1 HOUR 10 MINS
How to Position Your Nonprofit for Fundraising Success in 2021
While you can’t predict the future, there are specific things you can do to position your nonprofit for fundraising success.
Categories: Expert Webcast
How to Position Your Nonprofit for Fundraising Success in 2021 TranscriptPrint Transcript
All right. Well, good afternoon, everybody. Welcome to the webinar, how to position your nonprofit for fundraising success and 2021. We are super excited to be here. And yes, there are two of us today. My name is Kelly Ramage, and I am joined by my colleague Donna. Read More
All right. Well, good afternoon, everybody. Welcome to the webinar, how to position your nonprofit for fundraising success and 2021. We are super excited to be here. And yes, there are two of us today. My name is Kelly Ramage, and I am joined by my colleague Donna. Donna, would you like to say hi and introduce yourself? Yes. Hello,
and welcome. My name is Donna Mitchell. And I am so delighted to be here to share these tips and tricks with you today.
All right, so we have a an exciting time planned for you, or at least we think it’s exciting. Hopefully, you will think that as well. What we are going to be covering includes five different kinds of topics, if you will. So we will be doing a little bit of jumping around and just know that you will have an email available with resources that we’re referencing, and then the recording will be available as well. And it will be found at our webcast page. So you would want to navigate to donor perfect.com. And then search for expert webcasts. So the topics for our conversation today include how to remove unseen barriers to giving well what does that really get boiled down to? Well, we’re gonna boil it down to targeting and making your communications personal. The easiest way to build sustainable revenue? Well, I’m guessing you might be thinking that’s probably monthly given where you are right. And we’re going to also show you some tips and tricks on the importance of making everything bite size for your donors. Thirdly, we’re going to be talking about the key to targeting big impact owners. Yes, that does translate to major donors and major gifts. But we’re we’re going to be focusing on and highlighting is the importance of connection and communication. Fourth, we have the past to virtual event success, we have a lot of great resources that we’re going to be sharing with you. But we are going to show you that a virtual fence event can be fun. And then lastly, how to leverage social fundraising. Well, yes, that is crowdfunding. And we are going to emphasize the ease and the importance of sharing. So what we’re going to be doing here is a little bit of back and forth between Donna and I and Donna is going to take it from here and talk about the first two topics. So I’m just going to switch that over to her and then she is going to dazzle you some information that should now be coming your way. Okay, okay. And there we are, okay, perfect. Your screen.
Okay, jump to a different screen. So what we’re going to talk about is targeting and making your appeals and correspondence with your donors personal. Now, obviously, you can use the fields on the screen, the name, the salutation, and all of that personal for your donor. But we’re going to show you and talk to you about how you can really personalize this to show that you’re paying attention to what those donors are doing and how they’re supporting you. And the way we’re going to do that. And I’m just going to swing, Donor Perfect over Good morning. Good afternoon, though in a perfect woke up. Now, we’re going to talk about how you can create what we call is a calculated field. Now I’ve already done that, I’ve created a calculated field. But let’s talk about what a calculated field is. So let’s say for example, you’re having your annual campaign or you’re having, in our case, our building fund, we’re building an education center. And those gifts are coming in and I run a report, and I see each individual gift and I have to go in there and add it up for each donor. And I want to see the total for each donor. Well, instead of me doing that, I can actually create a calculated field to do the work for me. And what a calculated field will do will calculate specific totals, it might do a sum and average maximum minimum, there’s a whole lot we can do. But we’re going to do the sum of a specific appeal. In our case, it’s going to be our building fund appeal. So what we’re going to do, I’ll show you where it is, and then I’ll show you how we can use it. I’m going to go into settings and calculated fields. So if you haven’t done Calculated Fields, this is a great time to learn about them. So that will be popping in very, very momentarily. All right, and you’ll see I have a calculated field called BF tote underscore 2020. That’s my 2020 building fun total. And what it’s going to do is it’s going to calculate all of the gift totals for that specific appeal. I highly recommend that you check the knowledge base out and learn about calculated fields. But the nice thing about Calculated Fields is we can use them in reports, we can use them in filters. And we can use them in Mail Merge letters. So that’s how we’re going to make this personal. How nice would it be for you to get a letter, not only thanking you for your gift, but thanking you for your support throughout a specific campaign or appeal. That’s exactly what we’re going to do. So here’s how that works. I’ve already created a mail merge template with that field in it. And again, I can use that in a filter as well as my mail merge template, I’m going to go to settings, and mail merge templates, just so you’ll see where it is. All right, and I’m going to go into my end of year letters. And you’ll see there’s my bf tote. Thank you, I’m gonna download it for you, just so you can see how that field is situated in the letter. And this is really neat. And you can do this too. So don’t be afraid, we want to empower you to get in there and do all these cool things. Alright, so I’m going to swing that over in Word. And you’ll see there’s my letter, but there is my mail merge field. So I can insert any field and Donor Perfect as a mail merge field. And that’s going to populate with all of the data from each of those donors records. All right, let’s close that. And now we’re going to go in and we’re going to do our mail merge, I’m going to do it right from mailings and mail merge. And I’m going to be able and doing it from here also serves another purpose, because we’re also going to be able to update, we’re going to be able to update our fields. So let me just double check, I’m going to double check one thing very quickly to make sure that field is in one of my export templates. And I’m going to use this one, I’m just going to double check. Okay, so I did not put it in there. So this is a great lesson, we’re going to edit this and I’m going to add it into this export template. So export templates really do allow you to put in the information that you need. So there’s my bf tote 2020. So I’m going to add it to my template. Okay, there it is. And we’re going to save and close. So now I’m safe, I’m ready to go. I can now go to mailings, mail merge. And I’m going to set a filter. Remember, I told you, you can use that calculated field in a filter. So we’re going to do just that. I’m going to click on add new filter. And we’re going to find our field B F tote. Okay, let me just do I’m sorry, I couldn’t go here. And it’s, I believe it’s 2020. Building fun. There it is, okay, is greater than zero. So I’m saying that I want that calculated field to be greater than zero, because I want to make sure that I’m getting the folks that I want. I’m going to change this to my basic mailing template. And then I’m going to come down here. Now the reason I came in here is to show you that you can update the contact manager and indicate the letter or mailing that you’re sending out. So you’re going to be able to do that I’m not going to do that today. But I am going to do my instant merge. I’m going to grab my merge template. And I’m going to use the data directly from Donor Perfect and merge. So now when I go to open my letter, that building fun total will be in there and now you will see Andrew Lockley oops, I’ll swing that back over again. And you’re going to have as many pages as you have letters. So you’ll see that Andrew Lockley gave us 10,000, as did Henry Arnold, and so on. So this will pull those fields in again, personalizing that information for your donors. It’s really a neat way to do things. Now, if you need help with calculated fields, we have knowledgebase articles for that. But you could also reach out to support and of course, if you have training, you’d be delighted to teach you how to create those calculated fields. Kelly, do you like calculated fields? Do you have a lot of clients that use them?
