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The Digital
Fundraising
Handbook
Persuading more people to give online




                                        1
Contents                                              Introduction

                                 Part 1: Tuning the donation journey	        page 4    Everyone we spoke to for this handbook was excited and curious about digital
                                                                                       fundraising. The internet has transformed many charities, and it presents a wealth
                                 Reciprocity	                                page 6
                                                                                       of opportunities for fundraising too.
                                 Appeal to all parts of the brain	           page 8
                                                                                       It can multiply your reach – perhaps overseas, perhaps with a younger audience, or
                                 In practice: maximise social information	   page 10
                                                                                       possibly with niche interest groups. It’s easy to set up new experiments, it’s flexible
                                 Don’t treat everyone the same	              page 12   and you can react quickly to data and audience feedback. Local, personalised and
                                                                                       light-touch communications should help keep supporters engaged and reduce
                                 In practice: photography	                   page 14
                                                                                       attrition rates.
                                 Part 2: Persuading more people to give	     page 16
                                                                                       The statistics seem to bear this out too. Estimates put the average online donation at
                                 Does online giving lack emotion?	           page 20   between two to four times higher than offline. In short, digital fundraising ought to be
                                 Should fundraising be everywhere?	          page 22   a fantastic return on investment.

                                 In practice: challenge yourself	            page 24   However, the digital revolution has not yet had the impact we’d expect. The total
                                 Are we involving donors enough?	            page 26   amount given to charity has not risen significantly, online giving still remains a tiny
                                                                                       slice of the fundraising pie and charities lag way behind other industries, such as retail.
                                 Does peer-to-peer make us forgettable?	     page 28
                                                                                       It’s time to be more ambitious, and that’s why we’ve written this book. It celebrates
                                 Can our stories take us to new places?	     page 30
                                                                                       the many successes of digital fundraising, as well as examining how we can do better.
                                 One last thing: Giving as investment	       page 32   Part one establishes just what we mean by digital fundraising, and then looks at how
                                 Thank you	                                  page 34   we can improve the donation journey. The second part discusses ‘the thinking’,
                                                                                       or how can we convince more people to give.

                                                                                       We hope you like it.

                                                                                       The Public Zone team




2   thisiszone.com/public-zone                                                                  This handbook was written and printed in 2012 and is the third in the series.        3
Part 1

                                       What is digital fundraising?                   It’s never been easier to give




    The
                                       In all the excitement about digital            With online fulfilment, charities have
                                       fundraising – or online giving, or             created a new way for supporters to give.
                                       multi-channel donation journeys –
                                                                                      Given the usual cost and technical
                                       there is some confusion about what




    Doing
                                                                                      complexity of big digital projects, it’s
                                       exactly these words stand for.
                                                                                      fantastic that almost all charities have now
                                       Do we mean donations processed                 created a new fulfilment platform online.
                                       through your website? That includes            Setting this up was the correct first step
                                       mobile too, right? How about something         for digital fundraisers.
                                       less direct, such as the income that
                                                                                      Reassuringly, 92 per cent of people say
    Fine-tuning the donation journey   comes in offline as a result of a social
                                                                                      they’re happy with the experience of
                                       media campaign? We like to think of it
                                                                                      giving to charity – up 12 points since
                                       in two parts: the doing and the thinking.
                                                                                      2006. Perhaps this is due to the fact that
                                       The doing                                      we’ve made it easy to give online.
                                       This is the fulfilment side: providing new
                                                                                      There’s a huge amount of good thinking
                                       ways for supporters to give you money
                                                                                      and ideas in this area now. There are
                                       via technology.
                                                                                      plenty of blog posts and expert guides on
                                       The thinking                                   perfecting the donation journey. We have
                                       This is the role digital plays in              created a list of the best on our website at
                                       persuading people to give.                     thisiszone.com/digital-fundraising-guides

                                                                                      As for this book, we’ve looked a little
                                                                                      further ahead. So here are our get-ahead-
                                                                                      of-the-game top tips for the next few
                                                                                      years. We think these will get a few more
                                                                                      people giving to your charity.

                                       All the studies and statistics cited in this
                                       handbook are available on our website at
4     thisiszone.com/public-zone       thisiszone.com/digital-fundraising-studies                                                  5
Reciprocity

    What’s the idea?                            The reciprocity rule works best if
    Several studies in social psychology        your audience feels they’re receiving
    have established something called           something from real people, not a
    the rule of reciprocity. It says that if    faceless website. Show off your staff
    somebody does you a favour, you’ll          photos or talk about how this page
    likely feel some emotional obligation to    was created, and make that connection
    give something back in return.              really explicit.

    Researchers have also looked at how         Set the tone early and assertively. When
    this works on the internet. When we         you publish a big new web page, or
    use Wikipedia or Gmail – or make use        start a new online service, shout loudly
    of helpful information and services on a    about how donations made it happen
    charity’s website – we feel grateful and    and are needed to keep it up.
    more inclined to give something back

    How can we use it?
    Provide an obvious way for users to
    repay this ‘reciprocity gap’. This should
    be directly connected to what the user
                                                                                           Read more
    has received, so a big generic donate
    button isn’t always best.
                                                When we make use of helpful                For more tips on using
    Try something far more specific such as:    information and services on                psychology and emotion
    “Did you find this stress-beating advice    a charity’s website, we feel               in your website, search for
    useful? Give a small donation today so      grateful and more inclined                 ‘Designing For Emotion’
    we can keep this page up to date.”
                                                to give something back.                    by Aaron Walter.




