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!

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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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What did Bernie Sanders do differently?

There are a lot of reasons why people give.

One of them that comes up a lot – especially in my FAVOURITE group of donors: mid-level – is this:

“I want to feel a part of something.” 

Donors don’t say this explicitly a lot, but their behaviour validates it. Here’s an example: Bernie Sanders’ election campaign.

I listened to a podcast recently that interviewed Mr. Sanders and I was fascinated when he spoke about fundraising.

These numbers might be slightly off, but he raised $137 million from 4.7 million supporters, which means an average gift of:

$29.15.

For those of us who work in annual giving or direct response fundraising, those numbers don’t necessarily make our jaws drop. However, when we think of American political fundraising, we think of the support coming from big insurance companies or the Koch brothers; groups or individuals that want to leverage their support for lobbying power.

If that’s the perception, then how could the average American – to my point earlier – ever feel a part of the process?

That’s what Bernie Sanders did differently.

In Canada, in national political fundraising, there is a cap on political contributions and donations to political parties can only be made by individuals (no corporations).

But in the absence of those rules in the US, Bernie Sanders created his own rules. The few fundraising events that he held had a maximum ticket price of $100 and he focused on individuals, thereby…

Making them feel a part of it.

So think about your organization. Is there a perception of who a donor to your organization is that excludes others? What do you need to do to make donors feel a part of your mission?

Food for thought this week.

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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

What do you need for your mid-level giving program?

What do you need for your mid-level giving program-

If this is your first time on this blog, first of all – WELCOME!

Second of all, although I – and guest bloggers who join me – write about anything and everything related to fundraising and philanthropy, there’s one topic that’s my favourite.

Mid-level giving.

Yes, mid-level. That awkward middle child between the well-oiled machine called “annual giving” and the refined big sister called “major gifts”.

Many organizations have been playing in the mid-level sandbox for years now, but for many others it’s a new frontier.

If you’re one of those “many others”, I’ve got a piece of advice to get you started.

Just one thing, that’s simple to understand, but by no means easy to perfect.

Here it is:

To have a successful mid-level giving program, you must use a hybrid approach of direct response fundraising and personal solicitation.

Translation: You can’t just reach mid-level donors through the mail, and you can’t just try the major gift approach with them.

Why?

Well, we’ve conditioned most of our donors to be inspired to give via the mail, and so we can’t just take that away from them. Moreover, in my experience, a lot of mid-level donors just don’t want to meet with you. When I was running the mid-level giving program at Wilfrid Laurier University, I would reach out to donors and ask them to meet and they would be (a) very nervous about why I wanted to meet with them, and/or (b) appreciate the thought, but were very happy giving the way they always had.

Fair enough! So you have to keep up with the direct response approach. Although, the mail you send your mid-level donors can’t be the same ol’ appeal you send everyone else. But that’s a topic for another day.

But mail on its own isn’t enough. A lot of these donors are dying for more engagement with your organization, and reaching out to them personally, to meet with them one-on-one, is exactly what they need to stretch their giving to the next level.

This approach has worked wonders for major giving for years, and there’s a good reason. It’s personal, it’s intimate, and it gives you a chance to really understand your donor.

However, of course we can’t justify the resources it takes to travel to meet a donor, take them for lunch, etc. when they make a $1,000 gift at the end of it all. So, these face-to-face meetings have to be done a bit differently than they are with major gift donors/prospects. But that’s a topic for another day, too.

So that’s it, folks! The essential approach to start your mid-level giving program.

Let me know in the comments what you want to know more about.

And thanks for reading!

~~

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

What are we doing wrong with mid-level donors?

what are we doing wrong with mid-level donors-

We haven’t been treating our mid-level donors right.

They are the neglected middle child among our donors.

We dedicate time and other resources to our major donors and we feel we understand them. After all, we get to know them individually, one-on-one.

And our annual giving programs are well-oiled machines. Maybe we could be doing better, but we’ve spent years reaching out to these donors in this way, and we generally know what we’re doing.

But what about mid-level? 

We’ve tried to fit them in both groups. We assign them to a major gift officer… and they fall to the bottom of the priority list. After all, we’re measuring our major gift officers on how much money they raise, so it’s in their best interest to chase after the 6-figure donors, not the $1,000 donors.

