If you’re in the process of planning a retreat, don’t settle! It’s possible to put together an amazing day that’s engaging, meaningful, memorable, and fun. All it takes is a little planning and ingenuity. Use the following checklist to make sure you have all the essential elements in place to ensure the boad development retreat is a resounding success. 

1. Find an inspiring venue

If you operate a hunger relief organization, hosting a retreat where you serve food could provide inspiring reminders of why everyone is passionate about the mission. But offsite venues can be powerful too. They can provide beautiful and neutral settings: a retreat center with lake views, a boutique hotel with city views, or a country club. Look for a venue that’s roomy with windows and has additional space for small group work. If the venue has outdoor access for team-building exercises, group work, and breaks, that’s even better. Budget is always a factor, so tap into your board; they might have a connection to secure the perfect spot. 

2. Prepare the board

The last thing you want to do at a retreat is spend half the time reading and reviewing material. Boring! The best board retreats prepare board members before the retreat. Depending on the nature of the retreat, board members may be required to take a survey, review material, complete worksheets, read books, and participate in interview calls. They should know in advance the theme and purpose of the retreat, including the agenda, and should be told—in detail—how to prepare for the retreat so everyone is clear about the purpose of the retreat and the outcomes it hopes to achieve.

3. Unify your nonprofit board

Division and discord are surefire ways to squelch the productivity of a board. A healthy board should be diverse (people, experience, background, thought), but it should also be unified so it can work collectively to effectively fulfill its obligations and propel the organization’s mission. The root of a unified board is its culture, so the best board retreats address the fundamental culture questions, “What should it mean to be part of this board?” and “How should our culture be manifested in board behavior and contributions?” Culture is one of the most important issues to address at a retreat because board culture establishes the ethos of how and why a board operates. Everything stems from this.

4. Include key staff

It’s a “board” retreat, so why include staff? Key staff, those with supervisory roles, are essential cornerstones that help keep an organization running smoothly. They often have relationships with board members and many make frequent presentations at board meetings. Include key staff at your retreat because they can provide invaluable insights about important operational issues that most board members can only guess at—programming, human resources, volunteers, operations, facilities, etc. But most importantly, staff participation can help unite the board and staff, and increase the organization’s overall impact.

5. Address the elephants

The best board retreats have the courage to address uncomfortable issues facing the board. Topics such as engagement, fundraising, responsibilities, and performance are often brushed aside at retreats because they ignite emotional flare-ups. But a retreat isn’t about beating down a board with its troubles; it’s about inspiring and motivating a board to be more effective. The best facilitators will address these issues in a sensitive, thoughtful, and helpful manner so the board can snip the ropes that tie these touchy anchors. They will also send out a pre-retreat survey to solicit thoughts and feelings about uncomfortable issues.

6. Discuss fundraising

Let’s face it, the majority of board members loathe fundraising. And for good reason, most stink at it. And if a board member isn’t good at asking people for money, then you risk getting no money, less money, or upsetting donors. Not good. However, fundraising is a primary responsibility for most board members so how do you iron out the tension in this dichotomy?

The best board retreats find ways to uncover their board members’ personal strengths and interests to engage them in the fundraising efforts of the organization. Some members may be great speakers and can make presentations at corporations and civic functions. Some may be great hosts and could throw fundraising parties. Some may have influential connections to potential supporters. And yes, some may be “closers” and enjoy asking people for money (rare, but loved!). Come up with exercises and forms that allow board members to choose ways that will excite and motivate them to support your fundraising efforts.

7. Hire an experienced facilitator

Bringing in an outside facilitator can crack the humdrum atmosphere often found at board meetings, where the same people tend to lead and dominate conversation and the same baggage and drama deaden the mood. The best facilitators are objective, providing a fresh vibe for the day with new insights and perspectives. When scouting, look for someone with credibility and a long history of working with nonprofits and managing boards. These facilitators can draw on their successes and failures to provide firsthand understanding, perspective, and advice on the issues you’re facing and concerns that pop during the day. They should also be inspiring to make the day high-impact, remarkable, and fun.

8. Learn institutional knowledge

All board members should be enthusiastic ambassadors of their organizations. This requires board members to be armed with a quiver of key facts, accomplishments, and information, yet most board members know far too little about such things. The best retreats design short, fun games that help board members learn important information about their organization. Have members pick a partner and practice reciting the mission. Play speed games to learn things like: the number of beneficiaries you serve, the size of your operating budget, and the percentage of funds that go to administration costs. Practice giving a brief overview of the programs you offer or a summary of your history. At the end of the exercise, pass out a sheet with all answers so members can take it home to study.

9. Practice telling stories

Another skill of being a good mission ambassador (and fundraiser) is the ability to tell stories. Sharing information about an organization will satisfy people’s rational questions, but what emotionally moves people to give money, inspire commitment, and incite action, are compelling stories. Set aside time at the retreat for board members to break into pairs or small groups to share their “personal connection” stories: how they got involved, why they got involved, and what is their favorite way of being involved. Then have them share an “impact story.” This type of story is about the work and impact they’ve seen at the organization. It may be a firsthand experience they had while volunteering, or maybe it’s an emotional story of a beneficiary who went through one of your programs.

10. Provide engagement opportunities

Many boards have “seat warmer” board members. These people pat themselves on the back and tell all their friends they sit on the board, but when it comes to helping, they’re nowhere to be found. When called out, they’re quick to say, “We’re volunteers” or “We’re a governing board” so we shouldn’t have to “work.” Phooey.

Today, the best boards, no matter how big the organization, do work. At the end of the retreat, pass out an “engagement form,” listing dozens of ways members can get involved and contribute to the work of the board and the organization. Break the lists into categories (fundraising, advocacy, volunteering, committees, other work, and skills you’re looking for). Collect the responses and assign a committee to oversee members’ commitments and see to it that they fulfill their commitments.

11. Work in small groups

The best board retreats spend lots of time having people work in pairs and small groups (occasionally switching pairs and groups). This structure deepens personal relationships and allows quieter people the opportunity to share opinions that might otherwise get muted in a large group setting. Most small group talk is dominated by one or two people. Therefore, encourage everyone at the retreat to ask at least one person in their small group the four-word conversation starter question, “What do you think?” This is a simple and effective technique to involve all people in the important discussions of the day.

12. Make time for personal connections

Studies show that the deeper and more authentic the relationships between board members, and between board members and key staff, the more cohesive and effective the entire group will be. There will also be less drama and more fun. This is why it’s imperative to carve out time at your retreat for people to make personal connections.

Besides small group work, have board members pair up with a different person every 30 minutes or so to share an answer to a fun question that can be answered in less than 30 seconds. For example, “What are your favorite interests or hobbies?” or “What food do you detest and why?” For laughs, have a few people share the unusual responses they heard from their partner.

