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How saying No to a donor can end up in a legacy pledge

As a relationship manager special gifts, I speak to a lot of donors about including Médecins sans Frontières (MSF) in their last will. Not only do donors want to know what difference their gift will make in the lives of people that urgently need medical aid, victims of war and natural disasters. But donors also like to talk about their personal life, their personal situation, their values and beliefs.

In my experience, a conversation about legacies often leads to people sharing the story of their life with me. Conversations I really love. Spending an afternoon with a donor talking about their experiences in life and the choices they have made, also for including MSF in their will, are very dear to me and to MSF.

I feel free to discuss as much as possible with them. Sometimes problems need to be discussed and it happens that people ask me to tell them how they can make sure their annoying little cousin does not inherit. (more…)

Trying to keep the customer satisfied

From the early seventies until a couple of years ago, the title of this blog was nothing more to me than a Simon & Garfunkel title of a song from their best album ever “Bridge over troubled Water”. But, now I know better…

I recently received a letter from a donor who was about to turn 80 in a few weeks. Here’s a quote from that letter: “I hope to celebrate my 80th birthday in a few weeks’ time and wanted to ask everyone who came to visit me to donate to your cause as a gift to me“.

Sounds great at first, a dedicated donor, willing to give some extra attention to our cause, right? And maybe even bring in some more donors? The man had been a donor for a long time, so he thought of our cause and contacted our head office to give him the necessary material.

And that’s where our story really starts. (more…)

Fundraising Almost Always Involves “Change”

In 30 years of fundraising, I have never come across any organization that has fully embraced all the types of fundraising that they could be taking advantage of.  In other words, almost every NGO I know “leaves money on the table.”

(I can hear all the fundraising consultants out there saying “Wow, that’s for sure!”).

So, what do we conclude? That to help someone (some group) raise more money, or to raise more money ourselves from inside an organization, we have to help it CHANGE.

The biggest opportunity any group has, is usually the one it isn’t (yet) capitalizing on [rather than improving an existing one]. So helping someone change how they see a task, or their job, or their budget, or their role, can help you raise more money. 

That sounds like a HUGE job. But it doesn’t have to be.  In fact, that is one of the three, simple things you can learn about change, that will help you create it.

But first a note of credit:  NONE of these ideas are mine.  Why should they be?  This is fundraising, and some the best ideas in fundraising are stolen. (more…)

My very expensive fundraising film info-graphic

Remember about 20 years ago when we all suddenly got Apple Macs? Suddenly anyone could be a graphic designer! Or, correction: suddenly anyone could be a really terrible designer.

Cut, fade 20 years… and suddenly through our phones, cameras, laptops everyone can be a film-maker. Often, a really bad one.

I watch loads of films and drtv made by charities and their agencies, and lots of them are rather unfit for purpose. So I drew the vastly sophisticated info-graphic below to explain where things go wrong. Rocket science it isn’t. Yet, still so many films fail because they ignore it.

(And I’ve just realised it works for most other forms of fundraising communication too).

Very expensive infographic

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What I learned about fundraising from the brazil nut

Brazil but (photo by dinesh_valke, Flickr)

The brazil nut has an interesting story, even for non-botanists like me.

For starters, it’s a seed, not a nut, but that’s not really important. It grows on large trees with yellow flowers. Although their nectar is sweet, their coiled hoods make it difficult to get to. That is, unless you’re a long-tongued orchid bee.

As the name implies, this particular orchid bee has a penchant for orchids, so you might think that doesn’t really help the Brazil nut tree. But fortunately, there’s the orchid Coryanthes vasquezii that likes to hang around our friend the Brazil nut tree. The male bees are attracted to the orchid’s scent, the female bees follow the males, and females pollinate the Brazil nut tree.

It’s like a dance between three parties that rely on each other to exist. It’s not unique necessarily, but this symbiotic triangle dawned on me as a perfect example for fundraising.

Okay, get to the fundraising part already… (more…)

Face-to-Face: In or Out?

