New year, new fundraising realities

GreenOrange.jpg Happy New Year!

This my first day back to work after two lovely weeks off. I’m feeling apprehensive about what’s going to happen to both charitable giving and the pressure on charities for services in the year ahead. January will be the month to assess how your holiday giving compared to previous years and think hard about how your fundraising plans should change to deal with the economic climate.

I wanted to share a few random things with you:

AFP Vancouver has asked the government of British Columbia to increase the provincial portion of the charitable tax credit. The province’s Finance Committee is recommending that the government include AFP’s recommendation in the upcoming budget. Should the government decide to include the measure in the 2009 budget, it would place BC on par with Alberta and provide a combined (federal and provincial) charitable tax credit of 50 percent at the top-end. Please take the time to send a letter or email to Finance Minister Colin Hansen in support of this change. It is the kind of policy reform that could help encourage donors to give.

Also from AFP Vancouver, registration for First Course is now open. The course dates are February 16th and 17th. Early bird prices are available until January 16th.

Over the holidays The New York Times had an article about a fundraising success story that began at the BC SPCA and has gone on to raise more than $30 million for the American SPCA in the last two years. Their most successful fundraising appeal ever is a two-minute TV ad featuring Sarah McLachlan. Simple, emotional and powerful. The ad has generated 1,000 new monthly donors for the BC SPCA. It all came about because a board member, who knew McLachlan and that she loved animals, asked if she would do it. (Thanks to Mary-Ev Anderson for pointing out the article.) Here’s the ad:

Happy holidays!

snow-icon.jpg 3127756913_ea98c997c6.jpg It REALLY feels like winter here in Vancouver where we have had more snow fall over the last week than I’ve seen in all the years I’ve lived here. Perfect for everyone who was dreaming of a white Christmas!

I hope you have a lovely holiday, wherever you are and however you celebrate the season. I really hope aren’t reading this from an airport, where your flight has been canceled indefinitely and you’ve been eating Subway and Tim Hortons for three days.

This has been another year of wonderful clients for Blueprint. I would like to thank these excellent organizations for allowing us to help them with their fundraising and communications projects. I am deeply inspired and grateful for all you do for the community.

Adoptive Families Association of BC
Alliance for Arts + Culture
Amuse Consulting
Atira Women’s Resource Society
Ballet BC
BC Association for Community Living
BC Compassion Club
BC Federation of Foster Parent Associations
Birmingham & Wood
Bowen Island Municipality
Canadian Cancer Society
Canadian Mental Health Association Vancouver Burnaby
Cherie Smith JCCGV Jewish Book Festival
Chor Leoni Men’s Choir
City of Abbotsford
City of Vancouver YouthPolitik Conference
Crisis Intervention & Suicide Prevention Centre of BC
DanceHouse
David Suzuki Foundation
DOXA Documentary Film Festival
Environmental Youth Alliance
Lundin for Africa
Marguerite Dixon Transition Society
Mount Pleasant Neighbourhood House
North Shore Disability Resource Centre
Out On Screen
PLEA Community Services Society of BC
PuSh International Performing Arts Festival
Simon Fraser University Writer’s Studio
St. James Community Service Society
Sunshine Coast Community Services Society
The Banff Community Foundation
The Communications Group
The Salvation Army Chilliwack
The Tyee
Vancity Community Foundation
Vancouver Art Gallery
Vancouver Community College
Vancouver International Writers Festival
Vancouver Museum
WISH Drop-In Centre Society
Yaletown House Foundation

No more snow, please… via Flickr.

New learning opportunities in 2009

images.jpg Just a quick note to let you know that the next AFP First Course for Metro Vancouver is going to be held on February 16 and 17th. Early bird pricing is available until January 16th.

I’d also like to let you know about a planned giving course taught by Peter Chipman, starting in January at BCIT. Peter is an excellent teacher and very experienced gift planner. His course is open to anyone who has taken BCIT’s Essentials of Fundraising course (FUND 1215).

