Not all Holiday Fundraising is Created Equal

Who doesn’t love a holiday?

The very word conjures up notions of celebration, warmth and love.

If you’re a donor-centered fundraising practitioner, you’d be a fool not to take advantage. Why not tap into pre-existing positive vibes to increase the chances your appeal will be warmly received?

After all, if you can channel something positive that’s more or less universally felt, this gives you a leg up. It puts your donors in a giving mood using familiar symbols and traditions.

Except when it doesn’t.

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10-Step Annual Appeal from Start to Finish

The end of the calendar year is prime fundraising season. For most nonprofits, September through December will make or break your annual campaign. So… I want you to do the following:

  1. If you’re just sitting down to write your appeal letter, use this as your step-by-step guide to crafting a winning fundraising offer.
  1. If you’ve already written your appeal letter, use this as your step-by-step checklist to assure your fundraising offer is truly one a prospective donor won’t be able to refuse.
  1. Vow next year to have at least your appeal letter draft written and approved by September 1st. Put this date in your calendar, and work backward to create a timeline of all the steps necessary to meet this deadline. This will give you plenty of time to tweak your appeal language for different mailing segments, prepare your email and social media campaign using messaging and images from your mail appeal, get the letter to the printer and mail house, and prepare your carrier envelope, remit piece, donation landing page, thank you letter and overall acknowledgment plan.

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Declare Your Independence Day – Information Overload Be Gone!

It’s the new plague. And a highly contagious epidemic, from which no one is immune.

Are you showing any symptoms?

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.

Informationoverloaditis.

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

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Top 10 Nonprofit Monthly Recurring Gift Strategies

If a monthly giving program is not one of your key strategic annual fundraising strategies, this is the year you should add it to your development work plan.

Why?

It’s your secret to being sustainable, short-and long-term. Because recurring donors give more and stay more loyal over time.

These donors can become a reliable source of predictable annual revenue that minimizes stress and uncertainty.

This is something you should seriously consider, don’t you think?

And it’s really not rocket science.  It’s something you can and should do. And I’m about to give you a step-by-step process to help you maximize your annual contribution revenues.

Should you have any doubt that this will yield impressive results, take a look at

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Last-Minute Strategies to Boost Year-End Fundraising

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

Kind of frenetic? Anxious? Stressed?

You’re not alone.

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

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

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

Oh, yeah. That feeling…

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

Not all Holiday Fundraising is Created Equal

Who doesn’t love a holiday?

The very word conjures up notions of celebration, warmth and love.

If you’re a donor-centered fundraising practitioner, you’d be a fool not to take advantage. Why not tap into pre-existing positive vibes to increase the chances your appeal will be warmly received?

After all, if you can channel something positive that’s more or less universally felt, this gives you a leg up. It puts your donors in a giving mood using familiar symbols and traditions.

Except when it doesn’t.

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5 Strategies to Improve Nonprofit Use of Donor Data

I cannot tell you how many times I begin a consultation with a small nonprofit, only to discover they have no real donor database.

They’re still using Excel or Filemaker or something that was developed for the program or finance department many moons ago.

I also find many nonprofits that do have a decent fundraising database, but they aren’t really using it to their advantage.

It’s the equivalent of having a 747; then using it to drive down the block to the corner store.

If you’re not exactly maximizing the resources you have, or if you simply don’t have the resources you need, it’s going to adversely affect your fundraising results.

We live in an era of ‘Big Data.’ Which means that understanding why data is important, what data is most meaningful to you, and how to prioritize data collection and evaluation strategies to help you reach your goals has never been more important.

If your fundraising and marketing strategy is not currently undergirded by data, I guarantee you’re missing opportunities, working inefficiently and leaving money on the table.

Could you use a bit of guidance?

Read on…

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Donor’s Lament: You Didn’t Thank Me Properly

Cookie Monster when his name is misspelled

Everything I learned about saying “thank you” I learned from:

According to Burk’s research from Donor-Centered Fundraising, more than 80% of thank you letters start with “Thank you for your generous gift of…” or “On behalf of the Board of Directors, thank you for your generous gift of…”

Y  A  W  N

  • Want to stand out?
  • Want your donor to actually read your letter?
  • Want your donor to feel good about the decision they made to invest in you?
  • Want your donor to feel warm and fuzzy inside?
  • Want your donor to say “Aw, that’s SO nice!”
  • Want your donor to feel the opposite of bored?

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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 new year’s resolutions to bring in more contributions in the coming year. But… how?

What will move the needle for you this year?

