December

Last Minute Strategic Year-End Email Appeal Tips

DecemberStudies show one-fourth of all charitable giving happens in December. For some organizations (maybe yours?), it’s as much as one-third. Year-end fundraising is not chopped chicken liver!

While you absolutely should be using multiple fundraising channels to get best results, right now whatever you’ve got planned for offline is pretty much cooked. So your best bet for boosting year-end results is digital.

What do you have planned online between now and December 31st?

The 2024 M+R Benchmarks Study found nonprofits raise anywhere from 17% to 34% of their online revenue in December, depending on their cause. For well over a decade, the last week of the year – and particularly the last day of the year– have been huge for online fundraising.

To boost your year-end fundraising success, you need to craft an email offer your donor can’t refuse.

4 Top Strategies to Clearly Convey Your Offer 

If you’ve not yet planned your campaign, start here — and now. If you’re ready to go, take a moment to check your plan against these tips. In a nutshell, you need three things for any effective fundraising offer:

  1. Specific problem you’re addressing — made real and relevant to the prospective donor.
  2. Specific solution you’re proposing to address the problem – with your donor’s help.
  3. Specific ask showing how the donor can help– the distinct purpose and amount of the gift you’re requesting, tied to what it will accomplish.

It’s really that simple, but let’s get a little more into the weeds so you’ve a better idea how to execute these three offer components.

1. Describe the problem.

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Sign: Amplify Your Voice

Digital Fundraising Revolution: Annual Benchmarks Study; Trending Behaviors

Sign: Amplify Your VoiceYou’ve no doubt become familiar by now with the term “digital revolution.” It’s something that’s been dawning on us, slowly but surely, over the past few decades, and particularly in the past ten years with the advent of social media. How far has your nonprofit come? Far enough?

It’s hard to believe, but a mere ten years ago so few nonprofits had jumped on the digital bandwagon I began blogging about it. I even wrote monthly for a national social media blog, becoming their guest nonprofit expert. It makes me chuckle now, because use of technology is by no means my sweet spot.  But I was just so troubled by the elephant in the room too few nonprofits were naming.

Today, most nonprofits have a digital strategy. Some are even going so far as to discontinue direct mail entirely. I don’t recommend this; still, it’s testimony to how far we’ve come in a short period.

NOTE: I find abandoning direct mail a bit extreme and precipitous. A classic “leaving money on the table” rookie mistake. Merely substituting an online for an offline channel ignores today’s reality. What’s that? It’s a multichannel world. Sure, it’s more work than in the past. Where you used to just have to communicate in one space, now you must show up in many. Yet there’s good news: layering your strategies can result in richer engagement than before, because you’re meeting folks where they are and reaching people you’d never have before reached. And donors cross channels! The lion’s share of philanthropy still comes from direct mail, but things are evolving. Online giving may be precipitated by offline fundraising strategies. Even if you engage in direct mail, you need to consider the convenience of your prospects and donors. What makes giving easy, convenient and likely for them? Simply sticking to online fundraising may narrow your chances for success. Did you know average email lifespan is 17 seconds vs. direct mail’s average of 17 days?  Also, did you know 31% of offline-only first-time donors are retained for over a year, versus 25% of online-only first-time donors? So you’re going to want to hedge your bets and not just fundraise in one place.

Okay, back to the revolution.

Nothing accelerated the transformation to digital like the past year.

Is your digital adoption of a transformational nature? Has it fundamentally altered how you do business? We’re at a transformation tipping point, and transformation doesn’t move backwards.

Going digital is now an in-your-face proposition that can’t be ignored.

I’m about to share some data with you to demonstrate how online engagement and revenue grew in 2020. But first I want to share some broad perspective strategic thinking on the subject.

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2 different frames

Use Behavioral Science to Positively Frame Year-End Philanthropy

Are you framing your ask as an “annual appeal” or as “we only ask once a year?”

It matters, because people will account for how much they spend on usual annual giving differently than how much they’ll spend for exceptional, one-time occurrences.

A growing body of research in psychology and behavioral economics shows how you frame your ask can have a big difference in your fundraising results. Much of this has to do with how people mentally account for consumer ‘purchases’  — including charitable giving.

Researchers have found people don’t treat their money, time, effort or other resources as if they have one big pool of it. Rather, people have separate mental accounts.

When we spend resources we keep track of each expenditure based on the mental account it came from.

This has significant fundraising implications, so it’s important to delve further into this mental accounting principle. Especially this year, when you can legitimately frame your work as a response to exceptional times.

Leave a commentAnnual Giving

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How to Help Donors Give Astutely Before Year-End

I’ve written about some of the new charitable deduction opportunities included in the Coronavirus Aid, Relief, and Economic Security (CARES) Act signed on March 27, 2020 before. But a recent post shared by Greg Warner of Market Smart — Dr. Russell James’ tips to help donors give wisely before this year ends — plus a recent conversation with a financial advisor, reminded me it’s a very good time to share with you again.

