6 Fundraising Tools to Help Your NonProfit Thrive During the COVID-19 Pandemic

My name is David Kinnaman. I work with DonorPerfect and ReadySet auction. I am an account manager. Some of you may recognize me. So the name of today’s presentation is six fundraising tools to help your nonprofits thrive during this COVID 19 pandemic. I Read More

My name is David Kinnaman. I work with DonorPerfect and ReadySet auction. I am an account manager. Some of you may recognize me. So the name of today’s presentation is six fundraising tools to help your nonprofits thrive during this COVID 19 pandemic. I do want to make sure everyone can hear me if you can just throw a quick yes in the Questions tab on the control panel, just to ensure Okay, perfect, that’s enough. I already got a bunch of yeses. So we’re all good. Today’s presentation will be recorded and sent to all of you once completed. So let’s get started. So although much of the world has been placed on pause due to COVID-19, your missions still continue. With this webinar, we hope to provide strategies and feature sets that can help you continue to raise funds and engage donors, even during social distancing. Today, you’ll hear from some of DonorPerfects most trusted partners, as we help you stalk your fundraising toolkit, so you can succeed immediately. And moving forward. The session will be recorded as mentioned, as we will have a short q&a period at the end of this presentation should time allow just due to the number of people attending we won’t really be able to stop midway through to answer questions. But I do urge you to type them in the chat area or the questions area on the control panel as they come to you. So we can follow up at the end or after the presentation directly to help. Also, if you have any interest in any of these options shown to you today, please feel free to type them in the chat so we can provide you with the additional info you may need. Without further ado, let’s get started. Our first presenter is Matthew from constant contact. I’m going to give Matthew control. And I’m going to take him off of mute. So Matthew, take it away.

Great. Well, thank you for having me. And thank you everybody for coming today. My name is Matthew Montoya. I’m not going to give you huge biography I have a lot to share with you today. I work for Constant Contact, and I’ve done so for 10 years. But I want to get fully underway because our time is precious today and I appreciate your time. So just a little overview Constant Contact is a leader in online marketing with a mission to provide people with a smarter way to market an idea or cause online. Our platform has all the right tools all in one place paired with award winning marketing advisors who knew marketing across industries inside and out and provide practical advice at every step of the way, we offer the right approach to online marketing to achieve the results you want. Now today, I’ll be talking about two Constant Contact tools, our email marketing tool, and our social media scheduling and monitoring tool. Both are easy to use. And I’m quite frankly, assuming many of you on the call may already use us thanks to our partnership with DonorPerfect. Our email marketing tool makes it easy for you to share critical information and do fundraising asks while also showing you who was most interested in what you said, our social media tool allows you to schedule posts, tweets, respond to comments and do deep analytical research on your followers. It supports Facebook, Instagram, Twitter, and as of this week, LinkedIn all in one spot. Now, I’m not going to do any kind of demo today, thanks to time, but I will share and I think it’s best idea to share some communication, best practices and ideas that can help your organization weather the storm. First, don’t feel because there’s a crisis that that means you shouldn’t be communicating with your stakeholders during this time, why your own health and the health of your family should always be your first priority. Communicating with staff, volunteers are supporters of your nonprofit should be one of the first steps you take for your organization during this crisis. This is likely something you’re already doing. When you’re constantly having to make changes to adapt to an ever changing situation. It’s imperative that you let your stakeholders know what you’re doing and when. And of course, fundraising is something you’re going to have to continue to do as well. Likely now more than ever, given what many of you do to help people. But let’s take a moment to step back and think about where we are right now. Things have changed. And it’s very hard. And that’s an understatement. But if you can approach the situation as if this was always your nonprofit model, how would you communicate what you do today with this new model? How can you reposition what you did to what you can do now in this situation? How do you communicate that out? Well, I’m going to share some ideas. But before I do I want to call attention to this tip. If you’re a constant contact user. There are precompose Coronavirus response and Coronavirus update templates ready for you. Within the template picker. We also have a COVID-19 tab full of ideas to help you through this crisis from a marketing perspective. So let’s break out some things that are important to consider to share via email right now some of you may already be doing this others may still need to take some of these actions. First, inform your audience of hours or service changes that you may have due to changes in staffing or physical location closures. Clarify if their supply chain is Use that limit what you can do for your community. stress how much a donation right now might help your community or your influence. But obviously, be careful, you don’t want to appear to be taking advantage of the traveling time, stress how a donation can impact people in a real way during this time in your community. Share topics that are in line with your mission, especially if your mission requires in person interaction. Stay engaged by sharing your social media profiles through email and letting stakeholders know that they can find you there as well. And consider how you can tie in what you do to help your community. Of course, for many nonprofits, this becomes a very natural thing to do, as I’m assuming many of you team up with SR nonprofits already, but also consider teaming up with a for profit that makes sense for you to do so. Obviously, retail and restaurants are in a very tough spot right now. So is there a way perhaps you could get a discount out to members by teaming up with a restaurant to help drive online orders or teamed up with a retail outlet to build something like a gift basket that then they can share a portion of the sales as a donation. This is a benefit as it helps your community shows you you’re helping your community and importantly magnifies your combined marketing efforts. Do you know if you’re not closely monitoring your email inbox, make sure to tell your stakeholders how to get in contact with you if they need further information or help.

