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INDEPENDENT FUNDRAISING EVENTS STUDY FINDINGS

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Page 1: INDEPENDENT FUNDRAISING EVENTS STUDY FINDINGS...• Oakville Hospital Foundation is a small to medium size non-profit • Major arteries of the foundation (15 staff members): • Major

INDEPENDENT FUNDRAISING EVENTS STUDY FINDINGS

Page 2: INDEPENDENT FUNDRAISING EVENTS STUDY FINDINGS...• Oakville Hospital Foundation is a small to medium size non-profit • Major arteries of the foundation (15 staff members): • Major

AGENDA

Current Trends in IFE

Insights to IFE Events

Oakville Hospital Foundation

Canadian Cancer Society

MS Society

Strategies and Tips for IFE Success

Page 3: INDEPENDENT FUNDRAISING EVENTS STUDY FINDINGS...• Oakville Hospital Foundation is a small to medium size non-profit • Major arteries of the foundation (15 staff members): • Major
Page 4: INDEPENDENT FUNDRAISING EVENTS STUDY FINDINGS...• Oakville Hospital Foundation is a small to medium size non-profit • Major arteries of the foundation (15 staff members): • Major

Survey responses from 132

organizations

66% with annual revenue in excess of

$1million

Segments

59% Health organizations

23% Children’s organizations

7 additional segments

Location

86% US

11% Canada

Page 5: INDEPENDENT FUNDRAISING EVENTS STUDY FINDINGS...• Oakville Hospital Foundation is a small to medium size non-profit • Major arteries of the foundation (15 staff members): • Major
Page 6: INDEPENDENT FUNDRAISING EVENTS STUDY FINDINGS...• Oakville Hospital Foundation is a small to medium size non-profit • Major arteries of the foundation (15 staff members): • Major

OPPORTUNITIES

• Minimizes work for the organization

• Donor satisfaction

• High participant donor retention

• Fundraising on par with endurance

events

• New donors, new $s

• Opportunity to grow into signature event

Page 7: INDEPENDENT FUNDRAISING EVENTS STUDY FINDINGS...• Oakville Hospital Foundation is a small to medium size non-profit • Major arteries of the foundation (15 staff members): • Major

CHALLENGES

Control

Page 8: INDEPENDENT FUNDRAISING EVENTS STUDY FINDINGS...• Oakville Hospital Foundation is a small to medium size non-profit • Major arteries of the foundation (15 staff members): • Major

CHALLENGES

• Control

• Brand

• Options

• Event guidelines

• Conveying your mission

• Customer service by differentiation

• Helping fundraisers be successful

Page 9: INDEPENDENT FUNDRAISING EVENTS STUDY FINDINGS...• Oakville Hospital Foundation is a small to medium size non-profit • Major arteries of the foundation (15 staff members): • Major

DIY MODELS

• Participants fundraise how they wish

• Broad set of options within one program

Open Model

• Participants fundraise with a number of options

• Customized registration and fundraising pathways

Hub Model

• Participants fundraise with a specific event type

• Targeted registration and fundraising messaging

Campaign

Page 10: INDEPENDENT FUNDRAISING EVENTS STUDY FINDINGS...• Oakville Hospital Foundation is a small to medium size non-profit • Major arteries of the foundation (15 staff members): • Major

DIY MODELS

Page 11: INDEPENDENT FUNDRAISING EVENTS STUDY FINDINGS...• Oakville Hospital Foundation is a small to medium size non-profit • Major arteries of the foundation (15 staff members): • Major

FUNDRAISING

POTENTIAL

Page 12: INDEPENDENT FUNDRAISING EVENTS STUDY FINDINGS...• Oakville Hospital Foundation is a small to medium size non-profit • Major arteries of the foundation (15 staff members): • Major

STRATEGIC GOALS

DonorEngagement

Revenue

WiderRecruitment

40% of Donors encourage family and friends to donate

27% actively fundraise for their favorite charity

* Nonprofit Donor Engagement Study

Page 13: INDEPENDENT FUNDRAISING EVENTS STUDY FINDINGS...• Oakville Hospital Foundation is a small to medium size non-profit • Major arteries of the foundation (15 staff members): • Major

Organization

Development 62%

Events

19%

Marketing

6% Other

13%

STAFFING

76% Have at least 1 full time staff

Page 14: INDEPENDENT FUNDRAISING EVENTS STUDY FINDINGS...• Oakville Hospital Foundation is a small to medium size non-profit • Major arteries of the foundation (15 staff members): • Major

