Will the computer and smart phone kill fundraising face-to-face solicitations?

kids1Last week, I wrote a blog titled “How do you network?” which was based on a conversation I had with Henry Freeman, the owner of H.Freeman Associates LLC. That post was well-received by many of you, and afterward Henry followed up with a nice email thanking me for his “15 minutes of internet fame.” LOL  Of course, in that correspondence, Henry said something that struck me as interesting, which got me wondering about face-to-face solicitation techniques and the future of fundraising.
Here is what Henry wrote that got me thinking:

“One of the things that scares me about the vast amount of technology that enters children’s lives at a very early age is the impact it may have on their ability to grasp the deeply important human skills involved in simple face-to-face communication that involves far more than the words we speak and the facts we share.”

This paragraph formed a mental image in my head of my nephew and niece with their faces buries in their smartphones during a recent family holiday gathering. There were adults everywhere and none of the conversations were kid-friendly. So, they were bored and their phones were entertaining and full of interesting things like texting, emails, Snapchat, etc.
What got me thinking even more about Henry’s concern was a “Tech Shift” radio story I heard on Chicago’s WBEZ 91.5 FM today while driving to Indiana for a site visit with a client.
The interview was with Nick Bilton, who is a tech columnist at NYTimes.com. He recently engaged in a social experiment that yielded an interesting conversation about smartphones. Click here to listen to that interview. It is definitely worth the click.
In doing a little research for today’s blog post, I stumbled across another post “Picture or it didn’t happen” from Leah Pickett at WBEZ. In this article, she talked about her generation being brought up exclusively on technology and social media and the social behavioral changes that have ensued. This is also definitely worth a click.
As these things rolled around the inside of my head, the Illinois and Indiana snow-covered landscape passed by in one white blur, but the one thing my mind kept wandering back to was this simple question:
kids2I wonder if these influences on the next generation of donors and fundraising volunteers will have an impact on the art of face-to-face solicitation and the future of philanthropy?
The reason why this question is so important is because (as Henry so aptly points out all the time in his trainings) face-to-face solicitation is the most effective way to engage a donor. Good fundraising professionals know there are no other solicitation techniques (e.g. mail, email, telephone, etc) that come close to the level of effectiveness as a face-to-face visit with donor.
I honestly don’t have any answers today, but I think it is something worth thinking about because the answer could impact your organization’s approach to fundraising.
How? Here are just a few ideas:

  • re-investment in face-to-face solicitation training
  • investment in online “personal page” solicitation
  • inclusion of a variety of ePhilanthropy strategies (e.g. email, website, social media, crowdfunding, etc) in your annual resource development plan

I really don’t know. Maybe I’m just showing my age? But I think this is an important enough idea to spend a little time contemplating and asking the simple question of “What if?
What are your thoughts? Do you think the upcoming generation of fundraising volunteers could be impacted by the tech they’ve grown up with? If so, then what do you think the effect could be on resource development? Please scroll down and share your thoughts and experiences in the comment box below.
On a different subject, I’m pleased to announce to the DonorDreams blog community that Henry Freeman is letting me share his fundraising videos with you. My plan is to share one video per month throughout 2015. If there is good viewership, then I’ll continue sharing even more of his videos in 2016. Henry is one heck of a great fundraising professional, and I suspect you’re gonna love his training videos.
Thanks for being so awesome, Henry!
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

How are you improving your productivity in 2015?

plates spinningFor the last few decades, I’ve been on a quest to become more productive with the time I’ve been given. My counselor introduced me to the idea of mindfulness, meditation, and breathing exercises. Microsoft introduced all of us to Outlook, Word, Excel and PowerPoint. David Allen and Stephen Covey introduced us to time management strategies, tools and techniques.
Truthfully, all of these things have helped make me a more productive person, but I’m still looking for the holy grail.
Why?
I’m not sure. It could be a loose screw in my head. Or could it be that 24 hours in a day is simply not enough? Perhaps, it is most likely that as I get older life feels like it is going faster and faster with more balls to juggle and plates to spin.
With all of this going on in the background of my life, I was drawn to the question Beth Kanter posed in her January 2015 Nonprofit Blog Carnival call for submissions post:

How are nonprofit folks strengthening their personal productivity online muscles in 2015?

I’m dividing this post into two sections. First, I want to talk about some of the new things I’ve been pursuing online to boost productivity. Second, I will talk about what I am doing off-line to tame the online beast that I’m feeding.
Online productivity
jugglerOn March 28, 2012, I published a blog post titled “Getting your ducks . . . er . . . volunteers in a row“. I talked a lot about various online services and software I had started using to work with volunteers such as Doodle, Google docs, GoToMeeting, etc. However, it was clear that I had fallen in love with an online project management service called Basecamp.
For the last few years, I’ve exclusively used Basecamp to work with my non-profit and executive coaching clients. It is intuitive and easy to use. Its functionality simply falls into the following areas: shared calendar, task list, documents file cabinet and writeboards.
I know this service fills a need in my non-profit clients’ professional lives. I know it because I’ve seen some of them continue their usage of Basecamp after our engagement ended. As our lives get busier and busier, Basecamp provides non-profit professionals and volunteers a virtual online space where they can collaborate and get work done without having to call another in-person meeting.
With all of this being said, I’m no longer convinced that Basecamp is the end all and be all of online collaboration services. A few weeks ago one of my clients asked me to look into Microsoft’s SharePoint and, much like Alice, I seem to have fallen down a rabbit hole.
Since the end of December, I’ve sunk time into:

  • watching YouTube videos about SharePoint
  • reading the book “Office 365 in Business” by David Kroenke and Donald Nilson
  • reading the book “SharePoint 2013 for Dummies” by Ken Withee
  • speaking with friends who use SharePoint in their office

Embarrassingly, I must admit that I’m still trying to wrap my head around what exactly SharePoint is and how to use it. I’m not a “tech-dummy,” but the functionality of this software/service is huge. In the interest of brevity, here is how Ken Withee summarizes the question of “What is SharePoint?” on page 40 of the Dummy’s Guide book I just referenced:

“Officially, Microsoft represents SharePoint as a “business collaboration platform for the enterprise and web.” SharePoint is a platform from Microsoft that allows business to meet their diverse needs in the following domains: collaboration; social networking; information portals and public websites; Enterprise content management; business intelligence; and business applications.”

In other words, it does A LOT and it is complicated.   🙂
I’ve concluded that the 21st Century will be a time of online evolution for non-profit organizations in the area of productivity and collaboration. In just the last few years, I’ve personally seen it with my clients as some embraced Basecamp and now others appear to be checking out SharePoint.
If you are one of those non-profits investigating Basecamp versus SharePoint, I found this awesome compare/contrast page created by TrustRadius. This is definitely worth the click!
Please scroll down and use the comment box to share some of your thoughts and experiences regarding Beth Kanter’s January 2015 Nonprofit Blog Carnival question. We can all learn from each other!
Offline productivity
meditationI remember it like it was just yesterday. In 2006, I started a new job working for a national non-profit organization providing resource development capacity building services to local affiliates. On Day One, I received my first ever “smart phone,” and I thought I had died and gone to heaven.
It was a Palm Treo (you never forget your first true love).  😉
Since that time, I’ve gone from a Treo to a Blackberry to a Motorola Droid Razr to a Nexus 6 (Google’s first attempt at manufacturing a phone after buying Motorola Mobility).
My love of these mobile devices is rooted in the idea of 24/7 connectivity, which makes me feel more productive. However, my love affair has ended, and I’m starting seeing these little hand-held devil boxes as a ball-and-chain that adds weight to my work-life-balance challenges.
As I said in the beginning of this post, I started working with a counselor almost two years ago. Without getting too personal or entering the realm of TMI, let me just say that I’m working on stress and anxiety reduction strategies that include mindfulness, breathing and meditation.
As online services provide non-profit professionals greater levels of productivity, the price many of us likely pay is stress, anxiety, conflict, and loss of balance. Ironically, all of these things place a drag on our productivity.   LOL
For those of you looking for resources and advice about stillness and meditation, I suggest checking our Russell Simmon’s book “Success Through Stillness: Meditation Made Simple“. It is an easy read and a wonderful place to start.
In the end, I believe you need to blend online and offline strategies to move the needle on your personal and professional productivity.
What are your thoughts? Please share your experiences in the comment box below.
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

Happy #GivingTuesday everyone!

givingtuesday2Sorry about not posting something this morning, but I got to my hotel late last night (around midnight) and I was up five hours later for a 6:00 prospect identification/evaluation meeting. My request of Santa this year is more time added to the day and a few more weeks added on to the year.   🙂
However, when I got out of my early morning meetings and checked my overflowing email inbox, I was reminded that today is #GivingTuesday. I couldn’t have forgotten it even if I wanted because I had a ton of non-profit emails reminding me. I’m not kidding when I tell you that between my emails, LinkedIn messages, and Twitter  and Facebook feeds, I must have received 25 personalized solicitations.
Being sleep deprived and generally a softy when it comes to charitable giving, I decided to make my first ever #GivingTuesday donation. So, I weeded through all of the online solicitations and chose the one that I liked most and aligned with what I support.
Drum roll please?  🙂

Congratulations to United Way of Elgin!

