Welcome Wednesday – How to Keep Your Giving Tuesday Donors
In this Welcome Wednesday webinar, we’ll help you outline a plan to begin building good relationships with this new group of donors from day one.
Categories: Expert Webcast, How To
Welcome Wednesday – How to Keep Your Giving Tuesday Donors TranscriptPrint Transcript
All right. Well, good afternoon, everybody. I hope that you are having a fantastic day. I am thrilled to be here as we dive into a, a webinar that is focused on the day after giving Tuesday. What if your Read More
All right. Well, good afternoon, everybody. I hope that you are having a fantastic day. I am thrilled to be here as we dive into a, a webinar that is focused on the day after giving Tuesday. What if your one time giving Tuesday donors weren’t one timers at all? Or what if they stayed and engaged with your mission and gave again, we think it’s possible. That’s why we’ve just designated the day after giving Tuesday as welcome Wednesday, the day you welcome these new donors into your circle. So welcome to our welcome Wednesday, how to keep your Giving Tuesday donors webinars. I am thrilled to be here. My name is Kelly Ramage. And I am super excited to have this opportunity to interact with you to learn more about how DonorPerfect and all of the various tools and features and functions can work with you to take those Giving Tuesday donors and keep them giving beyond December 1. So what we’re going to be doing in our time together is really kind of talking about Giving Tuesday is over. So now what, and we are focusing on this idea of welcome Wednesday. And what we’re going to be doing is we’re going to be mapping out a plan. And I’ll be showing you several different resources that you have access to. And then I’ll be kind of talking about how certain things are going to be done and DonorPerfect. Some of it is going to be like ideas and planting seeds and pointing you to other resources. Some of it is really going to be showing you what is available as ideas for you to create your messages for these donors. And then also kind of working together and brainstorming together, how you can keep these donors engaged. So in general, the lay of the land is going to be I’m going to go through the content. And then at the end, I will circle back and try and answer as many questions as I possibly can. So please send those questions in the Questions pane. And I will get them answered either in their group discussion or as follow up to after this webinar or sometime this week. First things first, a common question that comes in is is this going to be recorded it is in fact being recorded and about an hour or so or after it’s done processing, you will receive an email that includes the recording of the session, as well as some additional resources that you may find helpful. So as we kind of, you know, fasten our seatbelts and jump in, what are we starting with first? Well, we’re going to talk about a plan. And we have and we collectively come up with a bit of a timeline for you to follow. And you probably are going to start seeing this in various resources. And this is just a suggestion of the type of communication and when you would want to send these communications after their first gift, or after a Giving Tuesday gift. And so what we’re going to be starting with or what what’s available, so these resources are going to be in the email that you’re all going to receive. So just so you know this, this exact graphic is available in a variety of places. So where exactly can you find all these fantastic resources? Well, first off, I just want to make sure that everybody is aware that if you go to our blog, so if you go to DonorPerfect.com. And then you go to Resources and search for the blog, you will find an amazing amount of information. But there is this article that you may have received already as an email. We’re at retain more donors post Giving Tuesday email timeline. And as you can see down through here, there is that very same graphic, and that handout and then it just provides you step by step guidelines in terms of what to send some suggestions of what to say, and other great resources kind of tucked in there. And this is really going to be the guide for our conversation today. So this right here is a blog post. Now the other thing that I want to show you right out of the gate, so I’m gonna go ahead and close this right out of the gate is if you search at that same place for giving Tuesday you You will find a hub, as we call it that is filled with all sorts of resources. And you will see that one of them is email strategy. And when you’re looking at this, this is about everything leading up to Giving Tuesday. But I just want to point this out that there is so much information tucked in here. So let me just go to the homepage. Because I’m going to be referring back to this as we move forward. So I’m just making sure that you are familiar with this. And again, this is another resource