13. Assign a notetaker and change champion

Board retreats can be a lot of fun, but the best board retreats achieve specific outcomes and impact. This is why it’s important to assign a notetaker who can track the retreat’s key takeaways and To-Dos. Most retreat facilitators complement this process by providing step-by-step instructions on ways to implement the outcomes from the day. This often includes a combination of tools such as a dashboard, an accountability process, and a variety of management templates. Yet, outcomes are meaningless unless they get implemented. Therefore, you’ll want to assign a person, team, or committee that is responsible for managing the outcomes of the day and see to it that the assigned work and tasks get completed.

14. Create a theme

You create themes for fundraising events because they establish mood and atmosphere. When hosting a board retreat, you don’t need to festoon the room with streamers and party favors (but some people do), but a good theme title and some exciting swag can set the tone and inspire a vision for the day. Think of a theme title that is aspirational. For example: “Impact Leadership: Ownership, Action, Results!”

15. Have fun!

Development retreats are powerful and meaningful, but they can also be FUN! Besides asking goofy “get-to-know-you” questions, plan two or three team-building exercises. There are hundreds on the web. Choose exercises that take 10 minutes or less and get people laughing and out of their comfort zone. Yes, get a little wild and crazy. If you do this, the day will fly by, no one will get tired, and everyone will be walking around with smiles saying, “What a great retreat!”

16. Serve light food

A surefire way to put people asleep at a retreat and dull everyone’s enthusiasm is to serve heavy food. Forget the eggs, bacon, and cinnamon rolls at breakfast, and the spaghetti and meatballs at lunch. Instead, serve yogurt, fruit, and small muffins for breakfast. For lunch, think tasty salads, soups, and small finger sandwiches. Use small plates. Serve water and diet drinks, and keep fatty snacks to a minimum. Offering light and nutritious food and beverages will ensure sharp minds and high energy throughout the day.

17. Keep the spirit alive

If you’ve hosted an outstanding retreat, those who attended will be fired up and ready to act. They will also feel a deep sense of connection with one another. To keep the momentum of your team spirit alive, it’s important to make time to celebrate your culture and achievements on a regular basis. At the retreat, create a game to brainstorm outings the board and key staff (or entire staff) can do to have fun and connect with each other. For example, you could host a barbecue, go bowling, attend a sporting event, or do a wine tasting. You may even want to include spouses/partners. It’s all about spending time together to smell the roses, nurture relationships, share experiences, and have fun.

Summary

The best board development retreat will unite and inspire a board and key staff. They are strategic, yet practical. They are fun, yet bold. But most importantly, a meaningful and memorable retreat will leave everyone feeling motivated, passionate, and committed to making the changes necessary to take your board to the next level of performance, engagement, and impact so your mission can soar!

Have you hosted a successful board development retreat? Let us know in the comments.

The post 17 Tips To Create An Outstanding Board Development Retreat appeared first on Bloomerang.

Because these events have significant fundraising potential, you must ensure they go off without a hitch. That’s where silent auction software comes in handy.

Silent auction software is a type of nonprofit software that organizations can use to help procure items, map out event layouts, manage checkouts, and conduct other essential planning activities.

To help narrow down your search for the right tools, we’ve rounded up the top silent auction software solutions to make the planning process a breeze:

• Qgiv by Bloomerang
• OneCause
• Handbid
• SchoolAuction.net
• Winspire
• ClickBid
• Snowball Fundraising
• Silent Auction Pro
• AccelEvents
• Charity Auctions Today
• Auctria
• Givebutter
• Greater Giving
• BiddingOwl
• ReadySetAuction
• GiveSmart

Qgiv by Bloomerang

Overview

Qgiv by Bloomerang is a modern auction platform that takes the stress out of the auction-planning experience. Say goodbye to paper bid sheets, long checkout lines, and payment reconciliation issues—Qgiv prioritizes efficiency and facilitates positive experiences for auction planners, volunteers, and donors alike.

Most helpful features

• Mobile bidding, including app and web-based options.
• Attendee engagement features, including the ability to create a watch list for their favorite items or opt into notifications to alert them when someone has outbid them.
• Guest management features, such as ticketing options to register individuals or groups, the ability to assign guests to specific tables, and a drag-and-drop editor to help strategize table layout.
• Ability to accept donations during event registration to drive greater support for your cause.
• In-app purchases for additional revenue streams like merchandise or raffle tickets.
• Simplified checkout process that allows guests to pay for auction items won, donations, and other purchases in a single transaction.
• Reporting features to review all event-related data in a customizable dashboard.
• Direct integration with Bloomerang’s donor database to track all attendee and donor information easily and follow up with supporters to foster long-term relationships.

Price

Qgiv’s auction platform costs $259 per month. The package includes auction event planning tools, app-based bidding, donation forms, and email and live phone support.

OneCause

Overview

OneCause’s silent auction software streamlines the attendee experience. It’s a flexible, user-friendly, all-in-one event platform.

Most helpful features

• Express check-in with QR codes
• Scoreboards and slideshows to help drive participation
• Customizable online sponsorship packages

Price

Packages include Professional, Enterprise, and Nationals (multi-chapter fundraising) options. Visit the OneCause website for more information.

Handbid

Overview

Handbid offers software for auction and event managers to plan more impressive auctions that drive giving. This solution mitigates common auction issues, from long wait times to lack of engagement.

Most helpful features

• Ability to capture guests’ credit card information before the event begins
• Push notifications to encourage bidding
• Ability to livestream via the Handbid app and event website

Price

Pricing starts at $1,396, with single and multi-event packages available.

SchoolAuction.net

Overview

SchoolAuction.net is an auction platform for schools looking to raise money through auctions.

Most helpful features

• Templates for kickstarting multiple fundraising campaign types, including crowdfunding, memberships, and more
• Mobile bidding and email/text outbid notifications
• Text-to-give functionality

Price

The smallest plan is $79 per event. Head to the SchoolAuction.net website for more pricing information.

Winspire

Overview

Using Winspire’s platform, nonprofits can browse and select curated travel packages to auction off. Packages range from memorable event experiences like the Kentucky Derby to tropical vacations.

Most helpful features

• Ability to offer unique experiences to donors while keeping costs low
• Templates, kits, and eBooks to facilitate the event planning process
• Opportunity to build long-term donor relationships with curated travel experiences

Price

Nonprofits purchase experiences after they successfully sell them to winning bidders. The Winspire website explains the payment process in more detail.

ClickBid

Overview

ClickBid is a user-friendly charity auction platform. Organizations can use this solution to plan in-person or online auctions, collect recurring donations, plan raise-the-paddle events, and more.

