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25 WAYS TO KICK START YOUR CROSS-CHANNEL FUNDRAISING Mike Johnston – HJC Lynne Boardman – HMA Tad Druart - Convio

Masterclass: 25 Ways To Kick Start Your Cross Channel Fundraising!

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This exciting session will explore the many innovative ways to attract and retain supporters exposing you to multi-channel fundraising – like you’ve never seen before. What are the different media channels available for fundraising? How hard is it? In the ever changing demographics of our world, today’s fundraisers need to be on top-of-their-game and embrace new techniques to find supporters and keep the ones you have! We guarantee that you will have fun as you witness the endless ways others have jumped into the age of Google and started to combine direct mail, social network sites, personal pages, digital photos, blogs, video, twitter, widgets, audio podcasts and mobile phones to raise money and build relationships with their supporters. This fast-paced session, with up-to-date examples from some of the most accomplished and many other exciting fundraising brands will help you master cross-channel fundraising!

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Page 1: Masterclass: 25 Ways To Kick Start Your Cross Channel Fundraising!

25 WAYS TO KICK START YOUR CROSS-CHANNEL FUNDRAISING

Mike Johnston – HJCLynne Boardman – HMATad Druart - Convio

Page 2: Masterclass: 25 Ways To Kick Start Your Cross Channel Fundraising!

[email protected] and Founder, HJC

Lynne [email protected] Director, HMA

Tad [email protected] of Corporate Communications and Marketing,Convio

TP2010Tweeting today?

Your presenters...

Follow us as... @hjcnewmedia

Page 3: Masterclass: 25 Ways To Kick Start Your Cross Channel Fundraising!

• What is it?

•Why do it?

•What’s stopping you?

• Online and Direct Mail: Australia, France, Canada

• Online and the Telephone: Canada, US, UK

• Text messaging and voice: Argentina and Austria

• New York Public Library – using cross channel fundraising to break down silos

• Online and video: France

•Online and major gifts and legacies: Canada, Mexico

Page 4: Masterclass: 25 Ways To Kick Start Your Cross Channel Fundraising!

CROSS CHANNEL FUNDRAISING

• The use of multiple channels (online, direct mail, telephone, mobile) to support one another to raise more money and build better donor relationships

Page 5: Masterclass: 25 Ways To Kick Start Your Cross Channel Fundraising!

CROSS CHANNEL FUNDRAISING

Why do it?

Page 6: Masterclass: 25 Ways To Kick Start Your Cross Channel Fundraising!

GEN Y GEN X BOOMERS MATURES

48% 57% 52% 48%

26% 43% 54% 77%

28% 35% 32% 30%

29% 35% 31% 25%

22% 28% 28% 31%

22% 22% 27% 35%

25% 27% 17% 12%

8% 10% 16% 25%

11% 17% 14% 11%

14% 13% 4% 2%

9% 6% 4% 2%

Checkout Donation

Check by Mail

Gift Shop

Website

Fundraising Event

Honor/Tribute Gift

Third Party Vendor

Phone

Monthly Debit

Mobile/Text

Social Networking Site

52%

49%

32%

31%

27%

26%

20%

14%

14%

8%

5%

Giving Channels% donated this way in last 2 years (total)

Emerging Channels

11

Page 7: Masterclass: 25 Ways To Kick Start Your Cross Channel Fundraising!

Peer to Peer

Mail

Email

Social Media

Phone

Text

52%

41%

28%

22%

15%

8%

Solicitation Channel (From charities/nonprofits with established relationship)

% say appropriate solicitation channel (rank ordered by very important –blue) TOTAL GEN Y GEN X BOOMER MATURE

84% 87% 89% 82% 76%

77% 77% 79% 74% 77%

65% 76% 69% 60% 51%

47% 69% 60% 38% 17%

42% 51% 42% 39% 34%

23% 38% 25% 16% 13%

12

Page 8: Masterclass: 25 Ways To Kick Start Your Cross Channel Fundraising!

• Fundraising is profoundly multichannel• Causation may be impossible to track• Traditional donor databases are dinosaurs• Remove the silos within your organization• Direct mail and telemarketing need

to evolve

19

What does it mean?

Page 9: Masterclass: 25 Ways To Kick Start Your Cross Channel Fundraising!

Proprietary and Confidential

Integration opportunities or threats?

Area One: Direct mail and email

Page 10: Masterclass: 25 Ways To Kick Start Your Cross Channel Fundraising!

