globalgiving partner workshop - quito 2017

122
welcome

Upload: globalgiving

Post on 19-Mar-2017

31 views

Category:

Government & Nonprofit


0 download

TRANSCRIPT

Page 1: GlobalGiving Partner Workshop - Quito 2017

welcome

Page 2: GlobalGiving Partner Workshop - Quito 2017

AnnouncementsBlissful Experience 2 min

Weekly Update Nicola 15 min

Other Update Kevin 10 min

Presentation Courtney 20 min

Other Update Donna 10 min

Presentation Phil 20 min

Calling in? 202.330.4040 or bluejeans.com/2023304040

AgendaIntroductionsGlobalGiving: Updates & CalendarPlanning your 2017 GlobalGiving crowdfunding strategy + ActivitiesIntroduction to Green Crowds- Alejandro IbarraBreak Discussion: What is effectiveness?GlobalGiving Rewards + ActivitiesQuestions & Networking

Page 3: GlobalGiving Partner Workshop - Quito 2017

INTRODUCTIONS

Page 4: GlobalGiving Partner Workshop - Quito 2017

Emma Donnachie

GlobalGiving Field Traveller, Ecuador

Visiting our existing partners across Ecuador to provide them with support and conduct outreach

Page 5: GlobalGiving Partner Workshop - Quito 2017

A C T I V I T Y

1. What is your name?2. Who is your organisation?

3. Tell us a highlight from your organisation from 2016?4. What is your online fundraising goal for 2017?

Introductions

Page 6: GlobalGiving Partner Workshop - Quito 2017

GlobalGiving Updates +

Calendar

Page 7: GlobalGiving Partner Workshop - Quito 2017

2016 YEAR IN REVIEW

Page 8: GlobalGiving Partner Workshop - Quito 2017

$40MRaised in 2016 for

2369 orgs

Page 9: GlobalGiving Partner Workshop - Quito 2017

We moved to one-page check out!

Page 10: GlobalGiving Partner Workshop - Quito 2017

Total raised on Giving Tuesday in 2016

In GlobalGiving’s biggest day in history, 1477

projects benefitted from $500,000 in matching funds from the Gates

Foundation

$2.4M

Page 11: GlobalGiving Partner Workshop - Quito 2017

GlobalGiving is connecting our

nonprofits to more ideas + information

with our newly launched Learn Section

Learn Section

Page 12: GlobalGiving Partner Workshop - Quito 2017

THE YEAR AHEAD

Page 13: GlobalGiving Partner Workshop - Quito 2017

4Matching

Days

2Contests –

video + photo

5Days of

activities during Giving

Week

3Cause focused

days + campaigns

2Online

Academies

Page 14: GlobalGiving Partner Workshop - Quito 2017

Donations to Ecuador Earthquake Relief Projects are still 100% Matched until 30th April 2016, or until funds run out- $18,500 remaining!

Page 15: GlobalGiving Partner Workshop - Quito 2017

3rd-7th April 2017

Up to $50 matched at 50%

$50,000 matching funds available, and $5000 bonus prizes

Start planning your communications to donors that give less, but perhaps more often!

Little by Little matching day

Page 16: GlobalGiving Partner Workshop - Quito 2017

GG Rewards Bonus Day12th July 2017

$110,000 available in matching funds, plus bonus prizes

30% matching for Partners40% matching for Leaders 50% matching for Superstars

Start boosting your GG Rewards status to prepare!

Page 17: GlobalGiving Partner Workshop - Quito 2017

Giving Week 20172nd-6th October 2017

GlobalGiving is trying something new! For five days at the beginning of October we’ll be activating our community and their donors. This will also be the week of our Pro-Rated Bonus Day!

Stay tuned for more details

Page 18: GlobalGiving Partner Workshop - Quito 2017

Giving Tuesday28th November 2017

In 2016, we had the Gates Foundation support our Giving Tuesday matching day, leading to our biggest day in history!

Stay tuned for more details!

Start planning outreach to all your donors for this incentivised day of giving!

Page 19: GlobalGiving Partner Workshop - Quito 2017

Year-End CampaignBegins 28th November 2017 with Giving Tuesday!

We’ll be hosting our year-end fundraising campaign again this year! Here are some key features:• Bonus prizes for dollars

raised• Bonus prizes for donors

activated• Media + Social Sharing

package

Page 20: GlobalGiving Partner Workshop - Quito 2017

Theme Campaigns

2017

MarchGirl Fund

JuneWorld Refugee Day

AugustYouth Week

Page 21: GlobalGiving Partner Workshop - Quito 2017

A two-month, online course focused on

topics like developing an online fundraising

strategy and harnessing social

media for fundraising.

