Tag Archives: Jen Frazier

Nonprofit Radio for September 28, 2020: End Of Year Fundraising

My Guest:

Jen Frazier: End Of Year Fundraising

Jen Frazier talks you through. What do you want in your workplan? How does the pandemic impact your strategy? It’s a comprehensive convo for your 4th quarter. She’s founder of Firefly Partners.



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[00:02:04.74] spk_1:
Hello and welcome to tony-martignetti non profit radio big non profit ideas for the other 95% on your aptly named host. Oh, I’m glad you’re with me. I’d suffer the embarrassment of or a facial granuloma if I came to learn that you missed today’s show. End of year fundraising in Fraser talks you through end of your fundraising. What do you want in your work plan? How does the pandemic impact your strategy? It’s a comprehensive convo for your fourth quarter. She’s founder of Firefly. Partners on tony Stick to Planned Giving accelerator were sponsored by turn to communications, PR and content for nonprofits. Your story is their mission. Turn hyphen two dot ceo and by dot drives raise more money, changed more lives. Tony-dot-M.A.-slash-Pursuant a free month. My pleasure. Thio Invite for the first time to the show, Jen Fraser. She founded Fire Fire Fire Fly Partners in 2007 and has more than 20 years of experience in the nonprofit sector. She’s been at Planned Parenthood Federation of America and part of the team that planned and executed the march for women’s lives in 2004. Ah, high point in her career, she lives in Boulder, Colorado, with her two kids and gets around mostly by bike. Jen has a knack for putting things together, from project budgets and puzzles to Ikea furniture. The company is that Firefly partners dot com, and she’s at Jenna T. Firefly like Rufus T. Firefly, who knows that movie reference? Rufus T. Firefly. But she’s Jenna T. Firefly with one end. Yeah, T Firefly. Welcome to the show.

[00:02:20.24] spk_0:
Thank you so much. Great to be here. And yeah, it’s just it’s Jen at Firefly. So it’s done up. It’s It’s just Jan with one in at 80 Firefly or Twitter. Not genital.

[00:02:20.93] spk_1:
Your Twitter, your Twitter.

[00:02:23.02] spk_0:
It’s Jen at Firefly. Partner Janet Firefly is my Twitter, but it’s not Jenna T. It’s Jen at sea. It’s eight.

[00:02:30.95] spk_1:
Okay, look, look back at the email that you sent me on you said Gente Firefly. So I immediately thought of Rufus T. Firefly.

[00:02:40.24] spk_0:
Well, I like it. I like the reference to so that’s okay with me.

[00:02:49.04] spk_1:
It’s old Groucho Marx, but it doesn’t, but it’s it’s totally inapt because that’s not your Twitter. So your Twitter is

[00:02:58.44] spk_0:
Gen. At Firefly Gen. At Firefly. Yeah. Oh, well, I know I just Okay, Right

[00:03:16.27] spk_1:
now, we’re I’m quibbling. No, it could be Jenna t Firefly. Or it could be Jen at Firefly. Alright, so no. So your email was not incorrect. All right, so I take that part back. Your email was not incorrect. It’s just how we’re reading letters. E n a t I read. Oh, I read Jenna T Firefly and you read it, Jen, at Firefly, Your middle initial is not Is your middle initial by t By any chance?

[00:03:29.71] spk_0:
It is not.

[00:03:30.78] spk_1:
Because then I would’ve had a big score. All right? It’s not all right. Alright, so All right, so Alright, alright. I do apologize for saying your email was incorrect. That’s not true. It’s okay. Jenna T Firefly or Jen at Firefly. I’m sure you’re gonna get a ton of new followers now because we

[00:03:49.57] spk_0:
just wait. I gotta go. Look this up. Get this

[00:04:12.44] spk_1:
into the ground now. Yeah, OK, but I like the Rufus t Firefly reference to, so All right, I’ve got some construction going on here. You may very well here. There you go. There’s banging. You might hear some cutting banging, uh, crow borrowing crow. Barring my deck is being replaced. And, uh, you know when when you can have a contractors who works, you don’t tell them and send them off the job.

[00:04:18.91] spk_0:
No, you do not. You know, they show up, you put them to work.

[00:04:40.44] spk_1:
That’s right. And they continue working. And I don’t You don’t You don’t stop the working contractors so we’ll persevere. Uh, it’s just like in the background. But that’s the that’s the construction noise is on my side. In case yes, there is there wondering. Um, all right, end of your fundraising. What do we have Thio Do you have to keep in mind, like overview first and we’ve got plenty of time to spend on some details?

[00:06:01.64] spk_0:
Yeah, it’s obviously that time of year. Um, it’s ah, it’s a particularly crazy time of Europe, but we can’t can’t stop the end of your fundraising. For most, you know, non profit sits the bread and butter moment for most org’s. Um, I would say what we’re hearing and what we’re seeing from a lot of clients, which we’ll talk about in more detail, is certainly the Should we do it? How do we do it this year? Super crazy? I would say Absolutely. Yes, yes and yes, very enthusiastically. You have to ask on Dhe. You can’t be afraid. Can’t be shying away from it. But I’d say the biggest piece that’s different this year. Um, it’s sort of the contextualizing and sort of the way you’re going to go about your messaging. Um, obviously, people know kind of the fundamentals, generally speaking. But I would say the biggest mistake we see nonprofits do is you sort of have, like, not that much messaging. It’s a little bit cold. And then suddenly you’re like, Boom, boom, boom, boom, boom. You just, like, go straight in to the asks, like right away. And you hammer your supporters, um, which you know, might work OK in some years. But I’d say this year it’s certainly worth thinking about sort of again, like the context, the ways in which you’re approaching that messaging, but certainly try to mix it up also a little this year. Maybe not. Just go straight with just hard core messaging, messaging, messaging. Ask ask ass. We’re gonna talk about some of the ways you can kinda add a little bit, um, into your typical end of your messaging for folks who have only ever done sort of just straight like, Oh, well, I’m going to do a couple of things around giving Tuesday and then I’m gonna just hammer the last week of December or something like that. I would encourage you toe start now and start planning earlier and start thinking about some different messaging, arcs and timing to just provide your list a little more relief on dhe to sort of stand out in different ways because it’s gonna be Yeah, I think looking for some of the few fewer dollars it might be around this year. It’s gonna be more important ever than sort of like really refining and honing messaging that you go into the end of your with

