fundraising – Page 24 – The Healthy Non-Profit

Dear board volunteers . . . Can we please follow our fundraising policies?

May 1, 2013 erik Board development, Fundraising

DonorDreams blog is honored to be hosting the May 2013 Nonprofit Blog Carnival. The theme this month is “Dear board volunteer . . .” and the idea is “If you could write an anonymous letter to a nonprofit board about something they do that drives you crazy, what would that letter look like and what suggested solutions would you include?” If you are a blogger and would like more information on how to participate and submit a post for consideration, please click here to learn more.

I wanted to expand the Nonprofit Blog Carnival concept in May. So, I reached out to real non-profit professionals and asked them to also write an anonymous letter to their board volunteers. These people are executive directors, fundraising professionals, board members, donors, community volunteers, consultants and front line staff. I promised everyone anonymity in exchange for their submissions.

We will celebrate May’s Nonprofit Blog Carnival on Wednesday, May 29, 2013. Up to that fun-filled day, I will publish real anonymous letters every day from real non-profit professionals right here at DonorDreams blog.

I hope you enjoy this real look at real issues that our community deals with on a daily basis.

Here is today’s letter:

Dear Board Members,

We are so excited that our upcoming fund raiser is nearly at capacity. You all have done an outstanding job in talking up the event to your friends and colleagues, and in getting others to buy tickets to the event. Thank you for that.

Several years ago, you established a process that let each event committee determine the policies around which each event would operate. Once the policies were established by each committee, they were accepted or modified by the full Board. Now I know that each of you did not agree personally with all the policies, but majority rules and the policies were set, or at least I thought so.

To my surprise, and dismay, now I find out that there are many of you asking, assuming, or demanding that we don’t enforce these policies, at least as it concerns you. Some of you want to bring more people with you, of course at no additional cost. Some of you even think you should be allowed to come for free because you are a Board Member.

Good grief, this is a Fund Raising Event. It is designed to make money! Don’t you get it?

Now here is what really ticks me off. You don’t call or email me — the executive director — with these ideas. No, you call or email my event staff, who are already intimidated by you. What kind of spot do you think this puts them in?

So what do we do about this?

First, if you want to make a difference in how an event operates, volunteer to serve on the committee that designs the event. We would love to have more of you actively engaged in these committees. Second, when the committee presents the event at the Board Meeting, speak up, express your concerns then. Make your vote count. Third, once the Board accepts the policies surrounding an event, accept them. We all need to follow the direction the Board sets.

And please, call or email me if you are having issues or concerns with an event. Calling or emailing my staff with this sort of thing just isn’t appropriate or helpful. However, you must know that while I will listen to you or read your email, I will always back up the Board’s decision. You really would not want me to do otherwise.

Sincerely,
Lonely at the top

If you have some advice for the author of our anonymous letter, please be respectful and share it in the comment box at the bottom of this post.

Here’s to your health!

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

Nonprofit blog carnival: “Dear board volunteers . . .”

April 30, 2013 erik Board development, volunteers

I love the Nonprofit Blog Carnival because it is an online collaborative space where bloggers can focus on a specific nonprofit theme and readers can easily access different points of view on the same topic. I am very honored and humbled that the DonorDreams blog will host the May Nonprofit Blog Carnival.

Let’s get this party started with the immortal words of Dr. Seuss from “Oh, the Places You’ll Go!“:

Congratulations!
Today is your day.
You’re off to Great Places!
You’re off and away!

You have brains in your head.
You have feet in your shoes.
You can steer yourself
any direction you choose.

Attention all bloggers: Calling for submissions to the May 2013 Nonprofit Blog Carnival

The theme for May’s Nonprofit Blog Carnival is . . .

“Dear Board volunteers . . .”
If you could write an anonymous letter to a nonprofit board about something they do that drives you crazy, what would that letter look like and what suggested solutions would you include?

carnival mask

I encourage you to have a little fun with this topic. You can write it from any of the following perspectives:

executive director
fundraising professional
fellow board member
nonprofit consultant
donor
volunteer
program staff

You can also theme your letter on any number of issues pertaining to: fundraising, board development, leadership, financial management, planning, organizational culture, volunteerism, etc. The possibilities really are endless!

