Peer-to-peer fundraising can be a powerful tool for small nonprofits to raise funds and increase awareness about their cause. In this webinar, Rob Wu and Jenna Notarfrancesco with CauseVoxwe share the world of peer-to-peer fundraising and provided practical tips and tools for small nonprofits to master this approach. Topics such as setting fundraising goals, recruiting engaging peer-to-peer fundraisers, creating compelling campaigns, leveraging social media, and measuring success were discussed.

1. Small but Mighty: Mastering
Peer-to-Peer Fundraising for
Small Nonprofits
WEBINAR

2. Today’s Speakers
Welcome to the session!
Rob Wu
CEO + Founder
CauseVox
Jenna Notarfrancesco
Account Executive
CauseVox

3. CauseVox makes
peer-to-peer
fundraising easy.
Run donation pages, mobile payments, campaigns,
ticketing, and peer to peer fundraising all in one
place.
BEST-IN-CLASS ONLINE FUNDRAISING
One-on-one support for all users, with real people
that care about your success.
HANDS-ON SUPPORT
Guides, templates, webinars, and courses that our
audience of 100k nonprofit pros rave about.
TOP RATED FUNDRAISING EDUCATION

4. Raise More With
Less Time
Typical fundraising software is
clunky and complex, but CauseVox
actually tidies up your digital
fundraising.
Donation forms & pages
Pledges
Crowdfunding
Event ticketing
Peer to peer fundraising

5. Modernize your
donations
Replace your clunky donation
forms with easy forms that
delight donors.
Apple/Google Pay, Venmo & PayPal
ACH bank transfer
One-time & recurring donations
Pledges
Auto receipts
Customized branding
Cover the fee options
POPULAR

6. Integrated event ticketing maximizes
your fundraising events.
Un-Frankenstein your fundraising
events with one place for selling
tickets, taking donations, and running
peer to peer fundraising.
Sell more tickets to
your event

7. HOT
Hands-free
peer to peer fundraising
Mobilize your network to acquire
new donors with personal and
team fundraising pages for any
DIY campaign, virtual challenge,
gala, and more!
Setup in minutes with clutter-free
admin control.

8. Register for an On-Demand Demo
ACTION ITEM
https://www.causevox.com/schedule-a-demo/

9. Free Fundraising Tips
SUBSCRIBE
https://www.causevox.com/blog/

10. • The importance of peer-to-peer fundraising.
• Setting fundraising goals and metrics.
• Recruiting and engaging peer-to-peer fundraisers.
• Creating effective campaigns on CauseVox.
• Leveraging AI for peer-to-peer fundraising.
• Measuring success.
• Optional Q&A
Session Agenda:

11. The Importance of
Peer-to-Peer Fundraising

12. Why Is P2P
Important?
• Easy
• Effective
• Boosts ROI
• Increases retention

13. What Is Peer-to-Peer Fundraising?
• Relies on peers (grassroots) reaching out to each other on behalf of a
cause.
• Supporters fundraise on your behalf by reaching out into their social
networks through personal and team pages.

15. OPTIONAL

16. Launched by org
Events
Launched by org
Giving Days
& Projects
Launched by supporter
Do It Yourself
& 3rd Party
• Virtual Galas &
Events
• Race, walks, and
runs
• Polar Plunge
• Bowl-a-Thon
• Annual fundraising
• Crowdfunding
• GivingTuesday and
other giving days
• Capital projects
• Program
campaigns
• Third-party events
• Partner fundraising
• Memorials and
tributes
• Challenges,
weddings, and
birthday campaigns
Common Types of P2P Fundraising

17. Giving Tuesday Example

18. Awards/Gala Example

19. Advantages of Small Nonprofits

20. Advantages of Small Nonprofits

21. Advantages of Small Nonprofits

22. Organizations that use peer-to-peer
fundraising raise
2x
as much, as opposed to other digital
fundraising methods

23. I think it was so easy for everybody to use
p2p fundraising on CauseVox…it just flowed. I
had all generations and levels of users. It was
just that easy to use.
Amy Kaczmarek
Director of Development at SOS Children’s Villages

