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GlobalGiving Partner Workshop
We’re excited that you’re a part of the GlobalGiving community!
Agenda
Welcome & Introductions
GlobalGiving Updates
SMART Online Fundraising
Cultivating A Fundraising Army
Attracting New GlobalGiving Donors
Retaining Donors
Client-Consultant Action Planning
Benefiting from Corporate Partnerships
Wrap-Up and Feedback
3
Objectives for Today’s Activity
Help you understand how GlobalGiving fits into your
organization’s overall fundraising strategy
Identify a SMART online fundraising goal
Create action steps to achieve your goal
Learn best practices in growing your donor network and
retaining existing donors
Enhance your use of GlobalGiving as the core tool in your
online fundraising strategy
Connect you with a local network of nonprofit organizations
using the GlobalGiving site and harnessing online fundraising
Introductions
Break Into Groups & Introduce Yourself
Name
Title and Organization
What is the biggest challenge that you
currently face in terms of online
fundraising?
What is one thing that people wouldn’t be
able to guess about you?
5
GG Feedback Board
Using the sticky notes on the table, throughout the
workshop, post thoughts related to the following:
Have you had a lingering question about GlobalGiving?
Are there specific challenges that you have been facing
on GlobalGiving?
Are there any ideas or opportunities that you want to
share?
6
GlobalGiving Updates
GlobalGiving Updates
Fundraising & Social Impact Academies
Experimentation with Bonus Days
Town Hall
Tools + Training blog
New website
GG Rewards
8
New Website
9
10
GG Rewards
Partner, Leader, Superstar
GG Rewards created in order to:
Reward organizations for their engagement and effectiveness
Provide a flexible way to move from Partner to Superstar
Enhance visualizations to understand your activity
More points  higher GG Rewards status  enhanced
opportunities for visibility and corporate and major
donor recommendations
11
12
Engagement
GG Rewards allows GlobalGiving to reward partners that
are active and engaged on the platform
Report regularly
Drive donations through matching campaigns
Participate in contests
Contribute to the Leadership Council
And more!
14
15
Effectiveness
Organizations that are listening, acting, and
learning are more effective
GG Rewards helps us drive donations to
organizations that are Listening, Acting, and
Learning on and off GlobalGiving
Earn points by completing a Learning Cycle
16
Effectiveness Tools
DIY Toolkit
Feedback Toolkit
Storytelling
Charting Impact
GlobalGiving Webinar
Create-Your-Own Cycle
17
18
Step 1
LISTEN
(3 points)
Step 2
ACT
(4 points)
Step 3
LEARN
(5 points)
How to Use the
Create-Your-Own Cycle
for Effectiveness Points
21
SMART Online Fundraising
SMART Goals
Specific
Measurable
Action-Oriented
Realistic
Time-Bound
23
Making Your Goal Measurable
Dollar amount
Unique donors
Recurring donors
New versus old donors
Donors who make donations as a gifts
24
Question 1
• Draft one online fundraising goal that your organization
has for the duration of 2015 that is SMART in nature.
• Specific
• Measurable
• Action-Oriented
• Realistic
• Time-Bound
• After you have drafted your goal, share with a partner and
discuss to ensure that your goal meets each of the SMART
criterion. Revise accordingly.
• What are the top three challenges that you foresee
in achieving your SMART goal?
• Ensure that the descriptions of these challenges are as
tangible as possible.
• Make sure that a challenge cited isn’t insurmountable. If it
is, consider whether your goal is realistic and thus
SMART after all. Revise accordingly.
26
Question 2
Questions 3, 4, 5
• Question 3: What is your current Reward Level?
• Question 4: What are two Engagement actions that you
could take in order to earn points and take steps toward
achieving your SMART online fundraising goal?
• Question 5: What are two Effectiveness actions that
you could take in order to earn points and take steps
toward achieving your SMART online fundraising goal?
27
Short Break
28
Cultivating A Fundraising Army
30
Fundraising Advocates
Strengthen and expand organization’s donor network
Create “buy-in” opportunities for donors
Help donors to feel that they:
Have a powerful impact
Can see the results of their donations
Have influence over the direction of the organization
Engaging Fundraising Advocates
(& Others) on GlobalGiving
Fundraiser pages
Year-End
Campaign
Bonus Days
31
Fundraiser Page
• Fundraiser-
established goal
• Customizable title,
summary, and photo
• Easy to track
donations & progress
towards goal
• Birthday
• Wedding
• Marathon or race
• Sporting event
• Fundraising contest
• Tribute
• Disaster relief
When could a fundraising
advocate build a
fundraiser page?
$8,243
Raised for Rural schools
in the Himalayas
CYCLE
CHALLENGE
Each year cyclists ride
150km for 2 days
through the Himalayas
$2,474
Raised for Maternal
Health in Tanzania
LABOR FOR LOVE
Alison asked
supporters to donate
$1 for every hour a
women in their life was
in labor
$13,477
Raised for Nepal
Earthquake Relief
Campaigns
• Help keep your donors
engaged
• Create a sense of
urgency
• Give you a reason to
reach out to donors
through incentives
41
2015 Bonus Days
March: 30% match, $60,000, $2,000 bonuses
May: Prorated (25.9%), $75,000, no bonuses
July: Rewards-based matching, $115,000,
$2,000 bonuses
September: 30%, $70,000, $6,000 bonuses*
*Bonus cap now at $1,000/donor/organization to ensure funds last longer
43
Year-End Campaign
Almost 18% of all online fundraising happens in December
Great time to achieve your SMART goal!
