The Fundraiser*s Toolkit

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The Fundraiser’s Toolkit:
Using Social Media as a
Prospect Cultivation Tool
and
Leveraging Apps to Assist your
Fundraising Efforts
Social Media Impact
Fastest Growing Demographic on Twitter
55 – 64 Year Age Bracket
(79% since 2012)
Fastest Growing Demographic on Facebook and Google+
45 – 54 Year Age Bracket
Every Second Two New Members Join LinkedIn
93% of Marketers Use Social Media for Business
Social Media Has Overtaken Porn as the No.1 Activity on the Web
10 Surprising Social Media Statistics That Will Make You Rethink Your Social Strategy,
buffer, Belle Beth Cooper, 7/16/13
Artwork Media http://www.artworkmedia.com.au/social-media-strategy/
Your Strategic Social Presence!
What is your Social Narrative?
How do you want your prospects to see you?
Not a good idea.
Keep it on Facebook
and
Keep your prospects out!
Think “Social Selling”

Clean-up your social presence (Google yourself)

Build your searchable presence

Leverage your strengths

Show you are multi-dimensional, but be careful

Believe in what your selling and talk about

Educate your prospect with relevant content
LinkedIn Tips
Put yourself in the shoes of the alumni/friend/prospect who is receiving your
call. After the call they are going to go on Google or LinkedIn to see who you
are! Knowing this….what do you want them to see?
• Your background information
• Volunteer experience and causes
• Projects—what have your worked on lately
• Skills
• Education
Groups are great, but don’t go crazy with recommendations. You never know
how people are connected. What if you write a recommendation for someone on
LinkedIn and the person you’re trying to cultivate had a terrible interaction with
that individual!!
Personally—I think less is more when it comes to social media. You should be in
control of your own narrative. Once you post something in a social media
channel it is out of your control – FOREVER!
Use the Power of Social!
Explore the Prospects Profile
(especially skills and expertise)
Explore “How You’re Connected”
Request Introductions
Send In Mail
DO NOT SEND A REQUEST TO CONNECT
Twitter





Follow prospects you know well
Post cautiously, especially if prospects are
following
Great way to post college/university activity as it
happens!
Use Twitter Lists to organize your feeds
Monitor Twitter Hashtags through HootSuite
Please contact me with questions:
@CherylCcerny
What apps are in your toolbox?
The Fundraiser’s Guide to the App
Store
An Ever True eBook
The Basic Tools
Pinterest
 Search for ideas
 Create your own post
 69% of users have found an item
they’ve bought or wanted so it likely
will work for fundraising
 Keep up with content posted on your
institution’s board
Donor Stewardship
foursquare
 On-Campus Tool for Users and Visitors
 Use during Reunion/Homecoming
with a tour building option
 Off-Campus Resource
 Use for Trip Planning Purposes
https://foursquare.com/v/rubin
-campus-center/4b8f483df964a
520495033e3
The Basic Tools
Instagram
 Simple way to capture and share
 Use to engage alumni
 Scroll through photostream to show
donors what’s been going on
around campus
 Follow your organization’s account
and specific hashtags
YouTube
 Vast possibilities: students, staff,
faculty, alumni and more
 Monitor views and share
 Share videos via Google+, E-mail, Fa
cebook and Twitter
Cornell University
Event Management
Fundraising Apps Tools
Guidebook
 Organized Agenda
 Create Your Own Schedule
 Searchable exhibitor directory and
speaker profiles
 Interactive venue and maps
 Messaging and Attendee Feedback
EDF Conference
Eventbrite
 Organize Events of all kinds
 Easily collect money with
credit card processing, PayPal,
and more
Event Management Tools
CheckInEasy
 Sync invited guests with donorrecord databases
 Streamlines and simplifies event
check-in and management and
significantly increases the speed of
check-in
 Sends a text to alert gift officers
when a key donor has checked in to
an event
Square
 Accept credit cards from an iPhone,
iPad, or Android with Square
 Square Register is a free app that
works with Square Reader to turn a
smartphone or iPad into a mobile
point of sale
 Square pricing is simple: one flat
rate per swipe and access your
funds quickly. No monthly fees
Organizational Tools
Trello
 Keeps track of everything
from big picture projects to
small details like “To Do’ lists
by organizing individual cards
 Can be used for personal
tasks or collaboratively with a
group
Mynd
 Intelligent mobile calendar designed for
busy people on the go
 Acts like a virtual assistant, making your
life easier – both at home and at work
 One of the “Ten Best iOS Calendar
Apps”
 Ideal for road warriors
Organizational Toolssin
Scan BizCards
 Only business card app scanner
with cloud backup and sync across
multiple devices with access to
cards from any browser
 Works with Evernote, LinkedIn,
Salesforce and other CRMs
Trip Advisor
 Browse millions of reviews, opinions,
videos and candid photos by travelers
 Find the best hotel including Travelers
Choice award winners
 Explore restaurants by food type, price
range, and rating
 Discover cool things to do in any
destination
 Compare airfares and find great deals
Travel Tools
Kayak
 The smart travel search engine
 Comparison shop
 Hotel, flight, and car search and
booking, flight tracker and itiner
ary management
 Search one and done
Tripit
 Organize your travel plans in one
place with TripIt, your all-in-one
travel itinerary and trip organizer
 Simply forward your confirmation
emails and automatically creates a
detailed daily itinerary for every trip
 My Favorite GO TO app
TripIt | A trip to Syracuse, NY in June 2014
Budget Tools
Expensify
 Makes capturing receipts,
tracking time or mileage,
business travel and creating
expense reports quick and easy
 ”The Best Business Travel App” Business Insider
Free WiFi
 Instantly find FREE Wi-Fi Internet
hotspots wherever you are in the
world online or offline
Navigation Tools
Google Maps or
MapQuest
 Go-to app for live maps, GPS and
live traffic updates
 Guide you with voice navigation
 Route you around accidents
 Help you find cheap gas and other
amenities
Uber
 Request a ride using the app and
get picked up within minutes
 On-demand service means so
reservations required and no
waiting in taxi lines
Navigation Tools
ParkMobile
 Pay for parking meters using your
cell phone
 Quickly change the license number
and activate your parking session
 Track parking expenses, change
account settings or print a report
 Find Parkmobile in private and
public parking lots, on city streets,
at airports, stadiums
Best Parking
 Find the cheapest and most convenient
parking facilities in 105 cities & 115
airports throughout North America
 Featured in the NY Times, Wall Street
Journal, New York Magazine, ABC,
FOX CBS, NBC, etc.
 Offers a $5 Starbucks eGift to any user
who reports inaccurate information
Travel Tools
Travel tools
 Comprehensive guide with in terminal
navigation so you can orient yourself to
make sure you'll get to your next gate
on time.
 Assess your ground transportation and
book a car ahead of time
 Flight-tracking feature to keep you
updated on delays or cancellations.
 Sync with your Tripit account to access
your itineraries
 Combines maps, directions and
roadside service features with
member discount information
 Allows you to book with no
cancellation or change fees!
 Very often the best price or
includes features like breakfast
or free parking
Last Minute
Travel tools Tools
Hotel Tonight
 Matches unsold hotel inventory with
last minute travelers
 Searches for open rooms in 61 US
cities
 Users get deep discounts. Shows you
the day's best values
OpenTable
 Find restaurants closest to your
current location and see real-time
table availability
 View restaurant menus and diner
reviews
What’s in My iPhone?
Last Word on Social Media
Social Media Stalking
Download