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Omni-­‐Channel	
  Fundraising:	
  mobile,	
  social	
  and	
  tablet	
  
technologies	
  transform	
  how	
  we	
  raise	
  funds.	
  
	
  
By	
  Peter	
  Zehren	
  
	
  
Technology	
  is	
  forcing	
  fundraising	
  to	
  focus	
  on	
  simplicity,	
  but	
  it’s	
  complex.	
  Through	
  
new	
  gadgets	
  on	
  our	
  phones,	
  social	
  media	
  (SM)	
  and	
  tablets	
  we	
  are	
  able	
  to	
  fundraise	
  
in	
  a	
  myriad	
  of	
  more	
  efficient	
  ways.	
  All	
  of	
  them	
  require	
  us	
  to	
  focus	
  on	
  the	
  core	
  of	
  
fundraising—building	
  relationships.	
  CEO	
  and	
  Founder	
  of	
  Bloomerang	
  Jay	
  Love	
  says,	
  
“building	
  relationships	
  probably	
  goes	
  back	
  to	
  prehistoric	
  times;	
  certainly	
  Greeks	
  
and	
  Romans	
  knew	
  the	
  ways	
  to	
  build	
  relationships,	
  which	
  is	
  the	
  essence	
  of	
  all	
  
fundraising.”	
  When	
  building	
  relationships	
  on	
  SM,	
  Love	
  suggests	
  you	
  “find	
  the	
  most	
  
vociferous,	
  most	
  outgoing	
  followers	
  and	
  let	
  them	
  ignite	
  the	
  army	
  for	
  you.”	
  	
  
	
  
Whether	
  you’re	
  igniting	
  an	
  army	
  of	
  followers	
  or	
  personalizing	
  emails,	
  social	
  
technologies	
  help	
  us	
  build	
  stronger	
  relationships.	
  These	
  innovations	
  are	
  
transforming	
  fundraising	
  into	
  an	
  Omni-­‐channel	
  effort,	
  going	
  beyond	
  multi-­‐channel	
  
methods	
  and	
  offering	
  a	
  seamless	
  approach	
  to	
  the	
  donor	
  experience.	
  Blackbaud	
  Idea	
  
Lab	
  Director	
  Steve	
  MacLaughlin	
  points	
  out,	
  “Multi-­‐channel	
  was	
  the	
  term	
  used	
  for	
  
integrated	
  fundraising	
  for	
  years;	
  now	
  we’re	
  living	
  in	
  the	
  Omni-­‐channel	
  environment;	
  
it’s	
  mobile,	
  it’s	
  social,	
  it’s	
  multiple	
  devices	
  all	
  at	
  the	
  same	
  time.”	
  
	
  
“The	
  exciting	
  thing	
  now	
  is	
  there	
  are	
  lots	
  more	
  tools	
  for	
  fundraising	
  and	
  it’s	
  like	
  
being	
  a	
  kid	
  with	
  new	
  bits	
  of	
  technology	
  to	
  play	
  with,”	
  according	
  to	
  CEO	
  of	
  Raising	
  IT	
  
Tom	
  Latchford.	
  He	
  adds,	
  “There’s	
  lots	
  of	
  mainstream	
  methods	
  that	
  are	
  already	
  
proven,	
  things	
  like	
  SM	
  monitoring,	
  tracking	
  news	
  articles	
  or	
  hashtags,	
  even	
  the	
  
effectiveness	
  of	
  AdWords.”	
  Latchford	
  believes	
  creative	
  time	
  can	
  help	
  ferret	
  out	
  what	
  
works	
  for	
  your	
  organization.	
  Nonprofits	
  should	
  fine	
  tune	
  use	
  of	
  these	
  first,	
  but	
  
Latchford	
  reminds	
  us,	
  “There	
  are	
  lots	
  of	
  new	
  things	
  to	
  try	
  as	
  well.”	
  
	
  
When	
  trying	
  new	
  technologies	
  AccuFund	
  CEO	
  Peter	
  Stam	
  cautions,	
  “Nonprofits	
  
don’t	
  want	
  to	
  be	
  on	
  the	
  bleeding	
  edge,	
  but	
  they	
  should	
  be	
  looking	
  at	
  the	
  cutting	
  
edge.”	
  His	
  latest,	
  hottest	
  item	
  streamlines	
  the	
  interface	
  between	
  Salesforce	
  and	
  their	
  
Accounting	
  software;	
  and	
  it’s	
  on	
  their	
  public	
  appexchange	
  for	
  free.	
  Stam	
  suggests	
  
tight	
  budgets	
  make	
  innovation	
  difficult,	
  “When	
  people	
  are	
  checking	
  every	
  penny	
  
they	
  spend	
  on	
  administration	
  and	
  every	
  penny	
  on	
  fundraising	
  just	
  to	
  stay	
  below	
  a	
  
certain	
  percent,	
  it’s	
  hard	
  to	
  take	
  risks.”	
  
	
  
One	
  high-­‐tech	
  low-­‐risk	
  solution	
  is	
  using	
  a	
  tablet	
  to	
  take	
  donations	
  in	
  real	
  time	
  at	
  a	
  
house	
  party.	
  Stam	
  says,	
  “One	
  of	
  our	
  clients,	
  Bead	
  for	
  Life,	
  has	
  bead	
  parties.	
  They	
  sell	
  
beads	
  made	
  in	
  Africa	
  at	
  parties	
  throughout	
  the	
  United	
  States.	
  It’s	
  a	
  creative	
  
extension	
  for	
  an	
  organization	
  to	
  have	
  interactivity	
  on	
  a	
  tablet	
  in	
  the	
  party	
  giver’s	
  
living	
  room.”	
  	
