Fundraising volunteers speak out: Part 4

After last week’s focus on donors and what they have to say about their charitable contributions, I’ve decided to change the focus and ask volunteer solicitors to talk about their most rewarding solicitation experience and what needs to happen to keep them involved next year. Similar to last week, this week’s respondents answered an anonymous online survey that they learned about on various social media channels and from blast emails. I’ve picked four really awesome responses to share with you this week that I think provide excellent lessons for non-profit and fundraising professionals. Enjoy!!!

Again … the survey was anonymous because I wanted the truth, the whole truth and nothing up the truth. Here is what the today’s highlighted survey respondent said:

Question: Using the comment box below, please write a paragraph or two about your most rewarding solicitation experience (e.g. when you sat down eyeball-to-eyeball with someone else and asked them to consider making a charitable contribution). Why was it so rewarding for you? How did you feel going into the meeting? And what made you feel comfortable enough with doing such a solicitation?

Answer: I asked the Frye Foundation for money to create a four state event around domestic violence and homeless families.  It was rewarding because they became a very interested, active participant in the process and the outcome.

Question: Understanding you are probably a very busy person, what does the charity that you’ve made some solicitation calls for need to do (or show you) in order to renew your commitment as a volunteer solicitor in the next fundraising campaign?

Answer: It needs to call to my ethics . . .  it needs to be well run and respected . . . and it needs to show results.

OK … unlike last week when I couldn’t resist weighing in with my thoughts, I’m going to take a risk and ask YOU to weigh-in and share what you think the moral to the story is. And the risk I’m referring to is . . . no one is going to comment and all anyone will hear is the sound of cricketsPlease use the comment box below and remember that we can all learn from each other. I also encourage you to share links to resources that you’ve found on the internet.

Here is to your health!

Erik Anderson
Owner, The Healthy Non-Profit LLC
eanderson847@gmail.com
http://twitter.com/#!/eanderson847
http://www.facebook.com/eanderson847
http://www.linkedin.com/in/erikanderson847

Fundraising volunteers speak out: Part 3

After last week’s focus on donors and what they have to say about their charitable contributions, I’ve decided to change the focus and ask volunteer solicitors to talk about their most rewarding solicitation experience and what needs to happen to keep them involved next year. Similar to last week, this week’s respondents answered an anonymous online survey that they learned about on various social media channels and from blast emails. I’ve picked four really awesome responses to share with you this week that I think provide excellent lessons for non-profit and fundraising professionals. Enjoy!!!

Again … the survey was anonymous because I wanted the truth, the whole truth and nothing up the truth. Here is what the today’s highlighted survey respondent said:

Question: Using the comment box below, please write a paragraph or two about your most rewarding solicitation experience (e.g. when you sat down eyeball-to-eyeball with someone else and asked them to consider making a charitable contribution). Why was it so rewarding for you? How did you feel going into the meeting? And what made you feel comfortable enough with doing such a solicitation?

Answer: I was asked by one of my favorite non-profit organizations to contact someone who I really didn’t consider a friend but knew casually through mutual friends.  It took more than a month and many phone calls before she responded and I was able to get the meeting. While I was not expecting much, I did get a generous pledge from her. I’m not sure if it was the most “rewarding” solicitation I’ve ever done, but it is the hardest I ever had to work to secure a contribution. In hindsight, I can’t honestly say that I ever felt “comfortable” making that ask or being put in that situation.

Question: Understanding you are probably a very busy person, what does the charity that you’ve made some solicitation calls for need to do (or show you) in order to renew your commitment as a volunteer solicitor in the next fundraising campaign?

Answer: I don’t want to go out and bust my butt if the non-profit who has recruited me is seen as being in “poor standing” in the community. I am attaching my good name to this agency, and choosing to help a non-profit with a poor public opinion and bad management reflects poorly on me. I look for quality organizations that are dedicated to sustainable business practices.

