I don’t usually do this, but today I’m incorporating the full text of a recent blog by Seth Godin. It’s not about philanthropy or fundraising. Or, is it? He says it’s about ‘goodwill,’ or the lack thereof. What it costs you to lose it. I say – you really should read what he says and…
My son got married this week-end (!), so I got a bit behind in my every-other-Friday publishing schedule for the “Clairity Click-it.” Please enjoy these links and free resources. I hope you’ll find plenty of food for thought, plus some useful practical tools to help you along your journey towards making the world a kinder, gentler and more loving place.
And here’s to all the June brides and grooms — past, present and future!
Hope you enjoyed/are enjoying the week-end! Please also enjoy these links. There’s all sorts of interesting stuff for you on boards and fundraising, storytelling, newsletters that make money, how to get better results from snail mail and more. You’ll find some great training opportunities and five (count ’em!) free resources.
Click-it: Turning Board Members into Fundraisers: Q&A with Claire Axelrad. Emily Wang of Network for Good recently interviewed me on this subject. If you missed it, here’s your chance to check it out.
Hope you enjoy these links, free resources and training opportunities. Again, I’ve organized according to two of the top 5 areas I’m hoping you’re working on improving this year. This week it’s:
I’ve also got some “food for thought” articles on special events, plus links to free resources and upcoming training opportunities. I hope you find at least one useful nugget!
Hope you enjoy these links, free resources and training opportunities. Again, I’ve organized according to two of the top 5 areas I’m hoping you’re working on improving this year. This week it’s:
There are also some “food for thought” articles in other areas, plus links to free resources and upcoming training opportunities. There’s bound to be something here you’ll find useful!
This week’s Click-it is another mélange of fundraising wisdom, ranging from events to social media and taking a look at which generations are good target markets for you. Plus some fun posts.
And, as always, if you scroll to the bottom you’ll find some free resources I’ve selected for you. There’s some really worthwhile stuff here — and I’ve got a lot of it this week.
See you next week where I’ll return to my “Dive the Five” virtual nonprofit curriculum. Want to know the top five priority areas for your focus in the coming year? Make sure you’re subscribed to Clairification so you don’t miss an article!
And now, on to this week’s articles…
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).
“Philanthropic culture is a key driver of fundraising performance.”
— Adrian Sargent, Institute for Sustainable Philanthropy
Is a culture of philanthropy just something that’s ‘nice’ to have? Does it simply make people feel good? Or might it actually affect your bottom line – making it ‘necessary?’
I know I’ve worked with organizations who looked at the notion of developing a philanthropy culture a bit like doing staff morale building or sensitivity training. It certainly sounds good, and who can argue with reports from pioneering organizations like the Walter and Evelyn Haas Jr. Fund (see Underdeveloped, Beyond Fundraising: What Does it Mean to Build a Culture of Philanthropy, and Fundraising Bright Spots) and Sea Change Strategies (see Inside-Out Fundraising) that embracing a culture of philanthropy (COP) will bring all sorts of benefits, including recruitment and retention of talent, stronger development plans and infrastructure, a better understanding of the board role in fundraising and a shared understanding of the importance of fundraising across functional siloes.
“As a sector, we need to elevate the importance of fund development as a leadership issue, invest in a stronger talent pool, and strengthen the ability of nonprofits to develop the systems that enable fundraising success.”
— Jeanne Bell, CEO of CompassPoint, co-author of Underdeveloped
“Generally, a culture of philanthropy is one in which everyone—board, staff and CEO—has a part to play in raising resources for the organization. It’s about relationships, not just money. It’s as much about keeping donors as acquiring new ones and seeing them as having more than just money to bring to the table. And it’s a culture in which fund development is a valued and mission aligned component of everything the organization does.”
— Cynthia Gibson, author, Beyond Fundraising
“Without tackling internal issues head-on, we believe the prospects for major fundraising progress are limited. In most organizations, fundraising is limited more by organizational culture and structure than by lack of strategic or tactical know-how.”
— Alia McKee and Mark Rovner, Founders, Sea Change Strategies
Despite the impressive research that’s been done showing the value of a philanthropic culture, too many nonprofits have simply assumed they had one by virtue of merely existing within the social benefit sector. Or even if they understood achieving a true COP took work, they just never moved this from the back burner to the front.