that walk through how you can be hugely successful in Giving Tuesday and beyond. And then the last resource, which is something that is really going to be helpful as you’re crafting these communications, for your Giving Tuesday donors, your new Giving Tuesday donors, and then hopefully beyond giving Tuesday donors is we realize that everybody is busy, absolutely busy. And we want to try and make sure to give you as much at your fingertips information as possible. And this is our email template kit. And it has suggested subject lines, it has headers, the copy that you can use, and just kind of the purpose of a given email. Now, I’m mentioning all these resources at the front end, so that you know that this is all available to you. And I’m hoping that it will take the kind of the pressure off, like how are we going to get this all done? How are we going to engage these donors and retain them and interact with them in such a busy time of year in on already crazy time, or a crazy year. So I’m just pointing out a lot of different resources. And really, all you have to be able to do is go to the DonorPerfect.com site, then go to Resources and search for the blog, and it will take you from there. Again, just keep in mind that this will all be emailed to you as well, about an hour or so after the session is over. Okay, so we have our timeline. So let me just go back here and take a look at our timeline. And we’re just going to pull it up as a quick review. So we have Giving Tuesday, and you’re really building up to that. And then we’re now taking it beyond giving Tuesday. And so that brings us to day one, welcome Wednesday. And so before you can even get to welcome Wednesday, we have to kind of see how successful you are, who are these people. So we’re going to talk about kind of almost like right outside here of welcome Wednesday that like few hours between Giving Tuesday and welcome Wednesday, then as you can see, it’s going to progress five weeks out, which takes us into a great place for fundraising, which is the end of the year. So keep this in mind, you can find it in a couple of different places to our webinar, what we are going to focus on first is figuring out who’s who, who are your Giving Tuesday donors. And that breaks us brings us right into DonorPerfect and reviewing the DonorPerfect reports, we’re only going to highlight a couple of them. And a couple of suggesting suggested filters. So in terms of finding out who’s who and how successful you were, you’re going to probably I would imagine need to not only know their names and the count of these people, but you also want to know how much money you raised and how did you raise it. So the reports that I’m going to suggest and again, this is just a suggestion of three different reports are going to be first the cross tabulation report because it’s a great report where you can view the total dollar amount and count of gifts as well as pledges related to a field segmented according to the values in a second field. Sounds pretty fancy if we’re going to review that. Another very common report use for all sorts of scenarios but it definitely would be fitting for our need right now is the financial report called gifts by date, we’re just simply going to list the gifts received within a specified time period. Because Giving Tuesday is a perfect opportunity for people to become recurring donors often referred to as monthly donors. I want to make sure that you see and understand how to use the monthly giving report which is going to be a list of all donors with a pledge or recurring gift. Sometimes as you know those things are words are interchangeable, that are processed through monthly giving. And then for all of these, just the idea of setting a selection filter because while you would like to continue to send communications to all of your dough winners, because this is a very specific group of people that we’re wanting to encourage you to engage with and potentially keep them giving as you move forward, we have to understand the idea and practice of setting a selection filter. So now I’m gonna hop into DonorPerfect. And we’re gonna review a couple of filtering options and reporting choices, as you think about that time between Giving Tuesday and beyond. So how do you know how you did? Well, there’s a lot of different ways that we can figure that out. But we first half to figure out how do you select just those people. Now, when it comes to setting selection, filters and DonorPerfect, you can do it in a couple of places. And I’m just going to show you kind of the more universal way because when you choose a given report, it’s going to be easier to just apply those filters. But you can absolutely build filters as you are using a report. So first, when we think about giving Tuesday, and you think about this for yourself, how are you identifying Giving Tuesday donors? Are you doing that with the campaign field? Are you doing that with the solicitation field? Are you doing that with some other field, but how are you identifying them, and it’s more specifically, it’s more about their gift, or their pledge that they’re making. So in, in a given DonorPerfect system, it might be campaign, it might be general ledger, it might be solicitation, it might be sub