OK … unlike last week when I couldn’t resist weighing in with my thoughts, I’m going to take a risk and ask YOU to weigh-in and share what you think the moral to the story is. And the risk I’m referring to is . . . no one is going to comment and all anyone will hear is the sound of cricketsPlease use the comment box below and remember that we can all learn from each other. I also encourage you to share links to resources that you’ve found on the internet.

Here is to your health!

Erik Anderson
Owner, The Healthy Non-Profit LLC
eanderson847@gmail.com
http://twitter.com/#!/eanderson847
http://www.facebook.com/eanderson847
http://www.linkedin.com/in/erikanderson847

Fundraising volunteers speak out: Part 2

After last week’s focus on donors and what they have to say about their charitable contributions, I’ve decided to change the focus and ask volunteer solicitors to talk about their most rewarding solicitation experience and what needs to happen to keep them involved next year. Similar to last week, this week’s respondents answered an anonymous online survey that they learned about on various social media channels and from blast emails. I’ve picked four really awesome responses to share with you this week that I think provide excellent lessons for non-profit and fundraising professionals. Enjoy!!!

Again … the survey was anonymous because I wanted the truth, the whole truth and nothing up the truth. Here is what the today’s highlighted survey respondent said:

Question: Using the comment box below, please write a paragraph or two about your most rewarding solicitation experience (e.g. when you sat down eyeball-to-eyeball with someone else and asked them to consider making a charitable contribution). Why was it so rewarding for you? How did you feel going into the meeting? And what made you feel comfortable enough with doing such a solicitation?

Answer: I don’t know if I have ever felt that making the actual ask was rewarding.  Getting a check in hand feels rewarding.  On the other hand, having someone not give you money is just as deflating. I think the feeling you get from having a face-to-face solicitation is not immediately rewarding.  I believe it is when you “put it [the ask] in perspective” that you can feel rewarded.  You went out there and stood up for something you believed in.  If you can capture that feeling I think that is reward enough. As far as what makes you feel comfortable.  It is the relationship with the person you are soliciting.  The better the relationship, the easier it is to solicit.

Question: Understanding you are probably a very busy person, what does the charity that you’ve made some solicitation calls for need to do (or show you) in order to renew your commitment as a volunteer solicitor in the next fundraising campaign?

Answer: I think that the organization just needs to understand the challenge of asking people for money.  I think it needs to be careful not too lean on people too heavily.  Think of each volunteer differently, account for what might make certain asks hard.  I think ultimately you want someone to appreciate you and the fact that you are really putting yourself out there.

OK … unlike last week when I couldn’t resist weighing in with my thoughts, I’m going to take a risk and ask YOU to weigh-in and share what you think the moral to the story is. And the risk I’m referring to is . . . no one is going to comment and all anyone will hear is the sound of cricketsPlease use the comment box below and remember that we can all learn from each other. I also encourage you to share links to resources that you’ve found on the internet.

Here is to your health!

Erik Anderson
Owner, The Healthy Non-Profit LLC
eanderson847@gmail.com
http://twitter.com/#!/eanderson847
http://www.facebook.com/eanderson847
http://www.linkedin.com/in/erikanderson847

Fundraising volunteers speak out: Part 1

After last week’s focus on donors and what they have to say about their charitable contributions, I’ve decided to change the focus and ask volunteer solicitors to talk about their most rewarding solicitation experience and what needs to happen to keep them involved next year. Similar to last week, this week’s respondents answered an anonymous online survey that they learned about on various social media channels and from blast emails. I’ve picked four really awesome responses to share with you this week that I think provide excellent lessons for non-profit and fundraising professionals. Enjoy!!!

Again … the survey was anonymous because I wanted the truth, the whole truth and nothing up the truth. Here is what the today’s highlighted survey respondent said:

Question: Using the comment box below, please write a paragraph or two about your most rewarding solicitation experience (e.g. when you sat down eyeball-to-eyeball with someone else and asked them to consider making a charitable contribution). Why was it so rewarding for you? How did you feel going into the meeting? And what made you feel comfortable enough with doing such a solicitation?

