August is almost December in the fundraising world

Yes, it's already August.

August is the time I create our end of year fundraising plan. What does it look like? What would success look like? Who is involved? When does it officially begin?

August is the time to create your end of year fundraising plan. Invite your team for a meeting. Ask everyone to bring their calendars, creativity and ideas.

Sitting down with your elite team of fundraisers and development staff (you choose who this is for you) start plugging in dates. I start further out and work back. For example, when do do I actually want our first direct mail piece of the campaign to land? I write that in and then work back all the way to the date where we first discuss the piece.

Who do I want to be involved in the end of year fundraising? Do we do just one mailing or more? Any events?

#GivingTuesday is right in the middle of my typical campaign so I have begun using that to support my efforts. Any board or other donor holiday parties or gatherings can be helpful too.

Then there all of the face to face meetings with donors, my favorite!

Finally, when everyone else is taking off, the last few days of the year here are spent calling every donor who gave the year prior but has not yet given. It could be several hundred calls. Where I currently work, our office is actually closed the week between Christmas Day and New Year's Day. Yet the development team is here making calls, answering the phones and making sure we are here for any last minutes donor needs. Then we take the next week off!

How you work your end of year fundraising is all up to you. It can be the most fun part of your year. The main thing is to start planning it now.

Thanks for reading!

I made a mistake

I don't think mistakes are only made by fundraisers or those of us in non-profit development. Yet I do think that the more we make as fundraisers the stronger we become, the more knowledgeable we become, and the more successful our fundraising efforts are.

It's not easy when confronted with a mistake. Whether it's around your style of leadership, a fundraising campaign, a special event, an interaction with a staff member or board member. I guess this list could go on and on.

I definitely learn from my mistakes. That's the whole point. If I can't learn from them I am pretty much doomed. If I can't figure out what was going on or what happened, or even care to take the time to look at all of that, I'm doomed.

If I am afraid to take risks or try something new, success is not going to happen.

I have to constantly be open to learning, to the feedback of others, and to be taking those risks.

Fundraising/development is ever-changing in our world. The way we build relationships, or even how we think of donor and partner relationships, is different than it was just five years ago. Direct mail is changing and how we look at special events is changing. And then there are those things we don't know until we know, especially if you are new to your development team.

Learn from your mistakes. Take risks. Be donor-centered. Rock it with your team. Honor them. Remember that those doing the amazing, life-changing work for your agency cannot do it without your successes. They and those your agency serves are counting on you.

Have an awesome day!

I started using lists

There seems to be  a lot of solid opinions on whether or not making lists help with finishing tasks or don't help.

For years I have met folks, speaking of fellow fundraisers here, who make lists and they work from them. I always thought that this was a great idea for them and I'm glad it worked for them.

Then, last year, while preparing for our weekly development team meeting, I realized that I was one of those fundraisers who works from a list. Just like that! And I had been doing it for some time.

You see, every Monday morning I prepare for our weekly team meetings. I create a list of items I want to chat with the team about and during our meeting we go over those items. Then, that LIST becomes a check off of items I will work on for the week.

It could include meeting with a particular staff member, something to bring up with my boss, starting an event invitation or working and working on a direct mail piece.

The simple fact is that for me, starting the week with a list of items, regardless of whether or not they are already on my calendar or in notes or whatever else I use to plan, helps me considerably.

It shows me the intensity of the week.

It allows me to celebrate as I cross things off.

It keeps me focused, which does not come natural to me.

It allows to continually throughout the week check in with others about what we are working on, how things are going with those items, and how others can support.

I could on. I won't.

For me, lists work. Or should I say, a Monday morning list for the week works for me.

I have met many fundraisers and work with many fundraisers. I realize we all have our tools that support us and the successes we have. This may or may not work for you. I wanted to share it because it works for me.

Let me know what you think.

Thanks for reading!

Human touch

I have been re-posting some of my most read blog posts lately mainly because of life being so crazy. I am back to having time to write.

And I want to write about something so very important.

That is treating your donors and supporters as human beings.

Thank them.

Call them.

Ask them how they are doing.

Ask them for their opinion on something.

Ask them to pre-read a direct mail piece that you want to send, getting their opinion.

Call them. Yes, I am writing this again.

Invite them for a tour of your facilities.

I could go on and on.

There is a reason why people donate to our causes. We need to know why. And we need to ensure that our donors know how grateful we are and that we don't just see them as a human ATM.