[00:07:13.72] spk_1:
it. Sounds like some of what you’re suggesting is a little softer compassion. Maybe absolutely no,

[00:08:46.24] spk_0:
that I think you’re right on it. Za compassion space. I think that, you know, really key components that folks would you typically dio and definitely should try to dio, maybe even more so. It’s not just sort of the typical sort of Hey, look at all the great things we’ve accomplished this year, which is always a real key piece of any end of your look at the great things that you know we’ve accomplished together. I think some of the big pieces years also messaging and we standpoint from your non profit to your supporters, even if they haven’t been that responsible, been, um, real active in giving this year because it’s been a little bit of ah, anomaly for everyone still really contextualizing. It is we, but also really recognizing that everybody is in the same boat right now, and everybody is in a obviously very uncertain, unknown, probably economically challenged position. But that doesn’t change the work that you’re doing the organization and the critical nature of the support that folks can give to really help. You know, diseases don’t stop in a pandemic. We obviously get worse there. You know, the environment obviously isn’t getting any better. All whatever your cause might be. It’s still critical work. It was critical before. It’s still critical. Don’t try to downplay sort of the need to stone message about the importance of the work you’re doing, but obviously be very compassion. Leading I think with the messaging is probably one of the more little things in the context of this and saying you’re Yeah, I

[00:08:49.94] spk_1:
understand. What are some of the pieces that you feel belong in your end of year work plan

[00:08:57.04] spk_0:
in the work plan? So I think some of the things that folks are kind of experimenting with even more so this year is ways to make your messaging connect with your folks. So some of the suggestions I’ve heard from people that were incorporating with some folks is even just doing small video snippets that you might embed or drive You can either embedded in the messages themselves that you’re sending or have links. You know, just just have ah, still of the video that links to the embed on your site. Things like that from your either from your executive directors, maybe, or some of your program people, or even most effectively, some of your he volunteers that you might have, or donors that have been long time supporters of the organization, um, to really bring again that message and bring that face to face element into your messaging when obviously we’re all in a very disconnected distanced world right now, bringing the face of the organization so I can not just the team members by folks who are out there doing your work. If you had the opportunity to host or do some virtual event work, or maybe did your gala remotely this year providing snippets there again and or links back to that on your website so that people can, you know, kind of review if they weren’t able to attend the you know that live version of it you know, China showing some of that work and again showing some of that interactivity that you are incorporating. Um, and if you didn’t have the opportunity to do that this year, you could even right now incorporate um opportunities first with live fundraising, even during your end of your campaign, I know it’s gonna be a busy month for folks, but especially early in the month, you could hold a little virtual fundraising event a ZX part of your end of your If you’re feeling

[00:10:58.56] spk_1:
early in which month

[00:11:01.24] spk_0:
early in December. Sorry, it’s sort of in the heavy. Giving somewhere either around giving Tuesday at the beginning of the month or somewhere that you find is a strategic moment for you, probably not as it gets closer to the end of the month because there’s just too much going on. So it’s a either leading up to or right around or immediately after. Um, you could do it. Thank you. Virtual kind of giving an opportunity. Thanks for all the work that we’ve done this year. Help us. You know, with a big push and end of your there are lots of different ways you can sort of incorporate that messaging into your into our potential. Like many live event, even in the December time frame that really draw enthusiasm into

[00:11:50.84] spk_1:
your I have a couple of a couple of questions around. What you just asked, What were you just talking about? The video snippets. Might we put those what, on a like a fundraising landing page?

[00:12:12.14] spk_0:
Yes. Yes. I mean, you could certainly obviously host them in the m e o or YouTube, but you embed them on a landing page, that right there as they’re watching it, they have the opportunity to give right at them, motivated the You can bend them and bend them right on your donation form for sure. And they can play right there as your and then they could give right at that moment. That’s your best case scenario. Don’t Don’t make people click too many times. You’ll lose them, obviously. Or don’t just send them to you. A video off YouTube. That doesn’t provide them the opportunity to give

[00:12:32.17] spk_1:
that a call to action. Right. Andi, we’re talking End of your fundraising. So that called action is make a gift,

[00:12:38.26] spk_0:
Make a gift and yeah,

[00:12:40.48] spk_1:
mentioned fundraising, Many events. They’re a little more about that flesh. Shut out. What do these look like? How do we promote them? How do we get folks to come to them?

