technology – Page 12 – The Healthy Non-Profit

Want access to donor data? Then your non-profit needs a strategy!

April 26, 2012 DonorDreams Fundraising, technology

This week we’ve been talking about technology and donor data at DonorDreams blog. Tuesday’s post, which was titled “What can’t your donor database do?,” looked at all sorts of interesting functions and features associated with database software packages. Wednesday’s post, which was titled “Wow . . . Non-Profit Donors are Naked!,” examined various free online tools that can help you capture invaluable data for inclusion in your donor database. If you missed either of those posts, I encourage you fo circle back and check them out!

Yesterday’s post got me thinking about social networks (e.g. LinkedIn, Facebook, Twitter, Pinterest, etc). We all agree that these sites possess an unbelievable amount of free personal information about our donors. Yet, I see so many non-profit organizations struggling with social media.

I suspect that non-profit organizations are too thinly stretched and don’t dedicate enough time and resources to developing an effective social media strategy. I believe a little bit of time and lots of thoughtful strategy can go a long way towards getting donors engaged, which gets you closer to that FREE and invaluable donor data.

The following are just a few ideas that even cash strapped non-profit organizations can implement:

Get “friendly” online. You can’t just set-up your Facebook page, Twitter account or LinkedIn presence and expect people to find you and connect. Look over your donor list, identify your top few hundred donors, and actively ask them to connect.

Content is important. I’ve seen too many Facebook pages with little to no content, which begs the questions “Why did I like this page in the first place?” Perhaps, it might be worth your time to sit down over a cup of coffee and talk to 10 of your more active donors. Ask them what kind of information they’d like to see your non-profit post on LinkedIn, Twitter or Facebook. I could rattle off all kinds of ideas today (e.g. pictures of your mission being brought to life, transparent sharing of program outcomes, etc), but none of what I say matters. What matters most is what the people who you want to join your social network want to see.

Engagement is king. Your agency needs to understand the difference between Web 1.0 and Web 2.0. Social media is not about shouting at the top of your virtual lungs various things about your agency on your social network pages. That was so Web 1.0. If you want your social media strategy to work, then you need to engage your donors in “conversations”. People don’t just cruise over to your Facebook page or Twitter feed to check out what you’re saying and posting. They get there because you’ve drawn them over with a shiny object. I’ve seen some non-profits do the following to build a following and engage donors:

Run a contest online. During a certain period of time, anyone who likes your page or follows you gets entered into a raffle and a chance to win something (e.g. iPod, iPhone, iPad, gift card, etc). It doesn’t have to be expensive, but it does need to be fun and something people value. It could also focus on submission of something for judging (e.g. picture, essay, etc).
Ask for opinions. I’ve seen organizations poll their social media followers on a variety of issues. Those issues could even be operational in nature. For example, ask donors and supporters to help you name something. Or ask their opinions on adding a new program or expanding to a new site. This can be particularly effective because people love to be asked their opinion.
Become an advocate. How many online petitions being circulated by non-profit organizations have you signed in the last 6 months? I know I have signed at least four. This can be particularly effective because people love to be asked to get involved in ways that supplement their financial support. It is an easy way to help a donor feel involved. Besides, you’ll probably end up asking them to consider making an online contribution at the end of the petition process.

The bottom line for me is twofold:

Donors are giving away valuable personal information about themselves online for FREE. It is worth investing a little time to engage them because you’re already trying to do it in other ways as part of your resource development program.
Nothing associated with your social media presence will happen by accident. You need to put together a strategy and execute your plan (regardless of how simple it may be).

If you are looking for more in-depth ideas on Facebook best practices, I suggest you read what the good folks at DIOSA Communications are suggesting.

What does your agency do to engage donors on Facebook, Twitter, LinkedIn, or Pinterest? What metrics do you use to track your effectiveness in inspiring and engaging participation on your social network platforms? Please use the comment box below to share your thoughts. 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

Wow . . . Non-Profit Donors are Naked!

April 25, 2012 DonorDreams Fundraising, technology

Yesterday, I wrote about the power of donor database software in a post titled “What can’t your donor database do?” In that post, I marveled at the availability of powerful tools such as WealthEngine and Blackbaud’s Target Analytics that have the capability of interfacing with your donor database systems. Of course, these service cost money and for a number of non-profit organizations with scarce resources, sophisticated prospect research can feel out-of-reach.

The reality is that it doesn’t have to be that way. Much of the information that data mining companies provide comes from public sources of data. All your organization has to do is dedicate a little staff time to this project, and you’ll be able to develop fairly complete prospect/donor profiles.

