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The Volunteer's Guide to Online Fundraising

This eBook, jointly produced by Trybooking.com and the fundraising directory, explores the benefits of online fundraising and the various ways that volunteers and communities can benefit.

This eBook, jointly produced by Trybooking.com and the fundraising directory, explores the benefits of online fundraising and the various ways that volunteers and communities can benefit.

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THE VOLUNTEER’S GUIDE<br />

TO ONLINE FUNDRAISING<br />

HOW TO RAISE MORE AND STRESS LESS<br />

BROUGHT TO YOU BY:<br />

1<br />

EVENTS MADE EASY<br />

TRYBOOKING.COM


Foreword<br />

DEAR FUNDRAISERS,<br />

When I started publishing the <strong>Fundraising</strong> Direc<strong>to</strong>ry more than 12 years ago, I thought that the<br />

growth of the world wide web was likely <strong>to</strong> completely transform the fundraising landscape.<br />

I wondered what the future of ‘traditional’ fundraising might be.<br />

What has transpired, though, is that instead of ‘taking over’, technology instead works<br />

<strong>to</strong> streamline and enhance traditional fundraising. What was once a walk around the<br />

neighbourhood is now a call around the globe, where grandma in Scotland can support your<br />

efforts as easily as if she lived next door.<br />

All committees should be aware of how they (and their communities) can benefit from the<br />

technologies now available, in particular facilitating increased participation and easing the<br />

administrative burden on time-poor volunteers.<br />

I am pleased <strong>to</strong> partner with Trybooking.com - an Australian platform - <strong>to</strong> bring you this helpful<br />

guide.<br />

Happy <strong>Fundraising</strong>!<br />

xMandy<br />

Mandy Weidmann aka the <strong>Fundraising</strong> Whisperer<br />

Mandy Weidmann is Australia’s ‘<strong>Fundraising</strong> Whisperer’ – publisher of the <strong>Fundraising</strong><br />

Direc<strong>to</strong>ry and author of the Practical <strong>Fundraising</strong> Handbook for School and Club Volunteers.<br />

Mandy believes that parent volunteers shouldn’t have <strong>to</strong> reinvent the wheel all the time and is<br />

passionate about providing resources <strong>to</strong> make fundraising easier (and more fun).<br />

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Contents<br />

FUNDRAISING FOR TODAY’S WORLD 4<br />

ONLINE FUNDRAISING: VOLUNTEER BENEFITS 5<br />

ONLINE FUNDRAISING: COMMUNITY BENEFITS 6<br />

HOW TO RAISE MORE WITH YOUR ONLINE FUNDRAISER 7<br />

EVENT IDEAS FOR ONLINE 8<br />

EVENT DESIGN EXAMPLES 9<br />

GETTING STARTED ONLINE 10<br />

PROMOTING AND REPORTING ON YOUR EVENT 11<br />

GET IN TOUCH 12<br />

3<br />

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<strong>Fundraising</strong> for<br />

<strong>to</strong>day’s world<br />

A MODERN APPROACH FOR CHANGE<br />

<strong>The</strong> importance of fundraising events<br />

needs no explanation - especially amongst<br />

Australians. Whether a simple movie night<br />

or a big gala event, we’re all driven by a<br />

common fundraising goal: <strong>to</strong> better our<br />

local communities and bring <strong>to</strong>gether the<br />

resources needed for change.<br />

Sometimes it feels like there’s not enough<br />

time in the day <strong>to</strong> acheive all of our<br />

fundraising ideas or targets. Modern<br />

volunteers don’t just sit around all day - we’re<br />

all juggling other priorities like work, school,<br />

kids, and life in general.<br />

Don’t let the admin side of fundraising<br />

cause volunteer or community burnout. In a<br />

perfect world, paperwork, flyers, invitations,<br />

donations and receipts would complete<br />

themselves.<br />

But since we don’t live in a perfect world,<br />

let’s talk about the next best thing: online<br />

fundraising.<br />

ONLINE FUNDRAISING AND YOU<br />

<strong>Online</strong> fundraising is about more than just<br />

doing away with paperwork, or having a single<br />

system where you can manage everything<br />

from start <strong>to</strong> end..<br />

<strong>Online</strong> fundraising can empower you with the<br />

insight needed <strong>to</strong> take your fundraiser <strong>to</strong> the<br />

