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Fundraising Do’s and Don’ts: Email Sharing Strategic Plan

FR_Do's_and_Don'tsI’m continuing with my new, occasional feature of “Do’s vs. Don’ts.” Whenever something arrives in my mailbox that seems a good ‘teaching opportunity,’ my plan is to share it with you. Please let me know if you find it useful!

Today’s example is an email that includes a link to download this organization’s new strategic plan.

I’m a past donor, so I’m assuming that’s why I received it.

Do you think it’s a “Do” or a “Don’t?”

What’s wrong or right with the subject line?

The email arrived with the headline: “Claire, we have big, exciting news to share with you!”

The preview pane continued: “Announcing Opportunity Fund’s bold 5-year strategic plan and a new key partnership…”

  1. Would you open that email?

  2. If yes, why?

  3. If no, why?

I’ll tell you my own thoughts in a moment.  But first…

Strategic Nonprofit Board Recruitment

Passion led us here photoWhen organizations aren’t raising as much money as they need, they’ll often tell me: “We need to recruit new board members.” This is very often true, but it’s only a piece of the puzzle as to why they’re not being more successful with fundraising.

So, if you’re about to embark on some board recruitment, I strongly encourage you to do a little soul searching first so you can embark on your quest strategically.

Not all organizations are the same. In my humble opinion, the best boards are fundraising boards. You may have a self-described “community board” you’d like to evolve to a fundraising board. Or you may be part of a bifurcated organization where there is more than one board with different purposes (e.g., governance; foundation; advocacy), so your part can perhaps afford to be less engaged with fundraising.

Most nonprofits need a board that is a fundraising engine.

For the purposes of this article, I’m going to assume you’re like most nonprofits. This may mean you believe you need to recruit ‘rich people.’ Or already experienced fundraisers. And since you don’t know any of the above, you make these common mistakes:

  1. You keep putting board recruitment and development on the back burner.
  2. You keep recruiting more folks exactly like the ones you already have.

Are you, inadvertently, holding yourself back?

You are if either of the two mistakes above sound like you.  Alas, this won’t help you resolve your fundraising conundrum.

So, let’s begin someplace else. Before beginning recruitment of the WHO for your board, begin by reminding yourself of the WHY.

Why Do You Need Board Members?

Certain skill sets may come to mind first. Such as “we need a lawyer.” But this is only a piece of what you’re looking for, and it’s not the most important piece. You could recruit the most famous lawyer in your community, but if they refuse to use those skills on your behalf – or if the area where you need help is not their area of expertise — this is meaningless.

Begin by answering this question:

Three San Francisco Hearts. Doggy Days. California Street Captive. Benefit for S.F. General Hospital Foundation.

Plan ‘Random(ish) Acts’ of Nonprofit Donor Kindness, Especially Now

Three San Francisco Hearts. Doggy Days. California Street Captive. Benefit for S.F. General Hospital Foundation.

Getting in the spirit of acts of kindness

It’s been a rough decade thus far, beginning with a pandemic out there killing people. And then the hurricanes, fires, floods and earthquakes killing people. Not to mention the genocides, autocracies, global and domestic terrorists killing people. The list, unfortunately, goes inexorably on.

What can your nonprofit organization do to offer a remedy?

Kill ‘ em with kindness.

I’m talking about your supporters, of course.

In order for people to do good they have to feel good.

Seriously, philanthropy takes energy. It takes the ability to step out of one’s day-to-day grind and think about someone, or something, else. And it’s more difficult than usual for folks to find this generous space right now.

You can help.

Make this the true giving season.

I often say “If you want gifts you must give them.”

Maya Angelou says “People will forget what you said, people will forget what you did, but people will never forget how you made them feel.

Let’s talk about what you can give – as nonprofit staff and board members — to create happier supporters.

Notice a lot of folks saying “This has been a bad year?” People can use a bit of cheer.  They’re tired of doom and gloom.

Remember when “random acts of kindness” was a thing? People would buy a coffee for the person behind them in line. Or they’d pay the bridge toll for the next car. Their reward was simply imagining the unexpected delight their gift would give to someone that day. Ever have it happen to you?  Ever try it?

Now’s your chance!

I’d like to suggest practicing some creative planned (seemingly random, but not really) acts of kindness.

Something to bring your donors and volunteers a bit of good cheer. It can be as simple as letting them know what they did to change someone’s life for the better. Or it can be a modest, human gesture showing them how grateful you are for their support. This is something you can have fun with.  And the rewards will be huge, both for you and your donors.

10 Acts of Donor Kindness For Today, and Beyond

December

Last Minute Strategic Year-End Email Appeal Tips

DecemberStudies show one-fifth 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?

Did you know more than 20% of all online giving for the entire year occurs on the last two days of the calendar year? Among digital strategies, email rules. According to M+R’s Benchmarks Study, email was responsible for 15% of all online revenue for nonprofits.  For 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.

How will you best convey your offer?

In a nutshell, you need three things for any fundraising offer:

  1. Problem you’re addressing — made real and relevant to the prospective donor.
  2. Solution you’re proposing to address the problem – with your donor’s help.
  3. Ask showing how the donor can help– the specific purpose and amount of the gift you’re requesting.

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. How to describe the problem.

Master chef creation

Master Chef vs. Line Cook: How Do You Prepare Your Nonprofit Fundraising Plan?

 

I learned something many decades ago that I’ve never forgotten.

When I learned this, it made me very happy.

You see, I was transitioning from an unhappy, short-lived career in law and wasn’t really sure about my next chapter.  Nonprofit work intrigued me, but… was it really a discipline or just something folks “winged?”  How would I know I could be successful?

There weren’t a lot of role models around at the time, and I really didn’t know any other fundraisers.  And there certainly were no articles to “google” online!

So, I enrolled in a week-long course offered by The Fundraising School, then led by founder Hank Rosso (who I call the “Daddy of Fundraising”), which is now part of the Lilly Family School of Philanthropy at Indiana University.

What a revelation! My eyes were opened to the very nature of fundraising. And the essential pre-conditions for fundraising success.

