The bricklayer parable and nonprofits

June 17, 2021

Filed under: About My Work,Human Resources,Leadership — jonathanpoisner @ 1:29 pm

An Executive Director working for a former client recently invited me out to have lunch at a park and then go kayak on the river with her.  We spent most of the lunch talking about the organization’s challenges and the potential role an upcoming strategic planning process could play in meeting those challenges.  

Then we went for our paddle.  Just a short one, about 40 minutes.

The Tualatin is a gentle river in a suburban area, but we saw (and heard) some lovely birds and this turtle sunning itself on a log.  

Despite the short amount of time involved, the experience was enough to get my brain recharged and think about the incredible role that rivers can play in improving our communities, which was well-timed given one of my current clients is entirely focused on watershed protection.   Thanks Jan! 

In thinking about the experience, I was reminded of the parable of the three bricklayers and the importance of nonprofit leaders taking steps to ensure they don’t lose touch with their deeper purpose.

This is a variation on a famous parable that supposedly was first told by Christopher Wren, in 1671, while he was serving as chief architect for the rebuilding of St. Paul’s Cathedral in London.

A woman was walking down a street and came across someone laying bricks.  The first bricklayer was dejected and doing a sloppy job as they laid bricks on top of each other.  The woman asked the bricklayer: “what are you doing?”

The first bricklayer’s answer: “I’m putting bricks in a row and then putting another layer of bricks on top of them.”

Further down the street, the woman came across a second bricklayer.  This bricklayer was workmanlike – doing their job in an apparently competent manner. 

The woman asked the second bricklayer: “what are you doing?”

The second bricklayer’s answer: “I’m building a wall that will form the side of a building.”

As the woman walked even further down the street, she came across a third bricklayer.  This bricklayer was whistling as they worked, obviously happy, as they methodically and competently put bricks together in rows, mortared them, and slowly built upwards.

The woman asked the bricklayer: “what are you doing?”

The third bricklayer’s answer: “I’m building the wall of a hospital that will save people’s lives.”

Is it any wonder that the second bricklayer was more productive than the first, and the third was most productive of all? 

The first was given a task, but had no purpose. 

The second had a purpose, but it was shallow. 

The third had a task, a purpose, and the purpose was framed in a deeper way that could arouse passion.

So how does this apply to nonprofits?

Almost always, small, new nonprofits are like bricklayer three.  They are founded around a purpose and that purpose tends to remain front and center as the team is built and tasks are divided up.  Executive Directors who are founders are particularly like bricklayer 3. 

Yet, over time – whether the organization grows or not – nonprofits often wind up treating their staff, board, and other volunteers like bricklayer 2, or even worse bricklayer 1.

I saw this repeatedly when I was an Executive Director interacting with other organizations, and I see it sometimes as well as a consultant. 

As organizations grow, there is a tendency to focus on specific duties or tasks that need to get done at the expense of the mission.  This is particularly true on the organizational capacity side of the equation. 

It’s easy to stay focused on the purpose when you’re doing the programmatic work of your nonprofit that directly advances the mission.  It’s harder to say focused on the purpose when you’re working on board governance, or fundraising, or information management systems.  

These are the “bricks” that form the foundation of the organization, so it’s easy to get caught in the trap of focusing on the process of laying bricks or the fact that it’s a “foundation.”

Yet, in failing to keep your deeper purpose front and center, groups are likely to go off course as they lose some of the passion essential to fuel volunteer and staff activity. 

Here are a few examples. 

Your board is asked to raise money.  You pay a great deal of attention in training them to the mechanics of raising the money and the need to hit certain financial goals.  Yet, if the staff doesn’t repeatedly tie those financial goals back to the purpose as it talks to the board, the board is less likely to go the extra mile to ask their friends for money. 

I’ve seen the same situation happen with staff playing a non-program role.  Whether they’re doing your human resources, your database management, your accounting, or any of the myriad of other tasks that go into a medium or larger sized nonprofit, it’s easy to fall into the trap of training them in isolation on just their own jobs.  Many nonprofits can find competent administrative staff to “lay bricks.” 

Yet in my experience, administrative staff who’re repeatedly shown how their work is critical to your deeper purpose, are stronger performers.  It may take a little extra time up-front to consistently keep the purpose front and center, but the payoff is almost always worth it.  They will work harder and are less likely to leave for another job. And they will be more creative in finding ways for their work to better support the programmatic work. 

