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Blog, Board development, Campaigns, Individual Giving, Major gifts, Resources for the professional, Small shop fundraising

Yep, the Board does have a role in a capital campaign!

What, wait, we hired that Capital Campaign Consultant to run the campaign, and now you are telling me that I have to do something.  No, this can’t be possible.

Yep!  It would be unrealistic to think that a capital campaign is left up to the staff to manage.  How could they?  The staff doesn’t have access to donors and to peer networks?  A campaign is not a one, or two, or even three person job.  It is even more unrealistic to think that now the capital campaign consultant is in town, no one
needs to do anything period.

So, I know you’re shaking in fear that you might have to ask for money.  Well, yes, you may.  But, that is not your only role in a capital campaign.

When running a capital campaign, I meet with each of my campaign’s Board of Directors and review the Campaign Plan, goal, schedule, gift chart, and Case for Support.  I insist that they vote to approve these primary campaign documents.

And, I also share with them a Board commitment form that I have each and every one of them sign and date.

Board members have many responsibilities to a campaign. Below is my top ten list of capital campaign responsibilities and what I expect them to commit to:

  1. Not taking on any major new volunteer roles for other organizations and consider how to pare down current obligations and be accessible to the campaign.
  2. Review their philanthropic planning for the next year and perhaps beyond, as well as their calendars for those years.
  3. Consider what role they could and would like to play in the campaign. Every board member will be responsible for some part of the campaign and will be engaged in identifying and enlisting campaign committee members.
  4. Review their list of contacts – friends, neighbors, business associates – and carefully consider which of them may be interested in learning more about the organization.
  5. Review and approve the capital campaign plan as recommended by the capital campaign planning committee.
  6. Make a “stretch” gift to the campaign. 
Board members will all support the Annual Fund campaign each year in addition to supporting the capital campaign. All board members will participate financially in the campaign – to the best of their ability. The board will be the first to give. 
It is essential that other donors see 100% percent participation of the board.  It shows them that the board has the utmost faith, confidence, and enthusiasm for the organization.
  7. Ensure that contribution are used well and according to donor intent.
  8. Read all materials given to them by the organization and the campaign. Members of the community – donors, clients, friends, neighbors, etc. – will turn to the members of the board for guidance and information.
  9. Be an advocate for the organization, to the best of their ability, in the local and the wider community. Help expand the organization’s influence and exposure throughout the community by:

o   Securing the sponsorship of a community group to support the campaign.

o   Recruiting a speaker, host, or sponsor for a special event.

o   Arranging tours of the organization for interested individuals, corporations, foundations or others.

o   Hosting an event at their home, place of business or community organization.

o   Endorsing a solicitation made by the campaign leaders, either by phone or by letter.

o   Setting aside at least 20-30 minutes weekly to plan how to help the organization’s campaign.

o   Thanking donors and staying in touch keeping them informed of the project plans.

o   Evaluating the success of the campaign to determine strengths, areas of improvement and effectiveness of board policies and decisions.

 

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November 12, 2016/0 Comments/by hireacfre
Blog, Campaigns, Direct mail, Donor relations, Individual Giving, Major gifts, Resources for the professional, Small shop fundraising

Love me or lose me – How donor communications can do both.

We often talk about banning jargon when we speak to others about our organization.  And, that is so needed.  But, I would like to take it one step further, and say that we are not here to “educate” our donors about what we do.

They don’t care about the specifics.

There, I said it.  Truly, your donors don’t.  Just think about your experiences.  When I call an electrician to fix an electrical problem in my house, I don’t want him to explain all of the mechanics of electricity or what is wrong with my particular situation.  Right?  Tell me basically what is wrong, how you are going to fix it, and how much it is going to cost.  Don’t share with me black to black, and red to red, and copper to copper, I don’t want to know.  It is actually beyond me.Simply what you say to a donor

So, when you have a particular project, do you think that donors want to know every little nitty gritty detail?  I hardly doubt so.  For the fact of the matter is, they should have a relationship with your organization before you even ask them to give and if they have a relationship with your organization, then they should TRUST you and TRUST that if they invest in you, you will know what to do with their investment.  In fact, they believe that you are the expert in whatever part of the sector your serving.  You can’t expect your donor to know all about the legalities surrounding domestic violence victims or child custody cases; they expect you to know and to do that.