No doubt there are a number of things you can do more effectively. I’ll be talking about many of them in the weeks and months ahead. Today, however, I want to discuss one thing you may or may not be giving serious thought to.

MONTHLY GIVING.

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’ve asked an expert, Bill Sayre, President of Merkle RMG, to give me his thoughts on what you can do right now to begin and/or better manage a monthly giving program.

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…

Clairity Click-it: Cauldron Full of Free Nonprofit Resources

It’s almost Halloween, and a great time to think about how not to scare your donors away; rather, give them treats that will keep ‘em coming back year after year! Here are links to articles you may find helpful.

Plus, as usual, you’ll find a cauldron full of free resources – downloadable templates, webinars, cheat sheets, and more.  Take some time to continue your professional growth and education. It will make you stronger, I promise. Share with others on your staff too; there’s something for everyone!

Clairity Click-it: Basket of Delightful Nonprofit Resources

Here are some goodies to help you raise as much money as possible during the last quarter of the calendar year! Keep your focus on inspiring storytelling that sets you apart from everyone else, yet don’t forget that who you tell your story to matters as much as how you tell it.  As does where you disseminate it (hopefully not just by snail mail, but also online and face to face). Click on these links to helpful articles I hope will delight you.

Clairity Click-it: Fall Extravaganza of Free Nonprofit Resources

It’s mid-September and we’re well on the way towards the year-end rush of “giving season!” Now it’s time to get serious about end-of-calendar-year fundraising.  It’s when folks are most generous, and you don’t want to miss out.  So while I’ll continue to offer links to articles and resources aligned with my top Dive the Fivefundraising fundamentals for 2016, and beyond, I’ll also include some practical, basic stuff that falls a bit outside these categories.

It’s all good stuff and, as usual, plenty of free resources too. I count seven freebies, and 17 great articles! I dare you not to find something you can use right now.

A Revolutionary Way to Influence Year-End Philanthropy

You asked a bunch of folks to give a year ago. Some did. You thanked them. Once. Maybe twice. Now you want to ask them to give again this year.

What’s wrong with this picture?

Too often nonprofits ask once; then assume folks who’ve made the decision to give will continue to do so. This is similar to retailers thinking that once someone has bought from them they’ll automatically do so again. Not true in either case.

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

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

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

How to Rock Donor Thank You Calls

6 Keys to Rock Thank You Calls and Retain More Donors

You’ve got to make donor retention more of a priority. It’s one of the top five things your nonprofit must do to survive and thrive in today’s competitive nonprofit marketplace.

Research shows the average nonprofit in the U.S. loses 77% of donors after the first gift!!!!!

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

Allow that to sink in a moment.

Do you know what your donor retention rate is? If you do, there’s hope for you to improve it. Read on. If you don’t, you don’t even know there’s something that needs fixing!

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10 Ways to Get More Donors for Your Nonprofit – Part 1

10 ways to get more donors for your nonprofit using principles of psychologyToday’s focus is on donor retention, as our year-long “Dive the Five” virtual course continues!  In fact, you can use the principles you learn here for donor acquisition as well. In for-profit parlance, we’ll be discussing how to “convert customers.”  In non-profit parlance it’s all about turning prospects into donors and donors into repeat donors.

I encourage you to make this the year you begin to study psychology and apply it more to your integrated development (marketing and fundraising) strategy.

Clairity Click-it Special Edition: Major Gift Fundraising

Click it BIG time!
Click it BIG time!

This week’s Click-it is all about major gift fundraising. What better way to begin the new year than by thinking BIG?!

I’ve pulled together an awesome group of posts from some of my favorite major gift fundraising experts.

There’s also an opportunity (at the end) for you to delve deeper into major gifts fundraising this year.

I wish you BIG, considerably sizeable fundraising results this year in order to accomplish your BIG, considerably important and serious mission.

Clairity Click-it: Fundraising Wisdom; Retention; Overhead; Time Management; Software; Social Marketing; Major Gifts

Happy New Year!

Here comes the first 2016 “Clairity Click-it” — an eclectic kick-off to the year.

I find so many great resources across the World Wide Web, some from other disciplines, and I want to share those I find most helpful. There’s so much the nonprofit sector should be learning and borrowing from others – we don’t always need to reinvent the wheel!

I’m also trying something new this year – “Dive the Five.”

I’ve selected five major themes 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 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.

Clairity Click-it Year-End Giving Edition 3: Online Frenzy Time

In my previous Year-End Fundraising Planning Editions One  and Two I promised I would have more for you as year-end – and the biggest fundraising time of the year for most nonprofits – inexorably approaches.  Salsa reports that end-of-year giving can result in 40% or more of total yearly donations.