Justin Bieber - born in the same year as face-to-face fundraising

Sometimes it’s easy to feel that the face-to-face recruitment of regular donors has been around forever, but in reality it’s still a teenager.

Born only in 1994 face–to-face fundraising has, in its seventeen years moved from being a new and daring method of finding committed donors to a being a reliable stalwart in the fundraising toolboxes of many non-profits. And, like many teenagers, face-to-face fundraising causes a mixture of reactions ranging from intense loathing from those who hate it to those who herald it as the savior of philanthropy that allowed a new and previously hard to reach demographic to experience the joy of giving.

Some have questioned whether it is not now time for face-to-face fundraising to consider retirement; to gracefully step aside before it is pushed. However, this blogger sees plenty of life in a fundraising form that has not yet hit the grand old age of twenty. Face-to-face will surely undergo transformations in the years ahead but the power of one human looking into the eyes of another and asking them to help is too powerful to consider retiring it just yet. Instead, let’s weigh up the alternatives available to those organisations already involved in face-to-face or for those late starters who are considering how best to go about starting out in a tough and competitive fundraising marketplace. (more…)

Event & Community Fundraising

Over the last years, fundraising events have become more and more important. Events like the Dutch Alpe d’Huzes (20M in 2011) and Roparun (4,9M), and the UK Cancer Research’s Race for Life (raising over £362 million since 1994) clearly indicate the potential of person-to-person fundraising. Our most dedicated supporters are no longer just our ambassadors, they become fundraisers themselves!

When you’re considering organizing your own event, great info can be found online on choosing the right event for your organisation, like e.g. the Convio Report “Peer-to-Peer Event Fundraising for Everyone – Choosing the right event for your organization”, or, on our own 101fundraising blog: How much can I expect from my fundraising event?

However, with the growth of the number of events, also more and more critical notes can be found. Questions whether the market for (sporting events) isn’t becoming saturated quite rapidly, given the large amount of initiatives at this very moment. Some of them hardly reach the break-even point, still others are already quite profitable the first year. So, even more important, questions arise on the effectiveness of these events, like e.g. the interesting article Are Charity Walks and Races Worth the Effort?

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Making connections and joining the dots

In a previous 101 crowdblog Adventures in Innovation – The Prequel, we discussed how innovation is not about a lone genius sat in a room inventing stuff. Good ideas are often slow hunches that have been in people’s heads for ages fuelled by making a series of connections, and often helped along by curiosity, perseverance and passion.

Remember how Tim Berners Lee was quietly putting connections together for 20 years before he invented the World Wide Web? He had a slow hunch, he was passionate about data, curious how he could make sense of it and kept persevering putting connections together until he found a solution.

In his 2005 commencement speech Steve Jobs talks about joining dots, or making connections. He tells a story of when he dropped out of college, how it gave him the opportunity to drop into classes he was interested in; the courses he was passionate about. He joined a calligraphy class. He described it as, ‘beautiful, historical, artistically subtle in a way that science can’t capture’ – and he found it fascinating. At that point in his life calligraphy had absolutely no practical application for Steve, it was only 10 years later when designing the first Macintosh, the dots got joined up. Personal computers might not have the wonderful typography that they do today if he hadn’t been captivated by that calligraphy class. Steve had a natural curiosity, was passionate about perfection and determined to develop the best computer in the world. (more…)

The (almost) magic formula of Lifetime Value estimation

In a previous blog post, Reinier wrote about the importance of assessing LTV. He brings as an example a corporate case study, and says “It’s not the calculation that is so interesting […]What is most interesting is that this infograpic underlines the importance of using Lifetime Value (LTV) in your acquisition strategy.”

And he is right for 2 reasons:

First of all because every organization has his own needs, and an approach based on a “one size fits all” formula wouldn’t last long;
But also because the calculations used in that particular case study are not reliable! (I will not go into details here, I explained the reasons of my perplexity in the comments.)

