You can’t hug them, shake their hands, or visit with them at a gala, but your donors are still here to support you, even if that means staying home and giving online rather than in person. In fact, 46% of Millennials say they will give more in response to the COVID-19 pandemic. Are you ready to accept their digital donations? During this class we’ll talk about who the Digital Donor is and how you can use Bloomerang and Fundraise Up to engage them and secure much needed support for your programs.

Diana: Today we are talking about how you can understand 2020’s most important donor and how to engage them. So we’re calling them the digital donor. Here to talk to us about this today is Nic Miller, who is the director of partnerships at Fundraise Up. Thanks for joining us today.

Nic: Thank you so much, Diana. We’re going to do a little screen sharing magic and switch from Diana’s screen to mine. And I’m going to ask everybody in the chat just to raise a hand real quick to make sure that we get that shared correctly. So you should now be able to see my screen with that, “Hello, my name is digital donor slide.” It looks like we have hands going up. Thank you so much, everyone. As Diana said, today is a beautiful Friday. Hope it’s beautiful where you are to. And before we even jump into today’s presentation, which we’re focusing on a really important topic here, “The digital donor, the most effective important donor in 2020.”

But before we jump into that, I would love to check in with all of you and see how you’re doing. We have made it to Friday. The week has come to a conclusion. The weekend is here. So please, in the comments, just drop in how you’re feeling today. I’m going to get started for us. And I’m going to say that I am elated. “Why?” You might ask, because I’m here with you guys. And it’s always a pleasure for us to be able to share about the Fundraise Up product, but also to come to the table together and educate ourselves.

So I see somebody in here is excited to relax this weekend energized. Yes, this is what we love to see at the end of the week. Ready for the weekend. Absolutely. Yes, yes, yes, yes, we love to see this. I’m sure we have all put in long work weeks and, of course, it’s so strange for us to be in a very uncertain time working from home or outside of our comfort zones, but it’s awesome.

Oh, my word, I see somebody is somewhere where it’s 105 degrees today. That is indeed too hot. So maybe we can lower the temperature by looking at a very cool subject today.

Like Diana said, my name is Nic Miller. I’m the director of partnerships here at Fundraise Up. You’ll notice on your screen right now that I have my email listed and also an invitation for you to connect with me on LinkedIn. I love chatting with people who are already Fundraise Up customers, and people who are here to learn more about Fundraise Up, our integration with Bloomerang, and the opportunities we have to learn from each other. So I know we have some Fundraise Up customers in the call today and that’s fantastic. Thank you so much for joining us. But some of you might be here and unfamiliar with the Fundraise Up product.

So what we’ve done is create the most individualized donor experience in the world, and that helps you get better donations from happier donors. How do we do that? We’ve leveraged three important technologies. The first is artificial intelligence. The second is machine learning. And the third is data science. And we bring these all together to create this experience that gets you, again, better donations from happier donors. We’re going to focus on a few different things today. But before we look at our agenda, we’d like to take a quick poll and we’d like to find out how many of you are already using Fundraise Up. It’s okay if you’re not. We’ll chat about some opportunities for you to get started with the platform. But for now, please do let us know are you using Fundraise Up or are you not yet using Fundraise Up?

Diana: Thanks, Nic. And thanks, everyone. It looks like we have 5% of our respondents already using Fundraise Up.

Nic: Fantastic Well, we’d love to see that 5% And today, we might have the opportunity to boost that number with a few of you who are not yet using Fundraise Up. All right, so here’s what’s on our agenda today. We’re going to look at three main areas. Number one, we’re going to look briefly at the donors’ response to COVID-19. It’s very important topic. You’ve probably already heard a lot about it in webinars that you’ve already attended. We’re then going to look at who this digital donor is. And then we’ll wrap up by talking about and actually demonstrating how you can use Bloomerang and Fundraise Up to secure much needed support.

And let’s jump back in with another poll. What percentage of donors do you think say they plan to maintain their giving levels? And this is in the face of COVID 19. So in the face of COVID-19, what percentage of donors do you think say they plan to maintain their giving levels? And we have four options in the poll and those up on your screen right now.

Diana: Thanks, Nic. It looks like about 4% think that 10% are planning to maintain their giving levels. Nine percent think that 22%. Forty-eight percent think that 54%. And 39% think that 32% plan on maintaining their giving levels.