  
	
  
While	
  nonprofits	
  struggle	
  to	
  find	
  ways	
  to	
  increase	
  revenue,	
  technology	
  is	
  putting	
  
fundraising	
  in	
  the	
  hands	
  of	
  donors.	
  Tablet	
  flexibility,	
  instantaneous	
  giving	
  through	
  
one-­‐click	
  programs,	
  crowdsourcing	
  software	
  and	
  peer-­‐to-­‐peer	
  campaigns	
  continue	
  
to	
  make	
  raising	
  funds	
  more	
  accessible	
  to	
  everyone.	
  Passion	
  for	
  the	
  organization	
  and	
  
the	
  ease	
  of	
  these	
  Omni-­‐channel	
  tools	
  is	
  creating	
  a	
  wave	
  of	
  social	
  actualization	
  in	
  the	
  
nonprofit	
  sector.	
  Fundraising	
  platforms	
  like	
  Indiegogo,	
  Kickstarter	
  and	
  
Crowdfunder	
  make	
  it	
  easy	
  for	
  donors	
  to	
  fundraise	
  through	
  their	
  networks.	
  
	
  
“We’re	
  all	
  using	
  technology	
  to	
  make	
  fundraising	
  easier	
  and	
  more	
  impactful,”	
  
according	
  to	
  nonprofit	
  SM	
  innovator	
  Beth	
  Kanter.	
  She	
  says,	
  “SM	
  is	
  about	
  using	
  your	
  
passion	
  to	
  create	
  change	
  through	
  your	
  network."	
  She	
  adds,	
  donors	
  are	
  “not	
  standing	
  
alone,	
  but	
  with	
  their	
  network	
  behind	
  them”	
  amplifying	
  the	
  impact.	
  Ben	
  Rattray,	
  
Founder	
  and	
  CEO	
  of	
  Change.org,	
  agrees,	
  "SM	
  is	
  allowing	
  us	
  to	
  create	
  change	
  
advocacy	
  on	
  a	
  greater	
  scale	
  with	
  more	
  efficacy."	
  Rattray	
  suggests	
  SM’s	
  role	
  as	
  a	
  
fundraising	
  tool	
  should	
  “look	
  beyond	
  dollars	
  raised	
  to	
  fully	
  capture	
  benefits."	
  	
  
	
  
Those	
  benefits	
  include	
  a	
  powerful	
  ability	
  to	
  mobilize	
  and	
  engage	
  donors.	
  Save	
  the	
  
Children	
  CEO	
  Carolyn	
  Miles	
  believes,	
  "SM	
  gives	
  power	
  to	
  people	
  to	
  fundraise	
  for	
  
organizations	
  on	
  their	
  own,	
  in	
  their	
  own	
  way,	
  with	
  their	
  own	
  followers.	
  Donors	
  
drive	
  it."	
  Donors	
  give	
  to	
  her	
  organization	
  through	
  gamification	
  (games	
  for	
  a	
  cause),	
  
designing	
  t-­‐shirts	
  and	
  organizing	
  red	
  balloon	
  vigils.	
  	
  
	
  
Jonathan	
  Gibbs,	
  Vice	
  President	
  of	
  Products	
  at	
  Network	
  for	
  Good,	
  says	
  in	
  their	
  latest	
  
report,	
  “The	
  most	
  surprising	
  finding	
  is	
  the	
  incredible	
  growth	
  of	
  peer-­‐to-­‐peer	
  
fundraising.”	
  	
  Gibbs	
  says	
  the	
  crowdsource	
  model	
  allows	
  people	
  to	
  “raise	
  money	
  for	
  
any	
  charity	
  at	
  any	
  time	
  not	
  necessarily	
  associated	
  with	
  an	
  event,	
  just	
  associated	
  with	
  
a	
  personal	
  interest	
  or	
  passion.”	
  
	
  
Gibbs	
  reports	
  another	
  surprising	
  finding	
  “…is	
  how	
  instantaneous	
  giving	
  needs	
  to	
  be	
  
in	
  order	
  for	
  people	
  of	
  a	
  younger	
  demographic	
  to	
  give.	
  People	
  want	
  a	
  one-­‐click	
  
experience,	
  through	
  a	
  system	
  where	
  their	
  information	
  is	
  preloaded.”	
  He	
  adds	
  that	
  
18%	
  of	
  online	
  donations	
  are	
  from	
  peer-­‐to-­‐peer	
  or	
  crowdsource	
  campaigns	
  with	
  
websites	
  remaining	
  the	
  predominant	
  way	
  people	
  give.	
  Although	
  only	
  10%	
  of	
  all	
  
charitable	
  giving	
  is	
  online	
  Gibb	
  says,	
  “That’s	
  trending	
  up	
  and	
  we’re	
  continuing	
  to	
  see	
  
it	
  evolve.”	
  
	
  
“Engaging	
  your	
  most	
  vocal	
  champions	
  to	
  fundraise	
  and	
  conduct	
  outreach	
  on	
  your	
  
behalf	
  is	
  vital,”	
  according	
  to	
  Freeman	
  White,	
  CEO	
  and	
  Co-­‐Founder	
  of	
  Launcht,	
  a	
  
crowdsourcing	
  platform.	
  His	
  data	
  shows	
  smart	
  phones	
  and	
  tablet	
  use	
  account	
  for	
  
20%	
  of	
  all	
  crowdfunding	
  traffic.	
  Freeman	
  expects	
  “these	
  numbers	
  to	
  grow	
  as	
  
changing	
  age	
  demographics,	
  advances	
  in	
  responsive	
  web	
  design	
  and	
  new	
  device	
  
adoption	
  rates	
  all	
  continue	
  to	
  favor	
  browsing	
  and	
  donating	
  through	
  mobile	
  devices.”	
  
	
  
Claire	
  Kerr,	
  Director	
  of	
  Digital	
  Philanthropy	
  at	
  Artez	
  Interactive,	
  identifies	
  “…three	
  
pillars	
  of	
  peer-­‐to-­‐peer	
  mobile	
  giving:	
  browsers,	
  apps	
  and	
  SMS	
  (Short	
  Message	
  
Service).	
  Over	
  48%	
  of	
  crowdsource	
  giving	
  traffic	
  is	
  via	
  phone.”	
  	
  According	
  to	
  Give	
  by	
  
Cell	
  Marketing	
  Manager	
  Katherine	
  Defensor,	
  “People	
  are	
  quickly	
  realizing	
  that	
  
mobile	
  is	
  the	
  way	
  to	
  go,”	
  Defensor	
  says,	
  “The	
  trend	
  is	
  all	
  about	
  mobile—mobile	
  
engagement,	
  mobile	
  fundraising,	
  mobile	
  bid	
  auction—even	
  though	
  old	
  methods	
  still	
  
work,	
  organizations	
  are	
  finding	
  mobile	
  opens	
  new	
  donor	
  markets.”	
  
	
  
While	
  SMS	
  platforms	
  make	
  mass	
  scale	
  fundraising	
  easy,	
  Defensor	
  admits	
  the	
  
downsides:	
  small	
  donations	
  of	
  five-­‐to-­‐ten	
  dollars,	
  lag	
  in	
  collection	
  and	
  limited	
  data	
  
gathering.	
  Similarly,	
  the	
  downsides	
  of	
  phone	
  apps	
  are	
  pushing	
  organizations	
  toward	
  
responsive	
  programs.	
  Defensor	
  says,	
  “We	
  started	
  with	
  apps,	
  then	
  realized	
  it’s	
  really	
  
expensive	
  to	
  do	
  changes,	
  so	
  we	
  made	
  it	
  easier…’’	
  shifting	
  to	
  a	
  web-­‐based	
  platform	
  
that’s	
  “…more	
  adaptable	
  and	
  easily	
  customizable.”	
  
	
  
Web-­‐based	
  programs	
  send	
  constituents	
  to	
  a	
  mobile	
  donation	
  webpage	
  allowing	
  
larger	
  gifts	
  and	
  deeper	
  data	
  collection.	
  Defensor	
  cautions,	
  “keep	
  campaigns	
  simple	
  
with	
  their	
  own	
  landing	
  page	
  instead	
  of	
  sending	
  people	
  through	
  a	
  distracting	
  
website.”	
  	
  	
  
	
  
SofterWare	
  Vice	
  President	
  of	
  Fundraising	
  Products	
  Jonathan	
  Biedermann	
  believes,	
  
“Mobile	
  is	
  all	
  overkill.	
  Less	
  than	
  half	
  the	
  people	
  over	
  64	
  have	
  smart	
  phones,	
  and	
  
that’s	
  your	
  average	
  donor.”	
  	
  Ten	
  percent	
  of	
  all	
  donations	
  are	
  made	
  online,	
  and	
  less	
  
than	
  10%	
  of	
  those	
  come	
  from	
  a	
  mobile	
  device,	
  either	
  phone	
  or	
  tablet.	
  Biedermann	
  
points	
  out,	
  “Less	
  than	
  one	
  percent	
  of	
  all	
  giving	
  comes	
  through	
  mobile.”	
  	
  
	
  
Clearly	
  nonprofits	
  may	
  want	
  to	
  focus	
  some	
  attention	
  on	
  mobile	
  if	
  their	
  donors	
  are	
  
younger.	
  However,	
  Biedermann	
  cautions,	
  “It’s	
  only	
  used	
  for	
  awareness,	
  if	
  you’re	
  
trying	
  to	
  raise	
  money	
  with	
  mobile	
  you’re	
  looking	
  in	
  the	
  wrong	
  place.”	
  	
  He	
  suggests	
  
older	
  donors	
  give	
  via	
  traditional	
  methods,	
  “Direct	
  Mail	
  is	
  not	
  dead;	
  telephone	
  
remains	
  effective	
  and	
  face-­‐to-­‐face	
  is	
  still	
  the	
  number	
  one	
  way	
  to	
  reach	
  donors.”	
  
	
  
Biedermann	
  is	
  skeptical	
  of	
  social	
  fundraising,	
  “Compared	
  to	
  practically	
  everything	
  
else	
  out	
  there	
  SM	
  has	
  the	
  lowest	
  return.”	
  	
  He	
  admits	
  SM	
  can	
  help	
  with	
  prospect	
  
research	
  and	
  identifying	
  influencers	
  who	
  have	
  large	
  networks	
  where	
  they	
  can	
  push	
  
out	
  an	
  organization’s	
  message.	
  Donor	
  Perfect	
  software	
  can	
  grab	
  information	
  from	
  
FB	
  and	
  twitter	
  feeds,	
  which	
  can	
  be	
  used	
  to	
  find	
  your	
  influencers.	
  Biedermann	
  says,	
  	
  
“They	
  may	
  not	
  give,	
  but	
  if	
  they’ve	
  got	
  1,000	
  friends,	
  that’s	
  valuable.”	
  	
