Maximizing Donations with the Right Platform.pdf
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Learn how to select a donation platform that meets your nonprofit’s unique needs. This webinar covers essential features like recurring donations, mobile-friendliness, integrations with CRMs, and analytics tools. Participants will explore comparisons of top platforms, real-world use cases, and how Tapp Network Marketing Services can help integrate and optimize your donation solution.
Maximizing Donations with the Right Platform.pdf
- 1. Maximizing Donations with the Right Platforms Tapp Network 08.19.2025 Kyle Barkins & Zach Paton
- 2. Copyright ©2023 TechSoup Global. All Rights Reserved. 2 Closed captioning is available. Turn on with the CC button located in your Zoom menu. This session will be recorded How to Participate
- 3. 3 © TechSoup Global. All Rights Reserved. Introductions Kyle Barkins Co-Founder Tapp Network Zach Paton Jr. MarTech Specialist Tapp Network Jason Spangler Director of Business Development Tapp Network
- 4. Agenda ➔ Tapp Network ➔ Building a Strong Digital Foundation ➔ Website Technology ➔ CRMs ➔ Email Marketing & Automation ➔ Analytics & Tracking ➔ Content Creation Tools ➔ Artificial Intelligence ➔ How to Get Started
- 5. 5 © TechSoup Global. All Rights Reserved. Empowering Organizations for Good Problem We Solve Our Why How We Innovate and Impact We transform your visionary goals into digital realities, empowering nonprofits and government agencies to thrive in today's dynamic world. In the new Age of Acceleration, many nonprofits and government agencies are challenged by a lack of digital infrastructure. This gap inhibits their ability to keep pace and effectively support the most vulnerable populations. Tapp’s mission is more than just business growth; it's about driving digital innovation across rapidly expanding sectors. We strive to transfer our knowledge, tools, and technology to government agencies and nonprofits that are tackling society's most pressing challenges. We achieve this by harnessing the power of artificial intelligence, developing high-impact websites, software, and data-driven campaigns. Our AI-enabled digital transformation strategies enhance the positive impact of the organizations we serve and amplify their engagement with the communities they support. www.tappnetwork.com
- 6. 6 © TechSoup Global. All Rights Reserved. How We Can Help You - Learn More Here Strategy Start with a technology audit and digital marketing game-plan to accelerate your growth and market share within your sector. Integration & Migration Build bridges and knock down silos with simple and painless CRM integrations and migrations that are seamless to your team. E- Commerce We deploy the transactional services and software you need to increase sales across all your audience touch points. SEO and Content Marketing Build bridges and knock down silos with simple and painless CRM integrations and migrations that are seamless to your team. HubSpot Implementation Ensure a smooth and successful transition from an alternative solution to HubSpot, without all the headaches. Creative and Branding Make your brand stand out from your competitors to reach the right customers with the right message. Web and APP Development With our 20+ years of experience, we know your 24/7 salesperson must be beautiful, functional, and optimized for your goals. Sales Enablement We can help you close the loop between your marketing and sales teams—and more desirable deals. Inbound Marketing We provide the complete solution to increasing leads, revenue, and brand authority as a Platinum Hubspot Partner Social Media Marketing One of the most effective ways to engage influencers, customers and prospects to drive brand awareness, followers, and sales Paid Media TAPP makes your budget go further with a targeted approach to reaching your buyer personas in search and social. Public Relations Defining the right audience and media channels to build regional and national brand recognition as well as thought leadership.
- 7. 7 © TechSoup Global. All Rights Reserved. Quick Poll! What best describes your current donation platform situation? A. We don’t have one yet B. We use one but want to improve C. We’re happy with our system D. Not sure what we use
- 8. What Is a Donation Platform?
- 9. 9 © TechSoup Global. All Rights Reserved. What Is a Donation Platform? A donation platform is the tool that powers your online giving. It allows you to: • Accept one-time and recurring donations • Offer secure, modern payment options (ACH, PayPal, Apple Pay) • Customize branded donation forms • Automate receipts and confirmations • Sync data with your website and CRM It’s not just a payment form — it’s your donor’s first impression.
- 10. Why It’s Important For Donors: • A smooth, mobile-friendly donation experience builds trust and increases completion rates • Familiar payment options reduce friction • Branded forms and clear follow-up reinforce professionalism and care For Your Team: • Automation reduces time spent manually entering donations • Accurate, real-time data improves segmentation and reporting • Integrations with CRM and email tools help you retain donors over time • You gain insight into what’s working and where you can grow • The right donation platform supports both your mission’s front line and your back office.
