DX marks the spot!

I was sitting on my couch the other day and looked to my left and saw a stewardship piece that I worked on with a client, that my girlfriend pinned to my bulletin board.

I couldn’t stop looking at it, and all I could see – even from 8 feet away – was the word “YOU“.

“You” is the most powerful word in fundraising. Maybe in marketing in general. You’ve probably already heard this from me, or from some of my favourite people in fundraising (Rory, Jen, Shanon, Beth Ann, John & Tom, to name a few).

And I do believe in #donorlove like all those folks, but I’m also kinda past #donorlove…

Because not everyone wants to be loved. But everyone wants a good experience.

DX. Donor experience. (Think UX – user experience.)

If the donor has a good experience giving, guess what?! They’re very likely to give again, give more, and maybe even give monthly or at the mid-level.

#Donorlove. Donor-centric. DX. Maybe they’re all the same thing. Maybe not.

All I know is, when all I could see from the couch was “Thank you!” and “Your support”, I felt good.

How can you make your donors feel good today? How can you give them a great DX?

Tell me in the comments. I can’t wait to hear!

~~

Written by Maeve Strathy

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Maeve is the Founder of What Gives Philanthropy and has been working in fundraising for eleven years.
Click here to learn more about Maeve.

Connect with Maeve via:
Twitter | LinkedIn | Email

Process can mean #donorlove, too!

I had an “A-ha” moment the other day.

As we’ve been growing at Blakely, we’ve committed to better documenting – and refining – our processes. With more human resources – and more clients – efficiency is more important than ever.

I was in a meeting the other day, working out some of our front-end campaign planning processes, and I observed how we aimed to build the process not for how we’ve worked in the past, but for how we work now and how we want to work in the future, mostly as it relates to multi-channel, integrated fundraising.

And it made me think: processes aren’t just dull, lifeless things; they’re dynamic and can allow you to bring your ideologies and best practices to life!

Then I thought of a lot of the charities I work with – so many amazing fundraisers with all the right ideas in terms of inspiring and engaging their donors, but you know what gets in the way? Internal stuff. Politics. Silos. Barriers. Processes.

My colleague Stephanie Highfield has this great presentation she does called “‘We can’t do that here!’ – Yes you can, and your donors will f*@#ing love it!”

How often have you heard that at your organization? “We can’t do that here!”

The next time you hear that, think critically about what’s in the way, and if it’s process? I encourage you to see about breaking that process and starting again.

Share your experiences in the comments!

~~

Written by Maeve Strathy

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Maeve is the Founder of What Gives Philanthropy and has been working in fundraising for eleven years.
Click here to learn more about Maeve.

Connect with Maeve via:
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Year-End is Coming………

My colleague Mackenzie and I are responsible for Blakely‘s monthly internal campaigns. They’re internal marketing campaigns, really, meant to make our colleagues laugh, think, feel supported, or get inspired.

May’s internal campaign looks like this:

Year-End?! What?!?! It’s early May!!!

I hear you. We thought Christmas in July was crazy, but the truth is that if you’re planning on doing an integrated, year-end campaign that starts with your holiday mailing and ends with your final e-blast on December 31, it’s time to start thinking about it. Seriously.

Why does year-end matter so much? First and foremost, this is when donors think about charitable giving the most. They’re in the giving spirit thanks to the holiday time period — they’re thinking about family and time together, and maybe they’re feeling really grateful for what they have, and a little emotional about those in need.

And even though at the end of the day donors are not purely motivated by tax credits, it is an incentive to make your biggest impact when the calendar year is wrapping up.

What’s our role as fundraisers? Since we know where donors’ heads are at, it’s time for us to be out there — reaching the right audience at the right time with the right message. That’s becoming increasingly difficult to do; there are more charities than ever competing for donors’ attention. We used to be able to send a beautiful holiday mailing to donors and prospective donors and that was that. Now that mailing can’t stand on its own; your overarching message needs to be supported on different channels shared in different ways to different audiences. It needs to be big, strong, powerful, and integrated.