You see, there are several things that will impact donor deductions – THIS YEAR ONLY. It’s good for you to be aware of these as a fundraiser, because making your supporters mindful of these opportunities may lead to them making more, and larger, gifts to your organization.

Of course, you’re not in the business of offering legal, tax or financial advice.  And it’s easier to tell yourself donors’ own advisors will likely tell them about these new provisions. And that “this isn’t really your responsibility.” Yet…

Not all of your donors have their own accountants or financial advisors.

And not all tax advisors are up to snuff, especially when it comes to charitable deductions. Do you want to risk not receiving generous gifts you could have otherwise received, just because you’re too lazy to share this useful information?

The Genuine Job of the Philanthropy Facilitator

Sorry about using that “L” word, but too many fundraisers (IMHO) don’t 100% understand their job as a philanthropy facilitator. Do you?

Your job is to do everything within your power to make giving easy, joyful and meaningful for your supporters. Everything. Doing everything means

Leave a commentAnnual Giving

Painting of baby in fetal position

Last-Minute Strategies to Boost Year-End Fundraising

Do you have that year-end feeling? You know, the one many fundraisers get around this time of year?

Kind of frenetic? Anxious? Stressed?

You’re not alone.

The average nonprofit receives 30% of all donations in December. And 12% arrive in the last three days of the year!  So, yeah, it’s really busy.  And a lot is on the line.

I was talking with one of my clients, who apologized for acting so frantic and rushed.  She said:

“Do you remember having that feeling? Did you get it when you used to work in the trenches? That worry that maybe you won’t hit your numbers? That people won’t give as much as they gave last year? That some of your major donors won’t renew. That maybe you’re not sending enough emails? That you’ll wake up on January 1st and be in BIG trouble?”

Oh, yeah. That feeling…

Of course I’ve felt it!  But over the years I’ve learned a few tricks to help overcome that feeling.

1 CommentAnnual Giving

Clairity Click-it: Bounty of Free Nonprofit Resources for Year-End

Friday is Veteran’s Day in the U.S., so let’s give gratitude to all those who served and serve so that others will have better lives.

That counts you in too (Big time IMHO) – so here are links to articles you may find helpful whether you’re a veteran fundraiser/nonprofit marketer or a newbie. I’m emphasizing strategies to help you with this critical year-end time of year, when folks do their most significant giving.

Plus, as usual, you’ll find plenty of free resources – downloadable templates, webinars, cheat sheets, and more.

Thanks for doing the important work that you do. It gives me great comfort in these turbulent times to know you are there. Helping. Listening. Opening yourself to understanding. Holding people accountable. Restoring faith. Extending kindness. Kicking butt when you have to. Being the very best you can be, and the best of what humankind has to offer.

Leave a commentannual appeal, Clairity Click-it, major gifts, marketing, Retention, social media

Clairity Click-it Long Week-End: Bounty of Free Nonprofit Resources

Welcome back from summer – at least for my North of the Equator friends.  I hope you had the opportunity to read through some of the resources I offered up in my Summer Click-it Extravaganza.  If not, there’s still time over this long week-end.

Now it’s time to get serious about end-of-calendar-year fundraising.  It’s when folks are most generous, and you don’t want to miss out.  So while I’ve continued to offer links to articles and resources aligned with my top “Dive the Five” fundraising fundamentals for 2016, and beyond, I’ve also included practical, basic stuff that falls a bit outside these categories.  It’s all good stuff and, as usual, plenty of free resources too.

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Not Your Usual Year-End Nonprofit Donation Issues

Not_Your_Usual_Year-End_Donation_IssuesI doubt you’re worrying your pretty little heads about this stuff, but you should be.

Because year-end giving is simply too fraught with angst — and it needn’t be that way!

Giving to your nonprofit should be a joyful experience for your donors – before, during and after the transaction.

Not an anxious period of wondering whether their credit card transaction is secure, whether their gift went into a black hole or whether you’ll use it as they intended.

And guess what else?

Receiving donations should be a joyous occasion for you too.

Not an unmitigated nightmare of receiving credit card numbers that don’t work, worrying about how already busy staff can possibly process all your year-end donations and, for that matter, do so in a timely, professional and personal manner.

So give yourself and your donors a break.

How to do this? 

Leave a commentAnnual Giving

Clairity Click-it: Year-End Tips; Marketing; Social Media; Holiday Gifts

Today I’ve got an eclectic mix for you from both fundraising and marketing blogs. Everything is applicable to nonprofits, and lots of the advice is stuff you can use right away to increase your fundraising success. Then there’s stuff to help you plan for even greater success next year. Woohoo! Let’s begin with the stuff you need the most now… Oh, and did I mention there are presents at the end?

