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PEER TO PEER
FUNDRAISING.
Tips, tools and tactics.
WELCOME!
@BRADYJOSEPHSON
Strategic Director, Charity Express
Client Success Team Lead, Peer Giving Solutions
Empowering pe...
FIRST, A STORY.
NEW SCHOOL
IS ACTUALLY
THE OLDEST OF
SCHOOLS.
Art director Alexis Persani. Photographer Leo Caillard.
WHAT IS SOCIAL FUNDRAISING?
Connecting people to people
and projects they can fund to
make a tangible difference in
the wo...
WHAT IS SOCIAL FUNDRAISING.
CROWDFUNDING
• Project based
• Purpose is
fundraising
• Driven by a person or
an organization
...
WHAT IS SOCIAL FUNDRAISING.
EVENT BASED
• Sign up at specific
time
• Required goal/amount
• Tied to bigger event,
race, et...
WHY SOCIAL FUNDRAISING?
FOR THEM
• Help the cause
without giving more
• Look good to
networks
• Can be fun, social
and act...
WHY SOCIAL FUNDRAISING.
• Social Currency
• Triggers
• Emotion
• Public
• Practical Value
• Stories
WHY SOCIAL FUNDRAISING.
• Simple
• Unexpectedness
• Credibility
• Concreteness
• Emotion
• Stories
Treat your supporters as
heroes
1
Provide awesome
service & support6
Make it fun for everyone7
Tell great stories (and lot...
TREAT YOUR SUPPORTERS AS
HEROES.
WHAT IS THE ADVENTURE YOU ARE
CALLING YOUR HEROES TO?
• It is bigger than you
and your work and
taps into things like:
– M...
WHAT IS THE SPECIAL GIFT THAT YOU
POSSESS
AND CAN GIVE?
• Is a creative wildcard
that could be a:
– Platform
– Piece of te...
WHAT ARE YOU LIKE AND HOW DO YOU
HELP?
• You have a
personality that helps
and can be:
– Inspiring
– Fun
– Smart
– Encoura...
TREAT YOUR SUPPORTERS AS
HEROES.
• What’s the adventure you’re calling people
to?
• What are you like as the mentor?
• Wha...
TELL GREAT STORIES (AND
LOTS OF THEM).
• Genesis
• Future
• Beneficiary
• Staff
• Confession
• Donor/Supporter
CREATE A GREAT OPPORTUNITY TO
GIVE AND FUNDRAISE.
• SMART
– Specific
– Measurable
– Attainable
– Relevant
– Time bound
• W...
CREATE A GREAT OPPORTUNITY TO
GIVE AND FUNDRAISE.
charity: water
September
• Raise $520 in
September to help 8
people get ...
CREATE A GREAT OPPORTUNITY TO
GIVE AND FUNDRAISE.
Dalit Freedom Network
“For Freedom”
• Do something for
freedom and every...
CREATE A GREAT OPPORTUNITY TO
GIVE AND FUNDRAISE.
Change Heroes
• Raise $10,000 in 3
months to build a
school in Kenya by
...
OH YEAH, YOU HAVE TO ASK
STILL!
CLOSE THE LOOP.
CLOSE THE LOOP.
CLOSE THE LOOP.
DO THE WORK BEFORE YOU
LAUNCH.
• Get commitments and pledges before the
campaign
• Source input and encourage co-creation
...
Art director Alexis Persani. Photographer Leo Caillard.
CHOOSE ONE
METRIC THAT
MATTERS TO
SIMPLIFY AND
FOCUS IN ON
WHAT IS...
GET SOMEONE
ELSE TO SAY
HOW COOL YOU,
THE PROJECT,
IMPACT, ETC IS.
Art director Alexis Persani. Photographer Leo Caillard.
ENCOURAGE AND ACCELERATE
SOCIAL.
Art director Alexis Persani. Photographer Leo Caillard.
DON’T
UNDERESTIMATE
THE BOTTOM LINE
BENEFIT OF GOOD
DESIGN.
ENCOURAGE AND ACCELERATE
SOCIAL.
PROVIDE AWESOME SERVICE
AND SUPPORT.
