Planning for Planned Giving: A Nonprofit Success Story
Posted by Meg Mader at Dec 18, 2014 07:02 AM CST

Do you know many charities with a thriving planned giving program? Probably not. But after reading the following story about World Animal Protection Canada (formerly known as WSPA Canada), you’ll be inspired by the organization’s integrated approach (with help from hjc) to a planned giving campaign — and understand why they received a nomination for the 2014 Integrated Marketing Advisory Board  (IMAB) Awards

Confronting animal cruelty around the world, World Animal Protection strives to combat the world’s most intense and large-scale animal welfare issues through education, commitment to animal-friendly practices, and influencing key decision makers to put animals on the global agenda. 

World Animal Protection had never promoted planned giving online — it was well-established only as an offline way of raising funds. But the organization wanted to explore a digital component to promote and grow the planned giving program.

Challenge Accepted

With every new venture comes at least one challenge — for World Animal Protection, the challenge was internal. Since planned giving was long embedded as an offline, often face-to-face means of fundraising, many people within the organization needed convincing in order to believe that online could be a successful channel to cultivate new planned giving donors. 

After the decision was made to launch an integrated planned giving campaign, World Animal Protection began with a six-question online survey, the goal of which was to identify major gift and planned giving prospects — and hopefully identify donors with confirmed legacy gifts. Supporters were asked their age range, marital status, and whether or not they have children, along with a few questions about their involvement with World Animal Protection. The responses were then scored into categories based of strength of the lead (good, very good, etc.). 

While the survey was only conducted online, World Animal Protection took a truly integrated approach with the survey results. They cultivated the newly confirmed legacy donors through a combination of personal phone calls, letters, emails, informational events, and even face-to-face visits. 

Leaving a Legacy

Sent to more than 66,000 supporters, the survey received 2,381 responses (a 4.3 percent response rate). Of the completed surveys, 186 supporters indicated they had already included World Animal Protection in their will (unbeknownst to World Animal Protection), 23.9 percent were identified as planned giving prospects, and the remaining 61.2 percent indicated they were interested in making a significant gift. 

The survey proved successful in a number of ways. It helped break down silos within the organization, proving to all departments that even older generations can be reached through digital channels. And those donors are “online savvy” and active through email and social media. Departments also worked together after the survey, taking a multi-channel approach to reach out to the planned giving prospects and continue to promote the program. World Animal Protection staff collaborated across departments to shepherd the new prospects with phone calls, letters, emails, events, and face-to-face visits.

Best of all, World Animal Protection not only learned they had a new group of confirmed legacy donors, but they also identified a previously unknown segment of planned giving prospects — totaling more than 85 percent of the survey responses. As fundraisers, we can all be inspired by this award-worthy campaign’s success in crossing the bridge from offline to online fundraising. And World Animal Protection can continue their innovative integration to steward the new prospects into confirmed legacy donors and truly grow their planned giving program.

Share, Like and Post | | Article Link | Comment

No Kid Hungry Wins Blackbaud 2014 Impact Award for #SaveSummer Integrated Marketing Campaign
Posted by Guest Blogger at Dec 11, 2014 07:00 AM CST

This article was written by guest author Wendy Marinaccio Husman, Senior Account Executive at Donordigital, the online fundraising, marketing and advertising company and a member of the IMAB.

Recently, No Kid Hungry won a Blackbaud 2014 Impact Award for nonprofits for Best Multi-Channel Marketing for their Summer Meals campaign — which Mal Warwick | Donordigital had the honor to work on. No Kid Hungry’s campaign is a great example of success thanks to integrated fundraising, marketing and advocacy, and our agency was well prepared to help due to our expertise across marketing channels.

The Summer Meals Integrated Marketing Campaign

No Kid Hungry’s annual Summer Meals campaign spreads awareness about childhood hunger, helps connect kids with food, and raises needed funds during summer months when kids are more likely to be hungry. 

