Stewardship opportunity on Labor Day

Labor Day can be a stewardship opportunity. In fact, non-profit organizations can turn most holidays into stewardship opportunities for their donors.

When I was a young executive director, I used to write a letter to the editor of our local newspaper on Labor Day thanking the community’s labor unions for all of their support. In that open letter to the public, I tried to remind people that those unions were part of our community’s fabric and did “good works” that oftentimes didn’t get any press. For example:

  • The local Service Employees International Union (SEIU) chapter provided all of the volunteers and muscle necessary to run our duck race fundraiser.
  • The International Union of Painters and Allied Trades Home (IUPAT) once marshalled their apprentice program to paint our facility for free.
  • The International Brotherhood of Electrical Workers (IBEW), the Laborers’ International Union, as well as other unions in town were all at one time or another outright donors to our annual campaign.

I chose Labor Day to write that letter to the editor, send letters of appreciation and make thank you phone calls because the stated purpose behind Labor Day is to celebrate “the economic and social contributions of workers”.

Many non-profit organizations struggle with stewarding their donors and instead become solicitation machines (which ironically burns out donors and creates a cycle of turnover). When I’ve talked to my non-profit friends and asked WHY, the most common answer I’ve heard is that time is a limited resource.

So, I encourage you to look at the myriad of holidays on your calendar and ask yourself this simple question: “How can this holiday be used to steward our agency’s donors?” I assure you that with a little effort, you will find the opportunities are limitless.

Does your non-profit organization have any fun and effective stewardship activities and best practices wrapped around holidays? If so, please use the comment box to share because we can all learn from each other.

Here is to your health! And oh yeah . . . Happy Labor Day!!!

Erik Anderson
Owner, The Healthy Non-Profit LLC
eanderson847@gmail.com
http://twitter.com/#!/eanderson847
http://www.facebook.com/eanderson847
http://www.linkedin.com/in/erikanderson847

Hey board members: “Sit – Lay Down – Roll Over!”

Have you ever been at a meeting of your board of directors, looked around the table as they methodically plowed through the agenda, and come to the conclusion that no one was really engaged? Maybe you thought … “Ugh! They’re just sleep walking through the board meeting and regurgitating whatever had been fed to them in the days prior to the meeting.”

A few weeks ago, a non-profit friend of mine sent me a similar Facebook message with an interesting question:

“While on a CEO call today at a rather large, rather highly respected law firm, I noticed that the ‘Head Cheese’ stated (more than once) that the partners and associates in his firm ‘sit’ on non-profit boards.  It struck me that they have the expectation to sit, not SERVE on boards.  Attorneys are notoriously conscious of the words they choose to use. So, it struck me as interesting the first time it came out of his mouth.  Then he said it again.  And again.  What can we do to help shift that mentality? To help professionals and individuals with the means to give that it is a SERVICE to the greater good, not just a spot to occupy around a conference room table?”

I thought this was a GREAT observation! It conjured up the image of my dog, Betrys (who is the featured picture in today’s blog post), sitting around a non-profit boardroom table. Being an obedient dog (most of the time), I imagined her doing exactly what she was told by the executive director and agency staff.

I highly doubt that any of us would like a boardroom full of obedient dogs responsible for the future of our non-profit organizations.  However, I am left wondering “how many of our non-profit organizations have constructed boards with volunteers whose expectation is to just ‘sit through meetings’ and occasionally pitch-in when told they are needed to do something?”

So, out of curiosity, I put together an online survey yesterday and emailed it out to 32 random non-profit board volunteers in my address book. I asked them questions about their agency’s written board development plan. I also shared the Facebook message from early in this blog post and asked them how they would answer my friend’s question. Over the next few days as I collect responses, I will share them with you here in hopes that we can all learn from each other.

In the meantime, please use the comment box below to weigh-in with what you think the answer to my friend’s question should be. What do you do at your non-profit organization to ensure you don’t have a bunch of dogs sitting around your boardroom table? How do you prospect new board members? What criteria do you use to evaluate those prospects? What does your recruitment process look like? Is there an orientation for new recruits? Do board volunteers get ‘evaluated’ on an annual basis and what does that look like? What role (if any) do donors play in your board development process? Is there a role for donors here?

Here is to your health!

Erik Anderson
Owner, The Healthy Non-Profit LLC
eanderson847@gmail.com
http://twitter.com/#!/eanderson847
http://www.facebook.com/eanderson847
http://www.linkedin.com/in/erikanderson847

Tips for surviving a double dip recession

Yesterday I blogged about my neighbor Larry and how I see his handyman business as an economic indicator and proof the economy is dipping again into recession. I also cited recent survey data indicating that donors are planning to tighten their belts in the coming months. If you didn’t get a chance to read that post, click here and then come back for today’s follow-up post.

