The document outlines strategies for non-profits to improve fundraising through the use of technology, focusing on tools like recurring donations, donor segmentation, relationship management systems, email marketing, social media, and web site optimization. It discusses how to use these tools to build donor loyalty and community while emphasizing the importance of personal relationships. The document concludes by recommending 10 technology resolutions for non-profits to implement in 2008 to help improve fundraising efforts.

2. Cate Shaffer Account Executive Breakthrough Internet Strategies for the Next Decade of Fund Raising: An Executive Briefing

6. The Rules Still Apply (It’s all about relationships… not technology)

9. 1. Pure Fundraising Tools: Recurring Gifts

10. 1. Pure Fundraising Tools: Recurring Gifts

12. 1. Pure Fundraising Tools: Segmentation

13. 1. Pure Fundraising Tools: Segmentation

14. 1. Pure Fundraising Tools: Segmentation

17. 2. Relationship Building: Constituent Relationship Management (CRM)

18. 2. Relationship Building: Constituent Relationship Management (CRM)

19. 2. Relationship Building: Constituent Relationship Management (CRM)

21. 2. Relationship Building: eMail

22. 2. Relationship Building: eMail

23. 2. Relationship Building: eMail

24. 2. Relationship Building: eMail

25. 2. Relationship Building: eMail

26. 2. Relationship Building: eMail

27. Email Key Functions Tracking: bounces, opens, click-throughs Subscription management: automated unsubscribe or opting out link 2. Relationship Building: eMail

28. Key Functions: Deliverability: Fulltime staff 24/7 monitoring blacklists, spam filtering and ISP standards Horsepower: Up to 300,000 emails per hour via a scheduler Spam analysis tools WYSIWYG editor 2. Relationship Building: eMail

30. Web 1.0 vs. Web 2.0 Web 1.0 refers to first generation Web-based content that was typically one-way static communication. Web 2.0 refers to second generation Web-based services that emphasizes two-way online collaboration and sharing among users. 2. Relationship Building: Web 2.0

32. Source: The Wall St. Journal , 2006 2. Relationship Building: Web 2.0 – Online Video Use

33. 2. Relationship Building: Web 2.0

34. 2. Relationship Building: Web 2.0 – Social Networking

35. 1,313 Friends 12,309 Friends 18,047 Friends 25,037 Friends 2. Relationship Building: Web 2.0 – Social Networking

36. 2. Relationship Building: Web 2.0 - RSS

37. 2. Relationship Building: Web 2.0 - RSS

38. 2. Relationship Building: Web 2.0 - Podcasts

39. 2. Relationship Building: Web 2.0 – Message Boards

40. 2. Relationship Building: Web 2.0 - Wikipedia

41. Peer Fundraising Online 2. Relationship Building: Web 2.0 – Personal Fundraising Pages

42. 2. Relationship Building: Web 2.0 – Personal Event Fundraising

44. 3. Donor Loyalty Questions How do you know which donors are loyal? Which are accessible? Which feel trapped? Which are at risk?

46. 3. Donor Loyalty

47. 3. Donor Loyalty - Value/Strategic Fit + - Loyalty + Value Creators Grow Value Sustainers Harvest Value Detractors Replace Value Opportunities Convert

48. 3. Donor Loyalty A donor’s loyalty level is indicated on the search screen

49. 4. Donor Loyalty 8 donors are at risk Representing $.21 million 27 donors are secure Representing $.86 million 11 donors are trapped Representing $.21 million 16% 16% 0% 67% 57% 2% 17% 23% n = 1 n = 27 n = 11 n = 8 n =55 accounts

52. 4. Community Building Donor Login

53. 5. Community Building Donor Login Keith Davis

54. 4. Community Building Donor Login

55. 4. Community Building Donor Login

60. An Integrated Strategy In Person Meetings Phone Events Blogs Text Messaging Social Networking Sites Your Web Site 5. Web Site Optimization E-Mail Print Other Tools

63. 5. Web Site Optimization: Before and After

65. 6. Web Site Optimization: Needle in a Needle Stack

66. 5. Web Site Optimization: Keeping it Simple Advanced Email Database Ecommerce Website

67. INTEGRATION is the KEY! 5. Web Site Optimization: Next Steps

68. 5. Web Site Optimization: Example Plan Sept Oct Nov. Dec E-Newsletter 9/15 10/15 11/15 12/15 Pre Telemarketing e-mail 9/20 TM campaign starts 10/1 Year end direct mail 11/20 Year End E-Mail hits 1 and 2 12/20 / 12/28

71. 5. Web Site Optimization: Use eMail & direct mail together

72. 5. Web Site Optimization: Coordinate web & phone appeals

74. "Do one thing every day that scares you." – Eleanor Roosevelt "We have a strategic plan. It's called doing things." – Herb Kelleher 5. Web Site Optimization

75. 5. Web Site Optimization: Oprah & Martha would be proud

77. 1. Set up a Gmail Account

78. 2. Post Pics to Flickr

79. 3. Try a Microblog

80. 4. Create a Google Alert

81. 5. Set Up an RSS

82. 6. Share a YouTube Video

83. 7. Really Use Your Cell Phone (Send a text or a video)

84. 8. Join a Social Network

85. 9. Share PowerPoint Slides (Save a tree or two!)

86. 10. Play a Video Game

87. Thank you! Cate Shaffer Account Executive [email_address] (317) 336-3967