annual campaign – Page 4 – The Healthy Non-Profit

Would you please solve the REAL problem? Structure Drives Behavior!

March 23, 2012 DonorDreams Fundraising, leadership, organizational development

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

Today we’re focusing on a post that John titled “Close Cover Before Striking“. In this post, he uses the example of how matchbooks were re-designed to discuss an important organizational development concept — “structure drives behavior”. This is an important concept for all non-profit professionals to master if organizational excellence and mission-focused productivity is your goal.

At the Boys & Girls Club, I cannot tell you how many kids forget their barcoded membership cards every day. So, as I tried to apply John’s blog theme to this example, all I could think of is TATTOO that damn barcode on kids’ foreheads!

Needless to say, I abandon that blog post idea for something a little more rationale — donor contact reports.

Every time someone from your organization visits a prospect or donor, they should (in theory) fill-out a “contact report”. This report needs to find its way back to your agency, into the hands of the person entering data into your donor database, and typed into a contact record. Why? So, that the left hand knows what the right hand is doing. More importantly, the information a donor shares with you can influence many other things (e.g. how much they will be asked for during the next campaign, designing a custom stewardship program, building an effective Moves Management program and approach, etc).

Of course, few non-profit organizations are ever effective in convincing their volunteer solicitors to complete this extra form.

Hmmmmmm? John’s blog post got me thinking. This is likely a “structure” issue. So, how could this process be re-structured to get the desired result?

This topic is one that has bothered me for a very long time. I’ve tried everything including: talking slower, pleading, printing more forms, lecturing, simplifying the form, etc. I’ve even thought about investing in mind reading. As you can see, a new line of thought is probably warranted.

Here are a few thoughts I’ve had since reading John’s blog post (some might still be off-the-mark but I think I’m getting closer):

What about putting the “contact report” on the back of the pledge form? This could also re-enforce the idea that volunteer solicitors shouldn’t leave the pledge form behind with the prospect/donor. This could be a “twofer” solution.
What about taking the responsibility out of the hands of volunteer solicitors? Your agency could email each prospect/donor a short questionnaire a few days after they complete the pledge form. You could ask a few questions (both open-ended and closed) designed to yield important insights into why someone contributed, what they want to see your agency do with their contribution, etc.
If you don’t like the idea of a questionnaire, what about recruiting a team of volunteers to follow-up via telephone a few days after a donor makes a contribution to your annual campaign? The call could include a personal “thank you” and end with the volunteer asking if the donor minds answer a few questions designed to help the agency do a better job managing their generous gift and the priceless relationship.

OK . . . I’ve started the ball rolling with a few ideas. Please go back and read John’s blog post titled “Close Cover Before Striking” and use the comment box below on my blog to share additional ideas on how “re-structuring the process” surrounding your donor contact report might get better performance and better donor data.

Come on! This is an issue with which I’ve seen even the biggest and best non-profit agencies struggle. A few minutes of brainstorming can have a huge impact on so many other non-profit and fundraising professionals. It is Friday . . . how about “paying it forward” today?

Or perhaps you want to join me in advocating a TATTOO solution for kids and donors? 😉

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

New Donor Formula: Hustle – Follow-Up – Tenacity

March 21, 2012 DonorDreams Fundraising

The following is true story about a salesperson who is trying to hook a new customer. I’ve changed the names to protect the innocent.

Once upon a time . . .

There was this salesperson who had a GREAT product, but needed more customers. He decided that millions of business people just like him traveled this path before, so he cracked the Sales 101 textbook and did the following:

Identified his prospects
Made a list of his prospects
Rated and prioritized his prospect list
Picked up the phone, started calling and tried to secure appointments with prospects to demonstrate his product

One of the prospects on this salesperson’s list (we’ll call him “Jorge”) would take his phone calls, listen intently, say all the right things, and then end the conversation by putting the salesperson off for a few more months.

“Gosh, your products and services do certainly sound interesting and affordable, but we already have a vendor who we really like who does the same thing you do. We really like our vendor, but once things slow down around here, we’ll let you come over and show us what you got,” said Jorge.

This went on for TWO YEARS!

