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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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Hate Fundraising but Love Making Friends? This Book’s for You

April 24, 2015 by Dennis Fischman Leave a Comment

What if joining a nonprofit’s Board meant doing things you love?

Hildy Gottlieb

Author Hildy Gottlieb

Hildy Gottlieb thinks that’s what it should mean. If you’re on a nonprofit Board of Directors and find fundraising next to impossible, run out and get her book  Friendraising: Community Engagement Strategies for Boards Who Hate Fundraising but Love making Friends (2nd edition). You’ll be glad!

Very few of us find it a thrill to ask people for money (and they are mostly on staff, not on the Board). But many of us like to:

  • Learn more about how our favorite organization changes lives
  • Have coffee with a friend and catch up on what we’re doing
  • Write a letter to the editor
  • Interview a local leader about community needs
  • Have a party!

We in the nonprofit sector sometimes shy away from the things we love. We have the puritanical attitude that if we’re having fun, we must not be doing the right thing. It’s time to get over that–for ourselves and for our our Boards.

The 89 strategies that Hildy suggests in Friendraising are not frills. They are necessities! Each of these enjoyable activities is also vital for building the relationships that bring you suggestions, volunteers, partners, and money.

The book includes brainstorm sheets that will help Board members think of people–and not just “rich people”–they could be turning into friends of the organization, and sample questions to ask. It also offers many charming examples from Hildy’s own experience creating the first Diaper Bank in the country. Her stories will inspire you and show you that you, too, can strengthen your organization by doing the things you love.

Friendraising is the biggest part of fundraising. Share on X As a Board member, this book will help you find a way to make friends for an organization that suits your personality.

If you’re an Executive Director or a Development Director, you can use it to help your Board members become excited, active, and proud. Then “the ask” will be up to you, and it will be easy…because you’ll be speaking to a friend.

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How to Make Your Meetings Happy and Productive: 3 Questions You Can Ask

April 24, 2014 by Dennis Fischman Leave a Comment

We love talking with friends.  We hate going to meetings.  Why?

Too often at meetings and conferences, we’re listening to people we don’t know, talking about an agenda that doesn’t matter to us.

With friends, we can share not only thoughts and plans, but hopes and dreams–the things that make us get out of bed in the morning–the things that make us human.

If only we could invite people to bring their whole humanity to the conference room. But how?  Ask these three questions.

1. How You Got Here

“What is the winding path of your life, that has brought you to the work you do?” Hildy Gottlieb of Creating the Future asks this question at the beginning of every event.

Every time I begin a training or facilitation or even sometimes a keynote address, I ask people to turn to their neighbor and spend a few moments asking and answering those two questions. Every time, the room comes alive with chatter and laughter and gesticulating hands.

Try asking this question at the start of your next Board meeting.  See how happy and productive the rest of the meeting becomes!

2. The Awesome Thing that Happened

Marc Pitman, The Fundraising Coach LLC, begins training sessions with the question “What is something amazing that happened to you this week?”  Hildy Gottlieb asks the same question at the beginning of every Board meeting.  Why?  She quotes Hank Green:

There are two ways to make the world a better place. You can decrease the suck, and you can increase the awesome… And I do not want to live in a world where we only focus on suck and never think about awesome.

If your meetings feel like a great big time suck, start them with awesome.

3. What You Will Remember

You’ve come to the end of your panel, or conference, or meeting, and it was grand.  Really.  But you have phone and email messages and a long to-do list awaiting you.  How do you remember what you learned, and carry the experience into your daily work?

Hildy Gottlieb suggests giving yourself the rare pleasure of reflection.  At Creating the Future:

We ask folks to look over the notes they may have jotted down during the meeting, and to share what in particular stood out for them about the meeting.   It is again very grounding to learn about each other in this way. And it is also a great segue to ongoing email conversations that can carry us through to the next board meeting.

Talking about what matters to you will help you remember.  Listening to what other people care about will help you pull together as a group.  Knowing that you will make time to do both will make your meetings happier and more productive.

Try it and see!

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