Showing posts with label ideas on fundraising. Show all posts
Showing posts with label ideas on fundraising. Show all posts

Wednesday, December 4, 2013


Holiday and End-of-Year 
Fundraising Appeals

If you're already planning on a year-end appeal, how can you maximize your results? 

If you've never done a year-end appeal, how can you quickly write and get one out by the end of this week?


But Aren't People Tired of Being Asked to Give?

Your donors support you because you are doing something important.  If you have done a good job of showing your gratitude and using their donations wisely, then your supporters expect you to continue asking for help.  

And there are two really good reasons to appeal to people for support at the end of the year.  

FIRST, in the hustle and bustle of planning family gatherings and shopping for presents, many people take a step back and think about the idea behind holidays like Thanksgiving, Christmas, Hanukkah and Kwanzaa.  These are opportunities to think about family members, neighbors and community members, people we don't know but are in need, and organizations doing good work. 

SECOND, the end of the year is an opportunity to follow through on goals and pledges related to charitable giving.  An added benefit is the tax deduction that comes with a donation to a qualifying organization.  

So, DO NOT feel badly about asking for more support.  People will make their own choice about whether or not to give at the moment.  Offer them the opportunity.  


3 Steps to Maximizing Your Results 

Step #1 - Say thank you and tell them why you're asking for help up front.  

Always begin your letter or email with a big fat THANK YOU for all the support you've already received.  You can't say thank you too many times.  The second sentence should make clear why you are writing again.  

Here's an example: 

  • Dear community member, we are so excited about how our first year is going at Tomorrow River Community Charter School!  
  • We have so many people to thank for our successful launch - the families who chose our school for their children, our amazing students, volunteers who helped get our classrooms ready and continue to step up for any task we need help with, and community members who are interested in offering hands-on experiences to our children. 
  • We welcomed 52 students this fall, and we're in the process of growing our enrollment by more than 30 more students next year, and even more the year after that.  We'll outgrow our space soon, and that's why we're writing.  


Step #2 - Celebrate your successes so your donors know how their past support has made a difference. 

No one knows how hard you're working or the impact you're having if you don't tell them.  People will feel very excited when you share stories with them that help them understand the meaning and impact of their donations.  Take this opportunity to tell them a story that brings your mission to life.  

For example: 

We want to take a moment to share some exciting accomplishments:

  • Hands-on learning and field trips.  We're so excited to report that just three months into the school year, our students have been able to take their learning outside of the classroom almost every week through field trips plus hands-on activities.  These opportunities are critical to our unique Waldorf approach.  
  • Transportation funding.  For many of our families who come from other school districts, transportation is an obstacle.  We're excited to share that our parent group was able to raise enough money and work with our local bus company to make transportation affordable.


Step #3 - Share your vision and priorities and explain why you're asking for support.  

The last step is to let people know more about what you need help with.  You have expressed gratitude for their support and helped them see how they have already made a difference.  Now it's time to share your new priorities and be specific about what you need to accomplish those.  

For example: 

  • Tomorrow River Community Charter School is excited to have opened our doors to 52 students this year, but we will soon outgrow our space.  We plan to build a sustainable, nature-inspired building that is suited to our unique approach.  This new facility will allow us to expand enrollment to eight classes totaling 160 students.  
  • The building will blend into the natural surroundings of the Central Wisconsin Environmental Station (CWES), which is located on 200 acres of woods bordering beautiful glacial Sunset Lake.  The building will utilize many energy efficiency measures and solar to produce electricity and to heat the building. 
  • Our next task is to secure $4,500 to create drawings and a design.  We hope to raise this amount before the end of the year.  
  • I know many people that make donations to charities in lieu of receiving gifts for the holidays.  If this sounds like you or someone you know, consider a gift to Tomorrow River Community Charter School for our facilities campaign.  Let us know if you want to make a gift on someone's behalf and we'll be happy to recognize both you and the other person. 
  • We're enclosing our professional case statement, which tells you more about our philosophy and approach, as well as our facilities case statement.  Please feel free to pass it along to others to let them know what we're up to.  In the meantime, your donation of $1,000, $500, $250, $100 or other amount will help us achieve this next important step in our facilities plan. 

