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The 4-Step Plan to Get
More Donors & Grow Your
Fundraising Results
Jesse Lane
P R E S E N T E D B Y
I have a confession
to make…
Branches Mission Lab
helps nonprofit “goodmakers”:
• tell their story to the masses
• raise more funds, faster
B R A N C H E S L A B . C O M
@ B R A N C H E S L A B
F O U N D E R & C E O
Jesse Lane
F O U N D E R & C E O
Jesse Lane
+ G I R L D A D x 3
I have a confession
to make…
I hate asking people
for money.
On a scale of 1-10, how passionate are
you about your cause & mission?
C H A T I T U P !
1 1 0
On a scale of 1-10, how happy are you
with your current fundraising results?
C H A T I T U P !
1 1 0
Get our Fundraising
Toolkit here:
brancheslab.com/kit
Is passion for your mission
enough?
The new "F" word.
The day it hit me.
I hated fundraising because I feared...
F A I L U R E .
C R I T I C I S M .
R E J E C T I O N .
I already felt...
T O O B U S Y .
D I S T R A C T E D .
O V E R H W E L M E D .
Getting people to give their hard-earned
money felt impossible…
Can anyone relate!?
Y E S / N O ?
But, I wasn't in it alone.
Fast forward with me...
I stuck around and started learning.
I stuck around and started learning.
(mostly by making LOTS of mistakes)
We re-discovered our "why" and
crafted a new brand message.
We communicated in creative ways.
(and won lots of awards)
We had events that raised $20 to $30 million.
I began to reverse engineer successful nonprofits
and fundraising campaigns.
I started using these strategies with nonprofit
clients... and seeing incredible results.
I tested these ideas with more nonprofits.
I tested these ideas with more nonprofits.
(got even better results!)
I developed a framework called the
"Marketing Anatomy of a Growing Nonprofit"
I had opportunities to share these concepts with
hundreds of nonprofits.
Our team developed a course so that even
MORE nonprofits can use these strategies.
So, what does all that have to do
with the 4 Step Plan?
I learned these 4 steps after years
of trial and error.
You’ll learn them in the next 30
minutes.
“But, how do I know this is going
to work for our nonprofit?”
We’ve helped hundreds of nonprofits take these 4 Steps.
We see results like…
• A small nonprofit who serves children with disability raising
$91K on one regional giving day.
• One small nonprofit in foster care raising $30K in one day, when
their goal was only $15k.
• A nonprofit in Cancer care raising 2.7X more at an annual
fundraising event. From $20K to $54K. (during a pandemic!)
• In 2018, Mercy House raised $17,000 with year-end fundraising.
• In 2019, we took these 4 Steps and set a goal of $50,000.
• We raised $93,933!
• The following Spring (during COVID-19) they set a goal of $70,000 for their annual Giving Day.
• We took these 4 Steps, implemented our strategies, and….
• We raised $163,445!
$17,000 campaign to $163,445 campaign!
The 4-Step Plan to Get
More Donors & Grow Your
Fundraising Results
Craft Your
Core Story
S T E P 1
On a scale of 1-10, how clear and
consistent is your message?
S C O R E Y O U R S E L F
1 1 0
Craft Your
Core Story
S T E P 1
Ask
Proof
Plans
Heart
If you can't clearly communicate your
organizational identity, you can't expect
people to give.
Craft Your Core Story
S T E P 1
You'll never reach the heart of others
unless you start with the heart of your org.
Craft Your Core Story
S T E P 1
Craft Your Core Story
S T E P 1
It all starts
with the heart.
Logo
Tagline
Mission Statement
Vision Statement
Core Values
Craft Your Core Story
S T E P 1
Logo
Tagline
Mission Statement
Vision Statement
Core Values
Your "Why"
Your Promise
Value Proposition
Your Voice
Your Personality
Craft Your Core Story
S T E P 1
Your "Why" - The reason we exist is ___________________.
Your Promise - The problem we solve is ___________________.
Value Proposition - We give supporters _________________.
Your Voice - We sound ____________________.
Your Personality - We make others feel ____________________.