Proactive
• Nudges with tips, ideas
• Toolkit
• Share their
stories/examples
Reactive...
MAKE IT FUN FOR EVERYONE.
• Fundraisers
– Set up
– Ask
– Update
• Donors
– Give
– Share
– Follow
• Larger Community
– Lear...
SET DONATION
ANCHORS THAT
EQUATE TO
SOMETHING REAL
& TANGIBLE
Art director Alexis Persani. Photographer Leo Caillard.
MAKE IT FUN FOR EVERYONE.
MAKE IT FUN FOR EVERYONE.
MAKE IT FUN FOR EVERYONE.
CHOOSE THE RIGHT TOOL(S).
• Brand and customization
• Storytelling and content
• Interactivity and social
• Costs and reso...
TOOLS DON’T
RAISE MONEY,
PEOPLE DO.
Art director Alexis Persani. Photographer Leo Caillard.
Art director Alexis Persani. Photographer Leo Caillard.
VALUE THE
SUPPORTER
EXPERIENCE
BEFORE YOUR
OWN.
BRAND AND CUSTOMIZATION.
• How much do you actually need?
– What is this not accomplishing?
• Understand the costs/drawbac...
STORYTELLING AND CONTENT.
• How easy is it to use videos?
– Link from YouTube, Vimeo, etc., embed,
upload?
• How much do y...
INTERACTIVITY AND SOCIAL.
• Can people interact with you and others
easily?
• Can you interact with others easily?
• Is sh...
COSTS AND RESOURCES.
• What are the hidden costs?
– Mainly time
• What costs does this save?
– I.E. automated tax receipts...
Art director Alexis Persani. Photographer Leo Caillard.
DON’T BE AFRAID
OF TRANSACTION
COSTS, YOU ONLY
PAY IF YOU
SUCCEED.
CHARITY FOCUS AND
FRIENDLY?
• Can they issue tax receipts? Are they from
you or another entity?
• Do you have access to do...
THE MORE
THINGS YOU ASK
A TOOL TO DO,
THE WORSE IT
GETS IN ALL
AREAS.
Art director Alexis Persani. Photographer Leo Cailla...
5 CANDIAN TOOLS.
Tool Brand Story Social Costs Charity
?
Overall
FundRazr ★ ★★ ★★★ ★★ ★ 1.8
Chimp ★ ★ ★★★ ★★★ ★★ 2
Giveffe...
FUNDRAZR.
FUNDRAZR.
FUNDRAZR.
Good
• Free/easy to set up
• Mobile
• Social integrations
• Charity adaptibility
Bad
• 5% plus CC
• Lack of bran...
CHIMP.
CHIMP.
CHIMP.
Good
• Easy to use
• 1% plus CC
• Free & easy set up
• Tax receipts
• Donation widget
• Charity registration
option...
GIVEFFECT.
GIVEFFECT.
GIVEFFECT.
Good
• Easy to use
• 1% plus CC
• Tax receipts (not
yours)
• Interactive with simple
updates
• Charity focused
...
PEER GIVING.
PEER GIVING.
PEER GIVING.
PEER GIVING.
Good
• Brand
• Storytelling
• Full website
• Tax receipts
• Interactive with blog
updates and comments
• Inte...
ARTEZ.
ARTEZ.
ARTEZ.
ARTEZ.
Good
• Brand
• Customization options
• Event management
built in
• Mobile and multi-
channel
Bad
• Customization op...
OTHER TOOLS.
• Blackbaud - Friends Asking Friends
• Indiegogo
• Kickstarter
• Canada Helps
Do the work before you launch
Provide awesome service and support
Make it fun for everyone
Tell great stories (and lots of...
FREE TOOLKIT.
@BRADYJOSEPHSON
Strategic Director, Charity Express
Client Success Team Lead, Peer Giving Solutions
brady@charityexpress.c...
