Taking a page out of GE’s playbook

Have you ever been watching television, trying to zone out during the commercials, when all of a sudden “WHAM!” a powerful advertisement grabs your attention and almost moves you to tears? Come on! I know it has happened to most of you, and I am no exception.

I was most recently the victim of such an occurance last night. I was in my hotel bed watching television and trying to avoid doing work. Out of nowhere came this General Electric (GE) commercial . . . the ad was about cancer survivors who were given the opportunity to meet the GE employees who built the medical machinery that helped save their lives.

If you haven’t seen it, grab a tissue and click here to view the YouTube video of it.

It wasn’t more than 5-seconds after this commercial ended that I had these two thoughts:

  1. This GE commercial is the same thing as a non-profit organization’s “case for support” for their annual campaign pledge drive. The only difference was that it was in video format instead of a written case statement.
  2. Putting cancer survivors in the same room as GE employees was so powerful. It was almost like GE was stewarding their employees by reminding them of how powerful their gift of labor really is to everyday people who are trying to work through personal crisis.

I think the thing that got me most was when the employee at the end of the commercial says: “[It was] one of the most heartwarming events I’ve ever experienced”.

Earlier this week my Monday blog post titled “What gets measured gets done” spoke to the power of benchmarking. Tuesday’s blog post titled “Taking a page out of NPR’s playbook” highlighted National Public Radio (NPR) as a potential benchmarking opportunity for agencies looking for a successful road map to reduce dependency on government funding.

Today’s post continues on this week’s theme of benchmarking; however, the twist is that non-profits can also learn from and benchmark their for-profit cousins. For example, this GE commercial has me wondering:

  • Does putting employees together with the people who benefit from their efforts improve employee retention? If so, how significant is the retention? Can the same effect be produced if non-profit donors are given more regular access to the people whose lives they changed (e.g. your customers/clients)?
  • Does creating this commercial and storyline help GE’s sales force more effectively articulate the case to purchase this particular product? If so, how significant is the improvement in sales? Can the same effect be produced in board members and volunteer solicitors who are reluctant to solicit charitable contributions to the annual campaign?

I’ve been hearing way too often from non-profit professionals that donors don’t have time for personal stewardship visits and touches. I’ve also recently had the opportunity to spend lots of time with a number of donors, and they don’t seem to be saying the same thing. What I am hearing donors say is they are sick and tired of one solicitation after another after another. They look forward to events where they can see, hear, and touch the charity’s mission.

I am going to hold onto the visual imagery of how those cancer survivors and GE employees looked when they met for the first time. Am I wrong or was it powerful? They were moved to tears, right? Heck, I was moved to tears. My “fundraiser’s gut feeling” is telling me that there are many valuable take-aways for non-profit organizations from that commercial. I suspect successful non-profits are tapping into that same raw power and emotion when it comes to donors and those folks you serve everyday.

Yes, we can learn a lot from each other as non-profit professionals, but I suspect we are limiting ourself. If we expand our world, we can learn a lot from everywhere we look everyday. Don’t just benchmark organizations that are just like you . . . expand your horizons and look at for-profits that you can benchmark, too.

While benchmarking multinational corporations might not be realistic for many of you, I bet there are a number of small businesses in most of our backyards that will work equally well.

What did you take away from the GE commercial as it relates to your non-profit work? How do you connect your donors to mission in similarly powerful ways that don’t involve more solicitation (e.g. special events don’t count when answering this question)? How does your organization track the effectiveness of those personal and powerful stewardship touches? Have you ever done any benchmarking? Who? And what was the result of your experience?

Please use the comment box below to weigh-in with an answer to any of these questions. Remember, 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
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http://www.linkedin.com/in/erikanderson847

Make that call and express your thanks

Ahhhhhh . . . Thanksgiving is over and the food comma is starting to wear off, but the spirit of this holiday looms for much longer. It might even set the table for the one of the most charitable times of the year by putting donors in the mood to give, give, give! So, if you believe this, then you should also believe that giving thanks doesn’t just end when the last piece of turkey is packed up in Tupperware and placed in the refrigerator in hopes of becoming a turkey sandwich in the not-so-distant-future.

I am suggesting that it would be a very nice donor-centered stewardship gesture if you picked up the phone on Monday and called one of the most impactful donors to your non-profit agency.

Don’t just call and say thank you.

