A heartfelt story to tell

5 Guaranteed Ways to Raise Money Through Storytelling

A heartfelt story to tell

Want content that raises money? Tell more stories.

Storytelling today is ‘hot.’

And why not?  It’s the fundamental human activity – we even talk to ourselves!

We tell ourselves stories all the time to inspire, goad, cheerlead and persuade.

“I’ve been knocked down, but I’ll pick myself up.”

“This cake will be even better than my mother-in-law’s.”

“The deck seems stacked against me, but I’m going to fight; I’m going to win.”

“Tomorrow will be a better day.”

Storytelling is something people naturally gravitate to. We’re wired that way.

Stories connect the dots.

They are the connective tissue that turns otherwise random acts into important sequences.

  • Stories invite us in.
  • When we add our own imagination, stories begin to acquire personal relevance.

Does this sound like something that might be useful for your content marketing strategy?

Leave a commentContent Marketing

Three San Francisco Hearts: Beyond the Horizon; Eons of Love; Secrets of the Heart

Evolving Top Nonprofit Storytelling Practices

Three San Francisco Hearts: Beyond the Horizon; Eons of Love; Secrets of the HeartEveryone knows storytelling = good. Humans wired for stories. We want to enter into them … become part of them… see ourselves, in some way, expressively reflected in the characters, plot and struggle. Everyone responds, all ears, to “Shall I tell you a story?”

Yet there’s been a brouhaha of late around so-called “donor-as-hero” stories. I’ve long been a proponent of encouraging donors to jump right into the narrative to give it a happy ending. Yet, today, people worry these stories reinforce “white saviorism,” especially in cases where donors are perceived to be in positions of privilege and power. In such situations the impression is donors unfairly get to feel good about helping those less fortunate. And it’s unfair because donors are part of, and contribute to, an unfair system — even if unconsciously. And this unfair system keeps people in need in their disadvantaged state.

Related to this are the ethics of making poster children of clients. Program staff may fear the commodification of stories as “sales products” for fundraising.  There’s tension between departments, fueled by misunderstanding and mistrust.

I’d like to address (1) the overarching storytelling challenge, with specific attention to both the (2) white saviorism and (3) ethics conundrums. Let’s begin with.

(1) How to Meet the Challenge of Doing Good, without Doing Harm?

3 CommentsUncategorized

Man reading book to kids

Donor-Centered Storytelling Boosts Fundraising. Period.

Donors are always a bit nervous about their investment in your nonprofit.  More than anything, they want to know what their hard-earned money is accomplishing!

Bloomerang found that 8% of donors failed to renew their giving specifically because they weren’t sure what their gifts accomplished.

THIS SHOULD NEVER HAPPEN!

If you want more gifts, you must give them.

And in this article we’ll look at why stories can be the perfect donor gift!

For a lot of nonprofit insiders, this is a paradigm shift. Think about it.  I’m asking you to go from focusing on asking to focusing on giving.

Another way to consider this is to shift from focusing on selling to focusing on helping.

1 CommentContent Marketing

A heartfelt story to tell

5 Guaranteed Ways to Raise Money Through Storytelling

Storytelling today is ‘hot.’

And why not?  It’s the fundamental human activity – we even talk to ourselves!

We tell ourselves stories all the time to inspire, goad, cheerlead and persuade.

“I’ve been knocked down, but I’ll pick myself up.”

“This cake will be even better than my mother-in-law’s.”

“The deck seems stacked against me, but I’m going to fight; I’m going to win.”

“Tomorrow will be a better day.”

Storytelling is something people naturally gravitate to. We’re wired that way.

Stories connect the dots.

They are the connective tissue that turns otherwise random acts into important sequences. Stories invite us in. When we add our own imagination, stories begin to acquire personal relevance.

Does this sound like something that might be useful for your content marketing strategy?

Leave a commentContent Marketing

Successful_Storytelling-300x300.png

Successful Storytelling: 5 Foolproof Ways to Raise Money

Content is the heart of your successful fundraising strategy.

If you don’t sell it, you won’t connect with your audience.

And if you don’t connect with your audience, you haven’t got a snowball’s chance in you know where to persuade folks to give to you to further your mission.

This is where learning to become a master storyteller comes in.

I know you’ve heard this before. Storytelling is the meme du jour.

But that doesn’t mean you shouldn’t pay real attention.

We’re in a content marketing zeitgeist.

2 CommentsAnnual Giving

Storyteller-thumbs-up-198x300.jpg

7 Storytelling Tips to Inspire Nonprofit Donors to Act

Listen up: Have I got a story for you!
Listen up: Have I got a story for you!

As a fundraising professional, relationship building with donors is an ongoing process and communication is an important part of that process. Stories are a great communications tool that you can use to tell donors about their impact in a tangible and easy to understand manner.

Storytelling seems to be everywhere these days. Non-profits are actively trying to use stories to engage their current and new donors. Is your non-profit trying to tap into the power of stories? Perhaps it’s been a positive experience for your organization. But maybe you have faced some challenges.

One of the biggest challenges with storytelling is being able to tell a great story. A story that really stands out from the pack and resonates with your donor audience. A story that, ultimately, compels action.

Today I want to share with you 7 rules for telling a better non-profit story.

1 CommentAnnual Giving

Clairity Click-it: Leadership; Lead Conversion & Storytelling; Marketing Communications; Social Media

This week’s Click-it has some thought-provoking posts as well as some practical tips.  Hope you enjoy them!  Also, if you meant to sign up for my latest course — designed to help you with critical donor retention — this is your last chance. I know you have the best of intentions. Your donors are super important to you, and you mean to let them know more often. You really do. But somehow you don’t get around to it as much as you should. This course will help you make it a priority — so when this time rolls around next year you’ll be in better shape than you are today.  Sound good?  Okay!

Now… enjoy these articles, please.

Leave a commentClairity Click-it

Storytelling-brain.jpg

6 Best Ways to Make Storytelling Part of Your Nonprofit Culture

How do you fill the brains of your staff, volunteers and donors with stories about your organization?
What better way to talk about accomplishments your donors make possible than through stories that portray them as heroes?

Everyone loves a good story. Everyone.