Now here are four things.

Here are four things to consider when creating your communication strategy. And this is actually true moving now and into the future. First targeting your audience who are you trying to reach identifying your target audience for each communication is the first step in creating your message and choosing the right channel. Your organization likely has more than one target audience so take time to identify them and tailor your communications. Some examples of target audiences. Current donors left donors members, event ticket buyers and volunteers go to perfect is a great tool to help you identify these targets, relevant marketing, relevant messaging. Now that you have your target audience identified, the next step is creating relevant messaging that will be useful to that particular group. Your message is directly tied to the outcome you’d like to achieve. Are you asking for a donation for more volunteers, perhaps a digital event registration. Even if your outcome for your communication is the same across groups, the messaging will need to be slightly different to create a strong case for support of each audience. Effective channels. deploying your message on the right mix of channels will give you maximum reach. Your target audience will likely see your message on more than one channel, email, social media and your website for example, before they take action, make sure your message is consistent on each channel so that it’s reinforced and amplified with each of you. However, this doesn’t mean posting the exact same message on each channel. Each channel has a distinct voice and feel so do your best imagine a call to action. Each communication you put. Each communication you put out should have a clear outcome and call to action or CTA to encourage engagement. Your CTAs don’t always have to be revenue based such as a donation or digital event ticket sale. But they could also be a volunteer signup or blog post for you. Identify your desired outcome and tailor your messaging and CTA to achieve it. Now if you’re currently doing email marketing, or you’re considering it, it’s a good time to remember some fundamentals to be successful. Remember that over 50% of a list on average opens an email on a smartphone. So keep your email marketing communication as short and tight as possible. Use buttons in an email marketing in an email. Instead of hyperlinks as they are a clear call to action and easier to click on on a smartphone with a finger. Make sure to link any image you use in your email to a person in place on the internet. Images get a very high click through rate. Don’t rely only on image though, if you make most of your email or all of your email and image and the image gets blocked, you may not be getting your message out. If you’re a constant contact user, you’ll want to make sure you use our recent anon openers feature which can increase open rates up to 40%. Now let’s share some social media tips. As I said Constant Contact also offers an included and robust social media marketing and management suite. First tip, try not to bombard your social followers with constant posts or updates. stay top of mind but don’t overdo it for many about three weeks. That’s a good average. Instead, don’t only use your social accounts for donation requests or other asking sure there’s obviously a place for those, but also consider items like behind the scenes look at how your organization is adapting and share local information to keep your community informed. Use your social accounts to remind people to sign up for your email list for the most up to date information about your organization. Inversely, make sure your social accounts are linked in your emails so stakeholders know how to get in touch with you in a pinch. Use the pin my feet options on Facebook and Twitter. So stakeholders visiting your profile can quickly see your most important posts. And this is a good time to review any community Patient that you’ve already scheduled. In order to determine their appropriateness and relevance based on today’s current state of affairs, make sure to unscheduled things that could come off as offensive or distasteful at this time. If you have a brick and mortar location, it’s likely closed and some of you may have physical foot traffic walk by or see other signs you have, make sure to update them about your closure for sure, but also encouraged through signage that they visit your social and website as well. If you use Constant Contact, you may want to use our texting join feature to engage membership and donation efforts. And or to share how someone can work with you and help your community you can create a code and share the code along with a text phone number, that constant contact issues you, you can share that code and that number on anything physical, including brick and mortar signage. That way, anyone who passes by can join your mailing list via text. It’s all automated, and neither you nor your staff have to take any action other than setting it up. Now, if you’re needing to get these kinds of messages out, we’ve teamed up with DonorPerfect to help you we’re offering you 30% off for three months on both our email and email Plus package. The features I talked to you about today are all in our base email package. If you’re also looking for automation, that’s where Email Plus comes in. Just make sure to use the link CTC t 30. And go to that Bitly address Bitly slash DP underscore offer. And with that, thank you everybody.