Gala event room

Top Proven Nonprofit Fundraising Event Planning Tips

Gala event room

In my last article I offered a compendium of common sense event planning advice. It centered on the wisdom offered to Alice by the Cheshire Cat when she asked which road she should take:

“Would you tell me, please, which way I ought to go from here?”
“That depends a good deal on where you want to get to,”
said the Cat.
“I don’t much care where–” said Alice.
“Then it doesn’t matter which way you go,” said the Cat.

— Alice in Wonderland

Your direction and goal is important. Once you settle on the goal, then you’re able to pick the best road to take you there.

Hopefully you read the previous article, determined an event was your best strategic option to reach your primary end goal, and now you’re ready to get to work!

What are Some Top Planning Tips to Invite and Ignite?

Do these four things:

1. First you want people to come. 

Clouds and sky

How to Kon Mari Your Nonprofit Work Plan

This year it’s been easy to hoard.

You had all the strategies that worked for you in the past, PLUS you had to add a bunch of new ones when faced with the realities of the pandemic economy.

Then you had to add things to be relevant to supporters who were thinking about a million news stories. You needed to be relevant, and consider your stance on BLM, BIPOC, DEI and a range of political and social justice issues.

The extraordinary times could not be ignored, so strategy got piled upon strategy, got piled upon…

And your nonprofit work plan got super crowded.

Time to clear out some space!

You’re likely wondering if you have to do everything virtually as well as in person. You’re wondering if your messaging needs to change to be more inclusive? You’re wanting to connect with folks in ways they’ve come to expect, and to offer meaningful engagment opportunities, but… where is everything going to fit?!?!

Never fear. Help is here!

What if you were to look at your work plan this year from the KonMari perspective?

If you’ve been living under a rock, Marie Kondo’s KonMari is the art of “tidying up to transform your life.” It’s a popular book that’s become a Netflix sensation, and it may not be your cup of tea, but…

What if, through some simplification and organization, you could transform your life (at least at work) as well as your nonprofit’s life — so all involved felt greater inspiration and even serenity?

You. Can. Do. It.

Alas, I’ve participated in many a planning session, and seldom do I recall – if ever – really focusing first on what we could stop doing to make room for new endeavors.  If this sounds familiar, you’re likely also familiar with the unfortunate consequences.

There are some things that really should not be part of your work plan moving forward. Or, at the very least, they should be pared down. Quite. A. Bit.

Here’s how you know you need, as Marie Kondo might say, to tidy up.

  • Do you try to stuff too much into your work plan and end up doing nothing as well as you’d like?
  • Do you allow daily clutter to crowd your inbox so you’re often responding to the little issues rather than the big ones?
  • Do you keep working on things that no longer have the payoff they once had, causing you to miss out on newer and more cost-effective opportunities?
  • Do you allow inertia to divert your focus towards ‘make work’ transactional stuff that satisfies your need to feel ‘busy,’ while you know it’s not really transformational work?
  • Have you allowed your job to become overloaded with tasks you don’t enjoy, to the point where you feel a bit like a lobster in a pot?

December 2020 calendar page

Last Minute Strategic Year-End Email Appeal Tips

December 2020 calendar pageYou are a philanthropy facilitator. Your job, if you choose to accept it, is to persuade people to act now, during the most giving time of the year.

Studies show nearly one-third of all charitable giving happens in December. 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 between now and December 31st?

Network for Good and True Sense Marketing found a third of all online giving occurs in December, and more than 20% of all online giving for the entire year occurs on the last two days of the calendar year. And, among digital strategies, email rules. According to M+R’s Benchmarks Study, email was responsible for 16% of all online revenue for nonprofits.

For at least the last 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.

How will you best convey your offer?

In a nutshell, you need three things for any fundraising offer:

  1. Problem you’re addressing — made real and relevant to the prospective donor.
  2. Solution you’re proposing to address the problem – with your donor’s help.
  3. Ask showing how the donor can help– the specific purpose and amount of the gift you’re requesting.

1. How to describe the problem.

Chalkboard Menu

What to Put on Your Nonprofit Fundraising Plan Menu

A good fundraising strategic plan, like a menu, should be broken into component parts so it’s easy to wrap your brain around.

With a menu, it might be appetizers, meat entrees, seafood entrees, vegetarian entrees, sides and desserts.

With a fundraising plan, it tends to break down into strategies.

It might be annual giving, major gifts, legacy gifts, foundation grants, business sponsors, events and so forth.

Before you can get to determining your priority strategies, however, you need to do a mini fundraising audit.

When I begin working with a new nonprofit client, I always ask the same three questions.

Master chef creation

Master Chef vs. Line Cook: How Do You Prepare Your Nonprofit Fundraising Plan?

I learned something over three decades ago that I’ve never forgotten.

When I learned this, it made me very happy.

You see, I was transitioning from an unhappy, short-lived career in law and wasn’t really sure about my next chapter.  Nonprofit work intrigued me, but… was it really a discipline or just something folks “winged?”  How would I know I could be successful?

There weren’t a lot of role models around at the time, and I really didn’t know any other fundraisers.  And there certainly were no articles to “google” online!

So, I enrolled in a week-long course offered by The Fundraising School, then led by founder Hank Rosso (who I call the “Daddy of Fundraising), which is now part of the Lily School of Philanthropy at Indiana University.

And my eyes were opened to the very nature of fundraising. And the essential pre-conditions for fundraising success.

Me wearing a mask

Plan ‘Random Acts’ of Nonprofit Donor Kindness, Especially Now

There’s a pandemic out there killing people.

What can your nonprofit organization do to offer a remedy?

Kill ‘ em with kindness.

I’m talking about your supporters, of course.

In order for people to do good they have to feel good.

Seriously, philanthropy takes energy. It takes the ability to step out of one’s day-to-day grind and think about someone, or something, else. And it’s more difficult than usual for folks to find this generous space right now.

You can help.

Make this the giving season.

I often say “If you want gifts you must give them.”

Maya Angelou says “People will forget what you said, people will forget what you did, but people will never forget how you made them feel.

Let’s talk about what you can give – as nonprofit staff and board — to create happier supporters.

Notice a lot of folks saying “2020 is a bad year?” People can use a bit of cheer.  They’re tired of doom and gloom.

