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Fundraising Tuesday: How Well Do You Know Your Donors?

May 17, 2016 by Dennis Fischman Leave a Comment

Toyota hybrid alesman

(AP Photo/Shuji Kajiyama)

Who knows your donors better: you, or the companies that sell them cars?

My wife, Rona, was an early adopter of the Toyota Prius. She bought the first model the dealer ever had sitting on the lot. Every five years or so since then, she’s traded in and bought another Prius. And the dealer knows it.

The dealer doesn’t mail her in years 1, 2, or 3 after her purchase. But beginning in year 4, they start sending her teasers about how much she could get if she traded in now.

They don’t advertise Camrys to her. They don’t send her email about Highlanders or RAV4s. They talk to her about what they know she wants to buy–the new Prius–at the time when she’s most likely to buy it.

Does your nonprofit organization know your donors and their giving, the way Rona’s car dealer knows her buying habits?

When Your Donors Give

A lot of donors give once a year, in November or December. That may be because your organization only asks them once a year. I’ve suggested you should try asking for donations more often. See what happens!

But if you are among the one-third of nonprofit organizations who ask at least every few months, you don’t have to guess. You can look at your donor’s track record. If you’ve been sending Debbie Donor letters every season for three years, and Debbie only ever gives in September, does it really make sense to send her those other asks?

Your donor's behavior is telling you something. You ought to listen. Share on X

Of course, what the donor is telling you may be, “I’ll give to your organization for general support once a year.” That means if you ask her for money at other times, it had better be for something special.

  • Does Debbie care about sending kids to summer camp? Then a letter in early June might do the trick.
  • Is she worried about low-income families freezing? If you’re in New England, February might not be too late for that kind of appeal.

What They Give For

How do you know what your donor cares about? You call and ask. You send surveys. You look for her name on the lists of donors to other organizations.

A little detective work will make sure you ask for donations when the donor is ready to give and for the good work he or she actually wants to support. You don’t have to promise to use the money exclusively for that purpose–but you do have to bring the results the donor wants to achieve to the top of your donor’s mind.

Otherwise, you’re peddling a truck to someone who wants a Prius.

 


Need help figuring out how to ask for donations at the right time, for the right cause? Email me, dennis@twofisch.com, to set up a free consultation. Because it’s more expensive to send out hundreds or thousands of appeal letters that don’t work than to get expert advice.

 

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Fundraising Tuesday: What Do You Call a Donor?

May 10, 2016 by Dennis Fischman 2 Comments

keep calm what's my nameHere’s a question you may already have faced: You have a donor in your database and you don’t know their gender. When you send them mail, what do you call them?

a) Dear Friend
b) Dear Mr. Lastname
c) Dear Ms. Lastname
d) Dear Firstname

It’s a tricky one, isn’t it? You can’t always tell people’s gender from their first name.  Is Robin a man or a woman? How about Dana?

And “first name” is not always the same as “personal name.” If you have a Chen Shih Huang on your donor list, do they use the Chinese practice of putting the family name first?  Then calling them “Dear Chen” is like calling me “Dear Fischman.” (Please don’t!)

I asked a group of nonprofit consultants what they thought about salutations.  I found out that people I respect have different opinions on this. Let’s look at each approach.

Why You Might Say “Dear Friend”

Option A) is quick and easy. You don’t have to match the letter to the envelope with the same name on it (or be embarrassed when you send the letter to the wrong name!)

You can also make it a little more personal without naming names, as Susan Ruderman of Veritas Information Services suggests:

For example, if you are an animal welfare organization, try “Dear Fellow Animal Lover.” Or a civil liberties org might use “Dear Defender of Freedom.” When all else fails, use “Friend” with the organization’s name: “Dear Friend of the Toledo Zoo.”

Still, this was the LEAST favored option in the group, and I understand why. It starts your donor thinking, “I gave them money, and they don’t even know who I am? How important can my donation be?” And that’s deadly–especially when you are trying to renew donors.

Why You Might Say “Dear Mr. Lastname” (or “Dear Ms. Lastname”)

Options B) and C) have the advantage of not getting too personal with someone you don’t really know yet. Many donors (especially older donors) might agree with Jane Savitt Tennen, Development Director, FDU School of the Arts at Fairleigh Dickinson University: “When a stranger writes to me as ‘Dear Jane,’ it feels too weirdly familiar.”

You can do research and try to figure out the person’s gender, and even which is their family name and which is their personal name. Google the person for clues, as Mary Cahalane of Hands-on Fundraising does sometime, or use an online name directory to find out which gender the name is most commonly linked with.

But there are multiple problems with the “Mr. or Ms.” approach as well. As Hildy Gottlieb of Creating the Future points out:

We live in an age where people do not always take their spouse’s name when they get married, or may not even be married but are long-time partners. Which means that no, I am not Ms. My-husband’s-last-name, even though that’s what your records say.