Thanks, Matthew, I appreciate that. I’m gonna take back control now. Everyone, just for anybody who logged in after this, I will be sending the slides and you will get a full recording of the presentation. So if you missed the first few minutes, don’t worry, you’ll be able to check that out in the next day or so. Now, this next speaker really needs no introduction. Because he’s already been introduced. That’s me. So I’ll take it from here. So well, many events have been canceled or postponed due to COVID-19. That doesn’t mean you can’t hold a virtual or online event. I’m going to talk about Ready Set auction. I do work with DonorPerfect, as well as Ready Set auction, and they integrate together. Now many organizations that had planned a live events, including an auction have pivoted using our software to host a completely online version of their auction. This is a way to keep your constituents engaged, especially during a period of time or night that they may have already had committed to your organization. Or if you didn’t have an event scheduled, but are looking for a unique and fond way to continue fundraising ReadySet option is the perfect solution. Ready Set auction is a cloud based auction software solution which can easily accommodate online or virtual auctions. This enables you to stay connected with your constituents and offer unique and fun, great and fun fundraising options, which is paramount during this time for up to a year prior to your event. Ready Set auction hosts an auction website for your organization which you can personalize with your own images, welcome messages, clickable sponsor, logos, color scheme and more. bidders can use their own smartphones, tablets or computers. To browse your auction catalog, place bids, purchase prefix items, contribute items, buy raffle tickets, and even perform some self checkout once they’re done. With features like automatic bid escalation using our bid bot, auto and text email outbid notifications, you can keep your donors engaged throughout the virtual auction event ensuring you receive top dollar for your packages. And best of all, this can all be done from the safety of their own own homes. Now Ready Set auction utilizes the same safe safe payments account you may already have set up through DonorPerfect and or other partners. This means there’s no additional payment processing accounts needed to allow your bidders to check out easily on their own, or by way of your staff. The money you collect is deposited directly into your bank account. If you’re not set up with a safe save account yet, your DonorPerfect account manager can help facilitate that easily when ready. There’s no setup cost or monthly fee, and the activation is quick and easy. Now once your event is over, Ready Set auction includes the features your organization needs in order to capitalize on that success. Powerful reporting ensures you know who won items who bought what and for how much. You can automatically create and print or email betters their receipts or invoices for tax purposes. Also, with direct integration with your DonorPerfect system, you can capture all of the important information in one spot so you can report and filter on it to one Database along with all other fundraising data, then when it’s time to get started on your next event, all pertinent data, like your bidders and donors automatically rolls forward. And with just a few clicks, the next committee can generate personalized emails, and letters to the previous events, participants and donors. Now, I’m going to keep my presentation a little shorter. So I’m already at the offer here. If you are a DonorPerfect client, you may already have Ready Set auction included in your account. If not, we have special pricing where you can get up to $500 off the complete level, which allows for online auctions if you purchase before June 30. Or if a different pricing plan is more cost effective based on your current DonorPerfect plan. Your Account Manager will explore that with you. So please do follow up with DonorPerfect or indicate interest in the comments. So we can follow up with you accordingly. Now, if you’ve decided to host an online auction, or are thinking about it, our next presenter has a great service that can assist if you’re looking for a few standout items to auction off at your event when spire is a great place to start. And I’m going to make sure I give control over to Jason. Thank you. Can you hear me?

Yes, you’re all good.

Perfect.

My name is Jason champion. I’m the director of product and brand event at WINS buyer. We are the largest provider of bucket list travel experiences to nonprofits to assist in their fundraising. And as you can see on the screen here, you’ll see a couple of examples of really popular packages right now. The second highest grossing item in a silent auction in a live auction as well is traveled. Currently we work with ReadySet auctions and you’ll be able to go in and see the feature through the procurement program. And you can actually push the button and learn more and load it right into your your auctions. Very simple, very easy to travel with us. Our items are completely risk free. We also provide all the materials for your for your event for as collateral foam core boards, anything along that lines, we’ve got that for you and can create a customer as well. And it’s just a seamless addition to your online auctions. As we are moving through this COVID situation we are starting a campaign in the coming weeks called support now and travel later. We want to reassure you that wins buyers open for business and well positioned to navigate through these challenging times. We are well staffed and ready to support you and your donors. When fire travel redemption window. Anyone that has had a trip purchased a trip in the process of purchasing a trip or is in the process of booking a trip, we are allowing all the way through the end of December 31 2021 To book your trip. We are also coming out with a ton of virtual experiences that will be ready to go by the end of this week that you will see videos from Ultimate Broadway players, local domestic travel, along with some celebrity one on one appearances. So please think of us when you move forward in your travel along with support now and travel later.

Thank you so much. All right. Thanks, Jason. All right. Up next is Mike Moquin. And I’m going to give you control right now let’s see if I do that correctly. And he’s going to talk about TP text. All right, take it away. Thank you, David.