Peer to Peer Fundraising - Tips, Tools and Tactics - CCCC Conference
Peer to Peer Fundraising - Tips, Tools and Tactics - CCCC Conference
Peer to Peer Fundraising - Tips, Tools and Tactics - CCCC Conference
Peer to Peer Fundraising - Tips, Tools and Tactics - CCCC Conference
Peer to Peer Fundraising - Tips, Tools and Tactics - CCCC Conference
Peer to Peer Fundraising - Tips, Tools and Tactics - CCCC Conference
Peer to Peer Fundraising - Tips, Tools and Tactics - CCCC Conference
Peer to Peer Fundraising - Tips, Tools and Tactics - CCCC Conference
Peer to Peer Fundraising - Tips, Tools and Tactics - CCCC Conference
Peer to Peer Fundraising - Tips, Tools and Tactics - CCCC Conference
Peer to Peer Fundraising - Tips, Tools and Tactics - CCCC Conference
Peer to Peer Fundraising - Tips, Tools and Tactics - CCCC Conference
Peer to Peer Fundraising - Tips, Tools and Tactics - CCCC Conference
Peer to Peer Fundraising - Tips, Tools and Tactics - CCCC Conference
Peer to Peer Fundraising - Tips, Tools and Tactics - CCCC Conference
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Peer to Peer Fundraising - Tips, Tools and Tactics - CCCC Conference

What is social fundraising, crowdfunding and peer to peer fundraising? Why should nonprofits care? Plus some tips, tools and tactics your organization can implement.

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Peer to Peer Fundraising - Tips, Tools and Tactics - CCCC Conference

  1. 1. PEER TO PEER FUNDRAISING. Tips, tools and tactics.
  2. 2. WELCOME! @BRADYJOSEPHSON Strategic Director, Charity Express Client Success Team Lead, Peer Giving Solutions Empowering people to act on the human spirit of charity.
  3. 3. FIRST, A STORY.
  4. 4. NEW SCHOOL IS ACTUALLY THE OLDEST OF SCHOOLS. Art director Alexis Persani. Photographer Leo Caillard.
  5. 5. WHAT IS SOCIAL FUNDRAISING? Connecting people to people and projects they can fund to make a tangible difference in the world
  6. 6. WHAT IS SOCIAL FUNDRAISING. CROWDFUNDING • Project based • Purpose is fundraising • Driven by a person or an organization • Options to choose a project • Think Kiva PEER TO PEER • Person based • Purpose is engagement • Driven by a person or group of people • Focusing energy towards one project • Think charity: water
  7. 7. WHAT IS SOCIAL FUNDRAISING. EVENT BASED • Sign up at specific time • Required goal/amount • Tied to bigger event, race, etc. • Think Ride to Conquer Cancer THIRD PARTY • Sign up whenever • Set own goal amount • Doesn't’t have to be tied to bigger event • Think dinner party with donations
  8. 8. WHY SOCIAL FUNDRAISING? FOR THEM • Help the cause without giving more • Look good to networks • Can be fun, social and active • Feel good and special FOR YOU • Engagement with supporters • Acquire new donors in new networks • Reach new people with your story • Cheap
  9. 9. WHY SOCIAL FUNDRAISING. • Social Currency • Triggers • Emotion • Public • Practical Value • Stories
  10. 10. WHY SOCIAL FUNDRAISING. • Simple • Unexpectedness • Credibility • Concreteness • Emotion • Stories
  11. 11. Treat your supporters as heroes 1 Provide awesome service & support6 Make it fun for everyone7 Tell great stories (and lots of them) 2 Create a great opportunity to give and fundraise 3 Do the work before you launch 4 Encourage and accelerate the social 5 Choose the right tool (for them first) 8 HOW SOCIAL FUNDRAISING? 8 MUSTS FOR SOCIAL FUNDRAISING.
  12. 12. TREAT YOUR SUPPORTERS AS HEROES.
