face-to-face fundraising: best practices & new initiatives
TRANSCRIPT
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
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
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
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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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
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access to donors bull Working schedules to
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bull Self-exclusion or opt-out bull Legal issues
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Retail
Events
copy Daryl Upsall amp Associates SL 47
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venues etc) bull Access to multiple sites through single
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engagement bull Weather-proofing bull Secure environment bull Geographical spread bull Generally higher productivity and donor
quality bull Legitimacy and credibility
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intensive booking process) bull Potential costs for venue space
(especially shopping malls and events)
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ROAMING TEAMS
49
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bull Self-exclusion or opt-out bull Legal issues
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Retail
Events
copy Daryl Upsall amp Associates SL 47
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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
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copy Daryl Upsall amp Associates SL 47
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49
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49
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OUT WITH THE OLD
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HOUSTON GALLERIA WORLD VISION US
IN WITH THE NEW
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SAVE THE CHILDREN - BOSTON
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WORLD VISION SEATTLE 2012 ndashFOCUSED ON MICRO LOANS
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HEART amp STROKE FOUNDATION - CANADA
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WORLD VISION SEATTLE FOCUSED ON GIFT CATALOGUE
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FACE TO FACE FUNDRAISING TODAYhellip AND TOMORROW
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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
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F2F TOTAL ENGAGEMENThellipIN BRAZIL
64
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ANY QUESTIONS
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VIRTUAL REALITY ndash WELCOME TO THE FUTURE
71
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FROM THENhellip
73
hellipTO NOW
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WHATrsquoS THE TECHNOLOGY
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WHATrsquoS THE KIT
$200 $2-$5
$100
$8-$20
+
copy Daryl Upsall amp Associates SL 76
BACK TO REALITYhellipVIRTUALLY
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LET ME INTRODUCE YOU TO SIDRAhellip
77
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SO HOW CAN SIDRA HELP US TO HELP CHILDREN LIKE HER
78
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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
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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
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HOW COULD YOU USE A VR EXPERIENCE
82
bull Where bull Who bull How bull What else
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ANY QUESTIONS
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FOCUS ON DONOR LOYALTY AND DEVELOPMENT
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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
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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
-