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Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018

Guidebook available at GiveMN.org/Resources

© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 1

Mastering Fundraising CampaignsCampaign Planning Workshop & Coaching OpportunityLive Presentations | September 2018

1

Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018

Guidebook available at GiveMN.org/Resources

© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 2

2

Your GiveMN teamJake BlumbergExecutive Director

Andrea KopfmannDirector of Campaigns and Partnerships

Dan MooreDirector of Operations

Leah OlmFundraising Strategist

Tom ZimmermanDirector of Marketing and Communications

TubmanOpen Arms of Minnesota

Project 515Minnesotans United for All Families

The George Washington University Law SchoolWalser Foundation

Gillette Children’s Hospital FoundationSpecial Olympics Minnesota

Association of Fundraising ProfessionalsUniversity of Minnesota Morris

Champlin Park High School Vocal Music Assoc.Wellstone Action

WomenVentureOrdway Center for the Performing Arts

Georgia Center for NonprofitsYoung Nonprofit Professionals Network

Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018

Guidebook available at GiveMN.org/Resources

© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 3

Give to the Max Day Overviewwww.GiveMN.org/Resources

3

Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018

Guidebook available at GiveMN.org/Resources

© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 4

4

Scheduled Giving 2018Sunday Monday Tuesday Wednesday Thursday Friday Saturday

Oct. 28 29 30 31Halloween

Nov. 1Scheduled

Giving Begins

2 3

4 5 6Election Day

7 8 9 10

11Veterans Day

12 13 14 15GTMD18

16 17

18 19 20 21 22Thanksgiving

23 24

25 26 27#GivingTuesday

28 29 30 Dec. 1

Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018

Guidebook available at GiveMN.org/Resources

© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 5

GiveMN has more than doubled the number of prize grants available to nonprofits and schools• Golden Tickets every day of Scheduled Giving• Golden Tickets every hour on November 15• Super-Sized Golden Ticket from all gifts November 1-15

Give to the Max Day prizes

5

Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018

Guidebook available at GiveMN.org/Resources

© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 6

Celebrating Give to the Max Day’s 10th anniversary• Golden Tickets every 10 minutes on November 15• Competitive power hours at 10 a.m. and 10 p.m.• Organizations must complete GTMD Registration

10th Anniversary Special Prizes

6

Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018

Guidebook available at GiveMN.org/Resources

© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 7

7

Give to the Max Day 2018 Prize PoolSunday Monday Tuesday Wednesday Thursday Friday Saturday

Oct. 28 29 30 31 Nov. 11 x $500

21 x $500

31 x $500

41 x $500

51 x $500

61 x $500

71 x $500

81 x $500

91 x $500

101 x $500

111 x $500

121 x $500

131 x $500

141 x $500

15 16 171524 x $1,0001 x $10,000

Power Hour10:00-10:59 A.M.

1st: $4,0002nd: $3,0003rd: $2,0004th: $1,000

Power Hour10:00-10:59 P.M.

1st: $4,0002nd: $3,0003rd: $2,0004th: $1,000

144 x $500Every 10 Minutes

Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018

Guidebook available at GiveMN.org/Resources

© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 8

• Register your organization at GiveMN.org/GTMD/Register

• Optimize your page• Story• Logo• Banner• Thank You• Electronic Disbursement

8

Special Prize Eligibility

Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018

Guidebook available at GiveMN.org/Resources

© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 9

• Find the Toolkit at GiveMN.org/Resources• Logos• Checklists• Boilerplate language & flyers• Customizable letter templates• Posters & social media graphics• Webinars• Press releases

9

Give to the Max Day Toolkit

Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018

Guidebook available at GiveMN.org/Resources

© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 10

• Promote GTMD activities• GiveMN curates a list of all special events,

making it available to donors and interested media• Big or small, share your events with us

through GiveMN.org/Resources

10

Tell us about your events!

Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018

Guidebook available at GiveMN.org/Resources

© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 11

Mastering Fundraising Campaigns

11

Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018

Guidebook available at GiveMN.org/Resources

© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 12

• Think about previous fundraising or marketing efforts by your organization• What stories did you tell?• How did you engage donors?• What were the results of those campaigns?

12

What’s possible?

Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018

Guidebook available at GiveMN.org/Resources

© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 13

Story is compelling Goals are specific Leadership is engaged Matching gift is available Call to action is clear Participation is easy and sharable Acknowledgement is personalized Donors are kept engaged

13

Did your campaign check all of the boxes?

Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018

Guidebook available at GiveMN.org/Resources

© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 14

Developing Your StoryThe GiveMN Guide to Mastering Fundraising CampaignsPage 2

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Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018

Guidebook available at GiveMN.org/Resources

© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 15

• This is not the general operating or “annual” fund• Identify the fundable priority, project, or purpose• Organization mission

+ Specific need or challenge+ Specific timeline or urgency+ Thoughtful relatability to audience+ Compelling voice+ Unique opportunity to effect change

15

Identify your specific cause 1

Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018

Guidebook available at GiveMN.org/Resources

© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 16

• Identify the obstacle standing between today’s reality and declaring “mission accomplished”• Quantity or scale• Conflict or competition• Scarcity• Unpredictability• Exception

16

Identify the challenge 2

Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018

Guidebook available at GiveMN.org/Resources

© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 17

• If resources were unlimited, what would your cause do to meet the opportunity and fulfill your mission?• Buy something.• Build something.• Hire someone.• Launch something.• Finish something.

17

Identify the solution 3

Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018

Guidebook available at GiveMN.org/Resources

© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 18

• Identify the prospective donors that care most about your objective and what will move them to act

• This is not “everyone” or the “general public”• Social media followers• Current e-newsletter subscribers• Past event attendees• Past and current donors at various levels• New donors from client, volunteer, or board networks

18

Identify your audience 4

Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018

Guidebook available at GiveMN.org/Resources

© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 19

• For each segment, identify the most compelling voice for this priority, project, or purpose

• Who is it hardest for your audience to say no to?• Current client or family• Past client• Volunteer or board member• Direct service staff• Peer donor

19

Identify your storyteller 5

Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018

Guidebook available at GiveMN.org/Resources

© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 20

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Identify your primary calls to action 6

Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018

Guidebook available at GiveMN.org/Resources

© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 21

• Cause What’s the urgent opportunity?• Challenge What’s stopping you from succeeding?• Solution What does the opportunity require?• Audience Who’s passionate about it?• Storyteller Who do they need to hear from?• Calls to action How can a donor meet that need?

21

Your campaign outline

Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018

Guidebook available at GiveMN.org/Resources

© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 22

Helping donors make a difference• What the organization

really does.• Who is passionate

about that what?• How do the who

want to make the what possible?

22

Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018

Guidebook available at GiveMN.org/Resources

© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 23

What is your campaign story?

23

7

Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018

Guidebook available at GiveMN.org/Resources

© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 24

Setting Your GoalsThe GiveMN Guide to Mastering Fundraising CampaignsPage 4

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Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018

Guidebook available at GiveMN.org/Resources

© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 25

Who can you already reach?• Facebook likes

• Targeted advertising

• Twitter followers• Email subscribers• Postal addresses• Phone numbers• Event attendees

• Donors giving$10 - $100 annually

• Donors giving$100 - $1,000 annually

• Donors givinggreater than $1,000 annually

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1

Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018

Guidebook available at GiveMN.org/Resources

© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 26

Rating likely and possible results• Dollars raised• Board participation• Matching gift utilization• Upgraded gifts• Unique donors• Returning donors• New donors• New recurring gifts• Social media impressions• Others?

26

2

Likely

Possible

Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018

Guidebook available at GiveMN.org/Resources

© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 27

Determine your campaign goals• Dollars raised• Board participation• Matching gift utilization• Upgraded gifts• Unique donors• Returning donors• New donors• New recurring gifts• Social media impressions• Others?

27

3

Goal

Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018

Guidebook available at GiveMN.org/Resources

© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 28

1 verb. 1 number. 1 audience.• 100% utilization of $1,000 matching gift• 25 Facebook fans will give $10 each• 5 volunteers will raise $250 each from peers• 10 check donors will make their first online gift• 15 one-time donors will start recurring gifts• 20 donors will give $150 each

28

Campaign goal examples

Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018

Guidebook available at GiveMN.org/Resources

© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 29

What are your goals?

29

4

Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018

Guidebook available at GiveMN.org/Resources

© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 30

Engaging Board MembersThe GiveMN Guide to Mastering Fundraising CampaignsPage 5

30

Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018

Guidebook available at GiveMN.org/Resources

© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 31

• Founding and history• Communities you serve• Program area expertise• Mission volunteers• Significant donors• Important networks and connections• Professional services

31

Board representation and abundance 1

Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018

Guidebook available at GiveMN.org/Resources

© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 32

• Make a matching gift commitment• Upgrade or increase previous giving• Volunteer for messaging, calling, or events• Ask previous donors to give again• Recruit new donors• Share campaign broadly through networks• Tell their connection story

32

Engaging your board 2

Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018

Guidebook available at GiveMN.org/Resources

© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 33

1. Credibility• Proof that you already have significant support

2. Challenge• Donors get to double the impact of their gift

3. Confidence• Matching donors know they’re inspiring others,

doubling their gift, and they’re not alone

Why is a matching gift important?

33

Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018

Guidebook available at GiveMN.org/Resources

© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 34

59%30%

11% Important

Neutral

Not important

Why is a matching gift important?

How important is it for you to donate to an organization that offers a matching grant?

34

Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018

Guidebook available at GiveMN.org/Resources

© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 35

• In a 31 day campaign with matching and prizesWhy is a matching gift important?

