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8 Breakthrough Strategies Seminar Indy
- 1. Judy Nash Account Executive 8 Breakthrough Strategies for the Next Decade of Fund Raising: An Executive Briefing
- 7. The Rules Still Apply (It’s all about relationships… not technology)
- 11. 1. Pure Fundraising Tools: Matching Gifts
- 12. 1. Pure Fundraising Tools: Matching Gifts
- 13. 1. Pure Fundraising Tools: Matching Gifts
- 14. 1. Pure Fundraising Tools: Matching Gifts
- 16. 1. Pure Fundraising Tools: Recurring Gifts
- 17. 1. Pure Fundraising Tools: Recurring Gifts
- 18. 1. Pure Fundraising Tools: Recurring Gifts
- 20. 1. Pure Fundraising Tools: Essentials of the Ask
- 21. 1. Pure Fundraising Tools: Essentials of the Ask
- 22. 1. Pure Fundraising Tools: Essentials of the Ask
- 25. 1. Pure Fundraising Tools: For Impact Report
- 26. 1. Pure Fundraising Tools: For Impact Report
- 27. 1. Pure Fundraising Tools: For Impact Report
- 29. 1. Pure Fundraising Tools: Segmentation
- 30. 1. Pure Fundraising Tools: Segmentation
- 31. 1. Pure Fundraising Tools: Segmentation
- 34. 2. Relationship Building: Constituent Relationship Management (CRM)
- 35. 2. Relationship Building: Constituent Relationship Management (CRM)
- 36. 2. Relationship Building: Constituent Relationship Management (CRM)
- 37. 2. Relationship Building: Constituent Relationship Management (CRM)
- 39. 2. Relationship Building: eMail
- 40. 2. Relationship Building: eMail
- 41. 2. Relationship Building: eMail
- 42. 2. Relationship Building: eMail
- 43. 2. Relationship Building: eMail
- 44. 2. Relationship Building: eMail
- 45. Email Key Functions Tracking: bounces, opens, click-throughs Subscription management: automated unsubscribe or opting out link 2. Relationship Building: eMail
- 46. 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
- 48. 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
- 49. 2. Relationship Building: Web 2.0
- 51. Source: The Wall St. Journal , 2006 2. Relationship Building: Web 2.0 – Online Video Use
- 52. 2. Relationship Building: Web 2.0 – Fun Video
- 53. 2. Relationship Building: Web 2.0
- 54. 2. Relationship Building: Web 2.0 – Social Networking
- 55. 1,313 Friends 12,309 Friends 18,047 Friends 25,037 Friends 2. Relationship Building: Web 2.0 – Social Networking
- 56. 2. Relationship Building: Web 2.0 - Widgets
- 57. 2. Relationship Building: Web 2.0 - RSS
- 58. 2. Relationship Building: Web 2.0 - RSS
- 59. 2. Relationship Building: Web 2.0 - RSS
- 60. 2. Relationship Building: Web 2.0 - RSS
- 61. 2. Relationship Building: Web 2.0 - Podcasts
- 62. 2. Relationship Building: Web 2.0 – Message Boards
- 63. 2. Relationship Building: Web 2.0 - Wikipedia
- 64. Peer Fundraising Online 2. Relationship Building: Web 2.0 – Personal Fundraising Pages
- 65. 2. Relationship Building: Web 2.0 – Personal Event Fundraising
- 68. 2. Relationship Building: Moves Management ©
- 69. 2. Relationship Building: Moves Management ©
- 70. 2. Relationship Building: Moves Management ©
- 73. Search for any account in your database 2. Relationship Building: eTap Mobile
- 74. Hotlinks allow you to easily phone, email, or even get a map… 2. Relationship Building: eTap Mobile
- 75. … giving you instant tools for your mobile travels 2. Relationship Building: eTap Mobile
- 76. Store and see pictures, or drill down into a giving summary… 2. Relationship Building: eTap Mobile
- 77. … detailing a donors financial support 2. Relationship Building: eTap Mobile
- 78. Add new contact information from your mobile device and have all the details… 2. Relationship Building: eTap Mobile
- 79. You can even run queries with eTapestry Mobile… 2. Relationship Building: eTap Mobile
- 80. Best of all . . . eTapestry Mobile is no charge with your eTapestry service! 2. Relationship Building: eTap Mobile
- 85. 3. Benchmark Reporting Giving Dynamics Report
- 86. 3. Benchmark Reporting Benchmark Status Report
- 87. 3. Benchmark Reporting Benchmark Comparison Report
- 88. 4. Donor Loyalty Questions How do you know which donors are loyal? Which are accessible? Which feel trapped? Which are at risk?
