CREATING AN INDIVIDUAL GIVING PROGRAM: WHAT WORKS & WHAT’S POSSIBLE
Case study in hunchery and failure.
Understand basic segmentation,
importance of age, and what drives
giving decisions.
Create your spring campaign plan
relative to your time and available
budget, if any.
70% of giving is from individuals
42% of gifts given online
83% give after being emailed and mailed
.08% give to get a tax deduction
QUICK SNAPSHOT
LESSONS LEARNED (the hard way)
1. Move from appeal to campaign
2. Adjust the review mirror, don’t ignore it
3. Don’t cut and paste, edit for the channel
4. Make it easy for them, not you
5. Perfect, don’t just send, the thank you
6. Don’t project your metrics, bias, or goals
7. Start with what’s free + easy
8. Spend money only when necessary
Want to enhance their performance
experience
Want recognition from community and
desired peer group
Want access to those that are
performing and creating
UNDERSTAND WHY THEY
GIVE
THE SMART & EASY PLAN
1. Identify goals & accompanying metrics
2. Pair goals with tactics, channels
3. Create your voice and narratives
4. Collaborate on one calendar
5. Launch, learn, repeat
LET’S BUILD ONE!
THE SPRING CAMPAIGN
1. Secure board commitment
2. Secure/create challenge grant
3. Create segments
4. Select channels, check website
5. Choose author
6. Create timeline (backdated from performance)
7. Create content & channels
8. Deploy
9. Performance(s)
10.Redeploy