Which is why storytelling should be at the heart of your nonprofit’s strategic communications. I know ‘storytelling’ is a meme du jour. But that’s no reason to ignore it. Just because everyone else is doing it doesn’t mean you shouldn’t! There’s a reason these phrases become buzzworthy. In this case, because you want to serve up content that’s relevant, attractive and accessible to your constituencies. Storytelling fits the bill better than anything else.

In fact, of all the content you can create, storytelling is your ultimate weapon and the most powerful means of communicating your message.

Let’s look at this a different way.

5 CommentsCulture & Values

Weekly Clairity Click-it: Year-End Planning; Online Donations; Storytelling; Social Media; Sample Fundraising Letters

Planning your year-end fundraising? Check out this week’s links!

Year-end Planning

Click-It: 5 Things to do now for year-end fundraising success. From Network for Good  comes this checklist of all the stuff you should be thinking about. Now! Here’s my favorite: Now is the time to put yourself in your donor’s shoes and thoroughly test your donation process, website, emails, and any other donor-facing elements. Identify any pain points and fix them now while you have some time. None of the above steps will matter if your supporters get hung up on your donation page, are stymied by your website, or can’t reach a real person when they attempt to contact you.

Online Donations

Leave a commentClairity Click-it

Weekly Clairity Click-it: Content Creation, Storytelling, Practical Social Media, Asking, Thanking

This week’s Clairity Click-it – your eclectic array of easy to-“click-it” links to posts I’ve found thought provoking. With, of course, a few comments of my own.

Content Creation

Click-it: 25 Brain Lubricants to Generate Content Ideas. This guest post on the Convince and Convert blog comes from creative director Barry Feldman. If you feel like you don’t have enough content to fill a blog (and if you read me at all you know I believe every nonprofit should have a blog!) check out these great ideas for combating writer’s block.  Here’s one I like: Got a bookcase full of dusty old classics? Crack one open. Try poetry. Hit Pinterest for inspirational quotes. There’s something about great thinkers that makes you think.

Leave a commentClairity Click-it

Storytelling-hands.jpg

4 Secrets to Inspiring Philanthropy through Storytelling

Philanthropy; Not Fundraising

People. Purpose. Passion. Plan.  Four “P”s in a row. I know… you’re thinking, cute. Yawn. But wait. Before your eyes glaze over, stop a moment and think about these 4 “P”s.

They’re  central to your success in inspiring philanthropy.  Because even though I’ve written, and truly believe, that there are fundamental ways fundraising has changed significantly over the past five years, there are also things that haven’t changed at all. You simply must translate these fundamentals to the digital world:

  1. People love a good story.
  2. One with a purpose. 
  3. One told with passion. 
  4. One that has an order or plan. 

It’s human nature to love to listen to – and tell – a story.  So let’s figure out how to make that happen for your organization – and for your donors.

3 CommentsAnnual Giving

12 cups coffee

12 Quick Strategies to Boost Year-End Fundraising

12 cups coffee

Percolate on these ideas; choose 1 – 2 to wake up your year-end campaign!

The biggest fundraising time of the year for most nonprofits inexorably approaches.

It can be stressful.

Don’t succumb to the stress. You’ve got this!

Perhaps you can’t do everything you’d like to do this year, but you can do some things.

Some you can do on your own.

Some will require support from technical and/or marketing staff.

Don’t become discouraged thinking you don’t have the time. Sometimes you don’t have time not to do these things.

None of these suggestions are big time consumers standing alone. They’re each little tweaks. Because often it’s the little things that count. That pack a surprising wallop.

So don’t save all your energy for writing your appeal. Help your appeal along by putting some of the dozen suggestions that follow into effect.

Here are 12 strategies that will pack a big punch.

Even just one or two will make a difference.

Let’s get started…

2 CommentsAnnual Giving

Halloween skeleton

8 BOO BOO’s! Are You SCARING Nonprofit Donors Away?

Halloween skeleton

Is this how you’re making your donor feel?!?!

 

BOO!

Halloween is creeping up on us, so I’ve got some really scary stuff for you!

Don’t get too spooked. There are also a few treats.

In fact, you’ll get eight delicious goodies — in the form of “to-do’s.”

But first… the bad news.

No bones about it, you’re frightening folks away if you’re committing any of these 8 boo-boo’s!

Leave a commentAnnual Giving

"Story Quilt" by Faith Ringold

How to Project Manage Your Nonprofit Story

"Story Quilt" by Faith RingoldYour nonprofit’s story is the whole ball of wax.

Without it, you’ve got nothing.

So let’s really talk about this for a minute.

A story is not “Give us money because we’re good guys and do good work.”

Nor are “Sustain humanitarian aid,” “Support the arts,” or “Save our rivers” stories.

Sure, there may be some implicit narratives hiding within these phrases, but they’re really tag lines or calls to action. Useful, sure. But not until you’ve laid the groundwork of telling a compelling story.

You never start a story with “And they lived happily ever after.”

Similarly, you should never start a fundraising appeal with “We saved the whales.” Where’s the emotion and drama here?

You know donors are moved to give through emotion, right?

The best way to get inside a donor’s head and heart is by telling a dramatic, emotional story. Something that taps into their core and arouses their curiosity, or some deeper feeling like sadness, fear or anger.

You see, human brains are wired for story.

Leave a commentContent Marketing

Man jumping over mountain

Top 10 Strategies to Transform Reluctant Fundraisers into Ready Philanthropy Facilitators

What’s holding you back? Culture? Fear?

How do you help people afraid of fundraising become comfortable in what should be a mission-aligned role for everyone associated with your nonprofit organization?

After all, everyone benefits from increased philanthropy.  Not just development staff.

Increasingly, successful nonprofits are adopting cultures of philanthropy where everyone involved – administrative staff, program staff, board members, committee members, direct service volunteers and even beneficiaries – comes together as ambassadors, advocates and askers on behalf of furthering the organization’s mission, enacting its values and fulfilling its vision.

Facilitating philanthropy is not rocket science, yet folks unaccustomed to the relationship cultivation and solicitation required to land major donations are fearful because they don’t know how to do it. Actually, they do. They just need some guidance, hand holding and support along the way. Reluctant fundraisers tend to think fundraising is just about money. It’s a lot more than that.

It’s the job of a nonprofit’s leadership to work with insiders (staff and volunteers) to help everyone feel both passionate about the cause and confident in the fundraising process.

