year end fundraising

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Year-End Fundraising September 23, 2014 Engaging Networks Community Conference Melissa Tinklepaugh Online Fundraising Associate, The Cornell Lab of Ornithology Katy Jordan Senior Director, Digital Media, CDR Fundraising Group

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Learn how better to use Engaging Networks' software to make the most of your year end fundraising.

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Page 1: Year End Fundraising

Year-End Fundraising

September 23, 2014Engaging Networks Community Conference

Melissa TinklepaughOnline Fundraising Associate, The Cornell Lab of Ornithology

Katy Jordan Senior Director, Digital Media, CDR Fundraising Group

Page 2: Year End Fundraising

WHY YEAR-END MATTERS

Page 3: Year End Fundraising

• Online fundraising grew 13.5% in 2013 over 2012

• 1/3 of charitable giving happens in the last 3 months of the year

• Average gifts tend to behigher during year end

Source: Blackbaud 2013 Charitable Giving Report

Page 4: Year End Fundraising

#GivingTuesday

• 2013 #GivingTuesday Revenue was up 90% from 2012

• Average gifts over $100.00• Excellent Social Media Engagement• Prepare for

December 2, 2014

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Online gifts per month from July 2013 through June 2014

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SUPERCHARGE YOUR YEAR-END FUNDRAISING

Page 7: Year End Fundraising

Free & Low Cost Initiatives• Participate in #GivingTuesday• Search Engine Marketing

– Leverage Google Grant– Supplement with Paid Search on branded terms

• Social Media campaigns– Organic and promoted posts– Ask supporters to share!

• Homepage real estate– Lightbox, hotbar, carousel

• Remarket to site visitors

Page 8: Year End Fundraising

Cross-Channel MarketingWho, Where, When, How?

• Integrate your message, call-to-action, creative across channels

• Reinforces your brand and boosts credibility

• Coordinate among departments internally

– Development, Marketing, IT, PR, Social Media

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CLO websites Facebook page Email solicitations

Donation page

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Cornell Lab homepages

Email

Facebook

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Cornell Lab Year-end 2013

8 solicitation emails

2 cultivation emails

400k email recipients

3,996 donors

$250k match

Tax-deductible message

Facebook cover image

3 Facebook posts

CLO homepage carousel

CLO website ads and pop-up

Paid search ads

Page 12: Year End Fundraising

Cornell Lab Year-end 2013: Referral Sources

Page 13: Year End Fundraising

Case Study –Shriners Hospitals for Children

• Use all digital channels to reinforce call to action

– Website, email, social media, search, display

• Used various images of children to reinforce need

• Coordination of fundraising, PR, and IT teams

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KNOW YOUR AUDIENCE

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Who – Segment your Audience

• Right message, right audience, right time

• Segment donors vs non-donors

• Acknowledge supporters

• Suppress campaign responders

• Personalize content and ask amounts

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Select who you want to email

Narrow the audience

Select who you want to exclude

Querying email segments

CampaignsBroadcastsDonationTracking ValuesQuestionsForm DataProfilesPeer to Peer

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Segments to define and target:

Transactional data• Recency, frequency, monetary amount• Donors who gave on a specific page

Behavioral• Donors who open most of your emails• Referral channels converting most donors

Custom DataSet up as untagged field or question for querying purposes

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Personalize your year-end emails• Use a salutation• Use the donor’s name in the email message• Tailor your message per segment• Streamline this by using Supporter Profiles and Conditional

Copyblocks• Create custom fields to store data• Custom ask amounts

Tip: Use the salutation tool to insert custom data into an email message.

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Where & When –meet supporters where they are

• Optimize for screen size

• Mobile email reading and payment transactions are quickly eclipsing PC

• Make it easy and simplefor donors to give on anydevice at any time!

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Timing – In December, all bets are off

Source: NTEN 2014 eNonprofit Benchmark Study

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Internal Coordination• Create department share year-end calendar

• Give your colleagues notice

• Ensure creative is cohesive across channels and departments

– Does marketing match fundraising?

Page 27: Year End Fundraising

December e-Campaign ScheduleCampaign Email Type Social Media Website Display

Giving Tuesday Appeal x x

Holiday Appeal #1 Appeal x x

Happy Holidays Cultivation Cultivation

Year End Appeal #1 Appeal x x x

Year End Appeal #2 Appeal x x x

Year End #3 Appeal- Last Chance Appeal x x x

Acknowledgement Acknowledgement

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TEST & OPTIMIZE

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Testing – Learn from the past• Why do we test?

• What worked? Roll out with winners from earlier in the season

• Room for Improvement? Test during year end, roll out with winnerswhen volume allows

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Test and optimize your emails

Tests: short vs. long subject lines, nonprofit’s name in subject line, effectiveness of a call to action button, button colors, images, messaging, keywords that trigger response, day of the week or time of day to send email

Isolate elements you’re testing for clear resultsCreate tests you can replicate in the future

Engaging Networks makes it easy to test various elements in an email. You can test more than two emails, too.

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Case Study – Ask PositioningWounded Warrior Project – donation form

WWP tested “Your Best Gift” against “Other” on their donation form in an effort to increase the average gift in that field.

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Case Study – Ask Positioning“Other Amount”

“Your Best Gift”

The “your best gift” ask resulted in a $12 improvement in average gift!

Total Gifts Average Gift Total Revenue

376 $192.58 $72,603.88

Total Gifts Average Gift Total Revenue

372 $204.54 $76,087.42

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Mobile Metrics

• Nearly 41% of Emails are read on mobile devices

• Donation rates nearly double on responsive landing pages

• 30% of Amazon customers purchase exclusivelythrough mobile devices

Source: Exact Target, Donor Drive, Amazon

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Case Study – Mobile donation formWounded Warrior Project (WWP) did not have a mobile responsive homepage donation form.

Upon rolling out a mobile form, the form conversion rate increased by 38%, resulting in an additional $253,000 in revenue over one month.

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Test and optimize your donation pages

Test form field label placement

Test constituents’ responsiveness to dynamic thermometers and other widgets

Set up form field validators to immediately notify donors when they skip a mandatory form field and to require data to follow specific formats

Set up suggested donation amounts for supporter profilesA/B test donation pages through email solicitations

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SET UP FOR SUCCESS

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Foolproof attribution

• Unique landing pages

• Source coding

• Tracking Parameters

• Google Analytics

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Tracking parameters

Track distinct audience segments to measure responsiveness and average gifts

Track channel performanceMeasure number of donors, sum of gifts, and average gifts per channel

Review your dataPivot tables can help make sense of your data and identify trends.

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Document & Archive

• Make sure to document your success (and failures) for future plans

• Archive creative assets

• Summarize performance metrics for improved performance and test design

• Plan ahead for 2015!

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In Summary

• Free & Low cost options

• Multi-channel messaging

– Right message, right audience, right time

– Who, where, when, how?

• Test & Optimize

• Setup for Success

• Archive & Plan Ahead

Page 43: Year End Fundraising

Questions?

Thank you!

Melissa Tinklepaugh, Cornell Lab of Ornithology

[email protected]

Katy Jordan, CDR Fundraising Group

[email protected]