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!

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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 are we accomplishing???

I’m a bit obsessed with the people in the photo above. For anyone who doesn’t recognize them, it’s the cast of The West Wing. I’m currently working my way through season 5 of 7 and I just love it.

I couldn’t find the actual quote from the show, but I believe it’s C.J. Cregg, played by Allison Janney, who reflects one episode on the fact that on that day she actually got to accomplish something. What a notion! But I feel that in many workdays, too. I do a lot of work, but am I actually accomplishing anything? It’s not an indication of not working hard enough, but we spend so much time discussing things, following up on things, that how often do we complete things? How often do we get to point to something and say, “I did that for the organization!”? Or, even better, “I did that for the donor!”

I’m writing this post because I had that moment very recently. I met with a donor back in September who had generously started an endowed award at the university. Unfortunately, for a variety of reasons that were no individual’s fault, the award hadn’t been given out to a student last year. Naturally, the donor was unhappy about this, and keen to find out how I was going to rectify the situation. As a result, was keen to rectify it.

So I worked… I met with people, I followed up on the student award application process, I checked in with the appropriate departments once, twice, and even more times… and guess what happened? The award has been given out this year! And, there were two eligible recipients, so since it hadn’t been awarded last year, it was given to both students this year! I feel so proud. I even had the pleasure a few weeks ago of going out for dinner with the donor and the two recipients. Delivering on our promise to the donor, and giving them the opportunity to see the impact of their generosity in the success of two great students? Priceless.

Some days we actually get to accomplish something. I’m going to work to see if that can become most days.

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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 eight years. Click here to learn more about Maeve.

Connect with Maeve via:
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Guest Post: 11 things I learned about fundraising/philanthropy when I fell into the field temporarily

11 things I learned about fundraising-philanthropy when I fell into the field temporarily

  1. There are people who actually enjoy asking others for money

  1. Fundraisers WANT to help people help others

  1. There is an art form to fundraising

  1. Prospect researchers remember EVERYTHING about donors

  1. Apparently, the most successful solicitations are long, story-based letters sent in the mail… who knew?

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  1. Non-profits are desperately trying to figure out young donors

  1. Every donor communication needs to have an ask

  1. Scholarships, research, etc.… all the great work non-profits do for communities doesn’t just happen out of thin air. There are teams of people working hard everyday to help people achieve their goals

  1. There are major debates about seemingly minor word choices in solicitations

  1. Who needs Christmas when December 31 is the best fundraising day of all year!

  1. Fundraisers really really like what they do!

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Written by Kimberly Elworthy

VR6X0087_1Kimberly is a communications specialist, and recently worked in fundraising and alumni relations for 18 months. She is currently on the Board of Directors for the Grand River Film Festival. (Click here for more).

Connect with Kimberly via:
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#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:
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#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:
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Competition

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I’m not a big fan of Monopoly or Scrabble. The thing is, I’m not an inherently competitive person. That’s part of the reason I like educational fundraising and alumni relations: they’re not inherently competitive either! My counterparts at other schools and I are always sharing resources and ideas because our “customers” aren’t the same. We don’t share alumni, so there’s no competition, right?

WRONG! I realize now that not feeling the inherent competition in fundraising – educational or otherwise – is not advisable.

Paul Nazareth is a big proponent of reading business books. I recently read Little Bets by Peter Sims and The Opening Playbook by Andrew Dietz, both recommended by Paul. I had to sift through some of the more “businessy” stuff to find what’s relevant for me, but what I found is that the concepts are much more relevant to fundraising than I would’ve expected.

Here’s the thing: we all know that donors are now choosing to support fewer charities. They believe larger donations to fewer organizations make a bigger impact, and they’re not wrong. So how do we make their list? We have to compete.

So let’s ask ourselves: what do we do better than any other charity? Are we better at articulating how we meet needs? Do we provide the best information to donors on the impact their giving makes? Are our communications more eye-catching? Do we make our donors feel better than other charities do?

Think about it! Your competition is.

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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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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:
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Guest Blog: Top 5 Takeaways/Moments from APRA International’s 27th Annual Conference

From July 30 – August 2nd, we had the pleasure of attending the 27th Annual APRA International Conference in Las Vegas, NV. Nearly 1,000 attendees from multiple aspects of the profession – prospect research, relationship management, prospect management, data analytics, advancement services and fundraising – came together to network and participate in educational workshops. Like the prospect research sponges we are (okay, maybe a little nerdy?) we were eager to gain some knowledge and insights from fellow researchers.

