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Gearing up for the
  Giving Season
     September 23, 2009




      For audio, turn on your speakers, or
    Call 1-516-453-0014; Code 211-213-816
Reminders
      You can hear us, but we can’t hear you




Type questions in the Questions Log




         Webinar recording and slides
             will be available on
         www.mycharityconnects.org



          Turn up your volume

    For the best webinar experience, close all other applications.
                               For audio, turn on your speakers, or
                             Call 1-516-453-0014; Code 211-213-816
What is CanadaHelps?
 A public charitable foundation that provides accessible and
 affordable online technology to both donors and charities.

For Charities
  A cost-effective means of raising funds online.

For Donors
  A one-stop-shop for giving.

           CanadaHelps is a charity helping charities.

                      For audio, turn on your speakers, or
                    Call 1-516-453-0014; Code 211-213-816
Today’s Presenters
• Amy Huynh
  Communications Assistant


• Kirstin Beardsley
  Marketing and Communications Coordinator




                 For audio, turn on your speakers, or
               Call 1-516-453-0014; Code 211-213-816
Webinar Agenda

1.   What is Giving Season?
2.   Donor Motivations
3.   The Challenge & The Opportunity
4.   Getting Ready
5.   Giving Season Ideas
6.   Tips & Reminders
7.   Q&A
WHAT IS GIVING SEASON?
‘Tis the season to be giving!




• “Giving Season” takes place approximately between October 1 and
  December 31
• In a given year, 50% of donations made through the CanadaHelps
  portal occur in December alone
• Many cultural celebrations during this time of the year with
  common theme of togetherness, generosity, compassion, goodwill
Consider the season’s multiple
          cultural celebrations




• Along with Christmas, other cultural events at this time with the
  same spirit of generosity
• Kwanzaa, Hanukkah, Diwali, Winter solstice, Eid
• Get familiar with the holidays celebrated
• Keep a calendar with cultural celebrations highlighted
DONOR MOTIVATIONS
Understand what motivates donors to give
                • The spirit of giving
                • Family, holiday and religious
                  traditions
                • Tax benefit
                • Making a difference
                • Having an impact
                • Inspiring fundraising
                  campaign
                • Recognition
                • Social influence
A big motivator is simply being
asked…especially by someone in
     your personal network
THE CHALLENGE & THE
OPPORTUNITY
Challenge                          Opportunity
•   Standing out from the crowd of    •   It’s a season of giving back
    other fundraising campaigns &     •   People, companies, families,
    communications                        schools, etc. are more likely to
•   Competing with donors’ tight          donate at this time
    budgets                           •   Media are looking for charitable
•   Keeping organized and motivated       stories
                                      •   Companies are thinking about
                                          meaningful gifts for their staff
                                          and clients
GETTING READY
Set goals       Define audience




•   Specific          •   Analyze key groups or people you
•   Measurable            want to reach and what their
•   Achievable            needs are
•   Realistic         •   Who is key to the initiative?
•   Time-focused      •   Who do you need to connect with
                          for this to be a success?
Figure out your story



• Develop inspirational content that touches upon the values of the
  holiday season
   • Why should donors care? What can they help accomplish?
   • How can a donation save someone’s life?
   • Connect donors to the impact their donation can have
• Tailor your story for the online platform
   • Keep it simple
   • Easy to remember & retell
Determine your communication tactics




•   How are you going to reach your target audience?
•   What will you need to spread your organization’s message?
     • Additional web pages
     • Direct mail materials
     • Holiday edition of your e-newsletter
     • E-blasts & e-cards
     • Speeches
     • Advertising
     • Online community outreach / Social network outreach
     • Events
Update your website




•   Maximize your homepage real estate for your appeal
•   Remove any outdated information
•   Keep your content, imagery and appeals current
•   Your website is a huge source of your organization’s authenticity
•   Remember: many of your offline donors will visit your website and
    consider your web presence as part of their decision whether to donate
•   Emphasize donor security and privacy
Test links and buttons




• Are all links in working order? Do they all lead users to the right place?
• Make sure your Donate Now button:
   • stands out from the rest of your website
   • leads donors to your CanadaHelps Donation Page
   • can be found no matter what page a visitor is on
Integrate your communications




• If you're also doing a direct mail fundraising appeal, how is
  your online appeal connected to it?
• Your website should reflect the e-newsletters/direct mail
  you send out
GIVING SEASON IDEAS
Donations as gifts