[00:14:50.34] spk_0:
Yeah, I mean, just like obviously, with any event now in the in the virtual space, you can do it just as easily as this. Like you can hold a zoom call. You can provide folks links. Obviously. Zoom in any of these, you know, virtual. You know, Dylan, you want to provide security so that you’re not going to get spammed or you have too many other folks coming in. But if you send it out to your list or a segment after your list, you can also find this is an opportunity to say, Hey, my already active donors, I would like those folks to come to a special event. You could also make it sort of like a V i p kind of event or things like that, for for segments of your lips, like you’re high level donors or things like that, we could make it more personalized setting where smaller groups are coming together and having the opportunity to interact with each other. Lots of times, we we suggest, folks. Then hold a zoom in a conference style where you’re presenting and your attendees air and sort of listen Onley mode and you’re presenting content. And so the important pieces there are, you know, think about the message and you wanna put forth you obviously right, a full script. You’re doing lots of promotion again if you’re doing it in a very segmented way, you’re targeting those messages only just a smaller subsets of your list, or you could make it more broad, but you’re going to provide a secure log in for folks you’re going to then say, Who’s gonna be on that? Maybe maybe it’s just a now or two of, you know, thinking again. Highlights of the year. We want to really think you know folks who’ve turned out for us. We want to show some of the results. You’re putting together a little script, and you’re obviously building a message there of motivation, care, compassion, connection with your, you know, with your supporters and and providing throughout opportunities where you’re showing a link to give opportunities where you can again, like in bed. Some of these videos, later on a landing page of people weren’t able to attend and alive instance. And it’s all about compassion, first connection, understanding the importance of the work that you’re doing and just doubling down on the mission of your organization that work again. It’s still is still critical, but it’s really important to sort of just draft a script. Make sure you have, like if you’re gonna have key guests come in, you have them all and sort of that they’re in presenter mode. And so if you’re passing the baton, everybody knows when they’re speaking what they’re speaking about. You kind of drafted that all ahead of time and, you know, you could do run through. I highly recommend doing doing run throughs before you actually show up for a live event so that everybody knows sort of the cues and handoffs and all that and what’s gonna come next. And oftentimes people will put live, you know, snippets in the middle of prerecorded content, which helps sort of take the pressure off of, you know, needing to be live and speaking for the whole whole time. But usually an hour or two is plenty, and that’s all people really have to give, you know, a lot of times to attend some of these live events. I think people feel like they need to come up with, like, tons of content and tons of time. But mostly, we say, keep it short and sweet.

[00:16:43.65] spk_1:
It’s time for a break. Turn to communications. Just this week, a friend got an extensive quote in Business Insider magazine. I asked him how he landed it. He had a relationship with the journalist the writer called him when he needed someone with recruiting expertise. Turn to will help you build journalist relationships like that so that journalists call you. That’s how solid the relationships are. Turn to specializes in working with nonprofits. One of the partners, Peter Panda Pento, was an editor at the Chronicle of Philanthropy. They’re at turn hyphen two dot c o. Now back to end of year fundraising. I’m hearing folks are mhm. I don’t know if burned out is too strong, not burned out with it without, But I’ll use it getting burned out with screen time.

[00:17:50.74] spk_0:
Oh, yeah, you don’t Your everybody right now is and I just call it zoom fatigue. Even if you’re not using Zoom gonna hang out whatever urine screen fatigue, screen fatigue. So I would say the other piece there is sort of make it fun, you know, make it like, interesting. And like people have been having I’ve seen really fun like little parties where people are, you know, encouraging other people to sort of show up, dressed up like have your like, maybe make it a virtual holiday party and giving that kind of thing and sort of like, you know, you’re not doing a lot of going out right now anyway, so go out, but stay in and sort of like, make it, um, make it fun as you can and make it sort of party like or really again, it’s It’s a good opportunity to really think and be in a space of gratitude for the folks that have continued to show up for your organization through obviously, what’s very topsy turvy kind of year and just again reemphasize the work that you’re doing and it is to continue it.

[00:18:08.44] spk_1:
So let’s talk about the pandemic because that’s obviously still in full bloom and will be through the end of this year. We’re talking end of your fundraising s. Oh, you did mention being mawr compassionate. Softer What other? What other advice are you giving around messaging?

[00:18:16.94] spk_0:
So I think it’s an interesting thing right now as you’re planning this, if you think about hosting either just the message you’re going to do in your emails or if you’re going to do some of these sort of adding video content or even go to live, think about the timing and which is gonna happen to us. You’re going to do this messaging in what is probably gonna be a really extra hard time, because we’ve had maybe a little bit of a respite over the summer where you’ve actually been able to go outside and you’re your mental space is probably okay right now. But really be thinking about were months into then winter and really being enclosed, and it’s gonna be a double down. I’m a little.

[00:18:55.59] spk_1:
We’re talking about doing something in late November or early December,

[00:18:59.16] spk_0:
like think about what? That’s going

[00:19:00.66] spk_1:
to full month. So it’s full all of October and all of November away,

[00:19:52.14] spk_0:
right? So you’re already like, you’re like, I’m I’m, you know, feeling even, maybe a little bit. Like I think this is gonna be a hard winter for a lot of folks just because of, well, who knows what’s gonna happen? The election, that whole You know, what not, but because the pandemic isn’t going away and I think it’s probably going to see a bit of a surge again, as we do with, like, most flu like, it’s just one of those things you kind of just be really cognizant of, like how to think about again, my personalization. And again, this is where you could take take your your segmenting with your list very seriously and kind of say okay, great thes air folks that I’m gonna go maybe a little bit softer with my message, you know, because maybe they have been on my list that haven’t been as active. Think about ways you can sort of take your key mission elements and, you know, just maybe try toe, tweak it in a bit. Maybe that you haven’t before or just think about ways you can serve again, like personalized it or keep it, um, you know, try new hooks. Try new ways to help people think about the ways in which your work Think about what’s been happening with the organization over the course of the year during the pandemic and how you maybe have had thio toe alter what you do a little bit or tweak it a little bit because of the, you know, distanced space were in and really, you know, to find that a little bit better for folks or help people make the connection. Sometimes, obviously, people aren’t seeing maybe how your work is tied or has been affected by the pandemic. Highlight some of those things because I think

[00:20:37.55] spk_1:
vulnerability like, don’t be afraid to be vulnerable.

[00:21:11.04] spk_0:
Absolutely, absolutely, like differentiate your messaging by. Here’s how we’ve been impacted. We’re right here with you were having struggles to don’t over downplay like doomsday and messaging, but sort of just be up. Be honest. We all been like we’ve been struggling. This has been a hard year for everybody. Here’s how it’s impacted us and put that out there because I think one of the things that’s been most helpful or multiple most interesting for us. Working with org’s is that vulnerable space. The don’t try to put on the sheen of Like Everything’s fine. It’s all gonna be OK. It’s OK to sort of say, you know that you’re worried and and the impact that is actually having on your work or how you had to

[00:21:24.25] spk_1:
appreciate that That that honesty absolutely openness again vulnerability.