And remember to keep the letter “anonymous” just like the Mardi Gras carnival!

Go visit April’s Nonprofit Blog Carnival hosted by Katya’s Non-Profit Marketing Blog

In April, the carnival was hosted by Katya’s Non-Profit Marketing Blog and the theme was “Best Advice“. She asked bloggers to consider the following questions:

How has it transformed your work?
What is your own best single piece of advice for people who work at nonprofits?

If you’re interested in reading what some very smart and talented bloggers had to say about this Nonprofit Blog Carnival theme, click here.

But wait . . . there’s more!

If you couldn’t tell from my introduction, one of my favorite writers is Dr. Seuss, and he has been described by many as an “architect of social change“. In my opinion, the genius behind his writing is that he talked about social issues in a way that even a child could understand.

So, those of you who can incorporate some reference or tip of your hat to Dr. Seuss in your Nonprofit Blog Carnival submission for May will get bonus points.

It can be as simple as incorporating a quote or a moral to one of his stories into your anonymous letter to nonprofit board volunteers. Or it can be as complex as composing your entire letter in a Seuss-like format.

I’ll even help by providing you with these online resources and ideas:

What exactly do bonus points get you? Simply put, it increases the chances that your blog post will get included in the Nonprofit Blog Carnival in May, which will be published on the DonorDreams blog platform on Wednesday, May 29th.

Finally, if you choose to accept the Seuss-challenge, be careful about copyrights, trademarks, and all of that legal stuff.

How to submit your work for consideration?

You are welcome to write your blog in a house or with a mouse or in a box or with a fox; however, I must receive your submission by the end of the day on Monday, May 27, 2013:

How do you submit? Simply email the following information to nonprofitcarnival[at]gmail[dot]com:

Your name.
The name of your blog.
The permalink of your post.

Who will make the decision on what gets included?

During the entire month of May, I’m turning the DonorDreams blog over to the Nonprofit Blog Carnival theme of “Dear Board Volunteers . . .”

In the last few weeks, I’ve invited a ton of executive directors, fundraising professionals, board volunteers, and nonprofit consultants to do the same thing that I’ve invited you to do, which is write an anonymous letter with some advice in it to their nonprofit board volunteers. Of course, I didn’t ask them to get creative with the Dr. Seuss curveball because they aren’t creative bloggers like you! 😉

I am publishing their work at DonorDreams throughout the month of May. (If you are looking for some inspiration, I encourage you to periodically click over to DonorDreams. Something you read may just spark a blog post for you.)

I will ask those nonprofit professionals and volunteers who get published at DonorDreams in May to help me judge what you and other bloggers submit at nonprofitcarnival[at]gmail[dot]com. Remember, the big carnival celebration happens on Wednesday, May 29th.

Miscellaneous details?

Click here to learn more about the Nonprofit Blog Carnival. If you want to view the archives, then you want to click here.

Do you want to become a “Friend of the Carnival” and receive email blasts twice a month with reminders about the Carnival? Click here if you want to receive those reminders.

Here’s your final piece of Seuss-inspiration: “You’re on your own. And you know what you know. And YOU are the one who’ll decide where to go . . .”

I am very much looking forward to see what you decide to do and where you decide to take this month’s Nonprofit Blog Carnival.

Here’s to your health!

Are you building your future base of Millennial donors?

April 24, 2013 erik Fundraising, volunteers

Did you see it? Did you see the front page news in USA Today Monday on Monday, April 22, 2013? The article by Hadley Malcolm was headlined “Millennials show no e-fear“. In a nutshell, this entire article boils down to one simple idea. We are going through an economic paradigm shift, and we’re moving to something economists are calling “The Participation Economy“. I believe fundraising and non-profit professionals need to pay attention because this will likely have a HUGE impact on the future of philanthropy.

