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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.

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What Nonprofits Can Learn About Donor Retention from David Letterman

If you’re not using social media to get and retain more donors, be afraid. Be very afraid.

Social media has ceased to be a nice little “toy.”  An “add on thing.”  It’s the thing. If you’re not hanging out where the majority of your constituents are getting their information, you may as well fold up your tent and go home.  David Letterman didn’t “do social media.”    ( See “Do you use the Twitter device?” ).  He’s going home.

Letterman  may be ready to go off into the sunset. But you shouldn’t be. You can learn new tricks!

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ONE BIG THING Your Nonprofit Must Do TODAY to Succeed in 2014

Adopt an integrated inbound marketing and fundraising strategy.

If you don’t know what that means, you’re in trouble. Read on.

If you do know, are you really doing it?

It’s time to stop pussy footing around this.

Here’s why:

(1) Nonprofit marketing and fundraising have changed more in the past five years than the preceding 50. I’m not kidding!  The digital revolution ended business as usual.

(2) Fundraising and marketing must be seamlessly integrated. They cannot be separate silos any longer.

Have you caught up with reality?

Clairity Click-it: Best of 2013, Move Forward, Never Apologize for Asking

 

Have you made your new year’s resolutions and picked at least one thing you’ll do differently or better in 2014? Here are some great posts to set yourself up for success in the coming year.

TOP 5 Clairification articles from 2013: In case you missed any of these, here are the five articles that generated the most interest and readers over the past 12 months.  Enjoy!

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3 Keys to Rethink Fundraising Risk and Reward in 2014

When should you take risks with fundraising? When you’re ready. Here’s what I mean:

You Can’t Riff Without a Guitar. News flash: You’ve got to do the basics before you improvise.

What’s on your playlist for 2014?  The rewarding gold standards like prospecting, asking and stewarding? Or riskier new events? Special campaigns? Extra social media?  You’re to be congratulated if you’ve got innovative ideas. It shows you haven’t lost your creative spark, and you’ve got gusto and passion for what you do. Bravo! But… wait… hold on a minute…

Before you get lost in the creative process,

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How Google Works for Your Nonprofit Blog -Easy SEO and Search – S.S.T.S. Series Part IV

Share, Shareable, Talk, SearchIn Part I: Share, Part II: Shareable  and Part III: Talk of this S.S.S.T. Series we covered the importance of sharing your blog, making it shareable by others and getting folks to talk about you with their online networks.  But there’s one important component of your super-sonic blog promotion strategy that we’ve missed.  Here it is:

SEARCH

Let’s begin with why it’s important to talk about search. Because you want more readers for your blog, right? Well, the people who are your friends, plus the people who are their friends, are not all the people in the world.  They’re not even all the people who may be interested in what you do!  Search is how most people find you.  Search is the most common online activity after email, and that fact cuts across generations.

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4 Ways to Turn Your Nonprofit Blog Into Action – RCA Series Part III

Call to Action SignR.C.A. is about getting folks walking; not just talking.  It’s about good content and conversation that leads to your desired action. It refers to Relatable, Part I, Conversational, Part II, and Actionable. You remember this acronym by thinking about an RCA Victrola – that old-fashioned phonograph contraption that helped transport your grandparents and great-grandparents — and fire their imaginations — through the music that inspired them.

You want to transport your constituents with inspiring values and stories in the same way.  The reason you want to transport them?  So their inspiration will lead to engagement — action that helps to further your mission. So, today that’s what we’re going to talk about!  Ready for action?

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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!

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Are These Fundraising Appeal Best Practices Holding You Back?

Frankenstein drawingFull confession: I’ve used the franken “best practice” appeal structure for years. And honestly? It works — especially if you borrow generously from the best of the best appeal writers. I’ve even taught these practices at conferences, on webinars, and through consulting engagements.

You probably know the formula:

  • Lead with the beginnings of a story illustrating your mission.

  • Introduce a compelling need or problem.

  • Offer a specific, credible solution.

  • Ask.

  • Provide more context about the need.

  • Share more details about the solution.

  • Ask again.

  • Suggest a hopeful conclusion — one the donor can help create.

This structure isn’t wrong.

It’s a well-intentioned attempt to do all the right things.

But over time, something gets lost. It becomes less of a cohesive narrative and more of a checklist — a stitched-together collection of tactics. And like any Frankenstein’s monster, it can start to look and feel… unnatural.

You Can Do Better Than Franken-Fundraising

Here’s the truth: I know better now.

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Do You Assume Donors Don’t Want to Be Asked?

Woman showing "help" written on handAssuming people don’t want to be asked to make a philanthropic gift is one of the biggest misconceptions of what constitutes being donor-centered.

