mid-level donor stewardship and cultivation

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Digital Stewardship and Cultivation: Moving Donors Up the Ladder Online PRESENTED BY: SALLY HEAVEN, SENIOR CLIENT SUCCESS LEAD, BLACKBAUD [email protected] ADVA PRISO, MANAGER, ONLINE MARKETING, WORLD WILDLIFE FUND [email protected] / @advapriso MARK ROVNER, FOUNDER AND PRINCIPAL, SEA CHANGE STRATEGIES [email protected] / www.seachangestrategies.com

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Digital Stewardship and Cultivation: Moving Donors Up the Ladder Online

PRESENTED BY: SALLY HEAVEN, SENIOR CLIENT SUCCESS LEAD, [email protected]

ADVA PRISO, MANAGER, ONLINE MARKETING, WORLD WILDLIFE [email protected] / @advapriso

MARK ROVNER, FOUNDER AND PRINCIPAL, SEA CHANGE [email protected] / www.seachangestrategies.com

We all do better when we all

do better #bbcon

About BlackbaudAbout Blackbaud

www.blackbaud.com

For the past 30 years, we have been developing software

and services for nonprofits. It’s a great market to work in, and

we are immensely proud that our expertise is helping our

29,000+ customers accomplish their missions. They serve as

a constant source of inspiration to us, and give purpose to

our work.

Mid-Level Giving – What Is It?

WHAT ISN’T IT?

• It’s not annual giving

• It’s not major giving

$10,000

$1,000

Mid-Level Giving

• An anecdote

• Culture clash?

• Value proposition

www.seachange.com/missing-middle

Major Giving and Direct Marketing

SUCCESSFUL MID-LEVEL GIVING PROGRAMS COMBINE

• The analytics and scalability of direct marketing

• The stewardship of major giving

• The best practices of sustainer programs

Growth

• Luminate Online Benchmark Report

• Sustainer revenue grew 18%

• Average sustainer gift size grew 1.21%

• Number of sustainer gifts grew 15%

World Wildlife Fund’s

Digital Mid-Level Donor Program

8 #bbcon

About World Wildlife Fund

9 #bbcon

Partners in Conservation

• $1,000-$24,999 level donors

10 #bbcon

Unprecedented Online Growth

11 #bbcon

65%

124%

271%

Overall $1000+ $84+/Mth Sustainers Renewals

Partners Digital Revenue % Increase FY12 to FY15

Three Keys to Program Success

6 #bbcon

© Shutterstock

#1: Long Term Investment

• Model fundraising strategy on Lifetime Values with Bequest potential of a

donor

13 #bbcon

60%

40%

$25k+ Rest

70%

30%

$10k-$24k Rest

75%

25%

$1k-$9k Rest

% of Donors with First Gift <$1000

#2: Collaboration

© Steve Morello / WWF-Canon

#3: Personalized Experience

• Segment and conditionalize fundraising

and stewardship emails:

• Message donor groups uniquely

• New/Active/Lapsed Renewals

• Custom ask strings

• Ask often!

#3: Personalized Experience

• Integrated web presence:

• Include high value program

• Use cookies

• Custom URLS for direct mail

What’s Next?

10 #bbcon

© Martin Harvey / WWF-Canon

No More ExcusesTen Affordable Ways to Cultivate and Steward

Middle Donors

MARK ROVNER, SEA CHANGE STRATEGIES

TWO WORDS OF CAUTION

ONE:Higher dollar, lower tech.

TWO:

Your job is to make them feel good,

not to stuff their heads with

information.

1. Give them your card.

2. Pick up the damn phone!

3. [Gulp] Hand write a note.

4. Share your clips

5. Host a virtual get-together

“By having this forum, we have been

made to feel like our opinions matter

and we are helping to create

something--so in the end, are even

more involved. Nice job!”

6. Do a Telephone Town Hall

Outgoing Phone Call +

Radio Call In Show +

Conference Call +

Data-rich interactive conversation

Another happy customer

“Earlier tonight I listened to Erica, Eric

and the Q&A on the call, which I

received “cold”…This motivated me to

donate monthly… and brought me up

to speed on all the wonderful work

you’ve done with our donations.”

7. Bust a silo (like Sierra Club)

8. Close your mouth and open your ears

9. Give them candy

10. Show them you know them