Making an application list

8-Step Annual Fundraising Appeal Self-Test – Part 2

Making an application listFundamentals are important!  Before writing your appeal, it’s good to remind yourself of the basics to make sure you’ve got all bases covered. Look at the elements you want to include; make sure you’re applying them. In this two-part series, I’m calling out eight appeal writing fundamentals. In Part 1 we looked at the first four:

    1. You
    2. Easy
    3. Welcome
    4. Heart-awakening

Today we continue with four more.

    1. Best Self
    2. Uplift
    3. Unconditional Love
    4. Urgency

Let’s get started!

5. BEST SELF

What if part of the reason our sector has so little understanding of our supporters is because we think we’ve done the work of understanding by slapping the activist, volunteer, donor (insert other generic label here) on people?

Kevin Shulman, Founder, DonorVoice

Donors have their own sense of identity; they’re people first. Trying to categorize them neatly into donor “personas” (e.g., “Wanda Widow,” “Busby Business Man,” “Suzy Soccer Mom,)” doesn’t work nearly as well as helping them express their best self or selves.

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. 

Awesome/Less Awesome Sandwich Board

Key Strategies to Praise, Recognize and Give Meaningful Work Feedback

Awesome/Less Awesome Sandwich BoardI confess this is something I struggled with in my 30 years as a manager.

I had a boss who excelled at pinpointing weaknesses, and I learned a lot from her. [Plus, my mother was pretty good at this too – but we don’t have all day here.]

Ironically, this same boss told me ad infinitum (whenever I wanted to give someone a raise), that money didn’t really motivate people. All sorts of other things mattered more, including work environment.

At the time, I didn’t really believe this. I was constantly advocating for well-deserved raises because I thought it was the best gift I had to offer. And, by golly, it seemed like the right and fair thing to do! She told me resources were limited, and the satisfaction from a raise is fleeting, compared with things like greater authority, autonomy, praise and recognition.

You know what? She was right about what is most meaningful to employees in a workplace.

Because as much as the people who worked for me enjoyed a good raise, they complained a lot more about lack of advancement opportunity, responsibility without authority, a top-down infrastructure, lack of job fit, unrealistically high expectations, shortage of support and an overall stressful work environment.

If money is really bad, of course, it will get in the way.  However, it’s worth noting money is only fourth among the top five reasons people cite for leaving a job. In fact, the preponderance of research into the value of money as a motivator notes it is a motivator up to a certain point; once folks reach that level, more money has a negligible impact on their satisfaction.

[Background: I was fortunate during my career not to work at places where folks were expected to buy into the “starvation cycle” mentality and live below minimum wage. Where I worked, people generally were fairly and well-compensated. Sure, they’d likely tell you they wanted more money.  But this was not the reason they left.]

“In a nutshell: money does not buy engagement.”

Tomas Chamorro-Premuzic, author, Why Do So Many Incompetent Men Become Leaders? (and How to Fix It)

Employee engagement is a product of overall work environment (culture) and specific management support (feedback, praise and recognition).

Begin with an Engaging Work Environment

A huge part of what employees will describe as “work environment” has to do with meaningful engagement, or lack thereof. And there are two ways to promote this engagement:

  1. Develop a broad, organizational culture of philanthropy [See here, here, here and here.]
  2. Develop a feedback system incorporating authentic praise, recognition and focus on strengths, not weaknesses.

I talk a lot about the former. Today I’d like to hone in on the latter.

Because… for engagement to stick, the two types must go hand-in-hand.

In fact, research reveals

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?

Aware man

Do you wish you had a dime for…

… every time a nonprofit board or staff member told you “We’re the best kept secret in town; if people knew what we do, they’d give to support us.”

Nonprofits tell me this all the time! If I had all those dimes, I could make a nice contribution to your cause.  And I would, if…

  • You endeavored to learn a little bit about me,
  • You engaged me personally,
  • You discovered my values match yours,
  • You offered me opportunities to connect with your mission and supporters that involved something other than money,
  • You showed me you knew what most engaged my passions, and
  • Then you asked me for a gift!

You see, merely “building awareness” will not ipso facto raise more money for your cause.

Just because I care about something, and somehow learn you are involved in doing something about that thing, doesn’t mean I’m going to support you financially.