So, what is “The Participation Economy“? Jeff Fromm, who is a blogger at Millennial Marketing and co-author of Marketing to Millennials (ugh … how old fashion . . . a book . . . what is THAT?), really describes it well when he says in USA Today:

“They’re (millennials) willing to accept advertising, but they want something out of it. The willingness to share where we are, who we’re with, what we like with the virtual world is part of ‘the participation economy’.”

The reporter dug up some interesting data from the University of Southern California’s Center for the Digital Future:

25% of Millennials would trade personal info in exchange for more relevant advertising (for those of us 35+ years old only 19% agreed with this statement)
56% of Millennials would share their location to receive deals from nearby businesses (for those of us 35+ years old only 42% agreed with this statement)
51% of Millennials would share info with a company if they get something in return (for those of us 35+ years old only 40% agreed with this statement)

Consumers are willing to “participate” if they get something in return, and this especially applies to younger consumers (aka people who will have the money in the not-so-distant-future).

Looking at this from a different angle, people are willing to ENGAGE if they get something in return.

If you want more proof, I suggest that you turn on your television set. The shows that people tune into most are participatory (e.g. American Idol, The Voice, etc).

What does any of this have to do with your non-profit and your resource development program? Well, here are just a few of my thoughts:

Millennials live their lives in both the physical world as well as in the virtual world. Fundraising programs will need to set-up shop in both spaces in the future.
Ten years ago, many of my fundraising colleagues warned against over-investing in ePhilanthropy strategies because Millennial donors were young and years away from participating in serious philanthropy. Well, the oldest Millennials are now 34-years-old. Uh-oh! I think “the future” is knocking on the door. It might be time to get serious about what ePhilanthropy looks like and what strategies and tactics are effective.
The idea of PARTICIPATION holds the key to engagement for this up-and-coming generation of philanthropists. So, it stands to reason that if you want Millennials to take the place of their Baby Boomer parents over the next 10 years, then your resource development program can’t simply treat donors like Cash Station machines (ATM). We need to get beyond the “you ask and then you get” mentality. We need to shift our paradigm to “you involve, you ask, they give, and they stay involved“.

At first blush, we’re obviously talking about volunteerism being the key to engaging the next generation and developing your future base of donors. Here are a few interesting resources for those of you who understand that you have some work to do around strengthening your agency’s volunteer recruitment and management program:

However, I think focusing on your volunteer recruitment, management and retention program and strategies is just the tip of the iceberg.

Here is a crazy thought out of left field. What if you and a handful of Millennial aged supporters sat down and asked the question: “How do we build great participation (both physical and virtual) strategies into our resource development program?” Here are a few wacky questions and ideas to chew on:

How can your agency partner with the business community to entice Millennial consumers (aka donors) to “check-in” on Facebook or Foursquare at a local business. What benefit will the business get out of it? What benefit will your agency get out of it? What benefit will the consumer (aka donor) get out of it? How can the business and your agency share that data? What will you do with it once you have it? For some reason, I am envisioning a scavenger hunt fundraiser. I am also envisioning passports with QR codes linked to YouTube videos containing clues, instructions and cultivation/stewardship info.
How can you get your Millennial aged donors to participate in the act of allocating where their donation goes? Are we at the threshold of entering “The Restricted Gift” era? What can you do to involve donors as volunteers in programs that their contribution helps support?
What tools will your fundraising volunteers need in their toolbox if they are going to evangelize you mission online and solicit people in the virtual world? Will those strategies need to look different than the current structured campaigns we’ve been running in the physical world? If so, what accountability and urgency strategies will fundraising professionals need to develop in order to drive productivity?

Does your head hurt? I know mine does. So, let’s focus on one simple question: “What two or three things can you and your agency do to start transitioning your resource development program into alignment with the new ‘Participation Economy’?” Please scroll down and share a few thoughts in the comment box below.

Here’s to your health!

Fundraising professionals say “Open sez me”?

April 23, 2013 erik Donor-centered fundraising, Fundraising

When I was a kid, I loved to watch cartoons. One of the first cartoons I fell in love with was Popeye. It was because of this early childhood idol that I first ate my spinach. It is also why I’ve been struggling with something I recently read in Tom Ahern’s “Love Thy Donor” eNewsletter.

