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Your Fundraising Planning Guide

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Page 1: Your Fundraising Planning Guide - CauseVox · Fundraising Campaign Appeal Craft Your Campaign Appeal ü Craft your fundraising appeal (also know as an offer) that you’ll use to

YourFundraising Planning Guide

Page 2: Your Fundraising Planning Guide - CauseVox · Fundraising Campaign Appeal Craft Your Campaign Appeal ü Craft your fundraising appeal (also know as an offer) that you’ll use to

PLANNING GUIDE CONTENTSWhat is #GivingTuesday? Don’t Dos + Must Dos Suggested Planning Timeline

Planning Checklist (Plan, Prepare, Promote)

Additional Resources

CauseVox + #GivingTuesday

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Page 3: Your Fundraising Planning Guide - CauseVox · Fundraising Campaign Appeal Craft Your Campaign Appeal ü Craft your fundraising appeal (also know as an offer) that you’ll use to

#GivingTuesday is a global giving movement that has been built by individuals, families, organizations, businesses and communities in countries around the world.

• Millions of people have come together to support and champion the causes they believe in and the communities in which they live.

• This year’s #GivingTuesday is Tuesday, November 27, 2018.

• #GivingTuesday is for all types of organizations. From schools to small, local nonprofits to global development nonprofits.

Source: givingtuesday.org

Page 4: Your Fundraising Planning Guide - CauseVox · Fundraising Campaign Appeal Craft Your Campaign Appeal ü Craft your fundraising appeal (also know as an offer) that you’ll use to

In 2017,

2.5 milliongifts were given to charitable causes participating in #Giving Tuesday

Source: givingtuesday.org

Page 5: Your Fundraising Planning Guide - CauseVox · Fundraising Campaign Appeal Craft Your Campaign Appeal ü Craft your fundraising appeal (also know as an offer) that you’ll use to

In 2017,

$300 million was raised online by causes participating in #GivingTuesday

Source: givingtuesday.org

Page 6: Your Fundraising Planning Guide - CauseVox · Fundraising Campaign Appeal Craft Your Campaign Appeal ü Craft your fundraising appeal (also know as an offer) that you’ll use to

• Set clear goal• Focus on why• Tell stories• Inspire and rally

community-driven

DON’T DOIt’s not about participating

MUST DOIt’s about rallying together

• Assume success• Rely on social• General ask

transactional

Page 7: Your Fundraising Planning Guide - CauseVox · Fundraising Campaign Appeal Craft Your Campaign Appeal ü Craft your fundraising appeal (also know as an offer) that you’ll use to

is a great opportunity to grow support.

However, you must first ask a few questions before you dive-in:

Is it right for us?Can we commit the resources?

Page 8: Your Fundraising Planning Guide - CauseVox · Fundraising Campaign Appeal Craft Your Campaign Appeal ü Craft your fundraising appeal (also know as an offer) that you’ll use to

Here are five good reasons to participate:• Specific need and impact• Kick-off year-end fundraising• Try something new• Looking to engage current supporters • Corporate partner development

Page 9: Your Fundraising Planning Guide - CauseVox · Fundraising Campaign Appeal Craft Your Campaign Appeal ü Craft your fundraising appeal (also know as an offer) that you’ll use to

July/August • Determine goal and campaign messaging• Map out timeline

September/October• Begin developing fundraising site, video,

and other promotional assets• Send out communication to your

supporters about the campaign• Ask key supporters to help with the

campaign (e.g. p2p fundraisers, matching gift, promoters)

November• Launch your fundraising site• Begin rallying your fundraisers and

partners • Promote heavily 1 week ahead• #GivingTuesday (yay!)• Celebrate the impact

December• Showcase impact to your

supporters• Tie in with year-end appeal• Cultivate new donor relationships

Fundraising Campaign Timeline

Page 10: Your Fundraising Planning Guide - CauseVox · Fundraising Campaign Appeal Craft Your Campaign Appeal ü Craft your fundraising appeal (also know as an offer) that you’ll use to

Learn how you can craft a compelling

#GivingTuesday fundraising appeal …Fundraising Campaign Checklist

Planning

ü Determine your goal, whether financial or another type of goal.