Do I think once we understand the importance of personalizing, which many of them no but then once they understand how How to do it, they really go and get very creative and how they can send very personalized messages to their donors and kind of allowing them that, hey, they really are paying attention to what I have done in the past. They really understand me or they know me. And it really it goes a long way. And what’s cool is that field can be used, obviously, in letters like you were showing, but it can be used in reports, but also in emails as well, which I don’t think people always think about, you know, when you think about an email and how you can dazzle your donors that way.
Absolutely. I couldn’t agree more. Great. Thanks. All right. So we’ve created our letter, we’ve personalized that we’ve targeted our information. Now, we need to get folks on board, we want to do a monthly giving program. Now. If you’re not doing one, and I tell my clients this all the time, if you’re not doing one or thinking about launching a monthly giving program, I feel you’re missing out. Here’s the thing, monthly giving programs build sustaining revenue, right? We need that money coming in, we need to be able to be able to count on that money, not just those one time donations. And often, those monthly donors give more than a one time donor would think about it. If you have a donor that’s giving $10 a month, but you have that one donor that gives you $100 Every year, well, that monthly donor is already outpaced that, that one time giver. Also, it’s going to allow you to get donors to give in bite sized chunks. I think we can all agree that this year has been a challenge in many, many ways. And a lot of folks are just not able to give or just not able to give as much. And if you came to me today and said, Hey, I’d like for you to can you give me $250 For my particular event or appeal? Right now, I would tell you, you know what, yeah, I don’t think I’m going to be able to help you out. But if you said, Hey, Donna, can you give me $21 a month to help out with this education thing? Well, 21 dot Yeah, I can afford that. Sure. So that is one of the beautiful things about monthly giving. Let’s go into, I’m going to go to app links, and online forms. And here’s what’s really neat, you can create these forms. And you can make them just come alive, I’m going to show you this the spirit of giving 2020 And I created this form in a couple of moments, you can do the same, what’s really nice and it is in test mode, because we want to make sure we’re not taking any money in this demo. But you’ll see here, we’ve created the form, we’re able to again, break down the giving by month into smaller pieces that are more affordable for donors to give. But also, you’ll notice that I can use characters in those, those buttons. So we can actually tell the donor, what their money is going to do and how we’re going to be able to use it. What’s beautiful about your online forms, they are integrated with Donor Perfect. So when you download those transactions into Donor Perfect, they’ll create pledge records for these recurring gifts. And because that information is saved in the safe, safe gateway, it’s going to take those payments at the frequency every month for the amount that the donor has committed to Well, wait a minute, what do you mean, it’s going to take it automatically? Well, using our payment processing services, which you would need to do to collect money on your forms requires that payment processing service from us. But when you do that, you’re going to be able to use the automatic processing that will not only process your payments automatically at the frequency and the amount that the donor has committed to. But it also will produce an automatic receipt for each recurring payment that that donor makes. We’re going to have a little fun with this and show you how we can include this in a constant contact email. This form access to the form via constant contact email a little bit later. But if I go back into Donor Perfect, I’m going to go to tasks and monthly giving. Now monthly giving it says monthly giving, it’s really recurring giving. But you’ll notice this first tab automatic processing it is on. So again, any donor that’s in here with a recurring gift is going to have their gift charged to their credit card or bank account at the amount and frequency that they’ve committed to. And we’ve rolled out automatic receipts again, a wonderful way for you to stay in touch. It’s done automatically, but you’re still making that touch with that donor. So at the end of each successful batch and there are a few things you also have to think about When to make sure the person has an email address and some other things, but they will get an automatic email receipt. And thank you for each of those payments. So you’re pretty much setting it and forgetting it, you have to come and check things, of course. But once it’s on, everything’s going to rock and roll. And our clients have reported 90% retention, by using automatic monthly giving, which I think all of us would be in agreement that that is really, really cool. All right, so as we talked about, you’re going to be able to see those transactions being made, there’ll be processed automatically. And of course, that is going to get over there to your donor, and you’ll stay in touch with them, and they will be very, very impressed. All right. Now, I’m wondering if if you don’t have our payment processing services, you could always reach out to your account manager, or even support, they’ll direct you that way. And you’ll be able to get those services right then and there. Now, another thing we’re going to be talking about, and then we’re gonna get into all the fun auction stuff, all the virtual things that you can do there is how to communicate and connect with your donors. So you’ve made your information targeted to your donors, you’ve selected the folks that you want to reach out to, you’ve created that calculated field that shows their personal amount of support. And now we’re going to show you how you can get those links to the donors so that they can go ahead and make those those commitments to you, we’re going to use a combination of things, we’re going to use Constant Contact, so you know, that don’t perfect has an integration with constant contact. So I’m going to go to mailings and constant contact email. And this is the integration and I often say that this is the bridge between Donor Perfect and constant contact. So what the integration does is it allows Donor Perfect and constant contact to communicate with one another via synchronization. The beautiful thing is you’re going to be able to use the