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How does your organization use ePhilanthropy strategies to secure matching gifts?

Fundraising

Good morning, DonorDreams readers! As I’ve shared in recent posts, my work schedule has become chaotic in recent months thanks to a few fun and challenging contracts that I signed. Since there is only so much time in a day, I sometimes inadvertently end up dropping the ball with writing a blog post. I promised you that I will do my best to keep this blog platform a priority and try to engage guest bloggers to fill some of the gaps created by my schedule. This morning I’m grateful to Adam Weinger, who is the president of Double the Donation, for agreeing to be one of those guest bloggers. I hope you enjoy this morning’s post about online matching gift strategies.  Here’s to your health!  ~Erik

6 Tips to Increase Your Online Matching Gift Strategy

Letting your donors know about matching gift programs doesn’t have to be a headache. Having a great team and crafting an effective online presence will help you get the word out about matching gifts and will result in more donations for your nonprofit.

Here are 6 tips that will enable you to give your online gift matching strategies a boost.

1. Appoint a Matching Gift Coordinator

Before beefing up your online matching gift strategy, it’s a good idea to designate one person or a small team of people who will be able to effectively market matching gifts online. While the entire staff should be aware of matching gift programs, making one person the established go-to source for matching gifts can help streamline the online donation and matching gift process.

2. Raise Awareness on Your Website

When people visit your nonprofit’s website, they’re usually looking for information about your organization and ways to donate to your cause.
Why not use that opportunity to let them know about corporate giving programs such as matching gift programs?
For example, you can spread the word about matching gifts on your website in a variety of ways:

  • Include matching gifts on your “ways to give” page. When potential or existing donors find their way to an online donation page, have a prominent link that points them in the direction of matching gift information.
  • Consider implementing an entire page dedicated to matching gift programs. Creating a comprehensive page that lets donors know more about matching gift programs is a great way to give them the most information in one central location.

3. Update Your Website

Nothing can irritate a donor more than going to a nonprofit’s website and getting nothing but broken links and unhelpful pages. The most recent Millennial Impact Report found that over 30% of millennial employees who make donations do so online. Contributions made online are becoming increasingly popular due to the ease and accessibility of donation pages. Don’t miss out on getting these donations plus the matching gifts that go along with them by having a subpar website.

4. Inform Donors about Matching Gifts Throughout the Donation Process

Keeping individuals in the know about matching gifts at every stage of the donation process will help maximize the number of donors that look into doubling their donation.

Provide an option when they donate

If your donors are using your website to donate, use the opportunity to let them know about matching gifts while they’re giving. Offering donors an option to learn more about matching gifts while their contribution is being made will increase the chances that they’ll look into matching gifts.
For tips on making online donations easier, check out this article.

Use your confirmation page

Donors want to make sure their online donation went through without a hitch. Since they’ll be directed to the confirmation page anyway, it’s worthwhile to let donors know about matching gift programs, just in case they missed it on the actual donation page.

Thank You Email

You should always say thank you after receiving a donation, but you can also use your thank you email to let donors about matching gifts. Not only will they feel appreciated for giving to your organization, but they’ll also know more about doubling their contribution.
One idea: Send a short creative video in an email to let donors know you appreciate their gift and show them what your donation is going toward.
Check out these great tips on sending out thank you notes.

5. Pair up Wealth Screenings and Matching Gifts

Using wealth screenings and prospect research to get the most out of your existing donations can be the perfect way to make them go farther.
It’s essential to know who your donors are, who has greatest capacity to give, and who they’re connected to. And spending time learning about your donors or prospective donors will help you maximize the number of donations you receive, and better enable your organization to get the word out about matching gifts.
Learn more about wealth screenings and look into how they pair well with matching gifts.