  1. Proactive vs. Reactive Research. While both types of research are extremely valuable to development, the importance of focusing on proactive research was stressed in numerous conference sessions and keynote addresses. In the past, prospect researchers have been focused on reactive research (research profiles, answering reference-type questions, etc.). While this type of research is still a pivotal part of the prospect research field, there has been a large shift in the last few years towards proactive research, which is instrumental in the laying of a foundation for a successful campaign. What exactly is proactive research? This type of research includes establishing and tracking measurable metrics, generating project-focused new prospects, and effectively managing portfolio sizes. How is this done? Prospect research must identify and strive to forecast the needs of each individual development team member in order to best support them (see point #4 for more information on developing partnerships with fundraisers).
  2. APRA Canada Meet-up. Members of APRA Canada arranged to have dinner together one night while we were in Vegas, with 16 of us in attendance. We ‘inconspicuously’ (not!) met in the hotel lobby where a Canadian flag was proudly being waved. It was fantastic to compare notes from our sessions, and to swap stories from the prospect research trenches. It was beneficial and fun to share prospect research tactics from north of the border. And we finally didn’t get weird looks for our use of “eh”.
  3. Network – Use other prospect researchers as a resource! Best practices are generally transferrable from one organization to the other, no matter what country or type of organization you are from. We found that networking with fellow conference attendees, volunteers and speakers was extremely beneficial in taking ideas and concepts back to our organization. Coming from an academic institution ourselves, it was extremely helpful to interact with individuals from development offices of American institutions who have well-established and successful fundraising practices in place (Harvard University, University of California – Berkley, University of Pennsylvania to name a few).
  4. Strategic partnerships with Major Gift Officers. (a.k.a. Help us help you!) This ties in with proactive research (point #1) but deserves its own point. Prospect Research should understand the fundraisers’ benchmarks and their funding priorities, and on the flip side, the fundraisers should clearly communicate these goals. All too often, workplace silos can get in the way of productive partnerships and meaningful conversations that can result in success (ie GIFTS!). So, how do you develop these partnerships? It is important for the prospect research team to demonstrate to major gift officers that they are strategic partners in the fund development process. Some ways this partnership can be harnessed is through open communication with the fund development team, attending campaign/team meetings, having portfolio review meetings and integrating your prospect research work with their major gift goals (proactive research!).
  5. Smorgasbord of helpful tips and tricks. Investment advisors, real estate, public disclosure documents! Oh my! Between the conference sessions, keynotes, chatting with vendors, and networking we learned a lot of useful tips and tricks that will undoubtedly aid us on our quest to become prospect research superstars. We won’t go into great (and probably boring) detail about all the new and tweaked research tactics we learned; just know that we were in research and data bliss over the entire course of the conference.

We hope to one day return again to the APRA International Conference, to continue to gain knowledge and strengthen our skills in this field. Until then, we will continue to implement some of the great advice and suggestions to our own portfolios, and strive to practice exceptional research and support to our team.

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Written by Shannon Doherty & Sara Glover

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Shannon & Sara are both Prospect Researchers at Wilfrid Laurier University.

Finding Motivation When the Sun Is Out

Just over a week ago, I was delighted to contribute a guest post to the Association of Fundraising Professionals (AFP) Greater Toronto Chapter Blog. When I was invited to write a blog post for AFP Greater Toronto, I hemmed and hawed over what I might write about… and then I lost my motivation. That’s been an overarching theme of my summer, and was when I was working for Trinity College School, too. In educational fundraising, summers are especially tough. At first it’s a great novelty to have the students empty from campus at the end of April, but by July it feels like there’s no energy to tap into.

This is not an unusual predicament for any professional to be in, and fundraising professionals are no exception. I hope you can find some inspiration in my post because when the sun is shining in through your window and distracting you from the work at hand, you might need it!

Please enjoy my post here, and I encourage you to check out AFP Greater Toronto Chapter’s blog on a regular basis to see what other fundraising professionals have to say.

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It’s the summer. We’re all staring longingly out our office windows (if we’re lucky enough to have them), wondering why on earth we’re stuck inside working when we could be enjoying the sun, the fresh air, and this brief period of time in Canada where we don’t need a jacket or coat of any sort. Prospects aren’t returning our calls or emails, our colleagues are all taking turns going on vacations, and it’s hard to find the motivation to get back to the work in front of us.

I’ve had a few of these moments lately myself. Despite the lack oSummerKitef motivation, summer is an important time for planning and preparing for the new fundraising year. It’s during these quieter months at work that we have the rare opportunity to sit and think; analyze what worked this past year, strategize about what we need to change, plan out our mailings, and firm up our stewardship processes. It all sounds well and good, but there’s one problem…

I just can’t find the inspiration! Where is that passion I had for my job a few months ago? So naturally I turned to Facebook and asked my friends, what do you do in this situation? How do you motivate yourself?