Hey, everybody. My name is Mike Mulqueen. And let me get to that next slide there is a little bit of a delay. Sorry about that. Yes, this is sort of how I look like right now, like this. But imagine this with a longer, more unruly hair. The name of my company is Gibby. But you can just think of us as DonorPerfect text to give a platform called DP txt. I’m here to give you some specific ideas on how to utilize DP text during these challenging times. So you can still meet your fundraising goals despite the more the moratorium on Live Events these days. So breaking it down, there are two main areas I want to cover today text to give and what we call text to connect. Now when it comes to fundraising, I’m sure you’re all familiar with text to give. And what’s great about texting is that it works not only for live events, but for virtual events too, of course, and it’s even a great fit for many of the new creative things people are connecting through these days. How many of us even knew what zoom was three months ago? Well text to give is a great fit for virtual get togethers like that. And how many of us ever imagined going to church in a parking lot without ever getting out of the car. So text to give is another great fit for those kinds of social social distance, events. Text to give works, because every one of us carries our phones everywhere we go and texting a keyword. It’s fast. It’s easy, and it’s familiar. Now before I get into more specific tips on how to use text to give for a virtual event, I want to briefly touch on the topic of text to connect, unlike text to give, which is mostly an inbound thing, where supporters send a keyword to a number to make a donation. Text to connect is generally an outbound thing. That is, with permission, you’re sending text messages, to keep in contact with the people who care about your cause. It’s about reaching out to people in a simple way with information that matters to them. And in doing so helping them stay more connected to your organization. Now, during COVID-19, there may be no more important thing that any of us can do than to stay connected. Texting makes it easier for you to connect with your supporters, your partners, the people you serve in the community, your volunteers, internal teams, everyone. here just a few examples of the things you might want to consider when it comes to connecting through text. Send COVID-19 updates. You know, tell people what’s happening. Let them know how you can help them or how they can help you. Sharing stories, show people what your organization is up to, during co COVID-19. Shoot a simple video on your mobile phone to share and then blasted out to everyone on your list. Distance learning. If you’re offering virtual classes or trainings, have students sign up for text reminders. So you can send them links to the materials or the videos, or send them reminders about those classes, and remote remote work as well. Text your staff, your volunteers. Think about texting your board of directors with key updates. You can even set up surveys and interactive polling, those kinds of things can be very effective through texting. So there are many other use cases I could cover today for text to connect. But the number one question we’re seeing today is, what is your advice for moving our event to a virtual event. So I’m going to spend the rest of my time covering tips for texting for virtual events. And I’ve got it divided into three slides here before your event during your event and after your bet. When it comes to the before your event category, the first thing to do is work on ways to get your supporters opted into your text service. There are several ways you can do that. You can promote your keyword through email, and even print mail, asking supporters to opt in so you can text them information reminders about the fundraiser. If you’re using a registration page for your virtual event, build the text opt in question directly into that form under the field for the mobile number. Up text also provides a tool called the opt in widget. It’s basically a simple web form that allows people to enter their name and number to join the texting system. Now you can embed that widget into your your homepage, the landing page for the event. You can even post it on your social sites to get people to join your text service that way. And lastly, if you if you have creative content or something fun to share, make it available to people through your keyword in basically incentivize text opt in with some kind of special giveaway or something fun. Now, if you’re already if you already have a text list of opt ins, if you’ve built that already, that’s great. You should be texting those folks with personal invitations to your event. So include the link to the event, landing page and ask them to register. And as your fundraiser gets closer, send a few texts encouraging supporters to invite their friends to you can also send a text reminder before the event the day before the event or your days out of the event. And then you can send a Join Now link right before the fundraiser is about to start to remind people to tune in. Now during a live event is when text to give really shines. David, are you able to show that

that other link I sent might open this thermometer

Yeah, I don’t see the link on my screen. Thank you. So if you’re using a live if you’re if you’re you’re going with a live video stream for your event, be sure to show the keyword and the number, the texting number on screen during your presentation. And another way to do that is to incorporate it into the DP giving meter. So this is a tool offered by DonorPerfect that works with text to give and it would allow you to show your key Word and your number and prompt people to donate. So, so this meter gives a real time picture of who’s giving, and how close you are obviously how close you are to reaching your goal. You get to customize the meter yourself and choose which donor details to show. First Name, Last Name, giving them out that kind of thing. So paste the meters web address into your web, your video stream your live stream into the chat window, so people can launch it from their own side in their own browsers. And they can click the button that takes them straight to your donation form the button in the upper right corner there, you can share the giving meter on social media to using the same link. If you have a matching gift challenge, make sure you update the meter when the challenge is met, and then watch the video screen for everyone’s reactions. And if you can record that, you might be able to use that somewhere else. Now, let’s go to the next page, please. Thanks, David. So keep the meter link alive on your site for a while. Next one, please. Yeah, after your vet, keep the meter link alive on your site for a little while, it’s not uncommon to capture more donations after the fundraiser. As long as that meter is still being displayed and asked for follow up texts, we recommend sending a thank you text right away the same day. Then follow up with another one the next week with maybe a live link to the to the final meter so people can see the grand tally. After a month or so send a text message that keeps the connection going with a link to your site, and the latest stories and content. Finally, your supporters are expecting to get the occasional text message from you. You don’t want to overdo it. But you don’t need to be shy either. Two or three messages a month is just fine, especially during these times. Next slide, please. So that’s about it for me, we do have a special offer of 10% off any plan for DP text. If you’d like to take advantage of that. Or if you’d like to schedule a demo, where we can talk about your event or specific use cases for texting. Please reach out to us your DonorPerfect rep and we can get that set up.

