Utah Gives: Year-Round Fundraising Success

Good afternoon everybody. We are so pleased to have you joining us for today's webinar all about your yearround presence on the mighty cause platform in association with Utah Gibbs. We're so grateful to have you here. We're going to give everyone just a couple more minutes to settle in, get logged in, and then we will kick things off. For now though, take a look at the slide on the screen and feel free to introduce yourself in the chat. So great to see familiar names from this past season's giving event. We're so happy to have you on our call today. Um, we're hoping to support you in exploring all the tools Mighty Cause has to offer as you campaign and fund raise throughout the year. If you're just joining us, take a quick minute to introduce yourself in the chat. Share your organization, where you're from, what you do. mental health through skateboarding. How unique and interesting. You are all doing such incredible work in your communities through so many different lenses. We're so happy to have you here. We'll just give everybody maybe one more minute to settle in and then we'll we'll kick things off at 3:04. Thanks for being on time everybody. All right, I see a few more organizations trickling in, but we want to be respectful of your time this afternoon. My name is Claire PCO, and I am the project manager for Mighty Cause, who has been supporting SRU, doing all her amazing work on uh the Utah Gives site to help you all fund raise, not only for Utah Gives, but for the entire year. Um, we're also joined today by my colleague Josh from Mighty Cause who's going to be leading us through our presentation today. Um, Josh, I think we could let you take it from here. >> Awesome. Thank you very much. Uh, everyone really excited uh to be here. Um, was checking out some of the different organizations uh being mentioned in the chat or love it. It's a really wide range um and variety of nonprofits. Uh, just cool to see like all the different areas and missions uh that you're touching upon. And our goal here today is to walk you through how we can help support your fundraising efforts um so that you can increase the impact of your mission. Um so we'll be talking about um Utah Gives year-round fundraising success. Um as I mentioned uh I'm here with Mighty Cause. We're the platform uh behind Utah Gives. Uh we support uh giving events uh across the US. Um, so if I'm if you hear me refer to Mighty Cause, um, instead of Utah Gives at any given moment, um, they're essentially very one of the same in terms of the platform itself. Uh, my role here at Mighty Cause is I'm the manager of sales and fundraising development. Um, I've been in the online fundraising space uh, for 12 years now. um have worked with all sorts of nonprofits um from the very small um to the very very big uh and really looking forward to sharing a little bit of the insights on how we can leverage fundraising software to our advantage. Uh if you have any questions um you can use the Q&A or you can use the chat. Um the chat feature uh will be great. Um, we will be uh t wrapping up the actual like presentation at about 10 of is where I typically end at um so that we have a good 10 minutes uh for questions. Um but feel free to put those questions into the chat as we're going along um so that we can always come back and refer to them. And as we mentioned uh this webinar is being recorded um so as a result you'll get a full recording after the fact as well as a copy of the slide deck for your records. Um, so you can also feel free to share that with other nonprofits you know um in the Utah give space or other co-workers and peers um that would like to take a listen just quickly who we are um at Mighty Cause. Uh we're a fundraising software provider um specifically for nonprofits. Uh we've been working uh with nonprofits since 2006 and have served over 76,000 nonprofits. Um we're one of the largest uh technology providers for giving days across the US. Uh then we also offer a comprehensive suite of fundraising tools for year-round fundraising. So you can think about the two different sides of Mighty Cause mission is one supporting organizations and giving events like Utah Gives uh to support these great giving event days. Um and then additionally being able to support nonprofits over the course of the whole year um which is a bit of what we'll be discussing today. So, what we're thinking about is we've wrapped up our giving day and we don't want to lose momentum with our donors. Uh, I talked to organizations who are uh who will say, "Well, I don't need to fund raise. I already wrapped up my giving event. I'm waiting till next year." That is not a best practice. Uh, because what that does is we lose momentum. Uh, our donors associate uh our fundraising with only um one-time giving. we need to be thinking about how we can make more strategic decisions. So, uh our agenda for today, number one, optimizing our giving, number two, leveraging peer-to-peer fundraising for year- round giving, number three, donor management and retention, and number four, marketing and automation. These are all four different aspects of the online fundraising software. Uh if you have a fully equipped fundraising suite, all four of these will be touched upon. So we'll talk about how we can leverage the mighty custo platform the Utah gives to be able to do this over the course of the year. So number one is optimizing your giving. Your website is often the first place the public will go to give or see updates about your nonprofit. According to M&R Benchmarks 2026 report, more nonprofit website traffic comes from users on their mobile phones as compared to desktop users. However, uh users on desktop devices made up the majority of donation transactions and revenue. So, that tells us two things. Online giving is growing and online giving is making up the majority of donation transactions and revenue. But we see that discrepancy between users on mobile devices and desktop users. What that tells us is that a lot of people are having visitors to their website, but their website is not optimized to be able to support easy online giving on a mobile phone. So that's an issue because we're losing