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THE ONLINE FUNDRAISING FORMULA: A
STEP-BY-STEP GUIDE TO PLANNING AND
LAUNCHING WILDLY SUCCESSFUL ONLINE
FUNDRAISING CAMPAIGNS
Julia Campbell
ABOUT ME
Mom of 2
Returned Peace Corps Volunteer (Senegal
2000-2002)
Author, Storytelling in the Digital Age: A
Guide for Nonprofits and How to Build and
Mobilize a Social Media Community for
Your Nonprofit in 90 Days
Former Development and Marketing
Director at small shops
www.JCsocialmarketing.com
Tweet: @JuliaCSocial
TWEET @JULIACSOCIAL
THANK YOU!!!
Please leave a review on
Amazon!
TWEET @JULIACSOCIAL
WHAT WE WILL
COVER TODAY
The four phases of online
fundraising campaigns that
slay:
Planning and preparation;
Launching with a bang;
Keeping momentum with a
Campaign Calendar;
Strategic follow-up after the
campaign ends.
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ONLINE LANDSCAPE
IN 2020
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$2 BILLION RAISED
BY NONPROFITS ON
FACEBOOK VIA
CHARITABLE GIVING
TOOLS SINCE THEIR
INCEPTION.
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HOW TO CHOOSE
THE BEST ONLINE
FUNDRAISING
PLATFORMS FOR
YOUR SMALL
NONPROFIT
TWEET @JULIACSOCIAL
BEFORE JUMPING
ON A NEW DIGITAL
CHANNEL:
Is your audience there?
Can you add value to this
channel or just more
noise?
What can you post that will
be interesting and unique?
Why are you using this
channel specifically?
TWEET @JULIACSOCIAL
CONSIDER:
Can you design and create
content specific to that
channel?
Do you have the capacity
to manage another
channel?
Research
Knowledge
Content creation
Measurement/analysis
TWEET @JULIACSOCIAL
YOUR NEW
MANTRA
Less is more.
Focus over frantic.
TWEET @JULIACSOCIAL
4 PHASES OF SUCCESSFUL ONLINE
FUNDRAISING CAMPAIGNS
TWEET @JULIACSOCIAL
Strategy Strategic follow-up with new donors after the campaign ends.
Momentum Keep up momentum through the campaign lags with a Campaign Calendar.
Launch Launch with a bang!
Planning Planning and preparation are key.
BEFORE YOU
BEGIN:
BUILD A
COMMUNITY
FOR ONLINE
FUNDRAISIN
G
TWEET @JULIACSOCIAL
SHARE
YOUR
IMPACT
Resource: https://www.classy.org/blog/want-donors-to-give-again-read-this/
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Source: http://www.queerideas.co.uk/my_weblog/2015/10/the-fundraising-paradox.html
TWEET @JULIACSOCIAL
KNOW YOUR
AUDIENCE.
What do your supporters
really value?
What do they want to
know more about as
related to our nonprofit
and our work?
What motivates them?
TWEET @JULIACSOCIAL
KNOWLEDGE GAPS
What does your target
audience already know
about you?
What misconceptions may
they have about the
population you work with
or the work that you do?
TWEET @JULIACSOCIAL
BUILDING AN
ENGAGED ONLINE
COMMUNITY
MEANS:
Building trust
Educating people around
the issues
Showcasing your impact
Eliciting emotion and
excitement
Inspiring people and
making them proud to be
in your court
TWEET @JULIACSOCIAL
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STEP 1:
PLANNING
AND
PREPARATIO
N
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GET YOUR
WEBSITE
READY
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CHOOSE OUTSIDE
PLATFORMS IF NEEDED
Facebook
YouTube Giving
CauseVox
Crowdrise
Classy
Many, many more: Top 10 Crowdfunding Platforms for
Nonprofits
TWEET @JULIACSOCIAL
FACEBOOK
FUNDRAISER
S
18% of donors worldwide
have donated to a
charitable organization
directly through
Facebook.
Of those, 88% say they are
likely to give again
through Facebook.
Get the report:
https://nptechforgood.co
m/wp-
content/uploads/2019/02
/2018-GivingReport-
English.pdf
TWEET @JULIACSOCIAL
TWEET @JULIACSOCIAL
HOW CAN WE USE
FACEBOOK
FUNDRAISERS?
https://donations.fb.com
Encourage your
supporters to set them up
Explain the process
Give them advice, tips,
tricks to setting up a
successful fundraiser
TWEET @JULIACSOCIAL
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AT LEAST 3 MONTHS OUT
Conduct research. Is there a similar campaign already in place?
What are partners and others in the industry doing?
Form a Campaign Committee.
Set a date for the launch.
Create the Campaign Work Plan – who will do what and when
(work backwards from the campaign launch date).
TWEET @JULIACSOCIAL
AT LEAST 3
MONTHS OUT
Create a recruitment strategy for
Online Fundraising Ambassadors
(can call them something fun)
Who are they?
How will we reach them?
What materials and training will
we give them?
What exactly do we want them to
do?
How will we keep them activated
and engaged through the
campaign?
