Planned Giving: Social Technology and Planned Giving

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Post on 10-Aug-2015



Economy & Finance

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  1. 1. Social Technology and Planned Giving
  2. 2. Opportunity to Connect
  3. 3. Social Network Use by Adults Use 74% Do Not Use 26% 0 10 20 30 40 50 60 70 80 90 100 18-29 30-49 50-64 65+ % on Social Networks
  4. 4. Where is Everyone? 0 10 20 30 40 50 60 70 80 90 100 Facebook Twitter Linkedin Instagram Pinterest
  5. 5. Where Should You Focus Effort?
  6. 6. Personality of Social Networks Who You Know Facebook Who You Want to Know Twitter LinkedIn Stunning Visuals Instagram Pinterest
  7. 7. Connecting on Twitter
  8. 8. Definitions Display name Username or Twitter Handle Not Unique, can be anything you want Unique, identifies your specific account
  9. 9. Term Definition Tweet Update on Twitter that is 140 characters or less Follow Subscribe to someones tweets so their updates show in your timeline. Mention When a user wants to tag you in a tweet they use @ and your user name anywhere in the tweet. All their followers will see the tweet and your user name. Reply When a user wants to reply directly to you, they use @ and your user name at the beginning of the tweet. Only people who follow both of you will see the tweet. Direct Message (DM) Private message to another Twitter user. You can only DM people who follow you. Trending Most popular hashtags and keywords of the moment Hashtag (#) Word or phrase used to give context or group your tweet. Retweet (RT) Reposting someone elses tweet to your followers
  10. 10. Hashtags What are they? Grouping #BringBackOurGirls #SMEM #LAQuake #ThrowbackThursday Chats #commbuild #blogchat #SMEMChat #OUAT Context #ThatsTheJoke #wow #idek Word or phrase used to give context or group your tweet.
  11. 11. More on Hashtags This is a #hashtag It goes from the # to the next space. Hashtags are most often used at the end of the tweet #Twitter101 #Twitter101 = #twitter101 but not #Twitter 101
  12. 12. Timeline Trending Compose Tabs Search Settings Menu
  13. 13. Anatomy of a Timeline Tweet Send a public reply to the author of this Tweet Send this Tweet to your Followers Say that you like this Tweet Display Name @TwitterHandle
  14. 14. You can upload a photo or include a location in your tweet.
  15. 15. Type #Twitter101 into the search box OR click on the hashtag in a tweet Top Tweets shows only the most popular Tweets from a hashtag. Click All to see all the tweets.
  16. 16. Under the Notifications tab, you can see where people can interacted with you on Twitter. This includes when people have retweeted, favorited or replied to you.
  17. 17. To follow someone, click on their name or profile image. A box will pop up. Click the follow button to follow them!
  18. 18. Daily Tweets Articles that you like (tag the author!) Thoughts on something you heard on the radio (tag their account!) Interesting things you are learning New recipe that youve tried Thoughts on a restaurant Quotes that inspire Responses to other peoples tweets
  19. 19. Who To Follow People who Tweet about your interests Others in planned giving Major planned giving publications to keep up to date on information Local news stations Your favorite sports team
  20. 20. Get Involved Tweet regularly Get involved in conversations Ask questions to specific people Follow others Use hashtags Join in popular conversation Find Twitter chats to take part in
  21. 21. Give Compliments
  22. 22. Connecting on LinkedIn
  23. 23. Why is LinkedIn Important? Highly optimized for personal online search results Donors & prospects are most likely to look there first for info on who they are meeting with Good way to find common ground with someone you are meeting with or trying to connect with
  24. 24. Finding Prospects on LinkedIn
  25. 25. LinkedIn is among the highly search optimized sites online, so it will come up very high when someone Googles you. Search results will show name, location & headline.
  26. 26. Similarly, if youre search in LinkedIn, results will show name, headline, location and industry.
  27. 27. Getting Started on LinkedIn
  28. 28. To edit your profile, when logged in hover your mouse over the headline, then click then pencil icon that pops up.
  29. 29. The most important element on the page is your headline. Because it shows up in search results without having to click into your profile, its what will help people identify you.
  30. 30. When creating your profile, always display full name. Use a descriptive headline. (Using your current title is ok too, as long as it is clear what you do.) PS: When you create your profile, use your personal email address. Your profile should carry over from job to job & you dont want to get locked out of your account if your email changes because you changed positions. You should then add your work email as a secondary email.
  31. 31. Click on the camera icon to change your profile photo. You dont have to have a professional headshot, but this is a professional network. Choose a straightforward photono group shots, avatars or shots including pets or babies, please. PS: You should ALWAYS upload a photo. People looking to connect want to put a face to the name.
  32. 32. Custom URL helps your personal SEO (Search Engine Optimization) & makes it easier for people to find you on LI. Use your real name! Do not use a username or online handle.
  33. 33. The Contact card shows other ways to contact you or find you online. It is completely customizable so you can show as much or as little detail as you want to whoever you want.
  34. 34. Your Summary should be a brief explanation of your professional experience & interests. Use keywords to make this SEO- friendly. TIP: List your specialties as bullet points to make your summary easily scannable.
  35. 35. Use up/down arrows to move sections around to arrange your profile the way you want it to look. As with all webpages, your most important information should be toward the top. I recommend listing Summary before Experience.
  36. 36. You can list as much of your experience as you want. Some people use it as an expanded resume. The benefit to listing more is you never know what you might have in common with someone youre trying to connect with. When listing positions, try to connect with your employers LinkedIn Page! This makes you easier to find.
  37. 37. Other Sections Projects Skills & Endorsements Education Volunteer Experience Languages Personal Details Interests Any additional information you provide makes your profile more searchable and may provide a point of connection with someone you want to talk to.
  38. 38. Connecting, Posting & Following
  39. 39. Appropriate for LI: interesting professional articles, industry events or conferences youre looking forward to, updates from ARC DFW. NOT appropriate for LI: weekend party shenanigans, complaints about work, baby & pet photos. PS: This is a network where theres value to just having a profile. If you dont have anything to update, dont update.
  40. 40. Like Twitter & Facebook, you can include hashtags (#), which help give context to your update & will group it with others containing the same hashtag. e.g. #fundraising
  41. 41. Groups are a good place to find conversations to join. Theyre also a very common place to find common ground with someone youre trying to connect with.
  42. 42. Once you join, start by listening to the discussions going on in these groups, then join in if you have something to say. Always be transparent about who you are & who you work for.
  43. 43. Text to Give MobileCause
  44. 44. TEXT A GIFT OF ANY AMOUNT! 1. Send a Text to 41444 2. Text the following: ARC space Gift Amount space Your Name (i.e. ARC 100 Craig) 3. Hit Send ARC 100 Chuck Henry
  45. 45. Opportunity for a Multi-Touch Campaign
  46. 46. Phone Call Text Message Alerts Email Contact Social Media Contact
  47. 47. Remarketing Email Audience Social Media Ad Action
  48. 48. SLIDESHARE.NET/ERICACHASE Find the slides online at: