Get Year-End Ready: Your Fundraising Toolkit for Giving Tuesday Success

Alright. We are just after, just at one o’clock. I see everybody hopping in now, so I’ll give a moment for everybody to get settled.
Just see that number climbing. Good afternoon, everybody who’s on the East Coast and everybody in Central time, thanks for joining us Read More

Alright. We are just after, just at one o’clock. I see everybody hopping in now, so I’ll give a moment for everybody to get settled.
Just see that number climbing. Good afternoon, everybody who’s on the East Coast and everybody in Central time, thanks for joining us over lunch, or it might be lunchtime where you’re at.
All right, all
right, West Coast.
Good still morning, then Misty,
alright. I’ll give another another minute or so for everybody to get in here. I still see this number climb climb in. So we got a lot of registrants today, hopefully a lot of attendees.
Nice man, you guys are beating me to the punch. I was going to ask where everybody was from in a few minutes. And I love that you’re all doing the proactive check in. This is perfect. Awesome. Canada checking in.
All right, Pennsylvania, you might be right down the street from me. All
right, it’s still climbing. I have a feeling we’re going to see a bunch more people log in as time moves forward, but just after one o’clock, I want to respect everybody’s time. So welcome everyone. We are thrilled to have you here for today’s session. Get year end ready your fundraising toolkit for giving Tuesday success. We know how much effort you pour into your mission, and fundraising today is tougher than ever. Donors are distracted. Data is everywhere, and teams are stretched thin. That’s why today we’re talking about the tools, tactics and solutions that you can use to enrich your data reach the right people and inspire more giving, especially now at the end of year. So let’s jump right in.
First a little bit about myself. My name is Dave Kinnaman. I am the Director of Sales here at DonorPerfect, and I’ve been helping nonprofits achieve their fundraising goals for over 18 years. Most of my time here has been spent working directly with fundraising organizations, and in my free time, I am very involved in coaching youth soccer, along with chauffeuring my kids around to all of their various sports and school activities. They’re at school right now. I am working from home today, so luckily, I won’t have too many unexpected visitors, but we’ll see what happens.
Let’s take a quick look at today’s agenda. We’re going to cover some tactical, practical tools, ideas and solutions around how to enrich your data and focus on the right people. Then we’ll touch on how you can get the word out through email, video, social media, marketing and other communication channels, and then how to drive people to online giving experiences and getting them to convert, along with communicating gratitude afterwards, and then nurture those relationships moving forward. And then let’s talk about, you know, reporting on Giving Tuesday or end of year campaigns, or just in general, to help your your your planning moving forward for next year, I will have two guest presenters join me today, representing our integrated partners, respectively, Constant Contact and give Cloud. Thank you to Thomas and Neil, and we’ll hear more from them later in the presentation. Now I do want today to be as interactive as possible. I see a lot of people already checking in. While I can’t hear you, you can just listen to me. I do want to hear from you in the chat or in the Q A section. So if you have any questions along the way of anything that I’m covering, or Thomas or Neil are covering, feel free to put them in the Q, a section within zoom that gives you the ability to get answers live. You know, I have some people. I have some friends in the chat who are patrolling the Q amp, a section that may be able to upvote you to get you to the top. We may be able to answer them live during the session, or we can answer them right within chat. I’ll also be asking you some questions. Or you can interact with other attendees right in the chat section. So questions go in the Q amp, a area. Regular interaction goes right in chat. And I see a lot of people still post them where they’re at. That’s awesome.
Let’s see. So I do want to mention, though, if we don’t answer your question live or in the chat, it’s probably something that’s more more pertinent for us to actually follow up with you directly after. So we’ll we’ll note that we’ll have a list of all the questions, and we’ll follow up with you after, and you could always follow us up with us directly throughout the session. I will be touching on a lot of features that may or may not already be active in your DonorPerfect package if you’re a current client. So I’m going to ask you to indicate interest in activation after touching on each but before I move on, I want to make sure everyone’s still awake and the chat is working, even though I already see it.
It going crazy. Feel free to go right in the chat and type the name of your organization, the state which you’re located, and if you’re using a donor management system right now, in which one, if it’s DonorPerfect, that’s great. You may have much of what I showed today already available to you today, so I can just really show you a little bit more. All right, let’s see. I’ve already seen a lot of places. Pretty much the entire country and Canada has been represented. Nice, DonorPerfect users right at the top.
Awesome. Okay, keep putting it in there. We will get started. We got a couple 100 people on here, so we’re going to see that chat scroll up and down for a while here. Awesome.
Okay, so let’s start with how we can enrich your data and focus on the right people. We all know that great campaigns start with great data, but often we spend too much time cleaning lists and trying to predict who’s ready to give you know, in fact, how many of you struggled today with data cleanliness and usefulness. Feel free to throw something in the chat and let me know what kind of issues or challenges you’re running up against right now when trying to ensure your data is continuously useful. So after you write your your name and location, let me know which what challenges you’re having with with understanding your data.
