Tag Archives: fund development

Board Members Are Not Our Development Directors


In the May 1st online edition of the Chronicle of Philanthropy a headline stated: “Charities Give Boards Little Training in Fund Raising, Study Finds.” I would argue that most board members do not want training in fund raising. They didn’t join our organizations because they wanted to learn how to prospect, cultivate, and make “asks.”

When we try to engage our boards in fund raising, we make a glaring mistake—we talk about it from the organization’s perspective rather than the board member’s perspective. We seek to engage them in organizational fund raising mechanisms and activities that make many members feel downright uncomfortable, reinforcing their aversion. The 2010 BoardSource Governance Index survey shows that the situation (board members and their desire to fund raise) is getting worse.

Board members who succeed in the fund raising effort, inherently see it as a means and not an end. The “end” they are seeking, building a strong relationship between those in their network and the cause they care deeply about, is a place where everybody wins—the donor, the board member, and the organization.

To achieve this win-win, we need to help our boards cultivate three capabilities:

I. Learning their own story about the organization — finely worded messages are great, but board members need to find the organizational stories that are most meaningful to them. This helps them in their own self discovery of why they care about the cause as well as builds their ability to share stories that are personally compelling.

II. Finding their role in building organizational influence — each board member brings their own unique talents to helping the organization build relationships. Instead of forcing members to conform to a fundraising approach, first discover what these talents are and create social situations where they can practice using them.

III. Playing an active role in building their strategy — key to engaging board members in the fundraising effort is creating opportunities for them to shape the case for support as well as the greater strategy they will use in helping the organization build influence.

Client Spotlight: Scholarship America

The following video features Scholarship America’s A Dollar A Day Campaign. I had the good fortune to work with this team on their strategic plan. They are doing amazing work in helping the nation understand the issues students face in accessing, completing and reducing debt associated with education beyond high school.

Nonprofit Participation-Building Strategy: todaysdeeds.org

Recently, Catholic Charities of the Diocese of Saint Cloud launched todaysdeeds.org. This website encourages people to share stories about the good deeds they have witnessed in their community. These stories are then emailed out to friends and family who in turn are encouraged to participate. Creation In Common developed this strategy as part of a comprehensive branding effort for the organization. Please take a visit, share a story, and pass it on to your friends. www.todaysdeeds.org

Bookmark Advisor to Superheroes

Board President to Executive Director: “We’re not a fundraising board.” (Part III)

This post is part three of a three-part series on board/staff collaboration. Go here to read part one and here to read part two.

“What we got here is a failure to communicate” said the Board President slightly chuckling at his own joke.

“Actually, what we have is a failure to listen” the Executive Director answered back.

Time for polite conversation was over. The Executive Director believed that the window for proactive solutions was beginning to close and the door to crisis management was about to open. This organization was heading for trouble. For the past half hour their conversation had gone round and round about how best to engage the Board in fundraising, and more specifically helping to cultivate new donors.

The Board President took a deep breath and began again: “We’re not a fundraising board. That’s the reality…”

“Nor is this Board engaged around our cause.”

“Yes,” only slightly agreeing “but most care deeply about the people we serve.”

“Deeply enough to help us avert a crisis?”

“I don’t know. What do you think we should do?”

“I don’t know.”

The conversation came to a halt. They each looked away from one another. Then the Executive Director decide to try a different approach:

“When you look at our organization, what engages you the most?” he asked.

The Board President was not sure. “There are so many different programs and services we offer. They all do good work…”

“But is there an experience that you had over the course of your tenure on the Board, that makes you think ‘ah, yes that’s why I’m doing this!’”

“That happened early on before I was even on the Board” he began. “I was on a tour of one of the centers and I met a young man who told me a little about his life before he came here. He was doing drugs, dropped out of high school, and started hanging out with a gang. It seemed that the whole world gave up on him and he gave up on himself. He somehow found his way to one of our centers, got a job, was encouraged to stay away from the gang, finished high school and went onto college. What struck me the most is that he could of very easily had been a headline in the newspaper, something I would have overlooked. But there he was standing before me—proof that no life should ever be thrown away.”

“‘No life should ever be thrown away’” repeated the executive director. “That’s a great story. That’s why I’m here too.”

Being completely upfront and honest, the Board President said: “My time on the Board hasn’t lived up to that moment; not that I need to have those kinds of experiences everyday but I really hadn’t thought about that encounter in a long time.”

“We need to change that” replied the Executive Director.

And the conversation begins.

Bookmark Advisor to Superheroes

Revitalize Your Nonprofit’s Identity on a Shoe String




red strings
Originally uploaded by fuzzonce

I am always looking for inexpensive ways to help organizations strengthen their power to engage the public. One of the best ways to do this is by reaffirming your organization’s brand identity rather than trying to create a new one from scratch. This type of overhaul relies more on creating internal clarity rather than spending a lot of money on a new logo, printed materials, and in rare cases a new name. Sometimes we think that we need a bigger billboard (and some organizations do need one), but most organizations who consider themselves a “best kept secret” can get very effective results by taking small yet very important actions that are cost effective.

Here are a few strategies to consider before investing large amounts of resources:

Identify Specific Goals – First off, wanting greater awareness about your work is not a viable goal for a nonprofit organization with limited resources. Your goals need to be very specific. For example: “My organization wants to …

Increase city government leaders’ understanding about our programming offerings;
-or-
Deepen major donors’ understanding about our long range goals;
-or-
Broaden our service reach among families in the Phillips Neighborhood.”

Unspecific goals like “wanting greater awareness” lead to unfocused choices regarding how to use your dollars and create results that are hard to track. On the other hand with specific goals, like those listed above, you are able to locate who your target audience is and track the progress you are making with that audience. More importantly, because your audience is more defined you are able to be creative with how you are going to reach them. A billboard will probably not be very effective with city government leaders, but one-on-one conversations with specific leaders in that group will be.

Get Specific about Your Message – If you have read some of my past articles, you know that I harp on this time and time again. If you want to reach your audience, you need to provide them with a message that is meaningful to them not just meaningful to you. A good message positions the unique value you deliver in terms of the beliefs that you and your audience hold in common.

Tag for Value – Your tag-line, second only to the organization’s name, is the widest key message that will be conveyed to your public. Most organizations choose a tag-line to further explain what the organization does. I think it’s more important to convey a message about the value you create for the community, so that people know what you deliver when you deliver it.

Identify New Colors – A new color palette for your identity system can go a long way to sharpening an identity system that has dulled over time. Often, colors become excessively used or begin to mean something that isn’t what you want to convey. Consider changing them if you feel that the look of your type face and any graphic element still conveys what your organization stands for.

Educate. Educate. Educate – Finally, we often find organizations wanting a new identity system because they want to shake up the organization as much internally as they want to have a big splash externally. The real issue here is to educate your board and staff about the organization’s current identity. Help them understand the unique value the organization is delivering to the community and the unique way you deliver that value. Also, help them develop their story about the organization, not just an elevator speech they can memorize, but a personal story about the impact the organization is having on the community.

The financial difference between needing a new identity system and refreshing an already existing one is huge. By considering these strategies, you can begin to think through what you really need and strategize how to use your resources more effectively.

If you are interested in Creation In Common helping you identify what you need to address with your organization’s identity, go here for more information on our free Nonprofit Branding Needs Assessment.

Bookmark Advisor to Superheroes

Summer: A Time to Strategize

starthrower I often think about a special moment with my collaborators, Dana and Padraic. We had given ourselves two days to develop a plan. Two whole days to do nothing but imagine what we wanted to accomplish and envision how to make it happen. It was time well spent. What emerged in that short period of time has guided us for the last eight years.

This is why we have assembled a Strategy Intensive this summer for nonprofit organizations. An intense and focused time, without distraction, to build an individual donor fundraising plan. We see this as an opportunity to bring together groups of organizations to work together to share and refine strategies as well as to further deepen our understanding of how each individual organization add so much to whole.

Go here to learn more abou the workshop. It will be based in Saint Paul, MN but we are encouraging folks from all over to come and join us for what will be a very productive and fruitful two days. I don’t think we should underestimate what can emerge from having time to plan.

Bookmark Advisor to Superheroes

Fundraising Roles — Cast Board and Staff in the Right Parts!

Fundraising RolesYou can’t get anyone to do anything, if they don’t want to. Especially when it comes to fundraising. But you can help people play to their strengths.

Fundraising isn’t a solitary act, its a process that requires a group of individuals to play multiple roles and work together toward the same goal. The above chart identifies these roles. The secret is to spend time figuring out the right casting. This requires us to observe our board and staff in action, to talk to them about what they enjoy doing, to observe how they listen to others and well they communicate. Most importantly, we want to engage our board and staff in a way that they feel most comfortable, allowing them to naturally connect to the role.

Bookmark Advisor to Superheroes

Three Steps for Successful Individual Donor Cultivation

Lead Educate Close

We often hear how hard it is to ask for money, but rarely does anyone tell us how hard it is to generate donor prospect leads or to educate those prospects. In fact, if you are successful at generating leads and educating them– closing becomes the easiest part. We have been using the above model as a simple way of explaining successful individual donor cultivation. Here is how it works:

Lead Generate — Your fundraising strategy needs to include ways to introduce your cause to different target audiences. Here, volume counts. You want to find opportunities that allow you to give a brief overview of your cause as well as give your audience the opportunity to opt-in and learn more about your organization’s work. Most importantly, these are opportunities to make a connection and that is done by meeting your audience where their in terms of their values and beliefs  as opposed to trying to push lots of information at them. The goal here is to make a connection, listen, and give them an opportunity to continue the relationship by opting in for an experience to educate them about the organization.

EducateOnce your prospect has opted-in you can begin to educate them about your organization. We have a few rules here. Again, don’t overwhelm. Use a story to illustrates the specific value your organization creates, rather than giving them a laundry list of programs and services. Also, make the case. Do this by telling your audience what you intend to accomplish in the future in terms of the community impact you wish to have. The goal here is to educate them, but also to learn about how your audience relates to your cause.

Close – By this point, you should know enough about your donor prospect(s), that you are ready to position the ask in terms of their interests and the impact that your organization expects to achieve. Here you are making the connection between the two. No matter what the reaction is (yes, no, maybe), it’s important to make sure that you have a follow-up plan. This allows the relationship to continue, and as long as the donor prospect or donor is willing to continue the relationship, you should always be creating opportunities to educate them.

Bookmark Advisor to Superheroes