  
	
  
Emily	
  Ledford,	
  Business	
  Development	
  Consultant	
  at	
  Donor	
  Drive	
  says	
  nonprofits	
  are	
  
doing	
  everything	
  they	
  can	
  “…to	
  take	
  advantage	
  of	
  the	
  technology	
  and	
  social	
  
platforms	
  available	
  to	
  raise	
  funds	
  and	
  awareness.”	
  Ledford	
  says,	
  “Donors	
  create	
  a	
  
campaign	
  page	
  online	
  for	
  an	
  event	
  or	
  organization	
  using	
  twitter,	
  FaceBook	
  (FB),	
  
Google	
  Plus,	
  LinkedIn	
  and	
  email.	
  They	
  send	
  it	
  to	
  friends,	
  family	
  and	
  co-­‐workers	
  with	
  
the	
  expectation	
  that	
  re-­‐tweeting,	
  re-­‐FaceBooking,	
  commenting	
  will	
  grow	
  their	
  
network	
  virally.”	
  	
  
	
  
Ledford	
  suggests	
  offering	
  template	
  pages	
  for	
  donors	
  to	
  customize.	
  Minimizing	
  effort	
  
allows	
  them	
  to	
  “…get	
  to	
  fundraising,	
  rather	
  than	
  worry	
  about	
  page	
  creation.”	
  
Ledford	
  says	
  accessibility	
  “…allows	
  constituents	
  to	
  use	
  the	
  fundraising	
  page	
  in	
  a	
  
myriad	
  of	
  ways	
  and	
  pass	
  it	
  on	
  to	
  others”	
  through	
  this	
  Omni-­‐channel	
  environment.	
  
	
  
Donor	
  Drive’s	
  robust	
  reporting	
  capability	
  focuses	
  on	
  identifying	
  how	
  much	
  
constituents	
  are	
  raising,	
  where	
  it’s	
  coming	
  from	
  and	
  who’s	
  raising	
  it.	
  Ledford	
  says,	
  
“With	
  an	
  open	
  API	
  (application	
  programming	
  interface),	
  Donor	
  Drive	
  is	
  destination-­‐
neutral	
  so	
  reports	
  integrate	
  with	
  databases	
  like	
  Salesforce	
  and	
  Raiser’s	
  Edge.”	
  	
  
	
  
A	
  2013	
  report	
  by	
  the	
  Nonprofit	
  Research	
  Collaborative	
  shows,	
  "SM	
  and	
  online	
  giving	
  
still	
  raise	
  only	
  10%	
  from	
  all	
  the	
  tools	
  used,	
  but	
  that’s	
  growing,”	
  according	
  to	
  Melissa	
  
Brown,	
  Principal	
  at	
  Melissa	
  Brown	
  and	
  Associates.	
  While	
  nonprofits	
  invest	
  in	
  SM,	
  
fundraising	
  should	
  remain	
  focused	
  on	
  direct	
  response.	
  Brown	
  reports,	
  “51%	
  of	
  all	
  
nonprofits	
  saw	
  an	
  increase	
  in	
  direct	
  mail	
  fundraising.	
  It’s	
  a	
  national	
  case	
  for	
  keeping	
  
direct	
  mail.	
  It’s	
  not	
  just	
  doing	
  well,	
  its	
  doing	
  great	
  everywhere.”	
  
	
  
As	
  far	
  as	
  SM	
  goes,	
  Telosa	
  COO	
  Christopher	
  Fink	
  says,	
  “It’s	
  something	
  we’re	
  still	
  
figuring	
  out	
  and	
  there’s	
  a	
  lot	
  of	
  hype	
  around	
  it.”	
  Telosa,	
  like	
  many	
  software	
  products,	
  
interfaces	
  with	
  SM	
  and	
  email	
  marketing	
  services	
  that	
  target	
  specific	
  technologies.	
  
Fink	
  adds,	
  “There’s	
  still	
  plenty	
  of	
  direct	
  mail	
  depending	
  on	
  the	
  organization,	
  but	
  
most	
  nonprofits	
  are	
  moving	
  into	
  less	
  expensive	
  email	
  marketing.”	
  
	
  
When	
  tracking	
  donors	
  there’s	
  an	
  awareness	
  of	
  what	
  can	
  be	
  done	
  with	
  the	
  ever-­‐
increasing	
  amount	
  of	
  data.	
  Fink	
  cautions,	
  “Now	
  that	
  we	
  have	
  this	
  data,	
  we	
  have	
  to	
  
know	
  what	
  to	
  do	
  with	
  it.”	
  Cloud-­‐based	
  programs	
  allow	
  for	
  increased	
  flexibility	
  in	
  
analytics.	
  Finks	
  says,	
  “We	
  have	
  ways	
  of	
  interacting	
  with	
  information,	
  segmenting	
  
lists	
  and	
  choosing	
  fields	
  from	
  several	
  screens	
  all	
  in	
  real	
  time.”	
  Mobile,	
  social	
  and	
  
tablet	
  technologies	
  all	
  make	
  it	
  easier	
  for	
  the	
  fundraiser	
  in	
  the	
  field	
  to	
  connect	
  with	
  
donors.	
  But	
  Fink	
  points	
  out,	
  “What	
  it	
  comes	
  down	
  to	
  is	
  building	
  relationships	
  with	
  
donors.	
  SM	
  can	
  enhance	
  that	
  relationship.”	
  
	
  
In	
  this	
  Omni-­‐channel	
  environment	
  donor	
  interaction	
  is	
  easier	
  for	
  nonprofits,	
  
especially	
  when	
  it	
  comes	
  to	
  listening.	
  Director	
  of	
  Major	
  and	
  Planned	
  Gifts	
  at	
  St.	
  
