Jump Start Your Individual Giving
3 likes1,134 views
The document outlines strategies for enhancing individual giving in non-profit organizations, emphasizing a shift from traditional fundraising to donor-centered fund development. It discusses the importance of the donor relationship continuum, which includes identifying, cultivating, acquiring, and stewarding donor relationships for increased engagement and support. Additionally, it highlights the need for personalized approaches and effective stewardship to retain and upgrade donor contributions.
Jump Start Your Individual Giving
- 1. Jumpstart Your Individual Giving! 2013 Non-Profit Boot Camp LISA HOFFMAN • COACH • CONSULTANT October 10, 2013, 1:40 PM-2:55 PM
- 2. Jumpstart Your Individual Giving! What are your expectations? Lisa Hoffman Coach Consultant www.lisahoffman.net
- 3. Jumpstart Your Individual Giving! Our time together… The “new normal…” Our strategic lens Key individual giving tactics Your questions! Lisa Hoffman Coach Consultant www.lisahoffman.net
- 4. What is the New Normal? Focused giving: fewer organizations, larger gifts… Impact: “We do good work” not good enough… Work smart: “99%” works harder to raise money… Lisa Hoffman Coach Consultant www.lisahoffman.net
- 5. What is the New Normal? Real engagement: Generations X – Y – Millennials… Social networking! Lisa Hoffman Coach Consultant www.lisahoffman.net
- 6. What does that mean for success? Move from: Fundraising to fund development Organizational to donor-centered Separate tactics to relationship continuum Lisa Hoffman Coach Consultant www.lisahoffman.net
- 7. What is the donor relationship continuum? Integrated activities that create/deepen relationships with donors: Lisa Hoffman Coach Consultant www.lisahoffman.net
- 8. What is the donor relationship continuum? Identify: find new potential donors at every level Cultivate: individualized relationships with potential major donors steady communication with community donors Acquire: successful ask! Steward: take exquisite care of donor relationships Lisa Hoffman Coach Consultant www.lisahoffman.net
- 9. Identify! Board, staff – culture of giving Website Social networking Events What else? Lisa Hoffman Coach Consultant www.lisahoffman.net
- 10. Cultivate! Major donors: Individual plans Active management Always moving towards deepening relationship Lisa Hoffman Coach Consultant www.lisahoffman.net
- 11. Cultivate! Community donors: Social networking E-blasts, e-newsletters Events Engagement, whenever possible… Lisa Hoffman Coach Consultant www.lisahoffman.net
- 12. Acquire! Major donors: Individual, face-to-face Right asker Transformational invitation Lisa Hoffman Coach Consultant www.lisahoffman.net
- 13. Acquire! Community donors: Mass campaigns Email Direct mail Social networking Events Bolster with phonathons What else? Lisa Hoffman Coach Consultant www.lisahoffman.net
- 14. Steward! What is the best way to insure a donors next gift? Thank them exquisitely, multiple times! Lisa Hoffman Coach Consultant www.lisahoffman.net
- 15. Steward! Major donors: Personal thank you letter Handwritten note Phone call Thank you event/activity What else? Lisa Hoffman Coach Consultant www.lisahoffman.net
- 16. Steward! Community donors: Thank you letter Email describing impact of community support Annual or semiannual phonathon Community appreciation event What else? Lisa Hoffman Coach Consultant www.lisahoffman.net
- 17. Steward! Why is stewardship critical? Remember new normal: focused giving Easier, less expensive to retain donors Continuing donors more likely to upgrade What else? Lisa Hoffman Coach Consultant www.lisahoffman.net
- 18. Jumpstart Your Individual Giving! What happens next? Continuum continues… Lisa Hoffman Coach Consultant www.lisahoffman.net
- 19. Jumpstart Your Individual Giving! Bibliography Books Achieving Excellence in Fund Raising, Henry Rosso; including planned giving, endowment and more. Beyond Fundraising, Kay Sprinkel Grace; Inspirational and practical guide on moving from fund raising to fund development. The Board Building Cycle, www.Boardsource.org; Everything an organization needs to recruit and orient board members effectively with clear expectations. Fund Raising for Social Change, Kim Klein; From grassroots to major gifts, a practical and accessible roadmap to effective fund development. The Networked Nonprofit, Beth Kanter and Allison Fine; A fascinating and pragmatic look the many opportunities offered by engaging in an interconnected web of networks, including how to create and skillfully navigate such a web What else? Lisa Hoffman Coach Consultant www.lisahoffman.net
- 20. Jumpstart Your Individual Giving! Bibliography Websites/Blogs/E-newsletters Beth's Blog, Beth Kanter; http://www.bethkanter.org/welcome/; Everything you need to know about social networking and nonprofits. TechSoup; http://home.techsoup.org/pages/default.aspx; Resources for every aspect of technology and e-communications. Thelar Pekar and Associates; http://www.thalerpekar.com/client_case.php; Smart tools for messaging and communications featured on this website. Mal Warwick and Associates; http://www.malwarwick.com/; Sign-up for the free newsletter and review back issues for a wealth of information and examples on every aspect of direct marketing and communications, particularly e-strategies, e-mail samples and tactics and more. What else? Lisa Hoffman Coach Consultant www.lisahoffman.net
- 21. Jumpstart Your Individual Giving! What are your key takeaways? Lisa Hoffman Coach Consultant www.lisahoffman.net