digital fundraising pp 130610
TRANSCRIPT
Using Digital to Bridge the
Communication Gap
Planet Philanthropy
June 10th 2013
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@MagnifyGood | @RoxanneJoffe | @MelissaKoss_
@RoxanneJoffe | [email protected]
@MelissaKoss | [email protected]
@MagnifyGood | #AFP13PP | #COMBRIDGE
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“ We are in the throes of a
transition where every publication
has to think of their digital
strategy.”
"Giving away money effectively is
almost as hard as earning it in the
first place. I'm many years away
from wanting to divert a lot of my
attention in that direction."
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It's not about the ask
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Let’s explore this New World of
Digital Fundraising.
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What Foundations Do
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The Findings of the Study Show:
• Most foundations use social media tools in their work.
• Very few grantees use social media from their foundation funders or
their funders’ staff.
• Grantees that do use foundations’ social media find those resources
less helpful than other communication resources for learning about
the foundation.
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What Grantees Do
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What’s the one thing you wish nonprofits
“got” about social media
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I wish nonprofits would use it as a
platform for new work, not a way to hide
from doing the old work.
-Seth Godin, New York Times Bestselling
author and inspiring business artist
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I wish Non-profits would realize that if
you take risks and do interesting
projects leveraging technology in
innovative ways, social media will take
care of itself.
- AJ Leon, Nomad and Doer of Good
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“Like most businesses, non-profits tend to look
at social media as a money-first or money-only
channel. So I would recommend they temper the
expectations that social is about fundraising and
just focus on being a resource, useful and/or
entertaining to their core audience. Make people
happy with your content. The donations will
come.”
- Jason Falls, Founder SocialMediaExplorer.com
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6 Step Action Plan for Digital Fundraising
Success
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6 Steps
1. Identify Objectives
2. Understand Funder Personas
3. Identify Gaps
4. Build/Create Digital Content
5. Organize Distribution
6. Measure Your Results
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Step1: Identify Objectives
Step One Step TwoStep
ThreeStep Four Step Five Step Six
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ThreeStep Four Step Five Step Six
Identify Objectives
Establish Your Benchmarks
• Assess your staff and resources
• Come up with a plan for distribution
• Assess existing assets
• Executive leadership commitment
Step One Step TwoStep
ThreeStep Four Step Five Step Six
Identify Objectives#AFP13PP | #COMBRIDGE
Review Communications Objectives
• Identify causes/ initiatives that will be supported by digital media
• Identify Core Values and Strategic Objectives
• Make Use of Core Competencies in digital media communications
Step One Step TwoStep
ThreeStep Four Step Five Step Six
Identify Objectives#AFP13PP | #COMBRIDGE
Evaluate the Digital Fundraising Landscape
• List similar organizations’ content
• Monitor important pieces of information on an ongoing basis
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Chime for Change
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Identify Objectives#AFP13PP | #COMBRIDGE
Evaluate the Fundraising Landscape
• List similar organizations’ content
• Monitor important pieces of information on an ongoing basis
• Share findings in a team setting
Step One Step TwoStep
ThreeStep Four Step Five Step Six
Identify Objectives#AFP13PP | #COMBRIDGE
Outline Your Digital Media Communications
Objectives
• Map out your objectives for the next 12-18 months
– Absolute Minimum
– Realistic
– Blue Sky
Step One Step TwoStep
ThreeStep Four Step Five Step Six
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Step2: Understand Funder Personas
Step One Step TwoStep
ThreeStep Four Step Five Step Six
Understanding Personas#AFP13PP | #COMBRIDGE
Step One Step TwoStep
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Understanding Personas#AFP13PP | #COMBRIDGE
Identify Funder Personas
Step One Step TwoStep
ThreeStep Four Step Five Step Six
Understanding Personas#AFP13PP | #COMBRIDGE
Create Written Funder Persona Profiles
• Demographic
• Psychographic
• Sociographic
• How they use/interact with digital media
Step One Step TwoStep
ThreeStep Four Step Five Step Six
Understanding Personas#AFP13PP | #COMBRIDGE
Description
At X Corp for 8 years, Cindy is a visionary strategist who is responsible for designing the
overarching corporate social responsibility strategy for the company. With nearly a decade
under her belt at X Corp, Cindy struggles with demonstrating and communicating the value
of her CSR efforts to the rest of the company, including shareholders and board members.
She grapples with an internal disconnect between her department and other practices in
the company.
In 2010, she launched a local campaign the delivers hunger relief, aligning X corp’s food
and beverage focus with one that will help low-income families in their local community
access the nutrition they need.
Now in its second year, the hunger relief campaign needs to scale and build awareness on
a national level. Cindy is struggling to formulate the right approach to give X corp’s
initiative the impact and attention it deserves.
A numbers person, Cindy responds well to the business sensibility of CSR and these
biases impact who she perceives is an agreeable partner. Cindy needs a partner who
understands business and has special talents in creating strategies that address her
needs, can anticipate trends and maximize the return on investment.
