Maybe the Donor Said “No” Because…

Maybe the donor said no because it’s finally a nice day, so they went outside instead.

Maybe the donor said no because their spouse had already recycled the mail that day.

Maybe the donor said no because their taxes were a little higher than expected last month.

Maybe the donor said no because their passions are elsewhere right now.

Maybe the donor said no because they also received an unexpected bill that day.

Maybe the donor said no because they are on vacation and haven’t looked at email in a week.

***

You already know I’m a big believer in taking extreme responsibility for the success or failure of any piece of fundraising. But I also believe there’s a LOT that’s out of the Fundraiser’s control.

So… pay close attention… but don’t take the “no’s” personally.

How to Ask for a Major Gift

ask

A Beginner’s Guide to Major Donor Fundraising Success: Step #3, How to Ask for a Major Gift

When it’s time to ask for a major gift from a donor, it helps to have a simple game plan.

First, set up a time to meet in person. This can be the hardest part! Donors are busy.

Start by giving them a call on the phone. Tell them why you’d like to meet (don’t leave them guessing!) and suggest a time and a place that’s convenient for them.

It may take a few phone calls, texts, emails, (carrier pigeons). That’s normal. Keep at it! If you can secure a meeting, you’re halfway there.

Once you have your meeting set, here’s your meeting game plan:

  1. Social time (5 minutes). Order coffee, ask about their family, be warm, friendly, and LISTEN.

  2. Deliver the fundraising offer (3 – 5 minutes). Share the problem, the solution, and how you’d like them to help. Ask if they’d be willing to give a specific amount. Aim for a higher amount than you think you can get.

  3. Sit quietly and wait for their response (as long as it takes!). Don’t talk. Wait for THEM to talk. Let the donor sit with the request and consider it. If it feels awkward, that’s okay. Take a sip of coffee.

  4. Listen to what they say and respond appropriately (5-ish minutes). Answer any questions they have. Address concerns. Listen for what’s important to them.

    If the answer is yes, thank them warmly and share any details needed for them to make their gift.

    If the answer is maybe, let them know when and how you will follow up with them.

    If the answer is “not right now,” see if you can find out more. Is it a timing thing? Have their interests shifted? You could try asking for their opinion on something related to your campaign or mission. This is a good way to keep the communication open and let the donor know you value them, even if they can’t give financially this time.

  5. End the meeting on time. Thank them, shake hands, then go to your car or back to your office and jot down any helpful notes from your meeting.

  6. Follow up as agreed. Be sure to thank and report back if they gave.

Once you get a few of these meetings under your belt it will start to feel natural — then you won’t have to think about the structure much. But as you get started… having a game plan can help you feel more comfortable and confident asking for a major gift.

Give it a try and let me know how it goes!

Read the series:

  1. A Beginner’s Guide to Major Donor Fundraising Success: Step #1, Build Your Portfolio
  2. A Beginner’s Guide to Major Donor Fundraising Success: Step #2, The Plan to Build Meaningful Relationships
  3. A Beginner’s Guide to Major Donor Fundraising Success: BONUS Simple Strategy to Build Relationships Immediately
  4. A Beginner’s Guide to Major Donor Fundraising Success: Step #3, How to Ask for a Major Gift (This post)

Direct Mail Strategy at Events?!?

events

When Jim and I started Better Fundraising and the organizations we served started raising more money, they began to ask us to help with their gala fundraising events.

We had them apply four principles from direct response fundraising.  The results were a resounding success, and here they are in case they’re helpful to you:

  • Figure out the Ask first.  The first thing that most successful events do is to figure out exactly what the Ask is going to be.  Then they structure the event/run of show so that the entire event delivers the Ask with as much power as possible.  It’s the same in direct response: figure out the ask or the offer, then write and design the letter/email to deliver it as powerfully as possible. 
  • Don’t just Ask for support, use an Offer.  An event will raise more money if it asks donors to fund something specific, as opposed to just “supporting” the organization. 
  • Be comfortable sharing a need.  Most of the events we worked on used to share nothing but good news.  It sounded like everyone had been helped, and that things were going great.  We encouraged them to mention (but not dwell in) that people or the cause need help today, and to be specific about the help that’s needed.  Their donors – now that they had a fuller understanding of the situation – gave more.
  • Echo & Reinforce.  If the event features a reply card where the donor either fills in their info or grabs the QR code/giving URL, make sure the headline and ask on the reply card echoes and reinforces the wording of the Ask from stage.  A direct mail reply card that doesn’t match the letter will lower response, and an event reply card that doesn’t reinforce what’s said from stage will also lower response.