How about volunteers?  

A great deal of my experience managing volunteers is in the election context, so my example will lie in that realm.  Election volunteers are asked to step out of their comfort zone to talk to strangers at the door or on the phone on behalf of candidates or issues.  

In the election context, I repeatedly found that enthusiastic, repeat volunteers emerged most often when they were informed not just about the task at hand (the phone bank – bricklayer 1), and not just about the campaign (the phone bank as key to winning the election – bricklayer 2), but also the underlying purpose (the phone bank as key to winning the election so the candidate can lead on policies that save lives from dangerous levels of pollution — bricklayer 3).

So what are some management techniques leaders can use as a manger to avoid going off course by losing touch with your deeper purpose?

Three techniques come immediately to mind:

First, get really good at talking about your organization’s fundamental purpose, whether you call that your mission or otherwise.  Make sure this is about underlying values and not first-order impacts. Keep talking about it.  Just because you think everyone’s heard you talk about it before, don’t be shy about bringing it up again (and again!) to reinforce the message.

Second, make sure the agenda for any significant meeting and the talking points for any presentation have some time set aside that connects the topic at hand to your deeper purpose.  Even if you think everyone attending already understands your purpose, consistently reminding people of that purpose when they’re together as a group is a powerful way to build community and teamwork. This could be as simple as sticking your mission statement at the top of board meeting agendas or adding a 5 minute agenda item to every board meeting where you can share one success story that ties back to your purpose.

Third, as you grow, don’t completely silo those people who perform largely administrative or capacity building functions from your program work.  They should be part of staff meetings or retreats that are focused on the mission-focused work. As you hire, train, and supervise these staff, make sure you find ways to continually connect them to the purpose.

In the end, of course, some people are going to naturally think like bricklayer 1, just as others are naturally going to think like bricklayer 3.   But nonprofit leaders are absolutely in a position to make sure their organization doesn’t go off course by letting the purpose be lost amidst the details.

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Investment Plans as a strategic planning tool

March 23, 2021

Filed under: Strategic Planning — jonathanpoisner @ 10:58 am

In many strategic planning processes, prioritization among competing potential ideas or strategies becomes the linchpin of the process.

If organizational identity isn’t at stake (e.g. vision/mission), the organization doesn’t face a financial crunch, and the organization pretty much knows its goals and major strategies, the question often comes down to: what should we do more of with our resources? 

By resources, I don’t just mean money.  Sometimes it’s a question of where time gets invested. 

I’ve had a few clients now for whom an “Investment Plan” was the answer.

What is a strategic planning Investment Plan?

And how do you create one?

In short, an Investment Plan identifies major new areas of spending spread out over a period of time, with the sequencing of investments as a means of prioritizing them.  Some investments may be contingent upon other investments happening and having their desired impact first. 

Here are three scenarios where an investment plan comes in handy:

  1. To deal with an unusual infusion of resources that’s sufficiently large that incorporating them in annual budgeting makes no sense.  This may be a bequest that’s unrestricted at a time the organization either doesn’t desire an endowment or doesn’t want to grow its endowment.

  2. The organization has, over time, built up a reserve fund larger than it deems necessary, and in the early stages of the strategic planning process it’s determined that it makes sense to use some of the “excess” in order to accomplish an important objective.

  3. The organization identifies an urgent priority of increasing its fundraising capacity and is willing to cut back on program work in the short-turn by making a series of targeted investments in fundraising capacity with the desired effect of leading to more revenue and increased program work in the long run.

On at least one occasion, an organization I worked with knew it needed an investment plan up-front before the planning process.  On a few other occasions, the desire for an investment plan emerged during the design and research phases of the planning process.

How do you create one?

It starts by letting your team imagine new things.  That means asking the right questions early in the planning process that gets people thinking beyond just doing things as you’ve done them in the past.  Many standard questions accomplish this, like: “What are 2-3 big goals you’d like to see accomplished in the next 3-5 years?  “What’s holding you back from having a bigger impact?”

Other questions can be more explicit:  What would you want to do a lot more of if you had more resources?  What’s something new you’d love to do if you had more resources? 