Dollars Raised per Day

Average Gift each Day Donations Processed per Day

Unique Donors per Day

Data from Otto Bremer Foundation’s March Millions for Southeastern Minnesota

35

Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018

Guidebook available at GiveMN.org/Resources

© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 36

1. Set a goal.2. Look nearby.3. Solicit the match. Pool gifts.4. Promote the match. Promote some more.5. Steward all gifts in context.

Matching gift success

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Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018

Guidebook available at GiveMN.org/Resources

© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 37

How will you engage your board?

37

3

Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018

Guidebook available at GiveMN.org/Resources

© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 38

Planning Your CommunicationThe GiveMN Guide to Mastering Fundraising CampaignsPage 6

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Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018

Guidebook available at GiveMN.org/Resources

© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 39

• Traditional channels• Print newsletters, postcards, and postal mail• Phone calls, in-person visits, and live events• On-site volunteer and client engagement

• Digital channels• Website, blog, and individual email• Bulk email• Social media

Multi-channel campaign communication

39

1

Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018

Guidebook available at GiveMN.org/Resources

© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 40

• Major donors• Matching gifts, lead gifts, last gifts

• Average donors• Making a difference, renewing a commitment,

sharing a story, asking others, engaging in new ways• New donors• Joining a movement, winning a prize

Audience segmentation

40

2

Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018

Guidebook available at GiveMN.org/Resources

© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 41

• Be one of the first hundred donors!• Will you help us with the last 10%?• We’ve made it halfway thanks to you.• Jeff and his cat, Whiskers, helped us win a $500

Golden Ticket. Will you help us win another?

Utilize campaign milestones

41

3

Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018

Guidebook available at GiveMN.org/Resources

© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 42

Gathering assets

42

4

Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018

Guidebook available at GiveMN.org/Resources

© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 43

1. Introduce your campaign2. Ask donors to join the campaign3. Regular campaign progress updates and stories4. Special announcement5. More updates and opportunities6. Conclusion, results, and next opportunities

Compelling campaign milestones

43

5

Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018

Guidebook available at GiveMN.org/Resources

© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 44

• 1-2 emails per week with call to action• 5-10 promoted social posts with call to action• Integration with mission communications• Staff, volunteer, and event engagement• Earned media and follow ups

Coordinated communication calendar

44

5

Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018

Guidebook available at GiveMN.org/Resources

© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 45

Coordinated communication calendar

45

September

October

November

December

5

Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018

Guidebook available at GiveMN.org/Resources

© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 46

46

Identify calls to action for each audience 5

Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018

Guidebook available at GiveMN.org/Resources

© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 47

12%

71%

17%Wish organizationswould havepromoted more

Received the rightamount ofsoliciations

Received too manysolicitations

Are you receiving too much solicitation?

Please help us understand more about Give to the Max Day promotion by organizations, including email messages promoting Give to the Max Day.

12%

65%

23%

47

Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018

Guidebook available at GiveMN.org/Resources

© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 48

What’s your communication plan?

48

Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018

Guidebook available at GiveMN.org/Resources

© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 49

Keeping Campaign Donors EngagedThe GiveMN Guide to Mastering Fundraising CampaignsPage 8

49

Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018

Guidebook available at GiveMN.org/Resources

© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 50

• Be sure to thank your supporters with a thoughtful surprise that helps boost retention

• Welcome your newest donors in a special way• Did you meet a goal? Share that great news with

your supporters – and the media• Use the momentum for your next campaign

50

Keep going beyond this campaign

Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018

Guidebook available at GiveMN.org/Resources

© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 51

Identify your participating donors• First time? Renewing? Welcome back?• Upgrade? Extra gift? Tribute gift?• Special project? Power hour? Prize partner?• Specific story responders?• Specific channel responders?• Match responders?

51

Who participated in the campaign? 1

Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018

Guidebook available at GiveMN.org/Resources

© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 52

52

Identify your next call to action 1

Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018

Guidebook available at GiveMN.org/Resources

© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 53

Online donor experience Gift acknowledgement Donor-determined recognition Public donor listing Social media mention Anonymity

Contribution recognition

53

2

Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018

Guidebook available at GiveMN.org/Resources

© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 54

• With new resources, what has your cause done to meet the campaign opportunity and fulfill your mission?• Buy something?• Build something?• Hire someone?• Launch something?• Finish something?

Impact and outcome sharing

54

3

Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018

Guidebook available at GiveMN.org/Resources

© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 55

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Identify the next call to action 4

Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018

Guidebook available at GiveMN.org/Resources

© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 56

How will you keep donors engaged?And when?

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Mastering Fundraising Campaigns | Version 2.0Live Presentations | September 2018

Guidebook available at GiveMN.org/Resources

© 2018 GiveMN, a registered 501(c)(3) nonprofit organization. Learn more at GiveMN.org. 57

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Strategy &Technical Coaching• One-on-one or in small groups• Learn more at GiveMN.org

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