There are of course some ways that event fundraising is different than direct response.  For instance, you have people’s attention for so much longer that you can go deeper into the issues and make a more thorough case.  You don’t have to get to the point so quickly.  You can tell longer stories.  You can even use a little jargon.

But in our experience, borrowing these four principles from direct mail fundraising will help your event raise more money.

The Trend in Fundraising I’m Worried About

need

I saw a lot of fundraising at year-end.

Halfway through December I began to notice a trend:

Almost none of the year-end fundraising mentioned that any help was needed.

Specifically, I noticed two things:

  • The fundraising did not mention that the organization needed any help. It sounded like the organizations were helping everybody they came across and that everything was going great.
  • The fundraising did not mention that the beneficiaries or cause needed any help. It sounded like everyone was being helped and all the problems had been solved.

I don’t know if that’s a big trend. It’s just what I saw in the fundraising I received from organizations that my wife and I donate to that I’m not connected to.

Maybe it’s because I’ve been doing direct response fundraising for so long. Maybe it’s because I’ve watched so many organizations start raising more money immediately when they start saying that they need help. Maybe it’s because in all the testing I’ve done or been a part of, “sharing a need that the donor can help meet” is clearly one of the biggest keys to success.

But it just seems deeply weird that, during the biggest season of giving, all these nonprofits are communicating to their donors that everything is going great.

During the time of year when more people are going to read an organization’s fundraising than any other time, the donors are told that everything is going great. It’s implied that the donor’s help isn’t really needed today.

Talk about a missed opportunity!

So, if your organization’s year-end fundraising didn’t raise as much as you would have liked, review your appeals/emails/major donor asks. Check to see if:

  • Your fundraising told the donor that their help is needed?
  • Your fundraising told the donor that your beneficiaries or cause need help?

If neither of those two ideas are present in your year-end fundraising, add them in next year and you’ll raise more money.

And if you want to raise more money all year long, add them any time you’re Asking for support.

If ‘Sounding Like You’ Were the Key to Success, Wouldn’t You Already Be Raising More?

voice

For the holidays this year I’m sharing my fundraising posts that got the most reactions on social media, and the story behind each idea.

Here’s #6…

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 more money than you currently are?”

I’m intentionally poking at a sacred cow here.

There’s a lot to unpack from just one sentence, but here goes:

  • There’s a tendency in nonprofits to believe that they can’t make changes to their voice.
  • There’s also a tendency to believe that an it’s an organization’s voice that is mostly responsible for their fundraising success.
  • And there’s a tendency to apply their voice legalistically so that the organization says the same thing, in the same way, regardless of who they are talking to or how they are talking to them.

That’s in direct contrast to the organizations that, in my experience, create the most effective fundraising:

  1. They are constantly evolving and improving their voice in order to raise more money.
  2. They know that their fundraising success is driven more by what they say to donors, as opposed to the “voice” they use to say it.
  3. Their voice – and the people applying it – are flexible enough to change based on who is being communicated to, and on how the communication is occurring. (e.g., A fundraising email sent to non-experts will intentionally sound different than an E.D.’s remarks at an event, because in an email you have people’s attention for a few seconds, and at an event you have their attention for an hour.)

The most successful organizational voices are flexible enough so that they can communicate differently to different audiences, and be used differently in different communication channels, yet still sound like the same organization.

If you find that your organization’s “voice” won’t allow you to communicate effectively in some types of fundraising to some audiences, you probably need to apply your voice less legalistically.

The good news is that as soon as you do, you’ll start communicating more effectively and raising more money.

Fundraising when the world turns upside down…

pandemic

Shortly after my organization started following new, more effective fundraising methods, the pandemic hit.

To my surprise, the fundraising writing tactics I had learned still worked, even in this new upside-down world.

Maybe you remember how many unknowns there were.

The stock market tanked. People were sent home from their jobs – many people lost their jobs. In some areas of the US, people couldn’t leave their homes except for a few reasons like going to the grocery store.

For a few months, it felt like the world was on pause.

But the need to deliver on our mission didn’t go away, for my organization or other organizations. Funds were still needed, but would donors still give?

At my organization, there was some question of whether it was appropriate to ask donors to give in this climate full of unknowns.

But all the advice I was seeing, hearing, reading from professional fundraising strategists (including Steven Screen!)…

…if there is a need, ask your donors to give. Full stop.

DON’T stop fundraising.