So, one day the salesperson decided to flip to the next chapter in his Sales 101 textbook and read about how to respectfully get more aggressive with his prospects. Last week, the salesperson showed up at Jorge’s business. He was armed with a huge sample of his product along with sales materials and a business card. Unfortunately, Jorge wasn’t there when the salesperson showed up. Of course, the salesperson left everything behind and asked that Jorge please call him back when he gets a chance.

Well, Jorge’s employees looked over the huge sample and the sales materials. They fell in love with it just like the salesperson had promised on the phone. When Jorge returned to the office, he also totally became enamored with the product and services.

Two weeks later nothing has happened!

Jorge hasn’t followed up or called the salesperson because he is busy. While the salesperson’s product and services are really enticing, the reality is that the existing relationship with another vendor takes the sense of urgency out of doing anything. As for the salesperson, they obviously haven’t finished reading their Sales 101 textbook and have neglected to read the chapter titled “ABC: Always Be Closing”.

===================================================

“ABC: Always Be Closing” isn’t a bad paradigm for fundraising professionals. If you’ve never heard of this approach, it entails the following:

Always be hustling
Constantly be following up
Never take NO for an answer
Keep adding more and more enticements until you get to YES

While I think the final bullet point is probably where I draw the line, fundraising professional can apply “ABC” and walk away from this story with a few lessons learned.

For example, if you aren’t HUSTLING for new donor prospects every day that you are employed, then you aren’t really focused on building your donor base. Prospects are all around you. They shop at your grocery store. They belong to your church. They attend your Rotary Club meetings. There is a way to always be talking about your charity in acceptable, non-obnoxious ways. When someone says “Huh, that sounds interesting,” then it is perfectly normal to invite that person to tour your facilities or sit down over a cup of coffee to learn more.

The thing I see most of us neglecting to do is FOLLOW-UP. We send letters, emails, and newsletters. We make phone calls, have introductory coffee meetings, and give tours. We drop the ball and let things hang out there just like the salesperson in the aforementioned story. We introduce our mission and cultivate prospects, and then one of the following things usually happens:

We don’t follow-up enough because we’re afraid of being obnoxious
We just let it drop because we think the ball is in the prospect’s court and they’ll take action if they’re really interested
We get our prospect really interested, but forget the “call to action”
We hear NO and cease & desist, rather than understanding that the NO was simply to the opportunity we were presenting or the timing of the ask.

I suspect that most of us would get 100 percent better at securing new donors if we mastered the concept of follow-up and didn’t fall into the same trap that the salesperson in the story fell into.

What are your thoughts? Do you have any similar stories to share? How do you apply the principle of “follow-up” without over-staying your welcome or upsetting the prospect? Please scroll down and use the comment box to share your thoughts along with your tricks of the trade. We can learn from each other.

Here’s to your health!

Non-profit lessons from the Illinois primary election

March 20, 2012 DonorDreams Fundraising

It is Tuesday, March 20th, and for those of you living in Illinois it means that Election Day has finally arrived. For me, it couldn’t have some sooner. While I am one of those strange birds who loves the act of voting, I am also really ready for all the political yard signs to come down. I guess I am just visually tired of them. Or, perhaps, I’m just getting old and cranky.

While walking the dog yesterday, I was reminded that politicians don’t really have a corner on the yard sign market. As a matter of fact, some non-profit agency’s have found creative ways to integrate yard signs into their marketing efforts. Here are just a few examples:

Many moons ago when I ran a rubber duck race fundraiser, I used yard signs to help promote online adoptions.
The Boy Scouts of America sometimes use yard signs during “Back to School” time to support recruitment and encourage kids to register for the Cub Scouts in their community.
While walking the dog yesterday, I came across a non-political yard sign in someone’s yard advertising Easter Sunday services for one local church.

While I don’t think yard signs are the most effective marketing tool in your non-profit toolbox, I do believe they can be effective in some circumstances. Here are just a few suggestions for those of you contemplating their application:

Use yard signs in a cross-channel marketing approach. For example, how many politicians do you see ONLY using yard signs? Slim to none! Those candidates lose. Successful candidates use yard signs in conjunction with television, radio, door-to-door brochures, etc. When it comes to messaging, don’t use this marketing tactic to “generally” promote your agency. You use yard signs to promote something specific and actionable like a special event, prospect cultivation open house, recruitment drive, etc.