Or even kind, thoughtful and respectful.

Alas, when you spend all your time on cultivation, assuming folks don’t need a direct ask and will simply give spontaneously as a result of being passively asked, or even outright wooed, everyone loses.

  • You short-change your organization.
  • You short-change your beneficiaries.
  • You, especially, short-change your would-be donors.

Why?

FIRST: Donors want to be asked because they’re starved for the love that comes from voluntary giving and receiving.

Donors have love to give, but don’t always have an object towards which to direct their affection.

SECOND: Donors need to be asked because when they’re not, they don’t know how much you need their help.

Consequently, giving feels a bit like a crap shoot.  Empty, not meaningful. Donors want you to honestly tell them when and how and how much to give, so investing their money fills them with confidence it will be appreciated and do the most good.

Don’t make donors guess whether you truly find them worthy of loving you.

Donors are Love-Starved

One of my favorite songs is from the Jefferson Airplane:

When the truth is found to be lies
And all the joy within you dies
Don’t you want somebody to love
Don’t you need somebody to love
Wouldn’t you love somebody to love
You better find somebody to love

What are you, and all these people, doing with the gift of life?

Sure, everyone is busy, busy, busy.

But is all that busy-ness making folks happy?

Are people stopping to really think about what makes their lives meaningful?

Sometimes, yes.

Often, not so much.

You can help would-be donors stop and smell (and enjoy) the roses, so to speak.

Philanthropy is Love

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The Psychology of Yes: What Every Fundraiser Needs to Master

In 1984 Robert Cialdini wrote a groundbreaking bo, Influence: The Psychology of Persuasion, outlining principles of influence that affect human behaviors. Today these principles have been well documented. Trail-blazing research added by behavioral scientists like Daniel Kahneman and Amos Tversky supports and expands on Cialdini’s principles. No matter how much technology advances, the triggers behind human behavior and…

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Balancing Trick: You. Donor. Nonprofit.

Rocks, balancing.When the world feels wildly out of whack, it’s time to figure out how to bring things back into some semblance of balance.

Today I share a proven 1-2-3 formula for nonprofit fundraising success — even when the ground underneath feels shaky.

This is a time when keeping one’s balance is quite a challenge. But, if you use this formula, you can steady yourself, right your organizational ship, and bring meaning, purpose and joy to others in your community who share your values.

What I’m about to share is obvious. I know you know it. But… do you do it?

Just in case you need a little reminder.

  1. The first step is essential for success in anything.
  2. The second step is essential for success in any consumer-facing business.
  3. The third step is essential for success in reaching any fundraising goal.

Begin with Centering Actions: For Yourself, Others and Your Mission.

I’m talking about balancing self-love with donor-love with mission-love.

You’re no doubt familiar with the adage “You can’t help others unless you first take care of yourself.”

This is a truism you should carry with you throughout your life, and not just when the oxygen masks come down on an airplane. It’s never been truer than in the times in which we’re currently living, when there are new things about which to worry seemingly daily.

How do you lead the way forward, helping yourself and others navigate through the tough times?

I’d like to suggest you heed this 3-Step Formula to nonprofit fundraising success.

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How 13 Nonprofit Donors Yields a $1 Million Philanthropic Legacy

We plant trees not for ourselves mural13 happens to be my lucky number. I want it to be lucky for you too.

Today, I’m going to reveal to you how you can make this happen.

A survey of wills reported on by the Chronicle of Philanthropy revealed the average bequest by everyday donors is $78,630. The survey is a few years old, but as a working average this will suffice. Some people will leave less; some people will leave more.

The point revealed by this survey is you only need about 13 donors (give or take a few) making a provision for your organization in their will to reap $1+ million.

If a major gift for your organization is $1000 (or even 5000 or 10,000), I imagine this sounds off the charts to you. Guess what?

Legacy giving is off the charts!

In fact, bequest marketing produces the highest ROI (return on investment) of any fundraising activity. And a highlight of the 2023 Giving USA Report is that charitable bequests, at $43 billion, were up 4.8% over the previous year and are the only source that exceeded the rate of inflation. Bequests make up a sizeable piece of the contributed income pie, representing around 8-10% of total giving over the last 40 years.

The first step to making this happen for your organization is to encourage bequests.

Actively.

Promote Charitable Bequests, or Else

If you don’t actively encourage charitable bequests, people are unlikely to make them.

Why? There are three primary reasons:

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Because They Care—Invite Donor Feedback to Deepen Your Relationship

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You’ve got your work cut out for you.

How will you connect with donors in a manner that deepens their connection with you? How will you match their passions and values to the passions and values you enact?