Nic: Fantastic. Thank you, everybody, for sharing those thoughts with us. Today, anybody who chose 54 percent, it’s a gold star. Everybody else, you still get gold stars too because we like to be inclusive like that. But indeed, 54% of donors say that they plan to maintain their giving levels despite COVID-19. And there’s an even more interesting number that we can look at as well. Twenty-five percent of donors say they actually plan to increase their giving levels through the end of 2020 and on into 2021. And this is amazing news for nonprofits. And we have heard anecdotally and there’s already been some reports made that nonprofits, however, are saying, “Hey, we are already starting to see a little bit less support at the end of 2020. And we’re anticipating that we’re going to continue to see less support in 2021.” And so there’s a few opportunities that we’ll get to talk about today for pushing back against seeing less support.

Let’s throw in another interesting number here. Here’s the breakdown of who says they’re planning to give more, with millennials leading the pack at 46% of them saying they plan to give more through the end of 2020 and into 2021. We have Gen X with 25% and baby boomers with 14%. And in a second, we’re actually going to come back to these numbers to focus on their importance. But there is a statement that we can make after we look at this information. And again, we’re coming to the table recognizing that some nonprofit organizations are saying, “Hey, we’re already seeing less support or feel like we’re going to see less support.” And so what we can say is that donors aren’t necessarily planning to give less, but they might give differently. And that’s what’s important about what we’re talking today.

We’re not talking about what we might be afraid of seeing or what we’re afraid of what might happen, but rather, we can focus on some good news that our donors want to show us support. And for us as the nonprofit, we just might need to anticipate it differently. So the question of the day is who is the digital donor? And I’d love for us all to drop into the chat who we think the digital donor is. So maybe it’s a generational group like a millennial or Gen X. Maybe you just type in young person or you say those whiz kids. Whoever you think it is, drop it into the comments and let’s see how we’re tracking together as a group today.

“Millennials.” Okay. “Just about everyone who gives.” I like that answer. “Everyone is a digital donor, just on different platforms.” I like that answer. “Anyone.” I love that answer too. “People who feel engaged in your organization.” I love that. “People who receive digital solicitations and reminders to give.” Great. These are fantastic responses that we’re getting and I really liked that there are some people coming to the table that are already understanding who this person is, who this digital donor is because in fact the digital donor is all of the above, from Zoomers to boomers. Everybody is a digital donor.

And so those Zoomers if you’re not familiar with that terminology just yet, those are the kids who have now been attending school via Zoom and it’s pretty much an integral part of their lives. And it’s a little bit unprecedented, isn’t it, as a kid growing up and going to elementary school and middle school and high school. I’m not even sure that Zoom existed. So it’s a different world that we’re living in. But absolutely, this spans the generations from young folks to older folks. Everybody can be a digital donor.

And I want to focus back on this number for a second. So, again, we’re saying that 46% of millennials in particular are telling us that they would like to give more. And why highlight this number? Why is it important? And it’s not to say that this group is more important than some of the other demographic groups we might see come to the table. Again, anybody can be a digital donor. But what’s important about recognizing that this group in particular has shared with us that they want to show more is that we have an opportunity to dive in and better understand what this generation values. How can we communicate with them? And what tools can we put out there to enable them to engage in a donor journey?

Before we continue, I want to make two really helpful and important points. The first has to do with technology. And some nonprofits come to the table and we hear this from some of our customers some time and they’re afraid to try something new. They’re afraid to start hosting one-on-one donor visits via Zoom or to use a technology that they never considered before. But here’s some good news. Most of your donors are not going to encounter technology like Zoom or FaceTime, or payment methods like Apple Pay at your organization. They’re likely already encountering these technologies in their everyday lives. They might be using Apple Pay to check out at Target. They might be using Zoom to connect with their canasta group, who knows, but it’s likely that they’re already using it. So you don’t need to be afraid about integrating this type of technology into your fundraising strategy.

The second quick point we can look at today is that social media usage has increased so much during the pandemic. And so everybody is online, even people who traditionally we wouldn’t consider as part of the group that’s using social media, TikTok, Facebook, Snapchat, all of those platforms, users of all ages are interacting with these platforms right now. In fact, Facebook has reported that in countries most greatly affected by COVID-19 pandemic, they’ve seen an increase in Facebook usage by upwards of 70%. So we know that our digital donors are online and they’re likely already using the technology that we have an opportunity to use with them.