When you finally get them on the telephone, you might consider telling them that the Thanksgiving spirit motivated you to call. Spend the rest of the call discussing the following:

  • What does their financial support mean to your agency?
  • Provide a few examples of how their contribution made a difference for your agency’s clients.
  • Ask them if they have any questions about anything they may have seen or heard about the organization.
  • Ask them what they see as the organization’s greatest strengths and weaknesses.
  • Explain to them how their contribution makes you personally feel. Share any emotions you may experience as a result of their support and involvement.
  • Tell them that you appreciate them and the agency couldn’t do what it does without support from caring people like them.
  • Wish them a happy holiday season and tell them you look forward to working with them again in the new year.

You’re all really busy. This doesn’t have to be an “initiative” or a “thank-a-thon” . . . even though that would be awesome. All I am suggesting is that you do this on Monday with JUST ONE very important donor.

Taking a few minutes on Monday represents your personal investment in doing good stewardship. It will renew your non-profit soul and set the stage for a great end of the year push!

Trust me . . . just do it . . . and then circle back to the comment box below and let us all know how you felt afterward. I’ll sit tight and wait to hear back from you.  😉

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

Gobble Gobble … pass the stewardship please?

This non-profit professional loves Thanksgiving! Yes, as you can tell from my picture, I love the epicurean delights that grace my table for this holiday. However, what I really love has almost nothing to do with food . . . it is the idea of taking time to simply say “thank you” that really appeals to my inner non-profit soul. It is for this reason I believe Thanksgiving is quintessentially a non-profit holiday.

What are you doing this Thanksgiving holiday to reach out to your donors and volunteers and express your thanks and gratitude?

When I worked for the Boy Scouts more than a decade ago, I found tremendous joy in cooking a full-blown Thanksgiving meal for my District Committee. Mmmmmm . . . I remember it as if it were just yesterday. Turkey, ham, stuffing, mashed potatoes, beans,  rolls, dutch oven cobbler . . . prepared and served with my own two hands in the church basement we used to meet every month.

After feeding 50 of my best donors and volunteers, I relished the opportunity to take 2- or 3-minutes and tell them how thankful I was for their help and support. I also highlighted a handful of our collective successes from the last year.

Years later, as I worked with local Boys & Girls Club affiliates throughout the Midwest region, we worked on developing “thank-a-thon” events to steward donors around the Thanksgiving holiday. This was simply a handful of board volunteers who were armed with a list of donors, short script, and telephone. The message was short and sweet . . .

  • thank you for your support,
  • your support made a difference,
  • we accomplished X/Y/Z and couldn’t have done it without the support of caring and generous people like you,
  • we hope we can continue to count on your support in the future, and
  • this Thanksgiving we give thanks for people like you. Enjoy the holidays!

There was no solicitation for money. There was no guilt. It was an expression of simple gratitude. It demonstrated that donors and volunteers were part of a larger family — our “non-profit family”.

What are your personal plans to steward board volunteers, donors and volunteers this holiday season? I see many non-profits doing something. So, please take 30-seconds and share your favorite Thanksgiving stewardship activity of all time. If you’re a volunteer or donor, please share the best Thanksgiving stewardship activity that your favorite non-profit has ever included you in. We can all learn from each other . . . but that requires using the comment box below to share. Please?

Here is to your health! Enjoy your Thanksgiving with both your immediate family as well as your non-profit family.  🙂

Erik Anderson
Founder & President, The Healthy Non-Profit LLC
www.thehealthynonprofit.com
erik@thehealthynonprofit.comhttp://twitter.com/#!/eanderson847
http://www.facebook.com/eanderson847
http://www.linkedin.com/in/erikanderson847

When donors cry (literally)

Have you ever been engaged in conversation with a donor and they spontaneously erupted into tears? This had never happened to me until recently, and I need to talk about it because it really shook me right down to my resource development foundation.

While I need to be sketchy with the details as not to embarrass anyone, I can provide some conversational context and set the scene. The conversation was about a specific non-profit organization that they had been donating to for a very long time.  Long story short . . . the non-profit organization is now talking about going out of business and the newspaper is covering the story.

We talked for a long time as the tears flowed, and I was given one of the greatest gifts that any resource development profession could ever be given. I was allowed a glimpse inside the soul of a donor. Here is what they were saddened to tears over (this is their thoughts and not my analysis):

  • They believed in their heart in the mission of that organization and were mourning the possible death of something they loved.
  • They believed that their financial contributions had been making a difference in the lives of people. Now they have doubts and feel deceived
  • They personally solicited friends and asked them to also make a contribution to this organization. Now they feel like they perpetuated a fraud against their friends and aren’t sure they can face their friends.

