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Have I told you lately that I love you? (part 2)

OK, so you’ve done your strategic speed-dating (also known as ‘a pitch’), and it’s time to get on with some proper work.

All being well, you’ve genuinely will fallen in love with an agency. Your agency. All being well they will be making you feel that they only have eyes for you. Even so, before getting into bed you may want some form of pre-nuptial agreement. It’s not vital. It’s not always necessary. But it’s generally a good thing to know what you both expect from the relationship. So whether it is a formal contract or a simple exchange of do’s and don’ts, you may want to specify:

  • The team: who exactly will do the work, pick up the phone to you, come to meetings etc.
  • What will it cost? Precisely.
  • Any specific Service Level Agreements.
  • Financial constraints and targets
  • Confidentiality
  • Copyright
  • Review periods.

They may sound like passion-killers, but, hell, let’s hope this isn’t a one-night stand.

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Have I told you lately that I love you? (part 1)

Relationships, eh, who’d have ‘em!? We talk about them a lot in fundraising don’t we?

So today I want to give a tender caress to those relationships we probably don’t focus on enough, namely those between clients and their agencies (and vice versa).

Some of the highly embarrassing clipart I used many years ago when addressing this topic.

Some of the highly embarrassing clipart I used many years ago when addressing this topic

In doing so I’d like to tip my hat to the tweets and blogs of Gill McLellan (@gillmcl) and Alison McCants (@alisonmccants). Apart from giving wise words, they prompted me to dust down a training course I used to run on this topic. Apart from some embarrassing clipart, I found some advice that I think still holds true today despite a much-changed agency world from when I devised the training more than 15 years ago.

By changed agency world, I mean massively fragmented.  It used to be that fundraising clients made do with one agency. This tended to be a direct marketing agency, most of which eventually described themselves as ‘integrated’ (meaning: ‘Please let us do everything for you! We don’t know how to do everything but I’m sure we can rope in someone who does!’).

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Staff like donors? Recruit, develop, retain them…

101fundraising…OK, so back to the basics of fundraising, hey?!  Let me think, should I speak about ROI, LTV, DRTV, hum… yeah, why not! But something more “CORE”?

Found it! Let’s talk about PEOPLE.

I can see your face, but don’t worry, I won’t tell you for the 102nd time that “People give to people”. You know all about it yet. So, let’s have a look at us fundraisers, after all, we are people … and perhaps the best assets of a fundraising program (OK … just after donors).

So, my first post is dealing with what I spent more time on since I became a Fundraising Director some years ago: human resources! How to recruit, retain and develop the good fundraisers for your program. Because, let’s face it, you can be a real genius, but you need people for implementing the strategy you’ve designed for  your organization. The good news is that dealing with human resources can be compared with dealing with a direct marketing program: you need to recruit staff, engage them, develop their contribution, and get the best of them as long as you can retain them.

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The importance of annual plans in fundraising

Everyone just started fresh with a new annual plan… hopefully! Annual plans are great. As a fundraiser you can’t live without them, because it’s your blueprint for fundraising success. Below a few reasons why I think you have to spend at least 10% of your whole year working on next year’s plans.

What do I mean with an annual plan in fundraising? In short, I would say a narrative document which explains all of your fundraising activities, and answers all why, when, how, who and how much questions. Obviously the annual plan should be linked to the overall organizational strategy. And attached to the narrative there should be a kind of Excel document explaining the numbers in detail per activity per month…

That sounds like an awful lot of work and, to be honest, it is! But it’s only the most important document in your fundraising department, so let’s do it anyway…

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Communication and Fundraising, the never ending story…

The past 2 ½ years I travelled to different countries and met lots of people engaged in a wide range of fundraising activities and campaigns. Despite the obvious differences in ‘couleur locale’, it always struck me that fundraisers are struggling with the same questions and problems, if it is in Japan, Italy or Brazil.

One of these issues coming up over and over again is the cooperation between Fundraising and Communications. More specific digital communication as communication through the website, webvertising, Twitter, social networking, crowdfunding, etc. The digital area offers great new fundraising opportunities with yet unknown potential. If you visit a doctor, buy a new car or want to know what’s happening in the Middle East, the first thing you do is surfing the web. What do you think a potential donor will do…?

Knowing this, it would seem obvious that every communication department is fully prepared to receive these donor prospects. An effective digital communication strategy is in place aimed at attracting and informing prospects in such a way that they are guided to the appropriate webpage where they are one mouse click away from their so-much-wanted donation. (more…)