1. After a disaster happens, there is a limited window to reach and engage supporters.   It’s critical to act quickly.
2. If you wait for an emergency situation to happen, it’s too late.  Be prepared with email templates, photographs and develop processes so you can quickly update web page / donation form content (this is not often the norm at many nonprofit organizations).
3. Emergency situations can impact any nonprofit, not just those that traditionally respond to disasters, such as the American Red Cross and Doctors Without Borders.
4. Online, social media and mobile are first response channels of choice in responding to a disaster.
5. Reliable people, processes and technology are critical
6. Follow-up!  Reaching out to constituents doesn’t end after you’ve sent an email appeal immediately after the disaster occurs.
7. Accountability is important;  make sure donors are told how their funds have been used.
8. Plan in advance – make sure your web site / donation forms can handle temporary spikes in traffic.

Upcoming sessions in this series will focus on mobile giving as well as mobilizing your supporters using social media.  Register now for these free events.  Nonprofits play a critical role in disaster recovery efforts.  As Steve reminded us today, don’t wait for the next emergency to prepare your organization to respond.

Social networking sites like Twitter allow event attendees to report on a presentation while it is taking place.  This means that you can reach many others who are not able to attend in person.   Below are some tips which I’ve taken from the book and from my own experience as a presenter:

1. Create a hash tag (#) that can be used to reference comments on Twitter
2. Use a presentation home page to link to slides and to provide a communication channel with the audience after the live presentation has ended.  Don’t forget to reference  your web site, SlideShare, Twitter, relevant blog postings and videos on YouTube
3. Have a colleague monitor the backchannel while you present – it’s a bit challenging to do both yourself and still concentrate on what you’re saying
4. Take ‘Twitter breaks’ to acknowledge what is being said and to respond to comments / suggestions
5. Include more graphics and less words in your slides.  If you’re reading information from your slides, you’re not going to hold people’s interest
6. If necessary, modify presentation based on feedback you receive while you speak.  Don’t be afraid to change tactics if your audience is not engaged.
7. Encourage live participation throughout your talk, not only at the end.  I’ve often attended talks where there is so much information presented, there’s little or no time left for questions.  Don’t let this happen to you.
8. Less is more.  Have a handful of major points you want attendees to remember (and to tweet).  Don’t try to communicate too much.
9. Find out who is attending your presentation before you speak so you can customize your materials.  It’s helpful to ask some questions of the audience on site, but it’s much easier if you take the time to research in advance.
10. Learn from great speakers, such as Seth Godin, Guy Kawasaki and Beth Kanter.   Watch how they engage with the audience and use feedback from attendees to communicate their message.

Few of us are naturally great speakers, but it gets easier with practice.  Join a group like Toastmasters if you want to improve your skills and seek out every opportunity to speak to groups.

Can’t wait?  Below are recent reports on social media usage in nonprofit organizations:

• M&R Strategic Services - Nonprofit Social Media Benchmarks Study
• Idealware – Using Social Media to Meet Nonprofit Goals
• Blackbaud / Charity Dynamics – Successful Event Fundraising with Social Media
• Website Magazine (not nonprofit specific) – Social Media Survey

• MS Foundation for Women
• New York Public Library
• Children’s Health Fund
• ACLU
• YAI

Other topics we discussed:

1. Should navigation links be removed from a donation form to not ‘distract’ the donor from completing the process?  Many attendees said yes.
2. Nonprofits that sent multiple appeals near year-end 2009 reported excellent results, demonstrating the benefit of taking advantage of the tax deduction by 12/31
3. Only a few are implementing Convio’s Common Ground, which provides an integrated donor database – may discuss further at a later meeting
4. Drupal is in use by more of us, but link with Convio is not yet available.  (open source CiviCRM does connect well with Drupal)
5. We agreed that implementing a welcome series for new supporters was worthwhile, but few are using yet – too much time to setup?
6. Video – YAI has done well with its YouTube channel;  TubeMogul was also mentioned as way to upload to multiple video sites.
7. Some reports of recent delays in sending emails through Facebook Causes, resulting in a holiday message that reached constituents late
8. Per ACLU, activists that have taken at least two actions are very likely to become donors (may incorporate into welcome series)
9. Some sites are moving away from Flash to Javascript for home page – better viewed on mobile phones
10. Challenges in working with Facebook, which ‘changes every day’

Thanks to the YAI Network for hosting meeting, YAI’s Dario Mallerman for moderating discussion and Convio’s Stephanie McKnight for coordinating.  More details are also in Convio’s Community site (login required).   Despite the beginning of a two day rain/snow storm in NYC, about 50 Convio users attended!

While Common Knowledge is based in San Francisco, I will be working from the NYC area and working with clients mostly on the East Coast.   Please see a sampling of the firm’s current clients as well as its blog which I hope to contribute to.

Thanks to everyone who has supported me during my quest for a new position and has encouraged me to continue to focus on ephilanthropy.  I am looking forward to a long and mutually beneficial relationship with Jeff and his very talented staff, many who I will be meeting soon.

• Consider where your constituents are most likely to be, and start publishing on those channels first
• Even if you’re not ready to use them, set up accounts with consistent names on multiple social media sites – don’t forget about media sharing portals YouTube and Flickr
• Provide information about other channels on email newsletters, blog posts etc.
• Add channel links to organization email signatures
• When deciding which channel(s) to use, consider whether you’ll be primarily sending, e.g.event announcements,late-breaking news or alerts, donation asks, scheduled communications or infrequent updates

To help prepare an overall communications plan, Aspiration provides a useful publishing matrix.  Gunner also recommended utilizing a social media dashboard using tools such as iGoogle and NetVibes (see Aspiration’s public dashboard) so you can keep track of how others are talking about your organization online.

