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Housekeeping
Write things down… anything… everything...
Ask lot’s of questions or write them down for later
Email me: brad...
Social fundraising has both project and person based
forms of fundraising.
Project Based
• Purpose is fundraising
• Driven...
Crowdfunding is growing rapidly and driven by social
causes
Mission adoption, storytelling & the chasm
The Chasm
Stories stick and stories spread
• Social Currency
• Triggers
• Emotion
• Public
• Practical Value
• Stories
• Simple
• Un...
Choosing a project & setting a goal
SMART
● Specific
● Measurable
● Attainable
● Relevant
● Time bound
Simple case
● Why c...
There are different story types you can use in your
campaign for different reasons.
Story Types
– Genesis
– Future
– Benef...
Tell your desired future story of what’s possible to
inspire.
Story Types
– Genesis
– Future
– Beneficiary
– Staff
– Donor...
Tell a client story to personalize and move emotionally.
Story Types
– Genesis
– Future
– Beneficiary
– Staff
– Donor/Supp...
Tell the donor/supporter story to show the power in
everyday people and others aren’t in it alone.
Story Types
– Genesis
–...
Choosing a platform
5 Questions
1. Do you need/want the donor information?
2. How much brand control do you want?
3. Do yo...
Control vs. Cost
YOURS
FundRazr
Classy
Artez/Frontstream
Peer Giving
Blackbaud
CauseVox
Kindful
THEIRS
CanadaHelps
Chimp
I...
Advanced tool and platform selection
● Social login
● Social sharing
● Post donation options
● Data export & integrations
...
Adding incentives
Setting up your campaign
● Keep it simple
o Add layers (and links) as needed and as you go
● Use videos and images
● Add s...
Videos, quick starts and audience are all keys to successful
projects/campaigns.
Recruiting supporters
● Regular, loyal and
monthly supporters
● Volunteers and board
members
● Companies and
corporate par...
Supporting your supporters
Help fundraisers get a good start, send an email, tips to get
started
Types and Times to Send Emails
● After sign up
● Received first donation
● Halfway to goal
● Halfway to campaign
● 75% to ...
Thanking & reporting
● Hopefully as you go, definitely at the end
● Treat fundraisers more like major donors
● Give the fi...
Some resources
● recharity.ca
● The Signal and The Noise
● Winning the Story Wars
● Science of Giving
● Liberty In North K...
Social Fundraising -  The Latest Tips, Tools and Tactics in Crowdfunding and Peer-to-Peer Fundraising
Social Fundraising -  The Latest Tips, Tools and Tactics in Crowdfunding and Peer-to-Peer Fundraising
Social Fundraising -  The Latest Tips, Tools and Tactics in Crowdfunding and Peer-to-Peer Fundraising
Social Fundraising -  The Latest Tips, Tools and Tactics in Crowdfunding and Peer-to-Peer Fundraising
Social Fundraising -  The Latest Tips, Tools and Tactics in Crowdfunding and Peer-to-Peer Fundraising
Social Fundraising -  The Latest Tips, Tools and Tactics in Crowdfunding and Peer-to-Peer Fundraising
Social Fundraising -  The Latest Tips, Tools and Tactics in Crowdfunding and Peer-to-Peer Fundraising
Social Fundraising -  The Latest Tips, Tools and Tactics in Crowdfunding and Peer-to-Peer Fundraising
Social Fundraising -  The Latest Tips, Tools and Tactics in Crowdfunding and Peer-to-Peer Fundraising
Social Fundraising -  The Latest Tips, Tools and Tactics in Crowdfunding and Peer-to-Peer Fundraising
Social Fundraising -  The Latest Tips, Tools and Tactics in Crowdfunding and Peer-to-Peer Fundraising
Social Fundraising -  The Latest Tips, Tools and Tactics in Crowdfunding and Peer-to-Peer Fundraising
Social Fundraising -  The Latest Tips, Tools and Tactics in Crowdfunding and Peer-to-Peer Fundraising
Social Fundraising -  The Latest Tips, Tools and Tactics in Crowdfunding and Peer-to-Peer Fundraising
Social Fundraising -  The Latest Tips, Tools and Tactics in Crowdfunding and Peer-to-Peer Fundraising
Social Fundraising -  The Latest Tips, Tools and Tactics in Crowdfunding and Peer-to-Peer Fundraising
Social Fundraising -  The Latest Tips, Tools and Tactics in Crowdfunding and Peer-to-Peer Fundraising
Social Fundraising -  The Latest Tips, Tools and Tactics in Crowdfunding and Peer-to-Peer Fundraising
Social Fundraising -  The Latest Tips, Tools and Tactics in Crowdfunding and Peer-to-Peer Fundraising
Social Fundraising -  The Latest Tips, Tools and Tactics in Crowdfunding and Peer-to-Peer Fundraising