Agnes	
  Academy	
  Lisa	
  Chmiola	
  says,	
  “If	
  you’re	
  not	
  monitoring	
  what	
  people	
  say	
  about	
  
you,	
  other	
  people	
  will.”	
  Technology	
  has	
  made	
  it	
  easy	
  for	
  even	
  a	
  small	
  office	
  to	
  
monitor	
  the	
  web	
  using	
  keywords	
  and	
  search	
  programs.	
  	
  
	
  
Chmiola	
  believes,	
  “SM	
  needs	
  to	
  be	
  thought	
  of	
  as	
  a	
  tool	
  in	
  your	
  communications	
  
arsenal	
  to	
  help	
  people	
  find	
  out	
  about	
  your	
  organization.”	
  In	
  her	
  review	
  of	
  fifteen	
  SM	
  
tools,	
  Chmiola	
  stressed	
  nonprofits	
  should	
  sift	
  through	
  and	
  focus	
  on	
  tools	
  that	
  make	
  
sense	
  for	
  them,	
  whether	
  it’s	
  monitoring	
  streams,	
  prospect	
  research	
  or	
  raising	
  
awareness.	
  Clair	
  Kerr	
  from	
  Artez	
  Interactive	
  reports,	
  “approximately	
  ninety	
  percent	
  
of	
  all	
  SM	
  referral	
  donations	
  come	
  from	
  FB.”	
  She	
  adds,	
  “Organizations	
  can	
  no	
  longer	
  
ignore	
  FB’s	
  potential.”	
  
	
  
Ritu	
  Sharma,	
  Co-­‐Founder	
  and	
  Executive	
  Director	
  of	
  Social	
  Media	
  for	
  Nonprofits,	
  says	
  
it’s	
  important	
  to	
  have	
  a	
  SM	
  strategy.	
  For	
  FB,	
  Sharma	
  recommends,	
  “Post	
  once	
  a	
  day;	
  
if	
  it’s	
  really	
  exciting,	
  twice.”	
  People	
  tend	
  to	
  be	
  on	
  certain	
  SM	
  after	
  working	
  hours	
  and	
  
some	
  of	
  us	
  will	
  even	
  open	
  email	
  on	
  our	
  phone	
  or	
  tablet	
  while	
  watching	
  television.	
  
Consider	
  the	
  best	
  time	
  to	
  reach	
  your	
  constituents,	
  then	
  schedule	
  posts	
  with	
  a	
  SM	
  
management	
  tool	
  like	
  Hootsuite	
  or	
  TweetDeck.	
  
	
  
With	
  all	
  the	
  technology	
  to	
  help	
  nonprofits	
  traverse	
  the	
  Omni-­‐channel	
  environment	
  
it’s	
  even	
  more	
  important	
  to	
  have	
  something	
  memorable	
  and	
  engaging	
  to	
  say,	
  and	
  
that	
  may	
  not	
  be	
  about	
  your	
  mission.	
  Darrien	
  Rodriguez	
  Heyman,	
  CDO	
  and	
  
Cofounder	
  of	
  Better	
  World	
  Wireless,	
  suggests	
  nonprofits	
  use	
  SM	
  “to	
  promote	
  
thought	
  leadership	
  in	
  the	
  field	
  not	
  just	
  send	
  out	
  content	
  about	
  their	
  work.	
  Content	
  
should	
  focus	
  on	
  being	
  compelling,	
  concise	
  and	
  credible.”	
  
	
  
Mobile,	
  social	
  and	
  tablet	
  technologies	
  are	
  making	
  fundraiser’s	
  work	
  easier	
  in	
  the	
  
field	
  and	
  in	
  the	
  office	
  by	
  offering	
  access	
  to	
  reports	
  and	
  data	
  in	
  real	
  time.	
  But	
  they	
  
also	
  open	
  an	
  Omni-­‐channel	
  environment	
  where	
  donors	
  are	
  raising	
  funds	
  and	
  
spreading	
  the	
  message—giving	
  them	
  more	
  control	
  than	
  ever	
  before	
  and	
  
transforming	
  the	
  fundraising	
  landscape.	
  
	
  
Revised	
  BIO	
  
	
  
PETER ZEHREN
Peter Zehren is a nonprofit executive who has worked in organizations across the sector
raising 27-million dollars for various causes. He has won awards for stories as a radio
News Director and has transitioned new technologies at every organization he’s worked
at for years. Currently he is working on several committees at the Association of
Fundraising Professionals of Southeastern Wisconsin and Community Shares of Greater
Milwaukee.
Peter’s career as a fundraiser in New York and Milwaukee includes a broad array of
areas from establishing partnerships with fortune 100 companies and venture capital
investors to working with street teams an on the air in public radio. In February of 2010,
Peter served as a US Delegate to India where he represented the nonprofit sector in an
exchange of fundraising methods and best practices.
Peter received his Executive Masters in Public Administration From Baruch College in
May of 2013.In addition to a degree in Mass Communications-Journalism, he completed
a certificate in philanthropy through NYU SCPS and an intensive MBA program through
the American Management Association.
He is listed in the 5th edition of Personalities of America from the American
Biographical Institute. He has performed on stage with a world renowned Symphony
Orchestra, danced at the Minnesota Star Ball and sung at Carnegie Hall.
	
