Peer to Peer Fundraising - Tips, Tools and Tactics - CCCC Conference
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What is social fundraising, crowdfunding and peer to peer fundraising? Why should nonprofits care? Plus some tips, tools and tactics your organization can implement.
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Peer to Peer Fundraising - Tips, Tools and Tactics - CCCC Conference
- 1. PEER TO PEER FUNDRAISING. Tips, tools and tactics.
- 2. WELCOME! @BRADYJOSEPHSON Strategic Director, Charity Express Client Success Team Lead, Peer Giving Solutions Empowering people to act on the human spirit of charity.
- 4. NEW SCHOOL IS ACTUALLY THE OLDEST OF SCHOOLS. Art director Alexis Persani. Photographer Leo Caillard.
- 5. WHAT IS SOCIAL FUNDRAISING? Connecting people to people and projects they can fund to make a tangible difference in the world
- 6. WHAT IS SOCIAL FUNDRAISING. CROWDFUNDING • Project based • Purpose is fundraising • Driven by a person or an organization • Options to choose a project • Think Kiva PEER TO PEER • Person based • Purpose is engagement • Driven by a person or group of people • Focusing energy towards one project • Think charity: water
- 7. WHAT IS SOCIAL FUNDRAISING. EVENT BASED • Sign up at specific time • Required goal/amount • Tied to bigger event, race, etc. • Think Ride to Conquer Cancer THIRD PARTY • Sign up whenever • Set own goal amount • Doesn't’t have to be tied to bigger event • Think dinner party with donations
- 8. WHY SOCIAL FUNDRAISING? FOR THEM • Help the cause without giving more • Look good to networks • Can be fun, social and active • Feel good and special FOR YOU • Engagement with supporters • Acquire new donors in new networks • Reach new people with your story • Cheap
- 9. WHY SOCIAL FUNDRAISING. • Social Currency • Triggers • Emotion • Public • Practical Value • Stories
- 10. WHY SOCIAL FUNDRAISING. • Simple • Unexpectedness • Credibility • Concreteness • Emotion • Stories
- 11. Treat your supporters as heroes 1 Provide awesome service & support6 Make it fun for everyone7 Tell great stories (and lots of them) 2 Create a great opportunity to give and fundraise 3 Do the work before you launch 4 Encourage and accelerate the social 5 Choose the right tool (for them first) 8 HOW SOCIAL FUNDRAISING? 8 MUSTS FOR SOCIAL FUNDRAISING.
- 12. TREAT YOUR SUPPORTERS AS HEROES.
- 13. WHAT IS THE ADVENTURE YOU ARE CALLING YOUR HEROES TO? • It is bigger than you and your work and taps into things like: – Meaning – Purpose – Community – Connection
- 14. WHAT IS THE SPECIAL GIFT THAT YOU POSSESS AND CAN GIVE? • Is a creative wildcard that could be a: – Platform – Piece of technology – Tool kit they can build off – Financial match – Other incentive
- 15. WHAT ARE YOU LIKE AND HOW DO YOU HELP? • You have a personality that helps and can be: – Inspiring – Fun – Smart – Encouraging – Rebelious
- 20. TREAT YOUR SUPPORTERS AS HEROES. • What’s the adventure you’re calling people to? • What are you like as the mentor? • What special gift do you possess for heroes to use and benefit from?
- 21. TELL GREAT STORIES (AND LOTS OF THEM). • Genesis • Future • Beneficiary • Staff • Confession • Donor/Supporter
- 26. CREATE A GREAT OPPORTUNITY TO GIVE AND FUNDRAISE. • SMART – Specific – Measurable – Attainable – Relevant – Time bound • What do people do, for how long, so that and how?
- 27. CREATE A GREAT OPPORTUNITY TO GIVE AND FUNDRAISE. charity: water September • Raise $520 in September to help 8 people get clean water by starting a campaign on my.charitywater.org
- 28. CREATE A GREAT OPPORTUNITY TO GIVE AND FUNDRAISE. Dalit Freedom Network “For Freedom” • Do something for freedom and every $150 you raise before May 31 will be matched to provide education for a Dalit child for another year.
