With peer-to-peer fundraising, non-profits tap into an existing pool of supporters by equipping them to champion your cause on its behalf. This kind of fundraising concept allows you to expand your support base past what is managed by your staff and into the new personal networks of existing supporters; you can build a bigger army of supports and donors organically.
Planning and launching an effective peer-to-peer fundraising campaign can be difficult and confusing, but it can be made easy with a few concepts. In this session, we examine the 10 principles that guide an effective campaign. We built these principles based on years of launching peer-to-peer campaigns, studying the mistakes of unsuccessful campaigns, and testing effective techniques.
We present examples of how each principle is applied to reinforce key concepts. In addition, we address the limitations of peer-to-peer fundraising in the past and trends on how non-profits are making it work today.
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ABOUT US
Jefferson Chang
Product Development at CauseVox
Twitter: ookblah
Mike Quinzio
Director of Operations at Change for Kids
Twitter: changeforkids
Jefferson Chang
Customer Development at CauseVox
Twitter: robjwu
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What is the staff size of your
nonprofit?
What is your role?
How much do you know about
peer-to-peer fundraising?
QUERY THE AUDIENCE
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About CauseVox
A crowdfunding & peer-to-peer fundraising platform
Tweet me: @robjwu or @causevox
ABOUT CAUSEVOX
CauseVox is a crowdfunding platform for nonprofits, causes, and social good
projects.
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Understand the concept of peer-to-
peer fundraising
Understand ten principles of launching
a successful campaign
Understand how to select the right
technology
LEARNING OBJECTIVES
1
2
3
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CHARITY INTRODUCTIONS
We’ll be hearing case studies from two charities
during this presentation. Here’s and introduction
to their organizations.
RestoreNYC Change for Kids
http://bit.ly/cfknycvidhttp://bit.ly/restorevid
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Peer-to-Peer Fundraising
A method of fundraising that enables a non-
profit’s community to champion and raise
funds on the non-profit’s behalf within each
supporter’s personal networks.
Synonyms: Community, supporter, distributed,
and networked fundraising
DEFINITION
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Bruce Barton
(5 August 1886 – 5 July 1967)
An American author, advertising
executive, and politician. Wrote
an peer-to-peer appeal to raise
funds for Berea College.
HISTORY
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MR. BARTON’S FUNDRAISER
100%
participation
$300,000 in today’s money
Education for 250 studentsBruce Barton
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Berea College
IMPACT TODAY
Charges no tuition
Education for students from low-income families
First college in the south to be integrated
photo by: http://www.flickr.com/photos/blueathena7
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Without peer-to-
peer fundraising
With peer-to-peer
fundraising
Your support base is expanded past what your staff
manages and into the supporter’s community.
CONCEPT ILLUSTRATION
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BENEFITS & CHALLENGES
Benefits
Augments the fundraising function at a low cost
Engages supporters to get them involved
Increases support base and raises funding
Challenges
Developing a campaign strategy
Creating communication and messaging
Motivating supporters to take action
Managing the campaign
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PART I: Principles 1 – 3
The foundational parts that guide campaign strategy
PART II: Principles 4 – 5
Make your messaging effective and on target
PART III: Principles 6 – 8
Turn your supporters into fundraisers
PART IV: Principles 9 – 10
Insights to running and managing your fundraising
campaign
OVERVIEW OF THE 10 PRINCIPLES
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Capacity
Campaign Strategy
Supporters
ObjectivesThe intersection of
objectives, supporters, and
capacity guides the
development of your
campaign strategy.
FOUNDATIONAL ELEMENTS
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Raise funds for our program from
July 1 – July 31
Raise $50,000 (from new donors)
towards building a safe house for
sex-trafficked victims
Obtain 50 new for the scholarship
program.
WHICH IS A GOOD OBJECTIVE?
OR
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Specific
Objectives should be focused, clear, and unambiguous.
Measurable
Objectives that are measurable allow you to track and report
progress.