Remember when “random acts of kindness” was a thing? People would buy a coffee for the person behind them in line. Or they’d pay the bridge toll for the next car. Their reward was simply imagining the unexpected delight their gift would give to someone that day. Ever have it happen to you?  Ever try it?

Now’s your chance!

I’d like to suggest practicing some creative planned (not random) acts of kindness.

Something to bring your donors and volunteers a bit of good cheer. It can be as simple as letting them know what they did to change someone’s life for the better. Or it can be a modest, human gesture showing them how grateful you are for their support. This is something you can have fun with.  And the rewards will be huge, both for you and your donors.

10 Acts of Donor Kindness For a Pandemic, and Beyond

REVEALED: Best Strategic Advice to Raise Money for Your Nonprofit, Crisis or Not

2020-05-31 16.07.25Is there a best way to raise money?

That question is really at the heart of what most nonprofits want to know.

And recently I was reminded of this when asked a question for a Virtual Summit for Nonprofit Changemakers in which I’m participating in the early Fall. [There will be a ton of useful content presented in this online conference – by 20 of well-respected experts over two days – so please check it out.]

Here’s what I was asked:

What is the best advice you can give to a fundraiser… and does it hold true in times of crisis?

I thought about this long and hard. Because I’ve lots and lots of advice!

But… my best advice?  Hmmn…

And then it came to me.

I recalled a favorite quote.

“If I had an hour to solve a problem I’d spend fifty-five minutes thinking about the problem and five minutes thinking about the solution.”

— Albert Einstein

That’s the advice!

You see, one can’t really pick a best fundraising strategy without first fully describing the reason money is not already flowing in. In other words…

You must identify and define your problem before attempting to solve it.

The time you spend doing so will be well spent. And when it comes to fundraising, worth its weight in gold.

I like to go through an iterative process of asking why, why, why, why…. until I’ve exhausted every question. It looks something like this:

Clouds and sky

To Be or Not to Be: What Goes in This Year’s Nonprofit Work Plan?

I’m wagering you’re too busy.

That means you’ve little space for adding new projects to your work plan for the coming year.

Never fear. Help is here!

First, let’s clear out some space.  

I’ve participated in many a planning session, and seldom do I recall – if ever – really focusing first on what we could stop doing to make room for new endeavors.  If this sounds familiar, you’re likely also familiar with the unfortunate consequences.

There are some things that really should not be part of your work plan moving forward. Or, at the very least, they should be pared down. Quite. A. Bit.

Here’s how you know you need, as Marie Kondo might say, to tidy up.

  • Do you try to stuff too much into your work plan and end up doing nothing as well as you’d like?
  • Do you allow daily clutter to crowd your inbox so you’re often responding to the little issues rather than the big ones?
  • Do you keep working on things that no longer have the payoff they once had, causing you to miss out on newer and more cost-effective opportunities?
  • Do you allow inertia to divert your focus towards ‘make work’ transactional stuff that satisfies your need to feel ‘busy,’ while you know it’s not really transformational work?
  • Have you allowed your job to become overloaded with tasks you don’t enjoy, to the point where you feel a bit like a lobster in a pot?

What if you were to look at your work plan this year from the KonMari perspective?

Treasure Map

Introduction to Strategic Nonprofit Major Gifts Moves Management

Do you want more major donors?

You can have them!

Today we’re going to look at a great tool for building those important relationships with top prospects over time.

And we all know that is what will result in the big gift.

You know how important it is to put a plan in place to build relationships, right?

It’s super-de-duper important if you want to secure major gifts.

I’m talking about “Moves Management.”

Chalkboard Menu

What to Put on Your Nonprofit Fundraising Plan Menu

A good fundraising strategic plan, like a menu, should be broken into component parts so it’s easy to wrap your brain around.

With a menu, it might be appetizers, meat entrees, seafood entrees, vegetarian entrees, sides and desserts.

With a fundraising plan, it tends to break down into strategies. It might be annual giving, major gifts, legacy gifts, grants, events and so forth.

Before you can get to determining your priority strategies, however, you need to do a mini fundraising audit.

When I begin working with a new nonprofit client, I always ask the same three questions.

Treasure Map

Introduction to Strategic Nonprofit Major Gifts Moves Management

Do you want more major donors?

You can have them!

Today we’re going to look at a great tool for building those important relationships with top prospects over time.

And we all know that is what will result in the big gift.

You know how important it is to put a plan in place to build relationships, right?

It’s super-de-duper important if you want to secure major gifts.

I’m talking about “Moves Management.”

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

now_is_the_winter_of_our_discontent_button-p145234050494478834z745k_400.jpg

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…

How to Craft a Nonprofit Board Orientation Strategy

Board orientationPlease don’t leave your new (or old for that matter) board members dangling!

Being a board member is not something we’re generally taught. In fact, it can be a complete mystery. Folks feel proud to have been recruited to join your board, and excited to begin their service, but… what happens next can mean the difference between a fulfilling experience and a disappointing one.

Do you have a board orientation strategy?

I don’t just mean in a dusty handbook somewhere on a shelf or in a file no one can find. I mean a vibrant orientation approach that kicks in the moment your board candidate says “yes” and, subsequently, as soon as they’re voted in by the full board.

Recruitment is just the tip of the iceberg of building an effective board.

It’s an important “tip,” don’t get me wrong. And all too often it’s handled poorly, leading to nothing but problems down the line. One of the most common complaints I hear from nonprofit staff is their board won’t help with fundraising. And the most common reason is the board members tell me: “I wasn’t told I’d have to help with fundraising,” or even worse “I was told I didn’t have to fundraise.

Don’t put yourself in the bait and switch mode.

From the get-go, explain to prospective board members what’s expected of them. All should be involved in some way in giving and getting. Once they sign on, solidify this agreement and their critical role as ambassadors, advocates and askers during the orientation process.

What to Include in a Board Member Orientation

Wanted sign

Fundraiser Job Tips: How to Hire/Get Hired + Top Interview Questions

Wanted signIn my last article I talked about how to pitch yourself for a new job. My focus was on fundraising jobs, but it’s a paradigm you can use for any time you’re trying to make a persuasive case for yourself.

