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)

Membership 101: Should You Reward Novelty or Loyalty?

It’s a trick question! You should reward both.

Associations generally do a good job rewarding novelty. The new member gets the special rate. The first time attendee gets the unique badge ribbon and the exclusive reception with the board of directors and committee chairs. The first-time book buyer gets the coupon for a discount off her next purchase.

And that’s all fine. Definitely keep doing that.

But what do you do for your long-term, loyal members?

Growth is a result of two complimentary actions: recruitment and retention.

All that rewarding of novelty helps with recruitment.

But the members who stick with you over the long term deserve some love, too.

This past week, I was interviewing chapter leaders for a client, and one shared a loyalty program that caught her eye. She’d been with her cable company five years (which she was not tracking herself), and to thank her, the cable company sent her a card with a code she could redeem for five free on-demand movies.

Simple and effective.

And you know WAY more about your members than the cable company knows about its customers. What could you do to recognize loyalty?

Maybe the long-term member who always attends your conference would appreciate a free – or deeply discounted – registration. Or priority access to the main hotel. Or VIP seating at the general sessions. Or a special badge ribbon noting her “conference veteran” status.

Maybe you could *also* have a special reception for long-term members at your conference.

Maybe the long-term member who buys a lot of books would appreciate some free ones, particularly if you have something high-value or exciting coming out. Pro tip? Just mail it to her with a “thank you for your loyalty” card. Don’t make her jump through hoops to get it.

Maybe you could feature members who achieve significant anniversaries on your website, or in your enewletter, or in your magazine.

Maybe you could send a hand-written thank you card.

Maybe your board chair could make a call.

Maybe for a really significant anniversary (50 years?), you could make the person an honorary life member – you’re a member until you die and you don’t owe us another cent.

What is your association doing to creatively and personally recognize and thank not just new members, but also those who are dedicated for the long haul?

 

Boosting Membership Retention from the Start: Your Members’ First 3 Months

Editorial note: the following is a guest blog from Callie Walker of MemberClicks

Does membership retention really begin the second a member joins your association?

It should! The better you onboard, the more likely your members are to renew.

So the question then becomes…how do you effectively onboard your new members? What should you be doing in their first few months? Here’s a breakdown:

Month 1 – Welcome

When a member first joins, it’s important to reach out to them in a timely manner. Be proactive and extremely responsive (you want to start off on the right foot, after all!). That said, you don’t want to come across as spammy, so spread your communications out, at least a little bit.

  • Send a welcome email with login credentials to the members-only portal.You want your new members to login ASAP, so make it easy for them by giving them all the info (links included!) they need.
  • Post a hearty welcome on your website.Not only will this promote your new members, but it will give them content to share on their own social media channels as well.
  • Follow up with a phone call. Within a week of sending login credentials, contact all of your new members who have NOT accessed the members-only portal. (You want to make sure they’re not having login difficulties.)
  • Use social media to welcome your new members.A quick tweet or Facebook post garners the attention of your new members and gives them that “VIP” feeling. (Who doesn’t love a shoutout?!)
  • Prepare to welcome your new members in your next newsletter.Keep a running list of all your new members (particularly as they fall between newsletters) and make SURE you don’t forget anyone.

Month 2 – Connect

This month is all about deepening the connection you have with your new members and strengthening their sense of belonging within your organization. Take some time to create personal (and unique) touch points for your new members.

  • Write and mail a personal note.Among all the emails, texts, and letters with digital signatures, a simple handwritten note can really stand out. Be authentic here – your members will appreciate it.
  • Schedule a ribbon cutting, open house, and/or other celebratory events.Market the event(s) on your website, social media channels, and via email. Your goal should be to introduce your new members to as many current members as possible.
  • Set up a forum or other personalized area just for new members.Every week, engage your new members in conversation, answer their questions, and share announcements (via a new members-only circle). The more you initiate conversation, the more they’ll likely partake.
  • Introduce them to a member ambassador.If possible, match your newbies with current members who have similar interests and/or expertise. This kind of mentoring can help your new members get acclimated (and engaged) at a quicker pace.
  • Make a special delivery.Surprise your new members with a special delivery! If you hosted an event (for example, the ribbon cutting), bring a framed photo or a special plaque. Other ideas: A branded mug filled with candy or free tickets to an event with a welcome note from the president.

Month 3 – Engage

To boost retention, it’s crucial to engage your new members as soon as possible. Use month three to make sure your first two months’ strategies were successful. By the end of month three, you should have welcomed, connected, and engaged with new members in a way that’s meaningful to them.

  • Post pictures from your celebratory events.If you hosted any new member celebrations, post about them on social media! This is a great way to keep that excitement (and engagement) going.
  • Follow up with your member ambassadors.Call or email your member ambassadors to see how things are going and if there’s anything you can do to help them engage your new members.
  • Send a postcard of upcoming events.Send your new members a postcard with a calendar listing of upcoming events. This will be a great resource for them to reference in the future.
  • Reach out.Call your new members to discuss – one-on-one – how their membership is going so far. Mention upcoming events, referrals, and specific ways to get involved. (If they haven’t attended a new member orientation yet, this is the perfect time to sign them up.)

Got the first three months down? What should you be doing after? When should you start encouraging members to renew? What should you sayto encourage members to renew?

MemberClicks can help! In our free Membership Retention Kit, we explain how to demonstrate your association’s benefits, how to create an effective membership retention webpage, when to send renewal reminder emails (plus templates for each touch), and more! Click here to check it out!

