Author: DonorDreams

How to “make” an effective fundraising volunteer?

Fundraising

Yesterday’s blog post titled “Are fundraising volunteers born or are they made?” stirred the pot for many of you and begged the question: “How do you go about making an effective fundraising volunteer?” So, I thought answering that question would make for a great follow-up post this morning.

When I consider this question, two really goofy and childish analogies immediately come to mind. The first thought that popped into my head is that of Dr. Frankenstein stitching up his newest fundraising volunteer and pulling the switch while proclaiming “It’s alive!” Ummmm . . . maybe this would be the wrong tone for this subject.  LOL

Instead, I decided to pay tribute to my Generation X roots and take a page from an iconic 1970s television show: “The Six Million Dollar Man“. After all, don’t we all wish our fundraising volunteers were worth six million dollars or were capable of raising that sum of money for our agency? LOL

So, let me paint the scene. You and your resource development committee developed a prospect list of volunteers and recruited those individuals to help with your annual campaign. As these individuals stride purposefully through the front door of your agency for their first meeting, you hear those iconic words from the Six Million Dollar Man introduction: “Gentlemen, we can rebuild him. We have the technology. We have the capability to make the world’s first bionic . . . fundraising volunteer.”  Or something like that.   😉

So, now what? What does that approach and support look like?

Training
Formal training is obviously needed, but it must go beyond a simple PowerPoint slide show that illustrates the 12 steps to making an effective face-to-face solicitation. You may want to incorporate some video into this training opportunity. There are many good resources available on the market, and one of those DVD resources is Marc Pitman’s “Ask Without Fear“.

However, don’t stop with a PowerPoint slide show and a few video snippets.

I think people learn by doing, which means getting people to practice what they see. Yes, this means motivating people to do something they dislike, which is role-playing things like: 1) making the ask, 2) answering questions and objections, and 3) using the words they’re provided in the case for support document. To make this easier, don’t ask volunteers to do it in front of the large group . . . break them into pairs or groups of three and facilitate small group role-playing.

Support material
You can help improve the effectiveness of your fundraising volunteers by ensuring they have what they need to do a good job:

  • solicitation materials
  • pledge cards
  • donor profile sheet including contact info, giving history, and a specific ask amount for this particular campaign
  • letter to leave behind with the solicitation materials that reminds the donor of what they were just asked to donate (Note: this letter might act as a crutch and help the volunteer NOT leave the pledge card behind.)

The more organized and prepared a fundraising volunteers feels, the more confident they will be when it comes time to making the appointment and solicitation.

Support in-person
I cannot tell you how many fundraising professionals I’ve seen conduct a great training and provide great materials, and then think their job is done. Professional staff are not like orchestra conductors. I personally believe that they are “roll-up-the-sleeves” kind of people who get into the trenches with their fundraising volunteers and participate in solicitation meetings. It is especially critical to go along on solicitation calls with your newest fundraising volunteers. This is an opportunity to model best practices, provide support and encouragement, and coach.

However, there is a huge challenge that exists with this suggestion. Most volunteer will do everything they can to discourage you from going with them. Why? I suspect that it is because they are afraid. Afraid of what? I think they’re afraid of “doing it wrong” and being told to do it differently.

You can easily overcome this, but it will take perseverance on your part. Don’t take NO for an answer. Additionally, you can reduce their fear by easing into this approach. Perhaps, the first solicitation or two is set-up whereby they are simply sharing their passion for your mission and the information from the case statement with you “making the ask” and “closing the deal”. Then in subsequent solicitation meetings, you transition them more into asking for the contribution, answering questions, and overcoming objections.

Campaign structure
If all you do is provide training, support materials and role-modeling, you will still most likely fail in your quest to “make” an effective (six million dollar man) fundraising volunteer. There are structural things you need to develop and implement that create a sense of urgency, accountability, expectation, mission-focus, etc.

A few such structural tools-resources-approaches include: report meetings, weekly progress reports, written job descriptions, and things that remind volunteers why they’re out asking others for charitable contributions. I won’t go into detail because this topic in and of itself could be a blog post.

Retention
The biggest and most important thing you need to do is RETAIN your fundraising volunteers and keep them coming back year-after-year. There is nothing worse than investing time and resources into creating the Six Million Dollar Man, and then start over from scratch next year with a completely new set of volunteers. You need to build FUN and recognition into your fundraising activities.