So let’s look at this. How can you use Bloomerang and Fundraise Up to secure much needed support in these trying times? And we’re going to do two things at this point in the presentation. I’m going to walk you through what this looks like in theory and then we’ll even have the opportunity to peek under the hood a little bit and see what it looks like to have a campaign based in Fundraise Up that feeds into Bloomerang, where you can report it. And, of course, if you’re like me, you love that Bloomerang timeline so you’d like to see that activity that gets saved there. So let’s dive in to a little bit of theory here.

So let’s talk about a campaign that we could set up for a digital donor. I love email and, by the way, so does the digital donor. And there’s a lot of fantastic things that we can accomplish with email. So in this example, I’d like to suggest that one of the best ways that you can engage your digital donor is not just with text or not images in your email, but actually with a video. Video is a high conversion way of engaging your donors.

So in this example, we’ve put together a very simplified email. And you’ll notice the play button right there on top of that image. And what’s special about that is, your donor can click play, they can watch through your video, and whether it’s an update from your executive director, or maybe it’s a boots on the ground video that shows that, “Hey, in spite of everything that’s happening in the world right now, we’re still achieving our mission.” Whatever it is, you can push that out in video form to your donors, engage them, and then even have a Donate button attached to that video.

You can accomplish that with a service like Wistia, YouTube, and Vimeo as well. These are all great services. I personally like Wistia. I think it has a lot of great engagement tools. So that’s what we’ll use a lot of time here at Fundraise Up. But any of these platforms can allow you to engage your donors through video.

And what you’ll do with an email campaign like this is actually link the Donate button to a landing page on your website. And here’s where there’s some great opportunities. And what I’m going to show you on this slide and two others after it is that in Fundraise Up, we have what are called elements. And these elements allow us to place really engaging components anywhere on your website. So what you’re seeing on your screen right now is an example of three of our cards. And with these cards, you can include custom imagery, custom text, and then use the button to link to a donation form.

So, again, this is card that we’re looking at. Now, I want to show you our goal meters. And so you’ll see on your screen right now three goal meters. And a goal meter is a really great way, again of engaging your donors and inviting them into your story of impact and demonstrating that people are already showing support.

One of the trickiest things to do when you launch a campaign with a goal meter is to have your donors be the first in the door, right? They load the page open, and instead of saying, you know, $7,800 out of $9,000, I might say $0 out of $10,000. And there’s some hesitancy that a donor can have about being the first one to give. But once you get the ball rolling with these goal meters, they’re a really great way of demonstrating impact and how people are showing their support and that the donor who loads the website and sees that there’s only 13% left, that they have an opportunity to engage with the charity and show their support.

Now I always save my favorite element for last. And that here is the impact slider. I’m an incredibly visual learner. That’s how I ingest information. And so these impact sliders can be so helpful for tangibly demonstrating the impact that a donor will have. So in this case, as you look at the image on your screen, you can see that as you move from left to right, from $10 up to in this case $1,200, that you will have a greater impact on the number of families that you help as you give more money. So, again, these elements are really phenomenal ways of taking highly engaging components and placing them anywhere on your website and then using them to enrich your story of impact and invite the donor to give.

So let’s go and jump into another poll. And, again, I know we have some people who are already using Fundraise Up. Hallelujah. Fantastic. We love that you’re here with us today. But let’s ask this question, “Are you using Elements to engage your website visitors and convert them to donors?” And there’s an option in this poll for everybody. Maybe you are, maybe you’re not, and maybe you’re not using Fundraise Up yet. Regardless of where you find yourself today, we would love to hear from you.

Diana: Thanks, Nic. As responses are coming in, we have a quick question here on, “Is the impact slider and Elements live yet or is that still in beta?

Nic: That’s a great question. And I will actually touch back on that when we dive into the Q&A because there is some exciting news that I have to share and I don’t want to give it away just yet. And I hope that sounds okay.

Diana: Spoiler, sorry about that.

Nic: It’s okay. Julia, I thank you so much for asking the question and I will respond to it. Don’t worry.

Diana: Awesome, and we have some responses coming in. Fifteen percent say that they’re already using Elements. Ten percent aren’t yet. And 75% aren’t using Fundraise Up yet.

Nic: Hey, that’s fantastic, two opportunities abound for us today. And, again, I’m so glad that we can all be here to educate ourselves and get more people using phenomenal technology like this. So let’s talk further about this experience with our digital donor. So we’ve sent them a beautiful email. Perhaps we’ve engaged them with video. We’ve pushed them to our website, and engages them further with elements. And so they finally go to click that Donate button. So what opportunities do we now have to see their support through?

