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What I Wish I’d Known
Planning Today for The Best #GivingTuesday Yet
About the presenter
2
Former executive
director, community
organizer, & business
consultant
Digital Engagement
Strategist since 2009
debra@communityorganizer20.com
@askdebra
Today’s workshop
8:30 – 10:30 am
Social Trends
Online Giving & Mobile Giving
#GivingTuesday [Including Our Community Foundation]
Campaign Planning Elements
Breakouts and Shares:
 Planning your best #GivingTuesday yet!
Organizational culture shifts
http://www.flickr.com/photos/47817241@N00/4094538566/
Moving from ME to “WE”
Non-
profit
DonorDonor
Donor
Donor
Donor
Donor
Donor
Donor
Non-
profit
Donor
To young donors…
Donor
Donor
Donor
Non-
profit
Donor
Donor
The nonprofits themselves are not important
Donor
Technology has put donors in the
driver’s seat
Access to information means:
The rise of influence networks
Donation solutions where donors live…online
The ability to rate and communicate with
each other
http://www.pewinternet.org/2015/08/19/the-demographics-of-social-media-users/
91%
76%
Monetary
donations
Volunteering
and social
sharing
Matures and Baby
Boomers
Gen X and
Millennials
http://ssir.org/articles/entry/the_permanent_disruption_of_social_media
http://ssir.org/articles/entry/the_permanent_disruption_of_social_media
Many entry points
Movement between
entry points during life
cycle of engagement
No fixed end point
Donor needs are at the
center
Social influence
Social influence & campaigns: Social media
champions are your secret weapon
https://www.flickr.com/photos/51035555243@N01/6954844640/
ONLINE GIVING
https://www.blackbaudhq.com/corpmar/cgr/how-nonprofit-fundraising-performed-in-2015.pdf
>> Overall giving rose 1.6% in 2015
MOBILE GIVING
https://www.flickr.com/photos/wocintechchat/25703053051/in/photostream/
Next Generation of American Giving Blackbaud Report 2013
Mobile giving
84% of nonprofits do not have donation forms
optimized for mobile
Remember: 14% of online donations are made through a
mobile device
34% = percentage increase in conversion rate for
responsive websites and donation forms.
#GIVINGTUESDAY
https://www.flickr.com/photos/wocintechchat/22344153910/
Tipping point
2012: $13.46M
2013: $28.09M
2014: $45.68M
2015: $116.7M
https://www.blackbaud.com/GivingTuesday
http://braintumor.org/join-the-fight/its-your-
fight/champions/
Make champions matter!
https://www.youtube.com/watch?v=wney79vzEp8
[Don’t forget] Thank You Wednesday
https://vimeo.com/147630271
#GivingTuesday
TABLE SHARE:
What did you do for
#GivingTuesday?
https://www.flickr.com/photos/wocintechchat/21910900553/in/photostream/
CAMPAIGN
PLANNING
https://www.flickr.com/photos/43666171@N07/24277450136/
Campaign elements
Story People
Design Donations
Goals
Your big idea: Is it..?
 SMART (specific, measurable, realistic)
 Part of a longer-term org goal
 Movement-building
 Testing an idea
 Building the organization
Share Pair: Campaign Big Idea
How will your #GivingTuesday..?
Build your organization
Build the movement
(or test an idea)
https://www.flickr.com/photos/32420980@N06/23142252665/
Campaign elements
Story
Connected to larger cause
Great design elements
People
Easy to participate
Champions and active supporters
Design
Where campaign will live
Different levels of engagement
Integrated asks and activities
What assets do you have/need
Donations
Choose a fundraising platform
Mobile donations
Fun and easy to use
Rewards?
Goals
Design: Where will the campaign live?
Your website
Crowdfunding
site
Peer to Peer
event site
Facebook
People Assets
Internal
External
Champions/Advisory
https://www.flickr.com/photos/55592808@N00/22146499509/
Your assets (“stuff”)
Email address acquisition assets
– Sign-up forms and people/interest data collection
Database
– Does it connect with your forms?
– Can it segment new contacts?
Graphic design and images
– SM channel customization
– Promotional images for the campaign
– Promotions during the campaign
– Photographic images
Microsite/website/web page
– Customization ability, real-time customization possibility
Fundraising integration
Real-time campaign metrics tracking
Software/hardware specific to the campaign
https://www.flickr.com/photos/27237408@N03/4530861996/
Pay For the Right Tools
Individualized Activity:
What you need / already have
What I need
 Clean mailing list
 Good database
 Mobile optimized donation
 Ability to track & find online
conversations
 Graphic design capacity
 Google Analytics and social
media analytics
 At least 10 social media
champions in place
 Online communities
 Are they engaged with you?
What I have now
 Clean mailing list
 Good database
 Mobile optimized donation
 Ability to track & find online
conversations
 Graphic design capacity
 Google Analytics and social
media analytics
 At least 10 social media
champions in place
 Online communities
 Are they engaged with you?
• Research
• Asset & content development
• Create goals
• Broad campaign design
• Recruit champions
3 months out:
Research & Design
• Specific campaign details
• Content creation
• Campaign seeding
• Solidify support, tactics, elements
2 to 1 month out:
Solidify Plans
• Activate and engage supporters
• Execute
• Monitor, measure, capture
• Iterate (if necessary)
#GivingTuesday:
Activate & Engage
• Thank donors
• Evaluate campaign
• Nurture new leads/emails
• Deepen new supporter loyalty
1 day post:
Evaluate & Engage
Sample timeline
Post-Campaign:
Marketing Activities
Evaluate
– Send survey or other evaluation tools to participants
– Internal post-event evaluation
• Mad, sad, glad feedback
– Ask champions for feedback
– Did it meet the campaign goals?
– Review metrics
Lead nurturing and loyalty development
– Post-campaign email
• What was accomplished, add nurturing content
– Ask them to do something else
Campaign Design Checklist
 Research the concept and evaluate support
 Set campaign goals
 Select social media channels and assets to be leveraged
 Assess internal assets and staff capacity
 Create a campaign timeline
 Content and asset development
 Supporter/fan development
 Technological elements
 Create a campaign champions group
 Evaluation
 Post-campaign engagement strategy
A note on why campaigns fail…
The goal was unrealistic
Did not set major campaign development points
Did not take into account why people give
Your donation form or landing page isn’t optimized
Not having the right measurement system in place or
being able to measure success
Undeveloped social media communities
Did not reach out to most engaged social media fans
ahead of time
debra@communityorganizer20.com
Website: communityorganizer20.com
Twitter: @askdebra
Slides: slideshare.net/debask
Telephone: (617) 682-2977
I’m always happy to answer follow-up
questions!
Bonus resources follow
 Online giving trends by sector and org size
 Online story design resources
 Suggested campaign timeline by month
https://www.blackbaudhq.com/corpmar/cgr/how-nonprofit-fundraising-performed-in-2015.pdf
https://www.blackbaudhq.com/corpmar/cgr/how-nonprofit-fundraising-performed-in-2015.pdf
https://www.blackbaudhq.com/corpmar/cgr/how-nonprofit-fundraising-performed-in-2015.pdf
Story element visuals
Free and freemium:
– Canva (graphics/infographics)
– Animoto (video)
– iPhone video (iMovie)
– GoAnimate (animated movie)
– MakeBeliefsComics.com, BitStrips, Chogger (comics)
– Compfight (creative commons photos)