Leave a commentClairity Click-it

Clairity Click-it: Special Announcement! Plus Content Marketing; Social Media; Year-End Fundraising & Weekly Gift

First a Clairity Click-it announcement: I’m deeply honored, humbled and proud that I made the Top 100, and Maximize Social Business (for whom I write a monthly column on social media for nonprofits) made the Top 50, of the Top Content Marketing Influencers on . If you’re not familiar with Maximize Social Business and its founder,…

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Labor Day Week-end Clairity Click-it: Planning/Calendaring, Development Director Mistakes, Time Management, Writing, Psychology, Gratitude

First, some words:

  1. Time to say thank you for your labors.  And thank you for reading Clairification. Your work inspires me and truly creates a more caring community and better, more humane world. Your readership makes my days, months and year. Truly, I appreciate you. Please… rest, reflect and recharge this week-end. You deserve it!
  2.  Last chance to get your highest ROI fundraising management tool (see below). Yes, I’m charging a bit. But not too much (especially given the fact my prodigal son has returned and is eating me out of house and  home!), and way less than what you’ll get out of it. I promise. Guaranteed.

Now… on to this week’s great links…

Leave a commentClairity Click-it

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How to Take Charge of Your Fundraising Events so they’re Worth the Effort: Converting Attendees into Ongoing Donors

Before you hold your next fundraising event, ask yourself one simple question: WHY?

Take a minute, right now, to jot down all the things you’d like to happen by virtue of you having held your event.

I’ll wait.

Seriously, do it. Jot.

I’m waiting.

Okay, there are a few of you who don’t yet have pencils and paper in front of you. Yes, I can see you.  Remember ‘Miss Nancy’ from Romper Room? [I know; I’m dating myself on this one].

Now, let me guess what you’re writing (and/or thinking).

Leave a commentAnnual Giving

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Brand Spanking New: The changing meaning of ‘mark’ in marketing, ‘relationship’ in CRM and ‘social’ in branding and business

Branding used to connote something done with a hot iron to mark ownership of a steer.  If there was a relationship quality to this it was only in the fact of being an owner of the thing possessed. It was certainly not about building a relationship, or any important social bonds, with your livestock. In…

12 CommentsContent Marketing

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The Meaning of Philanthropy, Not Fundraising – Part 1

PurpleFlowersJapaneseBridge

Get on the Pathway to Passionate Philanthropy, Not Forgettable Fundraising

 

Philanthropy is a mindset. An embracing culture. A noble value.

Fundraising is a means towards that end. Servant to philanthropy.

Philanthropy, not fundraising.

This has been the tagline for my business and blog since I began Clairification in 2011. It grew naturally out of my experiences working as a frontline development director for 30 years. I’ve always insisted that no single person could possibly receive credit for a donation.  “Donors don’t give because of development staff,” I’d tell program staff.  “They give because of the great work you do!”

Sustainable fundraising takes a village.

In fact, in my practice I went so far as to develop a point system for major gifts moves management (you can learn about it here) that ascribed many more points for a donor meeting with a program director than one with a development staffer.  I wanted to show program staff how much they counted!

Everyone counts.

This is exactly the premise of the groudbreaking report commissioned in 2016 by the Evelyn & Walter Haas, Jr. Fund, “Beyond Fundraising: What Does it Mean to Build a Culture of Philanthropy?.” It was one of three reports centering on confronting chronic fundraising challenges, and showcased the paramount importance of building an organization-wide philanthropy culture as a paradigm for the 21st century. When the report came out, here’s what I said:

1 CommentCulture & Values

Rodin's The Thinker

Want to Recharge Your Personal and Nonprofit’s Life? Borrow Wisdom.

 

Today I want to pique your interest in taking some time to reflect and truly consider what you’re doing and how you do it.

It’s easy to get stuck, literally and figuratively.

Stuck at your desk. Stuck doing what you’ve always done. Stuck in patterns without considering whether they still makes sense.  Stuck using ingrained habits and skills that once worked, but don’t work so well anymore. Stuck working in places that drain your energy. Stuck working for causes that don’t ignite your passions.

How do you break out?

Sometimes I look to thinkers from other disciplines to help me think outside the box. To pull me away from the routine. The ‘just going along to get along.’ The following, rather than leading. The ordinary, rather than extraordinary.

Leave a commentStrategy & Management

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Are You Leading Your Nonprofit Backwards?

More than ever before nonprofit leaders must lead from vision, not mission.

Why?  The world is moving really, really fast.  Blame it on the digital revolution if you wish.  But why waste time laying blame?  It is what it is.  Instead, get into the 21st century. Now.

The present (what you’re doing) is nothing more than a springboard to the future.

