Expert Knowledge Archives - Trellis https://trellis.org Powering global collective impact with modern fundraising Thu, 08 Jun 2023 01:18:04 +0000 en-CA hourly 1 https://wordpress.org/?v=6.2.2 https://trellis.org/wp-content/uploads/2020/09/cropped-trellis_site_icon-32x32.png Expert Knowledge Archives - Trellis https://trellis.org 32 32 7 Tips to Raise More Now and into the Future https://trellis.org/blog/charity-support/7-tips-to-raise-more-now-and-into-the-future/ Thu, 08 Jun 2023 00:47:54 +0000 https://trellis.org/?p=7177 Fundraising events aren’t going anywhere, and while events remain a great way to raise funds today, organizations often leave them there.  But, modern organizations are incorporating tactics to raise 20%...

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Fundraising events aren’t going anywhere, and while events remain a great way to raise funds today, organizations often leave them there. 

But, modern organizations are incorporating tactics to raise 20% more with their events right away, and then using the new Trellis and Raiser’s Edge integration to easily identify new high-potential supporters directly in their CRM. This insight is helping organizations prioritize the best individuals to nurture towards becoming long-term donors, creating a sustainable future too. 

Follow the 7 steps below, and discover how you can easily raise more now and into the future. 

For help getting started, connect with the Trellis team here. 

 

1. Know where your supporters are coming from. 

Using marketing tactics like affiliate links, understand where your supporters are coming from, and focus on the channels that best drive traffic to your events. Raising more starts with an engaged donor base. 

2. Make giving simple and all-in-one. 

Consider the donor experience and how to simplify supporting your cause. Bringing all the elements of your fundraising event to a single page and checkout will make giving easier for you and your donors. 

3. Incorporate strategic donation upsells. 

Ask auction participants to donate their auction bids if they aren’t the winning bidder, or prompt supporters to make a donation at checkout when purchasing event and raffle tickets. These tactics alone will raise you 20% more, and with a technology partner like Trellis, you can set them up in minutes. 

4. Try bundles to make giving even easier. 

Bundle up commonly purchased items into a single option to simplify the process for supporters, and to maximize your transaction size. Don’t forget to add a donation to the bundle! 

5. Highlight your impact.

The ‘why’ behind your cause is the ultimate reason individuals choose to support your organization. Leading with your ‘why’, sharing stories of life change and celebrating the impact of donations will inspire and encourage more gifts. 

6. Use Raiser’s Edge to easily identify donors with the highest potential for your organization.

When hosting your fundraisers with Trellis, the online fundraising platform, you’ll be able to easily integrate your donor data directly into Raiser’s Edge. Without even clicking a button, see which donors have chosen to make a strategic donation upsell, and who to start with when nurturing supporters. 

7. Nurture your supporters into longtime donors.

Using the insights gained through affiliate links and donation upsells, all highlighted in Raiser’s Edge, prioritize the highest potential donors first in your nurturing strategy. Personal connections, educating supporters about your cause, and providing opportunities to engage are just the beginning of turning supporters into longtime donors for your cause. 

Still have questions? The Trellis team has answers. Connect today

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How to Easily Run an Online Raffle or 50/50 – A Step by Step Guide https://trellis.org/blog/raffles/easily-run-a-raffle-or-5050/ Fri, 29 Apr 2022 14:52:30 +0000 https://trellis.org/?p=6992 The post How to Easily Run an Online Raffle or 50/50 – A Step by Step Guide appeared first on Trellis.

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Online raffles and 50/50s are a fun and exciting way to raise more funds for your organization. Thought that was it? Guess again… Online raffles can also help you expand your donor base and build new long-lasting relationships. Through unique features such as the donation upsell you’re able to gain donors not just for your raffle but for future fundraising events!

Running an online raffle or 50/50 can seem intimidating but with an excited and knowledgeable support team, helpful resources and an easy-to-use platform, it’ll be a breeze. Follow the steps below to raise 15% more on your next online raffle or 50/50.

1. Check Raffle Regulations in Your Area 

The key to a successful raffle is making sure you’re eligible and have picked the right raffle license type for your organization. Not sure where to start? We’ve got you covered! Our online raffle regulation quiz (or as we like to call it, “what raffle license type are you?”) will tell you the best raffle license for your organization in 2 minutes! Don’t believe it will be that fast? Start the timer!

2. Choose a Software Provider

The right tools can take your fundraiser to the next level; software should not be overlooked when planning your online raffle or 50/50. The right software can save your team time, increase your ticket sales, help you raise additional funds, and transform your marketing efforts. Sounds too good to be true? Well, meet Trellis and let’s see if we can change your mind

At Trellis, we are a team of fundraising experts who have helped hundreds of organizations surpass their fundraising goals with raffle, 50/50, event and auction software. Between Trellis and our network of expert partners, we’ve got you covered for all things raffles, marketing, and fundraising strategy. If you want any help or additional resources, reach out and book a free consultation to get your questions answered. We’d love to hear from you!

3. Consider Adding Other Features

Curious why Trellis raffles consistently raise more? We’ll let you in on our fundraising secret! We encourage organizations to add more! For example, donation upsells, auctions, event tickets, and e-commerce sales. In fact, organizations that have 3 or more fundraising elements raise more than organizations that don’t! Give your donors more ways to give and watch that thermometer grow! 