So we dump mid-level donors in our annual donor stream, with nothing but a variable paragraph to acknowledge their “leadership” or “generosity”, and maybe they get a closed face envelope with a real, live stamp on it!

Neither of these experiences speak to the mid-level donor. None of this inspires and engages this unique group of donors.

We’re doing it all wrong!

So – the question has to be: how do we do it right?

Well, I’m speaking about that at Cause Camp on Friday in Lincoln, Nebraska. Cause Camp is an annual 2-day “nonprofit extravaganza” hosted by Nonprofit Hub and the Lincoln American Marketing Association. I also spoke about this at the Women in Philanthropy Conference a few weeks ago, and I’ll be speaking on it again at AFP Fundraising Day in Toronto in June. It’s a topic I’m really passionate about, and I can’t wait to wave my arms on behalf of mid-level donors in front of groups of other passionate fundraisers.

With all that said, tune in next week to hear my thoughts on how to treat mid-level donors right!

~~

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

5 things I learned at Laurier

5 things I learned at Laurier

As some of you may know, I’m starting a new career adventure, and on July 24th I worked my last day at Wilfrid Laurier University. Like when I left my job before Laurier, it was bittersweet saying goodbye to such a great work experience. And, also like when I finished my last job, I think it’s important to reflect on some of the lessons I learned in my time at Laurier, so here we go!

Mid-Level Giving has OODLES of potential
I hope you know by now that my focus while at Laurier was on mid-level giving, which we called Leadership Giving. The program had been in its infancy when I started, and I had the opportunity to further build and formalize the program. I was so lucky to have that opportunity! Mid-level giving is this funny area of fundraising that hasn’t been fully established yet. At Laurier, I was part of the Annual Giving team, which I think made a lot of sense, but I also had a lot in common with the major gifts team, so I was like the awkward middle child, not totally sure of where I fit in. But, over time the program made more and more sense to me, and became a really happy hybrid of both annual and major giving at the university. And it has so much potential! Not only in filling the pipeline between annual and major gifts, but in giving generous mid-level donors the best donor experience they can possibly get. That only ever does good things for fundraising!

Booking meetings is the hardest part
One of the more major giving-y components of the mid-level giving program at Laurier was face-to-face meetings with donors, which I loved (see: “I LOVE DONORS!”), and which also had – unsurprisingly – the highest ROI (pardon the corporate speak) for the program. That said, booking meetings is hard! I thought the meeting itself would be the hard part, but it’s not; it’s getting the meeting in the first place! I definitely learned some tips and tricks along the way (future blog post for sure!), but that was a big lesson for me.

I love analysis!
I love how a job can teach you what you don’t want to do and also what you LOVE doing! Laurier taught me that I love analyzing programs. When asked what I was most excited about with my program when I started, I said “completing a full fiscal year” so that I could actually look at the program and see what was working and what wasn’t. Once I finished that first full fiscal year, I absolutely loved the process of poring over the data and figuring out what it meant, and how the program should operate moving forward based on that. I think in my new job, I’m going to be able to enjoy that kind of work a lot!

The people make the experience
We all have our good days and bad days at work, but what tends to matter most is who we work with and who we can celebrate the good days – and talk through the bad days – with. I worked with INCREDIBLE people at Laurier; from colleagues who became lifelong friends to mentors who I idolized (and sometimes both at the same time). That’s one of the most bitter parts about leaving: not seeing those incredible people everyday. Fortunately I plan to keep them close in my network, and I’ll never forget what I learned from them.

I LOVE DONORS!
Finally: the donors. Oh, the donors! I sent many of them goodbye notes in my last week, but they were really love notes. Aside from the great people I worked with, the donors are the ones I’ll miss most. They were so inspiring, so kind, so generous, and all so amazing to talk to. Some made me cry, some made me laugh, and all of them made my day! I remember leaving a donor meeting, bounding up the stairs to my office, and one of my good friends Sharline exclaimed, “You look so happy! Where’d you come from?” And I proudly said, “A meeting with a donor!”. As fundraisers, working with donors is something we’re so fortunate to do, and my work at Laurier made that clear to me in a major way.

So that’s it! On to the next adventure! Thank you, Laurier!