uh visitors who could be easily converted into donors. Uh this actually happened uh recently to me in Washington DC where I passed by uh in my neighborhood a coffee shop that said that they are also a nonprofit and had an opportunity for uh people to be able to donate. Um as I walked by, pulled them up on my phone. Uh the entirety of my walk back to my house, I was not able to complete the transaction. It was very difficult. It was very clumsy. Uh I wasn't able to finish it. Now I did see it through and go onto my desktop uh to be able to complete the transaction. Uh but that would have been a really big missed opportunity for a lot of organizations. So what we want to do is when people raise their hands and show that they're ready, willing, and able to make a financial contribution to your nonprofit, we want to capture the donation in that moment. We want to make it an easy and trustworthy giving experience. That's where embedible forms come in. An embeddible form is one that lives within your website. So that means we're not going to a thirdparty page. We're not opening a new tab to PayPal. We're not opening a new tab to Stripe or GoFundMe. Uh we're not even opening up a new tab to take us over to the Utah Give site. We are staying within your own site. This is really important because embeddible forms are shown to convert 30% more visitors into donors. So thinking about what I was just saying about people visiting your site and then not completing the transaction. Also, they have 30% more revenue in terms of donation transactions compared to these third party sites. So I can actually show you an example of one of these. Um so this is the Valley Hope Foundation. This is one of our nonprofits. This is the homepage of their website. When I click on their donate icon, it takes me to their Mighty Cause donation form. You see, I'm not being redirected to Mighty Cause. I'm not leaving their website. The only place we're even mentioned at all is all the way down here at the bottom. So, what this means is they control their messaging, their branding, their imagery, their storytelling. And the donation process is super simple. And this is the same form from your uh Utah Gives page, but now just nestled directly within their site. Making a donation takes just moments. These are mobile friendly. So when we pull this up on our phone, we can easily make a a contribution as well. I'll show you also just quickly how simple this is to be able to embed the donation on your website. So, we actually have here a step-by-step clickable guide that will walk you through the whole process of getting the donation form embedded and created for your website. Very simple. And now we have a more professional looking uh donation form living within our site. The next thing that we is really important about our donation forms is we want to make sure that we're understanding our donors. Uh, so I worked uh years ago for a certified fundraising executive um who's worked with all sorts of nonprofits. Uh, and she said that the key to fundraising, no matter how small or how big your nonprofit is, comes down to knowing who your donors are, what motivates them to give, and how they like to be communicated with. So we can provide them with the right message through the right channel and then capture that donation. Data collection helps with personalized donor outreach and engagement, enabling better stewardship, informing fundraising decisions, and campaign effectiveness. This is where custom questions can uh come in. With the mighty cause form, we can add these sorts of custom questions. As you can see, they can be yes or no. They could be a drop down. I can give you two examples um that have really successful for nonprofits that I've worked with leveraging the custom questions for more targeted communications with their donors and better donor engagement. One was I worked with a humane society. They had a custom question on their donation form that said, "What's your favorite animal, cats or dogs or both?" It seemed like a fun uh survey question. People who are donating to an animal rescue likely have an engagement there. A lot of them picked dogs or cats. It got good engagement, but how the organization used it on the back end is they started to tag their donors as dog donors or cat donors. So when there were updates to programs around the dogs, uh when there were opportunities to volunteer with the dogs, when there were emergency funds that needed to be raised for the dogs, those are who they reach out to immediately. When there are updates around some of the programs with the dogs, they would deliver to those donors, hey, your $25 donation went towards this program. vice versa for the cats. Another organization that I worked with um is one that does a number of wide variety of services for unhoused members of their community. Uh they use one of the custom questions for a designation. Uh they had a number of different programs, uh shelter, work and study, uh child care, um food pantry, uh all different services that they provided. uh they gave people the opportunity to use a drop-own on their designation to apply their donation towards a specific program. What they then did was they saw that a very large percentage of people were focused on designating their donations towards the shelter program. So in turn they ran a monthly giving campaign targeting individuals for recurring giving opportunities uh and gave them impact statements on a donation of this amount per month is the equivalent of this night or many nights of stay provided at the shelter. So, these are two sorts of different ways that by knowing our audience a little bit better, just by simply adding an an extra question on our donation form, we can have a little bit more targeted engagement and a little bit more specific and effective campaigns. So, on that note, converting your giving day donors to recurring donors, recurring donors have a higher lifetime value than new time or onetime donors. uh they are on average uh raised 10 times more um over the course of their lifetime than a onetime donor. What it does also is provides sustainable and predictable revenue. Where this really becomes important is when you're applying