Short but sweet. What will you do today to treat your donor as a human being?

Thanks for reading!

The special event is not dead

Our organizations largest financial fundraiser of the year was last week.

It was a dinner.

I hope I didn't already lose you.

It was also a time when we honored an individual, a business and a civic/faith group for all they have done for us as an agency and the youth experiencing homelessness we serve.

I can imagine what you might be thinking: another fundraising chicken dinner.

I know.

This my first time planning this event. With a little over a year here and the experience of being at the dinner last year, I wanted to make some changes and take some risks.

Yep, risks.

Taking risks with an event, especially your biggest event, is not always a feel-good task.

All of the risks we took were focused on making the event more about our agency and the youth we serve as well as trying to reduce the expense budget.

Instead of hiring one of those amazing companies that does check-in and check-out and gets all of your guest information, we asked staff to do that.

Big, famous emcee? We asked staff to do that.

Expensive video company? You guessed it. We asked staff to do that.

During our live ask we had staff and volunteers greet each guest as they committed to a donation. The guest was handed an envelope with the amount they had just raised their number for. Over 90% of those who made donations filled out the enclosed information for the donation and handed it back to us.

Our check-in and check-out processes worked. No lines. Just amazing staff greeting those who allow us to do our vital work.

In the end we beat budget while cutting our expenses by 43%. We can now tell our supporters and future sponsors of this event that for every dollar that we spend on this event we raise five.

Take risks. Make your special event about you and your mission. Every single detail goes back to your mission. You might be pleasantly surprised.

Thanks for reading!

Where is non-profit leadership?

As someone who has been in the non-profit world for some time, and who loves it, there is something that is clearly missing from our community.

Leadership.

Not management. Or micro management.

Just good, inspiring leadership.

And before someone in a leadership role gets a little angry with me, I am writing about all levels of leadership, including my area, fundraising.

I am writing as a fundraiser and as a donor.

Recently one of our donors was sharing with me their experience with another non-profits Executive Director as well as their Vice President of Development. The words she used to describe them were arrogant, not mission embracing and not interested in their donors.

Whew.

I'm not surprised. I have been asked several times by peers a question that makes me ponder: How do you have time to call your donors? They had not called a donor in months. The number one reason why? Time. As a donor, I don't like hearing that. As a fundraiser, my time is best spent building relationships with donors, including calls.

What I love seeing in ED's, non-profit CEO's and Development executives is what I love seeing in anyone who cares about the mission of a non-profit: Prefers to spend more time leading than managing; understands how vital it is for them to fundraise and build the brand; allows their staff to rock it with what they were hired to do; and is a huge, vocal supporter of staff. They do not fear a staff that is incredible at their jobs, they embrace them.

They spend their time meeting with leaders in the community, heads of local business, potential funders as well as other leaders in the non-profit world. They encourage and engage their staff, and most importantly, they trust their staff. They do not get bogged down in managing the non-profit or their executive leaders nor do they allow those same folks (or themselves) to get bogged down in the ever ending amount of meetings that tend to engulf some non-profit teams. They support the relationship-building that is crucial to any non-profit and they are good listeners.

A lot of this can be addressed when board members are interviewing candidates. Regardless of how much time someone has already been a CEO or ED, how comfortable are they sitting down with a funder and making an ask? What does leadership look like to them? Board members can be inspiring to non-profit leaders. Their direction, love of the mission, and knowledge of the non-profit can be a huge benefit. On the other hand, there are board members who sit on half a dozen boards. How much time and energy is your non-profit actually getting?

This type of Executive Director is out there, believe me. The reason I am writing this post is because I don't think  there are enough of them out there.

Our amazing missions and those we serve depend on incredible leadership.

Thank you for reading!

$86.00

In a casual check-in with one of my co-workers, she told me that we had raised $86.00 from eBay sales the prior month.

$86.00

For many of you reading this, there may be no cause to celebrate. Indeed, many people might have chosen to not read this post because of such a low number in the title.

A couple of months ago we began selling items on eBay. We also began the process of letting our donors, volunteers and supporters know that they could donate to Urban Peak from items they sell on eBay.

Our first month we received a direct deposit of $1.26.

Now we are up to $86.00. And that is only from what supporters have sold online. With no effort on our part. Sellers on eBay can choose to donate anywhere from 10% to 100% of the sale to a non-profit.