  13. 13. WHAT IS THE ADVENTURE YOU ARE CALLING YOUR HEROES TO? • It is bigger than you and your work and taps into things like: – Meaning – Purpose – Community – Connection
  14. 14. WHAT IS THE SPECIAL GIFT THAT YOU POSSESS AND CAN GIVE? • Is a creative wildcard that could be a: – Platform – Piece of technology – Tool kit they can build off – Financial match – Other incentive
  15. 15. WHAT ARE YOU LIKE AND HOW DO YOU HELP? • You have a personality that helps and can be: – Inspiring – Fun – Smart – Encouraging – Rebelious
  16. 16. TREAT YOUR SUPPORTERS AS HEROES. • What’s the adventure you’re calling people to? • What are you like as the mentor? • What special gift do you possess for heroes to use and benefit from?
  17. 17. TELL GREAT STORIES (AND LOTS OF THEM). • Genesis • Future • Beneficiary • Staff • Confession • Donor/Supporter
  18. 18. CREATE A GREAT OPPORTUNITY TO GIVE AND FUNDRAISE. • SMART – Specific – Measurable – Attainable – Relevant – Time bound • What do people do, for how long, so that and how?
  19. 19. CREATE A GREAT OPPORTUNITY TO GIVE AND FUNDRAISE. charity: water September • Raise $520 in September to help 8 people get clean water by starting a campaign on my.charitywater.org
  20. 20. CREATE A GREAT OPPORTUNITY TO GIVE AND FUNDRAISE. Dalit Freedom Network “For Freedom” • Do something for freedom and every $150 you raise before May 31 will be matched to provide education for a Dalit child for another year.
  21. 21. CREATE A GREAT OPPORTUNITY TO GIVE AND FUNDRAISE. Change Heroes • Raise $10,000 in 3 months to build a school in Kenya by asking 33 friends to give $3.33/day for 99 days
  22. 22. OH YEAH, YOU HAVE TO ASK STILL!
  23. 23. CLOSE THE LOOP.
  24. 24. CLOSE THE LOOP.
  25. 25. CLOSE THE LOOP.
  26. 26. DO THE WORK BEFORE YOU LAUNCH. • Get commitments and pledges before the campaign • Source input and encourage co-creation from “champions” • Use communication schedule • Set clear goals • Plan for success, be ready for failure – Scenario planning
  27. 27. Art director Alexis Persani. Photographer Leo Caillard. CHOOSE ONE METRIC THAT MATTERS TO SIMPLIFY AND FOCUS IN ON WHAT IS MOST IMPORTANT.
  28. 28. GET SOMEONE ELSE TO SAY HOW COOL YOU, THE PROJECT, IMPACT, ETC IS. Art director Alexis Persani. Photographer Leo Caillard.
  29. 29. ENCOURAGE AND ACCELERATE SOCIAL.
  30. 30. Art director Alexis Persani. Photographer Leo Caillard. DON’T UNDERESTIMATE THE BOTTOM LINE BENEFIT OF GOOD DESIGN.
  31. 31. ENCOURAGE AND ACCELERATE SOCIAL.
  32. 32. PROVIDE AWESOME SERVICE AND SUPPORT. Proactive • Nudges with tips, ideas • Toolkit • Share their stories/examples Reactive • Dedicated contact • Thank, thank, thank • Encourage Common Link • Community Management 200 Visit 20 Sign Up 10 Set Up 5 Do 2 Succeed 1 Superstar
  33. 33. MAKE IT FUN FOR EVERYONE. • Fundraisers – Set up – Ask – Update • Donors – Give – Share – Follow • Larger Community – Learn – Share
  34. 34. SET DONATION ANCHORS THAT EQUATE TO SOMETHING REAL & TANGIBLE Art director Alexis Persani. Photographer Leo Caillard.
  35. 35. MAKE IT FUN FOR EVERYONE.
  36. 36. MAKE IT FUN FOR EVERYONE.
  37. 37. MAKE IT FUN FOR EVERYONE.
  38. 38. CHOOSE THE RIGHT TOOL(S). • Brand and customization • Storytelling and content • Interactivity and social • Costs and resources • Charity focus and friendly
  39. 39. TOOLS DON’T RAISE MONEY, PEOPLE DO. Art director Alexis Persani. Photographer Leo Caillard.
  40. 40. Art director Alexis Persani. Photographer Leo Caillard. VALUE THE SUPPORTER EXPERIENCE BEFORE YOUR OWN.