Get Your Appeal Out Via Mail, Email or Facebook by the End of This Week! 

You've got a small window though to do this.  The end of the year is very busy, and you should try to get it out before December 10th.  As always, let me know how it goes, especially if you've never done this before.  Others can benefit by your experience. 

Deb



Wednesday, December 19, 2012

12 Days of Gratitude: Day 5 - Thank the panel that rejected your grant


Thank an organization that rejected your proposal

Every organization has at one point in time experienced the disappointment of a rejection letter for a grant application that took tireless hours to write.  Now, while you may be trying to find new ways to replace these funds, there’s one last step that you may want to consider.

Write a genuine thank you letter to the officers or review panel of the foundation that rejected your application. Why?

Quite a bit of work goes into the review process, and as grants become more and more competitive, the amount of applications foundations receive increases steadily as well.  And you never know the amount of heartfelt debate that may have taken place among the review panel before the final decision was made.

Even more, if you ask them why they rejected your application, you’d be surprised at the insight you receive that you can take into consideration when you apply again there, or at any other organization in the future.   

Could you imagine getting a thank you note from someone just saying, “Thanks for considering us and for learning our story?”   It probably doesn’t happen that often.

Friday, October 28, 2011

How to Recruit Ambassadors for Your Organization in 5 Steps


I thought today I’d talk about what it means to be an ambassador for your organization and how you inspire people to play that role for you.

The dictionary provides some insight into how important the role of ambassador is to an organization.  Here are a couple entries from the Miriam-Webster online dictionary:

“an official envoy; especially: a diplomatic agent of the highest rank accredited to a foreign
government or sovereign as the resident representative of his or her own government or
sovereign or appointed for a special and often temporary diplomatic assignment

a: an authorized representative or messenger b: an unofficial representative
ambassadors of goodwill>”


Consequently, the recruitment of people who you would like to be an ambassador for your organization should be viewed as a very important process.  Every staff person should be expected to act as an ambassador for your organization assuming they have been provided the proper training to do so.  Likewise, the number one role of your board members is to be an ambassador by tirelessly promoting the organization in the community at the very least.

By the way, this is where the case statement fits in.  Once you have recruited enthusiastic ambassadors, you want them to share your organization’s story in a way that is compelling, concise and consistent so that all that promotion results in increased awareness and building a brand.

So, here are the steps to recruiting and putting your ambassadors to work:

Step #1 – Inspire people with your story.

Shemagne, who is my VP of Relationship Strategy is a walking billboard for Alverno College.  Why? 

§  Passion.  The most important reason is because she feels that her education at Alverno changed her life and therefore her future possibilities.  Shemagne starts by sharing her own story about how Alverno changed her life.  People are really moved by what moves someone else.

§  Story.  But the second reason is that Alverno is so clear on its unique educational philosophy that all their students talk their language when they’re talking to anyone about Alverno.  So, first comes inspiration, then comes the communication tool to empower people to promote the organization.  

§  Vision.  The fourth piece is having your story be driven by a vision for the future.  While the day-to-day work of your organization is very important, it’s not what inspires people.  People are inspired by what the world looks like because of your work; what a child’s future looks like because of your work. 


Step #2 – Be able to answer the question, “What do you need?”

I cannot believe how many times I witness this scenario.  I’ll be at an event and be part of a conversation between the director of an organization or principal of a school and someone who expresses interest in what they’re doing.  In fact, the prospective supporter even asks, “What do you need, or what are your top priorities?”  My jaw just drops when the organization leader responds, “We’re doing okay,” or “We need money.”  The conversation just kind of ends there.  Wow!  What a lost opportunity.  Don’t do that. 


If everyone on staff and at least your board members doesn’t know how to answer the question, “What do you need and how can I help?” then you are leaving so many opportunities on the table.  Let me share a story to illustrate the point.  I was the co-founding board member of a charter school in Milwaukee’s inner city.  After three years of planning, we were ready to open the doors in about three months.  My board colleague and I decided that it was the right time to bring one of our relationships to the table.  This was a very influential and busy person in the community.  We invited him to a compelling tour of the school and then sat down for lunch.  He quickly got to the point and asked the founder, “what are your top three priorities?”  We were prepared for that question.  The founder went on to answer, “We can’t open our doors in three months without a new HVAC system, and that will cost $75,000.  Our gym is disgusting and cleaning and painting will cost $20,000.”  She was about to go on to the third priority when the guest stopped her and said, “Consider those two things done,” and he arrived the next day with a check for $75,000.  That is the power of story and being clear about where you’re going, what you need and how people can help.  


Step #3 – Cultivate the relationship

Recruiting ambassadors or raising money isn’t about asking for anything.  You can do that and you will get donations, but the really magical stuff happens when the process is more genuine and organic.  When you inspire people and then you’re clear about what you need and how people can help, then people choose what resonates with them and in turn what piece they want to own. 

After inspiring and clarity comes cultivating.  But I don’t mean cultivating with an agenda.  I mean genuinely being interested in people and what they care about.  Now, this is a radical notion.  I’m not talking about generating a list of people with lots of money and then figuring out how to get to them.  We sometimes do that, but that’s not where the magic happens.  I’m talking about doing something really innovative – listening to people talk about themselves. 

So, how does this happen?  To illustrate the point, I’m going to share a true story about what this DOESN’T look like but is what you’ll see in organizations. I was facilitating a workshop, and we were doing a role play.  The attendees were to pretend they were at a family wedding or other event, and someone asked them about what they do.  In this case, the attendee of my workshop shared that they shared something about the organization they worked for.  So far so good.  Then she shared that the person she was talking with very solemnly shared the story of her relative that was dealing with this disease.  Instead of asking questions about how this disease affected her family member and her family, the organization’s staff person went on to promote the programs and other information about the organization.  I hope you can see the absolute missed opportunity.  This person was actually impacted be the issue the organization works on. 

Here’s what you do instead.  When you are at an event, plan to have a couple high quality conversations instead of gathering the business cards of as many people as possible.  This is where quality over quantity is absolutely true.  When you introduce yourself to someone, be the first to ask about them.  Go beyond the usual, “What do you do,” and ask something like “Where did you take your last vacation,” or “What are your hobbies?”  Now, just listen, ask more clarifying questions, listen, ask more questions, and listen.  Something will probably speak to you and you will feel connected to the other person.  At some point this person will ask you something.  Now’s your chance to share the work you’re passionate about.  But just share your elevator speech (10 to 60 seconds).  Now say, “What do you think?”  Let them respond.  You will be amazed at how people will immediately share a story about how this issue has impacted someone they know.  Don’t go on to talk about statistics or programs.  Ask them more about the experience and talk to them like a human being, not a prospective donor. 

If they express a lot of interest, you may want to share the top priorities of the organization and what is needed to make those happen.  If they’re really interested, you may want to ask if they see themselves getting involved, and if yes, offering to schedule a tour or special time to share success stories.  You may want to ask them who else they think should know about the work of your organization and if they would be willing to connect you to them. 

Let’s say they respond favorably but offer that they are very involved with another organization.  Please do not see this as rejection.  There’s no such thing as rejection in this work.  You have just had the opportunity to promote your organization, and if you did it well they will likely share that with someone else who may be interested. 

From now on, you will continue to stay in touch and build this relationship by sharing success stories and being clear about what the organization needs and how people can help.  If you do this well, people will choose how they want to make a difference. 


Step #4 – Empower people with tools and track these relationships

When it’s clear that this person is very inspired by the work of your organization and wants to help, they can be an effective ambassador.  You will want to provide them with a tool though so they are helping you build awareness and a brand.  Providing your volunteers with your case statement makes them feel important and empowers them to confidently share your story.  Even most board members, based on my informal surveys, often don’t feel confident sharing the story in the community, but they won’t admit it.  The case statement helps them talk about the organization. 

Also providing sessions on relationship cultivation vs. asking helps people to feel more comfortable.  Most people, even board members, are not comfortable asking people for money or other items.  When you can help them change their mindset and see that their role is to share something they’re passionate about and be clear about the vision and what’s needed to get there, they often do a complete turnaround.  Executive directors have shared this with me over and over again.  How they had a board member that had many connections but was adamant that they would not approach them.  After seeing their role in a different way, they often become the biggest fundraisers. 

Make it easy for your ambassadors to bring opportunities to you.  If they were able to inspire someone over the weekend, provide a way for them to share what happened with you via email and then talk with them about what to do next.  


Step #5 – Value the relationship with your ambassadors

You can never say thank you enough times to your volunteers!  I don’t care if you’ve got volunteers that don’t show up when they say they will or start something and then don’t finish.  If you’re not happy with your volunteers, it’s the organization’s fault, not that of the volunteers. 

People intend to volunteer because it helps them feel valued as a contributor to the world.  Finding the right place to contribute their energy, talents and connections is difficult, and there should be a class or a process on how to help people find the right place to make their meaningful contributions.  If you don’t turn out to be the right place, you didn’t do something right. 

In most cases, if board members or volunteers are not doing what you think they should do, it’s because of a lack of direction.  Volunteers usually have a job, a family, a busy life, and they need almost a shopping list of specific ways you want them to contribute.  It’s not their job to figure out how they can help you.  I didn’t say this was easy, but if you want to build a huge pool of ambassadors, you need to understand that it’s your job to cultivate the relationship, not the volunteers. 

I know a woman who does this better than I’ve ever seen.  Pat has been involved in starting multiple nonprofits and she’s the consummate relationship person.  In fact, she met Shemagne at Curves four years ago, and her organization has been a client of ours ever since.  Pat always prioritizes the volunteers.  In fact, recently she found herself really tired at the end of a day where she and a group of volunteers was cleaning up the four-plex the organization purchased to use as a transition home for young women who have aged out of the foster care system.  This place was really disgusting, and by the end of the day the only thing Pat wanted to do was take a shower.  But one of the staff people reminded her that she needed to talk to the volunteers before she went home.  She shrugged her shoulders and admitted, “of course.”  She went on to inspire five men in their 50’s and 60’s about her organization.  Then she went home.

Two weeks later, she got a call from one of these gentlemen, who said, “I haven’t been able to sleep in two weeks.  Until last night, when I realized I just have to do something for this organization.  Pat was thinking, “Great, a $1,000 donation would be awesome right now!”  The man shared that he event felt compelled to make a donation of a certain dollar amount.”  He came to see Pat with a $50,000 donation.  Pat later learned that he and his wife had felt abandoned during their child hood and they saw their contribution to this organization as a way of helping young people who may be feeling the same way.  That’s one of the most powerful stories I’ve heard. 


If you follow all these steps you too can inspire people with your story, recruit ambassadors and engage your community in ways you haven’t before.  And once this happens, always remember to tell them thank you again and again!

Let me know if you’ve got stories to share about what happens when you inspire people about your organization!  






Wednesday, September 28, 2011

#1 Fundraising Tool – Your Professional Case Statement

How to Build the 10 Sections of Your Nonprofit's Professional Case Statement
Building a brand happens when your story is heard by many people told in a similar fashion. In order to cultivate relationships to attract the resources you need, you need to grow a following of ambassadors that are compelled relate your story to others. In order to do that you must first be able to tell your own story. What you need is a professional case statement for your school or organization.
Your professional case statement is essentially the gathering place for your official story. This is a document that should be put in the hands of as many people as possible. It contains all of the vital information that a prospective supporter would want to know in order to decide whether they wanted to learn more. 
Over the next few blog posts I am going to demonstrate for you how to build a professional case statement that is:

  • Compelling: Your story should resonate with people who are not familiar with your organization
  • Concise: The themes should be limited and not repeated throughout the 2 page document that is no greater than 1 sheet of paper with lots of white space. The goal should be to say a lot with as few words as possible. The font size should be no smaller than 11 point.
  • Consistently told by your ambassadors, board members, staff people, families, volunteers, etc.
Now that you know what a case statement is and why every organization needs to have one, I am going to start out showing you how to grab your reader’s attention right from the start, simply by asking a question. 



