Alright. Let's get started. I am so excited that you're here. We are gonna talk about what you can do to streamline your day on Giving Tuesday. Before we get started, I just wanna share a little bit about myself and who I am if you are unfamiliar with me. My name is Abby. I am a part of the team over at Neon One. I've been in the nonprofit tech sector for almost twelve years now, which is really weird to say out loud. And I've been really fascinated by understanding donors and what they want from the nonprofits they support and what that means for people like you who want to reach your donors. So today's Tech Circle is gonna draw on kind of what donors are doing on GivingTuesday and more importantly, how you can use tech to kind of simplify your your your day. So I am gonna just put this caveat out there. If you are a Neon. One user, of course, everything you're gonna see today is applicable to you and is possible in the platform. All of the examples are from the platform. However, if you don't use Neon One, you are still gonna be able to apply everything we cover here today in your own system. It just may look a little different. Couple little things. We would love it if it moved over. Please do ask me questions and talk to me in the chat. I love knowing that I'm actually talking to other people and not just shouting into a void. That said, if you have questions or anything, do try to remember to drop them in the q and a box. Sometimes the chat can get going pretty fast, and I try really hard not to miss questions, but it does happen sometimes. I will be less likely to miss them if they are in the q and a box. And then the perennial question, are we recording this webinar? The answer is yes. You're gonna get an email from me tomorrow morning that will include a link to, the webinar and some other. GivingTuesday resources that we'll talk about, today. So before we get started, I wanna ask, how are you feeling about your. GivingTuesday campaign this year? On a scale from. David to SpongeBob, how are you feeling about. GivingTuesday this year? Let me know in the chat. That'll kinda help me gauge where you are. We are David over here. Savannah, we're David.. Amazing. David. David. Okay. For all my Davids here, we are gonna cover some things that you can use. We are Larry David.. That is a next level. David, we're living in Schitt's Creek. I feel like we're all kind of in a similar place. Okay. So the goal today then is for me to give you some really practical tactics that you can use, for GivingTuesday. And honestly and secretly, a lot of this is also gonna be applicable to other major campaigns you run throughout the year. If any of you in here are SpongeBob, I would love it if you would chime in in the chat too so we can benefit from your expertise. Oh, you guys are cracking me up. Okay. So no matter how you're feeling about it, I I hope that the the resources I'm gonna give you are gonna be useful to you. I'm going to copy this and drop it in the chat also just in case you don't wanna use a QR code. The Giving Tuesday resource center is available to everyone whether or not you use Neon One. And if you are the Davids, this does have some planning worksheets in there. It's got some checklists. It's got social media templates that you can use for your posting. It's also got some email templates that if you are like me and you have a hard time writing, emails from scratch, they will at least get you started. So, take a look at that, see if anything is gonna be useful for you. And then, we I I hope I hope they help you, David. Kyla, he's here. They are closer to SpongeBob, but they still need to do some prep. Kyla, you are an inspiration to us all. I hope you share some ideas. Okay. So I saw the link will be dropped in the chat. Oh, yes. I dropped the link in the chat, and I sent it only to host some panelists, which is not helpful because I am the only host and panelist. Let me drop that in there again and send it to the right people this time. Okay. Send it to everyone. There is the link. Okay. So I saw at least one person in here who is new to the fundraising sector. So is this a big deal? If you have wondered, if. GivingTuesday is worth it or if you've never done it and you're not sure if this is a good use of your time, you may be wondering, is is taking a few steps to kind of streamline things on GivingTuesday really worth the effort? And I'm here to tell you that it is. I'm also here to tell you though if you are intimidated that running a great Giving. Tuesday campaign is a lot like running any other campaign. It is a lot of work, but it can have some pretty remarkable outcomes. So I can tell you this, people in your community are looking ways are looking for ways to support their favorite causes on GivingTuesday. And they're also often looking to do that in a number of different ways. So, of course, people make monetary donations on GivingTuesday, but they are also looking to do things like, volunteer for their favorite causes or, make in kind donations. They may be looking to advocate for some of their favorite causes, and they generally are looking for ways to participate in what has become a global movement that celebrates generosity. Now that said, connecting with those people and getting them involved in supporting your work can take a lot of effort. So I don't when I'm going through these these next tactics that we're gonna look at, I don't wanna undermine all of the work that you're putting into it. GivingTuesday is not a we