  

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Omni Channel Fundraising- 2014

  • 1.
  • 2. Omni-­‐Channel  Fundraising:  mobile,  social  and  tablet   technologies  transform  how  we  raise  funds.     By  Peter  Zehren     Technology  is  forcing  fundraising  to  focus  on  simplicity,  but  it’s  complex.  Through   new  gadgets  on  our  phones,  social  media  (SM)  and  tablets  we  are  able  to  fundraise   in  a  myriad  of  more  efficient  ways.  All  of  them  require  us  to  focus  on  the  core  of   fundraising—building  relationships.  CEO  and  Founder  of  Bloomerang  Jay  Love  says,   “building  relationships  probably  goes  back  to  prehistoric  times;  certainly  Greeks   and  Romans  knew  the  ways  to  build  relationships,  which  is  the  essence  of  all   fundraising.”  When  building  relationships  on  SM,  Love  suggests  you  “find  the  most   vociferous,  most  outgoing  followers  and  let  them  ignite  the  army  for  you.”       Whether  you’re  igniting  an  army  of  followers  or  personalizing  emails,  social   technologies  help  us  build  stronger  relationships.  These  innovations  are   transforming  fundraising  into  an  Omni-­‐channel  effort,  going  beyond  multi-­‐channel   methods  and  offering  a  seamless  approach  to  the  donor  experience.  Blackbaud  Idea   Lab  Director  Steve  MacLaughlin  points  out,  “Multi-­‐channel  was  the  term  used  for   integrated  fundraising  for  years;  now  we’re  living  in  the  Omni-­‐channel  environment;   it’s  mobile,  it’s  social,  it’s  multiple  devices  all  at  the  same  time.”     “The  exciting  thing  now  is  there  are  lots  more  tools  for  fundraising  and  it’s  like   being  a  kid  with  new  bits  of  technology  to  play  with,”  according  to  CEO  of  Raising  IT   Tom  Latchford.  He  adds,  “There’s  lots  of  mainstream  methods  that  are  already   proven,  things  like  SM  monitoring,  tracking  news  articles  or  hashtags,  even  the   effectiveness  of  AdWords.”  Latchford  believes  creative  time  can  help  ferret  out  what   works  for  your  organization.  Nonprofits  should  fine  tune  use  of  these  first,  but   Latchford  reminds  us,  “There  are  lots  of  new  things  to  try  as  well.”     When  trying  new  technologies  AccuFund  CEO  Peter  Stam  cautions,  “Nonprofits   don’t  want  to  be  on  the  bleeding  edge,  but  they  should  be  looking  at  the  cutting   edge.”  His  latest,  hottest  item  streamlines  the  interface  between  Salesforce  and  their   Accounting  software;  and  it’s  on  their  public  appexchange  for  free.  Stam  suggests   tight  budgets  make  innovation  difficult,  “When  people  are  checking  every  penny   they  spend  on  administration  and  every  penny  on  fundraising  just  to  stay  below  a   certain  percent,  it’s  hard  to  take  risks.”     One  high-­‐tech  low-­‐risk  solution  is  using  a  tablet  to  take  donations  in  real  time  at  a   house  party.  Stam  says,  “One  of  our  clients,  Bead  for  Life,  has  bead  parties.  They  sell   beads  made  in  Africa  at  parties  throughout  the  United  States.  It’s  a  creative   extension  for  an  organization  to  have  interactivity  on  a  tablet  in  the  party  giver’s   living  room.”      
  • 3. While  nonprofits  struggle  to  find  ways  to  increase  revenue,  technology  is  putting   fundraising  in  the  hands  of  donors.  Tablet  flexibility,  instantaneous  giving  through   one-­‐click  programs,  crowdsourcing  software  and  peer-­‐to-­‐peer  campaigns  continue   to  make  raising  funds  more  accessible  to  everyone.  Passion  for  the  organization  and   the  ease  of  these  Omni-­‐channel  tools  is  creating  a  wave  of  social  actualization  in  the   nonprofit  sector.  Fundraising  platforms  like  Indiegogo,  Kickstarter  and   Crowdfunder  make  it  easy  for  donors  to  fundraise  through  their  networks.     “We’re  all  using  technology  to  make  fundraising  easier  and  more  impactful,”   according  to  nonprofit  SM  innovator  Beth  Kanter.  She  says,  “SM  is  about  using  your   passion  to  create  change  through  your  network."  She  adds,  donors  are  “not  standing   alone,  but  with  their  network  behind  them”  amplifying  the  impact.  Ben  Rattray,   Founder  and  CEO  of  Change.org,  agrees,  "SM  is  allowing  us  to  create  change   advocacy  on  a  greater  scale  with  more  efficacy."  Rattray  suggests  SM’s  role  as  a   fundraising  tool  should  “look  beyond  dollars  raised  to  fully  capture  benefits."       Those  benefits  include  a  powerful  ability  to  mobilize  and  engage  donors.  Save  the   Children  CEO  Carolyn  Miles  believes,  "SM  gives  power  to  people  to  fundraise  for   organizations  on  their  own,  in  their  own  way,  with  their  own  followers.  Donors   drive  it."  Donors  give  to  her  organization  through  gamification  (games  for  a  cause),   designing  t-­‐shirts  and  organizing  red  balloon  vigils.       Jonathan  Gibbs,  Vice  President  of  Products  at  Network  for  Good,  says  in  their  latest   report,  “The  most  surprising  finding  is  the  incredible  growth  of  peer-­‐to-­‐peer   fundraising.”    Gibbs  says  the  crowdsource  model  allows  people  to  “raise  money  for   any  charity  at  any  time  not  necessarily  associated  with  an  event,  just  associated  with   a  personal  interest  or  passion.”     