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TRANSCRIPT
Imagine What’s Possible Fundraising Workshop
– November 2015
© 2015 Ignited Fundraising. 1
Presenter: Lori L. Jacobwith, Founder, Ignited Fund raisingPresenter: Lori L. Jacobwith, Founder, Ignited Fund raising
Imagine What’s Possible Fundraising Workshop
Thank You!
Welcome & Introductions
In 30 Seconds or Less:Share your name, organization and title.
Share one word to describe the work of your organization.
Imagine What’s Possible Fundraising Workshop
– November 2015
© 2015 Ignited Fundraising. 2
30 years in the social sector.
Since 2001 - helped organizations raise $300 million from individual donors. And counting.
Master Storyteller and Fundraising Culture Change Expert.
Recognized as one of the top 40 Most Effective Fundraising Consultants in U.S. by The Giving Show & Wall Street Network
Lori L. Jacobwith
LJacobwith
@LJacobwith
www.ignitedfundraising.com
Tweeting?
Lynn Twist
Imagine What’s Possible Fundraising Workshop
– November 2015
© 2015 Ignited Fundraising. 3
Where We Are Heading
Board Challenges?Biggest Fundraising Challenges?
Today
� Clear, Bold Communication
� Sharing Your Mission Powerfully
� Toxic Myths & Talking About $
� Asking For Gifts & Staying Relevant
� Fundraising & Development
Imagine What’s Possible Fundraising Workshop
– November 2015
© 2015 Ignited Fundraising. 4
Today
� Ways to Support Development Without Asking For Money
� Using Visual Displays & Tracking Data
� Create a Mini-Action Plan
Clear, Bold Communication
What Do You Want Supporters To Do?
Imagine What’s Possible Fundraising Workshop
– November 2015
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Does Your Community Pay Attention To What You Want Them To Do?
How Can You Stand Out?
Talk About The Impact I Help Cause
Imagine What’s Possible Fundraising Workshop
– November 2015
© 2015 Ignited Fundraising. 6
Where To Focus Your TimeOn a plan that causes you to:
• Really know key supporters
• Share clear messages
• Hold yourself & others accountable
• Continually invite participation
Clear, Bold Communication is The Secret to Success
1. Tell Your Story - Introduce
2. Asking - Invite Action
3. Maximize Relationships - Stay Relevant
4. Managing Data - Success Measures
Image source: Bloomerang.co website
Imagine What’s Possible Fundraising Workshop
– November 2015
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Communication
More than 50% of your donors stop giving for reasons
connected to a “failure to communicate.”
~ Penelope Burk & Cygnus Applied Research
Clear, BoldCommunication
Clear, Bold Communication is The Secret to Success
1. Tell Your Story - Introduce
2. Asking - Invite Action
3. Maximize Relationships - Stay Relevant
4. Managing Data - Success Measures
Imagine What’s Possible Fundraising Workshop
– November 2015
© 2015 Ignited Fundraising. 8
Be Clear & Bold
In Pairs
• Introduce the work of your organization.
• You may use up to 3 sentences.
• Do this without using the name of your organization.
Support Moves TowardBoldness & ClarityOf Communication
Words Create Experiences
Imagine What’s Possible Fundraising Workshop
– November 2015
© 2015 Ignited Fundraising. 9
It Takes Only 4 Seconds To Make An Impression
Stay Away From Long History Lessons
Utilitarian Communication
Imagine What’s Possible Fundraising Workshop
– November 2015
© 2015 Ignited Fundraising. 10
Utilitarian Communication
Attend our event!
We need your help.
Give now!Buy a raffle ticket!
Volunteer today.
Scarcity Communication
Scarcity Communication
People don’t understand.
Too hard/confusing/difficult.
We can’t do that.
That won’t work.
Our services/stories don’t inspire.
Imagine What’s Possible Fundraising Workshop
– November 2015
© 2015 Ignited Fundraising. 11
Clear, Bold Communication
Clear
Clear Adjective
1. Free from doubt or confusion
2. Certain in the mind; sure
3. Easy to see or hear; distinct
4. Evident or obvious
Collins Essential English Dictionary2nd Edition 2006 © HarperCollins Publishers 2004, 2006
Bold
Bold Adjective
1.Courageous, confident, fearless
2.Immodest
3.Standing out distinctly, conspicuous
Collins Essential English Dictionary2nd Edition 2006 © HarperCollins Publishers 2004, 2006
Imagine What’s Possible Fundraising Workshop
– November 2015
© 2015 Ignited Fundraising. 12
Craft One Phrase for EachClear Bold
Be Clear & Bold
Use this clear value statement & introduce again: [different partner]
We are _________________
We specialize in working with (or serving)
We help them (to do what?)
