Everything You Need to Know About Donr’s Integration with Donorfy

One of the many reasons charities love Donorfy is because of the suite of tools and products it easily integrates with. Donorfy's integration list includes the like of Mailchimp, Gift Aid and now Donr. We'll update this blog post whenever we have new resources so that you'll always be able to find all the information about our integration in one place!

 

Integration with What?

Donorfy! A fantastic CRM system that allows its charity clients keep track of their supporters’ vital information. Donorfy is so fantastic, in fact, that it has been named ‘Best CRM Product,’ ‘Best CRM Supplier,’ and ‘Most Recommended,’ by Fundraising Magazine for the last four years (2016, 2017, 2018 and 2019)!

With Donorfy, charity clients can create, execute and measure direct marketing campaigns, manage constituents, individuals and organisations, search and filter constituents, tag constituents (for interests, skills, mailing lists etc.), keep a timeline of communication with constituents, connect constituents and more.

The Donorfy logo in colour

What are the Benefits of Integrating Donr and Donorfy?

Donorfy helps you keep track of every single interaction your supporters have with your charity, including their text donations. By making use of this new feature, charities can collect donations and certain supporter information via Donr’s Text Giving service and bespoke online Fundraising Pages, then have all of this communicated through to their Donorfy records – no more tedious, time-consuming manual entry, leaving you with more free time to spend developing your supporter relationships!

 

How Do We Get Started?

Ready to hook up your Donr and Donorfy accounts? Great! We’ve got a Help Centre article with all the information you need to set up the integration. Please click here to access it, enjoy!

 


Two men and one woman sit at a table working on laptops

Donr Debunks – The Facts About Text Giving and Data

Responses to our recent survey have suggested there’s a common misconception that text giving doesn’t give charities the data they need to take donors on their supporter journeys. Lucky for you, that’s absolutely not the case – here’s why…

What I can expect?

When you create a new keyword in your Donr Dashboard, you’ll automatically have access to a range of data that helps you make Gift Aid claims (if enabled) as well as contact your supporters. Because they’ve donated by text, the only personal data they need to pass onto you is their mobile number, which is what you’ll find in the dashboard.

You can use the mobile numbers to get in touch with your supporters without marketing consent about a range of updates which are more commonly known as in-service communication which is not marketing (to find out what kind, read this FAQ) – don’t worry, we’ll tell you how to get full marketing permissions in the next section.

The first time you download this data in a CSV file, you’ll notice that the mobile numbers (which you’ll find in the ‘msisdn’ column) are partially redacted. This is just because in the interest in of data protection, full information isn’t available until you make a Donr Data Request – which is as quick and easy as sending an email.

Marketing Opt-in

But what if you’re looking to add supporters who donate by text to your database so that you can talk to them about all the work you do? All you have to do is create a marketing opt-in keyword when setting up campaign. To do this:

— Create two separate keywords with exactly the same settings (donation frequency, default donation amount etc), we’ll called these Keyword 1 and Keyword 2

— When marketing your text keywords, advertise keyword 1 as your ‘opt-in’ keyword and keyword 2 as your ‘opt-out’ keyword.

— When you download your data from the dashboard, you’ll know which supporters have texted Keyword 1 (your opt-in keyword) and can take them on a mobile supporter journey

 

 

This means you’re now able to share the incredible impact of your work and even collect different types of personal data to get to know them better. You’ll find an example to help get you started in this Help Centre article.

Myth debunked

So, there you have it… you can collect important marketing data through text giving which allows you to communicate with them in a meaningful way. As always, if you’d like to chat to us about collecting data we’re here to help.⚡️

PS* If you haven't started your text marketing journey just yet be sure to keep an eye on our social media and your inboxes for a very exciting product launch this Autumn!


Two men look at a smartphone.

Welcoming Donorfy to the Donr Community

We’re pleased to announce that Donr will be integrating our fundraising technology with Donorfy – a leading CRM system – in July 2019.

It’s going to be really simple to take advantage of this new feature too. An organisation will simply have to log onto the Donr Dashboard and add the Donorfy option to their account, using the newly introduced ‘Integrations’ section of the Dashboard. Data will appear as soon as this is done.