Today I’d like to get to the part where you’ve transitioned from “selling” to the interviewer, and have arrived at the part where they sell to you.  In other words, it’s your turn!

It’s important to prepare for this part of the interview. And, if you happen to be wearing the interviewer hat, you can use these tips to listen for important questions that will tell you a lot about your potential hire.

The Purpose of Question Time

Definitely come prepared with what you want (and need) to know to make a wise, informed decision.  You’ll want to ask about this organization’s history, its programs, its culture (don’t overlook this one!), this position, and the person(s) for whom – and with whom — you’ll be working. Think about what success would look like for you, and probe to assure the pre-conditions to achieve that success are in place.

The interview is as much an opportunity for the candidate to get to know the hirer as it is a chance for them to get to know you. There’s little point in selling yourself for a job you ultimately don’t want and won’t enjoy. Where you’ll just be spinning your wheels. Where you won’t have a chance to grow professionally. Life is too short.

POINT OF PERSPECTIVE: I’ve interviewed a lot of candidates in my day. And, truth be told, if they don’t avail themselves of this opportunity to ask questions I really wonder about them. How can they be so lacking in curiosity? Did they not prepare for this conversation? How are they going to learn things on the job so they don’t just do things the right way, but do the right things? If it’s a front-facing fundraiser position, how are they going to be when faced with the opportunity to build a relationship with a donor?

When I’m in hiring mode, I don’t need a broadcaster as much as a relationship builder. I don’t need someone who boasts ad nauseum about themselves as much as need someone who probes for my interests, needs and challenges. So, if you’re the hirer, listen to see how many of these questions your candidates ask; be prepared to answer these questions.

Top 20 Interview Questions

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!

Hound declaring indepence!

Declare Your Independence Day – Top 12 Strategies to Fight Overload

Hound declaring indepence!

Ready to declare your independence from the pandemic of overloaditis?

It’s a highly contagious epidemic, from which no one is immune.

Are you showing any symptoms?

Consider which of the following are true for you:

I feel like:

  • I’m working all the time, but not getting that much accomplished.
  • I’m working on 10 projects at once, but none get finished.
  • My ‘to-do’ list never gets completed.
  • I’m in meetings all day and don’t have time to work.
  • I bring my laptop to meetings and pretend to take notes while surfing the web.
  • I’m answering email all day and don’t have time to work.
  • I answer email during conference calls and in meetings.
  • I have less and less time to plan, not to mention free time.
  • I have less and less time to learn, not to mention creative time.
  • I can never get to things quickly enough.
  • I sit down at my computer and end up doing something different than I planned.
  • I am eating lunch at my desk, mired in my virtual inbox.
  • I make calls while driving, and even send the occasional text, even though I know I shouldn’t.
  • Vacation? What’s that?

Beware Overloaditis.

If you checked off three or more, you’ve got the disease. 8 or more, we need to rush you to an unplugged vacation. All of the above, you need a sabbatical!

But let’s look at what else you can do to give yourself some needed relief. Right now.

  1. First, don’t be ashamed of this disease. You’re not alone. One study puts the number of people reporting feeling burned out at their current job at 77%!
  2. Second, don’t let yourself become like the proverbial boiling frog. The reason I began this article with a list of overload symptoms is to help you become aware of the signs before, bit by bit, they gradually take over your life.
  3. Third, begin to address the symptoms.  Try to take a view from the balcony and see what your personal modus operandi looks like from up there. Productive? Effective? A good use of your time? If you were advising someone else behaving as you do, what counsel would you offer?

There’s a cure.

And what better time than Independence Day (if you’re in the U.S.A. — otherwise, any day is a good day) to set yourself free?

Seriously, don’t just read this list and toss it aside for later. If you’re overloaded, later seldom comes. Right?

Commit to doing just one of the 11 strategies below in the coming week . Personally, I suggest beginning with #1; most of us fool ourselves on this one. I also really like #2; see if you can do that over the next week or so. And #4 is a really good project to put on your calendar this week for some date in the coming month, making a commitment to decluttering.

Or pick your favorite!

Top Secret to Completing Projects: Balance ‘Done Enough’ with ‘Overdone’

Box of fancy macaronsI’m a huge Seth Godin fan, always in awe of the plethora of wisdom he manages to pack into one pithy post. I save them up, building a collection I can draw upon for inspiration as life, personal and professional, pushes in.

Recently I looked back at What’s in the box? The point of the post is to make us question our quest for perfection and all the needless worrying we put into imagining everything that can possibly go wrong.  Godin encourages us to worry less; just open the box and see what’s in it. Good to consider. Yet this presumes there’s a filled box to be opened.

When we’re in reactive or firefighter mode, we must open the box. The contents must be dealt with, generally with some urgency. So, definitely, perfectionism gets in the way. There’s simply no time for it! But, what about when we’re in proactive mode, building our own projects?

A Greater Challenge Than Opening the Box

Filling and delivering it! This means coming up with useful, delightful, meaningful content your recipient will consider a true gift.  Once you’ve got a nicely filled box — a good gift — it’s time to deliver so the donor’s “feel good” can begin. Alas, this is where the concept of “done enough” vs. “overdone” can rear its ugly head.

Imagine This: You plan to send some cookies to your college sophomore.  You make a batch of gorgeous macarons. Then you worry they’re too fancy. The next day, before putting them in a shipping box, you decide to add some chocolate chip since they’re ‘safe’. The next day you decide, as long as you’re bothering to ship these, you’ll add some brownies and oatmeal because then there’s some to share with roommates. The next day you realize it’s almost Valentine’s Day, so they’ll probably expect some heart-shaped sugar cookies.  Now you’re getting into the “project-ness” of this endeavor, and decide you’ll make a few more kinds so it’ll be a really spectacular presentation! Great fun, yes… but, what has happened to the macarons by the end of the week?

The Old Stuff Gets Stale 

While it’s true sometimes things are not ready for prime time, the reverse is also true. 

Three San Francisco Hearts: Butterflight. Waves of Love. Lady in the Dragon.