And hey if you don’t have the capacity to find auction items or more prizes, start with a donation upsell at checkout and get ready to raise 15% more and find new donors for your organization! (Trust me your board will love it when you tell them this pro tip.)

add a donation upsell to your raffle

4. Set up Your Raffle

Selling online raffle tickets for your fundraiser will be seamless once you design and build your event page on Trellis. Put your branding, story, and impact at the forefront of your page by adding images, videos, and your raffle prize sponsors. This process is easier than drag and drop and gives you full control.

Branding your event page and highlighting your impact shows your raffle ticket purchasers what they’re contributing towards and gets them more excited to give! Your story will engage your donors, don’t be afraid to share it!

branded event page

5. Launch Your Raffle

Easily launch your online raffle or 50/50 ticket sales with the click of a button! Easy peasy lemon squeezy. Don’t believe us? Let us show you in a demo!

6. Marketing Your Raffle

If you’ve run a raffle before you know that the right marketing can make or break your raffle’s success. To ensure you have the tools to succeed (as well as our personal inside tips and tricks) we’ve put together a list of tried and tested raffle marketing strategies. These tactics will help you exceed your fundraising goals and raise more for your cause! All you have to do is check some boxes. Learn more in our checklist here.

7. Draw the Winner

Say goodbye to the hassle of drawing an in-person raffle or 50/50 winner, and say hello to ease! A winner for your raffle is chosen using our certified random number generator when you use Trellis. We’ve got all the bases covered!

8. Say “Thank You” to Your Purchasers

Don’t forget to send out those thank you emails! Thanking your purchasers and donors will aid you in building long-lasting relationships and therefore raising more for your cause! 

With the right software solution, running an online raffle can be an easy way to raise more for your organization. For the next steps take our raffle licensing quiz to find out what license to apply for! Want to jump right in? Sign up for a demo for insights into what other organizations did to succeed with their raffles!

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Data Tracking for a Successful Fundraising Event https://trellis.org/blog/expert-knowledge/fundraising-data-tracking/ Thu, 24 Mar 2022 19:36:59 +0000 https://trellis.org/?p=6963 The post Data Tracking for a Successful Fundraising Event appeared first on Trellis.

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A successful fundraising event that brings in funds for your cause – the ultimate goal. But how do you measure whether your event is a success? How do you tell which channels are working so you can double down and increase your results? 

Event data tracking is a crucial part of your fundraising event’s success. It is important to track and learn which of your marketing efforts are working so you can drill down on what’s really working for your organization. And, when you blow your fundraising goals out of the park, and your Board asks how, you can have a clear answer as to why you saw such great success. Now, there are lots of ways you can approach this, but we’re sharing our two favourite ways – custom checkout questions and affiliate marketing links. 

 

Custom Checkout Questions

Custom checkout questions give you the chance to ask specific questions as your donors are buying their tickets, allowing you to collect data you wouldn’t usually have – a huge win! 

Set up a custom question at checkout so that when a guest buys a ticket you can ask them how they heard about your event. Our research shows organizations that make this question required with a few drop-down options for donors to pick from get the best results. 

Here is an example of a question and drop-down options for you to steal! 

How did you hear about our event?

  • A friend or family member
  • Social media
  • An event partner’s social media
  • An email newsletter

Trellis Top Tip:  Don’t be afraid to make changes as you go! If right at the beginning you notice everybody is coming from social media, use that insight to steer how you keep promoting your event. 

 

Affiliate Marketing Links

Affiliate marketing links allow you to create specific links for different promotion channels such as social media, websites, event partners, board members, or your email signature. You simply choose a name for your link to create it, start using it for the channel it was designed for, and can easily track the results to see how it is performing. It’s that easy!

After the event, you can see which channels drove the most engagement for your ticket sales. And, if this is new to you, don’t worry getting started is simple. We’ve got you covered!

Trellis Top Tip: Our favourite affiliate marketing link idea is to make inviting people a game. Create custom affiliate links for your organization’s supporters, and set a goal of how many invites you want them to send out. Then each week, give an update on how many emails were sent, and how many people have bought event tickets as a result. When the event ends announce the winner of who brought in the most guests! 

Next Steps

Data collection may seem new to you and as a result a little intimidating. If that’s the case, we’re here to help! Download our guide here to find more actionable steps as well as other tips on marketing your next fundraiser. 

We know not all ticketing, event, or auction platforms are built the same and we’d love to show you the data tracking features we have built into Trellis. Join a demo here. On the call, we’ll also share some more Trellis Top Tips to help you grow your fundraising!

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The Trellis First Fundraiser Guarantee https://trellis.org/blog/expert-knowledge/first-fundraiser-guarantee/ Tue, 13 Jul 2021 17:20:28 +0000 https://trellisorgdev.wpengine.com/?p=5562 The post The Trellis First Fundraiser Guarantee appeared first on Trellis.

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Following the Trellis journey, we know your first fundraiser is going to be a success. We’ll even guarantee it! Follow our process and if you’re not able to raise more with your first fundraiser, we’ll give you your money back, no questions asked!

Steps to Success!

We’ve got your back here at Trellis, complete all of the following steps and we’ll guarantee your first fundraiser will be a success!

Attend a Demo

Learn about Trellis and why our platform can help you raise 25% more! Joining a demo will allow you to see why Trellis is the right fit for you!

Take the first step towards success.

Attend Onboarding

Meet one of our fundraising specialists to learn how you can build your page to raise more and include all of our fundraising drivers in one place.

Ready to meet a fundraising specialist?

Complete a Check-In

Emails, calls, a pre-event run through when you’re using live streaming, we’re here to make sure your event goes off without a hitch!

Connect with Support

For technical support like “How do I set this up?” or “Where do I find this?” we’re here to help 8-4 PST Monday to Friday. Don’t worry, we’ve got you covered.

Curious to see what kind of support guides we offer?

Launch your Page Three Weeks Prior to your Event

We recommend launching your page three weeks before your event to get ample time to raise money before the big day!

Peace of Mind Support

If there is an emergency, we are there to give you peace of mind with on-call support. But, when you follow our process, you will find you don’t even need day-of-support! You’ll have the confidence to run your event, but of course, if anything comes up unexpectedly we’re here for you!

No Questions Asked

If you follow our first fundraiser guarantee and complete all the steps included we know you’ll raise more for your fundraiser, but if you don’t or you leave your Trellis experience disappointed we’d be happy to give you your money back, no questions asked (crazy I know)! What’s even crazier, we’ve never had to do it before, and we want to keep our streak going so we’re going to give you the best experience possible!

 

What are you waiting for?

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Auction & Raffle Item Sourcing and Strategy FAQs https://trellis.org/blog/expert-knowledge/auction-raffle-item-sourcing-and-strategy-faqs/ Tue, 29 Jun 2021 15:38:26 +0000 https://trellisorgdev.wpengine.com/?p=5343 The post Auction & Raffle Item Sourcing and Strategy FAQs appeared first on Trellis.

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Meet the Expert:

Hi, I’m Dave Wille, founder and co-owner of AMS Chicago, a fundraising consulting company based in the greater Chicago area (with studios in St. Louis, Kansas City and Scottsdale).  Our focus for over 15 years has been on helping non-profits and other charitable organizations enhance their fundraising efforts, and results, through free fundraising consulting and select consignment items and experiences.  

We currently support over 300 local charities with their fundraising events by providing unique signed and unsigned sports and entertainment memorabilia, local (Chicagoland) experiences, and expert destination getaways—all on a consignment basis.  There is no upfront cost, the charity only pays the consignment price for items they sell, and any unsold items are returned at no cost.  Our AMS consultants work side by side with each charity to help them strategically select the items most appropriate for their anticipated audience, type of event and time of year.  We believe ‘less is more’ and find that historically organizations will raise 2 to 4+ times the consignment price in their fundraising events.  All AMS consultants have been on the fundraising side of events, and we work hard to ensure there is both ‘fun’ and ‘fundraising’ in all events we support.

Frequently Asked Questions:

What is the best way to source items?

By far the best source of items for your charity event will be straight donations.  These cost the organization nothing, and all dollars raised go straight to helping support your cause.  If you are lucky to have a support base who can continually provide donations, and donations that are valued by those attending your charity events, auctions and raffles, you are in great shape.  However, for many charities they find that gathering donations is very time consuming, tedious, difficult, and they continue to receive the same donations year after year.  Those are times to selectively include some consignment items in your next fundraising event.

When should I consider using consignment items?

When you see you have gaps in the donations – that’s the time to consider including some consignment items.  Consignment items can fill in those gaps and provide some needed ‘excitement’ to your auction or raffle by providing items you normally would not have donated.  And any consignment item or experience should both raise money itself, and provide that energy so that guests ‘bid up’ other donated items as well!  Consignment items can also be used to provide a ‘choice of’ items – consider a raffle where the winner gets his/her choice of a signed sports item from 3 different local teams.  You can secure the 3 items on consignment, increase your bidding as most people love ‘choices’, and then only pay for the one consignment item which is selected (the other two items are returned at no cost).

What do I look for when selecting a consignment partner to work with?

Just that, a partner.  Consider a fundraising consultant (or consignment house) that wants to help YOU raise the most dollars for your cause, not move the most items off their walls.  There needs to be a trust factor in terms of the quality of the items, so get some references and/or make sure you visit and talk to the consultants/owners directly.  Do all signed items have a certificate of authenticity?  Do they have a range of price points available to meet your various needs and gaps?  Do they allow you to select as many or as few items as you feel you need, or do they have a minimum required?  Do they have a set consignment price for each item, or are there some hidden fees or do they also ask for a percentage of dollars raised?

AMS Chicago is a preferred partner to 300+ charities over the years.  We retain our relationship with those charities because we provide high quality items and experiences, unmatched client service, set consignment prices about half of the retail value (so charities have the upside revenue potential), no minimum or maximums, and we are there to help you select items and work with you directly throughout your fundraising process.

How important is the authenticity of signed items?

Having a hologram and/or certificate of authenticity for any signed item, from a renowned source, will definitely increase the value of the item and thus your fundraising dollars.  All signed items from AMS Chicago come with a certificate of authenticity from the athlete/celebrity, his or her agent, or one of the 3-4 highly respected third-party authenticators.  We also work with organizations who have signed items donated to get those third-party authenticated prior to their charity event, when possible.  We do find that having the authenticity with any signed item, donated or on consignment, can yield results up to double that of an unauthenticated item.

How many auction items should I have in my event to maximize the fundraising dollars?

The general rule-of-thumb is one item for every 4-5 guests – but that can vary based on the event and other fundraising activities you have going on.  It’s better to have fewer items and generate more competitive bidding and thus more dollars raised, than having too many items.  But it is also important to have a wide enough range of items and price points to meet the needs and interests of your anticipated guests and attendees.  This is even more important with virtual events and online auctions as the breadth of donors and sponsors and bidders increases immensely.  For these events we tend to see a few more items and experiences included, but key here are items that will look ‘great’ via an online photo since bidders won’t necessarily see and feel each item.

What items sell the best?  What items should we look to include in our next auction?

The key is to include items geared towards your invited guests and supporters.  Local experiences always do well, as do select ‘getaway’ trips.  And yes, personal pet portraits, particularly being shut in due to COVID, are popular.  If you have a celebrity in your ranks, create a local experience with him/her.  If you are a school or religious organization, preferred parking is one of those experiences that cost little (or nothing) and can raise interest and dollars.  Sports items always seem to do well, and entertainment items are now creating more energy and excitement.  And providing guests with a ‘choice of’ items (via consignment) have also done well!

What strategy is best for pricing items? Should I provide the ‘value’ and list a ‘buy it now’ price?

An effective and creative pricing strategy, just like creative packaging, can increase interest and thus bidding and thus fundraising dollars.  AMS Chicago works with many charities on their pricing strategy at no cost to the organization.  For some auction items which will have a broad appeal we might see a lower opening bid (relative to the value of that item) as we know there will be lots and lots of bids.  For items with a more limited appeal, the opening bid might be higher so that dollars are raised if there are only 2-3 bids on that item.  Generally adding a ‘value’ for each item is helpful as it can encourage people to bid higher.  But some of those items likely are ‘priceless’ and should be listed as such (aka, a celebrity experience, a one-of-a-kind item, etc.).  And yes, we do like to see a ‘buy it now’ for those attendees who might just like to put down a bid, win the item and then experience the rest of the event.  But generally, no more than one-fourth to one-third of those items are ‘buy-it-now’.

What should I look for in technology and auction software to help support my next fundraiser?

Again, look for a partner – someone with expert software who is also there to help you maximize that software for your specific event.  Are you doing an in-person event or virtual?  A live auction, silent auction, raffle, or all of these?  If online, are you communicating via text or email or both?  Will they be there for your next event, and the one after that? Many technologies have these capabilities, but ease of use and having online or personal support is critical, particularly with your first event/set-up.  And more and more we are finding that charities want and need to use these technologies to better communicate their ‘cause’, which is generally the most important thing a charity can do to increase their fundraising!  The Trellis technology is expertly geared for this communication, and several AMS/Trellis clients have benefitted from this technology in their recent events – raising more dollars than in past fundraisers.

Want more help executing your next auction or raffle?

Learn More About AMS Chicago

Ready to see an example of an auction on Trellis?

Join a Live Demo

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The Four Ways to Run a Fundraising Event Post COVID-19 https://trellis.org/blog/expert-knowledge/post-covid-events/ Tue, 22 Jun 2021 18:12:49 +0000 https://trellisorgdev.wpengine.com/?p=5074 The post The Four Ways to Run a Fundraising Event Post COVID-19 appeared first on Trellis.

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We can all realize that there are benefits to both in-person and virtual events. At in-person events, we can more easily engage, connect, and network with donors and attendees. Virtual events can expand donor reach, reduce the cost to attend, and your team’s budget and human power requirements. 

The New Kid: Hybrid Events

To be able to incorporate all these benefits into one event we want to introduce you to the new kid on the block, say hello to hybrid events!

There is a spectrum of hybrid events that can tie together in-person and virtual elements, below we’ll overview some of the most popular event structures that modern charities are planning.

For examples of these event types and the virtual elements used, read The Future of Fundraising Events guide. 

In-Person with Virtual fundraising

In-person events with virtual fundraising elements allow donors to have the ease of participation leading up to the event while still enjoying the connection and engagement of a classic in-person event on the day of. Ticketing, donations, and the silent auction would be online, maybe even a raffle. For this structure the lead up to the event is crucial. To keep donors engaged leading up to the event a silent auction or raffle is a great choice! The virtual fundraising elements also allow for donors who are not able to attend the in-person event to support your cause. 

In-Person with a Small Livestream Audience

In-person events with a small livestream audience allow you to reach donors who may be further away or who aren’t comfortable attending in-person. There is still the use of online fundraising elements yet this event appeals to a wider donor base and allows all attendees to participate together in one event. For example, they can all bid on the same silent auction items or contribute to the same raffle – no matter where they’re tuning in from. 

Virtual Event a VIP In-Person Audience

Virtual events with a VIP in-person audience still allows for the attendees to engage together yet there is more focus on including the virtual aspect. With this event type, you have to make sure everyone feels like the event was made for them, whether they are virtual or in-person. An example is including catered activity boxes for the virtual attendees that line up with activities the VIP in-person audience is taking part in. Connecting the two audiences is key in this situation.

Purely Virtual Event

The purely virtual event is where all guests attend from home. This event type saves on costs and time, requires less manpower and still allows donors to tune in from near and far. The ease of execution is increased in comparison to an event with in-person elements.

Next Steps

Virtual elements are here to stay but that doesn’t mean we can’t continue to enjoy in-person events. As the world returns to normal and in-person events become safe again, to truly create a seamless donor experience that helps you maximize your fundraising, virtual elements must be incorporated. 

In The Future of Fundraising Events Guide, we dive deeper into these four event types as well as other key insights that will help you succeed with your fundraising. In this guide you’ll see examples of what others have done as well as the benefits of each event type to determine which will best fit your organization and your donor base. 

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“Virtual Events are Here to Stay” – Your Donors https://trellis.org/blog/expert-knowledge/virtual-events-are-here-to-stay/ Thu, 03 Jun 2021 17:36:25 +0000 https://trellisorgdev.wpengine.com/?p=4706 The post “Virtual Events are Here to Stay” – Your Donors appeared first on Trellis.

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How are you going to provide more ways for your donors to give? How are you going to provide ways for your donors to give virtually and in-person? 

To answer these questions you’ll need to know what your donors are comfortable with and what they are expecting in 2021 and going forward. 

Don’t worry, my team and I collected data from donors and compiled the results into a report which you can download here. We’re here to give you a sneak peek of what your donors are requesting!

Fundraising Elements

We asked donors to give us the juicy details on exactly how they plan on supporting your organizations. The results we got are below:

Donors are expecting to give more virtually than in-person this year. To get the most out of your fundraising we recommend meeting your donors where they want to be!

Trellis can help you convert your in-person event to virtual or hybrid so that you can get the most out of your fundraising efforts!

Moving Forward

It’s great to know what donors are expecting for this year but moving forward when in-person events are safe, what will donors want? 

Don’t worry, we’ve got your back. 89% of donors expect to attend at least one virtual event in 2021 (and 76% in 2022). Find some common ground, donors are hoping for a mix of virtual and in-person events (assuming both are safe).

Looking further ahead we wanted to know, would donors attend more in-person or virtual events if we assumed both are safe to do so? The donors’ response was conclusive, virtual events are here to stay. The results from this question are below:

Donor engagement is key to any successful fundraiser, therefore it is crucial to understand what your donors want. To dive deeper into these conclusions as well as other insights that will guide your organization to future fundraising success, download the Future of Fundraising Report. In this report, we have compiled our key takeaways from hundreds of fundraising events to obtain the data you need.

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The 3 Questions Your Gala Guests Need Answered Before They Donate https://trellis.org/blog/expert-knowledge/3-questions-your-guests-need-answered/ Tue, 01 Jun 2021 17:49:38 +0000 https://trellisorgdev.wpengine.com/?p=4685 The post The 3 Questions Your Gala Guests Need Answered Before They Donate appeared first on Trellis.

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Hello! I’m Jerry Goldstone, Benefit Auctioneer and fundraising consultant for non-profits through my company Benefit Emcee. During my 20 years as a benefit auctioneer, professional speaker and public speaking trainer, I’ve learned how to craft and present a message to fundraiser attendees that will maximize their donations. I’ve helped hundreds of nonprofits not just exceed their fundraising goals but have a great time doing it!

Many organizations struggle with how to present their Fund-A-Need (aka Paddle Raise or Special Appeal) for the best results. No need to worry. Knowing what donors respond to is key and that’s what I’m here to tell you today. 

I will introduce you to the three questions your gala guests need answered before they will donate to your Fund-A-Need. When you’re able to answer these questions—and convey that information to your guests—you can confidently present a solid, compelling appeal to help you exceed your fundraising goals.

Let’s get right to those questions!

Question 1: What is it for?

Seems obvious, right? Yet often, it isn’t. 

Donors want to have a clear idea of how their potential donation will be used. In fact, in Donor Centered Fundraising, fundraising expert and author Penelope Burk presents research that indicates three out of five donors say that knowing exactly what the organization intends to do with the money they raise strongly motivates them to give. She goes on to say that more specific and focused fundraising appeals raise more money, improve rates of renewal, and inspire higher average gifts. 

Keep your donors informed. With Trellis you can customize your fundraising page to tell your story! Find out more by joining a live or pre-recorded demo with our team.

It’s crucial during the gala, then, to highlight what you do with donations. Here’s a quick checklist to jump-start your fundraising approach.

Checklist

Script moments during your fundraiser to explain what your organization’s specific program and services are.

  • These moments can be within videos, remarks by speakers, and during the Fund-A-Need. Use your event as an opportunity to educate your audience. Nonprofits frequently assume current and potential donors know what they do, but often they provide services and programs people are unaware of — some of which may be even more compelling to them than your overall mission. 

Highlight accomplishments of the previous year to show how donor’s previous gifts were used.

  • After the highlights, thank and toast the guests present who donated at last year’s gala to celebrate the results of their giving. 
  • Instill confidence in potential new donors that their first gift will be well spent by your organization.

Have your Fund-A-Need offer donors choices rather than donations going into one big pot.

  • Try to avoid “generic gives” where everything goes to the General Fund — it dampens excitement and will cost you lost donations. Nobody wants to donate to pay the electric bill!
  • Give people choices to support something about which they’re most passionate. At a school gala, for example, one donor may give enthusiastically to the arts programs while another is passionate about technology. 
  • Commit to donors about how their donations will be used. It’s more motivating for donors to fund something specific — “a gift of $500 will fund 2 Chromebooks” or “your $2,500 donation will feed 40 malnourished children for 2 months.” 
Some non-profits have policies that mandate they can only receive donations as unrestricted or general funds, but it’s still a good idea to describe many specific programs, services, or needs that you have as examples of how the dollars will be used. Explaining by example where the money goes still educates the donors and affords you the benefit of their understanding more clearly “what is it for.” Also, feel free to include an unrestricted giving option among your choices — some donors actually do prefer that.

Question 2: Why should I care?

Now that you’ve given them the facts, it’s time to appeal to their hearts. All the info in the world won’t move a guest to give if they don’t really care about your cause. 

The way you present your need determines how donors respond to it. Your job is to make the audience feel how both the problem and the solution affected those in need, and wherever possible, make it relevant to them to generate their empathy.

  • Paint a “before” and “after” picture. Explain to your guests how their donation will change someone’s life. For the “before” picture, describe the problem that exists right now, and then how the charity can address it. Then present the “after” picture with the problems addressed — a story with a happy ending. Emphasize clearly that the “before” picture can be transformed into the “after” picture because of the support of the donors.  
  • Make an emotional connection.  There’s no better way to illustrate the “before” and “after” picture than a testimonial speaker (either live or on video) whose life was changed for the better by the charity. Their story lets the audience experience the speaker’s journey, struggles, and then a happy ending.
Wondering how you can add a testimonial video to your fundraiser? On the Trellis platform, you can upload videos directly to your fundraising page, making it even easier to make that emotional connection.
  • Transform a seemingly unrelatable need into a relatable one. Find a way to bring it close to home by putting yourself in your guest’s shoes.

How do you frame the need in a way that makes them care? As any good salesperson can tell you, people do not respond to a feature—but they do respond to a benefit. So, it’s not enough to tell someone about what your Fund-A-Need is for. You need to tell them how it fixes a problem that the donor has feelings about. 

Here are some examples I’ve encountered where what could have been a boring request for money was made more real (and attractive) through the use of emotion.

Identifying the Emotional Core

Dig deep enough and you can find the emotional core of any given problem that needs fixing.  

The closer a need is to someone, the more passionately they’ll support it. If you’ve lost a family member to cancer, you’ll strongly support cancer research. If your life was positively affected by an adult role model as a youth, you know the benefits of mentoring firsthand. If you’re an animal lover, you’re more inclined to give to the local pet shelter. 

Just as the closer a need is to you the more likely you’ll donate, the converse is true as well. That’s why an emotional story is so important. It’s difficult not to be moved hearing a parent’s joy over their child attending a school they could never afford without tuition assistance. Or seeing a wounded veteran who can resume living independently. Or learning of someone whose parent passed away with dignity and comfort thanks to hospice care.

Even if the specific need isn’t close to home, a guest can relate to and feel sympathy for someone overcoming a challenge, having their life turned around, or getting help during a difficulty.  

Some needs are more challenging to sell. A wealthy private school I worked with was celebrating the 30th year anniversary of a wonderful mentoring program they have for inner-city kids in the local public school district. Every year the Paddle Raise funded needs for the private school students, but it was decided that this year every dollar of the Paddle Raise would go to the mentoring program. 

So, our challenge was: How do you get parents to donate when literally zero dollars of their donations will go to their own kids?  We crafted a message that said to the parents “You send your kids to this school because the way it conducts itself role models the kind of people you want your children to grow up to be—generous and kind to those who need it most. Supporting our Paddle Raise is your opportunity to be a role model too.” Once they self-identified as the type of parents and people who care about their neighbours and want their kids to as well, the money raised far exceeded expectations!

If the answer to “Why Should I Care” is not initially obvious, don’t give up until you have an answer. Giving up can cost you thousands of dollars in lost donations. Look at the problems you’re addressing and try to find a way to connect them to your guests by linking to something in common or universally human. 

Question 3:  Why do I need to give right now?

You’re almost there! Now that your audience knows what they’ll be supporting and you’ve gotten them to care, you still need to answer their question, “Why do I need to give right now?”  

Undoubtedly, your organization has asked for donations during the year on one or more occasions. Guests might be thinking, “I’ve already given you money this year; why do I need to give again right now?”  

Here are some action steps to convey to guests why they should give now.

The very purpose of the gala is to raise a significant amount of donations. People may not be aware of what a large part of an annual budget comes from the fundraiser. 

  • Use the gala to remind them! 
  • Upfront in the program, after the welcomes and thank yous, explain that this is the Big Night — the fundraiser that is both important and urgent.
  • Repeat and expand on that message before your Fund-A-Need appeal.

Focus on what’s time sensitive. What would happen if the money wasn’t received now? Spell out those consequences. Here are some examples:

  • For a disease you want to cure, every month matters to the sick people suffering or dying who could benefit from the research.
  • An orphanage without the capacity to house all the kids needing shelter is literally turning children away.
  • Pre-school scholarships for low-income families must be funded before the school year starts or the parents won’t have day care.

Create a sense of urgency. Don’t worry that the problems you address sound too bleak or depressing on a night that’s supposed to be festive, social, and positive. 

  • There’s no need to soft-sell or diminish the importance of your work or the urgency with which the community you serve needs you. You must be direct or people won’t see the urgency of your request. 

Provide a Happy Ending

  • Balance the seriousness of the problems by expressing the “After Picture” — the happy ending that will be achieved if donors step up to the challenge
  • Before asking for donations, tell them with confidence that you know they’ll come through again tonight.
  • Whatever the fundraising results are for the night, celebrate them as a big success. Every donor that gave deserves to feel good about their giving.

Putting it all together 

Put yourself in your guest’s shoes and ask yourself the 3 Questions. Once you can answer them, create a big picture message you can weave into and build on throughout the gala program. 

  1. Your donation will fund____
  2. You should care because ____
  3. It’s urgent because_____

To help keep the messaging consistent, provide your big picture message points to your speakers before they write their remarks, and to your videographer before they film videos. 

During your Fund-A-Need, precede the testimonial with brief remarks by a speaker — either from your organization or your Benefit Auctioneer — that succinctly answer the 3 Questions for your guests. 

Once you have answered the 3 Questions posed here, don’t be surprised if you far exceed your fundraising goals!

Do you want to hit your fundraising goal and fill your event with fun and feel-good moments? If so, Jerry is your go-to! 

Email Jerry to receive a fund-a-need appeal tips document, just include “Trellis” in the subject!

Trellis is an all-in-one fundraising events platform that can help you answer these 3 questions and exceed your fundraising goals!