First things first, here is the passage I’m referencing in Tom’s recent publication:

Last year, my colleague Jen Shang, “the world’s first philanthropic psychologist,” as the New York Times dubbed her (and wife of chief fundraising researcher, Adrian Sargeant) was quoted. “Seven adjectives define what Americans see as a ‘moral’ person,” Jen told the reporter. Here are those seven words, in a sterling silver bracelet custom-crafted by Roxysjewelry.com. The adjectives: kind, caring, compassionate, helpful, friendly, fair, hard-working, generous and honest.

So, what does Popeye have to do with any of this for me?

Well, there is an episode where Popeye meets Ali Baba’s Forty Thieves and one of the lines of dialog is:

“Open sez me!”

These were magic words that opened something like a cave or possibly his can of spinach. The bottom line is that these were magic words.

When I read Tom’s eNewsletter, all I could hear was Popeye reciting those nine magic adjectives: kind, caring, compassionate, helpful, friendly, fair, hard-working, generous and honest.

Here were some of my initial thoughts:

Jen Shang told the New York Times reporter that there are “seven words,” but I could “nine words” on that bracelet. Where did the extra two words come from? Hmmmmm? I smell a mystery! Perhaps, this is where Scooby Doo and his meddling friends enter the picture?
Wow! How can I use these magic words in my donor communications? If I use them in a solicitation vehicle (e.g. mailing, email, social media campaign, annual campaign case brochure, etc), will they be as magical as when Popeye uttered the words “Open sez me“?
Is it the use of the those words or are these feelings and conditions I need to establish in my donor communications?
A little voice inside my head is starting to crowd out Popeye, and the name of that voice is Penelope Burk. I’m beginning to worry that this doesn’t feel very “donor centered”.
Maybe I should start getting concerned about all of these voices in my head! 😉

OK, OK, OK . . . I think I can reconcile my concerns about magic words and donor centered fundraising. However, that is another topic for another blog. I suspect a case can be made for the nine adjectives being the essence and soul of donor centered fundraising if you use them as guiding principles rather than magic words in a direct mail solicitation.

Let’s keep today’s blog post at 50,000 feet and end it with the following questions:

How do you instill any (or all) of the nine magic words as principles into your donor communications? In other words, what do you do and how do you say things to make a donor feel like they are being: Generous? Helpful? Honest? Compassionate? etc

Can you share some examples? If so, please do so in the comment box below.

Here’s to your health!

Can you read your donor’s mind?

April 22, 2013 erik Donor-centered fundraising, Fundraising

Ever since the first day I was introduced to the concept of fundraising, I’ve seen lots of people around me struggle with one basic question: “Why do people make charitable contributions to non-profit organizations?” Maybe it is just me, but I think our profession is obsessed with finding an answer to this question.

Here are just a few examples of situations where I’ve seen a version of this question debated:

Board volunteers who are reluctant fundraising solicitors trying to rationalize why they won’t make an ask,
Fundraising volunteers who are grappling with an organization’s internal case for support document, and
Fundraising professionals and non-profit executive directors who are trying to craft a strategy or develop a resource development plan that results in increased revenue.

This question reminds me of the plot in “Moby Dick“. The characters I just described above are Ishmael, and the answer to the question that I posed in the first paragraph is Moby Dick. Am I off base? Or is this one of those age-old questions that are elusive and difficult to really answer?

Last night I was back in my basement unpacking boxes and I came across more training materials from the Boy Scouts as well as Boys & Girls Clubs of America. Those two documents got me thinking about this topic.

The following are the “six reasons why donors give” according to my Boy Scout training material:

They are asked.
They believe in the ideas of the organization, and care.
To achieve prestige and recognition.
To seek power and influence.
Because of peer pressure.
For tax consideration.

