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Let’s Make a 6 Month
Fundraising Plan!
@sarahmworthy | sarah@worthytech.com | +SarahWorthy
15+ years helping people get things
done on the Internet
Create Your 6-Month Editorial Calendar
Getting Context Right for Each Donor Segment
Write Down Your Fundraising Goals
4
Q&A and Bonus Round (time permitting)
@sarahmworthy | sarah@worthytech.com
Here’s What We're Going to Do Today
We’re going to do some
hard work this morning…
Strategy = Plan
Content = Stories
GOALS
Write down SMART goals for what you want to accomplish with your
fundraising campaign.
How Can Content Grow Your Constituency?
TASKS
Write down the different types of activities that you believe need to be
done in order to reach your Goals.
RESOURCES
Write down the resources you need to implement your Tasks (money,
hours of a person’s time, materials, education/training to fill skills gaps)
EVALUATION
Write down specific milestones or dates for when you will stop and
evaluate your progress. What metrics do you need to be collecting?
Let’s Begin.
Step 1: Write Down Your
Fundraising Goals
Group Exercise - Write Down Your Top Goals
Goal #1
______________________________
Goal #2
______________________________
Goal #3
______________________________
Tactic
what tactics will you use ?
Tactic
what tactics will you use ?
Tactic
what tactics will you use ?
Event Marketing
Strategy
[High Level] Strategic Planning
Content Marketing
Strategy
Member Retention
Marketing Strategy
Top 1 or 2
Goals for
your .Org’s
website.
http://www.slideshare.net/sarahmworthy/presentations
[High Level] Strategic Planning
You CAN please
everybody all the time…
But only if you Segment
your Audience.
Step 2: Getting Context Right
Two Parts to Your
Content:
#1) What you’re
willing to give
#2) What you’re
asking for in return
Two Parts to Your
Content:
#1) What you’re
willing to give
#2) What you’re
asking for in return
Basically, this is
just your
promise.
Two Parts to Your
Content:
#1) What you’re
willing to give
#2) What you’re
asking for in return
This is your Ask
or Call to
Action
Two Parts to Your
Content:
#1) What you’re
willing to give
#2) What you’re
asking for in return
Use core
emotional
drivers to
personalize
your promise.
18
From the research report “Money for Good” by Hope Consulting
6 Behavioral Segments
Social Motivations
Material Motivations
Ideological
Motivations
Giving is Emotional
20
From the research report “Money for Good” by Hope Consulting
3 Emotional Motivators
Materia
l
Social Social
Idealogic
al
Materia
l
Idealogic
al
21
From the research report “Money for Good” by Hope Consulting
Segmentation and Content Development
Repayers
(material)
Personal Ties
(social)
See the Difference
(idealogical)
• demonstrate
impact of your
.Org’s mission
• provide ways to
elevate their sense
of
importance/value
• Provide
professional
benefits/solutions
• Share personal
stories from your
.Org
• Provide ways to
invite/include
friends and family
• Share leadership
tools/tips
• show how 1 gift
makes a big
difference
• Share interesting
research and
articles about their
beliefs and values
• validate their
idealogical beliefs
Interests, Problems, Needs by Segment
Two Parts to Your
Content:
#1) What you’re
willing to give
#2) What you’re
asking for in return
Use
Relationships
to personalize
your Ask or
Call to Action
Your .Org
Members
Donors
Major Donors
Corporate
Grants
Sponsors
Partners
Volunteers
Service Providers
Board
Staff
Infinite Relational Segments
Segment’s Help Prioritize
26From the research report “Money for Good” by Hope Consulting
Segment Role Channel(s)
Emotional
Driver(s)
Rank (1-6)
Repayers
major
donor
gala,phone,email material 1
Casual Givers
individual
donor
website,events material 6
High Impact volunteer email,facebook idealogical 4
Faith Based staff email,facebook social 5
See the
Difference, Staff
Board website,events idealogical 2
Personal Ties,
Volunteers
staff email,facebook social 3
1 = most important,
6 = least important
Prioritize and Pick Most Important Segments
Top 3
Behavior
Segment
Relationship
Segment
Channel(s) Core Motivator(s)
#1
#2
#3
Write Down Your Top 3 Donor Segments
Name Segment(s) Channel Profile(s)
Amount
Donated
Recency/F
requency
Pick 3 Example Members/Donors
Researching Your
Audience Interests,
Problems, and Needs
Bonus: Persona Research
Demonstration
31
https://www.linkedin.com/in/styler1010
Look for common themes among popular
conversations and common people/Brands.