[00:21:29.64] spk_0:
Its key. I think so. The compassion with you know, the this key. But I think the vulnerability is probably even a better word. Thio

[00:21:36.97] spk_1:
genuine. It shows that you’re genuine, sincere, absolutely human,

[00:21:41.55] spk_0:
E I mean, that’s

[00:21:43.29] spk_1:
lose our humanity over

[00:21:44.49] spk_0:
this. This is the space where the humanity I feel like actually Muchas there zoom fatigue. It actually, for me is help sort of bring a lot of humanness into people that I’ve had a very professional relationship with in the past, where you’ve actually been like Oh, you know, my kids were running through or, you know X is happening you’ve got contractors in your house, you This is it. This is life. This is who we are and really leading with that human to human connection. We see people in

[00:22:13.08] spk_1:
their kitchens. Absolutely. I saw someone in a in a bedroom because the kids were out in the other. The other parts of the house. I think that’s why should. She was in her

[00:22:49.34] spk_0:
best, like everyone’s trying. And so you’re like carving out your own. You’re trying to carve out a space to do your work. Be a partner, be a parent with all the different, be a daughter’s. You’ve got multi generations and houses. You’ve got all sorts of things happening, and it’s it’s showing in a way right now, which I think is actually quite beautiful on Dhe. I think if organizations can really lead with that space, I think that’s where people feel. The connection is what drives people to give. I mean more than sort of like Certainly it’s the impact that organization, but it’s like the people doing the messaging connect with the people who are, you know, driven to give. That’s you’ve got those key emotional moments that drive the giving and so trying to find those and again leading with that humanness vulnerability. It’s critical, critical right now more than anything, and people are starving for riel connection. And not just these sort of like Okay, great here these Polish, you know, webinars and hear all these great glassy materials. It’s like actually, we really, like yearn for the person connection that human connection is critical. So I would say, Definitely lead with that.

[00:23:39.04] spk_1:
I’ve always thought you know you just because you just referred to glossy pieces. I’ve always thought that sincerity Trump’s production values

[00:23:47.84] spk_0:
I don’t

[00:24:06.22] spk_1:
have toe have pro mix and lighting and pro video someone sincere with a with a phone in their hand, shooting themselves for 30 60 90 seconds with a heart felt thank you. Or here’s our need type message that I think that trumps all the whatever.

[00:24:31.64] spk_0:
I think that’s actually a good sort of also like kind of lesson or take away is like, don’t be afraid to try some of these things because you don’t have the right equipment or you don’t know what you’re doing, or it’s gonna feel like you’re gonna mess up well, good do. And don’t worry about having out like the best microphone or the lighting isn’t right or you’re gonna Look, you don’t have, like, look perfect. You know, you’re what, like, this is absolutely time. Just let all that stuff go. I think maybe before you’d have been maybe trying to be, like, put together a more polished video piece or something like that and have to have higher production team or something like that to do it. And I think a lot of times in the past you have folks would be really afraid to be like I can’t do like a video piece like, I I don’t I can’t afford to do that or whatever we get. You can, because you just have your you zoom or your Google meat or whatever, do it yourself or your phone exactly like you can do it. And it’s still with that connection that is going to drive people to give the glossy production piece like Not that you can’t. There isn’t a space for doing that at some point, but it’s not critical. It’s certainly not needed, and I think it doesn’t resonate as well,

[00:25:14.04] spk_1:
so you could have ah piece from your CEO or executive director? Totally. We’re talking about embedding email before embedding video email before, it could be something simple like that,

[00:25:23.54] spk_0:
Absolutely. And I honestly think that, like one of the things we’ve been trying to do a firefly is actually, I love executive directors. You’re amazing. You’re keeping it all together and you run all that stuff. But honestly, it’s the highlighting of the more of the front line staff. And the people like doing the dirty work. Sometimes you just want to be like those of the stories that, actually again, sometimes are told is often. And there’s sort of these bigger, yeah, kind of impact pieces. But if you just talk about you know Jane Smith, why is she does the work that she does? Why is she motivated? Even, you know, like, why does she show up every day and do the work that your organization,

[00:25:58.89] spk_1:
how your gift, how your gift helps me Jane do that work

[00:26:10.64] spk_0:
right? Exactly like that’s like, Yeah, I mean, I’ve had we’ve had some of the most amazing conversations with folks who are just why they’re motivated to do the work that they do every day at your organization is probably some of the most compelling content that you have, in addition to, obviously, the real life story of the impact you know, getting into and again like, maybe that’s the other pieces you’re highlighting if you have ah, direct impact type of organization, a story right from, you know, some family that’s been impacted by the work that you do, and they could tell their story. It’s again that getting as personal and real right now as possible is the motivator. Toe giving, I think the connection there.

[00:26:46.94] spk_1:
What about giving folks options? How much to give?

[00:28:41.24] spk_0:
Yeah. And again, this is again depending on how much data you have, your systems and how well you can segment, I’d say one of the biggest mistakes we also see people doing is not segmenting and giving folks, uh, different giving levels. Um, if someone has given, you know, $50 before, certainly starting them at 100 or something like motivate them like push them to go higher. Someone’s already given you 250 bucks. Start them, you know, with the form that says 500. I mean, like, really sort of try toe, motivate something, but you don’t want to give somebody, Obviously the $50 donor. Don’t drive them to the $500 form. So you do need to have a little bit of that segmentation. So this education and if you can’t or don’t know how to do dynamic gift arrays on your form based on, you know, don’t be afraid to even just say I’m going to create two or three forms and I’m gonna segment and send people toe for, maybe, or see if you can’t do in a dynamic format, don’t be afraid to at least try and give folks those different options. It is. There’s a million statistics out there about when you drive someone to a form that is higher, giving levels they will give more. They will. I mean, they just will. So go there, Get you know, mind your data. Find a way. Do whatever tools you have, find a way toe pull out and segment. You’re either non donors and drive them into at least an entry level of, you know, $25 starting going up or your mid level and your high level and drive them to the appropriate forms with the right giving levels don’t just sort of send them to that one generic form. You will see that a result with just a little bit of extra work to segment, um, and drive to the appropriate form.