Focus . . . don’t scatter your yard signs. You can’t buy enough yard signs to sprinkle them throughout your community on small streets in little subdivisions. Identify the busiest streets and ask residents on those main arterial routes to proudly display your sign in their front yard. You do this by knocking on their door and asking permission (even if you don’t know them or have a previous relationship). This will maximize how many people see your signs and keep your costs down.

K.I.S.S. — Keep it simple. Remember, less is more when it comes to small yard sign design. People are likely traveling by in their cars anywhere from 30 to 45 mph. They won’t be able to read small text. A few key words and a web address or phone number is about all you can do. This isn’t a mini billboard (and even if it were, most effective billboards also follow this same principle).

Sure, many of us find yard signs obnoxious, but this shouldn’t deter you. Why? Because everyone reads them. How do I know this? Because politicians wouldn’t be using them if they weren’t effective. The only catch is that you need to use them effectively.

Has your agency every used a yard sign approach to promote something? If so, how did it work? What lessons did you learn. Please scroll down and share your thoughts and experiences in the comment box below.

Here’s to your health! (And happy election day, Illinois) 😉

Wise words from a frog on donor recapture initiatives

February 2, 2012 DonorDreams Fundraising

This week we’re looking for non-profit and fundraising advice from one of my favorite books — “It’s Not Easy Being Green: And Other Things to Consider” — written by Jim Henson, The Muppets, and Friends. In yesterday’s post, we examined song lyrics from Dr. Teeth and the Electric Mayhem band and the importance of training your annual campaign volunteer solicitors. Today, we look at a quote from Kermit the Frog and the concept of re-engaging lapsed donors.

The following passage is something Kermit said in one of the muppet movies. I think these words are inspirational for non-profit and fundraising professionals who are looking at a long list of lapsed donors and contemplating how to re-engage them.

“Look at all those people out there. Lots of people. But my friends . . . my friends are all gone. Well, I’m, I’m going to get ’em back. I’m gonna get ’em back! ‘Cause the show’s not dead as long as I believe in it. And I’m gonna sell that show. And we’re all gonna be on Broadway. You hear me, New York? We’re gonna be on Broadway! Because, because I’m not giving up! I’m still here and I’m stayin’! You hear that, New York? I’m stayin’ right here. The frog is stayin’.”

While every non-profit organization’s donor recapture initiative will likely look a little different due to circumstances and available resources, they are all rooted in the following foundational approaches:

Identifying which lapsed donors are the best candidates for your recapture activities,
Assessment to determine if there were systemic reasons for the donor disengaging,
Developing a case for support specifically focused on why a donor should come back, and
Creating a plan that involves varied cultivation, solicitation, stewardship and testing strategies that uniquely speak to a family member who has been away from home for a while.

Doing all of this falls into the category of “good strategy,” but what Kermit speaks to is something entirely different — good attitude.

I cannot tell you how many times I’ve opened a letter, taken a phone call or visited with a fundraising professional who wants to engage me in a conversation about renewing my lapsed financial support. For me, it is all about tone and energy. I can tell if you really care about me or if you just care about my dollars. I can tell if you believe in your heart that I’m a member of your non-profit family.

You can put together the most strategically sound donor recapture initiative and still fall short if you don’t take Kermit’s words to heart about:

Being perseverant and demonstrating sticktoitiveness,
Believing in a cause, and
Understanding the concept of salesmanship.

Jerry Juhl was a good friend of Jim Henson and a puppeteer associated with the muppets. He said, “Kermit is the eye in the middle of the hurricane. And, you know, he’s always in control. And the interesting thing about it, of course, is that he created the hurricane.”

Every fundraising professional should take these words to heart because: 1) you are at the center of your agency’s fundraising program, 2) you need to always exude a sense ofbeing calm, cool and collected, and 3) you likely created the situation that you’re currently dealing with.

Has your agency every created or invested in a donor recapture initiative? If so, please share what it looked like? If you created a special case for support, what were some of the messages and themes you hit upon? How did you infuse emotion into your efforts? Please scroll down and share your thoughts using the comment box below. We can all learn from each other.

Here’s to your health!

Fundraising advice from Dr. Teeth

February 1, 2012 DonorDreams Fundraising

This week we’re looking for non-profit and fundraising advice from one of my favorite books — “It’s Not Easy Being Green: And Other Things to Consider” — written by Jim Henson, The Muppets, and Friends. Yesterday, we looked at the idea of being “mission-focused” in a quote from Jim Henson. Today, we’re taking some fundraising advise from the keyboard player and leader of Dr. Teeth and the Electric Mayhem band.

