Marrying Tradition & Technology for Fundraising


What is Tradition Using Technology? It is the simple idea that while we need to continue to invest and innovate, organizations must not toss out established fundraising methods. Rather, traditional tactics should be folded in as complement.

Our partner, Carly Samuelson is a strong proponent/expert in this application and spends a great deal of time supporting organizations who are finding it difficult to balance modern and time-honored methodologies.

Below are her 5 keys pieces to a successful campaign:

1. Maintain a clean, up-to-date, and functioning Database

A key step to recruitment and management of a peer-to-peer fundraising campaign is knowing who is in your organization’s universe. Highly successful peer-to-peer programs usually maintain a data-rich, clean, and usable database. Your CRM doesn’t have to be fancy, it doesn’t have to have all the bells and whistles, and it doesn’t have to be expensive. It does, however, have to be accurate and contain clean data that can be measured and is expandable as your program grows.

2. Human Touch points Still Matter

Successful peer-to-peer fundraising requires a deeper connection with your fundraisers. You should know why they participate, their connection to your mission, what drives them, and how they succeed. Organizations with strong peer-to-peer programs spend a large portion of their time on training and managing staff to “get personal” with their fundraisers.

3. Set Yourself up for success

Even before you contact RallyBound to set-up your next campaign, spend the up-front time planning out your web experience, setting up the most optimal personal website, and planning out your event and communication timelines. Don’t be afraid to include key Power Fundraisers in this stage. They are a crucial voice.

4. Live for data

As the organizer of a peer-to-peer fundraising program you must always know your “numbers”.  Learning and tracking some simple reports can go a long way towards making you feel in control of your peer-to-peer program.

It starts by knowing your overall budget and goals for revenue.  What is it going to take to make your program a success for your organization? Your next step is to watch the weekly registration of new fundraisers. Do you have enough fundraisers to get you to your goal? After that, watch how much is being raised daily, weekly, or monthly. Are you and your fundraisers on track?  Finally, who is exceeding their minimums?

5. Stay Aware of Emerging Trends

The world around your peer-to-peer fundraising program is ever-changing as it becomes increasingly mobile and more technically advanced every minute. In order to stay relevant and in line with the times, you must be continuously researching and implementing new trends in your field.

The tendency to lean forward is appropriate and needed in today’s landscape, but respecting these tried and true strategies and weaving them into new initiatives can create substantial benefit. 

But remember some common elements of everyday fundraising were defined in the early 20th century and it is always good to know where we came from.




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