24. JASA Raises More Than 2x Their Goal

25. Setting Fundraising
Goals and Metrics

26. SMART Fundraising Goals
ATTAINABLE
• What have we raised in past events or online
campaigns?
• What is our average size donation?
• How many people donated to our last campaign?
• What resources does this organization have to
commit to the fundraising process (hours, money)?
SPECIFIC
• Ex: Raise $1,000 to house 100 of the city’s homeless
for 1 night.
• Ex: Raise $40,000 to send 1000 kids to camp.
• Ex: Rally 100 supporters to provide 100 families with
care packages.
MEASURABLE
• How much you need to raise?
• Who will be tracking the progress toward the goal?
• How you’ll know when you reach your goal?

27. SMART Fundraising Goals
TIME-BASED
• Your start date
• Your end date
• Steps that can be taken at the present time
• An outline of where you should be at important
points in your campaign
RELEVANT
• What will meeting this goal do to further your
mission?
• What are the direct results in lives changed, return
on investment, etc.?
• Are you reaching your target group with this goal?
• How do the services the donations will provide
connections with the services you’re currently
offering?

28. SMART Goal Example

29. We analyzed a population of 2022 peer to peer fundraising campaigns on CauseVox to
determine benchmarks for goal setting.
CauseVox Peer to Peer Data Study
Peer to peer fundraising
campaigns
1057
Personal pages that
raised over $20.
47,000
Donations to the
campaigns
$29MM

30. Peer to peer fundraising is a big opportunity to increase your donor list and to
engage existing supporters.
CauseVox Peer to Peer Data Study
Average campaign raise
$27,000
Average donation to a
personal page
$74
Average donation to a
general page
$130

31. Most funds are raised online since it’s easy to make a transaction, but a significant
portion of donations still come through checks and other means.
CauseVox Peer to Peer Data Study
Funds raised online
80%
Funds raised offline
20%

32. The success and activation of peer to peer participants are critical to driving
donations to the campaign.
CauseVox Peer to Peer Data Study
Funds raised on the
general page
13%
Funds raised via p2p
pages
87%

33. Organizations can use data benchmarks to set campaign goals, peer to peer
recruitment goals, and donor acquisition goals.
CauseVox Peer to Peer Data Study
Of peer to peer pages
created raised funds.
34%
Average funds raised per
active peer to peer page
$795
Number of donations per
active peer to peer page
10.74

34. CauseVox Peer-to-Peer Calculator
ACTION ITEM
! https://bit.ly/3KnnPOv

35. Recruiting and
Engaging Fundraisers

36. • Board members
• Staff
• Volunteers
• Partners
• Returning donors
• Program alumni
• Past event attendees
Best Candidates for Peer-to-Peer

37. • Consider doing a soft launch: ask a few select people to start fundraising
first.
• The first 2 weeks of a campaign is typically when you’ll recruit the most
fundraisers
• You’ll want to use multiple channels to recruit fundraisers (ie: phone
calls, emails, social media, and more)
• Consider doing a webinar training to help fundraisers get setup for
success
Quick Tips on Recruitment

38. I think our main takeaway is that when it
comes to [online fundraising], you have two
options to expand. You can either recruit
more fundraisers, OR you can empower the
fundraisers you have to raise more money.
Kelly McLaughlin
FIT Strategic Consulting

39. • A campaign overview
• Brand guidelines
• Images and logos
• Fundraising email templates
• Canned social media posts
to copy and paste
• Thank you and recognition
tools
• Fundraising tips
Fundraising Toolkit

40. CauseVox Sample Toolkits
ACTION ITEM
! https://www.causevox.com/blog/fundraising-toolkit/

41. • Create a schedule and have regular rhythms of communication.
• Stay relevant and give your audience something they value in return.
• Post attention-grabbing content to stop the scroll.
• Drive engagement by asking your community to share their stories.
• Capture your community’s attention, trust, and eventually, you can
convert them into taking an action.
Quick Tips on Leveraging Social Media

42. Social Media Example

43. Creating Effective
Campaigns

44. PRO TIP
Step 1
Launch a branded
campaign with no IT
person required.
• Add video and
graphics to creatively
tell your story.
• Add sponsor logos
and matching gift
info.