Thank you very much. Thanks, Mike. Appreciate it. All right, so next up, we have Josh Bloomfield from gift clouds. And Josh, you’re ready to go. Hey,

my name is Josh Bluefields. I am the CEO and founder here at gift cloud and I’m in isolation with my my wife and my two daughters. And I’ve got some nail polish to prove it. So got a habit of showing off my hand while I do demos just wanted to clarify what that was before we we dive in. It means a lot to me DonorPerfect that you give him giving me an opportunity to chat with all these organizations. There’s over 300 of you on this call. And listen, I know you’re struggling. And and we’re all a little bit uncertain about what’s what’s going on. But let me introduce give cloud we’ve been a partner with DonorPerfect since 2012. And really our mission is to help you focus on your mission. And worry less about dated and expensive software. We want to help organizations like yours make the most of platforms like DonorPerfect that that have all the muscle that you need to grow your fundraising, but also be able to create beautiful and user experiences for your donors, beautiful websites. You know, kiosks text to give mobile experiences allow you to realize the dream of most nonprofits, which is the single platform that manages the engagement of your donors, and allows you to put your best foot forward especially in a season where where people are scaling back. So let’s dive in. This is one of the things I’ve heard from nonprofits is in a season where everything’s being scaled back. They’re taking this time to reinvent themselves. They’re maybe scaled back and staff, maybe they’re scaled back and resources and it’s an opportunity to say hey, listen, maybe we can reinvent how we operate. Maybe we can reinvent how we engage. Maybe we can take a leap forward and start to consider how we how we do business as an as an organization. And, you know, there’s three ways that we give cloud one to help you reinvent yourselves in the season one to help you modernize. We want to help you streamline what you do, and we want to help you look at reducing your costs. So it This, this situation is really forcing society to modernize. And it’s forcing your donors to become more tech savvy. And I’m sure some of you are going, Josh, not my donors, they’re there. They’re not going anywhere, trust me. And sure enough, there’s always going to be a certain number of those who don’t, who don’t adopt that technology. But really, what we’re seeing is people are realizing they can order toilet paper online, and their credit card isn’t being stolen, they’re being forced. And we’re kind of being thrust forward with technology. And your organization needs to be able to engage with people the very same way, they’re now able to engage with their groceries with their banking, and with their friends, online, using the very same devices they use every day, their phone, their their laptop, you need to be present there. And that’s what give cloud empowers you to do to create pages to create full websites, to create beautiful online forums to leverage peer to peer mobile giving a donor portal. And, you know, I know it’s easy to say a lot of this. So I just I threw a quick video together here just to kind of walk us through some of the so I know most of you have a website right now you’re probably running WordPress or SquareSpace. And and this is the, you know, the key tool that you’re using to engage your donors online and give cloud what you just saw was a page that someone had built inside gift card, a website use a built in gift cloud, here’s how easy is to edit content on that website powered with good cloud to add a section, you know, we’re not hiring a coder here, we’re not, you know, going through a clunky process, I’m just gonna throw in a banner here, I’m going to change some of the text, I’m going to throw in a different background image. And just like that, I’ve updated my site. So but let’s let’s dive into giving. Here’s an organization in Tennessee, the elephant sanctuary, this is what their donation page looks like. powered on our platform, beautiful, mobile responsive, a trusted experience. And the same organization also uses us for an online store, which you can use, you know, in a couple of different ways. They’re using it for physical goods, but you could use it for digital goods, this could be a catalog of event tickets, it could be a catalog of campaigns of funds of projects.

Peer to Peer, what better way to engage

people who are isolated right now maybe they don’t have cash to give maybe, you know, but but they’ve got their time. And they’ve got their advocacy and awareness they can bring to the organization allowed them to create a fundraiser right on your website branded

as your website.