- 12. 12 © TechSoup Global. All Rights Reserved. A donation isn’t just a transaction — it’s part of a bigger relationship. • Awareness: They see an email, social post, or ad • Consideration: They explore your mission and impact • Conversion: They complete a gift through your donation form • Engagement: They receive a thank-you and are added to your CRM Great platforms don’t just collect donations — they strengthen relationships and improve retention. The Donor Journey
- 14. A Digital Transformation Agency I tappnetwork.com 27 Awareness Consideration Decision Resource Utilization Promoter Donor User Journey Social Post Email Website: About Us Page Website: Success Stories Sign Up for Newsletter Website: How donations are used Website: Gala Registration Newsletter: Enroll in Quarterly, CTA Recurring Donation Email: Thank You, Immediate Email: Campaign Accomplishments 12 Weeks Donate Email: Success Story, 1 Month Email: Explicit Ask, Donation Google Ad SEO
- 16. ➔ Recurring donation support (monthly giving is critical for retention) ➔ Mobile and ADA compliance (accessible to all devices and users) ➔ Custom branding (your logo, colors, and tone matter) ➔ CRM integration (so you can track, segment, and follow up) ➔ Real-time reporting and analytics ➔ Optional tools like event ticketing, peer-to-peer fundraising, or tribute donations ➔ Automation triggers for thank-you emails and follow-up workflows What to Look for in a Donation Platform
- 17. • GiveWP – Wordpress only. Integrates on your website and has embeddable donation forms, recurring donations and user-friendly interface. • GiveButter – Fundraising campaigns, peer-to-peer giving, and event ticketing. • PayPal – Recognized, trusted, embeds directly to your site, and integrates with various platforms. Donation Platforms for Nonprofits Kyle
- 19. What Happens After Someone Donates? The donation isn’t the end — it’s the beginning of a relationship. A good system should: • Send an instant confirmation email • Log the gift in your CRM • Tag the donor for segmentation • Trigger a welcome series or follow-up • Support future outreach based on giving history These steps increase donor retention, giving frequency, and long-term value — but only if your platform is integrated with your other systems.
- 20. 20 © TechSoup Global. All Rights Reserved. Quick Poll! How are you currently managing donor relationships and tracking donations? A. A CRM (like HubSpot, LGL, Salesforce) fully integrated with our donation platform B. A CRM, but it’s not connected to our donation tool C. We manually track donations in spreadsheets D. Our donation platform handles all donor tracking E. We don’t really track donor info right now
- 21. ➔ A CRM organizes and tracks relationships with donors, volunteers, and supporters. ➔ Helps manage donations, email campaigns, event registrations, and reporting in one place. ➔ Automates tasks, saving time and improving engagement. ➔ No more spreadsheets! A good CRM scales as your nonprofit grows. Why Your Nonprofit Needs a CRM
- 22. Our Favorite – HubSpot • User-friendly and scalable – Grow your nonprofit without added complexity. • Comprehensive suite – Includes marketing, fundraising, and donor engagement tools. • Automation at its core – Streamline workflows, email sequences, and donor engagement. • Seamless integrations – Connect with donation platforms, email tools, and websites. • Powerful reporting – Analyze donor behavior, campaign performance, and ROI.
- 23. 23 © TechSoup Global. All Rights Reserved. ● Salesforce – Highly customizable and robust, but requires extensive setup and training. ● Neon CRM – Good for fundraising, memberships, and donor management. ● Little Green Light – Simple, budget-friendly donor management solution. ● Kindful – Ideal for fundraising and donor engagement, integrates well with other platforms. Other CRM Options for Nonprofits
- 24. CRM Best Practices for Nonprofits • Keep your contact data clean – Regularly update and remove duplicates. • Segment your audience – Personalize outreach by donor type, behavior, or engagement level. • Automate thank-you emails and follow-ups – Build stronger relationships with less effort. • Track your performance – Use CRM reports to evaluate donor engagement and fundraising success.
- 25. Email Marketing & Automation
- 26. 26 © TechSoup Global. All Rights Reserved. ● Directly engage with donors, volunteers, and stakeholders. ● Build and nurture relationships with consistent, targeted communication. ● Cost-effective way to reach your audience at scale. ● Measure success – track open rates, click-throughs, and donations. Why Email Marketing is Essential for Nonprofits
- 27. Email Marketing Platforms • HubSpot – All-in-one platform with email marketing automation, CRM integration, and advanced reporting. • Mailchimp – Easy to use, affordable, and integrates with donation platforms. • Constant Contact – Simple, effective for newsletters and event management. • ActiveCampaign – Great for advanced automation and personalization.
- 28. • Automate email sequences for onboarding, thank-you notes, event reminders, etc. • Save time and focus on high-impact activities. • Improve outreach by sending the right message at the right time. • Track interactions – monitor opens, clicks, and responses to refine strategies. Email Marketing Automation
- 29. • Personalization – Tailor emails based on donor interests, donation history, etc. • Segmentation – Create lists based on behaviors or demographics for targeted campaigns. • Optimize for deliverability – Avoid spam filters with clean lists and engaging subject lines. • A/B testing – Test subject lines, send times, and content for better performance. Best Practices for Email Marketing Zach
- 30. The Ideal Setup
- 31. 31 © TechSoup Global. All Rights Reserved. Nonprofit Marketing Technology Stack — Recommendations Website Platform CRM & Email Marketing Donation Software WordPress Highly customizable with thousands of themes & plugins. Scales as your nonprofit grows. Strong SEO capabilities to improve visibility. Integrates with CRMs, donation platforms, and marketing tools like HubSpot. Update your blog, event pages, and donation forms without needing a developer. Marketing Hub and Sales Hub Centralized donor and contact management. Email marketing, lead capture tools, marketing automation. AI tools for content generation. Provides detailed analytics for better decision-making. Offers multiple giving options (one-time, recurring, text-to-give). Built-in fundraising pages, event management, and peer-to-peer tools. Low processing fees & transparent pricing. Embeds on Wordpress website. HubSpot Givebutter
- 32. TechSoup Services TechSoup and Tapp’s joint mission to empower nonprofits with marketing tools.