45. Step 2
Set a Funding Goal,
Impact Metric/Activity
Metric and End Date.

46. Step 3
Set up default peer-
to-peer profile image,
appeal text, funding
goal and welcome
email.

47. Step 4
Set up your share
settings: image, title and
description.

48. Step 5
Set up your
customizable donation
tiers and connect a
payment processor.

49. Campaign Examples

50. Leveraging AI for Peer-
to-Peer Fundraising

51. What is
ChatGPT?

53. Accessing ChatGPT
! https://chat.openai.com/chat

54. • Fundraising appeal creation
• Create a p2p recruitment email
• Donation tiers
• Donation receipt
• Create a communications (email and social media) timeline
• Create social media posts
Shortcut Content Generation for Peer
to Peer Fundraising

55. ChatGPT Example: Fundraising Appeal

56. ChatGPT Example: Peer to Peer Outreach Email

57. ChatGPT Example: Donation Tiers

58. ChatGPT Example: Donation Receipt

59. Outcome
We want to jumpstart the creation of
fundraising campaign assets that normally
would take a long time to create from
scratch.
Will use the 2023 Jane-a-thon as a live
example: https://jat23.causevox.com/
Rob’s time saving goal: 8-10 hours
ChatGPT Example: Social Media Timeline

60. Outcome
We want to jumpstart the creation of
fundraising campaign assets that normally
would take a long time to create from
scratch.
Will use the 2023 Jane-a-thon as a live
example: https://jat23.causevox.com/
Rob’s time saving goal: 8-10 hours
ChatGPT Example: Social Media Timeline

61. ChatGPT Example: Social Media Timeline

62. Measuring Success

63. Quick Tips on Measuring Success
PLAN
Develop a plan to adjust the campaign.
EVALUATE
Analyze data.
• Ex: Donations are lower than expected and social
media engagement is limited.
MEASURE
Track donations over time and monitor social media
engagement to see if your adjusted strategy is
resonating with your target audience.
IDENTIFY
IMPLEMENT
Make changes to the campaign.
• Ex: Edit your campaign appeal and messaging to
highlight specific success stories from the animal
shelter, showing direct donor impact.
Determine where you can adjust your campaign strategy.
• Ex: You might decide that you need to target a more
specific audience, quantify goods or services or add a
compelling story.

64. 1. Peer-to-peer is easy and effective to raise 2x the funds.
2. Create a plan and set SMART goals.
3. Recruit and equip fundraisers.
4. Leverage AI to streamline content creation.
5. Pick a best-in-class fundraising platform.
6. Be flexible to pivot strategy if needed.
7. BONUS: Peer-to-peer fundraising is more than the numbers, it’s about
building relationships for meaningful impact.
Key Takeaways

65. Secure more donors
year-round on CauseVox
Easily design, launch, and manage
your fundraising campaigns using
our powerful online fundraising
software.
Learn more and get started at
causevox.com

66. • [CauseVox] Peer to Peer Fundraising Goal Calculator (2023)
• https://www.causevox.com/blog/smart-fundraising-goals/
• https://www.causevox.com/fundraising-ideas/
• https://www.causevox.com/blog/fundraising-toolkit/
• https://www.causevox.com/blog/fundraising-plan-calendar/
• https://www.causevox.com/blog/chatgpt-for-nonprofits/
Additional resources

67. Register for an On-Demand Demo
ACTION ITEM
https://www.causevox.com/schedule-a-demo/

68. Questions?
Share yours in the questions pane.