Why should I?  There are a lot of good causes out there, and making a decision to invest in you is something I need to act on.

I’m busy.  I’m overloaded with information. And inertia is just too powerful a force.

You’ve got to do better than just hope I’ll stumble upon your website, see your social media post, hear about you on the news, or even open your direct email if you want me to really sit up, pay attention, and actively engage.

Especially if you want me to engage as a philanthropist.

Two people hanging out together

Getting to Know You

Two people hanging out togetherTRUTH BOMB:

The key to successful fundraising is knowing your donors.

If you don’t know them, you can’t nurture them.

If you don’t nurture them, they won’t grow.

Simply staring at your bare patch of land waiting for flowers to sprout and blossom doesn’t work 99% of the time.

Why are you waiting to ‘get lucky’ the winds will just blow some seeds your way?

Likely, this won’t happen.

Even if it does happen, the seeds may not take root and grow.

Unless you do something to help them along.

In fundraising, the best way to nourish supporters is to know them better.

So you can give them what they explicitly need, not what you think they need.

You need to engage in “getting to know you” activities so you’re basing your work on knowledge, not just opinion.

Why Don’t Fundraisers Reach Out to Get to Know Donors Better?

There are all sorts of excuses.

Many come from a sense of ‘donors’ being primarily identified that way, rather than as the complex people they truly are. Staff are often afraid of, or at least uncomfortable with, ‘donors.’ Even many volunteers, who aren’t major philanthropists themselves, feel this way.

Have you ever heard (or felt):

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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!

Frame in front of ocean view

Reframe Fundraising: Responsibility, Privilege and Opportunity

Frame in front of ocean view Fundraising is too often seen, at best, as a ‘necessary evil.’

When viewed this way, folks – staff and volunteers alike – understandably prefer not to touch it with a 10-foot pole. Who wants to place themselves on the side of ‘evil?’

Yipes stripes!

But that’s not what fundraising is at all.

The tagline for my business, Clairification, is “philanthropy, not fundraising.” I often talk to folks about how the word philanthropy comes from the Greek and translates into “love of humankind.”  Nothing evil about that!

In fact, if you ask folks to throw out the first word that comes to mind when you say ‘fundraising,’ and then ask them to do the same when you say ‘philanthropy,’ you’ll see it breaks down pretty neatly between good and evil.

Why it’s Important to Reframe Fundraising

If you’re coming at fundraising from the perspective of ‘necessary evil’ or ‘no pain, no gain,’ you’re never going to be effective. Especially when it comes to asking individuals, one-to-one, for passionate gifts.

As long as you hate it, donors will be able to tell you hate it. I call this wallowing in the pain. Never a good approach. Distaste for asking begets distaste for giving.  It’s done grudgingly, not passionately.

When donors can sense you’d rather be doing anything else than asking them for a gift, guess what happens?  They follow your lead!  In other words, they feel they’d rather be doing anything else than making a gift.

But there’s more to reframing fundraising so it’s seen as a really, truly good thing.

I like to reframe it thusly:

  • It’s a responsibility.
  • It’s a privilege.
  • It’s an opportunity.

Fundraising is a Responsibility

If you’re fortunate enough to be a successful nonprofit, this means you’re helping solve some of the world’s most pressing problems.

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.

Donor screening call

Donors Screening Calls? 12 Strategies to Stop Being Defeatist.

Donor screening callHave you ever made a phone call hoping to talk with someone, but instead reached voice mail?

Of course you have!

Does that mean you don’t ever make phone calls?

Of course not!

What do you do?

You leave a message and ask the person to call, email or text you back.

Sometimes they do, sometimes they don’t.

But at least they know you reached out to them. If they want to connect with you, they now have an invitation to do so. And if they know you, and like you, they’re very likely to return your call.

Donors know you. They like you. Otherwise they wouldn’t have made a gift to you.

So why are you, or your board members, so afraid to pick up the phone to thank them?

All the time nonprofits tell me “Asking our board members to make thank you calls won’t work, because people screen their calls these days; they won’t pick up.”

Sometimes they will, sometimes they won’t.

Either way, you’ll have accomplished something important merely by proactively reaching out.

