New Donor Formula: Hustle – Follow-Up – Tenacity

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:

  1. We don’t follow-up enough because we’re afraid of being obnoxious
  2. 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
  3. We get our prospect really interested, but forget the “call to action”
  4. 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!

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

Where are all the new board members?

Let’s face facts . . . your non-profit board has gaps in it. How do you know that? You know it because you and your board members sat down with one of any number of different board composition gap assessment tools (available in the public domain) and you did the math. You looked at demographics, experiences, skill sets, interests, fundraising, and social networks, and everyone at that board development committee meeting was able to see gaps.

Guess what? This happens every time and it happens in every organization. There is no such thing as the perfect board.

Hopefully, your board development committee is doing a gap assessment every year before it goes out to recruit board members. While your gaps may not regularly change, the reality is that your circumstances and the external world around you is in a constant state of change, which affects how you look at your gaps and approach your prospecting and recruitment efforts.

For example, you might have built a very strong “governance board” with gaps around fundraising acumen. In most years, this might not have been an issue because you had very strong grant funding from key foundations. Unfortunately, let’s hypothetically say that Wall Street decides that a major market correction was necessary and the stock market takes a historic tumble. Where do many foundations secure the money they give away every year? Yep, they distribute their investment income. With your foundation income streams in a state of flux, your fundraising gaps on the board have become a major liability. Perhaps, this year’s board recruitment efforts should focus on identifying prospects who possess private sector fundraising acumen and experience and come from a diversity of different social networks.

It is at this point where I have personally sat in board development committee meetings and the conversation always seems to bog down. The brainstorming and prospecting dialog oftentimes lead to someone saying, “There isn’t anyone in our community who I know that fits that description.” Even better, I’ve heard people say, “That person doesn’t exist in our community.”

I suspect that these reactions are a result of:

  • The committee giving up after mentally examining all of the “usual suspects”.
  • The composition of the committee being such that there isn’t very much diversity from a social network perspective sitting around the table.
  • Being unsure of how to determine what skills and experiences people bring to the table.

Regardless, you need find ways to push past this obstacle and stimulate a dynamic brainstorming exercise around prospect identification.

I’ve seen some non-profit professionals bring lists of people to that meeting such as: Chamber of Commerce membership lists and Rotary Club (or Kiwanis, Lions, Jaycees, etc) rosters. In my opinion, this can definitely help people start thinking; however, I’m always left with this one question:

What about your donor database?

Many of us have these amazing database programs with thousands of names. These are people who must have liked us at least at some point in time. In fact, they liked us well enough to write a check. For some of those people, they love our mission so much that they support us regularly.

If you are an “excelling organization,” then you have more than just names and dollars in that donor database. You’ve been collecting data pertaining to birthdays (aka age), occupation (aka skill sets and acumen), interests and experiences, and service club participation (aka social networks). If you aren’t this good and haven’t been collecting and recording this type of information, my suggestion is that you figure out a way to start doing so immediately.

Your donor database is an amazing tool on so many different front, and it isn’t just something you use for fundraising. It can and should be the best board development tool that your board development volunteers turn to every year when they start prospecting and brainstorming.

So, the next time someone on your board development committee suggests that your community has “run out of” board prospects, I encourage you to say poppycock and pivot quickly to your donor database for an endless supply of names to consider.

Does your organization use its donor database as part of its board development prospecting process? If so, what have been your experiences? Which board composition gap assessment tool do you use? Where did you find it, and can you point others in that direction? What is the biggest gap that you’re seeing on non-profit boards in your community (e.g. too many Baby Boomers and not enough young prospects or not enough people with fundraising skills, etc)?

Please scroll down and take 60 seconds out of your busy day to share an answer to one of these questions. Why? Because we can all learn from each other and something you share today might actually make a HUGE impact in someone else’s agency. It is time to “pay it forward”. Please?

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

Planning can be scary so don’t do it alone . . . invite your donors to help!

There are those of us who like to make plans in the dark and by ourselves. I suspect some people like to do it that way because the act of planning is revolutionary and involves tackling the scary monster that most people recognize as “CHANGE“.

And doesn’t change involve “death”?

Ahhhh, I bet that got your attention. I suspect many of you are scratching your head over that logical leap, but is it really that big of a leap? Consider the following quote from Anatole France that I found online at BrainyQuote:

“All changes, even the most longed for, have their melancholy; for what we leave behind us is a part of ourselves; we must die to one life before we can enter another.”

