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Want to See Expertise in Action – and Steal Ideas for Your Organization?

Steven Screen | December 14, 2021December 10, 2021Ask

The following is a guest post from John Lepp of Agents of Good in Toronto.

It’s a tour (de force) through a successful direct mail package. John calls out 26 different ideas that you can use for your organization’s direct mail appeals. (Many can be used for e-appeals as well.)

John and his business partner, Jen Love, know their stuff. This is well worth your time!

The summer (in North America anyhow) tends to be a quiet time for sending out mail appeals.

They can be a little hit or miss.

Late this spring, we were working on a June mailing for STEGH Foundation (who I wrote about this past January and their YE appeal).

And like the mailings before it, we applaud Amanda Campbell and the whole team at STEGH for going the extra mile for their appeals and their donors.

I worked with Rachel Zant on this appeal and we wanted to share the 26 ideas that you can steal right now to make your next appeal more successful.

I’ll go first!

Outer Envelope

Was a 9”x6” envelope. Testing tells us that almost anything other than a white #10 will do better in the mail.
It was closed face. It didn’t have a window. Makes it look more like personal mail than using a window.
We asked the letter signer, Jacqueline Bloom, to hand write her name and return address for us and we scanned that in and put it on the outer. No logo, no focus on this PMS colour or this specific font. This makes the outer look more personal from Jacqueline to the donor. Which is the point. Obviously.
We used a personalized mail indicia. Testing has shown us that a commemorative stamp > first class generic stamp > visual indicia > standard indicia > meter postage…
We used an image of lilacs in the indicia. Anyone in southern Ontario would know what that is and instantly be able to smell them since they are everywhere and gorgeous at this time of year. All of these things add up to a highly engaging and ‘openable’ envelope.

All of these things add up to a highly engaging and ‘openable’ envelope.

Next is the letter.

It was designed to look like a personal letter from Jacqueline to me, the donor. Personalized, indented, lots of white space, hardly any ‘design’ and used a large serif font.
Emphasis. Look at what is bolded and underlined. Some donors will only read or look at these things and make a decision to give or not. Make sure everything that you highlight will keep them engaged or move them to give.
We cut off the last paragraph on page one. I know a lot of people who HATE this. Think it’s a mistake. It isn’t. It’s done so the donor will flip the letter over to keep reading.
We also used a helpful “Please turn over…” written by Jacqueline as well.
We included a photo of Jacqueline by her signature so donors could envision who was talking to them in the appeal. Humans give to humans and we are constantly trying to remind donors that they are talking to other humans.
Jacqueline’s signature is very clear. You can see she took the time to write it out cleanly so it is readable. This very small thing does send visual clues to your donor – that you CEO or ED isn’t so important that they don’t have the time to ensure that their name is written cleanly.

The reply form.

It is full size. 8.5” x 11”.
It is personalized for me. The donor.
The gift array was also personalized to my previous giving.
We included an option for giving $198,000 – which is what we needed to raise. Doing this might seem a bit cheeky (and it is) but there have been instances where donors have checked that box or at the very least give a little more than what they tend to since they actually know what you are going to do with their gift.
It has a ton of white space.
If a donor wanted to give online or by phone, we made it easy to figure out how to do that or who to talk to!

Finally, we added a lift note.

Lift notes of almost any type tend to do just that – lift response. Try adding something that rounds out the case or adds a little more detail to the appeal in some way.
We decided to add a photo of the thing we were raising funds for.
We had Jacqueline write out the message, which makes it feel far more personal than just type setting it.
We also included a business reply envelope, postage paid, for the donor to send their gift back in.

Rachel’s perspective and 5 bonus tips:

This letter started off as a bit of a struggle for me, I have to admit. I’d already written a great letter for this appeal – asking donors to fund a new ventilator. It was a slam-dunk, highly emotional, compelling letter about the most basic of all human needs: the need to breathe.

But then we found out the ventilator had already been funded. Back to square one.

We learned the hospital urgently needed to fund a new C-Arm. It didn’t sound all that exciting at first – not after a letter about a new ventilator during COVID. However, our amazing contact, Amanda, hooked me up to an interview with a wonderful hospital staff person who was able to tell me in great detail just how vital this piece of equipment actually was.

The ever-talented John Lepp suggested I imagine the sounds this machine might make (or not be making). And from there, it was pretty easy to start writing.