6. Use Social Media

matching-donations-cmta-facebookWith so many people posting updates, Tweeting the latest news, and hashtagging photos of their lunch, it’s a good idea to jump on the social media bandwagon and utilize different sites to promote matching gifts programs. Keeping the message short and sweet is the key, here. No one wants to read a novel when scrolling through their Facebook newsfeed.
The Charcot-Marie-Tooth Association has a perfect example of how to capture followers’ attention and let them know about matching gifts without overwhelming them with information. The picture highlights doubling donations by showing two scoops of ice cream and as well as using the “double scoop” pun to draw followers’ attention to matching gift information. The post also provides donors with a helpful link to find out whether or not their employer uses a gift matching program.
Learn more about using social media to promote matching gifts.
Using a combination of these different tools will help your nonprofit succeed in letting your donors know about matching gift programs, resulting in more donations for your organization.

Donors are not minions and cannot be owned or posessed

Fundraising, philanthropy

slavery amendmentSlavery ended on December 6, 1865 when the 13th Amendment to the Constitution of the United States was ratified. In a nutshell, this means that people cannot own people anymore. I have a hard time juxtaposing this fact with what I hear some non-profit professionals sometimes say, which is: “. . . that is my donor“.
I suspect many of you reading today’s post probably just had a strong reaction to what I said. You’re probably nodding your head and thinking “THOSE” people should know better. However, I suspect many more of us are guilty of trying to control our donors. The following are just a few examples of what I’ve recently seen and inspire this today’s blog post.
Collaborative fundraising
Collaborative fundraising is when two parties get together to raise money for a singular purpose. It could be jointly approaching one large donor (e.g. large multi-national corporation) as a statewide collaborative and asking them to support one program that everyone in the alliance runs. It could also be two separate entities approaching their separate donor lists to support a joint effort.
In my experience, this type of fundraising has become more common in recent years.
You may not be practicing donor-centered fundraising if you find yourself in one of these ventures and you catch yourself saying things like:

  • “My list“
  • “My donors“
  • “My money vs. your money“

Controlling opportunities
controlLet’s face it . . . non-profit organizations typically have many competing priorities and projects usually going on simultaneously (e.g. supporting the annual fund, building a new building, renovating an existing space, endowing a program, etc).
You may not be practicing donor-centered fundraising if you find yourself doing something like:

  • deciding for the donor which project you will won’t present to them as an opportunity because you need their money elsewhere
  • steering the donor away from certain projects
  • trying to change a donor’s mind when they come to you with an idea

I’m not suggesting that fundraising professionals shouldn’t use their best judgement. You know your donors, and you should know what they are passionate about. So, bringing opportunities that align with their interests and passions is very much donor centered. However, if you find yourself using “organizational needs” as a criteria to decide which funding opportunities are shared with a donor, then you might find yourself in the category of trying to “control donors“.
Donors as Minions movie characters
minionsI recently saw the Minions in the movie theater. It was in the middle of this relaxing diversion from my crazy work schedule that I came to believe some (perhaps many) non-profit organizations view their donors as these cute, little yellow characters.

  • Individually small
  • Collectively powerful and useful
  • Looking to serve and belong

Of course, if you follow the movie plot line, you quickly realize that Minions are not a mindless drone collective. They have ideas of their own and oftentimes find themselves sideways with the mission. Another common theme throughout this film and the Despicable Me movies is that the villain for whom the Minions work typically ends up failing at controlling this group of adorable yellow characters.
The bottom line for me is that donors are not minions. If you choose to treat them as such, you will likely end up with a big yellow mess on your hands.
What to do about this?
This post obviously leads one to ask the obvious question, which is “what should be done to avoid this behavior?”
I suggest you consider the following simple suggestions:

  1. Mind your language and try to stop using words like “mine” and “yours“
  2. Sit down with donors (especially major gift prospects) regularly and engage them in discussions about their philanthropic passions, wishes and dreams
  3. Develop a “menu of opportunities” for your major gifts initiative

Have you seen or experienced similar situations where donors were being controlled or manipulated? If so, what was the end result? How does your organization share funding opportunities with donors (e.g. menu of major gift opportunties)?
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

Storytelling can be so much more than just a fundraising tool

nonprofit, organizational development, Planning, resource development

storytellingLast night I met with a non-profit board of directors, and we spent an hour talking about the “Three Stories You Need To Tell“. I centered the discussion around the Nonprofit Storytelling for Board Members curriculum developed by Chris Davenport at 501 Videos LLC.
It was a great evening (in this facilitator’s opinion). We talked about the importance of developing each board volunteer’s “involvement story” as well as developing an organizational “impact story” and “thank you story“. At the end of the meeting, worksheets were distributed and work groups were formed. The excitement and buzz around developing the first draft of stories that will be shared at the organization’s next board meeting was palpable.
For me, I’m excited for this organization because I suspect cultivating a culture of storytelling will jump start this board’s resource development efforts. More importantly, I believe a storytelling culture can used during planning processes to engage board members in:

  1. organizational assessment
  2. vision casting

Let me take a moment to explain . . .
Assessment
assessmentHow many times have you been handed pages full of data at the start of any type of planning process (e.g. strategic planning, resource development planning, etc). You are typically asked to look for gaps in addition to organization strengths, weaknesses, opportunities and threats.
This type of work is foundational and important to any planning process. However, the board president at last night’s meeting would tell you that data looked at within a vacuum is worthless.
So, the question I posed last night is: “What if we used a storytelling paradigm to contextualize our organizational data at the start of a planning process?”
For example, let’s say your data is telling you that you served 25% fewer clients in 2015 than 2014. Rather than just accepting that data point at face value, your board could drill deeper to find the stories behind why this is happening. Perhaps, the story of one of one of the 2014 clients who stopped being a client in 2015 could be told and a deeper understanding of what is happening could be achieved by decision-makers.
I would argue that a deeper understanding of your organizational data will enrich your planning process.
Vision casting
visionAfter the assessment phase of any planning process is over, it is common for boards to spend time developing a vision for the future. It is upon this vision that goals, strategies, tactics and metrics are all built.
For years, one of my favorite “vision casting exercises” has been asking board members to pretend they are newspaper reporters (I probably like this exercise because I used to run a small town newspaper many years ago).
I ask them to envision themselves five or 10 years in the future writing a story about their organization. Of course, the question is: “what is that story about?”
As part of this exercise, I ask everyone to write their story and share it with the group. This gets everyone engaged in creating a collective vision.
Of course, this is nothing more than using storytelling as a tool to create a vision.
The question I asked last night was what other storytelling exercises could we develop to create a shared vision? Could we even use storytelling as a brainstorming opportunity to develop organizational goals and strategies?
I believe the answer to these questions is YES because of what Chris Davenport tells us are the “Thee C’s of Storytelling“:

  1. Character
  2. Connection
  3. Conflict
  4. Conquest

It is this final “C” that has me believing a storytelling approach can get board volunteers thinking about goals and strategies. After all, if every good story needs to end with how the main character will solve the conflict, then doesn’t this get people talking about your organization’s potential “future state” (aka vision) but also possible solutions (aka goals and strategies)?
I believe it does, and we’ll get a little closer to the truth at the future board meetings.
storytelling dvdI’m not trying to sell Chris Davenport’s products today, but if you haven’t checked out his storytelling DVD and collateral materials you may want to do so. Click here to learn more about his DVD product. Click here to learn more about a very useful brochure that can accompany the DVD or be used as a standalone resource. Click here to learn more about his free field guide and journal.
Again, I will not profit from any of this. I do not have a business relationship with Chris other than the fact that I’m a customer and purchase resources from him. OK, OK, OK . . . I guess I am smitten with this work and have found his stuff useful in my some of my consulting projects. Regardless, I won’t see a penny of anything you decide to purchase anything from him.
Does your organization do any storytelling? Please scroll down and use the comment box to share how you employ the power of storytelling? What have been the results? Has it changed anything in your organization (e.g. are board members better fundraisers now, is your planning process more dynamic and engaging, have you used storytelling to enhance your board governance and board meetings, etc)?
We can call learn from each other. Please take a moment to share.
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 how to secure donor meetings