Applications due 3/16

Online Fundraising Academy

Page 22: GlobalGiving Partner Workshop - Quito 2017

Two-month, online course exploring different theories

of impact measurement and to learn about practical

tools that you can use to increase your

organization’s effectiveness

Social Impact

Academy

Page 23: GlobalGiving Partner Workshop - Quito 2017

Join our monthly Peer Learning Network

webinars to hear ideas, learn best practices, and gain new skills from other

nonprofit leaders

Peer Learning Networks

Page 24: GlobalGiving Partner Workshop - Quito 2017

Submissions are due Thursday, May 4. Up to three photos can be submitted for

a chance to win a $1,000 award and social media

promotion.

Voting for GlobalGiving’s Photo Contest begins on May

22.

Photo Contest

Page 25: GlobalGiving Partner Workshop - Quito 2017

Planning your 2017 GlobalGiving

fundraising strategy

Page 26: GlobalGiving Partner Workshop - Quito 2017

Set SMART goals and decide how

online fundraising + crowdfunding

best fits into your work.

StrategizePick a platform,

check out your and their calendar, and

get started.

PlanReach out to your

networks, cultivate your relationships, create content, and

develop stories.

Network + Create

Create a content calendar, send

emails, thank your donors, and act on all the hard work

you’ve done.

Share + Act

Page 27: GlobalGiving Partner Workshop - Quito 2017

A C T I V I T Y

1. In pairs, each person tell their mission in 30 secs2. Switch partners!

3. Now tell your original partner’s story to this new person

4. Repeat for one more round5. Volunteers tell the last mission they heard – discuss

as a group how it has changed!

Mission Telephone

Page 28: GlobalGiving Partner Workshop - Quito 2017

SMART is… Specific Measurable

Action-Oriented Realistic Time-Bound

Page 29: GlobalGiving Partner Workshop - Quito 2017

NOT SPECIFIC

• Raise $10,000• Have 100 donors• Increase “followers” to

35,000

SPECIFIC

• Raise more funds • Engage more donors• Have more “followers”

Page 30: GlobalGiving Partner Workshop - Quito 2017

NOT MEASURABLE

• Increase subscribers by 50%• Raise $50,000• Acquire 25 new recurring

donors

MEASURABLE

• Have more email subscribers

• Raise a part of our budget• Increase recurring donors

Page 31: GlobalGiving Partner Workshop - Quito 2017

NOT ACTION-ORIENTED

• 3% of newsletter subscribers open our email

• 35 Facebook followers share our fundraising campaign post

• Accrue an NPS score of 25 for donor satisfaction

ACTION-ORIENTED

• Increase newsletter readership

• Create a viral Facebook post• Make donors happy

Page 32: GlobalGiving Partner Workshop - Quito 2017

NOT REALISTIC

• Raise $10,000• 44% of our subscribers open

our emails• Get 25 new donors

REALISTIC

• Raise $10,000,000• Have 100% of our

subscribers open our emails• Get one new donor

Page 33: GlobalGiving Partner Workshop - Quito 2017

NOT TIME-BOUND

• Raise $15,000 by Dec 31• Get 25 new donors during

the Year-End Campaign• Acquire 600 new Facebook

fans by end of Q3

TIME-BOUND

• Raise $15,000 ASAP• Get 25 new donors• Get to 600 Facebook fans

Page 34: GlobalGiving Partner Workshop - Quito 2017

A C T I V I T Y

1. Draft 2-3 SMART online fundraising goals for 20172. Share with the group!

Develop SMART goals.

Page 35: GlobalGiving Partner Workshop - Quito 2017

Specific

Measurable

Action- Oriented

Realistic

Time-Bound

What do you want to achieve?

How will you know when you have achieved your goal?

What actions need to take place to achieve your goal?

Are you going to be able to achieve your goal?

What is the time limit to achieve your goal?

Page 36: GlobalGiving Partner Workshop - Quito 2017

A C T I V I T Y

1. Choose which campaigns you would like to be a part of this year. Which best suit your SMART goals and mission?

2. Plan how you are going to prepare for these campaigns. When do you need to do your outreach to mobilise your

donors? 3. What will be the SMART goals for these emails and reports?

Planning your 2017 GG campaigns

Page 37: GlobalGiving Partner Workshop - Quito 2017
Page 38: GlobalGiving Partner Workshop - Quito 2017
Page 39: GlobalGiving Partner Workshop - Quito 2017
Page 40: GlobalGiving Partner Workshop - Quito 2017
Page 41: GlobalGiving Partner Workshop - Quito 2017
Page 42: GlobalGiving Partner Workshop - Quito 2017

Network Mapping

Page 43: GlobalGiving Partner Workshop - Quito 2017

Who is giving to your organization? Note their patterns and why they give. Your best advocates and supporters are the

ones that already exist.