You can’t — unless you explicitly ask donors for their feedback.

You do this with friends, family, co-workers, and neighbors, don’t you? “What do you think?” “Which color looks better?” “Paper or plastic?” “Italian or Thai?

Guessing about what floats your donor’s boat is as bad as guessing whether your family prefers Italian or Thai food for dinner. It’s a recipe for disaster. Or at least for satisfying exactly no one.

There’s a better way.

Show Donors They Matter: Use Surveys to Listen, Learn, and Deepen Connection

I get lots of questions about what to include in donor surveys.  But that’s the wrong place to begin.

First you must have clarity on why you’re sending the survey.

You can’t bring top value to your donor survey unless you’re specific about what value you want to receive and deliver. The great thing about donor surveys is they’re a genuine “twofer.”

  1. One is for you –useful information you will act on.
  2. One is for your donora way to usefully participate, other than giving money, and feel a part of a community of like-minded folks.

Donor surveys are an opportunity for a value-for-value exchange.

This is, after all, at the heart of all successful fundraising and marketing. The donor gives something of value (usually time and/or money) and you return something of value (usually an intangible “feel good;” a sense of meaning, purpose and connection). Donors are focused on value; you need to focus there too. But it’s tricky to do this unles you endeavor to get inside your donor’s head and find out how their values match those your organization enacts.

Never do something merely to check the task off your ‘to-do’ list.

If you’ve had “do a survey” on your back burner for a while, now’s the time to move it to the forefront and give it a closer and more purposeful look. Ask the “Why are we doing this?” question. What pieces of your particular donor puzzle are you looking to uncover? Begin with asking: How will I know this survey was successful?

Heartbreaking Missed Opportunities: Is Your Nonprofit Falling Short of Its True Fundraising Power?

 

Survival Depends on Collective Commitment and Deep Support

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. A cost center, not a revenue center. 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 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.

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

When fundraising is treated as an afterthought, relegated to the development committee, or delegated to a single staff member, 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.

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.

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Totally 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!

In the past I’ve written 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. That’s the unvarnished truth —  the truth that shall set you free!

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

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Dramatic Shared Cure-Alls: Philanthropy and Placebo Effects

Small pink pills forming a question mark.Can the act of philanthropy make people feel better?

I say “Yes. Absolutely.” Much has been written about the warm glow that comes from giving.

So why not think about fundraising as a caring act, and fundraisers (aka ‘philanthropy facilitators’) as trusted helpers and healers?

Reframing fundraising in this way can be your key to:

(1) committing to major individual donor fundraising (helping people to be the people they’d like to see in the mirror), and

(2) engaging more staff, volunteers and board members in this noble endeavor (so they experience not just the joy of giving, but the joy of helping others give).

It helps to understand the similarities in findings from functional MRI research on both the placebo and philanthropy effects.

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Who Makes A Good Nonprofit Legacy Donor Prospect?

fruit in basketLegacy gifts don’t fall from the sky.

Legacy donors aren’t delivered by storks.

You won’t find them hiding behind cabbage leaves.

You’ll mostly find them living in your donor database, volunteer roster, alumni mailing list, membership roll, client files, service purchasers, and anyplace else folks connect with you and have a positive affiliation. An affiliation with you.

You see, the mere fact someone is wealthy does not make them a legacy giving prospect. And the fact they’re wealthy and philanthropically inclined does not make them a legacy giving prospect for your charity.

The biggest indicator someone is a good legacy giving prospect for your organization is their affinity and loyalty. Generally this is demonstrated through affiliation (how they are connected to you) and behavior (what they do with you).

Of course, someone who simply shares the values your organization enacts can also be a viable legacy giving prospect. But they’re not likely to make a bequest or other type of legacy gift unless you first develop their affinity and loyalty — to your charity.  So, let’s begin with the fruit already picked and in your donor basket.  We can look at the low-hanging fruit later. I do not recommend investing a lot of resources going after the fruit you’re hoping will just fall from the sky (though a little couldn’t hurt).

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Nonprofit Crisis Response Tip-a-Day-DO-Dah!

Sign StaySafeBeKindNo matter your politics, this is crisis time for many nonprofits who rely on federal grants and loans (about 30% of all charities).

It’s also crisis time for the beneficiaries of many nonprofits, who are scared, stressed, depressed and otherwise at loose ends due to the rapidly changing environment. Many of the resources on which folks once relied have disappeared or are at risk. For some of your constituents, it feels as if the rug has been pulled out. Or the other shoe is about to drop.

During times like these, people want to come together and help. It’s your job, as a philanthropy facilitator, to help them in this communal endeavor. Stay calm, carry on, and communicate your particular needs.