Attainable
Objectives that are realistic yet require a stretch or effort to
reach them.
Relevant
Relevance means that objectives are aligned with your
mission and cause.
Timely
Campaigns must have a start and end date.
SMART FRAMEWORK
Click to learn more!
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Raise $10,000 for the Uganda microfinance
initiative from July 1 – July 31
By September 20, raise $50,000 (from new
donors) towards building a safe house for
sex-trafficked victims
Obtain 50 new contacts and raise $5000 for
the scholarship program by from October 15
to October 20.
SMART OBJECTIVES
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Lance Fulton, Young Professional
Lance is a 28 year-old lawyer in New York City.
He’s a very social person and loves to meet new
people from similar walks in life. He’s always
thinking of ways that he can do more good with his
profession.
Lance has several friends that are passionate about
the non-profit and has participated in a handful of
fundraisers through them.
You can find Lance on the basketball court almost
every weekend.
Engagement Level
Medium
Preferred Communication
Twitter
Mobile and Email
Giving Characteristics
Gives when asked by friends, all online
Needs to see direct impact of donations
SUPPORTER PERSONA
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Supporters
What do supporters
think/feel?
What do supporters
listen to?
What do supporters
see?
What do supporters
say/do?
What is the supporter’s pain? What is the supporter’s gain?
EMPATHY MAP
Click to learn more!
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TESTING TOOLS
Validate your personas and empathy
map by testing it with real data. This
develops a better understanding of
supporters.
- Expert Interviews
- Focus Groups
- Online Surveys
- Donor Behavior Data
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Define Roles and Responsibilities
PRINCIPLE NUMBER THREE
photo by: http://www.flickr.com/photos/alancleaver
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There are three main roles within a
fundraising campaign.
Communications
- Produce content and messaging
- Coach and motivate fundraisers
Accounting
- Management of donation data
- Producing reports and receipts
Technology
- Select and integrate the appropriate tools
- Setup and maintain tech
ROLES & RESPONSBILITIES
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STORYTELLING TIPS
Clear/Concise
Be focused in your message and requested action.
One Idea
Distill your program and mission into one idea.
Metrics
Appeal to the quantitative types through numbers.
Personal
Help the audience connect to you. Leverage your supporters.
Emotive
Show your passion the move your audience.
Latch
Use mixed media and hook people in.
Click to learn more!
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Restore’s vision is to open New York City’s first
housing option (“safe house”) to provide holistic
long-term aftercare. The safe house will give
sex-trafficking survivors both long-term housing
and a stable, secure environment to recover and
transition to a healthy and sustainable life.
Every dollar of this campaign will go towards
obtaining and maintaining a safe house for
international victims of sex trafficking. Our goal
is to raise $50,000 and an anonymous donor
has pledged to match dollar for dollar.
Help create a safe home by creating your
fundraising page today.
STORYTELLING EXAMPLE
One idea
Metrics
Clear/Concise
Emotive
Restore NYC’s Campaign Text
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PERSONAL APPEAL EXAMPLE
Personal
Purpose & Events
Call to action
The personal appeal
from supporters gives
your charity credibility
and donations
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PERSONAL APPEAL TIPS
State the purpose
Describe the campaign or non-profit clearly and note what action
you want the reader to take.
Make it personal
Write to your personality and fill it with passion.
Show your gratitude
Show people that you appreciate their support.
Call to action
Tell people the one or two things you want them to do.
Be concise
Messages that are 175 to 225 words in length work the best.
Use events
Have a birthday coming up? Is the holiday season close by?
Instead of asking for gifts, ask for donations to your cause!
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MOMENTUM
Momentum =
Mass×Velocity
Mass is the number of supporters you have.
Velocity is the rate that supporters are creating
fundraising pages. Increasing either one has a
direct effect of increasing momentum.
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PROGRESS OVER TIME
A typical campaign starts strong at first, hits a lull,
and then picks back up near the end.
