Who doesn’t want to increase the life time value of their donors?
Join Fi McPhee as she explores what makes an effective retention program, how you can plan to secure second, third and more gifts from your new donors and what your opportunities for increasing the value of your current donors are.
Following the journey of donors through their experience with us as causes Fi will take you on an exploration of who we may be acquiring and how that affects how we can retain and grow them as donors. She will share insights to help you acquire with a plan to retain, and upgrade strategies for increasing the value of those you retain in both the short and long term.
We then look at how to build and review a retention program looking at the key insights for why, how and what delivers strong donor retention and what you should be testing to continually improve.
This session uses case study examples to explain the theory and insights. Session information will provide a good grounding for beginners, and intermediate to advanced fundraisers ideas to enhance or extend their programs.
High net worth individuals require a very dedicated and specific engagement approach, one which requires dealing with gatekeepers, longer lead times, with a highly personalised and often discreet outreach.
This session will guide you through working with this important donor group and their advisors, to better understand and manage their expectations and concerns that will positively impact your major gift fundraising.
Session Grading: General Fundraiser (all fundraisers) / Beginner Fundraisers (less than 2 years experience) / Intermediate (2-7 years experience) / Advanced (more than 7 years experience)
At About Loyalty, we believe that what people do is fundamentally driven by how they feel.
For example, the likelihood of a supporter continuing to donate depends to a significant extent on how they are feeling towards the charity (and about life in general!).
This session shares some key insights from the results of two major research projects into charity supporters.
Specifically, these projects have measured how supporters are feeling, and quantified how this has an impact on their future likelihood to continue to offer financial support.
This session will help you understand which supporter emotions are important to nurture for securing long-term financial support, and how to adapt your communications when there are many strong external influencers outside of your control as we saw throughout 2020.
In the film industry, the ‘Greenlight’ is the process by which the decision is made to produce and finance a film. Developed over 100 years of Hollywood practice, it resembles a ‘wise crowd’, producing high-quality decisions that are better than individual expert or committee.
Sydney Children’s Hospitals Foundation has taken this concept and, with Compton School, built is own Greenlight Pilot to see if this film financing process can be applied to decision-making about philanthropic funding for paediatric medical research. The aim is to attract investment in the early stages of development of new and innovative ideas that would not otherwise come to light or indeed be funded.
This presentation will map the Foundation’s journey of identifying and deciding to pilot the approach as well as how researchers, philanthropists and fundraisers became our ‘Greenlight community’. We will share learnings on this novel approach to securing catalytic philanthropy where donors help to shape the research projects they wish to support, inviting them to be co-creators through opportunities such as sounding boards and mentoring. We will also discuss the voting process and the relationship developed with researchers, arming them with the skills needed to secure funds through the Greenlight Pilot and beyond.
What’s your strategy, what’s your plan? Usually crucial questions to ask, before prioritising your work. However, when you know in the pit of your stomach that you can’t afford to be left behind, how do you overcome that paralysing fear and just get on with the task at hand? Not letting a small team and limited budget stop her, hear how Vicki integrated gifts in wills fundraising into the everyday fundraising mix for Charlies Foundation for Research.
This session will take you through 3 keys things that you can do today, to get your Gifts in Wills program up and successfully running straight away.
Most nonprofits raise money the hard way: expensive galas, donor dinners, one-time campaigns, trips to the field and one-off donations. Besides the fact that these approaches are unpredictable and time-consuming, many of them are no longer available during Covid-19 and social distancing. It’s time to invest in a recurring-first fundraising future, and this year may just be the forcing factor you’ve needed. In this session, Viktoria will unpack the principles charity: water used to build a $20 million/year (and growing) recurring revenue program called The Spring, which is filled with passionate givers from all around the world and continues to revolutionize the way we think about the future of fundraising.
The 2019/20 bushfire seasons was one of the worst on record, devastating so many communities and having such an impact on our sector in particular. The good - from this, we saw an outpouring of generosity from members of the public, including the epic $51million raised by Celeste Barber. The bad - but we also saw from this incredible act of generosity the blurred lines, boundaries and legal issues associated with this. Then it turned a bit ugly, with many stories questioning whether support was reaching communities that needed it the most, leaving some supporters to ask – where did my funds go?
Bush Heritage worked in partnership with a collaboration of four companies LemonTree, Conversr, More Impact and Cornucopia which led to outstanding RG acquistion results of its previously non converted leads that sat dormant. This was achieved through gaining an understanding of the best way to effectively engage these cold and untapped prospects via multichannel communication including the latest machine learning and AI techniques. This resulted in strong recruitment of over 300 RGs at a impressive CPA of just over $400. The learning from this inaugural campaign has led to completely changing the management of Bush Heritages conversion and engagement approach .
Session Grading: General Fundraiser (all fundraisers)
1. Have you ever logged into a team meeting only to land in the middle of a colleague sharing information that’s more suited to friends and family on the weekend, not Monday 9am?
2. Do you have someone who seems to push boundaries and barriers and everything you do just doesn’t seem to stop them; they just don’t get it?
3. Would you like to have clear and professional barriers and boundaries in place so that you and the team feel protected and safe?
Barriers and boundaries can be tricky when you are not sure how and what to share, or when you have a colleague who seems to overshare.
Barriers and boundaries are not about being closed off and always pushing back with saying “no”.
Barriers and boundaries are about being clear and professional. As Brené Brown says, “Clear is Kind.”
Barriers and boundaries protect you and the team so that people do not feel as though their personal (emotional and physical) safety are not challenged.
In this dynamic session learn why some people are over-sharers and others are a closed book! You’ll learn how to identify the differences in people and how to effectively and professionally handle those awkward situations. Learn how to set boundaries, hold them and when, only in exceptional circumstances, to break them. You’ll put clear is kind into real practice.
“A goal without a plan is just a wish” said author, Antoine de Saint-Exupéry. When it comes to fundraising, that is very much the case. We have assumed there's a correlation between having a development plan and successfully raising money. But are we correct? What other factors go into fundraising planning and an organization's ability to meet its fundraising goals?
Barbara O’Reilly, CFRE, Principal of Windmill Hill Consulting, will talk about how to build in the right strategies to connect with and retain donors to improve donor engagement and raise more money. She will share findings from a global research study they recently completed that is the first of its kind to look at how development planning contributes to fundraising results. You will hear why fundraising success and revenue growth are linked not just to the act of writing a fundraising plan. She'll also share tips on setting metrics to measure your progress, engaging staff and volunteer leaders, and building a strong, sustainable donor experience.
You will come away learning:
How to identify the components that are essential to fundraising success
Ideas for using data to inform your nonprofit’s fundraising strategy
Donor engagement best practices to inspire greater investment in your organization.
What metrics you will need to track your progress against your goals
Tips to train, empower, and inspire your board to play a role in donor engagement
Session Grading: General Fundraiser (all fundraisers) / Intermediate (2-7 years experience) / Advanced (more than 7 years experience)
In 2020 Save the Children Australia launched its first Impact Investment Fund, raising an initial $6M from corporate investors, philanthropic foundations and high net worth individuals. The objective of the Fund is to generate social impact and financial returns for investors, by making debt and equity investments in enterprises focused on addressing social and humanitarian issues.
Through Save the Children Australia’s network of programs and partners, the Fund will be able to access a pipeline of enterprises working on the social problems aligned with Save the Children’s mission. The Fund intends to leverage the strength of Save the Children’s global platform, networks and capabilities to help those enterprises scale up.
This session will focus on Save the Children’s journey to entering the impact investing space, and explore some of the challenges and opportunities for fundraisers at not-for-profits.