Section #1 – “Did You Know . . .”

Your professional case statement should begin by getting people’s attention with some very compelling questions that pique people’s interest. This way, they want to continue reading. Here are some examples from our clients’ case statements.





Did you know . . .
97% of college graduates will make less than people who work in the trades?
The average apprentice will earn $250,000 in wages and benefits during the 4-5 year apprenticeship program?
Apprentice trained trades professionals have a greater income potential than 96% of four-year college graduates?




Did you know...
Increased demand for green products and clean energy means the need for more environmentally- based businesses leading to economic growth and employment opportunities?
The Chetek-Weyerhaeuser School District contains six school forests totaling 380 acres filled with lakes, rivers, wetlands and environmental areas?
The Red Cedar Environmental Institute will act as an important stepping stone to careers in sustainability?



      Did you know . . . 
      All learners benefit by personalized education plans and by being in groups with students of different ages and abilities.
      Special-needs, at-risk, average, and gifted students who have personalized education plans are more engaged, motivated and build self-respect and confidence. They are challenged to achieve their potential without traditional limitations.

How did you feel after reading each of these intro’s? By starting out with a “Did you know?” section, you not only are attracting the attention of the reader but also reinforcing why your organization is needed.  Think about your service and your readers. Post your intro below or send me an email and I will be happy to discuss. 
Next week I will continue this series with how to include your Mission and Vision in your professional case statement.

Thursday, April 28, 2011

Does Cutting the Budget for Education Create Opportunity?

Like many people, I was initially shocked, disappointed and even angered at the news that almost $1 billion was going to be cut from Wisconsin's education system. Isn't it hypocritical to argue that investing in our future is important, and then turn around and drastically reduce resources for schools?

As a school leader, aren't you sick of somebody offering you a budget only then to find you must cut good teachers, services for children with special needs, professional development for your staff and even the light bulb needed for your Interactive Smartboard to engage your students in the classroom? No wonder schools feel helpless.

After my initial reaction to the news about the budget, I realized that this in fact is a real opportunity to foster a new mindset about how WE can build the BEST education system in the world. When our politicians have failed at providing any leadership on budget policy we can kiss goodbye any notion of obtaining government funding for our schools. If we want better schools and a better education system for our children, we must attract the funding from somewhere else.


So who is responsible?

There's a realignment going on right now, and it's time we embrace it. Schools are now responsible for their own long-term sustainability. While this may seem like a steep expectation for an already stressed system, it is necessary if you don't want others dictating your school's budget. When schools are 100% dependent on government dollars for their existence, they are in a very vulnerable position. They're not in control of their future.

Do you believe me when I say there's plenty of money out there? The solution to this predicament is not a question of money. Schools need to know how to attract resources.

Attracting resources does not mean fund-raising though.

My team at alinea believes that the formula for sustainability for schools comes down to effective community engagement, which in no way means just pushing information and requests for money out into the community. Community engagement really is all about inviting and welcoming the community in, which may seem very scary for some schools. So what's the formula for effective community engagement?


Story + Direction + Relationships

  • Story - Your story must inspire people to want to help. It should be compelling and concise so that it is consistently told by lots of people who act as your ambassadors. Your story must also be driven by a vision of what the future looks like because of your school. What will be the future of the child who attends your school's program?

  • Direction - You must be able to articulate clear and measurable goals that will drive you to your vision. Your staff, families, board members and volunteers must be able to answer the question, "What does your school need and how can people help?"

  • Relationships – The first step to fostering strategic relationships is reaching out and inviting people in to witness your mission. By this, I don't mean taking people on a tour of your school and pointing out the obvious (here's our cafeteria, here's our music room.) You need to develop a compelling tour so people may experience what's unique and special about your school. The next step then is to be strategic about how you develop a relationship with each of these individuals over time.


If you implement this formula you will attract the right resources. Implementing this process will not be easy, but it will enable schools to survive and thrive in the future.


I'd love to know what you think. Do you agree? Do you have a vision for your school? How has the latest budget affected your school and what challenges do you think you will face as you strive to achieve your vision?