6      thisiszone.com/public-zone                                                                                        7
Appeal to all parts
               of the brain
    What’s the idea?                           How can we use it?
    Thanks to extensive research on            Websites have the space to appeal to
    decision making, we now know there         all three parts of the brain, much more
    are broadly three physical parts of the    so than a poster or a mail drop.
    brain that evaluate action.
                                               Take all of your fundraising messages
    One part deals with quick, gut-reaction    and separate them out by what part of
    decisions and responds best to a visual    the brain they’re trying to reach. Keep
    message. Another part listens to how       them strictly separate so that they
    we’re feeling, and responds best to an     each have the most impact.
    emotional appeal.
                                               Since the three parts work in order, use
    Finally, there’s a separate part that      numbers and statistics only right at the
    deals with rational evidence. It lets us   end. So take off those emotive images
    weigh up the pros and cons before          from the last part of the donation form
    making a decision.                         and replace them with logical graphs
                                               and statistics about how the money is
                                                                                          Read more
                                               spent wisely.
                                                                                          Neuroscience and persuasive
                                                                                          design is an emerging field
                                                                                          in digital. Susan Weinschenk’s
                                               Take all of your fundraising               book ‘Neuro Web Design:
                                               messages and separate them                 What Makes Them Click?’
                                               out by what part of the brain              is easy to read and gives
                                               they’re trying to reach.                   you loads of practical tips.




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Maximise social
In practice




                 information
                 Using extremes not averages



      How much did other people give?            Although these recent gifts may
      Social information is powerful stuff.      include large donations that encourage
      When we’re not sure what to do, we         further generosity, they may also
      take cues from others like us. So when     include some small donations.
      emotional and logical appeals from the     Displaying a small donation gives
      charity aren’t quite enough, include       people permission to do the same.
      evidence of what other people have
                                                 On the other hand, Virgin Money
      done before.
                                                 highlights the biggest donation so far.
      For example, we’ve all looked at
                                                 Showing off a single large donation of
      JustGiving’s list of recent donations to
                                                 £100 can boost the average amount
      help decide how much to give.
                                                 given by as much as £30.
      However, just showing the recent
      donations tends to make people
      converge on a smaller amount.




                                                 One generous donation of
                                                 £100 can increase the average
                                                 amount given by 30 per cent.




 10      thisiszone.com/public-zone                                                        11
Don’t treat
                everyone the same
     What’s the idea?                          How can we use it?
     We utilise segmentation techniques        Earlier this year, Google Analytics



                                                                                                                   b
     when using campaigning tools such         quietly introduced a very powerful tool
     as letters or direct mail, but websites   called Content Experiments, which
     are often left as an all-purpose          lets you test out multiple versions of a
     shop window.                              page, all of them live at the same time.

     However, a leisurely weekend browse
     on the laptop is very different to
     snatching a hurried five minutes on
     the work computer. Similarly, a visitor
                                               Create four subtly different versions
                                               of your homepage, or five different
                                               donation buttons, and see immediately
                                               which is the most effective. What are
                                                                                           a
     reading your news page is quite           the right words, the right colours and
     different to someone searching for a      the best way to get someone to act?
     local support group. And we haven’t
                                               Use it to continually try out new things,
     even mentioned behaviour on mobiles
                                               and build up a record of the most
     and tablets.
                                               inspiring way to ask different visitors
     The solution lies in using data.          at different times.                             Read more
     Record all of the information on
     how people are using your website,                                                        If you want to know more
     change one feature, and assess the                                                        about making decisions from
     impact immediately.
                                               A visitor reading your news                     audience behaviour, you
                                               page is very different to                       should read our previous
                                               someone searching for                           handbook on user research
                                               a local support group.                          at thisiszone.com/public-zone




12      thisiszone.com/public-zone                                                                                             13
Photography
In practice




                 Putting photos to the test



      To find out what makes people            Similarly, holiday rental platform
      donate, micro-lending charity website    Airbnb found that properties with
      Kiva records and tests all of the        professional photos are booked two
      photos used alongside their global       and a half times more than those
      fundraising projects.                    without – so they send out a proper
                                               photographer to your home whenever
      Researchers found that projects with
                                               they can.
      pretty, slim and light-skinned females
      receive the most donations.              For charities, photography is often
                                               used as a generic extension of brand
      Kiva has opened up its photography
                                               values, but we could think about it
      data to other researchers so they can
                                               differently. Find out exactly what sort
      examine how other elements influence
                                               of photography makes people give
      donor behaviour. What happens when
                                               more by testing it on your live website.
      the photo is staged, professional or
      formal? When the subjects smile or
      look sad? And how does this vary by
      region and gender?




                                               By testing live, Airbnb
                                               found that properties with
                                               professional photos are
                                               booked 2.5 times more
                                               than those without.




 14      thisiszone.com/public-zone                                                       15
Part 2

                                     Online fundraising is                 Charities still receive only seven per




     The
                                     not yet a success story               cent of their funding income online.
                                     The National Council for Voluntary    During 2012, half of charities saw
                                     Organisations and the Charities Aid   no increase in this proportion. Many
                                     Foundation published their latest     actually saw a decrease.




     Thinking
                                     survey of UK charitable giving in
                                                                           The retail sector provides a sharp
                                     November 2012.
                                                                           contrast. E-commerce provides 13.2 per
                                     While the headline finding was        cent of its income, and this is estimated
                                     a 20 per cent drop in total giving,   to grow to one-third over the next
                                     we were more surprised to see that    10 years. Why isn’t the charity sector
     Persuading significantly more   online giving has remained static     keeping pace?
     people to give to charity       over the past two years.



                                                                           In 2012 many charities saw
                                                                           a decrease in the proportion
                                                                           of fundraising income via
                                                                           the internet.