One of my very wise friends said, “I have stuff on my wall in my office to remind me of the outcomes of my work.” Brilliant! And then I turned and saw a card on my desk that I received from an alumna of the institution who was selected this year for our annual Philanthropy Award. She wrote me to thank me for my help in preparing her for the event that honoured her. She wanted to thank me! She has a great philanthropic story to tell; she’s never given more than $350 in any given year, but she’s given to the university every single year since she graduated.Every year!

Even better, her gifts have been designated annually to pretty much wherever the funds were needed most. In many cases she’s directed her gift to our unrestricted fund, giving the university the flexibility to respond to unforeseen emergencies or even worthwhile opportunities. She’s given to the library many times, too! Her gifts directly impact students, and that’s what I’m here for in the first place.

Speaking of students, next to the card on my desk is a photo of a student and a donor. This donor created a financial assistance opportunity at the university in memory of his deceased son. I had the opportunity to set up a meeting between the donor and this year’s recipient of his award which gave the donor the chance to truly see the impact of his philanthropy. The student expressed – eloquently, I might add – his gratitude to the donor, and he shared what he plans to do with his life after university. It was so rewarding to witness a donor seeing the effect his generosity has on an actual student.

All of us fundraisers, wherever we work, are here to raise money to make an impact. The outcomes of our work are clear; we are so lucky in that sense. Other professionals out there might struggle to see the point sometimes, butfundraising professionals know exactly what they’re here to do, and we have lots of examples that can motivate us through even the sunniest of days.

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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:
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Why weren’t we all born in Finland???

Mea culpa. Uncharacteristically I missed one of my scheduled post days for this blog – June 20. Sometimes I pull something together the day of a scheduled post – rather than a well-thought-out post written over a period of time, which I also do – but I always try to write about something I’m working on, inspired by, and/or questions I have for readers (whether they go answered or not). Unfortunately I wasn’t able to do that this time.

Why? Well, on June 20 I was in transit from Helsinki, Finland, as a matter of fact. I went on a two-week vacation there to explore the city and visit one of my best friends in the whole world. Having been decidedly out of the country, I hope you’ll forgive my negligence. (I had a great time, by the way.)

Now that I’m back, I thought I’d use my trip as inspiration for today’s post. I had some great conversations with my friend about universities in Finland vs. Canada. We consider ourselves pretty lucky in Canada with relatively well-subsidized post-secondary education, and we are lucky. However, post-secondary education in Finland is FREE! That’s right – free! Even my Canadian citizen friend gets free education there, rather than the exorbitant fees international students pay here. As he put it, from kindergarten to PhD is free for all!

So how do they do it? I won’t pretend to know all the ins and outs of Finnish government, but clearly they prioritize education. According to this source, the Finnish government guarantees sufficient core funding for universities. That means all basic needs of universities are met. Can you imagine that?

So naturally I asked my friend: do Finnish universities fundraise??? The answer is kind of. One thing they don’t do is ask alumni or students’ parents for money. They do allow philanthropic donations, but they won’t actively solicit individual gifts. At most, they’ll focus their efforts on corporations and foundations.

And when Finnish universities do fundraise, they get more for their efforts! Obviously “sufficient core funding” is huge, but we know more than that is likely needed, at least some of the time. A new Universities Act (2010) shifted the focus of universities’ financial structures more towards outside funding, but the government isn’t neglecting institutions. Instead, it committed to match the basic funding any university collects as private donations at a ratio of 2.5 to 1. Whatever you fundraise, the Finnish government will give you 2.5x that.

What does that mean for alumni? You go to university for free, you’re educated (and in Finland, have a much better chance at a job after you graduate), and your university asks you for nothing in return. I don’t know much about Finnish alumni, but I imagine more positive impressions of your alma mater and potentially higher engagement with the university after graduation.

So is our government failing us? Perhaps. For me, it makes me realize how much better our case for support has to be. Our reality is different and we have to work within this context. I could dream of better government funding, but then again, that could mean I’d be out of a job. Knowing how Finnish education works, at the very least, makes me more sympathetic to our commonly heard objections: “I already paid tuition” or “I’m still paying back student loans”. Our alumni are saying, “What more do you want from me?” And I get it… why weren’t we all just born in Finland?

So if we’re going to have the audacity to ask (because our alumni must feel that way about fundraising sometimes), then we better give them a good reason why they should give.

What do you think???  How do governments like Finland’s make you feel?  Depressed, or inspired to work that much harder?

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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