“Many charities are so wrapped up in the process of doing – delivering, raising income, adapting to the panoply of changing circumstances that can radically alter day to day activity – that establishing a truly philanthropic culture might not be high on the list of priorities.”
— Adrian Sargent, Institute for Sustainable Philanthropy
Today would have been Dr. Martin Luther King’s 94th birthday. During his lifetime he challenged us to recognize the privilege of being part of the struggle for goodness to prevail. He did not live to get to the promised land, yet he saw it from the mountain top. And in his famous speech he mused on the question of what he would say were he to be given the extraordinary opportunity to live in any moment in history. His answer to the Almighty was, “If you allow me to live just a few years in the second half of the twentieth century, I will be happy.”
Today we are two decades in, and our challenge is whether we can approach our world with the same degree of gratitude and moral resolve. Our times are challenging. Political division, escalating, senseless violence across the planet, threats to free speech, the spread of fake news, a deepening divide between classes, the existential threat of climate change, and a creeping sense of dread as events begin to seem out of our control. The world can seem a cruel and barbaric place. Philanthropy – love of humankind — can seem elusive. Yet it’s right here. In each of us.
King challenges us to recognize that even in dark times, there is light to be found: “I know that it’s only when it is dark enough that one can see the stars.” As we toil in the vineyards of the social benefit sector, it is our privilege — and responsibility — to carry Dr. King’s torch and let shine the light. To muster all our spiritual, moral, individual, and communal resources to drive out the darkness. Today, with my annual “I Have a Dream” post, I invite you to consider what you can do to adapt, stay positive and make a beneficial impact on the world within and around you — yourself, your family, your friends, your neighbors and strangers.
“The time is always right to do what is right.” ~ Martin Luther King Jr.
I have a dream for 2023 – and beyond. I have a dream this is the year your organization will move beyond defining yourself by what you’re not (nonprofit) and will begin to define yourself by what you are (social benefit). I have a dream this is the year your people will move from an attitude of taking and hitting people up (aka “fundraising”) to a mindset of giving and lifting people up (aka “philanthropy”). I have a dream this is the year your staff and volunteers will move from enacting transactions to enabling transformation.
I have a dream you will push yourself and your organization this year. You will take the bull by the horns, embrace the digital revolution, and open yourself to the possibilities change brings. You will give up on the static donor pyramid, ladder and funnel theory of engagement and put your donor at the center of a new, active engagement model that reflects the myriad ways people connect with organizations and causes today. You will find donors where they are.
I have a dream you will learn who your best influencers and advocates are and you will embrace them. You will recognize you are no longer your best messenger. You will understand many forces beyond you influence your donor’s decision to invest with you, and you will expand your thinking and operations from a one-dimensional to a multi-dimensional model. You will allow your constituents to engage with you at multiple points of entry, and to move freely between these points during the life cycle of their engagement.
I have a dream you will think big, because thinking small will not get you where you need to go.
I hear a lot of complaining about donors.
They should do this:
They shouldn’t do that:
What about what YOU should and should not do to build sustainable, fulfilling relationships with your supporters?
I hear too much of “We already sent a thank you; that’s enough, and they shouldn’t expect more.”
Shouldn’t they?
Donors are people first, philanthropists second. And people need to know they’re important to you.
Let me tell you a true story.
A close friend of mine used to complain to me about her husband all the time. Why? Because he didn’t tell her he loved her enough. Understatement of the year.
Your organization won’t survive and thrive with only great fundraising technicians. You—and the entire social benefit sector—need organizational-development-grounded philanthropic facilitators. In fact, you need a team – maybe an entire village – filled with them!
This is what it looks like in a culture of philanthropy. And it involves more feelings than tangibles. What does it feel like where you work?
Your organization’s culture can make or break your fundraising – and just about everything else. If you don’t foster a culture in which people want to work, great professionals won’t apply for, or stick with, jobs. You have to be intentional in creating a culture that attracts, retains and grows professionals. The kind who will inevitably build sustaining relationships with supporters.
Here are some things you can do to build a true philanthropic culture.
