FUNDRAISING STRATEGY, DONOR and BOARD ENGAGEMENT

FUNDRAISING STRATEGY, DONOR and BOARD ENGAGEMENT

AGENDA BIG DAY OF GIVING BOOSTS FUNDRAISING POWER Individual matches CREATIVE DONOR ENGAGEMENT ATTRACTS AND GROWS GIVING BOARD ENGAGEMENT AND GIVING MAKE A BIG DIFFERENCE What Happened in 2015 Real-time Strategic Planning Activating Your Board NONPROFIT EXPERT PANEL How Did They Do It? LEARNING LAB BREAKOUT Share and Learn from Each Other

#bigdog2016

Pitch: Who are you and why you are participating in BDoG?

BIG DAY OF GIVING BOOSTS FUNDRAISING POWER Priscilla Enriquez- Chief Giving Officer, SRCF @priscillacgo /sacregcf/

What Happened in 2015

What Happened in 2015

What Happened in 2015

New for 2016 BDoG Incentive Funds to cover prize challenges and technology fees Focus of 2016 training on 100% board giving Securing individual match challenge funds

Case Study: North Texas Susan Swan Smith Chief Relationship Officer Communities Foundation of Texas @CFNTx_

Case Study: North Texas

Case Study: North Texas Find Your Own Challenge Fund Contributing challenge funds allows donors to: Multiply the impact of their gift for a nonprofit Supplement the Giving Day prizes and bonus funds Motivate new giving Broaden the nonprofit s giving base

Soliciting Challenge Funds Who are potential challenge fund donors? Board Members Volunteers Donors to previous Giving Days Companies and foundations who could not otherwise participate How do you ask? Directly Use your board!

Find Your Own Challenge Fund 186 nonprofits raised $6.5 million in challenge funds specifically for their own organization. They ranged from $500 to $1,000,000 Parameters included: 1:1, 1:2, and 1:5 up to a specified amount New gifts only New or increased gifts Total number of gifts Corporate gifts

GOALS WHAT ARE YOUR GOALS? $6 Million! Fundraising? Donors? 30,000 donors Board engagement? Challenge fund 100% board giving Social media? Visibility? What else?

CREATIVE DONOR ENGAGEMENT ATTRACTS AND GROWS GIVING Heath Buckmaster - Director, On-Air Fundraising, KVIE @buckmasterflash /HeathTV

DONOR ENGAGEMENT AND TRAINING TOPICS Acquisition and Retention of Donors Telling Your Story / Define Your Uniqueness What do we do on May 3? Big Dog is OVER - Now what? Q&A

DONOR ENGAGEMENT AND TRAINING TOPICS There are NEW donors out there, with MONEY $$$ 29% of donors to #BigDog2015 were NEW 8% of total national giving on #BigDog2015 came from the Sacramento region Existing donors plan to come back Existing Donors want to share their philanthropy with friends, make it easy for them 93% of #BigDog2015 donors intend to participate in 2016 70% of #BigDog2015 donors intend to support the SAME NPO again

DONOR ACQUISITION Donors are watching Social Media are you as visible as you should be? #1 referral to donation system was from Facebook 40% of all donations came from a mobile device

DONOR RETENTION SHARE: How have you retained your current donors? Ideas for 2016 Contact your list of #BigDog2015 donors challenge them to increase their gift for #BigDog2016. Solicit Matching Gift Opportunities from passionate (major/leadership) donors, vendors, partners. Build your Sustaining Membership program Ongoing Monthly Giving is essential

TELLING YOUR STORY What makes your organization unique? How can you best convey stories/examples of the impact your organization is having on the world? Can you tell your story in 140? This Mama cat already raised one litter this year, but now she s spayed! #BigDog2015 #spayneuter Yolo County SPCA The orchestra continues to play without the student who needs this instrument. 15 minutes to give. Let s fix this violin! DSOMA @916_INK Congrats exceeding your Big Day of Giving Goal in #Sacramento kids become published #Authors in beautiful #books #BigDog2015