All right, and I see a lot of lot of AI assistance going in there. That’s great.
All right? Well, DonorPerfect certainly helps you work smarter by enriching and scoring your data automatically. The first example I’m going to touch on on how we can help with this is if you were invest in our integrated donor search service. Donor Search helps nonprofits uncover major donors in their database and network through detailed wealth screenings that reveal giving capacity and history, easy to understand reports that we can provide highlight which high value donors and prospects to engage. So one thing to keep in mind when you know learning more about prospect research and wealth wealth screenings. Wealth alone does not guarantee donations. That’s why donor search also assesses the likelihood of giving so you can focus on those most likely to support your mission. One of the most important pieces of data that DonorPerfect provides when using donor search is what we call the DS rating, or donor search rating that you see on the screen right here. So if I’m a fundraiser, this rating alone gives me a quick and actionable insight into my current donors. For example, if I find somebody in my system who has received a rating of it’s a one dash one, they are proven to have given over $5,000 to another nonprofit. So right away, when I’ve you know, much of my time here at DonorPerfect was as an account manager working with DonorPerfect users. And the number one thing I would say when they’re working with donor search or prospect research, if they have the budget, invest in prospect research and get this rating, because this immediately will give you targets for a curated list for major donor upgrades. So right away, I tell them, hey, search your DonorPerfect system for all the donors rated with a one dash, one who have given your nonprofit less than $1,000
right away, anybody who pops up on that report can be a curated list of donors who can be upgraded to a major gift potentially. So these donors should get segmented and targeted messaging, messaging around this type of campaign. Donor search in this rating ensures we are asking for the right amount of money and not leaving precious funds on the table. If you have any questions about this service, or more interested in you know more information around how this could work with your system and your donors, type DS, rating in the chat.
This is one of the most important aspects of end of year fundraising, being sure we’re asking for the right amount of money. It can be too much, it can be too little, and that’s why segmented messaging, which we’re going to talk about a lot in a lot more detail later is so important when it comes to understanding your data.
All right, I see a lot of lot of DS ratings in the chat, that’s good.
All right, so next, when we’re talking about data enrichment, very important at end of year, well, throughout the entire year, but even more so at the end of year is address verification. It’s another important element of good data hygiene, particularly now when you’re sending out mailings with our DP address updater built into DonorPerfect, when donors move, we keep up automatically, no more bounced mail or lost connections. Your database stays fresh, accurate and actionable. This feature consistently ensures your system is up to date with accurate addresses, while also providing important deceased record information to ensure you’re not sending mail where it shouldn’t go. This is an automatic service which means you no longer need to export your data, your lists of constituents.
With their names and addresses and import updates from outside NCOA Update Services which can lead to errors and inconsistencies in your data. So with DP address updater, it’s all done for you while giving you access to a dashboard which really tabulates the real time changes and savings you are experiencing.
So there’s really no work associated with making sure you have the most up to date address for all of your constituents. So if anybody has noted a change of address with the US Postal Service, that’s what’s in your DonorPerfect system in real time. So when you’re sending your information to your mail houses, you’re not getting kicked back rejected mailing and paying for postage
that you don’t need to or that’s not getting to its destination.
So
in the chat posts, if you’re currently exporting and doing outside NCO updates, how are you doing it? How are you keeping your addresses up to date? If you’re not using an automatic address update or verification service. And if you’re interested in this, you know, type in DP address
paying someone else to do it. I like that.
That’s great.
Yeah, so. And the great thing about this, you know, I want to make a note, because I do see a lot of DonorPerfect clients in here that may not have this activated as of yet, the old address, when it’s updated to the new address, is automatically moved to alternate addresses. So you do have a full audit history of all the addresses you’ve ever had for Nicole summers, for example.
So this is, you know, one of our most popular features, because it literally pays for itself immediately. You’re able to see the savings right away within your your DonorPerfect system,
I see a lot of people type in DP address up there.
