Nonprofit Spring Cleaning Part Two – Out With the Old, In With the New

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Spring is slowly inching its way into the Boston area.  I hope it feels more like spring where you are.

Many of you may take on spring cleaning projects in your home.  Maybe you give your house a good cleaning and throw out a bunch of stuff you don’t need.

Your nonprofit organization could probably use a good spring cleaning too.  In my last post, I wrote about tackling your donor data.  Here are a few more spring cleaning projects to take on.

Assess your progress

We’re three months into 2015. Now is a good time to look at your fundraising and marketing plans to figure out what’s working, what isn’t, and if you’re on target with your goals.  If you never created these plans, then one of your first priorities is to do that.  Don’t go through the year without having any plans in place.

It may be too early to do too much of an assessment, but if something clearly isn’t working or needs to be improved, you still have time to fix it.

Update your website

Has it been awhile since you updated your website? Even with the popularity of social media, people will go to your website for information, whether they’re first-time visitors or long-time supporters.

Your website must be up-to-date and user-friendly.  Use the checklist in this post to help you create an engaging website. Does Your Website Need a Tune Up?

Dust off your appeal letters and thank you letters

Take a good look at your appeal letters, thank you letters, and other content.  Have you been using the same templates for years?  Do your letters sound like one big, boring bragfest? Freshen them up with some donor-centered content. Can Your Organization Pass the Donor-Centered Test?

Is it time to let it go

Your organization may have held an event for years, but it takes a lot of staff time and doesn’t bring in that much money.  Just like your favorite sweater that’s looking pretty ratty now, it may be time to let go of this event and find a different way to raise money. Here’s a great take on auctions. Is your live auction hurting your fundraising?

Aim to do better

If you’re not connecting with people on Twitter, it doesn’t mean you need to give up on it.  Maybe you’re not using Twitter correctly.  Perhaps you’re bombarding people with messages that are all about you instead of trying to start conversations and build relationships.

Don’t jump into the latest craze 

It’s tempting to try something new, but don’t just jump into the latest craze. Whatever happened to Ello,anyway? You’ll need to decide what makes sense for your organization.

Again, focus on what you can do better.  Your brand new shiny object can be creating donor-centered content and building relationships.

Take time this spring to make the updates and changes you need. What types of spring cleaning projects do you plan to work on?

Read on for more about spring cleaning for your nonprofit.

Time for Spring Cleanup!

Spring cleaning!! 3 questions to clean up your fundraising office

Photo by Karin Bell

Nonprofit Spring Cleaning Part One – Tackling Your Donor Data

8016192302_0e9c4b7170_zSpring is finally here, and after the winter we’ve had in Boston, it’s about time.  Spring is a time for new beginnings. It’s a time to clean up, throw stuff out, and make room for improvements.

Many of you may take on spring cleaning projects in your home. Here are a few spring cleaning projects you can do that will benefit your nonprofit organization.

Clean up your mailing lists
Did you have an influx of address changes, returned mail, and bounced emails after you sent your year-end appeal? Now is a good time to clean up and update both your direct mail and email mailing lists.

Update and improve your donor database
Your donor database is an important tool and it needs to be up-to-date and filled with accurate information about your donors.

Your database isn’t just a place to keep addresses and gift amounts.  Use it to its full potential.  Segment your donors, and record any personal information such as conversations you had with a donor and their areas of interest. 6 Quick Tips to Clean Up Your Donor Database and Keep It Humming

Don’t cut corners when it comes to data entry and managing your data. 8 Tips to Strengthen Your Database to Help Build a Strong Donor Base 

Invest in a good database, if you don’t already have one.  Here’s more information to help you find a database that’s right for you. Finding the Right Donor Database for Your Nonprofit 

Get in touch with your lapsed donors

As you go through your database, you may notice some donors who didn’t donate in 2014. Reach out to them.  Maybe they were too busy to donate at the end of the year.