Craft Your Core Story
S T E P 1
Craft Your
Core Story
S T E P 1
• Heart
• Plans
1. Fundraising plan
2. Impact plan
T W O P L A N S :
Y O U R F U N D R A I S I N G P L A N
Craft Your Core Story
S T E P 1
• Who?
• When?
• Where?
• What for?
• How much?
Y O U R F U N D R A I S I N G P L A N
Craft Your Core Story
S T E P 1
• Who? Who are you asking to give?
• When? When will you fundraise?
• Where? Where will you make the ask?
• What for? Where will the funds go?
• How much? What is your goal?
Y O U R F U N D R A I S I N G P L A N
Craft Your Core Story
S T E P 1
• Who? Board, Volunteers, Past Donors
• When? Spring Event, Fall Giving Day, Year-End
• Where? Over coffee, email, and video.
• What for? To fund new construction on our building.
• How much? Our campaign goal is $250,000.
Y O U R I M P A C T P L A N
Craft Your Core Story
S T E P 1
• Who?
• When?
• Where?
• What for?
• How much?
Y O U R I M P A C T P L A N
Craft Your Core Story
S T E P 1
• Who will be impacted?
• When will this happen?
• Where will you focus your program?
• What for? Why is this important?
• How much work, time, and impact is expected?
Craft Your
Core Story
S T E P 1
• Heart
• Plans
• Proof
There is no form of
communication that is more
powerful, memorable, and
emotive than an old-
fashioned story.
Craft Your Core Story
S T E P 1
Do you have a go-to story or two
about your nonprofit's impact?
Y E S O R N O ?
Demonstrates the impact of your
organization through an individual
story of transformation.
Written / Video / Photos / Audio
P R O O F : A N I M P A C T S T O R Y
Craft Your Core Story
S T E P 1
Craft Your
Core Story
S T E P 1
• Heart
• Plans
• Proof
• Ask
A simple invitation to join the story
and transform lives.
A S K : A N I N V I T A T I O N T O I M P A C T
Craft Your Core Story
S T E P 1
• Clear
• Simple
• Concrete
• Focused
A S K : A N I N V I T A T I O N T O I M P A C T
Craft Your Core Story
S T E P 1
I have a confession
to make…
I hate asking people
for money.
• Clear
• Simple
• Concrete
• Focused
A S K : A N I N V I T A T I O N T O I M P A C T
Craft Your Core Story
S T E P 1
Craft Your
Core Story
S T E P 1
Craft Your
Core Story
S T E P 1
Activate Your
A-Team
S T E P 2
Who is your A-Team?
• Board Members
• Staff
• Volunteers
• Past Donors & Sponsors
• Existing Relationships
Activate Your A-Team
S T E P 2
Get our FREE
“A-Team Spreadsheet”:
brancheslab.com/kit
F R E E D O W N L O A D !
Fundraising is 10x more fun
and effective when you focus
first on your fans.
Activate Your A-Team
S T E P 2
How do you activate
your A-Team?
• First to Know
• Invite Input = Get Ownership
• Share Your Core Story
• Personal Communication
• Strategic Opportunities: Matching Money
Activate Your A-Team
S T E P 2
Matching funds are like magic.
They motivate all involved.
Activate Your A-Team
S T E P 2
Board matches are my favorite
way to kickoff any fundraising
campaign.
Activate Your A-Team
S T E P 2
On a scale of 1-10, how active is your
Board in giving & fundraising?
L E T U S K N O W
1 1 0
1. How to Tell an Impact Story
2. Their Role on the Board
3. How They can Fundraise
Activate Your A-Team
S T E P 2
3 T H I N G S
E V E R Y
B O A R D
M E M B E R
N E E D S T O
K N O W
Need help getting
your board giving?
Check out our Board
Engagement Course
(link on our website)
Activate Your A-Team
S T E P 2
B O A R D
E N G A G E M E N T
M I N I - C O U R S E
Craft Your
Core Story
S T E P 1
Clear & Constant
Communication
S T E P 3
Activate Your
A-Team
S T E P 2
The confused mind always says "no".
Clear & Constant Communication
S T E P 3
People need to hear
something 7 to 14 times
before they'll take action.
Clear & Constant Communication
S T E P 3
Clear & Constant Communication
S T E P 3
You Have the Curse
of Knowledge
You know WAY more about your
organization than your audience ever will or
needs to.