filters, and from Donor Perfect to create your mailing lists. And then you’re going to be able to use the templates in constant contact and all their tools and resources to send out these beautiful email campaigns. When I say that you’re able to create lists based on the filters and don’t have perfect, think about the possibilities. Let’s say you wanted to reach out to your librarians, the people who gave last year, but not this year, your lapsed donors, you can use a filter and Donor Perfect to find them, and then target that campaign, specifically to them. When you do that, you’re going to create a list and I’ve already done one I’m going to show you when I click on this spirit of monthly giving. And you’ll see that we have what we call a dynamic list or a manual list, you’re going to want to stick with that dynamic list for the most part for that live. But for example, when you create that filter, it’s going to bring in all those folks that meet the criteria, a dynamic list is really just that it’s going to add records to that list when they meet the criteria of your filter. And they’ll remove people from that list when they no longer meet the criteria of that filter. So again, using that live bundt mentality, anybody that becomes a live band subsequently will be added to the list. If someone gives a gift, and they’re no longer live band, they’ll be removed. So that’s another thing that’s automatically being taken care of for you by using this dynamic list. Now when we use a dynamic list, we must use a filter to find our records. So let’s click on here, I’m going to set a filter. I’m going to go to there’s my Constant Contact, and I’m going to use this filter. So this is the filter I’m going to use. And I’m going to preview constituents, and here is another person being added to that list. I’m going to update the list. And now I’m going to be able to find those folks in my list. So here’s somebody that’s already in the list. I’ve just added some other people or one other person. Okay, so we’ve created all of that. But before we go into the eat the constant contact email, I want to talk to you about smart give. So smart give is a wonderful feature that allows you to create a unique URL that is associated with your online form. and you’re going to be able to use that to pull in and create a link so that folks can click on that link. And when they click on that link in that email, it’s going to open up to the associated form. But it’s going to be automatically populated with their
demographic information, name, address, phone number, and then all they have to do is select the amount and enter their payment information, it’s just another way to make giving easier for your donors. So if you take a look at the custom fields mapping that I am displaying here, you’ll see we have 10 fields that we can map from Donor Perfect into Constant Contact, we can do a donor perfect field, that means any field like the name, the salutation, the building fund total, right? So if I do that calculated field, I can use that and it will display that information. In my email, you’ll also see this online form S G link that smart give link, I can also map a smart give URL, and what will happen, that’s my crowdfunding form, I’m going to go to my monthly giving form. Okay, so there’s my spirit of giving. And you’ll notice that it is a link. And we’re going to click one, save. So now, when I launched Constant Contact, which I’m going to do for you right now, going to bring that over. That’s all plaque will come in, and we’ll notice that I have a campaign ready to go. So I’m going to click on it. And I’m going to show you how to insert that field that mapping that URL. And we’re going to do that momentarily, it’s going to take just a second to display.
And that will take just a moment, I’m starting to think I should get royalties and sing during the time when we’re waiting for a screen to display. We’ll talk about that with someone later. All right, so this is my email template. And again, I literally just pick this and it was beautiful. It was exactly what I wanted, I didn’t really have to do much to it. Now you’re when you have your online forms, of course, there are URL links that you can use, and I’ll show you that, that you can use to plug into buttons on your website buttons on your forms. But what I want to do is I want to include that URL that we just talked about that smart give Link for each donor. Now, I’m going to go and click into this box. And you’ll see this drop down that says insert. I’m going to click on Insert and click Constant Contact details. Now the one thing you’re going to have to keep track of is which field is mapped to which field, this is just going to show you custom field 1234 and so on, you have to remember which field you are mapping to. So we were mapping to custom field one, and I’m just going to call this, click here to make your monthly donation just in case we need to. And I’ll click on Insert. And now you will see that that field is in there, that custom field. So it’s going to pull in that smart give Link for anyone that’s in my list. Right. So let’s click on Done. And also, I did a button behind here you can link to here, you can put a link in there, if you want to webpage. Okay, you’ll see, you could put a link in there if you need to. Alright, so we’re going to click on that and continue. And before we actually go in and do that, I’m going to jump back into Donor Perfect, really quickly and just show you, if you need to manually include that that URL, you’re going to come into again, mail merge, let’s say you’re using MailChimp or something, you’re going to be able to use that link as well. But I’m going to show you how you’re going to be able to access that link, and then you’d be able to map the way you would do it in MailChimp. So you’ll see my select my filter selected, it’s my same filter. And I’m going to come down, I’m going to use my basic mailing template, because it’s really just pulling not only the fields that are the name and address and all of that, but it’s going to do that smart give Link let me show you. Right I’m going to come down here and click on include smart give Link. Now this is going to allow you to associate this particular mailing with a form so let’s go find the spirit of giving. We have so many I I just want to just take it a little slow, and make sure there it is the spirit of giving 2020, I’m going to select that. But instead of doing instant merge, I’m going to export a mail merge file. I’m going to click that, and it’s going to export a CSV for me. And then I’m going to show you what that smart gift link looks like. So I’m going to open this up.
Okay, here we are.