I know you’re not doing events right now. But it’s something that you rely on. You know, in a post COVID world event tickets and ticketing templates are all part of our platform. And all this is happening in a single space on one solution, all that all in one branded experience. You know, Mike spoke beautifully about texting, given how important that is. And we’ve got some of those features built into our platform as well. You can also allow your donors to access their own data, right from a text experience. So they could message profile, for example, to your text to give number and have access to their tax receipts access to the recurring giving, all that stuff that used to be locked up and DonorPerfect that only you and your team could manage, you can put that in the hands of your donors just like they are able to manage their banking, just like they’re able to manage other things in their life online, they can now engage with your organization in that same in that same level of level of depth. And what you’ll see here too, as well, in this example, I clicked through what it looks like to cancel your recurring donation. But in this experience, we actually give people the alternative to pause it for a couple of months, which is a great alternative. You know, especially right now when we’re all in, in this pinch. So

again, all of this in

in in a single branded platform. So you have this beautiful segue talking about the donor experience, and donors being able to manage their their own information. We know that it’s important that you’re able to engage well. But we know that it’s equally important that your tools work really well together. And so everything I just showed you, is connected to DonorPerfect in real time, every donation, every update of a profile, so you don’t have to worry about creating beautiful experiences, and then dealing with some mess behind the scenes. It’s all streamlined for your organization. Donors manage their own own information, so you don’t have to worry about paid staff or volunteers. wasting any of their time with things that your donors can be doing themselves. And you can build an automated donor communication. So no more wondering if Oh, man, did we did we notify? Did we thank them? Did we remind them that the recurring donations coming out? And have we followed up with those people whose donations have failed? It’s all streamlined for you. And lastly, taking this, you know, opportunity not just to take a look at how can we be engaging with our donors, not just looking at how can we streamline our operations? But how can we take a look at the software costs that we’re incurring as an organization and really streamline those and demonstrate stewardship to our stakeholders. So, you know, you’re likely running, you know, again, a website platform and all these other bells and whistles that you’re connecting around DonorPerfect, and they’re all costing something, everything I just showed you, without exception is available in give cloud for just $69 a month. And so think about the money that can be saved with moving your hosting over moving, you know, security concerns, all those things, we handle all of that for you. And we even have an industry low platform fee that will really surprise you. Listen, I started give cloud you know, I started the technology behind give cloud 10 years ago, and I was thinking about you when I built it. And I was actually thinking about a time just like this where organizations were going to need that low cost tool that would allow them to engage with donors the way they wish they could, but they just need someone a nerd like me to kind of help them do it. So I would love the opportunity to do a demo with you. We’ve got a great deal on with DonorPerfect right now a discount for for 12 months. And we’re even throwing in two free 60 minute optimization sessions to really make sure that you don’t just, you know, dip your feet into the platform, but you get the most you can out of the platform. Thank you all so much. And you’re all in my thoughts and prayers. I know. This is an uncertain time. And we can get through this

together. Thanks, Josh. That was great. Love the fingernails. My daughter was actually doing my hair this morning.

All right, so

next up, we have Adam from cosmid. And I’m gonna give Adam control now. And Adam, you should be good to go.