Yep, absolutely, yes. Sarah, okay,
all right, so let’s move on to talk about how we’re going to get the word out. Once your data is ready, it’s time to connect with people in your community. This is where technology amplifies your message, consistent, beautiful communication builds trust with our constant contact integration. You can send targeted email campaigns that reflect donor interests and turn outreach into relationships. I’d like to hand the mic over to Thomas netdesign from Constant Contact one of the most useful and valuable integrations that comes included with every DonorPerfect system. Thomas, just give me a heads up when you want me to advance the slides, and I’ll pass it over to you. Absolutely. David, thank you and thank you everybody. This is a great group. Y’all are y’all are chatting, asking questions. This is awesome. So quick introduction, Sales Engineer at Constant Contact, been working here for 13 years and also founded a nonprofit in southwest Florida as well that is a volunteer nonprofit. Maybe there’s some volunteer nonprofits in the room where you don’t getting paid just yet, but hello to any of those who are volunteer. Go and jump to the next slide for me, David. So as he just mentioned, every DonorPerfect bundle includes Constant Contact so you’re able to utilize us. We’re part of the package. We’re part of the deal here. But if you do not have constant contact activated, please just make sure you contact your DonorPerfect account manager, and they’ll make sure that you are squared away. But with that being said, I was told I only have an hour, so I’m going to get going. Just kidding, I have 10 minutes. So next slide please. David,
so when we’re talking about communication, we’re talking about email and social media, the first thing that we want to do is we want to be smart about our communications, and so just using the acrostic of smart. So the keys here are going to be being specific, being measurable, being attainable, being relevant and being time based, if you can get to where you are setting up these goals, whether that be right now as you’re rolling into the new year as you’re wrapping up for giving Tuesday, just set those goals and try to be as specific as possible. Try to set a goal in place, but making sure that it’s attainable, making sure it’s not overwhelming, because we don’t want to burn out, especially at the end of the year here, but making sure that what you’re wanting to do and how you’re wanting to do it, you can measure that as much as possible, whether that be cleaning up your list, whether that be doing an end year giving campaign, for giving Tuesday, or for a promotion, for a gala, or whatever the case may be, make sure that those are measurable, those are attainable, and that they align with your goal. So just something really simple for you to remember, just be smart about those communications, and that’ll help you with moving forward. Next slide here, David, so we’re going to talk email and social here. So there’s kind of two different frameworks that you’re going to be using, one for the email side, one for the social side of things, but they essentially accomplish the same thing. So when you’re looking at an email campaign, you.
You want to tackle three questions. One, what are you trying to accomplish? Two, why should the reader care? And three, how can the reader get involved? You want to answer these three questions as soon as possible. When you’re sending out an email, I always tell this story because I think it’s fun and it kind of paints the picture. I was doing a support call, and I was talking with a nonprofit. Nonprofits are kind of bad at this. They have an email, but it’s really long, and I was trying to find a specific spot to help them with some formatting that they were having some issues with. So I’m just scrolling, scrolling, scrolling, scrolling, and finally, I’m just like, I’m going to figure this out. So I copy and paste the email into a Word document, and it was 87 pages long, the average time that it takes for somebody to read your email is about nine seconds. That’s about how much time that they can do. How many of you can read 87 pages in nine seconds.
The key is going to be getting to the message as quick as you can. Go ahead and go to the next slide, please. David, so what does that look like when you’re looking at the elements of an email design? Kind of put on your hat of what you look at when you’re looking at your inbox too. The header is probably the first thing you’re wanting to look at, right? Who is this coming from? Do I recognize this person? Do I recognize this business? If you recognize who they are, then you’re likely going to check that subject line. So be enticing with that subject line. Put a question in there. Pose an interesting stat. Put something in there about success story that you’ve had. Have something that grabs their attention. Don’t just say November 2025 newsletter. Have something that gets them excited about what you’re going to do. And then you can use that pre header to help compliment that subject line. And then logos and colors. Branding is key. Branding is your voice. You want to make sure that your brand and your colors and your logos are all everywhere you’re you’re communicating. So whether that be on social media, on your website, make sure your website’s nice and clean and in your emails, because the more that you can get in front of people with your logos, with your colors, even if they don’t need you right then and there, they’re going to remember you, as long as you’re staying relevant and staying top of mind, and then having a hero image that just helps instantly when somebody opens the email. In this case, this probably has something to do with a food bank or something like that. I can tell just by the image, without reading a single word. So having some sort of image right at the top to be able to help you with that. And then your message body, keep it short and sweet. Have a clear call to action. Don’t just say read more. Visit our website. Give them a reason to click on that, whether that be registering, make a donation, complete this form for volunteering. Have some sort of clear message there and then in your footer, point to your social media pages, point to a donate button. Let that footer work for you, so that way you can continue to make those connections. Next slide, please.
