face-to-face fundraising: best practices & new initiatives

126
FacetoFace Fundraising: Best Practices & New Initiatives 4/20/16 Noon Eastern The presentation will begin shortly.

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Face-shy‐to-shy‐Face Fundraising Best Practices amp New

Initiatives

42016 Noon Eastern

The presentation will begin shortly

3

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 QampA 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-shy‐in info from ReadyTalk)

Before we get started raquo

3

httpsbloomerangcodemovideo

3

Our guest presenter raquoDaryl Upsall FInstF

33+ years with over 230 nonprofits in 62 countries

Intl Fundraising Director for Greenpeace Intl

Daryl Upsall amp Associates

Fellow of the UK Institute of Fundraising amp a Vice-shy‐Chair of AFP

copy Daryl Upsall amp Associates SL 1

FACE TO FACE FUNDRAISING BEST PRACTICE

amp NEW INITIATIVES Daryl Upsall FInstF

Daryl Upsall amp Associates SL wwwdarylupsallcom

copy Daryl Upsall amp Associates SL 2

Hei

copy Daryl Upsall amp Associates SL 3

DARYL UPSALL FInstF bull Daryl Upsall is an internationally renowned

fundraising leader with over 30 years of experience

bull He was the former International Fundraising Director of Greenpeace International where he raised over $1 billion USD

bull Raised 25 m UK pounds for Nelson Mandela and ANC for first election

bull He is a Fellow of the Institute of Fundraising (UK) and an AFP International Board Member amp Vice-Chair (USA)

Worked in

copy Daryl Upsall amp Associates SL 4

OUR GROUP OF COMPANIES

bull Daryl Upsall amp Associates The Fundraising Company International Fundraising Fundraising Estrategias and wwwglobalcharityjobscom are all part of the DUCI family

bull Most of the worldrsquos largest INPOs UN agencies Red Cross etc are our clients

bull In 2014 The Fundraising Company generated 47000 new donors via the telephone

bull Since 2003 The Fundraising Company and International Fundraising have raised over 856 million euro for clients in Spain

bull Also in 2015 the face to face agency International Fundraising in Spain recruited 114920 new donors for its clients It also operates in Italy Portugal Colombia Mexico Peru and Poland

copy Daryl Upsall amp Associates SL 5

THIS SESSION

Love it or hate it F2F

fundraising represents an estimated $1 billion USD in non-profit investment annually

Are you getting the best return

for your investmentrdquo

copy Daryl Upsall amp Associates SL 6

ActionAid UK

copy Daryl Upsall amp Associates SL 7

WHERE IT ALL BEGANAND CONTINUES

bull Started 20 years ago in Austria by Greenpeace and Dialogue Direct

bull Austrian church claimed Greenpeace was reducing church collections

copy Daryl Upsall amp Associates SL 8

FACE TO FACE WORLDWIDE

copy Daryl Upsall amp Associates SL 9

LEXICON OF F2F FUNDRAISING

What are we talking about ndash the tool bull Face to face (F2F) bull Direct dialogue (DD) bull Door to door (D2D) bull Street fundraising bull Canvassing bull Dialoguing bull Facing bull hellip

copy Daryl Upsall amp Associates SL 10 10

LEXICON OF F2F FUNDRAISING

What are we talking about ndash the people bull Fundraisers bull Facers bull Direct dialoguers bull Canvassers bull Frontliners bull Recruiters bull Team leaders bull ldquoChuggersrdquo hellip or ldquoChangelsrdquo

copy Daryl Upsall amp Associates SL 11

LEXICON OF F2F FUNDRAISING

What are we NOT talking about bull Major donor fundraising bull Cash collections bull Street collections bull Canvassing for chequescashpledges bull Petition signing bull Public education programmes

copy Daryl Upsall amp Associates SL 12

UNHCR Thailand

copy Daryl Upsall amp Associates SL 13

WHO DOES IT WORK FOR

bull Every NGO but the more emotive the cause cancer kids and animals tends to make it easier

bull Child sponsorship is perhaps the easiest product to raise new donors for worldwide

bull Being a well known brand is NOT required for the donorhellip mission is more important

copy Daryl Upsall amp Associates SL 14

copy Daryl Upsall amp Associates SL 15

Save the Children UK

copy Daryl Upsall amp Associates SL 16

WHERE IS FACE TO FACE FUNDRAISING

bull Street bull Door to Door bull Events bull Parks bull Inside shops bull Bars and cafes bull Wild animal parkhellip

Aspinall Foundation UK

F2F Medicos del Mundo Madrid Spain

copy Daryl Upsall amp Associates SL 17

WHERE IS FACE TO FUNDRAISING

bull Workplace bull Malls bull Airports bull Metros bull Hospitals bull Transport hubs bull To be invented where the

public is

copy Daryl Upsall amp Associates SL 18

Save the Children South Africa and Korea

copy Daryl Upsall amp Associates SL 19

TYPES OF F2F MODEL

In house

Agencyoutsourced

Hybrid

Volunteerhellip really

copy Daryl Upsall amp Associates SL 20

EVER CHANGING WORLD OF F2F SUPPLIERShellip

copy Daryl Upsall amp Associates SL 21

KNOW YOUR F2F KPIS ndash WHAT TO MEASURE AND WHY

copy Daryl Upsall amp Associates SL 22

WHATrsquoS A KPI

KEY PERFORMANCE INDICATOR

copy Daryl Upsall amp Associates SL 23

WHATrsquoS A F2F KPI

Sign up rate

Fulfilment rate

Attrition rates

Average gift

Cost per donor (CPA)

Return on Investment

copy Daryl Upsall amp Associates SL 24

SIGN UP RATE

Per hour

Per day

Per shift

Leads

Per hour

Per day

Per shift

Donors

copy Daryl Upsall amp Associates SL 25

DIFFERENCES

Paying for time bull Your sign up rate

determines your cost per contactlead

bull Your fulfilment rate determines your cost per donor (more on this soon)

bull A key metric for in house operations

Paying per donor bull Donor costs are fixed bull Sign up rate less a concern

but bull Donrsquot ignore it as it affects

the efficiency of your campaign and the performance of your vendor

copy Daryl Upsall amp Associates SL 26

FULFILMENT

Fulfilment Occurs only when those who have agreed to become a pledge

donor actually make their first automatic payment Fulfilment can also refer to the process required to

get people to start paying

copy Daryl Upsall amp Associates SL 27

So do you really have a new F2F donor

bull When she has said yes on the street

bull When she has filled in the form

bull When you have said ldquoThank yourdquo to her

bull When she has told her girlfriend in an effort to impress her

27

FULFILMENT

copy Daryl Upsall amp Associates SL 28

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 29

=

SO WHERE IS FACE TO FACE RIGHT NOW

copy Daryl Upsall amp Associates SL 30 30

1 Media public and regulator negativism

2 More diversity - away from the street

3 More engagement - interactivity and creativity

4 Focus on donor loyalty and development

5 More efficiency - technology and processes

CURRENT F2F TRENDS

copy Daryl Upsall amp Associates SL 31

copy Daryl Upsall amp Associates SL 32

copy Daryl Upsall amp Associates SL 33

copy Daryl Upsall amp Associates SL 34 34

USING FACE TO FACEDOOR TO DOOR FUNDRAISING TO BUILD A POSITIVE PUBLIC PROFILE

bull Physically visiblehellipout there bull Before launch ndash internal and

external PR bull Press releasing and local

media ndash Before and after launch

copy Daryl Upsall amp Associates SL 35

POSITIVE PRE- CAMPAIGN MEDIA - UNICEF SPAIN

ldquoExcuse me would you like to become a member of a charity San Sebastian Spain

copy Daryl Upsall amp Associates SL 36

copy Daryl Upsall amp Associates SL 37

Save the Children UK

copy Daryl Upsall amp Associates SL 38

Save the Children UK

copy Daryl Upsall amp Associates SL 39

copy Daryl Upsall amp Associates SL 40

HONG KONG F2F MONTHLY GIVING ALLIANCE

copy Daryl Upsall amp Associates SL 41

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 42

DIVERSIFICATION OF LOCATIONS AND PRESENCE

copy Daryl Upsall amp Associates SL 43 43

DIVERSIFICATION

copy Daryl Upsall amp Associates SL 44 44

DOOR TO DOOR (D2D)

Benefits bull Audience segmentation bull Higher average donor age bull Data availability bull Opportunities beyond large

urban centres bull Suitable for wider range of

fundraiser profiles bull Better fulfilment and

attrition rates

copy Daryl Upsall amp Associates SL 45 45

DOOR TO DOOR (D2D)

Challenges bull Specific housing and

demographic issues bull Security concerns and

access to donors bull Working schedules to

engage with employed donors

bull Self-exclusion or opt-out bull Legal issues

copy Daryl Upsall amp Associates SL 46 46

PRIVATE SITES Corporate

Retail

Events

copy Daryl Upsall amp Associates SL 47

Benefits bull Audience segmentation (eg B2B airport

venues etc) bull Access to multiple sites through single

agreement bull Opportunities to benefit from (and

strengthen) corporate relationships bull Potential for more innovative and interactive

engagement bull Weather-proofing bull Secure environment bull Geographical spread bull Generally higher productivity and donor

quality bull Legitimacy and credibility

PRIVATE SITES

copy Daryl Upsall amp Associates SL 48

bull Challenges bull Restricted access to sites (resource

intensive booking process) bull Potential costs for venue space

(especially shopping malls and events)

bull Barriers to scale-up bull Restrictions to movement bull Additional stand materials bull Fundraiser profiles training and

quality control

PRIVATE SITES

copy Daryl Upsall amp Associates SL 49

ROAMING TEAMS

49

bull Access to new audiences bull Higher productivity bull Motivating for fundraisers

copy Daryl Upsall amp Associates SL 50

OUT WITH THE OLD

copy Daryl Upsall amp Associates SL 51

HOUSTON GALLERIA WORLD VISION US

IN WITH THE NEW

copy Daryl Upsall amp Associates SL 52

SAVE THE CHILDREN - BOSTON

copy Daryl Upsall amp Associates SL 53

WORLD VISION SEATTLE 2012 ndashFOCUSED ON MICRO LOANS

copy Daryl Upsall amp Associates SL 54

HEART amp STROKE FOUNDATION - CANADA

copy Daryl Upsall amp Associates SL 55

copy Daryl Upsall amp Associates SL 56

WORLD VISION SEATTLE FOCUSED ON GIFT CATALOGUE

copy Daryl Upsall amp Associates SL 57

FACE TO FACE FUNDRAISING TODAYhellip AND TOMORROW

copy Daryl Upsall amp Associates SL 58

copy Daryl Upsall amp Associates SL 59

copy Daryl Upsall amp Associates SL 60

copy Daryl Upsall amp Associates SL 61

copy Daryl Upsall amp Associates SL 62 62

MORE INTERACTIVE AND ENGAGING APPROACH

copy Daryl Upsall amp Associates SL 63

10kg

5kg

normal 1-year old child

malnutrition 1-year old child

Comparing weight mid-upper arm of malnutrition and normal 1-year old child using doll+baby carrier

copy Daryl Upsall amp Associates SL 64

F2F TOTAL ENGAGEMENThellipIN BRAZIL

64

copy Daryl Upsall amp Associates SL 65

copy Daryl Upsall amp Associates SL 66

copy Daryl Upsall amp Associates SL 67

copy Daryl Upsall amp Associates SL 68

copy Daryl Upsall amp Associates SL 69

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 70

copy Daryl Upsall amp Associates SL 71

VIRTUAL REALITY ndash WELCOME TO THE FUTURE

71

copy Daryl Upsall amp Associates SL 72

copy Daryl Upsall amp Associates SL 73

FROM THENhellip

73

hellipTO NOW

copy Daryl Upsall amp Associates SL 74

WHATrsquoS THE TECHNOLOGY

copy Daryl Upsall amp Associates SL 75

WHATrsquoS THE KIT

$200 $2-$5

$100

$8-$20

+

copy Daryl Upsall amp Associates SL 76

BACK TO REALITYhellipVIRTUALLY

copy Daryl Upsall amp Associates SL 77

LET ME INTRODUCE YOU TO SIDRAhellip

77

copy Daryl Upsall amp Associates SL 78

SO HOW CAN SIDRA HELP US TO HELP CHILDREN LIKE HER

78

copy Daryl Upsall amp Associates SL 79

VIRTUAL REALITYhellipMAKING A DIFFRENCE

This experience has opened us doors to make recruitment with Face to Face in companies from our corporate alliances hellip and in the case of telcos this VR activity puts UNICEF closer to their business Rocio Salinas Asensio UNICEF Spain

copy Daryl Upsall amp Associates SL 80 80

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 81

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 82

HOW COULD YOU USE A VR EXPERIENCE

82

bull Where bull Who bull How bull What else

copy Daryl Upsall amp Associates SL 83

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 84

FOCUS ON DONOR LOYALTY AND DEVELOPMENT

copy Daryl Upsall amp Associates SL 85

donors

BUT WE HAVE A PROBLEM

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RETENTION IS THE NEW ACQUISITION CUSTOMER SERVICE IS THE NEW MARKETING - JOE CONNELLY

copy Daryl Upsall amp Associates SL 87 87 87

F2F WELCOME CALL

bull Thanks the donor again bull Reinforces the charity message bull Lets donors know that you like to

listen to them and donrsquot always ask for money

bull Provides more insight into donor motivations

bull Reality check on the donorrsquos understanding of the long term commitment

bull Enhances and confirms data Reduces Early Attritionconsiderably

copy Daryl Upsall amp Associates SL 88

DONOR COMMUNICATIONS

How a new committed

donor is approached and recruited is a key determinant of all subsequent communications

copy Daryl Upsall amp Associates SL 89 89

KEY FACTORS - ENGAGING DONORS

bull Sending the right communications

bull At the right frequency bull With the right message bull In the most suitable

mediumhellipnamely telephone SMS email web

copy Daryl Upsall amp Associates SL 90

DONORS RESPOND DIFFERENTLYhellip SO NEED TO BE TREATED DIFFERENTLY

bull Direct mailpress advert recruited donors are likely to respond better to communications by mail and printed communications

bull New media recruited donors will respond better to emails and text

bull Face to face donors respond best to the telephone

90

copy Daryl Upsall amp Associates SL 91

DONOR COMMUNICATIONS

Face to face recruited donors normally are not interested in printed communication in new media and especially telephone

It is a continuation of the

ldquoconversationrdquo and ldquodialoguerdquo with the charity

copy Daryl Upsall amp Associates SL 92

DONOR COMMUNICATIONS ampldquoTOUCH POINTSrdquo

Research across 100s of NGOs in many countries consistently show that if a donor has more ldquopositive contactsrdquo or ldquotouch pointsrdquo it ndash Builds trust and loyalty ndash Increases responses rates to

appeals and upgrades ndash Reduces attrition ndash Develops the donor journey ndash Increases lifetime value

copy Daryl Upsall amp Associates SL 93

CALLING DONORS

93

Benefits bull Data validation (financial

e-mail phone address) bull Quicker data transfer and

processing bull Immediate welcome

communication bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 94

LISTEN amp OFFER CHOICE

Listen bull Encourage donors to call

write blog etc ndash but make sure you are ready for it

bull Survey donor bull Call them and ask their

opinion or just how they are bull Let them input (eg

Greenpeace ship naming)

Offer choice bull By which method are

communicated with bull How often the are

communicated with bull How they want to

engagehellipor not bull Even offer donation

holidays and downgrades in tough times

94

copy Daryl Upsall amp Associates SL 95

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 96

THANK YOU ndash MEMBER GET MEMBER CALL

bull Normally 20 give names and telephone numbers of 2 people (that means 40 out of all the contacted)

bull 15 of those called convert to monthly donors

copy Daryl Upsall amp Associates SL 97

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 98

MAXIMISING DONOR LIFETIME VALUE

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

98 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

3

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 QampA 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-shy‐in info from ReadyTalk)

Before we get started raquo

3

httpsbloomerangcodemovideo

3

Our guest presenter raquoDaryl Upsall FInstF

33+ years with over 230 nonprofits in 62 countries

Intl Fundraising Director for Greenpeace Intl

Daryl Upsall amp Associates

Fellow of the UK Institute of Fundraising amp a Vice-shy‐Chair of AFP

copy Daryl Upsall amp Associates SL 1

FACE TO FACE FUNDRAISING BEST PRACTICE

amp NEW INITIATIVES Daryl Upsall FInstF

Daryl Upsall amp Associates SL wwwdarylupsallcom

copy Daryl Upsall amp Associates SL 2

Hei

copy Daryl Upsall amp Associates SL 3

DARYL UPSALL FInstF bull Daryl Upsall is an internationally renowned

fundraising leader with over 30 years of experience

bull He was the former International Fundraising Director of Greenpeace International where he raised over $1 billion USD

bull Raised 25 m UK pounds for Nelson Mandela and ANC for first election

bull He is a Fellow of the Institute of Fundraising (UK) and an AFP International Board Member amp Vice-Chair (USA)

Worked in

copy Daryl Upsall amp Associates SL 4

OUR GROUP OF COMPANIES

bull Daryl Upsall amp Associates The Fundraising Company International Fundraising Fundraising Estrategias and wwwglobalcharityjobscom are all part of the DUCI family

bull Most of the worldrsquos largest INPOs UN agencies Red Cross etc are our clients

bull In 2014 The Fundraising Company generated 47000 new donors via the telephone

bull Since 2003 The Fundraising Company and International Fundraising have raised over 856 million euro for clients in Spain

bull Also in 2015 the face to face agency International Fundraising in Spain recruited 114920 new donors for its clients It also operates in Italy Portugal Colombia Mexico Peru and Poland

copy Daryl Upsall amp Associates SL 5

THIS SESSION

Love it or hate it F2F

fundraising represents an estimated $1 billion USD in non-profit investment annually

Are you getting the best return

for your investmentrdquo

copy Daryl Upsall amp Associates SL 6

ActionAid UK

copy Daryl Upsall amp Associates SL 7

WHERE IT ALL BEGANAND CONTINUES

bull Started 20 years ago in Austria by Greenpeace and Dialogue Direct

bull Austrian church claimed Greenpeace was reducing church collections

copy Daryl Upsall amp Associates SL 8

FACE TO FACE WORLDWIDE

copy Daryl Upsall amp Associates SL 9

LEXICON OF F2F FUNDRAISING

What are we talking about ndash the tool bull Face to face (F2F) bull Direct dialogue (DD) bull Door to door (D2D) bull Street fundraising bull Canvassing bull Dialoguing bull Facing bull hellip

copy Daryl Upsall amp Associates SL 10 10

LEXICON OF F2F FUNDRAISING

What are we talking about ndash the people bull Fundraisers bull Facers bull Direct dialoguers bull Canvassers bull Frontliners bull Recruiters bull Team leaders bull ldquoChuggersrdquo hellip or ldquoChangelsrdquo

copy Daryl Upsall amp Associates SL 11

LEXICON OF F2F FUNDRAISING

What are we NOT talking about bull Major donor fundraising bull Cash collections bull Street collections bull Canvassing for chequescashpledges bull Petition signing bull Public education programmes

copy Daryl Upsall amp Associates SL 12

UNHCR Thailand

copy Daryl Upsall amp Associates SL 13

WHO DOES IT WORK FOR

bull Every NGO but the more emotive the cause cancer kids and animals tends to make it easier

bull Child sponsorship is perhaps the easiest product to raise new donors for worldwide

bull Being a well known brand is NOT required for the donorhellip mission is more important

copy Daryl Upsall amp Associates SL 14

copy Daryl Upsall amp Associates SL 15

Save the Children UK

copy Daryl Upsall amp Associates SL 16

WHERE IS FACE TO FACE FUNDRAISING

bull Street bull Door to Door bull Events bull Parks bull Inside shops bull Bars and cafes bull Wild animal parkhellip

Aspinall Foundation UK

F2F Medicos del Mundo Madrid Spain

copy Daryl Upsall amp Associates SL 17

WHERE IS FACE TO FUNDRAISING

bull Workplace bull Malls bull Airports bull Metros bull Hospitals bull Transport hubs bull To be invented where the

public is

copy Daryl Upsall amp Associates SL 18

Save the Children South Africa and Korea

copy Daryl Upsall amp Associates SL 19

TYPES OF F2F MODEL

In house

Agencyoutsourced

Hybrid

Volunteerhellip really

copy Daryl Upsall amp Associates SL 20

EVER CHANGING WORLD OF F2F SUPPLIERShellip

copy Daryl Upsall amp Associates SL 21

KNOW YOUR F2F KPIS ndash WHAT TO MEASURE AND WHY

copy Daryl Upsall amp Associates SL 22

WHATrsquoS A KPI

KEY PERFORMANCE INDICATOR

copy Daryl Upsall amp Associates SL 23

WHATrsquoS A F2F KPI

Sign up rate

Fulfilment rate

Attrition rates

Average gift

Cost per donor (CPA)

Return on Investment

copy Daryl Upsall amp Associates SL 24

SIGN UP RATE

Per hour

Per day

Per shift

Leads

Per hour

Per day

Per shift

Donors

copy Daryl Upsall amp Associates SL 25

DIFFERENCES

Paying for time bull Your sign up rate

determines your cost per contactlead

bull Your fulfilment rate determines your cost per donor (more on this soon)

bull A key metric for in house operations

Paying per donor bull Donor costs are fixed bull Sign up rate less a concern

but bull Donrsquot ignore it as it affects

the efficiency of your campaign and the performance of your vendor

copy Daryl Upsall amp Associates SL 26

FULFILMENT

Fulfilment Occurs only when those who have agreed to become a pledge

donor actually make their first automatic payment Fulfilment can also refer to the process required to

get people to start paying

copy Daryl Upsall amp Associates SL 27

So do you really have a new F2F donor

bull When she has said yes on the street

bull When she has filled in the form

bull When you have said ldquoThank yourdquo to her

bull When she has told her girlfriend in an effort to impress her

27

FULFILMENT

copy Daryl Upsall amp Associates SL 28

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 29

=

SO WHERE IS FACE TO FACE RIGHT NOW

copy Daryl Upsall amp Associates SL 30 30

1 Media public and regulator negativism

2 More diversity - away from the street

3 More engagement - interactivity and creativity

4 Focus on donor loyalty and development

5 More efficiency - technology and processes

CURRENT F2F TRENDS

copy Daryl Upsall amp Associates SL 31

copy Daryl Upsall amp Associates SL 32

copy Daryl Upsall amp Associates SL 33

copy Daryl Upsall amp Associates SL 34 34

USING FACE TO FACEDOOR TO DOOR FUNDRAISING TO BUILD A POSITIVE PUBLIC PROFILE

bull Physically visiblehellipout there bull Before launch ndash internal and

external PR bull Press releasing and local

media ndash Before and after launch

copy Daryl Upsall amp Associates SL 35

POSITIVE PRE- CAMPAIGN MEDIA - UNICEF SPAIN

ldquoExcuse me would you like to become a member of a charity San Sebastian Spain

copy Daryl Upsall amp Associates SL 36

copy Daryl Upsall amp Associates SL 37

Save the Children UK

copy Daryl Upsall amp Associates SL 38

Save the Children UK

copy Daryl Upsall amp Associates SL 39

copy Daryl Upsall amp Associates SL 40

HONG KONG F2F MONTHLY GIVING ALLIANCE

copy Daryl Upsall amp Associates SL 41

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 42

DIVERSIFICATION OF LOCATIONS AND PRESENCE

copy Daryl Upsall amp Associates SL 43 43

DIVERSIFICATION

copy Daryl Upsall amp Associates SL 44 44

DOOR TO DOOR (D2D)

Benefits bull Audience segmentation bull Higher average donor age bull Data availability bull Opportunities beyond large

urban centres bull Suitable for wider range of

fundraiser profiles bull Better fulfilment and

attrition rates

copy Daryl Upsall amp Associates SL 45 45

DOOR TO DOOR (D2D)

Challenges bull Specific housing and

demographic issues bull Security concerns and

access to donors bull Working schedules to

engage with employed donors

bull Self-exclusion or opt-out bull Legal issues

copy Daryl Upsall amp Associates SL 46 46

PRIVATE SITES Corporate

Retail

Events

copy Daryl Upsall amp Associates SL 47

Benefits bull Audience segmentation (eg B2B airport

venues etc) bull Access to multiple sites through single

agreement bull Opportunities to benefit from (and

strengthen) corporate relationships bull Potential for more innovative and interactive

engagement bull Weather-proofing bull Secure environment bull Geographical spread bull Generally higher productivity and donor

quality bull Legitimacy and credibility

PRIVATE SITES

copy Daryl Upsall amp Associates SL 48

bull Challenges bull Restricted access to sites (resource

intensive booking process) bull Potential costs for venue space

(especially shopping malls and events)

bull Barriers to scale-up bull Restrictions to movement bull Additional stand materials bull Fundraiser profiles training and

quality control

PRIVATE SITES

copy Daryl Upsall amp Associates SL 49

ROAMING TEAMS

49

bull Access to new audiences bull Higher productivity bull Motivating for fundraisers

copy Daryl Upsall amp Associates SL 50

OUT WITH THE OLD

copy Daryl Upsall amp Associates SL 51

HOUSTON GALLERIA WORLD VISION US

IN WITH THE NEW

copy Daryl Upsall amp Associates SL 52

SAVE THE CHILDREN - BOSTON

copy Daryl Upsall amp Associates SL 53

WORLD VISION SEATTLE 2012 ndashFOCUSED ON MICRO LOANS

copy Daryl Upsall amp Associates SL 54

HEART amp STROKE FOUNDATION - CANADA

copy Daryl Upsall amp Associates SL 55

copy Daryl Upsall amp Associates SL 56

WORLD VISION SEATTLE FOCUSED ON GIFT CATALOGUE

copy Daryl Upsall amp Associates SL 57

FACE TO FACE FUNDRAISING TODAYhellip AND TOMORROW

copy Daryl Upsall amp Associates SL 58

copy Daryl Upsall amp Associates SL 59

copy Daryl Upsall amp Associates SL 60

copy Daryl Upsall amp Associates SL 61

copy Daryl Upsall amp Associates SL 62 62

MORE INTERACTIVE AND ENGAGING APPROACH

copy Daryl Upsall amp Associates SL 63

10kg

5kg

normal 1-year old child

malnutrition 1-year old child

Comparing weight mid-upper arm of malnutrition and normal 1-year old child using doll+baby carrier

copy Daryl Upsall amp Associates SL 64

F2F TOTAL ENGAGEMENThellipIN BRAZIL

64

copy Daryl Upsall amp Associates SL 65

copy Daryl Upsall amp Associates SL 66

copy Daryl Upsall amp Associates SL 67

copy Daryl Upsall amp Associates SL 68

copy Daryl Upsall amp Associates SL 69

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 70

copy Daryl Upsall amp Associates SL 71

VIRTUAL REALITY ndash WELCOME TO THE FUTURE

71

copy Daryl Upsall amp Associates SL 72

copy Daryl Upsall amp Associates SL 73

FROM THENhellip

73

hellipTO NOW

copy Daryl Upsall amp Associates SL 74

WHATrsquoS THE TECHNOLOGY

copy Daryl Upsall amp Associates SL 75

WHATrsquoS THE KIT

$200 $2-$5

$100

$8-$20

+

copy Daryl Upsall amp Associates SL 76

BACK TO REALITYhellipVIRTUALLY

copy Daryl Upsall amp Associates SL 77

LET ME INTRODUCE YOU TO SIDRAhellip

77

copy Daryl Upsall amp Associates SL 78

SO HOW CAN SIDRA HELP US TO HELP CHILDREN LIKE HER

78

copy Daryl Upsall amp Associates SL 79

VIRTUAL REALITYhellipMAKING A DIFFRENCE

This experience has opened us doors to make recruitment with Face to Face in companies from our corporate alliances hellip and in the case of telcos this VR activity puts UNICEF closer to their business Rocio Salinas Asensio UNICEF Spain

copy Daryl Upsall amp Associates SL 80 80

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 81

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 82

HOW COULD YOU USE A VR EXPERIENCE

82

bull Where bull Who bull How bull What else

copy Daryl Upsall amp Associates SL 83

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 84

FOCUS ON DONOR LOYALTY AND DEVELOPMENT

copy Daryl Upsall amp Associates SL 85

donors

BUT WE HAVE A PROBLEM

copy Daryl Upsall amp Associates SL 86

RETENTION IS THE NEW ACQUISITION CUSTOMER SERVICE IS THE NEW MARKETING - JOE CONNELLY

copy Daryl Upsall amp Associates SL 87 87 87

F2F WELCOME CALL

bull Thanks the donor again bull Reinforces the charity message bull Lets donors know that you like to

listen to them and donrsquot always ask for money

bull Provides more insight into donor motivations

bull Reality check on the donorrsquos understanding of the long term commitment

bull Enhances and confirms data Reduces Early Attritionconsiderably

copy Daryl Upsall amp Associates SL 88

DONOR COMMUNICATIONS

How a new committed

donor is approached and recruited is a key determinant of all subsequent communications

copy Daryl Upsall amp Associates SL 89 89

KEY FACTORS - ENGAGING DONORS

bull Sending the right communications

bull At the right frequency bull With the right message bull In the most suitable

mediumhellipnamely telephone SMS email web

copy Daryl Upsall amp Associates SL 90

DONORS RESPOND DIFFERENTLYhellip SO NEED TO BE TREATED DIFFERENTLY

bull Direct mailpress advert recruited donors are likely to respond better to communications by mail and printed communications

bull New media recruited donors will respond better to emails and text

bull Face to face donors respond best to the telephone

90

copy Daryl Upsall amp Associates SL 91

DONOR COMMUNICATIONS

Face to face recruited donors normally are not interested in printed communication in new media and especially telephone

It is a continuation of the

ldquoconversationrdquo and ldquodialoguerdquo with the charity

copy Daryl Upsall amp Associates SL 92

DONOR COMMUNICATIONS ampldquoTOUCH POINTSrdquo

Research across 100s of NGOs in many countries consistently show that if a donor has more ldquopositive contactsrdquo or ldquotouch pointsrdquo it ndash Builds trust and loyalty ndash Increases responses rates to

appeals and upgrades ndash Reduces attrition ndash Develops the donor journey ndash Increases lifetime value

copy Daryl Upsall amp Associates SL 93

CALLING DONORS

93

Benefits bull Data validation (financial

e-mail phone address) bull Quicker data transfer and

processing bull Immediate welcome

communication bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 94

LISTEN amp OFFER CHOICE

Listen bull Encourage donors to call

write blog etc ndash but make sure you are ready for it

bull Survey donor bull Call them and ask their

opinion or just how they are bull Let them input (eg

Greenpeace ship naming)

Offer choice bull By which method are

communicated with bull How often the are

communicated with bull How they want to

engagehellipor not bull Even offer donation

holidays and downgrades in tough times

94

copy Daryl Upsall amp Associates SL 95

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 96

THANK YOU ndash MEMBER GET MEMBER CALL

bull Normally 20 give names and telephone numbers of 2 people (that means 40 out of all the contacted)

bull 15 of those called convert to monthly donors

copy Daryl Upsall amp Associates SL 97

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 98

MAXIMISING DONOR LIFETIME VALUE

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

98 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

3

httpsbloomerangcodemovideo

3

Our guest presenter raquoDaryl Upsall FInstF

33+ years with over 230 nonprofits in 62 countries

Intl Fundraising Director for Greenpeace Intl

Daryl Upsall amp Associates

Fellow of the UK Institute of Fundraising amp a Vice-shy‐Chair of AFP

copy Daryl Upsall amp Associates SL 1

FACE TO FACE FUNDRAISING BEST PRACTICE

amp NEW INITIATIVES Daryl Upsall FInstF

Daryl Upsall amp Associates SL wwwdarylupsallcom

copy Daryl Upsall amp Associates SL 2

Hei

copy Daryl Upsall amp Associates SL 3

DARYL UPSALL FInstF bull Daryl Upsall is an internationally renowned

fundraising leader with over 30 years of experience

bull He was the former International Fundraising Director of Greenpeace International where he raised over $1 billion USD

bull Raised 25 m UK pounds for Nelson Mandela and ANC for first election

bull He is a Fellow of the Institute of Fundraising (UK) and an AFP International Board Member amp Vice-Chair (USA)

Worked in

copy Daryl Upsall amp Associates SL 4

OUR GROUP OF COMPANIES

bull Daryl Upsall amp Associates The Fundraising Company International Fundraising Fundraising Estrategias and wwwglobalcharityjobscom are all part of the DUCI family

bull Most of the worldrsquos largest INPOs UN agencies Red Cross etc are our clients

bull In 2014 The Fundraising Company generated 47000 new donors via the telephone

bull Since 2003 The Fundraising Company and International Fundraising have raised over 856 million euro for clients in Spain

bull Also in 2015 the face to face agency International Fundraising in Spain recruited 114920 new donors for its clients It also operates in Italy Portugal Colombia Mexico Peru and Poland

copy Daryl Upsall amp Associates SL 5

THIS SESSION

Love it or hate it F2F

fundraising represents an estimated $1 billion USD in non-profit investment annually

Are you getting the best return

for your investmentrdquo

copy Daryl Upsall amp Associates SL 6

ActionAid UK

copy Daryl Upsall amp Associates SL 7

WHERE IT ALL BEGANAND CONTINUES

bull Started 20 years ago in Austria by Greenpeace and Dialogue Direct

bull Austrian church claimed Greenpeace was reducing church collections

copy Daryl Upsall amp Associates SL 8

FACE TO FACE WORLDWIDE

copy Daryl Upsall amp Associates SL 9

LEXICON OF F2F FUNDRAISING

What are we talking about ndash the tool bull Face to face (F2F) bull Direct dialogue (DD) bull Door to door (D2D) bull Street fundraising bull Canvassing bull Dialoguing bull Facing bull hellip

copy Daryl Upsall amp Associates SL 10 10

LEXICON OF F2F FUNDRAISING

What are we talking about ndash the people bull Fundraisers bull Facers bull Direct dialoguers bull Canvassers bull Frontliners bull Recruiters bull Team leaders bull ldquoChuggersrdquo hellip or ldquoChangelsrdquo

copy Daryl Upsall amp Associates SL 11

LEXICON OF F2F FUNDRAISING

What are we NOT talking about bull Major donor fundraising bull Cash collections bull Street collections bull Canvassing for chequescashpledges bull Petition signing bull Public education programmes

copy Daryl Upsall amp Associates SL 12

UNHCR Thailand

copy Daryl Upsall amp Associates SL 13

WHO DOES IT WORK FOR

bull Every NGO but the more emotive the cause cancer kids and animals tends to make it easier

bull Child sponsorship is perhaps the easiest product to raise new donors for worldwide

bull Being a well known brand is NOT required for the donorhellip mission is more important

copy Daryl Upsall amp Associates SL 14

copy Daryl Upsall amp Associates SL 15

Save the Children UK

copy Daryl Upsall amp Associates SL 16

WHERE IS FACE TO FACE FUNDRAISING

bull Street bull Door to Door bull Events bull Parks bull Inside shops bull Bars and cafes bull Wild animal parkhellip

Aspinall Foundation UK

F2F Medicos del Mundo Madrid Spain

copy Daryl Upsall amp Associates SL 17

WHERE IS FACE TO FUNDRAISING

bull Workplace bull Malls bull Airports bull Metros bull Hospitals bull Transport hubs bull To be invented where the

public is

copy Daryl Upsall amp Associates SL 18

Save the Children South Africa and Korea

copy Daryl Upsall amp Associates SL 19

TYPES OF F2F MODEL

In house

Agencyoutsourced

Hybrid

Volunteerhellip really

copy Daryl Upsall amp Associates SL 20

EVER CHANGING WORLD OF F2F SUPPLIERShellip

copy Daryl Upsall amp Associates SL 21

KNOW YOUR F2F KPIS ndash WHAT TO MEASURE AND WHY

copy Daryl Upsall amp Associates SL 22

WHATrsquoS A KPI

KEY PERFORMANCE INDICATOR

copy Daryl Upsall amp Associates SL 23

WHATrsquoS A F2F KPI

Sign up rate

Fulfilment rate

Attrition rates

Average gift

Cost per donor (CPA)

Return on Investment

copy Daryl Upsall amp Associates SL 24

SIGN UP RATE

Per hour

Per day

Per shift

Leads

Per hour

Per day

Per shift

Donors

copy Daryl Upsall amp Associates SL 25

DIFFERENCES

Paying for time bull Your sign up rate

determines your cost per contactlead

bull Your fulfilment rate determines your cost per donor (more on this soon)

bull A key metric for in house operations

Paying per donor bull Donor costs are fixed bull Sign up rate less a concern

but bull Donrsquot ignore it as it affects

the efficiency of your campaign and the performance of your vendor

copy Daryl Upsall amp Associates SL 26

FULFILMENT

Fulfilment Occurs only when those who have agreed to become a pledge

donor actually make their first automatic payment Fulfilment can also refer to the process required to

get people to start paying

copy Daryl Upsall amp Associates SL 27

So do you really have a new F2F donor

bull When she has said yes on the street

bull When she has filled in the form

bull When you have said ldquoThank yourdquo to her

bull When she has told her girlfriend in an effort to impress her

27

FULFILMENT

copy Daryl Upsall amp Associates SL 28

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 29

=

SO WHERE IS FACE TO FACE RIGHT NOW

copy Daryl Upsall amp Associates SL 30 30

1 Media public and regulator negativism

2 More diversity - away from the street

3 More engagement - interactivity and creativity

4 Focus on donor loyalty and development

5 More efficiency - technology and processes

CURRENT F2F TRENDS

copy Daryl Upsall amp Associates SL 31

copy Daryl Upsall amp Associates SL 32

copy Daryl Upsall amp Associates SL 33

copy Daryl Upsall amp Associates SL 34 34

USING FACE TO FACEDOOR TO DOOR FUNDRAISING TO BUILD A POSITIVE PUBLIC PROFILE

bull Physically visiblehellipout there bull Before launch ndash internal and

external PR bull Press releasing and local

media ndash Before and after launch

copy Daryl Upsall amp Associates SL 35

POSITIVE PRE- CAMPAIGN MEDIA - UNICEF SPAIN

ldquoExcuse me would you like to become a member of a charity San Sebastian Spain

copy Daryl Upsall amp Associates SL 36

copy Daryl Upsall amp Associates SL 37

Save the Children UK

copy Daryl Upsall amp Associates SL 38

Save the Children UK

copy Daryl Upsall amp Associates SL 39

copy Daryl Upsall amp Associates SL 40

HONG KONG F2F MONTHLY GIVING ALLIANCE

copy Daryl Upsall amp Associates SL 41

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 42

DIVERSIFICATION OF LOCATIONS AND PRESENCE

copy Daryl Upsall amp Associates SL 43 43

DIVERSIFICATION

copy Daryl Upsall amp Associates SL 44 44

DOOR TO DOOR (D2D)

Benefits bull Audience segmentation bull Higher average donor age bull Data availability bull Opportunities beyond large

urban centres bull Suitable for wider range of

fundraiser profiles bull Better fulfilment and

attrition rates

copy Daryl Upsall amp Associates SL 45 45

DOOR TO DOOR (D2D)

Challenges bull Specific housing and

demographic issues bull Security concerns and

access to donors bull Working schedules to

engage with employed donors

bull Self-exclusion or opt-out bull Legal issues

copy Daryl Upsall amp Associates SL 46 46

PRIVATE SITES Corporate

Retail

Events

copy Daryl Upsall amp Associates SL 47

Benefits bull Audience segmentation (eg B2B airport

venues etc) bull Access to multiple sites through single

agreement bull Opportunities to benefit from (and

strengthen) corporate relationships bull Potential for more innovative and interactive

engagement bull Weather-proofing bull Secure environment bull Geographical spread bull Generally higher productivity and donor

quality bull Legitimacy and credibility

PRIVATE SITES

copy Daryl Upsall amp Associates SL 48

bull Challenges bull Restricted access to sites (resource

intensive booking process) bull Potential costs for venue space

(especially shopping malls and events)

bull Barriers to scale-up bull Restrictions to movement bull Additional stand materials bull Fundraiser profiles training and

quality control

PRIVATE SITES

copy Daryl Upsall amp Associates SL 49

ROAMING TEAMS

49

bull Access to new audiences bull Higher productivity bull Motivating for fundraisers

copy Daryl Upsall amp Associates SL 50

OUT WITH THE OLD

copy Daryl Upsall amp Associates SL 51

HOUSTON GALLERIA WORLD VISION US

IN WITH THE NEW

copy Daryl Upsall amp Associates SL 52

SAVE THE CHILDREN - BOSTON

copy Daryl Upsall amp Associates SL 53

WORLD VISION SEATTLE 2012 ndashFOCUSED ON MICRO LOANS

copy Daryl Upsall amp Associates SL 54

HEART amp STROKE FOUNDATION - CANADA

copy Daryl Upsall amp Associates SL 55

copy Daryl Upsall amp Associates SL 56

WORLD VISION SEATTLE FOCUSED ON GIFT CATALOGUE

copy Daryl Upsall amp Associates SL 57

FACE TO FACE FUNDRAISING TODAYhellip AND TOMORROW

copy Daryl Upsall amp Associates SL 58

copy Daryl Upsall amp Associates SL 59

copy Daryl Upsall amp Associates SL 60

copy Daryl Upsall amp Associates SL 61

copy Daryl Upsall amp Associates SL 62 62

MORE INTERACTIVE AND ENGAGING APPROACH

copy Daryl Upsall amp Associates SL 63

10kg

5kg

normal 1-year old child

malnutrition 1-year old child

Comparing weight mid-upper arm of malnutrition and normal 1-year old child using doll+baby carrier

copy Daryl Upsall amp Associates SL 64

F2F TOTAL ENGAGEMENThellipIN BRAZIL

64

copy Daryl Upsall amp Associates SL 65

copy Daryl Upsall amp Associates SL 66

copy Daryl Upsall amp Associates SL 67

copy Daryl Upsall amp Associates SL 68

copy Daryl Upsall amp Associates SL 69

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 70

copy Daryl Upsall amp Associates SL 71

VIRTUAL REALITY ndash WELCOME TO THE FUTURE

71

copy Daryl Upsall amp Associates SL 72

copy Daryl Upsall amp Associates SL 73

FROM THENhellip

73

hellipTO NOW

copy Daryl Upsall amp Associates SL 74

WHATrsquoS THE TECHNOLOGY

copy Daryl Upsall amp Associates SL 75

WHATrsquoS THE KIT

$200 $2-$5

$100

$8-$20

+

copy Daryl Upsall amp Associates SL 76

BACK TO REALITYhellipVIRTUALLY

copy Daryl Upsall amp Associates SL 77

LET ME INTRODUCE YOU TO SIDRAhellip

77

copy Daryl Upsall amp Associates SL 78

SO HOW CAN SIDRA HELP US TO HELP CHILDREN LIKE HER

78

copy Daryl Upsall amp Associates SL 79

VIRTUAL REALITYhellipMAKING A DIFFRENCE

This experience has opened us doors to make recruitment with Face to Face in companies from our corporate alliances hellip and in the case of telcos this VR activity puts UNICEF closer to their business Rocio Salinas Asensio UNICEF Spain

copy Daryl Upsall amp Associates SL 80 80

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 81

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 82

HOW COULD YOU USE A VR EXPERIENCE

82

bull Where bull Who bull How bull What else

copy Daryl Upsall amp Associates SL 83

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 84

FOCUS ON DONOR LOYALTY AND DEVELOPMENT

copy Daryl Upsall amp Associates SL 85

donors

BUT WE HAVE A PROBLEM

copy Daryl Upsall amp Associates SL 86

RETENTION IS THE NEW ACQUISITION CUSTOMER SERVICE IS THE NEW MARKETING - JOE CONNELLY

copy Daryl Upsall amp Associates SL 87 87 87

F2F WELCOME CALL

bull Thanks the donor again bull Reinforces the charity message bull Lets donors know that you like to

listen to them and donrsquot always ask for money

bull Provides more insight into donor motivations

bull Reality check on the donorrsquos understanding of the long term commitment

bull Enhances and confirms data Reduces Early Attritionconsiderably

copy Daryl Upsall amp Associates SL 88

DONOR COMMUNICATIONS

How a new committed

donor is approached and recruited is a key determinant of all subsequent communications

copy Daryl Upsall amp Associates SL 89 89

KEY FACTORS - ENGAGING DONORS

bull Sending the right communications

bull At the right frequency bull With the right message bull In the most suitable

mediumhellipnamely telephone SMS email web

copy Daryl Upsall amp Associates SL 90

DONORS RESPOND DIFFERENTLYhellip SO NEED TO BE TREATED DIFFERENTLY

bull Direct mailpress advert recruited donors are likely to respond better to communications by mail and printed communications

bull New media recruited donors will respond better to emails and text

bull Face to face donors respond best to the telephone

90

copy Daryl Upsall amp Associates SL 91

DONOR COMMUNICATIONS

Face to face recruited donors normally are not interested in printed communication in new media and especially telephone

It is a continuation of the

ldquoconversationrdquo and ldquodialoguerdquo with the charity

copy Daryl Upsall amp Associates SL 92

DONOR COMMUNICATIONS ampldquoTOUCH POINTSrdquo

Research across 100s of NGOs in many countries consistently show that if a donor has more ldquopositive contactsrdquo or ldquotouch pointsrdquo it ndash Builds trust and loyalty ndash Increases responses rates to

appeals and upgrades ndash Reduces attrition ndash Develops the donor journey ndash Increases lifetime value

copy Daryl Upsall amp Associates SL 93

CALLING DONORS

93

Benefits bull Data validation (financial

e-mail phone address) bull Quicker data transfer and

processing bull Immediate welcome

communication bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 94

LISTEN amp OFFER CHOICE

Listen bull Encourage donors to call

write blog etc ndash but make sure you are ready for it

bull Survey donor bull Call them and ask their

opinion or just how they are bull Let them input (eg

Greenpeace ship naming)

Offer choice bull By which method are

communicated with bull How often the are

communicated with bull How they want to

engagehellipor not bull Even offer donation

holidays and downgrades in tough times

94

copy Daryl Upsall amp Associates SL 95

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 96

THANK YOU ndash MEMBER GET MEMBER CALL

bull Normally 20 give names and telephone numbers of 2 people (that means 40 out of all the contacted)

bull 15 of those called convert to monthly donors

copy Daryl Upsall amp Associates SL 97

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 98

MAXIMISING DONOR LIFETIME VALUE

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

98 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

3

Our guest presenter raquoDaryl Upsall FInstF

33+ years with over 230 nonprofits in 62 countries

Intl Fundraising Director for Greenpeace Intl

Daryl Upsall amp Associates

Fellow of the UK Institute of Fundraising amp a Vice-shy‐Chair of AFP

copy Daryl Upsall amp Associates SL 1

FACE TO FACE FUNDRAISING BEST PRACTICE

amp NEW INITIATIVES Daryl Upsall FInstF

Daryl Upsall amp Associates SL wwwdarylupsallcom

copy Daryl Upsall amp Associates SL 2

Hei

copy Daryl Upsall amp Associates SL 3

DARYL UPSALL FInstF bull Daryl Upsall is an internationally renowned

fundraising leader with over 30 years of experience

bull He was the former International Fundraising Director of Greenpeace International where he raised over $1 billion USD

bull Raised 25 m UK pounds for Nelson Mandela and ANC for first election

bull He is a Fellow of the Institute of Fundraising (UK) and an AFP International Board Member amp Vice-Chair (USA)

Worked in

copy Daryl Upsall amp Associates SL 4

OUR GROUP OF COMPANIES

bull Daryl Upsall amp Associates The Fundraising Company International Fundraising Fundraising Estrategias and wwwglobalcharityjobscom are all part of the DUCI family

bull Most of the worldrsquos largest INPOs UN agencies Red Cross etc are our clients

bull In 2014 The Fundraising Company generated 47000 new donors via the telephone

bull Since 2003 The Fundraising Company and International Fundraising have raised over 856 million euro for clients in Spain

bull Also in 2015 the face to face agency International Fundraising in Spain recruited 114920 new donors for its clients It also operates in Italy Portugal Colombia Mexico Peru and Poland

copy Daryl Upsall amp Associates SL 5

THIS SESSION

Love it or hate it F2F

fundraising represents an estimated $1 billion USD in non-profit investment annually

Are you getting the best return

for your investmentrdquo

copy Daryl Upsall amp Associates SL 6

ActionAid UK

copy Daryl Upsall amp Associates SL 7

WHERE IT ALL BEGANAND CONTINUES

bull Started 20 years ago in Austria by Greenpeace and Dialogue Direct

bull Austrian church claimed Greenpeace was reducing church collections

copy Daryl Upsall amp Associates SL 8

FACE TO FACE WORLDWIDE

copy Daryl Upsall amp Associates SL 9

LEXICON OF F2F FUNDRAISING

What are we talking about ndash the tool bull Face to face (F2F) bull Direct dialogue (DD) bull Door to door (D2D) bull Street fundraising bull Canvassing bull Dialoguing bull Facing bull hellip

copy Daryl Upsall amp Associates SL 10 10

LEXICON OF F2F FUNDRAISING

What are we talking about ndash the people bull Fundraisers bull Facers bull Direct dialoguers bull Canvassers bull Frontliners bull Recruiters bull Team leaders bull ldquoChuggersrdquo hellip or ldquoChangelsrdquo

copy Daryl Upsall amp Associates SL 11

LEXICON OF F2F FUNDRAISING

What are we NOT talking about bull Major donor fundraising bull Cash collections bull Street collections bull Canvassing for chequescashpledges bull Petition signing bull Public education programmes

copy Daryl Upsall amp Associates SL 12

UNHCR Thailand

copy Daryl Upsall amp Associates SL 13

WHO DOES IT WORK FOR

bull Every NGO but the more emotive the cause cancer kids and animals tends to make it easier

bull Child sponsorship is perhaps the easiest product to raise new donors for worldwide

bull Being a well known brand is NOT required for the donorhellip mission is more important

copy Daryl Upsall amp Associates SL 14

copy Daryl Upsall amp Associates SL 15

Save the Children UK

copy Daryl Upsall amp Associates SL 16

WHERE IS FACE TO FACE FUNDRAISING

bull Street bull Door to Door bull Events bull Parks bull Inside shops bull Bars and cafes bull Wild animal parkhellip

Aspinall Foundation UK

F2F Medicos del Mundo Madrid Spain

copy Daryl Upsall amp Associates SL 17

WHERE IS FACE TO FUNDRAISING

bull Workplace bull Malls bull Airports bull Metros bull Hospitals bull Transport hubs bull To be invented where the

public is

copy Daryl Upsall amp Associates SL 18

Save the Children South Africa and Korea

copy Daryl Upsall amp Associates SL 19

TYPES OF F2F MODEL

In house

Agencyoutsourced

Hybrid

Volunteerhellip really

copy Daryl Upsall amp Associates SL 20

EVER CHANGING WORLD OF F2F SUPPLIERShellip

copy Daryl Upsall amp Associates SL 21

KNOW YOUR F2F KPIS ndash WHAT TO MEASURE AND WHY

copy Daryl Upsall amp Associates SL 22

WHATrsquoS A KPI

KEY PERFORMANCE INDICATOR

copy Daryl Upsall amp Associates SL 23

WHATrsquoS A F2F KPI

Sign up rate

Fulfilment rate

Attrition rates

Average gift

Cost per donor (CPA)

Return on Investment

copy Daryl Upsall amp Associates SL 24

SIGN UP RATE

Per hour

Per day

Per shift

Leads

Per hour

Per day

Per shift

Donors

copy Daryl Upsall amp Associates SL 25

DIFFERENCES

Paying for time bull Your sign up rate

determines your cost per contactlead

bull Your fulfilment rate determines your cost per donor (more on this soon)

bull A key metric for in house operations

Paying per donor bull Donor costs are fixed bull Sign up rate less a concern

but bull Donrsquot ignore it as it affects

the efficiency of your campaign and the performance of your vendor

copy Daryl Upsall amp Associates SL 26

FULFILMENT

Fulfilment Occurs only when those who have agreed to become a pledge

donor actually make their first automatic payment Fulfilment can also refer to the process required to

get people to start paying

copy Daryl Upsall amp Associates SL 27

So do you really have a new F2F donor

bull When she has said yes on the street

bull When she has filled in the form

bull When you have said ldquoThank yourdquo to her

bull When she has told her girlfriend in an effort to impress her

27

FULFILMENT

copy Daryl Upsall amp Associates SL 28

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 29

=

SO WHERE IS FACE TO FACE RIGHT NOW

copy Daryl Upsall amp Associates SL 30 30

1 Media public and regulator negativism

2 More diversity - away from the street

3 More engagement - interactivity and creativity

4 Focus on donor loyalty and development

5 More efficiency - technology and processes

CURRENT F2F TRENDS

copy Daryl Upsall amp Associates SL 31

copy Daryl Upsall amp Associates SL 32

copy Daryl Upsall amp Associates SL 33

copy Daryl Upsall amp Associates SL 34 34

USING FACE TO FACEDOOR TO DOOR FUNDRAISING TO BUILD A POSITIVE PUBLIC PROFILE

bull Physically visiblehellipout there bull Before launch ndash internal and

external PR bull Press releasing and local

media ndash Before and after launch

copy Daryl Upsall amp Associates SL 35

POSITIVE PRE- CAMPAIGN MEDIA - UNICEF SPAIN

ldquoExcuse me would you like to become a member of a charity San Sebastian Spain

copy Daryl Upsall amp Associates SL 36

copy Daryl Upsall amp Associates SL 37

Save the Children UK

copy Daryl Upsall amp Associates SL 38

Save the Children UK

copy Daryl Upsall amp Associates SL 39

copy Daryl Upsall amp Associates SL 40

HONG KONG F2F MONTHLY GIVING ALLIANCE

copy Daryl Upsall amp Associates SL 41

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 42

DIVERSIFICATION OF LOCATIONS AND PRESENCE

copy Daryl Upsall amp Associates SL 43 43

DIVERSIFICATION

copy Daryl Upsall amp Associates SL 44 44

DOOR TO DOOR (D2D)

Benefits bull Audience segmentation bull Higher average donor age bull Data availability bull Opportunities beyond large

urban centres bull Suitable for wider range of

fundraiser profiles bull Better fulfilment and

attrition rates

copy Daryl Upsall amp Associates SL 45 45

DOOR TO DOOR (D2D)

Challenges bull Specific housing and

demographic issues bull Security concerns and

access to donors bull Working schedules to

engage with employed donors

bull Self-exclusion or opt-out bull Legal issues

copy Daryl Upsall amp Associates SL 46 46

PRIVATE SITES Corporate

Retail

Events

copy Daryl Upsall amp Associates SL 47

Benefits bull Audience segmentation (eg B2B airport

venues etc) bull Access to multiple sites through single

agreement bull Opportunities to benefit from (and

strengthen) corporate relationships bull Potential for more innovative and interactive

engagement bull Weather-proofing bull Secure environment bull Geographical spread bull Generally higher productivity and donor

quality bull Legitimacy and credibility

PRIVATE SITES

copy Daryl Upsall amp Associates SL 48

bull Challenges bull Restricted access to sites (resource

intensive booking process) bull Potential costs for venue space

(especially shopping malls and events)

bull Barriers to scale-up bull Restrictions to movement bull Additional stand materials bull Fundraiser profiles training and

quality control

PRIVATE SITES

copy Daryl Upsall amp Associates SL 49

ROAMING TEAMS

49

bull Access to new audiences bull Higher productivity bull Motivating for fundraisers

copy Daryl Upsall amp Associates SL 50

OUT WITH THE OLD

copy Daryl Upsall amp Associates SL 51

HOUSTON GALLERIA WORLD VISION US

IN WITH THE NEW

copy Daryl Upsall amp Associates SL 52

SAVE THE CHILDREN - BOSTON

copy Daryl Upsall amp Associates SL 53

WORLD VISION SEATTLE 2012 ndashFOCUSED ON MICRO LOANS

copy Daryl Upsall amp Associates SL 54

HEART amp STROKE FOUNDATION - CANADA

copy Daryl Upsall amp Associates SL 55

copy Daryl Upsall amp Associates SL 56

WORLD VISION SEATTLE FOCUSED ON GIFT CATALOGUE

copy Daryl Upsall amp Associates SL 57

FACE TO FACE FUNDRAISING TODAYhellip AND TOMORROW

copy Daryl Upsall amp Associates SL 58

copy Daryl Upsall amp Associates SL 59

copy Daryl Upsall amp Associates SL 60

copy Daryl Upsall amp Associates SL 61

copy Daryl Upsall amp Associates SL 62 62

MORE INTERACTIVE AND ENGAGING APPROACH

copy Daryl Upsall amp Associates SL 63

10kg

5kg

normal 1-year old child

malnutrition 1-year old child

Comparing weight mid-upper arm of malnutrition and normal 1-year old child using doll+baby carrier

copy Daryl Upsall amp Associates SL 64

F2F TOTAL ENGAGEMENThellipIN BRAZIL

64

copy Daryl Upsall amp Associates SL 65

copy Daryl Upsall amp Associates SL 66

copy Daryl Upsall amp Associates SL 67

copy Daryl Upsall amp Associates SL 68

copy Daryl Upsall amp Associates SL 69

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 70

copy Daryl Upsall amp Associates SL 71

VIRTUAL REALITY ndash WELCOME TO THE FUTURE

71

copy Daryl Upsall amp Associates SL 72

copy Daryl Upsall amp Associates SL 73

FROM THENhellip

73

hellipTO NOW

copy Daryl Upsall amp Associates SL 74

WHATrsquoS THE TECHNOLOGY

copy Daryl Upsall amp Associates SL 75

WHATrsquoS THE KIT

$200 $2-$5

$100

$8-$20

+

copy Daryl Upsall amp Associates SL 76

BACK TO REALITYhellipVIRTUALLY

copy Daryl Upsall amp Associates SL 77

LET ME INTRODUCE YOU TO SIDRAhellip

77

copy Daryl Upsall amp Associates SL 78

SO HOW CAN SIDRA HELP US TO HELP CHILDREN LIKE HER

78

copy Daryl Upsall amp Associates SL 79

VIRTUAL REALITYhellipMAKING A DIFFRENCE

This experience has opened us doors to make recruitment with Face to Face in companies from our corporate alliances hellip and in the case of telcos this VR activity puts UNICEF closer to their business Rocio Salinas Asensio UNICEF Spain

copy Daryl Upsall amp Associates SL 80 80

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 81

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 82

HOW COULD YOU USE A VR EXPERIENCE

82

bull Where bull Who bull How bull What else

copy Daryl Upsall amp Associates SL 83

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 84

FOCUS ON DONOR LOYALTY AND DEVELOPMENT

copy Daryl Upsall amp Associates SL 85

donors

BUT WE HAVE A PROBLEM

copy Daryl Upsall amp Associates SL 86

RETENTION IS THE NEW ACQUISITION CUSTOMER SERVICE IS THE NEW MARKETING - JOE CONNELLY

copy Daryl Upsall amp Associates SL 87 87 87

F2F WELCOME CALL

bull Thanks the donor again bull Reinforces the charity message bull Lets donors know that you like to

listen to them and donrsquot always ask for money

bull Provides more insight into donor motivations

bull Reality check on the donorrsquos understanding of the long term commitment

bull Enhances and confirms data Reduces Early Attritionconsiderably

copy Daryl Upsall amp Associates SL 88

DONOR COMMUNICATIONS

How a new committed

donor is approached and recruited is a key determinant of all subsequent communications

copy Daryl Upsall amp Associates SL 89 89

KEY FACTORS - ENGAGING DONORS

bull Sending the right communications

bull At the right frequency bull With the right message bull In the most suitable

mediumhellipnamely telephone SMS email web

copy Daryl Upsall amp Associates SL 90

DONORS RESPOND DIFFERENTLYhellip SO NEED TO BE TREATED DIFFERENTLY

bull Direct mailpress advert recruited donors are likely to respond better to communications by mail and printed communications

bull New media recruited donors will respond better to emails and text

bull Face to face donors respond best to the telephone

90

copy Daryl Upsall amp Associates SL 91

DONOR COMMUNICATIONS

Face to face recruited donors normally are not interested in printed communication in new media and especially telephone

It is a continuation of the

ldquoconversationrdquo and ldquodialoguerdquo with the charity

copy Daryl Upsall amp Associates SL 92

DONOR COMMUNICATIONS ampldquoTOUCH POINTSrdquo

Research across 100s of NGOs in many countries consistently show that if a donor has more ldquopositive contactsrdquo or ldquotouch pointsrdquo it ndash Builds trust and loyalty ndash Increases responses rates to

appeals and upgrades ndash Reduces attrition ndash Develops the donor journey ndash Increases lifetime value

copy Daryl Upsall amp Associates SL 93

CALLING DONORS

93

Benefits bull Data validation (financial

e-mail phone address) bull Quicker data transfer and

processing bull Immediate welcome

communication bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 94

LISTEN amp OFFER CHOICE

Listen bull Encourage donors to call

write blog etc ndash but make sure you are ready for it

bull Survey donor bull Call them and ask their

opinion or just how they are bull Let them input (eg

Greenpeace ship naming)

Offer choice bull By which method are

communicated with bull How often the are

communicated with bull How they want to

engagehellipor not bull Even offer donation

holidays and downgrades in tough times

94

copy Daryl Upsall amp Associates SL 95

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 96

THANK YOU ndash MEMBER GET MEMBER CALL

bull Normally 20 give names and telephone numbers of 2 people (that means 40 out of all the contacted)

bull 15 of those called convert to monthly donors

copy Daryl Upsall amp Associates SL 97

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 98

MAXIMISING DONOR LIFETIME VALUE

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

98 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 1

FACE TO FACE FUNDRAISING BEST PRACTICE

amp NEW INITIATIVES Daryl Upsall FInstF

Daryl Upsall amp Associates SL wwwdarylupsallcom

copy Daryl Upsall amp Associates SL 2

Hei

copy Daryl Upsall amp Associates SL 3

DARYL UPSALL FInstF bull Daryl Upsall is an internationally renowned

fundraising leader with over 30 years of experience

bull He was the former International Fundraising Director of Greenpeace International where he raised over $1 billion USD

bull Raised 25 m UK pounds for Nelson Mandela and ANC for first election

bull He is a Fellow of the Institute of Fundraising (UK) and an AFP International Board Member amp Vice-Chair (USA)

Worked in

copy Daryl Upsall amp Associates SL 4

OUR GROUP OF COMPANIES

bull Daryl Upsall amp Associates The Fundraising Company International Fundraising Fundraising Estrategias and wwwglobalcharityjobscom are all part of the DUCI family

bull Most of the worldrsquos largest INPOs UN agencies Red Cross etc are our clients

bull In 2014 The Fundraising Company generated 47000 new donors via the telephone

bull Since 2003 The Fundraising Company and International Fundraising have raised over 856 million euro for clients in Spain

bull Also in 2015 the face to face agency International Fundraising in Spain recruited 114920 new donors for its clients It also operates in Italy Portugal Colombia Mexico Peru and Poland

copy Daryl Upsall amp Associates SL 5

THIS SESSION

Love it or hate it F2F

fundraising represents an estimated $1 billion USD in non-profit investment annually

Are you getting the best return

for your investmentrdquo

copy Daryl Upsall amp Associates SL 6

ActionAid UK

copy Daryl Upsall amp Associates SL 7

WHERE IT ALL BEGANAND CONTINUES

bull Started 20 years ago in Austria by Greenpeace and Dialogue Direct

bull Austrian church claimed Greenpeace was reducing church collections

copy Daryl Upsall amp Associates SL 8

FACE TO FACE WORLDWIDE

copy Daryl Upsall amp Associates SL 9

LEXICON OF F2F FUNDRAISING

What are we talking about ndash the tool bull Face to face (F2F) bull Direct dialogue (DD) bull Door to door (D2D) bull Street fundraising bull Canvassing bull Dialoguing bull Facing bull hellip

copy Daryl Upsall amp Associates SL 10 10

LEXICON OF F2F FUNDRAISING

What are we talking about ndash the people bull Fundraisers bull Facers bull Direct dialoguers bull Canvassers bull Frontliners bull Recruiters bull Team leaders bull ldquoChuggersrdquo hellip or ldquoChangelsrdquo

copy Daryl Upsall amp Associates SL 11

LEXICON OF F2F FUNDRAISING

What are we NOT talking about bull Major donor fundraising bull Cash collections bull Street collections bull Canvassing for chequescashpledges bull Petition signing bull Public education programmes

copy Daryl Upsall amp Associates SL 12

UNHCR Thailand

copy Daryl Upsall amp Associates SL 13

WHO DOES IT WORK FOR

bull Every NGO but the more emotive the cause cancer kids and animals tends to make it easier

bull Child sponsorship is perhaps the easiest product to raise new donors for worldwide

bull Being a well known brand is NOT required for the donorhellip mission is more important

copy Daryl Upsall amp Associates SL 14

copy Daryl Upsall amp Associates SL 15

Save the Children UK

copy Daryl Upsall amp Associates SL 16

WHERE IS FACE TO FACE FUNDRAISING

bull Street bull Door to Door bull Events bull Parks bull Inside shops bull Bars and cafes bull Wild animal parkhellip

Aspinall Foundation UK

F2F Medicos del Mundo Madrid Spain

copy Daryl Upsall amp Associates SL 17

WHERE IS FACE TO FUNDRAISING

bull Workplace bull Malls bull Airports bull Metros bull Hospitals bull Transport hubs bull To be invented where the

public is

copy Daryl Upsall amp Associates SL 18

Save the Children South Africa and Korea

copy Daryl Upsall amp Associates SL 19

TYPES OF F2F MODEL

In house

Agencyoutsourced

Hybrid

Volunteerhellip really

copy Daryl Upsall amp Associates SL 20

EVER CHANGING WORLD OF F2F SUPPLIERShellip

copy Daryl Upsall amp Associates SL 21

KNOW YOUR F2F KPIS ndash WHAT TO MEASURE AND WHY

copy Daryl Upsall amp Associates SL 22

WHATrsquoS A KPI

KEY PERFORMANCE INDICATOR

copy Daryl Upsall amp Associates SL 23

WHATrsquoS A F2F KPI

Sign up rate

Fulfilment rate

Attrition rates

Average gift

Cost per donor (CPA)

Return on Investment

copy Daryl Upsall amp Associates SL 24

SIGN UP RATE

Per hour

Per day

Per shift

Leads

Per hour

Per day

Per shift

Donors

copy Daryl Upsall amp Associates SL 25

DIFFERENCES

Paying for time bull Your sign up rate

determines your cost per contactlead

bull Your fulfilment rate determines your cost per donor (more on this soon)

bull A key metric for in house operations

Paying per donor bull Donor costs are fixed bull Sign up rate less a concern

but bull Donrsquot ignore it as it affects

the efficiency of your campaign and the performance of your vendor

copy Daryl Upsall amp Associates SL 26

FULFILMENT

Fulfilment Occurs only when those who have agreed to become a pledge

donor actually make their first automatic payment Fulfilment can also refer to the process required to

get people to start paying

copy Daryl Upsall amp Associates SL 27

So do you really have a new F2F donor

bull When she has said yes on the street

bull When she has filled in the form

bull When you have said ldquoThank yourdquo to her

bull When she has told her girlfriend in an effort to impress her

27

FULFILMENT

copy Daryl Upsall amp Associates SL 28

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 29

=

SO WHERE IS FACE TO FACE RIGHT NOW

copy Daryl Upsall amp Associates SL 30 30

1 Media public and regulator negativism

2 More diversity - away from the street

3 More engagement - interactivity and creativity

4 Focus on donor loyalty and development

5 More efficiency - technology and processes

CURRENT F2F TRENDS

copy Daryl Upsall amp Associates SL 31

copy Daryl Upsall amp Associates SL 32

copy Daryl Upsall amp Associates SL 33

copy Daryl Upsall amp Associates SL 34 34

USING FACE TO FACEDOOR TO DOOR FUNDRAISING TO BUILD A POSITIVE PUBLIC PROFILE

bull Physically visiblehellipout there bull Before launch ndash internal and

external PR bull Press releasing and local

media ndash Before and after launch

copy Daryl Upsall amp Associates SL 35

POSITIVE PRE- CAMPAIGN MEDIA - UNICEF SPAIN

ldquoExcuse me would you like to become a member of a charity San Sebastian Spain

copy Daryl Upsall amp Associates SL 36

copy Daryl Upsall amp Associates SL 37

Save the Children UK

copy Daryl Upsall amp Associates SL 38

Save the Children UK

copy Daryl Upsall amp Associates SL 39

copy Daryl Upsall amp Associates SL 40

HONG KONG F2F MONTHLY GIVING ALLIANCE

copy Daryl Upsall amp Associates SL 41

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 42

DIVERSIFICATION OF LOCATIONS AND PRESENCE

copy Daryl Upsall amp Associates SL 43 43

DIVERSIFICATION

copy Daryl Upsall amp Associates SL 44 44

DOOR TO DOOR (D2D)

Benefits bull Audience segmentation bull Higher average donor age bull Data availability bull Opportunities beyond large

urban centres bull Suitable for wider range of

fundraiser profiles bull Better fulfilment and

attrition rates

copy Daryl Upsall amp Associates SL 45 45

DOOR TO DOOR (D2D)

Challenges bull Specific housing and

demographic issues bull Security concerns and

access to donors bull Working schedules to

engage with employed donors

bull Self-exclusion or opt-out bull Legal issues

copy Daryl Upsall amp Associates SL 46 46

PRIVATE SITES Corporate

Retail

Events

copy Daryl Upsall amp Associates SL 47

Benefits bull Audience segmentation (eg B2B airport

venues etc) bull Access to multiple sites through single

agreement bull Opportunities to benefit from (and

strengthen) corporate relationships bull Potential for more innovative and interactive

engagement bull Weather-proofing bull Secure environment bull Geographical spread bull Generally higher productivity and donor

quality bull Legitimacy and credibility

PRIVATE SITES

copy Daryl Upsall amp Associates SL 48

bull Challenges bull Restricted access to sites (resource

intensive booking process) bull Potential costs for venue space

(especially shopping malls and events)

bull Barriers to scale-up bull Restrictions to movement bull Additional stand materials bull Fundraiser profiles training and

quality control

PRIVATE SITES

copy Daryl Upsall amp Associates SL 49

ROAMING TEAMS

49

bull Access to new audiences bull Higher productivity bull Motivating for fundraisers

copy Daryl Upsall amp Associates SL 50

OUT WITH THE OLD

copy Daryl Upsall amp Associates SL 51

HOUSTON GALLERIA WORLD VISION US

IN WITH THE NEW

copy Daryl Upsall amp Associates SL 52

SAVE THE CHILDREN - BOSTON

copy Daryl Upsall amp Associates SL 53

WORLD VISION SEATTLE 2012 ndashFOCUSED ON MICRO LOANS

copy Daryl Upsall amp Associates SL 54

HEART amp STROKE FOUNDATION - CANADA

copy Daryl Upsall amp Associates SL 55

copy Daryl Upsall amp Associates SL 56

WORLD VISION SEATTLE FOCUSED ON GIFT CATALOGUE

copy Daryl Upsall amp Associates SL 57

FACE TO FACE FUNDRAISING TODAYhellip AND TOMORROW

copy Daryl Upsall amp Associates SL 58

copy Daryl Upsall amp Associates SL 59

copy Daryl Upsall amp Associates SL 60

copy Daryl Upsall amp Associates SL 61

copy Daryl Upsall amp Associates SL 62 62

MORE INTERACTIVE AND ENGAGING APPROACH

copy Daryl Upsall amp Associates SL 63

10kg

5kg

normal 1-year old child

malnutrition 1-year old child

Comparing weight mid-upper arm of malnutrition and normal 1-year old child using doll+baby carrier

copy Daryl Upsall amp Associates SL 64

F2F TOTAL ENGAGEMENThellipIN BRAZIL

64

copy Daryl Upsall amp Associates SL 65

copy Daryl Upsall amp Associates SL 66

copy Daryl Upsall amp Associates SL 67

copy Daryl Upsall amp Associates SL 68

copy Daryl Upsall amp Associates SL 69

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 70

copy Daryl Upsall amp Associates SL 71

VIRTUAL REALITY ndash WELCOME TO THE FUTURE

71

copy Daryl Upsall amp Associates SL 72

copy Daryl Upsall amp Associates SL 73

FROM THENhellip

73

hellipTO NOW

copy Daryl Upsall amp Associates SL 74

WHATrsquoS THE TECHNOLOGY

copy Daryl Upsall amp Associates SL 75

WHATrsquoS THE KIT

$200 $2-$5

$100

$8-$20

+

copy Daryl Upsall amp Associates SL 76

BACK TO REALITYhellipVIRTUALLY

copy Daryl Upsall amp Associates SL 77

LET ME INTRODUCE YOU TO SIDRAhellip

77

copy Daryl Upsall amp Associates SL 78

SO HOW CAN SIDRA HELP US TO HELP CHILDREN LIKE HER

78

copy Daryl Upsall amp Associates SL 79

VIRTUAL REALITYhellipMAKING A DIFFRENCE

This experience has opened us doors to make recruitment with Face to Face in companies from our corporate alliances hellip and in the case of telcos this VR activity puts UNICEF closer to their business Rocio Salinas Asensio UNICEF Spain

copy Daryl Upsall amp Associates SL 80 80

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 81

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 82

HOW COULD YOU USE A VR EXPERIENCE

82

bull Where bull Who bull How bull What else

copy Daryl Upsall amp Associates SL 83

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 84

FOCUS ON DONOR LOYALTY AND DEVELOPMENT

copy Daryl Upsall amp Associates SL 85

donors

BUT WE HAVE A PROBLEM

copy Daryl Upsall amp Associates SL 86

RETENTION IS THE NEW ACQUISITION CUSTOMER SERVICE IS THE NEW MARKETING - JOE CONNELLY

copy Daryl Upsall amp Associates SL 87 87 87

F2F WELCOME CALL

bull Thanks the donor again bull Reinforces the charity message bull Lets donors know that you like to

listen to them and donrsquot always ask for money

bull Provides more insight into donor motivations

bull Reality check on the donorrsquos understanding of the long term commitment

bull Enhances and confirms data Reduces Early Attritionconsiderably

copy Daryl Upsall amp Associates SL 88

DONOR COMMUNICATIONS

How a new committed

donor is approached and recruited is a key determinant of all subsequent communications

copy Daryl Upsall amp Associates SL 89 89

KEY FACTORS - ENGAGING DONORS

bull Sending the right communications

bull At the right frequency bull With the right message bull In the most suitable

mediumhellipnamely telephone SMS email web

copy Daryl Upsall amp Associates SL 90

DONORS RESPOND DIFFERENTLYhellip SO NEED TO BE TREATED DIFFERENTLY

bull Direct mailpress advert recruited donors are likely to respond better to communications by mail and printed communications

bull New media recruited donors will respond better to emails and text

bull Face to face donors respond best to the telephone

90

copy Daryl Upsall amp Associates SL 91

DONOR COMMUNICATIONS

Face to face recruited donors normally are not interested in printed communication in new media and especially telephone

It is a continuation of the

ldquoconversationrdquo and ldquodialoguerdquo with the charity

copy Daryl Upsall amp Associates SL 92

DONOR COMMUNICATIONS ampldquoTOUCH POINTSrdquo

Research across 100s of NGOs in many countries consistently show that if a donor has more ldquopositive contactsrdquo or ldquotouch pointsrdquo it ndash Builds trust and loyalty ndash Increases responses rates to

appeals and upgrades ndash Reduces attrition ndash Develops the donor journey ndash Increases lifetime value

copy Daryl Upsall amp Associates SL 93

CALLING DONORS

93

Benefits bull Data validation (financial

e-mail phone address) bull Quicker data transfer and

processing bull Immediate welcome

communication bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 94

LISTEN amp OFFER CHOICE

Listen bull Encourage donors to call

write blog etc ndash but make sure you are ready for it

bull Survey donor bull Call them and ask their

opinion or just how they are bull Let them input (eg

Greenpeace ship naming)

Offer choice bull By which method are

communicated with bull How often the are

communicated with bull How they want to

engagehellipor not bull Even offer donation

holidays and downgrades in tough times

94

copy Daryl Upsall amp Associates SL 95

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 96

THANK YOU ndash MEMBER GET MEMBER CALL

bull Normally 20 give names and telephone numbers of 2 people (that means 40 out of all the contacted)

bull 15 of those called convert to monthly donors

copy Daryl Upsall amp Associates SL 97

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 98

MAXIMISING DONOR LIFETIME VALUE

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

98 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 2

Hei

copy Daryl Upsall amp Associates SL 3

DARYL UPSALL FInstF bull Daryl Upsall is an internationally renowned

fundraising leader with over 30 years of experience

bull He was the former International Fundraising Director of Greenpeace International where he raised over $1 billion USD

bull Raised 25 m UK pounds for Nelson Mandela and ANC for first election

bull He is a Fellow of the Institute of Fundraising (UK) and an AFP International Board Member amp Vice-Chair (USA)

Worked in

copy Daryl Upsall amp Associates SL 4

OUR GROUP OF COMPANIES

bull Daryl Upsall amp Associates The Fundraising Company International Fundraising Fundraising Estrategias and wwwglobalcharityjobscom are all part of the DUCI family

bull Most of the worldrsquos largest INPOs UN agencies Red Cross etc are our clients

bull In 2014 The Fundraising Company generated 47000 new donors via the telephone

bull Since 2003 The Fundraising Company and International Fundraising have raised over 856 million euro for clients in Spain

bull Also in 2015 the face to face agency International Fundraising in Spain recruited 114920 new donors for its clients It also operates in Italy Portugal Colombia Mexico Peru and Poland

copy Daryl Upsall amp Associates SL 5

THIS SESSION

Love it or hate it F2F

fundraising represents an estimated $1 billion USD in non-profit investment annually

Are you getting the best return

for your investmentrdquo

copy Daryl Upsall amp Associates SL 6

ActionAid UK

copy Daryl Upsall amp Associates SL 7

WHERE IT ALL BEGANAND CONTINUES

bull Started 20 years ago in Austria by Greenpeace and Dialogue Direct

bull Austrian church claimed Greenpeace was reducing church collections

copy Daryl Upsall amp Associates SL 8

FACE TO FACE WORLDWIDE

copy Daryl Upsall amp Associates SL 9

LEXICON OF F2F FUNDRAISING

What are we talking about ndash the tool bull Face to face (F2F) bull Direct dialogue (DD) bull Door to door (D2D) bull Street fundraising bull Canvassing bull Dialoguing bull Facing bull hellip

copy Daryl Upsall amp Associates SL 10 10

LEXICON OF F2F FUNDRAISING

What are we talking about ndash the people bull Fundraisers bull Facers bull Direct dialoguers bull Canvassers bull Frontliners bull Recruiters bull Team leaders bull ldquoChuggersrdquo hellip or ldquoChangelsrdquo

copy Daryl Upsall amp Associates SL 11

LEXICON OF F2F FUNDRAISING

What are we NOT talking about bull Major donor fundraising bull Cash collections bull Street collections bull Canvassing for chequescashpledges bull Petition signing bull Public education programmes

copy Daryl Upsall amp Associates SL 12

UNHCR Thailand

copy Daryl Upsall amp Associates SL 13

WHO DOES IT WORK FOR

bull Every NGO but the more emotive the cause cancer kids and animals tends to make it easier

bull Child sponsorship is perhaps the easiest product to raise new donors for worldwide

bull Being a well known brand is NOT required for the donorhellip mission is more important

copy Daryl Upsall amp Associates SL 14

copy Daryl Upsall amp Associates SL 15

Save the Children UK

copy Daryl Upsall amp Associates SL 16

WHERE IS FACE TO FACE FUNDRAISING

bull Street bull Door to Door bull Events bull Parks bull Inside shops bull Bars and cafes bull Wild animal parkhellip

Aspinall Foundation UK

F2F Medicos del Mundo Madrid Spain

copy Daryl Upsall amp Associates SL 17

WHERE IS FACE TO FUNDRAISING

bull Workplace bull Malls bull Airports bull Metros bull Hospitals bull Transport hubs bull To be invented where the

public is

copy Daryl Upsall amp Associates SL 18

Save the Children South Africa and Korea

copy Daryl Upsall amp Associates SL 19

TYPES OF F2F MODEL

In house

Agencyoutsourced

Hybrid

Volunteerhellip really

copy Daryl Upsall amp Associates SL 20

EVER CHANGING WORLD OF F2F SUPPLIERShellip

copy Daryl Upsall amp Associates SL 21

KNOW YOUR F2F KPIS ndash WHAT TO MEASURE AND WHY

copy Daryl Upsall amp Associates SL 22

WHATrsquoS A KPI

KEY PERFORMANCE INDICATOR

copy Daryl Upsall amp Associates SL 23

WHATrsquoS A F2F KPI

Sign up rate

Fulfilment rate

Attrition rates

Average gift

Cost per donor (CPA)

Return on Investment

copy Daryl Upsall amp Associates SL 24

SIGN UP RATE

Per hour

Per day

Per shift

Leads

Per hour

Per day

Per shift

Donors

copy Daryl Upsall amp Associates SL 25

DIFFERENCES

Paying for time bull Your sign up rate

determines your cost per contactlead

bull Your fulfilment rate determines your cost per donor (more on this soon)

bull A key metric for in house operations

Paying per donor bull Donor costs are fixed bull Sign up rate less a concern

but bull Donrsquot ignore it as it affects

the efficiency of your campaign and the performance of your vendor

copy Daryl Upsall amp Associates SL 26

FULFILMENT

Fulfilment Occurs only when those who have agreed to become a pledge

donor actually make their first automatic payment Fulfilment can also refer to the process required to

get people to start paying

copy Daryl Upsall amp Associates SL 27

So do you really have a new F2F donor

bull When she has said yes on the street

bull When she has filled in the form

bull When you have said ldquoThank yourdquo to her

bull When she has told her girlfriend in an effort to impress her

27

FULFILMENT

copy Daryl Upsall amp Associates SL 28

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 29

=

SO WHERE IS FACE TO FACE RIGHT NOW

copy Daryl Upsall amp Associates SL 30 30

1 Media public and regulator negativism

2 More diversity - away from the street

3 More engagement - interactivity and creativity

4 Focus on donor loyalty and development

5 More efficiency - technology and processes

CURRENT F2F TRENDS

copy Daryl Upsall amp Associates SL 31

copy Daryl Upsall amp Associates SL 32

copy Daryl Upsall amp Associates SL 33

copy Daryl Upsall amp Associates SL 34 34

USING FACE TO FACEDOOR TO DOOR FUNDRAISING TO BUILD A POSITIVE PUBLIC PROFILE

bull Physically visiblehellipout there bull Before launch ndash internal and

external PR bull Press releasing and local

media ndash Before and after launch

copy Daryl Upsall amp Associates SL 35

POSITIVE PRE- CAMPAIGN MEDIA - UNICEF SPAIN

ldquoExcuse me would you like to become a member of a charity San Sebastian Spain

copy Daryl Upsall amp Associates SL 36

copy Daryl Upsall amp Associates SL 37

Save the Children UK

copy Daryl Upsall amp Associates SL 38

Save the Children UK

copy Daryl Upsall amp Associates SL 39

copy Daryl Upsall amp Associates SL 40

HONG KONG F2F MONTHLY GIVING ALLIANCE

copy Daryl Upsall amp Associates SL 41

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 42

DIVERSIFICATION OF LOCATIONS AND PRESENCE

copy Daryl Upsall amp Associates SL 43 43

DIVERSIFICATION

copy Daryl Upsall amp Associates SL 44 44

DOOR TO DOOR (D2D)

Benefits bull Audience segmentation bull Higher average donor age bull Data availability bull Opportunities beyond large

urban centres bull Suitable for wider range of

fundraiser profiles bull Better fulfilment and

attrition rates

copy Daryl Upsall amp Associates SL 45 45

DOOR TO DOOR (D2D)

Challenges bull Specific housing and

demographic issues bull Security concerns and

access to donors bull Working schedules to

engage with employed donors

bull Self-exclusion or opt-out bull Legal issues

copy Daryl Upsall amp Associates SL 46 46

PRIVATE SITES Corporate

Retail

Events

copy Daryl Upsall amp Associates SL 47

Benefits bull Audience segmentation (eg B2B airport

venues etc) bull Access to multiple sites through single

agreement bull Opportunities to benefit from (and

strengthen) corporate relationships bull Potential for more innovative and interactive

engagement bull Weather-proofing bull Secure environment bull Geographical spread bull Generally higher productivity and donor

quality bull Legitimacy and credibility

PRIVATE SITES

copy Daryl Upsall amp Associates SL 48

bull Challenges bull Restricted access to sites (resource

intensive booking process) bull Potential costs for venue space

(especially shopping malls and events)

bull Barriers to scale-up bull Restrictions to movement bull Additional stand materials bull Fundraiser profiles training and

quality control

PRIVATE SITES

copy Daryl Upsall amp Associates SL 49

ROAMING TEAMS

49

bull Access to new audiences bull Higher productivity bull Motivating for fundraisers

copy Daryl Upsall amp Associates SL 50

OUT WITH THE OLD

copy Daryl Upsall amp Associates SL 51

HOUSTON GALLERIA WORLD VISION US

IN WITH THE NEW

copy Daryl Upsall amp Associates SL 52

SAVE THE CHILDREN - BOSTON

copy Daryl Upsall amp Associates SL 53

WORLD VISION SEATTLE 2012 ndashFOCUSED ON MICRO LOANS

copy Daryl Upsall amp Associates SL 54

HEART amp STROKE FOUNDATION - CANADA

copy Daryl Upsall amp Associates SL 55

copy Daryl Upsall amp Associates SL 56

WORLD VISION SEATTLE FOCUSED ON GIFT CATALOGUE

copy Daryl Upsall amp Associates SL 57

FACE TO FACE FUNDRAISING TODAYhellip AND TOMORROW

copy Daryl Upsall amp Associates SL 58

copy Daryl Upsall amp Associates SL 59

copy Daryl Upsall amp Associates SL 60

copy Daryl Upsall amp Associates SL 61

copy Daryl Upsall amp Associates SL 62 62

MORE INTERACTIVE AND ENGAGING APPROACH

copy Daryl Upsall amp Associates SL 63

10kg

5kg

normal 1-year old child

malnutrition 1-year old child

Comparing weight mid-upper arm of malnutrition and normal 1-year old child using doll+baby carrier

copy Daryl Upsall amp Associates SL 64

F2F TOTAL ENGAGEMENThellipIN BRAZIL

64

copy Daryl Upsall amp Associates SL 65

copy Daryl Upsall amp Associates SL 66

copy Daryl Upsall amp Associates SL 67

copy Daryl Upsall amp Associates SL 68

copy Daryl Upsall amp Associates SL 69

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 70

copy Daryl Upsall amp Associates SL 71

VIRTUAL REALITY ndash WELCOME TO THE FUTURE

71

copy Daryl Upsall amp Associates SL 72

copy Daryl Upsall amp Associates SL 73

FROM THENhellip

73

hellipTO NOW

copy Daryl Upsall amp Associates SL 74

WHATrsquoS THE TECHNOLOGY

copy Daryl Upsall amp Associates SL 75

WHATrsquoS THE KIT

$200 $2-$5

$100

$8-$20

+

copy Daryl Upsall amp Associates SL 76

BACK TO REALITYhellipVIRTUALLY

copy Daryl Upsall amp Associates SL 77

LET ME INTRODUCE YOU TO SIDRAhellip

77

copy Daryl Upsall amp Associates SL 78

SO HOW CAN SIDRA HELP US TO HELP CHILDREN LIKE HER

78

copy Daryl Upsall amp Associates SL 79

VIRTUAL REALITYhellipMAKING A DIFFRENCE

This experience has opened us doors to make recruitment with Face to Face in companies from our corporate alliances hellip and in the case of telcos this VR activity puts UNICEF closer to their business Rocio Salinas Asensio UNICEF Spain

copy Daryl Upsall amp Associates SL 80 80

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 81

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 82

HOW COULD YOU USE A VR EXPERIENCE

82

bull Where bull Who bull How bull What else

copy Daryl Upsall amp Associates SL 83

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 84

FOCUS ON DONOR LOYALTY AND DEVELOPMENT

copy Daryl Upsall amp Associates SL 85

donors

BUT WE HAVE A PROBLEM

copy Daryl Upsall amp Associates SL 86

RETENTION IS THE NEW ACQUISITION CUSTOMER SERVICE IS THE NEW MARKETING - JOE CONNELLY

copy Daryl Upsall amp Associates SL 87 87 87

F2F WELCOME CALL

bull Thanks the donor again bull Reinforces the charity message bull Lets donors know that you like to

listen to them and donrsquot always ask for money

bull Provides more insight into donor motivations

bull Reality check on the donorrsquos understanding of the long term commitment

bull Enhances and confirms data Reduces Early Attritionconsiderably

copy Daryl Upsall amp Associates SL 88

DONOR COMMUNICATIONS

How a new committed

donor is approached and recruited is a key determinant of all subsequent communications

copy Daryl Upsall amp Associates SL 89 89

KEY FACTORS - ENGAGING DONORS

bull Sending the right communications

bull At the right frequency bull With the right message bull In the most suitable

mediumhellipnamely telephone SMS email web

copy Daryl Upsall amp Associates SL 90

DONORS RESPOND DIFFERENTLYhellip SO NEED TO BE TREATED DIFFERENTLY

bull Direct mailpress advert recruited donors are likely to respond better to communications by mail and printed communications

bull New media recruited donors will respond better to emails and text

bull Face to face donors respond best to the telephone

90

copy Daryl Upsall amp Associates SL 91

DONOR COMMUNICATIONS

Face to face recruited donors normally are not interested in printed communication in new media and especially telephone

It is a continuation of the

ldquoconversationrdquo and ldquodialoguerdquo with the charity

copy Daryl Upsall amp Associates SL 92

DONOR COMMUNICATIONS ampldquoTOUCH POINTSrdquo

Research across 100s of NGOs in many countries consistently show that if a donor has more ldquopositive contactsrdquo or ldquotouch pointsrdquo it ndash Builds trust and loyalty ndash Increases responses rates to

appeals and upgrades ndash Reduces attrition ndash Develops the donor journey ndash Increases lifetime value

copy Daryl Upsall amp Associates SL 93

CALLING DONORS

93

Benefits bull Data validation (financial

e-mail phone address) bull Quicker data transfer and

processing bull Immediate welcome

communication bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 94

LISTEN amp OFFER CHOICE

Listen bull Encourage donors to call

write blog etc ndash but make sure you are ready for it

bull Survey donor bull Call them and ask their

opinion or just how they are bull Let them input (eg

Greenpeace ship naming)

Offer choice bull By which method are

communicated with bull How often the are

communicated with bull How they want to

engagehellipor not bull Even offer donation

holidays and downgrades in tough times

94

copy Daryl Upsall amp Associates SL 95

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 96

THANK YOU ndash MEMBER GET MEMBER CALL

bull Normally 20 give names and telephone numbers of 2 people (that means 40 out of all the contacted)

bull 15 of those called convert to monthly donors

copy Daryl Upsall amp Associates SL 97

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 98

MAXIMISING DONOR LIFETIME VALUE

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

98 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 3

DARYL UPSALL FInstF bull Daryl Upsall is an internationally renowned

fundraising leader with over 30 years of experience

bull He was the former International Fundraising Director of Greenpeace International where he raised over $1 billion USD

bull Raised 25 m UK pounds for Nelson Mandela and ANC for first election

bull He is a Fellow of the Institute of Fundraising (UK) and an AFP International Board Member amp Vice-Chair (USA)

Worked in

copy Daryl Upsall amp Associates SL 4

OUR GROUP OF COMPANIES

bull Daryl Upsall amp Associates The Fundraising Company International Fundraising Fundraising Estrategias and wwwglobalcharityjobscom are all part of the DUCI family

bull Most of the worldrsquos largest INPOs UN agencies Red Cross etc are our clients

bull In 2014 The Fundraising Company generated 47000 new donors via the telephone

bull Since 2003 The Fundraising Company and International Fundraising have raised over 856 million euro for clients in Spain

bull Also in 2015 the face to face agency International Fundraising in Spain recruited 114920 new donors for its clients It also operates in Italy Portugal Colombia Mexico Peru and Poland

copy Daryl Upsall amp Associates SL 5

THIS SESSION

Love it or hate it F2F

fundraising represents an estimated $1 billion USD in non-profit investment annually

Are you getting the best return

for your investmentrdquo

copy Daryl Upsall amp Associates SL 6

ActionAid UK

copy Daryl Upsall amp Associates SL 7

WHERE IT ALL BEGANAND CONTINUES

bull Started 20 years ago in Austria by Greenpeace and Dialogue Direct

bull Austrian church claimed Greenpeace was reducing church collections

copy Daryl Upsall amp Associates SL 8

FACE TO FACE WORLDWIDE

copy Daryl Upsall amp Associates SL 9

LEXICON OF F2F FUNDRAISING

What are we talking about ndash the tool bull Face to face (F2F) bull Direct dialogue (DD) bull Door to door (D2D) bull Street fundraising bull Canvassing bull Dialoguing bull Facing bull hellip

copy Daryl Upsall amp Associates SL 10 10

LEXICON OF F2F FUNDRAISING

What are we talking about ndash the people bull Fundraisers bull Facers bull Direct dialoguers bull Canvassers bull Frontliners bull Recruiters bull Team leaders bull ldquoChuggersrdquo hellip or ldquoChangelsrdquo

copy Daryl Upsall amp Associates SL 11

LEXICON OF F2F FUNDRAISING

What are we NOT talking about bull Major donor fundraising bull Cash collections bull Street collections bull Canvassing for chequescashpledges bull Petition signing bull Public education programmes

copy Daryl Upsall amp Associates SL 12

UNHCR Thailand

copy Daryl Upsall amp Associates SL 13

WHO DOES IT WORK FOR

bull Every NGO but the more emotive the cause cancer kids and animals tends to make it easier

bull Child sponsorship is perhaps the easiest product to raise new donors for worldwide

bull Being a well known brand is NOT required for the donorhellip mission is more important

copy Daryl Upsall amp Associates SL 14

copy Daryl Upsall amp Associates SL 15

Save the Children UK

copy Daryl Upsall amp Associates SL 16

WHERE IS FACE TO FACE FUNDRAISING

bull Street bull Door to Door bull Events bull Parks bull Inside shops bull Bars and cafes bull Wild animal parkhellip