No Kid Hungry launched its integrated campaign to #SaveSummer for kids in mid-May, with the goal of raising $100,000 by July 30, 2014. The campaign included: 

  • a series of 13 email messages
  • one direct mail package
  • a mobile phone texting campaign
  • numerous social media posts
  • a coordinated web presence
  • a lightbox asking single gift donors to “make it monthly”
  • a video

No Kid Hungry took advantage of several opportunities to make this program a huge success. The Arby’s Foundation has been a crucial partner in No Kid Hungry’s work over the years and provided matching funds up to $100,000 to encourage increased donations. In addition, national spokesperson Jeff Bridges has helped No Kid Hungry raise funds, build relationships, and increase awareness of the need for, and the existence of, free summer meals for children.

The Results

The fundraising aspect of the campaign was a huge success. This year, the organization surpassed its matching gift goal by over 50% and acquired over 800 new donors. The monthly donor upsell lightbox was one of Mal Warwick | Donordigital’s proudest accomplishments, helping to enroll more than 150 new monthly donors as members of “The Hunger Core.”

The marketing and advocacy aspects of the campaign were a success, too. Many families donʼt know that free meals are available to kids and teens at thousands of sites nationwide — in fact, only 3 million children are participating in these programs.

To help increase this number, No Kid Hungry created an SMS program where people can text FOOD to 877-877 to find summer meals sites near them. They also created an Action Center where people are directed to a variety of ways they can take action based on their zip code, both online and in-person, to promote awareness of and support for summer meals. Specific calls to get involved were promoted through email and social media.

Thanks to these efforts, over 40,000 letters were sent to Congress asking members to visit a summer meals site, and almost 50,000 individuals used the mobile texting service to locate a summer meals site (a 100% increase over prior year).

Share, Like and Post | | Article Link | Comment

Integrated Marketing Channels Help Drive Monthly Giving Results
Posted by Lynne Boardman at Dec 04, 2014 07:03 AM CST

Why do I care about integrated marketing? And why do I think that nonprofits should take it seriously? Well, round these parts we are pretty obsessed with monthly giving. And who wouldn’t be, given how very valuable these donors are over their lifetime of support?

So, we need to get our monthly asks featured in all our donors’ channels of choice.

Here are a couple of fabulous monthly donor campaigns launched in-house recently by two of my all-time favourite organizations:  


Last spring, Ecojustice (think David to industry and government’s Goliath) launched a drive for new monthly supporters.  “There’s a hero in YOU,” Ecojustice told its supporters. “Join our lawyers and monthly donors and become a Defender today.”  

Ecojustice featured one of their staff lawyers, who frequently finds himself in court, standing up to big oil and gas companies with their vast legal teams and bank accounts. Ecojustice lawyers know first-hand how long it can take for a lawsuit to wind its way through the court system. And how instrumental committed, monthly gifts are in funding those cases. 

They also featured other monthly donors and clients, who bore witness to the impact and importance of Ecojustice’s work, and the compelling reasons to become a monthly supporter.

The monthly giving drive had all the ingredients of success: 

  • a great case for support
  • an existing pool of passionate activists and supporters 
  • a very specific reason why monthly giving is so vital 
  • a personable and passionate spokesperson and lead donor
  • a deadline 
  • a target number of new supporters

A kind donor also agreed to match all new monthly donations until the end of the year. 

Through a well-executed combination of email, telephone, and online video, Ecojustice smashed through all its targets, recruiting 150 new monthly donors.  

The Tyee Builder Campaign

Another personal favourite is the Tyee Builder campaign. Swimming upstream against media consolidation, The Tyee is an independent online magazine that publishes news, reviews and commentary not typically covered by Canada’s mainstream media.  

As you can imagine, along with such independence comes smart, self-imposed restrictions on advertising and corporate support. So The Tyee has long turned to its readership to keep it going. Hence The Tyee “Builders” -- a group of dedicated readers who donate monthly to keep their favourite news source strong and free.

The Tyee launched their drive for Tyee Builders online, of course, carried in their own publication and by email to readers. But they didn’t stop at asking their readers for support:  “Don’t worry. This isn’t another ask for money. This time, we want your friends. And family. And colleagues.” 