I’ve postponed my Fundraising Basics workshops on grantwriting and creating a fundraising plan from January to sometime in the spring. I’ll keep you posted on a date for those workshops. Let me know if you want me to email you directly when  dates have been set.

Market meltdown hits Vancouver Foundation

images3.jpg On Friday, the Vancouver Foundation announced that they expect a $10 million to $15 million decline in the amount they will distribute to the community in the coming year. In 2007 they distributed almost $70 million. Their funds, worth $760 million at the beginning of 2008, are now worth about $660 million because of the global economic crash.

This is going to be a huge hit to BC charities — some apply to the foundation for project funding and others have their own endowments within the Vancouver Foundation generating undesignated operating funds. You can read more about the decision in coverage by the Vancouver Courier here. And there’s more coverage by CBC here.

In Canada we are hearing a lot about how lucky we are that our economy has not been hit as hard as many others around the world. But it’s becoming clear that we can’t escape the impact. Many of our donors — institutional and individual — have experienced major loses. Everyone working in fundraising has to think seriously about how to make budget next year.

In coming posts, I’m going to give some ideas on how to work with donors and adapt your fundraising through these tumultuous times. If you have ideas to share, please do.

Fundraising Basics course registration open

CFRE CE Color Logo 2009 GIF.gif For those of you in Metro Vancouver, I want to let you know that I’ll be offering a day of “Fundraising Basics” on January 14, 2009 at the downtown YWCA.

I’ve designed these two workshops for people who are new to fundraising or who have less than three years of experience — staff, board members and volunteers too. You can read all the details here. Early bird discounts are available until November 30 and you can register online for one or both. Participation in each session qualifies for 2.75 continuing education points towards your CFRE. Hope to see you there! Feel free to email me if you have any questions.

CRASH COURSE IN GRANT WRITING
Jan 14, 2009 • 9 am - noon
We’ll cover the basics of successful grant writing from start to finish. You will learn what funders want, how to identify potential donors, design fundable projects, write winning proposals and build relationships with funders. Learn from sample proposals and useful checklists to help you evaluate your own proposals.

CREATING YOUR FUNDRAISING PLAN
Jan 14, 2009 • 1 - 4 pm
Learn how to create a realistic and diversified plan to raise money for your nonprofit organization. We will discuss the pros and cons of common fundraising methods and how to maximize their success. You’ll learn how to make a compelling case to donors and how to steward donor relationships. Do you feel anxiety about asking for money? You’ll learn tips and techniques for conquering this fear.

Super smart viral video

images2.jpg Wow. I’m impressed on a daily basis by all the new ways the the web is being used to spread the word, get people involved and raise money for the US election. Fundraising is changing so quickly! And the election is showcasing the best and latest of every possibility.

Here’s a viral video I think you’ll like — making its point in a clever way and giving viewers to tools to pass it along to friends. Put your full name in to get the complete effect.

AARP 08 Video
Enter your name to see who can bring real change to Washington.
First Name:
Last Name:

Chart fun for nonprofits

images1.jpg Katya’s Nonprofit Marketing Blog has been hosting the Carnival of Nonprofit Consultants and taking submissions of nonprofit graphs this month. Here are two of my favourites. The first is from Jeff Brooks and next two are from Jan Fonger and Kivi Leroux Miller. If you like silly graphs (and who doesn’t) you are not alone.

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Tip of the Week: 11 Tips for Success in Grant Seeking

images.jpg My friend and talented fundraising colleague Lorna Visser, Principal of Carmanah Strategies, has put together this super smart advice for grant seekers. Follow it — you’ll save yourself time and be much more likely to receive funding for your work.

11. Focus on quality, not quantity. Carefully preparing a few well-written proposals to funders with whom your work is an obvious fit is time well spent. Sending a blitz of formulaic requests to every funder in a directory is a poor use of your time – most, if not all, will go into the recycling bin.