We know that this is an announcement that many of our Charity Partners have been waiting for – by removing the need for the manual addition of Text Giving donors to their CRM system, charities will be able to significantly improve the supporter journey of those donors.

Charities that use both Donr and Donorfy will see data associated with their Donr donations appear automatically in their Donorfy account, along with all the required Gift Aid information. This will enable Donorfy to automatically reclaim the tax from HMRC.

‘We know that, as charities and donors move more and more towards Text Giving, that sometimes the Text Giving donor gets left behind in communications and the supporter journey,’ our CEO, Chris, explains. ‘We wanted to make it easier for our charity clients to use Donorfy’s services together with ours, as we see it as an opportunity to help them keep people better engaged with the causes they choose to support.’

The guys over at Donorfy are just as excited as we are: ‘Donorfy is built for integration,’ said their CEO, Robin Fisk. ‘By working together and integrating our technologies, we are helping charities maximise their donations, increase supporter loyalty and minimise their costs.’

By launching this integration, Donr is aiming to eliminate the need for charities to use spreadsheets or other methods to track or transfer vital data. There are also plans to extend this to even more charities, as we integrate with other CRM solutions in the near future.

So watch this space and, as always, happy fundraising!
The Donr Team


A woman wearing a ring on her fourth finger and bracelets and hair-ties on her wrists counts a handful of dollars.

Adding Clarity to the Pay-Out Process

Donr is constantly looking to change and improve to better meet the needs of our Charity Partners. We’ve now released an Invoices module to add clarity to the pay-out process and help users better understand the payments they receive from us.

It may not be the flashiest update we’ve ever released, but we’re still delighted to announce the launch of this new module which will help our Charity Partners understand why they’ve received the pay-outs they get from us. Specifically, the new Invoices module offers separate invoices for donations made via each mobile network operator and breaks donations down via payment amount so it’s easy to work out important figures such as total donation amount, total fees to be paid and total amount owed by Donr to the charity.

What’s more, the Invoices module organises the invoices available for download into two distinct categories: ‘Paid’ and ‘Due’. As is probably obvious, these categories refer to invoices for which payment has already been sent from Donr to the charity and for which payment is still due from Donr to the charity. The ‘Paid date’ and ‘Due date’ values will help the financial teams of Donr’s charity partners to identify payments which have already been sent by Donr and let them know when they can expect future transfers.

For added privacy and security, only users with ‘Account Admin’ status on their Charity Organisation’s Donr account will have access to these invoices.

To find out about the Invoices module and the invoice documents themselves, please check out our new Help Centre article here.

As always, we’d love to hear what you think about our new module, the pay-out process, our service in general and if you’ve got any ideas on how we could improve further — feel free to get in touch with us via the usual channels.

Happy fundraising!

The Donr Team


A pile of silver and bronze coins in various currencies

Adding Efficiency to the Bank Details Upload

At Donr, we’re constantly looking to improve so we’ve streamlined the way we take delivery of our Charity Partners’ bank details.

As of today (Thursday June 13th 2019), Donr’s Charity Partners will no longer be required to send required bank details via email. Instead, we’ve rolled out a new module which will allow our Charity Partners’ to provide us with the bank details we need from within their Donr Dashboard.

Only the Account Admin ­– the user who created their charity’s Donr account ­– or users who have been granted specific permission to do so by the Account Admin will be able to upload/alter their Charity Organisation’s registered bank details. To do so, they’ll need to adhere to the following process:

First, the user will need to ensure they have the following information to hand:

1 — Their organisation’s bank account name
2 — Their organisation’s bank account sort code
3 — Their organisation’s bank account number
4 — Their organisation’s name of your bank or building society
5 — Their organisation’s roll number (building societies only)
6 — A copy (in JPG, PNG or PDF format) of a recent bank statement for your organisation’s nominated account with the bank account name, sort code and account number visible.

The user should then log into the Donr Dashboard, click on their name in the top right-hand corner and select from ‘Charity Bank Account’ from the drop-down menu.

Here, they will find instructions on how to provide us with their organisation’s bank details. They’ll need to type in details 1–5 and then upload the copy of their organisation’s bank statement to the Dashboard.

Once they’ve submitted their organisation’s bank details for verification, they’ll see a ‘decision pending’ screen until a decision has been made by Donr as to whether the details pass our verification checks or not.