- 90. 4. Donor Loyalty
- 91. 4. Donor Loyalty
- 92. 4. Donor Loyalty A donor’s loyalty level is indicated on the search screen
- 93. 4. Donor Loyalty - Value/Strategic Fit + - Loyalty + Value Creators Grow Value Sustainers Harvest Value Detractors Replace Value Opportunities Convert
- 94. 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
- 97. 5. Community Building Donor Login
- 98. 5. Community Building Donor Login Keith Davis
- 99. 5. Community Building Donor Login
- 100. 5. Community Building Donor Login
- 105. An Integrated Strategy In Person Meetings Phone Events Blogs Text Messaging Social Networking Sites Your Web Site 6. Web Site Optimization E-Mail Print Other Tools
- 108. 6. Web Site Optimization: Before and After
- 110. 6. Web Site Optimization: Needle in a Needle Stack
- 111. 6. Web Site Optimization: Breakthrough the Clutter
- 112. 6. Web Site Optimization: Keeping it Simple Advanced Email Database Ecommerce Website
- 113. INTEGRATION is the KEY! 6. Web Site Optimization: Next Steps
- 114. 6. 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
- 117. 6. Web Site Optimization: Use eMail & direct mail together
- 118. 6. Web Site Optimization: Coordinate web & phone appeals
- 120. "Do one thing every day that scares you." – Eleanor Roosevelt "We have a strategic plan. It's called doing things." – Herb Kelleher 6. Web Site Optimization
- 121. 6. Web Site Optimization: Oprah & Martha would be proud
- 122. 6. Web Site Optimization: Oprah & Martha would be proud
- 129. Subscriber Services
- 135. 8. Application Program Interface (API): Connect to the World
- 137. 1. Set up a Gmail Account
- 138. 2. Post Pics to Flickr
- 139. 3. Try a Microblog
- 140. 4. Create a Google Alert
- 141. 5. Set Up an RSS
- 142. 6. Share a YouTube Video
- 143. 7. Really Use Your Cell Phone (Send a text or a video)
- 144. 8. Join a Social Network
- 145. 9. Share PowerPoint Slides (Save a tree or two!)
- 146. 10. Play a Video Game
- 147. Thank you! Judy Nash Account Executive [email_address]
Notas do Editor
- And finally, we love to have fun. We want our employees to work hard, but also to have fun at what they do. It translates over to relationships with everyone we work with. Having fun, is one of our guiding principles at eTapestry.
- Our founders, and a number of our staff members, were formerly at Master Software – makers of Fund-Master. Master Software was the leading provider of fundraising software before it was purchased – and shut down – by Blackbaud in 1997. So they had a long history of working with nonprofits and helping them deal with the challenges of software. As a result of the BB purchase, they began to put together a new idea for delivering fundraising software as a “service”, and in 1999 introduced the first web-based application to the market. Today it has become readily adopted as a better way to deliver and manage software and is in use by over 5000 organizations around the world.
- All statistics from 2004 Avg. gifts based on testing by IATS system (processed 1,000 nonprofits’ transactions in 2004) I suspect online gifts tend to be larger because they are usually credit card gifts – it doesn’t hurt the pocket as much as taking money out of a wallet or writing checks – both of which I hate
- All statistics from 2004 Avg. gifts based on testing by IATS system (processed 1,000 nonprofits’ transactions in 2004) I suspect online gifts tend to be larger because they are usually credit card gifts – it doesn’t hurt the pocket as much as taking money out of a wallet or writing checks – both of which I hate
- All statistics from 2004 Avg. gifts based on testing by IATS system (processed 1,000 nonprofits’ transactions in 2004) I suspect online gifts tend to be larger because they are usually credit card gifts – it doesn’t hurt the pocket as much as taking money out of a wallet or writing checks – both of which I hate
- You select the values for ability, giving history, total philanthropic history, relationship with your organization, and timing.