Answer: A CEO of a local company reached out to me to learn more about our cause and how their involvement could benefit us. My initial meeting was a fact-finding session with their senior leadership team and was followed up by a personalized tour of our facility outlining all of the items we discussed in the initial meeting. The visit culminated with a comprehensive proposal that addressed their areas of interest. The outcome – score!  They are now funding several different initiatives and we have developed a mutually beneficial long-term relationship.

Question: Understanding you are probably a very busy person, what does the charity that you’ve made some solicitation calls for need to do (or show you) in order to renew your commitment as a volunteer solicitor in the next fundraising campaign?

Answer: Provide me with the facts and outcomes of our program so that I am armed with answers to potential questions the funder will ask. And follow-through with the donor as requested after the solicitation . . . providing great stewardship.

OK … unlike last week when I couldn’t resist weighing in with my thoughts, I’m going to take a risk and ask YOU to weigh-in and share what you think the moral to the story is. And the risk I’m referring to is . . . no one is going to comment and all anyone will hear is the sound of cricketsPlease use the comment box below and remember that we can all learn from each other. I also encourage you to share links to resources that you’ve found on the internet.

Here is to your health!

Erik Anderson
Owner, The Healthy Non-Profit LLC
eanderson847@gmail.com
http://twitter.com/#!/eanderson847
http://www.facebook.com/eanderson847
http://www.linkedin.com/in/erikanderson847

From the mouths of donors: Part 4

After more than 60 posts to this blog over the last few months, I’ve decided that many of you are probably tired of hearing me pontificate day-in-and-day-out. So, this week I am changing things up a little bit. Last week I launched an anonymous online survey via various social media channels and my email address book. I’ve picked four really awesome responses to share with you this week that I think provide excellent lessons for non-profit and fundraising professionals. Enjoy!!!

Again … the survey was anonymous because I wanted the truth, the whole truth and nothing up the truth. Here is what the today’s highlighted survey respondent said:

Question: Using the comment box below, please write a paragraph or two answering some of the following questions. Of the charities to whom you currently donate money, which one is your favorite?  How did you first learn about this charity? Why did you make that first contribution? Why are you still contributing? How do you know that your contribution is making a difference? What does the charity do to demonstrate it is having an impact?

AnswerUnited Way, Youth Outlook, American Red Cross, American Cancer Society, Heifer Foundation. I was contacted by mail or e-mail, and the charity mission resonates with me personally. They are all my favorites. I really believe that, “For it is in giving that we receive” and in some way I feel good about me giving. I wish I wasn’t so shallow, but it really is about me. I feel good about me buying a gaggle of geese or a goat to help a “real family” support itself. I know they don’t really do that, but I give anyway.

Question: Understanding that these are tough economic times and no donor’s contribution ever should be taken for granted, what does your favorite charity need to do (or show you) in order to renew your support and/or increase the size of your contribution?

Answer: Ask. Tell me a story. Don’t make it too sappy, though. I won’t trust that.

Hmmm … can you tell what kind of real happiness that charitable giving brings to this person’s life? Here is what struck me about these responses:

  1. I am reminded that there have been scientific studies looking at why people give to charity, and they echo what this very smart donor said: “…I feel good…” Click here to read more about this phenomenon. Hmmm … maybe we need to teach our volunteer solicitors about this ground breaking research so they might stop being so fearful about asking for contributions.
  2. In this donor’s second response, I am reminded of an online interview I read with Jim Grote. It was the first time I ever heard of the concept of “Narrative Philanthropy”. In a nutshell, good fundraisers are good storytellers. Click here to read that interview for yourself. I promise that it may change your life! I am also reminded that stewardship doesn’t have to be about fundraising professionals “telling” donors stuff, but it can also be about “asking” for feedback and input.

