Beyond newsletters

My last two blog posts have been about transitioning your boring, ineffective newsletter into something more “donor-friendly” and effective. Today, I will attempt to put a cherry on top of this “donor-centered” sundae, but talking about those things that non-profit organizations need to do IN ADDITION TO just mailing a newsletter. Again … I want to give credit where credit is due. Penelope Burk is the author of “Donor-Centered Fundraising” and she does a much more eloquent job of discussing all of this in her book.

So, after Penelope goes in-depth on her ideas on how to transform your newsletter into a donor-centered communication tool, she gently reminds us that our work is just now beginning. Briefly, here are some of her other thoughts (pages 104-108):

  • Use email to communicate with those donors who give you permission to do so. Talk about the IMPACT a donor’s contribution is making.
  • Use your website to post important information for your donors and demonstrate to the world how to be transparent and accountable. (See page 106-07 for Penelope’s website content ideas)
  • Visit your donors in-person and invite them to visit you and the programming in which they are investing.

I cannot tell you how many times I’ve been told by resource development and non-profit professionals that they are hesitant to bother their donors because they are too busy. The next time you hear this from anyone, I encourage you to share this data quote from page 107 of Penelope’s book:

“72% of study donors have been invited on-site to one or more not-for-profits they support to see their work first hand. 77% of this group said that this is appealing and that the invitation is appreciated even when they are unable to go.”

It is true that we need to be respectful of our donors’ time, but we need to balance that with being respectful of their investment.

I will end today’s blog with a “tease” … tomorrow we will talk about which donors we should focus more of our energy on? In the meantime, please use the comment box below and weigh-in with your thoughts on the following questions:

  • What does your non-profit organization do in addition to a newsletter to inspire donor loyalty?
  • What did your last donor stewardship visit look like? Were there any surprising revelations or actions that came out of the visit?
  • When a donor has told you that they’re too busy to meet with you or visit your program, how have you handled it and made lemonade out of lemons?

We can learn from each other … please jump into the conversation.

Here is to your health!

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

Donor centered newsletters Part two

On Friday, I used my blog post to start addressing a question posed by Susan Rudd from the Boys & Girls Club of Bloomington in Indiana about donor-centered newsletters. Both Friday and today’s posts are based completely on the work of Penelope Burk’s book “Donor Centered Fundraising“. While I spent Friday sharing Penelope’s survey data in an effort to “make the case for change”, today I will share some thoughts (specifically from Penelope’s work) on what donor-centered newsletters look like.

On pages 99 through 103, Penelope Burk does a tremendous job of laying out her vision:

  • Turn the multi-page length newsletters into one-page bulletins complemented by a lengthier year-end annual report.
  • Sharply focus content on programmatic impact while taking great care not to turn it into a parade of yawn-inspired statistics (e.g. use success stories, client and/or donor testimonials, sporadic stats, etc. that has a “features news story feel to it”). Avoid fundraising news because donors see through it as blatant advertising. They want to know how their last contribution is making a difference not how they can make another contribution. The key here is always focus content on your organization’s “IMPACT AGENDA”.
  • The format of a one-page bulletin will mean there is very limited space after the masthead, a photo with cutline, list of board members, and contact info is included. So, content needs to be professional, crisp, compact and impactful.
  • The publication frequency can be driven by a well laid out schedule, but Penelope encourages us to be more organic and publish a one-page bulletin every time something newsworthy occurs. So, a bulletin could go out a number of months in a row and then go silent until something else of significance happens.

OK … so this might sound a little radical to some of you. It also might sound intimidating because this approach requires time, tender loving care, and professional writing skills (which many non-profits don’t have a lot of). It is for this reason, Penelope encourages those wishing to move in this direction to do the following (page 102):

“Newsletters, like all communication pieces produced by not-for-profit organizations, need to look sharp and professional but not expensive. In-house publishing software makes this entirely achievable today. The savings you can accrue through shorter production time, lower printing costs, cheaper postage, etc. can be turned back into programs and services or devoted to other communication enhancements. My choice would be to put that savings into contract writers.”

As a former writer and editor for a weekly newspaper and currently a non-profit / fundraising consultant and coach, I find it hard to argue with Penelope probably because it is in my best interest to agree with her. LOL.

With that disclosure, let me say this … I am happy to provide a free consultation to anyone investigating how to shift from boring ineffective newsletters to something more donor-centered. Who knows … you might even be able to engage my services, produce and mail your new donor-centered news bulletins for what is currently in your budget. Please contact me if you wish to talk.

