A small big thing…

I’ve been sharing some great fundraising ideas that have inspired me. This week, what I have to share are a couple of lessons learned.

Long, long ago in a galaxy far away, I took my first job in development. I had held a management job in another nonprofit theater – managing a full-time staff of 25. In a way, it felt like I’d been knocked down a few pegs.

I didn’t realize how lucky my timing actually was. In the absence of a development director, the theater was doing some reorganizing. So the marketing director and I had a chance to build the theater’s first individual giving program. Looking back, it was fortunate that we came to it with no preconceptions.

First lesson – an open mind, even when you just don’t know enough to know you don’t know enough – can be a good thing.

We hired consultants to help us get started. One guy was the outward face of the team. He had lots of experience in politics. He was polished. He knew people and dropped a name or two. He hooked us up with a good copywriter.

The other consultant was the data guy. Quiet. Not flashy. He was usually left to talk with me as the junior member of the team.

Now remember, this was long ago. Computers were dummy terminals connected to a single mainframe. Software was pretty basic. Our software was a quickly written fundraising module sold with a ticketing program. Honestly, it was an after-thought.

This quiet, number-crunching consultant taught me the importance of keeping records. Good records. Without fancy software, we used paper to track our mailings. I tallied things by hand. We kept the sheets in a binder. Crazy, right? But it worked. I could put together reports that told us our response rates. I could tell you how many days after we mailed to expect our best response, or how much we’d raised to date.

I could see what worked and what didn’t work.

I never entirely left the care of our data alone again. Even when I had a trusted staff person to do data entry, I checked. I couldn’t sit back and assume it was below me if I wanted it to be perfect. (I still stuff envelopes, too, when needed. In fact, I’m an envelope stuffing machine.)

Take care of your donor data

Take care of your data so it can take care of you!

In my current position, we’re waiting for a fundraising database. (Soon, very soon!) I feel like I’m missing an arm. Because I know that I need good information to do a good job. That information tells me who our donors are. It tells me how they give and when they give. It might even give me clues about why they give.

It allows me to treat my donors well, too. How do you like it when you get a solicitation with your name spelled wrong? Or the wrong gift amount?

Second lesson – don’t dis your data. Or undervalue it.

And don’t hand off data-entry newest, least experienced staff person and forget about it. Watch it like a mother hen. Be persnickety.

Because as Yogi said,”You’ve got to be very careful if you don’t know where you’re going, because you might not get there.”

The best fundraising ideas I ever stole, part four: survey says!

Survey Says...

Do you want to know what your donors think?

Do you want them to know you care what they think?

Would you like some interesting information about your donors – including testimonials and suggestions you might never get otherwise?

Then you want to try a donor survey

I first created one a few years ago and have repeated it since. I have to credit this idea to Jonathon Grapsas. Jonathon wrote several posts about donor surveys that just made so much sense. I had to try it!

(You can find Jonathon’s post on surveys here, and also in SOFII’s collection here.  I urge you to read it all).

I didn’t create a survey with the expectation that I’d be gathering a statistically viable snapshot of our donor base. In a smaller organization, you don’t often have the numbers to make that possible. Besides, I was really looking for the soft stuff, anyway. Donor surveys are full of lots of great information, much of anecdotal. So think of a survey as part of your donor retention efforts.

Spend some time thinking about what you’d like to know

You’ll need to balance curiosity with respect for your donors’ privacy. It helps to have a sense of your donors to begin with. For instance, here in New England, I had a gut feeling that asking for someone’s age would be met with a brisk “none of your business!” So I asked about how long they’d lived in the area, instead. That wasn’t threatening, and many respondents volunteered their age in their answers.

Keep it focused

Once word gets out that you’re putting together a survey, everyone in the office will have a question they’re dying to include. Don’t get off-track. And keep it reasonably short. You want people to do this, after all.

Leave room for surprises

While I included easily answered multiple choice or yes/no questions, the most interesting responses came from more open-ended questions. I particularly liked the answers to questions like “why did you first decide to support our organization?” or “What’s the most important program we have?”.