December 1 – 31
Requirements:
Must opt-in
Maximum of one project per organization
Raise minimum of $3,000 from 30 donors to unlock
eligibility for award
Bonus awards for top 9 projects ($ raised)
44
Identifying Fundraising Advocates
When identifying these leaders, consider individuals who:
Care about your organization, the projects that you lead, and/or the issues
that you affect
Will serve as strong brand ambassadors
Can tell (or learn to tell) the story of your organization and project(s) in a
compelling manner
Have large networks
You (or a colleague or board member) will feel comfortable reaching out to
personally with the fundraising advocate request.
45
Question 6
• Identify at least five individuals to serve as fundraising
advocates in support of your SMART goal. Consider
individuals from the following affiliations:
• Staff
• Board members
• Volunteers
• Existing donors & supporters
• Beneficiaries
• Professional contacts
• Friends & family
• Community leaders & members
46
Questions 7 + 8
• Question 7: What is the average amount of funding
raised per donor for your projects?
• Question 8: Based on your larger SMART goal, what is
a SMART objective that you can set for your
fundraising advocates?
47
Group Discussion
• Question 9: What actions will you take to engage your
fundraising advocates to achieve their SMART objective
on GlobalGiving?
• Question 10: What tools can you offer your fundraising
advocates to ensure that they have maximum resources
to accomplish their SMART objective?
48
Support for Fundraising Advocates
Work together to:
Set a specific fundraising goal
Craft prospect- and donor-appropriate messaging
Create an outreach strategy
Map out prospective donors
Provide outreach templates and FAQs
Send friendly reminders
49
Communications Tips for Advocates
Harness email and social media
Emphasize project importance and urgency, and
why donor matters
Consider the audience – tailor messages to be
consistent but different
Time messages – one month out, one week out,
day before
50
Attract New GlobalGiving Donors
Attracting New Donors
Craft a compelling project description
Earn your way toward an improved project rank
Create microprojects
52
Attractive
Project Page
• Specific, action-
oriented title
• Close-up, high
resolution photos
• Easy to understand,
jargon-free, project
specific summary
• Tangible, realistic
donation options
Or here…
Or here…
Your project
here
56
Search Ranking Criteria
40% the amount of time since your previous project report
20% the number of donors that your project has attracted
20% the amount of money your project has raised, relative to
other projects
20% how close is the project to being fully funded
**Bonus points for being a Leader or Superstar, or having a
Microproject
57
Support Ian’s
Education
Nyaka AIDS
Project
• Leaders & Superstars
• Fundraise for specific
individual or activity
• $250 - $10,000
• Active for 3 months
• Tied to an existing parent
project on GlobalGiving
• Bump in GlobalGiving’s
project ranking!
Microprojects
Questions 11 + 12
• Evaluate the existing project that best aligns with
your SMART goal.
• Question 11: What three actions can you take to
improve your project page?
• Question 12: What is your project rank? What two
actions will you take to improve your rank?
Retaining Donors
According to the
Fundraising
Effectiveness Project*
Overall donor retention was 43%
Repeat donor retention was 64%
New donor retention was only 23%
*All data from 2013-2014
Group Discussion
• Question 13: List at least three reasons why donors have stopped
giving to your organization in the past and/or reasons why donors
would stop giving to a project. Then, brainstorm at least one solution
for each of the reasons that donors have or would stop giving.
• Question 14: What are three ways that you can increase donor
retention on GlobalGiving?
• Each group will share one response to Question XIII and one way that
you can increase retention on GlobalGiving.
62
Why Donors Stop Giving
63
No memory of supporting the organization
Not reminded to give again
Didn’t feel connected
Felt other causes are more deserving
Organization wasn’t transparent about how
donations were used
Organization asked for an inappropriate amount
Solutions to Increasing Donor Retention
(& How You Can Do So on GlobalGiving!)
64
Communicate with donors at least every 90 days (project reports)
Show donors how their funds help you achieve your mission
(project reports)
Personalize your communication (thank you notes)
Encourage donors to make monthly recurring gifts and/or
donations as a gift or tribute to someone
Know your average gift and ask for the right amount
68
Donor
Appreciation
• 46% of donors stop
giving because they
feel like their
donations are not
recognized
• Send thank you notes
as soon as possible
• Share photos,
anecdotes, and
impact statistics in
project reports
70
Donation Manager
Access donor information in real time!
View gross donation information (not counting fees or add ons)
Send thank you notes directly through the GlobalGiving site
72
Thank You Note Tips
Send notes as soon after the gift arrives as possible
Acknowledge the donation amount and source
Use the filter to identify repeat donors
Ask questions to keep the donor engaged
Remind the donor of the impact that the gift will have
Be personal and warm in the language that you use
73
Question 15
• Have you sent thank you notes? If so, when was the last
time that you sent a thank you note?
• What steps will you take to improve your thank you note
template for the project tied to your SMART goal?