The next step is to synthesize the input into a series of ideas that get lumped together into categories and described as an actionable investment.  Examples:

  • Hire a new development staff person. 
  • A major update to our website. 
  • Upgrade our facilities. 

Once you have a manageable and categorized list, start identifying price tags both in estimated dollars and time.  This may take some research, so build in a little time to do that. 

Then identify contingencies.  Some contingencies are temporal: do this before do that. Others are linked: Only do this and that at the same time. 

Here’s a temporal contingency example:  One of my client really wanted to add another program staff person to grow a program where they are confident there is greater community need.  But it needed to know it had a higher level of sustainable revenue before taking the leap.  Their plan:  Invest a portion of their reserve in more development staff and an upgraded website, and then add the new program staff when more revenue materializes. 

I often describe this as sequencing instead of prioritizing because it helps board members get past the natural inclination to always say “program” is the highest priority.  When you describe it as sequencing instead, they may feel more comfortable letting “more program” happen later on in a multi-year plan.   

A linked contingency example: the same one above focused on the fact that the organization wanted to hire development staff and upgrade their website at the same time.  They determined that their existing website was so poor that putting more time into development made no sense if they were driving donors to something that would turn them off.  Likewise, they lacked the staff time to manage a website upgrade.  The solution: have the new development staff person oversee the website upgrade as a first major task. 

Of course, sometimes investments have nothing to do with organizational fundraising.  Another former client owned multiple properties and had to weigh upgrades to facilities at one property serving one program against building a new building at a different property serving a different organizational program. 

How do you decide what’s most important?  Sometimes you just need to look at the overall strategy of the organization and weigh the relative value of each investment and say this before that since we can’t do both at the same time. 

For the investment that gets put “last” in this process, it’s still incredibly helpful to include them in the ultimate investment plan contingent on revenue exceeding forecasts.  This allows the champions within your organization of that program to not feel completely left out of the overall strategic plan, even if it’s not being prioritized in the investment plan.

Have you used an investment plan or something like it to prioritize?  How was your experience?

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Ticket to Ride and nonprofit leadership

January 27, 2021

Filed under: Communications,Consulting,Fundraising,Leadership,Strategic Planning — jonathanpoisner @ 3:51 pm

One of my pandemic “weaknesses” has been the amount of time I’ve spent playing Ticket to Ride – the online version.  For those not familiar with the game, you can read about it here. 

In short, your intent in the game is to connect train routes between different cities, collecting cards of varying colors and playing them in a strategic way before your opponents take the connections you need.   Longer routes are worth more than shorter routes.  You can add routes during the middle of the game, not just the beginning. For the most part, two players can’t use the same connection.

In order to “justify” my time spent, I started thinking recently about the lessons Ticket to Ride offers to nonprofit leaders.   

So here, without further delay, are my top 5 lessons for nonprofit organizations.  Of course, I’m pretty sure these lessons are worth reading even if you have never and will play the game . . .  .

Lesson 1 – In Ticket to Ride, there is a tension between waiting to have all your cards collected to complete a whole series of connections versus seizing some early connections that are good enough to get you started.  If you wait too long, though, you can miss your moment — in particular, somebody else may claim the same connection.

I’ve seen some nonprofit leaders fail because they were so focused on getting everything right, making sure all the plans and resources were perfectly aligned, that they took action too late.  A certain degree of boldness is essential to lead a nonprofit. 

Lesson 2 – In Ticket to Ride, there are eight different colored cards and one wild color (e.g. yellow, green, black, etc., plus wild.) and you have to be mindful of what colors you need now, what colors you need in the future, and what colors are available right now (you get to see 5 options or pick a mystery card). If you focus too much on your short-term needs only collecting colors you need for a few early connections you want to make, you’ll find yourself short of what you need for subsequent connections.  Of course, sometimes that first connection is critical and it’s worth the short-term focus.  But, over time, I’ve found that I tend to score highest when I focus on a diversity of objectives, looking beyond the initial few steps and towards the next set.

So too in nonprofits I’ve seen nonprofit leaders become so short-term focused that they find themselves emerging from a successful early activity completely ill-prepared for what comes next.  In contrast, nonprofit leaders who amass a variety of resources with the aim of pursuing a series of objectives over time tend to achieve greater success.