Here are some lyrics from one of the band’s hit songs that I think contains great advice for volunteer solicitors who are out there making the ask during tough economic times:

“Whenever there’s a dream worth a-dreamin’
And you want to see that dream come true
There’ll be plenty people talkin’,
Say forget all about it
Say it isn’t worth all the trouble.
All the trouble that you’re goin’ through
Well, what can you do?

You can’t take no for an answer
You can’t take no for an answer
You can’t take no for an answer.

No, no, no!

Whatcha gonna do when the times get tough,
And the world’s treatin’ you unkind?
You’ve got to hang on to your optimistic outlook,
And keep possession of your positive state of mind.”

Where was the Emmy nomination for THAT song? Well, I’m just glad that the recent muppet movie song “Man or Muppet” got an Academy Award nomination for Best Song at this year’s Oscar celebration. Congratulations to all of my muppet friends. 🙂

So, back to fundraising . . . I believe Dr. Teeth has some very important advice for fundraising volunteers when it comes to:

Preparing yourself mentally for “The Ask” because 1-out-of-4 solicitations will end in a “NO”.
Preparing yourself to be politely test the question: “What does NO really mean?”

As for mental preparation, I am always amazed at how few non-profit organizations put together a well-run annual campaign kickoff event. Too often, I’ve attended a kickoff meeting that feel 75 percent social, 20 percent administrative (e.g. prospect assignment) and five percent training focused. My advice to fundraising professionals is to turn this approach on its head and use the kickoff meeting to engage, train and prepare volunteer solicitors for the following:

how to make a technically proficient face-to-face solicitation,
how to prepare for the solicitation meeting both mentally and physically, and
how to deal with all possibilities including YES, NO, and MAYBE.

I’ve seen nothing more damaging that ill-prepared volunteers running out the door with pledge cards in hand only to run into a buzz saw of NOs. Believe me when I tell you that the first report meeting is ugly and demoralized volunteers are hard to re-motivate. So, using the training portion of the kickoff meeting to prepare volunteers on how to handle NO and maintain a mission-focused positive mental attitude is critical.

As for Dr. Teeth’s idea of “not taking NO for an answer,” I believe this also goes back to your campaign kickoff meeting. I think it is important to train to volunteer solicitors to underestand that NO simply means “not now”. Once this is understood, let’s teach volunteers to not tuck their tails and run once a prospective donors says NO. With a little training, volunteers will be able to casually engage prospects in a conversation that will net valuable information such as:

Is this just a bad time to be asking for a contribution? Is there a better time?
Is the NO a result of something the agency did (or didn’t do)? If so, what is it and what can be done to fix the situation?
If there is a willingness to donate but simply no money to give, then is the prospect open to supporting the agency with other gifts of time or talent?

What does your annual campaign kickoff meeting look like? What types of trainings do you provide fundraising volunteers so they feel comfortable using some of Dr. Teeth’s sound advice? How do you capture this information in your donor database? Do you use contact reports? If so, what do they look like and how do you inspire your volunteers to fill them out?

Please use the comment box below and weigh-in with your experiences and ideas. We can call learn from each other. 😉

Here’s to your health!

Is mission-focus difficult? Try being green!

January 31, 2012 DonorDreams Fundraising

Those of you who know me know that I look for philanthropy and inspirational non-profit and fundraising messages and lessons under every little rock on the path of life. I recently re-read one of my favorite books — “It’s Not Easy Being Green: And Other Things to Consider” — written by Jim Henson, The Muppets, and Friends. While many of the short stories and quotes in this book can probably be applied to many of life’s little lessons, I will use excerpts this week and apply them to non-profit work, fundraising and philanthropy. I encourage you to get a copy of this inspirational little book and keep it close by at all times because I guarantee it will be a source of inspiration for years to come.

Let’s start the week off by looking at the idea of “mission-focus” through the eyes of the puppet master himself, Jim Henson:

“I cannot say why I am good at what I do, but I can say that I work very hard at it. Nor am I aware of any conscious career decisions. I’ve always found that one thing leads to another, and that I’ve moved from project to project in a natural progression.

