1. Multi-channel Fundraising, and maximizing donor engagement

2. Who Am I? Mike Johnston Founder, hjc, Integrated Fundraising Specialist, Aerobics Instructor, Game Player, and Sports Fanatic

3. At the end of the session, we’ll ask you to go online and fill out our integration survey. We’ll select 1 WINNER to receive complimentary 1-hour multi-channel, best practice, consulting session http://www.surveymonkey.com/s/5RNDHZ2 We’ll pick the winner from those who complete the survey! Take our online, integration survey at the end of the session!

4. Examples without a theory or a hypothesis is like… “Best practice fundraising creates results (statistics) that prove that fundraising integration of more channels and more areas of fundraising and non- fundraising – is indeed, best practice.”

5. 1)The Need What is driving changes in how we fundraise? 2)The Value What’s the value of being integrated? 3)Self-Assessment Where are you as an organization? 4)Solution How do you align culture, staff, and technology? 5)Evidence – Put It All Together What does best practice integration look like?

6. 1)Nonprofit offline donors are aging around the world 2)Donor files and acquisition list sources are shrinking 3)Revenues are flat and–in many cases–are falling 4)Fundraising costs are increasing/ fundraising margins are shrinking Nonprofits need (younger) more valuable donors in many parts of the world The Need

7. The Value

8. Integrated Marketing Benefits Deepens constituent loyalty and increases lifetime value Strengthens the brand Engage new audiences, grow revenue, and maybe even save money. Audiences are becoming increasingly multi- channel – in every country - and greater data intelligence is required to raise more money. The Value: Qualitative

9. Increasingly Multi-Channel Behavior % Who Agree, Appropriate S olicitation Channel GEN YGEN XBOOMERMATURE MAIL 77%79%74%77% EMAIL 76%69%60%51% SOCIAL MEDIA 69%60%38%17% PHONE 51%42%39%34% TEXT 38%25%16%13% Source: Next Generation of Canadian and American Giving

10. Best Practice The Brady Campaign started with 38,000 email addresses – 16,000 were Brady members – 22,000 were non-donor activists

11. Rapidly Growing An Email File Launched branded campaign and microsite NRAblacklist.com supported by a print ad campaign The site had a visitor to “signer” conversion rate of 40% Grew email list from 38,000 to 101,257 in under 3 months

12. Sustaining Engagement Growth of NRAblacklist.com was followed by urgent federal legislative battles Started a new branded campaign: stoptheNRA.com

13. An online advocacy effort by the Brady Campaign grew their email file from 40K to140K. The vast majority were new prospects. Multi-Channel: Acquisition – Best Practice 0.37%; $46 avg. gift Email Solicitation 1.26%; $24 avg. gift Direct Mail Solicitation 21%; $27 avg. gift Phone Solicitation

14. Best Practice Takeaways… Don’t Wait! Integrate online non donors into online, direct mail, and telephone conversion as soon as you have enough for a good test. Remember: younger donors ACCEPT more channels for solicitation! Flanker Brand Campaigns. Need constant campaigns (like NRAblacklist.com) to grow your online non donor list. Petitions. Build campaigns around online petitions so that you get full address.

15. Best Practice: Integration Increases Multi-Channel Loyalty and Value Retention Rate 2 Annual Donor Value 1 Sources: 1.total contributions over 12 month period, excluding $10k+ gifts for SPCA of Texas 2.Ibid. Comparison of retention rates for multi-year donors, SPCA of Texas 82.3% 70.1% 62.3% $102.64 $191.35 $255.74

16. Multi-Channel Grows Revenue: Spanish Best Practice Campaign subject: Safiya Hussaini –Condemned to brutal execution by neighbors Campaign goals: Amnesty Spain wanted signatures and money to stop the execution (fixed date) Strategy: Build an emotional/powerful campaign to save her Integrate channels

17. Banners Publicity Letters to leaders News Coverage Email Marketing Letters to university students Letters to leaders News coverage Publicity News coverage Face to FaceE-mail TV Internet Radio Press amnistiaporsafiya.org letters Call center 17/19 Amnesty International Spain World Class Best Practice: Integrated Marketing Strategy

18. AI Spain sent a stone with a letter to the opinion leaders This was distributed in the university 18/19 Amnesty International Spain Direct Mail

19. Collected approximately 300,000 “warm” emails through viral marketing campaign Sent out approximately 240,000 emails in a test: half text only email/half HTML email Online Marketing

20. 1,022 monthly donors, giving an annualized income over 130,000 Euros 688 single donors giving an average gift of 50 Euros HTML had a 50% better response than the text only email Online Appeal Results

21. Well darn, that worked well! Let’s do it again! Collected 220,000 more warm emails and sent out an HTML version of the same email from two month prior. The results: –1,478 monthly donors, giving an annualized income over 160,000 Euros –977 single donors giving an average gift of 44 Euros Continued Online Marketing

22. Overall Results Safiya was saved 1,170,535 petitions were delivered to the Nigerian Embassy. Spanish goverment communicated directly with Nigerian authorities on this case AI Spain found 5,000 new members – both monthly and single gift donors through an integrated fundraising and marketing approach! What could have been better or has changed since then? What channels? What areas of fundraising? 16/19 Amnesty International Spain

23. Self-Assessment to be Best Practice Where Are You in the Multi-Channel Evolution?

24. Where are You? Online Marketing Makes Minimal Contribution Calendar-Based Campaigning Not Financially Committed to Second Channel Thematically Integrated Coordinated Appeals Integrated Calendar Shared Metrics More Stuff, More Channels Coordinated IntegratedSilos Separate Metrics & Team for Online Marketing No Calendar / Campaign Coordination Online Constitutes 5- 25% Direct Response Revenue Unified Strategy & Full Integration Across Channel Managers Measures Success Across Channels, Not By Channel Seamlessly Integrates New Media Shared success, budget and goals Single

25. Which Type of Organization Are You? Type A TensionBehaviorOutcome FearBlaming Burnout, Detachment AnxietySelf-interest Stagnation, Isolation PoliticalDowngrading Type B TensionBehaviorOutcome InnovationCooperationAchieve Goals CreativityTeamwork Shared Success ProductiveRewards Source: Mark Climie-Elliott, HJC Senior Consultant, “Turning Point” Webinar, April 15, 2010.