To test this hypothesis, I selected one donor from a local non-profit organization who I don’t know very well and used online resources to find out as much as I could on him. In order to protect the innocent, I will refer to this donor as “John Doe” throughout today’s blog post. In completing my prospecting work, I used a number of free resources that are available to everyone with an internet connection.

Google. It is amazing what you can find out about a person using Google. I typed in my prospect’s name using quotation marks and plus signs. It looked exactly like this:

“John Doe” + Elgin + Illinois

Using the quotation marks and plus signs helps narrow the Google search and improves the search results. With just that simple search, I found the following information on this prospect:

Place of employment
Address of workplace
Phone number of workplace
Work email address
Job title
Number of employees in workplace
Company sales volume
Last five employers
Other non-profit boards upon which they serve

Anywho.com or 411.com or Beenverified.com or Intellius.com. These types of sites can help you secure information like home address, phone number, estimated age, and names of relatives. You can also find information on previous home addresses, which gives you more to search on Google.

Zillow.com. Once I found this prospect’s home address, I went to zillow.com and found out what those people believe his house value. (If you are feeling brave, you can check on your house’s value. I am feeling a little ill after doing exactly that. Apparently, out house has dropped $92,000 in value since we purchased it six years ago. Ugh!)

Sec.gov/edgar.shtml. Publicly traded companies are required by the federal government to disclose a lot of information. I went to this site to learn more about the company for which my prospect works. I also clicked around to see if he is a significant investor or owns large chunks of any publicly traded companies. Unfortunately, he did not.

Guidestar.org. Non-profit charities are also required by the federal government to disclose a lot of information. So, I looked up the 990 forms of the non-profit organizations for which my prospect sits on their boards. I also did a search on my prospect’s name to see if there are any foundations that have been set-up in his name or his family’s name.

Facebook. Even though this prospect and I are not “Facebook friends,” many people don’t understand this social network’s privacy policies. As a result, a number of you have more personal information hanging out there than you care to know about. In this instance, I found out where my prospect graduated from high school. So, now I know where he grew up. I also found out where they went to college and what they studied.

LinkedIn. It is amazing to me what people post on their LinkedIn profiles. Unfortunately, I couldn’t find my prospect on this social network. However, if I had, then I probably would’ve had access to information such as: employer, past employers, job functions/responsibilities, interests/groups, and possibly even his birthday. If I was “linked” with the prospect, I would’ve likely been able to view their network of friends and business associates.

So, the point I am driving at is that you don’t need lots of money to afford the services of data mining companies because there is already a lot of information out there on your prospects and donors. All you need to do is find time to gather the information and enter it into your donor database.

Ohhhhhh . . . I can already hear many of you saying that your organization is too thinly stretched and don’t have time. OK, I get it. I’ve been there and done that. However, how many prospects and donors do you really need this level of detailed data on? For small and mid-size non-profit organizations, it might only be your Top 10, 25, 50 or 100 donors. If you set aside a few hours each week, you will have detailed donor profiles for your most important donors in a very short period of time.

Ohhhhhh . . . I can also hear many of you saying that this feels like an invasion of privacy. Or maybe stalking? I also know some of you doubt the need for this level of detail.

Let me simply end by saying, fundraising is all about relationships. The more you know about your prospects/donors, the more likely you are to deepen those relationships, connect with them, and raise money for your mission. While this might not be necessary for “transactional fundraising” programs that rely on special events and annual campaigns, it is an absolute necessity once you start moving toward donor-centered fundraising and development of a major gifts program.

Still not convinced? Birthday and age information impacts planned giving strategies. Home value is one data point that can contribute to assessing wealth and philanthropic capacity. Understanding a prospect/donor’s social network, friends, and professional relationships will help you with volunteer solicitor assignment strategies.

Online prospecting work will never replace good old fashion relationship building. It is amazing what people can and will share over a cup of coffee, but doing your homework by using free online tools or paying data mining companies certainly helps and it makes your resource development efforts a little easier.

Does your organization use fee-based data mining companies like WealthEngine to do donor screening or compilation of donor profiles? If so, what has been your experience? Have you used some of the aforementioned free online tools? If so, please share your experiences and thoughts by using the comment box below.

Here’s to your health!

What can’t your donor database do?