Proprietary and Confidential 10

Web Triggers Direct Mail Response

When you received a mail solicitation from a charity, which of the following places on the Internet do you look at before deciding whether to give money

All respondents 2005 2008

Look up 25% 44%

Do not look up 61% 47%

Don’t know/none 13% 10%

2005 2008

Org’s web site 19% 37%

Independent rating organization

11% 24%

Online discussion group

3% 10%

Blogs 2% 8%

NPT Research: 1,000 calls

Page 11: Masterclass: 25 Ways To Kick Start Your Cross Channel Fundraising!

Proprietary and Confidential

If 37% of direct mail donors who get a direct mail solicitation go to the charity’s web site before giving then shouldn’t cross-channel integration look like this?

Press Advertisement

Page 12: Masterclass: 25 Ways To Kick Start Your Cross Channel Fundraising!

Proprietary and Confidential

12

Cross-channel integration

Magazine Advertisement

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Proprietary and Confidential 13

Visitors were asked to fill out petition including mailing address and email…

Page 14: Masterclass: 25 Ways To Kick Start Your Cross Channel Fundraising!

Proprietary and Confidential 14

Direct Mail integration (coordinating messaging)

There were three test cells:

1. RECEIVED ONLY MAILING. 2. RECEIVED EMAIL BEFORE THE MAILING. 3. RECEIVED EMAIL AFTER THE MAILING.

Page 15: Masterclass: 25 Ways To Kick Start Your Cross Channel Fundraising!

Proprietary and Confidential 15

Direct Mail integration (coordinating messaging)

Pre-DM

Page 16: Masterclass: 25 Ways To Kick Start Your Cross Channel Fundraising!

Proprietary and Confidential 16

Direct Mail integration (coordinating messaging)

Post-DM

Page 17: Masterclass: 25 Ways To Kick Start Your Cross Channel Fundraising!

Proprietary and Confidential 17

Direct Mail integration (coordinating messaging)

Receiv

ed only

mailing

Receiv

ed em

ail befo

re the m

ailing

Receiv

ed em

ail aft

er the m

ailing

0

20

40

60

80

100

120

140

160

180

200

107

172

196

DM Integration (with email)

# of petition signers (in hundreds)

# of donations

Response rate (%)

Average Donation (euros)

ROI

Page 18: Masterclass: 25 Ways To Kick Start Your Cross Channel Fundraising!

Proprietary and Confidential 18

PAPER CATALOGUE IN SUPPORT OF AN ONLINE SYMBOLIC GIVING CAMPAIGN…

In 2005, an online only symbolic gift catalogue was introduced, it raised approximately $48,000 in its first year.

The second year, a simple catalogue was sent to direct mail donors in November of 2006 introducing them to the symbolic giving catalogue.

It was sent to approximately 10,000 donors and raised an additional $74,180.00

And a comparison of Nov 05 dm donors receiving a holiday appeal without a catalogue the month before vs. the 06 donors who received the catalogue showed a $15,000 reduction in income vs. $74,180 increase – for $59,180 net return on more integrated offline/online approach

Page 19: Masterclass: 25 Ways To Kick Start Your Cross Channel Fundraising!

Giving Year Giving Channel Number of Donors Percentage

2007/2008Mail GTM Specific

3176

Tracking specifically these 3176 Mail 07/08 GTM donors by channel in 08/09

2008/2009 Online GTM specific39

1.23%

Mail GTM Specific 1073 33.78%

combined both channels GTM specific 1112 35.01%

Giving Year Giving Channel Number of Donors Percentage

2007/2008 Online GTM Specific 400

Tracking specifically these 400 online 07/08 GTM donors by channel in 08/09

2008/2009 Online GTM specific 146 36.50%

Mail GTM Specific 16 4.00%

GTM Specific - both mail online and mail 162 40.50%

Page 20: Masterclass: 25 Ways To Kick Start Your Cross Channel Fundraising!

USE THE TELEPHONE WITH ONLINE!

Responsibly and strategically

Page 21: Masterclass: 25 Ways To Kick Start Your Cross Channel Fundraising!

Proprietary & Confidential 21

The Phone can be irritating…

“The bathtub was invented in 1850 and the telephone in 1875. In other words, if you had been living in 1850, you could have sat

in the bathtub for 25 years without having to answer the phone”

Bill DeWitt

hjc

Page 22: Masterclass: 25 Ways To Kick Start Your Cross Channel Fundraising!