- 29. CREATE A GREAT OPPORTUNITY TO GIVE AND FUNDRAISE. Change Heroes • Raise $10,000 in 3 months to build a school in Kenya by asking 33 friends to give $3.33/day for 99 days
- 31. OH YEAH, YOU HAVE TO ASK STILL!
- 32. CLOSE THE LOOP.
- 33. CLOSE THE LOOP.
- 34. CLOSE THE LOOP.
- 35. DO THE WORK BEFORE YOU LAUNCH. • Get commitments and pledges before the campaign • Source input and encourage co-creation from “champions” • Use communication schedule • Set clear goals • Plan for success, be ready for failure – Scenario planning
- 36. Art director Alexis Persani. Photographer Leo Caillard. CHOOSE ONE METRIC THAT MATTERS TO SIMPLIFY AND FOCUS IN ON WHAT IS MOST IMPORTANT.
- 37. GET SOMEONE ELSE TO SAY HOW COOL YOU, THE PROJECT, IMPACT, ETC IS. Art director Alexis Persani. Photographer Leo Caillard.
- 40. Art director Alexis Persani. Photographer Leo Caillard. DON’T UNDERESTIMATE THE BOTTOM LINE BENEFIT OF GOOD DESIGN.
- 43. PROVIDE AWESOME SERVICE AND SUPPORT. Proactive • Nudges with tips, ideas • Toolkit • Share their stories/examples Reactive • Dedicated contact • Thank, thank, thank • Encourage Common Link • Community Management 200 Visit 20 Sign Up 10 Set Up 5 Do 2 Succeed 1 Superstar
- 48. MAKE IT FUN FOR EVERYONE. • Fundraisers – Set up – Ask – Update • Donors – Give – Share – Follow • Larger Community – Learn – Share
- 49. SET DONATION ANCHORS THAT EQUATE TO SOMETHING REAL & TANGIBLE Art director Alexis Persani. Photographer Leo Caillard.
- 50. MAKE IT FUN FOR EVERYONE.
- 51. MAKE IT FUN FOR EVERYONE.
- 52. MAKE IT FUN FOR EVERYONE.
- 53. CHOOSE THE RIGHT TOOL(S). • Brand and customization • Storytelling and content • Interactivity and social • Costs and resources • Charity focus and friendly
- 54. TOOLS DON’T RAISE MONEY, PEOPLE DO. Art director Alexis Persani. Photographer Leo Caillard.
- 55. Art director Alexis Persani. Photographer Leo Caillard. VALUE THE SUPPORTER EXPERIENCE BEFORE YOUR OWN.
- 56. BRAND AND CUSTOMIZATION. • How much do you actually need? – What is this not accomplishing? • Understand the costs/drawbacks of custom work • Brand is about experience before colours, logos and fonts • Wait until someone asks for a feature before you customize
- 57. STORYTELLING AND CONTENT. • How easy is it to use videos? – Link from YouTube, Vimeo, etc., embed, upload? • How much do you want to storytell and provide updates in your campaign? • Can you provide content, stories and updates regularly? • How dynamic are the content zones?
- 58. INTERACTIVITY AND SOCIAL. • Can people interact with you and others easily? • Can you interact with others easily? • Is sharing available, intentional, integrated? • Are there sharing nudges within the product?
- 59. COSTS AND RESOURCES. • What are the hidden costs? – Mainly time • What costs does this save? – I.E. automated tax receipts and administrative costs • One time, ongoing and transaction cost structure? • How can this fit into your current processes?
- 60. Art director Alexis Persani. Photographer Leo Caillard. DON’T BE AFRAID OF TRANSACTION COSTS, YOU ONLY PAY IF YOU SUCCEED.
- 61. CHARITY FOCUS AND FRIENDLY? • Can they issue tax receipts? Are they from you or another entity? • Do you have access to donor information? – Is it easy? • Is the tool built for charity or adaptable for charity?
- 62. THE MORE THINGS YOU ASK A TOOL TO DO, THE WORSE IT GETS IN ALL AREAS. Art director Alexis Persani. Photographer Leo Caillard.