How to:

I used the same 11 x 17 paper I talked about last week for newsletters. You can fit a good amount on one page and it still folds up nicely in a #10 envelope. I totally took my design cues from the work Jonathon talked about. (Thanks again, Jonathon!) I resisted the urge to let the font size get too small. I used a few great photos to break up all the type. The photos were also an emotional reminder of what I hoped our donors loved about our organization.

Personalize it

I printed the donor’s name, address, email and phone numbers on the back page. Where we had any gaps in that information, I inserted lines and asked the donor to fill it in.

Consider double duty

Here’s another idea that worked very well for me. I included an appeal. The surveys were sent out early in the year. I used that timing to ask donors to commit early to their gift for the year. I explained that their early commitment would make it much easier for us to budget for the coming year. I gave them the option of sending a gift, or making a pledge to be paid by year-end.

Results

The surveys were a great success. And so much fun! People seemed to truly enjoy being asked for their thoughts. And while not everyone returned a gift or a pledge, many people did. We were able to use some of the information we gathered to target future communications. For instance, if we knew a donor was particularly interested in one program, we could mention that in future appeals. Almost all the responses were positive. But when I learned something needed attention, I could talk to the donor right away to put things right.

You’ll want to think through how to capture the information in your database. This can be tricky. I couldn’t reduce prose answers to something easily quantifiable. But much of the information could be captured that way. For the rest, I kept all of the returned surveys in a binder. I often referenced them when I wanted a quote or some deeper information on a particular donor.

Make it personal and don’t forget to say thanks

The last step is also important: every donor who returned a survey – with a gift or not – got a personal thank you from me. I called some who offered particularly positive comments to ask if we could quote them in the future.

The best fundraising idea I ever stole – part three: create a donor newsletter

For much of the past decade, I’ve worked for nonprofits that are on the smaller side. We need maximum results from minimal staff. I’m always on the look-out for great ideas that I can copy, DIY-style.

So it’s fortunate that I’ve been a fan of Tom Ahern and his e-newsletter for so long. He turned me on to this tested format, developed by the Domain Group in Seattle. (The Domain Group was acquired by Merkle in 2005.)

Domain created and tested a newsletter formula – something most smaller nonprofits have neither the time, money or numbers to do. So I swiped the model. And you should, too. Because it works!

Donor newsletters are useful as a retention tool. Reporting back to your donors is an important part of your stewardship efforts. Your newsletter should focus on what your donor’s accomplished by supporting your organization. It should confirm your donor’s decision to give to you in the first place. You do that by using the newsletter to make your donor feel GREAT.

I think of the newsletter as one great big thank you/love note. It is NOT about your organization. It IS about your donor. (How many times have I said that already? It still bears repeating!)

It’s also a useful way to inform your donor. But be careful here – make sure it’s information the donor wants, not just what you want to tell her!

Here’s the format, as described by Tom:

The Domain Formula demonstrated that newsletters could produce significant revenue as well as good will. Key features of the formula include:

  • Page count: no more than 4 pages (in tests, adding more pages did not produce more revenue)
  • Article length: short
  • Write for skimmers (i.e., requires professional quality headlines)
  • Send in a #10 envelope, not as a self-mailer
  • Include a separate reply device
  • Don’t get distracted: be fully donor-committed. Send only to your donors. You have to talk to a single target audience
  • Make the voice personal (the word “you” dominates) rather than institutional; get intimate
  • Focus on “accomplishment reporting” (tell donors how much they have changed the world through their gifts)

Design

I didn’t get too hung up on this. Truth be told, I used a canned layout in Publisher. I changed the colors to match the organization’s, added a logo, and got on to the important stuff.

If you’re particularly good at this and have the time, go for it. But otherwise, don’t let the perfect get in the way of the good.

Create the template for a tabloid-size piece of paper. That’s an 11 x 17 sheet. (You know, that drawer on the very bottom of your office copier?) When it’s printed on both sides, you’ll fold it in half, and then in thirds. It will fit nicely in a #10 envelope.

Start with pictures

While the calendar may drive some story ideas, I start with pictures. What great shots do I have that might tell a story of my donor’s impact? I look for a story right in the picture. I also look for (as Tom puts it) “eyes and teeth” – that is, someone smiling right into the camera. We can’t help it – we’re hardwired to look at that!

