Advice from experts on donor stewardship

stewardship task listA few weeks ago I received an email from NonProfitEasy blog asking me to provide some “expert advice” for non-profits on the topic of donor stewardship. They said it was for their blog. They flattered me a little bit. So, I did what they asked of me. I was very busy at the time and didn’t really spend very much time figuring out what they were doing or how my submission would be used.
And then I received a follow-up email today informing me that their post went live. I clicked through out of curiosity, and the first thing I saw was a big headline saying:

“Donor Stewardship Expert Advice from 29 Industry Leaders”

Oh my . . . that is a lot of “experts“. And, of course, I couldn’t resist clicking through to see who else had submitted advice. Upon clicking the link, I saw names like:

  • Tom Ahern
  • Kivi Leroux Miller
  • Craig Linton
  • Claire Axelrad
  • Joe Garecht
  • Marc Pitman

These are some of the non-profit sector’s biggest consulting names, and they are all people for whom I have tons of respect. The following is just a small taste of what industry leaders said:
KIVI LEROUX MILER, PRESIDENT OF NONPROFIT MARKETING GUIDE.COM, SAYS:

So many nonprofits send bad thank you letters – if they send them at all! Nonprofit thank you letters need to be thought of as a very important, highly strategic piece of communication.
A thank you is NOT just a tax receipt. It should look like a personal letter from one friend to another. Ditch the predictable openings like “Thank you for your gift of…” or “On behalf of our organization…” Draw in the donor immediately by placing them front and center. Something as simple as “You made my day…” is much better.
A great thank you is the first step in creating a relationship with your donor that will inspire them to give again and again.”

MARC PITMAN, FUNDRAISING COACH AT THE NONPROFIT ACADEMY, SAYS:

One of the most important things to do in donor stewardship is connect the donor to the mission. We need to bring donors into what my friend, Shanon Doolittle, calls these ‘mission moments.’ We often overlook these because they’re things our nonprofit is doing on a regular basis. But these are exactly what the donor is investing in. And since they’re happening on a regular basis, it doesn’t take a lot of programming or organizational inconvenience to bring donors in.
The best part? When non-fundraising staff see donors get excited about their work, the non-fundraising staff start willingly helping with the fundraising!”

Here is what I shared and was lucky enough they published:

“Donors are not ATMs, they are people with wishes and dreams. Your job as a fundraising professional is to help people realize those dreams. You are not a mugger lurking in the shadows trying to snatch a donor’s wallet or purse. If there is one guiding principle that is paramount to all other fundraising best practices, it is treat your best donors like you would your childhood BFF.

  • Check-in with them from time-to-time.
  • Care about what is happening in their life.
  • Put their needs ahead of your own.
  • Spend time with them figuring out what they want their philanthropy to accomplish and then show them how your organization can help them accomplish their goals and dreams.

The more personal you can make your cultivation, solicitation, and stewardship interactions, the stronger your relationship will become. Philanthropy done right can be enriching for all parties involved!”

Honestly, I am humbled to be included in today’s post with so many other amazing experts. Thank you, NonProfitEasy blog!
Ready to hear the rest of the advice?  Head over to NonProfitEasy’s full blog post now!
If you have advice of your own — from the front lines — that you’d like to share, please scroll down and do so in the comment box below. Why? Because 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

A sample donor-centered communication

The non-profit community has heard lots about the merits of becoming more donor-centered over the last decade or so. This philosophy permeates everything in our resource development community including:

  • How we cultivate prospects
  • How we solicit prospects and donors
  • It especially speaks to the importance of stewardship and non-profit communications

While there is lots of talk-talk-talk on this subject, it is confounding to me that there are so few samples readily available. For example, I had a client ask me a year ago if I could find samples of “donor-centered gift acknowledgement letters“. After Googling for what seemed like hours and calling in all sorts of favors, I finally found one or two good examples.
So, last week I almost fell out of my chair when I received an email from a non-profit organization (e.g. I’m a periodic golf-a-thon or an endowment match donor) asking me WHAT and WHEN I want to receive from them. At its core, it might be one of the most donor-centered things ever sent me me by an organization.
Here is a copy of that email:
BGCB email sample
When I clicked the link, here is what that survey looked like:
BGCB email survey
All of this got me thinking . . . is your organization “donor-centered“? If so, how is it donor-centered? Do you have any samples that you’d like to share? If so, please email those samples to me and I’ll be happy to share them.  🙂
We don’t need to all re-create the wheel. Sharing is caring.  🙂
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

“Hangin’ with Henry” and talking about Determining Gift Capability

Good morning DonorDreams readers! As most of you know, the month of May was dedicated to the Nonprofit Blog Carnival, which took us out of our regular blog rhythm. So, when I checked the calendar this morning and saw that it is the first Thursday of the month, I realized it is that time again. Uh-huh! You guessed it. We’re “Hangin’ With Henry” today and talking about what goes into determining a donor’s gift capability.  
For those of you who subscribe to DonorDreams blog and get notices by email, you will want to click this link to view this month’s featured YouTube video. If you got here via your web browser, then you can click on the video graphic below.
https://www.youtube.com/watch?v=PgPia3szdlE
After listening to Henry for the last six minutes, I was struck by:

  • how well he hits the nail on the head with what considerations go into evaluating a prospect (he obviously has a lifetime of experience under his belt)
  • how many different methods and strategies I’ve used to help clients determine  a suggested ask amount for their annual campaign, major gifts program, and capital campaign donors

I used to be convinced there was a right way and a wrong way (or a better tool than another) when it came to prospect evaluation, but now that I’m a little older my opinion has changed. You will get to a good place for your campaign and your donors as long as you and your fundraising volunteers take into consideration the following principles that Henry talked about:

  • financial capacity
  • relationship / connectedness to your mission and organization
  • philanthropic orientation

As for tools and approaches that I’ve used, it typically depends on the client and their culture of philanthropy (or lack thereof) which dictates their level of comfort and willingness to engage in these discussions.  The following are just a few approaches and tools that I’ve found helpful.
Peer review
peer reviewThis is as simple as sitting down with a group of volunteers and talking about your pool of prospects. One simple tool that I’ve use is something I call an “A-B-C-1-2-3 worksheet“.
Using this tool, volunteers first assign every prospect an A, B or C rating that relates to their willingness to give to your organization (e.g. are their a hot, warm or cold prospect). Then volunteers do the same thing with a 1, 2 or 3 rating which simply assigns a prospect to a specific level on your campaign range of gift chart (of course there are likely more than three gift levels on your ROG and you’ll add as many numbers as there are levels).
Staff aggregate everyone’s worksheets, use giving history to set preliminary ask amounts and facilitate consensus building discussions with fundraising volunteers.
Moves Management
moves managementMajor gifts work is usually more in-depth and the tools change a little (e.g. nine cell grid, individual prospect cultivation plans, Moves Management tools, etc). Prospect evaluation typically is done in small teams that include the following individuals:

  • Natural Partner (someone close to you, knows prospect well, and has the ability to open that door)
  • Primary Player (might be the prospect’s BFF, but someone with whom they definitely have a hard time saying NO)
  • Relationship Manager (this is a staff person who helps with Moves Management, strategy, tracking and accountability)

There are lots of different tools involved in this process. Bill Sturtevant is one of the most well-respected experts in this area. You’ll want to definitely read his book “The Artful Journey“. You can also sneak a peak at some of the tools I’m referencing by checking out Bill’s presentation handouts from a Minnesota Planned Giving Council conference in 2009.
Another expert with great tools is our featured guest this morning — Henry Freeman. You might want to check out his website for interesting resources.
Data Driven Prospect Research
prospect researchI’m sometimes frightened by how much data is available out there on each of us. I’ve personally used all of the following tools for prospect research:

  • Google (OMG … there is tons of data you can find with a simple search)
  • 411.com (I go here to find contact info and confirm family relationships)
  • Facebook (I check-in here to see if their privacy settings are turned off. It is amazing what you can learn about someone’s family, social network, interests, etc from this social media site)
  • LinkedIn (I look around this site for work info, professional network, etc. I also use it to help me create prospect lists of natural partner, primary players and campaign volunteers/solicitors)
  • A variety of pay-for-service data providers like WealthEngine or Blackbaud’s Target Analytics (and this is where your mind gets blown with all of the info you can get)

If your organization engages in prospect research, please scroll down to the comment box and answer one of the following questions:

  • what methods have you used to determine your donors’ gift capability?
  • what tools have you use and which ones did you like?
  • if you’ve used pay-for-service providers like WealthEngine, what advice do you have for others?

Please take a minute to share your thoughts and experiences. We can all learn from each other!
If you want to purchase a complete set of videos or other fundraising resources from Henry Freeman, you can do so by visiting the online store at H. Freeman Associates LLC. You can also sign-up for quarterly emails with a FREE online video and discussion guide by clicking here.
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

Photo essay of charity auction fundraising best practices

CoverA few months ago, my husband and I attended the Community Crisis Center’s 28th annual benefit auction. I’ve only attended this event a few times, but it ranks up there as one of my favorite non-profit special events for the following reasons:

  1. The mission of this organization is powerful
  2. Gretchen Vapnar, who has been the executive director for decades, is an extraordinary visionary, strong non-profit leader with a fun innovation streak
  3. This benefit auction is the “granddaddy” of them all in our community. It was the first charity auction event that raised significant money and became what resource development professionals would call a “signature special event

Every time I attend this event I’m impressed with all of the things they do right. So, this time I decided to take pictures of things that I consider important to the success of such an event and share them with you.
Enjoy!


Meet Karen Fox
KarenKaren and her husband Dan are the co-chairs of this event. They have volunteered and co-chaired for countless years. The following are just a few reasons I decided to include Karen’s picture as photo evidence of a best practice:

  • Recruiting the right volunteers for your event is important. You need people with time, energy, vision and a desire to succeed.
  • Karen and Dan’s social network is large, which makes them ideal co-chairs because it provides them with a fertile environment from which to recruit other volunteers, sponsors, in-kind auction item donors, and event participants.
  • Karen and Dan’s long-term commitment to this event brings continuity and stability.