So, what do you think? Does this new approach sound too radical? What are your barriers to change? Please use the comment box below and share your thoughts.

Here is to your health!

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

Donor centered newsletters Part One

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

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

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

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

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

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

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

Here is to your health!

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

Millennial generation puzzle

I recently received an email from a special event manager in Milwaukee, Wisconisn who recently read conflicting advice about the Millennial generation and whether or not it is worth resource development professionals spending the time and money to engage them. Here is how those two camps break-out:

  • School-of-thought #1: The Millennial generation is big (almost as big as the Baby Boomers) and they are streaming into the workplace and philanthropic marketplace at a very fast pace. These newcomers to the economy have the capacity to make charitable contributions and will one day replace their Baby Boomer parents as a driving force in philanthropy. A proactive thinking non-profit organization should invest the time and money to acquire these donors at a young age (regardless of how small their charitable giving actual is at this stage in their lives), steward them and earn their trust, and retain them well into their prime giving years.
  • School-of-thought #2: The Millennial generation might be big, but they don’t possess the same long-term giving potential as the Baby Boom generation. This generation will have a lower standard of living and wage scale than previous generations. They will be saddled with paying off government debts racked up by Baby Boomers. They also won’t have entitlement programs like Social Security and Medicare to count on in their retirement years; therefore, they will have to personally save more and donate less. Long-term retention of donors can be an expensive proposition, and it might be cheaper to wait until this generation reaches the height of its economic potential (in 10 or 20 years?!?!). Non-profits have limited resources and should prioritize time and money towards acquisition and retention of Baby Boomers until there is little to no return on investment left in doing so.

For me, I like to straddle the fence between these two points of view. I believe that non-profit organizations need to concern themselves with acquiring and retaining as many Baby Boomer donors as possible. Additionally, resource development professionals need to work with Baby Boomers on funding the needs of today as well as engaging in planned giving/estate planning discussions to fund the needs of tomorrow and leave a legacy.

I also believe the Baby Boomer’s time in the philanthropic spotlight is waning and might only significantly last another 10 years. So, acquiring and retaining new, younger donors is important for the sustainability of any non-profit organization. Good non-profits will figure out how to balance these two competing camps.

Of course, there are far too many non-profit organizations that are not capable of doing both things because they are resource strapped and stretched too thin for comfort. These resource-challenged non-profits will most likely fall squarely into the second school of thought. However, I hope that as those staff and volunteers journey down this path, they fully understanding they’re “kicking the can down the road” and will have to “pay the piper” someday. They are possibly running the risk that Millennial generation donors (who might not have the resources their parents had at their disposal) are in love with other non-profit organization who courted and wooed them 10 years earlier.

If your organization has just a little time and/or money to invest in acquiring Millennials, I urge you to do so. It doesn’t have to be a huge investment. Here are just a few examples:

  • Invest the time and money in maintaining a website that is transparent and shows the whole world how charitable contributions make a difference in your organization, with your clients, and in our community. Go so far as to routinely upload audits, annual reports, monthly financials, programmatic outcomes data, strategic planning scorecards, etc.
  • Work on creating your organization’s space on the social media frontier. Engage Millennials to help you evolve it and maintain it.
  • Create and maintain a volunteer management program focused on engaging Millennials.  If you have the resources, get very serious and create a staff position to recruit, management, and steward these volunteers. Remember, Millennials are volunteer-oriented and the fundraising axiom that “money follows involvement” applies to all generations.
  • Create a young professionals group like a “guild society” to help young professionals network while getting more acquainted with your organization’s mission. This also could be a training ground for Millennials to experience philanthropy and learn more about the art of fundraising.

All of these ideas will cost you a fair amount of time (and even some money), but none of them are prohibitive in-and-of-themselves even for the smallest non-profit organization. However, this balancing act will NOT be easy for many reasons including limited resources and what appears to be increasing tensions between America’s generations. If you don’t buy into the fact that there are increasing tensions, check out some of these YouTube video clips as proof (including a dissection of a 60 Minutes segment on Millennials):

Resource development professionals best get started soon because the road ahead promises to be bumpy. How is your organization trying to acquire Millennial donors? Is there a difference in strategies and tactics between attracting, soliciting, and stewarding Boomers versus Millennials? Which school-of-thought does your non-profit fall into and why? Please use the comment box of this blog to weigh-in with your thoughts and best-practices. We can learn from each other!

