5 Strategies to Improve Nonprofit Use of Donor Data

I cannot tell you how many times I begin a consultation with a small nonprofit, only to discover they have no real donor database (to collect and store data) or CRM (to effectively manage donor relationships).

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

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

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

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

Today we live not only in an era of ‘Big Data,’ but in one in which much of this data is AI-enabled. Which means understanding why data is important, what data is most meaningful to you, and how to prioritize data collection and evaluation strategies to help you reach your goals has never been more important.

If your nonprofit fundraising and marketing strategy is not currently undergirded by data — whether AI-empowered or not yet —  I guarantee you’re missing opportunities, working inefficiently and leaving money on the table.

Could you use a bit of guidance?

Read on…

Details
Leave a commentStrategy & Management
cat and bird size each other up

Show Me You Know Me* — 5 Strategies To Sustain Donor Relationships

 

cat and bird size each other upLet’s pretend you and your donor are not connecting meaningfully right now. You’re not sure why. Could it be they feel financially insecure…  they’re worried for their kids… they’ve been let down by politicians… they’re just feeling cynical and/or hopeless? For whatever reason, things aren’t singing between you and them. They haven’t renewed. They haven’t upgraded. They haven’t responded to any of your outreach. They seem to have other priorities.

So, you decide to go to counseling to reinvigorate the relationship. The therapist makes a wise observation: Sometimes in life, one partner feels strong; the other less strong. In such times, the stronger partner has resources to support the weaker partner. Other times, neither partner feels they have coping resources. During these times, we have to depend more on ourselves, be patient, and accept that our partner is not currently in a strong position – even though we really need their support.

Are you being a support for your donor? Are you helping, not selling all the time? Are you being patient, yet persistently showing you care?

We’re in turbulent times.. Alas, as need is burgeoning there are fewer individual givers.  During the pandemic, some industries, like education, began losing support. As did many smaller charities not involved in addressing hot-button topics. And prior to the pandemic studies showed giving to be sluggish. Donors are less loyal. Donors may be distracted by emergencies. Or so-called rage giving. Or simply uncertainty about what lies ahead. So they’re giving less consistently. As a result, donor centered fundraising has never been as important as it is now.

People are feeling a need to be nurtured. In other words: Ask not what your donors can do for you, but what you can do for your donors. Recognize they don’t serve you; you serve them. They don’t owe you; you owe them.  Your job is to help them experience the joy of giving. It is through you they will achieve their most meaningful work.

Embrace the true meaning of philanthropy as love of humankind.  Remember your donors are humankind; you must love them if you want to be a part of philanthropy.  Otherwise, you’re just transacting business.

So… what can you do to embrace love — 360 degrees — and thereby open the doors to passionate philanthropy?

Details
2 CommentsDonor Retention

Coping in Trying Times: Empathy + Innovation are Essential Nonprofit Philanthropic Strategies

How will you and your nonprofit make it through these trying times? Two words: EMPATHY. INNOVATION. These are the two qualities most needed in today’s topsy-turvy world. And they’re by far the best way to connect meaningfully with your constituents. I’d like you to think of them as your newly essential fundraising and communication strategies.…

Details
Leave a commentStrategy & Management
Sign StaySafeBeKind

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?

Details
1 CommentStrategy & Management

4 Keys to Raise Money in Today’s Attention-Sucking Nonprofit Jungle

Photo of 4 keys

Wondering where fundraising is heading in our highly networked, overly saturated, noisy-as-all-get-out post-digital revolution world? A world that’s really a jungle, with so much competition for attention — for-profits, other nonprofits, socially conscious businesses, political campaigns, friends, and family?

Your mantra can no longer simply be about “creating awareness.”

Alas, attention is increasingly ephemeral.

The new nonprofit currency is not creating attention. It’s building loyalty.

You simply can’t afford to keep losing 8 out of 10 new donors. Which means it’s time to reframe how you do fundraising. It can’t be primarily about going after money. It has to be about giving, and receiving, love. If you do it the right way, money will follow as a natural outgrowth. [I’m going to talk about this more in an article focusing on “connection” next week.]

Today, I want to explore 4 keys to raising money in our revolutionized technological zeitgeist.

Of course, sometimes it’s easier said than done.

Bad News/Good News:

The fundraising environment is altered. Mostly due to technology.

Lots and lots of technology.

AI fuels both predictive models and automation. Software enables multiple, simultaneous email campaigns. New tools allow easy sharing and engagement on social media. High quality photography and video can be made with the ease of a smart phone. Multiple new places regularly emerge to find and connect with potential constituents.  And on and on and on… If you feel you’re being hit almost daily with a firehose of new technologies, you’re not alone.

Technology has made it possible to do things never before imaginable.

But… possible and probable are not the same thing.

Details
Leave a commentOnline Fundraising
Three San Francisco Hearts: City Sprawl; Gathering; A Boricua in San Francisco. Benefit for S.F. General Hospital Foundation.

Progress is transformational. When you arrive, you feel good.

Actually, with the most awe-inspiring transformational journeys, you feel good before, during, when and after you arrive. Why? Because you’re following something that calls to you. The siren song of the calling stirs you, continually. You, your organization, your supporters… you’re all journeying forward on a quest that takes you each where you’re pulled to…

Details
Leave a commentCulture & Values