Perhaps one thing that has helped me in achieving my goals is that I sincerely believe in what I do, and get great pleasure from it. I feel very fortunate because I can do what I love to do.”

I decided to start this week’s series of posts with this Jim Henson quote because it reminded me of a very good friend and non-profit executive director with whom I recently shared a cup of coffee. During that meeting, she waxed poetic about her decades of experience running her non-profit agency. She never looked at what she does as a job or career. She barely sleeps and spends most of her waking hours thinking about her agency. She doesn’t view any of it as work . . . it is just something she does out of a sense of love and passion.

There are nine keys to inspiring and engaging your board and volunteers in fundraising success (or really anything else associated with your agency). One of those nine keys is “mission-focus”. This essentially means that board members and volunteers will be more successful at whatever they’re being asked to do if they can see how it effects and advances the mission of the organization.

In other words, when volunteers are just focused on “raising money,” then it can become an arduous and fearful type of activity. However, when board members see the annual campaign or special event fundraiser as something that will help countless people get [insert your mission here e.g. gain access to healthcare], then they will find passion and energy for fundraising.

If you take Jim Henson’s inspirational words to heart, then they beg the question about hiring practices for non-profit professionals and recruitment practices for board members and volunteers.

After all, wouldn’t it be a heck of a lot easier to maintain an intense mission-focus on everything from fundraising to finance to revising the agency’s policy manual if those sitting around the table believed as Jim Henson did: “…I sincerely believe in what I do, and get great pleasure from it”?

How does your agency find people like this when conducting an employment search? What practices do you put in place to attract those who don’t see the job they are applying for as a “job”? What questions do you ask during the interview to get at this sense of mission-focus? Likewise, how do you identify potential board members and volunteers like this? What questions to do ask volunteers to determine if they’re interested in serving based on a burning passion for your mission? For those board members who slip through the cracks and join your ranks for other reasons (perhaps business or professional reasons), how do you instill a sense of mission-focus?

Lots of questions! Please scroll down and use the comment box to provide some answers. Remember, we can collectively answer all of these questions and learn from each other.

Here’s to your health!

Seriously?!? Why not just mug prospective donors?

January 20, 2012 DonorDreams Donor-centered fundraising, Fundraising

I have been simmering over an email I received a few weeks ago from a dear friend. In that email, she shared with me an invitation that had been sent to her by a non-profit organization to whom she had never contributed a penny.

For all of you “relationship-based” fundraising professionals, I encourage you to take a deep breath and have a seat. (Note: I’ve changed the names to protect the innocent and avoid embarrassment). Here is the gist of what the invitation said:

Please join us for a cocktail reception
to kick-off our annual campaign
<<Date>> & <<Time>>
Hosted By Mr. & Mrs. Smith
<<home address>>
A minimum donation of $500 is requested

If you wish to learn more about the agency,
please call the Executive Director.

After reading this email invitation at least 10 times, I was speechless; however, I think this YouTube video best captures how I feel.

Seriously?!?

Here is someone who is NOT a donor. The invitation was an email blast and not personal. There was no prospect cultivation done in advance. When you take these facts together with the “minimum contribution” request, I am left speechless. AND . . . just when you think it couldn’t get any worse, the invitee is told to call the executive director if they have programmatic or mission-based questions. WOW!

I apologize for my tone this morning, but things like this offend me because prospects and donors deserve better. Philanthropy is not about the “grab-and-run” fundraising approach . . . it is about connecting with people, discovering their dreams, and helping them put their charitable giving to work in a way that will help their dreams become reality.

I am left wondering if the volunteers who emailed this invitation were “taught” to ask in this manner. I know that it sounds crazy, but don’t human being typically do what they observe? If this is the case, then the non-profit agency who initially solicited these fundraising volunteers must be guilty of not possessing a “culture of philanthropy”.

This, of course, begs the question: “How can you change an organizations culture and instill a sense of philanthropy into it?” Thankfully, the fundraising sector has an awesome organization in The Association of Fundraising Professionals. I came across this awesome 2011 article titled “Building a Culture of Philanthropy” that speaks to this issue.

So many non-profit organizations are talking about “donor-centered fundraising” nowadays, but what is your agency actually doing to put these principles in place? Please use the comment box below to comment on this organization’s fundraising approach or how you ensure your fundraising volunteers don’t do things like this. We can all learn from each other.

