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HIGHLIGHTS!
NONPROFIT
TECHNOLOGY
CONFERENCE 2013
Caitlin Kaluza | @qcait
Sarah M. Worthy | @sarahmworthy
Tendenci.com | @tendenci
SARAH M. WORTHY
Tendenci Community
@sarahmworthy
CAITLIN KALUZA
Marketing Manager
@qcait | qcait.com
LET’S TALK ABOUT...
• NTC About & Resources
• NPTech Trends from NTC
• Recaps of our Favorite Panels
• Cool Tools
WHAT IS NTC?
NTC RESOURCES
• Photos: facebook.com/tendenci
• Recaps: tendenci.com/ntc-2013
• Notes: nten.org/ntc/notes
• Nten.org CommBuild Chat
• People to Follow:
twitter.com/tendenci/nten-ntc
NPTECH TRENDS
FROM #13NTC
#13NTC TRENDS
1. Peer to Peer Fundraising
2. Mobile/Tablet
3. User Centric Design/Donor Centric Design
4. Big Data and Social CRM
http://bit.ly/NTEN-Integrated-Marketing
INTEGRATED
MARKETING
CHANGE YOUR
FRAME!
http://blog.rally.org/100-trends-in-nonprofit-tech-an-illustrated-poster/
ONLINE DONATION
TRENDS
Download: blackbaud.com/files/
resources/downloads/
2012.CharitableGivingReport.pdf
1. Online Giving
Returned to Double
Digit Growth in 2012
2. Online Giving is
Predictable
3. Everything is Now
Mobile
FIRST YEAR RETENTION
Offline Only Donors - 29%
Online Only Donors - 23%
Multichannel Donors - 58%
SMALL ORGS
RECEIVE LARGER
% ONLINE
Small Orgs - 8.3%
Medium Orgs - 6.1%
Large Orgs - 7.5%
EVERYTHING IS MOBILE
Email!
• 90% of people open email on
both computer & phone
• 38% of email people open on
their mobile device
Tips:
Link email CTAs to mobile donation form
Start with mobile friendly action pages
RECAP OF OUR
PRESO #13NTCLVLUP
Read more! blog.tendenci.com
Level Up Your
Fundraising
Session Presenters
Caitlin Kaluza
Aaron Long
Sarah M. Worthy
http://www.monkeyinthecage.com
Understanding the Psychology of
What Makes People Donate Online
Use Hashtag: #NTC13LvLUP
Online Giving is
on the Rise
Level Up Your Fundraising
Photo Credit: flickr.com/photos/sarahmworthy
#13NTCLVLUP
Giving is Digital Source: 2012 Digital Giving Index
Level Up Your Fundraising #13NTCLVLUP
Level Up Your Fundraising
Fundraising =
#13NTCLVLUP
Why Do
People
Give?
Level Up Your Fundraising #13NTCLVLUP
Level Up Your Fundraising
Three Motivations of People
#13NTCLVLUP
Social
Material
Ideological
Visitors are Skeptical
Level Up Your Fundraising
Source:	
  credibility.stanford.edu
#13NTCLVLUP
Content Builds Credibility
Level Up Your Fundraising
Who’s Spending Their
Donation?
How You’ll Use
Their Donation
Who Benefits from Their
Donation?
#13NTCLVLUP
7 Tactics to Level Up
1. Frame the Ask
2. Create Trust with Donors
3. Apply Social Pressure
4. Give Back First
5. Aim for Slow Change
6. Inbound Marketing
7. Recognize Your Value and Charge for It!
Level Up Your Fundraising #13NTCLVLUP
Level Up Your Fundraising
1. Framing the Ask
#13NTCLVLUP
YMCAHouston.org
2. Create Trust with Donors
Level Up Your Fundraising
How Do You Use Donations
Showcase Your People
#13NTCLVLUP
Third Party Validations
Level Up Your Fundraising
3. Apply Social Pressure
#13NTCLVLUP
iFest.org
Level Up Your Fundraising
Watch for what
people want
…And give it to
them!
#13NTCLVLUP
bmtisd.com
4. Give Back First
Level Up Your Fundraising
5. Aim for Slow Change
#13NTCLVLUP
PRSAHouston.org
Level Up Your Fundraising #13NTCLVLUP
6. Inbound Marketing
Level Up Your Fundraising
7. Recognize Your Value...
...and charge for it
#13NTCLVLUP
Additional
ValueMember Only
Events
OTHER PANELS WE
LOVED
Pre-Event:
• Grow and segment your list
• Balance the Appeal:Content Ratio
• Decide what content goes on which
channels
After the Event:
• Say thank you: video, photos, hand written
cards
• Plan your thank you strategy before you start
• Expect a “post party slump”
NPO EVENT MARKETING
The Party's Over: How to Create Loyal Donors and
Lasting Value from Big Events
Photo credit: flickr.com/photos/pagedooley/2305010616
1. Start by measuring your own
activity
2. Then measure Attendance/
Participation - Who showed
up?