So, when you are meeting with a donor and sharing a particular project or even your organization and what it does, spare them the details.  Give them the picture of why you, why now, and for what?  Otherwise, if you share too much, you will lose your donor in the process.

We get so carried away in our “internal” thinking that we fail to see a contributor as a donor as a person.  We talk as if they are supposed to know what we are referring to; we use language and jargon to paint portraits of projects, and we go and on and on sharing minutia with them.  It is time to stop and think about your experience with your mechanic, or your plumber, or your electrician, or any other expert that you have hired.  What do you need to know, what do you want to know, and what is it going to cost you.

The adage “keep it simple,” reigns true here.  Donors expect YOU to be the expert, not them.  So, don’t shroud them in jargon and details and minutia.  Just share with them what is wrong, how you are going to fix, and how much it is going to cost.  Simple.

 

August 6, 2016/0 Comments/by hireacfre
Blog, Board development, Individual Giving, Major gifts, Resources for the professional, Small shop fundraising

From here to minutia…Board of Directors and their committees

Ah, Board committees. Now, we get knee deeper into confusion. So, keeping the Board focused on governance is challenging work. Keeping the committees focused on governance seems at times almost impossible.

A few observations from the field.

Just like with Board of Directors, Board committee’s need position descriptions and expectations. Now, I won’t recommend specific committees because each organization is different, but the basics such as Finance and Governance Committees are essential.Board Committees are all about governance

Why a position description for the committee? Well, far too often, I have seen committees want to take over management types of activities. You know, they think governance is at the Board collective level, and therefore, they can focus on getting things done. Yes, to some extent, but with specific parameters in place. A committee also needs to be engaging in governance regarding examining trends and their implications.

Take, for instance, a Development Committee. Where does the line end between helping to establish a philanthropic goal, approving a fundraising plan, and then actually implementing the work and sometimes even circumventing staff efforts? Ah, yes, this does happen. And, it happens more than we like to think. Once you get down to the committee level, management seems to creep in. So, a powerful committee position description will help to create appropriate boundaries.

Now, I say, in the case of Fund Development, members as part of this committee work to engage their fellow Board members in the process of fund development. So, they may call upon a Board member to chair an event, or to help solicit funds, or to introduce the organization to a significant prospect. This fact does not mean that the manage the fundraising process. And, this is not to say that they manage staff. That is up to staff. But, even in all-volunteer organizations, when Board members must manage, governance comes first. Heck, you can establish a special event committee of the Board that works on event logistics with both Board and non-Board members. Governance rules.

Moreover, committees in no way, shape, or form make decisions for the Board. No, way. You see, the only people that make decisions for the Board is the Board collective. Committees can wrestle with tough strategic, governance issues, and make recommendations for actions at the Board meeting, but in now way does the Committee make a decision that is not vetted and voted by the Board as a whole. Again, clearly outlined position descriptions and expectations create parameters for appropriate behavior.

I know, I know, governance in small nonprofits. Again, governance discussions come first. Operational issues can be done by a task force or other such components. The Finance Committee in a large or small organization needs to look at economic trends in the overall community both locally and globally and make sound fiscal decisions. That does not mean that they get into the minutia. Yes, Board members do need to do management kinds of things in small non-profits, but they can also engage their membership or volunteers to assist in getting things done. So, while a nature organization needs to discuss trail maintenance and who is going to do it, they most importantly need to discuss which trails where, why, and how much is going to cost. What are the environmental impacts of a trail system, etc. They can always appeal to their membership or the general community to help clear brush.

So, again, clear, written, articulated in advance, position descriptions for the Board as a collective, individual Board members and the committees of the Board themselves are needed to create parameters and boundaries around keeping the Board focused on its significant role in governance.

I have been known to point out, “Would you see a Board committee of Pepsi-Cola engaging in supervising staff other than the CEO, or working in the factory bottling soda pop?” Even small, family-owned businesses, need to talk about things like, “there is a new competitor in town, what does that mean for us?” or “Our chocolate sales hit rock bottom, what is our cash flow over the next year?”

No, so what makes us in nonprofits think that we need to operate any differently? Just because we are “non-profit” doesn’t imply that our Boards of Directors should operate any differently. The difference being that for-profit Boards report to stockholders and our Boards report to stakeholders. And, yes, my friend, we can offer our Board compensation if we wanted to go that far.

For more articles on your Board of Directors, start here!

P.S. – Are you ready to get started with your first large fundraising campaign?  And, you want it to be successful?  Get started with my FREE 7 Steps to a Majorly Successful Fundraising Campaign and use the EXACT same steps that I share with my clients.  Click here to download your FREE 7 Steps “Cheat Sheet” and start planning your fundraising campaign today.   I will share with you all the steps you need to be successful before launching your next campaign.

July 8, 2016/0 Comments/by hireacfre
Blog, Individual Giving, Major gifts, Planning, Resources for the professional, Small shop fundraising

What running Mt. Washington taught me about fundraising

This past weekend, I embarked on an event that frightened me.  Literally and figuratively.

You see, several months ago, I entered a lottery.  And, the drawing was for a chance to run up Mt. Washington in the Mt. Washington Auto Road Race.  I got in. At the time, it seemed fabulous.  Then as reality dawned, I realized that I need to step up my training, if I were to tackle this 6,288-foot peak, and not hiking it, but running it.

IMG_1787So, many months ago, I set out and found a hill.  I went up and down that hill over and over again.  Then, searching online, I found mountain races.  And, I entered them.  And, I began running up to the summits of mountains.  First smaller ones, and then larger ones.  But, nothing greater than 3,000 or so feet.

When the week dawned, and I made my trek to New Hampshire, I began to have second thoughts about what I was doing. Most everyone in my life, asked me, “Do you know what you are  getting yourself into?”  Admittedly, I thought I did.  But, when the mountain physically appeared on the horizon, I began to wonder, if this is something I should attempt.

Race morning dawned, and I was feeling more than butterflies in my stomach.  This day was the moment given to me.  I had trained for it, and now it had arrived.  All my “new” mountain running friends told me that this was going to be the most difficult thing that I was going to do.  But, they all told me I could do it.  I wasn’t even sure of the weather conditions that I would encounter at the summit.  I packed a hat and gloves just in case.

The race cannon fired, and off we all went.  I had a strategy; I worked it.  Slowly but surely, I chipped away at the mountain and tenths of miles passed.  It got hard. No, it got downright painful.   As the 5,000-foot mark appeared,  my upper body felt like lead.  Then 6,000 feet.  And, I knew that if I kept going, I was going to do this.  Slowly but surely,run-walking all the way to the top.  When the summit appeared, one last obstacle presented itself.  A 22% percent grade in the road and then the finish line.  Nothing stopped me at that point.

What does all this have to do wIMG_1780ith fundraising?  Well, a great deal.  Courage.  I honestly believe that the most significant characteristic of a fundraiser is courage.  These exceptional individuals know that even in the most difficult times, perseverance is key, and that “this too shall pass.”  Courage to get a lot of “no’s” and to be able to ask for a gift without hesitation.  It is the ability to do this, with rumblings and butterflies floating around in your tummy.

I now know that I climb any mountain.  There is no project, no tasks, that I cannot do.  Courage is something that no everyone has, but surely, the best fundraisers do.

Someone remarked to me recently, “The thing I like about you is that you live life to the fullest.  You don’t live on the edge looking in.”  And, truly, that is what we should expect of all our fundraiser.  They are making the mission possible.  And, you can’t make an organization’s mission possible by looking in from the fringes.  You need to be in the field, each and every day, living life to the fullest, in the thick of it all.

While I did know that Mt. Washington would change my life, I didn’t realize that it would give such professional perspective and insight.  Courage. A life worth living for causes life-changing and life-saving.  Isn’t that the characteristic you want for your organization?

P.S. – Are you ready to get started with your first large fundraising campaign?  And, you want it to be successful?  Get started with my FREE 7 Steps to a Majorly Successful Fundraising Campaign and use the same EXACT steps that I share with my clients.  Click here to download your FREE 7 Steps “Cheat Sheet” and start planning your fundraising campaign today.   I will share with you all the steps you need to be successful before launching your next campaign.

June 20, 2016/1 Comment/by hireacfre
Blog, Donor relations, Individual Giving, Major gifts, Planned Giving, Small shop fundraising

Is your fear of asking causing you to make assumptions for your donors?

Let’s cut to the chase.  I know, and you know that one of the biggest things that stop us from being effective in our fundraising is fear.  Good old, heart pumping, nail biting, fear.

Recently, I had a conversation with some folks, and I asked them the question, “what is your number one concern around fundraising?”  And, time and time again, folks responded, “fear of being rejected.”Fear being rejected in your fundraising

Let’s face it; we just don’t like being told no.  And, while no may not be personal, it sure feels that way, right?

So, then I have had to ask, are we projecting onto our donors and making assumptions about how they will respond?  Meaning, are we projecting our fear of rejection onto them.  I am sure that we have all thought at some point, “Oh he won’t give anything to support us, so why even ask in the first place.”  Are we projecting our thoughts, fears, and assumptions on a donor, so that we won’t have to attempt to ask or even just develop a relationship with him or her?

There once was a very insightful book I read.  It was  Don Miguel Ruiz’s The Four Agreements.  He spends a whole chapter on “Making Assumptions.”  Here is a quote that I think will help you in your work with donors:

“The biggest assumption (in my opinion) is that we assume everyone sees the world and each circumstance the way WE do. We assume they think, feel, and even judge the way we do. This assumption sparks our internal fear of being ourselves around othersŠ we think they will judge, victimize or blame us; just as we do to ourselves. So before someone has the opportunity to accept or reject us, we have already rejected ourselves. The way to keep from making assumptions is to ask questions.”

I urge you to take a look at your fears before embarking on major gift work.  Are you fearful of rejection personally?  And, how is that fear allowing you to make assumptions for donors, just so that you won’t suffer the slings and arrows of rejection in the asking?

This question that I pose is a tough question to think about, but I am asking you to dig deep, not for me, for you, or even for your organization, but for all those in need that you can help by clearing away your fears and your assumptions.

 

P.S. – Are you ready to get started with your first large fundraising campaign?  And, you want it to be successful?  Get started with my FREE 7 Steps to a Majorly Successful Fundraising Campaign and use the same EXACT steps that I share with my clients.  Click here to download your FREE 7 Steps “Cheat Sheet” and start planning your fundraising campaign today.   I will share with you all the steps you need to be successful before launching your next campaign.

May 22, 2016/1 Comment/by hireacfre
Blog, Donor relations, Individual Giving, Major gifts, Planned Giving, Small shop fundraising

Is scarcity stopping you from asking for a major gift?

Do these phrases sound familiar to you?

“I never have enough money!”
“Money goes out faster than it comes in!”
“Money doesn’t grow on trees!”

How often have we heard these phrases growing up?  Well, if you were like me, probably a lot.  As a child, these were the Scarcity mindset in major giftsmessages that I subconsciously learned about money, and they helped to develop my now adult relationship with it.

Just this week, I led a workshop on asking for money.  As part of the icebreaker exercise, I asked attendees to share with me some of their greatest fears about fundraising.  And, fear after fear centered around scarcity.  In fact, many participants commented that they grew up hearing the very same phrases above.

Stop and think about what you believe about money.  Are your beliefs limiting you in your work?  Do you have a scarcity mindset?

Have you ever found yourself saying these types of things?

“There are only so many donors to go around!”
“Donors only have so much money to give!”
“We already asked our donors once this year; we can’t ask again!”

Are we placing our beliefs on our donors?  Are we making assumptions for our donors?  Are we self-sabotaging our work?  Are we limiting our role in the work that we do?  Are we focusing our efforts and time on things such as events that will take us out of the context of asking?

To be truly effective fundraisers, we all need to dig deep and look at our views and those beliefs of scarcity that may be holding you back.   Are they self-limiting and if so how can you work to create an abundance mindset?  We don’t want scarcity from preventing our life-changing work from happening both for our donors and for our missions. So, it is critical that you identify your mindset and work to change it.  Major gifts start with you.  Get that part of the relationship right first.

Break the scarcity mindset before you ask for a major gift.

May 15, 2016/0 Comments/by hireacfre
Blog, Donor relations, Individual Giving, Major gifts, Planned Giving, Small shop fundraising

Let’s talk about YOU, not me!

Research has shown that people like to talk about themselves. And, there is a reason why. It stimulates areas of the brain. It makes them physically feel good to talk about themselves – stimulating the same areas in the brain that sex, cocaine, and good food does. And, we all know what good food does for us!

What scientists found is that “Activation of this part of the brain when discussing the self-suggests that self-Let's talk about YOU!disclosure, like other more traditionally recognized stimuli, may be inherently pleasurable—and that people may be motivated to talk about themselves more than other topics (no matter how interesting or important these non-self topics may be).”

Talking about oneself makes you likeable, builds trust and social bonds, and creates overall happiness. Talking about oneself also leads to the feeling of teamwork. So when we get folks talking about themselves, areas of their brains start to fire and create a pleasurable experience.

This fact all indicates to the types of conversations that we should be having with our donors. Discussions not about our organizations or what we are doing or are interested in, they should be aimed at getting the donor to talk about themselves. It makes them feel good, and it starts that cycle of self-sharing where they feel as if they want to share more.

While we all have been told to find out more about what makes our donors tick, in this case, I urge you to do that and more. Find out what makes them “tick” and help them feel good about meeting with you, the relationship that is developing, and ultimately your organization! People like to talk about themselves because it feels good. So, get people feeling good and happy, and you will build trust and likeability. Go ahead, do it.

So, how can we engage donors in self-talk? Start by asking them what their interests are:

  • What personally excites them?
  • What legacy are they hoping to leave in the world?
  • Why does this cause matter to them?
  • What do they enjoying doing in their free time?
  • What enrages them most about what is happening in the world today?
  • What is one thing on their bucket list?
  • What keeps them up at night?
  • How would they like to make a difference?
  • What has been their greatest life achievement?
  • What book have they read that has been most thought provoking?
  • Etc., etc., etc.

Ask them to share about their:

  • Family
  • Hobbies
  • Job
  • Pets
  • Personal mission
  • Personal values
  • Etc., etc., etc.

Use these conversation starters to get your donor to begin talking about themselves and sharing more about what interests them. It is your job to listen. So rather than think about what you’re going to say before going into a donor meeting. Think about what questions you can ask that will stimulate this self-sharing and ultimately lead the donor to share more while feeling good. And, we all know what happens when you make a donor feel good!

For more reading pleasure:

http://www.scientificamerican.com/article/the-neuroscience-of-everybody-favorite-topic-themselves/

May 8, 2016/0 Comments/by hireacfre
Blog, Donor relations, Individual Giving, Major gifts, Planned Giving, Small shop fundraising

What does your body language say about you in fundraising?

Recently, I had some conversations with a former co-worker. Her outlook and atmosphere had changed so dramatically that I had pause and ask, what is different. Well, she set me on the course of all of her “research” on the importance of human body language. And, I realized that there was profound applicability for me personally, but also for me professionally as a fund development professional, particularly as it applied to major gifts work.

So, I set out to view some of these suggested videos on research from my friend. And, I wanted to put some ideas in practice.

The first important concept I learned about is “setting your intention.” When I Googled setting an intention, I came up with many entries. The practice of doing so has deep historical and religious roots. However, it is about stating what you want the outcome to be for a given encounter. The second concepts that I am learning about are the importance of non-verbal body language and how to “command”

body-language-groupyour territory. Use facial gestures that indicate happiness, open up your chest area, use hands to illustrate your words, etc.

With an upcoming major gift visit, I decided to put some of these concepts into practice.

For this particular major gift solicitation, I knew that there was an ideal gift in mind. So, before I arrived at the meeting, I had decided that I was going to set the intention. The intention of this particular meeting was to obtain a gift of a pre-determined amount. I also made a conscious effort to use some of these body language techniques. Sitting with shoulders back, feet planted, a smile on my face, conversations “easers,” and the most important topic, using hand gestures.

What was the result? Well, evidently I felt more confident and at ease. I held the attention of those I were meeting. They and I were both at ease with each other. And, most important when negotiation started regarding the gift amount, that intention was there, and it propelled me forward. So when an objection popped up, I found myself more purposeful regarding setting the donor’s heights higher than what they were even thinking.

The question remains will the gift come in at that amount? Truly, it is up to the donor to decide, and they are going to take that time to do so. However, what was most important is that these “new” techniques gave me greater confidence to be able to ask for my intention with much greater ease. Subconsciously set, the intention moved me forward in a way that I had not been before.

So, I see where my former co-worker is getting her energy. There is something to this science of body language. Others have spent work studying the importance of what we say and the emotions in which we say it in fund development, but I have seen little on the non-verbal study of people and their behaviors and how we interact. I suppose if we are involved in major or individual gift work that it would behoove us to learn more about these techniques for ourselves and to study what they mean in others.

Off I go to watch more TED Talks. And, you need to keep track of this gent…Mark Bowden, the leading expert on body language!

May 1, 2016/0 Comments/by hireacfre
Blog, Direct mail, Donor relations, Individual Giving, Major gifts, Planned Giving, Small shop fundraising

Ask your donors key questions, and fundraising becomes simple!

Let’s get rid of our printed newsletter and just send an e-newsletter.

Our donors don’t like personal solicitations.

We are only going to send out one appeal a year because we don’t want to send too much mail to our donors.

I hear statements like this all the time.  And, I wonder if we are making decisions for our donors.  I know that this goes for some groups.

Donor survey toolWhen I surmise this is the case, I often ask, “Have you asked your donors?”  And, the response is “No, how do you ask them?”

Well, quite simply you meet with them, or you call them on the telephone, and you ask them questions.  Questions like, “how much mail would you like from us?” or ” how do you prefer to be called upon to make a gift to us?”  or even, “how do you prefer to get information from us?”

There are other ways to ask donors what they prefer.

Try a donor survey.  You may design a questionnaire that asks things such as:

  • Why does he/she support the organization?”
  • Which programs, projects, or issues you address are the most important to him/her?
  • Is your organization one of his/her top philanthropic priorities?
  • Do he/she actively use email and do does he/she prefer to get emails from you?
  • Is he/she planning to remember your organization in his/her estate plans?
  • How old is he/she (hint ask for a birthday or date range)?
  • Etc., etc., etc.

Before mailing to your donors, be sure to test the survey and solicit feedback from other folks like your colleagues, friends, or family members, and include an envelope, a personalized letter, a brochure, and a self-addressed reply envelope as part of a survey package.

Then send this package out and be sure to analyze and document these returns. Don’t just let them pile up.

Then and only then will you be able to understand truly who your donors are, what motivates them to give to you, and what decisions you should make regarding your strategy, approach, and appropriate communications.

For instance, after you analyze and track the returned information, you can then segment your donors and mail materials that interest them.

But, the adage of “you don’t know until you ask” is such a critical element of driving all that you do in fund development.

We surely cannot begin to make assumptions for our donors based on our thoughts, interests, and profiling.

 

April 24, 2016/0 Comments/by hireacfre
Blog, Campaigns, Donor relations, Individual Giving, Major gifts, Planned Giving, Small shop fundraising

What is your aversion to asking others for money?

I enjoy asking for gifts.  I like to connect a donor with a mission and see magic happen.  Indeed, when you ask one for a gift, the giver gives.

When I have broached this topic as of late, I see faces cringe and heads nod, “no.”  The body language says it all.  But, what is the aversion?  It has to do with how we value money and the beliefs and, ultimately, the power that money has over us.  Some feel awkward. Some even feel a little embarrassed about it.  Some ask “who will give us money?” and others ask “how will we ask them?”Beliefs around asking for money

We need to look carefully at ourselves.  What is our relationship to money?  We will never be able to move forward to ask for money if we do not know how we relate to it ourselves.