Uncategorized

As most of you know, the first Thursday of every month has been dedicated to featuring a short video from Henry Freeman, who is an accomplished non-profit and fundraising professional. We affectionately call this monthly series “Hangin’ With Henry”  because of the conversational format around which he has framed his online videos. This month we’re talking about Opening the Door for a Future Visit.
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=3bEmVPLaeuY
Personally, I can recall countless times where I’ve had difficulties securing an initial meeting with a prospect/donor. In hindsight, my struggles have always stemmed from:

  • not having much (or any) relationship with the person
  • not understanding the person’s philanthropic vision (and reason they support us)
  • simple fear of the unknown

My first strategy has always been reaching out to someone who knows us both and asking that person to set up the meeting. Of course, this isn’t always an option.
Our friends at 501 Videos recently published a similar video to Henry’s as part of their FREE Movie Mondays service.  The video was titled “Getting the Donor Meeting” and the interviewee provides additional helpful tips. It is definitely worth the click!
The tip that I received almost 10-years ago (it was from a video produced by Bob Osborne of the Osborne Group) that has been the most successful for me was:

“Have three reasons for needing to sit down with a prospect/donor.”

It is important to make these reasons “real and genuine” or you will come across as plastic and insincere. However, you likely have lots of reasons to sit down with someone is you just thought about it for a few minutes. Here are just a few suggestions:

  • You are looking for advice
  • You need help with a project
  • You need help opening a door
  • You want to share something (e.g. annual report, success story, etc)
  • You need feedback on a special event (e.g. critique, evaluation, etc)
  • You want to talk about their charitable giving and future support of the organization

You always want to include the last reason in the laundry list of bullet points in order to avoid turning the meeting into an ambush.
How have you gotten over the hurdle of securing difficult meetings with prospects/donors? Please share your tips and best practices 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

Building consensus is part of everyday hard work at non-profits

Board governance

idearatingsheetsIt seems like one common theme in my work with non-profit organizations is that “building consensus” is difficult. Getting everyone on the same page can be like herding cats. It was this reality that had me all tied in knots a few months ago as I was sitting down for the first time with my Philanthropy Day planning committee. We had lots of things to decide (e.g. event location, registration fees, training sessions, discussion panels, etc), and there was very little time to do so.
I decided to reach into my magic bag of consulting tricks and pulled out a tool that I’d never used before . . .

Idea Rating Sheets

The tool is simple:

  • One idea is written at the top of each sheet
  • The sheets are passed around the group
  • Individuals rate the idea
  • Individuals provide some feed back on the idea’s strengths and challenges
  • Each person “signs off” on the sheet confirming that they weighed in with their feedback

At the end of the day, it is easy to see which ideas have traction and which ones don’t. Those ideas that have support rise to the top, and the group can focus its discussions and not waste time talking about ideas that are non-starters.
In my experience, I can see Idea Rating Sheets being used very effectively in various facilitated planning processes. This tool might also be very effective for standing committees of your board that are trying to make direction setting decisions.
Want to learn more? Simply visit their webpage by clicking here or their library of resources by clicking here.
Kudos to Jason Diceman and his team for creating a simple yet awesome consensus building tool!
How does your organization build consensus? Please share your thoughts and experiences in the comment box below. 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

Embrace storytelling as a catalyst for organizational change

marketing

storytellingLast month I sat down with an executive director and two board members to explore how I might be able to help their organization grow their organizational capacity. Over the course of an hour, we talked about all kinds of awesome things such as:

  • the capacity of their existing board volunteers to govern effectively and raise enough funding to operate
  • what average Joe & Jane on main street think their community’s biggest needs are and what the organization sees as the community’s greatest needs . . . and do those things align?
  • measuring the impact the organization is having with its programs.
  • what does “data-driven decision-making” look like and how does it impact board governance?