So, if planning equals change and change equals death, then through mathematical transitive properties . . . planning also equals death.

I know some of you are there with me on this ethereal point and others of you are still shaking your head. Regardless, let’s all agree that planning equals change, and both planning and change are scary propositions for some people. Keeping this in mind, let’s circle back to the question begging to be asked:

Who should you invite to the planning table?

While some people are very cautious and want to control the process and outcomes, I don’t subscribe to that paradigm. I am a firm believer that those people who are involved in planning are the people who you most need to roll up their sleeves once the planning process concludes.

So, if you like to be the Lone Ranger and have time to single-handedly implement (and fund) your nonprofit organization’s strategic plan (or marketing plan or resource development plan or any other kind of plan), then I encourage you to lock yourself in a closet and start writing that plan. However, if you want others to roll up their sleeves and open their wallets, then the answer to this question is that you need to find ways to involve all stakeholders including: board, staff, clients, volunteers, community supporters, donors, collaborative partners, etc.

This does not mean throwing caution to the wind and working in total transparency for the entire world to watch, worry and fret over. After all, there are times when revolutionary ideas are aired and debated during the planning process. For example, imagine how uncomfortable it might be for an organization to examine the merits of totally changing its mission in front of an audience of donors who have fallen in love with and funded the current mission.

Does this mean donors should be cut out of the planning process? Nope! However, getting the right donors involved does require great thought and care. Asking a trusted donor and friend of the agency to serve on the planning committee means creating ground rules and setting expectations upfront.

Does this mean donors should be ignored until the plan is ready to be unveiled? Definitely NOT! While focus groups and surveys are great ways to secure donors’ feelings and opinions during the planning process assessment phase, it needs to be done thoughtfully. Asking donors to share their thoughts means giving consideration to what they actually have to say regardless of whether or not you agree with it.

Are there risks? Yes, of course, there are, but you can do this!

Don’t take my word for it. I found this great Do-It-Yourself resource guide on strategic planning for those of you who prefer a more traditional planning model. Click here to read more about “Step One: Who Should Be Involved?”

If you didn’t like the first quote about change from Anatole France, then try this BrainyQuote from Robert Gallagher on for size:

Change is inevitable – except from a vending machine.”

What have been your experieneces with involving donors in strategic planning (or any planning for that matter)? Did you experience difficulties? If so, how did you handle it? If you haven’t included donors in any of your planning processes, then what is holding you back and what needs to happen to help you feel better about doing so?

Kissing While Driving for non-profit agencies

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 “Kissing While Driving“. In this post, he uses an Albert Einstein quote to investigate the perils of “multitasking” in the workplace by employees. He puts forward that employees who are running back and forth between various projects are likely only doing an “adequate” job at best for their employer because as Benjamin Franklin once said, “Haste makes waste”. More importantly John concludes:

  • this likely impacts employee engagement and loyalty,
  • can be dangerous for the company whose reputation is based on quality, and
  • is less than satisfying for employees who take pride in their work.

Reading John’s post brought me back to my “frontline” days of non-profit work. I honestly think this blog post is even more applicable to non-profit agencies because of how they behave in “resource deprived” environments. When I was the executive director of my local Boys & Girls Club, I used to laugh when people asked me: “What is your job?”

I used to describe my work as a daily “sprint” through a series of very diverse and challenging situations.

  • 7:00 am — network with donors at Rotary Club
  • 8:30 am — meet with development director about an upcoming special event fundraiser
  • 9:30 am — prepare meeting materials for upcoming Finance Committee meeting
  • 10:00 am — meet with program staff about a recent hiccup that was brought to my attention by a parent or collaborative partner
  • 11:00 am — double-check the bank deposit against the donor database report and check log; go to bank and make the deposit
  • 11:30 am — Troubleshoot a tech problem that an employee was experiencing (and was preventing them from doing their job)
  • Noon — Go to lunch with a donor or board member
  • 1:30 pm — Hop on a conference call for the state alliance
  • 2:30 pm — Last minute prep for the board development committee meeting
  • 3:00 pm  — Attend the board development committee meeting
  • 5:00 pm — Walk through the clubhouse facility to see programs in action and catch staff doing “good things” as well as connect with the mission
  • 5:30 pm — Respond to email and catch up on stuff that washed into my office throughout the day (possibly screening some cover letters and resumes for a job vacancy)
  • 6:00 pm — Pull together some paperwork and process grant receivables
  • 7:00 pm — Prep for the next day, do a little planning, or take advantage of the silence in the office and write a few sections for a grant application or upcoming newsletter
  • 8:00 or 9:00 pm — Go home for some sleep so you can do it all over again tomorrow.

While every day wasn’t always like this, most days were this way. It is the cross that a non-profit executive director must bear when they operate in a resource deprived environment. It is exhausting, and it produces a situation where many mistakes are made. It is a minor miracle anything got done and that any progress was made. In the end, it was one of the top three reasons I chose to leave the frontline and go to work for the national organization.

Hmmmmm . . . yes, I’d say it was a lot like “kissing while driving”. I wasn’t very satisfied. I wasn’t as engaged in the things that were most important to the agency. I made mistakes and felt horrible about making them. I ultimately left for what I thought were greener pastures.

In hindsight, I wonder what I could’ve done differently:

  • invested in a volunteer program to expand human resources
  • engaged board members and donors in seeing and help solving these challenges (rather than celebrating the insanity)
  • adjusted the agency’s strategic plan to focus less on growth and more on deepening the impact

Of these three ideas, the one I think might bring the highest return on investment is the second bullet point that speaks to engaging board members and donors. As I look around at all of my non-profit friends, I see too many of them placating their boards by always saying “YES” rather than walking them through “cause-and-effect” scenarios pertaining to board room decisions (e.g. budget, staffing structure, new programming, etc). I also see many of them telling donors whatever they think they want to hear just to get another signed pledge card.

I have a hard time believing that if board members and donors saw what your day REALLY looked like that they wouldn’t want to jump in and help solve those challenges. Right? And with multiple people focused on solving these challenges, I suspect the odds go up dramatically that either the car gets stopped so the kissing can continue OR the kissing stops so that some work can get done.

In the end, it is your leadership that will solve this problem. Perhaps, it is a new Teachable Point of View that you adopt as the leader. Or maybe it is your embrace of tools like GRPI or RASI. Regardless, it most likely starts and ends with you. So, what are you going to do about it?

Are your days as crazy as the one I described above? What tools do you use to tame that beast? Have you ever engaged board members or donors in this discussion? If so, what were the results? Please use the comment box below to weigh-in with your thoughts. Remember to also check out other blog posts on organizational development by John Greco at his blog johnponders ~ about life at work, mostly.

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

Cookies, honor and Rush Limbaugh

I trust that most of you are up-to-speed on the controversy swirling around Rush Limbaugh and his recent comments about feminism, contraception, and prostitution. If not, I encourage you to Google it because I won’t waste another inch of space talking about it here on this blog. However, I will spend a little time this morning talking about what every non-profit organization in America needs to walk away from this news story learning.

Last night I was watching some “opinion-based programming” on one of those alleged cable news stations. When the Rush Limbaugh story aired, I started looking for the remote control to change the channel, but I changed my mind when I saw a graphic showing all of the sponsors who recently pulled their support over this controversy and one of those sponsors was the Girl Scouts.

I must admit that my first reaction was “WTF” . . . why were the Girl Scouts paying Rush Limbaugh to air cookie commercials? My second reaction was “I need to re-think my support of this organization”.

Your brand is important, and it represents something. In the case of the Girl Scouts, this is what their brand represents to me:

  • empowering young girls to believe they can do anything they put their minds to doing,
  • positive self-image and self-esteem,
  • feminism,
  • equality,
  • non-discrimination.

In my community, the Girls Scouts were one of the first youth development agencies to develop a nondiscrimination policy banning discrimination against kids and adult leaders based on their sexual orientation. Nationally, the Girls Scouts took the word “God” out of their pledge and made it optional for kids to say because they didn’t want to discriminate against girls who didn’t believe in God.

It was these issues that helped me form the aforementioned conclusions about the Girl Scout brand.

In a matter of just a few minutes last night, one news story called everything I believed about them into question.

The lessons that every non-profit organization needs to take away from this example is:

  • Your brand is important and it defines you.
  • Each of your donors holds a mental image of what you stand for in their mind.
  • When a donor sees something that doesn’t match up with their image of you, it can have devastating effects.
  • Everything you do provides an opportunity for the community and your donors to see your brand at work.

In the case fo the Girl Scouts, they made a mistake. They purchased radio ads and didn’t realize that some of their ads would air during “opinion-based programming” like The Rush Limbaugh Show. Ooooops!

However, your brand is also at risk every time you take your clients out in public. I once talked to a donor who saw his favorite charity at a Chicago Cubs game. As you can imagine, some of that non-profit’s clients were misbehaving and the donor openly questioned whether or not his contribution was having any impact.