While there is nothing any of us can do to stop the economic tides from rising and falling, I submit that there are things we can do to prepare for such occurences and the following are a few tips you might want to consider:

Tip#1: Get closer to your donors and not farther away.
Donors are part of your non-profit family. During tough times, families pull together. They don’t ignore each other. Your instinct might be to give donors space, solicit them less, and be respectful of limited resources. Even though these are good intentions, the message you’re sending is that donors are only your friends during prosperous times when they have money. Don’t send the message that donors are only ATMs in your eyes. Find ways to engage them.

Tip #2: Tell donors what you are doing to help your clients get through tough economic times.
Donors like to see “return on investment” when they make a charitable contribution. When recession-thinking permeates our donors thoughts, lets embrace the moment and show them how their contributions are making a difference in the lives of others. Don’t use “guilt messaging” to solicit. Use “we’re all in this together” and “neighbors-helping-neighbors” as part of your stewardship messaging.

Tip #3: Invest in volunteer management and promote volunteerism like never before.
There will be people who want to support your mission, but cannot do so financially during tough times. Providing people an opportunity to support your mission by donating their time will: 1) help you pull them closer and not push them away (see first tip), 2) cultivate future donors (because the recession will end one day and they will be able to donate again), and 3) help your agency’s staffing budget as you might be considering budgetary cuts.

Tip #4: Invest a lot more time in re-building or manicuring your board of directors.
Your case for support will never be greater than now. As you approach board volunteer prospects, they won’t need any convincing that you need as many talented people around your board room table to help make difficult decisions and weather an economic storm. Find the time! Figure out how much time your organization spent on board development in 2010, then double or triple the amount of time you spend on it going forward. Doing so will help you survive and position you to be very strong on the other side of this recession.

Tip#5: Don’t stop soliciting individuals.
Individual giving is where it is at in charitable giving. Spend most of your time cultivating, soliciting, and stewarding individuals and less time on foundations, corporations and government. This is a great time to invest in building your annual campaign or annual fund drive and dial back a little bit on special events. Think about it for a moment . . . during tough times people eliminate “frills” like entertainment. Many of your donors probably see their special event contributions are “nights out on the town with a charitable angle”. I assure you that they look at their annual campaign pledge very differently. Don’t eliminate all of your events, but now might be the time to kill old and tired events.

There are literally two or three more handfuls of tips I would’ve provided, but I’m running out of space. So, I encourage you to use the comment box below to weigh-in with your thoughts, tips and current strategies. 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/eanderson847
http://www.linkedin.com/in/erikanderson847

Confessions of a blogger

I have a confession to make . . . I have been out of the country for the last two weeks on a cruise touring the Baltic Sea with stops in Denmark, Sweden, Finland, Russia, Estonia and Norway (we also spent a few days in London .. and yes, parts of it were on fire and rioting). I pre-wrote two weeks of blogs and asked my friend Marissa (who is a fellow blogger at One World One Plate) to publish my posts every day. If you like food, I encourage you to check into Marissa’s blog. As for my blog, I hope you enjoyed the voices of real donors and real volunteer solicitors over the last two weeks. I need to jump back into the saddle and thought I’d briefly share a few observations on charitable giving from my trip.

As I hopped all over northern Europe, I kept my eyes and ears open for signs of philanthropy. I witnessed American Airlines flight attendants making a group solicitation on behalf of UNICEF.  A “voluntary donation” was included (?!?!) in the price of admission to the Tower of London by the British government to help underwrite renovations.  I saw Boy Scouts in Stockholm, Sweden and dined with a Rotarian from Toronto, Canada on the cruise ship.

The more I saw, the more I became convinced that philanthropy unites people from different backgrounds. However, I find myself wondering why there are substantial differences between countries charitable giving data. Did you know:

  • The USA leads the world in charitable giving as a percentage of GDP, giving almost 2-percent of our GDP to charities. Canada and Great Britain are traditionally in second place and donate less than half of that.
  • When looking at charitable giving, volunteerism, and general “kindness to humankind,” the USA falls to #6 on the list of “Worldwide Giving Index” scores. (Source: The Guardian)
  • The USA falls to #18 on the list when you look at what percentage of the population makes charitable contributions. (Source: The Guardian)
  • Finally, the USA ranks #10 on the list of percentage of population who has volunteered time to an organization in the last month. (Source: The Guardian)

I am left thinking that the explanation for these discrepancies is more than just wealth and the size of our economies. All you need to consider is that Turkmenistan is at the top of the volunteerism list and Thailand and Morocco are ahead of the USA in percentage of the population making a charitable contribution.

Do you believe that government policies affect how many people make charitable contributions? Who contributes? Who volunteers? How kind and generous we are to each other? Or is it cultural? In your experiences, does philanthropy unite us? If so, how have you seen it happen?

Here is to your health!

Erik Anderson
Owner, The Healthy Non-Profit LLC
eanderson847@gmail.com
http://twitter.com/#!/eanderson847
http://www.facebook.com/eanderson847
http://www.linkedin.com/in/erikanderson847

Fundraising volunteers speak out: Wrap-up

For the last four days, we’ve heard unfiltered responses from real, live fundraising volunteers with regard to what they see as past successes and what it will take to keep them involved next year. So, the question now shifts to: “What are you going to do about it?”

I’ve had an opportunity to soak-up this week’s blog series, and here are a few ideas if you want to make this input/feedback actionable:

  • Organize a focus group of fundraising volunteers and ask their opinions on what needs to change in order for your resource development program to take the next step.
  • Identify former fundraising volunteers who used to help your organization but have since stopped. Call them, invite them out for coffee, and just listen (don’t ask for a thing).
  • Develop volunteer job descriptions for all of your fundraising volunteer positions and use them in 2012 . . . no more “soft selling” people . . . set realistic expectations from the beginning.
  • Commit yourself to sending out agendas and meeting materials to all fundraising volunteers at least 7 days before every meeting.
  • Figure out how to infuse a sense of “mission-focus” into every single meeting where fundraising volunteers are present.
  • Revisit your organizations “prospect assignment” practices and ask volunteers to weigh-in with suggestions on how to improve it . . . ensuring that volunteers are matched with prospects they feel confident soliciting.

OK … I’ve got the ball rolling with a few simple ideas. Now it is your turn! What are you planning to do to make this week’s blog series actionable so that your organization can become more donor-centered? Please use the comment box below to share your ideas because 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/eanderson847
http://www.linkedin.com/in/erikanderson847

Fundraising volunteers speak out: Part 4

After last week’s focus on donors and what they have to say about their charitable contributions, I’ve decided to change the focus and ask volunteer solicitors to talk about their most rewarding solicitation experience and what needs to happen to keep them involved next year. Similar to last week, this week’s respondents answered an anonymous online survey that they learned about on various social media channels and from blast emails. I’ve picked four really awesome responses to share with you this week that I think provide excellent lessons for non-profit and fundraising professionals. Enjoy!!!

Again … the survey was anonymous because I wanted the truth, the whole truth and nothing up the truth. Here is what the today’s highlighted survey respondent said:

Question: Using the comment box below, please write a paragraph or two about your most rewarding solicitation experience (e.g. when you sat down eyeball-to-eyeball with someone else and asked them to consider making a charitable contribution). Why was it so rewarding for you? How did you feel going into the meeting? And what made you feel comfortable enough with doing such a solicitation?

Answer: I asked the Frye Foundation for money to create a four state event around domestic violence and homeless families.  It was rewarding because they became a very interested, active participant in the process and the outcome.

Question: Understanding you are probably a very busy person, what does the charity that you’ve made some solicitation calls for need to do (or show you) in order to renew your commitment as a volunteer solicitor in the next fundraising campaign?

Answer: It needs to call to my ethics . . .  it needs to be well run and respected . . . and it needs to show results.

OK … unlike last week when I couldn’t resist weighing in with my thoughts, I’m going to take a risk and ask YOU to weigh-in and share what you think the moral to the story is. And the risk I’m referring to is . . . no one is going to comment and all anyone will hear is the sound of cricketsPlease use the comment box below and remember that we can all learn from each other. I also encourage you to share links to resources that you’ve found on the internet.

Here is to your health!

Erik Anderson
Owner, The Healthy Non-Profit LLC
eanderson847@gmail.com
http://twitter.com/#!/eanderson847
http://www.facebook.com/eanderson847
http://www.linkedin.com/in/erikanderson847

Fundraising volunteers speak out: Part 3

After last week’s focus on donors and what they have to say about their charitable contributions, I’ve decided to change the focus and ask volunteer solicitors to talk about their most rewarding solicitation experience and what needs to happen to keep them involved next year. Similar to last week, this week’s respondents answered an anonymous online survey that they learned about on various social media channels and from blast emails. I’ve picked four really awesome responses to share with you this week that I think provide excellent lessons for non-profit and fundraising professionals. Enjoy!!!