April 24, 2012 DonorDreams Fundraising, technology

I left the non-profit frontline back in 2006 for an internal consulting position with Boys & Girls Clubs of America. So, it has been a long time since a donor database has “run my life”. A few weeks ago, I participated in a webinar focused on the Results Plus database product produced by Metafile in Rochester, Minnesota. It was during that webinar that I was reminded about how powerful donor database software packages have become.

For the “average non-profit” out there, a donor database is the software package they capture the following data:

Donor name
Donor address
Donor phone number
Contributions (amount and to what campaign)

It is less common for non-profit organizations to capture other information such as: solicitor names, spousal information, occupation & employer, social networks, wealth indicators, interests, etc (and this list can go on and on and on because there are more than a hundred data fields in most database packages that can be filled with information).

What I’ve found to be common for many non-profit organizations is they purchase a donor database system, invest in training, and lose institutional knowledge as employee turnover naturally occurs. As new fundraising professionals are hired, the desire to throw the old database out the window is magnified because they weren’t involved in database set-up and the systems built around the database weren’t designed by them. Most commonly, new fundraising professionals come to the table with biases toward database systems with which they might be more familiar.

Naturally, the drums start to beat and the mantra becomes “Buy a New System” rather than: 1) invest in training, 2) clean and deepen the data, and 3) fix the systems built around the database.

While I participated in that “refresher webinar” hosted by Mark Gerber at Results Plus, I was awestruck with what some donor database can do nowadays.

Credit Cards processing. Many donor databases have built functionality into their products where you can swipe and store a donor’s encrypted credit card information. This can make events (esp. auctions) really easy. It also makes recurring contributions (e.g. monthly giving program) to your annual campaign really easy. I’ve seen some database companies (e.g. events.org) build credit card processing right into the services they provide their clients. Other databases like Results Plus allow you to hook-up to external merchant account companies like Moneris and credit card processing happens with just one keystroke.

Event Management.For a long time now, fundraising professionals have been able to do a lot associated with event planning from inside their donor database, but the functionality and features continue to multiply. The following is just a short list of what is possible: seating assignments, auction management, creating/sending invitations via snail-mail or email, budgeting, creating/managing project management task lists, tracking entrée selection, managing gift acknowledgement letters with appropriate IRS disclaimer information for the value of services received (e.g. quid pro quo gifts), and the list goes on and on and on and on.

Volunteer management. A recent study released by Fidelity Charitable Gift Fund and VolunteerMatch reports two big things: 1) 67% of survey respondents said they “generally make their financial donations to the same organizations where they volunteer” and 2) Volunteers tend to donate an average of 10-times more money to charity then people who don’t volunteer. This is why it is so very important for your non-profit organization to use your donor database to track and manage your volunteers. You can track and do all sorts of things such as: Who? What? Where? When? Why? How? Interests? Time volunteered . . . value of that time . . . background check information . . . generate cultivation/stewardship letters . . . and the list goes on and on and on!

Prospect research. Third-party data mining companies have done a remarkable job integrating their services in such a way that you can run their applications from inside your donor database and even pull that data directly into your system. These services are costly, but it is amazing what you can find out about a prospect or donor from public records. Wow! And it can all easily be done from inside your donor database. If you have some cash to spend, talk to your database provider about whether or not information from WealthEngine or Blackbaud’s Target Analytics can be easily brought into your database system.

These were just a few functions and features that had me on the edge of my seat throughout that webinar. My best advice to all non-profit organizations with donor database systems is to:

Call your database provider and ask a sales professional to provide you with their “nickel tour”. Even though you already own the system, you will likely learn a lot about what you already own. The sales pro will play along because they might just sell an upgrade or add-on module.
Invest and continue re-investing in training. The donor database world is constantly evolving and you really need to stay on top of what your system can do.
Pay attention to the systems you build around your database (e.g. staffing, contact reports, event registration forms, pledge cards, etc). These system have a lot more to do with the data you’re capturing than the software you’re using.

I wonder when the donor database companies will build enough functionality into their systems so all I need to do is press a button on my computer and the database will brush my teeth for me? 😉

Please scroll down and use the comment box below to share one of your favorite features or functions associated with your donor database.

Here’s to your health!

Resources non-profit agencies can use for sharing information with groups

April 23, 2012 DonorDreams Mondays with Marissa, technology

As a non-profit organization, you have a lot of information to share about your mission, events, financial reports, donations, volunteers, etc. Not only do you have a large volume of information to share, but you have to share it with a variety of different stakeholder groups. Luckily, the internet gives you a plethora of resources, even though sometimes it can seem a bit overwhelming. Today, we’re going to investigate a few options you have when it comes to sharing information with a group of people (some are even FREE).

