1. The Giving Day Initiative: Peer Learning Exchange DATE

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4. The Giving Day Initiative: Peer Learning Exchange January 8, 2015

5. Michelle HuttenhoffBeth Kanter Stephanie Rudat The Team Dana Nelson

6. Agenda 1.Check/In Roll Call (5 minutes) 2.Survey Results: Summary (7 minutes) 3.Minnesota: Year 6 and Sustainability Insights (15 minutes) 4.Miami: Year 3 and Sustainability Insights (15 minutes) 5.Sustainability Discussion: Cost Effectiveness (15 minutes) 6.Next Call (3 minutes)

7. Knight Foundation Giving Days Initiative Peer Learning Exchange Summary of Survey: Feedback 2014

8. Summary Findings and Takeaways PLE offers strong values to participants because it helps them keep ideas fresh, access to just in time requests for program materials or help. Playbook content very valuable, especially for those just starting out, but strong interest from all in more advanced content – especially endowment fundraising, DAF engagement, corporate sponsorship, and marketing campaigns. Facilitator that asks right questions, pulls out expertise from the group, and encouraging sharing amongst participants is valuable. A strong interest in more open discussion and Q/A on the calls connected to a particular topic – less content delivery. More interest in opening up the calls to other CFs, other staff members from their organizations, and expert guests. Participants are thinking about or beginning to experiment with many of the sustainability topics and identified a robust learning agenda for 2015.

9. How did the participating in the PLE help participants be more effective hosting Giving Days? StatementsRating I learned useful tips and strategies for making our Giving Day more effective4.69 I shared insights and materials about hosting Giving Days with others in my organization 4.63 I increased my confidence and comfort using skills to host a Giving Day4.44 Our giving day got better results because of my participation in the Peer Learning Group 4.31 “The Peer Learning Exchange allows us to collectively come up with new ideas and concepts to keep giving day strong!” “This experience has been extremely worthwhile, and we are excited to continue the opportunity to work together! We love collaboration!” Scale 1 to 5

10. Interest in Content Format and Topics Format Open Discussion2.6 Q/A Peers2.5 Invited Guests2.5 Playbook Content2.5 Peer Consults2.2 Mini-Case Studies from Peers2.2 In-Depth Case Studies from Peers2.0 Scale 1 to 3 “Topics with free flowing conversations are a really great way to learn” “Would like to have more guests”

11. Sustainability Topics: Thinking About Or Experimenting With? Topics for open discussion on the calls Robust learning agenda Detailed Data on the Wiki!

12. GiveMN Dana Nelson, Executive Director aka Cheerleader in Chief How to get more donors for bonus funds or de-emphasize it as incentive for nonprofit participation? What are some ways that our CF can recoup transaction fees? Is a viable strategy charging the nonprofits? How can we study and analyze staff time investment and make it more efficient? Sustainability Questions from Survey

13. Give to the Max Day Results Total raised: $18,316,626.42 (7% increase over 2013) Total gifts: 120,664 (13% increase over 2013) Total organizations: 5,544 (a 25% increase over 2013) Total donors: 62,607 (a 20% increase over 2013)

14. Give to the Max Day Results

16. Give to the Max Day Objectives 99.9% uptime Raise millions of dollars for thousands of Minnesota nonprofits and schools in 24 hours Transition to new technology platform

17. Making Give to the Max Day Sustainable Creative Sponsorships What: New partnership with Metro Transit Benefit: Access to public transportation, Metro Transit communications (social media, stores, busses, employees) How: Gained access through community foundation connection and built mutually beneficial program. Randomly awarded giving cards and metro passes to people wearing green. Downloadable free ride home coupon - 57% surveyed said free ride home motivated their participation in Give to the Max Day. Advice: Great way to reach public, great media appeal!

18. Making Give to the Max Day Sustainable Matching Grants: Cost Effectiveness What: Encourage organizations to offer matching grants on giving day Benefit: Aggregate total of matching grants is BIG! $6.7M past two years. Organizations keep 100% of their own match. How: Organizations raise matching funds from foundations, board members, donors, etc. They list matching grants on their GiveMN page. Donors can search by organizations with a matching grant. GiveMN does training for orgs on how to find and list a matching grant. Advice: Great way to eliminate “stretch funds” and build capacity of nonprofits to raise their own matching funds.

19. Making Give to the Max Day Sustainable Events: Cost Effectiveness What: More focused live events Benefit: In past years, we have hosted a 10 hour livestream and a happy hour in the evening. Both events included live entertainment. This year, volunteers passed out breakfast and prizes for three hours in the morning (key media time) and we hosted a media event for school principals. Advice: Data did not justify the staff time and expense to host the livestream or happy hour events. Our events strategy allowed us to focus on key media times and host a help team at our headquarters.

20. Janell Kaplan Development Officer Victoria Fear Programs Associate

22. Goals Structure: The Miami Foundation 201220132014 Total Amount Raised$1,239,050$3,278,610$5,264,025 Amount Raised$1,124,050$2,984,373$4,898,431 Bonus Pool$100,000$271,737$340,594 Prize Pool$15,000$22,500$25,000 Fees6.5%5%5.12% Number of Nonprofits that participated 300407520 Number of Trainings346

23. NPO Highlight: Miami Rescue Mission

24. What Worked! Diversifying communication channels Match vs. Bonus Involving existing donors and networks Financial summary transparency

25. What Didn’t Work! Registration process Nonprofit turnover Day-of event

26. Your 3 Big Takeaways Negotiation Team effort Setting a public goal

27. 2015 Planning for Sustainability Raising money for the Foundation’s endowment Corporate sponsorships New registration process

29. Sustainability Questions from Survey: Cost Effectiveness How to get more donors for bonus funds or de- emphasize it as incentive for nonprofit participation? What are some ways that our CF can recoup transaction fees? Is a viable strategy charging the nonprofits? How can we study and analyze staff time investment and make it more efficient?

30. Next Session Feb, 5, 2015 Time: 11 am/PST - 1 PM/CST - 2 PM/EST 60 minute call Sustainability Themes: Corporate Sponsorship/Endowment Fundraising Tactical Topic: ColoradoGives App Mini-Presentations: MS Gives, Duluth, ColoradoGives