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/emilydavisconsulting /AskEmilyD Give Where You Live AS A… Emily Davis Consulting August 7, 2014 9:00 – 10:30 a.m. The webinar will start shortly! 800. 891. 8357 Access Code: 8985911 @ColoradoGives #COGivesDay ColoradoGives.org (720) 898-5900

Using Social Media as a Fundraising Tool

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The use of social media as a communications and fundraising tool is becoming more popular in the nonprofit sector, but does your organization have a clear understanding and plan of how social media can increase funds raised for Colorado Gives Day? Learning ways to leverage social media for your cultivation and stewardship strategies will benefit your organization’s fundraising efforts for this important day of giving. In this educational session we will: • Investigate options for using social media as a fundraising tool. • Identify strategies and tools for your organization to raise money through ColoradoGives.org on Colorado Gives Day. • Learn how to steward current donors through social media. • Identify and engage online organizational ambassadors who can connect your cause to new supporters. • Develop online engagement strategies for organizational staff, board members, volunteers and current donors.

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Page 1: Using Social Media as a Fundraising Tool

/emilydavisconsulting /AskEmilyD Give  Where  You  Live  

AS A…

Emily Davis Consulting August 7, 2014

9:00 – 10:30 a.m.

The webinar will start shortly! 800. 891. 8357 Access Code: 8985911 @ColoradoGives

#COGivesDay ColoradoGives.org (720) 898-5900

Page 2: Using Social Media as a Fundraising Tool

/emilydavisconsulting /AskEmilyD Give  Where  You  Live  

Colorado Gives Day is… Tuesday, December 9, 2014

24 hours Online through ColoradoGives.org

Profile Deadline: Wed., August 20, 5 pm

New Nonprofits: Submit profile for review

Existing Nonprofits: Submit updates @ColoradoGives

#COGivesDay ColoradoGives.org (720) 898-5900

Page 3: Using Social Media as a Fundraising Tool

/emilydavisconsulting /AskEmilyD Give  Where  You  Live  

HOST

Featuring

Dana Rinderknecht Director of Online Giving

Community First Foundation

Emily Davis President Emily Davis Consulting

@ColoradoGives #COGivesDay

ColoradoGives.org (720) 898-5900

Page 4: Using Social Media as a Fundraising Tool

/emilydavisconsulting /AskEmilyD Give  Where  You  Live  

WHO AM I?

•  Nonprofit professional –  Staff –  Board member –  Volunteer

•  Founder –  YNPN San Diego –  Global Shapers Boulder

Hub –  Women Give San Diego

•  Late adopter •  Translator

•  Fundraising and the Next Generation author

•  21/64 multigenerational family philanthropy consultant

•  BoardSource CGT •  Masters in Nonprofit

Management @ColoradoGives #COGivesDay

ColoradoGives.org (720) 898-5900

Page 5: Using Social Media as a Fundraising Tool

/emilydavisconsulting /AskEmilyD Give  Where  You  Live  

TURN ON YOUR TECH

Follow the conversation…

@AskEmilyD

@ColoradoGives #COGivesDay #Socialmedia #fundraising

@ColoradoGives #COGivesDay

ColoradoGives.org (720) 898-5900

Page 6: Using Social Media as a Fundraising Tool

/emilydavisconsulting /AskEmilyD Give  Where  You  Live  

UNDERSTANDING SOCIAL NETWORKS

“Organizations don’t have to create… social networks; they exist all

around us in a variety of forms. Networked Nonprofits strengthen and expand these networks by

building relationships within them to engage and activate them for their

organizations’ efforts.”

(Fine and Kanter, 2010) @ColoradoGives #COGivesDay

ColoradoGives.org (720) 898-5900

Page 7: Using Social Media as a Fundraising Tool

/emilydavisconsulting /AskEmilyD Give  Where  You  Live  

@ColoradoGives #COGivesDay

ColoradoGives.org (720) 898-5900

Page 8: Using Social Media as a Fundraising Tool

/emilydavisconsulting /AskEmilyD Give  Where  You  Live  

WHAT STINKS ABOUT SOCIAL MEDIA?