Alright, and David already mentioned this here, so here’s some ideas for segmenting and getting the right message to the right people through the email side of things, you could send out to all of your contacts at once. I saw stat that there was like 4100 people on average, and a nonprofit list, a midsize nonprofits contact list, you could send out to 41 people at 4100 people at one time. But chances are you’re going to want to start utilizing that amazing amount of data you have in DonorPerfect to really get to the right people. The thing that I want to highlight, you could see the geographic and the demographic information in the middle. Those are great for that hyper focused maybe you have an event coming up in a specific spot, or you have something that you’re wanting to target for youth or for adults, whatever the case may be, but the behavior in action is going to be powerful for you too, because, as David mentioned, if people donated before, they probably have to do it again. If people volunteered before, they’re probably apt to help you out. So this is a great way for you to do that, and also, tandem use opens and clicks on your emails to be able to get that hyper focused list, so make sure that you’re taking advantage of that. Reach out to us. We’d be happy to help you out with getting those targeted groups that you are wanting to do. Go up to the next slide, please. David, so we talked email. I know that was quick. I’ll answer any questions that you have, but let’s talk briefly about social posting here. So the framework is a little bit different, but it’s going to accomplish the same goal. First thing is that hook. Think of that kind of like your subject line. It’s the first thing that you want people to see, whether that be through your imagery and or the first thing that you put in the email or in the social post itself. So put a question in there, put a stat in there, whatever makes the most sense there. But then you also want to show them a problem that they’re facing. You’re there for a reason. You’re making an impact for a reason. You exist for a reason to solve some sort of problem, or maybe multiple problems. Make sure that you are pointing that out and how you solve that problem. And then, just like email.
So have a clear call to action. Think of your social posting and your email as that gateway to take them to the next thing, right? You want them to go to your website. You want them to go and make a donation. You want them to register for that event or to volunteer. Use these as those actions to be able to do that next slide, we’ll go through an example here just to give you an idea. So this is going to be for a humane humane services, humane society. So I know there’s quite a few of those here, but the hook here. Did you know that over 6 million animals ever enter shelters every year, but only half of them find forever homes. That’s the hook that gets people attention, right? Problem is too many animals are overlooked due to lack of resources and awareness, leaving 1000s of them without the care in homes that they need. Here’s the solution that this particular nonprofit provides. They’ve been able to rehome over 500 animals this year alone by joining our community, you receive heartwarming rescue stories and learn actionable ways to help make a difference. And then lastly, the call to action. Want to be part of the solution. Subscribe to our newsletter for updates on how you can support our mission help more animals in need, and get exclusive invites to our events and fundraisers. So within a few sentences, you’ve tackled all four of those things, and people know exactly what you want them to know and how you can help out. Really simple, add some compelling imagery in there as well, and you’ve got a great social post that will help you drive that engagement. Next slide please.
David, so couple things to be aware of, some things that you can incorporate, either through email or social. Volunteer staff spotlight video and testimonials, as long as you get their permission, video testimonials are an incredibly powerful thing. Event, follow up, surveys. How can we do this better next year? Those things are great educational impact. You’re the experts. Tell them how and why connect back to your mission. And also, how can they get involved? All of these things are great ways for you to be able to take that content and be able to elevate it, to hopefully continue to gage their interest. Going to breeze through these last three here, just for the sake of time. Go ahead and go to the next one here,
and I but I do want to highlight story, because story is ultimately what’s going to help you get those volunteers, it’s going to help you get those donors going to help you wrap up Giving Tuesday. So make sure you’re making those emotional connections. You’re simplifying complex ideas. Sometimes the things that you’re working on are pretty complex, but how can you make it simple for them? How can you help them digest what you’re trying to do and inspire that action? Make sure that what you are saying and what you are doing is compelling them to move forward. You believe in the mission you are on fire for it. Help them catch that fire as well. Next slide please, and the
best way to do that is by humanizing your mission. Stats are great, but make it human. Make it local. Make it personal, share those stories of those individuals that you’ve helped throughout the year that’s going to help, and then also having those stories that are highly shareable, using some of these suggestions, invite people to share them, share them on your own pages, if you can, all of those things are helpful for you to be able to broaden that reach in ways that you may not have been able to do just by posting onto your personal or on your onto your business page. Make sure that you’re incorporating that and then enhancing that donor trust. Be transparent. Show the highs and lows of what’s happening. Help them know how they can help you be able to do that. So I’ll wrap up with this final slide. David,
so when you’re doing email, whether you’re doing email or social posts, focus on real people, not just statistics. Statistics help paint the picture, but 30,000 foot bring it down. Local. Use those visuals, those photos, those videos. Nowadays, there’s so many different photos that you can use as much as you can make them personal photos, not just stock photos, not just AI photos. Sometimes it helps, but if you can make it personal and people start recognizing faces and names, that’s going to be really helpful for you. And with that call to action, give them something every time you’re posting, give them something to do. And then finally, align your marketing to your audience. You know who they are. You know what’s going to reach out to them. And if you don’t experiment a little bit, how can I reach a younger audience? How can I reach my older audience? How can I reach my high donors? And what can I do be willing to experiment with that and align it with your mission and with your audience? David, I’ll pass it on to you, my friend, awesome. Thank you so much. Thomas, that was fantastic. You know, leveraging DonorPerfect and Constant Contact together has really helped our users increase their fundraising success for many years. I’m pretty sure we’ve partnered and integrated with constant contact since I’ve been here way back in 2000
Seven. So this is a long standing relationship that’s helped 1000s of nonprofits. So
So moving forward, I would like to show one of my favorite productivity tools that is also built right into DonorPerfect. It is the fundraiser bot. You can see this little I think it’s Donnie the dog right there. But for those who need a hand drafting fundraising letters or thank you notes or social media posts, you can meet your new digital teammate, the DonorPerfect fundraiser bot, which is powered by AI, it does save you time while helping create personal and emotional communications. Just a quick poll, feel free to put this in the chat. How many of you are using AI, whether it’s chat, GPT or something else, to craft fundraising content today? And if so, feel free to post how you’re doing it in the chat, because I think there’s this chat. There’s so many people here. It is a great place to share ideas. And what I’m going to show you right now may be something you can add to your arsenal. The fundraiser bot is accessible from what right within DonorPerfect. It has the ability to remember your mission statement and previously entered prompts so you can quickly create messaging for different communication channels and calls to action. It also allows different users from within the organization to create catered messaging with their voice and tone.