Project Reports
• Required every three months
• Emailed to all project donors and
posted on project page
• Project reports (2-3 paragraphs):
• Close-up, high-res photos
• Beneficiary stories
• Progress & accomplishments
• Project-specific impact stats
• Call to action
• Rating 1 (poor) to 5 (excellent)
75
76
Project Report Ratings
• How emotionally compelling
is the report/update?
• Is the report on-topic?
• Is it written for the correct
target audience?
• Is it compelling?
• Are there high-quality photos?
Question 16
• What was your last project report rated?
• What could you do to improve your rating?
78
Lunch Break
79
Client-Consultant Action Planning
Group Activity: Question 17
• Break into groups of 3
• Review your SMART goal
• What continuing challenges do you foresee associated with
achieving this goal?
• Take 1 minute to share your goal and challenges with 2 partners.
• Then, partners will take 6 minutes to brainstorm and advise on solutions
so that you can accomplish your goal.
Alternatively, consider what challenges you had identified at the start of the day. Then share the
solutions that you had identified with your peer consultants to get their feedback.)
Benefiting from Corporate Partnerships
$3+ million in 2014
98% of Current Partners received portion of funding
Cause Marketing
Gift Cards
Employee Giving
Grantmaking
88
GlobalGiving & Corporate Referrals
Does not pitch organizations to companies
Makes recommendations based on company’s criteria
(e.g. regional and/or thematic focus)
Most likely to recommend Superstars, then Leaders
Comfortable recommending active & engaged
organizations
Disaster Relief Efforts
Wrap-Up
• Incorporate your
GlobalGiving & overall
fundraising strategies
• Establish SMART goals
• Use GlobalGiving’s tools to
help you reach your goals
• Take advantage of special
events or opportunities
• Involve your supporters!
• Aim for Superstar-dom
Making the Most of
GlobalGiving
• Sign up for a one-on-one consultation
• Participate in the Fundraising and/or Social Impact Academy
• Read the Tools & Trainings blog
• Complete Effectiveness tools
We’re here to help!

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Washington, DC GlobalGiving Partner Workshop slides 2015

  • 1. GlobalGiving Partner Workshop We’re excited that you’re a part of the GlobalGiving community!
  • 2. Agenda Welcome & Introductions GlobalGiving Updates SMART Online Fundraising Cultivating A Fundraising Army Attracting New GlobalGiving Donors Retaining Donors Client-Consultant Action Planning Benefiting from Corporate Partnerships Wrap-Up and Feedback
  • 3. 3 Objectives for Today’s Activity Help you understand how GlobalGiving fits into your organization’s overall fundraising strategy Identify a SMART online fundraising goal Create action steps to achieve your goal Learn best practices in growing your donor network and retaining existing donors Enhance your use of GlobalGiving as the core tool in your online fundraising strategy Connect you with a local network of nonprofit organizations using the GlobalGiving site and harnessing online fundraising
  • 5. Break Into Groups & Introduce Yourself Name Title and Organization What is the biggest challenge that you currently face in terms of online fundraising? What is one thing that people wouldn’t be able to guess about you? 5
  • 6. GG Feedback Board Using the sticky notes on the table, throughout the workshop, post thoughts related to the following: Have you had a lingering question about GlobalGiving? Are there specific challenges that you have been facing on GlobalGiving? Are there any ideas or opportunities that you want to share? 6
  • 8. GlobalGiving Updates Fundraising & Social Impact Academies Experimentation with Bonus Days Town Hall Tools + Training blog New website GG Rewards 8
  • 10. 10
  • 11. GG Rewards Partner, Leader, Superstar GG Rewards created in order to: Reward organizations for their engagement and effectiveness Provide a flexible way to move from Partner to Superstar Enhance visualizations to understand your activity More points  higher GG Rewards status  enhanced opportunities for visibility and corporate and major donor recommendations 11
  • 12. 12
  • 13.
  • 14. Engagement GG Rewards allows GlobalGiving to reward partners that are active and engaged on the platform Report regularly Drive donations through matching campaigns Participate in contests Contribute to the Leadership Council And more! 14
  • 15. 15
  • 16. Effectiveness Organizations that are listening, acting, and learning are more effective GG Rewards helps us drive donations to organizations that are Listening, Acting, and Learning on and off GlobalGiving Earn points by completing a Learning Cycle 16
  • 17. Effectiveness Tools DIY Toolkit Feedback Toolkit Storytelling Charting Impact GlobalGiving Webinar Create-Your-Own Cycle 17
  • 18. 18
  • 19. Step 1 LISTEN (3 points) Step 2 ACT (4 points) Step 3 LEARN (5 points) How to Use the Create-Your-Own Cycle for Effectiveness Points
  • 20.
  • 21. 21
  • 24. Making Your Goal Measurable Dollar amount Unique donors Recurring donors New versus old donors Donors who make donations as a gifts 24
  • 25. Question 1 • Draft one online fundraising goal that your organization has for the duration of 2015 that is SMART in nature. • Specific • Measurable • Action-Oriented • Realistic • Time-Bound • After you have drafted your goal, share with a partner and discuss to ensure that your goal meets each of the SMART criterion. Revise accordingly.