There are barriers to be overcome; first and foremost is fundraising fear.  This fear takes many forms, and is perhaps best expressed in some of the questions I frequently receive.  So I’m endeavoring to answer these questions below.  Hopefully this will help you address these challenges within your own organization so you, too, can transform folks from fearful and reluctant “fundraisers” to joyful and ready “philanthropy facilitators.”

Leave a commentCulture & Values

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.

Leave a commentAnnual Giving

Woman donor with credit card and laptop

Boost Gift-Giving with These 5 Donation Page Improvements

Soliciting donations from your supporters is hard work. It requires identifying prospects, building relationships, and ultimately asking them to contribute to your organization. Luckily, your donation page can do some of the heavy lifting for you! When optimized for the donor experience, your donation page can help potential new supporters form a positive first impression…

Leave a commentOnline Fundraising

language of love alphabet

Nonprofit Gift Planning: Do You Use the Language of Love?

language of love alphabetWhat must you keep top of mind to have meaningful conversations with donors who (you hope!) may contemplate a gift to your organization?

I’ve given you a hint within my question.

One word: meaningful.

And for a conversation to be meaningful, you have to speak in a language that resonates with the other person.

And what is it that resonates more strongly than just about any other emotion?

LOVE.

To get folks to “YES” you need to learn the meaningful language of love and apply it to gift planning.

The word philanthropy literally means, from the Greek, the feeling of love (philos) towards humankind (anthropos).

It’s not just about HOW people give, but WHY.

What is it about your organization’s values, as enacted, that your donor is most passionate about? How can you, as a philanthropy facilitator, make it easy for the donor to meaningfully express their feelings and passions?

Planning is involved, both on your end and the donor’s.

Passionate philanthropy is seldom a spur of the moment action.

No one just gets up one morning and decides to give away $10,000, $100,000 or $1 million.

Or let’s just stipulate it’s relatively rare.

Rather, would-be philanthropists consider how making a particular gift at a particular point in time may match their values and help them accomplish their objectives, personal and philanthropic.

Anyone who contemplates a major, or stretch, gift plans ahead.

For purposes of this gift planning article, let’s consider your audience to be prospective major (outright) and legacy (deferred) gift donors.

Let’s try an experiment.

Leave a commentMajor & Legacy Gifts

4 Keys to Raise Money in Today’s Attention-Sucking Nonprofit Jungle

Photo of 4 keys

Wondering where fundraising is heading in our highly networked, overly saturated, noisy-as-all-get-out post-digital revolution world? A world that’s really a jungle, with so much competition for attention — for-profits, other nonprofits, socially conscious businesses, political campaigns, friends, and family?

Your mantra can no longer simply be about “creating awareness.”

Alas, attention is increasingly ephemeral.

The new nonprofit currency is not creating attention. It’s building loyalty.

You simply can’t afford to keep losing 8 out of 10 new donors. Which means it’s time to reframe how you do fundraising. It can’t be primarily about going after money. It has to be about giving, and receiving, love. If you do it the right way, money will follow as a natural outgrowth. [I’m going to talk about this more in an article focusing on “connection” next week.]

Today, I want to explore 4 keys to raising money in our revolutionized technological zeitgeist.

Of course, sometimes it’s easier said than done.

Bad News/Good News:

The fundraising environment is altered. Mostly due to technology.

Lots and lots of technology.

AI fuels both predictive models and automation. Software enables multiple, simultaneous email campaigns. New tools allow easy sharing and engagement on social media. High quality photography and video can be made with the ease of a smart phone. Multiple new places regularly emerge to find and connect with potential constituents.  And on and on and on… If you feel you’re being hit almost daily with a firehose of new technologies, you’re not alone.

Technology has made it possible to do things never before imaginable.

But… possible and probable are not the same thing.

Leave a commentOnline Fundraising

Moonrise-large.jpg

Philanthropy, Not Fundraising: I Have a Dream for the Social Benefit Sector 2024

Photo of moon rise

I have a dream…

Today would have been Dr. Martin Luther King’s 95th birthday. During his lifetime he challenged us to recognize the privilege of being part of the struggle for goodness to prevail. He did not live to get to the promised land, yet he saw it from the mountain top. And in his famous speech he mused on the question of what he would say were he to be given the extraordinary opportunity to live in any moment in history. His answer to the Almighty was, “If you allow me to live just a few years in the second half of the twentieth century, I will be happy.”

Today we are more than two decades in, and our challenge is whether we can approach our world with the same degree of gratitude and moral resolve. Our times are challenging.  Political division, escalating, senseless violence across the planet, threats to taken-for-granted freedoms, the spread of fake news, a deepening divide between classes, the existential threat of climate change, and a creeping sense of dread as events begin to seem out of our control.  The world can seem a cruel and barbaric place. Philanthropy – love of humankind — can seem elusive. Yet it’s right here. In each of us. And at this particular collective moment it has never been more essential for us to develop our capacity to care for one another, to show up for one another, and to love.

King challenges us to recognize that even in dark times, there is light to be found: “I know that it’s only when it is dark enough that one can see the stars.” As we toil in the vineyards of the social benefit sector, it is our privilege — and responsibility — to carry Dr. King’s torch and let shine the light. To muster all our spiritual, moral, individual, and communal resources to drive out the darkness. Today, with my annual “I Have a Dream” post, I invite you to consider what you can do to cultivate loving awareness, adapt, stay positive and make a beneficial impact on the world within and around you — yourself, your family, your friends, your neighbors and strangers.

“The time is always right to do what is right.” ~ Martin Luther King Jr.

I have a dream for 2024 – and beyond. I have a dream this is the year your organization will move beyond defining yourself by what you’re not (nonprofit) and will begin to define yourself by what you are (social benefit). I have a dream this is the year your people will move from an attitude of taking and hitting people up (aka “fundraising”) to a mindset of giving and lifting people up (aka “philanthropy”). I have a dream this is the year your staff and volunteers will move from enacting transactions to enabling transformation.

I have a dream you will push yourself and your organization this year. You will take the bull by the horns, fully embrace the digital revolution, look at the ways artificial intelligence can be used for good, and open yourself to the possibilities change brings. You will give up on the static donor pyramid, ladder and funnel theory of engagement and put your donor at the center of a new, active engagement model that reflects the myriad ways people connect with organizations and causes today. You will find donors where they are.

I have a dream you will learn who your best influencers and advocates are and you will embrace them.  You will recognize you are no longer your best messenger. You will understand many forces beyond you influence your donor’s decision to invest with you, and you will expand your thinking and operations from a one-dimensional to a multi-dimensional model.  You will allow your constituents to engage with you at multiple points of entry, and to move freely between these points during the life cycle of their engagement.

I have a dream you will think big, because thinking small will not get you where you need to go. 

Leave a commentCulture & Values

Halloween skeleton

8 BOO BOO’s! Are You SCARING Nonprofit Donors Away?

Halloween skeleton

Is this how you’re making your donor feel?!?!

 

BOO!

Halloween is creeping up on us, so I’ve got some really scary stuff for you!

Don’t get too spooked. There are also a few treats.

In fact, you’ll get eight delicious goodies — in the form of “to-do’s.”

But first… the bad news.

No bones about it, you’re frightening folks away if you’re committing any of these 8 boo-boo’s!

1 CommentAnnual Giving

Ice Cream Cone Spill

10 Common Nonprofit Major Gift Asking Mistakes to Avoid

Ice Cream Cone SpillWhen you’re not aware you’re making a mistake, it’s hard to avoid it.

So let’s get curious. I’m going to ask you to close your eyes for a minute to imagine a donor you’ve been wanting to ask for a major gift. I’m going to ask you to visualize a space where you’re meeting. Put them in your office, their home, a café or even a Zoom screen. Choose what’s comfortable, and where you think you’d be most likely to meet with this donor within the next month or so.

Okay… do you have your donor and your meeting space in mind? Excellent!

Now, before closing your eyes, commit to visualizing these four things:

  1. You’re in the room together.
  2. You smile. They smile back.
  3. Someone else is in the room with both of you.  Imagine you brought them with you. Who are they, and how does it feel having them there to support you?
  4. Bolstered by the smiles and good company, what do you say to open the conversation?

Okay, are you ready to close your eyes? Even if this feels a little weird, why not give it a try?

EXERCISE: You can do this by yourself, but it works better if you do it in a pair. Find a co-worker, friend or family member to prompt you to close your eyes and take a few deep breaths. Notice if you’re holding tension anywhere in your body. Relax those areas (forehead; neck; shoulders; hands; belly; thighs; calves; feet).   Now have them ask you the following questions:

(1) Pick a donor to meet with.

(2) Pick your meeting space.

(3) Pick an additional person to support you in the room (e.g., program director; subject matter expert; volunteer; executive director; board member; other donor). Describe who they are, and how it feels having them there.

(4) Open the conversation. What are you saying to them? What are they saying back? What’s their body language? Are their eyes lighting up? Are they smiling? Leaning forward? Play this scenario out just a bit, until you get to a place of comfort or discomfort.

Then open your eyes.

What did that feel like?

What felt comfortable to you? Uncomfortable? Did it feel more comfortable and pleasant than you may have imagined?

Smiling people, committed to the same cause, hanging out in a comfortable space together…. from such a space can come many good things.  

  • What did you say to open the conversation?
  • How did that feel?
  • If it felt good, why?
  • If it didn’t feel good, why?

Take a few minutes to journal some answers to those questions. I guarantee this will help you shift the energy for the next time you move into this space – in real time – with a donor.

A Mistake is Just a Misjudgment

It’s not fatal; you can correct it. But first you have to recognize it happened!

Mistakes in major donor conversations generally arise when you don’t know enough about the donor, or vice-versa. That’s why there are two kinds of major donor visits:

Leave a commentMajor & Legacy Gifts

Felt heart hanging from a pole

Top Secret Strategy to Communicate with Nonprofit Donors

Heart carved into treeDid you ever wonder if there is a foolproof way to communicate with donors?

Actually, there is!

And it’s not about process.

It’s about another ‘P’ word.

Can you guess?

I’ll give you a hint.

It relates to the secret business your nonprofit is in.

You may think you’re in (arts, healthcare, human services, environment, social justice, animal rescue, education or whatever) but, fundamentally, your core business is something else.  Something deeper.

Something that emanated from whoever founded your nonprofit.

Without this special something, your nonprofit wouldn’t exist.

Have you figured it out?

Leave a commentAnnual Giving

Moonrise-large.jpg

Philanthropy, Not Fundraising: I Have a Dream for the Social Benefit Sector 2023

Photo of moon rise

I have a dream…

Today would have been Dr. Martin Luther King’s 94th birthday. During his lifetime he challenged us to recognize the privilege of being part of the struggle for goodness to prevail. He did not live to get to the promised land, yet he saw it from the mountain top. And in his famous speech he mused on the question of what he would say were he to be given the extraordinary opportunity to live in any moment in history. His answer to the Almighty was, “If you allow me to live just a few years in the second half of the twentieth century, I will be happy.”

Today we are two decades in, and our challenge is whether we can approach our world with the same degree of gratitude and moral resolve. Our times are challenging.  Political division, escalating, senseless violence across the planet, threats to free speech, the spread of fake news, a deepening divide between classes, the existential threat of climate change, and a creeping sense of dread as events begin to seem out of our control.  The world can seem a cruel and barbaric place. Philanthropy – love of humankind — can seem elusive. Yet it’s right here. In each of us.

King challenges us to recognize that even in dark times, there is light to be found: “I know that it’s only when it is dark enough that one can see the stars.” As we toil in the vineyards of the social benefit sector, it is our privilege — and responsibility — to carry Dr. King’s torch and let shine the light. To muster all our spiritual, moral, individual, and communal resources to drive out the darkness. Today, with my annual “I Have a Dream” post, I invite you to consider what you can do to adapt, stay positive and make a beneficial impact on the world within and around you — yourself, your family, your friends, your neighbors and strangers.

“The time is always right to do what is right.” ~ Martin Luther King Jr.

I have a dream for 2023 – and beyond. I have a dream this is the year your organization will move beyond defining yourself by what you’re not (nonprofit) and will begin to define yourself by what you are (social benefit). I have a dream this is the year your people will move from an attitude of taking and hitting people up (aka “fundraising”) to a mindset of giving and lifting people up (aka “philanthropy”). I have a dream this is the year your staff and volunteers will move from enacting transactions to enabling transformation.

