Only 46% of fundraisers met the agreed

fundraising minimum• Collecting the shortfall would result in

21% increase in donations for the event

Fundraising minimums are the simplest way to ensure you’re not leaving donations on the table.


FirstGiving in Canada


Even More FirstGiving GoodnessLeverage FirstGiving’s

aggregation platform to accept donations with no

merchant ID

Use FirstGiving’s paid event registration and peer-to-peer capabilities to fundraise for

any recognized charity

Automatically send compliant tax receipts


FrontStream CRM Integration to P2P


The FrontStream CRM

• Platform to manage your donors, donations, events and volunteers

• Easily customized reports to fit your needs

• Segmented “smartlists” to send targeted communication to supporters

• Integrations with both FrontStream fundraising platforms (FirstGiving and Fundraising Pro)

• Integrations with Quickbooks, MailChimp and Constant Contact


Donor

Fundraiser

Team

Fundraiser

Event Name / ID

Fundraiser Name

Team Name

Fundraiser Contact Info

Registration Date

Fundraiser ID

FundraiserDonorReg. Fees

Donor

Event Name / ID

Donor Name

Donor Contact Info

Donation Amount

Donation Date

Fundraiser ID

Payment Information

Tribute Type

Registration Fees

Event Name / ID

Payment Information

Fundraiser ID


Data Values Passed to the CRMPerson Information Registration Information Donation InformationFundraiser/Donor Unique Identifier Registration Unique Identifier Emergency Contact Person Phone 2 Donation Unique IdentifierTitle Fundraiser Unique Identifier Team ID Donation DateName Event ID Team Name Donation AmountOrganization Name Event Name Team Registration Status Donation CurrencyLanguage Preference Registration Status Team Captain ID Donor Unique IdentifierAddress Type Registration Date Team Fee Amount Fundraiser Unique IdentifierAddress Registration Fee Amount Team Fee Currency Team Unique IdentifierCity Paid By Fundraiser ID Team Goal Amount Team NameProvince/State User Defined Field Team Type Event IDPostal/Zip Code Fee Amount Payment ID Event NameCountry Fee Currency Transaction ID Event Export IDPhone Number Fee Status Payment Date Tribute NameMobile Phone Number Fundraising Goal Payment Amount Tribute TypeEmail Address Participant Number Payment Currency User Defined FieldEmail Permission Registered By ID Payment Method Processing Fee AmountPost Permission Registration Type Payment Status Credit Card Type

Search Consent CC Type Credit Card Holder NameTransaction ID CC Holder Name Payment MethodEmergency Contact Person ID CC Expiry DateEmergency Contact Person Phone 1 CC Authorization


The Power of Integration

Use Donor Intelligence to raise more…


One-Time Donors

Occasional Donors

Monthly Donors

Volunteers

Fundraisers

Impact Email Volunteer Email

Impact Email Volunteer Email

Volunteer Email

Open RateClick Rate

The FrontStream CRM


Volunteer Management in Fundraising Pro P2P Events


• Volunteers are of huge value to nonprofit organizations.

• Approximately a hundred million people volunteer each year with an annual value in the range of $150 billion.

• Volunteers help save money, can provide great services to clients, closely connected to the community and reduce costs of services.

• They are instrumental in executing a great event.

Why are Volunteers Important?


Walk/Run/Ride EventEvent Day SetupEvent Day Tear DownCourse MarshalStart/Finish LineWater StationFood StationRegistrant Sign in


House BuildFramingElectricalRoofingDrywallGeneral


Volunteer Management


Mobile Optimized Registration


Get Optimized!

48% of traffic to the Fundraising Pro pages now comes from mobile devices


Mobile Registration


Mobile Fundraising


Mobile Donate


Dynamic Suggested Donation Amounts


Dynamic Donation AmountsFundraising Engine

Suggested Donation Amounts

$15.00

$20.00

$25.00

$30.00

$35.00

$40.00

$45.00

Other

Suggested Donation Amounts

$25.00

$35.00

$50.00

$60.00

$85.00

$105.00

$120.00

Other

Base Amount Previous Event


Breakout Session

frontstream fundraising solutions new enhancements overview - #fscon15

Government & Nonprofit