16     thisiszone.com/public-zone                                                                                      17
Very few of us donate online              You would expect there to be a gap,       Why is it so important to get            Thinking beyond the donation journey
     We compared how many UK adults            given that more people shop than          people giving online?                    Improving the little details of the user
     have shopped online with how many         give to charity. But even when you        Aside from the obvious cost benefits,    journey is really important, and will
     have donated online.                      take this into account, it’s still a      we’re seeing a larger trend – one best   definitely help conversion rates.
                                               five-fold difference.                     articulated by a recent announcement
     The results are extraordinary. Although                                                                                      But given that 92 per cent of donors
                                                                                         from Amazon. In August 2012, Amazon
     two-thirds of UK shoppers have            Spending money online is an                                                        are happy with the experience of giving
                                                                                         UK reported that it now sells more
     shopped online, only one in 14 charity    established, normal, everyday activity.                                            to charity, we believe that further
                                                                                         Kindle eBooks than printed books.
     supporters have donated online.           We’re ready to spend, but we’re not                                                improvements to the fulfilment journey
     That’s only four per cent of the adult    inspired enough by charities to spend     However, this isn’t a straightforward    will have diminishing returns.
     UK population.                            with them.                                case of digital cannibalising print –
                                                                                                                                  We keep hearing the same reasons for
                                                                                         because of this digital innovation,
                                                                                                                                  why digital fundraising hasn’t taken off
                                                                                         sales of all books rose by more than
                                                                                                                                  yet: risk-aversion and lack of resources.
                                                                                         six per cent.
                                                                                                                                  Yes, these are significant issues, but they
                                                                                         How do we generate the same impact       aren’t going away anytime soon.
                                                                                         for charities?
                                                                                                                                  We wanted this book to move the
                                                                                                                                  debate forward, so here are five
                                                                                                                                  brainteasers that we’re trying to figure
                                                                                                                                  out. Take some time out with your team
                                                                                                                                  to discuss them.




        Only four per cent of UK adults have donated online.
        In contrast, 66 per cent have shopped online.


18      thisiszone.com/public-zone                                                                                                                                              19
Does online giving
                lack emotion?
     Giving without thinking                  Ask people to spend some                  Let people explore and read in depth     Not all of our digital content has to be
     Striving to solve fulfilment, we may     time with you                             At the same time there has been a        short and snappy and condensed into
     have taken one too many lessons from     Offline, fundraisers take care and time   boom in long-form articles on the web    bullet points. Perhaps we should try
     e-commerce. With a focus on the          to bring warmth and feeling to the        and the proliferation of sites such as   writing some much longer articles, such
     quickest, clutter-free journey to the    introduction of a topic, or to explain    TheFeature.net and LongReads.com         as a detailed explanation of a recent
     thank-you page, have we made the         the genuine need to give. The best        that “handpick the finest articles and   fundraising decision, or interviews with
     online giving experience too cold        fundraisers make the opportunity to       essays” for you to savour over time.     long-supporting donors.
     and superficial?                         donate feel exciting and new patrons      They highlight the demand for in-
                                              leave with a huge smile and a glow in     depth and comprehensive information
     One of the reasons people enjoy
                                              their belly.                              on a subject.
     e-commerce is because it’s so easy.
     This is why mobile text giving and       Should we be creating experiences                                                  The best fundraisers make
     emergency appeals go so well             that go against the grain of the super-                                            the opportunity to donate
     together: you can act now in response    quick, light-touch nature of social                                                feel exciting.
     to a shock, then put the phone back in   media and the internet?
     your pocket and get on with your day.
                                              The slow web
     However, the speed and lack of           We’re not the only ones talking
     emotion creates an unmemorable           about the need to relax the internet
     experience, damaging our ability         a little – some are calling it the slow
     to convert these donors into             web movement. It’s concerned with
     long-term supporters.                    routines and doing things at your
                                              own pace.
     Do we really want people to give
     without thinking?                        For example, ‘read-it-later’ services
                                              such as Pocket and Instapaper let you
                                              save a long web page to your phone
                                              or tablet and relax with it when it’s
                                              more convenient.

20      thisiszone.com/public-zone                                                                                                                                          21
Should fundraising
                be everywhere?
     Interrupting people doesn’t              Create an effortless next step               Charities could copy this, but with a     Financial asks can come later
     make sense                               Taking five minutes to get out your          twist: instead of rating the page with    These are small, easy, nice things for
     Most site visitors haven’t come to       credit card or fill in a three-stage form,   a star button, we could try creating a    the visitor to do to help. Only after
     donate. Depending on the charity,        no matter how perfectly designed it is,      ‘thank you’ button that does nothing      they’ve taken this easy step could we
     they may be in vulnerable or sensitive   is an obstacle that will always put off      except quietly tell the team that their   follow up by turning the button or the
     situations. Should we interrupt them     lots of people. Instead, can we create       effort was appreciated. Or in a similar   checkbox into an email form, with a
     constantly to ask for a donation?        smaller things for them? Actions that        vein, we could include a ‘this helped     message such as: “We’re really glad
                                              are so minor and effortless they feel        me’ checkbox at the bottom of a page.     this helped you – it’s what we do. Can
     On the one hand, we want to deliver
                                              like a natural next step?                                                              we send you an email next time we
     what they came for without annoying
                                                                                                                                     create something similar that we think
     them, especially before we’ve made       Getting this first interaction is crucial
                                                                                                                                     you’ll find useful?”
     a good impression. That isn’t what       for distinguishing between warm and
     charities stand for and it’s unlikely    cold visitors, so that we can follow up      Less than 1 in 500 charity                If they’ve done that as well, then it’s
     to succeed.                              appropriately later.                         website visits ends in                    absolutely appropriate to put a strong
                                                                                           a donation.                               fundraising ask in a follow-up email
     And on the other hand, the number        Something small on every page
                                                                                                                                     later that day or week. It started with
     one reason people give money is          Publishers and bloggers have long
                                                                                                                                     something really small, but now we
     because they are asked to, so we         understood the need to try to get a
                                                                                                                                     have an email list of warm leads to
     shouldn’t just let them go. In our       quick bit of extra engagement from
                                                                                                                                     follow up.
     experience less than 1 in 500 charity    their readers.
     website visits ends in a donation.
                                              Likes, comments, favourites, star-
     Surely we can improve this!
                                              ratings and thumbs-up/thumbs-down
                                              votes are all small ways to generate a
                                              bit more of a connection with readers
                                              and get some feedback about a
                                              blogger’s work.