Of course, astute readers may ask: “doesn’t this contradict Lesson 1?”  In part, yes.  But not completely.  You must be bold (as described in Lesson 1), but not so bold that you fail to build up the resources (money, people, other assets) that you need to be successful in future endeavors. 

Lesson 3 – in Ticket to Ride, there is a benefit in collecting a series of routes that piggyback on each other, so that you can advance towards multiple objectives (e.g. routes) with a single connection.  For example, connecting Denver to Kansas City could help you connect Salt Lake City to Chicago as well as San Francisco to Washington DC.   You can use that connection on both routes.   

So too for nonprofits, it’s important to look for synergies and other ways in which the same activity can serve multiple purposes.  To take just one obvious example I’ve experienced recently, if you write an article for your email newsletter, are you also posting the same content (with either no or minor edits) on a blog?  Posting it on social media? 

Similarly, if you build relationships with constituents as part of your volunteer program or advocacy, are you taking advantage of those same relationships when fundraising rather than treat your fundraising as unrelated? While this may seem obvious, I’ve watched more than one organization fail to take advantage of the volunteer-fundraising synergy. 

Lesson 4– in Ticket to Ride, you can play cutthroat, where instead of building your own connections/routes, you anticipate the routes others appear to be building, and you block them on your turn.  This is perfectly legal within the rules of the game. 

But within my own social circle and with those I’ve been randomly playing online, it’s considered a social faux pas, and people (including yours truly) will often refuse to play in the future with those who compete in this “blocking” manner. 

A similar dynamic is true for nonprofits.  There can sometimes be short-term advantages you can seize away from an organization with which you are sometimes allied and sometimes in competition.  An example I’ve observed: raising money from a set of overlapping donors with a fundraising message that’s explicitly anti the other allied organization.  This may yield some short-term donations. However, if you get a reputation of being not a good collaborator, future opportunities to collaborate/partner will disappear, to your detriment. 

I can attest first-hand that as an environmental group Executive Director there were some environmental organizations who I cut out of opportunities because I’d seen them repeatedly use messages that undercut other allies.  If you develop a reputation for not being a “fair” player, your nonprofit will be weaker in the end.    

Lesson 5 – In Ticket to Ride, most players exclusively focus on building connections that complete their routes, and nothing but their routes.  However, I have noticed that really stellar players are aware of the overall board and sometimes build beyond their routes, to the next major city.  Perhaps they have to go from Boston to Phoenix and they go ahead and build as well to Los Angeles.  This is because late in the game you can score extra points by drawing new routes and some cities in particular (Los Angeles being an example) come up a lot.  This is an “if you build it they will come” approach, to quote the movie Field of Dreams. 

So too in nonprofits, sometimes when launching a new program, you just have to go the extra mile and do it, even if there’s not yet funding attached.  Build the program and then go out and seek funding for it, rather than the other way around.  I’m not saying always do that; you have to evaluate the level of potential benefit and financial risk.  But on several occasions, I’ve seen organizations grow dramatically in their impact by taking leaps of faith like this at key junctures.

And there you have it – five lessons for nonprofit leaders from Ticket to Ride.  I can now play the game some more without feeling guilty.  And if anyone is playing it online and looking for an opponent, just email me and we can set up a game. 

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The Ten Commandments of Fundraising

December 11, 2020

Filed under: Fundraising — jonathanpoisner @ 9:35 am

When I first became Executive Director of the Oregon League of Conservation Voters, one of my early conversations was with Sam Schuchat, who was my counterpart at the California LCV. Over the years, I learned many things from Sam, particularly about fundraising.

He produced a 1-page summary of his fundraising rules, entitled The Ten Commandments of Fundraising. I was recently going through old paper files and recycling materials I’d never use again. I was struck by how well Sam’s Ten Commandments had stood up to the test of time, leaving aside the obvious missing references to email and online giving.

I made some tiny edits to his work.

They are worth sharing with anybody new to fundraising or anybody who needs a reminder about how fundraising tends to work (or not work).

The Ten Commandments

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Naive optimism

December 7, 2020

Filed under: Human Resources,Leadership — jonathanpoisner @ 2:22 pm

I recently was speaking with Amanda Caffall, who helped start and currently leads the Commons Law Center, a relatively new nonprofit.  The Center is clearly thriving, even with the challenges posed by 2020, and I asked her to what she attributed their success.