TWEET @JULIACSOCIAL
AT LEAST 1
MONTH OUT
Tease the upcoming launch of
the campaign on social media
and email, a blog post or
teaser video.
Create a Content Calendar so
that you know you are hitting
all channels.
Create a Measurement
Spreadsheet to measure the
impact that your campaign is
having (it may be more than
just money!)
TWEET @JULIACSOCIAL
TWEET @JULIACSOCIAL
DEVELOP THE
CAMPAIGN
COLLATERAL
TWEET @JULIACSOCIAL
Videos
Blog posts
Social media posts
Original photos
Infographics
Email templates
PR
Graphics – all digital channels
must look alike
Logo or central graphic on
website and email marketing
collateral
Collect images that can be used to
post
Blogger/influencer outreach
materials
TWEET @JULIACSOCIAL
STEP 2:
LAUNCH
WITH A
BANG!
TWEET @JULIACSOCIAL
LAUNCH
DAY!
Before the public launch,
secure some donations to
have $ in the coffer.
Remember the rule about tip
jars!
Make sure staff and Board
members make their
donations first.
Also, if they are going to ask
for money, they must show
that they have also given.
TWEET @JULIACSOCIAL
LAUNCH
DAY!
Create a short, sweet, to the
point but enthusiastic launch
email.
The email is to get people
excited and pique their
interest!
Direct people to the donation
page.
Promote a matching gift if you
have secured one!
Call the first few donors to
thank them for their
contribution, and see if they're
able to share their campaign TWEET @JULIACSOCIAL
TWEET @JULIACSOCIAL
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ALL HANDS
(AND
CHANNELS) ON
DECKAnnounce the campaign on
Facebook when the launch
email goes out.
Pay to boost that particular
post so more of your fans see
it.
Upload the campaign video
directly into Facebook rather
than share a link from
YouTube.
If you can, get supporters to
start personal Fundraisers on
Facebook for you:
https://donations.fb.com/ TWEET @JULIACSOCIAL
ALL HANDS
(AND
CHANNELS) ON
DECKAnnounce the campaign on
Twitter when the launch email
goes out.
Upload the campaign video
directly into Twitter.
Schedule multiple tweets for
launch day (using different
language and visuals each
time).
Use Thunderclap to get more
traction from your
stakeholders.
TWEET @JULIACSOCIAL
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STEP 3:
KEEP UP
MOMENTUM.
TWEET @JULIACSOCIAL
CONTINUE PROMOTING THE
CAMPAIGN
Be enthusiastic – the energy will feed from you and from the
Committee members.
Keep everyone motivated and accountable – follow the Work Plan.
Make sure to always be capturing contact information from campaign
participants, not just donors.
See what’s working and what can be improved, tweak as you go.
Have fun!!
Send frequent updates on campaign progress (put in the Work Plan).
TWEET @JULIACSOCIAL
TWEET @JULIACSOCIAL
TWEET @JULIACSOCIAL
TWEET @JULIACSOCIAL
STEP 4:
STRATEGIC
FOLLOW-UP.
TWEET @JULIACSOCIAL
HOW TO
CULTIVATE YOUR
NEW ONLINE
DONORSCommunicate the results
frequently!
Show the progress week by week.
Publicly thank and call out those
who have given using social
media platforms.
Message people who have shared
the campaign on social media but
haven’t donated themselves.
Throw a virtual campaign
celebration party at the end. Have
a live countdown at the event for
any hold-outs.
TWEET @JULIACSOCIAL
HOW TO CULTIVATE YOUR NEW
ONLINE DONORS
Call them, regardless of gift size!
Create a special email welcome campaign.
Share the impact of their donation.
Share stories from real people in real situations.
Get them more involved immediately.
Ask for their feedback, ask how the campaign went, ask them
to be Social Media Ambassadors, etc.
TWEET @JULIACSOCIAL
BATTLE-
TESTED
TOOLS
Canva –
https://about.canva.com/
en_in/canva-for-
nonprofits/
Animoto –
https://animoto.com/busi
ness/non-profit
WordSwag mobile app –
http://wordswag.co/
TWEET @JULIACSOCIAL
BATTLE-
TESTED
TOOLS
Hootsuite –
https://hootsuite.com/pa
ges/landing/non-profit-
discount-application
Buffer –
https://buffer.com/nonpr
ofits
BuzzSumo –
http://buzzsumo.com/no
nprofits/
TWEET @JULIACSOCIAL
REMEMBER
WHAT
DONORS
WANT!To make an impact.
To give back.
To make a difference.
To be involved.
To create a meaningful
life.
TWEET @JULIACSOCIAL
SO BE SURE
TO GIVE
THEM:
Evidence of the impact.
Stories of lives changed.
Opportunities to get more
involved.
Chances to spread the
word.
TWEET @JULIACSOCIAL
QUESTIONS?
Twitter: @JuliaCSocial
Julia@jcsocialmarketing.com
www.jcsocialmarketing.com
Free Facebook Group for
nonprofit social media
managers:
https://www.facebook.com/
groups/socialmediastorytelli
ng/
TWEET @JULIACSOCIAL

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