The Key to Maximizing Your Year-End Fundraising Efforts

Today's guest post comes from Cindy Wagman, President of The Good Partnership, which is on a mission to make great fundraising achievable for small nonprofits. Since we are entering prime fundraising season, I wanted Cindy's perspective on how to make the most of year-end efforts. And she's got some great advice for you!

Oh, hi!

If you’re like most of my clients, you’re the Executive Director for a small nonprofit and you’re juggling a million balls, trying to keep up with the increased holiday workload. On top of that, you need to take advantage of year-end fundraising. You’ve probably seen the infographics on Pinterest that show how much money comes in through donations to charities at year-end. Feel like you’re missing out, or behind the 8-ball?

Take a deep breath and grab a coffee or tea, and I’ll give you a few pointers on how to focus your year-end fundraising to maximize results with the least amount of effort.

 

Campaign vs. Appeal

First thing’s first. You need to think of year-end fundraising as a campaign, or mini campaign. It’s not just one direct mail package or one email asking for support. It’s also not a bunch of random asks that don’t have anything to do with each other. A campaign is cohesive and multi-channel, multi-touch. But, that doesn’t mean overwhelm. In fact, a campaign can help eliminate some of the overwhelm because it gives you a clear plan with a lot of messages that can be repeated, over and over.

At minimum, I want you to do a three-part email series with an ask in EACH one, some social media posts and, if you do traditional direct mail, at least one letter. If someone makes a donation, you can remove them from the subsequent communications.

Your Theme

Now that you have an outline of what you’re sending, you need to know what messaging to include. Pick one theme for your campaign and then have that theme run throughout all of your materials. Build on the story through your emails and social media posts, and keep in mind that it takes someone 8-10 times of seeing the SAME message to really internalize it. Don’t worry about repetition. Seriously, don’t worry about repetition.

 

Your Writing

So, there are some best practices when it comes to fundraising writing. Effective fundraising writing is not necessarily “good writing” and usually isn’t what we personally “like." But it works. It should be casual and friendly, with a specific and personal call to action. I’ve actually written a whole blog about just that, which you can read here.

 

Your Thank You

Your thank you is as important (or more important) than your ask.

Your campaign doesn’t end with a gift. In fact, what you send after someone donates is as important or more important than what you send in asking for it.

Create a thank you letter that directly reflects the ask. It should build on the same story as the rest of your campaign and give donors a sense of meaning for their contribution.

Also write a thank you call “script” (something short, sweet, and informal) and have your staff or board call to thank donors when they give.

Somewhere between three and six months after your campaign, create a short but meaningful donor update building on the same messaging as your campaign, to let your donors know what progress you’ve made thanks to their support.

 

Focus

It may seem like this is a lot to do, but if you focus it on one campaign with consistent messaging (and understanding that people need to see repeat messages for it to sink in), you can actually minimize your work and maximize your impact.

Here’s a quick checklist for your year-end campaign:

• One theme/story to use throughout your campaign

• 1 letter (if you usually do letters), 3 emails, and a handful of social media to support the campaign

• A thank you letter and phone call script

• A 3-6 month update

You’ve got this! One final tip is to turn off your cell phone and notifications, sit down for a couple hours, and get this all written and drafted in one sitting. Batching work can often save many hours of switching back and forth.

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Cindy Wagman is President of The Good Partnership, which wants to make great fundraising achievable for small nonprofits. She loves fundraising because she gets to see the most generous side of people, and helps match their passions with real action.

After 15 years as an in-house fundraiser, she left her 9 to 5 and created The Good Partnership to help the organizations that were closest to her heart. These were organizations that were driving change, and aligned with her priorities for her community, our society, and the world. She wants to help you be your authentic fundraiser and lead the change you want to see in the world.

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I'm Kristi Porter, and I started Signify to provide writing, consulting and strategy services to nonprofits and for-profit organizations with a social mission, primarily through copywriting, marketing, and business communications. I believe that cause-focused organizations like yours are the future of business. You're proof that companies can both make money and do good. And I'm here to help you get noticed and grow. When you succeed, we all win.

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Ask the Experts: Personal Fundraising

Each month, I invite guest contributors to speak about timely, relevant, and sought-after topics that are important for cause-focused organizations like yours to be aware of as you grow. For October, I've invited Debbie Barron, a support-raising coach and trainer, to share about personal fundraising. Many of the small nonprofits I work with have one or more employees raising their own support, and I know they'll benefit from her advice, and hope you do too. And there are definitely lessons that small social enterprises should take note of as well!