Online giving gets particularly frenetic at this time of year.

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7 More Weeks – Are You Ready for Year-End Fundraising?

7_More_Weeks-Ready_for_Year-End_FundraisingThis is the giving season! Between now and December 31st, statistically, are the “make or break” weeks for your annual fundraising. It doesn’t matter what fiscal year you’re on. Donors operate on a calendar year.

So I’m offering up 5 tips to help you out.

Because people do most of their giving between Thanksgiving and New Year’s Eve — and I don’t want you to miss out

It’s a time when people feel grateful for friends, family and other blessings, and are inclined to be generous towards others. They want to share their blessings.

Your job is to tap into these feelings of generosity when they’re most at the surface. To strike while the iron is hot.

Clairity Click-it: Fundraiser’s Job; Year-End Tips; Social Media; Crowdfunding; Major Gifts

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Click it!

The end of the year continues to approach, and prime fundraising season is upon us! So today we have a couple of articles to remind you what your real job is as you prepare your year-end campaigns and strategies. Plus, some tips to help you amplify your fundraising team. And a bunch of social media tools, exercises and good advice; in 2015 social media should be an integral part of your end-of-year work plan. At the bottom you’ll find some new free resources and a last chance to prepare for your major gifts solicitations. Ready?

Clairity Click-it: Year-End Fundraising Planning Edition

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The Click-it is early this week since year-end is fast approaching, and I couldn’t wait to share these awesome tips to help you plan your year-end campaign! I’ve got a bit of everything here –  from finding email addresses to build your online mailing list… to tips on getting appeals read… to making sure you’re not missing any tricks… to social sharing strategies… to best email subject lines… to Giving Tuesday — and more! I’ll no doubt have even more for you before the end of the year, but now is really the time to get started. Don’t delay. [If you really want to assure you don’t miss a trick, scroll down to the bottom and check out the webinar I’m offering with the Foundation Center on the 17th]

Clairity Click-it: Effective Altruism; Team Building; Year-End Giving; Free Resources

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On the anniversary of 9-11, I’ve put together a group of posts that show that more people than not want to do good in this world. There’s a lot of inspiring food for thought here. Plus, since the critical end-of-year fundraising window is fast approaching, I’ve got a few things to help you with your planning – not only to acquire donors, but to sustain their giving over time. Plus one thing I thought was pretty cool, and that just brought a smile to my face! Spend a few minutes today to reflect on how we can come together to heal the world.

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Warning: Your Nonprofit is Sending Too Few Emails

As the end of the year approaches, are you planning enough emails?

Emails should be included as part of your robust, multi-channel annual appeal if you want to increase your chances of reaching your goals.  On top of that, emails can be a great way to set yourself up for success even before you send an appeal.

Sadly, many nonprofits I encounter are unwilling to email their constituents sufficiently. Here’s what I often hear:

We don’t want to tick them off by mailing too many times.

We can’t ask them for money more than once or twice a year.

They get a lot of mail from us and it’s probably annoying.

They’re probably getting mail from a lot of different departments, so we don’t want to send from our department too often.

What all these comments have in common is that they’re based on a lack of data.

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Your Essential 16-Point Annual Appeal Checklist

Your 16-Point Fundraising Appeal Checklist
Get Your 16-Point Checklist Here and Take Your Fundraising Appeal to New Heights

Are you starting to worry about whether you’ll raise enough money this year to meet your goals? Are you concerned because last year’s appeal didn’t raise as much as you had hoped? Are you fresh out of ideas for what to put into an appeal to generate the giving response you need to sustain vital programs?  Fear not!  Help is on the way!  Just use this 16-point checklist before you send anything to your printer.

Clairity Click-it Memorial Day Edition: Let’s Get Social

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Click it!

Since Memorial Day in the U.S. is often a very social holiday (think picnics and barbecues and family get-togethers) I thought I’d offer you a click-it with helpful tips on social media. Heck, love it or hate it, it’s not going away. So we may as well celebrate what it makes possible! I lead off with two of my own posts shared on the Maximize Social Business blog. Then I share other articles —  sometimes practical and sometimes thought provoking — from around the web, all including best practices used by businesses and nonprofits alike. Have a great week-end, social or otherwise, wherever you are; whatever you do.

Clairity Click-it: Customer (aka Donor) Service Edition + Learning Opps

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This week is all about the customer experience. I’ve gathered a bunch of articles from the business world because they think and talk a lot more about customer experience (CX) than do we in the nonprofit world. This is a shame, because there’s a lot we can learn (think ‘donor service’ as you read through these articles). This is one “Click-it” you won’t want to miss! Plus, as always, some learning opportunity reminders for you (scroll to the bottom).