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Written by Maeve Strathy


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

Connect with Maeve via:
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Guest Post: 3 Things Every Fundraiser Should Know About Planned Giving

3 things every #fundraiser should know

  1. 1.5 Million Canadians have left a gift to a charity in their will. Planned giving is growing as a more and more accepted and celebrated way for donors to make a difference in the causes they care about.
  2. Bequest giving is one of the biggest revenue growth opportunities in today’s philanthropic market! In the U.S., only 22 percent of people over the age of 30 reportedly say they have been asked to leave a gift in their will. The numbers are similar in Canada! Not enough charities are talking to their donors about planned giving.
  3. You don’t have to be rich to make a big impact with a planned gift! Many large planned gift donations can come from donors who don’t have the capacity to make a major gift while they are alive. Your annual donors are a great place to uncover transformational planned gifts.

If you really care about your cause, and your donor’s desire to make a lasting impact in your work, then you need to make sure you are talking to them about planned giving.

But how?

Well, that’s exactly what Fraser Green is going to tell you in his upcoming webinar: 32 Proven Legacy Gift Persuasion Tips. This webinar is all about planned giving secrets to raise more money.

Fraser Green has been exploring the mind of the legacy donor since 2003. He knows how they give. He knows when they give. And – most importantly – he knows WHY they give. And now he’s going to share his best tips with you.

In just one hour, Fraser will share 32 practical tips that will allow you to say the right things the right ways to persuade your donors to leave you gifts in their wills. If you miss this webinar, you’re leaving money on the table!

Sign up today to take advantage of this special deal! Only $24.99!

Register here: https://attendee.gototraining.com/r/3365735201266896897

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Written by Rory Green

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Rory 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:
Twitter

 

 

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**SPONSORED POST** Email maeve@whatgivesphilanthropy.com for more information about advertising on www.whatgivesphilanthropy.com.

#whatgiveswednesday | young (non)donors week nine | guest post: boom! what? harness the millennials!

I recently attended a conference in Seattle, WA (Academic Impressions Young Alumni: Establishing Lifelong Relationships) and was inspired to “guest blog” about my trip.

Full disclosure: When I was in high school, the Macarena was the biggest dance craze. As such, I am fully aware I can never be part of the Millennial movement (although I’ve seen some great mashup-revivals of those moves recently…)

However, just as I can appreciate great feminist literature or how Bill James could influence major league baseball without ever playing pro ball, I’ve been turning my professional attention to this next great generation: The Millennials (aka Gen Y) despite not being “one of them.” I’ll try not to focus on the myth that they don’t give (and get off my lawn, you meddling kids!) because it’s simply not true (87% of millennial employees donated to a nonprofit in 2013) but rather how our collective mindset and paradigms need to change to allow this group of highly creative, socially motivated folks to connect their money with their passions.

First, this is the #ShowMe generation. Having instant access to information (accurate or not) has trained them to expect to see the impact of their gifts immediately and in a way that aligns with their passion or sense of self. Thank you Facebook and Google Analytics! Make sure your donor relations strategy allows your students and younger alumni to access stats and metrics on the direct impact of their gifts. Also, tie their support to tangible projects that will impact their donor experience. Disinterest in donating to general funds is also trending.

Second, this group has been connected via the internet most of their lives. They know how to navigate web and mobile devices and have no patience for multiple click thrus or ugly websites. Is your content accessible and mobile friendly? 83% of Millennials currently use a SmartPhone and in 2014, mobile access surpassed desktop access. Invest in your marketing and communications online strategies for this group and be intentional.

Third, remember when commercials used to be 30 seconds and YouTube videos were 5 minutes long? Now, we see 6 second Vines, video viewing rates dropping off after 48 seconds, and if it doesn’t fit in 140 characters, it’s not worth saying. Be clear, be concise, and be honest. Every generation has its own vernacular, be sure to use images and short videos for millennials. User-generated content is great and sometimes preferable to “institution-produced” adverts. When Arthur Brisbane said, “a picture is worth a thousand words” I’m not sure he was ready for Instagram, where 8 million pictures and videos are posted every hour. Every HOUR!