solicitation, but you absolutely want some way to select these people. So when I go in to set a selection filter, and this is true for any type of filter, basically what we are doing is we’re telling DonorPerfect where to find the criteria. So to find out people who have given to my Giving Tuesday campaign, I’m going to base that criteria that narrowing down based on gift information. And specifically, I’m going to take a look at my solicitation. Because that’s my fundraising effort for giving Tuesday 2020. And that code was just what was created to represent my Giving Tuesday, 2020 gifts. Can you add other criteria? Absolutely. But in my case, because my year is built into my code, I don’t need to do anything else. So what we’re doing here kind of in this process is just selecting my Giving Tuesday 2020 donors. Alright, so now what do I do with that selection filter? Well, I need to start applying it to different reports. So that’s going to take us into the Report Center. So I’m selecting reports Report Center. And this is going to be a list of all of the available reports and Doerner perfect and I’m going to choose the option of searching for a report name. And just by typing in the this, one of the key words, whether it’s part of the report name or the description, and I’m going to be able to select it. So here’s my first report the cross tabulation. Now with many of the reports, you’re going to have a sidebar. And the sidebar is an opportunity for you to set your report parameters for this given report. So I’m going to make sure that my date range is appropriate. So I’m imagining that I’m post Giving Tuesday. So I have my date range in there. And then for this specific report, I can choose those two fields that I want to report on. So I might want to say I want to see the type of gift the payment method if you will check cash, credit card, online, internet web link, whatever codes you’re using, for my Giving Tuesday. Now I have my filter in place. If I didn’t, I could select it. Or the other thing that I can do. Because I have such an elaborate sidebar is I can select my transactions this way as well. But no matter what I want to narrow it down and I want to see how many Giving Tuesday donors do I have? And how much money did I raise? And the reason you probably want this type of information is so that when you’re interacting or communicating with these people, you can speak to what it is that they they helped you raise their involvement helped you raise, in my case $529 from their contributions, though, that money can then be used in a variety of ways. You’re going to see that there is an opportunity to send out an impact communication So that’s one report, something that it might be a little bit clearer, easier to interpret in terms of just success might be the gifts by date report. Again, we have the sidebar where you can specify the transactions, you can narrow it down by applying a filter, or you can use the sidebar fields. And now I’m just simply going to see a simple transactional report. Now this is actual money received.
Now you’ll say Now why is that dollar amount different keep in mind, I’d you chose a different time period. So when you jump from one report to the next, you need to make sure that the parameters are going to be the same before you start thinking, Oh, no, something’s broken. Okay, so just a nice simple report, this report might be handy to produce if you want to email because you have a second option, maybe emailed the board chair or the executive director, the success of the GivingTuesday campaign, then the third report that I want to draw your attention to just in terms of who’s who how successful were you is a fairly new report, but I think is absolutely timely, when it comes to giving Tuesday this year is the financial report called the monthly giving report. And what this report is designed to do is to show you, the people who have and a recurring pledge that is being fulfilled or paid through electronic means monthly giving. So if they signed up online, they’re going to be in this report, if they sent you a check, and they’re paying by cheque, they would not be in this report. So this is really for the people who are paying electronically, but it’s a nice report. So you can see again, with a filter, who’s who in terms of your GivingTuesday campaign. Alright, so that’s kind of just a walkthrough of success. So you have some numbers that you can start thinking about incorporating into your communication, but also a selection filter, that you can now say here is my targeted audience of who I want to communicate with. So with that kind of backdrop of information from your DonorPerfect systems. Let’s talk about welcome Wednesday. So welcome Wednesday, literally is going to be the day after giving Tuesday, because we know that an even GuideStar reports that new donors who receive a thank you within 48 hours of donating are four times more likely to give to your organization again. So with that kind of data out there, it might be motivation to think well, how can we thank our donors? What options do we have? Well, some of the