fundraising in the cloud

FUNDRAISING TOOLS, SERVICES & OPPORTUNITIES IN

THE CLOUD

• We offer a wide array of affordable services including website design, custom development, campaign strategy and execution and ongoing support

• All Firefly staff have nonprofit backgrounds

• We work with many of today’s online tools

• Clients rave about our approach and quality

• We’re invested in helping you plan, launch and learn the best practices in online communication and engagement

About Firefly Partners

o “Cloud” simply means that information is stored offsite and can be accessed from anywhere in the world

o Critical files and tools aren’t tied to your local computer

o Security is a big deal

oData in the clous is available for use anytime/anywhere

Breaking Through the Cloudiness

o Supporters can find you everywhere

oAllows integrated campaigns

oRate of comfort with online giving continues to rise

o Cloud-based tools collect useful and timely data

o No need for internal servers or maintenance

o Cloud-based tools are available at wide array of price points

Why Go Cloud for Fundraising?

QUESTION – DO YOU HAVE WHAT YOU NEED TO BE A GREAT ONLINE FUNDRAISER IN THE CLOUD?

o Secure Donation Process

o Merchant Account

oCommunication Tools

oTime to Pick the Right One

Here’s What You Need:

Hundreds of Tools to Choose From!

QUESTION – WHAT’S THE LOVE/HATE RATIO WITH THE TOOLS YOU CURRENTLY USE?

o Functionality

oEase of Use (for you & your donors!)

oAbility to Integrate

o Data Collection & Analysis

o Costs & ROI

Picking The Right Tool

o How customizable are the forms?

o Can you create forms for monthly giving or gifts in honor/memory?

o Can you create custom fields on the forms?

o How much control do you have over thank you pages and autoresponders?

oWhat type of tax receipts are generated?

Diving Deeper: Functionality

oAre the forms and transactions clearly marked as secure?

o Does anything about the forms cause ‘donor confusion’?

o How easy is it to manage the forms (make new ones and make changes)?

oAre special skills are needed to make the forms look professional?

Diving Deeper: Ease of Use

o What happens to your donor data after the gift is made?

o Can data be easily exported into a spreadsheet?

o Can you set up a sync with your database of record?

o What standard or custom reports are available?

Diving Deeper: Data Collection

o Can you fundraise in other places online (like Facebook, blogs and your website)?

o Will security be maintained if you pull donation forms into other places online?

o Can you brand the donation tools so they look like your other online presence?

oDo you have to be a wizard to do these things?

Diving Deeper: Integration

o Tool costs range from free to $1,500 per month and up

o Do you need a Ford Focus or a Mercedes?

o What will it cost you to manage the tool?

o How long will this tool meet your needs?

Diving Deeper: Costs & ROI

Peer To Peer Fundraising

QUESTION – WOULD PEER TO PEER BE EFFECTIVE FOR YOUR ORG?

o Personal Fundraising (donate in lieu of giving gifts)

oCampaigns support gifts in honor, memory & celebration

oRaces, Walks & Virtual Events

oPetition Based Fundraising

Common Peer To Peer Scenarios

o Tools tend to be super simple or super complex

oRequires lots of communication and management

oMost effective with social networking component

oMany orgs design an ‘event microsite’ for their tools

Peer To Peer Points to Ponder

Case Study: National Center for Learning

Disabilities

QUESTION – ARE YOU CONTEMPLATING A MOVE?

o Make A Feature Wish List (must have, nice to have)

o Make A Budget (how much can we spend?)

o Make A Short List of Tools (5-8)

oGet Demos

oAsk Questions!

Where Do I Start?

o NTEN

o Idealware

o Mashable

oTechsoup

oLinkedIn (nonprofit group)

oThe NonProfit Times

oGoogle!

Resources & Recommendations

o Migration costs can vary widely – ask the tool provider!

o Hire a partner to guide your selection and set up

o Consider migrating in phases (one time gifts now, move monthly givers over time)

o Migrations can take anywhere from 1-3 months

o Don’t forget about data implications

o Evaluate other web projects for best timing (website redesigns can be a natural time for a move)

Costs and Timeline?

Questions?

ira@fireflypartners.com

info@fireflypartners.com

Thanks!