The truth is that, sooner or later, we need to look at the math of LTV as well. (more…)

You are your organisation

It is important to always be aware that no matter the means of communication you are the voice of your organisation.

How often have you dealt with a business and been surprised with how lacklustre they were – their manner offhand, the way they answered phone or in any other dealing you may have had with them?

The truth be known community organisations -nonprofits, are no different, but where the big difference is that you are appealing to your community for support and therefore your communication has to be impeccable.

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To raise funds, or not to raise funds. That’s the question.

I have been one of the lucky ones being able to attend the IFC for quite a number of years. Now I am also involved as a volunteer in the IFC Advisory Panel, which is a great honor. Except for the 7:30 AM meetings every morning. Nobody told me about this when I accepted and I can tell you as an evening person (enjoying the bar time networking and catching up with old friends and colleagues) this was quite a struggle.

This year was the first year that I was presenting one of the Great Debates. For those of you who are not familiar with the concept: you have a panel with great members and you present your views and discuss with the audience about a specific issue. Our topic was: Should we be raising funds for disasters occurring in developed economies? (more…)

IFC 2011 – Thinking differently!

This year, my visit to the IFC focused on the fundraising innovations. It’s quite clear that these innovative fundraising projects require a new way of working and thinking. Compared to the more ‘traditional’ techniques (like DM and TM) they often face us with less guaranteed ROIs. With projects requiring a marketing approach instead of something where only your fundraising staff is involved. And, most importantly, projects that thrive on the enthusiasm and commitment of your supporters.

So, what are the new developments, and (often even more important) how to get them implemented? (more…)

Stepping out of your comfort zone

It’s hard to believe that a week has already passed since the 31st International Fundraising Congress (IFC) took place in The Netherlands. As delegates said their goodbyes in the hallways and on the coaches en route to Schiphol Airport or Amsterdam, many shared the same sentiments: “Wow, this was amazing! It was so great to meet you! I wish it wasn’t over! I can’t wait until next year!”

As an IFC volunteer, every comment, hug and wave made me smile. It was wonderful to see that delegates were leaving happy, fulfilled and inspired.

Not surprising, I didn’t hear anyone say, “Hmm… I don’t know. There just wasn’t enough choice at this conference.” Because, if there’s one thing that the IFC offers, it’s choice! (more…)

Legacy Fundraising 101… Fresh from the IFC!

This is my first blog for 101fundraising and it was my first time at an IFC masterclass.

Since part of my job is developing legacy fundraising in new markets, Mitch Hinz, my boss, decided to put me in the legacy masterclass this year. The speakers were Stephen George and Allan Freeman.

In the masterclass, we discussed about things that seemed all logic and just common sense, but you never realized it until someone actually told you! At least that’s what happened to me. The masterclass for me was a complete legacy 101. (more…)

I Am The Comms Devil

This week, I’m in the midst of my very first International Fundraising Conference in Holland. 2011 has been a whirlwind of a year and being here feels like a dream, rubbing shoulders with the best of the best.

I’m volunteering as a session leader, which means I was also able to attend the Masterclass sessions on Tuesday afternoon and Wednesday morning. Luckily, I was assigned to my first choice session: The Joy Of Storytelling with Sean Triner. As a brand new copywriter, I felt I could use all the writing advice I could get. (more…)

IFC: folding letters and licking envelopes!

Tomorrow one of the most inspirational fundraising gatherings of the world starts right here in The Netherlands: The International Fundraising Congress (better known as: the IFC).

About 1,000 fundraisers from more than 60 countries spend a couple of days in the same building. Talking, learning, sharing, looking, absorbing, listening and consuming fundraising. It’s both very impressive and somewhat intimidating if we sum all the money that is being raised by all delegates. But it’s also encouraging, because every charity represented once started small, and every fundraiser walking around once started as a junior.