options and the here’s where you get to kind of decide is, when you thank them that immediate Thank you could be accomplished. Using the online form, thank you email. It could also be accomplished if you opt to, to thank the donor from the gift screen might be a lot of work if you have a high volume, looking at every gift, but it is an option. Or maybe you want to do it maybe more practically for a high volume using the tool called receipts, where just takes all of the transactions that have been entered into DonorPerfect One way or another. And then you can send them out in a group. Or another thing, in addition to the official tax receipt, is maybe you want to send them an email to inform and thank them of your Giving Tuesday results. So is there too many emails that where you can say thank you. I’m sure there’s probably a threshold. But what we’re talking about here is saying hey, you have choices you have to kind of think through how do you want to get that first important communication into your donors hands to say thank you. In my experience for a big online fundraising efforts like giving Tuesday many people are going to use option one and option three listed here on my screen. So what do they look like? Alright, so if I need to look at option one, I’m back in DonorPerfect so I’m going to navigate to my online form. And again before I go through this just as a reminder as questions come in, I will try and answer as many of them at the end in a q&a session. And then if necessary, some follow up emails, okay, just so everybody’s aware. Alright, so let’s take a look at our first option for sending out a thank you because that’s welcome. Wednesday is set first 48 hours after the gift is received that we’re talking about. Hear. So one option is immediate, they click on to donate and support you. And hold on, I need to log back into my DonorPerfect system. But it’s that first 48 hours, they click on donor support, they’re giving you their credit card or bank account information. And you want to make sure that they have that at first, thank you. So scooting back into my online forms. And I am going to search for my Giving Tuesday form. And I’m editing it. Alright, so here’s my Giving Tuesday online form. And every online form has this option, where I can go to set email options. Now with the email options, you have the ability of making this message, whatever you want, but when the donor presses submit almost instantaneously, they’re going to get this email, the message is crafted by you. And it’s going to include their gift information. So this is by and large, the most common way that is used. Other options exist that this information is brought into DonorPerfect or transactions are brought into DonorPerfect. And then you could also produce your communications, your thank you the official receipt using the receipts process. Now in the receipts process, this is dealing with a group of transactions. So here, what you may want to do is you can generate your receipts in a in a group, but for this process to work helps if I have the right data set selected.
There we go, what I can do is I can have a Giving Tuesday email. That is a thank you email. So this is more in line with the process being done in DonorPerfect. And I can also create an upload a letter. So this that I’m showing you as a second option, it is absolutely effective and useful. But in terms of a high volume time, and you know that you want to send out kind of a welcome Wednesday, thank you, here’s how we did, you may opt for the online form. So you really I’m not going to say that you have to do one over the other. What I am strongly encouraging you to do is to make sure that you say thank you to your donors. Alright, so that’s the second option that I suggested. Now the third option is kind of going above and beyond these two to not only inform them of your, I don’t like to thank them, but to inform them of your GivingTuesday results. And that would be more in line with using the integration with constant contact. Now, when we’re using this integration with Constant Contact, like everything you have to select who do you want to send this email to. So what we have to do is we have to build a list, which is going to bring us back to that selection filter. So we would add a new list, we’re going to give it a name. We’re gonna create the list. How you create the list, whether it’s dynamic or manual is really up to you. But I would imagine that in many cases, such as this one where it’s going to be giving from welcome Wednesday and beyond, you would want a dynamic list because that’s going to keep it up to date whenever there’s new data that meets your criteria. So then we’re going to set our associated filter. And one advantage of building the filters under Settings and filters is now all I have to do is just simply find it in my list. And there’s my Giving Tuesday 2020 donors
I can review who it’s going to be and then I can push it across to constant contact. So then I’m going to update my list and then I am able to log Get into Constant Contact, go to contacts. So I’m selecting contacts.