When I looked at the Boys & Girls Club’s training handout, it was based on survey research found in Jerold Panas’ book “Mega Gifts“. In that book, he listed TWENTY ONE reasons donors give (e.g. major gifts individuals who give more than $1 million) to non-profit organizations and he listed them in the order these individuals ranked them. I won’t give you the entire ranked list (because you need to click the link above and buy his book), but here are the top six for comparative value to the Boy Scout’s list:

Belief in mission of the institution. (1)
Community responsibility and civic pride. (15)
Regard for staff leadership. (17)
Fiscal stability of the institution. (20)
Respect for the institution locally. (4)
Regard for volunteer leadership of institution. (9)

After each of the ranked reasons, I provided a number in parenthesis. The number in parenthesis is where fundraising professionals ranked the same reasons they believe donors give to their charities.

What conclusions can we draw from all of these lists? Here is what I think:

Generalizations are dangerous, and we need to stop stereotyping donors’ intentions.
I believe donors are like snowflakes. While there might be a few generalizations we can make, we need to invest time into getting to know our donors and understanding their individual motivations.
Reviewing all of the lists and rankings, we apparently don’t know as much as we think we know.

What strategies and tactics do you and your organization use to figure out donor intent on an individual level? Are there big reasons you believe donors give to your agency that aren’t on any of the aforementioned lists? Please share your thoughts and ideas in the comment box below because we can all learn from each other.

Here’s to your health!

Donor says: “Less selling. More serving.”

April 18, 2013 erik Fundraising

Over the last few days, I’ve had the pleasure of doing one-on-one donor interviews for a client of mine. I just love it when I get an opportunity like this because there is nothing more enlightening than chatting with someone about their philanthropy.

I don’t know about you, but I sometimes develop a blind spot about what I think donors know versus what they don’t know when it comes to the fundraising profession. For me, it is that “Wizard of Oz” moment where the wizard is discovered by Toto and his response is: “Ignore the man behind the curtain.”

So, it is always startling to me when a donor engages in a fundraising process conversation with me. This is exactly what happened yesterday during one of my donor interviews.

The donor I am referencing simply said:

“The non-profit sector needs to have a paradigm shift. They need to move from selling to serving.”

This opened the door to a rich conversation about the importance of stewardship and loving your donors. (Believe it or not the words ‘stewardship’ and ‘loving your donors’ came out of his mouth and not mine.)

The idea of putting less time, energy and effort into SELLING and redirecting it into SERVING (e.g. stewardship) has been top of mind for me lately because I signed up for Pamela Grow’s four week eCourse titled “Monthly Giving: The Basics & More!”

Literally, the night before this donor interview, this is what I read in the first week’s materials:

“One of the most amazing things about monthly giving is that once a donor signs up for a monthly giving program, you can stop asking them for money, because the person is giving you money each and every month. Instead of making regular asks, you can focus 100% on stewarding your donors. Imagine, donors that get tons of attention from your non-profit, and none of it an ask!”

I’ve always been fascinated by monthly giving, but I’ve never had an opportunity to develop or run such a program. So, my curiosity got the best of me and I signed up for this eCourse.

I’m not suggesting that the silver bullet for your resource development program is a monthly giving program. Heck, I’ve only read the first week’s worth of reading materials. Truth be told . . . the case for support is compelling, and I’m excited to learn more.

At the intersection of this eCourse and yesterday’s donor interview, I am left wondering what other non-profit organizations are doing to shift more of their time into stewardship activities?

I suspect the reason monthly giving programs are appealing is because it recognizes a basic truism, which is there is only so much time in a fundraising professional’s day and the money needs to come in the door. Investing in the development of a monthly giving program creates an environment where solicitation time can be converted into stewardship time.

I’m going to stop here because you need to sign up for Pamela’s eCourse if you want to learn more.

What are you and your organization doing to invest more time into “serving your donors“? What does that look like? How are they responding? Please share your thoughts and experiences in the comment box below.

Here’s to your health!

The best advice I ever got . . .

April 17, 2013 erik Board development

On Monday, Dani Robbins’ Non Profit Evolution blog started off with these words, “The best advice I ever got as a nonprofit CEO was . . .” Since reading those words, I’ve had a delightful dinner with Dani at a great Indian restaurant in Columbus, Ohio, and we talked a lot about those days when we were both young non-profit executive directors.

For some reason, I can’t get the words from her Monday blog post out of my head. Every moment that my mind gets a chance to wander, it comes back to a simple question, which is “What was the best advice I ever got as a non-profit CEO?”