If the details pass our verification checks, the user will receive notification via email and the details will be uploaded to our secure accounting system, ready to pay out to their organisation, once it starts receiving donations.

If the details do not pass our verification checks, the user will receive a message letting them know what has gone wrong and how they can rectify the situation.

So, there you have it — bank details may not be the most exciting part of the Donr experience, but there’s no denying their importance! We hope that this new module will improve the efficiency of our Charity Partners’ Donr experience but we’re always open to feedback so if you have any ideas for further growth, please let us know via the usual channels.

Happy fundraising!

The Donr Team


The words 'of Gifting' are visible on the page of a textbook while other text is gradually blurred out.

Breaking down the lingo: A simple guide to Gift Aid…

This short guide is here to completely break down the term 'Gift Aid' once and for all; from everything to what it actually is, to whether you qualify for it, to the steps you have to take to claim it. Now, let’s get into it.


What actually is Gift Aid?

The most important aspect to understand is that if you do add Gift Aid to your donation, you can boost the value of your donation by a quarter — at no extra cost to you. So, for every £1 you donate, Gift Aid ensures that another 25p will be given to the charity. This is because Gift Aid is an income tax relief — meaning the charity can reclaim the basic rate of tax already paid on your gift by the donor. It therefore benefits charities massively — Gift Aid tax repayments equalled a whopping £1,280m across the tax year 2016–2017

How do I know if I qualify for Gift Aid?

As it turns out, it really is quite simple — if you’re a UK taxpayer, who pays enough tax, then you’ll qualify for Gift Aid. To know if you pay enough tax, simply ask yourself the following: ‘do I pay UK Income or Capital Gains Tax at a rate equal to the amount of Gift Aid claimed on all of my donations this tax year?’ Sadly, VAT and Council Tax do not meet these criteria.

On to the smaller print: Your donations unfortunately will not qualify for Gift Aid if they’re more than four times the tax you’ve paid in that tax year, and if you stop paying enough tax at any point, you must tell the charity you’re donating to.

Seems straightforward, right? Essentially, the amount you pay in tax determines whether your eligible as a ‘Gift-Aid giver’. However, the conditions surrounding your donation also have their role to play in determining whether a single donation is eligible, too…

When would my donation not qualify?

There are a few stipulations by which your donation wouldn’t qualify for Gift Aid — even if you personally meet the above criteria — but don’t worry, we have you covered. In simple terms, your donation will not qualify for Gift Aid if you’re getting something in return for your finances, or if the money wasn’t yours to give away. If you’ve been charged an entry fee, have bought something, or have been entered into a competition — you can’t claim Gift Aid. Furthermore, if the donation was on behalf of someone else, like a group of people or company, it again cannot be claimed. That’s about it, really.

How do I make a declaration?

The short answer is that it couldn’t be easier. For most online donations, you’ll be given the simple option to tick a box at the end of the donation process. For donations made by cheque (old-school, we know!) you’ll usually need to fill out and return a quick Gift Aid Form, and ensure that the appropriate option is selected. In either circumstance, if any of your key details change (incl. your name, address, your tax status), you’ll need to update your details.


A collection of children's wooden letter blocks with the letters B, D and V visible.

Choosing the Right Text Giving Keyword

According to a recent report from Blackbaud, Generation Zers and Millennials are the UK’s most generous givers — choosing an easy-to-identify, easy-to-spell keyword for them to text-to-donate will help ensure they don’t drop out and their donations don’t fail.

Generation Zers and Millennials donated a whopping £2.7 billion to charitable causes this year. Blackbaud’s report also says that 20% of these people had recently donated via text message. With a fifth of the UK’s most generous donors giving via text, here's how you can maximise the impact of your text giving keyword.

[infographic] Choosing the right text giving keyword

 

Testing our keyword

To test our infographic checklist we tested the keyword DNR18 in Donr HQ.

Here are a couple of the problems we encountered:

We had to use the NATO phonetic alphabet to ensure that we were all typing the same thing (particularly to distinguish between ’N’ and ‘M’). We then found that the letters ‘D’ ’N’ ‘R’ were autocorrecting to ‘Done’ or ‘Don’t, and when we verbally 'promoted' our keyword in the office a couple of members of our team weren't sure if we said, '18' or '81'.