  • 26. • What are the top three challenges that you foresee in achieving your SMART goal? • Ensure that the descriptions of these challenges are as tangible as possible. • Make sure that a challenge cited isn’t insurmountable. If it is, consider whether your goal is realistic and thus SMART after all. Revise accordingly. 26 Question 2
  • 27. Questions 3, 4, 5 • Question 3: What is your current Reward Level? • Question 4: What are two Engagement actions that you could take in order to earn points and take steps toward achieving your SMART online fundraising goal? • Question 5: What are two Effectiveness actions that you could take in order to earn points and take steps toward achieving your SMART online fundraising goal? 27
  • 30. 30 Fundraising Advocates Strengthen and expand organization’s donor network Create “buy-in” opportunities for donors Help donors to feel that they: Have a powerful impact Can see the results of their donations Have influence over the direction of the organization
  • 31. Engaging Fundraising Advocates (& Others) on GlobalGiving Fundraiser pages Year-End Campaign Bonus Days 31
  • 32. Fundraiser Page • Fundraiser- established goal • Customizable title, summary, and photo • Easy to track donations & progress towards goal
  • 33. • Birthday • Wedding • Marathon or race • Sporting event • Fundraising contest • Tribute • Disaster relief When could a fundraising advocate build a fundraiser page?
  • 34. $8,243 Raised for Rural schools in the Himalayas CYCLE CHALLENGE Each year cyclists ride 150km for 2 days through the Himalayas
  • 35. $2,474 Raised for Maternal Health in Tanzania LABOR FOR LOVE Alison asked supporters to donate $1 for every hour a women in their life was in labor
  • 37.
  • 38.
  • 39.
  • 40. Campaigns • Help keep your donors engaged • Create a sense of urgency • Give you a reason to reach out to donors through incentives
  • 41. 41
  • 42.
  • 43. 2015 Bonus Days March: 30% match, $60,000, $2,000 bonuses May: Prorated (25.9%), $75,000, no bonuses July: Rewards-based matching, $115,000, $2,000 bonuses September: 30%, $70,000, $6,000 bonuses* *Bonus cap now at $1,000/donor/organization to ensure funds last longer 43
  • 44. Year-End Campaign Almost 18% of all online fundraising happens in December Great time to achieve your SMART goal! December 1 – 31 Requirements: Must opt-in Maximum of one project per organization Raise minimum of $3,000 from 30 donors to unlock eligibility for award Bonus awards for top 9 projects ($ raised) 44
  • 45. Identifying Fundraising Advocates When identifying these leaders, consider individuals who: Care about your organization, the projects that you lead, and/or the issues that you affect Will serve as strong brand ambassadors Can tell (or learn to tell) the story of your organization and project(s) in a compelling manner Have large networks You (or a colleague or board member) will feel comfortable reaching out to personally with the fundraising advocate request. 45
  • 46. Question 6 • Identify at least five individuals to serve as fundraising advocates in support of your SMART goal. Consider individuals from the following affiliations: • Staff • Board members • Volunteers • Existing donors & supporters • Beneficiaries • Professional contacts • Friends & family • Community leaders & members 46
  • 47. Questions 7 + 8 • Question 7: What is the average amount of funding raised per donor for your projects? • Question 8: Based on your larger SMART goal, what is a SMART objective that you can set for your fundraising advocates? 47
  • 48. Group Discussion • Question 9: What actions will you take to engage your fundraising advocates to achieve their SMART objective on GlobalGiving? • Question 10: What tools can you offer your fundraising advocates to ensure that they have maximum resources to accomplish their SMART objective? 48
  • 49. Support for Fundraising Advocates Work together to: Set a specific fundraising goal Craft prospect- and donor-appropriate messaging Create an outreach strategy Map out prospective donors Provide outreach templates and FAQs Send friendly reminders 49
  • 50. Communications Tips for Advocates Harness email and social media Emphasize project importance and urgency, and why donor matters Consider the audience – tailor messages to be consistent but different Time messages – one month out, one week out, day before 50
  • 52. Attracting New Donors Craft a compelling project description Earn your way toward an improved project rank Create microprojects 52
  • 53. Attractive Project Page • Specific, action- oriented title • Close-up, high resolution photos • Easy to understand, jargon-free, project specific summary • Tangible, realistic donation options
  • 54.
  • 56. 56
  • 57. Search Ranking Criteria 40% the amount of time since your previous project report 20% the number of donors that your project has attracted 20% the amount of money your project has raised, relative to other projects 20% how close is the project to being fully funded **Bonus points for being a Leader or Superstar, or having a Microproject 57
  • 58. Support Ian’s Education Nyaka AIDS Project • Leaders & Superstars • Fundraise for specific individual or activity • $250 - $10,000 • Active for 3 months • Tied to an existing parent project on GlobalGiving • Bump in GlobalGiving’s project ranking! Microprojects
  • 59. Questions 11 + 12 • Evaluate the existing project that best aligns with your SMART goal. • Question 11: What three actions can you take to improve your project page? • Question 12: What is your project rank? What two actions will you take to improve your rank?