Well, here. Let’s get started at the opportunity that you’ll see here on your screen. And this is a very special screen in Fundraise Up because it’s at this point that a donor has selected a one-time gift. And let’s say that they’ve said, “Okay, I will give a one-time gift of $80.” And they click donate. Well, what our artificial intelligence does is recognize that there is an opportunity for the donor to actually show greater support the charity that they love by converting their one-time gift to a recurring gift.

So we pop this screen up for them and we let them know, “Hey, did you know that you could actually make a greater impact?” And so they have these recurring giving options here. You can give $40 a month in this case or 30, or keep their, in this case, $160 one-time gift. And, of course, these amounts that you see there, the 40 and the 30, they’re variable. They’re not fixed and our AI will modify them based on the donors’ behavior.

But what’s really special about this screen is you as the nonprofit didn’t have to do anything to pop the donor to consider switching to a monthly gift. A lot of times what we see with some online giving forms is that it’s a very . . . it’s not a proactive experience, right? The donor either has to toggle a one time or a monthly gift. And that’s it. Or maybe the form doesn’t even ask them. It doesn’t prompt them. It’s just switch from a one-time to a monthly gift.

And so by simply putting the screen in front of the donor and letting them know that they can have greater impact, here’s some really, really awesome news. And we just got this back from our data team. Upwards of 40% of new recurring gifts occur on this screen. So we pop the screen up. And because we invite people to give using a recurring gift as opposed to just one-time gift, a nonprofit can see 40% of their new recurring donors created from this screen and it’s really fantastic. And what’s great about these recurring gift programs is that they’re perfect for the digital donor. These truly are uncertain times. Some people are out of work but still wanting to show their support. Some people are still employed and want to show support, but are a little uncertain about their own financial futures.

And so what a recurring gift program allows you to do is invite somebody to show support at a smaller monthly level that ultimately adds up to be a really supportive yearly amount, but it helps them plan ahead better. So for myself, for example, I’m still paying my student loans. Thankfully, they’re deferred right now, the government was kind enough to do that for all of us with student loans. But when I am making active payments on those, I kind of get a little a sweat bead on my forehead because I’m thinking, “Okay, I want to show support to the nonprofits that I care about. I also need to eat and I need to pay these loans. And so by making, say, a $10 a month gift, well, that’s very reasonable for me, it works and I can do that. At the end of 12 months, I will have shown some pretty incredible support.

So once a donor has opted to show their support, whether it’s through a one-time gift or recurring gift, they’ll be presented with different payment methods that they can use to show that support. But before we even talk about Apple Pay or PayPal or linking to your bank through a special service called Plaid, I want to highlight the feature that you see at the top of this iPhone screen. And you’ll notice that we’ve put in a big blue button, the ability for the donor to cover the processing fees. And a lot of times this feature is thought of as taboo, especially around the boardroom table. Board members say, “I don’t think it’s right for us to tell the donor that they need to cover our fees.” But here’s some really good news and you can take this back to your boards and share it with them. We have found that a majority of donors absolutely want to cover these fees for the nonprofit. They want to make sure that their support is maximized.

So here is the magical number across all of our organizations and across thousands and thousands and thousands of transactions. We have discovered that 92% of donors will opt to cover processing fees. And that’s amazing because they’re not only covering the processing fee that you might have with Stripe, they’re also covering the Fundraise Up platform for you. So when I as a donor opt to cover the processing fees for a charity that I support, I’m in many ways handing them a free online donation experience. And that’s incredibly powerful, especially again, looking ahead at uncertainty, especially when it surrounds budgets. A lot of nonprofits get stuck in a position where some of the first cuts have to be with staff and technology. And this is a great opportunity to not have to worry about that because we’re not focusing on monthly fees or annual contracts that lock you in and make you feel like you won’t have the flexibility and agility that you need in these times of uncertainty.

Now, we started by looking at that ability to cover processing fees. But I get really excited when we take a look at the payment methods that we offer through the Fundraise Up platform because we offer more payment methods than any other platform out there. And the reason being is that we’ve discovered that by allowing people to give in a way that they’re most comfortable with we’ll absolutely see more traction. In fact, we’ve seen some nonprofits generate entirely new donor segments just by offering these payment methods. So what you’re seeing on your screen right now is Apple Pay, the ability to pay with a credit card, PayPal and, of course, linking to a bank. And there’s another icon that you see on the screen right there.