Send these donors a personalized letter or email. Let them know you miss them and want them back.  Go back at least a couple of years, although at some point you may want to purge certain donors from your database. The elusive lapsed donor: devise a plan to get them back

Be ready for your next mailing

Don’t wait until right before your next mailing to clean up your donor data. Even though it’s tedious, have someone who’s familiar with your donors (your development director?) go through your mailing lists and database to see if you need to make any additions, changes, and deletions.

Be meticulous. No donor wants to see her name misspelled, be addressed as Mrs. when she prefers Ms., or receive three mailings because you have duplicate records.

Getting your mailing list and database in order is crucial if you’re planning a spring appeal or event.

Make spring relationship building season

Even if you aren’t planning a spring fundraising drive, this is a good time to continue to build relationships.  Plan to mail a thank you post card or short update.  Mail is generally better than email, because your donors are more likely to see your message, but if your budget doesn’t allow it, send something by email.  Either way you want all your donor info in tip-top shape.

Take advantage of your time between campaigns and tackle your donor data.

Photo by Justin Grimes

Don’t Let Your Fundraising Be One-and-Done

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In college basketball, players are allowed to turn pro after playing one season.  This is known as one-and-done.  If you watch the NCAA tournament (aka March Madness), it’s likely that many of the players won’t be around next year.

I’m not a fan of one-and-done.  I think players should stay in college longer. I’m also not a fan of one-and-done in fundraising, but it seems to happen a lot. According to The Fundraising Effectiveness Report, the retention rate for first-time donors was 23% in 2014 Yikes! 2014 Fundraising Effectiveness Project Survey Report 

Here’s how you can avoid having your fundraising go the one-and-done route.

Spend an equal amount of time keeping your donors

Participating in giving days like #GivingTuesday or #GiveLocal15 are okay ONLY if you spend just as much time on keeping these donors as you do getting  them to donate in the first place.

The same problem arises in fundraising campaigns. Organizations spend all this time and energy on getting donors and then stop.

Build relationships

Events can be a great way to build relationships, but few organizations seem to take advantage of this.  I recently attended an event that charged admission, had a silent and live auction, and held a raffle.  But they didn’t give attendees an opportunity to join their mailing list or offer other ways to get involved.

I’ve seen this before. I realize the purpose of an event is to raise money, but it should also be an opportunity to build relationships.  I only hear from some organizations the next time they have an event.

Your event attendees are potential individual donors.  Keep in touch and let them know how their support helps you make a difference.

Show your donors how much you appreciate them

Send welcome packets to new donors, but show the love to your long-time donors, too.  Send them a welcome back letter. I’ve donated to several organizations for a number of years, and it bothers me when they don’t acknowledge that.

Given the lousy retention rates, don’t take it for granted when donors support you for more than one year. Otherwise, you could be looking at two-and-done.

There’s no off-season

Continuing on the sports theme, most athletes train during the off-season and some even play in leagues.  You may be between fundraising campaigns, but that doesn’t mean you should rest easy.

Keep connecting with your donors. This post I wrote a few weeks ago has lots of ideas for ways to stay in touch with your donors throughout the year. I’m sure you can think of more. This is the Beginning of a Beautiful Friendship

This is also a good time to see how many of your past donors didn’t donate to your year-end campaign. If it was significant, you have some work to do. You may be able to woo back your past donors with personalized letters or phone calls

Here’s how you can figure out your retention rate. How Does your 2014 Donor Retention Stack Up?

One-and-done is not something you want in your fundraising.  Make sure your donors stick with you for a long time.

Photo by SD Dirk

How You Can Break Through the Noise

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This post is included in the March 2015 Nonprofit Blog Carnival  How Nonprofits Can Break Through the Noise

You have a message you want to send. Easy enough, right?  But today people are barraged with information coming at them from all different directions.

How can you stand out and get your audience’s attention?

What do you want to achieve

A popular discussion on LinkedIn over the last couple of months asked the question “When you write a communication what’s the first thing you consider?”  Some of the responses included outcome, audience, and message.  These are all important, but I think outcome is the first thing to consider.