Aspinall Foundation UK

F2F Medicos del Mundo Madrid Spain

copy Daryl Upsall amp Associates SL 17

WHERE IS FACE TO FUNDRAISING

bull Workplace bull Malls bull Airports bull Metros bull Hospitals bull Transport hubs bull To be invented where the

public is

copy Daryl Upsall amp Associates SL 18

Save the Children South Africa and Korea

copy Daryl Upsall amp Associates SL 19

TYPES OF F2F MODEL

In house

Agencyoutsourced

Hybrid

Volunteerhellip really

copy Daryl Upsall amp Associates SL 20

EVER CHANGING WORLD OF F2F SUPPLIERShellip

copy Daryl Upsall amp Associates SL 21

KNOW YOUR F2F KPIS ndash WHAT TO MEASURE AND WHY

copy Daryl Upsall amp Associates SL 22

WHATrsquoS A KPI

KEY PERFORMANCE INDICATOR

copy Daryl Upsall amp Associates SL 23

WHATrsquoS A F2F KPI

Sign up rate

Fulfilment rate

Attrition rates

Average gift

Cost per donor (CPA)

Return on Investment

copy Daryl Upsall amp Associates SL 24

SIGN UP RATE

Per hour

Per day

Per shift

Leads

Per hour

Per day

Per shift

Donors

copy Daryl Upsall amp Associates SL 25

DIFFERENCES

Paying for time bull Your sign up rate

determines your cost per contactlead

bull Your fulfilment rate determines your cost per donor (more on this soon)

bull A key metric for in house operations

Paying per donor bull Donor costs are fixed bull Sign up rate less a concern

but bull Donrsquot ignore it as it affects

the efficiency of your campaign and the performance of your vendor

copy Daryl Upsall amp Associates SL 26

FULFILMENT

Fulfilment Occurs only when those who have agreed to become a pledge

donor actually make their first automatic payment Fulfilment can also refer to the process required to

get people to start paying

copy Daryl Upsall amp Associates SL 27

So do you really have a new F2F donor

bull When she has said yes on the street

bull When she has filled in the form

bull When you have said ldquoThank yourdquo to her

bull When she has told her girlfriend in an effort to impress her

27

FULFILMENT

copy Daryl Upsall amp Associates SL 28

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 29

=

SO WHERE IS FACE TO FACE RIGHT NOW

copy Daryl Upsall amp Associates SL 30 30

1 Media public and regulator negativism

2 More diversity - away from the street

3 More engagement - interactivity and creativity

4 Focus on donor loyalty and development

5 More efficiency - technology and processes

CURRENT F2F TRENDS

copy Daryl Upsall amp Associates SL 31

copy Daryl Upsall amp Associates SL 32

copy Daryl Upsall amp Associates SL 33

copy Daryl Upsall amp Associates SL 34 34

USING FACE TO FACEDOOR TO DOOR FUNDRAISING TO BUILD A POSITIVE PUBLIC PROFILE

bull Physically visiblehellipout there bull Before launch ndash internal and

external PR bull Press releasing and local

media ndash Before and after launch

copy Daryl Upsall amp Associates SL 35

POSITIVE PRE- CAMPAIGN MEDIA - UNICEF SPAIN

ldquoExcuse me would you like to become a member of a charity San Sebastian Spain

copy Daryl Upsall amp Associates SL 36

copy Daryl Upsall amp Associates SL 37

Save the Children UK

copy Daryl Upsall amp Associates SL 38

Save the Children UK

copy Daryl Upsall amp Associates SL 39

copy Daryl Upsall amp Associates SL 40

HONG KONG F2F MONTHLY GIVING ALLIANCE

copy Daryl Upsall amp Associates SL 41

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 42

DIVERSIFICATION OF LOCATIONS AND PRESENCE

copy Daryl Upsall amp Associates SL 43 43

DIVERSIFICATION

copy Daryl Upsall amp Associates SL 44 44

DOOR TO DOOR (D2D)

Benefits bull Audience segmentation bull Higher average donor age bull Data availability bull Opportunities beyond large

urban centres bull Suitable for wider range of

fundraiser profiles bull Better fulfilment and

attrition rates

copy Daryl Upsall amp Associates SL 45 45

DOOR TO DOOR (D2D)

Challenges bull Specific housing and

demographic issues bull Security concerns and

access to donors bull Working schedules to

engage with employed donors

bull Self-exclusion or opt-out bull Legal issues

copy Daryl Upsall amp Associates SL 46 46

PRIVATE SITES Corporate

Retail

Events

copy Daryl Upsall amp Associates SL 47

Benefits bull Audience segmentation (eg B2B airport

venues etc) bull Access to multiple sites through single

agreement bull Opportunities to benefit from (and

strengthen) corporate relationships bull Potential for more innovative and interactive

engagement bull Weather-proofing bull Secure environment bull Geographical spread bull Generally higher productivity and donor

quality bull Legitimacy and credibility

PRIVATE SITES

copy Daryl Upsall amp Associates SL 48

bull Challenges bull Restricted access to sites (resource

intensive booking process) bull Potential costs for venue space

(especially shopping malls and events)

bull Barriers to scale-up bull Restrictions to movement bull Additional stand materials bull Fundraiser profiles training and

quality control

PRIVATE SITES

copy Daryl Upsall amp Associates SL 49

ROAMING TEAMS

49

bull Access to new audiences bull Higher productivity bull Motivating for fundraisers

copy Daryl Upsall amp Associates SL 50

OUT WITH THE OLD

copy Daryl Upsall amp Associates SL 51

HOUSTON GALLERIA WORLD VISION US

IN WITH THE NEW

copy Daryl Upsall amp Associates SL 52

SAVE THE CHILDREN - BOSTON

copy Daryl Upsall amp Associates SL 53

WORLD VISION SEATTLE 2012 ndashFOCUSED ON MICRO LOANS

copy Daryl Upsall amp Associates SL 54

HEART amp STROKE FOUNDATION - CANADA

copy Daryl Upsall amp Associates SL 55

copy Daryl Upsall amp Associates SL 56

WORLD VISION SEATTLE FOCUSED ON GIFT CATALOGUE

copy Daryl Upsall amp Associates SL 57

FACE TO FACE FUNDRAISING TODAYhellip AND TOMORROW

copy Daryl Upsall amp Associates SL 58

copy Daryl Upsall amp Associates SL 59

copy Daryl Upsall amp Associates SL 60

copy Daryl Upsall amp Associates SL 61

copy Daryl Upsall amp Associates SL 62 62

MORE INTERACTIVE AND ENGAGING APPROACH

copy Daryl Upsall amp Associates SL 63

10kg

5kg

normal 1-year old child

malnutrition 1-year old child

Comparing weight mid-upper arm of malnutrition and normal 1-year old child using doll+baby carrier

copy Daryl Upsall amp Associates SL 64

F2F TOTAL ENGAGEMENThellipIN BRAZIL

64

copy Daryl Upsall amp Associates SL 65

copy Daryl Upsall amp Associates SL 66

copy Daryl Upsall amp Associates SL 67

copy Daryl Upsall amp Associates SL 68

copy Daryl Upsall amp Associates SL 69

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 70

copy Daryl Upsall amp Associates SL 71

VIRTUAL REALITY ndash WELCOME TO THE FUTURE

71

copy Daryl Upsall amp Associates SL 72

copy Daryl Upsall amp Associates SL 73

FROM THENhellip

73

hellipTO NOW

copy Daryl Upsall amp Associates SL 74

WHATrsquoS THE TECHNOLOGY

copy Daryl Upsall amp Associates SL 75

WHATrsquoS THE KIT

$200 $2-$5

$100

$8-$20

+

copy Daryl Upsall amp Associates SL 76

BACK TO REALITYhellipVIRTUALLY

copy Daryl Upsall amp Associates SL 77

LET ME INTRODUCE YOU TO SIDRAhellip

77

copy Daryl Upsall amp Associates SL 78

SO HOW CAN SIDRA HELP US TO HELP CHILDREN LIKE HER

78

copy Daryl Upsall amp Associates SL 79

VIRTUAL REALITYhellipMAKING A DIFFRENCE

This experience has opened us doors to make recruitment with Face to Face in companies from our corporate alliances hellip and in the case of telcos this VR activity puts UNICEF closer to their business Rocio Salinas Asensio UNICEF Spain

copy Daryl Upsall amp Associates SL 80 80

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 81

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 82

HOW COULD YOU USE A VR EXPERIENCE

82

bull Where bull Who bull How bull What else

copy Daryl Upsall amp Associates SL 83

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 84

FOCUS ON DONOR LOYALTY AND DEVELOPMENT

copy Daryl Upsall amp Associates SL 85

donors

BUT WE HAVE A PROBLEM

copy Daryl Upsall amp Associates SL 86

RETENTION IS THE NEW ACQUISITION CUSTOMER SERVICE IS THE NEW MARKETING - JOE CONNELLY

copy Daryl Upsall amp Associates SL 87 87 87

F2F WELCOME CALL

bull Thanks the donor again bull Reinforces the charity message bull Lets donors know that you like to

listen to them and donrsquot always ask for money

bull Provides more insight into donor motivations

bull Reality check on the donorrsquos understanding of the long term commitment

bull Enhances and confirms data Reduces Early Attritionconsiderably

copy Daryl Upsall amp Associates SL 88

DONOR COMMUNICATIONS

How a new committed

donor is approached and recruited is a key determinant of all subsequent communications

copy Daryl Upsall amp Associates SL 89 89

KEY FACTORS - ENGAGING DONORS

bull Sending the right communications

bull At the right frequency bull With the right message bull In the most suitable

mediumhellipnamely telephone SMS email web

copy Daryl Upsall amp Associates SL 90

DONORS RESPOND DIFFERENTLYhellip SO NEED TO BE TREATED DIFFERENTLY

bull Direct mailpress advert recruited donors are likely to respond better to communications by mail and printed communications

bull New media recruited donors will respond better to emails and text

bull Face to face donors respond best to the telephone

90

copy Daryl Upsall amp Associates SL 91

DONOR COMMUNICATIONS

Face to face recruited donors normally are not interested in printed communication in new media and especially telephone

It is a continuation of the

ldquoconversationrdquo and ldquodialoguerdquo with the charity

copy Daryl Upsall amp Associates SL 92

DONOR COMMUNICATIONS ampldquoTOUCH POINTSrdquo

Research across 100s of NGOs in many countries consistently show that if a donor has more ldquopositive contactsrdquo or ldquotouch pointsrdquo it ndash Builds trust and loyalty ndash Increases responses rates to

appeals and upgrades ndash Reduces attrition ndash Develops the donor journey ndash Increases lifetime value

copy Daryl Upsall amp Associates SL 93

CALLING DONORS

93

Benefits bull Data validation (financial

e-mail phone address) bull Quicker data transfer and

processing bull Immediate welcome

communication bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 94

LISTEN amp OFFER CHOICE

Listen bull Encourage donors to call

write blog etc ndash but make sure you are ready for it

bull Survey donor bull Call them and ask their

opinion or just how they are bull Let them input (eg

Greenpeace ship naming)

Offer choice bull By which method are

communicated with bull How often the are

communicated with bull How they want to

engagehellipor not bull Even offer donation

holidays and downgrades in tough times

94

copy Daryl Upsall amp Associates SL 95

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 96

THANK YOU ndash MEMBER GET MEMBER CALL

bull Normally 20 give names and telephone numbers of 2 people (that means 40 out of all the contacted)

bull 15 of those called convert to monthly donors

copy Daryl Upsall amp Associates SL 97

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 98

MAXIMISING DONOR LIFETIME VALUE

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

98 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 4

OUR GROUP OF COMPANIES

bull Daryl Upsall amp Associates The Fundraising Company International Fundraising Fundraising Estrategias and wwwglobalcharityjobscom are all part of the DUCI family

bull Most of the worldrsquos largest INPOs UN agencies Red Cross etc are our clients

bull In 2014 The Fundraising Company generated 47000 new donors via the telephone

bull Since 2003 The Fundraising Company and International Fundraising have raised over 856 million euro for clients in Spain

bull Also in 2015 the face to face agency International Fundraising in Spain recruited 114920 new donors for its clients It also operates in Italy Portugal Colombia Mexico Peru and Poland

copy Daryl Upsall amp Associates SL 5

THIS SESSION

Love it or hate it F2F

fundraising represents an estimated $1 billion USD in non-profit investment annually

Are you getting the best return

for your investmentrdquo

copy Daryl Upsall amp Associates SL 6

ActionAid UK

copy Daryl Upsall amp Associates SL 7

WHERE IT ALL BEGANAND CONTINUES

bull Started 20 years ago in Austria by Greenpeace and Dialogue Direct

bull Austrian church claimed Greenpeace was reducing church collections

copy Daryl Upsall amp Associates SL 8

FACE TO FACE WORLDWIDE

copy Daryl Upsall amp Associates SL 9

LEXICON OF F2F FUNDRAISING

What are we talking about ndash the tool bull Face to face (F2F) bull Direct dialogue (DD) bull Door to door (D2D) bull Street fundraising bull Canvassing bull Dialoguing bull Facing bull hellip

copy Daryl Upsall amp Associates SL 10 10

LEXICON OF F2F FUNDRAISING

What are we talking about ndash the people bull Fundraisers bull Facers bull Direct dialoguers bull Canvassers bull Frontliners bull Recruiters bull Team leaders bull ldquoChuggersrdquo hellip or ldquoChangelsrdquo

copy Daryl Upsall amp Associates SL 11

LEXICON OF F2F FUNDRAISING

What are we NOT talking about bull Major donor fundraising bull Cash collections bull Street collections bull Canvassing for chequescashpledges bull Petition signing bull Public education programmes

copy Daryl Upsall amp Associates SL 12

UNHCR Thailand

copy Daryl Upsall amp Associates SL 13

WHO DOES IT WORK FOR

bull Every NGO but the more emotive the cause cancer kids and animals tends to make it easier

bull Child sponsorship is perhaps the easiest product to raise new donors for worldwide

bull Being a well known brand is NOT required for the donorhellip mission is more important

copy Daryl Upsall amp Associates SL 14

copy Daryl Upsall amp Associates SL 15

Save the Children UK

copy Daryl Upsall amp Associates SL 16

WHERE IS FACE TO FACE FUNDRAISING

bull Street bull Door to Door bull Events bull Parks bull Inside shops bull Bars and cafes bull Wild animal parkhellip

Aspinall Foundation UK

F2F Medicos del Mundo Madrid Spain

copy Daryl Upsall amp Associates SL 17

WHERE IS FACE TO FUNDRAISING

bull Workplace bull Malls bull Airports bull Metros bull Hospitals bull Transport hubs bull To be invented where the

public is

copy Daryl Upsall amp Associates SL 18

Save the Children South Africa and Korea

copy Daryl Upsall amp Associates SL 19

TYPES OF F2F MODEL

In house

Agencyoutsourced

Hybrid

Volunteerhellip really

copy Daryl Upsall amp Associates SL 20

EVER CHANGING WORLD OF F2F SUPPLIERShellip

copy Daryl Upsall amp Associates SL 21

KNOW YOUR F2F KPIS ndash WHAT TO MEASURE AND WHY

copy Daryl Upsall amp Associates SL 22

WHATrsquoS A KPI

KEY PERFORMANCE INDICATOR

copy Daryl Upsall amp Associates SL 23

WHATrsquoS A F2F KPI

Sign up rate

Fulfilment rate

Attrition rates

Average gift

Cost per donor (CPA)

Return on Investment

copy Daryl Upsall amp Associates SL 24

SIGN UP RATE

Per hour

Per day

Per shift

Leads

Per hour

Per day

Per shift

Donors

copy Daryl Upsall amp Associates SL 25

DIFFERENCES

Paying for time bull Your sign up rate

determines your cost per contactlead

bull Your fulfilment rate determines your cost per donor (more on this soon)

bull A key metric for in house operations

Paying per donor bull Donor costs are fixed bull Sign up rate less a concern

but bull Donrsquot ignore it as it affects

the efficiency of your campaign and the performance of your vendor

copy Daryl Upsall amp Associates SL 26

FULFILMENT

Fulfilment Occurs only when those who have agreed to become a pledge

donor actually make their first automatic payment Fulfilment can also refer to the process required to

get people to start paying

copy Daryl Upsall amp Associates SL 27

So do you really have a new F2F donor

bull When she has said yes on the street

bull When she has filled in the form

bull When you have said ldquoThank yourdquo to her

bull When she has told her girlfriend in an effort to impress her

27

FULFILMENT

copy Daryl Upsall amp Associates SL 28

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 29

=

SO WHERE IS FACE TO FACE RIGHT NOW

copy Daryl Upsall amp Associates SL 30 30

1 Media public and regulator negativism

2 More diversity - away from the street

3 More engagement - interactivity and creativity

4 Focus on donor loyalty and development

5 More efficiency - technology and processes

CURRENT F2F TRENDS

copy Daryl Upsall amp Associates SL 31

copy Daryl Upsall amp Associates SL 32

copy Daryl Upsall amp Associates SL 33

copy Daryl Upsall amp Associates SL 34 34

USING FACE TO FACEDOOR TO DOOR FUNDRAISING TO BUILD A POSITIVE PUBLIC PROFILE

bull Physically visiblehellipout there bull Before launch ndash internal and

external PR bull Press releasing and local

media ndash Before and after launch

copy Daryl Upsall amp Associates SL 35

POSITIVE PRE- CAMPAIGN MEDIA - UNICEF SPAIN

ldquoExcuse me would you like to become a member of a charity San Sebastian Spain

copy Daryl Upsall amp Associates SL 36

copy Daryl Upsall amp Associates SL 37

Save the Children UK

copy Daryl Upsall amp Associates SL 38

Save the Children UK

copy Daryl Upsall amp Associates SL 39

copy Daryl Upsall amp Associates SL 40

HONG KONG F2F MONTHLY GIVING ALLIANCE

copy Daryl Upsall amp Associates SL 41

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 42

DIVERSIFICATION OF LOCATIONS AND PRESENCE

copy Daryl Upsall amp Associates SL 43 43

DIVERSIFICATION

copy Daryl Upsall amp Associates SL 44 44

DOOR TO DOOR (D2D)

Benefits bull Audience segmentation bull Higher average donor age bull Data availability bull Opportunities beyond large

urban centres bull Suitable for wider range of

fundraiser profiles bull Better fulfilment and

attrition rates

copy Daryl Upsall amp Associates SL 45 45

DOOR TO DOOR (D2D)

Challenges bull Specific housing and

demographic issues bull Security concerns and

access to donors bull Working schedules to

engage with employed donors

bull Self-exclusion or opt-out bull Legal issues

copy Daryl Upsall amp Associates SL 46 46

PRIVATE SITES Corporate

Retail

Events

copy Daryl Upsall amp Associates SL 47

Benefits bull Audience segmentation (eg B2B airport

venues etc) bull Access to multiple sites through single

agreement bull Opportunities to benefit from (and

strengthen) corporate relationships bull Potential for more innovative and interactive

engagement bull Weather-proofing bull Secure environment bull Geographical spread bull Generally higher productivity and donor

quality bull Legitimacy and credibility

PRIVATE SITES

copy Daryl Upsall amp Associates SL 48

bull Challenges bull Restricted access to sites (resource

intensive booking process) bull Potential costs for venue space

(especially shopping malls and events)

bull Barriers to scale-up bull Restrictions to movement bull Additional stand materials bull Fundraiser profiles training and

quality control

PRIVATE SITES

copy Daryl Upsall amp Associates SL 49

ROAMING TEAMS

49

bull Access to new audiences bull Higher productivity bull Motivating for fundraisers

copy Daryl Upsall amp Associates SL 50

OUT WITH THE OLD

copy Daryl Upsall amp Associates SL 51

HOUSTON GALLERIA WORLD VISION US

IN WITH THE NEW

copy Daryl Upsall amp Associates SL 52

SAVE THE CHILDREN - BOSTON

copy Daryl Upsall amp Associates SL 53

WORLD VISION SEATTLE 2012 ndashFOCUSED ON MICRO LOANS

copy Daryl Upsall amp Associates SL 54

HEART amp STROKE FOUNDATION - CANADA

copy Daryl Upsall amp Associates SL 55

copy Daryl Upsall amp Associates SL 56

WORLD VISION SEATTLE FOCUSED ON GIFT CATALOGUE

copy Daryl Upsall amp Associates SL 57

FACE TO FACE FUNDRAISING TODAYhellip AND TOMORROW

copy Daryl Upsall amp Associates SL 58

copy Daryl Upsall amp Associates SL 59

copy Daryl Upsall amp Associates SL 60

copy Daryl Upsall amp Associates SL 61

copy Daryl Upsall amp Associates SL 62 62

MORE INTERACTIVE AND ENGAGING APPROACH

copy Daryl Upsall amp Associates SL 63

10kg

5kg

normal 1-year old child

malnutrition 1-year old child

Comparing weight mid-upper arm of malnutrition and normal 1-year old child using doll+baby carrier

copy Daryl Upsall amp Associates SL 64

F2F TOTAL ENGAGEMENThellipIN BRAZIL

64

copy Daryl Upsall amp Associates SL 65

copy Daryl Upsall amp Associates SL 66

copy Daryl Upsall amp Associates SL 67

copy Daryl Upsall amp Associates SL 68

copy Daryl Upsall amp Associates SL 69

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 70

copy Daryl Upsall amp Associates SL 71

VIRTUAL REALITY ndash WELCOME TO THE FUTURE

71

copy Daryl Upsall amp Associates SL 72

copy Daryl Upsall amp Associates SL 73

FROM THENhellip

73

hellipTO NOW

copy Daryl Upsall amp Associates SL 74

WHATrsquoS THE TECHNOLOGY

copy Daryl Upsall amp Associates SL 75

WHATrsquoS THE KIT

$200 $2-$5

$100

$8-$20

+

copy Daryl Upsall amp Associates SL 76

BACK TO REALITYhellipVIRTUALLY

copy Daryl Upsall amp Associates SL 77

LET ME INTRODUCE YOU TO SIDRAhellip

77

copy Daryl Upsall amp Associates SL 78

SO HOW CAN SIDRA HELP US TO HELP CHILDREN LIKE HER

78

copy Daryl Upsall amp Associates SL 79

VIRTUAL REALITYhellipMAKING A DIFFRENCE

This experience has opened us doors to make recruitment with Face to Face in companies from our corporate alliances hellip and in the case of telcos this VR activity puts UNICEF closer to their business Rocio Salinas Asensio UNICEF Spain

copy Daryl Upsall amp Associates SL 80 80

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 81

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 82

HOW COULD YOU USE A VR EXPERIENCE

82

bull Where bull Who bull How bull What else

copy Daryl Upsall amp Associates SL 83

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 84

FOCUS ON DONOR LOYALTY AND DEVELOPMENT

copy Daryl Upsall amp Associates SL 85

donors

BUT WE HAVE A PROBLEM

copy Daryl Upsall amp Associates SL 86

RETENTION IS THE NEW ACQUISITION CUSTOMER SERVICE IS THE NEW MARKETING - JOE CONNELLY

copy Daryl Upsall amp Associates SL 87 87 87

F2F WELCOME CALL

bull Thanks the donor again bull Reinforces the charity message bull Lets donors know that you like to

listen to them and donrsquot always ask for money

bull Provides more insight into donor motivations

bull Reality check on the donorrsquos understanding of the long term commitment

bull Enhances and confirms data Reduces Early Attritionconsiderably

copy Daryl Upsall amp Associates SL 88

DONOR COMMUNICATIONS

How a new committed

donor is approached and recruited is a key determinant of all subsequent communications

copy Daryl Upsall amp Associates SL 89 89

KEY FACTORS - ENGAGING DONORS

bull Sending the right communications

bull At the right frequency bull With the right message bull In the most suitable

mediumhellipnamely telephone SMS email web

copy Daryl Upsall amp Associates SL 90

DONORS RESPOND DIFFERENTLYhellip SO NEED TO BE TREATED DIFFERENTLY

bull Direct mailpress advert recruited donors are likely to respond better to communications by mail and printed communications

bull New media recruited donors will respond better to emails and text

bull Face to face donors respond best to the telephone

90

copy Daryl Upsall amp Associates SL 91

DONOR COMMUNICATIONS

Face to face recruited donors normally are not interested in printed communication in new media and especially telephone

It is a continuation of the

ldquoconversationrdquo and ldquodialoguerdquo with the charity

copy Daryl Upsall amp Associates SL 92

DONOR COMMUNICATIONS ampldquoTOUCH POINTSrdquo

Research across 100s of NGOs in many countries consistently show that if a donor has more ldquopositive contactsrdquo or ldquotouch pointsrdquo it ndash Builds trust and loyalty ndash Increases responses rates to

appeals and upgrades ndash Reduces attrition ndash Develops the donor journey ndash Increases lifetime value

copy Daryl Upsall amp Associates SL 93

CALLING DONORS

93

Benefits bull Data validation (financial

e-mail phone address) bull Quicker data transfer and

processing bull Immediate welcome

communication bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 94

LISTEN amp OFFER CHOICE

Listen bull Encourage donors to call

write blog etc ndash but make sure you are ready for it

bull Survey donor bull Call them and ask their

opinion or just how they are bull Let them input (eg

Greenpeace ship naming)

Offer choice bull By which method are

communicated with bull How often the are

communicated with bull How they want to

engagehellipor not bull Even offer donation

holidays and downgrades in tough times

94

copy Daryl Upsall amp Associates SL 95

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 96

THANK YOU ndash MEMBER GET MEMBER CALL

bull Normally 20 give names and telephone numbers of 2 people (that means 40 out of all the contacted)

bull 15 of those called convert to monthly donors

copy Daryl Upsall amp Associates SL 97

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 98

MAXIMISING DONOR LIFETIME VALUE

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

98 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 5

THIS SESSION

Love it or hate it F2F

fundraising represents an estimated $1 billion USD in non-profit investment annually

Are you getting the best return

for your investmentrdquo

copy Daryl Upsall amp Associates SL 6

ActionAid UK

copy Daryl Upsall amp Associates SL 7

WHERE IT ALL BEGANAND CONTINUES

bull Started 20 years ago in Austria by Greenpeace and Dialogue Direct

bull Austrian church claimed Greenpeace was reducing church collections

copy Daryl Upsall amp Associates SL 8

FACE TO FACE WORLDWIDE

copy Daryl Upsall amp Associates SL 9

LEXICON OF F2F FUNDRAISING

What are we talking about ndash the tool bull Face to face (F2F) bull Direct dialogue (DD) bull Door to door (D2D) bull Street fundraising bull Canvassing bull Dialoguing bull Facing bull hellip

copy Daryl Upsall amp Associates SL 10 10

LEXICON OF F2F FUNDRAISING

What are we talking about ndash the people bull Fundraisers bull Facers bull Direct dialoguers bull Canvassers bull Frontliners bull Recruiters bull Team leaders bull ldquoChuggersrdquo hellip or ldquoChangelsrdquo

copy Daryl Upsall amp Associates SL 11

LEXICON OF F2F FUNDRAISING

What are we NOT talking about bull Major donor fundraising bull Cash collections bull Street collections bull Canvassing for chequescashpledges bull Petition signing bull Public education programmes

copy Daryl Upsall amp Associates SL 12

UNHCR Thailand

copy Daryl Upsall amp Associates SL 13

WHO DOES IT WORK FOR

bull Every NGO but the more emotive the cause cancer kids and animals tends to make it easier

bull Child sponsorship is perhaps the easiest product to raise new donors for worldwide

bull Being a well known brand is NOT required for the donorhellip mission is more important

copy Daryl Upsall amp Associates SL 14

copy Daryl Upsall amp Associates SL 15

Save the Children UK

copy Daryl Upsall amp Associates SL 16

WHERE IS FACE TO FACE FUNDRAISING

bull Street bull Door to Door bull Events bull Parks bull Inside shops bull Bars and cafes bull Wild animal parkhellip

Aspinall Foundation UK

F2F Medicos del Mundo Madrid Spain

copy Daryl Upsall amp Associates SL 17

WHERE IS FACE TO FUNDRAISING

bull Workplace bull Malls bull Airports bull Metros bull Hospitals bull Transport hubs bull To be invented where the

public is

copy Daryl Upsall amp Associates SL 18

Save the Children South Africa and Korea

copy Daryl Upsall amp Associates SL 19

TYPES OF F2F MODEL

In house

Agencyoutsourced

Hybrid

Volunteerhellip really

copy Daryl Upsall amp Associates SL 20

EVER CHANGING WORLD OF F2F SUPPLIERShellip

copy Daryl Upsall amp Associates SL 21

KNOW YOUR F2F KPIS ndash WHAT TO MEASURE AND WHY

copy Daryl Upsall amp Associates SL 22

WHATrsquoS A KPI

KEY PERFORMANCE INDICATOR

copy Daryl Upsall amp Associates SL 23

WHATrsquoS A F2F KPI

Sign up rate

Fulfilment rate

Attrition rates

Average gift

Cost per donor (CPA)

Return on Investment

copy Daryl Upsall amp Associates SL 24

SIGN UP RATE

Per hour

Per day

Per shift

Leads

Per hour

Per day

Per shift

Donors

copy Daryl Upsall amp Associates SL 25

DIFFERENCES

Paying for time bull Your sign up rate

determines your cost per contactlead

bull Your fulfilment rate determines your cost per donor (more on this soon)

bull A key metric for in house operations

Paying per donor bull Donor costs are fixed bull Sign up rate less a concern

but bull Donrsquot ignore it as it affects

the efficiency of your campaign and the performance of your vendor

copy Daryl Upsall amp Associates SL 26

FULFILMENT

Fulfilment Occurs only when those who have agreed to become a pledge

donor actually make their first automatic payment Fulfilment can also refer to the process required to

get people to start paying

copy Daryl Upsall amp Associates SL 27

So do you really have a new F2F donor

bull When she has said yes on the street

bull When she has filled in the form

bull When you have said ldquoThank yourdquo to her

bull When she has told her girlfriend in an effort to impress her

27

FULFILMENT

copy Daryl Upsall amp Associates SL 28

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 29

=

SO WHERE IS FACE TO FACE RIGHT NOW

copy Daryl Upsall amp Associates SL 30 30

1 Media public and regulator negativism

2 More diversity - away from the street

3 More engagement - interactivity and creativity

4 Focus on donor loyalty and development

5 More efficiency - technology and processes

CURRENT F2F TRENDS

copy Daryl Upsall amp Associates SL 31

copy Daryl Upsall amp Associates SL 32

copy Daryl Upsall amp Associates SL 33

copy Daryl Upsall amp Associates SL 34 34

USING FACE TO FACEDOOR TO DOOR FUNDRAISING TO BUILD A POSITIVE PUBLIC PROFILE

bull Physically visiblehellipout there bull Before launch ndash internal and

external PR bull Press releasing and local

media ndash Before and after launch

copy Daryl Upsall amp Associates SL 35

POSITIVE PRE- CAMPAIGN MEDIA - UNICEF SPAIN

ldquoExcuse me would you like to become a member of a charity San Sebastian Spain

copy Daryl Upsall amp Associates SL 36

copy Daryl Upsall amp Associates SL 37

Save the Children UK

copy Daryl Upsall amp Associates SL 38

Save the Children UK

copy Daryl Upsall amp Associates SL 39

copy Daryl Upsall amp Associates SL 40

HONG KONG F2F MONTHLY GIVING ALLIANCE

copy Daryl Upsall amp Associates SL 41

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 42

DIVERSIFICATION OF LOCATIONS AND PRESENCE

copy Daryl Upsall amp Associates SL 43 43

DIVERSIFICATION

copy Daryl Upsall amp Associates SL 44 44

DOOR TO DOOR (D2D)

Benefits bull Audience segmentation bull Higher average donor age bull Data availability bull Opportunities beyond large

urban centres bull Suitable for wider range of

fundraiser profiles bull Better fulfilment and

attrition rates

copy Daryl Upsall amp Associates SL 45 45

DOOR TO DOOR (D2D)

Challenges bull Specific housing and

demographic issues bull Security concerns and

access to donors bull Working schedules to

engage with employed donors

bull Self-exclusion or opt-out bull Legal issues

copy Daryl Upsall amp Associates SL 46 46

PRIVATE SITES Corporate

Retail

Events

copy Daryl Upsall amp Associates SL 47

Benefits bull Audience segmentation (eg B2B airport

venues etc) bull Access to multiple sites through single

agreement bull Opportunities to benefit from (and

strengthen) corporate relationships bull Potential for more innovative and interactive

engagement bull Weather-proofing bull Secure environment bull Geographical spread bull Generally higher productivity and donor

quality bull Legitimacy and credibility

PRIVATE SITES

copy Daryl Upsall amp Associates SL 48

bull Challenges bull Restricted access to sites (resource

intensive booking process) bull Potential costs for venue space

(especially shopping malls and events)

bull Barriers to scale-up bull Restrictions to movement bull Additional stand materials bull Fundraiser profiles training and

quality control

PRIVATE SITES

copy Daryl Upsall amp Associates SL 49

ROAMING TEAMS

49

bull Access to new audiences bull Higher productivity bull Motivating for fundraisers

copy Daryl Upsall amp Associates SL 50

OUT WITH THE OLD

copy Daryl Upsall amp Associates SL 51

HOUSTON GALLERIA WORLD VISION US

IN WITH THE NEW

copy Daryl Upsall amp Associates SL 52

SAVE THE CHILDREN - BOSTON

copy Daryl Upsall amp Associates SL 53

WORLD VISION SEATTLE 2012 ndashFOCUSED ON MICRO LOANS

copy Daryl Upsall amp Associates SL 54

HEART amp STROKE FOUNDATION - CANADA

copy Daryl Upsall amp Associates SL 55

copy Daryl Upsall amp Associates SL 56

WORLD VISION SEATTLE FOCUSED ON GIFT CATALOGUE

copy Daryl Upsall amp Associates SL 57

FACE TO FACE FUNDRAISING TODAYhellip AND TOMORROW

copy Daryl Upsall amp Associates SL 58

copy Daryl Upsall amp Associates SL 59

copy Daryl Upsall amp Associates SL 60

copy Daryl Upsall amp Associates SL 61

copy Daryl Upsall amp Associates SL 62 62

MORE INTERACTIVE AND ENGAGING APPROACH

copy Daryl Upsall amp Associates SL 63

10kg

5kg

normal 1-year old child

malnutrition 1-year old child

Comparing weight mid-upper arm of malnutrition and normal 1-year old child using doll+baby carrier

copy Daryl Upsall amp Associates SL 64

F2F TOTAL ENGAGEMENThellipIN BRAZIL

64

copy Daryl Upsall amp Associates SL 65

copy Daryl Upsall amp Associates SL 66

copy Daryl Upsall amp Associates SL 67

copy Daryl Upsall amp Associates SL 68

copy Daryl Upsall amp Associates SL 69

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 70

copy Daryl Upsall amp Associates SL 71

VIRTUAL REALITY ndash WELCOME TO THE FUTURE

71

copy Daryl Upsall amp Associates SL 72

copy Daryl Upsall amp Associates SL 73

FROM THENhellip

73

hellipTO NOW

copy Daryl Upsall amp Associates SL 74

WHATrsquoS THE TECHNOLOGY

copy Daryl Upsall amp Associates SL 75

WHATrsquoS THE KIT

$200 $2-$5

$100

$8-$20

+

copy Daryl Upsall amp Associates SL 76

BACK TO REALITYhellipVIRTUALLY

copy Daryl Upsall amp Associates SL 77

LET ME INTRODUCE YOU TO SIDRAhellip

77

copy Daryl Upsall amp Associates SL 78

SO HOW CAN SIDRA HELP US TO HELP CHILDREN LIKE HER

78

copy Daryl Upsall amp Associates SL 79

VIRTUAL REALITYhellipMAKING A DIFFRENCE

This experience has opened us doors to make recruitment with Face to Face in companies from our corporate alliances hellip and in the case of telcos this VR activity puts UNICEF closer to their business Rocio Salinas Asensio UNICEF Spain

copy Daryl Upsall amp Associates SL 80 80

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 81

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 82

HOW COULD YOU USE A VR EXPERIENCE

82

bull Where bull Who bull How bull What else

copy Daryl Upsall amp Associates SL 83

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 84

FOCUS ON DONOR LOYALTY AND DEVELOPMENT

copy Daryl Upsall amp Associates SL 85

donors

BUT WE HAVE A PROBLEM

copy Daryl Upsall amp Associates SL 86

RETENTION IS THE NEW ACQUISITION CUSTOMER SERVICE IS THE NEW MARKETING - JOE CONNELLY

copy Daryl Upsall amp Associates SL 87 87 87

F2F WELCOME CALL

bull Thanks the donor again bull Reinforces the charity message bull Lets donors know that you like to

listen to them and donrsquot always ask for money

bull Provides more insight into donor motivations

bull Reality check on the donorrsquos understanding of the long term commitment

bull Enhances and confirms data Reduces Early Attritionconsiderably

copy Daryl Upsall amp Associates SL 88

DONOR COMMUNICATIONS

How a new committed

donor is approached and recruited is a key determinant of all subsequent communications

copy Daryl Upsall amp Associates SL 89 89

KEY FACTORS - ENGAGING DONORS

bull Sending the right communications

bull At the right frequency bull With the right message bull In the most suitable

mediumhellipnamely telephone SMS email web

copy Daryl Upsall amp Associates SL 90

DONORS RESPOND DIFFERENTLYhellip SO NEED TO BE TREATED DIFFERENTLY

bull Direct mailpress advert recruited donors are likely to respond better to communications by mail and printed communications

bull New media recruited donors will respond better to emails and text

bull Face to face donors respond best to the telephone

90

copy Daryl Upsall amp Associates SL 91

DONOR COMMUNICATIONS

Face to face recruited donors normally are not interested in printed communication in new media and especially telephone

It is a continuation of the

ldquoconversationrdquo and ldquodialoguerdquo with the charity

copy Daryl Upsall amp Associates SL 92

DONOR COMMUNICATIONS ampldquoTOUCH POINTSrdquo

Research across 100s of NGOs in many countries consistently show that if a donor has more ldquopositive contactsrdquo or ldquotouch pointsrdquo it ndash Builds trust and loyalty ndash Increases responses rates to

appeals and upgrades ndash Reduces attrition ndash Develops the donor journey ndash Increases lifetime value

copy Daryl Upsall amp Associates SL 93

CALLING DONORS

93

Benefits bull Data validation (financial

e-mail phone address) bull Quicker data transfer and

processing bull Immediate welcome

communication bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 94

LISTEN amp OFFER CHOICE

Listen bull Encourage donors to call

write blog etc ndash but make sure you are ready for it

bull Survey donor bull Call them and ask their

opinion or just how they are bull Let them input (eg

Greenpeace ship naming)

Offer choice bull By which method are

communicated with bull How often the are

communicated with bull How they want to

engagehellipor not bull Even offer donation

holidays and downgrades in tough times

94

copy Daryl Upsall amp Associates SL 95

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 96

THANK YOU ndash MEMBER GET MEMBER CALL

bull Normally 20 give names and telephone numbers of 2 people (that means 40 out of all the contacted)

bull 15 of those called convert to monthly donors

copy Daryl Upsall amp Associates SL 97

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 98

MAXIMISING DONOR LIFETIME VALUE

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

98 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 6

ActionAid UK

copy Daryl Upsall amp Associates SL 7

WHERE IT ALL BEGANAND CONTINUES

bull Started 20 years ago in Austria by Greenpeace and Dialogue Direct

bull Austrian church claimed Greenpeace was reducing church collections

copy Daryl Upsall amp Associates SL 8

FACE TO FACE WORLDWIDE

copy Daryl Upsall amp Associates SL 9

LEXICON OF F2F FUNDRAISING

What are we talking about ndash the tool bull Face to face (F2F) bull Direct dialogue (DD) bull Door to door (D2D) bull Street fundraising bull Canvassing bull Dialoguing bull Facing bull hellip

copy Daryl Upsall amp Associates SL 10 10

LEXICON OF F2F FUNDRAISING

What are we talking about ndash the people bull Fundraisers bull Facers bull Direct dialoguers bull Canvassers bull Frontliners bull Recruiters bull Team leaders bull ldquoChuggersrdquo hellip or ldquoChangelsrdquo

copy Daryl Upsall amp Associates SL 11

LEXICON OF F2F FUNDRAISING

What are we NOT talking about bull Major donor fundraising bull Cash collections bull Street collections bull Canvassing for chequescashpledges bull Petition signing bull Public education programmes

copy Daryl Upsall amp Associates SL 12

UNHCR Thailand

copy Daryl Upsall amp Associates SL 13

WHO DOES IT WORK FOR

bull Every NGO but the more emotive the cause cancer kids and animals tends to make it easier

bull Child sponsorship is perhaps the easiest product to raise new donors for worldwide

bull Being a well known brand is NOT required for the donorhellip mission is more important

copy Daryl Upsall amp Associates SL 14

copy Daryl Upsall amp Associates SL 15

Save the Children UK

copy Daryl Upsall amp Associates SL 16

WHERE IS FACE TO FACE FUNDRAISING

bull Street bull Door to Door bull Events bull Parks bull Inside shops bull Bars and cafes bull Wild animal parkhellip

Aspinall Foundation UK

F2F Medicos del Mundo Madrid Spain

copy Daryl Upsall amp Associates SL 17

WHERE IS FACE TO FUNDRAISING

bull Workplace bull Malls bull Airports bull Metros bull Hospitals bull Transport hubs bull To be invented where the

public is

copy Daryl Upsall amp Associates SL 18

Save the Children South Africa and Korea

copy Daryl Upsall amp Associates SL 19

TYPES OF F2F MODEL

In house

Agencyoutsourced

Hybrid

Volunteerhellip really

copy Daryl Upsall amp Associates SL 20

EVER CHANGING WORLD OF F2F SUPPLIERShellip

copy Daryl Upsall amp Associates SL 21

KNOW YOUR F2F KPIS ndash WHAT TO MEASURE AND WHY

copy Daryl Upsall amp Associates SL 22

WHATrsquoS A KPI

KEY PERFORMANCE INDICATOR

copy Daryl Upsall amp Associates SL 23

WHATrsquoS A F2F KPI

Sign up rate

Fulfilment rate

Attrition rates

Average gift

Cost per donor (CPA)

Return on Investment

copy Daryl Upsall amp Associates SL 24

SIGN UP RATE

Per hour

Per day

Per shift

Leads

Per hour

Per day

Per shift

Donors

copy Daryl Upsall amp Associates SL 25

DIFFERENCES

Paying for time bull Your sign up rate

determines your cost per contactlead

bull Your fulfilment rate determines your cost per donor (more on this soon)

bull A key metric for in house operations

Paying per donor bull Donor costs are fixed bull Sign up rate less a concern

but bull Donrsquot ignore it as it affects

the efficiency of your campaign and the performance of your vendor

copy Daryl Upsall amp Associates SL 26

FULFILMENT

Fulfilment Occurs only when those who have agreed to become a pledge

donor actually make their first automatic payment Fulfilment can also refer to the process required to

get people to start paying

copy Daryl Upsall amp Associates SL 27

So do you really have a new F2F donor

bull When she has said yes on the street

bull When she has filled in the form

bull When you have said ldquoThank yourdquo to her

bull When she has told her girlfriend in an effort to impress her

27

FULFILMENT

copy Daryl Upsall amp Associates SL 28

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 29

=

SO WHERE IS FACE TO FACE RIGHT NOW

copy Daryl Upsall amp Associates SL 30 30

1 Media public and regulator negativism

2 More diversity - away from the street

3 More engagement - interactivity and creativity

4 Focus on donor loyalty and development

5 More efficiency - technology and processes

CURRENT F2F TRENDS

copy Daryl Upsall amp Associates SL 31

copy Daryl Upsall amp Associates SL 32

copy Daryl Upsall amp Associates SL 33

copy Daryl Upsall amp Associates SL 34 34

USING FACE TO FACEDOOR TO DOOR FUNDRAISING TO BUILD A POSITIVE PUBLIC PROFILE

bull Physically visiblehellipout there bull Before launch ndash internal and

external PR bull Press releasing and local

media ndash Before and after launch

copy Daryl Upsall amp Associates SL 35

POSITIVE PRE- CAMPAIGN MEDIA - UNICEF SPAIN

ldquoExcuse me would you like to become a member of a charity San Sebastian Spain

copy Daryl Upsall amp Associates SL 36

copy Daryl Upsall amp Associates SL 37

Save the Children UK

copy Daryl Upsall amp Associates SL 38

Save the Children UK

copy Daryl Upsall amp Associates SL 39

copy Daryl Upsall amp Associates SL 40

HONG KONG F2F MONTHLY GIVING ALLIANCE

copy Daryl Upsall amp Associates SL 41

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 42

DIVERSIFICATION OF LOCATIONS AND PRESENCE

copy Daryl Upsall amp Associates SL 43 43

DIVERSIFICATION

copy Daryl Upsall amp Associates SL 44 44

DOOR TO DOOR (D2D)

Benefits bull Audience segmentation bull Higher average donor age bull Data availability bull Opportunities beyond large

urban centres bull Suitable for wider range of

fundraiser profiles bull Better fulfilment and

attrition rates

copy Daryl Upsall amp Associates SL 45 45

DOOR TO DOOR (D2D)

Challenges bull Specific housing and

demographic issues bull Security concerns and

access to donors bull Working schedules to

engage with employed donors

bull Self-exclusion or opt-out bull Legal issues

copy Daryl Upsall amp Associates SL 46 46

PRIVATE SITES Corporate

Retail

Events

copy Daryl Upsall amp Associates SL 47

Benefits bull Audience segmentation (eg B2B airport

venues etc) bull Access to multiple sites through single

agreement bull Opportunities to benefit from (and

strengthen) corporate relationships bull Potential for more innovative and interactive

engagement bull Weather-proofing bull Secure environment bull Geographical spread bull Generally higher productivity and donor

quality bull Legitimacy and credibility

PRIVATE SITES

copy Daryl Upsall amp Associates SL 48

bull Challenges bull Restricted access to sites (resource

intensive booking process) bull Potential costs for venue space

(especially shopping malls and events)

bull Barriers to scale-up bull Restrictions to movement bull Additional stand materials bull Fundraiser profiles training and

quality control

PRIVATE SITES

copy Daryl Upsall amp Associates SL 49

ROAMING TEAMS

49

bull Access to new audiences bull Higher productivity bull Motivating for fundraisers

copy Daryl Upsall amp Associates SL 50

OUT WITH THE OLD

copy Daryl Upsall amp Associates SL 51

HOUSTON GALLERIA WORLD VISION US

IN WITH THE NEW

copy Daryl Upsall amp Associates SL 52

SAVE THE CHILDREN - BOSTON

copy Daryl Upsall amp Associates SL 53

WORLD VISION SEATTLE 2012 ndashFOCUSED ON MICRO LOANS

copy Daryl Upsall amp Associates SL 54

HEART amp STROKE FOUNDATION - CANADA

copy Daryl Upsall amp Associates SL 55

copy Daryl Upsall amp Associates SL 56

WORLD VISION SEATTLE FOCUSED ON GIFT CATALOGUE

copy Daryl Upsall amp Associates SL 57

FACE TO FACE FUNDRAISING TODAYhellip AND TOMORROW

copy Daryl Upsall amp Associates SL 58

copy Daryl Upsall amp Associates SL 59

copy Daryl Upsall amp Associates SL 60

copy Daryl Upsall amp Associates SL 61

copy Daryl Upsall amp Associates SL 62 62

MORE INTERACTIVE AND ENGAGING APPROACH

copy Daryl Upsall amp Associates SL 63

10kg

5kg

normal 1-year old child

malnutrition 1-year old child

Comparing weight mid-upper arm of malnutrition and normal 1-year old child using doll+baby carrier

copy Daryl Upsall amp Associates SL 64

F2F TOTAL ENGAGEMENThellipIN BRAZIL

64

copy Daryl Upsall amp Associates SL 65

copy Daryl Upsall amp Associates SL 66

copy Daryl Upsall amp Associates SL 67

copy Daryl Upsall amp Associates SL 68

copy Daryl Upsall amp Associates SL 69

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 70

copy Daryl Upsall amp Associates SL 71

VIRTUAL REALITY ndash WELCOME TO THE FUTURE

71

copy Daryl Upsall amp Associates SL 72

copy Daryl Upsall amp Associates SL 73

FROM THENhellip

73

hellipTO NOW

copy Daryl Upsall amp Associates SL 74

WHATrsquoS THE TECHNOLOGY

copy Daryl Upsall amp Associates SL 75

WHATrsquoS THE KIT

$200 $2-$5

$100

$8-$20

+

copy Daryl Upsall amp Associates SL 76

BACK TO REALITYhellipVIRTUALLY

copy Daryl Upsall amp Associates SL 77

LET ME INTRODUCE YOU TO SIDRAhellip

77

copy Daryl Upsall amp Associates SL 78

SO HOW CAN SIDRA HELP US TO HELP CHILDREN LIKE HER

78

copy Daryl Upsall amp Associates SL 79

VIRTUAL REALITYhellipMAKING A DIFFRENCE

This experience has opened us doors to make recruitment with Face to Face in companies from our corporate alliances hellip and in the case of telcos this VR activity puts UNICEF closer to their business Rocio Salinas Asensio UNICEF Spain

copy Daryl Upsall amp Associates SL 80 80

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 81

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 82

HOW COULD YOU USE A VR EXPERIENCE

82

bull Where bull Who bull How bull What else

copy Daryl Upsall amp Associates SL 83

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 84

FOCUS ON DONOR LOYALTY AND DEVELOPMENT

copy Daryl Upsall amp Associates SL 85

donors

BUT WE HAVE A PROBLEM

copy Daryl Upsall amp Associates SL 86

RETENTION IS THE NEW ACQUISITION CUSTOMER SERVICE IS THE NEW MARKETING - JOE CONNELLY

copy Daryl Upsall amp Associates SL 87 87 87

F2F WELCOME CALL

bull Thanks the donor again bull Reinforces the charity message bull Lets donors know that you like to

listen to them and donrsquot always ask for money

bull Provides more insight into donor motivations

bull Reality check on the donorrsquos understanding of the long term commitment

bull Enhances and confirms data Reduces Early Attritionconsiderably

copy Daryl Upsall amp Associates SL 88

DONOR COMMUNICATIONS

How a new committed

donor is approached and recruited is a key determinant of all subsequent communications

copy Daryl Upsall amp Associates SL 89 89

KEY FACTORS - ENGAGING DONORS

bull Sending the right communications

bull At the right frequency bull With the right message bull In the most suitable

mediumhellipnamely telephone SMS email web

copy Daryl Upsall amp Associates SL 90

DONORS RESPOND DIFFERENTLYhellip SO NEED TO BE TREATED DIFFERENTLY

bull Direct mailpress advert recruited donors are likely to respond better to communications by mail and printed communications

bull New media recruited donors will respond better to emails and text

bull Face to face donors respond best to the telephone

90

copy Daryl Upsall amp Associates SL 91

DONOR COMMUNICATIONS

Face to face recruited donors normally are not interested in printed communication in new media and especially telephone

It is a continuation of the

ldquoconversationrdquo and ldquodialoguerdquo with the charity

copy Daryl Upsall amp Associates SL 92

DONOR COMMUNICATIONS ampldquoTOUCH POINTSrdquo

Research across 100s of NGOs in many countries consistently show that if a donor has more ldquopositive contactsrdquo or ldquotouch pointsrdquo it ndash Builds trust and loyalty ndash Increases responses rates to

appeals and upgrades ndash Reduces attrition ndash Develops the donor journey ndash Increases lifetime value

copy Daryl Upsall amp Associates SL 93

CALLING DONORS

93

Benefits bull Data validation (financial

e-mail phone address) bull Quicker data transfer and

processing bull Immediate welcome

communication bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 94

LISTEN amp OFFER CHOICE

Listen bull Encourage donors to call

write blog etc ndash but make sure you are ready for it

bull Survey donor bull Call them and ask their

opinion or just how they are bull Let them input (eg

Greenpeace ship naming)

Offer choice bull By which method are

communicated with bull How often the are

communicated with bull How they want to

engagehellipor not bull Even offer donation

holidays and downgrades in tough times

94

copy Daryl Upsall amp Associates SL 95

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 96

THANK YOU ndash MEMBER GET MEMBER CALL

bull Normally 20 give names and telephone numbers of 2 people (that means 40 out of all the contacted)

bull 15 of those called convert to monthly donors

copy Daryl Upsall amp Associates SL 97

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 98

MAXIMISING DONOR LIFETIME VALUE

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

98 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 7

WHERE IT ALL BEGANAND CONTINUES

bull Started 20 years ago in Austria by Greenpeace and Dialogue Direct

bull Austrian church claimed Greenpeace was reducing church collections

copy Daryl Upsall amp Associates SL 8

FACE TO FACE WORLDWIDE

copy Daryl Upsall amp Associates SL 9

LEXICON OF F2F FUNDRAISING

What are we talking about ndash the tool bull Face to face (F2F) bull Direct dialogue (DD) bull Door to door (D2D) bull Street fundraising bull Canvassing bull Dialoguing bull Facing bull hellip

copy Daryl Upsall amp Associates SL 10 10

LEXICON OF F2F FUNDRAISING

What are we talking about ndash the people bull Fundraisers bull Facers bull Direct dialoguers bull Canvassers bull Frontliners bull Recruiters bull Team leaders bull ldquoChuggersrdquo hellip or ldquoChangelsrdquo

copy Daryl Upsall amp Associates SL 11

LEXICON OF F2F FUNDRAISING

What are we NOT talking about bull Major donor fundraising bull Cash collections bull Street collections bull Canvassing for chequescashpledges bull Petition signing bull Public education programmes

copy Daryl Upsall amp Associates SL 12

UNHCR Thailand

copy Daryl Upsall amp Associates SL 13

WHO DOES IT WORK FOR

bull Every NGO but the more emotive the cause cancer kids and animals tends to make it easier

bull Child sponsorship is perhaps the easiest product to raise new donors for worldwide

bull Being a well known brand is NOT required for the donorhellip mission is more important

copy Daryl Upsall amp Associates SL 14

copy Daryl Upsall amp Associates SL 15

Save the Children UK

copy Daryl Upsall amp Associates SL 16

WHERE IS FACE TO FACE FUNDRAISING

bull Street bull Door to Door bull Events bull Parks bull Inside shops bull Bars and cafes bull Wild animal parkhellip

Aspinall Foundation UK

F2F Medicos del Mundo Madrid Spain

copy Daryl Upsall amp Associates SL 17

WHERE IS FACE TO FUNDRAISING

bull Workplace bull Malls bull Airports bull Metros bull Hospitals bull Transport hubs bull To be invented where the

public is

copy Daryl Upsall amp Associates SL 18

Save the Children South Africa and Korea

copy Daryl Upsall amp Associates SL 19

TYPES OF F2F MODEL

In house

Agencyoutsourced

Hybrid

Volunteerhellip really

copy Daryl Upsall amp Associates SL 20

EVER CHANGING WORLD OF F2F SUPPLIERShellip

copy Daryl Upsall amp Associates SL 21

KNOW YOUR F2F KPIS ndash WHAT TO MEASURE AND WHY

copy Daryl Upsall amp Associates SL 22

WHATrsquoS A KPI

KEY PERFORMANCE INDICATOR

copy Daryl Upsall amp Associates SL 23

WHATrsquoS A F2F KPI

Sign up rate

Fulfilment rate

Attrition rates

Average gift

Cost per donor (CPA)

Return on Investment

copy Daryl Upsall amp Associates SL 24

SIGN UP RATE

Per hour

Per day

Per shift

Leads

Per hour

Per day

Per shift

Donors

copy Daryl Upsall amp Associates SL 25

DIFFERENCES

Paying for time bull Your sign up rate

determines your cost per contactlead

bull Your fulfilment rate determines your cost per donor (more on this soon)

bull A key metric for in house operations

Paying per donor bull Donor costs are fixed bull Sign up rate less a concern

but bull Donrsquot ignore it as it affects

the efficiency of your campaign and the performance of your vendor

copy Daryl Upsall amp Associates SL 26

FULFILMENT

Fulfilment Occurs only when those who have agreed to become a pledge

donor actually make their first automatic payment Fulfilment can also refer to the process required to

get people to start paying

copy Daryl Upsall amp Associates SL 27

So do you really have a new F2F donor

bull When she has said yes on the street

bull When she has filled in the form

bull When you have said ldquoThank yourdquo to her

bull When she has told her girlfriend in an effort to impress her

27

FULFILMENT

copy Daryl Upsall amp Associates SL 28

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 29

=

SO WHERE IS FACE TO FACE RIGHT NOW

copy Daryl Upsall amp Associates SL 30 30

1 Media public and regulator negativism

2 More diversity - away from the street

3 More engagement - interactivity and creativity

4 Focus on donor loyalty and development

5 More efficiency - technology and processes

CURRENT F2F TRENDS

copy Daryl Upsall amp Associates SL 31

copy Daryl Upsall amp Associates SL 32

copy Daryl Upsall amp Associates SL 33

copy Daryl Upsall amp Associates SL 34 34

USING FACE TO FACEDOOR TO DOOR FUNDRAISING TO BUILD A POSITIVE PUBLIC PROFILE

bull Physically visiblehellipout there bull Before launch ndash internal and

external PR bull Press releasing and local

media ndash Before and after launch

copy Daryl Upsall amp Associates SL 35

POSITIVE PRE- CAMPAIGN MEDIA - UNICEF SPAIN

ldquoExcuse me would you like to become a member of a charity San Sebastian Spain

copy Daryl Upsall amp Associates SL 36

copy Daryl Upsall amp Associates SL 37

Save the Children UK

copy Daryl Upsall amp Associates SL 38

Save the Children UK

copy Daryl Upsall amp Associates SL 39

copy Daryl Upsall amp Associates SL 40

HONG KONG F2F MONTHLY GIVING ALLIANCE

copy Daryl Upsall amp Associates SL 41

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 42

DIVERSIFICATION OF LOCATIONS AND PRESENCE

copy Daryl Upsall amp Associates SL 43 43

DIVERSIFICATION

copy Daryl Upsall amp Associates SL 44 44

DOOR TO DOOR (D2D)

Benefits bull Audience segmentation bull Higher average donor age bull Data availability bull Opportunities beyond large

urban centres bull Suitable for wider range of

fundraiser profiles bull Better fulfilment and

attrition rates

copy Daryl Upsall amp Associates SL 45 45

DOOR TO DOOR (D2D)

Challenges bull Specific housing and

demographic issues bull Security concerns and

access to donors bull Working schedules to

engage with employed donors

bull Self-exclusion or opt-out bull Legal issues

copy Daryl Upsall amp Associates SL 46 46

PRIVATE SITES Corporate

Retail

Events

copy Daryl Upsall amp Associates SL 47

Benefits bull Audience segmentation (eg B2B airport

venues etc) bull Access to multiple sites through single

agreement bull Opportunities to benefit from (and

strengthen) corporate relationships bull Potential for more innovative and interactive

engagement bull Weather-proofing bull Secure environment bull Geographical spread bull Generally higher productivity and donor

quality bull Legitimacy and credibility

PRIVATE SITES

copy Daryl Upsall amp Associates SL 48

bull Challenges bull Restricted access to sites (resource

intensive booking process) bull Potential costs for venue space

(especially shopping malls and events)

bull Barriers to scale-up bull Restrictions to movement bull Additional stand materials bull Fundraiser profiles training and

quality control

PRIVATE SITES

copy Daryl Upsall amp Associates SL 49

ROAMING TEAMS

49

bull Access to new audiences bull Higher productivity bull Motivating for fundraisers

copy Daryl Upsall amp Associates SL 50

OUT WITH THE OLD

copy Daryl Upsall amp Associates SL 51

HOUSTON GALLERIA WORLD VISION US

IN WITH THE NEW

copy Daryl Upsall amp Associates SL 52

SAVE THE CHILDREN - BOSTON

copy Daryl Upsall amp Associates SL 53

WORLD VISION SEATTLE 2012 ndashFOCUSED ON MICRO LOANS

copy Daryl Upsall amp Associates SL 54

HEART amp STROKE FOUNDATION - CANADA

copy Daryl Upsall amp Associates SL 55

copy Daryl Upsall amp Associates SL 56

WORLD VISION SEATTLE FOCUSED ON GIFT CATALOGUE

copy Daryl Upsall amp Associates SL 57

FACE TO FACE FUNDRAISING TODAYhellip AND TOMORROW

copy Daryl Upsall amp Associates SL 58

copy Daryl Upsall amp Associates SL 59

copy Daryl Upsall amp Associates SL 60

copy Daryl Upsall amp Associates SL 61

copy Daryl Upsall amp Associates SL 62 62

MORE INTERACTIVE AND ENGAGING APPROACH

copy Daryl Upsall amp Associates SL 63

10kg

5kg

normal 1-year old child

malnutrition 1-year old child

Comparing weight mid-upper arm of malnutrition and normal 1-year old child using doll+baby carrier

copy Daryl Upsall amp Associates SL 64

F2F TOTAL ENGAGEMENThellipIN BRAZIL

64

copy Daryl Upsall amp Associates SL 65

copy Daryl Upsall amp Associates SL 66

copy Daryl Upsall amp Associates SL 67

copy Daryl Upsall amp Associates SL 68

copy Daryl Upsall amp Associates SL 69

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 70

copy Daryl Upsall amp Associates SL 71

VIRTUAL REALITY ndash WELCOME TO THE FUTURE

71

copy Daryl Upsall amp Associates SL 72

copy Daryl Upsall amp Associates SL 73

FROM THENhellip

73

hellipTO NOW

copy Daryl Upsall amp Associates SL 74

WHATrsquoS THE TECHNOLOGY

copy Daryl Upsall amp Associates SL 75

WHATrsquoS THE KIT

$200 $2-$5

$100

$8-$20

+

copy Daryl Upsall amp Associates SL 76

BACK TO REALITYhellipVIRTUALLY

copy Daryl Upsall amp Associates SL 77

LET ME INTRODUCE YOU TO SIDRAhellip

77

copy Daryl Upsall amp Associates SL 78

SO HOW CAN SIDRA HELP US TO HELP CHILDREN LIKE HER

78

copy Daryl Upsall amp Associates SL 79

VIRTUAL REALITYhellipMAKING A DIFFRENCE

This experience has opened us doors to make recruitment with Face to Face in companies from our corporate alliances hellip and in the case of telcos this VR activity puts UNICEF closer to their business Rocio Salinas Asensio UNICEF Spain

copy Daryl Upsall amp Associates SL 80 80

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 81

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 82

HOW COULD YOU USE A VR EXPERIENCE

82

bull Where bull Who bull How bull What else

copy Daryl Upsall amp Associates SL 83

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 84

FOCUS ON DONOR LOYALTY AND DEVELOPMENT

copy Daryl Upsall amp Associates SL 85

donors

BUT WE HAVE A PROBLEM

copy Daryl Upsall amp Associates SL 86

RETENTION IS THE NEW ACQUISITION CUSTOMER SERVICE IS THE NEW MARKETING - JOE CONNELLY

copy Daryl Upsall amp Associates SL 87 87 87

F2F WELCOME CALL

bull Thanks the donor again bull Reinforces the charity message bull Lets donors know that you like to

listen to them and donrsquot always ask for money

bull Provides more insight into donor motivations

bull Reality check on the donorrsquos understanding of the long term commitment

bull Enhances and confirms data Reduces Early Attritionconsiderably

copy Daryl Upsall amp Associates SL 88

DONOR COMMUNICATIONS

How a new committed

donor is approached and recruited is a key determinant of all subsequent communications

copy Daryl Upsall amp Associates SL 89 89

KEY FACTORS - ENGAGING DONORS

bull Sending the right communications

bull At the right frequency bull With the right message bull In the most suitable

mediumhellipnamely telephone SMS email web

copy Daryl Upsall amp Associates SL 90

DONORS RESPOND DIFFERENTLYhellip SO NEED TO BE TREATED DIFFERENTLY

bull Direct mailpress advert recruited donors are likely to respond better to communications by mail and printed communications

bull New media recruited donors will respond better to emails and text

bull Face to face donors respond best to the telephone

90

copy Daryl Upsall amp Associates SL 91

DONOR COMMUNICATIONS

Face to face recruited donors normally are not interested in printed communication in new media and especially telephone

It is a continuation of the

ldquoconversationrdquo and ldquodialoguerdquo with the charity

copy Daryl Upsall amp Associates SL 92

DONOR COMMUNICATIONS ampldquoTOUCH POINTSrdquo

Research across 100s of NGOs in many countries consistently show that if a donor has more ldquopositive contactsrdquo or ldquotouch pointsrdquo it ndash Builds trust and loyalty ndash Increases responses rates to

appeals and upgrades ndash Reduces attrition ndash Develops the donor journey ndash Increases lifetime value

copy Daryl Upsall amp Associates SL 93

CALLING DONORS

93

Benefits bull Data validation (financial

e-mail phone address) bull Quicker data transfer and

processing bull Immediate welcome

communication bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 94

LISTEN amp OFFER CHOICE

Listen bull Encourage donors to call

write blog etc ndash but make sure you are ready for it

bull Survey donor bull Call them and ask their

opinion or just how they are bull Let them input (eg

Greenpeace ship naming)

Offer choice bull By which method are

communicated with bull How often the are

communicated with bull How they want to

engagehellipor not bull Even offer donation

holidays and downgrades in tough times

94

copy Daryl Upsall amp Associates SL 95

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 96

THANK YOU ndash MEMBER GET MEMBER CALL

bull Normally 20 give names and telephone numbers of 2 people (that means 40 out of all the contacted)

bull 15 of those called convert to monthly donors

copy Daryl Upsall amp Associates SL 97

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 98

MAXIMISING DONOR LIFETIME VALUE

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

98 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 8

FACE TO FACE WORLDWIDE

copy Daryl Upsall amp Associates SL 9

LEXICON OF F2F FUNDRAISING

What are we talking about ndash the tool bull Face to face (F2F) bull Direct dialogue (DD) bull Door to door (D2D) bull Street fundraising bull Canvassing bull Dialoguing bull Facing bull hellip

copy Daryl Upsall amp Associates SL 10 10

LEXICON OF F2F FUNDRAISING

What are we talking about ndash the people bull Fundraisers bull Facers bull Direct dialoguers bull Canvassers bull Frontliners bull Recruiters bull Team leaders bull ldquoChuggersrdquo hellip or ldquoChangelsrdquo

copy Daryl Upsall amp Associates SL 11

LEXICON OF F2F FUNDRAISING

What are we NOT talking about bull Major donor fundraising bull Cash collections bull Street collections bull Canvassing for chequescashpledges bull Petition signing bull Public education programmes

copy Daryl Upsall amp Associates SL 12

UNHCR Thailand

copy Daryl Upsall amp Associates SL 13

WHO DOES IT WORK FOR

bull Every NGO but the more emotive the cause cancer kids and animals tends to make it easier

bull Child sponsorship is perhaps the easiest product to raise new donors for worldwide

bull Being a well known brand is NOT required for the donorhellip mission is more important

copy Daryl Upsall amp Associates SL 14

copy Daryl Upsall amp Associates SL 15

Save the Children UK

copy Daryl Upsall amp Associates SL 16

WHERE IS FACE TO FACE FUNDRAISING

bull Street bull Door to Door bull Events bull Parks bull Inside shops bull Bars and cafes bull Wild animal parkhellip

Aspinall Foundation UK

F2F Medicos del Mundo Madrid Spain

copy Daryl Upsall amp Associates SL 17

WHERE IS FACE TO FUNDRAISING

bull Workplace bull Malls bull Airports bull Metros bull Hospitals bull Transport hubs bull To be invented where the

public is

copy Daryl Upsall amp Associates SL 18

Save the Children South Africa and Korea

copy Daryl Upsall amp Associates SL 19

TYPES OF F2F MODEL

In house

Agencyoutsourced

Hybrid

Volunteerhellip really

copy Daryl Upsall amp Associates SL 20

EVER CHANGING WORLD OF F2F SUPPLIERShellip

copy Daryl Upsall amp Associates SL 21

KNOW YOUR F2F KPIS ndash WHAT TO MEASURE AND WHY

copy Daryl Upsall amp Associates SL 22

WHATrsquoS A KPI

KEY PERFORMANCE INDICATOR

copy Daryl Upsall amp Associates SL 23

WHATrsquoS A F2F KPI

Sign up rate

Fulfilment rate

Attrition rates

Average gift

Cost per donor (CPA)

Return on Investment

copy Daryl Upsall amp Associates SL 24

SIGN UP RATE

Per hour

Per day

Per shift

Leads

Per hour

Per day

Per shift

Donors

copy Daryl Upsall amp Associates SL 25

DIFFERENCES

Paying for time bull Your sign up rate

determines your cost per contactlead

bull Your fulfilment rate determines your cost per donor (more on this soon)

bull A key metric for in house operations

Paying per donor bull Donor costs are fixed bull Sign up rate less a concern

but bull Donrsquot ignore it as it affects

the efficiency of your campaign and the performance of your vendor

copy Daryl Upsall amp Associates SL 26

FULFILMENT

Fulfilment Occurs only when those who have agreed to become a pledge

donor actually make their first automatic payment Fulfilment can also refer to the process required to

get people to start paying

copy Daryl Upsall amp Associates SL 27

So do you really have a new F2F donor

bull When she has said yes on the street

bull When she has filled in the form

bull When you have said ldquoThank yourdquo to her

bull When she has told her girlfriend in an effort to impress her

27

FULFILMENT

copy Daryl Upsall amp Associates SL 28

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 29

=

SO WHERE IS FACE TO FACE RIGHT NOW

copy Daryl Upsall amp Associates SL 30 30

1 Media public and regulator negativism

2 More diversity - away from the street

3 More engagement - interactivity and creativity

4 Focus on donor loyalty and development

5 More efficiency - technology and processes

CURRENT F2F TRENDS

copy Daryl Upsall amp Associates SL 31

copy Daryl Upsall amp Associates SL 32

copy Daryl Upsall amp Associates SL 33

copy Daryl Upsall amp Associates SL 34 34

USING FACE TO FACEDOOR TO DOOR FUNDRAISING TO BUILD A POSITIVE PUBLIC PROFILE

bull Physically visiblehellipout there bull Before launch ndash internal and

external PR bull Press releasing and local

media ndash Before and after launch

copy Daryl Upsall amp Associates SL 35

POSITIVE PRE- CAMPAIGN MEDIA - UNICEF SPAIN

ldquoExcuse me would you like to become a member of a charity San Sebastian Spain

copy Daryl Upsall amp Associates SL 36

copy Daryl Upsall amp Associates SL 37

Save the Children UK

copy Daryl Upsall amp Associates SL 38

Save the Children UK

copy Daryl Upsall amp Associates SL 39

copy Daryl Upsall amp Associates SL 40

HONG KONG F2F MONTHLY GIVING ALLIANCE

copy Daryl Upsall amp Associates SL 41

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 42

DIVERSIFICATION OF LOCATIONS AND PRESENCE

copy Daryl Upsall amp Associates SL 43 43

DIVERSIFICATION

copy Daryl Upsall amp Associates SL 44 44

DOOR TO DOOR (D2D)

Benefits bull Audience segmentation bull Higher average donor age bull Data availability bull Opportunities beyond large

urban centres bull Suitable for wider range of

fundraiser profiles bull Better fulfilment and

attrition rates

copy Daryl Upsall amp Associates SL 45 45

DOOR TO DOOR (D2D)

Challenges bull Specific housing and

demographic issues bull Security concerns and

access to donors bull Working schedules to

engage with employed donors

bull Self-exclusion or opt-out bull Legal issues

copy Daryl Upsall amp Associates SL 46 46

PRIVATE SITES Corporate

Retail

Events

copy Daryl Upsall amp Associates SL 47

Benefits bull Audience segmentation (eg B2B airport

venues etc) bull Access to multiple sites through single

agreement bull Opportunities to benefit from (and

strengthen) corporate relationships bull Potential for more innovative and interactive

engagement bull Weather-proofing bull Secure environment bull Geographical spread bull Generally higher productivity and donor

quality bull Legitimacy and credibility

PRIVATE SITES

copy Daryl Upsall amp Associates SL 48

bull Challenges bull Restricted access to sites (resource

intensive booking process) bull Potential costs for venue space

(especially shopping malls and events)

bull Barriers to scale-up bull Restrictions to movement bull Additional stand materials bull Fundraiser profiles training and

quality control

PRIVATE SITES

copy Daryl Upsall amp Associates SL 49

ROAMING TEAMS

49

bull Access to new audiences bull Higher productivity bull Motivating for fundraisers

copy Daryl Upsall amp Associates SL 50

OUT WITH THE OLD

copy Daryl Upsall amp Associates SL 51

HOUSTON GALLERIA WORLD VISION US

IN WITH THE NEW

copy Daryl Upsall amp Associates SL 52

SAVE THE CHILDREN - BOSTON

copy Daryl Upsall amp Associates SL 53

WORLD VISION SEATTLE 2012 ndashFOCUSED ON MICRO LOANS

copy Daryl Upsall amp Associates SL 54

HEART amp STROKE FOUNDATION - CANADA

copy Daryl Upsall amp Associates SL 55

copy Daryl Upsall amp Associates SL 56

WORLD VISION SEATTLE FOCUSED ON GIFT CATALOGUE

copy Daryl Upsall amp Associates SL 57

FACE TO FACE FUNDRAISING TODAYhellip AND TOMORROW

copy Daryl Upsall amp Associates SL 58

copy Daryl Upsall amp Associates SL 59

copy Daryl Upsall amp Associates SL 60

copy Daryl Upsall amp Associates SL 61

copy Daryl Upsall amp Associates SL 62 62

MORE INTERACTIVE AND ENGAGING APPROACH

copy Daryl Upsall amp Associates SL 63

10kg

5kg

normal 1-year old child

malnutrition 1-year old child

Comparing weight mid-upper arm of malnutrition and normal 1-year old child using doll+baby carrier

copy Daryl Upsall amp Associates SL 64

F2F TOTAL ENGAGEMENThellipIN BRAZIL

64

copy Daryl Upsall amp Associates SL 65

copy Daryl Upsall amp Associates SL 66

copy Daryl Upsall amp Associates SL 67

copy Daryl Upsall amp Associates SL 68

copy Daryl Upsall amp Associates SL 69

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 70

copy Daryl Upsall amp Associates SL 71

VIRTUAL REALITY ndash WELCOME TO THE FUTURE

71

copy Daryl Upsall amp Associates SL 72

copy Daryl Upsall amp Associates SL 73

FROM THENhellip

73

hellipTO NOW

copy Daryl Upsall amp Associates SL 74

WHATrsquoS THE TECHNOLOGY

copy Daryl Upsall amp Associates SL 75

WHATrsquoS THE KIT

$200 $2-$5

$100

$8-$20

+

copy Daryl Upsall amp Associates SL 76

BACK TO REALITYhellipVIRTUALLY

copy Daryl Upsall amp Associates SL 77

LET ME INTRODUCE YOU TO SIDRAhellip

77

copy Daryl Upsall amp Associates SL 78

SO HOW CAN SIDRA HELP US TO HELP CHILDREN LIKE HER

78

copy Daryl Upsall amp Associates SL 79

VIRTUAL REALITYhellipMAKING A DIFFRENCE

This experience has opened us doors to make recruitment with Face to Face in companies from our corporate alliances hellip and in the case of telcos this VR activity puts UNICEF closer to their business Rocio Salinas Asensio UNICEF Spain

copy Daryl Upsall amp Associates SL 80 80

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 81

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 82

HOW COULD YOU USE A VR EXPERIENCE

82

bull Where bull Who bull How bull What else

copy Daryl Upsall amp Associates SL 83

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 84

FOCUS ON DONOR LOYALTY AND DEVELOPMENT

copy Daryl Upsall amp Associates SL 85

donors

BUT WE HAVE A PROBLEM

copy Daryl Upsall amp Associates SL 86

RETENTION IS THE NEW ACQUISITION CUSTOMER SERVICE IS THE NEW MARKETING - JOE CONNELLY

copy Daryl Upsall amp Associates SL 87 87 87

F2F WELCOME CALL

bull Thanks the donor again bull Reinforces the charity message bull Lets donors know that you like to

listen to them and donrsquot always ask for money

bull Provides more insight into donor motivations

bull Reality check on the donorrsquos understanding of the long term commitment

bull Enhances and confirms data Reduces Early Attritionconsiderably

copy Daryl Upsall amp Associates SL 88

DONOR COMMUNICATIONS

How a new committed

donor is approached and recruited is a key determinant of all subsequent communications

copy Daryl Upsall amp Associates SL 89 89

KEY FACTORS - ENGAGING DONORS

bull Sending the right communications

bull At the right frequency bull With the right message bull In the most suitable

mediumhellipnamely telephone SMS email web

copy Daryl Upsall amp Associates SL 90

DONORS RESPOND DIFFERENTLYhellip SO NEED TO BE TREATED DIFFERENTLY

bull Direct mailpress advert recruited donors are likely to respond better to communications by mail and printed communications

bull New media recruited donors will respond better to emails and text

bull Face to face donors respond best to the telephone

90

copy Daryl Upsall amp Associates SL 91

DONOR COMMUNICATIONS

Face to face recruited donors normally are not interested in printed communication in new media and especially telephone

It is a continuation of the

ldquoconversationrdquo and ldquodialoguerdquo with the charity

copy Daryl Upsall amp Associates SL 92

DONOR COMMUNICATIONS ampldquoTOUCH POINTSrdquo

Research across 100s of NGOs in many countries consistently show that if a donor has more ldquopositive contactsrdquo or ldquotouch pointsrdquo it ndash Builds trust and loyalty ndash Increases responses rates to

appeals and upgrades ndash Reduces attrition ndash Develops the donor journey ndash Increases lifetime value

copy Daryl Upsall amp Associates SL 93

CALLING DONORS

93

Benefits bull Data validation (financial

e-mail phone address) bull Quicker data transfer and

processing bull Immediate welcome

communication bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 94

LISTEN amp OFFER CHOICE

Listen bull Encourage donors to call

write blog etc ndash but make sure you are ready for it

bull Survey donor bull Call them and ask their

opinion or just how they are bull Let them input (eg

Greenpeace ship naming)

Offer choice bull By which method are

communicated with bull How often the are

communicated with bull How they want to

engagehellipor not bull Even offer donation

holidays and downgrades in tough times

94

copy Daryl Upsall amp Associates SL 95

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 96

THANK YOU ndash MEMBER GET MEMBER CALL

bull Normally 20 give names and telephone numbers of 2 people (that means 40 out of all the contacted)

bull 15 of those called convert to monthly donors

copy Daryl Upsall amp Associates SL 97

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 98

MAXIMISING DONOR LIFETIME VALUE

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

98 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 9

LEXICON OF F2F FUNDRAISING

What are we talking about ndash the tool bull Face to face (F2F) bull Direct dialogue (DD) bull Door to door (D2D) bull Street fundraising bull Canvassing bull Dialoguing bull Facing bull hellip

copy Daryl Upsall amp Associates SL 10 10

LEXICON OF F2F FUNDRAISING

What are we talking about ndash the people bull Fundraisers bull Facers bull Direct dialoguers bull Canvassers bull Frontliners bull Recruiters bull Team leaders bull ldquoChuggersrdquo hellip or ldquoChangelsrdquo

copy Daryl Upsall amp Associates SL 11

LEXICON OF F2F FUNDRAISING

What are we NOT talking about bull Major donor fundraising bull Cash collections bull Street collections bull Canvassing for chequescashpledges bull Petition signing bull Public education programmes

copy Daryl Upsall amp Associates SL 12

UNHCR Thailand

copy Daryl Upsall amp Associates SL 13

WHO DOES IT WORK FOR

bull Every NGO but the more emotive the cause cancer kids and animals tends to make it easier

bull Child sponsorship is perhaps the easiest product to raise new donors for worldwide

bull Being a well known brand is NOT required for the donorhellip mission is more important

copy Daryl Upsall amp Associates SL 14

copy Daryl Upsall amp Associates SL 15

Save the Children UK

copy Daryl Upsall amp Associates SL 16

WHERE IS FACE TO FACE FUNDRAISING

bull Street bull Door to Door bull Events bull Parks bull Inside shops bull Bars and cafes bull Wild animal parkhellip

Aspinall Foundation UK

F2F Medicos del Mundo Madrid Spain

copy Daryl Upsall amp Associates SL 17

WHERE IS FACE TO FUNDRAISING

bull Workplace bull Malls bull Airports bull Metros bull Hospitals bull Transport hubs bull To be invented where the

public is

copy Daryl Upsall amp Associates SL 18

Save the Children South Africa and Korea

copy Daryl Upsall amp Associates SL 19

TYPES OF F2F MODEL

In house

Agencyoutsourced

Hybrid

Volunteerhellip really

copy Daryl Upsall amp Associates SL 20

EVER CHANGING WORLD OF F2F SUPPLIERShellip

copy Daryl Upsall amp Associates SL 21

KNOW YOUR F2F KPIS ndash WHAT TO MEASURE AND WHY

copy Daryl Upsall amp Associates SL 22

WHATrsquoS A KPI

KEY PERFORMANCE INDICATOR

copy Daryl Upsall amp Associates SL 23

WHATrsquoS A F2F KPI

Sign up rate

Fulfilment rate

Attrition rates

Average gift

Cost per donor (CPA)

Return on Investment

copy Daryl Upsall amp Associates SL 24

SIGN UP RATE

Per hour

Per day

Per shift

Leads

Per hour

Per day

Per shift

Donors

copy Daryl Upsall amp Associates SL 25

DIFFERENCES

Paying for time bull Your sign up rate

determines your cost per contactlead

bull Your fulfilment rate determines your cost per donor (more on this soon)

bull A key metric for in house operations

Paying per donor bull Donor costs are fixed bull Sign up rate less a concern

but bull Donrsquot ignore it as it affects

the efficiency of your campaign and the performance of your vendor

copy Daryl Upsall amp Associates SL 26

FULFILMENT

Fulfilment Occurs only when those who have agreed to become a pledge

donor actually make their first automatic payment Fulfilment can also refer to the process required to

get people to start paying

copy Daryl Upsall amp Associates SL 27

So do you really have a new F2F donor

bull When she has said yes on the street

bull When she has filled in the form

bull When you have said ldquoThank yourdquo to her

bull When she has told her girlfriend in an effort to impress her

27

FULFILMENT

copy Daryl Upsall amp Associates SL 28

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 29

=

SO WHERE IS FACE TO FACE RIGHT NOW

copy Daryl Upsall amp Associates SL 30 30

1 Media public and regulator negativism

2 More diversity - away from the street

3 More engagement - interactivity and creativity

4 Focus on donor loyalty and development

5 More efficiency - technology and processes

CURRENT F2F TRENDS

copy Daryl Upsall amp Associates SL 31

copy Daryl Upsall amp Associates SL 32

copy Daryl Upsall amp Associates SL 33

copy Daryl Upsall amp Associates SL 34 34

USING FACE TO FACEDOOR TO DOOR FUNDRAISING TO BUILD A POSITIVE PUBLIC PROFILE

bull Physically visiblehellipout there bull Before launch ndash internal and

external PR bull Press releasing and local

media ndash Before and after launch

copy Daryl Upsall amp Associates SL 35

POSITIVE PRE- CAMPAIGN MEDIA - UNICEF SPAIN

ldquoExcuse me would you like to become a member of a charity San Sebastian Spain

copy Daryl Upsall amp Associates SL 36

copy Daryl Upsall amp Associates SL 37

Save the Children UK

copy Daryl Upsall amp Associates SL 38

Save the Children UK

copy Daryl Upsall amp Associates SL 39

copy Daryl Upsall amp Associates SL 40

HONG KONG F2F MONTHLY GIVING ALLIANCE

copy Daryl Upsall amp Associates SL 41

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 42

DIVERSIFICATION OF LOCATIONS AND PRESENCE

copy Daryl Upsall amp Associates SL 43 43

DIVERSIFICATION

copy Daryl Upsall amp Associates SL 44 44

DOOR TO DOOR (D2D)

Benefits bull Audience segmentation bull Higher average donor age bull Data availability bull Opportunities beyond large

urban centres bull Suitable for wider range of

fundraiser profiles bull Better fulfilment and

attrition rates

copy Daryl Upsall amp Associates SL 45 45

DOOR TO DOOR (D2D)

Challenges bull Specific housing and

demographic issues bull Security concerns and

access to donors bull Working schedules to

engage with employed donors

bull Self-exclusion or opt-out bull Legal issues

copy Daryl Upsall amp Associates SL 46 46

PRIVATE SITES Corporate

Retail

Events

copy Daryl Upsall amp Associates SL 47

Benefits bull Audience segmentation (eg B2B airport

venues etc) bull Access to multiple sites through single

agreement bull Opportunities to benefit from (and

strengthen) corporate relationships bull Potential for more innovative and interactive

engagement bull Weather-proofing bull Secure environment bull Geographical spread bull Generally higher productivity and donor

quality bull Legitimacy and credibility

PRIVATE SITES

copy Daryl Upsall amp Associates SL 48

bull Challenges bull Restricted access to sites (resource

intensive booking process) bull Potential costs for venue space

(especially shopping malls and events)

bull Barriers to scale-up bull Restrictions to movement bull Additional stand materials bull Fundraiser profiles training and

quality control

PRIVATE SITES

copy Daryl Upsall amp Associates SL 49

ROAMING TEAMS

49

bull Access to new audiences bull Higher productivity bull Motivating for fundraisers

copy Daryl Upsall amp Associates SL 50

OUT WITH THE OLD

copy Daryl Upsall amp Associates SL 51

HOUSTON GALLERIA WORLD VISION US

IN WITH THE NEW

copy Daryl Upsall amp Associates SL 52

SAVE THE CHILDREN - BOSTON

copy Daryl Upsall amp Associates SL 53

WORLD VISION SEATTLE 2012 ndashFOCUSED ON MICRO LOANS

copy Daryl Upsall amp Associates SL 54

HEART amp STROKE FOUNDATION - CANADA

copy Daryl Upsall amp Associates SL 55

copy Daryl Upsall amp Associates SL 56

WORLD VISION SEATTLE FOCUSED ON GIFT CATALOGUE

copy Daryl Upsall amp Associates SL 57

FACE TO FACE FUNDRAISING TODAYhellip AND TOMORROW

copy Daryl Upsall amp Associates SL 58

copy Daryl Upsall amp Associates SL 59

copy Daryl Upsall amp Associates SL 60

copy Daryl Upsall amp Associates SL 61

copy Daryl Upsall amp Associates SL 62 62

MORE INTERACTIVE AND ENGAGING APPROACH

copy Daryl Upsall amp Associates SL 63

10kg

5kg

normal 1-year old child

malnutrition 1-year old child

Comparing weight mid-upper arm of malnutrition and normal 1-year old child using doll+baby carrier

copy Daryl Upsall amp Associates SL 64

F2F TOTAL ENGAGEMENThellipIN BRAZIL

64

copy Daryl Upsall amp Associates SL 65

copy Daryl Upsall amp Associates SL 66

copy Daryl Upsall amp Associates SL 67

copy Daryl Upsall amp Associates SL 68

copy Daryl Upsall amp Associates SL 69

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 70

copy Daryl Upsall amp Associates SL 71

VIRTUAL REALITY ndash WELCOME TO THE FUTURE

71

copy Daryl Upsall amp Associates SL 72

copy Daryl Upsall amp Associates SL 73

FROM THENhellip

73

hellipTO NOW

copy Daryl Upsall amp Associates SL 74

WHATrsquoS THE TECHNOLOGY

copy Daryl Upsall amp Associates SL 75

WHATrsquoS THE KIT

$200 $2-$5

$100

$8-$20

+

copy Daryl Upsall amp Associates SL 76

BACK TO REALITYhellipVIRTUALLY

copy Daryl Upsall amp Associates SL 77

LET ME INTRODUCE YOU TO SIDRAhellip

77

copy Daryl Upsall amp Associates SL 78

SO HOW CAN SIDRA HELP US TO HELP CHILDREN LIKE HER

78

copy Daryl Upsall amp Associates SL 79

VIRTUAL REALITYhellipMAKING A DIFFRENCE

This experience has opened us doors to make recruitment with Face to Face in companies from our corporate alliances hellip and in the case of telcos this VR activity puts UNICEF closer to their business Rocio Salinas Asensio UNICEF Spain

copy Daryl Upsall amp Associates SL 80 80

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 81

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 82

HOW COULD YOU USE A VR EXPERIENCE

82

bull Where bull Who bull How bull What else

copy Daryl Upsall amp Associates SL 83

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 84

FOCUS ON DONOR LOYALTY AND DEVELOPMENT

copy Daryl Upsall amp Associates SL 85

donors

BUT WE HAVE A PROBLEM

copy Daryl Upsall amp Associates SL 86

RETENTION IS THE NEW ACQUISITION CUSTOMER SERVICE IS THE NEW MARKETING - JOE CONNELLY

copy Daryl Upsall amp Associates SL 87 87 87

F2F WELCOME CALL

bull Thanks the donor again bull Reinforces the charity message bull Lets donors know that you like to

listen to them and donrsquot always ask for money

bull Provides more insight into donor motivations

bull Reality check on the donorrsquos understanding of the long term commitment

bull Enhances and confirms data Reduces Early Attritionconsiderably

copy Daryl Upsall amp Associates SL 88

DONOR COMMUNICATIONS

How a new committed

donor is approached and recruited is a key determinant of all subsequent communications

copy Daryl Upsall amp Associates SL 89 89

KEY FACTORS - ENGAGING DONORS

bull Sending the right communications

bull At the right frequency bull With the right message bull In the most suitable

mediumhellipnamely telephone SMS email web

copy Daryl Upsall amp Associates SL 90

DONORS RESPOND DIFFERENTLYhellip SO NEED TO BE TREATED DIFFERENTLY

bull Direct mailpress advert recruited donors are likely to respond better to communications by mail and printed communications

bull New media recruited donors will respond better to emails and text

bull Face to face donors respond best to the telephone

90

copy Daryl Upsall amp Associates SL 91

DONOR COMMUNICATIONS

Face to face recruited donors normally are not interested in printed communication in new media and especially telephone

It is a continuation of the

ldquoconversationrdquo and ldquodialoguerdquo with the charity

copy Daryl Upsall amp Associates SL 92

DONOR COMMUNICATIONS ampldquoTOUCH POINTSrdquo

Research across 100s of NGOs in many countries consistently show that if a donor has more ldquopositive contactsrdquo or ldquotouch pointsrdquo it ndash Builds trust and loyalty ndash Increases responses rates to

appeals and upgrades ndash Reduces attrition ndash Develops the donor journey ndash Increases lifetime value

copy Daryl Upsall amp Associates SL 93

CALLING DONORS

93

Benefits bull Data validation (financial

e-mail phone address) bull Quicker data transfer and

processing bull Immediate welcome

communication bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 94

LISTEN amp OFFER CHOICE

Listen bull Encourage donors to call

write blog etc ndash but make sure you are ready for it

bull Survey donor bull Call them and ask their

opinion or just how they are bull Let them input (eg

Greenpeace ship naming)

Offer choice bull By which method are

communicated with bull How often the are

communicated with bull How they want to

engagehellipor not bull Even offer donation

holidays and downgrades in tough times

94

copy Daryl Upsall amp Associates SL 95

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 96

THANK YOU ndash MEMBER GET MEMBER CALL

bull Normally 20 give names and telephone numbers of 2 people (that means 40 out of all the contacted)

bull 15 of those called convert to monthly donors

copy Daryl Upsall amp Associates SL 97

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 98

MAXIMISING DONOR LIFETIME VALUE

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

98 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 10 10

LEXICON OF F2F FUNDRAISING

What are we talking about ndash the people bull Fundraisers bull Facers bull Direct dialoguers bull Canvassers bull Frontliners bull Recruiters bull Team leaders bull ldquoChuggersrdquo hellip or ldquoChangelsrdquo

copy Daryl Upsall amp Associates SL 11

LEXICON OF F2F FUNDRAISING

What are we NOT talking about bull Major donor fundraising bull Cash collections bull Street collections bull Canvassing for chequescashpledges bull Petition signing bull Public education programmes

copy Daryl Upsall amp Associates SL 12

UNHCR Thailand

copy Daryl Upsall amp Associates SL 13

WHO DOES IT WORK FOR

bull Every NGO but the more emotive the cause cancer kids and animals tends to make it easier

bull Child sponsorship is perhaps the easiest product to raise new donors for worldwide

bull Being a well known brand is NOT required for the donorhellip mission is more important

copy Daryl Upsall amp Associates SL 14

copy Daryl Upsall amp Associates SL 15

Save the Children UK

copy Daryl Upsall amp Associates SL 16

WHERE IS FACE TO FACE FUNDRAISING

bull Street bull Door to Door bull Events bull Parks bull Inside shops bull Bars and cafes bull Wild animal parkhellip

Aspinall Foundation UK

F2F Medicos del Mundo Madrid Spain

copy Daryl Upsall amp Associates SL 17

WHERE IS FACE TO FUNDRAISING

bull Workplace bull Malls bull Airports bull Metros bull Hospitals bull Transport hubs bull To be invented where the

public is

copy Daryl Upsall amp Associates SL 18

Save the Children South Africa and Korea

copy Daryl Upsall amp Associates SL 19

TYPES OF F2F MODEL

In house

Agencyoutsourced

Hybrid

Volunteerhellip really

copy Daryl Upsall amp Associates SL 20

EVER CHANGING WORLD OF F2F SUPPLIERShellip

copy Daryl Upsall amp Associates SL 21

KNOW YOUR F2F KPIS ndash WHAT TO MEASURE AND WHY

copy Daryl Upsall amp Associates SL 22

WHATrsquoS A KPI

KEY PERFORMANCE INDICATOR

copy Daryl Upsall amp Associates SL 23

WHATrsquoS A F2F KPI

Sign up rate

Fulfilment rate

Attrition rates

Average gift

Cost per donor (CPA)