Every year that a volunteer keeps coming back and making more asks, the more effective they will become. After all, we’ve all heard the expression: “Practice makes perfect”.  Right?

What does your non-profit organization excel at doing to “make” effective fundraising volunteers? Please scroll down and use the comment box to share your favorite training video or best practice. Or share something that you do that you believe makes all the difference in the world. As I always say, we can all learn from each other.

Here’s to your health!

Erik Anderson
Founder & President, The Healthy Non-Profit LLC
www.thehealthynonprofit.com
erik@thehealthynonprofit.com
http://twitter.com/#!/eanderson847
http://www.facebook.com/eanderson847
http://www.linkedin.com/in/erikanderson847

Are fundraising volunteers born or are they made?

Fundraising, Uncategorized, volunteers

I have often wondered if there is an answer to the question posed in the title of this blog post. I think it is almost as classic as the question, “Which came first, the chicken or the egg?” However, unlike the chicken question, the fundraising volunteer question haunts fundraising and non-profit professionals every single day. However, I think I might have some good news after attending an annual campaign kickoff meeting a few weeks ago for one of my favorite non-profit organizations.

Before sharing the good news, I think it is important to start by looking at the question, “What traits and skill sets does a good fundraising volunteer possess?” While I probably could’ve developed this list from my 15 years experience of working with fundraising volunteers, I decided to be lazy this morning and found a great online article by Nikki Willoughby at eHow.com titled “The Job Description of a Fundraising Volunteer“. The following are a few traits and skill sets that Nikki pointed out:

  • Good communicator
  • Persuasive
  • Mission-focused
  • Keen understanding of the agency they are fundraising for
  • Computer skills and general understanding of how to use the telephone (I am not kidding . . . I encourage you to click the link and read the article for yourself)
  • Being an extrovert helps
  • Salesmanship skills
  • Goals-oriented and driven

I believe Nikki generally hit the nail on the head. The only thing I would add to her laundry list is that an effective volunteer fundraiser must value the ideas of “philanthropy” and “charity”. Most importantly, they need to be a current donor to the non-profit organization to which they are asking others to make a charitable gift.

Unfortunately, this list doesn’t help us answer the question “Are fundraising volunteers born or made?” because some of the skills and traits cannot be taught such as being an “extrovert”.  (Note: I happen to know a number of “introverts” as defined by the Myers Briggs personality test who I consider good fundraising professionals. So, I’m not sure if being an extrovert belongs on Nikki’s list. However, since I am an extrovert, I’m going to pass on arguing the point)   😉

As promised in the introduction, I have some good news for those of you who think you can train anyone to be a good fundraising volunteer.

A few weeks ago, I was asked to serve as an annual campaign fundraising volunteer for one of the non-profit organizations in my community. At the kickoff meeting, I bumped into someone I first met 12 years ago. In an effort to “protect the innocent,” I will refer to her as “Jane”.

When I first met Jane in 2000, she was perhaps one of the most reluctant fundraising volunteers that I’ve ever met in my life. I must admit that she doesn’t even come close to fitting that description today.

As I approached the building where the kickoff meeting was being held, we accidentally bumped into each other, hugged and exchanged warm greetings. And then it happened  . . . before I even knew what hit me, she launched into a fundraising pitch. The case for support wasn’t for the organization who was hosting the kickoff meeting. It was for a local church who was trying to raise enough money to buy a LCD projector for their sanctuary. (Note: this wasn’t even for the church she belongs to!!!)

Yep, you guessed it . . . in short order she had me signing a pledge card.

Fast forward through the meeting and training, and Jane proudly shared a story with me about a solicitation she made last year with a very reluctant donor. Without breaking confidences, let me just say: “she came, she saw, and she conquered”. She ended her story by sharing what she thought was the secret to her success:

Don’t take NO for an answer
and
Refuse to leave their office until you get the signed pledge card

I can only imagine how many of my fundraising friends who are reading this blog post right now are wincing. Please know that I’m not sharing this story as a “best practice”. Instead, I am point to it as PROOF . . . I am more convinced after seeing Jane’s transformation that fundraising volunteers are “made” and not “born”.

Twelve years ago, Jane had a tough time even thinking about asking others for a pledge to the annual campaign. Today, she is a grizzled fundraising veteran who won’t take NO for an answer.