Most helpful features

• Custom landing pages to engage donors and increase event registrations
• Access to a dedicated event advisor to help plan your auction
• Accessible mobile bidding software that allows supporters to bid from any location

Price

Pricing starts at $795 annually.

Snowball Fundraising

Overview

Snowball Fundraising empowers event planners with fundraising auction software that allows them to plan unlimited auctions. Additional functionality, such as outbound text messaging and CRM tools, helps cultivate long-lasting donor relationships.

Most helpful features

• Customizable event pages with options to add up to five photos per auction item
• Text-to-bid functionality
• Automated emails updating supporters on whether they won the items they bid on

Price

Plans that include auction functionality start at $849 per year.

Silent Auction Pro

Overview

Silent Auction Pro’s platform facilitates auction planning with mobile bidding, event management, and ticketing capabilities. Plus, marketing and communication features help spread your message and event information to a broader audience, driving registrations.

Most helpful features

• Gamification features to add excitement to your event
• Customizable event promotion landing pages
• Ability to sell multiple ticket types, including admissions, raffle tickets, sponsorships, merchandise sales, and more

Price

Plans start at $899 per year.

Accelevents

Overview

Accelevents facilitates stress-free event planning with ticketing and registration software, event check-ins, a website builder, and other useful tools.

Most helpful features

• Fully branded event pages
• Option to provide special guests with access codes to VIP experiences
• Additional revenue streams, including merchandise, products, and other packages

Price

Pricing starts at $5,000 for a single event.

Charity Auctions Today

Overview

Charity Auctions Today helps simplify event fundraising with solutions for attendee management and long-term supporter engagement.

Most helpful features

• Mobile bidding
• Fast guest check out with credit card pre-registration
• Outbid notifications

Price

The free plan includes 5% platform fees and 3% + $0.30 processing fees. Visit the website for more details.

Auctria

Overview

Auctria makes it easy to run fundraising events, whether in-person or online. You can raise event awareness with a branded website, leverage social media to spread the word, and incorporate images and videos to tell your organization’s story.

Most helpful features

• Ability to sell tickets to individuals, couples, and full tables
• Sell sponsorships on your event website
• Generate printed materials for your auction as needed, such as an item catalog

Price

Auctria offers a free plan; paid options start at $350 annually.

Givebutter

Overview

Givebutter’s auction functionality provides seamless planning capabilities to make auctions more enjoyable for planners and attendees.

Most helpful features

• Trust & Safety team that reviews payouts for fraud and runs multiple safety checks
• Real-time auction updates to enable participants to see new bids and items as they go live
• Create custom item categories to help bidders find items faster

Price

When you enable the option for donors to add tips, Givebutter charges no platform fees. However, the platform charges 2.9% + $0.30 processing fees.

Greater Giving

Overview

Greater Giving equips nonprofits with software for live and online fundraising events, including silent auctions. The platform also enables year-round donation collection.

Most helpful features

• Event sponsor management, tracking, and promotion via your event website
• Option to livestream your event
• Ability to track, display, and announce fundraising results in real-time

Price

Visit the Greater Giving website for information about their packages.

BiddingOwl

Overview

BiddingOwl’s auction software facilitates in-person and virtual bidding, admission ticket sales, simple donations, and more.

Most helpful features

• Ability to create a personalized event website with a custom URL
• A secure payment processor that integrates with Stripe and PayPal
• Automatic bidder notifications

Price

BiddingOwl offers the ability to pass fees onto supporters. Visit the website for more information about their pricing structure.

ReadySetAuction

Overview

ReadySetAuction offers cloud-based auction software to run events smoothly. This software is built for nonprofits, schools and universities, faith-based groups, sports teams, workplace giving campaigns, and more.

Most helpful features

• Options to email and print donor receipts
• Ability to track tickets sold and RSVPs
• Donor leaderboard

Price

Pricing starts at $1,099 per year for the Essentials plan.

GiveSmart

Overview

GiveSmart’s silent auction platform helps organizations exceed their fundraising goals with mobile bidding and event planning functionality.

Most helpful features

• Personalized text communications with donors
• Interactive live auction display with a leaderboard
• Simplified self-checkout payment process

Price

Learn about GiveSmart’s pricing plans on their website.

Features to look for in silent auction software

As you can see, most of the top auction platforms share many of the same features. When looking for the right tool for your organization, prioritize solutions that offer these essential features:

• Mobile bidding, including the ability to create watch lists for top items and receive outbid notifications
• Guest management, including multiple ticketing format options and seating assignments
• Mid-auction donation appeals to gather additional support throughout your events
• In-app purchases for additional items like raffle tickets or merchandise
• Simplified checkout with in-app purchases and receipts
• Reporting tools to track registrations, purchases, donations, and other key metrics

Many organizations find it helpful to leverage a unified giving platform that offers auction management, online fundraising, and relationship management tools in one system. Consider your organization’s overall digital and event fundraising needs to explore whether switching to a robust unified solution will help drive greater fundraising results.

How to get started with Qgiv + Bloomerang

It’s easy to get your silent auction software up and running when you choose a robust, user-friendly platform like Qgiv + Bloomerang.

Want to know what it takes to get started in our comprehensive auction planning, fundraising, and CRM platform? You’ll simply follow these steps to plan and carry out your most successful auction yet:

1. Procure auction items. Use our CRM platform to reach out to current and prospective donors and corporate sponsors to acquire auction items for your event. Using our built-in DonorSearch integration, you can scan your supporter database to identify top prospects who are most likely to be interested in and capable of donating big-ticket items to your event.
2. Create an auction event page. Build a customized event page with an item catalog and descriptions and configure your bidding options.
3. Promote your auction across multiple marketing channels. Leverage communications integrations, including email and social media, to share your auction registration form.
4. Ensure bidding goes smoothly. After your event kicks off, keep an eye on the bidding process with Qgiv’s monitoring tools. Evaluate real-time reports and analytics to assess your event’s effectiveness.
5. Facilitate the checkout process. Close out your event by answering attendees’ questions and notifying item winners.
6. Review auction metrics. Use our reporting tools to assess your event’s return on investment (ROI) through registration, donation, and bidding reports.
7. Thank supporters. Show appreciation to silent auction donors with our integrated email solutions and silent auction acknowledgment templates.

Request a demo today to get started with our easy-to-use silent auction and fundraising software.

Wrapping up

Silent auction planning doesn’t have to be complicated. With the help of a robust auction software platform on your side, you can keep your event organized, engage with attendees, and pave the way for long-term support.

Looking for more tips to run your best auction yet? Start with these additional silent auction planning resources:

• 40+ Unforgettable Live Auction Items that Sell Well. Explore our list of top auction items that will sell well whether you’re hosting a live or silent auction.
• How to Run a Silent Auction: 10 Simple Steps for Success. Ensure you’ve covered all your bases with our guide to running a silent auction successfully.
• 34 Nonprofit Donation Page Best Practices (That Work Fast). Update your online donation form ahead of your silent auction event with these best practices.