for grants. A lot of grants are going to look at the sustainability of your organization uh when they're looking where to allocate their funds and having a large uh bank of recurring donors is going to play really effectively there. Um, additionally, uh, it really leads to stronger donor retention. Uh, when it comes to one-time donors, about 60% of one-time donors drop off from one year to the next. Uh, the odds of that person donating the following year after one year of not donating drops by about 30% each year until it becomes zero. Uh, for this reason, a recurring donor is 10 times, as I mentioned, more effective um than find trying to find someone new to take their place. Having a stable base of recurring donors is going to allow you to build a base that we can grow upon rather than trying every year to replace that 60% of one-time donors that have fallen off. So, this is a better use of our time and our money and our energy. Additionally, it's also going to build a stronger relationship with your donors. Someone that is a recurring donor is essentially an investor in your organization. These sorts of individuals are people that we can steward towards major gifts, bequests, volunteer work, board of directors, signing up to be a peer-to-peer uh fundraiser, essentially an ambassador on behalf of your organization. These are people that are regularly engaging with you, understanding your work, and are more likely to grow into other avenues of how they can help support you. So, what do the donors get out of it? Number one is the impact. they see their gift as an ongoing investment, your mission, not a transaction. Another thing that I've learned from individual who's a CFRE, um he was a professor in uh nonprofit management at the University of Chicago. Uh he said that the average individual who makes a donation sees themselves as the one making the impact and the nonprofit is really the vehicle through which they make that impact. So when you say $25 a month provides a house of or one night of shelter at our home uh for a member of your community, that individual donor sees themselves at the end of the year as I provided 12 nights of safety and shelter through my contributions. And that's the sort of relationship and connection that we want to make. Additionally, it's very easy to be able to make a smaller monthly donation than it is for a large uh onetime sum. And there's a whole convenience to it. A big part of it is the set it and forget it. Um I had another colleague whose uh father um was a monthly donor to his church. Uh he for years would just write a check uh to the church every single month. Uh eventually she showed him how to go online and make a monthly donation and he loved it because there was no worry about trying to remember. He didn't have to mark on his calendar every single month to go back and send that check. Now he knew and was confident that his donation was going there every single month. That builds us a lot of ease and trust. So things that we can do is introduce some of these donation tiers. So one here are these impact uh statements that I was referring to. These are really great if there is something that's a little bit tangible. This is not the same as designation. It just simply gives a little bit of context on your donation. $1,000 a month supplies groceries for one month. uh $500 a month feeds two families for a week. What this allows somebody to do is they might say, "Oh, well, I can't make um a onetime $1,000 uh donation, but you know what? I can actually afford $100 a month. I know that every month I'm providing three meals daily for a week. I know that over the course of a year, uh that's the equivalent of over a month of groceries uh provided. So it makes it a little bit more tangible and real to the prospective donor. We can also build out the sorts of tiers uh champions level, heroes level, ambassadors level. And a great follow-up step to do is to recognize these individuals in your newsletter. Give recognition to your monthly donors and have, you know, a dinner in their honor. Uh or at the very least just a recognition. Hey, this month we'd like to thank all of our ambassador level donors. Uh we want to give a special shout out to our newest superstar level donor. Uh these are sorts of things that just build that connection. Again, we're trying to make those individuals feel like a part of the mission uh feel a emotional investment as well on top of their financial investment essentially. It's very simple to make monthly um an option for giving. I actually recommend having monthly as your default option. That is a best practice. um from a fundraising perspective to have monthly as the default. You have your choice. You have your choice of one time or monthly. Um but always make sure that you get them that option. This also gives you the opportunity to track recurring donors within the system. So here's a screen grab of our system. I can actually pull this up over here. What this would look like, you're in your uh you log on to your Utah Gives organization page. I go to reports. I click on recurring donors. I see here are my recurring donors. This is when their donations are going to be next active. This individual canceled her canceled her recurring donor donation. We might want to reach out to her directly to see if there was any issue there. Be able to help out, reach out, have a little nice personal touch. Another thing that we want to do is be updating our checkout flow over the course of the year. Um, so likely you all had a donation form and a thank you message uh and a receipt as part of your Utah gives giving experience. So let's make sure that over the course of the year that we're refreshing it. We don't need to overdo it, but it's something that we can just do periodically over the course of the year uh to be able to keep the message fresh and relevant to the donors. Um, so talk about, you know, what are some of your upcoming initiatives? What are some of your upcoming projects? What are some of your recent wins or accomplishments? Those are things that we can share through the donation form and the thank you message as well as the tax deductible receipt and the custom message on the top. That