Mobile Giving: A MobileActive/NTEN Webinar March 6, 2008

1. Mobile Giving: A MobileActive/NTEN Webinar March 6, 2008

2. Agenda • Welcome and rules of engagement (5 min, Katrin and Anna) • Tony, Mobile Accord • United Way text-to-give campaign and the state of m-giving. (10 min) • Jed, Mobile Commons • Text/voice giving; strategy and lessons learned. (10 min) • Catherine, LiveEarth • Questions to ask, strategic considerations. (10 min • Opening up the conversation (30 min) • Concluding comments/wrap-up (10 min)

3. Mobile Accord Overview • Founded in early 2005, MAI is the industry’s first and leading Mobile Application Service Provider/Cause-Marketing Agency dedicated to assisting nonprofits and corporate cause-marketing clients benefit from the power of mobile technology. • For almost 3 years MAI has worked to open the mobile giving channel in the US and that goal is now a reality! We continue to lead the way by developing innovative technology, educating nonprofits about the power of the mobile channel and encouraging US wireless carriers to embrace a framework for mobile giving.

4. Mobile Giving • Nonprofits in many other countries have been collecting mobile donations via text message for several years and now their American counterparts have the chance to benefit from the power and reach of this vital new fundraising channel. • In the past, wireless carriers have conducted mobile donation campaigns in response to major disasters like Katrina; however, this is the first time the channel will be used for day-to-day fundraising efforts.

5. Nonprofits Certifies NPO Participation 501c3 Manages Industry Standards & Best Practices Facilities Distribution of Funds • Mobile Marketing Services • Cross Carrier Connectivity • Online Campaign Management Tools • Facilities Text Message Delivery • Content Development & Distribution • ECRM Database Integration • Short Code Management • Carrier Approval Process Donors Carriers

6. What is the Mobile Giving Foundation? • The Mobile Giving Foundation (MGF) is a 501C3 responsible for certifying nonprofits wishing to participate in a mobile donation program, distributing funds/donations collected by wireless carriers, managing the wireless industry’s Mobile Giving Standards and Best Practices and insuring compliance with Federal and State Regulations. • As MGF is an integral part of the Mobile Giving Ecosystem your organization will need to fill out an application for approval and sign service agreements with MGF and Mobile Accord.

7. How does my organization receive the funds collected as a result of mobile donations? • The charge is automatically added to the donor’s mobile phone bill and is identified on a separate line item as a donation. • Each donation is collected by the participating wireless carrier when the mobile donor pays their monthly mobile phone bill. • The system processes the donations collected by each carrier (by campaign ID number and keyword) and your organization receives a monthly check directly from the Mobile Giving Foundation representing net proceeds (collected funds minus a $0.50 or 10% per transaction MGF fee).

8. Distribution of Funds From Text Donations End user contribution 100% Wireless Carriers 30 days Mobile Giving Foundation 501c3 60 days 10% Non Profit Org 90 days 90% Net proceeds wired to Nonprofit client in approximately 90 days directly from Mobile Giving Foundation.

9. Mobile Giving Overview

10. Mobile Accord is pleased to announce that we launched the first ever day-to-day mobile donation campaign in the United States with United Way of America and the NFL during Super Bowl on February 3, 2008! • Organization: United Way of America • Keyword: FIT • Short Code: 864833 (UNITED) • Call to Action: Text FIT to 864833to give $5.00.

11. Sample Donation Message Flow Mobile User discovers call to action and sends the text message FIT to 864833 Mobile user then receives a text message asking to confirm the $5 donation by replying with YES.. Mobile User confirms the charge by replying YES and their account is charged. Mobile user receives second message confirming the transaction is complete. 1. 2. 3. 4. Send To: 864833 INBOX: REPLY To 12345 INBOX: Reply with the word YES to confirm your $5 donation to United Way youth fitness. For more info visit: mahlp.cc/uwyf Other charges may Apply. Message: FIT Thanks for your $5 donation to United Way. Donate up to 5 times by sending FIT to 864833. Encourage others to donate. Info reply HELP, Other charges may apply. YES

15. Thank You!Tony Aiello SVP, Mobile Accordtaiello@mobileaccord.com303-531-5505 Jeff Slobotski, Managerjslobotski@uwa.unitedway.org402-884-2311

16. Mobile Fundraising

18. Mobile Fundraising CRM/DATA Connect to Call Center Premium SMS

19. Jed Alpert, CEOMobile Commons86 Chambers StreetSuite 701New York, NY 10007t: 646.321.5677f: 509.351.2289e: jed@mcommons.com

20. What Nonprofits Need to Consider How mobile fundraising relates to your overall mobile campaign/ community objectives Projected ROI - are there comparable programs? Planning for ongoing communication and mobile donor development opportunity to reach new demographics and constituents creating leadership and best practices in a new field

21. Catherine GeanuracosInteractive And Mobile StrategyLive EarthCalder StrategiesYrMomma4Obamacatherine@liveearth.org

22. Katrin VerclasCo-Founder and EditorMobileActive.orgkatrin@mobileactive.org+ 1 413 687 9877MobileActive.org: A global resource for people using mobile phones for social impact.