“If you don’t know where you’re going, any road will take you there” – Lewis Carroll This is actually a paraphrase of an exchange between Alice and the Cheshire Cat in Alice’s Adventures in Wonderland. I use it often to encourage people to develop and stick to a plan. Lewis Carroll, on the other hand,…
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When you’re not aware you’re making a mistake, it’s hard to avoid it.
So let’s get curious. I’m going to ask you to close your eyes for a minute to imagine a donor you’ve been wanting to ask for a major gift. I’m going to ask you to visualize a space where you’re meeting. Put them in your office, their home, a café or even a Zoom screen. Choose what’s comfortable, and where you think you’d be most likely to meet with this donor within the next month or so.
Okay… do you have your donor and your meeting space in mind? Excellent!
Now, before closing your eyes, commit to visualizing these four things:
Okay, are you ready to close your eyes? Even if this feels a little weird, why not give it a try?
EXERCISE: You can do this by yourself, but it works better if you do it in a pair. Find a co-worker, friend or family member to prompt you to close your eyes and take a few deep breaths. Notice if you’re holding tension anywhere in your body. Relax those areas (forehead; neck; shoulders; hands; belly; thighs; calves; feet). Now have them ask you the following questions:
(1) Pick a donor to meet with.
(2) Pick your meeting space.
(3) Pick an additional person to support you in the room (e.g., program director; subject matter expert; volunteer; executive director; board member; other donor). Describe who they are, and how it feels having them there.
(4) Open the conversation. What are you saying to them? What are they saying back? What’s their body language? Are their eyes lighting up? Are they smiling? Leaning forward? Play this scenario out just a bit, until you get to a place of comfort or discomfort.
Then open your eyes.
What felt comfortable to you? Uncomfortable? Did it feel more comfortable and pleasant than you may have imagined?
Smiling people, committed to the same cause, hanging out in a comfortable space together…. from such a space can come many good things.
Take a few minutes to journal some answers to those questions. I guarantee this will help you shift the energy for the next time you move into this space – in real time – with a donor.
It’s not fatal; you can correct it. But first you have to recognize it happened!
Mistakes in major donor conversations generally arise when you don’t know enough about the donor, or vice-versa. That’s why there are two kinds of major donor visits:
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Are you throwing your former board members out like yesterday’s trash?
This may not be your intention, but you’re kind of guilty of this if you don’t continue to (1) let them know how special they are, and (2) build personal relationships with them. After all, one of the foundations of Penelope Burk’s groundbreaking work in Donor-Centered Fundraising is the finding donors want one thing first and foremost: “Show me that you know me.”
CONSIDER THIS:
Every single communication with a former board member should let them know you know who they are.
If you treat them like they’re toast, don’t be surprised when they start sending you little bread crumbs instead of the whole slice – or loaf – they once sent. People want to be appreciated. It’s just human nature. And facilitating philanthropy (the word literally means “love of humankind”) is a very human endeavor.
Don’t stop loving your former board members.
Stop blaming them for stopping to love you. Blaming is a cop out. Instead, look in the mirror and see what part you may be playing in their changed behavior.
SPECIAL TIP: You can apply much of the suggestions in this article to former staff as well. I often marvel at the hands-off way I’m treated by some of the places where I once worked, sometimes for many years. Places where I donated too, because I believed in the mission. Now I’m just a “prospect” or “lapsed donor” to them, and the communications I receive come across a bit infantalizing. After all, I know this stuff. I wrote a lot of this stuff! It just feels like they’re telling me “since you don’t work here any more, you mean nothing to us.”
Former board should be one of your top segments for cultivation!
IN A NUTSHELL:
- They have a deep understanding of your vision, mission and values.
- For years, they made your nonprofit one of their top philanthropies.
- They have numerous connections with your cause, including relationships with staff, each other, and even beneficiaries.
- At one point you were part of their identity and family.
- You likely have a special place in their heart.
- They may even have included you in their estate planning!
Don’t stop making beautiful music together! Continue to treat them personally, unless they specifically ask you to stop. Don’t simply relegate them to your impersonal e-news mailings or mass annual appeals. Treat them like major donors and develop a love and loyalty strategy that invites them to stay engaged with you, albeit in a new way.
Early in my career I received a piece of fundraising advice that has stuck with me to this day:
People are all people.
And what do you do with people if you want to build a relationship?
You get PERSONAL!
In fact, if I had to tell you how to win over donors with just one word, “personal” is the word I’d choose.
Let it underscore everything you think about and do.
Your annual appeal writing. Your special events. Your newsletters. Your blog posts. Your proposals. Your reports. Your social media. Your donor cultivation.