If you want to read more about the growing importance of volunteerism and some of the best practices involved with recruitment and retention, then you want to check out the Stanford Social Innovation Review’s article “The New Volunteer Workforce“.
Live auction and silent auction
LiveCharity auctions are funny and quirky events. There is a weird “bargain hunter” mentality that is pervasive. I am a firm believe that you need to offer donors more than just a simple silent auction opportunity.
As the old saying goes . . . “Go BIG or go home,” which is why I think a live auction needs to accompany your silent auction.
guitarThe following are just a few tips you might want to consider:

  • Remember that donors can buy most of the stuff you’re auctioning off at the store or online. So, don’t try to sell them stuff . . . ask them to bid on “one-of-a-kind experiences” and things that are difficult to find and purchase. In other words, don’t auction off tickets to a sporting event. Package those tickets with luxury transportation, unique dinning, a meet-n-greet with people close to the team, special tours of locker rooms or behind the scenes stadium spaces.
  • Room set-up is critical. You want to get as much as you can all in one room because people will want to get up periodically from their dinner table and check on their bids. If they need to leave the room, then they are less likely to get up and monitor their bids.
  • Be smart when establishing your opening bids and incremental bid increases. Make sure to value the auction item and set the opening bid at 50% of the items value.
  • bid formI love the idea of adding a “guaranteed winning bid” to the bid form. You need to be careful about where you set that number, but I suggest setting it around 50% above fair market value.
  • I didn’t get a picture of Terry Dunning, who was the live auctioneer at the event, but it is important that you recruit someone who knows what they are doing. Terry is retired, but back in the day he was a professional auctioneer. He is a pro and knows how to maximize bids (aka donations to your organization).
  • The silent auction is typically big (however I encourage you to keep it reasonable and at an appropriate scale for how many people you have in your room), which is why you want to divide auction items into sections (e.,g. sports, home improvement, entertainment, etc). Consider closing down bidding one section at a time with 10 to 15 minutes in between closings. This strategy allows donors who lose their bids to get more aggressive with other competitive and open bids. Don’t forget to use a “countdown” to give donors notice and an opportunity to sneak in last minute bids.
  • Don’t wait to the last minute to secure silent and live auction items. Give yourself many months (maybe even as many as 12 months) to secure fun and unique items. You also want to circle back around to donors who were active in your auction and ask their thoughts about what they want to see in next year’s auction. It only makes sense, right?

 Don’t leave money on the table
pledge formWhen running a charity auction, there are always winners and losers at the end of the evening. There are donors who want to support your mission but couldn’t because they were outbid. Of course, the Community Crisis Center had a solution for this. They placed pledge cards in the middle of every table.
However, please note . . . it is NOT good enough to simply put the pledge cards on the table and wink at your donors.
The organizers of this event put together a powerful mission-focused video presentation and a group solicitation was made from the podium. As is the case with all fundraising appeals, you need to “make the ask” if you expect people to give.
Well organized checkout process
checkoutNothing is worse than having to stand in long lines at the end of the evening to figure out what you won, pay your bill and collect your winnings. I just love how this organization does their checkout.

  • It is computerized
  • There many different checkout stations which keeps lines short
  • They take credit cards (I can’t remember if I gave them my card info in advance, but I think pre-registration is always a great idea because it speeds things up at the end of the evening)

I could go on and on, but I will stop here; however, I will include just a few more pictures after my signature block without any explanations. Let’s see if you can guess why I took the pictures and what makes it a best practice for your charity auction.   😉    Please share your thoughts in the comment box below because we can all learn from each other.
PS — I just got off the phone with Pamela Grow and she reminded me of how important it is for organizations to measure the “true return on investment” after every special event. This reminded me of an awesome tool that my former employer — Boys & Girls Clubs of America — developed for their local affiliates. It is an Excel spreadsheet that helps calculate ROI. You can check it out by clicking here.
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
booze
 
descriptions
 
raffle

Nonprofit Blog Carnival call for submissions: You are the future of philanthropy

NPBlogCarnivalBannerI am thrilled to be hosting the Nonprofit Blog Carnival this May for the third year in a row. This year’s theme is inspired by a TED Talks video filmed in 2007 of Katherine Fulton talking about the “future of philanthropy“. I’ve seen this video countless times, and I’m always inspired by it, which is why I’m using it as a springboard for non-profit bloggers this month.
Throughout the years, I cannot count the number of times I’ve spoken with non-profit friends who openly worry about who will step-up as their community’s next philanthropic movers-and-shakers. They point to the impact of globalization and how it has transferred wealth and philanthropic decision-making away from Main Street.
Watching Katherine speak reminds me there are forces at work that will likely reshape the future of our work. She talks eloquently about the “democratization of philanthropy,” which always makes me think about how the resource development tools in our exist toolbox probably need to be re-thought or tweaked.
Of course, rushing to embrace these changes too soon is fraught with peril as some bloggers like Future Fundraising Now blogger Jeff Brooks has warned us about in so many wonderful posts throughout the years.
For this month’s Nonprofit Blog Carnival, I’m inviting non-profit bloggers to first click-through and view Katherine’s TED Talks video and then write something inspired by her words.
Katherine Fulton
The following are just a few ideas I can imagine non-profit bloggers seizing upon as inspiration for what I anticipate will be amazing submissions to this month’s Nonprofit Blog Carnival:

  • Moving from closed-small-slow-fragmented-short to open-big-fast-connected-long assumptions
  • A new generation of citizen leaders
  • The democratization of philanthropy
  • Mass collaboration
  • Online Philanthropy Marketplaces
  • Aggregated Giving
  • Innovation Competitions
  • Social Investing
  • The Social Singularity

If none of these topics are appealing, I invite bloggers to participate in the picture frame exercise at the end of Katherine’s presentation.
During the month of May, DonorDreams blog is dedicating every post to bringing you videos of non-profit leaders, donors and every day people like you participating in Katherine’s picture frame exercise. If you are not a blogger but want to videotape yourself participating in the picture frame exercise, I am happy to post your vlog on my blog platform. Simply videotape yourself, upload it to YouTube and email me the link with an explanation of who you are and what town you live in.
How bloggers should submit their work for consideration?
You are welcome to write your blog post anytime during the month of May (or even submit a post you may have previously published); however, I must receive your submission by the end of the day on Monday, May 25, 2015:
How do you submit? Simply email the following information to nonprofitcarnival[at]gmail[dot]com:

  • Your name
  • The URL of your post
  • A two of three sentence summary of your post

We will publish the May 2015 Nonprofit Blog Carnival on Thursday, May 28, 2015 right here at DonorDreams blog.
Go visit April’s Nonprofit Blog Carnival
In April, the carnival was hosted by Craig Linton at his blog — “Fundraising Detective”  The theme was “A Celebration Of SOFII – Will You Inspire Or Invest?” . He challenged bloggers to submit 100 new articles and exhibits for SOFII (Showcase of Fundraising Innovation and Inspiration).
If you’re interested in seeing what some very smart and talented bloggers submitted, click here.
Miscellaneous details?
Click here to learn more about the Nonprofit Blog Carnival and sign-up for monthly reminders. If you want to view the archives, then you want to click here.
I am very much looking forward to see what you decide to do and where you decide to take this month’s Nonprofit Blog Carnival.
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

The 6 Questions Nonprofits Need to Ask Before Hiring an Event Manager

Lisa Green is an aspiring blogger who has graciously agreed to provide this amazing post while I am taking a much-needed vacation for the next few weeks. Thanks, Lisa!  ~Erik


lisa1An event hosted by a nonprofit is often fighting an uphill battle even before the first committee meeting is scheduled. A finite amount of funds and resources are often all that is available to these worthy causes, which makes raising money for cancer research or underprivileged children even more crucial. However, the lack of resources can leave those involved frustrated, overworked and unsure of how to make an event impactful while working under such budgetary conditions.
Even when working with such few resources, a fundraising event can be successful if a nonprofit organization has a high standard of excellence for any sponsor or company they work with rather than aiming for whoever offers the lowest price on the market. A prosperous nonprofit should instead look for sponsors, vendors and companies that can help provide excellent support and top-notch service as well as having experience working in the industry, all while being affordable.
One way to accomplish all of these goals for a fundraising party or dinner is to invest in an event manager. This might on the surface seem like an unnecessary expense, but a quality event management company will know how to make the most out of what is available as well as how to raise the most funds for a cause.
To ensure you are hiring a stellar event manager that will benefit you in the long run, you will need to do your research. In particular, you will need to know what specific questions to ask to help you determine exactly what you’re getting when you hire a company.
Do you know how to work with a nonprofit budget?
An event manager should never ask you to spend outside of your budget. Instead he or she should maximize the amount of funds you have and help you make your gathering look like it cost far more than it actually did.
Verifying that your event management company has worked in the industry previously and asking for specific references or companies they’ve worked with will let you know if they have this capability and if they can provide all that they claim.
What is your experience with fundraising and money collection?
A huge portion of a fundraising event is collecting and keeping track of donations. This can be a tricky business, particularly when working with promised amounts and personal information.
That’s why it is crucial for to verify that an event planning company has a clear plan on collecting funds from your supporters. Whether that is through a verified mobile bidding service that allows you to collect bids from around the globe or a paper-based system that focuses on the crowd in front of you, your event planners should have a sterling reputation with money as well as a clear plan for when you will receive your donations.
It is also important to verify that your event planners have certain connections and abilities to help save you money in the long run. For example, a smaller business might have to pay a large fee for your guests to pay with a certain credit card, but a company with a relationship with that particular card can save you from paying such a large charge.
How involved are you?
This is how you can determine if you are getting a day-of coordinator or a planning partner. An event company that gets involved from the beginning is preferable to one that comes in late in the game, as an involved planner will know your budget, help you craft a doable timeline and will care about your cause as much as you do.
lisa2How can you improve our donations?
Part of the appeal of hiring an event planner for a nonprofit fundraising event is the idea that if the event runs more smoothly and looks more enticing, donations will increase. The company you hire should be able to outline a clear way in which they can help you earn more for your cause, be it a specific marketing plan or an online payment method for auctions.
Do you have any guarantees on your technology?
Should the event planning company have any technology that they offer to employ for your event, be it a customized website or an online auction app, you will need a formal promise that the company has a back-up plan in case of an emergency. This guarantee should come in the form of a service-level agreement (SLA) that details specific ways the company will ensure that you do not lose money in case of a power outage or other disaster.
For example, with a mobile-bidding app, an event-planning company should plan in case of bad cell reception. A SLA would detail what would be done in this case, such as installing cell signal repeaters to ensure constant coverage.
How do you improve guest experience?
Earning money for a good cause is obviously the primary goal of any fundraising event, but it is also important to create an atmosphere that helps attendees enjoy themselves. These event planners should help you plan games or entertainment, as well as help ramp up competition on auctions to help increase donations and interaction among the attendees.
A great event planning company for a nonprofit should do more than just contact caterers or set up a silent auction. They should put the cause first and respect the needs of a nonprofit, ensuring that your charity earns the most donations possible to accomplish the true goal of this event – helping those in need.
LisaGreen