This is huge to me.

This is how an entire new way of fundraising begins.

This is what the creation of a new budget line item looks like.

$86.00.

Of course we are late onto the eBay bus. But we are super excited and cannot wait to see what happens. Not only do we get the opportunity to raise money in support of our mission serving youth who are experiencing homelessness, yet imagine the brand visibility we get when folks are buying and selling on eBay.

This is just the beginning.

With all of the time we spend on campaigns, donor cultivation, lapsed giving, planned giving, corporate giving and special events, there are still so many other options out there for us to look at and see if we can do something with them.

Sometimes it's fun to not really think or act outside of the box, but to simply act as if there is no box.

If you raise money on eBay for your organization I would love to hear from you. We are in the early stages, yet we all believe that we can go very far with this idea of raising money from the millions of people who sell and shop on eBay. Generosity is alive and well online and I want to be  apart of that.

Thanks for reading!

I don't like meetings. Unless...

If you know me personally, you know that I do not care for meetings.

This reaction to meetings hasn't always thrilled my bosses.

I have worked some places where I spent way too much time in meetings.

What I have realized in the past several years is that I sincerely do not have a problem with meetings, as long as the meeting is productive and a good use of my (and my teams) time.

These are the things I think are crucial to a meeting:

First and foremost, an agenda. I want to know what we'll be talking about so I know in advance what might be expected of me and what I need to be thinking of before the meeting. Walking into a meeting without an agenda definitely takes the meeting down a few notches in regards to how strongly I can participate.

Please start the meeting on time. If the meeting is a weekly or monthly meeting and there are folks who consistently arrive late, please address them (privately of course) and let them know how important it is that we begin on time as a group.

Please don't have a meeting just because you always have a meeting on that day at that time. If you as the person charged with the meeting believe that all is well that week or month and that meeting isn't necessary, make the leadership decision and cancel the meeting. Brilliant!

Please make your meeting a safe place for expression. If the meeting is about asking those attending for an opinion, pleas ensure that the meeting is a safe place to express such an opinion. I have been fortunate in my career that this has always been the case and it certainly adds to the honest productivity of a meeting.

If you have a meeting over the lunch hour, please serve lunch.

If you are planning to go over something that those attending needed to read, please make sure you have given them ample time for the reading. I personally would like one week. There is nothing worse (except not having an agenda) than being in a meeting where more than half of the attendees have not read what you are discussing, especially when you took the time to read it. It's important to give folks ample time.

Please keep the meeting on topic. Believe me, I know how difficult that can be. I love the words "let's discuss that outside of this meeting"! That's a great way to honor the point but continue with a focused discussion. I also think it's fine to create another meeting from the current meeting so folks present can talk further about something that has come up.

Please honor people's time. So important. And in my view just plain courtesy. People plan their days around meetings and in many cases go from your meeting right to something else of equal importance.

Thinking of all of this can make your meeting more productive, and create an environment where staff actually want to attend!

I would love your thoughts of what makes a meeting better.

Thanks for reading!

An amazing non-profit employee

For those of us who fundraise for a non-profit, working at an agency filled with amazing, committed staff makes our jobs so much easier.

I am one of the luckiest guys in fundraising as I get the opportunity to fundraise for an agency that is filled with employees that bring it every day and are incredibly committed to the cause of serving youth experiencing homelessness. Every day I am blown away by their work and by their effectiveness in changing lives, in supporting youth, and in simply just showing up to serve those who are in need.

One of our employees that consistently rocks it for the youth and for our mission, and one who on a daily basis blows my mind with how incredible he is in supporting the youth we serve, is Clayton.

Clayton works in our Drop-In Center and supervises the staff there. The Drop-In Center is open Monday- Friday and is a place where youth experiencing homelessness can come by for a hot breakfast, to do laundry, take a shower as well as receive any of the dozens of services that our staff is there for to provide them.

I have met amazing youth at the Drop-in Center and spend a lot of time there as it's just across the street from my office. Sitting in the office for even the shortest of times one gets an immediate feel for what the youth we serve go through every day as well as the challenges brought to staff every day.

I have watched Clayton for almost a year and his patience, kindness, directness, empathy and compassion shine through in every interaction he has had with a youth. A youth could be screaming at him and this wonderful man, a veteran of the Iraq war, will simply stand there and listen. And listen. He then calmly will give guidance and support to the youth, and in a very calm and quiet tone take a situation that would freak most of us out and end it with there being some kind of resolution within the youth.

