Your Fundraising Planning Guide

PLANNING GUIDE CONTENTS 1 2 3 4 5 What is #GivingTuesday? Don t Dos + Must Dos Suggested Planning Timeline Planning Checklist (Plan, Prepare, Promote) Additional Resources CauseVox + #GivingTuesday

#GivingTuesday is a global giving movement that has been built by individuals, families, organizations, businesses and communities in countries around the world. Millions of people have come together to support and champion the causes they believe in and the communities in which they live. This year s #GivingTuesday is Tuesday, November 27, 2018. #GivingTuesday is for all types of organizations. From schools to small, local nonprofits to global development nonprofits. Source: givingtuesday.org

In 2017, 2.5 million gifts were given to charitable causes participating in #Giving Tuesday Source: givingtuesday.org

In 2017, $300 million was raised online by causes participating in #GivingTuesday Source: givingtuesday.org

DON T DO It s not about participating Assume success Rely on social General ask transactional MUST DO It s about rallying together Set clear goal Focus on why Tell stories Inspire and rally community-driven

is a great opportunity to grow support. However, you must first ask a few questions before you dive-in: Is it right for us? Can we commit the resources?

Here are five good reasons to participate: Specific need and impact Kick-off year-end fundraising Try something new Looking to engage current supporters Corporate partner development

Fundraising Campaign Timeline July/August Determine goal and campaign messaging Map out timeline September/October Begin developing fundraising site, video, and other promotional assets Send out communication to your supporters about the campaign Ask key supporters to help with the campaign (e.g. p2p fundraisers, matching gift, promoters) November Launch your fundraising site Begin rallying your fundraisers and partners Promote heavily 1 week ahead #GivingTuesday (yay!) Celebrate the impact December Showcase impact to your supporters Tie in with year-end appeal Cultivate new donor relationships

Fundraising Campaign Checklist Planning Learn how you can craft a compelling #GivingTuesday fundraising appeal ü Determine your goal, whether financial or another type of goal. ü Be sure to keep your goals SMART: ü Specific and measurable ü Attainable and relevant ü Time-based ü Establish a timeline for your campaign planning, including what is needed, who is responsible for it, and who else needs to be kept in the loop.

Fundraising Campaign Appeal Craft Your Campaign Appeal ü Craft your fundraising appeal (also know as an offer) that you ll use to rally support for the campaign. ü Communicate what you re trying to accomplish on GivingTuesday ü Why that matters and what the impact will be if we re successful. ü Clearly tell how someone can take action and join the effort.

We have to devise means of making known the facts in such a way as to touch the imagination of the world. The world is not ungenerous, but unimaginative and very busy. Eglantyne Jebb Founder of Save the Children

Fundraising Appeal Example in 24 hours we re raising $24,000 to provide 24 kids the opportunity to go to school. the difference kids begin dreaming of what s possible instead of what is take a stand with us and donate $24 or $240 today. Together we ll provide 24 kids the opportunity to dream

Fundraising Campaign Checklist Preparation ü Create a dedicated fundraising site to highlight your campaign and showcase real-time progress. ü Identify community partners, corporate sponsors, and/or major donors who will help promote and match donations. ü Create content you ll use to promote your campaign. Include supporting stories, a fundraising video, email copy, photos, and social media posts.

Online Fundraising Site A dedicated fundraising site for #GivingTuesday ensures you have a central location to direct all your promotion. You can also: Tell your story Showcase real-time progress Build social proof Invite supporters to fundraise You can use CauseVox to easily create your #GivingTuesday fundraising site just like The Painted Turtle.

Online Fundraising Site Launch your #GivingTuesday campaign for free with CauseVox s fundraising software. Easily design, launch, and manage your online fundraising campaigns using our powerful online fundraising software. Sign-up for our free plan or trail our power plans to streamline all your online fundraising. Learn more and get started at causevox.com The Motherhood Collective s used CauseVox to launch their 2017 #GivingTuesday campaign.

Fundraising Campaign Checklist Promotion ü Start promoting your campaign 2-3 weeks from #GivingTuesday. ü Activate key supporters (peer-to-peer) 2 weeks out to build personal fundraising pages for #GivingTuesday. ü Send an email announcing the campaign to your supporters about a week before the giving day. ü Send an email the day prior, and 2-3 emails the day of to build momentum.

Peer-to-Peer Fundraising The nature of #GivingTuesday is for people to support the causes they love. Peer-to-peer fundraising is the perfect tool to enhance your campaign. Who can fundraiser for you? Key supporters Board members Facebook community Event attendees You can use CauseVox to activate your supporters to create personal fundraising pages just like this!

Sample Promotional Calendar ü Nov 12 Launch your #GivingTuesday fundraising site or campaign giving page. ü Nov 27 (am) - Send an email outlining the why behind your appeal and how to take action. Push on social media throughout the day. ü Nov 14 Initial email to set expectations for #GivingTuesday. Begin promoting on social channels. ü Nov 27 (pm) Send a follow-up email to those that have donated updating them on progress and asking them to share via email and/or Facebook. ü Nov 19 Send an email of appreciation and thanks to your community + seed what, together, you ll be doing next week. Continue promoting on social channels. ü Nov 27 (pm) Send a follow-up email to those that haven t supported the campaign yet updating them on progress and inviting them to donate. ü Nov 26 Send an email that outlines how your community can get involved tomorrow and help support + share the campaign. ü Nov 28 - Send a thank you email to your community, showcase what you did together, and tell people how they can still help.

ADDITIONAL RESOURCES 1 2 3 4 5 [Guide] How To Plan for #GivingTuesday [Video] Plan for Success this #GivingTuesday [Resource] Email Examples & Templates [Resource] 15-day Promotional Calendar [Resource] Additional #GivingTuesday Tips

Questions? We re here to help! Simply email noah@causevox.com and we ll be in-touch.

Designed for you. CauseVox is a community-driven fundraising platform designed to help you simplify and grow your fundraising in today s connected economy.

Perfect for any type of fundraising campaign Reach new donors by unlocking the power of your community. Empower your supporters to raise funds through personal & team pages for your run/walk, challenge, or event. Create mobile-optimized donation pages without IT or a designer Launch annual fund, giving day, or capital crowdfunding campaigns that reflect your nonprofit's brand and website. Streamline online fundraising & reduce your workload Offload back-office tasks like reporting and receipting, so you can focus on spending more time with your donors.

Together we can. Thousands of organizations from small community-service charities and national organizations to global development nonprofits trust CauseVox to help them streamline and grow their fundraising.