How does your organization train volunteer solicitors to become awesome storytellers? Do your fundraising volunteers see their jobs are “arm twisting” or do they see themselves as “dream-makers”? What do you do to help your fundraising volunteers with these paradigm shifts? Please use the comment box below to share because we can learn from each other.

Here is to your health!

Erik Anderson
Owner, The Healthy Non-Profit LLC
eanderson847@gmail.com
http://twitter.com/#!/eanderson847
http://www.facebook.com/eanderson847
http://www.linkedin.com/in/erikanderson847

Colbert SuperPac: Not a fundraiser’s alterative universe

On June 30th, the Federal Election Commission (FEC) voted to approve Stephen Colbert’s (a comedian and host of the Comedy Central Colbert Report) application to form what is called a “SuperPac”. According to NPR and other various report, Colbert left the hearing room, went outside to a throng of supporters, and started accepting people’s credit cards. He used a credit card swipe machine attached to an iPad to process contributions from enthusiastic supporters.

In the wake of the ruling, Colbert launched his Colbert SuperPac website, started taking online contributions, and now scrolls the names of his donors along the bottom of the television screen during his shows.

Over the last month, I’ve watched this fundraising drama unfold and found myself wondering: “Is this some kind of bizarro, alternative fundraising universe?

What I thought I was seeing was average people pulling out their wallets and throwing money at an organization that didn’t have a mission, vision, or case for support. Go to the Colbert SuperPac website, click around and try to find any of that information. It doesn’t really exist. What does this organization stand for? What will this organization support? How will it support those things it believes in?

You will find no answers. As a matter of fact, Colbert interviewed political analyst Matthew Dowd on his show about this very subject, and in the end he concluded that he would ask his donors what his SuperPac should symbolize and support. As a non-profit fundraising professional, it took me a long time to wrap my mind around the idea of going to a donor, asking for a contribution, and then asking the donor what they think your mission, vision, case for support, and programming should be.

My Dad has said I am not the sharpest knife in the drawer; however, after many walks and conversations with my dog, I have come to the conclusion that this is NOT a bizarro, alternative universe for fundraising professions.

There is a very witty and satirical case for support that Colbert’s super-smart audience understands. It isn’t written in a case for support document or a glossy solicitation brochure. The SuperPac’s case for support is embodied in a series of “comedy bits” that Colbert has been airing ever since the Supreme Court’s controversial “Citizens United” decision in 2010.

In a nutshell, the Colbert SuperPac’s case goes something like this: “Making a contribution to this undefined political action committee will allow us to demonstrate to the FEC, policymakers, and the Supreme Court that there are dangers and unforeseen consequences of such a decision. Your contribution also helps test a hypothesis that unlimited ‘free speech’ can have adverse consequences on democratic institutions. In the end, your contribution might even save our American democracy.”

Now THAT is an amazing case for support, which must be why so many people are lining up to give Colbert SuperPac their money.

OK … now that I’ve convinced myself that the fundraising universe hasn’t been turned upside down, I see all sorts of fundraising lessons for non-profit organizations and fundraising professions such as:

  • Your organization’s case for support needs to be POWERFUL if you want to be serious about raising money.
  • Your fundraising efforts will benefit greatly if you find the right voice to talk about your case for support.
  • People will contribute only if you ask them. So, stop beating around the bush and dropping hints.
  • Allowing donors to swipe their credit card will help inspire spontaneous giving.
  • Taking contributions online via your website needs to be supported by multi-channel cultivation, solicitation and stewardship activities.

Well, you’ve been watching the same things I’ve been watching . . . what are your observations? What fundraising best practices are you seeing? Is there a moral to the story for fundraising professionals? Please use the comment box to share your thoughts because we can all learn from each other!

Here is to your health!