Your brand is also at risk if your facilities or vehicles are poorly maintained. Both of these things are a direct reflection on who you are and what you stand for. Driving clients around town in a van or bus that doesn’t look safe tells donors that you either don’t value safety or don’t allocate their contributions wisely.

We all make mistakes, and the Girl Scout council in Portland, Oregon made a mistake that landed their national brand in a national news story. It can happen to you, and it can happen even if you are very careful. The best suggestion I have to offer is to make sure your agency operates with a written crisis management plan. If you are looking for a good resource to guide your efforts, the Colorado Nonprofit Association offers a nice white paper and template that you can access by clicking here.

Has your agency ever found itself in a similar situation as the Girl Scouts? If so, how did you handle it? Do you have a crisis management plan in place? If so, what does it look like and how often does the board of directors review it? Please use the comment box below to share your experiences and thoughts.

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

What do you do when your donor has “Gone Fishing”?

About a week ago, I ran out to California to visit an old and very dear friend. His name is Denny, and we met two decades ago while running Boy Scouts camps.

As I have done on a number of previous vacations including this one, I’ve continued to blog. However, today is my last day in California. It is a travel day, and I am not feeling especially well. So, when I opened this window this morning, I decided to “mail it in” for the first time ever and just post something that says “Gone Fishing”.

As I started to do exactly that, a thought rocketed through my head:

What do you do when your donor has “Gone Fishing”?

When you run a donor-centered fundraising program based on deep and meaningful relationships, it isn’t uncommon to know when your key supporters leave town.

So, if you consider yourself a truly donor-centered fundraiser, what do you do when your donor comes home? Here are a few ideas from a sick, road weary traveler:

  • Send them a card or an email that just says “welcome home” and “we missed you”.
  • Pick-up the phone, welcome them home, and ask how things went.
  • Invite them out for a cup of coffee and ask them to share the highlights of their trip.
  • Investigate the possibility of incorporating them into your programming (e.g. ask them to share pictures from the vacation via slide show with your clients, etc)
  • Invite them out for coffee and update them on what occurred while they were gone.

If this sounds a bit unusual to you, then please ask yourself what you’d do when a friend or family member comes back from an out-of-town trip. Wouldn’t you call them? Wouldn’t you totally want to see the pictures?

Please use the comment box below to share your thoughts and experiences. Now, if you’d please excuse me, I took a shot of NyQuil, and I’m going to go take a nap as I wait for my airplane.

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

Asking donors for advice? Buckle up!

I have a number of different bloggers who I really enjoy reading. One of those “favs” is Gail Perry who writes “Fired-Up Fundraising”. Last week, I received an email notice from Gail announcing that she published a blog post titled: “5 Insanely Successful Ideas for Getting in the Door to See Your Prospect“.

I just love her advice, and I suggest you click over and read her tips, too. While there isn’t anything there that you haven’t practiced, it really is great to see all of this written in one place.

However, Gail’s second tip — “Advice visit” — stopped me in my tracks.

The gist of this tip is:

  • Pick-up the phone
  • Ask the donor if you can have some time because you’d like to secure some “advice”
  • Set the appointment

I totally agree with Gail that this is a great way to get some “face time” with your donors. There is nothing more flattering than getting asked your opinion. Right?

So, where is the catch?

In my experience, I’ve found that asking for a donor’s opinion goes beyond just asking their opinion. It includes acting upon that advice or being able to explain why that advice was not acted upon.

Don’t believe me?

Imagine a situation where you ask a donor to help evaluate a special event. They offer some advice that just doesn’t align with your vision for the event, and you decided to ignore the suggestion. However, the donor is very excited about being asked their opinion and can’t seem let go of it.

What do you do?

This might cause some fundraising professionals to take a pass on asking donors for advice; however, it doesn’t have to be that way.

Here are a few suggestions for those of you wanting to engage donors by using the “Ask Advice” tactic:

  • Be genuine at all times.
  • If the advice isn’t what you expect, share your thoughts in a respectful manner.
  • If the ideas shared are complicated or seemingly unrealistic, ask them to help you explore their suggestions. You might be surprised. Or the donor might just learn more about your agency.
  • Always circle back with the donor and share with them what happened (or didn’t happen) as a result of their advice.
  • If their advice isn’t used, be able to explain why not.

Do you remember the last time your opinion was asked for and it wasn’t used? If so, I suggest you keep that memory close to your heart before employing this donor engagement tactic. It will serve as a great compass that should keep you on the path to success.