And for our eagle-eyed Fundraise Up users, you might be wondering, “Okay, what is that? I haven’t seen that in my checkout experience.” And that’s because it’s brand new. We’ve just rolled it out. It’s called Click to Pay. It is a payment method that was dreamed up and put together by MasterCard, Visa, Discover, and I think American Express as well. And it’s kind of a response to PayPal. So in many ways, they’re similar. And so the reason that you won’t see us talking about that a lot yet is because we still ourselves have curiosity about how it will track with donors. But we did have a few of our customers who are enterprise level customers have this feature implemented with their previous donation forms and when they moved over to Fundraise Up, and it was a very good decision on their part, by the way, they wanted to make sure that they could still offer that payment method to their donors.

So we include it there. And again, by offering these payment methods, you invite donors to give in a way that is most comfortable to them, personally speaking, and I do fall into that 46% millennial group. I love paying with Apple Pay. I’ll use Apple Pay at Starbucks. I even use it to board the subway when I forget my MetroCard at home, which unfortunately happens more than it should. But it’s a really handy way of making a quick payment. And so we’ve implemented it in this donation flow so that a donor can make a gift. They can show their support literally in fewer than 30 seconds. And I know that this is true because we actually tried it. Our CEO and I went down to Starbucks, mostly because we needed a latte. But we stood in line, placed our order, and while they were processing the order, we made a gift to a charity that we support. It’s actually my alma mater, my college.

And so it’s a really great way to engage your digital donor. But all of this is great. But it only works well if there’s a solution that lets us pull in all of this data into our CRM. And here at Fundraise Up we love Bloomerang. We love our friends at Bloomerang. And so we offer a native integration with Bloomerang. And so what you see on your screen right now is a typical Bloomerang report, right? We’ve all seen it before. We run these reports on donors. We run them on transactions. And what you’re seeing here is actually a listing of transactions that originated in Fundraise Up but were automatically synchronized to Bloomerang. And they appear just the way that you would expect any other piece of data in Bloomerang to appear. So you don’t have to worry about learning a new way of running reports. You don’t have to access some buried menu somewhere. It’s right here living with the rest of your data.

And so if you’re able to see this on your screen well you’ll notice that we have a long list of transactions here. And so we’ll see the date that the gift was made, the amount. In this case, the fund is the Children’s Housing Fund. And it’s part of the gift of home summer 2020 campaign. So just as you use Bloomerang for the rest of your fundraising strategy planning and reporting, you can absolutely use it to gauge the data and the donor information that you capture in Fundraise Up. So you get a full 360 view of the donors’ journey.

And, again, talking about that beautiful timeline in Bloomerang you can see all of that activity on a donors’ timeline. And that’s what’s really exciting to see because you will see the email that you’ve sent them, you will see the opportunity that they took advantage of on your website. And if you’re using Bloomerang’s website tracking code, you’ve added a further element of tracking. And then you’re, of course, seeing the donation that was made because of that email solicitation, the visit website, and the ultimate showing of support through the Fundraise Up platform.

There’s one last theoretical area where I’d like to stop. And that has to do with saying thank you to our digital donor. And so it only makes sense that if we are reaching out to our digital donor digitally using a medium like email, for example, that we say thank you in a similar way. It wouldn’t make too much sense if our digital donor interacted with us completely digitally, and then we sent them a mail piece. I’m not saying that you shouldn’t send them a mail piece at any time. That’s still a really nice touch. But as our default, it might be best to send them a digital thank you. There’s a few different ways that we can do that. We’ve talked about sending a video to donors to help engage them and invite them into the giving process. And video can also be great for saying thank you.

We’ve seen some nonprofits that pick up the phone and make a FaceTime call to some of their donors. Other nonprofits might text the donor. And in a later presentation, that’s if you opt to learn more about the Fundraise Up platform after today’s webinar, in that future webinar, we’ll be focusing on doing this at scale because it will probably be too difficult to try and FaceTime call 600 donors, right? And so in the future, we’ll be looking at how you can semi-automate that process so that you can send highly personalized, individualized videos to donors automatically without too much extra work.

So with that said, what I want to do right now is switch gears. So what I’m going to do is I’m going to stop sharing my screen temporarily so that I can get the stage set for the next part of this, which is a little bit more live. And what I’m going to do is I’m going to show you our fictitious foundation website so you can see what elements look like in the wild. And then I’m going to show you what the checkout experience looks like with the campaign that I demonstrated in these slides. And then I’m going to show you what it looks like in Fundraise Up under the hood. So for the Fundraise Up gurus who are in the room today, you’ll recognize a lot of the admin backend. For those of you who are not yet using Fundraise Up, I think get really excited about the features that you see. So now that I have this setup, I’m going to return to sharing my screen with you. And that should do it.