And there, I will find my Giving Tuesday lists. And there’s a couple different versions of them. This is the one, I did not update this list, because I’m noticing that there’s a little bit of a lag. So I didn’t want to slow it down. But you can see that these two lists I created earlier today, data today. And it came from DonorPerfect. So now I have a group of people that I can now send out an communication. And what am I going to say to them? Well, that’s where you get into the use of constant contact. And you can build your campaigns as they’re referred to. And you can use the templates that are provided, you can start with your own, you can start with a blank slate. But remember to go back to that email template kit, and use the the copy that’s there, it’s there to take kind of the pressure off of you to come up with something to say. But when you are building it, it’s you’re now you’re truly using the mechanics and the functions and the features of constant contact. And when you are building this email communication, don’t forget to tell them what your success was, how did you do so far, but the overarching message is Thank you. So basically, what we have is three primary ways to say thank you, the online form, thank you, thank you from the gift screened, or the receiving process using email templates and letter templates that are stored in DonorPerfect. And then the third option is email to inform and thank participants of their Giving Tuesday results. Now as you are sitting there, and you’re thinking, Well, gosh, I’m not using the integration with constant contact is there any other way that I can benefit from this will absolutely, let me just go back here one more time into DonorPerfect. So if you’re not using the integration between DonorPerfect and Constant Contact, and you’re using Constant Contact separately, or maybe you’re using another email, so service like MailChimp, if you wanted to, you can go to report some Report Center. And you can choose to export the list of people their name, their email address, and the fields that you would want to include. And drop that into Excel, there we go. can export the information, get this file, and then you can upload it and use it the same way. So you are not stuck without options because your data is in DonorPerfect. And you can select it. But then whether you export it into Excel, you do letters you do the receiving option or you use the integration found under mailings and constant contact email, you have plenty of opportunity to get the message out. So that was welcome Wednesday, the first message and one of the most important ones and dare I say probably the most important one is thanking them. Now that we’re beyond welcome Wednesday, you’ve had a chance to catch your breath. What do you do next? Well, now we’re moving on to week one. And week one is really the week of December 8. And this is where you are trying to meet them where they are at the easiest way for them to get to know you. So that brings us to social media. And this in many ways is referred to as the friend request. It should be easy and effortless for your donors to now track you Who are you and let me introduce you to what we do. And here’s where you know if you are a social media expert, or you’re passionate about this, you will have a blast. But what you’re trying to do is increase the feeling of connectedness. Now again back in our blog, if you search for social media and I will be sharing this out there is an article that talks about 12 Social media best practices and and social media best practices for nonprofit and I would encourage you if you’re new, or you’re nervous about how to use social media, this was written by somebody on one of my colleagues who is just skilled at social media and how to use it. And I would take the time to read it, because there are some great practical tips, for example, start small and grow from there. So pick one of the social media platforms that you’re most comfortable with, and then go from there. You don’t need to use them all right away. It’s just that opportunity to engage with your donors. And really, you’re providing a way for them to get to know you. Okay, so then that brings us to week two. And this is really going to be taking place the week of December 15. And this is getting them involved. Or perhaps maybe you don’t want to try and get them involved, you want to know, how are you doing? So we’re thinking about this as a survey. So here’s where you might invite them to virtual events, of course, small socially distance in person gatherings, if they’re permitted in your area, it also might be an opportunity for you to offer volunteer opportunities, another opportunity for them to get to know you. Some of the tools available for use, if you’re going to have those virtual events is Ready Set auction, you could build an online form. And certainly give them a seat at your table have a purposeful check in learn the topics that they have interest in, this could easily be done with a survey. Now whether you use our online form tools extensively or not one of the templates that sometimes gets overlooked is the survey, we actually have an online form survey template. So what I want to do is I’m going to scoot back into DonorPerfect. And we are going to go to online forms. And I want to draw your attention to a couple of resources. So right up here at the top, check out the online form success hub, this is a great resource that breaks down different scenarios and the type of forms to use great resource. And again, this is available right here at the top and will be emailed to you when we’re done. Okay, so that’s one resource that I just want to draw your attention to. The other thing that I want to draw your attention to before I show you some examples, is when you go in to add a new form for whatever the scenario is for volunteering for a survey for an event, whatever it is, in the form template library, you’re going to be able to preview every type of form there is so that you get an idea about its purpose, not awed by its beauty, but its purpose of the type of information that you can capture. So if I go back here, and we take a look at a form what we will see. Okay, you can have some fun things going on. But every form, if I go into the edit, which is what I intended to do there, every form has this option in the administrative toolbar on the left called links and sharing. And here is where you can get the URL for that unique form. But then this is also where you can see the bitly link or the short link for social media sharing, as well as what you want somebody who completes a form to be able to do.