just keeps the message fresh, helps the donors understand where their dollars are going for. Again, we wanted to be very real to them about the impact of their gift. We also have real-time reporting and donor analytics. Um, so here's an example. Same tab that I just went to for to pull up the donor uh recurring donations. If we click on donations, we'll be able to see all of our donations here to date. We can set up custom time frames that we want to take a look at. We can look at trends for our donations, compare online to offline donations, and also search by campaigns to see which have been most effective. So, that wraps up the optimizing our everyday giving. So, everyday giving is just our day-to-day uh donations. The next thing that we're going to talk about is peer-to-peer. So, for those that are unfamiliar, peerto-peer is when someone creates a fundraiser on behalf of an organization. So, a very common one that you might be familiar with is a birthday fundraiser on Facebook, for example. Now, the challenge with some of the uh Facebook specifically um is that you don't collect donor data. Um you don't receive who donated to the Facebook fundraiser. Uh it's only delivered in the form of a check. It can take upwards of 3 months to receive that donation. With the Mighty Cause peer-to-peer fundraising, we're seeing real-time uh donor information. Uh we are collecting the contact information of those who donated, so they're making warm introductions. Uh, and one of the great things is this is not something that has to be limited to just a birthday um or to a giving event like Utah Gives. This is something that we can implement over the course of the year. Donors are three times more likely to make a donation if they're asked by someone they personally know rather than the organization itself. So, what that tells you is the power of that personal connection behind the donation. So this is where we want to identify people whether it be our supporters, our board members, um our volunteers or our staff, people who are ambassadors of the organization, people who want to share the mission with their own personal connections to be able to raise funds on your half on your behalf. Not only does it raise those funds, but again makes those warm introductions to new donors. So we can think about expanding our reach, being introduced to new individuals, the personal storytelling aspect, making it very real, and also the community building aspect of building these stronger connections. Um, a great example of another one from my personal life of how peerto-peer is really impactful. Uh, my wife is a board member for a nonprofit that raises funds for Alzheimer's research. Uh how she first came across the nonprofit was she was donating to a friend's peer-to-peer. Uh one of our friends uh created a peer-to-peer page to raise funds on behalf of the organization. My wife made a donation. Then my wife asked about getting involved. Uh she created a peer-to-peer. Then she started volunteering and eventually she became a board member of the organization. So that's the sort of power behind an warm introduction like that through peerto-peer is that someone who might have never heard of the nonprofit can become involved and grow all the way into somebody who is representing them as a board member. So there's a number of different types of peer-to-p peer fundraisers. One is your standard peer-to-peer. So that's where someone creates a page um that is connected to your nonprofit, use it to fund raise their own fundraising goal. Another is teams. So teams can be a group of supporters working together um to be able to fundra. It can add a little bit of a competitive fun but competitive uh aspect to it. Um I know that there's one great one on the mighty class platform that I see every year uh that is a school um that does an acts of service day. Uh so on that day all the students uh go out and volunteer within the community and on that day all the students create a peer-to-peer page uh to raise funds and they have a competition between the different grades. So each grade is one of the teams and they compete to see which grade can raise the most funds or we can do it in the form of an event. So, this can be really common for like 5Ks, golf outings. Um, my wife's uh nonprofit, for example. Um, they do an annual flag football game. Um, so as part of the uh competition, there's the competition to see which team can win the flag football game, but the other part of the competition is to see which team can raise the most funds. So, all the participants, um, and I've been a coach before, so I participated in it. uh we all create a peer-to-peer page and then we fundra through the platform. Now, we can make this really simple for our fundraisers. Uh a lot of people will tell me, um, oh, well, you know, my board members, I don't know if they're going to be willing to take the time to be able to build out a page. Uh, this seems like it might be very complicated. Very, very simple. I'll show you exactly how we can do so using our templates. I'm going to go to fundraising tools and select fundraiser templates and create. This will take me just a few moments. This is just my internal administrative note on the page. This is the title of the fundraiser. It might be Josh Garcia is raising funds for XYZ organization. Put in a goal. add a stock image, quick blurb about the fundraiser, and then a little story here, maybe something that's going to be able to tell a little bit about both the organization um as well as the campaign. Then I hit create the template. After I create the template, I have a couple different options. one, I can copy that link and I can include that link in an email and when the fundraiser clicks on that, it's going to take them to create a fundraiser, get started, launch page manager, and now your fundraiser after two clicks just clicking the link and clicking get started, they basically have a ready to no fundraising page. All they need to do is add their name. I can make other changes if I want to. I can edit my goal if I want to be a little bit more ambitious. I can personalize my story if I want to. You as an organization also have the right to review it before it goes