Here is the text/copy of what they sent me in a Constant Contact solicitation:

Today is #GivingTuesday–Let’s ALL Make a Difference Today!
#GivingTuesday is an international movement to honor the spirit of giving during the holiday season. After the craziness of Black Friday and Cyber Monday, #GivingTuesday reminds us that we are part of something bigger, and that everyone plays a part in making our world a better place.
Join United Way of Elgin in celebrating this day dedicated to giving back. You can participate instantly with a $30 gift to the Dolly Parton Imagination Library program, which provides one free book each month to children under five in our community. Over 4,200 children received books through the DPIL in 2014–help us reach even more kids in 2015!
No matter how you choose to be a part of #GivingTuesday, remember that when you reach out a hand to one, you influence the condition of all. THANK YOU!!

I must admit that my charitable gift felt like an “impulse buy” like one I might have made on Black Friday because I obviously wasn’t planning on making this gift.
Hmmmmmm? Black Friday? #GivingTuesday?
I suspect a light just went off above my head.
dolly partonSuccessful #GivingTuesday solicitations probably utilize some of the same strategies that for-profits use to create the conditions for an impulse buy. Now it all makes sense. (I might not be quick, but I usually get there.)  🙂
So, here is what I really like about the United Way of Elgin’s #GivingTuesday solicitation:

  • It was big and colorful, which captured my attention
  • There was a picture that told most of the story
  • They asked for a specific dollar amount, which allowed me to not think about it very long.
  • It was project focused and very specific
  • The case for support was understandable in a few simple sentences
  • There were multiple links to the DonateNow page (so if I wasn’t ready to click after seeing the first link there were other opportunities late in the letter)
  • The letter was short, sweet and to the point . . . easy to read in a matter of seconds

Haven’t made your #GivingTuesday gift yet? There is still time left! Can’t figure out who to support? Why not click-through and check out United Way of Elgin’s Dolly Parton Imagination Library?  It will warm your heart to invest in early childhood education and literacy. It did mine!
Did your organization participate in #GivingTuesday? If so, what worked for you? What didn’t work? Please scroll down and share your thoughts and experiences in the comment box below.
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

Thanksgiving, donor stewardship and social media

gravy1Thanksgiving is a time when many non-profit organizations give thanks to their donors who support their mission with their time and money. Over the years, I’ve received Thanksgiving cards, thank-a-thon phone calls, and even a small little gift of gratitude from my favorite charities. However, the ALS #IceBucketChallenge has changed everything and set the bar higher for all resource development activities. So, I’ve spent days (if not weeks) thinking about how to use social media to steward donors during this time of the year. This morning I think I had my best idea yet. Let’s see what you think.
Let me first set the scene . . .
It is Thanksgiving Day and I’m sitting around my parent’s table with my siblings and their children. There is turkey, stuffing, green bean casserole, and more food than you can imagine. The table conversation is thick with things for which we are all thankful:

  • Mom is thankful for perfect children
  • Dad is thankful that Mom is happy
  • My sister is thankful that her kids are now all in school full-time
  • My brother is thankful that his second hip replacement surgery was successful

gravy3AND THEN IT HAPPENS . . .
My teenage nephew whips out his smart phone and turns his video recorder on me. I unexpectedly stand up, grab the gravy boat, dump it over my head, and tell everyone why I’m so thankful for my favorite charity and all of my friends who I’ve solicited in the last year to support that agency. I end my testimonial by challenging by name my friends and family to take the #GravyBoatStewardshipChallenge. The video is posted to Facebook, goes viral and a new ePhilanthropy trend sweeps the nation, and this time it isn’t a solicitation phenomenon. It is instead focused on the ever-important stewardship function of your resource development program.
So, whatcha think?
Yeah, yeah, yeah . . . the gravy sounds hot and sticky and not as fun as ice water. OK, you’re probably right. I should go back to the drawing board and get a little more sleep tonight. (And to those of you who think I’ve lost my mind, let me assure you that my tongue is firmly planted in my cheek and I’m just trying to be funny.)
Even though my brainstorming might have come up a little short, this shouldn’t stop your organization from looking at social media as a stewardship opportunity this Thanksgiving season. Here are just a few other (and less sticky) ideas on how to use social media to give thanks to your donors:

  • Record short video snippets of staff, board and clients giving thanks for what your agency has accomplished in 2014 and express gratitude to the donors whose support made it all possible. Then post it to Facebook.
  • Twitpic a picture of something awesome happening at your agency and give it a stewardship caption.
  • Start work on a digital version of your annual report that you will upload to your website.
  • Create a YouTube video version of your annual report and send it to donors.
  • Commit to writing a monthly feature story focused on your biggest supporters, upload to your website and point all of your social media friends to where it is located online.

gravy2If there is one thing all of us should’ve learned from the ALS #IceBucketChallenge, it is that social media is a powerful tool in our resource development toolbox. While we’re all still learning how to use this tool, those who innovate and try new things will surely reap the rewards.
So, why not use social media this Thanksgiving season to steward your donors? Are you already doing something? If so, what is it? Do you have a crazy idea, but are too afraid to try it? What is it? We can all learn and support each other. Please scroll down and share your thoughts and ideas in the comment box below.
Here’s to your health!
Erik Anderson
Founder & President, The Healthy Non-Profit LLC
www.thehealthynonprofit.com 
erik@thehealthynonprofit.com
http://twitter.com/#!/eanderson847
http://www.facebook.com/eanderson847
http://www.linkedin.com/in/erikanderson847

Non-profits are using digital videos to say THANK YOU

It is well documented that non-profit organizations need to 1) show gratitude, 2) prove that a contribution is being used in the manner it was intended, and 3) demonstrate impact in order retain a donor. This could be one reason why some non-profit organizations are starting to produce online videos to say THANK YOU to donors.
When you think about it, video is a great medium to “show” people all sorts of things including the three elements of stewardship that I just mentioned. Additionally, the low-cost (virtual no-cost) of digital videos makes this an irresistible activity for many non-profit organizations.
The following is a video from the Boys & Girls Club of Lorain County, and it was produced by the kids for Lebron James:
Lebron
The next video is from the same organization, and the donors being thanked are a church congregation:
House of Praise
After a little clicking around online, fellow blogger and non-profit marketing guru– Kivi Leroux Miller — wrote a similar post almost a year ago titled “A Few Great Thank You Videos” with a number of fabulous links to videos.
If your organization is interested in trying its hand at directing a “thank you video,” you might want to check out the following resources:

Is your agency starting to use digital technology to steward donors? If so, what have you learned? What feedback, if any, have you received from donors? Please scroll down and use the comment box to share your thoughts and experiences.
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

Your non-profit reputation and the internet

whats in your walletI woke up this morning with the words of Samuel Jackson echoing through my head. While this actor has played a number of different roles in Hollywood, the words in my head were from his Capital One credit card commercials . . . “What’s in  your wallet?” As I shuffled around my hotel room trying to wake up, I started reviewing all of the possible reasons why I woke up with this popular commercial on my mind. After a little thinking, I’ve decided that my subconscious mind is still wrestling with an email I received yesterday morning from a non-profit organization asking me not to delete any reference to them in a blog I posted last week.
Here is what the email said (of course, I’ve removed names to protect the innocent):

“We noticed that you referenced ABC Agency in a blog post and linked to a 2005 memo written by our former Director of Development. As the information is old, and the director is no longer with our organization, we kindly request that you remove the reference from your blog post.”

Let me start by saying . . . of course, I honored their request. I’m a nice guy, and my professional goal in life is to help non-profit organizations and not become a thorn in their side.
However . . . something is obviously bothering me about this email. After thinking it through, I figured it out.
I found this document with a simple Google search. So, this agency (or someone associated with the agency at one time) uploaded this document to the internet. Once you do that, it is likely “out there” for the entire world to see and use. Forever! Once something is put into the public domain, it is almost impossible to take it back.
whats in your wallet2I think there are a number of “lessons learned” associated with this situation. Here are the one’s I can identify:

  • Be careful about what you post to your organization’s website, social media, blogs, etc. Consider putting policies and procedures in place to guide what employees can and can’t share about your organization online.
  • If your agency has decided to have an online presence, adopt the wise words found in the Serenity Prayer when it comes to things you can and cannot change. In the long run, it will likely save you from “Maalox Moments“.
  • In order to protect your brand’s reputation, monitor your organization’s good name. Periodically Google your agency name. Set-up a Google Alert and let Google tell you when someone is saying something about you.
  • When something is posted about your organization that you don’t like, a polite email with your request to remove the comment, reference or document can be appropriate (however I refer you to what I said earlier about the Serenity Prayer). More important, be careful about what you say in the email because you have no idea who will read it, who it will be forwarded to, or where it will end up. (Please note that I shared the agency in question’s email with the world on my blog. Enough said?)

If you are looking for a few resources on this subject, this is what I found:

What is your wallet? LOL Seriously, how has your non-profit organization decided to tackle the question of appropriate online content? Please use the comment box below to share your thoughts and experiences? 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

Seeking your input on donor databases and QuickBooks Online

data integration1One of my many jobs in this world is being the webmaster and community manager for a large national organization’s resource development website, which essentially acts as a fundraising toolbox for their local affiliates. One of the many functions of the website is an “Ask the Expert” service where front line staff can ask resource development questions and receive an answer in approximately 24 hours. A few weeks ago a question was asked about donor databases and QuickBooks Online. While I’m happy with our answer, I’m wondering if there isn’t more advice that could’ve been provided.
So, this morning I’m inviting all of you to become one of our “experts” and weigh-in with advice that will help round out the response that was originally provided.
The Question

“I am looking for guidance on purchasing a donor management system. We currently use QuickBooks online version and are having difficulty finding a solution that will integrate with the software. Are there any solutions out there that are recommended?

The Answer We Provided

There is a great workbook in The Vault titled “Getting the Most from Your Decision: Four Steps to Selecting Donor Management Software.” It is located in the Donor Management Guides section where you will find many more interesting resources that can assist you in making a sound decision.
It sounds like your organization has ranked data integration with your QuickBooks Online account as a high priority. As you move from the second step of your search process (e.g. prioritizing) to the third step of the process (e.g. deciding), you will end up:

  • engaging a variety of companies
  • viewing many product demonstrations
  • using your list of preferred functions and features to screen your options

I encourage you to walk this path with other people (e.g. preferably other system users and individuals who will be impacted by this decision).
With all of this being said, it sounds like you are following this process and disappointed in how few options exist when it comes to data integration with your QuickBooks Online account.
The national organization has a policy that prohibits me from recommending specific products. So, please do not construe any of the following information as a recommendation.
After some preliminary investigating, it looks like the following two donor database products offer the feature that you’re looking for:

I also found an online service called itDUZZit which seems to work with DonorPerfect in the cloud to configure and integrate your data with QuickBooks Online. You should check into the willingness of this company to create other bridges for other products. From what I saw on their website, this might be an option.
It is important to note that I have no experience using DonorSnap and itDUZZit, and I have very little experience with Donor Perfect. Again, please don’t view any of this as a recommendation to purchase those products. I am simply suggesting these options might be worth further investigation.
However, I am recommending the following:

  • Keep looking . . . Google is a great resource and so are all of the articles located in The Vault
  • Identify other non-profit agencies in your community who use QuickBooks Online and ask them if/how they bridge their systems
  • Think outside of the box . . . many cloud-based database systems have export features that give you what you need to upload to QuickBooks Online (and being OK with a few extra clicks might expand your database search options)
  • Don’t lose sight of the fact that data integration is likely only one of many functions and features that you desire. While integration with QuickBooks Online is obviously at the top of your list, I encourage you to guard against letting it blind you from your other functions and features needs.

In researching your question, I reached out to Nancy Guthrie who is the owner of Business Matters, an accounting firm who works with many non-profit organizations like yours and has experience with QuickBooks Online. Here is what she had to say:
Time marches on and there are solutions . . . there are many external softwares that now integrate with QuickBooks online.  I googled “Quickbooks online donor integration” and hit the choice below (DonorSnap). I am sure there may be others.  I support looking at all of the online solutions for data and accounting. It is where the attention is and gives the most flexibility and most modern choices and connections to time and communication tools.  The integration with QuickBooks Online has come a long way!
In a second email, she added this:
At this point, reverting to a desktop-based accounting software will NEVER get my vote — no matter the integration.  The amount of the transaction entry time for deposits saved will never make enough difference to change the accounting away from the Online version, which is so perfect for non-profit organizations.”
I hope this helps. If you have additional questions, please feel free to come back and “Ask the Experts”.

