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Optimizing Multi-Channel 
Fundraising with eTapestry 
PRESENTED BY PAM DECHERT, CFRE 
SENIOR CONSULTANT ETAPESTRY
How you can optimize your online 
giving page? 
#bbcon 
2 #bbcon 
Tweet this now
Take-away from today’s session 
• What does multi-channel fundraising look like in 2014? 
• How are eTapestry customers doing? 
• How can we optimize eTapestry tools for multi-channel 
fundraising? 
• What we know about optimizing 
• Donation forms 
• Email 
• What steps can you take to improve your donor’s multi-channel 
experience when you get back to the office? 
3 #bbcon
Multi-Channel Fundraising in 2014 
4 #bbcon
Multi-channel is:
And they want online engagement 
• More than half of donors received information 
from their favorite charity via Web site (51%) and 
by email (52%) 
• Donors preferred to spread the word about their 
favorite charity by email (51%), Facebook (15%) 
and in person. 
• When looking for information, the web is a donors’ 
top choice 
• Donors aged 50+ preferred visiting the web and 
receiving email to stay in touch 
Did you know? 
• 86% say they visit websites before making a gift 
• Half say giving online is their preferred method 
NTEN Donor Engagement Benchmark Study 2012
2013 CHARITABLE GIVING TRENDS – KEY TAKEAWAYS 
Online Giving was up 13.5% in 
2013, compared to the overall 
giving increase of 4.9%
2013 Charitable giving trends – key takeaways 
• Large organizations had the 
greatest increase in overall 
charitable giving in 2013, 
while small organizations 
had the greatest increase in 
online giving during 2013. 
• Online giving accounted for 
6.4% of all charitable giving 
in 2013. 
• Faith-based organizations 
had the greatest increase in 
online giving in 2013 (18.1%) 
8 #bbcon
2013 Charitable giving trends – key takeaways 
• More than one-third (33.6%) of overall 
charitable giving happens in the last three 
months of the year, with the highest 
percentage (17.5%) coming in December. 
• February is the slowest month for overall 
giving. 
• January is the slowest month for online giving. 
• December is the biggest month for all online 
and offline giving.
How are eTapestry nonprofits doing? 
10 #bbcon
Some key take-away numbers: 
• Over 5400 DIY 
pages live! 
• $187 average gift 
• $77,152,473 raised 
• 414,620 
transactions 
In 2013: 
• $171 average gift 
• $41,130,000 raised 
• 255,926 
transactions 
Through 
June 
2014:
What if we optimized? 
Sample eTapestry nonprofit (real customer) 
• Assuming a 1% conversion rate on their online giving page. 
• They raised $41,224 last year from 289 donors, $153 average gift 
What if? 
• Optimize giving experience and raise conversion by: 
• 2% - could raise over $88,000 
• 3% - could raise over $132,000 
Wouldn’t you do it?
Optimize DIY and Email by:
Are you optimizing YOUR DIY pages? 
• Is it branded? 
• Is it easy to find? 
• How many clicks? Click 
away? 
• Landing pages? 
• Is there a clear Call to 
Action? 
• How much info is 
gathered? 
• Is it mobile responsive? 
• Recurring gifts? 
• Targeted Gift Amounts? 
• What happens after the 
gift? 
• Are communications after 
targeted? 
Source: Dunham + Companyy
Start with Branding - Embeddable form
If you already have embedded forms: 
• Republish your forms! Our DIY pages are now Mobile Responsive as of 
the last release!
Embedded Branded pages
Embedded DIY to match website
Embedded DIY to match website
Create Confirmation to Match Website and 
DIY form – for each page or Call to Action
Create follow up email ‘Welcome Series’ at the same time! 
• Create branded welcome enewsletter series 
in eTapestry 
• Create a dynamic query for all online gifts, or 
all new online gifts 
• Schedule ahead of time and change the time 
of delivery 
C 
• Invite them to volunteer, tell them about 
another donor, ask again, invite, engage 
• Drive to social media, multiple touchpoints
Location and Position of DIY page 
• On average it takes 4 clicks to get to a nonprofit donation page! 
• Eliminate multiple ‘clicks’ through before they can actually make the 
donation!
How strong is the Call to Action? 
• What’s the goal of an online giving page? 
• TO GET A GIFT!!! But less than 50% of pages have a clear call to action 
on the landing page! 
