How You Can Get Comfortable Using the “F” Word

Man shocked.

I recently heard a client tell me, “I find it hard to even talk about fundraising at work. It’s like it’s a dirty word.”

Do you feel like this, sometimes?

It’s a common struggle among fundraisers as we work to educate our co-workers and internal teams to the necessary, yet nuanced world of fundraising.

And yes, the “F” word is Fundraising.😀

The misconception in many organizations is that fundraising isn’t really a function of our mission. Instead, fundraising is the activity that nobody likes to talk about.

And it’s you, the fundraiser, who suffers.  Often times folks in fundraising feel the internal tension that their task is simply not seen as important as the boots-on-the-ground work that the organization is doing.

I’m sure you’ve heard some, or all of these objections when using the “F” word in your organization…

“That story is too sad, we can’t share it with donors.”

“We’re sending too many letters to our donors, we should stop.”

“We should be telling the donor more about the good things we do.”

“We don’t need to raise money for the programs you want to talk about.”

“This letter implies that we need help.”

Well, here are 4 tested and proven things you can do right now to help remove the internal tension and get folks more comfortable with using the “F” word.

1. Meet With Your Teams

To help educate internal teams on the importance of fundraising at your organization, schedule a short meeting that gives folks a simple overview of what fundraising is, and why it’s necessary for the mission.

This doesn’t have to be a long, bloated meeting.  In fact, I would recommend to keep it short and use visuals, like a PowerPoint presentation to get your point across.

Donuts help, too.

Better Fundraising regularly does these presentations to programs teams, leadership, and boards, and find that folks walk away with a much clearer understanding to what fundraising is, and why it’s not a dirty word.

2. Share Your Appeals with Internal Teams

It’s often overlooked, but taking some time to walk around and literally handing internal staff a copy of your next direct mail appeal works wonders.

That’s because a common complaint from many internal teams is that they don’t know what’s happening in fundraising, and what donors are receiving. 

So, handing out a copy of your next appeal gives you opportunity to build relationships, answer questions face-to-face, and develop goodwill with all stakeholders.

3. Run a Kick-Off Meeting

It’s a great idea for your Fundraising Team to have a kick-off meeting for every campaign. 

The kick-off meeting is a great way to provide non-fundraising staff with an overview of the campaign, its components (letters, emails, events, etc.), the fundraising offer, story, and messaging, plus internal goals and objectives.

This meeting is not designed to be a discussion about “how” or “why,” but rather answering the “when,” “what,” and “where” for the campaign. 

Set the expectation at the start of the meeting, and invite participants to stay behind after the meeting for questions and clarification, if needed.

4. Food

Folks working in nonprofits generally don’t need a reason to share morning tea and snacks with each other.  Food brings people together, so take advantage of it!

If the weather is nice outside, consider having your fundraising team host a BBQ or picnic. Or have fundraising staff each bring a pie, cookies, or something delicious to put in the lunch room.

The key is to email your organization staff and let them know that the Fundraising Team is doing this, and to come and grab something to eat.

These ideas sound simple, and in many respects they are.  But they are proven ways to educate folks to the importance of fundraising in your organization, remove tension with internal teams, and get you confidently using the “F” word, again.

5 Tips for Getting Internal Feedback that Doesn’t Make You Scream

Picture this:

You create a high impact direct mail fundraising piece. You have a strong fundraising offer. You write using a structure that is proven to work. You use simple language that is easy to understand.

Now it’s time to…

(drumroll…)

…get internal feedback and approval so you can send your mailing to donors.

(cue: terrified scream…..!!!!!)

Here are five tips to help make this process easier so you get feedback that DOESN’T make you scream.