And if you’re not happy with the first run, you can always adjust and regenerate the messaging. And of course, this can be just a jumping off point. This isn’t meant to replace your sentiment or your voice. It is really just to get you started in the right direction. And it does allow you to copy the recommended message so you can drop it into your tool of choice, Constant Contact, for example, and edit it further. If you have any further questions about the fundraiser bot, just type bot in the chat and we can have someone follow up with you. Anybody who uses DonorPerfect today has access to this right now. Soon as you log off this webinar, you can go into DonorPerfect. You should be able to find it in the system, and if you can’t, just give us a call,
all right, so now that your constituents are engaged, the next step is making it easy and inspiring them to give. Give clouds, immersive, online giving pages don’t just process donations. They tell your story. Donors see their impact instantly, and conversions soar. I’m going to bring on Neil Lariviere to the stage to talk to us more about giftcloud. Neil, I’m going to hand it over to you. Amazing. Yeah. I mean, David took the words out of mouth in terms of what give cloud does. I always like to say, Give cloud and donut perfect, because, like, peanut butter, jelly, steak and eggs, avocado toast, even, you know, we go together so well. Give clouds really built for DonorPerfect in terms of our integration, how it works. And, you know, we’ve been strengthened that relationship throughout the years, and it’s only getting better. So I’m here to show you some of the new things that give cloud is doing in order to help you raise more within your organizations and drive more for your mission. So Dave, you won’t go to the next slide.
So you know, let’s really get into the juice of it right. Get right down the nitty gritty and start showing off. We’ve launched something recently to help organizations prepare for giving Tuesday, and really the biggest giving season of the year, right the end of the year stuff. So next slide, this is impact giving. Impact giving. You might ask, Well, what is that? Well, this project was inspired by a pilot project we ran with a customer years ago. There’s a toy drive over the holiday season during covid, instead of creating a classic donation form where donors were encouraged to give an amount of money, we created a form that focused on the number of kids being giving gifts at Christmas. So it was more than just giving dollars. It was actually seeing those dollars at work. By turning the donors attention to impact, we were able to help the organization triple their fundraising goal and see average order values much higher than on the classic donation forms you already have.
So impact is a variation on give clouds already high converting donation form. It’s designed to let Donors Choose the impact first, instead of dollar amounts from trees planted to vet visits, meals to backpacks. Supporters choose the outcome that they want to fund, making giving feel more meaningful and memorable. Donors add impact items to a cart and a swipeable mobile first experience and check out in familiar, emotionally engaging flow. For nonprofits, it’s easy to set up they define their impact items and associated costs. That’s it pretty simple. The value here is twofold, donors feel more connected to their giving, and organizations raise more by making generosity intuitive and outcome driven. This isn’t just new This isn’t Sorry, just a new template. It’s a mind shift. I.
Shift, mindset shift. Impact reflects the core of trust, raising, letting donors connect with the purpose behind their gift, before committing to the amount. And that subtle shift makes a powerful difference. This experience offers more tangible, visual and choice driven experience. They’re perfect for year end moments like giving Tuesday, when donors are primed to do good but overwhelmed by all the noise, yet they also shine year round as part of your evergreen giving strategy.
When creating a new impact experience, users will be able to choose from a selection of impact reset templates tailored to specific market categories like faith based organ faith based orgs, humanitarian relief, etc, all
that will include impact items tailored to these categories. When you go to set it up, it’s really, really simple, but the real magic is in the new upsells.
These upsells are included with the impact template, and they’re coming soon.
The first upsell happens before the donor pays, and IT services their current impact as a one time donation, and nudges donors to double and triple their impact with a recurring donation. By doing so, donors realize that they can give sorry donors realize that they can have a much bigger impact than they originally expected. Helping six kids instead of two, for example, simply by paying monthly overtime, then by surfacing the opportunity to auto renew their initial commitment once it’s completed,
you can convert what was going to be a one time donor into a lifelong recurring supporter.