• Only 14% of landing pages create a sense of urgency 
• 17% have conflicting calls to action 
• What gift amounts are you suggesting? 
• Only 22% of pages have suggested giving amounts 
• Select the one you’d like the donor to choose 
• Change the Ask Amounts throughout the year 
• Are you offering and encouraging recurring giving?
Use Landing Pages and Directed Asks
Which would you donate to?
You have lots of pages you can create
Encourage Recurring Gifts & Pre-Select what 
you’d like the donor to choose
Ask Amounts & Holiday Giving Strategy 
• Online Average Gift Size has Seasonality 
• Do you change your ask amount? 
• Can you test and change your ask this year? 
• Online Average Gift Size More Than Doubles in December
Use Advanced Email to build an active 
strategy
Basic Segmentation 
Group supporters based on common characteristics (you already know). 
• When starting out, try to create a “BEST” segment (based on “best” offline segment). 
• Others may include: 
• New/Prospective 
• Current/Major 
• Lapsed 
• Build a basic communication plan/goal for each segment. 
• The better you know your audience, the more "personal" your message. 
• Gain trust…greet the reader by name. 
• Reference past interactions or observed behavior when possible. 
• When in doubt, segment your email list like you would for direct mail. 
• Try similar segments to your Direct Mail program; test out new segments at low cost.
Segments Organizational Goal Suggested Message(s) 
New/Prospective  Introduce yourself; engage prospect 
 Capture interests/preferences for future 
communication/cultivation 
 Solicit some type of participation/activity 
(donation, membership, event registration, 
etc.) 
 Send Website "Welcome" Message 
 Share useful information; increase interest in your 
cause (via newsletters/fact-based emails) 
 Provide opportunities to participate at various levels 
(events, volunteer, advocacy, etc.) 
 Soft asks/appeals 
Current/High  May be considered your "BEST" supporters 
 Need to be kept happy/engaged 
 Need to feel like they are valued and that you 
"know" them 
 Send (regular) eNewsletter / Annual Report 
 Send status/thank you emails often 
 Showcase successes; regularly communicate benefits 
of supporting your organization 
 Survey 2-4x per year to capture preferences and user 
feedback 
 Send regular appeals (targeted ask amounts) 
 Include in Planned and/or Major Giving communication 
Current/Middle  Need to upgrade these supporters; goal is to 
move them up the ladder 
 Need to be kept happy/engaged 
 Need to find out what they really value – 
leverage this to increase ask amount/frequency 
 Send (regular) eNewsletter / Annual Report 
 Send status/thank you emails after user action 
 Showcase successes; regularly communicate benefits 
of supporting your organization 
 Survey 1-2x per year to capture preferences and user 
feedback 
 Send regular appeals (upgrade ask amount) 
Lapsed  Need to re-engage or remove 
 Don’t waste paper/postage if possible 
 Find out what level of interest and what topics 
of interest they have 
 Let them go if they are not interested – focus 
on those who are 
 Communicate 2-4x per year (remind of available 
subscriptions/upcoming events, etc.) 
 Survey 1x per year to capture interests 
 Send message with option to remove self entirely 
and/or options for increasing/decreasing participation 
("Don’t you like us anymore? If not, we’ll stop bugging 
you")
Monitor and Adjust: eTapestry Reports
Optimizing Multi-Channel Fundraising 
with eTapestry 
• You have the DIY pages, Advanced Email and CRM tools to 
optimize your online giving. 
• Online Giving grew 13.5% this year, imagine how much you can 
grow your giving by optimizing your pages. 
• Use best practices of embedding, landing pages, ask amounts, 
recurring gifts on your pages. 
• Query and segment your database; using Advanced Email and 
other channels to engage donors. 
• Test, adjust and PowerOn!
Optimization Resources 
• NP Experts – Webinars & eBook: https://www.blackbaud.com/nonprofit-resources/ 
npexperts?utm_source=blackbaud&utm_medium=website&ut 
m_content=homepage&utm_term=corp&utm_campaign=npEXPERTS201 
4#.VDHFPPldXhA 
• eTapestry Resources for you: https://www.blackbaud.com/fundraising-crm/ 
etapestry/resources 
• NEW eTapestry User Community: 
http://community.convio.com/t5/eTapestry/ct-p/BBeTap 
• eTapestry Consulting Services: etapconsulting@blackbaud.com
Are you pumped up and ready to go? 
