Social Technology and Planned Giving

Opportunity to Connect

Social Network Use by Adults

Use

74%

Do Not Use26%

18-29 30-49 50-64 65+0

102030405060708090

100

% on Social Networks

Where is Everyone?

Facebook Twitter Linkedin Instagram Pinterest0

10

20

30

40

50

60

70

80

90

100

Where Should You Focus Effort?

Personality of Social Networks

Who You Know

• Facebook

Who You Want to Know

• Twitter• LinkedIn

Stunning Visuals

• Instagram• Pinterest

Connecting on Twitter

Definitions

Display name

Username or Twitter Handle

Not Unique, can be anything you

want

Unique, identifies your

specific account

Term Definition

Tweet Update on Twitter that is 140 characters or less

Follow Subscribe to someone’s 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 else’s tweet to your followers

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.

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

Timeline

Trending

Compose

Tabs SearchSettings

Menu

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

You can upload a photo or include a location in your tweet.

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.

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.

To follow someone, click on their name or profile image. A box will pop up. Click the follow button to follow them!

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 you’ve tried• Thoughts on a restaurant• Quotes that inspire• Responses to other people’s tweets

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

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

Give Compliments

Connecting on LinkedIn

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

Finding Prospects on LinkedIn

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.

Similarly, if you’re search in LinkedIn, results will show name, headline, location and industry.

Getting Started on LinkedIn

To edit your profile, when logged in hover your mouse over the headline, then click then pencil icon that pops up.

The most important element on the page is your headline. Because it shows up in search results without having to click into your profile, it’s what will help people identify you.

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 don’t 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.

Click on the camera icon to change your profile photo. You don’t have to have a professional headshot, but this is a professional network. Choose a straightforward photo—no 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.

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.

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.

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.

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.

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 you’re trying to connect with.

When listing positions, try to connect with your employers LinkedIn Page! This makes you easier to find.

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.

Connecting, Posting & Following

Appropriate for LI: interesting professional articles, industry events or conferences you’re 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 there’s value to just having a profile. If you don’t have anything to update, don’t update.

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

Groups are a good place to find conversations to join. They’re also a very common place to find common ground with someone you’re trying to connect with.

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.

Text to GiveMobileCause

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

Opportunity for a Multi-Touch Campaign

Phone Call

Text Message

Alerts

Email Contact

Social Media

Contact

Remarketing

Email Audience

Social Media Ad Action

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