The post The 3 Questions Your Gala Guests Need Answered Before They Donate appeared first on Trellis.

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Transform Your Event Marketing Success with SMART Goals and Data Tracking https://trellis.org/blog/expert-knowledge/smart-goals/ Wed, 12 May 2021 15:50:07 +0000 https://trellisorgdev.wpengine.com/?p=4498 The post Transform Your Event Marketing Success with SMART Goals and Data Tracking appeared first on Trellis.

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How do you know your event marketing was successful? Which marketing channels worked and which didn’t? Answers to these questions are critical to your organization’s growth and improvement. And more importantly, critical to your event success. Events can fail simply because the promotion and engagement leading up to the event didn’t cut it. 

The first step to avoiding this mistake can be learned from superstar marketer, Leann Yutuc from Inventa. Leann is a big advocate for the importance of goal setting and data tracking to measure the success of your event marketing. Leann’s SMART goal setting tips and data tracking hacks are summarized below. 

Watch the full webinar recording for more tactics on traditional, email, on-premise and social media marketing. 

Step 1: Finding Your Event Marketing “Why”

Before you can start marketing your event, you must figure out your “why.” This is the overall goal of your event. It’s what you want to accomplish, whether it’s revenue, increased engagement or something unique to you. This key piece of information will steer your marketing campaign and help you set your goals with a clear focus.

Step 2: Setting SMART Goals to Measure Your Event Marketing Success

So, you’ve got your event planned, you’ve figured out your “why,” what’s next? Before getting started on your event marketing, Leann recommends setting SMART goals to give you a clear direction and way to measure your success. Let’s dive into it!

S – Specific

If your marketing strategy is going to be successful you need to ensure it is directed at your target audience, so identify WHO you are targeting and where you are targetting early.  An important question to ask is, what platforms are your audience on? For example, if your audience is an older demographic you may want to focus on Facebook and email, while if it is a younger audience, maybe Instagram or Twitter is where you spend your time. The first step to a strong marketing campaign is knowing WHO you are marketing towards. This audience must be specific. If you are too broad you may not be targeting your supporters or some of your efforts might be going to waste. 

M – Measurable

For a goal to be valuable you need to be able to measure it. That way you can improve and build off of the learnings. Leann had an excellent point that goals need to be measurable throughout the marketing process, not just at the end. This way you can adjust and improve your strategy as you get closer to your event. 

Example: If you’re wondering what exactly should be measured, some great examples for social media are likes, comments and reshares. For email marketing, you’re looking more at open rates and clicks. 

A – Attainable

Unrealistic goals can feel just as unmotivating as not having any goals. It is important to ensure the goals you set are attainable based on your constraints. An example of constraints could be your budget or time commitment. If you are unsure what an attainable goal looks like for you, it’s a good start to set a goal for a short period of time. That way you can determine a strategy to meet the goal and at the end of the period assess how close you got and make a new goal accordingly. 

Example: If you’re trying to increase social media followers your short-term goal could be ten new followers on Instagram in one week. You could plan to do your usual posts plus one story and depending on how successful that is, create new goals appropriately. 

R – Relevant

Earlier, you landed on the “why” of your event, stick with that and keep the objectives and goals of your event in mind. Your marketing tactics should be in unison to ensure a solid and clear message. 

“You want to ensure that all of your marketing and all of your tactics are always in harmony with your event design.” Leann Yutuc, Inventa

Example: If you are setting goals for an upcoming event, goals relevant to your number of clicks may be much more relevant than goals of new followers on social media. These goals may well relate, and it is possible to have both goals but ensure your top goal is relevant and brings you closer to your “why.”

T – Timely

It’s better to do one or two strategies well than too many strategies poorly. There is no need to attempt every marketing strategy; it is more important to go where your supporters are. If a strategy isn’t going to get you closer to your end goal, rethink whether it is worth your time. Timely goals must have an end date, otherwise, they are impossible to assess. 

How to Track & Measure Your Event Marketing Success

Measuring the success of your campaign may seem like a problem for later but it is important to start thinking about how you will acquire data when you are planning your strategy. As Leann says: data is key. We need to gather it, analyze it and understand it to be successful in a marketing campaign. 

“Always, always track along the way” – Leann Yutuc, Inventa

There are numerous ways to gather data to measure the goals of your marketing campaign. Depending on your budget and time commitment, collecting data may look like spreadsheets, social media tracking tools, email tracking tools or website analytics. 

Example: If your goal is difficult to track, an effective yet simple idea is to add one question to your checkout experience asking: “How did you hear about this event?” This gives you important feedback on where you should focus your marketing efforts. 

P.S. Yes, you can add custom checkout questions on Trellis!

The topic of measuring success ties right into those SMART goals we talked about earlier. Having goals allows you to measure and evaluate your tactics. As Leann mentioned in her webinar, the biggest question we can ask at the end of a campaign is, “Did our marketing tactics help us achieve our event goal?” Asking this question, allows us to dial down on what worked and what didn’t; with that information, you can adjust and improve your marketing tactics for your next fundraising event! 

To ensure you have all the marketing tools possible to help your next event succeed, watch Leann’s full webinar here for a deeper dive into SMART goals, event marketing, and measuring success.

Find a Fundraising Event Software that Meets Your Needs

Custom checkout questions, branded event pages and links, and easy social sharing are key event platform requirements to help you meet your event marketing and fundraising goals. Look out for these features when picking your event software platform. 

Get started learning about how Trellis can help you raise more money with your next fundraiser on a live or recorded demo!