(Oh and please? NO big check pictures. And while I’m at it – no “letters from the Executive Director”. Sorry, but no one wants to read that.)

Once I find pictures, I start fitting them into the template. My newsletters generally have one or two stories on the front page, 4 or 5 inside, and another couple on the back.

Write the headlines

This is so important! As much time as you may spend on writing each article, this headline may be all they skim. So make it very easy to skim! Use action verbs. Get “you” in there. And keep it short. Use a sub-head if you need to explain a little more. But ideally, your donor will get the idea just from your headline.

Write the picture captions

This is the other item your donor is likely to look at – especially if the picture is a grabber. Make it good. But not just descriptive! This is your chance to get your message across. It could also be a great opportunity for a call to action. It’s a powerful piece of the newsletter’s real estate. Use your power for good.

THEN write the articles

Keep this active and easy to read, too. You’ll find, after great pictures, captions and headlines, that you don’t actually have much room. But that’s good. It forces you to be concise. Make every word count!

Here’s what I found

When I started doing these, I created three newsletters a year. (At the end of the year I sent a thank you mailing, instead).

Our newsletters were an instant hit. (I know, because our donors told me so!) I was happily surprised by how many gifts they inspired. I found the newsletter could easily bring in more money than one of our appeals. (Yes, I did take that to mean the appeal needs work.)

They also generated many second and third gifts from a group of donors who were in the habit of giving only once a year. And additional gifts from our monthly donors!

It’s not hard to create a newsletter. I started by printing what I’d done on our office copier. I’d fold and stuff them myself. It’s definitely a worthwhile DIY project.

But you might find that it does so well you can make a case for spending the money to have them printed and mailed. You might need the time to send out more thank you letters!

The best fundraising ideas I ever stole, part two: Fix your thank you letters!

When I first started working in development, I felt comfortable around data and record-keeping. It felt neat and orderly. You plug the numbers in correctly and you get the right results. You spell people’s names right and they don’t call and yell at you. Simple, really.

I learned to write appeal letters. Hesitantly at first. But I got there. And learned to love it. The challenge, the psychology of it – it was fun!

Thank you letters, though. Thank you letters were not fun. How many ways can you say, “thank you for your generous gift of $X”?

You’re thinking: “If they bored her, imagine how her donors felt!” Exactly. Though I don’t think mine were any worse than most of what I see in my mailbox to this day.

serious robot

Do your letters read like they were written by a robot? (Photo credit: Johnson Cameraface)

I’ve written about some of the really awful ones I’ve received. You get them too, I’m sure. The ones you swear were written by a bored cyborg.

There are so many crappy thank you letters out there!

So this week’s best idea I ever stole? Fix your thank you letters!

I have to thank a couple of people for changing my attitude. Lisa Sargent and Pamela Grow both showed me how effective a great thank you can be. (Lisa’s even got a whole clinic on SOFII about this). I learned how important they are to donor retention. But also how rewarding it is to write one. Now I’m a totally devoted disciple of the School of Good Thanks.

Here are some tips for writing a good thank you letter.

Start by creating a donor profile. This will be very helpful as you try to craft a letter that’s meaningful to your donor. You’d probably write in a slightly different style to a friend or your grandmother.

Spend time on the first line. But you know this already from writing your appeals, right? You want to open your letter in a way that immediately makes your donor feel great. Considering all the dull thank you letters out there, a great opening will immediately set you apart.

Focus on your donor, not on your organization. This isn’t about you. This isn’t about the great work your organization does. This is entirely about your donor and the great work he does – through you.

Be specific. Thank the donor for the gift he gave. Mention the reason for the gift if you know. If the gift was given for a particular program, talk about the program and the impact of his gift. Don’t fall back on generalities just to make it easier on you.

Be emotional. Very emotional! Giving is not an intellectual, rational exercise. People give from their hearts. (They may then rationalize the gift with facts). Speak to their hearts and wear yours on your sleeve.

Be personal. I’m not just talking about getting her name right. I mean have the letter personally signed. Add a handwritten note. Let her know how to be in touch with you. You’re working on creating a personal relationship here!