What do you want to achieve, or what’s your call to action?  Do you want someone to donate, volunteer, attend an event, or are you sharing an update?  Make sure that’s clear and don’t muddle your messages with more than one call to action.

Choose the right audience

You’ll always have more luck with people who know you and are interested in your work.  Past donors will be more likely to respond to your appeal than people on a mailing list you purchased.

You also need to know your audience. Think about what types of messages they’ll respond to.  You may need to write different messages to different groups.

You only have a few seconds

Create a strong email headline or envelope teaser to get your message read in the first place.  You only have a few seconds to get noticed.

Instead of something boring like March 2015 Newsletter, entice your donors with Find out how you helped Jason learn to read.

Create a strong message

Once someone has opened your letter or email, reward them with a good message. Be sure it’s clear, conversational, and well written.

Think carefully about your message.  Be donor/audience centered.  Share success stories and show your donors how they’re helping you make a difference.

Make it easy to read

Make your message easy to read and scan. Don’t squish together a bunch of long paragraphs in 10-point font. Use at least a 12-point font and break up the text with lots of white space. Remember, most people aren’t going to read your message word for word.

Short and visual is the way to go.  Instead of a phonebook annual report, create a two to four page report with photos and infographics instead.

Be mobile friendly, too.

Use the right channels

The best channels to use will be different for each organization. Ask your donors which ones they use the most.  Often it will be more than one.

Don’t give up on direct mail. Your appeal letter or event invitation is more likely to be seen if you mail it.  You can always follow up with email and social media.

Consistency is key

All your messages and materials, both electronic and print, should have a consistent look.  You want your donors to recognize your brand and see you as a reputable source.

Be known but don’t be annoying

Don’t worry about communicating too often.  Most likely you’re not communicating enough.  People are deluged with email and social media and may miss your message the first time you send it.  You often need to send messages such as appeals and event invitations more than once.

If you can create clear, strong messages for the right audience, you should be able to break through the noise.

Photo by Nicki Dugan Pogue

Steer Clear of Generic

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Generic products can be a great option. When CVS ibuprofen is exactly the same as Advil, why not save some money by going generic?

One area where you don’t want to go generic is in your fundraising and communication.  Yet so many organizations do.  Here are some ways to avoid creating generic communication.

Same old same old

Are you sending all your donors the same appeal letter and thank you letter?   Stop doing that. At the very least, create different letters for new donors and repeat donors.  Acknowledge a donor’s past support or upgrade.  You can also personalize letters to lapsed donors, event attendees, or volunteers. Different Strokes for Different Folks

Most of the thank you letters I received after I did my year-end giving were pretty generic. One stood out.  This organization had an anonymous donor match all new and increased gifts (a great idea by the way).  In their thank you letter to me, they acknowledged my increase and the impact of the match.

You may use the same letter templates year after year. Think about how your donors will respond. With lackluster retention rates, do yourself and your donors a favor by personalizing your letters.

Who are your donors?

Conduct surveys to get to know your donors better. Create personas by either interviewing donors or imagining what they may think based on information you already have. How to Develop Donor Personas for Your Nonprofit

Once you have a donor persona/profile, you can craft messages that will resonate with them.

The more you know about your donors the more successful you’ll be.

Invest in a good database.

A good database will help you collect information about your donors and segment your lists by different groups.

Create a jargon-free zone

Now that you’ve gotten to know your donors, you’ll realize most of them don’t have a medical or social services background. They’re not going to use terms like at-risk populations and underserved communities, and neither should you.

Jargon confuses your donors. Imagine them looking glazed when you write about capacity building and disenfranchised communities. You don’t want them to ask What Does That Mean? Use language they’ll understand.

Tell stories

Stories can help you get beyond that vague, generic language. Most people respond better to a human-interest story than a lot of statistics.

Let’s say your organization wants to provide fresh, affordable produce to certain neighborhoods.  Here you can tell a story like this.

Marta is a single mother of four who doesn’t have a car.  She would love to give her family fresh fruit and vegetables, but the neighborhood grocery store has overpriced, marginal produce and the nearest supermarket is four miles away. 