Stop worrying about how your donors will or won’t behave. Instead, worry about how you’re behaving. Or not.

Don’t donors deserve thank you calls?

Of course they do!

Penelope Burk, author of Donor-Centered Fundraising, found 91% of donors said this is their number one preferred method of recognition.

Thank you phone calls, IMHO, are the number one underutilized strategy in your fundraising toolkit.

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.

Truth: newspaper headline

Fundamental Fundraising Truths: Yesterday, Today, Tomorrow

Truth: newspaper headlineThe Lilly Family School of Philanthropy projects total giving will grow by an estimated 4.1% in 2021. So you can’t use the pandemic as an excuse for raising less money in the year ahead.

Nor should you ever adopt a sky-is-falling stance of “we can’t compete in this environment, so let’s lower expectations and cut back.”

Did your organization cut back on development expenses last year?  Did you lay off fundraising and marketing staff? Did you send fewer appeals?

If you did, chances are you didn’t tell, and sell, your case for support.

At least not as effectively as possible.

That’s a sure-fire recipe for raising less money than you could or should.

Here are three evergreen, fundamental fundraising truths:

1. It Costs Money to Make Money

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What Causes so Many Fundraisers to Leave their Jobs?

Fundraisers report money is the number one reason they leave their jobs. While I do believe too many fundraisers are underpaid relative to their skill sets and performance, I’ve a strong hunch it’s not the real chief culprit for fundraiser dissatisfaction.

What is causing so many fundraisers to leave their jobs? Or leave the nonprofit field entirely?

Support. Culture. Infrastructure.

Or, to be specific, the lack thereof.

  • Too little support.
  • Toxic culture.
  • No organizational infrastructure to facilitate philanthropy.

Alas, in interview after interview with fundraisers working in the trenches, I find these essential components of a productive and joyful work environment sorely lacking. This situation doesn’t usually arise out of malice. It’s born of a desperate lack of understanding about what it takes to manage people well. Of course, that’s a topic unto itself. But there’s something else that happens with people hired to work as development staff. And that’s what I want to address here.

Heart graffiti

How to Help Donors Give Astutely Before Year-End

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

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

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

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

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

The Genuine Job of the Philanthropy Facilitator

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

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

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

How Humanity and Trust Supercharge Nonprofit Fundraising

"Doing the right thing isn't always easy" storefront artEveryone is saying it.

Just about daily.

“These aren’t ordinary times.”

We’re living in the face of a firehose of breaking news, and most of it is pretty difficult to digest. Let alone know how to face, handle and get through it with safety and sanity intact.

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

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

We want to come from a donor-centered and community-centered place, but… what exactly might that be in this extraordinary time?

“We’re not only longing for the normal that was – we’re grieving losses yet unaddressed and ignoring some of the most obvious. I know for sure: if we don’t find a way to consciously engage with our losses, when this pandemic is finally over, the soul of our country will still be locked down”

– Oprah Winfrey

I’ve been thinking a lot about what the world most needs right now.

I think it’s humanity and trust.

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

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

‘Philanthropy’ means ‘love of humanity’. Yet today it sometimes seems all we’re hearing and seeing is hatred of humanity. Us and them. Insiders and outsiders. Democrats and Republicans. Left and right. Young and old. Good and evil. I could go on…

There’s a better way.

Not Today Covid 19

Anatomy of a Coronavirus Nonprofit Email + Thank You

Not Today Covid 19Last week I shared a number of real-life examples from innovative nonprofits taking creative steps to connect meaningfully to their supporters during these trying times. While staying connected, some organizations are succeeding in stepping up both their marketing and fundraising communications to the next level.

Sometimes this means virtual events, online conference calls and hang-outs and, yes, asking for the philanthropy needed to respond to urgent needs and stay in business for the longer haul.

I promised today I’d share an example of a straight-up email appeal.  Actually, it’s more than an appeal.

Because every communication you have with folks today must be more than business as usual.

It’s got to be empathic.

Let’s face it. All folks are thinking about today is coronavirus. If you ignore this fact, you’ll come across as out of touch and even insensitive. So begin every communication with some acknowledgement of what people are going through. Not just you. Them.