  1. Keep your feedback list small. Who absolutely MUST see the mailing before it can go out? Keep that list to one or two people, including the letter signer. If your list is more than two, have a conversation with your boss and see who you can gently release from this process. When people at your organization give feedback without understanding direct mail fundraising, you end up with a less effective mailing.
  2. Ask for “feedback” rather than “edits.” When you ask for “feedback” you leave room for YOU to use your training and discretion to make a change or not. When you ask for “edits” you may give the impression that you will make the changes… all the changes… that are sent your way. Cue the screaming.
  3. Give context before asking for feedback. When you ask for feedback from someone who is not trained in fundraising, they may inadvertently remove the things that make the piece effective. Give them a heads up about the important parts of the piece that need to stay the same for the piece to raise money. (cough – hands off the first four paragraphs and the P.S.!)
  4. Be specific what feedback you are asking for. When you ask for general feedback, you will get a range of opinions that are not helpful. Ask specifically for what you want. Factual corrections? Design input? Grammatical proofing? Final approval from the signer? Ask for what you want specifically from each person on your feedback list, and you will filter out some of the opinions that don’t help get the job done.
  5. Give them a due date… and build in some cushion time. Make sure your mailing doesn’t get derailed because it’s sitting on a pile somewhere. Be clear about the due date, and follow up to make sure you get the feedback when you need it.

Getting internal feedback can be a frustrating process, but it doesn’t have to be. These five tips will help you get the feedback you need without wanting to scream. Give it a try and let me know how it goes by commenting on this post!

Upgrade your mid-level communications today using these 3 tips!

Personalized.

While we might wish that each of our communications could be perfectly personalized for each donor, this often isn’t the reality.

It can take way too much time. We often don’t have all the accurate data needed. And frankly, the donors don’t give at a level that warrants that kind of attention to detail… yet.

So, for this group of “mid-level” donors who aren’t quite in a gift officer’s portfolio, but give at a higher level than many of your annual or mass donors, here are three ways you can easily personalize your communications without taking too much time:

  1. A Cover Letter with personalized program or campaign information
    • Try sorting your mailing list by the last fund or campaign that your mid-level donors gave to. Group them by that fund or campaign and merge a sentence or two about that program into a personalized cover letter to accompany your communication.
  2. Post-it notes
    • Did you know you can print on post-it notes at your office? Add a personalized thank you to any generic letter for your donors. Depending on the size of your mailing list, you can type out each one in Excel and merge, or type directly into Word, letting your donor know how special they are. Here’s a link with step-by-step instructions!
  3. Send a hand-written thank you
    • Gather a couple staff members and have a half-hour “thank you card party” every week. Imagine: Thank You Thursdays! Prioritize your list of donations by amount, from high to low. For the donors you don’t have time to make a thank you call, send a short hand-written note. Be sure to include the personal contact information of the signee in case the donor would like to call you back!

Even if you try just one of these three tips in your next mailing, you are improving your donor’s experience by making them feel truly appreciated. The chances one of your mid-level donors upgrading to a major donor just increased!

Donor Acquisition: Think Medium-Term

acquisition

If you’re thinking about doing paid donor acquisition, you need to learn to think in the medium-term.

Here’s the story…

Two organizations we’re honored to serve spent significant sums on donor acquisition right before the pandemic.  One spent about $500,000, the other spent a little less than $1,000,000.

Both efforts lost money that year.  The campaign that cost $500,000 raised about $390,000.  The campaign also acquired new donors, to be sure.  But loud voices in the organizations disparaged the campaign.

And it’s easy to see why the campaign was disliked IF you’re thinking in the short term. 

However, we recently looked back at all the donors that were acquired in that campaign.  The organization discovered that those donors had given over $4,100,000 since being acquired.

Getting a return of $4,100,000 on an investment of $500,000 is a pretty good deal.  What looked like a “loss” of $110,000 in the short term was a gain of $3,600,000 (and counting!) in the medium-term.

(Of course there have been costs to cultivate those donors in the intervening years, but they are super minimal.)

What’s more, the organization would have been in real trouble during the pandemic if they hadn’t had those donors helping out.

If your organization is thinking about moving into paid donor acquisition, I hope this story serves as encouragement.  Moving to paid donor acquisition is a big step forward in an organization’s growth.  And you can read this post too, which will help you think critically about how to “make the leap” for your organization in particular.    

In short-term thinking, investing in donor acquisition a losing proposition.  In medium-term thinking (and beyond), investing in donor acquisition is investing in the growth and stability of your organization.