This laundry list of awesome topics actually could include another three or four topics. It really was shaping up to be a great meeting. I was starting to believe there might be a project or two this board might invite me to collaborate with them on undertaking.
So, when I injected a consensus building question into the conversation such as “So, where do you think I can help,” imagine how surprised I was when none of the things we had just discussed were presented as something they wanted my help with doing.
My jaw nearly hit the table when the board president looked me square in the eyes and said . . .

“We can really use your help with developing our organization’s ‘stories’ and working with us on how to effectively tell those stories to the community. We recognize the value of data, but we think storytelling is of greater value.“

I’d be lying if the voice inside my head was immediately skeptical. Luckily, I found the strength to keep mouth shut and simply agree to help them with what they asked of me.
In the days and weeks since that meeting, I am getting more and more excited about this project. I’m even starting to think the board president might be a genius. Here are just a few reasons for my ever increasing “glass-half-full” thoughts:

  • Let’s face it . . . data is worthless when shared with donors in a vacuum
  • Real-life stories bring data to life and provide context
  • Resource development activities such as cultivation, solicitation and stewardship are rooted in emotions which require stories coupled with a little bit of data
  • Using storytelling as a starting point could be an effective “organizational assessment lens“ for board members as they try to develop their own personal stories about the organization, its programs and its impact
  • The art of developing a board volunteer’s story can lead to increased engagement (e.g. visiting during operational hours, volunteers to work with clients, talking to those who have been impacted by the organization’s programs, etc)
  • This approach can spark an honest discussion between board and staff about what more needs to be done to generate more success stories (or conversely, why board volunteers are reluctant to share stories and ask for contributions from friends)

After marinading on this commitment for a few days, I got back to my home office and immediate visited the website of my “virtual friend” Chris Davenport at 501 Videos, surfed over to his virtual store and purchased a 10-pack of his back-pocket book “Nonprofit Storytelling for Board Members“. My plan is to return in a few weeks, distribute one of these booklets to each board volunteer, and start working with them on how to develop their own stories and share those stories with their friends.
I’m viewing this as an organic approach to organizational development. I am buckled up and prepared for wherever this exercise takes us. I’m already predicting that the possibilities are endless.
Are your board members out in the community actively telling their friends and your supporters (and prospective new donors) stories about your organization? If not not, why do you think that is? More importantly, what are you going to do about it?
I feel compelled to provide a FREE PLUG for the 2015 Nonprofit Storytelling Conference being hosted in Seattle, Washington on November 12 & 13. Only the first 300 people who register will be allowed to attend. (Disclaimer: I am not a conference organizer. I have never attended. I don’t gain anything from this shameless plug. I just thought some of you might be interested in learning about this opportunity, especially if you’re intrigued by today’s blog post)
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

So, your non-profit cannot make its payroll obligation?

Uncategorized

Let me start with an apology to DonorDreams readers for my recent absence. My workload has increased exponentially lately, and the last few mornings when I’ve sat down to write the floodgates opened unexpectedly. I will try harder, but if things don’t get better, then I will have to seek out more guest bloggers and re-publish popular posts from the past. Please accept my apologies and my promise to work this problem.  ~Erik