Return on Investment

copy Daryl Upsall amp Associates SL 24

SIGN UP RATE

Per hour

Per day

Per shift

Leads

Per hour

Per day

Per shift

Donors

copy Daryl Upsall amp Associates SL 25

DIFFERENCES

Paying for time bull Your sign up rate

determines your cost per contactlead

bull Your fulfilment rate determines your cost per donor (more on this soon)

bull A key metric for in house operations

Paying per donor bull Donor costs are fixed bull Sign up rate less a concern

but bull Donrsquot ignore it as it affects

the efficiency of your campaign and the performance of your vendor

copy Daryl Upsall amp Associates SL 26

FULFILMENT

Fulfilment Occurs only when those who have agreed to become a pledge

donor actually make their first automatic payment Fulfilment can also refer to the process required to

get people to start paying

copy Daryl Upsall amp Associates SL 27

So do you really have a new F2F donor

bull When she has said yes on the street

bull When she has filled in the form

bull When you have said ldquoThank yourdquo to her

bull When she has told her girlfriend in an effort to impress her

27

FULFILMENT

copy Daryl Upsall amp Associates SL 28

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 29

=

SO WHERE IS FACE TO FACE RIGHT NOW

copy Daryl Upsall amp Associates SL 30 30

1 Media public and regulator negativism

2 More diversity - away from the street

3 More engagement - interactivity and creativity

4 Focus on donor loyalty and development

5 More efficiency - technology and processes

CURRENT F2F TRENDS

copy Daryl Upsall amp Associates SL 31

copy Daryl Upsall amp Associates SL 32

copy Daryl Upsall amp Associates SL 33

copy Daryl Upsall amp Associates SL 34 34

USING FACE TO FACEDOOR TO DOOR FUNDRAISING TO BUILD A POSITIVE PUBLIC PROFILE

bull Physically visiblehellipout there bull Before launch ndash internal and

external PR bull Press releasing and local

media ndash Before and after launch

copy Daryl Upsall amp Associates SL 35

POSITIVE PRE- CAMPAIGN MEDIA - UNICEF SPAIN

ldquoExcuse me would you like to become a member of a charity San Sebastian Spain

copy Daryl Upsall amp Associates SL 36

copy Daryl Upsall amp Associates SL 37

Save the Children UK

copy Daryl Upsall amp Associates SL 38

Save the Children UK

copy Daryl Upsall amp Associates SL 39

copy Daryl Upsall amp Associates SL 40

HONG KONG F2F MONTHLY GIVING ALLIANCE

copy Daryl Upsall amp Associates SL 41

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 42

DIVERSIFICATION OF LOCATIONS AND PRESENCE

copy Daryl Upsall amp Associates SL 43 43

DIVERSIFICATION

copy Daryl Upsall amp Associates SL 44 44

DOOR TO DOOR (D2D)

Benefits bull Audience segmentation bull Higher average donor age bull Data availability bull Opportunities beyond large

urban centres bull Suitable for wider range of

fundraiser profiles bull Better fulfilment and

attrition rates

copy Daryl Upsall amp Associates SL 45 45

DOOR TO DOOR (D2D)

Challenges bull Specific housing and

demographic issues bull Security concerns and

access to donors bull Working schedules to

engage with employed donors

bull Self-exclusion or opt-out bull Legal issues

copy Daryl Upsall amp Associates SL 46 46

PRIVATE SITES Corporate

Retail

Events

copy Daryl Upsall amp Associates SL 47

Benefits bull Audience segmentation (eg B2B airport

venues etc) bull Access to multiple sites through single

agreement bull Opportunities to benefit from (and

strengthen) corporate relationships bull Potential for more innovative and interactive

engagement bull Weather-proofing bull Secure environment bull Geographical spread bull Generally higher productivity and donor

quality bull Legitimacy and credibility

PRIVATE SITES

copy Daryl Upsall amp Associates SL 48

bull Challenges bull Restricted access to sites (resource

intensive booking process) bull Potential costs for venue space

(especially shopping malls and events)

bull Barriers to scale-up bull Restrictions to movement bull Additional stand materials bull Fundraiser profiles training and

quality control

PRIVATE SITES

copy Daryl Upsall amp Associates SL 49

ROAMING TEAMS

49

bull Access to new audiences bull Higher productivity bull Motivating for fundraisers

copy Daryl Upsall amp Associates SL 50

OUT WITH THE OLD

copy Daryl Upsall amp Associates SL 51

HOUSTON GALLERIA WORLD VISION US

IN WITH THE NEW

copy Daryl Upsall amp Associates SL 52

SAVE THE CHILDREN - BOSTON

copy Daryl Upsall amp Associates SL 53

WORLD VISION SEATTLE 2012 ndashFOCUSED ON MICRO LOANS

copy Daryl Upsall amp Associates SL 54

HEART amp STROKE FOUNDATION - CANADA

copy Daryl Upsall amp Associates SL 55

copy Daryl Upsall amp Associates SL 56

WORLD VISION SEATTLE FOCUSED ON GIFT CATALOGUE

copy Daryl Upsall amp Associates SL 57

FACE TO FACE FUNDRAISING TODAYhellip AND TOMORROW

copy Daryl Upsall amp Associates SL 58

copy Daryl Upsall amp Associates SL 59

copy Daryl Upsall amp Associates SL 60

copy Daryl Upsall amp Associates SL 61

copy Daryl Upsall amp Associates SL 62 62

MORE INTERACTIVE AND ENGAGING APPROACH

copy Daryl Upsall amp Associates SL 63

10kg

5kg

normal 1-year old child

malnutrition 1-year old child

Comparing weight mid-upper arm of malnutrition and normal 1-year old child using doll+baby carrier

copy Daryl Upsall amp Associates SL 64

F2F TOTAL ENGAGEMENThellipIN BRAZIL

64

copy Daryl Upsall amp Associates SL 65

copy Daryl Upsall amp Associates SL 66

copy Daryl Upsall amp Associates SL 67

copy Daryl Upsall amp Associates SL 68

copy Daryl Upsall amp Associates SL 69

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 70

copy Daryl Upsall amp Associates SL 71

VIRTUAL REALITY ndash WELCOME TO THE FUTURE

71

copy Daryl Upsall amp Associates SL 72

copy Daryl Upsall amp Associates SL 73

FROM THENhellip

73

hellipTO NOW

copy Daryl Upsall amp Associates SL 74

WHATrsquoS THE TECHNOLOGY

copy Daryl Upsall amp Associates SL 75

WHATrsquoS THE KIT

$200 $2-$5

$100

$8-$20

+

copy Daryl Upsall amp Associates SL 76

BACK TO REALITYhellipVIRTUALLY

copy Daryl Upsall amp Associates SL 77

LET ME INTRODUCE YOU TO SIDRAhellip

77

copy Daryl Upsall amp Associates SL 78

SO HOW CAN SIDRA HELP US TO HELP CHILDREN LIKE HER

78

copy Daryl Upsall amp Associates SL 79

VIRTUAL REALITYhellipMAKING A DIFFRENCE

This experience has opened us doors to make recruitment with Face to Face in companies from our corporate alliances hellip and in the case of telcos this VR activity puts UNICEF closer to their business Rocio Salinas Asensio UNICEF Spain

copy Daryl Upsall amp Associates SL 80 80

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 81

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 82

HOW COULD YOU USE A VR EXPERIENCE

82

bull Where bull Who bull How bull What else

copy Daryl Upsall amp Associates SL 83

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 84

FOCUS ON DONOR LOYALTY AND DEVELOPMENT

copy Daryl Upsall amp Associates SL 85

donors

BUT WE HAVE A PROBLEM

copy Daryl Upsall amp Associates SL 86

RETENTION IS THE NEW ACQUISITION CUSTOMER SERVICE IS THE NEW MARKETING - JOE CONNELLY

copy Daryl Upsall amp Associates SL 87 87 87

F2F WELCOME CALL

bull Thanks the donor again bull Reinforces the charity message bull Lets donors know that you like to

listen to them and donrsquot always ask for money

bull Provides more insight into donor motivations

bull Reality check on the donorrsquos understanding of the long term commitment

bull Enhances and confirms data Reduces Early Attritionconsiderably

copy Daryl Upsall amp Associates SL 88

DONOR COMMUNICATIONS

How a new committed

donor is approached and recruited is a key determinant of all subsequent communications

copy Daryl Upsall amp Associates SL 89 89

KEY FACTORS - ENGAGING DONORS

bull Sending the right communications

bull At the right frequency bull With the right message bull In the most suitable

mediumhellipnamely telephone SMS email web

copy Daryl Upsall amp Associates SL 90

DONORS RESPOND DIFFERENTLYhellip SO NEED TO BE TREATED DIFFERENTLY

bull Direct mailpress advert recruited donors are likely to respond better to communications by mail and printed communications

bull New media recruited donors will respond better to emails and text

bull Face to face donors respond best to the telephone

90

copy Daryl Upsall amp Associates SL 91

DONOR COMMUNICATIONS

Face to face recruited donors normally are not interested in printed communication in new media and especially telephone

It is a continuation of the

ldquoconversationrdquo and ldquodialoguerdquo with the charity

copy Daryl Upsall amp Associates SL 92

DONOR COMMUNICATIONS ampldquoTOUCH POINTSrdquo

Research across 100s of NGOs in many countries consistently show that if a donor has more ldquopositive contactsrdquo or ldquotouch pointsrdquo it ndash Builds trust and loyalty ndash Increases responses rates to

appeals and upgrades ndash Reduces attrition ndash Develops the donor journey ndash Increases lifetime value

copy Daryl Upsall amp Associates SL 93

CALLING DONORS

93

Benefits bull Data validation (financial

e-mail phone address) bull Quicker data transfer and

processing bull Immediate welcome

communication bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 94

LISTEN amp OFFER CHOICE

Listen bull Encourage donors to call

write blog etc ndash but make sure you are ready for it

bull Survey donor bull Call them and ask their

opinion or just how they are bull Let them input (eg

Greenpeace ship naming)

Offer choice bull By which method are

communicated with bull How often the are

communicated with bull How they want to

engagehellipor not bull Even offer donation

holidays and downgrades in tough times

94

copy Daryl Upsall amp Associates SL 95

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 96

THANK YOU ndash MEMBER GET MEMBER CALL

bull Normally 20 give names and telephone numbers of 2 people (that means 40 out of all the contacted)

bull 15 of those called convert to monthly donors

copy Daryl Upsall amp Associates SL 97

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 98

MAXIMISING DONOR LIFETIME VALUE

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

98 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 11

LEXICON OF F2F FUNDRAISING

What are we NOT talking about bull Major donor fundraising bull Cash collections bull Street collections bull Canvassing for chequescashpledges bull Petition signing bull Public education programmes

copy Daryl Upsall amp Associates SL 12

UNHCR Thailand

copy Daryl Upsall amp Associates SL 13

WHO DOES IT WORK FOR

bull Every NGO but the more emotive the cause cancer kids and animals tends to make it easier

bull Child sponsorship is perhaps the easiest product to raise new donors for worldwide

bull Being a well known brand is NOT required for the donorhellip mission is more important

copy Daryl Upsall amp Associates SL 14

copy Daryl Upsall amp Associates SL 15

Save the Children UK

copy Daryl Upsall amp Associates SL 16

WHERE IS FACE TO FACE FUNDRAISING

bull Street bull Door to Door bull Events bull Parks bull Inside shops bull Bars and cafes bull Wild animal parkhellip

Aspinall Foundation UK

F2F Medicos del Mundo Madrid Spain

copy Daryl Upsall amp Associates SL 17

WHERE IS FACE TO FUNDRAISING

bull Workplace bull Malls bull Airports bull Metros bull Hospitals bull Transport hubs bull To be invented where the

public is

copy Daryl Upsall amp Associates SL 18

Save the Children South Africa and Korea

copy Daryl Upsall amp Associates SL 19

TYPES OF F2F MODEL

In house

Agencyoutsourced

Hybrid

Volunteerhellip really

copy Daryl Upsall amp Associates SL 20

EVER CHANGING WORLD OF F2F SUPPLIERShellip

copy Daryl Upsall amp Associates SL 21

KNOW YOUR F2F KPIS ndash WHAT TO MEASURE AND WHY

copy Daryl Upsall amp Associates SL 22

WHATrsquoS A KPI

KEY PERFORMANCE INDICATOR

copy Daryl Upsall amp Associates SL 23

WHATrsquoS A F2F KPI

Sign up rate

Fulfilment rate

Attrition rates

Average gift

Cost per donor (CPA)

Return on Investment

copy Daryl Upsall amp Associates SL 24

SIGN UP RATE

Per hour

Per day

Per shift

Leads

Per hour

Per day

Per shift

Donors

copy Daryl Upsall amp Associates SL 25

DIFFERENCES

Paying for time bull Your sign up rate

determines your cost per contactlead

bull Your fulfilment rate determines your cost per donor (more on this soon)

bull A key metric for in house operations

Paying per donor bull Donor costs are fixed bull Sign up rate less a concern

but bull Donrsquot ignore it as it affects

the efficiency of your campaign and the performance of your vendor

copy Daryl Upsall amp Associates SL 26

FULFILMENT

Fulfilment Occurs only when those who have agreed to become a pledge

donor actually make their first automatic payment Fulfilment can also refer to the process required to

get people to start paying

copy Daryl Upsall amp Associates SL 27

So do you really have a new F2F donor

bull When she has said yes on the street

bull When she has filled in the form

bull When you have said ldquoThank yourdquo to her

bull When she has told her girlfriend in an effort to impress her

27

FULFILMENT

copy Daryl Upsall amp Associates SL 28

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 29

=

SO WHERE IS FACE TO FACE RIGHT NOW

copy Daryl Upsall amp Associates SL 30 30

1 Media public and regulator negativism

2 More diversity - away from the street

3 More engagement - interactivity and creativity

4 Focus on donor loyalty and development

5 More efficiency - technology and processes

CURRENT F2F TRENDS

copy Daryl Upsall amp Associates SL 31

copy Daryl Upsall amp Associates SL 32

copy Daryl Upsall amp Associates SL 33

copy Daryl Upsall amp Associates SL 34 34

USING FACE TO FACEDOOR TO DOOR FUNDRAISING TO BUILD A POSITIVE PUBLIC PROFILE

bull Physically visiblehellipout there bull Before launch ndash internal and

external PR bull Press releasing and local

media ndash Before and after launch

copy Daryl Upsall amp Associates SL 35

POSITIVE PRE- CAMPAIGN MEDIA - UNICEF SPAIN

ldquoExcuse me would you like to become a member of a charity San Sebastian Spain

copy Daryl Upsall amp Associates SL 36

copy Daryl Upsall amp Associates SL 37

Save the Children UK

copy Daryl Upsall amp Associates SL 38

Save the Children UK

copy Daryl Upsall amp Associates SL 39

copy Daryl Upsall amp Associates SL 40

HONG KONG F2F MONTHLY GIVING ALLIANCE

copy Daryl Upsall amp Associates SL 41

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 42

DIVERSIFICATION OF LOCATIONS AND PRESENCE

copy Daryl Upsall amp Associates SL 43 43

DIVERSIFICATION

copy Daryl Upsall amp Associates SL 44 44

DOOR TO DOOR (D2D)

Benefits bull Audience segmentation bull Higher average donor age bull Data availability bull Opportunities beyond large

urban centres bull Suitable for wider range of

fundraiser profiles bull Better fulfilment and

attrition rates

copy Daryl Upsall amp Associates SL 45 45

DOOR TO DOOR (D2D)

Challenges bull Specific housing and

demographic issues bull Security concerns and

access to donors bull Working schedules to

engage with employed donors

bull Self-exclusion or opt-out bull Legal issues

copy Daryl Upsall amp Associates SL 46 46

PRIVATE SITES Corporate

Retail

Events

copy Daryl Upsall amp Associates SL 47

Benefits bull Audience segmentation (eg B2B airport

venues etc) bull Access to multiple sites through single

agreement bull Opportunities to benefit from (and

strengthen) corporate relationships bull Potential for more innovative and interactive

engagement bull Weather-proofing bull Secure environment bull Geographical spread bull Generally higher productivity and donor

quality bull Legitimacy and credibility

PRIVATE SITES

copy Daryl Upsall amp Associates SL 48

bull Challenges bull Restricted access to sites (resource

intensive booking process) bull Potential costs for venue space

(especially shopping malls and events)

bull Barriers to scale-up bull Restrictions to movement bull Additional stand materials bull Fundraiser profiles training and

quality control

PRIVATE SITES

copy Daryl Upsall amp Associates SL 49

ROAMING TEAMS

49

bull Access to new audiences bull Higher productivity bull Motivating for fundraisers

copy Daryl Upsall amp Associates SL 50

OUT WITH THE OLD

copy Daryl Upsall amp Associates SL 51

HOUSTON GALLERIA WORLD VISION US

IN WITH THE NEW

copy Daryl Upsall amp Associates SL 52

SAVE THE CHILDREN - BOSTON

copy Daryl Upsall amp Associates SL 53

WORLD VISION SEATTLE 2012 ndashFOCUSED ON MICRO LOANS

copy Daryl Upsall amp Associates SL 54

HEART amp STROKE FOUNDATION - CANADA

copy Daryl Upsall amp Associates SL 55

copy Daryl Upsall amp Associates SL 56

WORLD VISION SEATTLE FOCUSED ON GIFT CATALOGUE

copy Daryl Upsall amp Associates SL 57

FACE TO FACE FUNDRAISING TODAYhellip AND TOMORROW

copy Daryl Upsall amp Associates SL 58

copy Daryl Upsall amp Associates SL 59

copy Daryl Upsall amp Associates SL 60

copy Daryl Upsall amp Associates SL 61

copy Daryl Upsall amp Associates SL 62 62

MORE INTERACTIVE AND ENGAGING APPROACH

copy Daryl Upsall amp Associates SL 63

10kg

5kg

normal 1-year old child

malnutrition 1-year old child

Comparing weight mid-upper arm of malnutrition and normal 1-year old child using doll+baby carrier

copy Daryl Upsall amp Associates SL 64

F2F TOTAL ENGAGEMENThellipIN BRAZIL

64

copy Daryl Upsall amp Associates SL 65

copy Daryl Upsall amp Associates SL 66

copy Daryl Upsall amp Associates SL 67

copy Daryl Upsall amp Associates SL 68

copy Daryl Upsall amp Associates SL 69

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 70

copy Daryl Upsall amp Associates SL 71

VIRTUAL REALITY ndash WELCOME TO THE FUTURE

71

copy Daryl Upsall amp Associates SL 72

copy Daryl Upsall amp Associates SL 73

FROM THENhellip

73

hellipTO NOW

copy Daryl Upsall amp Associates SL 74

WHATrsquoS THE TECHNOLOGY

copy Daryl Upsall amp Associates SL 75

WHATrsquoS THE KIT

$200 $2-$5

$100

$8-$20

+

copy Daryl Upsall amp Associates SL 76

BACK TO REALITYhellipVIRTUALLY

copy Daryl Upsall amp Associates SL 77

LET ME INTRODUCE YOU TO SIDRAhellip

77

copy Daryl Upsall amp Associates SL 78

SO HOW CAN SIDRA HELP US TO HELP CHILDREN LIKE HER

78

copy Daryl Upsall amp Associates SL 79

VIRTUAL REALITYhellipMAKING A DIFFRENCE

This experience has opened us doors to make recruitment with Face to Face in companies from our corporate alliances hellip and in the case of telcos this VR activity puts UNICEF closer to their business Rocio Salinas Asensio UNICEF Spain

copy Daryl Upsall amp Associates SL 80 80

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 81

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 82

HOW COULD YOU USE A VR EXPERIENCE

82

bull Where bull Who bull How bull What else

copy Daryl Upsall amp Associates SL 83

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 84

FOCUS ON DONOR LOYALTY AND DEVELOPMENT

copy Daryl Upsall amp Associates SL 85

donors

BUT WE HAVE A PROBLEM

copy Daryl Upsall amp Associates SL 86

RETENTION IS THE NEW ACQUISITION CUSTOMER SERVICE IS THE NEW MARKETING - JOE CONNELLY

copy Daryl Upsall amp Associates SL 87 87 87

F2F WELCOME CALL

bull Thanks the donor again bull Reinforces the charity message bull Lets donors know that you like to

listen to them and donrsquot always ask for money

bull Provides more insight into donor motivations

bull Reality check on the donorrsquos understanding of the long term commitment

bull Enhances and confirms data Reduces Early Attritionconsiderably

copy Daryl Upsall amp Associates SL 88

DONOR COMMUNICATIONS

How a new committed

donor is approached and recruited is a key determinant of all subsequent communications

copy Daryl Upsall amp Associates SL 89 89

KEY FACTORS - ENGAGING DONORS

bull Sending the right communications

bull At the right frequency bull With the right message bull In the most suitable

mediumhellipnamely telephone SMS email web

copy Daryl Upsall amp Associates SL 90

DONORS RESPOND DIFFERENTLYhellip SO NEED TO BE TREATED DIFFERENTLY

bull Direct mailpress advert recruited donors are likely to respond better to communications by mail and printed communications

bull New media recruited donors will respond better to emails and text

bull Face to face donors respond best to the telephone

90

copy Daryl Upsall amp Associates SL 91

DONOR COMMUNICATIONS

Face to face recruited donors normally are not interested in printed communication in new media and especially telephone

It is a continuation of the

ldquoconversationrdquo and ldquodialoguerdquo with the charity

copy Daryl Upsall amp Associates SL 92

DONOR COMMUNICATIONS ampldquoTOUCH POINTSrdquo

Research across 100s of NGOs in many countries consistently show that if a donor has more ldquopositive contactsrdquo or ldquotouch pointsrdquo it ndash Builds trust and loyalty ndash Increases responses rates to

appeals and upgrades ndash Reduces attrition ndash Develops the donor journey ndash Increases lifetime value

copy Daryl Upsall amp Associates SL 93

CALLING DONORS

93

Benefits bull Data validation (financial

e-mail phone address) bull Quicker data transfer and

processing bull Immediate welcome

communication bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 94

LISTEN amp OFFER CHOICE

Listen bull Encourage donors to call

write blog etc ndash but make sure you are ready for it

bull Survey donor bull Call them and ask their

opinion or just how they are bull Let them input (eg

Greenpeace ship naming)

Offer choice bull By which method are

communicated with bull How often the are

communicated with bull How they want to

engagehellipor not bull Even offer donation

holidays and downgrades in tough times

94

copy Daryl Upsall amp Associates SL 95

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 96

THANK YOU ndash MEMBER GET MEMBER CALL

bull Normally 20 give names and telephone numbers of 2 people (that means 40 out of all the contacted)

bull 15 of those called convert to monthly donors

copy Daryl Upsall amp Associates SL 97

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 98

MAXIMISING DONOR LIFETIME VALUE

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

98 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 12

UNHCR Thailand

copy Daryl Upsall amp Associates SL 13

WHO DOES IT WORK FOR

bull Every NGO but the more emotive the cause cancer kids and animals tends to make it easier

bull Child sponsorship is perhaps the easiest product to raise new donors for worldwide

bull Being a well known brand is NOT required for the donorhellip mission is more important

copy Daryl Upsall amp Associates SL 14

copy Daryl Upsall amp Associates SL 15

Save the Children UK

copy Daryl Upsall amp Associates SL 16

WHERE IS FACE TO FACE FUNDRAISING

bull Street bull Door to Door bull Events bull Parks bull Inside shops bull Bars and cafes bull Wild animal parkhellip

Aspinall Foundation UK

F2F Medicos del Mundo Madrid Spain

copy Daryl Upsall amp Associates SL 17

WHERE IS FACE TO FUNDRAISING

bull Workplace bull Malls bull Airports bull Metros bull Hospitals bull Transport hubs bull To be invented where the

public is

copy Daryl Upsall amp Associates SL 18

Save the Children South Africa and Korea

copy Daryl Upsall amp Associates SL 19

TYPES OF F2F MODEL

In house

Agencyoutsourced

Hybrid

Volunteerhellip really

copy Daryl Upsall amp Associates SL 20

EVER CHANGING WORLD OF F2F SUPPLIERShellip

copy Daryl Upsall amp Associates SL 21

KNOW YOUR F2F KPIS ndash WHAT TO MEASURE AND WHY

copy Daryl Upsall amp Associates SL 22

WHATrsquoS A KPI

KEY PERFORMANCE INDICATOR

copy Daryl Upsall amp Associates SL 23

WHATrsquoS A F2F KPI

Sign up rate

Fulfilment rate

Attrition rates

Average gift

Cost per donor (CPA)

Return on Investment

copy Daryl Upsall amp Associates SL 24

SIGN UP RATE

Per hour

Per day

Per shift

Leads

Per hour

Per day

Per shift

Donors

copy Daryl Upsall amp Associates SL 25

DIFFERENCES

Paying for time bull Your sign up rate

determines your cost per contactlead

bull Your fulfilment rate determines your cost per donor (more on this soon)

bull A key metric for in house operations

Paying per donor bull Donor costs are fixed bull Sign up rate less a concern

but bull Donrsquot ignore it as it affects

the efficiency of your campaign and the performance of your vendor

copy Daryl Upsall amp Associates SL 26

FULFILMENT

Fulfilment Occurs only when those who have agreed to become a pledge

donor actually make their first automatic payment Fulfilment can also refer to the process required to

get people to start paying

copy Daryl Upsall amp Associates SL 27

So do you really have a new F2F donor

bull When she has said yes on the street

bull When she has filled in the form

bull When you have said ldquoThank yourdquo to her

bull When she has told her girlfriend in an effort to impress her

27

FULFILMENT

copy Daryl Upsall amp Associates SL 28

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 29

=

SO WHERE IS FACE TO FACE RIGHT NOW

copy Daryl Upsall amp Associates SL 30 30

1 Media public and regulator negativism

2 More diversity - away from the street

3 More engagement - interactivity and creativity

4 Focus on donor loyalty and development

5 More efficiency - technology and processes

CURRENT F2F TRENDS

copy Daryl Upsall amp Associates SL 31

copy Daryl Upsall amp Associates SL 32

copy Daryl Upsall amp Associates SL 33

copy Daryl Upsall amp Associates SL 34 34

USING FACE TO FACEDOOR TO DOOR FUNDRAISING TO BUILD A POSITIVE PUBLIC PROFILE

bull Physically visiblehellipout there bull Before launch ndash internal and

external PR bull Press releasing and local

media ndash Before and after launch

copy Daryl Upsall amp Associates SL 35

POSITIVE PRE- CAMPAIGN MEDIA - UNICEF SPAIN

ldquoExcuse me would you like to become a member of a charity San Sebastian Spain

copy Daryl Upsall amp Associates SL 36

copy Daryl Upsall amp Associates SL 37

Save the Children UK

copy Daryl Upsall amp Associates SL 38

Save the Children UK

copy Daryl Upsall amp Associates SL 39

copy Daryl Upsall amp Associates SL 40

HONG KONG F2F MONTHLY GIVING ALLIANCE

copy Daryl Upsall amp Associates SL 41

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 42

DIVERSIFICATION OF LOCATIONS AND PRESENCE

copy Daryl Upsall amp Associates SL 43 43

DIVERSIFICATION

copy Daryl Upsall amp Associates SL 44 44

DOOR TO DOOR (D2D)

Benefits bull Audience segmentation bull Higher average donor age bull Data availability bull Opportunities beyond large

urban centres bull Suitable for wider range of

fundraiser profiles bull Better fulfilment and

attrition rates

copy Daryl Upsall amp Associates SL 45 45

DOOR TO DOOR (D2D)

Challenges bull Specific housing and

demographic issues bull Security concerns and

access to donors bull Working schedules to

engage with employed donors

bull Self-exclusion or opt-out bull Legal issues

copy Daryl Upsall amp Associates SL 46 46

PRIVATE SITES Corporate

Retail

Events

copy Daryl Upsall amp Associates SL 47

Benefits bull Audience segmentation (eg B2B airport

venues etc) bull Access to multiple sites through single

agreement bull Opportunities to benefit from (and

strengthen) corporate relationships bull Potential for more innovative and interactive

engagement bull Weather-proofing bull Secure environment bull Geographical spread bull Generally higher productivity and donor

quality bull Legitimacy and credibility

PRIVATE SITES

copy Daryl Upsall amp Associates SL 48

bull Challenges bull Restricted access to sites (resource

intensive booking process) bull Potential costs for venue space

(especially shopping malls and events)

bull Barriers to scale-up bull Restrictions to movement bull Additional stand materials bull Fundraiser profiles training and

quality control

PRIVATE SITES

copy Daryl Upsall amp Associates SL 49

ROAMING TEAMS

49

bull Access to new audiences bull Higher productivity bull Motivating for fundraisers

copy Daryl Upsall amp Associates SL 50

OUT WITH THE OLD

copy Daryl Upsall amp Associates SL 51

HOUSTON GALLERIA WORLD VISION US

IN WITH THE NEW

copy Daryl Upsall amp Associates SL 52

SAVE THE CHILDREN - BOSTON

copy Daryl Upsall amp Associates SL 53

WORLD VISION SEATTLE 2012 ndashFOCUSED ON MICRO LOANS

copy Daryl Upsall amp Associates SL 54

HEART amp STROKE FOUNDATION - CANADA

copy Daryl Upsall amp Associates SL 55

copy Daryl Upsall amp Associates SL 56

WORLD VISION SEATTLE FOCUSED ON GIFT CATALOGUE

copy Daryl Upsall amp Associates SL 57

FACE TO FACE FUNDRAISING TODAYhellip AND TOMORROW

copy Daryl Upsall amp Associates SL 58

copy Daryl Upsall amp Associates SL 59

copy Daryl Upsall amp Associates SL 60

copy Daryl Upsall amp Associates SL 61

copy Daryl Upsall amp Associates SL 62 62

MORE INTERACTIVE AND ENGAGING APPROACH

copy Daryl Upsall amp Associates SL 63

10kg

5kg

normal 1-year old child

malnutrition 1-year old child

Comparing weight mid-upper arm of malnutrition and normal 1-year old child using doll+baby carrier

copy Daryl Upsall amp Associates SL 64

F2F TOTAL ENGAGEMENThellipIN BRAZIL

64

copy Daryl Upsall amp Associates SL 65

copy Daryl Upsall amp Associates SL 66

copy Daryl Upsall amp Associates SL 67

copy Daryl Upsall amp Associates SL 68

copy Daryl Upsall amp Associates SL 69

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 70

copy Daryl Upsall amp Associates SL 71

VIRTUAL REALITY ndash WELCOME TO THE FUTURE

71

copy Daryl Upsall amp Associates SL 72

copy Daryl Upsall amp Associates SL 73

FROM THENhellip

73

hellipTO NOW

copy Daryl Upsall amp Associates SL 74

WHATrsquoS THE TECHNOLOGY

copy Daryl Upsall amp Associates SL 75

WHATrsquoS THE KIT

$200 $2-$5

$100

$8-$20

+

copy Daryl Upsall amp Associates SL 76

BACK TO REALITYhellipVIRTUALLY

copy Daryl Upsall amp Associates SL 77

LET ME INTRODUCE YOU TO SIDRAhellip

77

copy Daryl Upsall amp Associates SL 78

SO HOW CAN SIDRA HELP US TO HELP CHILDREN LIKE HER

78

copy Daryl Upsall amp Associates SL 79

VIRTUAL REALITYhellipMAKING A DIFFRENCE

This experience has opened us doors to make recruitment with Face to Face in companies from our corporate alliances hellip and in the case of telcos this VR activity puts UNICEF closer to their business Rocio Salinas Asensio UNICEF Spain

copy Daryl Upsall amp Associates SL 80 80

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 81

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 82

HOW COULD YOU USE A VR EXPERIENCE

82

bull Where bull Who bull How bull What else

copy Daryl Upsall amp Associates SL 83

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 84

FOCUS ON DONOR LOYALTY AND DEVELOPMENT

copy Daryl Upsall amp Associates SL 85

donors

BUT WE HAVE A PROBLEM

copy Daryl Upsall amp Associates SL 86

RETENTION IS THE NEW ACQUISITION CUSTOMER SERVICE IS THE NEW MARKETING - JOE CONNELLY

copy Daryl Upsall amp Associates SL 87 87 87

F2F WELCOME CALL

bull Thanks the donor again bull Reinforces the charity message bull Lets donors know that you like to

listen to them and donrsquot always ask for money

bull Provides more insight into donor motivations

bull Reality check on the donorrsquos understanding of the long term commitment

bull Enhances and confirms data Reduces Early Attritionconsiderably

copy Daryl Upsall amp Associates SL 88

DONOR COMMUNICATIONS

How a new committed

donor is approached and recruited is a key determinant of all subsequent communications

copy Daryl Upsall amp Associates SL 89 89

KEY FACTORS - ENGAGING DONORS

bull Sending the right communications

bull At the right frequency bull With the right message bull In the most suitable

mediumhellipnamely telephone SMS email web

copy Daryl Upsall amp Associates SL 90

DONORS RESPOND DIFFERENTLYhellip SO NEED TO BE TREATED DIFFERENTLY

bull Direct mailpress advert recruited donors are likely to respond better to communications by mail and printed communications

bull New media recruited donors will respond better to emails and text

bull Face to face donors respond best to the telephone

90

copy Daryl Upsall amp Associates SL 91

DONOR COMMUNICATIONS

Face to face recruited donors normally are not interested in printed communication in new media and especially telephone

It is a continuation of the

ldquoconversationrdquo and ldquodialoguerdquo with the charity

copy Daryl Upsall amp Associates SL 92

DONOR COMMUNICATIONS ampldquoTOUCH POINTSrdquo

Research across 100s of NGOs in many countries consistently show that if a donor has more ldquopositive contactsrdquo or ldquotouch pointsrdquo it ndash Builds trust and loyalty ndash Increases responses rates to

appeals and upgrades ndash Reduces attrition ndash Develops the donor journey ndash Increases lifetime value

copy Daryl Upsall amp Associates SL 93

CALLING DONORS

93

Benefits bull Data validation (financial

e-mail phone address) bull Quicker data transfer and

processing bull Immediate welcome

communication bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 94

LISTEN amp OFFER CHOICE

Listen bull Encourage donors to call

write blog etc ndash but make sure you are ready for it

bull Survey donor bull Call them and ask their

opinion or just how they are bull Let them input (eg

Greenpeace ship naming)

Offer choice bull By which method are

communicated with bull How often the are

communicated with bull How they want to

engagehellipor not bull Even offer donation

holidays and downgrades in tough times

94

copy Daryl Upsall amp Associates SL 95

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 96

THANK YOU ndash MEMBER GET MEMBER CALL

bull Normally 20 give names and telephone numbers of 2 people (that means 40 out of all the contacted)

bull 15 of those called convert to monthly donors

copy Daryl Upsall amp Associates SL 97

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 98

MAXIMISING DONOR LIFETIME VALUE

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

98 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 13

WHO DOES IT WORK FOR

bull Every NGO but the more emotive the cause cancer kids and animals tends to make it easier

bull Child sponsorship is perhaps the easiest product to raise new donors for worldwide

bull Being a well known brand is NOT required for the donorhellip mission is more important

copy Daryl Upsall amp Associates SL 14

copy Daryl Upsall amp Associates SL 15

Save the Children UK

copy Daryl Upsall amp Associates SL 16

WHERE IS FACE TO FACE FUNDRAISING

bull Street bull Door to Door bull Events bull Parks bull Inside shops bull Bars and cafes bull Wild animal parkhellip

Aspinall Foundation UK

F2F Medicos del Mundo Madrid Spain

copy Daryl Upsall amp Associates SL 17

WHERE IS FACE TO FUNDRAISING

bull Workplace bull Malls bull Airports bull Metros bull Hospitals bull Transport hubs bull To be invented where the

public is

copy Daryl Upsall amp Associates SL 18

Save the Children South Africa and Korea

copy Daryl Upsall amp Associates SL 19

TYPES OF F2F MODEL

In house

Agencyoutsourced

Hybrid

Volunteerhellip really

copy Daryl Upsall amp Associates SL 20

EVER CHANGING WORLD OF F2F SUPPLIERShellip

copy Daryl Upsall amp Associates SL 21

KNOW YOUR F2F KPIS ndash WHAT TO MEASURE AND WHY

copy Daryl Upsall amp Associates SL 22

WHATrsquoS A KPI

KEY PERFORMANCE INDICATOR

copy Daryl Upsall amp Associates SL 23

WHATrsquoS A F2F KPI

Sign up rate

Fulfilment rate

Attrition rates

Average gift

Cost per donor (CPA)

Return on Investment

copy Daryl Upsall amp Associates SL 24

SIGN UP RATE

Per hour

Per day

Per shift

Leads

Per hour

Per day

Per shift

Donors

copy Daryl Upsall amp Associates SL 25

DIFFERENCES

Paying for time bull Your sign up rate

determines your cost per contactlead

bull Your fulfilment rate determines your cost per donor (more on this soon)

bull A key metric for in house operations

Paying per donor bull Donor costs are fixed bull Sign up rate less a concern

but bull Donrsquot ignore it as it affects

the efficiency of your campaign and the performance of your vendor

copy Daryl Upsall amp Associates SL 26

FULFILMENT

Fulfilment Occurs only when those who have agreed to become a pledge

donor actually make their first automatic payment Fulfilment can also refer to the process required to

get people to start paying

copy Daryl Upsall amp Associates SL 27

So do you really have a new F2F donor

bull When she has said yes on the street

bull When she has filled in the form

bull When you have said ldquoThank yourdquo to her

bull When she has told her girlfriend in an effort to impress her

27

FULFILMENT

copy Daryl Upsall amp Associates SL 28

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 29

=

SO WHERE IS FACE TO FACE RIGHT NOW

copy Daryl Upsall amp Associates SL 30 30

1 Media public and regulator negativism

2 More diversity - away from the street

3 More engagement - interactivity and creativity

4 Focus on donor loyalty and development

5 More efficiency - technology and processes

CURRENT F2F TRENDS

copy Daryl Upsall amp Associates SL 31

copy Daryl Upsall amp Associates SL 32

copy Daryl Upsall amp Associates SL 33

copy Daryl Upsall amp Associates SL 34 34

USING FACE TO FACEDOOR TO DOOR FUNDRAISING TO BUILD A POSITIVE PUBLIC PROFILE

bull Physically visiblehellipout there bull Before launch ndash internal and

external PR bull Press releasing and local

media ndash Before and after launch

copy Daryl Upsall amp Associates SL 35

POSITIVE PRE- CAMPAIGN MEDIA - UNICEF SPAIN

ldquoExcuse me would you like to become a member of a charity San Sebastian Spain

copy Daryl Upsall amp Associates SL 36

copy Daryl Upsall amp Associates SL 37

Save the Children UK

copy Daryl Upsall amp Associates SL 38

Save the Children UK

copy Daryl Upsall amp Associates SL 39

copy Daryl Upsall amp Associates SL 40

HONG KONG F2F MONTHLY GIVING ALLIANCE

copy Daryl Upsall amp Associates SL 41

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 42

DIVERSIFICATION OF LOCATIONS AND PRESENCE

copy Daryl Upsall amp Associates SL 43 43

DIVERSIFICATION

copy Daryl Upsall amp Associates SL 44 44

DOOR TO DOOR (D2D)

Benefits bull Audience segmentation bull Higher average donor age bull Data availability bull Opportunities beyond large

urban centres bull Suitable for wider range of

fundraiser profiles bull Better fulfilment and

attrition rates

copy Daryl Upsall amp Associates SL 45 45

DOOR TO DOOR (D2D)

Challenges bull Specific housing and

demographic issues bull Security concerns and

access to donors bull Working schedules to

engage with employed donors

bull Self-exclusion or opt-out bull Legal issues

copy Daryl Upsall amp Associates SL 46 46

PRIVATE SITES Corporate

Retail

Events

copy Daryl Upsall amp Associates SL 47

Benefits bull Audience segmentation (eg B2B airport

venues etc) bull Access to multiple sites through single

agreement bull Opportunities to benefit from (and

strengthen) corporate relationships bull Potential for more innovative and interactive

engagement bull Weather-proofing bull Secure environment bull Geographical spread bull Generally higher productivity and donor

quality bull Legitimacy and credibility

PRIVATE SITES

copy Daryl Upsall amp Associates SL 48

bull Challenges bull Restricted access to sites (resource

intensive booking process) bull Potential costs for venue space

(especially shopping malls and events)

bull Barriers to scale-up bull Restrictions to movement bull Additional stand materials bull Fundraiser profiles training and

quality control

PRIVATE SITES

copy Daryl Upsall amp Associates SL 49

ROAMING TEAMS

49

bull Access to new audiences bull Higher productivity bull Motivating for fundraisers

copy Daryl Upsall amp Associates SL 50

OUT WITH THE OLD

copy Daryl Upsall amp Associates SL 51

HOUSTON GALLERIA WORLD VISION US

IN WITH THE NEW

copy Daryl Upsall amp Associates SL 52

SAVE THE CHILDREN - BOSTON

copy Daryl Upsall amp Associates SL 53

WORLD VISION SEATTLE 2012 ndashFOCUSED ON MICRO LOANS

copy Daryl Upsall amp Associates SL 54

HEART amp STROKE FOUNDATION - CANADA

copy Daryl Upsall amp Associates SL 55

copy Daryl Upsall amp Associates SL 56

WORLD VISION SEATTLE FOCUSED ON GIFT CATALOGUE

copy Daryl Upsall amp Associates SL 57

FACE TO FACE FUNDRAISING TODAYhellip AND TOMORROW

copy Daryl Upsall amp Associates SL 58

copy Daryl Upsall amp Associates SL 59

copy Daryl Upsall amp Associates SL 60

copy Daryl Upsall amp Associates SL 61

copy Daryl Upsall amp Associates SL 62 62

MORE INTERACTIVE AND ENGAGING APPROACH

copy Daryl Upsall amp Associates SL 63

10kg

5kg

normal 1-year old child

malnutrition 1-year old child

Comparing weight mid-upper arm of malnutrition and normal 1-year old child using doll+baby carrier

copy Daryl Upsall amp Associates SL 64

F2F TOTAL ENGAGEMENThellipIN BRAZIL

64

copy Daryl Upsall amp Associates SL 65

copy Daryl Upsall amp Associates SL 66

copy Daryl Upsall amp Associates SL 67

copy Daryl Upsall amp Associates SL 68

copy Daryl Upsall amp Associates SL 69

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 70

copy Daryl Upsall amp Associates SL 71

VIRTUAL REALITY ndash WELCOME TO THE FUTURE

71

copy Daryl Upsall amp Associates SL 72

copy Daryl Upsall amp Associates SL 73

FROM THENhellip

73

hellipTO NOW

copy Daryl Upsall amp Associates SL 74

WHATrsquoS THE TECHNOLOGY

copy Daryl Upsall amp Associates SL 75

WHATrsquoS THE KIT

$200 $2-$5

$100

$8-$20

+

copy Daryl Upsall amp Associates SL 76

BACK TO REALITYhellipVIRTUALLY

copy Daryl Upsall amp Associates SL 77

LET ME INTRODUCE YOU TO SIDRAhellip

77

copy Daryl Upsall amp Associates SL 78

SO HOW CAN SIDRA HELP US TO HELP CHILDREN LIKE HER

78

copy Daryl Upsall amp Associates SL 79

VIRTUAL REALITYhellipMAKING A DIFFRENCE

This experience has opened us doors to make recruitment with Face to Face in companies from our corporate alliances hellip and in the case of telcos this VR activity puts UNICEF closer to their business Rocio Salinas Asensio UNICEF Spain

copy Daryl Upsall amp Associates SL 80 80

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 81

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 82

HOW COULD YOU USE A VR EXPERIENCE

82

bull Where bull Who bull How bull What else

copy Daryl Upsall amp Associates SL 83

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 84

FOCUS ON DONOR LOYALTY AND DEVELOPMENT

copy Daryl Upsall amp Associates SL 85

donors

BUT WE HAVE A PROBLEM

copy Daryl Upsall amp Associates SL 86

RETENTION IS THE NEW ACQUISITION CUSTOMER SERVICE IS THE NEW MARKETING - JOE CONNELLY

copy Daryl Upsall amp Associates SL 87 87 87

F2F WELCOME CALL

bull Thanks the donor again bull Reinforces the charity message bull Lets donors know that you like to

listen to them and donrsquot always ask for money

bull Provides more insight into donor motivations

bull Reality check on the donorrsquos understanding of the long term commitment

bull Enhances and confirms data Reduces Early Attritionconsiderably

copy Daryl Upsall amp Associates SL 88

DONOR COMMUNICATIONS

How a new committed

donor is approached and recruited is a key determinant of all subsequent communications

copy Daryl Upsall amp Associates SL 89 89

KEY FACTORS - ENGAGING DONORS

bull Sending the right communications

bull At the right frequency bull With the right message bull In the most suitable

mediumhellipnamely telephone SMS email web

copy Daryl Upsall amp Associates SL 90

DONORS RESPOND DIFFERENTLYhellip SO NEED TO BE TREATED DIFFERENTLY

bull Direct mailpress advert recruited donors are likely to respond better to communications by mail and printed communications

bull New media recruited donors will respond better to emails and text

bull Face to face donors respond best to the telephone

90

copy Daryl Upsall amp Associates SL 91

DONOR COMMUNICATIONS

Face to face recruited donors normally are not interested in printed communication in new media and especially telephone

It is a continuation of the

ldquoconversationrdquo and ldquodialoguerdquo with the charity

copy Daryl Upsall amp Associates SL 92

DONOR COMMUNICATIONS ampldquoTOUCH POINTSrdquo

Research across 100s of NGOs in many countries consistently show that if a donor has more ldquopositive contactsrdquo or ldquotouch pointsrdquo it ndash Builds trust and loyalty ndash Increases responses rates to

appeals and upgrades ndash Reduces attrition ndash Develops the donor journey ndash Increases lifetime value

copy Daryl Upsall amp Associates SL 93

CALLING DONORS

93

Benefits bull Data validation (financial

e-mail phone address) bull Quicker data transfer and

processing bull Immediate welcome

communication bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 94

LISTEN amp OFFER CHOICE

Listen bull Encourage donors to call

write blog etc ndash but make sure you are ready for it

bull Survey donor bull Call them and ask their

opinion or just how they are bull Let them input (eg

Greenpeace ship naming)

Offer choice bull By which method are

communicated with bull How often the are

communicated with bull How they want to

engagehellipor not bull Even offer donation

holidays and downgrades in tough times

94

copy Daryl Upsall amp Associates SL 95

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 96

THANK YOU ndash MEMBER GET MEMBER CALL

bull Normally 20 give names and telephone numbers of 2 people (that means 40 out of all the contacted)

bull 15 of those called convert to monthly donors

copy Daryl Upsall amp Associates SL 97

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 98

MAXIMISING DONOR LIFETIME VALUE

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

98 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 14

copy Daryl Upsall amp Associates SL 15

Save the Children UK

copy Daryl Upsall amp Associates SL 16

WHERE IS FACE TO FACE FUNDRAISING

bull Street bull Door to Door bull Events bull Parks bull Inside shops bull Bars and cafes bull Wild animal parkhellip

Aspinall Foundation UK

F2F Medicos del Mundo Madrid Spain

copy Daryl Upsall amp Associates SL 17

WHERE IS FACE TO FUNDRAISING

bull Workplace bull Malls bull Airports bull Metros bull Hospitals bull Transport hubs bull To be invented where the

public is

copy Daryl Upsall amp Associates SL 18

Save the Children South Africa and Korea

copy Daryl Upsall amp Associates SL 19

TYPES OF F2F MODEL

In house

Agencyoutsourced

Hybrid

Volunteerhellip really

copy Daryl Upsall amp Associates SL 20

EVER CHANGING WORLD OF F2F SUPPLIERShellip

copy Daryl Upsall amp Associates SL 21

KNOW YOUR F2F KPIS ndash WHAT TO MEASURE AND WHY

copy Daryl Upsall amp Associates SL 22

WHATrsquoS A KPI

KEY PERFORMANCE INDICATOR

copy Daryl Upsall amp Associates SL 23

WHATrsquoS A F2F KPI

Sign up rate

Fulfilment rate

Attrition rates

Average gift

Cost per donor (CPA)

Return on Investment

copy Daryl Upsall amp Associates SL 24

SIGN UP RATE

Per hour

Per day

Per shift

Leads

Per hour

Per day

Per shift

Donors

copy Daryl Upsall amp Associates SL 25

DIFFERENCES

Paying for time bull Your sign up rate

determines your cost per contactlead

bull Your fulfilment rate determines your cost per donor (more on this soon)

bull A key metric for in house operations

Paying per donor bull Donor costs are fixed bull Sign up rate less a concern

but bull Donrsquot ignore it as it affects

the efficiency of your campaign and the performance of your vendor

copy Daryl Upsall amp Associates SL 26

FULFILMENT

Fulfilment Occurs only when those who have agreed to become a pledge

donor actually make their first automatic payment Fulfilment can also refer to the process required to

get people to start paying

copy Daryl Upsall amp Associates SL 27

So do you really have a new F2F donor

bull When she has said yes on the street

bull When she has filled in the form

bull When you have said ldquoThank yourdquo to her

bull When she has told her girlfriend in an effort to impress her

27

FULFILMENT

copy Daryl Upsall amp Associates SL 28

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 29

=

SO WHERE IS FACE TO FACE RIGHT NOW

copy Daryl Upsall amp Associates SL 30 30

1 Media public and regulator negativism

2 More diversity - away from the street

3 More engagement - interactivity and creativity

4 Focus on donor loyalty and development

5 More efficiency - technology and processes

CURRENT F2F TRENDS

copy Daryl Upsall amp Associates SL 31

copy Daryl Upsall amp Associates SL 32

copy Daryl Upsall amp Associates SL 33

copy Daryl Upsall amp Associates SL 34 34

USING FACE TO FACEDOOR TO DOOR FUNDRAISING TO BUILD A POSITIVE PUBLIC PROFILE

bull Physically visiblehellipout there bull Before launch ndash internal and

external PR bull Press releasing and local

media ndash Before and after launch

copy Daryl Upsall amp Associates SL 35

POSITIVE PRE- CAMPAIGN MEDIA - UNICEF SPAIN

ldquoExcuse me would you like to become a member of a charity San Sebastian Spain

copy Daryl Upsall amp Associates SL 36

copy Daryl Upsall amp Associates SL 37

Save the Children UK

copy Daryl Upsall amp Associates SL 38

Save the Children UK

copy Daryl Upsall amp Associates SL 39

copy Daryl Upsall amp Associates SL 40

HONG KONG F2F MONTHLY GIVING ALLIANCE

copy Daryl Upsall amp Associates SL 41

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 42

DIVERSIFICATION OF LOCATIONS AND PRESENCE

copy Daryl Upsall amp Associates SL 43 43

DIVERSIFICATION

copy Daryl Upsall amp Associates SL 44 44

DOOR TO DOOR (D2D)

Benefits bull Audience segmentation bull Higher average donor age bull Data availability bull Opportunities beyond large

urban centres bull Suitable for wider range of

fundraiser profiles bull Better fulfilment and

attrition rates

copy Daryl Upsall amp Associates SL 45 45

DOOR TO DOOR (D2D)

Challenges bull Specific housing and

demographic issues bull Security concerns and

access to donors bull Working schedules to

engage with employed donors

bull Self-exclusion or opt-out bull Legal issues

copy Daryl Upsall amp Associates SL 46 46

PRIVATE SITES Corporate

Retail

Events

copy Daryl Upsall amp Associates SL 47

Benefits bull Audience segmentation (eg B2B airport

venues etc) bull Access to multiple sites through single

agreement bull Opportunities to benefit from (and

strengthen) corporate relationships bull Potential for more innovative and interactive

engagement bull Weather-proofing bull Secure environment bull Geographical spread bull Generally higher productivity and donor

quality bull Legitimacy and credibility

PRIVATE SITES

copy Daryl Upsall amp Associates SL 48

bull Challenges bull Restricted access to sites (resource

intensive booking process) bull Potential costs for venue space

(especially shopping malls and events)

bull Barriers to scale-up bull Restrictions to movement bull Additional stand materials bull Fundraiser profiles training and

quality control

PRIVATE SITES

copy Daryl Upsall amp Associates SL 49

ROAMING TEAMS

49

bull Access to new audiences bull Higher productivity bull Motivating for fundraisers

copy Daryl Upsall amp Associates SL 50

OUT WITH THE OLD

copy Daryl Upsall amp Associates SL 51

HOUSTON GALLERIA WORLD VISION US

IN WITH THE NEW

copy Daryl Upsall amp Associates SL 52

SAVE THE CHILDREN - BOSTON

copy Daryl Upsall amp Associates SL 53

WORLD VISION SEATTLE 2012 ndashFOCUSED ON MICRO LOANS

copy Daryl Upsall amp Associates SL 54

HEART amp STROKE FOUNDATION - CANADA

copy Daryl Upsall amp Associates SL 55

copy Daryl Upsall amp Associates SL 56

WORLD VISION SEATTLE FOCUSED ON GIFT CATALOGUE

copy Daryl Upsall amp Associates SL 57

FACE TO FACE FUNDRAISING TODAYhellip AND TOMORROW

copy Daryl Upsall amp Associates SL 58

copy Daryl Upsall amp Associates SL 59

copy Daryl Upsall amp Associates SL 60

copy Daryl Upsall amp Associates SL 61

copy Daryl Upsall amp Associates SL 62 62

MORE INTERACTIVE AND ENGAGING APPROACH

copy Daryl Upsall amp Associates SL 63

10kg

5kg

normal 1-year old child

malnutrition 1-year old child

Comparing weight mid-upper arm of malnutrition and normal 1-year old child using doll+baby carrier

copy Daryl Upsall amp Associates SL 64

F2F TOTAL ENGAGEMENThellipIN BRAZIL

64

copy Daryl Upsall amp Associates SL 65

copy Daryl Upsall amp Associates SL 66

copy Daryl Upsall amp Associates SL 67

copy Daryl Upsall amp Associates SL 68

copy Daryl Upsall amp Associates SL 69

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 70

copy Daryl Upsall amp Associates SL 71

VIRTUAL REALITY ndash WELCOME TO THE FUTURE

71

copy Daryl Upsall amp Associates SL 72

copy Daryl Upsall amp Associates SL 73

FROM THENhellip

73

hellipTO NOW

copy Daryl Upsall amp Associates SL 74

WHATrsquoS THE TECHNOLOGY

copy Daryl Upsall amp Associates SL 75

WHATrsquoS THE KIT

$200 $2-$5

$100

$8-$20

+

copy Daryl Upsall amp Associates SL 76

BACK TO REALITYhellipVIRTUALLY

copy Daryl Upsall amp Associates SL 77

LET ME INTRODUCE YOU TO SIDRAhellip

77

copy Daryl Upsall amp Associates SL 78

SO HOW CAN SIDRA HELP US TO HELP CHILDREN LIKE HER

78

copy Daryl Upsall amp Associates SL 79

VIRTUAL REALITYhellipMAKING A DIFFRENCE

This experience has opened us doors to make recruitment with Face to Face in companies from our corporate alliances hellip and in the case of telcos this VR activity puts UNICEF closer to their business Rocio Salinas Asensio UNICEF Spain

copy Daryl Upsall amp Associates SL 80 80

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 81

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 82

HOW COULD YOU USE A VR EXPERIENCE

82

bull Where bull Who bull How bull What else

copy Daryl Upsall amp Associates SL 83

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 84

FOCUS ON DONOR LOYALTY AND DEVELOPMENT

copy Daryl Upsall amp Associates SL 85

donors

BUT WE HAVE A PROBLEM

copy Daryl Upsall amp Associates SL 86

RETENTION IS THE NEW ACQUISITION CUSTOMER SERVICE IS THE NEW MARKETING - JOE CONNELLY

copy Daryl Upsall amp Associates SL 87 87 87

F2F WELCOME CALL

bull Thanks the donor again bull Reinforces the charity message bull Lets donors know that you like to

listen to them and donrsquot always ask for money

bull Provides more insight into donor motivations

bull Reality check on the donorrsquos understanding of the long term commitment

bull Enhances and confirms data Reduces Early Attritionconsiderably

copy Daryl Upsall amp Associates SL 88

DONOR COMMUNICATIONS

How a new committed

donor is approached and recruited is a key determinant of all subsequent communications

copy Daryl Upsall amp Associates SL 89 89

KEY FACTORS - ENGAGING DONORS

bull Sending the right communications

bull At the right frequency bull With the right message bull In the most suitable

mediumhellipnamely telephone SMS email web

copy Daryl Upsall amp Associates SL 90

DONORS RESPOND DIFFERENTLYhellip SO NEED TO BE TREATED DIFFERENTLY

bull Direct mailpress advert recruited donors are likely to respond better to communications by mail and printed communications

bull New media recruited donors will respond better to emails and text

bull Face to face donors respond best to the telephone

90

copy Daryl Upsall amp Associates SL 91

DONOR COMMUNICATIONS

Face to face recruited donors normally are not interested in printed communication in new media and especially telephone

It is a continuation of the

ldquoconversationrdquo and ldquodialoguerdquo with the charity

copy Daryl Upsall amp Associates SL 92

DONOR COMMUNICATIONS ampldquoTOUCH POINTSrdquo

Research across 100s of NGOs in many countries consistently show that if a donor has more ldquopositive contactsrdquo or ldquotouch pointsrdquo it ndash Builds trust and loyalty ndash Increases responses rates to

appeals and upgrades ndash Reduces attrition ndash Develops the donor journey ndash Increases lifetime value

copy Daryl Upsall amp Associates SL 93

CALLING DONORS

93

Benefits bull Data validation (financial

e-mail phone address) bull Quicker data transfer and

processing bull Immediate welcome

communication bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 94

LISTEN amp OFFER CHOICE

Listen bull Encourage donors to call

write blog etc ndash but make sure you are ready for it

bull Survey donor bull Call them and ask their

opinion or just how they are bull Let them input (eg

Greenpeace ship naming)

Offer choice bull By which method are

communicated with bull How often the are

communicated with bull How they want to

engagehellipor not bull Even offer donation

holidays and downgrades in tough times

94

copy Daryl Upsall amp Associates SL 95

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 96

THANK YOU ndash MEMBER GET MEMBER CALL

bull Normally 20 give names and telephone numbers of 2 people (that means 40 out of all the contacted)

bull 15 of those called convert to monthly donors

copy Daryl Upsall amp Associates SL 97

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 98

MAXIMISING DONOR LIFETIME VALUE

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

98 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 15

Save the Children UK

copy Daryl Upsall amp Associates SL 16

WHERE IS FACE TO FACE FUNDRAISING

bull Street bull Door to Door bull Events bull Parks bull Inside shops bull Bars and cafes bull Wild animal parkhellip

Aspinall Foundation UK

F2F Medicos del Mundo Madrid Spain

copy Daryl Upsall amp Associates SL 17

WHERE IS FACE TO FUNDRAISING

bull Workplace bull Malls bull Airports bull Metros bull Hospitals bull Transport hubs bull To be invented where the

public is

copy Daryl Upsall amp Associates SL 18

Save the Children South Africa and Korea

copy Daryl Upsall amp Associates SL 19

TYPES OF F2F MODEL

In house

Agencyoutsourced

Hybrid

Volunteerhellip really

copy Daryl Upsall amp Associates SL 20

EVER CHANGING WORLD OF F2F SUPPLIERShellip

copy Daryl Upsall amp Associates SL 21

KNOW YOUR F2F KPIS ndash WHAT TO MEASURE AND WHY

copy Daryl Upsall amp Associates SL 22

WHATrsquoS A KPI

KEY PERFORMANCE INDICATOR

copy Daryl Upsall amp Associates SL 23

WHATrsquoS A F2F KPI

Sign up rate

Fulfilment rate

Attrition rates

Average gift

Cost per donor (CPA)

Return on Investment

copy Daryl Upsall amp Associates SL 24

SIGN UP RATE

Per hour

Per day

Per shift

Leads

Per hour

Per day

Per shift

Donors

copy Daryl Upsall amp Associates SL 25

DIFFERENCES

Paying for time bull Your sign up rate

determines your cost per contactlead

bull Your fulfilment rate determines your cost per donor (more on this soon)

bull A key metric for in house operations

Paying per donor bull Donor costs are fixed bull Sign up rate less a concern

but bull Donrsquot ignore it as it affects

the efficiency of your campaign and the performance of your vendor

copy Daryl Upsall amp Associates SL 26

FULFILMENT

Fulfilment Occurs only when those who have agreed to become a pledge

donor actually make their first automatic payment Fulfilment can also refer to the process required to

get people to start paying

copy Daryl Upsall amp Associates SL 27

So do you really have a new F2F donor

bull When she has said yes on the street

bull When she has filled in the form

bull When you have said ldquoThank yourdquo to her

bull When she has told her girlfriend in an effort to impress her

27

FULFILMENT

copy Daryl Upsall amp Associates SL 28

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 29

=

SO WHERE IS FACE TO FACE RIGHT NOW

copy Daryl Upsall amp Associates SL 30 30

1 Media public and regulator negativism

2 More diversity - away from the street

3 More engagement - interactivity and creativity

4 Focus on donor loyalty and development

5 More efficiency - technology and processes

CURRENT F2F TRENDS

copy Daryl Upsall amp Associates SL 31

copy Daryl Upsall amp Associates SL 32

copy Daryl Upsall amp Associates SL 33

copy Daryl Upsall amp Associates SL 34 34

USING FACE TO FACEDOOR TO DOOR FUNDRAISING TO BUILD A POSITIVE PUBLIC PROFILE

bull Physically visiblehellipout there bull Before launch ndash internal and

external PR bull Press releasing and local

media ndash Before and after launch

copy Daryl Upsall amp Associates SL 35

POSITIVE PRE- CAMPAIGN MEDIA - UNICEF SPAIN

ldquoExcuse me would you like to become a member of a charity San Sebastian Spain

copy Daryl Upsall amp Associates SL 36

copy Daryl Upsall amp Associates SL 37

Save the Children UK

copy Daryl Upsall amp Associates SL 38

Save the Children UK

copy Daryl Upsall amp Associates SL 39

copy Daryl Upsall amp Associates SL 40

HONG KONG F2F MONTHLY GIVING ALLIANCE

copy Daryl Upsall amp Associates SL 41

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 42

DIVERSIFICATION OF LOCATIONS AND PRESENCE

copy Daryl Upsall amp Associates SL 43 43

DIVERSIFICATION

copy Daryl Upsall amp Associates SL 44 44

DOOR TO DOOR (D2D)

Benefits bull Audience segmentation bull Higher average donor age bull Data availability bull Opportunities beyond large

urban centres bull Suitable for wider range of

fundraiser profiles bull Better fulfilment and

attrition rates

copy Daryl Upsall amp Associates SL 45 45

DOOR TO DOOR (D2D)

Challenges bull Specific housing and

demographic issues bull Security concerns and

access to donors bull Working schedules to

engage with employed donors

bull Self-exclusion or opt-out bull Legal issues

copy Daryl Upsall amp Associates SL 46 46

PRIVATE SITES Corporate

Retail

Events

copy Daryl Upsall amp Associates SL 47

Benefits bull Audience segmentation (eg B2B airport

venues etc) bull Access to multiple sites through single

agreement bull Opportunities to benefit from (and

strengthen) corporate relationships bull Potential for more innovative and interactive

engagement bull Weather-proofing bull Secure environment bull Geographical spread bull Generally higher productivity and donor

quality bull Legitimacy and credibility

PRIVATE SITES

copy Daryl Upsall amp Associates SL 48

bull Challenges bull Restricted access to sites (resource

intensive booking process) bull Potential costs for venue space

(especially shopping malls and events)

bull Barriers to scale-up bull Restrictions to movement bull Additional stand materials bull Fundraiser profiles training and

quality control

PRIVATE SITES

copy Daryl Upsall amp Associates SL 49

ROAMING TEAMS

49

bull Access to new audiences bull Higher productivity bull Motivating for fundraisers

copy Daryl Upsall amp Associates SL 50

OUT WITH THE OLD

copy Daryl Upsall amp Associates SL 51

HOUSTON GALLERIA WORLD VISION US

IN WITH THE NEW

copy Daryl Upsall amp Associates SL 52

SAVE THE CHILDREN - BOSTON

copy Daryl Upsall amp Associates SL 53

WORLD VISION SEATTLE 2012 ndashFOCUSED ON MICRO LOANS

copy Daryl Upsall amp Associates SL 54

HEART amp STROKE FOUNDATION - CANADA

copy Daryl Upsall amp Associates SL 55

copy Daryl Upsall amp Associates SL 56

WORLD VISION SEATTLE FOCUSED ON GIFT CATALOGUE

copy Daryl Upsall amp Associates SL 57

FACE TO FACE FUNDRAISING TODAYhellip AND TOMORROW

copy Daryl Upsall amp Associates SL 58

copy Daryl Upsall amp Associates SL 59

copy Daryl Upsall amp Associates SL 60

copy Daryl Upsall amp Associates SL 61

copy Daryl Upsall amp Associates SL 62 62

MORE INTERACTIVE AND ENGAGING APPROACH

copy Daryl Upsall amp Associates SL 63

10kg

5kg

normal 1-year old child

malnutrition 1-year old child

Comparing weight mid-upper arm of malnutrition and normal 1-year old child using doll+baby carrier

copy Daryl Upsall amp Associates SL 64

F2F TOTAL ENGAGEMENThellipIN BRAZIL

64

copy Daryl Upsall amp Associates SL 65

copy Daryl Upsall amp Associates SL 66

copy Daryl Upsall amp Associates SL 67

copy Daryl Upsall amp Associates SL 68

copy Daryl Upsall amp Associates SL 69

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 70

copy Daryl Upsall amp Associates SL 71

VIRTUAL REALITY ndash WELCOME TO THE FUTURE

71

copy Daryl Upsall amp Associates SL 72

copy Daryl Upsall amp Associates SL 73

FROM THENhellip

73

hellipTO NOW

copy Daryl Upsall amp Associates SL 74

WHATrsquoS THE TECHNOLOGY

copy Daryl Upsall amp Associates SL 75

WHATrsquoS THE KIT

$200 $2-$5

$100

$8-$20

+

copy Daryl Upsall amp Associates SL 76

BACK TO REALITYhellipVIRTUALLY

copy Daryl Upsall amp Associates SL 77

LET ME INTRODUCE YOU TO SIDRAhellip

77

copy Daryl Upsall amp Associates SL 78

SO HOW CAN SIDRA HELP US TO HELP CHILDREN LIKE HER

78

copy Daryl Upsall amp Associates SL 79

VIRTUAL REALITYhellipMAKING A DIFFRENCE

This experience has opened us doors to make recruitment with Face to Face in companies from our corporate alliances hellip and in the case of telcos this VR activity puts UNICEF closer to their business Rocio Salinas Asensio UNICEF Spain

copy Daryl Upsall amp Associates SL 80 80

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 81

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 82

HOW COULD YOU USE A VR EXPERIENCE

82

bull Where bull Who bull How bull What else

copy Daryl Upsall amp Associates SL 83

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 84

FOCUS ON DONOR LOYALTY AND DEVELOPMENT

copy Daryl Upsall amp Associates SL 85

donors

BUT WE HAVE A PROBLEM

copy Daryl Upsall amp Associates SL 86

RETENTION IS THE NEW ACQUISITION CUSTOMER SERVICE IS THE NEW MARKETING - JOE CONNELLY

copy Daryl Upsall amp Associates SL 87 87 87

F2F WELCOME CALL

bull Thanks the donor again bull Reinforces the charity message bull Lets donors know that you like to

listen to them and donrsquot always ask for money

bull Provides more insight into donor motivations

bull Reality check on the donorrsquos understanding of the long term commitment

bull Enhances and confirms data Reduces Early Attritionconsiderably

copy Daryl Upsall amp Associates SL 88

DONOR COMMUNICATIONS

How a new committed

donor is approached and recruited is a key determinant of all subsequent communications

copy Daryl Upsall amp Associates SL 89 89

KEY FACTORS - ENGAGING DONORS

bull Sending the right communications

bull At the right frequency bull With the right message bull In the most suitable

mediumhellipnamely telephone SMS email web

copy Daryl Upsall amp Associates SL 90

DONORS RESPOND DIFFERENTLYhellip SO NEED TO BE TREATED DIFFERENTLY

bull Direct mailpress advert recruited donors are likely to respond better to communications by mail and printed communications

bull New media recruited donors will respond better to emails and text

bull Face to face donors respond best to the telephone

90

copy Daryl Upsall amp Associates SL 91

DONOR COMMUNICATIONS

Face to face recruited donors normally are not interested in printed communication in new media and especially telephone

It is a continuation of the

ldquoconversationrdquo and ldquodialoguerdquo with the charity

copy Daryl Upsall amp Associates SL 92

DONOR COMMUNICATIONS ampldquoTOUCH POINTSrdquo

Research across 100s of NGOs in many countries consistently show that if a donor has more ldquopositive contactsrdquo or ldquotouch pointsrdquo it ndash Builds trust and loyalty ndash Increases responses rates to

appeals and upgrades ndash Reduces attrition ndash Develops the donor journey ndash Increases lifetime value

copy Daryl Upsall amp Associates SL 93

CALLING DONORS

93

Benefits bull Data validation (financial

e-mail phone address) bull Quicker data transfer and

processing bull Immediate welcome

communication bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 94

LISTEN amp OFFER CHOICE

Listen bull Encourage donors to call

write blog etc ndash but make sure you are ready for it

bull Survey donor bull Call them and ask their

opinion or just how they are bull Let them input (eg

Greenpeace ship naming)

Offer choice bull By which method are

communicated with bull How often the are

communicated with bull How they want to

engagehellipor not bull Even offer donation

holidays and downgrades in tough times

94

copy Daryl Upsall amp Associates SL 95

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 96

THANK YOU ndash MEMBER GET MEMBER CALL

bull Normally 20 give names and telephone numbers of 2 people (that means 40 out of all the contacted)

bull 15 of those called convert to monthly donors

copy Daryl Upsall amp Associates SL 97

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 98

MAXIMISING DONOR LIFETIME VALUE

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

98 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 16

WHERE IS FACE TO FACE FUNDRAISING

bull Street bull Door to Door bull Events bull Parks bull Inside shops bull Bars and cafes bull Wild animal parkhellip

Aspinall Foundation UK

F2F Medicos del Mundo Madrid Spain

copy Daryl Upsall amp Associates SL 17

WHERE IS FACE TO FUNDRAISING

bull Workplace bull Malls bull Airports bull Metros bull Hospitals bull Transport hubs bull To be invented where the

public is

copy Daryl Upsall amp Associates SL 18

Save the Children South Africa and Korea

copy Daryl Upsall amp Associates SL 19

TYPES OF F2F MODEL

In house

Agencyoutsourced

Hybrid

Volunteerhellip really

copy Daryl Upsall amp Associates SL 20

EVER CHANGING WORLD OF F2F SUPPLIERShellip

copy Daryl Upsall amp Associates SL 21

KNOW YOUR F2F KPIS ndash WHAT TO MEASURE AND WHY

copy Daryl Upsall amp Associates SL 22

WHATrsquoS A KPI

KEY PERFORMANCE INDICATOR

copy Daryl Upsall amp Associates SL 23

WHATrsquoS A F2F KPI

Sign up rate

Fulfilment rate

Attrition rates

Average gift

Cost per donor (CPA)

Return on Investment

copy Daryl Upsall amp Associates SL 24

SIGN UP RATE

Per hour

Per day

Per shift

Leads

Per hour

Per day

Per shift

Donors

copy Daryl Upsall amp Associates SL 25

DIFFERENCES

Paying for time bull Your sign up rate

determines your cost per contactlead

bull Your fulfilment rate determines your cost per donor (more on this soon)

bull A key metric for in house operations

Paying per donor bull Donor costs are fixed bull Sign up rate less a concern

but bull Donrsquot ignore it as it affects

the efficiency of your campaign and the performance of your vendor

copy Daryl Upsall amp Associates SL 26

FULFILMENT

Fulfilment Occurs only when those who have agreed to become a pledge

donor actually make their first automatic payment Fulfilment can also refer to the process required to

get people to start paying

copy Daryl Upsall amp Associates SL 27

So do you really have a new F2F donor

bull When she has said yes on the street

bull When she has filled in the form

bull When you have said ldquoThank yourdquo to her

bull When she has told her girlfriend in an effort to impress her

27

FULFILMENT

copy Daryl Upsall amp Associates SL 28

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 29

=

SO WHERE IS FACE TO FACE RIGHT NOW

copy Daryl Upsall amp Associates SL 30 30

1 Media public and regulator negativism

2 More diversity - away from the street

3 More engagement - interactivity and creativity

4 Focus on donor loyalty and development

5 More efficiency - technology and processes

CURRENT F2F TRENDS

copy Daryl Upsall amp Associates SL 31

copy Daryl Upsall amp Associates SL 32

copy Daryl Upsall amp Associates SL 33

copy Daryl Upsall amp Associates SL 34 34

USING FACE TO FACEDOOR TO DOOR FUNDRAISING TO BUILD A POSITIVE PUBLIC PROFILE

bull Physically visiblehellipout there bull Before launch ndash internal and

external PR bull Press releasing and local

media ndash Before and after launch

copy Daryl Upsall amp Associates SL 35

POSITIVE PRE- CAMPAIGN MEDIA - UNICEF SPAIN

ldquoExcuse me would you like to become a member of a charity San Sebastian Spain

copy Daryl Upsall amp Associates SL 36

copy Daryl Upsall amp Associates SL 37

Save the Children UK

copy Daryl Upsall amp Associates SL 38

Save the Children UK

copy Daryl Upsall amp Associates SL 39

copy Daryl Upsall amp Associates SL 40

HONG KONG F2F MONTHLY GIVING ALLIANCE

copy Daryl Upsall amp Associates SL 41

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 42

DIVERSIFICATION OF LOCATIONS AND PRESENCE

copy Daryl Upsall amp Associates SL 43 43

DIVERSIFICATION

copy Daryl Upsall amp Associates SL 44 44

DOOR TO DOOR (D2D)

Benefits bull Audience segmentation bull Higher average donor age bull Data availability bull Opportunities beyond large

urban centres bull Suitable for wider range of

fundraiser profiles bull Better fulfilment and

attrition rates

copy Daryl Upsall amp Associates SL 45 45

DOOR TO DOOR (D2D)

Challenges bull Specific housing and

demographic issues bull Security concerns and

access to donors bull Working schedules to

engage with employed donors

bull Self-exclusion or opt-out bull Legal issues

copy Daryl Upsall amp Associates SL 46 46

PRIVATE SITES Corporate

Retail

Events

copy Daryl Upsall amp Associates SL 47

Benefits bull Audience segmentation (eg B2B airport

venues etc) bull Access to multiple sites through single

agreement bull Opportunities to benefit from (and

strengthen) corporate relationships bull Potential for more innovative and interactive

engagement bull Weather-proofing bull Secure environment bull Geographical spread bull Generally higher productivity and donor

quality bull Legitimacy and credibility

PRIVATE SITES

copy Daryl Upsall amp Associates SL 48

bull Challenges bull Restricted access to sites (resource

intensive booking process) bull Potential costs for venue space

(especially shopping malls and events)

bull Barriers to scale-up bull Restrictions to movement bull Additional stand materials bull Fundraiser profiles training and

quality control

PRIVATE SITES

copy Daryl Upsall amp Associates SL 49

ROAMING TEAMS

49

bull Access to new audiences bull Higher productivity bull Motivating for fundraisers

copy Daryl Upsall amp Associates SL 50

OUT WITH THE OLD

copy Daryl Upsall amp Associates SL 51

HOUSTON GALLERIA WORLD VISION US

IN WITH THE NEW

copy Daryl Upsall amp Associates SL 52

SAVE THE CHILDREN - BOSTON

copy Daryl Upsall amp Associates SL 53

WORLD VISION SEATTLE 2012 ndashFOCUSED ON MICRO LOANS

copy Daryl Upsall amp Associates SL 54

HEART amp STROKE FOUNDATION - CANADA

copy Daryl Upsall amp Associates SL 55

copy Daryl Upsall amp Associates SL 56

WORLD VISION SEATTLE FOCUSED ON GIFT CATALOGUE

copy Daryl Upsall amp Associates SL 57

FACE TO FACE FUNDRAISING TODAYhellip AND TOMORROW

copy Daryl Upsall amp Associates SL 58

copy Daryl Upsall amp Associates SL 59

copy Daryl Upsall amp Associates SL 60

copy Daryl Upsall amp Associates SL 61

copy Daryl Upsall amp Associates SL 62 62

MORE INTERACTIVE AND ENGAGING APPROACH

copy Daryl Upsall amp Associates SL 63

10kg

5kg

normal 1-year old child

malnutrition 1-year old child

Comparing weight mid-upper arm of malnutrition and normal 1-year old child using doll+baby carrier

copy Daryl Upsall amp Associates SL 64

F2F TOTAL ENGAGEMENThellipIN BRAZIL

64

copy Daryl Upsall amp Associates SL 65

copy Daryl Upsall amp Associates SL 66

copy Daryl Upsall amp Associates SL 67

copy Daryl Upsall amp Associates SL 68

copy Daryl Upsall amp Associates SL 69

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 70

copy Daryl Upsall amp Associates SL 71

VIRTUAL REALITY ndash WELCOME TO THE FUTURE

71

copy Daryl Upsall amp Associates SL 72

copy Daryl Upsall amp Associates SL 73

FROM THENhellip

73

hellipTO NOW

copy Daryl Upsall amp Associates SL 74

WHATrsquoS THE TECHNOLOGY

copy Daryl Upsall amp Associates SL 75

WHATrsquoS THE KIT

$200 $2-$5

$100

$8-$20

+

copy Daryl Upsall amp Associates SL 76

BACK TO REALITYhellipVIRTUALLY

copy Daryl Upsall amp Associates SL 77

LET ME INTRODUCE YOU TO SIDRAhellip

77

copy Daryl Upsall amp Associates SL 78

SO HOW CAN SIDRA HELP US TO HELP CHILDREN LIKE HER

78

copy Daryl Upsall amp Associates SL 79

VIRTUAL REALITYhellipMAKING A DIFFRENCE

This experience has opened us doors to make recruitment with Face to Face in companies from our corporate alliances hellip and in the case of telcos this VR activity puts UNICEF closer to their business Rocio Salinas Asensio UNICEF Spain

copy Daryl Upsall amp Associates SL 80 80

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 81

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 82

HOW COULD YOU USE A VR EXPERIENCE

82

bull Where bull Who bull How bull What else

copy Daryl Upsall amp Associates SL 83

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 84

FOCUS ON DONOR LOYALTY AND DEVELOPMENT

copy Daryl Upsall amp Associates SL 85

donors

BUT WE HAVE A PROBLEM

copy Daryl Upsall amp Associates SL 86

RETENTION IS THE NEW ACQUISITION CUSTOMER SERVICE IS THE NEW MARKETING - JOE CONNELLY

copy Daryl Upsall amp Associates SL 87 87 87

F2F WELCOME CALL

bull Thanks the donor again bull Reinforces the charity message bull Lets donors know that you like to

listen to them and donrsquot always ask for money

bull Provides more insight into donor motivations

bull Reality check on the donorrsquos understanding of the long term commitment

bull Enhances and confirms data Reduces Early Attritionconsiderably

copy Daryl Upsall amp Associates SL 88

DONOR COMMUNICATIONS

How a new committed

donor is approached and recruited is a key determinant of all subsequent communications

copy Daryl Upsall amp Associates SL 89 89

KEY FACTORS - ENGAGING DONORS

bull Sending the right communications

bull At the right frequency bull With the right message bull In the most suitable

mediumhellipnamely telephone SMS email web

copy Daryl Upsall amp Associates SL 90

DONORS RESPOND DIFFERENTLYhellip SO NEED TO BE TREATED DIFFERENTLY

bull Direct mailpress advert recruited donors are likely to respond better to communications by mail and printed communications

bull New media recruited donors will respond better to emails and text

bull Face to face donors respond best to the telephone

90

copy Daryl Upsall amp Associates SL 91

DONOR COMMUNICATIONS

Face to face recruited donors normally are not interested in printed communication in new media and especially telephone

It is a continuation of the

ldquoconversationrdquo and ldquodialoguerdquo with the charity

copy Daryl Upsall amp Associates SL 92

DONOR COMMUNICATIONS ampldquoTOUCH POINTSrdquo

Research across 100s of NGOs in many countries consistently show that if a donor has more ldquopositive contactsrdquo or ldquotouch pointsrdquo it ndash Builds trust and loyalty ndash Increases responses rates to

appeals and upgrades ndash Reduces attrition ndash Develops the donor journey ndash Increases lifetime value

copy Daryl Upsall amp Associates SL 93

CALLING DONORS

93

Benefits bull Data validation (financial

e-mail phone address) bull Quicker data transfer and

processing bull Immediate welcome

communication bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 94

LISTEN amp OFFER CHOICE

Listen bull Encourage donors to call

write blog etc ndash but make sure you are ready for it

bull Survey donor bull Call them and ask their

opinion or just how they are bull Let them input (eg

Greenpeace ship naming)

Offer choice bull By which method are

communicated with bull How often the are

communicated with bull How they want to

engagehellipor not bull Even offer donation

holidays and downgrades in tough times

94

copy Daryl Upsall amp Associates SL 95

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 96

THANK YOU ndash MEMBER GET MEMBER CALL

bull Normally 20 give names and telephone numbers of 2 people (that means 40 out of all the contacted)

bull 15 of those called convert to monthly donors

copy Daryl Upsall amp Associates SL 97

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 98

MAXIMISING DONOR LIFETIME VALUE

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

98 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 17

WHERE IS FACE TO FUNDRAISING

bull Workplace bull Malls bull Airports bull Metros bull Hospitals bull Transport hubs bull To be invented where the

public is

copy Daryl Upsall amp Associates SL 18

Save the Children South Africa and Korea

copy Daryl Upsall amp Associates SL 19

TYPES OF F2F MODEL

In house

Agencyoutsourced

Hybrid

Volunteerhellip really

copy Daryl Upsall amp Associates SL 20

EVER CHANGING WORLD OF F2F SUPPLIERShellip

copy Daryl Upsall amp Associates SL 21

KNOW YOUR F2F KPIS ndash WHAT TO MEASURE AND WHY

copy Daryl Upsall amp Associates SL 22

WHATrsquoS A KPI

KEY PERFORMANCE INDICATOR

copy Daryl Upsall amp Associates SL 23

WHATrsquoS A F2F KPI

Sign up rate

Fulfilment rate

Attrition rates

Average gift

Cost per donor (CPA)

Return on Investment

copy Daryl Upsall amp Associates SL 24

SIGN UP RATE

Per hour

Per day

Per shift

Leads

Per hour

Per day

Per shift

Donors

copy Daryl Upsall amp Associates SL 25

DIFFERENCES

Paying for time bull Your sign up rate

determines your cost per contactlead

bull Your fulfilment rate determines your cost per donor (more on this soon)

bull A key metric for in house operations

Paying per donor bull Donor costs are fixed bull Sign up rate less a concern

but bull Donrsquot ignore it as it affects

the efficiency of your campaign and the performance of your vendor

copy Daryl Upsall amp Associates SL 26

FULFILMENT

Fulfilment Occurs only when those who have agreed to become a pledge

donor actually make their first automatic payment Fulfilment can also refer to the process required to

get people to start paying

copy Daryl Upsall amp Associates SL 27

So do you really have a new F2F donor

bull When she has said yes on the street

bull When she has filled in the form

bull When you have said ldquoThank yourdquo to her

bull When she has told her girlfriend in an effort to impress her

27

FULFILMENT

copy Daryl Upsall amp Associates SL 28

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 29

=

SO WHERE IS FACE TO FACE RIGHT NOW

copy Daryl Upsall amp Associates SL 30 30

1 Media public and regulator negativism

2 More diversity - away from the street

3 More engagement - interactivity and creativity

4 Focus on donor loyalty and development

5 More efficiency - technology and processes

CURRENT F2F TRENDS

copy Daryl Upsall amp Associates SL 31

copy Daryl Upsall amp Associates SL 32

copy Daryl Upsall amp Associates SL 33

copy Daryl Upsall amp Associates SL 34 34

USING FACE TO FACEDOOR TO DOOR FUNDRAISING TO BUILD A POSITIVE PUBLIC PROFILE

bull Physically visiblehellipout there bull Before launch ndash internal and

external PR bull Press releasing and local

media ndash Before and after launch

copy Daryl Upsall amp Associates SL 35

POSITIVE PRE- CAMPAIGN MEDIA - UNICEF SPAIN

ldquoExcuse me would you like to become a member of a charity San Sebastian Spain

copy Daryl Upsall amp Associates SL 36

copy Daryl Upsall amp Associates SL 37

Save the Children UK

copy Daryl Upsall amp Associates SL 38

Save the Children UK

copy Daryl Upsall amp Associates SL 39

copy Daryl Upsall amp Associates SL 40

HONG KONG F2F MONTHLY GIVING ALLIANCE

copy Daryl Upsall amp Associates SL 41

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 42

DIVERSIFICATION OF LOCATIONS AND PRESENCE

copy Daryl Upsall amp Associates SL 43 43

DIVERSIFICATION

copy Daryl Upsall amp Associates SL 44 44

DOOR TO DOOR (D2D)

Benefits bull Audience segmentation bull Higher average donor age bull Data availability bull Opportunities beyond large

urban centres bull Suitable for wider range of

fundraiser profiles bull Better fulfilment and

attrition rates

copy Daryl Upsall amp Associates SL 45 45

DOOR TO DOOR (D2D)

Challenges bull Specific housing and

demographic issues bull Security concerns and

access to donors bull Working schedules to

engage with employed donors

bull Self-exclusion or opt-out bull Legal issues

copy Daryl Upsall amp Associates SL 46 46

PRIVATE SITES Corporate

Retail

Events

copy Daryl Upsall amp Associates SL 47

Benefits bull Audience segmentation (eg B2B airport

venues etc) bull Access to multiple sites through single

agreement bull Opportunities to benefit from (and

strengthen) corporate relationships bull Potential for more innovative and interactive

engagement bull Weather-proofing bull Secure environment bull Geographical spread bull Generally higher productivity and donor

quality bull Legitimacy and credibility

PRIVATE SITES

copy Daryl Upsall amp Associates SL 48

bull Challenges bull Restricted access to sites (resource

intensive booking process) bull Potential costs for venue space

(especially shopping malls and events)

bull Barriers to scale-up bull Restrictions to movement bull Additional stand materials bull Fundraiser profiles training and

quality control

PRIVATE SITES

copy Daryl Upsall amp Associates SL 49

ROAMING TEAMS

49

bull Access to new audiences bull Higher productivity bull Motivating for fundraisers

copy Daryl Upsall amp Associates SL 50

OUT WITH THE OLD

copy Daryl Upsall amp Associates SL 51

HOUSTON GALLERIA WORLD VISION US

IN WITH THE NEW

copy Daryl Upsall amp Associates SL 52

SAVE THE CHILDREN - BOSTON

copy Daryl Upsall amp Associates SL 53

WORLD VISION SEATTLE 2012 ndashFOCUSED ON MICRO LOANS

copy Daryl Upsall amp Associates SL 54

HEART amp STROKE FOUNDATION - CANADA

copy Daryl Upsall amp Associates SL 55

copy Daryl Upsall amp Associates SL 56

WORLD VISION SEATTLE FOCUSED ON GIFT CATALOGUE

copy Daryl Upsall amp Associates SL 57

FACE TO FACE FUNDRAISING TODAYhellip AND TOMORROW

copy Daryl Upsall amp Associates SL 58

copy Daryl Upsall amp Associates SL 59

copy Daryl Upsall amp Associates SL 60

copy Daryl Upsall amp Associates SL 61

copy Daryl Upsall amp Associates SL 62 62

MORE INTERACTIVE AND ENGAGING APPROACH

copy Daryl Upsall amp Associates SL 63

10kg

5kg

normal 1-year old child

malnutrition 1-year old child

Comparing weight mid-upper arm of malnutrition and normal 1-year old child using doll+baby carrier

copy Daryl Upsall amp Associates SL 64

F2F TOTAL ENGAGEMENThellipIN BRAZIL

64

copy Daryl Upsall amp Associates SL 65

copy Daryl Upsall amp Associates SL 66

copy Daryl Upsall amp Associates SL 67

copy Daryl Upsall amp Associates SL 68

copy Daryl Upsall amp Associates SL 69

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 70

copy Daryl Upsall amp Associates SL 71

VIRTUAL REALITY ndash WELCOME TO THE FUTURE

71

copy Daryl Upsall amp Associates SL 72

copy Daryl Upsall amp Associates SL 73

FROM THENhellip

73

hellipTO NOW

copy Daryl Upsall amp Associates SL 74

WHATrsquoS THE TECHNOLOGY

copy Daryl Upsall amp Associates SL 75

WHATrsquoS THE KIT

$200 $2-$5

$100

$8-$20

+

copy Daryl Upsall amp Associates SL 76

BACK TO REALITYhellipVIRTUALLY

copy Daryl Upsall amp Associates SL 77

LET ME INTRODUCE YOU TO SIDRAhellip

77

copy Daryl Upsall amp Associates SL 78

SO HOW CAN SIDRA HELP US TO HELP CHILDREN LIKE HER

78

copy Daryl Upsall amp Associates SL 79

VIRTUAL REALITYhellipMAKING A DIFFRENCE

This experience has opened us doors to make recruitment with Face to Face in companies from our corporate alliances hellip and in the case of telcos this VR activity puts UNICEF closer to their business Rocio Salinas Asensio UNICEF Spain

copy Daryl Upsall amp Associates SL 80 80

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 81

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 82

HOW COULD YOU USE A VR EXPERIENCE

82

bull Where bull Who bull How bull What else

copy Daryl Upsall amp Associates SL 83

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 84

FOCUS ON DONOR LOYALTY AND DEVELOPMENT

copy Daryl Upsall amp Associates SL 85

donors

BUT WE HAVE A PROBLEM

copy Daryl Upsall amp Associates SL 86

RETENTION IS THE NEW ACQUISITION CUSTOMER SERVICE IS THE NEW MARKETING - JOE CONNELLY

copy Daryl Upsall amp Associates SL 87 87 87

F2F WELCOME CALL

bull Thanks the donor again bull Reinforces the charity message bull Lets donors know that you like to

listen to them and donrsquot always ask for money

bull Provides more insight into donor motivations

bull Reality check on the donorrsquos understanding of the long term commitment

bull Enhances and confirms data Reduces Early Attritionconsiderably

copy Daryl Upsall amp Associates SL 88

DONOR COMMUNICATIONS

How a new committed

donor is approached and recruited is a key determinant of all subsequent communications

copy Daryl Upsall amp Associates SL 89 89

KEY FACTORS - ENGAGING DONORS

bull Sending the right communications

bull At the right frequency bull With the right message bull In the most suitable

mediumhellipnamely telephone SMS email web

copy Daryl Upsall amp Associates SL 90

DONORS RESPOND DIFFERENTLYhellip SO NEED TO BE TREATED DIFFERENTLY

bull Direct mailpress advert recruited donors are likely to respond better to communications by mail and printed communications

bull New media recruited donors will respond better to emails and text

bull Face to face donors respond best to the telephone

90

copy Daryl Upsall amp Associates SL 91

DONOR COMMUNICATIONS

Face to face recruited donors normally are not interested in printed communication in new media and especially telephone

It is a continuation of the

ldquoconversationrdquo and ldquodialoguerdquo with the charity

copy Daryl Upsall amp Associates SL 92

DONOR COMMUNICATIONS ampldquoTOUCH POINTSrdquo

Research across 100s of NGOs in many countries consistently show that if a donor has more ldquopositive contactsrdquo or ldquotouch pointsrdquo it ndash Builds trust and loyalty ndash Increases responses rates to

appeals and upgrades ndash Reduces attrition ndash Develops the donor journey ndash Increases lifetime value

copy Daryl Upsall amp Associates SL 93

CALLING DONORS

93

Benefits bull Data validation (financial

e-mail phone address) bull Quicker data transfer and

processing bull Immediate welcome

communication bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 94

LISTEN amp OFFER CHOICE

Listen bull Encourage donors to call

write blog etc ndash but make sure you are ready for it

bull Survey donor bull Call them and ask their

opinion or just how they are bull Let them input (eg

Greenpeace ship naming)

Offer choice bull By which method are

communicated with bull How often the are

communicated with bull How they want to

engagehellipor not bull Even offer donation

holidays and downgrades in tough times

94

copy Daryl Upsall amp Associates SL 95

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 96

THANK YOU ndash MEMBER GET MEMBER CALL

bull Normally 20 give names and telephone numbers of 2 people (that means 40 out of all the contacted)

bull 15 of those called convert to monthly donors

copy Daryl Upsall amp Associates SL 97

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 98

MAXIMISING DONOR LIFETIME VALUE

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

98 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 18

Save the Children South Africa and Korea

copy Daryl Upsall amp Associates SL 19

TYPES OF F2F MODEL

In house

Agencyoutsourced

Hybrid

Volunteerhellip really

copy Daryl Upsall amp Associates SL 20

EVER CHANGING WORLD OF F2F SUPPLIERShellip

copy Daryl Upsall amp Associates SL 21

KNOW YOUR F2F KPIS ndash WHAT TO MEASURE AND WHY

copy Daryl Upsall amp Associates SL 22

WHATrsquoS A KPI

KEY PERFORMANCE INDICATOR

copy Daryl Upsall amp Associates SL 23

WHATrsquoS A F2F KPI

Sign up rate

Fulfilment rate

Attrition rates

Average gift

Cost per donor (CPA)