First
Quarter
Second
Quarter
Third
Quarter
Fourth
Quarter
Post
Campaign
Pre
Campaign
Time
Donations
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JUMP STARTING TIPS
Momentum builds on momentum. Get
better results by starting strong.
- Hold a kick-off event for the campaign
- Get your Board to create fundraising pages first
- Find partner organizations to help fundraise
- Leverage offline events
- Build anticipation through newsletters
- Encourage fundraisers to be the first to donate
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Empower your fundraisers
PRINCIPLE NUMBER SEVEN
photo by http://www.flickr.com/photos/soldiersmediacenter
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COACHING TIPS
Peer-to-peer fundraising turns your
community into fundraisers. They need
coaching on how to do it the best.
- Provide talking points and standard text
- Encourage fundraisers to continue to take action
- Highlight effective fundraisers
- Provide best practices in fundraising
- Give regular updates on progress
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Communicate Regularly
PRINCIPLE NUMBER EIGHT
photo by http://www.flickr.com/photos/pacdog/4968422200
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COMMUNICATION
Communication =
Update + Appreciate +
Nag
These are the three purposes of communication. In
peer-to-peer fundraising, all communications
should be defined with one or more of these
purposes.
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Restore NYC’s Thank You Video
COMMUNICATION EXAMPLE
http://bit.ly/restorevidthank
Update
Appreciate
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COMMUNICATION TIPS
Communication should occur regularly and at a
personal level if possible.
Update
Give regular weekly progress updates and when big
events happen.
Appreciate
Show appreciation to donors and fundraisers. Personal
messages to high performing fundraisers is effective.
Nag
Motivate fundraisers to action.
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Promote and integrate
PRINCIPLE NUMBER NINE
photo by http://www.flickr.com/photos/intvgene/370973576
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Promotion and Integration Tips
Push your campaign to success by
integrating the campaign into all aspects of
promotion.
- Add information about the campaign to your
website and social media profiles
- Include campaign link in your email signature and
marketing materials
- Find bloggers to create buzz
- Encourage community to spread the word
- Create offline events to supplement online
fundraising
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EVALUATION
Technology amplifies the impact of peer-to-peer fundraising. Use
these factors to select the right one.
Budget
How much can I spend on fundraising? Is there a risk in making this
purchase?
Branding
Is my branding and messaging preserved? Will it be lost in the tech?
Resources
Will the tech take expertise to operate? How much time can we spare?
Support Base
Do we have a support base that can be engaged in fundraising? Are
they communicating and comfortable online?
Fundraising Culture
How do we generate our revenues? Do we focus on individuals?
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THANK YOU!
Visit or contact us here:
http://www.causevox.com
http://www.causevox.com/blog
Facebook/Twitter: causevox
Notes de l'éditeur
Bruce Barton founder of BBDO, is often referred to as the one of the first documented people to do p2p fundraising. The story:In 1925, there was a college in Kentucky called Berea educated the local small townsStudents were poor. They raised their own food, milked their own cows, make crafts.School was running a deficit. They could turn down 1500 students or start charging – which becomes a school for the wealthy.- Mr. Barton he wrote a fundraising letter to ask for donations. Asked 25 people for $1000 each to help kids in the South.
Bruce Barton founder of BBDO, is often referred to as the one of the first documented people to do p2p fundraising. The story:In 1925, there was a college in Kentucky called Berea educated the local small townsStudents were poor. They raised their own food, milked their own cows, make crafts.School was running a deficit. They could turn down 1500 students or start charging – which becomes a school for the wealthy.- Mr. Barton he wrote a fundraising letter to ask for donations. Asked 25 people for $1000 each to help kids in the South.