Who Supports You Now?

Page 44: GlobalGiving Partner Workshop - Quito 2017

Family Friends Colleagues

Neighbours Community Leaders Previous

Donors

Page 45: GlobalGiving Partner Workshop - Quito 2017

Do you have people you don’t know giving to your organization? Are there first-time donors? These individuals represent opportunities to grow your network, but first you

need to engage them!

Who Could Support You?

Page 46: GlobalGiving Partner Workshop - Quito 2017

Your network is bigger than you

think! • Board members• Diaspora• Local Business owners• Leaders in the industry• Religious Institutions• Community

Foundations• Alumni• Volunteers

Page 47: GlobalGiving Partner Workshop - Quito 2017

They build trust in your organization from their networks, bring in new supporters, and act as your

brand ambassadors. Fundraising Advocates are part of your fundraising team and help you to expand your

network and reach your goals!

Fundraising Advocates are individuals who become part of your fundraising

team

Page 48: GlobalGiving Partner Workshop - Quito 2017

Expand your network of donors by identifying these individuals that can serve as strong brand ambassadors for your organization and have large networks of

their own.

Page 49: GlobalGiving Partner Workshop - Quito 2017

1They have a

large network of friends, family, etc.

2They are

passionate and positive about your cause and

interested in your work.

3They know your story

and can act as brand

ambassadors.

4You are

comfortable asking

them to help.

5They have the time

and willingness

to work.

Page 50: GlobalGiving Partner Workshop - Quito 2017

1. Map your current + potential network of supporters2. Engage a few key supporters to become Fundraising

Advocates3. Give them the tools to succeed4. Show appreciation!

Steps to developing Fundraising Advocates

Page 51: GlobalGiving Partner Workshop - Quito 2017

Who supports you? Who do those

supporters know? Who else do you know? What groups could support your work?

Step One: Map your Network

Page 52: GlobalGiving Partner Workshop - Quito 2017

1. Cater your ask based on the individual2. Have a specific ask for the individual to get them engaged3. Let them know about how they will be supported4. Show impact!

Step Two: Engage + Ask

Page 53: GlobalGiving Partner Workshop - Quito 2017

Step Three: Give Them Tools

• Email templates• One-on-one check-

ins• Talking points• Individual goals• Sample social media

posts and outreach• Talking points +

calls to action!

Page 54: GlobalGiving Partner Workshop - Quito 2017

GlobalGiving also has tools to help give your

fundraising advocates more access.

Page 55: GlobalGiving Partner Workshop - Quito 2017

How GlobalGiving Fundraiser Pages

can help:

• Set + track goals• Tell their own story• Share their own

photo• Easily sharing tools• Visibility into their

network supporters

Page 56: GlobalGiving Partner Workshop - Quito 2017

Give them a new user role with

your organization!

• Can track their own donors’ gifts

• Help with admin tasks for your organization

• Write project reports• Send personal thank

you notes• Help increase

rewards

Page 57: GlobalGiving Partner Workshop - Quito 2017

Step Four: Make them feel appreciated–always thank and acknowledge

your fundraising advocates!

Page 58: GlobalGiving Partner Workshop - Quito 2017

A C T I V I T Y

1. Think about who is in your current network?2. Think about people that you would like to reach?3. Brainstorm ideas of how to reach your potential

network?4. Identify a couple of advocates?

Network Mapping

Page 59: GlobalGiving Partner Workshop - Quito 2017

You

Friends, Family, Stakeholders

Local Community

National Groups

International Groups

FA

FA

FA

Network Mapping & Fundraising Advocates

Page 60: GlobalGiving Partner Workshop - Quito 2017

A C T I V I T Y

Develop a calendar for your outreach to the advocates you just identified. How you will keep them engaged throughout the

campaign? You may ask yourself: 1. What tools + templates do you have currently?

2. What are some unique ways you can show appreciation?3. What are the goals you want to set in terms of advocates

that feed into your SMART goals?

Activating your Advocates

Page 61: GlobalGiving Partner Workshop - Quito 2017

Activating your Fundraising Advocates

Page 62: GlobalGiving Partner Workshop - Quito 2017

Create your content

Page 63: GlobalGiving Partner Workshop - Quito 2017

The Nonprofit Storyteller’sTriple Bottom Line

Page 64: GlobalGiving Partner Workshop - Quito 2017

How do our storiesempower the people

we intend to help?