Q. WHAT ARE THE LATEST TRENDS IN PERSONAL FUNDRAISING?

A. In this age of social media and high-tech everything, many are moving toward online communication in order to save money and time. While it’s wise to take advantage of social media, texting, etc., to try to reach people, never underestimate the value of the personal approach.

This is especially important with the face-to-face appointment. If you are looking for people to partner with you in your work, you must invest in the relationship by sitting down with those people and presenting your vision (even if it's a video chat). Nothing can replace the face-to-face appointment, for it builds the relationship and creates trust. If you want a financial partner who gives on an ongoing basis, this is crucial. Letter campaigns and group events produce one-time givers; face-to-face appointments produce partners who continue to give.

The personal approach also applies to thank you notes and newsletters. Think of the most personal approach instead of the most expedient. Hand-write notes to people, and send letters in the mail wherever possible. Your note or letter may be the only personal mail they receive this month, so it will stand out. And a few hundred dollars in mailing expenses is worth it to leverage thousands of dollars invested in your work.

Q. WHAT IS THE BIGGEST MISTAKE YOU SEE PEOPLE MAKING IN REGARDS TO RAISING THEIR OWN SUPPORT?

A. Many people make the mistake of not asking for referrals. If you want to find more people to invest in your work, you must ask for referrals. People often avoid it out of fear or lack of training, but it’s not as difficult as you may think.

Contrary to our negative thinking, most people are willing to help. I once heard a leader say, “Have you ever stopped to ask for directions and been rejected? Has somebody actually said, ‘No, I don’t want to help you.'? Of course not.” People usually want to help meet a need.

I recommend this type of script after you have cast vision for your work, and asked them to invest in it: “There’s another way that you can help. I am hoping to meet others who would be encouraged to hear about what I’m doing, and several people have helped by introducing me to their friends; I’m hoping you might help in the same way. I find it’s easier if you think about it from your perspective. If you were in my position, who are the first ten to twelve people you would talk to?”

Note that the magic word is “who.” It’s a purposely open-ended question, which assumes interest and catalyzes their thinking about who they would ask.

When you ask for referrals, you may fail more often than you succeed, but keep doing it. And keep practicing so that you get better. Who knows where the next big investor is? Think of it as a treasure hunt.

Q. WHAT IS YOUR BEST PIECE OF ADVICE TO THOSE WHO NEED TO RAISE SUPPORT?

A. Whether it’s in a newsletter or in casting vision for investing in your work, tell changed-life stories. People want to know that their dollars are helping to change the lives of real people. Tell what the person’s life was like before and after they encountered you/your work. Use a real name (with permission) and include details so that the reader or listener cares about the person. In doing that, you will engage the heart and increase the likelihood that the person on the other end will partner with you, and want to continue partnering with you.

Q. WHAT IS ONE THING READERS CAN DO THIS WEEK TO IMPROVE THEIR PERSONAL FUNDRAISING SKILLS?

A. Think of two people you can ask to invest in your work, and actually ask them. Just two. Asking two people per week can move you forward in significant ways.

Q. ANYTHING ELSE WE SHOULD KEEP IN MIND?

A. The people who are already investing in your work are usually your best resources—both for additional funds and for finding new investors. Spend some time thinking about how you can capitalize on that by thinking through a next step for each one of them.

For example, when is the last time you asked your current partners to increase? We conducted a survey of our partners several years ago and discovered that they felt it was reasonable to ask them to increase their giving every one or two years. I usually recommend asking them to increase from 50 to 100%.

And finally, invest in your relational capital by building into these current partners. Is it time to give them a call, just to catch up? When is the last time you gave them a small gift or sent a personal note? Remember: it is easier to keep your current investors than to find new ones.

Q. IF SOMEONE WANTS TO LEARN MORE ABOUT THIS TOPIC, WHAT RESOURCES DO YOU RECOMMEND?

A. My favorite resources for ministries are the books The God Ask by Steve Shadrach, and Funding Your Ministry by Scott Morton. There is also a website called Support Raising Solutions that offers a monthly newsletter, training opportunities, and more. For people and groups without a religious affiliation, I recommend Asking: A 59-Minute Guide to Everything Board Members, Volunteers, and Staff Must Know To Secure the Gift by Jerold Panas, and Ask Without Fear! A Simple Guide to Connecting Donors with What Matters to Them Most by Marc Pitman.

Great information. Thanks, Debbie!

(Amazon links are affiliate links.)