Among the various reasons cited, she used a phrase about herself that struck a chord in me: “naive optimism.”

The optimism part was straightforward.  Basic personality matters when it comes to nonprofit leadership.  People who see the world as “glass half empty” tend not to perform as well in Executive Director roles as those who see it as “glass half full.” 

People whose instinct is to ask: “how do we get this done?” tend to perform better than those who instinctively think of all the reasons a program or project will fail.

Of course, people who are pessimistic and focused on what could go wrong play a really important role within nonprofits in keeping teams grounded, helping avoid problems, etc.  They make awesome chief fiscal officers.  But usually not Executive Director.

But what about the word “naive?”  Why does it matter in this context?

The key insight is that some people have been “educated” by seeing or being told about failure in all its myriad of forms.  And as their naivety is hammered out of them, they become more likely to inappropriately second-guess themself and they can become paralyzed by indecision and excess caution.  

“Naive optimism” is that lucky place some leaders find themselves in where they’re inherently optimistic and they haven’t yet “learned” something can’t be done.  So they go out and do it – often by leading a team.   

As I reflect, I can think of a dozen Executive Directors (mostly younger) who really shined in their roles because they combined strong leadership skills with “naive optimism.”  

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Strategic Planning and the board-ED relationship

November 25, 2020

Filed under: Board Development,Leadership,Strategic Planning — jonathanpoisner @ 10:53 am

I recently wrote an article for Blue Avocado on the board-Executive Director relationship.

When I talk to nonprofit leaders about strategic planning, they often voice some of the obvious benefits of aligning teams around organizational identity (mission, vision) and organizational priorities (goals).  In contrast, they rarely voice a benefit I think is undervalued: the opportunity strategic planning presents for a board and executive director to strengthen their relationship. 

Strategic planning can be a relationship-building tool from the perspective of three A’s: Aspirations, Alignment, and Accountability.

Read the full article on Blue Avocado  

ED & Board Chair
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Holding up the wall

October 1, 2020

Filed under: Human Resources,Leadership — jonathanpoisner @ 1:48 pm

As a nonprofit Executive Director, do you ever feel like if you walk away, things will crumble?

I felt this occasionally as an Executive Director, particularly in my first few years.

Strategies I employed to get beyond this feeling:

  1. Take deep breadths
  2. Look back at my to-do lists and short-term plans, break them down in chunks, and think hard about what else can be either delegated or pushed off/let go.
  3. Map out my major yearly, quarterly, and monthly tasks. Figure out which ones can be delegated. If to nobody right away, figure out how somebody can eventually take over those tasks. (Of course, for some, the answer is nobody because they’re inherent to the E.D. role).
  4. If appropriate after #2 and #3, ask for help. Be candid with your board chair or, if that would be awkward, somebody else who you can confide in who will grasp the picture. Sometimes just talking about it’s enough to recognize you’re probably not actually holding up the wall.

What strategies have you used when you have this feeling? I’m looking for other ideas to share!

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Overcoming fear

September 23, 2020

Filed under: Board Development,Fundraising — jonathanpoisner @ 10:28 am

For many of those responsible for securing major gifts for their organization, it’s one thing to know in theory what should take place when meeting with a donor.  It’s another thing to overcome their “fear” or “discomfort” that gets in the way of asking.  This is true both in-person and virtually.

In my experience there are five primary fears – three that are openly acknowledged and two that are more under the surface.

Commonly stated fears:

1.            Fear of harming relationships

2.            Fear of receiving reciprocal asks

3.            Fear of looking foolish/don’t know what to say.

Common unstated fears:

4.            Fear of rejection

5.            Money as a taboo topic

Each are worthy of discussion.

Fear 1:  Damaging relationships

For some fundraisers, relationships are like a cup of water and asking for a donation is like withdrawing water from the cup.  In reality, meetings done properly should add “water” to the relationship, even if they say no. 

This is because:

  • They will learn your story and you will learn theirs.
  • You will have shared with them something you care about, making the relationship more authentic.
  • They will most likely respect you for having the courage to make the “ask” (since most people who haven’t done it much fear fundraising).
  • They will often feel flattered that you felt they were the type of person who’d make a major gift.

