Tag: Donors

Outline for How to Respond to a Complaint

Steven  |  Report
Receive complaint.

Here’s a handy outline for how to handle a complaint in person or on the phone.

You’re welcome to modify the outline as needed for your organization – there isn’t any magic in any one particular step. But there is magic in the overall approach, which I’ll describe below.

This approach assumes that the person complaining is reacting to the content or strategy of your fundraising, as opposed to an error the organization made, like mailing a donor who has asked not to be mailed, or calling a donor by the wrong name, etc.

Here’s the outline:

  • Thank the person for getting in touch.
  • Ask them to tell you what’s bothering them.
  • When they are finished, ask, “Is there anything else?”
  • Thank them for reading and responding to your fundraising.
  • Tell them that you appreciate them because most people a) don’t pay as close attention as they do, and b) don’t get in touch when they have a problem.
  • Tell them that you’re sorry they don’t like the [INSERT REASON FOR COMPLAINT], but that your organization a) does this because it causes the most engagement with donors, which b) causes the most gifts to come in, so that c) your organization can help your beneficiaries or cause as much as possible.
  • Tell them that your organization realizes that not every donor is going to like every piece of fundraising, that you wish that weren’t the case, but “the occasional staff or donor not liking the occasional piece of fundraising” is a small price to pay in order to help more beneficiaries.
    • NOTE: you can even say, “I don’t really care for [INSERT REASON FOR COMPLAINT] either, but I know it works great and because of it we’re having more of an impact than ever.”
  • Ask the person if they would like to be communicated with differently (e.g., “removed from appeal letters,” or “receive fewer communications”).
    • Repeat their preferences back to them, and ensure your organization has a system in place to execute their preferences.
  • Thank them again for getting in touch, and for giving you the chance to tell them why your organization does fundraising the way it does. Then tell them that you so appreciate the person getting in touch so you can communicate with them in the way they want to be communicated with.

The Big Idea

The “magic” of this approach is the belief (and attitude) that your organization has done nothing wrong.

Most organizations respond to complaints and complainers out of fear. The whole conversation with a complainer is filled with fear-based worries like, “Are we going to lose this donor?” and “So many other donors must feel this way.”

And after a conversation with a Complainer, there’s often an immediate push to change an organization’s fundraising approach – regardless of whether the approach is successfully raising money.

Don’t use that fear-based response. Instead, believe that your organization has done nothing wrong and confidently follow this outline.

Because complaints are going to happen to any organization that’s raising more and acquiring more individual donors. The trick is to learn to accept complaints as a “cost of doing business” instead of managing the organization to remain small enough so that you rarely get them.

Read the series:

  1. Getting Used to Complaints
  2. Outline for How to Respond to a Complaint (this post)
  3. Not All Complaints are Equal
  4. Natural, But Not Productive
  5. The Two Times Smaller Orgs Get More Complaints
  6. So. Many. Reasons. To. Complain.
  7. The Harmful Big Assumption
  8. Turning Complaints into Gifts
  9. “Friendly Fire” — Complaints from Internal Audiences
  10. Our Final Thoughts on Complaints

Fundraising when the world turns upside down…

Sarah Lundberg  |  Repeat
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

The Fundraising IS the Relationship

Steven  |  Ask
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.

This post was originally published on October 21, 2021.

Use your Social Posts to Build Better Donor Relationships

Jonathan Steck  |  Report
social

Fundraising is as much about building relationships with your donors as it is about raising money for your cause.

This is especially true for your mass donors, who because of their sheer numbers often don’t receive the face-to-face attention that your mid-level and major donors would. And it’s because of this, that frequent communication to your mass donors becomes more important.

Think about it this way…

Every appeal letter, newsletter, email, phone call, and social post from your organization is building an important relationship with your donor.

And one of the easiest, and most cost-effective ways to build that relationship is through social media. It may not yield the same number of gifts as your appeal letters, but social media can be an engaging way to interact, often in real-time, with your donors… if it’s done right.

There are lots of social media tips and tactics for fundraisers out there, but sometimes it’s worthwhile to remember the simple things.

1. Keep the post focused on one idea

Try not to muddy the waters by including multiple messages in your social post. Many organizations make this mistake and lose the donor’s interest in the process. Tell a story, promote an event, ask for help, but try not to do everything all at once. Remember, you only have a few precious seconds to grab and keep your donor’s attention, so keep focused on idea.