- All statistics from 2004 Avg. gifts based on testing by IATS system (processed 1,000 nonprofits’ transactions in 2004) I suspect online gifts tend to be larger because they are usually credit card gifts – it doesn’t hurt the pocket as much as taking money out of a wallet or writing checks – both of which I hate
- All statistics from 2004 Avg. gifts based on testing by IATS system (processed 1,000 nonprofits’ transactions in 2004) I suspect online gifts tend to be larger because they are usually credit card gifts – it doesn’t hurt the pocket as much as taking money out of a wallet or writing checks – both of which I hate
- Killer Ap
- Additional tools include a spam analyzer to insure high deliverability, as well as a scheduler.
- Detailed delivery reports show you the result of your mailings.
- Including stats on delivery rates, open rates, and detailed click thru tracking.
- Ask who’s using a commercial email provider
- All statistics from 2004 Avg. gifts based on testing by IATS system (processed 1,000 nonprofits’ transactions in 2004) I suspect online gifts tend to be larger because they are usually credit card gifts – it doesn’t hurt the pocket as much as taking money out of a wallet or writing checks – both of which I hate
- Web 1.0 = electronic brochure
- Blackbaud has done this survey for about three years in order to provide a benchmark for the industry. Professionals from about 1,000 nonprofits responded to the survey this year. Questions for audience: This is a rhetorical question – how many of you have a Web site? Of those of you who have a site, who feel they are using it effectively? Who feels they are getting the most out of their site? Who wants to do more? This seems to be consistent with what I’m seeing in the market today. Higher Ed organizations in many ways tend to be a little more sophisticated in regard to the Internet than organizations in other nonprofit verticals The question is, if almost 90% of nonprofits feel the Internet is critical to their success, why don’t they all have an online strategy? What is keeping them from using the Web effectively?
- Blackbaud has done this survey for about three years in order to provide a benchmark for the industry. Professionals from about 1,000 nonprofits responded to the survey this year. Questions for audience: This is a rhetorical question – how many of you have a Web site? Of those of you who have a site, who feel they are using it effectively? Who feels they are getting the most out of their site? Who wants to do more? This seems to be consistent with what I’m seeing in the market today. Higher Ed organizations in many ways tend to be a little more sophisticated in regard to the Internet than organizations in other nonprofit verticals The question is, if almost 90% of nonprofits feel the Internet is critical to their success, why don’t they all have an online strategy? What is keeping them from using the Web effectively?
- All statistics from 2004 Avg. gifts based on testing by IATS system (processed 1,000 nonprofits’ transactions in 2004) I suspect online gifts tend to be larger because they are usually credit card gifts – it doesn’t hurt the pocket as much as taking money out of a wallet or writing checks – both of which I hate
- This is your chance to involve the audience with your questions.
- How would you go about finding the number of lapsed donors and dollar amounts of them? How does your group compare to others? How do we measure success? How does our group compare with others in our peer group?
- What was the average pledge last year? How does that compare with others? What was the average gift? How does that compare?
- How would you do a quarter to quarter comparison? Did your average gift amount go up or down?
- All statistics from 2004 Avg. gifts based on testing by IATS system (processed 1,000 nonprofits’ transactions in 2004) I suspect online gifts tend to be larger because they are usually credit card gifts – it doesn’t hurt the pocket as much as taking money out of a wallet or writing checks – both of which I hate
- All statistics from 2004 Avg. gifts based on testing by IATS system (processed 1,000 nonprofits’ transactions in 2004) I suspect online gifts tend to be larger because they are usually credit card gifts – it doesn’t hurt the pocket as much as taking money out of a wallet or writing checks – both of which I hate
- All statistics from 2004 Avg. gifts based on testing by IATS system (processed 1,000 nonprofits’ transactions in 2004) I suspect online gifts tend to be larger because they are usually credit card gifts – it doesn’t hurt the pocket as much as taking money out of a wallet or writing checks – both of which I hate
- Betsy - Explain what multi channel is and why Martha is good at it.
- The ePhilanthropy toolbox suggests many techniques and tools for online success. Each organization should develop a strategy that is flexible to its current needs while planning for the future. Those seeking to get started are well advised to complete these four basic steps before they begin deploying an expanded ePhilanthropy strategy: 1. Establish an Informative Website – options should be shared for low cost ‘build it yourself’ approaches (i.e. http://www.homestead.com/nonprofits) and for selecting a web vendor to build a website. For most organizations the emphasis should be on building an informative website and not simply on spending a lot for all the ‘bells and whistles’. As their strategy grows and matures so should their website. 2. Collect Email Addresses and communicate with those who opt in – The ePhilanthropy Code of Ethics requires that nonprofit organizations only communicate electronically with those who ‘opt in’ or subscribe to receive such communication, it should also be noted that all such communication is also required to offer the reader the option to ‘opt out’ or unsubscribe to future communication. 3. Offer the option of online giving (encrypted) It should be noted that simply offering the option of online giving will not raise money, but the online architecture and encryption technology to support it must be in place before such a strategy can be deployed. 4. Register with Guidestar.org – As has been pointed out in this presentation registration with Guidestar serves several purposes: It gives the organization the opportunity to ‘tell its story’ using the free services of Guidestar, in a way more complete and reader friendly than the IRS 990. This will improve the information provided by Guidestar to a number of websites that use the database to promote giving to nonprofits (I.e. Fidelity’s Charitable Gift Fund, Networkforgood.org and others) Those nonprofits that submit grant proposals to Foundations are very likely to have their information on Guidestar reviewed by that Foundation, improved information could increase the chance of grant awards.
- Blackbaud has done this survey for about three years in order to provide a benchmark for the industry. Professionals from about 1,000 nonprofits responded to the survey this year. Questions for audience: This is a rhetorical question – how many of you have a Web site? Of those of you who have a site, who feel they are using it effectively? Who feels they are getting the most out of their site? Who wants to do more? This seems to be consistent with what I’m seeing in the market today. Higher Ed organizations in many ways tend to be a little more sophisticated in regard to the Internet than organizations in other nonprofit verticals The question is, if almost 90% of nonprofits feel the Internet is critical to their success, why don’t they all have an online strategy? What is keeping them from using the Web effectively?
- Blackbaud has done this survey for about three years in order to provide a benchmark for the industry. Professionals from about 1,000 nonprofits responded to the survey this year. Questions for audience: This is a rhetorical question – how many of you have a Web site? Of those of you who have a site, who feel they are using it effectively? Who feels they are getting the most out of their site? Who wants to do more? This seems to be consistent with what I’m seeing in the market today. Higher Ed organizations in many ways tend to be a little more sophisticated in regard to the Internet than organizations in other nonprofit verticals The question is, if almost 90% of nonprofits feel the Internet is critical to their success, why don’t they all have an online strategy? What is keeping them from using the Web effectively?
- Your Internet strategy should incorporate everything from your online face (website), to your online communication (email), to your online giving (ecommerce), to the heart of your system – the database. When working with our eTapestry customers on an Internet strategy, we can happily tell them there is good news, and then there is better news. The good news is that we can take any one aspect and help them implement it. The better news is that we can make all the pieces work together in a coordinated, seamless fashion.
- Betsy
- All have less than 1mm budget
- Use E-Mail and Telemarketing Together Reduce number of costly phone calls by encouraging members to give online Members who don’t give online still receive a phone call
- So here are a few tips for success. Visit and sign up for a newsletter with another group like HFHI or Salvation Army
- All statistics from 2004 Avg. gifts based on testing by IATS system (processed 1,000 nonprofits’ transactions in 2004) I suspect online gifts tend to be larger because they are usually credit card gifts – it doesn’t hurt the pocket as much as taking money out of a wallet or writing checks – both of which I hate
- All statistics from 2004 Avg. gifts based on testing by IATS system (processed 1,000 nonprofits’ transactions in 2004) I suspect online gifts tend to be larger because they are usually credit card gifts – it doesn’t hurt the pocket as much as taking money out of a wallet or writing checks – both of which I hate
- All statistics from 2004 Avg. gifts based on testing by IATS system (processed 1,000 nonprofits’ transactions in 2004) I suspect online gifts tend to be larger because they are usually credit card gifts – it doesn’t hurt the pocket as much as taking money out of a wallet or writing checks – both of which I hate