next level.<br />

It can give you quick, precise answers <strong>to</strong> the<br />

kinds of questions that’d normally take ages<br />

<strong>to</strong> research - like how people are discovering<br />

you, where they’re donating from and more.<br />

And if you’re running an event, it’s an easy<br />

way for guests <strong>to</strong> purchase tickets 24/7, enter<br />

raffles in advance and fill out their own RSVPs.<br />

Ultimately, online fundraising gives you time <strong>to</strong><br />

focus on your <strong>to</strong>p fundraising priorities whilst<br />

streamlining everything else. And it’s one of<br />

the biggest reasons why our fundraising sec<strong>to</strong>r<br />

has such a bright future ahead!<br />

WITH A LITTLE HELP...<br />

If you haven’t yet considered online fundraising or just want more tips on hitting your online<br />

goals, this guide from TryBooking and the <strong>Fundraising</strong> Direc<strong>to</strong>ry will show you everything you<br />

need <strong>to</strong> get started. We’ll share with you some of the major benefits and secrets <strong>to</strong> success, so<br />

that you can become your own online fundraising expert.<br />

Sound good? Let’s get started!<br />

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<strong>Online</strong> fundraising:<br />

volunteer benefits<br />

BOOSTING YOUR TIME AND ENERGY<br />

When it comes <strong>to</strong> running fundraising events, there is a “tried and true way” of traditionally<br />

managing everything.<br />

While it seems reasonable <strong>to</strong> collect cash payments or handle all your event management<br />

with spreadsheets and paper forms, there are lots of volunteer benefits you miss out on when<br />

you don’t take advantage of online fundraising.<br />

Here’s how going online can transform your volunteering workload:<br />

TRADITIONAL FUNDRAISING<br />

Print out and issue paper forms and/or<br />

event tickets.<br />

Call, email and chase people for RSVPs<br />

and donations.<br />

Manually collect other information (like<br />

dietary requirements, if you’re holding a<br />

dinner).<br />

Manually process cash payments, one<br />

by one, issue change and write receipts.<br />

Promote your cause through multiple,<br />

fragmented channels i.e. flyers, a<br />

Facebook post, phone calls and<br />

separately track each.<br />

Fill out separate spreadsheets for<br />

RSVPs, revenue/donations, unsold<br />

tickets and more.<br />

Needing at least one volunteer <strong>to</strong><br />

manage the process of tracking and<br />

spreadsheets - costing plenty of time.<br />

No technical or coding knowledge<br />

required.<br />

ONLINE FUNDRAISING<br />

Simple <strong>to</strong> complete, 24/7 forms online -<br />

taking tickets off your list of jobs.<br />

Get RSVP upfront, early and via mobile or<br />

desk<strong>to</strong>p at any time.<br />

Au<strong>to</strong>matically collect dietary requirements,<br />

email addresses and more during the online<br />

checkout process.<br />

Securely take payments online 24/7 with<br />

au<strong>to</strong>matic receipts and revenue reports.<br />

Get a cus<strong>to</strong>m fundraising webpage<br />

and share the link anywhere you want,<br />

directing everyone <strong>to</strong> the same place while<br />

au<strong>to</strong>matically tracking traffic sources.<br />

Generate real-time sales and marketing<br />

reports so that you can easily view results and<br />

keep on improving.<br />

Quick <strong>to</strong> set up, promote events and watch<br />

the bookings roll in au<strong>to</strong>matically.<br />

Also no technical or coding knowledge<br />

required. All of the hard work is already done<br />

for you!<br />

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<strong>Online</strong> fundraising:<br />

community benefits<br />

MANAGING EXPECTATIONS<br />

Just as modern fundraisers have evolved <strong>to</strong> become more reliant on technology, so have the<br />

wider community. Guests, donors and ticket buyers are becoming increasingly expectant of<br />

