Practical Advice for Modern Fundraisers

THOUGHT·FUL

adjective\ˈtht-fəl\

: serious and quiet because you are thinking: done or made after careful thinking   : done or made after careful thinking: showing concern for the needs or : showing concern for the needs of feelings of other people

While preparing to teach an intro class at NYU on social media by non-profits.  I realized the myriad of ways pundits recommend using social media.  So I decided to peel back all the layers of “Best Practices” and focus on the simple mechanical acts that are required to have a social media presence. 

Let us start by looking at suggestion number four from my last post.

SUGGESTION 4. Do not start something you cannot finish. Be realistic about which social media platforms you can keep updated. You should post a new Facebook page post at least once a week!  Timely posting is integral to a successful social media presence. (Read the full post here)

That is why I recommend that every organization have a FACEBOOK PAGE - one that they control.  Remember an individual does not have to work for or even be associated with your organization to create a FACEBOOK PAGE in your organization’s name. So if you don’t already have a page, search FACEBOOK to see if someone has already created one in your organization’s name. If they have, your best bet is to contact them and ask –beg- them to deactivate it.  They can do this on the settings tab on the front of the page. Then create a new page that you control.

FACEBOOK PERSONAL PROFILE, FACEBOOK GROUP, and FACEBOOK PAGE

•    FACEBOOK PERSONAL PROFILE

A resource page filled with your personal information, pictures of kittens, and invitations to play odd games.

 

creatingAfacebookpersonalpage2

 

 

  • FACEBOOK GROUP

An assortment of “Friends” who have something in common like schools, pottery making, and kitten videos. These are all connected to your organization through a Personal Page.

  

group3

 

 

  • FACEBOOK PAGE

These pages promote an organization, a person or an interest.  As previously noted, only a person with a FACEBOOK PERSONAL PROFILE can create a FACEBOOK PAGE.

  

facebookPage

 

Your FACEBOOK PAGE:

•    Choose carefully the person who sets up the page. They will be tied forever to the page so not the summer intern, the temporary receptionist or anyone who you are considering letting go.

•    Choose a senior staff person as the main administrator and then add the people who will do the work as additional administrators.

•    Remember each administrator’s friends will be the first ones to see your page and the administrator will be encouraged to send LIKE request to their FRIENDS. Facebook is a bit sneaky about getting you to do this so read everything carefully before agreeing to anything.

•    Consider having your CEO or Founder create an “official” personal profile that they (you) only use for the organization.

•    DO NOT try to make a FACEBOOK PERSONAL PROFILE do the job of a FACEBOOK PAGE!

                         THE CITY ARTS CENTER is not a person and Facebook will close down your page.

The goal is to generate content for your FACEBOOK PAGE that drives traffic back to your site.  If you write about it on FACEBOOK it should be on your website! Suggestion # 3 from my last post covers how to do this.

Here is an example of a FACEBOOK PAGE post I might use to promote my blog.

 While preparing to teach an intro class at NYU on social media by non-profits.  I realized the myriad of ways pundits (myself included) recommend using social media.  So I decided to peel back all the layers of “Best Practices” and focus on the simple mechanical acts that are required to have a social media presence. To read the full post click here.

See how I used the text of the blog post as a FACEBOOK PAGE post but mainly as a tease for the full blog entry.

What it all boils down to is what I said in the beginning only start what you can keep up and the best way to do that is to cross purpose as much of your text as possible. Like I did above. FACEBOOK is not your end game – your main website is.  So focus on driving traffic where you really want it. 

This video walk you through how to set-up a FACEBOOK PROFILE PAGE.

Next time we will be looking at setting up Twitter.

 

5 Tips for a Thoughtful and Successful Social Media Presence

I struggled to write this post because there are so many different ways to treat Social Media in the non-profit world and most are not very thoughtful.  As I discussed in the social media section of The Thoughtful Approach's website, non-profits have latched on to the idea that they must have a presence on social media. But many do so without thoughtfully planning out what it will take to create a social media presence.  A presence on Facebook, Twitter, LinkedIn, et. al., that  is worth the effort.