So you really want to try and just get them involved. You want to keep them getting to know you so that they will be excited to continue that relationship. So now we’re marching forward to week three. And doesn’t it feel like even now that this is how fast time goes by, but we’re at week three, and this is the impact update. This is where you get to be super excited, and really cheerlead and thank them because of them. This is what you were able to do. Here’s the money that was raised. Here’s how we appreciate what you did your money made this difference it was able to help us reach x goal. And really what you want to do is get as creative as possible share what was accomplished because of their support. You might want to be mindful of the source of the gift, meaning that if they sent in a check for giving Tuesday Then you may not want to just rely on an email, you may want to send them a letter. If they gave online then absolutely, you can probably engage with them in a very electronic approach, but keeping it personal. And you can see the use of video or photos is wonderful to show the impact. So what ways can you think of to tell your impact story? Okay, I’ve highlighted a couple, what ways are you thinking about to tell the story, the impact story are you going to use videos, you’re going to use a collage. Maybe it will be a virtual event where they can come in and your your, you know, excited and just thanking them. It’s a it’s a live virtual event where you’re sharing the story of what was accomplished. Any creative ideas
for those of you who are shy about making videos, you will find in that Giving Tuesday hub, the a bit of you will find in the Giving Tuesday hub, a do it yourself video tutorial. And this is Laura, another colleague of mine who is super skilled at explaining how to make a fundraising fun video. Alright, week for the year end, ask Now, ideally, and it may seem like this is a lot is the idea here is that you’re actually going to be positioning yourself to send out two emails this week. And you might be thinking, gosh, is that too many? Well, what was interesting as I was preparing and reviewing for this particular session, as well as others on in the near future, is that 53% of online year end revenue came in during the last six days of the year, I always knew that the 31st was a very big day. For online giving, I did not realize the the volume of online urine revenue that came in in the last six days of the year. Now you might be thinking to yourself, wow, will I ever get a break, I start in early December this year, and I’m going to be going all the way to January, there’s no no rest for the weary? Well, one of the things that you should know is again, you can take everything that we’ve provided for you to try and make it a little bit easier. But if I go back in here, and look here, when you are using Constant Contact, and I’m sure this is true for other email systems is not only can you build it, but you can also schedule to send it into the future, you don’t have to, like send it you don’t have to physically be there you can schedule for later. Now the other thing that’s going to be really important for you to kind of set it up and then let it run its course is if you build going back here to DonorPerfect. And we’re talking about the integration. So this would only work for the integration is this would be value for a dynamic list. So a dynamic list is one where you set it up. And it has a saved criteria. But then any time a record that is updated or added to DonorPerfect that makes the a person meet the criteria, then overnight, there’s a syncing process that’s going to push that new name into the group. So if they give something, let’s say on the 27th, then when you send out that 29th through the 31st email, then they could potentially meet it. Now you might be thinking, why don’t want to send them another appeal, and ask if they’ve already given. So you have to think through your filters for sure. So you can’t just take one filter and think that it’s going to apply for all you do have to think through who what is the criteria for a particular group to get that communication. I hope that makes sense to everybody. But I want to just to highlight a couple of features that give you the flexibility to set it all up and then let it just operate and do the work if you will for you. And so as you’re thinking about that last week in December, it’s an important year week for fundraising for meeting urine gold was and kind of retaining these donors and asking them to give a second time. But you can also do it in a way that’s going to be livable. And so that’s using the dynamic list and then also the schedule for later. And then the last communication that you want to then kind of think through in terms of what you would like to say, which again, is looking at the early January, is what’s ahead. And this is really again, where you’re just trying to keep them engaged, what are the ways that they can be involved, it could, of course, be donating money, it could be volunteering their time and skills, it could be spreading the word about events, and it could be launching crowdfunding campaigns. So one of the things that is available in an online form of ours is let me just go to the right place here is we can build, you can build crowdfunding campaigns.
