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PRACTICAL PLANNING STRATEGIES for Marketing Your Fundraising Events Presented by Karen Perry-Weinstat President

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Event fundraisers are challenged to keep pace with best practices in the use of digital media and to adopt an integrated strategy into their event communications. This presentation guides attendees to identify target audiences, develop time-sensitive messages and plan a comprehensive media strategy to maximize engagement in their events. The session includes an overview of available media, from printed matter to websites/pages, emails, social media and mobile. It introduces the concept of “drip marketing,” engaging the reader with increasingly interesting and urgent messages over the pre and post event timeframe. Finally, the session demonstrates a “flow-charting” technique, where each message is scheduled on a calendar, indicating which medium will be used and with what frequency to achieve an ideal “media mix.” It shows how outreach for multiple events can be planned in advance to allow busy event fundraisers to maintain activity on all messaging despite intervening deadlines and other priorities. LEARNING OBJECTIVES/TAKEAWAYS: To create an awareness of the need for a marketing/media strategy for special events that goes beyond the dated “save the date” postcard, sponsor letter and event invitation model; To stimulate the thought process of planning unique, time-sensitive messages to different demographic groups for various events; To encourage attendees to chart out and follow a year-round, multi-media strategy to keep concurrent messaging in front of their prospects for multiple events.

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Page 1: AFP Westchester NPD 2013 Practical Planning Strategies for Marketing Your Fundraising Events - Karen Perry-Weinstat

PRACTICAL PLANNING STRATEGIESfor Marketing Your Fundraising Events

Presented by

Karen Perry-WeinstatPresident

Page 2: AFP Westchester NPD 2013 Practical Planning Strategies for Marketing Your Fundraising Events - Karen Perry-Weinstat

I. objectives

II. strategies

III. tactics

DEFINING THE TERMS

Page 3: AFP Westchester NPD 2013 Practical Planning Strategies for Marketing Your Fundraising Events - Karen Perry-Weinstat

EVENT OBJECTIVE - GOAL

to raise funds to support the mission of the organization

BENCHMARKS:

net return $ +/- prior eventnew event – expectations

Page 4: AFP Westchester NPD 2013 Practical Planning Strategies for Marketing Your Fundraising Events - Karen Perry-Weinstat

STRATEGY

a large-scale, long-term plan for reaching a result or delivering an objective

identification and deployment of specific action items to execute the strategy(ies)

TACTIC

Page 5: AFP Westchester NPD 2013 Practical Planning Strategies for Marketing Your Fundraising Events - Karen Perry-Weinstat

YOUR STRATEGIC PLAN

Page 6: AFP Westchester NPD 2013 Practical Planning Strategies for Marketing Your Fundraising Events - Karen Perry-Weinstat

YOUR STRATEGIC PLAN

• define the target audience

Page 7: AFP Westchester NPD 2013 Practical Planning Strategies for Marketing Your Fundraising Events - Karen Perry-Weinstat

STRATEGY: DEFINE THE TARGET AUDIENCE

DEMOGRAPHICS

• primary• secondary

• SEX: male/female/adults/families• AGE: typical range• GEOGRAPHY: radius/local/regional• STATUS: prior donor or new participant

Page 8: AFP Westchester NPD 2013 Practical Planning Strategies for Marketing Your Fundraising Events - Karen Perry-Weinstat

YOUR STRATEGIC PLAN

• define the target audience

• long term versus short term

approach

Page 9: AFP Westchester NPD 2013 Practical Planning Strategies for Marketing Your Fundraising Events - Karen Perry-Weinstat

• networking

STRATEGY: LONG TERM APPROACH

Page 10: AFP Westchester NPD 2013 Practical Planning Strategies for Marketing Your Fundraising Events - Karen Perry-Weinstat

• add/change event(s) to keep current

• networking

STRATEGY: LONG TERM APPROACH

Page 11: AFP Westchester NPD 2013 Practical Planning Strategies for Marketing Your Fundraising Events - Karen Perry-Weinstat

• add/change event(s) to keep current

• networking

STRATEGY: LONG TERM APPROACH

• develop partnerships

Page 12: AFP Westchester NPD 2013 Practical Planning Strategies for Marketing Your Fundraising Events - Karen Perry-Weinstat

• add/change event(s) to keep current

• networking

STRATEGY: LONG TERM APPROACH

• develop partnerships• meaningful volunteer programs

Page 13: AFP Westchester NPD 2013 Practical Planning Strategies for Marketing Your Fundraising Events - Karen Perry-Weinstat

• add new media

STRATEGY: SHORT TERM APPROACH

Page 14: AFP Westchester NPD 2013 Practical Planning Strategies for Marketing Your Fundraising Events - Karen Perry-Weinstat