It’s a Trap!

Trap.

Please please please, do not get stuck in the classic nonprofit trap of thinking, “We want to raise more money but we have to sound like us.”

First, let’s take just a moment to acknowledge the strategic absurdity of expecting to raise meaningfully more money this year but “say the same things we always say in the way we always say them.”

What I want to focus on is this: I know of no nonprofit with a thriving fundraising operation that “sounds like” they sounded when they started. Instead, they experimented with and tailored their message over time, in order to raise more and do the most good.

“Sound like us” or “sound like me” are good values, but should not be the primary values.

An organization’s primary value for their fundraising communications should be something like, “we will continuously evolve our fundraising messaging so we can fund more and more of our mission work.”

(I’m assuming we’re telling the truth, etcetera etcetera.)

What’s more, an organization should “sound” different when communicating with different audiences. You should sound different when talking to an experienced professional at a Foundation partner than you sound in an email asking non-donors to make their first gift.

The primary goal for an organization’s fundraising communications should not be to “sound like us.” The primary goal should be to evolve and improve “what you sound like” over time in order to raise the most money and keep as many donors as possible each year.

Three Reasons You Should Occasionally Let Your Fundraiser Try Something New

Something new.

If you have some control or influence over fundraising at your organization – please take a minute to read this.

Maybe you’re the Executive Director, or a Board member, or the Head of Programs. But you have some “say” over your fundraising strategy, content and language.

Here’s what I want you to do:

Let your Fundraiser try something new every once in a while. Even something you don’t like.

There are three main reasons you want to do this…

  1. No one piece of fundraising is going to make or break your year. So it’s fine if you try something new every once in a while, even if you’re a small organization. Most nonprofits overestimate the importance of any one particular piece of fundraising.
  2. If a smart Fundraiser doesn’t get to try new things every once in a while, they will likely leave. One of the reasons nonprofit fundraising has a massive turnover problem is that Fundraisers are told they will be responsible for the fundraising – and usually told they need to raise more money than last year – but also must take all of the advice from non-Fundraisers. Would you thrive in that environment?
  3. For your organization to raise a different amount of money, you must communicate differently than you have in the past. Put another way, your current communication plan and messaging are perfectly designed to raise the amount of money that you raised last year. If you want to raise meaningfully more, you need to make meaningful changes.

If you don’t accept a little risk by giving your Fundraisers the freedom and leeway they need to make changes, you haven’t given them the freedom and leeway they need to achieve the fundraising goals.

The Pandemic Fundraising Lesson That’s Applicable Tomorrow

pandemic

Isn’t it odd that, during the pandemic, many organizations whose work had nothing to do with the pandemic raised record amounts of money?

What should that strange fact teach Fundraisers who are paying attention?  Because on the surface of things it sure doesn’t make sense.

I think there are a bunch of reasons, and here’s my attempt at a summary…

People give charitable gifts to exert a little control over the world.

All of us like feeling that we have control in their lives. The pandemic took away that control. Jobs were lost, jobs changed, we couldn’t leave the house, etc.

Yet people still had a deep need for control.

One of the things they did was give to charities. They gave, according to their priorities, to exert a little control over the world.  To remake a little bit of the world into the world they wish it was.

Those people – your donors – determined their priorities long ago. They had their priorities before they started giving to your organization, and will most likely have those priorities after they have finished giving to your organization.

The pandemic changed their circumstances, but did not change their priorities.

And For Today…

The principle we’re discussing is good to remember if North America slides into a recession. 

If (when?) that happens, the voices at nonprofits will start sharing their reasons that “we shouldn’t be asking donors for gifts right now.”

But remember: the recession might change donors’ circumstances, but it won’t change their priorities.

That’s exactly when you need to remember to be sold out for your cause.  Give your donors a chance to “exert a little control over the world” through your organization to help your cause or beneficiaries.

Everyone (and by that I mean your beneficiaries, your donors, and your organization) will be glad you did.

(H/t to Andrew who recently reminded me of this in a meeting.)