7 Top Insights Nonprofits Can Borrow from Management Guru Peter Drucker

Three San Francisco Hearts: Butterflight. Waves of Love. Lady in the Dragon.If you’ve never read management and marketing guru Peter Drucker, you must. I fell in love with him early on in my nonprofit career, and still regularly draw upon his wisdom. It hasn’t aged; he was ahead of his time, and remains a worthy sage for ours.

1. Goals

Perhaps the most important thing I learned from Drucker was you must begin with the “why” question. What is your purpose?

“It is defined by the want the customer satisfies when she buys a product or service.”

You want to think about your purpose both broadly and narrowly. But not so broadly as to only be talking about your category. The fact you’re a human services agency, school, arts organization or environmental charity does not answer the question: “What would happen if you ceased to exist?

Most founders do not wake up one day with the epiphany “I want to start a nonprofit.” They have more explicit goals related to solving specific problems. “I want to provide homeless people with access to showers.” “I want to offer equine therapy to kids with disabilities.” “I want to find a cure for this degenerative disease my kid has.” And so on.

If a customer has no soap to buy, they can’t get clean. If a homeless person has no shower or toilet available, they can’t get clean. Whether the business is for- or non-profit, the sought-after impact is cleanliness – and all the ways being clean makes people feel, think and behave. Goals that answer the “why” question are focused on impact. People don’t buy what you do; they buy why you do it.

Know your existential why — the meaningful impact you want to make — in order to build a plan to reach that goal.

TAKE-AWAY #1:

A goal worth meeting is one other people share. Find out:

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Why are Good Nonprofit Fundraisers Hard to Keep? RESPECT

I can't get no... satisfaction...

I can’t get no…   Oh, I can’t get no…   satisfaction…

Fundraisers report money is the number one reason they leave their jobs [See Part I of this two-part series here]. Hmmn… hmmn… hmmn…

Is it really all about the money?

While I do believe too many fundraisers are underpaid relative to their skill sets and performance, I’ve a hunch it’s not the real chief culprit for fundraiser dissatisfaction. What is?

The real reason fundraisers leave their jobs, and the sector, is very similar to why donors leave you. Today’s article will help you learn both:

  1. how to keep more fundraisers, and
  2. how to satisfy, inspire and retain more donors.

Ready?

I gave you a hint in the title. Yup. It’s what Aretha Franklin famously sang about:

R-E-S-P-E-C-T.

It’s not just respect for fundraisers as individuals that’s lacking. It’s respect for their profession. For what it takes to succeed with development in a nonprofit organization. For what it means to be a part of a team — all working together towards the same goal — and why it’s impossible to succeed without a supportive infrastructure and culture.

And, by the way, donors won’t thrive absent a supportive culture and infrastructure either. They’re looking to be a part of your community, your family, your way of life. If you won’t give them this warm, fuzzy, connected feeling — they’ll find someone else who will.

So what pre-conditions must be in place for fundraising staff, and donors, to want to stay?

How Do You Keep Former Nonprofit Board Members Engaged?

Heart hands

Sustain the positive energy of love and connection

Are you throwing your former board members out like yesterday’s trash?

This may not be your intention, but you’re kind of guilty of this if you don’t continue to (1) let them know how special they are, and (2) build personal relationships with them. After all, one of the foundations of Penelope Burk’s groundbreaking work in Donor-Centered Fundraising is the finding donors want one thing first and foremost: “Show me that you know me.”

Are You Showing Former Board you Know, Love and Feel Specially Connected to Them?

CONSIDER THIS:

  • As board members, they got used to being treated as “insiders.”
  • Now that they’ve stepped off the board, you’re treating them as if they mean less to you.

Every single communication with a former board member should let them know you know who they are.

If you treat them like they’re toast, don’t be surprised when they start sending you little bread crumbs instead of the whole slice – or loaf – they once sent. People want to be appreciated. It’s just human nature. And facilitating philanthropy (the word literally means “love of humankind”) is a very human endeavor.

Don’t stop loving your former board members.

Stop blaming them for stopping to love you. Blaming is a cop out. Instead, look in the mirror and see what part you may be playing in their changed behavior.

SPECIAL TIP: You can apply much of the suggestions in this article to former staff as well.  I often marvel at the hands-off way I’m treated by some of the places where I once worked, sometimes for many years.  Places where I donated too, because I believed in the mission. Now I’m just a “prospect” or “lapsed donor” to them, and the communications I receive come across a bit infantalizing. After all, I know this stuff.  I wrote a lot of this stuff!  It just feels like they’re telling me “since you don’t work here any more, you mean nothing to us.”

Why Former Board Merit Their Own Engagement Strategy

Former board should be one of your top segments for cultivation!

IN A NUTSHELL:

  • They have a deep understanding of your vision, mission and values.
  • For years, they made your nonprofit one of their top philanthropies.
  • They have numerous connections with your cause, including relationships with staff, each other, and even beneficiaries.
  • At one point you were part of their identity and family.
  • You likely have a special place in their heart.
  • They may even have included you in their estate planning!

Don’t stop making beautiful music together! Continue to treat them personally, unless they specifically ask you to stop. Don’t simply relegate them to your impersonal e-news mailings or mass annual appeals. Treat them like major donors and develop a love and loyalty strategy that invites them to stay engaged with you, albeit in a new way.

8 Strategies to Build a Former Board Member Love and Loyalty Strategy

Man running with money

Giving Tuesday: Don’t Take the Money and Run

Man running with money

The absolute worst thing you can do the day after Giving Tuesday is nothing.

As tempting as it is to let out a sigh of relief that it’s over, resist that temptation.

It’s not time to relax yet.

Nothing comes of nothing.

And a huge part of your goal with Giving Tuesday should be to strengthen your bonds with donors.

That’s the real something you’re after.

It’s not just about the money you raise today.

Your goal with any fundraising strategy is to retain and, ultimately, upgrade these transactional donors. The name of the game in the business of sustainable fundraising is lifetime donor value. [Here’s a great book on the topic: Building Donor Loyalty: The Fundraiser’s Guide to Increasing Lifetime Value.]

Run towards, not away.