Influencer Source List
Source Name URL Segment Appeal Theme/Topic
Netsquared http://twitter.com/netsquared social nonprofit tech
ESCHouston http://eschouston.org material npo leadership
Example Non-
Profit Annual
Budget
10% - Marketing
20% - Admins/Operations Expenses
70% - Programs
RESOURCES AND BUDGET REQUIREMENTS
Proposed Budget for Content Marketing
Content Type/Medium Activity Costs Hours Addl notes
Blog Post research, write $25 4 expenses like
Email Newsletter curate and design $15 3 meals, graphics
software, etc.
Step 3: Creating
Your Editorial
Calendar
37
From the research report “Money for Good” by Hope Consulting
38
From the research report “Money for Good” by Hope Consulting
Goal: Get 5 new volunteers for this year’s big conference
Hero/story: Mary, this month’s volunteer who referred two new
volunteers and 5 new donors last month
Segment: social volunteers | personal ties
Resources: photos of Mary, time to interview Mary and friends
and write a blog post (est 8-10 hours), volunteer intake
form/process
Milestones: Interview/Research Mary’s story, Write Mary’s story,
distribute Mary’s story to current volunteers with call to volunteer,
measure volunteer forms and track volunteer signups.
Core Driver: social, do community work with friends and family
Results: success or failure? if you didn’t reach the goal, why not?
did you not have the resources you needed? did you not get the
level of engagement you expected?
Consistency is Key
Weekly
Monthly
Daily
Site Traffic
Facebook Likes
Blogger Referrals
Same Story, Different Ways to
Read It.
Goal:
Hero/story:
Segment:
Resources:
Milestones:
Core Driver:
Your
Need
Who?
(Segment)
Core Driver
Content
Delivery
Method
How do they complete
the goal?
Content
Gap?
Increase
donation
s
Repayer
Impact of
mission
email
newsletter
donate on website
donation
page
fill
volunteer
positions
Personal Ties
have fun with
friends
email, social
media
register for an event
event
page
increase
donation
s
See the
Difference
impact story
of 1 individual
blog donate on website blog post
attract
new
donors
Personal Ties
fundraise
from
friends&famil
y
social media,
email
peer fundraising
contest/site
peer site
design
Frequency:
Social Media
Posts Per
Day
Event Per
Month
Email
Newsletter
Per Week
Blog Posts
Per Month
1 32 1
Your
Need
Who?
(Segment)
Core Driver
Content
Delivery
Method
How do they
complete the goal?
Content
Gap?
Frequency:
Social Media and PR/Public Speaking
Corporate Sponsorship Fundraising
Monthly Friday Morning Breakfasts
Thought Leadership and Educational Blogs
Weekly Nurturing & DB Emails
JUL
GOALS
Volunteers and Volunteer Prospects
Major Donors & Corporate Sponsors
Repayers who’ve given at least one cash gift
[High-Level] Planning for 6 Months
JUN AUG SEP OCT NOV DEC
EVENTS
AUDIENCE &
SEGMENTS
ONGOING
AVERAGE / MONTH
•2 emails
•2 blog posts
•1 live event
•90 social shares
Event
Volunteer Drive Christmas
Event
6-Month Countdown to Christmas - Fundraising Goal is $250,000!
Fill Volunteer Positions Story Series - monthly volunteer showcase
Corporate Major Gifts- year end tax savings
Create Peer Site Staff Training
Announce Drive
Announce
DriveTHEMES
Fireworks and
Cause
Summer’s
Ending
Apple a Day
HealthFair
Oktoberfest
Pumpkins
Thanksgiving
Football
Last Chance to
Give!
Event
Measure Monthly Event Staff HolidayVolunteer Event
Final Push
Another thing
JUL
Goals:
[High-Level] Planning for 6 Months
JUN AUG SEP OCT NOV DEC
EVENTS
AUDIENCE &
SEGMENTS
ONGOING
THEMES
EDITORIAL CALENDAR AND TASKS
http://bit.ly/editorial-template
Step 4:
Experiment
Examples, Tips, Tricks, Questions (Answers)
bit.ly/eschipul-storytelling
Visualize Their Impact
Reasons to Volunteer
Depelchin.org
<- Goal =
Increase New
Memberships
Goal ->
Increase membership
renewals
ThinkLA.org
Goal ->
Automate content cmhouston.org
CMHouston.org
<- Goal =
increase email
sign-ups
Goal ->
Decrease the number
of phone calls about
Integrate Events/Face time with online
messages for max impact
• launch volunteer drive party - thank last year’s
volunteers with a pool party/cinco de mayo is good for
those who time warp, ask your volunteers how they’d
like to be thanked
• ask them at the party to volunteer again - give them
insight into this upcoming drive to fundraise, get them
ramped up - let’s try something fun (get a silly physical
game for them)
• ask them to tell their friends and family to volunteer,
give them discounts for their F&F as a thanks, don’t ask
them to give you money if they’re giving you time (right
now - that can come later on, kk?)