SKILLS

Page 15: INDEPENDENT FUNDRAISING EVENTS STUDY FINDINGS...• Oakville Hospital Foundation is a small to medium size non-profit • Major arteries of the foundation (15 staff members): • Major

OAKVILLE

HOSPITAL

FOUNDATION

DO-IT-YOURSELF

PERSONAL FUNDRAISING PAGES

Page 16: INDEPENDENT FUNDRAISING EVENTS STUDY FINDINGS...• Oakville Hospital Foundation is a small to medium size non-profit • Major arteries of the foundation (15 staff members): • Major

OVERVIEW

• Oakville Hospital Foundation is a small to medium size

non-profit

• Major arteries of the foundation (15 staff members):

• Major Gifts

• Events

• Direct Mail

• Communications

• Surpassed $60 million campaign goal to fund the opening

day equipment needs of the new Oakville Trafalgar

Memorial Hospital (OTMH)

• In fiscal year 2014/2015 we raised $17.8 million for OTMH

Page 17: INDEPENDENT FUNDRAISING EVENTS STUDY FINDINGS...• Oakville Hospital Foundation is a small to medium size non-profit • Major arteries of the foundation (15 staff members): • Major

PERSONAL PAGES

• Your brand, your website, your organization’s messaging

• Supporters into ambassadors

• User friendly setup process

• Staff support

• Readily accessible on the website

• Inspiration through social media

Page 18: INDEPENDENT FUNDRAISING EVENTS STUDY FINDINGS...• Oakville Hospital Foundation is a small to medium size non-profit • Major arteries of the foundation (15 staff members): • Major
Page 19: INDEPENDENT FUNDRAISING EVENTS STUDY FINDINGS...• Oakville Hospital Foundation is a small to medium size non-profit • Major arteries of the foundation (15 staff members): • Major

IN MEMORY

Page 20: INDEPENDENT FUNDRAISING EVENTS STUDY FINDINGS...• Oakville Hospital Foundation is a small to medium size non-profit • Major arteries of the foundation (15 staff members): • Major

SPECIAL OCCASION

Page 21: INDEPENDENT FUNDRAISING EVENTS STUDY FINDINGS...• Oakville Hospital Foundation is a small to medium size non-profit • Major arteries of the foundation (15 staff members): • Major

IN HONOUR

Page 22: INDEPENDENT FUNDRAISING EVENTS STUDY FINDINGS...• Oakville Hospital Foundation is a small to medium size non-profit • Major arteries of the foundation (15 staff members): • Major

HIGHLIGHTS

• Oakville Hospital Foundation launched Personal Pages in Fall

2011 – raised more than $200,000

• More than 60 users have created tribute micro-site for a life

event or cause

• We received more than 1900 online gifts

Page 23: INDEPENDENT FUNDRAISING EVENTS STUDY FINDINGS...• Oakville Hospital Foundation is a small to medium size non-profit • Major arteries of the foundation (15 staff members): • Major
Page 24: INDEPENDENT FUNDRAISING EVENTS STUDY FINDINGS...• Oakville Hospital Foundation is a small to medium size non-profit • Major arteries of the foundation (15 staff members): • Major
Page 25: INDEPENDENT FUNDRAISING EVENTS STUDY FINDINGS...• Oakville Hospital Foundation is a small to medium size non-profit • Major arteries of the foundation (15 staff members): • Major
Page 26: INDEPENDENT FUNDRAISING EVENTS STUDY FINDINGS...• Oakville Hospital Foundation is a small to medium size non-profit • Major arteries of the foundation (15 staff members): • Major
Page 27: INDEPENDENT FUNDRAISING EVENTS STUDY FINDINGS...• Oakville Hospital Foundation is a small to medium size non-profit • Major arteries of the foundation (15 staff members): • Major
Page 28: INDEPENDENT FUNDRAISING EVENTS STUDY FINDINGS...• Oakville Hospital Foundation is a small to medium size non-profit • Major arteries of the foundation (15 staff members): • Major

DIY Fundraising at the MS Society of

Canada

Page 29: INDEPENDENT FUNDRAISING EVENTS STUDY FINDINGS...• Oakville Hospital Foundation is a small to medium size non-profit • Major arteries of the foundation (15 staff members): • Major