- 33. 33 © TechSoup Global. All Rights Reserved. Affordable.Efficient.Impactful Digital Marketing Retainer Packages Upgrade ($899/month) ● 10 Hours of Support/Unlimited Requests ● Access to Subject Matter Experts ● Includes: ○ CRM support ○ Social media and blog production ○ SEO analysis and support ○ Email production ○ Request-based meetings Premium ($1,299/month) ● 10 Hours of Support/Unlimited Requests ● Access to Subject Matter Experts ● Dedicated Account Manager ● Strategic Support ● Everything in Upgrade plus: ○ Custom development and design work ○ Donation platform setup ○ Automation and integrations ○ Strategy sessions and expert-guided advice ○ Ad management ○ Content writing ○ Standing 30-minute account call per month
- 34. 34 © TechSoup Global. All Rights Reserved. Growth-Driven Custom Website Development Utilizing the Growth Driven Design methodology, we partner with nonprofits to develop a website strategy, design and build a custom WordPress website, and optimize a long-term approach tailored to your organization’s goals. Intended Audience Nonprofits who have outgrown their current CMS, would like to redesign an existing WordPress site, or are seeking systems integrations such as member portals, ecommerce, or donor management. Starting at $15,000
- 35. 35 © TechSoup Global. All Rights Reserved. Custom Website Development Strategy Content & Design Development QA, Testing, & Launch Discovery, Content Audit, & Scope of Work At this stage we will identify design, development, and integration needs. Each need will be reviewed and assigned a priority. Applying the Growth Driven Design methodology, high priority items will be considered for Phase 2: Launchpad Website, while other items will be noted and added to a wish list for consideration during the continuous growth phase and beyond. Tapp Network will collaborate with the client to design a new theme in-house that includes templates for each of the content types outlined above. The design process takes into account user experience best practices, your organization’s unique target audiences, and the learnings from the content audit. The design is "mobile-first" and is created to be responsive (on common devices and browsers) and accessible (ADA compliant for visual impairment and other common disabilities). Our developers follow industry standards for best practices when building out your website. These practices apply to the entire CMS development process but are particularly critical when it comes to writing code, developing databases and installing plugins. Sites that are built based on best practices are scalable for future needs and more efficient overall. Custom sites are developed in a staging environment in order to allow for thorough testing and review by both Tapp Network and the client. At this point we confirm functionality on all devices and browsers ensuring a smooth transition when the site goes live. Site Structure Recommendations & Custom Website Design Best Practice WordPress Development Quality Assurance Testing
- 36. 36 © TechSoup Global. All Rights Reserved. Webinar Special: Nonprofit Starter Website Development A templated website approach that allows nonprofit organizations to go-to-market quickly with a best-in-breed website design and scalable website platform without the traditional custom design and development costs and timeframes. Intended Audience Nonprofits that are seeking to quickly establish or refresh their web presence with a cost-effective and scalable platform, without sacrificing form and function but also don't need the complexities of a more custom solution. Schedule a Consultation *Contact us before Friday Starting at $5,000
- 37. 37 © TechSoup Global. All Rights Reserved. Special Offer 10% OFF HubSpot CRM Implementation And get your HubSpot Onboarding Fee waived For new clients from today’s webinar participants. Book a consultation today and mention you attended this webinar!
- 38. 38 © TechSoup Global. All Rights Reserved. CRM Implementation Starting at $3,500 Implementing HubSpot CRM is a smart way to boost your nonprofit's efficiency. Starting at $3,500, we handle the setup and configuration of HubSpot CRM, tailored to your needs. We optimize processes using HubSpot Sales Hub, equipping your teams with the tools and insights to attract donors more efficiently. We also design and execute targeted marketing campaigns, using smart content and personalization to boost engagement. Additionally, we provide training to ensure your team is confident using the system, with ongoing support options to help your nonprofit succeed.
- 39. Any Questions?
- 40. 40 © TechSoup Global. All Rights Reserved. Ready to Get Started? The time to act is now—equip your nonprofit with marketing tools that empower your team, engage your supporters, and drive long-term impact. Contact Us
- 42. 42 © TechSoup Global. All Rights Reserved. Dive into our FREE guide on choosing the perfect CRM tailored for nonprofits. Transform your organization’s efficiency and impact with expert insights. Download Now
- 43. 43 © TechSoup Global. All Rights Reserved. The State of AI in Nonprofits: 2025 Benchmark Report on Adoption, Impact & Trends Download Now
- 44. 44 © TechSoup Global. All Rights Reserved.