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Direct Marketing Fundraising 101 Seminar

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Outline

Day 1
9:00 A.M. - 4:00 P.M.

Please arrive 30 minutes earlier than the start time to register. Continental breakfast will be served.

Session Introduction

Direct Response Mail

  • How to get started
  • What you need to know

Acquiring New Donors

  • Prospecting for acquisition
  • Segmentation strategies — treating your donors differently
  • How to evaluate a donor acquisition effort

The “Package”

  • The letter
  • Reply devices
  • The use of photographs
  • The “three questions” test
  • Inserts
  • Lift notes
  • Premiums
  • Memberships
  • Special appeals

Production

  • Lettershops/vendors vs. do-it-yourself
  • Mail decoys

Copywriting For Your Fundraising Letter

  • Develop and define your “offer”
  • Create a call for action — ask for a gift
  • How to thank your donors
  • Insert return envelopes
  • Include donor communications

Day One Wrap-Up/Q&A

Day 2
9:00 A.M. - 4:00 P.M.

Review Writing the Fundraising Letter

Data Collection

  • Computers and Software
  • In-house versus vendor
  • Web-based or not?
  • The “bare bones” of donor records
  • Expanded donor records
  • Reports

Data & Response Analysis

  • Calculate average gift size
  • Were there upgraders/downgraders?
  • Geography analysis
  • Find trends in donor behavior
  • Determine lapsed donors and appropriate follow-up action
  • Project results and revenue

Test, Test, Test

  • What and when to test
  • How to set up a test
  • Develop useful reports
  • Create your budget for testing

Real-Life Examples

  • Review actual mail pieces
  • Discuss what works (and doesn’t work) in direct marketing

Fundraising Ethics, Privacy & Regulations

  • DMA “Privacy Promise”

Seminar Wrap-Up/Q&A

Outline is subject to change.

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