One Team - Aligning Marketing & Fundraising ALADN Conference 2014

79
One Team Aligning Marketing & Fundraising By: Heidi Hancock & David Svet

description

Effectively integrating the work of your marketing and fundraising departments to meet common goals will radically improve your fundraising, friendraising, and community benefit efforts. In this session, presented at the Academic Library Advancement and Development Network Conference, attendees discovered the causes of misalignment and friction between marketing and fundraising efforts. They then developed the steps to take to build a high functioning team that will propel their organizations to meet their goals. We explored myths, mysteries, and ah-hah moments to get your organization on target ASAP. This interactive session will help you to understand roles and responsibilities related to your organization's goals and objectives, and how to get your team to enthusiastically work together to make it happen.

Transcript of One Team - Aligning Marketing & Fundraising ALADN Conference 2014

Page 1: One Team - Aligning Marketing & Fundraising ALADN Conference 2014

One TeamAligning Marketing & Fundraising

By: Heidi Hancock & David Svet

Page 2: One Team - Aligning Marketing & Fundraising ALADN Conference 2014

The Marketing Department

© 2014 Mosaic Non-Profit Development, LLC. All rights reserved.

Page 3: One Team - Aligning Marketing & Fundraising ALADN Conference 2014

The Fundraising Department

© 2014 Mosaic Non-Profit Development, LLC. All rights reserved.

Page 4: One Team - Aligning Marketing & Fundraising ALADN Conference 2014

What’s a “Department?”

© 2014 Mosaic Non-Profit Development, LLC. All rights reserved.

Page 5: One Team - Aligning Marketing & Fundraising ALADN Conference 2014

Of course, this would never happen at your organization

© 2014 Mosaic Non-Profit Development, LLC. All rights reserved.

Page 6: One Team - Aligning Marketing & Fundraising ALADN Conference 2014

You have one thing to do

© 2014 Mosaic Non-Profit Development, LLC. All rights reserved.

Page 7: One Team - Aligning Marketing & Fundraising ALADN Conference 2014

The Goal of Marketing & Development:

Generate revenue for mission fulfillment.

You have one thing to do

© 2014 Mosaic Non-Profit Development, LLC. All rights reserved.

Page 8: One Team - Aligning Marketing & Fundraising ALADN Conference 2014

Conflicting Priorities

© 2014 Mosaic Non-Profit Development, LLC. All rights reserved.

Page 9: One Team - Aligning Marketing & Fundraising ALADN Conference 2014

Conflicting Priorities

© 2014 Mosaic Non-Profit Development, LLC. All rights reserved.

Page 10: One Team - Aligning Marketing & Fundraising ALADN Conference 2014

The main cause of discord between Marketing & Fundraising

Remember the 80/20 rule?

Surprise, it’s now 95/5!

Conflicting Priorities

© 2014 Mosaic Non-Profit Development, LLC. All rights reserved.

Page 11: One Team - Aligning Marketing & Fundraising ALADN Conference 2014

Quantity vs. Quality

© 2014 Mosaic Non-Profit Development, LLC. All rights reserved.

Page 12: One Team - Aligning Marketing & Fundraising ALADN Conference 2014

•Marketing for the 95%: High Quality•High Quantity

•High Production Value

•Fundraising for the 5%: High Quality•Low Quantity

•High Production Value

95/5

© 2014 Mosaic Non-Profit Development, LLC. All rights reserved.

Page 13: One Team - Aligning Marketing & Fundraising ALADN Conference 2014

For Profit Marketing

© 2014 Mosaic Non-Profit Development, LLC. All rights reserved.

•The customer journey:

•Know, Like, Trust, Try,•Buy, Fulfill, Tell

•Also the donor journey:

Page 14: One Team - Aligning Marketing & Fundraising ALADN Conference 2014

In Nonprofit Marketing

© 2014 Mosaic Non-Profit Development, LLC. All rights reserved.

Page 15: One Team - Aligning Marketing & Fundraising ALADN Conference 2014

In Nonprofit Marketing

© 2014 Mosaic Non-Profit Development, LLC. All rights reserved.

