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You Say "Potato," I Say "Patattah": Development vs. Marketing, Part 2, How to persuade your E.D. and Board that they’re the same thing

The fact that development and marketing are charged with making the same relationship-building and communications decisions means that it is time, once and for all, to actively align these functions.  Yesterday in Part 1 we discussed the natural linkages between these functions and that, first and foremost, everything we do is about the customer experience. Today,…

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Thank you note writing

Don’t Blow Your Post-Holiday Opportunity to Thank Your Nonprofit Supporters

Thank you note writingFor good things once a year is not enough. Why do so many of us only eat turkey once a year?  Or pumpkin pie? I’ve no idea! It’s surely not rational. These are special foods we value and take great delight in. Yet we get into a bad habit of thinking on auto pilot. If it’s not Thanksgiving, the idea of roasting a turkey or making cranberry sauce doesn’t even enter most or our heads. And egg nog, hot mulled cider, panettone and stollen are mostly Christmas things. And then there are the once-a-year only potato latkes. Why are we missing out on an opportunity for greater joy and satisfaction?

When things are good, they bear repeating.

And this is most certainly the case with expressing gratitude to your valued supporters!

It’s not rational to thank your donors only annually.  They keep you going all year long. They deserve your gratitude all year long as well.

What better time to thank supporters than right now, and all through the coming weeks, after a holiday season filled with gratitude?

The much-anticipated “holiday season” is pretty much over. There’s a natural let-down for many.  Wouldn’t it be lovely for your donors and volunteers to get a call from their favorite charity? A call that simply expresses gratitude? 
            “Joe, how was your holiday? I just called because, in thinking over the past few days about all for which I’m grateful, I realized I’m grateful for you and all you do to make our community a more caring place. I just wanted you to know how much your support is appreciated. Thanks so much, and may the new year bring many blessings.”
My hunch is there’s nothing better you could do with your time today. Or early next week if you’re taking some personal (or shopping the sales?) time today.

All the “strategies” in the world can’t substitute for a genuine, personal connection that comes from the heart.

Connect!  Express your thanks! Don’t let weeks and months go by. Don’t wait until you’ve got a perfectly crafted letter, email or insert piece. That’s called procrastination, or “letting perfect be the enemy of the good.” Sometimes, timing is everything.
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Clouds and sky

How to Kon Mari Your Nonprofit Work Plan

This year it’s been easy to hoard.

You had all the strategies that worked for you in the past, PLUS you had to add a bunch of new ones when faced with the realities of the pandemic economy.

Then you had to add things to be relevant to supporters who were thinking about a million news stories. You needed to be relevant, and consider your stance on BLM, BIPOC, DEI and a range of political and social justice issues.

The extraordinary times could not be ignored, so strategy got piled upon strategy, got piled upon…

And your nonprofit work plan got super crowded.

Time to clear out some space!

You’re likely wondering if you have to do everything virtually as well as in person. You’re wondering if your messaging needs to change to be more inclusive? You’re wanting to connect with folks in ways they’ve come to expect, and to offer meaningful engagment opportunities, but… where is everything going to fit?!?!

Never fear. Help is here!

What if you were to look at your work plan this year from the KonMari perspective?

If you’ve been living under a rock, Marie Kondo’s KonMari is the art of “tidying up to transform your life.” It’s a popular book that’s become a Netflix sensation, and it may not be your cup of tea, but…

What if, through some simplification and organization, you could transform your life (at least at work) as well as your nonprofit’s life — so all involved felt greater inspiration and even serenity?

You. Can. Do. It.

Alas, I’ve participated in many a planning session, and seldom do I recall – if ever – really focusing first on what we could stop doing to make room for new endeavors.  If this sounds familiar, you’re likely also familiar with the unfortunate consequences.

There are some things that really should not be part of your work plan moving forward. Or, at the very least, they should be pared down. Quite. A. Bit.

Here’s how you know you need, as Marie Kondo might say, to tidy up.