Treat Giving Tuesday as a Special Event

Like it or not, Giving Tuesday is a ‘special event.’ With all the pre-planning and post event strategies events embrace. And I don’t really like it, which is why I recommend #GratitudeTuesday as an alternative.If you’re on board with a traditional #GT strategy however, you’ll likely put a fair amount of planning, resources and time into this event. This involves the attention of more than one staffer and/or volunteer. And it sucks time away from almost everything else in the week(s) leading up to it.

It can be a real drain.

Your job is to put a stopper in that drain so all your hard work doesn’t simply swirl down the drain and disappear. Would you work super hard to create a delicious soup you simmer over the stove for hours, maybe even days, and then take one little taste before you pour it out and start all over again with a new one? Endless work. And no one really gets to enjoy the meal.

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.

Hands, Heart, Silhouette, Setting Sun

How to Find Your Nonprofit’s Highest Likelihood Major Donors

Hands, Heart, Silhouette, Setting SunIn 5 Indicators for Identifying the Best Potential Donors, a guest post on the Bloomerang blog from Ryan Woroniecki of Donor Search, the key indicators someone might be inclined to support you with a major philanthropic gift are laid out.  These indicators are, in order:

  1. Previous giving to your nonprofit
  2. Giving to other nonprofits
  3. Participation as a foundation trustee
  4. Giving to federal election campaigns
  5. Real estate ownership

One thing is indubitably true: the more you know about people the better you’ll be able to assess, and work with, their likelihood to invest with you philanthropically.

Another thing is also true: not all these indicators are created equal. They’re listed in order of importance above but, for my money, numero uno is far and away the most significant.

We hold these truths to be self-evident

The people most likely to become major donors to your organization are already known to you. You don’t have to do research to find them, or find friends to introduce you or gate-keepers to let you in. You only have to do one simple thing.

Handstand

How to Craft a Nonprofit Board Orientation Strategy

HandstandOrientation matters; otherwise, everything can become unbalanced and out of whack.

Please don’t leave your new (or old for that matter) board members dangling!

Being a board member is not something we’re generally taught. In fact, it can be a complete mystery. Folks feel proud to have been recruited to join your board, and excited to begin their service, but… what happens next can mean the difference between a fulfilling experience and a disappointing one.

Do you have a board orientation strategy?

I don’t just mean in a dusty handbook somewhere on a shelf or in a file no one can find. I mean a vibrant orientation approach that kicks in the moment your board candidate says “yes” and, subsequently, as soon as they’re voted in by the full board.

Recruitment is just the tip of the iceberg of building an effective board.

It’s an important “tip,” don’t get me wrong. And all too often it’s handled poorly, leading to nothing but problems down the line. One of the most common complaints I hear from nonprofit staff is their board won’t help with fundraising. And the most common reason is the board members tell me: “I wasn’t told I’d have to help with fundraising,” or even worse “I was told I didn’t have to fundraise.”  Don’t put yourself in this bait and switch mode.

From the get-go, explain to prospective board members what’s expected of them.

All should be involved in some way in giving and getting. Once they sign on, solidify this agreement and their critical role as ambassadors, advocates and askers during the orientation process. Most board members are good people who genuinely want to help. They just need your support and encouragement along the way.

What to Include in a Board Member Orientation

cigar smoking Groucho

Can You Smoke What’s in Your Major Gift Pipeline

You want a smokin’ major gifts program, don’t you?

Of course you do.  You want to light those babies on fire!

Better put, you want to ignite your donor’s passions, light the fire in their bellies, and help facilitate the type of philanthropy that will be a win/win/win – for you, your donors and the vision your organization seeks to attain.

You can’t do this without;

  • Nurturing a pipeline that lights your donors’ sparks of interest,
  • Fans the flames, and
  • Patiently waits until ignition happens.

Sure, you could just light little fires. Fires that self-extinguish pretty quickly. But these aren’t the fires that will sustain you and keep you warm over the long haul.

That’s why every nonprofit, no matter your size, cause or longevity, needs to build a major gifts pipeline.

Otherwise, you’ll have nothing to smoke!

Want to learn how to stop running on fumes?

Let’s Build Your Major Gifts Pipeline in 10 Steps!

How Do You Keep Former Nonprofit Board Members Engaged?

Heart hands

Sustain the positive energy of love and connection

Are you throwing your former board members out like yesterday’s trash? You are if you don’t continue to build relationships with them and let them know how special they are.

Every single communication with a former board member should let them know you know who they are. One of the foundations of Penelope Burk’s groundbreaking work in Donor-Centered Fundraising is the finding donors want one thing first and foremost: “Show me that you know me.”

If you treat former board members like they’re toast, don’t be surprised when they start sending you little bread crumbs instead of the whole slice – or loaf – they once sent. People want to be appreciated. It’s just human nature.

Stop blaming board members for stopping loving you. Instead, focus on not stopping to love them!

8 Strategies to Build a Former Board Member Love and Loyalty Strategy

Former board should be one of your top segments for cultivation! They have a deep understanding of your vision, mission and values. For years, they made your nonprofit one of their top philanthropies. They may even have included you in their estate planning!

Former board have numerous connections to your cause; don’t lose them! They may have relationships with staff or even beneficiaries. They also have connections with each other. At one point you were part of their identity and family. You likely have a special place in their heart.

Don’t stop making beautiful music together! Continue to treat them personally, unless they specifically ask you to stop. Don’t simply relegate them to your impersonal e-news mailings or mass annual appeals. Treat them like major donors and develop a love and loyalty strategy that invites them to stay engaged with you, albeit in a new way.

10 Strategies to Actively Build Nonprofit Donors Trust

trustTrust defines the credibility and legitimacy not only of your organization, but of the entire social benefit sector. Yet too few organizations make the effort to operationalize this construct into their fundraising and marketing planning.

You should.

Without donor trust and confidence in philanthropy there’s no future for social benefit organizations.

Donor retention guru Professor Adrian Sargeant has spent 20+ years researching the relationship between trust, philanthropy and continued donor commitment. And he has found, unequivocally, that trust is the essential foundation of the philanthropic relationship.

Ignore this at your peril.

Actively Build Donor Trust

The Donor’s Bill of Rights is a great starting point.  But simply using it as a checklist is not enough.  Too transactional. I encourage you to go above and beyond. Because the best predictor of future giving is when people feel good.