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Debbie Barron is a coach, mentor, writer, and friend. She has served with Cru/Campus Crusade for Christ for nearly 25 years, mostly at their headquarters in Orlando, Fla. For 17 of those years, she has been a support-raising coach and trainer. She loves Disney World, Ireland, botanical gardens, and sports. She is currently passionate about football and her fantasy football team, “In the Red Barron Zone.” She is single, but there are two important men in her life—her nephews.

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I'm Kristi Porter, and I started Signify to provide writing, consulting and strategy services to nonprofits and for-profit organizations with a social mission, primarily through copywriting, marketing, and business communications. I believe that cause-focused organizations like yours are the future of business. You're proof that companies can both make money and do good. And I'm here to help you get noticed and grow. When you succeed, we all win.

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Voice Can Make All the Difference

The TV murmured along in the background as I cleaned house until I heard what I thought was the voice of a child speaking about farm-to-table concepts that seemed much older than the age I perceived coming through the TV speakers. It seemed odd. I was thrown off, and completely missed the message from the advertising restaurant.

When I saw the commercial later, I was still too distracted because of the disconnect between the voice and the message to know what the company was trying to tell me, the consumer.

In an age when video is moving to dominate media consumption—not only TV and streaming services, but across social media channels and websites—the right voice to explain, to inform, to appeal, to sell, and to inspire makes a difference in whether someone donates or buys, or whether someone passes you by.

Likewise audio prompts within your organization’s phone systems, in your office environments, and in radio advertising can make a difference in how a consumer or donor experiences what you have to offer . . . or doesn’t.

Recently, as I boarded an elevator from a parking garage to a major metropolitan arts facility, I heard the burdened and disdainful voice of a man “welcome” me, and routinely utter the names of the sophisticated, creative, and lively venues within this arts complex. It was quite a juxtaposition. There I was about to experience an electric, creative atmosphere, and the voice welcoming me sounded as though he was bored, sad, and depressed.

Whether realized or not by this company’s elevator occupants, his voice is creating an atmosphere for this facility—a downcast and disheartening atmosphere.

In truth, the voice you use to embody your organization's in video and audio representations is important. But what do you look for? How do you find a quality voice for your message? Here are four ideas to get you started:

1)   Audience

You’ve heard it before, “Know your audience.” As a business leader, you likely have already created an avatar, or profile, of your ideal customer. With this ideal man and/or woman in mind, write a script that sounds natural, conveys a clear message, and includes an action step. And once you have a decent draft, read it out loud to yourself. Are there any clunky words or phrases? Or are there any back-to-back sounds that are awkward? Revise the script until you have something that seems natural.

2)   Delivery

Depending on your audience, and the message of your script, you’ll want to think about delivery. Would you like it to sound warm and comforting, or are you looking for conversational, yet energetic? Think about the feelings you want to convey with this message. And think about those feelings in relationship to the wording and the message. Do they match? For example, in the elevator, the gentleman delivered the word welcome as if he were sad, when it should’ve sounded warm and friendly . . . in other words, the word welcome should’ve sounded welcoming. If you’re trying to convey an urgent message, one that you’d like customers to act on quickly, you don’t want a warm and welcoming delivery, but an energetic, lively, yet friendly delivery.

3)   Tone

More often than not, we can grasp an age range from someone based on the tone of his or her voice. A voice talent’s tone needs to match and be identifiable with the audience you’re trying to reach. In the farm-to-table restaurant commercial mentioned previously, the voice sounded like an early teen. Yet, the message of the commercial was focused on consciousness in food preparation, something few teenagers seem to be concerned with. A disconnect between the tone, the target audience, and the message won’t compel anyone to take action.

4)   Hire

It’s often easier to grab the admin assistant with the great phone voice, or the singing maintenance man for a quick “read through” of your outgoing message, but resist the urge. It’s not enough to have a nice voice. A quality voice talent must be able to tap into the audience your trying to reach with the feelings you want to convey, so that anyone who hears it will want to take action.

Your message is too important for it to sound like it’s being read from a handwritten notebook. With intentional script writing and the right voice, you’ll move beyond your customer or donor’s heads and into their hearts.

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Jennifer Wilder is a social media professional who helps brands reach customers through online conversations. Over the last decade, she has worked with LifeWay Christian Resources, Leading The Way, The reThink Group/Orange, and The John Maxwell Company. Jen and her husband Nathan live in Kennesaw, Georgia, with their soon-to-be-Instagram-famous Chocolate Labrador Retriever, Copper.

Jennifer is available for freelance social media consulting and voiceover work.