You must simplify your communication and
repeat yourself often.
S T E P 3
Clear & Constant Communication
You Have the Curse
S T E P 3
Clear & Constant Communication
No Jargon
No Insider Baseball
No LONG Paragraphs
No Death By Detail
S T E P 3
Clear & Constant Communication
Multi-Channel
• Social Media
• Email List
• Website & Blog
• Mailers
• Phone Calls
• Radio
• Digital Advertisements
S T E P 3
Clear & Constant Communication
If your social media is not a
part of a bigger system, you
are likely wasting your time.
S T E P 3
Clear & Constant Communication
A solid email marketing plan
is the best online strategy for
driving donations.
S T E P 3
Clear & Constant Communication
Not
Enough
80%
Just Right
10%
WAAAAY TOO MUCH!!
10%
*This is not real data - just my experience with nonprofits.
What we
typically see...
Just because you sent an
email about it doesn't
mean everyone knows.
Value, Value, Value,
Invitation
Value, Value, Value,
Invitation Value
90%
Invitation
10%
Communicate More
During Campaigns
K I C K O F F F I N A L
W E E K
F I N A L
D A Y
B
I - W
E
E
K
L Y
W
E
E
K
L Y
D
A
I L Y
2
- 3
X
Your "Best
Appeal Email Ever"
• Not Spammy
• Personal
• Relational
• Clear
A Guide to Sending Your
"Best Appeal Email Ever"
• Step-by-Step Instructions
• Best Subject Lines
• Screenshots
• Real-Life examples
brancheslab.com/kit
F R E E D O W N L O A D
Craft Your
Core Story
S T E P 1
Radical
Gratitude
S T E P 4
Clear & Constant
Communication
S T E P 3
Activate Your
A-Team
S T E P 2
How you respond to a
donation is more important
than how you ask for one.
Radical Gratitude
S T E P 4
Radical Gratitude
S T E P 4
SOURCE: Bloomerang
Retain donors and
deepen engagement by:
Radical Gratitude
S T E P 4
• Saying "thank you" in creative ways
• Making people feel noticed
• Showing that their gift mattered
• Demonstrating impact
• Sharing the feel-good stories
• Staying in touch
Craft Your
Core Story
S T E P 1
Radical
Gratitude
S T E P 4
Clear & Constant
Communication
S T E P 3
Activate Your
A-Team
S T E P 2
Never Go
Alone
Where can you find the support and
expert help you need?
Enroll & Get Immediate Access To:
What You Will Create:
• Brand Personality
• Audience Personas
• A-Team List
• Marketing Strategy
• Acquisition Funnel
• Redesigned Website
• Audience Journey Map
• Fundraising Plan
• Social Media Strategy
• Email Marketing Plans
• Influencer Marketing Program
• Targeted Advertising System
Invitation to Exclusive
goodmakerU Facebook
Group
Find support. Ask questions.
Network with other like-
minded leaders.
B O N U S 1
$ 9 9 V A L U E
Invite your colleagues, boss,
board members, or future hires
to the course, for free.
Free Team Access
Up to 3 People
B O N U S 2
$ 1 9 9 4 V A L U E
Encourage your Board to give.
Equip your Board to fundraise.
Board Engagement
Mini-Course
B O N U S 3
B O A R D
F U N D R A I S I N G
Mini-Course
$ 3 0 0 V A L U E
Exclusive Invitation to
Monthly Q&A Sessions
Find support. Ask questions.
Network with other like-
minded leaders.
B O N U S 4
$ 2 0 0 / M O N T H V A L U E
M O N T H L Y L I V E Q & A W / E X P E R T
Enroll by next Friday to receive
the 4 bonuses.
Find the course by visiting
brancheslab.com/kit
(and scroll a bit)
Craft Your
Core Story
S T E P 1
Radical
Gratitude
S T E P 4
Clear & Constant
Communication
S T E P 3
Activate Your
A-Team
S T E P 2
Never Go
Alone
Questions?