  • Do you try to stuff too much into your work plan and end up doing nothing as well as you’d like?
  • Do you allow daily clutter to crowd your inbox so you’re often responding to the little issues rather than the big ones?
  • Do you keep working on things that no longer have the payoff they once had, causing you to miss out on newer and more cost-effective opportunities?
  • Do you allow inertia to divert your focus towards ‘make work’ transactional stuff that satisfies your need to feel ‘busy,’ while you know it’s not really transformational work?
  • Have you allowed your job to become overloaded with tasks you don’t enjoy, to the point where you feel a bit like a lobster in a pot?
Leave a commentStrategy & Management

Social distancing grocery line

3 Nonprofit Crisis Appeal Mistakes You Don’t Know You’re Making

I’ve already written encouraging you to ask supporters for help. Right NOW. This is a time people are actively looking for ways to make a difference. IMHO it’s almost criminal not to offer would-be philanthropists an opportunity to be a hero. And your mission doesn’t have to be engaged in what’s commonly considered a ‘frontline response’ or ‘essential.’ In other words, you don’t have to be directly engaged in COVID-19 prevention, mitigation or treatment.

Your mission matters! It mattered yesterday, right? That hasn’t changed. People still want to save the environment… rescue puppies… increase child literacy… listen to music… preserve architecture… help kids go to college.

Don’t go dark on folks when they most need to hear from you. Whatever your cause, your constituents deserve to hear from you about how this pandemic is affecting you and all those who rely on you. If you really don’t need donor support right now (perhaps thanks to a large endowment or huge ‘rainy day’ reserve), then… fine. Don’t send a fundraising appeal. I’m guessing, however, for most of you reading this article YOU DO NEED CONTRIBUTIONS to keep you afloat.

Since you need income now, your best communication bet for other than major donors is online. [With major donors you can set up a virtual visit or simply pick up the phone and talk to them.] For everyone else, digital is your best bet. Snail mail is too slow for crisis fundraising, plus some folks won’t have stamps at home or won’t want to go out to the mailbox right now. So… let’s take a look at how to put together a successful online crisis appeal.

UPDATE: My friend, direct mail guru Eric Waasdorp, tells me she’s actually been having good success with snail mail these days. Print shops and mail houses are apparently considered ‘essential businesses’ and are able to get you on their schedule faster than usual. Plus the post office can use the business. I stand corrected! Just remember there will still be folks out of stamps, so be sure to include your website donation page link in case they want to give online.]

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Time to Reframe How You Do Nonprofit Fundraising

Or else.

Reframing how you’ve done fundraising in the past is not optional.

It’s time for a change.

You must do it, because fundraising and nonprofit marketing have changed a LOT over the past ten years.  There is absolutely no denying this at this point. You need to adapt. Or suffer the consequences.

If you’re still doing the same exact things you did ten years ago, or even five years ago, it’s time to rethink. If you have leaders who doubt there’s a need for change, simply explain the reasons as I’ve outlined below:

2 CommentsStrategy & Management

angry man

What’s Ruining Your Nonprofit Marketing and Fundraising?

There’s something killing your nonprofit’s marketing and fundraising.

Corrupting. Sullying. Debasing. Adulterating.

Yup, yup, yup, yup.

A silent killer. Insidious.

Know what it is?

I’ve crafted a two-part series of articles to tell you not just what it is, but also how to stop it from happening.

Before I tell you, think about this for a moment.

What’s holding you back?

Why aren’t you able to be more effective when it comes to raising both awareness and money?

I know you try. A lot.

But the progress just seems so incremental. Or, even worse, non-existent.

What’s the deal?

I’m going to give you both an answer, and a solution.  But first…

2 CommentsStrategy & Management

Is Your Nonprofit Floating or Sailing?

A sailboat without a sail might float.

For a long time, in fact.

But without a sail, it can’t go anywhere, can’t fulfill its function.

Floating is insufficient.

– Seth Godin

For you to ask and answer

  1. Is your nonprofit floating, or sailing?
  2. Are your development efforts floating, or sailing?
  3. Are your marketing communications efforts floating, or sailing?

These are serious questions that deserve your serious consideration.

So… take a moment right now to answer these three questions for yourself.

Go ahead.

Put an “F” or an “S” next to each one of these.

Leave a commentStrategy & Management

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Quick Guide to Get Your Nonprofit “Crowd On”

quick_guide_to_get_your_nonprofit_crowd_onI’ve been thinking a lot about crowdfunding lately.

Bzz… bzz… buzz… buzz… Do you hear it?