•  Time investment •  New communication

platform •  Always evolving •  Participation in new

technology •  Transparency •  Loss of control

@ColoradoGives #COGivesDay

ColoradoGives.org (720) 898-5900

Page 9: Using Social Media as a Fundraising Tool

/emilydavisconsulting /AskEmilyD Give  Where  You  Live  

WHAT ROCKS ABOUT SOCIAL MEDIA

•  Additional tool •  STEWARDSHIP •  Build relationships •  Tell your story

•  Transparency •  Get feedback •  Cost effective &

green •  Quick & easy!

@ColoradoGives #COGivesDay

ColoradoGives.org (720) 898-5900

Page 10: Using Social Media as a Fundraising Tool

/emilydavisconsulting /AskEmilyD Give  Where  You  Live  

SOCIAL MEDIA LIFECYCLE

@ColoradoGives #COGivesDay

ColoradoGives.org (720) 898-5900

Page 11: Using Social Media as a Fundraising Tool

/emilydavisconsulting /AskEmilyD Give  Where  You  Live  

TEN TIPS FOR USING SOCIAL

MEDIA

@ColoradoGives #COGivesDay

ColoradoGives.org (720) 898-5900

Page 12: Using Social Media as a Fundraising Tool

/emilydavisconsulting /AskEmilyD Give  Where  You  Live  

“This is not the first time that nonprofit organizations and fundraisers have had to adapt to new technologies. The radio, television, newspapers, telephones, fax machine, and direct mail have all affected how we raise money. Some of the new methods that have evolved are more successful than others, and not all of them have been used with equal success by all nonprofits.”

- Ted Hart and Michael Johnston in Fundraising on the Internet

@ColoradoGives #COGivesDay

ColoradoGives.org (720) 898-5900

Page 13: Using Social Media as a Fundraising Tool

/emilydavisconsulting /AskEmilyD Give  Where  You  Live  

10 TIPS FOR USING SOCIAL MEDIA

1. Social media is A tool not THE tool

2. Social media is a plant

3. Add value

4. Two way street

5. Prospecting, cultivation, stewardship

6. Philanthropy’s next generation

7. It ain’t free

8. Not everyone “Diggs” social media

9. Selling social media

10. Have a plan @ColoradoGives #COGivesDay

ColoradoGives.org (720) 898-5900

Page 14: Using Social Media as a Fundraising Tool

/emilydavisconsulting /AskEmilyD Give  Where  You  Live  

COMMUNICATIONS EVOLUTION

Traditionalists

Postal Mail Phone calls

Boomers

Television Facebook Email

Generation X

Websites E-newsletters Email

Millenials (Gen Y)

Social Media Websites Mobile

Generation Z

???

Adapt or die!

Every generation

teaches us new technology

@ColoradoGives #COGivesDay

ColoradoGives.org (720) 898-5900

Page 15: Using Social Media as a Fundraising Tool

/emilydavisconsulting /AskEmilyD Give  Where  You  Live  

SOCIAL MEDIA IS A PLANT

@ColoradoGives #COGivesDay

ColoradoGives.org (720) 898-5900

Page 16: Using Social Media as a Fundraising Tool

/emilydavisconsulting /AskEmilyD Give  Where  You  Live  

WHAT SEEDS HAVE YOU PLANTED?

•  Up-to-date database

•  Specific, targeted outreach

•  Phone calls •  In person meetings •  Website

•  E-newsletter •  Social media

postings •  Matching gifts •  Challenge grants

@ColoradoGives #COGivesDay

ColoradoGives.org (720) 898-5900

Page 17: Using Social Media as a Fundraising Tool

/emilydavisconsulting /AskEmilyD Give  Where  You  Live  

ADD VALUE

•  Position yourself as an expert

•  Why your org? •  What’s your

impact?