The post 15 Silent Auction Software Tools to Power Your Events appeared first on Bloomerang.

It was tiny and well-loved. Being small and immensely popular, it was usually overcrowded.

The brilliant team at the museum set out to find a bigger space and ran a successful capital campaign to expand to a much larger location.

The new space was phenomenal—from outdoor climbing and obstacle courses, interactive exhibits that spanned life-size light-up games, to aeronautics with flying balls, to roller coaster physics, to water play with sound bowls.

Adults had as much fun as the children. The development director recruited members to become donors at invitation-only ‘after-hours’ events, where the adults roamed the museum, slid down slides, and tinkered and played at every exhibit to their hearts’ content. Like the set of the movie Night at the Museum, these guests had the whole museum to themselves.

There was just one problem. Despite the museum’s much-expanded footprint, it still had massive overcrowding.

Aside from giving to the capital campaign or a traveling exhibit, most of the museum’s fundraising asks were to give to their open-door policy that provided free entry for families without the financial resources to pay for admission.

Admirable goal. But hard to sell when the space was packed to the gills with hordes of families and a madhouse of children trying to play at each exhibit.

A lot of members—especially those lucky enough to go to the after-hours events—wanted a museum experience that didn’t involve fighting crowds.

Members asked staff whether they might add a fee or an exclusive member benefit at a higher member level for the special perk of ‘free range playtime’ before the museum opened to the public, after-hours or overnight events, but the staff wasn’t interested.

If you’re a museum, arts, or culture organization, you may be in this same dilemma. On the surface, it may look like space is the issue. It isn’t. It’s understanding donor motivations.

Most fundraising is helping ‘other people.’ But when you’re fundraising for arts or cultural organizations, donations don’t *just* help other people. They also benefit the donor. Yes, other people do indeed get something out of it, but donors generally give to enrich their lives.

A big reason why members choose to become donors is to enhance their own experience. It’s critical for the fundraising staff who handle membership to understand what motivates these donors.

Here are four different donor motivations and how you can use them in your fundraising to raise more gifts from members for your museum, cultural, or arts organization:

1. Donor benefits

Benefits are anything donors receive that enhances their experience. They can be practical, like premium parking, early access to sell-out tickets, access to lounges or the museum before or after regular operating hours, access to private events or exclusive events, or discounts for the gift shop or merchandise. Consider offering more aesthetic benefits like meet-the-artist events, backstage passes, tickets to dress rehearsals, and more.

2. Sustaining the museum (or art form)

Donors realize that it costs more to run a museum than their membership fees and that donations fill the gap. Their passion for your museum—or art form, preservation, or conservation efforts—drives them to give, ensuring these cherished spaces remain open and thriving. Engage these donors by reminding them of the emotions and experiences your museum evokes, using compelling storytelling to deepen their connection and inspire continued support.

Here’s an example of that in a monthly giving appeal targeting donors to a preservation organization:

Dear %Firstname%,

Your generosity and kindness protect the trails and forests of the beautiful Blue Hills.

I imagine that each time you come to the Blue Hills, you feel like I do.

Calmer. Happier. Rejuvenated.

When I visit the Blue Hills, I leave happier. If I’m with my family, we feel closer. After I bike or hike alone, I feel more connected to myself. Peaceful and grateful.

The walks I take each week remind me that the Blue Hills is a sacred space, first cared for by indigenous peoples. And now, it’s my turn to do my part.

That’s why I joined a dedicated group of supporters by becoming a Best Friend of the Blue Hills with a $50 monthly donation.

Because of your love for our beautiful Blue Hills, I’m sending you this special invitation today to join our monthly giving club, Best Friends of the Blue Hills.

When you become a Best Friend of the Blue Hills, you provide a steady and reliable source of income to ensure the preservation of the forest and trails you love.

%Firstname%, it’s only with your monthly gift that we can preserve these trails and native plant species.

Your generous monthly gift of:

$10 = Buys supplies to cut branches that block the trails.

$15 = Sends an ecologist to train volunteers to remove invasives at Fowl Meadow

$20 = Sends a trail maintenance expert to train volunteers to reduce soil erosion

If you sign up before March 3rd, you can raise an extra $5,000 through a generous donor match!

%Firstname%, when you become a Best Friend today, you’ll make sure the Blue Hills will be there for all of us to enjoy tomorrow.

Please, will you be our best friend?

Thank you for your love and support of the Blue Hills!

For the Blue Hills,

John Doe

P.S. Donate before March 3 to ensure an additional $5,000 is given to the Blue Hills!

3. Recognition

Donors who give to the arts like the recognition that comes with their gift. Hence, lots of naming opportunities—from the seats to the bricks outside, to programs, to endowed chairs. Here’s a great example of how the National WWII Museum does that:

“Take a moment to reflect on your personal connection to World War II. Maybe your father or grandfather served in the Pacific or fought across the plains of Europe. Or perhaps your mother or grandmother supported the war effort by powering the “arsenal of democracy” here at home. Whatever their involvement, it deserves permanent recognition on the Honor Roll at America’s National WWII Museum. Become a member today and ensure that your family’s legacy is never forgotten.”

4. Community pride

Many philanthropists and corporate sponsors support museums and arts organizations to boost the quality of life in the cities they hold dear. To magnify these feelings in your donors, speak with them directly about the role your museum (or art form) plays in the community.

Take the Brooklyn Museum, for example:

“The Brooklyn Museum is one of the world’s most welcoming and contemporary encyclopedic museums and is every bit Brooklyn: creative, relevant, diverse, and trailblazing. When you join as a Member, you celebrate the great art, big ideas, and courageous conversations that can only be found here.”

So, what’s the secret to turning members into passionate donors? It’s all about understanding what drives them. When you tap into their motivations—whether it’s enhancing their experience, sustaining the museum, receiving recognition, or boosting community pride—you create a deeper connection. These aren’t just one-time gifts; they’re investments in a shared love for the arts and culture. Keep your finger on the pulse of what matters most to your members, and you’ll find your fundraising efforts meet and exceed expectations.

Was your museum or arts organization able to raise more gifts from members? Drop your strategy it in the chat!  

The post Raise More Gifts From Members By Understanding Their Motivations appeared first on Bloomerang.

At such a young age, she was so right: Attitude is everything! And it starts with the professional or volunteer nonprofit leader who’s leading the fundraising project. If you don’t bring a positive and happy attitude to the table, don’t expect others to be excited or look forward to joining you in the cause.