Don’t Get Lazy!!

Putting it all together, maybe the most important thing Sohini and I learned from fundraisers as we were researching Steal This Idea! (and as Sohini has worked with them over the past two decades) is: don’t get lazy.

And it’s really easy to do that, particularly if you’re organization is not in crisis. And many associations are NOT in crisis. According to the 2017 edition of the Marketing General Membership Marketing Benchmarking Report, nearly three-quarters of associations who responded are either holding steady or increasing membership. Renewal rates are generally solid. Participation in programs, products, and services – particularly white-label social networks, virtual and in-person event attendance, and credentialing programs – remains robust.

“If it ain’t broke, don’t fix it,” right?

Well, no. To quote the whitepaper:

It’s easy to get lazy. We urge you and your team not to, though..The association industry’s operating landscape is shifting rapidly and in unpredictable ways…That’s why it’s important, at least at times, to turn outside the industry to see what other organizations are doing to attract audiences, particularly younger audiences; to build relationships with those audiences on their terms, not the organization’s terms; and to recognize their contributions equitably and make people feel known, heard, special, and appreciated.

To learn more, download your free copy of Steal This Idea! Innovations in Cause-Oriented Fundraising for Associations at https://bit.ly/3eu6ntm. Also, mark your calendar for Wednesday, March 21, 2-3 pm ET. Sohini and I will be delivering a webinar on the whitepaper, graciously hosted (so free for attendees) by the nice folks at Wild Apricot.

 

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.

 

Steal This Idea!

If there’s one thing I’ve learned in the past 20 years, it’s that associations don’t always have all the answers. We definitely have some major advantages, not the least of which is that we are highly cooperative and collaborative, not least of which because there’s not a lot of intra-industry competition (i.e., the AICPA and the American Nurses Association have basically zero overlap in audiences). But there are some areas where we lag, and where other industries, say charitable fundraisers, do things better than we do.

That’s the topic of the latest Spark whitepaper, Steal This Idea! Innovations in Cause-Oriented Fundraising for Associations. Written with Sohini Baliga, a communications expert from the charitable fundraising world who’s recently come over to the association side of non-profits, Steal Like a Fundraiser addresses three major areas where charities are innovating and shares their secrets of success:

  • Building relationships with donors at all levels, with a special focus on major donors, and how that relates to membership relationship building and management
  • Creating and running outstanding campaigns
  • Attracting Millennial/young professional supporters

The whitepaper also features contributions from Beth Kanter, John Haydon, and Shonali Burke and case studies from:

I’ll be blogging about the whitepaper for the rest of the week, highlighting some key findings and action steps you can take, but in the meantime, I invite you to download your free copy at https://bit.ly/3eu6ntm – we don’t collect any data on you to get it, and you won’t end up on some mailing list you didn’t ask for. We just use the bit.ly as an easy mechanism to count the number of times it’s been downloaded.

And don’t forget to check out the other FREE Spark whitepapers, too:

Membership 101: Data, Data, Data

Computer Keyboard - Data

If you’ve been following this series – and I hope you have! – you’ve probably noticed that I
talk a lot about data.

You need data to calculate LTV.

You need data to construct your ladders of engagement.

You need data to personalize effectively.

You need data to run an effective welcome series.

You need data to understand why people joined in the first place.

You need data to know when prospects are ready to join.

You might be thinking: “That seems like a lot of data. How am I going to get it?”

I’m glad you asked!

You can collect data actively AND passively. You can collect it formally AND informally. You can collect quantitative AND qualitative data.

Ideally, you’ll do all of the above.

What do all those options mean?

Active data collection is when you intentionally and purposefully ask for feedback through something like a focus group or an online comment form.

Passive data collection is when you use technology to record what your members and other audiences do, like what emails they open, what links they click on your website, what they purchase from you, what conversations they participate in on your white label social network, and what events they attend.

Formal data collection is when you’re collecting data in a time-bound, structured way, like an annual membership satisfaction survey.

Informal data collection is what you learn from your day-to-day interactions with members, like your email and phone exchanges with them, or talking to them at in-person events.

Quantitative data is stuff that can be reported on with numbers, charts, and graphs, like a Likert scale asking attendees to rank your conference.

Qualitative data is freeform or unstructured data that can be highly illuminating but challenging to share, like the results of interviews.

We tend to do a good job with active, formal, quantitative data. Not that constructing an effective survey is easy – it is definitely not – but we know how to run surveys, our members know how to respond to them, and we know how to report on and disseminate the results.

We tend to do a good job with passive data, as long as we put a little thought into what we should be collecting and how we intend to use it, set up the systems to do so, and remember to go look at it and report on it periodically.

Dealing with informal qualitative data is a lot more challenging. First of all, it’s distributed, and we usually don’t have a good means of collecting and sharing it. I guarantee there are staff members on your team who know all KINDS of interesting things about your audiences that you don’t know, just because you’ve never asked them and there’s no easy way for them to share what they’ve learned.

Unstructured data is hard to report on. You can’t make a dashboard or a pretty graph of the results of interviews. Even identifying themes requires us to use our words. And, to quote my Getting to the Good Stuff co-author Peter Houstle, “the plural of anecdote is  not data.” Qualitative data gives you stories and opinions, and can get at the “why” of what your members are thinking and doing better than almost anything else, but you still need to go out and validate those stories and opinions.

Photo by Myriam Jessier on Unsplash