• add new media

STRATEGY: SHORT TERM APPROACH

• introduce new entertainment or activities

Page 15: AFP Westchester NPD 2013 Practical Planning Strategies for Marketing Your Fundraising Events - Karen Perry-Weinstat

• add new media

STRATEGY: SHORT TERM APPROACH

• introduce new entertainment or activities

• pre-event kick off

Page 16: AFP Westchester NPD 2013 Practical Planning Strategies for Marketing Your Fundraising Events - Karen Perry-Weinstat

• add new media

STRATEGY: SHORT TERM APPROACH

• introduce new entertainment or activities

• pre-event kick off

• step up the cool factor

Page 17: AFP Westchester NPD 2013 Practical Planning Strategies for Marketing Your Fundraising Events - Karen Perry-Weinstat

YOUR STRATEGIC PLAN

• define the target audience

• long term versus short term

approach• engage them with relevant content

Page 18: AFP Westchester NPD 2013 Practical Planning Strategies for Marketing Your Fundraising Events - Karen Perry-Weinstat

STRATEGY: RELEVANT MESSAGES

TARGET MESSAGE

• corporate sponsor

• board member

• donor at large

• honoree

• event attendee

• CSR exposure

• leadership for cause

• value to mission

• association with mission

• enjoyable program for good cause

Page 19: AFP Westchester NPD 2013 Practical Planning Strategies for Marketing Your Fundraising Events - Karen Perry-Weinstat

YOUR STRATEGIC PLAN

• define the target audience

• long term versus short term

approach• engage them with relevant content

• effective reach and frequency

Page 20: AFP Westchester NPD 2013 Practical Planning Strategies for Marketing Your Fundraising Events - Karen Perry-Weinstat

EFFECTIVE REACH & FREQUENCY

Page 21: AFP Westchester NPD 2013 Practical Planning Strategies for Marketing Your Fundraising Events - Karen Perry-Weinstat

STRATEGY: REACH & FREQUENCY

• emails• websites• social media• direct mail• text campaigns

Start to define tactics

• printed materials• newsletters• PSAs • paid advertising• signage

Page 22: AFP Westchester NPD 2013 Practical Planning Strategies for Marketing Your Fundraising Events - Karen Perry-Weinstat

Drizzle

• public relations• save-the-date cards• committee outreach• newsletter items• event announcements• event website/page

STRATEGY: REACH & FREQUENCY

Page 23: AFP Westchester NPD 2013 Practical Planning Strategies for Marketing Your Fundraising Events - Karen Perry-Weinstat

• emails • invitations • event website• social media • sponsor letters • PSAs • paid advertising• calendar listings• committee engagement

Steady Rain

STRATEGY: REACH & FREQUENCY

Page 24: AFP Westchester NPD 2013 Practical Planning Strategies for Marketing Your Fundraising Events - Karen Perry-Weinstat

Downpour

STRATEGY: REACH & FREQUENCY

• emails • social media • sponsor calls/emails • PSAs • text messaging• press releases• paid advertising• event website• e-journal

Page 25: AFP Westchester NPD 2013 Practical Planning Strategies for Marketing Your Fundraising Events - Karen Perry-Weinstat

MORE $$$

A SUCCESSFUL EVENT

Sunshine

STRATEGY: REACH & FREQUENCY

Page 26: AFP Westchester NPD 2013 Practical Planning Strategies for Marketing Your Fundraising Events - Karen Perry-Weinstat

PLAN BACKWARDS

FLOW CHART – an effective tool

Page 27: AFP Westchester NPD 2013 Practical Planning Strategies for Marketing Your Fundraising Events - Karen Perry-Weinstat

PLAN BACKWARDS

MONTHLY TIMELINE – an effective tool

Timeline for Fall Event

Page 28: AFP Westchester NPD 2013 Practical Planning Strategies for Marketing Your Fundraising Events - Karen Perry-Weinstat

Strategic Planner

Tactical Operators

Page 29: AFP Westchester NPD 2013 Practical Planning Strategies for Marketing Your Fundraising Events - Karen Perry-Weinstat

BENJAMIN FRANKLINPundit

'If you fail to plan, you are planning to fail!'

author, printer, politician, postmaster, scientist, musician, inventor, satirist,

civic activist, statesman, diplomat

Page 30: AFP Westchester NPD 2013 Practical Planning Strategies for Marketing Your Fundraising Events - Karen Perry-Weinstat

PRACTICAL PLANNING STRATEGIESfor Marketing Your Fundraising Events

Presented by

Karen Perry-WeinstatPresident