Watching Clayton invigorates me and strengthens me. It makes me want to be a better person. He 100% makes me a stronger fundraiser as after watching him in action I come back to the office and share what I have seen or learned with donors.

Clayton is also a rock star in my eyes because of his team. Our employees who work in the Drop-In Center are rock stars, each as an individual and as a team. Every day they are they for the youth we serve, in so many ways. And every day they greet me with kindness and a smile, the same way they greet the youth.

I'm sure your organization has a Clayton, or several Claytons. Thank them. Let them know they rock. Let them know you as a fundraise are way grateful for all they do. Introduce them to donors. Your entire fundraising world will change for the better.

Thanks for reading!

Don't be afraid to share your mission

I have been wanting to write a post about this for some time.

Then this morning I saw an encounter between one of the youth we serve and one of our staff.

We serve youth experiencing homelessness and youth on the verge of becoming homeless. 98% of the youth we serve have experienced some type of trauma. Many of them feel safer on the streets than they did at home.

In my short time here I have met some amazing youth.

And the work our staff does is not always pretty. I hear the "F" word often, and when a traumatized young person is trying to express what they need it does not look like a scene from the "Sound of Music".

Having given hundreds of tours here, I realize that what happens here does not always leave a good taste in someone's mouth. Our work is vital. Our staff change lives every day. I would even say that they save lives every day. They give hope to someone who has none. They give a voice to someone whose voice was stolen from them with brutal violence.

This is the reality of our mission.

And I try to talk about it with donors just as much as possible. I also spend a lot of time bringing donors here to see for themselves the amazing work our staff does.

As fundraisers it's vital that we tell stories. I believe that it is also vital that we tell a variety of stories. Not just the "Sound of Music" stories but the brutal, raw, reality-based stories that are so ingrained to our work.

Homelessness is not pretty. Nor is sexual trafficking, rape, drug abuse, alcoholism, prostitution, physical abuse and many other horrible things that happen to youth you are experiencing homelessness. These are important parts of our stories because they show the "why".

Success comes in many forms. The obvious ones would look like a youth entering our shelter, moving into their first apartment, celebrating a few weeks clean. The not so obvious ones look like a youth walking into our drop-in center for the first time, a youth looking at a staff member directly in the eyes, a youth breaking down.

Don't be afraid to share your mission, to share the stories of what really happens at your non-profit. You might be surprised in the affect it has on those who support you.

Thank you for reading.

Year end giving

If you are like me, you might be wondering how the heck did we already arrive to mid December?

I mean seriously, wasn't I just on my summer vacation?

What happened to fall?

And is Christmas really only two weeks away?

If you are also like me, and a fundraiser, your winter/year end appeal mailed over five weeks ago. You have sent out a ton of thank you letters and you have sent out a friendly reminder to those who have not yet responded to your appeal.

I always look forward to the last couple weeks of the year. For me it means a lot of conversations with donors and the opportunity to share my excitement about our mission and the successes and challenges we are having with people we are in relationship with.

It's an exciting time. It can be stressful, but doesn't have to be.

If I have rocked it during the year, meaning if I have built relationships with donors, reached out to lapsed donors, thanked everyone promptly and have told them how we spent their money, then the last couple of weeks of the year can really be spent just checking in with people.

Yes, Ms. Jones, I also can't believe it's already almost the end of the year. Time not only flies for you, it also flies for your donors. Many people I speak with just can't believe that I am speaking with them about the year end campaign.

Have fun. Engage with your donors. Don't stress. Each conversation creates a stronger relationship for you and your organization.

Thank you for reading!

Would someone please return my phone call?

Getting a message like this is a fundraisers worst nightmare.

Well, one of them. At least to me.

As one who works daily to build strong relationships, when I hear a message like this I cringe. It doesn't say much about the value of a relationship when a donors call or email is not answered quickly.

On my team, our rule is within 24 hours. Return a call or respond to an email within 24 hours. Of course a call that came in at 5pm on Friday means a Monday return. I'm not crazy. I'm simply paying attention to building a lifelong relationship with our donors.

It is critical. It says a lot when you return a call quickly. It says even more when it takes you a couple of days.

I know, you're busy. So is your donor.

Return a call soon. Respond to an email soon. This will change your relationships with donors for the better. They know you're busy so the quick reply means even more.