will build it and they will come kinda situation. The work you're doing, if you're if you're feeling like David, I'm telling you the work you're gonna do is gonna have a really remarkable impact. So I'm going to share some ways that you can start now to simplify your day. And then on the day of GivingTuesday, on December third this year, you can kind of spend some time watching your community and engaging with them and understanding how much they really love you and your work. So here are some things you can do ahead of time. Do now so you can spend more time enjoying the day on December third. Okay. Let me know in the chat about how many people do you think you're gonna have working with you on. GivingTuesday because it's gonna help. And now when I say people working with you, I mean, of course, other staff people, but also, community advocates, your board members, volunteers, anybody like that. Ten. Oh, Christina. Good team. Good team. Two to four. It's just me. Oh, I'm so proud of you small shops. Three, two, one.. Just me. Okay. Great. So those of you who are just have that you just have you, feel free to tune me out for a little bit or take what you can from this because those of you who are working with multiple teams, this sounds kind of silly because it seems kind of obvious. The first thing and most important thing I would argue that you can do is get everyone on your team up to speed on everything they need to know ahead of time. If you have ever launched a campaign and ended up running around trying to answer a zillion operational questions, you know how stressful this can be. And I am speaking to you as a marketer who launches my own campaigns all the time or our own campaigns all the time. And this is a huge part of launching a successful push. So before GivingTuesday, get everybody who is involved in the campaign in the same room or Zoom meeting or Teams meeting or whatever you're using. Go over your campaign with everyone and be as specific as you can. Cover your overall goals, cover what you're gonna do to reach those goals, cover this is important. What reaching those goals is going to accomplish that will keep everyone motivated. Talk about the stories you're gonna use to support your appeals and the activities. Just make sure that everyone is on the same page. This is especially important if you have people who are going to be working with you on your team, who are not involved in your day to day fundraising. So this is gonna be a big deal. This is also the perfect time to go over individual activities that you have planned for the day and what time it's going to happen. So, again, like, take this for me. I work in marketing, and taking the time to coordinate all of your launch activities is a hundred percent worth the effort. So go over your big moments. When are you sending important appeals? When are your volunteers showing up? When are you doing a video live stream? Things like that. This is especially important if you have more than one person who's managing things like your social media posting and your emails. So when everyone who is on all of your different channels and everyone's on the same page, you can keep your messaging in lockstep the whole day. And then as you are reviewing your plan, make sure everyone knows what they're responsible for and when they are responsible for making it happen. So who's gonna be in charge of of sending your update emails? Who needs to be available to welcome volunteers and get them signed in? Who can everyone go to if they have questions about something hinky happening in your fundraising platform? When you're really busy, like you probably are right now prepping for these campaigns, taking the time to do this kind of thing can feel a little silly, but I do promise that taking the time to make sure that everyone knows what they must do and when they must do it is going to make your day go a lot more smoothly. While you're meeting, I also highly recommend double checking that the people on your team know how to access everything. Does the person who's managing your social media have the login information for your Facebook? That's especially important to know if they're a volunteer. Do people know where they can find the graphics that you made to support your storytelling? Can everyone get into the. Google Drive or OneDrive folder where you are storing all of the drafts for your emails? Does your team know how to access your fundraising platform so they can keep an eye on your progress? Again, like, this all sounds kind of silly. It all sounds kind of obvious maybe, especially if you've launched more than a few campaigns for yourself, but I can promise this makes a difference. A few years ago, I participated in a GivingTuesday campaign, and I made a bunch of graphics for our social media manager. What I didn't realize is that. I had given her the ability to see them, but she didn't have the ability to edit them. So she saw a graphic. She needed to make a small update. She couldn't. She had to find me. I had to stop what I was doing, go get into the Canva account, change the permissions, and that edit took her a lot longer than it needed to because I didn't think through getting her the right permissions. This step will I promise it will help you avoid so many little bumps and inconveniences on coming Tuesday. I speak from experience. Now if you are still planning your campaign for those of you who are the Davids, and this is making you think of things that you wanna put