Never lose sight of the change you’re endeavoring to bring about. That’s what folks want to invest in. Positive, transformative change.

Nonprofits have tended to forget their visions in order to justify continued existence.

Sometimes founders and other leaders become too wedded to the status quo.  They can’t let their babies grow up. This is wrong. Nonprofits are founded to meet needs and resolve problems.  Needs change.  Problems get resolved (or they should).  Nonprofits should strive to go out of business, or

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man thinking

3 Content, Online and Social Media Venues for Every Nonprofit

Nonprofit fundraising and marketing is very different today than when I began. Yet not every nonprofit I encounter seems to have received the message.

That’s why I’m writing.  Because the road to success has changed more in the past five years than the preceding 50.

Why?

It’s been called a “digital revolution,” a “disruptive” force and the “end of business as usual.”

“Outbound marketing” has been proclaimed dead, making way for “inbound marketing.”

The world is networked digitally in a way that was, until recently, unimaginable to most of us.

So… what does this mean for nonprofits? Especially for small to medium-sized nonprofits who don’t have staff with titles like “Online Fundraising Coordinator,” “Digital Communications Associate,” “Social Media Specialist” or “Digital Philanthropy Manager.”

How can you compete to raise awareness and support among your likely constituents?

4 CommentsOnline Fundraising

Donate Online

Why Aren’t You Doing More Online Fundraising?

You really must! Because the world in which we fundraise is changing rapidly.

Keeping up is challenging.

Yet that’s not a good reason to pretend that time has stopped. I’m not suggesting you neglect the tried-and-true fundamentals, of course (direct mail, telephone, events, face-to-face).

You need them! And they still work. But you’ve got to leverage them with today’s tools, within the context of today’s marketplace.

This is your time. This is our time. But, these times are different and what comes next is difficult to grasp. How people communicate. How people learn and share. How people make decisions. Everything is different now. Think about this…you’re reading this article because it was sent to you via email. Yet more people spend their online time in social networks than they do in email…Technologies such as social, mobile, virtual, augmented, et al compel us adapt our story and value proposition and extend our reach to be part of communities we don’t realize exist.

The people who will keep you in business or running tomorrow are the very people you’re not reaching today. Before you continue to read on, allow me to clarify my point of view. My inspiration for writing this is to help you augment, not necessarily replace, the programs you’re running today. We must still reach those whom matter to us in the ways they prefer to be engaged. .

— Brian Solis, The End of Business as Usual

5 CommentsOnline Fundraising

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The Meaning of Philanthropy, Not Fundraising – Part 1

Philanthropy is a mindset. An embracing culture. A noble value.

Fundraising is a means towards that end. Servant to philanthropy.

Philanthropy, not fundraising.

This has been the tagline for my business and blog since I began Clairification in 2011. It grew naturally out of my experiences working as a frontline development director for 30 years. I’ve always insisted that no single person could possibly receive credit for a donation.  “Donors don’t give because of development staff,” I’d tell program staff.  “They give because of the great work you do!”

8 CommentsCulture & Values

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Are You Leading Your Nonprofit Backwards? How to Change

Philanthropy, Not Fundraising

More than ever before nonprofit leaders must lead from vision, not mission.  Why?  The world is moving really, really fast.  Blame it on the digital revolution if you wish.  But why waste time laying blame?  It is what it is.  Instead, get into the 21st century. Now.

The present (what you’re doing) is nothing more than a springboard to the future (the change you’re endeavoring to bring about). That’s what folks want to invest in. Positive change.

Nonprofits have tended to forget their visions in order to justify continued existence.  Sometimes founders and other leaders become too wedded to the status quo.  They can’t let their babies grow up. 

5 CommentsStrategy & Management

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For Whom the Bell Tolls: Major Gifts Officers Will Lose Their Jobs in 2 Years

Unless… they reinvent themselves.

I know this sounds harsh. But check out Seth Godin’s Tried and false where he bluntly tells the truth about the tried and true: “In times of change… most of the tried is in fact, false. False because what used to work, doesn’t, at least not any longer.”

You may have been the best major gift officer on the planet five years ago.  But that was then. This is now. The buying/giving market has fundamentally changed. And, yes, the culprit is the digital revolution. That’s how revolutions work. It’s truly the end of business as usual.

2 CommentsMajor & Legacy Gifts

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6 Things Matchmakers Can Teach Fundraisers in an Era of Digital Darwinism

Philanthropy; Not Fundraising

In many ways, what’s new is old and what’s old is new.  I read a lot of Brian Solis who speaks persuasively about The End of Business as Usual in an era where technology is advancing more rapidly than our ability to adapt. Yet we must adapt, or die. How do we do this, and what does this mean for fundraisers? I found food for thought in Solis’ recent article, The 9 Laws of Affinity in an Era of Digital Darwinism.