It’s the sound of the times. It’s the bees flying around crowdfunding campaigns like honey. Sweet, golden honey.

Are you getting yours?

With the mainstream shift into digital communication, and the advance of technology through online donation and peer-to-peer fundraising platforms, crowdfunding is something I believe you should seriously consider if you’re not already getting your “crowd” on.

Especially if you have…

  • A big campaign going on.
  • Or a specific project that lends itself well to the telling of a compelling story.
  • Or you need to raise a lot of funds in a relatively short time period.
  • Or there’s a strong tie to some big event – anniversary; holiday; news story.
  • Or your current constituents are more inclined towards being ambassadors than asking or giving.
  • Or you’re having a hard time breaking out of the “box” of folks you think might be interested in your cause, and are looking to build your audience in new ways.

So I’ve put together a few resources, and some of my own thoughts, to help you think things through.

1 CommentOnline Fundraising

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Philanthropy, Not Fundraising – How to Begin the Transformation

You probably know my tagline is “Philanthropy, Not Fundraising.” It’s my overarching philosophy, and I welcome you to read about it here. But make no mistake…

I’m still using the word fundraising.  In fact, I wrote an article entitled To Sell is Human; To Give, Divine – Why We’re All in Fundraising Now.  I understand this may be a bit confusing. In fact, I’ve had some comments to that effect. Some of you hate the word philanthropy; others hate the word fundraising.  So, let’s clairify.

If you want to move from a culture of transactions to one of transformation don’t get bogged down worrying about semantics! You say potato; I say potahto… a rose by any other name… It’s the CONCEPT of “philanthropy, not fundraising” I’m hoping you’ll grasp. The point is to come from a place of love; not need. A place that centers on your donor; not you. A place that is deeply relational; not one-sided. A place that focuses on impact and outcome, not money and process.

Let me share a few comments I received and contribute my thoughts:

1 CommentCulture & Values

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Purely Practical SMIT for January: Philanthropy, Not Fundraising – How to Begin the Transformation

Autumn leaves changing color
Change happens

Here comes this month’s *SMIT (Single Most Important Thing I have to tell you):

I’m still using the word fundraising.  In fact, my most recent post was To Sell is Human; To Give, Divine – Why We’re All in Fundraising Now.  I received a lot of feedback (mostly embracing) on the first post in my 2013 Series: Philanthropy; Not Fundraising.  But there’s evidently some confusion.  So, let’s clairify.

If you want to move from a culture of transactions to one of transformation don’t get bogged down worrying about semantics! You say potato; I say potahto… a rose by any other name… It’s the concept I’m hoping you’ll grasp. The point is to come from a place of love; not need. A place that centers on our donor; not us. A place that is deeply relational; not one-sided.

Let me share a few comments I received and contribute my thoughts:

8 CommentsCulture & Values

Three San Francisco hearts: Rainbow, Love, Resilience - 2023 benefit for S.F. General Foundation

Before Sending a Fundraising Appeal Do This, Not That

Three San Francisco hearts: Rainbow, Love, Resilience - 2023 benefit for S.F. General FoundationTaking the time to look at your fundraising message with a critical eye can help you raise a lot more money.

You see, there are right and wrong ways to talk with prospective donors. You’ve likely read a lot on this topic (I know I’ve certainly written a lot on this topic – for starters see here), yet it bears repeating. If you fail to put your best foot forward, you’re going to end up shooting yourself in that foot!

That’s why I’ve developed this checklist to help you get your full share of the philanthropy pie.

Do This, Not That

As you read through this checklist the “to do” part of the equation may sound completely logical at first blush. You may think “of course we do this!”

Good for you. That means you’re thinking correctly.

But… sometimes good intentions get lost in translation during the executing phase. Because a lot of things you shouldn’t be doing creep in and tend to cancel out the good things. And this holds true in spades if you’re generating your letter through ChatGPT or some other AI-enabled app.

Grammatical is not emotional.

There’s nothing wrong with good grammar, of course. But sometimes the best fundraising letters break the rules a bit to come across as conversational. And they borrow from principles of psychology, neuroscience and behavioral economics to ramp up the persuasion [TIP: You might want to check out this book.]. Your goal is not to show you can write a coherent sentence. It’s to move your message recipient towards a desired action.