having quick, flexible payment and booking options.<br />

It’s important <strong>to</strong> note that transitioning <strong>to</strong> online doesn’t just change things at a volunteer<br />

level. Here’s how making the switch can also make a difference for your audience and<br />

community:<br />

TRADITIONAL FUNDRAISING<br />

Donate via cash, cheque, physical gifts<br />

or by phone.<br />

Call or mail in their RSVPs, seating<br />

requests and payment for tickets (if they<br />

are attending an event).<br />

Wait for paper receipts and tickets <strong>to</strong> be<br />

delivered in person. No au<strong>to</strong>matic resend<br />

option if they are lost.<br />

Call or email you asking for updates<br />

about the event, or updates about the<br />

fundraising status.<br />

Line up at the door on the night <strong>to</strong> pay<br />

for entry.<br />

Limited opportunities <strong>to</strong> discover your<br />

fundraiser.<br />

ONLINE FUNDRAISING<br />

Can donate instantly from desk<strong>to</strong>ps,<br />

mobiles or tablets from any location.<br />

Can choose their seats/tables, purchase<br />

tickets and provide dietary requirements in<br />

a single transaction.<br />

Receive tickets and confirmations instantly<br />

via email, which can be au<strong>to</strong>matically resent<br />

if they are unable <strong>to</strong> locate.<br />

Stay updated with emails that you can<br />

au<strong>to</strong>matically send <strong>to</strong> your entire guest or<br />

donor list online.<br />

Enter quickly by presenting pre-paid ticket<br />

for scanning, which then au<strong>to</strong>matically<br />

updates your door list records.<br />

Can discover your fundraiser through your<br />

website, social media, digital ads and more.<br />

One of the biggest benefits unlocked by online fundraising is the ability <strong>to</strong> make donations<br />

on-the-go via mobile. When your audience is feeling especially inspired or generous, you can<br />

make the most out of those moments by giving them a 24/7 platform <strong>to</strong> donate at any time.<br />

Plus, it’s no secret that people are on their phones all the time - so you might as well turn<br />

them in<strong>to</strong> a medium for giving!<br />

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How <strong>to</strong> raise more<br />

with your fundraiser<br />

TIPS FOR INCREASING ATTENDEES AND DONATIONS<br />

Creating your fundraiser online opens up new opportunities <strong>to</strong> play with the design of your<br />

invitation, promotional channels, ticketing strategies and community engagement. It’s also a<br />

good chance <strong>to</strong> add more value <strong>to</strong> your sponsors. Here are some of the proven tactics that you<br />

can use <strong>to</strong> increase attendee bookings, awareness and fundraising revenue:<br />