Will you let them speak for themselves?

Page 65: GlobalGiving Partner Workshop - Quito 2017

How do our storiescreate a healthier

social sector?

Do they make people feel hopeful and

powerful?

Page 66: GlobalGiving Partner Workshop - Quito 2017

Do our storiesmove people to give?

Do they help us build long-term relationships

with supporters?

Page 67: GlobalGiving Partner Workshop - Quito 2017

Our images, words, and

stories have a lasting effect on the people we intend to help.

Stories are

powerful.

Page 68: GlobalGiving Partner Workshop - Quito 2017

Your emails, your social media, how you talk to a stranger, how to convey your work to a funder or board member. Your story shows and shares your organization’s

impact.

Stories can be used everywhere

Page 69: GlobalGiving Partner Workshop - Quito 2017

A C T I V I T Y

1. Break into groups of two.2. Have one partner tell a story about a constituent

impacted by your organisation. (2 min)

3. Share feedback on what you found most compelling about the story, and what could have strengthened the story. (2 min)

4. Switch roles.

What makes an effective story?

Page 70: GlobalGiving Partner Workshop - Quito 2017

Sharing your stories

Page 71: GlobalGiving Partner Workshop - Quito 2017

Project Reports Emails

Thank you notes

Social Media

Page 72: GlobalGiving Partner Workshop - Quito 2017

Writing Earth-Changing Emails

Page 73: GlobalGiving Partner Workshop - Quito 2017

What has GlobalGiving learned about sending

effective emails?

Page 74: GlobalGiving Partner Workshop - Quito 2017

LENGTH MATTERS

Page 75: GlobalGiving Partner Workshop - Quito 2017
Page 76: GlobalGiving Partner Workshop - Quito 2017

PICTURE > WORDS

Page 77: GlobalGiving Partner Workshop - Quito 2017

We are constantly learning too!

Page 78: GlobalGiving Partner Workshop - Quito 2017
Page 79: GlobalGiving Partner Workshop - Quito 2017

PERSONALIZE + SEGMENT

Page 80: GlobalGiving Partner Workshop - Quito 2017

Audience = Donors!

Make your donors feel a part of the team, and a

part of the work by including their name or a

personal note

Personalize!

Page 81: GlobalGiving Partner Workshop - Quito 2017

Ever donor is different, so treat them

differently! You can do this on geography, giving history, or

connection to your work.

Segmentation

Page 82: GlobalGiving Partner Workshop - Quito 2017

CALL-TO-ACTION

Page 83: GlobalGiving Partner Workshop - Quito 2017

Help donors what to do next by giving them a Call-to-Action

Page 84: GlobalGiving Partner Workshop - Quito 2017

TOP THINGS TO REMEMBER

Page 85: GlobalGiving Partner Workshop - Quito 2017

Keep it short Less text – Large Images It’s about

everyone else!

Clear Call-to-Action Personalize +

SegmentMobile-Friendly

Page 86: GlobalGiving Partner Workshop - Quito 2017

Building a Community on Facebook

Page 87: GlobalGiving Partner Workshop - Quito 2017

Facebook is an excellent tool for

engaging with your audience.

Page 88: GlobalGiving Partner Workshop - Quito 2017

Set a StrategyContent Creation Implementation

• Quality over quantity.

• A picture tells a thousand words.

• Don’t use Facebook strictly to ask for donations.

• What time is best for you to post?

• What is your call-to-action?

• How often should you post?

Page 89: GlobalGiving Partner Workshop - Quito 2017

WHAT TO POST

Page 90: GlobalGiving Partner Workshop - Quito 2017

1. Photos (engaging, thoughtful, curious)2. Videos (short + sweet)3. Third Party news about your cause4. Relevant events + milestones5. Facts, infographics, + quotes

Facebook Content: 5 Key Types

Page 91: GlobalGiving Partner Workshop - Quito 2017

HOW TO POST

Page 92: GlobalGiving Partner Workshop - Quito 2017

Implementation of Content

The timing The purpose The pace

• Post during off-peak hours.

• Draft and schedule in advance.

• Get “applause” from your audience.

• Keep your cause and organization in their mind.

• Engage.

• Once per day.• Variety of content.• More during

campaign times – but DO NOT spam your audience.

Page 93: GlobalGiving Partner Workshop - Quito 2017

Remember that Facebook —like most social outlets— is about relationship building. Don’t forget to engage with your

audience!

Page 94: GlobalGiving Partner Workshop - Quito 2017

15 Minute Break

Page 95: GlobalGiving Partner Workshop - Quito 2017

Effectiveness Brainstorm

• What does effectiveness mean to you?• Why does effectiveness matter to your

organization?• How does your organization measure effectiveness?