And finally, keep in mind that Gen X and Millennials are set to inherit $40 trillion (with a “T”!) in the next 50 years. Can you afford not to speak their language?  

The better we all do as an industry to change our stewardship and donor relations strategies, the more connected, engaged, and INVESTED this key demographic will be. Boom! What? Harness the Millennials!

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Written by Ben Seewald

unnamedGrowing up, Ben Seewald wasn’t like every other kid, who dreamed about being a doctor, or a kangaroo, or an astronaut – he always wanted to work with phenomenal people in Alumni Relations at a University. Ben is living his dream at Queen’s University as an Alumni Officer, working on student and recent graduate engagement programming.

Connect with Ben via:
LinkedIn

#whatgiveswednesday | young (non)donors week five | guest post: five ways we increased our young alumni giving participation rate

5 ways we increased our young alumni participation rate

We did it! We finally stopped talking about young alumni and started talking to them. At The University of North Carolina at Greensboro (UNCG), 30% of our alumni base are considered “young”, or graduates of the last decade. This is a large enough percent to make us blink twice and get to work.

Since we began focusing on young alumni, we have seen an increase in our young alumni giving participation rate of approximately 50% compared to this time last year. There are so many different ways you can engage this group of alumni, but here are five ways that have worked well for us so far.

  1. We established a GOLD Council (Graduates Of the Last Decade). This group serves as an advisory board for young alumni initiatives in the areas of philanthropy, programming and marketing. These volunteers are eager to help with peer to peer solicitations and educating young grads on how to get involved in the life of the university.
  1. We segmented our email appeals for young alumni. In a world of texts and tweets, most young alumni don’t take time to read an entire email. We started using shorter sentences, more photos, and began sharing our calls to action in the form of infographics.
  1. We completed “check-in calls” in our telefund/phonathon instead of soliciting them for donations over the phone. Our student callers contacted the most recent UNCG graduates who have been out of school for six months or less. We asked how they were doing, updated contact information, and connected them to our career services center if they were still looking for employment.
  1. In May 2014, we launched our very first 24-hour giving day. We knew these were all the buzz, but didn’t know if it would work for us. It was a great success and allowed us to talk about giving in a new way. Our alumni were given the chance to make a gift, wear our school colors, and tell the world why they #BelieveInTheG on social media. We are continuing the campaign this year but for 48-hours and hope to get even more donors.
  1. We beefed up our alumni club events and networking socials. By offering more opportunities for alumni to gather, we learned that we do have a lot of young alumni who want to get more involved. They just need to know how to get plugged in. Taking time to make personal connections with young alumni at these events is key in making sure they stay engaged and eventually give of their time and their treasure.

Yes, we have seen growth, but we have a long way to go. We have learned that if you take time to invest in alumni while they are young, then you have a better chance of retaining them as donors in the future. How have you targeted young alumni in your annual giving strategy???

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Written by Sarah Kathryn Coley

Sarah-Kathryn-Coley-114x160Sarah Kathryn Coley is an Associate Director for Annual Giving and Alumni Engagement at The University of North Carolina at Greensboro. She is passionate about helping young alumni understand why it is important to give back.

Connect with Sarah Kathryn via:
Twitter | Email

The 5 Most Interesting Things I Learned on Day 1 of #AGCongress14

 

the 5 most interesting things I learned on day 1 of #AGCongress14

Ideally I would save this blog post for next week, but my sanity relies on routine, so I’ll stick with my regularly scheduled “every other Friday at 10:00 a.m.”.

What’s today’s post about? Well, right at this very moment I am in a session called “Picasso & Edison: Learn how to be both an artist and scientist in today’s fundraising world”, led by Samantha Laprade, CFRE (a.k.a. @GryphonReport). No, I am not blogging in front of her rather than paying attention to her session! I am writing this post from the comfort of my hotel room in Toronto on Thursday at 5:00 pm. I have just attended Day 1 of the 2014 Canadian Higher Education Annual Giving Congress in Toronto a.k.a. #AGCongress14. Yes, it’s me and dozens of other Annual Giving nerds talking about what we do and how we can be excellent at it. I’m in heaven!