If you take just this one word to heart — PERSONAL — you’ll be leaps and bounds ahead of the competition.
Though we we give lip service to the importance of practicing empathy and donor-centricity, truly valuable tools in building donor relationships, these terms are subsumed by the umbrella of the ‘person’ to whom they apply. Start there.
Visualize your person, and before engaging in any strategy or tactic, ask yourself:
Is there a more personal way to deliver this message?
Make sense?
Today, in a still-disrupted, socially distanced, increasingly virtual environment, with striving for greater diversity, equity and inclusion at the forefront, how you get personal and how you define people are more important than ever.
Today I’d like to flesh out the multiple meanings of this word, and discuss how getting personal can help you achieve your nonprofit fundraising and marketing goals.
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You are known by the company you keep.
No nonprofit stands alone.
It may be born alone, or die alone, but it stands together.
That’s because it’s not about “I,” but about “we” and “us.”
Your nonprofit not only fulfills a demonstrated need, but it addresses problems other folks agree need addressing. All of you are “in” on addressing the problem and making the community and world a better place.
The company you keep should reflect your community.
Community based. Significance-based. Story-based.
Friendships. Deep connections. Relationship building.
This all creates the nonprofit brand.
Put another way, as my friends at The Ross Collective say: “People who are closest to the problems are weighing in on the solutions.”
Have you ever received confoundingly terrible customer service? Maybe at a restaurant, hotel, fast food restaurant or retail outlet? It happens all the time and, likely, you’ve thought to yourself: “Why on earth are they treating me like this? It’s so stupid! Don’t they realize I’ll never come here again?”
Sadly, this is exactly what many donors feel when:
“Customer service, like everything an effective organization does, changes people.”
Think about it. When you experience poor service in the for-profit world, it’s likely because the person with whom you’re interacting has no stake in the business. They see their job as just a job, and really don’t care about the business as a whole. Whether or not a customer returns again means little to them.
This also happens at nonprofits without a donor-centered culture of philanthropy. While the customer, or donor, may not always be exactly “right,” it is imperative everyone in your organization recognizes and appreciates the value donors bring.
“Each person directly associated with your organization should value donors and implicitly or explicitly express that value with gratitude and appreciation. No exceptions.”
— Brian Lauterbach, fundraiser, consultant, entrepreneur
“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
DetailsNOTE: How to instill a culture of philanthropy is a topic for another article (like this one), but at base it has to do with how people treat each other in your organization.
Want your donors to sustain you? Then you can’t consume them in five minutes.
Yet all too often nonprofits treat their donors exactly like a gumball dispensed from a machine. Chew it up. Spit it out. Done.
Oh, yeah… maybe you send a quick thanks to whoever gave you the change to buy the gum. But that’s as far as your gratitude takes you. You’re over it. You never even think about that gumball again. You probably can’t even remember what color it was. You’re off hunting down your next snack.
Little snacks are nice. But they won’t sustain you over time.
One-time donations are the same way. And they’ll stay that way – one time – if you treat them the way you treat your gumballs.
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I generally counsel nonprofits to call and thank their donors.
It’s personal, unexpected and just plain nice. We could all use a little more “nice” in our lives.
But there’s a right and wrong way to express gratitude
One is authentic and meaningful.
The other is robotic and meaningless. Maybe even off-putting.
Here’s a transcription of a voicemail left for me last week from a well-known national charity with local branches:
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Today a friend, who serves on the board of a struggling local arts organization, asked me what they can do to increase their fundraising. I asked her a few questions; then answered simply: “Have more conversations with people; make more friends.”
You see, they have people who know about them but they’re just not giving.
They have donors, but they’re not giving enough.
Why? Because they haven’t been treated like friends and family. They don’t feel connected.
What’s the best advice to build stronger connections with likely supporters?
Remember this basic truth. Humans are a social species.
People also buy from people.
So if you consider fundraising “making a sale” (which I do, because it’s part of being human to be constantly trying to persuade others; read Daniel Pink’s To Sell is Human), you must show up as authentically human.
And how do you do this?
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Are you in the right pond?
Alas, nonprofits spend too much time thinking about the right way to ask people for donations, yet not enough time thinking about who the right people are to ask.
It’s like buying a perfect fishing rod and reel, learning how to cast, and then casting off into empty waters.
Folks, success — in fishing and fundraising — takes more than toiling, tackle, and time.
If you are fishing in the wrong place, nothing else matters.
Determining who to include in your major donor prospect portfolio takes work. It’s not something to be done on a whim (or on the whim of a board member who throws out the name of a celebrity who resides locally or a nearby venture capitalist or tech CEO.) That’s why I put “Prospect” in quotes, because So-and-So is not a viable prospect for you in any of the following circumstances.
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