Proprietary & Confidential 22

But it can have power and resonance

“The telephone, which interrupts the most serious conversations and cuts short the most weighty

observations, has a romance of its own”

Virginia Woolf

hjc

Page 23: Masterclass: 25 Ways To Kick Start Your Cross Channel Fundraising!

Proprietary & Confidential 23

The phone and online?

0102030405060708090

100

1 2

Per

cent

age

of G

oal R

aise

d (%

)

1: without call; 2: with call

Percentage of Goal Raised - without and with a call

Percentage of Goal Raised

hjc

Page 24: Masterclass: 25 Ways To Kick Start Your Cross Channel Fundraising!

Proprietary & Confidential 24

Further tests…

• A phone test was conducted a second year with online event registrants…

• The test group that received a phone call (2.5 minutes in length) raised $131.42 more than a registrant who did NOT receive a call

hjc

Page 25: Masterclass: 25 Ways To Kick Start Your Cross Channel Fundraising!

Online pledge pages and calling….

hjc Proprietary and Confidential 25

Not Called Called $-

$100

$200

$300

$400

$500

$600

$700

$800

$900

$1,000

$722.18

$920.09

Yoga In MotionImpact of Calling Participants

Avg. Revenue Per Participant

Action Taken

Aver

age

Reve

nue

($)

Up 27.4%

Page 26: Masterclass: 25 Ways To Kick Start Your Cross Channel Fundraising!

High touch…high gift amounts…

• 20 board member pages• $237,534 raised ($143,000

by one board member)• Phone used to stimulate,

manage, and help board members with their personal pages

hjc Proprietary and Confidential 26

Page 27: Masterclass: 25 Ways To Kick Start Your Cross Channel Fundraising!
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Page 29: Masterclass: 25 Ways To Kick Start Your Cross Channel Fundraising!

The next step was to call convert these donors. We did not breakout the different online warm lead sources to compare telephone conversion rates.

UK

7.25% conversion to monthly givingNo single donations – not askedAverage gift: $6.5 per monthCost to convert the online warm via the phone: $68.00Breakeven ROI: 23 months

North America – this is the estimated return

Average gift: $15 per monthCost to convert the online warm lead per donation: $65.00Breakeven ROI: 12 months

Page 30: Masterclass: 25 Ways To Kick Start Your Cross Channel Fundraising!

One last piece in the ROI. Apply the online lead costs to the telephone conversion costs

UK

Average $9.17 online warm lead cost + $68.00 per phone conversion = $77.17 cost per donor

With a LTV of approximately 5 years giving a gross revenue of $385.85 – $152.17 ($77.17 + $15 a year stewardship cost X 5) = $233.68 net revenue per donor

North America

Average $9.17 online warm lead cost + $65.00 per phone conversion = $74.17 cost per donor

With a LTV of approximately 5 years giving a gross revenue of $900 – $149.17 ($77.17 + $15 a year stewardship cost X 5) = $750.83 net revenue per donor

Page 31: Masterclass: 25 Ways To Kick Start Your Cross Channel Fundraising!

SMS

Collect mobile phone numbers during the advocacy action and instead of emailing the thank you text them a thank you.

Then send them a text to give ask or call that mobile number.

Page 32: Masterclass: 25 Ways To Kick Start Your Cross Channel Fundraising!

One million text “votes” in 51 days.

Page 33: Masterclass: 25 Ways To Kick Start Your Cross Channel Fundraising!

800,000 new contacts

9.65% conversion to monthly giving:

15,388

170,658 called on their mobile

phones

50% converted to monthly giving7.6 million

dollars LTV (over 5 years)

Average gift 3.28 dollars/month

Page 34: Masterclass: 25 Ways To Kick Start Your Cross Channel Fundraising!

Medécin San Frontiers Austria

5% of total donations to

tsunamiMSF Austria

Page 35: Masterclass: 25 Ways To Kick Start Your Cross Channel Fundraising!

50% converted to monthly giving60% said YES

50% converted to monthly givingVoice and text

to build relationships

282,000 Euros in single gifts

Medécin San Frontiers Austria

Page 36: Masterclass: 25 Ways To Kick Start Your Cross Channel Fundraising!

Why we have to get this right...Catholic Relief Services – when someone made a text donation during the Haiti earthquake aftermath they were given a chance to connect to a call centre. The organization believed that “calls could build a stronger bond with donors”. They are right – and we’ve shown you.

Sprint Nextel shut the service down.

Charities need to fight for the FCC to make sure that texts, like telephone calls, cannot be interrupted by phone companies. You can see why it’s important!