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I'm Kristi Porter, and I started Signify to provide writing, consulting and strategy services to nonprofits and for-profit organizations with a social mission, primarily through copywriting, marketing and business communications. I believe that cause-focused organizations like yours are the future of business. You're proof that companies can both make money and do good. And I'm here to help you get noticed and grow. When you succeed, we all win.

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Work ON Your Business, Not IN Your Business (Part 2)

There are a couple of stereotypes that come to mind when the word "entrepreneur" is brought up. First, is the more romanticized notion of being able to travel, take long lunches, and basically do what you want, when you want. On the other hand, there's the overworked, underpaid, and basically frazzled lump of a person. Those are the opposite ends of the spectrum, and honestly, depending on the day, either can be accurate.

We entrepreneurs are definitely lured away from more traditional jobs by the first persona, but for many of us, it's the second one that ends up taking root. And though none of us signs up for long hours and little pay long-term, those of us who are leading purpose-driven organizations often just chock it up to the cost of doing business differently. But I don't think this has to be the case.

Last week, I shared that I'd recently finished the book The E-Myth Revisited by Michael Gerber, which made the phrase "working ON your business, not IN your business" popular. In that post, I recounted that he says there are three different types of personalities that all business owners must display in order to be successful: the entrepreneur, manager, and technician. Building on that idea, today I want to share his strategy for growth and scale. And, like last time, I'll also tell you what some of the nonprofit and social enterprise leaders I admire do to work on their business.

(Psst: Missed part one of this series? Catch it here.)

The first part of the book, the section which primarily deals with those three personalities, made perfect sense to me. I recognized those traits in myself, but also saw areas of improvement I know I need to work on if I want to making it in business, as well as see my social enterprise thrive.

However, there were aspects of this second part that initially rubbed me the wrong way. But I pushed through, and Gerber made a strong case for his argument. I think I even became a believer along the way.

So, what was it?

The Franchise Model

The stance Gerber takes in this book is a bold one, in my opinion. He submits that to grow and scale, all small businesses owners must adopt a franchise mentality. That is, they must on some level be able to replicate themselves through systems and processes.

Some of you might automatically get stuck after reading that paragraph. Even being a girl who loves systems, "I totally paused," to quote Clueless, when I started this section of the book. At this point, I don't see myself setting up numerous Signify offices around the country, or hiring hundreds of employees. In fact, that thought makes me kinda want to barf. However, I am flying solo on this venture right now, and it would be super terrific to one day maybe have a bookkeeper, a few specialists on retainer, or heck, even an intern. And those things mean that I need to think bigger. I need to think in terms of scaling. In Gerber's philosophy, I need to franchise.

If a business is to thrive, it must obviously move beyond the founder. It cannot be wholly dependent on me or my skills—or in your case, you. Otherwise, it can feel very burdensome. It's more of just a job at that point. If I am out on vacay or sick in bed or taking that glorious three-hour lunch, nothing's getting done. Sound familiar?

Gerber equates business growth to the development of a person, with an infancy, adolescence, and maturity stage. The infant stage is exciting. Everything is new, but it can also easily get overwhelming. There are so many tasks to complete, and not enough help or time to complete them. You enter the adolescence stage when you hire someone. This is pretty spectacular, but too many owners end up wanting a break so desperately that they shove everything on to the newbie, which creates a whole new set of problems. It's possible said newbie either becomes overwhelmed too, may not yet carry the vision, or may have a different take on doing things that they execute in your absence. None of those are good alternatives. Gerber calls it "managing by abdication rather than delegation."

At this point, he says the owner has two viable options: the first is to either return to their comfort zone of the one man band, or expand with a franchise model mindset. 

Turnkey Revolution

His solution to success is the "turnkey revolution," which is a model that allows basically anyone to complete the process. Yes, just like a franchise. He uses the example of McDonald's.

While many businesses fail every year, putting processes, systems, and organization in place allows 75% of franchises to succeed. Wow, that's crazy! This is because they are consistent and predictable. And we humans are often creatures of habit, so those two words are comforting.

There are four basic principles behind the turnkey model:

1. Design for simplicity and efficiency. Your system should determine the outcome, not your people.

2. Document everything in an operations manual. This includes the roles, the work itself, and everything between.

3. Predictable service is a necessity. You must provide consistent value to your customers (or donors, for you nonprofit founders who are still with us).

4. Be results-oriented. Create a profit for your business, and be able to measure goals and objectives. And, of course, be ready to tweak at any time.

