ccmadevelopmentinstitute june2009
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YOUR DONORS YOUR DONORS ARE ONLINE… ARE ONLINE…
YOU SHOULD BE TOO!YOU SHOULD BE TOO!
Pam Dechert, CFRE, ePMT Laurie Kish
eTapestry Petrus Development
Our AgendaOur Agenda
Introductions Overview of Technologies for Development The Basics Putting it Together
• Website
• Online Activities & Social Networking
• Database Integration
Discussion & Questions
ObjectivesObjectives
Be familiar with numerous technology tools & techniques
Be familiar with current research
Learn how the use of technological tools & processes can help you become more effective in managing your office as well as build relationships & increase fundraising outcomes
Individuals$229.03 74.8%
Foundations$38.52 12.6%
Bequests$23.15 7.6%
Corporations$15.695.1%
2007 Charitable Giving Total2007 Charitable Giving Total
$306.39 billion ($ in billions)
Thoughts From Industry Thoughts From Industry ExpertsExperts
“We are in the middle of a fundamental shift from mass media to the personal media of computers and the Internet, and charitable giving is a logical progression.”
Paul Saffo Director,
Institute for the Future
“We are in the middle of a fundamental shift from mass media to the personal media of computers and the Internet, and charitable giving is a logical progression.”
Paul Saffo Director,
Institute for the Future
“Utilizing rent-able applications and other low cost or free web applications allows the small nonprofit to leverage labor and financial resources. Thus they are able to serve more of their constituency, as well as better communicate with (and broaden) their donor base, and improve services.
In other words, leveraging through technology provides the small nonprofit an opportunity to "level the playing field."
Carolyn S. Sechler, CPAPhoenix, AZ
“Utilizing rent-able applications and other low cost or free web applications allows the small nonprofit to leverage labor and financial resources. Thus they are able to serve more of their constituency, as well as better communicate with (and broaden) their donor base, and improve services.
In other words, leveraging through technology provides the small nonprofit an opportunity to "level the playing field."
Carolyn S. Sechler, CPAPhoenix, AZ
Internet Users & ActivitiesInternet Users & Activities
74% of adults in the U.S. use the Internet• 87% of 18-29 yr. olds• 82% of 30-49 yr. olds• 72% of 50-64 yr. olds• 41% of those 65+
Pew Internet Research Study, December 2008
91% send or read email 89% use a search engine
to find information 83% look for information
about a hobby or interest 81% look for information
about a service or product for purchase
38% pay bills online 35% use on online social
networking site
Online Giving Online Giving
80% made donations both online and offline
72% said donating online is more efficient & helps charities reduce administrative costs
51% said they prefer giving online
46% said that five years from now they will be making a greater portion of their charitable gifts online
40% said that most charity websites made them feel personally connected to their cause or mission
74% said it was appropriate for the charity to send an email reminding them to renew an annual gift
65% said they always open and glance at emails from causes they support
The Wired Wealthy: Using the Internet to Connect with Your Middle and Major Donors, 2008 Study by Convio, Sea Change, and Edge Research.
Changing BehaviorsChanging Behaviors
Read email before snail mail Busy, satisfy interests on their
schedule Expect to find information online Expects information to be personalized Expects immediate feedback Demands information/stewardship
Online Giving EstimatesOnline Giving Estimates**
Estimate of Giving in 2001 = $550
million
Estimate of Giving in 2002 = $1.1
Billion
Estimate of Giving in 2003 = $1.9
Billion
Estimate of Giving in 2004 = $2.62
Billion
Estimate of Giving in 2005= $4.53
Billion*The United States represents slightly more than ½ the Global Online Philanthropic Market. Estimates provided by ePhilanthropy Foundation.
It’s Safe to Say… It’s Safe to Say…
Communications build strong Relationships
Tithing & Giving is still based upon Relationships
The Internet expands our opportunity for Communications
Technology is & will be part of any non profit organization
Technology comes in many forms
Usage levels the “playing field”
Increased success with technology (more with less!)
