FundRaiser Blog

The FundRaiser Software Blog is an excellent resource for nonprofit organizations looking to learn more about fundraising, donor management, membership management, and much more.

Creative Giving Level Labels

Creative Giving Level Labels

Dear Kim:

I have recently been appointed a development director and I am looking forward to developing this new skill (which I don’t have right now). One of the first things I must do is establish “levels” of donations. We are a pediatric facility that is part of a large organization. Is it appropriate to designate levels of giving that are related to kid themes, or do you suggest sticking with tried-and-true levels such as platinum, silver, gold, President’s Circle, etc?

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Finding the Time for Grassroots Fundraising

Finding the Time for Grassroots Fundraising

Dear Kim,

I have tried to follow the advice in the Grassroots Fundraising Journal and from you, Andy Robinson, Stephanie Roth, and other grassroots fundraising experts. What you all say makes sense. Having said that, I hope you don’t find my question rude: where do you find the time to really implement all this advice? I am a relatively efficient person and I already work my 40 hours and then some every week. Being in touch with more donors, doing research on prospects, keeping our social media presence vibrant? Something is always not getting done. Any tips?

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Converting In Kind Donors to Financial Supporters

Converting In Kind Donors to Financial Supporters

Dear Kim:

We are a 50-year-old social service agency mostly supported by government grants.  We do have about 600 donors who help us every year and we do a reasonable job keeping in touch with them.  We also have about 300 people who give us in-kind gifts and I have tried all kinds of solicitations to encourage them to give money as well as stuff, but I have had a really poor response. Someone said that you said in-kind donors often don’t become money donors. Is that true?  Should I stop trying to convert them? 

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Capital Campaigns During a Recession

Capital Campaigns During a Recession

Dear Kim:

Our church needs make a number of renovations.  These are not cosmetic—the roof leaks, the basement floods and many of the pews are falling apart and have splinters.  The congregation is small, but the church is historic and right downtown.  Of course we would rather wait until the economy improves, but we simply can’t. We are in danger of being shut down for being unsafe.  Everyone says you can’t launch a capital campaign right now, but what else can we do?

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A Kind & Common Sense Approach to Donor Relations

A Kind & Common Sense Approach to Donor Relations

 

Dear Kim,

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4274 Hits

Re-Asking In Honor/Memory Donors

Re-Asking In Honor/Memory Donors

Dear Kim,

We receive a significant number of donations in honor/memory of individuals. Most are one time donations. Is it proper to add these donors to our ask list?

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4374 Hits

Volunteer Help With Data Metrics

Volunteer Help With Data Metrics

Dear Kim,

We work with refugees and immigrants, providing legal services, workshops and even sanctuary in some churches. I have been reading a lot about fundraising metrics recently and wonder how much time I should spend figuring out our retention rates and return on investment and that kind of thing? We have three paid staff: I am the development director and we have an executive director and a director of programming. We have about 100 volunteers and serve 2,500 people a year, and growing. We have about 1,000 individual donors as well as a number of faith-based organizations who are partners in a variety of ways. Sometimes we make money from workshops. We are all stretched thin but I want to run a good development program. What is the value of all this data?

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4154 Hits

Collecting Donor Phone Numbers

Collecting Donor Phone Numbers

Dear Kim,

I have a multipart question.  We want to start doing thank-you calls but often don’t have donor phone numbers. Is it creepy to get their phone number from the white pages? Should we require a phone number on our donation page so we can capture phone numbers going forward?

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10430 Hits

Upgrading Donors

Upgrading Donors

Dear Kim:

You often advise asking people who have been giving you a certain amount of money for many years to consider giving more.  But how do you do that without making them feel you were not grateful for what they have already given?