BACKGROUND

Nationally branded program to support independent

fundraisers at the local, provincial and national level

Combining DIY Fundraising and Third Party

I Challenge MS officially launched in May 2015

Page 30: INDEPENDENT FUNDRAISING EVENTS STUDY FINDINGS...• Oakville Hospital Foundation is a small to medium size non-profit • Major arteries of the foundation (15 staff members): • Major

PURPOSE 1

SUPPORT 3

DESIGN 2

LONG TERM 4

OVERVIEW

Page 31: INDEPENDENT FUNDRAISING EVENTS STUDY FINDINGS...• Oakville Hospital Foundation is a small to medium size non-profit • Major arteries of the foundation (15 staff members): • Major

Bring Third Party & DIY under one

cohesive brand that is empowering,

exciting, and enabling.

PURPOSE

Page 32: INDEPENDENT FUNDRAISING EVENTS STUDY FINDINGS...• Oakville Hospital Foundation is a small to medium size non-profit • Major arteries of the foundation (15 staff members): • Major

Canada has the highest rate of MS in the world. From coast to

coast, Canadians are taking up the challenge and doing

something about it. Host a dinner. Run a marathon. Climb a

mountain. Whether you do it by yourself, with your family, co-

workers, or community, you can help end MS.

How will you challenge MS?

Canada has the highest rate of MS in the world. From coast to

coast, Canadians are taking up the challenge and doing

something about it. Host a dinner. Run a marathon. Climb a

mountain. Whether you do it by yourself, with your family, co-

workers, or community, you can help end MS.

How will you challenge MS?

Page 33: INDEPENDENT FUNDRAISING EVENTS STUDY FINDINGS...• Oakville Hospital Foundation is a small to medium size non-profit • Major arteries of the foundation (15 staff members): • Major

BEFORE I CHALLENGE MS

Page 35: INDEPENDENT FUNDRAISING EVENTS STUDY FINDINGS...• Oakville Hospital Foundation is a small to medium size non-profit • Major arteries of the foundation (15 staff members): • Major

Hub Style – based on key lifestyle, interest, and

demographic groups.

DESIGN

Page 36: INDEPENDENT FUNDRAISING EVENTS STUDY FINDINGS...• Oakville Hospital Foundation is a small to medium size non-profit • Major arteries of the foundation (15 staff members): • Major

Targets:

• Lifestyle interest groups (e.g. fitness, adventure travel,

online)

• Companies, organizations, schools

• Lapsed and current MS Walk/MS Bike participants

looking for new ways to support

• Donors looking to be more actively involved

Page 37: INDEPENDENT FUNDRAISING EVENTS STUDY FINDINGS...• Oakville Hospital Foundation is a small to medium size non-profit • Major arteries of the foundation (15 staff members): • Major

FUNDRAISING OPTIONS

Page 38: INDEPENDENT FUNDRAISING EVENTS STUDY FINDINGS...• Oakville Hospital Foundation is a small to medium size non-profit • Major arteries of the foundation (15 staff members): • Major

Provide supporters with the tools they

needed to leverage their peer network

SUPPORT

Page 39: INDEPENDENT FUNDRAISING EVENTS STUDY FINDINGS...• Oakville Hospital Foundation is a small to medium size non-profit • Major arteries of the foundation (15 staff members): • Major

Fundraising toolkit – available to all supporters

Page 40: INDEPENDENT FUNDRAISING EVENTS STUDY FINDINGS...• Oakville Hospital Foundation is a small to medium size non-profit • Major arteries of the foundation (15 staff members): • Major

CUSTOM TOOLS & RESOURCES

Each campaign type comes with resources specifically

design for the program

All kits provide:

• Fundraising guide

• Tax receipt guidelines

• Budget templates

• Customizable poster

• Letter of spport

Page 41: INDEPENDENT FUNDRAISING EVENTS STUDY FINDINGS...• Oakville Hospital Foundation is a small to medium size non-profit • Major arteries of the foundation (15 staff members): • Major

Social media Customizable invite Customizable poster

Sample customized resources

Page 42: INDEPENDENT FUNDRAISING EVENTS STUDY FINDINGS...• Oakville Hospital Foundation is a small to medium size non-profit • Major arteries of the foundation (15 staff members): • Major

Steward fundraisers intentionally and

strategically, so they realize success

and become lifelong supporters of the

MS Society.

