Individual Giving Group Call #1

Individual Giving Groups Quarterly Call #1 | Winter 2021

Friendship Walk & State Development Team Stuart Kaul Senior Director, National Friendship Walks

Arden Stone Director, National Friendship Walks

Will Macon Manager, State Development & Communications

Senior Director Director, State Development

Katie Rose Director, Champion of the Year

Kristen Starcher Director, State Development

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Individual Giving

Committee

Linda Kordek-Milton State Director, Texas

Matthew Fernandes, Chair State Director, New Jersey

Catlin Skufca State Director, Ohio

Andi Allen State Director, Florida

Molly Whalen State Director, Capital Region

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Purpose of Individual Giving Groups  Hear about national individual giving initiatives  Develop a wishlist of supportive materials  Share resources, ideas, and successes

 Share struggles and strategize to find solutions  Hold each other accountable to set the bar high!

Developing our monthly giving program with a corresponding promotional plan, staff resources, stewardship & reporting

Best Buddies International’s

Monthly Giving Program

Program Opportunity Monthly donation programs provide a reliable and sustainable source of revenue, which improve the long-term financial health of an organization.

 Diversify Revenue Streams  Improve Predictability Cash Flow  Improve Net Income • Donors who set up recurring monthly gifts give 42% more per year than onetime contributors

 Improve Donor Retention

 Improve Donor Experience

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Donor Perspective  Impact at a deeper level  Convenient & hassle-free payments  Insider access

Program Opportunity ď ą Diversify revenue streams

ď ą Improve Donor Retention (Source: Fundraising Effectiveness Project)

45.5%

vs.

90+%

Average Donor

Monthly Donor

retention rate

retention rate

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 Increase Net Income (Goal is to increase individual gifts revenue stream to 14-15%, giving the pie chart more balance)

 About a $1 million increase in monthly giving (in combination with other individual gift types) would bring

individual gifts to about 14-15% of our total budget (same as the special events and grants portions of the pie chart)

 If each state office recruited 10 new monthly donors per year (at the minimum $19.89/month) would

put us at $1 million in 2030.  With a goal of recruiting about 360 monthly donors in 2021, at the minimum monthly payment, we would bring in more than what Giving Tuesday or the End of Year campaign brought in in 2019.

Note for Comparison: Giving Tuesday 2019: 822 donors, 56,585.40 | End of Year 2019: 225 donors, $36,628.01

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Powerful Story Sharing

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Implementation: Marketing Target Audience  Current Donors o Recurring o First-time o About to be Lapsed

o Gifts of $100 or less

Promotional Plan  Email Campaign (launch March) o National kick-off email o 2nd National email (summer) o Complimentary local email templates o Cross-promotions • BB Graduation

 Generation Z o BB Alumni o Outside the org

• Workplace Giving Lunch & Learns

• Giving Tuesday & EOY  Social Media series

o National o Local

ď ą Young donors gravitate to monthly contributions ď ą Monthly donations were more prevalent among lower-income respondents ď ą The household income bracket reporting the next highest rate of monthly contributions was the $200,000+ income bracket, at 41%.

*Survey from Data Axle

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Giving habits remain strong during the pandemic.

*Survey from Data Axle

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Proposed Additional

Revenue Enhancers  A t-shirt for the first year and possibly some alternate prizes for each following year? (Order through Will Enterprises)

 An exclusive town hall / Zoom gathering hosted

by David Quilleon with Anthony and possibly an Ambassador as special guests

 Emails/postcards/videos highlighting participants stories

Implementation: Stewardship (proposed) Engagement Donor Experience

 National Stewardship o Email from participant(s) with impact story & info about shirts o Participant post card & shirt o Email invitation to town hall (including participant video) o Email with town hall recording, impact story & year-end summary

Reporting  Data Team sends updated monthly donor lists organized by state to staff every month & prospect lists quarterly

Website Updates (proposed)  Launch new splash page to incorporate powerful storytelling

and imagery  Adding the Monthly Giving option from the general Donation landing page Donate to Best Buddies -Best Buddies International

 One monthly giving form with a drop down for states/national that has monthly giving levels pre-selected and the monthly option the default

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Individual Giving Group Sharing

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A Win

Area of Opportunity

Area of Support

What is one past success or something you’re currently working on that is going well?

What are you struggling with (past or present)?

What support or additional resources would you find helpful?

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