While I'm on the subject I'll share a few other ways I like to communicate with donors.

Every Monday I change my voice mail. I let folks know which days of that week I am in and which days I'm not in. I would like to get to changing my voice mail every day yet for know the weekly change works.

I use my "out of office" for email not only when I am out for a day or more, but also on days when I know I am going to be slammed.

I also have sued my "out of office" email to support a campaign. For instance, leaving a message that says "I hope you received our Winter Appeal. If you didn't please let me know." can remind a donor to make their donation or entice someone to ask about donating.

A lot rides on our being successful in relationship building. The entire mission of our non-profit depends on our success. The people we serve depends on it.

Thanks for reading!

Dan
dan.hanley@urbanpeak.org

Relationships are the key

I use the "R" word a lot.

Peers on my fundraising team have heard this word so much that they incorporate it into many of their conversations and actions.

Fundraising isn't about a check. It's not about a response to a direct mail appeal or a company saying that they will purchase a table at your annual Gala.

Fundraising is all about relationships.

Having a problem with lapsed donors? You wouldn't be  alone. Many non-profits aren't even paying attention to those donors who once used to financially support the organization but for some reason stopped.

Having a challenge with taking a one-time donation to a long-term donor? I wonder how many non-profits are even paying attention to this.

Fundraisers are vital to the mission of a non-profit. I hear all of the time that fundraisers are too busy to do this or that. Too busy to call a donor. Too busy to actually sign a thank you letter. Yes, I was honestly shocked when I received a thank you letter letter from a local major non-profit I had donated to and the signature was pre-printed on the letter. Seriously?

We cannot be so busy that we don't make time for relationships. Relationships are the key to any fundraising successes we will have.

And you have time for them!

Every donor receives a tax letter/thank you letter. Call them the second you receive their donation!

Send something to a new donor. Perhaps a note signed by the board or perhaps an invite for a tour.

Use all of your social media to thank a corporate sponsor.

Sign every thank you letter. Add an additional note.

Call a few donors every week. Not for an ask, just to check in.

Build relationships. You won't regret it.

Thank you for reading!

The "What can you do for me?" relationship

I work for an organization that serves youth experiencing homelessness and youth on the verge of experiencing homelessness. We serve in in every way, from bringing food, clean underwear and other necessities to them wherever they are on the streets to providing emergency shelter, GED training, transitional housing, employment training and placement, case management, mental health services and so much more.

Some mornings I have to step over youth you have camped out overnight in front of our door way as I make my way into our building. The youth we serve come from trauma-filled lives, lives that have included sexual trafficking, drugs, alcohol, sexual, physical and verbal abuse and many things that you just don't want to read about right now.

Fortunately, there are thousands of people, companies, places of faith, foundations, civic groups and governments that want to support the youth we serve. These folks support us in so many ways. They might have different reasons for supporting us (every donor has their own very personal reason for supporting us) and in the end they all wish to give hope to the hopeless and a voice to the voiceless through our organization.

If you have been in fundraising for some time, you might be able to relate to what comes next.

Then there are those people who call me or send me an email, and I get at least one of these a week, and begin by saying how much they love our organization and then quickly move into wanting to do something "for the kids". I know that they mean the youth we serve who are ages 15 -24. They want their group to meet our youth, they want to "help" our youth, etc., etc.

I call this masking.

Someone masks as one you really wants to help our organization, and after being presented with the myriad of ways they can do that, passes on all of them.

They really want something from us. They want to know if we can support them.

A recent caller wanted to help, had never been here, and couldn't make time to come down to see what we do. Too busy.

I get that. We are all busy. Seriously.

If you want to make a difference in the world and support a non-profit, make sure that your support is unconditional in that you have considered this and truly want to support the non-profit, without any benefit for you. Businesses and organizations that want to purchase  table sponsorship for an event or sponsor an entire event obviously probably want to get something out that and when someone is donating $10,000+ I want to make sure they get something too.

Volunteering for a non-profit and financially supporting a non-profit changes the world. We need more people who want to change the world with us and less people who want to know what non-profits can do for them without care of who a non-profit serves.

Thank you so much for reading!

Creating your amazing fundraising team

It's not easy.

Sometimes in my career people have told me that maybe I should lower my expectations.

Seriously.

No way.

My expectations are not that crazy:

Hire the best fundraisers.

