GlobalGiving Partner WorkshopWe’re excited that you’re a part of the GlobalGiving community!

AgendaWelcome & IntroductionsGlobalGiving UpdatesSMART Online FundraisingCultivating A Fundraising ArmyAttracting New GlobalGiving DonorsRetaining DonorsClient-Consultant Action Planning Benefiting from Corporate PartnershipsWrap-Up and Feedback

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Objectives for Today’s Activity

Help you understand how GlobalGiving fits into your organization’s overall fundraising strategy

Identify a SMART online fundraising goal Create action steps to achieve your goalLearn best practices in growing your donor network and retaining existing donorsEnhance your use of GlobalGiving as the core tool in your online fundraising strategy

Connect you with a local network of nonprofit organizations using the GlobalGiving site and harnessing online fundraising

Introductions

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Break Into Groups & Introduce YourselfNameTitle and OrganizationWhat is the biggest challenge that you currently face in terms of online fundraising? What is one thing that people wouldn’t be able to guess about you?

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GG Feedback BoardUsing the sticky notes on the table, throughout the workshop, post thoughts related to the following:

Have you had a lingering question about GlobalGiving?Are there specific challenges that you have been facing on GlobalGiving?Are there any ideas or opportunities that you want to share?

GlobalGiving Updates

GlobalGiving UpdatesFundraising & Social Impact AcademiesExperimentation with Bonus DaysTown HallTools + Training blogNew websiteGG Rewards

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New Website

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GG RewardsPartner, Leader, Superstar

GG Rewards created in order to:Reward organizations for their engagement and effectivenessProvide a flexible way to move from Partner to SuperstarEnhance visualizations to understand your activity

More points higher GG Rewards status enhanced opportunities for visibility and corporate and major donor recommendations

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EngagementGG Rewards allows GlobalGiving to reward partners that are active and engaged on the platform

Report regularlyDrive donations through matching campaignsParticipate in contestsContribute to the Leadership CouncilAnd more!

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EffectivenessOrganizations that are listening, acting, and learning are more effective

GG Rewards helps us drive donations to organizations that are Listening, Acting, and Learning on and off GlobalGiving

Earn points by completing a Learning Cycle

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Effectiveness ToolsDIY ToolkitFeedback ToolkitStorytellingCharting ImpactGlobalGiving WebinarCreate-Your-Own Cycle

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Step 1LISTEN

(3 points)

Step 2ACT

(4 points)

Step 3LEARN

(5 points)

How to Use the Create-Your-Own

Cycle for Effectiveness

Points

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SMART Online Fundraising

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SMART GoalsSpecificMeasurableAction-OrientedRealisticTime-Bound

Making Your Goal Measurable

Dollar amountUnique donorsRecurring donorsNew versus old donorsDonors who make donations as a gifts

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Question 1• Draft one online fundraising goal that your

organization has for the duration of 2015 that is SMART in nature.• Specific• Measurable• Action-Oriented• Realistic• Time-Bound

• After you have drafted your goal, share with a partner and discuss to ensure that your goal meets each of the SMART criterion. Revise accordingly.

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• What are the top three challenges that you foresee in achieving your SMART goal?• Ensure that the descriptions of these challenges

are as tangible as possible.• Make sure that a challenge cited isn’t

insurmountable. If it is, consider whether your goal is realistic and thus SMART after all. Revise accordingly.

Question 2

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Questions 3, 4, 5

• Question 3: What is your current Reward Level?

• Question 4: What are two Engagement actions that you could take in order to earn points and take steps toward achieving your SMART online fundraising goal?

• Question 5: What are two Effectiveness actions that you could take in order to earn points and take steps toward achieving your SMART online fundraising goal?