Here are my top five tips and takeaways:

Start with YOU! You’ll notice I started the first sentence off with a “you”. Sure, the lead would still have been compelling without it – but the “you” draws the reader in to become a part of the scene. The next few sentences set that scene up in vivid detail.
Short and sweet. I purposely started off with short sentences that are easy to read and scan. You want your donor to keep on reading until they get to the ask! You’ll also notice the lift note copy is very short too – just a handwritten note on the back of a photo.
Ask for one thing. The ask is very direct, urgent and for one thing only! It clearly explains the machine and the need, and that’s it.
Tangibility. I did the math and divided the cost of the machine by the number of donors receiving this appeal and it worked out to a nice ‘affordable’ amount for your average person, so that became our first ask amount. I’ve used this approach in other letters and it’s worked out well.
Be consistent. The “Yes-line” or CTA on the reply form reiterates the ask in the letter. It’s not the same generic line used in every single reply form sent out. All the pieces in this package are related to the same subject.

We decided to share this appeal since on the surface, it’s one of those not too sexy, a bit boring and standard appeals you all should be doing but don’t take the time to since you are in a rush to get to whatever is next in your schedule or focusing on the shiny other thing someone in the office is waving around.

This appeal only dropped a few weeks ago but is performing very well and strangely, is reactivating some long lapsed donors at a surprising rate. (Donors who haven’t given in 6 to 7 years are responding at 4.2%!!!!)

If you want to talk about this appeal more or how we can make your appeals stronger this fall, please reach out anytime to chat!

John has a book coming out soon (which I will absolutely be reading). Sign up for their newsletter on their website if you’d like to hear when it releases!

Two Letters in One

Steven Screen | December 7, 2021December 7, 2021Ask

The previous post introduced readers to a big idea:

Successful direct mail appeals tend to be written to communicate the main message in a) just the areas a donor is likely to see as they glance at your letter, and b) in the letter as a whole.

Why? Because a large percentage of your donors will just glance at your letter and make a decision for whether to give – or not. And you want your letter to be effective for both “Glancers” and for people who read the whole thing.

So how do you write a letter that works for Glancers and Readers?

It looks something like this:

The top-center or top-right corner of the letter contains a short blurb about the Need or about what the donor’s gift will do to help.
The first three-ish paragraphs tend to summarize the whole letter. They share why the donor’s gift is needed, what the donor’s gift will accomplish, and ask the reader to send in a gift today.
The middle section of the letter tends to go more in-depth. It shares more details about why the letter is being written, perhaps shares a story that illustrates the need for the donor to take action, and shares a bit more about what the organization does in situations like this.
The last couple of paragraphs tend to repeat what was said in the first three paraphs.

The Result

This results in a letter that “makes the whole case” in just the first few paragraphs. This ensures that almost anyone who picks up the letter will know what it’s about – which results in more gifts. Think of it as making half of your donors understand more about what their gifts help do – who wouldn’t want to make that improvement?!?

This results in a letter that can sound repetitive to internal audiences because it repeats the main ideas in a couple places. But the vast majority of donors (the audience for the letter!) don’t experience the letter this way. To donors, it sounds like a focused letter about something they care about.

This results in a letter that doesn’t “sound like us” – because if you’re going to summarize the whole case in three short paragraphs you don’t have time to talk the way the experts in your organization normally talk. But remember, if your letter doesn’t “sound like you” I think you should experience “not sounding like you” as a positive, not a negative.

Your Next Letter

The next time you write and design a letter, first go look at the heat map. Remind yourself (and anyone involved with approving the letter) that you’re writing two letters in one.

If you can make your letter work for both Glancers and Readers, you’ve done a great service to your organization and beneficiaries.

How? Because you’ve lowered the barrier to giving a gift. Instead of requiring a person to read the whole letter to know what you’re writing about, you’ve made it possible for Glancers to know – in just a heartbeat or two – why you’re writing them today and what they can do about it.

Do that and a surprising number of Glancers will send you a gift.

And your regular Readers will still send you their gifts.

You will raise more money and do more good.

You will have sent 2 letters in 1.

Lessons from a “Heat Map”

Steven Screen | December 2, 2021December 2, 2021Ask

The graphic above is what’s called a “heat map.” It tracks where reader’s eyes looked as they read this piece of direct mail fundraising. It also tracks the order in which the reader looked at each area.

There’s a LOT this can teach an organization about how to succeed in fundraising through the mail and email…

The “Heat Map” Lessons

Not all heat maps look exactly the same. But they generally look like this one, and they all teach the same lessons:

Most donors don’t read the whole thing
Most donors don’t read your letters in order – they “skip around”
Large type, and type in the upper right corner, will get more attention
They tend to focus on the beginning and the end
They are more likely to read words on the left side of the page than on the right side of the page

Many people at nonprofits find this news distressing.