Create the most exciting, healthy fundraising team.

Rock it with relationship building.

Build lifelong relationships with donors, funders, community leaders and business partners.
Bring the brand to the entire community.

Honor everyone.

Excellence in everything we do. Superb communication. Respect. Integrity. Keeping our eyes on the prize not only around fundraising but also on the mission of our organization.

Having honest conversations with staff, the team and donors is crucial.

I look for all of this when hiring new team members. I look for passion for our mission and for fundraising, successes in fundraising campaigns, relationships within the community and a personality that shows me they are ready to join an incredible fundraising team.

Our team had a development retreat yesterday and as I looked around the room all I could do was smile at all of the passion and professionalism in the room.

It's possible to create an amazing fundraising team. Make sure you have the right people in the right positions. Empower your team. Support them and listen to them.

And then go out there and rock it!

Thanks for reading!

Staying focused and positive

Keep your eyes on the prize.

I say this often to myself and to my team.

I love being a fundraiser. I love everything about it. I love building lifelong relationships that enhance some one's life while supporting our mission.

It's not always easy.

A donor is angry. A co-worker, peer or boss has had a bad day and acts in an unfortunate way. A long-term corporate relationship ends. A grant is declined. Your recent appeal goes south.

I run into these things all of the time. I'm fortunate to work with a solid team of professionals, people focused on our mission and being successful in it as well as in fundraising goals. That helps. Yet there are still times when I just want to shut my door, crank up my music and take a break from it all.

That's the moment when I decide to rock-n-roll.

I always have a list of recent donors and that's where I turn first. I get on the phone. I speak with people who are in relationship with us or who have just started a relationship with us. I thank them. I engage with them. Any negative thoughts or feelings of being overwhelmed seem to vanish after engagement with donors. I also might go for a walk, go grab a coffee or call a board member I trust.

Sometimes this feeling comes about because I have not put the time into a project that I need to work on. It's funny how putting a little focus on that project takes any negative feelings away.

Focused. Positive. Keep your eyes on the prize. Our mission is way too important to get bogged down in negativity, for whatever reason. There is always a way out of that and it usually includes looking in the mirror and deciding to go out there and rock it.

Honor where you're at. Take care of yourself. Then go out there and rock. For all of you out there who constantly remind me of this, thank you!

And thanks for reading.

Don't stop believing

A donor cancels lunch.

The company that bought a Gala table last year said no this year.

A board member doesn't return your call.

The government grant is not going to happen.

You spilled your coffee on your keyboard.

The website got hacked!?!?

It's not always easy. I think if it were, I wouldn't love fundraising as much as I do.

Every day we might deal with one or more of what I listed above. Sometimes all of this could happen in the first hour of your day!

In my time of being a fundraiser I have walked through many a dark moment, or at least it seemed like a dark moment at the time. The reality is that people will say no sometimes. I don't think it means no, never. I think it means that at that particular time it is not good for them to give, for whatever reason.

The deal for me is that I wholeheartedly 100% believe in the mission of the organization I work for and the people who work there making sure the mission is fulfilled every day. No matter if that grant comes in or if a donor says yes or no, we are still going to have youth experiencing homelessness that need a meal or a cot to sleep on or help studying for the GED. That's what we do, and as long as I am truly committed to that and keep believing that this mission is so worthwhile, everything will fall into place.

I also reach out in tough times. I have a list of other fundraisers that I can call or email and say hey, I'm having a tough morning. Or, I just received an email from a donor and I don't know how to respond. Just reaching out and having a conversation with someone who does what I do and has experienced what I am experiencing at that moment is a huge help.

And it's important for me to support other fundraisers.

So let's rock it! Today I am working on my spring appeal and working on a lapsed donor campaign. I am also going to reach out to several donors just to check in. I have my coffee in hand, my music play list on and am ready to ROCK IT!

For all of the fundraisers reading this, thank you for what you do!

And thank you for reading!

So you want to join a non-profit board?

Throughout the years I have been incredibly grateful to work on and with several non-profit boards. After a few conversations recently with colleagues in the professional world as well as a couple of friends regarding joining a board, I decided to write this blog post. I hope it is helpful to anyone considering joining a non-profit board of directors.

Here are a few things to consider before joining a board:

Have a passion for the cause. If you are on a board, most likely you will be asked to not only fundraise for the non-profit but to also be a cheerleader for them. It's vital that you have a passion for their mission.