Here is to your health!

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

Celebrating failure

Have you ever seen a new fundraising volunteer crash and burn … aka FAIL?  I know I have seen this phenomenon too many times in my 15-year career, and I am never comfortable when it happens … until today!

While reading an assigned textbook (Co-Active Coaching) as I study for my business coaching certification, I came across a section that talks about celebrating failure. It talked at length about how failure is one of the fastest ways of learning and used the example of toddlers learning how to walk. This got me thinking and sent me scurrying off to Google to do a little research about celebrating failure, which is when I came across a YouTube link for FAILfaire.

FAILfaire is an annual conference where technology non-profit organizations come together to look objectively and with humor at failed projects with the goal of learning valuable lessons. This got me thinking. Why can’t non-profit fundraising professionals engage our fundraising volunteers in a similar way with our annual campaigns? Here is how it might look:

  • During your organization’s annual campaign period, host periodic “report meetings” (e.g. weekly, bi-weekly, monthly).
  • In addition to the traditional activities associated with an annual campaign report meeting, add one additional agenda item titled “Celebrating Failure”.
  • Set ground rules (e.g. no mocking, no mean-spirited criticism, a “what happens in Vegas stays in Vegas” policy, etc) and remind all participants that there is a HUGE difference between failing and being a failure.
  • Ask volunteer solicitors (could be some or it could be all) to please share something that happened during a recent solicitation visit that didn’t seem to work (or didn’t feel right).
  • Engage the group in a short, facilitated discussion around why it didn’t work and what else could be done next time to get a different result.
  • Get silly and celebrate failures. Consider giving out a “traveling trophy” for the best story or the best suggestion for change.

This type of activity can take the shame out of failure for our volunteer solicitors and help fundraising professionals better coach volunteers towards becoming better solicitors.

If you don’t like this suggestion, I am sure there are countless other ways for you to help fundraising volunteers celebrate failure because if you don’t do so then it is likely that your volunteers will 1) stop taking risks, 2) continue repeating the same mistakes over-and-over again, and/or 3) possibly even quit.

I know this approach is not something to which  many of us currently subscribe; however, I think this actual “tweet” on FAILfaire’s Twitter page sums it up nicely: “RT @rgkirkpatrick RT @TonyYLyu However much room you give people to fail, is exactly how much they can potentially succeed #singularityu“.

Does anyone out there do a good job of celebrating failure with their volunteers? How do you do it? Please use the comment box of this blog to share your best practices!

Here is to your health!

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

The magic of engagement

Here I was last night watching fireworks when found myself engaged in a conversation with a gentleman by the name of “Dan”. In no time, our conversation turned to non-profit organizations and philanthropy. As he ticked through a number of different organizations he has supported over the years, he ended each of those thoughts with a negative memory attached to a fundraising issue or event. Here is a list of terms he used repeatedly used:

  • Dreaded special events
  • Rubber chicken dinners
  • Money grubbers
  • Beggars

If you personally know me, then you know how enthusiastic I am about philanthropy. So, this conversation was painful to sit through. However, five minutes into our chat Dan’s tone changed completely when he started talking about a new charity in which he has recently gotten involved. The name of this non-profit organization is Year Up.

I was desperate to change the path we had been on, so I started asking questions about this particular  non-profit organization. What I discovered just confirms everything I’ve learned about philanthropy over the last 15 years. In a nutshell, Dan glowed on and on about a recent “rubber chicken fundraising dinner” where participants weren’t just asked to give money, but the entire program was geared towards promoting involvement.

  • Creating internship opportunities for clients
  • Helping clients with resumes, cover letters, and their job search
  • Mentoring clients

While these words didn’t exactly come out of Dan’s mouth, he essentially said, “Ah ha! Finally a non-profit organization that isn’t just after my money. I am more than just a meal ticket. I am seen as a partner who is willing to roll up his sleeves and help advance the mission.” Most importantly, he had a twinkle in his eye and was obviously excited.

In my opinion, this is exactly what Penelope Burk is talking about when she writes about “donor centered fundraising”.

Isn’t it funny how many fundraising and non-profit professionals are afraid to ask donors to get involved? All I can figure is that we practice this avoidance behavior because we’re afraid donors will see us as “asking for too much” and withdraw their support completely. So, instead of letting donors make decisions about their own time and level of engagement, we oftentimes make that decision for them.