Erik Anderson
Owner, The Healthy Non-Profit LLC
eanderson847@gmail.com
http://twitter.com/#!/eanderson847
http://www.facebook.com/eanderson847
http://www.linkedin.com/in/erikanderson847

Hooking fish but not landing them

I am dedicating this week’s blog posts to exploring ePhilanthropy related topics. Since this field of resource development is still cutting edge (or should I say bleeding edge), I encourage everyone who is dabbling, experimenting and playing with tools in this field to please weigh-in using the comment section of this blog. Today, I turn my attention to websites.

Well, here we are … back at square one — “The Beginning”. I can imagine that this entire ePhilanthropy thing started a long time ago at the start of the digital revolution when one resource development professional asked themselves: “Hmmm … my donors online are all hanging out online. I wonder how I can using my agency’s website to raise money?”

So, talking about websites seems like a very anti-climatic way to end the week. Right?

If you responded in the affirmative, then I beg to differ because the issue with ePhilanthropy is how quickly technology changes. In my opinion, there is a real danger is in forgetting about one of the most basic building blocks (e.g. website) and getting distracted by the new shiny objects (social media, online videos, etc).

Still skeptical? Think of it this way … your organization’s website is like “home base” for your entire ePhilanthropy program. Your social media, online video and email strategies are like a “fishing pole, line and hook” is to a fisherman.

Let’s take an example from my blog post yesterday about online videos. I posted a YouTube link to an online video solicitation from Chris Salvatore on behalf of the Gay American Heroes Foundation. I talked about the effectiveness of the video and admitted that immediately after viewing it, I had wanted to make a donation, but I never did. The reason I didn’t donate was because of the foundation’s website. Click here to check it out.

Do you see what I mean? Their website is a mess. It is full of emotion, but it was hard for me to quickly determine what they plan to do with my donation and what the “return on investment” would be.

Your organization’s website is your face on the information super-highway. You can hook all the fish you want using tools like Facebook, Twitter, online videos, and email; however, you will never land those fish if you cannot instill confidence and clearly communicate your case. Online donors turn to your website to find this info. If it looks like you just vomited a website into cyberspace, trust me when I tell you: “it kills the mood as well as the will to donate”.

Creating your organization’s website is complicated because it involves skill sets in the following areas: technology, marketing & communication, and internet practices (e.g. search engine optimization, etc). However, if you want to be “donor-centered” in an online environment, then you need to be really good at ALL of these things (or outsource some or all of it to professionals who can help you).

With that being said, I strongly believe in life-long learning. You might not able able to be an expert in all things pertaining to websites, but it is possible to become knowledgeable enough. This is important because only you can make the strategic decisions that are important to your resource development and ePhilanthropy programs. For this reason, I was so excited to find all sorts of free online resources (e.g. articles, trainings, etc) from Network for Good on their online learning center website. Click here to see all sorts of resources pertaining to websites.

I bit off more than I can chew with this topic, so I will carry it over into part of next week.  Do you have any best practices to share with regards to your website? How do you fit your website into a comprehensive ePhilanthropy strategy? How does your ePhilanthropy strategy fit into your comprehensive resource development plan? In what ways have you exported the ideas of  “Donor-Centered Fundraising TM”?  We can learn from each other!

Here is to your health!

Erik Anderson
Owner, The Healthy Non-Profit LLC
eanderson847@gmail.com
http://twitter.com/#!/eanderson847
http://www.facebook.com/eanderson847
http://www.linkedin.com/in/erikanderson847

Tweet me the money

As I mentioned on Monday, I plan on using the rest of my blog posts this week to look at different aspects of ePhilanthropy. Hopefully, I will be able to cover a lot of different subjects including Twitter, Facebook, email, websites, PURLs, online video, blogs, and more. Today, let’s touch on Twitter.

As I drove my good friend Teri to Midway airport on Monday, we started talking about social media and the role we see it playing in resource development. We both agreed that what we see being most successful is non-profit organizations using social media to acquire new prospects, spreading the word about their mission, focusing on their case for support, and stewarding donors by communicating ROI messages. Neither of us were able to really come up with very good examples of how social media has been used as a solicitation tool and raised substantial money.