So what do you need to be thinking about? It’s still early days in terms of planning, but here are some of the things you want to start pondering:

  1. Organizational Activities: You’ve heard me talk about the gin & tonic approach before, I think. It’s about mixing all the different departments at your organization so that you’re working together — for your donors’ sakes. Too often your marketing department has something totally different going on than you at year-end. See what you can do about aligning efforts so that donors aren’t seeing messages that don’t look like they’re coming from the same place. And if you can’t get marketing on board, ask them what they’re planning and see if you can align with it — as long as it’s not sacrificing donor experience, fundraising best practices, etc.
  2. Fundraising Proposition: Start thinking about what area of funding you want to put in front of donors. What’s your greatest funding need right now? What will inspire donors the most when they’re thinking about you? Whatever it is, it needs to be able to be shared across a number of communications on different channels, so you’ll want to be able to talk about it – and bring it to life – in a few different ways over the course of the campaign.
  3. Story: What story/ies are you telling to bring that fundraising proposition to life? How can you put it into context? Whose story will you tell? What will tug at donors’ heartstrings? Like the fundraising proposition, this story needs to be big enough to tell a few times in a few different ways, so make sure you have a good one — and lots of content to support it (interviews, videos, photos, etc.).
  4. Channel Strategy: The above speaks more to the creative strategy, but you’ve got to be thinking about how you’re sharing your message — is it mail only? Mail and email? Mail, email & landing page? Mail, email, landing page, video, Facebook ads, Google ads, Search ads, and a TV spot? Whether you’re keeping it simple, or getting your message out everywhere, start figuring out what that looks like, for the sake of budgets, content planning, and donor experience.

That’s it for now! Not too painful, right? But if you start pondering the above, you’ll get yourself into the year-end fundraising game. Brace yourselves… but we’re all in it together!

~~

Written by Maeve Strathy

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Maeve is the Founder of What Gives Philanthropy and has been working in fundraising for eleven years.
Click here to learn more about Maeve.

Connect with Maeve via:
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SLOW DOWN!

At Blakely, we have a step in our process for every campaign called the “variable strategy review”. It’s a meeting when the fundraising strategist (me), the project manager, the data programmer, the production specialist, and one of our senior strategists or a member of our Insights team all come together. We look at the mail package or email or any creative with variable elements and review everything to make sure:

  1. We have the info we need in the data to feed into the variables
  2. The variables make strategic sense

It’s a critical step in the process to catch any issues or “gotchas” as my colleague Jeff calls them. But it’s also an opportunity to strengthen strategy and ensure it’s sound.

We have a busy workplace just like you, especially at this time of year. So you would think we’d have our minds elsewhere during this meeting or be rushing to get somewhere/do something else. But no.

We went through every item. We asked strategic questions. We changed variable copy. We put ourselves in the donors’ shoes and thought about whether what we were saying would really reach them.

I’m not saying all this to note how awesome Blakely is (though we are). I’m saying this to encourage you to slow down even when work is crazy. Yes, “done is better than perfect”, but sometimes we really need to stop, ask questions, and think strategically about the donor and how we can inspire them and motivate them to give.

Take an extra 30 minutes this week to slow down and work through something more strategically. And when you do – share it in the comments. Good luck! It’s fundraising season, baby!

~~

Written by Maeve Strathy

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Maeve is the Founder of What Gives Philanthropy and has been working in fundraising for eleven years.
Click here to learn more about Maeve.

Connect with Maeve via:
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Pick your battles… but do battle!

 mar·ket·ing (märkədiNG)
the action or business of promoting and selling products or services
In oh so many ways, that’s what we do as fundraisers.
We share with (promote) donors and prospective donors the things (products or services) a charity is doing to better the world in some way, and inspire and motivate (sell) the donor to take action and give.
We’re lucky that the products or services we’re “selling” are more than running shoes or soap, but the concept really is similar.
And we face similar obstacles as marketers, too. Our stakeholders – programs people, communications colleagues, senior management – can have a very different idea of how to “promote and sell” (read: fundraise) than we – the professional fundraisers – do.
Or more specifically, when moving our fundraising communications up the chain of approval, our messages can become so diluted that they lose their ability to inspire, to motivate, to “sell”.
Case in point: a totally made-up sentence I’m writing off the top of my head:
  