Don’t forget to complete 
a session survey! 
Each completed survey enters you into a drawing to win a 
complimentary registration to bbcon 2015 in Austin, Texas*. 
*Blackbaud reserves the right to change or withdraw this promotion at any time, without advance notice. Promotion has no cash value and may not be 
exchanged, applied to, or combined with any other offer. 
35 #bbcon

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Optimizing multi channel fundraising with etapestry 2014

  • 1. Optimizing Multi-Channel Fundraising with eTapestry PRESENTED BY PAM DECHERT, CFRE SENIOR CONSULTANT ETAPESTRY
  • 2. How you can optimize your online giving page? #bbcon 2 #bbcon Tweet this now
  • 3. Take-away from today’s session • What does multi-channel fundraising look like in 2014? • How are eTapestry customers doing? • How can we optimize eTapestry tools for multi-channel fundraising? • What we know about optimizing • Donation forms • Email • What steps can you take to improve your donor’s multi-channel experience when you get back to the office? 3 #bbcon
  • 6. And they want online engagement • More than half of donors received information from their favorite charity via Web site (51%) and by email (52%) • Donors preferred to spread the word about their favorite charity by email (51%), Facebook (15%) and in person. • When looking for information, the web is a donors’ top choice • Donors aged 50+ preferred visiting the web and receiving email to stay in touch Did you know? • 86% say they visit websites before making a gift • Half say giving online is their preferred method NTEN Donor Engagement Benchmark Study 2012
  • 7. 2013 CHARITABLE GIVING TRENDS – KEY TAKEAWAYS Online Giving was up 13.5% in 2013, compared to the overall giving increase of 4.9%
  • 8. 2013 Charitable giving trends – key takeaways • Large organizations had the greatest increase in overall charitable giving in 2013, while small organizations had the greatest increase in online giving during 2013. • Online giving accounted for 6.4% of all charitable giving in 2013. • Faith-based organizations had the greatest increase in online giving in 2013 (18.1%) 8 #bbcon
  • 9. 2013 Charitable giving trends – key takeaways • More than one-third (33.6%) of overall charitable giving happens in the last three months of the year, with the highest percentage (17.5%) coming in December. • February is the slowest month for overall giving. • January is the slowest month for online giving. • December is the biggest month for all online and offline giving.
  • 10. How are eTapestry nonprofits doing? 10 #bbcon
  • 11. Some key take-away numbers: • Over 5400 DIY pages live! • $187 average gift • $77,152,473 raised • 414,620 transactions In 2013: • $171 average gift • $41,130,000 raised • 255,926 transactions Through June 2014:
  • 12. What if we optimized? Sample eTapestry nonprofit (real customer) • Assuming a 1% conversion rate on their online giving page. • They raised $41,224 last year from 289 donors, $153 average gift What if? • Optimize giving experience and raise conversion by: • 2% - could raise over $88,000 • 3% - could raise over $132,000 Wouldn’t you do it?
  • 13. Optimize DIY and Email by:
  • 14. Are you optimizing YOUR DIY pages? • Is it branded? • Is it easy to find? • How many clicks? Click away? • Landing pages? • Is there a clear Call to Action? • How much info is gathered? • Is it mobile responsive? • Recurring gifts? • Targeted Gift Amounts? • What happens after the gift? • Are communications after targeted? Source: Dunham + Companyy
  • 15. Start with Branding - Embeddable form
  • 16. If you already have embedded forms: • Republish your forms! Our DIY pages are now Mobile Responsive as of the last release!
  • 18. Embedded DIY to match website
  • 19. Embedded DIY to match website
  • 20. Create Confirmation to Match Website and DIY form – for each page or Call to Action
  • 21. Create follow up email ‘Welcome Series’ at the same time! • Create branded welcome enewsletter series in eTapestry • Create a dynamic query for all online gifts, or all new online gifts • Schedule ahead of time and change the time of delivery C • Invite them to volunteer, tell them about another donor, ask again, invite, engage • Drive to social media, multiple touchpoints
  • 22. Location and Position of DIY page • On average it takes 4 clicks to get to a nonprofit donation page! • Eliminate multiple ‘clicks’ through before they can actually make the donation!