  • 61. According to the Fundraising Effectiveness Project* Overall donor retention was 43% Repeat donor retention was 64% New donor retention was only 23% *All data from 2013-2014
  • 62. Group Discussion • Question 13: List at least three reasons why donors have stopped giving to your organization in the past and/or reasons why donors would stop giving to a project. Then, brainstorm at least one solution for each of the reasons that donors have or would stop giving. • Question 14: What are three ways that you can increase donor retention on GlobalGiving? • Each group will share one response to Question XIII and one way that you can increase retention on GlobalGiving. 62
  • 63. Why Donors Stop Giving 63 No memory of supporting the organization Not reminded to give again Didn’t feel connected Felt other causes are more deserving Organization wasn’t transparent about how donations were used Organization asked for an inappropriate amount
  • 64. Solutions to Increasing Donor Retention (& How You Can Do So on GlobalGiving!) 64 Communicate with donors at least every 90 days (project reports) Show donors how their funds help you achieve your mission (project reports) Personalize your communication (thank you notes) Encourage donors to make monthly recurring gifts and/or donations as a gift or tribute to someone Know your average gift and ask for the right amount
  • 65.
  • 66.
  • 67.
  • 68. 68
  • 69. Donor Appreciation • 46% of donors stop giving because they feel like their donations are not recognized • Send thank you notes as soon as possible • Share photos, anecdotes, and impact statistics in project reports
  • 70. 70
  • 71. Donation Manager Access donor information in real time! View gross donation information (not counting fees or add ons) Send thank you notes directly through the GlobalGiving site
  • 72. 72
  • 73. Thank You Note Tips Send notes as soon after the gift arrives as possible Acknowledge the donation amount and source Use the filter to identify repeat donors Ask questions to keep the donor engaged Remind the donor of the impact that the gift will have Be personal and warm in the language that you use 73
  • 74. Question 15 • Have you sent thank you notes? If so, when was the last time that you sent a thank you note? • What steps will you take to improve your thank you note template for the project tied to your SMART goal?
  • 75. Project Reports • Required every three months • Emailed to all project donors and posted on project page • Project reports (2-3 paragraphs): • Close-up, high-res photos • Beneficiary stories • Progress & accomplishments • Project-specific impact stats • Call to action • Rating 1 (poor) to 5 (excellent) 75
  • 76. 76
  • 77. Project Report Ratings • How emotionally compelling is the report/update? • Is the report on-topic? • Is it written for the correct target audience? • Is it compelling? • Are there high-quality photos?
  • 78. Question 16 • What was your last project report rated? • What could you do to improve your rating? 78
  • 81. Group Activity: Question 17 • Break into groups of 3 • Review your SMART goal • What continuing challenges do you foresee associated with achieving this goal? • Take 1 minute to share your goal and challenges with 2 partners. • Then, partners will take 6 minutes to brainstorm and advise on solutions so that you can accomplish your goal. Alternatively, consider what challenges you had identified at the start of the day. Then share the solutions that you had identified with your peer consultants to get their feedback.)
  • 83. $3+ million in 2014 98% of Current Partners received portion of funding
  • 88. 88 GlobalGiving & Corporate Referrals Does not pitch organizations to companies Makes recommendations based on company’s criteria (e.g. regional and/or thematic focus) Most likely to recommend Superstars, then Leaders Comfortable recommending active & engaged organizations
  • 91. • Incorporate your GlobalGiving & overall fundraising strategies • Establish SMART goals • Use GlobalGiving’s tools to help you reach your goals • Take advantage of special events or opportunities • Involve your supporters! • Aim for Superstar-dom Making the Most of GlobalGiving
  • 92. • Sign up for a one-on-one consultation • Participate in the Fundraising and/or Social Impact Academy • Read the Tools & Trainings blog • Complete Effectiveness tools We’re here to help!

Notes de l'éditeur

  1. Here’s a look at the agenda for today’s workshop.
  2. Add fundraising & social impact academy slides # of attendees One liner for each Response, attendees, going to do it again (results) Experimentation with Bonus Days – in response to PLs feedback Ideas for or feedback on Bonus Days, write on post-it note! Town Hall – excited to get feedback from PLs, used to inform things that we are doing now; remind them of next one
  3. More mobile responsive (pull out your smart phone to see!) – note global trend that demonstrates that mobile matters (more individuals are using mobile/smartphone as their primary means of internet access) Website is now search engine optimized so that projects are more likely to be at the top of the Google feed More than one featured project on the homepage Better for engaging donors to quickly take an action – highlighting Give, Join, About! – streamlining donor behavior! Increase conversion rates by more compelling imagery (best practices in web design to get more donors to give more)
  4. Updates to overall PE! Migrated Project Leader Manual Added Manage Users console – allows PLs to add new ppl to staff, create accounts, etc.
