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The Hump Day Coee Break - weekly trainings for nonprot marketers from John Haydon What to Ask In Online Donor Surveys with Rachel Muir

What to Ask in an Online Donor Survey

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Page 1: What to Ask in an Online Donor Survey

The Hump Day Coffee Break - weekly trainings for nonprofit marketers from John Haydon

What to Ask In Online Donor Surveys with

Rachel Muir

Page 2: What to Ask in an Online Donor Survey

What to Ask in an Online Donor Survey with Rachel Muir

The Hump Day Coffee Break - weekly trainings for nonprofit marketers from John Haydon

Format: • 15 minute presentation • 15 Q&A • Get back to work

• Recording available in next week’s newsletter • If you’re live-tweeting, use #HDCB

Take notes!

Page 3: What to Ask in an Online Donor Survey

What to Ask in an Online Donor Survey with Rachel Muir

The Hump Day Coffee Break - weekly trainings for nonprofit marketers from John Haydon

• Founder: Girlstart

• VP Training, Pursuant

• Featured on: Oprah, CNN, the Today Show

• AFP Outstanding Fundraiser of the Year

Rachel Muir, CFRE

Your presenter:

@rachelmuir | pursuant.com/training

Page 4: What to Ask in an Online Donor Survey

What to Ask in an Online Donor Survey with Rachel Muir

The Hump Day Coffee Break - weekly trainings for nonprofit marketers from John Haydon

1 4 reasons to do a survey

2 Winning example

3 The 3 things NOT to ask

4 Bonus tip: “I wish I’d thought of that!”

5 Questions & Answers

Agenda:

@rachelmuir | pursuant.com/training

Page 5: What to Ask in an Online Donor Survey

What to Ask in an Online Donor Survey with Rachel Muir

The Hump Day Coffee Break - weekly trainings for nonprofit marketers from John Haydon

1. It’s easy!

2. Done right, it makes your donors LOVE YOU MORE!

3. It keeps them loyal!

4. It helps you better target appeals and your ask!

@rachelmuir | pursuant.com/training

4 reasons to do donor surveys:

Page 6: What to Ask in an Online Donor Survey

What to Ask in an Online Donor Survey with Rachel Muir

The Hump Day Coffee Break - weekly trainings for nonprofit marketers from John Haydon

Example: Online survey

@rachelmuir | pursuant.com/training

Page 7: What to Ask in an Online Donor Survey

What to Ask in an Online Donor Survey with Rachel Muir

The Hump Day Coffee Break - weekly trainings for nonprofit marketers from John Haydon

Example: Online survey

@rachelmuir | pursuant.com/training

Page 8: What to Ask in an Online Donor Survey

What to Ask in an Online Donor Survey with Rachel Muir

The Hump Day Coffee Break - weekly trainings for nonprofit marketers from John Haydon

Example: Online survey

@rachelmuir | pursuant.com/training

Page 9: What to Ask in an Online Donor Survey

What to Ask in an Online Donor Survey with Rachel Muir

The Hump Day Coffee Break - weekly trainings for nonprofit marketers from John Haydon

Example: Online survey

@rachelmuir | pursuant.com/training

Page 10: What to Ask in an Online Donor Survey

What to Ask in an Online Donor Survey with Rachel Muir

The Hump Day Coffee Break - weekly trainings for nonprofit marketers from John Haydon

Example: Online survey

@rachelmuir | pursuant.com/training

Page 11: What to Ask in an Online Donor Survey

What to Ask in an Online Donor Survey with Rachel Muir

The Hump Day Coffee Break - weekly trainings for nonprofit marketers from John Haydon

1. When they gave 2. How much they gave 3. ANYTHING you already know

Don’t ask these 3 things:

@rachelmuir | pursuant.com/training

Page 12: What to Ask in an Online Donor Survey

What to Ask in an Online Donor Survey with Rachel Muir

The Hump Day Coffee Break - weekly trainings for nonprofit marketers from John Haydon

Why do surveys matter?