Why? WHY?!?!?
No, but actually – why? The stakeholders are thinking of other stakeholders – staff and faculty. They’re acknowledging them, and being accountable to them, and trying to be proactive in not downplaying their part in doing better for students. I get it.
But see how it waters down the message? See how the donor is taken out of it? Or at least, there’s now an arm’s length between the donor and the beneficiary?
It’s also no longer about a student but instead students.
Straight up? It’s not as powerful.
And as fundraisers – as marketers – we know this. We know the emotion and directness of the first sentence is more powerful in promoting and selling what we do. But too often we cowtow to our stakeholders for their stakeholders.
And we lose our donors in the process.
I’m not telling you to get aggressive with your colleagues or the powers-that-be. But I am encouraging you to know when liberties in messaging are worth taking for the greater good. And I’m encouraging you – not to pick all battles – but to pick the right ones.
Good luck!

~~

Written by Maeve Strathy

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Maeve is the Founder of What Gives Philanthropy and has been working in fundraising for eleven years.
Click here to learn more about Maeve.

Connect with Maeve via:
Twitter | LinkedIn | Email

My problem with awareness campaigns

my-problem-with-awareness-campaigns

When I worked at the Canadian Cancer Society as a corporate fundraiser, I had a sign on my desk that read:

“You are here to:

(1) End cancer

or

(2) Raise money so we can end cancer”

It guided everything I did.

Could I work with a corporate partner who wanted help changing their workplace to a healthy one? Even if it didn’t raise money, it met the criteria for #1 so I’d happily pass them along to our cancer prevention team.

Could I help write a letter to go to all employees asking them to give during the staff campaign? It accomplished #2 so you bet!

But it also helped when a board member would suggest something like this: “Let’s get all the taxi companies in the city to put our logo on the side of their cabs” (real suggestion).

I’d run it through my test: does it accomplish #1? Nope. Does it accomplish #2? No. So it’s not worth my time. Because ultimately those “awareness” campaign ideas often came from someone’s ego, not an honest desire to give generous donors the opportunity to help people with cancer.

Because at the end of the day, the family who can’t pay their rent because mom had to quit her job to drive her daughter to chemotherapy… There’s not much she can do with “awareness”.

highres

~~

Written by Rory Green

roryRory is a Senior Development Officer by day, and FundraiserGrrl by night. As a major gifts fundraiser, she connects donors with an opportunity to invest in a better future. FundraiserGrrrl is a blog about her cheeky observations about life in fundraising.

Connect with Rory via:
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#donorlove has its limits

donorlove-has-its-limits

There. I said it.

You are probably not happy I said it – and I know my besties in the fundraising world won’t be – but I had to.

You know how much I believe in #donorlove. I think it’s such an important lens for us to look through when it comes to our fundraising practices. Putting the donor at the centre of what we do is critical in our work.

But #donorlove is not the be-all and end-all of successful or right fundraising.

Let me backtrack.

You probably know that Rory Green – a.k.a. Fundraiser Grrl – is one of my best friends. So you can imagine that when I get a fundraising appeal in the mail for one of my clients that I’m really excited about that Rory is the one I want to tell first.

So I did just that the other day. I took a photo of three envelopes for a client’s campaign (one control, two test packages) and sent it over to Rory for us to gush over together. The first thing Rory said was –

“It doesn’t say the word ‘you‘ on any of those envelopes.”

If you’ve learned anything about #donorlove, it’s the power of the word “YOU”. And Rory is right in that the word “you” is an incredibly important thing to look out for in fundraising. Traditionally organizations have spent far too much time in their fundraising talking about what “they” – the organization – do, rather than about what “you” – the donor – do. If we want to inspire – and even more importantly, retain – donors, we must celebrate them. We must make the donor the hero.