Now, thanks to donors like you, Marta can pick up a box of fresh produce each week at the community center, which is just two blocks from her home.

Be specific

Time to dust off those templates and make your appeal letters, thank you letters, newsletters, website, annual reports etc. clear, conversational, and specific.

Have someone outside your organization, a friend or family member, look at your messages. Something that’s clear to you may mean nothing to others.

Generic is fine for vitamins, but not for your communication.

Photo by Paul Jerry

This is the Beginning of a Beautiful Friendship

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Casablanca is one of my favorite movies.  There are so many priceless lines, which I often recite while I’m watching the movie.  One of them is “Louie, I think this is the beginning of a beautiful friendship.”

When someone donates to your organization, it’s also the beginning of a beautiful friendship or the continuation of one if the person is a repeat donor.

Here’s how you can ensure a beautiful friendship with your donors.

Say thank you

In my last post I wrote about creating a thank you experience for your donors that starts (not ends) after you receive their donations and continues throughout your relationship with them.

Welcome new donors

Send a welcome packet or introductory email to your new donors.

But don’t forget your current donors

I’ve donated to several organizations for a number of years, and it bothers me that they never acknowledge that.  Personalize your thank you notes/letters and thank people for being a longtime donor.

Don’t miss out on opportunities to build relationships

I’m amazed that after I attend an event or give a memorial gift, most organizations don’t to a good job of building a relationship.  I could be a potential longtime donor.

Stay in touch

No one likes a friend who doesn’t stay in touch.  Communicate regularly with donor- centered messages. Mix it up by channels, unless you know your donors spend most of their time on one channel.

Here are some ways to stay in touch with your donors throughout the year.

A newsletter can be a great way to engage, but they’re often boring, too long, and focused on the organization. Be sure to tell stories that show how your donors are helping you make a difference.

Send your donors brief updates via email, social media, or postcard. This is a good way to complement your newsletters or stay in touch if you choose not to do a newsletter.

Conduct short surveys. Ask new donors what drew them to your organization. You can also ask people their opinion on an issue or a question about your communications, such as do they prefer a print or an electronic newsletter.

Send out an advocacy alert on a piece of legislation that affects the people you serve. Then report back on the results. Be sure to thank your donors for getting involved.

Share some engaging photos. Social media is great for sharing photos.

You can also share videos of the people you serve participating in activities or better yet saying Thank You to your donors! Make sure your videos are high quality and keep them short.

Hold an open house at your organization. Offer tours and get to know your donors.

Don’t stop

Create a beautiful friendship with your donors.  Communicate regularly and keep them engaged so they’ll stay with you for a long time.

Photo by Phillippe Put

Channel Your Inner Four-Year Old

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If you’ve ever spent any time with four-year-olds, you know one of their favorite words is why. You’ll answer their question, but they’ll keep responding with why again and again……

A lot of nonprofit communication isn’t focused on why something is important.  Besides being organization-centered, it often rambles on about accomplishments with no explanation of why something matters.

Nonprofit organizations need to channel their inner four-year-old and start focusing on why.

Why is what you do important?

Here’s something you might see in a newsletter or annual report.

We expanded our tutoring program to three more high schools.

Okay, why is that important?

To serve more students.

That’s good, but why is that important?

After six months of weekly tutoring sessions, 85% of the students in our program are reading at or above grade level.

There you go.  Tell your donors about the impact you’re making.

Why should someone donate to your organization?

Do your appeals focus on why it’s important to donate to your organization?  Instead of saying something generic like please donate to our annual appeal, tell a story emphasizing why someone should donate to your organization.

Jenna, a 10th grader at Harrison High School, used to hate reading.  She struggled with the words and was embarrassed she couldn’t read very well. Then she started weekly tutoring sessions with Kim, a volunteer tutor.  Now Jenna is reading at her grade level and even likes to read.

Again, focus on why.

Why is your donor’s gift valuable?

When you thank your donors, do you tell them why their gift is valuable?  Give a specific example.