Seriously . . . Here’s to your health!

The Secrets to Their Success?

January 5, 2012 DonorDreams Fundraising, nonprofit

Yesterday was a fun day for me because I managed to get out of my home office and spend some time in the field trying to sell work. So, I hopped in my car and visited one resource development director and two executive directors. During the long drive home, I reflected on each of those three visits and came to the same conclusion:

In spite of sluggish economic growth,
there are some non-profit organizations
that are doing very well!

Here is a quick run down of what I saw in the field:

A fundraising professional with approximately 6-months under her belt at a new agency, planned and executed a $500,000 direct mail campaign in the fourth quarter of 2011.
An executive director who essentially closed a significant budget deficit in a matter of just a few months.
An executive director who quarterbacked a fairly reluctant board through the planning and implementation of a new annual campaign (developing a new revenue stream for their agency that is approaching 10-percent of their overall revenue budget).
A CEO whose non-profit organization has experienced a: 38-percent increase in individual giving, 80-percent increase in foundation contributions, and 222-percent increase in corporate sponsorships . . . all over the last two years. In fact, just last year this agency signed up 250 NEW donors.

I thought this economy was supposed to be big, bad and ugly for non-profit organizations? So, being the curious person that I am, I asked lots of questions and here are some of the things I discovered that I believe are “The Secrets to Their Success”:

Investments in marketing — aggressive pursuit of public service announcements using print, radio and television helped two of these agencies generate amazing awareness and mission-focus throughout the communities they serve.
Investments in fundraising staff — all three of these organizations had either hired more fundraising professionals or were talking about doing so. It reminded me of something my for-profit friends are constantly saying: “It takes money to make money.”
Engaging prospects and donors — all three of these organizations haven’t been shy about calling lots and lots of people (both existing donors and lots of new folks who have never given them a penny). The strategy was simple . . . be aggressive . . . get as many people on-site to see what their agency does . . . don’t ask for money right away, but ask them shortly thereafter (a few weeks to a few months later).
Re-developing the board — two of the three organizations have been diligently working on identifying, cultivating and recruiting new board volunteers who are capable of writing nice checks, are willing to introduce their friends to the agency’s mission, and aren’t afraid to ask others to make a contribution.

While the last 4-years have been brutal for many non-profit organizations and some recent survey research shows that many more are on the brink of insolvency in 2012, I believe that good executive leadership with a bullish and aggressive approach to resource development and non-profit management is “the cure for all that ails you”.

Here are a few bloggers who I like pertaining to marketing, hiring fundraising staff, cultivation & stewardship, and board development:

Katya’s Non-Profit Marking Blog is a genius and I’ve followed her work for years
Mission Connected blog hits the nail on the head when it comes to hiring fundraising professionals
The Fundraising Authority blog outlines a very nice systemic approach to supersizing your cultivation efforts
Larry Checco at about.com provides some great board development tips you might like

As you look around your community, has your non-profit organization performed better than the others over the last few years of recession and sluggish recovery? If so, please use the comment box below and share one or two of your secrets. Remember . . . we can all learn from each other.

Here’s to your health!

Oooops! I forgot my annual campaign plan

January 3, 2012 DonorDreams Fundraising

The holidays are behind us and a new year is here. While this is obviously a time of renewal and fresh starts for some people, it is most likely annual campaign season for many non-profit organizations. I see Boys & Girls Clubs gearing up for their “It Just Takes One” campaign. The Boy Scouts are powering up their “Friends of Scouting” campaign. I also see many YMCAs hitting the streets with pledge cards in hand.

So, why would so many well established charities hit the streets with pledge cards in hand this close to the holiday season?

This seems to be a time (January through April) of the year when donors have a little more time to sit down and talk. Don’t believe me? Think about what your summer look like (e.g. vacations, etc). Now think about your fall (e.g. back to school, United Way blackout period, third quarter sales projects accompanied by planning for fourth quarter initiatives, etc) Now think about the holiday season that we just exited (e.g. shopping, holiday parties, etc).
Pledge drives are wonderful in the sense that non-profits aren’t asking for cash . . . they only want you to sign an IOU. This means that every month you wait to ask a donor to sign their pledge card there is that much less time for the donor to stretch out their pledge payments. Let’s do the math on a $500 pledge. Asking in January means the donor can make up to 12 payments of $41.66. Making the same ask mid-year translates into approximately six payments of $70 – $80. Waiting until September only gives the donor a few months to pay their pledge and results in payments in the neighborhood of $125.