Again … the survey was anonymous because I wanted the truth, the whole truth and nothing up the truth. Here is what the today’s highlighted survey respondent said:

Question: Using the comment box below, please write a paragraph or two about your most rewarding solicitation experience (e.g. when you sat down eyeball-to-eyeball with someone else and asked them to consider making a charitable contribution). Why was it so rewarding for you? How did you feel going into the meeting? And what made you feel comfortable enough with doing such a solicitation?

Answer: I was asked by one of my favorite non-profit organizations to contact someone who I really didn’t consider a friend but knew casually through mutual friends.  It took more than a month and many phone calls before she responded and I was able to get the meeting. While I was not expecting much, I did get a generous pledge from her. I’m not sure if it was the most “rewarding” solicitation I’ve ever done, but it is the hardest I ever had to work to secure a contribution. In hindsight, I can’t honestly say that I ever felt “comfortable” making that ask or being put in that situation.

Question: Understanding you are probably a very busy person, what does the charity that you’ve made some solicitation calls for need to do (or show you) in order to renew your commitment as a volunteer solicitor in the next fundraising campaign?

Answer: I don’t want to go out and bust my butt if the non-profit who has recruited me is seen as being in “poor standing” in the community. I am attaching my good name to this agency, and choosing to help a non-profit with a poor public opinion and bad management reflects poorly on me. I look for quality organizations that are dedicated to sustainable business practices.

OK … unlike last week when I couldn’t resist weighing in with my thoughts, I’m going to take a risk and ask YOU to weigh-in and share what you think the moral to the story is. And the risk I’m referring to is . . . no one is going to comment and all anyone will hear is the sound of cricketsPlease use the comment box below and remember that we can all learn from each other. I also encourage you to share links to resources that you’ve found on the internet.

Here is to your health!

Erik Anderson
Owner, The Healthy Non-Profit LLC
eanderson847@gmail.com
http://twitter.com/#!/eanderson847
http://www.facebook.com/eanderson847
http://www.linkedin.com/in/erikanderson847

Fundraising volunteers speak out: Part 2

After last week’s focus on donors and what they have to say about their charitable contributions, I’ve decided to change the focus and ask volunteer solicitors to talk about their most rewarding solicitation experience and what needs to happen to keep them involved next year. Similar to last week, this week’s respondents answered an anonymous online survey that they learned about on various social media channels and from blast emails. I’ve picked four really awesome responses to share with you this week that I think provide excellent lessons for non-profit and fundraising professionals. Enjoy!!!

Again … the survey was anonymous because I wanted the truth, the whole truth and nothing up the truth. Here is what the today’s highlighted survey respondent said:

Question: Using the comment box below, please write a paragraph or two about your most rewarding solicitation experience (e.g. when you sat down eyeball-to-eyeball with someone else and asked them to consider making a charitable contribution). Why was it so rewarding for you? How did you feel going into the meeting? And what made you feel comfortable enough with doing such a solicitation?

Answer: I don’t know if I have ever felt that making the actual ask was rewarding.  Getting a check in hand feels rewarding.  On the other hand, having someone not give you money is just as deflating. I think the feeling you get from having a face-to-face solicitation is not immediately rewarding.  I believe it is when you “put it [the ask] in perspective” that you can feel rewarded.  You went out there and stood up for something you believed in.  If you can capture that feeling I think that is reward enough. As far as what makes you feel comfortable.  It is the relationship with the person you are soliciting.  The better the relationship, the easier it is to solicit.

Question: Understanding you are probably a very busy person, what does the charity that you’ve made some solicitation calls for need to do (or show you) in order to renew your commitment as a volunteer solicitor in the next fundraising campaign?

Answer: I think that the organization just needs to understand the challenge of asking people for money.  I think it needs to be careful not too lean on people too heavily.  Think of each volunteer differently, account for what might make certain asks hard.  I think ultimately you want someone to appreciate you and the fact that you are really putting yourself out there.

OK … unlike last week when I couldn’t resist weighing in with my thoughts, I’m going to take a risk and ask YOU to weigh-in and share what you think the moral to the story is. And the risk I’m referring to is . . . no one is going to comment and all anyone will hear is the sound of cricketsPlease use the comment box below and remember that we can all learn from each other. I also encourage you to share links to resources that you’ve found on the internet.

Here is to your health!

Erik Anderson
Owner, The Healthy Non-Profit LLC
eanderson847@gmail.com
http://twitter.com/#!/eanderson847
http://www.facebook.com/eanderson847
http://www.linkedin.com/in/erikanderson847

Fundraising volunteers speak out: Part 1

After last week’s focus on donors and what they have to say about their charitable contributions, I’ve decided to change the focus and ask volunteer solicitors to talk about their most rewarding solicitation experience and what needs to happen to keep them involved next year. Similar to last week, this week’s respondents answered an anonymous online survey that they learned about on various social media channels and from blast emails. I’ve picked four really awesome responses to share with you this week that I think provide excellent lessons for non-profit and fundraising professionals. Enjoy!!!

