A fundraising success checklist for nonprofits

 This is a pretty comprehensive list of fundraising success checklist for nonprofits. If you’d like any help. tips or advice, do get in touch

Mobile and Social Fundraising Strategic Plan

  • Conduct an online communications and fundraising audit.
  • Organize a meeting to ensure organizational buy-in.
  • Write a mobile and social fundraising strategic plan.
  • Create a budget.
  • Create a system to track and report on success.
  • Implement your strategic plan.

Websites

  • Decide whether to launch a new responsively designed website, to mobile-optimize your current site, or launch a separate mobile website.
  • Select a Content Management System (CMS) and hosting service.
  • Hire a website and graphic designer.
  • Write content and secure photos for all website pages.
  • Launch a blog inside your website.
  • Prominently feature a “Donate” button and social network icons on your home page and every page of your website and blog.
  • Add an e-newsletter subscription form to your home page and every page of your website and blog.
  • Add social sharing and comment functionality.
  • Select a website and blog analytics service.
  • Get master copies of Photoshop files for all website and blog graphics from your designer.
  • Configure your website and blog for search engine optimization (SEO).
  • Test your website on multiple mobile devices before launch.
  • Follow and study the World Wildlife Fund, Sex, Etc., Mercy Corps, Malaria No More, andBest Friends Animal Society.

Email Communications

  • Select an email communication software.
  • Design e-newsletter and email fundraising appeal banner images.
  • Design e-newsletter and email fundraising appeal templates that are mobile compatible.
  • Prominently feature a donate button and social network icons in your e-newsletter and email fundraising appeals.
  • Get master copies of Photoshop files for all e-newsletter graphics from your designer.
  • Add social sharing functionality.
  • Create campaign-specific landing pages for email fundraising campaigns.
  • Create an e-newsletter subscribe page on your website for effective promotion on social networks.
  • Create an e-newsletter subscribe graphic to better promote your e-newsletter on social networks.
  • Experiment with online contests to build your email list.
  • Follow and study UNICEF, SOS Children’s Villages, ONE Campaign, National Park Foundation, and the Electronic Frontier Foundation.

Online Fundraising

  • Select a Constituent Relationship Management (CRM) system.
  • Select an online fundraising software that is mobile compatible.
  • Create a donate page on your website and ensure that the donation process occurs on one page.
  • Set default donation amounts.
  • Add an optional mobile alert opt-in field, if applicable.
  • Add charity rating graphics.
  • Include program versus operating expense graphics.
  • Write and add giving impact statements.
  • Include tribute giving as an option on your donate page.
  • Create a separate donate page for tribute giving for effective promotion in email communications and mobile and social media.
  • Design promotional graphics for your tribute giving campaign for your website, blog, email communications, and social networks.
  • Create an ad for your tribute giving campaign for print materials.
  • Include monthly giving as an option on your donate page.
  • Create a separate donate page for monthly giving for effective promotion in email communications and mobile and social media.
  • Design promotional graphics for your monthly giving campaign for your website, blog, email communications, and social networks.
  • Create an ad for your monthly giving campaign for print materials.
  • Design a “Donate Monthly” button for your monthly giving campaign and add it to your website and blog.
  • Create a system to thank your monthly donors on a regular basis.
  • Ensure that your thank-you landing page includes social network icons, social sharing functionality, and a thank-you video or slideshow.
  • Ensure that your thank-you follow-up email is custom-branded and includes social network icons, social sharing functionality, and a thank-you video or slideshow.
  • Create a “More Ways to Give” page.
  • Create an annual thank-you and program achievement infographic or presentation and include it in your donor thank-you communications.
  • Add your tribute giving and monthly giving campaigns to your “More Ways to Give” page.
  • Follow and study Partners in Health, Feeding America, American Cancer Society, African Wildlife Foundation, and charity: water.