——<br />

Add an opportunity <strong>to</strong> donate.<br />

Rather than charging more for tickets,<br />

see if you can add a donations step at<br />

checkout instead. You could see a lot<br />

more generosity that way!<br />

——<br />

Make your event page unforgettable.<br />

Cus<strong>to</strong>mise your event page and ensure<br />

you’re making a great first impression for<br />

your brand.<br />

——<br />

Create different ticket types such as<br />

individual, couple or group bookings.<br />

Fundraisers are often a social/family<br />

friendly event so you’ll want <strong>to</strong> have<br />

everyone covered with a range of ticket/<br />

booking types. (This also include tickets<br />

like VIP or staff only).<br />

——<br />

Offer a discount for group bookings.<br />

Encourage larger groups or entire tables<br />

<strong>to</strong> attend by offering a discount on the<br />

<strong>to</strong>tal price, or a 12-seats-for-the-priceof-10<br />

type deal.<br />

——<br />

Set early bird pricing.<br />

Early bird is the perfect way <strong>to</strong> kickstart<br />

sales and <strong>to</strong> generate initial exposure for<br />

your event.<br />

——<br />

Learn more about your guests/donors.<br />

Let your audience know that you<br />

value their feedback. Ask meaningful<br />

questions before checkout or simply<br />

check how they discovered your<br />

fundraiser. TryBooking have flexible<br />

data collection <strong>to</strong>ols <strong>to</strong> help you.<br />

——<br />

Promote the event on your website.<br />

Raise awareness and kickstart the<br />

buying process by adding widgets (like<br />

TryBooking’s event/ticketing widgets)<br />

<strong>to</strong> your website.<br />

——<br />

Promote the event on social media.<br />

Interact and increase engagement<br />

with your followers by talking about<br />

the event on social media or providing<br />

updates on fundraising goals. Event<br />

pages on TryBooking have social<br />

sharing but<strong>to</strong>ns so anyone can spread<br />

the word.<br />

— — Create sponsorship opportunities.<br />

Finding the perfect sponsors can take<br />

time, but you can fast track the process<br />

by having a detailed plan, packages<br />

and outreach method. Learn more<br />

about getting event sponsorship.<br />

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TRYBOOKING.COM


Event ideas<br />

for online<br />

It’s easy <strong>to</strong> get started online, and TryBooking offer many creative options. <strong>The</strong> platform lets you<br />

take bookings and payments 24/7 and is also packed with features <strong>to</strong> compliment any kind of<br />

fundraiser. <strong>The</strong>se include (but are not limited <strong>to</strong>) some of the most popular categories:<br />

<strong>Fundraising</strong><br />

SEATED EVENTS<br />

GENERAL ADMIN<br />

THEATRE SEATING<br />

WORKSHOPS<br />

Tables, dinners, balls,<br />

galas, trivia nights<br />

Add table plans based<br />

on your venue and let<br />

guests choose where<br />

they want <strong>to</strong> sit.<br />

Film screenings,<br />

functions, parties<br />

Create events with<br />

general admission or<br />

free standing space.<br />

Community plays and<br />

concerts. Add interactive<br />

seating plans so that<br />

your guests can pick<br />

seats as they book.<br />

Workshops, classes and<br />

fun runs. For activities<br />

with different sessions,<br />

let guests choose which<br />

time suits them best<br />

when they book.<br />

Merchandise sales<br />

PRIZES & DRAWS<br />

Special draws/prizes<br />

Your ticket can double<br />

up as your entry for the<br />

draw. Check on<br />

permits you need <strong>to</strong><br />

add.<br />

SPECIAL ITEMS<br />

Sock sales, wine drives,<br />

cards & gifts, calendars<br />

Turn each ticket/<br />

booking in<strong>to</strong> a<br />

merchandise order.<br />

Donations<br />

DONATIONS ONLINE<br />

Create a cus<strong>to</strong>m page <strong>to</strong> collect donations online<br />

and meet your fundraising goals. Add a donations<br />

step. Encourage attendees <strong>to</strong> be extra generous by<br />

donating an amount prior <strong>to</strong> checkout.<br />

<strong>The</strong>se are just some of the fundraisers you can set up on TryBooking. If you would like <strong>to</strong> get<br />

creative with it yourself, simply jump on<strong>to</strong> the platform and take it for a test drive <strong>to</strong>day.<br />

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Event design<br />

examples<br />

CREATE CUSTOM PAGES FOR YOUR FUNDRAISER<br />

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Getting<br />

started online<br />

SETTING UP YOUR FIRST EVENT<br />

To have your first (or test) event up and<br />

running on TryBooking, you only need a few<br />

minutes.<br />

You can sign up for a TryBooking account<br />

for free and then:<br />

1. Create an event and set the time, venue<br />

and ticket types/prices.<br />

2. Cus<strong>to</strong>mise your event page with your own<br />

logos, images, backgrounds and links.<br />

3. Enable donations for your event so that<br />

guests can make extra contributions.<br />

4. Get promoting! Choose from a wide range<br />

of promotional <strong>to</strong>ols including widgets,<br />

social media sharing, tracking and more.<br />

5. Review and manage your progress with<br />

helpful and reports.<br />

We recommend creating a page with a unique<br />

design that also stays true <strong>to</strong> your branding.<br />

This helps guests <strong>to</strong> make bookings or buy<br />

tickets with confidence, and also gives you an<br />

advantage when promoting the event.<br />

You can also cus<strong>to</strong>mise your event <strong>to</strong> contain<br />