I have a dream you will push yourself and your organization this year. You will take the bull by the horns, embrace the digital revolution, and open yourself to the possibilities change brings. You will give up on the static donor pyramid, ladder and funnel theory of engagement and put your donor at the center of a new, active engagement model that reflects the myriad ways people connect with organizations and causes today. You will find donors where they are.

I have a dream you will learn who your best influencers and advocates are and you will embrace them.  You will recognize you are no longer your best messenger. You will understand many forces beyond you influence your donor’s decision to invest with you, and you will expand your thinking and operations from a one-dimensional to a multi-dimensional model.  You will allow your constituents to engage with you at multiple points of entry, and to move freely between these points during the life cycle of their engagement.

I have a dream you will think big, because thinking small will not get you where you need to go. 

Leave a commentCulture & Values

Food bank donations truck unloads

5 Ways Effective Annual Reporting Drives Donations

Food bank donations truck unloadsFor many nonprofits, the yearly annual report is often just another task on a very long to-do list. Most charities are juggling a lot—development, program maintenance, fundraising, and more—and the annual report can feel like yet another mandatory routine project. One that often gets handled at the last minute without much intentional care and effort.

Even though annual reports are an industry standard, most nonprofits don’t realize how fruitful an effective annual report can be. An annual report that prioritizes storytelling, transparency, interactivity, and more can actually bolster donation solicitation efforts and become a lucrative fundraising tool.

Before we jump into the nitty gritty of strategic annual reporting, let’s cover the basics.

What is an annual report?

Think of an annual report as a “year in review”—like a yearbook of sorts, but for donors, supporters, and partners to look at the highlights of any given year at your organization. Of course, a lot can happen in a year (nonprofits know that best), but with an annual report, you can summarize all the year’s milestones including your impact, accomplishments, new developments, and more.

Annual reports can be created and presented in a variety of ways—both digitally and in print. Depending on the needs, audience, or even constraints of the individual nonprofit, you might choose to create a printed booklet or pamphlet (which could then be mailed to supporters and donors or handed out at events). Or, in line with more frequent developments in the space, you could turn to digital software tools to create an annual report that intrigues readers with more vibrant visual elements like photos, videos, and clickable links.

What does an annual report include?

Every nonprofit’s annual report is different, depending on its mission, values, impact, audience, and more. However, most organizations include a few standard elements:

  • Stated mission and values
  • Accurate financial data
  • Examples of impact
  • Major accomplishments
  • Program and initiative assessments
  • Event highlights and recaps
  • Donor and board member lists
  • Contact information

Though every nonprofit is required to submit a Form 990, most organizations take their reporting a step further and create a yearly review that includes more audience-centric material (like the topics listed above).

Now that we’ve covered the basics, let’s dig into the best part of annual reporting—the ability to create the ultimate fundraising tool.

5 Ways Effective Annual Reporting Drives Donations

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Proven Strategies to Climb the Year-End Fundraising Mountain

Mountain climberHave you started working on your annual appeal and year-end fundraising plan?

It’s time!

I worked for 30 years in the trenches, so I know exactly what this time of year feels like.

It feels like you’re at the base of a mountain you’re about to scale.

  • Exciting, but also scary.
  • Exhilarating, yet also daunting.
  • There will be good days, and bad days.

And this particular year, you may feel you’re taking two steps forward and three steps back.

That’s to be expected during times of great uncertainty.

Expected or not, I know you’re still anxious and thinking “What if we don’t reach the top?”

Don’t worry, I’m here to help.

This year you may need the equivalent of a few extra granola bars for energy. And maybe an extra tool or two to help you get a grip.

Right now I want to give you a few specific, timely tips you might not be thinking about.

Here are some strategies I hope will give you a leg up, so to speak.

Ready to Put Your Best Foot Forwards?

Here are 11 tips I’ve learned over the years.

Leave a commentAnnual Giving

Write something at the typewriter

Brilliant Writing Tips to Boost Your Nonprofit Fundraising Appeal

Write something at the typewriterFundraising copywriter extraordinaire, Lisa Sargent, recently shared a brilliant piece of writing on the Moceanic blog.  Appropriately, the subject matter – “6 Winning Ways to Start Your Next Fundraising Appeal” — was all about brilliant writing. Specifically, fundraising appeal writing. I commend the full article to you, as she fills it with juicy, specific examples.  But if you’re short on time, here are the key take-aways – plus some of my own thoughts and examples — to get your reader well “into” your appeal – right from the get go!

Next time you’re staring at a blank piece of paper, try BEGINNING with:

The first line’s job: Get the reader to the second line. Otherwise, all your carefully crafted prose is for naught. The first line ideas below are tested and true; you can’t go wrong with any of them. Just switch them up so that not every one of your appeals starts the same way. Why? Because (1) not every style is your best bet for every situation, and (2) not all your readers are alike. Some prefer whodunnit mysteries, others prefer coming of age tales, and others historical fiction. Still, everyone will respond to a good story.

Everyone.

An appeal without a story is a true crime. As business and thought leader Jim Collins taught us:

“We are known by the stories we can tell.”

So, before putting pen to paper, think about a story you can tell. Only then should you begin.

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PHoto telling a story

Nonprofit Fundraising Truth: Stories are Persuasive, Data is Just Proof

PHoto telling a storyDoes proving your point persuade your nonprofit donor?

It turns out not so much.

At least, not unless your donor is already pretty much won over.

Proof, absent persuasion, won’t get you far.

In my last article, “How to Project Manage Your Nonprofit Story,” I delved into the concept of story vs. data in creating compelling nonprofit marketing and fundraising copy. Stories almost always win out, because human beings are wired for stories. To want to enter into them. To want to become a part of them. To want to see ourselves, in some way, expressively reflected in the characters, plot and struggle.

In this way we are emotionally moved. We shed a tear… get a lump in our throats… find ourselves chuckling, smiling or even beaming with a flicker, or a flame, of recognition, appreciation or gratitude. We are taken out of our everyday lives, and moved someplace else where we’re offered a new perspective. From this perspective, we can choose to act. To become part of the story, in a positive way. To make a difference. To bring joy to sadness… hope to despair… healing to hurt. To bring the happy ending we wish to see.