Wants and Needs
•Looking for a partner who not only gets “philanthropy” but gets CSR as a business
principle. Understands philanthropy is only a tiny segment of CSR.
•Needs a message that resonates with a business mentality
•Would find the Bridge exercise useful and would be very interested in results before
moving forward. Would use Bridge results as a way to justify bringing on outside expertise.
Cindy CSR
Profile: Social-sector savvy
with a flair for finance and a
skill for aligning CSR
partnerships to company
brand and mission.
Gender: Female
Age: 46
Occupation: Vice President
CSR at X Corporation
Step One Step TwoStep
ThreeStep Four Step Five Step Six
Understanding Personas#AFP13PP | #COMBRIDGE
How do I create personas?
1. Define Your Segments
2. Define Demographics
3. Articulate Their Values and Beliefs
4. Get Under Their Skin
5. Define The Value They Get From Your Organization
6. Give Them a Face and a Name
7. Share Your Personas
8. Refine Your Persona
Step One Step TwoStep
ThreeStep Four Step Five Step Six
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Step 3: Identify Gaps
Step One Step TwoStep
ThreeStep Four Step Five Step Six
Identify Gaps#AFP13PP | #COMBRIDGE
Identify Gaps
• List Your Existing Digital Media Assets
• List Non-Digital Media Content
• Identify Digital Media by Stage
• Identify Digital Media by Funder Persona
• Identify Gaps in Your Digital Media
Step One Step TwoStep
ThreeStep Four Step Five Step Six
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Step 4: Build & Create Digital Content
Step One Step TwoStep
ThreeStep Four Step Five Step Six
Build/Create Digital Media#AFP13PP | #COMBRIDGE
Identify Key Messages
• Central to you entire communication strategy
• Get everyone on the same page
• Create "talking points" pocket sized cards
• Distribute to everyone
– Board Members
– Staff
– Volunteers
– Supporters
Step One Step TwoStep
ThreeStep Four Step Five Step Six
Build/Create Digital Media#AFP13PP | #COMBRIDGE
Generate Content Ideas
• Curate Content
• Ask Your Audience
• Do an Interview
• Solicit Guest Posts
• Explain Your Success and Failures
Step One Step TwoStep
ThreeStep Four Step Five Step Six
Build/Create Digital Media#AFP13PP | #COMBRIDGE
Outline Standards for Quality
• Design Templates
• Graphic Standards
• Proof Reading Processes
• Publishing Schedules
Step One Step TwoStep
ThreeStep Four Step Five Step Six
Build/Create Digital Media#AFP13PP | #COMBRIDGE
Ensure Consistency
• Develop an Editorial Calendar
– Blog Posts
– Newsletters
– Webinars
Step One Step TwoStep
ThreeStep Four Step Five Step Six
Build/Create Digital Media#AFP13PP | #COMBRIDGE
Repurpose Whenever Possible
• White Paper
– Webinars
– Infographic
– Blog Posts (multiple)
– Podcasts
– SlideShare
– FB Posts
– Tweets
Step One Step TwoStep
ThreeStep Four Step Five Step Six
Build/Create Digital Media#AFP13PP | #COMBRIDGE
Digital and the Funding Process
• Research
– Creating Awareness and Attracting Attention
– Initial Website or Blog Visit
• Cultivation
– Subscribe to Email List/Download a White Paper
– Education/Nurturing
• Ask
– Advocacy Call to Action
– Funding Call to Action
• Thank You for Advocacy/Funding Support
Step One Step TwoStep
ThreeStep Four Step Five Step Six
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Step 5: Organize Distribution
Step One Step TwoStep
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Organize Distribution#AFP13PP | #COMBRIDGE
Select the Right Channel to Promote Your
Digital Content
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Organize Distribution#AFP13PP | #COMBRIDGE
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Organize Distribution#AFP13PP | #COMBRIDGE
5 Tips
1. Read Blogs
1. Use Excited People as Authors
1. Post Consistently
1. Have an RSS Feed and Comments
1. Just Do It!
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Organize Distribution#AFP13PP | #COMBRIDGE
Social Media Platforms
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Organize Distribution#AFP13PP | #COMBRIDGE
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Organize Distribution#AFP13PP | #COMBRIDGE
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Organize Distribution#AFP13PP | #COMBRIDGE
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Organize Distribution#AFP13PP | #COMBRIDGE
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Organize Distribution#AFP13PP | #COMBRIDGE
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Organize Distribution#AFP13PP | #COMBRIDGE
5 Tips
1. Tell a story
2. Show a process
3. Call to action
4. Make people think
5. Show results
Step One Step TwoStep
ThreeStep Four Step Five Step Six
Organize Distribution#AFP13PP | #COMBRIDGE
And don't Forget.....
Step One Step TwoStep
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Step 6: Measure Your Results
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Measure Your Results#AFP13PP | #COMBRIDGE
Step 6: Measure Your Results
• Keep Track of Performance
• Test, Test and Test again
– What's Working
– What's not working
• What are indicators of activity - What is your measure of success?
• Monitor your digital performance
• Measure you digital media efforts and report on progress
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Closing Thoughts