I am not questioning the importance of this type of #donorlove principle. Or any #donorlove principle.

What I’m questioning is the interpretation and application of these principles.

We need to acknowledge that there’s more in successful fundraising than #donorlove.

Let’s think about the donor journey. Why does the donor give to our organization in the first place?

Because they’re asked, yes.

But donors give because they believe in the need our organization meets, and that our organization needs their financial support to meet that need.

The vast majority of donors out there do not give because they need more love in their life. 

Now don’t get me wrong – some donors actually do give to create a relationship and a connection between them and an organization. We often see this among our older donors, and this is an important donor need to acknowledge and to meet. #Donorlove is especially needed here.

#Donorlove is also needed to retain donors. There are a lot of great charities competing for donors, and if your gift to one of them goes unacknowledged for an unforgivably long time, I don’t blame you for saying, “No more, charity! No more gifts for you! I’m giving all my money to the charity that treats me right!”

But speaking of a lot of charities competing, let’s talk about acquisition.

And let me start by saying the dirtiest word there is in #donorlove:

PREMIUM

That’s right. I’m talking about something included in a mail pack beyond a letter and maybe an insert. Maybe it’s a bookmark, maybe it’s holiday cards, maybe it’s a luggage tag.

If you believe in nothing but #donorlove, you’re not having this. Because you believe that donors just want to know they matter.

But if we go back to why donors give, then we’re talking about the fact that donors give because we need their support to do what we do. And so donors want us to do what it takes to get the funding that helps us do what we do.

And unfortunately – in this saturated marketplace, with this competition – we sometimes require premiums to get the package opened and the responses we need to bring in the new donors that we need.

No – I agree that it’s not ideal. And I really agree that it can create a transactional relationship that we need to work extra hard to change once the donor first gives to us.

But we don’t live in an ideal world. We work hard to make the premium at least mission-based, and we can make strategic decisions about what the premium is and test which ones lead to a longer-term relationship between the new donor and the charity. We also work to choose a premium that’s less costly so that we’re not bringing donors in on some kind of ridiculous trinket, but this is our reality.

Does it align with the sometimes rigid principles of #donorlove?! NO.

But does it align with the principle of getting as much funding as we can to meet the need that our donors care about?! YES.

So what’s my moral here? Walk the tightrope of #donorlove, my fundraiser friends. Don’t let your principles cripple you, but never let the donor out of your sight.

~~

Sign up for my email list and get a FREE E-BOOK on mid-level donors!

Written by Maeve Strathy

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Maeve is the Founder of What Gives Philanthropy and has been working in fundraising for over nine years. Click here to learn more about Maeve.

Connect with Maeve via:
Twitter | LinkedIn | Email

4 tips to survive the year-end fundraising extravaganza

pace yourself. (6)

OK – Why am I talking about year-end? It’s August!

Well because that’s how our weird world of fundraising works… at least for direct response.

I started presenting holiday campaign ideas to my clients back in July.

Literally Christmas in July. 

That’s what makes the world of direct response marketing agencies extra weird. Because of the lead time needed to do our work, we are generally thinking about campaigns three months in advance of when they drop.

Disadvantage for you, the fundraiser? I may be talking about it to you too early. Fair enough.

Advantage for you? Since I’m already in it, I can share some tips with you on how to survive it.

Here they are:

pace yourself.#1 – PACE YOURSELF — Don’t look at your solicitation schedule for September to December and start pulling your hair out! Take it one campaign at a time. Lay out your critical paths. Get the important approval dates in your calendar. This time of year is a marathon, not a sprint. Don’t lose your mind in one go, and don’t forget to hydrate.

pace yourself. (1)

#2 – THINK ABOUT THE DONOR — Don’t lose sight of #donorlove when there are dollar signs in your eyes (because let’s face it – this is the time of year when the revenue pours in more than any other). When you’re looking at the potential creative for your holiday campaign, remind yourself “I am not my donors”. Think about what donors have responded to in the past. What’s inspired them? What’s filled them with the warm, fuzzy feelings of the giving season and moved them to impact your organization when there are so many other non-profits clamouring for their attention? Deliver that. I’m not saying don’t be innovative or try something new, but don’t do it for your sake. Do it for the donors.