• Encourage donors to donate on behalf of a friend or loved one as a
  way of giving a holiday gift
• Helps them to buy gifts for their loved ones and “give back” at the
  same time
• Suggest monthly donations
   • Frame your ask in such a way that it’s a win-win situation: monthly
     donations for you, convenience and budgeting for your donors
Donating Gifts of Securities




• Most gifts of securities are made at the end of the year
• Accepting gifts of securities is easy & hassle-free with CanadaHelps
• Clearly and succinctly explain the benefits and process in your
  communications
   • Donations of securities take longer than regular donations
   • In order for donors to receive a tax receipt before the end of the
     year, they need to allow for several business days
   • Start communicating this option early
Remind donors they also benefit from
        donating to your charity!




• Donors need to make their gift by December 31st to get
  their tax receipt
• CanadaHelps automatically e-mails them a PDF tax
  receipt
• Giving online is perfect for those last-minute donations
Let your donors spread the word for you!




• Encourage your supporters to “tell a friend” about your
  organization/campaign, forward e-newsletters, raise funds on your
  behalf, etc.
• Make it easy and convenient to support you
   • develop strong and compelling communications and let your
     donors do the rest!
• Harnessing the power of the social web for good
Ask donors to set up a GivingPage
              instead of accepting gifts




• Invite your supporters to create fundraising campaigns through
  GivingPages to raise money on your behalf
• Give donors specific ideas: donations in lieu of gifts, pledge event,
  fundraising challenge amongst friends, “gift-less” parties, etc.
• Send out an e-newsletter or create a page on your website outlining
  how they can help raise money for your organization
• Tips: set a goal and deadline, initiate a challenge, promote through
  social networks
• GPAGE EXAMPLE – giftless holiday
Connect with your community




•   Schools
•   Community newspapers
•   Ethnic publications
•   Local businesses
•   Financial planners
•   Volunteers
TIPS & REMINDERS
Have a clear call to action




• Let your readers know what to do next
• Make following through as simple and specific as possible
• Explain what their action would accomplish and what
  would happen next
• Good calls to action are highly specific, easy and very
  feasible for someone to do
•   Need
•   Solution
•   Cost
•   Urgency
•   Donor Context
•   Donor Benefit
Set up funds on CanadaHelps




•   People want to know what their donation will help your organization achieve
•   Designate and describe funds for your campaigns, projects, areas of need
•   Designating funds on CanadaHelps and your website help donors make a
    connection to impact
Login to your MyCharity Account




• Check and fulfill any card requests from your CanadaHelps donors
• Read the messages donors send to your charity
• Make sure your charity profile is up to date
Listen & Monitor




• Set up a GoogleAlerts (www.google.com/alerts) for your campaign
• Be sure to monitor keywords on Twitter (www.search.twitter.com)
• If you find a person or a group talking about your cause, you can
  respond to them and start a relationship
• Media outlets are looking for charitable stories at this time of the year
Tap into the “blogosphere”




• Identify and reach out to bloggers who are talking about
  the issues related to your cause
• Send them a personalized message about their writing/blog
  and explain why your organization’s campaign is relevant or
  compelling to them and their readers
Donor Stewardship




• Let donors know how they helped your mission
• Give the donor the credit – tell them how their contribution has
  made a difference
• Recognize donors in a timely way
• Remember to include CanadaHelps donors in your charity’s regular
  donor recognition programs
• Give new donors a warm welcome
ABOUT MYCHARITYCONNECTS
www.mycharityconnects.org

Free online resource centre                 Next Webinar

   • Information about technology      “Really Simple Strategies:
                                         Keeping Track of your
   • Video demonstrations           Organization and Issues Online”
   • More webinars
                                     with guest MARCO CAMPANA
   • Past webinar recordings
                                              OCTOBER 7
   • Learning opportunities                   2PM – 3PM
   • Events                                 (Eastern Time)
UPCOMING EVENTS
The Five Pillars of Online Fundraising
September 29 – REGINA, Saskatchewan
September 30 – SASKATOON, Saskatchewan
November 5 – TORONTO, Ontario

MyCharityConnects On the Road presented by Direct Energy
November 12 – CALGARY, Alberta
November 13 – EDMONTON, Alberta


         www.mycharityconnects.org/events
Question and Answer
You can hear us, but
we can’t hear you




Ask questions here




       Ask away!
Thank you for attending!