To foster an authentic values-based organizational culture, you must first identify and write down the main beliefs that make up the culture. This can be simple – as little as a sentence or single paragraph – but this written manifestation of the culture you want to foster is critical to helping people understand the culture.
Here are some questions to ask yourself or, better yet, to do as a group exercise with a team of staff and/or board.
How do you help people afraid of fundraising become comfortable in what should be a mission-aligned role for everyone associated with your nonprofit organization?
After all, everyone benefits from increased philanthropy. Not just development staff.
Increasingly, successful nonprofits are adopting cultures of philanthropy where everyone involved – administrative staff, program staff, board members, committee members, direct service volunteers and even beneficiaries – comes together as ambassadors, advocates and askers on behalf of furthering the organization’s mission, enacting its values and fulfilling its vision.
Facilitating philanthropy is not rocket science, yet folks unaccustomed to the relationship cultivation and solicitation required to land major donations are fearful because they don’t know how to do it. Actually, they do. They just need some guidance, hand holding and support along the way. Reluctant fundraisers tend to think fundraising is just about money. It’s a lot more than that.
It’s the job of a nonprofit’s leadership to work with insiders (staff and volunteers) to help everyone feel both passionate about the cause and confident in the fundraising process.
There are barriers to be overcome; first and foremost is fundraising fear. This fear takes many forms, and is perhaps best expressed in some of the questions I frequently receive. So I’m endeavoring to answer a few of these questions below. Hopefully this will help you address these challenges within your own organization so you, too, can transform folks from fearful and reluctant “fundraisers” to joyful and ready “philanthropy facilitators.”
No one can do it alone, sitting in their own little corner.
Not the E.D. Not the development director. Not the development committee of the board. Not the fundraising consultant.
One-person shows don’t work in fundraising.
This isn’t tennis, figure skating or golf. You’re not one person trying to be the best you can be, with all the glory accruing to you. You’re part of a team, all pulling together in the same direction, with the glory accruing not just to your team but also to your fans and your community.
Siloes don’t work in fundraising.
You aren’t saving up grain for the winter. Besides, simply hoarding won’t help enough. Development operations must figure out how to grow and harvest as much grain as possible so you can feed more and more people in need. Hoarding in siloes is a scarcity, not an abundance, mindset. A status quo, not a growth mindset.
If you have vision and big goals you need a team to see you through.
Begin with recruitment of stakeholders.
Look around you. Who do you see? You see internal and external stakeholders. People who care about your organization winning.
Generally, you’ll see:
Could you be getting it all wrong when it comes to the what, who, where, why, how and when of your nonprofit’s communications and fundraising as this pandemic plays out?
You could.
Especially if you’re leading from opinion above knowledge. You know, going with your gut when it comes to what your donors want or need from you right now. Otherwise known as guessing.
That’s never a good idea for someone whose job is to facilitate philanthropy. Because a lot is known about how much joy it brings people to demonstrate their ‘love of humanity’ through philanthropic acts. Your gut telling you donors don’t want to be invited to become heroes? P’shaw.
Now, thanks to the folks at Blue Frog Fundraising, more is known about how donors feel about giving in response to the current pandemic. In the recently revealed Coronavirus Research Findings: What do donors think now? they focus on what donors have told them about how their approach to giving has changed. Or hasn’t.
These philanthropy trends are important to understand, so I’ve selected the most salient among their key findings (highlighted in the break-out boxes) and have grouped them according to the traditional journalist’s rubric of what, who, where, why, how and when.
I’m going to explain what your nonprofit should do to show donors you do, in fact, understand where they’re coming from.
Before taking any marketing message or fundraising appeal off your plate, and before adding anything new, always make sure to ask yourself these six important questions! They will help you assess almost any situation, plus focus your efforts and aid you in telling more relevant, compelling stories.
Let’s get started…
Today would have been Dr. Martin Luther King’s 91st birthday. During his lifetime he challenged us to recognize the privilege of being part of the struggle for goodness to prevail. He did not live to get to the promised land, yet he saw it from the mountain top. And in his famous speech he mused on the question of what he would say were he to be given the extraordinary opportunity to live in any moment in history. His answer to the Almighty was, “If you allow me to live just a few years in the second half of the twentieth century, I will be happy.”