And if I select all, and come here, you will see there is that unique smart give link for that donor. So this link is going to be in that email. And guess what? When that donor clicks on it, it’s going to go right to that form, they’re going to be able to fill that out. So let’s see how that works. All right, so we’re back in constant contact. Now, I’m ready to send my email. So I’m going to click Send Now, and then I’m going to go find my list.
I know I have it not that one. There it is the spirit of monthly giving. There it is. I’m going to select that I’m going to send it now. And I’m going to click on Send Now. And I’m ready to send now, yes, I’m ready to send out. So it’s going to tell you, it might take a few moments, I only did one so it wouldn’t. The Internet, Gods wouldn’t be angry with us. So we’re going to wait for that to go. And then when that email arrives in my mailbox, I’m going to show you how awesome it is. And here we go. Bear with me one moment. So this is all in constant contact, you’ll see all of this and what’s beautiful, all that campaign detail will come down into the record. But let’s go and show you what that looks like. I’m gonna drag that over for you. So here’s the email. Okay, and you will see there is my smart give Link. So the donor clicked on that link. It takes them right to the form. Okay, of course, it’s in test mode. And you will see it’s filled out with all of their information, all they have to do is select their option, it’s going to be monthly, and they’re going to complete the information, we’re just going to say no. And we’re going to do four we’re going to go ahead and fill in this information. Oops, that goes here. And this goes here. Here we go. Sorry, guys. My typing is sometimes when I’m on the spot, I clicked the wrong numbers. You guys don’t do that, right. All right, and we’re going to click that. And we’re going to click on Next. This is the confirmation page for the donor you see, you can design this any way you choose. And now we’re going to submit the payment. And this will in turn, create a pledge record for this donor. It will also and you’ll see that the donor will get a receipt, they will be able to print this out. They’ll also get an automatic email thanking them for their donation, their monthly commitment. And they’ll also end up showing up in Donor Perfect. With a pledge, the payment method that they’ve used is, excuse me is what’s going to be used to to process their payment every month. Okay, so we would download that I’m sure it went in via automatic download. Let me just double check for you. One moment, let’s see if it came in. I believe it was, uh, there it is. So you’ll see it came in, and it filled in all of the fields that I wanted it to when I set it up. And that is how you would be able to process a monthly payment for your donors very easily through constant contact. It’s a really, really neat way to do things. All right, Miss Kelly, what do you have for us
really cool things. Yeah, yeah, I’m gonna switch it back. In our next topic. Hold on one second off about major gifts and major donors, so we’ll just wait as he’s transitioning that back.
Yeah. I’m gonna make her the queen now. She’s going to be the queen.
All right. Oh, it sounds sometimes scary. Right? Let’s talk a little bit about major donors and major gifts. So every organization or most organizations have that group of people, the group of donors that are able to give a little bit more and have interest and desire to support you, and maybe just a little bit more of a larger way. And that’s awesome. Everybody needs to have those. And the definition of a major donor or major gift is certainly going to vary from organization to organization. And when it comes to Donor Perfect, you’re able to capture who those people are. And Donor Perfect in turn is going to try and provide the information to you and give you tools to stay connected with them in unique ways. Now, I’m obviously isolating and targeting major donors, but everything that I’m showing you here could be applied to a broader spectrum, but we’re really just focusing on those larger donors. So when we’re working at an account and Donor Perfect like we have here, Henry Arnold, I am able to see in the donor profile very quickly, some information. So I see some badges. So I just know that this person has given at least one gift over $1,000. I also know that they are a active monthly donor. So they are they may be filled out that form that Donna sent to them. And they made a contribution that’s going to be fulfilled using our payments services. We also see some other great pieces of information in terms of what was their last gap? When was it what was their largest get some really integral pieces of data that can help you identify who is this person, but then it can also be used maybe to launch into saying, Well, if this person gave $10,000 Are there other people like it. And so you could turn it into a selection, filter, and then generate report. So you know, I’m not saying anything new to any of you. In that you have to have that definition or criteria, what is a major donor. Now, in terms of other aspects of tracking that information, I’m looking at his bio page. And this is actually I believe, Henry and Mansi, my friends and my major donors here, but I can capture information about them, which tends to be the case you know them a little bit more closely or intimately than some of your others. So you may opt to have some fields or sections on your entry screen to capture some of that information. So maybe you know a bit more about them personally. Or maybe you’re just simply going to do your own research and identify how they’re a major donor, you could potentially use an integration with one of our partners called donor search. And when you do use donor search is going to do a screening and bring back the results in Donor Perfect. So again, I could take any of these pieces of information. And this is the donor search rating. And typically, if they have a rating of one, one, dash one, one, dash two, one dash three, they’re going to have a higher likelihood and the ability to give you a larger gift. So if at any point, you want to see who your major donors are based on any of the information that you are tracking about them, or what Donor Perfect has provided, it’s simply a normal filter, there’s nothing special about setting a selection filter for a major donor or a major gifts. So just to kind of get us started and thinking about these people. I’m going into settings and filters just to show you how easy it is to build a filter, using something like that donor search field that you may not be aware of that you have as