If donors CHOOSE not to give, that is their decision. But if you don’t even ask them to give, you are deciding they won’t give without even asking them. And you are letting your mission or your beneficiaries down.

So, I advocated for more appeal letters, more emails, more personal touches, more sharing in the uncertainty and asking donors for help.

I was pushier than normal, and this felt very uncomfortable. This was when I realized a big shift had happened. I was a fundraiser.

I had developed new instincts, and they were fundraising instincts.

I began to trust myself and my organization was, once again, willing to try something that felt uncomfortable.

And AGAIN, donors responded in a big way.

Donors wanted to help.

Many of these donors were sitting at home, feeling helpless, and giving was something they could do to help.

Key lesson here. When there is a need, ask donors to help. Even when times are tough. Especially when times are tough.

When you ask, you are empowering donors to do something – to help right a wrong, to provide something that is needed, to make a situation better. And that is noble work.

Whether you are new to the direct response fundraising world or you’re a seasoned pro, maybe you see yourself somewhere in this series.

It can be scary to let go of what you are used to and try something new. It can be humbling to admit the rules you’ve been following are the wrong rules for the job in front of you. It can be uncomfortable to push for something that others at your organization question.

In these moments, keep your mission in front of you – your organization’s mission AND your mission as a fundraiser.

It’s okay to feel uncomfortable. Whatever the fundraising job in front of you, be bold and clear with your donors, and then trust them to do the rest.

Comment here or find me on Twitter @sarahlundberg.

Read the series

Turns Out People Don’t Like to Say Hard Things

It’s hard to think, say and write things like:

If Daniel does not receive the cure in time, his eyes will deteriorate, and he will go blind.

Some marine life is dying, at this very moment, from the millions of pounds of plastics in the ocean today.

If Anitha doesn’t go to school this year, she’s likely to become a child bride.

All of those things are true. You might think they are morbid. Or that they shouldn’t be shared.

But it turns out that sharing those truths in your direct response fundraising will help you raise more, and fund more of your organization’s work.

In other words, if you say the hard things, your organization will be able to do more about those hard things.

Your fundraising should not be all about those hard things. But letting donors know what’s at stake gives them a more complete picture of what’s happening, and they react accordingly.

Even though it’s hard, say the hard things.

Less is Less

Less is Less

Most organizations would agree that “Less is less” when it comes to fundraising.

If you ask less, you’ll raise less.

But the converse is also true: if you ask more, you’ll raise more.

If your organization believes that “less is less,” but doesn’t believe that “more is more,” you’ve placed a boundary around the generosity of your donors.

It’s worth asking how that boundary came to be.

Most organizations (and the people working in them) are afraid of being rejected when asking for money. So they set the boundary out of fear.

But like most boundaries that are placed out of fear, they are pretty limiting. The boundary around your donors’ generosity limits how much they will give to your organization, and how much money you can raise.

If you can remove your boundary – and embrace the truth of “more is more” – you’ll unlock your donors’ generosity and you’ll do more good.

Lazy Summer Days – Are You Making the Mistake of Resting Your Donors?

Beach rest vacation.

In these last few summer days, I’m bringing you an important message.

Picture me, sitting in a beach chair. I’m relaxed. I’m on vacation. I am lulled into thinking the whole world is on vacation, including donors. Fundraising? Nah. Not a good time.

Danger! Danger!

This time of year, it can be so tempting to be lulled into the kind of thinking that causes you to raise less money. It’s the lazy last days of summer.

Donors need a rest from fundraising, right?

Nope.

A couple years ago I was listening to Better Fundraising co-founder Steven Screen as he spoke at the Nonprofit Storytelling Conference.

Steven shared this little gem, which has haunted me ever since:

“When you rest your donors, they can forget how to give to your organization.”

(gulp…)

Thanks, Steven.

Here’s the reality of these lazy summer days.

SOME of your donors are checked out at the end of summer. But many donors are not checked out!

You have donors in your file right now who are ready to give, if only they knew the problem and how they could make it better. If only you would ask them to give!

And here’s the thing: other organizations are in your donor’s mailbox right now, reminding them how they can help, while you – giving these donors a rest – are slowly fading from their memory. There’s a thought to ruin a lazy beach day.

When you make the decision to rest your donors, you’re taking their choices away from them. You are deciding they won’t give… without even asking them!

Here’s something you can do today.

If your organization has a need… send your donors a fundraising email! And in next year’s calendar, pencil in an August appeal. Do not schedule a rest for your donors.