Return on Investment

copy Daryl Upsall amp Associates SL 24

SIGN UP RATE

Per hour

Per day

Per shift

Leads

Per hour

Per day

Per shift

Donors

copy Daryl Upsall amp Associates SL 25

DIFFERENCES

Paying for time bull Your sign up rate

determines your cost per contactlead

bull Your fulfilment rate determines your cost per donor (more on this soon)

bull A key metric for in house operations

Paying per donor bull Donor costs are fixed bull Sign up rate less a concern

but bull Donrsquot ignore it as it affects

the efficiency of your campaign and the performance of your vendor

copy Daryl Upsall amp Associates SL 26

FULFILMENT

Fulfilment Occurs only when those who have agreed to become a pledge

donor actually make their first automatic payment Fulfilment can also refer to the process required to

get people to start paying

copy Daryl Upsall amp Associates SL 27

So do you really have a new F2F donor

bull When she has said yes on the street

bull When she has filled in the form

bull When you have said ldquoThank yourdquo to her

bull When she has told her girlfriend in an effort to impress her

27

FULFILMENT

copy Daryl Upsall amp Associates SL 28

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 29

=

SO WHERE IS FACE TO FACE RIGHT NOW

copy Daryl Upsall amp Associates SL 30 30

1 Media public and regulator negativism

2 More diversity - away from the street

3 More engagement - interactivity and creativity

4 Focus on donor loyalty and development

5 More efficiency - technology and processes

CURRENT F2F TRENDS

copy Daryl Upsall amp Associates SL 31

copy Daryl Upsall amp Associates SL 32

copy Daryl Upsall amp Associates SL 33

copy Daryl Upsall amp Associates SL 34 34

USING FACE TO FACEDOOR TO DOOR FUNDRAISING TO BUILD A POSITIVE PUBLIC PROFILE

bull Physically visiblehellipout there bull Before launch ndash internal and

external PR bull Press releasing and local

media ndash Before and after launch

copy Daryl Upsall amp Associates SL 35

POSITIVE PRE- CAMPAIGN MEDIA - UNICEF SPAIN

ldquoExcuse me would you like to become a member of a charity San Sebastian Spain

copy Daryl Upsall amp Associates SL 36

copy Daryl Upsall amp Associates SL 37

Save the Children UK

copy Daryl Upsall amp Associates SL 38

Save the Children UK

copy Daryl Upsall amp Associates SL 39

copy Daryl Upsall amp Associates SL 40

HONG KONG F2F MONTHLY GIVING ALLIANCE

copy Daryl Upsall amp Associates SL 41

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 42

DIVERSIFICATION OF LOCATIONS AND PRESENCE

copy Daryl Upsall amp Associates SL 43 43

DIVERSIFICATION

copy Daryl Upsall amp Associates SL 44 44

DOOR TO DOOR (D2D)

Benefits bull Audience segmentation bull Higher average donor age bull Data availability bull Opportunities beyond large

urban centres bull Suitable for wider range of

fundraiser profiles bull Better fulfilment and

attrition rates

copy Daryl Upsall amp Associates SL 45 45

DOOR TO DOOR (D2D)

Challenges bull Specific housing and

demographic issues bull Security concerns and

access to donors bull Working schedules to

engage with employed donors

bull Self-exclusion or opt-out bull Legal issues

copy Daryl Upsall amp Associates SL 46 46

PRIVATE SITES Corporate

Retail

Events

copy Daryl Upsall amp Associates SL 47

Benefits bull Audience segmentation (eg B2B airport

venues etc) bull Access to multiple sites through single

agreement bull Opportunities to benefit from (and

strengthen) corporate relationships bull Potential for more innovative and interactive

engagement bull Weather-proofing bull Secure environment bull Geographical spread bull Generally higher productivity and donor

quality bull Legitimacy and credibility

PRIVATE SITES

copy Daryl Upsall amp Associates SL 48

bull Challenges bull Restricted access to sites (resource

intensive booking process) bull Potential costs for venue space

(especially shopping malls and events)

bull Barriers to scale-up bull Restrictions to movement bull Additional stand materials bull Fundraiser profiles training and

quality control

PRIVATE SITES

copy Daryl Upsall amp Associates SL 49

ROAMING TEAMS

49

bull Access to new audiences bull Higher productivity bull Motivating for fundraisers

copy Daryl Upsall amp Associates SL 50

OUT WITH THE OLD

copy Daryl Upsall amp Associates SL 51

HOUSTON GALLERIA WORLD VISION US

IN WITH THE NEW

copy Daryl Upsall amp Associates SL 52

SAVE THE CHILDREN - BOSTON

copy Daryl Upsall amp Associates SL 53

WORLD VISION SEATTLE 2012 ndashFOCUSED ON MICRO LOANS

copy Daryl Upsall amp Associates SL 54

HEART amp STROKE FOUNDATION - CANADA

copy Daryl Upsall amp Associates SL 55

copy Daryl Upsall amp Associates SL 56

WORLD VISION SEATTLE FOCUSED ON GIFT CATALOGUE

copy Daryl Upsall amp Associates SL 57

FACE TO FACE FUNDRAISING TODAYhellip AND TOMORROW

copy Daryl Upsall amp Associates SL 58

copy Daryl Upsall amp Associates SL 59

copy Daryl Upsall amp Associates SL 60

copy Daryl Upsall amp Associates SL 61

copy Daryl Upsall amp Associates SL 62 62

MORE INTERACTIVE AND ENGAGING APPROACH

copy Daryl Upsall amp Associates SL 63

10kg

5kg

normal 1-year old child

malnutrition 1-year old child

Comparing weight mid-upper arm of malnutrition and normal 1-year old child using doll+baby carrier

copy Daryl Upsall amp Associates SL 64

F2F TOTAL ENGAGEMENThellipIN BRAZIL

64

copy Daryl Upsall amp Associates SL 65

copy Daryl Upsall amp Associates SL 66

copy Daryl Upsall amp Associates SL 67

copy Daryl Upsall amp Associates SL 68

copy Daryl Upsall amp Associates SL 69

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 70

copy Daryl Upsall amp Associates SL 71

VIRTUAL REALITY ndash WELCOME TO THE FUTURE

71

copy Daryl Upsall amp Associates SL 72

copy Daryl Upsall amp Associates SL 73

FROM THENhellip

73

hellipTO NOW

copy Daryl Upsall amp Associates SL 74

WHATrsquoS THE TECHNOLOGY

copy Daryl Upsall amp Associates SL 75

WHATrsquoS THE KIT

$200 $2-$5

$100

$8-$20

+

copy Daryl Upsall amp Associates SL 76

BACK TO REALITYhellipVIRTUALLY

copy Daryl Upsall amp Associates SL 77

LET ME INTRODUCE YOU TO SIDRAhellip

77

copy Daryl Upsall amp Associates SL 78

SO HOW CAN SIDRA HELP US TO HELP CHILDREN LIKE HER

78

copy Daryl Upsall amp Associates SL 79

VIRTUAL REALITYhellipMAKING A DIFFRENCE

This experience has opened us doors to make recruitment with Face to Face in companies from our corporate alliances hellip and in the case of telcos this VR activity puts UNICEF closer to their business Rocio Salinas Asensio UNICEF Spain

copy Daryl Upsall amp Associates SL 80 80

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 81

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 82

HOW COULD YOU USE A VR EXPERIENCE

82

bull Where bull Who bull How bull What else

copy Daryl Upsall amp Associates SL 83

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 84

FOCUS ON DONOR LOYALTY AND DEVELOPMENT

copy Daryl Upsall amp Associates SL 85

donors

BUT WE HAVE A PROBLEM

copy Daryl Upsall amp Associates SL 86

RETENTION IS THE NEW ACQUISITION CUSTOMER SERVICE IS THE NEW MARKETING - JOE CONNELLY

copy Daryl Upsall amp Associates SL 87 87 87

F2F WELCOME CALL

bull Thanks the donor again bull Reinforces the charity message bull Lets donors know that you like to

listen to them and donrsquot always ask for money

bull Provides more insight into donor motivations

bull Reality check on the donorrsquos understanding of the long term commitment

bull Enhances and confirms data Reduces Early Attritionconsiderably

copy Daryl Upsall amp Associates SL 88

DONOR COMMUNICATIONS

How a new committed

donor is approached and recruited is a key determinant of all subsequent communications

copy Daryl Upsall amp Associates SL 89 89

KEY FACTORS - ENGAGING DONORS

bull Sending the right communications

bull At the right frequency bull With the right message bull In the most suitable

mediumhellipnamely telephone SMS email web

copy Daryl Upsall amp Associates SL 90

DONORS RESPOND DIFFERENTLYhellip SO NEED TO BE TREATED DIFFERENTLY

bull Direct mailpress advert recruited donors are likely to respond better to communications by mail and printed communications

bull New media recruited donors will respond better to emails and text

bull Face to face donors respond best to the telephone

90

copy Daryl Upsall amp Associates SL 91

DONOR COMMUNICATIONS

Face to face recruited donors normally are not interested in printed communication in new media and especially telephone

It is a continuation of the

ldquoconversationrdquo and ldquodialoguerdquo with the charity

copy Daryl Upsall amp Associates SL 92

DONOR COMMUNICATIONS ampldquoTOUCH POINTSrdquo

Research across 100s of NGOs in many countries consistently show that if a donor has more ldquopositive contactsrdquo or ldquotouch pointsrdquo it ndash Builds trust and loyalty ndash Increases responses rates to

appeals and upgrades ndash Reduces attrition ndash Develops the donor journey ndash Increases lifetime value

copy Daryl Upsall amp Associates SL 93

CALLING DONORS

93

Benefits bull Data validation (financial

e-mail phone address) bull Quicker data transfer and

processing bull Immediate welcome

communication bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 94

LISTEN amp OFFER CHOICE

Listen bull Encourage donors to call

write blog etc ndash but make sure you are ready for it

bull Survey donor bull Call them and ask their

opinion or just how they are bull Let them input (eg

Greenpeace ship naming)

Offer choice bull By which method are

communicated with bull How often the are

communicated with bull How they want to

engagehellipor not bull Even offer donation

holidays and downgrades in tough times

94

copy Daryl Upsall amp Associates SL 95

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 96

THANK YOU ndash MEMBER GET MEMBER CALL

bull Normally 20 give names and telephone numbers of 2 people (that means 40 out of all the contacted)

bull 15 of those called convert to monthly donors

copy Daryl Upsall amp Associates SL 97

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 98

MAXIMISING DONOR LIFETIME VALUE

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

98 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 19

TYPES OF F2F MODEL

In house

Agencyoutsourced

Hybrid

Volunteerhellip really

copy Daryl Upsall amp Associates SL 20

EVER CHANGING WORLD OF F2F SUPPLIERShellip

copy Daryl Upsall amp Associates SL 21

KNOW YOUR F2F KPIS ndash WHAT TO MEASURE AND WHY

copy Daryl Upsall amp Associates SL 22

WHATrsquoS A KPI

KEY PERFORMANCE INDICATOR

copy Daryl Upsall amp Associates SL 23

WHATrsquoS A F2F KPI

Sign up rate

Fulfilment rate

Attrition rates

Average gift

Cost per donor (CPA)

Return on Investment

copy Daryl Upsall amp Associates SL 24

SIGN UP RATE

Per hour

Per day

Per shift

Leads

Per hour

Per day

Per shift

Donors

copy Daryl Upsall amp Associates SL 25

DIFFERENCES

Paying for time bull Your sign up rate

determines your cost per contactlead

bull Your fulfilment rate determines your cost per donor (more on this soon)

bull A key metric for in house operations

Paying per donor bull Donor costs are fixed bull Sign up rate less a concern

but bull Donrsquot ignore it as it affects

the efficiency of your campaign and the performance of your vendor

copy Daryl Upsall amp Associates SL 26

FULFILMENT

Fulfilment Occurs only when those who have agreed to become a pledge

donor actually make their first automatic payment Fulfilment can also refer to the process required to

get people to start paying

copy Daryl Upsall amp Associates SL 27

So do you really have a new F2F donor

bull When she has said yes on the street

bull When she has filled in the form

bull When you have said ldquoThank yourdquo to her

bull When she has told her girlfriend in an effort to impress her

27

FULFILMENT

copy Daryl Upsall amp Associates SL 28

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 29

=

SO WHERE IS FACE TO FACE RIGHT NOW

copy Daryl Upsall amp Associates SL 30 30

1 Media public and regulator negativism

2 More diversity - away from the street

3 More engagement - interactivity and creativity

4 Focus on donor loyalty and development

5 More efficiency - technology and processes

CURRENT F2F TRENDS

copy Daryl Upsall amp Associates SL 31

copy Daryl Upsall amp Associates SL 32

copy Daryl Upsall amp Associates SL 33

copy Daryl Upsall amp Associates SL 34 34

USING FACE TO FACEDOOR TO DOOR FUNDRAISING TO BUILD A POSITIVE PUBLIC PROFILE

bull Physically visiblehellipout there bull Before launch ndash internal and

external PR bull Press releasing and local

media ndash Before and after launch

copy Daryl Upsall amp Associates SL 35

POSITIVE PRE- CAMPAIGN MEDIA - UNICEF SPAIN

ldquoExcuse me would you like to become a member of a charity San Sebastian Spain

copy Daryl Upsall amp Associates SL 36

copy Daryl Upsall amp Associates SL 37

Save the Children UK

copy Daryl Upsall amp Associates SL 38

Save the Children UK

copy Daryl Upsall amp Associates SL 39

copy Daryl Upsall amp Associates SL 40

HONG KONG F2F MONTHLY GIVING ALLIANCE

copy Daryl Upsall amp Associates SL 41

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 42

DIVERSIFICATION OF LOCATIONS AND PRESENCE

copy Daryl Upsall amp Associates SL 43 43

DIVERSIFICATION

copy Daryl Upsall amp Associates SL 44 44

DOOR TO DOOR (D2D)

Benefits bull Audience segmentation bull Higher average donor age bull Data availability bull Opportunities beyond large

urban centres bull Suitable for wider range of

fundraiser profiles bull Better fulfilment and

attrition rates

copy Daryl Upsall amp Associates SL 45 45

DOOR TO DOOR (D2D)

Challenges bull Specific housing and

demographic issues bull Security concerns and

access to donors bull Working schedules to

engage with employed donors

bull Self-exclusion or opt-out bull Legal issues

copy Daryl Upsall amp Associates SL 46 46

PRIVATE SITES Corporate

Retail

Events

copy Daryl Upsall amp Associates SL 47

Benefits bull Audience segmentation (eg B2B airport

venues etc) bull Access to multiple sites through single

agreement bull Opportunities to benefit from (and

strengthen) corporate relationships bull Potential for more innovative and interactive

engagement bull Weather-proofing bull Secure environment bull Geographical spread bull Generally higher productivity and donor

quality bull Legitimacy and credibility

PRIVATE SITES

copy Daryl Upsall amp Associates SL 48

bull Challenges bull Restricted access to sites (resource

intensive booking process) bull Potential costs for venue space

(especially shopping malls and events)

bull Barriers to scale-up bull Restrictions to movement bull Additional stand materials bull Fundraiser profiles training and

quality control

PRIVATE SITES

copy Daryl Upsall amp Associates SL 49

ROAMING TEAMS

49

bull Access to new audiences bull Higher productivity bull Motivating for fundraisers

copy Daryl Upsall amp Associates SL 50

OUT WITH THE OLD

copy Daryl Upsall amp Associates SL 51

HOUSTON GALLERIA WORLD VISION US

IN WITH THE NEW

copy Daryl Upsall amp Associates SL 52

SAVE THE CHILDREN - BOSTON

copy Daryl Upsall amp Associates SL 53

WORLD VISION SEATTLE 2012 ndashFOCUSED ON MICRO LOANS

copy Daryl Upsall amp Associates SL 54

HEART amp STROKE FOUNDATION - CANADA

copy Daryl Upsall amp Associates SL 55

copy Daryl Upsall amp Associates SL 56

WORLD VISION SEATTLE FOCUSED ON GIFT CATALOGUE

copy Daryl Upsall amp Associates SL 57

FACE TO FACE FUNDRAISING TODAYhellip AND TOMORROW

copy Daryl Upsall amp Associates SL 58

copy Daryl Upsall amp Associates SL 59

copy Daryl Upsall amp Associates SL 60

copy Daryl Upsall amp Associates SL 61

copy Daryl Upsall amp Associates SL 62 62

MORE INTERACTIVE AND ENGAGING APPROACH

copy Daryl Upsall amp Associates SL 63

10kg

5kg

normal 1-year old child

malnutrition 1-year old child

Comparing weight mid-upper arm of malnutrition and normal 1-year old child using doll+baby carrier

copy Daryl Upsall amp Associates SL 64

F2F TOTAL ENGAGEMENThellipIN BRAZIL

64

copy Daryl Upsall amp Associates SL 65

copy Daryl Upsall amp Associates SL 66

copy Daryl Upsall amp Associates SL 67

copy Daryl Upsall amp Associates SL 68

copy Daryl Upsall amp Associates SL 69

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 70

copy Daryl Upsall amp Associates SL 71

VIRTUAL REALITY ndash WELCOME TO THE FUTURE

71

copy Daryl Upsall amp Associates SL 72

copy Daryl Upsall amp Associates SL 73

FROM THENhellip

73

hellipTO NOW

copy Daryl Upsall amp Associates SL 74

WHATrsquoS THE TECHNOLOGY

copy Daryl Upsall amp Associates SL 75

WHATrsquoS THE KIT

$200 $2-$5

$100

$8-$20

+

copy Daryl Upsall amp Associates SL 76

BACK TO REALITYhellipVIRTUALLY

copy Daryl Upsall amp Associates SL 77

LET ME INTRODUCE YOU TO SIDRAhellip

77

copy Daryl Upsall amp Associates SL 78

SO HOW CAN SIDRA HELP US TO HELP CHILDREN LIKE HER

78

copy Daryl Upsall amp Associates SL 79

VIRTUAL REALITYhellipMAKING A DIFFRENCE

This experience has opened us doors to make recruitment with Face to Face in companies from our corporate alliances hellip and in the case of telcos this VR activity puts UNICEF closer to their business Rocio Salinas Asensio UNICEF Spain

copy Daryl Upsall amp Associates SL 80 80

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 81

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 82

HOW COULD YOU USE A VR EXPERIENCE

82

bull Where bull Who bull How bull What else

copy Daryl Upsall amp Associates SL 83

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 84

FOCUS ON DONOR LOYALTY AND DEVELOPMENT

copy Daryl Upsall amp Associates SL 85

donors

BUT WE HAVE A PROBLEM

copy Daryl Upsall amp Associates SL 86

RETENTION IS THE NEW ACQUISITION CUSTOMER SERVICE IS THE NEW MARKETING - JOE CONNELLY

copy Daryl Upsall amp Associates SL 87 87 87

F2F WELCOME CALL

bull Thanks the donor again bull Reinforces the charity message bull Lets donors know that you like to

listen to them and donrsquot always ask for money

bull Provides more insight into donor motivations

bull Reality check on the donorrsquos understanding of the long term commitment

bull Enhances and confirms data Reduces Early Attritionconsiderably

copy Daryl Upsall amp Associates SL 88

DONOR COMMUNICATIONS

How a new committed

donor is approached and recruited is a key determinant of all subsequent communications

copy Daryl Upsall amp Associates SL 89 89

KEY FACTORS - ENGAGING DONORS

bull Sending the right communications

bull At the right frequency bull With the right message bull In the most suitable

mediumhellipnamely telephone SMS email web

copy Daryl Upsall amp Associates SL 90

DONORS RESPOND DIFFERENTLYhellip SO NEED TO BE TREATED DIFFERENTLY

bull Direct mailpress advert recruited donors are likely to respond better to communications by mail and printed communications

bull New media recruited donors will respond better to emails and text

bull Face to face donors respond best to the telephone

90

copy Daryl Upsall amp Associates SL 91

DONOR COMMUNICATIONS

Face to face recruited donors normally are not interested in printed communication in new media and especially telephone

It is a continuation of the

ldquoconversationrdquo and ldquodialoguerdquo with the charity

copy Daryl Upsall amp Associates SL 92

DONOR COMMUNICATIONS ampldquoTOUCH POINTSrdquo

Research across 100s of NGOs in many countries consistently show that if a donor has more ldquopositive contactsrdquo or ldquotouch pointsrdquo it ndash Builds trust and loyalty ndash Increases responses rates to

appeals and upgrades ndash Reduces attrition ndash Develops the donor journey ndash Increases lifetime value

copy Daryl Upsall amp Associates SL 93

CALLING DONORS

93

Benefits bull Data validation (financial

e-mail phone address) bull Quicker data transfer and

processing bull Immediate welcome

communication bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 94

LISTEN amp OFFER CHOICE

Listen bull Encourage donors to call

write blog etc ndash but make sure you are ready for it

bull Survey donor bull Call them and ask their

opinion or just how they are bull Let them input (eg

Greenpeace ship naming)

Offer choice bull By which method are

communicated with bull How often the are

communicated with bull How they want to

engagehellipor not bull Even offer donation

holidays and downgrades in tough times

94

copy Daryl Upsall amp Associates SL 95

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 96

THANK YOU ndash MEMBER GET MEMBER CALL

bull Normally 20 give names and telephone numbers of 2 people (that means 40 out of all the contacted)

bull 15 of those called convert to monthly donors

copy Daryl Upsall amp Associates SL 97

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 98

MAXIMISING DONOR LIFETIME VALUE

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

98 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 20

EVER CHANGING WORLD OF F2F SUPPLIERShellip

copy Daryl Upsall amp Associates SL 21

KNOW YOUR F2F KPIS ndash WHAT TO MEASURE AND WHY

copy Daryl Upsall amp Associates SL 22

WHATrsquoS A KPI

KEY PERFORMANCE INDICATOR

copy Daryl Upsall amp Associates SL 23

WHATrsquoS A F2F KPI

Sign up rate

Fulfilment rate

Attrition rates

Average gift

Cost per donor (CPA)

Return on Investment

copy Daryl Upsall amp Associates SL 24

SIGN UP RATE

Per hour

Per day

Per shift

Leads

Per hour

Per day

Per shift

Donors

copy Daryl Upsall amp Associates SL 25

DIFFERENCES

Paying for time bull Your sign up rate

determines your cost per contactlead

bull Your fulfilment rate determines your cost per donor (more on this soon)

bull A key metric for in house operations

Paying per donor bull Donor costs are fixed bull Sign up rate less a concern

but bull Donrsquot ignore it as it affects

the efficiency of your campaign and the performance of your vendor

copy Daryl Upsall amp Associates SL 26

FULFILMENT

Fulfilment Occurs only when those who have agreed to become a pledge

donor actually make their first automatic payment Fulfilment can also refer to the process required to

get people to start paying

copy Daryl Upsall amp Associates SL 27

So do you really have a new F2F donor

bull When she has said yes on the street

bull When she has filled in the form

bull When you have said ldquoThank yourdquo to her

bull When she has told her girlfriend in an effort to impress her

27

FULFILMENT

copy Daryl Upsall amp Associates SL 28

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 29

=

SO WHERE IS FACE TO FACE RIGHT NOW

copy Daryl Upsall amp Associates SL 30 30

1 Media public and regulator negativism

2 More diversity - away from the street

3 More engagement - interactivity and creativity

4 Focus on donor loyalty and development

5 More efficiency - technology and processes

CURRENT F2F TRENDS

copy Daryl Upsall amp Associates SL 31

copy Daryl Upsall amp Associates SL 32

copy Daryl Upsall amp Associates SL 33

copy Daryl Upsall amp Associates SL 34 34

USING FACE TO FACEDOOR TO DOOR FUNDRAISING TO BUILD A POSITIVE PUBLIC PROFILE

bull Physically visiblehellipout there bull Before launch ndash internal and

external PR bull Press releasing and local

media ndash Before and after launch

copy Daryl Upsall amp Associates SL 35

POSITIVE PRE- CAMPAIGN MEDIA - UNICEF SPAIN

ldquoExcuse me would you like to become a member of a charity San Sebastian Spain

copy Daryl Upsall amp Associates SL 36

copy Daryl Upsall amp Associates SL 37

Save the Children UK

copy Daryl Upsall amp Associates SL 38

Save the Children UK

copy Daryl Upsall amp Associates SL 39

copy Daryl Upsall amp Associates SL 40

HONG KONG F2F MONTHLY GIVING ALLIANCE

copy Daryl Upsall amp Associates SL 41

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 42

DIVERSIFICATION OF LOCATIONS AND PRESENCE

copy Daryl Upsall amp Associates SL 43 43

DIVERSIFICATION

copy Daryl Upsall amp Associates SL 44 44

DOOR TO DOOR (D2D)

Benefits bull Audience segmentation bull Higher average donor age bull Data availability bull Opportunities beyond large

urban centres bull Suitable for wider range of

fundraiser profiles bull Better fulfilment and

attrition rates

copy Daryl Upsall amp Associates SL 45 45

DOOR TO DOOR (D2D)

Challenges bull Specific housing and

demographic issues bull Security concerns and

access to donors bull Working schedules to

engage with employed donors

bull Self-exclusion or opt-out bull Legal issues

copy Daryl Upsall amp Associates SL 46 46

PRIVATE SITES Corporate

Retail

Events

copy Daryl Upsall amp Associates SL 47

Benefits bull Audience segmentation (eg B2B airport

venues etc) bull Access to multiple sites through single

agreement bull Opportunities to benefit from (and

strengthen) corporate relationships bull Potential for more innovative and interactive

engagement bull Weather-proofing bull Secure environment bull Geographical spread bull Generally higher productivity and donor

quality bull Legitimacy and credibility

PRIVATE SITES

copy Daryl Upsall amp Associates SL 48

bull Challenges bull Restricted access to sites (resource

intensive booking process) bull Potential costs for venue space

(especially shopping malls and events)

bull Barriers to scale-up bull Restrictions to movement bull Additional stand materials bull Fundraiser profiles training and

quality control

PRIVATE SITES

copy Daryl Upsall amp Associates SL 49

ROAMING TEAMS

49

bull Access to new audiences bull Higher productivity bull Motivating for fundraisers

copy Daryl Upsall amp Associates SL 50

OUT WITH THE OLD

copy Daryl Upsall amp Associates SL 51

HOUSTON GALLERIA WORLD VISION US

IN WITH THE NEW

copy Daryl Upsall amp Associates SL 52

SAVE THE CHILDREN - BOSTON

copy Daryl Upsall amp Associates SL 53

WORLD VISION SEATTLE 2012 ndashFOCUSED ON MICRO LOANS

copy Daryl Upsall amp Associates SL 54

HEART amp STROKE FOUNDATION - CANADA

copy Daryl Upsall amp Associates SL 55

copy Daryl Upsall amp Associates SL 56

WORLD VISION SEATTLE FOCUSED ON GIFT CATALOGUE

copy Daryl Upsall amp Associates SL 57

FACE TO FACE FUNDRAISING TODAYhellip AND TOMORROW

copy Daryl Upsall amp Associates SL 58

copy Daryl Upsall amp Associates SL 59

copy Daryl Upsall amp Associates SL 60

copy Daryl Upsall amp Associates SL 61

copy Daryl Upsall amp Associates SL 62 62

MORE INTERACTIVE AND ENGAGING APPROACH

copy Daryl Upsall amp Associates SL 63

10kg

5kg

normal 1-year old child

malnutrition 1-year old child

Comparing weight mid-upper arm of malnutrition and normal 1-year old child using doll+baby carrier

copy Daryl Upsall amp Associates SL 64

F2F TOTAL ENGAGEMENThellipIN BRAZIL

64

copy Daryl Upsall amp Associates SL 65

copy Daryl Upsall amp Associates SL 66

copy Daryl Upsall amp Associates SL 67

copy Daryl Upsall amp Associates SL 68

copy Daryl Upsall amp Associates SL 69

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 70

copy Daryl Upsall amp Associates SL 71

VIRTUAL REALITY ndash WELCOME TO THE FUTURE

71

copy Daryl Upsall amp Associates SL 72

copy Daryl Upsall amp Associates SL 73

FROM THENhellip

73

hellipTO NOW

copy Daryl Upsall amp Associates SL 74

WHATrsquoS THE TECHNOLOGY

copy Daryl Upsall amp Associates SL 75

WHATrsquoS THE KIT

$200 $2-$5

$100

$8-$20

+

copy Daryl Upsall amp Associates SL 76

BACK TO REALITYhellipVIRTUALLY

copy Daryl Upsall amp Associates SL 77

LET ME INTRODUCE YOU TO SIDRAhellip

77

copy Daryl Upsall amp Associates SL 78

SO HOW CAN SIDRA HELP US TO HELP CHILDREN LIKE HER

78

copy Daryl Upsall amp Associates SL 79

VIRTUAL REALITYhellipMAKING A DIFFRENCE

This experience has opened us doors to make recruitment with Face to Face in companies from our corporate alliances hellip and in the case of telcos this VR activity puts UNICEF closer to their business Rocio Salinas Asensio UNICEF Spain

copy Daryl Upsall amp Associates SL 80 80

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 81

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 82

HOW COULD YOU USE A VR EXPERIENCE

82

bull Where bull Who bull How bull What else

copy Daryl Upsall amp Associates SL 83

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 84

FOCUS ON DONOR LOYALTY AND DEVELOPMENT

copy Daryl Upsall amp Associates SL 85

donors

BUT WE HAVE A PROBLEM

copy Daryl Upsall amp Associates SL 86

RETENTION IS THE NEW ACQUISITION CUSTOMER SERVICE IS THE NEW MARKETING - JOE CONNELLY

copy Daryl Upsall amp Associates SL 87 87 87

F2F WELCOME CALL

bull Thanks the donor again bull Reinforces the charity message bull Lets donors know that you like to

listen to them and donrsquot always ask for money

bull Provides more insight into donor motivations

bull Reality check on the donorrsquos understanding of the long term commitment

bull Enhances and confirms data Reduces Early Attritionconsiderably

copy Daryl Upsall amp Associates SL 88

DONOR COMMUNICATIONS

How a new committed

donor is approached and recruited is a key determinant of all subsequent communications

copy Daryl Upsall amp Associates SL 89 89

KEY FACTORS - ENGAGING DONORS

bull Sending the right communications

bull At the right frequency bull With the right message bull In the most suitable

mediumhellipnamely telephone SMS email web

copy Daryl Upsall amp Associates SL 90

DONORS RESPOND DIFFERENTLYhellip SO NEED TO BE TREATED DIFFERENTLY

bull Direct mailpress advert recruited donors are likely to respond better to communications by mail and printed communications

bull New media recruited donors will respond better to emails and text

bull Face to face donors respond best to the telephone

90

copy Daryl Upsall amp Associates SL 91

DONOR COMMUNICATIONS

Face to face recruited donors normally are not interested in printed communication in new media and especially telephone

It is a continuation of the

ldquoconversationrdquo and ldquodialoguerdquo with the charity

copy Daryl Upsall amp Associates SL 92

DONOR COMMUNICATIONS ampldquoTOUCH POINTSrdquo

Research across 100s of NGOs in many countries consistently show that if a donor has more ldquopositive contactsrdquo or ldquotouch pointsrdquo it ndash Builds trust and loyalty ndash Increases responses rates to

appeals and upgrades ndash Reduces attrition ndash Develops the donor journey ndash Increases lifetime value

copy Daryl Upsall amp Associates SL 93

CALLING DONORS

93

Benefits bull Data validation (financial

e-mail phone address) bull Quicker data transfer and

processing bull Immediate welcome

communication bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 94

LISTEN amp OFFER CHOICE

Listen bull Encourage donors to call

write blog etc ndash but make sure you are ready for it

bull Survey donor bull Call them and ask their

opinion or just how they are bull Let them input (eg

Greenpeace ship naming)

Offer choice bull By which method are

communicated with bull How often the are

communicated with bull How they want to

engagehellipor not bull Even offer donation

holidays and downgrades in tough times

94

copy Daryl Upsall amp Associates SL 95

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 96

THANK YOU ndash MEMBER GET MEMBER CALL

bull Normally 20 give names and telephone numbers of 2 people (that means 40 out of all the contacted)

bull 15 of those called convert to monthly donors

copy Daryl Upsall amp Associates SL 97

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 98

MAXIMISING DONOR LIFETIME VALUE

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

98 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 21

KNOW YOUR F2F KPIS ndash WHAT TO MEASURE AND WHY

copy Daryl Upsall amp Associates SL 22

WHATrsquoS A KPI

KEY PERFORMANCE INDICATOR

copy Daryl Upsall amp Associates SL 23

WHATrsquoS A F2F KPI

Sign up rate

Fulfilment rate

Attrition rates

Average gift

Cost per donor (CPA)

Return on Investment

copy Daryl Upsall amp Associates SL 24

SIGN UP RATE

Per hour

Per day

Per shift

Leads

Per hour

Per day

Per shift

Donors

copy Daryl Upsall amp Associates SL 25

DIFFERENCES

Paying for time bull Your sign up rate

determines your cost per contactlead

bull Your fulfilment rate determines your cost per donor (more on this soon)

bull A key metric for in house operations

Paying per donor bull Donor costs are fixed bull Sign up rate less a concern

but bull Donrsquot ignore it as it affects

the efficiency of your campaign and the performance of your vendor

copy Daryl Upsall amp Associates SL 26

FULFILMENT

Fulfilment Occurs only when those who have agreed to become a pledge

donor actually make their first automatic payment Fulfilment can also refer to the process required to

get people to start paying

copy Daryl Upsall amp Associates SL 27

So do you really have a new F2F donor

bull When she has said yes on the street

bull When she has filled in the form

bull When you have said ldquoThank yourdquo to her

bull When she has told her girlfriend in an effort to impress her

27

FULFILMENT

copy Daryl Upsall amp Associates SL 28

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 29

=

SO WHERE IS FACE TO FACE RIGHT NOW

copy Daryl Upsall amp Associates SL 30 30

1 Media public and regulator negativism

2 More diversity - away from the street

3 More engagement - interactivity and creativity

4 Focus on donor loyalty and development

5 More efficiency - technology and processes

CURRENT F2F TRENDS

copy Daryl Upsall amp Associates SL 31

copy Daryl Upsall amp Associates SL 32

copy Daryl Upsall amp Associates SL 33

copy Daryl Upsall amp Associates SL 34 34

USING FACE TO FACEDOOR TO DOOR FUNDRAISING TO BUILD A POSITIVE PUBLIC PROFILE

bull Physically visiblehellipout there bull Before launch ndash internal and

external PR bull Press releasing and local

media ndash Before and after launch

copy Daryl Upsall amp Associates SL 35

POSITIVE PRE- CAMPAIGN MEDIA - UNICEF SPAIN

ldquoExcuse me would you like to become a member of a charity San Sebastian Spain

copy Daryl Upsall amp Associates SL 36

copy Daryl Upsall amp Associates SL 37

Save the Children UK

copy Daryl Upsall amp Associates SL 38

Save the Children UK

copy Daryl Upsall amp Associates SL 39

copy Daryl Upsall amp Associates SL 40

HONG KONG F2F MONTHLY GIVING ALLIANCE

copy Daryl Upsall amp Associates SL 41

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 42

DIVERSIFICATION OF LOCATIONS AND PRESENCE

copy Daryl Upsall amp Associates SL 43 43

DIVERSIFICATION

copy Daryl Upsall amp Associates SL 44 44

DOOR TO DOOR (D2D)

Benefits bull Audience segmentation bull Higher average donor age bull Data availability bull Opportunities beyond large

urban centres bull Suitable for wider range of

fundraiser profiles bull Better fulfilment and

attrition rates

copy Daryl Upsall amp Associates SL 45 45

DOOR TO DOOR (D2D)

Challenges bull Specific housing and

demographic issues bull Security concerns and

access to donors bull Working schedules to

engage with employed donors

bull Self-exclusion or opt-out bull Legal issues

copy Daryl Upsall amp Associates SL 46 46

PRIVATE SITES Corporate

Retail

Events

copy Daryl Upsall amp Associates SL 47

Benefits bull Audience segmentation (eg B2B airport

venues etc) bull Access to multiple sites through single

agreement bull Opportunities to benefit from (and

strengthen) corporate relationships bull Potential for more innovative and interactive

engagement bull Weather-proofing bull Secure environment bull Geographical spread bull Generally higher productivity and donor

quality bull Legitimacy and credibility

PRIVATE SITES

copy Daryl Upsall amp Associates SL 48

bull Challenges bull Restricted access to sites (resource

intensive booking process) bull Potential costs for venue space

(especially shopping malls and events)

bull Barriers to scale-up bull Restrictions to movement bull Additional stand materials bull Fundraiser profiles training and

quality control

PRIVATE SITES

copy Daryl Upsall amp Associates SL 49

ROAMING TEAMS

49

bull Access to new audiences bull Higher productivity bull Motivating for fundraisers

copy Daryl Upsall amp Associates SL 50

OUT WITH THE OLD

copy Daryl Upsall amp Associates SL 51

HOUSTON GALLERIA WORLD VISION US

IN WITH THE NEW

copy Daryl Upsall amp Associates SL 52

SAVE THE CHILDREN - BOSTON

copy Daryl Upsall amp Associates SL 53

WORLD VISION SEATTLE 2012 ndashFOCUSED ON MICRO LOANS

copy Daryl Upsall amp Associates SL 54

HEART amp STROKE FOUNDATION - CANADA

copy Daryl Upsall amp Associates SL 55

copy Daryl Upsall amp Associates SL 56

WORLD VISION SEATTLE FOCUSED ON GIFT CATALOGUE

copy Daryl Upsall amp Associates SL 57

FACE TO FACE FUNDRAISING TODAYhellip AND TOMORROW

copy Daryl Upsall amp Associates SL 58

copy Daryl Upsall amp Associates SL 59

copy Daryl Upsall amp Associates SL 60

copy Daryl Upsall amp Associates SL 61

copy Daryl Upsall amp Associates SL 62 62

MORE INTERACTIVE AND ENGAGING APPROACH

copy Daryl Upsall amp Associates SL 63

10kg

5kg

normal 1-year old child

malnutrition 1-year old child

Comparing weight mid-upper arm of malnutrition and normal 1-year old child using doll+baby carrier

copy Daryl Upsall amp Associates SL 64

F2F TOTAL ENGAGEMENThellipIN BRAZIL

64

copy Daryl Upsall amp Associates SL 65

copy Daryl Upsall amp Associates SL 66

copy Daryl Upsall amp Associates SL 67

copy Daryl Upsall amp Associates SL 68

copy Daryl Upsall amp Associates SL 69

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 70

copy Daryl Upsall amp Associates SL 71

VIRTUAL REALITY ndash WELCOME TO THE FUTURE

71

copy Daryl Upsall amp Associates SL 72

copy Daryl Upsall amp Associates SL 73

FROM THENhellip

73

hellipTO NOW

copy Daryl Upsall amp Associates SL 74

WHATrsquoS THE TECHNOLOGY

copy Daryl Upsall amp Associates SL 75

WHATrsquoS THE KIT

$200 $2-$5

$100

$8-$20

+

copy Daryl Upsall amp Associates SL 76

BACK TO REALITYhellipVIRTUALLY

copy Daryl Upsall amp Associates SL 77

LET ME INTRODUCE YOU TO SIDRAhellip

77

copy Daryl Upsall amp Associates SL 78

SO HOW CAN SIDRA HELP US TO HELP CHILDREN LIKE HER

78

copy Daryl Upsall amp Associates SL 79

VIRTUAL REALITYhellipMAKING A DIFFRENCE

This experience has opened us doors to make recruitment with Face to Face in companies from our corporate alliances hellip and in the case of telcos this VR activity puts UNICEF closer to their business Rocio Salinas Asensio UNICEF Spain

copy Daryl Upsall amp Associates SL 80 80

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 81

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 82

HOW COULD YOU USE A VR EXPERIENCE

82

bull Where bull Who bull How bull What else

copy Daryl Upsall amp Associates SL 83

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 84

FOCUS ON DONOR LOYALTY AND DEVELOPMENT

copy Daryl Upsall amp Associates SL 85

donors

BUT WE HAVE A PROBLEM

copy Daryl Upsall amp Associates SL 86

RETENTION IS THE NEW ACQUISITION CUSTOMER SERVICE IS THE NEW MARKETING - JOE CONNELLY

copy Daryl Upsall amp Associates SL 87 87 87

F2F WELCOME CALL

bull Thanks the donor again bull Reinforces the charity message bull Lets donors know that you like to

listen to them and donrsquot always ask for money

bull Provides more insight into donor motivations

bull Reality check on the donorrsquos understanding of the long term commitment

bull Enhances and confirms data Reduces Early Attritionconsiderably

copy Daryl Upsall amp Associates SL 88

DONOR COMMUNICATIONS

How a new committed

donor is approached and recruited is a key determinant of all subsequent communications

copy Daryl Upsall amp Associates SL 89 89

KEY FACTORS - ENGAGING DONORS

bull Sending the right communications

bull At the right frequency bull With the right message bull In the most suitable

mediumhellipnamely telephone SMS email web

copy Daryl Upsall amp Associates SL 90

DONORS RESPOND DIFFERENTLYhellip SO NEED TO BE TREATED DIFFERENTLY

bull Direct mailpress advert recruited donors are likely to respond better to communications by mail and printed communications

bull New media recruited donors will respond better to emails and text

bull Face to face donors respond best to the telephone

90

copy Daryl Upsall amp Associates SL 91

DONOR COMMUNICATIONS

Face to face recruited donors normally are not interested in printed communication in new media and especially telephone

It is a continuation of the

ldquoconversationrdquo and ldquodialoguerdquo with the charity

copy Daryl Upsall amp Associates SL 92

DONOR COMMUNICATIONS ampldquoTOUCH POINTSrdquo

Research across 100s of NGOs in many countries consistently show that if a donor has more ldquopositive contactsrdquo or ldquotouch pointsrdquo it ndash Builds trust and loyalty ndash Increases responses rates to

appeals and upgrades ndash Reduces attrition ndash Develops the donor journey ndash Increases lifetime value

copy Daryl Upsall amp Associates SL 93

CALLING DONORS

93

Benefits bull Data validation (financial

e-mail phone address) bull Quicker data transfer and

processing bull Immediate welcome

communication bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 94

LISTEN amp OFFER CHOICE

Listen bull Encourage donors to call

write blog etc ndash but make sure you are ready for it

bull Survey donor bull Call them and ask their

opinion or just how they are bull Let them input (eg

Greenpeace ship naming)

Offer choice bull By which method are

communicated with bull How often the are

communicated with bull How they want to

engagehellipor not bull Even offer donation

holidays and downgrades in tough times

94

copy Daryl Upsall amp Associates SL 95

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 96

THANK YOU ndash MEMBER GET MEMBER CALL

bull Normally 20 give names and telephone numbers of 2 people (that means 40 out of all the contacted)

bull 15 of those called convert to monthly donors

copy Daryl Upsall amp Associates SL 97

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 98

MAXIMISING DONOR LIFETIME VALUE

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

98 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 22

WHATrsquoS A KPI

KEY PERFORMANCE INDICATOR

copy Daryl Upsall amp Associates SL 23

WHATrsquoS A F2F KPI

Sign up rate

Fulfilment rate

Attrition rates

Average gift

Cost per donor (CPA)

Return on Investment

copy Daryl Upsall amp Associates SL 24

SIGN UP RATE

Per hour

Per day

Per shift

Leads

Per hour

Per day

Per shift

Donors

copy Daryl Upsall amp Associates SL 25

DIFFERENCES

Paying for time bull Your sign up rate

determines your cost per contactlead

bull Your fulfilment rate determines your cost per donor (more on this soon)

bull A key metric for in house operations

Paying per donor bull Donor costs are fixed bull Sign up rate less a concern

but bull Donrsquot ignore it as it affects

the efficiency of your campaign and the performance of your vendor

copy Daryl Upsall amp Associates SL 26

FULFILMENT

Fulfilment Occurs only when those who have agreed to become a pledge

donor actually make their first automatic payment Fulfilment can also refer to the process required to

get people to start paying

copy Daryl Upsall amp Associates SL 27

So do you really have a new F2F donor

bull When she has said yes on the street

bull When she has filled in the form

bull When you have said ldquoThank yourdquo to her

bull When she has told her girlfriend in an effort to impress her

27

FULFILMENT

copy Daryl Upsall amp Associates SL 28

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 29

=

SO WHERE IS FACE TO FACE RIGHT NOW

copy Daryl Upsall amp Associates SL 30 30

1 Media public and regulator negativism

2 More diversity - away from the street

3 More engagement - interactivity and creativity

4 Focus on donor loyalty and development

5 More efficiency - technology and processes

CURRENT F2F TRENDS

copy Daryl Upsall amp Associates SL 31

copy Daryl Upsall amp Associates SL 32

copy Daryl Upsall amp Associates SL 33

copy Daryl Upsall amp Associates SL 34 34

USING FACE TO FACEDOOR TO DOOR FUNDRAISING TO BUILD A POSITIVE PUBLIC PROFILE

bull Physically visiblehellipout there bull Before launch ndash internal and

external PR bull Press releasing and local

media ndash Before and after launch

copy Daryl Upsall amp Associates SL 35

POSITIVE PRE- CAMPAIGN MEDIA - UNICEF SPAIN

ldquoExcuse me would you like to become a member of a charity San Sebastian Spain

copy Daryl Upsall amp Associates SL 36

copy Daryl Upsall amp Associates SL 37

Save the Children UK

copy Daryl Upsall amp Associates SL 38

Save the Children UK

copy Daryl Upsall amp Associates SL 39

copy Daryl Upsall amp Associates SL 40

HONG KONG F2F MONTHLY GIVING ALLIANCE

copy Daryl Upsall amp Associates SL 41

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 42

DIVERSIFICATION OF LOCATIONS AND PRESENCE

copy Daryl Upsall amp Associates SL 43 43

DIVERSIFICATION

copy Daryl Upsall amp Associates SL 44 44

DOOR TO DOOR (D2D)

Benefits bull Audience segmentation bull Higher average donor age bull Data availability bull Opportunities beyond large

urban centres bull Suitable for wider range of

fundraiser profiles bull Better fulfilment and

attrition rates

copy Daryl Upsall amp Associates SL 45 45

DOOR TO DOOR (D2D)

Challenges bull Specific housing and

demographic issues bull Security concerns and

access to donors bull Working schedules to

engage with employed donors

bull Self-exclusion or opt-out bull Legal issues

copy Daryl Upsall amp Associates SL 46 46

PRIVATE SITES Corporate

Retail

Events

copy Daryl Upsall amp Associates SL 47

Benefits bull Audience segmentation (eg B2B airport

venues etc) bull Access to multiple sites through single

agreement bull Opportunities to benefit from (and

strengthen) corporate relationships bull Potential for more innovative and interactive

engagement bull Weather-proofing bull Secure environment bull Geographical spread bull Generally higher productivity and donor

quality bull Legitimacy and credibility

PRIVATE SITES

copy Daryl Upsall amp Associates SL 48

bull Challenges bull Restricted access to sites (resource

intensive booking process) bull Potential costs for venue space

(especially shopping malls and events)

bull Barriers to scale-up bull Restrictions to movement bull Additional stand materials bull Fundraiser profiles training and

quality control

PRIVATE SITES

copy Daryl Upsall amp Associates SL 49

ROAMING TEAMS

49

bull Access to new audiences bull Higher productivity bull Motivating for fundraisers

copy Daryl Upsall amp Associates SL 50

OUT WITH THE OLD

copy Daryl Upsall amp Associates SL 51

HOUSTON GALLERIA WORLD VISION US

IN WITH THE NEW

copy Daryl Upsall amp Associates SL 52

SAVE THE CHILDREN - BOSTON

copy Daryl Upsall amp Associates SL 53

WORLD VISION SEATTLE 2012 ndashFOCUSED ON MICRO LOANS

copy Daryl Upsall amp Associates SL 54

HEART amp STROKE FOUNDATION - CANADA

copy Daryl Upsall amp Associates SL 55

copy Daryl Upsall amp Associates SL 56

WORLD VISION SEATTLE FOCUSED ON GIFT CATALOGUE

copy Daryl Upsall amp Associates SL 57

FACE TO FACE FUNDRAISING TODAYhellip AND TOMORROW

copy Daryl Upsall amp Associates SL 58

copy Daryl Upsall amp Associates SL 59

copy Daryl Upsall amp Associates SL 60

copy Daryl Upsall amp Associates SL 61

copy Daryl Upsall amp Associates SL 62 62

MORE INTERACTIVE AND ENGAGING APPROACH

copy Daryl Upsall amp Associates SL 63

10kg

5kg

normal 1-year old child

malnutrition 1-year old child

Comparing weight mid-upper arm of malnutrition and normal 1-year old child using doll+baby carrier

copy Daryl Upsall amp Associates SL 64

F2F TOTAL ENGAGEMENThellipIN BRAZIL

64

copy Daryl Upsall amp Associates SL 65

copy Daryl Upsall amp Associates SL 66

copy Daryl Upsall amp Associates SL 67

copy Daryl Upsall amp Associates SL 68

copy Daryl Upsall amp Associates SL 69

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 70

copy Daryl Upsall amp Associates SL 71

VIRTUAL REALITY ndash WELCOME TO THE FUTURE

71

copy Daryl Upsall amp Associates SL 72

copy Daryl Upsall amp Associates SL 73

FROM THENhellip

73

hellipTO NOW

copy Daryl Upsall amp Associates SL 74

WHATrsquoS THE TECHNOLOGY

copy Daryl Upsall amp Associates SL 75

WHATrsquoS THE KIT

$200 $2-$5

$100

$8-$20

+

copy Daryl Upsall amp Associates SL 76

BACK TO REALITYhellipVIRTUALLY

copy Daryl Upsall amp Associates SL 77

LET ME INTRODUCE YOU TO SIDRAhellip

77

copy Daryl Upsall amp Associates SL 78

SO HOW CAN SIDRA HELP US TO HELP CHILDREN LIKE HER

78

copy Daryl Upsall amp Associates SL 79

VIRTUAL REALITYhellipMAKING A DIFFRENCE

This experience has opened us doors to make recruitment with Face to Face in companies from our corporate alliances hellip and in the case of telcos this VR activity puts UNICEF closer to their business Rocio Salinas Asensio UNICEF Spain

copy Daryl Upsall amp Associates SL 80 80

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 81

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 82

HOW COULD YOU USE A VR EXPERIENCE

82

bull Where bull Who bull How bull What else

copy Daryl Upsall amp Associates SL 83

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 84

FOCUS ON DONOR LOYALTY AND DEVELOPMENT

copy Daryl Upsall amp Associates SL 85

donors

BUT WE HAVE A PROBLEM

copy Daryl Upsall amp Associates SL 86

RETENTION IS THE NEW ACQUISITION CUSTOMER SERVICE IS THE NEW MARKETING - JOE CONNELLY

copy Daryl Upsall amp Associates SL 87 87 87

F2F WELCOME CALL

bull Thanks the donor again bull Reinforces the charity message bull Lets donors know that you like to

listen to them and donrsquot always ask for money

bull Provides more insight into donor motivations

bull Reality check on the donorrsquos understanding of the long term commitment

bull Enhances and confirms data Reduces Early Attritionconsiderably

copy Daryl Upsall amp Associates SL 88

DONOR COMMUNICATIONS

How a new committed

donor is approached and recruited is a key determinant of all subsequent communications

copy Daryl Upsall amp Associates SL 89 89

KEY FACTORS - ENGAGING DONORS

bull Sending the right communications

bull At the right frequency bull With the right message bull In the most suitable

mediumhellipnamely telephone SMS email web

copy Daryl Upsall amp Associates SL 90

DONORS RESPOND DIFFERENTLYhellip SO NEED TO BE TREATED DIFFERENTLY

bull Direct mailpress advert recruited donors are likely to respond better to communications by mail and printed communications

bull New media recruited donors will respond better to emails and text

bull Face to face donors respond best to the telephone

90

copy Daryl Upsall amp Associates SL 91

DONOR COMMUNICATIONS

Face to face recruited donors normally are not interested in printed communication in new media and especially telephone

It is a continuation of the

ldquoconversationrdquo and ldquodialoguerdquo with the charity

copy Daryl Upsall amp Associates SL 92

DONOR COMMUNICATIONS ampldquoTOUCH POINTSrdquo

Research across 100s of NGOs in many countries consistently show that if a donor has more ldquopositive contactsrdquo or ldquotouch pointsrdquo it ndash Builds trust and loyalty ndash Increases responses rates to

appeals and upgrades ndash Reduces attrition ndash Develops the donor journey ndash Increases lifetime value

copy Daryl Upsall amp Associates SL 93

CALLING DONORS

93

Benefits bull Data validation (financial

e-mail phone address) bull Quicker data transfer and

processing bull Immediate welcome

communication bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 94

LISTEN amp OFFER CHOICE

Listen bull Encourage donors to call

write blog etc ndash but make sure you are ready for it

bull Survey donor bull Call them and ask their

opinion or just how they are bull Let them input (eg

Greenpeace ship naming)

Offer choice bull By which method are

communicated with bull How often the are

communicated with bull How they want to

engagehellipor not bull Even offer donation

holidays and downgrades in tough times

94

copy Daryl Upsall amp Associates SL 95

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 96

THANK YOU ndash MEMBER GET MEMBER CALL

bull Normally 20 give names and telephone numbers of 2 people (that means 40 out of all the contacted)

bull 15 of those called convert to monthly donors

copy Daryl Upsall amp Associates SL 97

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 98

MAXIMISING DONOR LIFETIME VALUE

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

98 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 23

WHATrsquoS A F2F KPI

Sign up rate

Fulfilment rate

Attrition rates

Average gift

Cost per donor (CPA)

Return on Investment

copy Daryl Upsall amp Associates SL 24

SIGN UP RATE

Per hour

Per day

Per shift

Leads

Per hour

Per day

Per shift

Donors

copy Daryl Upsall amp Associates SL 25

DIFFERENCES

Paying for time bull Your sign up rate

determines your cost per contactlead

bull Your fulfilment rate determines your cost per donor (more on this soon)

bull A key metric for in house operations

Paying per donor bull Donor costs are fixed bull Sign up rate less a concern

but bull Donrsquot ignore it as it affects

the efficiency of your campaign and the performance of your vendor

copy Daryl Upsall amp Associates SL 26

FULFILMENT

Fulfilment Occurs only when those who have agreed to become a pledge

donor actually make their first automatic payment Fulfilment can also refer to the process required to

get people to start paying

copy Daryl Upsall amp Associates SL 27

So do you really have a new F2F donor

bull When she has said yes on the street

bull When she has filled in the form

bull When you have said ldquoThank yourdquo to her

bull When she has told her girlfriend in an effort to impress her

27

FULFILMENT

copy Daryl Upsall amp Associates SL 28

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 29

=

SO WHERE IS FACE TO FACE RIGHT NOW

copy Daryl Upsall amp Associates SL 30 30

1 Media public and regulator negativism

2 More diversity - away from the street

3 More engagement - interactivity and creativity

4 Focus on donor loyalty and development

5 More efficiency - technology and processes

CURRENT F2F TRENDS

copy Daryl Upsall amp Associates SL 31

copy Daryl Upsall amp Associates SL 32

copy Daryl Upsall amp Associates SL 33

copy Daryl Upsall amp Associates SL 34 34

USING FACE TO FACEDOOR TO DOOR FUNDRAISING TO BUILD A POSITIVE PUBLIC PROFILE

bull Physically visiblehellipout there bull Before launch ndash internal and

external PR bull Press releasing and local

media ndash Before and after launch

copy Daryl Upsall amp Associates SL 35

POSITIVE PRE- CAMPAIGN MEDIA - UNICEF SPAIN

ldquoExcuse me would you like to become a member of a charity San Sebastian Spain

copy Daryl Upsall amp Associates SL 36

copy Daryl Upsall amp Associates SL 37

Save the Children UK

copy Daryl Upsall amp Associates SL 38

Save the Children UK

copy Daryl Upsall amp Associates SL 39

copy Daryl Upsall amp Associates SL 40

HONG KONG F2F MONTHLY GIVING ALLIANCE

copy Daryl Upsall amp Associates SL 41

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 42

DIVERSIFICATION OF LOCATIONS AND PRESENCE

copy Daryl Upsall amp Associates SL 43 43

DIVERSIFICATION

copy Daryl Upsall amp Associates SL 44 44

DOOR TO DOOR (D2D)

Benefits bull Audience segmentation bull Higher average donor age bull Data availability bull Opportunities beyond large

urban centres bull Suitable for wider range of

fundraiser profiles bull Better fulfilment and

attrition rates

copy Daryl Upsall amp Associates SL 45 45

DOOR TO DOOR (D2D)

Challenges bull Specific housing and

demographic issues bull Security concerns and

access to donors bull Working schedules to

engage with employed donors

bull Self-exclusion or opt-out bull Legal issues

copy Daryl Upsall amp Associates SL 46 46

PRIVATE SITES Corporate

Retail

Events

copy Daryl Upsall amp Associates SL 47

Benefits bull Audience segmentation (eg B2B airport

venues etc) bull Access to multiple sites through single

agreement bull Opportunities to benefit from (and

strengthen) corporate relationships bull Potential for more innovative and interactive

engagement bull Weather-proofing bull Secure environment bull Geographical spread bull Generally higher productivity and donor

quality bull Legitimacy and credibility

PRIVATE SITES

copy Daryl Upsall amp Associates SL 48

bull Challenges bull Restricted access to sites (resource

intensive booking process) bull Potential costs for venue space

(especially shopping malls and events)

bull Barriers to scale-up bull Restrictions to movement bull Additional stand materials bull Fundraiser profiles training and

quality control

PRIVATE SITES

copy Daryl Upsall amp Associates SL 49

ROAMING TEAMS

49

bull Access to new audiences bull Higher productivity bull Motivating for fundraisers

copy Daryl Upsall amp Associates SL 50

OUT WITH THE OLD

copy Daryl Upsall amp Associates SL 51

HOUSTON GALLERIA WORLD VISION US

IN WITH THE NEW

copy Daryl Upsall amp Associates SL 52

SAVE THE CHILDREN - BOSTON

copy Daryl Upsall amp Associates SL 53

WORLD VISION SEATTLE 2012 ndashFOCUSED ON MICRO LOANS

copy Daryl Upsall amp Associates SL 54

HEART amp STROKE FOUNDATION - CANADA

copy Daryl Upsall amp Associates SL 55

copy Daryl Upsall amp Associates SL 56

WORLD VISION SEATTLE FOCUSED ON GIFT CATALOGUE

copy Daryl Upsall amp Associates SL 57

FACE TO FACE FUNDRAISING TODAYhellip AND TOMORROW

copy Daryl Upsall amp Associates SL 58

copy Daryl Upsall amp Associates SL 59

copy Daryl Upsall amp Associates SL 60

copy Daryl Upsall amp Associates SL 61

copy Daryl Upsall amp Associates SL 62 62

MORE INTERACTIVE AND ENGAGING APPROACH

copy Daryl Upsall amp Associates SL 63

10kg

5kg

normal 1-year old child

malnutrition 1-year old child

Comparing weight mid-upper arm of malnutrition and normal 1-year old child using doll+baby carrier

copy Daryl Upsall amp Associates SL 64

F2F TOTAL ENGAGEMENThellipIN BRAZIL

64

copy Daryl Upsall amp Associates SL 65

copy Daryl Upsall amp Associates SL 66

copy Daryl Upsall amp Associates SL 67

copy Daryl Upsall amp Associates SL 68

copy Daryl Upsall amp Associates SL 69

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 70

copy Daryl Upsall amp Associates SL 71

VIRTUAL REALITY ndash WELCOME TO THE FUTURE

71

copy Daryl Upsall amp Associates SL 72

copy Daryl Upsall amp Associates SL 73

FROM THENhellip

73

hellipTO NOW

copy Daryl Upsall amp Associates SL 74

WHATrsquoS THE TECHNOLOGY

copy Daryl Upsall amp Associates SL 75

WHATrsquoS THE KIT

$200 $2-$5

$100

$8-$20

+

copy Daryl Upsall amp Associates SL 76

BACK TO REALITYhellipVIRTUALLY

copy Daryl Upsall amp Associates SL 77

LET ME INTRODUCE YOU TO SIDRAhellip

77

copy Daryl Upsall amp Associates SL 78

SO HOW CAN SIDRA HELP US TO HELP CHILDREN LIKE HER

78

copy Daryl Upsall amp Associates SL 79

VIRTUAL REALITYhellipMAKING A DIFFRENCE

This experience has opened us doors to make recruitment with Face to Face in companies from our corporate alliances hellip and in the case of telcos this VR activity puts UNICEF closer to their business Rocio Salinas Asensio UNICEF Spain

copy Daryl Upsall amp Associates SL 80 80

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 81

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 82

HOW COULD YOU USE A VR EXPERIENCE

82

bull Where bull Who bull How bull What else

copy Daryl Upsall amp Associates SL 83

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 84

FOCUS ON DONOR LOYALTY AND DEVELOPMENT

copy Daryl Upsall amp Associates SL 85

donors

BUT WE HAVE A PROBLEM

copy Daryl Upsall amp Associates SL 86

RETENTION IS THE NEW ACQUISITION CUSTOMER SERVICE IS THE NEW MARKETING - JOE CONNELLY

copy Daryl Upsall amp Associates SL 87 87 87

F2F WELCOME CALL

bull Thanks the donor again bull Reinforces the charity message bull Lets donors know that you like to

listen to them and donrsquot always ask for money

bull Provides more insight into donor motivations

bull Reality check on the donorrsquos understanding of the long term commitment

bull Enhances and confirms data Reduces Early Attritionconsiderably

copy Daryl Upsall amp Associates SL 88

DONOR COMMUNICATIONS

How a new committed

donor is approached and recruited is a key determinant of all subsequent communications

copy Daryl Upsall amp Associates SL 89 89

KEY FACTORS - ENGAGING DONORS

bull Sending the right communications

bull At the right frequency bull With the right message bull In the most suitable

mediumhellipnamely telephone SMS email web

copy Daryl Upsall amp Associates SL 90

DONORS RESPOND DIFFERENTLYhellip SO NEED TO BE TREATED DIFFERENTLY

bull Direct mailpress advert recruited donors are likely to respond better to communications by mail and printed communications

bull New media recruited donors will respond better to emails and text

bull Face to face donors respond best to the telephone

90

copy Daryl Upsall amp Associates SL 91

DONOR COMMUNICATIONS

Face to face recruited donors normally are not interested in printed communication in new media and especially telephone

It is a continuation of the

ldquoconversationrdquo and ldquodialoguerdquo with the charity

copy Daryl Upsall amp Associates SL 92

DONOR COMMUNICATIONS ampldquoTOUCH POINTSrdquo

Research across 100s of NGOs in many countries consistently show that if a donor has more ldquopositive contactsrdquo or ldquotouch pointsrdquo it ndash Builds trust and loyalty ndash Increases responses rates to

appeals and upgrades ndash Reduces attrition ndash Develops the donor journey ndash Increases lifetime value

copy Daryl Upsall amp Associates SL 93

CALLING DONORS

93

Benefits bull Data validation (financial

e-mail phone address) bull Quicker data transfer and

processing bull Immediate welcome

communication bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 94

LISTEN amp OFFER CHOICE

Listen bull Encourage donors to call

write blog etc ndash but make sure you are ready for it

bull Survey donor bull Call them and ask their

opinion or just how they are bull Let them input (eg

Greenpeace ship naming)

Offer choice bull By which method are

communicated with bull How often the are

communicated with bull How they want to

engagehellipor not bull Even offer donation

holidays and downgrades in tough times

94

copy Daryl Upsall amp Associates SL 95

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 96

THANK YOU ndash MEMBER GET MEMBER CALL

bull Normally 20 give names and telephone numbers of 2 people (that means 40 out of all the contacted)

bull 15 of those called convert to monthly donors

copy Daryl Upsall amp Associates SL 97

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 98

MAXIMISING DONOR LIFETIME VALUE

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

98 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 24

SIGN UP RATE

Per hour

Per day

Per shift

Leads

Per hour

Per day

Per shift

Donors

copy Daryl Upsall amp Associates SL 25

DIFFERENCES

Paying for time bull Your sign up rate

determines your cost per contactlead

bull Your fulfilment rate determines your cost per donor (more on this soon)

bull A key metric for in house operations

Paying per donor bull Donor costs are fixed bull Sign up rate less a concern

but bull Donrsquot ignore it as it affects

the efficiency of your campaign and the performance of your vendor

copy Daryl Upsall amp Associates SL 26

FULFILMENT

Fulfilment Occurs only when those who have agreed to become a pledge

donor actually make their first automatic payment Fulfilment can also refer to the process required to

get people to start paying

copy Daryl Upsall amp Associates SL 27

So do you really have a new F2F donor

bull When she has said yes on the street

bull When she has filled in the form

bull When you have said ldquoThank yourdquo to her

bull When she has told her girlfriend in an effort to impress her

27

FULFILMENT

copy Daryl Upsall amp Associates SL 28

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 29

=

SO WHERE IS FACE TO FACE RIGHT NOW

copy Daryl Upsall amp Associates SL 30 30

1 Media public and regulator negativism

2 More diversity - away from the street

3 More engagement - interactivity and creativity

4 Focus on donor loyalty and development

5 More efficiency - technology and processes

CURRENT F2F TRENDS

copy Daryl Upsall amp Associates SL 31

copy Daryl Upsall amp Associates SL 32

copy Daryl Upsall amp Associates SL 33

copy Daryl Upsall amp Associates SL 34 34

USING FACE TO FACEDOOR TO DOOR FUNDRAISING TO BUILD A POSITIVE PUBLIC PROFILE

bull Physically visiblehellipout there bull Before launch ndash internal and

external PR bull Press releasing and local

media ndash Before and after launch

copy Daryl Upsall amp Associates SL 35

POSITIVE PRE- CAMPAIGN MEDIA - UNICEF SPAIN

ldquoExcuse me would you like to become a member of a charity San Sebastian Spain

copy Daryl Upsall amp Associates SL 36

copy Daryl Upsall amp Associates SL 37

Save the Children UK

copy Daryl Upsall amp Associates SL 38

Save the Children UK

copy Daryl Upsall amp Associates SL 39

copy Daryl Upsall amp Associates SL 40

HONG KONG F2F MONTHLY GIVING ALLIANCE

copy Daryl Upsall amp Associates SL 41

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 42

DIVERSIFICATION OF LOCATIONS AND PRESENCE

copy Daryl Upsall amp Associates SL 43 43

DIVERSIFICATION

copy Daryl Upsall amp Associates SL 44 44

DOOR TO DOOR (D2D)

Benefits bull Audience segmentation bull Higher average donor age bull Data availability bull Opportunities beyond large

urban centres bull Suitable for wider range of

fundraiser profiles bull Better fulfilment and

attrition rates

copy Daryl Upsall amp Associates SL 45 45

DOOR TO DOOR (D2D)

Challenges bull Specific housing and

demographic issues bull Security concerns and

access to donors bull Working schedules to

engage with employed donors

bull Self-exclusion or opt-out bull Legal issues

copy Daryl Upsall amp Associates SL 46 46

PRIVATE SITES Corporate

Retail

Events

copy Daryl Upsall amp Associates SL 47

Benefits bull Audience segmentation (eg B2B airport

venues etc) bull Access to multiple sites through single

agreement bull Opportunities to benefit from (and

strengthen) corporate relationships bull Potential for more innovative and interactive

engagement bull Weather-proofing bull Secure environment bull Geographical spread bull Generally higher productivity and donor

quality bull Legitimacy and credibility

PRIVATE SITES

copy Daryl Upsall amp Associates SL 48

bull Challenges bull Restricted access to sites (resource

intensive booking process) bull Potential costs for venue space

(especially shopping malls and events)

bull Barriers to scale-up bull Restrictions to movement bull Additional stand materials bull Fundraiser profiles training and

quality control

PRIVATE SITES

copy Daryl Upsall amp Associates SL 49

ROAMING TEAMS

49

bull Access to new audiences bull Higher productivity bull Motivating for fundraisers

copy Daryl Upsall amp Associates SL 50

OUT WITH THE OLD

copy Daryl Upsall amp Associates SL 51

HOUSTON GALLERIA WORLD VISION US

IN WITH THE NEW

copy Daryl Upsall amp Associates SL 52

SAVE THE CHILDREN - BOSTON

copy Daryl Upsall amp Associates SL 53

WORLD VISION SEATTLE 2012 ndashFOCUSED ON MICRO LOANS

copy Daryl Upsall amp Associates SL 54

HEART amp STROKE FOUNDATION - CANADA

copy Daryl Upsall amp Associates SL 55

copy Daryl Upsall amp Associates SL 56

WORLD VISION SEATTLE FOCUSED ON GIFT CATALOGUE

copy Daryl Upsall amp Associates SL 57

FACE TO FACE FUNDRAISING TODAYhellip AND TOMORROW

copy Daryl Upsall amp Associates SL 58

copy Daryl Upsall amp Associates SL 59

copy Daryl Upsall amp Associates SL 60

copy Daryl Upsall amp Associates SL 61

copy Daryl Upsall amp Associates SL 62 62

MORE INTERACTIVE AND ENGAGING APPROACH

copy Daryl Upsall amp Associates SL 63

10kg

5kg

normal 1-year old child

malnutrition 1-year old child

Comparing weight mid-upper arm of malnutrition and normal 1-year old child using doll+baby carrier

copy Daryl Upsall amp Associates SL 64

F2F TOTAL ENGAGEMENThellipIN BRAZIL

64

copy Daryl Upsall amp Associates SL 65

copy Daryl Upsall amp Associates SL 66

copy Daryl Upsall amp Associates SL 67

copy Daryl Upsall amp Associates SL 68

copy Daryl Upsall amp Associates SL 69

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 70

copy Daryl Upsall amp Associates SL 71

VIRTUAL REALITY ndash WELCOME TO THE FUTURE

71

copy Daryl Upsall amp Associates SL 72

copy Daryl Upsall amp Associates SL 73

FROM THENhellip

73

hellipTO NOW

copy Daryl Upsall amp Associates SL 74

WHATrsquoS THE TECHNOLOGY

copy Daryl Upsall amp Associates SL 75

WHATrsquoS THE KIT

$200 $2-$5

$100

$8-$20

+

copy Daryl Upsall amp Associates SL 76

BACK TO REALITYhellipVIRTUALLY

copy Daryl Upsall amp Associates SL 77

LET ME INTRODUCE YOU TO SIDRAhellip

77

copy Daryl Upsall amp Associates SL 78

SO HOW CAN SIDRA HELP US TO HELP CHILDREN LIKE HER

78

copy Daryl Upsall amp Associates SL 79

VIRTUAL REALITYhellipMAKING A DIFFRENCE

This experience has opened us doors to make recruitment with Face to Face in companies from our corporate alliances hellip and in the case of telcos this VR activity puts UNICEF closer to their business Rocio Salinas Asensio UNICEF Spain

copy Daryl Upsall amp Associates SL 80 80

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 81

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 82

HOW COULD YOU USE A VR EXPERIENCE

82

bull Where bull Who bull How bull What else

copy Daryl Upsall amp Associates SL 83

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 84

FOCUS ON DONOR LOYALTY AND DEVELOPMENT

copy Daryl Upsall amp Associates SL 85

donors

BUT WE HAVE A PROBLEM

copy Daryl Upsall amp Associates SL 86

RETENTION IS THE NEW ACQUISITION CUSTOMER SERVICE IS THE NEW MARKETING - JOE CONNELLY

copy Daryl Upsall amp Associates SL 87 87 87

F2F WELCOME CALL

bull Thanks the donor again bull Reinforces the charity message bull Lets donors know that you like to

listen to them and donrsquot always ask for money

bull Provides more insight into donor motivations

bull Reality check on the donorrsquos understanding of the long term commitment

bull Enhances and confirms data Reduces Early Attritionconsiderably

copy Daryl Upsall amp Associates SL 88

DONOR COMMUNICATIONS

How a new committed

donor is approached and recruited is a key determinant of all subsequent communications

copy Daryl Upsall amp Associates SL 89 89

KEY FACTORS - ENGAGING DONORS

bull Sending the right communications

bull At the right frequency bull With the right message bull In the most suitable

mediumhellipnamely telephone SMS email web

copy Daryl Upsall amp Associates SL 90

DONORS RESPOND DIFFERENTLYhellip SO NEED TO BE TREATED DIFFERENTLY

bull Direct mailpress advert recruited donors are likely to respond better to communications by mail and printed communications

bull New media recruited donors will respond better to emails and text

bull Face to face donors respond best to the telephone

90

copy Daryl Upsall amp Associates SL 91

DONOR COMMUNICATIONS

Face to face recruited donors normally are not interested in printed communication in new media and especially telephone

It is a continuation of the

ldquoconversationrdquo and ldquodialoguerdquo with the charity

copy Daryl Upsall amp Associates SL 92

DONOR COMMUNICATIONS ampldquoTOUCH POINTSrdquo

Research across 100s of NGOs in many countries consistently show that if a donor has more ldquopositive contactsrdquo or ldquotouch pointsrdquo it ndash Builds trust and loyalty ndash Increases responses rates to

appeals and upgrades ndash Reduces attrition ndash Develops the donor journey ndash Increases lifetime value

copy Daryl Upsall amp Associates SL 93

CALLING DONORS

93

Benefits bull Data validation (financial

e-mail phone address) bull Quicker data transfer and

processing bull Immediate welcome

communication bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 94

LISTEN amp OFFER CHOICE

Listen bull Encourage donors to call

write blog etc ndash but make sure you are ready for it

bull Survey donor bull Call them and ask their

opinion or just how they are bull Let them input (eg

Greenpeace ship naming)

Offer choice bull By which method are

communicated with bull How often the are

communicated with bull How they want to

engagehellipor not bull Even offer donation

holidays and downgrades in tough times

94

copy Daryl Upsall amp Associates SL 95

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 96

THANK YOU ndash MEMBER GET MEMBER CALL

bull Normally 20 give names and telephone numbers of 2 people (that means 40 out of all the contacted)

bull 15 of those called convert to monthly donors

copy Daryl Upsall amp Associates SL 97

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 98

MAXIMISING DONOR LIFETIME VALUE

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

98 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 25

DIFFERENCES

Paying for time bull Your sign up rate

determines your cost per contactlead

bull Your fulfilment rate determines your cost per donor (more on this soon)

bull A key metric for in house operations

Paying per donor bull Donor costs are fixed bull Sign up rate less a concern

but bull Donrsquot ignore it as it affects

the efficiency of your campaign and the performance of your vendor

copy Daryl Upsall amp Associates SL 26

FULFILMENT

Fulfilment Occurs only when those who have agreed to become a pledge

donor actually make their first automatic payment Fulfilment can also refer to the process required to

get people to start paying

copy Daryl Upsall amp Associates SL 27

So do you really have a new F2F donor

bull When she has said yes on the street

bull When she has filled in the form

bull When you have said ldquoThank yourdquo to her

bull When she has told her girlfriend in an effort to impress her

27

FULFILMENT

copy Daryl Upsall amp Associates SL 28

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 29

=

SO WHERE IS FACE TO FACE RIGHT NOW

copy Daryl Upsall amp Associates SL 30 30

1 Media public and regulator negativism

2 More diversity - away from the street

3 More engagement - interactivity and creativity

4 Focus on donor loyalty and development

5 More efficiency - technology and processes

CURRENT F2F TRENDS

copy Daryl Upsall amp Associates SL 31

copy Daryl Upsall amp Associates SL 32

copy Daryl Upsall amp Associates SL 33

copy Daryl Upsall amp Associates SL 34 34

USING FACE TO FACEDOOR TO DOOR FUNDRAISING TO BUILD A POSITIVE PUBLIC PROFILE

bull Physically visiblehellipout there bull Before launch ndash internal and

external PR bull Press releasing and local

media ndash Before and after launch

copy Daryl Upsall amp Associates SL 35

POSITIVE PRE- CAMPAIGN MEDIA - UNICEF SPAIN

ldquoExcuse me would you like to become a member of a charity San Sebastian Spain

copy Daryl Upsall amp Associates SL 36

copy Daryl Upsall amp Associates SL 37

Save the Children UK

copy Daryl Upsall amp Associates SL 38

Save the Children UK

copy Daryl Upsall amp Associates SL 39

copy Daryl Upsall amp Associates SL 40

HONG KONG F2F MONTHLY GIVING ALLIANCE

copy Daryl Upsall amp Associates SL 41

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 42

DIVERSIFICATION OF LOCATIONS AND PRESENCE

copy Daryl Upsall amp Associates SL 43 43

DIVERSIFICATION

copy Daryl Upsall amp Associates SL 44 44

DOOR TO DOOR (D2D)

Benefits bull Audience segmentation bull Higher average donor age bull Data availability bull Opportunities beyond large

urban centres bull Suitable for wider range of

fundraiser profiles bull Better fulfilment and

attrition rates

copy Daryl Upsall amp Associates SL 45 45

DOOR TO DOOR (D2D)

Challenges bull Specific housing and

demographic issues bull Security concerns and

access to donors bull Working schedules to

engage with employed donors

bull Self-exclusion or opt-out bull Legal issues

copy Daryl Upsall amp Associates SL 46 46

PRIVATE SITES Corporate

Retail

Events

copy Daryl Upsall amp Associates SL 47

Benefits bull Audience segmentation (eg B2B airport

venues etc) bull Access to multiple sites through single

agreement bull Opportunities to benefit from (and

strengthen) corporate relationships bull Potential for more innovative and interactive

engagement bull Weather-proofing bull Secure environment bull Geographical spread bull Generally higher productivity and donor

quality bull Legitimacy and credibility

PRIVATE SITES

copy Daryl Upsall amp Associates SL 48

bull Challenges bull Restricted access to sites (resource

intensive booking process) bull Potential costs for venue space

(especially shopping malls and events)

bull Barriers to scale-up bull Restrictions to movement bull Additional stand materials bull Fundraiser profiles training and

quality control

PRIVATE SITES

copy Daryl Upsall amp Associates SL 49

ROAMING TEAMS

49

bull Access to new audiences bull Higher productivity bull Motivating for fundraisers

copy Daryl Upsall amp Associates SL 50

OUT WITH THE OLD

copy Daryl Upsall amp Associates SL 51

HOUSTON GALLERIA WORLD VISION US

IN WITH THE NEW

copy Daryl Upsall amp Associates SL 52

SAVE THE CHILDREN - BOSTON

copy Daryl Upsall amp Associates SL 53

WORLD VISION SEATTLE 2012 ndashFOCUSED ON MICRO LOANS

copy Daryl Upsall amp Associates SL 54

HEART amp STROKE FOUNDATION - CANADA

copy Daryl Upsall amp Associates SL 55

copy Daryl Upsall amp Associates SL 56

WORLD VISION SEATTLE FOCUSED ON GIFT CATALOGUE

copy Daryl Upsall amp Associates SL 57

FACE TO FACE FUNDRAISING TODAYhellip AND TOMORROW

copy Daryl Upsall amp Associates SL 58

copy Daryl Upsall amp Associates SL 59

copy Daryl Upsall amp Associates SL 60

copy Daryl Upsall amp Associates SL 61

copy Daryl Upsall amp Associates SL 62 62

MORE INTERACTIVE AND ENGAGING APPROACH

copy Daryl Upsall amp Associates SL 63

10kg

5kg

normal 1-year old child

malnutrition 1-year old child

Comparing weight mid-upper arm of malnutrition and normal 1-year old child using doll+baby carrier

copy Daryl Upsall amp Associates SL 64

F2F TOTAL ENGAGEMENThellipIN BRAZIL

64

copy Daryl Upsall amp Associates SL 65

copy Daryl Upsall amp Associates SL 66

copy Daryl Upsall amp Associates SL 67

copy Daryl Upsall amp Associates SL 68

copy Daryl Upsall amp Associates SL 69

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 70

copy Daryl Upsall amp Associates SL 71

VIRTUAL REALITY ndash WELCOME TO THE FUTURE

71

copy Daryl Upsall amp Associates SL 72

copy Daryl Upsall amp Associates SL 73

FROM THENhellip

73

hellipTO NOW

copy Daryl Upsall amp Associates SL 74

WHATrsquoS THE TECHNOLOGY

copy Daryl Upsall amp Associates SL 75

WHATrsquoS THE KIT

$200 $2-$5

$100

$8-$20

+

copy Daryl Upsall amp Associates SL 76

BACK TO REALITYhellipVIRTUALLY

copy Daryl Upsall amp Associates SL 77

LET ME INTRODUCE YOU TO SIDRAhellip

77

copy Daryl Upsall amp Associates SL 78

SO HOW CAN SIDRA HELP US TO HELP CHILDREN LIKE HER

78

copy Daryl Upsall amp Associates SL 79

VIRTUAL REALITYhellipMAKING A DIFFRENCE

This experience has opened us doors to make recruitment with Face to Face in companies from our corporate alliances hellip and in the case of telcos this VR activity puts UNICEF closer to their business Rocio Salinas Asensio UNICEF Spain

copy Daryl Upsall amp Associates SL 80 80

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 81

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 82

HOW COULD YOU USE A VR EXPERIENCE

82

bull Where bull Who bull How bull What else

copy Daryl Upsall amp Associates SL 83

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 84

FOCUS ON DONOR LOYALTY AND DEVELOPMENT

copy Daryl Upsall amp Associates SL 85

donors

BUT WE HAVE A PROBLEM

copy Daryl Upsall amp Associates SL 86

RETENTION IS THE NEW ACQUISITION CUSTOMER SERVICE IS THE NEW MARKETING - JOE CONNELLY

copy Daryl Upsall amp Associates SL 87 87 87

F2F WELCOME CALL

bull Thanks the donor again bull Reinforces the charity message bull Lets donors know that you like to

listen to them and donrsquot always ask for money

bull Provides more insight into donor motivations

bull Reality check on the donorrsquos understanding of the long term commitment

bull Enhances and confirms data Reduces Early Attritionconsiderably

copy Daryl Upsall amp Associates SL 88

DONOR COMMUNICATIONS

How a new committed

donor is approached and recruited is a key determinant of all subsequent communications

copy Daryl Upsall amp Associates SL 89 89

KEY FACTORS - ENGAGING DONORS

bull Sending the right communications

bull At the right frequency bull With the right message bull In the most suitable

mediumhellipnamely telephone SMS email web

copy Daryl Upsall amp Associates SL 90

DONORS RESPOND DIFFERENTLYhellip SO NEED TO BE TREATED DIFFERENTLY

bull Direct mailpress advert recruited donors are likely to respond better to communications by mail and printed communications

bull New media recruited donors will respond better to emails and text

bull Face to face donors respond best to the telephone

90

copy Daryl Upsall amp Associates SL 91

DONOR COMMUNICATIONS

Face to face recruited donors normally are not interested in printed communication in new media and especially telephone

It is a continuation of the

ldquoconversationrdquo and ldquodialoguerdquo with the charity

copy Daryl Upsall amp Associates SL 92

DONOR COMMUNICATIONS ampldquoTOUCH POINTSrdquo

Research across 100s of NGOs in many countries consistently show that if a donor has more ldquopositive contactsrdquo or ldquotouch pointsrdquo it ndash Builds trust and loyalty ndash Increases responses rates to

appeals and upgrades ndash Reduces attrition ndash Develops the donor journey ndash Increases lifetime value

copy Daryl Upsall amp Associates SL 93

CALLING DONORS

93

Benefits bull Data validation (financial

e-mail phone address) bull Quicker data transfer and

processing bull Immediate welcome

communication bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 94

LISTEN amp OFFER CHOICE

Listen bull Encourage donors to call

write blog etc ndash but make sure you are ready for it

bull Survey donor bull Call them and ask their

opinion or just how they are bull Let them input (eg

Greenpeace ship naming)

Offer choice bull By which method are

communicated with bull How often the are

communicated with bull How they want to

engagehellipor not bull Even offer donation

holidays and downgrades in tough times

94

copy Daryl Upsall amp Associates SL 95

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 96

THANK YOU ndash MEMBER GET MEMBER CALL

bull Normally 20 give names and telephone numbers of 2 people (that means 40 out of all the contacted)

bull 15 of those called convert to monthly donors

copy Daryl Upsall amp Associates SL 97

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 98

MAXIMISING DONOR LIFETIME VALUE

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

98 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 26

FULFILMENT

Fulfilment Occurs only when those who have agreed to become a pledge

donor actually make their first automatic payment Fulfilment can also refer to the process required to

get people to start paying

copy Daryl Upsall amp Associates SL 27

So do you really have a new F2F donor

bull When she has said yes on the street

bull When she has filled in the form

bull When you have said ldquoThank yourdquo to her

bull When she has told her girlfriend in an effort to impress her

27

FULFILMENT

copy Daryl Upsall amp Associates SL 28

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 29

=

SO WHERE IS FACE TO FACE RIGHT NOW

copy Daryl Upsall amp Associates SL 30 30

1 Media public and regulator negativism

2 More diversity - away from the street

3 More engagement - interactivity and creativity

4 Focus on donor loyalty and development

5 More efficiency - technology and processes

CURRENT F2F TRENDS

copy Daryl Upsall amp Associates SL 31

copy Daryl Upsall amp Associates SL 32

copy Daryl Upsall amp Associates SL 33

copy Daryl Upsall amp Associates SL 34 34

USING FACE TO FACEDOOR TO DOOR FUNDRAISING TO BUILD A POSITIVE PUBLIC PROFILE

bull Physically visiblehellipout there bull Before launch ndash internal and

external PR bull Press releasing and local

media ndash Before and after launch

copy Daryl Upsall amp Associates SL 35

POSITIVE PRE- CAMPAIGN MEDIA - UNICEF SPAIN

ldquoExcuse me would you like to become a member of a charity San Sebastian Spain

copy Daryl Upsall amp Associates SL 36

copy Daryl Upsall amp Associates SL 37

Save the Children UK

copy Daryl Upsall amp Associates SL 38

Save the Children UK

copy Daryl Upsall amp Associates SL 39

copy Daryl Upsall amp Associates SL 40

HONG KONG F2F MONTHLY GIVING ALLIANCE

copy Daryl Upsall amp Associates SL 41

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 42

DIVERSIFICATION OF LOCATIONS AND PRESENCE

copy Daryl Upsall amp Associates SL 43 43

DIVERSIFICATION

copy Daryl Upsall amp Associates SL 44 44

DOOR TO DOOR (D2D)

Benefits bull Audience segmentation bull Higher average donor age bull Data availability bull Opportunities beyond large

urban centres bull Suitable for wider range of

fundraiser profiles bull Better fulfilment and

attrition rates

copy Daryl Upsall amp Associates SL 45 45

DOOR TO DOOR (D2D)

Challenges bull Specific housing and

demographic issues bull Security concerns and

access to donors bull Working schedules to

engage with employed donors

bull Self-exclusion or opt-out bull Legal issues

copy Daryl Upsall amp Associates SL 46 46

PRIVATE SITES Corporate

Retail

Events

copy Daryl Upsall amp Associates SL 47

Benefits bull Audience segmentation (eg B2B airport

venues etc) bull Access to multiple sites through single

agreement bull Opportunities to benefit from (and

strengthen) corporate relationships bull Potential for more innovative and interactive

engagement bull Weather-proofing bull Secure environment bull Geographical spread bull Generally higher productivity and donor

quality bull Legitimacy and credibility

PRIVATE SITES

copy Daryl Upsall amp Associates SL 48

bull Challenges bull Restricted access to sites (resource

intensive booking process) bull Potential costs for venue space

(especially shopping malls and events)

bull Barriers to scale-up bull Restrictions to movement bull Additional stand materials bull Fundraiser profiles training and

quality control

PRIVATE SITES

copy Daryl Upsall amp Associates SL 49

ROAMING TEAMS

49

bull Access to new audiences bull Higher productivity bull Motivating for fundraisers

copy Daryl Upsall amp Associates SL 50

OUT WITH THE OLD

copy Daryl Upsall amp Associates SL 51

HOUSTON GALLERIA WORLD VISION US

IN WITH THE NEW

copy Daryl Upsall amp Associates SL 52

SAVE THE CHILDREN - BOSTON

copy Daryl Upsall amp Associates SL 53

WORLD VISION SEATTLE 2012 ndashFOCUSED ON MICRO LOANS

copy Daryl Upsall amp Associates SL 54

HEART amp STROKE FOUNDATION - CANADA

copy Daryl Upsall amp Associates SL 55

copy Daryl Upsall amp Associates SL 56

WORLD VISION SEATTLE FOCUSED ON GIFT CATALOGUE

copy Daryl Upsall amp Associates SL 57

FACE TO FACE FUNDRAISING TODAYhellip AND TOMORROW

copy Daryl Upsall amp Associates SL 58

copy Daryl Upsall amp Associates SL 59

copy Daryl Upsall amp Associates SL 60

copy Daryl Upsall amp Associates SL 61

copy Daryl Upsall amp Associates SL 62 62

MORE INTERACTIVE AND ENGAGING APPROACH

copy Daryl Upsall amp Associates SL 63

10kg

5kg

normal 1-year old child

malnutrition 1-year old child

Comparing weight mid-upper arm of malnutrition and normal 1-year old child using doll+baby carrier

copy Daryl Upsall amp Associates SL 64

F2F TOTAL ENGAGEMENThellipIN BRAZIL

64

copy Daryl Upsall amp Associates SL 65

copy Daryl Upsall amp Associates SL 66

copy Daryl Upsall amp Associates SL 67

copy Daryl Upsall amp Associates SL 68

copy Daryl Upsall amp Associates SL 69

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 70

copy Daryl Upsall amp Associates SL 71

VIRTUAL REALITY ndash WELCOME TO THE FUTURE

71

copy Daryl Upsall amp Associates SL 72

copy Daryl Upsall amp Associates SL 73

FROM THENhellip

73

hellipTO NOW

copy Daryl Upsall amp Associates SL 74

WHATrsquoS THE TECHNOLOGY

copy Daryl Upsall amp Associates SL 75

WHATrsquoS THE KIT

$200 $2-$5

$100

$8-$20

+

copy Daryl Upsall amp Associates SL 76

BACK TO REALITYhellipVIRTUALLY

copy Daryl Upsall amp Associates SL 77

LET ME INTRODUCE YOU TO SIDRAhellip

77

copy Daryl Upsall amp Associates SL 78

SO HOW CAN SIDRA HELP US TO HELP CHILDREN LIKE HER

78

copy Daryl Upsall amp Associates SL 79

VIRTUAL REALITYhellipMAKING A DIFFRENCE

This experience has opened us doors to make recruitment with Face to Face in companies from our corporate alliances hellip and in the case of telcos this VR activity puts UNICEF closer to their business Rocio Salinas Asensio UNICEF Spain

copy Daryl Upsall amp Associates SL 80 80

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 81

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 82

HOW COULD YOU USE A VR EXPERIENCE

82

bull Where bull Who bull How bull What else

copy Daryl Upsall amp Associates SL 83

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 84

FOCUS ON DONOR LOYALTY AND DEVELOPMENT

copy Daryl Upsall amp Associates SL 85

donors

BUT WE HAVE A PROBLEM

copy Daryl Upsall amp Associates SL 86

RETENTION IS THE NEW ACQUISITION CUSTOMER SERVICE IS THE NEW MARKETING - JOE CONNELLY

copy Daryl Upsall amp Associates SL 87 87 87

F2F WELCOME CALL

bull Thanks the donor again bull Reinforces the charity message bull Lets donors know that you like to

listen to them and donrsquot always ask for money

bull Provides more insight into donor motivations

bull Reality check on the donorrsquos understanding of the long term commitment

bull Enhances and confirms data Reduces Early Attritionconsiderably

copy Daryl Upsall amp Associates SL 88

DONOR COMMUNICATIONS

How a new committed

donor is approached and recruited is a key determinant of all subsequent communications

copy Daryl Upsall amp Associates SL 89 89

KEY FACTORS - ENGAGING DONORS

bull Sending the right communications

bull At the right frequency bull With the right message bull In the most suitable

mediumhellipnamely telephone SMS email web

copy Daryl Upsall amp Associates SL 90

DONORS RESPOND DIFFERENTLYhellip SO NEED TO BE TREATED DIFFERENTLY

bull Direct mailpress advert recruited donors are likely to respond better to communications by mail and printed communications

bull New media recruited donors will respond better to emails and text

bull Face to face donors respond best to the telephone

90

copy Daryl Upsall amp Associates SL 91

DONOR COMMUNICATIONS

Face to face recruited donors normally are not interested in printed communication in new media and especially telephone

It is a continuation of the

ldquoconversationrdquo and ldquodialoguerdquo with the charity

copy Daryl Upsall amp Associates SL 92

DONOR COMMUNICATIONS ampldquoTOUCH POINTSrdquo

Research across 100s of NGOs in many countries consistently show that if a donor has more ldquopositive contactsrdquo or ldquotouch pointsrdquo it ndash Builds trust and loyalty ndash Increases responses rates to

appeals and upgrades ndash Reduces attrition ndash Develops the donor journey ndash Increases lifetime value

copy Daryl Upsall amp Associates SL 93

CALLING DONORS

93

Benefits bull Data validation (financial

e-mail phone address) bull Quicker data transfer and

processing bull Immediate welcome

communication bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 94

LISTEN amp OFFER CHOICE

Listen bull Encourage donors to call

write blog etc ndash but make sure you are ready for it

bull Survey donor bull Call them and ask their

opinion or just how they are bull Let them input (eg

Greenpeace ship naming)