“Hangin’ with Henry” and talking about group solicitation strategies

It is the first Thursday of the month, which can only mean one thing at DonorDreams blog. We’re “Hangin’ With Henry” today and talking about fundraising shortcuts like the group solicitation.  
For those of you who subscribe to DonorDreams blog and get notices by email, you will want to click this link to view this month’s featured YouTube video. If you got here via your web browser, then you can click on the video graphic below.
https://www.youtube.com/watch?v=ux0Ym6ptIAU
After listening to Henry for the last 6 minutes, I was transported back in time to my earliest fundraising solicitations as a District Executive working for Boy Scouts of America’s Northwest Suburban Council. While part of their Friends of Scouting annual campaign pledge drive model was based on in-person, one-on-one, face-to-face solicitation, the bigger part of it was group solicitations in front of gatherings of parents at Cub Scout Pack Nights and Boy Scout Court of Honor events.
I honestly don’t miss dragging the old slide projector and screen all of the Northwest Suburbs of Chicago. LOL
As I listened to Henry, everything rang true. I learned the hard way that highly capable donors lowered their philanthropic sights when solicited in a group setting.
I also remember learning that the smallest dollar amount mentioned during my presentation usually resulted in scads of pledge cards with that number on it. It was with this lesson that I re-trained myself to do the following during my group asks:

  • Stop saying: “Even a gift of $25 makes a difference.”
  • Start saying: “People who pledge $150 tonight will walk out with a complimentary Norman Rockwell coffee mug.”
  • Bring a box of donated chotskies (e.g. yo-yo’s, baseball cards, etc) and tell parents their kids were welcome to a free gift if they allowed them to bring their pledge cards to the front of the room.

Ahhhhh, those were fun days when fundraising was new to me and every day brought a new lesson.  🙂
(Note: Hindsight is 20/20 and I’m not very proud of some of the group solicitation tactics I employed even though I became one lean, mean group solicitation machine compared to my fellow co-workers. Needless to say, I was nothing more than a transactional fundraiser who couldn’t say “donor-centered” if I tried.)
Henry did indicate there can be an appropriate time and place for your organization to employ a group solicitation strategy. For example, some non-profit organizations are very successful with Terry Axelrod’s annual campaign model that you might know as Benevon.
If your organization uses a group solicitation fundraising strategy, please scroll down to the comment box and answer one of the following questions:

  • under what circumstances do you use a group solicitation?
  • what are a few “lessons learned” that you feel comfortable sharing?
  • how do you ensure that larger donors aren’t lost in the shuffle and contribute less?
  • how do you create a sense of urgency for donors to ink their pledge cards on the spot?
  • what post-solicitation follow-up strategies do you use with pledge cards that walked out the door?
  • what pre-solicitation cultivation strategies and post-solicitation stewardship strategies work best for you?

Please take a minute to share your thoughts and experiences.
If you want to purchase a complete set of videos or other fundraising resources from Henry Freeman, you can do so by visiting the online store at H. Freeman Associates LLC. You can also sign-up for quarterly emails with a FREE online video and discussion guide by clicking here.
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

Do you want to improve your fundraising event?