Today I want to delve a bit deeper into why stories beat data because, when I review nonprofit appeals, the lion’s share do a poor job of making the story the star. Sure, you may be raising money with your appeal. But I’ll bet dollars to donuts you could raise a lot more by channeling the persuasive power of a compelling narrative.

Stories are persuasive, having the power to change audience beliefs and actions.

If you’re familiar with Robert Cialdini, you’ll know about the six key principles of influence and persuasion that help people to act in the face of uncertainty. And we’re all in that state of uncertainty when we receive a fundraising appeal, right? If you look closely, you’ll see these principles are story-based:

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"Story Quilt" by Faith Ringold

How to Project Manage Your Nonprofit Story

"Story Quilt" by Faith RingoldYour nonprofit’s story is the whole ball of wax.

Without it, you’ve got nothing.

So let’s really talk about this for a minute.

A story is not “Give us money because we’re good guys and do good work.”

Nor are “Sustain humanitarian aid,” “Support the arts,” or “Save our rivers” stories.

Sure, there may be some implicit narratives hiding within these phrases, but they’re really tag lines or calls to action. Useful, sure. But not until you’ve laid the groundwork of telling a compelling story.

You never start a story with “And they lived happily ever after.”

Similarly, you should never start a fundraising appeal with “We saved the whales.” Where’s the emotion and drama here?

You know donors are moved to give through emotion, right?

The best way to get inside a donor’s head and heart is by telling a dramatic, emotional story. Something that taps into their core and arouses their curiosity, or some deeper feeling like sadness, fear or anger.

You see, human brains are wired for story.

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What Monkeys Can Teach Your Nonprofit

Monkey looking at youBabies can teach you the same thing.

If one baby does something, the others will want to ape them.

“Monkey see, monkey do.”

This is actually a psychological principle of influence and persuasion known as “social proof.”

It’s best explored in the 1984 groundbreaking book, Influence: The Psychology of Persuasion, by Robert Cialdini. He outlines six principles of influence affecting human behaviors. They’re all well documented, and can be incredibly useful to fundraisers.

One of the most useful principles is the one we also know today as the “Yelp effect.” It’s a type of positive (or negative) word of mouth that can make or break your business. I know how often I’ve abandoned my cart after reading a negative review. You?

Word of mouth is perhaps the most powerful form of social media you can find, so it pays to leverage it to your advantage.

Even someone inclined to support your cause may not give unless you push the right buttons. Of all the ways to do that, social proof is among the easiest and most successful.

Leave a commentContent Marketing

Broken Heart

Important News about Relationship Fundraising: Stop Losing Donors

Broken Heart
Do you know how you may be breaking your donor’s heart? Keep it up, and they’ll break yours.

This is important.

It’s about a report that may change how you do fundraising.

It should.

Let me explain.

Unless you’ve been asleep at the wheel, by now you should know most nonprofits have been hemorrhaging donors for over a decade.

By tending to focus more on expensive, staff-intensive acquisition strategies like direct mail and special events, charities are bringing in one-time donors who never give to them again. It’s why I focus so much on donor retention strategies and exhort you to make them your priority strategy.

Why? Because otherwise all your acquisition efforts are wasted. The latest Fundraising Effectiveness Project Report  revealed an astounding 81% of first-time donors lapse. [BTW: This isn’t the report that’s going to change your modus operandi; it’s merely the rationale for the release of the report that will. Keep reading.] Of repeat donors, 39% lapse. This means, on average, charities retain only 45% of all donors. For every 100 new donors acquired, on average nonprofits lost 96 existing donors. That means you’re engaging in a whole lot of work, for a pretty miserable return on investment.

“Over 70% of people that we recruit into organizations never come back and make another gift, so we’re caught on this treadmill where we have to spend lots of money on acquisition which most nonprofits lose money on anyway, just to stand still.”

– Professor Adrian Sargeant,
Director of the Centre for Sustainable Philanthropy at Plymouth University

This is the proverbial three steps forward, two steps back – only worse!

This burn and churn strategy is killing nonprofits — and burning out the folks who work in them.

Why is it that for profits manage to retain 94% of customers, yet there’s such a huge disparity when it comes to nonprofits?

Leave a commentDonor Retention

Ukraine in the palm of a hand

Don’t Be Out of Tune on Ukraine

Ukraine in the palm of a hand

The fate of the world is in all of our hands

 

It’s out of tune when you fail to even acknowledge that which is top of mind for you constituents.

At any point in time.

For the last couple of years it was Covid. All the time.

At various points it was also a range of issues related to diversity, equity and inclusion, justice, law and order, or the lack thereof, individual rights and freedoms and, of course climate, including hurricanes, tornadoes, fires and droughts.

Right now it’s helping Ukraine and its people.

Whenever people are suffering, for whatever reason, it has a huge impact on the human psyche.

And when it’s in the news, that suffering and impact is hugely amplified.

People want to stop the pain.

If you can help people do that, they will be grateful to you.

How Can You Help People Now?

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Major donor meeting

6 Strategies to Make a Powerfully Winning Major Donor Pitch that Gets Top Results

I could just say (1) prepare, (2) prepare, (3) prepare, (4) prepare, (5) prepare, and (6) prepare.

Did I mention that you really need to prepare?

Preparation is the meta-message of Shark Tank’s “Mr. Wonderful,” Kevin O’Leary, to would-be entrepreneurs seeking to get spots – and funding – on the television show.

In “How to Present the Perfect Pitch: From the Shark Tank to the Boardroom” he offers 10 strategies to help you ace a fundraising pitch. Whether you’re seeking venture capital or a philanthropic gift, many of the principles are the same.

I’ve selected six strategies I find perfectly aligned with what it takes to make a successful nonprofit ask. I’ve also suggested some action tips. Take them to heart, and you’re sure to make your next in-person fundraising presentation a winner.

Oh, and there’s one more important thing, says O’Leary:

“The number-one rule is to make your pitch incredibly dynamic.”

Let’s do it!

Leave a commentMajor & Legacy Gifts

Two paths converge

Ask Not What Your Donor Can Do For You…

I’ve recently been enrolled in some coaching courses, and it got me thinking…

What if you were to think of yourself as the coach and the donor as your client?