Online/offline strategies must be coordinated
Expand giving by building stronger relationships
It’s not just for kids anymore
It’s used by the educated & engaged
Used for more than media downloads & fantasy football
The Internet is used by your constituents…or someone else's
Potential Impact on Campus Potential Impact on Campus MinistryMinistry
To establish a strong
foundation for growth
& effectiveness, you must be able to attract and
engage members,
build meaningful relationships, increase involvemen
t & encourage
ongoing support.
To establish a strong
foundation for growth
& effectiveness, you must be able to attract and
engage members,
build meaningful relationships, increase involvemen
t & encourage
ongoing support.
Comprehensive online solutions:
Build a more effective ministry Increase outreach Nurture and cultivate member
relationships, and Decrease communication costs
while streamlining administrative processes.
Use All Your Tools TogetherUse All Your Tools Together
An Integrated Communication
sStrategy
Are You Ready?Are You Ready?
1. Clearly Display Name, Logo, MissionCompleted_____
2. Register With Local, State and Federal authorities (as required)
Completed_____
3. Make It Easy For Donors To Get Quick Answers To Questions
Completed_____
4. Make Sure Your Website Uses Encryption Technology Wherever You Request Sensitive or Confidential Information
Completed_____
Are You Ready?Are You Ready?
5. Provide Multiple Opportunities and Methods For Gifts To Be Made Both Online and Offline.
Completed_____
6. Post a Comprehensive Privacy Policy
Completed_____
7. Advancement/marketing plans are integrated with online & offline activities
Completed_____
8. Are your online activities going directly into your database?
Completed_____
The BasicsThe Basics
There are almost as many strategies as there are nonprofits, however to get started…
1. Establish an informative website (Content)
2. Collect Email addresses
3. Communicate with those who opt in
4. Offer the option of online giving (encrypted)
5. Give, Get, Do – online
6. Comply with regulations and laws
7. Understand privacy and security issues
8. Read, learn, test, adapt….
This leads to…
The Key to Grabbing The Key to Grabbing Technology…Technology…
Relationship Building+
Internet Presence=
Successful Online Community & A World Class Campus Ministry
Creating an Effective Web Creating an Effective Web SiteSite
Power Of Your Web SitePower Of Your Web Site
More than 50% said that
they would
NOT have taken further action if they had not first visited charity
Web site
More than 50% said that
they would
NOT have taken further action if they had not first visited charity
Web siteToward e-engagement Nonprofits and Individuals Engaging Online – Kellogg Foundation
Engaging WebsitesEngaging Websites
What to do you expect when you visit a website?
What makes them “work” for you?
An Effective SiteAn Effective Site
Provides information or solves a problem Don’t make users struggle to find information
Easy to use• Consistent layout throughout• Clear type, navigation & links• Concise instructions for online giving
Consistent with brand Always Current Integrated with all Communications
Strategies
You Have A Website… You Have A Website…
Now… How will they find you?
Search Engines (85% use them!) Tell them!
• Letterhead• Pledge Cards• Newsletters• Business Cards • Email Signatures
Once They Found You…Once They Found You…
What do they do?
1. Can they get something?
2. Can they do something?
3. Can they give something?
Your goal – to get something from them!
Can They Get Something?Can They Get Something?
Information Documents Devotionals Member Lists Event Details
WHAT ELSE????
Calendars Newsletters Podcasts/Blogs Stewardship
Information
83% of Internet users expect to find product information on the Internet
- Pew Internet Project
Can They Do Something? Can They Do Something?
Register for an event, retreat or mission trip
Join – Become a member Update their information Watch a video or download a podcast Purchase cool campus ministry
merchandise Donate online What else?
Can They Give Something?Can They Give Something?
Time – Volunteer for a ministry
Goods (in kind gifts)Money
An Overall StrategyAn Overall Strategy
Sign Up For Newsletter
Multiple Ways
To Support & Get Involved
Donate Now
Get, Give, DoGet, Give, Do
Do!
Get!
Give!
Gathering InformationGathering Information
Why do Ministry Websites Fail?Why do Ministry Websites Fail?