Have you ever found yourself in this situation? How did you handle it? Please use the comment box below and share your experiences. We can all learn from each other.

Here’s to your health!

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

And the Oscar goes to . . . Take Two

Yesterday, we talked about how donors are like a Hollywood movie and act as a mirror for your non-profit organization (e.g. reflecting what you’re about, who supports you, what messages resonate and which ones don’t, etc). If didn’t get a chance to read that post, click here and check it out. Today, I want to extend this conversation and talk about the power of testimonials and using video to capture them.

If you watched the Academy Awards on Sunday, then you may have noticed the myriad of “testimonials” sprinkled through out the television production. There were short little snippets showing Brad Pitt or George Clooney or Angelina Jolie or Sandra Bullock, and they were talking about their love of making movies. While watching those testimonials, here were some of the things I noticed:

  • Their words seemed “powerful” and captured my attention. They caused me to reflect upon why I love movies.
  • There was a sense of honesty in their words. It felt like they were bearing their souls.
  • I felt a connection to that person. It was almost an intimate conversation you have with a friend or family member.

That was my experience . . . I’m not sure if you felt the same thing. Did you feel it or was I drinking too much wine?

This experience got me thinking . . . why can’t non-profit organizations do the same thing? Interview donors on video. Ask them to recount the first time they were asked to donate to your organization? Why did they do it? Why do they continue doing it? What about your mission inspires them?

Sure, I can hear many of you already mumbling about costs and time, but does this need to be something really expensive or time-consuming? I own a flip camera and tripod. Microsoft MovieMaker isn’t that hard to use. Hasn’t technology come far enough where almost anyone can produce something like this without it looking like a train wreck? I think so. Don’t believe me? Then go spend a little time on YouTube. Sure, some of it is crap, but some of it isn’t all that bad either.

As I contemplated all of these thoughts yesterday, the most amazing thing happened. It was almost like the blogosphere gods were listening to my thoughts because one of my favorite bloggers — Jeff Brooks at Future Fundraising Now — posted his blog titled “How to make nonprofit videos that people share” and it landed in my email inbox. WOW!

Jeff shares 10 tips on how non-profits can produce great videos. I urge you to read Jeff’s post, and then circle back here to DonorDreams blog and share your thoughts and experiences using the comment box below. Has your agency done a similar project? What were the results? Were the time and money obstacles too high to overcome? What are the obstacles keeping you from doing something like this? Please remember that we can all learn from each other.

Here’s to your health!

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

And the Oscar goes to . . .

On Sunday night, I found myself at an Oscar party with some of my favorite local non-profit mavens. There was great food, great wine, and great company. I’m thrilled to report that I won the “voting contest” and walked away from the party with some very nice parting gifts. However, more so than anything else, I came away from Sunday with an epiphany about Hollywood and philanthropy.

This epiphany started with the realization that most of the films nominated for Best Picture were set in the past and a celebration of “where we’ve been” rather than future focused and a look at “where we’re going”. I thought  . . . “Hmmmm, the film industry is like a mirror and reflects the mood and values of our society.”

At this point, I started wondering about what Hollywood has captured in past years on the big screen about non-profits, charitable giving, donors, and philanthropy. So, I of course Googled it and surprisingly found very little on the subject until I used the following search words: “movies about giving back”. Ah ha . . . eureka! As you can imagine, there are a number of movies that are either themed or have threads of “giving back” as part of their plot.

In April 2011, FilmBuff blog shared what they thought were the top five films about “giving back”:

  1. Pay It Forward
  2. It’s a Wonderful Life
  3. Milk
  4. Young Mr. Lincoln
  5. Exit Through The Gift Shop

My very next thought took me back to the final scene in It’s a Wonderful Life, when George Bailey is in his living room surrounded by all of his friends and neighbors and they are supporting him and “giving back”. It made me think that movies aren’t just mirrors, but so are the people who surrounded us . . . and . . . for non-profit organizations those people are our donors.

This thought smacked me upside the head and the following questions rushed forwarded:

  • What do your donors look like? Are they men or women? Are they white-collar or blue-collar? Are they old or young?
  •  What are those donors telling you? Are they saying that you solicit them too often or not enough? Are they asking lots of questions about what you do with their dollars?
  • How often do your donors stick around? Have they been giving to your agency for a long time or do many of them just give to you once?
  • What would your community look like if your non-profit organization had never been born?

