Don’t Forget To Invite These Donors to Give Before December 31

Over the next 3 weeks, donors will be making far more charitable gifts than at any other time during the year.  It is the season of giving – and donors respond.

As you implement plans to encourage and remind donors to support your mission during this period of generosity, there is a group of donors who can sometimes be overlooked.  If your institution operates on a fiscal year, the overlap between the beginning date of your fiscal year and the end of the calendar year can offer a special opportunity.

Here is how it works:

Let’s suppose your institution operates on a July 1 – June 30 fiscal year.  Currently, you would be working in fiscal year 2017.  Because of the difference between the fiscal and calendar years, you could query your database to run a report of those donors who made their most recent gift to your institution sometime between July 1 – December 31, 2014.   That date range represents the beginning months of fiscal year 2015.

After reviewing this list of previous donors, you might call a few of the larger donors and say something similar to the following:

“Thank you for being a generous donor in support of our mission.  We remain grateful to dedicated donors like you who provide needed resources each and every year.  You last made a gift during our 2015 budget year and as we approach the end of 2016, we wanted to reach out to you to see if we can continue to count on your generosity.  We want to count you among our donors in 2016.  Would you give consideration to continuing your support by making a gift of $____ ?”

Here’s the short take:  Many sybunt donors believe inaccurately that they give in support of your institution each and every year.  The reality is that life gets busy and, sometimes, well-intentioned donors miss years.  In their hearts and minds, though, many believe themselves to be loyal annual donors.

The purpose of the above strategy is to assume that all recent donors desire to view themselves as loyal annual donors.  Your responsibility is to communicate with them accordingly.  By verbally connecting the 2015 budget or fiscal year with the 2016 calendar year that is coming to a close, you are presenting the timing of their most recent gift in a manner that hopefully will encourage their continued giving.

The fact that you are clarifying their last gift time frame by using words like, “budget,” or “fiscal,” or “calendar,” is not nearly as ear-catching as hearing the back to back years of “2015” and “2016.”

An effective strategy with inconsistent donors is to assume they believe themselves to be consistent annual donors.  Then, accurately but carefully communicate with them about their past giving so that they just might be encouraged to become consistent annual donors.

Good luck and finish 2016 strong!



The 5 Questions You Should Be Answering In Prospect Management Meetings

Prospect Management Team (PMT) meetings are often under-utilized as a major gifts program management tool and, sometimes, completely misunderstood.

The purpose of PMT meetings is rather straightforward:  to ensure that all major gift prospect managers within a unit, division, or institution are aware of the prospects with whom other prospect managers will soon be engaging.  Sharing with all team members the purpose and expected outcomes of upcoming donor and prospect interactions helps coordinate visits with prospects who may be involved with more than a single prospect manager and gives everyone a chance to inform or weigh in on a visit or interaction prior to it occurring.

The PMT meeting is a communication and coordination meeting as opposed to a major donor prospect strategy-setting meeting, which should be occurring in regularly-scheduled one-on-one meetings between the prospect manager and her supervisor.  Additionally, because the focus of this meeting is on the prospects with whom major gift prospect managers will be engaging, the discussion is decidedly forward-looking.   There should be little to no discussion about the interactions with prospects that have already occurred as that information can be found in the contact report that was filed and/or distributed.

During the PMT meeting, there are 5 core questions that should be answered by prospect managers reporting on their upcoming visits and interactions with major gift prospects.  The 5 questions are:

  1. Who are the prospects have I scheduled for upcoming visits/interactions?
  2. When, specifically, am I visiting with each of these prospects?
  3. What is the purpose of each of the visits I have scheduled with these prospects?
  4. What is the gift invitation amount that I currently have in mind for them?  (whenever that invitation to give might come)
  5. What is my best understanding of the purpose of their next gift? What does this donor wish to support?

The PMT meeting should not be a lengthy meeting – no more than 1 hour, even for larger teams.  The above 5 questions should constitute the core agenda of the meeting.  However, in too many situations, the agendas of PMT meetings are not well-structured and discussions about upcoming special events, annual giving updates, or reporting on past donor interactions (just to name a few of the diversions), dominate the meeting.  These tangential discussions have the unfortunate impact of frustrating team members and encouraging a general negative attitude of “why are we having this meeting, again?”