  • 23. How strong is the Call to Action? • What’s the goal of an online giving page? • TO GET A GIFT!!! But less than 50% of pages have a clear call to action on the landing page! • Only 14% of landing pages create a sense of urgency • 17% have conflicting calls to action • What gift amounts are you suggesting? • Only 22% of pages have suggested giving amounts • Select the one you’d like the donor to choose • Change the Ask Amounts throughout the year • Are you offering and encouraging recurring giving?
  • 24. Use Landing Pages and Directed Asks
  • 25. Which would you donate to?
  • 26. You have lots of pages you can create
  • 27. Encourage Recurring Gifts & Pre-Select what you’d like the donor to choose
  • 28. Ask Amounts & Holiday Giving Strategy • Online Average Gift Size has Seasonality • Do you change your ask amount? • Can you test and change your ask this year? • Online Average Gift Size More Than Doubles in December
  • 29. Use Advanced Email to build an active strategy
  • 30. Basic Segmentation Group supporters based on common characteristics (you already know). • When starting out, try to create a “BEST” segment (based on “best” offline segment). • Others may include: • New/Prospective • Current/Major • Lapsed • Build a basic communication plan/goal for each segment. • The better you know your audience, the more "personal" your message. • Gain trust…greet the reader by name. • Reference past interactions or observed behavior when possible. • When in doubt, segment your email list like you would for direct mail. • Try similar segments to your Direct Mail program; test out new segments at low cost.
  • 31. Segments Organizational Goal Suggested Message(s) New/Prospective  Introduce yourself; engage prospect  Capture interests/preferences for future communication/cultivation  Solicit some type of participation/activity (donation, membership, event registration, etc.)  Send Website "Welcome" Message  Share useful information; increase interest in your cause (via newsletters/fact-based emails)  Provide opportunities to participate at various levels (events, volunteer, advocacy, etc.)  Soft asks/appeals Current/High  May be considered your "BEST" supporters  Need to be kept happy/engaged  Need to feel like they are valued and that you "know" them  Send (regular) eNewsletter / Annual Report  Send status/thank you emails often  Showcase successes; regularly communicate benefits of supporting your organization  Survey 2-4x per year to capture preferences and user feedback  Send regular appeals (targeted ask amounts)  Include in Planned and/or Major Giving communication Current/Middle  Need to upgrade these supporters; goal is to move them up the ladder  Need to be kept happy/engaged  Need to find out what they really value – leverage this to increase ask amount/frequency  Send (regular) eNewsletter / Annual Report  Send status/thank you emails after user action  Showcase successes; regularly communicate benefits of supporting your organization  Survey 1-2x per year to capture preferences and user feedback  Send regular appeals (upgrade ask amount) Lapsed  Need to re-engage or remove  Don’t waste paper/postage if possible  Find out what level of interest and what topics of interest they have  Let them go if they are not interested – focus on those who are  Communicate 2-4x per year (remind of available subscriptions/upcoming events, etc.)  Survey 1x per year to capture interests  Send message with option to remove self entirely and/or options for increasing/decreasing participation ("Don’t you like us anymore? If not, we’ll stop bugging you")
  • 32. Monitor and Adjust: eTapestry Reports
  • 33. Optimizing Multi-Channel Fundraising with eTapestry • You have the DIY pages, Advanced Email and CRM tools to optimize your online giving. • Online Giving grew 13.5% this year, imagine how much you can grow your giving by optimizing your pages. • Use best practices of embedding, landing pages, ask amounts, recurring gifts on your pages. • Query and segment your database; using Advanced Email and other channels to engage donors. • Test, adjust and PowerOn!