Local Houston Resources
www.eschouston.org
www.netsquared.org
www.meetup.com/NET2Houston+FABdigitalmarketing
http://amahouston.net/
Additional Resources
www.nten.org
www.idealware.org
www.aspirationtech.org
www.bethkanter.org
Questions?
Download The Slide Deck:
http://www.slideshare.net/sarahmworthy
Thank You!
Presented by
Sarah M. Worthy
@sarahmworthy | sarah@worthytech.com

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Develop a 6 month Countdown to Christmas NonProfit Fundraising Content Strategy

  • 1. Let’s Make a 6 Month Fundraising Plan!
  • 2. @sarahmworthy | sarah@worthytech.com | +SarahWorthy 15+ years helping people get things done on the Internet
  • 3. Create Your 6-Month Editorial Calendar Getting Context Right for Each Donor Segment Write Down Your Fundraising Goals 4 Q&A and Bonus Round (time permitting) @sarahmworthy | sarah@worthytech.com Here’s What We're Going to Do Today
  • 4. We’re going to do some hard work this morning…
  • 7. GOALS Write down SMART goals for what you want to accomplish with your fundraising campaign. How Can Content Grow Your Constituency? TASKS Write down the different types of activities that you believe need to be done in order to reach your Goals. RESOURCES Write down the resources you need to implement your Tasks (money, hours of a person’s time, materials, education/training to fill skills gaps) EVALUATION Write down specific milestones or dates for when you will stop and evaluate your progress. What metrics do you need to be collecting?
  • 8. Let’s Begin. Step 1: Write Down Your Fundraising Goals
  • 9. Group Exercise - Write Down Your Top Goals Goal #1 ______________________________ Goal #2 ______________________________ Goal #3 ______________________________
  • 10. Tactic what tactics will you use ? Tactic what tactics will you use ? Tactic what tactics will you use ? Event Marketing Strategy [High Level] Strategic Planning Content Marketing Strategy Member Retention Marketing Strategy Top 1 or 2 Goals for your .Org’s website. http://www.slideshare.net/sarahmworthy/presentations
  • 12. You CAN please everybody all the time… But only if you Segment your Audience. Step 2: Getting Context Right
  • 13. Two Parts to Your Content: #1) What you’re willing to give #2) What you’re asking for in return
  • 14. Two Parts to Your Content: #1) What you’re willing to give #2) What you’re asking for in return Basically, this is just your promise.
  • 15. Two Parts to Your Content: #1) What you’re willing to give #2) What you’re asking for in return This is your Ask or Call to Action
  • 16. Two Parts to Your Content: #1) What you’re willing to give #2) What you’re asking for in return Use core emotional drivers to personalize your promise.
  • 17. 18 From the research report “Money for Good” by Hope Consulting 6 Behavioral Segments
  • 19. 20 From the research report “Money for Good” by Hope Consulting 3 Emotional Motivators Materia l Social Social Idealogic al Materia l Idealogic al
  • 20. 21 From the research report “Money for Good” by Hope Consulting
  • 21. Segmentation and Content Development Repayers (material) Personal Ties (social) See the Difference (idealogical) • demonstrate impact of your .Org’s mission • provide ways to elevate their sense of importance/value • Provide professional benefits/solutions • Share personal stories from your .Org • Provide ways to invite/include friends and family • Share leadership tools/tips • show how 1 gift makes a big difference • Share interesting research and articles about their beliefs and values • validate their idealogical beliefs
  • 23. Two Parts to Your Content: #1) What you’re willing to give #2) What you’re asking for in return Use Relationships to personalize your Ask or Call to Action
  • 25. Segment’s Help Prioritize 26From the research report “Money for Good” by Hope Consulting
  • 26. Segment Role Channel(s) Emotional Driver(s) Rank (1-6) Repayers major donor gala,phone,email material 1 Casual Givers individual donor website,events material 6 High Impact volunteer email,facebook idealogical 4 Faith Based staff email,facebook social 5 See the Difference, Staff Board website,events idealogical 2 Personal Ties, Volunteers staff email,facebook social 3 1 = most important, 6 = least important Prioritize and Pick Most Important Segments
  • 27. Top 3 Behavior Segment Relationship Segment Channel(s) Core Motivator(s) #1 #2 #3 Write Down Your Top 3 Donor Segments
  • 28. Name Segment(s) Channel Profile(s) Amount Donated Recency/F requency Pick 3 Example Members/Donors
  • 29. Researching Your Audience Interests, Problems, and Needs Bonus: Persona Research Demonstration
  • 31. Look for common themes among popular conversations and common people/Brands.
  • 32. Influencer Source List Source Name URL Segment Appeal Theme/Topic Netsquared http://twitter.com/netsquared social nonprofit tech ESCHouston http://eschouston.org material npo leadership
  • 33. Example Non- Profit Annual Budget 10% - Marketing 20% - Admins/Operations Expenses 70% - Programs RESOURCES AND BUDGET REQUIREMENTS
  • 34. Proposed Budget for Content Marketing Content Type/Medium Activity Costs Hours Addl notes Blog Post research, write $25 4 expenses like Email Newsletter curate and design $15 3 meals, graphics software, etc.