3. Initial Satisfaction - survey
4. Longer Term Activity or
Satisfaction - i.e. a year later,
how many people are still
experiencing improvement
5. Attributable Impact (the holy
grail!) - tends to be large scale
university research
MEASUREMENT
Measuring Your Mission: Using Data to Track
Organizational Health and Success
Read More: http://idealware.org/blogs/laura-quinn
• Article - Why Excel Isn’t a Donor Database
http://www.idealware.org/articles/iback-away-spreadsheet-
why-excel-isnt-donor-database
• Article - Approaches to Foundation Dashboards
http://www.idealware.org/reports/data-foundations-
fingertips-creating-and-building-dashboards
• Beyond Dashboards: Business Intelligence Tools
http://www.idealware.org/articles/beyond-dashboards-
business-intelligence-tools-program-analysis-and-reporting
• And from NTEN: 2012 State of Nonprofit Data
http://www.nten.org/research/2012-state-of-data
MEASUREMENT
RESOURCES
• Compensation
• Advertising and Marketing
• Taking the Risk of Pursuing new ideas
for generating revenue
• Time
• Profit
KEYNOTE DAN
PALLOTTA
Non Profits have 5 Discriminatory
Economic Factors
Image from TED.com 13NTC Keynote Transcript Online as a Google Doc
RACHEL WEIDINGER
AND IVAN BOOTHE
bit.ly/NTCrachel
MOVEMENT BUILDING
TAKES A VILLAGE
A Movement consists of multiple organizations and individuals >>>
change your frame to “your organization is one of many trying to
solve this problem”
Then follow these tips:
• Talk to each other (or at least listen)
• Different organizations play different roles within a movement, think
what’s your org’s niche?
• Give up a little message control to gain a lot of social power
• Ask “how will taking this action get us closer to movement goals?”
• Don’t just connect people to you, be a connector and build networks of
people
RACHEL WEIDINGER & IVAN BOOTHE!
RACHEL WEIDINGER & IVAN BOOTHE!
RACHEL WEIDINGER & IVAN BOOTHE!
RACHEL WEIDINGER & IVAN BOOTHE!
• Community organizing is a process where people who live in
proximity to each other come together into an organization
that acts in their shared self-interest.
• The Goal is to influence key decision-makers before important
decisions are made around a range of important issues within your
community.
• Community organizers work with and develop new local leaders,
facilitating coalitions and assisting in the development of campaigns.
COMMUNITY ORGANIZERS
Group Therapy for People Who Organize Events
http://en.wikipedia.org/wiki/Community_organizing
• How do I take our online community offline to show up
at an event together?
• How to be strategic about segmenting, organizing, and
measuring the impact of their contacts in their community?
• How to measure their increase in engagement over
time to see the long term impact of our work, and prove
that we’re increasing engagement that leads to long term?
• How we’re going to form a collaborative of people and
help them use technology to advance their mission?
COMMUNITY ORGANIZERS
Group Therapy for People Who Organize Events
Takeaways from my Circle:
1.Facebook RSVPs are Bunk!
2.Use your group’s influencers to make
personal reach-outs and increase
RSVPs and people in the seats
3.Take the time to really plan ahead
COMMUNITY ORGANIZERS
Group Therapy for People Who Organize Events
How do you choose?
1. Do you select a system first or a consultant?
2. How to Evaluate a CMS - Factors to
Consider
3. Cost shouldn’t be the decision-maker
4. Remember the Human Side of the Equation
IDEALWARE CMS REVIEW
Download: idealware.org/2012-cms-report
1. Ease of Set-up
2. Power and Flexibility
3. Do you need to support
additional functions?
4. Integrate with
Constituent Data?
5. Extensibility
6. Support for the System
7. Open Source vs.
Proprietary
CMS COSTS TO
ACCOUNT FOR
Tools!
CMS vs. CRM
GET INVOLVED!
Come hang out with us at NetSquared Houston
meetup.com/Net2Houston
facebook.com/Net2Houston
netsquared.org
MORE RESOURCES!
www.nten.org
www.techsoup.org
www.idealware.org www.netsquared.org
www.meetup.com/NET2Houston
www.aspirationtech.org
MORE NTC!