This is one of my 10 Simple Fundraising Lessons, as emphasized in my most popular course/presentation and first book of the same title.

Unfortunately, it appears counterintuitive to many people. They associate fundraising with dread, something to be endured at best. But the most successful nonprofit leaders I know truly embrace the spirit of joy. Here are 10 practical ways that you can enjoy fundraising.

1. You are driven by a passion deep in your heart: You are not raising money to benefit yourself, but rather a noble mission that touches, improves and saves more lives, especially helping those who are struggling. You are a true believer. Every time you move the cause forward it has special meaning.
2. Fundraising is not a zero-sum game: By asking for a gift, you aren’t taking something of equal value away from the donor. You are empowering them to more fully achieve their human potential, and genuinely feel great about themselves. This is a win-win transaction.
3. There is nothing to fear if the donor declines: Fundraising dates back to at least 1643 when Harvard conducted its first annual appeal. (No wonder its endowment is now greater than $50 billion.) In all the time since then, there’s never been a single casualty suffered by someone who heard “no.” In other words, you are not putting yourself in harm’s way. Leaders in all fields must risk momentary rejection if they want to accomplish significant goals and make things happen.
4. Never go in unprepared: Just like tennis, golf and playing a musical instrument, you need to practice. Role-playing an ask is well worth the effort and allows you to approach the task at hand from a position of strength.
5. You don’t ask for gifts right out of the box: It’s essential that the donor prospect first knows, likes, and trusts you and your organization before there is any mention of money. We call this the cultivation phase. More than building a relationship, you are nurturing a friendship. Too many people miss that they can contribute mightily to resource development success without ever asking for a gift themselves. They can identify likely donors, break the ice by introducing men and women from their professional, personal, and civic networks to the missions of their nonprofits, and express heartfelt gratitude to donors of time and money.
6. Watch others in action: Never solicited a gift before? Accompany a board or staff member who has replaced fear with comfort and confidence. You can learn much from their general approach, conversation style, and verbal and facial expressions. They have learned how to master it, and so can you.
7. Those who volunteer get it: Be sure to emphasize the solicitation of those who are volunteering time to your nonprofit. They are several times more likely to provide financial support than those who don’t volunteer. The older we get, the more we appreciate that the gift of time is more valuable than money because it can never be replaced.
8. Technology is opening the door to new ways of giving: We are seeing more and more innovations such as mobile giving, giving days, and giving circles open the doors to younger generations and those who have not previously participated in philanthropy.
9. Celebrate victories: When a professional or volunteer team member reports back on their first success, recognize them at a meeting or other gathering. Invite them to talk about the experience and what they enjoyed the most about it.
10. Fundraising is the ultimate continuous improvement process: You learn something valuable every time you meet with the donor prospect, whether the result is yes, no, or I need more time. Debrief after each the solicitation and honestly assess what you were pleased with and where there is room for improvement. Welcome opportunities to learn more. There is an abundance of how-to resources including books, articles, conferences, training, webinars, and more — many available at minimal or no cost.

I always say that the main reason most people fear and don’t enjoy fundraising is that they’ve never genuinely experienced a solicitation themselves. So, more than anything else, this is a fear of the unknown. Successful nonprofits go the extra mile to ensure that team members know about the multi-faceted fundraising process. Remember, money is never the end, but rather a means to the end. Fundraising is the fuel that drives good works and in virtually every conceivable way culminates in a better and brighter future.

Do you embrace and enjoy FUNdraising? Let us know in the comments. 

The post 10 Practical Ways To FUNdraise appeared first on Bloomerang.

This isn’t just a casual coffee chat; it’s a pivotal meeting that can define a donor’s impression of you, your organization, and may determine whether they make a moderate gift, a significant one, or none at all. The stakes are high and coming prepared can greatly increase the likelihood you’ll leave with a smile and the outcome you desired.

The importance of being thoroughly prepared

Imagine walking into a donor meeting feeling confident, organized, and ready to make a compelling case for your nonprofit and its noble work. Now, imagine the opposite: you’re unprepared, stumbling on your words and thoughts, unable to answer basic questions about your programming, finances, and plan for the future. The difference between these two scenarios is stark, and the results can be just as drastic.

Advantages of being prepared

When you’re well-prepared for a donor meeting, you’re not just setting yourself up for success—you’re demonstrating respect for the donor’s time and philanthropic interests. Preparation allows you to clearly and confidently articulate your organization’s mission, showcase your passion, build trust, and align your goals with the donor’s values. This level of readiness can lead to larger donations, deeper personal relationships, and a greater likelihood of ongoing support.

Disadvantages of being unprepared

On the flip side, walking into a meeting without thorough preparation can be disastrous. It’s not just about missing out on a donation; it’s about the impression you leave behind. An unprepared fundraiser can come across as unprofessional, disorganized, and even disrespectful. The donor might feel that their time has been wasted, or worse, they may question the competence of your entire organization. This can lead to no gift, a smaller-than-expected gift, or even negative word-of-mouth that could damage your reputation in your community.

Why many fundraisers are ill-prepared

So why do so many fundraisers find themselves underprepared for donor meetings? The reasons vary, but a common theme is the misconception that they can simply “wing it.” Fundraisers, especially those new to the field, might rely too heavily on their personality, the strength of their cause, or the belief that their passion alone will carry them through the meeting.

Overconfidence in the cause

There’s often an assumption that the cause itself will do the heavy lifting. While your cause is undoubtedly important, donors (especially the very wealthy ones) are approached by dozens of organizations with equally compelling missions. What can set your organization apart isn’t just the great work you’re doing, it’s the connection you build during the meeting, which, if you want to be an ace fundraiser and have happy, loyal donors, requires preparation and strategy.

Lack of experience or training

Many fundraisers are passionate individuals who may not have received formal training in donor relations. Without a solid understanding of basic “field tested” fundraising tactics and the nuances of relationship building, they might not realize the importance of preparation until they’ve already made a mistake.

This is why continuous learning and mentorship are vital to fundraisers – even the best ones. And those new to fundraising should always practice their asks on smaller-sized donors before talking to major donors so the organization doesn’t risk losing a major gift if the meeting goes south.

The desire to avoid “over-preparation”

There’s a fine line between being well-prepared and coming across as scripted or insincere. Some fundraisers fear that over preparing will make them seem less genuine. However, the key is not to memorize a script but to be knowledgeable and flexible enough to adapt to the conversation naturally. Extensive preparation is the cornerstone required for this to happen.

Simple checklist for a successful donor meeting

To help you avoid the pitfalls of unpreparedness, here’s a comprehensive checklist elaborating on 13 essential steps to take before a donor meeting.