Thank you so much. Your generous gift of $50 will help cover the expenses of five one-to-one weekly tutoring sessions. After six months of these tutoring sessions, 85% of the students in our program are reading at or above grade level.

It’s all about the why.

Why do you appreciate your donors?

Finally, do your donors know why you appreciate them?

Thank you so much for doing your part in helping high school students boost their reading skills. We couldn’t do this without you.

Start channeling your inner four-year old and keep asking why.

Photo by Jordan Conway

Time For Some #DonorLove

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Valentine’s Day will be here soon, and what a perfect time to thank your donors and show how much you appreciate their support.

If you haven’t expressed gratitude since you sent your year-end thank you letters, you need to do that soon. Aim to thank your donors at least once a month.

You may not choose to acknowledge Valentine’s Day, but do something fun and creative to show appreciation in February. The holidays are over, but winter isn’t, and we could all use a little pick me up right now.

Here are some ideas.

Create a thank you photo

Make your donor’s day with a great photo. Here are a few examples of thank you photos.

Send  thank you photos via email and social media, use one to create a card, and include one on your thank you landing page.

If you have the time and resources, you could also create a thank you video.

Share an update or success story

In addition to saying thank you, share a brief update or success story. Emphasize how you couldn’t have helped someone without the donor’s support. For example – Thanks to you, Jessica won’t have to sleep in a shelter tonight.

Send a card

Handwritten notes mean the world to donors.  If you don’t have the budget to send cards to everyone, send them to your most valuable donors. These may not be the ones who give you the most money. Do you have donors who have supported your organization for more than three years? How about more than five years?  These are your valuable donors.

Another idea – Send a small number of thank you cards every month, ensuring that each donor gets at least one card a year.  Spreading it out may be easier on your budget.

Thank You 101

Make 2015 the year you do a better job of thanking your donors.  Thank your donors right away and send a thank you note/letter or make a phone call.  Electronic thank yous aren’t good enough.

Be personal and conversational when you thank your donors. Don’t use jargon or other language they won’t understand. Write from the heart, but don’t be overly sentimental. Give specific examples of how your donors are helping you make a difference.

If your budget doesn’t allow you to mail handwritten cards, is there a way you can change that? You may be able to get a print shop to donate cards. You can also look for additional sources of unrestricted funding to cover cards and postage.

Maybe you need a change of culture. Getting your board, all staff, and volunteers involved in thanking your donors will make a huge difference.

Keep thinking of ways to surprise and delight your donors! Get creative.

10 ways to thank your donors

7 Ways to Build Rapport with Donors Using Creative ‘Thank You’s

You can’t say thank you enough. Do it at least once a month. Create a Thank You Plan to help you. How to Create a Thank You Plan

How are you thanking your donors?

Photo by Patrick Hoesly

Can Your Organization Pass the Donor-Centered Test?

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We hear the term donor-centered a lot, and it’s pretty self-explanatory.  You want to focus on your donors’ needs and interests and take into account that not all donors are the same.

Is your organization donor-centered? Find out by taking this test.

Fundraising Appeals

  • Are your fundraising appeals focused too much on your organization – rambling on about how great you are?  Your organization may be great, but let your donors figure that out. Your donors are the ones who are great, and they want to hear how they can help you make a difference for the people/community you serve.
  • Are your appeals segmented to the appropriate audience?  Thank past donors or reference your relationship to a potential donor.  Maybe they are event attendees, volunteers, or friends of board members.
  • Are your appeals addressed to a person and not Dear Friend?
  • Are your appeals vague, impersonal, and filled with jargon your donors won’t understand?  Don’t say we are helping disenfranchised members of the community.  A donor-centered appeal would say something like – With your support, we can help low-income families find affordable housing.
  • Do your appeals make people feel good about donating to your organization?