an option. So that field was found on the bio page. So I’m selecting main bio. And now I’m going to search for my donor search field here. And I just need to find my yes rating. And I want to see people who have a higher likelihood of giving. And it’s that easy to select them, because then I could create this filter. Placing it into my folder, so I don’t clutter up anybody else’s. And now I could go and generate a report to see who these folks are if I wanted to. So if I generate my report, it’s a normal reporting process. You can choose any of the reports on choosing the donor names, addresses and phone numbers. And sometimes these people might be protected and that you don’t want to solicit them with everybody else. So I’m just going to make sure that I get them all in I’m going to include no male names. And I’m going to run my report and there’s Henry Arnold. So again, Just showing you how Donor Perfect can help you find out who are your major donors. Okay, great. So now we know who they are they giving gifts or maybe they’re not maybe they’re a prospect, maybe they haven’t even given that first gift. So one of the things that is super important, in my experience working with nonprofits and helping them stay connected to their major donor prospects and major donors is the importance of tracking that connectedness. So one of the pages in a record is contacts. And this is going to simply just show what was this person included in what was sent to them. So some of these things are going to be generated by the system, some of them are going to be created by you. Because when you think about your interactions with major donors, you might want to create a pipeline. So context is going to show you all that has happened, it’s also going to give you the ability to create new contacts so that you are creating kind of that step. And I call it a pipeline for how you want to move along in your engagement. Now, as we are thinking about our major donors and major donor prospects, one of the things that I recently read was an interview found at the Association of Fundraising Professionals site. And the interview was with Penelope Burke. And she is just one of those field experts that is very knowledgeable about many things. But she was being interviewed about the lamp current landscape of major donors. And one of the things that she explained that really kind of resonated with me is that all donors, but major donors in particularly are much more informed. And what she meant by that is they now can go get their own information that you they’re not dependent on you as a nonprofit, to educate them about your mission about your your desires, your wishes, they can really kind of get that information because of Google Google. And so what that does in a sense, is it makes it a little bit more competitive or a little bit more challenging for you to be integrally integrally intricately involved, and the kind of conversation trying to champion what you need and why you think that they would be a great partner with you. So because of that kind of current landscape, I think that is support and point to the importance of personal connection. Now we’re in this unique year, and how do you stay personally connected while socially distance? Well, one of the things that you can do that is now available and Donor Perfect, or it will be it’s going to be rolled out and YouTube will eventually see this really cool link in the blue Action Bar on the main page called send video. And what I’m going to show you is how easy it’s going to be to create a video or upload a video and then send it to a donor. Or you could, you know, potentially send it to a group of donors depending on what you choose to do with this. But all of you once this is enabled in your system, are going to get a trial version of this DP video powered by cause it and you have available to you 10 free videos. Now it could be all used by one person at your organization, or it could be used by different people. Now they do have to have access to Donor Perfect, but if they have access to Donor Perfect, and they go to the main page, and they click on some video, like I just did, they’re going to be able to use those 10 free options, you have 10 videos in your trial, then after you kind of experience it and you you get to learn a little bit about it, then you can decide if it’s something that you want. So there’s no risk no cost to you, and trying out this 10 video trial. So how does it work for you so what I did is I clicked on send video, it’s grabbing my name and email address from what’s been associated with me and user management and then it’s grabbing the donors email address from the primary email on the main page. Now what I can do here is start typing in the message because this is going to go to them as an email but when they click on it, you know you can say whatever you want, but they might be pleasantly surprised to see that they’re getting a video of you thanking them or acknowledging them or telling the story now again, I’m showing you how easy it is by clicking on.
Record and now you can see me you can say your message you can say hi. The other beautiful thing if you’re like me is you have the options of recording and then re recording until it’s perfected. Once it’s perfected. Then down at the bottom you’re going to have the opportunity to include second video, I think another piece that’s really important is the ability to add a button. So maybe you want to send them somewhere, maybe you want to send them to a true like YouTube video on your website that’s going to show an impact story. Or maybe they did give a gift. And you can use that impact story to say, hey, thank you. This is what your contribution was used for. Now, I’m showing you how you can do the individual videos. The other option is if you have a video already made, you can upload it. So you have some choices. But I definitely think in that personal touch and staying connected to your major donors is something that is really profound, creative, innovative using this awesome tool, DP video powered by cause ID. So check it out, when it gets into your system, again, it is going to be rolled out if you have interest in this or want to know more about it right away, the best person to reach out to is actually going to be your account manager, you don’t know how to reach them just call any number you have, tell them what you’re interested in. And we’ll be sure to get you connected to the right person. So that is our topic conversation about major donors. Now what we want to do is we want to switch to having fun. So Donna, do you like having fun and making work fun?
Oh, without a doubt? I sure do. Absolutely.