@rachelmuir | pursuant.com/training

Page 13: What to Ask in an Online Donor Survey

What to Ask in an Online Donor Survey with Rachel Muir

The Hump Day Coffee Break - weekly trainings for nonprofit marketers from John Haydon@rachelmuir | pursuant.com/training

General Fund

Mid-Level Gifts

Major Gifts

The myth of the donor pyramid:

Page 14: What to Ask in an Online Donor Survey

What to Ask in an Online Donor Survey with Rachel Muir

The Hump Day Coffee Break - weekly trainings for nonprofit marketers from John Haydon

General Fund

Major Gifts

What it really looks like:

@rachelmuir | pursuant.com/training

Page 15: What to Ask in an Online Donor Survey

What to Ask in an Online Donor Survey with Rachel Muir

The Hump Day Coffee Break - weekly trainings for nonprofit marketers from John Haydon

Bonus: I wish I’d thought of that!

@rachelmuir | pursuant.com/training

Page 16: What to Ask in an Online Donor Survey

What to Ask in an Online Donor Survey with Rachel Muir

The Hump Day Coffee Break - weekly trainings for nonprofit marketers from John Haydon

We’re considering running a bequest campaign in our newsletter.

Which one do you like?” “

Source: Adrian Sargeant “What’s new in Donor Loyalty?”

AFP FC 2015

@rachelmuir | pursuant.com/training

Page 17: What to Ask in an Online Donor Survey

What to Ask in an Online Donor Survey with Rachel Muir

The Hump Day Coffee Break - weekly trainings for nonprofit marketers from John Haydon

School janitor Rufus Wells died in 1991.

After school today, he’ll help an 8 year old understand math. Source: Russell James, Inside the

Mind of the Bequest Donor

Page 18: What to Ask in an Online Donor Survey

What to Ask in an Online Donor Survey with Rachel Muir

The Hump Day Coffee Break - weekly trainings for nonprofit marketers from John Haydon

School janitor Rufus Wells signed his will today.

One day, his bequest will help an 8 year old understand math. Source: Russell James, Inside the

Mind of the Bequest Donor

Page 19: What to Ask in an Online Donor Survey

What to Ask in an Online Donor Survey with Rachel Muir

The Hump Day Coffee Break - weekly trainings for nonprofit marketers from John Haydon

Pursuant.com/training Starts Aug 18th!Free Board contract & guides!

How to fire bad board members

All #HDCB guests get $50 off @rachelmuir | pursuant.com/training

Page 20: What to Ask in an Online Donor Survey

What to Ask in an Online Donor Survey with Rachel Muir

The Hump Day Coffee Break - weekly trainings for nonprofit marketers from John Haydon

Pursuant.com/training Free hotel OR $100 off!Learn how to nail the ask

Build a thriving major gift portfolioRetain and upgrade your donors

Master the art of storytelling

8 spots left! DC July 7th

Dallas Aug 12 Fundraising Bootcamp

@rachelmuir | pursuant.com/training

Page 21: What to Ask in an Online Donor Survey

What to Ask in an Online Donor Survey with Rachel Muir

The Hump Day Coffee Break - weekly trainings for nonprofit marketers from John HaydonQuestions?

Page 22: What to Ask in an Online Donor Survey

What to Ask in an Online Donor Survey with Rachel Muir

The Hump Day Coffee Break - weekly trainings for nonprofit marketers from John Haydon

Stay in touch!

pursuant.com/training

@rachelmuir | pursuant.com/training

Page 23: What to Ask in an Online Donor Survey

The Hump Day Coffee Break - weekly trainings for nonprofit marketers from John Haydon

Consultant, Trainer, Coach - Helping nonprofits get more from their digital marketing and online fundraising. Consultancy based in Cambridge, MA.

Instructor at Marketing Profs University, regular contributor at Social Media Examiner

Author: Facebook Marketing for Dummies, 3rd , 4th and 5th Editions

Speaker: The Nonprofit Technology Conference, Social Media 4 Nonprofits, Blackbaud’s BBCon, New Media Expo, AFP New Jersey, TechSoup, GrantSpace, Chronicle of Philanthropy, NetworkForGood and various local Chambers of Commerce.

Clients include: Habitat for Humanity, EpicChange, Share Our Strength, Environmental Defense Fund, Shriners Hospitals for Children, Boston Medical Center, Community TechKnowledge, Scholastic, TechSoup, WaterAid America, University of Massachusetts, Community Music Center of Boston, National Wildlife Federation, Razoo Foundation.