When I convinced my boss 8 years ago that I needed to go there, I started out as an IFC Session Leader. If you ever attended the IFC you know what they do and look like: always asking for evaluation forms and kindly answering all your logistical questions, in bright green shirts (nowadays in bright red). (more…)

Adventures in innovation: Another great idea session!

We established in my previous post that to run a very good idea session you need to put in some time and thought to planning. We covered the importance of the physical environment, how a focus will help you get better results and the need to inspire as well as get the right mix of people in the room. This blog gives some tips on how to structure the session to get the most from your participants. Some things to consider;

Have fun – Most people come to meetings their mind filled with the pressures of daily work, the stress of overflowing emails and numerous deadlines. You will get better results if you help people relax. Start with an ice breaker or an exercise to change the energy in the room. You don’t have to make people do crazy stuff, but something to set the tone, even simply playing music will help. The internet is packed with ideas to try out, Google ‘energizers and ice breakers’ for ideas. Humor and a sense of play are important catalysts for innovative thinking. Creating a playful atmosphere will help your creativity. It’s a legitimate part of the idea generating process – so embrace it. (more…)

Geïntegreerde campagnes ontwikkelen: hoe begin je?

Prachtig, campagnes waarin de inhoud en werving hand in hand gaan:
Serious Request van het Rode Kruis. De ultieme combinatie van campagne inhoud en werving van donaties. Elk jaar weer indringende verhalen en inspirerende acties, schitterend!

‘Dier in de wei’ van Milieudefensie. Teken de petitie en als je doneert komt je naam in de advertentie te staan. De wervende vraag volgt logischerwijs op de inhoudelijke oproep.

De Nestlé-campagne van Greenpeace die in Nederland duizenden e-mail adressen en honderden aanmeldingen voor vrijwilligers en donateurs heeft opgeleverd.

En de Forest Law Vote campagne van Greenpeace Argentinië. Waarin een 1,5 miljoen Argentijnen met hun handtekening de wetgeving beïnvloedden, en Greenpeace honderden betrokken donateurs aan overhield. Alfredo Botti verwees er al naar in zijn videoblog.

Toch blijkt het in de praktijk lastig om een geïntegreerde campagne op te starten. (more…)

Advice to a Professor

September 12, 2011

Dear Mr. Lipsyte,

Loved “The Ask”!

I’ve reviewed it, and wonder if you’d write a few words in response? We in the development world are really curious about your career choice for the protagonist, and how you researched the hard details of the profession.

I know the book has been reviewed extensively, but I can’t find one done by a fundraiser like me. Again, we’d really appreciate your perspective.

Yours,

Rebecca (more…)

What would Grandma say?

Not so long ago I asked staff of the communication and fundraising department at a certain large charity if they were actually supporting their own cause. No more than 22% actually did. So I asked myself, what would my grandmother say of this?

I got to tell you a little bit about my grandmother. She was (she died a couple of years ago) every charity’s dream donor. A very religious woman, who always felt that other people who were in need should be taken care off, helped when they needed help. So she supported many charities, her local church being one of the most important ones. Over the years that added up to many thousands of euros …

I always kept that in mind making my decisions when I worked at the Protestant Church; would I be able to explain to my grandmother that the money she gave all her life was well spent. It kept me keen on not spending money haphazardly, be it for huge mailings or for a cup of coffee. (more…)

Adventures in innovation: Your great idea session!

In my last post I wrote about the challenge of making time to innovate and the importance of focusing your innovation efforts on the parts of your fundraising strategy where you have the potential to make the most difference.

One way to focus time, either for new idea generation or to develop existing ideas is to run an idea workshop or ‘brainstorm’. In my experience a lot of time can be wasted in ineffective idea workshops. Often these sessions are unstructured with underwhelming results. However, with a bit of planning you can transform something mediocre into a very good idea session. The reason why lots of ideas sessions are mediocre is because no planning goes into them. It’s crucial to plan your session to get the results you want. This blog is designed as a guide to help you with that transformation. (more…)

Crystal ball fundraising: Lifetime Value

Some time ago on the KISSmetrics blog a case study was shown on how to calculate the Lifetime Value of your customer (let’s say donors in our case). You might have seen below infographic already, but it’s such a great and clear example I want to make sure as much fundraisers as possible have seen it.