- 63. 5 CANDIAN TOOLS. Tool Brand Story Social Costs Charity ? Overall FundRazr ★ ★★ ★★★ ★★ ★ 1.8 Chimp ★ ★ ★★★ ★★★ ★★ 2 Giveffect ★ ★★ ★★ ★★ ★★ 1.8 Peer Giving ★★ ★★★ ★★ ★ ★★★ 2.4 Artez ★★★ ★★ ★ ★ ★★★ 2
- 64. FUNDRAZR.
- 65. FUNDRAZR.
- 66. FUNDRAZR. Good • Free/easy to set up • Mobile • Social integrations • Charity adaptibility Bad • 5% plus CC • Lack of brand • Not created for charities
- 67. CHIMP.
- 68. CHIMP.
- 69. CHIMP. Good • Easy to use • 1% plus CC • Free & easy set up • Tax receipts • Donation widget • Charity registration optional Bad • Lack of brand • Donor information • Customization
- 70. GIVEFFECT.
- 71. GIVEFFECT.
- 72. GIVEFFECT. Good • Easy to use • 1% plus CC • Tax receipts (not yours) • Interactive with simple updates • Charity focused Bad • Limited branding • Only charities that sign up with them can receive funds
- 73. PEER GIVING.
- 74. PEER GIVING.
- 75. PEER GIVING.
- 76. PEER GIVING. Good • Brand • Storytelling • Full website • Tax receipts • Interactive with blog updates and comments • International receipting and processing options Bad • 4% plus CC • Full website • Set up resources • Template sites
- 77. ARTEZ.
- 78. ARTEZ.
- 79. ARTEZ.
- 80. ARTEZ. Good • Brand • Customization options • Event management built in • Mobile and multi- channel Bad • Customization options • Set up resources • Not inherently interactive
- 81. OTHER TOOLS. • Blackbaud - Friends Asking Friends • Indiegogo • Kickstarter • Canada Helps
- 82. Do the work before you launch Provide awesome service and support Make it fun for everyone Tell great stories (and lots of them) Create a great opportunity to give and fundraise Encourage and accelerate the social Treat your supporters as heroes Choose the right tool ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ HOW SOCIAL FUNDRAISING?
- 83. FREE TOOLKIT.
- 84. @BRADYJOSEPHSON Strategic Director, Charity Express Client Success Team Lead, Peer Giving Solutions brady@charityexpress.com THANK YOU! Empowering people to act on the human spirit of charity.
Editor's Notes
- 1636, cambridge mass, John Harvard, 800 pounds, 400 books
- Crowdfunding: Specific to project, small donations. Opposite of bigger donations and unrestricted. Speaks to what we’ve been selling is not hitting the mark.
- Social currency – make them look good and feel better Triggers – inherant reminders “top of mind, tip of tongue” Emotion – what moves us to action Public – transparency and bringing the “behind close doors” into the open Practical Value – usefulness, information that helps Stories – trojan horse concept
- Simple – can someone hear it once and remember it and re tell it Unexpectedness – zag when you should zig Credibility – how do they know what you’re saying is true Concreteness – specific, numbers, detail Emotion – why we are moved into action Stories – that get at the main point instead of just saying the main point Overlap is emotion and stories, we should be kings and queens of emotion and story, we’re already seeing big companies going this way and we’re going to get crushed Utils tangent?
- Make your donors awesome.
- Adventure is human dignity Mentor is cool and inspiring Gift is 100%, mycharitywater.org
- Adventure is unlock human potential Mentor is smart, techie Gift is one to one platform, gift cards
- Adventure is protest against injustice Mentor is fun and rebllious Gift toolkit, prompts/missions
- Adventure is equip next generation Mentor is trainer, innovator Gift is structure and platform
- Geneis is founding story, how you came to be often tackles the big problem or adventure you’re calling people to Future, inspiring, bold, what’s ahead and how it solves the problem Beneficiary, who are you helping, how and what’s the impact in their life Staff, who’s behind the scenes Confession, of mistakes, Engineers without Borders does their fail report Donor/Supporter, of the heroes, not enough of these
- Study of values and “kindness” is up over 300%, biggest jump for a value in 20 years