pace yourself. (2)

#3 – SELF-CARE — I know we all give the idea of self-care lip service, but seriously. It’s August and I’m already feeling the first bit of burn-out. You need to check in with yourself and make sure you’re giving yourself what you need. Are you getting enough sleep? Are you putting good stuff into your body (and I don’t mean wine and coffee, although there’s a time and place for that, too). Are you finding time to be active? A 30-minute walk (ideally outside) would do you a lot of good. Are you taking time to do things that bring you joy? Cooking? Reading? A favourite TV show? A bath! I know we can’t spare as much time as usual for ourselves amidst all the work, but maybe carve out… an hour a day? Two hours? For you! Because if you aren’t happy and healthy, it’s going to be a much longer season.

pace yourself. (3)

#4 – KEEP YOUR EYE ON THE PRIZE — #DonorLove is absolutely crucial to what we do. But let’s admit it: to allow our amazing organizations to do their amazing work, we need funding. And the year-end time period brings in the majority of our funding for the year, so that’s a huge driver of why we work so hard and have so much output at this time. When you’re tearing your hair out and wondering why you do this, look at last year’s results from September-December. Calculate what percentage of the total year’s revenue it was. Write that percentage or dollar amount on a post-it and let it motivate you when the sheer love of the work doesn’t do it. That impact is worth hustling for.

Good luck!

~~

Sign up for my email list and get a FREE E-BOOK on mid-level donors!

Written by Maeve Strathy

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Maeve is the Founder of What Gives Philanthropy and has been working in fundraising for over nine years. Click here to learn more about Maeve.

Connect with Maeve via:
Twitter | LinkedIn | Email

3 things I learned at The #DonorLove Rendezvous

3 things I learned at The #DonorLove Rendezvous

Leaving The #DonorLove Rendezvous I had a huge smile. It was a smile that only comes from being around people who inspire me, people who have hope, people who are GENERALLY AWESOME!  

For those of you who were there, WOOT! and MISS YA’!  Let’s catch up. And for those that weren’t, hopefully I am spreading the love…

#1 — #DonorLove can be practiced everywhere!

The obvious is for all of the attendees to go back to our place of work and apply the lessons learned. There are the obvious fabulous examples shared by #donorlove experts. Fundraisers working in organizations big and small. The easy things like thank you cards or a quick phone call, a cool engagement opportunity. Or the slightly harder donor-centred communications like telling the story of your organization with your donors as the HERO.

But….here is the extra info, from ME… That is too narrow a definition of DONOR.

#DonorLove can be practiced with all the people who “give” to you in your life.

And even to those who “give” in the world who you don’t know… YET! Reach out, say thanks!

#DonorLove can be used with your volunteer gig with your son’s baseball team sponsors.  (That’s a reminder for me! GO WOLVES!).  

Define donor as widely as you can and go with it! See if you can apply the #donorlove philosophy to all of your actions and connections. You might find yourself smiling a lot more often!

#2 — #DonorLove is easy, especially if you plan for it!

I have seen so many lists of ways to show #donorlove, and guess what! They are all great!

Why?

Because by thinking about it, and taking action, you are WAY ahead of anyone who doesn’t think about it and doesn’t take action.

So, the message that came through at the Rendezvous in every decision, balloon, sign and smile was… think about #donorlove – ALL THE TIME! Buy extra thank you cards when you are in the store already and buy a few gift cards when you have the time, listen to the story of the next donor you meet and BE READY! There will be a person, donor, maybe even a new connection, that does something awesome, that shares something inspirational and when they do, be ready, and take action. That’s it! It’s that easy!

Having said that, if you need help, check out this blog which gives you the #DonorLove 101 rundown by the Agents of Good, John Lepp & Jen Love, themselves:

The 7 Principles of #DonorLove

#3 — #DonorLove with corporate partners

So, for those of you who know me, even a little, you know that most of the time I work on corporate fundraising. More often than that I work with companies who I very carefully do not call donors because they are actually corporate partners, sponsors, marketing partners, or companies I am planning a one-time campaign with.