Bruce Barton founder of BBDO, is often referred to as the one of the first documented people to do p2p fundraising. The story:In 1925, there was a college in Kentucky called Berea educated the local small townsStudents were poor. They raised their own food, milked their own cows, make crafts.School was running a deficit. They could turn down 1500 students or start charging – which becomes a school for the wealthy.-Mr. Barton he wrote a fundraising letter to ask for donations. Asked 25 people for $1000 each to help kids in the South.-All 25 donated. 250 students helped.http://www.sofii.org/sofii%20assets/281BBmajordonorletter.pdf
Bruce Barton founder of BBDO, is often referred to as the one of the first documented people to do p2p fundraising. The story:In 1925, there was a college in Kentucky called Berea educated the local small townsStudents were poor. They raised their own food, milked their own cows, make crafts.School was running a deficit. They could turn down 1500 students or start charging – which becomes a school for the wealthy.-Mr. Barton he wrote a fundraising letter to ask for donations. Asked 25 people for $1000 each to help kids in the South.-All 25 donated. 250 students helped.http://www.sofii.org/sofii%20assets/281BBmajordonorletter.pdf
Technology helps you replicate and scale peer-to-peer fundraising to a cost effective model
Benefits Augments the fundraising function at a low cost Engages supporters to get them involved Increases support base and raises fundingChallenges Developing a campaign strategy Creating communication and messaging Motivating supporters to take action Managing the campaign
Because peer-to-peer fundraising can be confusing, we developed the 10 principles to help non-profits be successful.
1. SpecificObjectives should be focused, clear, and unambiguous. Being specific sets expectations on the same level and helps everyone get on the same page. Specific objectives are easier to measure, too.2. MeasurableObjectives that are measurable allow you to track and report progress; they help define success for your supporters and stakeholders. In addition, measurable objectives let you know if efforts need to be adjusted to be more effective.3. AttainableObjectives that are realistic yet require a stretch or effort to reach them. The objective can’t be out of reach or below what is reasonably achievable. Setting attainable objectives sets a meaningful course for the campaign.4. RelevantRelevance means that objectives are aligned with your mission and cause. Campaign objectives that don’t further your mission or cause become a distraction from a non-profit’s true purpose. Irrelevant objectives may even confuse supporters.5. TimelyCampaigns must have a start and end date. This motivate supporters and creates urgency in the campaign. Cultural and world events should also be considered to provide timeliness to a campaign.Humanize the objectives by…Simplicity – Keep objectives simple and clear to make it easier to understandEvocativeness - Bring strong images, memories, or feelings to mind make the objective tangible and stickyEmpathy - Help people identify and sympathize with the objective, making it easier to connect with
1. SpecificObjectives should be focused, clear, and unambiguous. Being specific sets expectations on the same level and helps everyone get on the same page. Specific objectives are easier to measure, too.2. MeasurableObjectives that are measurable allow you to track and report progress; they help define success for your supporters and stakeholders. In addition, measurable objectives let you know if efforts need to be adjusted to be more effective.3. AttainableObjectives that are realistic yet require a stretch or effort to reach them. The objective can’t be out of reach or below what is reasonably achievable. Setting attainable objectives sets a meaningful course for the campaign.4. RelevantRelevance means that objectives are aligned with your mission and cause. Campaign objectives that don’t further your mission or cause become a distraction from a non-profit’s true purpose. Irrelevant objectives may even confuse supporters.5. TimelyCampaigns must have a start and end date. This motivate supporters and creates urgency in the campaign. Cultural and world events should also be considered to provide timeliness to a campaign.Humanize the objectives by…Simplicity – Keep objectives simple and clear to make it easier to understandEvocativeness - Bring strong images, memories, or feelings to mind make the objective tangible and stickyEmpathy - Help people identify and sympathize with the objective, making it easier to connect with