  5. GG Rewards is way for us to reward orgs that are engaged in platform and demonstrating eagerness to be effective organization. Orgs are broken into three categories – partner leader and superstar Originally created to increase our transparency about… Recently improved… Orgs that are actively trying to improve, that are evolving, that are listening to feedback from their beneficiaries and community and becoming better organization – want to reward through GG Rewards program Created GG Rewards using feedback from PLs Points rotate on a rolling year basis Will get monthly emails regarding points that will be lost if they do nothing else – starting in next two months
  6. GG hypothesis
  7. GG hypothesis Emphasize the Create-Your-Own cycle and our focus on encouraging orgs to Listen Act Learn
  8. Give example of how you could use this workshop to complete the Create Your Own
  9. Ask room: How many partners draft SMART goals with their organizations (hands raised) How many partners currently have at least one SMART goal related to online fundraising (hands raised)
  10. Ask for suggestions regarding how you can make an online fundraising goal measurable Then, click through options
  11. Note: Can be tied to either an exiting project, or a pending project. We will refer to this SMART goal throughout the rest of the workshop.
  12. Focus today will be on how you can achieve your SMART online fundraising goal through GlobalGiving tools and resources.
  13. Establishment of personal connection between donor and fundraiser STAR!
  14. STAR! Share Thanksgiving 365 fundraiser that Inner City Development runs each year + 2 more examples of what Ambassadors have done (use cases) (Jet decided to fundraise for matching campaign during Japan fundraising; photojournalists opted to raise funds for Nepal relief) EH TP  Inner City food bank fundraiser and how they use advocates Talk to Emily and Star re. a good fundraiser story – perhaps have Star come to talk to DC workshop Improve the way that we interact with fundraisers – constantly improving this tool – reach out to Emily re. what major updates are coming that we could note
  15. Here’s how you get to the fundraiser tool
  16. Transition from Fundraiser Advocates to Campaigns Useful tool for advocates to do outreach Create SMART goals and mini-strategies around campaigns – spend time preparing, strategizing and thinking through how to prepare for a campaign (how do you activate your base in preparation for campaigns? Loop in advocates to strategy development to help maximize your success)
  17. How to find campaigns listed on the 2015 calendar and also in PE Calendar Calendar will be announced in Dec plus will have trainings in advance so that you can prepare and strategize well in advance of campaigns happening – help you plan ahead!
  18. Bonus awards - for most money raised and a bonus aware for most individual donors Terms & conditions Feedback today will help us influence how we plan campaigns next year – feedback? Post-its?
  19. December 1: Giving Tuesday, a daylong effort in the U.S. to help nonprofits fundraise online during holiday season December 29, 30, and 31: Historically biggest fundraising days of the year! Bonus awards One award per organization Awards ranging from $3,000 to $500 Reason for minimums is want you to be able to help our PLs incentivize donors In response to longer Open Challenge style campaign that was longer Almost $360,000 raised in 2014 by 308 projects Providing you bonus grants for fundraising that you had already planned on doing during Year-End fundraising season Don’t have to choose a tool; not a one-size-fits-all in order to fundraise; allows you to raise funds however you like (fundraiser page, tribute cards, normal fundraising, or combination of all tools) Supports orgs in asks to donors
  20. In 2016 – photo, video campaigns; year-end campaign Talked through some of tools mobilize fundraising advocates
  21. Current or prior staff, board members, volunteers, etc.
  22. Current or prior staff, board members, volunteers, etc.
  23. Current or prior staff, board members, volunteers, etc.
  24. One of the elements that makes up developing your GG strategy Know that many orgs join GG in an effort to attract new donors, so let me tell you a little bit about the donors that give through GG. Mentioned at the beginning of the webinar that about half a million donors have given through GG in the past 13 years. Those are ppl that have come to us through corporate campaigns, through employee giving promotions, word of mouth, social media. Or might be people who gave through a matching promotion or through an earned media opportunity. Also know that a large number of our donors have come to us through google searches. Our team is working hard to build our site so that it is search engine optimized meaning that if someone is interested in giving to support eye surgery in Nepal, our projects that offer eye surgery in Nepal are first to pop up. We have 30 to 40,000 individuals visiting GG every week. So what can you do to get them to see your project and visit your page?
  25. Will be updating project pages in October First step is to make sure that you have an attractive and compelling project page You want the title to be specific and action-oriented – here’s a great example. (READ) (Note: Rec. country-level ID in title) In addition, you want your photo to be close up and high resolution. You can see here that this photo grabs your attention. Most likely this is a photo of the indiv that you would be supporting Easy to understand… You can see here that this summary isn’t talking about the orgs TOC, their mission, etc. in fact, they are getting straight to the point and talking about how this donation will make a difference, the exact activities that your donation will be used for Finally, your donation options are tangible realistic and varied. For this page from 19 to 132. and again, they tell donors exactly how their donation will be used. Think through end-goal. Most people come with dollar figure in mind. These are helpful nudges up in terms of funds raised. That’s the first step in attracting donors – making sure that your project page is attractive, compelling and easy to understand.
  26. The next step to attract donors is to make sure that you have the best possible project rank. You want to be the number one project on the GG website. You can see here that I did a quick screenshot on the theme of women and girls on the GG website. If you did a quick search on that topic there would be 743 who qualify. As you can imagine, a donor isn’t going to have time clicking through all 743 projects. They’re most likely to give to one of the top 20 projects that they see when they click on this first page. They’re going to click to see what titles and photos grab their attention. You want to be one of those first 20 projects. And ideally, you want to be the FIRST project that they see. And that’s where ranking comes into play.