When each prospect manager adopts the habit of answering these 5 questions about their upcoming prospect interactions, PMT meetings become far shorter in length, more streamlined and helpful, and, ultimately, lead to stronger coordination between the members of the major gifts team.  And, by practicing a discipline of answering these 5 questions and holding other team members accountable to do the same, you quickly will experience an increase in effectiveness throughout your major gifts program.



The Intersection of Politics and Giving

The 2016 U.S. Presidential election is now behind us (although my Facebook feed would suggest otherwise).  If we can remove the divisiveness from the election for just a moment and look at what the candidates proposed about charitable giving policy, we will see that neither of the major party candidates were focused on enacting tax policies to encourage greater generosity.  In fact, according to the Tax Policy Center, while President-elect Trump and Senator Clinton proposed very different tax plans, both plans would have the impact of decreasing charitable giving in the U.S.

In and of itself, the agreement of both democrats and republicans on tax policy that would negatively impact U.S. charitable giving may be surprising to some, but it is certainly not news.  Leaders of both parties have suggested such changes for a number of years.  I have written previously that the U.S. government should expand, not reduce, opportunities for more Americans to act with generosity.

However, the intersection of U.S. politics and giving becomes a bit more interesting when one looks at a state-by-state comparison of giving.  As the liberal-leaning, “Huffington Post,” reported in 2013, being generous is, “One Thing Red States Do Better Than Blue States.”  The thrust of the article can be seen in the below map which shows the states in which individuals give to charities more generously (red) or less generously (blue) than the national average.  Although the map was produced in 2004, more recent data support similar findings.

Giving By State


So, while some researchers and observers have twisted these findings to suggest that republicans are more generous than democrats (the above map does look familiar, right?), or claimed that this data shows that wealthy people are less generous than poorer people, or that church attending parts of the country are more generous than parts of the country that attend fewer religious services, I believe these claims to be superficial and inaccurate.  Instead, I believe what more insightful analysis has suggested – that Americans of all socio-economic strata give at similar levels when they are made aware of and become connected to the need.   When individuals within communities are meaningfully connected, we give in support of each other.

If we consider the many and diverse health benefits associated with giving, it would strongly suggest that our government would attempt to incentivize such behavior at the individual level.  And when we layer in the findings that connected communities give in support of those in need at higher levels than dis-connected communities, it is fair to question why both major political parties are in favor of tax policies that would discourage charitable giving.

And perhaps even more worthy of questioning:  With all the individual and communal benefits associated with charitable giving, why is this topic rarely lifted up as one of the top policy issues of our day?  Indeed, more giving may be the only practical antidote powerful enough to bind a divided and unsympathetic nation.



A Giving Revival

A wonderful benefit of my work as a consultant is the opportunity I have to interview some of the wealthiest and most generous individuals in North America.  I ask questions about their philanthropy – where they give, why they give, and how much they give.  I listen to their life’s stories.  And I attempt to better understand what positive impact they desire to make in this world.   When I engage with an individual or couple who embrace an ethos of giving, I am almost always inspired by their stories (yes, most achieved their wealth during their lifetimes), and come away with a renewed sense of faith in humanity’s goodness and magnanimity.

But recently, I have interviewed a few individuals who haven’t embraced a philosophy of giving so completely.  They maintain a more rigid and self-interested worldview.  They speak about what they don’t have as opposed to what they do have. They don’t view themselves as financially blessed.  And, simply put, they don’t evidence a generous spirit.  Let me offer two recent anecdotes:

I interviewed a private higher education governing board member of financial means who said to me, “My gift is my service on the board.  And I give a lot of time to this institution.”

I interviewed a public higher education foundation board member (again of means) who said, “My spouse and I believe that paying our taxes is our giving.  With 40% of our income being taxed, do you realize how many people we support each year?”

These sorts of sentiments are troubling, and I fear they are becoming more commonplace – at least my sense is that I’m hearing these types of perspectives more often.  They are troubling not only because they portend a future that is more egotistical, self-centered, and less supportive and caring of others.  But also because a life lived without practicing the discipline of generosity is more hollow and less enjoyable.  Science is proving to us what our religious traditions have taught forever – that giving is good for us.  We are wired to give.  The giver truly does receive more benefit than the receiver.  The more we adopt a self-centered perspective on life, the more we forego all of the personal benefits that come with acting generously. 