Create you own website. Seems straightforward, right? Well, in theory it is. But it can be difficult if you do not have a background in website creation or cannot dedicate the time it takes to update the site. If you don’t have your own independent website now or are looking to revamp your site, then I suggest checking out wordpress.org. WordPress is a free Content Management System that allows users to create dynamic sites on their servers. It is fairly user-friendly for those of you who might be a little apprehensive about diving in.

Facebook Groups. Regardless of whether or not you’re operating a website for your agency, chances are that you are familiar with Facebook. If your organization doesn’t have a page, then I suggest you create one because it is an easy way to promote your mission. Facebook also allows users to create “groups” (which is different from your agency’s “page”). You can create separate groups (even with restricted access) for board members, volunteers, and donors. This will enable you to share information that might only be appropriate or applicable to that specific group. One thing to keep in mind is that Facebook is known for having a few privacy concerns and people might not be comfortable with combining their personal and professional lives on Facebook.

Email Lists. Sometimes simple is best. These days everyone is familiar with email and use it to receive information on a daily basis. Your agency probably already has a large email list, but is it being maintained? Are email addresses cleaned out if they are no longer active? If you are looking for a newsletter manager check out MailChimp or Webber. Both are effective applications that can help you manage your email subscription lists.

AllPlayers.com. What is so cool about AllPlayers.com that I’ve given them their own section in today’s blog post? Well, AllPlayers.com allows users to create a website focused on sharing information with groups of people in a simple manner, and it is all FREE. Don’t let the name AllPlayers fool you into thinking this is a service for sports teams only. There are plenty of resources on this site for non-profits to use. By using AllPlayers.com to create a site for your organization, you can update your volunteer calendar, accept donations, post announcements, and more.

Another thing I like about AllPlayers is that they allow everyone involved in the organization to register for your website. This makes keeping records up-to-date easy and simple. As a COPPA compliant organization, AllPlayers takes privacy seriously, and all of the data uploaded to AllPlayers.com can be exported.

Finally, I think the most valuable feature of AllPlayers.com is the support that you receive. You don’t need to be a “techie” to set up your site because the whole site is based on drag-and-drop technology, which makes it very easy for users to configure. This can save your agency money that otherwise would be spent on IT costs. Furthermore, AllPlayers offers free training and is even willing to set-up your site (for a small fee, of course). Your AllPlayers site can be a separate entity from your organization’s website, or it can become your stand alone website. Here are some examples of how some Boys & Girls Clubs are using AllPlayers:

Boys & Girls Clubs of Garden Grove

Boys & Girls Clubs of Middlesex County

Boys & Girls Clubs of Arlington

Boys & Girls Clubs of Oxnard & Port Huneme

AllPlayers has also put together a brief presentation on how Boys & Girls Clubs can use AllPlayers.com. I invite all of you to take a look and see how you might be able to use this service. You can download the file by clicking here.

These are just a few options you have when it comes to sharing information with people already involved with your organization, but I’m sure they aren’t the only ones. What systems are you currently using? What do you like about it? What challenges do you face when it comes to sharing information? Let’s talk about it in the comment section. Please scroll down and post your thoughts!

IdeaEncore: A non-profit online resource center

April 18, 2012 DonorDreams Fundraising, Planning, technology

If you are like me, then you have surrendered yourself to Google and have come to accept it as a “sign-of-the-times”.

Need to know the best chicken salad recipe? ASK GOOGLE!
Want to know the store hours for the Thai restaurant in downtown Elgin, IL? ASK GOOGLE!
How many movies has Samuel L. Jackson appeared in? ASK GOOGLE!

These are all searches I’ve recently conducted (and yes, Samuel Jackson has been in more than 115 movies and still counting). It used to bother me that I was becoming so reliant on Google for even the simplest things, but I am finally at peace with it. The only thing that still bothers me is when I go to Google and it seems to take me forever to find what I’m looking for. However, this may be a thing of the past for non-profit professions now that IdeaEncore exists.

The other day, I went to Google and asked my all-knowing cyber-overlord this question: “Where can I find a resource development assessment?” One of the links took me to an interesting site called IdeaEncore that describes itself as follows:

IdeaEncore is a user-generated knowledge management and online file sharing system. IdeaEncore offers free and easy registration, online file sharing, some free file downloads and free file browsing. Preview, post, or find documents by browsing user-generated items in our nonprofit resource center.