All right. Well, what I have just switched to is a virtual event website. So we have a product that integrates with Donor Perfect called ReadySet. auction, it is often referred to as RSA. And it is a great tool to do. And host virtual events. Now, before I show you and how easy it is and how much fun we can have. I also want to highlight this guide. Now, I don’t know if you’ve ever check out any of the resources that our teams have made. But this one is phenomenal. And what I like about it is that it literally walks you through step by step on how to organize a virtual event. Because let’s be real events, when they’re in person are daunting as it is. But there’s that sense of you’re talking to people you’re interacting with people. And that kind of takes the unknown out of the way, it’s still stressful. But you’re interacting with people that when you’re talking about virtual events, you’re doing everything remotely, you’re relying on software that you never had to depend on before in different ways. So this is something a tool, a guide that walks you through every step of the process. You’ll also see in the email that we are sharing a success story of somebody just like you that using Donor Perfect that switched out in person event to a virtual event using donor perfect and ready seduction. So it is a great testimonial. And it’s just super exciting story to read, even if you’re not into virtual events. But this aside, because this is so detailed, Donna and I took the liberty of showing you and having you experience and observe how easy this can be. So what we have here is an event website. So this is the opportunity that you will be able to invite people to your event, you will give them the URL to your event website, which can be emailed from Ready Set auction, they’re going to go into the events site. And depending on how you set it up, you know if they you want them to buy something and make it easier for you, you can require them to have a credit card before they can place a bid. But they may just want to check some things out. So here I’m going to my auction catalog. And all of these things were placed into Ready Set auction and then push to my event website very easy. Now the thing to keep in mind is I did say that this integrates with Donor Perfect, and in fact it does. But you really want to think about this as the the event tool. So if people are coming to your event, they need to have a record in ReadySet auction, they will also have a record and Donor Perfect potentially. But even if they don’t, once the event is over, you’re able to transfer everything back into Donor Perfect. But this is really the tool for a virtual event. So you can see here at my event website that I have lots of great items. And I like this MacBook Pro. So I can go ahead and sign in. And I’m going to now be a bitter I’m going to kind of be bouncing back and forth between a bitter and a ReadySet auction administrator. So here I’m looking at this MacBook Pro And I want to go ahead and put in a bid of $600. I can also have automatic alerts using Auto is what it is called a little robot that’s going to let me know immediately if something, if my bid has been out there, I’ve been outfitted. I also have the option to win it now, but I’m gonna hold off, I’m gonna see if I can get this for less than $3,000. So I’m going to go ahead and choose Next and it tells me who I am. And I’m about to confirm my bid. Okay, now, look, oh, Otto will not be able to outbid the next bidder unless you increase your bid below. So somehow, somewhere, somebody has been bidding, they have their eye on this as well. So I’m going to go up to $900. Okay, so again, I’m getting the confirmation. And if you could see at my tech, my cell phone is going off because, hey, if I can get text messages to let me know this. So now wait a minute, it’s saying I have to keep going. So, okay, well, if I keep going here, eventually, I’m hoping that I’m going to win it without having to pay the $3,000. Okay, now look here, who is bidding? I’m guessing it might be my friend Donna, who is like busting my bubble here because I really wanted that MacBook Pro. Donna? are you interfering with me?
Oh, yeah. I definitely one Oh,
yeah. All right. So did you win? It is let’s see here. I know.
I’m the winner.
So I have you must, your bid must be greater. be no greater than 2999. Okay. Yeah, following the instructions? Yeah, nope. All right. So what just took place. So I’m showing you kind of the experience fast forward. And obviously, what it’s like from a business perspective, they’re seeing this page. Now, if I put my hat on, as already said, administrator, and you said auction administrator, and I go back in here, I’m gonna go to my items tab. Well, I have to log back in, give me a moment here. I go to my items tab, and I take a look at my packages, I see my MacBook Pro. And if I go to my MacBook Pro detail, I can see what you just saw the picture and the description. But there’s also a tab for my bid history. And look at that. One wonder is now I could be really sneaky and retract your bid. And you know, but I won’t. Donna won the bid fair and squares. Now that’s showing me from a package perspective, if I go to patrons is what they are called in ReadySet option. And they take a look at bitters here, I will also see Donna. And if I go in here, I see just at a quick glance that she has a balance of $3,000. Now one of the great things about ReadySet auction. And it’s also I think a important facet of virtual events is you want to give the power the control to the participant, so the binder so they can now do a self checkout. So it as we sit here and watch Donna’s gonna do a self checkout.
I’ll let you borrow it. Would that be alright, actually? I guess it’s been in Hold on, but I’ll return it without the California All right, I’m going to check out and pay. And
basically what I see if you really Yep. So she went to my account and she saw an option that she had an invoice she had something to pay. And she just walked through the screen instructions on how to enter the information that was necessary and pay it now if I refresh my screen now you’re seeing you’re seeing everything that I’m doing on the screen right now her balance is 3000. If I refresh my screen, now her balance is zero. So everything is working from the event website into the Ready Set auction application. Once the event is over, and everything is tidied up and ready set auction then one of the things that you have the option of doing is transferring your information into Donor Perfect now, it’s telling me that I need to enter in some codes which I can certainly do. But what I want to show you just at a high level is how these fields are pulling the codes From Donor Perfect, so everything is all going to tie together. So pretty cool. So while events can be a little bit stressful, they can absolutely be fun. I think that this tool really is handy in partnering with you supporting you in your virtual events endeavors. If you have more interest in learning about this, we have lots of resources, we did share out a couple of those in the emails that you will be receiving after the session is over. Now, one of the things that is super fun when it comes to getting your message out there, and this was my backup plan. So there we go, is to move into some crowdfunding events. So I don’t know how many of you have ever thought about having a crowdfunding campaign. But they too can pretty be pretty amazing and pretty exciting and rewarding for you as a nonprofit. So get us to get us started talking about crowdfunding, I have three numbers that I’m just going to put up on the screen, I’m going to see if you have any idea what they stand for. So 568. Now these numbers that I’m showing you are based on donor, perfect customer, so people just like you. So 568. Okay, so any guesses? It might be a little figure it out?
Would it be the prize money you get for having them on? I’m just kidding. Let me think would it be? I don’t know how much. It would be a nice price average gift. Yeah, that would be a nice prize gift. I’m not sure Kelly, what would that be?
This is actually the average amount of supporter raises through their own crowdfunding page. So basically, what that translates to is that contributions coming back to you as a nonprofit, because you created a page, which is going to show you and you had individual fundraisers going and creating their own page and then sending that out to their friends and family. And the average amount that that supporter raises through their own crowdfunding page connected to you connected to you as a nonprofit is $568. To me, that’s something to be celebrated. Oh,
yeah, that is.
