fundraising

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Set the Big-Picture Marketing Goals that
Take You Where You Want to Go!

My friend and colleague Kivi Leroux Miller and I have heard so many of you say that your marketing isn’t all it could be. And worse, you don’t know where to start to fix it.

You’re frustrated by how hard you’re working without generating the results you expect, and that your organization needs. Aargh!

So we’ve decided to show you exactly where to start, with setting your goals, in this free 30-minute webinar.
Register Now – Seats are Limited
Monday, May 2, 2011
3:00 – 3:30 pm ET (12:00 – 12:30 pm PT)

When Kivi and I first put our heads together on how to team up to help nonprofits strengthen their marketing impact, marketing planning was at the top of our list.

Join us for this free 30-minute webinar to learn how to set clear marketing goals for your organization. They are the first crucial step towards an ambitious but fully-doable nonprofit marketing plan.

Register now for this free webinar on Monday, May 2, 2011, at 3:00 pm Eastern (Noon Pacific).

Seats are limited so register today.

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Nancy Schwartz on April 18, 2011 in Planning and Evaluation | 0 comments
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We’re thrilled to welcome our newest guest blogger, Kimberlee Roth, one of our valued writers for consulting projects, writer for the Chicago Tribune and The Chronicle of Philanthropy among other publications, and author of Surviving a Borderline Parent. Here’s Kim…

They waste paper, money, time; they’re a project management bear; besides, no one reads them anyway. Know what I’m talking about? Yes (cue scary music): Annual Reports.

With budget woes that have touched us all in some way, it’s hard not to think about the resources and energy that go into producing an annual report. (And to wonder, as The Agitator did recently, “Are Annual Reports Dinosaurs?“)

But I assert that there is value in producing an annual report!

As a writer and storyteller specializing in nonprofit marketing and communications, I can’t help but think annual reports have gotten a bum rap. To me, and to most of my clients, they’re less drudgery than opportunity, satisfying even, to produce. Talk about a fantastic chance to convey not only the personality and zeitgeist of an organization, but its impact.

So many annual reports, though, are bo-ring. Donor lists, numbers served, satellite offices opened, equipment purchased. Me, me, me. Statistics and, often, buzzwords that lack enthusiasm, let alone context or a human face. No wonder the report is draining to produce.

Showing impact — through concise but compelling narratives, vibrant photos and interactive features — is what can excite and engage donors, volunteers, partners and clients. That doesn’t mean dozens of  glossy pages with a snazzy (read: expensive) design. What it does mean is authenticity, effective storytelling and a connection to your organizational strategies — in a welcoming tone that conveys both passion and competence.

This year, when “it’s that time again” and thoughts turn to all that goes into your annual report, don’t forget to focus on what you want out of it. Ask yourself, and your team, these questions:

  • What do we want this year’s annual report to accomplish? (Hint: Keep multiple audiences in mind, not only large donors.
  • What are some ways our annual report can advance our strategic marketing and fundraising goals?
  • How can our annual report complement, enhance and reinforce our other marketing tactics?

And, the $64,000 question:

  • How do we execute — within our budget and in ways that reflect our organization’s mission, personality and marketing and strategic plans — so that it delivers?

You already know my vote; what do you say? Drudgery or opportunity? I’d love to hear your thoughts here!

_______________________________
Readers, here are a few high-impact online alternatives to the traditional printed annual report. Worth some thought!

BTW, master fundraiser Tom Ahern is 100% aligned with Kim: “Think of your annual report as a once-a-year golden opportunity to deeply connect with your customers’ (i.e., donors’) feelings, dreams, aspirations, hidden and sometimes even embarrassing needs — like the need to be liked; or the need to do something good in the world, a need as common as the air in our lungs,” he says.

P.S. Get in-depth case studies, templates and tools, and guidance for nonprofit marketing  success — all featured in the twice-monthly Getting Attention e-update. Subscribe today.

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Guest Blogger on March 30, 2011 in Annual Reports | 8 comments
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What is the place of nonprofit communications in the wake of disaster, particularly when this most recent crisis of epic proportions—the March 2011 earthquake and tsunami disasters in Japan—is rightly dominating our minds and conversations, as well as the media?

For a nonprofit, the answer lies in the way (if any) your organization is involved in the relief effort. The following guidelines derive from an analysis of news of, and fundraising for, recovery efforts around the Japanese earthquake and Pacific tsunami disasters. Note that relief donations are far below those for the Haitian earthquake relief effort, and some groups are questioning whether Japanese relief giving is beneficial or necessary.

It’s likely that your nonprofit is facing one or more of these challenges right now. Read the full article for more practical guidance on how to move your marketing forward, despite the troubled times.

For organizations providing disaster relief services in Japan

  • Make it clear why your organization is well-equipped to help. Be as specific as possible.
  • Communicate broadly, clearly and visually (if possible) about how donations are managed, where they are going and what your organization’s relief effort is achieving.

For organizations fundraising for relief efforts, but not directly providing help

  • Be proactive and specific in conveying the process for distributing donations and where/how/when the money will be spent.
  • Explain why your organization has chosen to get involved as a pass through for donations.
For other nonprofits continuing with fundraising and communications outreach
  • Be sensitive to inappropriate pitches.
  • Relate your work to relief work when relevant—but don’t distort or overstate.

More guidance on communicating in the shadow of the Japanese disaster.

Your Strategies?
What are your strategies for communicating and fundraising productively in the shadow of disaster? Please share your strategies here.

P.S. Learn how to strengthen your nonprofit’s marketing impact with the new 2011 Guide to Nonprofit Marketing Wisdom.

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Nancy Schwartz on March 24, 2011 in Branding and Messages | 2 comments
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I have so much to do but don’t know where to start!

That’s the crucial–but seldom acknowledged or discussed–challenge on which I co-led a vibrant mind meld at the Nonprofit Technology Conference (#11NTC), along with superstars Katya Andresen, Kivi Leroux Miller and Sarah Durham.

We were thrilled at the number and engagement level of the hundreds folks squished in the room. In fact, discussion got so lively we were hushed by the organizer of the session in the next room! That request exemplifies the excitement of the crowd in discussing this stuff and in meeting each other–brainstorming partners in the making!

Katya created these summary slides on the fly as we provided one-minute consulting and participants shared their bright ideas on how to:

  • Get priorities right
  • Balance is crucial between marketing and fundraising efforts, not just within marketing
  • Manage up and build leadership buy-in on priorities you set
  • Balance incoming requests (agency model) when you’re acting more strategically (i.e. you have your own job to do)
  • Do the internal marketing necessary to build support, investment and a team of messengers among your colleagues
  • Cut down your program (hint – don’t cut a channel if it’s working, just scale back your effort)
  • Break up with social media if the ROI isn’t there.

Here are a few other outtakes on the session:

What do you have to add to these bright spots? Please share it here.

P.S. Get a jump start on your marketing planning via the Total Focus Marketing Plan Workshop led by Kivi Leroux Miller and me. Karen and Tara participated last fall with great result! 2011 workshops are scheduled for June 16 in Seattle and October 12 in New York City. Learn more nowthe workshops sold out last year and 2011 seats are going fast!

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Nancy Schwartz on March 23, 2011 in Planning and Evaluation | 0 comments
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Last week I had the opportunity to join three fantastic colleagues to share guidance on this crucial nonprofit marketing challenge at #11NTC (NTEN’s annual conference). And I want to share that guidance with you.

What a pleasure to work with Kivi Leroux Miller of NonprofitMarketingGuide.com; Karen Secular, Communications Director at the Arnold P. Gold Foundation; and Tara Collins, Communications Director at the Watershed Agricultural Council! And what a thrill to have so many focused, sharp, engaged session participants asking questions and sharing their wisdom.

Weaving your loose ends together is a prerequisite to your nonprofit marketing success but remains, for so many of you, a stubborn barrier. Here are two key tools we shared at the session; they are a huge help in getting started with your weaving:

Here are 12 steps to weaving a tight, powerful marketing plan, highlighted by session participants via Twitter:

  1. Moving marketing from support function to a strategic player is the game changer. (@stacyjclinton)
  2. Stop acting as the in-house marketing agency at your org, and take control of the situation (@egratto) A.K.A., “Stop taking the tickets and start driving the bus,” as Tara says.
  3. Only 16% of nonprofits have marketing plans. You need one to make the move to strategic player. (@ksuzj)
  4. A marketing plan is essential because it directs your focus and keeps you on a clearly defined path. (@elimcgon)
  5. However, marketing planning is ongoing series of refining and understanding. Don’t plan more than 1 year out. (@volmatch) Then break it down further to 3-month chunks @wendymarinaccio)
  6. Rule of 3: Identify no more than 3 target audiences for your messages or you risk diffusing your efforts. (@stacydyer)
  7. Meet your audiences where they are (channels and perspectives) (@weinrichc)
  8. Your brand is not just “clothes you wear” (e.g., logo and colors) It’s your organization’s whole personality-the way you walk & talk. (@linzbilks)
  9. Put all of your marketing material on a table; see if there is consistency through ‘em (@weinrichc)
  10. Unless your blog is supporting your brand or a call to action it’s just words. (@ksuzj)
  11. Vital part of mktg planning is outlining every single task down to the nitty gritty – who is doing what when (@volmatch)
  12. Failures are what our successes are built on. (@mkdm, @andystitt829)

If you don’t have a plan, or have one that lives in your head or hopes, is just notes, not formalized and approved, or simply not working, get on it right now! It’ll change your life, and your marketing impact.

Please let me know what’s getting in your way, and I’ll give you some recommendations for pushing through!

For more insights from the session, review the slide deck and crowdsourced notes.

P.S. Get a jump start on your marketing planning via the Total Focus Marketing Plan Workshop led by Kivi Leroux Miller and me. Karen and Tara participated last fall with great result! 2011 workshops are scheduled for June 16 in Seattle and October 12 in New York City. Learn more now–the workshops sold out last year and 2011 seats are going fast!

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Nancy Schwartz on March 22, 2011 in Planning and Evaluation | 0 comments
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I had the incredible opportunity last month to work with nearly 100 of New Zealand’s charities and associations at the first-time Marketing by Association conference. These folks are working hard and creatively, and were an absolute pleasure to speak with!

In addition, I had the fun of being invited to guest on The Breakfast Show, New Zealand’s equivalent of Good Morning America. The focus (and this was the day before the earthquake in Christchurch, New Zealand) was how charities can survive in these tough times. Here’s the video clip of my interview!

P.S. Learn how to strengthen your nonprofit’s marketing impact with the new Guide to Nonprofit Marketing Wisdom.

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Nancy Schwartz on March 15, 2011 in Fundraising: Innovations & Research | 0 comments
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The speed and breadth of the devastation in Japan is astounding. You can follow the story  via CNN or Al Jeezera.

Most importantly, please donate to the relief effort now via one or all of these trustworthy, experienced organizations:

Global Giving - Japan Earthquake and Tsunami Relief Fund (To disburse donations to organizations providing relief and emergency services.)

American Red Cross - Has disaster relief stations in affected regions.

Save the Children – Has worked in Japan for 25 years. Relationships and staff in place to help.

Please help now. Developed countries are frequently overlooked at the time of disaster, but Japan needs our help.

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Nancy Schwartz on March 11, 2011 in Fundraising: Innovations & Research | 0 comments
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I heard about this fantastic opportunity first thing this morning and wanted to get it out to you asap. It’s an incredibly refreshing take on a stale “holiday.”

You already did whatever you’re doing in terms of hearts, chocolates and morning kisses. Here’s what matters more-generosity, and changing our mindset on what that is, and simply practicing it. Creative thinker Sasha Dichter calls on each one of us to take these steps today:

1) Reboot it as Generosity Day: “One day of sharing love with everyone, of being generous to everyone, to see how it feels and to practice saying “Yes.”  Let’s make the day about love, action and human connection.

2) Here’s how:

  • Spend Valentine’s Day being more generous, giving more money, sharing of yourself, being of service.  All acts of generosity, small and big alike, count. But you must say yes to everything asked of you. All day,” says Sasha.
  • It’s a day of practicing saying YES, because doing so will change you and change those around you.
  • Some ideas — Give to people on the street.  Tip outrageously.  Help a stranger.  Write a note telling someone how much you appreciate them.  Smile.  Donate (more) to a cause that means a lot to you.  Take clothes to GoodWill.  Share your toys (grownups and kids).  Be patient with yourself and with others.  Replace the toilet paper in the bathroom.  All generous acts count!
  • As you act generously, and as you witness acts of generosity, please keep folks updated using the #generosityday hashtag or post on www.facebook.com/generosityday

3) Move from the one or few, to the many – to create connectedness and community by being generous.

Please join me in this powerful day and share it with your own community! Practice makes perfect.

P.S. Generosity has karma-this is the way to move your org’s issues forward.

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Nancy Schwartz on February 14, 2011 in Fundraising: Innovations & Research | 1 comment
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2011 Guide to Nonprofit Marketing WisdomThank you for all of the questions, stories and feedback you share with me. It’s your input that makes it possible for me to cover what you need to know to increase your nonprofit’s marketing impact!

You were particularly generous last December, when I asked you to share your most important nonprofit marketing lesson or key principle learned — either from hard knocks or new found success — in 2010.

Now, drawing from your submissions, I’ve compiled the first-ever Guide to Nonprofit Marketing Wisdom featuring 127 lessons learned from your colleagues in the field. Get this free guide now to be inspired and guided!

Here’s just a hint of the practical, tested direction you’ll get from your peers in the field:

  • Make professional development and continuing learning a priority – and protect the time.
  • When pricing out an item or service, call at least three vendors. This may take a few more minutes of your time, but you will save hundreds, even thousands of dollars. We’ve been able to save so much money on production costs for printing, photography and web design, by taking the time to incorporate this.
  • Test, test, and test… before any campaign gets launched. Given the complexity of the tools today, and the speed with which we invariably put things together, errors do get made and you want to be the one to find them, not the people you’re hoping to engage!

This is your opportunity to learn from the experts to achieve stronger results in 2011:  Dive into your 2011 Guide to Nonprofit Marketing Wisdom now.

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Nancy Schwartz on January 26, 2011 in Strategy | 1 comment
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Dear Nancy,

Our organization is preparing for a new structure in which it’s likely that Communications and Resource Generation (Fundraising) will become one department.

Do you have any advice as to implementing change from separate departments into one that lead to staff buy in as well as growing cooperation? Have you experienced any of these mergers where the department heads became Co-Directors? Some of the staff are very concerned about someone from RG leading the department. They feel it will lead to RG issues trumping the “prophetic voice” role of communications. Or that only stories favoring fund-raising efforts will get attention.

All the best,
Larry Guengerich, Communications Coordinator
Mennonite Central Committee East Coast

Dear Larry,

Your concern is a common one. In fact, the marketing-fundraising divide — whether these teams are joined in a single department or not — is one of the most common challenges nonprofits must tackle.

The real issue that the Committee is facing, no matter which team leader heads the new department, is that your marketing and fundraising teams are not productive partners.

Unfortunately, that’s the situation in most nonprofits where a single person doesn’t wear both hats. As fundraising expert Mal Warwick told me recently, when marketing and fundraising teams stand firm in their respective corners, the disconnect becomes a huge obstacle to building strong relationships with your organization’s community and raising money.

But there are ways to surmount this obstacle. Fairleigh-Dickinson University (FDU) succeeded in doing so via a deliberate, well-articulated re-structuring. I’ll tell you more about its approach in a moment. But first, here is my recommendation for a four-step process to bring marketing and fundraising into a productive partnership, supplemented by insights from some of the best fundraisers and nonprofit marketers I know.

  1. Start at the top. It’s the only hope for a strong marketing-fundraising partnership.
  2. Articulate shared priorities to serve as the core of a common agenda.
  3. Identify what’s working—from each “side”—and do more of it.
  4. Build on real, compelling success stories, well-honed and widely shared and discussed as the glue of your fundraising and marketing conversations.

Larry, breaking down the wall between marketing and fundraising is the only path to success on both fronts. I urge you to start today.

As a first step, I suggest you and your colleagues read this guide to a productive marketing-fundraising partnership, including details on the four steps to success and the Fairleigh-Dickinson case study.

Please report back on the outcome of this shift, Larry. Your experience will pave the way to more productive partnerships. Thank you!

Readers, what are your strategies to strengthen the marketing-fundraising partnership in your organization? Please share them here with the Getting Attention.org community.

P.S. Learn how to strengthen your nonprofit’s messaging with the all-new Nonprofit Tagline Database and 2011 Tagline Report.

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Nancy Schwartz on January 19, 2011 in Fundraising: Innovations & Research | 1 comment
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