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4102 Hits

Launching an Annual Campaign

Launching an Annual Campaign

Dear Kim:

I was recently hired by a community health center as the Fundraising Manager to implement the first-ever Annual Campaign. Our organization is over 30 years old and thriving, but it has been funded primarily by patient fees and grants until now. We are working on developing our business identity, including re-designing our logo/tagline and creating publicity materials to use for the campaign. Do you have suggestions of key elements to include as part of an information packet for cultivating donors? My plan is to get samples from other community agencies in healthcare, as well as organizations that are guided by the same values in their work even if different in scope, including policy/advocacy organizations, universities, and environmental groups. We are working on developing content, working off of the Case for Support, but I don’t know the best practice for deciding what to include and how to present it.

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4182 Hits

Who is a Prospect and When Should I Stop Bugging Them?

Who is a Prospect and When Should I Stop Bugging Them?

Dear Kim,

How many times do you ask someone for a meeting to discuss a major gift? We are in a small, quiet major gifts campaign. Solicitors have gotten an initial interest when talking with prospects when they have invited them to an event which they cannot attend but say they are interested in our mission. Then the solicitors get into a lot of voice mail and phone tag when trying to set up a meeting or extend an invitation to another event. Do you get to a point where you just give up–and if so, when is that? Or do you come right out and ask them if they want you to stop bugging them? Or do you try to connect with them indefinitely? This has been going on for 4-5 months in some cases.

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5513 Hits

Key to Successful Fundraising: Appreciating Our Donors

Key to Successful Fundraising: Appreciating Our Donors
 Dear Kim,

I am new to development and I have heard several contradictory things about the kinds of acknowledgements I should be sending to donors. Someone said we are required by law to send a thank you for every gift and someone else said you have to subtract the value of anything you send to the donor. Then someone else said that you only have to thank people who give over $250 and someone else said you are not allowed to thank people unless they request it and on and on. I know you say, “Thank before you bank” but that doesn’t sound like a law as much as a good habit.

~Help!  

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4382 Hits

Developing Development Director

Developing Development Director

Dear Kim:

I am the first development director for a full-service humane society that has been operating for 125 years, and I have been on the job less than a year. We have a $1. 5 million budget ($500,000 coming from a county contract). We have always operated in the black, but unfortunately, not much analysis and goal setting have ever been done. There is no strategic plan in place, and we are heading into a capital campaign to build a new shelter and have many needs on the horizon. To top it off, the Executive Director is also new, and we are both working fast and furiously to evaluate as much as we can and to get a plan in place. I have been working on an overall development plan and the article, “Creating a Budget for Fundraising” is very helpful. However, do you know if there are specific percentages or guidelines as to how much the development office should raise in relation to the overall budget? For instance, when I worked in fundraising at an independent school, I raised 6-7 percent of the total budget. That was fairly average at that time. Because there has been little tracking and overall analysis, I realize that we are going to need to look at each direct mail piece, each special event to create budgets and to determine overall purpose. Any help you can give is appreciated!

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4299 Hits

Pledges on Paper

Pledges on Paper

Dear Kim:  

A small family foundation run by a friend of our board chair promised us $10,000 at the beginning of the year and they have not yet paid it. Our board chair was recently told by her friend that the foundation probably wasn’t going to be able to pay because the market had wiped out a lot of their assets, but I can’t understand why they didn’t pay sooner.

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Are Small Gifts a Waste of Time

Are Small Gifts a Waste of Time

Dear Kim,

I am writing to you as a donor. I give away 10% of my income every year and support about 25 organizations with donations in the $20-$50 range with a few at $100. I live on social security but I don’t have many expenses so I can do this. But I read recently that gifts of $20 and $25 aren’t that useful to organizations because it costs so much to process them. The article said to make fewer gifts of higher amounts. I like giving to a lot of organizations but I don’t want to waste their time (or my money.) You are in fundraising so what do you think?

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4579 Hits

The Importance of Upgrading Your Donors

The Importance of Upgrading Your Donors

ORGANIZATIONS THAT WANT TO GROW and thrive in this century need to be clear about three things:

1. Givers give. In the United States, 70 percent of the adult population makes regular donations to nonprofits. Many thousands more give money in much more informal ways such as helping homeless people asking for money on the street, buying raffle tickets and products from schoolchildren, and giving money to friends and relatives in need. More people give away money than vote, than volunteer, or than attend any house of worship. These people are going to give to your organization, or they will give to another one.

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6561 Hits

Accepting 'No' & Moving On

Accepting 'No' & Moving On

Dear Kim,

I am the executive director of a small environmental justice organization focused on organizing a community to stand up to a large and highly polluting CAFO (Concentrated Animal Feeding Operation.) We have recently had some victories but need to keep pushing. One of our board members comes from quite a wealthy family and he has been very generous himself plus raised a lot of money from family and friends. But recently we needed an extra $10,000 very quickly so I went to him and he said he couldn’t give anything right now. I didn’t say anything but I was really upset. The man has more money than all of us put together! I need to get him to change his mind. How can I do that?

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4138 Hits

Segmenting Lists

Segmenting Lists

Dear Kim,

I am about to take the plunge. For years I’ve listened to many fundraisers stress the importance of segmenting your donor lists. For a variety of reasons including laziness, being too busy, and poor software, I have not yet done this.

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5223 Hits

Starting a Membership Program

Starting a Membership Program

Dear Kim,

I am the director of a very small nonprofit organization that provides programs and services to adoptive families. We are considering starting a membership program. I really don’t know where to start. Levels? Benefits? Any suggestions?

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5266 Hits

Changing from Membership to Non-Member Organization

Changing from Membership to Non-Member Organization

Dear Kim,

I am the director of a membership nonprofit and our board is thinking about changing us to a non-member organization to help us refocus our efforts to serve our clientele, clean up organizationally and become more streamlined and efficient. Would this be a mistake and how tough is it to do this? What is the real question we should be asking ourselves to help determine whether we should be a non-member or member nonprofit? —Members Only

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premiums development director spreadsheets Importing Data donor preferences new donors Facebook campaign gift notes field Reminders Volunteer module texting donors event management user interface phoning donors giving history Task List membersip benefits operating systems endowment campaign gift acceptance policy Alternative Addresses membership programs the Ask repeat donors recurring gifts in honor of donations custom page communications customer service community arts nonprofits donor relations merge notes anonymous donors motivation pledges Resiliency LYBUNTS Network for Good New Year donor targeting security FundRaiser Basic pictures flash sales passwords monthly giving legacy giving support End of Year Letters arts Constant Contact large donations nonprofit fundraising community broadcasting look and feel general auction mission driven Personalizing donor loyalty brick campaign campaign management capital campaign tax summary letters disaster relief prospects mailing training PayPal animal rescue Codes donor prospects password protection solicitors small donations fundraising letters correspondance corporate sponsors Facebook FundRaiser Spark transparency office memorial giving Tickles email how-to videos donor contact information operational costs annual maintenance plan Cloud charity golf tournaments backing up data customer portal role of nonprofits mode code donor recognition upgrading donors accounting software importing csv Excel holiday motivation code direct mail appeal letters happiness follow up new nonprofit holiday letters membership benefits word processor #GivingTuesday merge fields building donor relationships targeted mailings grassroots campaign Thanksgiving budget Company culture gift entry Groupings salutation major donors donation history ticket sales board members donor profile case study donor retention rate reports giving levels FundRaiser Hosted understanding giving trends Snow Birds volunteering community supported gardens new leadership tribute gifts change of address updating planning correspondence upgrade updates welcome packet volunteers donor Crowdfunding Campaign In-Kind gifts SYBUNTS National Change of Address letter templates foundations publicity materials donor engagement donor attrition rate segmenting donors donor advised funds annual campaign increasing giving amounts lapsed donor donor source letter tech tip new version Reporting to IRS entering auction gifts thank you letters online donations government grants donor retention overview technical support banquet planned giving relationship tracking features how to handle auction gifts advanced tab Congratulations user spotlights appeal GoFundMe project moves management on site training adding personal notes to letters vacation ROI alumni announcements add ons GivingTuesday Donor Portal fundraising product news new features data analysis training tip data entry raffle grants ticketsales donor slip Thank You holiday giving personalizing letters online donations major gift prospects campaign social media donor attrition data conversion NCOA processing spare fields

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