Social Fundraising -  The Latest Tips, Tools and Tactics in Crowdfunding and Peer-to-Peer Fundraising
Social Fundraising -  The Latest Tips, Tools and Tactics in Crowdfunding and Peer-to-Peer Fundraising
Social Fundraising -  The Latest Tips, Tools and Tactics in Crowdfunding and Peer-to-Peer Fundraising
Social Fundraising -  The Latest Tips, Tools and Tactics in Crowdfunding and Peer-to-Peer Fundraising
Social Fundraising -  The Latest Tips, Tools and Tactics in Crowdfunding and Peer-to-Peer Fundraising
Social Fundraising -  The Latest Tips, Tools and Tactics in Crowdfunding and Peer-to-Peer Fundraising
Social Fundraising -  The Latest Tips, Tools and Tactics in Crowdfunding and Peer-to-Peer Fundraising
Social Fundraising -  The Latest Tips, Tools and Tactics in Crowdfunding and Peer-to-Peer Fundraising
Social Fundraising -  The Latest Tips, Tools and Tactics in Crowdfunding and Peer-to-Peer Fundraising
Social Fundraising -  The Latest Tips, Tools and Tactics in Crowdfunding and Peer-to-Peer Fundraising
Social Fundraising -  The Latest Tips, Tools and Tactics in Crowdfunding and Peer-to-Peer Fundraising
Social Fundraising -  The Latest Tips, Tools and Tactics in Crowdfunding and Peer-to-Peer Fundraising
Social Fundraising -  The Latest Tips, Tools and Tactics in Crowdfunding and Peer-to-Peer Fundraising
Social Fundraising -  The Latest Tips, Tools and Tactics in Crowdfunding and Peer-to-Peer Fundraising
Social Fundraising -  The Latest Tips, Tools and Tactics in Crowdfunding and Peer-to-Peer Fundraising
Social Fundraising -  The Latest Tips, Tools and Tactics in Crowdfunding and Peer-to-Peer Fundraising
Social Fundraising -  The Latest Tips, Tools and Tactics in Crowdfunding and Peer-to-Peer Fundraising
Social Fundraising -  The Latest Tips, Tools and Tactics in Crowdfunding and Peer-to-Peer Fundraising
Social Fundraising -  The Latest Tips, Tools and Tactics in Crowdfunding and Peer-to-Peer Fundraising
Social Fundraising -  The Latest Tips, Tools and Tactics in Crowdfunding and Peer-to-Peer Fundraising
Social Fundraising -  The Latest Tips, Tools and Tactics in Crowdfunding and Peer-to-Peer Fundraising
Social Fundraising -  The Latest Tips, Tools and Tactics in Crowdfunding and Peer-to-Peer Fundraising
Social Fundraising -  The Latest Tips, Tools and Tactics in Crowdfunding and Peer-to-Peer Fundraising
Social Fundraising -  The Latest Tips, Tools and Tactics in Crowdfunding and Peer-to-Peer Fundraising
Social Fundraising -  The Latest Tips, Tools and Tactics in Crowdfunding and Peer-to-Peer Fundraising
Social Fundraising -  The Latest Tips, Tools and Tactics in Crowdfunding and Peer-to-Peer Fundraising
Social Fundraising -  The Latest Tips, Tools and Tactics in Crowdfunding and Peer-to-Peer Fundraising
Social Fundraising -  The Latest Tips, Tools and Tactics in Crowdfunding and Peer-to-Peer Fundraising
Social Fundraising -  The Latest Tips, Tools and Tactics in Crowdfunding and Peer-to-Peer Fundraising
Social Fundraising -  The Latest Tips, Tools and Tactics in Crowdfunding and Peer-to-Peer Fundraising
Social Fundraising -  The Latest Tips, Tools and Tactics in Crowdfunding and Peer-to-Peer Fundraising
Social Fundraising -  The Latest Tips, Tools and Tactics in Crowdfunding and Peer-to-Peer Fundraising
Social Fundraising -  The Latest Tips, Tools and Tactics in Crowdfunding and Peer-to-Peer Fundraising
Social Fundraising -  The Latest Tips, Tools and Tactics in Crowdfunding and Peer-to-Peer Fundraising
Social Fundraising -  The Latest Tips, Tools and Tactics in Crowdfunding and Peer-to-Peer Fundraising
Social Fundraising -  The Latest Tips, Tools and Tactics in Crowdfunding and Peer-to-Peer Fundraising
Social Fundraising -  The Latest Tips, Tools and Tactics in Crowdfunding and Peer-to-Peer Fundraising
Social Fundraising -  The Latest Tips, Tools and Tactics in Crowdfunding and Peer-to-Peer Fundraising
Social Fundraising -  The Latest Tips, Tools and Tactics in Crowdfunding and Peer-to-Peer Fundraising
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Social Fundraising - The Latest Tips, Tools and Tactics in Crowdfunding and Peer-to-Peer Fundraising

Social fundraising - encompassing crowdfunding and peer-to-peer fundraising - is a 'new' strategy that is constantly changing. In this presentation, we look at some basics, good 'ol fundraising and some tips, tricks and tools you can use for your own campaigns.