SARAH M. WORTHY
Tendenci Community
@sarahmworthy
CAITLIN KALUZA
Marketing Manager
@qcait | qcait.com
TENDENCI.COM/NTC-2013
facebook.com/tendenci
@tendenci
tendenci.com

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Webinar: Nonprofit Technology Conference NTC 2013 Recap!

  • 1. HIGHLIGHTS! NONPROFIT TECHNOLOGY CONFERENCE 2013 Caitlin Kaluza | @qcait Sarah M. Worthy | @sarahmworthy Tendenci.com | @tendenci
  • 2. SARAH M. WORTHY Tendenci Community @sarahmworthy CAITLIN KALUZA Marketing Manager @qcait | qcait.com
  • 3. LET’S TALK ABOUT... • NTC About & Resources • NPTech Trends from NTC • Recaps of our Favorite Panels • Cool Tools
  • 5. NTC RESOURCES • Photos: facebook.com/tendenci • Recaps: tendenci.com/ntc-2013 • Notes: nten.org/ntc/notes • Nten.org CommBuild Chat • People to Follow: twitter.com/tendenci/nten-ntc
  • 7. #13NTC TRENDS 1. Peer to Peer Fundraising 2. Mobile/Tablet 3. User Centric Design/Donor Centric Design 4. Big Data and Social CRM
  • 10. ONLINE DONATION TRENDS Download: blackbaud.com/files/ resources/downloads/ 2012.CharitableGivingReport.pdf 1. Online Giving Returned to Double Digit Growth in 2012 2. Online Giving is Predictable 3. Everything is Now Mobile
  • 11. FIRST YEAR RETENTION Offline Only Donors - 29% Online Only Donors - 23% Multichannel Donors - 58% SMALL ORGS RECEIVE LARGER % ONLINE Small Orgs - 8.3% Medium Orgs - 6.1% Large Orgs - 7.5%
  • 12. EVERYTHING IS MOBILE Email! • 90% of people open email on both computer & phone • 38% of email people open on their mobile device Tips: Link email CTAs to mobile donation form Start with mobile friendly action pages
  • 13. RECAP OF OUR PRESO #13NTCLVLUP Read more! blog.tendenci.com
  • 14. Level Up Your Fundraising Session Presenters Caitlin Kaluza Aaron Long Sarah M. Worthy http://www.monkeyinthecage.com Understanding the Psychology of What Makes People Donate Online Use Hashtag: #NTC13LvLUP
  • 15. Online Giving is on the Rise Level Up Your Fundraising Photo Credit: flickr.com/photos/sarahmworthy #13NTCLVLUP
  • 16. Giving is Digital Source: 2012 Digital Giving Index Level Up Your Fundraising #13NTCLVLUP
  • 17. Level Up Your Fundraising Fundraising = #13NTCLVLUP
  • 18. Why Do People Give? Level Up Your Fundraising #13NTCLVLUP
  • 19. Level Up Your Fundraising Three Motivations of People #13NTCLVLUP Social Material Ideological
  • 20. Visitors are Skeptical Level Up Your Fundraising Source:  credibility.stanford.edu #13NTCLVLUP
  • 21. Content Builds Credibility Level Up Your Fundraising Who’s Spending Their Donation? How You’ll Use Their Donation Who Benefits from Their Donation? #13NTCLVLUP
  • 22. 7 Tactics to Level Up 1. Frame the Ask 2. Create Trust with Donors 3. Apply Social Pressure 4. Give Back First 5. Aim for Slow Change 6. Inbound Marketing 7. Recognize Your Value and Charge for It! Level Up Your Fundraising #13NTCLVLUP
  • 23. Level Up Your Fundraising 1. Framing the Ask #13NTCLVLUP YMCAHouston.org
  • 24. 2. Create Trust with Donors Level Up Your Fundraising How Do You Use Donations Showcase Your People #13NTCLVLUP Third Party Validations
  • 25. Level Up Your Fundraising 3. Apply Social Pressure #13NTCLVLUP iFest.org
  • 26. Level Up Your Fundraising Watch for what people want …And give it to them! #13NTCLVLUP bmtisd.com 4. Give Back First
  • 27. Level Up Your Fundraising 5. Aim for Slow Change #13NTCLVLUP PRSAHouston.org
  • 28. Level Up Your Fundraising #13NTCLVLUP 6. Inbound Marketing
  • 29. Level Up Your Fundraising 7. Recognize Your Value... ...and charge for it #13NTCLVLUP Additional ValueMember Only Events
  • 31. Pre-Event: • Grow and segment your list • Balance the Appeal:Content Ratio • Decide what content goes on which channels After the Event: • Say thank you: video, photos, hand written cards • Plan your thank you strategy before you start • Expect a “post party slump” NPO EVENT MARKETING The Party's Over: How to Create Loyal Donors and Lasting Value from Big Events Photo credit: flickr.com/photos/pagedooley/2305010616