Kari Kiel of DoJiggy reached out to me a few weeks ago and asked if I’d be willing to let her periodically guest blog on my site. As I have done from the start, I’m  thrilled to allow other voices access to this space such as Marissa Garza, John Greco, Dani Robbins, Mike Johnson as well as others. I’ve always received rave reviews from those of you who I know about our guest bloggers. I’m confident you’ll love Kari as much as you have the others. Enjoy!    ~Erik

6 Tips to Help Your Nonprofit Achieve Better Results at Your Next Fundraiser

By Kari Kiel of DoJiggy 
Guest blogger
In order to be successful in your fundraising efforts, it’s important to create a solid fundraising plan. Fundraising is not just about sending a donation request letter to your donor database and then waiting for donations to come to you. It’s much more strategic. It’s about effective communication, planning and leadership, managing time and resources efficiently, integrating new ways of reaching out to existing supporters and tapping into new potential supporters.
kari1
Below we share six tips to help your organization achieve better fundraising results through strategic planning:

  1.  Choose Your Campaign Wisely

Before you get started planning a fundraising event, you must choose your campaign. Of utmost importance is making sure the campaign theme and type of fundraiser makes sense for your cause. Explore a variety of fundraising event ideas to find the perfect one for your organization.
Consider the following:

  • Mission alignment: does the chosen campaign communicate your mission and/or cause? if you are an organization promoting health and wellness, perhaps your campaign should mirror that mission by offering a walk-a-thon or fundraising campaign that promotes well-being in addition to raising funds
  • External factors: what time of year is it? Are people anxious to get outside where a walk-a-thon or golf tournament might be the right fit? What’s the state of the economy like? Are budgets tight? if so, consider seeking smaller investment amounts from a larger pool of donors rather than hosting an extravagant gala event.
  1. Setting & Monitoring Goals

kari2What goals do you hope to achieve with your fundraising campaign? In addition to raising funds, what else do you hope to accomplish: spread awareness, gain new supporters, strengthen relationships, etc. Jot down your goals as this will shed light on the activities that will follow.
Here are some examples of goal setting:

  • If you wish to spread awareness of your cause and gain new followers, then perhaps an online fundraising campaign is right for you. With a crowdfunding initiative (or peer-to-peer fundraising campaign), you engage participants to help spread the word through their networks via numerous social channels. This attracts funds from a much larger pool of potential donors by spreading your message beyond typical channels.
  • Perhaps your goals are more focused on strengthening relationships with existing donors. If this is the case, maybe a gala fundraising event or celebrity golf tournament is a better choice. You invite select VIPs and treat them to a night of entertainment and appreciation. Money can be raised through ticket sales, a silent auction, contests, and more.

Another part of goal-setting is monitoring progress. You should consistently be aware of where you are relative to your goal. When using fundraising software, fundraising thermometers can help you see where you are relative to your goals and also give you an opportunity to highlight top performers, thus motivating others.

  1. Budget & Resources

Be sure to choose a fundraising campaign that’s within your means. What budget do you have for planning your campaign? If it’s pretty small, perhaps an online donation drive or charity auction might be the perfect fit, as these have lower associated costs.
What about resources? How many people will be working on the fundraiser? Do you have a leadership team to help plan and manage or is it left to just one or two people? Consider your network and your board of directors. Are there any ties to local businesses that might be interested in sponsoring the event? Consider any way you might be able to creatively minimize expenses: Use volunteers whenever possible, use online channels to spread the word (rather than paying postage), and seek donated items for raffle prizes or charity auctions. You may also wish to ask businesses to donate items that typically cost you money (i.e. printing, signage, or decorations) In exchange, you can offer them exposure at the event.

  1. Outreach

kari3Who is your target market and where can you find them? Are they active online? If so, make sure you have a fundraising website that’s attractive and easy to navigate. Then not only will you want to make sure your message gets broadcast through online channels, but also make sure it’s easy for people to share your message. Use social sharing widgets & post cool imagery and videos that draw people in. Give people an incentive to help you spread the word. Award people who raise the most funds or drive the most traffic to your website. Look to relevant social media groups that are already invested in your cause and may be more likely to give back. Don’t forget about online channels such as online community groups, local email lists, online calendar of events listings, etc. Leverage existing connections by asking them to tap into their networks.
If your event is a local attraction (such as a charity golf tournament or local fundraising event) seek local media coverage. Invite media to attend the event and you’ll get some free press and increased awareness. You may also want to put posters up in local stores, mass transport or community centers. Don’t forget about pitching local businesses for sponsorship. They love the opportunity to get their products and services out in front of a receptive local community and in exchange, you can raise money through sponsorship fees and take advantage of their help promoting the event.

  1. Be Organized.

Of utmost importance is being prepared. Create a fundraising calendar and checklist to make sure you are staying on track. Most fundraisers require starting at least 6 months out! By planning ahead, you can ensure sufficient lead time for publicizing and preparing for these events. Situations change, so remaining flexible is essential; however, by scheduling events well in advance you can be certain that everything is in place and ready to help make your fundraising activities successful.
Use fundraising software! There’s no need to create excel spreadsheets and file folders of all your to-do items. With fundraising software, your planning team can use a back-end administration area to manage all the details of the event. They can publish and update information, post announcements, and generate numerous reports. Your organization becomes much more efficient by using a software service. Instead of manually taking registration cards, participants can sign up online and automatically get added to your database and communication list. You can also collect online donations with credit cards instead of manually dealing with cash. Progress is tracked in real-time; as each donation is made your fundraising thermometer rises.

