an integrated fundraising program success story

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An Integrated Fundraising Program Success Story The Kidney Foundation of Canada Kelly Lachance The Kidney Foundation of Canada Leah Eustace, ACFRE Good Works

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A case study on the Kidney Foundation of Canada presented at AFP Ottawa Chapter Fundraising Day 2014, by Leah Eustace and Kelly Lachance.

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Page 1: An integrated fundraising program success story

An Integrated Fundraising Program Success StoryThe Kidney Foundation of Canada

Kelly LachanceThe Kidney Foundation of Canada

Leah Eustace, ACFREGood Works

Page 2: An integrated fundraising program success story

#FRDay14 KFOC + Good Works @KelDuc | @LeahEustace

A bit about us

Leah Eustace, ACFRE@LeahEustaceGood Works

Kelly Lachance@KelDucKidney Foundation of Canada

Page 3: An integrated fundraising program success story

#FRDay14 KFOC + Good Works @KelDuc | @LeahEustace

What we’ll cover

• What is integrated marketing?

• Where KFOC was

• Where KFOC is now

• How did we get there?

• Where KFOC is headed

• Lessons learned

• Questions

Page 4: An integrated fundraising program success story

#FRDay14 KFOC + Good Works @KelDuc | @LeahEustace

What is integrated (or multichannel) fundraising?

The use of multiple channels to raise money

Page 5: An integrated fundraising program success story

#FRDay14 KFOC + Good Works @KelDuc | @LeahEustace

Why should we be embracing it?

Page 6: An integrated fundraising program success story

#FRDay14 KFOC + Good Works @KelDuc | @LeahEustace

Generational differences

Page 7: An integrated fundraising program success story

#FRDay14 KFOC + Good Works @KelDuc | @LeahEustace

Where was KFOC in 2011?

$0

$500,000

$1,000,000

$1,500,000

$2,000,000

$2,500,000

FY2006 FY2007 FY2008 FY2009 FY2010 FY2011

GROSS REVENUES

Page 8: An integrated fundraising program success story

#FRDay14 KFOC + Good Works @KelDuc | @LeahEustace

Where was KFOC in 2011?

FY2006 FY2007 FY2008 FY2009 FY2010 FY2011 FY2012

DONORS

Page 9: An integrated fundraising program success story

#FRDay14 KFOC + Good Works @KelDuc | @LeahEustace

Where KFOC was in 2011

• Monthly donors represented only 1.5% of the active donor file

• Donor renewal rate declining

• Number of gifts per donor low

• Direct mail needed review

• Cultivation and stewardship didn’t exist

• Separate databases for national office and regions

• Staff turnover

• Silos

Page 10: An integrated fundraising program success story

#FRDay14 KFOC + Good Works @KelDuc | @LeahEustace

Where KFOC is now

$0

$500,000

$1,000,000

$1,500,000

$2,000,000

$2,500,000

FY2006 FY2007 FY2008 FY2009 FY2010 FY2011 FY2012 FY2013

GROSS REVENUES

Page 11: An integrated fundraising program success story

#FRDay14 KFOC + Good Works @KelDuc | @LeahEustace

Where is KFOC now?

FY2006 FY2007 FY2008 FY2009 FY2010 FY2011 FY2012 FY2013

DONORS

Page 12: An integrated fundraising program success story

#FRDay14 KFOC + Good Works @KelDuc | @LeahEustace

Where to start?

Page 13: An integrated fundraising program success story

#FRDay14 KFOC + Good Works @KelDuc | @LeahEustace

Where to start

Page 14: An integrated fundraising program success story

#FRDay14 KFOC + Good Works @KelDuc | @LeahEustace

Tactics: Communication and Education

Page 15: An integrated fundraising program success story

#FRDay14 KFOC + Good Works @KelDuc | @LeahEustace

Tactics: Direct Mail

Then

• All signed by the same person

• Institutional and academic

• Little segmentation

• 4 house appeals

• 2 prospect appeals

• National separate from regional

Now

• Variety of signatories

• Stories

• Lots of segmentation/variables

• 6 house appeals

• 2 prospect appeals

• Regions sharing lapsed data

Page 16: An integrated fundraising program success story

#FRDay14 KFOC + Good Works @KelDuc | @LeahEustace

Tactics: The Phone

Page 17: An integrated fundraising program success story

#FRDay14 KFOC + Good Works @KelDuc | @LeahEustace

Tactics: Online

Page 18: An integrated fundraising program success story

#FRDay14 KFOC + Good Works @KelDuc | @LeahEustace

Tactics: Friends and Family

Page 19: An integrated fundraising program success story

#FRDay14 KFOC + Good Works @KelDuc | @LeahEustace

Tactics: Monthly Giving

Page 20: An integrated fundraising program success story

#FRDay14 KFOC + Good Works @KelDuc | @LeahEustace

Tactics: Prospecting

Page 21: An integrated fundraising program success story

#FRDay14 KFOC + Good Works @KelDuc | @LeahEustace

Tactics: Prospecting

0

1000

2000

3000

4000

5000

6000

7000

8000

2010 2011 2012 2013

New Donors

Page 22: An integrated fundraising program success story

#FRDay14 KFOC + Good Works @KelDuc | @LeahEustace

Segmentation

• Active, inactive, lapsed, long lapsed

• English, French

• High end

• Monthly

• Once-a-years

• RFM

• Source (online, region)

Page 23: An integrated fundraising program success story

#FRDay14 KFOC + Good Works @KelDuc | @LeahEustace

Storytelling

Page 24: An integrated fundraising program success story

#FRDay14 KFOC + Good Works @KelDuc | @LeahEustace

Multichannel integrated program

Page 25: An integrated fundraising program success story

#FRDay14 KFOC + Good Works @KelDuc | @LeahEustace

Cross-Promotion

Page 26: An integrated fundraising program success story

#FRDay14 KFOC + Good Works @KelDuc | @LeahEustace

Lessons Learned

Page 27: An integrated fundraising program success story

#FRDay14 KFOC + Good Works @KelDuc | @LeahEustace

What does the future hold?• Legacy marketing

• Matching gifts within direct marketing

• Further database integration

• More e-appeals

• Dedicated mid-level giving program

• Establishment of gift club program$1,500,000

$1,600,000

$1,700,000

$1,800,000

$1,900,000

$2,000,000

$2,100,000

FY2011 FY2012 FY2013

GROSS REVENUES

Page 28: An integrated fundraising program success story

#FRDay14 KFOC + Good Works @KelDuc | @LeahEustace

Questions?