Advancement professionals talk almost endlessly about building and strengthening the “culture of philanthropy” in our institutions, whatever that means.  I’m convinced, though, that we are missing a bigger, more important point.  Building culture is a rather unhelpful concept.  It’s nebulous and complex.  It’s impersonal.  And no one really owns culture building.  So, instead of focusing on building a culture of philanthropy, I would suggest that we need to be promoting something much more personal and life-changing.  We need to champion something much more fundamental and transformative for healthy human interactions.  We need to be promoting a social revival – a “Giving Revival.”

A Giving Revival is part education, part inspiration, and wholly metamorphic – for individuals and for our institutions.  Promoting a Giving Revival entails not just talking about the importance of giving, but formally and regularly educating on how your institution’s communal fabric grows stronger and more close-knit the more that generosity is practiced.  Promoting a Giving Revival means we stop asking people to give something and start inviting them to gain something by acting beyond their narrow self-interests.  Promoting a Giving Revival means we view our work not just as fundraisers, development officers, and marketers, but rather as champions of a lifestyle that promises profound personal rewards.

We work for institutions with noble missions aiming to transform the world.  It’s time for us as advancement professionals to transform how we approach our work.   If we truly are serious about advancing the altruistic missions of the institutions we serve, we must enthusiastically embrace the notion that broadly promoting a generous lifestyle is our best bet.  Our institutions and those we serve don’t need us simply to strengthen some impersonal “culture of philanthropy.”  No, we need to do something much more revolutionary.  We need a Giving Revival.  And if you start one, I can promise that the benefits will be immense.


It’s Lazy to Focus on “Working Harder”

You’ve heard it before.  You may have said it yourself – to yourself or to others.  You probably even believed it when you heard it or said it.  And you may have thought it would motivate people toward better results.

“We’ve just got to work harder.”

In today’s world with tighter budgets and higher expectations, it’s said in most every situation and circumstance.  The direct response campaign gift total didn’t meet budget expectations?  Work harder.  The special event didn’t offer “special” gift amounts?  Work harder.  It may not always be uttered so directly, but the message is clear and rather universally understood:

“We have to work harder and achieve better results.”

Unfortunately, some leaders send the “work harder” message so regularly it would appear that they believe it to be a motivator.   It’s not.  And worse yet, it is tremendously unhelpful and just about the laziest message a leader can communicate to others.

Of course “working hard” is important to success, especially sustained success.  Most will agree that it is the right approach to take in just about every situation.  Everyone should give their best.  Everyone should try their hardest.  Everyone should stretch to reach their far edge of promise.  Your best effort should be a given.  It’s just the right way to approach life and work.

But, by focusing on the effort – encouraging people to “work harder,” or even to “work smarter” – leaders commit two fundamental miscues:

First, sending the simplistic “work harder” message communicates that you believe the work effort offered previously was sub par.  For most folks, the knee-jerk response to a “work harder” message is with frustration:  “I already am working harder!”  Most people do not engage productively when they feel attacked.  So, it is common for people to disengage when a leader suggests they aren’t working hard already.

Second, and, most importantly, focusing on the effort is lazy leadership and sidesteps the more complex work of determining how best to encourage those in your care toward greater results.  The “working harder” message is lazy because what motivates exceptional effort is almost never the effort itself, but rather the mission or goal which demands the extra effort.  Take the quote attributed to Muhammad Ali about training for boxing matches:

“I hated every minute of training.  But, I said, ‘Don’t quit.  Suffer now and live the rest of your life as a champion.'”

If Muhammad Ali had focused on the effort he had to provide during his training sessions, he probably wouldn’t have long continued his punishing training activities.  Instead, he motivated himself by focusing on becoming a champion – a goal so attractive and compelling to him, that it made persisting through the pain and exhaustion possible.

As a leader you can lazily (and ineffectively) communicate to the team that everyone needs to “work harder,” to get better results.  Or, you can do the more complex work to better understand what motivates each member of the team, remind them of the importance of your mission, and point out their unique and important role in fulfilling a compelling vision.

In other words, you can suffer now, or live the rest of your life as a champion.



Responding to the Preemptive Gift

“Thanks for the lunch invitation.  I appreciating you visiting with me,” the donor said.

Before the gift officer could respond, the donor reached into his jacket pocket and pulled out a check for $3,000.  “And before I forget, I wanted to make sure I gave this to you,” he said.

The gift was larger than last year’s gift of $2,500.  However, the gift officer was there to ask for $5,000 for this year’s annual fund.