10. Do your homework — learn what a foundation has funded before. Most have web sites that list their grants for several years back — easy to Google by foundation name. Take note of grant amounts, geographic range, and types of projects or organizations supported. (In the U.S., foundations are required to list their grants in their filings to the Internal Revenue Service on the Form 990. In Canada, the T3010 form contains useful information and can be accessed from the Canada Revenue Agency.)

9. Do your utmost to establish contact with a prospective funder before submitting a proposal. Be respectfully pushy — it may take several phone calls, e-mails or faxes. Ideally, meet in person, but at the least, have a telephone or email interaction with the funder to raise your profile and ensure that you have a chance of success. If you can’t get through to the program officer, try to reach her/his assistant or secretary. Ask what your best approach would be and what an appropriate grant request would be. If all your attempts to establish contact with a funder prospect fail (becoming more common in this era of voicemail and email), learn what you can from the other grantees you researched (see item 10 above).

8. Follow application guidelines closely. Don’t give the funder an opportunity to toss out your proposal because you forgot to convert your budget to US dollars or you didn’t include the required references or letters of support. Flouting a funder’s proposal-submission rules is a form of disrespect and likely to result in a one-way ticket to the recycling bin for your proposal or letter of inquiry.

7. Don’t try to bend your work to fit a funder’s criteria. They’ll spot you a mile away, quoting the famous line from Shakespeare’s Hamlet “the Lady doth protest too much, methinks.” If your project doesn’t fit, it doesn’t fit.  And you do your organization a disservice to chase grants that require you to “mission-shift.” Don’t waste your time and the prospective funder’s.

6. Focus on outcomes, not tactics. Be clear about what will change as a result of your project (but don’t promise the moon). Understand the difference between outcomes (what will change, e.g. how people will change their behaviour) and outputs (how many times you do something — numerically measurable factors).

5. Be SMART: Specific, Measurable, Achievable, Relevant and Time-specific. Many proposals never reach the boardroom for consideration, because their objectives are too vague to warrant serious consideration. If you follow the SMART formula, your proposal will be sure to warrant increased attention.

4. Don’t promise the moon. Be realistic about what could be achieved in the timeframe of the grant and with the amount requested. Funders are usually more realistic about this than grant-seekers, who feel they need to dazzle with grandiose promises. If you over-promise and under-deliver, you are going to have a terrible headache at grant-reporting time… and your organization’s credibility will be lowered.

3. Set internal deadlines to complete sections of the proposal well in advance of the funder’s submission deadline. We all know this one, but yet somehow we’ve all been in the position of working on a proposal at midnight that has to go out the next day and then discovering that we need two letters of support from community partner groups – letters we don’t have. Check the funder’s proposal requirements well in advance and set deadlines for gathering data and completing each element required.

2. Make sure someone else reads your proposal and checks your budget before the package goes out. This not only ensures that typos and math errors will be caught, but it gives you a clever way to draw other people in your organization into fundraising. Ask them to be tough: will this idea fly? Have you presented enough evidence to prove your approach is credible? Will it make sense to an outsider or have you assumed the funder will understand your acronyms and organizational jargon?

1. DO THE BUDGET AND FUNDING PLAN FIRST. There is no point spending hours writing a proposal until you know what the project will cost and whether you can get the revenue to support it. Doing your budget and funding plan will get you focused on exactly what you need to do the project. Again, this gives you a chance to draw others in your organization into the proposal-writing process, because they will need to tell you what things cost. Once the budget is done, when you write the narrative portion of the proposal you can be clear and specific (e.g. “We will be hiring two outreach officers for three months. They will be making 60 site visits to landowners”, instead of “We’ll talk to landowners”).

And finally…

You’ve done all of the above, and you still didn’t get the grant. Remember that some of it IS just plain old luck. Don’t beat yourself up. Funders often have many times more worthwhile project proposals on a docket than they can fund. Picture them wringing their hands and weeping, wishing they could fund all the wonderful proposals put before them, but not having enough dollars to do so. Do follow up and try to find out why your proposal was rejected, as this will put you in line for more serious consideration next time, and allow you to refine your proposal to better meet the funder’s needs.