Page 16: One Team - Aligning Marketing & Fundraising ALADN Conference 2014

In Nonprofit Marketing

© 2014 Mosaic Non-Profit Development, LLC. All rights reserved.

Page 17: One Team - Aligning Marketing & Fundraising ALADN Conference 2014

In Nonprofit Marketing

© 2014 Mosaic Non-Profit Development, LLC. All rights reserved.

Page 18: One Team - Aligning Marketing & Fundraising ALADN Conference 2014

In Nonprofit Marketing

© 2014 Mosaic Non-Profit Development, LLC. All rights reserved.

Page 19: One Team - Aligning Marketing & Fundraising ALADN Conference 2014

In Nonprofit Marketing

© 2014 Mosaic Non-Profit Development, LLC. All rights reserved.

Page 20: One Team - Aligning Marketing & Fundraising ALADN Conference 2014

In Nonprofit Marketing

© 2014 Mosaic Non-Profit Development, LLC. All rights reserved.

Page 21: One Team - Aligning Marketing & Fundraising ALADN Conference 2014

Donor Experience Cycle

© 2014 Mosaic Non-Profit Development, LLC. All rights reserved.

Page 22: One Team - Aligning Marketing & Fundraising ALADN Conference 2014

© 2014 Mosaic Non-Profit Development, LLC. All rights reserved.

Donor Stages

Page 23: One Team - Aligning Marketing & Fundraising ALADN Conference 2014

© 2014 Mosaic Non-Profit Development, LLC. All rights reserved.

Donor Stages

Page 24: One Team - Aligning Marketing & Fundraising ALADN Conference 2014

© 2014 Mosaic Non-Profit Development, LLC. All rights reserved.

Donor Stages

Page 25: One Team - Aligning Marketing & Fundraising ALADN Conference 2014

© 2014 Mosaic Non-Profit Development, LLC. All rights reserved.

Donor Stages

Page 26: One Team - Aligning Marketing & Fundraising ALADN Conference 2014

© 2014 Mosaic Non-Profit Development, LLC. All rights reserved.

Donor Stages

Page 27: One Team - Aligning Marketing & Fundraising ALADN Conference 2014

Integrated Model

© 2014 Mosaic Non-Profit Development, LLC. All rights reserved.

Page 28: One Team - Aligning Marketing & Fundraising ALADN Conference 2014

Point of Entry

© 2014 Mosaic Non-Profit Development, LLC. All rights reserved.

Know & Like You

What are your points of entry?

Page 29: One Team - Aligning Marketing & Fundraising ALADN Conference 2014

Point of Entry

© 2014 Mosaic Non-Profit Development, LLC. All rights reserved.

Know & Like You

Answer: Who you are?What do you do?

Who do you help?

Objective: Raise awareness and generate traffic

Page 30: One Team - Aligning Marketing & Fundraising ALADN Conference 2014

© 2013 Mosaic Non-Profit Development, LLC. All rights reserved.

Page 31: One Team - Aligning Marketing & Fundraising ALADN Conference 2014

Cultivation Activities

© 2014 Mosaic Non-Profit Development, LLC. All rights reserved.

Trust

What are your cultivation activities?

Page 32: One Team - Aligning Marketing & Fundraising ALADN Conference 2014

Cultivation Activities

© 2014 Mosaic Non-Profit Development, LLC. All rights reserved.

Trust

Answer: Are you any good?Do you have proof?

Is your proof quantifiable?

Objective: Educate

Page 33: One Team - Aligning Marketing & Fundraising ALADN Conference 2014

© 2013 Mosaic Non-Profit Development, LLC. All rights reserved.

Page 34: One Team - Aligning Marketing & Fundraising ALADN Conference 2014

Cultivation Activities

© 2014 Mosaic Non-Profit Development, LLC. All rights reserved.

TryAnswer: Can they take action?

Objective: Generate leads

Page 35: One Team - Aligning Marketing & Fundraising ALADN Conference 2014

© 2013 Mosaic Non-Profit Development, LLC. All rights reserved.