I am one of Jane’s biggest fans! However, I need to remember to never invite her into my home office.  LOL  😉

So, what do you think? Are fundraising volunteers born or made? Do you have any personal stories that you’d like to share that proves your point? Please scroll down and use the comment box.

Here’s to your health!

Erik Anderson
Founder & President, The Healthy Non-Profit LLC
www.thehealthynonprofit.com
erik@thehealthynonprofit.com
http://twitter.com/#!/eanderson847
http://www.facebook.com/eanderson847
http://www.linkedin.com/in/erikanderson847

Marketing does not equal resource development, usually

Fundraising

A very good friend of mine from Ohio emailed me last week and said that her soap box topic for the month of March for any non-profit who would listen was: “marketing is not resource development“. Oddly enough, I too spent the month of March telling many people the exact same thing. So, this morning I decided to climb to the top of my online soap box and yell as loudly as possible that “Marketing does not equal resource development, usually“.

First, let me address the issue of why I used the word “usually”. Simply stated in two words . . . “Cause-related Marketing”.

For those of you who are still wrestling with what cause-related marketing is all about, I point you in Joanne Fritz’s direction. She has written a number blog posts on the subject including “Five Best Cause Marketing Programs For Local Nonprofits“. In this instance, cause-related marketing is a solicitation tool and can become a part of a non-profit organization’s comprehensive resource development plan.

So, what exactly is “resource development”?

Without looking up definitions in a Fundraising 101 textbook, I’ve always thought of resource development as a big machine with a number of cogs that work together. Those cogs have the following names:

  • Prospect identification
  • Prospect introduction
  • Prospect cultivation
  • Prospect solicitation
  • Donor stewardship

In recent months, I have come across a number of non-profit organizations (esp. board volunteers), who believe that their agency simply needs to invest in more marketing to solve their revenue problems. The implication is that there is a direct relationship between dollars coming in and the agency’s visibility.

Please don’t get me wrong. I am not “hating” on marketing people today. In fact, I love the marketing profession and spent three years working as a newspaper journalist. I love my marketing friends; however, I really want them to stop telling my non-profit friends that they have the cure for their revenue ills.

Yes . . . yes . . . yes . . . It is true that better marketing will improve an agency’s visibility in the community, which can impact resource development activities like identification, cultivation, and stewardship. It is also true that in some instances like “cause-related marketing” that marketing becomes a solicitation tool. However, in the end, the reality is still:

Marketing ≠ Resource Development

 Let me share a few examples of how marketing professionals and fundraising professions look at the same resource development issues and think differently:

Example #1: How to improve your existing annual campaign?

Marketing professional — give the donor something they really value (like a really nice premium gift). This will change the ROI calculation and result in more donors and increased dollars raised.

Fundraising professional — revise the agency’s case for support, provide better training and support to volunteer solicitors, recruit more solicitors to make more asks . . . these things collectively will allow for a higher quality solicitation as well as more solicitations all of which will result in increased dollars raised.

Do you see the difference in approach?

Example #2: How to engage more prospects?

Marketing professional — purchase advertising (or secure it for free using a public service announcement strategy) in local newspapers, radio and cable television. Tell people about your agency and those who are interested will opt-in using a telephone number, email or website address provided in the ad.

Fundraising professional — engage board members, volunteers, and existing donors in helping you identify their friends who share a common passion for your organization’s mission. Once those prospects are identified, ask those same volunteers and donors to invite their friends to participate in mission-focused activities like an open house, reception, event or cup of coffee with the executive director.

Do you see the different in approaches?

In the for-profit world, those corporations sell “things” (e.g. widgets), and those products are valued by consumers. So, when someone sees a marketing pitch around something they want, then it triggers this impulse to purchase. In my humble opinion, this is not the same dynamic at play when it comes to donors who make charitable contributions to non-profit organizations.

This is not to say that an impactful marketing program isn’t important because it surely is. However, I really want board volunteers to stop pinning their hopes of increased revenue solely on marketing efforts because:

  1. “hope” is NOT a strategy, and
  2. there is no substitute for board members and fundraising volunteers participating in a comprehensive resource development program.

I understand that sitting down and asking people for money can be scary, but it is the only thing in the universe that has ever worked. So, let’s stop “hoping” and looking for ways around it, and let’s start building a resource development machine that is supported by an effective marketing program.