  1. Evaluation

Keep comprehensive records of the entire planning process. See what you did right and what could be improved on. By maintaining records of each contact with potential donors and the work that has been done in your fundraising efforts, you can ensure that you are not duplicating efforts or neglecting to follow up with interested donors. You may want to survey those who were involved. Find out what participants liked about the process. If you utilized fundraising software, did they find the website user-friendly? Did you see donations increase with the ability to accept contributions online? Make use of Google Analtyics®. Your fundraising website can show you were traffic came from. This can help you see which social channels were most effective, or if you received leads from a particular partner or media channel.
In Summary
Strategic fundraising can help your organization be more efficient in your planning efforts. It can also help you maintain a solid reputation in the eyes of your supporters. By managing your fundraising strategy effectively, you can ensure greater financial stability while hosting more lucrative fundraising campaigns.
kari blog sig

What skills and experiences are critical to your board volunteers' success?

boarddev1Do you know which skills and experiences are most important for a new board volunteer to possess in order to succeed on your board? Knowing this could help your organization conduct better prospecting exercises and result in better prospect recruitment lists. Today’s post is the third in a three part non-profit board development series that started last week.  During this time, we focused on a recent survey released by our friends at non-profit technology research firm  Software Advice of 1,545 board volunteers and people tasked with recruiting new board members. The survey’s key findings probably won’t surprise you, but the implications might change the way you think about your organization’s future board development efforts.
The final two findings of SoftwareAdvice.com’s survey that caught my eye related to skills and experiences. The first finding was:

Basic computer skills (e.g. email, Excel, etc) are the most important technology skill for service (44 percent).

The remaining 66% of responses were as follows:
nonprofit-board-tech-skills
The other finding was:

Fundraising experience was the most cited (24 percent) skill set and experience that has the greatest impact on a board member’s success.

The other responses included:
nonprofit-board-professional-skills
As I digested these final two findings, I immediately had two visceral reactions.
Was Carol Weisman wrong?
weisman1If you haven’t heard Carol speak or read her books, then you need to figure out how to check those things off of your non-profit bucket list. She is amazing!
When I read the study’s finding about “basic tech skills,” my mind immediately wandered back to a Boys & Girls Clubs of America conference hosted somewhere in the Midwest more than 10 years ago. Carol was one of the keynote speakers, and she was talking about building an amazing board of directors.
I remember her sitting on a stool on a large stage with a wireless lapel mic telling fun stories about non-profit boards and individual board volunteers. She was also likely promoting one of her many books. I was a relatively new and young non-profit executive director, and everything she said sounded right on target.
During Carol’s presentation, one of the things she talked about was how technology is changing non-profit boardroom dynamics.  She shared a story about a board she had worked with that had embraced technology. If my memory serves me correctly, the following were just a few examples:

  • Every board member was provided a laptop computer by the organization
  • Board members received their board meeting agenda and info packet electronically
  • Volunteer who were out of town for meetings would use their webcam and remotely attend and participate

weisman2I am a member of GenX, and this news made my heart sing. I was so excited to hear that my Baby Boomer board could be transformed into that type of board. I came home from that conference with renewed focus and determination to figure out how tech can help my board become more engaged and efficient in governance.
I started digitally scanning my board packets. I created an intranet site for the board. I uploaded board packets and other materials (e.g. policies, procedures, etc) to the intranet. Needless to say, no one followed me, and I abandon my tech efforts a year later.
The lesson learned was:

“You get the board you recruit!”

We had not recruited the board that Carol described in her conference keynote speech. My board development committee had not included “better-than-basic tech skills” as a skill set criteria. The result was that my board possessed basic tech skills related to the Microsoft Office productivity suite and email. They were light years away from going paperless and using Skype.
So, I guess Carol wasn’t “wrong” because tech will obviously change the boardroom experience, but . .

  • change will likely take much longer than we thought (and will likely happen when GenX and Millennial board volunteers make up the majority on most boards)
  • change will occur faster only if board development and board governance committees include tech skills in their search criteria when assembling their prospect lists

If you are looking for additional board development tools to add to your organization’s board development toolbox, then you should read a wonderful blog post by the National Council of Nonprofits and check out their hyperlinks to additional online resources. The post was titled “Finding the Right Board Members for Your Nonprofit“.
Fundraising experience is underrated
scaredWhen I read that only 25% of survey respondents identified “fundraising skills and experiences” as having a great impact on a board member’s success, I literally groaned and rolled by eyes.
Sure, it was the number one response, but it was still only one-quarter of respondents. As my 10-year-old niece would say . . .

“Really? Seriously?”

I suspect that fundraising might not be as important for non-profits that rely on fees and government money to buoy their business model, but the vast majority of non-profits with which I’ve worked aren’t hospitals and universities. Many non-profits have fundraising at the core of their business model, and it is one of the most difficult things I’ve seen board volunteers struggle with.
More oftentimes than not, when I’ve seen a board volunteer frustrated and on the verge of resigning, it usually has something to do with fundraising.
Of course, the solution is the same as I mentioned in the last section . . . “You get the board you recruit, and the board development committee needs to include fundraising skills and experiences in their search criteria.”
The tougher question is “what are fundraising skill and what should we be looking for?” My suggestion is to look for the following when going through prospect identification and evaluation exercises:

  • people who donate to other charities and appear to have an appreciation for philanthropy
  • people who are social and appear to have larger than average social networks
  • people who have served on other non-profit board with a business model rooted in fundraising
  • people who belong to service clubs that organize fundraising activities
  • people who are passionate about your mission (e.g. are willing to walk across hot coals to achieve success for your organization)
  • people who are well-versed at “closing the deal” in their professional lives (e.g. people who work in sales, banking, self-employed, etc)
  • people who are assertive, persuasive, good communicators, relationship builders, etc.

