turn 'em on -- build your mid-level giving program

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Turn  'Em  On  -­‐-­‐    Build  Your  Mid-­‐Level  

Giving  Program  

5/19/16  1pm  Eastern  

The  presentation  will  begin  shortly.

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This  presentation  is  being  recorded!  The  recording  and  slides  will  be  emailed  to  you.  

Please  chat  in  any  questions  for  our  guest.    We  will  answer  them  in  the  formal  Q&A  session    

at  the  end  of  the  presentation.  

Follow  along  on  Twitter  with  #Bloomerang  @BloomerangTech.  

For  best  audio  quality,  dial  in  by  phone. (check  your  email  for  dial-­‐in  info  from  ReadyTalk)

Before  we  get  started  »

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https://bloomerang.co/demo/video

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Our  guest  presenter  »Maeve  Strathy  @fundraisermaeve  

Fundraising  Strategist  with  Blakely  

Mid-­‐level  giving  at  Wilfrid  Laurier  University  

Young  alumni  giving  program  at  Trinity  College  School

TURN ‘EM ON: BUILD YOUR MID-LEVEL GIVING PROGRAM

@FUNDRAISERMAEVE#DONORLOVE

PART 1: YESTERDAY & TODAY

• Where were we 10 years ago?

• Where are we today?

• What is the potential?

• What are we doing wrong?

PART 2: TOMORROW

• Who are mid-level donors?

• #DonorLove

• The Ask Triangle

• Personal solicitation

• Direct response marketing

• Case studies

• What can we do tomorrow?

CONTENTS

PART 1:YESTERDAY & TODAY

WE SOUND LIKE A BROKEN RECORD…WE’RE STILL HAVING THE SAME CONVERSATIONS THAT WE WERE HAVING 10 YEARS AGO

THE MOMENT YOU

REALIZE YOU’RE THE

MIDDLE CHILD…

It’s 10 years later… and our files still

haven’t grown.

WHAT IS THE PROBLEM?MID-LEVEL DONORS HAVE

LIVED OFF THE SIDE OF OUR DESKS FOR YEARS…

YOU ARE LOSING MONEY!

0

20000

40000

60000

80000

100000

120000

Normal USPACE

INCOME UP

SPRING APPEAL

YEAR 1

FEEDBACK APPEAL

YEAR 2

VALUE OF DONATIONS CLAIMED BY TAX FILERS

Trends in Individual Donations: 1984-2010. Imagine Canada

WHAT ARE WE DOING WRONG?WE ARE NOT ASKING ENOUGH OF OUR

MID-LEVEL DONORS

WE ARE NOT ASKING OFTEN ENOUGH

WE ARE NOT ASKING FOR ENOUGH MONEY

WE ARE NOT GIVING THEM A BIG ENOUGH

OPPORTUNITY TO ENGAGE WITH US

IN PRACTICE

• A drop in attrition of 37%

• A renewal rate of 95% each year.

• Over 75% of those who pledged more than £500 gave more than their pledge.

• Over 25% of these people increased their gift by at least 20%.

A PLEDGE PROGRAMME TO

MID-LEVEL DONORS OF A MAJOR

UK CHARITY RESULTED IN…

PART 2:TOMORROW

WHO ARE MID-LEVEL DONORS?

Wealth Indicators• Responses to prompts • Multi-channel giving

Level of Engagement • Attending events• Volunteering• RSVP’ing for an event • Multiple pieces of contact info • Updating mailing address• Complaining

MID-LEVEL DONOR BEHAVIOURWHAT DO WE KNOW ABOUT THEM?

THE FIELD OF DREAMS MYTH…

“You can call me he.You can call me she.You can call me Regis and Kathie Lee; I don’t care!Just as long as you call me.”

- RuPaul Charles

#DONORLOVE

WHAT ARE WE MISSING?

A hybrid approach between direct mail and personal solicitation!

WHAT DO OUR CURRENT PROGRAMS NEED

TO MAKE THEM MORE SUCCESSFUL ?

WHAT TO ASK FOR

WHO IS ASKED?

WHO ASKS?

THE ASK TRIANGLE

Feature work that people want to fund

Interested, connectedand able to fund at a high value

People are more likely to give to someone they know or respect

PERSONAL SOLICITATION

DISCOVERY CALL

BOOKING THE MEETING

PREPARATION THE MEETING THE OFFER THE ASK STEWARDSHIP

SHAMELESS PLUG…

DIRECT RESPONSE MARKETING

Mark Phillips

INFORMATION LEADS TO ENGAGEMENTRAISED OVER $1,700,000 IN THE FIRST TWO MONTHS

CONTENT

THE 5 KEY ELEMENTSTHE NECESSITIES TO A SUCCESSFUL MID-LEVEL GIVING PROGRAM

PROBLEM & SOLUTION MAKE THEM FEEL SPECIAL IMPACTPERSONALIZATION

CASE STUDIESBC Children’s Hospital Foundation

Toronto General & Western Hospital Foundation

Ontario SPCA

• Meeting donor needs

• No assumptions

• Reduced solicitation schedule

• Increased stewardship touch points

• Listen to your donors

• Meet donors where they are

BC CHILDREN’S

HOSPITAL FOUNDATION

TORONTO GENERAL

& WESTERN HOSPITAL FOUNDATION

• Organizational awareness

• Sustainability

• Huge revenue potential

• Disengaged mid-level donors

• Low renewal rates

• No growth in the file

• Dedicated staff person

• New opportunities for engagement

• Special touch

• Flipping the Giving Pyramid on its head

• Response rate: 25%

• Creativity and a personal touch

ONTARIO SPCA

TURN ‘EM ON: BUILD YOUR MID-LEVEL GIVING PROGRAM

WHAT CAN YOU DO TOMORROW?IF YOU ARE WANTING TO MAKE STRIDES WITH A MID-LEVEL PROGRAM, CONSIDER THESE 7 KEY POINTS:

1. Look at your donors and revenue by gift level

2. Call 15 donors and find out their wants and needs

3. Think about a dedicated staff member for mid-level

4. Look at you next appeal and consider The Ask Triangle

5. Meet with colleagues and unearth mid-level giving opportunities

6. Look at your next appeal – how can you enhance the content?

7. Have fun!

Questions?

https://bloomerang.co/resources

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Nonprofit Turn-Arounds: The Road to Recovery When Your Organization Is in the Red

Thursday, May 26th – 1:00pm Eastern

Rebecca Davis, PhD, CFRE

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