  • 34. Optimization Resources • NP Experts – Webinars & eBook: https://www.blackbaud.com/nonprofit-resources/ npexperts?utm_source=blackbaud&utm_medium=website&ut m_content=homepage&utm_term=corp&utm_campaign=npEXPERTS201 4#.VDHFPPldXhA • eTapestry Resources for you: https://www.blackbaud.com/fundraising-crm/ etapestry/resources • NEW eTapestry User Community: http://community.convio.com/t5/eTapestry/ct-p/BBeTap • eTapestry Consulting Services: etapconsulting@blackbaud.com
  • 35. Are you pumped up and ready to go? Don’t forget to complete a session survey! Each completed survey enters you into a drawing to win a complimentary registration to bbcon 2015 in Austin, Texas*. *Blackbaud reserves the right to change or withdraw this promotion at any time, without advance notice. Promotion has no cash value and may not be exchanged, applied to, or combined with any other offer. 35 #bbcon

Editor's Notes

  • #8: 2013 GIVING TRENDS Overall giving in 2013 grew 4.9% on a year-over-year basis for the 4,129 nonprofit organizations in the analysis. This was an increase over the 2012 growth rate and points to positive signs that giving in the United States is returning to pre-recession levels. Fundraising by large organizations, with annual total fundraising more than $10 million, was up by 5.7%. This was a significant rebound from 2012 and was the highest growth rate among organizations in the analysis. Medium organizations, with annual total fundraising between $1 million and $10 million, had an increase of 3.8% in 2013. Small nonprofits, with annual total fundraising less than $1 million, grew their fundraising 3.6% compared to 2012. Online giving in 2013 grew 13.5% year-over-year for the 3,359 nonprofit organizations in the analysis. Online fundraising continues to be a growth engine for nonprofit organizations, and there is no reason to expect this growth to slow for the foreseeable future.
  • #10: The analysis looked at the distribution of giving across all of 2013. More than one-third of all charitable giving happens in the last three months of the year, and this trend has remained consistent for several years now. We did see a decrease in December giving, from 18% in 2012 to 17.5% in 2013. There continues to be a spike in giving during June that happens because of a focus by some nonprofit organizations on end-of-fiscal- year giving. This trend continues to support the belief that nonprofit organizations can diversify their giving across the calendar year with the right amount of focus. Online giving also has a significant amount of fundraising taking place during the final months of the year. Just over 35% of online giving happened during October, November, and December of 2013. Both human services and public and society benefit organizations had very high concentration of online giving at year’s end. Almost every sector raised more than 20% of its annual online giving during December. The exception was medical research, which raised just 5.6% of its total online giving in December. This might seem puzzling considering that medical research organizations raised 22.5% of their entire fundraising in the last month of the year. This contrast is likely because the vast majority of online giving to medical research organizations is through peer-to-peer fundraising events. These run, walk, and ride events are often held throughout the year and very few happen during the month of December
  • #11: Totals 1/1/2014 through 6/30/2014 Application Count USD Amount eTapestry 255,926 $41,300,885.61   255,926 $41,300,885.61 Totals 1/1/2013 through 12/31/2013 Application Count USD Amount eTapestry 418,620 $77,152,473.69   418,620 $77,152,473.69
  • #12: Here is what we are doing. But, are we taking advantage? Growth is 13.5% for online……how can we make it even easier? We are engaging in a multi channel effort but if we understand the best practices of optimization we can make a real impact.
  • #15: 11 Donation Form Optimization Stats You Need to Know 72% of organizations put buttons, menus, or other elements on their landing pages that give potential donors the ability to “click-away” to other pages on their website. [tweet this] 12% of organizations offer an incentive to online donors in return for their gift. [tweet this] 93% of landing pages (e.g. a donation form) indicate that their page is secure. [tweet this] 1 out of 5 organizations don’t have a clear call to action on their landing pages. [tweet this] 17% have multiple conflicting calls to action [tweet this] Less than 50% of landing pages convey a clear reason to take action (eg. donate). [tweet this] Only 14% of landing pages convey a sense of urgency. [tweet this] 22% of landing pages include donation giving levels. [tweet this] 95% of landing pages include a link to their privacy policy. [tweet this] 1/3 of landing pages do not included 3rd party validation or credibility indicators. [tweet this] Over 80% of landing pages are not optimized for mobile. [tweet this] - See more at: http://npengage.com/nonprofit-fundraising/11-donation-form-optimization-stats-youll-wish-youd-known-yesterday-infographic/#sthash.N0y1PqRX.dpuf
  • #18: Big visual on top. Call to Action Nothing distracting on the side Match online form with thank you!
  • #21: Get CSS from web designer Or pantone colors Create basic template to match Change the message, signator etc. based on the season
  • #23: The goal is to get a gift!
  • #31: Most segments are based on three key factors: Demographics and Lifestyle (observable…location, age, marital status, etc.) Preference and Opinion (survey-able…poll/ask what they think) Remember, segmentation is ongoing. Try to refine/reduce the size of your segments over time. The better you know your readers, the more targeted and relevant your messages will be. Be specific…the more specific your message, the greater the impact. Not all communications are for all of your constituents. Communicate with each of your segments in unique and relevant ways.