So I encourage you to consider the “do NOT do” part of the equation as well. Then double check your work. Why? Because this stuff is tricky.

4 CommentsAnnual Giving

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Wrong Ways to Woo Nonprofit Donors

trust signWhat do you most need to sustain your nonprofit through thick and thin?

A steady, reliable source of income – natch!

For most nonprofits this means loyal donors.

How do you get them?

Alas, too many nonprofits act as if all they need to do is acquire the donor; then, magically, that donor will stick with them forever.  Sadly, the data shows otherwise. On average only 20% of first-time donors renew; only 43% of all donors renew. And there’s a very good reason this sorry state of affairs exists.

Most nonprofits woo donors the wrong way.

It may not happen all the time. But it happens enough. Too often, in fact.  Does this look at all like the trajectory of how you handle a newly acquired gift?

  • You badger the donor for gifts.
  • When they give, you warehouse them in your database.
  • You then send a form letter (pretending it’s personal because you use their given name and indicate their gift was earmarked for a particular purpose; in reality, most of the time you don’t know them from Adam nor do you try to get to know them beyond what they wrote on the flap of the remit envelope).
  • Next, they get on your newsletter list and receive mass mailings.
  • Before you know it – or know much about them — they’re getting another appeal letter.

There’s a better way.

Actively show donors love and trust. This is the best way to get them to love and trust you, and the two most important aspects of donor loyalty. Relationships that last are reciprocal. Penelope Burk, the queen of donor-centered fundraising, famously found through her research that donors’ number one desire is … please, please “show me that you know me.” If you want donors to trust you and be loyal to you, you have to trust them and be loyal to them.  Simple, yes?  Actually, no.

To earn trust and loyalty takes strategy.  And it takes work. Mark Schaefer makes a brilliant analogy

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Philanthropy is a Team Sport

Team huddleNo one can do it alone, sitting in their own little corner.

Not the E.D. Not the development director. Not the development committee of the board. Not the fundraising consultant.

One-person shows don’t work in fundraising.

This isn’t tennis, figure skating or golf. You’re not one person trying to be the best you can be, with all the glory accruing to you. You’re part of a team, all pulling together in the same direction, with the glory accruing not just to your team but also to your fans and your community.

Siloes don’t work in fundraising.

You aren’t saving up grain for the winter. Besides, simply hoarding won’t help enough. Development operations must figure out how to grow and harvest as much grain as possible so you can feed more and more people in need. Hoarding in siloes is a scarcity, not an abundance, mindset. A status quo, not a growth mindset.

If you have vision and big goals you need a team to see you through.

How Do You Build Your Development Team?

Begin with recruitment of stakeholders.

Look around you. Who do you see? You see internal and external stakeholders. People who care about your organization winning.

Generally, you’ll see:

Leave a commentStrategy & Management

Before Sending a Fundraising Appeal Do This, Not That

Hands forming heart pexelsHold the presses! If you haven’t yet sent your year-end fundraising appeal, you’ve time to give your message a once over.

I’ve got just the checklist you need.

If you’ve already sent your appeal off to the printer, you’ve still time to rethink your copy before sending your December follow-up or preparing your year-end series of emails.

Either way, taking the time to look at your fundraising message with a critical eye can help you raise a lot more money.

You see, there are right and wrong ways to talk with prospective donors. You’ve likely read a lot on this topic (I know I’ve certainly written a lot on this topic – for starters see here), yet it bears repeating. Especially as we enter the most giving time of the year. If you fail to put your best foot forward during the last quarter of the calendar year, you’re going to end up shooting yourself in that foot!

Many charities will raise a huge percentage of their annual fundraising goal during the next three months. There’s plenty of data out there to support this. Just check the infographics below.

Let’s make sure you don’t blow your chances and get your full share of the philanthropy pie.

Do This, Not That

Leave a commentAnnual Giving

Clouds and sky

To Be or Not to Be: What Goes in This Year’s Nonprofit Work Plan?

I’m wagering you’re too busy.

That means you’ve little space for adding new projects to your work plan for the coming year.

Never fear. Help is here!

First, let’s clear out some space.  

I’ve participated in many a planning session, and seldom do I recall – if ever – really focusing first on what we could stop doing to make room for new endeavors.  If this sounds familiar, you’re likely also familiar with the unfortunate consequences.