Today we are here, and our challenge is whether we can approach our world with the same degree of gratitude and moral resolve. Our times are challenging. Political division, escalating, senseless violence across the planet, threats to free speech, the spread of fake news, a deepening divide between classes, the existential threat of climate change, and a creeping sense of dread as events begin to seem out of our control. The world can seem a cruel and barbaric place. Philanthropy – love of humankind — can seem elusive. Yet it’s right here. In each of us.
King challenges us to recognize that even in dark times, there is light to be found: “I know that it’s only when it is dark enough that one can see the stars.” As we toil in the vineyards of the social benefit sector, it is our privilege — and responsibility — to carry Dr. King’s torch and let shine the light. To muster all our spiritual, moral, individual, and communal resources to drive out the darkness. Today, with my annual “I Have a Dream” post, I invite you to consider what you can do to adapt, stay positive and make a beneficial impact on the world within and around you — yourself, your family, your friends, your neighbors and strangers.
“The time is always right to do what is right.” ~ Martin Luther King Jr.
I have a dream for 2020 – and beyond. I have a dream this is the year your organization will move beyond defining yourself by what you’re not (nonprofit) and will begin to define yourself by what you are (social benefit). I have a dream this is the year your people will move from an attitude of taking and hitting people up (aka “fundraising”) to a mindset of giving and lifting people up (aka “philanthropy”). I have a dream this is the year your staff and volunteers will move from enacting transactions to enabling transformation.
I have a dream you will push yourself and your organization this year. You will take the bull by the horns, adapt to the digital revolution and open yourself to the possibilities change brings. You will give up on the static donor pyramid, ladder and funnel theory of engagement and put your donor at the center of a new, active engagement model that reflects the myriad ways people connect with organizations and causes today. You will find donors where they are.
I have a dream you will learn who your best influencers and advocates are and you will embrace them. You will recognize you are no longer your best messenger. You will understand many forces beyond you influence your donor’s decision to invest with you, and you will expand your thinking and operations from a one-dimensional to a multi-dimensional model. You will allow your constituents to engage with you at multiple points of entry, and to move freely between these points during the life cycle of their engagement.
I have a dream you will think big, because thinking small will not get you where you need to go.
The use of Donor Advised Funds (DAFs) as a means for individuals to make philanthropic gifts continues to rise. So much so, in fact, I felt it imperative to help you understand how they work and how they may be of benefit to your charity.
Why?
Today we’re going to take a look at:
Let’s begin at the beginning.
Dr. Martin Luther King, Jr. spoke of standing up for what’s right, even when it isn’t convenient. There is so much happening in the world around us today, and at such an unprecedented, rapid pace, it’s sometimes challenging to make sense of it all. And, in particular, our place in it all. How will we face the world of 2019 and beyond? What challenges will we take on, and how? What can we do as individuals, as groups, as organizations, and as a community to adapt, stay positive and make a beneficial impact on the world within and around us — ourselves, our families, our friends, our neighbors and strangers. What can we do, especially, to protect and defend and care for the most vulnerable among us? What can we do that is not just transactional, but transformational?
“The time is always right to do what is right.” ~ Martin Luther King Jr.
I have a dream for 2019 – and beyond. I have a dream this is the year your organization will move beyond defining yourself by what you’re not (nonprofit) and will begin to define yourself by what you are (social benefit). I have a dream this is the year your people will move from an attitude of taking and hitting people up (aka “fundraising”) to a mindset of giving and lifting people up (aka “philanthropy”). I have a dream this is the year your staff and volunteers will move from enacting transactions to enabling transformation.
I have a dream you will push yourself and your organization this year. You will take the bull by the horns, adapt to the digital revolution and open yourself to the possibilities change brings. You will give up on the static donor pyramid, ladder and funnel theory of engagement and put your donor at the center of a new, active engagement model that reflects the myriad ways people connect with organizations and causes today. You will find donors where they are.
I have a dream you will learn who your best influencers and advocates are and you will embrace them. You will recognize you are no longer your best messenger. You will understand many forces beyond you influence your donor’s decision to invest with you, and you will expand your thinking and operations from a one-dimensional to a multi-dimensional model. You will allow your constituents to engage with you at multiple points of entry, and to move freely between these points during the life cycle of their engagement.