    Webinar slides and recording will be up on:
    www.mycharityconnects.org/pastwebinars

Check out www.mycharityconnects.org for resources!

  Questions, feedback, comments? Email Amy at:
               amyh@canadahelps.org

           Thanks to:

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Gearing up for the Giving Season

  • 1. Gearing up for the Giving Season September 23, 2009 For audio, turn on your speakers, or Call 1-516-453-0014; Code 211-213-816
  • 2. Reminders You can hear us, but we can’t hear you Type questions in the Questions Log Webinar recording and slides will be available on www.mycharityconnects.org Turn up your volume For the best webinar experience, close all other applications. For audio, turn on your speakers, or Call 1-516-453-0014; Code 211-213-816
  • 3. What is CanadaHelps? A public charitable foundation that provides accessible and affordable online technology to both donors and charities. For Charities A cost-effective means of raising funds online. For Donors A one-stop-shop for giving. CanadaHelps is a charity helping charities. For audio, turn on your speakers, or Call 1-516-453-0014; Code 211-213-816
  • 4. Today’s Presenters • Amy Huynh Communications Assistant • Kirstin Beardsley Marketing and Communications Coordinator For audio, turn on your speakers, or Call 1-516-453-0014; Code 211-213-816
  • 5. Webinar Agenda 1. What is Giving Season? 2. Donor Motivations 3. The Challenge & The Opportunity 4. Getting Ready 5. Giving Season Ideas 6. Tips & Reminders 7. Q&A
  • 6. WHAT IS GIVING SEASON?
  • 7. ‘Tis the season to be giving! • “Giving Season” takes place approximately between October 1 and December 31 • In a given year, 50% of donations made through the CanadaHelps portal occur in December alone • Many cultural celebrations during this time of the year with common theme of togetherness, generosity, compassion, goodwill
  • 8. Consider the season’s multiple cultural celebrations • Along with Christmas, other cultural events at this time with the same spirit of generosity • Kwanzaa, Hanukkah, Diwali, Winter solstice, Eid • Get familiar with the holidays celebrated • Keep a calendar with cultural celebrations highlighted
  • 10. Understand what motivates donors to give • The spirit of giving • Family, holiday and religious traditions • Tax benefit • Making a difference • Having an impact • Inspiring fundraising campaign • Recognition • Social influence
  • 11. A big motivator is simply being asked…especially by someone in your personal network
  • 12. THE CHALLENGE & THE OPPORTUNITY
  • 13. Challenge Opportunity • Standing out from the crowd of • It’s a season of giving back other fundraising campaigns & • People, companies, families, communications schools, etc. are more likely to • Competing with donors’ tight donate at this time budgets • Media are looking for charitable • Keeping organized and motivated stories • Companies are thinking about meaningful gifts for their staff and clients
  • 15. Set goals Define audience • Specific • Analyze key groups or people you • Measurable want to reach and what their • Achievable needs are • Realistic • Who is key to the initiative? • Time-focused • Who do you need to connect with for this to be a success?
  • 16. Figure out your story • Develop inspirational content that touches upon the values of the holiday season • Why should donors care? What can they help accomplish? • How can a donation save someone’s life? • Connect donors to the impact their donation can have • Tailor your story for the online platform • Keep it simple • Easy to remember & retell
  • 17. Determine your communication tactics • How are you going to reach your target audience? • What will you need to spread your organization’s message? • Additional web pages • Direct mail materials • Holiday edition of your e-newsletter • E-blasts & e-cards • Speeches • Advertising • Online community outreach / Social network outreach • Events
  • 18. Update your website • Maximize your homepage real estate for your appeal • Remove any outdated information • Keep your content, imagery and appeals current • Your website is a huge source of your organization’s authenticity • Remember: many of your offline donors will visit your website and consider your web presence as part of their decision whether to donate • Emphasize donor security and privacy
  • 19. Test links and buttons • Are all links in working order? Do they all lead users to the right place? • Make sure your Donate Now button: • stands out from the rest of your website • leads donors to your CanadaHelps Donation Page • can be found no matter what page a visitor is on
  • 20. Integrate your communications • If you're also doing a direct mail fundraising appeal, how is your online appeal connected to it? • Your website should reflect the e-newsletters/direct mail you send out
