December 2011

My Foray Into Personal Fundraising

My work planning for, evaluating and deploying technology at nonprofits requires that I have a good understanding of fundraising concepts and practices, and I do.  It's an area that I'm sufficiently knowledgeable about, but no expert. So my current personal fundraising campaign for Idealware is an amateur effort. It is, happily, a successful one. I did some things right, including, I think, making strategic use of my social networking connections and channels.  

I might have done a few things differently, given what I've learned.  And much of the success has been instructive.

Setting Up The Campaign

As both a board member and an ardent supporter of Idealware, I give annually and encourage my friends to do the same.  But this year I wanted to step it up, so I suggested that we use Razoo, an online personal fundraising platform, to host campaigns.  It turned out that I was behind the times -- fellow board member Steve Bachman had already started a Razoo campaign, and Idealware had registered as a Razoo charity.  

I signed up for my Razoo account, and clicked the "Fundraise" link.  Setting up the campaign was pretty akin to setting up a profile on a social network -- name, description, graphic upload, etc.  I went for not too fancy with the name and graphic ("The Idealware Research Fund" and the logo, respectively), and set about to write as plain and honest a description/appeal as I could, approaching it as what I would say if I asked you to donate to Idealware and you said "Why?".

I set a modest goal of $750, and announced my intention to match half of that.  I was a little cagey about the matching requirements, saying that I would match up to $375 when I had already pledged that amount to Idealware.  My expectation, going in, was that I could probably raise $375 and my match would bring me to goal.  So I'm happy that, as of this writing, I've raised $750 and added my donation to that, well exceeding the goal.

Campaigning

My campaign targets were my social media contacts.  To that end, I downloaded an Excel spreadsheet of all 530 of my LinkedIn connections and pared it down to the 325 or so that met this criteria: they were either familiar with Idealware and supportive of the work or, maybe unfamiliar, but likely would support it.  I didn't target my staff and co-workers, and I left out some family and non-professional connections that I didn't imagine would be all that personally motivated by Idealware's work.  But I left a bunch of them in, too.  

I wanted the appeal to clearly come from me, so I didn't send the appeal through LinkedIn.  I used my personal email. I wanted to avoid spam filters, so the email was plain text, and I sent it in batches of ten people at a time, cutting and pasting from the spreadsheet to Gmail's "to" field, which was nice enough to automagically format them with commas between each email address.  The mailing process, from LinkedIn download to final click of the "Send" button, took about four hours. 

I made it clear up front in my email that the recipients were LinkedIn contacts of mine.  I'm sensitive to spam, even for worthwhile causes, and I wanted everyone to know that this wasn't a random email, nor was it a list that would be used again.  Next campaign, I'll start from scratch again.

With the emails sent, I tweeted, Facebooked, and Google+ed the effort.

Follow-up

I got a healthy response to my email blast, raising $500 in a couple of days.  It was great to also get emails from friends who passed on donating to my campaign because they'd already donated directly, or through another campaign. As donations came in, I tweeted and posted thanks to the donors on my Facebook page. The tweets included a link back to the campaign, of course.  A week and a half in, I posted new tweets and statuses and that, too, got a good response.  At $80 to goal, I tweeted how close we were, and longtime Idealware contributor and advisor Michael Stein jumped in and brought us to $750, at which point I added my $375. 

Takeaways

I think my key successes were in keeping it human, relatively low-key (no follow-up emails or persistent nagging, but between the public thank yous and a ten day social media reminder, a fairly consistent broadcast); and having the benefit of supporting a cause that's pretty unimpeachable.

I'm pretty sure that sending more personalized emails and making phone calls would have yielded more funding.  Next time, I might trim the number of people I reach out to personally, but increase the personal nature of the appeal.

25 of my 26 of my donations came from people who were already familiar with Idealware (one was from someone who works here!). I'm sure all 25 of them have been to one or more NTEN conferences. I had little luck convincing people new to the cause to donate.  Some of my fellow board members are focusing on family and other associates, and it's a harder sell.  I think that's somewhat understandable.  We all support causes that are important to us, and Idealware is going to appeal to either sympatico types like myself (I was on board with Idealware's mission before Laura set up shop) and people who have directly benefitted.  