Short Break

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Cultivating A Fundraising Army

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Fundraising AdvocatesStrengthen and expand organization’s donor network

Create “buy-in” opportunities for donors

Help donors to feel that they:Have a powerful impactCan see the results of their donations Have influence over the direction of the organization

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Engaging Fundraising Advocates(& Others) on GlobalGiving

Fundraiser pagesYear-End CampaignBonus Days

Fundraiser Page• Fundraiser-

established goal

• Customizable title, summary, and photo

• Easy to track donations & progress towards goal

• Birthday• Wedding• Marathon or race• Sporting event• Fundraising

contest• Tribute• Disaster relief

When could a fundraising advocate

build a fundraiser page?

$8,243Raised for Rural schools in the Himalayas

CYCLE CHALLENGE

Each year cyclists ride 150km for 2 days through the Himalayas

$2,474Raised for Maternal Health in Tanzania

LABOR FOR LOVE

Alison asked supporters to donate $1 for every hour a women in their life was in labor

$13,477Raised for Nepal Earthquake Relief

Campaigns• Help keep your

donors engaged

• Create a sense of urgency

• Give you a reason to reach out to donors through incentives

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2015 Bonus Days

March: 30% match, $60,000, $2,000 bonusesMay: Prorated (25.9%), $75,000, no bonusesJuly: Rewards-based matching, $115,000, $2,000 bonusesSeptember: 30%, $70,000, $6,000 bonuses*

*Bonus cap now at $1,000/donor/organization to ensure funds last longer

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Year-End CampaignAlmost 18% of all online fundraising happens in December

Great time to achieve your SMART goal!December 1 – 31Requirements:

Must opt-inMaximum of one project per organizationRaise minimum of $3,000 from 30 donors to unlock eligibility for award

Bonus awards for top 9 projects ($ raised)

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Identifying Fundraising AdvocatesWhen identifying these leaders, consider individuals who:

Care about your organization, the projects that you lead, and/or the issues that you affectWill serve as strong brand ambassadorsCan tell (or learn to tell) the story of your organization and project(s) in a compelling mannerHave large networksYou (or a colleague or board member) will feel comfortable reaching out to personally with the fundraising advocate request.

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Question 6• Identify at least five individuals to serve as

fundraising advocates in support of your SMART goal. Consider individuals from the following affiliations:• Staff• Board members• Volunteers• Existing donors & supporters• Beneficiaries• Professional contacts• Friends & family• Community leaders & members

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Questions 7 + 8

• Question 7: What is the average amount of funding raised per donor for your projects?

• Question 8: Based on your larger SMART goal, what is a SMART objective that you can set for your fundraising advocates?

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Group Discussion

• Question 9: What actions will you take to engage your fundraising advocates to achieve their SMART objective on GlobalGiving?

• Question 10: What tools can you offer your fundraising advocates to ensure that they have maximum resources to accomplish their SMART objective?

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Support for Fundraising AdvocatesWork together to:

Set a specific fundraising goalCraft prospect- and donor-appropriate messagingCreate an outreach strategyMap out prospective donors

Provide outreach templates and FAQsSend friendly reminders

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Communications Tips for AdvocatesHarness email and social media Emphasize project importance and urgency, and why donor mattersConsider the audience – tailor messages to be consistent but different Time messages – one month out, one week out, day before

Attract New GlobalGiving Donors

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Attracting New Donors

Craft a compelling project descriptionEarn your way toward an improved project rankCreate microprojects

Attractive Project Page• Specific, action-

oriented title

• Close-up, high resolution photos

• Easy to understand, jargon-free, project specific summary

• Tangible, realistic donation options

Or here…

Or here…

Your project

here

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Search Ranking Criteria40% the amount of time since your previous project report20% the number of donors that your project has attracted20% the amount of money your project has raised, relative to other projects20% how close is the project to being fully funded**Bonus points for being a Leader or Superstar, or having a Microproject

Support Ian’s EducationNyaka AIDS Project

• Leaders & Superstars

• Fundraise for specific individual or activity

• $250 - $10,000

• Active for 3 months

• Tied to an existing parent project on GlobalGiving

• Bump in GlobalGiving’s project ranking!

Microprojects

Questions 11 + 12

• Evaluate the existing project that best aligns with your SMART goal.