1. Ensure a good personality and interests match: People give to people they like and trust, and a strong personal connection can significantly increase the likelihood of a donation. Before the meeting, research the donor’s interests, hobbies, background. The more you know about a donor going into the meeting the more fodder you’ll have to ask questions . . . and great fundraisers are amazing question askers. If possible, pair the donor with someone from your organization who shares similar interests or values. This creates a natural rapport and makes the conversation flow more smoothly. Remember, one of the top reasons donors continue to give after four years is because of the relationship they have with the person asking for money.
2. Choose the right meeting location: The setting of your meeting can greatly influence its outcome. If possible, arrange to meet where your programming or services are taking place. This allows the donor to see firsthand the impact of your work, creating a deeper emotional connection. If this isn’t feasible, opt for a location that’s comfortable, private, and conducive to conversation. A quiet coffee shop or a restaurant with a pleasant view can provide a relaxed atmosphere that encourages open dialogue. Pro tip: Arrive early to your meeting, find a quite table, and leave your credit card with the cashier or server before the donor arrives. Then when you pay, there will be no uncomfortable squabbling over who should pick up the tab. It’s a smooth and classy move.
3. Show excitement about your organization: Enthusiasm is contagious. When you talk about your organization with genuine passion, it’s hard for the donor not to be inspired. Your excitement not only builds trust but also reinforces the credibility of your cause. Be sure to balance your passion with professionalism, so you come across as both enthusiastic and competent.
4. Share personal “connecting” stories: Stories are powerful tools in fundraising. They humanize your cause and make it relatable. Prepare a few impact stories that illustrate the difference and impact your organization makes on the people and community your serve. Whether it’s a personal story about why you’re passionate about the mission or a success story from someone who benefited from your program, these narratives help create an emotional connection that can motivate the donor to give.
5. Focus on the donor’s personal interests: Building a personal connection goes beyond discussing your organization. Take the time to learn about the donor’s hobbies, sports, family, history, and professional life. This shows that you’re interested in them as a person, not just as a source of funding. By establishing common ground, you make the donor feel valued and more likely to support your cause.
6. Understand the donor’s philanthropic interests: Understanding why and how a donor gives are crucial. Learn about why they give, what they like to give to, and what types of missions have inspired them over the years. Ask about their best giving experiences. Ask about their worst giving experiences (so you can avoid them). Also ask what they look for in a nonprofit and why they have an interest or passion for you mission and what they love most about the work you’re doing. This information allows you to tailor your ask in a way that aligns with their values and motivations. When you show that you’re attuned to their giving preferences, you increase the likelihood of a successful outcome.
7. Be prepared to answer basic questions: Donors will expect you to have a deep understanding of your organization. You should be able to discuss your budget, including how funds are allocated, and provide details about your programs, history, impact, and future plans. Be ready to explain why your organization is unique and deserving of their support. This knowledge not only helps you make a convincing case but also reassures the donor that their money will be well-managed.
8. Let the donor do most of the talking: It’s easy to get caught up in trying to make your case, but remember that listening is just as important. If you’re talking more than 40 percent of the time, you’re talking too much! Create dynamic dialogue; ask great questions and then listen! This not only helps you gather valuable information but also makes the donor feel heard and respected. Skilled fundraisers are not just great talkers—they’re excellent listeners.
9. Rehearse your ask and objection scripts: Asking for money is the most critical part of the meeting, and it’s not something you want to improvise. Plan how you’ll make the ask, including the amount and what it will be used for. Consider offering giving level options, or sponsorship opportunities, and be prepared to address any objections. For example, if a donor is hesitant about the amount, suggest payment options. For example, if they object to a $10,000 ask, ask if it’s a better option to give $2,500 now and $2,500 over the next three quarters. Practice makes perfect, so rehearse, rehearse, and rehearse various approaches and objective types until they feel natural and confident.
10. Include the donor’s partner early on: Decisions about significant donations are often made jointly, especially in a family setting. If you can, involve the donor’s partner (if they have one) from the start. This shows respect for their decision-making process and increases the chances of securing a gift. It also helps prevent any surprises or miscommunications later on, which could derail a potential donation.
11. Send a brief reminder email: A simple, two-sentence email sent a day or two before the meeting can make a world of difference. It’s a courteous way to confirm the time and place, ensuring that there are no mix ups. This small step shows that you’re organized and considerate, setting a positive tone before you even step into the meeting.
12. Respect the donor’s time: Punctuality and time management are critical. Arrive early, start the meeting on time, and aim to finish five to ten minutes before the allotted time is up. This shows that you respect the donor’s schedule and are efficient in your use of their time. A well-managed meeting leaves a positive impression, increasing the chances of future interactions.
13. Have a thoughtful follow-up plan: The meeting doesn’t end when you walk out the cafe. Follow up promptly with a personalized thank-you note or email. Recap any key points discussed, and outline the next steps. This reinforces your professionalism and keeps the momentum going, ensuring that the donor remains engaged with your organization and that you gave them a chance to field additional questions or concerns.

Conclusion

Meeting with a donor is a significant opportunity that requires careful planning and thoughtful execution. By thoroughly preparing for each interaction, you not only increase the likelihood of securing a donation but also build stronger, more meaningful relationships with your donors. In the competitive world of nonprofit fundraising, being prepared is your greatest advantage—and the key to turning a simple meeting into a lasting partnership.

So, before you walk into that next donor meeting, take the time to check off each item on this list. It’s the difference between what a successful fundraiser does and one who’s still wondering where they went wrong.

And remember, a little humor and charm can go a long way to helping you and donor leave your latte meeting with frothy smiles and a generous gift. Good luck!

Let’s talk strategic planning and board training?

Looking for an outstanding strategic planning or board retreat/training facilitator? Having founded or built nine notable nonprofits and helped hundreds more, you’ll get someone who’s walked in your shoes and understands all aspects of snags and challenges you’re facing. Give me a call; it would be a privilege to help.

How do you prepare for a donor meeting? Let us know in the comments. 

The post Mastering Donor Meetings With Preparation appeared first on Bloomerang.

We spoke with two trusted nonprofit attorneys who’ve seen this scenario play out all too often. In this article, we’ll explore some common challenges and share a roadmap to help you break free from nonprofit software contracts that no longer suit your needs.

This article is for informational purposes only and does not constitute legal advice. It is essential to consult with an attorney to address your specific legal situation.

The legal landscape: How organizations get trapped in nonprofit software contracts

Imagine this: Your nonprofit does everything by the book, sending your termination notice well before the deadline. But your vendor? Radio silence. Then weeks later—just when you think you’re in the clear— they hit you with a “too late” response, claiming you’ve missed the deadline and locked into another multi-year contract. Frustrating, right?

In some cases, delays or ambiguities in contract language can create challenges when nonprofits attempt to switch providers. Depending on your location and the specifics of the contract, these issues may result in complications, like breach of contract or conflicts with consumer protection laws.