22      thisiszone.com/public-zone                                                                                                                                             23
Challenge yourself
In practice




                 Letting users tell you what works



      Ask an easy question                       Take a list of what you consider to be
      Campaign sites such as Robin Hood          your most indisputable fundraising
      Taxes are good at drawing you in with      asks and messages, and scatter
      an easy question.                          questions like this throughout your
                                                 site. You’ll find out quickly which ones
      It’s a common technique in advertising,
                                                 effectively draw people in and which
      and the questions often work in
                                                 ones aren’t as unquestionable as
      reverse – in this case imagine asking if
                                                 you thought.
      you agreed with keeping our financial
      services sector competitive and strong
      for the sake of the economy. How far
      can we take this principle?




 24      thisiszone.com/public-zone                                                         25
Are we involving
                donors enough?
     Donors demand more                         Digital gives us an opportunity to         They have taken the idea of ring-   An ongoing thank you
     In general, supporter satisfaction with    be more transparent about how              fenced donations to the extreme     After a donation, shouldn’t the thank-
     charities is going up, but not in every    things work. It might take months for      and turned it into an impressive    you message last longer than just the
     respect – donors are becoming less         someone’s donation to total up with        communications asset.               confirmation page? This is especially
     satisfied with the information they        others into something that can be                                              true for regular givers.
     receive about how donations are used.      used on the ground, or years to start
                                                                                                                               We could ask someone on the team
                                                something new. We could better share
     Digital and social media have changed                                                                                     responsible for using a campaign’s
                                                and involve people in this journey.        Donors now demand detailed,
     donor expectations. They now demand                                                                                       funds to do a fortnightly blog about
     detailed, personalised information about   Social media is the perfect place to       personalised information            how it’s going (or do a quick two-
     the impact their money has made.           talk directly with supporters, explain     about the impact their              minute video interview), and then
                                                work without jargon and clear up any       money has made.                     send email updates about it to new
     How can we use digital to prove it?
                                                controversies. One idea is to hold a                                           donors. Over time, this would create an
     Make real-time progress available          monthly Q&A session on Twitter with                                            impressive archive of work and impact.
     Online, there’s a chance to do more        a member of staff from every team.
     than just a monthly update on what
                                                Live feedback on a donation
     the charity has been doing and how
                                                Representing the extreme end of the
     the big capital project is progressing.
                                                scale is charity: water. It is the case
     Should we be decentralising our            study de rigeur these days, and there’s
     digital work, and making the team          a reason for that – the charity has
     responsible for spending project funds     put a significant amount of money
     also responsible for updating donors?      into turning its digital presence into
                                                a near-live account of all its work,
                                                linked to all the individual donors that
                                                made it happen. Search on Google for
                                                ‘dollars to projects’ and prepare to be
                                                impressed.


26      thisiszone.com/public-zone                                                                                                                                       27
Does peer-to-peer
                make us forgettable?
     It’s the big growth area                   Is this actually a threat?                 Short-term donors,                         Take back control
     Peer-to-peer fundraising (where            However, is this trend damaging our        not long-term supporters                   Action for Children decided to get
     supporters ask on behalf of a charity)     ability to create long-term supporters?    Movember has radically changed the         ahead of this issue by re-inventing
     and external donation platforms (such      It means losing control of your brand,     demographic profile of men’s health        how they did online fundraising.
     as JustGiving) are fantastic revenue       your asks and your relationships           supporters. It has raised millions, but    They’ve created an entirely new online
     opportunities for charities. They’re the   with supporters.                           it hasn’t significantly raised awareness   platform, and are transforming how
     big growth areas for digital fundraising                                              for prostate and testicular cancer, nor    funds go from donors to local projects
                                                Quick – think of the charities you’ve
     at the moment.                                                                        has it delivered long-term donors for      – look at my.actionforchildren.org.uk
                                                donated to this year via JustGiving.
                                                                                           these charities.
     In fact, 90 per cent of online donations   It’s hard, because you didn’t feel like                                               Not everyone can or should create
     are not made on charity’s websites –       you were donating to the charity.          Perhaps we should be using peer-to-        something like this right away. So,
     they are made on third-party platforms     You were donating to your friend.          peer and external platforms only for       should we be demanding more from
     created by businesses or new starters                                                 large projects such as big challenge       the donation partners we work with?
                                                In an unexpected twist, charities
     filling a gap, sites such as BT MyDonate                                              events. It’s a difficult call.
                                                now risk becoming an increasingly
     and Vodafone Txt Giving.
                                                incidental part of the donation journey.

                                                                                                                                      90 per cent of the fulfilment
                                                                                                                                      income charities receive
                                                                                                                                      online doesn’t happen on
                                                                                                                                      their own websites.




28      thisiszone.com/public-zone                                                                                                                                             29
Can our stories take
                us to new places?
     Charity stories are often                  If one of your supporters runs the         Creating a popular blog about the          Control the narrative
     the most inspiring                         marathon in record time, would you         Football League’s best strikers –          Movember has taken this to the next
     It’s your stories that engage people       think of contacting running blogs?         who wear the number nine – has             level. By using the moustache, a
     online. This is something charities have   Imagine a story about how running for      catapulted the charity’s message into      strong male emblem, and connecting
     long understood in their traditional       charity can inspire you to run harder      an entirely new arena, and significantly   it with the challenge of 30-day growth,
     awareness and fundraising campaigns.       (and get you a free place). These kinds    increased traffic to the Prostate UK       they have created a hugely compelling
                                                of stories can reach new people and        website, where there is plenty of          story. Any mention of the moustache
     As an agency, we work with major
                                                give them a reason to join you.            content about the prostate.                – and in some ways manliness – is
     brands such as Coca-Cola and Tesco,
                                                                                                                                      now connected to Movember during
     which are already exploiting new           Apply your values in new areas
                                                                                                                                      November. It is no accident that many
     opportunities in digital storytelling to   Over the past decade charities have
                                                                                                                                      of the staff at Movember have editorial
     reach new audiences.                       invested significantly in their brands.    It is no accident that many of
                                                                                                                                      backgrounds.
                                                This includes defining a tone of voice.    the staff at Movember have
     Charities have amazing, everyday
                                                Could we use these principles to take      editorial backgrounds.                     We believe content, and a more
     stories from supporters, staff,
                                                us into new places? For example,                                                      conversational, always-on approach to
     volunteers and local groups that
                                                health charities don’t need to always                                                 storytelling, is going to have a major
     are hugely inspiring and interesting,
                                                tell their stories in a medical context.                                              impact in the future.
     potentially far more so than those
     from brands. Are we using them             We recently faced this challenge with
     effectively online?                        Prostate Cancer UK, who became
                                                partners with the Football League.
     Join new conversations
                                                We were reluctant to talk directly to
     This book has already covered inspiring
                                                football fans about prostate cancer,
     people on your website. However, your
                                                but we did have a strong message
     best stories don’t need to live only on
                                                about one in nine men in the UK being
     your own platforms.
                                                affected by the disease.