WHAT DO WE DO ON MAY 3RD Take a Deep Breath, Implement Your Plan, Track Your Progress The Must-Do List Send Emails 80% of donors learned about BDOG via email Donors will tolerate multiple emails for this major event Be Active on Social Media Facebook / Twitter / Instagram / More 40% of donors used social media to promote #BigDog2015 to their friends Don t be afraid of Personal Marketing Phone Calls / Events Monitor Your Plan and Adjust as needed Make sure that scheduled posts and emails are sending Monitor social media and post live throughout the 24-hour period (assign an owner!)

BDOG IS OVER: NOW WHAT? Get and Use Your Data Assign someone to download and save your data, then LOOK AT IT. Maximize Donor Retention Say Thank You / Keep Donors Engaged Share your End Of Year Impact Report showing how donor dollars have been used and how they have made a difference. Build your SUSTAINER program regular monthly giving Set a goal to get a second gift from a new donor Rate of donor retention goes from 22% to 60% once a second gift is received! The ultimate goal for every donor should be the bequest.

BOARD ENGAGEMENT AND GIVING MAKE A BIG DIFFERENCE Kim Tucker- Executive Director, Nonprofit Resource Center @ketchkim /Nonprofit Resource Center

BEST PRACTICES The Board s Role in Readiness & Outreach Giving & Asking Thanking & Stewarding

BOARD GIVING IN 2015

SETTING THE EXAMPLE 100% Board giving and on May 3 Set a goal of dollars and numbers of people Your network The organization s database The IDP Individual Development Plan Creative engagement of your network

A TEAM EFFORT

LEVERAGE YOUR NETWORK Existing Supporters Board Members Staff & Leadership Volunteers Prospective Supporters

BUILDING RELATIONSHIPS Social media shout-outs day of Board member thank you within 48 hours Quarterly engagement thereafter Utilize a variety of methods Email Phone Professional settings

NONPROFIT EXPERT PANEL How Did They Do It?

PANEL DISCUSSION Julie Bornhoeft, Chief Marketing and Development Officer, WEAVE Laurie Nelson, Board President, Sacramento Philharmonic and Opera Crystal Brooks, Development Associate, Sierra Forever Famililes

2015 RESULTS NPO Name Donations Sierra Forever Families $70,157.00 Sacramento Philharmonic and Opera $53,929.00 WEAVE $23,334.00

Big Day of Giving 2015 Julie Bornhoeft, MA, CFRE Chief Development & Marketing Officer Mission To build a community that does not tolerate domestic violence and sexual assault and provides survivors with the resources they need to be safe and thrive.

Fundraising Philosophy Donor Engagement - Everyone deserves the opportunity to donate to WEAVE. We create the opportunity - donors decide. Big Day of Giving is an OPPORTUNITY Engage existing donors differently Unprecedented exposure to new donors

2014 Learning $18,085 raised STRATEGY 2015 Increase giving Test using a specific project & collaboration $23,550

STRATEGY Big Day of Giving 2015 Advance Work & Communications Commitment to 100% Board Giving Calendar invite sent to board add link day before Teaser content on social media Emails to segmented donors Insider Information Opportunity to give Specific examples of how giving would help

Big Day of Giving 2015 Big Day of Giving Board Chair = Fundraising Ninja Social Media posts were repetitive - style, colors and messaging. Specific examples of how giving would help Stewardship STRATEGY Executive Director communicated with major donors Template email with first 1-2 sentences personalized for each donation Shoutouts on social media as appropriate

Big Day of Giving 2015 Post Event STRATEGY Leverage unique stewardship opportunity Project update in early August pictures of what they created. Invitation to launching of program Next Step: Success story of first family moving into the project in the works.

BREAKOUT Share, discuss, problem-solve! What is your donor and board engagement plan? What is your biggest challenge with board giving? What is your biggest challenge with donor stewardship? Share and reportback to the larger group Top 5 things you learned?