• Question 11: What three actions can you take to improve your project page?

• Question 12: What is your project rank? What two actions will you take to improve your rank?

Retaining Donors

According to the Fundraising

Effectiveness Project*

Overall donor retention was 43%

Repeat donor retention was 64%

New donor retention was only 23%

*All data from 2013-2014

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Group Discussion

• Question 13: List at least three reasons why donors have stopped giving to your organization in the past and/or reasons why donors would stop giving to a project. Then, brainstorm at least one solution for each of the reasons that donors have or would stop giving.

• Question 14: What are three ways that you can increase donor retention on GlobalGiving?

• Each group will share one response to Question XIII and one way that you can increase retention on GlobalGiving.

Why Donors Stop Giving

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No memory of supporting the organizationNot reminded to give againDidn’t feel connectedFelt other causes are more deservingOrganization wasn’t transparent about how donations were usedOrganization asked for an inappropriate amount

Solutions to Increasing Donor Retention (& How You Can Do So on GlobalGiving!)

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Communicate with donors at least every 90 days (project reports)Show donors how their funds help you achieve your mission (project reports) Personalize your communication (thank you notes)Encourage donors to make monthly recurring gifts and/or donations as a gift or tribute to someoneKnow your average gift and ask for the right amount

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Donor Appreciation

• 46% of donors stop giving because they feel like their donations are not recognized

• Send thank you notes as soon as possible

• Share photos, anecdotes, and impact statistics in project reports

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Donation ManagerAccess donor information in real time!View gross donation information (not counting fees or add ons)Send thank you notes directly through the GlobalGiving site

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Thank You Note TipsSend notes as soon after the gift arrives as possibleAcknowledge the donation amount and sourceUse the filter to identify repeat donorsAsk questions to keep the donor engagedRemind the donor of the impact that the gift will haveBe personal and warm in the language that you use

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Question 15

• Have you sent thank you notes? If so, when was the last time that you sent a thank you note?

• What steps will you take to improve your thank you note template for the project tied to your SMART goal?

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Project Reports• Required every three months

• Emailed to all project donors and posted on project page

• Project reports (2-3 paragraphs):• Close-up, high-res photos• Beneficiary stories• Progress & accomplishments• Project-specific impact stats• Call to action

• Rating 1 (poor) to 5 (excellent)

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Project Report Ratings• How emotionally

compelling is the report/update?

• Is the report on-topic?

• Is it written for the correct target audience?

• Is it compelling?

• Are there high-quality photos?

Question 16

• What was your last project report rated?

• What could you do to improve your rating?

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Lunch Break

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Client-Consultant Action Planning

Group Activity: Question 17• Break into groups of 3• Review your SMART goal• What continuing challenges do you foresee associated

with achieving this goal? • Take 1 minute to share your goal and challenges with 2 partners.• Then, partners will take 6 minutes to brainstorm and advise on

solutions so that you can accomplish your goal.

Alternatively, consider what challenges you had identified at the start of the day. Then share the solutions that you had identified with your peer consultants to get their feedback.)

Benefiting from Corporate Partnerships

$3+ million in 201498% of Current Partners received portion of funding

Cause Marketing

Gift Cards

Employee Giving

Grantmaking

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GlobalGiving & Corporate Referrals

Does not pitch organizations to companies

Makes recommendations based on company’s criteria (e.g. regional and/or thematic focus)

Most likely to recommend Superstars, then Leaders

Comfortable recommending active & engaged organizations

Disaster Relief Efforts

Wrap-Up

• Incorporate your GlobalGiving & overall fundraising strategies

• Establish SMART goals

• Use GlobalGiving’s tools to help you reach your goals

• Take advantage of special events or opportunities

• Involve your supporters!

• Aim for Superstar-dom

Making the Most of GlobalGiving

• Sign up for a one-on-one consultation• Participate in the Fundraising and/or Social Impact Academy• Read the Tools & Trainings blog• Complete Effectiveness tools

We’re here to help!