@ColoradoGives #COGivesDay

ColoradoGives.org (720) 898-5900

Page 18: Using Social Media as a Fundraising Tool

/emilydavisconsulting /AskEmilyD Give  Where  You  Live  

TWO – WAY STREET

•  Be ready to respond

•  Don’t wait to comment

•  Offer ideas •  Ask questions

•  Welcome feedback •  Celebrate

successes •  Educate and share

impact

@ColoradoGives #COGivesDay

ColoradoGives.org (720) 898-5900

Page 19: Using Social Media as a Fundraising Tool

/emilydavisconsulting /AskEmilyD Give  Where  You  Live  

SOCIAL MEDIA POLICIES

@ColoradoGives #COGivesDay

ColoradoGives.org (720) 898-5900

Page 20: Using Social Media as a Fundraising Tool

/emilydavisconsulting /AskEmilyD Give  Where  You  Live  

NONPROFIT LADDER OF ENGAGEMENT

Awareness about service or giving

Interest in learning about service or giving

Desire to buy service from org or donate

Action when service purchased or donation is made

@ColoradoGives #COGivesDay

ColoradoGives.org (720) 898-5900

Page 21: Using Social Media as a Fundraising Tool

/emilydavisconsulting /AskEmilyD Give  Where  You  Live  

NEW DONORS direct mail, events

ANNUAL DONORS Direct appeals,

volunteer involvement

MAJOR DONORS Personal asks

Committee and board involvement

PLANNED GIFTS Personal asks,

personal involvement, Could be anyone!

@ColoradoGives #COGivesDay

ColoradoGives.org (720) 898-5900

Page 22: Using Social Media as a Fundraising Tool

/emilydavisconsulting /AskEmilyD Give  Where  You  Live  

SOCIAL MEDIA LADDER OF ENGAGEMENT

Happy bystanders (Listen)

Spreaders (Share)

Clients (Money)

Evangelists (Ask)

Instigators (Create)

*© 2010 Beth Kanter

@ColoradoGives #COGivesDay

ColoradoGives.org (720) 898-5900

Page 23: Using Social Media as a Fundraising Tool

/emilydavisconsulting /AskEmilyD Give  Where  You  Live  

RELATIONSHIPS DON’T CHANGE

•  Cultivate, steward, & solicit •  Recognize •  Multi-channel communications •  Meet one-on-one •  Develop ambassadors •  Stewardship rather than

solicitation •  Effective database

@ColoradoGives #COGivesDay

ColoradoGives.org (720) 898-5900

Page 24: Using Social Media as a Fundraising Tool

/emilydavisconsulting /AskEmilyD Give  Where  You  Live  

@ColoradoGives #COGivesDay

ColoradoGives.org (720) 898-5900

Page 25: Using Social Media as a Fundraising Tool

/emilydavisconsulting /AskEmilyD Give  Where  You  Live  

THE NEXT GENERATION

@ColoradoGives #COGivesDay

ColoradoGives.org (720) 898-5900

Page 26: Using Social Media as a Fundraising Tool

/emilydavisconsulting /AskEmilyD Give  Where  You  Live  

@ColoradoGives #COGivesDay

ColoradoGives.org (720) 898-5900

Page 27: Using Social Media as a Fundraising Tool

/emilydavisconsulting /AskEmilyD Give  Where  You  Live  

IT AIN’T FREE

“Many nonprofits (particularly the smaller ones) lack the resources

to communicate effectively. The Internet offers the opportunity to cost-effectively build a

community of supporters.”

--ePhilanthropyFoundation.org

@ColoradoGives #COGivesDay

ColoradoGives.org (720) 898-5900

Page 28: Using Social Media as a Fundraising Tool

/emilydavisconsulting /AskEmilyD Give  Where  You  Live  

NOT EVERYONE “DIGGS” SOCIAL MEDIA

@ColoradoGives #COGivesDay

ColoradoGives.org (720) 898-5900

Page 29: Using Social Media as a Fundraising Tool

/emilydavisconsulting /AskEmilyD Give  Where  You  Live  

INVESTING IN SOCIAL MEDIA

@ColoradoGives #COGivesDay

ColoradoGives.org (720) 898-5900

Page 30: Using Social Media as a Fundraising Tool

/emilydavisconsulting /AskEmilyD Give  Where  You  Live  

WHY SOCIAL MEDIA AT ALL?

•  Position as an expert •  Connect & collaborate •  New resources &

ideas •  Outreach & awareness •  Develop brand •  Low cost

@ColoradoGives #COGivesDay

ColoradoGives.org (720) 898-5900

Page 31: Using Social Media as a Fundraising Tool

/emilydavisconsulting /AskEmilyD Give  Where  You  Live  

WHY #COGIVESDAY?