[00:28:42.91] spk_1:
Absolutely. What about asking to make it monthly?

[00:30:06.74] spk_0:
Yeah, this is a moment where I think there’s always a little bit of tension for folks. Certainly, we want to just get the gift. Um, if you’ve got folks who and like, you know, there’s different, different times of the year that I think you could try to do one time to sustainer campaigns. Some argue very much. The end of your isn’t the time to try toe to do that because you’re just trying again, like get these, you know, mortgage gifts at the end of the year. But I find that if you could move into the that, the mid mid level donors that have been consistently will give, like a gift here, a gift there. This is a perfectly good time. Thio sort of turn it into sustain Ear’s for the following year. Again, if somebody is even giving you into the hundreds or thousands of dollars before do the math or again If you have the abilities with your tools toe, have it do it dynamically for you. Make it just so that that they become a recurring giver. They’re obviously going to get Mawr, but it feels like less impactful for them every month. Oh, you’re just going to give $20 a month? Oh, and you know what that’s gonna be because they’ve only given you. Maybe they’ve given you 100 $50 before as a one time gift or a couple $100. But if you turn it into that Oh, if you could just give us $25 a month, that’s equal to you know, three coffees or whatever. Um, obviously, we all know that the how the math works. So But I would say, Don’t try to take your you know, if somebody’s Onley giving you once before or those types of done again, it’s all about the data that you can collect a one time donor on Lee. Obviously, they’re gonna be less likely to just suddenly turn into a sustainer. But those folks who have given you a gift here and a gift there, or they give you every time it end of year. But that’s the only time they give those air really key people to sort of zero in on and say those air critical and more likely to turn into sustain er’s attend

[00:30:39.10] spk_1:
up here. So you do it for the right folks. And then it’s not likely that you’ll see a reduced end of your performance by asking, Would you like to make it monthly?

[00:30:50.94] spk_0:
Yeah, I mean, I think that’s your again. They have to look at your different data points. So if you say well, they would have given me $250 as a one time gift it in a year. But now I’ve turned them into a you know, a $40 month sustainer. Obviously you’re getting you’re getting $40 rather than 250 at end of year. But obviously the impact for your organization is much greater. Oh, yeah, you have to sort of. You have to look at the data carefully so you don’t just go about. My overall gifts might have decreased slightly, but my overall long lasting impact of the organization has certainly gone up.

[00:32:57.64] spk_1:
It’s time for tony stick to planned giving accelerator. I told you last week we extended the first class. So the first class is gonna start January 1st 2021. This is a brain dump. Everything I know about how to start and grow your plan giving program, I am going to teach to plan giving accelerator members. You want to get your plan giving program started in 2021. You’ve heard me talk about this so many times on I’m not done. By the way. Uh, if you don’t have a plan giving fundraising program, you can start in 2021. You don’t need a lot of money. You don’t need expertise. This is not only for your wealthy donors. It’s not gonna hurt your other forms of fundraising. All these air myths that people use to make a plan giving this black box this complex thing that they don’t think they can do on their own. You can. I’m gonna teach you how become a member of planned giving accelerator. You got to get everything I know about how to get this program started in 2021. All the information you need more detail and how to join is that planned giving accelerator dot com. I hope you’re going to join me, that is, tony. Stick to Let’s return, shall we to end of year fundraising with Jen Fraser. Just the importance of segmentation a couple of times.

[00:34:21.14] spk_0:
Yeah, it’s critical, and I know that we work with a lot of organizations, and that’s a burden or a barrier. It’s like this. There’s a There’s a level of effort there, that a lot of work. They’re still just sort of sending the same message. So their whole list and, you know, you get mixed results with that, I’d say not Not effective, you know, really, Overall is a strategy. So even simple segmentation that was like, You’ve never given before you’ve given once or you’ve given multiple times like almost every tool out there can allow you to segment. At least that was, you know, those kind of big buckets, Um, and in the messaging that you’re sending, obviously is a lot more of a gratitude stance, even with non donors. Just thanks for being a part of our community and that sort of stuff. You can still find ways toe. Thank people for being on your list the type of gratitude that you then put to a previous donor is much greater. So you can certainly be like Thank you for this. Think if you’re a lifetime giving amount, Thank you for, you know, also, um if they if you also know they’ve done other things, they volunteer. They’ve come to events like again. The more data you can find out about and the more personalized those messages can become, the better. You know, the stronger the connection you’re gonna make with that individual on the receiving end of that, the more they’re going to be motivated to go. Oh, they this organization cares. They’re paying attention. They know that I’m involved. They know what I dio and they care.

[00:34:36.16] spk_1:
They’re acknowledging there, thanking their grateful thinking before right?

[00:34:39.56] spk_0:

[00:34:59.84] spk_1:
gratitude. Yeah, there’s back to humanity. Gratitude, gratitude, compassion, humanity. All those things really should often be in our fundraising or always be always be not just often always be in our fundraising, but like I hear so many times we will each heard 1000 times in the past six months so much more now because of the pandemic, because folks aer isolated, reach out and be that much more humane.

[00:35:10.68] spk_0:
Compassionate? What The compassion

[00:35:14.49] spk_1:
heartfelt, but I can’t think of any other adjectives.