"Why Web Sites Fail and What To Do About It“ by Michael C. Gilbert
Secrets to SuccessSecrets to Success
Eyes move across the top left to right & then down the left side • 10 o'clock position is prime - Eyes hesitate at 5
o'clock. The most common problem: unreadable type Determine the main message & create a
button in active form Make every question relevant. Every
question you ask lowers the conversion rate, so make them count.
Layout tweaks can make a significant difference in the result
Databases & Databases & IntegrationIntegration
ProspectWebsite
Gather InformationUse Email
Database
Keep it SimpleKeep it Simple
Your database can even be with you and usable anytime & anywhere!
AnalysisAnalysis
How are gifts designated?
Who are your top donors?
Who are your top prospects?
How many new donors do you have?
How many donors increase/decrease giving?
How many donors are lapsing?
How are gifts designated?
How many new, increasing, decreasing, lapsed…?
How many new, increasing, decreasing, lapsed…?
Benchmarking - What is it?Benchmarking - What is it?
Reports that let you compare your fundraising activities and results to other nonprofit organizations! • Filter the data to match your results to organizations that are
similar to you in type, size and location.
Benchmark Reporting module is designed to gather aggregate statistics from a large number of participating eTapestry/FEP customer databases. • The data is then displayed side-by-side with the same statistics
from your own database, giving you a comparison between your organization and other nonprofits.
Having access to this data will allow you to see where your strengths and weaknesses lie in comparison to similar groups. • supports growth-oriented strategic planning and budgeting for
your fundraising programs, enabling you to raise more money!
Benchmark Giving Trends & Benchmark Giving Trends & ComparisonsComparisons
We are losing current donors, not focusing enough of our stewardship time on lapsed donors, and spending more money to acquire donors
Member LoyaltyMember Loyalty
Your ability to fund your mission is dependent on the generosity of donors. However, the loyalty of donors is what allows you to sustain, plan, and expand your mission. Do you know if your donors are “loyal” to your organization?
Can provide a scientific measurement of individual donor loyalty, which provides accurate insight into future donor behavior.
Member LoyaltyMember Loyalty
Integrated ToolsIntegrated Tools
Grant Research Matching Gift Resources Planned Gift Calculators Prospect Research Online Giving Website Integration
Grant ResearchGrant Research
Matching GiftsMatching Gifts
Planned Gift CalculatorsPlanned Gift Calculators
Prospect ResearchProspect Research
It is Safe to SayIt is Safe to Say
Communications build strong Relationships
Tithing & Giving is still based upon Relationships
The Internet expands our opportunity for Communications
Technology is & will be part of any non profit organization
Technology comes in many forms
Usage levels the “playing field”
Increased success with technology (more with less!)
Online/offline strategies must be coordinated
Expand giving by building stronger relationships
It’s not just for kids anymore
It’s used by the educated & engaged
Used for more than media downloads & fantasy football
The Internet is used by your constituents…or someone else's
Take Your Community Online!Take Your Community Online!
To establish a strong
foundation for growth
& effectiveness, you must be able to attract and
engage members,
build meaningful relationships, increase involvemen
t & encourage
ongoing support.
To establish a strong
foundation for growth
& effectiveness, you must be able to attract and
engage members,
build meaningful relationships, increase involvemen
t & encourage
ongoing support.
Build a more effective ministry Increase outreach Nurture and cultivate member
relationships, and Decrease communication costs
while streamlining administrative processes.
Favorite Online ResourcesFavorite Online Resources
www.idealware.org www.ephilanthropy.com www.firstgiving.com www.etapestry.com www.convio.com www.techsoup.com www.guidestar.org www.myspace.com www.charitablegift.org/
planning_evaluate_financials_form990.shtml http://ephilanthropy.org/GNRC www.ministryventures.org
QuestionsQuestions
Thanks!Thanks!
Pam Dechert, CFRE, ePMT
eTapestry
www.etapestry.com
317.336.3895
Laurie Kish
Petrus Development
www.petrusdevelopment.com
512.263.9919