Moving on, we have also the fundraise promotion toolkit.
When nonprofits connect their website to give cloud. Today, it enables them to seamlessly embed their donation forms right into their website and customize their giving URLs with these pretty straightforward nothing too crazy. There.
We took this one step further by connecting your website with give cloud should mean even more. Connecting your website to give cloud should turn your website into a donor delight machine, into a revenue generating donor support magnet, ensuring you’re making the most of every visit to your website.
And here it is, the fundraising promotion toolkit, a set of simple, powerful tools that help organizations put their cause front and center the moment someone lands on their site. The toolkit allows organizations to promote their campaigns and fundraising directly on their external, connected website through three options. First visit redirect, sticky banner appeals and social proof notifications for high agency. Days, no extra work, and best yet, no coding needed on this we take of everything. We take care of everything on the back end.
So social proof notifications.
This uses real time social proof notifications to encourage supporters on your site to donate. Works just like social proof on the regular giving experience we have now, but now it’s site wide versus being specific to the giving experience you have.
It pulls activity from all giving experiences with social proof enabled and displays it on the bottom left hand side of your site.
The other part was the first visit redirect, automatically open your giving experiences the first time someone visits your website, perfect for high urgency days like giving Tuesday, supporters are coming to your site on Giving Tuesday to do one thing, donate, no need for them to find your donate button, open your Giving Tuesday donation form as soon as someone hits your site. Simple,
sticky banner appeals. The other thing we’ve talked about, it adds a persistent Call to Action banner at the top of your site with a custom banner text and call to action to open a giving experience. You can use this promote your active campaigns, like donate, donation matching, or any year end giving. You might be doing
all this without any extra coding on your part. These tools make it easy to promote campaigns, create urgency and inspire action. Like I said several times now, no extra coding required. It’s the fastest way to transform website traffic into generosity.
All of it is designed to help you raise more when the urgency is high.
You can see here all those different
parts of the toolkit I mentioned, and imagine being able to run a Giving Tuesday appeal banner that takes donors right to your form. You can see that on the top of the screen,
it even calls them by name if the banner is recognized by your donor.
Or imagine auto launching your end of year donation form on those hires seek giving days in December so everyone has a chance to give.
Or imagine having social proof following your donors around as they browse a nonprofit’s website, reminding them that they’re missing out on a community of donors making an impact all these little moments, the upsells, the animations, the banners, the appeals.
It’s all meant to fulfill a promise we make to every nonprofit.
If you want to be absolutely confident that you’ve done everything possible to maximize the chances to convert a donor, then give cloud is the platform for you,
something we’re introducing this year. We introduced some Giving Tuesday templates last year in a simple way, but we’re expanding it this year.
Next slide, Giving Tuesday templates are designed to reduce friction for our subs
all the nonprofits during a high pressure time and help them launch fast and beautiful, high converting giving experiences. Here’s what’s included. You can see there on the screen, standard giving experiences, compact giving experiences, and 11 impact templates with pre loaded impact items tailored to key cause categories, like animal welfare, arts and culture, hunger relief, social services and more. Each template comes pre branded with giving Tuesday visuals and messaging and is fully customizable. Still, the goal is to give organizations like yours a beautifully designed, quick start fundraising option that you can personalize in just minutes, so you don’t need to know the ins and outs of give cloud, this is making it so much easier to launch a form quick and easy. So why does it matter? Well, it helps organizations launch faster with less stress, drives higher conversion rates with design first, emotionally compelling experiences,
and I believe you all have access to as long as you have good cloud.
This is really great as well. Sorry, David, I think you’re about to talk. Is it really great for smaller teams or even newer organizations? Surrounding Giving Tuesday are really year end, because you may not know kind of how to put everything together, and so the templates will allow you to do that quickly.