Check in with people and ask them how they’re doing.  This is actually always a good way to begin. We do it more in our personal lives (oddly, particularly with strangers).  You ask the clerk at the counter “How’s it going?” You leave the store saying “Have a nice day.” In fact, one of the hallmarks of a culture of philanthropy is you’ll find staff always asking each other “How can I help you today?” [See “Fundraising Bright Spots”]

Silver lining of this pandemic? Rediscover the power of empathy.  Take this opportunity to connect the dots between the problem you lay out and the solution with which the donor can be helpful. This is solid, basic fundraising – the way it should always be practiced but too often is not.  Use this opportunity to be better.

It’s got to be innovative.

Remember, this is not ‘business as usual.’ Already every nonprofit and their dog are sending out messages related to this crisis.  What will get your messages to stand out? Lots of things come to mind, including great subject headlines, compelling images and graphics, engaging stories and an authentic tone. All the basics apply.

Practice solid fundraising, of course, but try to add in a little bit of something extra. Novelty. Fun. Inspiration. Prayer. Social action.  Whatever is best suited to your particular brand and community.

Silver lining of this pandemic? Many of your familiar, tired strategies were probably due for a change anyway. This is an opportunity to reject the status quo, develop new skills and consider fresh initiatives that may, ultimately, serve you far better than the ones you’ve been using.

TIME TO SHARE AN EMAIL EXAMPLE: APPEAL PLUS

scrabble tiles: fake news

FAKE Nonprofit News: 6 Fundraising Untruths

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

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

But there’s a fix!

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

Why?

A disinformation campaign is unconsciously being waged by leaders who:

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

Oh, dear. Guess what?

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

You get out of it what you put into it. And… the truth shall set you free!

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

Question mark of people

How Jargon Destroys Nonprofit Fundraising & Marketing

I hate jargon. With a passion.

Hate it. Hate it. Hate it.

Just. Can’t. Stand. It!

Yes, I guess you could call it a pet peeve.

But, really, why would you ever use jargon if you wanted to truly communicate with someone?

Just check out the definition:

“language used by a particular group of people, especially in their work, and which most other people do not understand”

— Cambridge dictionary.

Jargon = Failure to Communicate

When you talk to people in words they don’t understand, really, what’s the point?

Are you just trying to make yourself look smart?

Because, trust me, that’s not how it comes across.

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Partner to Solve Social Problems; Stop Acting in Silos

Ask someone on the street if there are too many nonprofits addressing the same causes. Most likely, you’ll get a resounding “yes.”

When there’s a crisis, folks are confused as to which relief agency they should give their money. When a friend is diagnosed with cancer, they aren’t sure which organization will make the best use of their donation.

This confusion leads to “drop in the bucket” donations. Folks want to at least doing something, but don’t want to risk throwing their hard-earned money into a black hole.

This behavior stifles the entire nonprofit sector. Folks don’t trust their philanthropy will be effectively stewarded, so don’t give as much as they could. Even worse, folks with track records of investing — philanthropic (aka “social”) entrepreneurs — sit on the sidelines waiting.

Waiting for what?

Waiting for the social benefit sector to do something that, up until now, it has not done well. 

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.

Beware of a Half-Truth; It May Be the Wrong Half

How do you get to the heart of what’s true and meaningful to your constituents?

It’s very easy. It’s also very difficult.

The easy part is simply to listen. As the old adage goes, “you have two ears and one mouth; use them in that proportion.” Sadly, that’s also the difficult part. Because, too often, we think we know more than we do. So we don’t look too closely. We make a lot of assumptions. And assumptions lead to a closed door.

Too often we don’t genuinely invite response or commentary. So there is nothing for us to listen to. Opinion frequently trumps knowledge.  We say “I know what our donors think and care about better than anyone.” Or the boss says “This is the way it’s going to happen. Period.”

Too often those around us let us get away with this sloppy, self-validating approach.

If you think this may be happening at your organization, read on to see why this can be so damaging to your long-term success.

Why Creating Donor Engagement Opportunities Boosts Fundraising

I wish I had a dime for every time a nonprofit board or staff member told me “We’re the best kept secret in town; if people knew what we do, they’d give to support us.”

If I had all those dimes, I could make a nice contribution to your cause.  That is, if…

  • You endeavored to learn a little bit about me,
  • You engaged me personally,
  • Then you asked me.

