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© Pareto Fundraising 2007 How to double your How to double your appeal income appeal income Sean Triner Sean Triner 14 November 2007 14 November 2007
47

How To Double Your Appeal Income Philippine Final

Jan 12, 2015

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Sean Triner

Uncover the all important seven steps that will help you develop a perfect direct mail pack. Understand how to execute these tactics and help your organisation potentially double the appeal income on your next mail appeal.
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Page 1: How To Double Your Appeal Income Philippine Final

© Pareto Fundraising 2007

How to double your How to double your appeal incomeappeal income

Sean TrinerSean Triner14 November 200714 November 2007

Page 2: How To Double Your Appeal Income Philippine Final

© Pareto Fundraising 2007

ObjectivesObjectives

• Help you change the way you approach your appeals

• Help you shape your fundraising strategy

• Get the building blocks right for your appeal

Page 3: How To Double Your Appeal Income Philippine Final

© Pareto Fundraising 2007

$1,000,000

$800,000

$600,000

$400,000

$200,000

0

2005 2006

$53

0,00

0

$96

8,00

0

$39

0,00

0

$79

7,00

0

Gross and Net appeal results forThe Cancer Council NSW:2005 and 2006

Gross Amounts

Net Amounts

Page 4: How To Double Your Appeal Income Philippine Final

© Pareto Fundraising 2007

6.0

5.0

4.0

3.0

2.0

1.0

0

ROI 2.16

ROI 5.38

2005 2006

Return on Investment for Australian Conservation Foundation 2005 and 2006

Page 5: How To Double Your Appeal Income Philippine Final

© Pareto Fundraising 2007

7 Steps to doubling your income7 Steps to doubling your income

Page 6: How To Double Your Appeal Income Philippine Final

© Pareto Fundraising 2007

Step 1Step 1

Page 7: How To Double Your Appeal Income Philippine Final

© Pareto Fundraising 2007

Clear objectivesClear objectives

Page 8: How To Double Your Appeal Income Philippine Final

© Pareto Fundraising 2007

Objectives should be Objectives should be SMARTSMART

SSpecific

MMeasurable

AAchievable

RRelevant

TTime Bound

Page 9: How To Double Your Appeal Income Philippine Final

© Pareto Fundraising 2007

Cancer Council Xmas Appeal Cancer Council Xmas Appeal objectives?objectives?

Increase gross and net income over the previous year from one-off cash donations

Objective 1st Mailing target Follow up mailing target

Cash Response Rate 13% 6%

Gross Income $541k $160k

Net Income $410k $124k

Average Gift $80 $60

ROI 4.1 4.0

Page 10: How To Double Your Appeal Income Philippine Final

© Pareto Fundraising 2007

What are your objectives?What are your objectives?

Maximise net income?Specific target?Renew? Recruit?Bequest?Regular gift?

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© Pareto Fundraising 2007

Step 2Step 2

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© Pareto Fundraising 2007

The audienceThe audience

Page 13: How To Double Your Appeal Income Philippine Final

© Pareto Fundraising 2007

The audienceThe audience

• Recency – indicates likelihood of giving• Frequency – indicates likelihood of giving• Value – indicates how much they will give

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© Pareto Fundraising 2007

The audienceThe audience

Recency Frequency Value

0-12 months >1 a$1000+

13-24 1 b$500-$999.99

25-36 c$250-$499.99

37-48 d$100-$249.99

49-60 e$50-$99.99

61-72 f$25-$49.99

73-84 g$10-$24.99

85+ h$0.01-$9.99

Page 15: How To Double Your Appeal Income Philippine Final

© Pareto Fundraising 2007

The audienceThe audience

• Used RFV to identify most likely to give.– Eg donors who had given cash gift within last two

years

• Different packs for different audiences– High value donors– Standard value donors

• Included confirmed bequestors, regular givers and event participants

Page 16: How To Double Your Appeal Income Philippine Final

© Pareto Fundraising 2007

Step 3Step 3

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© Pareto Fundraising 2007

Clear messageClear message

Page 18: How To Double Your Appeal Income Philippine Final

© Pareto Fundraising 2007

Clear messageClear message

• What do I have to do

• The Single Proposition

• Why should I give you money?