 Don’t be greedy. There is a lot of controversy about whether to ask for another gift as you thank your donor. Some very smart people can show evidence that an ask with the acknowledgement brings good results. Personally, I can’t bring myself to do it. It just feels rude. I might try including a response envelope with a request for comments or questions though.

But, you say, “how can I possibly generate letters that are warm and genuine? I’ve got hundreds, maybe thousands to do and my boss won’t OK a clone!”

This is what I do:

Plan ahead. At the beginning of each year, or better yet, each campaign, write thank you letters for every possible kind of gift and giver. Ideally, you should write the thank you as you write the appeal. They really go together.

Set up your database. As gifts come in, key each gift to the type of letter. Then you can use that key to create the mother-of-all-nested-merges in Word.  You can run one report and still generate many different letters that reflect the gift (and giver). I’ve built 20 or more different letters into one document. It’s a bear to create. But it saves lots of time later.

Keep it up to date. Plan to update all those letters through the year. Consider coding second and third gifts in your database as well. Then you can recognize your donor’s extra generosity.

Then review. This is where you make sure names, dates and amounts are right. And this is where you can add personal touches.

A reminder: These letters are just the “official” thanks. Don’t stop there. Donors deserve better! Think about personal notes, phone calls and other ways to show them they really matter.

I’ve found the more organized I am up front, the less work I do overall.

You don’t want gratitude to feel automated. But unless you only have a few donors, you can’t write a new letter for every gift. A little smart automation can help you avoid robotic thank you letters.

So go write some fabulous thank you letters. No more robots. My family is tired of my grumbling as I open the mail!

The best fundraising ideas I ever stole – part one

Talent Borrows Genius Steals

Talent Borrows Genius Steals -Oscar Wilde (Photo credit: Thomas Hawk)


I’m not a genius. So I will try to give credit where memory allows. It was a colleague who once told me there aren’t any great new ideas – just people who know how to borrow well. I believe he was right.

Over the next few posts, I’m going share a few of my favorites with you. These are the ideas I’ve happily swiped and put to work over and over again. I keep using them because they keep working.

Stolen idea number one

Pair your board members’ influence with direct mail.

I don’t remember where this idea came from. I’ve been doing it for decades now. It takes some planning, but it’s not difficult. And it always results in increased contributions.

It works like this:

Have your board to review your donor lists. I print lists with donor names, town and our usual salutation. This makes it fast and easy for board members to review, so don’t be afraid to give them a lot of names! It also keeps your lists from inadvertently being shared.

Ask them to initial any donor they know or would be willing to sign a letter to. Also ask them to provide a salutation if it’s different from what’s on the sheet. People have all sorts of nicknames that are known only to their friends. And you do not want the letter to sound false right from the start because it’s got the wrong salutation.

You’ll find this process is also useful for updating information on your lists. Suddenly, you’ll know about changes of marital status and of deaths you may have missed. It’s a good double check on your meticulous data processes.

Next write a great letter. Remember as you write that it’s coming from a friend to a friend. Include the personal reasons that a board member has for supporting your organization. (And if you have a small enough board and can collect their personal reasons here, you can use some variable text to really personalize each letter!)

Add a merge variable for the name and include space for the personalized salutation. Print the letters and mail them to your board signers. Oh, and here’s something I learned the hard way: don’t ask them to mail it! Make sure it gets out in a timely fashion by sending them a stamped envelope to return the letters to you. Then you mail them.

Experiment with this idea. There are lots of ways to add to it. I usually put the board members’ names on the outside envelope above the organization’s return address. That adds one more incentive for your donor to open the envelope. I’ve even scanned board signatures and then used those signatures on the outside envelope.

(There’s a way to include images as a merge field in excel. Let me know in the comments if you need that, and I’ll try find the article explaining it for you.)

One final step to really make this process succeed: report back often to your board members. When they start hearing from you about the gifts that they’ve raised, they’ll be much more likely to help in the future. Ask them to send donors personal thanks for those gifts and you can really close the loop.

This process makes it so easy your board members almost have to participate. Donors feel personally recognized. Board members have a tangible and effective way to help. And your organization benefits from the power of personal relationships.

Next time: Fix your thank you letters!

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