2. Make sure the image or video you use is relevant

It might sound obvious, but if you’re planning on including an image or a video in your social post, make sure it’s relevant to your headline and content. If you’re talking about Thanksgiving, for example, consider using images that best illustrate this holiday.

3. Make sure your landing page links work

Every clicked on a URL only to be directed to a random page? Or none at all? Before scheduling your social post, be sure to check the URL you’re using and that the content in your post matches the content on the landing page.

4. Keep your message donor-focused

Your social posts can absolutely be an extension of your fundraising, so just as we recommend doing with your appeal letters and newsletters, write your social posts with your donor in mind. Talk about the impact of their gift, how they helped solve a problem, or the difference they can make.

These four reminders are basic, and may be second nature, but if you’re tentatively dipping your toes in the social media water, and need some lane ropes, then we hope these suggestions help you build better relationships with your donors.

“Trust, then give” or “Give, then trust”?

Steven  |  Ask
Trust.

You know me – I’m always talking about how the “stories an organization tells itself” about fundraising have a lot to do with an organization’s success or failure.

There’s another “story” we should talk about. It’s specifically around acquiring new donors:

“We need a person to know and trust our organization before they will give a gift.”

This is true when organizations are just getting started – maybe up to a couple of hundred donors. And occasionally in the major donor context.

But the problem with that approach is that it doesn’t scale. There aren’t very many people, in the grand scheme of things, that want to take the time to get to know and learn about your organization.

So it turns out that if you want to acquire significantly more donors than you’re acquiring now, it’s a better use of time and money to learn to be effective at “just asking potential donors to give a gift” than it is to “get to know people and then asking them to give a gift.”

Important note: I should mention that this post isn’t just me philosophizing over here. It’s me attempting to summarize what I (and others) have learned watching organizations spend millions of dollars attempting to acquire new donors.

So for smaller organizations who want to acquire more new donors, ask yourself if you have the belief mentioned at the top of this post. If you do, I suggest you replace that “default” belief with this new belief:

At this moment, potential individual donors care more about our cause, and about their ability to make a difference with a gift, than they care about our organization.

So our fundraising materials should spend less time talking about our organization, and more time talking about a) the cause or issue we work on, and b) how a donor’s gift will make a difference.

If you follow this advice when creating your mass, outbound fundraising communications and marketing, you’ll acquire more new donors.

Should you think differently when having lunch with a potential major donor who was introduced to you by your Board Chair? Of course. That’s because you’re a savvy Fundraiser and you differentiate.

If you and your organizations can do the other-centered thing and focus your communications on what individual donors tend to be most interested in (instead of what you and your co-experts are most interested in), you’ll be rewarded with more donors.

And they will come to trust your organization over time.

To scale your organization, it’s not “build trust and then they’ll give.” It’s “get them to give, and then they’ll trust.”

The Fundraising IS the Relationship

Steven  |  Ask
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.

The Recipe for Recall

Steven  |  Repeat
Recipe.

My last post was a formula for how (and why) to get on your donor’s “automatic recall” list.

A formula is a concept – a helpful idea… but it’s not specific and actionable. And our goal here is to be specific and actionable.

So let’s get tactical. Here’s a “recipe” for smaller nonprofits for how to get on your donor’s automatic recall list.

The Classic Recipe

There’s a tried-and-true fundraising communications recipe used by nonprofits for 70 years that really works:

  • Regular relevant appeal letters
  • Regular relevant newsletters

The key here is the “regular” part. I’d say “regular” means at least six mailings over the course of the year, with more appeals than newsletters.

Today, organizations are layering in email fundraising in addition to their direct mail:

  • Regular relevant e-appeals
  • Regular relevant reporting stories

(Notice I’m not mentioning e-news. E-newsletters tend to be organization-focused and, while not negative, tend to be less helpful than Asks and Reports at helping donors reach automatic recall.)

The key, again, is the “regular” part. I’d say “regular” means about eight e-appeals and twelve reporting stories per year.

If you’re at a smaller nonprofit and those numbers seem overwhelming, please don’t worry. You can succeed with fewer communications. Plus, direct mail and email are only a part of your overall fundraising strategy.

