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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.

Leave a commentAnnual Giving

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9 Amazing Secrets You Need to Get a Major Donor Meeting

Did you know you’re 85 percent on your way to securing a gift if you can get your prospect to agree to a visit? So says veteran major gifts fundraiser Jerold Panas in his iconic book, Asking. He also says, “If you want to milk a cow, sit by its side.”

But … how do you get the cow to cooperate? Ay, there’s the rub.

Why is it so hard to get a visit with a prospect?

It just is. People screen phone calls. They don’t answer emails. They’re busy. And, let’s face it, they know what this is about. Once you get in the room with them, you have your chance to win them over. But how to get there?

5 CommentsMajor & Legacy Gifts

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Surprising Science: Do Men and Women Respond to Different Fundraising Appeals?

Male Donors Respond Best to Pitches That Stress Self-Interest, Study Says.

I came across this Stanford research study in the Chronicle of Philanthropy, and I have to say I’m surprised.

The article claims there’s an “empathy gap” between men and women. Because of this, it advises emphasizing how the prospective male donor will benefit from their philanthropy, rather than highlighting the impact of their philanthropy on the beneficiary.

Hmmn…

I’m not certain the right take-away from this research is to smother men with “hard” factual data and women with “soft” emotional stories.

Because I’ve read study after study that show the heart trumps the mind – and stories out-pull data — every time.

8 CommentsAnnual Giving

Clairity Click-it: Get Outside the Mailbox

Today I’ve got stuff to help you get outside the traditional mail box. It’s a great way to communicate with folks – tried and true – but you have many more options in 2015. If you get stuck in the past you’re going to miss out on a lot of potential donors.

Did you know that when the telephone was invented people thought it would be disruptive and distracting? This is the year to seamlessly integrate strategic social media into all your fundraising and marketing campaigns.

Leave a commentClairity Click-it

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What “Chopped” can Teach Fundraisers about Productivity and Passion

passionOne of my secret pleasures is watching the show “Chopped” show 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 that 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’ve 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.

6 CommentsAnnual Giving

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Whither the Nonprofit Sector in 2015? 6 Ways to Assure Yours Doesn’t Wither

I chose the word “w(h)ither” in my title very deliberately. It can mean “Where are you going?” It can also mean “Dying on the vine.” Which does it mean for you and your nonprofit?

If the former, where are you going? You’ll find some “To Do’s” in this article to help you on your way towards a sustainable future. If the latter, how can your prevent this from happening? You’ll find some “don’ts” to help you breathe life into your organization.

3 CommentsStrategy & Management

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Can’t Scan it? Ban it! 10 Reasons Nonprofit Appeals Tank

Stop Making Me — and Your Readers — Work

If reading your appeal seems like hard work to me, than why should I bother? I work all day! If reading your appeal seems like a struggle for comprehension, then what’s the point? I struggle to understand stuff all day.

My brain needs a rest.

Even more, my brain would enjoy a treat. Something that lights up my pleasure centers and makes me feel good.

Does your appeal do that for your would-be donors? Or does it require them to put in great effort to get through it?

Reading may be a breeze for you. But it’s not for everybody. Lots and lots of folks suffer from a range of “reading processing disorders” that make it difficult for them to plow through a bunch of dense text.

Leave a commentAnnual Giving

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It’s Blog Action Day: No Blog Needed to Participate; Learn How – and Feel Good!

Did you know today is Blog Action Day? It’s a day when bloggers all over the world get together to shine a light on one single thing that’s not going right in our world.

We shine this light on Blog Action Day so that, together, we can fix things.

There’s an old Jewish parable that begins with the notion that at one time everything in the world was perfectly balanced. It was “tzedek” (balanced) – which happens to be the root of  the word “tzedekah” ( justice) and the term for the money that is collected by every Jewish community to take care of its poor. Our goal, throughout our lives, is to do what we can to get back to that equilibrium. That time when there was no injustice. No unfairness. No fighting. No wars.

2 CommentsContent Marketing

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Losing Too Many Donors? 5 No-Brainer Ways to Keep Them

 

When it comes to improving donor retention, I often try to guide organizations through the process of shifting their thinking – and the culture of their organization – in the direction of gratitude rather than greediness toward their donors.

What’s important about making this philosophical shift is that it forces you to think very specifically about what you’re grateful for.

You aren’t simply asking your donors for money. Similarly, you aren’t thanking your donors for money.

3 CommentsDonor Retention

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6 Traits of Relationship-Building Nonprofits + 4 Most Effective Ways to Retain Donors

Donor retention has continued to plummet every year for the past seven years.  It’s really, truly an awful problem. For some unknown reason, all that hard work you put into acquiring new donors is, seemingly, being wasted. Why?

I recently asked folks what ONE word they would use to sum up what is needed to transform donor loyalty. I received some interesting answers and thought I’d share them with you, along with my comments, here. First, let me remind you of my own Big Secret — the one principle I’ve found that makes the greatest difference to long-term, sustainable fundraising success:

5 CommentsDonor Retention

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6 Best Ways to Make Storytelling Part of Your Nonprofit Culture

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

Everyone loves a good story. Everyone.

