Ask the Experts: Personal Fundraising

Each month, I invite guest contributors to speak about timely, relevant, and sought-after topics that are important for cause-focused organizations like yours to be aware of as you grow. For October, I've invited Debbie Barron, a support-raising coach and trainer, to share about personal fundraising. Many of the small nonprofits I work with have one or more employees raising their own support, and I know they'll benefit from her advice, and hope you do too. And there are definitely lessons that small social enterprises should take note of as well!

Q. WHAT ARE THE LATEST TRENDS IN PERSONAL FUNDRAISING?

A. In this age of social media and high-tech everything, many are moving toward online communication in order to save money and time. While it’s wise to take advantage of social media, texting, etc., to try to reach people, never underestimate the value of the personal approach.

This is especially important with the face-to-face appointment. If you are looking for people to partner with you in your work, you must invest in the relationship by sitting down with those people and presenting your vision (even if it's a video chat). Nothing can replace the face-to-face appointment, for it builds the relationship and creates trust. If you want a financial partner who gives on an ongoing basis, this is crucial. Letter campaigns and group events produce one-time givers; face-to-face appointments produce partners who continue to give.

The personal approach also applies to thank you notes and newsletters. Think of the most personal approach instead of the most expedient. Hand-write notes to people, and send letters in the mail wherever possible. Your note or letter may be the only personal mail they receive this month, so it will stand out. And a few hundred dollars in mailing expenses is worth it to leverage thousands of dollars invested in your work.

Q. WHAT IS THE BIGGEST MISTAKE YOU SEE PEOPLE MAKING IN REGARDS TO RAISING THEIR OWN SUPPORT?

A. Many people make the mistake of not asking for referrals. If you want to find more people to invest in your work, you must ask for referrals. People often avoid it out of fear or lack of training, but it’s not as difficult as you may think.

Contrary to our negative thinking, most people are willing to help. I once heard a leader say, “Have you ever stopped to ask for directions and been rejected? Has somebody actually said, ‘No, I don’t want to help you.'? Of course not.” People usually want to help meet a need.

I recommend this type of script after you have cast vision for your work, and asked them to invest in it: “There’s another way that you can help. I am hoping to meet others who would be encouraged to hear about what I’m doing, and several people have helped by introducing me to their friends; I’m hoping you might help in the same way. I find it’s easier if you think about it from your perspective. If you were in my position, who are the first ten to twelve people you would talk to?”

Note that the magic word is “who.” It’s a purposely open-ended question, which assumes interest and catalyzes their thinking about who they would ask.

When you ask for referrals, you may fail more often than you succeed, but keep doing it. And keep practicing so that you get better. Who knows where the next big investor is? Think of it as a treasure hunt.

Q. WHAT IS YOUR BEST PIECE OF ADVICE TO THOSE WHO NEED TO RAISE SUPPORT?

A. Whether it’s in a newsletter or in casting vision for investing in your work, tell changed-life stories. People want to know that their dollars are helping to change the lives of real people. Tell what the person’s life was like before and after they encountered you/your work. Use a real name (with permission) and include details so that the reader or listener cares about the person. In doing that, you will engage the heart and increase the likelihood that the person on the other end will partner with you, and want to continue partnering with you.

Q. WHAT IS ONE THING READERS CAN DO THIS WEEK TO IMPROVE THEIR PERSONAL FUNDRAISING SKILLS?

A. Think of two people you can ask to invest in your work, and actually ask them. Just two. Asking two people per week can move you forward in significant ways.

Q. ANYTHING ELSE WE SHOULD KEEP IN MIND?

A. The people who are already investing in your work are usually your best resources—both for additional funds and for finding new investors. Spend some time thinking about how you can capitalize on that by thinking through a next step for each one of them.

For example, when is the last time you asked your current partners to increase? We conducted a survey of our partners several years ago and discovered that they felt it was reasonable to ask them to increase their giving every one or two years. I usually recommend asking them to increase from 50 to 100%.

And finally, invest in your relational capital by building into these current partners. Is it time to give them a call, just to catch up? When is the last time you gave them a small gift or sent a personal note? Remember: it is easier to keep your current investors than to find new ones.

Q. IF SOMEONE WANTS TO LEARN MORE ABOUT THIS TOPIC, WHAT RESOURCES DO YOU RECOMMEND?

A. My favorite resources for ministries are the books The God Ask by Steve Shadrach, and Funding Your Ministry by Scott Morton. There is also a website called Support Raising Solutions that offers a monthly newsletter, training opportunities, and more. For people and groups without a religious affiliation, I recommend Asking: A 59-Minute Guide to Everything Board Members, Volunteers, and Staff Must Know To Secure the Gift by Jerold Panas, and Ask Without Fear! A Simple Guide to Connecting Donors with What Matters to Them Most by Marc Pitman.