together, like graphics or or something else. These will get you started. I if you haven't yet, I really encourage you to check out the how to participate section on the. GivingTuesday website. It's super helpful. They've got a ton of resources that will help you plan your day. They've also got a lot of graphics, which is really cool. They also have some, some stock photos that you can use to support your campaign. I've already mentioned the, the Neon One GivingTuesday resource center, so I won't dwell on that. If you wanna check out, some photos, if you wanna supplement your campaign with, like, stock photos,. I love a site. I really like Pexels, and. I really like Unsplash. I use Unsplash a lot. Those two resources, by the way, using good stock photography is super helpful if you work in an area where, sharing images or personal information about your clients is not safe or appropriate. So try try those. If you're not using Canva to put together graphics and other visuals, I think you might really like it, and I promise they're not, like, paying me to say that. I'm not a designer, and even I can use Canva. And and if you're a nonprofit organization, they have a program for you, where you can access their tools at no cost. If you look up I think if you just look up Canva for nonprofits, it'll pop up. You have to apply to be approved, but once you are, you can use their tools at no cost. So these are just some ideas. I wanted to throw in there to help you get started if you're looking for ways to take your campaign kind of to the next level. I saw Savannah, ask if I was gonna be sharing any tips for video content. I'm not sharing the that content today. I will say if you look in the GivingTuesday resource center, the Neon One one that. I linked earlier, there there are some ideas in, I think, the social media templates section, four ways that you can use video for getting getting your people excited about your campaign. Okay. Oh, Nikki, thank you so much for linking. Y'all, if you don't have access to Canva yet, Nikki Bates just dropped a link in the chat to where you can get Canva Pro for free. You do have to have proof of your tax exempt status. But, Nikki, thank you so much for dropping the link in there. That's huge. Okay. Once you've got everybody on the same page about what you're gonna do, when you're gonna do it, and how it should all go, it's time to start handling the actual activities that you're gonna use to support your. GivingTuesday campaign. So it will surprise none of you to hear that this day is really big on social media. The hashtag GivingTuesday, like, that hashtag gets millions and millions and millions of impressions every year, and posting to your social media channels will help kind of reinforce the messaging that you're sharing elsewhere, so on your website, in your emails, anywhere else you're talking to your community. But to avoid having you sit in front of your computer writing posts all day, I would suggest trying to schedule some posts now. And I'm gonna talk about three kinds of posts and how to handle them. So you're not gonna be able to schedule everything in advance, but you can probably do a lot ahead of time. So think through what you're gonna post about. If you get the the. GivingTuesday resource the GivingTuesday Toolkit, it's got a sheet that you can use to kinda plan it out. Or if you don't wanna do that, you can just use a spreadsheet or something to, like, figure out when you're gonna post things on what channels. And the the first thing to do is identify what you know you're going to post. You are definitely going to post those things. So map those out and start writing them right now. So if you know you're gonna post an appeal in the morning, if you know you're gonna post an appeal around lunchtime, and you know you're gonna post an appeal toward the end of the day, you can write those now and schedule them today. If you know that you're gonna do some videos, if you're Savannah and you're already thinking about video content, you can probably, like, do those now and post them now too. If you are using a platform to manage like, one platform to manage all of your social channels, some common ones are like Sprout. We use Loomly. Hootsuite is a really common one. This is gonna be pretty easy for you. But if you don't have a platform like that, most social media platforms have native tools that you can use right in the platform to schedule your posts. So this is the interface for scheduling a post on Instagram, and there are similar tools in pretty much every other social media platform I've ever used. So okay. You're gonna get these done. Think of these as the tent poles for the rest of your social media activity on that day. You are definitely gonna post these things. So once you've got them planned, you can also prepare some other posts ahead of time. These, you're gonna get ready, but you're not gonna schedule them because you're gonna make some slight adjustments to them on GivingTuesday itself. So this is a really great tactic for those of you who are working toward a specific goal. It's also really great if you wanna give specific examples or, like, updates about your progress toward those goals. So right now, you can create graphics or write posts. Don't don't schedule them necessarily, or do. Just make a note that you're gonna that you're gonna go back and update them, and then make little updates right before you publish them on your social media channels. So this also works if you're posting