I have a dream you will think big, because thinking small will not get you where you need to go.
You probably know my tagline is “Philanthropy, Not Fundraising.” It’s my overarching philosophy, and I welcome you to read about it here. But make no mistake…
I’m still using the word fundraising. In fact, I wrote an article entitled To Sell is Human; To Give, Divine – Why We’re All in Fundraising Now. I understand this may be a bit confusing. In fact, I’ve had some comments to that effect. Some of you hate the word philanthropy; others hate the word fundraising. So, let’s clairify.
If you want to move from a culture of transactions to one of transformation don’t get bogged down worrying about semantics! You say potato; I say potahto… a rose by any other name… It’s the CONCEPT of “philanthropy, not fundraising” I’m hoping you’ll grasp. The point is to come from a place of love; not need. A place that centers on your donor; not you. A place that is deeply relational; not one-sided. A place that focuses on impact and outcome, not money and process.
Let me share a few comments I received and contribute my thoughts:
It’s common for retail businesses to adopt the mantra: “The customer is always right.” But when’s the last time you heard “The donor is always right?” Too often, the opposite is true.
I hear a lot of complaining about donors. They should do this (e.g., give because it’s the ‘right’ thing to do; be compliant and not make us work so hard); they shouldn’t do that (e.g., give any way other than ‘unrestricted’; require reports that take us hours to complete). I don’t hear enough of “What can we do to delight our donors today?”
What can you do to delight your donors?
Dr. Martin Luther King, Jr. spoke of standing up for what’s right, even when it isn’t convenient. There is so much happening in the world around us today, and at such an unprecedented, rapid pace, it’s sometimes challenging to make sense of it all. And, in particular, our place in it all. How will we face the world of 2018 and beyond? What challenges will we take on, and how? What can we do as individuals, as groups, as organizations, and as a community to adapt, stay positive and make a beneficial impact on the world within and around us — ourselves, our families, our friends, our neighbors and strangers. What can we do, especially, to protect and defend and care for the most vulnerable among us? What can we do that is not just transactional, but transformational?
“The time is always right to do what is right.” ~ Martin Luther King Jr.
I have a dream for 2018 – and beyond. I have a dream this is the year your organization will move beyond defining yourself by what you’re not (nonprofit) and will begin to define yourself by what you are (social benefit). I have a dream this is the year your people will move from an attitude of taking and hitting people up (aka “fundraising”) to a mindset of giving and lifting people up (aka “philanthropy”). I have a dream this is the year your staff and volunteers will move from enacting transactions to enabling transformation.
I have a dream you will push yourself and your organization this year. You will take the bull by the horns, adapt to the digital revolution and open yourself to the possibilities change brings. You will give up on the static donor pyramid, ladder and funnel theory of engagement and put your donor at the center of a new, active engagement model that reflects the myriad ways people connect with organizations and causes today. You will find donors where they are.
I have a dream you will learn who your best influencers and advocates are and you will embrace them. You will recognize you are no longer your best messenger. You will understand many forces beyond you influence your donor’s decision to invest with you, and you will expand your thinking and operations from a one-dimensional to a multi-dimensional model. You will allow your constituents to engage with you at multiple points of entry, and to move freely between these points during the life cycle of their engagement.
I have a dream you will think big, because thinking small will not get you where you need to go.
There is so much change occurring in the world around us, and at such an unprecedented, rapid pace, that it’s sometimes challenging to make sense of it all. And, in particular, our place in it all. How will we face the world of 2017 and beyond? What challenges will we take on, and how? What can we do as individuals, as groups, as organizations, and as a community to adapt, stay positive and make a beneficial impact on the world within and around us — ourselves, our families, our friends, our neighbors and strangers. What can we do, especially, to protect and defend and care for the most vulnerable among us? What can we do that is not just transactional, but transformational?
I have a dream for 2017– and beyond. I have a dream this is the year your organization will move beyond defining yourself by what you’re not (nonprofit) and will begin to define yourself by what you are (social benefit). I have a dream this is the year your people will move from an attitude of taking and hitting people up (aka “fundraising”) to a mindset of giving and lifting people up (aka “philanthropy”). I have a dream this is the year your staff and volunteers will move from enacting transactions to enabling transformation.