[00:37:15.73] spk_0:
Well, those were all perfect on. That’s like, you know, and I would suggest that you do some sit down, you know, even just your team or you can, you know, get some messaging help from folks or whatever, but just sit and marinate in that space for a minute. Like, really think about your messaging. Really think about being in that compassion and vulnerable all those operatives you just listed in that space and thinking, What do I want to hear? You know, from organized Because obviously everybody that works and non profit almost I would say 100% of them give. It’s not their non profits. So think about what motivates you when you receive a message and, you know, really kind of double down on that and say, Gosh, alright, and spend the time if you can. Um, you know, if you’re starting now very much like, what can we do? How can we pull the data out? How can we learn more? How could we segment better? Um, and taking that time, we’ll have, um, really, really big impact on the outcomes that you’ll see in the giving space in the giving time because it’s a again, the more personalized, the better that connection, the deeper and the more you can you not be in a space of gratitude, I think is critical. Um, and it doesn’t have to be this huge burden so it can. Even even simple segments can make a big difference and taking people have given over. You know, you have to look at your giving and figure out where your thresholds or I won’t and say, Oh, these are the exact dollar amounts where you want a segment. But you look at your overall giving and you find where those breaking points are and where you really like, have a smaller again. How do you really, really, really pamper some of those high dollar donors and really show how much you care? What can you get back to them? Are there things that you can actually physically get back? Are you Are you sending gifts back or what? Do you? Are you sending stuff in the mail? What is it that helps really differentiate and show those folks, um, you know that you care in your

[00:37:22.94] spk_1:
That’s where a personalized video could be outstanding, like a or one of the other companies that does that, you know, Right? Snippets. 30 seconds a minute on the fly. You You’re walking Well, I walk on the beach, You’re walking on the beach. That’s the first thing I think of. But you’re walking on the sidewalk. Wherever you are. You can shoot a quick video to thank someone for a gift that just came in.

[00:39:01.72] spk_0:
Ah, 100%. That’s actually profit one. I didn’t actually talk about that. It’s That’s the follow up and the next steps. So you know, you get the gift. Amazing. What does that immediate auto think? Look like? I think a great opportunity. There is also. Yeah, Do maybe a video there or again. That’s that, Like viral piece, obviously. Then how can we help you really be motivated to just tell a couple of their friends about the work that we’re doing? Maybe they’re not even on our list. Maybe they’re not obviously gonna get incorporated into your end of your giving. But how can we then take this as an opportunity to grow your just overall this size? And then just to double down on that anybody that’s new, that’s coming into your list during this as a space. How are you welcoming them into your organization? IDEO personalized quick videos from again BDs or other staff? Or again, like the folks who are impacted by your work. Those all really bring a new person onto your list s so much more deeply, quickly. And then if they come in and they’re new, understanding that segment if they come in new in the in the next, you know 90 days how your messaging them and welcoming them and easing them into, you know, a gift. Ask like you don’t again like First Message like Out of the Gate. Even though it’s end of year, it’s suppressing the right folks to as well, a segmenting the right folks to the right message to. So there are. There are several different streams that happened in there, and certainly these tools that have really great marketing automation set up make it that much easier for folks You’re not, and they’re trying to do like a ton of like, re segmenting and re personalizing and data manually work on the automation pieces, understanding when folks are coming in and the different ways they’re coming in. And if they do that first gas, what’s the next? What’s the next and next? And

[00:39:30.44] spk_1:
so are there some tools that you like that you can

[00:41:30.91] spk_0:
recommend? You know, pretty much all the tools Right now, I think male Champ has good stuff for folks were just looking for a pretty, you know, good industry point for messaging. We use all use the market animation that’s involved, the every action and engaging network tools are great because then they just high right into those you know, donation forums that you make as well in the system. Obviously, um, even illuminate There’s great messaging automation. There’s so many email marketing tools out there, but those are the ones we work in the most. I would say that we find the majority of our clients, um, in and I’ve really Then, you know, I’m surprised I’m not surprised. It it feels like a lot and then be like, Oh, I gotta, you know, turn and, like turn into a data scientist almost to figure out how to, like, really do effective segmenting and messaging. But there are some simple automation is you can set up in these tools to really help take the burden off of you as well. And you can set a bunch of this stuff up, obviously a lot of time. So when the frantic nous of the like giving Tuesday to end of Your madness happens, most of those were already set and you have the message in there. Obviously, it’s not like a big surprise right now. You should have two sets of messages going on right now. Outcome A from the election and outcome. Be like Just do yourself a favor and right both sets now because you don’t wanna have to be scrambling. So many people in 2016 had all their yea Hillary messages already written. I hadn’t even thought that it would go the other way and let were literally scrambling. I don’t want to think about the other outcome, but unfortunately we have to say that’s a possibility. So do yourself a favor and just be ready with, you know, both both sets of messaging ahead of time so you can, you know, push the right one forward and you’re not scrambling at that moment to come up with the right messaging in that. What could be pretty devastating outcome.

[00:41:33.36] spk_1:
So so one letter has a picture of rays of sunshine. Another one. Another one has a dumpster fire

[00:41:40.26] spk_0:
on even then,

[00:41:42.23] spk_1:
conflagration in

[00:41:43.25] spk_0:
a sea. Hard as that is, it is challenging. And as it is, trying not to be overly doomsday if that with a bad outcome on the election end of your giving this again still gonna happen and still critical, and it actually might be even. Sadly, it’s sometimes the bad outcomes or more motivator. But either don’t try to capitalize it on too much and don’t try to be too dooms days. You kind of have to weave, and they’re in the middle between not like the world is on fire and we’re dying. We have to give and, you know, organizations or

[00:42:14.95] spk_1:
and let’s be egalitarian because I I don’t do politics on plan Giving that profit on non profit radio. Maybe doomsday scenario for you is a Biden,

[00:42:24.90] spk_0:
Absolutely. I mean, absolutely, that’s what they either outcome. You have to be ready with how your organization is kind of position, either outcome, So you have to start it just be like whatever that means for your organization. The outcome will obviously have a big impact. So just be ready with both sets. That’s Yeah, keeping it, you know, keeping it neutral. Just be ready in whatever that looks like for your

[00:42:50.20] spk_1:
order testing. Testing? How do we know if we’re doing these things correctly? How do we test different outcomes? What should