This morning’s post is top of mind because I’ve recently had the privilege of working with a non-profit organization that is encountering a cash flow situation. First, let me say that this is something many non-profit leaders have had to deal with. Second, I’ve recently come to realize that many people freeze when confronted with these situations and very little is written about how to survive such a crisis. So, I’m going to provide a few tips from my experiences of working with clients facing a cash flow and payroll crisis.
Ask board members to contribute
boarddev1The people closest to your mission are board and staff members. So, when the organization is short on cash and cannot meet its payroll obligations, it is only natural to ask board members to dig a little deeper.
While this will bring in some money and help bridge the gap (at least partially), the bigger reason you need to start with the board is that no other donor will jump into the gap if they don’t see the board doing their fair share. Additionally, you won’t likely be able to get board members to jump in and help you engage other donors if it doesn’t feel like they have skin in the game.
Ask key donors to contribute
donor solicitorDon’t pass the basket and ask smaller, low capacity donors. Identify your larger, more capable donors and schedule an in-person meeting to explain what has occurred and ask for their support.
Be careful!
Don’t make your “case for support” sound like your organization is the S.S. Titantic. You might get a contribution from someone by telling them you’ll go out of business without their support, but making the ask that way makes getting future gifts significantly more difficult.
Why?
Because no one likes to through good money after bad money. Remember . . . only the captain goes down with the ship.
So, when talking to those key donors, make sure to explain what happened and why you’re in this situation. Clearly explain to them what the plan is for getting out of the hole. Make sure to keep your message mission-focused because donors are emotionally attached to your clients and programs. They are not inspired by your overhead and business challenges.
Contact your accounts receivable list
acct receivableAccounts receivable can be any number of the following individuals/entities:

  • individual donors with pledges that are due at a later date
  • foundations or government agencies who have given you a grant and your reimbursement paperwork is still pending
  • individuals or companies you invoiced for a service you provided and are still waiting for payment

Call these people and explain your situation. Ask them if they could work with you on paying their pledge early, speeding up the reimbursement paperwork, or paying their outstanding invoice sooner-rather-than-later.
Always keep in mind that you catch more flies with honey than you do vinegar. Being polite is a necessity because your crisis isn’t their problem. More importantly, you are in the relationship building business, and your words today can impact your relationships tomorrow.
Pay your bills carefully
phone billIf your organization finds itself in this mess, then the bank is probably not extending you additional credit. While managing your cash flow on the backs of your vendors is a bad thing to do, sometimes life presents you with a bunch of bad options.
Make sure to prioritize what little cash you have in the bank towards making payroll. The phone company can wait a few weeks. However, be transparent and ethical about this strategy. Pick-up the phone and call the vendors who will be impacted by this decision. Explain your situation and ask them for patience and assistance. You might be surprised at their response.
Don’t rest once the crisis passes
assessmentThis crisis came to your door for a reason, and you owe it to your clients, donors, volunteers and community to make sure it doesn’t happen again. The following is an incomplete checklist of things you should consider:

  • Revisit the budget and make necessary changes
  • Create a cash flow project tool and keep it updated
  • Invest in evaluating board composition, structure and governance practices and fill those gaps ASAP
  • Evaluate executive leadership and make changes if necessary
  • Conduct a resource development audit and use it as a springboard to create a written resource development plan

Has your organization ever experienced a cash flow crisis that resulted in a payroll panic? I know this can feel embarrassing, but please share your thoughts and experiences in the comment box below. We can all learn from each other, and our clients and communities can benefit from that collective wisdom.
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
 

Best practices for building non-profit partnerships and collaborations

philanthropy

Last week I decided to attend a ribbon cutting ceremony at the Boys & Girls Clubs of Binghamton located in Binghamton, NY. The Club was celebrating construction of their Education Center (underwritten by donors like the Decker Foundation) and the future home of the Pejo Theater (a performing arts space underwritten by donors like board volunteer Dr. Samuel Pejo). So, I thought I’d share a few pictures as well as a number of best practices as it relates to creating collaborative partnerships.
ribbon1
In the picture above, you see clients, staff, board volunteers and donors officially cutting the ribbon for the new programming space.
IMG_20150805_111547840_HDR[1]
In the picture above, you see executive director Marybeth Smith amplifying the stewardship messages from the event to the community via news media.
IMG_20150805_105024312_HDR[1]
In the picture above, you see UnitedHealthcare distributing insurance information to the community outside of the Boys & Girls Club. Stated another way, you see the organization sharing its big day and the stage with another company for the benefit of families and neighbors.
IMG_20150805_104819757[1]
In the picture above, you see neighbors lining up for food from a local food bank affiliated with Feeding America. As with the previous picture, the Boys & Girls Club is sharing its big day with other non-profit organizations for the benefit of families and neighbors.