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The 4 Pillars of Virtual Event Engagement https://trellis.org/blog/expert-knowledge/virtual-event-engagement/ Thu, 25 Mar 2021 17:06:45 +0000 https://trellisorgdev.wpengine.com/?p=4157 The post The 4 Pillars of Virtual Event Engagement appeared first on Trellis.

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Expert Guest Author: Hi, I’m Sara Hoshooley, founder of Charity Shift, a fundraising consulting company based in Vancouver, Canada. I’m on a mission to help charities and nonprofits raise more money for their causes and one of the best ways to do that is through virtual fundraising events. In fact, organizations who have moved their in person fundraising events to virtual overwhelmingly saw a reduction in expenses and an increase in revenue raised and number of guests attending! I want to share with you some tips to help your virtual fundraiser raise as much money as possible by engaging and exciting your donors and guests. 

Like an in-person event, virtual fundraisers require lots of planning, however in a virtual space this looks slightly different. Your guests are being asked to engage in your event in a different format – virtually! This poses greater risk that your guests won’t come prepared to bid, donate, or engage with your event because of the added technology barrier. 

Your donor’s experience is THE MOST important element to consider when planning your next virtual event. To make sure your guests of all ages and tech abilities are ready to engage in your event, I’ve made a list of The 4 Pillars of Virtual Event Engagement.

Come prepared in all four areas, and your virtual event is sure to engage all of your guests and donors. 

Program Design

How will you make every minute count? Research shows, people start to lose focus after about 30 minutes and with virtual events, guests really start to drop off at around the 60 minute mark. Ideally, all of your most important content, including your Fund-A-Need or fundraising ask should happen within the first 30 minutes.

Consider, what kind of content guests will not be able to look away from? How can people feel engaged in every moment and part of the story? Whether it’s pre-recorded content or live content, your event should take your guests on a journey that ultimately leads them to feeling connected to your cause and excited to donate.

Tech Accessibility

Next, you’ll want to consider accessibility. Engaging all of your donors and guests means making sure that their needs and abilities are taken into consideration at every level of planning. Sending out an email or FAQ document prior to your event that outlines how to use the system will ensure your guests have a great experience. For example, you may want to send out instructions of how to connect a laptop to a TV for a better viewing experience, or instructions on the basic functions of Zoom such as how to mute, raise your hand, pin the speaker view, or how to use the chat function. Having a staff person or volunteer who is readily accessible by chat or phone to answer any IT questions that come up can also be a huge help. The staff or volunteer can have a pre-written list of common answers to questions ready to go to provide quick support to guests. 

Using broadcasting options that include closed captioning or live translation services will provide an additional layer of accessibility for your guests. Unlike in person events, your guests may be joining from around the world and have various language and accessibility requirements that you need to be prepared for. 

Production Value 

Now that we’re in the second year of COVID impacted virtual meetings and events, your guests have a certain level of expectation of your production value. Regardless of your budget, your event should feel professional including the cameras being used, your lighting and your sound. The sound quality for your event is absolutely the most important piece. Any visual issues can easily be corrected but if your guest can’t clearly hear your message, you’ve lost them. Investing in professional production support and event planning is an important investment for a flawless event.

This includes things like the speakers and the content you decide to share. Pre-recorded speakers and additional content do not need to be professionally produced (in fact, videos shot at home on an iPhone are sometimes even MORE impactful!) but should at least be clear, well edited, easy to understand, and well-lit.

Make sure to have at least one tech rehearsal to review your recorded content, test all of your technical aspects, and ensure your volunteer staff and all behind-the-scenes elements are running smoothly. You’ll also want to make sure that your slides and any visuals appear correctly and exactly the way that you want them to look.

Tech Expectations

Anticipating any tech issues that may come up in advance and prepare your guests by setting expectations for the tech involved in your virtual event. Something that works very well is to have a countdown clock along with some visuals before the event starts on the broadcast stream. That way as people are joining in, getting set up at home, and settling in for an exciting event, they know exactly how many minutes they have until the event starts. This is also a great time to get your guests to say hello to each other in the chat function and to get excited about the event coming up. It provides ample time for those who are having tech issues to get them resolved before the official program starts.

One of the ways to get people engaged with your event and feeling comfortable within the system is to do somewhat of a practice run. This might include asking everyone to put in the chat where they’re joining from, doing a poll or asking people to raise their hands in the chat, or to wave their hand when they hear the emcee say hello. 

You can also do a practice run with your donation process. For example, you can let people know “in a few minutes we will be asking you to consider making a donation, here is how you can do that” and then show instructions on screen. You can also have instructions running across the bottom of your screen throughout the event, with a reminder on how to contact tech support if needed.

If you’re doing a live auction, you can do a practice run, perhaps with a $10 gift card or something small to get everyone familiar with how to bid. This can be a fun and silly way to get people engaged who may be unfamiliar with the tools.

As for your Fund-A-Need or donation portion of your event, you should have multiple options for ways people can donate. Make sure the instructions are clear on how to do so. This might include a button on screen or second device that requires a link or QR code. Consider your audience and what might be most familiar to them. Regardless of how donors make their gift, make sure your emcee is recognizing them and showing excitement as the donations grow and grow. 

 

Want even more fundraising tips and a template to help you prepare for your Virtual Fundraiser? 

Charity Shift

Click this link to download Charity Shift’s Virtual Event Timeline Planner. If you want more information about how to plan for a successful virtual fundraising event you can Connect with Sara directly. 

Or check out our webinar, presented by Sara, on Reimagining Your Donor Experience in the Virtual Landscape.

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