Of course, if meetings are mishandled – heavy handed, language around guilt used, no effort made to listen to them, etc. – these benefits might not accrue.   If the only time you ever speak to someone is when you ask, relationships could fray.

The good news: avoiding those downsides is entirely in the control of a well-trained major donor fundraiser.

Fear 2:  Reciprocal Asks

Some of those I train, particularly board members, worry that if they ask friends for a donation, the friends will turn around and make a reciprocal request.

This is a relatively small risk.  The universe of those who fundraise is vastly smaller than the universe who give, so the odds start out low that those you’re asking have some other organization for which they will be raising funds.

Beyond this small risk, two other factors mitigate against it.  First, you’re not obligated to say yes if the cause they pitch to you isn’t a priority for you.  You do have an obligation to be authentic – to say no to a request that doesn’t match your values or priorities.  I’ve had to do this a few times over the years and I’ve never felt damage to a relationship because I was able to frame my “no” in a respectful manner.  

Indeed, in a few instances I very much appreciated the reciprocal ask as they introduced me to organizations doing great work.  To that extent, one could just as easily see reciprocal asks as an opportunity rather than something to fear.

Fear 3:  Looking Foolish

Nobody likes to do something where they feel inadequate and may appear foolish or incompetent.  Having talked with many board members, I’m convinced this fear is both overblown and straightforward to address when it comes to donor meetings.

For starters, there are many resources available to boards (and staff) to develop basic skills for fundraising.  When you combine training with some degree of ongoing support/coaching, pretty much everybody who would otherwise be an appropriate board member should be able to avoid looking foolish while fundraising.

Board members should also understand that those asked do not hold board members to the same standards they would staff.  The value of board members as fundraisers is from sharing passion, not expertise.  And for both board and staff, it’s always acceptable to tell a donor “I’ll get back to you” if they ask a question you’re not equipped to immediately answer.

In the end, adequate training and support should be able to get all board members (and staff) to the point they should be able to make an effective ask while coming across positively.

Fear 4:  Rejection

Major donor fundraisers will feel rejection.  Prospects will say “no.”  As much as half of the time.  Indeed, a useful maxim is that if nobody is saying “no” to you it means you’re not asking enough people for money.

Some techniques that have helped other fundraisers get past this fear:

  • Recalibrate in your mind what is meant by success.  Don’t judge yourself by school standards (90% = an A, 80% = a B, etc.).  Judge yourself by major donor fundraiser standards (anything better than 50% yes is pretty darn good).
  • Recognize that most “no’s” are really “yes” to something else.  You may be “selling” “racial justice,” while they’re prioritizing “climate change.”  Or they may be prioritizing personal/family needs at this point in their lives.  It will be an exceptionally rare circumstance where someone will say “no” to you while saying they’re going to invest in something you actively oppose.
  • Recognize that many of those who say “no” are really saying “not now.”  They may have already given away all they can during the period in time, but perhaps you’ve set them up for a big gift next year.
  • Recognize that other positive outcomes can come from meetings where those solicited say no, such as volunteering, new ideas, more knowledge of other things in your community, and/or leads/referrals to other prospects.    

Fear 5:  Social taboos around money

Lastly, some fear of fundraising actually stems from a more generalized social taboo around money that exists in American society.  It’s generally considered rude to ask people how much they make for a living.  Or to talk too much about money.  So asking for a donation is bringing money into the conversation in a way that makes us uneasy.

There is no magic formula for overcoming this taboo other than practice.  From talking to a lot of fundraisers over the years, those who make a series of asks almost always get past this taboo rather quickly if the asks are done properly.

Getting above the passion versus fear line

I’ve separately blogged about the passion versus fear line.

Imagine two intersecting lines.  One horizontal line is “fear of fundraising.”  Another line running from the lower left to upper right is “passion for the mission.”  When fear of fundraising exceeds passion for the mission, fundraising doesn’t take place.  When passion for the mission exceeds fear of fundraising, it does. 

The techniques discussed above are all aimed at lowering the “fear of fundraising” line.  A separate way of overcoming fear is to raise the “passion for the mission” line.  The more excited board members and staff are about what the organization can and needs to accomplish, the more likely they are to push through their fear and fundraise.  After all, people do things they’re afraid of all the time – if they want the outcome badly enough.

So take time with your boards in particular to keep them jazzed about the mission.  If your board meetings are dry affairs focused just on finances, that can be deadly to fundraising because a board member who’s bored with your organization is unlikely to step out of their comfort zone. 

Feedback for me

Have you encountered fundraising fears I didn’t mention. If so, I’d love to hear from you.

Or if you have additional techniques you’ve used to address fear, please do share them with everyone.

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The board and nonprofit branding

September 18, 2020

Filed under: Board Development,Communications,Volunteers — jonathanpoisner @ 10:49 am

A friend serving on the board of a local nonprofit recently asked me:

” I have a question about the process of rebranding for a nonprofit. Is it your experience that the board is involved in the design committee? And/or how about needing to vote on and approve the new brand before it’s rolled out?  Our board board is having a discussion about this so I want some expert insights.”

I think this will vary wildly based on the size of the organization and expertise of the board and staff.

It also depends on what is meant by the umbrella term “branding.”

Some think of it very narrowly (e.g. logo and organizational name).

Others think of it more broadly (e.g. logo/name/color pallette/fonts/style sheets).

I tend to think of it still more broadly as encompassing your desired identity (e.g. what you want your constituents and the public to think of when they hear your organizational name and see your materials). For example, a nonprofit I’ve advised recently did a branding exercise that concluded they wanted people to think of “science”, “legacy”, and “thriving” as the three words they most associate with the nonprofit.

In terms of board approval, I’d expect a board vote on a name change.

But everything else it really depends on the size of the organization’s staff and board, and the relative expertise of board and staff. More times than not, I think this probably means the board doesn’t vote — with some exceptions — in part because the board has so many other clear responsibilities that they struggle to find time to meet and vote on.

In terms of board involvement for developing a proposed new branding, I think it again depends on the circumstances.

If the branding is a broader question about organizational identity (e.g. what the brand is trying to convey and not just questions of how to convey it), then I’d certainly expect the board to be consulted for their input.  Whether that’s via a committee or interviews or online survey or focus group or some other method doesn’t really matter. 

If it’s more about how to convey the brand identity (e.g. what color scheme to use), I would not expect board involvement in that. The exception: really small organizations where (a) the board is in part playing a management role because staff doesn’t have the bandwidth to do all desired staff functions, and (b) one or more board members has relevant expertise.

But this is the important thing: if one or more board members are brought into the process because of their expertise on branding, I’d view them as participating as an expert volunteer, not in their board capacity.  When board members volunteer for something other than a board governance responsibility, they’re just another volunteer for that activity.

Has your organization been through branding? What role did your board play in these decisions? Please let me know in the comments!

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Tips for Virtual Donor Meetings

August 11, 2020

Filed under: Fundraising — jonathanpoisner @ 4:33 pm

Donor Meetings in a Pandemic

Previously, I’ve blogged about Donor Stewardship Amidst a Pandemic.

Of course, stewardship of donors only matters if you eventually solicit them.  And the gold standard for solicitation of major donors has historically been the one-on-one in-person meeting.

Given the pandemic is continuing – and in all likelihood will remain uncontrolled until we have new leadership in DC that takes science seriously and is willing to make tough decisions – nonprofits who wish to solicit their major donors must move on from the gold standard and continue to solicit major gifts.

So let’s talk about “virtual” donor visits as something more than a phone call and less than in-person.

How do you get them?  And how are they different from in-person?

How do you get them?

You get them the same way you would an in-person meeting.  By picking up the phone and calling to request it.  Sure, you can email/text an attempt first.  But in my experience, it’s easy for them to give a quick “no” to an email/text, while a phone call is more likely to yield a “yes” in response to a meeting request.

It may seem weird doing a short phone call to schedule a video meeting, but I’ve done it. 

Start the call by thanking them.  For past donations.  For past volunteering.  For something else they’ve done in the community.

Be passionate/upbeat, but not scarily so in light of the pandemic.  You want them to want to spend time with you and people, in general, want to bask in the passion of those who’ve excited about something. 

Make clear you’re looking for their input and to see how they can help. 

Some potential language to use: “I’m trying to stay connected with our donors and it really helps me to have face to face communications.  Would you be open to doing a zoom or google hangout with me next Thursday to learn about what we’re up to, give us feedback, and figure out if now’s a good time for you to support the work?”