[00:45:26.99] spk_0:
we be testing? There is a lot, you know that you can still dio I’d say probably one of the most critical is, um, you know, in the midst of it, you could test subject lines because that’s obviously the first thing that’s gonna motivate somebody to get to hope it. And obviously, then there’s the subject line. Testing Almost every tool obviously has a B testing. And in the midst of it, you can send out and again when you are making your plan and your campaign calendar for the year, you build in some time for some testing and almost all these tools within take the winter and push push the winter to the fullest. Um, the other big one is, um, testing your landing pages and or you’re giving pages. So if you’re not familiar with something like Google optimized or something like that, take the opportunity now ahead of time and put a form A and form be could be things like one column or two column or one step or multi step different language. Different fields that you show that air default or required. There’s lots of different ways you could test and optimize your form again. Maybe you could start testing and seeing how a form with a video or without how those air resonating even ahead of time and take that information and put that into the equation of saying, Okay, great, you know, with our list, because every list an audience does perform a little bit differently. You can obviously go look and see what industry trends air showing. Um, there’s been big swings of, like, the one step form or the multi step form or the whatever, but you can try some of those, but I find that actually, what’s even more than the one step of the multi stuff? You could kind of get that down, but then within that you’ve got messaging in a tree fields on dhe, just overall. Um, you know all those conversion rates, you see what’s happening for, like abandonment rates and that sort of stuff. So looking to see which of those air happening on your form, so and then you know, beyond the subject line, Um, the message, content and layout itself. You could test, you know, more of a. I think we always, you know, we tend to move towards less content is better, But again, every every list performed a little differently. So just think about like Mawr images, fewer images, less words, more words in your messages themselves. You contest that now you know, do a lot of baby against that and then the follow up again, like we just talked about through that immediate think once you do get a conversion, what what’s the best thing to put in that next message? Should it be, tell friends, should it be like test that like what? What’s pressing for people? Once they do make a gift or do do a particular action? Always test that the next action, because that’s the most critical moment in the life cycle. With that, with that, you know, supporter, they’re already there. They’re motivated. You’ve got their attention. What’s that? Next thing you’re asking is you test that for

[00:46:30.28] spk_1:
sure. Time for our last break. Dot drives dot drives Engagement dot drives relationships dot drives is the simplest donor pipeline fundraising tool. If you want to move the needle on your prospect and donor relationships, get the free demo for you because you’re a listener. There’s also a free month. It’s all at the listener landing page we’ve got but loads more time for end of year fundraising. General, we’re testing some of these things like subject line or videos, message content. What’s the minimum size test like if you’re sending If your segment is 25 people,

[00:46:42.68] spk_0:
well, then you’re

[00:46:44.87] spk_1:
what What makes a legitimate test?

[00:46:47.71] spk_0:
I mean, I was a Yeah, depending on the size of your list, Um, I would like to get 10% you know, 5 to 10% at least of your list as a test. But, you know, you would like to ideally have, you know, again, depending on the size of your list, if you’re only gonna have under 100 or something like that, any any segment. Generally speaking, you’re not gonna have statistically significant amounts in there. Let’s say you have, but that’s okay. I mean, I would still say test But you have to know that there are There’s a break off point where you’re not going toe have, like, really statistically significant data. But you’re going to say, Hey, this this is the data I’ve got. I’m gonna run with it even if it wouldn’t pass the stats test, you know, test are

[00:47:32.22] spk_1:
it’s worth testing. Even a segment

[00:47:35.23] spk_0:
of sizes. Small. I would test, but I would say try to take a least a 5% sample. Um, I like a 10. You know, at least a 10% sample of your list and do run out side by side and then give it. You know, I would like to also give it. I give it 12 hours, you know, to look through like, how often people open 2012 to 24 hours before you then blast the winner to the remainder of the list

[00:48:01.36] spk_1:
for the other 90 to 95%. Yeah, okay. But you prefer 10% test.

[00:48:06.09] spk_0:
I mean, I would say you want again. Then like have a 5% getting a 5% right. 10% of your list, get a B, and then they get the winner to the remaining 90

[00:48:21.27] spk_1:
percent remaining. 90%? Yeah. All right. We got some time left. What? What? Haven’t asked about what? Haven’t you talked about that?

[00:48:26.37] spk_0:
You know, I would say, You know, I think there’s a lot of content in here. Maybe just sort of like a quick recap of sort of the Yeah, well,

[00:48:35.52] spk_1:
radio is jam packed with information that

[00:48:39.99] spk_0:
people like. Well, I’m talking. Well,

[00:48:41.54] spk_1:
they that’s podcast is ideal. Go back. Listen again.

[00:48:44.97] spk_0:
Listen again. You can always go back and

[00:48:47.10] spk_1:
take notes for your office to have discussions. Uh,

[00:48:54.91] spk_0:
tomorrow Tomorrow. It’s already remember September

[00:48:55.45] spk_1:
releasing this the week of September 28th

[00:48:58.33] spk_0:
grade. So fourth quarter is a week away. Yeah, I would say also, I was just pointing. Maybe a couple of resource is for people. If people are not familiar with the M N R benchmarks study that comes out every year and are seminar, so their website

[00:49:17.10] spk_1:
Hold on, hold on. Are you saying the letters m and r like Mike November Romeo or M

[00:49:26.17] spk_0:
and R and are

[00:49:26.84] spk_1:
thank you

[00:50:21.76] spk_0:
like Mike and Ross eso my NMR. But their website is m r s dot com, because it’s m and our Strategic Service’s, but it’s M R s s dot com. They have a benchmarks study that they put out every year. That is like a data playhouse, like they have. They get data from not just their clients. They put out these big, huge surveys and they bring in all this data and they analyze giving trends to the million degree, their charts and graphs and data and insights and all these things that you could go in. Look for your particular verticals. You can look for your list size. You can look for outcomes. They look at all sorts of factors along the giving spectrum and sort of say, here are basically industry trends across all these non profit. So if you’re looking for, you know, advice, like, what are other people seeing what air? You know, folks, you know, best practices that they’ve seen that great results. It is chock full of data in there. I mean, there are a million of these, like my favorite ones come from seminar. I think black would actually puts out a great um, it’s again like a giving guide. Neon serum has a great giving guide There, just lots of, um industry kind of stalwarts in the in the space that have these guys where you could go read and get information and sort of kind of, you know, put more arsenal into your I don’t like to use military or, you know, gun references, but it’s like putting more information into your tool belt. I’m saying, Great, I’ve got more tools. I’ve got more data and more thoughts about how I’m going to structure my end of your campaign to make it successful.