Page 36: One Team - Aligning Marketing & Fundraising ALADN Conference 2014

Solicit

© 2014 Mosaic Non-Profit Development, LLC. All rights reserved.

Buy

How do you ask?

Page 37: One Team - Aligning Marketing & Fundraising ALADN Conference 2014

Solicit

© 2014 Mosaic Non-Profit Development, LLC. All rights reserved.

Buy

Answer: I like this, how can I do more?

Objective: Successful ask

Page 38: One Team - Aligning Marketing & Fundraising ALADN Conference 2014

© 2013 Mosaic Non-Profit Development, LLC. All rights reserved.

Page 39: One Team - Aligning Marketing & Fundraising ALADN Conference 2014

Acknowledgement

© 2014 Mosaic Non-Profit Development, LLC. All rights reserved.

FulfillHow do you acknowledge your supporters

response to your solicitation?

Page 40: One Team - Aligning Marketing & Fundraising ALADN Conference 2014

Acknowledgement

© 2014 Mosaic Non-Profit Development, LLC. All rights reserved.

Fulfill

Answer: Did you get my gift?Did it go where it was supposed to?

Are you glad you got my gift?

Objective: To thank and celebrate

Page 41: One Team - Aligning Marketing & Fundraising ALADN Conference 2014

© 2013 Mosaic Non-Profit Development, LLC. All rights reserved.

Page 42: One Team - Aligning Marketing & Fundraising ALADN Conference 2014

Stewardship

© 2014 Mosaic Non-Profit Development, LLC. All rights reserved.

TellWhat are some stewardship activities in

your organization?

Page 43: One Team - Aligning Marketing & Fundraising ALADN Conference 2014

Stewardship

© 2014 Mosaic Non-Profit Development, LLC. All rights reserved.

Tell

Answer: Is our donor experience remarkable?

Are donors part of your organization?Are your donors knowledgeable?

Objective: To endear and inform

Page 44: One Team - Aligning Marketing & Fundraising ALADN Conference 2014

© 2013 Mosaic Non-Profit Development, LLC. All rights reserved.

Page 45: One Team - Aligning Marketing & Fundraising ALADN Conference 2014

University of Glasgow Library

© 2014 Mosaic Non-Profit Development, LLC. All rights reserved.

Page 46: One Team - Aligning Marketing & Fundraising ALADN Conference 2014

© 2013 Mosaic Non-Profit Development, LLC. All rights reserved.

Page 47: One Team - Aligning Marketing & Fundraising ALADN Conference 2014

© 2013 Mosaic Non-Profit Development, LLC. All rights reserved.

Page 48: One Team - Aligning Marketing & Fundraising ALADN Conference 2014

© 2013 Mosaic Non-Profit Development, LLC. All rights reserved.

Page 49: One Team - Aligning Marketing & Fundraising ALADN Conference 2014

© 2013 Mosaic Non-Profit Development, LLC. All rights reserved.

Page 50: One Team - Aligning Marketing & Fundraising ALADN Conference 2014

© 2013 Mosaic Non-Profit Development, LLC. All rights reserved.

Page 51: One Team - Aligning Marketing & Fundraising ALADN Conference 2014

© 2013 Mosaic Non-Profit Development, LLC. All rights reserved.

Page 52: One Team - Aligning Marketing & Fundraising ALADN Conference 2014

© 2013 Mosaic Non-Profit Development, LLC. All rights reserved.

Page 53: One Team - Aligning Marketing & Fundraising ALADN Conference 2014

© 2013 Mosaic Non-Profit Development, LLC. All rights reserved.

Page 54: One Team - Aligning Marketing & Fundraising ALADN Conference 2014

© 2013 Mosaic Non-Profit Development, LLC. All rights reserved.

Page 55: One Team - Aligning Marketing & Fundraising ALADN Conference 2014

© 2013 Mosaic Non-Profit Development, LLC. All rights reserved.

Page 56: One Team - Aligning Marketing & Fundraising ALADN Conference 2014

© 2013 Mosaic Non-Profit Development, LLC. All rights reserved.