Gibbs  reports  another  surprising  finding  “…is  how  instantaneous  giving  needs  to  be   in  order  for  people  of  a  younger  demographic  to  give.  People  want  a  one-­‐click   experience,  through  a  system  where  their  information  is  preloaded.”  He  adds  that   18%  of  online  donations  are  from  peer-­‐to-­‐peer  or  crowdsource  campaigns  with   websites  remaining  the  predominant  way  people  give.  Although  only  10%  of  all   charitable  giving  is  online  Gibb  says,  “That’s  trending  up  and  we’re  continuing  to  see   it  evolve.”     “Engaging  your  most  vocal  champions  to  fundraise  and  conduct  outreach  on  your   behalf  is  vital,”  according  to  Freeman  White,  CEO  and  Co-­‐Founder  of  Launcht,  a   crowdsourcing  platform.  His  data  shows  smart  phones  and  tablet  use  account  for   20%  of  all  crowdfunding  traffic.  Freeman  expects  “these  numbers  to  grow  as   changing  age  demographics,  advances  in  responsive  web  design  and  new  device   adoption  rates  all  continue  to  favor  browsing  and  donating  through  mobile  devices.”     Claire  Kerr,  Director  of  Digital  Philanthropy  at  Artez  Interactive,  identifies  “…three   pillars  of  peer-­‐to-­‐peer  mobile  giving:  browsers,  apps  and  SMS  (Short  Message   Service).  Over  48%  of  crowdsource  giving  traffic  is  via  phone.”    According  to  Give  by  
  • 4. Cell  Marketing  Manager  Katherine  Defensor,  “People  are  quickly  realizing  that   mobile  is  the  way  to  go,”  Defensor  says,  “The  trend  is  all  about  mobile—mobile   engagement,  mobile  fundraising,  mobile  bid  auction—even  though  old  methods  still   work,  organizations  are  finding  mobile  opens  new  donor  markets.”     While  SMS  platforms  make  mass  scale  fundraising  easy,  Defensor  admits  the   downsides:  small  donations  of  five-­‐to-­‐ten  dollars,  lag  in  collection  and  limited  data   gathering.  Similarly,  the  downsides  of  phone  apps  are  pushing  organizations  toward   responsive  programs.  Defensor  says,  “We  started  with  apps,  then  realized  it’s  really   expensive  to  do  changes,  so  we  made  it  easier…’’  shifting  to  a  web-­‐based  platform   that’s  “…more  adaptable  and  easily  customizable.”     Web-­‐based  programs  send  constituents  to  a  mobile  donation  webpage  allowing   larger  gifts  and  deeper  data  collection.  Defensor  cautions,  “keep  campaigns  simple   with  their  own  landing  page  instead  of  sending  people  through  a  distracting   website.”         SofterWare  Vice  President  of  Fundraising  Products  Jonathan  Biedermann  believes,   “Mobile  is  all  overkill.  Less  than  half  the  people  over  64  have  smart  phones,  and   that’s  your  average  donor.”    Ten  percent  of  all  donations  are  made  online,  and  less   than  10%  of  those  come  from  a  mobile  device,  either  phone  or  tablet.  Biedermann   points  out,  “Less  than  one  percent  of  all  giving  comes  through  mobile.”       Clearly  nonprofits  may  want  to  focus  some  attention  on  mobile  if  their  donors  are   younger.  However,  Biedermann  cautions,  “It’s  only  used  for  awareness,  if  you’re   trying  to  raise  money  with  mobile  you’re  looking  in  the  wrong  place.”    He  suggests   older  donors  give  via  traditional  methods,  “Direct  Mail  is  not  dead;  telephone   remains  effective  and  face-­‐to-­‐face  is  still  the  number  one  way  to  reach  donors.”     Biedermann  is  skeptical  of  social  fundraising,  “Compared  to  practically  everything   else  out  there  SM  has  the  lowest  return.”    He  admits  SM  can  help  with  prospect   research  and  identifying  influencers  who  have  large  networks  where  they  can  push   out  an  organization’s  message.  Donor  Perfect  software  can  grab  information  from   FB  and  twitter  feeds,  which  can  be  used  to  find  your  influencers.  Biedermann  says,     “They  may  not  give,  but  if  they’ve  got  1,000  friends,  that’s  valuable.”       Emily  Ledford,  Business  Development  Consultant  at  Donor  Drive  says  nonprofits  are   doing  everything  they  can  “…to  take  advantage  of  the  technology  and  social   platforms  available  to  raise  funds  and  awareness.”  Ledford  says,  “Donors  create  a   campaign  page  online  for  an  event  or  organization  using  twitter,  FaceBook  (FB),   Google  Plus,  LinkedIn  and  email.  They  send  it  to  friends,  family  and  co-­‐workers  with   the  expectation  that  re-­‐tweeting,  re-­‐FaceBooking,  commenting  will  grow  their   network  virally.”       Ledford  suggests  offering  template  pages  for  donors  to  customize.  Minimizing  effort   allows  them  to  “…get  to  fundraising,  rather  than  worry  about  page  creation.”  