Social Fundraising

  • Select a social fundraising software.
  • Create a fundraising guide for your fundraisers.
  • Offer contests that reward fundraisers who raise the most funds during the campaign.
  • Create an email list solely for fundraisers, and throughout the year keep them updated on the causes that they raised money for.
  • Create a mobile list for fundraisers and occasionally text them fundraising tips and event updates.
  • Design promotional graphics for your social fundraising campaign for your website, blog, email communications, and social networks.
  • Create an ad for your social fundraising campaign for print materials.
  • Design a “Fundraise” button for your social fundraising campaign and add it to your website and blog.
  • Add your social giving campaign to your “More Ways to Give” page.
  • Send follow-up thank-you emails to social fundraising campaign donors with your nonprofit’s branding and social network icons.
  • Send follow-up campaign update emails.

Crowdfunding

  • Select a crowdfunding software.
  • Write your project summary and set up your crowdfunding campaign(s).
  • Donate to your own crowdfunding campaign before launch.
  • Design promotional graphics for your crowdfunding campaign for your website, blog, email communications, and social networks.
  • Create an ad for your crowdfunding campaign for print materials.
  • Add your crowdfunding campaigns to your “More Ways to Give” page.
  • Send follow-up thank-you emails to crowdfunders with your nonprofit’s branding and social network icons.

Mobile Fundraising

  • Select a text-to-give software.
  • Launch a mobile alert campaign.
  • Add a mobile alert subscription form to your home page and every page of your website and blog.
  • Add a mobile alert icon to your website, blog, and e-newsletter and email fundraising appeal templates in proximity to your social networks icons.
  • Add your text-to-give campaign to your “More Ways to Give” page.
  • Create text-to-give and mobile alert promotional graphics for your website, blog, email communications, and social networks.
  • Create ads for your text-to-give and mobile alert campaigns for print materials.
  • Sign up for Google for Nonprofits and Google Wallet.
  • Follow and study the National Wildlife Federation, Humane Society of the United States,Human Rights Campaign, Greenpeace, and the American Red Cross.

Mobile and Social Content Strategy

  • Write a mobile and social content strategy.
  • Create an editorial calendar.

Integrate mobile and social media into…

  • print materials.
  • news articles and press releases.
  • your blog.
  • image and infographic campaigns.
  • video.
  • online petition campaigns.
  • online contests.
  • your online store.
  • e-books and digital reports.
  • smartphone and tablet apps promotions.

Facebook

Twitter

Google+

LinkedIn

YouTube

Pinterest

Instagram

Tumblr

Real-Time Communications and Fundraising

  • Create a system to respond to breaking news and crisis situations.
  • Launch a Cause Awareness Day Campaign.
  • Experiment with live reporting from events and conferences.
  • Experiment with Storify, Share As Image, EventStagram, LiveStream, and Square, if applicable.
  • Download the Studio, Magistro, Evernote, Flipboard, and Foursquare apps, if applicable.

New Media Managers

  • Hire a skilled part- or full-time new media manager or adjust current job descriptions of current staff.
  • Ensure that volunteers and interns are trained in mobile and social media.
  • Learn photo and video editing skills.
  • Learn HTML skills.
  • Build a consistent brand across all your organization’s chapters, if applicable.
  • Build your online brand in multiple time zones, if applicable.
  • Proactively manage mobile and social media burnout.
  • Get master copies of Photoshop files for all social network custom graphics from your designer.
  • Study and mimic the mobile and social fundraising campaigns of large nonprofits similar to yours in mission and programs.

 

Mobile for Good: A How-To Fundraising Guide for Nonprofits

mobile for good look insideBased on more than 20 years of experience and 25,000+ hours spent utilizing mobile and social media, Mobile for Good: A How-To Fundraising Guide for Nonprofits is a comprehensive 256-page book packed with more than 500 best practices. Written on the premise that all communications and fundraising are now mobile and social, Mobile for Good is a step-by-step how-to guide for writing, implementing, and maintaining a mobile and social fundraising strategy for your nonprofit.

Published by

cguthier

I do design and copy for people and great causes.

%d bloggers like this: