The Giving Day Initiative: Peer Learning Exchange February 11, 2016 Only the moderator can see you chats Welcome! If you experience any technical difficulties logging into the system, please contact Ready/Talk Customer support: Please use *6 to Mute your phone Please use *7 to Unmute your phone Flickr Photo by Malinki This call is being recorded * 2 The Giving Day Initiative: Peer Learning Exchange February 11, 2016 Beth Kanter Stephanie Rudat The Team Luz Gomez, Director of Research Agenda Agenda -PLE Survey Results - 10 min -Case Study: Colorado and Boulder 10 min -Capacity Building for Giving Days Tom Zimmerman "Giving Day Garage Program - 10 min Jeanie Howell, BootCamp, Sacramento Region Community Foundation - 10 min -Strategy for Fund Holders and Endowment Raising Miami 10 min -Evaluation Report and Webinar: March/April Playbook Practice Group Just In Time Diffusion Facilitation The Peer Learning Exchange: Five Pillars Survey and Interview Results Survey Respondents: Who Responded? 20% received a Knight Grant for Giving Day 32% received a Knight Grant for other program Experience Hosting Giving Days 60% have hosted two or more Giving Days 25% have not hosted a Giving Day 15% have hosted one Giving Day PLE Components 35% participated in monthly call 68% participated in Advanced Topic Webinar 40% participated in Facebook Group 16% participated in COF Deep Dive Convening Interviews with Knight Foundation Community Partners Goals Knight Foundation Partners/Grantees Agree or Strongly Agreed All Survey Respondents Agree or Strongly Agreed Experimented with new ideas or strategies for making their Giving Day sustainable after hearing from their peers 93%53% Learned new skills and increased their confidence to host a Giving Day 84%77% Shared what they learned with others at their organization after hearing from their peers 76% Learned useful tips for making their giving days more sustainable 70%83% Believed their Giving Days got better results because of their participation in the PLE activities 70%38% Component% Effective Learning from experts and other community foundation case studies on the Advanced Practices Webinars 76% Reading and using the Playbook content73% Using the Facebook Group to get just-in-time information 60% Listening to presenters and discussion on the monthly conference calls 55% Responses from KF CF Partners receiving Giving Day Grant What Worked: Playbook Really useful for Giving Days for newcomers Templates and toolkits were timesavers Resource to share with nonprofits and partners It was most useful for our first Giving Day. When our board [asked]: Do we really want to do this? I was able to go to the Playbook and say: This is doable! It gave our board the confidence to move forward. What Worked: Advanced Practices Webinars Excellent method to introduce other community foundations to sustainability practices Can invite others in organization to watch and learn Can listen to the recording and access the information on demand at a more convenient time Corporate sponsorship and organizational branding topics most relevant What Worked: PLE Monthly Calls Case studies from others during the calls Practical tips for implementing Giving Days Calls were facilitated 1-1 coaching calls What Worked: FB Group Place to continue conversation and share resources between calls Ability to ask questions, offer and get answers Networking with others Building professional relationships offline Facilitation provides value Decrease frequency of conferences calls Target CFs that are Seasoned Giving Day Hosts and have nuanced conversations about advanced practices or identify new ideas for experimentation. Keep updating the Playbook by incorporating resources and knowledge shared on calls, Webinars, or the Facebook Group. Ensure someone is facilitating and continuing conversations on Facebook and serving as the group memory. Improvements to PLE Are there sufficient Peer Learning Opportunities for CFs to learn from Peers? We would absolutely be interested in learning about other programs that can be implemented the other 364 days of the year. I think there could be more opportunities for community foundations to learn from peers on a variety of topics. I would welcome Knight Foundation's leadership to bring this to fruition. Format All Survey Respondents - Very Useful Knight Foundation Grantees - Very Useful Updated or New Playbook52%61% Face-to-Face Convening w/CF for Deep Dive 31%50% Monthly Conference Calls25%33% Advanced Practices Webinars47%33% Future Interest Topics All Survey Respondents KF GD Grantees Using Your Giving Day to Cultivate DAFs and Nonprofit Endowment Funds 68%84% Raising Visibility of Community Foundation or Giving Day Brand 65%63% How to Use Data to Measure Impact or Improve Programs 64%61% Growing Donations: Cultivating Millennial Donors 62%69% Next Generation Philanthropy: Educating and Cultivating Young Philanthropists 61%53% Growing Corporate Sponsorships61% Capacity Building Models and Approaches for Nonprofits 58%69% Maintaining Public Interest in Giving Days54%63% Reflections, Comments, or