Understanding your rights: Legal principles to protect your nonprofit

From a legal standpoint, whether these tactics hold up usually depends on the contract details and the provider’s behavior. Here’s what you need to know:

1. Good faith and fair dealing: Contracts often include an implied covenant of good faith and fair dealing, meaning both parties should act fairly. If you’re experiencing significant delays in response times, this could raise concerns regarding this principle.
2. Ambiguity in contracts: If the language in your contract is vague, the law usually interprets it against the person who wrote it—in this case, the software provider. This could work in your favor.
3. Unconscionability: If a contract is so one-sided that it’s just unfair, courts may refuse to enforce it. This is especially relevant if the provider uses their power to push harsh or unreasonable terms.
4. Breach of contract: If your provider doesn’t get back to you within a reasonable timeframe, they may be in breach of contract, especially if prompt communication is part of the deal.

Checklist for navigating contract termination with your fundraising software provider

Thinking about breaking up with your software provider? Here’s a step-by-step guide to make sure you’re doing it right:

Before you cancel

• Review your contract: Give that contract a close read. Look for specifics about how to cancel, what fees may apply, and any additional steps you need to follow. Be on the lookout for any tricky language that might trip you up.
• Document everything: Keep detailed records of every interaction with your provider. Emails, phone calls, letters—save it all. This will be your safety net if legal action becomes necessary.
• Seek legal advice: Consult with a nonprofit attorney who knows contract law. They can help you understand your rights and craft a smart strategy for getting out.

Initiating cancellation

• Send a formal notice: Write a concise termination notice that ticks all the boxes laid out in your contract. And just to be safe, send it at least 30 days before your contract ends.
• Use certified mail or technology solutions: Make sure your notice gets there. Use certified mail or a secure digital method that gives you proof of receipt. These are tech platforms that track and document all of this for you—definitely worth considering.
• Follow up: If you don’t hear back, don’t hesitate to follow up. Remind your provider of your intent to terminate and keep a record of everything.

Addressing objections

• Document responses: If your provider pushes back or asks for more information, write down exactly what they say. This could be important if the situation escalates.
• Seek clarification: If their objections seem unreasonable or contradictory, ask for more details. Vague or misleading statements could work in your favor if you end up in arbitration or litigation.
• Consult with your attorney: If things start to look dicey, loop in your attorney. They’ll make sure you’re doing everything by the book and keeping your nonprofit’s interests front and center.

Escalating the issue

• Contact a higher-up: Still not getting anywhere? Reach out to someone higher up in the company. Make it clear that you’re ready to take legal action if they don’t play fair.
• Explore alternative dispute resolution (ADR): Mediation or arbitration can be quicker and less messy than going to court. It’s worth considering if you’re looking for a faster resolution.

Preventing future issues: Legal and technological safeguards

Nobody wants to go through this more than once, so here’s how to protect yourself going forward:

• Negotiate favorable terms: Don’t just sign on the dotted line—make sure the terms are fair. Push for clear cancellation provisions; don’t be afraid to ask for what you need.
• Use technology for contract management: Invest in contract management software that tracks key dates, automates reminders, and stores all your communications in one place. This way, you won’t miss deadlines and will have everything documented in case of disputes.
• Consider legal retainer services: Retain a nonprofit attorney who can review contracts before you sign, spot potential risks, and represent your organization if disputes arise.

Conclusion

Navigating nonprofit software contracts doesn’t have to be overwhelming. By knowing your rights and staying informed, you can steer clear of these common practices and keep your nonprofit on track. Arm yourself with legal knowledge, take advantage of technology, and get the expert advice you need to make sure your organization is always in the best possible position to succeed.

What issues have you experienced with switching nonprofit software contracts? Let us know in the comments. 

The post Breaking Free: Navigating Contractual Pitfalls When Switching Nonprofit Software appeared first on Bloomerang.

The pitfalls of the five-year plan

The allure of the five-year plan stems from an era dominated by large organizations like IBM, The Nature Conservancy, and large city governments. These entities, often under pressure to appease investors, super donors, and to justify tax levies, adopted long-term planning as a way to demonstrate their foresight.

However, the reality is that these plans, despite the months of effort and, in some cases, millions of dollars poured into them, often turned out to be obsolete as soon as they were published.

The world moves too quickly nowadays for such rigidity. Economic gyrations, political whirlwinds, technological advancements, and competitor dynamics are just a few of the unpredictable external factors that can derail even the most carefully laid plans.

Internally, organizations face ever-changing challenges such as staff turnover, shifts in funding, changes in leadership, and swings in capacity cycles. These are realities that no five-year plan can accurately account for, rendering it a relic of a bygone era.

The case for a one-year nonprofit strategic plan

Given the inherent unpredictability of the future, it makes far more sense to focus nonprofit strategic planning efforts on a one-year horizon. A well-crafted one-year plan, aligned with long-term vision statements, “north star” goals, and cornerstone objectives, provides the flexibility needed to navigate the uncertainties of the modern world.

A one-year plan isn’t about abandoning long-term thinking. Rather, it’s about being practical and realistic. Many nonprofits struggle to meet even their one-year goals and objectives, often because circumstances and situations change, people leave, funding short falls suddenly occur, board desires change, or their strategic plans simply end up sitting in a folder, forgotten and gathering dust.

Engagement and accountability

One of the critical advantages of a one-year plan is that it keeps the organization’s leadership engaged and accountable. The goals feel obtainable. People can see the end zone. When a plan is updated monthly by staff and reviewed regularly by the board or by a dedicated committee, it stays at the forefront of everyone’s mind. This regular review process ensures that the plan remains relevant, and adjustments can be made in real-time as circumstances change.

This level of engagement is rarely achieved with a five-year plan. Too often, long-term plans are treated as a formality, something to be created and then forgotten until it’s time for the next cycle. The result is a lack of ownership and engagement, and a plan that fails to drive the organization forward.

Cost and time efficiency

In addition to being more effective, one-year plans are also more cost-efficient. Developing a five-year plan may require extensive research, countless meetings, and they are often extremely expensive. The entire process is time-consuming, and the result is a document that may quickly become irrelevant.

In contrast, a one-year plan can be developed and implemented in a fraction of the time, usually in one or two days and at a fraction of the cost. This allows organizations to focus their resources on implementation and execution rather than endless planning.

It’s important to keep in mind there is also an opportunity cost associated with extensive strategic planning processes that many organizations fail to account for. Meaning, an organization needs to account for the money it’s spending on all the work the staff is doing and all the time they are spending in meetings during the strategic planning sessions instead of doing their normal jobs. This is a real cost and it should be added to the total cost an organization spends on strategic planning.