Thanks, David, yeah, you got it, yeah. And I see a lot of chatter in the chat about give cloud specifically, and I see some some of the moderators are answering questions, but yeah, some of you may already have access to what Neil has shown and talked about today. But if you’re unsure, just reach out to your DonorPerfect account manager. Or if you’re not using DonorPerfect, reach out and, you know, I’ll put on the on the slides in a few minutes, how you can get in touch with us about how we can talk a little bit more about DonorPerfect and give cloud. You know, with our seamless integration, you can be sure that your online supporters are immediately added to your DonorPerfect system for cultivation moving forward, just like Constant Contact, we’ve been partnered with give cloud
for many, many years, so we’ve been really working together to ensure that both of the platforms integrate successfully and beautifully, so that you can then steward those relationships as we move forward. Now we do realize your work doesn’t end with collecting a donation that really only begins or expands on the relationship donors want to feel, feel appreciated, seen and really inspired to stay connected to your organization. So with gift acknowledgement, any gift entered into DonorPerfect is put into a current open batch for acknowledgement, while give cloud sends auto thank yous, for example, immediately there’s still cash donations, checks and other donation channels that need to be thanked effectively. DonorPerfect allows you to quickly create thank you emails or thank you letters for all of your donors in seconds. Also for our Canadian clients, we provide them with appropriate Canadian receiving capabilities to make thanking your donors, according to requirements, seamless and easy. Literally takes seconds to create 1000s of letters or emails. The only thing we haven’t done yet is figured out how to stuff the envelopes for you, if you are still doing physical thank you letters, but we are working on that. Get back to me. There
is much more work that needs to be done after we have effectively thanked our donors. That’s why we’ve created DonorPerfect donor journeys. These journeys can automate touch points at various moments of the year and can be tailored to each donor’s history and your organization’s goals. Out of the box, we have three types of donor journeys that are built to nurture and enrich your connections, so that at this time of year, you’re ready and able to invite their participation in your year end fundraising appeal. The new donor journey sets your nonprofit up for excellence first and provides you with a great opportunity for a good first impression with new and prospective donors. It guides prospects from.
Expressing interest in your mission through making and being thanked to for their first gift. The donor retention and upgrade journey is where your donors will likely spend most of their time with you. We use this journey to honor your loyal supporters, be connected to your community and stay up to date with your donors. Philanthropic goals, the lapsed donor reactivation journey helps you learn why people may have stopped giving and reconnect with those who are interested in remaining part of your community. You can also use this journey to keep your database clean and focus your energy on people who are truly interested in supporting your cause. When paired with our newly released donor score and constituent list, these donor journeys become even more valuable because it helps you understand who to prioritize for any of these journeys. Now, while we have these three out of box, there is the potential to work with our professional services teams to create custom journeys, because we realize every nonprofit is unique and different. Feel free to comment journey in the chat, if you’re interested in more information for donor journeys, and yes, this is directly within DonorPerfect, so this is not an outside tool or process.
Also feel free to throw in any custom donor Journeys you can think of or think would be valuable to you and your mission. If it’s not a new donor or upgrade or lapsed donor. If there’s any ones you can think of, throw them in the chat. Maybe it’ll give some ideas to some other fundraisers that are here today.
All right, now, some of these next few tools may support some of the donor journeys we touched on within the prior slide. A quick text can make a huge difference, whether it’s a thank you, an Event Reminder or an urgent update. DP text allows you to send and receive text messages while tracking the conversations right within DonorPerfect, our clients have used DP text not only to capture donations or pledges, but also to communicate important information related to their mission, events, volunteer opportunities and much more, since the conversations are tracked in DonorPerfect, you can also filter and report on this information moving forward, being able to quickly see everyone who’s responded to your text outreach gives you the appropriate insights required to support successful future outreach efforts, especially at end of year. If you remember back when Thomas was talking about segmentation, we can segment Hey, who who responded to this text last year? I’m going to send them another text about this event or or giving Tuesday, because I want to make sure I’m utilizing the appropriate communication channels for my constituents. Also, since DP text is conversational, you can set up packs paths for different text replies that give alternate or different responses. These responses could include donation links, videos or just different types of calls to action or information. If interested in more info about this tool, throw me a text in the chat and our account manager can talk to you about it.
See a lot of questions in there, perfect. Okay?
And When words aren’t enough, or written words aren’t enough, you can send a heartfelt video message right from DonorPerfect via DP video. It’s quick, it’s human and typically unforgettable. DP video allows you to record and send video messages to your supporters. Many of our clients who’ve used this have found great success with personal end of year appeals while using DP video, one of my clients actually created a segmented major donor list via the donor search rating score that we talked about way at the beginning of this presentation, and then they put them on a donor upgrade journey, which we talked about a few slides ago, which included different touch points via email through Constant Contact, and then that included a link to a give cloud donation form. Then the next step in the journey was a text via DP text, which also had maybe some personalized video messages from their executive director as the final ask for a personal meeting. So there was actually a client who found great success as part of their end of year fundraising efforts, utilizing pretty much every step of this presentation to increase their year end giving it really wound up being a very successful campaign for them. And just as if you were interested in learning more about DP text, you can put video in the chat, and our account managers can reach out with you. Reach out to you with more information, but before I move forward, how many of you are sending texts or video messages now? If so, what tools are you using? Are you using DP text? Are using Constant Contact?
How are you getting your messages out to your constituents? Yes, okay, I see some some familiar options. I
said I haven’t put anybody to sleep yet. That’s good. That’s kind of after lunch for some people, and that’s when I typically need a nap. All right, perfect. All right. So let’s talk about reporting. After all your effort, you deserve to see the impact while learning from what worked and what did DonorPerfect reporting tools.