You see, merely “building awareness” will not ipso facto raise more money for your cause.

Just because I care about something, and somehow learn you are involved in doing something about that thing, doesn’t mean I’m going to support you financially.

Why should I?  There are a lot of good causes out there, and making a decision to invest in you is something I need to act on.

I’m busy.  I’m overloaded with information. And inertia is just too powerful a force.

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Are You Leading Your Nonprofit Backwards?

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

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

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

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

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

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

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Why Would a Donor Give to Your Charity?

People do not give to the most urgent needs, but rather they support causes that mean something to them.”

This is the finding from a report done by the Centre for Charitable Giving and Philanthropy at the University of Kent: “How Donor Choose Charities.”  They begin their study from the widely-accepted premise that charities exist primarily to help needy people and the desire to meet needs is a key criterion in the selection of charitable beneficiaries. Interviews with committed donors found this was not the reason they gave. In brief, the study concludes:

Giving and philanthropy have always been supply-led rather than demand-driven: the freedom to distribute as much as one wants, to whom one chooses, is what distinguishes giving from paying tax. Yet the methods used to encourage donations tend to assume that philanthropy depends on objective assessments of need rather than on donors’ enthusiasms. The tendency to overestimate the extent to which people act as rational agents results in fundraising literature that often focuses on the dimensions and urgency of the problem for which funding is sought. The assumption underlying this approach is that donations are distributed in relation to evidence of neediness, when in fact much giving could be described as ‘taste-based’ rather than ‘needs-based’.

If there was ever a time to commit to finding out more about the folks on your mailing list so you know what floats their boats, this report indicates that time is decidedly NOW. Otherwise, you’re just ‘spraying and praying’ as you buy into the conceit that “if only” folks knew about the need we address they would give.  Because they “should.” That’s not why folks give.

In fact, the study cites four criteria that influenced donor decision making, and they are not based on meeting your or your clients’ needs.

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4 Nonprofit Strategies to Build Donor Trust & Lasting Relationships

Trust is the foundation of all lasting relationships.

If you don’t build trust, or if somehow you manage to destroy it, you’re going to lose your donor.

Sadly, this happens more often than not.  By now you’re likely familiar with the stats on donor retention from the Fundraising Effectiveness Project.  Only 23% of first-time donors renew. Only 46% of all donors, new plus ongoing, renew.

If you want to improve on these retention rates (and you definitely can!), I’m going to suggest you develop a plan to build trust.

Trust is built not simply by what you say, but by what you do.  Not just once, but consistently over time.

Is Your Nonprofit Floating or Sailing?

A sailboat without a sail might float.

For a long time, in fact.

But without a sail, it can’t go anywhere, can’t fulfill its function.

Floating is insufficient.

– Seth Godin

For you to ask and answer

  1. Is your nonprofit floating, or sailing?
  2. Are your development efforts floating, or sailing?
  3. Are your marketing communications efforts floating, or sailing?

These are serious questions that deserve your serious consideration.

So… take a moment right now to answer these three questions for yourself.

Go ahead.

Put an “F” or an “S” next to each one of these.

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6 Ways to Create a Superior Nonprofit Donor Experience

customer experience

Are you aware that one of the hottest things in for-profit management over the past 5 – 10 years or so is “customer experience?” There’s an entire industry that’s grown up around it.

It’s something that goes beyond customer service.

Customer service is to an outbound marketing world what customer experience is to an inbound marketing world. The former you do to your constituents; the latter you do with them.

You may be asking why this is important.

Post digital revolution, nonprofits must adapt to the realities of inbound marketing. The way people find and engage with you in a constantly connected, networked marketplace has changed. Your constituencies crave interaction. And meaning. And, gosh darn it, they want you to make them feel good!

They want a full-bore, positive experience with you.

Fail to deliver?  They’ll go elsewhere. 

Use the 'Seven is Heaven' priorities on your pathway to passionate philanthropy in 2017 - and beyond!

7 Powerful Nonprofit Opportunities: Your Path to Success in 2017 (Pt.2)

Last week I gave you my top priorities for nonprofit success in 2017: “Seven is Heaven.”  I suggested you focus on each of these with written plans in the year ahead, and that you persist in improving your mastery in each area.

