Best Practices by Experiment Type
Best practices across various revenue generation project types from our Vote Your Voice cohorts
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Clear Strategy and Planning
Successful experiments begin with clear strategies and thorough planning. Organizations that achieved the best results demonstrated several key elements:
Clear & Well Defined Hypothesis
Successful experiments begin with a well-defined hypothesis and specific, measurable goals. Vot-ER's experiment had a clear hypothesis: investing $95,000 would generate 10% of their annual budget ($240,000) through a combination of small-dollar donations and event-based fundraising.
Similarly, GALEO developed a hypothesis that survey participants could be converted into donors through a strategic conversion funnel.
Realistic Timelines
Organizations that built structured implementation plans with specific milestones were better positioned to adapt when challenges arose. AAAJ-Atlanta created a comprehensive roadmap with clear milestones for their individual giving campaign.
Measurable Goals
The Ordinary People Society set specific targets: recruiting 10 formerly incarcerated donors and raising $36,000. They exceeded both goals, securing 26 donors from this demographic and raising $63,913.
Resource Allocation
Harriet Tubman Freedom Fighters strategically allocated 60% of their grant to establishing infrastructure through the Atlas Center for Nonprofits before launching fundraising initiatives.
Dedicated Staffing and Capacity
Nearly every case study emphasized the critical importance of dedicated staff capacity:
Specialized Roles
Engage Miami hired a Development Director specifically to lead their fundraising initiatives.
External Expertise
GALEO partnered with specialized consulting firms when internal capacity was insufficient.
Training Investment
One Voice provided comprehensive fundraising training to 13 NAACP branches, equipping them with both mindset shifts and practical skills.
Leadership Commitment
Organizations where leadership actively participated in fundraising saw better results. Personal appeals from Vot-ER's leadership proved to be their most effective fundraising method.
Robust Technical Infrastructure
Successful revenue generation requires appropriate technical systems:
CRM Implementation
TOPS invested in Givebutter CRM to manage their community-based small donor program effectively.
Integrated Systems
Asian Americans Advancing Justice-Atlanta achieved a 154% year-over-year increase in revenue by connecting their CRM with email marketing and payment processing tools.
Data Management
Poder Latinx spent significant time setting up and integrating ActBlue and EveryAction, cleaning their data and creating segments to better target potential donors.
Simplified Technology
United Women of Color streamlined their technology stack from 8-10 systems to 4 key platforms, reducing administrative burden and improving efficiency.
Multi-Channel Approach
The most successful experiments employed multiple, coordinated channels:
Digital and In-Person Integration
Engage Miami hired a Development Director specifically to lead their fundraising initiatives.
Email Marketing
GALEO implemented specialized Giving Tuesday email sequences with morning, afternoon, and evening sends to maximize response rates.
Events
Engage Miami achieved an 87% donor conversion rate at their gallery event by creating an engaging environment that naturally led to giving.
Personal Outreach
Southern Echo equipped board members with individual fundraising goals and provided tools for personal solicitation.
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