As I walked into the clubhouse and throughout the entire ribbon cutting ceremony, everywhere I turned I saw collaboration and partnership in motion. Having once worked on the front line of a Boys & Girls Club, I walked away from my time with this Club marveling at all the hard work they obviously put into building partnerships.
Collaboration is something that donors LOVE to see because:

  • they see it as proof that community support is being leveraged
  • it feels like “economies of scale” are being achieved
  • it is perhaps proof that services aren’t being duplicated and costs (at least efforts) are being shared

Of course, collaboration and partnership sounds easy, but in reality it never is. So, I thought I’d share a few best practices and links to resources to those of you wanting to replicate the successes you see in the pictures I’ve posted. Here are just a few suggestions:

  • Sit down with potential partners, talk through the issues and put the plan in writing
  • Formalize and codify your collaboration in a written “memorandum of understanding” that spells out who has agreed to do what
  • Maintain routine communication with each other after the planning phase
  • Involve as many stakeholders in the dialog before, during and after the collaboration/partnership (e.g. volunteers, board members, staff, clients, donors, etc)
  • Build into your partnership routine evaluation/assessment opportunities and commit to a continuous cycle of learning and self-improvement
  • Celebrate your successes — TOGETHER

Interested in reading much more about how to design and implement productive collaborative partnerships? Here are a few resources I found online and think are awesome:

Does your non-profit organization do a good job with identifying, framing, implementing and evaluating partnerships and collaborations with others (e.g. non-profits, for-profits, individuals, etc)? If so, what do they look like? What has worked for you and made these efforts successful in your opinion?
Please use the comment box below to share your thoughts and experiences. 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

"Hangin' with Henry and talking about Keeping the Ask Simple

Fundraising, Hangin' with Henry

As most of you know, the first Thursday of every month has been dedicated to featuring a short video from Henry Freeman, who is an accomplished non-profit and fundraising professional. We affectionately call this monthly series “Hangin’ With Henry”  because of the conversational format around which he has framed his online videos. This month we’re talking about Keeping the Ask Simple (aka applying the K.I.S.S. principle to asking donors for a contribution).
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=qGPENKwRwjE
After listening to Henry for almost seven minutes this morning (and I wasn’t even done with my first cup of coffee), I was left thinking the following:

  • Face-to-face solicitation is the most effective form of solicitation (even though Henry was talking mostly about mail and email solicitations)
  • There is a serious risk of burying the donor in lots of collateral material and talking the donor’s ear off, especially if the person doing the asking is apprehensive about doing so
  • Fundraising professionals should probably only give volunteer solicitors nothing more than an internal case for support document (aka their talking points), an external case for support document (aka the campaign brochure) and the pledge form

This video also reminded me of an awesome training my former employer developed that turned every solicitation into a series steps. As I reflect upon those steps in the warm glow of this morning’s video, I now appreciate how they were trying to make in-person solicitation a simple exercise for volunteers.
checklistFor those who are curious, here are those 12 steps to a simple and effective face-to-face solicitation:

  1. Don’t call your prospect until you’ve inked your pledge form
  2. Don’t think about the money . . . think about the client who will benefit from this potential contribution (and keep doing so throughout the entire process)
  3. Make sure you have a connection or relationship with the prospects you’ve chosen to solicit because cold calls are scary and not very effective
  4. Pick-up the phone and ask your prospect for time in their calendar (guard against accidentally asking for the contribution while you’re on the phone)
  5. Prepare for the meeting (e.g. review the case for support doc, FAQs, etc)
  6. When sitting down with the prospective donor, talk about what is in the case for support document (e.g. org mission, community need/s that the org is trying to address, what the org is doing to address those needs and the effectiveness of those programs, etc)
  7. Share your personal commitment to the campaign and the organization (e.g. your gifts of time, talent and treasure and why you are doing so)
  8. Ask the prospect to join you by considering a contribution of a specific dollar amount (e.g. “we’re hoping you will give some thoughtful consideration to making a contribution of $XXX to support the programs we just talked about as well as everything else this organization does for its clients)
  9. Be quiet and let the donor give your request some consideration (and the first person to speak should be the donor)
  10. Answer the donors questions
  11. Set-up a time to follow-up with the donor if they aren’t ready to immediately ink the pledge form (e.g. never leave the pledge form behind and always walk out of the meeting with a definite date and time to touch base again)
  12. Express your thanks and gratitude for their time (because their time was a gift unto itself)