You need to make sure this is the right one. And it is, okay. So here’s an example of a crowdfunding form that I built. And the idea is that I am able to, as an organization, build my form, but easily, very, very easily provide my donors, and anybody who comes to my site, a way to create their own page. So maybe it is more of a, you know, a fun fundraising effort, a challenge. You know, obviously, you can see here that I have a fondness for chocolate labs. But it’s, it’s a good opportunity where people can see what my goal is, I’m asking them to consider giving something the message that I can say, you know, can be crafted to the individual campaign. But I’m able to see who are the supporters who are the top fundraisers. And if I wanted to create my own, it’s really truly as easy as clicking, entering and my name, and my email address. Creating my page, and an email is now waiting for me to go in so that I as an individual fundraiser for a given nonprofit, I can make my own my own goals, and then share that out with my own friends and family. So there is a lot of opportunities for your Giving Tuesday donors to continue supporting you getting to know you. And we’re hoping that the way that this information has been kind of put together and presented and shared with you, not only in today’s session, but in the blog posts in the emails that you’re receiving, that you will feel like we are in this together. So a couple of just additional resources that I want to draw your attention to some of them I’ve already highlighted is the knowledge base, which is what this is going to take us to if it’s behaving I don’t know if it will open it up. But in DP community, it is filled with an enormous amount of information. One is in the knowledge base. But the other thing that you can do, and this isn’t going to open up to the full DEP community is there’s an opportunity to connect with other people. And that means other people using DonorPerfect, so not paid employees, people that are using it just like you. So the knowledge base is filled with resources. But there’s also the community where you can go in there and connect with other people who are using the product. As we wrap up and I move into the q&a time. And I don’t know if there are many or not, I just want to draw your attention to one more live expert webcast which is going to be taking place on December 9 at 1pm. Eastern time. And that is how to position your nonprofit for fundraising success. And then as always, we will make these recordings available not only in the email that you’ll be receiving, but also at the DonorPerfect.com page under resources. So I’m just pulling that across here. So again, I’m at DonorPerfect.com. And then if I go to expert webcasts, I’m going to see all of the various recording ones from the past, as well as the opportunity to register for new ones. So moving on to some of the q&a here. Let’s see If you have monthly donors through online forms DonorPerfect, but have none pulling into the monthly donor report cleared filters to be safe and updated date range, is there any recommendation on how to fix what that error could be? Okay, so if I’m understanding the question correctly is you are trying to use we just closed a few things here, you are trying to use the monthly giving report. So this is okay, so the monthly giving report, I was just rereading the question here, the monthly giving report is going to be best run. If you want to see all of your monthly recurring donors is going to be best run if you remove the date range, and you remove your filter. But that kind of the key in this is going to be let me just pull this up is the the recurring payment needs to be needs to be processed through tasks and monthly giving. Okay, so it needs to be processed there. And so for that to happen, when we’re looking at the actual pledge, pledge record, the monthly giving sometimes or labeled as EFT needs to be set to Yes, and there needs to be an actual payment method. If all of that is true, then the best thing that I can suggest is that you would want to reach out to our technical support team. So they can troubleshoot with you to see what might be going one. How do you approach the thank you results email if you did not hit your goal? Alright, so that’s a great question. So I think in my opinion, and anybody that’s on the line, still, you can also chime in to this. But in terms of what happens if you don’t reach the goal, one of the things that I have read recently is you will still absolutely want to thank people for their involvement and what your results were to date. I think it’s okay to be transparent and say that we’re still working on reaching our goal. And you could encourage you know, like, and here’s how maybe you could consider helping making another donation, sharing this link URL to the form with your family and friends. Now, you could, you may not want to do that, maybe you just want to say thanks, here’s a results to date, then what you could do is you could take the people, so you would build a compound filter, that basically is going to say, take all of my Giving Tuesday donors that have given out of the mix. So you’re going to take that Giving Tuesday donors, those who you invited to participate in the Giving Tuesday campaign, that’s the large large bucket minus those who have already given and maybe that becomes a targeted, targeted group for an end of year campaign. So maybe giving Tuesday wasn’t the best time but you want to provide the opportunity and you can make the difference of your Giving Tuesday goal may be its own separate goal or part of your year end goal. So I don’t know if anybody else has any ideas, but in some of the research that I’ve read, is it is okay to acknowledge the fact that you know, we’re still working towards reaching our goal and letting your donors informing them of the opportunity to partner with you. This could also be an opportunity for your board to get involved or maybe some of the donors who are committed to you or your volunteers. Were they really they kind of do the I hate to say it but like the old fashioned pick up the phone and have a conversation
Okay, Karen was saying I noticed last week that constant contact has changed some of their layout and dashboard for the for the contacts. Is there any instructions from DEP on these changes? The only thing that I can suggest Karen is if you go to our knowledge base and you review Constant Contact you could check it out there. And if you are really curious about a specific change you You could reach out to the our support team and see if they have any insight. But really, truly the best resources that if there’s a change in constant contact is to reach out to Constant Contact?