Page 37: Masterclass: 25 Ways To Kick Start Your Cross Channel Fundraising!

Sending a recorded message works too!

Page 38: Masterclass: 25 Ways To Kick Start Your Cross Channel Fundraising!

Sending a recorded message works too!

•$250 set up

•.05 to .10 cents per message – depending on volume…

• It’s worth testing!

Page 39: Masterclass: 25 Ways To Kick Start Your Cross Channel Fundraising!

NEW YORK PUBLIC LIBRARY

A cross channel campaign that broke down institutional silos…

Page 40: Masterclass: 25 Ways To Kick Start Your Cross Channel Fundraising!

New York Public Library

“When a man knows he is to be hanged in a fortnight, it concentrates his mind wonderfully”

Samuel Johnson

An integrated campaign over 44 days in the summer of 2009

Page 41: Masterclass: 25 Ways To Kick Start Your Cross Channel Fundraising!

Advocacy Page.

Constituents simply typed in their address and their City Council Member is located and a template message was generated

Page 42: Masterclass: 25 Ways To Kick Start Your Cross Channel Fundraising!

Campaign branding throughout the site

Page 43: Masterclass: 25 Ways To Kick Start Your Cross Channel Fundraising!

•10,974 emails sent to City Council Members•Over 20,000 written letters sent•Gross revenue $50,058.68 •1,000 donors•584 new donors

“The main reason we stopped the cuts was this online campaign. I would be the first to say otherwise, but it's true.”

Results

Page 44: Masterclass: 25 Ways To Kick Start Your Cross Channel Fundraising!

Creating an integrated schedule

Page 45: Masterclass: 25 Ways To Kick Start Your Cross Channel Fundraising!

Proprietary and Confidential

What did we learn about making cross-channel work with New York Public Library?

1. Get buy-in at the senior level2. Have departments work together (maybe for the first time)3. Create an integrated team4. Create an integrated goal (with different metrics of success for each department)5. Create an integrated plan6. Matrix reporting structure MAY make sense with individuals temporarily reporting cross-department

Page 46: Masterclass: 25 Ways To Kick Start Your Cross Channel Fundraising!

Proprietary and Confidential

Online and Video

Page 47: Masterclass: 25 Ways To Kick Start Your Cross Channel Fundraising!

Banners and email rentals drove traffic to a landing page that asked people to watch a video and donate…

Banner Email

An acquisition test online:

QuickTime™ et undécompresseur TIFF (non compressé)

sont requis pour visionner cette image.

QuickTime™ et undécompresseur TIFF (non compressé)

sont requis pour visionner cette image.

Page 48: Masterclass: 25 Ways To Kick Start Your Cross Channel Fundraising!

Bannière Email

page appel à don

page vidéo

Page 49: Masterclass: 25 Ways To Kick Start Your Cross Channel Fundraising!

Online acquisition that works… our approach

DM test: In the end, the dm appeal found 528 single gift donors, 29 monthly donors and invested 79,000 euros to find those donors.

vs.

Online test: In the end, the online appeal found 256 single gift donors and 62 monthly donors and invested only 4,100 Euros.

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Proprietary and Confidential

Online will be increasingly important for major gifts and legacy giving

Page 51: Masterclass: 25 Ways To Kick Start Your Cross Channel Fundraising!

Proprietary and Confidential 51

ONLINE SURVEY #1:

15 EXPECTANCIES103 LEADS - CANADA

ONLINE SURVEY #2:

52 EXPECTANCIES164 LEADS – UNITED STATES

ONLINE SURVEY #3:

9 EXPECTANCIES1,043 LEADS – MEXICO

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Proprietary and Confidential

52

General - Major Donors

General - Prospect

Emergencies

Special Event

Website

Grand Total

6 $ 51,303.68

5 $ 130.00

2,425 $ 394,985.27

38 $ 5,602.01

7,729 $ 412,635.22

10,204 $ 864,656.18

Page 53: Masterclass: 25 Ways To Kick Start Your Cross Channel Fundraising!

Proprietary and Confidential

• tracking the impact that sites like Facebook make to fundraising and campaigning

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Proprietary and Confidential

What’s your credit card limit?

Page 55: Masterclass: 25 Ways To Kick Start Your Cross Channel Fundraising!

•Cross channel fundraising: increases response, increasing average gift and the number of gifts?• What’s stopping you? Senior leadership, departmental rivalry and silos, or just having a plan?• Time to start now! Your donors are already cross-channel supporters…