At half-way to their $100,000 goal, Tyee fundraisers launched the friend-get-friend portion of their campaign. Equipped with their own personal URL (PURL), readers were invited to convince their friends to join, with the incentive that for every new Builder recruited through the reader’s PURL, the reader would be entered to win a fabulous weekend getaway to Tofino on B.C.’s wild west coast. 

Today, there are more than 900 monthly Tyee Builders, increasing The Tyee’s freelance reporting budget by close to $120,000 and fully funding a Tyee national reporter in Ottawa. As they say, that’s no small fry. 

You can check out these two fabulous organizations at and  Who knows? Maybe you’ll be inspired to create your own integrated, monthly giving campaign! 

Share, Like and Post | | Article Link | Comment

The Future of Direct Response for Nonprofits: Truly Integrated Impact Marketing
Posted by Brenna Holmes at Nov 25, 2014 07:01 AM CST

To create truly integrated impact marketing we need omnichannel marketing.

Omnichannel marketing is exactly what the name suggests, touching prospects and supporters across every relevant channel and taking advantage of the multiple touch points available: television, print, radio, telephone, email, websites, digital and more. Ironically, though, omnichannel marketing is nothing like the term suggests. It is not the limitless outbound flow of messaging attempting to influence behavior without regard for the recipient. Omnichannel marketing places customers and their channel preferences uppermost. It is donor-centric marketing.

Understanding preferences is vital

Direct marketing today cannot be vanilla; that is, no one tactic will resonate equally with everyone. Supporters/donors do not operate in a single-channel world, and what worked in the past will not necessarily work today -- or be cost-effective. What’s more, the channel that carried the convincing message likely will not be the same one employed for the response. An email campaign may convince someone to donate, but the contribution may take the form of a check in the mail or look like an “organic” gift from homepage traffic. Conversely, a direct mail package can just as easily evoke a credit card gift via a phone call or the website as a check in the return envelope.

What’s important is a cohesive and coordinated approach employing the right channels for the right donors/supporters.

A 360 degree view

The challenge for most organizations seeking to move through the progression from single channel to multichannel to omnichannel marketing is gaining a true 360° view of supporters. Unlike the corporate world, nonprofits typically have at least two -- if not more -- databases. The integration of donor datasets is difficult because information resides in different places. There are distinct data silos -- sometimes even within the same channel.

Integrating information captured via online channels is far less formidable than combining offline and online data. There is no easy way to recognize that the Mary Smith who placed a phone call to an association’s call center with a renewal question is the same Mary Smith who likes that organization on Facebook and/or is an email subscriber. But connecting those dots is crucial for truly integrated impact marketing and effective omnichannel fundraising. 

Nonprofits need to understand all the ways that people consume media and stop thinking in terms of “digital” or “traditional,” and tailor strategies across channels. We need to streamline workflows and develop comprehensive sets of standard operating procedures to ensure we’re collecting the data needed at the quality level required to truly and effectively leverage the power of all that “big data.”

Building profiles

For most nonprofits, the best way is to build profiles. Rather than knowing donors person by person, which can be overwhelming, they should seek to identify groups of people who “look” and “respond” in similar ways. That is, they develop personas and market to them. This approach allows the use of testing strategies that can yield truly significant results.

The big challenge is organizing data in a unified way that enables correlation of outbound contacts and inbound replies across channels, campaigns and devices. Without accurately mapped information, organizations cannot weight each campaign’s relative impact and forecast the combination and frequency of contacts most likely to increase the desired KPIs (whether that’s response rates, average gifts, monthly sustainers, etc.). 