Page 96: GlobalGiving Partner Workshop - Quito 2017

GG Rewards

Page 97: GlobalGiving Partner Workshop - Quito 2017

THE BIG IDEA

Page 98: GlobalGiving Partner Workshop - Quito 2017

GG Rewards is a system that rewards and recognizes our nonprofits partners for activities around engagement with the platform and efforts to increase their

effectiveness.

Page 99: GlobalGiving Partner Workshop - Quito 2017
Page 100: GlobalGiving Partner Workshop - Quito 2017
Page 101: GlobalGiving Partner Workshop - Quito 2017

Partner Leader Superstar

Page 102: GlobalGiving Partner Workshop - Quito 2017

Superstar organizations get a boost in search rankings, are the most likely to be recommended, and have access to more tools +

benefits.

Page 103: GlobalGiving Partner Workshop - Quito 2017

SO HOW DOES THAT WORK?

Page 104: GlobalGiving Partner Workshop - Quito 2017

GG nonprofit partners earn points every

time they complete a GG Rewards activity. The more points, the higher your rewards

status!

Page 105: GlobalGiving Partner Workshop - Quito 2017

Based on the GG value, Listen, Act, Learn, and Repeat, nonprofit partners begin by completing an

activity (i.e., watching a webinar) and then reflect on their learnings in a

“LALR” cycle for points.

Effectiveness points are for learning

Page 106: GlobalGiving Partner Workshop - Quito 2017

Engagement points are for being active in our

community.Points are earned by

actively engaging with the GG platform. For example: reaching your

fundraising goals or thanking donors.

Page 107: GlobalGiving Partner Workshop - Quito 2017

HOW DO I GET MORE POINTS?

Page 108: GlobalGiving Partner Workshop - Quito 2017

Engagement points: Engage with the GlobalGiving community

Page 109: GlobalGiving Partner Workshop - Quito 2017

Thank you notes

Participate in Campaigns

Add another Project Leader

Stay active with project

reports

Donations Acquire Recurring Donors

Page 110: GlobalGiving Partner Workshop - Quito 2017

Effectiveness Points:Complete GG Rewards learning cycles

Page 111: GlobalGiving Partner Workshop - Quito 2017
Page 112: GlobalGiving Partner Workshop - Quito 2017

Collect feedback about your work, or acquire new information that could improve your

work.

Listen

Page 113: GlobalGiving Partner Workshop - Quito 2017

Based on what you read, watched,

listened to, or were told take an action to

try and improve!

Act

Page 114: GlobalGiving Partner Workshop - Quito 2017

After you’ve tried this new action, evaluate the results and decide to try something new again, or

keep doing this new thing!

Learn

Page 115: GlobalGiving Partner Workshop - Quito 2017

There are lots of learning cycles you can complete in your account!

• Watch a GlobalGiving webinar

• Use the “charting impact” tool

• Do a SWOT analysis• Use GlobalGiving’s

storytelling tool

• Explore and use tools in the DIY toolkit

• Explore and use the tools in the Feedback toolkit

• Create your own cycle: tell us how you listened, acted, and learned to improve your programs!

Page 116: GlobalGiving Partner Workshop - Quito 2017

Increasing your GG Rewards status is the best way to gain visibility + earn more GG-

Driven Funds.

Page 117: GlobalGiving Partner Workshop - Quito 2017

A C T I V I T Y

Take a look at your GG Rewards Dashboard 1. Where are most of your points coming from?

2. Are there any quick wins to boost your points, and maybe your GG Rewards status?

What are 3 ways your organization can gain points towards becoming or

remaining a Superstar?

Page 118: GlobalGiving Partner Workshop - Quito 2017

A C T I V I T Y

Listen: What new information did you gain during today’s workshop?

Act: How did you act on the feedback or information that you received?

Learn: What will you do going forward as a result of the new information or feedback that you received?

Complete A “Create-Your-Own-Cycle”

Page 119: GlobalGiving Partner Workshop - Quito 2017

Step 1: Listen

Step 2: Act

Step 3: Learn

What is a need, challenge, or obstacle that your organisation has faced? How did your organisation identify it?

What actions did your organisation take to address this issue?

What did you learn from your experiment? What will you do next based on these results? 

Create-Your-Own Cycle

Page 120: GlobalGiving Partner Workshop - Quito 2017

Questions?

Page 121: GlobalGiving Partner Workshop - Quito 2017

thank you

Page 122: GlobalGiving Partner Workshop - Quito 2017

GlobalGiving.org | 877.605.2314 | [email protected]