Um, do you find you get substantial drop offs? If you send too many emails in a row weekly for a full month? You know, that’s a great question that Tara is raising. And I don’t know. I think what you might answer is going to be I think what you have to be mindful of is how much emailing are you doing prior to giving Tuesday, this timeline is one that is fairly, I don’t want to say conservative, is fairly. Solid, in the sense of getting one email a week for a period of time is not too many. But when you start thinking about all the other emails that you might be sending out that don’t have anything necessarily to do with giving Tuesday, then there might be that threshold of what is too many. So you have to kind of think through bigger picture, what are you doing in terms of the volume of emails, and that might be a helpful guiding principle and maybe outside of welcome Wednesday, I absolutely think that first 48 hours is going to be critical. And maybe even the Get to know us the friend request. And then after that, maybe you stagger it a little bit, you can pick and choose which ones you send, but I also don’t think it’s too much to then ask for an end of year and keep them included. They may not give but I think giving them that opportunity is okay as well.
Oh, great question. Do you have any recommendations on how to motivate people to become monthly donors from one time donors? The one thing that has really resonated with me, as I have been asked this question in a variety of ways, is if you can communicate with your donors, the way that their individual monthly giving amounts will be used. Now, I don’t know if I’m going to be able to find a great form. So for example, if you are a food pantry, you could say, a $10 gift. In a month, we’ll provide fruits and vegetables for a family of four for a week. Like I’ve can’t come up with anything creative here. But if you could chunk it, like maker at micro sized uses of their monthly amounts that really seems to resonate with people and what you can do I have so many forms, and I can’t remember the name, it’s a great question. Nope.
Well, I’ll just show you what you can do forget this, I’m not going to be able to find it fast enough. What you can do is when you are designing your form, and you go to the amounts in the values to display
how the money is going to be used. And so when they’re filling it out, that is going to show them how their money is going to be used. I think this is also an opportunity that even outside of the form and maybe even before the form if you can break it down into small little dollar values that helps them kind of see oh wow $10 is going to go this far for this specific need. And I have time for it looks like one more question.
Okay, Louisa, you’re asking a great, great question and are giving Tuesday in urine giving asks, Should we mention the devastating impact of the pandemic or our donors burn out about hearing about the pandemic? You know, that’s an interesting question, I think is good I think it probably is, um, They’re tired of hearing about the impact of the pandemic, but they want to hear how, how you’re doing. And so if you can think of ways to present the impact that it has had and what you’re trying to do to adjust and pivot, and presented as what is the specific need, not just you, because of the pandemic, I think everybody can almost automatically conclude that without even being told, but I think if you can kind of rephrase it, you’re going to help them see what exactly you’re trying to do. Yes, we didn’t meet our goals. But here’s what we’re trying to do. We had to scale back, we are going to ask for individual involvement. And maybe it’s going to be not so much asking for a donation of money, but maybe it’s a volunteer donation of time, and things along those lines.
And then the very last question, if I have donors to already have given towards our Giving Tuesday campaign, should I send an email, asking them to share our link before December 1? I don’t think there is any harm and asking somebody who is shown interest in you to maybe past, you know, pay it forward, that that idea of pushing kindness forward and generosity forward. Again, I think it’s going to be behind the message like how you initiate them that that they have this opportunity of partnering with you I think that that would be a very creative way. And whether it’s December first or maybe it’s after December 1, I mean, I think the timing of that is really going to again be based on you know, the the number of people that you have, but I think it is absolutely okay to ask people to spread the word and maybe you’re asking them to share posted on their so their own social media pages
Well, folks, we are out of time. I appreciate you so much for carving time out to spend it with me. I hope that this was beneficial. As you dive into the busy season, I hope that you have a fantastic Giving Tuesday campaign and a wonderful, warm welcome. Oh my goodness. Welcome Wednesday and beyond and you have a great strong finish to 2020 Thanks so much.
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