on your website too. So sitting down to make a graphic like this one, which look how cute it is. I made it. I don't it took, like, thirty seconds, in Canva. So make a graphic like this one. Because sitting down to do this on GivingTuesday when you've got a million other things to do takes up a huge amount of mental energy. But if you have this ready to go and you simply drop in the amount you've raised, that will make the process a lot easier for you mentally. So you've got your tentpole post scheduled, so ones we covered in the last slide. You've got these updates are prebuilt. They're ready to go after just a couple of tweaks. When you have those two pieces, you will leave yourself a lot of room for for more creative posting, like behind the scenes updates from your team. That's a really good one. Videos of your volunteers working on a cool project, silly memes. I love finding myself on, like, nonprofit TikTok. People are so creative. You can create reels or TikToks that use trending sounds. You can really kind of give yourself some mental space to do fun spontaneous posts that show off your organization and your supporters, and they get people really excited about supporting your work. So I say this to you as someone who has to create content for my job. When you don't have to think about the content that you must post, you have a lot more room to think about the content you want to post on the day itself. So scheduling as much of your social media activity ahead of time will help give you that space to have more fun and be more creative. Okay. We've talked about scheduling social media posts. Now I want to talk about automating some other processes. These are some things that you may be able to set up now, so you don't have to think about it on GivingTuesday itself. If you are focusing on fundraising this GivingTuesday, the fundraising platform you're using, whether it's Neon. One or someone else, it should give you the ability to have an automated receipt go out to someone immediately after they send their or after they submit their gift. I do highly encourage you, regardless of the platform you're using, to go in and spend some time creating a special version of your receipt for. GivingTuesday donors. Add some branding elements. I've I've in this example, I've used the GivingTuesday colors kind of. Add a picture or two, write a really solid thank you note, and then double check that the receiving function is working the way you want it to. When you do this, you this will make a really great impression on the people who support you on GivingTuesday. You may wanna look for other opportunities to automate basic tasks also. So two automations that our clients use a lot and that I see working really well for them. One is a an email series, a welcome email series for new donors, and the other is a an automated kind of workflow to assign a task to somebody. So if you have the time, I would love it if you would set up a welcome email for new donors or, even better, a series of welcome emails for new donors. GivingTuesday is a great way to engage new people and bring them into your community. And a welcome email series is a really powerful way to start building a relationship with them and to kind of increase the likelihood that they stay engaged with you in the long run. If you let's see. If you have you may have this in your platform. Otherwise, you might be able to schedule it out in advance. Something that we see works really well is automating the creation of follow-up tasks for supporters who fit specific criteria. So what does that mean?. That sounds very technical. What this means, if you can, you can automate creating a task for, say, your development director or your executive director to follow-up with a phone call with any donor who makes a gift over a hundred and fifty dollars on GivingTuesday. Or you could create a task for someone on your staff to send a thank you postcard to any GivingTuesday donor who's never made a gift to you before. That's what I mean by automating those tasks. If you don't have a platform that will do that for you, you may be able to go in and maybe add events on people's calendars reminding them to call new donors, send a postcard, take other actions to encourage ongoing participation. Nikki, every year, I think about doing an email three days before GivingTuesday that tells people they can opt out of three to four emails on GivingTuesday if they give early. That's very funny. That actually is very funny. I like it. Okay. So we're gonna talk about this actually kind of. The reason I'm talking about automating these donor communications and then prioritizing keeping these GivingTuesday folks engaged is because this can really help you prepare for the rest of December. So one thing I really love about GivingTuesday is that it is a great way to get your community excited about supporting your work later in the year also. And I have two tactics that you can use to help. So right now, you can do it right now. Don't have to do it on GivingTuesday. Try building and scheduling an email that goes out to everyone who supported you on GivingTuesday, twenty four to forty eight hours after the fact. So in our system, you can do this by automatically adding any GivingTuesday donor to an email audience, and then you can schedule an email campaign to that specific audience. Or if you're like Nikki and you wanna give people the ability to opt out, you could say, hey. Why don't you add everybody who donates on this