All right, so you should now be able to see the website for the Helping Hand foundation. And again, this is a fictitious nonprofit that we’ve created to demonstrate the various features of Fundraise Up. So you’ll notice on the website right off the bat that there’s some animation in these buttons. You’ll see the “Donate Now” button there. There’s another one here. We even have one attached to the side of the screen there. And as we scroll down, you’ll notice those cards and you might recall those from our earlier slides. Even further down the page, we have this input field where the donor can input $1 amount. And again, looking back at my favorite, here’s the impact slider where you can see a change in impact as a donor modifies these values.

So, again, the important takeaway with elements is that you can add them anywhere on your website. You’re not constricted to having a static landing page and being stuck with how we think you should lay out your campaign. No, you can use these elements anywhere on your website. Here’s another example. This is a stat counter. There’s that input again where we can input those dollar amounts. And now I want to show you what the checkout experience can look like based on the campaign that we were just talking about in our slides.

So I’m going to switch over to another tab here. And so this is what a donor would see when they open the checkout based on the campaign that we sent. So we’ve created a campaign called Giving the Gift of Home. And so this is the very checkout experience that the donor would see. And what’s neat about this is we not only include kind of some standard information here about what amount you could choose and choosing between giving once and monthly, we also include this really special panel here. And what’s great about this panel is it allows you to fully integrate this donor experience. And so we use the same imagery in the email that we sent out. Maybe we used it elsewhere as well. We’re using maybe some of the same language that we used in other channels. And then we even give you the opportunity to include some additional links as well.

So maybe a donor arrives here and they decide, “Okay, well, I actually I think I’d like to make like a donor advised fund gift. So let me learn more about that. Maybe I want to access my donor account. So let me log into that or maybe I need help.” So let me click on that. Most of the time, a donor will be ready to make their gift. And what’s really special about these dollar amounts that you see here is that these are fully customized to each donor. And so if, say, we were all to jump onto the Helping Hand website right now, we would likely all see different amounts because our AI is using over 400 data points to help individualize this experience so that we can convert a website visitor to a donor. So there’s a lot of cool things happening there.

So I’m going to skip from what we’re seeing here on the donor facing side and show us what it looks like to put something together like this checkout experience in the Fundraise Up dashboard. So, again, I know we have some Fundraise Up customers currently in the webinar, and so you’ll recognize a lot of what you see here. But for those of you who are new to this admin dashboard, don’t worry if you’re feeling a little bit lost because one of the things that we’ll be able to do is at the end of this presentation we’ll give you the opportunity to book a free donation form assessment and a demo of the Fundraise Up platform with us, during which I’ll go through all of the settings that you can modify and shaped to fit any campaign.

But in this context, we are looking at the checkout setup for the Give the Gift of Home campaign. And just look at this bar here you can see everything that you can customize here, you can modify recurring givings, you can turn it on or off. It’s defaulted to one time or monthly. You can change the suggested donation amounts. You could even turn off the AI using this checkbox. However, I will caution you against turning it off. Our AI does a really great job of helping donors by presenting an amount that makes sense for them. So most of the time we say, “Go ahead and leave that on.” But there may be some situations where you need to modify it. You could set multiple designations if you wanted to, add in tribute so it could be in memory or honor or dedicated gift.

And here is one of my favorite spots right here, company matching. And so some of you might already be using company matching, and hopefully you’re doing it through double the donation because they do a really phenomenal job and take great care of their customers. But if you’re not using it, but have considered it but ultimately didn’t onboard with it because you felt that it might be too expensive, we’ve actually worked out really great agreement with our friends that Double the Donation. And what we’re able to do is remove the friction of getting stuck with a large annual contract. And so when your donor arrives on the screen and say they work for Home Depot. During quarantine, I know a lot of us are doing DIY projects so it’s always nice to talk about the Home Depot.

But let’s say that the donor works for Home Depot, they can select that company on this list. And if the match is eligible based on Home Depot’s criteria, that is the only time that you’ll ever be charged for a company match. And by the way, it’s just 10% that Double the Donation will charge for that successful match. And this means that any nonprofit can get started with company matching. You could be a small two-person shop and you’ll be able to take advantage of powerful company matching. And you can also be the largest nonprofit in the world and you’ll still have the same fantastic experience.