So, do you disagree with me? I know there are tons of people out there who do. If so, please scroll down and share your thoughts using the comment box. Do you agree with me? If so, please scroll down and use the comment box to provide additional examples of how marketing professionals and fundraising professionals approach similar resource development questions from different angles.

We can all learn from each other. I am open-minded and willing to consider other viewpoints.

Here’s to your health!

Erik Anderson
Founder & President, The Healthy Non-Profit LLC
www.thehealthynonprofit.com
erik@thehealthynonprofit.com
http://twitter.com/#!/eanderson847
http://www.facebook.com/eanderson847
http://www.linkedin.com/in/erikanderson847

Have you “Googled” yourself lately? You’d be amazed at what you find!

Fundraising, Mondays with Marissa, technology

How do people get to your website?  A lot of people are going to use a search engine to find a website. They simply type what they are looking for into a search bar. Most of the time, the website they are looking for is at the top of the list.

I say “most of the time” because there are instances where this is not true. The top result might be an article written by the local newspaper about your organization in which case your website might be listed second or even third. The order of search results when a user types the name of your organization into a search engine can tell you a lot about the quality of your website and interactions on social media sites.

Note: For the purpose of this post I will be talking about Google as the default search engine as it widely recognized as a leader in search.

Google is constantly changing and perfecting the algorithm they use to determine how pages are listed when a user searches for something. For example, recently they added “Search Plus Your World” which personalizes results based on your social network connections. The good news about this new feature is that you can help Google figure out how your site gets listed.

Before any of that can happen, you have to find out where your nonprofit agency currently stands in the rankings. Here’s how:

  • Make sure you’re signed out of your  Google account
  • Go to www.google.com
  • Type the name of your organization (or other search term associated with your mission) into the search box
  • Record the top ten results

What came up? Was your site first? Maybe it was your Facebook site. Or your Twitter feed. Maybe it was a Yelp review of an event you held. Was a third-party site listed where you were mentioned?

Make sure you pay attention to the order as they are listed in popularity. A study in 2011 found that the site listed at the top of the Google search results was clicked on 36% of the time. The site listed second was only clicked on 12.5%.  The tenth site on the list was only clicked on 2.2% of the time. If your site is not listed at the top of the page, you’re going to want to change that.

Now, how can you improve the Google results standings for your website?

  1.  Tell Google about it. Google wants to tell people about you, but first they need to know you exist. You can tell them by submitting your content. This will ensure that Google has your site in their index. In most cases they already do, but you want to make sure.
  2. Describe things in detail on your page. The crawlers that Google sends out to the internet can only read text. Every word on your page can be used in the algorithm to send a person to your page. If you have wonderful photo on your site that includes words, Google is not going to know about it. Make sure all photos have captions or use ALT text when posting a photo.
  3. Create quality content for your users. If you do this, people will want to visit your site again and again. This is the main basis of the rankings on the results page. Yes, putting words on your website that are associated with what you think a user might enter into a search engine to find your website will help people find your site once, but will it make people want to come back?

That’s it. It’s as easy as 1, 2, 3.

Just kidding! Search Engine Optimization (SEO) is a huge business and a very complicated subject. For more information you can check out Google’s guidelines by clicking here.

Ok, so we’ve talked about what you can do for your agency’s website, but what about all of those other results. In a perfect world, I would like to see my organization’s website listed first followed by all of the associated social media sites.

How does that happen? Again, the key is to get people to visit your sites, and being active on your social media sites will do exactly that. Also, make sure that all of your social media sites are listed everywhere you can. The description section in most social media sites is a great place to list your other sites if you are not given any other options.

Implementing changes to ensure that your site is at the top of the results list can dramatically increase the number of people (aka prospective donors) that know about your organization. Schedule time to Google yourself from time-to-time and stay on top of it!

Donors and board members also cast long shadows

Fundraising

Welcome to O.D. Fridays at DonorDreams blog. Every Friday for the foreseeable future we will be looking more closely at a recent post from John Greco’s blog called “johnponders ~ about life at work, mostly” and applying his organizational development messages to the non-profit community.