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One last thing

                                                                               Donors have become investors




     Giving as
                                  We couldn’t finish this book without
                                  including what we think is the most          These innovations are coming from
                                  exciting development in online               new organisations, not within charities,
                                  fundraising – giving as investment.          so let’s learn as much as we can.
                                                                               Their trademarks are very direct




     investment
                                  It’s a game-changer.
                                                                               giving – such as to local projects –
                                  It wasn’t a donation
                                                                               a real element of risk to the project’s
                                  Perhaps there’s a simpler reason
                                                                               success, and returning something
                                  why only four per cent of UK adults
                                                                               tangible to the supporter. Donors
                                  say they’ve given to charity online –
                                                                               have become investors.
                                  perhaps when they gave money, they
                                  didn’t think of it as donating.
                                                                               Perhaps the internet has
                                  Has a massive shift happened in digital      already uncovered an
                                  fundraising? There are a number of           entirely new way of giving.
                                  ‘donation’ platforms that are changing
                                                                               It’s an exciting thought.
                                  the very definition of the word.

                                  Amateur funding platforms such as
                                  Kickstarter and IndieGoGo, micro-
                                  lending service Kiva, and checkout
                                  round-it-up-for-charity service Pennies
                                  have all used the internet to dramatically
                                  change how we give to others. As of
                                  September 2012, the world has given
                                  just short of half a billion pounds to
                                  Kickstarter and Kiva combined.




32   thisiszone.com/public-zone                                                                                           33
Thank you

     Public Zone would like to thank the
     many people who contributed their time
     and insight to this handbook, including
     Craig Linton, Dean Benton, Celina
     Ribeiro, Adrian Hon and many others.

     Special thanks to our own fundraising
     expert, James Brown.




34     thisiszone.com/public-zone              35
t: 020 7267 4774
                                      e: info@thisiszone.com

                                  thisiszone.com/public-zone
36   thisiszone.com/public-zone
                                       twitter.com/publiczone

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Digital fundraising-handbook-public zone