1. SpecificObjectives should be focused, clear, and unambiguous. Being specific sets expectations on the same level and helps everyone get on the same page. Specific objectives are easier to measure, too.2. MeasurableObjectives that are measurable allow you to track and report progress; they help define success for your supporters and stakeholders. In addition, measurable objectives let you know if efforts need to be adjusted to be more effective.3. AttainableObjectives that are realistic yet require a stretch or effort to reach them. The objective can’t be out of reach or below what is reasonably achievable. Setting attainable objectives sets a meaningful course for the campaign.4. RelevantRelevance means that objectives are aligned with your mission and cause. Campaign objectives that don’t further your mission or cause become a distraction from a non-profit’s true purpose. Irrelevant objectives may even confuse supporters.5. TimelyCampaigns must have a start and end date. This motivate supporters and creates urgency in the campaign. Cultural and world events should also be considered to provide timeliness to a campaign.Humanize the objectives by…Simplicity – Keep objectives simple and clear to make it easier to understandEvocativeness - Bring strong images, memories, or feelings to mind make the objective tangible and stickyEmpathy - Help people identify and sympathize with the objective, making it easier to connect with
1. SpecificObjectives should be focused, clear, and unambiguous. Being specific sets expectations on the same level and helps everyone get on the same page. Specific objectives are easier to measure, too.2. MeasurableObjectives that are measurable allow you to track and report progress; they help define success for your supporters and stakeholders. In addition, measurable objectives let you know if efforts need to be adjusted to be more effective.3. AttainableObjectives that are realistic yet require a stretch or effort to reach them. The objective can’t be out of reach or below what is reasonably achievable. Setting attainable objectives sets a meaningful course for the campaign.4. RelevantRelevance means that objectives are aligned with your mission and cause. Campaign objectives that don’t further your mission or cause become a distraction from a non-profit’s true purpose. Irrelevant objectives may even confuse supporters.5. TimelyCampaigns must have a start and end date. This motivate supporters and creates urgency in the campaign. Cultural and world events should also be considered to provide timeliness to a campaign.Humanize the objectives by…Simplicity – Keep objectives simple and clear to make it easier to understandEvocativeness - Bring strong images, memories, or feelings to mind make the objective tangible and stickyEmpathy - Help people identify and sympathize with the objective, making it easier to connect with
What do you do to understand your supporters?Follow the scientific process -- start with gather data, create a hypothesis, test/validate, revise1. Supporter Personas – a small set of fictitious profiles of supporters that represent your support base. Personas are used to tailor communications and messaging.2. Empathy Maps – a simple profiler that helps you develop an understanding of a supporter’s environment, behavior, concerns, and aspirations.
A persona is a fictional person that represents supporters; it is usually illustrated as a profile. These personas are a tool to put a face to different groups of supporters. First think about the different groups of supporters of your non-profit and then develop a persona for each one. Personas can be created through interviews with samples of supporters or by looking through three categories of data points. StatisticsLook at the data, such as demographics, of your audience, which includes their age, income, and even profession. These differences will help you relate better. For example, talking to an inner-city teenager is different than talking to a suburban mom. CultureLook at both their cultural and social backgrounds. Your audience each belongs in cultural or social groups that influence their preferences and behaviors. For example, Republicans and Democrats have differing views on fiscal policy.LifeYour audience's perspective is always colored by their life experiences. It's these experiences that shape what we believe in, what we fear, and what connects to us. For examples, New Orleans residents that lost their homes from Katrina have a different outlook on disasters than New Yorkers from 9/11.
Creating an Empathy MapAfter creating personas, gain a deep understanding of persona through an Empathy Map. The Empathy Map was developed by XPLANE, an information design consultancy. For each persona, put them in the center of the Empathy Map and ask the six categories of questions. From this exercise, it will provide a deep understanding of a supporter’s thoughts/feelings, influencers, behavior, environment, and pain/gain. What do supporters think/feel? Inner workings of their mind What is really important to them? What drives them? What worries them? Describe their aspirationsWhat do supporters listen to? Influence of the environment What do friends or family say? Who influences them and how?What communication channels are influential?What do supporters see? View of their environment What does it look like? Who surrounds them? Who are their friends? What causes are they exposed to? What problems do they encounter?What do supporters say/do? Behavior in public What is their attitude? What could they be telling others?Are there conflicts between what they say/do and truly think/feel?What is the supporter’s pain? What are their frustrations? What obstacles are there? What gives them apathy?What is the supporter’s gain? What do they truly want? How do they measure impact? What gives them passion?