live. But now I'll hit publish and I have a ready to go page. It is one click to share to Facebook or Twitter. I can copy this link and share it on any other social media platform or text it out. If I click here the email that I logged or that I am logged in with, I will be able to send an email from there. Super simple. Everyone that donates on my page will populate here. I'll be able to personally thank them and then you as an organization are going to see those individuals in the contacts tab which we'll go into a little bit more in depth uh later in the presentation. So again just some quick examples of how we can leverage these charity walks and marathons birthday fundraisers. Birthday messages are a really really effective uh messaging. Um if you can and you track your donor's uh uh birthdays, you can actually log that in the contacts tab of the mighty cause or Utah gives uh contacts page. Um send out a message on their birthday. Just a quick happy birthday. Um and then include an opportunity to for them to be able to fund raise. Um, similarly, uh, the organization that, uh, my wife and I rescued both of our dogs from, uh, on their adoptive versaries, uh, they send us a congratulations on the adoptive, uh, with a picture of our dogs and the days that we adopted them. Um, and then they have a little message that if we want to help support their mission to make that possible for other people, we can create a peer-to-peer fundraiser. That's very effective. Um, I see it from my personal network from this organization all the time. uh campaign add-ons. Um so this can be like we did with uh Utah Gibbs. Um if you're having any sort of campaign, maybe you guys have an upcoming initiative campaign that you're working on, we're trying to raise funds for X, Y, and Z project. Ask individuals who are willing to to create a peer-to-peer page for it. Giving events again like uh the Utah Gives or later in the year Giving Tuesday. And board challenges. Um ask your board members to get involved. Again, I showed you how simple it is with the fundraiser template. Uh your board members are individuals uh who are supporting and representing your organization. They're great ambassadors. They're great advocates. Uh ask them to share with a personal goal of just 10 friends, family members, personal connections to make a donation. So just some more examples of what these might look like. These are all real mighty cause campaigns. So, we've talked a little bit about different ways to fundra, both capturing easy online donations through our everyday donation page as well as leveraging peer-to-peer to our advantage to be able to come across new donors. Now, we're talking about what comes after receiving the donations, which is focusing on the donor management and retention. So, donor management is the process of organizing and nurturing relationships with our nonprofit supporters. Uh, I use the phrase uh donor life cycle a lot. Uh, we want to be thinking about the long-term impact of our donors. We don't want to be relying on just those one-time donations. Donor management software's goal is to simplify that collection of data and automate the process. The end goal here is to make us as effective fundraising as possible while also saving time. Uh when I talk to nonprofits and over the past 12 years, I have talked to over 10,000 nonprofits by far. Uh one thing that everyone tells me is that they don't have enough time. I am yet to come across the nonprofit who told me that they have too much time on their hands. So when you're thinking about really manual tools and manual processes, uh that is uh something that's a really big challenge for these organizations. Something has to give. So we want to make the process simple as possible. So things that a donor management system can do. Um now donor management system just for record donor management system or also some people might refer to as a CRM um which is technically customer relation management. They're one and the same. It's about storing the contact information of our uh supporters, their donor history, and their engagement records. We want to be able to track all donations. So, that goes down to how often they're donating, how they're donating, how what campaigns they're donating towards. All of our communications and engagement should be able to be tracked in there as well. Segmentation and reporting. Um so, categorizing donors based on giving behavior. Um, so that could be giving amounts, um, or it could be like the humane society example that I gave. Um, segmenting our donors by cats and dogs, automating our workflows, uh, thank you messages, follow-ups, reminders, updates, um, as well as the ability to integrate with other systems. So, making sure that art tools are working in conjunction with other tools. Uh, I've talked to many nonprofits who say, "Oh, I have a donor management system. I have QuickBooks. QuickBooks is not a donor management system. QuickBooks is an accounting tool and it's a great accounting tool and you should use it for accounting. You should not use it for donor management. And what you should do is use a system that allows your donor management tool to speak directly to your accounting, to speak directly to your fundraising tools, to speak directly to your email marketing. So we're not peacemealing, copy and pasting, importing, and exporting our data. Everything's working in conjunction with one another. When is it time to upgrade? Uh when using spreadsheets for multiple tools uh is cumbersome. Um what can happen there is maybe we're spending too much time um with our spreadsheets with our data. What that means as I mentioned something has to give. We're either sacrificing that time from our mission. We're sacrificing that time from engaging and talking to our donors. um we're sacrificing time uh for just manual entry or vice versa we're sacrificing when we should be updating and man uh managing our data so that we can focus on those things like our mission but as a result now we don't have very credible data. So think about for example if I was to ask you to pull up everyone who in the past year's average donation was between $250 and $500. uh because we're going to ask them for $50 a