Email me at jesse@brancheslab.com
Get the free kit & check out the course
at brancheslab.com/kit

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The 4-Step Plan to More Donations and Greater Fundraising Results

  • 1. The 4-Step Plan to Get More Donors & Grow Your Fundraising Results Jesse Lane P R E S E N T E D B Y
  • 2. I have a confession to make…
  • 3. Branches Mission Lab helps nonprofit “goodmakers”: • tell their story to the masses • raise more funds, faster B R A N C H E S L A B . C O M @ B R A N C H E S L A B F O U N D E R & C E O Jesse Lane
  • 4. F O U N D E R & C E O Jesse Lane + G I R L D A D x 3
  • 5.
  • 6. I have a confession to make… I hate asking people for money.
  • 7. On a scale of 1-10, how passionate are you about your cause & mission? C H A T I T U P ! 1 1 0
  • 8. On a scale of 1-10, how happy are you with your current fundraising results? C H A T I T U P ! 1 1 0
  • 9. Get our Fundraising Toolkit here: brancheslab.com/kit
  • 10. Is passion for your mission enough?
  • 11. The new "F" word.
  • 12. The day it hit me.
  • 13. I hated fundraising because I feared... F A I L U R E . C R I T I C I S M . R E J E C T I O N .
  • 14. I already felt... T O O B U S Y . D I S T R A C T E D . O V E R H W E L M E D .
  • 15. Getting people to give their hard-earned money felt impossible…
  • 16. Can anyone relate!? Y E S / N O ?
  • 17. But, I wasn't in it alone.
  • 19. I stuck around and started learning.
  • 20. I stuck around and started learning. (mostly by making LOTS of mistakes)
  • 21. We re-discovered our "why" and crafted a new brand message.
  • 22. We communicated in creative ways. (and won lots of awards)
  • 23. We had events that raised $20 to $30 million.
  • 24. I began to reverse engineer successful nonprofits and fundraising campaigns.
  • 25. I started using these strategies with nonprofit clients... and seeing incredible results.
  • 26. I tested these ideas with more nonprofits.
  • 27. I tested these ideas with more nonprofits. (got even better results!)
  • 28. I developed a framework called the "Marketing Anatomy of a Growing Nonprofit"
  • 29. I had opportunities to share these concepts with hundreds of nonprofits.
  • 30. Our team developed a course so that even MORE nonprofits can use these strategies.
  • 31. So, what does all that have to do with the 4 Step Plan?
  • 32. I learned these 4 steps after years of trial and error. You’ll learn them in the next 30 minutes.
  • 33. “But, how do I know this is going to work for our nonprofit?”
  • 34. We’ve helped hundreds of nonprofits take these 4 Steps. We see results like… • A small nonprofit who serves children with disability raising $91K on one regional giving day. • One small nonprofit in foster care raising $30K in one day, when their goal was only $15k. • A nonprofit in Cancer care raising 2.7X more at an annual fundraising event. From $20K to $54K. (during a pandemic!)
  • 35. • In 2018, Mercy House raised $17,000 with year-end fundraising. • In 2019, we took these 4 Steps and set a goal of $50,000. • We raised $93,933! • The following Spring (during COVID-19) they set a goal of $70,000 for their annual Giving Day. • We took these 4 Steps, implemented our strategies, and…. • We raised $163,445! $17,000 campaign to $163,445 campaign!
  • 36. The 4-Step Plan to Get More Donors & Grow Your Fundraising Results
  • 38. On a scale of 1-10, how clear and consistent is your message? S C O R E Y O U R S E L F 1 1 0
  • 39. Craft Your Core Story S T E P 1 Ask Proof Plans Heart
  • 40. If you can't clearly communicate your organizational identity, you can't expect people to give. Craft Your Core Story S T E P 1
  • 41. You'll never reach the heart of others unless you start with the heart of your org. Craft Your Core Story S T E P 1
  • 42. Craft Your Core Story S T E P 1 It all starts with the heart.
  • 43. Logo Tagline Mission Statement Vision Statement Core Values Craft Your Core Story S T E P 1
  • 44. Logo Tagline Mission Statement Vision Statement Core Values Your "Why" Your Promise Value Proposition Your Voice Your Personality Craft Your Core Story S T E P 1
  • 45. Your "Why" - The reason we exist is ___________________. Your Promise - The problem we solve is ___________________. Value Proposition - We give supporters _________________. Your Voice - We sound ____________________. Your Personality - We make others feel ____________________. Craft Your Core Story S T E P 1
  • 46. Craft Your Core Story S T E P 1 • Heart • Plans
  • 47. 1. Fundraising plan 2. Impact plan T W O P L A N S :
  • 48. Y O U R F U N D R A I S I N G P L A N Craft Your Core Story S T E P 1 • Who? • When? • Where? • What for? • How much?