Page 57: One Team - Aligning Marketing & Fundraising ALADN Conference 2014

© 2013 Mosaic Non-Profit Development, LLC. All rights reserved.

Page 58: One Team - Aligning Marketing & Fundraising ALADN Conference 2014

© 2013 Mosaic Non-Profit Development, LLC. All rights reserved.

Page 59: One Team - Aligning Marketing & Fundraising ALADN Conference 2014

© 2013 Mosaic Non-Profit Development, LLC. All rights reserved.

Page 60: One Team - Aligning Marketing & Fundraising ALADN Conference 2014

© 2013 Mosaic Non-Profit Development, LLC. All rights reserved.

Page 61: One Team - Aligning Marketing & Fundraising ALADN Conference 2014

© 2013 Mosaic Non-Profit Development, LLC. All rights reserved.

Page 62: One Team - Aligning Marketing & Fundraising ALADN Conference 2014

© 2013 Mosaic Non-Profit Development, LLC. All rights reserved.

Page 63: One Team - Aligning Marketing & Fundraising ALADN Conference 2014

© 2013 Mosaic Non-Profit Development, LLC. All rights reserved.

Page 64: One Team - Aligning Marketing & Fundraising ALADN Conference 2014

© 2013 Mosaic Non-Profit Development, LLC. All rights reserved.

Page 65: One Team - Aligning Marketing & Fundraising ALADN Conference 2014

© 2013 Mosaic Non-Profit Development, LLC. All rights reserved.

Page 66: One Team - Aligning Marketing & Fundraising ALADN Conference 2014

© 2013 Mosaic Non-Profit Development, LLC. All rights reserved.

Page 67: One Team - Aligning Marketing & Fundraising ALADN Conference 2014

© 2013 Mosaic Non-Profit Development, LLC. All rights reserved.

Page 68: One Team - Aligning Marketing & Fundraising ALADN Conference 2014

© 2013 Mosaic Non-Profit Development, LLC. All rights reserved.

Page 69: One Team - Aligning Marketing & Fundraising ALADN Conference 2014

© 2013 Mosaic Non-Profit Development, LLC. All rights reserved.

£250!

Page 70: One Team - Aligning Marketing & Fundraising ALADN Conference 2014

© 2013 Mosaic Non-Profit Development, LLC. All rights reserved.

Page 71: One Team - Aligning Marketing & Fundraising ALADN Conference 2014

© 2013 Mosaic Non-Profit Development, LLC. All rights reserved.

Page 72: One Team - Aligning Marketing & Fundraising ALADN Conference 2014

© 2013 Mosaic Non-Profit Development, LLC. All rights reserved.

Page 73: One Team - Aligning Marketing & Fundraising ALADN Conference 2014

Integrated Model

© 2014 Mosaic Non-Profit Development, LLC. All rights reserved.

Page 74: One Team - Aligning Marketing & Fundraising ALADN Conference 2014

Round up

© 2014 Mosaic Non-Profit Development, LLC. All rights reserved.

Put it on a calendar

Get fundraising and marketing on the same calendar

Review often

Page 75: One Team - Aligning Marketing & Fundraising ALADN Conference 2014

What’s a “Department?”

© 2014 Mosaic Non-Profit Development, LLC. All rights reserved.

Page 76: One Team - Aligning Marketing & Fundraising ALADN Conference 2014

The Fundraising Department

© 2014 Mosaic Non-Profit Development, LLC. All rights reserved.

Page 77: One Team - Aligning Marketing & Fundraising ALADN Conference 2014

The Marketing Department

© 2014 Mosaic Non-Profit Development, LLC. All rights reserved.

Page 78: One Team - Aligning Marketing & Fundraising ALADN Conference 2014

© 2014 Mosaic Non-Profit Development, LLC. All rights reserved.

Join the Masters CircleIt’s Free and Awesome!

The Masters Circle is a live monthly interactive

online learning session.

You set the topics and engage with some of the

most innovative fundraisers on the planet.

REGISTER NOW

http://mnpd.me/16Xqedf

Page 79: One Team - Aligning Marketing & Fundraising ALADN Conference 2014

Thank youmosaicnpd.com