Great. Thanks, Dave. So hello, everyone. My name is Adam Wilber and I’m one of the cofounders of cosmid at cosmid. We help nonprofits use video to engage and communicate with their donors more effectively. In today I’m going to talk about how specifically we’ve partnered with DonorPerfect to offer an exclusive version of our software that we’re calling DP video. So what is dp video? And what can you do with it? DP video is a cloud based video platform that makes it really easy for nonprofits to get better results from their emails by embedding videos in them. So there are primarily two things you can do with DP video, the first on the left here, and often the most impactful thing you can do is add personalized videos into an email you send to someone. So imagine being able to personally thank a donor by quickly recording and sending a short video in which you thank them by name for their support. So as it shows here, Hi, Sally. Thanks for your recent gift and within just a couple of seconds, you can send that video off and really deliver an impactful stewardship thank you message. The second thing you’ll be able to do with DP video is to create and send larger video campaigns by email. With a video campaign, you can send the same video out to a few or a few 1000 recipients all in just a few minutes. So why should you send personalized video emails? Because with these personalized video emails you get to think or ask someone for support more personally than text alone. You can use these videos to show your appreciation especially just for them. And it creates a real wow moment for the donor and we’re pretty amazed all the time. We just have one last week where donors will actually reply to you, thanking you for thanking them. And as you can see here in the example when our system sends your video to someone it generates an auto generates one of these animated previews so they get to see you there moving in the email then they click over and and can watch their video. Overall, the open rates on these personalized video emails are typically over 50% and when it’s a really one to one connection where the person knows the other person in advance we can see open rates as high as as high as 80%. In some cases. On the other side of it, why should you send video email campaigns so what we would call maybe a non personalized video with with these non personalized video email campaigns. The reason we see customers use them is because people remember 95% Of what they watch in a video compared to just 10% of what they read in by using these video campaigns, you can send an email to an unlimited number of recipients the DP video, allowing you to show and tell that story of your cause. Some examples we’ve seen, just recently during the Coronavirus epidemic are updates from an organization’s leader as to what the organization is doing to deal with the situation stories of impact, and how an organization is helping people during these times and also specific information about COVID-19. With that example, I’ll share this quick case study from the Rowan Cabarrus YMCA. So this YMCA had recently made the decision to close his branches. And they wanted to communicate that decision out to their members and really tell the story of how they came to that decision and, and how they appreciated the continued support of their donors. And in this case members, the CEO their self recorded a video update, they sent that to over 15,000 of their members for whom they have email addresses. Overall, that video email had a 48% open rate and I was just talking to them last week to get a comparison to the text emails or HTML emails they might typically send this 48% was about 20% higher than what they see with their typical newsletter. And they got a ton of people who replied some, as expected put their memberships on hold, but others replied to express support and they had linked over to their online giving form there with a call to action button under the video and even saw some people make contributions in response to the video they received. Do you want to watch that video you can see it there at bit.ly/row. Cab why? And that will also be included in the slides when they’re sent out to you. So quickly, how does cosmid work so if you’re going to send a personalized video email with Cosby or DP video, pretty simple, you can you can log in with either your phone or on a desktop computer, you get to quickly write your email. So you can include some text there in the email, record or upload your video using our mobile or desktop recording widget, you have the option to add a button that will appear below the video and point someone over to some kind of call to action. And then you just click Send from this page and within a few minutes, our system will send out that video email to them with a carbon copy to you so you get a copy of it yourself. How does DP video make video easy, we have a system that automatically produces your videos, it adds a logo and background soundtrack behind the videos you record to polish them up a little bit. As I mentioned, they create and embed these animated preview into every email that goes out. As well as drafting up a personalized email for every video you send that you can then edit before you finalize them send. We also provide a custom branded viewing experience. So not like watching a video on YouTube where you might have advertisements play before or after it or recommended videos. When you send a video with cosmid. It’s displayed on a custom branded landing page that you can design within the platform. And that can include a call to action buttons like you see there below. Other Woman on the desktop screen here. We also enable you to track your video so you can see how people open and watch the videos you send out to them. Then what else can you do with up video. So there are other features that exist in our platform that we’d be happy to talk with you about. Or you can talk to your DonorPerfect representative about those include the ability to send video requests. So in some cases, you might want the thank you video to come from a board member or your executive director. And within our system, you can easily assign other people to record videos for specific donors. system generates automated email notifications when you do that, as well as the option to have one of these video testimonial pages that you can share out with people on social media or by email, asking them to share a story back with you. You’ll also get a video library where you can store and manage your videos within cosmid and then use them in any video campaign you might create. Our special offer today includes a startup package at $599. That’s a three month access to the cause of his platform. 33% off our regular price for the startup package that includes a dedicated video campaign expert, a one to one live training call unlimited sense of the Review emails, as well as access to our live chat and email support. And if you’re interested in learning more, you can visit cosby.com/dp video. Thanks.

Thanks, Adam. That was great. All right, I’m

gonna see if I can take back control once again. And last but not least, we have Mike from donor search, and I’m gonna give you control and unmute you right now.