Great information. Thanks, Debbie!

(Amazon links are affiliate links.)

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Debbie Barron is a coach, mentor, writer, and friend. She has served with Cru/Campus Crusade for Christ for nearly 25 years, mostly at their headquarters in Orlando, Fla. For 17 of those years, she has been a support-raising coach and trainer. She loves Disney World, Ireland, botanical gardens, and sports. She is currently passionate about football and her fantasy football team, “In the Red Barron Zone.” She is single, but there are two important men in her life—her nephews.

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I'm Kristi Porter, and I started Signify to provide writing, consulting and strategy services to nonprofits and for-profit organizations with a social mission, primarily through copywriting, marketing, and business communications. I believe that cause-focused organizations like yours are the future of business. You're proof that companies can both make money and do good. And I'm here to help you get noticed and grow. When you succeed, we all win.

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Voice Can Make All the Difference

The TV murmured along in the background as I cleaned house until I heard what I thought was the voice of a child speaking about farm-to-table concepts that seemed much older than the age I perceived coming through the TV speakers. It seemed odd. I was thrown off, and completely missed the message from the advertising restaurant.

When I saw the commercial later, I was still too distracted because of the disconnect between the voice and the message to know what the company was trying to tell me, the consumer.

In an age when video is moving to dominate media consumption—not only TV and streaming services, but across social media channels and websites—the right voice to explain, to inform, to appeal, to sell, and to inspire makes a difference in whether someone donates or buys, or whether someone passes you by.

Likewise audio prompts within your organization’s phone systems, in your office environments, and in radio advertising can make a difference in how a consumer or donor experiences what you have to offer . . . or doesn’t.

Recently, as I boarded an elevator from a parking garage to a major metropolitan arts facility, I heard the burdened and disdainful voice of a man “welcome” me, and routinely utter the names of the sophisticated, creative, and lively venues within this arts complex. It was quite a juxtaposition. There I was about to experience an electric, creative atmosphere, and the voice welcoming me sounded as though he was bored, sad, and depressed.

Whether realized or not by this company’s elevator occupants, his voice is creating an atmosphere for this facility—a downcast and disheartening atmosphere.

In truth, the voice you use to embody your organization's in video and audio representations is important. But what do you look for? How do you find a quality voice for your message? Here are four ideas to get you started:

1)   Audience

You’ve heard it before, “Know your audience.” As a business leader, you likely have already created an avatar, or profile, of your ideal customer. With this ideal man and/or woman in mind, write a script that sounds natural, conveys a clear message, and includes an action step. And once you have a decent draft, read it out loud to yourself. Are there any clunky words or phrases? Or are there any back-to-back sounds that are awkward? Revise the script until you have something that seems natural.

2)   Delivery

Depending on your audience, and the message of your script, you’ll want to think about delivery. Would you like it to sound warm and comforting, or are you looking for conversational, yet energetic? Think about the feelings you want to convey with this message. And think about those feelings in relationship to the wording and the message. Do they match? For example, in the elevator, the gentleman delivered the word welcome as if he were sad, when it should’ve sounded warm and friendly . . . in other words, the word welcome should’ve sounded welcoming. If you’re trying to convey an urgent message, one that you’d like customers to act on quickly, you don’t want a warm and welcoming delivery, but an energetic, lively, yet friendly delivery.

3)   Tone

More often than not, we can grasp an age range from someone based on the tone of his or her voice. A voice talent’s tone needs to match and be identifiable with the audience you’re trying to reach. In the farm-to-table restaurant commercial mentioned previously, the voice sounded like an early teen. Yet, the message of the commercial was focused on consciousness in food preparation, something few teenagers seem to be concerned with. A disconnect between the tone, the target audience, and the message won’t compel anyone to take action.

4)   Hire

It’s often easier to grab the admin assistant with the great phone voice, or the singing maintenance man for a quick “read through” of your outgoing message, but resist the urge. It’s not enough to have a nice voice. A quality voice talent must be able to tap into the audience your trying to reach with the feelings you want to convey, so that anyone who hears it will want to take action.

Your message is too important for it to sound like it’s being read from a handwritten notebook. With intentional script writing and the right voice, you’ll move beyond your customer or donor’s heads and into their hearts.

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Jennifer Wilder is a social media professional who helps brands reach customers through online conversations. Over the last decade, she has worked with LifeWay Christian Resources, Leading The Way, The reThink Group/Orange, and The John Maxwell Company. Jen and her husband Nathan live in Kennesaw, Georgia, with their soon-to-be-Instagram-famous Chocolate Labrador Retriever, Copper.

Jennifer is available for freelance social media consulting and voiceover work.