I find it powerful.

Because once you know how direct mail works, you can use it to raise more money for your cause than you’re currently raising.

The Big Takeaway

So what do you do with this information?

Write your next appeal with the knowledge that you’re writing two letters in one:

One complete fundraising appeal needs to fit in the green areas (more or less). Because most people will scan your letter and decide whether to give a gift – or not – only by looking at the green areas. Your ‘letter in the green areas’ needs to contain everything a donor needs to know to decide whether to give you a gift today.
And the entire letter, from start to finish, needs to make sense for the minority of people who will read the whole letter and decide whether to give a gift or not.

The big idea here is that even though you only write one letter, it’s written and designed to work for BOTH groups of your donors.

The most effective direct mail appeals are written and designed to get the main message across in both the green areas and in the rest of the letter.

To do this well requires a particular style of writing. It’s a style that can be learned.

The tricky part – in my opinion – is to get people who don’t prefer that style of writing to see the reason for it and the benefits of it.

What To Do Now

So here’s the question: are your organization’s letters written and designed to get the main message across to both groups?

If your organization is writing and designing only for donors who read the whole thing, you can be raising a LOT more money.

If that’s you, here are the steps I’d follow. Make sure that the “powers that be” at your organization know about:

Heat maps and the lessons they teach
How you have two groups of readers
How it’s more inclusive to write letters that work for both groups
And how writing for both groups will raise you more money because you’re multiplying how many people receive your message.

In the next post, I’ll talk about how to write an appeal that works for both groups.

If this were a normal post, I’d go ahead right now and share how to write this type of appeal. But I find that it’s not the “tactic” of writing for both groups that holds organizations back from doing it.

What holds them back is either the belief that it doesn’t apply to their organization, or that they don’t like that style of fundraising letter (or email).

So let’s just sit for a couple of days with the idea that there’s a style of fundraising appeal that’s written only for people who will read the whole thing. And if that’s the style your organization is using, in my experience your message is not reaching a very large percentage of your donors, and you’re not raising as much money (and doing as much good) as you could be.

Don’t Limit Your Donors

Steven Screen | November 30, 2021November 30, 2021Ask

Thought you’d like to see some advice that Jonathan Steck shared recently around the ol’ Better Fundraising water cooler.

We serve a bunch of organizations who – perhaps like people at your organization – are worried about the increased amount of fundraising they plan to send out during the last few weeks of the year.

Jonathan is our Creative Director, and he sent the following email to our team:

Hey gang,

We’re getting a handful of clients lately who are pushing back on the amount of fundraising content we’re recommending be sent at this time of year.

This is not unusual.

I mentioned this in our traffic meeting yesterday, but one of the better responses you can provide clients who are concerned with volume at year-end is this:

We shouldn’t decide when the donor gives, or how they should spend their money. Let the donor make that decision.

The moment we (as fundraisers) stop sending appeals, we immediately limit a donor’s opportunity to give. Organizations think they are being considerate of their donors, but they’re really robbing them of the chance to make a difference in the world.

So, if the objection comes up, just encourage your clients not to cancel their year-end content. Let the donor make the decision to give or not.

Happy fundraising!

I love this. It treats donors like adults.

Don’t let fear set your boundaries for how much fundraising you do in the next few weeks. (Or ever, for that matter!)

Quick Example

And here’s a quick example for you. Jonathan and I just got out of a meeting with a nonprofit who followed our advice. They just completed a campaign where they sent 18 emails in 18 days.

They are thrilled with how much money they raised. They raised 60% more than they did last year. And they didn’t see any of the negative consequences that some of their staff feared: no mass amounts of unsubscribes, no angry calls from major donors.

Just money coming in, day after day for 18 days. Money they can use to do more of their mission.

Our Job as Fundraisers

Our job as Fundraisers is to be “sold out” for our beneficiaries or cause – and NOT to limit how much or how often a donor can give.

If you’re thinking it won’t work for your donors, or that your donors are special for some reason, read this.

This year-end, use optimism as a tool.

And as Jonathan says, Happy Fundraising!

The Gap and The Gift

Steven Screen | November 18, 2021November 17, 2021Ask

There’s a gap between your organization and your donors.

Savvy fundraising organizations know that donors don’t know as much about your beneficiaries or cause as your organization does.

That donors often don’t care quite as much as you care.

That donors often use different words and phrases than you would.