You can make giving to you a transformational experience. How? By actualizing what you learn here into a series of multi-step plans for:

  1. Gift Acknowledgement that Satisfies Donors
  2. Donor-Centered Communications that Instill Happiness
  3. Useful Content Marketing that Offers Gifts
  4. Consistent Branding that Instills Confidence
  5. Relationship Fundraising that Creates Meaning and Builds Loyalty

If you take these five steps, I can guarantee you’ll steadily build trust and make donors happy. What I’d like to do now is break these steps down into 10 action strategies. They may seem simple, and they are. But honestly ask yourself if you really do these things? I’m going to guess you could do better. So please read these with an eye to what you might do to make your donor retention plan – what I prefer to call a “donor love and loyalty plan” – more vigorous.

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.

Meeting over coffee

Improve Major Donor Fundraising to Grab a Larger Piece of Philanthropy Pie

meringue pieIf 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!

A shorter way to say this is: Meet with donors. Listen to donors. Ask donors. Thank donors.

See — it’s simple!

It’s definitely not rocket science. 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 the upcoming Certification Course for Major Gift Fundraisers. Use my exclusive Clairification School discount CODE Early10CA to save. 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!

calendar

9 Things Your Nonprofit Needs to Know About Monthly Donations

It’s the time of year when nonprofits are evaluating their recent fundraising results and making plans to bring in more contributions in the coming year. But… how?

What will move the needle for you this year?

This question came up in a recent call I was on, and the subject turned to this organization’s monthly giving program. It was doing okay, but they weren’t persuaded it was worth the time and effort compared with focusing on major donors. What I tried to tell them was that many monthly donors are major donors or major or legacy donors in waiting!

If you’re not thinking about your monthly donor program this way, this year is your opportunity to reframe how you think about it.

CONSIDER THIS: A $50 monthly donor is a $600 donor. A $100 monthly donor is a $1,200 donor. PLUS… monthly donors are exceedingly loyal. One-time donors renew, on average, at a rate of 45%. Monthly donors renew, on average, at a rate of nearly 90%. And the fact they give consistently over time means they truly identify with your charity. You are so important to them you are like one of their children to whom they give a monthly allowance! So there’s a good chance they may also leave you a legacy gift.  Wouldn’t it make sense to double down this year to try to grow and cultivate more of these loyal supporters?

On my recent call with the charity feeling uncertain about how much resources to devote to monthly giving, I remembered this conversation I had a few years back with expert, Bill Sayre, CEO of Merkle RMG. Since he works with hundreds of organizations to help them build and manage their sustainer programs, I’d asked him to give me his thoughts on what you can do to begin and/or better manage your monthly giving program.

Chances are you already have some sort of monthly sustainer program.  But… is it the best it can be?  Could it do more heavy lifting for you?

Today I’m re-running this article in the hopes it will help you plan for the year ahead. You’ll learn not only why monthly donor programs are a good idea, but how you can put management systems in place, grow your revenue, keep donors happy and maximize return on your investment.

FAQs in magnifying glass

How to Supercharge Your Nonprofit Major Gift Fundraising Strategy: 10 FAQs

FAQs in magnifying glassIf I had to tell you what you need to do to succeed with major gift fundraising in one short paragraph it would be this:

Identify prospects. Qualify them so you know they want to build a deeper relationship with you. Cultivate them. Visit with them. Listen to them. Ask them for something specific that resonates with their passions. Steward their gift. Communicate the impact of their gift, more than once, to cement the relationship and make them feel like the hero they are.

It’s definitely not rocket science. It’s just not something most of us are taught.  Ultimately, success depends on doing the right things the right way. Once you know what is required, success comes from good old hard work. Satisfying and rewarding work. It’s a type of work anyone can learn to do. [If you want to learn, please sign up for the upcoming Certification Course for Major Gift Fundraisers that begins January 25th. It may be the most important investment you make all year. Just one major gift will more than cover the cost].

Over my 39 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 some of my best words of wisdom, and also answer some of the questions folks tend to ask me frequently.

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!

Nonprofit Major Gift Fundraising Strategy: 10 FAQs

1. What is the board’s role in major gift fundraising?

Sign expressing values

Bottom Line: Philanthropy Culture Improves Fundraising

“Philanthropic culture is a key driver of fundraising performance.”

Adrian Sargent, Institute for Sustainable Philanthropy

Is a culture of philanthropy just something that’s ‘nice’ to have? Does it simply make people feel good? Or might it actually affect your bottom line – making it ‘necessary?’

I know I’ve worked with organizations who looked at the notion of developing a philanthropy culture a bit like doing staff morale building or sensitivity training. It certainly sounds good, and who can argue with reports from pioneering organizations like the Walter and Evelyn Haas Jr. Fund (see Underdeveloped, Beyond Fundraising: What Does it Mean to Build a Culture of Philanthropy, and Fundraising Bright Spots) and Sea Change Strategies (see Inside-Out Fundraising) that embracing a culture of philanthropy (COP) will bring all sorts of benefits, including recruitment and retention of talent, stronger development plans and infrastructure, a better understanding of the board role in fundraising and a shared understanding of the importance of fundraising across functional siloes.

“As a sector, we need to elevate the importance of fund development as a leadership issue, invest in a stronger talent pool, and strengthen the ability of nonprofits to develop the systems that enable fundraising success.”

Jeanne Bell, CEO of CompassPoint, co-author of Underdeveloped

“Generally, a culture of philanthropy is one in which everyone—board, staff and CEO—has a part to play in raising resources for the organization. It’s about relationships, not just money. It’s as much about keeping donors as acquiring new ones and seeing them as having more than just money to bring to the table. And it’s a culture in which fund development is a valued and mission aligned component of everything the organization does.”

Cynthia Gibson, author, Beyond Fundraising

“Without tackling internal issues head-on, we believe the prospects for major fundraising progress are limited. In most organizations, fundraising is limited more by organizational culture and structure than by lack of strategic or tactical know-how.”