Offer choice bull By which method are

communicated with bull How often the are

communicated with bull How they want to

engagehellipor not bull Even offer donation

holidays and downgrades in tough times

94

copy Daryl Upsall amp Associates SL 95

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 96

THANK YOU ndash MEMBER GET MEMBER CALL

bull Normally 20 give names and telephone numbers of 2 people (that means 40 out of all the contacted)

bull 15 of those called convert to monthly donors

copy Daryl Upsall amp Associates SL 97

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 98

MAXIMISING DONOR LIFETIME VALUE

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

98 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 27

So do you really have a new F2F donor

bull When she has said yes on the street

bull When she has filled in the form

bull When you have said ldquoThank yourdquo to her

bull When she has told her girlfriend in an effort to impress her

27

FULFILMENT

copy Daryl Upsall amp Associates SL 28

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 29

=

SO WHERE IS FACE TO FACE RIGHT NOW

copy Daryl Upsall amp Associates SL 30 30

1 Media public and regulator negativism

2 More diversity - away from the street

3 More engagement - interactivity and creativity

4 Focus on donor loyalty and development

5 More efficiency - technology and processes

CURRENT F2F TRENDS

copy Daryl Upsall amp Associates SL 31

copy Daryl Upsall amp Associates SL 32

copy Daryl Upsall amp Associates SL 33

copy Daryl Upsall amp Associates SL 34 34

USING FACE TO FACEDOOR TO DOOR FUNDRAISING TO BUILD A POSITIVE PUBLIC PROFILE

bull Physically visiblehellipout there bull Before launch ndash internal and

external PR bull Press releasing and local

media ndash Before and after launch

copy Daryl Upsall amp Associates SL 35

POSITIVE PRE- CAMPAIGN MEDIA - UNICEF SPAIN

ldquoExcuse me would you like to become a member of a charity San Sebastian Spain

copy Daryl Upsall amp Associates SL 36

copy Daryl Upsall amp Associates SL 37

Save the Children UK

copy Daryl Upsall amp Associates SL 38

Save the Children UK

copy Daryl Upsall amp Associates SL 39

copy Daryl Upsall amp Associates SL 40

HONG KONG F2F MONTHLY GIVING ALLIANCE

copy Daryl Upsall amp Associates SL 41

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 42

DIVERSIFICATION OF LOCATIONS AND PRESENCE

copy Daryl Upsall amp Associates SL 43 43

DIVERSIFICATION

copy Daryl Upsall amp Associates SL 44 44

DOOR TO DOOR (D2D)

Benefits bull Audience segmentation bull Higher average donor age bull Data availability bull Opportunities beyond large

urban centres bull Suitable for wider range of

fundraiser profiles bull Better fulfilment and

attrition rates

copy Daryl Upsall amp Associates SL 45 45

DOOR TO DOOR (D2D)

Challenges bull Specific housing and

demographic issues bull Security concerns and

access to donors bull Working schedules to

engage with employed donors

bull Self-exclusion or opt-out bull Legal issues

copy Daryl Upsall amp Associates SL 46 46

PRIVATE SITES Corporate

Retail

Events

copy Daryl Upsall amp Associates SL 47

Benefits bull Audience segmentation (eg B2B airport

venues etc) bull Access to multiple sites through single

agreement bull Opportunities to benefit from (and

strengthen) corporate relationships bull Potential for more innovative and interactive

engagement bull Weather-proofing bull Secure environment bull Geographical spread bull Generally higher productivity and donor

quality bull Legitimacy and credibility

PRIVATE SITES

copy Daryl Upsall amp Associates SL 48

bull Challenges bull Restricted access to sites (resource

intensive booking process) bull Potential costs for venue space

(especially shopping malls and events)

bull Barriers to scale-up bull Restrictions to movement bull Additional stand materials bull Fundraiser profiles training and

quality control

PRIVATE SITES

copy Daryl Upsall amp Associates SL 49

ROAMING TEAMS

49

bull Access to new audiences bull Higher productivity bull Motivating for fundraisers

copy Daryl Upsall amp Associates SL 50

OUT WITH THE OLD

copy Daryl Upsall amp Associates SL 51

HOUSTON GALLERIA WORLD VISION US

IN WITH THE NEW

copy Daryl Upsall amp Associates SL 52

SAVE THE CHILDREN - BOSTON

copy Daryl Upsall amp Associates SL 53

WORLD VISION SEATTLE 2012 ndashFOCUSED ON MICRO LOANS

copy Daryl Upsall amp Associates SL 54

HEART amp STROKE FOUNDATION - CANADA

copy Daryl Upsall amp Associates SL 55

copy Daryl Upsall amp Associates SL 56

WORLD VISION SEATTLE FOCUSED ON GIFT CATALOGUE

copy Daryl Upsall amp Associates SL 57

FACE TO FACE FUNDRAISING TODAYhellip AND TOMORROW

copy Daryl Upsall amp Associates SL 58

copy Daryl Upsall amp Associates SL 59

copy Daryl Upsall amp Associates SL 60

copy Daryl Upsall amp Associates SL 61

copy Daryl Upsall amp Associates SL 62 62

MORE INTERACTIVE AND ENGAGING APPROACH

copy Daryl Upsall amp Associates SL 63

10kg

5kg

normal 1-year old child

malnutrition 1-year old child

Comparing weight mid-upper arm of malnutrition and normal 1-year old child using doll+baby carrier

copy Daryl Upsall amp Associates SL 64

F2F TOTAL ENGAGEMENThellipIN BRAZIL

64

copy Daryl Upsall amp Associates SL 65

copy Daryl Upsall amp Associates SL 66

copy Daryl Upsall amp Associates SL 67

copy Daryl Upsall amp Associates SL 68

copy Daryl Upsall amp Associates SL 69

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 70

copy Daryl Upsall amp Associates SL 71

VIRTUAL REALITY ndash WELCOME TO THE FUTURE

71

copy Daryl Upsall amp Associates SL 72

copy Daryl Upsall amp Associates SL 73

FROM THENhellip

73

hellipTO NOW

copy Daryl Upsall amp Associates SL 74

WHATrsquoS THE TECHNOLOGY

copy Daryl Upsall amp Associates SL 75

WHATrsquoS THE KIT

$200 $2-$5

$100

$8-$20

+

copy Daryl Upsall amp Associates SL 76

BACK TO REALITYhellipVIRTUALLY

copy Daryl Upsall amp Associates SL 77

LET ME INTRODUCE YOU TO SIDRAhellip

77

copy Daryl Upsall amp Associates SL 78

SO HOW CAN SIDRA HELP US TO HELP CHILDREN LIKE HER

78

copy Daryl Upsall amp Associates SL 79

VIRTUAL REALITYhellipMAKING A DIFFRENCE

This experience has opened us doors to make recruitment with Face to Face in companies from our corporate alliances hellip and in the case of telcos this VR activity puts UNICEF closer to their business Rocio Salinas Asensio UNICEF Spain

copy Daryl Upsall amp Associates SL 80 80

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 81

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 82

HOW COULD YOU USE A VR EXPERIENCE

82

bull Where bull Who bull How bull What else

copy Daryl Upsall amp Associates SL 83

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 84

FOCUS ON DONOR LOYALTY AND DEVELOPMENT

copy Daryl Upsall amp Associates SL 85

donors

BUT WE HAVE A PROBLEM

copy Daryl Upsall amp Associates SL 86

RETENTION IS THE NEW ACQUISITION CUSTOMER SERVICE IS THE NEW MARKETING - JOE CONNELLY

copy Daryl Upsall amp Associates SL 87 87 87

F2F WELCOME CALL

bull Thanks the donor again bull Reinforces the charity message bull Lets donors know that you like to

listen to them and donrsquot always ask for money

bull Provides more insight into donor motivations

bull Reality check on the donorrsquos understanding of the long term commitment

bull Enhances and confirms data Reduces Early Attritionconsiderably

copy Daryl Upsall amp Associates SL 88

DONOR COMMUNICATIONS

How a new committed

donor is approached and recruited is a key determinant of all subsequent communications

copy Daryl Upsall amp Associates SL 89 89

KEY FACTORS - ENGAGING DONORS

bull Sending the right communications

bull At the right frequency bull With the right message bull In the most suitable

mediumhellipnamely telephone SMS email web

copy Daryl Upsall amp Associates SL 90

DONORS RESPOND DIFFERENTLYhellip SO NEED TO BE TREATED DIFFERENTLY

bull Direct mailpress advert recruited donors are likely to respond better to communications by mail and printed communications

bull New media recruited donors will respond better to emails and text

bull Face to face donors respond best to the telephone

90

copy Daryl Upsall amp Associates SL 91

DONOR COMMUNICATIONS

Face to face recruited donors normally are not interested in printed communication in new media and especially telephone

It is a continuation of the

ldquoconversationrdquo and ldquodialoguerdquo with the charity

copy Daryl Upsall amp Associates SL 92

DONOR COMMUNICATIONS ampldquoTOUCH POINTSrdquo

Research across 100s of NGOs in many countries consistently show that if a donor has more ldquopositive contactsrdquo or ldquotouch pointsrdquo it ndash Builds trust and loyalty ndash Increases responses rates to

appeals and upgrades ndash Reduces attrition ndash Develops the donor journey ndash Increases lifetime value

copy Daryl Upsall amp Associates SL 93

CALLING DONORS

93

Benefits bull Data validation (financial

e-mail phone address) bull Quicker data transfer and

processing bull Immediate welcome

communication bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 94

LISTEN amp OFFER CHOICE

Listen bull Encourage donors to call

write blog etc ndash but make sure you are ready for it

bull Survey donor bull Call them and ask their

opinion or just how they are bull Let them input (eg

Greenpeace ship naming)

Offer choice bull By which method are

communicated with bull How often the are

communicated with bull How they want to

engagehellipor not bull Even offer donation

holidays and downgrades in tough times

94

copy Daryl Upsall amp Associates SL 95

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 96

THANK YOU ndash MEMBER GET MEMBER CALL

bull Normally 20 give names and telephone numbers of 2 people (that means 40 out of all the contacted)

bull 15 of those called convert to monthly donors

copy Daryl Upsall amp Associates SL 97

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 98

MAXIMISING DONOR LIFETIME VALUE

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

98 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 28

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 29

=

SO WHERE IS FACE TO FACE RIGHT NOW

copy Daryl Upsall amp Associates SL 30 30

1 Media public and regulator negativism

2 More diversity - away from the street

3 More engagement - interactivity and creativity

4 Focus on donor loyalty and development

5 More efficiency - technology and processes

CURRENT F2F TRENDS

copy Daryl Upsall amp Associates SL 31

copy Daryl Upsall amp Associates SL 32

copy Daryl Upsall amp Associates SL 33

copy Daryl Upsall amp Associates SL 34 34

USING FACE TO FACEDOOR TO DOOR FUNDRAISING TO BUILD A POSITIVE PUBLIC PROFILE

bull Physically visiblehellipout there bull Before launch ndash internal and

external PR bull Press releasing and local

media ndash Before and after launch

copy Daryl Upsall amp Associates SL 35

POSITIVE PRE- CAMPAIGN MEDIA - UNICEF SPAIN

ldquoExcuse me would you like to become a member of a charity San Sebastian Spain

copy Daryl Upsall amp Associates SL 36

copy Daryl Upsall amp Associates SL 37

Save the Children UK

copy Daryl Upsall amp Associates SL 38

Save the Children UK

copy Daryl Upsall amp Associates SL 39

copy Daryl Upsall amp Associates SL 40

HONG KONG F2F MONTHLY GIVING ALLIANCE

copy Daryl Upsall amp Associates SL 41

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 42

DIVERSIFICATION OF LOCATIONS AND PRESENCE

copy Daryl Upsall amp Associates SL 43 43

DIVERSIFICATION

copy Daryl Upsall amp Associates SL 44 44

DOOR TO DOOR (D2D)

Benefits bull Audience segmentation bull Higher average donor age bull Data availability bull Opportunities beyond large

urban centres bull Suitable for wider range of

fundraiser profiles bull Better fulfilment and

attrition rates

copy Daryl Upsall amp Associates SL 45 45

DOOR TO DOOR (D2D)

Challenges bull Specific housing and

demographic issues bull Security concerns and

access to donors bull Working schedules to

engage with employed donors

bull Self-exclusion or opt-out bull Legal issues

copy Daryl Upsall amp Associates SL 46 46

PRIVATE SITES Corporate

Retail

Events

copy Daryl Upsall amp Associates SL 47

Benefits bull Audience segmentation (eg B2B airport

venues etc) bull Access to multiple sites through single

agreement bull Opportunities to benefit from (and

strengthen) corporate relationships bull Potential for more innovative and interactive

engagement bull Weather-proofing bull Secure environment bull Geographical spread bull Generally higher productivity and donor

quality bull Legitimacy and credibility

PRIVATE SITES

copy Daryl Upsall amp Associates SL 48

bull Challenges bull Restricted access to sites (resource

intensive booking process) bull Potential costs for venue space

(especially shopping malls and events)

bull Barriers to scale-up bull Restrictions to movement bull Additional stand materials bull Fundraiser profiles training and

quality control

PRIVATE SITES

copy Daryl Upsall amp Associates SL 49

ROAMING TEAMS

49

bull Access to new audiences bull Higher productivity bull Motivating for fundraisers

copy Daryl Upsall amp Associates SL 50

OUT WITH THE OLD

copy Daryl Upsall amp Associates SL 51

HOUSTON GALLERIA WORLD VISION US

IN WITH THE NEW

copy Daryl Upsall amp Associates SL 52

SAVE THE CHILDREN - BOSTON

copy Daryl Upsall amp Associates SL 53

WORLD VISION SEATTLE 2012 ndashFOCUSED ON MICRO LOANS

copy Daryl Upsall amp Associates SL 54

HEART amp STROKE FOUNDATION - CANADA

copy Daryl Upsall amp Associates SL 55

copy Daryl Upsall amp Associates SL 56

WORLD VISION SEATTLE FOCUSED ON GIFT CATALOGUE

copy Daryl Upsall amp Associates SL 57

FACE TO FACE FUNDRAISING TODAYhellip AND TOMORROW

copy Daryl Upsall amp Associates SL 58

copy Daryl Upsall amp Associates SL 59

copy Daryl Upsall amp Associates SL 60

copy Daryl Upsall amp Associates SL 61

copy Daryl Upsall amp Associates SL 62 62

MORE INTERACTIVE AND ENGAGING APPROACH

copy Daryl Upsall amp Associates SL 63

10kg

5kg

normal 1-year old child

malnutrition 1-year old child

Comparing weight mid-upper arm of malnutrition and normal 1-year old child using doll+baby carrier

copy Daryl Upsall amp Associates SL 64

F2F TOTAL ENGAGEMENThellipIN BRAZIL

64

copy Daryl Upsall amp Associates SL 65

copy Daryl Upsall amp Associates SL 66

copy Daryl Upsall amp Associates SL 67

copy Daryl Upsall amp Associates SL 68

copy Daryl Upsall amp Associates SL 69

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 70

copy Daryl Upsall amp Associates SL 71

VIRTUAL REALITY ndash WELCOME TO THE FUTURE

71

copy Daryl Upsall amp Associates SL 72

copy Daryl Upsall amp Associates SL 73

FROM THENhellip

73

hellipTO NOW

copy Daryl Upsall amp Associates SL 74

WHATrsquoS THE TECHNOLOGY

copy Daryl Upsall amp Associates SL 75

WHATrsquoS THE KIT

$200 $2-$5

$100

$8-$20

+

copy Daryl Upsall amp Associates SL 76

BACK TO REALITYhellipVIRTUALLY

copy Daryl Upsall amp Associates SL 77

LET ME INTRODUCE YOU TO SIDRAhellip

77

copy Daryl Upsall amp Associates SL 78

SO HOW CAN SIDRA HELP US TO HELP CHILDREN LIKE HER

78

copy Daryl Upsall amp Associates SL 79

VIRTUAL REALITYhellipMAKING A DIFFRENCE

This experience has opened us doors to make recruitment with Face to Face in companies from our corporate alliances hellip and in the case of telcos this VR activity puts UNICEF closer to their business Rocio Salinas Asensio UNICEF Spain

copy Daryl Upsall amp Associates SL 80 80

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 81

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 82

HOW COULD YOU USE A VR EXPERIENCE

82

bull Where bull Who bull How bull What else

copy Daryl Upsall amp Associates SL 83

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 84

FOCUS ON DONOR LOYALTY AND DEVELOPMENT

copy Daryl Upsall amp Associates SL 85

donors

BUT WE HAVE A PROBLEM

copy Daryl Upsall amp Associates SL 86

RETENTION IS THE NEW ACQUISITION CUSTOMER SERVICE IS THE NEW MARKETING - JOE CONNELLY

copy Daryl Upsall amp Associates SL 87 87 87

F2F WELCOME CALL

bull Thanks the donor again bull Reinforces the charity message bull Lets donors know that you like to

listen to them and donrsquot always ask for money

bull Provides more insight into donor motivations

bull Reality check on the donorrsquos understanding of the long term commitment

bull Enhances and confirms data Reduces Early Attritionconsiderably

copy Daryl Upsall amp Associates SL 88

DONOR COMMUNICATIONS

How a new committed

donor is approached and recruited is a key determinant of all subsequent communications

copy Daryl Upsall amp Associates SL 89 89

KEY FACTORS - ENGAGING DONORS

bull Sending the right communications

bull At the right frequency bull With the right message bull In the most suitable

mediumhellipnamely telephone SMS email web

copy Daryl Upsall amp Associates SL 90

DONORS RESPOND DIFFERENTLYhellip SO NEED TO BE TREATED DIFFERENTLY

bull Direct mailpress advert recruited donors are likely to respond better to communications by mail and printed communications

bull New media recruited donors will respond better to emails and text

bull Face to face donors respond best to the telephone

90

copy Daryl Upsall amp Associates SL 91

DONOR COMMUNICATIONS

Face to face recruited donors normally are not interested in printed communication in new media and especially telephone

It is a continuation of the

ldquoconversationrdquo and ldquodialoguerdquo with the charity

copy Daryl Upsall amp Associates SL 92

DONOR COMMUNICATIONS ampldquoTOUCH POINTSrdquo

Research across 100s of NGOs in many countries consistently show that if a donor has more ldquopositive contactsrdquo or ldquotouch pointsrdquo it ndash Builds trust and loyalty ndash Increases responses rates to

appeals and upgrades ndash Reduces attrition ndash Develops the donor journey ndash Increases lifetime value

copy Daryl Upsall amp Associates SL 93

CALLING DONORS

93

Benefits bull Data validation (financial

e-mail phone address) bull Quicker data transfer and

processing bull Immediate welcome

communication bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 94

LISTEN amp OFFER CHOICE

Listen bull Encourage donors to call

write blog etc ndash but make sure you are ready for it

bull Survey donor bull Call them and ask their

opinion or just how they are bull Let them input (eg

Greenpeace ship naming)

Offer choice bull By which method are

communicated with bull How often the are

communicated with bull How they want to

engagehellipor not bull Even offer donation

holidays and downgrades in tough times

94

copy Daryl Upsall amp Associates SL 95

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 96

THANK YOU ndash MEMBER GET MEMBER CALL

bull Normally 20 give names and telephone numbers of 2 people (that means 40 out of all the contacted)

bull 15 of those called convert to monthly donors

copy Daryl Upsall amp Associates SL 97

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 98

MAXIMISING DONOR LIFETIME VALUE

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

98 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 29

=

SO WHERE IS FACE TO FACE RIGHT NOW

copy Daryl Upsall amp Associates SL 30 30

1 Media public and regulator negativism

2 More diversity - away from the street

3 More engagement - interactivity and creativity

4 Focus on donor loyalty and development

5 More efficiency - technology and processes

CURRENT F2F TRENDS

copy Daryl Upsall amp Associates SL 31

copy Daryl Upsall amp Associates SL 32

copy Daryl Upsall amp Associates SL 33

copy Daryl Upsall amp Associates SL 34 34

USING FACE TO FACEDOOR TO DOOR FUNDRAISING TO BUILD A POSITIVE PUBLIC PROFILE

bull Physically visiblehellipout there bull Before launch ndash internal and

external PR bull Press releasing and local

media ndash Before and after launch

copy Daryl Upsall amp Associates SL 35

POSITIVE PRE- CAMPAIGN MEDIA - UNICEF SPAIN

ldquoExcuse me would you like to become a member of a charity San Sebastian Spain

copy Daryl Upsall amp Associates SL 36

copy Daryl Upsall amp Associates SL 37

Save the Children UK

copy Daryl Upsall amp Associates SL 38

Save the Children UK

copy Daryl Upsall amp Associates SL 39

copy Daryl Upsall amp Associates SL 40

HONG KONG F2F MONTHLY GIVING ALLIANCE

copy Daryl Upsall amp Associates SL 41

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 42

DIVERSIFICATION OF LOCATIONS AND PRESENCE

copy Daryl Upsall amp Associates SL 43 43

DIVERSIFICATION

copy Daryl Upsall amp Associates SL 44 44

DOOR TO DOOR (D2D)

Benefits bull Audience segmentation bull Higher average donor age bull Data availability bull Opportunities beyond large

urban centres bull Suitable for wider range of

fundraiser profiles bull Better fulfilment and

attrition rates

copy Daryl Upsall amp Associates SL 45 45

DOOR TO DOOR (D2D)

Challenges bull Specific housing and

demographic issues bull Security concerns and

access to donors bull Working schedules to

engage with employed donors

bull Self-exclusion or opt-out bull Legal issues

copy Daryl Upsall amp Associates SL 46 46

PRIVATE SITES Corporate

Retail

Events

copy Daryl Upsall amp Associates SL 47

Benefits bull Audience segmentation (eg B2B airport

venues etc) bull Access to multiple sites through single

agreement bull Opportunities to benefit from (and

strengthen) corporate relationships bull Potential for more innovative and interactive

engagement bull Weather-proofing bull Secure environment bull Geographical spread bull Generally higher productivity and donor

quality bull Legitimacy and credibility

PRIVATE SITES

copy Daryl Upsall amp Associates SL 48

bull Challenges bull Restricted access to sites (resource

intensive booking process) bull Potential costs for venue space

(especially shopping malls and events)

bull Barriers to scale-up bull Restrictions to movement bull Additional stand materials bull Fundraiser profiles training and

quality control

PRIVATE SITES

copy Daryl Upsall amp Associates SL 49

ROAMING TEAMS

49

bull Access to new audiences bull Higher productivity bull Motivating for fundraisers

copy Daryl Upsall amp Associates SL 50

OUT WITH THE OLD

copy Daryl Upsall amp Associates SL 51

HOUSTON GALLERIA WORLD VISION US

IN WITH THE NEW

copy Daryl Upsall amp Associates SL 52

SAVE THE CHILDREN - BOSTON

copy Daryl Upsall amp Associates SL 53

WORLD VISION SEATTLE 2012 ndashFOCUSED ON MICRO LOANS

copy Daryl Upsall amp Associates SL 54

HEART amp STROKE FOUNDATION - CANADA

copy Daryl Upsall amp Associates SL 55

copy Daryl Upsall amp Associates SL 56

WORLD VISION SEATTLE FOCUSED ON GIFT CATALOGUE

copy Daryl Upsall amp Associates SL 57

FACE TO FACE FUNDRAISING TODAYhellip AND TOMORROW

copy Daryl Upsall amp Associates SL 58

copy Daryl Upsall amp Associates SL 59

copy Daryl Upsall amp Associates SL 60

copy Daryl Upsall amp Associates SL 61

copy Daryl Upsall amp Associates SL 62 62

MORE INTERACTIVE AND ENGAGING APPROACH

copy Daryl Upsall amp Associates SL 63

10kg

5kg

normal 1-year old child

malnutrition 1-year old child

Comparing weight mid-upper arm of malnutrition and normal 1-year old child using doll+baby carrier

copy Daryl Upsall amp Associates SL 64

F2F TOTAL ENGAGEMENThellipIN BRAZIL

64

copy Daryl Upsall amp Associates SL 65

copy Daryl Upsall amp Associates SL 66

copy Daryl Upsall amp Associates SL 67

copy Daryl Upsall amp Associates SL 68

copy Daryl Upsall amp Associates SL 69

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 70

copy Daryl Upsall amp Associates SL 71

VIRTUAL REALITY ndash WELCOME TO THE FUTURE

71

copy Daryl Upsall amp Associates SL 72

copy Daryl Upsall amp Associates SL 73

FROM THENhellip

73

hellipTO NOW

copy Daryl Upsall amp Associates SL 74

WHATrsquoS THE TECHNOLOGY

copy Daryl Upsall amp Associates SL 75

WHATrsquoS THE KIT

$200 $2-$5

$100

$8-$20

+

copy Daryl Upsall amp Associates SL 76

BACK TO REALITYhellipVIRTUALLY

copy Daryl Upsall amp Associates SL 77

LET ME INTRODUCE YOU TO SIDRAhellip

77

copy Daryl Upsall amp Associates SL 78

SO HOW CAN SIDRA HELP US TO HELP CHILDREN LIKE HER

78

copy Daryl Upsall amp Associates SL 79

VIRTUAL REALITYhellipMAKING A DIFFRENCE

This experience has opened us doors to make recruitment with Face to Face in companies from our corporate alliances hellip and in the case of telcos this VR activity puts UNICEF closer to their business Rocio Salinas Asensio UNICEF Spain

copy Daryl Upsall amp Associates SL 80 80

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 81

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 82

HOW COULD YOU USE A VR EXPERIENCE

82

bull Where bull Who bull How bull What else

copy Daryl Upsall amp Associates SL 83

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 84

FOCUS ON DONOR LOYALTY AND DEVELOPMENT

copy Daryl Upsall amp Associates SL 85

donors

BUT WE HAVE A PROBLEM

copy Daryl Upsall amp Associates SL 86

RETENTION IS THE NEW ACQUISITION CUSTOMER SERVICE IS THE NEW MARKETING - JOE CONNELLY

copy Daryl Upsall amp Associates SL 87 87 87

F2F WELCOME CALL

bull Thanks the donor again bull Reinforces the charity message bull Lets donors know that you like to

listen to them and donrsquot always ask for money

bull Provides more insight into donor motivations

bull Reality check on the donorrsquos understanding of the long term commitment

bull Enhances and confirms data Reduces Early Attritionconsiderably

copy Daryl Upsall amp Associates SL 88

DONOR COMMUNICATIONS

How a new committed

donor is approached and recruited is a key determinant of all subsequent communications

copy Daryl Upsall amp Associates SL 89 89

KEY FACTORS - ENGAGING DONORS

bull Sending the right communications

bull At the right frequency bull With the right message bull In the most suitable

mediumhellipnamely telephone SMS email web

copy Daryl Upsall amp Associates SL 90

DONORS RESPOND DIFFERENTLYhellip SO NEED TO BE TREATED DIFFERENTLY

bull Direct mailpress advert recruited donors are likely to respond better to communications by mail and printed communications

bull New media recruited donors will respond better to emails and text

bull Face to face donors respond best to the telephone

90

copy Daryl Upsall amp Associates SL 91

DONOR COMMUNICATIONS

Face to face recruited donors normally are not interested in printed communication in new media and especially telephone

It is a continuation of the

ldquoconversationrdquo and ldquodialoguerdquo with the charity

copy Daryl Upsall amp Associates SL 92

DONOR COMMUNICATIONS ampldquoTOUCH POINTSrdquo

Research across 100s of NGOs in many countries consistently show that if a donor has more ldquopositive contactsrdquo or ldquotouch pointsrdquo it ndash Builds trust and loyalty ndash Increases responses rates to

appeals and upgrades ndash Reduces attrition ndash Develops the donor journey ndash Increases lifetime value

copy Daryl Upsall amp Associates SL 93

CALLING DONORS

93

Benefits bull Data validation (financial

e-mail phone address) bull Quicker data transfer and

processing bull Immediate welcome

communication bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 94

LISTEN amp OFFER CHOICE

Listen bull Encourage donors to call

write blog etc ndash but make sure you are ready for it

bull Survey donor bull Call them and ask their

opinion or just how they are bull Let them input (eg

Greenpeace ship naming)

Offer choice bull By which method are

communicated with bull How often the are

communicated with bull How they want to

engagehellipor not bull Even offer donation

holidays and downgrades in tough times

94

copy Daryl Upsall amp Associates SL 95

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 96

THANK YOU ndash MEMBER GET MEMBER CALL

bull Normally 20 give names and telephone numbers of 2 people (that means 40 out of all the contacted)

bull 15 of those called convert to monthly donors

copy Daryl Upsall amp Associates SL 97

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 98

MAXIMISING DONOR LIFETIME VALUE

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

98 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 30 30

1 Media public and regulator negativism

2 More diversity - away from the street

3 More engagement - interactivity and creativity

4 Focus on donor loyalty and development

5 More efficiency - technology and processes

CURRENT F2F TRENDS

copy Daryl Upsall amp Associates SL 31

copy Daryl Upsall amp Associates SL 32

copy Daryl Upsall amp Associates SL 33

copy Daryl Upsall amp Associates SL 34 34

USING FACE TO FACEDOOR TO DOOR FUNDRAISING TO BUILD A POSITIVE PUBLIC PROFILE

bull Physically visiblehellipout there bull Before launch ndash internal and

external PR bull Press releasing and local

media ndash Before and after launch

copy Daryl Upsall amp Associates SL 35

POSITIVE PRE- CAMPAIGN MEDIA - UNICEF SPAIN

ldquoExcuse me would you like to become a member of a charity San Sebastian Spain

copy Daryl Upsall amp Associates SL 36

copy Daryl Upsall amp Associates SL 37

Save the Children UK

copy Daryl Upsall amp Associates SL 38

Save the Children UK

copy Daryl Upsall amp Associates SL 39

copy Daryl Upsall amp Associates SL 40

HONG KONG F2F MONTHLY GIVING ALLIANCE

copy Daryl Upsall amp Associates SL 41

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 42

DIVERSIFICATION OF LOCATIONS AND PRESENCE

copy Daryl Upsall amp Associates SL 43 43

DIVERSIFICATION

copy Daryl Upsall amp Associates SL 44 44

DOOR TO DOOR (D2D)

Benefits bull Audience segmentation bull Higher average donor age bull Data availability bull Opportunities beyond large

urban centres bull Suitable for wider range of

fundraiser profiles bull Better fulfilment and

attrition rates

copy Daryl Upsall amp Associates SL 45 45

DOOR TO DOOR (D2D)

Challenges bull Specific housing and

demographic issues bull Security concerns and

access to donors bull Working schedules to

engage with employed donors

bull Self-exclusion or opt-out bull Legal issues

copy Daryl Upsall amp Associates SL 46 46

PRIVATE SITES Corporate

Retail

Events

copy Daryl Upsall amp Associates SL 47

Benefits bull Audience segmentation (eg B2B airport

venues etc) bull Access to multiple sites through single

agreement bull Opportunities to benefit from (and

strengthen) corporate relationships bull Potential for more innovative and interactive

engagement bull Weather-proofing bull Secure environment bull Geographical spread bull Generally higher productivity and donor

quality bull Legitimacy and credibility

PRIVATE SITES

copy Daryl Upsall amp Associates SL 48

bull Challenges bull Restricted access to sites (resource

intensive booking process) bull Potential costs for venue space

(especially shopping malls and events)

bull Barriers to scale-up bull Restrictions to movement bull Additional stand materials bull Fundraiser profiles training and

quality control

PRIVATE SITES

copy Daryl Upsall amp Associates SL 49

ROAMING TEAMS

49

bull Access to new audiences bull Higher productivity bull Motivating for fundraisers

copy Daryl Upsall amp Associates SL 50

OUT WITH THE OLD

copy Daryl Upsall amp Associates SL 51

HOUSTON GALLERIA WORLD VISION US

IN WITH THE NEW

copy Daryl Upsall amp Associates SL 52

SAVE THE CHILDREN - BOSTON

copy Daryl Upsall amp Associates SL 53

WORLD VISION SEATTLE 2012 ndashFOCUSED ON MICRO LOANS

copy Daryl Upsall amp Associates SL 54

HEART amp STROKE FOUNDATION - CANADA

copy Daryl Upsall amp Associates SL 55

copy Daryl Upsall amp Associates SL 56

WORLD VISION SEATTLE FOCUSED ON GIFT CATALOGUE

copy Daryl Upsall amp Associates SL 57

FACE TO FACE FUNDRAISING TODAYhellip AND TOMORROW

copy Daryl Upsall amp Associates SL 58

copy Daryl Upsall amp Associates SL 59

copy Daryl Upsall amp Associates SL 60

copy Daryl Upsall amp Associates SL 61

copy Daryl Upsall amp Associates SL 62 62

MORE INTERACTIVE AND ENGAGING APPROACH

copy Daryl Upsall amp Associates SL 63

10kg

5kg

normal 1-year old child

malnutrition 1-year old child

Comparing weight mid-upper arm of malnutrition and normal 1-year old child using doll+baby carrier

copy Daryl Upsall amp Associates SL 64

F2F TOTAL ENGAGEMENThellipIN BRAZIL

64

copy Daryl Upsall amp Associates SL 65

copy Daryl Upsall amp Associates SL 66

copy Daryl Upsall amp Associates SL 67

copy Daryl Upsall amp Associates SL 68

copy Daryl Upsall amp Associates SL 69

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 70

copy Daryl Upsall amp Associates SL 71

VIRTUAL REALITY ndash WELCOME TO THE FUTURE

71

copy Daryl Upsall amp Associates SL 72

copy Daryl Upsall amp Associates SL 73

FROM THENhellip

73

hellipTO NOW

copy Daryl Upsall amp Associates SL 74

WHATrsquoS THE TECHNOLOGY

copy Daryl Upsall amp Associates SL 75

WHATrsquoS THE KIT

$200 $2-$5

$100

$8-$20

+

copy Daryl Upsall amp Associates SL 76

BACK TO REALITYhellipVIRTUALLY

copy Daryl Upsall amp Associates SL 77

LET ME INTRODUCE YOU TO SIDRAhellip

77

copy Daryl Upsall amp Associates SL 78

SO HOW CAN SIDRA HELP US TO HELP CHILDREN LIKE HER

78

copy Daryl Upsall amp Associates SL 79

VIRTUAL REALITYhellipMAKING A DIFFRENCE

This experience has opened us doors to make recruitment with Face to Face in companies from our corporate alliances hellip and in the case of telcos this VR activity puts UNICEF closer to their business Rocio Salinas Asensio UNICEF Spain

copy Daryl Upsall amp Associates SL 80 80

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 81

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 82

HOW COULD YOU USE A VR EXPERIENCE

82

bull Where bull Who bull How bull What else

copy Daryl Upsall amp Associates SL 83

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 84

FOCUS ON DONOR LOYALTY AND DEVELOPMENT

copy Daryl Upsall amp Associates SL 85

donors

BUT WE HAVE A PROBLEM

copy Daryl Upsall amp Associates SL 86

RETENTION IS THE NEW ACQUISITION CUSTOMER SERVICE IS THE NEW MARKETING - JOE CONNELLY

copy Daryl Upsall amp Associates SL 87 87 87

F2F WELCOME CALL

bull Thanks the donor again bull Reinforces the charity message bull Lets donors know that you like to

listen to them and donrsquot always ask for money

bull Provides more insight into donor motivations

bull Reality check on the donorrsquos understanding of the long term commitment

bull Enhances and confirms data Reduces Early Attritionconsiderably

copy Daryl Upsall amp Associates SL 88

DONOR COMMUNICATIONS

How a new committed

donor is approached and recruited is a key determinant of all subsequent communications

copy Daryl Upsall amp Associates SL 89 89

KEY FACTORS - ENGAGING DONORS

bull Sending the right communications

bull At the right frequency bull With the right message bull In the most suitable

mediumhellipnamely telephone SMS email web

copy Daryl Upsall amp Associates SL 90

DONORS RESPOND DIFFERENTLYhellip SO NEED TO BE TREATED DIFFERENTLY

bull Direct mailpress advert recruited donors are likely to respond better to communications by mail and printed communications

bull New media recruited donors will respond better to emails and text

bull Face to face donors respond best to the telephone

90

copy Daryl Upsall amp Associates SL 91

DONOR COMMUNICATIONS

Face to face recruited donors normally are not interested in printed communication in new media and especially telephone

It is a continuation of the

ldquoconversationrdquo and ldquodialoguerdquo with the charity

copy Daryl Upsall amp Associates SL 92

DONOR COMMUNICATIONS ampldquoTOUCH POINTSrdquo

Research across 100s of NGOs in many countries consistently show that if a donor has more ldquopositive contactsrdquo or ldquotouch pointsrdquo it ndash Builds trust and loyalty ndash Increases responses rates to

appeals and upgrades ndash Reduces attrition ndash Develops the donor journey ndash Increases lifetime value

copy Daryl Upsall amp Associates SL 93

CALLING DONORS

93

Benefits bull Data validation (financial

e-mail phone address) bull Quicker data transfer and

processing bull Immediate welcome

communication bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 94

LISTEN amp OFFER CHOICE

Listen bull Encourage donors to call

write blog etc ndash but make sure you are ready for it

bull Survey donor bull Call them and ask their

opinion or just how they are bull Let them input (eg

Greenpeace ship naming)

Offer choice bull By which method are

communicated with bull How often the are

communicated with bull How they want to

engagehellipor not bull Even offer donation

holidays and downgrades in tough times

94

copy Daryl Upsall amp Associates SL 95

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 96

THANK YOU ndash MEMBER GET MEMBER CALL

bull Normally 20 give names and telephone numbers of 2 people (that means 40 out of all the contacted)

bull 15 of those called convert to monthly donors

copy Daryl Upsall amp Associates SL 97

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 98

MAXIMISING DONOR LIFETIME VALUE

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

98 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 31

copy Daryl Upsall amp Associates SL 32

copy Daryl Upsall amp Associates SL 33

copy Daryl Upsall amp Associates SL 34 34

USING FACE TO FACEDOOR TO DOOR FUNDRAISING TO BUILD A POSITIVE PUBLIC PROFILE

bull Physically visiblehellipout there bull Before launch ndash internal and

external PR bull Press releasing and local

media ndash Before and after launch

copy Daryl Upsall amp Associates SL 35

POSITIVE PRE- CAMPAIGN MEDIA - UNICEF SPAIN

ldquoExcuse me would you like to become a member of a charity San Sebastian Spain

copy Daryl Upsall amp Associates SL 36

copy Daryl Upsall amp Associates SL 37

Save the Children UK

copy Daryl Upsall amp Associates SL 38

Save the Children UK

copy Daryl Upsall amp Associates SL 39

copy Daryl Upsall amp Associates SL 40

HONG KONG F2F MONTHLY GIVING ALLIANCE

copy Daryl Upsall amp Associates SL 41

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 42

DIVERSIFICATION OF LOCATIONS AND PRESENCE

copy Daryl Upsall amp Associates SL 43 43

DIVERSIFICATION

copy Daryl Upsall amp Associates SL 44 44

DOOR TO DOOR (D2D)

Benefits bull Audience segmentation bull Higher average donor age bull Data availability bull Opportunities beyond large

urban centres bull Suitable for wider range of

fundraiser profiles bull Better fulfilment and

attrition rates

copy Daryl Upsall amp Associates SL 45 45

DOOR TO DOOR (D2D)

Challenges bull Specific housing and

demographic issues bull Security concerns and

access to donors bull Working schedules to

engage with employed donors

bull Self-exclusion or opt-out bull Legal issues

copy Daryl Upsall amp Associates SL 46 46

PRIVATE SITES Corporate

Retail

Events

copy Daryl Upsall amp Associates SL 47

Benefits bull Audience segmentation (eg B2B airport

venues etc) bull Access to multiple sites through single

agreement bull Opportunities to benefit from (and

strengthen) corporate relationships bull Potential for more innovative and interactive

engagement bull Weather-proofing bull Secure environment bull Geographical spread bull Generally higher productivity and donor

quality bull Legitimacy and credibility

PRIVATE SITES

copy Daryl Upsall amp Associates SL 48

bull Challenges bull Restricted access to sites (resource

intensive booking process) bull Potential costs for venue space

(especially shopping malls and events)

bull Barriers to scale-up bull Restrictions to movement bull Additional stand materials bull Fundraiser profiles training and

quality control

PRIVATE SITES

copy Daryl Upsall amp Associates SL 49

ROAMING TEAMS

49

bull Access to new audiences bull Higher productivity bull Motivating for fundraisers

copy Daryl Upsall amp Associates SL 50

OUT WITH THE OLD

copy Daryl Upsall amp Associates SL 51

HOUSTON GALLERIA WORLD VISION US

IN WITH THE NEW

copy Daryl Upsall amp Associates SL 52

SAVE THE CHILDREN - BOSTON

copy Daryl Upsall amp Associates SL 53

WORLD VISION SEATTLE 2012 ndashFOCUSED ON MICRO LOANS

copy Daryl Upsall amp Associates SL 54

HEART amp STROKE FOUNDATION - CANADA

copy Daryl Upsall amp Associates SL 55

copy Daryl Upsall amp Associates SL 56

WORLD VISION SEATTLE FOCUSED ON GIFT CATALOGUE

copy Daryl Upsall amp Associates SL 57

FACE TO FACE FUNDRAISING TODAYhellip AND TOMORROW

copy Daryl Upsall amp Associates SL 58

copy Daryl Upsall amp Associates SL 59

copy Daryl Upsall amp Associates SL 60

copy Daryl Upsall amp Associates SL 61

copy Daryl Upsall amp Associates SL 62 62

MORE INTERACTIVE AND ENGAGING APPROACH

copy Daryl Upsall amp Associates SL 63

10kg

5kg

normal 1-year old child

malnutrition 1-year old child

Comparing weight mid-upper arm of malnutrition and normal 1-year old child using doll+baby carrier

copy Daryl Upsall amp Associates SL 64

F2F TOTAL ENGAGEMENThellipIN BRAZIL

64

copy Daryl Upsall amp Associates SL 65

copy Daryl Upsall amp Associates SL 66

copy Daryl Upsall amp Associates SL 67

copy Daryl Upsall amp Associates SL 68

copy Daryl Upsall amp Associates SL 69

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 70

copy Daryl Upsall amp Associates SL 71

VIRTUAL REALITY ndash WELCOME TO THE FUTURE

71

copy Daryl Upsall amp Associates SL 72

copy Daryl Upsall amp Associates SL 73

FROM THENhellip

73

hellipTO NOW

copy Daryl Upsall amp Associates SL 74

WHATrsquoS THE TECHNOLOGY

copy Daryl Upsall amp Associates SL 75

WHATrsquoS THE KIT

$200 $2-$5

$100

$8-$20

+

copy Daryl Upsall amp Associates SL 76

BACK TO REALITYhellipVIRTUALLY

copy Daryl Upsall amp Associates SL 77

LET ME INTRODUCE YOU TO SIDRAhellip

77

copy Daryl Upsall amp Associates SL 78

SO HOW CAN SIDRA HELP US TO HELP CHILDREN LIKE HER

78

copy Daryl Upsall amp Associates SL 79

VIRTUAL REALITYhellipMAKING A DIFFRENCE

This experience has opened us doors to make recruitment with Face to Face in companies from our corporate alliances hellip and in the case of telcos this VR activity puts UNICEF closer to their business Rocio Salinas Asensio UNICEF Spain

copy Daryl Upsall amp Associates SL 80 80

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 81

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 82

HOW COULD YOU USE A VR EXPERIENCE

82

bull Where bull Who bull How bull What else

copy Daryl Upsall amp Associates SL 83

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 84

FOCUS ON DONOR LOYALTY AND DEVELOPMENT

copy Daryl Upsall amp Associates SL 85

donors

BUT WE HAVE A PROBLEM

copy Daryl Upsall amp Associates SL 86

RETENTION IS THE NEW ACQUISITION CUSTOMER SERVICE IS THE NEW MARKETING - JOE CONNELLY

copy Daryl Upsall amp Associates SL 87 87 87

F2F WELCOME CALL

bull Thanks the donor again bull Reinforces the charity message bull Lets donors know that you like to

listen to them and donrsquot always ask for money

bull Provides more insight into donor motivations

bull Reality check on the donorrsquos understanding of the long term commitment

bull Enhances and confirms data Reduces Early Attritionconsiderably

copy Daryl Upsall amp Associates SL 88

DONOR COMMUNICATIONS

How a new committed

donor is approached and recruited is a key determinant of all subsequent communications

copy Daryl Upsall amp Associates SL 89 89

KEY FACTORS - ENGAGING DONORS

bull Sending the right communications

bull At the right frequency bull With the right message bull In the most suitable

mediumhellipnamely telephone SMS email web

copy Daryl Upsall amp Associates SL 90

DONORS RESPOND DIFFERENTLYhellip SO NEED TO BE TREATED DIFFERENTLY

bull Direct mailpress advert recruited donors are likely to respond better to communications by mail and printed communications

bull New media recruited donors will respond better to emails and text

bull Face to face donors respond best to the telephone

90

copy Daryl Upsall amp Associates SL 91

DONOR COMMUNICATIONS

Face to face recruited donors normally are not interested in printed communication in new media and especially telephone

It is a continuation of the

ldquoconversationrdquo and ldquodialoguerdquo with the charity

copy Daryl Upsall amp Associates SL 92

DONOR COMMUNICATIONS ampldquoTOUCH POINTSrdquo

Research across 100s of NGOs in many countries consistently show that if a donor has more ldquopositive contactsrdquo or ldquotouch pointsrdquo it ndash Builds trust and loyalty ndash Increases responses rates to

appeals and upgrades ndash Reduces attrition ndash Develops the donor journey ndash Increases lifetime value

copy Daryl Upsall amp Associates SL 93

CALLING DONORS

93

Benefits bull Data validation (financial

e-mail phone address) bull Quicker data transfer and

processing bull Immediate welcome

communication bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 94

LISTEN amp OFFER CHOICE

Listen bull Encourage donors to call

write blog etc ndash but make sure you are ready for it

bull Survey donor bull Call them and ask their

opinion or just how they are bull Let them input (eg

Greenpeace ship naming)

Offer choice bull By which method are

communicated with bull How often the are

communicated with bull How they want to

engagehellipor not bull Even offer donation

holidays and downgrades in tough times

94

copy Daryl Upsall amp Associates SL 95

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 96

THANK YOU ndash MEMBER GET MEMBER CALL

bull Normally 20 give names and telephone numbers of 2 people (that means 40 out of all the contacted)

bull 15 of those called convert to monthly donors

copy Daryl Upsall amp Associates SL 97

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 98

MAXIMISING DONOR LIFETIME VALUE

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

98 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 32

copy Daryl Upsall amp Associates SL 33

copy Daryl Upsall amp Associates SL 34 34

USING FACE TO FACEDOOR TO DOOR FUNDRAISING TO BUILD A POSITIVE PUBLIC PROFILE

bull Physically visiblehellipout there bull Before launch ndash internal and

external PR bull Press releasing and local

media ndash Before and after launch

copy Daryl Upsall amp Associates SL 35

POSITIVE PRE- CAMPAIGN MEDIA - UNICEF SPAIN

ldquoExcuse me would you like to become a member of a charity San Sebastian Spain

copy Daryl Upsall amp Associates SL 36

copy Daryl Upsall amp Associates SL 37

Save the Children UK

copy Daryl Upsall amp Associates SL 38

Save the Children UK

copy Daryl Upsall amp Associates SL 39

copy Daryl Upsall amp Associates SL 40

HONG KONG F2F MONTHLY GIVING ALLIANCE

copy Daryl Upsall amp Associates SL 41

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 42

DIVERSIFICATION OF LOCATIONS AND PRESENCE

copy Daryl Upsall amp Associates SL 43 43

DIVERSIFICATION

copy Daryl Upsall amp Associates SL 44 44

DOOR TO DOOR (D2D)

Benefits bull Audience segmentation bull Higher average donor age bull Data availability bull Opportunities beyond large

urban centres bull Suitable for wider range of

fundraiser profiles bull Better fulfilment and

attrition rates

copy Daryl Upsall amp Associates SL 45 45

DOOR TO DOOR (D2D)

Challenges bull Specific housing and

demographic issues bull Security concerns and

access to donors bull Working schedules to

engage with employed donors

bull Self-exclusion or opt-out bull Legal issues

copy Daryl Upsall amp Associates SL 46 46

PRIVATE SITES Corporate

Retail

Events

copy Daryl Upsall amp Associates SL 47

Benefits bull Audience segmentation (eg B2B airport

venues etc) bull Access to multiple sites through single

agreement bull Opportunities to benefit from (and

strengthen) corporate relationships bull Potential for more innovative and interactive

engagement bull Weather-proofing bull Secure environment bull Geographical spread bull Generally higher productivity and donor

quality bull Legitimacy and credibility

PRIVATE SITES

copy Daryl Upsall amp Associates SL 48

bull Challenges bull Restricted access to sites (resource

intensive booking process) bull Potential costs for venue space

(especially shopping malls and events)

bull Barriers to scale-up bull Restrictions to movement bull Additional stand materials bull Fundraiser profiles training and

quality control

PRIVATE SITES

copy Daryl Upsall amp Associates SL 49

ROAMING TEAMS

49

bull Access to new audiences bull Higher productivity bull Motivating for fundraisers

copy Daryl Upsall amp Associates SL 50

OUT WITH THE OLD

copy Daryl Upsall amp Associates SL 51

HOUSTON GALLERIA WORLD VISION US

IN WITH THE NEW

copy Daryl Upsall amp Associates SL 52

SAVE THE CHILDREN - BOSTON

copy Daryl Upsall amp Associates SL 53

WORLD VISION SEATTLE 2012 ndashFOCUSED ON MICRO LOANS

copy Daryl Upsall amp Associates SL 54

HEART amp STROKE FOUNDATION - CANADA

copy Daryl Upsall amp Associates SL 55

copy Daryl Upsall amp Associates SL 56

WORLD VISION SEATTLE FOCUSED ON GIFT CATALOGUE

copy Daryl Upsall amp Associates SL 57

FACE TO FACE FUNDRAISING TODAYhellip AND TOMORROW

copy Daryl Upsall amp Associates SL 58

copy Daryl Upsall amp Associates SL 59

copy Daryl Upsall amp Associates SL 60

copy Daryl Upsall amp Associates SL 61

copy Daryl Upsall amp Associates SL 62 62

MORE INTERACTIVE AND ENGAGING APPROACH

copy Daryl Upsall amp Associates SL 63

10kg

5kg

normal 1-year old child

malnutrition 1-year old child

Comparing weight mid-upper arm of malnutrition and normal 1-year old child using doll+baby carrier

copy Daryl Upsall amp Associates SL 64

F2F TOTAL ENGAGEMENThellipIN BRAZIL

64

copy Daryl Upsall amp Associates SL 65

copy Daryl Upsall amp Associates SL 66

copy Daryl Upsall amp Associates SL 67

copy Daryl Upsall amp Associates SL 68

copy Daryl Upsall amp Associates SL 69

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 70

copy Daryl Upsall amp Associates SL 71

VIRTUAL REALITY ndash WELCOME TO THE FUTURE

71

copy Daryl Upsall amp Associates SL 72

copy Daryl Upsall amp Associates SL 73

FROM THENhellip

73

hellipTO NOW

copy Daryl Upsall amp Associates SL 74

WHATrsquoS THE TECHNOLOGY

copy Daryl Upsall amp Associates SL 75

WHATrsquoS THE KIT

$200 $2-$5

$100

$8-$20

+

copy Daryl Upsall amp Associates SL 76

BACK TO REALITYhellipVIRTUALLY

copy Daryl Upsall amp Associates SL 77

LET ME INTRODUCE YOU TO SIDRAhellip

77

copy Daryl Upsall amp Associates SL 78

SO HOW CAN SIDRA HELP US TO HELP CHILDREN LIKE HER

78

copy Daryl Upsall amp Associates SL 79

VIRTUAL REALITYhellipMAKING A DIFFRENCE

This experience has opened us doors to make recruitment with Face to Face in companies from our corporate alliances hellip and in the case of telcos this VR activity puts UNICEF closer to their business Rocio Salinas Asensio UNICEF Spain

copy Daryl Upsall amp Associates SL 80 80

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 81

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 82

HOW COULD YOU USE A VR EXPERIENCE

82

bull Where bull Who bull How bull What else

copy Daryl Upsall amp Associates SL 83

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 84

FOCUS ON DONOR LOYALTY AND DEVELOPMENT

copy Daryl Upsall amp Associates SL 85

donors

BUT WE HAVE A PROBLEM

copy Daryl Upsall amp Associates SL 86

RETENTION IS THE NEW ACQUISITION CUSTOMER SERVICE IS THE NEW MARKETING - JOE CONNELLY

copy Daryl Upsall amp Associates SL 87 87 87

F2F WELCOME CALL

bull Thanks the donor again bull Reinforces the charity message bull Lets donors know that you like to

listen to them and donrsquot always ask for money

bull Provides more insight into donor motivations

bull Reality check on the donorrsquos understanding of the long term commitment

bull Enhances and confirms data Reduces Early Attritionconsiderably

copy Daryl Upsall amp Associates SL 88

DONOR COMMUNICATIONS

How a new committed

donor is approached and recruited is a key determinant of all subsequent communications

copy Daryl Upsall amp Associates SL 89 89

KEY FACTORS - ENGAGING DONORS

bull Sending the right communications

bull At the right frequency bull With the right message bull In the most suitable

mediumhellipnamely telephone SMS email web

copy Daryl Upsall amp Associates SL 90

DONORS RESPOND DIFFERENTLYhellip SO NEED TO BE TREATED DIFFERENTLY

bull Direct mailpress advert recruited donors are likely to respond better to communications by mail and printed communications

bull New media recruited donors will respond better to emails and text

bull Face to face donors respond best to the telephone

90

copy Daryl Upsall amp Associates SL 91

DONOR COMMUNICATIONS

Face to face recruited donors normally are not interested in printed communication in new media and especially telephone

It is a continuation of the

ldquoconversationrdquo and ldquodialoguerdquo with the charity

copy Daryl Upsall amp Associates SL 92

DONOR COMMUNICATIONS ampldquoTOUCH POINTSrdquo

Research across 100s of NGOs in many countries consistently show that if a donor has more ldquopositive contactsrdquo or ldquotouch pointsrdquo it ndash Builds trust and loyalty ndash Increases responses rates to

appeals and upgrades ndash Reduces attrition ndash Develops the donor journey ndash Increases lifetime value

copy Daryl Upsall amp Associates SL 93

CALLING DONORS

93

Benefits bull Data validation (financial

e-mail phone address) bull Quicker data transfer and

processing bull Immediate welcome

communication bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 94

LISTEN amp OFFER CHOICE

Listen bull Encourage donors to call

write blog etc ndash but make sure you are ready for it

bull Survey donor bull Call them and ask their

opinion or just how they are bull Let them input (eg

Greenpeace ship naming)

Offer choice bull By which method are

communicated with bull How often the are

communicated with bull How they want to

engagehellipor not bull Even offer donation

holidays and downgrades in tough times

94

copy Daryl Upsall amp Associates SL 95

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 96

THANK YOU ndash MEMBER GET MEMBER CALL

bull Normally 20 give names and telephone numbers of 2 people (that means 40 out of all the contacted)

bull 15 of those called convert to monthly donors

copy Daryl Upsall amp Associates SL 97

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 98

MAXIMISING DONOR LIFETIME VALUE

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

98 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 33

copy Daryl Upsall amp Associates SL 34 34

USING FACE TO FACEDOOR TO DOOR FUNDRAISING TO BUILD A POSITIVE PUBLIC PROFILE

bull Physically visiblehellipout there bull Before launch ndash internal and

external PR bull Press releasing and local

media ndash Before and after launch

copy Daryl Upsall amp Associates SL 35

POSITIVE PRE- CAMPAIGN MEDIA - UNICEF SPAIN

ldquoExcuse me would you like to become a member of a charity San Sebastian Spain

copy Daryl Upsall amp Associates SL 36

copy Daryl Upsall amp Associates SL 37

Save the Children UK

copy Daryl Upsall amp Associates SL 38

Save the Children UK

copy Daryl Upsall amp Associates SL 39

copy Daryl Upsall amp Associates SL 40

HONG KONG F2F MONTHLY GIVING ALLIANCE

copy Daryl Upsall amp Associates SL 41

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 42

DIVERSIFICATION OF LOCATIONS AND PRESENCE

copy Daryl Upsall amp Associates SL 43 43

DIVERSIFICATION

copy Daryl Upsall amp Associates SL 44 44

DOOR TO DOOR (D2D)

Benefits bull Audience segmentation bull Higher average donor age bull Data availability bull Opportunities beyond large

urban centres bull Suitable for wider range of

fundraiser profiles bull Better fulfilment and

attrition rates

copy Daryl Upsall amp Associates SL 45 45

DOOR TO DOOR (D2D)

Challenges bull Specific housing and

demographic issues bull Security concerns and

access to donors bull Working schedules to

engage with employed donors

bull Self-exclusion or opt-out bull Legal issues

copy Daryl Upsall amp Associates SL 46 46

PRIVATE SITES Corporate

Retail

Events

copy Daryl Upsall amp Associates SL 47

Benefits bull Audience segmentation (eg B2B airport

venues etc) bull Access to multiple sites through single

agreement bull Opportunities to benefit from (and

strengthen) corporate relationships bull Potential for more innovative and interactive

engagement bull Weather-proofing bull Secure environment bull Geographical spread bull Generally higher productivity and donor

quality bull Legitimacy and credibility

PRIVATE SITES

copy Daryl Upsall amp Associates SL 48

bull Challenges bull Restricted access to sites (resource

intensive booking process) bull Potential costs for venue space

(especially shopping malls and events)

bull Barriers to scale-up bull Restrictions to movement bull Additional stand materials bull Fundraiser profiles training and

quality control

PRIVATE SITES

copy Daryl Upsall amp Associates SL 49

ROAMING TEAMS

49

bull Access to new audiences bull Higher productivity bull Motivating for fundraisers

copy Daryl Upsall amp Associates SL 50

OUT WITH THE OLD

copy Daryl Upsall amp Associates SL 51

HOUSTON GALLERIA WORLD VISION US

IN WITH THE NEW

copy Daryl Upsall amp Associates SL 52

SAVE THE CHILDREN - BOSTON

copy Daryl Upsall amp Associates SL 53

WORLD VISION SEATTLE 2012 ndashFOCUSED ON MICRO LOANS

copy Daryl Upsall amp Associates SL 54

HEART amp STROKE FOUNDATION - CANADA

copy Daryl Upsall amp Associates SL 55

copy Daryl Upsall amp Associates SL 56

WORLD VISION SEATTLE FOCUSED ON GIFT CATALOGUE

copy Daryl Upsall amp Associates SL 57

FACE TO FACE FUNDRAISING TODAYhellip AND TOMORROW

copy Daryl Upsall amp Associates SL 58

copy Daryl Upsall amp Associates SL 59

copy Daryl Upsall amp Associates SL 60

copy Daryl Upsall amp Associates SL 61

copy Daryl Upsall amp Associates SL 62 62

MORE INTERACTIVE AND ENGAGING APPROACH

copy Daryl Upsall amp Associates SL 63

10kg

5kg

normal 1-year old child

malnutrition 1-year old child

Comparing weight mid-upper arm of malnutrition and normal 1-year old child using doll+baby carrier

copy Daryl Upsall amp Associates SL 64

F2F TOTAL ENGAGEMENThellipIN BRAZIL

64

copy Daryl Upsall amp Associates SL 65

copy Daryl Upsall amp Associates SL 66

copy Daryl Upsall amp Associates SL 67

copy Daryl Upsall amp Associates SL 68

copy Daryl Upsall amp Associates SL 69

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 70

copy Daryl Upsall amp Associates SL 71

VIRTUAL REALITY ndash WELCOME TO THE FUTURE

71

copy Daryl Upsall amp Associates SL 72

copy Daryl Upsall amp Associates SL 73

FROM THENhellip

73

hellipTO NOW

copy Daryl Upsall amp Associates SL 74

WHATrsquoS THE TECHNOLOGY

copy Daryl Upsall amp Associates SL 75

WHATrsquoS THE KIT

$200 $2-$5

$100

$8-$20

+

copy Daryl Upsall amp Associates SL 76

BACK TO REALITYhellipVIRTUALLY

copy Daryl Upsall amp Associates SL 77

LET ME INTRODUCE YOU TO SIDRAhellip

77

copy Daryl Upsall amp Associates SL 78

SO HOW CAN SIDRA HELP US TO HELP CHILDREN LIKE HER

78

copy Daryl Upsall amp Associates SL 79

VIRTUAL REALITYhellipMAKING A DIFFRENCE

This experience has opened us doors to make recruitment with Face to Face in companies from our corporate alliances hellip and in the case of telcos this VR activity puts UNICEF closer to their business Rocio Salinas Asensio UNICEF Spain

copy Daryl Upsall amp Associates SL 80 80

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 81

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 82

HOW COULD YOU USE A VR EXPERIENCE

82

bull Where bull Who bull How bull What else

copy Daryl Upsall amp Associates SL 83

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 84

FOCUS ON DONOR LOYALTY AND DEVELOPMENT

copy Daryl Upsall amp Associates SL 85

donors

BUT WE HAVE A PROBLEM

copy Daryl Upsall amp Associates SL 86

RETENTION IS THE NEW ACQUISITION CUSTOMER SERVICE IS THE NEW MARKETING - JOE CONNELLY

copy Daryl Upsall amp Associates SL 87 87 87

F2F WELCOME CALL

bull Thanks the donor again bull Reinforces the charity message bull Lets donors know that you like to

listen to them and donrsquot always ask for money

bull Provides more insight into donor motivations

bull Reality check on the donorrsquos understanding of the long term commitment

bull Enhances and confirms data Reduces Early Attritionconsiderably

copy Daryl Upsall amp Associates SL 88

DONOR COMMUNICATIONS

How a new committed

donor is approached and recruited is a key determinant of all subsequent communications

copy Daryl Upsall amp Associates SL 89 89

KEY FACTORS - ENGAGING DONORS

bull Sending the right communications

bull At the right frequency bull With the right message bull In the most suitable

mediumhellipnamely telephone SMS email web

copy Daryl Upsall amp Associates SL 90

DONORS RESPOND DIFFERENTLYhellip SO NEED TO BE TREATED DIFFERENTLY

bull Direct mailpress advert recruited donors are likely to respond better to communications by mail and printed communications

bull New media recruited donors will respond better to emails and text

bull Face to face donors respond best to the telephone

90

copy Daryl Upsall amp Associates SL 91

DONOR COMMUNICATIONS

Face to face recruited donors normally are not interested in printed communication in new media and especially telephone

It is a continuation of the

ldquoconversationrdquo and ldquodialoguerdquo with the charity

copy Daryl Upsall amp Associates SL 92

DONOR COMMUNICATIONS ampldquoTOUCH POINTSrdquo

Research across 100s of NGOs in many countries consistently show that if a donor has more ldquopositive contactsrdquo or ldquotouch pointsrdquo it ndash Builds trust and loyalty ndash Increases responses rates to

appeals and upgrades ndash Reduces attrition ndash Develops the donor journey ndash Increases lifetime value

copy Daryl Upsall amp Associates SL 93

CALLING DONORS

93

Benefits bull Data validation (financial

e-mail phone address) bull Quicker data transfer and

processing bull Immediate welcome

communication bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 94

LISTEN amp OFFER CHOICE

Listen bull Encourage donors to call

write blog etc ndash but make sure you are ready for it

bull Survey donor bull Call them and ask their

opinion or just how they are bull Let them input (eg

Greenpeace ship naming)

Offer choice bull By which method are

communicated with bull How often the are

communicated with bull How they want to

engagehellipor not bull Even offer donation

holidays and downgrades in tough times

94

copy Daryl Upsall amp Associates SL 95

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 96

THANK YOU ndash MEMBER GET MEMBER CALL

bull Normally 20 give names and telephone numbers of 2 people (that means 40 out of all the contacted)

bull 15 of those called convert to monthly donors

copy Daryl Upsall amp Associates SL 97

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 98

MAXIMISING DONOR LIFETIME VALUE

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

98 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 34 34

USING FACE TO FACEDOOR TO DOOR FUNDRAISING TO BUILD A POSITIVE PUBLIC PROFILE

bull Physically visiblehellipout there bull Before launch ndash internal and

external PR bull Press releasing and local

media ndash Before and after launch

copy Daryl Upsall amp Associates SL 35

POSITIVE PRE- CAMPAIGN MEDIA - UNICEF SPAIN

ldquoExcuse me would you like to become a member of a charity San Sebastian Spain

copy Daryl Upsall amp Associates SL 36

copy Daryl Upsall amp Associates SL 37

Save the Children UK

copy Daryl Upsall amp Associates SL 38

Save the Children UK

copy Daryl Upsall amp Associates SL 39

copy Daryl Upsall amp Associates SL 40

HONG KONG F2F MONTHLY GIVING ALLIANCE

copy Daryl Upsall amp Associates SL 41

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 42

DIVERSIFICATION OF LOCATIONS AND PRESENCE

copy Daryl Upsall amp Associates SL 43 43

DIVERSIFICATION

copy Daryl Upsall amp Associates SL 44 44

DOOR TO DOOR (D2D)

Benefits bull Audience segmentation bull Higher average donor age bull Data availability bull Opportunities beyond large

urban centres bull Suitable for wider range of

fundraiser profiles bull Better fulfilment and

attrition rates

copy Daryl Upsall amp Associates SL 45 45

DOOR TO DOOR (D2D)

Challenges bull Specific housing and

demographic issues bull Security concerns and

access to donors bull Working schedules to

engage with employed donors

bull Self-exclusion or opt-out bull Legal issues

copy Daryl Upsall amp Associates SL 46 46

PRIVATE SITES Corporate

Retail

Events

copy Daryl Upsall amp Associates SL 47

Benefits bull Audience segmentation (eg B2B airport

venues etc) bull Access to multiple sites through single

agreement bull Opportunities to benefit from (and

strengthen) corporate relationships bull Potential for more innovative and interactive

engagement bull Weather-proofing bull Secure environment bull Geographical spread bull Generally higher productivity and donor

quality bull Legitimacy and credibility

PRIVATE SITES

copy Daryl Upsall amp Associates SL 48

bull Challenges bull Restricted access to sites (resource

intensive booking process) bull Potential costs for venue space

(especially shopping malls and events)

bull Barriers to scale-up bull Restrictions to movement bull Additional stand materials bull Fundraiser profiles training and

quality control

PRIVATE SITES

copy Daryl Upsall amp Associates SL 49

ROAMING TEAMS

49

bull Access to new audiences bull Higher productivity bull Motivating for fundraisers

copy Daryl Upsall amp Associates SL 50

OUT WITH THE OLD

copy Daryl Upsall amp Associates SL 51

HOUSTON GALLERIA WORLD VISION US

IN WITH THE NEW

copy Daryl Upsall amp Associates SL 52

SAVE THE CHILDREN - BOSTON

copy Daryl Upsall amp Associates SL 53

WORLD VISION SEATTLE 2012 ndashFOCUSED ON MICRO LOANS

copy Daryl Upsall amp Associates SL 54

HEART amp STROKE FOUNDATION - CANADA

copy Daryl Upsall amp Associates SL 55

copy Daryl Upsall amp Associates SL 56

WORLD VISION SEATTLE FOCUSED ON GIFT CATALOGUE

copy Daryl Upsall amp Associates SL 57

FACE TO FACE FUNDRAISING TODAYhellip AND TOMORROW

copy Daryl Upsall amp Associates SL 58

copy Daryl Upsall amp Associates SL 59

copy Daryl Upsall amp Associates SL 60

copy Daryl Upsall amp Associates SL 61

copy Daryl Upsall amp Associates SL 62 62

MORE INTERACTIVE AND ENGAGING APPROACH

copy Daryl Upsall amp Associates SL 63

10kg

5kg

normal 1-year old child

malnutrition 1-year old child

Comparing weight mid-upper arm of malnutrition and normal 1-year old child using doll+baby carrier

copy Daryl Upsall amp Associates SL 64

F2F TOTAL ENGAGEMENThellipIN BRAZIL

64

copy Daryl Upsall amp Associates SL 65

copy Daryl Upsall amp Associates SL 66

copy Daryl Upsall amp Associates SL 67

copy Daryl Upsall amp Associates SL 68

copy Daryl Upsall amp Associates SL 69

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 70

copy Daryl Upsall amp Associates SL 71

VIRTUAL REALITY ndash WELCOME TO THE FUTURE

71

copy Daryl Upsall amp Associates SL 72

copy Daryl Upsall amp Associates SL 73

FROM THENhellip

73

hellipTO NOW

copy Daryl Upsall amp Associates SL 74

WHATrsquoS THE TECHNOLOGY

copy Daryl Upsall amp Associates SL 75

WHATrsquoS THE KIT

$200 $2-$5

$100

$8-$20

+

copy Daryl Upsall amp Associates SL 76

BACK TO REALITYhellipVIRTUALLY

copy Daryl Upsall amp Associates SL 77

LET ME INTRODUCE YOU TO SIDRAhellip

77

copy Daryl Upsall amp Associates SL 78

SO HOW CAN SIDRA HELP US TO HELP CHILDREN LIKE HER

78

copy Daryl Upsall amp Associates SL 79

VIRTUAL REALITYhellipMAKING A DIFFRENCE

This experience has opened us doors to make recruitment with Face to Face in companies from our corporate alliances hellip and in the case of telcos this VR activity puts UNICEF closer to their business Rocio Salinas Asensio UNICEF Spain

copy Daryl Upsall amp Associates SL 80 80

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 81

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 82

HOW COULD YOU USE A VR EXPERIENCE

82

bull Where bull Who bull How bull What else

copy Daryl Upsall amp Associates SL 83

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 84

FOCUS ON DONOR LOYALTY AND DEVELOPMENT

copy Daryl Upsall amp Associates SL 85

donors

BUT WE HAVE A PROBLEM

copy Daryl Upsall amp Associates SL 86

RETENTION IS THE NEW ACQUISITION CUSTOMER SERVICE IS THE NEW MARKETING - JOE CONNELLY

copy Daryl Upsall amp Associates SL 87 87 87

F2F WELCOME CALL

bull Thanks the donor again bull Reinforces the charity message bull Lets donors know that you like to

listen to them and donrsquot always ask for money

bull Provides more insight into donor motivations

bull Reality check on the donorrsquos understanding of the long term commitment

bull Enhances and confirms data Reduces Early Attritionconsiderably

copy Daryl Upsall amp Associates SL 88

DONOR COMMUNICATIONS

How a new committed

donor is approached and recruited is a key determinant of all subsequent communications

copy Daryl Upsall amp Associates SL 89 89

KEY FACTORS - ENGAGING DONORS

bull Sending the right communications

bull At the right frequency bull With the right message bull In the most suitable

mediumhellipnamely telephone SMS email web

copy Daryl Upsall amp Associates SL 90

DONORS RESPOND DIFFERENTLYhellip SO NEED TO BE TREATED DIFFERENTLY

bull Direct mailpress advert recruited donors are likely to respond better to communications by mail and printed communications

bull New media recruited donors will respond better to emails and text

bull Face to face donors respond best to the telephone

90

copy Daryl Upsall amp Associates SL 91

DONOR COMMUNICATIONS

Face to face recruited donors normally are not interested in printed communication in new media and especially telephone

It is a continuation of the

ldquoconversationrdquo and ldquodialoguerdquo with the charity

copy Daryl Upsall amp Associates SL 92

DONOR COMMUNICATIONS ampldquoTOUCH POINTSrdquo

Research across 100s of NGOs in many countries consistently show that if a donor has more ldquopositive contactsrdquo or ldquotouch pointsrdquo it ndash Builds trust and loyalty ndash Increases responses rates to

appeals and upgrades ndash Reduces attrition ndash Develops the donor journey ndash Increases lifetime value

copy Daryl Upsall amp Associates SL 93

CALLING DONORS

93

Benefits bull Data validation (financial

e-mail phone address) bull Quicker data transfer and

processing bull Immediate welcome

communication bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 94

LISTEN amp OFFER CHOICE

Listen bull Encourage donors to call

write blog etc ndash but make sure you are ready for it

bull Survey donor bull Call them and ask their

opinion or just how they are bull Let them input (eg

Greenpeace ship naming)

Offer choice bull By which method are

communicated with bull How often the are

communicated with bull How they want to

engagehellipor not bull Even offer donation

holidays and downgrades in tough times

94

copy Daryl Upsall amp Associates SL 95

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 96

THANK YOU ndash MEMBER GET MEMBER CALL

bull Normally 20 give names and telephone numbers of 2 people (that means 40 out of all the contacted)

bull 15 of those called convert to monthly donors

copy Daryl Upsall amp Associates SL 97

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 98

MAXIMISING DONOR LIFETIME VALUE

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

98 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 35

POSITIVE PRE- CAMPAIGN MEDIA - UNICEF SPAIN

ldquoExcuse me would you like to become a member of a charity San Sebastian Spain

copy Daryl Upsall amp Associates SL 36

copy Daryl Upsall amp Associates SL 37

Save the Children UK

copy Daryl Upsall amp Associates SL 38

Save the Children UK

copy Daryl Upsall amp Associates SL 39

copy Daryl Upsall amp Associates SL 40

HONG KONG F2F MONTHLY GIVING ALLIANCE

copy Daryl Upsall amp Associates SL 41

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 42

DIVERSIFICATION OF LOCATIONS AND PRESENCE

copy Daryl Upsall amp Associates SL 43 43

DIVERSIFICATION

copy Daryl Upsall amp Associates SL 44 44

DOOR TO DOOR (D2D)

Benefits bull Audience segmentation bull Higher average donor age bull Data availability bull Opportunities beyond large

urban centres bull Suitable for wider range of

fundraiser profiles bull Better fulfilment and

attrition rates

copy Daryl Upsall amp Associates SL 45 45

DOOR TO DOOR (D2D)

Challenges bull Specific housing and

demographic issues bull Security concerns and

access to donors bull Working schedules to

engage with employed donors

bull Self-exclusion or opt-out bull Legal issues

copy Daryl Upsall amp Associates SL 46 46

PRIVATE SITES Corporate

Retail

Events

copy Daryl Upsall amp Associates SL 47

Benefits bull Audience segmentation (eg B2B airport

venues etc) bull Access to multiple sites through single

agreement bull Opportunities to benefit from (and

strengthen) corporate relationships bull Potential for more innovative and interactive

engagement bull Weather-proofing bull Secure environment bull Geographical spread bull Generally higher productivity and donor

quality bull Legitimacy and credibility

PRIVATE SITES

copy Daryl Upsall amp Associates SL 48

bull Challenges bull Restricted access to sites (resource

intensive booking process) bull Potential costs for venue space

(especially shopping malls and events)

bull Barriers to scale-up bull Restrictions to movement bull Additional stand materials bull Fundraiser profiles training and

quality control

PRIVATE SITES

copy Daryl Upsall amp Associates SL 49

ROAMING TEAMS

49

bull Access to new audiences bull Higher productivity bull Motivating for fundraisers

copy Daryl Upsall amp Associates SL 50

OUT WITH THE OLD

copy Daryl Upsall amp Associates SL 51

HOUSTON GALLERIA WORLD VISION US

IN WITH THE NEW

copy Daryl Upsall amp Associates SL 52

SAVE THE CHILDREN - BOSTON

copy Daryl Upsall amp Associates SL 53

WORLD VISION SEATTLE 2012 ndashFOCUSED ON MICRO LOANS

copy Daryl Upsall amp Associates SL 54

HEART amp STROKE FOUNDATION - CANADA

copy Daryl Upsall amp Associates SL 55

copy Daryl Upsall amp Associates SL 56

WORLD VISION SEATTLE FOCUSED ON GIFT CATALOGUE

copy Daryl Upsall amp Associates SL 57

FACE TO FACE FUNDRAISING TODAYhellip AND TOMORROW

copy Daryl Upsall amp Associates SL 58

copy Daryl Upsall amp Associates SL 59

copy Daryl Upsall amp Associates SL 60

copy Daryl Upsall amp Associates SL 61

copy Daryl Upsall amp Associates SL 62 62

MORE INTERACTIVE AND ENGAGING APPROACH

copy Daryl Upsall amp Associates SL 63

10kg

5kg

normal 1-year old child

malnutrition 1-year old child

Comparing weight mid-upper arm of malnutrition and normal 1-year old child using doll+baby carrier

copy Daryl Upsall amp Associates SL 64

F2F TOTAL ENGAGEMENThellipIN BRAZIL

64

copy Daryl Upsall amp Associates SL 65

copy Daryl Upsall amp Associates SL 66

copy Daryl Upsall amp Associates SL 67

copy Daryl Upsall amp Associates SL 68

copy Daryl Upsall amp Associates SL 69

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 70

copy Daryl Upsall amp Associates SL 71

VIRTUAL REALITY ndash WELCOME TO THE FUTURE

71

copy Daryl Upsall amp Associates SL 72

copy Daryl Upsall amp Associates SL 73

FROM THENhellip

73

hellipTO NOW

copy Daryl Upsall amp Associates SL 74

WHATrsquoS THE TECHNOLOGY

copy Daryl Upsall amp Associates SL 75

WHATrsquoS THE KIT

$200 $2-$5

$100

$8-$20

+

copy Daryl Upsall amp Associates SL 76

BACK TO REALITYhellipVIRTUALLY

copy Daryl Upsall amp Associates SL 77

LET ME INTRODUCE YOU TO SIDRAhellip

77

copy Daryl Upsall amp Associates SL 78

SO HOW CAN SIDRA HELP US TO HELP CHILDREN LIKE HER

78

copy Daryl Upsall amp Associates SL 79

VIRTUAL REALITYhellipMAKING A DIFFRENCE

This experience has opened us doors to make recruitment with Face to Face in companies from our corporate alliances hellip and in the case of telcos this VR activity puts UNICEF closer to their business Rocio Salinas Asensio UNICEF Spain

copy Daryl Upsall amp Associates SL 80 80

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 81

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 82

HOW COULD YOU USE A VR EXPERIENCE

82

bull Where bull Who bull How bull What else

copy Daryl Upsall amp Associates SL 83

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 84

FOCUS ON DONOR LOYALTY AND DEVELOPMENT

copy Daryl Upsall amp Associates SL 85

donors

BUT WE HAVE A PROBLEM

copy Daryl Upsall amp Associates SL 86

RETENTION IS THE NEW ACQUISITION CUSTOMER SERVICE IS THE NEW MARKETING - JOE CONNELLY

copy Daryl Upsall amp Associates SL 87 87 87

F2F WELCOME CALL

bull Thanks the donor again bull Reinforces the charity message bull Lets donors know that you like to

listen to them and donrsquot always ask for money

bull Provides more insight into donor motivations

bull Reality check on the donorrsquos understanding of the long term commitment

bull Enhances and confirms data Reduces Early Attritionconsiderably

copy Daryl Upsall amp Associates SL 88

DONOR COMMUNICATIONS

How a new committed

donor is approached and recruited is a key determinant of all subsequent communications

copy Daryl Upsall amp Associates SL 89 89

KEY FACTORS - ENGAGING DONORS

bull Sending the right communications

bull At the right frequency bull With the right message bull In the most suitable

mediumhellipnamely telephone SMS email web

copy Daryl Upsall amp Associates SL 90

DONORS RESPOND DIFFERENTLYhellip SO NEED TO BE TREATED DIFFERENTLY

bull Direct mailpress advert recruited donors are likely to respond better to communications by mail and printed communications

bull New media recruited donors will respond better to emails and text

bull Face to face donors respond best to the telephone

90

copy Daryl Upsall amp Associates SL 91

DONOR COMMUNICATIONS

Face to face recruited donors normally are not interested in printed communication in new media and especially telephone

It is a continuation of the

ldquoconversationrdquo and ldquodialoguerdquo with the charity

copy Daryl Upsall amp Associates SL 92

DONOR COMMUNICATIONS ampldquoTOUCH POINTSrdquo

Research across 100s of NGOs in many countries consistently show that if a donor has more ldquopositive contactsrdquo or ldquotouch pointsrdquo it ndash Builds trust and loyalty ndash Increases responses rates to

appeals and upgrades ndash Reduces attrition ndash Develops the donor journey ndash Increases lifetime value

copy Daryl Upsall amp Associates SL 93

CALLING DONORS

93

Benefits bull Data validation (financial

e-mail phone address) bull Quicker data transfer and

processing bull Immediate welcome

communication bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 94

LISTEN amp OFFER CHOICE

Listen bull Encourage donors to call

write blog etc ndash but make sure you are ready for it

bull Survey donor bull Call them and ask their

opinion or just how they are bull Let them input (eg

Greenpeace ship naming)

Offer choice bull By which method are

communicated with bull How often the are

communicated with bull How they want to

engagehellipor not bull Even offer donation

holidays and downgrades in tough times

94

copy Daryl Upsall amp Associates SL 95

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 96

THANK YOU ndash MEMBER GET MEMBER CALL

bull Normally 20 give names and telephone numbers of 2 people (that means 40 out of all the contacted)

bull 15 of those called convert to monthly donors

copy Daryl Upsall amp Associates SL 97

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 98

MAXIMISING DONOR LIFETIME VALUE

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

98 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 36

copy Daryl Upsall amp Associates SL 37

Save the Children UK

copy Daryl Upsall amp Associates SL 38

Save the Children UK

copy Daryl Upsall amp Associates SL 39

copy Daryl Upsall amp Associates SL 40

HONG KONG F2F MONTHLY GIVING ALLIANCE

copy Daryl Upsall amp Associates SL 41

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 42

DIVERSIFICATION OF LOCATIONS AND PRESENCE

copy Daryl Upsall amp Associates SL 43 43

DIVERSIFICATION

copy Daryl Upsall amp Associates SL 44 44

DOOR TO DOOR (D2D)

Benefits bull Audience segmentation bull Higher average donor age bull Data availability bull Opportunities beyond large

urban centres bull Suitable for wider range of

fundraiser profiles bull Better fulfilment and

attrition rates

copy Daryl Upsall amp Associates SL 45 45

DOOR TO DOOR (D2D)

Challenges bull Specific housing and

demographic issues bull Security concerns and

access to donors bull Working schedules to

engage with employed donors

bull Self-exclusion or opt-out bull Legal issues

copy Daryl Upsall amp Associates SL 46 46

PRIVATE SITES Corporate

Retail

Events

copy Daryl Upsall amp Associates SL 47

Benefits bull Audience segmentation (eg B2B airport

venues etc) bull Access to multiple sites through single

agreement bull Opportunities to benefit from (and

strengthen) corporate relationships bull Potential for more innovative and interactive

engagement bull Weather-proofing bull Secure environment bull Geographical spread bull Generally higher productivity and donor

quality bull Legitimacy and credibility

PRIVATE SITES

copy Daryl Upsall amp Associates SL 48

bull Challenges bull Restricted access to sites (resource

intensive booking process) bull Potential costs for venue space

(especially shopping malls and events)

bull Barriers to scale-up bull Restrictions to movement bull Additional stand materials bull Fundraiser profiles training and

quality control

PRIVATE SITES

copy Daryl Upsall amp Associates SL 49

ROAMING TEAMS

49

bull Access to new audiences bull Higher productivity bull Motivating for fundraisers

copy Daryl Upsall amp Associates SL 50

OUT WITH THE OLD

copy Daryl Upsall amp Associates SL 51

HOUSTON GALLERIA WORLD VISION US

IN WITH THE NEW

copy Daryl Upsall amp Associates SL 52

SAVE THE CHILDREN - BOSTON

copy Daryl Upsall amp Associates SL 53

WORLD VISION SEATTLE 2012 ndashFOCUSED ON MICRO LOANS

copy Daryl Upsall amp Associates SL 54

HEART amp STROKE FOUNDATION - CANADA

copy Daryl Upsall amp Associates SL 55

copy Daryl Upsall amp Associates SL 56

WORLD VISION SEATTLE FOCUSED ON GIFT CATALOGUE

copy Daryl Upsall amp Associates SL 57

FACE TO FACE FUNDRAISING TODAYhellip AND TOMORROW

copy Daryl Upsall amp Associates SL 58

copy Daryl Upsall amp Associates SL 59

copy Daryl Upsall amp Associates SL 60

copy Daryl Upsall amp Associates SL 61

copy Daryl Upsall amp Associates SL 62 62

MORE INTERACTIVE AND ENGAGING APPROACH

copy Daryl Upsall amp Associates SL 63

10kg

5kg

normal 1-year old child

malnutrition 1-year old child

Comparing weight mid-upper arm of malnutrition and normal 1-year old child using doll+baby carrier

copy Daryl Upsall amp Associates SL 64

F2F TOTAL ENGAGEMENThellipIN BRAZIL

64

copy Daryl Upsall amp Associates SL 65

copy Daryl Upsall amp Associates SL 66

copy Daryl Upsall amp Associates SL 67

copy Daryl Upsall amp Associates SL 68

copy Daryl Upsall amp Associates SL 69

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 70

copy Daryl Upsall amp Associates SL 71

VIRTUAL REALITY ndash WELCOME TO THE FUTURE

71

copy Daryl Upsall amp Associates SL 72

copy Daryl Upsall amp Associates SL 73

FROM THENhellip

73

hellipTO NOW

copy Daryl Upsall amp Associates SL 74

WHATrsquoS THE TECHNOLOGY

copy Daryl Upsall amp Associates SL 75

WHATrsquoS THE KIT

$200 $2-$5

$100

$8-$20

+

copy Daryl Upsall amp Associates SL 76

BACK TO REALITYhellipVIRTUALLY

copy Daryl Upsall amp Associates SL 77

LET ME INTRODUCE YOU TO SIDRAhellip

77

copy Daryl Upsall amp Associates SL 78

SO HOW CAN SIDRA HELP US TO HELP CHILDREN LIKE HER

78

copy Daryl Upsall amp Associates SL 79

VIRTUAL REALITYhellipMAKING A DIFFRENCE

This experience has opened us doors to make recruitment with Face to Face in companies from our corporate alliances hellip and in the case of telcos this VR activity puts UNICEF closer to their business Rocio Salinas Asensio UNICEF Spain

copy Daryl Upsall amp Associates SL 80 80

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 81

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 82

HOW COULD YOU USE A VR EXPERIENCE

82

bull Where bull Who bull How bull What else

copy Daryl Upsall amp Associates SL 83

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 84

FOCUS ON DONOR LOYALTY AND DEVELOPMENT

copy Daryl Upsall amp Associates SL 85

donors

BUT WE HAVE A PROBLEM

copy Daryl Upsall amp Associates SL 86

RETENTION IS THE NEW ACQUISITION CUSTOMER SERVICE IS THE NEW MARKETING - JOE CONNELLY

copy Daryl Upsall amp Associates SL 87 87 87

F2F WELCOME CALL

bull Thanks the donor again bull Reinforces the charity message bull Lets donors know that you like to

listen to them and donrsquot always ask for money

bull Provides more insight into donor motivations

bull Reality check on the donorrsquos understanding of the long term commitment

bull Enhances and confirms data Reduces Early Attritionconsiderably

copy Daryl Upsall amp Associates SL 88

DONOR COMMUNICATIONS

How a new committed

donor is approached and recruited is a key determinant of all subsequent communications

copy Daryl Upsall amp Associates SL 89 89

KEY FACTORS - ENGAGING DONORS

bull Sending the right communications

bull At the right frequency bull With the right message bull In the most suitable

mediumhellipnamely telephone SMS email web

copy Daryl Upsall amp Associates SL 90

DONORS RESPOND DIFFERENTLYhellip SO NEED TO BE TREATED DIFFERENTLY

bull Direct mailpress advert recruited donors are likely to respond better to communications by mail and printed communications

bull New media recruited donors will respond better to emails and text

bull Face to face donors respond best to the telephone

90

copy Daryl Upsall amp Associates SL 91

DONOR COMMUNICATIONS

Face to face recruited donors normally are not interested in printed communication in new media and especially telephone

It is a continuation of the

ldquoconversationrdquo and ldquodialoguerdquo with the charity

copy Daryl Upsall amp Associates SL 92

DONOR COMMUNICATIONS ampldquoTOUCH POINTSrdquo

Research across 100s of NGOs in many countries consistently show that if a donor has more ldquopositive contactsrdquo or ldquotouch pointsrdquo it ndash Builds trust and loyalty ndash Increases responses rates to

appeals and upgrades ndash Reduces attrition ndash Develops the donor journey ndash Increases lifetime value

copy Daryl Upsall amp Associates SL 93

CALLING DONORS

93

Benefits bull Data validation (financial

e-mail phone address) bull Quicker data transfer and

processing bull Immediate welcome

communication bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 94

LISTEN amp OFFER CHOICE

Listen bull Encourage donors to call

write blog etc ndash but make sure you are ready for it

bull Survey donor bull Call them and ask their

opinion or just how they are bull Let them input (eg

Greenpeace ship naming)

Offer choice bull By which method are

communicated with bull How often the are

communicated with bull How they want to

engagehellipor not bull Even offer donation

holidays and downgrades in tough times

94

copy Daryl Upsall amp Associates SL 95

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 96

THANK YOU ndash MEMBER GET MEMBER CALL

bull Normally 20 give names and telephone numbers of 2 people (that means 40 out of all the contacted)

bull 15 of those called convert to monthly donors

copy Daryl Upsall amp Associates SL 97

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 98

MAXIMISING DONOR LIFETIME VALUE

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

98 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 37

Save the Children UK

copy Daryl Upsall amp Associates SL 38

Save the Children UK

copy Daryl Upsall amp Associates SL 39

copy Daryl Upsall amp Associates SL 40

HONG KONG F2F MONTHLY GIVING ALLIANCE

copy Daryl Upsall amp Associates SL 41

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 42

DIVERSIFICATION OF LOCATIONS AND PRESENCE

copy Daryl Upsall amp Associates SL 43 43

DIVERSIFICATION

copy Daryl Upsall amp Associates SL 44 44

DOOR TO DOOR (D2D)

Benefits bull Audience segmentation bull Higher average donor age bull Data availability bull Opportunities beyond large

urban centres bull Suitable for wider range of

fundraiser profiles bull Better fulfilment and

attrition rates

copy Daryl Upsall amp Associates SL 45 45

DOOR TO DOOR (D2D)

Challenges bull Specific housing and

demographic issues bull Security concerns and

access to donors bull Working schedules to

engage with employed donors

bull Self-exclusion or opt-out bull Legal issues

copy Daryl Upsall amp Associates SL 46 46

PRIVATE SITES Corporate

Retail

Events

copy Daryl Upsall amp Associates SL 47

Benefits bull Audience segmentation (eg B2B airport

venues etc) bull Access to multiple sites through single

agreement bull Opportunities to benefit from (and

strengthen) corporate relationships bull Potential for more innovative and interactive

engagement bull Weather-proofing bull Secure environment bull Geographical spread bull Generally higher productivity and donor

quality bull Legitimacy and credibility

PRIVATE SITES

copy Daryl Upsall amp Associates SL 48

bull Challenges bull Restricted access to sites (resource

intensive booking process) bull Potential costs for venue space

(especially shopping malls and events)

bull Barriers to scale-up bull Restrictions to movement bull Additional stand materials bull Fundraiser profiles training and

quality control

PRIVATE SITES

copy Daryl Upsall amp Associates SL 49

ROAMING TEAMS

49

bull Access to new audiences bull Higher productivity bull Motivating for fundraisers

copy Daryl Upsall amp Associates SL 50

OUT WITH THE OLD

copy Daryl Upsall amp Associates SL 51

HOUSTON GALLERIA WORLD VISION US

IN WITH THE NEW

copy Daryl Upsall amp Associates SL 52

SAVE THE CHILDREN - BOSTON

copy Daryl Upsall amp Associates SL 53

WORLD VISION SEATTLE 2012 ndashFOCUSED ON MICRO LOANS

copy Daryl Upsall amp Associates SL 54

HEART amp STROKE FOUNDATION - CANADA

copy Daryl Upsall amp Associates SL 55

copy Daryl Upsall amp Associates SL 56

WORLD VISION SEATTLE FOCUSED ON GIFT CATALOGUE

copy Daryl Upsall amp Associates SL 57

FACE TO FACE FUNDRAISING TODAYhellip AND TOMORROW

copy Daryl Upsall amp Associates SL 58

copy Daryl Upsall amp Associates SL 59

copy Daryl Upsall amp Associates SL 60

copy Daryl Upsall amp Associates SL 61

copy Daryl Upsall amp Associates SL 62 62

MORE INTERACTIVE AND ENGAGING APPROACH

copy Daryl Upsall amp Associates SL 63

10kg

5kg

normal 1-year old child

malnutrition 1-year old child

Comparing weight mid-upper arm of malnutrition and normal 1-year old child using doll+baby carrier

copy Daryl Upsall amp Associates SL 64

F2F TOTAL ENGAGEMENThellipIN BRAZIL

64

copy Daryl Upsall amp Associates SL 65

copy Daryl Upsall amp Associates SL 66

copy Daryl Upsall amp Associates SL 67

copy Daryl Upsall amp Associates SL 68

copy Daryl Upsall amp Associates SL 69

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 70

copy Daryl Upsall amp Associates SL 71

VIRTUAL REALITY ndash WELCOME TO THE FUTURE

71

copy Daryl Upsall amp Associates SL 72

copy Daryl Upsall amp Associates SL 73

FROM THENhellip

73

hellipTO NOW

copy Daryl Upsall amp Associates SL 74

WHATrsquoS THE TECHNOLOGY

copy Daryl Upsall amp Associates SL 75

WHATrsquoS THE KIT

$200 $2-$5

$100

$8-$20

+

copy Daryl Upsall amp Associates SL 76

BACK TO REALITYhellipVIRTUALLY

copy Daryl Upsall amp Associates SL 77

LET ME INTRODUCE YOU TO SIDRAhellip

77

copy Daryl Upsall amp Associates SL 78

SO HOW CAN SIDRA HELP US TO HELP CHILDREN LIKE HER

78

copy Daryl Upsall amp Associates SL 79

VIRTUAL REALITYhellipMAKING A DIFFRENCE

This experience has opened us doors to make recruitment with Face to Face in companies from our corporate alliances hellip and in the case of telcos this VR activity puts UNICEF closer to their business Rocio Salinas Asensio UNICEF Spain

copy Daryl Upsall amp Associates SL 80 80

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 81

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 82

HOW COULD YOU USE A VR EXPERIENCE

82

bull Where bull Who bull How bull What else

copy Daryl Upsall amp Associates SL 83

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 84

FOCUS ON DONOR LOYALTY AND DEVELOPMENT

copy Daryl Upsall amp Associates SL 85

donors

BUT WE HAVE A PROBLEM

copy Daryl Upsall amp Associates SL 86

RETENTION IS THE NEW ACQUISITION CUSTOMER SERVICE IS THE NEW MARKETING - JOE CONNELLY

copy Daryl Upsall amp Associates SL 87 87 87

F2F WELCOME CALL

bull Thanks the donor again bull Reinforces the charity message bull Lets donors know that you like to

listen to them and donrsquot always ask for money

bull Provides more insight into donor motivations

bull Reality check on the donorrsquos understanding of the long term commitment

bull Enhances and confirms data Reduces Early Attritionconsiderably

copy Daryl Upsall amp Associates SL 88

DONOR COMMUNICATIONS

How a new committed

donor is approached and recruited is a key determinant of all subsequent communications

copy Daryl Upsall amp Associates SL 89 89

KEY FACTORS - ENGAGING DONORS

bull Sending the right communications

bull At the right frequency bull With the right message bull In the most suitable

mediumhellipnamely telephone SMS email web

copy Daryl Upsall amp Associates SL 90

DONORS RESPOND DIFFERENTLYhellip SO NEED TO BE TREATED DIFFERENTLY

bull Direct mailpress advert recruited donors are likely to respond better to communications by mail and printed communications

bull New media recruited donors will respond better to emails and text

bull Face to face donors respond best to the telephone

90

copy Daryl Upsall amp Associates SL 91

DONOR COMMUNICATIONS

Face to face recruited donors normally are not interested in printed communication in new media and especially telephone