Gail Perry speaks much more eloquently than I do on this subject. You might want to read her blog post titled “Mastering the ‘Soft Skills’ of Fundraising” and figure out if you can add any of those qualities to your board development prospect identification and evaluation process.
If you missed the earlier blog posts in this board development series, I encourage you to investigate the previous two posts from last week. You might also want to click-through and read SoftwareAdvice.com’s full survey report titled “Tech Skills and Other Considerations  for Joining a Nonprofit Board IndustryView“.
What are your thoughts and experiences regarding tech and fundraising skills and experiences and your board of directors? Are you doing anything different now as part of your board development process that might help other non-profit professionals and volunteers re-think their approach? Please use the comment box below to share.
Here’s to your health!
Erik Anderson
Founder & President, The Healthy Non-Profit LLC
www.thehealthynonprofit.com 
erik@thehealthynonprofit.com
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What can your non-profit learn from Southwest Airlines?

A few weeks ago, I signed a contract to do a little work with an organization on the Mississippi Gulf Coast. I must admit that it was nice to get out of the Chicago winter, even if it was only for a few days. On my way home, I found myself waiting for a delayed airplane at a Southwest Airlines gate at the Louis Armstrong New Orleans International Airport. As time elapsed and the plane became increasingly more late, people understandably became more agitated and upset. It was in this moment I saw a Southwest Airlines gate agent (I think his name was Aaron) demonstrate the type of leadership that every non-profit executive director and fundraising professional could learn from.
Let me attempt to tell this story pictorially.
southwest restless gate
In the picture above, you see that no one was particularly happy. No one is smiling. There are some arms crossed. In fact, every time the gate agent used the PA system to announce a new piece of information, there were audible groans and grousing from weary travelers. It wasn’t a pretty scene.
Then something happened as you can see in the pictures below . . .
southwest line daning
Uh-huh . . . your eyes aren’t deceiving you. You see people in the picture above line dancing.
southwest dancing
Yep . . . this last picture is the gate agent dancing with one of those delayed travelers. What you can’t hear is a fellow passenger playing music on his accordion.
So, what happened?
Simply put, the gate agent realized that people were unhappy, and he stepped into the leadership void and filled it. However, what was most impressive was that he didn’t have many resources at his disposal. Over the course of more than an hour, the gate agent facilitated the following activities with people in the gate:

  • charades contest
  • trivia game
  • line dancing
  • talent show (e.g. an accordion player, magician, and a 7-year-old girl performing her dance competition routine)

When the delayed aircraft pulled up the gate, no one noticed because they were too busy having fun. There wasn’t a frown to be found anywhere.
Mission accomplished!  🙂
So, what happened here that your non-profit organization can learn from?
Well, scroll back up to the first picture of angry people being told that their flight was delayed. Now pretend that those aren’t angry travelers, and they are instead angry donors and key community stakeholders.
The reality is this can happen to the best of us. Our organizations make decisions that make people upset. Sometimes management decisions simply don’t work out. Other times external circumstances lead us down roads fraught with crisis.
When this happens, people get angry. More oftentimes than not, you aren’t in a position to wave a magic wand and fix the situation, but you better do something to keep things from getting worse. (Very similar to the Southwest Airlines gate agent’s situation, right?)
Here are a few tips when your organization finds itself in similar circumstances:

  • Take responsibility
  • Don’t make excuses (even though you want to explain what is happening and why it is occurring)
  • Empathize with those who aren’t happy (we’ve all been there)
  • Do whatever you can to make people happy even if you can’t fix the problem (ask those who are upset if there is anything you can do to make the situation better)
  • Coordinate your response (especially when dealing with a crisis, only have one spokesperson dealing with restless people)
  • Know your resources and use them!

This last bullet point sounds simple, but it is hard to do when you’re in the middle of a challenging situation. However, the reality is that most non-profit organizations have many more resources than the Southwest Airlines gate agent I’ve highlighted in this post.
The following are just a few examples of resources at most non-profit’s fingertips:

  • talented staff
  • board volunteers
  • clients
  • donors
  • community supporters (e.g. program volunteers)
  • collaborative partners (e.g. other non-profit partners)
  • technology
  • budgets (albeit probably stretched thin)
  • facilities (albeit not every non-profit is endowed with physical space)

This short list of resources is like a list of food ingredients for a chef. Surely, some spontaneous recipe can be cooked up?
The reality is that whatever mess you find yourself in, you don’t have to be in it alone.
Please scroll down and use the comment box below to share your thoughts and experiences. No one is in this alone. 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
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http://www.linkedin.com/in/erikanderson847