Name directories also don’t help you much with women’s names like Toni or Freddi. They don’t at all address the question of people who use non-gendered titles like Mx. (instead of Mr. or Ms.), as Jane Garthson mentioned to me.

And Jessica Dally, Director of Marketing at South Sound Motorcycles, speaks for a lot of us, especially younger donors, when she says, “Don’t ever assume that gender would fit into the binary of B or C. We’re not in that era anymore.”

Why You Might Say “Dear Firstname”

Option D was the favorite of most of my colleagues, and it’s my favorite too. It avoids having to guess at a person’s gender (which is usually something that matters to people a lot).

It is more personal…and for everyone who resents the familiarity, there are probably two who would find formality cold.

It does not solve the problem of knowing which is the personal name and which the family name. It also doesn’t tell you whether you should write to your donor Mary Ann Thomas with a “Dear Mary” or a “Dear Mary Ann.”

Is There a Better Option?

Some of my consultant friends favor an option e), which is to call people by their full names. Not Mary. Not Mary Ann. Not Ms. Thomas. They would write, “Dear Mary Ann Thomas.”

If you want to avoid making mistakes, using a full name is probably your best guarantee. As long as the data in your database is correct, your salutation won’t say anything wrong. But it doesn’t seem right, either. To my ears, using all three names sounds more like you’re taking roll than addressing a letter to a friend and supporter.

Talking about what to call our donors with my consultant friends has convinced me that Isaac Shalev has it right: “Stop mailing people if you don’t know the first thing about them, and get to know them instead!” I’d follow Susan Ruderman’s advice:

Include a field–whether online or on paper–that allows people to specify how they wish to be listed or acknowledged. Sometimes what people choose is nothing at all like the concatenation of honorific+firstname+lastname.

If your donors have a sense of humor, you might follow the model that Ken Wyman, Professor of Fundraising Management at Humber College, suggests:

Dear Dennis Fischman,

Not to be too forward, but may I call you Dennis? You can certainly call me Ken, and I hope you will call me to talk about….

And then on the reply form, let the donors tell you.


Please call me
[]Mr []Ms []Mrs []Miss []Mx
[]Dr []Rev. []Rabbi
[]Sergeant []Captain []Lieutenant []Admiral []POTUS
[] Ken
[]Other ______

 

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Fundraising Tuesday: How Often Should You Ask?

April 19, 2016 by Dennis Fischman Leave a Comment

You've got mail!When people find out I consult to nonprofits about their communications and fundraising, they usually ask me one of two questions.

One is, “Which social media should we use?” The other is, “How often should we ask our donors for money?”

The best answer is, “It depends on you and your donors.” You want to adopt a Goldilocks strategy: not too much, not too little, just right.

And that depends on what your donors prefer–and how well you can write an appeal letter that puts your donors front and center.

“Same Time Next Year” is Not Enough

If your nonprofit is asking for money only once a year, however, chances are you’re leaving money on the table…and losing donors.

Most nonprofits are asking for money more than once a year. Kivi Leroux Miller’s survey found that about a third of organizations are sending fundraising appeals by direct mail every few months, or more frequently! Another third are sending at least twice a year.

If you’re mailing once a year, other organizations are tapping donors’ charitable impulses when you’re not even looking.

Find Out for Yourself

You can determine how often you should ask: by testing.

Not by asking your donors. “Because how people say they’ll behave is often quite different from the way they’ll actually behave,” as Claire Axelrad points out.

Years ago there was a famous door-to-door study where survey researchers knocked on people’s doors and asked them what magazines they read. Wanting to look “smart” people answered with things like “Time” and “Life” and “The New Yorker.” Then researchers looked in their trash cans. They found all sorts of “junk” and “gossip” literature that none of the respondents mentioned.

Donors say the best way to raise money from them is to mail once a year. But there is a reason that the 2016 Nonprofit Communications Trends Report found that most nonprofits are mailing twice or four times a year instead. It works, for most!

Consider making 2016 an experiment. If you’ve previously mailed an appeal letter only at the end of the year, try adding a spring or fall appeal. If you’ve sent out two, try upping it to three or four. See what happens!

Can You Mail Too Often?

Does three or four appeal letters a year sound like too much? Claire Axelrad tells us, “Large organizations who’ve done this testing are now mailing monthly, with 3 – 4 emails in between! Is this right for you? The only way to know is to test it for yourself. However, it’s not a bad place to begin.”

If you’re a large organization, that is! Smaller nonprofits may find it a big investment of time and money to send out the ideal appeal letter two, three, or four times a year. I’d urge you to make the investment, however. It’s how you’ll find out what works for you.

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