Today we’re focusing on a post that John titled “Dr. Pepper’s Shadow“. In this post, he uses the example of how a CEO’s off-handed cafeteria comment resulted in an inadvertent major change in what was being offered in the beverage cooler.  As John masterfully explains, leaders need to be mindful that they are leaders who are always under the microscope just like the E.F. Hutton television commercials from the 1970s. (By the way, if you’re too young to understand the E.F. Hutton reference, click here for a YouTube reminder)

This happens ALL THE TIME in the non-profit sector. In fact, it is considered by some to be a best practice.

For example, when a donor off-handedly mentions that they value “education” because they were the first member of their family to go to college, many non-profit people are trained to recognize that as GOLD!!! The comment might get captured on a contact report and entered into the donor database. The mail solicitations start echoing messages about effective educational programming. The stewardship discussions with this donor start  revolving around the agency’s educational programming. The major gifts proposals focus on supporting educational programs to support the organization’s mission.

Non-profit fundraising professionals are trained to be like the people who appear in the background of that E. F. Hutton television commercial. Of course, there are consequences to this behavior as John points out in his Dr. Pepper’s Shadow blog post.

After all, isn’t it possible that in the fictitious example I just provided that the donor might “value” education but has fallen in love with your agency for a completely different reason? If so, then overreacting to the revelation that the donor values education might produce a chilling effect on the philanthropic relationship.

The solution is simple. Stop overreacting to isolated data points. Continue capturing whatever you can using contact reports. Continue collecting this interest-based information in your donor database. However, double down on stewardship activities and use this kind of data to drill deeper and develop stronger relationships with your donors.

For example, I can envision an in-person stewardship visit over a cup of coffee where the fundraising volunteer says to the donor, “I’ve heard you say that you cherish educational institutions and the idea of life-long learning, what do you think about some of the educational programs our organization offers clients?”

I can also see a fundraising volunteer in a pre-proposal cultivation meeting saying, “We would like to prepare a major gifts proposal for your consideration. I’ve heard you talk about your passion for education. Would you prefer we focus the proposal on educational programming opportunities or is there something else you’d be interested in hearing more about?”

I think John’s Dr. Pepper phenomenon is a real thing especially in non-profit fundraising circles. What are your thoughts?

In fact, I’ve also seen Dr. Pepper’s Shadow appear in the board room with something as simple as lunch. All it takes is one board member off-handedly saying that they wished there was a tuna sandwich option, and staff scurry around before the next board meeting dealing with menu changes. The consequence might seem inconsequential, but there literally can be a few hours wasted engaging people in tuna conversation. Don’t believe me? I’ve seen it happen!

Have you seen John Greco’s Dr. Pepper phenomenon in action at your agency or someplace else? What were the consequences of it? What do you do to guard against overreacting to comments from donors and board members that were only meant to be off-handed? Please scroll down and share your thoughts in the comment box.

Here’s to your health!

Erik Anderson
Founder & President, The Healthy Non-Profit LLC
www.thehealthynonprofit.com
erik@thehealthynonprofit.com
http://twitter.com/#!/eanderson847
http://www.facebook.com/eanderson847
http://www.linkedin.com/in/erikanderson847

Non-profits can do without the Pepsi-Starbucks-Chase-Kohls voting thing

Fundraising, technology

Perhaps, you’ve had the same experience as I have had in the last few years . . . Your your favorite non-profit organizations ask you to please take a moment out of your busy day to “VOTE” for them in some for-profit company’s social media contest so that they might win “big bucks”. If so, then maybe the following describes your experience, too.

So, of course, I open a new browser window (possibly log into Facebook if that is where it is happening), migrate to the company’s voting page (e.g. the Pepsi Refresh Campaign), and start looking for instructions on how to help my favorite non-profit agency. In a flash, I’m being asked for personal information like my name, email address, waist size, hat size, and shoe size (yes, I am exaggerating, but am I really that far off???)

I close the browser and feel really good about doing something for my favorite charity. It didn’t even cost me a penny. Woo Hoo!!!

And then it happens . . .

The next day, the day after that, and the day after that . . . the charity keeps circling back to me with messages like:

  • We’re still behind in the voting and need you to do it again, AGAIN, a-g-a-i-n!!!!!
  • We need more help. Would you please post this opportunity on your Facebook page?
  • We still need more help. Would you please be proactive and ask everyone in your social network to get out there and vote for us.

UGH . . . Stop the insanity!!!!!!!!!!