LONG-TERM

OBJECTIVE

Page 43: INDEPENDENT FUNDRAISING EVENTS STUDY FINDINGS...• Oakville Hospital Foundation is a small to medium size non-profit • Major arteries of the foundation (15 staff members): • Major

WHAT CAN WE LEARN FROM

THESE IFE PIONEERS?

Page 44: INDEPENDENT FUNDRAISING EVENTS STUDY FINDINGS...• Oakville Hospital Foundation is a small to medium size non-profit • Major arteries of the foundation (15 staff members): • Major

STRATEGIES FOR

DESIGNING AND IMPROVING

YOUR IFE PROGRAM

Page 45: INDEPENDENT FUNDRAISING EVENTS STUDY FINDINGS...• Oakville Hospital Foundation is a small to medium size non-profit • Major arteries of the foundation (15 staff members): • Major

HOW IFE IS DIFFERENT THAN

SIGNATURE P2P

• Fundraisers are on their own schedule

• They’re fundraisers not participants

• It’s personal for both the fundraising and the project

Page 46: INDEPENDENT FUNDRAISING EVENTS STUDY FINDINGS...• Oakville Hospital Foundation is a small to medium size non-profit • Major arteries of the foundation (15 staff members): • Major
Page 47: INDEPENDENT FUNDRAISING EVENTS STUDY FINDINGS...• Oakville Hospital Foundation is a small to medium size non-profit • Major arteries of the foundation (15 staff members): • Major

IDENTIFY YOUR AUDIENCE

Who will participate in the program?

• Past participants of signature events?

• Those directly impacted by your cause

• Those supporting those impacted by your cause?

• Athletes / Sports Enthusiast

• Community & Business Leaders

• Companies

• Schools

• Churches

Page 48: INDEPENDENT FUNDRAISING EVENTS STUDY FINDINGS...• Oakville Hospital Foundation is a small to medium size non-profit • Major arteries of the foundation (15 staff members): • Major

HOW WILL THEY PARTICIPATE

• Individual or Teams?

• What types of fundraising projects?

• Any seasonality?

• Why will they fundraise?

Page 49: INDEPENDENT FUNDRAISING EVENTS STUDY FINDINGS...• Oakville Hospital Foundation is a small to medium size non-profit • Major arteries of the foundation (15 staff members): • Major

SCALING YOUR COACHING

Uses Social Media and

Mobile Tools

Event Planning

Sent Email Messages

Hits Fundraising Thresholds $100, $250, $500, $1000

Updated Fundraising Page

Receives a donation

Planning a Fundraising Project

Page 50: INDEPENDENT FUNDRAISING EVENTS STUDY FINDINGS...• Oakville Hospital Foundation is a small to medium size non-profit • Major arteries of the foundation (15 staff members): • Major

SUPPORT THEIR FUNDRAISING

AND PROJECT

Fundraising Tips

Motivational Messaging

Toolkit Reminders

Examples of Other

Fundraisers

Thank you

Page 51: INDEPENDENT FUNDRAISING EVENTS STUDY FINDINGS...• Oakville Hospital Foundation is a small to medium size non-profit • Major arteries of the foundation (15 staff members): • Major

KEY PERFORMANCE

INDICATORS

• # of Fundraisers

• # of Fundraisers Fundraising

• Average # of Donors

• Mean and Average Fundraising Total

• # of Repeat Fundraisers

• Fundraiser Source and Origins

• Types of Projects

Page 52: INDEPENDENT FUNDRAISING EVENTS STUDY FINDINGS...• Oakville Hospital Foundation is a small to medium size non-profit • Major arteries of the foundation (15 staff members): • Major
Page 53: INDEPENDENT FUNDRAISING EVENTS STUDY FINDINGS...• Oakville Hospital Foundation is a small to medium size non-profit • Major arteries of the foundation (15 staff members): • Major

CONTACT SPEAKERS

Donna Wilkins

[email protected]

@donnajwilkins

@charitydynamics

www.charitydynamics.com

Sue Dalos

[email protected]

http://convio.cancer.ca/site/TR?pg

=entry&fr_id=19672

Thadshiga Jayaseelan

[email protected]

@DreamersEvents

@OakvilleHF

http://www.oakvillehospitalfoundation.com/Ways-to-Give/Personal-Pages.aspx

Candice Hamel

[email protected]

http://mssoc.convio.net/site/PageServer?pagename=ichallenge_whatisichallenge