Had this been an actual charity text-to-give keyword, the charity would have been in real danger of missing out on our donations simply because the keyword was difficult to hear and type into our phones without error.

 

The solution

Fortunately, there is an alternative: using our technology, charities can nominate real words to use as their text-to-give keyword. So, for instance, a supporter might text “WATER 5” to a charity looking to provide clean water to a deprived community to contribute £5 to their cause.

Great, right? Words not random letters: harder to mishear, easier to spell and no need to try and remember that D is for Delta and N is for November. Now you just need to think of a word that passes the six points outlined in the infographic above and you’ll find your perfect text-to-give keyword.

 

Ready, steady, fundraise

Once you have your chosen keyword, put it into our system and check that it’s available —  if it's not available on one shortcode (e.g. 70085) try your keyword on one of our other shortcodes. Once you've created your keyword you're good to go!

As always, we're here to help you every step of the way so if you have any questions tweet us, pop us an email or even give us a ring to speak to a real human being.

Happy fundraising,
Team Donr

 

Ps* If you'd like your keyword to collect Gift Aid information read this FAQ, and if you'd like to collect marketing consent read this FAQ


A woman with brown hair speaks into a megaphone decorated with pictures of animals.

How to Get the Most out of Your Text Giving Keyword

So, you’ve signed up for Donr’s Text Giving service, you’ve set up a keyword or two and now you’re turning your attention to getting your supporters to text-to-donate. Here are a few of our ideas…

Text Giving keywords are really useful as a ‘quick ask’ — that is, you’re confident the people you’re asking to donate are already sympathetic to your cause and now they just need a quick way of making their donation.

It’s probably fair to say that, if your charity organises a public event — such as a ball, family fun day or concert — those attending will be open to donating to your organisation. A charity event is a perfect location from which to advertise your Text Giving keyword: hand out leaflets advertising it; put up posters that event attendees will be sure to walk past; get your event’s host to remind attendees to donate.

Speaking of leaflets; how about printing some extra and taking them to the streets? These can help convince those unfamiliar with your charity’s work that your organisation is worthy of their donation. If you’re doing some good, old-fashioned bucket collecting, give leaflets to your volunteers to hand out: members of the public may not have change to drop in the bucket, but a leaflet telling them how to donate without physical cash could still ensure they are able to make their contribution to your cause.

Leaflets too small-fry for you? Go big, then: purchase some billboard space (whether next to the road or on public transport networks) and advertise to commuters. Just imagine it: your charity’s keyword blaring out in foot-high letters, reaching thousands of people every day.

Another option is to take out some advertising online, on TV or on the radio. The beauty of Donr’s Text Giving service is that it allows organisations to list real, ‘from-the-dictionary’ words as their keywords, rather than an arbitrary string of letters and numbers, so there’s less chance of your keyword being misheard over the airwaves or misread when onscreen.

Hopefully, your charity generates a lot of positive press and any articles going out — either in print or online — are a perfect opportunity to ask readers to donate: they read an article about the good work your organisation is doing, and then a sentence at the end reminds them that they can do their bit to help. Perfect.

However you choose to advertise your keyword, please do remember to give your supporters all the information they need. Your advertising must ensure supporters are aware of the cost of their donation (including the fact that they’ll be charged the standard network rate, as well as their donation amount). So, for instance, your donation ask could read something like this: “Text DONR 15 to 70085 to give £15. This text will cost you £15, plus a standard network rate message.”

Got more ideas on how charities can promote their Text Giving keywords? Let us know in the comments below!

Happy fundraising,
The Donr Team


Three women use mobile phones

How to grow your regular giving community using Text Giving

Since our launch last November our text giving service has gone from strength to strength; we’ve updated the dashboard making it easier to navigate, added new Gift Aid options and now all our charity partners can set up recurring donation campaigns that accept an industry high of up to £20 per month.

With over 300 charities — including Place2Be, the East Anglian Air Ambulance and The Heart of England Forest — using the service it’s clear that text giving is still a relevant and valuable revenue stream for the charity sector.