  41. 41. BRAND AND CUSTOMIZATION. • How much do you actually need? – What is this not accomplishing? • Understand the costs/drawbacks of custom work • Brand is about experience before colours, logos and fonts • Wait until someone asks for a feature before you customize
  42. 42. STORYTELLING AND CONTENT. • How easy is it to use videos? – Link from YouTube, Vimeo, etc., embed, upload? • How much do you want to storytell and provide updates in your campaign? • Can you provide content, stories and updates regularly? • How dynamic are the content zones?
  43. 43. INTERACTIVITY AND SOCIAL. • Can people interact with you and others easily? • Can you interact with others easily? • Is sharing available, intentional, integrated? • Are there sharing nudges within the product?
  44. 44. COSTS AND RESOURCES. • What are the hidden costs? – Mainly time • What costs does this save? – I.E. automated tax receipts and administrative costs • One time, ongoing and transaction cost structure? • How can this fit into your current processes?
  45. 45. Art director Alexis Persani. Photographer Leo Caillard. DON’T BE AFRAID OF TRANSACTION COSTS, YOU ONLY PAY IF YOU SUCCEED.
  46. 46. CHARITY FOCUS AND FRIENDLY? • Can they issue tax receipts? Are they from you or another entity? • Do you have access to donor information? – Is it easy? • Is the tool built for charity or adaptable for charity?
  47. 47. THE MORE THINGS YOU ASK A TOOL TO DO, THE WORSE IT GETS IN ALL AREAS. Art director Alexis Persani. Photographer Leo Caillard.
  48. 48. 5 CANDIAN TOOLS. Tool Brand Story Social Costs Charity ? Overall FundRazr ★ ★★ ★★★ ★★ ★ 1.8 Chimp ★ ★ ★★★ ★★★ ★★ 2 Giveffect ★ ★★ ★★ ★★ ★★ 1.8 Peer Giving ★★ ★★★ ★★ ★ ★★★ 2.4 Artez ★★★ ★★ ★ ★ ★★★ 2
  49. 49. FUNDRAZR.
  50. 50. FUNDRAZR.
  51. 51. FUNDRAZR. Good • Free/easy to set up • Mobile • Social integrations • Charity adaptibility Bad • 5% plus CC • Lack of brand • Not created for charities
  52. 52. CHIMP.
  53. 53. CHIMP.
  54. 54. CHIMP. Good • Easy to use • 1% plus CC • Free & easy set up • Tax receipts • Donation widget • Charity registration optional Bad • Lack of brand • Donor information • Customization
  55. 55. GIVEFFECT.
  56. 56. GIVEFFECT.
  57. 57. GIVEFFECT. Good • Easy to use • 1% plus CC • Tax receipts (not yours) • Interactive with simple updates • Charity focused Bad • Limited branding • Only charities that sign up with them can receive funds
  58. 58. PEER GIVING.
  59. 59. PEER GIVING.
  60. 60. PEER GIVING.
  61. 61. PEER GIVING. Good • Brand • Storytelling • Full website • Tax receipts • Interactive with blog updates and comments • International receipting and processing options Bad • 4% plus CC • Full website • Set up resources • Template sites
  62. 62. ARTEZ.
  63. 63. ARTEZ.
  64. 64. ARTEZ.
  65. 65. ARTEZ. Good • Brand • Customization options • Event management built in • Mobile and multi- channel Bad • Customization options • Set up resources • Not inherently interactive
  66. 66. OTHER TOOLS. • Blackbaud - Friends Asking Friends • Indiegogo • Kickstarter • Canada Helps
  67. 67. Do the work before you launch Provide awesome service and support Make it fun for everyone Tell great stories (and lots of them) Create a great opportunity to give and fundraise Encourage and accelerate the social Treat your supporters as heroes Choose the right tool ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ HOW SOCIAL FUNDRAISING?
  68. 68. FREE TOOLKIT.
  69. 69. @BRADYJOSEPHSON Strategic Director, Charity Express Client Success Team Lead, Peer Giving Solutions brady@charityexpress.com THANK YOU! Empowering people to act on the human spirit of charity.

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