This looks like a “virtual library” where non-profit organizations and content providers like authors and consultants share resources. After snooping around a little bit, it looks like some of the stuff is free and some of it comes with small download fees. Content areas are diverse including topics such as: fundraising, board development, alumni, outcomes measurement, legal, facilities, alumni, and much more.

When I used to work for my local Boys & Girls Club, I periodically felt bad for other non-profit organizations that didn’t have a national organization working on their behalf. One of the greatest things the national office provided was an online intranet site full of resources . . . manuals, templates, samples, and all sorts of “good-for-you” stuff. As I clicked through the pages of IdeaEncore, I found myself thinking that non-profits without a national organization now have access to something kind of similar.

Perhaps, now non-profit professionals can stop “re-inventing the wheel” and start sharing resources with each other.

For a better idea of what you can find on this site, here is a list of “types of resources” that others have uploaded for sharing:

Agreements / Contracts
Analyses / Research / Studies
Articles / Position papers
Books
Brochures / Fliers / Viewbooks
Definitions
Evaluations / Assessments
Exhibits / Displays
How to / Guides
Law / Regulation / Compliance
Newsletters / Publications
Podcasts
Policies / Procedures / Processes
Software / online tools
Surveys / Data collection tools
Workbooks
Workshops / Training materials

Apparently, non-profits also can set-up their own “group” with various membership restrictions. This means that non-profits now have the capability of setting up their own file sharing platform for their employees, board members or various stakeholder groups (kind of like an intranet platform but specifically for your own agency).

I typically end my blog posts with a plea asking you to please use the comment box to share your thoughts and wisdom because “we can all learn from each other“. Today, I salute the folks at IdeaEncore because they’ve taken this idea to heart and created a neat platform for people to do exactly that. So, rather than seek your comments today, I am urging you to visit this website, and bear witness to the “power of sharing”.

Here’s to your health!

How “The Cloud” Can Make Your Life Easier

April 16, 2012 DonorDreams Fundraising, Mondays with Marissa, technology

Remember when computers were basically glorified word processors for many businesses? Documents were created, saved on floppy disk, and printed. That was the extent of it. Then email came along. If you were working on a project with someone, you could send it to them instantly. However, you and your colleague had to keep track of the ‘active’ copy in order to make changes.

Now, documents can live in ‘the cloud’, eliminating the panic that comes along with sending an email and asking yourself, “Did I attach it?”.

Let’s take a look at cloud computing and a few different applications that can make your life easier by utilizing the cloud.

What is the cloud?

Spoiler Alert: there really aren’t computers in the clouds storing your information. But ‘the cloud’ really does exist. When referring to ‘the cloud’ just think of it as a public server to which you have access. So, instead of saving files locally, you can save them on this public server and access them from any device with an internet connection.

The Pros of Cloud Computing

Using cloud apps cuts down on costs. One of the largest costs to a non-profit organization was purchasing a server. The cloud eliminates the need for this. Also, cloud applications work regardless of which operating system you’re using because most of them are accessed through web browsers. As a result, some IT costs are eliminated or reduced.
Files can be accessed from anywhere. This allows people to work remotely. Today, more and more companies are hiring employees to work from home or remote locations (aka telecommuters). Having files available in the cloud makes this human resources trend more possible.

The Cons of Cloud Computing

No local files. When you use the cloud to save your documents you are relying on a third-party to store your files. If something happens to their servers, you run the risk of loosing your files. Additionally, you will temporarily lose access to your files if your local internet service is interrupted.
Privacy can be an issue. Again, because files will be stored on a third-party server, they will have access to your files. Your agency will need to decide what type of files can be stored in the ‘cloud’ and which ones should remained locally. Unfortunately, having multiple storage areas might be confusing for employees or volunteers who need to access the files.

The Best Cloud Apps

Google Docs – Google has done a great job with it’s Google Docs product. Not only can you save files and allow multiple people to view them, but you can also create documents online using this application. Google makes it possible to create text documents, spreadsheets, presentations, forms, drawing and tables. Documents can be shared with an email link or downloaded by the user.

What sets Google Docs apart is that it allows for multiple users to work on a document at the same time. Everyone can see what changes each person is making in real-time. Also, Google Docs has a chat box associated with each document so people who are viewing the document can have a chat about any changes that need to be made.

Dropbox – Running a close second to Google Docs as my favorite cloud application is Dropbox because it is so simple. Dropbox simply gives you space on a server that allows you to share files with other people. You can upload whichever type of file you’d like to share, and others will be able to easily access it. A free account gives the user 2 gigabytes of storage, but if you get a friend to sign up for an account, Dropbox gives you more space.