If you embrace these priorities, I’ve little doubt you’ll see greater success in generating the contributions your nonprofit needs to fulfill your mission this year — and in the years to come.

  1. Create Compelling Annual Giving Offers
  2. Master Integrated Online Social Fundraising
  3. Master Major & Legacy Giving
  4. Master Donor Retention
  5. Master Donor-Centered Content Marketing
  6. Embrace Sustainable Business Leadership
  7. Shift to an Organization-wide Culture of Philanthropy

Last week, in Part 1, we covered the first four priority areas.  Today we focus on the final three areas.

Use the 'Seven is Heaven' priorities on your pathway to passionate philanthropy in 2017 - and beyond!

7 Powerful Nonprofit Opportunities: Your Path to Success in 2017 (Pt.1)

Last year if you followed me, I gave you 5 priorities for success in 2016. I called them “Dive the Five.”  This year, I’ve expanded my thinking a bit. ‘SEVEN IS HEAVEN.’ Create Compelling Annual Giving Offers Master Integrated On Social Fundraising Master Major & Legacy Giving Master Donor Retention Master Donor-Centered Content Marketing Embrace…

Lemonade Stand Rockwell

Warning: Have You Caught Deadly Nonprofit Lemonade Standitis?

Lemonade Standitis is a bit like Zika virus.

Silent, but deadly.

It infects you, but you may not realize it.

The symptoms can be easily misdiagnosed, only showing up later down the line in a different form.

By then, it’s too late.

If you’ve got it, you’re no doubt leaving money on the table, working harder than you need to, and putting the long-term sustainability of your nonprofit business at risk.

Want to avoid this dreaded sustainability killer?

Clairity Click-it: Cornucopia of Free Nonprofit Resources

This week’s Click-it is a cornucopia filled with an eclectic mix of goodies. Maybe not as good as Thanksgiving turkey, stuffing, sweet potatoes or pumpkin pie, but… sometimes your mind and soul need feeding too!

To my friends in the U.S. who celebrate Thanksgiving this week, have a good one filled with many blessings. For those of you scattered elsewhere around the globe, make yourself a nice meal anyway and gather together with people you love. Life’s too short not to.

This poem I wrote several years ago seems particularly appropriate this year, so check out “Attitude of Gratitude” if you’ve a mind to.

And if you can, try to find some time this week to dig into some of these resources.

Now… go make our world a more caring place, and hug yourself some hope!

I am thankful for you,

Claire

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

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

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

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

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

5 Winning "Today" Strategies to Raise Money Smarter

If you could only do five things between now and the end of the year to make a noticeable difference in your nonprofit’s fundraising results, what would you do?

I’ve been writing recently about five subject areas – key priorities for success this year, and beyond.  Today I’d like to offer one BIG “to do” in each area to help you hone in on some actionable steps that will move the needle and have a transformative impact on your results.

Clairity Click-it Summer Reading: Extravaganza of Free Nonprofit Resources

Mixed #nonprofit links and free resourcesI’ve got a cornucopia of useful practical tools to help you here – enough to last the entire rest of the summer – and then some! If you don’t have time to click through to all these great resources now, this is a “Click-it” edition you’ll seriously want to tuck away for when you’re ready. If you use these tools, you’ll be a lot more effective. Why just work hard when you can work smart?

NOTE: As I’ve done throughout the year, I’ve organized these articles into categories aligned with my top Dive the Fivefundraising fundamentals for 2016, and beyond. Plus I’ve added a few articles with some great basics and specific tips. And plenty of free resources too.  And now… let’s dig in!

10 Ways to Build Donor Trust and Overcome Negative Views about Charities

trustWhat prompted me to write this article was a recent post by Matthew Sherrington on the 101 Fundraising Blog about the dangers to the public benefit sector posed by erosion of trust.  We’ve known for some time that whenever there’s a charity scandal, the bad behavior of one player can become detrimental to all.  But over the past year in the U.K. the problem has become even more challenging. Could it happen here?  Matthew says “yes.”  And I concur.  Trust is a fragile thing.

In the U.K what happened was a perfect storm of perceived over-solicitation and insufficient outcomes, exacerbated by a barrage of media that sounded an alarm about nefarious practices.  Trust plummeted. A wake-up call, for sure.