  • 49. Y O U R F U N D R A I S I N G P L A N Craft Your Core Story S T E P 1 • Who? Who are you asking to give? • When? When will you fundraise? • Where? Where will you make the ask? • What for? Where will the funds go? • How much? What is your goal?
  • 50. Y O U R F U N D R A I S I N G P L A N Craft Your Core Story S T E P 1 • Who? Board, Volunteers, Past Donors • When? Spring Event, Fall Giving Day, Year-End • Where? Over coffee, email, and video. • What for? To fund new construction on our building. • How much? Our campaign goal is $250,000.
  • 51. Y O U R I M P A C T P L A N Craft Your Core Story S T E P 1 • Who? • When? • Where? • What for? • How much?
  • 52. Y O U R I M P A C T P L A N Craft Your Core Story S T E P 1 • Who will be impacted? • When will this happen? • Where will you focus your program? • What for? Why is this important? • How much work, time, and impact is expected?
  • 53. Craft Your Core Story S T E P 1 • Heart • Plans • Proof
  • 54. There is no form of communication that is more powerful, memorable, and emotive than an old- fashioned story. Craft Your Core Story S T E P 1
  • 55. Do you have a go-to story or two about your nonprofit's impact? Y E S O R N O ?
  • 56. Demonstrates the impact of your organization through an individual story of transformation. Written / Video / Photos / Audio P R O O F : A N I M P A C T S T O R Y Craft Your Core Story S T E P 1
  • 57. Craft Your Core Story S T E P 1 • Heart • Plans • Proof • Ask
  • 58. A simple invitation to join the story and transform lives. A S K : A N I N V I T A T I O N T O I M P A C T Craft Your Core Story S T E P 1
  • 59. • Clear • Simple • Concrete • Focused A S K : A N I N V I T A T I O N T O I M P A C T Craft Your Core Story S T E P 1
  • 60. I have a confession to make… I hate asking people for money.
  • 61. • Clear • Simple • Concrete • Focused A S K : A N I N V I T A T I O N T O I M P A C T Craft Your Core Story S T E P 1
  • 63. Craft Your Core Story S T E P 1 Activate Your A-Team S T E P 2
  • 64. Who is your A-Team? • Board Members • Staff • Volunteers • Past Donors & Sponsors • Existing Relationships Activate Your A-Team S T E P 2
  • 65. Get our FREE “A-Team Spreadsheet”: brancheslab.com/kit F R E E D O W N L O A D !
  • 66. Fundraising is 10x more fun and effective when you focus first on your fans. Activate Your A-Team S T E P 2
  • 67. How do you activate your A-Team? • First to Know • Invite Input = Get Ownership • Share Your Core Story • Personal Communication • Strategic Opportunities: Matching Money Activate Your A-Team S T E P 2
  • 68. Matching funds are like magic. They motivate all involved. Activate Your A-Team S T E P 2
  • 69. Board matches are my favorite way to kickoff any fundraising campaign. Activate Your A-Team S T E P 2
  • 70. On a scale of 1-10, how active is your Board in giving & fundraising? L E T U S K N O W 1 1 0
  • 71. 1. How to Tell an Impact Story 2. Their Role on the Board 3. How They can Fundraise Activate Your A-Team S T E P 2 3 T H I N G S E V E R Y B O A R D M E M B E R N E E D S T O K N O W
  • 72. Need help getting your board giving? Check out our Board Engagement Course (link on our website) Activate Your A-Team S T E P 2 B O A R D E N G A G E M E N T M I N I - C O U R S E
  • 73. Craft Your Core Story S T E P 1 Clear & Constant Communication S T E P 3 Activate Your A-Team S T E P 2
  • 74. The confused mind always says "no". Clear & Constant Communication S T E P 3
  • 75. People need to hear something 7 to 14 times before they'll take action. Clear & Constant Communication S T E P 3
  • 76. Clear & Constant Communication S T E P 3
  • 77. You Have the Curse of Knowledge You know WAY more about your organization than your audience ever will or needs to. You must simplify your communication and repeat yourself often. S T E P 3 Clear & Constant Communication
  • 78. You Have the Curse S T E P 3 Clear & Constant Communication
  • 79. No Jargon No Insider Baseball No LONG Paragraphs No Death By Detail S T E P 3 Clear & Constant Communication
  • 80. Multi-Channel • Social Media • Email List • Website & Blog • Mailers • Phone Calls • Radio • Digital Advertisements S T E P 3 Clear & Constant Communication
  • 81. If your social media is not a part of a bigger system, you are likely wasting your time. S T E P 3 Clear & Constant Communication
  • 82. A solid email marketing plan is the best online strategy for driving donations. S T E P 3 Clear & Constant Communication
  • 83. Not Enough 80% Just Right 10% WAAAAY TOO MUCH!! 10% *This is not real data - just my experience with nonprofits. What we typically see...