It is a continuation of the

ldquoconversationrdquo and ldquodialoguerdquo with the charity

copy Daryl Upsall amp Associates SL 92

DONOR COMMUNICATIONS ampldquoTOUCH POINTSrdquo

Research across 100s of NGOs in many countries consistently show that if a donor has more ldquopositive contactsrdquo or ldquotouch pointsrdquo it ndash Builds trust and loyalty ndash Increases responses rates to

appeals and upgrades ndash Reduces attrition ndash Develops the donor journey ndash Increases lifetime value

copy Daryl Upsall amp Associates SL 93

CALLING DONORS

93

Benefits bull Data validation (financial

e-mail phone address) bull Quicker data transfer and

processing bull Immediate welcome

communication bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 94

LISTEN amp OFFER CHOICE

Listen bull Encourage donors to call

write blog etc ndash but make sure you are ready for it

bull Survey donor bull Call them and ask their

opinion or just how they are bull Let them input (eg

Greenpeace ship naming)

Offer choice bull By which method are

communicated with bull How often the are

communicated with bull How they want to

engagehellipor not bull Even offer donation

holidays and downgrades in tough times

94

copy Daryl Upsall amp Associates SL 95

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 96

THANK YOU ndash MEMBER GET MEMBER CALL

bull Normally 20 give names and telephone numbers of 2 people (that means 40 out of all the contacted)

bull 15 of those called convert to monthly donors

copy Daryl Upsall amp Associates SL 97

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 98

MAXIMISING DONOR LIFETIME VALUE

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

98 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 38

Save the Children UK

copy Daryl Upsall amp Associates SL 39

copy Daryl Upsall amp Associates SL 40

HONG KONG F2F MONTHLY GIVING ALLIANCE

copy Daryl Upsall amp Associates SL 41

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 42

DIVERSIFICATION OF LOCATIONS AND PRESENCE

copy Daryl Upsall amp Associates SL 43 43

DIVERSIFICATION

copy Daryl Upsall amp Associates SL 44 44

DOOR TO DOOR (D2D)

Benefits bull Audience segmentation bull Higher average donor age bull Data availability bull Opportunities beyond large

urban centres bull Suitable for wider range of

fundraiser profiles bull Better fulfilment and

attrition rates

copy Daryl Upsall amp Associates SL 45 45

DOOR TO DOOR (D2D)

Challenges bull Specific housing and

demographic issues bull Security concerns and

access to donors bull Working schedules to

engage with employed donors

bull Self-exclusion or opt-out bull Legal issues

copy Daryl Upsall amp Associates SL 46 46

PRIVATE SITES Corporate

Retail

Events

copy Daryl Upsall amp Associates SL 47

Benefits bull Audience segmentation (eg B2B airport

venues etc) bull Access to multiple sites through single

agreement bull Opportunities to benefit from (and

strengthen) corporate relationships bull Potential for more innovative and interactive

engagement bull Weather-proofing bull Secure environment bull Geographical spread bull Generally higher productivity and donor

quality bull Legitimacy and credibility

PRIVATE SITES

copy Daryl Upsall amp Associates SL 48

bull Challenges bull Restricted access to sites (resource

intensive booking process) bull Potential costs for venue space

(especially shopping malls and events)

bull Barriers to scale-up bull Restrictions to movement bull Additional stand materials bull Fundraiser profiles training and

quality control

PRIVATE SITES

copy Daryl Upsall amp Associates SL 49

ROAMING TEAMS

49

bull Access to new audiences bull Higher productivity bull Motivating for fundraisers

copy Daryl Upsall amp Associates SL 50

OUT WITH THE OLD

copy Daryl Upsall amp Associates SL 51

HOUSTON GALLERIA WORLD VISION US

IN WITH THE NEW

copy Daryl Upsall amp Associates SL 52

SAVE THE CHILDREN - BOSTON

copy Daryl Upsall amp Associates SL 53

WORLD VISION SEATTLE 2012 ndashFOCUSED ON MICRO LOANS

copy Daryl Upsall amp Associates SL 54

HEART amp STROKE FOUNDATION - CANADA

copy Daryl Upsall amp Associates SL 55

copy Daryl Upsall amp Associates SL 56

WORLD VISION SEATTLE FOCUSED ON GIFT CATALOGUE

copy Daryl Upsall amp Associates SL 57

FACE TO FACE FUNDRAISING TODAYhellip AND TOMORROW

copy Daryl Upsall amp Associates SL 58

copy Daryl Upsall amp Associates SL 59

copy Daryl Upsall amp Associates SL 60

copy Daryl Upsall amp Associates SL 61

copy Daryl Upsall amp Associates SL 62 62

MORE INTERACTIVE AND ENGAGING APPROACH

copy Daryl Upsall amp Associates SL 63

10kg

5kg

normal 1-year old child

malnutrition 1-year old child

Comparing weight mid-upper arm of malnutrition and normal 1-year old child using doll+baby carrier

copy Daryl Upsall amp Associates SL 64

F2F TOTAL ENGAGEMENThellipIN BRAZIL

64

copy Daryl Upsall amp Associates SL 65

copy Daryl Upsall amp Associates SL 66

copy Daryl Upsall amp Associates SL 67

copy Daryl Upsall amp Associates SL 68

copy Daryl Upsall amp Associates SL 69

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 70

copy Daryl Upsall amp Associates SL 71

VIRTUAL REALITY ndash WELCOME TO THE FUTURE

71

copy Daryl Upsall amp Associates SL 72

copy Daryl Upsall amp Associates SL 73

FROM THENhellip

73

hellipTO NOW

copy Daryl Upsall amp Associates SL 74

WHATrsquoS THE TECHNOLOGY

copy Daryl Upsall amp Associates SL 75

WHATrsquoS THE KIT

$200 $2-$5

$100

$8-$20

+

copy Daryl Upsall amp Associates SL 76

BACK TO REALITYhellipVIRTUALLY

copy Daryl Upsall amp Associates SL 77

LET ME INTRODUCE YOU TO SIDRAhellip

77

copy Daryl Upsall amp Associates SL 78

SO HOW CAN SIDRA HELP US TO HELP CHILDREN LIKE HER

78

copy Daryl Upsall amp Associates SL 79

VIRTUAL REALITYhellipMAKING A DIFFRENCE

This experience has opened us doors to make recruitment with Face to Face in companies from our corporate alliances hellip and in the case of telcos this VR activity puts UNICEF closer to their business Rocio Salinas Asensio UNICEF Spain

copy Daryl Upsall amp Associates SL 80 80

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 81

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 82

HOW COULD YOU USE A VR EXPERIENCE

82

bull Where bull Who bull How bull What else

copy Daryl Upsall amp Associates SL 83

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 84

FOCUS ON DONOR LOYALTY AND DEVELOPMENT

copy Daryl Upsall amp Associates SL 85

donors

BUT WE HAVE A PROBLEM

copy Daryl Upsall amp Associates SL 86

RETENTION IS THE NEW ACQUISITION CUSTOMER SERVICE IS THE NEW MARKETING - JOE CONNELLY

copy Daryl Upsall amp Associates SL 87 87 87

F2F WELCOME CALL

bull Thanks the donor again bull Reinforces the charity message bull Lets donors know that you like to

listen to them and donrsquot always ask for money

bull Provides more insight into donor motivations

bull Reality check on the donorrsquos understanding of the long term commitment

bull Enhances and confirms data Reduces Early Attritionconsiderably

copy Daryl Upsall amp Associates SL 88

DONOR COMMUNICATIONS

How a new committed

donor is approached and recruited is a key determinant of all subsequent communications

copy Daryl Upsall amp Associates SL 89 89

KEY FACTORS - ENGAGING DONORS

bull Sending the right communications

bull At the right frequency bull With the right message bull In the most suitable

mediumhellipnamely telephone SMS email web

copy Daryl Upsall amp Associates SL 90

DONORS RESPOND DIFFERENTLYhellip SO NEED TO BE TREATED DIFFERENTLY

bull Direct mailpress advert recruited donors are likely to respond better to communications by mail and printed communications

bull New media recruited donors will respond better to emails and text

bull Face to face donors respond best to the telephone

90

copy Daryl Upsall amp Associates SL 91

DONOR COMMUNICATIONS

Face to face recruited donors normally are not interested in printed communication in new media and especially telephone

It is a continuation of the

ldquoconversationrdquo and ldquodialoguerdquo with the charity

copy Daryl Upsall amp Associates SL 92

DONOR COMMUNICATIONS ampldquoTOUCH POINTSrdquo

Research across 100s of NGOs in many countries consistently show that if a donor has more ldquopositive contactsrdquo or ldquotouch pointsrdquo it ndash Builds trust and loyalty ndash Increases responses rates to

appeals and upgrades ndash Reduces attrition ndash Develops the donor journey ndash Increases lifetime value

copy Daryl Upsall amp Associates SL 93

CALLING DONORS

93

Benefits bull Data validation (financial

e-mail phone address) bull Quicker data transfer and

processing bull Immediate welcome

communication bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 94

LISTEN amp OFFER CHOICE

Listen bull Encourage donors to call

write blog etc ndash but make sure you are ready for it

bull Survey donor bull Call them and ask their

opinion or just how they are bull Let them input (eg

Greenpeace ship naming)

Offer choice bull By which method are

communicated with bull How often the are

communicated with bull How they want to

engagehellipor not bull Even offer donation

holidays and downgrades in tough times

94

copy Daryl Upsall amp Associates SL 95

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 96

THANK YOU ndash MEMBER GET MEMBER CALL

bull Normally 20 give names and telephone numbers of 2 people (that means 40 out of all the contacted)

bull 15 of those called convert to monthly donors

copy Daryl Upsall amp Associates SL 97

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 98

MAXIMISING DONOR LIFETIME VALUE

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

98 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 39

copy Daryl Upsall amp Associates SL 40

HONG KONG F2F MONTHLY GIVING ALLIANCE

copy Daryl Upsall amp Associates SL 41

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 42

DIVERSIFICATION OF LOCATIONS AND PRESENCE

copy Daryl Upsall amp Associates SL 43 43

DIVERSIFICATION

copy Daryl Upsall amp Associates SL 44 44

DOOR TO DOOR (D2D)

Benefits bull Audience segmentation bull Higher average donor age bull Data availability bull Opportunities beyond large

urban centres bull Suitable for wider range of

fundraiser profiles bull Better fulfilment and

attrition rates

copy Daryl Upsall amp Associates SL 45 45

DOOR TO DOOR (D2D)

Challenges bull Specific housing and

demographic issues bull Security concerns and

access to donors bull Working schedules to

engage with employed donors

bull Self-exclusion or opt-out bull Legal issues

copy Daryl Upsall amp Associates SL 46 46

PRIVATE SITES Corporate

Retail

Events

copy Daryl Upsall amp Associates SL 47

Benefits bull Audience segmentation (eg B2B airport

venues etc) bull Access to multiple sites through single

agreement bull Opportunities to benefit from (and

strengthen) corporate relationships bull Potential for more innovative and interactive

engagement bull Weather-proofing bull Secure environment bull Geographical spread bull Generally higher productivity and donor

quality bull Legitimacy and credibility

PRIVATE SITES

copy Daryl Upsall amp Associates SL 48

bull Challenges bull Restricted access to sites (resource

intensive booking process) bull Potential costs for venue space

(especially shopping malls and events)

bull Barriers to scale-up bull Restrictions to movement bull Additional stand materials bull Fundraiser profiles training and

quality control

PRIVATE SITES

copy Daryl Upsall amp Associates SL 49

ROAMING TEAMS

49

bull Access to new audiences bull Higher productivity bull Motivating for fundraisers

copy Daryl Upsall amp Associates SL 50

OUT WITH THE OLD

copy Daryl Upsall amp Associates SL 51

HOUSTON GALLERIA WORLD VISION US

IN WITH THE NEW

copy Daryl Upsall amp Associates SL 52

SAVE THE CHILDREN - BOSTON

copy Daryl Upsall amp Associates SL 53

WORLD VISION SEATTLE 2012 ndashFOCUSED ON MICRO LOANS

copy Daryl Upsall amp Associates SL 54

HEART amp STROKE FOUNDATION - CANADA

copy Daryl Upsall amp Associates SL 55

copy Daryl Upsall amp Associates SL 56

WORLD VISION SEATTLE FOCUSED ON GIFT CATALOGUE

copy Daryl Upsall amp Associates SL 57

FACE TO FACE FUNDRAISING TODAYhellip AND TOMORROW

copy Daryl Upsall amp Associates SL 58

copy Daryl Upsall amp Associates SL 59

copy Daryl Upsall amp Associates SL 60

copy Daryl Upsall amp Associates SL 61

copy Daryl Upsall amp Associates SL 62 62

MORE INTERACTIVE AND ENGAGING APPROACH

copy Daryl Upsall amp Associates SL 63

10kg

5kg

normal 1-year old child

malnutrition 1-year old child

Comparing weight mid-upper arm of malnutrition and normal 1-year old child using doll+baby carrier

copy Daryl Upsall amp Associates SL 64

F2F TOTAL ENGAGEMENThellipIN BRAZIL

64

copy Daryl Upsall amp Associates SL 65

copy Daryl Upsall amp Associates SL 66

copy Daryl Upsall amp Associates SL 67

copy Daryl Upsall amp Associates SL 68

copy Daryl Upsall amp Associates SL 69

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 70

copy Daryl Upsall amp Associates SL 71

VIRTUAL REALITY ndash WELCOME TO THE FUTURE

71

copy Daryl Upsall amp Associates SL 72

copy Daryl Upsall amp Associates SL 73

FROM THENhellip

73

hellipTO NOW

copy Daryl Upsall amp Associates SL 74

WHATrsquoS THE TECHNOLOGY

copy Daryl Upsall amp Associates SL 75

WHATrsquoS THE KIT

$200 $2-$5

$100

$8-$20

+

copy Daryl Upsall amp Associates SL 76

BACK TO REALITYhellipVIRTUALLY

copy Daryl Upsall amp Associates SL 77

LET ME INTRODUCE YOU TO SIDRAhellip

77

copy Daryl Upsall amp Associates SL 78

SO HOW CAN SIDRA HELP US TO HELP CHILDREN LIKE HER

78

copy Daryl Upsall amp Associates SL 79

VIRTUAL REALITYhellipMAKING A DIFFRENCE

This experience has opened us doors to make recruitment with Face to Face in companies from our corporate alliances hellip and in the case of telcos this VR activity puts UNICEF closer to their business Rocio Salinas Asensio UNICEF Spain

copy Daryl Upsall amp Associates SL 80 80

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 81

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 82

HOW COULD YOU USE A VR EXPERIENCE

82

bull Where bull Who bull How bull What else

copy Daryl Upsall amp Associates SL 83

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 84

FOCUS ON DONOR LOYALTY AND DEVELOPMENT

copy Daryl Upsall amp Associates SL 85

donors

BUT WE HAVE A PROBLEM

copy Daryl Upsall amp Associates SL 86

RETENTION IS THE NEW ACQUISITION CUSTOMER SERVICE IS THE NEW MARKETING - JOE CONNELLY

copy Daryl Upsall amp Associates SL 87 87 87

F2F WELCOME CALL

bull Thanks the donor again bull Reinforces the charity message bull Lets donors know that you like to

listen to them and donrsquot always ask for money

bull Provides more insight into donor motivations

bull Reality check on the donorrsquos understanding of the long term commitment

bull Enhances and confirms data Reduces Early Attritionconsiderably

copy Daryl Upsall amp Associates SL 88

DONOR COMMUNICATIONS

How a new committed

donor is approached and recruited is a key determinant of all subsequent communications

copy Daryl Upsall amp Associates SL 89 89

KEY FACTORS - ENGAGING DONORS

bull Sending the right communications

bull At the right frequency bull With the right message bull In the most suitable

mediumhellipnamely telephone SMS email web

copy Daryl Upsall amp Associates SL 90

DONORS RESPOND DIFFERENTLYhellip SO NEED TO BE TREATED DIFFERENTLY

bull Direct mailpress advert recruited donors are likely to respond better to communications by mail and printed communications

bull New media recruited donors will respond better to emails and text

bull Face to face donors respond best to the telephone

90

copy Daryl Upsall amp Associates SL 91

DONOR COMMUNICATIONS

Face to face recruited donors normally are not interested in printed communication in new media and especially telephone

It is a continuation of the

ldquoconversationrdquo and ldquodialoguerdquo with the charity

copy Daryl Upsall amp Associates SL 92

DONOR COMMUNICATIONS ampldquoTOUCH POINTSrdquo

Research across 100s of NGOs in many countries consistently show that if a donor has more ldquopositive contactsrdquo or ldquotouch pointsrdquo it ndash Builds trust and loyalty ndash Increases responses rates to

appeals and upgrades ndash Reduces attrition ndash Develops the donor journey ndash Increases lifetime value

copy Daryl Upsall amp Associates SL 93

CALLING DONORS

93

Benefits bull Data validation (financial

e-mail phone address) bull Quicker data transfer and

processing bull Immediate welcome

communication bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 94

LISTEN amp OFFER CHOICE

Listen bull Encourage donors to call

write blog etc ndash but make sure you are ready for it

bull Survey donor bull Call them and ask their

opinion or just how they are bull Let them input (eg

Greenpeace ship naming)

Offer choice bull By which method are

communicated with bull How often the are

communicated with bull How they want to

engagehellipor not bull Even offer donation

holidays and downgrades in tough times

94

copy Daryl Upsall amp Associates SL 95

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 96

THANK YOU ndash MEMBER GET MEMBER CALL

bull Normally 20 give names and telephone numbers of 2 people (that means 40 out of all the contacted)

bull 15 of those called convert to monthly donors

copy Daryl Upsall amp Associates SL 97

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 98

MAXIMISING DONOR LIFETIME VALUE

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

98 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 40

HONG KONG F2F MONTHLY GIVING ALLIANCE

copy Daryl Upsall amp Associates SL 41

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 42

DIVERSIFICATION OF LOCATIONS AND PRESENCE

copy Daryl Upsall amp Associates SL 43 43

DIVERSIFICATION

copy Daryl Upsall amp Associates SL 44 44

DOOR TO DOOR (D2D)

Benefits bull Audience segmentation bull Higher average donor age bull Data availability bull Opportunities beyond large

urban centres bull Suitable for wider range of

fundraiser profiles bull Better fulfilment and

attrition rates

copy Daryl Upsall amp Associates SL 45 45

DOOR TO DOOR (D2D)

Challenges bull Specific housing and

demographic issues bull Security concerns and

access to donors bull Working schedules to

engage with employed donors

bull Self-exclusion or opt-out bull Legal issues

copy Daryl Upsall amp Associates SL 46 46

PRIVATE SITES Corporate

Retail

Events

copy Daryl Upsall amp Associates SL 47

Benefits bull Audience segmentation (eg B2B airport

venues etc) bull Access to multiple sites through single

agreement bull Opportunities to benefit from (and

strengthen) corporate relationships bull Potential for more innovative and interactive

engagement bull Weather-proofing bull Secure environment bull Geographical spread bull Generally higher productivity and donor

quality bull Legitimacy and credibility

PRIVATE SITES

copy Daryl Upsall amp Associates SL 48

bull Challenges bull Restricted access to sites (resource

intensive booking process) bull Potential costs for venue space

(especially shopping malls and events)

bull Barriers to scale-up bull Restrictions to movement bull Additional stand materials bull Fundraiser profiles training and

quality control

PRIVATE SITES

copy Daryl Upsall amp Associates SL 49

ROAMING TEAMS

49

bull Access to new audiences bull Higher productivity bull Motivating for fundraisers

copy Daryl Upsall amp Associates SL 50

OUT WITH THE OLD

copy Daryl Upsall amp Associates SL 51

HOUSTON GALLERIA WORLD VISION US

IN WITH THE NEW

copy Daryl Upsall amp Associates SL 52

SAVE THE CHILDREN - BOSTON

copy Daryl Upsall amp Associates SL 53

WORLD VISION SEATTLE 2012 ndashFOCUSED ON MICRO LOANS

copy Daryl Upsall amp Associates SL 54

HEART amp STROKE FOUNDATION - CANADA

copy Daryl Upsall amp Associates SL 55

copy Daryl Upsall amp Associates SL 56

WORLD VISION SEATTLE FOCUSED ON GIFT CATALOGUE

copy Daryl Upsall amp Associates SL 57

FACE TO FACE FUNDRAISING TODAYhellip AND TOMORROW

copy Daryl Upsall amp Associates SL 58

copy Daryl Upsall amp Associates SL 59

copy Daryl Upsall amp Associates SL 60

copy Daryl Upsall amp Associates SL 61

copy Daryl Upsall amp Associates SL 62 62

MORE INTERACTIVE AND ENGAGING APPROACH

copy Daryl Upsall amp Associates SL 63

10kg

5kg

normal 1-year old child

malnutrition 1-year old child

Comparing weight mid-upper arm of malnutrition and normal 1-year old child using doll+baby carrier

copy Daryl Upsall amp Associates SL 64

F2F TOTAL ENGAGEMENThellipIN BRAZIL

64

copy Daryl Upsall amp Associates SL 65

copy Daryl Upsall amp Associates SL 66

copy Daryl Upsall amp Associates SL 67

copy Daryl Upsall amp Associates SL 68

copy Daryl Upsall amp Associates SL 69

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 70

copy Daryl Upsall amp Associates SL 71

VIRTUAL REALITY ndash WELCOME TO THE FUTURE

71

copy Daryl Upsall amp Associates SL 72

copy Daryl Upsall amp Associates SL 73

FROM THENhellip

73

hellipTO NOW

copy Daryl Upsall amp Associates SL 74

WHATrsquoS THE TECHNOLOGY

copy Daryl Upsall amp Associates SL 75

WHATrsquoS THE KIT

$200 $2-$5

$100

$8-$20

+

copy Daryl Upsall amp Associates SL 76

BACK TO REALITYhellipVIRTUALLY

copy Daryl Upsall amp Associates SL 77

LET ME INTRODUCE YOU TO SIDRAhellip

77

copy Daryl Upsall amp Associates SL 78

SO HOW CAN SIDRA HELP US TO HELP CHILDREN LIKE HER

78

copy Daryl Upsall amp Associates SL 79

VIRTUAL REALITYhellipMAKING A DIFFRENCE

This experience has opened us doors to make recruitment with Face to Face in companies from our corporate alliances hellip and in the case of telcos this VR activity puts UNICEF closer to their business Rocio Salinas Asensio UNICEF Spain

copy Daryl Upsall amp Associates SL 80 80

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 81

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 82

HOW COULD YOU USE A VR EXPERIENCE

82

bull Where bull Who bull How bull What else

copy Daryl Upsall amp Associates SL 83

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 84

FOCUS ON DONOR LOYALTY AND DEVELOPMENT

copy Daryl Upsall amp Associates SL 85

donors

BUT WE HAVE A PROBLEM

copy Daryl Upsall amp Associates SL 86

RETENTION IS THE NEW ACQUISITION CUSTOMER SERVICE IS THE NEW MARKETING - JOE CONNELLY

copy Daryl Upsall amp Associates SL 87 87 87

F2F WELCOME CALL

bull Thanks the donor again bull Reinforces the charity message bull Lets donors know that you like to

listen to them and donrsquot always ask for money

bull Provides more insight into donor motivations

bull Reality check on the donorrsquos understanding of the long term commitment

bull Enhances and confirms data Reduces Early Attritionconsiderably

copy Daryl Upsall amp Associates SL 88

DONOR COMMUNICATIONS

How a new committed

donor is approached and recruited is a key determinant of all subsequent communications

copy Daryl Upsall amp Associates SL 89 89

KEY FACTORS - ENGAGING DONORS

bull Sending the right communications

bull At the right frequency bull With the right message bull In the most suitable

mediumhellipnamely telephone SMS email web

copy Daryl Upsall amp Associates SL 90

DONORS RESPOND DIFFERENTLYhellip SO NEED TO BE TREATED DIFFERENTLY

bull Direct mailpress advert recruited donors are likely to respond better to communications by mail and printed communications

bull New media recruited donors will respond better to emails and text

bull Face to face donors respond best to the telephone

90

copy Daryl Upsall amp Associates SL 91

DONOR COMMUNICATIONS

Face to face recruited donors normally are not interested in printed communication in new media and especially telephone

It is a continuation of the

ldquoconversationrdquo and ldquodialoguerdquo with the charity

copy Daryl Upsall amp Associates SL 92

DONOR COMMUNICATIONS ampldquoTOUCH POINTSrdquo

Research across 100s of NGOs in many countries consistently show that if a donor has more ldquopositive contactsrdquo or ldquotouch pointsrdquo it ndash Builds trust and loyalty ndash Increases responses rates to

appeals and upgrades ndash Reduces attrition ndash Develops the donor journey ndash Increases lifetime value

copy Daryl Upsall amp Associates SL 93

CALLING DONORS

93

Benefits bull Data validation (financial

e-mail phone address) bull Quicker data transfer and

processing bull Immediate welcome

communication bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 94

LISTEN amp OFFER CHOICE

Listen bull Encourage donors to call

write blog etc ndash but make sure you are ready for it

bull Survey donor bull Call them and ask their

opinion or just how they are bull Let them input (eg

Greenpeace ship naming)

Offer choice bull By which method are

communicated with bull How often the are

communicated with bull How they want to

engagehellipor not bull Even offer donation

holidays and downgrades in tough times

94

copy Daryl Upsall amp Associates SL 95

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 96

THANK YOU ndash MEMBER GET MEMBER CALL

bull Normally 20 give names and telephone numbers of 2 people (that means 40 out of all the contacted)

bull 15 of those called convert to monthly donors

copy Daryl Upsall amp Associates SL 97

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 98

MAXIMISING DONOR LIFETIME VALUE

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

98 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 41

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 42

DIVERSIFICATION OF LOCATIONS AND PRESENCE

copy Daryl Upsall amp Associates SL 43 43

DIVERSIFICATION

copy Daryl Upsall amp Associates SL 44 44

DOOR TO DOOR (D2D)

Benefits bull Audience segmentation bull Higher average donor age bull Data availability bull Opportunities beyond large

urban centres bull Suitable for wider range of

fundraiser profiles bull Better fulfilment and

attrition rates

copy Daryl Upsall amp Associates SL 45 45

DOOR TO DOOR (D2D)

Challenges bull Specific housing and

demographic issues bull Security concerns and

access to donors bull Working schedules to

engage with employed donors

bull Self-exclusion or opt-out bull Legal issues

copy Daryl Upsall amp Associates SL 46 46

PRIVATE SITES Corporate

Retail

Events

copy Daryl Upsall amp Associates SL 47

Benefits bull Audience segmentation (eg B2B airport

venues etc) bull Access to multiple sites through single

agreement bull Opportunities to benefit from (and

strengthen) corporate relationships bull Potential for more innovative and interactive

engagement bull Weather-proofing bull Secure environment bull Geographical spread bull Generally higher productivity and donor

quality bull Legitimacy and credibility

PRIVATE SITES

copy Daryl Upsall amp Associates SL 48

bull Challenges bull Restricted access to sites (resource

intensive booking process) bull Potential costs for venue space

(especially shopping malls and events)

bull Barriers to scale-up bull Restrictions to movement bull Additional stand materials bull Fundraiser profiles training and

quality control

PRIVATE SITES

copy Daryl Upsall amp Associates SL 49

ROAMING TEAMS

49

bull Access to new audiences bull Higher productivity bull Motivating for fundraisers

copy Daryl Upsall amp Associates SL 50

OUT WITH THE OLD

copy Daryl Upsall amp Associates SL 51

HOUSTON GALLERIA WORLD VISION US

IN WITH THE NEW

copy Daryl Upsall amp Associates SL 52

SAVE THE CHILDREN - BOSTON

copy Daryl Upsall amp Associates SL 53

WORLD VISION SEATTLE 2012 ndashFOCUSED ON MICRO LOANS

copy Daryl Upsall amp Associates SL 54

HEART amp STROKE FOUNDATION - CANADA

copy Daryl Upsall amp Associates SL 55

copy Daryl Upsall amp Associates SL 56

WORLD VISION SEATTLE FOCUSED ON GIFT CATALOGUE

copy Daryl Upsall amp Associates SL 57

FACE TO FACE FUNDRAISING TODAYhellip AND TOMORROW

copy Daryl Upsall amp Associates SL 58

copy Daryl Upsall amp Associates SL 59

copy Daryl Upsall amp Associates SL 60

copy Daryl Upsall amp Associates SL 61

copy Daryl Upsall amp Associates SL 62 62

MORE INTERACTIVE AND ENGAGING APPROACH

copy Daryl Upsall amp Associates SL 63

10kg

5kg

normal 1-year old child

malnutrition 1-year old child

Comparing weight mid-upper arm of malnutrition and normal 1-year old child using doll+baby carrier

copy Daryl Upsall amp Associates SL 64

F2F TOTAL ENGAGEMENThellipIN BRAZIL

64

copy Daryl Upsall amp Associates SL 65

copy Daryl Upsall amp Associates SL 66

copy Daryl Upsall amp Associates SL 67

copy Daryl Upsall amp Associates SL 68

copy Daryl Upsall amp Associates SL 69

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 70

copy Daryl Upsall amp Associates SL 71

VIRTUAL REALITY ndash WELCOME TO THE FUTURE

71

copy Daryl Upsall amp Associates SL 72

copy Daryl Upsall amp Associates SL 73

FROM THENhellip

73

hellipTO NOW

copy Daryl Upsall amp Associates SL 74

WHATrsquoS THE TECHNOLOGY

copy Daryl Upsall amp Associates SL 75

WHATrsquoS THE KIT

$200 $2-$5

$100

$8-$20

+

copy Daryl Upsall amp Associates SL 76

BACK TO REALITYhellipVIRTUALLY

copy Daryl Upsall amp Associates SL 77

LET ME INTRODUCE YOU TO SIDRAhellip

77

copy Daryl Upsall amp Associates SL 78

SO HOW CAN SIDRA HELP US TO HELP CHILDREN LIKE HER

78

copy Daryl Upsall amp Associates SL 79

VIRTUAL REALITYhellipMAKING A DIFFRENCE

This experience has opened us doors to make recruitment with Face to Face in companies from our corporate alliances hellip and in the case of telcos this VR activity puts UNICEF closer to their business Rocio Salinas Asensio UNICEF Spain

copy Daryl Upsall amp Associates SL 80 80

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 81

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 82

HOW COULD YOU USE A VR EXPERIENCE

82

bull Where bull Who bull How bull What else

copy Daryl Upsall amp Associates SL 83

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 84

FOCUS ON DONOR LOYALTY AND DEVELOPMENT

copy Daryl Upsall amp Associates SL 85

donors

BUT WE HAVE A PROBLEM

copy Daryl Upsall amp Associates SL 86

RETENTION IS THE NEW ACQUISITION CUSTOMER SERVICE IS THE NEW MARKETING - JOE CONNELLY

copy Daryl Upsall amp Associates SL 87 87 87

F2F WELCOME CALL

bull Thanks the donor again bull Reinforces the charity message bull Lets donors know that you like to

listen to them and donrsquot always ask for money

bull Provides more insight into donor motivations

bull Reality check on the donorrsquos understanding of the long term commitment

bull Enhances and confirms data Reduces Early Attritionconsiderably

copy Daryl Upsall amp Associates SL 88

DONOR COMMUNICATIONS

How a new committed

donor is approached and recruited is a key determinant of all subsequent communications

copy Daryl Upsall amp Associates SL 89 89

KEY FACTORS - ENGAGING DONORS

bull Sending the right communications

bull At the right frequency bull With the right message bull In the most suitable

mediumhellipnamely telephone SMS email web

copy Daryl Upsall amp Associates SL 90

DONORS RESPOND DIFFERENTLYhellip SO NEED TO BE TREATED DIFFERENTLY

bull Direct mailpress advert recruited donors are likely to respond better to communications by mail and printed communications

bull New media recruited donors will respond better to emails and text

bull Face to face donors respond best to the telephone

90

copy Daryl Upsall amp Associates SL 91

DONOR COMMUNICATIONS

Face to face recruited donors normally are not interested in printed communication in new media and especially telephone

It is a continuation of the

ldquoconversationrdquo and ldquodialoguerdquo with the charity

copy Daryl Upsall amp Associates SL 92

DONOR COMMUNICATIONS ampldquoTOUCH POINTSrdquo

Research across 100s of NGOs in many countries consistently show that if a donor has more ldquopositive contactsrdquo or ldquotouch pointsrdquo it ndash Builds trust and loyalty ndash Increases responses rates to

appeals and upgrades ndash Reduces attrition ndash Develops the donor journey ndash Increases lifetime value

copy Daryl Upsall amp Associates SL 93

CALLING DONORS

93

Benefits bull Data validation (financial

e-mail phone address) bull Quicker data transfer and

processing bull Immediate welcome

communication bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 94

LISTEN amp OFFER CHOICE

Listen bull Encourage donors to call

write blog etc ndash but make sure you are ready for it

bull Survey donor bull Call them and ask their

opinion or just how they are bull Let them input (eg

Greenpeace ship naming)

Offer choice bull By which method are

communicated with bull How often the are

communicated with bull How they want to

engagehellipor not bull Even offer donation

holidays and downgrades in tough times

94

copy Daryl Upsall amp Associates SL 95

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 96

THANK YOU ndash MEMBER GET MEMBER CALL

bull Normally 20 give names and telephone numbers of 2 people (that means 40 out of all the contacted)

bull 15 of those called convert to monthly donors

copy Daryl Upsall amp Associates SL 97

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 98

MAXIMISING DONOR LIFETIME VALUE

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

98 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 42

DIVERSIFICATION OF LOCATIONS AND PRESENCE

copy Daryl Upsall amp Associates SL 43 43

DIVERSIFICATION

copy Daryl Upsall amp Associates SL 44 44

DOOR TO DOOR (D2D)

Benefits bull Audience segmentation bull Higher average donor age bull Data availability bull Opportunities beyond large

urban centres bull Suitable for wider range of

fundraiser profiles bull Better fulfilment and

attrition rates

copy Daryl Upsall amp Associates SL 45 45

DOOR TO DOOR (D2D)

Challenges bull Specific housing and

demographic issues bull Security concerns and

access to donors bull Working schedules to

engage with employed donors

bull Self-exclusion or opt-out bull Legal issues

copy Daryl Upsall amp Associates SL 46 46

PRIVATE SITES Corporate

Retail

Events

copy Daryl Upsall amp Associates SL 47

Benefits bull Audience segmentation (eg B2B airport

venues etc) bull Access to multiple sites through single

agreement bull Opportunities to benefit from (and

strengthen) corporate relationships bull Potential for more innovative and interactive

engagement bull Weather-proofing bull Secure environment bull Geographical spread bull Generally higher productivity and donor

quality bull Legitimacy and credibility

PRIVATE SITES

copy Daryl Upsall amp Associates SL 48

bull Challenges bull Restricted access to sites (resource

intensive booking process) bull Potential costs for venue space

(especially shopping malls and events)

bull Barriers to scale-up bull Restrictions to movement bull Additional stand materials bull Fundraiser profiles training and

quality control

PRIVATE SITES

copy Daryl Upsall amp Associates SL 49

ROAMING TEAMS

49

bull Access to new audiences bull Higher productivity bull Motivating for fundraisers

copy Daryl Upsall amp Associates SL 50

OUT WITH THE OLD

copy Daryl Upsall amp Associates SL 51

HOUSTON GALLERIA WORLD VISION US

IN WITH THE NEW

copy Daryl Upsall amp Associates SL 52

SAVE THE CHILDREN - BOSTON

copy Daryl Upsall amp Associates SL 53

WORLD VISION SEATTLE 2012 ndashFOCUSED ON MICRO LOANS

copy Daryl Upsall amp Associates SL 54

HEART amp STROKE FOUNDATION - CANADA

copy Daryl Upsall amp Associates SL 55

copy Daryl Upsall amp Associates SL 56

WORLD VISION SEATTLE FOCUSED ON GIFT CATALOGUE

copy Daryl Upsall amp Associates SL 57

FACE TO FACE FUNDRAISING TODAYhellip AND TOMORROW

copy Daryl Upsall amp Associates SL 58

copy Daryl Upsall amp Associates SL 59

copy Daryl Upsall amp Associates SL 60

copy Daryl Upsall amp Associates SL 61

copy Daryl Upsall amp Associates SL 62 62

MORE INTERACTIVE AND ENGAGING APPROACH

copy Daryl Upsall amp Associates SL 63

10kg

5kg

normal 1-year old child

malnutrition 1-year old child

Comparing weight mid-upper arm of malnutrition and normal 1-year old child using doll+baby carrier

copy Daryl Upsall amp Associates SL 64

F2F TOTAL ENGAGEMENThellipIN BRAZIL

64

copy Daryl Upsall amp Associates SL 65

copy Daryl Upsall amp Associates SL 66

copy Daryl Upsall amp Associates SL 67

copy Daryl Upsall amp Associates SL 68

copy Daryl Upsall amp Associates SL 69

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 70

copy Daryl Upsall amp Associates SL 71

VIRTUAL REALITY ndash WELCOME TO THE FUTURE

71

copy Daryl Upsall amp Associates SL 72

copy Daryl Upsall amp Associates SL 73

FROM THENhellip

73

hellipTO NOW

copy Daryl Upsall amp Associates SL 74

WHATrsquoS THE TECHNOLOGY

copy Daryl Upsall amp Associates SL 75

WHATrsquoS THE KIT

$200 $2-$5

$100

$8-$20

+

copy Daryl Upsall amp Associates SL 76

BACK TO REALITYhellipVIRTUALLY

copy Daryl Upsall amp Associates SL 77

LET ME INTRODUCE YOU TO SIDRAhellip

77

copy Daryl Upsall amp Associates SL 78

SO HOW CAN SIDRA HELP US TO HELP CHILDREN LIKE HER

78

copy Daryl Upsall amp Associates SL 79

VIRTUAL REALITYhellipMAKING A DIFFRENCE

This experience has opened us doors to make recruitment with Face to Face in companies from our corporate alliances hellip and in the case of telcos this VR activity puts UNICEF closer to their business Rocio Salinas Asensio UNICEF Spain

copy Daryl Upsall amp Associates SL 80 80

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 81

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 82

HOW COULD YOU USE A VR EXPERIENCE

82

bull Where bull Who bull How bull What else

copy Daryl Upsall amp Associates SL 83

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 84

FOCUS ON DONOR LOYALTY AND DEVELOPMENT

copy Daryl Upsall amp Associates SL 85

donors

BUT WE HAVE A PROBLEM

copy Daryl Upsall amp Associates SL 86

RETENTION IS THE NEW ACQUISITION CUSTOMER SERVICE IS THE NEW MARKETING - JOE CONNELLY

copy Daryl Upsall amp Associates SL 87 87 87

F2F WELCOME CALL

bull Thanks the donor again bull Reinforces the charity message bull Lets donors know that you like to

listen to them and donrsquot always ask for money

bull Provides more insight into donor motivations

bull Reality check on the donorrsquos understanding of the long term commitment

bull Enhances and confirms data Reduces Early Attritionconsiderably

copy Daryl Upsall amp Associates SL 88

DONOR COMMUNICATIONS

How a new committed

donor is approached and recruited is a key determinant of all subsequent communications

copy Daryl Upsall amp Associates SL 89 89

KEY FACTORS - ENGAGING DONORS

bull Sending the right communications

bull At the right frequency bull With the right message bull In the most suitable

mediumhellipnamely telephone SMS email web

copy Daryl Upsall amp Associates SL 90

DONORS RESPOND DIFFERENTLYhellip SO NEED TO BE TREATED DIFFERENTLY

bull Direct mailpress advert recruited donors are likely to respond better to communications by mail and printed communications

bull New media recruited donors will respond better to emails and text

bull Face to face donors respond best to the telephone

90

copy Daryl Upsall amp Associates SL 91

DONOR COMMUNICATIONS

Face to face recruited donors normally are not interested in printed communication in new media and especially telephone

It is a continuation of the

ldquoconversationrdquo and ldquodialoguerdquo with the charity

copy Daryl Upsall amp Associates SL 92

DONOR COMMUNICATIONS ampldquoTOUCH POINTSrdquo

Research across 100s of NGOs in many countries consistently show that if a donor has more ldquopositive contactsrdquo or ldquotouch pointsrdquo it ndash Builds trust and loyalty ndash Increases responses rates to

appeals and upgrades ndash Reduces attrition ndash Develops the donor journey ndash Increases lifetime value

copy Daryl Upsall amp Associates SL 93

CALLING DONORS

93

Benefits bull Data validation (financial

e-mail phone address) bull Quicker data transfer and

processing bull Immediate welcome

communication bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 94

LISTEN amp OFFER CHOICE

Listen bull Encourage donors to call

write blog etc ndash but make sure you are ready for it

bull Survey donor bull Call them and ask their

opinion or just how they are bull Let them input (eg

Greenpeace ship naming)

Offer choice bull By which method are

communicated with bull How often the are

communicated with bull How they want to

engagehellipor not bull Even offer donation

holidays and downgrades in tough times

94

copy Daryl Upsall amp Associates SL 95

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 96

THANK YOU ndash MEMBER GET MEMBER CALL

bull Normally 20 give names and telephone numbers of 2 people (that means 40 out of all the contacted)

bull 15 of those called convert to monthly donors

copy Daryl Upsall amp Associates SL 97

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 98

MAXIMISING DONOR LIFETIME VALUE

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

98 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 43 43

DIVERSIFICATION

copy Daryl Upsall amp Associates SL 44 44

DOOR TO DOOR (D2D)

Benefits bull Audience segmentation bull Higher average donor age bull Data availability bull Opportunities beyond large

urban centres bull Suitable for wider range of

fundraiser profiles bull Better fulfilment and

attrition rates

copy Daryl Upsall amp Associates SL 45 45

DOOR TO DOOR (D2D)

Challenges bull Specific housing and

demographic issues bull Security concerns and

access to donors bull Working schedules to

engage with employed donors

bull Self-exclusion or opt-out bull Legal issues

copy Daryl Upsall amp Associates SL 46 46

PRIVATE SITES Corporate

Retail

Events

copy Daryl Upsall amp Associates SL 47

Benefits bull Audience segmentation (eg B2B airport

venues etc) bull Access to multiple sites through single

agreement bull Opportunities to benefit from (and

strengthen) corporate relationships bull Potential for more innovative and interactive

engagement bull Weather-proofing bull Secure environment bull Geographical spread bull Generally higher productivity and donor

quality bull Legitimacy and credibility

PRIVATE SITES

copy Daryl Upsall amp Associates SL 48

bull Challenges bull Restricted access to sites (resource

intensive booking process) bull Potential costs for venue space

(especially shopping malls and events)

bull Barriers to scale-up bull Restrictions to movement bull Additional stand materials bull Fundraiser profiles training and

quality control

PRIVATE SITES

copy Daryl Upsall amp Associates SL 49

ROAMING TEAMS

49

bull Access to new audiences bull Higher productivity bull Motivating for fundraisers

copy Daryl Upsall amp Associates SL 50

OUT WITH THE OLD

copy Daryl Upsall amp Associates SL 51

HOUSTON GALLERIA WORLD VISION US

IN WITH THE NEW

copy Daryl Upsall amp Associates SL 52

SAVE THE CHILDREN - BOSTON

copy Daryl Upsall amp Associates SL 53

WORLD VISION SEATTLE 2012 ndashFOCUSED ON MICRO LOANS

copy Daryl Upsall amp Associates SL 54

HEART amp STROKE FOUNDATION - CANADA

copy Daryl Upsall amp Associates SL 55

copy Daryl Upsall amp Associates SL 56

WORLD VISION SEATTLE FOCUSED ON GIFT CATALOGUE

copy Daryl Upsall amp Associates SL 57

FACE TO FACE FUNDRAISING TODAYhellip AND TOMORROW

copy Daryl Upsall amp Associates SL 58

copy Daryl Upsall amp Associates SL 59

copy Daryl Upsall amp Associates SL 60

copy Daryl Upsall amp Associates SL 61

copy Daryl Upsall amp Associates SL 62 62

MORE INTERACTIVE AND ENGAGING APPROACH

copy Daryl Upsall amp Associates SL 63

10kg

5kg

normal 1-year old child

malnutrition 1-year old child

Comparing weight mid-upper arm of malnutrition and normal 1-year old child using doll+baby carrier

copy Daryl Upsall amp Associates SL 64

F2F TOTAL ENGAGEMENThellipIN BRAZIL

64

copy Daryl Upsall amp Associates SL 65

copy Daryl Upsall amp Associates SL 66

copy Daryl Upsall amp Associates SL 67

copy Daryl Upsall amp Associates SL 68

copy Daryl Upsall amp Associates SL 69

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 70

copy Daryl Upsall amp Associates SL 71

VIRTUAL REALITY ndash WELCOME TO THE FUTURE

71

copy Daryl Upsall amp Associates SL 72

copy Daryl Upsall amp Associates SL 73

FROM THENhellip

73

hellipTO NOW

copy Daryl Upsall amp Associates SL 74

WHATrsquoS THE TECHNOLOGY

copy Daryl Upsall amp Associates SL 75

WHATrsquoS THE KIT

$200 $2-$5

$100

$8-$20

+

copy Daryl Upsall amp Associates SL 76

BACK TO REALITYhellipVIRTUALLY

copy Daryl Upsall amp Associates SL 77

LET ME INTRODUCE YOU TO SIDRAhellip

77

copy Daryl Upsall amp Associates SL 78

SO HOW CAN SIDRA HELP US TO HELP CHILDREN LIKE HER

78

copy Daryl Upsall amp Associates SL 79

VIRTUAL REALITYhellipMAKING A DIFFRENCE

This experience has opened us doors to make recruitment with Face to Face in companies from our corporate alliances hellip and in the case of telcos this VR activity puts UNICEF closer to their business Rocio Salinas Asensio UNICEF Spain

copy Daryl Upsall amp Associates SL 80 80

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 81

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 82

HOW COULD YOU USE A VR EXPERIENCE

82

bull Where bull Who bull How bull What else

copy Daryl Upsall amp Associates SL 83

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 84

FOCUS ON DONOR LOYALTY AND DEVELOPMENT

copy Daryl Upsall amp Associates SL 85

donors

BUT WE HAVE A PROBLEM

copy Daryl Upsall amp Associates SL 86

RETENTION IS THE NEW ACQUISITION CUSTOMER SERVICE IS THE NEW MARKETING - JOE CONNELLY

copy Daryl Upsall amp Associates SL 87 87 87

F2F WELCOME CALL

bull Thanks the donor again bull Reinforces the charity message bull Lets donors know that you like to

listen to them and donrsquot always ask for money

bull Provides more insight into donor motivations

bull Reality check on the donorrsquos understanding of the long term commitment

bull Enhances and confirms data Reduces Early Attritionconsiderably

copy Daryl Upsall amp Associates SL 88

DONOR COMMUNICATIONS

How a new committed

donor is approached and recruited is a key determinant of all subsequent communications

copy Daryl Upsall amp Associates SL 89 89

KEY FACTORS - ENGAGING DONORS

bull Sending the right communications

bull At the right frequency bull With the right message bull In the most suitable

mediumhellipnamely telephone SMS email web

copy Daryl Upsall amp Associates SL 90

DONORS RESPOND DIFFERENTLYhellip SO NEED TO BE TREATED DIFFERENTLY

bull Direct mailpress advert recruited donors are likely to respond better to communications by mail and printed communications

bull New media recruited donors will respond better to emails and text

bull Face to face donors respond best to the telephone

90

copy Daryl Upsall amp Associates SL 91

DONOR COMMUNICATIONS

Face to face recruited donors normally are not interested in printed communication in new media and especially telephone

It is a continuation of the

ldquoconversationrdquo and ldquodialoguerdquo with the charity

copy Daryl Upsall amp Associates SL 92

DONOR COMMUNICATIONS ampldquoTOUCH POINTSrdquo

Research across 100s of NGOs in many countries consistently show that if a donor has more ldquopositive contactsrdquo or ldquotouch pointsrdquo it ndash Builds trust and loyalty ndash Increases responses rates to

appeals and upgrades ndash Reduces attrition ndash Develops the donor journey ndash Increases lifetime value

copy Daryl Upsall amp Associates SL 93

CALLING DONORS

93

Benefits bull Data validation (financial

e-mail phone address) bull Quicker data transfer and

processing bull Immediate welcome

communication bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 94

LISTEN amp OFFER CHOICE

Listen bull Encourage donors to call

write blog etc ndash but make sure you are ready for it

bull Survey donor bull Call them and ask their

opinion or just how they are bull Let them input (eg

Greenpeace ship naming)

Offer choice bull By which method are

communicated with bull How often the are

communicated with bull How they want to

engagehellipor not bull Even offer donation

holidays and downgrades in tough times

94

copy Daryl Upsall amp Associates SL 95

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 96

THANK YOU ndash MEMBER GET MEMBER CALL

bull Normally 20 give names and telephone numbers of 2 people (that means 40 out of all the contacted)

bull 15 of those called convert to monthly donors

copy Daryl Upsall amp Associates SL 97

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 98

MAXIMISING DONOR LIFETIME VALUE

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

98 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 44 44

DOOR TO DOOR (D2D)

Benefits bull Audience segmentation bull Higher average donor age bull Data availability bull Opportunities beyond large

urban centres bull Suitable for wider range of

fundraiser profiles bull Better fulfilment and

attrition rates

copy Daryl Upsall amp Associates SL 45 45

DOOR TO DOOR (D2D)

Challenges bull Specific housing and

demographic issues bull Security concerns and

access to donors bull Working schedules to

engage with employed donors

bull Self-exclusion or opt-out bull Legal issues

copy Daryl Upsall amp Associates SL 46 46

PRIVATE SITES Corporate

Retail

Events

copy Daryl Upsall amp Associates SL 47

Benefits bull Audience segmentation (eg B2B airport

venues etc) bull Access to multiple sites through single

agreement bull Opportunities to benefit from (and

strengthen) corporate relationships bull Potential for more innovative and interactive

engagement bull Weather-proofing bull Secure environment bull Geographical spread bull Generally higher productivity and donor

quality bull Legitimacy and credibility

PRIVATE SITES

copy Daryl Upsall amp Associates SL 48

bull Challenges bull Restricted access to sites (resource

intensive booking process) bull Potential costs for venue space

(especially shopping malls and events)

bull Barriers to scale-up bull Restrictions to movement bull Additional stand materials bull Fundraiser profiles training and

quality control

PRIVATE SITES

copy Daryl Upsall amp Associates SL 49

ROAMING TEAMS

49

bull Access to new audiences bull Higher productivity bull Motivating for fundraisers

copy Daryl Upsall amp Associates SL 50

OUT WITH THE OLD

copy Daryl Upsall amp Associates SL 51

HOUSTON GALLERIA WORLD VISION US

IN WITH THE NEW

copy Daryl Upsall amp Associates SL 52

SAVE THE CHILDREN - BOSTON

copy Daryl Upsall amp Associates SL 53

WORLD VISION SEATTLE 2012 ndashFOCUSED ON MICRO LOANS

copy Daryl Upsall amp Associates SL 54

HEART amp STROKE FOUNDATION - CANADA

copy Daryl Upsall amp Associates SL 55

copy Daryl Upsall amp Associates SL 56

WORLD VISION SEATTLE FOCUSED ON GIFT CATALOGUE

copy Daryl Upsall amp Associates SL 57

FACE TO FACE FUNDRAISING TODAYhellip AND TOMORROW

copy Daryl Upsall amp Associates SL 58

copy Daryl Upsall amp Associates SL 59

copy Daryl Upsall amp Associates SL 60

copy Daryl Upsall amp Associates SL 61

copy Daryl Upsall amp Associates SL 62 62

MORE INTERACTIVE AND ENGAGING APPROACH

copy Daryl Upsall amp Associates SL 63

10kg

5kg

normal 1-year old child

malnutrition 1-year old child

Comparing weight mid-upper arm of malnutrition and normal 1-year old child using doll+baby carrier

copy Daryl Upsall amp Associates SL 64

F2F TOTAL ENGAGEMENThellipIN BRAZIL

64

copy Daryl Upsall amp Associates SL 65

copy Daryl Upsall amp Associates SL 66

copy Daryl Upsall amp Associates SL 67

copy Daryl Upsall amp Associates SL 68

copy Daryl Upsall amp Associates SL 69

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 70

copy Daryl Upsall amp Associates SL 71

VIRTUAL REALITY ndash WELCOME TO THE FUTURE

71

copy Daryl Upsall amp Associates SL 72

copy Daryl Upsall amp Associates SL 73

FROM THENhellip

73

hellipTO NOW

copy Daryl Upsall amp Associates SL 74

WHATrsquoS THE TECHNOLOGY

copy Daryl Upsall amp Associates SL 75

WHATrsquoS THE KIT

$200 $2-$5

$100

$8-$20

+

copy Daryl Upsall amp Associates SL 76

BACK TO REALITYhellipVIRTUALLY

copy Daryl Upsall amp Associates SL 77

LET ME INTRODUCE YOU TO SIDRAhellip

77

copy Daryl Upsall amp Associates SL 78

SO HOW CAN SIDRA HELP US TO HELP CHILDREN LIKE HER

78

copy Daryl Upsall amp Associates SL 79

VIRTUAL REALITYhellipMAKING A DIFFRENCE

This experience has opened us doors to make recruitment with Face to Face in companies from our corporate alliances hellip and in the case of telcos this VR activity puts UNICEF closer to their business Rocio Salinas Asensio UNICEF Spain

copy Daryl Upsall amp Associates SL 80 80

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 81

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 82

HOW COULD YOU USE A VR EXPERIENCE

82

bull Where bull Who bull How bull What else

copy Daryl Upsall amp Associates SL 83

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 84

FOCUS ON DONOR LOYALTY AND DEVELOPMENT

copy Daryl Upsall amp Associates SL 85

donors

BUT WE HAVE A PROBLEM

copy Daryl Upsall amp Associates SL 86

RETENTION IS THE NEW ACQUISITION CUSTOMER SERVICE IS THE NEW MARKETING - JOE CONNELLY

copy Daryl Upsall amp Associates SL 87 87 87

F2F WELCOME CALL

bull Thanks the donor again bull Reinforces the charity message bull Lets donors know that you like to

listen to them and donrsquot always ask for money

bull Provides more insight into donor motivations

bull Reality check on the donorrsquos understanding of the long term commitment

bull Enhances and confirms data Reduces Early Attritionconsiderably

copy Daryl Upsall amp Associates SL 88

DONOR COMMUNICATIONS

How a new committed

donor is approached and recruited is a key determinant of all subsequent communications

copy Daryl Upsall amp Associates SL 89 89

KEY FACTORS - ENGAGING DONORS

bull Sending the right communications

bull At the right frequency bull With the right message bull In the most suitable

mediumhellipnamely telephone SMS email web

copy Daryl Upsall amp Associates SL 90

DONORS RESPOND DIFFERENTLYhellip SO NEED TO BE TREATED DIFFERENTLY

bull Direct mailpress advert recruited donors are likely to respond better to communications by mail and printed communications

bull New media recruited donors will respond better to emails and text

bull Face to face donors respond best to the telephone

90

copy Daryl Upsall amp Associates SL 91

DONOR COMMUNICATIONS

Face to face recruited donors normally are not interested in printed communication in new media and especially telephone

It is a continuation of the

ldquoconversationrdquo and ldquodialoguerdquo with the charity

copy Daryl Upsall amp Associates SL 92

DONOR COMMUNICATIONS ampldquoTOUCH POINTSrdquo

Research across 100s of NGOs in many countries consistently show that if a donor has more ldquopositive contactsrdquo or ldquotouch pointsrdquo it ndash Builds trust and loyalty ndash Increases responses rates to

appeals and upgrades ndash Reduces attrition ndash Develops the donor journey ndash Increases lifetime value

copy Daryl Upsall amp Associates SL 93

CALLING DONORS

93

Benefits bull Data validation (financial

e-mail phone address) bull Quicker data transfer and

processing bull Immediate welcome

communication bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 94

LISTEN amp OFFER CHOICE

Listen bull Encourage donors to call

write blog etc ndash but make sure you are ready for it

bull Survey donor bull Call them and ask their

opinion or just how they are bull Let them input (eg

Greenpeace ship naming)

Offer choice bull By which method are

communicated with bull How often the are

communicated with bull How they want to

engagehellipor not bull Even offer donation

holidays and downgrades in tough times

94

copy Daryl Upsall amp Associates SL 95

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 96

THANK YOU ndash MEMBER GET MEMBER CALL

bull Normally 20 give names and telephone numbers of 2 people (that means 40 out of all the contacted)

bull 15 of those called convert to monthly donors

copy Daryl Upsall amp Associates SL 97

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 98

MAXIMISING DONOR LIFETIME VALUE

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

98 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 45 45

DOOR TO DOOR (D2D)

Challenges bull Specific housing and

demographic issues bull Security concerns and

access to donors bull Working schedules to

engage with employed donors

bull Self-exclusion or opt-out bull Legal issues

copy Daryl Upsall amp Associates SL 46 46

PRIVATE SITES Corporate

Retail

Events

copy Daryl Upsall amp Associates SL 47

Benefits bull Audience segmentation (eg B2B airport

venues etc) bull Access to multiple sites through single

agreement bull Opportunities to benefit from (and

strengthen) corporate relationships bull Potential for more innovative and interactive

engagement bull Weather-proofing bull Secure environment bull Geographical spread bull Generally higher productivity and donor

quality bull Legitimacy and credibility

PRIVATE SITES

copy Daryl Upsall amp Associates SL 48

bull Challenges bull Restricted access to sites (resource

intensive booking process) bull Potential costs for venue space

(especially shopping malls and events)

bull Barriers to scale-up bull Restrictions to movement bull Additional stand materials bull Fundraiser profiles training and

quality control

PRIVATE SITES

copy Daryl Upsall amp Associates SL 49

ROAMING TEAMS

49

bull Access to new audiences bull Higher productivity bull Motivating for fundraisers

copy Daryl Upsall amp Associates SL 50

OUT WITH THE OLD

copy Daryl Upsall amp Associates SL 51

HOUSTON GALLERIA WORLD VISION US

IN WITH THE NEW

copy Daryl Upsall amp Associates SL 52

SAVE THE CHILDREN - BOSTON

copy Daryl Upsall amp Associates SL 53

WORLD VISION SEATTLE 2012 ndashFOCUSED ON MICRO LOANS

copy Daryl Upsall amp Associates SL 54

HEART amp STROKE FOUNDATION - CANADA

copy Daryl Upsall amp Associates SL 55

copy Daryl Upsall amp Associates SL 56

WORLD VISION SEATTLE FOCUSED ON GIFT CATALOGUE

copy Daryl Upsall amp Associates SL 57

FACE TO FACE FUNDRAISING TODAYhellip AND TOMORROW

copy Daryl Upsall amp Associates SL 58

copy Daryl Upsall amp Associates SL 59

copy Daryl Upsall amp Associates SL 60

copy Daryl Upsall amp Associates SL 61

copy Daryl Upsall amp Associates SL 62 62

MORE INTERACTIVE AND ENGAGING APPROACH

copy Daryl Upsall amp Associates SL 63

10kg

5kg

normal 1-year old child

malnutrition 1-year old child

Comparing weight mid-upper arm of malnutrition and normal 1-year old child using doll+baby carrier

copy Daryl Upsall amp Associates SL 64

F2F TOTAL ENGAGEMENThellipIN BRAZIL

64

copy Daryl Upsall amp Associates SL 65

copy Daryl Upsall amp Associates SL 66

copy Daryl Upsall amp Associates SL 67

copy Daryl Upsall amp Associates SL 68

copy Daryl Upsall amp Associates SL 69

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 70

copy Daryl Upsall amp Associates SL 71

VIRTUAL REALITY ndash WELCOME TO THE FUTURE

71

copy Daryl Upsall amp Associates SL 72

copy Daryl Upsall amp Associates SL 73

FROM THENhellip

73

hellipTO NOW

copy Daryl Upsall amp Associates SL 74

WHATrsquoS THE TECHNOLOGY

copy Daryl Upsall amp Associates SL 75

WHATrsquoS THE KIT

$200 $2-$5

$100

$8-$20

+

copy Daryl Upsall amp Associates SL 76

BACK TO REALITYhellipVIRTUALLY

copy Daryl Upsall amp Associates SL 77

LET ME INTRODUCE YOU TO SIDRAhellip

77

copy Daryl Upsall amp Associates SL 78

SO HOW CAN SIDRA HELP US TO HELP CHILDREN LIKE HER

78

copy Daryl Upsall amp Associates SL 79

VIRTUAL REALITYhellipMAKING A DIFFRENCE

This experience has opened us doors to make recruitment with Face to Face in companies from our corporate alliances hellip and in the case of telcos this VR activity puts UNICEF closer to their business Rocio Salinas Asensio UNICEF Spain

copy Daryl Upsall amp Associates SL 80 80

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 81

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 82

HOW COULD YOU USE A VR EXPERIENCE

82

bull Where bull Who bull How bull What else

copy Daryl Upsall amp Associates SL 83

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 84

FOCUS ON DONOR LOYALTY AND DEVELOPMENT

copy Daryl Upsall amp Associates SL 85

donors

BUT WE HAVE A PROBLEM

copy Daryl Upsall amp Associates SL 86

RETENTION IS THE NEW ACQUISITION CUSTOMER SERVICE IS THE NEW MARKETING - JOE CONNELLY

copy Daryl Upsall amp Associates SL 87 87 87

F2F WELCOME CALL

bull Thanks the donor again bull Reinforces the charity message bull Lets donors know that you like to

listen to them and donrsquot always ask for money

bull Provides more insight into donor motivations

bull Reality check on the donorrsquos understanding of the long term commitment

bull Enhances and confirms data Reduces Early Attritionconsiderably

copy Daryl Upsall amp Associates SL 88

DONOR COMMUNICATIONS

How a new committed

donor is approached and recruited is a key determinant of all subsequent communications

copy Daryl Upsall amp Associates SL 89 89

KEY FACTORS - ENGAGING DONORS

bull Sending the right communications

bull At the right frequency bull With the right message bull In the most suitable

mediumhellipnamely telephone SMS email web

copy Daryl Upsall amp Associates SL 90

DONORS RESPOND DIFFERENTLYhellip SO NEED TO BE TREATED DIFFERENTLY

bull Direct mailpress advert recruited donors are likely to respond better to communications by mail and printed communications

bull New media recruited donors will respond better to emails and text

bull Face to face donors respond best to the telephone

90

copy Daryl Upsall amp Associates SL 91

DONOR COMMUNICATIONS

Face to face recruited donors normally are not interested in printed communication in new media and especially telephone

It is a continuation of the

ldquoconversationrdquo and ldquodialoguerdquo with the charity

copy Daryl Upsall amp Associates SL 92

DONOR COMMUNICATIONS ampldquoTOUCH POINTSrdquo

Research across 100s of NGOs in many countries consistently show that if a donor has more ldquopositive contactsrdquo or ldquotouch pointsrdquo it ndash Builds trust and loyalty ndash Increases responses rates to

appeals and upgrades ndash Reduces attrition ndash Develops the donor journey ndash Increases lifetime value

copy Daryl Upsall amp Associates SL 93

CALLING DONORS

93

Benefits bull Data validation (financial

e-mail phone address) bull Quicker data transfer and

processing bull Immediate welcome

communication bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 94

LISTEN amp OFFER CHOICE

Listen bull Encourage donors to call

write blog etc ndash but make sure you are ready for it

bull Survey donor bull Call them and ask their

opinion or just how they are bull Let them input (eg

Greenpeace ship naming)

Offer choice bull By which method are

communicated with bull How often the are

communicated with bull How they want to

engagehellipor not bull Even offer donation

holidays and downgrades in tough times

94

copy Daryl Upsall amp Associates SL 95

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 96

THANK YOU ndash MEMBER GET MEMBER CALL

bull Normally 20 give names and telephone numbers of 2 people (that means 40 out of all the contacted)

bull 15 of those called convert to monthly donors

copy Daryl Upsall amp Associates SL 97

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 98

MAXIMISING DONOR LIFETIME VALUE

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

98 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 46 46

PRIVATE SITES Corporate

Retail

Events

copy Daryl Upsall amp Associates SL 47

Benefits bull Audience segmentation (eg B2B airport

venues etc) bull Access to multiple sites through single

agreement bull Opportunities to benefit from (and

strengthen) corporate relationships bull Potential for more innovative and interactive

engagement bull Weather-proofing bull Secure environment bull Geographical spread bull Generally higher productivity and donor

quality bull Legitimacy and credibility

PRIVATE SITES

copy Daryl Upsall amp Associates SL 48

bull Challenges bull Restricted access to sites (resource

intensive booking process) bull Potential costs for venue space

(especially shopping malls and events)

bull Barriers to scale-up bull Restrictions to movement bull Additional stand materials bull Fundraiser profiles training and

quality control

PRIVATE SITES

copy Daryl Upsall amp Associates SL 49

ROAMING TEAMS

49

bull Access to new audiences bull Higher productivity bull Motivating for fundraisers

copy Daryl Upsall amp Associates SL 50

OUT WITH THE OLD

copy Daryl Upsall amp Associates SL 51

HOUSTON GALLERIA WORLD VISION US

IN WITH THE NEW

copy Daryl Upsall amp Associates SL 52

SAVE THE CHILDREN - BOSTON

copy Daryl Upsall amp Associates SL 53

WORLD VISION SEATTLE 2012 ndashFOCUSED ON MICRO LOANS

copy Daryl Upsall amp Associates SL 54

HEART amp STROKE FOUNDATION - CANADA

copy Daryl Upsall amp Associates SL 55

copy Daryl Upsall amp Associates SL 56

WORLD VISION SEATTLE FOCUSED ON GIFT CATALOGUE

copy Daryl Upsall amp Associates SL 57

FACE TO FACE FUNDRAISING TODAYhellip AND TOMORROW

copy Daryl Upsall amp Associates SL 58

copy Daryl Upsall amp Associates SL 59

copy Daryl Upsall amp Associates SL 60

copy Daryl Upsall amp Associates SL 61

copy Daryl Upsall amp Associates SL 62 62

MORE INTERACTIVE AND ENGAGING APPROACH

copy Daryl Upsall amp Associates SL 63

10kg

5kg

normal 1-year old child

malnutrition 1-year old child

Comparing weight mid-upper arm of malnutrition and normal 1-year old child using doll+baby carrier

copy Daryl Upsall amp Associates SL 64

F2F TOTAL ENGAGEMENThellipIN BRAZIL

64

copy Daryl Upsall amp Associates SL 65

copy Daryl Upsall amp Associates SL 66

copy Daryl Upsall amp Associates SL 67

copy Daryl Upsall amp Associates SL 68

copy Daryl Upsall amp Associates SL 69

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 70

copy Daryl Upsall amp Associates SL 71

VIRTUAL REALITY ndash WELCOME TO THE FUTURE

71

copy Daryl Upsall amp Associates SL 72

copy Daryl Upsall amp Associates SL 73

FROM THENhellip

73

hellipTO NOW

copy Daryl Upsall amp Associates SL 74

WHATrsquoS THE TECHNOLOGY

copy Daryl Upsall amp Associates SL 75

WHATrsquoS THE KIT

$200 $2-$5

$100

$8-$20

+

copy Daryl Upsall amp Associates SL 76

BACK TO REALITYhellipVIRTUALLY

copy Daryl Upsall amp Associates SL 77

LET ME INTRODUCE YOU TO SIDRAhellip

77

copy Daryl Upsall amp Associates SL 78

SO HOW CAN SIDRA HELP US TO HELP CHILDREN LIKE HER

78

copy Daryl Upsall amp Associates SL 79

VIRTUAL REALITYhellipMAKING A DIFFRENCE

This experience has opened us doors to make recruitment with Face to Face in companies from our corporate alliances hellip and in the case of telcos this VR activity puts UNICEF closer to their business Rocio Salinas Asensio UNICEF Spain

copy Daryl Upsall amp Associates SL 80 80

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 81

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 82

HOW COULD YOU USE A VR EXPERIENCE

82

bull Where bull Who bull How bull What else

copy Daryl Upsall amp Associates SL 83

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 84

FOCUS ON DONOR LOYALTY AND DEVELOPMENT

copy Daryl Upsall amp Associates SL 85

donors

BUT WE HAVE A PROBLEM

copy Daryl Upsall amp Associates SL 86

RETENTION IS THE NEW ACQUISITION CUSTOMER SERVICE IS THE NEW MARKETING - JOE CONNELLY

copy Daryl Upsall amp Associates SL 87 87 87

F2F WELCOME CALL

bull Thanks the donor again bull Reinforces the charity message bull Lets donors know that you like to

listen to them and donrsquot always ask for money

bull Provides more insight into donor motivations

bull Reality check on the donorrsquos understanding of the long term commitment

bull Enhances and confirms data Reduces Early Attritionconsiderably

copy Daryl Upsall amp Associates SL 88

DONOR COMMUNICATIONS

How a new committed

donor is approached and recruited is a key determinant of all subsequent communications

copy Daryl Upsall amp Associates SL 89 89

KEY FACTORS - ENGAGING DONORS

bull Sending the right communications

bull At the right frequency bull With the right message bull In the most suitable

mediumhellipnamely telephone SMS email web

copy Daryl Upsall amp Associates SL 90

DONORS RESPOND DIFFERENTLYhellip SO NEED TO BE TREATED DIFFERENTLY

bull Direct mailpress advert recruited donors are likely to respond better to communications by mail and printed communications

bull New media recruited donors will respond better to emails and text

bull Face to face donors respond best to the telephone

90

copy Daryl Upsall amp Associates SL 91

DONOR COMMUNICATIONS

Face to face recruited donors normally are not interested in printed communication in new media and especially telephone

It is a continuation of the

ldquoconversationrdquo and ldquodialoguerdquo with the charity

copy Daryl Upsall amp Associates SL 92

DONOR COMMUNICATIONS ampldquoTOUCH POINTSrdquo

Research across 100s of NGOs in many countries consistently show that if a donor has more ldquopositive contactsrdquo or ldquotouch pointsrdquo it ndash Builds trust and loyalty ndash Increases responses rates to

appeals and upgrades ndash Reduces attrition ndash Develops the donor journey ndash Increases lifetime value

copy Daryl Upsall amp Associates SL 93

CALLING DONORS

93

Benefits bull Data validation (financial

e-mail phone address) bull Quicker data transfer and

processing bull Immediate welcome

communication bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 94

LISTEN amp OFFER CHOICE

Listen bull Encourage donors to call

write blog etc ndash but make sure you are ready for it

bull Survey donor bull Call them and ask their

opinion or just how they are bull Let them input (eg

Greenpeace ship naming)

Offer choice bull By which method are

communicated with bull How often the are

communicated with bull How they want to

engagehellipor not bull Even offer donation

holidays and downgrades in tough times

94

copy Daryl Upsall amp Associates SL 95

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 96

THANK YOU ndash MEMBER GET MEMBER CALL

bull Normally 20 give names and telephone numbers of 2 people (that means 40 out of all the contacted)

bull 15 of those called convert to monthly donors

copy Daryl Upsall amp Associates SL 97

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 98

MAXIMISING DONOR LIFETIME VALUE

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

98 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 47

Benefits bull Audience segmentation (eg B2B airport

venues etc) bull Access to multiple sites through single

agreement bull Opportunities to benefit from (and

strengthen) corporate relationships bull Potential for more innovative and interactive

engagement bull Weather-proofing bull Secure environment bull Geographical spread bull Generally higher productivity and donor

quality bull Legitimacy and credibility

PRIVATE SITES

copy Daryl Upsall amp Associates SL 48

bull Challenges bull Restricted access to sites (resource

intensive booking process) bull Potential costs for venue space

(especially shopping malls and events)

bull Barriers to scale-up bull Restrictions to movement bull Additional stand materials bull Fundraiser profiles training and

quality control

PRIVATE SITES

copy Daryl Upsall amp Associates SL 49

ROAMING TEAMS

49

bull Access to new audiences bull Higher productivity bull Motivating for fundraisers

copy Daryl Upsall amp Associates SL 50

OUT WITH THE OLD

copy Daryl Upsall amp Associates SL 51

HOUSTON GALLERIA WORLD VISION US

IN WITH THE NEW

copy Daryl Upsall amp Associates SL 52

SAVE THE CHILDREN - BOSTON

copy Daryl Upsall amp Associates SL 53

WORLD VISION SEATTLE 2012 ndashFOCUSED ON MICRO LOANS

copy Daryl Upsall amp Associates SL 54

HEART amp STROKE FOUNDATION - CANADA

copy Daryl Upsall amp Associates SL 55

copy Daryl Upsall amp Associates SL 56

WORLD VISION SEATTLE FOCUSED ON GIFT CATALOGUE

copy Daryl Upsall amp Associates SL 57

FACE TO FACE FUNDRAISING TODAYhellip AND TOMORROW

copy Daryl Upsall amp Associates SL 58

copy Daryl Upsall amp Associates SL 59

copy Daryl Upsall amp Associates SL 60

copy Daryl Upsall amp Associates SL 61

copy Daryl Upsall amp Associates SL 62 62

MORE INTERACTIVE AND ENGAGING APPROACH

copy Daryl Upsall amp Associates SL 63

10kg

5kg

normal 1-year old child

malnutrition 1-year old child

Comparing weight mid-upper arm of malnutrition and normal 1-year old child using doll+baby carrier

copy Daryl Upsall amp Associates SL 64

F2F TOTAL ENGAGEMENThellipIN BRAZIL

64

copy Daryl Upsall amp Associates SL 65

copy Daryl Upsall amp Associates SL 66

copy Daryl Upsall amp Associates SL 67

copy Daryl Upsall amp Associates SL 68

copy Daryl Upsall amp Associates SL 69

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 70

copy Daryl Upsall amp Associates SL 71

VIRTUAL REALITY ndash WELCOME TO THE FUTURE

71

copy Daryl Upsall amp Associates SL 72

copy Daryl Upsall amp Associates SL 73

FROM THENhellip

73

hellipTO NOW

copy Daryl Upsall amp Associates SL 74

WHATrsquoS THE TECHNOLOGY

copy Daryl Upsall amp Associates SL 75

WHATrsquoS THE KIT

$200 $2-$5

$100

$8-$20

+

copy Daryl Upsall amp Associates SL 76

BACK TO REALITYhellipVIRTUALLY

copy Daryl Upsall amp Associates SL 77

LET ME INTRODUCE YOU TO SIDRAhellip

77

copy Daryl Upsall amp Associates SL 78

SO HOW CAN SIDRA HELP US TO HELP CHILDREN LIKE HER

78

copy Daryl Upsall amp Associates SL 79

VIRTUAL REALITYhellipMAKING A DIFFRENCE

This experience has opened us doors to make recruitment with Face to Face in companies from our corporate alliances hellip and in the case of telcos this VR activity puts UNICEF closer to their business Rocio Salinas Asensio UNICEF Spain

copy Daryl Upsall amp Associates SL 80 80

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 81

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 82

HOW COULD YOU USE A VR EXPERIENCE

82

bull Where bull Who bull How bull What else

copy Daryl Upsall amp Associates SL 83

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 84

FOCUS ON DONOR LOYALTY AND DEVELOPMENT

copy Daryl Upsall amp Associates SL 85

donors

BUT WE HAVE A PROBLEM

copy Daryl Upsall amp Associates SL 86

RETENTION IS THE NEW ACQUISITION CUSTOMER SERVICE IS THE NEW MARKETING - JOE CONNELLY

copy Daryl Upsall amp Associates SL 87 87 87

F2F WELCOME CALL

bull Thanks the donor again bull Reinforces the charity message bull Lets donors know that you like to

listen to them and donrsquot always ask for money

bull Provides more insight into donor motivations

bull Reality check on the donorrsquos understanding of the long term commitment

bull Enhances and confirms data Reduces Early Attritionconsiderably

copy Daryl Upsall amp Associates SL 88

DONOR COMMUNICATIONS

How a new committed

donor is approached and recruited is a key determinant of all subsequent communications

copy Daryl Upsall amp Associates SL 89 89

KEY FACTORS - ENGAGING DONORS

bull Sending the right communications

bull At the right frequency bull With the right message bull In the most suitable

mediumhellipnamely telephone SMS email web

copy Daryl Upsall amp Associates SL 90

DONORS RESPOND DIFFERENTLYhellip SO NEED TO BE TREATED DIFFERENTLY

bull Direct mailpress advert recruited donors are likely to respond better to communications by mail and printed communications

bull New media recruited donors will respond better to emails and text

bull Face to face donors respond best to the telephone

90

copy Daryl Upsall amp Associates SL 91

DONOR COMMUNICATIONS

Face to face recruited donors normally are not interested in printed communication in new media and especially telephone

It is a continuation of the

ldquoconversationrdquo and ldquodialoguerdquo with the charity

copy Daryl Upsall amp Associates SL 92

DONOR COMMUNICATIONS ampldquoTOUCH POINTSrdquo

Research across 100s of NGOs in many countries consistently show that if a donor has more ldquopositive contactsrdquo or ldquotouch pointsrdquo it ndash Builds trust and loyalty ndash Increases responses rates to

appeals and upgrades ndash Reduces attrition ndash Develops the donor journey ndash Increases lifetime value

copy Daryl Upsall amp Associates SL 93

CALLING DONORS

93

Benefits bull Data validation (financial

e-mail phone address) bull Quicker data transfer and

processing bull Immediate welcome

communication bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 94

LISTEN amp OFFER CHOICE

Listen bull Encourage donors to call

write blog etc ndash but make sure you are ready for it

bull Survey donor bull Call them and ask their

opinion or just how they are bull Let them input (eg

Greenpeace ship naming)

Offer choice bull By which method are

communicated with bull How often the are

communicated with bull How they want to

engagehellipor not bull Even offer donation

holidays and downgrades in tough times

94

copy Daryl Upsall amp Associates SL 95

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 96

THANK YOU ndash MEMBER GET MEMBER CALL

bull Normally 20 give names and telephone numbers of 2 people (that means 40 out of all the contacted)

bull 15 of those called convert to monthly donors

copy Daryl Upsall amp Associates SL 97

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 98

MAXIMISING DONOR LIFETIME VALUE

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

98 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 48

bull Challenges bull Restricted access to sites (resource

intensive booking process) bull Potential costs for venue space

(especially shopping malls and events)

bull Barriers to scale-up bull Restrictions to movement bull Additional stand materials bull Fundraiser profiles training and

quality control

PRIVATE SITES

copy Daryl Upsall amp Associates SL 49

ROAMING TEAMS

49

bull Access to new audiences bull Higher productivity bull Motivating for fundraisers

copy Daryl Upsall amp Associates SL 50

OUT WITH THE OLD

copy Daryl Upsall amp Associates SL 51

HOUSTON GALLERIA WORLD VISION US

IN WITH THE NEW

copy Daryl Upsall amp Associates SL 52

SAVE THE CHILDREN - BOSTON

copy Daryl Upsall amp Associates SL 53

WORLD VISION SEATTLE 2012 ndashFOCUSED ON MICRO LOANS

copy Daryl Upsall amp Associates SL 54

HEART amp STROKE FOUNDATION - CANADA

copy Daryl Upsall amp Associates SL 55

copy Daryl Upsall amp Associates SL 56

WORLD VISION SEATTLE FOCUSED ON GIFT CATALOGUE

copy Daryl Upsall amp Associates SL 57

FACE TO FACE FUNDRAISING TODAYhellip AND TOMORROW

copy Daryl Upsall amp Associates SL 58

copy Daryl Upsall amp Associates SL 59

copy Daryl Upsall amp Associates SL 60

copy Daryl Upsall amp Associates SL 61

copy Daryl Upsall amp Associates SL 62 62

MORE INTERACTIVE AND ENGAGING APPROACH

copy Daryl Upsall amp Associates SL 63

10kg

5kg

normal 1-year old child

malnutrition 1-year old child

Comparing weight mid-upper arm of malnutrition and normal 1-year old child using doll+baby carrier

copy Daryl Upsall amp Associates SL 64

F2F TOTAL ENGAGEMENThellipIN BRAZIL

64

copy Daryl Upsall amp Associates SL 65

copy Daryl Upsall amp Associates SL 66

copy Daryl Upsall amp Associates SL 67

copy Daryl Upsall amp Associates SL 68

copy Daryl Upsall amp Associates SL 69

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 70

copy Daryl Upsall amp Associates SL 71

VIRTUAL REALITY ndash WELCOME TO THE FUTURE

71

copy Daryl Upsall amp Associates SL 72

copy Daryl Upsall amp Associates SL 73

FROM THENhellip

73

hellipTO NOW

copy Daryl Upsall amp Associates SL 74

WHATrsquoS THE TECHNOLOGY

copy Daryl Upsall amp Associates SL 75

WHATrsquoS THE KIT

$200 $2-$5

$100

$8-$20

+

copy Daryl Upsall amp Associates SL 76

BACK TO REALITYhellipVIRTUALLY

copy Daryl Upsall amp Associates SL 77

LET ME INTRODUCE YOU TO SIDRAhellip

77

copy Daryl Upsall amp Associates SL 78

SO HOW CAN SIDRA HELP US TO HELP CHILDREN LIKE HER

78

copy Daryl Upsall amp Associates SL 79

VIRTUAL REALITYhellipMAKING A DIFFRENCE

This experience has opened us doors to make recruitment with Face to Face in companies from our corporate alliances hellip and in the case of telcos this VR activity puts UNICEF closer to their business Rocio Salinas Asensio UNICEF Spain

copy Daryl Upsall amp Associates SL 80 80

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 81

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 82

HOW COULD YOU USE A VR EXPERIENCE

82

bull Where bull Who bull How bull What else

copy Daryl Upsall amp Associates SL 83

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 84

FOCUS ON DONOR LOYALTY AND DEVELOPMENT

copy Daryl Upsall amp Associates SL 85

donors

BUT WE HAVE A PROBLEM

copy Daryl Upsall amp Associates SL 86

RETENTION IS THE NEW ACQUISITION CUSTOMER SERVICE IS THE NEW MARKETING - JOE CONNELLY

copy Daryl Upsall amp Associates SL 87 87 87

F2F WELCOME CALL

bull Thanks the donor again bull Reinforces the charity message bull Lets donors know that you like to

listen to them and donrsquot always ask for money

bull Provides more insight into donor motivations

bull Reality check on the donorrsquos understanding of the long term commitment

bull Enhances and confirms data Reduces Early Attritionconsiderably

copy Daryl Upsall amp Associates SL 88

DONOR COMMUNICATIONS

How a new committed

donor is approached and recruited is a key determinant of all subsequent communications

copy Daryl Upsall amp Associates SL 89 89

KEY FACTORS - ENGAGING DONORS

bull Sending the right communications

bull At the right frequency bull With the right message bull In the most suitable

mediumhellipnamely telephone SMS email web

copy Daryl Upsall amp Associates SL 90

DONORS RESPOND DIFFERENTLYhellip SO NEED TO BE TREATED DIFFERENTLY

bull Direct mailpress advert recruited donors are likely to respond better to communications by mail and printed communications

bull New media recruited donors will respond better to emails and text

bull Face to face donors respond best to the telephone

90

copy Daryl Upsall amp Associates SL 91

DONOR COMMUNICATIONS

Face to face recruited donors normally are not interested in printed communication in new media and especially telephone

It is a continuation of the

ldquoconversationrdquo and ldquodialoguerdquo with the charity

copy Daryl Upsall amp Associates SL 92

DONOR COMMUNICATIONS ampldquoTOUCH POINTSrdquo

Research across 100s of NGOs in many countries consistently show that if a donor has more ldquopositive contactsrdquo or ldquotouch pointsrdquo it ndash Builds trust and loyalty ndash Increases responses rates to

appeals and upgrades ndash Reduces attrition ndash Develops the donor journey ndash Increases lifetime value

copy Daryl Upsall amp Associates SL 93

CALLING DONORS

93

Benefits bull Data validation (financial

e-mail phone address) bull Quicker data transfer and

processing bull Immediate welcome

communication bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 94

LISTEN amp OFFER CHOICE

Listen bull Encourage donors to call

write blog etc ndash but make sure you are ready for it

bull Survey donor bull Call them and ask their

opinion or just how they are bull Let them input (eg

Greenpeace ship naming)

Offer choice bull By which method are

communicated with bull How often the are

communicated with bull How they want to

engagehellipor not bull Even offer donation

holidays and downgrades in tough times

94

copy Daryl Upsall amp Associates SL 95

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 96

THANK YOU ndash MEMBER GET MEMBER CALL

bull Normally 20 give names and telephone numbers of 2 people (that means 40 out of all the contacted)

bull 15 of those called convert to monthly donors

copy Daryl Upsall amp Associates SL 97

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 98

MAXIMISING DONOR LIFETIME VALUE

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

98 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 49

ROAMING TEAMS

49

bull Access to new audiences bull Higher productivity bull Motivating for fundraisers

copy Daryl Upsall amp Associates SL 50

OUT WITH THE OLD

copy Daryl Upsall amp Associates SL 51

HOUSTON GALLERIA WORLD VISION US

IN WITH THE NEW

copy Daryl Upsall amp Associates SL 52

SAVE THE CHILDREN - BOSTON

copy Daryl Upsall amp Associates SL 53

WORLD VISION SEATTLE 2012 ndashFOCUSED ON MICRO LOANS

copy Daryl Upsall amp Associates SL 54

HEART amp STROKE FOUNDATION - CANADA

copy Daryl Upsall amp Associates SL 55

copy Daryl Upsall amp Associates SL 56

WORLD VISION SEATTLE FOCUSED ON GIFT CATALOGUE

copy Daryl Upsall amp Associates SL 57

FACE TO FACE FUNDRAISING TODAYhellip AND TOMORROW

copy Daryl Upsall amp Associates SL 58

copy Daryl Upsall amp Associates SL 59

copy Daryl Upsall amp Associates SL 60

copy Daryl Upsall amp Associates SL 61

copy Daryl Upsall amp Associates SL 62 62

MORE INTERACTIVE AND ENGAGING APPROACH

copy Daryl Upsall amp Associates SL 63

10kg

5kg

normal 1-year old child

malnutrition 1-year old child

Comparing weight mid-upper arm of malnutrition and normal 1-year old child using doll+baby carrier

copy Daryl Upsall amp Associates SL 64

F2F TOTAL ENGAGEMENThellipIN BRAZIL

64

copy Daryl Upsall amp Associates SL 65

copy Daryl Upsall amp Associates SL 66

copy Daryl Upsall amp Associates SL 67

copy Daryl Upsall amp Associates SL 68

copy Daryl Upsall amp Associates SL 69

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 70

copy Daryl Upsall amp Associates SL 71

VIRTUAL REALITY ndash WELCOME TO THE FUTURE

71

copy Daryl Upsall amp Associates SL 72

copy Daryl Upsall amp Associates SL 73

FROM THENhellip

73

hellipTO NOW

copy Daryl Upsall amp Associates SL 74

WHATrsquoS THE TECHNOLOGY

copy Daryl Upsall amp Associates SL 75

WHATrsquoS THE KIT

$200 $2-$5

$100

$8-$20

+

copy Daryl Upsall amp Associates SL 76

BACK TO REALITYhellipVIRTUALLY

copy Daryl Upsall amp Associates SL 77

LET ME INTRODUCE YOU TO SIDRAhellip

77

copy Daryl Upsall amp Associates SL 78

SO HOW CAN SIDRA HELP US TO HELP CHILDREN LIKE HER

78

copy Daryl Upsall amp Associates SL 79

VIRTUAL REALITYhellipMAKING A DIFFRENCE

This experience has opened us doors to make recruitment with Face to Face in companies from our corporate alliances hellip and in the case of telcos this VR activity puts UNICEF closer to their business Rocio Salinas Asensio UNICEF Spain

copy Daryl Upsall amp Associates SL 80 80

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 81

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 82

HOW COULD YOU USE A VR EXPERIENCE

82

bull Where bull Who bull How bull What else

copy Daryl Upsall amp Associates SL 83

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 84

FOCUS ON DONOR LOYALTY AND DEVELOPMENT

copy Daryl Upsall amp Associates SL 85

donors

BUT WE HAVE A PROBLEM

copy Daryl Upsall amp Associates SL 86

RETENTION IS THE NEW ACQUISITION CUSTOMER SERVICE IS THE NEW MARKETING - JOE CONNELLY

copy Daryl Upsall amp Associates SL 87 87 87

F2F WELCOME CALL

bull Thanks the donor again bull Reinforces the charity message bull Lets donors know that you like to

listen to them and donrsquot always ask for money

bull Provides more insight into donor motivations

bull Reality check on the donorrsquos understanding of the long term commitment

bull Enhances and confirms data Reduces Early Attritionconsiderably

copy Daryl Upsall amp Associates SL 88

DONOR COMMUNICATIONS

How a new committed

donor is approached and recruited is a key determinant of all subsequent communications

copy Daryl Upsall amp Associates SL 89 89

KEY FACTORS - ENGAGING DONORS

bull Sending the right communications

bull At the right frequency bull With the right message bull In the most suitable

mediumhellipnamely telephone SMS email web

copy Daryl Upsall amp Associates SL 90

DONORS RESPOND DIFFERENTLYhellip SO NEED TO BE TREATED DIFFERENTLY

bull Direct mailpress advert recruited donors are likely to respond better to communications by mail and printed communications

bull New media recruited donors will respond better to emails and text

bull Face to face donors respond best to the telephone

90

copy Daryl Upsall amp Associates SL 91

DONOR COMMUNICATIONS

Face to face recruited donors normally are not interested in printed communication in new media and especially telephone

It is a continuation of the

ldquoconversationrdquo and ldquodialoguerdquo with the charity

copy Daryl Upsall amp Associates SL 92

DONOR COMMUNICATIONS ampldquoTOUCH POINTSrdquo

Research across 100s of NGOs in many countries consistently show that if a donor has more ldquopositive contactsrdquo or ldquotouch pointsrdquo it ndash Builds trust and loyalty ndash Increases responses rates to

appeals and upgrades ndash Reduces attrition ndash Develops the donor journey ndash Increases lifetime value

copy Daryl Upsall amp Associates SL 93

CALLING DONORS

93

Benefits bull Data validation (financial

e-mail phone address) bull Quicker data transfer and

processing bull Immediate welcome

communication bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 94

LISTEN amp OFFER CHOICE

Listen bull Encourage donors to call

write blog etc ndash but make sure you are ready for it

bull Survey donor bull Call them and ask their

opinion or just how they are bull Let them input (eg

Greenpeace ship naming)