ü Be sure to keep your goals SMART:ü Specific and measurableü Attainable and relevantü Time-based

ü Establish a timeline for your campaign planning, including what is needed, who is responsible for it, and who else needs to be kept in the loop.

Page 11: Your Fundraising Planning Guide - CauseVox · Fundraising Campaign Appeal Craft Your Campaign Appeal ü Craft your fundraising appeal (also know as an offer) that you’ll use to

Fundraising Campaign Appeal

Craft Your Campaign Appeal

ü Craft your fundraising appeal (also know as an offer) that you’ll use to rally support for the campaign.

ü Communicate what you’re trying to accomplish on GivingTuesday

ü Why that matters and what the impact will be if we’re successful.

ü Clearly tell how someone can take action and join the effort.

Page 12: Your Fundraising Planning Guide - CauseVox · Fundraising Campaign Appeal Craft Your Campaign Appeal ü Craft your fundraising appeal (also know as an offer) that you’ll use to

“We have to devise means of making known the facts in such a way as to touch the imagination of the world. The world is not ungenerous, but unimaginative and very busy.”

Eglantyne JebbFounder of Save the Children

Page 13: Your Fundraising Planning Guide - CauseVox · Fundraising Campaign Appeal Craft Your Campaign Appeal ü Craft your fundraising appeal (also know as an offer) that you’ll use to

… in 24 hours we’re raising $24,000 to provide 24 kids the opportunity to go to school.

… the difference … kids begin dreaming of what’s possible instead of what is …

… take a stand with us and donate $24 or $240 today. Together we’ll provide 24 kids the opportunity to dream …

Fundraising Appeal Example

Page 14: Your Fundraising Planning Guide - CauseVox · Fundraising Campaign Appeal Craft Your Campaign Appeal ü Craft your fundraising appeal (also know as an offer) that you’ll use to

Fundraising Campaign Checklist

Preparation

ü Create a dedicated fundraising site to highlight your campaign and showcase real-time progress.

ü Identify community partners, corporate sponsors, and/or major donors who will help promote and match donations.

ü Create content you’ll use to promote your campaign. Include supporting stories, a fundraising video, email copy, photos, and social media posts.

Page 15: Your Fundraising Planning Guide - CauseVox · Fundraising Campaign Appeal Craft Your Campaign Appeal ü Craft your fundraising appeal (also know as an offer) that you’ll use to

You can use CauseVoxto easily create

your #GivingTuesday fundraising site just

like The Painted Turtle.

A dedicated fundraising site for #GivingTuesday ensures you have a central location to direct all your promotion.

You can also:• Tell your story• Showcase real-time progress• Build social proof• Invite supporters to fundraise

Online Fundraising Site

Page 16: Your Fundraising Planning Guide - CauseVox · Fundraising Campaign Appeal Craft Your Campaign Appeal ü Craft your fundraising appeal (also know as an offer) that you’ll use to

Launch your #GivingTuesday campaign for free with CauseVox’s fundraising software.

Easily design, launch, and manage your online fundraising campaigns using our powerful online fundraising software.

Sign-up for our free plan or trail our power plans to streamline all your online fundraising.

Learn more and get started at causevox.com

The Motherhood Collective’s used

CauseVoxto launch their 2017

#GivingTuesday campaign.

Online Fundraising Site

Page 17: Your Fundraising Planning Guide - CauseVox · Fundraising Campaign Appeal Craft Your Campaign Appeal ü Craft your fundraising appeal (also know as an offer) that you’ll use to

Fundraising Campaign Checklist

Promotion

ü Start promoting your campaign 2-3 weeks from #GivingTuesday.

ü Activate key supporters (peer-to-peer) 2 weeks out to build personal fundraising pages for #GivingTuesday.

ü Send an email announcing the campaign to your supporters about a week before the giving day.

ü Send an email the day prior, and 2-3 emails the day of to build momentum.