I have a dream you will think big, because thinking small will not get you where you need to go. You will understand there is great power in a big, wildly exciting vision. You will share this vision broadly to attract people — and financial resources — to your cause. You will no longer be content to remain a “well-kept secret.”
I have a dream you will learn who your best influencers and advocates are and you will embrace them. You will recognize you are no longer your best messenger. You will understand that many forces beyond you influence your donor’s decision to invest with you, and you will expand your thinking and operations from a one-dimensional to a multi-dimensional model. You will allow your constituents to engage with you at multiple points of entry, and to move freely between these points during the life cycle of their engagement.
I have a dream you will push yourself and your organization towards transformative change.
In Part 1 I laid out why philanthropy inspires, and fundraising tires.
Fundraising must be done, of course, but there’s something about how it’s been practiced in the past that turns too many people off. It’s been connoted as being all about money, when really it’s all about valued outcomes.
These valued outcomes are shared by many who support the cause – donors and non-donors. Employees and volunteers. Development departments and program departments. Major gifts staff and annual giving staff. All these folks have a collective stake in the nonprofit’s survival.
Philanthropy is a mindset. An embracing culture. A noble value.
Fundraising is a means towards that end. Servant to philanthropy.
Philanthropy, not fundraising.
This has been the tagline for my business and blog since I began Clairification in 2011. It grew naturally out of my experiences working as a frontline development director for 30 years. I’ve always insisted that no single person could possibly receive credit for a donation. “Donors don’t give because of development staff,” I’d tell program staff. “They give because of the great work you do!”
I have a dream for 2016– and beyond. I have a dream this is the year your organization will move beyond defining yourself by what you’re not (nonprofit) and will begin to define yourself by what you are (social benefit). I have a dream this is the year your people will move from an attitude of taking and hitting people up (aka “fundraising”) to a mindset of giving and lifting people up (aka “philanthropy”). I have a dream this is the year your staff and volunteers will move from enacting transactions to enabling transformation.
I have a dream you will think big, because thinking small will not get you where you need to go. You will understand there is great power in a big, wildly exciting vision. You will share this vision broadly to attract people — and financial resources — to your cause. You will no longer be content to remain a “well-kept secret.”
I have a dream you will learn who your best influencers and advocates are and you will embrace them. You will recognize you are no longer your best messenger. You will understand that many forces beyond you influence your donor’s decision to invest with you, and you will expand your thinking and operations from a one-dimensional to a multi-dimensional model. You will allow your constituents to engage with you at multiple points of entry, and to move freely between these points during the life cycle of their engagement.
I have a dream you will push yourself and your organization towards transformative change.
It’s common for retail businesses to adopt the mantra: “The customer is always right.” But when’s the last time you heard “The donor is always right?” Too often, the opposite is true.
I hear a lot of complaining about donors. They should do this (e.g., give because it’s the ‘right’ thing to do; be compliant and not make us work so hard); they shouldn’t do that (e.g., give any way other than ‘unrestricted’; require reports that take us hours to complete). I don’t hear enough of “What can we do to delight our donors today?”
What can you do to delight your donors?
I have a dream for 2015 – and beyond. I have a dream this is the year your organization will move beyond defining yourself by what you’re not (nonprofit) and will begin to define yourself by what you are (social benefit). I have a dream this is the year your people will move from an attitude of taking and hitting people up (aka “fundraising”) to a mindset of giving and lifting people up (aka “philanthropy”). I have a dream this is the year your staff and volunteers will move from enacting transactions to enabling transformation.
I have a dream you will think big, because thinking small will not get you where you need to go. You will understand there is great power in a big, wildly exciting vision. You will share this vision broadly to attract people — and financial resources — to your cause. You will no longer be content to remain a “well-kept secret.”
I have a dream you will learn who your best influencers and advocates are and you will embrace them. You will recognize you are no longer your best messenger. You will understand that many forces beyond you influence your donor’s decision to invest with you, and you will expand your thinking and operations from a one-dimensional to a multi-dimensional model. You will allow your constituents to engage with you at multiple points of entry, and to move freely between these points during the life cycle of their engagement.
I have a dream you will push yourself and your organization towards transformative change.
Fundraisers report that money is the number one reason they leave their jobs [See Part I of this two-part series here]. While I do believe too many fundraisers are underpaid relative to their skill sets and performance, I’ve a hunch it’s not the real chief culprit for fundraiser dissatisfaction. What is?
Here comes this month’s *SMIT (Single Most Important Thing I have to tell you):
I’m still using the word fundraising. In fact, my most recent post was To Sell is Human; To Give, Divine – Why We’re All in Fundraising Now. I received a lot of feedback (mostly embracing) on the first post in my 2013 Series: Philanthropy; Not Fundraising. But there’s evidently some confusion. So, let’s clairify.
If you want to move from a culture of transactions to one of transformation don’t get bogged down worrying about semantics! You say potato; I say potahto… a rose by any other name… It’s the concept I’m hoping you’ll grasp. The point is to come from a place of love; not need. A place that centers on our donor; not us. A place that is deeply relational; not one-sided.
Let me share a few comments I received and contribute my thoughts:
I have a dream for 2013 – and beyond. I have a dream this is the year your organization will move beyond defining yourself by what you’re not (nonprofit) and will begin to define yourself by what you are (social benefit). I have a dream this is the year your people will move from an…
Did you ever wonder if there is a foolproof way to communicate with donors?
Actually, there is!
And it’s not about process.
It’s about another ‘P’ word.
Can you guess?
I’ll give you a hint.
It relates to the secret business your nonprofit is in.
You may think you’re in (arts, healthcare, human services, environment, social justice, animal rescue, education or whatever) but, fundamentally, your core business is something else. Something deeper.
Something that emanated from whoever founded your nonprofit.
Without this special something, your nonprofit wouldn’t exist.
Have you figured it out?
Annual reports don’t have to be dry as dust. In fact, the most effective ones are not financial reports; they’re a story with the donor at the center. And they inspire action.
When you consider all the blood, sweat, tears and money that go into them, you want to assure they:
Towards getting the biggest bang for your annual report buck, consider renaming them (or at least thinking about them) as Gratitude Reports. Make them all about your donors, how grateful you are to them for making your work possible, and how appreciative you are for all the accomplishments they enabled.
Rather than “2023 Annual Report,” consider a more donor-centered title like “Generosity Report,” “A Gratitude Report,” “The Year of the Donor,” “Impact Report.” or “You Make it Possible.” I’ve seen all of these; feel free to get creative and let your title guide your content!
Do you want to risk not receiving generous gifts you could have otherwise received, just because you failed to go the extra mile to share relevant, useful and even critical information? Or because you just did the most basic things, failing to do what would have made your communications really stand out?
Your job as a philanthropy facilitator is to do everything in your power to make giving to you as easy, joyful and rewarding as possible.
Everything.
Do you?
Doing everything means
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.
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.
Fundamentals 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:
Today we continue with four more.
Let’s get started!
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.
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!
Do these four things:
I 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).
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:
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
It’s tone deaf to 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.
Just about every nonprofit at this point understands they need: a robust way to communicate with and engage constituents. a user-friendly way to record this engagement so they can track actions, monitor performance and either automate or personalize future engagement, as appropriate. Technology is a tool to help you do and better. Enter CRM…
… 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 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.
TRUTH 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.
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):
One 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!
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.
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:
If you’re fortunate enough to be a successful nonprofit, this means you’re helping solve some of the world’s most pressing problems.
Trust 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.
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:
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.
Have 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.
You’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.
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.
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.
The 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:
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.
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.
When organizations aren’t raising as much money as they need, they’ll often tell me: “We need to recruit new board members.” This is very often true, but it’s only a piece of the puzzle as to why they’re not being successful with fundraising. So if you’re about to embark on some board recruitment, I…
What will you hope for in the coming year? Recently a college classmate asked me and others this question, ruminating on how hope and optimism are similar yet different. It struck a chord with me (Thank you David Mahoney). You see, I’m not generally an optimist. Yet I’m often hopeful. I’d just never taken time…
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?
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