Donor Relationship Management

Who Are You Speaking To? Creating a Donor Profile
September 20, 2016 at 11:11 am

Creating a donor profile is one of the most illuminating things you’ll ever do—and my first step in working with most new clients. It’s only when you truly can envision the individual you’re writing to that you’ll find your overall writing—from your appeals, to your emails, to your website copy—will take on a deeper, more personal approach...

Death to the Phonathon?
September 16, 2016 at 9:41 am

Earlier this week, Stanford University sent ripples though the fundraising community. Except this time it wasn't for a multimillion dollar gift announcement, it was to declare the end of its phonathon program. It sent communications to its alumni and friends that were clever and witty, grasping what many of our donors already feel about fundraising…

Navigating Donor Waters: What Snorkeling, Donor Relationships Share in Common
September 16, 2016 at 8:00 am

I enjoy snorkeling because I love to see reefs and beautiful fish. While snorkeling is possible in almost any body of water, most snorkelers prefer areas with minimal waves, warm water and shallow reefs. The deeper the water is, the darker the water is, and the more unknowns that exist. Perhaps surprisingly, snorkeling and donor relationships can have common characteristics...

We Can’t Mandate a Donor’s Commitment
September 15, 2016 at 10:43 am

Last week, I served my mandatory "American privilege," aka jury duty. I know all the arguments for why it’s a wonderful right we have in this country and how it allows us to experience in grassroots democracy in action. But it was a miserable day...

Do it Now! Why Urgency is Key to Fundraising and Leadership
September 14, 2016 at 11:40 am

One of our team-guiding principles is to approach each opportunity and project with a sense of urgency. Early in my career, I interviewed for a few positions. After each interview, I waited for the call. Well, to be honest I waited on the call the next day. After all, who would not want to hire me? It was my major focus...

8 Secrets to Building Online Relationships With People Who Matter
September 14, 2016 at 11:09 am

Collecting—whether business cards, followers on Twitter, "likes" on Facebook or first-time donors—is meaningless without a strategy to turn those relatively blank connections into meaningful, lasting relationships. If your marketing and/or fundraising strategy is based on collecting and counting, it’s time to rethink this strategy...

On Philanthropy: Rethinking, Revising the 'Donor Bill of Rights'
September 13, 2016 at 10:43 am

In 1993, four respected organizations worked closely together to publish a list of 10 “rights” intended to establish a stronger relationship between philanthropists and their nonprofit beneficiaries. However, 23 years ago the world was vastly different—as was the world of philanthropy. Because of far-reaching changes that have taken place since then, the "Donor Bill of…

How to Use Tiny Asks to Retain Donors
September 9, 2016 at 10:44 am

Fundraising involves a lot of asks. But not every ask needs to be a big one. The reality is, timed and designed right, tiny asks can reap big rewards for your development efforts. In fact, I think they’re actually one of the best kept secrets of successful donor retention. There are, essentially, two types of…

Email Welcome Magic: Huge Opportunity, Here's How
August 30, 2016 at 10:57 am

Congratulations, you’ve got a new email subscriber who’s interested in your cause and impact. Now’s the time to introduce the individual to your nonprofit with an email welcome series. You get just one chance to make a first impression! Dumping a subscriber into your list with no explanation or recognition can be jarring or, worse,…