The gift officer took the check, read it, immediately smiled and said, “Thank you.  You continue to be one of our most consistent and generous donors.  We are grateful.”

At that point, for most gift officers, the gift-giving discussion would have ended.  Perhaps the discussion would turn to the donor’s children, his business, the stock market, or the weather.  Just about any topic other than making a gift.  That’s because it might appear unseemly to continue pursuing an additional gift when one has just been offered.  Most gift officers take the preemptively given check, extend gratitude, smile, and move on to other topics.

But not the gift officer that was recounting this episode for me.  He is a capable, seasoned gift officer and his response was both instructional and a reminder for how we should approach our work in developing the purposeful donor relationship.  Here is how he responded after he said, “We are grateful.”

“I must tell you, though, my intent today was to ask you for a gift of $5,000.  Since we are now in the public phase of our campaign, we are asking every donor to consider a stretch gift.  You’ve been so loyal and this gift today is yet another example of your generous support.  Would you be willing to allow us to use today’s gift as the first installment on a commitment of $5,000 this year?”

“Yes.  Yes, I’ll do that,” came the smiling reply.

After receiving the preemptive gift, many, if not most, gift officers would not have shared their intent for the visit.  But this gift officer expressed gratitude and then went about doing an important part of our work – encouraging a donor’s best gift by setting expectations.  It didn’t take courage or daring to respond as this gift officer did.  It simply took a commitment to share his intent for the meeting.

“I went there to invite him to give $5,000,” the gift officer told me.  “When he preempted my ask, I thought, ‘well, he just showed me what he was thinking so I should at least tell him what I had in mind.'”

If we only accept what is given, we aren’t doing development and advancement work, we are simply fund raising.



The Value of Influence in a Post-Expertise World

One of the by-products of our digitally-connected age is the waning value of expertise.  The growing understanding today is that the everyone’s right to express an opinion is synonymous with the notion that everyone’s opinion is equally informed.

Medical doctors and research scientists have been publicly second-guessed by celebrities with influence but no medical training – so much so that anti-vaccine movements helped spawn unprecedented outbreaks of whopping cough and measles in California over the past few years.  Fifty years ago it was commonplace for national and international media outlets to invite presidents from our leading universities – Harvard, Stanford, Yale – to opine regularly on the ethical, political, and social concerns of the day.  When is the last time the nation heard from a university president on an issue of import?  And, perhaps more importantly, when is the last time the nation cared to hear from a university president of note?

Today, influence trumps expertise.  And by a long shot.  Instead of training and experience being attributes of advantage, they now can be viewed as hindrances.  Daily, we are blessed by the miracles of science, reason, logic, data, rationality, and yes, expertise.  We send spacecraft to the outer reaches of our solar system because of expertise.  We send messages around the globe at the speed of light because of expertise.  In just a few years, we will most likely have autonomous cars on our roadways because of expertise.

And yet, more and more frequently, we look through lenses colored by skepticism and bias at any presentation of “facts.”  When well-done research is presented that collides with our world view, causes us to re-think a deeply-held conviction, or otherwise makes us uncomfortable, we seek to discredit.  Who says those are the facts?  How was that data collected?  What is the underlying assumption of the researcher?  I’ve witnessed well-educated professionals undermine quality data presented during governing board meetings because they knew how to magnify non-significant concerns with the research itself.

This is an important cultural turn to grasp for those of us in development and advancement work.  As we craft compelling cases for support, what approach will carry more weight and motivate more people to engage?  Are data-rich and research-based arguments more compelling?  Or, are deeply qualitative and values-based anecdotes and stories shared by people of influence more motivating?

A compelling case can be made that we have entered fully an age in which the most important element of our case for support is not the content, not the facts, not the data, but the influence of the messenger.  “The data can be skewed to say whatever they want,” the skeptical public decries.  “The facts are based on the individual’s opinion and political persuasion, not their training and education,” mistrusting constituents howl.  But when we believe in and trust the messenger, the data and facts become of secondary significance.

Not that it hasn’t been important before, but perhaps now, it becomes even more critical to pay special attention to who is signing the direct mail appeals?  Who is serving on the Board?  Who is serving as a campaign leader?   In our culture today, it just may be that the influence of those championing our cause is more important to raising money than the cause itself.


“How Many?” versus “How Deeply?”

