About Shift. OUR VISION A world where great ideas, people, and organizations have the resources they need to do the most good.

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1 Services List

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3 About Shift OUR VISION A world where great ideas, people, and organizations have the resources they need to do the most good. OUR VALUES Loyalty. Happiness. Honesty. Simplicity. Empathy. Hustle. OUR VIEWS Some of where our work, thoughts and ideas has been featured:

4 About Shift OUR WORK Since starting in July 2015, we ve sent 25+ s and 15+ mailings to help 10+ clients raise over $500,000 total and over $100,000 online (as of January 5, 2016). OUR CLIENTS Some of the clients and organizations we ve worked with and for.

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6 Consulting & Strategy STRATEGIC PLANS Shift will help shape key strategic and financial objectives for a year, campaign or year end Create an annual fundraising plan including recommendations and suggestions based on past results Often includes a fundraising audit (below) to look at data, customer experience and organizational strengths ONGOING CONSULTING An easy starting point to get new ideas, an objective perspective and feedback on current plans and ideas Clients engage with Shift through monthly calls and regular s and chat to ensure they have an expert on-call when they need help FUNDRAISING & DATA AUDIT Shift will audit your organization s fundraising by combining three key sources of information: your past data and results your customer s voice and experience your organization s views and strengths Provide a summary of findings as well as suggestions for future fundraising campaigns, appeals, segments and strategies Can do more focused audits on only specific parts of your fundraising (website, s, direct mail, etc.) as required and needed

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8 Digital Fundraising WEBSITE CONTENT UPDATES & ONGOING SEARCH ENGINE OPTIMIZATION Homepage and donation page updates per fundraising campaign. Provide page updates (e.g.: creating a page to showcase a video or updating the services or about page content, or modifying the donate landing page/checkout). Services include: copywriting, search engine optimization, art direction and graphic design, coding, and posting to the website. Create specialized content for campaigns to live on the website and be utilized for special campaigns. FUNDRAISING PROGRAM Through our preferred service provider, MailChimp, or your selected tool, Shift will deploy solicitations and communications (campaign, timing, and frequency details TBD). Services include: development of campaign and testing strategies, copywriting, art direction and graphic design, coding, message deployment, and monitoring. Shift will provide monthly results reports, net ed records, hard bounce records, and unsubscribe records. CROWDFUNDING CAMPAIGNS Shift will create the overall strategy, marketing, communications, social media and customer support documents needed to run a great crowdfunding campaign Shift can work with most crowdfunding tools but can also advise and help set up or update tools and platforms to maximize chances of success Ensure all donors and supporters are thanked, acknowledged and followed up with

9 Digital Fundraising E-NEWSLETTERS Create an e-newsletter template to be used going forward to highlight your newsletter digitally. Shift will deploy e-newsletters during the contract. Services include: copywriting, art direction and graphic design, coding, message deployment, and monitoring. Shift will also develop website assets to highlight each e-newsletter on worldserve.ca and for use in social media postings. PEER-TO-PEER FUNDRAISING Shift will create the overall strategy, marketing, communications, social media and customer support documents needed to run a great peer to peer campaign Shift will work with your team to help drive fundraiser signups, automate the fundraising set up process and client support Shift can work with most peer to peer fundraising tools but can also advise and help set up or update tools and platforms to maximize chances of success Ensure all donors, fundraisers and participants are thanked, acknowledged and followed up with

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11 Print Fundraising DIRECT MAIL CULTIVATION Shift will provide Direct Mail cultivation letters per year. Strategy and creative direction for direct mail campaigns (including a campaign styleboard). Services include: scheduling, strategy, art direction, copywriting, graphic design, printing, donor data segmentation, and mailing. Segmenting donors and developing custom dollar handle strategies for direct response activity. NEWSLETTERS Shift will deploy newsletters during the contract. Content strategy and guidelines Creative and photography direction Services include: scheduling, strategy, art direction, copywriting, graphic design, printing, donor data segmentation, and mailing. ACQUISITION CAMPAIGNS Shift will provide Acquisition pieces per year. Strategize and coordinate mailing list with acquisition list providers Create mail pieces following the creative direction of each overall campaign Services include: scheduling, strategy, art direction, copywriting, design, printing, mail list selection, and mailing.

12 Print Fundraising THANK YOU LETTERS Shift will design a template for thank you letters and write copy for each direct mail appeal to reflect and acknowledge the campaign donors have supported. Ensure a cohesive voice in each campaign from cultivation to completion. Provide letter digitally for use by the organization. MONTHLY DONOR APPEAL LETTERS Shift will help create a monthly donor program that feels special, exclusive and lets members feel recognized for the special work they are doing. To do this, Shift will create a unique brand and communicate with the monthly donors in a personalized manner. Services include: creating the monthly donor brand and logo, designing and coding a landing page, writing and designing a letter to be sent out to new donors every three months.

13 Print Fundraising ANNUAL REPORTS Shift will help create, design and publish your annual report Aid in the strategy on who to receive a mailed copy, include response devices and how to integrate online Services include: scheduling, strategy, art direction, copywriting, design, printing, mail list selection, and mailing. STEWARDSHIP & WELCOME PACKAGES Shift will create special welcome packages with perks, reports and materials as needed to help increase connection to your cause and improve donor retention rates Work with your team to ensure a proper plan is in place and packages are being sent regularly Services include: scheduling, strategy, art direction, copywriting, design, printing and mail list selection

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15 Awareness & Advertising ONLINE ADVERTISING Shift will manage an annual online advertising budget (inclusive of Google display ads, paid Google AdWords, and Facebook ads). Services include: ongoing budget optimization, ad copywriting and design, and program monitoring. Design and coordinate Google Display Ads and Facebook Ads to coincide with major fundraising campaigns (Thanksgiving, Christmas, etc). GOOGLE GRANT ADWORDS Application for Google AdWords grant if the organization does not currently have one. Management and optimization of the Google AdWords Grant. Build Google AdWords campaigns to correspond with ongoing organizational campaigns. Services include: keyword creation and monitoring, ad copywriting, and program monitoring. Weekly optimization of Google AdWords activity to drive up to 200 people per day to the website. Shift will provide a monthly results report of Google AdWords Grant performance. SOCIAL MEDIA Manage Facebook, Twitter and Instagram relevant to fundraising campaigns. Write posts for immediate implementation. Coordinate updates and posts with the current fundraising campaign. Provide cover images for seasonal fundraising campaigns. Schedule updates to promote sign-ups.

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17 Creative DESIGN Print or digital Create and design from scratch or work from existing templates COPYWRITING Print or digital Create and write from scratch, edit existing copy or work from templates PHOTOGRAPHY/VIDEOGRAPHY Print or digital Capture key images that you need to better tell your story CODING For your website, s or landing pages You provide design mockups and we can code for you

18 Thank You! Brady Josephson shiftcharity.com