51 Birthday Thoughts on Fundraising

Fundraising

Today is my 51st birthday, and that’s a great excuse to share 51 pieces of advice and observations about the crazy wonderful world of fundraising.

In no particular order…

  1. If you’re not occasionally amazed that you can send out letters and emails to people and they send you money back, you’re not hooked up right.
  2. Pay close attention to all surveys and research on fundraising that are based on donor behavior. Put all surveys and research on fundraising that report on what donors say they will do into your “to read later” pile. 
  3. Every piece of fundraising should have a donor-shaped hole in it. 
  4. Fundraising is harder for younger people because they must create materials for an audience that’s primarily 40 to 50 years older than they are.
  5. The ability to differentiate between different types of fundraising, and different audiences for fundraising, is a sign of fundraising mastery.
  6. The older I get, I see that success in major donor fundraising is more manageable and measurable than I ever suspected.
  7. Large nonprofits don’t send out a lot of appeals and e-appeals because they are big.  They are big because they send out a lot of appeals and e-appeals.
  8. The “stories an organization tells itself” about Fundraising have a greater effect on how much money they raise than the stories they tell their donors.   
  9. Work hard to create repeatable “fundraising assets.”   Create “fundraising art projects” – which will be used once – only when necessary.
  10. Most nonprofits should mail their donors two more times than they did last year.
  11. A nonprofit website is only as effective as the questions asked when work starts.  If you start with the question, “How can we tell people all about our work?” you’ll get one type of website.  If you ask, “How can we make it easy for people to do something?” you’ll get another type of website.
  12. Each time I hear a song by Taylor Swift I think, “She’d make a great direct response fundraising writer.”  I’m aware this is a little weird.
  13. The only good news in appeal letters should be that the donor’s gift will solve the problem.  These are hard words to live by, but incredible for long-term fundraising success.
  14. Nonprofits have egos.  And they do not like to be vulnerable.  But vulnerability is the path to deeper relationship with donors.
  15. In nonprofit fundraising, your brand being relevant to a given situation/context is more important than your brand being consistent across all situations and contexts.
  16. There are some differences between direct mail for mass donors and direct mail for major donors, but not as many as most people believe.
  17. My ability to be compassionate is increasing as I age.
  18. If you’re not regularly getting complaints and unsubscribes, you’re leaving a lot of money on the table.  Complaints are a fee you pay to achieve a goal, not a fine you pay because you’ve done something wrong.
  19. The most effective Fundraisers and fundraising organizations have a tolerance for pain.  They endure the pain of creating messages that internal audiences don’t like, and the pain of sharing real needs, and the difficulty of being other-centered.  Fundraisers endure those pains because they know that they will raise more money for the organization if they do.
  20. Most donors care far more about what their gift did than they care about what your organization has been up to.
  21. Every generation creates a new philosophy for why they shouldn’t share the need.
  22. I believe that most critiques of donor-centricity are actually critiques of “donor centricity taken way too far.”  Donor centricity, when exercised properly, has healthy boundaries.
  23. For many of an organization’s donors, the fundraising you send them IS the relationship.  So how are you going to show up in that relationship?
  24. All strategy is sacrifice.
  25. Fundraising doesn’t create tension in donors, it reveals tension they already hold.
  26. Fundraising is so much better than “news.”  When fundraising reveals tension in a donor between the way the world is and the way they want the world to be, fundraising presents the donor with something impactful they can do right now to help.  News just moves on to the next story.  
  27. Letters that look like personal letters tend to perform better.
  28. When people critique fundraising by saying, “this doesn’t sound like me/us,” I always think, “Well, if ‘sounding like you’ were the key, wouldn’t you be raising a lot more money than you currently are?”
  29. Organizations that are optimistic about fundraising raise more money than organizations that are pessimistic about fundraising.
  30. If you want a donor to do something, ask her to do something that’s actually doable.  You have a greater chance of success asking a donor to “provide one new library book” than you will asking a donor to “provide new library books to local children.” 
  31. Fundraising success is much more a knowledge issue than a talent issue.  This is particularly true in direct response fundraising.
  32. There will always be fewer complaints than the organization fears there will be.  And the complaints that do come in will be less meaningful and impactful than organizations fear they will be.  And about 1/3 of complaints can be turned into donations on the spot if the person hearing the complaint is prepared.
  33. In general, having a ratio of about 2 asks (appeals) for every one report (newsletters) seems to maximize revenue and retention.
  34. I’ve never met a nonprofit whose fundraising failed because they were talking to the wrong people.  But I’ve met lots of nonprofits whose fundraising failed because they were talking to people about the wrong things.
  35. People tend to overvalue the importance of one piece of fundraising, and undervalue the total importance of all their fundraising.
  36. Ineffective fundraising is about the organization and its processes.  Effective fundraising is about the donor and her values.
  37. The ability to get to the point quickly is gold in direct response fundraising.
  38. Most fundraising isn’t written to persuade, it’s written not to offend.
  39. A powerful piece of fundraising causes the recipient to have to choose; am I in right now or am I out?
  40. Donors’ generosity during the pandemic is one of the most meaningful things I’ve ever seen.
  41. An organization handing you the keys to their fundraising is one of the biggest privileges you can be given.
  42. Fundraising, done properly, takes a toll on the Fundraiser.  You have to regularly expose yourself to tragedy and injustice and need, and then you have to share those things with donors.  Thankfully, the consequences of doing so are incredible instances of generosity and goodness.
  43. The first sentence of anything you write is the onramp to the rest of the piece.  If that first sentence is long or complex, fewer people will read.  When fewer people read, fewer people give.
  44. It is so hard to keep the main thing the main thing.
  45. Irony is when a person who is an amateur at fundraising tells me that fundraising I’ve made is “not professional.”
  46. There are no sure things in fundraising.  Everything is a bet.  Some bets are more likely to work than others. 
  47. Using two spaces between sentences is a small, donor-centered bet.  Having two spaces between sentences is quantifiably easier for people to read, and it’s more familiar to older donors.  Regardless of personal preference, if using two spaces between sentences helps more people read your fundraising, isn’t that a bet worth making?
  48. If you want to be effective at fundraising today and in the future, get good at getting attention.  It’s getting harder and harder to get donors’ attention.
  49. In my whole career I’ve seen one instance of the data showing that the organization was asking too often.  One.
  50. Effective direct response fundraising is so hard to create because it’s other-centered: it’s more about the donor and her values, and the beneficiaries, than it is about the organization sending it.
  51. The ability to do fundraising as a career is a gift.