  1. Never assume that there are different audiences for every channel.  Donors/customers will interact with organizations in any way they choose.
  2. Have consistent messaging, offers and calls for action regardless of the channel. People must encounter the same organization on every channel. You only have one brand.
  3. Define your goals. You must have strategic, measurable and trackable fundraising goals up front. “Increase engagement” is too vague. SMART goals offer accountability and progress assessment:
    • Specific
    • Measureable
    • Achievable
    • Relevant
    • Time-bound
  4. Build a source code logic that crosses databases and enables tracking. The first step can be as simple as developing a custom field in each database to capture a unique identifier. Then, invest in tracking mechanisms that allow you to connect the dots across channels and gain insights on the optimal communication channel(s).
  5. Make interactions as easy as possible on every channel.

Omnichannel marketing is not about blasting the airwaves with a message in the hopes of possibly engaging a donor. It’s a data-driven technique that prompts smart decision making about resource allocation and message positioning and timing and creates truly integrated and effective impact marketing. 

Share, Like and Post | | Article Link | Comment

Your Nonprofit's Audience is King! Part 2: How to Learn More About Your Current Market
Posted by Chris McKinley at Nov 12, 2014 07:01 AM CST

In part 1 of my blog article series, Your Nonprofit’s Audience is King!, I stressed the importance of knowing who your current audience is -- your donors and supporters -- and the need to segment and learn more about their demographics.  

Now, let’s look at better understanding you constituents’ demographics and psychographics, and how that will help you develop your stories and calls to action, and inform the most appropriate multi-channel mix for your campaigns and strategies.  

Your Constituents’ Demographics

Homing in on your constituents’ demographics, along with transactional knowledge of the audience, can really help shape your strategies and tactics. Previously, we identified four primary audience segments:

  1. Donors
  2. Actively engaged or interested, but not donors
  3. Both 1 and 2 above
  4. Lapsed – or passive 13+months

We know that there could be an infinite number of subsets to these segments -- however, if we can learn more about each of the four segments at a high level, and which traits differentiate them from each other, we are well on our way to developing meaningful and data-informed marketing strategies.

The four segments are a combination of behavioral and transactional groupings.  These groupings alone are fairly powerful, but when appending additional demographic data, you get the added value of having strength and confidence when developing your integrated marketing plan.

Adding Demographic Information to Your Audience List

Marketers have two basic options to choose from when considering the demographics of their file:  

  1. Provide every segment list to a vendor and have them run a profile on each segment. This is a great option and will provide you with some directional information.  
  2. Work with a vendor and identify the key demographic attributes you would like to append to your file. Keep in mind that budget considerations may make this decision for you.

By directly appending demographic and psychographic attributes to your file, you will have the additional flexibility to:

  1. Develop your own profiles -- who is donating or taking actions and to which offers. This knowledge can inform both your cultivation and acquisition list strategies.
  2. Create subsets -- if you began to see trends within the above four segments, you may want to create subsets. For example, a subset could be men respond better to certain types of appeals vs. women.
  3. Optimize segmentation -- demographics combined with transactional data (Recency, Frequency, Monetary, or RFM) can help identify profitable sections within an RFM segment that was historically deemed as unprofitable. By reviewing demographic data next to unprofitable and profitable transaction data, new testing ideas may blossom in addition to fine-tuning your segmentation strategy.

The most popular and actionable demographic attributes that may be appended tend to be: gender, age, marital status, ethnicity and household income. Age is probably your most important attribute, as it can begin to shed light on a constituent’s lifestage. Generally speaking, when developing a fundraising strategy, you need to market to constituents with some means to give, which often means an older group. For advocacy campaigning, however, you could target younger supporters. This is a great example of how demographic data and your four segments will begin to drive new strategies and planning developments.

Stay tuned to this blog for part 3 – How to identify your best donors and bind them to your mission.

Share, Like and Post | | Article Link | Comment

Become a Member

Follow us

Connect with us

Subscribe to the RSS feed

Receive posts via email:

Enter your email address

Delivered by FeedBurner

IMAB's Hall of Fame
Avalon Consulting
Barton Cotton
Blackbaud, Inc.
CDR Fundraising Group
Chapman Cubine Adams + Hussey
Firefly Partners
Grizzard Communications Group
Harvey McKinnon Associates
The Lukens Company
Mal Warwick | Donor Digital
Paradysz PMDigital
Russ Reid