Offer choice bull By which method are

communicated with bull How often the are

communicated with bull How they want to

engagehellipor not bull Even offer donation

holidays and downgrades in tough times

94

copy Daryl Upsall amp Associates SL 95

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 96

THANK YOU ndash MEMBER GET MEMBER CALL

bull Normally 20 give names and telephone numbers of 2 people (that means 40 out of all the contacted)

bull 15 of those called convert to monthly donors

copy Daryl Upsall amp Associates SL 97

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 98

MAXIMISING DONOR LIFETIME VALUE

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

98 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 50

OUT WITH THE OLD

copy Daryl Upsall amp Associates SL 51

HOUSTON GALLERIA WORLD VISION US

IN WITH THE NEW

copy Daryl Upsall amp Associates SL 52

SAVE THE CHILDREN - BOSTON

copy Daryl Upsall amp Associates SL 53

WORLD VISION SEATTLE 2012 ndashFOCUSED ON MICRO LOANS

copy Daryl Upsall amp Associates SL 54

HEART amp STROKE FOUNDATION - CANADA

copy Daryl Upsall amp Associates SL 55

copy Daryl Upsall amp Associates SL 56

WORLD VISION SEATTLE FOCUSED ON GIFT CATALOGUE

copy Daryl Upsall amp Associates SL 57

FACE TO FACE FUNDRAISING TODAYhellip AND TOMORROW

copy Daryl Upsall amp Associates SL 58

copy Daryl Upsall amp Associates SL 59

copy Daryl Upsall amp Associates SL 60

copy Daryl Upsall amp Associates SL 61

copy Daryl Upsall amp Associates SL 62 62

MORE INTERACTIVE AND ENGAGING APPROACH

copy Daryl Upsall amp Associates SL 63

10kg

5kg

normal 1-year old child

malnutrition 1-year old child

Comparing weight mid-upper arm of malnutrition and normal 1-year old child using doll+baby carrier

copy Daryl Upsall amp Associates SL 64

F2F TOTAL ENGAGEMENThellipIN BRAZIL

64

copy Daryl Upsall amp Associates SL 65

copy Daryl Upsall amp Associates SL 66

copy Daryl Upsall amp Associates SL 67

copy Daryl Upsall amp Associates SL 68

copy Daryl Upsall amp Associates SL 69

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 70

copy Daryl Upsall amp Associates SL 71

VIRTUAL REALITY ndash WELCOME TO THE FUTURE

71

copy Daryl Upsall amp Associates SL 72

copy Daryl Upsall amp Associates SL 73

FROM THENhellip

73

hellipTO NOW

copy Daryl Upsall amp Associates SL 74

WHATrsquoS THE TECHNOLOGY

copy Daryl Upsall amp Associates SL 75

WHATrsquoS THE KIT

$200 $2-$5

$100

$8-$20

+

copy Daryl Upsall amp Associates SL 76

BACK TO REALITYhellipVIRTUALLY

copy Daryl Upsall amp Associates SL 77

LET ME INTRODUCE YOU TO SIDRAhellip

77

copy Daryl Upsall amp Associates SL 78

SO HOW CAN SIDRA HELP US TO HELP CHILDREN LIKE HER

78

copy Daryl Upsall amp Associates SL 79

VIRTUAL REALITYhellipMAKING A DIFFRENCE

This experience has opened us doors to make recruitment with Face to Face in companies from our corporate alliances hellip and in the case of telcos this VR activity puts UNICEF closer to their business Rocio Salinas Asensio UNICEF Spain

copy Daryl Upsall amp Associates SL 80 80

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 81

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 82

HOW COULD YOU USE A VR EXPERIENCE

82

bull Where bull Who bull How bull What else

copy Daryl Upsall amp Associates SL 83

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 84

FOCUS ON DONOR LOYALTY AND DEVELOPMENT

copy Daryl Upsall amp Associates SL 85

donors

BUT WE HAVE A PROBLEM

copy Daryl Upsall amp Associates SL 86

RETENTION IS THE NEW ACQUISITION CUSTOMER SERVICE IS THE NEW MARKETING - JOE CONNELLY

copy Daryl Upsall amp Associates SL 87 87 87

F2F WELCOME CALL

bull Thanks the donor again bull Reinforces the charity message bull Lets donors know that you like to

listen to them and donrsquot always ask for money

bull Provides more insight into donor motivations

bull Reality check on the donorrsquos understanding of the long term commitment

bull Enhances and confirms data Reduces Early Attritionconsiderably

copy Daryl Upsall amp Associates SL 88

DONOR COMMUNICATIONS

How a new committed

donor is approached and recruited is a key determinant of all subsequent communications

copy Daryl Upsall amp Associates SL 89 89

KEY FACTORS - ENGAGING DONORS

bull Sending the right communications

bull At the right frequency bull With the right message bull In the most suitable

mediumhellipnamely telephone SMS email web

copy Daryl Upsall amp Associates SL 90

DONORS RESPOND DIFFERENTLYhellip SO NEED TO BE TREATED DIFFERENTLY

bull Direct mailpress advert recruited donors are likely to respond better to communications by mail and printed communications

bull New media recruited donors will respond better to emails and text

bull Face to face donors respond best to the telephone

90

copy Daryl Upsall amp Associates SL 91

DONOR COMMUNICATIONS

Face to face recruited donors normally are not interested in printed communication in new media and especially telephone

It is a continuation of the

ldquoconversationrdquo and ldquodialoguerdquo with the charity

copy Daryl Upsall amp Associates SL 92

DONOR COMMUNICATIONS ampldquoTOUCH POINTSrdquo

Research across 100s of NGOs in many countries consistently show that if a donor has more ldquopositive contactsrdquo or ldquotouch pointsrdquo it ndash Builds trust and loyalty ndash Increases responses rates to

appeals and upgrades ndash Reduces attrition ndash Develops the donor journey ndash Increases lifetime value

copy Daryl Upsall amp Associates SL 93

CALLING DONORS

93

Benefits bull Data validation (financial

e-mail phone address) bull Quicker data transfer and

processing bull Immediate welcome

communication bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 94

LISTEN amp OFFER CHOICE

Listen bull Encourage donors to call

write blog etc ndash but make sure you are ready for it

bull Survey donor bull Call them and ask their

opinion or just how they are bull Let them input (eg

Greenpeace ship naming)

Offer choice bull By which method are

communicated with bull How often the are

communicated with bull How they want to

engagehellipor not bull Even offer donation

holidays and downgrades in tough times

94

copy Daryl Upsall amp Associates SL 95

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 96

THANK YOU ndash MEMBER GET MEMBER CALL

bull Normally 20 give names and telephone numbers of 2 people (that means 40 out of all the contacted)

bull 15 of those called convert to monthly donors

copy Daryl Upsall amp Associates SL 97

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 98

MAXIMISING DONOR LIFETIME VALUE

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

98 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 51

HOUSTON GALLERIA WORLD VISION US

IN WITH THE NEW

copy Daryl Upsall amp Associates SL 52

SAVE THE CHILDREN - BOSTON

copy Daryl Upsall amp Associates SL 53

WORLD VISION SEATTLE 2012 ndashFOCUSED ON MICRO LOANS

copy Daryl Upsall amp Associates SL 54

HEART amp STROKE FOUNDATION - CANADA

copy Daryl Upsall amp Associates SL 55

copy Daryl Upsall amp Associates SL 56

WORLD VISION SEATTLE FOCUSED ON GIFT CATALOGUE

copy Daryl Upsall amp Associates SL 57

FACE TO FACE FUNDRAISING TODAYhellip AND TOMORROW

copy Daryl Upsall amp Associates SL 58

copy Daryl Upsall amp Associates SL 59

copy Daryl Upsall amp Associates SL 60

copy Daryl Upsall amp Associates SL 61

copy Daryl Upsall amp Associates SL 62 62

MORE INTERACTIVE AND ENGAGING APPROACH

copy Daryl Upsall amp Associates SL 63

10kg

5kg

normal 1-year old child

malnutrition 1-year old child

Comparing weight mid-upper arm of malnutrition and normal 1-year old child using doll+baby carrier

copy Daryl Upsall amp Associates SL 64

F2F TOTAL ENGAGEMENThellipIN BRAZIL

64

copy Daryl Upsall amp Associates SL 65

copy Daryl Upsall amp Associates SL 66

copy Daryl Upsall amp Associates SL 67

copy Daryl Upsall amp Associates SL 68

copy Daryl Upsall amp Associates SL 69

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 70

copy Daryl Upsall amp Associates SL 71

VIRTUAL REALITY ndash WELCOME TO THE FUTURE

71

copy Daryl Upsall amp Associates SL 72

copy Daryl Upsall amp Associates SL 73

FROM THENhellip

73

hellipTO NOW

copy Daryl Upsall amp Associates SL 74

WHATrsquoS THE TECHNOLOGY

copy Daryl Upsall amp Associates SL 75

WHATrsquoS THE KIT

$200 $2-$5

$100

$8-$20

+

copy Daryl Upsall amp Associates SL 76

BACK TO REALITYhellipVIRTUALLY

copy Daryl Upsall amp Associates SL 77

LET ME INTRODUCE YOU TO SIDRAhellip

77

copy Daryl Upsall amp Associates SL 78

SO HOW CAN SIDRA HELP US TO HELP CHILDREN LIKE HER

78

copy Daryl Upsall amp Associates SL 79

VIRTUAL REALITYhellipMAKING A DIFFRENCE

This experience has opened us doors to make recruitment with Face to Face in companies from our corporate alliances hellip and in the case of telcos this VR activity puts UNICEF closer to their business Rocio Salinas Asensio UNICEF Spain

copy Daryl Upsall amp Associates SL 80 80

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 81

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 82

HOW COULD YOU USE A VR EXPERIENCE

82

bull Where bull Who bull How bull What else

copy Daryl Upsall amp Associates SL 83

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 84

FOCUS ON DONOR LOYALTY AND DEVELOPMENT

copy Daryl Upsall amp Associates SL 85

donors

BUT WE HAVE A PROBLEM

copy Daryl Upsall amp Associates SL 86

RETENTION IS THE NEW ACQUISITION CUSTOMER SERVICE IS THE NEW MARKETING - JOE CONNELLY

copy Daryl Upsall amp Associates SL 87 87 87

F2F WELCOME CALL

bull Thanks the donor again bull Reinforces the charity message bull Lets donors know that you like to

listen to them and donrsquot always ask for money

bull Provides more insight into donor motivations

bull Reality check on the donorrsquos understanding of the long term commitment

bull Enhances and confirms data Reduces Early Attritionconsiderably

copy Daryl Upsall amp Associates SL 88

DONOR COMMUNICATIONS

How a new committed

donor is approached and recruited is a key determinant of all subsequent communications

copy Daryl Upsall amp Associates SL 89 89

KEY FACTORS - ENGAGING DONORS

bull Sending the right communications

bull At the right frequency bull With the right message bull In the most suitable

mediumhellipnamely telephone SMS email web

copy Daryl Upsall amp Associates SL 90

DONORS RESPOND DIFFERENTLYhellip SO NEED TO BE TREATED DIFFERENTLY

bull Direct mailpress advert recruited donors are likely to respond better to communications by mail and printed communications

bull New media recruited donors will respond better to emails and text

bull Face to face donors respond best to the telephone

90

copy Daryl Upsall amp Associates SL 91

DONOR COMMUNICATIONS

Face to face recruited donors normally are not interested in printed communication in new media and especially telephone

It is a continuation of the

ldquoconversationrdquo and ldquodialoguerdquo with the charity

copy Daryl Upsall amp Associates SL 92

DONOR COMMUNICATIONS ampldquoTOUCH POINTSrdquo

Research across 100s of NGOs in many countries consistently show that if a donor has more ldquopositive contactsrdquo or ldquotouch pointsrdquo it ndash Builds trust and loyalty ndash Increases responses rates to

appeals and upgrades ndash Reduces attrition ndash Develops the donor journey ndash Increases lifetime value

copy Daryl Upsall amp Associates SL 93

CALLING DONORS

93

Benefits bull Data validation (financial

e-mail phone address) bull Quicker data transfer and

processing bull Immediate welcome

communication bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 94

LISTEN amp OFFER CHOICE

Listen bull Encourage donors to call

write blog etc ndash but make sure you are ready for it

bull Survey donor bull Call them and ask their

opinion or just how they are bull Let them input (eg

Greenpeace ship naming)

Offer choice bull By which method are

communicated with bull How often the are

communicated with bull How they want to

engagehellipor not bull Even offer donation

holidays and downgrades in tough times

94

copy Daryl Upsall amp Associates SL 95

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 96

THANK YOU ndash MEMBER GET MEMBER CALL

bull Normally 20 give names and telephone numbers of 2 people (that means 40 out of all the contacted)

bull 15 of those called convert to monthly donors

copy Daryl Upsall amp Associates SL 97

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 98

MAXIMISING DONOR LIFETIME VALUE

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

98 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 52

SAVE THE CHILDREN - BOSTON

copy Daryl Upsall amp Associates SL 53

WORLD VISION SEATTLE 2012 ndashFOCUSED ON MICRO LOANS

copy Daryl Upsall amp Associates SL 54

HEART amp STROKE FOUNDATION - CANADA

copy Daryl Upsall amp Associates SL 55

copy Daryl Upsall amp Associates SL 56

WORLD VISION SEATTLE FOCUSED ON GIFT CATALOGUE

copy Daryl Upsall amp Associates SL 57

FACE TO FACE FUNDRAISING TODAYhellip AND TOMORROW

copy Daryl Upsall amp Associates SL 58

copy Daryl Upsall amp Associates SL 59

copy Daryl Upsall amp Associates SL 60

copy Daryl Upsall amp Associates SL 61

copy Daryl Upsall amp Associates SL 62 62

MORE INTERACTIVE AND ENGAGING APPROACH

copy Daryl Upsall amp Associates SL 63

10kg

5kg

normal 1-year old child

malnutrition 1-year old child

Comparing weight mid-upper arm of malnutrition and normal 1-year old child using doll+baby carrier

copy Daryl Upsall amp Associates SL 64

F2F TOTAL ENGAGEMENThellipIN BRAZIL

64

copy Daryl Upsall amp Associates SL 65

copy Daryl Upsall amp Associates SL 66

copy Daryl Upsall amp Associates SL 67

copy Daryl Upsall amp Associates SL 68

copy Daryl Upsall amp Associates SL 69

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 70

copy Daryl Upsall amp Associates SL 71

VIRTUAL REALITY ndash WELCOME TO THE FUTURE

71

copy Daryl Upsall amp Associates SL 72

copy Daryl Upsall amp Associates SL 73

FROM THENhellip

73

hellipTO NOW

copy Daryl Upsall amp Associates SL 74

WHATrsquoS THE TECHNOLOGY

copy Daryl Upsall amp Associates SL 75

WHATrsquoS THE KIT

$200 $2-$5

$100

$8-$20

+

copy Daryl Upsall amp Associates SL 76

BACK TO REALITYhellipVIRTUALLY

copy Daryl Upsall amp Associates SL 77

LET ME INTRODUCE YOU TO SIDRAhellip

77

copy Daryl Upsall amp Associates SL 78

SO HOW CAN SIDRA HELP US TO HELP CHILDREN LIKE HER

78

copy Daryl Upsall amp Associates SL 79

VIRTUAL REALITYhellipMAKING A DIFFRENCE

This experience has opened us doors to make recruitment with Face to Face in companies from our corporate alliances hellip and in the case of telcos this VR activity puts UNICEF closer to their business Rocio Salinas Asensio UNICEF Spain

copy Daryl Upsall amp Associates SL 80 80

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 81

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 82

HOW COULD YOU USE A VR EXPERIENCE

82

bull Where bull Who bull How bull What else

copy Daryl Upsall amp Associates SL 83

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 84

FOCUS ON DONOR LOYALTY AND DEVELOPMENT

copy Daryl Upsall amp Associates SL 85

donors

BUT WE HAVE A PROBLEM

copy Daryl Upsall amp Associates SL 86

RETENTION IS THE NEW ACQUISITION CUSTOMER SERVICE IS THE NEW MARKETING - JOE CONNELLY

copy Daryl Upsall amp Associates SL 87 87 87

F2F WELCOME CALL

bull Thanks the donor again bull Reinforces the charity message bull Lets donors know that you like to

listen to them and donrsquot always ask for money

bull Provides more insight into donor motivations

bull Reality check on the donorrsquos understanding of the long term commitment

bull Enhances and confirms data Reduces Early Attritionconsiderably

copy Daryl Upsall amp Associates SL 88

DONOR COMMUNICATIONS

How a new committed

donor is approached and recruited is a key determinant of all subsequent communications

copy Daryl Upsall amp Associates SL 89 89

KEY FACTORS - ENGAGING DONORS

bull Sending the right communications

bull At the right frequency bull With the right message bull In the most suitable

mediumhellipnamely telephone SMS email web

copy Daryl Upsall amp Associates SL 90

DONORS RESPOND DIFFERENTLYhellip SO NEED TO BE TREATED DIFFERENTLY

bull Direct mailpress advert recruited donors are likely to respond better to communications by mail and printed communications

bull New media recruited donors will respond better to emails and text

bull Face to face donors respond best to the telephone

90

copy Daryl Upsall amp Associates SL 91

DONOR COMMUNICATIONS

Face to face recruited donors normally are not interested in printed communication in new media and especially telephone

It is a continuation of the

ldquoconversationrdquo and ldquodialoguerdquo with the charity

copy Daryl Upsall amp Associates SL 92

DONOR COMMUNICATIONS ampldquoTOUCH POINTSrdquo

Research across 100s of NGOs in many countries consistently show that if a donor has more ldquopositive contactsrdquo or ldquotouch pointsrdquo it ndash Builds trust and loyalty ndash Increases responses rates to

appeals and upgrades ndash Reduces attrition ndash Develops the donor journey ndash Increases lifetime value

copy Daryl Upsall amp Associates SL 93

CALLING DONORS

93

Benefits bull Data validation (financial

e-mail phone address) bull Quicker data transfer and

processing bull Immediate welcome

communication bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 94

LISTEN amp OFFER CHOICE

Listen bull Encourage donors to call

write blog etc ndash but make sure you are ready for it

bull Survey donor bull Call them and ask their

opinion or just how they are bull Let them input (eg

Greenpeace ship naming)

Offer choice bull By which method are

communicated with bull How often the are

communicated with bull How they want to

engagehellipor not bull Even offer donation

holidays and downgrades in tough times

94

copy Daryl Upsall amp Associates SL 95

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 96

THANK YOU ndash MEMBER GET MEMBER CALL

bull Normally 20 give names and telephone numbers of 2 people (that means 40 out of all the contacted)

bull 15 of those called convert to monthly donors

copy Daryl Upsall amp Associates SL 97

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 98

MAXIMISING DONOR LIFETIME VALUE

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

98 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 53

WORLD VISION SEATTLE 2012 ndashFOCUSED ON MICRO LOANS

copy Daryl Upsall amp Associates SL 54

HEART amp STROKE FOUNDATION - CANADA

copy Daryl Upsall amp Associates SL 55

copy Daryl Upsall amp Associates SL 56

WORLD VISION SEATTLE FOCUSED ON GIFT CATALOGUE

copy Daryl Upsall amp Associates SL 57

FACE TO FACE FUNDRAISING TODAYhellip AND TOMORROW

copy Daryl Upsall amp Associates SL 58

copy Daryl Upsall amp Associates SL 59

copy Daryl Upsall amp Associates SL 60

copy Daryl Upsall amp Associates SL 61

copy Daryl Upsall amp Associates SL 62 62

MORE INTERACTIVE AND ENGAGING APPROACH

copy Daryl Upsall amp Associates SL 63

10kg

5kg

normal 1-year old child

malnutrition 1-year old child

Comparing weight mid-upper arm of malnutrition and normal 1-year old child using doll+baby carrier

copy Daryl Upsall amp Associates SL 64

F2F TOTAL ENGAGEMENThellipIN BRAZIL

64

copy Daryl Upsall amp Associates SL 65

copy Daryl Upsall amp Associates SL 66

copy Daryl Upsall amp Associates SL 67

copy Daryl Upsall amp Associates SL 68

copy Daryl Upsall amp Associates SL 69

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 70

copy Daryl Upsall amp Associates SL 71

VIRTUAL REALITY ndash WELCOME TO THE FUTURE

71

copy Daryl Upsall amp Associates SL 72

copy Daryl Upsall amp Associates SL 73

FROM THENhellip

73

hellipTO NOW

copy Daryl Upsall amp Associates SL 74

WHATrsquoS THE TECHNOLOGY

copy Daryl Upsall amp Associates SL 75

WHATrsquoS THE KIT

$200 $2-$5

$100

$8-$20

+

copy Daryl Upsall amp Associates SL 76

BACK TO REALITYhellipVIRTUALLY

copy Daryl Upsall amp Associates SL 77

LET ME INTRODUCE YOU TO SIDRAhellip

77

copy Daryl Upsall amp Associates SL 78

SO HOW CAN SIDRA HELP US TO HELP CHILDREN LIKE HER

78

copy Daryl Upsall amp Associates SL 79

VIRTUAL REALITYhellipMAKING A DIFFRENCE

This experience has opened us doors to make recruitment with Face to Face in companies from our corporate alliances hellip and in the case of telcos this VR activity puts UNICEF closer to their business Rocio Salinas Asensio UNICEF Spain

copy Daryl Upsall amp Associates SL 80 80

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 81

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 82

HOW COULD YOU USE A VR EXPERIENCE

82

bull Where bull Who bull How bull What else

copy Daryl Upsall amp Associates SL 83

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 84

FOCUS ON DONOR LOYALTY AND DEVELOPMENT

copy Daryl Upsall amp Associates SL 85

donors

BUT WE HAVE A PROBLEM

copy Daryl Upsall amp Associates SL 86

RETENTION IS THE NEW ACQUISITION CUSTOMER SERVICE IS THE NEW MARKETING - JOE CONNELLY

copy Daryl Upsall amp Associates SL 87 87 87

F2F WELCOME CALL

bull Thanks the donor again bull Reinforces the charity message bull Lets donors know that you like to

listen to them and donrsquot always ask for money

bull Provides more insight into donor motivations

bull Reality check on the donorrsquos understanding of the long term commitment

bull Enhances and confirms data Reduces Early Attritionconsiderably

copy Daryl Upsall amp Associates SL 88

DONOR COMMUNICATIONS

How a new committed

donor is approached and recruited is a key determinant of all subsequent communications

copy Daryl Upsall amp Associates SL 89 89

KEY FACTORS - ENGAGING DONORS

bull Sending the right communications

bull At the right frequency bull With the right message bull In the most suitable

mediumhellipnamely telephone SMS email web

copy Daryl Upsall amp Associates SL 90

DONORS RESPOND DIFFERENTLYhellip SO NEED TO BE TREATED DIFFERENTLY

bull Direct mailpress advert recruited donors are likely to respond better to communications by mail and printed communications

bull New media recruited donors will respond better to emails and text

bull Face to face donors respond best to the telephone

90

copy Daryl Upsall amp Associates SL 91

DONOR COMMUNICATIONS

Face to face recruited donors normally are not interested in printed communication in new media and especially telephone

It is a continuation of the

ldquoconversationrdquo and ldquodialoguerdquo with the charity

copy Daryl Upsall amp Associates SL 92

DONOR COMMUNICATIONS ampldquoTOUCH POINTSrdquo

Research across 100s of NGOs in many countries consistently show that if a donor has more ldquopositive contactsrdquo or ldquotouch pointsrdquo it ndash Builds trust and loyalty ndash Increases responses rates to

appeals and upgrades ndash Reduces attrition ndash Develops the donor journey ndash Increases lifetime value

copy Daryl Upsall amp Associates SL 93

CALLING DONORS

93

Benefits bull Data validation (financial

e-mail phone address) bull Quicker data transfer and

processing bull Immediate welcome

communication bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 94

LISTEN amp OFFER CHOICE

Listen bull Encourage donors to call

write blog etc ndash but make sure you are ready for it

bull Survey donor bull Call them and ask their

opinion or just how they are bull Let them input (eg

Greenpeace ship naming)

Offer choice bull By which method are

communicated with bull How often the are

communicated with bull How they want to

engagehellipor not bull Even offer donation

holidays and downgrades in tough times

94

copy Daryl Upsall amp Associates SL 95

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 96

THANK YOU ndash MEMBER GET MEMBER CALL

bull Normally 20 give names and telephone numbers of 2 people (that means 40 out of all the contacted)

bull 15 of those called convert to monthly donors

copy Daryl Upsall amp Associates SL 97

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 98

MAXIMISING DONOR LIFETIME VALUE

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

98 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 54

HEART amp STROKE FOUNDATION - CANADA

copy Daryl Upsall amp Associates SL 55

copy Daryl Upsall amp Associates SL 56

WORLD VISION SEATTLE FOCUSED ON GIFT CATALOGUE

copy Daryl Upsall amp Associates SL 57

FACE TO FACE FUNDRAISING TODAYhellip AND TOMORROW

copy Daryl Upsall amp Associates SL 58

copy Daryl Upsall amp Associates SL 59

copy Daryl Upsall amp Associates SL 60

copy Daryl Upsall amp Associates SL 61

copy Daryl Upsall amp Associates SL 62 62

MORE INTERACTIVE AND ENGAGING APPROACH

copy Daryl Upsall amp Associates SL 63

10kg

5kg

normal 1-year old child

malnutrition 1-year old child

Comparing weight mid-upper arm of malnutrition and normal 1-year old child using doll+baby carrier

copy Daryl Upsall amp Associates SL 64

F2F TOTAL ENGAGEMENThellipIN BRAZIL

64

copy Daryl Upsall amp Associates SL 65

copy Daryl Upsall amp Associates SL 66

copy Daryl Upsall amp Associates SL 67

copy Daryl Upsall amp Associates SL 68

copy Daryl Upsall amp Associates SL 69

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 70

copy Daryl Upsall amp Associates SL 71

VIRTUAL REALITY ndash WELCOME TO THE FUTURE

71

copy Daryl Upsall amp Associates SL 72

copy Daryl Upsall amp Associates SL 73

FROM THENhellip

73

hellipTO NOW

copy Daryl Upsall amp Associates SL 74

WHATrsquoS THE TECHNOLOGY

copy Daryl Upsall amp Associates SL 75

WHATrsquoS THE KIT

$200 $2-$5

$100

$8-$20

+

copy Daryl Upsall amp Associates SL 76

BACK TO REALITYhellipVIRTUALLY

copy Daryl Upsall amp Associates SL 77

LET ME INTRODUCE YOU TO SIDRAhellip

77

copy Daryl Upsall amp Associates SL 78

SO HOW CAN SIDRA HELP US TO HELP CHILDREN LIKE HER

78

copy Daryl Upsall amp Associates SL 79

VIRTUAL REALITYhellipMAKING A DIFFRENCE

This experience has opened us doors to make recruitment with Face to Face in companies from our corporate alliances hellip and in the case of telcos this VR activity puts UNICEF closer to their business Rocio Salinas Asensio UNICEF Spain

copy Daryl Upsall amp Associates SL 80 80

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 81

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 82

HOW COULD YOU USE A VR EXPERIENCE

82

bull Where bull Who bull How bull What else

copy Daryl Upsall amp Associates SL 83

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 84

FOCUS ON DONOR LOYALTY AND DEVELOPMENT

copy Daryl Upsall amp Associates SL 85

donors

BUT WE HAVE A PROBLEM

copy Daryl Upsall amp Associates SL 86

RETENTION IS THE NEW ACQUISITION CUSTOMER SERVICE IS THE NEW MARKETING - JOE CONNELLY

copy Daryl Upsall amp Associates SL 87 87 87

F2F WELCOME CALL

bull Thanks the donor again bull Reinforces the charity message bull Lets donors know that you like to

listen to them and donrsquot always ask for money

bull Provides more insight into donor motivations

bull Reality check on the donorrsquos understanding of the long term commitment

bull Enhances and confirms data Reduces Early Attritionconsiderably

copy Daryl Upsall amp Associates SL 88

DONOR COMMUNICATIONS

How a new committed

donor is approached and recruited is a key determinant of all subsequent communications

copy Daryl Upsall amp Associates SL 89 89

KEY FACTORS - ENGAGING DONORS

bull Sending the right communications

bull At the right frequency bull With the right message bull In the most suitable

mediumhellipnamely telephone SMS email web

copy Daryl Upsall amp Associates SL 90

DONORS RESPOND DIFFERENTLYhellip SO NEED TO BE TREATED DIFFERENTLY

bull Direct mailpress advert recruited donors are likely to respond better to communications by mail and printed communications

bull New media recruited donors will respond better to emails and text

bull Face to face donors respond best to the telephone

90

copy Daryl Upsall amp Associates SL 91

DONOR COMMUNICATIONS

Face to face recruited donors normally are not interested in printed communication in new media and especially telephone

It is a continuation of the

ldquoconversationrdquo and ldquodialoguerdquo with the charity

copy Daryl Upsall amp Associates SL 92

DONOR COMMUNICATIONS ampldquoTOUCH POINTSrdquo

Research across 100s of NGOs in many countries consistently show that if a donor has more ldquopositive contactsrdquo or ldquotouch pointsrdquo it ndash Builds trust and loyalty ndash Increases responses rates to

appeals and upgrades ndash Reduces attrition ndash Develops the donor journey ndash Increases lifetime value

copy Daryl Upsall amp Associates SL 93

CALLING DONORS

93

Benefits bull Data validation (financial

e-mail phone address) bull Quicker data transfer and

processing bull Immediate welcome

communication bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 94

LISTEN amp OFFER CHOICE

Listen bull Encourage donors to call

write blog etc ndash but make sure you are ready for it

bull Survey donor bull Call them and ask their

opinion or just how they are bull Let them input (eg

Greenpeace ship naming)

Offer choice bull By which method are

communicated with bull How often the are

communicated with bull How they want to

engagehellipor not bull Even offer donation

holidays and downgrades in tough times

94

copy Daryl Upsall amp Associates SL 95

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 96

THANK YOU ndash MEMBER GET MEMBER CALL

bull Normally 20 give names and telephone numbers of 2 people (that means 40 out of all the contacted)

bull 15 of those called convert to monthly donors

copy Daryl Upsall amp Associates SL 97

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 98

MAXIMISING DONOR LIFETIME VALUE

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

98 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 55

copy Daryl Upsall amp Associates SL 56

WORLD VISION SEATTLE FOCUSED ON GIFT CATALOGUE

copy Daryl Upsall amp Associates SL 57

FACE TO FACE FUNDRAISING TODAYhellip AND TOMORROW

copy Daryl Upsall amp Associates SL 58

copy Daryl Upsall amp Associates SL 59

copy Daryl Upsall amp Associates SL 60

copy Daryl Upsall amp Associates SL 61

copy Daryl Upsall amp Associates SL 62 62

MORE INTERACTIVE AND ENGAGING APPROACH

copy Daryl Upsall amp Associates SL 63

10kg

5kg

normal 1-year old child

malnutrition 1-year old child

Comparing weight mid-upper arm of malnutrition and normal 1-year old child using doll+baby carrier

copy Daryl Upsall amp Associates SL 64

F2F TOTAL ENGAGEMENThellipIN BRAZIL

64

copy Daryl Upsall amp Associates SL 65

copy Daryl Upsall amp Associates SL 66

copy Daryl Upsall amp Associates SL 67

copy Daryl Upsall amp Associates SL 68

copy Daryl Upsall amp Associates SL 69

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 70

copy Daryl Upsall amp Associates SL 71

VIRTUAL REALITY ndash WELCOME TO THE FUTURE

71

copy Daryl Upsall amp Associates SL 72

copy Daryl Upsall amp Associates SL 73

FROM THENhellip

73

hellipTO NOW

copy Daryl Upsall amp Associates SL 74

WHATrsquoS THE TECHNOLOGY

copy Daryl Upsall amp Associates SL 75

WHATrsquoS THE KIT

$200 $2-$5

$100

$8-$20

+

copy Daryl Upsall amp Associates SL 76

BACK TO REALITYhellipVIRTUALLY

copy Daryl Upsall amp Associates SL 77

LET ME INTRODUCE YOU TO SIDRAhellip

77

copy Daryl Upsall amp Associates SL 78

SO HOW CAN SIDRA HELP US TO HELP CHILDREN LIKE HER

78

copy Daryl Upsall amp Associates SL 79

VIRTUAL REALITYhellipMAKING A DIFFRENCE

This experience has opened us doors to make recruitment with Face to Face in companies from our corporate alliances hellip and in the case of telcos this VR activity puts UNICEF closer to their business Rocio Salinas Asensio UNICEF Spain

copy Daryl Upsall amp Associates SL 80 80

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 81

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 82

HOW COULD YOU USE A VR EXPERIENCE

82

bull Where bull Who bull How bull What else

copy Daryl Upsall amp Associates SL 83

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 84

FOCUS ON DONOR LOYALTY AND DEVELOPMENT

copy Daryl Upsall amp Associates SL 85

donors

BUT WE HAVE A PROBLEM

copy Daryl Upsall amp Associates SL 86

RETENTION IS THE NEW ACQUISITION CUSTOMER SERVICE IS THE NEW MARKETING - JOE CONNELLY

copy Daryl Upsall amp Associates SL 87 87 87

F2F WELCOME CALL

bull Thanks the donor again bull Reinforces the charity message bull Lets donors know that you like to

listen to them and donrsquot always ask for money

bull Provides more insight into donor motivations

bull Reality check on the donorrsquos understanding of the long term commitment

bull Enhances and confirms data Reduces Early Attritionconsiderably

copy Daryl Upsall amp Associates SL 88

DONOR COMMUNICATIONS

How a new committed

donor is approached and recruited is a key determinant of all subsequent communications

copy Daryl Upsall amp Associates SL 89 89

KEY FACTORS - ENGAGING DONORS

bull Sending the right communications

bull At the right frequency bull With the right message bull In the most suitable

mediumhellipnamely telephone SMS email web

copy Daryl Upsall amp Associates SL 90

DONORS RESPOND DIFFERENTLYhellip SO NEED TO BE TREATED DIFFERENTLY

bull Direct mailpress advert recruited donors are likely to respond better to communications by mail and printed communications

bull New media recruited donors will respond better to emails and text

bull Face to face donors respond best to the telephone

90

copy Daryl Upsall amp Associates SL 91

DONOR COMMUNICATIONS

Face to face recruited donors normally are not interested in printed communication in new media and especially telephone

It is a continuation of the

ldquoconversationrdquo and ldquodialoguerdquo with the charity

copy Daryl Upsall amp Associates SL 92

DONOR COMMUNICATIONS ampldquoTOUCH POINTSrdquo

Research across 100s of NGOs in many countries consistently show that if a donor has more ldquopositive contactsrdquo or ldquotouch pointsrdquo it ndash Builds trust and loyalty ndash Increases responses rates to

appeals and upgrades ndash Reduces attrition ndash Develops the donor journey ndash Increases lifetime value

copy Daryl Upsall amp Associates SL 93

CALLING DONORS

93

Benefits bull Data validation (financial

e-mail phone address) bull Quicker data transfer and

processing bull Immediate welcome

communication bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 94

LISTEN amp OFFER CHOICE

Listen bull Encourage donors to call

write blog etc ndash but make sure you are ready for it

bull Survey donor bull Call them and ask their

opinion or just how they are bull Let them input (eg

Greenpeace ship naming)

Offer choice bull By which method are

communicated with bull How often the are

communicated with bull How they want to

engagehellipor not bull Even offer donation

holidays and downgrades in tough times

94

copy Daryl Upsall amp Associates SL 95

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 96

THANK YOU ndash MEMBER GET MEMBER CALL

bull Normally 20 give names and telephone numbers of 2 people (that means 40 out of all the contacted)

bull 15 of those called convert to monthly donors

copy Daryl Upsall amp Associates SL 97

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 98

MAXIMISING DONOR LIFETIME VALUE

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

98 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 56

WORLD VISION SEATTLE FOCUSED ON GIFT CATALOGUE

copy Daryl Upsall amp Associates SL 57

FACE TO FACE FUNDRAISING TODAYhellip AND TOMORROW

copy Daryl Upsall amp Associates SL 58

copy Daryl Upsall amp Associates SL 59

copy Daryl Upsall amp Associates SL 60

copy Daryl Upsall amp Associates SL 61

copy Daryl Upsall amp Associates SL 62 62

MORE INTERACTIVE AND ENGAGING APPROACH

copy Daryl Upsall amp Associates SL 63

10kg

5kg

normal 1-year old child

malnutrition 1-year old child

Comparing weight mid-upper arm of malnutrition and normal 1-year old child using doll+baby carrier

copy Daryl Upsall amp Associates SL 64

F2F TOTAL ENGAGEMENThellipIN BRAZIL

64

copy Daryl Upsall amp Associates SL 65

copy Daryl Upsall amp Associates SL 66

copy Daryl Upsall amp Associates SL 67

copy Daryl Upsall amp Associates SL 68

copy Daryl Upsall amp Associates SL 69

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 70

copy Daryl Upsall amp Associates SL 71

VIRTUAL REALITY ndash WELCOME TO THE FUTURE

71

copy Daryl Upsall amp Associates SL 72

copy Daryl Upsall amp Associates SL 73

FROM THENhellip

73

hellipTO NOW

copy Daryl Upsall amp Associates SL 74

WHATrsquoS THE TECHNOLOGY

copy Daryl Upsall amp Associates SL 75

WHATrsquoS THE KIT

$200 $2-$5

$100

$8-$20

+

copy Daryl Upsall amp Associates SL 76

BACK TO REALITYhellipVIRTUALLY

copy Daryl Upsall amp Associates SL 77

LET ME INTRODUCE YOU TO SIDRAhellip

77

copy Daryl Upsall amp Associates SL 78

SO HOW CAN SIDRA HELP US TO HELP CHILDREN LIKE HER

78

copy Daryl Upsall amp Associates SL 79

VIRTUAL REALITYhellipMAKING A DIFFRENCE

This experience has opened us doors to make recruitment with Face to Face in companies from our corporate alliances hellip and in the case of telcos this VR activity puts UNICEF closer to their business Rocio Salinas Asensio UNICEF Spain

copy Daryl Upsall amp Associates SL 80 80

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 81

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 82

HOW COULD YOU USE A VR EXPERIENCE

82

bull Where bull Who bull How bull What else

copy Daryl Upsall amp Associates SL 83

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 84

FOCUS ON DONOR LOYALTY AND DEVELOPMENT

copy Daryl Upsall amp Associates SL 85

donors

BUT WE HAVE A PROBLEM

copy Daryl Upsall amp Associates SL 86

RETENTION IS THE NEW ACQUISITION CUSTOMER SERVICE IS THE NEW MARKETING - JOE CONNELLY

copy Daryl Upsall amp Associates SL 87 87 87

F2F WELCOME CALL

bull Thanks the donor again bull Reinforces the charity message bull Lets donors know that you like to

listen to them and donrsquot always ask for money

bull Provides more insight into donor motivations

bull Reality check on the donorrsquos understanding of the long term commitment

bull Enhances and confirms data Reduces Early Attritionconsiderably

copy Daryl Upsall amp Associates SL 88

DONOR COMMUNICATIONS

How a new committed

donor is approached and recruited is a key determinant of all subsequent communications

copy Daryl Upsall amp Associates SL 89 89

KEY FACTORS - ENGAGING DONORS

bull Sending the right communications

bull At the right frequency bull With the right message bull In the most suitable

mediumhellipnamely telephone SMS email web

copy Daryl Upsall amp Associates SL 90

DONORS RESPOND DIFFERENTLYhellip SO NEED TO BE TREATED DIFFERENTLY

bull Direct mailpress advert recruited donors are likely to respond better to communications by mail and printed communications

bull New media recruited donors will respond better to emails and text

bull Face to face donors respond best to the telephone

90

copy Daryl Upsall amp Associates SL 91

DONOR COMMUNICATIONS

Face to face recruited donors normally are not interested in printed communication in new media and especially telephone

It is a continuation of the

ldquoconversationrdquo and ldquodialoguerdquo with the charity

copy Daryl Upsall amp Associates SL 92

DONOR COMMUNICATIONS ampldquoTOUCH POINTSrdquo

Research across 100s of NGOs in many countries consistently show that if a donor has more ldquopositive contactsrdquo or ldquotouch pointsrdquo it ndash Builds trust and loyalty ndash Increases responses rates to

appeals and upgrades ndash Reduces attrition ndash Develops the donor journey ndash Increases lifetime value

copy Daryl Upsall amp Associates SL 93

CALLING DONORS

93

Benefits bull Data validation (financial

e-mail phone address) bull Quicker data transfer and

processing bull Immediate welcome

communication bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 94

LISTEN amp OFFER CHOICE

Listen bull Encourage donors to call

write blog etc ndash but make sure you are ready for it

bull Survey donor bull Call them and ask their

opinion or just how they are bull Let them input (eg

Greenpeace ship naming)

Offer choice bull By which method are

communicated with bull How often the are

communicated with bull How they want to

engagehellipor not bull Even offer donation

holidays and downgrades in tough times

94

copy Daryl Upsall amp Associates SL 95

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 96

THANK YOU ndash MEMBER GET MEMBER CALL

bull Normally 20 give names and telephone numbers of 2 people (that means 40 out of all the contacted)

bull 15 of those called convert to monthly donors

copy Daryl Upsall amp Associates SL 97

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 98

MAXIMISING DONOR LIFETIME VALUE

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

98 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 57

FACE TO FACE FUNDRAISING TODAYhellip AND TOMORROW

copy Daryl Upsall amp Associates SL 58

copy Daryl Upsall amp Associates SL 59

copy Daryl Upsall amp Associates SL 60

copy Daryl Upsall amp Associates SL 61

copy Daryl Upsall amp Associates SL 62 62

MORE INTERACTIVE AND ENGAGING APPROACH

copy Daryl Upsall amp Associates SL 63

10kg

5kg

normal 1-year old child

malnutrition 1-year old child

Comparing weight mid-upper arm of malnutrition and normal 1-year old child using doll+baby carrier

copy Daryl Upsall amp Associates SL 64

F2F TOTAL ENGAGEMENThellipIN BRAZIL

64

copy Daryl Upsall amp Associates SL 65

copy Daryl Upsall amp Associates SL 66

copy Daryl Upsall amp Associates SL 67

copy Daryl Upsall amp Associates SL 68

copy Daryl Upsall amp Associates SL 69

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 70

copy Daryl Upsall amp Associates SL 71

VIRTUAL REALITY ndash WELCOME TO THE FUTURE

71

copy Daryl Upsall amp Associates SL 72

copy Daryl Upsall amp Associates SL 73

FROM THENhellip

73

hellipTO NOW

copy Daryl Upsall amp Associates SL 74

WHATrsquoS THE TECHNOLOGY

copy Daryl Upsall amp Associates SL 75

WHATrsquoS THE KIT

$200 $2-$5

$100

$8-$20

+

copy Daryl Upsall amp Associates SL 76

BACK TO REALITYhellipVIRTUALLY

copy Daryl Upsall amp Associates SL 77

LET ME INTRODUCE YOU TO SIDRAhellip

77

copy Daryl Upsall amp Associates SL 78

SO HOW CAN SIDRA HELP US TO HELP CHILDREN LIKE HER

78

copy Daryl Upsall amp Associates SL 79

VIRTUAL REALITYhellipMAKING A DIFFRENCE

This experience has opened us doors to make recruitment with Face to Face in companies from our corporate alliances hellip and in the case of telcos this VR activity puts UNICEF closer to their business Rocio Salinas Asensio UNICEF Spain

copy Daryl Upsall amp Associates SL 80 80

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 81

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 82

HOW COULD YOU USE A VR EXPERIENCE

82

bull Where bull Who bull How bull What else

copy Daryl Upsall amp Associates SL 83

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 84

FOCUS ON DONOR LOYALTY AND DEVELOPMENT

copy Daryl Upsall amp Associates SL 85

donors

BUT WE HAVE A PROBLEM

copy Daryl Upsall amp Associates SL 86

RETENTION IS THE NEW ACQUISITION CUSTOMER SERVICE IS THE NEW MARKETING - JOE CONNELLY

copy Daryl Upsall amp Associates SL 87 87 87

F2F WELCOME CALL

bull Thanks the donor again bull Reinforces the charity message bull Lets donors know that you like to

listen to them and donrsquot always ask for money

bull Provides more insight into donor motivations

bull Reality check on the donorrsquos understanding of the long term commitment

bull Enhances and confirms data Reduces Early Attritionconsiderably

copy Daryl Upsall amp Associates SL 88

DONOR COMMUNICATIONS

How a new committed

donor is approached and recruited is a key determinant of all subsequent communications

copy Daryl Upsall amp Associates SL 89 89

KEY FACTORS - ENGAGING DONORS

bull Sending the right communications

bull At the right frequency bull With the right message bull In the most suitable

mediumhellipnamely telephone SMS email web

copy Daryl Upsall amp Associates SL 90

DONORS RESPOND DIFFERENTLYhellip SO NEED TO BE TREATED DIFFERENTLY

bull Direct mailpress advert recruited donors are likely to respond better to communications by mail and printed communications

bull New media recruited donors will respond better to emails and text

bull Face to face donors respond best to the telephone

90

copy Daryl Upsall amp Associates SL 91

DONOR COMMUNICATIONS

Face to face recruited donors normally are not interested in printed communication in new media and especially telephone

It is a continuation of the

ldquoconversationrdquo and ldquodialoguerdquo with the charity

copy Daryl Upsall amp Associates SL 92

DONOR COMMUNICATIONS ampldquoTOUCH POINTSrdquo

Research across 100s of NGOs in many countries consistently show that if a donor has more ldquopositive contactsrdquo or ldquotouch pointsrdquo it ndash Builds trust and loyalty ndash Increases responses rates to

appeals and upgrades ndash Reduces attrition ndash Develops the donor journey ndash Increases lifetime value

copy Daryl Upsall amp Associates SL 93

CALLING DONORS

93

Benefits bull Data validation (financial

e-mail phone address) bull Quicker data transfer and

processing bull Immediate welcome

communication bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 94

LISTEN amp OFFER CHOICE

Listen bull Encourage donors to call

write blog etc ndash but make sure you are ready for it

bull Survey donor bull Call them and ask their

opinion or just how they are bull Let them input (eg

Greenpeace ship naming)

Offer choice bull By which method are

communicated with bull How often the are

communicated with bull How they want to

engagehellipor not bull Even offer donation

holidays and downgrades in tough times

94

copy Daryl Upsall amp Associates SL 95

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 96

THANK YOU ndash MEMBER GET MEMBER CALL

bull Normally 20 give names and telephone numbers of 2 people (that means 40 out of all the contacted)

bull 15 of those called convert to monthly donors

copy Daryl Upsall amp Associates SL 97

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 98

MAXIMISING DONOR LIFETIME VALUE

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

98 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 58

copy Daryl Upsall amp Associates SL 59

copy Daryl Upsall amp Associates SL 60

copy Daryl Upsall amp Associates SL 61

copy Daryl Upsall amp Associates SL 62 62

MORE INTERACTIVE AND ENGAGING APPROACH

copy Daryl Upsall amp Associates SL 63

10kg

5kg

normal 1-year old child

malnutrition 1-year old child

Comparing weight mid-upper arm of malnutrition and normal 1-year old child using doll+baby carrier

copy Daryl Upsall amp Associates SL 64

F2F TOTAL ENGAGEMENThellipIN BRAZIL

64

copy Daryl Upsall amp Associates SL 65

copy Daryl Upsall amp Associates SL 66

copy Daryl Upsall amp Associates SL 67

copy Daryl Upsall amp Associates SL 68

copy Daryl Upsall amp Associates SL 69

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 70

copy Daryl Upsall amp Associates SL 71

VIRTUAL REALITY ndash WELCOME TO THE FUTURE

71

copy Daryl Upsall amp Associates SL 72

copy Daryl Upsall amp Associates SL 73

FROM THENhellip

73

hellipTO NOW

copy Daryl Upsall amp Associates SL 74

WHATrsquoS THE TECHNOLOGY

copy Daryl Upsall amp Associates SL 75

WHATrsquoS THE KIT

$200 $2-$5

$100

$8-$20

+

copy Daryl Upsall amp Associates SL 76

BACK TO REALITYhellipVIRTUALLY

copy Daryl Upsall amp Associates SL 77

LET ME INTRODUCE YOU TO SIDRAhellip

77

copy Daryl Upsall amp Associates SL 78

SO HOW CAN SIDRA HELP US TO HELP CHILDREN LIKE HER

78

copy Daryl Upsall amp Associates SL 79

VIRTUAL REALITYhellipMAKING A DIFFRENCE

This experience has opened us doors to make recruitment with Face to Face in companies from our corporate alliances hellip and in the case of telcos this VR activity puts UNICEF closer to their business Rocio Salinas Asensio UNICEF Spain

copy Daryl Upsall amp Associates SL 80 80

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 81

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 82

HOW COULD YOU USE A VR EXPERIENCE

82

bull Where bull Who bull How bull What else

copy Daryl Upsall amp Associates SL 83

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 84

FOCUS ON DONOR LOYALTY AND DEVELOPMENT

copy Daryl Upsall amp Associates SL 85

donors

BUT WE HAVE A PROBLEM

copy Daryl Upsall amp Associates SL 86

RETENTION IS THE NEW ACQUISITION CUSTOMER SERVICE IS THE NEW MARKETING - JOE CONNELLY

copy Daryl Upsall amp Associates SL 87 87 87

F2F WELCOME CALL

bull Thanks the donor again bull Reinforces the charity message bull Lets donors know that you like to

listen to them and donrsquot always ask for money

bull Provides more insight into donor motivations

bull Reality check on the donorrsquos understanding of the long term commitment

bull Enhances and confirms data Reduces Early Attritionconsiderably

copy Daryl Upsall amp Associates SL 88

DONOR COMMUNICATIONS

How a new committed

donor is approached and recruited is a key determinant of all subsequent communications

copy Daryl Upsall amp Associates SL 89 89

KEY FACTORS - ENGAGING DONORS

bull Sending the right communications

bull At the right frequency bull With the right message bull In the most suitable

mediumhellipnamely telephone SMS email web

copy Daryl Upsall amp Associates SL 90

DONORS RESPOND DIFFERENTLYhellip SO NEED TO BE TREATED DIFFERENTLY

bull Direct mailpress advert recruited donors are likely to respond better to communications by mail and printed communications

bull New media recruited donors will respond better to emails and text

bull Face to face donors respond best to the telephone

90

copy Daryl Upsall amp Associates SL 91

DONOR COMMUNICATIONS

Face to face recruited donors normally are not interested in printed communication in new media and especially telephone

It is a continuation of the

ldquoconversationrdquo and ldquodialoguerdquo with the charity

copy Daryl Upsall amp Associates SL 92

DONOR COMMUNICATIONS ampldquoTOUCH POINTSrdquo

Research across 100s of NGOs in many countries consistently show that if a donor has more ldquopositive contactsrdquo or ldquotouch pointsrdquo it ndash Builds trust and loyalty ndash Increases responses rates to

appeals and upgrades ndash Reduces attrition ndash Develops the donor journey ndash Increases lifetime value

copy Daryl Upsall amp Associates SL 93

CALLING DONORS

93

Benefits bull Data validation (financial

e-mail phone address) bull Quicker data transfer and

processing bull Immediate welcome

communication bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 94

LISTEN amp OFFER CHOICE

Listen bull Encourage donors to call

write blog etc ndash but make sure you are ready for it

bull Survey donor bull Call them and ask their

opinion or just how they are bull Let them input (eg

Greenpeace ship naming)

Offer choice bull By which method are

communicated with bull How often the are

communicated with bull How they want to

engagehellipor not bull Even offer donation

holidays and downgrades in tough times

94

copy Daryl Upsall amp Associates SL 95

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 96

THANK YOU ndash MEMBER GET MEMBER CALL

bull Normally 20 give names and telephone numbers of 2 people (that means 40 out of all the contacted)

bull 15 of those called convert to monthly donors

copy Daryl Upsall amp Associates SL 97

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 98

MAXIMISING DONOR LIFETIME VALUE

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

98 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 59

copy Daryl Upsall amp Associates SL 60

copy Daryl Upsall amp Associates SL 61

copy Daryl Upsall amp Associates SL 62 62

MORE INTERACTIVE AND ENGAGING APPROACH

copy Daryl Upsall amp Associates SL 63

10kg

5kg

normal 1-year old child

malnutrition 1-year old child

Comparing weight mid-upper arm of malnutrition and normal 1-year old child using doll+baby carrier

copy Daryl Upsall amp Associates SL 64

F2F TOTAL ENGAGEMENThellipIN BRAZIL

64

copy Daryl Upsall amp Associates SL 65

copy Daryl Upsall amp Associates SL 66

copy Daryl Upsall amp Associates SL 67

copy Daryl Upsall amp Associates SL 68

copy Daryl Upsall amp Associates SL 69

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 70

copy Daryl Upsall amp Associates SL 71

VIRTUAL REALITY ndash WELCOME TO THE FUTURE

71

copy Daryl Upsall amp Associates SL 72

copy Daryl Upsall amp Associates SL 73

FROM THENhellip

73

hellipTO NOW

copy Daryl Upsall amp Associates SL 74

WHATrsquoS THE TECHNOLOGY

copy Daryl Upsall amp Associates SL 75

WHATrsquoS THE KIT

$200 $2-$5

$100

$8-$20

+

copy Daryl Upsall amp Associates SL 76

BACK TO REALITYhellipVIRTUALLY

copy Daryl Upsall amp Associates SL 77

LET ME INTRODUCE YOU TO SIDRAhellip

77

copy Daryl Upsall amp Associates SL 78

SO HOW CAN SIDRA HELP US TO HELP CHILDREN LIKE HER

78

copy Daryl Upsall amp Associates SL 79

VIRTUAL REALITYhellipMAKING A DIFFRENCE

This experience has opened us doors to make recruitment with Face to Face in companies from our corporate alliances hellip and in the case of telcos this VR activity puts UNICEF closer to their business Rocio Salinas Asensio UNICEF Spain

copy Daryl Upsall amp Associates SL 80 80

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 81

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 82

HOW COULD YOU USE A VR EXPERIENCE

82

bull Where bull Who bull How bull What else

copy Daryl Upsall amp Associates SL 83

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 84

FOCUS ON DONOR LOYALTY AND DEVELOPMENT

copy Daryl Upsall amp Associates SL 85

donors

BUT WE HAVE A PROBLEM

copy Daryl Upsall amp Associates SL 86

RETENTION IS THE NEW ACQUISITION CUSTOMER SERVICE IS THE NEW MARKETING - JOE CONNELLY

copy Daryl Upsall amp Associates SL 87 87 87

F2F WELCOME CALL

bull Thanks the donor again bull Reinforces the charity message bull Lets donors know that you like to

listen to them and donrsquot always ask for money

bull Provides more insight into donor motivations

bull Reality check on the donorrsquos understanding of the long term commitment

bull Enhances and confirms data Reduces Early Attritionconsiderably

copy Daryl Upsall amp Associates SL 88

DONOR COMMUNICATIONS

How a new committed

donor is approached and recruited is a key determinant of all subsequent communications

copy Daryl Upsall amp Associates SL 89 89

KEY FACTORS - ENGAGING DONORS

bull Sending the right communications

bull At the right frequency bull With the right message bull In the most suitable

mediumhellipnamely telephone SMS email web

copy Daryl Upsall amp Associates SL 90

DONORS RESPOND DIFFERENTLYhellip SO NEED TO BE TREATED DIFFERENTLY

bull Direct mailpress advert recruited donors are likely to respond better to communications by mail and printed communications

bull New media recruited donors will respond better to emails and text

bull Face to face donors respond best to the telephone

90

copy Daryl Upsall amp Associates SL 91

DONOR COMMUNICATIONS

Face to face recruited donors normally are not interested in printed communication in new media and especially telephone

It is a continuation of the

ldquoconversationrdquo and ldquodialoguerdquo with the charity

copy Daryl Upsall amp Associates SL 92

DONOR COMMUNICATIONS ampldquoTOUCH POINTSrdquo

Research across 100s of NGOs in many countries consistently show that if a donor has more ldquopositive contactsrdquo or ldquotouch pointsrdquo it ndash Builds trust and loyalty ndash Increases responses rates to

appeals and upgrades ndash Reduces attrition ndash Develops the donor journey ndash Increases lifetime value

copy Daryl Upsall amp Associates SL 93

CALLING DONORS

93

Benefits bull Data validation (financial

e-mail phone address) bull Quicker data transfer and

processing bull Immediate welcome

communication bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 94

LISTEN amp OFFER CHOICE

Listen bull Encourage donors to call

write blog etc ndash but make sure you are ready for it

bull Survey donor bull Call them and ask their

opinion or just how they are bull Let them input (eg

Greenpeace ship naming)

Offer choice bull By which method are

communicated with bull How often the are

communicated with bull How they want to

engagehellipor not bull Even offer donation

holidays and downgrades in tough times

94

copy Daryl Upsall amp Associates SL 95

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 96

THANK YOU ndash MEMBER GET MEMBER CALL

bull Normally 20 give names and telephone numbers of 2 people (that means 40 out of all the contacted)

bull 15 of those called convert to monthly donors

copy Daryl Upsall amp Associates SL 97

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 98

MAXIMISING DONOR LIFETIME VALUE

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

98 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 60

copy Daryl Upsall amp Associates SL 61

copy Daryl Upsall amp Associates SL 62 62

MORE INTERACTIVE AND ENGAGING APPROACH

copy Daryl Upsall amp Associates SL 63

10kg

5kg

normal 1-year old child

malnutrition 1-year old child

Comparing weight mid-upper arm of malnutrition and normal 1-year old child using doll+baby carrier

copy Daryl Upsall amp Associates SL 64

F2F TOTAL ENGAGEMENThellipIN BRAZIL

64

copy Daryl Upsall amp Associates SL 65

copy Daryl Upsall amp Associates SL 66

copy Daryl Upsall amp Associates SL 67

copy Daryl Upsall amp Associates SL 68

copy Daryl Upsall amp Associates SL 69

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 70

copy Daryl Upsall amp Associates SL 71

VIRTUAL REALITY ndash WELCOME TO THE FUTURE

71

copy Daryl Upsall amp Associates SL 72

copy Daryl Upsall amp Associates SL 73

FROM THENhellip

73

hellipTO NOW

copy Daryl Upsall amp Associates SL 74

WHATrsquoS THE TECHNOLOGY

copy Daryl Upsall amp Associates SL 75

WHATrsquoS THE KIT

$200 $2-$5

$100

$8-$20

+

copy Daryl Upsall amp Associates SL 76

BACK TO REALITYhellipVIRTUALLY

copy Daryl Upsall amp Associates SL 77

LET ME INTRODUCE YOU TO SIDRAhellip

77

copy Daryl Upsall amp Associates SL 78

SO HOW CAN SIDRA HELP US TO HELP CHILDREN LIKE HER

78

copy Daryl Upsall amp Associates SL 79

VIRTUAL REALITYhellipMAKING A DIFFRENCE

This experience has opened us doors to make recruitment with Face to Face in companies from our corporate alliances hellip and in the case of telcos this VR activity puts UNICEF closer to their business Rocio Salinas Asensio UNICEF Spain

copy Daryl Upsall amp Associates SL 80 80

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 81

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 82

HOW COULD YOU USE A VR EXPERIENCE

82

bull Where bull Who bull How bull What else

copy Daryl Upsall amp Associates SL 83

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 84

FOCUS ON DONOR LOYALTY AND DEVELOPMENT

copy Daryl Upsall amp Associates SL 85

donors

BUT WE HAVE A PROBLEM

copy Daryl Upsall amp Associates SL 86

RETENTION IS THE NEW ACQUISITION CUSTOMER SERVICE IS THE NEW MARKETING - JOE CONNELLY

copy Daryl Upsall amp Associates SL 87 87 87

F2F WELCOME CALL

bull Thanks the donor again bull Reinforces the charity message bull Lets donors know that you like to

listen to them and donrsquot always ask for money

bull Provides more insight into donor motivations

bull Reality check on the donorrsquos understanding of the long term commitment

bull Enhances and confirms data Reduces Early Attritionconsiderably

copy Daryl Upsall amp Associates SL 88

DONOR COMMUNICATIONS

How a new committed

donor is approached and recruited is a key determinant of all subsequent communications

copy Daryl Upsall amp Associates SL 89 89

KEY FACTORS - ENGAGING DONORS

bull Sending the right communications

bull At the right frequency bull With the right message bull In the most suitable

mediumhellipnamely telephone SMS email web

copy Daryl Upsall amp Associates SL 90

DONORS RESPOND DIFFERENTLYhellip SO NEED TO BE TREATED DIFFERENTLY

bull Direct mailpress advert recruited donors are likely to respond better to communications by mail and printed communications

bull New media recruited donors will respond better to emails and text

bull Face to face donors respond best to the telephone

90

copy Daryl Upsall amp Associates SL 91

DONOR COMMUNICATIONS

Face to face recruited donors normally are not interested in printed communication in new media and especially telephone

It is a continuation of the

ldquoconversationrdquo and ldquodialoguerdquo with the charity

copy Daryl Upsall amp Associates SL 92

DONOR COMMUNICATIONS ampldquoTOUCH POINTSrdquo

Research across 100s of NGOs in many countries consistently show that if a donor has more ldquopositive contactsrdquo or ldquotouch pointsrdquo it ndash Builds trust and loyalty ndash Increases responses rates to

appeals and upgrades ndash Reduces attrition ndash Develops the donor journey ndash Increases lifetime value

copy Daryl Upsall amp Associates SL 93

CALLING DONORS

93

Benefits bull Data validation (financial

e-mail phone address) bull Quicker data transfer and

processing bull Immediate welcome

communication bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 94

LISTEN amp OFFER CHOICE

Listen bull Encourage donors to call

write blog etc ndash but make sure you are ready for it

bull Survey donor bull Call them and ask their

opinion or just how they are bull Let them input (eg

Greenpeace ship naming)

Offer choice bull By which method are

communicated with bull How often the are

communicated with bull How they want to

engagehellipor not bull Even offer donation

holidays and downgrades in tough times

94

copy Daryl Upsall amp Associates SL 95

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 96

THANK YOU ndash MEMBER GET MEMBER CALL

bull Normally 20 give names and telephone numbers of 2 people (that means 40 out of all the contacted)

bull 15 of those called convert to monthly donors

copy Daryl Upsall amp Associates SL 97

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 98

MAXIMISING DONOR LIFETIME VALUE

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

98 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 61

copy Daryl Upsall amp Associates SL 62 62

MORE INTERACTIVE AND ENGAGING APPROACH

copy Daryl Upsall amp Associates SL 63

10kg

5kg

normal 1-year old child

malnutrition 1-year old child

Comparing weight mid-upper arm of malnutrition and normal 1-year old child using doll+baby carrier

copy Daryl Upsall amp Associates SL 64

F2F TOTAL ENGAGEMENThellipIN BRAZIL

64

copy Daryl Upsall amp Associates SL 65

copy Daryl Upsall amp Associates SL 66

copy Daryl Upsall amp Associates SL 67

copy Daryl Upsall amp Associates SL 68

copy Daryl Upsall amp Associates SL 69

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 70

copy Daryl Upsall amp Associates SL 71

VIRTUAL REALITY ndash WELCOME TO THE FUTURE

71

copy Daryl Upsall amp Associates SL 72

copy Daryl Upsall amp Associates SL 73

FROM THENhellip

73

hellipTO NOW

copy Daryl Upsall amp Associates SL 74

WHATrsquoS THE TECHNOLOGY

copy Daryl Upsall amp Associates SL 75

WHATrsquoS THE KIT

$200 $2-$5

$100

$8-$20

+

copy Daryl Upsall amp Associates SL 76

BACK TO REALITYhellipVIRTUALLY

copy Daryl Upsall amp Associates SL 77

LET ME INTRODUCE YOU TO SIDRAhellip

77

copy Daryl Upsall amp Associates SL 78

SO HOW CAN SIDRA HELP US TO HELP CHILDREN LIKE HER

78

copy Daryl Upsall amp Associates SL 79

VIRTUAL REALITYhellipMAKING A DIFFRENCE

This experience has opened us doors to make recruitment with Face to Face in companies from our corporate alliances hellip and in the case of telcos this VR activity puts UNICEF closer to their business Rocio Salinas Asensio UNICEF Spain

copy Daryl Upsall amp Associates SL 80 80

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 81

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 82

HOW COULD YOU USE A VR EXPERIENCE

82

bull Where bull Who bull How bull What else

copy Daryl Upsall amp Associates SL 83

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 84

FOCUS ON DONOR LOYALTY AND DEVELOPMENT

copy Daryl Upsall amp Associates SL 85

donors

BUT WE HAVE A PROBLEM

copy Daryl Upsall amp Associates SL 86

RETENTION IS THE NEW ACQUISITION CUSTOMER SERVICE IS THE NEW MARKETING - JOE CONNELLY

copy Daryl Upsall amp Associates SL 87 87 87

F2F WELCOME CALL

bull Thanks the donor again bull Reinforces the charity message bull Lets donors know that you like to

listen to them and donrsquot always ask for money

bull Provides more insight into donor motivations

bull Reality check on the donorrsquos understanding of the long term commitment

bull Enhances and confirms data Reduces Early Attritionconsiderably

copy Daryl Upsall amp Associates SL 88

DONOR COMMUNICATIONS

How a new committed

donor is approached and recruited is a key determinant of all subsequent communications

copy Daryl Upsall amp Associates SL 89 89

KEY FACTORS - ENGAGING DONORS

bull Sending the right communications

bull At the right frequency bull With the right message bull In the most suitable

mediumhellipnamely telephone SMS email web

copy Daryl Upsall amp Associates SL 90

DONORS RESPOND DIFFERENTLYhellip SO NEED TO BE TREATED DIFFERENTLY

bull Direct mailpress advert recruited donors are likely to respond better to communications by mail and printed communications

bull New media recruited donors will respond better to emails and text

bull Face to face donors respond best to the telephone

90

copy Daryl Upsall amp Associates SL 91

DONOR COMMUNICATIONS

Face to face recruited donors normally are not interested in printed communication in new media and especially telephone

It is a continuation of the

ldquoconversationrdquo and ldquodialoguerdquo with the charity

copy Daryl Upsall amp Associates SL 92

DONOR COMMUNICATIONS ampldquoTOUCH POINTSrdquo

Research across 100s of NGOs in many countries consistently show that if a donor has more ldquopositive contactsrdquo or ldquotouch pointsrdquo it ndash Builds trust and loyalty ndash Increases responses rates to

appeals and upgrades ndash Reduces attrition ndash Develops the donor journey ndash Increases lifetime value

copy Daryl Upsall amp Associates SL 93

CALLING DONORS

93

Benefits bull Data validation (financial

e-mail phone address) bull Quicker data transfer and

processing bull Immediate welcome

communication bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 94

LISTEN amp OFFER CHOICE

Listen bull Encourage donors to call

write blog etc ndash but make sure you are ready for it

bull Survey donor bull Call them and ask their

opinion or just how they are bull Let them input (eg

Greenpeace ship naming)

Offer choice bull By which method are

communicated with bull How often the are

communicated with bull How they want to

engagehellipor not bull Even offer donation

holidays and downgrades in tough times

94

copy Daryl Upsall amp Associates SL 95

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 96

THANK YOU ndash MEMBER GET MEMBER CALL

bull Normally 20 give names and telephone numbers of 2 people (that means 40 out of all the contacted)

bull 15 of those called convert to monthly donors

copy Daryl Upsall amp Associates SL 97

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 98

MAXIMISING DONOR LIFETIME VALUE

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

98 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 62 62

MORE INTERACTIVE AND ENGAGING APPROACH

copy Daryl Upsall amp Associates SL 63

10kg

5kg

normal 1-year old child

malnutrition 1-year old child

Comparing weight mid-upper arm of malnutrition and normal 1-year old child using doll+baby carrier

copy Daryl Upsall amp Associates SL 64

F2F TOTAL ENGAGEMENThellipIN BRAZIL

64

copy Daryl Upsall amp Associates SL 65

copy Daryl Upsall amp Associates SL 66

copy Daryl Upsall amp Associates SL 67

copy Daryl Upsall amp Associates SL 68

copy Daryl Upsall amp Associates SL 69

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 70

copy Daryl Upsall amp Associates SL 71

VIRTUAL REALITY ndash WELCOME TO THE FUTURE

71

copy Daryl Upsall amp Associates SL 72

copy Daryl Upsall amp Associates SL 73

FROM THENhellip

73

hellipTO NOW

copy Daryl Upsall amp Associates SL 74

WHATrsquoS THE TECHNOLOGY

copy Daryl Upsall amp Associates SL 75

WHATrsquoS THE KIT

$200 $2-$5

$100

$8-$20

+

copy Daryl Upsall amp Associates SL 76

BACK TO REALITYhellipVIRTUALLY

copy Daryl Upsall amp Associates SL 77

LET ME INTRODUCE YOU TO SIDRAhellip

77

copy Daryl Upsall amp Associates SL 78

SO HOW CAN SIDRA HELP US TO HELP CHILDREN LIKE HER

78

copy Daryl Upsall amp Associates SL 79

VIRTUAL REALITYhellipMAKING A DIFFRENCE

This experience has opened us doors to make recruitment with Face to Face in companies from our corporate alliances hellip and in the case of telcos this VR activity puts UNICEF closer to their business Rocio Salinas Asensio UNICEF Spain

copy Daryl Upsall amp Associates SL 80 80

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 81

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 82

HOW COULD YOU USE A VR EXPERIENCE

82

bull Where bull Who bull How bull What else

copy Daryl Upsall amp Associates SL 83

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 84

FOCUS ON DONOR LOYALTY AND DEVELOPMENT

copy Daryl Upsall amp Associates SL 85

donors

BUT WE HAVE A PROBLEM

copy Daryl Upsall amp Associates SL 86

RETENTION IS THE NEW ACQUISITION CUSTOMER SERVICE IS THE NEW MARKETING - JOE CONNELLY

copy Daryl Upsall amp Associates SL 87 87 87

F2F WELCOME CALL

bull Thanks the donor again bull Reinforces the charity message bull Lets donors know that you like to

listen to them and donrsquot always ask for money

bull Provides more insight into donor motivations

bull Reality check on the donorrsquos understanding of the long term commitment

bull Enhances and confirms data Reduces Early Attritionconsiderably

copy Daryl Upsall amp Associates SL 88

DONOR COMMUNICATIONS

How a new committed

donor is approached and recruited is a key determinant of all subsequent communications

copy Daryl Upsall amp Associates SL 89 89

KEY FACTORS - ENGAGING DONORS

bull Sending the right communications

bull At the right frequency bull With the right message bull In the most suitable

mediumhellipnamely telephone SMS email web

copy Daryl Upsall amp Associates SL 90

DONORS RESPOND DIFFERENTLYhellip SO NEED TO BE TREATED DIFFERENTLY

bull Direct mailpress advert recruited donors are likely to respond better to communications by mail and printed communications

bull New media recruited donors will respond better to emails and text

bull Face to face donors respond best to the telephone

90

copy Daryl Upsall amp Associates SL 91

DONOR COMMUNICATIONS

Face to face recruited donors normally are not interested in printed communication in new media and especially telephone

It is a continuation of the

ldquoconversationrdquo and ldquodialoguerdquo with the charity

copy Daryl Upsall amp Associates SL 92

DONOR COMMUNICATIONS ampldquoTOUCH POINTSrdquo

Research across 100s of NGOs in many countries consistently show that if a donor has more ldquopositive contactsrdquo or ldquotouch pointsrdquo it ndash Builds trust and loyalty ndash Increases responses rates to

appeals and upgrades ndash Reduces attrition ndash Develops the donor journey ndash Increases lifetime value

copy Daryl Upsall amp Associates SL 93

CALLING DONORS

93

Benefits bull Data validation (financial

e-mail phone address) bull Quicker data transfer and

processing bull Immediate welcome

communication bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 94

LISTEN amp OFFER CHOICE

Listen bull Encourage donors to call

write blog etc ndash but make sure you are ready for it

bull Survey donor bull Call them and ask their

opinion or just how they are bull Let them input (eg

Greenpeace ship naming)

Offer choice bull By which method are

communicated with bull How often the are

communicated with bull How they want to

engagehellipor not bull Even offer donation

holidays and downgrades in tough times

94

copy Daryl Upsall amp Associates SL 95

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 96

THANK YOU ndash MEMBER GET MEMBER CALL

bull Normally 20 give names and telephone numbers of 2 people (that means 40 out of all the contacted)

bull 15 of those called convert to monthly donors

copy Daryl Upsall amp Associates SL 97

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 98

MAXIMISING DONOR LIFETIME VALUE

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

98 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 63

10kg

5kg

normal 1-year old child

malnutrition 1-year old child

Comparing weight mid-upper arm of malnutrition and normal 1-year old child using doll+baby carrier

copy Daryl Upsall amp Associates SL 64

F2F TOTAL ENGAGEMENThellipIN BRAZIL

64

copy Daryl Upsall amp Associates SL 65

copy Daryl Upsall amp Associates SL 66

copy Daryl Upsall amp Associates SL 67

copy Daryl Upsall amp Associates SL 68

copy Daryl Upsall amp Associates SL 69

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 70

copy Daryl Upsall amp Associates SL 71

VIRTUAL REALITY ndash WELCOME TO THE FUTURE

71

copy Daryl Upsall amp Associates SL 72

copy Daryl Upsall amp Associates SL 73

FROM THENhellip

73

hellipTO NOW

copy Daryl Upsall amp Associates SL 74

WHATrsquoS THE TECHNOLOGY

copy Daryl Upsall amp Associates SL 75

WHATrsquoS THE KIT

$200 $2-$5

$100

$8-$20

+

copy Daryl Upsall amp Associates SL 76

BACK TO REALITYhellipVIRTUALLY

copy Daryl Upsall amp Associates SL 77

LET ME INTRODUCE YOU TO SIDRAhellip

77

copy Daryl Upsall amp Associates SL 78

SO HOW CAN SIDRA HELP US TO HELP CHILDREN LIKE HER

78

copy Daryl Upsall amp Associates SL 79

VIRTUAL REALITYhellipMAKING A DIFFRENCE

This experience has opened us doors to make recruitment with Face to Face in companies from our corporate alliances hellip and in the case of telcos this VR activity puts UNICEF closer to their business Rocio Salinas Asensio UNICEF Spain

copy Daryl Upsall amp Associates SL 80 80

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 81

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 82

HOW COULD YOU USE A VR EXPERIENCE

82

bull Where bull Who bull How bull What else

copy Daryl Upsall amp Associates SL 83

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 84

FOCUS ON DONOR LOYALTY AND DEVELOPMENT

copy Daryl Upsall amp Associates SL 85

donors

BUT WE HAVE A PROBLEM

copy Daryl Upsall amp Associates SL 86

RETENTION IS THE NEW ACQUISITION CUSTOMER SERVICE IS THE NEW MARKETING - JOE CONNELLY

copy Daryl Upsall amp Associates SL 87 87 87

F2F WELCOME CALL

bull Thanks the donor again bull Reinforces the charity message bull Lets donors know that you like to

listen to them and donrsquot always ask for money

bull Provides more insight into donor motivations

bull Reality check on the donorrsquos understanding of the long term commitment

bull Enhances and confirms data Reduces Early Attritionconsiderably

copy Daryl Upsall amp Associates SL 88

DONOR COMMUNICATIONS

How a new committed

donor is approached and recruited is a key determinant of all subsequent communications

copy Daryl Upsall amp Associates SL 89 89

KEY FACTORS - ENGAGING DONORS

bull Sending the right communications

bull At the right frequency bull With the right message bull In the most suitable

mediumhellipnamely telephone SMS email web

copy Daryl Upsall amp Associates SL 90

DONORS RESPOND DIFFERENTLYhellip SO NEED TO BE TREATED DIFFERENTLY

bull Direct mailpress advert recruited donors are likely to respond better to communications by mail and printed communications

bull New media recruited donors will respond better to emails and text

bull Face to face donors respond best to the telephone

90

copy Daryl Upsall amp Associates SL 91

DONOR COMMUNICATIONS

Face to face recruited donors normally are not interested in printed communication in new media and especially telephone

It is a continuation of the

ldquoconversationrdquo and ldquodialoguerdquo with the charity

copy Daryl Upsall amp Associates SL 92

DONOR COMMUNICATIONS ampldquoTOUCH POINTSrdquo

Research across 100s of NGOs in many countries consistently show that if a donor has more ldquopositive contactsrdquo or ldquotouch pointsrdquo it ndash Builds trust and loyalty ndash Increases responses rates to

appeals and upgrades ndash Reduces attrition ndash Develops the donor journey ndash Increases lifetime value

copy Daryl Upsall amp Associates SL 93

CALLING DONORS

93

Benefits bull Data validation (financial

e-mail phone address) bull Quicker data transfer and

processing bull Immediate welcome

communication bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 94

LISTEN amp OFFER CHOICE

Listen bull Encourage donors to call

write blog etc ndash but make sure you are ready for it

bull Survey donor bull Call them and ask their

opinion or just how they are bull Let them input (eg

Greenpeace ship naming)

Offer choice bull By which method are

communicated with bull How often the are

communicated with bull How they want to

engagehellipor not bull Even offer donation

holidays and downgrades in tough times

94

copy Daryl Upsall amp Associates SL 95

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 96

THANK YOU ndash MEMBER GET MEMBER CALL

bull Normally 20 give names and telephone numbers of 2 people (that means 40 out of all the contacted)

bull 15 of those called convert to monthly donors

copy Daryl Upsall amp Associates SL 97

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 98

MAXIMISING DONOR LIFETIME VALUE

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

98 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 64

F2F TOTAL ENGAGEMENThellipIN BRAZIL

64

copy Daryl Upsall amp Associates SL 65

copy Daryl Upsall amp Associates SL 66

copy Daryl Upsall amp Associates SL 67

copy Daryl Upsall amp Associates SL 68

copy Daryl Upsall amp Associates SL 69

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 70

copy Daryl Upsall amp Associates SL 71

VIRTUAL REALITY ndash WELCOME TO THE FUTURE

71

copy Daryl Upsall amp Associates SL 72

copy Daryl Upsall amp Associates SL 73

FROM THENhellip

73

hellipTO NOW

copy Daryl Upsall amp Associates SL 74

WHATrsquoS THE TECHNOLOGY

copy Daryl Upsall amp Associates SL 75

WHATrsquoS THE KIT

$200 $2-$5

$100

$8-$20

+

copy Daryl Upsall amp Associates SL 76

BACK TO REALITYhellipVIRTUALLY

copy Daryl Upsall amp Associates SL 77

LET ME INTRODUCE YOU TO SIDRAhellip

77

copy Daryl Upsall amp Associates SL 78

SO HOW CAN SIDRA HELP US TO HELP CHILDREN LIKE HER

78

copy Daryl Upsall amp Associates SL 79

VIRTUAL REALITYhellipMAKING A DIFFRENCE

This experience has opened us doors to make recruitment with Face to Face in companies from our corporate alliances hellip and in the case of telcos this VR activity puts UNICEF closer to their business Rocio Salinas Asensio UNICEF Spain

copy Daryl Upsall amp Associates SL 80 80

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 81

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 82

HOW COULD YOU USE A VR EXPERIENCE

82

bull Where bull Who bull How bull What else

copy Daryl Upsall amp Associates SL 83

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 84

FOCUS ON DONOR LOYALTY AND DEVELOPMENT

copy Daryl Upsall amp Associates SL 85

donors

BUT WE HAVE A PROBLEM

copy Daryl Upsall amp Associates SL 86

RETENTION IS THE NEW ACQUISITION CUSTOMER SERVICE IS THE NEW MARKETING - JOE CONNELLY

copy Daryl Upsall amp Associates SL 87 87 87

F2F WELCOME CALL

bull Thanks the donor again bull Reinforces the charity message bull Lets donors know that you like to

listen to them and donrsquot always ask for money

bull Provides more insight into donor motivations

bull Reality check on the donorrsquos understanding of the long term commitment

bull Enhances and confirms data Reduces Early Attritionconsiderably

copy Daryl Upsall amp Associates SL 88

DONOR COMMUNICATIONS

How a new committed

donor is approached and recruited is a key determinant of all subsequent communications

copy Daryl Upsall amp Associates SL 89 89

KEY FACTORS - ENGAGING DONORS

bull Sending the right communications

bull At the right frequency bull With the right message bull In the most suitable

mediumhellipnamely telephone SMS email web

copy Daryl Upsall amp Associates SL 90

DONORS RESPOND DIFFERENTLYhellip SO NEED TO BE TREATED DIFFERENTLY

bull Direct mailpress advert recruited donors are likely to respond better to communications by mail and printed communications

bull New media recruited donors will respond better to emails and text

bull Face to face donors respond best to the telephone

90

copy Daryl Upsall amp Associates SL 91

DONOR COMMUNICATIONS

Face to face recruited donors normally are not interested in printed communication in new media and especially telephone

It is a continuation of the

ldquoconversationrdquo and ldquodialoguerdquo with the charity

copy Daryl Upsall amp Associates SL 92

DONOR COMMUNICATIONS ampldquoTOUCH POINTSrdquo

Research across 100s of NGOs in many countries consistently show that if a donor has more ldquopositive contactsrdquo or ldquotouch pointsrdquo it ndash Builds trust and loyalty ndash Increases responses rates to

appeals and upgrades ndash Reduces attrition ndash Develops the donor journey ndash Increases lifetime value

copy Daryl Upsall amp Associates SL 93

CALLING DONORS

93

Benefits bull Data validation (financial

e-mail phone address) bull Quicker data transfer and

processing bull Immediate welcome

communication bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 94

LISTEN amp OFFER CHOICE

Listen bull Encourage donors to call

write blog etc ndash but make sure you are ready for it

bull Survey donor bull Call them and ask their

opinion or just how they are bull Let them input (eg

Greenpeace ship naming)

Offer choice bull By which method are

communicated with bull How often the are

communicated with bull How they want to

engagehellipor not bull Even offer donation

holidays and downgrades in tough times

94

copy Daryl Upsall amp Associates SL 95

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 96

THANK YOU ndash MEMBER GET MEMBER CALL

bull Normally 20 give names and telephone numbers of 2 people (that means 40 out of all the contacted)

bull 15 of those called convert to monthly donors

copy Daryl Upsall amp Associates SL 97

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 98

MAXIMISING DONOR LIFETIME VALUE

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

98 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 65

copy Daryl Upsall amp Associates SL 66

copy Daryl Upsall amp Associates SL 67

copy Daryl Upsall amp Associates SL 68

copy Daryl Upsall amp Associates SL 69

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 70

copy Daryl Upsall amp Associates SL 71

VIRTUAL REALITY ndash WELCOME TO THE FUTURE

71

copy Daryl Upsall amp Associates SL 72

copy Daryl Upsall amp Associates SL 73

FROM THENhellip

73

hellipTO NOW

copy Daryl Upsall amp Associates SL 74

WHATrsquoS THE TECHNOLOGY

copy Daryl Upsall amp Associates SL 75

WHATrsquoS THE KIT

$200 $2-$5

$100

$8-$20

+

copy Daryl Upsall amp Associates SL 76

BACK TO REALITYhellipVIRTUALLY

copy Daryl Upsall amp Associates SL 77

LET ME INTRODUCE YOU TO SIDRAhellip

77

copy Daryl Upsall amp Associates SL 78

SO HOW CAN SIDRA HELP US TO HELP CHILDREN LIKE HER

78

copy Daryl Upsall amp Associates SL 79

VIRTUAL REALITYhellipMAKING A DIFFRENCE

This experience has opened us doors to make recruitment with Face to Face in companies from our corporate alliances hellip and in the case of telcos this VR activity puts UNICEF closer to their business Rocio Salinas Asensio UNICEF Spain

copy Daryl Upsall amp Associates SL 80 80

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 81

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 82

HOW COULD YOU USE A VR EXPERIENCE

82

bull Where bull Who bull How bull What else

copy Daryl Upsall amp Associates SL 83

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 84

FOCUS ON DONOR LOYALTY AND DEVELOPMENT

copy Daryl Upsall amp Associates SL 85

donors

BUT WE HAVE A PROBLEM

copy Daryl Upsall amp Associates SL 86

RETENTION IS THE NEW ACQUISITION CUSTOMER SERVICE IS THE NEW MARKETING - JOE CONNELLY

copy Daryl Upsall amp Associates SL 87 87 87

F2F WELCOME CALL

bull Thanks the donor again bull Reinforces the charity message bull Lets donors know that you like to

listen to them and donrsquot always ask for money

bull Provides more insight into donor motivations

bull Reality check on the donorrsquos understanding of the long term commitment

bull Enhances and confirms data Reduces Early Attritionconsiderably

copy Daryl Upsall amp Associates SL 88

DONOR COMMUNICATIONS

How a new committed

donor is approached and recruited is a key determinant of all subsequent communications

copy Daryl Upsall amp Associates SL 89 89

KEY FACTORS - ENGAGING DONORS

bull Sending the right communications

bull At the right frequency bull With the right message bull In the most suitable

mediumhellipnamely telephone SMS email web

copy Daryl Upsall amp Associates SL 90

DONORS RESPOND DIFFERENTLYhellip SO NEED TO BE TREATED DIFFERENTLY

bull Direct mailpress advert recruited donors are likely to respond better to communications by mail and printed communications

bull New media recruited donors will respond better to emails and text

bull Face to face donors respond best to the telephone

90

copy Daryl Upsall amp Associates SL 91

DONOR COMMUNICATIONS

Face to face recruited donors normally are not interested in printed communication in new media and especially telephone

It is a continuation of the

ldquoconversationrdquo and ldquodialoguerdquo with the charity

copy Daryl Upsall amp Associates SL 92

DONOR COMMUNICATIONS ampldquoTOUCH POINTSrdquo

Research across 100s of NGOs in many countries consistently show that if a donor has more ldquopositive contactsrdquo or ldquotouch pointsrdquo it ndash Builds trust and loyalty ndash Increases responses rates to

appeals and upgrades ndash Reduces attrition ndash Develops the donor journey ndash Increases lifetime value

copy Daryl Upsall amp Associates SL 93

CALLING DONORS

93

Benefits bull Data validation (financial

e-mail phone address) bull Quicker data transfer and

processing bull Immediate welcome

communication bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 94

LISTEN amp OFFER CHOICE

Listen bull Encourage donors to call

write blog etc ndash but make sure you are ready for it

bull Survey donor bull Call them and ask their

opinion or just how they are bull Let them input (eg

Greenpeace ship naming)

Offer choice bull By which method are

communicated with bull How often the are

communicated with bull How they want to

engagehellipor not bull Even offer donation

holidays and downgrades in tough times

94

copy Daryl Upsall amp Associates SL 95

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 96

THANK YOU ndash MEMBER GET MEMBER CALL

bull Normally 20 give names and telephone numbers of 2 people (that means 40 out of all the contacted)

bull 15 of those called convert to monthly donors

copy Daryl Upsall amp Associates SL 97

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 98

MAXIMISING DONOR LIFETIME VALUE

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

98 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 66

copy Daryl Upsall amp Associates SL 67

copy Daryl Upsall amp Associates SL 68

copy Daryl Upsall amp Associates SL 69

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 70

copy Daryl Upsall amp Associates SL 71

VIRTUAL REALITY ndash WELCOME TO THE FUTURE

71

copy Daryl Upsall amp Associates SL 72

copy Daryl Upsall amp Associates SL 73

FROM THENhellip

73

hellipTO NOW

copy Daryl Upsall amp Associates SL 74

WHATrsquoS THE TECHNOLOGY

copy Daryl Upsall amp Associates SL 75

WHATrsquoS THE KIT

$200 $2-$5

$100

$8-$20

+

copy Daryl Upsall amp Associates SL 76

BACK TO REALITYhellipVIRTUALLY

copy Daryl Upsall amp Associates SL 77

LET ME INTRODUCE YOU TO SIDRAhellip

77

copy Daryl Upsall amp Associates SL 78

SO HOW CAN SIDRA HELP US TO HELP CHILDREN LIKE HER

78

copy Daryl Upsall amp Associates SL 79

VIRTUAL REALITYhellipMAKING A DIFFRENCE

This experience has opened us doors to make recruitment with Face to Face in companies from our corporate alliances hellip and in the case of telcos this VR activity puts UNICEF closer to their business Rocio Salinas Asensio UNICEF Spain

copy Daryl Upsall amp Associates SL 80 80

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 81

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 82

HOW COULD YOU USE A VR EXPERIENCE

82

bull Where bull Who bull How bull What else

copy Daryl Upsall amp Associates SL 83

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 84

FOCUS ON DONOR LOYALTY AND DEVELOPMENT

copy Daryl Upsall amp Associates SL 85

donors

BUT WE HAVE A PROBLEM

copy Daryl Upsall amp Associates SL 86

RETENTION IS THE NEW ACQUISITION CUSTOMER SERVICE IS THE NEW MARKETING - JOE CONNELLY

copy Daryl Upsall amp Associates SL 87 87 87

F2F WELCOME CALL

bull Thanks the donor again bull Reinforces the charity message bull Lets donors know that you like to

listen to them and donrsquot always ask for money

bull Provides more insight into donor motivations

bull Reality check on the donorrsquos understanding of the long term commitment

bull Enhances and confirms data Reduces Early Attritionconsiderably

copy Daryl Upsall amp Associates SL 88

DONOR COMMUNICATIONS

How a new committed

donor is approached and recruited is a key determinant of all subsequent communications

copy Daryl Upsall amp Associates SL 89 89

KEY FACTORS - ENGAGING DONORS

bull Sending the right communications

bull At the right frequency bull With the right message bull In the most suitable

mediumhellipnamely telephone SMS email web

copy Daryl Upsall amp Associates SL 90

DONORS RESPOND DIFFERENTLYhellip SO NEED TO BE TREATED DIFFERENTLY

bull Direct mailpress advert recruited donors are likely to respond better to communications by mail and printed communications

bull New media recruited donors will respond better to emails and text

bull Face to face donors respond best to the telephone

90

copy Daryl Upsall amp Associates SL 91

DONOR COMMUNICATIONS

Face to face recruited donors normally are not interested in printed communication in new media and especially telephone

It is a continuation of the

ldquoconversationrdquo and ldquodialoguerdquo with the charity

copy Daryl Upsall amp Associates SL 92

DONOR COMMUNICATIONS ampldquoTOUCH POINTSrdquo

Research across 100s of NGOs in many countries consistently show that if a donor has more ldquopositive contactsrdquo or ldquotouch pointsrdquo it ndash Builds trust and loyalty ndash Increases responses rates to

appeals and upgrades ndash Reduces attrition ndash Develops the donor journey ndash Increases lifetime value

copy Daryl Upsall amp Associates SL 93

CALLING DONORS

93

Benefits bull Data validation (financial

e-mail phone address) bull Quicker data transfer and

processing bull Immediate welcome

communication bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 94

LISTEN amp OFFER CHOICE

Listen bull Encourage donors to call

write blog etc ndash but make sure you are ready for it

bull Survey donor bull Call them and ask their

opinion or just how they are bull Let them input (eg

Greenpeace ship naming)

Offer choice bull By which method are

communicated with bull How often the are

communicated with bull How they want to

engagehellipor not bull Even offer donation

holidays and downgrades in tough times

94

copy Daryl Upsall amp Associates SL 95

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 96

THANK YOU ndash MEMBER GET MEMBER CALL

bull Normally 20 give names and telephone numbers of 2 people (that means 40 out of all the contacted)

bull 15 of those called convert to monthly donors

copy Daryl Upsall amp Associates SL 97

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 98

MAXIMISING DONOR LIFETIME VALUE

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

98 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 67

copy Daryl Upsall amp Associates SL 68

copy Daryl Upsall amp Associates SL 69

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 70

copy Daryl Upsall amp Associates SL 71

VIRTUAL REALITY ndash WELCOME TO THE FUTURE

71

copy Daryl Upsall amp Associates SL 72

copy Daryl Upsall amp Associates SL 73

FROM THENhellip

73

hellipTO NOW

copy Daryl Upsall amp Associates SL 74

WHATrsquoS THE TECHNOLOGY

copy Daryl Upsall amp Associates SL 75

WHATrsquoS THE KIT

$200 $2-$5

$100

$8-$20

+

copy Daryl Upsall amp Associates SL 76

BACK TO REALITYhellipVIRTUALLY

copy Daryl Upsall amp Associates SL 77

LET ME INTRODUCE YOU TO SIDRAhellip

77

copy Daryl Upsall amp Associates SL 78

SO HOW CAN SIDRA HELP US TO HELP CHILDREN LIKE HER

78

copy Daryl Upsall amp Associates SL 79

VIRTUAL REALITYhellipMAKING A DIFFRENCE

This experience has opened us doors to make recruitment with Face to Face in companies from our corporate alliances hellip and in the case of telcos this VR activity puts UNICEF closer to their business Rocio Salinas Asensio UNICEF Spain

copy Daryl Upsall amp Associates SL 80 80

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 81

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 82

HOW COULD YOU USE A VR EXPERIENCE

82

bull Where bull Who bull How bull What else

copy Daryl Upsall amp Associates SL 83

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 84

FOCUS ON DONOR LOYALTY AND DEVELOPMENT

copy Daryl Upsall amp Associates SL 85

donors

BUT WE HAVE A PROBLEM

copy Daryl Upsall amp Associates SL 86

RETENTION IS THE NEW ACQUISITION CUSTOMER SERVICE IS THE NEW MARKETING - JOE CONNELLY

copy Daryl Upsall amp Associates SL 87 87 87

F2F WELCOME CALL

bull Thanks the donor again bull Reinforces the charity message bull Lets donors know that you like to

listen to them and donrsquot always ask for money

bull Provides more insight into donor motivations

bull Reality check on the donorrsquos understanding of the long term commitment

bull Enhances and confirms data Reduces Early Attritionconsiderably

copy Daryl Upsall amp Associates SL 88

DONOR COMMUNICATIONS

How a new committed

donor is approached and recruited is a key determinant of all subsequent communications

copy Daryl Upsall amp Associates SL 89 89

KEY FACTORS - ENGAGING DONORS

bull Sending the right communications

bull At the right frequency bull With the right message bull In the most suitable

mediumhellipnamely telephone SMS email web

copy Daryl Upsall amp Associates SL 90

DONORS RESPOND DIFFERENTLYhellip SO NEED TO BE TREATED DIFFERENTLY

bull Direct mailpress advert recruited donors are likely to respond better to communications by mail and printed communications

bull New media recruited donors will respond better to emails and text

bull Face to face donors respond best to the telephone

90

copy Daryl Upsall amp Associates SL 91

DONOR COMMUNICATIONS

Face to face recruited donors normally are not interested in printed communication in new media and especially telephone

It is a continuation of the

ldquoconversationrdquo and ldquodialoguerdquo with the charity

copy Daryl Upsall amp Associates SL 92

DONOR COMMUNICATIONS ampldquoTOUCH POINTSrdquo

Research across 100s of NGOs in many countries consistently show that if a donor has more ldquopositive contactsrdquo or ldquotouch pointsrdquo it ndash Builds trust and loyalty ndash Increases responses rates to

appeals and upgrades ndash Reduces attrition ndash Develops the donor journey ndash Increases lifetime value

copy Daryl Upsall amp Associates SL 93

CALLING DONORS

93

Benefits bull Data validation (financial

e-mail phone address) bull Quicker data transfer and

processing bull Immediate welcome

communication bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 94

LISTEN amp OFFER CHOICE

Listen bull Encourage donors to call

write blog etc ndash but make sure you are ready for it

bull Survey donor bull Call them and ask their

opinion or just how they are bull Let them input (eg

Greenpeace ship naming)