  • 2. Contents Introduction Part 1: Tuning the donation journey page 4 Everyone we spoke to for this handbook was excited and curious about digital fundraising. The internet has transformed many charities, and it presents a wealth Reciprocity page 6 of opportunities for fundraising too. Appeal to all parts of the brain page 8 It can multiply your reach – perhaps overseas, perhaps with a younger audience, or In practice: maximise social information page 10 possibly with niche interest groups. It’s easy to set up new experiments, it’s flexible Don’t treat everyone the same page 12 and you can react quickly to data and audience feedback. Local, personalised and light-touch communications should help keep supporters engaged and reduce In practice: photography page 14 attrition rates. Part 2: Persuading more people to give page 16 The statistics seem to bear this out too. Estimates put the average online donation at Does online giving lack emotion? page 20 between two to four times higher than offline. In short, digital fundraising ought to be Should fundraising be everywhere? page 22 a fantastic return on investment. In practice: challenge yourself page 24 However, the digital revolution has not yet had the impact we’d expect. The total Are we involving donors enough? page 26 amount given to charity has not risen significantly, online giving still remains a tiny slice of the fundraising pie and charities lag way behind other industries, such as retail. Does peer-to-peer make us forgettable? page 28 It’s time to be more ambitious, and that’s why we’ve written this book. It celebrates Can our stories take us to new places? page 30 the many successes of digital fundraising, as well as examining how we can do better. One last thing: Giving as investment page 32 Part one establishes just what we mean by digital fundraising, and then looks at how Thank you page 34 we can improve the donation journey. The second part discusses ‘the thinking’, or how can we convince more people to give. We hope you like it. The Public Zone team 2 thisiszone.com/public-zone This handbook was written and printed in 2012 and is the third in the series. 3
  • 3. Part 1 What is digital fundraising? It’s never been easier to give The In all the excitement about digital With online fulfilment, charities have fundraising – or online giving, or created a new way for supporters to give. multi-channel donation journeys – Given the usual cost and technical there is some confusion about what Doing complexity of big digital projects, it’s exactly these words stand for. fantastic that almost all charities have now Do we mean donations processed created a new fulfilment platform online. through your website? That includes Setting this up was the correct first step mobile too, right? How about something for digital fundraisers. less direct, such as the income that Reassuringly, 92 per cent of people say Fine-tuning the donation journey comes in offline as a result of a social they’re happy with the experience of media campaign? We like to think of it giving to charity – up 12 points since in two parts: the doing and the thinking. 2006. Perhaps this is due to the fact that The doing we’ve made it easy to give online. This is the fulfilment side: providing new There’s a huge amount of good thinking ways for supporters to give you money and ideas in this area now. There are via technology. plenty of blog posts and expert guides on The thinking perfecting the donation journey. We have This is the role digital plays in created a list of the best on our website at persuading people to give. thisiszone.com/digital-fundraising-guides As for this book, we’ve looked a little further ahead. So here are our get-ahead- of-the-game top tips for the next few years. We think these will get a few more people giving to your charity. All the studies and statistics cited in this handbook are available on our website at 4 thisiszone.com/public-zone thisiszone.com/digital-fundraising-studies 5
  • 4. Reciprocity What’s the idea? The reciprocity rule works best if Several studies in social psychology your audience feels they’re receiving have established something called something from real people, not a the rule of reciprocity. It says that if faceless website. Show off your staff somebody does you a favour, you’ll photos or talk about how this page likely feel some emotional obligation to was created, and make that connection give something back in return. really explicit. Researchers have also looked at how Set the tone early and assertively. When this works on the internet. When we you publish a big new web page, or use Wikipedia or Gmail – or make use start a new online service, shout loudly of helpful information and services on a about how donations made it happen charity’s website – we feel grateful and and are needed to keep it up. more inclined to give something back How can we use it? Provide an obvious way for users to repay this ‘reciprocity gap’. This should be directly connected to what the user Read more has received, so a big generic donate button isn’t always best. When we make use of helpful For more tips on using Try something far more specific such as: information and services on psychology and emotion “Did you find this stress-beating advice a charity’s website, we feel in your website, search for useful? Give a small donation today so grateful and more inclined ‘Designing For Emotion’ we can keep this page up to date.” to give something back. by Aaron Walter. 6 thisiszone.com/public-zone 7
  • 5. Appeal to all parts of the brain What’s the idea? How can we use it? Thanks to extensive research on Websites have the space to appeal to decision making, we now know there all three parts of the brain, much more are broadly three physical parts of the so than a poster or a mail drop. brain that evaluate action. Take all of your fundraising messages One part deals with quick, gut-reaction and separate them out by what part of decisions and responds best to a visual the brain they’re trying to reach. Keep message. Another part listens to how them strictly separate so that they we’re feeling, and responds best to an each have the most impact. emotional appeal. Since the three parts work in order, use Finally, there’s a separate part that numbers and statistics only right at the deals with rational evidence. It lets us end. So take off those emotive images weigh up the pros and cons before from the last part of the donation form making a decision. and replace them with logical graphs and statistics about how the money is Read more spent wisely. Neuroscience and persuasive design is an emerging field in digital. Susan Weinschenk’s Take all of your fundraising book ‘Neuro Web Design: messages and separate them What Makes Them Click?’ out by what part of the brain is easy to read and gives they’re trying to reach. you loads of practical tips. 8 thisiszone.com/public-zone 9
  • 6. Maximise social In practice information Using extremes not averages How much did other people give? Although these recent gifts may Social information is powerful stuff. include large donations that encourage When we’re not sure what to do, we further generosity, they may also take cues from others like us. So when include some small donations. emotional and logical appeals from the Displaying a small donation gives charity aren’t quite enough, include people permission to do the same. evidence of what other people have On the other hand, Virgin Money done before. highlights the biggest donation so far. For example, we’ve all looked at Showing off a single large donation of JustGiving’s list of recent donations to £100 can boost the average amount help decide how much to give. given by as much as £30. However, just showing the recent donations tends to make people converge on a smaller amount. One generous donation of £100 can increase the average amount given by 30 per cent. 10 thisiszone.com/public-zone 11
  • 7. Don’t treat everyone the same What’s the idea? How can we use it? We utilise segmentation techniques Earlier this year, Google Analytics b when using campaigning tools such quietly introduced a very powerful tool as letters or direct mail, but websites called Content Experiments, which are often left as an all-purpose lets you test out multiple versions of a shop window. page, all of them live at the same time. However, a leisurely weekend browse on the laptop is very different to snatching a hurried five minutes on the work computer. Similarly, a visitor Create four subtly different versions of your homepage, or five different donation buttons, and see immediately which is the most effective. What are a reading your news page is quite the right words, the right colours and different to someone searching for a the best way to get someone to act? local support group. And we haven’t Use it to continually try out new things, even mentioned behaviour on mobiles and build up a record of the most and tablets. inspiring way to ask different visitors The solution lies in using data. at different times. Read more Record all of the information on how people are using your website, If you want to know more change one feature, and assess the about making decisions from impact immediately. A visitor reading your news audience behaviour, you page is very different to should read our previous someone searching for handbook on user research a local support group. at thisiszone.com/public-zone 12 thisiszone.com/public-zone 13