So what content to use for what service?  We’re still learning, but my recommendations are:

1. Web content and email marketing still come first.  If using other channels, make sure the messaging and images are consistent.
2. Update blog content at least weekly;  include links to information you’ve already published on Twitter or Facebook
3. Post in Twitter or Facebook several times daily, including retweets of others’ posts that will be of value to your followers.  Facebook generally has a more ‘personal’ touch, but always remember to stay focused on your organization / brand.
4. Google Buzz? Too early to tell.  This seems like more of an effort to keep users in Gmail and as a response to other services than as a new value added product.
5. Make it easy for constituents to find your other channels by referencing them on your web site.  For example, see the ‘Connect / Join / Follow Us’  links at Environmental Defense Fund , Witness, and Aspiration.
6. Listen before you speak. You may have heard this advice when speaking with colleagues or with your spouse;  the same applies online
7. Make sure you have something of value to say. If you’ve followed #6 by reviewing colleagues’ blogs / public content, you’ll have plenty of ideas to choose from.  But don’t just repeat – add your own spin.

Your small gift can also help these very worthwhile causes:

• Idealist is asking for help so it can continue to be a resource for the nonprofit community
• Nten’s Holly Ross asks that you celebrate her upcoming birthday by helping a nonprofit colleague to attend the upcoming Nonprofit Technology Conference
• Support Idealware’s mission of providing objective software reviews for nonprofits by purchasing its new Field Guide to Software for Nonprofits

If you missed the recent PBS Frontline presentation of Digital Nation, you can watch it (and comment) online.   It is very thought provoking, and may provide a reminder that multitasking is not always the best way to get things done.  Also see this report from Pew Internet on Social Media and Young Adults.

Wondering about whether mobile fundraising will become a major fundraising channel as it has been for Haiti?  See MobileActive’s Definitive Guide to Mobile Fundraising as well as Beth Kanter’s summary of some recent viewpoints.

Jeff Brooks also spoke on a Network for Good call on what not to do in online fundraising – slides are available here.  (Hint – if your figures are not growing, you’re missing something.)

Do you maintain a database for advocacy that’s separate from your main donor database?  Care2’s webinar on Connecting Advocacy to Fundraising showed how activists can also be top fundraisers, if you take the time to cultivate them.   Activists also consistently open emails more frequently than other supporters.

If you need help in selecting tools for your organization (who doesn’t?), take a look at Idealware’s just released Field Guide to Software for Nonprofits.  Laura Quinn’s organization has always provided great information through her web site, blog and enewsletter.  I helped with some edits for this book – it is definitely worth getting.

Now that there’s so many ways to communicate with constituents, are you taking the time to make sure your messaging is consistent and on brand across channels?  See notes from Kivi Leroux Miller’s talk this week on Integrating Your Website, Email Newsletter and Social Media Sites.  Also see Blackbaud’s tips on Multi-Channel Engagement.

Like most nonprofits, Idealist has having some challenging times and has asked for our help.  Ami Dar’s work has long benefited the nonprofit community.  Please help.

Finally, are you helping your constituents to run their own fundraising events, or do you only help with events run by your organization?  If so, you’re missing a huge opportunity. Read Independent Fundraising Events Bring Big Returns, which links to a recent white paper by Blackbaud and Event 360; you can also register for a webinar on Feb. 3 to learn more.

• Are new online donors simply moving over from other channels, or are they really ‘new’?
• What’s getting in the way of some nonprofits that are not seeing increases in online giving?
• If your organization has experienced a jump in online donations, do you understand why?
• Are you taking advantage of integrated strategies to coordinate your online and offline appeals?
• Can new online donors be ultimately upgraded to higher levels of engagement – as you would normally want for offline supporters?
• If some donors are contributing because their friends or family asked, can you expect them to have a relationship with your nonprofit directly to encourage future support?
• Are you doing enough testing of online messaging, as carefully as you would do for offline?

Online fundraising isn’t a magic bullet, as those who simply add a donation button to their web site without any further effort soon learn.  Similarly, if you send out regular email marketing messages but don’t analyze who’s opening and actually reading them (and who unsubscribe), you’re missing the boat.  Regardless of your 2009 online numbers, you can probably do better in 2010 by taking the time to answer some of these questions.

For more online fundraising tips, download this new Online Fundraiser’s Checklist, review 25 Tips for Better Fundraising Copy and note the recent boom in mobile fundraising (hint – this channel won’t only be effective after earthquakes).  More people are online, but fewer are using the traditional desktop of laptop computer.  Apple’s new tablet is coming soon to add yet another option.

Hopefully, it won’t only be disasters that sends donors online.  Network for Good offers 5 Trends That Will Affect Online Fundraising in 2010.

But please don’t throw out the old tools when implementing the new.  Direct mail still has its place but this doesn’t mean that we shouldn’t try some new approaches.  As Steve MacLaughlin writes, Direct Mail is Not Dead, but single channel communication is.

Thanks to Katya and Jocelyn Harmon for this week’s session on how to thank donors.   It’s amazing to me that some nonprofits still don’t always acknowledge gifts, other than a generic auto reply (and sometimes not even that).   And don’t only communicate with your constituents when you’re asking for money – this is a year-round dialogue.