I was given a gift when I was allowed to bear witness to the raw power of philanthropy. It affects me, and I wanted to share this with you because there are some important lessons that all non-profit professional need to take away from this story:

  1. What we tell donors regardless of whether it is during cultivation, solicitation or stewardship efforts is like a sacred promise. Many donors take it to heart and deposit it in their emotional bank account. We need to remember this at all times.
  2. There are people who “go to bat” for those non-profits that they love. They leverage personal relationships all in the name of mission. They are out there making promises to their friends, and we need to do a better job of recognizing that investment. They tell their friends that your agency is a wise investment, and we owe it to them to make sure that is true by always focusing on sustainability and organizational capacity building efforts. Just focusing on programs for our clients that our mission calls us to serve is simply not enough.
  3. We need to be very careful about what we say publicly in the press about the present state of our agency. Donors take those things to heart. It can affect them deeply. Cavalierly talking about the possibility of closing your doors is the equivalent of playing with someone’s emotions. It isn’t nice and will cost you donors.

I decided to write this blog post because this tearful conversation was impactful. I can’t get it out of my head. It made me profoundly sad and even a little angry. I had hoped that sharing this with others would make me feel better and get beyond it because of my belief that we can all learn from each other. While I do believe this, I am also not feeling any better about things. In fact, I think I am a little sadder as I fight back some tears and a little angrier as I clench my teeth to get through this post.

There can be no doubt that I am physically experiencing the power of philanthropy, and I hope I become a stronger more donor-centered fundraiser because of this experience. My holiday wish for you is that you walk away from this blog post feeling the same way and use this story to become more donor-centered, too.

Have you ever had a similar experience? Has any donor interaction ever affected you in a way that you’ve embraced it and used it to become a better professional? If so, please use the comment box below to share because we can all learn from each other.

Here is 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

Magic words? Be ‘transparent’ and ask to be held ‘accountable’

When I think of non-profit organizations who embark upon a strategic planning process, I usually get a mental picture of Toy Story’s Buzz Lightyear standing on that bed post proclaiming “To infinity and beyond!” However, in my experience, many non-profit organizations jump and their results are not nearly as good.

What I am referring to is the phenomenon of: engaging stakeholders . . . building consensus around vision/goals/objectives/action steps . . . writing the plan . . .  approving the plan . . . putting the plan on the shelf and letting it die a dusty death.

So, the question being begged here is: “What do non-profits leaders (board and staff) need to do in order to bring their plans to life and avoid that ‘dusty death’?”

The simple and straightforward answer can be captured in two words:

Transparency

and

Accountability

In a nutshell, “transparency” means that everyone can see your plan including: who has agreed to what, where, when, why and how. “Accountability” means that everyone can see your measurement indicators and how well (or not so well) you are doing at accomplishing the various aspects of your plan.

I love what my college alma mater  — University of Illinois Urbana-Champaign — has done in the area of transparency with their strategic plan. Click here to check out how they’ve put everything on the internet for alumni, faculty, students, parents of students, residents of Urbana and Champaign, and especially donors to view.

I also like what Binghamton University did in the area of accountability with their online strategic planning dashboard. Click here to see that dashboard tool.

So, if you find yourself saying “Well, those are large university institutions and we’re different and unique,” let me help you bring these ideas into focus for your unique situation. The following is a short list of questions I encourage you to ask yourself about your specific non-profit situation:

  • Do I want my plans to be implemented or do I want them to sit on the shelf and collect dust?
  • Do I need other people to help with plan implementation or am I OK with doing it all myself?
  • Do the donors who support my organization deserve to see how well (or not well) we are doing with implementing the plan they helped create and pay for?

If you answered “YES” to these questions, then I encourage you to pull that dusty plan off the shelf, identify the measurements and indicators you likely built into the plan, and invest in creating tools like dashboard or scorecards that easily communicate implementation progress (or hire someone who knows how to do it . . . aka an external consultant). Once that tool is developed, post it online and integrate it into all of your committee and board meetings. To quote a number of very famous people who all take credit for this expression:

“What gets measured, gets done!”

These ideas don’t just apply to strategic planning. You can employ the ideas of accountability and transparency to your resource development plan, annual campaign plan, marketing plan, business plan, etc etc etc.