the ticket types that you want. For example,<br />

child, adult, a ticket + popcorn package - there<br />

are infinite options.<br />

<strong>The</strong> same flexibility applies for your data<br />

collection forms, seating plans, sections,<br />

donations message and whatever else you wish<br />

<strong>to</strong> add.<br />

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Promotion<br />

and reporting<br />

PROMOTING YOUR FUNDRAISER<br />

TryBooking have promotional <strong>to</strong>ols for you <strong>to</strong><br />

choose from once your fundraiser is ready and<br />

published.<br />

——<br />

Your event has it’s own unique URL that<br />

you can add <strong>to</strong> your social media, emails,<br />

newsletters or online flyers.<br />

——<br />

Your event page has social media sharing<br />

but<strong>to</strong>ns so that you can encourage guests<br />

<strong>to</strong> spread the word on Facebook, Twitter,<br />

LinkedIn or Google+.<br />

——<br />

Embed TryBooking’s ticketing widgets<br />

<strong>to</strong> help kickstart the purchasing process<br />

straight from your own website (if you have<br />

one).<br />

Don’t forget, the earlier you start <strong>to</strong> promote<br />

your fundraiser the more chance it will have <strong>to</strong><br />

take off. Setting your event up online is a quick<br />

process, so this will leave you with more time <strong>to</strong><br />

focus on boosting sales.<br />

REPORTING AND ANALYTICS<br />

Moving <strong>to</strong> online reporting is not only a cleaner,<br />

more accurate way <strong>to</strong> keep records, it’s also<br />

completely au<strong>to</strong>mated. You get the reports in<br />

real-time and on demand. This makes it easier<br />

than ever <strong>to</strong> share information with your team,<br />

sponsors and anyone else requiring an event<br />

recap.<br />

Once your event goes live you can track your<br />

sales using the reports available on<br />

TryBooking. You can export the information<br />

in a number of formats.<br />

Some of the most popular reports for<br />

fundraisers include revenue, donations,<br />

attendee details and various summaries.<br />

EXAMPLE FUNDRAISER<br />

Take a look at an example fundraiser that you<br />

can create on TryBooking. You can also book<br />

a demo ticket <strong>to</strong> see the experience for patrons<br />

and donors:<br />

www.trybooking.com/TCDB<br />

11<br />

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Get in <strong>to</strong>uch<br />

<strong>to</strong>day<br />

GET IN TOUCH TO LEARN MORE<br />

Thank you for reading this guide. If you would<br />

like <strong>to</strong> learn more about how TryBooking can<br />

help your fundraiser, or more information on any<br />

of these:<br />

——<br />

Suite of features.<br />

——<br />

Setting up your first fundraising event.<br />

——<br />

Charitable Donations Program.<br />

——<br />

Community commitment/Australian owned.<br />

Get in <strong>to</strong>uch with a friendly team member<br />

<strong>to</strong>day: fundraise@trybooking.com<br />

USEFUL LINKS:<br />

——<br />

Sign up<br />

——<br />

About TryBooking<br />

——<br />

Our pricing commitment<br />

——<br />

Contact us<br />

——<br />

Setting up a basic event<br />

——<br />

Setting up a tabled event<br />

——<br />

Setting up <strong>to</strong> sell merchandise<br />

——<br />

Adding a donations option <strong>to</strong> your event<br />

——<br />

<strong>Fundraising</strong> blog<br />

Or sign up for an account here.<br />

HAPPY FUNDRAISING,<br />

THE TRYBOOKING TEAM<br />

12<br />

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TryBooking are committed <strong>to</strong> providing<br />

you with an affordable and powerful<br />

booking system, so that all your<br />

fundraising efforts can be a success.<br />

We’re here <strong>to</strong> help whenever you need.<br />

Contact us: fundraise@trybooking.com<br />

Or visit www.trybooking.com<br />

Events made easy.<br />

MELB – (03) 9012 3460 SYD – (02) 8064 3600 BRIS– (07) 3173 1570<br />

13<br />

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