Again … the survey was anonymous because I wanted the truth, the whole truth and nothing up the truth. Here is what the today’s highlighted survey respondent said:

Question: Using the comment box below, please write a paragraph or two about your most rewarding solicitation experience (e.g. when you sat down eyeball-to-eyeball with someone else and asked them to consider making a charitable contribution). Why was it so rewarding for you? How did you feel going into the meeting? And what made you feel comfortable enough with doing such a solicitation?

Answer: A CEO of a local company reached out to me to learn more about our cause and how their involvement could benefit us. My initial meeting was a fact-finding session with their senior leadership team and was followed up by a personalized tour of our facility outlining all of the items we discussed in the initial meeting. The visit culminated with a comprehensive proposal that addressed their areas of interest. The outcome – score!  They are now funding several different initiatives and we have developed a mutually beneficial long-term relationship.

Question: Understanding you are probably a very busy person, what does the charity that you’ve made some solicitation calls for need to do (or show you) in order to renew your commitment as a volunteer solicitor in the next fundraising campaign?

Answer: Provide me with the facts and outcomes of our program so that I am armed with answers to potential questions the funder will ask. And follow-through with the donor as requested after the solicitation . . . providing great stewardship.

OK … unlike last week when I couldn’t resist weighing in with my thoughts, I’m going to take a risk and ask YOU to weigh-in and share what you think the moral to the story is. And the risk I’m referring to is . . . no one is going to comment and all anyone will hear is the sound of cricketsPlease use the comment box below and remember that we can all learn from each other. I also encourage you to share links to resources that you’ve found on the internet.

Here is to your health!

Erik Anderson
Owner, The Healthy Non-Profit LLC
eanderson847@gmail.com
http://twitter.com/#!/eanderson847
http://www.facebook.com/eanderson847
http://www.linkedin.com/in/erikanderson847

From the mouths of donors: Part 1

After more than 60 posts to this blog over the last few months, I’ve decided that many of you are probably tired of hearing me pontificate day-in-and-day-out. So, this week I am changing things up a little bit. Last week I launched an anonymous online survey via various social media channels and my email address book. I’ve picked four really awesome responses to share with you this week that I think provide excellent lessons for non-profit and fundraising professionals. Enjoy!!!

Again … the survey was anonymous because I wanted the truth, the whole truth and nothing up the truth. Here is what the today’s highlighted survey respondent said:

Question: Using the comment box below, please write a paragraph or two answering some of the following questions. Of the charities to whom you currently donate money, which one is your favorite?  How did you first learn about this charity? Why did you make that first contribution? Why are you still contributing? How do you know that your contribution is making a difference? What does the charity do to demonstrate it is having an impact?

Answer: I really don’t have a favorite.  I learned about most of mine by working at them either by a job or volunteering at them.  I made my first contribution by being asked.  Yes, I still contribute to most of the places I’ve worked at or volunteered.

Question: Understanding that these are tough economic times and no donor’s contribution ever should be taken for granted, what does your favorite charity need to do (or show you) in order to renew your support and/or increase the size of your contribution?

Answer: I think most of the charities I give to do a good job thanking me for my donation.  The size really wouldn’t change too much since I’m not too rich.

Hmmm … what a humble donor, but aren’t most of them? Here is what struck me about this person’s responses:

  1. They reaffirm something that I once learned from a co-worker, which is that volunteers make great donor prospects. If you want to grow your annual campaign or special event, look no further than the volunteers working throughout your organization. If they think highly enough of you to volunteer their time, then they most likely think highly enough of you to make a contribution. What is the harm in asking? In the end, it is their decision.  Click here to read what “The Chronicle of Philanthropy” has to say about “Turning Your Volunteers into Donors”.
  2. In this donor’s second response, they seem to be satisfied when their charities of choice do a good job of thanking them for their contribution. Now, you’re probably thinking this practice is common place, but Penelope Burk found in her donor research that only 39% of respondents ALWAYS receive a thank you letter. This means that 61% only received a recognition letter MOST OF THE TIME or SOMETIMES (Source: Donor Centered Fundraising, pg 38)

If you don’t have an organized, well-run volunteer management program, it sounds like you might be missing out on something.

How does your organization reach out to volunteers? What lessons and best practices can you share? Have some of your volunteers become donors? What has been your experiences? Please use the comment box below to share because 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/eanderson847
http://www.linkedin.com/in/erikanderson847