Rapid change can be dizzying. Ground yourself by remembering that though technology has changed, people have not. We have the same drives… needs… yearnings as prehistoric tribes.  It’s not just about survival. Darwin wrote about survival of the most empathic. We long for connection and meaning. In other words, it’s not just about the “fittest” but about the “fitting.”  Philanthropy provides that “fit opportunity” in spades (or, more aptly, in hearts).

6 CommentsDonor Retention

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To Sell is Human; To Give, Divine – Why We’re All in Fundraising Now

Philanthropy; Not Fundraising

I recently attended an inspiring talk by Daniel Pink, author of To Sell Is Human, and found myself furiously taking notes.  Next thing you know I was impulsively buying the book (autographed, of course)! Do I have buyer’s remorse? Absolutely not. Zero. Zilch. Nada. Everything he has to say is so directly applicable to fundraising and the nonprofit sector that [IMHO] it’s a ‘must read’ for those of us in the philanthropy business. Here’s why:

We erroneously think “selling” is bad.   In fact, it’s probably even more of a taboo word in nonprofits than the word “fundraising.” People just don’t like it. Pink did an experiment where he asked people to give him the first word that came to their minds when they thought of “sales/selling.”  They answered with such words as:

14 CommentsCulture & Values

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The Winter of our DisCONTENT: Why, even with a content plan, marketing feels so cold to much of our audience

We’re leaving too much of our audience cold, despite the fact that we now have content plans. Brian Solis of the Altimeter Group  bloggedon a new report released by his colleague, Rebecca Lieb, “Content: The New Marketing Equation Why Organizations Must Rebalance.” A principle take-away is that, while we’ve been conscious about creating what…

Leave a commentContent Marketing

Food bank giving

The True Meaning of Giving Tuesday

Food bank givingThis year Giving Tuesday is December 2nd. So, soon.

If you’ve not done so already, now is a good time to think about whether or not you want to jump on the bandwagon and, if so, how. There is more than one way to slice this particular piece of pie. And, really, that’s what Giving Tuesday is – just one piece of your total annual fundraising strategy.

You don’t want to blow it out of proportion. But you probably don’t want to ignore it. Rather, plan ahead to put it into a context where it will complement your other year-end communications and fundraising strategies.

Let’s take a closer look.

What is Giving Tuesday?

I confess I’ve been a bit of an apologist for the “holiday.” I like to turn the tables by actually giving to donors, rather than asking them to give yet one more time during this busiest fundraising time of the year.

Plus, I often say if you want gifts, you must give them. What better time to do so than on giving Tuesday?

Of course, asking can also be a form of giving. So, I love appeals on this date that give people the option of giving money or supporting you in other ways (e.g., volunteering; in-kind donating; advocating, etc.).

It’s all philanthropy (aka “love of humanity”).

Key: Approach GT Strategy with a Giving Spirit

Leave a commentAnnual Giving

Top Reasons Your Nonprofit Should Actively Promote Stock Gifts

Wall Street signDoes your nonprofit promote stock gifts?  You should!

A groundbreaking study by Dr. Russell James J.D., Ph.D., CFP®, professor in the Department of Personal Financial Planning at Texas Tech University, found nonprofits that consistently received gifts of appreciated stocks grew their contributions six times faster than those receiving only cash.

This is HUGE.

If you learn to ask for gifts from appreciated assets you’ll get more generous gifts. The study shows:

  • Received only cash gifts = 11% growth.
  • Received any kind of non-cash gift = 50% growth. Included gifts of personal and real property and deferred gifts.
  • Received securities non-cash gifts = 66% growth. Massive difference from just this one strategy!

You Don’t Have to Get Fancy

The most productive strategy is simply to accept gifts of stock.

But it’s up to you to offer up this giving framework to your supporters. 

Otherwise, they’re apt not to see this as an opportunity.

And speaking of ‘framing,’ this can establish a persuasive reference point for would-be donors. Researchers have found people don’t treat all their money as if they have one big pool of it.

Leave a commentAnnual Giving

Greek woman wearing laurel wreath

From ‘Resting on Laurels’ to Leading with Vision: A Nonprofit Guide to Moving On

Are you planning to do, more or less, the same thing you did last year for your year-end annual fundraising push?

I mean things like:

  • Recycling the same appeal letter
  • Mailing to the same list
  • Failing to segment your list
  • Failing to clean up addresses and de-dupe your list
  • Using the same donation landing page
  • Mailing only one appeal letter
  • Sending only one or two emails
  • Failing to link to your appeal on social media
  • Failing to ask your influencers to share with their peers
  • Failing to actively encourage recurring gifts
  • Failing to suggest specific ask amounts
  • Failing to ask major donor prospects in person
  • Failing to plan ahead to send a prompt, personal thank you
  • Failing to have a donor love & loyalty plan in place to retain your supporters
  • … the list goes on!