Clairity Click-it Future of Fundraising Edition: Culture of Philanthropy, Donor Retention, Gratitude, Nonprofit Change + Learning Opps

Catch this Special Edition!
Catch this Special Edition!

This week is all about what we need to do, collectively and within our organizations, to assure a bright future for philanthropy. I’ve gathered articles from some of the leading thinkers and researchers in the civil sector. This is important stuff — and one “Click-it” you won’t want to miss! Plus, as always, some great learning opportunities for you (scroll to the bottom).

Clairity Click-it: Mobilegeddon; Social Action; Benchmarks; Major Gifts; Leadership + Learning Opptys

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Click it!

Once again it’s the end of the week. Woo hoo! Time for your weekly serving of interesting links from around the web. This week, they’re mostly nonprofit specific. And they’re useful too! There’s help if you need to get your website mobile ready. Plus social media guidelines to get you a bit more action in return for your labor. Then there’s a great study – with tons of data – so you can benchmark your results against industry averages. And there are tips to help you with major gifts and with staff and organizational leadership. Plus, as always, some great learning opportunities for you (scroll to the bottom).

Clairity Click-it: Keep Donors; Make a Case; Neuromarketing; Appeal Frequency + News to Use

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Want to keep more donors? This week’s Click-It will show you how in a number of different ways. Create magical experiences for supporters by taking a page from Disney. Craft a persuasive case for support by stepping into your donor’s shoes and asking yourself, and your team, some critical questions. Learn more about the importance of personalization by watching a video from Starbucks. Understand the psychology of the three different types of buyers (aka donors). And think critically about the number of appeals you send, and how this may help or hurt your donor acquisition, renewal and upgrade efforts. Plus you’ll find some “News You Can Use” (tons of really useful data and reports) at the bottom of this post.  To your success!

Clairity Click-it: Ice Bucket Aftermath, Integrated Fundraising/Marketing, Prospecting, Change + Learning Opps

There’s a whole bucket full of interesting, practical and inspiring stuff in this week’s Click-It (and I don’t mean an ice bucket)! I’ve got stuff about what you must do to compete in a digital marketplace… articles about integrating fundraising and marketing (which I’m passionate about)…  stuff about types of skills to look for in today’s communications staff and some ideas as to which marketing channels give you the biggest bank for your buck.  And speaking of bang for the buck, there’s info on how to research donor prospects. Plus I’ve got a thought-provoking cartoon for you at the end.  And, as always, some great learning opportunities (scroll to the bottom) you won’t want to miss!

Clairity Click-it: Nonprofit Staffing, Online Gratitude, Neuromarketing, Social Media, LinkedIn + Learning Opps

This week’s Click-It includes some really cool tips I’ve found for you across the web. Lots of practical stuff, plus some interesting data about how the human brain processes information. I also learned about a new website that might help you persuade your board to add a new position (or increase your salary). And, as always, some great learning opportunities (scroll to the bottom) you won’t want to miss!

Clairity Click-it: Year End Edition w/Tips, Resolutions, Predictions + More Gifts!

Today I’ve got my year-end edition with some final tips for the end of the year, some ideas as you’re making your new year’s resolutions and a list of predictions to get you off on the right foot in 2015.

Don’t miss the practical, last-minute stuff, and tape these resolutions and predictions next to your computer so you can give them some serious thought when you return from you holiday break. Oh, and did I mention there are a few more gifts at the end?

Clairity Click-it: Civil Society; Boost Blog Traffic; Email; More Gifts

Today I’ve got another eclectic Clairity Click-it mix of tips for you from both fundraising and marketing blogs. Plus I’ve got some real food for thought that goes to the heart of your fundraising and marketing strategy. Take a read, and see if you don’t find a nugget or two that makes you sit up and take notice. Oh, and did I mention there are more gifts at the end?

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

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

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Why Your Nonprofit’s Events are a Waste of Time

Fun events may bring in hundreds of attendees, but a fundraising event is not an end in and of itself.  Often the charity never sees these folks again (or at least not until the next event) because these folks are golfers or ‘thoners, not donors. These events are a waste of your precious resources.

Don’t tell me that you “raised awareness.”

Unless you raised awareness towards a particular end (usually generating greater philanthropic support) – and you have a plan to intentionally build on this awareness — then everything your attendees may have learned about you will go in one ear and out the other. Awareness that isn’t reinforced lasts about two seconds.

Don’t tell me that you “raised good money.”

Did you really? Well, think again.