This ate at me as I made the trip home from Midway airport. So, once I got home, I started searching for an example of a non-profit organization that used social media to solicit donors and could be held up as a success story. It didn’t take me long and I am a little embarrassed that I quickly found an example in my very own backyard of Elgin, Illinois.

In 2009, the Community Crisis Center has struggling because the State of Illinois is broke and significantly behind on paying reimbursements to non-profits holding state contracts. It was in this moment of need that The Center turned to public relations guru and social media expert Sarah Evans and asked her to work her online magic.

Sarah organized an online fundraising event that she called “Crisis Overnight“. On June 18th, she took her laptop to The Center and spent the night. All night, she blogged and Tweeted about her experience, what she saw, and the stories that unfolded in front of her. In a nutshell, Sarah brought the mission and case for support alive online. With every Tweet and blog post, she pointed her friends and supporters to an online donation page.

Needless to say, people were moved and Sarah was very successful. Her fundraising goal was $150,000 and she raised $121,397 according to the Community Crisis Center’s 2009 annual report. Not only did 700 donors make contributions online, but people got in their cars and drove donations to The Center ($800 arrived by foot between 6:00 and 9:00 pm alone).

This was not magic … here are just a few observations:

  • The technology didn’t raise the money. It was Sarah’s masterful way of bringing the mission to life, making the case for donors to get involved, telling stories about clients and services, and creating a sense of urgency.
  • It wasn’t just Twitter or blog or website or email … it was multi-channel and integrated. She used many tools and funneled everyone to an online donation page.
  • She didn’t just yell at the top of her lungs into the Twitosphere. She used the hashtag to focus and nurture a mission-focused conversation that walked people down the path of action.

So, here is one very cool example that flies in the face of what I initially believed about social media only being good for non-solicitation activities.

Has your organization ever attempted to use social media to solicit individuals? How did you do it? Was it successful or not? Why or why not? If not your organization, have you seen others try it? What was the result? We can learn from each other. Please use the comment box to share with everyone!

Here is to your health!

Erik Anderson
Owner, The Healthy Non-Profit LLC
eanderson847@gmail.com
http://twitter.com/#!/eanderson847
http://www.facebook.com/eanderson847
http://www.linkedin.com/in/erikanderson847

Donor centered newsletters Part One

A few days ago, Susan Rudd from the Boys & Girls Club of Bloomington in Indiana emailed me and asked: “Do you have any suggestions on how to make our newsletter more donor-centered?” I promised her that I’d think about it and blog about it this week. So, I immediately cracked open my copy of Penelope Burk’s book “Donor Centered Fundraising” and started researching. As you can imagine, there are lots and lots of data points (based on Penelope’s survey data), and I’ve decided to break my response into two separate blog posts.

Today’s blog post focuses on the case for changing your non-profit’s newsletter. Monday’s post will look at specific ideas on how to change this critically important donor communication tool. I again want to thank Penelope Burk for her groundbreaking research and reiterate that none of what I am about to share with you are my original thoughts or work. Please go out and purchase a copy of “Donor Centered Fundraising” … it will change your life!

The following is a quick summary of survey data on the current state of affairs regarding non-profit newsletters (please note that these results are based upon “survey respondents” and hopefully I don’t need to go into any detail with you about the limitations of survey research):

  • 66% of donors reported that “they don’t have time to read newsletters thoroughly”.
  • 58% of donors said they believe non-profit newsletters are “too long”.
  • The average newsletter dedicates 52% of space to programs/services and 24% of space to fundraising.
  • 99% of non-profits participating in the study produced printed newsletters and 22% also produced an e-newsletter.
  • Only 19% of donors reported that they were “satisfied” with the current length of the newsletters they receive.
  • Only one-third of donors said newsletter content is “exciting and compelling” with approximately the same number of respondents reporting that there is “too much fundraising content”.
  • 54% of donors feel that newsletters can be improved if “more targeted information on how donations are being used” was included.
  • 53% of donors said they are “concerned about the cost of newsletters”.