But what does it mean?

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How to Fundraise like it’s Yesterday, Today and Tomorrow

How to Fundraise Like it's Yesterday, Today, and TomorrowTwo good posts recently at re: charity (Brady Josephson) and Future Fundraising Now (Jeff Brooks) about what charities should do today to prepare for tomorrow. Both embrace a quote from Jeff Bezos:

I very frequently get the question: ‘What’s going to change in the next 10 years?’ I almost never get the question: ‘What’s not going to change in the next 10 years?’ And I submit to you that that second question is actually the more important of the two — because you can build a business strategy around the things that are stable in time.

Yesterday, today and tomorrow are sort of the same.

Sounds good.

But think about this a bit more.

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How to Fundraise like it's Yesterday, Today and Tomorrow

How to Fundraise Like it's Yesterday, Today, and TomorrowTwo good posts recently at re: charity (Brady Josephson) and Future Fundraising Now (Jeff Brooks) about what charities should do today to prepare for tomorrow. Both embrace a quote from Jeff Bezos:

I very frequently get the question: ‘What’s going to change in the next 10 years?’ I almost never get the question: ‘What’s not going to change in the next 10 years?’ And I submit to you that that second question is actually the more important of the two — because you can build a business strategy around the things that are stable in time.

Yesterday, today and tomorrow are sort of the same.

Sounds good.

But think about this a bit more.

#ClairityClick-it – Links, Free Resources, Upcoming Training

Mixed #nonprofit links and free resources#ClairityClick-it is a bi-monthly publication linking to useful resources and insights I find across the web.  This year I’m also selecting articles that highlight the “Dive the Five” 2016 fundraising fundamentals we’re collectively digging into in depth over the course of this year. For more on this, read Want to Guarantee Fundraising Success? Dive These 5 Fundamentals on NonProfit Pro. Of course, I’ll add in other food for thought that I just can’t help but share with you as I come across it. As always, if you scroll to the bottom you’ll find some free resources and upcoming learning opportunities.

Clairity Click-it: 5 Fundraising Fundamentals; Free Resources

Clairity Click-it includes links to fundraising and nonprofit marketing resources from around the web.

The people have spoken! You’d like more original articles from me, and you still want curated resources and links to free stuff and great training opportunities, and you’d like about the same number of emails.

So… I’m moving the “Click-it” to twice/month to make space for more original articles.  And, as promised, this year I’ll be organizing the curated resources according to the “Dive the Five” fundamental principles we’ll be discussing in our ongoing virtual fundraising curriculum. Nail these, and you’ll succeed in 2016. As a reminder, they’re:

Clairity Click-it: Dive the Five Fundraising Fundamentals

This year I’ll be sharing a lot of resources related to the “Dive the Five” fundamental principles we’ll be discussing in our ongoing virtual fundraising curriculum. You remember them, don’t you?

  1. Major Gifts
  2. Donor Retention
  3. Social Media
  4. Content Marketing
  5. Culture of Philanthropy

I want you to use these “buckets” as an organizing framework for your development efforts this year, so I’m organizing my “Click-its” this way as well.

From time to time I’ll add in other subjects and offer you some food for thought that I just can’t help but share with you. And, as always, if you scroll to the bottom you’ll find some free resources and upcoming learning opportunities.

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Integrate Fundraising and Content Marketing for Nonprofit Survival

Your year-long “Dive the Five” virtual course continues!
Integrate Fundraising and Content Marketing
I’ve selected five major themes – fundamental nonprofit fundraising strategies — to discuss with you this year in depth. Strategies that are so important to your success in 2016 – and beyond – that I want to be certain (1) you’ve got them on your priority list, (2) will begin to dedicate some serious resources towards them, and (3) will commit to practice them regularly, until they become almost second nature.

If you learn to “Dive the Five” you’ll be able to raise money for anyone, any place, any time. And I’ll be your Guide.

Some of these skills will seem familiar, but the way you employ them may need to be tweaked in order for you to survive and thrive in our digitally-revolutionized society. Other skills may be things you’ve thought about, or dabbled in, but haven’t really committed to with serious intent and dedicated resources.