Alia McKee and Mark Rovner, Founders, Sea Change Strategies

Despite the impressive research that’s been done showing the value of a philanthropic culture, too many nonprofits have simply assumed they had one by virtue of merely existing within the social benefit sector. Or even if they understood achieving a true COP took work, they just never moved this from the back burner to the front.

“Many charities are so wrapped up in the process of doing – delivering, raising income, adapting to the panoply of changing circumstances that can radically alter day to day activity – that establishing a truly philanthropic culture might not be high on the list of priorities.”

Adrian Sargent, Institute for Sustainable Philanthropy

It’s Time for a Change

Two bears wearing face coverings

10 Top Nonprofit Strategies to Get Through this Crisis

The times we’re in are extraordinary, and ‘business as usual’ isn’t.  Having strong coping skills today are truly important. As is being more thoughtful and strategic than usual, because you can’t rely on the ‘normal’ playbook.

I recently happened on a thoughtful article I want to share from the University of Colorado, Something for Everyone: 25 Tips to Get Through Your Day. I’ve selected what I believe are the Top Ten Tips for nonprofits.

Use these tips to help you make the most of this time into which we’ve been thrust. See if you find anything that speaks to you. Apply to both your personal and professional life to the extent you can. I’m quoting from the author in the highlighted segments, and following with a number of targeted fundraising and donor communication strategies you may want to consider.

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LEAP Day Resolution: New Nonprofit Board Leadership Model

Tomorrow is “leap day” — that little something extra we’re given every four years, just to slow things down a bit and make February last a bit longer.

Leap day has something in common with nonprofit boards of directors — that little something extra we’re given — volunteers put in charge of the business; something that sometimes has an unfortunate tendency to slow things down and make decision-making take a lot, lot longer than it should.

Sound familiar?

Work in a nonprofit organization for any period of time, and you’re likely to hear yourself or someone else complain:

” My board is driving me nuts! 

When asked by BoardSource, more than 1,000 nonprofit leaders gave nonprofits boards a “B-minus” grade in overall performance. Almost a third of nonprofit CEOs reported being unhappy with their boards’ support of them in their role as leader, and many of these folks were considering leaving their positions.  When it comes to community relations and fundraising, CEOs rated their board members even worse — giving them a C!  This is barely a passing grade.

Fundraising Do's & Don'ts logo

Fundraising Don’ts vs. Do’s: Year-End Donor Retention Email

Fundraising Do's & Don'ts logoI’m continuing with my occasional “Do’s vs. Don’ts” feature which I began last spring.  I promised whenever something arrives in my mailbox that seems a good ‘teaching opportunity,’ I would share it with you. I hope you find this timely example useful for your year-end fundraising ‘clean-up!’

Clean-up?  Yes. That’s exactly what I want you to do right now.

Get. Everything. In. Order.

Tie up loose ends so you assure nothing slips through the cracks before the calendar year closes.

Take a look at all your sources of support last year.

Who’s given this year already?  Who hasn’t?

Important: Don’t let any of last year’s donors lapse!

Group boosting the team effort

Easy Ways to Boost Your Nonprofit’s Monthly Giving

Group boosting the team effortDo you have monthly donors, or a monthly donor program?

If you don’t have a program, you’re likely leaving monthly donors on the table.

This is hurting your bottom line because, on balance, the net value of a monthly donor to you is more than that of a one-time donor.

So let’s look at how to turn your handful of monthly donors into a full-fledged program.

1. Begin with Proactive Strategies

If what you have right now is simply a checkoff box on your remit piece or donation landing page, you’ve got a passive strategy.

In other words, if donors don’t know why you want them to give a monthly gift there’s nothing to persuade them to check this box. Try to get inside the donor’s head and imagine what they’re thinking. It could be any of the following:

Jar of penny coins

ONE Amazingly Simple Smart Fundraising Strategy

 

Invest more.

That’s it.

It’s simple. And it works.

You see, penny-wise fundraising may seem smart.  You may pat yourself on the back for working “lean and mean.” But, in actuality, lean and mean is the antithesis of how a nonprofit becomes successful.

Penny-wise fundraising ends up being nothing more than mean.

  • Mean to the people to whom you pay pauper’s wages.
  • Mean to the staff you overwork.
  • Mean to the volunteers you burn out.
  • Mean to the clients you can’t afford to help.
  • Mean to the donors to whom you’re unable to offer satisfying philanthropic investment opportunities.
  • Mean to the community you can’t afford to serve.

Penny-wise fundraising takes you down exactly the wrong pathway.

You May Think You’re Being Smart, But You’re Not

Penny-wise fundraising reveals an underlying attitude fundraising is a “necessary evil.’  So… why not invest as little as possible in it?

Sadly, this approach to fundraising is doomed to failure.

Museum painting of woman perhaps not living to her potential?

Are You Failing to Achieve Your Nonprofit Fundraising Potential?

Too often, fundraising is relegated to an administrative function rather than a mission-central function.  It’s viewed as a ‘necessary evil.’ As a result, either no one embraces it as central to their job description, or someone is hired and shunted off to a corner to do the ‘dirty work.’

Others don’t necessarily feel a need to cooperate or support the fundraising effort. It’s ancillary, not primary.

In fact, I’ll often hear executive directors or board members tell me, with some pride and a soupçon of defensiveness: “We can’t spend money on development staff right now; anything extra we have must go into the mission!”

As if fundraising doesn’t support the mission?  Seriously, that’s the entire purpose of what nonprofits call ‘development’ (aka fundraising and marketing). It derives its purpose from ends served. It’s never an end in itself.

What this so-called ‘mission first’ logic fails to acknowledge is that everyone associated with your nonprofit is guided by a ‘mission first’ philosophy and has a collective stake in your nonprofit’s survival.

And for most nonprofits, survival – or at least some level of mutually desired success – depends on philanthropy.

When fundraising is treated as an afterthought, relegated to the development committee, or delegated to the development director, it disenfranchises a huge segment of folks who care about sustaining the cause. This means you’ll leave money on the table and fail to realize your mission potential.

It takes a dedicated village to generate sustainable, meaningful philanthropy.

I’ve found four ways nonprofits don’t wholeheartedly commit to fundraising. They all have to do with typical priorities that aren’t standing them in good stead.