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Planning For Your Best #GivingTuesday Yet

Editor's Notes

  1. http://www.scalefunder.com/wp-content/uploads/2015/11/GivingTuesday_Art.jpg
  2. Digital natives, 70+million, anti-institutional, cause but not nonprofit-oriented
  3. Next Gen Am Giving Report 2013 https://www.blackbaud.com/nonprofit-resources/generational-giving-report
  4. How each generation wants to make an impact on society
  5. The goal for an organization using the vortex model is to offer its supporters a tailored portfolio of involvement that speaks to their strengths and ability to have an impact. This in turn will maximize the person’s commitment and lifetime value, and strengthen the core of the vortex and its ability to influence others.
  6. The goal for an organization using the vortex model is to offer its supporters a tailored portfolio of involvement that speaks to their strengths and ability to have an impact. This in turn will maximize the person’s commitment and lifetime value, and strengthen the core of the vortex and its ability to influence others.
  7. https://www.blackbaudhq.com/corpmar/cgr/how-nonprofit-fundraising-performed-in-2015.pdf
  8. Not optimized for giving (Oceana) and optimized for giving (Red Cross)
  9. Internal: Board, committee members, volunteers, staff External: engaged online fans, influential online fans, online communities Together: champions/advisory group
  10. http://blog.hubspot.com/blog/tabid/6307/bid/34207/8-Big-Marketing-Campaign-Mistakes-to-Stop-Making-NOW.aspx