I was moved to write this article after attending an excellent local production of Stephen Sondheim’s “Sunday in the Park with George.”  I found it surprisingly moving, especially the final musical number: “Move on.” And, being me, I was able to relate it to something I find all too common in nonprofit work.

It’s something insidious. Something that kills innovation and inexorably drains spirits.

It’s almost a disease.

Leave a commentAnnual Giving, Strategy & Management

Rocks, balancing.

Balancing Trick: You. Donor. Nonprofit.

Rocks, balancing.When the world feels wildly out of whack, it’s time to figure out how to bring things back into some semblance of balance.

Today I share a proven 1-2-3 formula for nonprofit fundraising success — even when the ground underneath feels shaky.

This is a time when keeping one’s balance is quite a challenge. But, if you use this formula, you can steady yourself, right your organizational ship, and bring meaning, purpose and joy to others in your community who share your values.

What I’m about to share is obvious. I know you know it. But… do you do it?

Just in case you need a little reminder.

  1. The first step is essential for success in anything.
  2. The second step is essential for success in any consumer-facing business.
  3. The third step is essential for success in reaching any fundraising goal.

Begin with Centering Actions: For Yourself, Others and Your Mission.

I’m talking about balancing self-love with donor-love with mission-love.

You’re no doubt familiar with the adage “You can’t help others unless you first take care of yourself.”

This is a truism you should carry with you throughout your life, and not just when the oxygen masks come down on an airplane. It’s never been truer than in the times in which we’re currently living, when there are new things about which to worry seemingly daily.

How do you lead the way forward, helping yourself and others navigate through the tough times?

I’d like to suggest you heed this 3-Step Formula to nonprofit fundraising success.

Leave a commentStrategy & Management

puzzle pieces

Because They Care—Invite Donor Feedback to Deepen Your Relationship

puzzle pieces

You’ve got your work cut out for you.

How will you connect with donors in a manner that deepens their connection with you? How will you match their passions and values to the passions and values you enact?

You can’t — unless you explicitly ask donors for their feedback.

You do this with friends, family, co-workers, and neighbors, don’t you? “What do you think?” “Which color looks better?” “Paper or plastic?” “Italian or Thai?”

Guessing about what floats your donor’s boat is as bad as guessing whether your family prefers Italian or Thai food for dinner. It’s a recipe for disaster. Or at least for satisfying exactly no one.

There’s a better way.

Show Donors They Matter: Use Surveys to Listen, Learn, and Deepen Connection

I get lots of questions about what to include in donor surveys.  But that’s the wrong place to begin.

First you must have clarity on why you’re sending the survey.

You can’t bring top value to your donor survey unless you’re specific about what value you want to receive and deliver. The great thing about donor surveys is they’re a genuine “twofer.”

  1. One is for you –useful information you will act on.
  2. One is for your donor —a way to usefully participate, other than giving money, and feel a part of a community of like-minded folks.

Donor surveys are an opportunity for a value-for-value exchange.

This is, after all, at the heart of all successful fundraising and marketing. The donor gives something of value (usually time and/or money) and you return something of value (usually an intangible “feel good;” a sense of meaning, purpose and connection). Donors are focused on value; you need to focus there too. But it’s tricky to do this unles you endeavor to get inside your donor’s head and find out how their values match those your organization enacts.

Never do something merely to check the task off your ‘to-do’ list.

If you’ve had “do a survey” on your back burner for a while, now’s the time to move it to the forefront and give it a closer and more purposeful look. Ask the “Why are we doing this?” question. What pieces of your particular donor puzzle are you looking to uncover? Begin with asking: How will I know this survey was successful?

Leave a commentDonor Retention

Large piece of lemon meringue pie

Act Fast, Raise Big: The Skills You Need to Win Major Donors Today

Large piece of lemon meringue pieShifting politics are creating economic uncertainty for all, and it’s especially scary for U.S. nonprofits who, on average, receive about a third of their total funding from Federal grants. This means nonprofits today need to shift emphasis (and budget) toward individual donor engagement strategies. Giving USA reports 75% of all giving (lifetime + bequests) came from individuals last year.

Major individual donors are, by far, the largest slice of today’s philanthropy pie.

If I had to tell you what you need to do to succeed with major gift fundraising in one sentence it would be this:

Identify major donor prospects… qualify them so you know they want to build a deeper relationship with you… cultivate them… visit with them… listen to them… reflect back to them what you heard… ask them for something specific that resonates with their passions… steward their gift and communicate in an ongoing way to make them feel like the hero they are!

Whew – that was a mouthful!

But don’t worry. It’s definitely not rocket science. A shorter way to say this is:

Meet with donors. Listen to donors. Ask donors. Thank donors.