There are some things that really should not be part of your work plan moving forward. Or, at the very least, they should be pared down. Quite. A. Bit.

Here’s how you know you need, as Marie Kondo might say, to tidy up.

  • Do you try to stuff too much into your work plan and end up doing nothing as well as you’d like?
  • Do you allow daily clutter to crowd your inbox so you’re often responding to the little issues rather than the big ones?
  • Do you keep working on things that no longer have the payoff they once had, causing you to miss out on newer and more cost-effective opportunities?
  • Do you allow inertia to divert your focus towards ‘make work’ transactional stuff that satisfies your need to feel ‘busy,’ while you know it’s not really transformational work?
  • Have you allowed your job to become overloaded with tasks you don’t enjoy, to the point where you feel a bit like a lobster in a pot?

What if you were to look at your work plan this year from the KonMari perspective?

1 CommentStrategy & Management

Clairity Click-it: Cornucopia of Free Nonprofit Resources

This week’s Click-it is a cornucopia filled with an eclectic mix of goodies. Maybe not as good as Thanksgiving turkey, stuffing, sweet potatoes or pumpkin pie, but… sometimes your mind and soul need feeding too!

To my friends in the U.S. who celebrate Thanksgiving this week, have a good one filled with many blessings. For those of you scattered elsewhere around the globe, make yourself a nice meal anyway and gather together with people you love. Life’s too short not to.

This poem I wrote several years ago seems particularly appropriate this year, so check out “Attitude of Gratitude” if you’ve a mind to.

And if you can, try to find some time this week to dig into some of these resources.

Now… go make our world a more caring place, and hug yourself some hope!

I am thankful for you,

Claire
1 CommentClairity Click-it

Clairity Click-it: Large Scale Change; Leadership; Year-End; Social Tools; Gratitude; Team Building; Multi-Channel

Clairity Click-it ThanksgivingThis week’s Click-it is an eclectic mix of goodies. Maybe not as good as Thanksgiving turkey, stuffing, sweet potatoes or pumpkin pie, but sometimes your mind and soul need feeding too!

To my friends in the U.S. who celebrate Thanksgiving this week, have a good one filled with many blessings. For those of you scattered elsewhere around the globe, make yourself a nice meal anyway and gather together with people you love. Life’s too short not to.

This poem I wrote several years ago seems particularly appropriate this year, so check out “Attitude of Gratitude” if you’ve a mind to.

And if you can, try to find some time this week to dig into some of these resources.

Now… go make our world a more caring place, and hug yourself some hope!

I am thankful for you,

Claire

Leave a commentClairity Click-it

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5 Reasons Why Nonprofit Marketing Must Change from Inside/Out to Outside/In

For years nonprofits have worked from the “inside out” in terms of prioritizing constituencies to target. It was accepted wisdom that effective fundraising was an “inside out” proposition and that we should work our networks beginning with those with the greatest reasons to give (e.g., board members, clients, family and friends). As resources allowed, we’d then…

12 CommentsContent Marketing

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From Customer Engagement to Desire to Investment: Blogs Bond, Now What? Part III

Now what? Blogs – and social media of all stripes – are not the end goal.  They’re a lot of things. Fun… Annoying… Exciting… Time sucking… Sexy… Leveraging… Awareness creating… Teaching… Seducing… and let’s not forget –Bonding!  As discussed in  Part I and Part II , they can create relationships like nobody’s business if we…

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Please Stop the Madness in March (and any other time): Integrate Fundraising and Marketing

Shall we join forces? Fundraising is not basketball, but it’s madness not to play as a team. I’ve spen with three nonprofits in the past several months that, rather than joining forces, have decoupled their marketing and development departments. I surmise they do this because marketing doesn’t understand development. Or development doesn’t understand marketing.  Or…

26 CommentsStrategy & Management

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Brand Spanking New: The changing meaning of ‘mark’ in marketing, ‘relationship’ in CRM and ‘social’ in branding and business

Branding used to connote something done with a hot iron to mark ownership of a steer.  If there was a relationship quality to this it was only in the fact of being an owner of the thing possessed. It was certainly not about building a relationship, or any important social bonds, with your livestock. In…

12 CommentsContent Marketing