Don’t Limit Your Donors

Don't limit your donors.

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

The Gap

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

Evolution of ask.

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

Exceed expectation.

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

Reasons to Give Today.

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

Fundraising relationship.

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.

Top 5 Appeal Tips

Top 5 Appeal Tips.

I’ve reviewed a LOT of appeal letters.

Recently someone thought to ask, “What’s the advice you give most often?”

What a great question! I immediately wanted to know because it seemed like the top 5 pieces of feedback would make a great “checklist” to share with organizations who want their appeals to raise more money. So we did the research.

From hundreds of reviews, here are the Top 5 pieces of advice I give most often when reviewing an appeal or e-appeal…

#5 – Avoid using pronouns in underlined or bolded copy

The main reason to highlight specific sentences and sentence fragments in appeals is to pre-select what you want most people to read.

Here’s what I mean by “pre-select.” Most people will scan, not read, an appeal letter. As they scan, their eyes are most likely to stop on emphasized copy. So by bolding and underlining, you are in effect choosing for the scanner the parts of your appeal they are more likely to read.

And if you’re going to take the time to choose a sentence for a person to read, make sure they can understand that sentence without having read the rest of the letter. Which brings us to underlining pronouns and why not to do it.

If you underline a sentence that reads, “He needs it today” the person scanning your letter does not know who “he” is and doesn’t know what “it” is. The person’s limited attention has just been taken by something they can’t understand. Not good.

Whatever you highlight in your letter should be able to be easily understood without the context provided by the rest of the letter. It needs to make sense if it’s the only thing the person reads.

#4 – Ask donors to help one beneficiary, not to help all the beneficiaries

Appeals and e-appeals tend to work better when the donor is asked to help one person – one beneficiary – instead of asked to help all the beneficiaries.

To give you an example, a foundation that supports a hospital would likely write, “Your gift today will help cancer patients.” But the appeal or e-appeal would raise more money if the ask was, “Your gift today will help a cancer patient.”

Why? Because when a donor is asked to help just one beneficiary, it’s easier for her to say “yes” then when she’s asked to help an unknown, larger number of beneficiaries.

Additionally, it’s more believable. Say I’m a $1,000 donor to an organization that helps kids. Do I really believe them when they say, “Your gift will help all the children we serve”? I know the organization helps thousands of children, and I’m pretty sure my gift isn’t going to help all of them.

There’s a rule I have in mind as I create or review any piece of fundraising: I need to convince the donor to help one person before they will be interested in helping more than one person.

#3 – Include no more than 1 or 2 numbers in an appeal

Most numbers in appeals need context and thought before the donor recognizes why those numbers are important.

But because most donors don’t have the context, and are unlikely to put in the thought, the numbers become a part of the appeal that the donor doesn’t really understand.

Think about that for a second; the organization is using numbers to establish credibility and expertise… but is pushing donors away. The numbers have the opposite effect than the organization intends.

The numbers can be GREAT for Foundations, Partner organizations, Government grants, etc. But not for mass donor appeal letters and e-appeals.

And of course there are some numbers that are good to have in your appeals – you can read about those here.

#2 – Avoid “we” and “our” language

Your fundraising appeals and e-appeals should sound as if they were written by one person, for one person.

It should not sound as if an organization is writing a donor. It should sound as if a person is writing a donor.

Are there times with the editorial “we” makes sense? Sure. Some parts of annual reports come to mind. Your website. Blog posts, too.

But in your direct response fundraising, sounding 1-to1 is the way to go.

#1 – The only good news in an appeal should be that the donor’s gift today will help

Here’s something we see again and again – it’s like clockwork.

We’ll start working with an organization. Their previous approach to appeals was to “share a story of something they’ve already done, then ask the donor to do more of that thing.”

We change their approach to appeals that “share what’s needed today and how the donor can help.”

Their appeals begin to raise more money immediately.

Note: you should absolutely share past successes. That’s how your donors see that their gift to your organization was a good decision. But share the successes in separate publications; your newsletters, your blog posts, stories on your website, in e-stories, and your annual report.

Focus your appeals on something the donor cares about but that needs help, and the fantastic news that she can make a difference with her gift today.