Offer choice bull By which method are

communicated with bull How often the are

communicated with bull How they want to

engagehellipor not bull Even offer donation

holidays and downgrades in tough times

94

copy Daryl Upsall amp Associates SL 95

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 96

THANK YOU ndash MEMBER GET MEMBER CALL

bull Normally 20 give names and telephone numbers of 2 people (that means 40 out of all the contacted)

bull 15 of those called convert to monthly donors

copy Daryl Upsall amp Associates SL 97

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 98

MAXIMISING DONOR LIFETIME VALUE

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

98 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 68

copy Daryl Upsall amp Associates SL 69

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 70

copy Daryl Upsall amp Associates SL 71

VIRTUAL REALITY ndash WELCOME TO THE FUTURE

71

copy Daryl Upsall amp Associates SL 72

copy Daryl Upsall amp Associates SL 73

FROM THENhellip

73

hellipTO NOW

copy Daryl Upsall amp Associates SL 74

WHATrsquoS THE TECHNOLOGY

copy Daryl Upsall amp Associates SL 75

WHATrsquoS THE KIT

$200 $2-$5

$100

$8-$20

+

copy Daryl Upsall amp Associates SL 76

BACK TO REALITYhellipVIRTUALLY

copy Daryl Upsall amp Associates SL 77

LET ME INTRODUCE YOU TO SIDRAhellip

77

copy Daryl Upsall amp Associates SL 78

SO HOW CAN SIDRA HELP US TO HELP CHILDREN LIKE HER

78

copy Daryl Upsall amp Associates SL 79

VIRTUAL REALITYhellipMAKING A DIFFRENCE

This experience has opened us doors to make recruitment with Face to Face in companies from our corporate alliances hellip and in the case of telcos this VR activity puts UNICEF closer to their business Rocio Salinas Asensio UNICEF Spain

copy Daryl Upsall amp Associates SL 80 80

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 81

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 82

HOW COULD YOU USE A VR EXPERIENCE

82

bull Where bull Who bull How bull What else

copy Daryl Upsall amp Associates SL 83

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 84

FOCUS ON DONOR LOYALTY AND DEVELOPMENT

copy Daryl Upsall amp Associates SL 85

donors

BUT WE HAVE A PROBLEM

copy Daryl Upsall amp Associates SL 86

RETENTION IS THE NEW ACQUISITION CUSTOMER SERVICE IS THE NEW MARKETING - JOE CONNELLY

copy Daryl Upsall amp Associates SL 87 87 87

F2F WELCOME CALL

bull Thanks the donor again bull Reinforces the charity message bull Lets donors know that you like to

listen to them and donrsquot always ask for money

bull Provides more insight into donor motivations

bull Reality check on the donorrsquos understanding of the long term commitment

bull Enhances and confirms data Reduces Early Attritionconsiderably

copy Daryl Upsall amp Associates SL 88

DONOR COMMUNICATIONS

How a new committed

donor is approached and recruited is a key determinant of all subsequent communications

copy Daryl Upsall amp Associates SL 89 89

KEY FACTORS - ENGAGING DONORS

bull Sending the right communications

bull At the right frequency bull With the right message bull In the most suitable

mediumhellipnamely telephone SMS email web

copy Daryl Upsall amp Associates SL 90

DONORS RESPOND DIFFERENTLYhellip SO NEED TO BE TREATED DIFFERENTLY

bull Direct mailpress advert recruited donors are likely to respond better to communications by mail and printed communications

bull New media recruited donors will respond better to emails and text

bull Face to face donors respond best to the telephone

90

copy Daryl Upsall amp Associates SL 91

DONOR COMMUNICATIONS

Face to face recruited donors normally are not interested in printed communication in new media and especially telephone

It is a continuation of the

ldquoconversationrdquo and ldquodialoguerdquo with the charity

copy Daryl Upsall amp Associates SL 92

DONOR COMMUNICATIONS ampldquoTOUCH POINTSrdquo

Research across 100s of NGOs in many countries consistently show that if a donor has more ldquopositive contactsrdquo or ldquotouch pointsrdquo it ndash Builds trust and loyalty ndash Increases responses rates to

appeals and upgrades ndash Reduces attrition ndash Develops the donor journey ndash Increases lifetime value

copy Daryl Upsall amp Associates SL 93

CALLING DONORS

93

Benefits bull Data validation (financial

e-mail phone address) bull Quicker data transfer and

processing bull Immediate welcome

communication bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 94

LISTEN amp OFFER CHOICE

Listen bull Encourage donors to call

write blog etc ndash but make sure you are ready for it

bull Survey donor bull Call them and ask their

opinion or just how they are bull Let them input (eg

Greenpeace ship naming)

Offer choice bull By which method are

communicated with bull How often the are

communicated with bull How they want to

engagehellipor not bull Even offer donation

holidays and downgrades in tough times

94

copy Daryl Upsall amp Associates SL 95

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 96

THANK YOU ndash MEMBER GET MEMBER CALL

bull Normally 20 give names and telephone numbers of 2 people (that means 40 out of all the contacted)

bull 15 of those called convert to monthly donors

copy Daryl Upsall amp Associates SL 97

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 98

MAXIMISING DONOR LIFETIME VALUE

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

98 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 69

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 70

copy Daryl Upsall amp Associates SL 71

VIRTUAL REALITY ndash WELCOME TO THE FUTURE

71

copy Daryl Upsall amp Associates SL 72

copy Daryl Upsall amp Associates SL 73

FROM THENhellip

73

hellipTO NOW

copy Daryl Upsall amp Associates SL 74

WHATrsquoS THE TECHNOLOGY

copy Daryl Upsall amp Associates SL 75

WHATrsquoS THE KIT

$200 $2-$5

$100

$8-$20

+

copy Daryl Upsall amp Associates SL 76

BACK TO REALITYhellipVIRTUALLY

copy Daryl Upsall amp Associates SL 77

LET ME INTRODUCE YOU TO SIDRAhellip

77

copy Daryl Upsall amp Associates SL 78

SO HOW CAN SIDRA HELP US TO HELP CHILDREN LIKE HER

78

copy Daryl Upsall amp Associates SL 79

VIRTUAL REALITYhellipMAKING A DIFFRENCE

This experience has opened us doors to make recruitment with Face to Face in companies from our corporate alliances hellip and in the case of telcos this VR activity puts UNICEF closer to their business Rocio Salinas Asensio UNICEF Spain

copy Daryl Upsall amp Associates SL 80 80

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 81

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 82

HOW COULD YOU USE A VR EXPERIENCE

82

bull Where bull Who bull How bull What else

copy Daryl Upsall amp Associates SL 83

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 84

FOCUS ON DONOR LOYALTY AND DEVELOPMENT

copy Daryl Upsall amp Associates SL 85

donors

BUT WE HAVE A PROBLEM

copy Daryl Upsall amp Associates SL 86

RETENTION IS THE NEW ACQUISITION CUSTOMER SERVICE IS THE NEW MARKETING - JOE CONNELLY

copy Daryl Upsall amp Associates SL 87 87 87

F2F WELCOME CALL

bull Thanks the donor again bull Reinforces the charity message bull Lets donors know that you like to

listen to them and donrsquot always ask for money

bull Provides more insight into donor motivations

bull Reality check on the donorrsquos understanding of the long term commitment

bull Enhances and confirms data Reduces Early Attritionconsiderably

copy Daryl Upsall amp Associates SL 88

DONOR COMMUNICATIONS

How a new committed

donor is approached and recruited is a key determinant of all subsequent communications

copy Daryl Upsall amp Associates SL 89 89

KEY FACTORS - ENGAGING DONORS

bull Sending the right communications

bull At the right frequency bull With the right message bull In the most suitable

mediumhellipnamely telephone SMS email web

copy Daryl Upsall amp Associates SL 90

DONORS RESPOND DIFFERENTLYhellip SO NEED TO BE TREATED DIFFERENTLY

bull Direct mailpress advert recruited donors are likely to respond better to communications by mail and printed communications

bull New media recruited donors will respond better to emails and text

bull Face to face donors respond best to the telephone

90

copy Daryl Upsall amp Associates SL 91

DONOR COMMUNICATIONS

Face to face recruited donors normally are not interested in printed communication in new media and especially telephone

It is a continuation of the

ldquoconversationrdquo and ldquodialoguerdquo with the charity

copy Daryl Upsall amp Associates SL 92

DONOR COMMUNICATIONS ampldquoTOUCH POINTSrdquo

Research across 100s of NGOs in many countries consistently show that if a donor has more ldquopositive contactsrdquo or ldquotouch pointsrdquo it ndash Builds trust and loyalty ndash Increases responses rates to

appeals and upgrades ndash Reduces attrition ndash Develops the donor journey ndash Increases lifetime value

copy Daryl Upsall amp Associates SL 93

CALLING DONORS

93

Benefits bull Data validation (financial

e-mail phone address) bull Quicker data transfer and

processing bull Immediate welcome

communication bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 94

LISTEN amp OFFER CHOICE

Listen bull Encourage donors to call

write blog etc ndash but make sure you are ready for it

bull Survey donor bull Call them and ask their

opinion or just how they are bull Let them input (eg

Greenpeace ship naming)

Offer choice bull By which method are

communicated with bull How often the are

communicated with bull How they want to

engagehellipor not bull Even offer donation

holidays and downgrades in tough times

94

copy Daryl Upsall amp Associates SL 95

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 96

THANK YOU ndash MEMBER GET MEMBER CALL

bull Normally 20 give names and telephone numbers of 2 people (that means 40 out of all the contacted)

bull 15 of those called convert to monthly donors

copy Daryl Upsall amp Associates SL 97

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 98

MAXIMISING DONOR LIFETIME VALUE

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

98 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 70

copy Daryl Upsall amp Associates SL 71

VIRTUAL REALITY ndash WELCOME TO THE FUTURE

71

copy Daryl Upsall amp Associates SL 72

copy Daryl Upsall amp Associates SL 73

FROM THENhellip

73

hellipTO NOW

copy Daryl Upsall amp Associates SL 74

WHATrsquoS THE TECHNOLOGY

copy Daryl Upsall amp Associates SL 75

WHATrsquoS THE KIT

$200 $2-$5

$100

$8-$20

+

copy Daryl Upsall amp Associates SL 76

BACK TO REALITYhellipVIRTUALLY

copy Daryl Upsall amp Associates SL 77

LET ME INTRODUCE YOU TO SIDRAhellip

77

copy Daryl Upsall amp Associates SL 78

SO HOW CAN SIDRA HELP US TO HELP CHILDREN LIKE HER

78

copy Daryl Upsall amp Associates SL 79

VIRTUAL REALITYhellipMAKING A DIFFRENCE

This experience has opened us doors to make recruitment with Face to Face in companies from our corporate alliances hellip and in the case of telcos this VR activity puts UNICEF closer to their business Rocio Salinas Asensio UNICEF Spain

copy Daryl Upsall amp Associates SL 80 80

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 81

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 82

HOW COULD YOU USE A VR EXPERIENCE

82

bull Where bull Who bull How bull What else

copy Daryl Upsall amp Associates SL 83

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 84

FOCUS ON DONOR LOYALTY AND DEVELOPMENT

copy Daryl Upsall amp Associates SL 85

donors

BUT WE HAVE A PROBLEM

copy Daryl Upsall amp Associates SL 86

RETENTION IS THE NEW ACQUISITION CUSTOMER SERVICE IS THE NEW MARKETING - JOE CONNELLY

copy Daryl Upsall amp Associates SL 87 87 87

F2F WELCOME CALL

bull Thanks the donor again bull Reinforces the charity message bull Lets donors know that you like to

listen to them and donrsquot always ask for money

bull Provides more insight into donor motivations

bull Reality check on the donorrsquos understanding of the long term commitment

bull Enhances and confirms data Reduces Early Attritionconsiderably

copy Daryl Upsall amp Associates SL 88

DONOR COMMUNICATIONS

How a new committed

donor is approached and recruited is a key determinant of all subsequent communications

copy Daryl Upsall amp Associates SL 89 89

KEY FACTORS - ENGAGING DONORS

bull Sending the right communications

bull At the right frequency bull With the right message bull In the most suitable

mediumhellipnamely telephone SMS email web

copy Daryl Upsall amp Associates SL 90

DONORS RESPOND DIFFERENTLYhellip SO NEED TO BE TREATED DIFFERENTLY

bull Direct mailpress advert recruited donors are likely to respond better to communications by mail and printed communications

bull New media recruited donors will respond better to emails and text

bull Face to face donors respond best to the telephone

90

copy Daryl Upsall amp Associates SL 91

DONOR COMMUNICATIONS

Face to face recruited donors normally are not interested in printed communication in new media and especially telephone

It is a continuation of the

ldquoconversationrdquo and ldquodialoguerdquo with the charity

copy Daryl Upsall amp Associates SL 92

DONOR COMMUNICATIONS ampldquoTOUCH POINTSrdquo

Research across 100s of NGOs in many countries consistently show that if a donor has more ldquopositive contactsrdquo or ldquotouch pointsrdquo it ndash Builds trust and loyalty ndash Increases responses rates to

appeals and upgrades ndash Reduces attrition ndash Develops the donor journey ndash Increases lifetime value

copy Daryl Upsall amp Associates SL 93

CALLING DONORS

93

Benefits bull Data validation (financial

e-mail phone address) bull Quicker data transfer and

processing bull Immediate welcome

communication bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 94

LISTEN amp OFFER CHOICE

Listen bull Encourage donors to call

write blog etc ndash but make sure you are ready for it

bull Survey donor bull Call them and ask their

opinion or just how they are bull Let them input (eg

Greenpeace ship naming)

Offer choice bull By which method are

communicated with bull How often the are

communicated with bull How they want to

engagehellipor not bull Even offer donation

holidays and downgrades in tough times

94

copy Daryl Upsall amp Associates SL 95

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 96

THANK YOU ndash MEMBER GET MEMBER CALL

bull Normally 20 give names and telephone numbers of 2 people (that means 40 out of all the contacted)

bull 15 of those called convert to monthly donors

copy Daryl Upsall amp Associates SL 97

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 98

MAXIMISING DONOR LIFETIME VALUE

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

98 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 71

VIRTUAL REALITY ndash WELCOME TO THE FUTURE

71

copy Daryl Upsall amp Associates SL 72

copy Daryl Upsall amp Associates SL 73

FROM THENhellip

73

hellipTO NOW

copy Daryl Upsall amp Associates SL 74

WHATrsquoS THE TECHNOLOGY

copy Daryl Upsall amp Associates SL 75

WHATrsquoS THE KIT

$200 $2-$5

$100

$8-$20

+

copy Daryl Upsall amp Associates SL 76

BACK TO REALITYhellipVIRTUALLY

copy Daryl Upsall amp Associates SL 77

LET ME INTRODUCE YOU TO SIDRAhellip

77

copy Daryl Upsall amp Associates SL 78

SO HOW CAN SIDRA HELP US TO HELP CHILDREN LIKE HER

78

copy Daryl Upsall amp Associates SL 79

VIRTUAL REALITYhellipMAKING A DIFFRENCE

This experience has opened us doors to make recruitment with Face to Face in companies from our corporate alliances hellip and in the case of telcos this VR activity puts UNICEF closer to their business Rocio Salinas Asensio UNICEF Spain

copy Daryl Upsall amp Associates SL 80 80

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 81

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 82

HOW COULD YOU USE A VR EXPERIENCE

82

bull Where bull Who bull How bull What else

copy Daryl Upsall amp Associates SL 83

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 84

FOCUS ON DONOR LOYALTY AND DEVELOPMENT

copy Daryl Upsall amp Associates SL 85

donors

BUT WE HAVE A PROBLEM

copy Daryl Upsall amp Associates SL 86

RETENTION IS THE NEW ACQUISITION CUSTOMER SERVICE IS THE NEW MARKETING - JOE CONNELLY

copy Daryl Upsall amp Associates SL 87 87 87

F2F WELCOME CALL

bull Thanks the donor again bull Reinforces the charity message bull Lets donors know that you like to

listen to them and donrsquot always ask for money

bull Provides more insight into donor motivations

bull Reality check on the donorrsquos understanding of the long term commitment

bull Enhances and confirms data Reduces Early Attritionconsiderably

copy Daryl Upsall amp Associates SL 88

DONOR COMMUNICATIONS

How a new committed

donor is approached and recruited is a key determinant of all subsequent communications

copy Daryl Upsall amp Associates SL 89 89

KEY FACTORS - ENGAGING DONORS

bull Sending the right communications

bull At the right frequency bull With the right message bull In the most suitable

mediumhellipnamely telephone SMS email web

copy Daryl Upsall amp Associates SL 90

DONORS RESPOND DIFFERENTLYhellip SO NEED TO BE TREATED DIFFERENTLY

bull Direct mailpress advert recruited donors are likely to respond better to communications by mail and printed communications

bull New media recruited donors will respond better to emails and text

bull Face to face donors respond best to the telephone

90

copy Daryl Upsall amp Associates SL 91

DONOR COMMUNICATIONS

Face to face recruited donors normally are not interested in printed communication in new media and especially telephone

It is a continuation of the

ldquoconversationrdquo and ldquodialoguerdquo with the charity

copy Daryl Upsall amp Associates SL 92

DONOR COMMUNICATIONS ampldquoTOUCH POINTSrdquo

Research across 100s of NGOs in many countries consistently show that if a donor has more ldquopositive contactsrdquo or ldquotouch pointsrdquo it ndash Builds trust and loyalty ndash Increases responses rates to

appeals and upgrades ndash Reduces attrition ndash Develops the donor journey ndash Increases lifetime value

copy Daryl Upsall amp Associates SL 93

CALLING DONORS

93

Benefits bull Data validation (financial

e-mail phone address) bull Quicker data transfer and

processing bull Immediate welcome

communication bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 94

LISTEN amp OFFER CHOICE

Listen bull Encourage donors to call

write blog etc ndash but make sure you are ready for it

bull Survey donor bull Call them and ask their

opinion or just how they are bull Let them input (eg

Greenpeace ship naming)

Offer choice bull By which method are

communicated with bull How often the are

communicated with bull How they want to

engagehellipor not bull Even offer donation

holidays and downgrades in tough times

94

copy Daryl Upsall amp Associates SL 95

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 96

THANK YOU ndash MEMBER GET MEMBER CALL

bull Normally 20 give names and telephone numbers of 2 people (that means 40 out of all the contacted)

bull 15 of those called convert to monthly donors

copy Daryl Upsall amp Associates SL 97

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 98

MAXIMISING DONOR LIFETIME VALUE

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

98 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 72

copy Daryl Upsall amp Associates SL 73

FROM THENhellip

73

hellipTO NOW

copy Daryl Upsall amp Associates SL 74

WHATrsquoS THE TECHNOLOGY

copy Daryl Upsall amp Associates SL 75

WHATrsquoS THE KIT

$200 $2-$5

$100

$8-$20

+

copy Daryl Upsall amp Associates SL 76

BACK TO REALITYhellipVIRTUALLY

copy Daryl Upsall amp Associates SL 77

LET ME INTRODUCE YOU TO SIDRAhellip

77

copy Daryl Upsall amp Associates SL 78

SO HOW CAN SIDRA HELP US TO HELP CHILDREN LIKE HER

78

copy Daryl Upsall amp Associates SL 79

VIRTUAL REALITYhellipMAKING A DIFFRENCE

This experience has opened us doors to make recruitment with Face to Face in companies from our corporate alliances hellip and in the case of telcos this VR activity puts UNICEF closer to their business Rocio Salinas Asensio UNICEF Spain

copy Daryl Upsall amp Associates SL 80 80

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 81

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 82

HOW COULD YOU USE A VR EXPERIENCE

82

bull Where bull Who bull How bull What else

copy Daryl Upsall amp Associates SL 83

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 84

FOCUS ON DONOR LOYALTY AND DEVELOPMENT

copy Daryl Upsall amp Associates SL 85

donors

BUT WE HAVE A PROBLEM

copy Daryl Upsall amp Associates SL 86

RETENTION IS THE NEW ACQUISITION CUSTOMER SERVICE IS THE NEW MARKETING - JOE CONNELLY

copy Daryl Upsall amp Associates SL 87 87 87

F2F WELCOME CALL

bull Thanks the donor again bull Reinforces the charity message bull Lets donors know that you like to

listen to them and donrsquot always ask for money

bull Provides more insight into donor motivations

bull Reality check on the donorrsquos understanding of the long term commitment

bull Enhances and confirms data Reduces Early Attritionconsiderably

copy Daryl Upsall amp Associates SL 88

DONOR COMMUNICATIONS

How a new committed

donor is approached and recruited is a key determinant of all subsequent communications

copy Daryl Upsall amp Associates SL 89 89

KEY FACTORS - ENGAGING DONORS

bull Sending the right communications

bull At the right frequency bull With the right message bull In the most suitable

mediumhellipnamely telephone SMS email web

copy Daryl Upsall amp Associates SL 90

DONORS RESPOND DIFFERENTLYhellip SO NEED TO BE TREATED DIFFERENTLY

bull Direct mailpress advert recruited donors are likely to respond better to communications by mail and printed communications

bull New media recruited donors will respond better to emails and text

bull Face to face donors respond best to the telephone

90

copy Daryl Upsall amp Associates SL 91

DONOR COMMUNICATIONS

Face to face recruited donors normally are not interested in printed communication in new media and especially telephone

It is a continuation of the

ldquoconversationrdquo and ldquodialoguerdquo with the charity

copy Daryl Upsall amp Associates SL 92

DONOR COMMUNICATIONS ampldquoTOUCH POINTSrdquo

Research across 100s of NGOs in many countries consistently show that if a donor has more ldquopositive contactsrdquo or ldquotouch pointsrdquo it ndash Builds trust and loyalty ndash Increases responses rates to

appeals and upgrades ndash Reduces attrition ndash Develops the donor journey ndash Increases lifetime value

copy Daryl Upsall amp Associates SL 93

CALLING DONORS

93

Benefits bull Data validation (financial

e-mail phone address) bull Quicker data transfer and

processing bull Immediate welcome

communication bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 94

LISTEN amp OFFER CHOICE

Listen bull Encourage donors to call

write blog etc ndash but make sure you are ready for it

bull Survey donor bull Call them and ask their

opinion or just how they are bull Let them input (eg

Greenpeace ship naming)

Offer choice bull By which method are

communicated with bull How often the are

communicated with bull How they want to

engagehellipor not bull Even offer donation

holidays and downgrades in tough times

94

copy Daryl Upsall amp Associates SL 95

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 96

THANK YOU ndash MEMBER GET MEMBER CALL

bull Normally 20 give names and telephone numbers of 2 people (that means 40 out of all the contacted)

bull 15 of those called convert to monthly donors

copy Daryl Upsall amp Associates SL 97

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 98

MAXIMISING DONOR LIFETIME VALUE

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

98 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 73

FROM THENhellip

73

hellipTO NOW

copy Daryl Upsall amp Associates SL 74

WHATrsquoS THE TECHNOLOGY

copy Daryl Upsall amp Associates SL 75

WHATrsquoS THE KIT

$200 $2-$5

$100

$8-$20

+

copy Daryl Upsall amp Associates SL 76

BACK TO REALITYhellipVIRTUALLY

copy Daryl Upsall amp Associates SL 77

LET ME INTRODUCE YOU TO SIDRAhellip

77

copy Daryl Upsall amp Associates SL 78

SO HOW CAN SIDRA HELP US TO HELP CHILDREN LIKE HER

78

copy Daryl Upsall amp Associates SL 79

VIRTUAL REALITYhellipMAKING A DIFFRENCE

This experience has opened us doors to make recruitment with Face to Face in companies from our corporate alliances hellip and in the case of telcos this VR activity puts UNICEF closer to their business Rocio Salinas Asensio UNICEF Spain

copy Daryl Upsall amp Associates SL 80 80

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 81

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 82

HOW COULD YOU USE A VR EXPERIENCE

82

bull Where bull Who bull How bull What else

copy Daryl Upsall amp Associates SL 83

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 84

FOCUS ON DONOR LOYALTY AND DEVELOPMENT

copy Daryl Upsall amp Associates SL 85

donors

BUT WE HAVE A PROBLEM

copy Daryl Upsall amp Associates SL 86

RETENTION IS THE NEW ACQUISITION CUSTOMER SERVICE IS THE NEW MARKETING - JOE CONNELLY

copy Daryl Upsall amp Associates SL 87 87 87

F2F WELCOME CALL

bull Thanks the donor again bull Reinforces the charity message bull Lets donors know that you like to

listen to them and donrsquot always ask for money

bull Provides more insight into donor motivations

bull Reality check on the donorrsquos understanding of the long term commitment

bull Enhances and confirms data Reduces Early Attritionconsiderably

copy Daryl Upsall amp Associates SL 88

DONOR COMMUNICATIONS

How a new committed

donor is approached and recruited is a key determinant of all subsequent communications

copy Daryl Upsall amp Associates SL 89 89

KEY FACTORS - ENGAGING DONORS

bull Sending the right communications

bull At the right frequency bull With the right message bull In the most suitable

mediumhellipnamely telephone SMS email web

copy Daryl Upsall amp Associates SL 90

DONORS RESPOND DIFFERENTLYhellip SO NEED TO BE TREATED DIFFERENTLY

bull Direct mailpress advert recruited donors are likely to respond better to communications by mail and printed communications

bull New media recruited donors will respond better to emails and text

bull Face to face donors respond best to the telephone

90

copy Daryl Upsall amp Associates SL 91

DONOR COMMUNICATIONS

Face to face recruited donors normally are not interested in printed communication in new media and especially telephone

It is a continuation of the

ldquoconversationrdquo and ldquodialoguerdquo with the charity

copy Daryl Upsall amp Associates SL 92

DONOR COMMUNICATIONS ampldquoTOUCH POINTSrdquo

Research across 100s of NGOs in many countries consistently show that if a donor has more ldquopositive contactsrdquo or ldquotouch pointsrdquo it ndash Builds trust and loyalty ndash Increases responses rates to

appeals and upgrades ndash Reduces attrition ndash Develops the donor journey ndash Increases lifetime value

copy Daryl Upsall amp Associates SL 93

CALLING DONORS

93

Benefits bull Data validation (financial

e-mail phone address) bull Quicker data transfer and

processing bull Immediate welcome

communication bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 94

LISTEN amp OFFER CHOICE

Listen bull Encourage donors to call

write blog etc ndash but make sure you are ready for it

bull Survey donor bull Call them and ask their

opinion or just how they are bull Let them input (eg

Greenpeace ship naming)

Offer choice bull By which method are

communicated with bull How often the are

communicated with bull How they want to

engagehellipor not bull Even offer donation

holidays and downgrades in tough times

94

copy Daryl Upsall amp Associates SL 95

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 96

THANK YOU ndash MEMBER GET MEMBER CALL

bull Normally 20 give names and telephone numbers of 2 people (that means 40 out of all the contacted)

bull 15 of those called convert to monthly donors

copy Daryl Upsall amp Associates SL 97

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 98

MAXIMISING DONOR LIFETIME VALUE

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

98 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 74

WHATrsquoS THE TECHNOLOGY

copy Daryl Upsall amp Associates SL 75

WHATrsquoS THE KIT

$200 $2-$5

$100

$8-$20

+

copy Daryl Upsall amp Associates SL 76

BACK TO REALITYhellipVIRTUALLY

copy Daryl Upsall amp Associates SL 77

LET ME INTRODUCE YOU TO SIDRAhellip

77

copy Daryl Upsall amp Associates SL 78

SO HOW CAN SIDRA HELP US TO HELP CHILDREN LIKE HER

78

copy Daryl Upsall amp Associates SL 79

VIRTUAL REALITYhellipMAKING A DIFFRENCE

This experience has opened us doors to make recruitment with Face to Face in companies from our corporate alliances hellip and in the case of telcos this VR activity puts UNICEF closer to their business Rocio Salinas Asensio UNICEF Spain

copy Daryl Upsall amp Associates SL 80 80

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 81

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 82

HOW COULD YOU USE A VR EXPERIENCE

82

bull Where bull Who bull How bull What else

copy Daryl Upsall amp Associates SL 83

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 84

FOCUS ON DONOR LOYALTY AND DEVELOPMENT

copy Daryl Upsall amp Associates SL 85

donors

BUT WE HAVE A PROBLEM

copy Daryl Upsall amp Associates SL 86

RETENTION IS THE NEW ACQUISITION CUSTOMER SERVICE IS THE NEW MARKETING - JOE CONNELLY

copy Daryl Upsall amp Associates SL 87 87 87

F2F WELCOME CALL

bull Thanks the donor again bull Reinforces the charity message bull Lets donors know that you like to

listen to them and donrsquot always ask for money

bull Provides more insight into donor motivations

bull Reality check on the donorrsquos understanding of the long term commitment

bull Enhances and confirms data Reduces Early Attritionconsiderably

copy Daryl Upsall amp Associates SL 88

DONOR COMMUNICATIONS

How a new committed

donor is approached and recruited is a key determinant of all subsequent communications

copy Daryl Upsall amp Associates SL 89 89

KEY FACTORS - ENGAGING DONORS

bull Sending the right communications

bull At the right frequency bull With the right message bull In the most suitable

mediumhellipnamely telephone SMS email web

copy Daryl Upsall amp Associates SL 90

DONORS RESPOND DIFFERENTLYhellip SO NEED TO BE TREATED DIFFERENTLY

bull Direct mailpress advert recruited donors are likely to respond better to communications by mail and printed communications

bull New media recruited donors will respond better to emails and text

bull Face to face donors respond best to the telephone

90

copy Daryl Upsall amp Associates SL 91

DONOR COMMUNICATIONS

Face to face recruited donors normally are not interested in printed communication in new media and especially telephone

It is a continuation of the

ldquoconversationrdquo and ldquodialoguerdquo with the charity

copy Daryl Upsall amp Associates SL 92

DONOR COMMUNICATIONS ampldquoTOUCH POINTSrdquo

Research across 100s of NGOs in many countries consistently show that if a donor has more ldquopositive contactsrdquo or ldquotouch pointsrdquo it ndash Builds trust and loyalty ndash Increases responses rates to

appeals and upgrades ndash Reduces attrition ndash Develops the donor journey ndash Increases lifetime value

copy Daryl Upsall amp Associates SL 93

CALLING DONORS

93

Benefits bull Data validation (financial

e-mail phone address) bull Quicker data transfer and

processing bull Immediate welcome

communication bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 94

LISTEN amp OFFER CHOICE

Listen bull Encourage donors to call

write blog etc ndash but make sure you are ready for it

bull Survey donor bull Call them and ask their

opinion or just how they are bull Let them input (eg

Greenpeace ship naming)

Offer choice bull By which method are

communicated with bull How often the are

communicated with bull How they want to

engagehellipor not bull Even offer donation

holidays and downgrades in tough times

94

copy Daryl Upsall amp Associates SL 95

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 96

THANK YOU ndash MEMBER GET MEMBER CALL

bull Normally 20 give names and telephone numbers of 2 people (that means 40 out of all the contacted)

bull 15 of those called convert to monthly donors

copy Daryl Upsall amp Associates SL 97

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 98

MAXIMISING DONOR LIFETIME VALUE

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

98 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 75

WHATrsquoS THE KIT

$200 $2-$5

$100

$8-$20

+

copy Daryl Upsall amp Associates SL 76

BACK TO REALITYhellipVIRTUALLY

copy Daryl Upsall amp Associates SL 77

LET ME INTRODUCE YOU TO SIDRAhellip

77

copy Daryl Upsall amp Associates SL 78

SO HOW CAN SIDRA HELP US TO HELP CHILDREN LIKE HER

78

copy Daryl Upsall amp Associates SL 79

VIRTUAL REALITYhellipMAKING A DIFFRENCE

This experience has opened us doors to make recruitment with Face to Face in companies from our corporate alliances hellip and in the case of telcos this VR activity puts UNICEF closer to their business Rocio Salinas Asensio UNICEF Spain

copy Daryl Upsall amp Associates SL 80 80

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 81

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 82

HOW COULD YOU USE A VR EXPERIENCE

82

bull Where bull Who bull How bull What else

copy Daryl Upsall amp Associates SL 83

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 84

FOCUS ON DONOR LOYALTY AND DEVELOPMENT

copy Daryl Upsall amp Associates SL 85

donors

BUT WE HAVE A PROBLEM

copy Daryl Upsall amp Associates SL 86

RETENTION IS THE NEW ACQUISITION CUSTOMER SERVICE IS THE NEW MARKETING - JOE CONNELLY

copy Daryl Upsall amp Associates SL 87 87 87

F2F WELCOME CALL

bull Thanks the donor again bull Reinforces the charity message bull Lets donors know that you like to

listen to them and donrsquot always ask for money

bull Provides more insight into donor motivations

bull Reality check on the donorrsquos understanding of the long term commitment

bull Enhances and confirms data Reduces Early Attritionconsiderably

copy Daryl Upsall amp Associates SL 88

DONOR COMMUNICATIONS

How a new committed

donor is approached and recruited is a key determinant of all subsequent communications

copy Daryl Upsall amp Associates SL 89 89

KEY FACTORS - ENGAGING DONORS

bull Sending the right communications

bull At the right frequency bull With the right message bull In the most suitable

mediumhellipnamely telephone SMS email web

copy Daryl Upsall amp Associates SL 90

DONORS RESPOND DIFFERENTLYhellip SO NEED TO BE TREATED DIFFERENTLY

bull Direct mailpress advert recruited donors are likely to respond better to communications by mail and printed communications

bull New media recruited donors will respond better to emails and text

bull Face to face donors respond best to the telephone

90

copy Daryl Upsall amp Associates SL 91

DONOR COMMUNICATIONS

Face to face recruited donors normally are not interested in printed communication in new media and especially telephone

It is a continuation of the

ldquoconversationrdquo and ldquodialoguerdquo with the charity

copy Daryl Upsall amp Associates SL 92

DONOR COMMUNICATIONS ampldquoTOUCH POINTSrdquo

Research across 100s of NGOs in many countries consistently show that if a donor has more ldquopositive contactsrdquo or ldquotouch pointsrdquo it ndash Builds trust and loyalty ndash Increases responses rates to

appeals and upgrades ndash Reduces attrition ndash Develops the donor journey ndash Increases lifetime value

copy Daryl Upsall amp Associates SL 93

CALLING DONORS

93

Benefits bull Data validation (financial

e-mail phone address) bull Quicker data transfer and

processing bull Immediate welcome

communication bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 94

LISTEN amp OFFER CHOICE

Listen bull Encourage donors to call

write blog etc ndash but make sure you are ready for it

bull Survey donor bull Call them and ask their

opinion or just how they are bull Let them input (eg

Greenpeace ship naming)

Offer choice bull By which method are

communicated with bull How often the are

communicated with bull How they want to

engagehellipor not bull Even offer donation

holidays and downgrades in tough times

94

copy Daryl Upsall amp Associates SL 95

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 96

THANK YOU ndash MEMBER GET MEMBER CALL

bull Normally 20 give names and telephone numbers of 2 people (that means 40 out of all the contacted)

bull 15 of those called convert to monthly donors

copy Daryl Upsall amp Associates SL 97

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 98

MAXIMISING DONOR LIFETIME VALUE

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

98 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 76

BACK TO REALITYhellipVIRTUALLY

copy Daryl Upsall amp Associates SL 77

LET ME INTRODUCE YOU TO SIDRAhellip

77

copy Daryl Upsall amp Associates SL 78

SO HOW CAN SIDRA HELP US TO HELP CHILDREN LIKE HER

78

copy Daryl Upsall amp Associates SL 79

VIRTUAL REALITYhellipMAKING A DIFFRENCE

This experience has opened us doors to make recruitment with Face to Face in companies from our corporate alliances hellip and in the case of telcos this VR activity puts UNICEF closer to their business Rocio Salinas Asensio UNICEF Spain

copy Daryl Upsall amp Associates SL 80 80

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 81

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 82

HOW COULD YOU USE A VR EXPERIENCE

82

bull Where bull Who bull How bull What else

copy Daryl Upsall amp Associates SL 83

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 84

FOCUS ON DONOR LOYALTY AND DEVELOPMENT

copy Daryl Upsall amp Associates SL 85

donors

BUT WE HAVE A PROBLEM

copy Daryl Upsall amp Associates SL 86

RETENTION IS THE NEW ACQUISITION CUSTOMER SERVICE IS THE NEW MARKETING - JOE CONNELLY

copy Daryl Upsall amp Associates SL 87 87 87

F2F WELCOME CALL

bull Thanks the donor again bull Reinforces the charity message bull Lets donors know that you like to

listen to them and donrsquot always ask for money

bull Provides more insight into donor motivations

bull Reality check on the donorrsquos understanding of the long term commitment

bull Enhances and confirms data Reduces Early Attritionconsiderably

copy Daryl Upsall amp Associates SL 88

DONOR COMMUNICATIONS

How a new committed

donor is approached and recruited is a key determinant of all subsequent communications

copy Daryl Upsall amp Associates SL 89 89

KEY FACTORS - ENGAGING DONORS

bull Sending the right communications

bull At the right frequency bull With the right message bull In the most suitable

mediumhellipnamely telephone SMS email web

copy Daryl Upsall amp Associates SL 90

DONORS RESPOND DIFFERENTLYhellip SO NEED TO BE TREATED DIFFERENTLY

bull Direct mailpress advert recruited donors are likely to respond better to communications by mail and printed communications

bull New media recruited donors will respond better to emails and text

bull Face to face donors respond best to the telephone

90

copy Daryl Upsall amp Associates SL 91

DONOR COMMUNICATIONS

Face to face recruited donors normally are not interested in printed communication in new media and especially telephone

It is a continuation of the

ldquoconversationrdquo and ldquodialoguerdquo with the charity

copy Daryl Upsall amp Associates SL 92

DONOR COMMUNICATIONS ampldquoTOUCH POINTSrdquo

Research across 100s of NGOs in many countries consistently show that if a donor has more ldquopositive contactsrdquo or ldquotouch pointsrdquo it ndash Builds trust and loyalty ndash Increases responses rates to

appeals and upgrades ndash Reduces attrition ndash Develops the donor journey ndash Increases lifetime value

copy Daryl Upsall amp Associates SL 93

CALLING DONORS

93

Benefits bull Data validation (financial

e-mail phone address) bull Quicker data transfer and

processing bull Immediate welcome

communication bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 94

LISTEN amp OFFER CHOICE

Listen bull Encourage donors to call

write blog etc ndash but make sure you are ready for it

bull Survey donor bull Call them and ask their

opinion or just how they are bull Let them input (eg

Greenpeace ship naming)

Offer choice bull By which method are

communicated with bull How often the are

communicated with bull How they want to

engagehellipor not bull Even offer donation

holidays and downgrades in tough times

94

copy Daryl Upsall amp Associates SL 95

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 96

THANK YOU ndash MEMBER GET MEMBER CALL

bull Normally 20 give names and telephone numbers of 2 people (that means 40 out of all the contacted)

bull 15 of those called convert to monthly donors

copy Daryl Upsall amp Associates SL 97

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 98

MAXIMISING DONOR LIFETIME VALUE

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

98 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 77

LET ME INTRODUCE YOU TO SIDRAhellip

77

copy Daryl Upsall amp Associates SL 78

SO HOW CAN SIDRA HELP US TO HELP CHILDREN LIKE HER

78

copy Daryl Upsall amp Associates SL 79

VIRTUAL REALITYhellipMAKING A DIFFRENCE

This experience has opened us doors to make recruitment with Face to Face in companies from our corporate alliances hellip and in the case of telcos this VR activity puts UNICEF closer to their business Rocio Salinas Asensio UNICEF Spain

copy Daryl Upsall amp Associates SL 80 80

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 81

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 82

HOW COULD YOU USE A VR EXPERIENCE

82

bull Where bull Who bull How bull What else

copy Daryl Upsall amp Associates SL 83

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 84

FOCUS ON DONOR LOYALTY AND DEVELOPMENT

copy Daryl Upsall amp Associates SL 85

donors

BUT WE HAVE A PROBLEM

copy Daryl Upsall amp Associates SL 86

RETENTION IS THE NEW ACQUISITION CUSTOMER SERVICE IS THE NEW MARKETING - JOE CONNELLY

copy Daryl Upsall amp Associates SL 87 87 87

F2F WELCOME CALL

bull Thanks the donor again bull Reinforces the charity message bull Lets donors know that you like to

listen to them and donrsquot always ask for money

bull Provides more insight into donor motivations

bull Reality check on the donorrsquos understanding of the long term commitment

bull Enhances and confirms data Reduces Early Attritionconsiderably

copy Daryl Upsall amp Associates SL 88

DONOR COMMUNICATIONS

How a new committed

donor is approached and recruited is a key determinant of all subsequent communications

copy Daryl Upsall amp Associates SL 89 89

KEY FACTORS - ENGAGING DONORS

bull Sending the right communications

bull At the right frequency bull With the right message bull In the most suitable

mediumhellipnamely telephone SMS email web

copy Daryl Upsall amp Associates SL 90

DONORS RESPOND DIFFERENTLYhellip SO NEED TO BE TREATED DIFFERENTLY

bull Direct mailpress advert recruited donors are likely to respond better to communications by mail and printed communications

bull New media recruited donors will respond better to emails and text

bull Face to face donors respond best to the telephone

90

copy Daryl Upsall amp Associates SL 91

DONOR COMMUNICATIONS

Face to face recruited donors normally are not interested in printed communication in new media and especially telephone

It is a continuation of the

ldquoconversationrdquo and ldquodialoguerdquo with the charity

copy Daryl Upsall amp Associates SL 92

DONOR COMMUNICATIONS ampldquoTOUCH POINTSrdquo

Research across 100s of NGOs in many countries consistently show that if a donor has more ldquopositive contactsrdquo or ldquotouch pointsrdquo it ndash Builds trust and loyalty ndash Increases responses rates to

appeals and upgrades ndash Reduces attrition ndash Develops the donor journey ndash Increases lifetime value

copy Daryl Upsall amp Associates SL 93

CALLING DONORS

93

Benefits bull Data validation (financial

e-mail phone address) bull Quicker data transfer and

processing bull Immediate welcome

communication bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 94

LISTEN amp OFFER CHOICE

Listen bull Encourage donors to call

write blog etc ndash but make sure you are ready for it

bull Survey donor bull Call them and ask their

opinion or just how they are bull Let them input (eg

Greenpeace ship naming)

Offer choice bull By which method are

communicated with bull How often the are

communicated with bull How they want to

engagehellipor not bull Even offer donation

holidays and downgrades in tough times

94

copy Daryl Upsall amp Associates SL 95

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 96

THANK YOU ndash MEMBER GET MEMBER CALL

bull Normally 20 give names and telephone numbers of 2 people (that means 40 out of all the contacted)

bull 15 of those called convert to monthly donors

copy Daryl Upsall amp Associates SL 97

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 98

MAXIMISING DONOR LIFETIME VALUE

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

98 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 78

SO HOW CAN SIDRA HELP US TO HELP CHILDREN LIKE HER

78

copy Daryl Upsall amp Associates SL 79

VIRTUAL REALITYhellipMAKING A DIFFRENCE

This experience has opened us doors to make recruitment with Face to Face in companies from our corporate alliances hellip and in the case of telcos this VR activity puts UNICEF closer to their business Rocio Salinas Asensio UNICEF Spain

copy Daryl Upsall amp Associates SL 80 80

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 81

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 82

HOW COULD YOU USE A VR EXPERIENCE

82

bull Where bull Who bull How bull What else

copy Daryl Upsall amp Associates SL 83

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 84

FOCUS ON DONOR LOYALTY AND DEVELOPMENT

copy Daryl Upsall amp Associates SL 85

donors

BUT WE HAVE A PROBLEM

copy Daryl Upsall amp Associates SL 86

RETENTION IS THE NEW ACQUISITION CUSTOMER SERVICE IS THE NEW MARKETING - JOE CONNELLY

copy Daryl Upsall amp Associates SL 87 87 87

F2F WELCOME CALL

bull Thanks the donor again bull Reinforces the charity message bull Lets donors know that you like to

listen to them and donrsquot always ask for money

bull Provides more insight into donor motivations

bull Reality check on the donorrsquos understanding of the long term commitment

bull Enhances and confirms data Reduces Early Attritionconsiderably

copy Daryl Upsall amp Associates SL 88

DONOR COMMUNICATIONS

How a new committed

donor is approached and recruited is a key determinant of all subsequent communications

copy Daryl Upsall amp Associates SL 89 89

KEY FACTORS - ENGAGING DONORS

bull Sending the right communications

bull At the right frequency bull With the right message bull In the most suitable

mediumhellipnamely telephone SMS email web

copy Daryl Upsall amp Associates SL 90

DONORS RESPOND DIFFERENTLYhellip SO NEED TO BE TREATED DIFFERENTLY

bull Direct mailpress advert recruited donors are likely to respond better to communications by mail and printed communications

bull New media recruited donors will respond better to emails and text

bull Face to face donors respond best to the telephone

90

copy Daryl Upsall amp Associates SL 91

DONOR COMMUNICATIONS

Face to face recruited donors normally are not interested in printed communication in new media and especially telephone

It is a continuation of the

ldquoconversationrdquo and ldquodialoguerdquo with the charity

copy Daryl Upsall amp Associates SL 92

DONOR COMMUNICATIONS ampldquoTOUCH POINTSrdquo

Research across 100s of NGOs in many countries consistently show that if a donor has more ldquopositive contactsrdquo or ldquotouch pointsrdquo it ndash Builds trust and loyalty ndash Increases responses rates to

appeals and upgrades ndash Reduces attrition ndash Develops the donor journey ndash Increases lifetime value

copy Daryl Upsall amp Associates SL 93

CALLING DONORS

93

Benefits bull Data validation (financial

e-mail phone address) bull Quicker data transfer and

processing bull Immediate welcome

communication bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 94

LISTEN amp OFFER CHOICE

Listen bull Encourage donors to call

write blog etc ndash but make sure you are ready for it

bull Survey donor bull Call them and ask their

opinion or just how they are bull Let them input (eg

Greenpeace ship naming)

Offer choice bull By which method are

communicated with bull How often the are

communicated with bull How they want to

engagehellipor not bull Even offer donation

holidays and downgrades in tough times

94

copy Daryl Upsall amp Associates SL 95

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 96

THANK YOU ndash MEMBER GET MEMBER CALL

bull Normally 20 give names and telephone numbers of 2 people (that means 40 out of all the contacted)

bull 15 of those called convert to monthly donors

copy Daryl Upsall amp Associates SL 97

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 98

MAXIMISING DONOR LIFETIME VALUE

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

98 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 79

VIRTUAL REALITYhellipMAKING A DIFFRENCE

This experience has opened us doors to make recruitment with Face to Face in companies from our corporate alliances hellip and in the case of telcos this VR activity puts UNICEF closer to their business Rocio Salinas Asensio UNICEF Spain

copy Daryl Upsall amp Associates SL 80 80

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 81

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 82

HOW COULD YOU USE A VR EXPERIENCE

82

bull Where bull Who bull How bull What else

copy Daryl Upsall amp Associates SL 83

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 84

FOCUS ON DONOR LOYALTY AND DEVELOPMENT

copy Daryl Upsall amp Associates SL 85

donors

BUT WE HAVE A PROBLEM

copy Daryl Upsall amp Associates SL 86

RETENTION IS THE NEW ACQUISITION CUSTOMER SERVICE IS THE NEW MARKETING - JOE CONNELLY

copy Daryl Upsall amp Associates SL 87 87 87

F2F WELCOME CALL

bull Thanks the donor again bull Reinforces the charity message bull Lets donors know that you like to

listen to them and donrsquot always ask for money

bull Provides more insight into donor motivations

bull Reality check on the donorrsquos understanding of the long term commitment

bull Enhances and confirms data Reduces Early Attritionconsiderably

copy Daryl Upsall amp Associates SL 88

DONOR COMMUNICATIONS

How a new committed

donor is approached and recruited is a key determinant of all subsequent communications

copy Daryl Upsall amp Associates SL 89 89

KEY FACTORS - ENGAGING DONORS

bull Sending the right communications

bull At the right frequency bull With the right message bull In the most suitable

mediumhellipnamely telephone SMS email web

copy Daryl Upsall amp Associates SL 90

DONORS RESPOND DIFFERENTLYhellip SO NEED TO BE TREATED DIFFERENTLY

bull Direct mailpress advert recruited donors are likely to respond better to communications by mail and printed communications

bull New media recruited donors will respond better to emails and text

bull Face to face donors respond best to the telephone

90

copy Daryl Upsall amp Associates SL 91

DONOR COMMUNICATIONS

Face to face recruited donors normally are not interested in printed communication in new media and especially telephone

It is a continuation of the

ldquoconversationrdquo and ldquodialoguerdquo with the charity

copy Daryl Upsall amp Associates SL 92

DONOR COMMUNICATIONS ampldquoTOUCH POINTSrdquo

Research across 100s of NGOs in many countries consistently show that if a donor has more ldquopositive contactsrdquo or ldquotouch pointsrdquo it ndash Builds trust and loyalty ndash Increases responses rates to

appeals and upgrades ndash Reduces attrition ndash Develops the donor journey ndash Increases lifetime value

copy Daryl Upsall amp Associates SL 93

CALLING DONORS

93

Benefits bull Data validation (financial

e-mail phone address) bull Quicker data transfer and

processing bull Immediate welcome

communication bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 94

LISTEN amp OFFER CHOICE

Listen bull Encourage donors to call

write blog etc ndash but make sure you are ready for it

bull Survey donor bull Call them and ask their

opinion or just how they are bull Let them input (eg

Greenpeace ship naming)

Offer choice bull By which method are

communicated with bull How often the are

communicated with bull How they want to

engagehellipor not bull Even offer donation

holidays and downgrades in tough times

94

copy Daryl Upsall amp Associates SL 95

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 96

THANK YOU ndash MEMBER GET MEMBER CALL

bull Normally 20 give names and telephone numbers of 2 people (that means 40 out of all the contacted)

bull 15 of those called convert to monthly donors

copy Daryl Upsall amp Associates SL 97

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 98

MAXIMISING DONOR LIFETIME VALUE

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

98 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 80 80

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 81

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 82

HOW COULD YOU USE A VR EXPERIENCE

82

bull Where bull Who bull How bull What else

copy Daryl Upsall amp Associates SL 83

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 84

FOCUS ON DONOR LOYALTY AND DEVELOPMENT

copy Daryl Upsall amp Associates SL 85

donors

BUT WE HAVE A PROBLEM

copy Daryl Upsall amp Associates SL 86

RETENTION IS THE NEW ACQUISITION CUSTOMER SERVICE IS THE NEW MARKETING - JOE CONNELLY

copy Daryl Upsall amp Associates SL 87 87 87

F2F WELCOME CALL

bull Thanks the donor again bull Reinforces the charity message bull Lets donors know that you like to

listen to them and donrsquot always ask for money

bull Provides more insight into donor motivations

bull Reality check on the donorrsquos understanding of the long term commitment

bull Enhances and confirms data Reduces Early Attritionconsiderably

copy Daryl Upsall amp Associates SL 88

DONOR COMMUNICATIONS

How a new committed

donor is approached and recruited is a key determinant of all subsequent communications

copy Daryl Upsall amp Associates SL 89 89

KEY FACTORS - ENGAGING DONORS

bull Sending the right communications

bull At the right frequency bull With the right message bull In the most suitable

mediumhellipnamely telephone SMS email web

copy Daryl Upsall amp Associates SL 90

DONORS RESPOND DIFFERENTLYhellip SO NEED TO BE TREATED DIFFERENTLY

bull Direct mailpress advert recruited donors are likely to respond better to communications by mail and printed communications

bull New media recruited donors will respond better to emails and text

bull Face to face donors respond best to the telephone

90

copy Daryl Upsall amp Associates SL 91

DONOR COMMUNICATIONS

Face to face recruited donors normally are not interested in printed communication in new media and especially telephone

It is a continuation of the

ldquoconversationrdquo and ldquodialoguerdquo with the charity

copy Daryl Upsall amp Associates SL 92

DONOR COMMUNICATIONS ampldquoTOUCH POINTSrdquo

Research across 100s of NGOs in many countries consistently show that if a donor has more ldquopositive contactsrdquo or ldquotouch pointsrdquo it ndash Builds trust and loyalty ndash Increases responses rates to

appeals and upgrades ndash Reduces attrition ndash Develops the donor journey ndash Increases lifetime value

copy Daryl Upsall amp Associates SL 93

CALLING DONORS

93

Benefits bull Data validation (financial

e-mail phone address) bull Quicker data transfer and

processing bull Immediate welcome

communication bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 94

LISTEN amp OFFER CHOICE

Listen bull Encourage donors to call

write blog etc ndash but make sure you are ready for it

bull Survey donor bull Call them and ask their

opinion or just how they are bull Let them input (eg

Greenpeace ship naming)

Offer choice bull By which method are

communicated with bull How often the are

communicated with bull How they want to

engagehellipor not bull Even offer donation

holidays and downgrades in tough times

94

copy Daryl Upsall amp Associates SL 95

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 96

THANK YOU ndash MEMBER GET MEMBER CALL

bull Normally 20 give names and telephone numbers of 2 people (that means 40 out of all the contacted)

bull 15 of those called convert to monthly donors

copy Daryl Upsall amp Associates SL 97

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 98

MAXIMISING DONOR LIFETIME VALUE

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

98 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 81

ldquoThis is a first for street fundraising These immensely powerful images transport you in an instant from an ordinary British high street to scenes of apocalyptic destruction in Aleppo Itrsquos shocking and itrsquos meant to berdquo Amnesty International UK innovations manager Reuben Steains

copy Daryl Upsall amp Associates SL 82

HOW COULD YOU USE A VR EXPERIENCE

82

bull Where bull Who bull How bull What else

copy Daryl Upsall amp Associates SL 83

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 84

FOCUS ON DONOR LOYALTY AND DEVELOPMENT

copy Daryl Upsall amp Associates SL 85

donors

BUT WE HAVE A PROBLEM

copy Daryl Upsall amp Associates SL 86

RETENTION IS THE NEW ACQUISITION CUSTOMER SERVICE IS THE NEW MARKETING - JOE CONNELLY

copy Daryl Upsall amp Associates SL 87 87 87

F2F WELCOME CALL

bull Thanks the donor again bull Reinforces the charity message bull Lets donors know that you like to

listen to them and donrsquot always ask for money

bull Provides more insight into donor motivations

bull Reality check on the donorrsquos understanding of the long term commitment

bull Enhances and confirms data Reduces Early Attritionconsiderably

copy Daryl Upsall amp Associates SL 88

DONOR COMMUNICATIONS

How a new committed

donor is approached and recruited is a key determinant of all subsequent communications

copy Daryl Upsall amp Associates SL 89 89

KEY FACTORS - ENGAGING DONORS

bull Sending the right communications

bull At the right frequency bull With the right message bull In the most suitable

mediumhellipnamely telephone SMS email web

copy Daryl Upsall amp Associates SL 90

DONORS RESPOND DIFFERENTLYhellip SO NEED TO BE TREATED DIFFERENTLY

bull Direct mailpress advert recruited donors are likely to respond better to communications by mail and printed communications

bull New media recruited donors will respond better to emails and text

bull Face to face donors respond best to the telephone

90

copy Daryl Upsall amp Associates SL 91

DONOR COMMUNICATIONS

Face to face recruited donors normally are not interested in printed communication in new media and especially telephone

It is a continuation of the

ldquoconversationrdquo and ldquodialoguerdquo with the charity

copy Daryl Upsall amp Associates SL 92

DONOR COMMUNICATIONS ampldquoTOUCH POINTSrdquo

Research across 100s of NGOs in many countries consistently show that if a donor has more ldquopositive contactsrdquo or ldquotouch pointsrdquo it ndash Builds trust and loyalty ndash Increases responses rates to

appeals and upgrades ndash Reduces attrition ndash Develops the donor journey ndash Increases lifetime value

copy Daryl Upsall amp Associates SL 93

CALLING DONORS

93

Benefits bull Data validation (financial

e-mail phone address) bull Quicker data transfer and

processing bull Immediate welcome

communication bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 94

LISTEN amp OFFER CHOICE

Listen bull Encourage donors to call

write blog etc ndash but make sure you are ready for it

bull Survey donor bull Call them and ask their

opinion or just how they are bull Let them input (eg

Greenpeace ship naming)

Offer choice bull By which method are

communicated with bull How often the are

communicated with bull How they want to

engagehellipor not bull Even offer donation

holidays and downgrades in tough times

94

copy Daryl Upsall amp Associates SL 95

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 96

THANK YOU ndash MEMBER GET MEMBER CALL

bull Normally 20 give names and telephone numbers of 2 people (that means 40 out of all the contacted)

bull 15 of those called convert to monthly donors

copy Daryl Upsall amp Associates SL 97

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 98

MAXIMISING DONOR LIFETIME VALUE

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

98 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 82

HOW COULD YOU USE A VR EXPERIENCE

82

bull Where bull Who bull How bull What else

copy Daryl Upsall amp Associates SL 83

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 84

FOCUS ON DONOR LOYALTY AND DEVELOPMENT

copy Daryl Upsall amp Associates SL 85

donors

BUT WE HAVE A PROBLEM

copy Daryl Upsall amp Associates SL 86

RETENTION IS THE NEW ACQUISITION CUSTOMER SERVICE IS THE NEW MARKETING - JOE CONNELLY

copy Daryl Upsall amp Associates SL 87 87 87

F2F WELCOME CALL

bull Thanks the donor again bull Reinforces the charity message bull Lets donors know that you like to

listen to them and donrsquot always ask for money

bull Provides more insight into donor motivations

bull Reality check on the donorrsquos understanding of the long term commitment

bull Enhances and confirms data Reduces Early Attritionconsiderably

copy Daryl Upsall amp Associates SL 88

DONOR COMMUNICATIONS

How a new committed

donor is approached and recruited is a key determinant of all subsequent communications

copy Daryl Upsall amp Associates SL 89 89

KEY FACTORS - ENGAGING DONORS

bull Sending the right communications

bull At the right frequency bull With the right message bull In the most suitable

mediumhellipnamely telephone SMS email web

copy Daryl Upsall amp Associates SL 90

DONORS RESPOND DIFFERENTLYhellip SO NEED TO BE TREATED DIFFERENTLY

bull Direct mailpress advert recruited donors are likely to respond better to communications by mail and printed communications

bull New media recruited donors will respond better to emails and text

bull Face to face donors respond best to the telephone

90

copy Daryl Upsall amp Associates SL 91

DONOR COMMUNICATIONS

Face to face recruited donors normally are not interested in printed communication in new media and especially telephone

It is a continuation of the

ldquoconversationrdquo and ldquodialoguerdquo with the charity

copy Daryl Upsall amp Associates SL 92

DONOR COMMUNICATIONS ampldquoTOUCH POINTSrdquo

Research across 100s of NGOs in many countries consistently show that if a donor has more ldquopositive contactsrdquo or ldquotouch pointsrdquo it ndash Builds trust and loyalty ndash Increases responses rates to

appeals and upgrades ndash Reduces attrition ndash Develops the donor journey ndash Increases lifetime value

copy Daryl Upsall amp Associates SL 93

CALLING DONORS

93

Benefits bull Data validation (financial

e-mail phone address) bull Quicker data transfer and

processing bull Immediate welcome

communication bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 94

LISTEN amp OFFER CHOICE

Listen bull Encourage donors to call

write blog etc ndash but make sure you are ready for it

bull Survey donor bull Call them and ask their

opinion or just how they are bull Let them input (eg

Greenpeace ship naming)

Offer choice bull By which method are

communicated with bull How often the are

communicated with bull How they want to

engagehellipor not bull Even offer donation

holidays and downgrades in tough times

94

copy Daryl Upsall amp Associates SL 95

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 96

THANK YOU ndash MEMBER GET MEMBER CALL

bull Normally 20 give names and telephone numbers of 2 people (that means 40 out of all the contacted)

bull 15 of those called convert to monthly donors

copy Daryl Upsall amp Associates SL 97

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 98

MAXIMISING DONOR LIFETIME VALUE

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

98 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 83

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 84

FOCUS ON DONOR LOYALTY AND DEVELOPMENT

copy Daryl Upsall amp Associates SL 85

donors

BUT WE HAVE A PROBLEM

copy Daryl Upsall amp Associates SL 86

RETENTION IS THE NEW ACQUISITION CUSTOMER SERVICE IS THE NEW MARKETING - JOE CONNELLY

copy Daryl Upsall amp Associates SL 87 87 87

F2F WELCOME CALL

bull Thanks the donor again bull Reinforces the charity message bull Lets donors know that you like to

listen to them and donrsquot always ask for money

bull Provides more insight into donor motivations

bull Reality check on the donorrsquos understanding of the long term commitment

bull Enhances and confirms data Reduces Early Attritionconsiderably

copy Daryl Upsall amp Associates SL 88

DONOR COMMUNICATIONS

How a new committed

donor is approached and recruited is a key determinant of all subsequent communications

copy Daryl Upsall amp Associates SL 89 89

KEY FACTORS - ENGAGING DONORS

bull Sending the right communications

bull At the right frequency bull With the right message bull In the most suitable

mediumhellipnamely telephone SMS email web

copy Daryl Upsall amp Associates SL 90

DONORS RESPOND DIFFERENTLYhellip SO NEED TO BE TREATED DIFFERENTLY

bull Direct mailpress advert recruited donors are likely to respond better to communications by mail and printed communications

bull New media recruited donors will respond better to emails and text

bull Face to face donors respond best to the telephone

90

copy Daryl Upsall amp Associates SL 91

DONOR COMMUNICATIONS

Face to face recruited donors normally are not interested in printed communication in new media and especially telephone

It is a continuation of the

ldquoconversationrdquo and ldquodialoguerdquo with the charity

copy Daryl Upsall amp Associates SL 92

DONOR COMMUNICATIONS ampldquoTOUCH POINTSrdquo

Research across 100s of NGOs in many countries consistently show that if a donor has more ldquopositive contactsrdquo or ldquotouch pointsrdquo it ndash Builds trust and loyalty ndash Increases responses rates to

appeals and upgrades ndash Reduces attrition ndash Develops the donor journey ndash Increases lifetime value

copy Daryl Upsall amp Associates SL 93

CALLING DONORS

93

Benefits bull Data validation (financial

e-mail phone address) bull Quicker data transfer and

processing bull Immediate welcome

communication bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 94

LISTEN amp OFFER CHOICE

Listen bull Encourage donors to call

write blog etc ndash but make sure you are ready for it

bull Survey donor bull Call them and ask their

opinion or just how they are bull Let them input (eg

Greenpeace ship naming)

Offer choice bull By which method are

communicated with bull How often the are

communicated with bull How they want to

engagehellipor not bull Even offer donation

holidays and downgrades in tough times

94

copy Daryl Upsall amp Associates SL 95

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 96

THANK YOU ndash MEMBER GET MEMBER CALL

bull Normally 20 give names and telephone numbers of 2 people (that means 40 out of all the contacted)

bull 15 of those called convert to monthly donors

copy Daryl Upsall amp Associates SL 97

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 98

MAXIMISING DONOR LIFETIME VALUE

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

98 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 84

FOCUS ON DONOR LOYALTY AND DEVELOPMENT

copy Daryl Upsall amp Associates SL 85

donors

BUT WE HAVE A PROBLEM

copy Daryl Upsall amp Associates SL 86

RETENTION IS THE NEW ACQUISITION CUSTOMER SERVICE IS THE NEW MARKETING - JOE CONNELLY

copy Daryl Upsall amp Associates SL 87 87 87

F2F WELCOME CALL

bull Thanks the donor again bull Reinforces the charity message bull Lets donors know that you like to

listen to them and donrsquot always ask for money

bull Provides more insight into donor motivations

bull Reality check on the donorrsquos understanding of the long term commitment

bull Enhances and confirms data Reduces Early Attritionconsiderably

copy Daryl Upsall amp Associates SL 88

DONOR COMMUNICATIONS

How a new committed

donor is approached and recruited is a key determinant of all subsequent communications

copy Daryl Upsall amp Associates SL 89 89

KEY FACTORS - ENGAGING DONORS

bull Sending the right communications

bull At the right frequency bull With the right message bull In the most suitable

mediumhellipnamely telephone SMS email web

copy Daryl Upsall amp Associates SL 90

DONORS RESPOND DIFFERENTLYhellip SO NEED TO BE TREATED DIFFERENTLY

bull Direct mailpress advert recruited donors are likely to respond better to communications by mail and printed communications

bull New media recruited donors will respond better to emails and text

bull Face to face donors respond best to the telephone

90

copy Daryl Upsall amp Associates SL 91

DONOR COMMUNICATIONS

Face to face recruited donors normally are not interested in printed communication in new media and especially telephone

It is a continuation of the

ldquoconversationrdquo and ldquodialoguerdquo with the charity

copy Daryl Upsall amp Associates SL 92

DONOR COMMUNICATIONS ampldquoTOUCH POINTSrdquo

Research across 100s of NGOs in many countries consistently show that if a donor has more ldquopositive contactsrdquo or ldquotouch pointsrdquo it ndash Builds trust and loyalty ndash Increases responses rates to

appeals and upgrades ndash Reduces attrition ndash Develops the donor journey ndash Increases lifetime value

copy Daryl Upsall amp Associates SL 93

CALLING DONORS

93

Benefits bull Data validation (financial

e-mail phone address) bull Quicker data transfer and

processing bull Immediate welcome

communication bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 94

LISTEN amp OFFER CHOICE

Listen bull Encourage donors to call

write blog etc ndash but make sure you are ready for it

bull Survey donor bull Call them and ask their

opinion or just how they are bull Let them input (eg

Greenpeace ship naming)

Offer choice bull By which method are

communicated with bull How often the are

communicated with bull How they want to

engagehellipor not bull Even offer donation

holidays and downgrades in tough times

94

copy Daryl Upsall amp Associates SL 95

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 96

THANK YOU ndash MEMBER GET MEMBER CALL

bull Normally 20 give names and telephone numbers of 2 people (that means 40 out of all the contacted)

bull 15 of those called convert to monthly donors

copy Daryl Upsall amp Associates SL 97

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 98

MAXIMISING DONOR LIFETIME VALUE

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

98 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 85

donors

BUT WE HAVE A PROBLEM

copy Daryl Upsall amp Associates SL 86

RETENTION IS THE NEW ACQUISITION CUSTOMER SERVICE IS THE NEW MARKETING - JOE CONNELLY

copy Daryl Upsall amp Associates SL 87 87 87

F2F WELCOME CALL

bull Thanks the donor again bull Reinforces the charity message bull Lets donors know that you like to

listen to them and donrsquot always ask for money

bull Provides more insight into donor motivations

bull Reality check on the donorrsquos understanding of the long term commitment

bull Enhances and confirms data Reduces Early Attritionconsiderably

copy Daryl Upsall amp Associates SL 88

DONOR COMMUNICATIONS

How a new committed

donor is approached and recruited is a key determinant of all subsequent communications

copy Daryl Upsall amp Associates SL 89 89

KEY FACTORS - ENGAGING DONORS

bull Sending the right communications

bull At the right frequency bull With the right message bull In the most suitable

mediumhellipnamely telephone SMS email web

copy Daryl Upsall amp Associates SL 90

DONORS RESPOND DIFFERENTLYhellip SO NEED TO BE TREATED DIFFERENTLY

bull Direct mailpress advert recruited donors are likely to respond better to communications by mail and printed communications

bull New media recruited donors will respond better to emails and text

bull Face to face donors respond best to the telephone

90

copy Daryl Upsall amp Associates SL 91

DONOR COMMUNICATIONS

Face to face recruited donors normally are not interested in printed communication in new media and especially telephone

It is a continuation of the

ldquoconversationrdquo and ldquodialoguerdquo with the charity

copy Daryl Upsall amp Associates SL 92

DONOR COMMUNICATIONS ampldquoTOUCH POINTSrdquo

Research across 100s of NGOs in many countries consistently show that if a donor has more ldquopositive contactsrdquo or ldquotouch pointsrdquo it ndash Builds trust and loyalty ndash Increases responses rates to

appeals and upgrades ndash Reduces attrition ndash Develops the donor journey ndash Increases lifetime value

copy Daryl Upsall amp Associates SL 93

CALLING DONORS

93

Benefits bull Data validation (financial

e-mail phone address) bull Quicker data transfer and

processing bull Immediate welcome

communication bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 94

LISTEN amp OFFER CHOICE

Listen bull Encourage donors to call

write blog etc ndash but make sure you are ready for it

bull Survey donor bull Call them and ask their

opinion or just how they are bull Let them input (eg

Greenpeace ship naming)

Offer choice bull By which method are

communicated with bull How often the are

communicated with bull How they want to

engagehellipor not bull Even offer donation

holidays and downgrades in tough times

94

copy Daryl Upsall amp Associates SL 95

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 96

THANK YOU ndash MEMBER GET MEMBER CALL

bull Normally 20 give names and telephone numbers of 2 people (that means 40 out of all the contacted)

bull 15 of those called convert to monthly donors

copy Daryl Upsall amp Associates SL 97

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 98

MAXIMISING DONOR LIFETIME VALUE

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

98 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 86

RETENTION IS THE NEW ACQUISITION CUSTOMER SERVICE IS THE NEW MARKETING - JOE CONNELLY

copy Daryl Upsall amp Associates SL 87 87 87

F2F WELCOME CALL

bull Thanks the donor again bull Reinforces the charity message bull Lets donors know that you like to

listen to them and donrsquot always ask for money

bull Provides more insight into donor motivations

bull Reality check on the donorrsquos understanding of the long term commitment

bull Enhances and confirms data Reduces Early Attritionconsiderably

copy Daryl Upsall amp Associates SL 88

DONOR COMMUNICATIONS

How a new committed

donor is approached and recruited is a key determinant of all subsequent communications

copy Daryl Upsall amp Associates SL 89 89

KEY FACTORS - ENGAGING DONORS

bull Sending the right communications

bull At the right frequency bull With the right message bull In the most suitable

mediumhellipnamely telephone SMS email web

copy Daryl Upsall amp Associates SL 90

DONORS RESPOND DIFFERENTLYhellip SO NEED TO BE TREATED DIFFERENTLY

bull Direct mailpress advert recruited donors are likely to respond better to communications by mail and printed communications

bull New media recruited donors will respond better to emails and text

bull Face to face donors respond best to the telephone

90

copy Daryl Upsall amp Associates SL 91

DONOR COMMUNICATIONS

Face to face recruited donors normally are not interested in printed communication in new media and especially telephone

It is a continuation of the

ldquoconversationrdquo and ldquodialoguerdquo with the charity

copy Daryl Upsall amp Associates SL 92

DONOR COMMUNICATIONS ampldquoTOUCH POINTSrdquo

Research across 100s of NGOs in many countries consistently show that if a donor has more ldquopositive contactsrdquo or ldquotouch pointsrdquo it ndash Builds trust and loyalty ndash Increases responses rates to

appeals and upgrades ndash Reduces attrition ndash Develops the donor journey ndash Increases lifetime value

copy Daryl Upsall amp Associates SL 93

CALLING DONORS

93

Benefits bull Data validation (financial

e-mail phone address) bull Quicker data transfer and

processing bull Immediate welcome

communication bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 94

LISTEN amp OFFER CHOICE

Listen bull Encourage donors to call

write blog etc ndash but make sure you are ready for it

bull Survey donor bull Call them and ask their

opinion or just how they are bull Let them input (eg

Greenpeace ship naming)

Offer choice bull By which method are

communicated with bull How often the are

communicated with bull How they want to

engagehellipor not bull Even offer donation

holidays and downgrades in tough times

94

copy Daryl Upsall amp Associates SL 95

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 96

THANK YOU ndash MEMBER GET MEMBER CALL

bull Normally 20 give names and telephone numbers of 2 people (that means 40 out of all the contacted)

bull 15 of those called convert to monthly donors

copy Daryl Upsall amp Associates SL 97

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 98

MAXIMISING DONOR LIFETIME VALUE

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

98 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 87 87 87

F2F WELCOME CALL

bull Thanks the donor again bull Reinforces the charity message bull Lets donors know that you like to

listen to them and donrsquot always ask for money

bull Provides more insight into donor motivations

bull Reality check on the donorrsquos understanding of the long term commitment

bull Enhances and confirms data Reduces Early Attritionconsiderably

copy Daryl Upsall amp Associates SL 88

DONOR COMMUNICATIONS

How a new committed

donor is approached and recruited is a key determinant of all subsequent communications

copy Daryl Upsall amp Associates SL 89 89

KEY FACTORS - ENGAGING DONORS

bull Sending the right communications

bull At the right frequency bull With the right message bull In the most suitable

mediumhellipnamely telephone SMS email web

copy Daryl Upsall amp Associates SL 90

DONORS RESPOND DIFFERENTLYhellip SO NEED TO BE TREATED DIFFERENTLY

bull Direct mailpress advert recruited donors are likely to respond better to communications by mail and printed communications

bull New media recruited donors will respond better to emails and text

bull Face to face donors respond best to the telephone

90

copy Daryl Upsall amp Associates SL 91

DONOR COMMUNICATIONS

Face to face recruited donors normally are not interested in printed communication in new media and especially telephone

It is a continuation of the

ldquoconversationrdquo and ldquodialoguerdquo with the charity

copy Daryl Upsall amp Associates SL 92

DONOR COMMUNICATIONS ampldquoTOUCH POINTSrdquo

Research across 100s of NGOs in many countries consistently show that if a donor has more ldquopositive contactsrdquo or ldquotouch pointsrdquo it ndash Builds trust and loyalty ndash Increases responses rates to

appeals and upgrades ndash Reduces attrition ndash Develops the donor journey ndash Increases lifetime value

copy Daryl Upsall amp Associates SL 93

CALLING DONORS

93

Benefits bull Data validation (financial

e-mail phone address) bull Quicker data transfer and

processing bull Immediate welcome

communication bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 94

LISTEN amp OFFER CHOICE

Listen bull Encourage donors to call

write blog etc ndash but make sure you are ready for it

bull Survey donor bull Call them and ask their

opinion or just how they are bull Let them input (eg

Greenpeace ship naming)

Offer choice bull By which method are

communicated with bull How often the are

communicated with bull How they want to

engagehellipor not bull Even offer donation

holidays and downgrades in tough times

94

copy Daryl Upsall amp Associates SL 95

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 96

THANK YOU ndash MEMBER GET MEMBER CALL

bull Normally 20 give names and telephone numbers of 2 people (that means 40 out of all the contacted)

bull 15 of those called convert to monthly donors

copy Daryl Upsall amp Associates SL 97

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 98

MAXIMISING DONOR LIFETIME VALUE

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

98 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 88

DONOR COMMUNICATIONS

How a new committed

donor is approached and recruited is a key determinant of all subsequent communications

copy Daryl Upsall amp Associates SL 89 89

KEY FACTORS - ENGAGING DONORS

bull Sending the right communications

bull At the right frequency bull With the right message bull In the most suitable

mediumhellipnamely telephone SMS email web

copy Daryl Upsall amp Associates SL 90

DONORS RESPOND DIFFERENTLYhellip SO NEED TO BE TREATED DIFFERENTLY

bull Direct mailpress advert recruited donors are likely to respond better to communications by mail and printed communications

bull New media recruited donors will respond better to emails and text

bull Face to face donors respond best to the telephone

90

copy Daryl Upsall amp Associates SL 91

DONOR COMMUNICATIONS

Face to face recruited donors normally are not interested in printed communication in new media and especially telephone

It is a continuation of the

ldquoconversationrdquo and ldquodialoguerdquo with the charity

copy Daryl Upsall amp Associates SL 92

DONOR COMMUNICATIONS ampldquoTOUCH POINTSrdquo

Research across 100s of NGOs in many countries consistently show that if a donor has more ldquopositive contactsrdquo or ldquotouch pointsrdquo it ndash Builds trust and loyalty ndash Increases responses rates to

appeals and upgrades ndash Reduces attrition ndash Develops the donor journey ndash Increases lifetime value

copy Daryl Upsall amp Associates SL 93

CALLING DONORS

93

Benefits bull Data validation (financial

e-mail phone address) bull Quicker data transfer and

processing bull Immediate welcome

communication bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 94

LISTEN amp OFFER CHOICE

Listen bull Encourage donors to call

write blog etc ndash but make sure you are ready for it

bull Survey donor bull Call them and ask their

opinion or just how they are bull Let them input (eg

Greenpeace ship naming)

Offer choice bull By which method are

communicated with bull How often the are

communicated with bull How they want to

engagehellipor not bull Even offer donation

holidays and downgrades in tough times

94

copy Daryl Upsall amp Associates SL 95

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 96

THANK YOU ndash MEMBER GET MEMBER CALL

bull Normally 20 give names and telephone numbers of 2 people (that means 40 out of all the contacted)

bull 15 of those called convert to monthly donors

copy Daryl Upsall amp Associates SL 97

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 98

MAXIMISING DONOR LIFETIME VALUE

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

98 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 89 89

KEY FACTORS - ENGAGING DONORS

bull Sending the right communications

bull At the right frequency bull With the right message bull In the most suitable

mediumhellipnamely telephone SMS email web

copy Daryl Upsall amp Associates SL 90

DONORS RESPOND DIFFERENTLYhellip SO NEED TO BE TREATED DIFFERENTLY

bull Direct mailpress advert recruited donors are likely to respond better to communications by mail and printed communications

bull New media recruited donors will respond better to emails and text

bull Face to face donors respond best to the telephone

90

copy Daryl Upsall amp Associates SL 91

DONOR COMMUNICATIONS

Face to face recruited donors normally are not interested in printed communication in new media and especially telephone

It is a continuation of the

ldquoconversationrdquo and ldquodialoguerdquo with the charity

copy Daryl Upsall amp Associates SL 92

DONOR COMMUNICATIONS ampldquoTOUCH POINTSrdquo

Research across 100s of NGOs in many countries consistently show that if a donor has more ldquopositive contactsrdquo or ldquotouch pointsrdquo it ndash Builds trust and loyalty ndash Increases responses rates to

appeals and upgrades ndash Reduces attrition ndash Develops the donor journey ndash Increases lifetime value

copy Daryl Upsall amp Associates SL 93

CALLING DONORS

93

Benefits bull Data validation (financial

e-mail phone address) bull Quicker data transfer and

processing bull Immediate welcome

communication bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 94

LISTEN amp OFFER CHOICE

Listen bull Encourage donors to call

write blog etc ndash but make sure you are ready for it

bull Survey donor bull Call them and ask their

opinion or just how they are bull Let them input (eg

Greenpeace ship naming)

Offer choice bull By which method are

communicated with bull How often the are

communicated with bull How they want to

engagehellipor not bull Even offer donation

holidays and downgrades in tough times

94

copy Daryl Upsall amp Associates SL 95

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 96

THANK YOU ndash MEMBER GET MEMBER CALL

bull Normally 20 give names and telephone numbers of 2 people (that means 40 out of all the contacted)

bull 15 of those called convert to monthly donors

copy Daryl Upsall amp Associates SL 97

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 98

MAXIMISING DONOR LIFETIME VALUE

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

98 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 90

DONORS RESPOND DIFFERENTLYhellip SO NEED TO BE TREATED DIFFERENTLY

bull Direct mailpress advert recruited donors are likely to respond better to communications by mail and printed communications

bull New media recruited donors will respond better to emails and text

bull Face to face donors respond best to the telephone

90

copy Daryl Upsall amp Associates SL 91

DONOR COMMUNICATIONS

Face to face recruited donors normally are not interested in printed communication in new media and especially telephone

It is a continuation of the

ldquoconversationrdquo and ldquodialoguerdquo with the charity

copy Daryl Upsall amp Associates SL 92

DONOR COMMUNICATIONS ampldquoTOUCH POINTSrdquo

Research across 100s of NGOs in many countries consistently show that if a donor has more ldquopositive contactsrdquo or ldquotouch pointsrdquo it ndash Builds trust and loyalty ndash Increases responses rates to

appeals and upgrades ndash Reduces attrition ndash Develops the donor journey ndash Increases lifetime value

copy Daryl Upsall amp Associates SL 93

CALLING DONORS

93

Benefits bull Data validation (financial

e-mail phone address) bull Quicker data transfer and

processing bull Immediate welcome

communication bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 94

LISTEN amp OFFER CHOICE

Listen bull Encourage donors to call

write blog etc ndash but make sure you are ready for it

bull Survey donor bull Call them and ask their

opinion or just how they are bull Let them input (eg

Greenpeace ship naming)

Offer choice bull By which method are

communicated with bull How often the are

communicated with bull How they want to

engagehellipor not bull Even offer donation

holidays and downgrades in tough times

94

copy Daryl Upsall amp Associates SL 95

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 96

THANK YOU ndash MEMBER GET MEMBER CALL

bull Normally 20 give names and telephone numbers of 2 people (that means 40 out of all the contacted)

bull 15 of those called convert to monthly donors

copy Daryl Upsall amp Associates SL 97

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 98

MAXIMISING DONOR LIFETIME VALUE

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

98 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 91

DONOR COMMUNICATIONS

Face to face recruited donors normally are not interested in printed communication in new media and especially telephone

It is a continuation of the

ldquoconversationrdquo and ldquodialoguerdquo with the charity

copy Daryl Upsall amp Associates SL 92

DONOR COMMUNICATIONS ampldquoTOUCH POINTSrdquo

Research across 100s of NGOs in many countries consistently show that if a donor has more ldquopositive contactsrdquo or ldquotouch pointsrdquo it ndash Builds trust and loyalty ndash Increases responses rates to

appeals and upgrades ndash Reduces attrition ndash Develops the donor journey ndash Increases lifetime value

copy Daryl Upsall amp Associates SL 93

CALLING DONORS

93

Benefits bull Data validation (financial

e-mail phone address) bull Quicker data transfer and

processing bull Immediate welcome

communication bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 94

LISTEN amp OFFER CHOICE

Listen bull Encourage donors to call

write blog etc ndash but make sure you are ready for it

bull Survey donor bull Call them and ask their

opinion or just how they are bull Let them input (eg

Greenpeace ship naming)

Offer choice bull By which method are

communicated with bull How often the are

communicated with bull How they want to

engagehellipor not bull Even offer donation

holidays and downgrades in tough times

94

copy Daryl Upsall amp Associates SL 95

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 96

THANK YOU ndash MEMBER GET MEMBER CALL

bull Normally 20 give names and telephone numbers of 2 people (that means 40 out of all the contacted)

bull 15 of those called convert to monthly donors

copy Daryl Upsall amp Associates SL 97

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 98

MAXIMISING DONOR LIFETIME VALUE

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

98 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 92

DONOR COMMUNICATIONS ampldquoTOUCH POINTSrdquo

Research across 100s of NGOs in many countries consistently show that if a donor has more ldquopositive contactsrdquo or ldquotouch pointsrdquo it ndash Builds trust and loyalty ndash Increases responses rates to

appeals and upgrades ndash Reduces attrition ndash Develops the donor journey ndash Increases lifetime value

copy Daryl Upsall amp Associates SL 93

CALLING DONORS

93

Benefits bull Data validation (financial

e-mail phone address) bull Quicker data transfer and

processing bull Immediate welcome

communication bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 94

LISTEN amp OFFER CHOICE

Listen bull Encourage donors to call

write blog etc ndash but make sure you are ready for it

bull Survey donor bull Call them and ask their

opinion or just how they are bull Let them input (eg

Greenpeace ship naming)

Offer choice bull By which method are

communicated with bull How often the are

communicated with bull How they want to

engagehellipor not bull Even offer donation

holidays and downgrades in tough times

94

copy Daryl Upsall amp Associates SL 95

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 96

THANK YOU ndash MEMBER GET MEMBER CALL

bull Normally 20 give names and telephone numbers of 2 people (that means 40 out of all the contacted)

bull 15 of those called convert to monthly donors

copy Daryl Upsall amp Associates SL 97

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 98

MAXIMISING DONOR LIFETIME VALUE

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

98 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 93

CALLING DONORS

93

Benefits bull Data validation (financial

e-mail phone address) bull Quicker data transfer and

processing bull Immediate welcome

communication bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 94

LISTEN amp OFFER CHOICE

Listen bull Encourage donors to call

write blog etc ndash but make sure you are ready for it

bull Survey donor bull Call them and ask their

opinion or just how they are bull Let them input (eg

Greenpeace ship naming)

Offer choice bull By which method are

communicated with bull How often the are

communicated with bull How they want to

engagehellipor not bull Even offer donation

holidays and downgrades in tough times

94

copy Daryl Upsall amp Associates SL 95

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 96

THANK YOU ndash MEMBER GET MEMBER CALL

bull Normally 20 give names and telephone numbers of 2 people (that means 40 out of all the contacted)

bull 15 of those called convert to monthly donors

copy Daryl Upsall amp Associates SL 97

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 98

MAXIMISING DONOR LIFETIME VALUE

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

98 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 94

LISTEN amp OFFER CHOICE

Listen bull Encourage donors to call

write blog etc ndash but make sure you are ready for it

bull Survey donor bull Call them and ask their

opinion or just how they are bull Let them input (eg

Greenpeace ship naming)

Offer choice bull By which method are

communicated with bull How often the are

communicated with bull How they want to

engagehellipor not bull Even offer donation

holidays and downgrades in tough times

94

copy Daryl Upsall amp Associates SL 95

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 96

THANK YOU ndash MEMBER GET MEMBER CALL

bull Normally 20 give names and telephone numbers of 2 people (that means 40 out of all the contacted)

bull 15 of those called convert to monthly donors

copy Daryl Upsall amp Associates SL 97

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 98

MAXIMISING DONOR LIFETIME VALUE

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

98 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 95

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 96

THANK YOU ndash MEMBER GET MEMBER CALL

bull Normally 20 give names and telephone numbers of 2 people (that means 40 out of all the contacted)

bull 15 of those called convert to monthly donors

copy Daryl Upsall amp Associates SL 97

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 98

MAXIMISING DONOR LIFETIME VALUE

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

98 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 96

THANK YOU ndash MEMBER GET MEMBER CALL

bull Normally 20 give names and telephone numbers of 2 people (that means 40 out of all the contacted)

bull 15 of those called convert to monthly donors

copy Daryl Upsall amp Associates SL 97

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 98

MAXIMISING DONOR LIFETIME VALUE

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

98 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 97

THANK YOU ndash MEMBER GET MEMBER

bull 4 months into the donor relationship bull Call just to thank donor and make sure they

are happy with the charity its communications etc

bull Ask them to recommend the charity to friends family colleagues

copy Daryl Upsall amp Associates SL 98

MAXIMISING DONOR LIFETIME VALUE

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

98 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 98

MAXIMISING DONOR LIFETIME VALUE

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

98 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 99

THE AIM IS DONOR LIFETIME ENGAGEMENT

INVOLVEMENT HIGH LOW

Awareness Interest

Engagement

Commitment

Ownership

Taking personal responsibility

HIGH

LOW

Amount GIVEN

Sign up a F2F donor See NGO banner ad online

Provide 4 friends details to call - MgM

Attend NGO ldquobriefingsrdquo

Upgrade gift to 30 Euros pm

Join mid donor programme 600 Euros year

Include NGO in will Make a donation of 5000 Euros

99 Daryl Upsall Consulting

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 100

DONOR LOYALTY IS NOT ABOUT THE DONOR BEING LOYAL TO YOU IT IS YOU BEING LOYAL TO THE DONOR ndash HARVEY MCKINNON

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 101

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 102

MORE EFFICIENCY - TECHNOLOGY AND PROCESSES

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 103

WHAT IS THE MOST SIGNIFICANTEXCITING INNOVATION IN F2F THAT YOU ARE AWARE OF IN THE LAST 2 YEARS

ldquoI think everything becoming digitalpaperless is exciting We are seeing that while face to face in itself is a basic form of fundraising that wersquore able to keep up with ever evolving technology and trends and continue improving the sectorrdquo

Jennifer Ward VP of Marketing International Headquarters wwwTNInetworkcom

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 104

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 105

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 106

EFFICIENCY - INCREASED MOVE TOWARDS DIGITAL

106

Benefits bull Data validation

(financial e-mail phone address)

bull Quicker data transfer and processing

bull Immediate welcome communication

bull Cash flow bull Credibility and

professionalism

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 107

hellip IN F2F

2-step process Initial SMS donation + TM conversion to regular giving 1-step process Regular monthly donations via mobile phone bill

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 108

2-STEP SMS ON THE STREET

108

Donor recruited on street ndash asked to text pound3 pound4 or pound5 to help feed a child

Donor called to convert to pledge

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 109

SMS ON THE STREET ndash TOP TIPS

109

bull Value of SMS gift has high correlation with RG conversion

bull Integration with call-centre is vital (quick call-back increased conversion rates)

bull Where possible use mobile-giving as a drop-ask (even in 2-step TM script)

bull Make donors aware of follow-up call

bull Use of street theatre increases response

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 110

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 111

CALL YOUR LEADS BACK QUICKLY

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 112

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 1 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 113

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 2 ndash Donor initiates process by responding to prompt with a text

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 114

lsquoCONNECTEDrsquo ndash REGULAR GIVING THROUGH PSMS

Step 3 ndash Donor receives a monthly reminder with an option to lsquoSKIPrsquo a donation if they need tohellip

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 115

WHAT NEXT

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 116

ANY QUESTIONS

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 117 117

Gracias

merci

grazie mille

Kiitos

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 118 copy Daryl Upsall amp Associates 118

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

copy Daryl Upsall amp Associates SL 119

Daryl Upsall amp Associates daryldarylupsallcom wwwdarylupsallcom

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

Questions

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

httpsbloomerangcoresources

bullNonprofit Wrap-shy‐Up bullBloomerang TV bullBloomies

bullDaily blog post bullWeekly webinars bullDownloadables

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119

Our next free webinar raquo

Finding Your Sizzle the Importance of Emotions in Fundraising

Thursday April 28th ndash 100pm Eastern

Wendy Dyer

httpsbloomerangcoresourceswebinars

  • Face to Face Fundraising Best practice amp New Initiatives
  • Nuacutemero de diapositiva 2
  • Nuacutemero de diapositiva 3
  • 1313
  • This session
  • Nuacutemero de diapositiva 6
  • Where it all beganand continues
  • Face to Face Worldwide
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Lexicon of F2F fundraising
  • Nuacutemero de diapositiva 12
  • Who DOES IT work for
  • Nuacutemero de diapositiva 14
  • Nuacutemero de diapositiva 15
  • Where is face to face fundraising
  • Where is face to fundraising
  • Nuacutemero de diapositiva 18
  • Types of F2F model
  • Ever changing world of F2F suppliershellip
  • Know your F2f KPIs ndash what to measure and why
  • Whatrsquos a KPI
  • Whatrsquos a F2F KPI
  • Sign up rate
  • Differences
  • Nuacutemero de diapositiva 26
  • Nuacutemero de diapositiva 27
  • Any questions
  • So where is face to face right now
  • Current F2f Trends
  • Nuacutemero de diapositiva 31
  • Nuacutemero de diapositiva 32
  • Nuacutemero de diapositiva 33
  • Using face to facedoor to door fundraising to build a positive public profile
  • Positive Pre- Campaign Media- UNICEF Spain
  • Nuacutemero de diapositiva 36
  • Nuacutemero de diapositiva 37
  • Nuacutemero de diapositiva 38
  • Nuacutemero de diapositiva 39
  • Nuacutemero de diapositiva 40
  • Any questions
  • Diversification of Locations and presence
  • Nuacutemero de diapositiva 43
  • Door to Door (D2D)
  • Door to Door (D2D)
  • Private sites
  • Private sites
  • Private sites
  • Roaming teams
  • Out with the old
  • Houston Galleria World Vision US
  • Save the Children - Boston
  • World Vision Seattle 2012 ndashFocused on Micro Loans
  • Heart amp Stroke Foundation- CANADA
  • Nuacutemero de diapositiva 55
  • World Vision Seattle Focused on Gift Catalogue
  • Face to face fundraising todayhellip and tomorrow
  • Nuacutemero de diapositiva 58
  • Nuacutemero de diapositiva 59
  • Nuacutemero de diapositiva 60
  • Nuacutemero de diapositiva 61
  • Nuacutemero de diapositiva 62
  • Nuacutemero de diapositiva 63
  • F2F total engagementhellipin brazil
  • Nuacutemero de diapositiva 65
  • Nuacutemero de diapositiva 66
  • Nuacutemero de diapositiva 67
  • Nuacutemero de diapositiva 68
  • Any questions
  • Nuacutemero de diapositiva 70
  • Virtual realityndash welcome to the future
  • Nuacutemero de diapositiva 72
  • From thenhellip
  • Whatrsquos the technology
  • Whatrsquos the kit
  • Nuacutemero de diapositiva 76
  • Let me introduce you to Sidrahellip
  • So how can Sidra help us to help children like her
  • Virtual realityhellipmaking a diffrence
  • Nuacutemero de diapositiva 80
  • Nuacutemero de diapositiva 81
  • How could you use a VR experience
  • Any questions
  • Focus on donor loyalty and development
  • But we have a problem
  • Retention is the new acquisition Customer service is the new marketing - Joe Connelly
  • F2F Welcome Call
  • Donor communications
  • Key Factors - Engaging Donors
  • Donors respond differentlyhellipSO need to be treated differently
  • Donor communications
  • Donor communications ampldquotouch pointsrdquo
  • Calling DONORS
  • Listen amp Offer choice
  • Thank you ndash Member get Member
  • Thank you ndash Member get Member Call
  • Thank you ndash Member get Member
  • Maximising donor lifetime value
  • The aim is donor lifetime engagement
  • Donor loyalty is not about the donor being loyal to you it is you being loyal to the donor ndash Harvey McKinnon
  • Any questions
  • More efficiency - technology and processes
  • What is the most significantexciting innovation in F2F that you are aware of in the last 2 years
  • Nuacutemero de diapositiva 104
  • Nuacutemero de diapositiva 105
  • Efficiency - increased move towards digital
  • hellip in F2F
  • 2-step SMS on the street
  • SMS on the street ndash top tips
  • Nuacutemero de diapositiva 110
  • Call your leads back quickly
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • lsquoConnectedrsquo ndash Regular Giving through PSMS
  • What next
  • Any questions
  • Gracias
  • Nuacutemero de diapositiva 118
  • Nuacutemero de diapositiva 119