Savvy fundraising organizations know that the people on the other side of the gap are not likely to close the gap themselves. Donors are quite happy as they are, thank you very much. They don’t have a felt need to be educated, learn new jargon, or grow to an expert’s level of understanding.

So savvy fundraisers make the generous act of crossing the gap and meeting donors where the donors are.

That means writing to donors at donors’ level of understanding. It means no jargon. It means being specific, not conceptual.

It means figuring out what motivates donors to give and crafting your fundraising around those motivators – even if those motivators are not what motivates the organization’s staff.

And when you’ve done the generous thing – crossed the gap to meet the donor where they are – then you can ask them to take a first step towards involvement and greater understanding.

That first step? It’s usually a financial gift. A check in the mail or a donation online.

And that gift happens because you gave them a gift, first. You crossed the gap. You went to them.

The Evolution of the Ask

Steven Screen | November 11, 2021November 10, 2021Ask

I want you to identify which part of the circle your organization is currently in.

And before I go too far, let me just say that the graphic above doesn’t apply to every organization. Nor is it exactly right.

But it’s still true.

At their founding, organizations tend to have remarkably simple and powerful asks / calls to action.

These are phrases like:

Help save the grizzlies!
Will you give so that the Opera can put on the next performance?
Will you help the Quilting Museum keep the doors open?

Simple. Clear. Powerful.

It works so great that the founder’s idea, plus their passion, raise enough funding to become an organization. That’s an incredible transformation!

And then, as organizations get bigger, they move around the circle to the right. Their fundraising and the team creating it gets more complex. Their ask evolves.

It’s a well-worn path.

Internal forces cause the asks above to evolve into less effective asks like:

Our work in the local ecosystem with multiple bear species is such a success, will you join us?
Will you support the light, drama and majesty of this art form we call “Opera”?
Please join the beautiful patchwork of the human quilt!

Let’s be clear: these things happen for good reasons with good intent. Creative and passionate people, with little-to-no training in direct response fundraising because our industry doesn’t do a great job of that, do the best they can.

And it works. The team works hard. Donors are generous and support the things they love. The organization raises money.

But in the context of direct response fundraising (your appeals, e-appeals, newsletters, etc.) it doesn’t work as well as the simple, clear, powerful approach.

This graphic exists so that your organization can skip a few steps on the journey back to simple, clear, powerful fundraising that works like crazy.

So, go back to the graphic and locate your organization again. Think about where you currently are, and what steps you can skip. If you can skip a step or three, you’ll rapidly increase your organization’s fundraising capacity!

Getting Boundary-Stretching Fundraising Approved

Steven Screen | November 9, 2021November 9, 2021Ask

I’m fresh off the plane from last week’s Storytelling Conference, and there’s something I forgot to share.

It’s a simple, story-based tool for anyone who wants to try a fundraising approach that’s new to their organization… and needs to get their boss to approve it.

This tool doesn’t make it easy – a fundraising approach that’s new can challenge beliefs people have about how fundraising works. And beliefs don’t easily change. But it’s a start, so here goes…

Step 1 – Share What You Learned

Share the new strategy, tactic or approach that you learned at the conference.

Step 2 – Tell Your Story

Share how the knowledge of new strategy or tactic changed how you think. Give examples if you can, saying things like, “I used to think that it worked like X, but now I see that it can work like Y.”

Share how you think that the approach could help your organization raise more money and achieve more of your mission.

Step 3 – Share Why You Can’t Believe

Confess that you now wonder if the previous approach you took is really the best approach. You’re not “proclaiming” here – that can put people on the defensive because the meta is that “you’re right and they’re wrong” – and we don’t want that.

Confess that you’re wondering if the current way of doing things is raising less money than you could be and holding your organization back from doing more.

Step 4 – Share Your Conflict

Acknowledge that by sharing this you’re aware that it upsets the status quo, and that you don’t enjoy doing that.

Step 5 – “What Should I Do About This?”

Ask a simple, direct question: “What should I do about this?”

Be a good listener.

You may get shut down. You may find that there’s a possibility of trying the new approach.

Regardless, be solutions-oriented. Offer to look for a low stakes place to try the idea. Perhaps you can try it in an e-appeal during a dead time of the year? If people are worried about the Board’s reaction, take the Board off the send list.

Step 6 – Remember That You Are On The Same Team

If your organization is completely against the new approach, now you know.

But you will have honored the organization by introducing a new idea in a sensitive, thoughtful way. Their reaction is up to them.