Honestly, there was so much advice that at times it felt overwhelming. EVERYONE had an opinion because EVERYONE thought they knew how to do my job. I believe this is a cross that every nonprofit executive director must bear.

Of course, there was someone in my life who could do my job because he had done it before. His name was Fred Paulke, and he was previously my executive director at another agency.

I bring Fred into the conversation because there are two great pieces of advice that Fred gave me, and I can’t decide which one is “the best“.

Committing yourself

The first piece of advice was to stop “over promising and under delivering.”

Fred did a resource development audit for me, and one of his findings was that I had a tendency as a young executive director to over promise and under deliver to board members and donors.

Embarrassing? Ummmmm . . . yeah!

However, true friends tell you when you have a bugger hanging off the tip of your nose. Am I right?

So, the best advice I may have ever received is “STOP DOING THAT!”

In fact, I believe the advice was to “find ways to reverse this habit and start under promising and over delivering.”

Simply put, every time you under deliver you’re eroding your credibility. If you do this enough times, board members and donors will cease believing you when you tell them that you will do something for them by a certain time.

Additionally, being late with something that you promise a board member or donor (or anyone really) is nothing short of: 1) poor customer service, 2) poor stewardship, and 3) unprofessional.

Truth be told? I still struggle with this today. This simple idea turns out to be not so simple.

Do you also struggle with over promising and under delivering? Don’t quickly dismiss this question. Give it some thought.

Do you tell board members that you will have board materials out one week in advance and actually get it into their hands three or four days in advance?
Do you tell donors that you will get their gift acknowledgement letters in the mail within 24 hours of receiving their contribution and actually take two or three days after a big event?
Do you intend to publish your newsletter quarterly and actually only get around to it twice a year?
Does your website and Facebook page go weeks or months without getting fresh content?

I suspect that many of us struggle with this issue, and it isn’t because we’re bad people. I think most of us are eager to please and want to do good.

If you struggle with over promising and under committing, you may want to check out Tiffany deSilva “Seamless Success” blog post titled “Overwhelmed? You Might be Over-Promising and Under-Delivering“. She has a few simple tips to help you knock it off.

Prioritizing

The other great piece of advice Fred gave me when I was a young executive director was this:

10% to 20% of the people you meet and work with are going to love you (and will likely love you through thick and thin);
10% to 20% of the people you meet and work with are going to be critics (and will likely never like you or what you’re doing)
There will be 60% to 80% of the people with whom you meet and work that don’t have any opinion of you and your work. They are a blank slate and persuadable (at least in the very beginning of your relationship).

Fred explained that it would be really easy to spend all of my time with the people who love me. Who doesn’t love a “love feast”??? It also would be really easy to spend all of my time trying to win over the critics.

If you are interested in getting the best return on investment on your time, his advice was to focus on those in the middle. Doing so is a sure-fire recipe for success.

The reason I love this advice is because the moral to the story pertains to how important it is for executive directors (and really anyone) to prioritize their time, energy, and resources.

So, what is the best advice you’ve ever received as a non-profit executive, fundraising professional, or non-profit volunteer? Do you have tips to share on how not to over promise and under deliver? Do you have best practices on prioritizing your time? Please pay-it-forward today by sharing your thoughts in the comment box below.

Here’s to your health!

On which level of fundraising hell will I see you?

April 16, 2013 erik Fundraising

Let me start today’s post off with this simply observation: “Jeff Brooks is an evil genius!” If you aren’t subscribed to or periodically clicking over to read Jeff’s blog — Future Fundraising Now — then you don’t know what you’re missing.

When I started blogging two years ago, I did a little research. While I found a number of great tips, one piece of advice really resonated and stuck with me. If you want to become a great blogger, then you need to subscribe to and read other blogs. In other words . . .

read a lot,
pay attention to what others are doing,
be open minded and willing to adapt,
participate and collaborate with others, and
commit to becoming a life-long learner.

If you read my blog regularly, then you can probably tell that I took this advice to heart and I consume a lot of other people’s blog content.