And now . . . the rest of the story?
data integration2OK . . . you’ve had a chance to read the question and answer. What additional advice would you have provided? Do you use QuickBooks Online and a donor database with a data integration bridge? If so, what can you tell us about the data bridge and the database (or CRM)?
Please scroll down and share your thoughts and experiences in the comment box below. I will happily pass your thoughts along and possibly even append the response that we uploaded to the website.
Similar to Tuesday’s post about revising a whitepaper/brief, I’m asking you to “pay it forward” today.
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

Using online interpersonal tools to engage your agency's stakeholders

What interpersonal tools is your agency using to engage people?

By Rose Reinert
Guest blogger
rose1For several months, I have been excited to share a weekly post with you all. I have been going chapter by chapter through Lon Safko’s book, The Social Media Bible and applying his thoughts to the non-profit sector in a blog on Monday mornings. We have reached chapter 21 — “Let the Conversation Begin (Interpersonal)” of Lon Safko’s book The Social Media Bible. This is the last chapter in part 1 of the book, and it is the final chapter in my guest blogging series.
Our entire journey over the last five months has focused on building relationships and deepening relationships with donors, supporters, volunteers and the public. This chapter offers a great recap of this concept with a focus on “interpersonal.”
Interpersonal refers to all the different ways in the social media ecosphere lets us communicate and interact. Sakfo believes that choosing an interpersonal tool starts with the following two questions:

  1. What do you want to communicate?
  2. With whom do you want to communicate it?

Safko points out a great benefit to utilizing some of these tools, beyond the benefit of building on the relationship. Often, many of these tools can help reduce costs in long-distance telephone calls and travel expenses.  I will highlight a few of these today.
Video Conferencing
gotomeetingThere is no doubt that as the recession hit many organizations began to cut costs. One of the first areas cut was staff development (e.g. conferences, travel expenses, etc). These expenditured became more of a luxury as donations declined and funding became more uncertain.
However, the recession opened new doors. For example, video conferencing and things like webinars have became increasingly popular. These tools allow for face-to-face engagement, while not incurring travel costs.
Sharing Applications
Other popular ways to increase efficiency are applications like GoToMeeting and Doodle.
GoToMeeting is a web conferencing service that allows up to 15 users to engage in an online meeting. This includes sharing the screen, webcams and documents. This site is secure with passwords, and if a larger audience needs to be reached, there is a GoToWebinar option.
doodleDoodle is one of my favorites. As an Executive Director I would constantly have to convene meetings between groups of people. It was more than frustrating to go back and forth in e-mails trying to figure out a time when people could meet.
Doodle allows you to send out a meeting request with date/time options. The person simply enters their name, clicks what works for them and voilà! You can choose the best option and increase participation by placing your meeting on a day that works best for everyone.
These are just a few of the many great tools that can increase efficiency in today’s busy world.
I am interested to learn more about your experiences with these tools, or others. Please share examples of other interactive social media and internet-based tools that you use at your non-profit organization in the comment box below.
rose draft sig

Don't text and drive, but please use it to fundraise!

Text messaging for solicitation (or stewardship) of donors

By Rose Reinert
Guest blogger
rose1For those of you who are new to the DonorDreams blog, I’m going chapter by chapter through Lon Safko’s book, The Social Media Bible and applying his thoughts to the non-profit sector in a blog on Monday mornings. Of course, it is Tuesday morning (because Erik just returned from his five month engagement in Texas & New Mexico and he got confused).
Last week, we explored marketing yourself through SEM — Search Engine Marketing — and this week we will explore maximizing your message through using mobile.
Do you remember back in January 2010 when The American Red Cross received an overwhelming response with text message donations after the Haiti earthquake?  Well, “overwhelming” equaled $41m! The Red Cross received 4.1 million messages valued at ten dollars each, 95% of which were from first-time donors.
Text Message Donations
Simply put, you advertise the fundraising phone number to potential donors. The donors send a text message, and 60 to 90 days later you receive the donation. Seems simple right?
There are some common frustrations that surround that simple equation, which are important to explore. Many non-profits have and are running similar campaigns as The Red Cross, but there are some large hurdles including the cost of processing.
Mobile Site Donations
As we have discussed through our journey in this blog, ensuring that your website is mobile friendly is critical. It also can provide the opportunity to raise funds. A downfall of text message donations is that there is a limit of $10. This, of course, can leave money on the table for your non-profit.
You can utilize similar methods as text message donations, but direct people to your website’s Donate Now button.
Text Message Cultivation
Beyond the usage of text messaging for the end result of raising money, you can utilize it to build your relationship with your donors to position them for larger solicitations in mind.
Send your donor a few quick messages every month (or even once a month) focused on how their contribution is making a difference. Using text messaging in this manner can keep your donors excited and engaged with your mission.
In a year-end campaign for the Humane Society, donors who periodically received stewardship messages via text contributed online with an increased response rate of 77%.
So, what are you waiting for? Let’s get texting!
I am very interested to hear your experiences (both good and bad) with utilizing text messaging for donations or engagement for your agency. Additionally . . . have you used text messaging to donate to an organization? Please share what you liked and disliked in the comment box below.
rose draft sig
 