This has gotten so bad in the last few years that it isn’t uncommon for me to be asked at least once per month by someone to do something like this. It is the Pepsi Refresh Project . . . American Express Members’ Project . . . Chase Community Giving. Currently, it is Starbuck’s “Vote.Give.Grow.” campaign.

This insane kind of corporate philanthropy has me so insane that I find myself doing crazy things like stealing table tents.

Yesterday, I met a friend at Starbucks, which is when I saw a table tent advertising the Vote.Give.Grow. campaign. I subtly looked about, grabbed the table tent, folded it in half and stuck it in my jacket. Why? I dunno . . . it was instinct, but I can tell you that I felt like I was striking a blow against “The Man” and trying to “Stop the insanity” in a very small way.

I told you . . . embarrassing behavior on my part! However, I think it speaks to something larger, which is why I’m blogging about it this morning.

A year ago, Forbes magazine wrote a story titled: “The Democratization Of Corporate Philanthropy“. In that article, they talked about the consequences of participating in a campaign like: “voter burnout and diverting resources” . However, I think this is just the tip of the iceberg.

Engaging your donor base in such a way does nothing to advance your mission or message. All you are doing is advancing the corporation’s marketing interests because they now have your donor’s personal information.

I also suspect that asking your donors to do something they might find annoying or offensive is counterintuitive to good donor stewardship. Rather than making your donors feel good about their investment in your mission and showing them the ROI around their contribution, they see you doing non-mission related work and advancing a for-profit organization’s agenda.

Hey donors! I have a better idea. Let’s focus on donating our own money and stop trying to spend other people’s money. Sure, you probably have a lot less than millions of dollars to giveaway, but I am fairly sure you’ll feel better about yourself if you invest the same amount of time in researching your charity of choice and writing them a personal check.

Perhaps, fundraising professionals would be better served by investing their time in helping donors find a sense of “self actualization” rather than helping corporations advance their marketing objectives and build their profit margins.

Am I off base on this? Is anyone else as annoyed as I am about these kind of voting programs attached to corporate philanthropy? Perhaps, we should organize a social media campaign aimed at stealing table tents that advertise these kinds of corporate philanthropy voting programs?!?! If you’re equally agitated about this subject, please scroll down and use the comment box to share your experiences and feelings. Additionally, please weigh-in on what you think other consequences might be for non-profits who participate in these kind of programs.

Here’s to your health!

Erik Anderson
Founder & President, The Healthy Non-Profit LLC
www.thehealthynonprofit.com
erik@thehealthynonprofit.com
http://twitter.com/#!/eanderson847
http://www.facebook.com/eanderson847
http://www.linkedin.com/in/erikanderson847

Saying “Thank You” in a Donor-Centered Manner

Donor-centered fundraising, Fundraising

Penelope Burk, CEO of Cygnus Applied Research, has done a lot of research into what it means to be donor-centered. She knows what motivates donors, and she know what troubles donors. If you haven’t purchased and read her book — “Donor Centered Fundraising” — then you don’t know what you’re missing. I’ve read her book a number of times and walk away from each experience learning something new.

On page 46 of Burk’s book, she reports the following about what her data says about prompt donor recognition:

“Prompt gift acknowledgement influences 44 percent of study donors’ future giving decisions. 38 percent of study donors receive a thank you letter within two weeks; 54 percent within a month; 8 percent within two months.”

I’ve recently come to the conclusion that it is one thing to “academically” understand this concept and a completely different thing to “emotionally” understand it.

Without getting into embarrassing details, I recently made a $1,000 contribution to a non-profit organization. Not only did I get the acknowledgement letter three weeks later, but the letter wasn’t personalized nor did it contain the right information.

Adding insult to injury, this non-profit organization sent me another solicitation within a week.

Truth-be-told . . . I still like this organization. Their mission is awesome and very necessary. I might even go to the event to which they just invited me. However, nothing they are doing can be considered “donor-centered”. The consequence, of course, will likely be falling donor loyalty rates.

So, what is the solution?

Make it a policy of your organization to produce a mail a gift acknowledgement letter within 24 hours of receiving a pledge or contribution of any size. After the board adopts a set of written fundraising policies, they need to hold the executive director accountable for implementation. Remember, that which gets measured, gets done!

All of this policy talk got me thinking about my experiences with organizations and their written resource development policies. In all honesty, I have not seen any written resource development policies recently. Sure, I’ve seen document destruction policies . . . whistleblower protection policies . . . financial controls policies . . . conflict of interest policies . . . BUT no written resource development policies.