Based on what you know about the donor, you could pitch this as a virtual coffee or a virtual happy hour (if aimed at the late afternoon and you think that would appeal to the prospect).

Notice the suggested language is to ask for a specific date.  Use the “assumption of yes” to focus their attention on when to meet, not whether to meet.  Sure, they may still decline, but they’re less likely to do so.

The good news: in general, the pandemic has allowed for most people to have more time available and more flexibility than prior to the pandemic – with the exception of parents with school aged kids, who’re often busier.    

Be prepared to re-ask if they initially decline to schedule a meeting.  If they ask you to mail them something, you can say: “I’d be happy to mail you something.  But I’d really appreciate the chance to talk in more depth.  It’s really important for me to speak with potential supporters to get feedback on what we’re doing.  Can you make a little time on [DATE]?”

If they say they’re already planning on giving and it would be a waste of your time, say: “Thanks, but in no way would it be a waste of my time.  Meeting our supporters is one of the things that keeps me excited about being involved with ORGANIZATION.  We’re at a critical juncture and we think it’s important to talk with our supporters as we enlist your renewed support.  Can you make a little time on [DATE]?”

Assuming you get to yes, ask: “While we can do this as a phone meeting, I much prefer to do a zoom or google video call.  Does one of those options work for you?” (The percentage of people who’re familiar with at least one of those services is now very high).

Then send them a follow-up email or text confirming the appointment and including the link for the meeting.  Or just with a time/date for a phone call if that’s all they commit to doing.

What about the meeting itself?

A virtual donor meeting should generally follow the same outline I recommend for in-person. 

  • Chit chat; relationship-building. 
  • Tell your story
  • Get their story/get to know them.
  • Three stories:
    • Why the organization exists
    • Why the organization is successful
    • What’s urgent now
  • The ask
  • Re-solicitation/follow-up as necessary
  • Thanks and referral requests

So what’s different about doing it virtually during the pandemic?  Not a lot; but a few things come to mind:

1. The chit chat should start with some expression of care/concern given the pandemic and a check-in regarding whether they and their family have been able to stay safe.  This could very well lead to a side conversation that lasts a few minutes, but it’s important to treat your prospects as human beings and not checkbooks.

2. It’s always important to keep these meetings interactive and not monologues, but this is particularly important in a zoom meeting.  You need to keep this a conversation, bearing in mind that the virtual context may mean slight pauses since not everyone’s internet is equally speedy. 

3. Consider turning either the Why we Exist or Why we’re Successful stories into a 2-3 minute slide show where you screen share.  This is something you can’t easily do in an in-person meeting, but online you have an opportunity to do so if you have some great visuals.  But 2-3 minutes is tops.  Just 2-5 slides to help illustrate your story. 

4. The urgency story needs to take COVID into account, either in addressing what you’re most focused on your specific funding needs for the next 6 months.  It would be weird not to acknowledge the impact the pandemic has had on your finances.  Or if it hasn’t, to acknowledge tat it could. 

If that’s the meeting substance, what about everything else that surrounds the substance.  Here’s some basic tips:

  1. Send a reminder email/text with the log-on info the day before. 
  2. Log on 5 minutes early to make sure everything’s working.
  3. Make sure you have adequate light for the time of day. 
  4. Have the background be professional, but it’s okay if there’s a personal touch.   I’m not a fan of the zoom backgrounds that make you look like you’re somewhere you’re not. 
  5. Dress professionally or semi-professionally, appropriate for the donor in question based on what you know about them. 
  6. Before doing any of these, test out your sound ahead of time with a friend.  If the sound is good without a headset, don’t use one.  But if the sound is appreciably better with one, then do use one.  This will vary based on the quality of your laptop’s built in microphone.
  7. Have water handy in case you get dry mouth and need to drink something.  Or, as noted above, you could make coffee or some other libation a theme of the meeting that comes up in the chit chat. 
  8. Try to talk looking at the camera and not your own face on your screen.  This means knowing where the camera is on your computer/tablet. 
  9. Don’t freak out if you have kids or a spouse or a pet that interrupts the call.  It will just make you seem more human.
  10. Be prepared with a plan B should the technology fail – e.g. if one of you can’t connect online, plan on giving them a phone call during the same time.

Have you done any online donor meetings?  If so, what’s worked well and not well.  I’d love examples and feedback on my advice.

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