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Clear messageClear messageBRAND TRUTH

Hope, Help and Impact

DONOR INSIGHTPeople give to peopleThey have a personal

interest in cancerRecruited on research

PROJECT TRUTHMore people are surviving

TrustworthyImproved quality of life

PROPOSITION

Page 20: How To Double Your Appeal Income Philippine Final

© Pareto Fundraising 2007

Page 21: How To Double Your Appeal Income Philippine Final

© Pareto Fundraising 2007

Step 4Step 4

Page 22: How To Double Your Appeal Income Philippine Final

© Pareto Fundraising 2007

Tells a storyTells a story

Page 23: How To Double Your Appeal Income Philippine Final

© Pareto Fundraising 2007

Tells a storyTells a story

• Start, middle and end• Very personal and emotional• Acknowledges donor contributution• Short vs Long story

Page 24: How To Double Your Appeal Income Philippine Final

© Pareto Fundraising 2007

Tells a storyTells a story

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© Pareto Fundraising 2007

Page 26: How To Double Your Appeal Income Philippine Final

© Pareto Fundraising 2007

What is your story?What is your story?

Do you have case studies?

What if you have no ‘human story’?

Page 27: How To Double Your Appeal Income Philippine Final

© Pareto Fundraising 2007

Step 5Step 5

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© Pareto Fundraising 2007

PersonalisationPersonalisation

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© Pareto Fundraising 2007

PersonalisationPersonalisation

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Personalised asksPersonalised asks

• Based on previous donation patterns

• Used to prompt increase of donation amount

• Consider using highest gift, last gift, average gift prompts to elevate gift level

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© Pareto Fundraising 2007

Your personalisationYour personalisation

What are you going to personalise?

Different degrees of personalisation

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© Pareto Fundraising 2007

Step 6Step 6

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© Pareto Fundraising 2007

Creative MUST havesCreative MUST haves

• First person• Signatory• Repeated asks – specific asks• Deadline• Brochure / lift supports the letter• Reply form and freepost return envelope• The letter is key

• Long is good

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© Pareto Fundraising 2007

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Creative executionCreative execution

• Let’s look at a real appeal...

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© Pareto Fundraising 2007

Ease of responseEase of response

• Make it easy for the donor to respond• Eliminate barriers or distractions• Minimise response channels• Make sure the reply mechanism integrates

with the letter• Include an involvement device where

possible and there is a real opportunity

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© Pareto Fundraising 2007

Identify where these things are…Identify where these things are…

• First person• Signatory• Repeated asks – specific asks• Deadline• Brochure / lift supports the letter• Reply form and freepost return envelope• The letter is key

• Long is good

Page 38: How To Double Your Appeal Income Philippine Final

© Pareto Fundraising 2007

Step 7Step 7

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© Pareto Fundraising 2007

The days and weeks after it The days and weeks after it lodges…..lodges…..

• Measuring response

• Thanking them

• Post-campaign de-brief

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© Pareto Fundraising 2007

Measuring responseMeasuring response

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© Pareto Fundraising 2007

Have an appeal code and URN: Unique

Reference Number

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© Pareto Fundraising 2007

Measuring ResponseMeasuring Response

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ThankingThanking

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© Pareto Fundraising 2007

The impact on beneficiariesThe impact on beneficiaries

• 114,000 hours of callers on the helpline• Train 802 Cancer Connect volunteers• Fund three additional research programs• And help lots more

women like Sue

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© Pareto Fundraising 2007

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ThankingThanking

• Bequest donors – handwritten note from bequest officer

• Major donors - > $5,000, personal note from Andrew Penman (CEO)

• High Value donors - >$500, personal note from Appeals Manager

• Standard value donors – thank you letter

Page 47: How To Double Your Appeal Income Philippine Final

© Pareto Fundraising 2007SalamatSalamat