As recent as last week, I’ve been asking everyone who will listen if they could send me a copy of their agency’s donor database policy and procedures manual. Yep, you guessed it. Everyone talked a great game, but I only received one sample (kinda).

Why is it that many of us take every other policy challenge that is thrown out way seriously, but seem to cut corners when it comes to resource development policies?

Rolling up our sleeves and engaging fundraising volunteers, board members, and donors in writing resource development policies provides us an opportunity to align our fundraising practices (e.g. gift acknowledgement letters) with donor-centered practices. In turn this activity might help improve our donor loyalty rates.

Click here for some stand alone policies pertaining to resource development.

When is the last time your organization reviewed and revised its fundraising policies? Where are those written policies captured (e.g. SOP manual? RD Plan? Stand along policy documents?) Who did you engage in revising your policies the last time you undertook this task? Please scroll down and use the comment box to answer some of these questions or weigh-in with your opinion.

Here’s to your health!

Erik Anderson
Founder & President, The Healthy Non-Profit LLC
www.thehealthynonprofit.com
erik@thehealthynonprofit.com
http://twitter.com/#!/eanderson847
http://www.facebook.com/eanderson847
http://www.linkedin.com/in/erikanderson847

Technical glitch with today’s blog post — Sorry

Uncategorized

Dear DonorDreams blog subscriber:

My apologies. My fat little fingers slipped on the keyboard this morning and published today’s blog post before it was finished.   🙁    Sorry!

If you want to see the completed version of “Should “We the People” be allowed to place failing non-profit agencies into financial receivership?” please click here.

Thanks for your readership, and sorry about the hiccup this morning.

~Erik Anderson

Should “We the People” be allowed to place failing non-profit agencies into financial receivership?

leadership

After dropping my partner off at O’Hare airport this morning, I drove back home listening to NPR’s “Morning Edition” when a story about the State of Michigan came on the radio. In a nutshell, Michigan has a law on the books that allows the state to “takeover” local municipalities who are failing and drowning in a sea of debt. This law gives the Governor the authority to appoint an “emergency manager” whose authority supersedes all elected officials in that community including the duly elected mayor and city council members. Of course, all of this is in the news because the City of Detroit is potentially the next target for takeover.

Many of you are probably wondering by now: “What does any of this have to do with non-profit organizations, donors, boards of directors and fundraising, which is what I typically write about every day?”

While listening to the pros and cons of this controversial law, I found my mind wandering back to non-profits and wondering “How would I feel about this if the story was about a failing non-profit agency instead of a failing local municipality?”

I think this is an interesting question. I even nibbled around the edges of this topic when I posted a blog titled: “Can a non-profit board contract out its management to a for-profit company?” back in September 2011.

Consider the following:

  • There are times when non-profit boards are ill-equipped to deal with financial crisis and end up making poor decisions in the board room that dig them deeper into debt.
  • Sometimes non-profit agencies hire executive directors who don’t possess the necessary skill sets to navigate the organization through such a financial crisis.
  • Non-profit organizations exist to provide services to people much like municipalities exist to provide services to citizens. So, a failure of the agency (as with the failure of a local government) impacts hundreds or thousands of people. Why should a failure of leadership on a few people’s part impact so many other innocent people who desperately rely upon the services provided (regardless of whether it is after-school programming or police/fire protection)?

I suspect that I have some people’s attention now.    😉   And some of you are now asking: “How could this Michigan law be adapted to a non-profit setting?” Well, what if the state passed a law that said any non-profit agency that runs a budget deficit for three years in a row must enter into a financial receivership arrangement with a third-party entity whose charge would be twofold: 1) restore liquidity and 2) minimize loss of services to clients.

Crazy idea? I am not sure. This is what the State of Michigan is doing with its failing municipalities. Why is this a good approach in Michigan and not a good approach for the non-profit sector?

Yes, I am being a bit of a “pot stirrer” today. But seriously . . . I think this is a topic worth talking about. Don’t you? After all, there are too many non-profit organizations who are on the verge of insolvency today, which means there are millions of American who rely on those services that could be adversely affected.

In the end, I suspect this boils down to a question about “freedom”. Right?