There is a whole flip side to this blog post pertaining to “measuring the right things to get the right results,” but let’s save that discussion for another time.

What is stopping your agency from being bold and asking donors to hold you accountable for achieving your plans? How do you share your currently organizational progress with your donors, supporters and board volunteers? Can you use the comment box below to share examples of how you are transparent and ask others to hold you accountable? If you use online resources to accomplish these objectives, would you please include links to those examples in your comment so we can all see it?

Please take 30 seconds to weigh-in with a comment. We can and should all learn from each other.

Here is to your health!

Erik Anderson
Founder & President, The Healthy Non-Profit LLC
www.thehealthynonprofit.com
erik@thehealthynonprofit.com
http://twitter.com/#!/eanderson847
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http://www.linkedin.com/in/erikanderson847

Hey Mom, non-profits can have cavities too!

Last Monday, I made that dreaded trip to see the dentist. I am proud to say I have no cavities; however, I need to apparently stop biting my cheeks and grinding my teeth. While I am proud of my oral hygiene, the big news is that my dentist has gotten very good at stewarding his clients.

Right about now, I suspect that many of you are blinking at the screen and thinking something like: “Huh? A for-profit dentist is stewarding his clients like a non-profit organization stewards its donors? Whatcha talking about, Erik!”

This is what I am talking about:

  • A few weeks before my appointment  I received a newsletter in my mailbox from the dentist. Of course, the newsletter contained some articles about dental services he provides. However, there was also interesting reading about the growing body of research between dental hygiene and heart disease as well as oral cancers and HPV. I walked away from that newsletter feeling better about my semi-annual investment in my mouth. Ah-ha . . . STEWARDSHIP!
  • By the time I got home from my dentist appointment, there were already two emails sitting in my inbox from my dentist. The first email thanked me for visiting and asked me to take an online survey. The rationale was that he values my business and wants to continue providing high quality service. Correct me if I’m wrong here, but . . . ah-ha . . . STEWARDSHIP!
  • The second email invited me to join his “online community” where members are able to: receive email appointment reminders; request appointments online; receive special announcements; write a review; refer a friend; watch a YouTube video of him talking about the overall health-ROI associated with investing in your mouth. I was directed to his website. I was directed to his Facebook page. I was directed to his Twitter account.  OMG . . . this isn’t just STEWARDSHIP, but it was electronic stewardship (ala ePhilanthropy for non-profits).

Back in the old days, dentists used to clean your teeth and you wouldn’t hear from them again for another 6-months when someone called to remind you about your upcoming appointment. This got me thinking about the number of non-profit agencies out there who take a donor’s charitable contribution, fire out a generic computer  generated recognition letter, and then do nothing until it is time to ask for the next gift.

Hmmmm . . . if my dentist can evolve, then so can many of those non-profit organizations who are still engaging in “transactional fundraising”.

What is your agency doing to enhance the “donor experience” and improve stewardship efforts? Have you ever considered sending donors a survey immediately after their solicitation to ask about the quality of their solicitation experience? Think about it for a moment . . . it starts to sound less and less silly the more you ponder it. Are you keeping your eyes open for how other non-profits and for-profits are changing the way they steward their donors and clients? What are you seeing?

Please use the comment box below and weigh-in with a your thoughts and observations. It doesn’t have to be a long comment . . . 30 seconds will suffice. We can all learn from each other.

Here is to your health (both non-profit health and dental 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

If I only had a heart . . .

There are 9-keys to “inspiring and managing yours board for fundraising success”. In fact, the reality is that these 9-keys are the same nine things you need to do to “engage” anyone in anything. However, I believe that these nine concepts are not all equal. While all are important, I have come to realize that the most important and most difficult engagement tool was best summed up by the “Wizard of Oz’s” Tim Man in this YouTube video.

The most important engagement tool in your nonprofit toolbox in my humble opinion is “MISSION-FOCUS”.

I personally learned this lesson more than 7-years ago when one of my more influential board volunteers (I’ll omit his name for privacy purposes, but let’s just say he was really good with other people’s money) resigned from the Boys & Girls Club of Elgin’s board of directors. While he resigned for personal reasons and still supported the Club, I didn’t see the train wreck coming until it was too late.