By adding a recurring donation option of up to £20 to Text Giving, we’ve created a regular giving service for the digital generation. Although your longterm direct debit supporters aren’t going anywhere, we believe it’s important to recognise that how we all give to charity is changing, so much so that recent research has shown that 64% of people are not willing to give regularly to charity via direct debit or standing order.

The new dashboard also lets you monitor the success of your campaigns in real-time, which means you can track what your audience is responding to and tweak your messaging whilst your campaign is still in progress to maximise donations.

“Setting up with Donr was really straightforward,” said Vanessa Boyle, Individual Giving Manager at Place2Be — a national children’s charity which boasts HRH, the Duchess of Cambridge, Kate Middleton as its Royal Patron. “We’re really hopeful that the £20 recurring giving amount is something our supporters will take advantage of and expect our donations form Text Giving to continue to grow.”

If you’re new to text giving or simply want to bounce ideas off of someone outside of your team our Digital Strategist is always on hand to support you along the way. But for now, all that’s left for you to do is log in and start exploring.


A smiling Big Issue magazine vendor is approached by two women as he sells the magazine.

Donr helps The Big Issue Foundation launch their Spring Appeal

We’re super-proud to be helping this great nationwide charity continue their fantastic work with thousands of people in personal crisis across the country.

Launching on Monday 1st April 2019, The Big Issue Foundation’s Spring Appeal focuses on the feel-good story of Bill, a former British Army Medic turned Big Issue Vendor, and asks supporters to donate either via Donr’s Text Giving service or by using the online Donr Page set up for the charity by Donr. We’re so pleased to have been able to help such a fantastic charity continue their great work, and we’re very grateful for the positive feedback we’ve received from them.

Bill had been homeless for around a year when he arrived in Bournemouth with his dog, Chloe — this period of time included six months of Bill and Chloe sleeping in a cave and two months of them walking the coast together, sleeping wherever they could find shelter. After his arrival in the south coast town, Bill began selling The Big Issue and was introduced to The Big Issue Foundation — the charity connected to the magazine which assists vendors with personal issues.

Liam, a Service Broker at The Big Issue Foundation, was able to help both Bill and Chloe get the medical attention they each needed and set them on the road to being offered suitable housing. The former military man then began getting involved in voluntary roles with The Big Issue Foundation and other community bodies, as well as improving his CV by undertaking a number of distance learning courses, with the help of the charity.

Despite further issues with his housing, Bill and Chloe are now both living happily in a council flat and, last year, Bill was able to secure a new job as a Brewery Tour Guide at Southbourne Ales — much to the delight of the charity which has given him so much support.

‘Bill’s story is a fantastic example of our charity’s ability to help those in need to achieve really positive outcomes,’ said Rhia Docherty, The Big Issue Foundation’s Individual Giving and Support Services Manager. ‘We’re hopeful it will inspire our supporters to donate to our Spring Appeal to enable us to continue to work with people in personal crisis.

‘We’re really excited to launch our online fundraising page and our new Text Giving service, as part of the campaign. The team at Donr has been excellent — as well as providing first-rate fundraising options, the support side of their service is great too. We’ve worked closely with Alex, Donr’s Digital Strategist, to plan our campaign and their other customer-facing staff members have been on-hand to answer any questions we’ve had.

‘This is also the first time we have been able to accept donation’s via digital wallet services like Apple Pay and Google Pay. Donr’s innovative platform will help us to future-proof donations in the digital age.

‘We were concerned about losing a key revenue stream, when JustGiving announced the closure of JustTextGiving [which took effect from 31st March 2019], but Donr’s Text Giving service is very effective, affordable and easy to use.’

Those interested in helping The Big Issue Foundation help more people like Bill to gain financial independence can text ‘BILL’ followed by a donation amount to 70085 to make a contribution. For instance, texting ‘BILL 3’ to 70085 would donate £3 to The Big Issue Foundation*.

Alternatively, The Big Issue Foundation’s online fundraising page, powered by Donr, is now live at www.donr.com/big-issue-foundation, where supporters can donate via their card, digital wallet service or mobile phone.


*Any whole pound amount from £1 to £20 can be donated via text. Texts cost the donation amount plus one standard network rate message and this money will either be taken from a supporter’s Pay-As-You-Go credit or added to their monthly mobile phone bill.