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Play It Again, Sam
Monthly Giving Programs for sustaining
donations “As Time Goes By”
PRESENTED BY JEANNE HORNE, SHARE OUR STRENGTH
WENDY MARINACCIO HUSMAN, MAL WARWICK|DONORDIGITAL
Here’s lookin’ at you, kid
2 #bbcon
‘As Time Goes By,’
monthly donors rule with
#NoKidHungry #Donordigital.
Here’s looking at you, #BBCon.
3 #bbcon
Tweet this now
Share Our Strength
Jeanne Horne
Senior Manager, Digital Communications
Share Our Strength
P  No Kid Hungry is ending childhood hunger in America
P  Feeding kids where they live, learn and play
P  Engaging the public to make child hunger a
national priority
Donordigital
Wendy Marinaccio Husman
Senior Account Executive
Donordigital
P Integrated, multi-channel strategy
P High-level and granular analysis
P Full copywriting and design creative service
P Production and management services
Why Monthly Giving Rules!
•  Revenue you can count on
•  Increase donor lifetime value
•  No need to renew
•  Planned giving prospect pool
•  Donor preference: “set it & forget it”
Monthly Giving
Components of A Program
•  Recruitment
•  Upgrades
•  Re-engagement
•  Retention
•  Tracking
•  Testing
Recruitment
9 #bbcon
Organic monthly gifts
Website 
Promotion
Monthly giving upsell lightbox
Monthly giving upsell lightbox
Monthly giving upsell lightbox
New Donor Welcome Series
Sustainer “BLITZ” campaign
Components:
Goal, deadline & thermometer
Email series
Direct mail piece
Tele-funding
Integrated emails
Online advertising/paid search
Home page lightbox
Donation form testing
Upsell lightbox
E-Miles donor acquisition
Premium/incentive
Segmentation with targeted asks:
Join, renew, upgrade
Segment versioning for ask string
Online Advertising Campaign
Appeal Emails
In the mail
Current donors
•  Mailed appeal – on the response form (organic)
•  Mailed appeal – dedicated sustainer ask
•  Monthly newsletter bangtail
•  Welcome package to new donors
Telefunding
•  Phones are the #1 offline recruitment
channel
•  Target audiences
•  Get people on the phone as soon as they
make a gift; convert right away
•  Donors HPC $25-99 with 2+ gifts
•  Email in support of the ask
0	
  
50	
  
100	
  
150	
  
200	
  
250	
  
300	
  
350	
  
400	
  
1000	
  
1200	
  
1400	
  
1600	
  
1800	
  
2000	
  
2200	
  
2400	
  
2600	
  
2800	
  
Monthly	
  Gi3s	
   New	
  Monthly	
  Gi3s	
  
New Monthly Donations
Upgrades
30 #bbcon
3 Rules of Asking for More
Just follow the rules:
1.  Use specific upgrade amount
2.  Process to avoid duplicating monthly gift
3.  Get the data right
Retention
33 #bbcon
Retention
•  Stewardship
•  Acknowledgement & receipts
•  Donor benefits
•  Talk to sustainers like you know them
•  Segment/suppress correctly
•  Stop loss
•  Keep credit cards current
•  Telefunding
Acknowledgements & Benefits
Stop-loss
•  Credit card expiration
•  Donor services number easily accessible
•  Staff member check for expired cards
•  Triggered email series for upcoming expirations
•  Website forms
•  Mail
•  Phone
•  Other card issues
•  Similar strategies for lost/stolen or reissued cards
Donor services
Re-engage lapsed donors
39 #bbcon
We want you back
•  Re-join attempts
•  Triggered email series
•  Annual receipt with lapsed member postcard
•  Phone calls
•  Track re-acquired donors
•  Back in the regular communications flow
•  Conditionalize content
•  Online ads targeted to lapsed sustainers
Triggered email series
Metrics & tracking
43 #bbcon
Metrics to Track
•  Total revenue by campaign, month and
year over year
•  Break out monthly from single gifts
•  New monthly donors
•  Upgraded donors
•  Avg. gift amounts
•  Avg. duration (months) on file
•  Source of gifts
Test, test, test
45 #bbcon
Monthly
Donation
Page
Dedicated form testing
Before & After
Use our calculator when testing
•  Ensure your tests have
a statistically
significant response
•  90% confidence
indicates a 10%
chance the result is
not significant; best to
be at 95%+
•  http://malwarwick.com/
response-significance-
calculator/
Monthly Sustainer Revenue Growth Over Time
$10,000
$20,000
$30,000
$40,000
$50,000
$60,000
$70,000
$80,000
Dec-10 Jun-11 Dec-11 Jun-12 Dec-12 Jun-13 Dec-13 Jun-14 Dec-14 Jun-15
Take-aways for large programs
•  Spend as much time on retention and stop-loss as
on recruitment
•  Ask monthly donors to upgrade
•  Integrate monthly asks across channels
•  Treat your monthly donors like you know them
Take-aways for small programs
•  Improve best practices throughout your
fundraising
•  Create a dedicated monthly giving donation form
•  Ensure processes/staff resources are in place
•  Keep a long view
Questions?
Wendy Marinaccio Husman Jeanne Horne
wendy@donordigital.com jhorne@strength.org
(510) 473-0366 (202) 649-4341
www.donordigital.com www.nokidhungry.org
@donordigital @nokidhungry
@wendymarinaccio
We’ll always have Austin, TX…
…but you can call us anytime!

