Blackbaud, Inc. · NASDAQ:BLKB
Blackbaud — Momentum donor segments webinar (March 2024)
22 slides from Blackbaud's conference presentation, March 2024
Slide 1: Top Ten Donor Segments and What To Say To Them
Top Ten Donor Segments and What To Say To Them Griff Bohm, VP Growth, Momentum
Slide 2: Housekeeping
Housekeeping • Sound & Slides: Audio for this webinar is broadcast through your computer. If you're having trouble hearing, refresh your browser and make sure the Media Player is active. • This session is being recorded and will be emailed to you within 24 hours. • Engagement Tools (available at the
Slide 3: Hi, I'm Griff from Momentum!
Hi, I’m Griff from Momentum! We’ve spent the past five years interviewing hundreds of fundraisers Sensitivity: Public
Slide 4: The Importance of Donor Segmentation
It taught us a lot about The Importance of Donor Segmentation Sensitivity: Public
Slide 5: Why donor segmentation matters
To Improve Fundraising Efficiency By identifying and focusing efforts on the most responsive segments, organizations can allocate resources more effectively, boosting ROI. To Increase Donor Retention Understanding and addressing unique needs and motivations of different segments can significantly en
Slide 6: Segments and how to engage them
12 Segments And how to engage them Sensitivity: Public
Slide 7: Recurring Donors
Recurring Donors Supporters who have signed up for regular, ongoing donations. Express gratitude for their ongoing support. Offer exclusive benefits like early access to events, special recognition, or impact reports tailored to their giving level. Encourage them to increase their monthly or annual
Slide 8: One-Time Donors to Recurring
One-Time Donors to Recurring Individuals who have made a donation but haven't committed to ongoing support Thank them for their initial gift and highlight the impact of recurring donations. Offer incentives like matching gifts or gift bundles for setting up a recurring donation. Also, segment high-p
Slide 9: $0 Peer-to-Peer Fundraisers
$0 Peer-to-Peer Fundraisers Supporters who have created a fundraising page but have yet to raise any donations Reach out to their fundraisers with tips and educational materials to set them up for success Sensitivity: Public
Slide 10: Event Attendees and Peer-to-Peer Fundraising Donors
Event Attendees and Peer-to- Peer Fundraising Donors Individuals who show interest in your cause through event participation or a peer-to-peer gift, but have not made an additional donation Follow up after the event with personalized thank-you messages and information about ongoing ways to get invol
Slide 11: Influencers/Connectors
Influencers/Connectors Individuals with significant social influence who can connect your organization to a wider audience Identify individuals with a strong network and alignment with your mission. Build relationships through personal connections, offer opportunities for involvement like social med
Slide 12: Planned Donors
Planned Donors Individuals who have included your organization in their estate plans Maintain regular communication and express gratitude for their future commitment. Offer them opportunities to learn more about giving methods with impact, like establishing a legacy fund or charitable remainder trus
Slide 13: Surviving Spouses and Families
Surviving Spouses and Families Individuals who have included your organization in their estate plans When a major donor passes away, reach out to the family with your condolences. This can mean a lot to the family and shows how much you and the organization truly care about the donor Sensitivity: Pu
Slide 14: VIP/Top 25
VIP/Top 25 Your largest and most loyal donors Prioritize personal and consistent communication. Involve them in exclusive events, board meetings, or leadership opportunities. Ensure they feel valued and intimately connected to the organization's impact Sensitivity: Public
Slide 15: Volunteers who also donate
Volunteers who also donate Supporters who volunteer and donate are champions of your organization who demonstrate an active commitment to your mission Recognize and celebrate their dual contributions. Offer volunteer opportunities aligned with their interests and skills that contribute to fundraisin
Slide 16: Annual Fund Champions
Annual Fund Champions Individuals who actively promote and contribute to your annual fundraising campaign Show appreciation for their advocacy and leadership. Offer training and resources to support their efforts and recognize their contributions in campaign communications Sensitivity: Public
Slide 17: Hidden Gems
Hidden Gems Individuals who have made one or more small donation, and have the potential for much more significant gifts Utilize tools, such as Momentum’s AI Donor Engagement platform, to help you identify donors with the capacity to give and an affinity for your organization’s cause. Develop person
Slide 18: Connections via Your Board
Connections via Your Board Individuals who align with your organization’s mission and values and have connections to your board Sort through your board’s connections on LinkedIn. When you find a connection that aligns with your organization’s mission and values, reach out to your board member with a
Slide 19: Momentum Donor Engagement Platform
Momentum Donor Engagement Platform www.givemomentum.com Sensitivity: Public
Slide 20: Who to contact, when to contact, what to say
Who to contact When to contact What to say Sensitivity: Public
Slide 21: Resources
Resources https://www.blackbaud.com/industry-insights/resources/donor- https://fundraisingreportcard.com segmentation-for-more-effective-stewardship The Role of Artificial Intelligence in Major Gift Fundraising https://clairification.com/2024/02/19/the-role-of- https://www.charities.org/news/donor-s
Slide 22: Thank you
Thank you Griff Bohm, Momentum
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