Resist the temptation to throw your hands up in the air, assume people feel too uncertain to give now, and simply leave folks (donors and clients) to their own devices. We know from past experience this won’t end well.

During the 2008-09 worldwide recession, many charities cut back on fundraising and marketing. Some of them still haven’t recovered. Something similar happened in response to the Covid-19 pandemic. People thought (assumed) it was unseemly to ask for contributions.

Be careful what you assume.

If you don’t ask, you don’t get.

Research collected from donors in response to the coronavirus pandemic showed:

  • Giving, and fundraising, was increasingly seen as good. Even donors who had been hit economically remained remarkably generous.
  • Charities with little relevance to tackling coronavirus still received support from donors that valued them – as long as they asked for help (otherwise they were perceived as not in need of funds).

“Many of the donors we spoke to report that they just don’t know what they should be doing or who they can trust. This led to a rise in levels of insecurity… Of course, they understand that things are changing and that plans will always need to adapt. But knowing that a strategy is in place will provide the security that they need. They also want to know what their role – as supporters – will be. And, most importantly, they are ready for a frank conversation about what is required of them.

2020 Report, Bluefrog Fundraising

Donors want to help – and will help – but they need leadership.

This means telling people what you do that addresses the problems that worry them. For people feeling helpless, this can give them a sense of control. Show them how they can join you, and become a part of a community of like-minded people who share their concerns and values.

It all boils down to a need to put together both short and long-term plans to connect meaningfully with your supporters right now, using the correct approach and tone. Towards that end, I’ve put together five ‘to-do’s – one for each day of the work week.  I suggest you put aside a little bit of time this coming week to consider how you might actualize each of these suggestions, if not in whole at least in part.

Ready for your five timely tips?

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4 Nonprofit Strategies to Build Donor Trust & Lasting Relationships

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Trust is Built By What You Do

 

In my last article, I wrote about why establishing and building trust should be part of your nonprofit and personal mission.

Because trust is the foundation of all lasting relationships.

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

It’s an uphill battle, requiring a proactive approach.

Sadly, most nonprofits do a profoundly poor job of this.  By now you’re likely familiar with the stats on donor retention from the Fundraising Effectiveness Project.  The most recent report revealed only 13.8% of first-time donors renewed. Only half of all donors renew, which is still an appallingly low rate — but certainly speaks to the importance of securing a second gift..

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.

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How to Build a Major Donor Program from the Ground Up

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Learn to become an “inside” major donor rainmaker

If you’ve got donors, you’ve got the raw material for a major donor program – and it’s easier than you think.

Begin with your own database.

Most organizations have plenty of donor prospects, without having to go outside and look for prospects who aren’t connected to you.

You know who I mean. The people board members tend to suggest. They may be rich, and may even be philanthropic elsewhere, but don’t have any interest in what you do. And no one knows them or can make an introduction to them.

Don’t start with the most out-of-reach prospects.

You can be a major donor prospect rainmaker without having to go outside or reach too far.

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How Humanity and Trust Supercharge Nonprofit Fundraising

"Doing the right thing isn't always easy" storefront artEveryone’s been saying this, just about daily, for some time.

“These aren’t ordinary times.”

If the anthem for the Boomer generation was Bob Dylan’s “The TImes They Are A’Changin’,” what’s the anthem for today? History doesn’t repeat itself, but it rhymes. We’re living in the face of a firehose of breaking news, and much of it is difficult to digest. Let alone know how to face, handle and get through it with safety and sanity intact.

We can 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.

As social benefit organizations, we want to come from a human-centered, community-centered place, but… what exactly might that be in this extraordinary time?

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.

  • 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.

Social benefit organizations have a secret advantage.

Survival in the civil sector is based on the philanthropic exchange, and ‘philanthropy’ means ‘love of humanity’. Yet sometimes it seems all we see and hear is hatred of humanity. Us/Them.  Left/Right. Red/Blue. Young/Old. Good/Evil. Insiders/Outsiders. I could go on…

There’s a better way. When you infuse your nonprofit work with humanity, you’ll reach trust.

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Psychology of Securing Lasting Nonprofit Donor Commitments

four people raise hands in support of your cause

The more publicly people commit, the more resistant they are to changing their minds

This relates to one of Robert Cialdini’s principles of influence and persuasion: “commitment and consistency.”

The main point is this:

Once we make a decision, and strongly attach ourselves to an idea by agreeing orally or in writing, it’s more likely we’ll stick with that decision than change our minds.

Because we are wired to want to be consistent.

That to which we commit, especially publicly, becomes congruent with our self image.

What does this mean for you as a fundraiser?