Page 18: Your Fundraising Planning Guide - CauseVox · Fundraising Campaign Appeal Craft Your Campaign Appeal ü Craft your fundraising appeal (also know as an offer) that you’ll use to

The nature of #GivingTuesday is for people to support the causes they love. Peer-to-peer fundraising is the perfect tool to enhance your campaign.

Who can fundraiser for you?• Key supporters• Board members• Facebook community• Event attendees

You can use CauseVox to activate

your supporters to create personal

fundraising pages just like this!

Peer-to-Peer Fundraising

Page 19: Your Fundraising Planning Guide - CauseVox · Fundraising Campaign Appeal Craft Your Campaign Appeal ü Craft your fundraising appeal (also know as an offer) that you’ll use to

ü Nov 12 – Launch your #GivingTuesday fundraising site or campaign giving page.

ü Nov 14 – Initial email to set expectations for #GivingTuesday. Begin promoting on social channels.

ü Nov 19 – Send an email of appreciation and thanks to your community + seed what, together, you’ll be doing ”next week”. Continue promoting on social channels.

ü Nov 26 – Send an email that outlines how your community can get involved “tomorrow” and help support + share the campaign.

ü Nov 27 (am) - Send an email outlining the why behind your appeal and how to take action. Push on social media throughout the day.

ü Nov 27 (pm) – Send a follow-up email to those that have donated updating them on progress and asking them to share via email and/or Facebook.

ü Nov 27 (pm) – Send a follow-up email to those that haven’t supported the campaign yet updating them on progress and inviting them to donate.

ü Nov 28 - Send a thank you email to your community, showcase what you did together, and tell people how they can still help.

Sample Promotional Calendar

Page 21: Your Fundraising Planning Guide - CauseVox · Fundraising Campaign Appeal Craft Your Campaign Appeal ü Craft your fundraising appeal (also know as an offer) that you’ll use to

Questions?We’re here to help! Simply email [email protected] and we’ll be in-touch.

Page 22: Your Fundraising Planning Guide - CauseVox · Fundraising Campaign Appeal Craft Your Campaign Appeal ü Craft your fundraising appeal (also know as an offer) that you’ll use to

Designed for you.CauseVox is a community-driven fundraising

platform designed to help you simplify and grow your fundraising in today’s connected economy.

Page 23: Your Fundraising Planning Guide - CauseVox · Fundraising Campaign Appeal Craft Your Campaign Appeal ü Craft your fundraising appeal (also know as an offer) that you’ll use to

Launch your #GivingTuesday campaign for free with CauseVox’s fundraising software.

Easily design, launch, and manage your online fundraising campaigns using our powerful online fundraising software.

Sign-up for our free plan or trail our power plans to streamline all your online fundraising.

Learn more and get started at causevox.com

The Motherhood Collective’s used

CauseVoxto launch their 2017

#GivingTuesday campaign.

Online Fundraising Site

Page 24: Your Fundraising Planning Guide - CauseVox · Fundraising Campaign Appeal Craft Your Campaign Appeal ü Craft your fundraising appeal (also know as an offer) that you’ll use to

Perfect for any type of fundraising campaign

Reach new donors by unlocking the power of your community.

Empower your supporters to raise funds through personal & team pages for your

run/walk, challenge, or event.

Create mobile-optimized donation pages without IT or a designer

Launch annual fund, giving day, or capital crowdfunding campaigns that reflect your

nonprofit's brand and website.

Streamline online fundraising & reduce your workload

Offload back-office tasks like reporting and receipting, so you can focus on

spending more time with your donors.

Page 25: Your Fundraising Planning Guide - CauseVox · Fundraising Campaign Appeal Craft Your Campaign Appeal ü Craft your fundraising appeal (also know as an offer) that you’ll use to

Together we can.Thousands of organizations from small community-service charities

and national organizations to global development nonprofits trust CauseVox to help them streamline and grow their fundraising.

Page 26: Your Fundraising Planning Guide - CauseVox · Fundraising Campaign Appeal Craft Your Campaign Appeal ü Craft your fundraising appeal (also know as an offer) that you’ll use to