month to get them up to $600. How long would that take? If I wanted to pull up all my recurring donors and see their current status, how long would that take? If I wanted to flag everybody that donated last year but is not yet donated this year and make sure that we reach out to them so they don't fall into that labs donor segment, how long is that going to take you? We want to be able to have that information at our fingertips. So that's where we go to the contacts tab. So let's jump back into the system. So here in the contacts tab, we can see I have 177 contacts in my database. Let's use some of the examples that I just gave. I want to have a targeted ask uh for recurring giving. The organization that I mentioned that did the um that decided to focus on nights of shay at their shelter. Um, what they did for that campaign was they looked at how much people gave the previous year and then they asked for a targeted amount based on that giving history that slightly bumped them up the giving ladder but not drastically simply by breaking it into smaller monthly amounts. Uh, what they actually saw at the end of their first year was a 188% uh, increase in donations from the prior 12 months. And why I like that example is because it wasn't from some new major giftgiver who came in. It wasn't they found a whale. They didn't find some great major benefactor. It was the people who were giving. But what they did was they made sure that they were giving on a recurring basis and they slightly bumped up their giving amounts by giving them some context. So let's do it. I'm going to click on the filter tab and come over to add a filter. I'm going to search average donation amount and I'm going to select is between $300 and $500. Now we've w whittled my 177 contacts to eight. I'm going to save this as my $50 month target. Now we can use some of our integrations from our other tools to message these individuals or you can also do here directly from the system and I can use merge fields to reference things like their last donation amount, their last donation date and give them context. So that organization would say, Josh, thank you so much for your last gift uh $400. Uh your June donation was able to provide uh four weeks of stay at our shelter. Uh, as we finish out 2026, uh, the members of our community need our help more than ever. Uh, and we rely on supporters like you to make our mission possible. A donation of just $50 a month would mean that every month uh, you would be able to provide one week of stay at our home. Please click here to donate today. It directs me to their donation form. I have the monthly $50 option right here. I complete it. The information funnels right into the system. or let's say the uh la um the animal example. I come in here, I go to my custom tabs or tags. As you see, I can include a lot of different unique tags. So, I'll click on my dog lovers. And now I have those individuals pulled up. other practical use. Here's my volunteers. I click on one of my volunteers. I see their contact profile. Star has given over $15,000. She has made 11 total donations. I've tracked past uh communication points. So, when we bring in a new staff member, they can take a look at Star's history and have a really good understanding of our relationship with her. data. So all the different data points that we can track here, history, transactions, campaigns, volunteer opportunities, communications that we've sent. We can track offline gifts as well. Maybe she just sent in a $100 check. I can record that simply. So these are the sorts of different ways that individuals are using this information. We can export this at any time. So we can download just a specific segment, download all my contacts. I can also import as well and we provide you with the very basic uh data implant or template. Every time someone makes a donation, whether it's to your everyday giving donation page or to my peer-to-peer page, a new contact tab is created and then updated with each subsequent transaction. Our donor retention report, I mentioned one of the examples, it'll flag. I can see we have 740 donors so far. 186 have donated. Uh 25% have been retained. We want to reach out to those individuals that are not retained. Make sure that we're staying on top of them. Another easy aspect that we can do so in the system is using our automated emails. This is our yearly donation reminder. We have a template here provided for you. So you can edit this as you like. But when someone approaches one year since their last donation, they'll automatically receive this email. thanking them for their last gift and prompting them to make a donation. So, a big key aspect of this is not letting opportunities fall through the cracks. Then the final piece is marketing and automation. So again, we're thinking about time management. when data isolation. When we say data isolation, we're referring to is having different data points um that are spread out. Um so that could be maybe I have a QuickBooks and a PayPal page and a spreadsheet and a Mailchimp and a Utah Gives page and I have five different pages and none of them talk to one another. So I'm constantly importing and exporting. I'm doing manual data entry and as a result the time that we're spending is we're not spending time fundraising. We're not spending time engaging with our donors. We're not spending time on our missions. Uh when you all were sharing the organizations that you come from and the work that you do in the chat, uh you I could see a lot of the passion and excitement coming through the chat when you were able to have the opportunity to share that. That's what we want to focus on. No one wants to focus on putting information into a spreadsheet. So automation is the solution. Uh according to Zapier uh who's one of our integrations, marketers alone can save 25 hours a week using automation. This frees up time for donor engagement. It allows us to have more confidence in our data and allows us to automate tasks so that we can be really effective with our time. we can be really effective with our outreach and we can maximize our fundraising potential. So, one of the ways that we want to do so is the donor welcome journey. So, uh a great