Do individuals have the right to fail in America even when that failure can adversely affect countless others? Or are we all our brother’s keeper and does it take a village to raise a child?

Hmmmmm . . . I hate it when NPR challenges my core beliefs like that. LOL  Because before that story ran about Detroit, I would’ve told you that I didn’t think a Governor should be allowed to “takeover” a local municipality and override the will of the people when it comes to electing their neighbors to manage their community’s affairs.

After looking at multiple sides of the issue and applying it to other examples, I now think this issue is bigger and more complex than I originally thought.

What are your thoughts about whether or not failing non-profit organizations should be forced into financial receivership? Does your agency have the “right to fail” and end up affecting countless others who rely on you for service?

Please scroll down and use the comment box to weigh-in with your opinion.

Here’s to your health!

Erik Anderson
Owner, The Healthy Non-Profit LLC
eanderson847@gmail.com
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Virtual Nonprofit Technology Fair

Fundraising, Mondays with Marissa, technology

This past week, I had a the pleasure of helping a friend at the National Science Teacher Association Convention. There were penguins, dissections, and lots and lots of technology.  Of course, while I was there I kept my eye out for new tech resources for nonprofits. Here’s my report from the a weekend of hanging out with science teachers.

Square is awesome!

My friend was there promoting a science review game he has created. We were selling his game at the booth and used Square to handle credit card transactions. I was excited to have the opportunity to use this credit card reader in the field after writing about it earlier this year. I can happily report that Square worked wonderfully.

Credit card transactions were handled quickly and securely. We were able to give the a receipt to the customer via email or via text message depending on what the customer wanted.  Square even allowed us to issue receipts for cash transactions.  This saved us time from having to write out a receipt that the customer might lose.

A few tips:

  • Hold your phone so that you can swipe the card vertically instead of horizontally. Sometimes, when we had the card reader horizontal, it took a few swipes to read the card. When the card reader was vertical, we hardly had any issues.
  • Use the description field to record information about the transaction. You might not have the opportunity to build an inventory (or list of donation amounts). So, use the description field to record as much info as you can.
  • Have all of your volunteers download the app onto their phone. We kept the Square reader in our cash box. This way anyone could grab it and use it if needed.

Chromebooks

I stopped by the Google booth to see what they had to offer. Did you know that there are laptops that run on Google? Well, they do! And they might be your non-profit organization’s best solution when it comes to buying computers for your employees.

Chromebooks are a little different from traditional laptops as they do not have hard drives – everything is stored in “the cloud”.  When using a Chromebook, everything is based in the browser. Documents can be written using Google Docs or Microsoft Office Web Apps. Calendars can be managed with Google Calendar.

We live our lives on the internet, sometimes you don’t need a computer with all the bells and whistles to be productive.

Beyond the change in software, the simplified hardware design means there is less need for technical support. For this reason alone, more institutions are switching to Chromebooks and providing them to their employees, according to the Google employee I spoke to. Besides, many people are now very familiar with Google products, so the switch appears to be an easy one for many people.

Finally, Chromebooks also are available with 3G connectivity to allow users to be connected no matter where they are.

Ting

Now Ting, wasn’t at the conference, but I wanted to throw them into the mix of new technology resources for nonprofits. Ting does cell phone service, but it does so just a little differently.

What Ting offers is a customizable month to month cell phone plan. You can choose the number of minutes, the number of text messages, and amount of data that you need. If you text more than you talk, then you can choose a plan with 6000 texts for $14, 100 minutes for $3, and 500 megabytes of data for $13. Ting will bill you $30/month. If you don’t use all of your minutes, texts or megabytes, you will be credited the difference next month.

How great is that?

Your agency might have some staff members that only need to get email on their phone, Ting can help you customize each plan to the employee. Check out their savings calculator to see how Ting would make a difference in your organization.

Gazelle

This last one is a quick one. What do you do with your gadgets after you upgrade to the newest model? Don’t sell it. Gazelle it.

Gazelle will buy your old technology and even send you the box you need to ship it to them. The great thing is that when people sell items to Gazelle they have a choice: 1) take the money from your sale and put it in your pocket or 2) donate the money to your favorite charity.

I hope you enjoyed our little Nonprofit Technology Fair. What new tech items are you using at your agency? Or which new item did you find interesting enough this morning to investigate more thoroughly and possibly incorporate into your agency’s technology plan?