Guess what? The principle of #donorlove – modified – is at the core of what I do, too! 

WHAT?!?!?

Yep, I think of my key contact at an organization as the primary donor, the person I want to build a strong relationship with, and I put a bunch of #donorlove principles in place with them (see above for principles!).

And then, I also think about the company itself, and how I can show it the love so the employees know what awesome stuff they are doing through my organization.

I’d be giving all my secrets away on our “first date” if I give you all the tips here, so follow me on LinkedIn or Twitter for more.

In the meantime, if you’ve lost that lovin’ feeling, follow #donorlove on Twitter and you’ll be reminded.

You’ve got this!

Heather

~~

Written by Heather Nelson

heatherstripesHeather is an experienced and passionate fundraising professional specializing in non-profit and corporate partnerships.

Connect with Maeve via:
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What did Steve Jobs have to say about fundraising?

What did Steve Jobs have to say about fundraising-

Curated choice. 

I said this in a meeting with a client recently and my boss seemed to really like the phrase.

Anything she likes, I like, so I’ll say it again.

Curated choice.

That’s what Steve Jobs had to say about fundraising.

Although, he wasn’t specifically saying it about fundraising… and he may not have said it at all. But that’s what I learned from him.

Have you ever heard of Steve Jobs’ product matrix? Or Apple’s “Four Quadrant Product Grid”?

I’m not sure what to call it, but it looks like this:

Untitled design (19)

Without having done too much research on it, and just recalling from my memory, this grid represents Steve Jobs’ simple – yet brilliant – approach to products.

He wanted to give customers choice. But not too much choice. 

If they were looking for a work computer, they could get one… of two. Either a portable one, or a desktop one.

If their computer purchase was for personal use, they had choices! Just two choices: the iMac or the iBook.

It’s so beautifully simple. And it’s so important to business, whatever your business is.

Do you ever go to the pharmacy and get overwhelmed? I do! My girlfriend goes to Shoppers Drug Mart for me (the popular Canadian pharmacy) because when I go there and I walk down the shampoo aisle, for example, my eyes get blurry, I get overwhelmed, and I want to leave.

Why?

There’s too many choices! How the heck am I supposed to pick a shampoo?!

Then again, what if there was just one shampoo brand? I’d feel cheated! I’d have no agency. I wouldn’t really be making a choice; the choice would be made for me.

But what if there was a happy medium? A situation that felt – as Goldilocks would put it – just right?

That’s what Steve Jobs’ product matrix is about. Enough choice to feel like you’re making a decision, like you have agency, but not too much that it makes you feel overwhelmed.

Curated choice.

So how does that apply to fundraising?

Well let me take you back to that client meeting I was talking about. The client was really keen to move their mid-level donors to monthly giving, for consistency of revenue, to streamline renewal processes, etc. It was a sound desire, but my boss was saying that we can’t just pull the rug out from under these donors and give them only a monthly giving option.

What we had to do instead was two things.

First, we need to stop thinking about why WE want donors to start giving monthly, even though it’s reasonable, and instead think about why they could want to give monthly. And not those administrative reasons, and not even reasons having to do with ease, convenience, etc. The reasons have to be inspiring. They have to be donor-centred.

Second, we need to offer the donor – you guessed it:

Curated choice.

It’s our job to make the case for monthly giving, and then sit back and let the donor decide. In this case, the curated choices are likely to be monthly vs. one-time giving.

Don’t go crazy adding in quarterly giving options or anything like that. Keep it simple.

How do YOU offer curated choice? Let me know in the comments!

~~

Sign up for my email list and get a FREE E-BOOK on mid-level donors!

Written by Maeve Strathy

20150326_Strathy_Maeve_02
Maeve is the Founder of What Gives Philanthropy and has been working in fundraising for over nine years. Click here to learn more about Maeve.

Connect with Maeve via:
Twitter | LinkedIn | Email