See — it’s simple!

It’s just good old hard work. Satisfying and rewarding work. And it’s a type of work anyone can learn to do.

If you want to learn, please sign up for an upcoming cohort of the Certification Course for Major Gift Fundraisers. [NOTE: If you sign up within one month before it begins, you’ll get a nice discount.]  It may be the most important investment you make all year. Just one major gift will more than cover the cost].

Over my 40 years in fundraising, 30 of them working in the trenches as a director of development for organizations with budgets ranging from $1 – $40 million, I have asked for a lot of major gifts.  I know what works, and what doesn’t work. Today I want to give you:

(1) some of my best words of wisdom, and also

(2) answers to some of the questions folks frequently ask me .

I hope these tips will help you tweak your mindset and invigorate your systems so you can be more successful fundraising in the coming year!

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scrabble tiles: fake news

Totally FAKE Nonprofit News: 6 Fundraising Untruths

scrabble tiles: fake newsThere’s a lot about fundraising folks take for granted. And not in a good way. Because… much of it is untrue!

In fact, if you, your executive director, your board members or anyone else where you work subscribes to these fictions you’ll be in for a lot of pain and suffering. You won’t raise near the money you could otherwise raise. And you won’t enjoy your work.

But there’s a fix!

In the past I’ve written about certain self-evident fundraising truths. Truths you want to hold close to become a fruitful philanthropy facilitator.  The problem? These tenets I call truths are too often not apparent at all.

Why?

A disinformation campaign is unconsciously being waged by leaders who:

  • Don’t understand how fundraising works.
  • Don’t understand pre-conditions must be in place in order for fundraising to flourish.
  • Don’t want to understand because then they’d have to step up to the plate and do things that make them feel uncomfortable.

Oh, dear. Guess what?

Like anything else worth doing, fundraising must be done well to succeed.

You get out of it what you put into it. That’s the unvarnished truth —  the truth that shall set you free!

Sadly, if you believe any of the following untruths, your fundraising program is in jeopardy. And so is your mission. Let’s break these down.

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fruit in basket

Who Makes A Good Nonprofit Legacy Donor Prospect?

fruit in basketLegacy gifts don’t fall from the sky.

Legacy donors aren’t delivered by storks.

You won’t find them hiding behind cabbage leaves.

You’ll mostly find them living in your donor database, volunteer roster, alumni mailing list, membership roll, client files, service purchasers, and anyplace else folks connect with you and have a positive affiliation. An affiliation with you.

You see, the mere fact someone is wealthy does not make them a legacy giving prospect. And the fact they’re wealthy and philanthropically inclined does not make them a legacy giving prospect for your charity.

The biggest indicator someone is a good legacy giving prospect for your organization is their affinity and loyalty. Generally this is demonstrated through affiliation (how they are connected to you) and behavior (what they do with you).

Of course, someone who simply shares the values your organization enacts can also be a viable legacy giving prospect. But they’re not likely to make a bequest or other type of legacy gift unless you first develop their affinity and loyalty — to your charity.  So, let’s begin with the fruit already picked and in your donor basket.  We can look at the low-hanging fruit later. I do not recommend investing a lot of resources going after the fruit you’re hoping will just fall from the sky (though a little couldn’t hurt).

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Coping in Trying Times: Empathy + Innovation are Essential Nonprofit Philanthropic Strategies

How will you and your nonprofit make it through these trying times? Two words: EMPATHY. INNOVATION. These are the two qualities most needed in today’s topsy-turvy world. And they’re by far the best way to connect meaningfully with your constituents. I’d like you to think of them as your newly essential fundraising and communication strategies.…

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Promise to share

Major Donor Conversations: Promise Contrary to Pitch

Promise to shareToday I want to talk about the heart of successful major gift fundraising.

It’s about reframing what you may think of as a “pitch” into what your donor would like to consider a “promise.”

The pitch is one way.

A monologue you deliver about everything you know about your organization. Usually it’s about how great it is, how pressing the need is, how you know the donor cares about your mission… and, then, you drop a bomb into your donor’s lap with a big-ass ask they didn’t quite anticipate. This often leaves them feeling they didn’t get a chance to get a word in edgewise and/or they’ll be a ‘bad’ person if they don’t respond as you suggest.

The promise is two-way.

The donor promises to make a gift to accomplish something near and dear to their heart; you promise to put that gift to work effectively. You fulfill on that promise through prompt acknowledgement and by reporting back to the donor on specifically what their philanthropy accomplished.

The difference between these approaches is the difference between success and failure, especially over time.

For donors to give at their most passionate level, and to stick with you over time, they have to:

  • see and feel the promise;
  • believe and trust in you, and
  • feel good about their giving.

Promises feel good; coercion and guilt don’t.