I can imagine that there are donors who might stop supporting a non-profit organization if they feel harassed. With that being said, I’m not advocating harassment tactics. So, here is my challenge to you … identify 10 current donors and schedule face-to-face visits with them sometime in the next 30 days. During your sitdown meeting, talk to them about the impact their most recent financial contribution has made and then ask each donor this simple question: “in addition to your generous financial support, is there anything else you would like to do to support the mission?” Don’t offer up your ideas and thoughts. Just like when you are soliciting a contribution, be very quiet and still after asking the question.

You might just be surprised with where the conversation leads you. You might also like what kind of fundraising and non-profit professional or volunteer you become. I bet you will find an army of people just like Dan who will roll up their sleeves and end up becoming some of your most loyal donors. And those donors who are happy remaining financial supporters and cheerleaders will likely be thrilled that you asked.

Do you know anyone like Dan? What words have they used to describe fundraising and non-profit organizations? Have they fallen in love with a particular charity? If so, what do you attribute to their change of heart? Please use the comment section of this blog to share because these stories can be so transformative for so many of us.

Sorry for today’s super long post, but I always get excited when I can relay a real life donor story to those of you who care so much about philanthropy.

Here is to your health!

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

Fundraisers are seagulls

One of my favorite books in the whole world is my autographed copy of “Donor Centered Fundraising” by Penelope Burk. As many of you know, Penelope Burk is the CEO of Cygnus Applied Research. Their survey research is some of the only work of its kind when it comes to donor retention and communications. It isn’t uncommon for me to just pull her book from my bookshelf at home and curl up and read a few chapters, which is exactly what I did yesterday.

More oftentimes than not, I find myself closing the book, shaking my head, and wondering what is wrong with us? (and by “us” I mean non-profit and resource development professionals) For example, yesterday I closed the book and started wondering “what would Emily Post — America’s foremost authority (even from the grave) on all things dealing with etiquette — think of my profession?”

If you think this is a harsh and an unfair question, please consider the following findings from Penelope Burk’s research:

  • 71% of non-profits reported that they “communicate” with their donors by inviting them to a special event (Donor Centered Fundraising, page 52). I suspect most of these special events are fundraising events, which I believe is just more solicitation. “Thank you for your last contribution Mr. & Mrs. Smith! May we please have some more?”
  • 94% of donors who responded to the survey said that the non-profits they support either never or hardly ever call them on the phone without asking for another contribution (Donor Centered Fundraising, page 55).  “Thank you for your last contribution Mr. & Mrs. Smith! May we please have some more?”
  • 98% of donors who responded said they either never or hardly ever personally see someone from their favorite charities without getting asked for another contribution (Donor Centered Fundraising, page 55).   “Thank you for your last contribution Mr. & Mrs. Smith! May we please have some more?”

Friends, family, and countrymen … what have we become?  At the risk of being over-the-top, I suggest that many non-profit and resource development folks have turned into those self-absorbed seagulls from the movie “Finding Nemo“. Check out this YouTube video clip to refresh your memory, and for this analogy think of the seagulls as fundraising professionals and Nemo as a donor.

Oh, you don’t believe me? Then please consider this … on pages 52-56, Penelope Burk rattles off the top 10 typical reasons that fundraisers provide for not doing a better job with personal stewardship-oriented communications. One of the reasons listed is: “We are overwhelmed by the numbers and feel that if we make personal contact with one donor, we will be obligated to do the same with every donor within the same period, something that might be logistically impossible.” Hmmmm, that certainly sounds like it is all about us … “MINE! MINE! MINE!” And many of the other 10 reasons on Penelope’s list sound very similar to “ME! ME! ME!”

I beg you … let’s start behaving like human beings and take a page out of Emily Post’s Book of Etiquette. I suspect that doing so will get all of us a little closer to what Penelope describes as “being donor-centered”.

Are you a seagull? Have you seen other fundraising professionals behave like seagulls? What written policies does your organization have that keeps you from behaving like a seagull? Please use the comment box to share any stories or best practices or random thoughts on this subject. We can all learn from each other!

Here is to your health!

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

Hiring a fundraiser from the for-profit sector

A few weeks ago, I posted a piece about “Hiring a fundraising professional“. It has been one of the more well-read posts year-to-date. Since that post, I’ve had two close friends speak with me about changing their direction in life and pursuing a career path in non-profit work. In addition to providing them with my point-of-view, I found a FREE online resource by idealist.org titled “Idealist Guide to Nonprofit Careers for Sector Switchers“. It is actually a great resource that I suggest you pass along to any of your for-profit friends who might be considering a change.