  • 8. Photography In practice Putting photos to the test To find out what makes people Similarly, holiday rental platform donate, micro-lending charity website Airbnb found that properties with Kiva records and tests all of the professional photos are booked two photos used alongside their global and a half times more than those fundraising projects. without – so they send out a proper photographer to your home whenever Researchers found that projects with they can. pretty, slim and light-skinned females receive the most donations. For charities, photography is often used as a generic extension of brand Kiva has opened up its photography values, but we could think about it data to other researchers so they can differently. Find out exactly what sort examine how other elements influence of photography makes people give donor behaviour. What happens when more by testing it on your live website. the photo is staged, professional or formal? When the subjects smile or look sad? And how does this vary by region and gender? By testing live, Airbnb found that properties with professional photos are booked 2.5 times more than those without. 14 thisiszone.com/public-zone 15
  • 9. Part 2 Online fundraising is Charities still receive only seven per The not yet a success story cent of their funding income online. The National Council for Voluntary During 2012, half of charities saw Organisations and the Charities Aid no increase in this proportion. Many Foundation published their latest actually saw a decrease. Thinking survey of UK charitable giving in The retail sector provides a sharp November 2012. contrast. E-commerce provides 13.2 per While the headline finding was cent of its income, and this is estimated a 20 per cent drop in total giving, to grow to one-third over the next we were more surprised to see that 10 years. Why isn’t the charity sector Persuading significantly more online giving has remained static keeping pace? people to give to charity over the past two years. In 2012 many charities saw a decrease in the proportion of fundraising income via the internet. 16 thisiszone.com/public-zone 17
  • 10. Very few of us donate online You would expect there to be a gap, Why is it so important to get Thinking beyond the donation journey We compared how many UK adults given that more people shop than people giving online? Improving the little details of the user have shopped online with how many give to charity. But even when you Aside from the obvious cost benefits, journey is really important, and will have donated online. take this into account, it’s still a we’re seeing a larger trend – one best definitely help conversion rates. five-fold difference. articulated by a recent announcement The results are extraordinary. Although But given that 92 per cent of donors from Amazon. In August 2012, Amazon two-thirds of UK shoppers have Spending money online is an are happy with the experience of giving UK reported that it now sells more shopped online, only one in 14 charity established, normal, everyday activity. to charity, we believe that further Kindle eBooks than printed books. supporters have donated online. We’re ready to spend, but we’re not improvements to the fulfilment journey That’s only four per cent of the adult inspired enough by charities to spend However, this isn’t a straightforward will have diminishing returns. UK population. with them. case of digital cannibalising print – We keep hearing the same reasons for because of this digital innovation, why digital fundraising hasn’t taken off sales of all books rose by more than yet: risk-aversion and lack of resources. six per cent. Yes, these are significant issues, but they How do we generate the same impact aren’t going away anytime soon. for charities? We wanted this book to move the debate forward, so here are five brainteasers that we’re trying to figure out. Take some time out with your team to discuss them. Only four per cent of UK adults have donated online. In contrast, 66 per cent have shopped online. 18 thisiszone.com/public-zone 19
  • 11. Does online giving lack emotion? Giving without thinking Ask people to spend some Let people explore and read in depth Not all of our digital content has to be Striving to solve fulfilment, we may time with you At the same time there has been a short and snappy and condensed into have taken one too many lessons from Offline, fundraisers take care and time boom in long-form articles on the web bullet points. Perhaps we should try e-commerce. With a focus on the to bring warmth and feeling to the and the proliferation of sites such as writing some much longer articles, such quickest, clutter-free journey to the introduction of a topic, or to explain TheFeature.net and LongReads.com as a detailed explanation of a recent thank-you page, have we made the the genuine need to give. The best that “handpick the finest articles and fundraising decision, or interviews with online giving experience too cold fundraisers make the opportunity to essays” for you to savour over time. long-supporting donors. and superficial? donate feel exciting and new patrons They highlight the demand for in- leave with a huge smile and a glow in depth and comprehensive information One of the reasons people enjoy their belly. on a subject. e-commerce is because it’s so easy. This is why mobile text giving and Should we be creating experiences The best fundraisers make emergency appeals go so well that go against the grain of the super- the opportunity to donate together: you can act now in response quick, light-touch nature of social feel exciting. to a shock, then put the phone back in media and the internet? your pocket and get on with your day. The slow web However, the speed and lack of We’re not the only ones talking emotion creates an unmemorable about the need to relax the internet experience, damaging our ability a little – some are calling it the slow to convert these donors into web movement. It’s concerned with long-term supporters. routines and doing things at your own pace. Do we really want people to give without thinking? For example, ‘read-it-later’ services such as Pocket and Instapaper let you save a long web page to your phone or tablet and relax with it when it’s more convenient. 20 thisiszone.com/public-zone 21
  • 12. Should fundraising be everywhere? Interrupting people doesn’t Create an effortless next step Charities could copy this, but with a Financial asks can come later make sense Taking five minutes to get out your twist: instead of rating the page with These are small, easy, nice things for Most site visitors haven’t come to credit card or fill in a three-stage form, a star button, we could try creating a the visitor to do to help. Only after donate. Depending on the charity, no matter how perfectly designed it is, ‘thank you’ button that does nothing they’ve taken this easy step could we they may be in vulnerable or sensitive is an obstacle that will always put off except quietly tell the team that their follow up by turning the button or the situations. Should we interrupt them lots of people. Instead, can we create effort was appreciated. Or in a similar checkbox into an email form, with a constantly to ask for a donation? smaller things for them? Actions that vein, we could include a ‘this helped message such as: “We’re really glad are so minor and effortless they feel me’ checkbox at the bottom of a page. this helped you – it’s what we do. Can On the one hand, we want to deliver like a natural next step? we send you an email next time we what they came for without annoying create something similar that we think them, especially before we’ve made Getting this first interaction is crucial you’ll find useful?” a good impression. That isn’t what for distinguishing between warm and charities stand for and it’s unlikely cold visitors, so that we can follow up Less than 1 in 500 charity If they’ve done that as well, then it’s to succeed. appropriately later. website visits ends in absolutely appropriate to put a strong a donation. fundraising ask in a follow-up email And on the other hand, the number Something small on every page later that day or week. It started with one reason people give money is Publishers and bloggers have long something really small, but now we because they are asked to, so we understood the need to try to get a have an email list of warm leads to shouldn’t just let them go. In our quick bit of extra engagement from follow up. experience less than 1 in 500 charity their readers. website visits ends in a donation. Likes, comments, favourites, star- Surely we can improve this! ratings and thumbs-up/thumbs-down votes are all small ways to generate a bit more of a connection with readers and get some feedback about a blogger’s work. 22 thisiszone.com/public-zone 23