Happy grant hunting!

Click to download a PDF of Lorna’s tips.

Will the election hurt your direct mail?

images.jpg Hi! Back from holidays and I’m thinking about the mail. Annual appeals. Renewals. Prospecting. If you are planning some big campaigns this fall, you might be wondering how the election will affect your direct mail program. Will your donors be so focused on Stephen vs Stephane or McCain vs Obama or Sarah Palin’s hair that your appeal will be forgotten? Will donors direct their gifts to political campaigns instead of your cause?

This is something that several clients have asked me about and so I’ve done some digging. As you can imagine, this is a big concern for nonprofits in the United States. Merkle, a US direct mail firm, has published a white paper on this very subject: “Examining the Impact of Political Fundraising on Non-Profit Direct Mail Performance.” Their conculsion: historical analysis indicates a highly active political campaign season should have little or no significant impact on a charity’s ability to fundraise via direct mail. Good news.

So no excuses. Get your letters written now!

Dear Mrs. Smith…

Summer break

lake_tahoe.jpg Postings will be light and maybe nonexistent for the next few weeks. I’m going on holidays to Ontario, Quebec, then this crazy hot place and then this peaceful cool place. Hope you are having a lovely summer!

Here is a quotation from Sam Keen, which I hope you will heed: “Deep summer is when laziness finds respectability.”

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Photo of Lake Tahoe by Leto A.

Honour a donor with a Giving Hearts Award

Hearts.jpg AFP Vancouver has extended the deadline for nominations for the Giving Hearts Awards. This is a very nice way to honour you most important donors in three categories: Outstanding Philanthropist, Outstanding Corporation and Outstanding Youth Philanthropist. The nomination is not hard to do and your donors will be honoured that you’ve taken the time to honour them in this way. The deadline is August 15, 2008.

For more information visit the AFP website to download the Giving Hearts Awards Information Sheet and Nomination Form. The Awards will be presented at this year’s National Philanthropy Day luncheon, November 14, 2008.

Things you can’t say in fundraising

images1.jpg Hey guys! I’m “Raising More Money” with “Donor-Centred Fundraising!!”

That’s the kind of language that can get you in trouble. Those are trademarked phrases and they can’t be tossed around lightly. Tom Ahern has written a biting post on the subject.

If you are working in fundraising, you’ve witnessed the popularity of Penelope Burk’s “donor-centred fundraising” books, seminars and consulting. Even bigger is Terry Axelrod’s company Benevon (formerly called Raising More Money). You might have explored these programs in a hopeful quest for the secret to fundraising success (both profess to have it). You might have bought the books (I have) or attended a rather pricey seminar (guilty).

I think their approaches both work. But there isn’t anything revolutionary in them. There’s no secret. They are common sense, strategic approaches to fundraising. Follow the golden rule and treat donors well. Say thank you. Be super organized. Be respectful. Tell a good story. Use your assets. Follow through. Is this really new?

A few years ago I was shocked when a colleague received a cease-and-desist letter for using the term “Raise More Money” in a book title. She had been publishing fundraising books and advice for decades. Basically she taught people how to “raise more money.” How many ways are there to rephrase that? She was asked to stop because that phrase belongs to Axelrod. Don’t talk about an “Ask Event” or “Treasure Map” either.

It isn’t enough to make hundreds of thousands from nonprofits? Must you gag your competitors and colleagues too?

Rant over and out.

CFRE approved

CFRE CE Color Logo 2008 GIF1.gif For those of you considering signing up for the Major Gifts Intensive 08, I have some good news from CFRE International.CFRE CE Color Logo 2008 GIF1.gif

They’ve approved the course for their continuing education points. Full participation in the Intensive will earn 8.25 points in “Category 1.B – Education” of the CFRE International application for initial certification or recertification.

Interview: Graphic design tips for nonprofits

images.jpg I’d like to to introduce you to Isabelle Swiderski, creative director of design consultancy Seven25. Design & Typography.vflogo_new.pngYou might have seen one of her recent projects — the super smart new identity for the Vancouver Foundation.

