Growth Strategies from Top Fundraisers Q&A

In my last post, I shared the link to the webinar my Steal This Idea! co-author Sohini Baliga and I presented for Wild Apricot on March 21. Sohini and I got to as many questions as we could at the end the webinar, but as usual, we missed a few, so we’re answering them below:

How can wildlife conservation related organizations tap into millenials if we are asking them to be a hero for another species?

EWE: This provides a great opportunity to tell a story of an endangered animal (or species or wild place) in a way that’s compelling and, in that story, explain how your donor/member can be the hero who saves that animal (or species or wild place) by her donation.

What if your membership is a low fee like $25/year?

EWE: Well, at least you’ll probably never hear the objection: “Dues were too expensive”! Seriously, though, that hopefully means you have a lot of people in your membership file. The trick now is to start looking for the ones who do more than just pay their $25 a year – or who want to do more than that.

How have you had best success at gathering stories from members/donors?

EWE: Talk to them. That can be individual and formal (like a phone interview), group and formal (like a focus group), or individual and informal (like a conversation at an event). Pay attention to when he starts talking faster, or a little louder, or in a higher pitch. Watch for when her eyes light up and her face gets more animated. That means you’ve struck gold – you’ve discovered something that member is passionate about. Then it’s your job to look for ways that member’s passions tie to your organization’s mission, and explain to her how involvement in your organization will make a difference to that issue she’s passionate about.

We are a membership association of cause-oriented organizations. But we don’t have a cause ourselves. Will there be materials in this webinar that will help me?

EWE: Sohini and I would like to think so. When you’re a federation of organizations, it can be hard to make that direct, personal tie with people. I’m about to use an example that’s a bit politically charged, so stick with me. In the aftermath of the 2016 election, Democratic candidate Hillary Clinton founded an organization called Onward Together. It uses her high profile and large audience to raise money for small, scrappy nonprofits that are doing excellent work, but that may lack the audience base to effectively raise money themselves. Can you highlight the stories of the organizations you serve?

We are thinking about doing a major gala.  What is the best way to get corporate table sponsorships if you don’t know people within the individual businesses?

SB: The first thing to consider is that corporations look at the bottom line, and want bragging rights – it makes them look good. Now, put yourself in a corporation’s position. You’re not just spending money because it feels good – you have to pay employees and benefits, investors and backers want to see returns on their investment, and you need to be able to stand behind your spending decisions. All of them. So what’s going to make you give? What’s going to make you say, “Sure, I’ve got bills, but you can not only have a big chunk of change, you can put my name up in lights so others come asking me for the same thing”? What will make you say yes? What will make it hard for you to say no? Therein lies your answer – make your best case; make the story of the gala compelling; make it really hard to say no. Make them an offer they can’t refuse.

This is where I will say that nonprofits should not skimp on fundraising staff and professional executive development. A good, connected development officer is worth every penny of salary. And it is their job to make those sponsorships happen in tandem with a board and executive staff that is not shy, and can make the ask clearly, comfortably, and elegantly. There are grants available for hiring fundraising staff and professional development at all levels of the nonprofit world. The bigger the budget, the more they exist – because everyone understands that you have to support staff so they can do their best. It’s not a perk; it’s an investment that allows nonprofits to continue growing and serving their core mission.

What is the best way to get feedback from members? Surveys at events, letters, or…?

EWE: Yes. You want to turn your organization into a sponge for information. That means you want to collect data on your members and other audiences formally (like surveys and interviews) and informally (like conversations and responses to emails). You want to collect it actively (asking people to answer questions) and passively (paying attention to what they do and tracking what behaviors you can without turning into Big Brother and creeping people out).

Collecting the data is only the first step, though. You also have to share it with your colleagues. You’d be amazed at what your “line” staff in customer service knows that you don’t know, because they talk to your stakeholders all the time. Likewise, you’d be amazed at the insights your newer or more junior staff might have into some of your “C-suite” information, because they have a fresh perspective and aren’t jaded by “we’ve always done it this way” and “we tried that five years ago, and it didn’t work.” No information hoarding!

I have a large number of small dollar donors that I want to cultivate to be higher donors. I would like to meet with them to know them better. How should I go about doing that? 

EWE: Ask them. I am a donor to Woolly Mammoth Theatre Company (one of our case studies). My relationship with them started by going to one show. I liked it, so I went to more. I liked them, so I became a season subscriber. I realized I supported their mission, so I started donating. Now I’m donating much more, on an annual basis, than I was then. The Woolly development staff started building that relationship by calling me up to ask if I would like to meet for coffee.

Any suggestions on where to start with an all-volunteer organization?

EWE: It’s tough when you have no paid staff. Sustained projects, like fancy integrated multi-channel campaigns, are really hard to do. You need to assess what, for your organization, would constitute low-hanging fruit. Can you easily identify who your super-members are? Can each volunteer take responsibility for calling one of them in the next two weeks? Do you have young people in your volunteer base? Can you get them talking about what sorts of engagement activities they would find appealing? Does your organization have a compelling story, where it’s easy to frame the member as the hero? Could you send out one email that does that? Figure out what the easy thing is, do it, (hopefully) experience some success and learn some things, and build from there.

Missed the webinar? Wild Apricot’s got you covered.

Growth Strategies from Top Fundraisers

My Steal This Idea! Innovations in Cause-Oriented Fundraising for Associations co-author Sohini Baliga and I recently had the opportunity to talk with some smart people about the information in the whitepaper.

Special for those of you who prefer to learn from methods OTHER than reading: Two are videos; one is a podcast. We embrace all types of learners around here!

Video one: Association Chatwith KiKi L’Italien:

Podcast: fusionSpan podcast with Justin Burniske:

Video Two: Wild ApricotExpert Webinar Series:

Check them out to learn how fundraisers:

  1. Build relationships that are equitable (but not necessarily equal) and personal
  2. Create and run effective, compelling campaigns
  3. Attract and engage young professionals (aka Millennials and even GenZ)

Reduce Barriers to Entry

P J Hayman & Company Limited - Image

Just about every association I know of is struggling to recruit younger members (aka Millennials).

Part of the reason for that is that we’re erecting barriers to entry rather than removing them.

What’s required to be considered part of your association’s community? A certain degree? A license? A certification? MONEY?

Those are all barriers to entry that a young person may not be able to clear – at least not yet. What you’re telling them, in effect, is: “You are not welcome here.”

No wonder, when they can clear or have cleared those barriers, they aren’t returning. You made them feel unwelcome right when they needed you, when they were new in their careers, when they didn’t have an established network, when they needed a job. You turned them away. And for what? A few bucks?

Fundraising organizations know that if they can establish a relationship and loyalty up front, the dollars will come. Even if they don’t, those committed young fans will contribute in all sorts of valuable ways: volunteering to help with the mission-driven work of the organization, recruiting other supporters, amplifying messages and stories online and on social media.

Learn more about how fundraising organizations create alternate entry points to belonging and how associations can adapt their methods in the latest Spark whitepaper, Steal This Idea! Innovations in Cause-Oriented Fundraising for Associations freely available for download at https://bit.ly/3eu6ntm. Pay special attention to the stories of the Capital Area Food Bank and the CFA Society of Minnesota on pages 28-31.

Photo by Jumpei Mokudai on Unsplash

Your Baby Is Ugly

One of the great things about being a consultant is that we get to tell people when their baby is ugly without them getting mad at us – hey, they’re PAYING us to tell them when their baby is ugly.

Well, your (campaign) baby is ugly.

But it’s not your fault!

Marketing automation makes it easy for us to “set it and forget it!”

You set up the campaign, and your AMS and automation software run in the background, sending notices out on time and to everyone who still hasn’t renewed/registered for the meeting/bought the webinar or book.

But those highly automated campaigns aren’t compelling. They don’t tell a story. They aren’t personal. They don’t make a connection. Because of that, they often don’t live up to expectations.

Fundraisers are experts at doing all of those things. They have to be. They’re not asking for people to give them money to get a direct personal benefit (a membership, a conference experience, professional development, knowledge). They’re asking people to give them money for some sort of greater good. And they do it really well.

How? Is it magic? Do you have to know the secret Association of Fundraising Professionals handshake?

You do not – you, too, can run a compelling, visually-arresting, emotionally- motivating, effective campaign. Find out how in the latest Spark whitepaper, Steal This Idea! Innovations in Cause-Oriented Fundraising for Associations freely available for download at https://bit.ly/3eu6ntm. Pay special attention to the interview with Shonali Burke on the three keys to effective campaigns on pages 8-10, the sidebar by John Haydon on using social media effectively to promote your campaigns, and to the stories of CompTIA and New Endeavors by Women on pages 19-22.

 

Treat Members Equitably Not Equally

In the association world, we tend to want to treat all our members equally: nobody is more important or special than anyone else. That’s a noble impulse and helpful, up to point. After all, you don’t want your association to seem cliquish, or for any member to feel like there’s no place for her, like the association doesn’t respect or value her.

But only up to a point.

Because the fact of the matter is, some members ARE more important or more special than others. Some members only date your association casually and then move on. Some make significant, long-term commitments. Those two types of members are not equally valuable.

The challenge is to recognize ALL kinds of members and ALL levels of contribution and relationship appropriately, while still making everyone feel welcome in your community. That is, to treat people equitably rather than equally.

How do you actually do that?

Download your free copy of Steal This Idea! Innovations in Cause-Oriented Fundraising for Associations at https://bit.ly/3eu6ntm to find out, and pay special attention to the Woolly Mammoth Theatre Company case study (on pages 6 and 7) to see exactly how one organization makes EVERYONE feel like a rock star.

 

Moving From Talk to Action on Diversity and Inclusion

Does your organization have a compelling statement on diversity and inclusion that doesn’t seem to be reflected in your day to day operations? Don’t worry – lots of organizations face the same challenge.

Join Sherry Marts (S*Marts Consulting) and me for a FREE webinar (thanks to our host/sponsor Wild Apricot) Wednesday, July 12 at  2 pm ET to to learn how to move your organization from talk to action when it comes to authentic diversity and inclusion (D+I).

The webinar content will be based on our recently-released whitepaper Include Is a Verb, which is also free to download.

In the webinar, you’ll learn:

  • The barriers that stand between words and action on D+I
  • How to lead D+I change with the audiences you serve
  • Concrete steps you can take to have an immediate, positive impact on D+I in your organization

Register now. (Interested but can’t make the live event? Register anyway to be sent the recording afterwards.)

Walking Your Talk on D+I

Concentric circles of diversity and inclusion work

For those of us who are “on the bus” on the value of genuine diversity and inclusion, this is the crux of the matter: how do we effectively walk our talk on D+I? 

We have to work from the inside out, starting with our own selves, taking steps to uncover and combat our implicit biases, understanding where we do – and do not – have privilege, and answering the question “Now that I know, what will I do?”

To quote Include Is a Verb:

That is, how will you move from unconscious reaction to conscious responsibility? How will you use your privileges to help others and, at the same time, let them use theirs to help you in areas where you lack privilege?

Only then can we begin to move outward, to working on our associations as workplaces, then to our boards of directors and other volunteer leaders, then to our members, then to the professions and industries we serve.

I’d like to conclude this week’s focus on Include Is a Verb: Moving from Talk to Action on Diversity and Inclusion with another quote from the whitepaper:

There’s a poem that begins, “When I was a young man, I wanted to change the world.” As the man relating the parable lives his life, he realizes that was too grand a goal. He scales back to changing his nation, only to recognize that, too, as too grand a project. So he decides to focus on his town, and then his family. By the time he’s an old man, he realizes that the only thing he can change, the only thing he can control, is himself, but that when you change yourself, that impacts the people around you, and the people around them, and through that, you can change your nation and the world.

Start there. Pick one thing to change in yourself. Then think about one thing you can work on in your workplace with your colleagues. Then identify one program your association o ers that you can enlist your volunteers and members to help you transform. Small steps will add up to big shifts over time.

My co-author Sherry Marts and whitepaper contributors Joe Gerstandt and Jess Pettitt will be joining KiKi L’Italien for an Association Chat focused on Include Is a Verb on Tuesday, July 11 at 2 pm. You can register here.

And, of course, don’t forget to download the whitepaper itself at http://bit.ly/2peWwP0. It includes interviews with a DELP mentor/scholar team (Shawn Boynes and Desirée Knight) and with Cie Armtead, the current chair of ASAE’s D+I committee; sidebars from noted D+I experts Jessica Pettitt, Joan Eisenstodt, and Joe Gerstandt; and case studies of three associations that are doing outstanding D+I work for the audiences they serve (the Association for Women in Science, the Entomological Society of America, and the Geological Society of America).

Why Do Our D+I Efforts Fall Short?

Our D+I efforts fail for a number of reasons:

  • Beautiful statements and a handful of ghettoized programs don’t fundamentally change behavior.
  • We create “goals” that are not actionable and have no measures attached.
  • Every single person has implicit biases – sometimes against things that they themselves are – and we don’t do enough to combat them.
  • Mandatory training tends to bring out our inner misanthropic teenager: “You’re not the boss of me!”

Fortunately, there are proven strategies to combat all of these problems, one of which is consciously training yourself to be an ally.

What is an ally? To quote Jessica Pettitt’s sidebar on allyship:

An ally supports the struggles of a historically underrepresented group even though she is not personally a member of that group.

Becoming one involves doing work on oneself and then reaching out to engage in advocacy and agency, and her sidebar includes details of how to go about all those things.

To learn more, download your free copy of  Include Is a Verb: Moving from Talk to Action on Diversity and Inclusion, at http://bit.ly/2peWwP0, no divulging of information about yourself required.

 

What Makes the Association D+I Environment Unique?

In short, relationships.

Most of the focus on diversity and inclusion in the for-profit world is on staff and, to a lesser degree, boards of directors (which, of course, only some for-profit companies have).

The association operating environment is much more multi-layered.

Of course, we also have staff teams and boards of directors. But associations have very different relationships with our boards than for-profit companies do. Although our members are also our customers, the membership relationship is vastly more complex than the consumer relationship. We also have relationships with – and responsibilities to – the professions and industries we serve for which there is no parallel in the for-profit world.

The case studies in Include Is a Verb: Moving from Talk to Action on Diversity and Inclusion clearly illustrate the challenges inherent in and opportunities granted by our unique operating environment:

  • The Association for Women in Science has successfully navigated the transition from a largely homogenous board of directors to one that is truly inclusive, while also avoiding the trap of tokenism.
  • The Entomological Society of America has created a strong code of conduct for their events that not only aims to reduce instances of harassment at events but also provides a concrete action plan for dealing with them appropriately when they do occur.
  • The Geological Society of America has responded creatively to the dual imperatives to recruit more people into the field and to increase the diversity of those recruits.

To download your free copy of  Include Is a Verb: Moving from Talk to Action on Diversity and Inclusion, visit http://bit.ly/2peWwP0, no divulging of information about yourself required.

Key Concepts in Diversity and Inclusion

As Joe Gerstandt points out in his sidebar in Include Is a Verb: Moving from Talk to Action on Diversity and Inclusion, clarity is key. We need a shared and widely understood vocabulary of “concise, clear, actionable language” in order to make progress on D+I.

So that’s where Sherry Marts and I start: by defining terms, some of which may be familiar to you and some of which may be new.

  • What do we actually mean when we use the term diversity? What about inclusion?
  • What “counts” as diversity, and why does it matter?
  • What is intersectionality? How does it affect us?
  • What is “covering,” and why is it a problem?
  • What is tokenism, and how can we move past it?

Or as Joe put it:

Powerful statements of commitment to diversity and inclusion matter. But without a clear understanding of what we mean when we say “diversity” or “inclusion,” widespread agreement on how that will affect our daily actions, and a shared sense of responsibility for taking those actions, such statements are ultimately meaningless.

So that’s where we start, with creating the shared understanding necessary for meaningful action. To download your free copy of  Include Is a Verb: Moving from Talk to Action on Diversity and Inclusion, visit http://bit.ly/2peWwP0, no divulging of information about yourself required.