The reality of the situation for many philanthropy driven non-profit organizations is that donors represent the real life motion picture films unfolding all around us. So, without the benefit of filming those interactions, how does your agency capture those pictures? Is your donor database like a video camera? Do you use tools like interviews, focus groups and surveys much like film directors use scripts, storyboards, and dress rehearsals?

If you are “recording” all of these things, then what are you doing with the information? Are you folding it into your resource development planning process? Are you using it to adjust your strategies and tactics? Are you using it to engage others around your mission? Are you monitoring and tracking your results? If so, what have been your results?

Lots of questions today! Do you have some of the answers? If so, please scroll down and share them by using the comment box.

Oh yeah, I almost forgot to ask . . . What is your favorite movie of all times that deals with non-profits, charitable giving, donors, philanthropy or giving back?

Here’s to your health!

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

How to Use Social Media to Plan and Promote Special Events

This past week, Erik dedicated his posts to discussing unique special events. In this, “Mondays with Marissa” post, I thought I’d continue the subject to explore some social media tools that you can use when planning and executing your upcoming event.

Google Docs

Collaborating with co-workers and volunteers is a huge part of planning an event. Google Docs makes collaboration easier. By using Google’s free suite of products teams can collaborate on documents, spreadsheets, presentations, drawings, and forms. An entire team of people can be working on the same document at the same time.

Facebook

You can’t deny it, Facebook is what most people think of when they hear the words “social media”. So, how can you use it to your advantage when it comes to event planning?

Invite peopleCreate a public event and invite everyone that has “liked” your page. Not only will this give people the logistics of when and where the event will be held, but this Facebook function includes a “wall” where people can post updates. This allows you to create a dialog and converse with donors. It also empowers supporters to invite other people to attend the event with them.

Share photos – In the days preceding the event, post photos of decorations, raffle prizes or any other items you think would entice people to join you at the event. Furthermore, you can also encourage attendees to take photos during the event and tag your agency in the post.

Update your status – This seems like simple advice, but Facebook is only a powerful social networking tool if you use it. Don’t forget to let people know what’s going on and consistently update the status on your page.

Twitter

Twitter is a great way to get the news out quickly. Here’s a simple tip to make twitter a tool for your event:

Create a hashtag – A hashtag is found at the end of a tweet and is a phrase with a pound sign at the front of it. Why is this important? Hashtags make searching Twitter easier. (Maybe you’ve seen Jimmy Fallon play the hashtag game?) Creating a hashtag is as simple as typing, nothing special needs to happen. Twitter will just highlight the hashtag and link all tweets that contain it. By creating a hashtag for your event, you can easily see what people are saying about it. Also, if you get enough people to tweet with your hashtag, it may become a “trending topic” and show up on the twitter homepage.

Here is a thought . . . post different mission-focused factoids around the room and ask participants to “tweet” the fact (using the hastag, of course) every time they find one. The person who ends up tweeting the most number of agency facts receives a special recognition at the end of your event program.

Foursquare

Foursquare is a “check-in” based social network where users can earn points and badges by checking-in to different places. Here are some tips on how to use Foursquare for your event.

Create your own venuecreate a venue within Foursquare for the site of the event. This will allow Foursquare users to check-in. Make sure you also claim ownership of the venue as well.

Leave a tip – Part of the fun of Foursquare is finding out what people are saying about places. You can leave tips for attendees such as “Check-out the wine tasting package in the silent auction . . . such a value!”

Create a badge – Foursquare users LOVE badges. You can create you own badge that people can earn just by checking in. The badge can even have your logo on it and be tailored to the event.

Specials – Business owners are allowed to create specials that give Foursquare users extra perks while checked in. Here are two ideas that could become another revenue stream for your event:

  1. secure a sponsor that will make a donation every time a donor “checks in”.
  2. give your supporters another entry into your raffle when they check-in on Foursquare from your event.

Whichever social media tool you choose, there a few key points to keep in mind:

Everything is public – encouraging donors to use social networking to benefit your special event increases the public knowledge of your event. This can be a great thing or a not-so-great thing. Just be prepared to monitor what people are saying and be involved in the conversation.

Learn about the event after it is over – the great thing about social media is that most of it stays out in the open for a while. Make sure you and your team look at the photos posted by attendees, read the tweets, accept new friend requests, read the foursquare tips and so on. Use all of this information when planning your next event. Post-event evaluation is a best practice, and using information secured via social media is just one more thread of data that needs to be reviewed.

Have you used social media to promote or plan your event in the past? What worked best for you? Let’s discuss in comments!