A few tips for participating in your community's "Giving Day"

give local americaI may not be the sharpest knife in the drawer, but when I get beat over the head with something enough times over the course of a year it becomes obvious that I’m staring at a trend. LOL! In this case, I am referencing an increasingly popular activity sprouting up all over the place — Giving Day.
I was first introduced to the idea of a concentrated one day push while working with a client in Valparaiso, Indiana. Their local community foundation had organized a day where local donors could make an online contribution and designate it to any number of local non-profit organizations. Of course, there were incentives such matching dollars and contests.
As many of you know, I’ve spent the last five months in West Texas and New Mexico working with 18 different agencies on a variety of organizational capacity building activities. While I was down south avoiding a brutal Midwest winter, I was once again introduced to another statewide Giving Day in New Mexico. Like the one in Valparaiso, it was being sponsored by a handful of different community foundations.
Finally, last week I returned home from my temporary assignment and started wading through a ton of mail that was waiting for me. While sifting through that pile, I came across a letter from another agency promoting their community’s Giving Day and they were asking me to make an online contribution.
As I clicked around on Google, I discovered there is a national Giving Day initiative called “Give Local America!” being sponsored by communities, non-profit organizations and an online giving portal company called Kimbia.
As I said earlier, I may not be the brightest or the quickest, but I suspect that I’m looking at a trend in the non-profit sector.  🙂
The Knight Foundation defines a community Giving Day as follows:

“A Giving Day is a powerful 24-hour online fundraising competition that unites a community around local causes. Hosted by the area’s community foundation, the Giving Day raises money through a single online donation platform. A Giving Day is a great way to build community, connect donors to local nonprofits, teach organizations to use digital tools and generate excitement about your community foundation.”

The foundation developed an online “playbook” for people who want to organize one of these events in their community. If you’re interested, click here to check it out.
online givingAs I started playing around with these ideas in my head, I’ve come to the conclusion that this doesn’t necessarily have to be a community-wide event sponsored by a community foundation or a United Way. (However, I do think a community-wide approach organized by a foundation or United Way is preferable)
I believe individual non-profit organizations can take these same principles and develop a focused day of giving for themselves. Perhaps, it is something at the end of your Spring annual campaign pledge drive focused on smaller donors. Or maybe it is a year-end giving strategy with a Thanksgiving theme done in conjunction with #GivingTuesday.
Regardless of whether it is community-focused or agency-focused, there are a few simple best practices that power the successes associated with planning these events. You can find those best practices at the other end of the Knight Foundation link (see link above). If you aren’t planning such an event, but you’re participating in one, then here are a few tips for engaging the most number of people in making a contribution in your agency’s name:

  • challenge gifts are an important part of the call to action (don’t just rely on the challenge being offered by the organizer . . . additional matching gifts from your major donors will drive even more traffic on your behalf to the online giving portal)
  • pre-event publicity is crucial to raise awareness among your donors (e.g. targeted mail, email, etc)
  • day-of-event solicitation (e.g. emails, blog posts, Facebook/Twitter/LinkedIn chatter, etc) are important strategies to drive online traffic to the giving page
  • post-event recognition and stewardship for an entire year leading up to your next Giving Day build loyalty and a strong base of sustainable giving

Does your agency participate in a community-wide Giving Day? If so, what best practices have you used and found work well? Please use the comment box below to share your thoughts and experiences.
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