Tag: solicitation

July 26, 2011 DonorDreams Uncategorized

Tweet me the money

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

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

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

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

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

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

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

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

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

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

Here is to your health!

Erik Anderson

Owner, The Healthy Non-Profit LLC

July 25, 2011 DonorDreams Donor-centered fundraising

Deja vu and ePhilanthropy

An old friend of mine, Autumn Porter, sent me a Facebook message last week asking for help reconciling two very different ideas — face-to-face solicitations versus online videos & electronic pledge forms. As I stewed on how to respond to her, it dawned on me that resource development professionals, who have come before me, must have had a similar “moment”. I suspect that this deja vu moment probably occurred at the advent of the direct mail era.

First let me frame Autumn’s dilemma. On one hand, she was told that she needs to get out there, roll up her sleeves, infiltrate professional networks, schedule in-person workplace solicitation meetings, and ask … ask … ask. On the other hand, she has been told by a local employer that they are an “electronic workplace” and really think it would be better to ask their employees to view an online video over the company’s internal network and be given the opportunity to complete an electronic pledge form. Here is Autumn’s question:

“How do I begin to merge these two tangents into some sort of donor-centric approach? Are there examples of using social media to tie us directly to their heartstrings? Can we create a lasting connection of the human experience without being in the same square-footage? If people give to people, how do we continue to reach the people with the capacity to give?”

As I said earlier, “deja vu” all over again! With that being said, I suspect that those fundraising professionals who addressed similar questions during the rise of direct mail would probably stand here today with the same advice … “Know Thy Donor” and solicit them in the manner that they would like to be solicited. I also firmly believe that resource development professionals know that face-to-face solicitation is the most effective, efficient and respectful way to solicit. As such, good RD professionals know that there is a threshold when direct mail, email, social media and telephone calls are not respectful and in those circumstances they reach into their solicitation toolkit and use the most appropriate tool.

So, my best advice to Autumn can be summed up by this YouTube video highlighting a psychic, cosmic conversation between Luke Skywalker and Obi Wan Kenobi.

All kidding aside, I plan on using the remainder of this week’s blog posts to talk about ePhilanthropy and social media. In the meantime, I am interested in how you would answer Autumn’s questions. Please use the comment box below to weigh-in with your best world-class advice.

Here is to your health!

Erik Anderson

Owner, The Healthy Non-Profit LLC

July 15, 2011 DonorDreams Board development

Recruit dogs to serve on your board

Yesterday, I made a quick trip to PETCO because I needed to purchase dog food and cat food. When I got home, I checked my receipt and discovered that the cashier had added 22 cents to my bill as a donation to the PETCO Foundation. Hmmmm? I didn’t remember agreeing to make that donation. So, I decided to call the store just in case they were experiencing a glitch in their cash register software.

Needless to say, there was no glitch in the store’s software program. I was informed that every cashier is “supposed to” ask each customer if they would like to round their bill up to the nearest dollar amount and donate that amount to the PETCO Foundation. While I definitely didn’t agree to make any donation, I also didn’t want to make trouble for a minimum wage employee or make a big deal out of 22 cents. However, this experience did get me thinking:

I wonder how many of us accidentally make charitable contributions as a result of a cash register promotion and a clerical mistake? I bet this happens often and all of us should heed the old warning of “Buyer Beware!”
I started wondering whether or not a cash register promotion is a successful fundraising solicitation tool. Well, guess what … The PETCO Foundation took in $10,473,709 according to their last 990 tax document. While this revenue came in from many sources, I can’t help thinking that chump change apparently must add up quickly.
Finally, I started thinking that these darn dogs are so clever! They have us trained to provide them with food, shelter, love and now they’ve become really successful at fundraising.

For those of you who think I am just being silly with the last bullet point, then please take a moment to watch this YouTube video and I challenge you to tell me that I am wrong. LOL

Here is the sad truth about everything I’ve just written today … The dog in the video is 10-times more effective at fundraising than those volunteers who serve on your board of directors who continually say: “I’ll do anything else, but please don’t ask me to fundraise”. The next time you find yourself fretting about board engagement in your organization’s resource development efforts just remember that the problem might not be your resource development program. The problem might just be your board development efforts. It could also be that you don’t have enough dogs sitting around your board room table!

Is your organization successful at board development? Is 100% of your board room packed with what you would consider fundraising rock stars? If so, please share your secret best practices around prospecting, recruiting, orientation, evaluation, etc! We can learn from each other. Please use the comment box below to weigh-in with your thoughts on these questions or anything I said earlier about cash register campaigns, etc.

(By the way, the picture in today’s blog is our dog “Lady Betrys of Cardiff”. We call her Betrys, and this is her big internet debut. LOL)

Here is to your health!

Erik Anderson

Owner, The Healthy Non-Profit LLC

July 14, 2011 DonorDreams Board development

Really? An exhausted board?

I opened a LinkedIn message from an old friend yesterday who asked me the following question: “I’ve got a board member that wants to give a challenge gift. What is the best way to present this to the board of directors that is exhausted of giving?”

In my response, I encouraged him to engage the donor as well as a few key board members in answering this question. However, this email weighed on my mind during a sleepless night and I awoke this morning both tired and with many more questions such as:

How exhausting can it be to open a checkbook and write a check? It isn’t like running a marathon! You have to watch this YouTube video on “Marathon Exhaustion“. If this is what your board looks like during any of your fundraising campaigns, then we have to talk soon! LOL
Who is responsible for situations like this one? Is there shared blame between volunteers and staff? Or can this quite simply be a case of bad staff leadership?
Is it possible that a “challenge gift” can solve a board burnout issue? What should be done to inspire and engage board members to once again become enthusiastic donors and volunteer solicitors?

After giving it some thought, I came to the realization that I’ve seen situations like this too many times. Oftentimes, this is what is going on:

Both staff and board lose sight of mission and they skip from fundraiser-to-fundraiser. It almost sounds like that “It’s time to make the donuts” commercial that Dunkin Donuts ran forever ago.
Board and staff start taking each other for granted and the tension builds.
Apathy sets in … board volunteers fall short on a few fundraisers and staff somehow magically find solutions by either trimming expenses or going out on solicitation calls by themselves. This creates a negative feedback loop and the cycle has begun.
Everyone has gotten too cozy with each other and board development efforts have been put on ice. New volunteer prospects aren’t identified or they come from the same old inbred circles. Volunteer training opportunities are not invested in. Annual board volunteer evaluation systems are shelved.

While I can make a living by blogging on this topic alone, let me just share a few things for you to think about. There are 9-keys to inspiring your volunteers and you need to be firing on all nine cylinders to be successful: 1) maintain mission-focus, 2) involve everyone in planning, 3) create a sense of “positive” urgency, 4) develop accountability tools, 5) celebrate ALL efforts (both successes and failures), 6) bring a sense of organization to everything, 7) make sure all meetings are well run and important, 8 ) set expectations up front during the recruitment process (stop ‘soft selling’ people), and 9) invest both time and money in training opportunities for volunteers. I want to thank Boys & Girls Clubs of America for teaching me these 9-keys because they have forever changed my life.

Here are two additional articles on this subject that I thought were pretty good:

Gail Perry Associates FIRED-UP FUNDRAISING: “How to unleash your board members energy for fundraising“
Fundsraiser cyberzine: “5 steps for preventing volunteer burnout“

So, if the shoe was on the other foot, how would you have advised my friend? Do you have any thoughts you’d like to share? How have you dealt with similar sitations at your organization? What have you done to put the “FUN” back in fun-draising? How have you continually kept mission-focus? Please use the comment box to weigh-in. We can learn from each other!

Here is to your health!

Erik Anderson

Owner, The Healthy Non-Profit LLC

July 5, 2011 DonorDreams Donor-centered fundraising

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

http://www.facebook.com/home.php#!/profile.php?id=1021153653

June 29, 2011 DonorDreams Uncategorized

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

http://www.facebook.com/home.php#!/profile.php?id=1021153653