•  Opportunity for pilot campaign •  Longitudinal data across years •  Motivation for sharing stories online •  Cross-organizational participation •  Great for new donors and annual givers •  Increase awareness & branding •  Galvanize volunteers •  It’s fun! @ColoradoGives

#COGivesDay ColoradoGives.org (720) 898-5900

Page 32: Using Social Media as a Fundraising Tool

/emilydavisconsulting /AskEmilyD Give  Where  You  Live  

HAVE A PLAN

Set Purpose(s)

Goals & Objectives

Tools & Strategies

Implementation

Evaluation

@ColoradoGives #COGivesDay

ColoradoGives.org (720) 898-5900

Page 33: Using Social Media as a Fundraising Tool

/emilydavisconsulting /AskEmilyD Give  Where  You  Live  

Discovery

Environmental scan Strategy sessions Target audiences Channel identification Topic areas

Documentation

Best practices Start small & slow Calendar dashboard Measurement strategies

Implementation

Staff Brand identity Content per channel Collaboration Personal/professional boundaries Adjust as needed

THE PLANNING PROCESS

@ColoradoGives #COGivesDay

ColoradoGives.org (720) 898-5900

Page 34: Using Social Media as a Fundraising Tool

/emilydavisconsulting /AskEmilyD Give  Where  You  Live  

PLATFORMS & STRATEGIES

•  Facebook Page •  Blog, Twitter •  YouTube •  LinkedIn Group,

Company, Profiles •  Pinterest •  Other?

•  Matching opportunities

•  Challenge grants •  Connect to specific

programs •  Demonstrate

impact •  Be ready to

steward! @ColoradoGives #COGivesDay

ColoradoGives.org (720) 898-5900

Page 35: Using Social Media as a Fundraising Tool

/emilydavisconsulting /AskEmilyD Give  Where  You  Live  

#COGIVESDAY – 1 MONTH OUT

•  Increase postings •  Focus on excitement •  Build on importance of the day •  Invite stakeholders to follow &

engage in your social media efforts •  Begin promoting scheduled donations •  Use #COGivesDay hashtag

@ColoradoGives #COGivesDay

ColoradoGives.org (720) 898-5900

Page 36: Using Social Media as a Fundraising Tool

/emilydavisconsulting /AskEmilyD Give  Where  You  Live  

2 WEEKS OUT

•  Reach out to specific donors •  Increase specific calls to action •  Share the impact and importance of

donations •  Identify matching and challenge

funding opportunities

@ColoradoGives #COGivesDay

ColoradoGives.org (720) 898-5900

Page 37: Using Social Media as a Fundraising Tool

/emilydavisconsulting /AskEmilyD Give  Where  You  Live  

1 WEEK OUT

•  Encourage pre-scheduled donations •  Provide specific tips for donors to participate in

#COGivesDay •  Remind donors about the details:

–  Date and 24 hour cycle –  Impact

•  Use publicity and previous momentum to drive action

•  Schedule postings to go out on #COGivesDay @ColoradoGives #COGivesDay

ColoradoGives.org (720) 898-5900

Page 38: Using Social Media as a Fundraising Tool

/emilydavisconsulting /AskEmilyD Give  Where  You  Live  

CO GIVES DAY

•  Post stories, press releases, videos •  Engage in online dialogue – ask

questions, respond •  Update progress towards your goal •  Acknowledge donors and celebrate

the impact!

@ColoradoGives #COGivesDay

ColoradoGives.org (720) 898-5900

Page 39: Using Social Media as a Fundraising Tool

/emilydavisconsulting /AskEmilyD Give  Where  You  Live  

FOLLOW UP

•  Debrief your strategy – what worked and what didn’t?

•  Post and share success stories across all stakeholders

•  Share and demonstrate impact •  Acknowledge donations and donors •  Have a plan for stewarding

individuals for the future @ColoradoGives #COGivesDay

ColoradoGives.org (720) 898-5900

Page 40: Using Social Media as a Fundraising Tool

/emilydavisconsulting /AskEmilyD Give  Where  You  Live  

5 THINGS TO DO TODAY

① Make a plan ② Watch other orgs ③ Attend trainings &

ask for support ④  Invite

participation ⑤ Support new

ideas @ColoradoGives #COGivesDay

ColoradoGives.org (720) 898-5900

Page 41: Using Social Media as a Fundraising Tool

/emilydavisconsulting /AskEmilyD Give  Where  You  Live  

PLEASE DON’T

•  Ignore stakeholder input •  Make it hard to

participate •  Stray from being unique •  Talk all about yourself •  Forget to acknowledge,

connect to impact @ColoradoGives #COGivesDay

ColoradoGives.org (720) 898-5900

Page 42: Using Social Media as a Fundraising Tool

/emilydavisconsulting /AskEmilyD Give  Where  You  Live  

ü Social media is as much art as it is science. ü Every org has different experiences. ü We are all learning. ü Social media is always evolving. ü Ten Tips to Using Social Media as a

foundation. ü Listen and learn!