example again from one of the CFRres that I worked with, uh she was talking about, you know, the relationship with major giftgivers and a fun fact is major giftgivers very rarely start off with major gifts. Uh, and I'm talking about people who are capable of five to six figure donations. Uh, they do not start off in many cases with five to six uh, figures. They will often test with a small donation. Uh, they may make a $25 donation to a nonprofit they're interested in and see, uh, am I thanked? How long did it take them to thank me? Did they follow up and tell me about uh, the impact of my gift? uh did they invite me to get involved in other ways? Did they tell me about uh their newsletter? Did they tell me about volunteer opportunities? Or did they just take my $25 gift and not view me as very important? Things that we can do is we can use the mighty cause uh automated emails or some of our integrations with tools like Mailchimps and Constant Contact uh to set up a welcome journey um so that people are getting a warm introduction to the organization. We're starting off that donor life cycle. Some of our out-of-the-box integrations uh include Mailchimp um which is great for uh email marketing for newsletters or drip campaigns uh Google Analytics and Facebook pixel to track our donors uh Eventbrite for event registrations uh and Zapier uh to connect with other platforms. Uh what Zapier does is they're a third party integration tool. So essentially they act as a digital bridge between applications. So there are dozens and dozens of different app apps and tools uh and softwares that you can connect your Utah Gibbs uh campaign to. Um Constant Contact, uh Little Greenlight, uh Google, uh Gmail, um all sorts of different ones. QuickBooks Online, for example. These are all going to allow the information that's in your Utah Gibbs database to be able to flow into those other tools you're using. Google Analytics integration. Um, we can be able to spot uh our highest converting fundraising pages and do more of what works. Uh, measure real conversion rates with donation events. Uh, see which channels um are most effective. Again, going back to that which tool works most effectively. Um, which communication aspect? Uh, how do people want to hear from us? Uh, are people responding to uh our emails more than our Facebook? Um, are people maybe we AB test and we see what kind of messaging works most effectively? Uh, as well as our Facebook pixel. Um so Facebook pixel is uh going to provide us with um the ability to see from our ads uh which of these are working, which of these are being effective, uh which of these are going to be uh uh really driving our donations. Mailchimp, another great uh out of the box tool. So this is one that we have an out- of- thebox integration with. Um this is our uh you know we can set up a new donor journey um based on certain actions. Uh we can see you know if someone clicks on something that can take them out of that journey uh out of that uh drip campaign but allows us to have a little bit more of an automated segmented targeted communications. The data points from your Utah gives are going to funnel into the Mailchimp and referral codes. Um, so we can utilize referral codes to track the source site of our donations through the plat platform. So like here are two examples. Um, this would be like a Utah gives.org back your uh organization/youname or here with an Instagram code. Then we can download a donations report which will include the data on which donors use the referral code. So, this can help us have an understanding of our social media impact and that can help us influence our strategy. Uh, we can see, hey, we're not getting any results from Facebook or hey, we're getting a lot of results from P Facebook. Maybe we should be investing a little bit more time into that. So, some quick wins that we can implement. Number one, influ or emphasizing recurring giving. Let's take some of our donors and focus on how we could drive them towards uh recurring giving, build out that sort of sustainable relationship. Number two, uh creating key segments um for our donors. Uh so let's not send the same message to every single donor. Let's treat them uniquely based on giving history, based on communication preferences, um based on uh their communication preferences, you know, sort of different things that we can do. Automate your thank yous and follow-ups, build out an automated uh introduction journey, use some of those integrations, use our automated emails feature, leverage peer-to-peer. So, leverage peerto-peer. I think everyone should use at least one peer-to-peer campaign over the course of a year. Um, it's something that's really infect effective. It's something that helps build investment from some of your existing supporters and helps uh make those warm introductions. And then let's set up one integration. Let's find some of our tools. I think a lot of you are likely using Mailchimp and QuickBooks. Those are two quick ones that we could set up integrations for that are going to make our our lives a little bit easier, allow us to be a little bit more uh time effective with our fundraising efforts. So, with that, uh, wrap up our conversation here today. Um, I want to thank you all for taking the time, uh, to speak with me. I'm going to answer, um, some questions, um, that you may have as a group. Um, I want to tell you, uh, first of all, thank you so much. Um, not just for attending, but for all the great work that you all do. Uh, the reason that Claire and I work at Mighty Cause is because we're passionate about nonprofits. We're passionate about supporting them. Um, and we really want to be able to help you all succeed with your fundraising efforts so that you can focus on what's most important, which is your mission. Uh, as I mentioned, the uh, slides will be sent out to you after the fact, as well as the, um, recording. Uh, then additionally, um, if anyone is interested in a personal walkthrough of how you can use the tools, uh, me and my team are happy to do so. Um, I will put my email in the chat, uh, so you have that as well. Uh, when we send out the recap email, we'll also include a link to my calendar so you can directly book