Really make this effortless.
So with scheduled reports, you can automate updates for yourself, your board or your team data arrives according to the schedule you choose, so everyone stays informed. If any of you are sitting there running a batch of reports every day, every week, every month that your board asked for, or a weekly update you need to provide for, maybe a team meeting. This is the solution for you. Or if there’s just a report you’re running all the time, this is the solution for you. You don’t have to click buttons. It just shows up in your inbox. So DonorPerfect does come with the ability to schedule reports to be sent to yourself or any members of your staff automatically. This is a game changer for efficiency and time savings. So you’re sitting there right now and every Monday you’re running the same report, or every Tuesday or every week or every day you’re running the same report. Forget about it. Scheduled reports is a solution for you. You need help with this, and your current DonorPerfect client, our support team can help or an account manager can help you find how you can schedule these right away.
And with our dashboards, you can visualize progress in real time. We all know how important it is to celebrate wins, spot trends and keep momentum going, so we created visual indicators for your campaign progress. These fundraising goal dashboards are customizable for each organization and can be extremely specific. You can create custom filters so these update in real time based on cash check or online donations that stream into DonorPerfect. If you’re a DonorPerfect user, you can see this as soon as you log into your system. Right away on the home screen, you’ll see your top three dashboards on the and it’ll ensure that you and your colleagues are all plugged into the current campaign success. So you can be very specific. Doesn’t need to be giving Tuesday. You could say, just show me all people who gave from Pennsylvania on Giving Tuesday. So you can be be very specific. If it’s within DonorPerfect, you can filter on it.
Love using these. I like seeing that I just peeked at the chat, seeing some great things about these, these fundraising dashboards. Alright, so you currently made it 47 minutes with me here, so include closing. Every tool we shared today is designed for one purpose, to give you back time to serve your mission and your people, whether you’re enriching your data, sending emails, inspiring gifts or nurturing loyalty. DonorPerfect is your partner every step of the way. I want to thank you all for joining us today. I want to thank Thomas and Neil for joining us and all my helpers in the chat, Lori and Maddie, and I think I see Christine was in the chat as well. So I want to thank everybody. If you’re ready to see these tools in action or want personalized guidance, reach out to our team and let’s build your most successful giving season yet together. And I’m going to leave this up on the screen here. If you’re a current DonorPerfect client, you can scan the QR code on the left to get in touch with your account manager. They can talk to you about your account or any of the features we touched on today, if you’re a hopeful DonorPerfect client, or if you’re just unsure and you maybe want to learn about some of the tools you saw, feel free to use the QR code on the right or the URL.
I’ll leave these up for a few minutes. Also, if there’s any questions that were unanswered. Like I said, we’ll follow up with you directly to assist. We’ll stick around for a little bit to answer some questions we may see throughout the chat. I hope this presentation was useful for you all, and best of luck with your end and DonorPerfect, Constant Contact and give cloud are here to help. Have a great day, everyone. If you need to jet feel free to log off. Thanks. Thomas and Neil. If if you have any closing thoughts, you’re welcome to hop on. I do see the chat is pretty active right now, so I’m going to check in, and I’ll stick around for another few minutes. You
all right,
let’s see here.
Christian is the text feature an extra cost. Yes, DP, text does have a cost that comes with it. There, your account manager can review with you. The most appropriate package for your organization really depends on the number of texts you you wish to send, or if it’s around an event. So
DP video, there are free trial videos, but there is a cost if you want the ability to send unlimited videos.
That’s great to hear. Sarah, we’re very interested in talking to you about any of your end of year fundraising needs, so feel free to reach out whenever you’re ready.
Michelle, that’s a great question when you’re looking to create a list. Our support team is here to help you with any type of questions you may have. So.
Uh, if you’re in DonorPerfect, you can click on the chat, and you can chat our support team, and they can walk you through how to create a list that will transfer over to Constant Contact.
Samuel Howell, soon with the recording. Typically, we get it out with him one business day.
And Elizabeth, it does not right now, but it will, hopefully in the future, but we do have another update service for Canada. Feel free to reach out to your account manager if you’re interested.
You got it
all right?
I know we’re right at 10 of
and while there are only three default dashboards as soon as you log in, there is another organizational dashboard as well as individual dashboard where you can track separate fundraising goals, whether it’s around the solicitation code or a general ledger. So reach out to your account manager or the support team, if you wish to track different goals or more than the three goals that come, come default on your home screen,
Roxy, and yes, it’s available with every bundle of on.
All right, so I want to thank everybody again. I think we’re going to end it here, but I do have the chat you have the ability to
follow up with us directly right here, if you have any questions, or if there are any questions that were unanswered, we’ll reach out to you directly. But if you can’t wait, just scan one of these QR codes and thank you all. I appreciate it. You.