So, what does this have to do with you hiring a fundraising professional (perhaps even your first fundraising pro)?

I have seen many non-profit organizations go through a search process for a resource development professional and end up with a bushel basket full of for-profit people claiming to possess “transferable skills” (e.g. marketing people, sales professionals, etc).  I have also seen a number of these for-profit professionals fail miserably once they cross the great divide into non-profit work.

After reading “Idealist Guide to Nonprofit Careers for Sector Switchers,” I am convinced that those of you looking to hire fundraising professionals can use this guide to fine tune your search process, sharpen your interview questions, and sell your organization and its culture.

  • Chapter 5 of this guide tells job seekers how to make themselves more appealing to you. Reading this chapter might help you develop a better resume screening process (e.g. looking for for-profit candidates with volunteer, board, and/or internship opportunities).
  • Chapter 7 instructs candidates how to get a sense of organizational culture and assess if there might be a fit. You can turn this around and use the same tactics with the candidate to determine how well they might fit.
  • Chapter 12 addresses the challenges of “switching sectors”. You could use this information during the interview process to determine which candidates have thought this through and how they plan on dealing with the transition.

I could go on and on, but I will let you explore this wonderful resource for yourself. Happy reading!

Have you ever hired or worked with someone who “switched sectors”? How did it work out for them? What do you attribute their success or failure to? Please share your thoughts in the comment section and remember that it might be polite to “change the names to protect the innocent”. LOL

Here is to your health!

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

The 7 Ps and case statements

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

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

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

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

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

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

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

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

Here is to your health!

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

Viruses, hackers, spyware and donors oh my

Last Thursday, I turned my computer on and started preparing to write my daily blog, when suddenly my virus software sprang into action. A pop-up window told me that my computer was infected with a trojan virus and asked if I wanted it removed. Of course, I said ‘YES’. In a blink of an eye, I was staring at the dreaded “blue screen of death,”and I was obviously out of commission. It was for this reason you did not see any blog posts from me on Thursday or Friday.

During my unplanned time down, I started thinking about how non-profit organizations probably deal with this on a daily basis and how in some instances it could even impact donors who routinely feed us their personal information (e.g. name, address, phone, email, credit card and banking info, etc).

Upon further investigation, did you know that the Obama team, who has collected tons of donor information at donate.barackobama.com, had to dealt with hackers as recently as a year ago? And “Twitter hacking” has been in the news recently for reasons I refuse to go into.

Non-profit organizations are constantly collecting information on their donors and storing it in their donor database. In fact, with the social media revolution in full swing, non-profits are pushing further by “friending” donors on Facebook, following donors on Twitter, and linking with donors on LinkedIn. All of these activities are intended to help deepen our relationships with donors and get to know them even better.

It is a brave new world and non-profit organizations need to make sure they are ready to deal with these issue. If you don’t think spyware, computer viruses, phishing and hackers are an issue, then go talk to our resource development friends at the University of Notre Dame  or Maine Public Broadcasting.

Put yourself in a donor’s shoes after being informed that your systems were compromised? Where is your confidence level? What is running through your mind the next time you’re asked to make a contribution?

Of course, the answer is not to unplug your donor database or shutdown the organization’s Facebook or Twitter accounts. However, you might consider the following:

  • Develop a privacy policy for donors like the one Hope House has posted on their website.
  • Use the Association of Fundraising Professional’s (AFP) Code of Ethical Principles & Standards and The Donor Bill of Rights as a foundation to develop your resource development policies.
  • Develop a crisis management plan like the one United Way of Marion County in Florida has posted to the internet and consider involving donors in the policy development process so you can capture their point of view on how they’d like to be informed on certain matters.
  • Develop a documentation retention policies so you know what you need to keep and how to securely keep it. Blue Avocado has done a nice job getting you started down this road, but you definitely need to involve your board volunteers, Finance Committee, auditors, and possibly even your donors in developing your own policies.
  • Use virus software and spyware software routinely. Check out Tech Soup’s “virus protection toolkit”.
  • Don’t ever email donor data or information.

If you really want to scare yourself, spend a few moments with this PowerPoint presentation from our friends at NTEN.  Scared yet?

So, how do you protect your donor data? If your systems got hacked or compromised, how would you go about informing your donors and dealing with the crisis? Please weigh-in and share so we can all learn together!

Here is to your health!

Erik Anderson
Owner, The Healthy Non-Profit LLC
eanderson847@gmail.com
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