There can be no doubt after reviewing this research that there is but one conclusion — something must change if non-profits want to make the transition to a new donor-centered paradigm of resource development.

So, this is where I will leave the “cliff hanger” and ask that you take time this weekend to ponder the case for change. While digesting the facts, please ask yourself the following questions … How do my donors feel about our newsletter? Have I asked donors how they’d improve it?  What have I heard? If I haven’t asked, what is stopping me from doing so? How much of our content is focused on programmatic ROI versus fundraising? How “stale” is the newsletter content by the time donors receive it in their mailbox? If you get a chance, please share some of your observations in the comment box of this blog.

Stay tuned for part two of this series when I share some possible solutions with you on Monday.

Here is to your health!

Erik Anderson
Owner, The Healthy Non-Profit LLC
eanderson847@gmail.com
http://twitter.com/#!/eanderson847
http://www.facebook.com/home.php#!/profile.php?id=1021153653
http://www.linkedin.com/in/erikanderson847

The 7 Ps and case statements

Yesterday, I wrote about the importance of crafting your organization’s case for support document, and I want to continue down this path a little further today. Back when I worked with the Boy Scouts of America, it wasn’t uncommon for me to hear a co-worker or volunteer lament “The Seven P’s” — “Prior Proper Preparation Prevents Piss Poor Performance”. If this revelation surprises you, then remember that “BE PREPARED” is the motto of the Boy Scouts .

After yesterday’s blog post, I realized that I might have made the case for revisiting and revising your case statement documents. However, I didn’t talk about how you can best prepare your volunteers to bring that case for support to life.

Here is an example of what some of our volunteers look like when they try to vocalize our case for support when sitting down with a prospect or donor … click here to see a less than perfect example of someone trying to make the case for their charity. Unfortunately, many of these volunteers commit the following mistakes:

  • They come across nervous or unsure of themselves
  • They don’t inspire confidence and passion
  • Their body language sends the wrong message
  • Some might even perceive that they don’t know what they’re talking about

This is not how we want our fundraising volunteers to come across; however, the reality is that we set them up for failure by not training and preparing them properly. Yes, many of us provide our volunteers with a copy of the case statement. Some of us might even go so far as to tell them what it is and why it is important. However, very few of us model the case statement’s appropriate usage or work with volunteers on practicing how to put it into their own words. Here are a few preparation tips you may want to consider:

  • Host a campaign kickoff meeting and use some time to review the organization’s case for support.
  • Ask volunteers to take a few minutes to read the case statement; then go around the room and ask everyone to share one impactful piece of messaging they took from the document.
  • Pair volunteers up with each other and ask them to take turns using the information in the case statement to “make the case for financial support” to their partner. Ask the person who is listening to also provide constructive feedback at the end of the exercise.
  • Use video technology to record each volunteer and meet with them separately with positive and constructive feedback.
  • Make sure that volunteers are personally solicited for their contribution prior to going out on their first solicitation, and make sure the person soliciting them is perfectly modeling usage of the case statement.
  • Make time to go on solicitation visits with volunteers. Take time after the visit to de-brief and discuss how the case for support might have been made more impactfully.

Volunteers will resist these efforts all in the name of “time”. However, you need to ask yourself if you can afford to send them out to talk to your prospects and donors less than at their best. If you invest a little time in “prior proper preparation,” they will become world-class fundraising volunteers who walk away from your campaign feeling good about the entire experience … click here to see a better example of someone trying to make the case for their charity.

How does your organization prepare fundraising volunteers to make the case for financial support from donors? Please share your best practices in the comment box below.

Here is to your health!

Erik Anderson
Owner, The Healthy Non-Profit LLC
eanderson847@gmail.com
http://twitter.com/#!/eanderson847
http://www.facebook.com/home.php#!/profile.php?id=1021153653
http://www.linkedin.com/in/erikanderson847