That said, those numbers should give you a sense of what’s possible. Larger nonprofits communicate far more often than that, and they:

  • Raise a remarkable amount of money
  • Effectively identify new major donors
  • Experience the opposite of the mythical “donor fatigue” – they see high levels of donor loyalty

Every one of those bullet points is available to your organization. (Your donors aren’t any different from theirs.)

And if you’re sold on the idea of communicating more often, but doing so is a capacity / human resources issue, check out Work Less, Raise More. There are trainings that will help you create effective fundraising in 30 minutes.

Finally, know that the “recipe” mentioned above is a proven system in use today because it’s effective at helping organizations do two things:

  1. Raising money with each mailing (or email) so that you can do more of your mission
  2. Building “automatic recall” over time, which increases revenue over time by increasing your number of major donors and legacy gifts

You can communicate with your donors more than you think you can. It’s a habit you must build.

But it’s a habit you want to build, because donors in motion tend to stay in motion, and donors at rest tend to stay at rest.

Are you on their Automatic Recall list?

Steven  |  Repeat
Recall.

I don’t know about you, but I’m always looking for “rules” that help me understand how complex systems work.

So when I saw this recently I knew I had to share it:

Automatic Recall = Relevance x Repetition

In other words, the ability of a donor to immediately recall your organization is a product of the relevance of your messages and the number of times they’ve heard your messages.

That’s a great bon mot to explain why we’re always encouraging you to communicate with your donors more often.

Automatic Recall

To be on a donor’s “automatic recall” list means she can name your organization, without prompting, when she’s asked for the organizations she donates to.

It means that if she suddenly came into some extra funds – an inheritance, a bonus from work, etc. – your organization would be one of the first that come to mind to give a gift to.

It means that if she receives a letter or email from your organization, she’s more likely to open and read it.

Not every organization a donor donates to will make it on her automatic recall list. For example, when your nephew does a peer-to-peer fundraiser and you donate $25, that organization will most likely not be on your automatic recall list.

As fundraisers, one of our goals is to get on the automatic recall list of as many of our donors as possible.

So how do we get on that list?

Relevance of Your Messages

How “relevant” are your fundraising messages to your donors?

Because here are the things your donor cares about, in order of importance:

  1. Themselves — even the most generous among us tend to care more about ourselves, our families, our jobs, whether we’re living up to our ideals, etc.
  2. Your Beneficiaries or your Cause — something about your beneficiaries or cause piqued the interest or passion of your donors, and your donors were interested in your beneficiaries or cause before they ever heard of your organization.
  3. Your organization — your organization is a tool your donor uses to 1) live up to their ideals, and to 2) help the beneficiaries or the cause.

So to be the most relevant, your fundraising messages need to be about the donor reading or hearing it, then about the beneficiaries or the cause, and then about your organization.

If your fundraising is mostly about your organization – or if most things in your fundraising are shared in the context of your organization – you’re not scoring well on “relevance.”

Which means you’re not on your way to getting on many people’s “automatic recall” list.

But if you ARE crafting your fundraising messages to be mostly about your donors and the beneficiaries or cause, you’re halfway to breakthrough success…

Repetition of Your Message

Do your donors see your messages often enough to remember them?

The more times your donor sees a relevant message from you, the more she is likely to have a favorable impression of your organization.

That’s not going to happen with two or three appeals a year, plus a handful of emails.

And remember, you can always communicate with your donors more than you think you can.

Do You Want to Grow?

Most everybody already has a few donors that would put your organization on their automatic recall list.

In most cases, those folks have you on automatic recall because of proximity; they tend to be family members, or that group of initial donors who helped the organization get started, or friends of the founders or staff, or longtime community members.

But if you want to scale your organization or ministry, you need to increase the relevance and repetition of your fundraising communications.

Doing so will result in raising more money right away, and in the long run. It’s win-win.

Donor Acquisition Explained

Steven  |  Tips
Donor Acquisition.

Conventional Nonprofit Donor Acquisition “Wisdom”

Work to “build awareness” for your organization.

Always be sharing success stories.

Tell people how effective your organization is.

People will flock to your organization.

You’ll raise lots of money.

How It Actually Works

Work to create a great fundraising offer .

Identify groups of people who are likely to become donors.

Put your offer in front of those people.

Small (but knowable) percentages of those people will become donors.

Your organization will lose money on the front end. But if you get good at it, you’ll raise a LOT of money over time.