As a coach (aka “philanthropy facilitator”), your goal would be to help that client.

This is a very different stance than approaching them as someone who will help you. It completely shifts the equation of your interactions.

I’ve been working with donors, and organizations working with donors, for forty years now. Along the way, one of the things I’ve learned is your approach to your work matters. It’s why I talk a lot about reframing.

Today I’d like to discuss another type of reframing. It has to do with using your ears and mouth in the proportion in which they were given to you.

How to reframe the borders of donor meetings.

1 CommentMajor & Legacy Gifts

Proven Strategies to Climb the Year-End Fundraising Mountain

Mountain climberHave you started working on your annual appeal and year-end fundraising plan?

It’s time!

I worked for 30 years in the trenches, so I know exactly what this time of year feels like.

It feels like you’re at the base of a mountain you’re about to scale.

  • Exciting, but also scary.
  • Exhilarating, yet also daunting.
  • There will be good days, and bad days.

And this particular year, you may feel you’re taking two steps forward and three steps back.

That’s to be expected during times of great uncertainty.

Expected or not, I know you’re still anxious and thinking “What if we don’t reach the top?”

Don’t worry, I’m here to help.

This year you may need the equivalent of a few extra granola bars for energy. And maybe an extra tool or two to help you get a grip.

Right now I want to give you a few specific, timely tips you might not be thinking about.

Here are some strategies I hope will give you a leg up, so to speak.

Ready to Put Your Best Foot Forwards?

Here are 11 tips I’ve learned over the years.

1 CommentAnnual Giving

passion-300x300.jpg

What “Chopped” can Teach Fundraisers about Productivity and Passion

passionOne of my secret pleasures is watching the show “Chopped” on the Food Network. Today I watched an episode that just had me bawling at the end. It was the most heartwarming show I’ve ever seen. And it reminded me of why all of you do the work you do in the social benefit sector.

So please allow me to share.

I don’t know if I can adequately convey the pathos I felt, but if you haven’t had a chance to see this episode I would strongly recommend it. It will make you feel very good. At the same time, it will make you understand — even more than ever — how much work there is to be done.

And why YOU, toiling in the vineyards of the social benefit sector, are just the person to do it!

Leave a commentAnnual Giving

How to Rock Donor Thank You Calls

7 Keys to Rock Thank You Calls and Retain More Donors

You’ve got to make donor retention more of a priority to survive and thrive in today’s competitive nonprofit marketplace.

Research shows the average nonprofit in the U.S. loses 81% of donors after the first gift!!!!!

In and out a revolving door is too expensive to be sustainable.

To make matters worse, the probability a donor will make five consecutive gifts is only 10-15%. These numbers are just not sustainable for most organizations. By the time you’ve added a new donor most of your previous new donors are out the door.

And, by the way, did you know donor acquisition costs you money?  Yup. On average, it will cost you $1.00 – $1.25 to bring in a new donor dollar. So… the value of a new donor to your organization is wrapped up in the concept of donor lifetime value. Once you have a new donor, the cost to renew them is much less expensive than the cost to acquire them. Just like in for profit marketing, keeping a current customer is easier than finding a new one.  But… you have to actively engage in customer cultivation and renewal strategies.

If you don’t energetically renew and upgrade donors over time, you may as well never have recruited them.

Allow that to sink in a moment.

Might you effectively be wasting a lot of time, energy and money on acquisition? Could some of your resources be more effectively deployed to donor retention?

I’m going to go out on a limb and wager the answer is a resounding YES.

Do you know what your donor retention rate is? If you do, there’s hope for you to improve it. Read on.

If you don’t, you don’t even know there’s something that needs fixing! Read on.

Leave a commentDonor Retention

Top Strategies to Overcome Fear of Nonprofit Fundraising

How often have you heard someone say “I hate fundraising; I’ll do anything else,” or something along those lines?

Every time I hear this, my response is to get curious. “What makes you say this? How does fundraising make you feel?” Generally I’ll get a range of responses; mostly they boil down to some variation on the theme of FEAR.

Board members aren’t lazy because they’re afraid of asking for money. Your staff aren’t slackers because they fear fundraising.  They’re just scared, and need help overcoming their fears and anxieties. That’s your job if you’re the fundraiser!

Today we’re going to look at how to get around these fears, so you can turn reluctant fundraisers into ready ones. Honestly, it’s not rocket science; it’s just not something most of us are taught. Very few people are “natural fundraisers,” so falling back on “some people are good at this; others are not” is neither true nor helpful.  Everyone can become good at facilitating philanthropy – once their fears are addressed.

How to Overcome Fear-Based Barriers to Fundraising

It’s the job of a nonprofit’s leadership to work with insiders and stakeholders (staff and volunteers) to help them feel both passionate about the cause and confident in the fundraising process. Below you’ll find some top strategies to address challenges within your own organization so you can transform folks from fearful and reluctant to joyful and ready fundraisers.

1 CommentMajor & Legacy Gifts

Top 10 Questions to Answer before Asking for a Nonprofit Major Gift

You can’t just call someone up out of the blue and ask them for a major gift to your campaign. Period. Full stop.

This won’t work any better than building a house before you’ve found the right location, created a blueprint, laid a foundation and brought in just the right crew to build according to your specifications.

In both cases, first you must lay the groundwork. I like to think of this as making sure all the pre-conditions to a successful ask are in place before I make someone an offer I know they won’t be able to refuse.  And I’ll know I’m ready to pop the question because first I’ll have answered “Yes!” to all of the ten questions that follow.

10 Critical, Powerful Questions to Lay the Groundwork for Successful Asks

1.  Is this the right prospect? 

Leave a commentMajor & Legacy Gifts

language of love alphabet

How to Supercharge Nonprofit Major Giving Using the Language of Love

language of love alphabetWhat motivates someone to make a major philanthropic gift?

Generally it takes one or more meaningful conversations with a donor who (you hope!) may contemplate a gift to your organization. At some point you’ll be ready to make them an offer you hope they won’t be able to refuse. But how do you develop their interest and passion to the point where they’re willing and ready to enact them?  Today I’m suggesting it’s actually pretty simple, as long as you truly understand the process of what the nonprofit sector has come to call “development.”