The first bullet point is the bigger reason for planning a January through May campaign unless your annual campaign is direct mail driven. The second bullet point is more relevant to non-profits whose fiscal year ends on December 31st. While it is true that pledges can be dragged over into a new calendar (and fiscal) year, many non-profits like to keep their books clean as they prepare for their year-end audit.

I can’t tell you how many times I’ve seen non-profit friends get into early January with first and second quarter revenue budgeted for an annual campaign, but no written plan in place on how to move forward. If you find yourself in this situation, you’re in good company. However, you may want to reach for your “To Do List” and add the following things to it for this week :

Develop your Range of Gifts chart. (Click here to read a really good article on this from Joanne Fritz at about.com)
Engage a few volunteers and start brainstorming names of prospective donors who fit into various gift ranges.
Build a prospect list of potential volunteer solicitors who you think possess the skill sets and experiences to do a nice job with a personal solicitation model (e.g. face-to-face asks)
Start recruiting from your volunteer solicitor prospect list.

If the end of 2011 was a blur and you find yourself at the beginning of 2012 without a written annual campaign plan, these simple four bullet points are a great place to start. However, you can’t afford to dilly dally. These four things are your tasks for this week. There is still a mountain to climb. If you want to get a preview of your impending journey, you might want to read this very thorough article by Henry Rosso and Robert Schwartzberg that I found online at The Center on Philanthropy at Indiana University.

Are you one of those non-profits who find themselves without a plan? If so, what do you find on your “To Do List” this week and next week? If you are one of those well-planned agencies, what advice or suggestions do you have for those who aren’t as fortunate? Please use the comment box below to weigh-in with your thoughts because we can all learn from each other.

Here’s to your health!

The Final 2012 Non-Profit Prediction

December 30, 2011 DonorDreams Fundraising

This entire week we’ve been looking back upon 2011 for major trends, and then looking forward to 2012 with an eye towards making a few predictions. Today’s post speaks to a fundraising prediction that has been true every year since the birth of our country more than 235 years ago:

If you ask people to donate, then you will raise lots of money.

A few days after Christmas, a friend sent me an email with the following Benjamin Franklin quote from Benjamin Franklin: The Autobiography and Other Writings:

“It was about this time that another projector, the Rev Gilbert Tennent, came to me with a request that I would assist him in procuring a subscription for erecting a new meeting-house. It was to be for the use of a congregation he had gathered among the Presbyterians, who were originally disciples of Mr. Whitehead. Unwilling to make myself disagreeable to my fellow-citizens by too frequently soliciting their contributions, I absolutely refus’d. He then desired I would furnish him with a list of the names of persons I knew by experience to be generous and public-spirited. I thought it would be unbecoming in me, after their kind compliance to me solicitations, to mark them out to be worried by other beggars, and therefore refus’d also to give such a list. He then desir’d I would at least give him my advice. “That I would readily do,” said I; “and in the first place, I advise you to apply to all those whom you know will give something; next, to those whom you are uncertain whether they will give anything or not, and show them the list of those who have given; and, lastly, do not neglect those who you are sure will give nothing, for in some of them you may be mistaken.” He laugh’d and thanked me, and said he would take my advice. He did so, for he ask’d of everybody, and he obtained a much larger sum than he expected, with which he erected the capacious and very elegant meeting-house that stands on Arch-street.”

Ben Franklin is considered by most people to be the “Father of American Philanthropy”. His advice is timeless and perfect for those non-profit executive directors and fundraising professionals who are stewing over what their 2012 new years resolution should be:

Don’t say “NO” for anyone.

Ask everyone if they want to support your mission
and invest in the outcomes and impact your agency produces.

Ask! Ask! Ask!

If you do this, then my 2012 prediction for you is that regardless of the economy and any other external influences your non-profit organization will thrive and you’ll exceed all of your fundraising goals.

Speaking of non-profit new years resolutions, do you have any? If so, please use the comment box below and share your thoughts because we can inspire each other.

Here’s to your health!