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I'm Kristi Porter, and I started Signify to provide writing, consulting and strategy services to nonprofits and for-profit organizations with a social mission, primarily through copywriting, marketing and business communications. I believe that cause-focused organizations like yours are the future of business. You're proof that companies can both make money and do good. And I'm here to help you get noticed and grow. When you succeed, we all win.

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Ask the Experts: Understanding Your Audience

Each month, I invite guest contributors to speak about timely, relevant, and sought-after topics that are important for cause-focused organizations like yours to be aware of as you grow. For August, I've invited my friend, Jen Gordon, to share about uncovering the hidden desires of your donors and customers. Understanding your audience will be a key to your success.

Q. What are the latest trends in your industry?

A. What I’m seeing lately is a trend toward companies identifying their marketing strategy first, and then outlining the tactics they will take to align with that strategy. By “strategy," I mean really digging into the hidden and unspoken desires of your prospect, and developing your approach to that audience around those wants.

In the past I’ve seen marketers using tactics like, “Hey, let’s send out a direct mail piece like the one I saw from XYZ organization.” Or, “Oh, let’s send an email campaign about our next fundraiser,” before truly identifying why their prospects would want to engage the content.

There has always been interest in the marketing world around the psychology of marketing, but today there is a lot more content readily available about the psychological drivers that cause prospects to take a certain action, to leave, buy, or donate. Nir Eyal writes a blog that focuses on consumer behavioral triggers and habits. Though most of his work focuses on software development, the concepts he teaches are applicable to any industry.

Q. What is the biggest mistake you see people making in regards to what you do?

A. One of the mistakes I have seen many times over the years of creating landing pages and sales funnels is that business owners may have a short-term plan or campaign they want to launch, but don’t have a clear roadmap for the year in terms of where they want to be in 30/60/90 days or six months, etc. They generally know what they want to achieve, but the path getting there is often unclear.

Right now, I’m working on a marketing calendar (with some inspiration from this SEJ post) for my own product, the Hope Deck, using Google Sheets, Google Calendar and Trello—all free tools!

Q. What is your best piece of advice?

A. If you aren’t trained on how to uncover your prospect, donor, or customer’s hidden, unspoken wants/desires, then find someone who is. :) Learning how to do this while working on the Hope Deck has completely changed how I connect to, and communicate with, my audience.

It has allowed me to understand how I can bring the maximum amount of value to my customers. I no longer assume that I am a part of my target audience, which I have done in the past. My mind is open to a wider range of problems people want to solve, and emotions they want to feel or not feel.

Q. What is one thing readers can do this week to improve?

A. Start figuring out what your audience really wants—not what they need, but what they want. I created a spreadsheet for the Hope Deck where I am in the process of identifying my customer’s unspoken desires. Don't get overwhelmed. Keep it simple to begin, and then edit or expand it over time.

Q. Anything else we should keep in mind?

A. The best way to uncover these hidden wants and desires is to actually talk to your customers or donors. I’d recommend recording the conversations, if possible, so you can review them later and pick up on details you may miss in the moment. Another option is to get them in writing through emails or surveys. You'll then use their language when speaking to them in your emails, social media, and any other communication pieces, so that it's familiar and relatable.

And be sure to ask them open-ended questions about why they choose to partner with, donate to, purchase from, or do business with you. Most of the time they won’t express their hidden desires outright, but you can infer from their answers what is important to them, and from there brainstorm motivation, emotional triggers, and things like that.

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Jen Gordon is a momma, artist, and entrepreneur based in Atlanta, Georgia. For the past eight years of her career, she’s specialized in conversion centered design, working closely with marketers and business owners to increase sales by testing and optimizing their sales funnels. Her geeky passions include finishing stuff, brain rewiring, crafts of any sort, and anything Dolly Parton has ever said or sung. :) You can find her latest creative project, a collection of inspirational postcards, at www.HopeDeck.com.

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I'm Kristi Porter, and I started Signify to provide writing, consulting and strategy services to nonprofits and for-profit organizations with a social mission, primarily through copywriting, marketing and business communications. I believe that cause-focused organizations like yours are the future of business. You're proof that companies can both make money and do good. And I'm here to help you get noticed and grow. When you succeed, we all win.

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Ask the Experts: Event Planning Trends and Strategies

Each month, I invite guest contributors to speak about timely, relevant, and sought-after topics that are important for cause-focused organizations like yours to be aware of as you grow. For June, I've invited my friend and former co-worker, Kristi Collins from Coco Red Events to share about event planning since many of you are starting to prep and plan for fall events.