To get folks to “YES” you simply need to learn the language of gift planning!

It’s not just about HOW people give, but WHY.

Planning is the operative word. Alas, when many folks talk about ‘planned giving’ it’s a term that’s come to mean giving vehicles. Often it’s just about deferred giving vehicles. Most donors don’t think this way. Rather, they consider how they want to help. They concern themselves with the best ways to enact their values. This may mean an outright gift today or a deferred gift tomorrow. Or both. Form follows function. So thinking in terms of gift vehicles is a decidedly non-donor-centric way of framing things.

People making bequests or gifts in trust often visit legal and financial advisors. So we think of this more as “planning” mode. And we ask “planned gift officers” to work with these folks. This isn’t wrong, but it’s not as right as it could be if you approached the donor’s giving decision more expansively.

In othe words, major gift officers are also planned giving officers.

Anyone who contemplates a major, or stretch, outright gift plans ahead.

No one gets up one morning and decides spontaneously to give away $100,000.

Or let’s just stipulate it’s relatively rare.

Rather, would-be philanthropists consider how making a particular gift at a particular point in time may match their values and help them accomplish their objectives, personal and philanthropic.

It’s seldom a spur of the moment action.

For purposes of this gift planning article, let’s consider your audience to be prospective major (outright) and legacy (deferred) gift donors.

Let’s try an experiment.

Leave a commentMajor & Legacy Gifts

boy doing head stand

How to Get Donors to Ask You, Not Vice-Versa

There’s a simple six-step process to assure you secure a philanthropic gift.

The heart of this process — your key to success — is to flip the philanthropic asking equation on its head and get your donor to ask you, not vice-versa. 

That’s right.

Just get your donors to pop this one little question, and you’re home free.

Of course, you have to set them up to pop this question. But it’s easy, once you know the formula.

And I’m going to share that formula with you today.

Guess what else is really great about this?

It’s not scary!

If fear has been holding you back, today is your hallelujah moment.  Because I’m here to tell you exactly how to get your donors to ask you for a gift, rather than the other way around.

Leave a commentMajor & Legacy Gifts

10 Common Nonprofit Major Gift Asking Mistakes to Avoid

When you’re not aware you’re making a mistake, it’s hard to avoid it.

So let’s get curious. I’m going to ask you to close your eyes for a minute to imagine a donor you’ve been wanting to ask for a major gift. I’m going to ask you to visualize a space where you’re meeting. Put them in your office, their home, a café or even a Zoom screen. Choose what’s comfortable, and where you think you’d be most likely to meet with this donor within the next month or so.

Okay… do you have your donor and your meeting space in mind? Excellent!

Now, before closing your eyes, commit to visualizing these four things:

  1. You’re in the room together.
  2. You smile. They smile back.
  3. Someone else is in the room with both of you. . Imagine you brought them with you. Who are they, and how does it feel having them there to support you?
  4. Bolstered by the smiles and good company, what do you say to open the conversation?

SELF-EXERCISE: Okay, are you ready to close your eyes? Even if this feels a little weird, why not give it a try? (1) Pick your donor… (2) your meeting space… (3) your additional person supporting you in the room… and (4) open the conversation. What are you saying to them? What are they saying back? Play this scenario out just a bit, until you get to a place of comfort or discomfort. Then open your eyes.

What did that feel like?

What felt comfortable to you? Uncomfortable? Did it feel more comfortable and pleasant than you may have imagined?  Smiling people, committed to the same cause, hanging out in a comfortable space together…. from such a space can come many good things.  What did you say to open the conversation? How did that feel?

If it felt good, why?  If it didn’t feel good, why?

Take a few minutes to journal some answers to those questions. I guarantee this will help you shift the energy for the next time you move into this space – in real time – with a donor.

A Mistake is Just a Misjudgment

It’s not fatal; you can correct it. But first you have to recognize it happened!

Leave a commentMajor & Legacy Gifts

Man jumping over mountain

How to Transform Reluctant Fundraisers into Ready Philanthropy Facilitators

How do you help people afraid of fundraising become comfortable in what should be a mission-aligned role for everyone associated with your nonprofit organization?

After all, everyone benefits from increased philanthropy.  Not just development staff.

Increasingly, successful nonprofits are adopting cultures of philanthropy where everyone involved – administrative staff, program staff, board members, committee members, direct service volunteers and even beneficiaries – comes together as ambassadors, advocates and askers on behalf of furthering the organization’s mission, enacting its values and fulfilling its vision.

Facilitating philanthropy is not rocket science, yet folks unaccustomed to the relationship cultivation and solicitation required to land major donations are fearful because they don’t know how to do it. Actually, they do. They just need some guidance, hand holding and support along the way. Reluctant fundraisers tend to think fundraising is just about money. It’s a lot more than that.

It’s the job of a nonprofit’s leadership to work with insiders (staff and volunteers) to help everyone feel both passionate about the cause and confident in the fundraising process.

There are barriers to be overcome; first and foremost is fundraising fear.  This fear takes many forms, and is perhaps best expressed in some of the questions I frequently receive.  So I’m endeavoring to answer a few of these questions below.  Hopefully this will help you address these challenges within your own organization so you, too, can transform folks from fearful and reluctant “fundraisers” to joyful and ready “philanthropy facilitators.”

Leave a commentCulture & Values

Philanthropy is a Team Sport

Team huddleNo one can do it alone, sitting in their own little corner.

Not the E.D. Not the development director. Not the development committee of the board. Not the fundraising consultant.

One-person shows don’t work in fundraising.

This isn’t tennis, figure skating or golf. You’re not one person trying to be the best you can be, with all the glory accruing to you. You’re part of a team, all pulling together in the same direction, with the glory accruing not just to your team but also to your fans and your community.

Siloes don’t work in fundraising.

You aren’t saving up grain for the winter. Besides, simply hoarding won’t help enough. Development operations must figure out how to grow and harvest as much grain as possible so you can feed more and more people in need. Hoarding in siloes is a scarcity, not an abundance, mindset. A status quo, not a growth mindset.

If you have vision and big goals you need a team to see you through.

How Do You Build Your Development Team?

Begin with recruitment of stakeholders.

Look around you. Who do you see? You see internal and external stakeholders. People who care about your organization winning.

Generally, you’ll see:

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