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

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

Let’s look at this a different way.

5 CommentsCulture & Values

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Check Your Next Appeal Letter Against This 16-Point List Before Sending

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.

8 CommentsAnnual Giving

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What do Lukewarm Tapioca and Molten Chocolate Cake have to do with Fundraising?

Or… What Your Donors Won’t Tell You about Your Nonprofit Messaging.

At first blush, tepid tapioca and gooey hot chocolate might appear to have nothing whatsoever to do with securing vital resources to further your mission. Blush again.

Blush hard. Think of all the good things you could accomplish were you to more effectively master the art and science of fundraising. Feel the warm pink tinge beginning to creep up your neck as you embrace the errors of your ways over the past year. Or two. Or 10. Or even more.

Are you still doing things like it was 1985? 2000? 2008? If so, you should probably be embarrassed. Because I know very few organizations who are succeeding today using yesterday’s strategies.

Leave a commentAnnual Giving

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How to Hire a Fundraiser: Practice and Psychology

I happen to currently be working with a number of nonprofits who are seeking to hire the perfect development officer. It’s got me thinking about what to look for in a candidate, and how to best assess someone’s likely ability to perform the job as you need them to perform it.

Of course, this will vary from organization to organization. But if you’re seeking someone to fill a one-person or two-person development shop, there is remarkable similarity in the performance habits (practice) and innate qualities (psychology) that will spell success.

1 CommentStrategy & Management

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You’re Not Alone: What To Do When You Start To Fail at Fundraising

Once upon a time (around about 2008) a big mean recession cast its dark shadow over many a nonprofit. Grantors cut back on funding. Donors zipped up their wallets. Salaries and benefits got cut. Seasoned professionals were laid off, or left voluntarily. Others lasted awhile, but became increasingly discouraged.

Six years out from the biggest stock market crash since 1929, I’m beginning to hear a lot of organizations crying “Uncle!” These are the ones that, for reasons unbeknownst to them, have not rebounded. And they’re desperately trying to beat back the wolf at the door.

The thing they fear most? Failure.

2 CommentsBoards & Leadership

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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.

1 CommentAnnual Giving

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Nonprofit Donor Retention is Not as Hard as You Think

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What do you do to let your donors’ love blossom?

At least if shouldn’t be so hard.  After all, the commercial sector manages to retain 94% of their customers. Then why does the nonprofit sector only manage to retain 41%? Even worse, new nonprofit donor retention is only 19%, down from 27% in 2011. That’s abysmal. What’s going on?

Why are our for-profit brethren beating the pants off of us when it comes to retention?

9 CommentsDonor Retention

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

Unless… they reinvent themselves.

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

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

2 CommentsMajor & Legacy Gifts

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Where you’re Going Wrong with Donor Retention – Purely Practical SMIT for February

Here comes this month’s *SMIT (Single Most Important Thing I have to tell you): the odds are good that you’re searching for love in all the wrong places.

Do a little spring cleaning and get rid of your apathetic donors.  I don’t mean you should toss them out the window. I mean you should do something to overcome their apathy. It’s not their fault.  Chances are it’s yours. I know that may sound harsh.  But, gosh darn it, we betray our donors all the time. Instead, we should go to them and give them some love. It’s really not that hard to retain your donors; you simply must have a strategy.

Most of us don’t even see the mess we’re making.  Just like that pile of papers that’s sitting over in the corner waiting to be tended to, our eyes glaze over. We’re apt to virtually ignore the broad base of donors in the middle, as well as our donors who lapse.  We send them one or two perfunctory renewal appeals; then we’re done.  I’m not sure why.  Perhaps it’s because announcing a big upgrade and securing a new donor just seems a lot sexier than renewing folks.  But sustainable fundraising is not about sexy.

Leave a commentDonor Retention

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The Keys to Nonprofit Blogging that Drives Engagement

How's My BLogging? bumper stickerI’m a huge blog booster for nonprofits.  So much so that tomorrow I’m offering a free webinar on the topic with the folks at Good Done Great.  I’ll also be posting a series of articles on this topic in the coming week.  If you don’t have a blog yet, you should get one. Pronto! Yup, I think they’re that important.

Here is an overview of what I’ll be covering in tomorrow’s webinar, plus I’ll have a special bonus offer for webinar participants. If you can’t make it, you’ll find a few actionable tips in this article. Plus you’ll find more actionable tips all week.  I truly want you to do this, and I don’t want it to kill you. So I’m going to give you some easy steps you can take to make your blog (1) doable, and (2) a super investment of your time and resources. I’m betting that pretty soon you’ll wonder what you ever did without it!

7 CommentsContent Marketing

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From Customer Engagement to Desire to Investment: Blogs Bond, Now What? Part III

Now what? Blogs – and social media of all stripes – are not the end goal.  They’re a lot of things. Fun… Annoying… Exciting… Time sucking… Sexy… Leveraging… Awareness creating… Teaching… Seducing… and let’s not forget –Bonding!  As discussed in  Part I and Part II , they can create relationships like nobody’s business if we…

Leave a commentContent Marketing