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Social Fundraising - The Latest Tips, Tools and Tactics in Crowdfunding and Peer-to-Peer Fundraising

  1. 1. Housekeeping Write things down… anything… everything... Ask lot’s of questions or write them down for later Email me: brady@shiftcharity.com Tweet me: @bradyjosephson
  2. 2. Social fundraising has both project and person based forms of fundraising. Project Based • Purpose is fundraising • Driven by a person or an organization • Options to choose a project • Think Kiva • Think direct mail Person Based • Purpose is engagement • Driven by a person or group of people • Focusing energy towards one project • Think charity: water • Think online gala
  3. 3. Crowdfunding is growing rapidly and driven by social causes
  4. 4. Mission adoption, storytelling & the chasm The Chasm
  5. 5. Stories stick and stories spread • Social Currency • Triggers • Emotion • Public • Practical Value • Stories • Simple • Unexpectedness • Credibility • Concreteness • Emotion • Stories
  6. 6. Choosing a project & setting a goal SMART ● Specific ● Measurable ● Attainable ● Relevant ● Time bound Simple case ● Why care? ● Why you? ● Why now?
  7. 7. There are different story types you can use in your campaign for different reasons. Story Types – Genesis – Future – Beneficiary – Staff – Donor/Supporter
  8. 8. Tell your desired future story of what’s possible to inspire. Story Types – Genesis – Future – Beneficiary – Staff – Donor/Supporter
  9. 9. Tell a client story to personalize and move emotionally. Story Types – Genesis – Future – Beneficiary – Staff – Donor/Supporter
  10. 10. Tell the donor/supporter story to show the power in everyday people and others aren’t in it alone. Story Types – Genesis – Future – Beneficiary – Staff – Donor/Supporter
  11. 11. Choosing a platform 5 Questions 1. Do you need/want the donor information? 2. How much brand control do you want? 3. Do you want a tool that can access a pool of supporters? 4. Do you want to provide updates during and after the project? 5. How do you prefer to pay for the project?
  12. 12. Control vs. Cost YOURS FundRazr Classy Artez/Frontstream Peer Giving Blackbaud CauseVox Kindful THEIRS CanadaHelps Chimp Indiegogo CrowdRise Kickstarter Fundly
  13. 13. Advanced tool and platform selection ● Social login ● Social sharing ● Post donation options ● Data export & integrations ● Payment security & integrations ● Mobile friendly ● Mobile apps ● Matching ● Perks ● Rewards
  14. 14. Adding incentives
  15. 15. Setting up your campaign ● Keep it simple o Add layers (and links) as needed and as you go ● Use videos and images ● Add social and social tools o Hashtag to use and follow
  16. 16. Videos, quick starts and audience are all keys to successful projects/campaigns.
  17. 17. Recruiting supporters ● Regular, loyal and monthly supporters ● Volunteers and board members ● Companies and corporate partners ● Younger supporters and followers
  18. 18. Supporting your supporters
  19. 19. Help fundraisers get a good start, send an email, tips to get started
  20. 20. Types and Times to Send Emails ● After sign up ● Received first donation ● Halfway to goal ● Halfway to campaign ● 75% to goal ● 100% of goal ● 1 Week left in campaign ● Last day of campaign
  21. 21. Thanking & reporting ● Hopefully as you go, definitely at the end ● Treat fundraisers more like major donors ● Give the final results of the campaign o In ways that are meaningful to supporters ● Close the loop
  22. 22. Some resources ● recharity.ca ● The Signal and The Noise ● Winning the Story Wars ● Science of Giving ● Liberty In North Korea ● charity: water ● Kindful ● classy.org/blog ● hatchforgood.org ● NextAfter ● KISS Metrics ● CoSchedule ● MailChimp ● DonorBox ● Stripe ● sharelinkgenerator.com

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