What comes next is up to you. Some people in this situation will bring the idea up again a few months later. Some people will leave the organization. Whatever your approach is, remember that you’re on the same team right now.

Step 7 – You Can Always Ask For A Do-Over

If there’s no tolerance for failure, there’s no innovation.

That goes for your organization; if your organization isn’t willing to fail, they won’t be willing to try your idea.

But in this moment it also goes for you – you tried a new approach to get a new idea approved. And kudos to you; you took the vulnerable approach, tried to innovate, and were willing to fail. Good on you.

If it didn’t work, you can thank the person for listening, and in most cases you can ask if you can try again later.

In My Experience…

If you present a challenging idea in a sensitive, thoughtful way, you have a better chance of getting in a conversation about it.

If you get in a conversation about it, you have a better chance of it getting approved.

So whether you’re back from the conference and have a head full of new ideas that conflict with “the stories your organization tells itself about fundraising,” or just read about an idea that you want to try, give this approach a go.

Reasons to Give Today

Steven Screen | November 2, 2021November 2, 2021Ask

Hello from San Diego!

As I post this, I’m presenting at the Nonprofit Storytelling Conference. The graphic above is part of my presentation, and I thought you’d find it helpful as you create your next piece of fundraising.

It attempts to illustrate a simple principle: when asking for support, the more reasons you can provide that your donor should give a gift right now, the more likely it is that the donor will make a gift.

If the only reasons your nonprofit provides are that the donor’s gift will support your organization and do good work, you’re less likely to receive a gift. Because every nonprofit can say that every day of their existence. That’s what it is to be a nonprofit.

But if you can give your donor more specific reasons that her gift is needed today, you’ll raise more. Reasons that are proven to work well are things like:

Matching funds will double the donor’s gift – this appeals to a donor’s sense of thriftiness
That there is some need today, some wrong that can be righted – this appeals to a donor’s moral sense of right and wrong, and her belief that she’s a person who responds when people or causes she cares about are in need
That something bad will happen if help is not received – this appeals to donors because humans are motivated to avoid negative things happening

Those aren’t the only reasons; there are lots of others.

But for today’s purposes, think about this the next time you create a piece of fundraising. Don’t just tell your donor that her gift will support your organization and do more good. Any organization can say that. Instead, provide your donor with more specific reasons she should give a gift today. If you do, you’ll receive more gifts.

The Fundraising IS the Relationship

Steven Screen | October 21, 2021October 15, 2021Ask

When it comes down to it, fundraising is not that hard.

You treat donors and potential donors with kindness and respect. You try to build relationship with them.

We all “get” the relationship aspect.

But every organization has some donors that you are never going to be in relationship with. These are donors who don’t go to events. They are $25 donors and major donors who you’ve never met and won’t return your calls. They aren’t known by anybody on your staff or board.

But you still want a relationship with them. And believe it or not, it’s possible to have a GREAT relationship with them.

Here’s the secret…

Your Fundraising IS Your Relationship

You’re already in a relationship with them.

The way you communicate with them is you send them fundraising. The way they communicate with you is by giving a gift… or not.

So for your side of the relationship – the fundraising that you send them – the question becomes; “How are you going to show up?”

Take a look at a bunch of standard practices is mass donor fundraising, and think about all of these in the context of relationship:

Fundraising that talks mostly about the organization itself, and very little about the donor
Only sending out a couple pieces of fundraising a year, and going dark (ghosting) for weeks and months
Fundraising that, when sharing success stories made possible by the donor and the organization, focuses almost exclusively on the organization’s role
Fundraising that’s written to the organization’s level of expertise, instead of written to the donor’s level of expertise

You’d never put up with those behaviors from another human, would you?

It’s almost like we ignored the basic principles of relationship when we created mass donor fundraising plans and materials, don’t you think?

So is it any surprise those approaches don’t make for effective fundraising?

Your Side of the Relationship

Here’s how to hold up your side of the relationship, how to show up in your donor’s life and be the type of organization that she’d like to be in relationship with:

Fundraising that’s mostly about what she cares about (your beneficiaries and what she can do or has done to help), and less about your organization
Fundraising that regularly shows up in your donor’s life
Fundraising that focuses more on the donor’s role and less on the organization’s role
Fundraising that’s written to make it easy for a donor to understand

Follow those principles and you’ll build GREAT relationships with donors you’ve never talked to.

And over time, many of your donors will “upgrade” their relationship with you through attending an event, giving you a major gift, including you in their will, etc.

And it will have happened because you made the generous choice to show up in their lives.

You held up your end of the relationship in a way that made them want to get to know you better.