One of the blogs I follow regularly is Jeff Brook’s Future Fundraising Now. In addition to awesome content, the thing I really love is that his posts are always short, sweet and to the point. I am envious of his brevity (something with which I obviously struggle).

So, why am I using today’s post to proclaim my blogger crush on Jeff Brooks? Because for the last few Mondays he has kept me in stitches with his nine part “Fundraising Hell” series where he modified Dante’s Inferno for fundraising professionals.

While he still has a few weeks to go, you should take a few minutes out of your busy day to read his first seven posts (remember they are short unlike mine):

As many of you probably do, I periodically look back upon my career and reflect upon the mistakes I’ve made. When I’m feeling charitable, I look back upon my “lessons learned.” When I’m feeling pitiful and sorry for myself, I look back shamefully and wish there was a “do over button.”

Before being introduced to Penelope Burk and her donor-centered fundraising paradigm, my after-life probably would’ve been spent in fundraising hell on “Level 4: The Greedy and Wasteful“.

Are you a non-profit professional who strives to be a “life-long learner“? If so, how do you do that? What resources do you consume on a regular basis that adds to your knowledge base and feeds your non-profit soul?

Looking back upon your fundraising career, in which level of fundraising hell would you have found yourself if you had not started walking the path of righteous fundraisers?

I will end today’s post by asking you a BIG FAVOR. Please share with me other blogs that you follow and believe bring you tremendous value from a non-profit and fundraising perspective. I want to beef up the BLOGROLL section of the DonorDreams site by including websites and blogs you find inspirational and helpful.

WOW! There are three paragraphs of questions embedded in this mornings blog post. Well, you know what to do. Please scroll down to the comment box and share a few of your thoughts. Why? Because we can all learn from each other.

Here’s to your health! (And here is hoping you avoid fundraising hell! LOL)

Great non-profit advice from those boxes in my basement: Part 1

April 8, 2013 erik Fundraising

In the corner of my basement, there is a small mountain of boxes from my last place of residence. It is stuff that was deemed unimportant at the time of unpacking, but important enough (for whatever reason) not to throw away. Of course, almost seven years later none of those boxes have been touched, which begs the question: “Can any of it be important and can we trash it?”

I opened my first box last night and found a treasure trove of training materials from when I worked for the Boy Scouts as a District Executiv in the 1990s. Yes, I did have the internal fortitude to put all of it in the recycling bin this morning. However, I decided that the readers of this blog might find some of it helpful and useful.

Throughout the week, I will periodically post some of the wisdom from those training documents here on DonorDreams. Hopefully, you will find some value in it.

Today, I will share with you the contents of a laminated card that measures two inches wide by three inches tall. The title on this card reads: “Elements of a Successful FOS Campaign.”

FOS is an acronym that stands for “Friends of Scouting,” which is an annual campaign pledge drive that every district executive runs in the beginning of the calendar year.

This laminated card contained the following eight pieces of advice for running a successful annual campaign:

Follow the plan.
Recruit the “right” volunteer.
Conduct effective prospect and evaluation meetings.
Conduct quality kickoff meetings.
Schedule report meetings.
Hold a first-class victory celebration.
Follow up in a timely manner.
Follow the plan.

Succinct. To the point. Right on target.

Does your agency run an annual campaign pledge drive? If so, what is missing from this 2×3 laminated card? Anything? What advice would you add? Or did the scouts hit the nail on the head? (And isn’t it amazing how much you can capture in such a small space when you put your mind to it?)

Here’s to your health!

The Millennials are coming: Non-profits will either evolve or die!

April 5, 2013 erik Fundraising, organizational development, Planning

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

In a post titled “Survival Is Not Mandatory,” John talks about our always changing world and workplaces and how we need to evolve in order to remain viable and relevant. His conclusions are simple: 1) Evolve or die and 2) Survival is not mandatory.