Q. What are the latest trends in your industry? 

A. As a foodie, I think my favorite trend right now is casual food, especially a Mexican buffet with fajitas and tacos. I mean, who doesn’t love queso? For dessert, we’re seeing more donut installations, pie bars, and bite-sized treats. Most cakes (wedding, birthday, or anniversary) are smaller with a statement design, such as tiers in geometric shapes, a colored glaze dripping down the side and marbled fondant.

For design, we’re seeing a lot of clients interested in a woodlands theme. Think muted colors like a dusty rose, ivory, and sage green paired with lots of greenery and other natural elements like moss, river rocks, and tree slices. I think a big reason why people are choosing to go this route is because it’s gender neutral and everyone can enjoy the aesthetic. And people always enjoy a good vintage piece. Whether it’s a farm table used as a dessert table or an old library card catalog used to display escort cards, these pieces will create more dimensions to the design.

Our clients are also moving away from the traditional photo booth with props, and opting for a Polaroid camera setup instead. Guests love it because they can take the photos with them, and our clients love it because it’s engaging. At the end of the event, we’ll gather the left over photos and save them for our client, who can turn them into a photo album. The photo album is a great keepsake, whether it’s a coffee table book for a newlywed couple or something to keep in a company break room for employees to flip through.

Q. What is the biggest mistake that you’ve seen people make in regards to event planning?

A. I think everyone should have a day-of coordinator for any event. And I’m not just saying that because I am an event coordinator. Trust me, I had someone coordinate my own wedding! I think it’s so important for our clients to be able to relax and enjoy everything that they’ve envisioned and worked hard to create. If you’re running around, making sure that everything is perfect, you will not have a good time. You should be able to mingle with your guests and enjoy yourself. Even if you’re DIYing your whole event, hire someone to handle the details and make sure that everything runs smoothly on that day. It’s worth every penny!

This is especially important at a fundraiser. Your guests are there because they believe in you and what you’re doing. Think of yourself as the brand ambassador and make yourself available to answer any questions that your guests may have. If they can’t find you to get more information about your cause, they are less likely to support it. We are there to make sure that everything goes off without a hitch and that you are able to reach your fundraising goal.

Q. What is your best piece of advice?

A. I think that people are naïve when it comes to the budget for any event. Many clients don’t know how much it costs to hire a good photographer, caterer, etc. so, they’ll spend money on little things and before they know it, they’re way over budget. My advice, choose your top three Items and spend the bulk of your money there. My top three are always food, music, and alcohol. I like invitations, but they aren’t the most important item to me. Now, if you’re a graphic designer or your company sells paper, the invitations are probably really important to you and that’s ok. Make invitations one of your top three. The important thing is to focus on what’s most important to you, and then build the rest of your budget from there.

Another great thing about working with an event planner is that we get discounts, which we pass onto our clients. A good event planner will save you several hundred dollars in various areas, covering some of their fee.

Additionally, if you’re just diving into the event world, be sure to cultivate relationships with other vendors early on. Find out how you can work together and offer discounts for your clients. Meet other like-minded vendors that specialize in your area and be sure to send them leads for dates that you have already booked. They’ll return the favor and help grow your business. The wedding and event industry is a small one, where everyone knows everyone else. Networking is so very important. Go to as many networking events as you can and start making those connections early on!

Q. What is one thing readers can do this week to improve?

A. If you’re an event planner or getting ready to plan an event, do some research. If I’m planning a company event or fundraiser, I always ask myself the following 5 questions:

1. What is this company’s daily mission?

2. What is their goal for this specific event?

3. What brand-specific elements can we incorporate into the event? (Awards, logo placement, etc.)

4. What is something fun and memorable that we can do during the event to increase brand awareness?

5. Is there something that guests can walk away with that will keep the brand or mission at the front of their mind?

Q. Anything else we should keep in mind?

A. No matter what type of event you’re planning, it’s important to remember the story your organization or client wants to tell. When guests walk into the event, they should be able to look around and know who or what this event is for. Everything should reflect the brand or personality. That’s what makes your event stand out from everyone else’s. And most importantly, make sure that your guests have fun!

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Kristi Collins has been involved with events for over 15 years. She has her BA in Musical Theater from Samford University. After theater, she went into retail, then coordinated events in the non-profit sector and finally found her calling in the wedding and social event industry. Kristi has received her Certifications in Wedding and Event Planning, as well as Social Media Marketing. She lives in Decatur, GA, with her husband, J.R., and her insanely cute dog, Toby.

Learn more about Coco Red Events.

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I'm Kristi Porter, and I started Signify to provide writing, consulting and strategy services to nonprofits and for-profit organizations with a social mission, primarily through copywriting, marketing and business communications. I believe that cause-focused organizations like yours are the future of business. You're proof that companies can both make money and do good. And I'm here to help you get noticed and grow. When you succeed, we all win.

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