day as a result of this email and exclude them from any GivingTuesday emails if you wanna get creative? Now this may work a little differently for you depending on the system that you're using, but this basic functionality should be available to you. The reason I emphasize this is because this is a really great way to thank your community and report their impact after GivingTuesday, but before your end of the year fundraising push. So I can't reiterate enough to you how important this email is because many, many, many people who donate to you on GivingTuesday are open to giving to you again before the end of the year. But to get them to do that, you're gonna wanna let them know how much you appreciate their generosity, and you're gonna wanna give them some details about how they're they're already making a difference. And you wanna do that before you ask them for another gift. They will be a lot more likely to donate to you if you do that for them. So, out of curiosity, how many of you are actively working on your year end appeals already? Let me know. So the reason I ask is because a lot of folks I've talked to are already yes. Yes. I love to see it. I love to see it. We're going to print tomorrow. Anne Marie. Amazing. Okay. My what? Gerald. Oh gosh. Okay. The reason I ask is because a lot of folks I've talked to are already working on those year end appeals like you here. What you can do is take the appeal that you have written already and copy it and just make a version that speaks directly to the people who donate to you on GivingTuesday. Send it to that email list, the audience that you created. Here, it's my you can kinda see it. The audience name is the. GivingTuesday 2024 donors. Just make sure when you do that, you use that list as an exclusion list for the more general appeal so your donors aren't getting two versions of the same thing. This is a really important tactic because, again and I didn't include it on this slide because I didn't think I'd have time to get into statistics. But, when we did our recurring giving research and looked at how recurring donors participate in GivingTuesday, We found that last year, eighty percent of people who initiated a monthly gift on Giving Tuesday made a second gift to the same organization before the end of the year. People are willing to donate to you after GivingTuesday and before the end of the year, but kind of automating the list building process will make it a lot easier for you to keep them engaged after giving Tuesday, send them a targeted appeal, and then kind of keep them engaged into the new year. So I want to reiterate, that GivingTuesday is a fantastic opportunity to get involved with your community. If you play your cards right, the momentum that you build on GivingTuesday can kind of launch you into the the rest of the December fundraising period. So I just threw a lot of ideas at you in a pretty short period of time. I'm gonna answer a couple of questions. But while I do, I saw a few of you are asking, for the the link again. So here's here's, the QR code. If you want to grab it and then let me copy this link and I'll send you a link. This is the GivingTuesday. Resource Center. It's got all kinds of goodies in there. Now let's look at Q&A. Okay. What are the dogs' names? My parents' dogs are. Sadie and Bronwyn. They are both, black mouth curs, and they are currently sleeping on the on the deck. So, let's see. If you already have an automated welcome series for all donors for the first thirty days, do you recommend having another. GivingTuesday welcome series? What's the difference, and how does that impact giving behavior? Alia, that is I think that's how I say it, Alia. That is a fantastic question, and I'm gonna give you a two part answer. If you already have a welcome email series for new donors, you are ahead of the game. Most people don't. And I am pretty positive that I mean, that says to me that you are actively working toward building an engaged community. Do I recommend having a second GivingTuesday version? My answer is that depends. Do you have the time, the energy, and the resources to build a second one? If you do, go for it. If you do, I would say it would be an amazing opportunity to kind of build on the story you told on GivingTuesday. So in a lot of my examples, I'm pretending that. I am a fundraiser. I'm raising money to, send kids to summer camp. It would be very cool if you could do a welcome email series specifically that focuses on that story you've told. But if you don't, I really think that you can still meet the primary goal of a welcome email series, which is to get people excited about your work, tell them a little more about your organization and what you do, and then give them additional ways to get involved. So, you're doing great if you have one already. If you have the time, energy, and resources to make a GivingTuesday one specifically, go for it. I don't have a direct, like, number or study or anything about how that would impact future giving. I will say that a welcome email series will probably help you keep people more engaged, and the more specific you can be about their impact, the better. So I'll just keep you with that. Sarah asked, how do I turn on Google Pay and Apple Pay on my site? Sarah, that depends entirely on the processor that you're using. If you are a Neon One user, I would recommend you I would look at support.neonone.com. We should have some documentation in there, or just contact us, and we can help you turn that