  • 32. 1. Start by measuring your own activity 2. Then measure Attendance/ Participation - Who showed up? 3. Initial Satisfaction - survey 4. Longer Term Activity or Satisfaction - i.e. a year later, how many people are still experiencing improvement 5. Attributable Impact (the holy grail!) - tends to be large scale university research MEASUREMENT Measuring Your Mission: Using Data to Track Organizational Health and Success Read More: http://idealware.org/blogs/laura-quinn
  • 33. • Article - Why Excel Isn’t a Donor Database http://www.idealware.org/articles/iback-away-spreadsheet- why-excel-isnt-donor-database • Article - Approaches to Foundation Dashboards http://www.idealware.org/reports/data-foundations- fingertips-creating-and-building-dashboards • Beyond Dashboards: Business Intelligence Tools http://www.idealware.org/articles/beyond-dashboards- business-intelligence-tools-program-analysis-and-reporting • And from NTEN: 2012 State of Nonprofit Data http://www.nten.org/research/2012-state-of-data MEASUREMENT RESOURCES
  • 34. • Compensation • Advertising and Marketing • Taking the Risk of Pursuing new ideas for generating revenue • Time • Profit KEYNOTE DAN PALLOTTA Non Profits have 5 Discriminatory Economic Factors Image from TED.com 13NTC Keynote Transcript Online as a Google Doc
  • 35. RACHEL WEIDINGER AND IVAN BOOTHE bit.ly/NTCrachel
  • 36. MOVEMENT BUILDING TAKES A VILLAGE A Movement consists of multiple organizations and individuals >>> change your frame to “your organization is one of many trying to solve this problem” Then follow these tips: • Talk to each other (or at least listen) • Different organizations play different roles within a movement, think what’s your org’s niche? • Give up a little message control to gain a lot of social power • Ask “how will taking this action get us closer to movement goals?” • Don’t just connect people to you, be a connector and build networks of people
  • 37. RACHEL WEIDINGER & IVAN BOOTHE!
  • 38. RACHEL WEIDINGER & IVAN BOOTHE!
  • 39. RACHEL WEIDINGER & IVAN BOOTHE!
  • 40. RACHEL WEIDINGER & IVAN BOOTHE!
  • 41. • Community organizing is a process where people who live in proximity to each other come together into an organization that acts in their shared self-interest. • The Goal is to influence key decision-makers before important decisions are made around a range of important issues within your community. • Community organizers work with and develop new local leaders, facilitating coalitions and assisting in the development of campaigns. COMMUNITY ORGANIZERS Group Therapy for People Who Organize Events http://en.wikipedia.org/wiki/Community_organizing
  • 42. • How do I take our online community offline to show up at an event together? • How to be strategic about segmenting, organizing, and measuring the impact of their contacts in their community? • How to measure their increase in engagement over time to see the long term impact of our work, and prove that we’re increasing engagement that leads to long term? • How we’re going to form a collaborative of people and help them use technology to advance their mission? COMMUNITY ORGANIZERS Group Therapy for People Who Organize Events
  • 43. Takeaways from my Circle: 1.Facebook RSVPs are Bunk! 2.Use your group’s influencers to make personal reach-outs and increase RSVPs and people in the seats 3.Take the time to really plan ahead COMMUNITY ORGANIZERS Group Therapy for People Who Organize Events
  • 44. How do you choose? 1. Do you select a system first or a consultant? 2. How to Evaluate a CMS - Factors to Consider 3. Cost shouldn’t be the decision-maker 4. Remember the Human Side of the Equation IDEALWARE CMS REVIEW Download: idealware.org/2012-cms-report
  • 45. 1. Ease of Set-up 2. Power and Flexibility 3. Do you need to support additional functions? 4. Integrate with Constituent Data? 5. Extensibility 6. Support for the System 7. Open Source vs. Proprietary CMS COSTS TO ACCOUNT FOR
  • 47. GET INVOLVED! Come hang out with us at NetSquared Houston meetup.com/Net2Houston facebook.com/Net2Houston netsquared.org
  • 49. MORE NTC! SARAH M. WORTHY Tendenci Community @sarahmworthy CAITLIN KALUZA Marketing Manager @qcait | qcait.com TENDENCI.COM/NTC-2013 facebook.com/tendenci @tendenci tendenci.com