I love this list because as Henry expressed in his morning’s video, volunteers need tools to help them keep the solicitation meeting simple and following this 12 step process could very easily help keep the in-person meeting focused and short.
matt damonThis morning’s video also reminded me of another YouTube video a friend sent me a few days ago. It is a montage of video clips featuring actor Matt Damon in the HBO television series “Entourage“. The YouTube video illustrates the emotions, fears, and mistakes associated with asking your friends and colleagues for a charitable contribution.
The person who posted the Entourage video clips blocked my ability to embed the video into my blog. So, you need to click here to watch that video directly on YouTube. But don’t forget to circle back to this post and finish up our discussion.  😉
So, what are you thinking this morning after watching two great YouTube videos and reading this post? How do you help your fundraising volunteers “keep it simple“? How do you keep it simple when soliciting donors? How many mistakes were you able to spot in the Matt Damon video clip? Please scroll down and share your thoughts and experiences in the comment box. 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

How does your non-profit leverage donations to secure more funding?

Fundraising

Sorry for not posting anything on Tuesday morning. The internet connection from my hotel room was non-existent, which is why you’re receiving this late breaking edition. Enjoy!  ~Erik
IMG_20150802_102350339_HDR[1]A few days ago, I was in an airport trying to catch a connecting flight when I saw a poster advertisement for an international non-governmental organization (NGO) that provides medical services to children and families in third world countries. I took a picture of the portion of the advertisement that immediately caught my attention.
“Every $1 you give will send $105 worth of lifesaving medicine and supplies.”
One of the eight best practices I teach clients as it relates to fundraising is that challenge gifts are very effective and will help you reach your goal. The following are just a few reasons challenge gifts are effective:

  • it reassures donors that there are other big donors behind the campaign and lends credibility to what you’re trying to accomplish
  • it is inspirational and creates a bandwagon effect for donors
  • it gives donors the feeling their gift is bigger and more impactful
  • most importantly . . . it creates a “sense of urgency” for your fundraising staff and volunteers

There are many different ways to leverage one gift (or a pool of gifts) and secure other contributions. The following are just a few effective examples I’ve seen throughout the years:

  • Traditional challenge gifts to annual or capital campaigns where a donors says “I’ll match every dollar up to a certain level of contributions” 
  • Using a grant to leverage private sector philanthropy by telling donors that your organization secured a grant for a certain amount, but the program/project costs more which is why additional donors are needed before the grant can be ethically accessed
  • Securing in-kind contributions of supplies/materials and asking donors to underwrite the staffing and overhead costs needed to use the in-kind donation (as shown in the picture above)
  • Asking leadership giving donors to join a donor recognition society whereby their pool of donations will be used as matching dollars for other donors (e.g. national public radio does this very well)
  • Using one donor’s contribution (of any size) and asking another donor to match it (e.g. the Obama campaign did this very well with their online fundraising strategy)

In my experience, non-profit organizations reserve this strategy for BIG projects (e.g. capital campaigns, endowment campaigns, etc); however, there is no good reason why you couldn’t use this strategy to leverage additional dollars for your annual campaign, major gifts initiative (as long as it is project focused), special event, etc.
Please use the space below to share an experience where you successfully used a challenge gift or leverage strategy to raise more money for your organization. How did you identify the opportunity? How did you present it as an opportunity to the donor? What was the result?
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