This board volunteer was infamous for taking 15+ prospects’ pledge cards as part of the annual campaign every year. His reasoning seemed sound: 1) they were clients of his, 2) they were friends of his, and 3) he had always solicited these donors. I’d be lying if I tried to tell you that I ever tried to talk him out of being such an overachiever. However, in hindsight I wish that I had.

The first year this individual wasn’t on our board, we tried to redistribute his annual campaign prospects to other volunteers. I finally understood how big of a fool I had been when my phone rang a few weeks after our annual campaign kickoff meeting. The call came in from one of our more steady donors who had always been solicited by this former board volunteer.

The call started off nice enough. “Hi . . . how are you . . . how are things down at the Club?” However, pleasant conversation quickly turned into a cross-examination: “why is so-and-so calling me for my annual campaign pledge this year . . . what happened to he-who-I-loved-to-get-solicited-by . . . is there something wrong at the Club whereby he just walked away from your board of directors?” And as if that wasn’t enough to cause me to run to the restroom and vomit, most of the calls ended with the donor talking to me like I was a kindergartener and telling me that they didn’t donate to the Club because of our mission but because of who had been asking.

The lesson I painfully learned was that stewardship was very important in the resource development process. Successful stewardship and relationship building meant transitioning a donor-relationship from their the volunteer-solicitor connection to a love affair with the organization’s mission. While it might not happen overnight, working on it symbolized a commitment to sustainability and a donor-centered paradigm. The Tin Man was 100% correct when he sang about the value of his heart.

Being “MISSION-FOCUSED” goes beyond stewardship . . . here are just a few ideas for infusing mission in everything you do at your non-profit organization:

  1. Host your board meetings, committee meetings and fundraising meeting at your service facility as a way of reminding everyone what their volunteer time commitments are all about.
  2. Focus newsletter content on return on investment messaging and all things related to your agency’s mission. Skip the boring advertisements for the next opportunity to make a contribution.
  3. Don’t let your annual campaign volunteer solicitors go on important solicitations by themselves. Staff should do everything possible to get invited on important solicitations and ensure: 1) the ask is not being done in a “quid pro quo” manner and 2) mission-oriented reasons are infused throughout the solicitation call.
  4. Find ways to bring the idea of your clients into important meetings. For example, ask agency clients to participate in an essay contest about what they value most about your organization, its programs and mission. Share those essays with board volunteers, fundraising volunteers and donors.
  5. Incorporate a “mission moment” into ALL MEETINGS as a way to keep the focus on why you’re asking others to do what they do.

Failure to inject “MISSION-FOCUS” into all of your meetings and fundraising campaigns can be disastrous. It can lead to volunteer-fatigue and donor turnover. It can create a sense of disengagement that results in staff doing everything. Do I need to go on? Come on  . . . if a Tim Man can get it, then surely we all understand the importance of this concept. Right?

I can go on and on, but I’d rather you share with your fellow DonorDreams blog subscribers what you do to maintain a healthy dose of “MISSION-FOCUS” in everything you do. Please use the comment box below to share your example because we can all learn from each other. There are no right or wrong answers. Please jump in.

Here is 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

Engaging donors directly? Brilliant!

Marketing works. I know this because periodically I catch myself associating real life things with television commercials.

For example, I was at city hall in Elgin, Illinois the other day trying to acquire my small business license. I thought doing something in person might be more efficient. Unfortunately, that was NOT true. I was turned away by a clerk who asked to me to do this online. When I turned around to talk out of the building, I saw this huge sign sitting on an easel. It advertised Mayor Dave Kaptain’s “Listening Sessions” and promoted public participation.

At that very moment, the old Guinness beer commercial came streaming into my head. Do you know which one I’m talking about? Click here to enjoy this flashback to the not-so-distant past.

So, why is this so “brilliant” and what does it have anything to do with non-profit organizations, which is at the heart of this blog?

For starters, I think it is brilliant because in this day and age of mass media, the answer always seems to be: send them a letter, advertise on television, put it on the website, “tweet” it, organize an email blast, and the list goes on and on. I haven’t heard anyone say in a very long time: “let’s go out there and engage people directly” on issues that are important to them.