For myself, I regularly support Idealware and orgs like them, my own employer (because the earth really does need a good lawyer!), and a collection of causes that have missions that really resonate with me, as well as reputations that hold up.  But it's a fraction of the orgs that I would contribute to if I had more to afford. Who we pony up the checks for is a very personal matter.  I'm thrilled that a significant percentage of the people that I appealed to heeded the call, and it speaks to the great work that Idealware does. But I fault no one that I appealed to, as I'm certain that the ones who passed up my cause have worthwhile causes of their own.

All that said, if you want to help out Idealware, you can do so via the red button above, or via my campaign at Razoo, which runs through December 31st.

 

The Best Free Resource You're Not Yet Taking Advantage Of

Over the past year, our friends over at NTEN have quietly created and launched a pretty remarkable resource for the nonprofit community. The NTEN:Change journal, designed for non-technical nonprofit leadership staff, is a quarterly publication that's stuffed cover-to-cover with useful, interesting articles and other bits of information. Sure, we've got a horse in this race, since we both sit on the editorial committee and provide content for the journal, but we wouldn't devote so much of our time to the cause if it wasn't one in which we believed.

If you haven't checked out NTEN:Change yet, there's no time like the present. And it's free.

 

The current issue addresses the power of data from the different perspectives of measuring impact and making effective decisions,  database management, and turning data into impactful stories. And because it's a digital publication (no paper!), they've been able to incorporate exciting content like a mini-documentary (on Cloud for Nonprofits) and a podcast (on HIPAA compliance). We've got an article in there about how to decide whether a single constituent database makes sense for your organization, with case studies to back it up. We've also got an infographic mapping website ecosystems. In addition to our content, there's a slew of other good stuff written by some of the most insightful people working today in nonprofit technology.
 
Did I mention it was free?
 
One more thing: On page 40 of the current issue, at the bottom of NTEN Executive Director Holly Ross's article about essential tech tools executive directors, there's a chance for nonprofit readers to get free NTEN membership for their entire organization through 2012. There's no bad time to subscribe to NTEN:Change, but now's an even better time than usual. Sign up for free at http://nten.org/ntenchange.
 

When Is It OK to Break The Rules?

We're proud of what we do here, but honestly, the Idealware story is not all that attention-grabbing--at least, not compared to the rest of the nonprofit field. Helping nonprofit staff who are struggling with technology definitely has trouble competing with organizations who are saving things like cute puppies, adorable children and beautiful landscapes. Concerned with our ability to compete for funds with the heart-warming and the heart-wrenching, we set out to search for an alternative approach. 

One thing we played around with was the concept of moving our campaign to a different part of the year to help us stand out more, but we felt that missing the “giving culture” of the year-end was a mistake. Last year we tried a substantial matching campaign that worked well, but felt a bit awkward. So this year we took a bold approach to our end-of-year fundraising campaign. If you've seen it, you know it's obvious that we broke the rules--strategically, and yes, intentionally.
 
We chose to go against some of the email fundraising best practices in order to stand-out from the deluge of letters. The actual credit to our approach falls to Chris, our Senior Editor extraordinaire, who wrote two drafts for our appeal--one a true traditional fundraising letter, the other a version that bucked the rules almost completely
 
It was too long
It started off talking about what we are not rather than what we are
It was punchy, and a little sarcastic
There was no announced goal
It didn’t have a P.S.
 
But when we read it, the nontraditional letter resonated in a way the other letter did not. It was the same base content, but it spoke to the reader in ways we hadn’t been able to achieve with letters past. I conceded that it was okay to break the rules if it worked this well, so I held my fundraiser’s nose, took a deep breath and sent out the letter the Tuesday after Thanksgiving. 
 
We’ve gotten a tremendous response! Yes, people unsubscribed from our list at a higher rate than normal, but not drastically higher than last year's campaign. Yes, a few curmudgeonly people emailed us to explain exactly what we did wrong in the email, although we got no irate “I signed up for this list for free resources and now you are asking me for money!?!” emails like in the past. And we raised almost double off of that first letter than last year.  
 
So was it okay to break the rules? I think the answer has to be yes. Consider this me giving you permission, with the following caveats:
It has to make sense.  
You must have a good reason. 
You don’t do it all the time. 
Your gut tells you that you definitely should.
 
What do you think? Here’s our letter…was it okay for us to break the rules? Let us know what you think in the comments.
 
 

Ask Idealware: What Organizations Are Doing A Good Job With Crowdsourcing?

Everyone hears about different tools and strategies, but are there any good examples of organizations actually doing it? Andrea Berry, our resident expert, shares some of her favorites.