So on that note, today’s post is the five most interesting things I learned yesterday on Day 1 of Congress. Here goes…

  1. STOP! Be stupidly creative. The very inspiring Joel Faflak of Western University started the day off by telling us to stop doing what you’re doing and do something mindlessly creative. Draw, see a musical, do something! Our creativity is being threatened by the business of our every day work, but we can’t stop cultivating it.
  2. Don’t solicit young alumni with the traditional academic segmentation. My friend Ryan Brejak of the University of Guelph (and a guest blogger for this site) delivered a great session on young alumni giving and stressed that millennials need to be segmented differently rather than by their faculty. Segment them by the non-academic affinities they have.
  3. Why would they care? I attended a panel about “How to Write for Development” and asked them what’s more important in a fundraising letter, to emphasize need or success. Chuck Chan of University of Toronto replied that it’s most important to focus on why the reader would care about this. Would they care about a dilapidated building, or would they care about what’s going to happen in a new one?
  4. There are three types of donors. I attended my mentor Paul Nazareth‘s session about planned giving and he outlined three types of donors: (1) the DNA donor, where giving is in their DNA, and so is your organization; (2) the academic, who values your institution because of how they turned what they learned into success; (3) and the trouble makers and weirdos who had a great time at your institution who will give back because of their experiences.
  5. Everyone should be an annual fund prospect all the time. The last session of the day was led by two fundraising powerhouses: Lorna SomersBob Burdenski. They talked about the worlds of major giving and annual giving colliding, and Lorna stressed that major gift prospects/donors should never be taken out of annual solicitations. They should always receive the calls, direct mailings, etc. and major gifts should “opt out” of this if really necessary, whereas the default will be that they’re solicited annually.

What a great day Day 1 was. I bet I’m already energized by Day 2 and it’s only 10:00 a.m.

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Written by Maeve Strathy

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

Connect with Maeve via:
Twitter | LinkedIn | Email

A shocking concept!

You know what I hate? When every other Friday comes along (that’s when I post on here) and I have no clue what I’m going to write.

You know what I love? When every other Friday comes along and I have one awesome post ready to go, and then something happens and I schedule that post for later and write another even more awesome post. That’s what happened this week, and I hope this energizes you like it energizes me.

This week I got to have a beer with John Lepp. John Lepp is awesome! John is a Partner at Agents of Good. Please check out his Twitter and the company’s website. The work they do is so inspiring!

Last week I had a coffee with Paul Nazareth. I think you already know how awesome I think Paul is. Anyway, when I met with Paul, he mentioned John, and I said, “Funnily enough I have a beer scheduled with John next week!” Paul was delighted to hear it, and referred to John as a “disruptive leader”. That made me even more excited for some one-on-one time with John.

So John and I met at a half-way point between where we both live, and we started talking shop, of course. John’s expertise is in direct mail, so we talked a lot about that. He shared the truth, which is that every single organization is doing the same thing. We talked about that for a while, and then I commented that somehow I didn’t find that discouraging, but the opposite – encouraging. John agreed and said it was exciting! It means it’s not hard to surprise people with something different.

So I said, “John, what can we do? If you could distill your knowledge and insight down to a few actions, what are they?” John replied with a number of things, but one of them stood out the most for me. Hold onto your seats, because this is going to come as a bit of a shock:

Call your donors.

Get on the phone, call them, and see how they’re doing. It doesn’t have to be an ask, it’s not even really a thank you call – though we should take every opportunity to say thank you, I think – it’s just a personal, meaningful check-in.

When I worked at the Annual Giving Call Centre, even the longest calls barely took five minutes. John gave me a soft challenge of spending one hour a week calling donors.

Here’s the thing, and this is a shameful secret of mine: I hate making phone callsThis is a personal and professional challenge. I’m great at communicating via email, I feel confident and comfortable in person, but the thought of getting on the phone is just… I don’t like it.

One of my mentors – not John or Paul, though they’re both now on my personal Board of Directors (great blog post about that concept from Paul here) – reminded me recently that the way to get comfortable with something is to do it repeatedly.

So here’s my personal challenge, and please take the challenge yourself, too, if you need to: Call donors. For one hour a week. I find making my challenges public always gives me the extra drive to achieve them, so I will. I can’t wait to share the results!

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Written by Maeve Strathy

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

Connect with Maeve via:
Twitter | LinkedIn | Email