  • 5. Ledford  says  accessibility  “…allows  constituents  to  use  the  fundraising  page  in  a   myriad  of  ways  and  pass  it  on  to  others”  through  this  Omni-­‐channel  environment.     Donor  Drive’s  robust  reporting  capability  focuses  on  identifying  how  much   constituents  are  raising,  where  it’s  coming  from  and  who’s  raising  it.  Ledford  says,   “With  an  open  API  (application  programming  interface),  Donor  Drive  is  destination-­‐ neutral  so  reports  integrate  with  databases  like  Salesforce  and  Raiser’s  Edge.”       A  2013  report  by  the  Nonprofit  Research  Collaborative  shows,  "SM  and  online  giving   still  raise  only  10%  from  all  the  tools  used,  but  that’s  growing,”  according  to  Melissa   Brown,  Principal  at  Melissa  Brown  and  Associates.  While  nonprofits  invest  in  SM,   fundraising  should  remain  focused  on  direct  response.  Brown  reports,  “51%  of  all   nonprofits  saw  an  increase  in  direct  mail  fundraising.  It’s  a  national  case  for  keeping   direct  mail.  It’s  not  just  doing  well,  its  doing  great  everywhere.”     As  far  as  SM  goes,  Telosa  COO  Christopher  Fink  says,  “It’s  something  we’re  still   figuring  out  and  there’s  a  lot  of  hype  around  it.”  Telosa,  like  many  software  products,   interfaces  with  SM  and  email  marketing  services  that  target  specific  technologies.   Fink  adds,  “There’s  still  plenty  of  direct  mail  depending  on  the  organization,  but   most  nonprofits  are  moving  into  less  expensive  email  marketing.”     When  tracking  donors  there’s  an  awareness  of  what  can  be  done  with  the  ever-­‐ increasing  amount  of  data.  Fink  cautions,  “Now  that  we  have  this  data,  we  have  to   know  what  to  do  with  it.”  Cloud-­‐based  programs  allow  for  increased  flexibility  in   analytics.  Finks  says,  “We  have  ways  of  interacting  with  information,  segmenting   lists  and  choosing  fields  from  several  screens  all  in  real  time.”  Mobile,  social  and   tablet  technologies  all  make  it  easier  for  the  fundraiser  in  the  field  to  connect  with   donors.  But  Fink  points  out,  “What  it  comes  down  to  is  building  relationships  with   donors.  SM  can  enhance  that  relationship.”     In  this  Omni-­‐channel  environment  donor  interaction  is  easier  for  nonprofits,   especially  when  it  comes  to  listening.  Director  of  Major  and  Planned  Gifts  at  St.   Agnes  Academy  Lisa  Chmiola  says,  “If  you’re  not  monitoring  what  people  say  about   you,  other  people  will.”  Technology  has  made  it  easy  for  even  a  small  office  to   monitor  the  web  using  keywords  and  search  programs.       Chmiola  believes,  “SM  needs  to  be  thought  of  as  a  tool  in  your  communications   arsenal  to  help  people  find  out  about  your  organization.”  In  her  review  of  fifteen  SM   tools,  Chmiola  stressed  nonprofits  should  sift  through  and  focus  on  tools  that  make   sense  for  them,  whether  it’s  monitoring  streams,  prospect  research  or  raising   awareness.  Clair  Kerr  from  Artez  Interactive  reports,  “approximately  ninety  percent   of  all  SM  referral  donations  come  from  FB.”  She  adds,  “Organizations  can  no  longer   ignore  FB’s  potential.”     Ritu  Sharma,  Co-­‐Founder  and  Executive  Director  of  Social  Media  for  Nonprofits,  says   it’s  important  to  have  a  SM  strategy.  For  FB,  Sharma  recommends,  “Post  once  a  day;  
  • 6. if  it’s  really  exciting,  twice.”  People  tend  to  be  on  certain  SM  after  working  hours  and   some  of  us  will  even  open  email  on  our  phone  or  tablet  while  watching  television.   Consider  the  best  time  to  reach  your  constituents,  then  schedule  posts  with  a  SM   management  tool  like  Hootsuite  or  TweetDeck.     With  all  the  technology  to  help  nonprofits  traverse  the  Omni-­‐channel  environment   it’s  even  more  important  to  have  something  memorable  and  engaging  to  say,  and   that  may  not  be  about  your  mission.  Darrien  Rodriguez  Heyman,  CDO  and   Cofounder  of  Better  World  Wireless,  suggests  nonprofits  use  SM  “to  promote   thought  leadership  in  the  field  not  just  send  out  content  about  their  work.  Content   should  focus  on  being  compelling,  concise  and  credible.”     Mobile,  social  and  tablet  technologies  are  making  fundraiser’s  work  easier  in  the   field  and  in  the  office  by  offering  access  to  reports  and  data  in  real  time.  But  they   also  open  an  Omni-­‐channel  environment  where  donors  are  raising  funds  and   spreading  the  message—giving  them  more  control  than  ever  before  and   transforming  the  fundraising  landscape.     Revised  BIO     PETER ZEHREN Peter Zehren is a nonprofit executive who has worked in organizations across the sector raising 27-million dollars for various causes. He has won awards for stories as a radio News Director and has transitioned new technologies at every organization he’s worked at for years. Currently he is working on several committees at the Association of Fundraising Professionals of Southeastern Wisconsin and Community Shares of Greater Milwaukee. Peter’s career as a fundraiser in New York and Milwaukee includes a broad array of areas from establishing partnerships with fortune 100 companies and venture capital investors to working with street teams an on the air in public radio. In February of 2010, Peter served as a US Delegate to India where he represented the nonprofit sector in an exchange of fundraising methods and best practices. Peter received his Executive Masters in Public Administration From Baruch College in May of 2013.In addition to a degree in Mass Communications-Journalism, he completed a certificate in philanthropy through NYU SCPS and an intensive MBA program through the American Management Association. He is listed in the 5th edition of Personalities of America from the American Biographical Institute. He has performed on stage with a world renowned Symphony Orchestra, danced at the Minnesota Star Ball and sung at Carnegie Hall.