  27. We also use the project ranking to determine which projects appear on the homepage. So you want your project to be here or here or here. We use the search ranking to identify the top 20% of projects that are featured on the homepage. We cycle out these projects every hour with the exception of disaster situations like the Nepal earthquake disaster relief fund. But when there is not a disaster scenario, we do cycle out these projects every hour based on the top 20% of projects. We’re also looking for projects with high resolution photo. So you want to be in the top 20% and have a high-resolution photo.
  28. Once again, you can see your project resolution here on the dashboard here in the project rank section.
  29. Once again, here is a quick look at the search ranking criteria. As you can see, it’s really important to understand your search ranking and to use the search ranking and web analytics to experiment. What happens when you change your project title? Your photo? Do you see the number of visits to your project page increase? What happens when you report more often? Do you see your project ranking decrease and does this drive more donors to your project? You can use the web analytics data to determine if the changes that you're making the effort that you’re putting into improving your project ranking is making a difference in terms of the number of donors and amount of donations that you’re bringing in. To recap, in order to attract new GlobalGiving donors, remember two key steps: Make sure that you have an attractive and compelling project page Make sure that you have the lowest possible project rank
  30. How many have used microprojects before? Does anyone want to share an example? The next tool that I want to highlight is microprojects. This is a tool that allows you to raise money for a more specific need. As you can see from this example, “Support Ian’s Education, “ this project focused on raising money for this one specific student. Microporojects are only on the site for three months so you can create an added sense of urgency and they are only available to leaders and superstars. They range in value from $250 to $10,000 and what’s really exciting about microprojects is that they get a little bit of a bump up in the ranking which means that they are more likely to attract new donors and those donors are then rolled into receiving project reports from your parent project as well. So you can continue to build a relationship with those donors even after your microproject expires.
  31. Pause for five minutes for individuals to write Peer review project page
  32. Put in time frames for speakers
  33. Bullets come in via clicks
  34. Can note what GG is doing on partners behalf (e.g. recurring donor campaign) and research associated Alison to send research blog
  35. In addition, your active projects already have donor tools incorporated into those current projects. So the first one that I want to highlight is monthly recurring donations. Your donors can sign up to give to your projects on a monthly basis by clicking on the monthly recurring tab on the project page. GlobalGiving will automatically deduct that amount from their credit card – and this is a way for them to be consistent and ongoing supporters of your organization and project.
  36. Shift locations to make it easier to give gift in honor of or tribute to – but more as part of check out process rather than separate In addition, your project has a “Gift or In Honor Of” feature which allows donors to make a donation as a gift or in honor of somebody else.
  37. Here is a quick look at how this feature looks. A donor may, for example, may decide to give a gift in honor of their mother for Mother’s Day or her birthday. They can write a personal message to the gift recipient or they can select among several different card options, including a card that is customized to your project using the project photo.
  38. And here’s a quick look at what some of those other cards might look like.
  39. let’s talk a little bit about donations. You can view your donations in real time by going to the Donation manager where you can see the growth in your donation amount.
  40. Keep in mind that the figure listed here is before GG’s fee has been applied. GG has a 15% fee which helps us to keep our doors open. We are a nonprofit as well, so that fee helps pay for trianings like this one, recruit corporate partenrs and facitliate more individual donors to the GG website, build the donor management platform that you have access to , et It is what keeps us in operation. So we let donors know about the 15% fee during the checkout process and about 50% of donors help cover that fee which means that the fee varies by donation. As a result, some donors may cover 15%, others may cover 5%. So we provide you with the net donation amount. And that fee amount in your disbursement report which goes out with your disbursement. That information is not currently available in the donation manager. However, from the donation manager, you can Filter your donations. For example, if you’d like to see if someone has given more than once, you can use that filter featute to do that. You can also export that information into excel. If for example you would like to do some analysis to find out which traffic sources are driving the most donation or if you would like to see what trends emerge, you can export the information into excel and do some additional analysis. Lastly I want to highlight the fact that you can send a personalized thank you note from the donation manager. GG sends an automatic thank you and tax receipt in response to every donation that comes in. So all of your donors always automatically receive a thank you and tax receipt from GG.
  41. We encourage you to create a thank you note which helps build a lasting relationship with donors that come to you through GG. The thank you note is a great place to share a story about a specific individual who will benefit from that specific donation or to provide specific information about your project. Really a way for you to highlight the difference that each donor is making by giving to your project. The thank you note is also a great place to ask questions. Invite donors to share their story with you. Why did they give to you? Is there anything that they would like to share with your organization? Also a great place to invite donors to connect with you follow you on Face book or email you direactly. Heres an example of what I think is a great thank you note starting with the subject line (read here) What I love here is that the subject line invites me to open the email, makes me curious about who susan is and why she’s excited. You can also add additional thank you notes by creating templates using this Add button in the bottom righthand corner. That means that you can add templates that you can save so that each time you return to send a thank you note, you don’t have to start from scratch because you can ue a template that you previously created. You may also want to create thank you notes for different situations – maybe for donors who give on Bonus days or who are first time donors. You can also create templates for different projects and project accomplishments. I would encourage you to use that template feature so that you aren’t starting from scratch every time
  42. Add more here
  43. Project reports are emailed out to all of your donors and are also posted on your GlobalGiving project page. The ideal project report is about 3 paragraphs in length and will include Close-up, high-res photos Beneficiary stories Progress of your project and accomplishments Impact stats, specific to your project Call to action Keep in mind that project reports are a great way for you to build a relationship with your donors and for you to communicate with them. These are really different from grant reports, so while we encourage you to include impact statistics, think of this more like a letter to your supporters. So you might start out your report with the line, “Dear Supporters” and you would end with your name and information about how donors could get in touch with you to build a relationship with you over time. Lastly, you are encouraged to end your project reports with a call to action. For example – follow you on Facebook, consider making a recurring donation, might suggest that they give to you in an upcoming bonus day. Finally, want to remind you that we do rate project reports from 1 which is poor to 5 which is excellent. Poor project reports do not include a story of an individual, may just link to a project, may not share updates on progress whereas excellent project reports will meet all of the criteria shared here. The project report rating is used to give you feedback on how your project report compares to others on the GG website. This information is not public nor does it influence your rating or project visibility on the GG website. Please keep in mind that the rating is intended ot help you improve over time and that it’s ok if you get a project report that’s a three. That just means that there are areas for improvement. You can see the full project report rubric in the Project Leader Manual.