  • 22. Donations as gifts • Encourage donors to donate on behalf of a friend or loved one as a way of giving a holiday gift • Helps them to buy gifts for their loved ones and “give back” at the same time • Suggest monthly donations • Frame your ask in such a way that it’s a win-win situation: monthly donations for you, convenience and budgeting for your donors
  • 23.
  • 24. Donating Gifts of Securities • Most gifts of securities are made at the end of the year • Accepting gifts of securities is easy & hassle-free with CanadaHelps • Clearly and succinctly explain the benefits and process in your communications • Donations of securities take longer than regular donations • In order for donors to receive a tax receipt before the end of the year, they need to allow for several business days • Start communicating this option early
  • 25.
  • 26. Remind donors they also benefit from donating to your charity! • Donors need to make their gift by December 31st to get their tax receipt • CanadaHelps automatically e-mails them a PDF tax receipt • Giving online is perfect for those last-minute donations
  • 27. Let your donors spread the word for you! • Encourage your supporters to “tell a friend” about your organization/campaign, forward e-newsletters, raise funds on your behalf, etc. • Make it easy and convenient to support you • develop strong and compelling communications and let your donors do the rest! • Harnessing the power of the social web for good
  • 28.
  • 29. Ask donors to set up a GivingPage instead of accepting gifts • Invite your supporters to create fundraising campaigns through GivingPages to raise money on your behalf • Give donors specific ideas: donations in lieu of gifts, pledge event, fundraising challenge amongst friends, “gift-less” parties, etc. • Send out an e-newsletter or create a page on your website outlining how they can help raise money for your organization • Tips: set a goal and deadline, initiate a challenge, promote through social networks
  • 30. • GPAGE EXAMPLE – giftless holiday
  • 31. Connect with your community • Schools • Community newspapers • Ethnic publications • Local businesses • Financial planners • Volunteers
  • 33. Have a clear call to action • Let your readers know what to do next • Make following through as simple and specific as possible • Explain what their action would accomplish and what would happen next • Good calls to action are highly specific, easy and very feasible for someone to do
  • 34. Need • Solution • Cost • Urgency • Donor Context • Donor Benefit
  • 35. Set up funds on CanadaHelps • People want to know what their donation will help your organization achieve • Designate and describe funds for your campaigns, projects, areas of need • Designating funds on CanadaHelps and your website help donors make a connection to impact
  • 36.
  • 37. Login to your MyCharity Account • Check and fulfill any card requests from your CanadaHelps donors • Read the messages donors send to your charity • Make sure your charity profile is up to date
  • 38. Listen & Monitor • Set up a GoogleAlerts (www.google.com/alerts) for your campaign • Be sure to monitor keywords on Twitter (www.search.twitter.com) • If you find a person or a group talking about your cause, you can respond to them and start a relationship • Media outlets are looking for charitable stories at this time of the year
  • 39.
  • 40.
  • 41. Tap into the “blogosphere” • Identify and reach out to bloggers who are talking about the issues related to your cause • Send them a personalized message about their writing/blog and explain why your organization’s campaign is relevant or compelling to them and their readers
  • 42. Donor Stewardship • Let donors know how they helped your mission • Give the donor the credit – tell them how their contribution has made a difference • Recognize donors in a timely way • Remember to include CanadaHelps donors in your charity’s regular donor recognition programs • Give new donors a warm welcome
  • 44. www.mycharityconnects.org Free online resource centre Next Webinar • Information about technology “Really Simple Strategies: Keeping Track of your • Video demonstrations Organization and Issues Online” • More webinars with guest MARCO CAMPANA • Past webinar recordings OCTOBER 7 • Learning opportunities 2PM – 3PM • Events (Eastern Time)
  • 45. UPCOMING EVENTS The Five Pillars of Online Fundraising September 29 – REGINA, Saskatchewan September 30 – SASKATOON, Saskatchewan November 5 – TORONTO, Ontario MyCharityConnects On the Road presented by Direct Energy November 12 – CALGARY, Alberta November 13 – EDMONTON, Alberta www.mycharityconnects.org/events
  • 46. Question and Answer You can hear us, but we can’t hear you Ask questions here Ask away!
  • 47. Thank you for attending! Webinar slides and recording will be up on: www.mycharityconnects.org/pastwebinars Check out www.mycharityconnects.org for resources! Questions, feedback, comments? Email Amy at: amyh@canadahelps.org Thanks to: