362 posts categorized "Fundraising"

Most Popular PhilanTopic Posts (August 2019)

September 06, 2019

Labor Day has come and gone, the days are getting shorter, and you're probably feeling the urge for goin'. Before you do, check out some of the posts that were popular with our readers in August. Enjoy!

Interested in contributing to PND or PhilanTopic? We'd love to hear from you. Drop us a note at Mitch.Nauufts@Candid.org.

Ten Years of Millennial Research: What I'd Do Differently

August 16, 2019

MillennialsIt's finally here — the final Millennial Impact Report, the culmination of a decade of research conducted by the Case Foundation and research teams I led into cause behaviors of the generation born between 1980 and 2000.

Any project of that magnitude — we interviewed more than 150,000 millennials, held hours and hours of focus groups, compiled and analyzed reams of data, and wrote volumes of narrative — begs the question: Would we do it all over again?

Absolutely — albeit with some tweaks based on what we've learned.

When we launched the project in 2008 — and over most of the next ten years — making assumptions about millennials seemed to be a favorite pastime of many of the people we interviewed or spoke to. We heard that millennials were lazy and more entitled than any  generation before them. They believed they deserved big salaries right out of college, and when reality hit they moved into their parents' basement (still the most enduring cliché about young Americans in this age group).

Put it all together and you got the biggest assumption of all: there was no way millennials would want to get actively involved in causes.

When we set out to learn about millennials, it wasn't to prove (or disprove) our own assumptions; it was to better understand their real motivations and behaviors. So we designed the research process to be an ongoing journey of discovery. I wouldn't change a thing about that.

But in looking back at our journey, there are some things I wish we had explored further:

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A Tale of Two Donations

August 15, 2019

Charitable-giftEarlier this year, I made a $15 donation to a small nonprofit and also pledged a planned gift, potentially worth six figures, to a huge charity. Guess which organization did a better job of followup?

Prompted by one of those "Thanks to a generous donor, all donations made TODAY will be matched!" appeals, I made the $15 donation online. As with most online donations, within minutes of pressing the "Donate" button I received an acknowledgment of my support.

But what was truly astonishing was what happened over the next two weeks: not only did I receive a written thank-you personally signed by the executive director by regular mail, I also received a phone call from a staffer thanking me for my generosity.

The potential six-figure planned gift was made in person, in the charity's office. I was there for a meeting and learned by happenstance that every time the organization was mentioned in a will or named as a beneficiary of a retirement fund, an anonymous donor would make a substantial gift to the group. I had long admired the charity's work, had made numerous gifts in support of its efforts in the past, and years ago had designated a percentage of my retirement account, upon my death, to its cause. With pleasure, I signed the pledge card, knowing that my potential future gift would also have an immediate impact on the organization's bottom line. I was thanked in person for my gift and was told I'd be invited to an event for those who had committed to making similar gifts.

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Most Popular PhilanTopic Posts (July 2019)

August 02, 2019

It's August, and here on the East Coast the living is...steamy. Not to worry. Our most popular posts from July will cool you down and make you smarter....

Interested in contributing to PND or PhilanTopic? We'd love to hear from you. Drop us a note at Mitch.Nauufts@Candid.org.

Changing the Way Candid Serves You

July 23, 2019

ZBlog 2 Option 2Announcing Foundation Center and GuideStar had joined forces was just the beginning — now the real work of being Candid has started. We're busy combining operations on a number of fronts, and starting up new and exciting projects, too. I mentioned one of our most important initiatives in a previous post: the transition from our four regional library centers to our 400+ Funding Information Network (FIN) partner locations. We've received some thoughtful questions about what this evolution might mean for you.

What's happening to Candid's libraries?

We're not changing whom we serve, we're changing how we serve.

We've been around a long time, and over the years we've heard feedback from people who have struggled with our metro locations in terms of accessibility, hours, and parking fees and availability. Our current footprint of library locations in specific metro areas also locks our teams in to commitments behind the desk. Plus, now that we've become Candid, we have two offices in both the San Francisco Bay Area and Washington, D.C.

ZBlog 4 Option 1By the end of 2019, our Bay Area and Washington, D.C., offices will have been combined so that we have one office each in Oakland and D.C., while our Atlanta and Cleveland teams will be operating out of co-working or partner sites. We will no longer provide in-person library services at these locations, but you will still be able to get all of your questions answered through in-person trainings with our partner network and online services (more on this below).

Our largest office and library in New York will continue to operate in its full current form (still providing library services and trainings). We'll also begin experimenting with local programming close to Williamsburg, Virginia, where a large contingency of Candid team members are based.

Continue reading »

Drive Commitment and Change With 'Moments'

July 18, 2019

Ripple-effectOrganizations are always on the lookout for strategies that can help them engage supporters or build their movements. When I interact with an organization or cause that is seeking to build a constituency, I like to ask two questions:

  1. What’s the next milestone you are working toward?
  2. What are you doing right now to increase your supporter base in advance of that milestone? 

A few definitions here will be helpful:

  • A milestone is an incremental achievement that leads to a "moment" within a movement. The milestone Is achieved by the community working together.
  • A moment is a one-time (or short-term) convergence of actions, informal or organized, that is fueled by cultural, political, and/or social events leading to a surge of individual participation and self-organizing by supporters.
  • An issue or cause is an existing state of affairs (societal, environmental, political) recognized by society as contrary to its values but that can be improved by people working together and taking advantage of community resources.

As a leader of a mission-driven organization, your work is to break new ground for your issue or cause. You’re the visionary always on the lookout for that movement-altering moment when public awareness, supporter engagement, and a broader narrative of progress come together to create progress.

Continue reading »

An Engaged Board Is a Fundraising Machine 

July 03, 2019

Table-clipart-board-director-11Is your board pulling its weight in terms of fundraising? An active, engaged board can be a huge difference-maker for a nonprofit. We choose board members, after all, for their skills, connections, and potential to boost fundraising revenue — and they usually will, as long as we make an effort to encourage them to put those skills and connections to work.

Here are a few tips to help you do that:

Boost your board's fundraising capacity. You selected your board members for their knowledge, acumen, and abilities, but you still need to familiarize them with your brand, help them engage with your team, and make sure they're aware of your organizational needs and fundraising plans. The best way to do that is by boosting their engagement with staff and distributing tasks based on their specific interests and abilities.

Get and stay connected. If you're only seeing your board members during board meetings, you are missing out on much of what they have to offer. Be sure to invite board members to any community events you hold or workshops you host. An invitation to tour your facility or join you for an on-site visit where they can meet your volunteers and clients also is a good idea. Not only will it help them feel more connected to the organization, it will give them opportunities to network in the community as well as material for stories they can share in support of the organization.

While not every member of your board will be willing or able to take advantage of every invitation, many will, and doing so will help strengthen their rapport with each other and your work. Updating them on a regular basis about your work, your successes, and your ongoing funding needs also will help them feel like they are connected and an integral part of the overall effort.

Continue reading »

Most Popular PhilanTopic Posts (June 2018)

July 01, 2019

Is it us, or does chronological time seem to be accelerating? Before the first half of 2019 becomes a distant memory, take a few minutes to check out some of the most popular posts on the blog in June. And remember: You're not getting older, you're gaining wisdom.

Interested in contributing to PND or PhilanTopic? We'd love to hear from you. Drop us a note at mfn@foundationcenter.org.

Creating a Donor Stewardship Plan: 3 Best Practices

June 17, 2019

Istockphoto-500174600-612x612A common fundraising mistake made by many nonprofits is to put so much emphasis on acquiring new donors that they forget to pay attention to the donors they already have.

Do not allow donor stewardship — the process by which an organization builds strong, healthy relationships with existing donors long after their initial donations have been received — to become an afterthought. Effective donor stewardship is all about turning first-time donors into loyal, recurring donors and is essential to keeping your donor retention rate where it should be.

Sounds simple. And it is, if you keep these best practices in mind as you sit down to develop a donor stewardship strategy:

  1. Understand and use your donor data effectively.
  2. Make it easy for your donors to leverage the impact of their gifts.
  3. Publicly thank your donors for all they do.

Let's take a closer look:

1. Understand and use your donor data. Donor data can be overwhelming and cause lots of people lots of stress if it isn't collected regularly and with an eye to how it is going to be used. But when done properly, data analytics can help you understand who your donors are, when they are most likely to give, and what kind of appeal they are most likely to respond to.

Your data should do three things:

  • Provide you with basic knowledge about your donors (e.g., name, age, location, marital status, profession, the things that excite them about your organization, other organizations they support, etc.)
  • Capture their giving/communications preferences (e.g., preferred donation amount/range, preferred giving frequency, preferred communications channels/frequency, etc.).
  • Give you an idea of their capacity to give (e.g., net worth)

(To learn more about donor analytics and the importance of using donor data properly, see our prievous post. And to learn more about what motivates giving behavior and how you can use that knowledge to increase your donor retention, check out this study from OneCause.)

Knowing who your donors are is the first step in cultivating strong, lasting donor relationships and allows you to meet them on their terms.

Continue reading »

The Essential Guide to Modernizing Your Fundraising

June 11, 2019

NonProfit-Online-FundraisingIf you've been feeling stuck with fundraising strategies that don't quite seem to cut it anymore, you're not alone. Just as our technologies require periodic updates, so, too, do our broader fundraising strategies.

Nonprofit organizations of all sizes generally run a tight ship. Insufficient budgets and high-intensity campaigns mean that most nonprofits like to stick with what has worked in the past. But a lot can change, relatively quickly, in the fundraising world.

For example, look at telethons or cold calling; they were once reliable fundraising tactics for organizations of all kinds. But today, millennial and Gen Z donors tend to not even bother answering calls from unknown numbers, and why should they? Non-urgent communication has almost completely shifted to email and text messaging.

The point? Your nonprofit's fundraising strategies have to keep pace with constantly changing technologies and donor preferences — even when the prospect of investing precious time and resources in new tools is enough to ruin your week.

At DNL OmniMedia, we help nonprofits make the most of their digital assets. Regardless of which part of your fundraising strategy could use an upgrade, there are always steps your organization can take to improve its ability to both raise money and engage donors. And sometimes the steps are simple.

Let's take a closer look at some of them.

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Giving Voice to Your Supporters

June 03, 2019

Giving_voiceIn their desire to give voice to the vulnerable and underserved in society, most cause-driven organizations fail to include their supporters in the equation. By failing to do so, they are denying others a golden opportunity to see themselves in the same light.

A few years ago, an agency for pregnant women/healthy newborns came to us for help with a fundraising campaign. The agency's volunteers visit pregnant women in their homes to teach them about prenatal care and how to take care of a newborn. The agency's typical supporter is someone who wants to give babies a healthy, safe start in life.

At the same time, the agency was committed to a program focused on fathers-to-be. Nowhere in the program materials was there recognition or an acknowledgment of how invested the agency's volunteers were in giving babies a healthy, safe start in life or, indeed, any mention of the volunteers who were lending their time and experience to reassure and help pregnant women who often have no one they can turn to for help.

Not surprisingly, the overall campaign was not as successful as it could have been. Potential supporters who might have seen themselves as "people who think every baby deserves a chance at a healthy beginning" instead heard "we are an organization that wants to help men be good fathers." Both sentiments are laudable, but only one truly resonated with the agency’s most important constituency.

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What's New at Candid (May 2019)

May 30, 2019

Candid logoSpring has been an exciting time here at Candid. Since Foundation Center and GuideStar joined forces, the two organizations have been busy with strategic planning, listening, and sharing, in addition to all the research, trainings, and campaigns we usually do. Here’s a recap of recent goings-on:

Projects Launched

  • We added new data and research to our Peace and Security Funding Index that highlight the diversity of funders and strategies focused on addressing issues of peace and security globally. For the past five years, Candid and the Peace and Security Funders Group have chronicled thousands of grants awarded by hundreds of peace and security funders, shedding light on who and what gets funded in the sector. You can learn more about that work here: peaceandsecurityindex.org.
  • Earlier this month, Candid, along with the Center for Disaster Philanthropy (CDP) and the Indiana University Lilly Family School of Philanthropy, launched U.S. Household Disaster Giving in 2017 and 2018 Report, the first comprehensive study of household donations to disasters. The study provides new data on U.S. households' disaster giving and answers many of the questions most often asked about patterns, preferences, and practices related to individuals’ charitable giving for disaster relief efforts.

Data Spotlight

  • Since March, we've been streamlining the process for developing the FC 1000 research set, which we use to track year-over-year trends in philanthropic giving. As part of this work, we're introducing systematic quality assurance checks on the grants data and aiming for a close date (for the 2017 grants set) in early fall. As of April, we've identified ~650 funders (out of an eventual 1,000) for whom we have complete-year grants data, and we've tracked down and outsourced grants lists for a hundred more. For the remaining funders, we'll be looking to the IRS for their grants lists and reaching out directly via email over the coming months.
  • Approximately 70 percent of grantmaking for peace and security issues includes some type of population focus. In 2016, funding for children and youth and women and girls each accounted for 14 percent of total peace and security funding, while funding for refugees and migrants accounted for 8 percent. Learn more at: peaceandsecurityindex.org/populations.

In the News

What We're Excited About

  • Candid Midwest will launch Candid's Nonprofit Startup Assessment Tool (NPSAT) on June 13 in Kansas City, Missouri, with the help of a generous grant from the Ewing Marion Kauffman Foundation. The event will include our new course, Is Starting a Nonprofit Right for You?, as well as a demonstration of NPSAT and an Open House featuring our Funding Information Partner, the Kansas City Public Library (central location).
  • Candid South has completed a lease agreement with CARE in Atlanta and will be relocating our staff there in order to better leverage our existing community partnerships. CARE is a global leader in the worldwide movement to end poverty and is known for its unshakeable commitment to the dignity of all people. Learn more about Candid South's transition here.
  • Candid's other library resource centers, located in San Francisco, Cleveland, Ohio, and Washington, DC, will be redirecting their in-person library services to local community partners in 2019. On June 20, Candid West will bid adieu to our San Francisco library and office with a Farewell Open House from 5:00-7:00 p.m. Then, sometime after June 217, the Candid West team will be relocating to Oakland to join the remainder of our Bay Area team. You can read more about Candid's plans to expand its outreach into local communities here.
  • On May 22, Candid West officially launched its virtual peer learning circle, Setting Your Development House for Success. We're accepting more participants through the learning circle's next session on June 19, however. Help spread the word! To register, click here.
  • On May 30-31, Candid West will be collaborating with Funding Information Network partner John F. Kennedy University’' Sanford Institute of Philanthropy and local funders and county supervisors to present a two-day convening in East Contra Costa County. The event will focus on the importance of strategies related to achieving a fair and accurate census and will include a capacity-building needs assessment as well as fundraising training.
  • Candid West will once again partner with CCS Fundraising and the Commonwealth Club on June 20 to present "Giving USA: A National and Bay Area Perspective." Historically, this has been one of our best-attended programs, and this year's event promises more of the same.
  • In June, Candid Northeast New York will begin teaching our core curriculum on a monthly basis at our Brooklyn Public Library partner site and will also visit and do public trainings at partner locations in Greenwich, Connecticut; Westerly, Rhode Island; and in Queens and Brooklyn.
  • On June 5, Candid's DC office will lead a contract training on proposal writing at the Glenstone Museum as part of Glenstone's Emerging Museum Professionals program.
  • On June 6 , Candid South will launch its Nonprofit Consultant Cohort, a four-part series, in Atlanta. Sessions will cover how to establish your client criteria and issue area, how to develop a marketing strategy that generates client leads, determining fee structure, and creating a business plan and presentation.
  • On June 6, Candid and Hispanics in Philanthropy will release a new dashboard, LATINXFunders, which illustrates philanthropy’s support for Latinx populations across the U.S. and its territories over a five-year period, 2012-2017.

Upcoming Conferences and Events

It's the season for conferences! Our staff will be attending these upcoming events:

Services Spotlight

  • 40,874 new grants added to Foundation Maps in April, of which 2,034 were made to 1,376 organizations outside the U.S.
  • Foundation Directory Online updates its database daily. Recipient profiles in the database now total more than 800,000.
  • The first-ever meeting of the NYC Grant Professionals Group was held in March. Join us for the second gathering on Friday, June 7. The purpose of the group is to support a community of grant professionals committed to serving the nonprofit community in the New York City metro area. Network and learn from your fellow grant professionals in a warm, engaging setting. Candid will be the host of the group's meetings.
  • New data sharing partners: Arthur M. Blank Family Foundation, Ecstra Foundation, Urania C. Sherburne Trust, Helen and Ritter Shumway Foundation, McPherson County Community Foundation, Merancas Foundation, Inc., Permanent Endowment Fund of the Moody Memorial First United Methodist Church, and TCF Foundation. Tell your story through data so we can communicate philanthropy's contribution to making a better world — learn more about our eReporting program.
  • Candid's DC staff presented at the ECDC Refugee Resettlement Conference on May 1 to more than 200 participants from grassroots nonprofit groups across the country. With about forty attendees, our session on identifying prospective funders and using Candid resources was one of the best-attended breakout sessions at the conference.
  • Candid's DC staff also presented on Candid resources and the basics of proposal writing at the University of Maryland's Do Good Institute on May 5. Attendees were mostly graduate students from UMD's Nonprofit Management program and are future (or current) nonprofit staffers or social entrepreneurs.
  • Our lineup of online programs (webinars and self-paced e-learning courses) has attracted more than 10,000 registrations since the beginning of 2019, while over 5,000 people have attended our in-person classes since the beginning of the year.
  • In April, Candid Northeast New York hosted its third annual Nonprofit Formation Fundamentals Bootcamp, featuring a series of five weekly sessions on the essentials of starting a nonprofit organization. The series was produced in partnership with New York Lawyers for the Public Interest and the Support Center, and each session reached more than seventy participants, making this year’s event the best-attended iteration of Nonprofit Formation Fundamentals yet.
  • In April, Candid Northeast New York taught a public webinar at our partner location in Andover, Massachusetts, and did staff training at our partner locations in Riverhead, Queens, and Brooklyn. And in May, we did public trainings in Albany, Saratoga Springs, Brooklyn, and Queens. Learn more about our Funding Information Network partners here.
  • New partners:
    • Gary and Mary West Foundation (a group project with our Knowledge Service team)
    • Handbid (new API client)
    • RelPro (new API and data customer)
    • Bloomberg Philanthropies (new API customer)

Content Published

If you found this update helpful, feel free to share it or shoot us an email! I’ll be back next month with another update.

Jen Bokoff is director of stakeholder engagement at Candid.

When It Comes to Reaching Donors, One Size Doesn’t Fit All

May 21, 2019

OnesizedoesnotfitallLet's say you’ve decided it’s time to buy a new pair of jeans. You’re thinking maybe skinny dark jeans or perhaps a light-wash high-rise boot cut. But when you walk in to your favorite store, the sales associate directs you to a table piled high with denim and a sign that reads: ONE SIZE FITS ALL. Um, no. The one-size-fits-all model may work with scarves, but it definitely does not work with blue jeans. Why? Because people’s body types are as diverse as their senses of style. (The Internet literally has hundreds of pages dedicated to breaking down the best style for your body type — seriously, there are algorithms for this stuff.) Your reaction to this abomination, this affront to your unique sense of style and individuality?

You walk out of the store.

Which is why, if you are attempting to engage all your donors in the same exact way, you’re going to see a lot more of them turning their back on your organization than buying what you’re selling.

In 1994, a team of social scientists conducted a study to determine what motivates an individual’s interest in and support for a nonprofit organization. Their research concluded that donors fall into seven distinct groups, which they dubbed "The Seven Faces of Philanthropy" (Maru, Karen & Prince, Russ Alan. Jossey-Bass 1994).

Astonishingly, we tracked down seven donors, one from each category, and asked them what they respond to when it comes to engagement.

Here's what we learned....

Continue reading »

Design Therapy for the Purpose-Driven Organization

May 08, 2019

Branding_Alpha Stock ImagesThe value of brand design for nonprofits or foundations — when done right — is not just in the outcome but in the process. Design is the act of (re)imagining how we see and communicate ideas. It's an opportunity to challenge assumptions, change minds, and test the status quo. Brand design, in particular, is rife with such opportunities and, of course, potential landmines. For organizations that are prepared to embark on the adventure, it can be transformative in unexpected ways. At its best, a brand redesign can reinforce and strengthen an organization's work, increase its engagement with internal and external audiences, and pave the way for real growth.

Clarity, Meet Beauty

Branding is the process of figuring out the clearest, truest manifestation of who you are as an organization through words, images, and graphics. A great brand elucidates the "who" (people and ethos) and the "why" (purpose) succinctly and clearly. And the process of getting to a great brand typically starts with a design firm gathering as much qualitative data as it can about your organization.

By data, I mean the perspectives of internal and external stakeholders; an operational values assessment; deep dives into strategic business goals, personality drivers, competitive landscape, and positioning; and audience identification. It's similar in these respects to how an organization would approach a strategic planning process.

All the insights are then distilled into a strategy that highlights key elements such as organizational personality, values, and market differentiation. This strategy guides the creation of new messaging, tagline, logo, website, and so on.

So, what's the big deal? It seems pretty straightforward.

Continue reading »

The Importance of Donor Data and How to Use It Effectively

April 12, 2019

Data-analysisFundraising professionals don't need to be told that donors are more likely to support an organization if they feel they understand the work the organization does and that you, the fundraiser, value their investment in that work.

The key question, then, is: How can I effectively communicate with and develop relationships with donors that improve the odds of my organization retaining and even growing their support? And it follows that one of the biggest challenges nonprofits face in strengthening their donor relationships is not being able to seeand understand their donor data.

Given everything you do as a fundraising professional for your organization, the prospect of adding more data gathering and analytics to your tasks surely is concerning. Unfortunately, it isn't a task you can afford to ignore. Indeed, the success of your nonprofit depends on your ability to engage with donor data.

The good news? There's no reason to feel overwhelmed by yet another item on your to-do list. Donor data can be managed and used efficiently — you just have to have a little knowledge and the right tools.

Donor data encompasses several different areas and, when used effectively, can accomplish a lot. But first, you need to ask yourself some basic questions:

  1. Why should I bother to collect donor data?
  2. What kind of data should I track and collect?
  3. How do I keep the data organized?
  4. What can I do with the data?

Why should I collect donor data? 

A big part of your job as a nonprofit development professional is cultivate prospective donors and maintain relationships with existing donors. You organize fundraising campaigns and look for opportunities for your nonprofit to engage with the community to raise awareness of your cause.

Every donor interaction or community engagement results in new data. Collecting and analyzing that data allows you to:

Continue reading »

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