Questions? Gretchen Minekime Dana Rinderknecht Director of AdvancementDirector of Online Giving Giving Day Results Colorado: $28.4M (8% increase) 1,884 organizations(10% increase) 123,999 donations(12% increase) Boulder County: $3M (15% increase) 220 organizations (12% increase) 16,034 donations (14% increase) Magic Moments Colorado Gives Day Rally Magic Moments $1M Bequest to YMCA Amazon CRASHED! Sustainability Eye on the ball! Its about building a culture of giving, not about beating the numbers. Sustainability A reduced budget? Focus on digital. Tom Zimmerman Marketing and Communications Manager GiveMN / Give to the Max Day 2015 GTMD Capacity Building Online resources (August through GTMD) Toolkit includes logos, letter/flyer templates, GTMD boilerplate, media templates, PSAs In-person trainings (September/October) 23 trainings (12 metro, 11 Greater MN) 2 hour blocks: survey results, GTMD news, online fundraising tips Conference exhibitions (year-round) Exhibit at conferences year-round MCN Annual Conference early fall GiveMN Help Desk (year-round, spike at GTMD) Nonprofits and donors Q4 15: 5,688 requests | 13,855 touches GiveMN Road Show Locations GiveMN Road Show Content GiveMN Updates Evolution of GTMD Donor/Organization Survey Results Give to the Max Day updates for 2015 Prizes, marketing, events Best practices of online giving campaigns GiveMN staff stick around for 1-on-1 questions and technical help Conference Exhibition: GiveMN Giving Garage Results Organizations consume our resources from a diverse level of expertise, capacity, familiarity Create content for beginners and advanced users No data collected to intentionally measure results, but will be building that out Visits to resources webpage in 9/1-11/13: 68,196 (+11%) 674 training attendees in 2015 100+ sessions at Giving Garage Approximately 1,000 help requests involving capacity building, not just technical assistance Logo Jeannie Howell, Community Impact Officer Sacramento Region Community Foundation BIG Day of Giving BIG Day of Giving Bootcamp Series Month-long training series 4 Sessions: 8 Week Workplan & Best Practices Fundraising, Board & Donor Engagement Social Media & Marketing Collaboration 8 Week Workplan Best practices o Goal Setting o Board Engagement o Donor Engagement o Know Your Audience o Social Media o Maximize Communication Tools Raising Individual Matches Incentive Fund vs. Prize Challenges Why Individual Matches? Leverage large gifts for greater impact/results Motivator for new donors/gifts Who Do I Ask? How? Donors, board members, volunteers, corporate sponsors, community leaders How? Directly! Use your board, Create benefits! Use what you already know about fundraising. Board & Donor Engagement Board Engagement Board giving Outreach Matches Donor engagement Donor Engagement Cultivation Thank you plan Post-event plan Social Media & Marketing Partnered with Social Media Club Sacramento Focus is on Facebook & Twitter Facebook advertising Twitter engagement Marketing strategy Timing Telling your story AVG RAISED AVG # DONATIONS With Twitter$12,24983 Without Twitter$5,88747 Collaboration Additional Coaching & Support Profile Training: GivingEdge Provides capacity building: financial literacy Assigned a coach Team Captain Webinars Once a month Training Sprint Webinars Titans, Adventurers, Pioneers More targeted training Advanced and basics Results Training Pays Off Average raised per nonprofit = $9,700 Results Board Giving Increased Insights Basics are always needed, but dont be afraid to level-up Its never enough NPOs need motivation & skin in the game Training builds capacity well beyond giving days. Stories of nonprofit transformation Resources Bigdayofgiving.org/toolkits Bootcamp presentations, hand outs and videos 8 week workplan (also available in Giving Day Playbook) Individual Development Plan for board members Report to the Community publication & 2015 Givingedge.guidestar.org Janell Kaplan Director of Donor Engagement The Miami Foundation Give Miami Day Engagement Strategies for Fundholders Donor Advised Fundholders Give Mission/project based Fundholders Be a participant Bonus Pool sponsor Give from your Fund Total Amount Raised$1,124,050.00$3,278,610.00$5,254,144.00$7,173, Total Number of Donations 4,99512,29919,33024,737 Gifts from DAFs-$168,913.00$374,475.48$698, Total # of DAF Gifts Total participating DAFs Average DAF gift-$1,407.61$920.09$1,369.02 Be a participant Total Amount Raised$1,124,050.00$3,278,610.00$5,254,144.00$7,173, Total Number of Donations 4,99512,29919,33024,737 Number of Nonprofits that participated Number of Nonprofits that were TMF Funds 2015 Strategy New Funds Reviewed data from previous years Existing Funds Promotion in trainings All Fundholders solicited to give donation to Bonus Pool 2016 Strategy Increase organization endowment/reserve funds Separate profiles to encourage giving Added benefit during our conversations with nonprofit leadership and boards Promote opportunities earlier Next Steps Evaluation Report Release and Webinar March/April Keep Calm and Post Your Questions on Facebook!