My Hang-Ups

I've already mentioned my first issue, and that was trying to define what scaling meant to me. Through his examples in the book, he is definitely talking about becoming a big player, but again, at this point, I have no desire for that. But his case was strong enough to help me realize that even wanting to scale on a very small scale could benefit from what he had to say.

Item number two may have made the hairs on the back of your neck stand up as well, and that was "Your system should determine the outcome, not your people." Okay, ouch! I pursed my lips and scowled a bit when he started in on this idea. After all, if I'm one person now, and want to expand that to two, three, or five people, I want to hire great people! I want to love them, and be friends with them, and invite them for sleepovers. (Okay, maybe not that last one, but I haven't ruled it out.)

But, after thinking about it a little more, I'd heard something similar before that I did agree with, and that was to hire based on the capability of the person, not the job description. Gerber may not agree with me there, but I'm gonna go with it. His point is that when you get a good system in place, most anyone should be able to pick up the ball and run with it. You should make it that simple, efficient, and seamless. And there is a lot of that I can stand behind.

Along those lines, I was a little put off with his continued use of McDonald's as an example. I'm personally not a fan for many reasons. But I am smart enough to recognize the business sense and innovation that company, and Ray Kroc, had in the early days. It just took reframing that concept for me. An assembly line is not what I'm looking for, but because I love systems, I understand the value of putting a process in place to help guide or predict an outcome.

The other thing I'll say is that if you choose to read the book, he pretty much sticks to product-based businesses to illustrate his point. So, you service-based guys and gals like me will need to think a little more intuitively. 

Overall, I really did find the book interesting and worth my time. I would recommend it as well. There are some steps I've already started putting in place along these lines, and plenty more to come. If anything, it'll just get you thinking differently about your little engine that could.

If you've read The E-Myth Revisited, what did you think?

What It Looks Like in Action

I also asked a few small business owners that I know, or follow online, to share how they work on their business, not just in their business. Here's what they had to say:

"You can't do everything on your own. Outsource what you can to freelancers, so you can focus on scale and the North Star of your vision." – Grant Trahant, Causeartist

“Every year on January 2, the Plywood staff takes a retreat to focus on the year ahead. We turn off our email and spend the first few days of the year focusing on the big picture." – Callie Murray, Plywood People

“For sixteen years, through North Point and Orange, I have heard ‘work on it instead of just in it.’ I get it, but it is so difficult to live it out. With everything thing that needs to get done, stopping to theorize, dream, analyze, and ask tough questions often doesn’t make the list. But I declared summer of 2017 the summer of analysis. This summer we have worked on it instead of just in it, and it has changed the direction of our division in many ways. The greatest benefit of working on it, is the peace of mind that you are working on the right things.” – Ted Lowe, MarriedPeople

“To continually improve our effectiveness, we block four hours per week for the entire team to work 'on' the business. During this time, we may work on our marketing initiatives or redesign key business processes. There are weeks when it's really hard to protect the time on our calendars. However, even without a 100% success rate on our goal, we've seen our organization's projects move forward more consistently than ever before.” – Kevin Jennings, Junction 32

“The only way I actually find time to work on my businesses, instead of just in them, is by making them a priority. Think back to high school or college dating . . . if your crush was available to hang out, it didn’t matter if you had class in two hours, or a paper due tomorrow, or a project to work on. You can bet you were hanging out with your crush! You found time to meet up with them, because it was your priority. Your business is no different. You have to trust that the work that needs to get done will get done when you take the time to make working on your business a priority, just like it did when you were younger and you survived school work and a date with your crush all in one day.” - Christina Scalera, Founder of The Contract Shop

“The thing I've had to learn as Refuge is growing from a small mom-and-pop venture to a larger-scale nonprofit is to let go! Not to let go of vision and culture, but to let go of the details. That's not a problem for me in some areas—the things I don't like to do or don't do well—but anything having to do with messaging or partying, I want to have my hands in it. I have to find people I trust and let them lead. It's freeing, but hard at first. In the end, it's so worth it, not just for your organization and your own sanity, but for the people who take those details, learn, grow, and knock it out of the park. Plus, they get the credit and satisfaction, and that's really cool.” – Kitti Murray, Refuge Coffee Co.

Read the first part of the series.

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(Amazon links are affiliate links.)

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I'm Kristi Porter, and I started Signify to provide writing, consulting and strategy services to nonprofits and for-profit organizations with a social mission, primarily through copywriting, marketing, and business communications. I believe that cause-focused organizations like yours are the future of business. You're proof that companies can both make money and do good. And I'm here to help you get noticed and grow. When you succeed, we all win.

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