Amazing. Now 66 is believe this or not, even in 2020, it might be a little bit lower, it might be a little bit higher, I haven’t looked at the data for just 2020. But 66 is the average donation to a crowdfunding campaign, which again, is pretty phenomenal, because quite honestly, when I get asked to do things, I tend to gravitate, especially if I’m not closely connected to the nonprofit, this is transparent moment, I tend to hover right around the 20 $25 range. This is amazing $66. And then the last number is 50. So base fee is a percentage. And it is the over 50% of people who receive an email about a crowdfunding campaign donate. Now think about this, this is all about you asking people to make their own page. And they are in turn sending this to their friends and family. So if that person if I send a s on it to be an individual fundraiser, and she sends that to 10 of her friends and family, over 50% of them are going to respond because they know Donna, not necessarily because they know the nonprofit, which they probably will because of Donna, but they know Donna and that’s amazing. And I think one of the things that is also a reality and 2020 which I hoping you’re gonna see the value in crowdfunding is you might be dealing with donor fatigue. And donor fatigue is a real thing. But the beauty or the advantage of crowdfunding is it’s all about the magic of sharing. So your immediate circle of donors may not be able to give anything more than any money, more money, and they feel badly about that because they believe in what you’re doing. But the strength of I believe 2020 is sharing and this is just one tool in your toolbox, where you are able to ask your donors not necessarily to give but to share. So Donna is going to show us a bit more about crowd funding.
Yes, and it really is just amazing how people have He really stepped up when they’re able to we know a lot of folks aren’t able. But folks that have been able to have really, really stepped up to the plate. But again, that personal connection is what’s going to get people that may not have known, like Kelly said about your organization. But just by virtue of their relationship with that fundraiser, they’re going to be able to learn more about your organization, and they’ll spread that word as well. So what I’m going to do is I’m going to go into settings, and I’m sorry, App Links and online forms. So we’re going to go back and we’re going to talk about crowdfunding forms. Now we have these forms available. If you have online forms plus, then crowdfunding forms are available to you. And the beauty of crowdfunding forms is the organization designs, the form varies very similarly to the way you do a regular form. But you’re going to also be able to share that with your fundraiser so they can create and their own page and impact story, and share that with their family and friends. So I’m going to show you very quickly what that crowdfunding form looks like, you’ll see the spirit of giving, that’s my crowdfunding form. And again, this is included if you have online forms. Plus, if you really feel like this is something you need to do, just reach out to your account manager. All right, so here we have our crowdfunding form. You’ll notice at the top of the form, it’s kind of a combination of two pieces. The top of the form is the crowdfunding piece. And the bottom of the form is a normal forum that you would be used to if you’re using them, you’ll be able to define what the goal is for this crowdfunding campaign, that little thermometer will, will grow as people are supporting you, you’ll see the list of supporters, which are the donors that are giving to your fundraisers. And then of course, your fundraisers are the folks that are doing the work for you and spreading your mission. You’ll also notice that you can include pictures, you can include a story and impact story, whatever you need to do there. And then you see there’s a button here that says Create your own fundraising page. So you would guide people to your page to be able to create their own. Before we do that, however, I just want to show you that the bottom of the form is basically the form that you would be used to. And again, you can include information about how their donation will help they can you have the gift amounts, remember, you can put those characters in there to explain what each amount might do. So it’s a regular form, just like that. Now, let’s say that I’m really passionate about this, this cause and I’m going to, I want to do a fundraising page, I’m going to click on the fundraising page. And before I do that, I’m going to show you something, I did want to show you something, I’m going to go back to the crowdfunding form and click on edit. So whenever you click on edit on your forms, this allows you to design it, you can see here, you can make your design, you can style your form and make it fabulous. But what I wanted to share are the links and sharing. So I’m going to click that. And what you’re going to do is you’re going to create a link for your form. This link can be used in emails, it can be used, like we did before, it can be used in emails, it can be used on social media, it can be used in many, many different ways to share your form far and wide. So you’d be able to copy those and even embed that link on your website. So people again, will be guided there and be able to create their own page. And this is the way you’d be able to do that. Let’s go back to our form. And now I’m done a fundraiser and I want to get in there, and I’m ready to rock and roll. I’m going to click create my own fundraising page, I’m going to add my name and email address. Yeah, the magic of fill in autofill, right. So I’m going to fill that information in. Now what will happen when I click on Create my page, it’s telling me it’s going to send me an email, it’s going to send me two emails. As a matter of fact, the two emails that the fundraiser gets one is the email that’s going to allow them to design and update their own form. The second one is the one that they’re going to use to share one social media again, with their family, with their friends, and so on. So I’m going to see and make sure that my email came in. And it did so I’m going to let’s swing that baby over lips. Nope, that’s not what I wanted to make sure I have the right there it is. So here are the two. It took just a second guys. So here we are. That’s the RSA payment that On page, so the support my fundraising effort, that’s the email that they’re going to send out to their family and friends, but the first one, personalize your crowdfunding page, do not share link, we’re going to click here. And what’s really cool is we give you all the tips that you would need to create your own page and personalize it. It gives you some information here, it tells you share your story, add a photo, set your goal, make a donation, I’m going to click on personalize my page. So now I’m donna, donna. I’m Donna fundraiser, and I’m going to design my page, you’ll see again, we give you a bunch of tips and tricks to make sure that they’re doing the right thing you are as an organization able to manage and see it as well. So don’t be afraid that it’s just going to go now, let’s say it’s created by Donna Mitchell, but maybe people know me as something else. So I can change this to a lot of my friends know me as Donna, the Commissioner Mitchell, we’ll talk about that later. Now I can set my own goal, the goal is $10,000. For the organization, well, I’m not going to carry that burden, I’m going to change mine to $1,000 1000. And update. Okay, so that is my goal. And then on my page, when my donors come in, they’re going to see that thermometer as they’re adding gifts to their, that’s all they have to do, they’re going to clean it up, make it fabulous, save and publish, of course, they can change all this, they can add a picture, they would save and publish. And now, once they’ve done that, I’ll close that, we’re going to go back to the other email, support my fundraising effort. And this is what I’m going to send out to my family and friends. And a little quick note, if you right click on the button, you can copy that link address and put that on social media, okay. But when your donor clicks on it, they’re going to click on it in the email, it’s going to open right up to the form. And there is Donna’s form. And they would be able to support her goal. You can also even go back to the organization page. So let’s say someone says this is great. I’m going to make my donation. But I want to be a fundraiser now because this is awesome. They’re able to go to the organizations page and create their own. So I’m going to give $100 Because this is awesome. It’s going to be a one time donation. Love Yeah. Okay. And then we’re going to fill in the information. I think I have a Donna. No, I don’t want that image. I want down to donor. Oops, I’m sorry, guys. It’s not going to change for me. Okay. That’s all right. I didn’t want all my information in there. But that’s okay. Here we are, and we’re going to put in, there we go. I’ll just use that. Okay. So there’s my information. That’s okay. I’m laughing because sometimes I forget what my forms say with that autofill. Now, the donor, the supporter can show their name. They can show their donation amount or hide it. Or they can be anonymous, right? So of course, I want to be out there, I want everybody to know, because if they see my name they might give right. So you never know, it’s all about that connection. And again, we’re going to put in our credit card information. And I can’t believe we’re almost in 2021. All right, the billing address is going to be the same. And we’re going to click on next. And there we go. That’s the Thank you. We’re gonna submit our payment. She’s even want to help cover costs, because she’s awesome like that. All right, there we go. And now that page when we go back, if I can get back, sorry. My mouse is going Whoo. All right, so let’s go here.