  • 84. Just because you sent an email about it doesn't mean everyone knows.
  • 85. Value, Value, Value, Invitation Value, Value, Value, Invitation Value 90% Invitation 10%
  • 86. Communicate More During Campaigns K I C K O F F F I N A L W E E K F I N A L D A Y B I - W E E K L Y W E E K L Y D A I L Y 2 - 3 X
  • 87. Your "Best Appeal Email Ever" • Not Spammy • Personal • Relational • Clear
  • 88. A Guide to Sending Your "Best Appeal Email Ever" • Step-by-Step Instructions • Best Subject Lines • Screenshots • Real-Life examples brancheslab.com/kit F R E E D O W N L O A D
  • 89. Craft Your Core Story S T E P 1 Radical Gratitude S T E P 4 Clear & Constant Communication S T E P 3 Activate Your A-Team S T E P 2
  • 90. How you respond to a donation is more important than how you ask for one. Radical Gratitude S T E P 4
  • 91. Radical Gratitude S T E P 4 SOURCE: Bloomerang
  • 92. Retain donors and deepen engagement by: Radical Gratitude S T E P 4 • Saying "thank you" in creative ways • Making people feel noticed • Showing that their gift mattered • Demonstrating impact • Sharing the feel-good stories • Staying in touch
  • 93. Craft Your Core Story S T E P 1 Radical Gratitude S T E P 4 Clear & Constant Communication S T E P 3 Activate Your A-Team S T E P 2 Never Go Alone
  • 94. Where can you find the support and expert help you need?
  • 95.
  • 96. Enroll & Get Immediate Access To:
  • 97. What You Will Create: • Brand Personality • Audience Personas • A-Team List • Marketing Strategy • Acquisition Funnel • Redesigned Website • Audience Journey Map • Fundraising Plan • Social Media Strategy • Email Marketing Plans • Influencer Marketing Program • Targeted Advertising System
  • 98. Invitation to Exclusive goodmakerU Facebook Group Find support. Ask questions. Network with other like- minded leaders. B O N U S 1 $ 9 9 V A L U E
  • 99. Invite your colleagues, boss, board members, or future hires to the course, for free. Free Team Access Up to 3 People B O N U S 2 $ 1 9 9 4 V A L U E
  • 100. Encourage your Board to give. Equip your Board to fundraise. Board Engagement Mini-Course B O N U S 3 B O A R D F U N D R A I S I N G Mini-Course $ 3 0 0 V A L U E
  • 101. Exclusive Invitation to Monthly Q&A Sessions Find support. Ask questions. Network with other like- minded leaders. B O N U S 4 $ 2 0 0 / M O N T H V A L U E M O N T H L Y L I V E Q & A W / E X P E R T
  • 102.
  • 103. Enroll by next Friday to receive the 4 bonuses. Find the course by visiting brancheslab.com/kit (and scroll a bit)
  • 104. Craft Your Core Story S T E P 1 Radical Gratitude S T E P 4 Clear & Constant Communication S T E P 3 Activate Your A-Team S T E P 2 Never Go Alone
  • 105. Questions? Email me at jesse@brancheslab.com Get the free kit & check out the course at brancheslab.com/kit