Sometimes timing is everything. When I read this blog post, I was on the treadmill with my new iPad with Morning Joe on the television in the background. The television talking heads were droning on about marijuana legalization and they flashed the following graphic on the screen:

My first reaction was “Huh, it’s interesting that the opinion lines recently crisscrossed.” My second reaction was “Hmmmm, where have I seen another graphic like that?” And within moments, I remembered that the other similar graphic was this one about same-sex marriage:

These two thoughts were colliding in my mind as my feet trudged along on the treadmill, and then my eyes went back to my iPad and John’s blog post about change. My first thought was “What is driving all of this immediate change so quickly?” And my second thought was “I wonder what implications these trends may have for non-profit organizations, fundraising, resource development and philanthropy?” Almost immediately, I remembered seeing the following chart in a Giving USA Spotlight newsletter:

It was at this point I realized the meteor has hit our planet, the weather patterns are changing, and change is starting to happen rapidly. The change we’re experiencing in our society is exponential.

If you are scratching your head and find yourself saying “HUH,” then I encourage you to look more carefully at the previous graphic. The oldest members of the Millennial generation are already in their 30s. Combine this with the fact that the Millennial generation is almost as large as the Baby Boomer generation (e.g. 79 million Boomers vs. 75 million Millennials) and then factor in the 51 million GenXers, and you have the recipe for rapid change.

Still not convinced? The consider the fact that every day for the next 19 years it is estimated that 10,000 Baby Boomers will retire EVERY DAY. In 2014, Millennials will make up 26% of the workplace and this number will soar to 36% by 2020.

Let’s face the grim realities here:

Every single day there are a number of Silent/Greatest generation and Baby Boomer generation individuals who are dying and retiring.
Every single day there are a number of Millennials who reach voting age and enter the workforce.

LOL . . . I am reminded of that famous quotation by Ross Perot speaking to that “giant sucking sound”. In this instance, I don’t think we’re talking about NAFTA. In this example, that giant sucking sound is the vacuum being filled by Millennials.

So, what is the end result? What does all of this mean for non-profit organizations? Fundraising? Philanthropy?

Well, I am not a fortune-teller, but the following thoughts have crossed my mind:

The workplace characteristics for non-profit organizations will change quickly.
The donor profile will change quickly.
The client profile will also change quickly.

I suspect most “best practices” won’t change (e.g. face-to-face solicitation is the most effective way to secure donations), but I can imagine that strategies and tactics need to adapt and evolve. For example . . .

We know that once a donor retires their charitable giving habits seem to change. With 10,000 Baby Boomers retiring every day, I suspect resource development plans need to evolve because at this point in time Boomers make up the bulk of most agencies donor databases. (Did you know that 69% of Boomers donate to charity compared to 33% of Millennials? Source: Center on Philanthropy Panel Study)
We know that direct mail is effective with Baby Boomers much more so than it is with Millennials.
I suspect that fewer Millennials physically own checkbooks than their Baby Boomer counterparts.

(I wonder how eBanking impacts traditional charitable giving systems?)
We know that Millennials volunteer at higher rates than any other generation.

John ends his post by simply stating “But survival is not mandatory.” This revelation is striking because it causes me to wonder: Which non-profits are going to adapt? Which agencies are going to die? How will those who survive evolve and adapt? When will that process start? When will resource development plans start to reflect these changes? Who will step up and lead on these issues?

If you are feeling overwhelmed, I can appreciate that, but paralysis is the enemy of evolution and adapting.

My best suggestion to those of you who don’t know what to do or how to proceed is commit yourself to learning more. Click here to read a great publication titled “Charitable Giving and the Millennial Generation” from the Giving USA Foundation at The Center of Philanthropy at Indiana University. There are a lot of great “AH-HA” moments in this publication. Hopefully, it will get you and your organization pointed in the right direction.

As many of you know, I am a GenXer. As I finish this blog post, I suddenly have a song running through my head and I can’t get it to stop. Upon a little reflection, I now realize that this song is my generation’s anthem and characterizes our lifelong struggle with Baby Boomers and Millennials. Click here if you want to get inside my head and enjoy what I am sure will become my generation’s rally cry. 😉

Please scroll down to the comment box and weigh-in with any thoughts you may have about the questions I posed a few paragraphs ago. We can all learn from each other.

Here’s to your health!