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Digital Development Officers:
How Kansas State is connecting with more
donors and passing more prospects to major
gift officers
Eric Holderness
AVP of Development
Kansas State University
Foundation
erich@ksufoundation.org
Mike Nagel
Manager of Customer &
Product Marketing
EverTrue
mike.nagel@evertrue.com
Quinlan Stein
Digital Development Officer
Kansas State University
Foundation
quinlans@ksufoundation.org
Georgina Clemens
Digital Development Officer
Kansas State University
Foundation
georginac@ksufoundation.org
How is your institution thinking
about a Digital Gift Officer program?
Poll Time
And if you are… how’s that Digital
Gift Officer program going?
Poll Time
SN
Dear Eric,
I loved my time so much as a
Journalism student in Kedzie
Hall that I named our dog,
“Kedzie.”
By the way, my husband
needs one of those lovely
purple ties. Where can I get
one?
Sincerely,
Stacie N. ‘92
Winning companies treat
you like they know you.
Top 5%
Bottom 95%
Me
Mike Nagel
Donor counts have
dropped by 33% in
the last 15 years
YOY donor
retention is
~65%
Old-school tactics
miss the mark
The Problem
Other tactics
create short-term
spikes, not
long-term loyalty
Bottom 95%
5%
Old Way
SN
Dear Eric,
I loved my time so much as a
Journalism student in Kedzie
Hall that I named our dog,
“Kedzie.”
By the way, my husband
needs one of those lovely
purple ties. Where can I get
one?
Sincerely,
Stacie N. ‘92
Remember that letter?
Remember that letter?
Kevin N.
Lenexa, KS
Class of 1992, Kansas State
President
Energy Group
5%
Middle
Bottom
New Way
Personal, Digital Outreach
- Renew sub-$10k Donors
- Reactivate Lapsed Donors
- Acquire Engaged Non-Donors
Engage
Qualify
Assign
Solicit
Retain
New Way
#FLIPTHEPYRAMID
Download:
Digital Gift Officer
Playbook
Just open your camera, point
it here, and tap the link
Bridging a Gap
Program Goals
Contacts a Day # of Delivered
Solicitations
# of Major Gift
Referrals
K-State
Problem We’re Solving Major Gift Pipeline
Primary Goal Major Gift Leads
Secondary Goal Delivered Solicitations
Key Metrics Departmental Dollars Raised, Total Donor Count
# of DGOs/DXOs 3
How is Prospect
Pool Defined?
40,000 prospects whose wealth capacity indicates Major Gift capable
# of Assignments Open cultivation; no official management
Daily Activity Goal 100 contacts per day
Incentive Compensation No
Technology You’re Leveraging EverTrue, ThankView, ThruText, Emma, Skype, Video, KeyHole, Yesware
A Day in the Life
of a DGO
“Donor Concierge”
● Simplify the donor experience
● First response when someone
calls to give or gives online
● Answer mail, notes, etc.
● Respond to social posts
● Accept… and ask “Why?”
Gift Story
“Donor Concierge”
● Read all call notes from student
callers
● Who’s raised their hand and is
ready for the next conversation?
Warm Up & Follow-Up (with the
Right People)
● Work in lockstep with Strategic
Solicitation
● 15k mailing… Who are the right
150 people to get personal
outreach before and after?
Finding Impact Stories
● What are the best stories from
campus?
● Passion + Purple
● K-State Today
● Social Media
● Magazine
Delivering the Message
● Who’s Facebook
engagement, giving
history, or contact report
reveals interest in the
topic?
● Leverage technology
(Yesware, ThruText) to
send personal
communications at scale
Campaigns and Projects
Hale Library
Bosco Scholarship
Early Wins
Lessons Learned
(so far)
Move Fast, Break Things (What We’ve Learned)
● Mistakes happen — how do we make
it right? (ThruText, social ambassador
program)
● What works? What doesn’t?
● Strategy has to be the focus. We’re
not selling a product — we’re asking
for money for nothing.
Thank you very much!
This message is exactly
why I love the K-State
family. Thanks for fixing it
and, don’t sweat it. Have
a great night. Go ‘Cats
and happy holidays!!
What’s Next?
What’s Next?
What’s Next?
● How to activate never-donors?
● Allowing people to give back no matter how they want
to give.
● Expanding the program
● Building a talent pipeline
How to Take a Giving
Funnel Approach
Download:
Digital Gift Officer
Playbook
Just open your camera, point
it here, and tap the link
Admit Something Needs to ChangeStep 1:
Since 2005, alumni participation rates have
dropped by 33%
Since 1990, they have been cut in half
Start with a TestStep 2:
Build Your FunnelStep 3:
ENGAGE
QUALIFY
ASSIGN
SOLICIT
Make it PersonalStep 4:
Connect interests
and engagement
to opportunities to
give
Measure ImpactStep 5:
1. What did you learn?
2. Did you hit your goals?
3. What difference did your team make?
Q&A
Eric Holderness
AVP of Development
Kansas State University
Foundation
erich@ksufoundation.org
Mike Nagel
Manager of Customer &
Product Marketing
EverTrue
mike.nagel@evertrue.com
Quinlan Stein
Digital Development Officer
Kansas State University
Foundation
quinlans@ksufoundation.org
Georgina Clemens
Digital Development Officer
Kansas State University
Foundation
georginac@ksufoundation.org

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Digital Development Officers at K-State: How Kansas State is connecting with more donors and passing more prospects to major gift officers

  • 1. Digital Development Officers: How Kansas State is connecting with more donors and passing more prospects to major gift officers
  • 2. Eric Holderness AVP of Development Kansas State University Foundation erich@ksufoundation.org Mike Nagel Manager of Customer & Product Marketing EverTrue mike.nagel@evertrue.com Quinlan Stein Digital Development Officer Kansas State University Foundation quinlans@ksufoundation.org Georgina Clemens Digital Development Officer Kansas State University Foundation georginac@ksufoundation.org
  • 3. How is your institution thinking about a Digital Gift Officer program? Poll Time
  • 4. And if you are… how’s that Digital Gift Officer program going? Poll Time
  • 5. SN Dear Eric, I loved my time so much as a Journalism student in Kedzie Hall that I named our dog, “Kedzie.” By the way, my husband needs one of those lovely purple ties. Where can I get one? Sincerely, Stacie N. ‘92
  • 6. Winning companies treat you like they know you.
  • 9.
  • 10. Donor counts have dropped by 33% in the last 15 years YOY donor retention is ~65% Old-school tactics miss the mark The Problem Other tactics create short-term spikes, not long-term loyalty
  • 12. SN Dear Eric, I loved my time so much as a Journalism student in Kedzie Hall that I named our dog, “Kedzie.” By the way, my husband needs one of those lovely purple ties. Where can I get one? Sincerely, Stacie N. ‘92
  • 14. Remember that letter? Kevin N. Lenexa, KS Class of 1992, Kansas State President Energy Group
  • 15. 5% Middle Bottom New Way Personal, Digital Outreach - Renew sub-$10k Donors - Reactivate Lapsed Donors - Acquire Engaged Non-Donors
  • 17. Download: Digital Gift Officer Playbook Just open your camera, point it here, and tap the link
  • 19.
  • 20. Program Goals Contacts a Day # of Delivered Solicitations # of Major Gift Referrals
  • 21. K-State Problem We’re Solving Major Gift Pipeline Primary Goal Major Gift Leads Secondary Goal Delivered Solicitations Key Metrics Departmental Dollars Raised, Total Donor Count # of DGOs/DXOs 3 How is Prospect Pool Defined? 40,000 prospects whose wealth capacity indicates Major Gift capable # of Assignments Open cultivation; no official management Daily Activity Goal 100 contacts per day Incentive Compensation No Technology You’re Leveraging EverTrue, ThankView, ThruText, Emma, Skype, Video, KeyHole, Yesware
  • 22. A Day in the Life of a DGO
  • 23. “Donor Concierge” ● Simplify the donor experience ● First response when someone calls to give or gives online ● Answer mail, notes, etc. ● Respond to social posts ● Accept… and ask “Why?”
  • 25. “Donor Concierge” ● Read all call notes from student callers ● Who’s raised their hand and is ready for the next conversation?
  • 26. Warm Up & Follow-Up (with the Right People) ● Work in lockstep with Strategic Solicitation ● 15k mailing… Who are the right 150 people to get personal outreach before and after?
  • 27.
  • 28. Finding Impact Stories ● What are the best stories from campus? ● Passion + Purple ● K-State Today ● Social Media ● Magazine
  • 29. Delivering the Message ● Who’s Facebook engagement, giving history, or contact report reveals interest in the topic? ● Leverage technology (Yesware, ThruText) to send personal communications at scale
  • 34.
  • 36. Move Fast, Break Things (What We’ve Learned) ● Mistakes happen — how do we make it right? (ThruText, social ambassador program) ● What works? What doesn’t? ● Strategy has to be the focus. We’re not selling a product — we’re asking for money for nothing. Thank you very much! This message is exactly why I love the K-State family. Thanks for fixing it and, don’t sweat it. Have a great night. Go ‘Cats and happy holidays!!
  • 38. What’s Next? ● How to activate never-donors? ● Allowing people to give back no matter how they want to give. ● Expanding the program ● Building a talent pipeline
  • 39. How to Take a Giving Funnel Approach
  • 40. Download: Digital Gift Officer Playbook Just open your camera, point it here, and tap the link
  • 41. Admit Something Needs to ChangeStep 1: Since 2005, alumni participation rates have dropped by 33% Since 1990, they have been cut in half
  • 42. Start with a TestStep 2:
  • 43. Build Your FunnelStep 3: ENGAGE QUALIFY ASSIGN SOLICIT
  • 44. Make it PersonalStep 4: Connect interests and engagement to opportunities to give
  • 45. Measure ImpactStep 5: 1. What did you learn? 2. Did you hit your goals? 3. What difference did your team make?
  • 46. Q&A
  • 47. Eric Holderness AVP of Development Kansas State University Foundation erich@ksufoundation.org Mike Nagel Manager of Customer & Product Marketing EverTrue mike.nagel@evertrue.com Quinlan Stein Digital Development Officer Kansas State University Foundation quinlans@ksufoundation.org Georgina Clemens Digital Development Officer Kansas State University Foundation georginac@ksufoundation.org