Thank you letters

  • Do your thank you letters come across as transactional and resemble a receipt? Yes, you need to acknowledge that the donation is tax deductible, etc, but most donors are more concerned about how their gift made a difference.
  • Do your thank you letters (or better yet, a handwritten note) shower your donors with love?  Start your letter with You’re fabulous or Thanks to You!
  • Are you telling your donors the impact of their gift?  For example – Thanks to your generous donation of $50, we can provide groceries for a family of four at the Eastside Community Food Bank.
  • Do you recognize each donor?   Is this the first time someone has donated?  If someone donated before, did she increase her gift?  Acknowledge this in your letter/note.

Newsletters

  • Do your newsletters sound self-promotional and drone on about the wonderful things your organization is doing instead of showing your donors how they are helping you make a difference?
  • Is your newsletter written in the second person?  Write to the donor and use the word you more often than we. How to Perform the “You” Test for Donor-Centered Communications – Do You Pass? BTW, all your donor communication should be written in the second person.  It’s much more personal.
  • Does your newsletter include success stories, engaging photos, and other content your donors want to see?
  • Are you using the right channels?  Perhaps you only send an e-newsletter, but some of your donors prefer print.
  • Are you showing gratitude to your donors in your newsletter?

Always think of your donors

Use these test questions on other donor communication such as annual reports, your website, and social media posts.

How did you do?

Be sure every message you send to your donors focuses on them and makes them feel special.

Read on for more information on how to be donor-centered and wallpaper your office with this donor-centered pledge. Take the Donor-Centered Pledge 

Is Your Organization Sufficiently Donor-Centered?

Strategies to Build Donor Love — How to Create Donor-Centric Communication and Response

Five Ways to Improve Your Fundraising and Communications in 2015

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2014 is winding down and the New Year is just around the corner.  I hope you had a successful year.

The end of the year is a good time to figure out what worked and where you can make improvements for next year.

Here are five ways you can improve your fundraising and communications in 2015.

Tell stories

Don’t bore your donors with a lot of facts and statistics.  Tell a story.  Use stories in your appeal letters, thank you letters, newsletters, annual reports, and on your website.

Take time to create stories and profiles of clients, board members, volunteers, donors, and staff members.  It’s okay to use stories more than once.

A couple of appeals I received used first-person stories, which can be very compelling.  Be sure to use the person’s own words.  In an appeal from a college-age woman who attended a theater’s program for 14-20 year olds, she writes “Donors help advance the theater’s mission…”  I doubt that’s language she would use.

Create a memorable thank you experience

Nonprofit organizations can do a better job of thanking their donors. Some thank you letters look like computer-generated receipts.

Instead of going through the motions, create a memorable thank you experience.  Make your donors feel good about donating to your organization. Give them specific examples of how their gift is helping you make a difference.

Get creative. One organization I support printed Thank You! on the outer envelope of their thank you letter.  You could also handwrite this.

Keep thanking your donors throughout the year.  Make this a priority.

Be donor-centered

So many newsletters, annual reports, and other communications sound like one big bragfest.  You don’t have to tell your donors you’re great.  They wouldn’t have donated if they didn’t find your organization worthwhile.

You need to tell them they’re great.  Again, make them feel good about being a donor.

Always put yourself in your donors’ shoes.  When thinking about what to include in your newsletter, write articles they’ll want to read, such as success stories about the people/community you serve.

Nix the swag and premiums

I receive so many mailing labels from organizations that I can wallpaper a room. Although, they do come in handy when I mail holiday cards.

You may be tempted to send swag or offer a premium if someone upgrades their gift or gives at a certain level.  Think twice about doing that.

Here’s a better idea from a community foundation.  They found an anonymous donor who will match all new donations and any increases in giving from 2013.

You also want donors to give because they care about your organization, not because they want a tote bag.

Pay attention to your data entry

I know data entry is tedious, but you need to do it well.  Donors don’t want to see their names misspelled.

Use the right titles too.  Personally, I don’t like being addressed as Mrs., Miss, or with my husband’s last name, but some donors will feel differently.   Include a title field, along with a space for the name of a second donor to ensure donors are addressed the way they want to be.

Use extra care when soliciting new donors.  I’ve received several appeals with serious data entry errors from organizations I don’t already support.  I was not impressed.

These are just a few improvements you can make in 2015. Can you think of any others?