So we can configure all of these settings to work for our campaign. And, look, I’ll click on this option right here and you’ll see, and I’ll switch back to this view really quick, we set this up so we use the same imagery that we used in our email, some of the same text perhaps, and you’ll see just how easy it is to configure that here. We can add whatever text we need here, modify titles and graphics to really create a customized experience for the donor.

And now here is the beautiful part about our partnership with Bloomerang. And, again, this is what makes communicating and soliciting a gift from our digital donor so easy. We offer this integration with the Bloomerang CRM. And so I just want to give you a quick sneak peek of how easy is to set up that configuration. So we’ve already installed it here on our Fundraise Up account. But let me just scroll down here. And what we do is we create mapping rules to help make sure that we’re lining up the data correctly. So look at this. From Fundraise Up, we take the campaign name and we’re tying it to the Bloomerang campaign name. And so those are some global settings that we can set.

The point I want to make is that it is really easy to move information from Fundraise Up into Bloomerang so that you don’t have to worry about a lot of user intervention on your part as the staff member at a nonprofit. So that’s kind of what that looks like behind the scenes. We’ve also talked quite a bit about theory and how we can put this together. And now we have the opportunity to enter a time of Q&A. And I know that we’ve already started to get some questions in the door. So let me pull my slide deck back up and share my screen with you again.

All right. Perfect. So, again, this is a great time to start asking some questions. And if you’re like me, sometimes you’re a little bit shy about asking these questions live and that is absolutely okay. Please feel free to email me or connect with me on LinkedIn to ask questions outside of this webinar. But absolutely, if you do have questions right now that I can help answer for you, drop them into the Zoom Q&A feature and we’ll start answering those. I know we already got a few questions through the chat. So I’m going to look back through that list and make sure that I can answer all of those. I know I have one in here from Julia that I need to respond to. Yes, that’s right. And it’s about the impact slider. And that was the surprise that I wanted to save until the end.

So, Julia, it sounds like you are already a Fundraise Up customer. Thank you so much. We really appreciate that you’re using the platform. And you are right that when you last spoke with us that it was not yet available. But here’s some exciting news for all of our current customers and all of you who have the opportunity to start using Fundraise Up, we are hard at work on the release of Elements 2. It’s the second version of our very successful Elements. And not only are we building on the success of our original set of elements, we are adding more customization features and we’re even introducing additional elements. And so we will now publicly make available that impact slider that has been in high demand because it’s such an engaging element.

There’s others that we’re adding in as well. I don’t want to give away too much yet, but let’s just say, but they’re really going to enhance the way that you do your online donor experience. So, Julia, I hope that helps answer that question. Again, we’re hard at work on this. And we should see that release, I believe, before the end of Q4. So that’s coming up really quite fast. So we’ll see that ready to deploy to all of our customers at no additional charge very soon.

All right. I’m not seeing any questions drop into the Q&A. Diana, I want to make sure that when my internet died, that they didn’t somehow erase a bunch of things. But as we take a look at that, I’ll also keep looking through the chat for additional questions.

All right, here’s another question in the chat here. Somebody is asking about being able to create for the donor to enter their own customized monthly amount. Absolutely. As the nonprofit, you have the opportunity to fill that input with perhaps a commemorative value. But absolutely you can offer the donor the opportunity to modify it if they so wish. Here’s another great question. “How much does Fundraise Up cost?” And I love answering this question because it gives us an opportunity to highlight our mission as a company.

We exist not just to make a piece of software and then make money off of that. We exist because we recognize that there’s an opportunity to help nonprofits further their mission, which is why we don’t adhere to this strange contract-based high monthly fee model that a lot of other software vendors have pursued. Because ultimately it hinders the nonprofit from achieving their mission because they have dollars locked up. They’ve had to dedicate a lot of money to paying for their technology. And so with Fundraise Up, it’s just a small processing fee. And again, because you see 92% of your donors on average covering those fees, it really makes this an incredibly powerful solution for any nonprofit.

And the good news and again, this comes down to our fantastic relationship with Bloomerang is that when you sign up for Fundraise Up through Bloomerang, we will actually give you a discount on the processing rate. So that means your organization will see more money and be better able to serve the mission of your organization.