Sharing Your Mission Powerfully
Imagine What’s Possible Fundraising Workshop
– November 2015
© 2015 Ignited Fundraising. 13
Stories of Your Impact
Create unforgettable emotional connections
and Empathy
Remember This
Sympathy creates distance
Image Source: Crusty Dolphin, Flickr
Remember This
Empathy creates connections
Image Source: Liesl Marelli, Flickr
Imagine What’s Possible Fundraising Workshop
– November 2015
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Mission MomentsLori’s Definition:
“Any short, inspirational, example of how your organization is making an impact.”
Must be about a real person.
Could be a donor, client, staff, volunteer, board member or others.
Mission Moments
http://bit.ly/MissionMomentsFromLori
Your Mission Moment
Imagine What’s Possible Fundraising Workshop
– November 2015
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Knowledge Alone Doesn’t Cause People to Take Action
Toxic Myths About Money
The Flow of Money
Source: Giving USA 2015 Highlights, June 2015
Individuals + Bequests = 80% of charitable giving
Imagine What’s Possible Fundraising Workshop
– November 2015
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“Fundraising consistent with the mission, will always produce enough money.”
~ Lynne Twist
Three Toxic Myths of Scarcity
There’s Never Enough
Imagine What’s Possible Fundraising Workshop
– November 2015
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More is Better
That’s Just The Way It Is
The Question is Not: “How Do We Get Money?”
Imagine What’s Possible Fundraising Workshop
– November 2015
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The Question IS: “What Is our Relationship With Money?”
Fundraising
Is a call to conversation andto relationship.
Not just a transactional action.
Need = Something Missing
Imagine What’s Possible Fundraising Workshop
– November 2015
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Funding Gap
What you project in expenses minus what you receive from gifts you’ve received, government, fees for service, United Way and other known
sources.
Funding Gap
Money Conversation
Successful individual fundraising programs keep the “money” conversation visible to allow transparency & encourage widespread participation.
Tickets cover less than ½ of production costs. Thank YOU, our donor partners, who help close the gap so we can deliver more fabulous performances!
Do you know? Share it if you do.
Your Funding Gap
Imagine What’s Possible Fundraising Workshop
– November 2015
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Message Pyramid
Why you exist: The need for your organization
Your Money Story
Program messages
One Person Example
Understanding comes from the
top down
Conversations come from the
bottom up
Other “Gap” Messages
Volunteers?
Board members?
Materials or equipment?
Visibility?
Yours?
Sharing Your Funding Gap = Sharing Your Money Story
Imagine What’s Possible Fundraising Workshop
– November 2015
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Sharing People Stories
Blend Your People & Money Story
Ste
p 1
Learn Your People Story
Ste
p 2
Learn Your Money Story
Ste
p 3
Combine Both Stories & Tell Others
Asking For Gifts & Staying Relevant
Imagine What’s Possible Fundraising Workshop
– November 2015
© 2015 Ignited Fundraising. 22
Clear, Bold Communication is The Secret to Success
1. Tell Your Story - Introduce
2. Asking - Invite Action
3. Maximize Relationships - Stay Relevant
4. Managing Data - Success Measures
Powerful Contributions Are Made
Image Source: Center for Victims of TortureImage Source: Beyond the Square – Iowa River Hospice Quilter
…When people see that the work you are asking them to fund really
makes a difference.~ Lynne Twist: Fundraising From the Heart
Communication Must Share
How Money Given Brings Joy
Imagine What’s Possible Fundraising Workshop
– November 2015
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70% of Donors Say*
The value of their 1st
gift is considerably less than could have made at the time you asked.
For 2 reasons.
* Source: Penelope Burk, Donor-Centered Fundraising
1. I didn’t know enough about what you would use the money for…or why you really need it.
2. That’s all you asked for.
Donors Give Less Because
1. Includes listening.
2. It’s personal.
3. Provides meaningful feedback both ways.
4. Shares messages others will want to share.
Communication
Imagine What’s Possible Fundraising Workshop
– November 2015
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Treat Supporters Insiders
Increased Giving from Individuals
1. Ask for larger gifts
2. Visit donors in person to find out more about them & their giving capacity.
3. Ask – in person.
4. Throughout the year: show the impact of a larger than average gift.
Fundraising & Development
Imagine What’s Possible Fundraising Workshop
– November 2015
© 2015 Ignited Fundraising. 25
Fundraising
The raising of assets and resources from various sources for the support of an organization or a specific project.
~ Source: AFP Fundraising Dictionary,
(Association of Fundraising Professionals)
The total process by which an organization increases public understanding of its mission and acquires financial support for its programs.
~ Source: AFP Fundraising Dictionary, (Association of Fundraising Professionals)
Development
7 Ways To Participate In Fund Development
Without Asking For Money
Imagine What’s Possible Fundraising Workshop
– November 2015
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Ways to Participate in Development
1. Make a personal financial gift.
Ways to Participate in Development
2. Invite others TO GIVE time, talent, or stuff. And for some, even money.
Ways to Participate in Development
3. Act as an ambassador & advocate. Really.
Imagine What’s Possible Fundraising Workshop
– November 2015
© 2015 Ignited Fundraising. 27
Ways to Participate in Development
4. Thank recent happy donors
Thanking: Timing is Critical
Board Thank You Calls
Source: Donor Centered Fundraising, Penelope Burk & Cygnus Research
Imagine What’s Possible Fundraising Workshop
– November 2015
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2 years later...70% retained
Source: Donor Centered Fundraising, Penelope Burk & Cygnus Research
Create a simple system to make thank you calls & know your donors.
You WILL raise more money & create loyal donors.
Build A Relationship for Loyalty
Ways to Participate in Development
5. Raise awareness: Share a people story that paints a clear picture about your impact.
Imagine What’s Possible Fundraising Workshop
– November 2015
© 2015 Ignited Fundraising. 29
Ways to Participate in Development
6. Raise awareness: Share updates about your money story. Explain how a gift makes a difference for one person.
Ways to Participate in Development
7. Create a culture where peers hold each other accountable
Visual Displays & Dashboards
Imagine What’s Possible Fundraising Workshop
– November 2015
© 2015 Ignited Fundraising. 30
Clear, Bold Communication is The Secret to Success
1. Tell Your Story - Introduce
2. Asking - Invite Action
3. Maximize Relationships - Stay Relevant
4. Managing Data - Success Measures
Accountability = Success
Accountability
“…being held responsible for one's actions…by others or yourself.”
Imagine What’s Possible Fundraising Workshop
– November 2015
© 2015 Ignited Fundraising. 31
Four Necessary Ingredients for Holding People Accountable:
1. Establish clear expectations;
2. Prepare people to meet those expectations with needed training and support;
3. Monitoring performance , and
4. Attach consequences to the results
Make It Easy To See What To Discuss and Where to Take Action
Source: Blue Avocado A Nonprofit Dashboard & Signal Light for Boards
Your Organization Name HereGovernance Scorecard
What else?
Imagine What’s Possible Fundraising Workshop
– November 2015
© 2015 Ignited Fundraising. 32
Donor Data Updates
Donor Data Updates
Donor Retention
It takes 4 ½ times the resources, staff and effort to get a new
donor as it takes to get a renewal.
Imagine What’s Possible Fundraising Workshop
– November 2015
© 2015 Ignited Fundraising. 33
Fundraising
Deep, profound, relatedness
Impossible
Imagine What’s Possible Fundraising Workshop
– November 2015
© 2015 Ignited Fundraising. 34
Imagine What’s Possible
Identify one fundraising or communication goal you are certain it is impossible to accomplish this year.
Impossible
Cass Wheeler, CEO American Heart Association,
From 1997 – 2008
Author of You’ve Gotta Have Heart: Achieving Purpose Beyond Profit
in the Social Sector
Create Your Mini-Action Plan
Imagine What’s Possible Fundraising Workshop
– November 2015
© 2015 Ignited Fundraising. 35
Create HealthyHabits That To Cause Donor
Engagement and more Fundraising
Dollars
Where To Focus Your TimeOn a plan that causes you to:
• Really know key supporters
• Share clear messages
• Hold yourself & others accountable
• Continually invite participation
Sample Goals
Imagine What’s Possible Fundraising Workshop
– November 2015
© 2015 Ignited Fundraising. 36
Create Your Action Plan
In Pairs Share
• The one or two strategic goal & actions you chose to work on back at the office.
• By when do you plan to begin?
• Who is the team leader?
• Be sure the target and measures are clear.
LJacobwith
@LJacobwith
Fire Starters Blog:http://bit.ly/blog-ignitedfundraising
Free Resourceshttp://bit.ly/freeresources-if
Resources & Staying Connected
Lori L. JacobwithMaster Storyteller & Fundraising
Culture Change Expert
Imagine What’s Possible Fundraising Workshop
– November 2015
© 2015 Ignited Fundraising. 37
“Greatness is not a function of circumstance. Greatness,
it turns out, is largely a matter of conscious choice
and discipline.”
Moving Forward
Share:
One thing you learned
One next step or action
Thank You!Thank You!
Imagine What’s Possible Fundraising Workshop