Check out the days and times that the board meets and make sure you can make it to the meetings. Meeting attendance is important as that is when the action of the board takes place. It's also your opportunity to meet other board members and see where else you might be able to use your talents for the non-profit. Finally, board meeting attendance is important when it comes to grants for the on-profit as many granting organizations ask for the attendance percentages of the board and consider that percentage when deciding on grants.

While talking about meetings, you may also be asked to join a committee of the board, like finance or development. These committees will take even more of your time, time that will be well served. Keep this in mind before committing. 

Have a clear knowledge of expected giving and know that you can afford that (and be willing to make that kind of financial commitment to the organization). This is crucial. Most boards have a giving requirement. Sometimes it is give and get, meaning the total number includes what you yourself can donate and/or bring in through others donating. It's important to be comfortable with the amount that is required aside from any other amounts of money you may give to the organization, say for tickets to an event or a table at the annual Gala. When fundraising plans are developed board giving is typically one line and event revenue another. Keep this in mind when deciding whether or not you can personally afford to be on the board.

Ask yourself why you want to be on the board. I have seen many people who serve on several boards and wonder why. I also wonder how much commitment can they seriously give to so many organizations and how effective can they be to each of those organizations. If you have passion for a group, wonderful. If you want to look good or add something to your resume, make sure you can bring something to the organization, and I mean more that a check or attendance at a few meetings.

Non-profit organizations can thrive with an active, fundraising and effective board filled with members who have passion and skills. Make sure you can bring 100% to them before you commit. This will make your experience on the board more fulfilling and at the same time strengthen the non-profit.

Thank you for reading! 

Why should I donate to YOUR non-profit?

At my day job, I'm in the end stages of planning my yearend appeal. I am thrilled so far. My plan is to have my first letter mail by mid-October.

I spoke with a fellow development person today who said they were a bit behind with their yearend campaign. They were hoping to get their letter out by Thanksgiving.

If you haven't begun your campaign yet, please note that it is getting late. And don't let that get in your way of rolling out a plan right now. I realize that many of my peers in fundraising also have a myriad of other responsibilities at their agencies. Some are a one person office. No time for regret in what is not done. Just do it. (have I heard that somewhere?)

What all donors are asking themselves is:

How much can I give before now and the end of the year?

Which group(s) do I want to support?

Which group(s) address what I am most passionate about?

Who treats me like a partner, not an ATM?

Where does my money have the strongest impact?

How does my gift directly affect the agency?

There are many other questions. These are some of my personal favorites. It's key to address these questions, and others, when reaching out to your donors and your community for a yearend gift.

I am answering these questions in many ways through our yearend campaign. The letters are just the start. Phone calls from board members. Facebook and Twitter posts keep the community at large updated. Our website is chock full of all the information our donors need, and we have a strategy to use our email list. I'm also considering a final postcard mailing in mid-December to all of those current donors yet to respond.

Are you doing anything different with your yearend appeal this year?

Thanks for reading!

Desperation fundraising

I'm sure there is an official term for this. Desperation fundraising is just my term. It basically means that a fundraiser is always up against a wall, constantly getting calls or drop-ins from the ED or finance person about how much needs to be raised RIGHT NOW!

Don't do it. Don't buy into.

Instead, create a plan.

Do you have a budget? I don't mean the agency's budget. I mean you personal or team budget for development or fundraising. An example is: Your agency budget says that in July you will raise $25,000. That's in the official budget. That means that in order to keep going smoothly, and to not adversely affect the rest of the year's budget, you must raise $25,000. Your personal/team budget says exactly how you plan to do that:

Major gifts:                    $5,000
Gala sales:                     $10,000
Summer campaign:        $2,500
Corporate partnership:  $2,500
Foundation gift:             $5,000

And then you work it, or as a dear friend and supporter of mine says, werq it. You and your team have specific ideas around how you are going to raise each specific amount.

I like to have this plan all set when I present my development budget to my boss the year prior. I never want to just fill in numbers for a budget; I want to know how those numbers are going to materialize.

The better plans you have, the better off you are with your overall fundraising goals. It's not easy when you're getting pressed to raise more and more and more. Knowing how you plan to raise that money is key in not becoming a desperation fundraiser.

More to come on this! If you would like to give me feedback rather than leave a comment, my email address is dhanley@operacolorado.org

Thank you for reading!