If you have any other questions, feel free to drop those into the Q&A. You can also drop them into the chat if that works better for you. And, again, if you’re feeling a little shy, that’s okay. My email is on the screen there, And, of course, even if you don’t have questions, I do invite you to connect with me on LinkedIn. That’s a great way for us to stay in touch. You can learn more about the platform. And what I especially love about being connected with you on LinkedIn is I get to celebrate with you your milestones. So as you launch new campaigns or new programs that you are starting to run. I love seeing those. I will definitely comment on them, like, celebrate, love, whatever I can do to help support you guys.

Diana: Thank you so much, Nic. This is such an exciting presentation. Even I learned a lot. So thank you so much for sharing all of that information about the digital donor. While we’re waiting for people to get in more questions, I would like to launch a poll right now. If you are interested for someone to reach out and talk to you more about Fundraise Up, Nic mentioned that you will get a free assessment and a demo. I’m going to go ahead and launch a poll right now. Let us know if you want someone to reach out for that.

Nic: Absolutely. Thank you so much, Diana. And yes, if you answer, “Yes, please,” to this poll, we will absolutely set you up with a free assessment of your current online donation experience. And we’ll give you a demo of the Fundraise Up product. And a great news is that, again, we’ve already highlighted this, when you sign up for Fundraise Up through Bloomerang there are absolutely like you see on your screen discounts and perks for you as a Bloomerang customer.

Diana: Thank you, everyone. And this class is being recorded. We’ll clean it up a little bit to out some of the audio and internet issues we had, but we’ll also send everybody a link to the recording and any of the notes so that you can share it with your colleagues as well. And you can have that conversation with your colleagues. I personally love, Nic, how your donation forms look. I love those little animations. It’s just so clean. And so modern. And just you said this word several times, so inviting to the donor. So I think that really speaks a lot to designing it from the donor experience.

Nic: Absolutely right. You’ve hit the nail on the head there, Diana. And we have not just designed this product to be aesthetically pleasing. We’ve designed it based on data and data that informs us that the way in which we’ve designed our product is the way to most engage your donors and invite them from being website visitors to being supporters of your organization.

Diana: Wonderful. Well, it looks like we don’t have a lot of questions coming in. But any last thoughts on the digital donor?

Nic: Yes. So if you guys have any additional questions, again, this is the right opportunity to drop them in for us. We have talked a lot today about who this digital donor is. And we’ve learned that it truly is anybody at this point. We’re all online in some way, shape, or form. And there are great ways that as nonprofit organizations, we can come to the table and meet the needs of this digital donor. Again, we saw that special number from millennials, a high percentage of millennials saying, “Hey, we want to show more support.” And so we’ve looked at opportunities in which we can engage an audience like that specifically. Again, as a millennial, I like to use Apple Pay, so that’s a great option to make sure is enabled on your donation form. But for all digital donors, Fundraise Up is a great solution to see increased support, especially as we head into year-end season when most nonprofits see a majority of their performance.

So I think, Diana, that we’re going to have an opportunity to wrap up a little early today by about eight-ish minutes, which I think is fantastic. It’s Friday. I think I can speak for some people, they’ve already put on their flip flops and they’re ready to walk out the door to the beach. I’m envious of them. I will not be able to do that today. But I’m really glad that we could spend some time together talking about the digital donor. And, again, we are absolutely going to do more presentations. And I kind of gave a little preview of what we want to do especially with saying thank you in a digital manner. So I hope that you took the opportunity to answer yes to the poll because we’ll also add you to our list of friends who we invite to our educational sessions through the Fundraise Up Learning Lab.

Diana: Wonderful. Thank you so much, Nic. We’re coming up on time. Thank you so much for all the information that you shared. I have Nic’s email address up on the screen as well. So if you’re shy to ask questions live, you can always send an email. We’ll make sure that you get a follow-up email or a response to your email. Thank you, everyone, for joining us today and spending part of your afternoon with us at Bloomerang Academy. If you have questions that you think about after, again, don’t hesitate to reach out via email. We’ll be happy to get those questions answered for you. Thank you so much. We hope you have a great afternoon and we hope to see you in another Academy class soon. Have a great day, everyone.

Diana Otero

Diana Otero

Learning Experience Manager at Bloomerang
Diana Otero is the Learning Experience Manager at Bloomerang. She was a former Board Member, Trail Maintainer, and Hike Leader for Nantahala Hiking Club, one of the 31 trail-maintaining clubs of the Appalachian Trail Conservancy. She also spent several years as an Adult Leader (2007) and International Staff (2011) for CISV International. Diana puts her varied background and experience to good use by continually updating and creating training and help articles, FAQs, and videos to assist customers in maximizing their day-to-day use in Bloomerang.