As for the question about how this pertains to non-profit organizations, all I have to say is that non-profits should take a page out of Elgin Mayor Dave Kaptain’s book. Here are just a few ideas for non-profits that I thought of as I walked out of city hall:

  • Organize a “town hall meeting” at your non-profit service site on any number of issues your agency helps address every day. Invite donors, volunteers, community leaders, and collaborative partners to attend and participate.
  • Organize a series of quarterly or monthly “brown bag lunch meetings” focused on one of the issues your agency deals with every day. Invite a guest speaker from the community to speak about some part of the issue (e.g. your state representative, city council member, chamber of commerce or hospital CEO, etc). Also invite donors to bring their brown bag lunches and participate in this lunch program.
  • Organize a small reception and honor someone in the community who works hard and does something related to your agency’s mission. For example, a domestic violence shelter could put together a small after-work reception to honor a local police officer for their commitment to working differently and compassionately with victims. Invite your donors and ask them to turn-out and help you honor this person.
  • Organize a petition drive around one of your issues and ask donors to help secure signatures.
  • Organize focus groups for each of your fundraisers and ask donors to provide feedback. Invite your donors to help you dream by asking them what they think it would take to “double” the funds raised from that specific fundraisers. After all, who else would know best other than the participating donor?

Non-profit organizations don’t always need to be out front, jumping around screaming “look at me . . . look at me!” Donors are capable of digesting subtle messages, and these types of activities will position you as a leader in your field. Mix in a few subtle “return on investment” messages, and donors will walk away feeling very good about their most recent investment in your organization.

Don’t charge any money. Resist the urge to solicit your donors during these mission-moments. This is about engagement . . . not about cash flow. If you find yourself saying “you don’t have the time or resources” to do these kinds of things, then I suspect you aren’t interested in looking at your donor loyalty numbers either (and with Halloween around the corner this could be a very scary activity to undertake).

Non-profit organizations need to get back to investing in personal stewardship and engaging donors in real mission-focused activities in between solicitation opportunities. I urge you to go beyond the donor database generated acknowledgement letter, email or Tweet. There are countless examples of how to do this if you just keep your eyes open. We can all learn something from politicians, for-profit corporations and our fellow non-profit friends.

This entire post aligns well with my teachable point of view that non-profits need to stop treating donors like ATMs!!! Of course, if you don’t commit to being a life-long learner on the subject of donor engagement, then you might start looking like Ms. Swan from this old Mad TV comedy sketch  (albeit less fortunate than she turned out to be in the end of the sketch).

How is your organization stewarding its donors? How are you going beyond traditional stewardship and engaging them? Have you done any benchmarking to see how your efforts impact your donor loyalty numbers? If so, what was the result? We can all learn from each other. So, please use the comment box below and share your secrets. Because failing to do so would not be BRILLIANT!

Here is 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

Taking a peek behind the corporate veil

Last week I had the honor and privilege of organizing and facilitating a general session at a Boys & Girls Club conference in Milwaukee. The title of the session was “Corporate Leaders & Philanthropy”.  For approximately an hour, conference attendees got an opportunity to take a peek behind the corporate curtain.

Serving on that panel was:

  • Craig Omtvedt, Senior VP & Chief Operating Officer of Fortune Brands
  • Paul Jones, Chairman & CEO of A.O. Smith
  • Matthew Levatich, President & Chief Operating Officer of Harley-Davidson Motor Company

I am extremely appreciative to these gentlemen for taking time out of their very busy schedules for serving on our panel and answering questions about cultivation, solicitation and stewardship. I cannot tell you how many non-profit leaders ask me questions about what they should do to become more effective at engaging corporations. So, last week’s session was a tremendous gift to the non-profit leaders in the Boys & Girls Club movement.

After taking the panel through four set questions, I invited the audience to submit their questions on paper. While I was able to get through another eight questions generated from the field, there were a ton of other written questions that I just couldn’t get around to asking due to time constraints. So, I thought I’d take the opportunity with today’s blog post to list some of those unasked questions and invite subscribers (aka YOU) and anyone else who views this blog via social media networks (e.g. LinkedIn, Twitter, Facebook, etc) to weigh-in with their thoughts using the comment box located at the bottom of your screen.

Here are some of the remaining questions that I wish I had time to ask and hope you want to comment on:

  • What gestures have [non-profit] organizations made beyond outcome measurements that have [intrigued] your company to invest in them?
  • What can [our organization] do to distinguish itself from all the other charities out there in regards to requesting or receiving your support?
  • Given the current economic trends, how do you determine if you are able to sustain the same level of philanthropic support? What impacts that decision? What should non-profits know?
  • When reviewing requests [for funding] and you come to the organization’s financial statements, what do you look for? What turns you off? If [the financials] reflect that an organization is running or budgeted a deficit, is there anything the agency can do to engage that company in a strategy for pulling out of a deficit situation? Or is it a lost cause?
  • What are some of the key factors that you consider when deciding to continue funding to a particular organization?
  • What do you want non-profit organizations to stop doing in their approach that is ineffective or irritating to you as a funder?