@ColoradoGives #COGivesDay

ColoradoGives.org (720) 898-5900

Page 43: Using Social Media as a Fundraising Tool

/emilydavisconsulting /AskEmilyD Give  Where  You  Live  

@ColoradoGives #COGivesDay

ColoradoGives.org (720) 898-5900

Page 44: Using Social Media as a Fundraising Tool

/emilydavisconsulting /AskEmilyD Give  Where  You  Live  

PRINT RESOURCES

•  Fundraising and the Next Generation

•  The Networked Nonprofit •  Measuring the Networked

Nonprofit •  The Complete Facebook

Guide for Small Nonprofits

•  Twitter Jump Start: The Complete Guide for Small Nonprofits

@ColoradoGives #COGivesDay

ColoradoGives.org (720) 898-5900

Page 45: Using Social Media as a Fundraising Tool

/emilydavisconsulting /AskEmilyD Give  Where  You  Live  

ONLINE RESOURCES

•  Front Range Source

•  Cultivation Center •  Nonprofit

Technology Network (NTEN)

•  Network for Good •  Socialbrite.com •  IdealWare

•  Mashable.com •  Alltop Nonprofit •  Beth’s Blog

(Kanter) •  4Good •  John Haydon •  frogloop

@ColoradoGives #COGivesDay

ColoradoGives.org (720) 898-5900

Page 46: Using Social Media as a Fundraising Tool

/emilydavisconsulting /AskEmilyD Give  Where  You  Live  

Emily Davis, MNM Emily Davis Consulting

(720) 515-0581 [email protected]

emilydavisconsulting.com emilydavisconsulting.com/blog

@ColoradoGives #COGivesDay

ColoradoGives.org (720) 898-5900

Page 47: Using Social Media as a Fundraising Tool

/emilydavisconsulting /AskEmilyD Give  Where  You  Live  

Facebook Badge Facebook Cover Photo

FACEBOOK GRAPHICS

Badges are available on the Nonprofit

Toolkit page @ColoradoGives #COGivesDay

ColoradoGives.org (720) 898-5900

Page 48: Using Social Media as a Fundraising Tool

/emilydavisconsulting /AskEmilyD Give  Where  You  Live  

REMINDERS

Informational Videos •  Colorado Gives Day: Key Facts •  The Nonprofit Toolkit – Your Marketing Resource •  Marketing: Best Practices •  Incentive Fund & Prizes (Sept.) •  How to Measure Results (Sept.)

Located on Nonprofit Toolkit at ColoradoGivesDay.org

Webinars •  Nurturing Long-Lasting Relationships with Your Donors (recorded) •  Creative Marketing for Colorado Gives Day - September •  Countdown to Colorado Gives Day - October

Registration coming soon in Nonprofit Toolkit or via e-newsletters and Facebook

Visit  the  Nonprofit  Toolkit  page  for  recordings  and  

registra6on  https://

www.coloradogives.org/cogivesday/nonprofitToolkit  

@ColoradoGives #COGivesDay

ColoradoGives.org (720) 898-5900

Page 49: Using Social Media as a Fundraising Tool

/emilydavisconsulting /AskEmilyD Give  Where  You  Live  

READ BLOG

FOR TIPS AND

INSIGHTS

@ColoradoGives #COGivesDay

ColoradoGives.org (720) 898-5900

Page 50: Using Social Media as a Fundraising Tool

/emilydavisconsulting /AskEmilyD Give  Where  You  Live  

Resources Website ColoradoGivesDay.org Visit Nonprofit Toolkit •  Logos, Key Messages, FAQs, ads, templates, info videos and more!

eNewsletters ColoradoGives eNewsletters Archived on Nonprofit Resource pg

Help Sessions Sign up through Facebook or on Nonprofit Resources Page

Social Media Facebook.com/ColoradoGives.org Twitter.com/ColoradoGives ColoradoGivesblog.blogspot.com

Twitter Hashtag #COGivesDay

Contact Us [email protected] 720.898.5900

@ColoradoGives #COGivesDay

ColoradoGives.org (720) 898-5900