  • 13. Challenge yourself In practice Letting users tell you what works Ask an easy question Take a list of what you consider to be Campaign sites such as Robin Hood your most indisputable fundraising Taxes are good at drawing you in with asks and messages, and scatter an easy question. questions like this throughout your site. You’ll find out quickly which ones It’s a common technique in advertising, effectively draw people in and which and the questions often work in ones aren’t as unquestionable as reverse – in this case imagine asking if you thought. you agreed with keeping our financial services sector competitive and strong for the sake of the economy. How far can we take this principle? 24 thisiszone.com/public-zone 25
  • 14. Are we involving donors enough? Donors demand more Digital gives us an opportunity to They have taken the idea of ring- An ongoing thank you In general, supporter satisfaction with be more transparent about how fenced donations to the extreme After a donation, shouldn’t the thank- charities is going up, but not in every things work. It might take months for and turned it into an impressive you message last longer than just the respect – donors are becoming less someone’s donation to total up with communications asset. confirmation page? This is especially satisfied with the information they others into something that can be true for regular givers. receive about how donations are used. used on the ground, or years to start We could ask someone on the team something new. We could better share Digital and social media have changed responsible for using a campaign’s and involve people in this journey. Donors now demand detailed, donor expectations. They now demand funds to do a fortnightly blog about detailed, personalised information about Social media is the perfect place to personalised information how it’s going (or do a quick two- the impact their money has made. talk directly with supporters, explain about the impact their minute video interview), and then work without jargon and clear up any money has made. send email updates about it to new How can we use digital to prove it? controversies. One idea is to hold a donors. Over time, this would create an Make real-time progress available monthly Q&A session on Twitter with impressive archive of work and impact. Online, there’s a chance to do more a member of staff from every team. than just a monthly update on what Live feedback on a donation the charity has been doing and how Representing the extreme end of the the big capital project is progressing. scale is charity: water. It is the case Should we be decentralising our study de rigeur these days, and there’s digital work, and making the team a reason for that – the charity has responsible for spending project funds put a significant amount of money also responsible for updating donors? into turning its digital presence into a near-live account of all its work, linked to all the individual donors that made it happen. Search on Google for ‘dollars to projects’ and prepare to be impressed. 26 thisiszone.com/public-zone 27
  • 15. Does peer-to-peer make us forgettable? It’s the big growth area Is this actually a threat? Short-term donors, Take back control Peer-to-peer fundraising (where However, is this trend damaging our not long-term supporters Action for Children decided to get supporters ask on behalf of a charity) ability to create long-term supporters? Movember has radically changed the ahead of this issue by re-inventing and external donation platforms (such It means losing control of your brand, demographic profile of men’s health how they did online fundraising. as JustGiving) are fantastic revenue your asks and your relationships supporters. It has raised millions, but They’ve created an entirely new online opportunities for charities. They’re the with supporters. it hasn’t significantly raised awareness platform, and are transforming how big growth areas for digital fundraising for prostate and testicular cancer, nor funds go from donors to local projects Quick – think of the charities you’ve at the moment. has it delivered long-term donors for – look at my.actionforchildren.org.uk donated to this year via JustGiving. these charities. In fact, 90 per cent of online donations It’s hard, because you didn’t feel like Not everyone can or should create are not made on charity’s websites – you were donating to the charity. Perhaps we should be using peer-to- something like this right away. So, they are made on third-party platforms You were donating to your friend. peer and external platforms only for should we be demanding more from created by businesses or new starters large projects such as big challenge the donation partners we work with? In an unexpected twist, charities filling a gap, sites such as BT MyDonate events. It’s a difficult call. now risk becoming an increasingly and Vodafone Txt Giving. incidental part of the donation journey. 90 per cent of the fulfilment income charities receive online doesn’t happen on their own websites. 28 thisiszone.com/public-zone 29
  • 16. Can our stories take us to new places? Charity stories are often If one of your supporters runs the Creating a popular blog about the Control the narrative the most inspiring marathon in record time, would you Football League’s best strikers – Movember has taken this to the next It’s your stories that engage people think of contacting running blogs? who wear the number nine – has level. By using the moustache, a online. This is something charities have Imagine a story about how running for catapulted the charity’s message into strong male emblem, and connecting long understood in their traditional charity can inspire you to run harder an entirely new arena, and significantly it with the challenge of 30-day growth, awareness and fundraising campaigns. (and get you a free place). These kinds increased traffic to the Prostate UK they have created a hugely compelling of stories can reach new people and website, where there is plenty of story. Any mention of the moustache As an agency, we work with major give them a reason to join you. content about the prostate. – and in some ways manliness – is brands such as Coca-Cola and Tesco, now connected to Movember during which are already exploiting new Apply your values in new areas November. It is no accident that many opportunities in digital storytelling to Over the past decade charities have of the staff at Movember have editorial reach new audiences. invested significantly in their brands. It is no accident that many of backgrounds. This includes defining a tone of voice. the staff at Movember have Charities have amazing, everyday Could we use these principles to take editorial backgrounds. We believe content, and a more stories from supporters, staff, us into new places? For example, conversational, always-on approach to volunteers and local groups that health charities don’t need to always storytelling, is going to have a major are hugely inspiring and interesting, tell their stories in a medical context. impact in the future. potentially far more so than those from brands. Are we using them We recently faced this challenge with effectively online? Prostate Cancer UK, who became partners with the Football League. Join new conversations We were reluctant to talk directly to This book has already covered inspiring football fans about prostate cancer, people on your website. However, your but we did have a strong message best stories don’t need to live only on about one in nine men in the UK being your own platforms. affected by the disease. 30 thisiszone.com/public-zone 31
  • 17. One last thing Donors have become investors Giving as We couldn’t finish this book without including what we think is the most These innovations are coming from exciting development in online new organisations, not within charities, fundraising – giving as investment. so let’s learn as much as we can. Their trademarks are very direct investment It’s a game-changer. giving – such as to local projects – It wasn’t a donation a real element of risk to the project’s Perhaps there’s a simpler reason success, and returning something why only four per cent of UK adults tangible to the supporter. Donors say they’ve given to charity online – have become investors. perhaps when they gave money, they didn’t think of it as donating. Perhaps the internet has Has a massive shift happened in digital already uncovered an fundraising? There are a number of entirely new way of giving. ‘donation’ platforms that are changing It’s an exciting thought. the very definition of the word. Amateur funding platforms such as Kickstarter and IndieGoGo, micro- lending service Kiva, and checkout round-it-up-for-charity service Pennies have all used the internet to dramatically change how we give to others. As of September 2012, the world has given just short of half a billion pounds to Kickstarter and Kiva combined. 32 thisiszone.com/public-zone 33
  • 18. Thank you Public Zone would like to thank the many people who contributed their time and insight to this handbook, including Craig Linton, Dean Benton, Celina Ribeiro, Adrian Hon and many others. Special thanks to our own fundraising expert, James Brown. 34 thisiszone.com/public-zone 35
  • 19. t: 020 7267 4774 e: info@thisiszone.com thisiszone.com/public-zone 36 thisiszone.com/public-zone twitter.com/publiczone