How important is money in our lives?  What is your past around money?  How do we spend the money we have?  Where are we giving our money?  How does having money affect our self-esteem and self-worth?

Money is about security and that is surely about a very vulnerable place in our lives.

Until you examine your beliefs and thoughts are around money, you will be adverse to ask others.

We must realize, that we are helping others by our asking.  We are enabling them to do great work for our clients, our community, and our world.

But, this must begin with you.  Take time to reflect on truly what money means to you.  And, that will prepare you to embrace asking others, and allowing for changed and transformed lives.

April 10, 2016/0 Comments/by hireacfre
Blog, Campaigns, Direct mail, Donor relations, Individual Giving, Major gifts, Planned Giving, Planning, Small shop fundraising

How does your fundraising ROI measure up?

How are you looking at your fundraising rate of return?

It is critical that you develop a variety of ways to measure your performance and report theFundraising Effectivenessse results to the board.

In doing so, you are ensuring appropriate stewardship of your resources through demonstrating that your fundraising is efficient and effective.  While it does cost money to raise funds, as professionals, we need to be assured that we aren’t spending excessive amounts to do so.  While our board should be looking at these types of benchmarks, we can be sure that our donors and public is.  Take a look at the recent issue surrounding the Wounded Warriors national charity.

It is important that we do invest in fundraising and administrative costs in these functions appropriately, even though there is much criticism for doing so.

What constitutes a reasonable amount?

James Greenfield wrote several important books several years ago, and I regularly still find myself turning to his outline on how to best measure the costs of fundraising.  One book, in particular, has been especially valuable.  It is titled, Fundraising Cost Effectiveness:  A Self-Assessment Workbook and was written in 1996.  He highly recommends the importance of benchmarking to other similar organizations in the sector both aggregate and on an individual fundraising level.  What are best practice and industry standards and how does your organization compare?

It is only through this analysis that we can say that our fundraising is within acceptable boundaries of efficiency.

As a fundraising consultant, I spend lots of time auditing organization’s fundraising effectiveness through auditing their development function comparing it to industry standards.

March 20, 2016/0 Comments/by hireacfre
Blog, Donor relations, Individual Giving, Major gifts, Small shop fundraising

Are you stuck in the fundraising dark ages?

With some nonprofits, there seems to be a disconnect.  These groups have operated using the same fundraising methods as they did twenty years ago, perhaps with the same leaders leading the organization.

GUSA-2015-Source-Pie-Chart-2They fail to look at national giving trends that show individuals giving more than 70% of all contributed income and only 15% made by grants and foundations, with even less by corporations.  It is these same organizations that continue
to disregard these philanthropic findings and keep on doing things the same old ways that they have always been done.  Many of them are still chasing grants and foundation that perhaps take months to make decisions and often will not give again.  It is these same organizations that will pursue funding and put their missions in jeopardy suffering from extreme mission creep.  Even grants and foundations want to know that an organization can be self-sustainable.

Well, you know what happens to folks who resist change?  They can no longer go on.

This fact is the reality.

And, reality while tough, is causing those organizations who embrace it, to move ahead.

What is this new (or not so new) reality?  Well, the once dominant paradigm of transaction fundraising has moved to relationships and transformative fund development.  This fact means that no longer are transaction special events king, but long-term sustainable donor relationships rule.  That is what our donors are exactly craving.  They don’t want to make one-time gifts and then go away.  They want to have long relationships with organizations that are making the difference that they believe.  Once an organization begins to think and act along these lines, they see tremendous results.

So banish the few choices for donors, banish the no segmentation, banish the standard donor communications, banish the reliance on special events, banish trying to fit your donors into YOUR boxes and not theirs.  Banish, banish, banish – your old ways of thinking before you disappear.

Is your organization stuck in the dark ages of fundraising?

Step out now, before you can’t.

March 5, 2016/0 Comments/by hireacfre
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