If people gave because they felt coerced or guilted by your perceived sales pitch, they aren’t likely to want to do this again. Promises, and fulfillment of promises, build relationships. When you make giving transactional, you fail to build a relationship. Ultimately, these donors will evaporate.

Which brings us to the heart of effective, two-way, donor-centered major gift fundraising.

THE CONVERSATION

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Giant gummy bear

The Huge Mid-Level Fundraising Opportunity You’re Missing

Giant gummy bear

Nonprofits pay a lot of attention to donor acquisition. Then?

They largely ignore these donors, unless…

They become worthy of attention by virtue of being ‘major’ donors. Then?

Nonprofits pay a lot of attention to major donor relationship building.

But between new donor acquisition and major donor cultivation, solicitation and stewardship, what happens?

Usually not enough.

This is a HUGE missed opportunity.

You’ve likely got great donor prospects hiding inside your own donor base, and you’re essentially treating them like, well, poop.

What if you were to begin to look at your mid-level donors as the transformational fundraising opportunity they are?

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"Doing the right thing isn't always easy" storefront art

How Humanity and Trust Supercharge Nonprofit Fundraising

"Doing the right thing isn't always easy" storefront artEveryone’s been saying this, just about daily, for some time.

“These aren’t ordinary times.”

If the anthem for the Boomer generation was Bob Dylan’s “The TImes They Are A’Changin’,” what’s the anthem for today? History doesn’t repeat itself, but it rhymes. We’re living in the face of a firehose of breaking news, and much of it is difficult to digest. Let alone know how to face, handle and get through it with safety and sanity intact.

We can retreat, live in limbo or figure out a way to navigate through this reality and find opportunities to do our work in new and better ways.

It’s a difficult assignment, because it’s not easy to know where to begin.

As social benefit organizations, we want to come from a human-centered, community-centered place, but… what exactly might that be in this extraordinary time?

What the World Most Needs Right Now.

I think it’s humanity and trust.

Usually we have to guess at what will feel relevant to our supporters. Today, we pretty much know. Because we hear it all the time. On the news. On social media. When we zoom with colleagues. When we talk to our friends.

  • People want to know who they can trust.
  • People want their fellow humans to act the part.
  • People want to consciously engage — with humans they can trust — in a meaningful manner.

Social benefit organizations have a secret advantage.

Survival in the civil sector is based on the philanthropic exchange, and ‘philanthropy’ means ‘love of humanity’. Yet sometimes it seems all we see and hear is hatred of humanity. Us/Them.  Left/Right. Red/Blue. Young/Old. Good/Evil. Insiders/Outsiders. I could go on…

There’s a better way. When you infuse your nonprofit work with humanity, you’ll reach trust.

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6 Strategies to Convey Your Most Emotional Fundraising Appeal Story

2020-10-11 14.40.58People are wired for stories.

We use them to understand our world.

But do the same stories work in any time? For any person? No.

You need to understand your SMIT story – ‘Single Most Important Thing’ – at this moment in time.

And that SMIT will change, depending on the environment in which you’re operating.

You need to know your audience. Today. The story you told last year may not work as well this year. And here is why:

(1). The story must be relevant to the donor – which will depend on what is top of mind for them (hint: pay attention to the news).

(2). The need to give the story a happy ending must feel urgent (hint: pay attention to the news).

Whatever your mission, relevancy and urgency are the key to emotional appeals.

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Hands giving and receiving gift

Are the Rich Motivated to Give Differently?

Hands giving and receiving giftNot as much as you might think.

Yet people tell me all the time how much they’re afraid to ask wealthy people for major gifts. If you share those fears, it’s time for a little “Charity Clairity:”

Contrary to what your gut may be telling you, NOT asking is not making would-be donors feel good. Quite the opposite, in fact.

In this article, I’ll let you in on:

Three major donor truths. And I’ll cover why (1) you must stop short-changing your would-be major donors by not offering them opportunities to be the change they want to see in the world, and (2) you must stop robbing would-be major donors of chances to feel good about themselves.

Six major donor triggers. We’ll explore how you can make donors feel so good they’ll want to say “yes” — and passionately — to your solicitation.

Bottom line: When you don’t make donors feel good, they’ll go elsewhere.

The Rich Are Just Like You and Me 

F. Scott Fitzgerald is famously supposed to have told Ernest Hemingway “the rich are different than you and I.” “Yes, Scott,” Hemingway supposedly retorted. “They have more money.”

It’s good to remember major donors are, first and foremost, just people.

They may have more money, yet many of them actually don’t even feel “wealthy” (just as often so-called seniors don’t feel “old.”)  In fact, a survey of 4,000 investors by UBS found that 70% of people with investible assets of $1 million or more do NOT consider themselves “wealthy.”

What most donors share (no matter their net worth) is

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