I’m sorry, guys. My mouse is being weird. Alright, so now I’m going to refresh this. Let’s see, this is the organization’s page and look, there’s my little $100 and here on the organization page, it lists the supporters and the top fundraisers. Okay, so I’ve already brought in $100. This is again, a wonderful way to get people involved, to share the love to you know, have other people support your mission, because they know the person that is doing that work for you. It is just a wonderful thing. I think Have, a lot of folks will be able to use this. I know I had a question from a client last week who happened to be using the crowdfunding. And they asked, well, can this be open ended? Like we can just keep this going? Well, the answer is, of course, yes, you can, you can certainly keep a crowdfunding campaign open. However, best practice suggests that, if you’re doing this time really is of the essence, and you want to kind of create that sense of urgency. I think if people start thinking, Oh, I can give next week oh, it’s gonna be I’ll give, they’re never going to give. So if you create that sense of urgency, that now is the time, I think you’ll have better results with your crowdfunding campaign, rather than leaving it open. All right. So look at that. Kelly’s came true. First of all, she got 100% of the people that she reached out to Donna did. And look, I gave more than the average amount of $66. So again, I think people are really, you know, I know myself personally, when I’ve given to crowdfunding campaigns, simply because I know that person I give more than I normally would like that. Kelly said that 20 $25 goes up to at least 50, if not more. So yeah. That’s how we would work with those crowdfunding forums. All right. Let me
this is exciting data. Do you want to take us to a resource slide and we’ll wrap up? Absolutely. So I have to say, you know, as we have opportunity to kind of see everything come together. And we’re certainly presenting it. But it’s always gratifying for me to sit back and watch and listen and rehearse the great things that you are doing. And what’s cool for me, and I’m sure Donna would speak to this is that you’re using tools that we are educating you. So we hope that this has been super helpful. But what do we have here, Donna?
All right, so we have some resources that are Valerie. I’m sorry, do you see it?
It’s display, we’re good.
You’re good. Okay. So these resources are available to they’re going to be available to you, we’re going to send an email out to everyone that registered, and you will and that is attending, you will get that email with all of these links to these resources. A lot of these are blog posts that our our marketing team has curated and created for you giving you all kinds of great information. Everything we’ve talked about today, will be discussed in all of these. So you will get that please share that out to your teams. Understand that we’ve got your back, we’re here for you, I really hope that you’ll dive in and just take advantage of this time. I know it’s difficult, it’s challenging, it’s different. But I do think that we all can rise to the occasion. One thing I wanted to mention about the crowdfunding, I had a wonderful idea from a client, they did a crowdfunding campaign, and they pick their fundraisers, and they did a zoom virtual cocktail party to launch the crowdfunding campaign. So it was really, really cool. They had this wonderful cocktail party virtually to just kind of give an orientation to the fundraisers, they were fired up and ready to go. And their crowdfunding campaign was extremely successful. So you can really get creative. And I think you can do some things that you probably wouldn’t be able to do in person. So get in there, check out the resources that we have for you. Again, they will be coming to you via email, the recording of this will be shared with you, you’ll be able to resource it, sorry, actual act, have access to it. And again, be able to share that with your team. Some additional learning opportunities for you. We do have live and recorded webinars, especially with regard to those things that we were talking about online forums and online forums plus creating, we have one, it’s a tracking donor trends that talks about the major donor giving RFM. And all that good information is in our tracking donor trends. So please click on those links to get to those webinars so that you can take advantage of the learning opportunities that we provide for you. And I just want to thank you I know that Kelly and I are just tremendously thankful for all of the hard work that you do to make this world a better place. I know I get super excited knowing that we’re helping you do the great things that you do. Kelly, did you want to close us out and and say a couple of things to wrap this up?
No, I think He did a great job. But I will echo and say thank you. It is always a gratifying day when I get to interact with you and learn about how you are making a difference. And so just know that our team and all of our teams, our partner wanting to partner with you, and we are one of your biggest fans, as your cheerleaders and if there’s anything that we can do for you to be successful in 2020, but then also launching into 2021. Please don’t ever hesitate to reach out. We love those opportunities. So, thank you again, and we wish you all the best.
Thanks bye bye