Creating an Empathy MapAfter creating personas, gain a deep understanding of persona through an Empathy Map. The Empathy Map was developed by XPLANE, an information design consultancy. For each persona, put them in the center of the Empathy Map and ask the six categories of questions. From this exercise, it will provide a deep understanding of a supporter’s thoughts/feelings, influencers, behavior, environment, and pain/gain. What do supporters think/feel? Inner workings of their mind What is really important to them? What drives them? What worries them? Describe their aspirationsWhat do supporters listen to? Influence of the environment What do friends or family say? Who influences them and how?What communication channels are influential?What do supporters see? View of their environment What does it look like? Who surrounds them? Who are their friends? What causes are they exposed to? What problems do they encounter?What do supporters say/do? Behavior in public What is their attitude? What could they be telling others?Are there conflicts between what they say/do and truly think/feel?What is the supporter’s pain? What are their frustrations? What obstacles are there? What gives them apathy?What is the supporter’s gain? What do they truly want? How do they measure impact? What gives them passion?
CommunicationsAccountingTechnology
What do you think the roles and responsibilities are?Capacity is the infrastructure of the non-‐profit. In deploying an online fundraising campaign, identify roles and resources that are aligned with campaign objectives and supporters. Use insights gathered from the previous two exercises and understand if your staff has the capacity to meet those areas. Specify who is responsible for developing messaging, communicating with advocates and supporters, monitoring accounting, and delivering technical support. - Communications- Accounting- Technology
Describe the campaign clearly and concisely and note what action you want the reader to takeDistill your program and mission into one ideaMake the content emotive to help the reader relate to your campaignInclude metrics on your organization’s impactCreate content for a short attention span - Keep the content to 150 - 175 words - 2 minutes per pageUse mixed media to capture audiencesC – Clear/ConciseO – One IdeaM - MetricsP - Personal E - EmotiveL – Latch – mixed media, short attn spans
Describe the campaign clearly and concisely and note what action you want the reader to takeDistill your program and mission into one ideaMake the content emotive to help the reader relate to your campaignInclude metrics on your organization’s impactCreate content for a short attention span - Keep the content to 150 - 175 words - 2 minutes per pageUse mixed media to capture audiencesC – Clear/ConciseO – One IdeaM - MetricsP - Personal E - EmotiveL – Latch – mixed media, short attn spans
Describe the campaign clearly and concisely and note what action you want the reader to takeDistill your program and mission into one ideaMake the content emotive to help the reader relate to your campaignInclude metrics on your organization’s impactCreate content for a short attention span - Keep the content to 150 - 175 words - 2 minutes per pageUse mixed media to capture audiencesC – Clear/ConciseO – One IdeaM - MetricsP - Personal E - EmotiveL – Latch – mixed media, short attn spans
Describe the campaign clearly and concisely and note what action you want the reader to takeDistill your program and mission into one ideaMake the content emotive to help the reader relate to your campaignInclude metrics on your organization’s impactCreate content for a short attention span - Keep the content to 150 - 175 words - 2 minutes per pageUse mixed media to capture audiencesC – Clear/ConciseO – One IdeaM - MetricsP - Personal E - EmotiveL – Latch – mixed media, short attn spans
- Use Principle #2 to tailor your messaging- Create your own urgency- Connect donor dollars to an outcome or something tangible – ex. Restore days of housing, HFNY toys
- Track progress: Number of supporters, supporter pledged amount, days left, amount raised- Use forecasting to figure out how hard you need to push 35% of pledged amount = actual amount 70% of pages will be active
- Help them put your mission into their own words- Get them to champion the campaign- Coach instead of fundraise
- Help them put your mission into their own words- Get them to champion the campaign- Coach instead of fundraise
- Track progress: Number of supporters, supporter pledged amount, days left, amount raised- Use forecasting to figure out how hard you need to push 35% of pledged amount = actual amount 70% of pages will be active