I still have a pile of additional questions, but I’m running out of room. My thanks to those who took time to submit a question.

Regardless of whether you are a donor or a non-profit leader, please take a moment to process these questions and weigh-in with your thoughts. We can all learn from each other. You will find the comment box below if you scroll down.

I will leave you with some YouTube links I found when researching and preparing to facilitate this session. I included one or two of these links in my blog post on Wednesday titled “Corporate Philanthropy: He loves me — He loves me NOT“. But there are new videos that I’m also including. Enjoy and please take a moment to post a comment on this subject.

If you are a non-profit leader who still has a lot of questions about what happens behind the corporate veil, then why not pick-up the phone, set an appointment with a corporate leader in your community, and go ask those questions?  Engaging donors doesn’t start with a solicitation . . . it begins with asking questions and listening to their answers.

Here is 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

Stop trying to be a COWBOY — invest in the power of ideas

Most of last week I spent time in Milwaukee with friends of mine from the Boys & Girls Club movement. I spoke to executive directors, board volunteers, fundraising professionals and program staff. Since I just opened the doors to my new consulting practice — The Healthy Non-Profit LLC — this was my first ever conference as an exhibitor. I found it very interesting that many of the conversations I entered into started with the words: “Erik, I have a problem that I need your help with . . .”

After taking a few days to digest the conference and all the people I spoke with, I’ve come to this very simple and disturbing conclusion:

Y’all need to stop trying to be cowboys!

As I revisit those conversations, they sounded something like this:

  • My revenue budget looks grim for next year. What should I do?
  • Our board members only want to cut their way out of this budget crisis. What should I do?
  • My donor database is a mess. What should I do?
  • The board of directors is disengaged and expects me fix everything. What should I do?

As I think back to those conversations, I realize that there was one song that ran through my head (kinda like background music on an elevator) and it was this song by Bonnie Tyler. Of course, if you just clicked that YouTube link, then you’re probably laughing because I just accidentally cast myself in the role of Shrek. ROTFLMAO!

As someone who is new to consulting, these conversations are very encouraging because they validate my business plan. However, truth be told, this isn’t what I am actually thinking about today . . . I keep circling back to the idea that my non-profit friends need to stop trying to solve these problems alone. You are not a cowboy! You are not Superman!

While you might think I am trying to turn this blog post into a “case for support” for hiring a consultant or coach, please believe me when I say I am not. In fact, I believe almost everyone I spoke to at the conference currently has the resources to solve their problems if they just engaged their volunteers, donors and community leaders in an open and honest dialog about whatever ails them.

I live in the Chicago area of the country, and this week is “Chicago Ideas Week“. In this event’s own words this week-long event includes 100 speakers in 7 days that will result in ONE inspired city. “Chicago Ideas Week (CIW) will bring the world’s top speakers together with Chicago’s best thinkers to create an ecosystem of innovation, exploration, and intellectual recreation.” Click here to visit their website and learn more.

So, here is my crazy idea . . .  why not leverage the collective talent and genius of your non-profit supporters and community much like the City of Chicago is trying to do?

I can see it now. A room full of donors and supporters hearing board volunteers and staff honestly talk about the “state of your non-profit organization”. After hearing an update on a particular subject matter (e.g. program outcomes, board development, fundraising, etc), a question is posed to the audience. Participants break into smaller work groups to brainstorm. After a sufficient amount of time, these sub-groups report back, notes are taken, and solutions are generated. Before leaving this ideas conference, donors/volunteers/supporters are invited to help implement the solutions they just generated (but they are asked to only volunteer for what they feel passionate about working on).

Am I crazy to think that we need to let our defenses down and find ways to engage all stakeholders in solving our agency’s challenges?

Please use the comment box located below to weigh-in with your thoughts. What would stop you from doing something like this? Why not engage supporters in brainstorming and rolling up their sleeves to help you? Are there any take-aways from the Chicago Ideas Week concept that you think you might be able to use at your non-profit organization?

We can all learn from each other. Don’t be shy. Please share your thoughts below. And if you don’t know where to start in organizing an event like this, please give me a call because I’d love to help!

Here is 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