For many institutions, the concept of “advancement performance metrics” can be boiled down to a collection of quantifiable goals that represent some number more than last year’s.  For instance, you may have a metric for an increased number of $1,000 donors.  Or, you may have a metric for an increased number of “moves,” or “visits” you should complete with major gift donors and prospects.  Or, you may have a metric that represents an increased number Twitter followers for your institutional account.  For many of us, quantity rules and metrics take on the task of answering the question, “how many?”

And while the “how many?” question is important, it is not the most important question.  Indeed, if you are aiming to encourage the very best gifts from the vast majority of your constituents, the real question you should be addressing is not “how many?” but, rather, “how deeply?”

“How deeply?” suggests something different about our work.  It suggests that we should care about how emotionally-connected people are with our institutions.  “How deeply?” changes the focus from the metric itself to the individual the metric represents.  “How deeply?” doesn’t ask us to count bodies, it asks us to measure interest and passion within those bodies.

If your institutional advancement goal is to serve more and better by building or renovating facilities, expanding programs, growing endowments, or increasing your annual fund totals, you will exceed your goal by connecting your donors and prospects more fully and meaningfully.  Simply focusing on “how many?” donors and prospects you engage will not get the job done.   Having 50,000 Facebook or Twitter users who follow your institution’s page is not nearly as helpful as having 2,500 donors with 500 of them being deeply and emotionally-connected.

We operate in a world of virtual connectedness in which “how many?” is the question du jure.  However, authentic human connectedness happens in real space and time.  And lasting institutional progress happens through making this human connectedness consistent.

So, go against the grain – go for relational depth in all that you do.  Build your advancement budget and organizational chart for relational depth.  Move away from event and transactional fundraising gimmicks and build your annual and strategic plans for relational depth (be prepared to ask meaningful questions of your donors and prospects during face-to-face meetings for instance).  Re-assess your advisory boards and councils, your governing board, your foundation board and push yourself and your team to engage creatively the spirit of the people serving.

In the macro, we are bombarded with the question, “how many do you have?”  It could be, “followers,” “likes,” “attendees,” or “moves,” “visits,” and “solicitations.”   We are not asked with any consistency about the depth of emotional-connectedness of these individuals, only how many we have collected.  As if the wholeness and richness of the human spirit can be summed up in a data point.

But in the micro, where individual donors make individual charitable gift decisions, all of those quantifiable metrics pale in importance to the answer to one simple question, “How deeply do they care?”


Early Exigencies

When do you feel the need to act most urgently during the gift giving process?  Perhaps this sounds like an odd question.  It may, though, be an important one for you and your team.

I have experienced many development professionals who become especially urgent during the stewardship phase of the gift giving cycle.  Once the gift has been made, they are quick to call the donor or send the donor a special hand-written note of gratitude.  At the programmatic level, they have whole systems in place so that the initial gift acknowledgement and receipt is extended to the donor within 24 hours.  They take great care and pride in ensuring that the whole team displays an exigency and high standards when expressing gratitude.

These consistent, exigent actions and systems of expressing thanks are great.  Every development program should aspire to similar types of timely personalized stewardship.  But, by itself, displaying urgency once a gift has been received is not the most effective placement of exigent characteristics.

Displaying an urgency when inviting people to make their gift is far more important to your development efforts and results.  Showing an urgency on the front end of the gift giving cycle will not only lead to more gifts, it will lead to increased gifts as donors respond favorably to the enthusiastic invitation to give more to affirm their values.

Practicing exigence earlier in the gift giving cycle does not mean that you invite every person you meet to make a gift.  But it does mean that when the opportunity presents itself, you take it – with enthusiasm!  When a gift officer earnestly calls a donor at 6:00 pm on a Thursday to extend thanks to the donor for a recent gift, that is practicing an exigency on the back end of the gift giving cycle.  Just imagine how many similar calls that same gift officer would be making if she were being more enthusiastic and exigent earlier in the invitation phase of the gift giving cycle.


Customer or Community Member

If people talk about your institution as “being a community” (or words to that effect) and yet, you don’t consistently ask people to give of themselves and their resources, you are only talking about community, you don’t have community.

Many institutions behave toward their constituents as if they were customers, not community members.  Customers are people with whom you transact business.  Value and exchange are at the heart of the customer relationship.   Community members, on the other hand, are encouraged to give, share, and care for one another, even when the exchange is measurably unequal.  That’s what “being a community” means.

Our job as advancement professionals is to invite more people to become community members, helping each to re-discover the joy of giving, sharing, and caring.