I’ve known Isabelle for years because she designed this website and the identity for my company Blueprint Fundraising and Communications. Her approach is creative yet practical. And here are some of her tips for working with designers.

How can nonprofits benefit from working with a professional designer?

A competent designer will help identify your organization’s unique message and collaborate with you to find the best means to achieve your communication goals. Building a long-term relationship with a designer or agency also ensures that all materials have a consistent look and feel and speak in a recognizable voice.

Are there special challenges in working with nonprofits? Is it different than working with a corporate client?

A key difference is a misconception that tight budgets preclude the need for a cohesive communications strategy. Time, money and resources are often limited for many smaller companies and nonprofits. Not having a clear plan can result in an ineffective use of resources and disjointed messaging. This is certainly not unheard of in corporate clients but not as common. I’ve also encountered a limited understanding of the value a professional designer can bring to the table—which we are trying to remedy here.

How can nonprofits can get the most out of their work with a designer?

1. Involving the designer at the earliest possible stage of a project. When the designer or team is involved early on there is an opportunity to develop copy and visuals concurrently, leading to a more cohesive whole.

2. Collaborate with each other. When the client and creative team can both offer their knowledge and expertise the final product will be more successful. A competent designer should build on and give shape to your ideas but might also push them or new ideas in directions you had not envisaged. Allowing this process to occur will allow you to get the most out of the experience.

3. Follow a process. As a first step, parameters or a design brief should be outlined to guide the creative process: the audience, the aim of the message, how success will be measured should be determined at the outset and used to evaluate the proposed solution. Secondly, a timeline and deliverables should be outlined (and adhered to) so the project stays on track.

Any tips on making a design budget stretch?

1. Have a strategy in place or enlist help to define one for the year, taking in consideration your goals, your resources and your budget.

2. Build long-term relationships. Whether you work with a printer or designer they can offer advice on formats, production processes and materials. They might also work with you on pricing if they know you will continue to work with them.

3. Offer sponsorship opportunities. Printers or creative companies are often keen to give back to their community or supporting causes they believe in by reducing their fees or working pro bono. Including a credit on the printed piece or web communication is a way of recognizing their support by offering them exposure. This method will work better if you follow point number two as well.

Are there nonprofits that you think do a great job in their visual communications?

The Brooklyn Academy of Music has been consistent. The new Seattle Art Museum identity and visual language is simple and applied flawlessly to all communications tools the museum puts out making it instantly recognizable. The Big Issue (magazine sold by homeless people in London) has been consistent for years. The National Film Board has done a tremendous job of solidifying and expanding on its identity in the long-term.

UPDATE: Isabelle has another tip — on where to find a designer if you need one. Check out the Society of Graphic Designers of Canada. You can search for a designer by region and look through online portfolios. The Society requires a portfolio and credentials review by peers for acceptance and ensures members (individuals or companies) adhere to the guidelines of the profession.

Thanks Isabelle!

Future of Canadian philanthropy

GlobePhil.gif AFP Canada ran a “Future of Philanthropy” advertising supplement in the Globe and Mail last week. If you missed it, you can download the whole thing here.

I can’t say that any of the information was especially surprising (this is an advertising piece after all) but there were some interesting stories. The thing I found myself doing most was looking at the ads from various nonprofits. Looking at ads side-by-side really helps you to see what works and what doesn’t. You be the judge, but my faves (they intrigued me enough to go to their websites) were from Bridgepoint Health and Alberta’s Promise. Apparently big, simple and kind of obscure works for me.

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Caveat emptor: The Grant Institute

images1.jpg Some of you might have seen advertisements for (or even attended) a Grant Institute training program in Metro Vancouver in the past… If they come back again you might want to do some homework before signing up. The NonProfit Times has a story on the numerous complaints against them with Better Business Bureaus in the US. I’ve heard of similar problems with their programs in Canada. Buyer beware.