26. “1” = Type A, “5” = Type B Where do you fall on the scale? On A Scale of 1-5…

27. Multi-Channel Sophistication Not Correlated with Org Size (or country!)

28. “ANYTHING is possible, but NOT EVERYTHING is possible.” Two factors that have the greatest impact on advancing integrated marketing & communications: –An organization’s / leadership’s commitment to the philosophy –Investing in the mechanics to make it happen Absence of these becomes a real barrier to integration.

29. Solution Getting people to change – to become best practice

30. To create change – you need a process. System Input Challenge Three drivers of change for a more integrated organization: People Knowledge Technology Where to Begin? Release the Fear.

31. Shared Reality Your organization as it is today: –How you see it – your reality –How others see it – their reality –No right or wrong – simply respected observations Collectively, this becomes your “shared” reality. Reality is something you rise above. Liza Minelli

32. Shift ahead & articulate a shared vision or desired state of what you want (or think) your fundraising will look like in 3-5 years Can be applied to any time frame Short-, Mid-, Long-Term Shared Future

33. The Camembert All the rest: Online 1%; Legacy 2%; Major 3%; Corporate 4%; Government and Foundations 3%

34. The Camembert All the rest: Online 25%; Legacy 12%; Major 3%; Corporate 8%; Government and Foundation 3%

35. Draw your fundraising pie charts: A Quick Exercise NOW2021

36. Integration of all LEVELS of giving Legacies, Large Gifts and smaller gifts..

37. Second Step- Today you are helping Greenpeace to have a better Planet for the future generations Would you like to keep on helping Greenpeace in the future? With your legacy you can donate a part or all your possessions to keep on helping Greenpeace If you want more information please contact Alberto.

39. Online Focus Groups Events Telephone Visits Direct Mail A ‘symphony’ of channels…

40. Face to Face, mail, phone, online Dozens of legacies Hundreds of individuals who WANT a visit! Millions of dollars in potential gifts that were uncovered through an integrated fundraising approach

41. Integrated Survey: Best Practice The cultivation survey: –Sent to 57,400 donors –3 key segments: Monthly, Active & Lapsed –5,530 responses (response rate of 11%) –Raised $17,574 – a bonus! –Reactivated 30 donors –Found 85 expectances and 292 legacy leads and 143 middle and major donor leads! –Key: shared budgeting!

42. The goals of the survey 1.Collect personal preferences of donors for targeted marketing appeals 2.Collect demographic data for marketing purposes – and connect it automatically to the database! 3.Build a deeper relationship with donors – give them a platform to be heard 4.Uncover leads for other forms of giving – including legacies, middle gifts, and major donor gifts 8/19/2015proprietary and confidential42

43. Facilitation Getting everyone on the same page

44. Integrated Planning: a full contact sport…

45. You must bring senior management e.g. VP, CEO level staff into the planning of an online and integrated plan You must have one person to manage facilitation You must be able to facilitate a face-to-face session that brings diverse teams together to plan together You must have the ability to forge agreement (budget, responsibilities, etc) on an integrated plan that includes many departments, many channels What does a face-to-face have to do to be successful?

46. Talk, and listen, to team members Review the past, the current reality, and future plans Analyze the data Prepare for a face to face session that will push, pull, cajole, challenge and team build. What do you do before you meet?

47. Talk, and listen, to team members Review the past, the current reality, and future plans Analyze the data Prepare for a face to face session that will push, pull, cajole, challenge and team build.

48. The Balanced Scorecard The Dramatic Oversimplifcation of Integrated Fundraising, Marketing, Communications and Campaigning

49. 8/19/2015proprietary and confidential49

50. The Evidence Putting It All Together

51. Brand is perceived as authentic They have moved away from a past of innovation to a current reality of ‘silos’ A Public Broadcaster

52. 2nd gift conversion dropped from 83% to 30% Net loss of donors since 2005. LTV of donors decreasing significantly since 2001 Magazine, which was the primary stewardship vehicle, stopped in 2007. Share of voice, i.e.number of times donors hear from TVO in a year, has decreased. Things needed to be improved

53. Senior management support Cross departmental cooperation Create an integrated plan and stick to it It would take an integrated solution…

54. Online and offline integration

56. Launched Impact Report for Donor Loyalty

57. Promoted online and through web Donor direct mail piece Householder Brochure in Impact Report Focused direct response TV advertisements Streamlined online fundraising Launched new microsite with focused campaign feel Built email list through “pledge sign-up” Ran focused e-mail conversion strategy End of year e-mail appeals Launched Symbolic Giving

59. Highlighted 40th anniversary Telemarketing Integrated Telemarketing with DM strategy Follow-up post direct mail appeal In-bound support Brought in industry-leading call centre to handle inbound fundraising calls outside of regular hours (weekends/holidays etc.) Introduced integrated (mail, phone, online) renewal strategy Launched cultivation mailings

60. Q3 - 26% increase over same quarter previous year Q4 - 40% increase over same quarter previous year 2011 – continued increase of 25% from 2010 Results – 2010 and 2011

61. http://www.surveymonkey.com/s/5RNDHZ2 Remember to fill out the online survey to win FREE consulting from me