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Success Series:Engaging Your Donors

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T-Shirts

Deadline: April 1, 2019

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[CP]2’s Brand[Aid]

  • Is your nonprofit looking to refresh your brand? Or do you know a nonprofit whose marketing could use some help?

  • Local nonprofits can apply by April 12

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Event Info

  • CentreGives.org
  • #CentreGives
  • Begins: 8am on Tuesday, May 7, 2019
  • Ends: 8pm on Wednesday, May 8, 2019
  • Minimum gift of $25, goes further with:
    • $200,000 stretch pool
    • $27,000 in additional prizes
    • Credit/debit cards only

Kerry Tolton

Development & Stewardship Director

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Organization Resources

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Week 1: Goal Setting Recap

Three Goals of Centre Gives

  • Raise money
  • Raise awareness
  • Improve skill set

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Week 2: Social Media Recap

Spreading the Word

  • Good Content = More Followers

  • Tell your story (Mission, Passion, Impact, and Personalize)

  • Set social media goals: 2 organizational, 3 metric

  • 3:2 Ratio: 3 stories/content, 2 sales pitch/events

  • #CentreGives

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Ultimate Goal

Inspired

Engaged

GIVE

CentreGives.org

May 7 & 8, 2019

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Agenda

  • Establish Your Centre Gives Goals

  • Think Like a Donor
  • Organize Donor Data
  • Teamwork
  • The Thank You

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Establish Your Centre Gives Goals

  • How much do you want to raise?

  • How many new donors do you want this year?

  • Are you competing for a prize?

  • Will you be hosting any physical events?

  • Do you plan to increase number of social media followers?

  • Set yourself up for next year.

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Think Like a Donor

We make a living by what we get, but we make a life by what we give –Winston Churchill

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Think Like a Donor

What motivates you to donate?

  • How do you prefer to be contacted?

  • Who do you want to hear from?

  • What kind of stories resonate with you?

  • What’s your level of involvement with the cause?

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Think Like a Donor

The more you learn, the more you earn – Warren Buffett

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Think Like a Donor

Consider Your Social Circles

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Think Like a Donor

  • Not all generations contribute for the same reason
    • Generation Z (born 1998 – present)
    • Millennials (born 1980- 1997)
    • Gen X (born 1965-1979)
    • Baby Boomers (born 1946-1964)
    • Greatest (born before 1945)

Recognize Multi-Generational Differences

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Think Like a Donor: Gen Z

Source: Classy.org

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Think Like a Donor: Millenials

Source: Classy.org

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Think Like a Donor: Gen X

Source: Classy.org

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Think Like a Donor: Baby Boomers

Source: Classy.org

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Think Like a Donor: Greatest

Source: Classy.org

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Let’s Get Organized!

  • Types of Data:
    • Contact Information
    • Payment Types
    • Event registration/tickets/membership
    • Previous Centre Gives donors

  • Collect Contact Info:
    • **Email**
    • Phone Number
    • Address

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Let’s Get Organized!

  • Locations for Data
    • Excel Spreadsheet
    • Google Drive Sheet
    • Donor management software
    • NeonCRM, DonorPerfect, Donor Box

Manage Donor Data

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Master Spreadsheet

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Assemble Your Team

Who’s on your Centre Gives team?

  • Staff
  • Board Members
  • Volunteers
  • Current Donors
  • Long-time Supporters

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Empower Your Team

Create Content for Team to Share

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Empower Your Team

Example: Phone Script

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Empower Your Team

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Empower Your Team

Make it Fun & Competitive!

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Empower Your Team

  • Follow-Up
    • Remind team members
    • Ask how it went
    • Help answer donors’ questions

  • Schedule
    • Schedule deadlines for emails to be sent
    • Schedule call time sessions

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Homework: Stewardship

  • How will you recognize donations, publicly and privately?

  • How will donors learn about your organization’s Centre Gives results?

  • How will your donors be further invited to engage in the work of your organization?

  • What will be the next opportunity for donors to support your organization?

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Stewardship

THANK YOU: Phone Call

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Stewardship

THANK YOU: Email

REMINDER: DO NOT send donors a tax receipt. Centre Foundation will send an electronic receipt-you do not need to send a duplicate receipt.

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Stewardship

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Thank You!

Time to get to work on engaging your

#CentreGives donors!

Let’s connect:

kerry@centre-foundation.org

https://centregives.org/organization-resources