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Monthly Giving Talk at the 2015 Blackbaud Conference

  • 1. Play It Again, Sam Monthly Giving Programs for sustaining donations “As Time Goes By” PRESENTED BY JEANNE HORNE, SHARE OUR STRENGTH WENDY MARINACCIO HUSMAN, MAL WARWICK|DONORDIGITAL
  • 2. Here’s lookin’ at you, kid 2 #bbcon
  • 3. ‘As Time Goes By,’ monthly donors rule with #NoKidHungry #Donordigital. Here’s looking at you, #BBCon. 3 #bbcon Tweet this now
  • 4. Share Our Strength Jeanne Horne Senior Manager, Digital Communications Share Our Strength P  No Kid Hungry is ending childhood hunger in America P  Feeding kids where they live, learn and play P  Engaging the public to make child hunger a national priority
  • 5. Donordigital Wendy Marinaccio Husman Senior Account Executive Donordigital P Integrated, multi-channel strategy P High-level and granular analysis P Full copywriting and design creative service P Production and management services
  • 6. Why Monthly Giving Rules! •  Revenue you can count on •  Increase donor lifetime value •  No need to renew •  Planned giving prospect pool •  Donor preference: “set it & forget it”
  • 8. Components of A Program •  Recruitment •  Upgrades •  Re-engagement •  Retention •  Tracking •  Testing
  • 11.
  • 12.
  • 18. Sustainer “BLITZ” campaign Components: Goal, deadline & thermometer Email series Direct mail piece Tele-funding Integrated emails Online advertising/paid search Home page lightbox Donation form testing Upsell lightbox E-Miles donor acquisition Premium/incentive Segmentation with targeted asks: Join, renew, upgrade Segment versioning for ask string
  • 19.
  • 21.
  • 23. In the mail Current donors •  Mailed appeal – on the response form (organic) •  Mailed appeal – dedicated sustainer ask •  Monthly newsletter bangtail •  Welcome package to new donors
  • 24.
  • 25.
  • 26.
  • 27. Telefunding •  Phones are the #1 offline recruitment channel •  Target audiences •  Get people on the phone as soon as they make a gift; convert right away •  Donors HPC $25-99 with 2+ gifts •  Email in support of the ask
  • 28.
  • 29. 0   50   100   150   200   250   300   350   400   1000   1200   1400   1600   1800   2000   2200   2400   2600   2800   Monthly  Gi3s   New  Monthly  Gi3s   New Monthly Donations
  • 31. 3 Rules of Asking for More Just follow the rules: 1.  Use specific upgrade amount 2.  Process to avoid duplicating monthly gift 3.  Get the data right
  • 32.
  • 34. Retention •  Stewardship •  Acknowledgement & receipts •  Donor benefits •  Talk to sustainers like you know them •  Segment/suppress correctly •  Stop loss •  Keep credit cards current •  Telefunding
  • 36.
  • 37. Stop-loss •  Credit card expiration •  Donor services number easily accessible •  Staff member check for expired cards •  Triggered email series for upcoming expirations •  Website forms •  Mail •  Phone •  Other card issues •  Similar strategies for lost/stolen or reissued cards
  • 40. We want you back •  Re-join attempts •  Triggered email series •  Annual receipt with lapsed member postcard •  Phone calls •  Track re-acquired donors •  Back in the regular communications flow •  Conditionalize content •  Online ads targeted to lapsed sustainers
  • 42.
  • 44. Metrics to Track •  Total revenue by campaign, month and year over year •  Break out monthly from single gifts •  New monthly donors •  Upgraded donors •  Avg. gift amounts •  Avg. duration (months) on file •  Source of gifts
  • 48. Use our calculator when testing •  Ensure your tests have a statistically significant response •  90% confidence indicates a 10% chance the result is not significant; best to be at 95%+ •  http://malwarwick.com/ response-significance- calculator/
  • 49. Monthly Sustainer Revenue Growth Over Time $10,000 $20,000 $30,000 $40,000 $50,000 $60,000 $70,000 $80,000 Dec-10 Jun-11 Dec-11 Jun-12 Dec-12 Jun-13 Dec-13 Jun-14 Dec-14 Jun-15
  • 50. Take-aways for large programs •  Spend as much time on retention and stop-loss as on recruitment •  Ask monthly donors to upgrade •  Integrate monthly asks across channels •  Treat your monthly donors like you know them
  • 51. Take-aways for small programs •  Improve best practices throughout your fundraising •  Create a dedicated monthly giving donation form •  Ensure processes/staff resources are in place •  Keep a long view
  • 53. Wendy Marinaccio Husman Jeanne Horne wendy@donordigital.com jhorne@strength.org (510) 473-0366 (202) 649-4341 www.donordigital.com www.nokidhungry.org @donordigital @nokidhungry @wendymarinaccio We’ll always have Austin, TX… …but you can call us anytime!