time on my calendar if you'd like to be able to spend 15 minutes just learning how you can best leverage some of the tools. Um, so with that, we can join or open it up to questions. Um, please feel free to put them in the chat. Um, I see a first one is something I'm interested in is if Mighty Cause is capable of taking large donations, um, can you successfully accept a $50,000 donation? Uh, yes. Um, so we hold level one PCI compliance, which is the highest level of certification um that you can attain when it comes to both uh security and reliability of processing online donations. Um, we've done over a billion total. uh when you do start to see those $50,000 donations. One, people can do that online. Um they're more than capable of doing so. Um there's also a options as well. I would say a is pretty common when we're thinking about some of these larger donations. Um but yes, you are uh you do have the ability um to be able to receive some of these larger uh major gifts. Uh the next question is can mighty be mighty cause be used with an existing CRM? Um and yes you can. Um so that's 100% uh something that you can do. Um some people for example uh have a CRM um that is capable of tracking not just uh you know their donations um but maybe information and data that's relevant to their mission. Um, so I know like for example, animal rescues um will have a database uh that u you know focuses on like inventory some of those different types of numbers that they need to be able to keep track of. Um and yes, you can. So with uh Zapier um we connect to a number of different um CRM. Uh all you need to do is just search Mighty Cause plus the name of your um of your CRM uh in Zapier. Um, and likely the odds are that it will pop up. Um, what is the pricing structure for you using Mighty Cause? Um, yeah. So, great. Uh, so Mighty Cause is free. Um, so there isn't any, uh, sort of subscription costs. Everything that we walk to, uh, walk through today, um, is one of our features. Um that's something that we're really proud to be able to offer. Um it's about a year now. Uh I believe last July um not I believe I know uh cuz I was a part of it. Uh last July is when um we switched over to a free platform. Um just given that we've been around since 2006 and we have handled so many donations over the course of the year of those years. Um we're now at a point where we are able um to provide these platforms for free. Um so your existing Utah Gives account um has all the features that we walk through here today. Um any other uh individual questions? >> I'm seeing a couple in the Q&A feature. >> Oh, sure. Please uh please read them out. During the Utah Gives event, will donations from the embedible form count towards your goal? >> Um, they can. Um, so all you need to do is just align it with the uh campaign in the tracking. So when you have your um online fundraising or when you're setting up uh your fundraising goal, um just under settings, align that with um that specific campaign. >> Where can the stepbystep setup be found? Um so actually we have something referred to as an onboarding document um that you should have received when you first um signed up for uh Mighty Cause. Um but all the resources are also on our website. Um, so we have step-by-step guides on everything. Um, when it comes to setting up your organization page, um, setting up your, uh, donation form, setting up your peer-to-peer, um, if you hop on, uh, you know, a call with me, um, or one of my colleagues, um, I'd be able to also walk you through that document as well. >> Do you have to approve someone to do a peer-to-peer campaign? You don't have to, but you have the opportunity to do so if you like. Um, so if you just want to have, you know, that control just to make sure, hey, everything looks uh looks okay for me. Um, you could set up those permissions so that the page doesn't go live until you say you give that thumbs up. Um, or if you want, you can just let people sign up. It's totally up to you. >> Great. It looks like there's another question in the chat as well. uh if we didn't participate in Utah Gives last year, but we need to sign up for Utah Gives to be able to use uh Mighty Cause. Um so, not inherently. Um you can also sign up through the Mighty Cause page. Uh but if you do want to participate through Utah Gives, uh then I would recommend uh you know, if you're going to plan to uh participate in Utah Gibbs in the near future, which is something that's um a really great uh giving event and a really great opportunity um for you nonprofits. Um then I would recommend signing up through Utah Gives. Um, but it's a pretty similar process. Um, and uh, the requirements are that you're a 501c3. Um, and you'll be able to use the platform. >> Any other questions with our remaining time today? And Su just put her email as well into the chat, everyone. So, if you have any questions specifically about Utah Gibbs, um you can reach out her to her directly. Um it's a really great giving event, really great opportunity to tie, you know, local community uh pride um amongst the nonprofits uh into a fundraising opportunity for your organization. All right, everyone. Well, if there are no further questions, um we really appreciate your time. Uh we really appreciate again uh all the great work that you all do. Um we'll send a recap email. It'll include the slides. It'll include uh the recording. Um it'll include a link to my calendar if you'd like to be able to book um directly time. Um you can also always go to uh mightycaus.com um and you can request a demonstration there as well. Um, and you'll be put directly in touch um, uh, with a member of our team um, who will provide a link to their calendar um, so you can pick a date and time that works best for you. Uh, our goal is to help and support your nonprofit fundraising however we best can. >> Great. Thank you so much, Josh, and thank you so much, Su, for giving us the opportunity to speak with your nonprofits. Um, I think we'll go ahead and wrap up our session today. Please let us know if you have any questions along the way. As Josh mentioned, we are here to support you all. Thank you so much and have a fabulous rest of your day and a great weekend all. Bye-bye.