  • 35. Step 3: Creating Your Editorial Calendar
  • 36. 37 From the research report “Money for Good” by Hope Consulting
  • 37. 38 From the research report “Money for Good” by Hope Consulting
  • 38. Goal: Get 5 new volunteers for this year’s big conference Hero/story: Mary, this month’s volunteer who referred two new volunteers and 5 new donors last month Segment: social volunteers | personal ties Resources: photos of Mary, time to interview Mary and friends and write a blog post (est 8-10 hours), volunteer intake form/process Milestones: Interview/Research Mary’s story, Write Mary’s story, distribute Mary’s story to current volunteers with call to volunteer, measure volunteer forms and track volunteer signups. Core Driver: social, do community work with friends and family Results: success or failure? if you didn’t reach the goal, why not? did you not have the resources you needed? did you not get the level of engagement you expected?
  • 40. Site Traffic Facebook Likes Blogger Referrals Same Story, Different Ways to Read It.
  • 42. Your Need Who? (Segment) Core Driver Content Delivery Method How do they complete the goal? Content Gap? Increase donation s Repayer Impact of mission email newsletter donate on website donation page fill volunteer positions Personal Ties have fun with friends email, social media register for an event event page increase donation s See the Difference impact story of 1 individual blog donate on website blog post attract new donors Personal Ties fundraise from friends&famil y social media, email peer fundraising contest/site peer site design Frequency: Social Media Posts Per Day Event Per Month Email Newsletter Per Week Blog Posts Per Month 1 32 1
  • 43. Your Need Who? (Segment) Core Driver Content Delivery Method How do they complete the goal? Content Gap? Frequency:
  • 44. Social Media and PR/Public Speaking Corporate Sponsorship Fundraising Monthly Friday Morning Breakfasts Thought Leadership and Educational Blogs Weekly Nurturing & DB Emails JUL GOALS Volunteers and Volunteer Prospects Major Donors & Corporate Sponsors Repayers who’ve given at least one cash gift [High-Level] Planning for 6 Months JUN AUG SEP OCT NOV DEC EVENTS AUDIENCE & SEGMENTS ONGOING AVERAGE / MONTH •2 emails •2 blog posts •1 live event •90 social shares Event Volunteer Drive Christmas Event 6-Month Countdown to Christmas - Fundraising Goal is $250,000! Fill Volunteer Positions Story Series - monthly volunteer showcase Corporate Major Gifts- year end tax savings Create Peer Site Staff Training Announce Drive Announce DriveTHEMES Fireworks and Cause Summer’s Ending Apple a Day HealthFair Oktoberfest Pumpkins Thanksgiving Football Last Chance to Give! Event Measure Monthly Event Staff HolidayVolunteer Event Final Push Another thing
  • 45. JUL Goals: [High-Level] Planning for 6 Months JUN AUG SEP OCT NOV DEC EVENTS AUDIENCE & SEGMENTS ONGOING THEMES
  • 46. EDITORIAL CALENDAR AND TASKS http://bit.ly/editorial-template
  • 47. Step 4: Experiment Examples, Tips, Tricks, Questions (Answers)
  • 51. <- Goal = Increase New Memberships Goal -> Increase membership renewals ThinkLA.org
  • 52. Goal -> Automate content cmhouston.org
  • 53. CMHouston.org <- Goal = increase email sign-ups Goal -> Decrease the number of phone calls about
  • 54. Integrate Events/Face time with online messages for max impact • launch volunteer drive party - thank last year’s volunteers with a pool party/cinco de mayo is good for those who time warp, ask your volunteers how they’d like to be thanked • ask them at the party to volunteer again - give them insight into this upcoming drive to fundraise, get them ramped up - let’s try something fun (get a silly physical game for them) • ask them to tell their friends and family to volunteer, give them discounts for their F&F as a thanks, don’t ask them to give you money if they’re giving you time (right now - that can come later on, kk?)
  • 57. Questions? Download The Slide Deck: http://www.slideshare.net/sarahmworthy
  • 58. Thank You! Presented by Sarah M. Worthy @sarahmworthy | sarah@worthytech.com

Notas do Editor

  1. http://www.johnhaydon.com/2013/11/20/year-end-fundraising-checklist-for-nonprofits/ you’ll find lots of ideas and examples in my slideshare portfolio. All of the presentations and notes should be there to download.
  2. here’s one of the best presentations on crafting a story for digital content consumption I’ve ever come across. It’s at least 4 years old and still more up to date than anything come out of marketing/advertising today. *imho
  3. think about how to reach your audience and what you want them to do, then create content and engage, be sure to measure results