Development and Marketing offices go to great lengths to increase their LIKES and Followers but to what end?  Now don’t get me wrong. I want this blog to be LIKED, and I want Followers.  I have asked my readers to do both of those things.  I seed Facebook and Twitter every time I publish a new post.  That is a far cry from hoping to get  your social media contacts will make a donation. 

How do you get the people who visit your FACEBOOK PAGE to visit the donor page on your website? Or do you use a program that allows people to give directly from FACEBOOK? Do you tweet out a link to your donor page or use a tweet for dollars program?  Both are options but then you have three online financial streams to reconcile each month. You do reconcile every month – right?

Since it is safe to a say that social media sites are here to stay. The question is how do you set them up and use them to your organization's advantage, not Mark Zuckerberg’s. He is, after all, the only one who makes money off of all those LIKES.

First and foremost, think of your Facebook, Twitter, Linkedin sites as auxiliary to your main website.  Don’t make the mistake of allowing any of these programs to become your default online presence. I have seen this happen, and it can cause messaging problems for the organization.  Here are my FIVE top suggestions for managing your social media presence.

Suggestion 1.

Add a sign-up button to your Facebook Page that allows people to give you at a minimum their Email Address, First Name, and Zip Code.The fields you use will depend on your personal preferences. Remember that the more data you request the fewer responses you will receive.   Facebook Page buttons are simple to make by following Facebook's instructions on APP and Widget creation under Settings. My sign-up button updates my CRM. I am using MailChimp, but most CRM's have the ability to integrate in this way.  You should use the same CRM to collect prospect data on your social media sites and on your website.   

Suggestion 2.

Add a CONTACT US tab to your page. This is easily done through the settings functions in Facebook.  I recommend having it go to the contact page on your website. That way you do not have to keep two places updated, and you are driving traffic to your site.

facebook2 18post

Suggestion 3.

All roads should lead back to your main website. Build the content on your site and then push it out to Facebook, Twitter, LinkedIn, et.al. Here is an example of how this post will be pushed out via eblast, Facebook post, and tweet.  Notice the hyperlink. It sends you to the full blog on the website.

TWEET

Is your social media presence worth the effort? Learn 5 steps to having a thoughtful presence. #NCYAFP  http://scan.me/n5p24z9

and/or

Non-profits go to great lengths to increase their LIKES and Followers but to what end? #ThoughtfulApproach  http://scan.me/n5p24z9

      Include a graphic in your Tweet. Tweets with graphics get more views and retweets than those without graphics. Even a stock graphic like the one below will work

               .SocialMediaImage small

Because of the nature of Twitter I usually send at least two tweets for every post. The first one when the post is published, the second a few days later. In between are regular posts that play off the whole site.

FACEBOOK PAGE POST

I struggled to write this post because there are so many different ways to treat social media in the non-profit world and most are not very thoughtful.  As I discussed in the social media section of The Thoughtful Approach's website, non-profits have latched on to the idea that they must have a presence on social media. But many do so without thoughtfully planning out what it will take to create a social media presence.  A presence on Facebook, Twitter, LinkedIn, et. al., that  is worth the effort.  Is yours worth the effort click to find out - http://scan.me/n5p24z9

 

EBLAST TEXT

I struggled to write this post because there are so many different ways to treat social media in the non-profit world and most are not very thoughtful.  As I discussed in the social media section of The Thoughtful Approach website, non-profits have latched on to the idea that they must have a presence on social media. But many do so without thoughtfully planning out what it will take to create a social media presence.  A presence on FaceBook, Twitter, LinkedIn, et. al., that  is worth the effort.

Development and Marketing offices go to great lengths to increase their LIKES and Followers but to what end? Now don’t get me wrong. I want this blog to be LIKED, and I want Followers.  I have asked my readers to do both of those things.  I seed Facebook and Twitter every time I publish a new post.  That is a far cry from hoping that your social media contacts will make a donation.

How do you get the people who visit your Facebook Page to visit the donor page on your website? READ THE FULL BLOG HERE.

Suggestion 4.