on. If you're using another fundraising platform, I'm not sure what the process is because it varies from processor to processor. Do you suggest asking for. GivingTuesday donations prior to the actual day? And if so, how far in advance? That is a really difficult question to answer because I don't have a lot of actual data around it. What I will say is this. From everything I have seen, people don't give because it is GivingTuesday. They give because they are excited about the work that you're doing, and you just happen to be asking them for support on GivingTuesday. So regardless of when you send your appeal, I would encourage you not to ask for money because it's GivingTuesday. That's not a compelling reason to give. I would encourage you to say, hey. We are raising money to do this very valuable work. We would like to have your support. We're gonna be talking about this on GivingTuesday. Also, keep your eyes open for updates and stories. I would I would take that approach instead of focusing on it as a GivingTuesday activity. I will be at a conference for work on GivingTuesday, but my org still wants me to do something for GivingTuesday. Other than the automation tactics already discussed, what do you recommend? Okay. So anonymous attendee, I don't know how involved your your board is or your volunteers or your executive director or anyone else. What I would recommend is building a plan now, getting everyone on the same page, and putting those activities in your team's very capable hands. If they don't have capable hands, I would encourage you to automate what you can, and then just kind of keep an eye on things as you are at the the conference. Maybe have a board member or two keep an eye on what's going on. But the more you can do to automate it in advance, the less time you'll have to spend actually working on it at the conference. Also, maybe scope out. I've had to do this at conferences. Scope out and see if you can find a quiet place, to check-in every once in a while. Let's see. Thoughts about doing posts and content emails as well leading up to GivingTuesday versus just on GivingTuesday? I am I'm kind of I've kind of alluded to it already today. I am of the opinion that you should be talking about your organization and your work and how people can get involved all the time. GivingTuesday is a celebration of generosity, and a lot of people raise money on GivingTuesday, just as a lot of people go shopping on Black Friday. But people also donate outside of GivingTuesday just as they shop outside of Black Friday. So I wouldn't again, like, I would kind of encourage you, like, yes. Like, get people excited about what you're gonna be raising money for on GivingTuesday. Talk about the kids that are gonna get scholarships to summer camp, talk about the animals that are gonna get care at your veterinary clinic. Give people the opportunity to to support you, but don't ask them to give because it's GivingTuesday. Don't ask them to give because it's running up to GivingTuesday. Ask them to give because you're doing good work that they wanna support. Let's see. Is text to give a good. GivingTuesday idea, and does Neon CRM have a free tool for that? So a little bit of maybe to kinda answer. So we do have a text to communicate platform. What that means is that you can send text messages to people who have opted in to receiving them, and in that way, you can ask them to make a donation that way. Text to give is a slightly different tool where a donor initiates a gift by texting a a keyword to a shortcode, and they do it that way. So if you want to talk with people, on GivingTuesday via text, we can help you do that. It's kinda just like, I'll say this. Texting is a very powerful tool, and because it's a very powerful tool, it should be used extremely carefully. How many of you, I don't even know how many of you are still hanging off me. I know we're over time. How many of you have ever signed up to get texts? Like because there was a sale or you wanted a coupon code or something, and then the vendor just absolutely inundates you with text messages. It happens to me all the time, and it drives me crazy. So I would encourage you with this. Yes. You can send text messages on. GivingTuesday to get people excited about your work. I would say use that extremely carefully because it can be very overwhelming. If you you also need to make sure that everyone you are texting has opted into receiving that information. So if you have a list of donor telephone numbers right now, but they have not clicked a checkbox on that your donation form, your volunteer sign up page, or wherever that says, yes, you may send me text messages, you should not send them texts. So by all means, text your people if you think it is the best way to communicate, but be very intentional about when and how you do it because it can feel either very personal and very engaging and very warm, or it can feel very intrusive. So use your best judgment there. Okay. I think those are most of the questions. Thank you all so much for being here. I know today is a big day for a lot of you. I know a lot of you are feeling the, the David, from Schitt's Creek, feeling you can do this. You're gonna do a great job.. I hope the resources help. I'm gonna send you an email tomorrow. If you didn't snag the link, I will. It's in the email that you're gonna get from me tomorrow. Yes, Simone. The recording will also be in there, and I will talk to you all very soon. Thank you so much.. Have a great day.