What sets Dropbox apart is that you can add a “Dropbox folder” to your computer. This makes it possible to have documents stored locally and in the cloud at the same time. Dropbox also allows you to also share folders with other users. This works great for people working on the same project. While Dropbox does not allow for collaboration in the same way that Google Docs does, it’s simple approach makes using the cloud second nature.

Other Worthy Cloud Applications

Evernote – a note taking application that can capture photos and handwritten notes and make them searchable.
Basecamp – a project management and collaboration application
Backpack – an easy way to create a wiki or internal website for sharing information with your team
Carbonite – automated computer backup

Many of you might already be fans of the cloud. If so, let us know how you use cloud applications in your day-to-day non-profit work life. It would be great to hear how you might be using ‘the cloud’ to collaborate on grantwriting. Or are you using ‘the cloud’ to make your annual campaign prospect assignment process feel seamless? Please use the comment box below and share your best practices!

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

April 9, 2012 DonorDreams 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?

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.
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.
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!

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

April 5, 2012 DonorDreams 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!

Virtual Nonprofit Technology Fair

April 2, 2012 DonorDreams 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?

Getting your ducks … er … volunteers in a row

March 28, 2012 DonorDreams Planning, technology, volunteers

Putting your nonprofit organization’s resource development plan together can be a monumental undertaking. If you do it in an engaging and collaborative manner, then you are likely temporarily expanding your resource development committee and inviting various stakeholders (e.g. event volunteers, foundation staff or board members, and donors) to come to the table. This could easily result in 8 to 16 volunteers jockeying for position around your planning table.

I have used this approach before. Yes, we experienced challenges such as:

getting everyone’s calendars aligned,
communicating effectively and trying to avoid crazy, overlapping, and confusing long email threads,
keeping track of action items (not to mention injecting accountability into the process),
collaboratively working on building one document that didn’t result in 20 different versions attached to countless different email threads, and
sharing files with each other (Note: “the cloud” did not yet exist at the time of the project I am referencing).

A few months ago, a very dear friend and fellow consultant — Teri Halliday — introduced me to an online product called “Basecamp“. She swears by it, and I trust her like I trust my mother. So, I purchased the service and it changed my life! (Yes, dramatic but very true) There isn’t a week that goes by where I don’t think back to the resource development planning process that I described a few paragraphs ago and wonder how different things would’ve been if I would’ve had access to Basecamp.

All of the challenges I described in the previous set of bullet points would’ve disappeared. Once everyone registers and links to your online workspace, you can:

work on collaboratively building documents in the Writeboard section,
keep everyone’s schedules in lock step with the Calendar section,
communicate with each other using the bulletin board functionality in the Messages section,
keep track of action items using the To-Do section (and OMG the system even reminds people their tasks are coming due), and
share documents using the Files section.

It is true that people who don’t want to be engaged won’t get any more involved in a project just because you’re utilizing an online project management tool. When you see this dynamic at play, your problem isn’t that you’re disorganized . . . you have a recruitment problem!

However, I cannot tell you how many times I’ve seen well-intentioned volunteers who want to be involved just walk away from a project because it is disorganized and hard to collaborate with other volunteers. It is this problem that Basecamp can help you resolve.

OK . . . I must admit that I am in LOVE with Basecamp. I am like a man with a hammer, and now I see nails everywhere! 🙂 I can see busy families utilizing Basecamp. I can see for-profit companies who operate in offices sprinkled across the country utilizing Basecamp. I obviously see the benefits for non-profit organizations who constantly engage busy employees and volunteers on a multitude of projects (e.g. strategic planning, resource development planning, special event fundraisers, annual campaigns, etc).

While I wish I could say that this “Software as a Service” (SaaS) was free, I cannot say such a thing; however, I think it is reasonably priced with one plan costing just $20 per month (and no long-term contract to sign).

I am sure some of you are wondering what has gotten into me this morning . . . am I a paid spokesperson or something like that? No! No! No! I am just a huge fan of things that work, and I have worked in the non-profit sector long enough to know that a tool like this can be a godsend. I say every day on this blog that “we can all learn from each other” . . . so I decided to put my money where my mouth is today.

What other tools (either free or paid service) has your non-profit agency used to help organize your volunteers and projects (e.g. Doodle.com? Google docs? GoToMeeting? BigMarker? Microsoft Project?)??? Please take a moment to scroll down and share your ideas via the comment box.

Here’s to your health!