It’s not the calculation that is so interesting, because with some common sense (and a skilled data analyst) you can put something similar together yourself. What is most interesting is that this infograpic underlines the importance of using Lifetime Value (LTV) in your acquisition strategy.

In fundraising we’re always struggling with acquisition. I yet have to meet the fundraiser who says that it’s going easy and smooth year after year… It’s always difficult for everyone! Having said that, most of us are still recruiting new donors and even growing income. How come? Because we invest in the future.

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Is Asian charity different than Western charity?

If you are just learning that the economic world is shifting focus from the West to the East, well, then you probably shouldn’t even be reading this blog. (You’re a *fund* raiser!) But as you know, it is. And the shift is enourmous.

The swing to the East is centered, of course, on Asia’s two biggest countries, China and India, but as countless Economist articles point out, many countries with LESS than a billion people (!) have a lot going on as well. For example, most people don’t know that Singapore, where I now live, boasts one of the world’s highest GDP-per-capitas: almost US$ 60,000 per person (one in six households has a net worth of MORE than US$ 1 million). However, Indonesia is still the region’s *largest* economy, despite having far higher poverty rates. The GDP-per-capita in Indonesia is only a bit over US$ 4,600 per person (almost 1,500% lower!). Conclusion: Singapore has LOTS of rich people. Indonesia has LOTS of poor people, but a fair number of RICH people, too.

So, if you were a fundraiser (which is a fair assumption, since you’re still reading) the question is — where should you be fundraising? (more…)

Inspiratie?

Wat doe je als fondsenwerver om inspiratie op te doen? Ga je bijvoorbeeld naar het IFC of misschien wel naar de AFP? Of lees je een inspirerend boek, bijvoorbeeld over Twitter of andere social media? Misschien ben je wel verslingerd aan TED, via de geweldige app die video’s van allerlei sprekers verzamelt en beschikbaar maakt. Ikzelf ging in ieder geval naar het Xnoizz Flevo Festival  (XNFF).

Wat is het XNFF? Wikipedia zegt dit: Het Xnoizz Flevo Festival is een Nederlands meerdaags openluchtfestival dat sinds 1978 jaarlijks in augustus wordt georganiseerd. Het festival profileert zich door haar christelijke identiteit en biedt de bezoekers een programma van livemuziek, sprekers, theater, cabaret, sport en film (voornamelijk de eerste drie). Het festival trekt elk jaar ongeveer tienduizend bezoekers, waarvan de meesten in de leeftijdscategorie 16-30 jaar.

Klinkt redelijk zweverig, toch? Een stuk of 10.000 jongeren die in de Heer zijn en bij elkaar gaan zitten, zal een buitenstaander denken. Maar ik heb er heel veel inspiratie opgedaan, Zowel voor mij persoonlijk, als voor mijn vakgebied.

Met mijn persoonlijke inspiratie zal ik je niet lastigvallen, maar wel met die op het gebied waar we allemaal werkzaam of actief zijn: de fondsenwerving.

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Contenders for the two ‘i’s in fundraising?

You hear a lot about the importance of innovation in fundraising and there’s no doubt that innovation is important – all the ways of doing anything that are now widely accepted, traditional and best practice, were innovations at one point, after all.

Things always move on and almost everything can continually be improved upon, but I still don’t think innovation is as vital as it’s hyped up to be, and there are usually very significant wins to be had by improving on what you’re already doing.  If I were a Director of Fundraising, I’d want my team to have optimised the ROI of existing activities before I invested in creating anything new.  As Percy Barnevik famously said, when chairman of ABB Asea Brown Boveri (the world’s largest electrical-engineering group):

“We don’t need any more bright ideas. There are lots of them around… In business, success is 5% strategy, 95% execution.”

(more…)