Repurpose the Proven

story

In a movie directed by Oliver Stone in the second half of the 1980’s, Charlie Sheen plays a young man who follows a bad father figure, then turns to follow a good father figure. Can you name the movie?

If you said Platoon, you are right. If you said Wall Street, you are right. Both movies told the same story, and both were a huge success. The primary difference was that Platoon took us into the green jungles of Viet Nam circa 1967, and Wall Street took us into the concrete jungles of Manhattan circa 1985.

Here’s my point: Wall Street premiered less than 12 months after Platoon, but no one who saw it complained, “Hey, we were told this story last year!”

That’s a quote from Roy H. Williams, one of my favorite writers. 

It’s one of those quotes that’s not about fundraising, but it’s absolutely about fundraising.

Because if you’re going to get good at fundraising, you’re going to find yourself telling the same “story” over and over again.

The beneficiary will change.  The circumstances and details will change.  But it’ll be the same “story” in the way Platoon and Wall Street are the same story.

Because when you find a particular “story” that elicits the response in your donors that you’re looking for, you want to repeat that “story.”  Again and again and again.

You’ll get tired of it.  But no one will complain and say, “Hey, we were told this story last month.”  Because a vanishingly small number of donors will notice that the “story” was the same. 

There are types of stories that work better than others.  For instance, there’s a type of story that works best for appeals and e-appeals.  There’s a type of story that works best for newsletters and “report backs.” 

Again, you or your organization might get tired of the story types that work best for you.  But don’t let your organization’s boredom with any particular story type get in the way of creating effective communications for your donors.