Hello. Thank you all for coming. Thank you, Donna. Perfect for having us. Do I have control here? Yes, I do. Okay, so I am Mike, from donor search. A lot of people think we’re actually the same company, but we’re not. We are a prospect research company that’s been around for about 12 years. And I work for the handles department, which works with companies like DonorPerfect, to help build something to benefit their clients. And that’s what we kind of built with DonorPerfect in this case. Basically, what we do is we provide information, public information that is available, but difficult to collect on a lot of individuals. The primary factor that we’re looking for, is its philanthropic data. So the industry as a whole has long since looked at wealth data to help identify how wealthy a person is, and then use that as a factor to say, Okay, well, they’re very wealthy, they can probably give a very large gift. Well, when our founder and CEO built depth Joe found is that in most cases, that’s a great way to identify wealthy people, it’s not the best way to identify donors. So what we did is we built a database, from the ground up of about 150 million charitable gifts, via annual reports and documents like that, where an organization thanks their donors, once we have that data, we can now match against it. So that when you give us a person from your database, their name and their address, we can pull up all the charitable giving, that we found them making in these tough times, right now, we found that one of the best advices that organizations have to, to really move forward during this time, is to look closely at the people that they have a close and a great relationship with. And, and and work with them, because those are the people who are the people who aren’t going to leave you high and dry. Okay, so what we’re able to do is we’re able to tell you more about them. And we’ll help you identify which among them are really going to save you the most the time and effort by by building relationships with them and making sure you’re talking to the right people at the right time and that kind of thing. So, before I forget, we do have our prices included in the slides for you for future use. And at the bottom there, you’ll see that we are offering a special promotion, thanks to DonorPerfect that will allow you a 30% discount on the first three months of our service. Okay, but let me kind of talk about how you can use our tool to really benefit your organization during this time. Okay, and just so I know I’m talking or just uh, you know, I’m talking about our tool, but I’m also talking about datasets that you can find elsewhere. So if you aren’t in a position where you can go and make a purchase, that’s okay. A lot of these datasets are available externally, and you’re gonna have to kind of put a little bit more elbow grease into it to get the datasets, but they are available. So if you have the time, then you know, shoot for it. But what we want to point out here is a couple little tips to help you identify the right people. So as I said before the first part, focus on your friends. Okay, use the data inside of DonorPerfect to look at your recent donors, look at your frequent donors. And look at your largest donors, we have a score called the RFM. That puts all of that together to highlight an easy to read score to point you to kind of your best friends. But this is all information that’s already in your system. So you can use DonorPerfect, perfect reporting features to highlight these individuals. They’re going to be your biggest supporters. Okay, once you know who you’re looking at from inside of the information and DonorPerfect. Find out more about them. As you see the slide here, research donors. I’ve listed a couple of datasets here that you can focus on. They’re all built into our tool, but again, they’re all available externally. How are they doing financially? What do you know about them? Do you know their businesses? Do you Know their stock values. Because if you do find out how they’re doing, you know, they may not be capable of giving a gift right now, in which case, you may not want to bring it up. You just want to kind of keep keep in mind what they’re going through when you’re talking to them, where they located. We have real estate data, but most of you will probably have a good feel for what part of town or what part of the state or what part of the country, your donors are in, you know, specifically speaking, if they’re in New York right now, there’s a really bad COVID there. So it would be you wouldn’t want to rely on entirely just from your New York donors, because they’re going through that right now. Other parts of the country haven’t been hit as hard. And those people might be more willing to help. So that’s something to keep in mind. Where do they give? So it says, Where are they give, but where else are they giving? What types of nonprofits are they giving to? Right? This is going to show where their priorities are, right? So if they’re giving to several different similar organizations, then you know that you’re one of their top priorities. If they’re not, as they’ve never given to a similar organization like yours before, you know, maybe only very small gifts. And that might be something you want to keep in mind. Another one, are they prepared to give? Okay, some people have already set aside a large amount of funds, specifically in a donor advised fund or Family Foundation, where they are prepared and ready to give this is a great time to do that, because there’s a lot of struggling organizations. So keep that in mind. What are they posting on social media? Again, our tool helps you identify that but it’s, you know, you can go out on Twitter and Facebook and LinkedIn and find your donors, find out what they’re posting, you know, it might be pretty clear that they’re having a rough time of it, in which case, maybe your services can help. Other situations, they may be, you know, very blessed that it hasn’t really affected them like it has other people, that might be a great opportunity for you. And then the big one at the bottom called Chat. And if appropriate, ask, make sure you still keep in touch with these individuals, make sure you’re talking to them. They know what you’re feeling, you know what they’re feeling. And when the opportunity presents itself. You know, make sure to continue to ask just like you normally normally would. We worked with a consultant not too long ago, who said that if you’re going to ask, there’s a line right here, under normal circumstances, we would ask for an investment of this amount. Is that appropriate? Right. So keep that in mind. That’s a great way to say you know, we understand what’s going on. We all have really important needs right now, can you help us out. So thank you all for having me. Again, I’m from donor search. If you’re interested in our services, I’d be glad to provide a demo and walk you through everything. And also, if you have some quick and easy questions, you can always talk to your DonorPerfect sales rep. They’d be happy to help. Thank you.

Thanks, Mike. I’m going to take back control, I think. Okay, so that does wrap up all of our presentations today. And I hope it was informative and well presented. Today, we wanted to really display how DonorPerfect can be the hub that allows you to try new virtual fundraising tactics through our incredible partners while still staying connected to your system. Before we do get to the next slide, I do want to personally thank all of our partner presenters, as I do truly feel we work with the best in the business for all aspects of our fundraising needs. So, to summarize, if you would like to hear more about any of these options, you can go right to the link on the screen and submit your information at DonorPerfect.com/integrations. Or post your questions in the chat or your interest in the chat right now. That will come back to all of us and we will follow up accordingly. Also, within the next 48 hours, you will receive a recording of the webinar, as well as a copy of all the slides. I know we went over time a little bit and my colleague, Daryl has been answering your questions through the chat. So I don’t think we’re going to really go through the questions in the chat area right now and try to pick out the partners to answer them. But feel free to continue typing them in and we will follow up accordingly. Also, before we leave, I do want to mention that we have a nother webinar approaching For giving Tuesday now, that is on April 28. And you can register via the link at the bottom of this slide. I do want to thank everybody for joining me today. I’m going to keep the chat area open and maybe check out some questions. But if you have another engagement are something scheduled at three o’clock, you can feel comfortable with dropping off now we will be back in touch, you can reach out to us directly or one of our partners directly at client sales at DonorPerfect.com or any of the links we’ve provided. So thank you, everyone. Thank you to all the partners. I’m going to pause my screen right now and stick around to see if there’s any questions maybe I can answer but feel free to sign off. And thank you everybody.