This is hard because it’s counter-intuitive. But it works like crazy.

Four Times You Can ‘Break the Rules Like an Artist’

Break the rules.

There are best practices for direct response fundraising for a reason.

Smart Fundraisers and organizations, looking at patterns over the last 70 years, have noticed that some tactics in appeals and e-appeals work better than others.

But there are absolutely times you can “break the rules” and succeed. Sometimes succeed wildly.

“Learn the rules like a pro, so you can break them like an artist.”
— Pablo Picasso

Here are four instances when you can break the rules…

The Story, or Storyteller, is Incredible

My general rule of thumb is to ask the donor to give a gift, and tell her what her gift will accomplish, no later than the third or fourth paragraph.

But if the story in the letter is so dramatic and powerful that it’s a good bet the reader will keep reading, you can absolutely work the ask in later.

Also, some nonprofit leaders are so good at storytelling that their letters just draw people in. In that case it’s also OK to delay the ask. But that happens in perhaps 5 out of 100 organizations, in my experience.

Fiscal Year-End

I’m always banging on about how it always works better to ask donors to “help beneficiaries” than it does to ask donors to “support the organization.”

That said, a “Fiscal Year-End Appeal” is as close to a sure thing as you can get.

Each year I’m a little doubtful because asking donors to “help us end our fiscal year strong with a gift today” feels like it violates my core understanding of how fundraising works… and each year it works great.

As an aside, a “shortfall letter” that asks donors to “erase the shortfall” will also always work well. And you can do them more often than you think.

Writing to major donors

As a rule, a major donor is more likely to read more of what you send them than a mass donor is.

So you can take longer to get to the point. You can be more relational. Your letter or email can be more personal.

Don’t ignore the foundational truth that a significant percentage of people will scan, not read, whatever you send them. But major donors are more likely to give you the benefit of the doubt and read more.

The Situation is Extraordinary

The pandemic is a good example of this. The situation was so extra-ordinary that organizations simply could explain how their beneficiaries were being negatively affected, ask donors to help, and money poured in.

The asks didn’t need to be specific. Exactly what the donor’s gift would do sometimes didn’t even get explained.

But any time donors know that a situation is extraordinary and harmful, you don’t need to “follow the rules” as closely to get them to respond. This goes for most natural disasters, whether they are news globally or local in scale.

The Rest of the Time

In the meantime – when you’re not in one of the above situations – develop a practice. Learn as much as you can. Don’t treat any one piece of fundraising as precious.

Learn the “rules” like a pro, and you’ll know when to break them like a fundraising artist.

Creating Tension or Revealing Tension?

Tension.

I was speaking with a founder of a nonprofit recently, and she said something that was so good I knew I had to share it with you…

We were talking about sharing the needs of beneficiaries in appeals and e-appeals. I shared that we believed in sharing those needs, even though sometimes doing so made donors uncomfortable. Her reply was fantastic:

She knew those stories sometime caused tension in donors, she said.

Then she continued…

“When we nonprofits tell a story that shares the needs of a beneficiary, we don’t create the tension that the donor feels. The story just reveals the internal tension the donor holds between how the world is and how they believe the world should be.”

I love that! It jives with how I’ve always felt: great-performing appeals remind a donor that “something’s not right in the world, but it could be if you help.”

And it hints at why sharing the need is so effective in appeals and e-appeals: it taps into something the donor already knows and feels.

No education is needed. No programs or processes need to be discussed.

It’s like a shortcut to the donor’s heart. To what she cares about most.

Your donors want to make the world a better place. So share “stories of need” in your appeals and newsletters. (Save your “stories of triumph” for your newsletters and other Reporting tactics.)

Use a story to remind your busy donors that the problem your organization is addressing is affecting people right now, today. And that their gift will make a meaningful difference.

When you do, more donors will exercise their values by giving a gift through your organization.

And later – in separate communications – be sure to remind your donors of the good that their gift and your organization has done. Because if you’re going to reveal the tension, you should also reveal the triumph.

Organizations that only do one or the other aren’t raising as much money and doing as much good as they could be.