  44. Here’s a quick example of an excellent project report. You can see that it shares the story and a photo of a specific individual. It talks about how this program has impacted this individual. What you can’t see is that at the end of this project report, it includes a specific call to action.
  45. TIED TO YOUR SMART GOAL
  46. NEW PICTURE
  47. Are there outstanding questions that you have about online fundraising? Concerns that remain? Resource limitations?   (Alternatively, consider what challenges you had identified at the start of the day and share the solutions that you had identified with your peer consultants to get their feedback.)
  48. Jacky Team of six focused on getting new corporate partners We bring in these corporate partners through a number of methods including speaking at conferences; direct outreach; and largely, word-of-mouth between corporates Now let’s shift gears to talk about how you can benefit from GG’s corporate partnerships. I mentioned before that we work with about 60 diff corporate partners to drive donations to GG project We work with those companies in four main ways.
  49. Jacky
  50. Jacky The first is through cause marketing. We work with companies like Neutrogena which asked us to recommend projects in specific themes and countries around the world and Neutrogena donated 1 for every product sold and allocated up to 200k to GG projects. They also asked their consumers to vote on which projects received a portion of those funds. So in that case, a company comes to us and asks us to recommend orgs by country and theme.
  51. Jacky Another popular corporate partnership is gift cards. For example, in the past year or so, VMware has purchased over $1 million in gift cards which they have given to employees as recognition or as reward for volunteering. Those gift cards can then be redeemed for any project on the GG website. Companies like VMware also often create a landing page where they select five projects to be featured on their landing page – and those projects are the projects that are most likely to receive the highest number of redemptions. Again, VMware is asking us for recommendations of organizations, based on their criteria, that can be featured on their landing page.
  52. Jacky Another way that we work with companies is through employee giving. Companies like Eli Lily will offer a match on donations made by their employees. GG has built customized landing pages through the intranet for corporate partners Now partnering with companies like Benevity and YourCause and have built an API so that GG projects are pulled directly into their sites to increase opportunities for employee giving
  53. And lastly we work with companies to facilitate grants. Less than 10% of GG’s partners receive grants from our corporate partners. These grants range substantially in size from 2 to 3 thousand to 250,000 – a big gap in the size of grants that we’re facilitating. As you can imagine, the number of those very large grants are few – but very exciting when we are able to facilitate those connections. The way that this works is that when we’re facilitating a grant or when a company comes to us with a request for recommendations regarding which projects to feature on their landing page, they come to us with specific criteria in mind – usually a specific region and a specific thematic focus. For example, VMware might come to us interested in supporting a children’s education project in India. In this instance, we would then look through our catalogue of projects and identify the projects that meet that criteria. As you can imagine, that is going to be a substantial list and we aren’t going to recommend 50 projects to VMware. Instead, we’re going to narrow down that list using our GG Rewards program. So we’re most likely to recommend Superstars and then Leaders and then Partners. So we might send over a list of 5 children’s education projects and VMware might feature just one to two to feature on their landing page. The final decision is made by the company but we are making recommendations based on the criteria has given and then using our GG Rewards program.
  54. I also want to emphasize that GlobalGiving does not pitch organizations to companies. We would never approach Nike, for example, and say that we have the perfect sports program for them to give to. Instead, we are making recommendations in response to the priorities that the company has given us. Really want to emphasize that the majority of the companies that we work with have established CSR programs, and we’re just fitting into those existing programs. Lastly, we’re most likely to recommend organizations that we interact with most frequently. These are organizations that we know, that are engaged and active on the platform and that we feel most comfortable making recommendations about. This is helpful to know, because this is mostly recommended in GG Rewards, but the more you can interact with the GG team, the more likely you are to be front of mind when these opportunities arise.
  55. Britt If disaster happens in place where PL is working, directly email Britt Many corporate partners make donations to fund projects / do corporate matching Even if not disaster-focused organization, reach out if disaster hits in community in which you work Can share in-kind support when available (e.g. phones donated to GG to give partners in the field doing disaster work using apps) Disaster fund opens  open short form for orgs to apply