Do not start something you cannot finish. Be realistic about which social media platforms you can keep updated. You should post a new blog entry on a regular schedule  (once a week or twice a month), Facebook page post at least once a week and three or four tweets a week.  Many social media experts recommend as many as seven or eight tweets a DAY!  Timely posting is integral to a successful social media presence.

Suggestion 5.

Learn to use integration and aggregator to schedule your posts and tweets. Both Twitter and Facebook have built in APPs and Widgets to allow you to cross-post. The other way achieve cross posting to use an aggregator.  I use Hootsuite, but there are others that work as well. A future post will look at different aggregators.

These five suggestions are starting points for you to explore ways to integrate your web presence and your social media presence.  Making it easy for people who LIKE and FOLLOW your organization to learn more about your cause and possibly make a gift. That is the ultimate goal of all of your effort - right. 

Thoughtful Low Tech Project

I may be a self-confessed tech geek, but I still believe in backing up information to good old paper.  Once all the end of year gifts are entered and the thank you letters are mailed I usually try to do a quick check of my data for duplicates and oddities that can happen in the height of YEAR-END. Then I run a “donor profile report” on all donors over, say $250.00. I use three-hole paper and print it on both sides to save space and store the whole thing in a binder.

So what is this report?  You can find a pre-designed version in some CRM /Database programs. The problem with these reports is they are usually one donor per page reports, and that can use a lot of paper with even a medium sized donor list.

Try creating one in Word and merging it with an Excel spreadsheet of your donors. Promise me you will delete that spreadsheet once the merge is done. Spreadsheets are bad juju – in most cases. You could also use a program like Crystal Reports to create a more permanent solution. Crystal Reports is included with some CRM/Database programs. It can also be purchased separately I got mine from TechSoup.  It is well worth the cost and the time needed to learn it, which isn't long.  I use it all the time, and we will discuss one of my favorite custom reports an APPEAL VARIABLE REPORT in a future blog.

Your report only needs the following info -

Full Name Last Gift Amount
All Salutations Last Gift Date
Complete Address Last Gift Appeal
Phone First Gift Amount
Email First Gift Amount
Company Name First Gift Date
Spouse Info First Gift Appeal
Constituency Code Attributes
Total Giving Notes

It might look something like this-

The reason I picked these fields is that they are the basics you would need to rebuild your database if something happened. It also serves as a handy reference.  Click here to get a full-page example.

This report has saved me may times when I just need a piece of archived information, or my server is down. Just remember it is only a snapshot of your donors at a particular moment not a document to work from on an on going basis.

Later this month we will look at a couple of APPs that a will help you manage your data. Be sure to sign up to get updates if you are not presently receiving e-alerts.

Thoughtful Stewardship

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Short Thoughtful Post

It Occurs To Me

May 18, 2017

It was great being a part of today's AFP Workshop on Direct Mail.  It is always a pleasure to share advice and ideas with other fundraisers. During the workshop, we talked about everything from acquisition to thank you letters. Yes, Thank you letters. Sometimes when we think of direct mail we only think of the "Ask, " but the "Thank-You" is just as important.  Don't ignore the second part of any ask the thank you.  You can not thank people too often or in too many ways. So take a few minutes today to review your thank you process.

 

April 14, 2017

We will be live blogging from the AFP International Conference in San Francisco. Last year, this was one of the most popular blogs so don't miss it. It should be a great conference there are a lot of great sessions. The first post will hit late on Sunday, April 30th. I'll be sending a reminder on Monday, May 1st so look out for the email.

 

February 17, 2017

How did your year-end appeal turn out?  What was your retention rate and attrition rate? These two rates are just as important as knowing how much money you raised. If you don't track these you might want to do so. You will be surprised by what you find.Or hopefully, you won't be surprised.

November 9, 2016

So the election is over. We have a winner and a loser. Putting basic politics aside will the results change your Year-End giving results? So far the markets are looking like they will stabilize and  millions of people are happy about the results. Well, millions are also scared.

I wonder if your results will depend on where your charity is located. I work in a very Blue part of my state and my charity only works in that area. What if you work in a very red part of the country. Will you do better or worse?

Also, will the election change average donors,mid-level donors or major donors more? What do you think? I don't have any answers myself and unfortunately, I won't know until January when the year-end result are tallied. Please click on the comments section of the site to leave your thoughts.

 

October 17, 2016

October is half over so I hope your Year-End Appeal is past the planning stages. By now you should have at least updated your base Acquisition Appeal materials and be well on the way with your renewal appeal. List should be have been chosen and the process of renting them should be underway.

If you are not this far along - no worries- take a deep breath and dive in. You'll get it all done but why not calendar out 2017 to give yourself more time to plan and write.

 

September 1, 2016

So you made it to September. I know it seems like August is the longest month in the year. It precedes what is the for all practical purposes the shortest two months - November and December. So much of our fundraising year depends on the out come of those two months. So Sepetember and October are all about prep work. In fact, I would say that September is the most important month because by the time October gets here all your year-end work needs to be complete. If those "Giving Tuesday", Year-End Appeals and follow-ups are going out on time your September is going to be quite busy. What do you think?

June 17, 2016

I'll be live blogging from FRDNY so tune in. As always, this is a great day.

May 16, 2016

The next blog is will be posted on 5/23 don't miss it.

March 9, 2016

We will be blogging from the AFP International Conference in Boston starting on March 20. The Thoughtfull Approach to... blog will be updated daily after the last session but we will be tweeting during the conference. Be sure to follow us at @thoughtfulappro and to check the main blog each day.

Just 11 days and counting until the fun begins.

 

December 2, 2015

So you survived GIVING TUESDAY, now what? Well, it is not the time to start planning for next year. Nope, it is time to take a page from retail and follow up with people.

Let us assume you sent and email to all of your prospects, constituents and donors. If you used any of the primary email systems like Mail Chimp, Raiser’s Edge, Patron Mail et. al. you can pull a list of people who opened your email but did not click on the donate link.

I’d recommend emailing all of those people today to thoughtfully remind them that they can still make a gift to your organization. Rather like the "Your Carts Not Empty" emails some retailers send when you pick out times but do not complete a sale on their sites.

Try it you have nothing to loose. Just don’t be obvious about how you know they visited your site. Treat the email as a reminder ask. Sell the "why" of your organization.

Please leave a comment, thoughtfully.

 

October 2015

Well, the feed back on my two part series on videos has been great. I know that a lot of people were interested in the subject but I had no idea just how many. I look forward to hearing more from people who decided to add videos to there annual appeal and those who changed their mind.

But what about those annual appeals? Are you ready and where are you putting your emphasis on acquisition, renewal, lapsed or what exactly? I have decided that renewal should get the bulk of your time as for money acquisition always eats that up.

 

September 2015

So in a little more than two months your annual appeal will drop- right? We'll have you thought about how to use videos as a part of the overall appeal. The right video can be embedded in your website and tied to a Google ad, posted to your Facebook Page and on Twitter. You should even be able to add it right to your email appeal. Just about the only thing you can not do with it is mail it. Unless you create a QR code for the video and include that in your mailing. Just a thought.

But what qualifies as a successful video. I would say like many things in fundraising you won't know know if you have gotten right until the appeal is over and you look at the analytics and crunch some numbers. But you can see what like agencies are doing and take a chance pick up the phone and call a colleague. In fact, my thoughtful tip isn't really about videos it is when in doubt call a colleague. That and read my September post about best practices concerning videos.

 

August 2015

-How ready is your Annual Appeal? Yes, I know it is August but if you want them to drop before Thanksgiving you should have already gotten started. Remember acquisition, renewal, lapsed donor, major gift and e-solicitations need to all work seamlessly - don't you think?

Please leave a comment, thoughtfully.

-The shared articles section has gotten the second largest number of hits of any area on the site. Thank you. If you have article suggestions please leave it in a comment.

July 2015

I have gotten a lot of great feedback on the TedTalk video on pecking order. What were your thoughts?

Please leave a comment, thoughtfully.

 

 

 

 

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