The Little Give is on!

biglittle.jpg Teams from Karyo Edelman are working with four Vancouver nonprofits to see how much good they can do in the next 48 hours. You can follow their progress online, through Twitter and with photos at www.thelittlegive.ca.

Go St. Elizabeth’s and Team 3 — the saints!

Major Gifts Intensive 08

letterM-thumbnail.jpg For those of you in the Vancouver area, I’m offering something that might interest you this fall. It’s called Major Gifts Intensive 08. It’s a sort of butt-kicking major gifts bootcamp.

When I teach or take workshops, I usually wish there was some sort of follow up so that people could be supported in applying the new ideas in their work. This program is going to combine workshop-style sessions, hands-on participation and individualized coaching (and no actual butts will be kicked). By the end of the Intensive, my goal is that participants will truly be ready to launch a major gifts campaign. I’m limiting it to 12 participants so that everyone gets a lot of individual time and attention.

Here are the details. To find out more or to register, please contact me at andrea@blueprintfundraising.com or 604-682-6582.

Session 1: Planning Your Major Gifts Campaign
September 16, 2008 / 9:30 am - 12:30 pm

Session 2: Creating Your Case for Support & Building Relationships
October 7, 2008 / 9:30 am - 12:30 pm

Session 3: Asking For Money & Working With Volunteers
October 28, 2008 / 9:30 am - 12:30 pm

Coaching
Each participant will receive two hours of individual coaching by phone or email outside the sessions.

Location
Workshops will take place at Suite 400 - 21 Water Street, Vancouver. Refreshments and yummy snacks will be provided.

Cost
$685 plus GST per person if you register by July 31
$775 plus GST per person after July 31
Registration closes August 28
Discount of $40 per person for more than one from the same organization
Space is limited to 12 participants and you must register in advance

Vote for the best nonprofit tagline

images.jpg For anyone who has ever wracked their brain, scoured their thesaurus and sat through painful hours of brainstorming with co-workers to come up with a tagline for their organization… here’s a little inspiration.

Nancy Schwartz’s Getting Attention blog is running a contest where you can vote for the best nonprofit tagline. The short list of 20 has been culled from more than 1,050 submissions.

Personally, I think every nonprofit needs a tagline. All the more so if your organizational name is dry, long, unclear or filled with jargon. The best taglines are short and inspire/explain, delivering your brand promise in a pithy and memorable little nugget.

I’ll never forget an organization I worked with years ago… the Snake River Alliance. Their name doesn’t say much, especially to those who don’t know the Snake River. But they developed a great tagline — “Idaho’s Nuclear Watchdog” — and I’ll never forget them because of it. A good tagline can compensate for a poor name. So if you are contemplating an organizational name change, ask yourself if your identity problems could be solved by a brillant tagline. And go get that thesaurus!

Here are a few of my favourite taglines from clients and former clients:

David Suzuki Foundation - Solutions Are In Our Nature
The Land Conservancy of BC - Special Places. Forever, For Everyone.
Adoptive Families Association of BC - A Family For Every Child
Tides Canada Foundation - Think Big. Give Wisely.

First Course in Vancouver in June

P17221.jpg I’ll be teaching part of AFP Vancouver’s “First Course” again on June 26th and 27th, 2008. Sign up soon if you are interested in this course because it usually sells out. First Course provides an excellent overview of fundraising — perfect for anyone new to the field. You don’t have to be an AFP member to take part.

You can register online through AFP Vancouver.

FIRST COURSE: A Course for Volunteers, New Fund Raisers, & Allied Professionals
Thursday, June 26 & Friday, June 27
Simon Fraser University, Surrey Campus

This is a two day workshop taught by experienced fundraisers that will provide an overview of fundraising techniques. The workshop is limited to 40 participants to facilitate group discussion and participation. Participants will receive a 450 page participant manual – a valuable reference on fund raising functions.

Early bird fee (until June 13th): $325 AFP Members / $375 non-members
After June 13th: $375 AFP Members / $425 non-members

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