[00:51:14.27] spk_1:
Non neon C R m A ZX Well, as blackboard

[00:51:18.98] spk_0:
black bodies have one good ones

[00:51:21.34] spk_1:
s dot com

[00:51:28.06] spk_0:
like those are the three biggies. I would probably throw out there, um and really thought

[00:51:29.99] spk_1:
the platforms that you mentioned for email or and segmentation and personalization you mentioned mail chimp, Was it every action illuminate is that the

[00:51:54.27] spk_0:
41 illuminate illuminate engaging networks every action, you know, those were sort of the big ones that we have again. And also then I just mentioned neon neon is a great platform as well. Platform. So there are several, um, you know

[00:51:59.33] spk_1:
e take you off your Oh, no, you wrap up, but

[00:52:43.70] spk_0:
no, no, no. Those are good. I was gonna say that one’s r e just hammering home sort of again like that. The vulnerability and humanity and the messaging. I would say, if anything, just don’t use your standard messaging this year. That’s probably my biggest take away is really take a look at your messaging, your vulnerability, your positioning shiny impact being and that kind of, oh, bananas vulnerable self testing. Why you can at this point, um, make the time to do some testing. There’s nothing worse than also, then sitting out great messages and having them land on really kind of non high conversion landing pages. I guess the biggest thing I haven’t mentioned yet, which I’ll really throw it is mobile, mobile, mobile.

[00:52:52.30] spk_1:
Of course, it’s like it’s very you need to be mobile optimized by now,

[00:52:59.23] spk_0:
it bears repeating please. Almost. It’s like really start with your forms on a website on a phone, like something

[00:53:05.21] spk_1:
like 75% of emails or opened on a mobile device.

[00:53:08.41] spk_0:
At least I think that number every time I see one, it just keeps going

[00:53:12.38] spk_1:
going up. Maybe tonight

[00:54:54.34] spk_0:
eso your email and that landing page. Like those two pieces, I can’t stress enough because you’re gonna ask You’re gonna do video. Make sure that video, you know, everything is all former. Just test the heck out of everything like you really need to be like and as much as you can you can you use like, an email on acid to test on multiple platforms. So in multiple devices, because you know, email on acid as a tool that lets you as a non profit push your message and and those landing pages and, well, the emails on email and acid Google after my different operating systems. But a email on acid will show you what your email looks like on an iPhone 10 on iPhone six on an android, this on a galaxy, blah, blah, blah. And then you can say, Oh, because it looks amazing on your iPhone, but looks like garbage, you know, on the Samsung. Well, you know, you have thio look across all the devices and then you go Or are they reading this in Gmail? Are they reading this and outlook? Are they reading this and whatever So it’s email clients and vices. Let me tell you, that alone will keep you busy. Just testing on acid. Yeah. Email on acid. I mean, really, it’s crazy the amount of information that you see, and then you have to go back into the code and tweet like what has been quite a bit of this time. Like when you change your design, you change your layout, radio, you have to take it. You have to take into account the operating system and the device that somebody, the email client and then the device that somebody is looking because, um, it’s a crazy world there. That’s that’s probably the hardest part of making sure your emails look well. The landing pages are less taxing, but still take into account the operating system and the device.

[00:55:14.74] spk_1:
All right. Thank you. I wanna ask. I want to close by asking you what? What fun thing you have put together lately? You said you’d like to put together planning budgets. Ikea furniture. What have you done? Fun put together.

[00:55:20.44] spk_0:
I’m actually right now in the midst of redesigning my kitchen so that

[00:55:24.76] spk_1:
you have big contractors stuff going on.

[00:55:27.34] spk_0:
Well, I’m in the planning phase.

[00:55:29.32] spk_1:
Design you design. Okay, I’ve

[00:55:31.04] spk_0:
got a phase one right now where I’m gonna be heading to Ikea pretty soon and doing a pantry and sort of a built in area around my refrigerator. That’s my That’s my next one project and having answered, that’s my face one. So that’s just sort of blend a little bit with some of the existing kitchen before I can then carry that piece forwarding to the other cabinets and things like that.

[00:55:53.49] spk_1:
You ever looked to Container Store for organization stuff? Container store?

[00:55:58.94] spk_0:
I do love that. I kind of get lost in the madness of the container store because I love organizing, like in compartments and things like that. One of my favorite.

[00:56:08.21] spk_1:
Work it into your kitchen. I could door hanger or something.

[00:56:11.63] spk_0:
E I’ll see. Yes, it’s combination. If you have the E. K. F writes the structure and then in the container store gives you like all those storage options. But

[00:57:23.63] spk_1:
like all right, thank you very much. Jen. The company is that firefly partners dot com And she is, of course, at Jen at Firefly. Yeah, not Jenna T. Firefly. Next week, more from 20 NTC. Most likely if you missed any part of today’s show, I beseech you, find it on tony-martignetti dot com were sponsored by turn to communications, PR and content for nonprofits, your story is their mission. Turn hyphen two dot ceo and by dot drives raise more money changed more lives for a free demo and a free first month. Our creative producer is Claire Meyerhoff shows Social Media is by Susan Chavez. Mark Silverman is our Web guy, and this music is by Scott Stein It with me next week for non profit radio big non profit ideas for the other 95% Go out and be

[00:57:27.33] spk_0:
great. Thank you, Thank you so much.