Conclusion

In a world where rapid change is the only constant, organizations need to be agile and responsive. The five-year strategic plan, once the gold standard, is now an anachronism—outdated, cumbersome, and often ineffective. They may look good on paper but often they take an inordinate amount of staff and board time, are exceedingly expensive, become stale with inaction, and have little mission impact in practice.

Instead, organizations should embrace the one-year plan with near-term achievable priorities and objectives, combined with long-term vision statements, “north star” goals, and cornerstone objectives. Then they should monitor the plan’s progress monthly, make necessary changes to stay on track, and then update the plan annually to reflect the latest business realities to ensure it remains a relevant and living document that gets executed and drives real results and impact.

Does your organization embrace a one-year nonprofit strategic plan? Let us know in the comments. 

The post Strategic Planning: What’s Better, A One-Year Or Five-Year Plan? appeared first on Bloomerang.

Dear Charity Clairity,

We provide administrative, educational and financial support to a range of other charities within our statewide member network. In other words, our mission is to underwrite much of the “overhead” for agencies who do the work. Yet they still do their own fundraising, which we help them to do through training. We have a few of our own programs, but don’t have a lot of our own boots-on-the-ground direct services. No one wants to pay for what we do. How do I tell a compelling fundraising story?

— Not Saving Lives

Dear Not Saving Lives,

First, a reality check: Very few charities can actually say they’re in the business of life and death. Yet they still solve very real problems and meet pressing needs within their communities and the world. So, stop feeling “less than” because you aren’t doing work you personally consider dramatic.

I promise, there’s lots of drama to be found!

The key to storytelling is to present the problem – why you exist – in a compelling, emotional manner that draws people in and makes them want to be a part of your drama. You make the “why” somewhat sexy (i.e., stimulating) so it provokes an inspired response.

And so many things can be stimulating in this regard. You intimate a fear “overhead” is not very sexy. That’s like saying a person’s mind isn’t sexy, only their body. The truth is the two cannot be divorced from one another.  “Overhead” is a myth nonprofits persist in colluding with donors to believe is somehow sordid because it’s not a “program.” But, without overhead, there are no programs! Overhead and program are inextricably intertwined. Period.

So, let’s consider the types of stories you might tell.

I don’t know the specifics of your cause, but generally there are two types of stories: before and after. They’re both valid; you’ll just use them at different times.

Unsolved problem story

This is a fundraising story. You’ll use it in an appeal, on your website, in your newsletter or on social media to make the case for support. It’s best to pair this problem with a suggested realistic solution so the donor can envision how their support will resolve the problem.

While it’s relatively easy to craft a story about a hungry child who may die without nourishment… or an abandoned puppy who may die without the solution of a loving adoption… or of a frail, isolated senior who may die without supportive and medical services, it’s not always so easy. But, it’s doable!

For example, here are a few problems that are not necessarily life and death. Yet the solutions offered make a demonstrable difference in people’s lives:

• [Chronic disease] Margaret will suffer tremendous pain from this disease. Funds are needed to provide palliative care.
• [Legal services] People in rural areas don’t have access to services to meet basic needs. Funds are needed to provide attorney staff to bridge the urban/rural legal divide.
• [Arts] People without arts access lack empathy and understanding of how to value things they don’t already know how to value. Funds are needed to provide music to move us… paintings to inspire us… books and films to entertain us.
• [Environment] Overfishing, pollution and climate change will lead to the death of the ocean within our lifetimes. Funds are needed to make our ecosystem more resilient.

The story should be about one person, animal, place or thing. It should be simple enough the donor can immediately wrap their head and heart around it, while simultaneously paced with emotional adjectives and compelling imagery. Begin an appeal with a single emotion-packed sentence that enables people to imagine the situation with which the protagonist of the story is confronted.

You shouldn’t try to tell all your stories at once! You may provide skills and tools to help other agencies harness wisdom, share collective power, and share analysis and insights about systemic trends, challenges, and solutions. But that’s not a story. It’s an organizational mission statement. And people aren’t buying your organization.

People will buy a story of change. To tell such a story, pick one need you address and pair it with one thing you make possible, whether directly or indirectly.

Your best fundraising stories are those where many people perceive the problem and want to solve it. So, think about the root reason for your organization’s existence. What problems do you exist to solve, and which of those do your donors also want to solve?

Solved problem story

This is a gratitude (aka donor retention) strategy. You’ll use it on a thank-you landing page, thank-you email, thank-you letter, newsletter, impact report, gratitude (annual) report, or anyplace else you honor donors and showcase the transformational power of their giving.

You don’t use this kind of story to raise funds, because when the happy ending is already achieved there’s nothing for the donor to do. At the same time, you don’t want to leave donors hanging with the feeling their gift may have gone into a black hole. They need to know they made a real difference.

When donors don’t feel their gift is contributing to progress, they’re unlikely to give again. That’s why you have to tell happy stories as well as sad ones.

Again, with these happy stories it’s important to provide specifics. “You made a difference” is too general. “You provided meals for a week” is something the donor can visualize. It’s likely to make them smile. And, hopefully, to want to do this again.

Donor’s story

Inherent in all your fundraising and gratitude strategies is the story the donor wants to be able to tell about themselves. Focus on who donors want to become.

When you offer the opportunity to give one or more of your stories a happy ending, you make it possible for donors to love themselves when they look in the mirror.

By showing donors how much they matter, you bring them meaning.

Final thoughts

You mention the charities in your statewide network have boots-on-the-ground services. Even though you don’t, you definitely enable them. They couldn’t do this work without your support, so talk about the people they help. And how they’re helped.

If people are helped in a variety of different ways, perhaps even through different organizations within your network, then you have a variety of different stories. Write them down on a white board, and begin to consider which are most compelling. You might even survey your donors to find out which areas are of greatest interest to them; then, use that information to inform future fundraising

You’ve no doubt got many beautiful stories, and ones well worth telling.

— Charity Clairity (Please use a pseudonym if you prefer to be anonymous when you submit your own question, like “Not Saving Lives” did.)

How do you tell a compelling fundraising story when your cause doesn’t have a happy ending? Let us know in the comments. 

The post [ASK AN EXPERT] How To Tell A Compelling Fundraising Story appeared first on Bloomerang.

According to the Nonprofit Tech for Good report, 67% of nonprofits use a CRM to track donations and manage communications. In this guide, we’ll cover what you need to know about nonprofit CRM solutions and the best platforms to consider. Here’s what to expect:

• What is a nonprofit CRM?
• What are the benefits of nonprofit CRMs?
• Top nonprofit CRM solutions available
• Essential nonprofit CRM features
• Steps to find and implement the right nonprofit CRM for your needs

Your nonprofit’s CRM is an essential tool for scaling up your fundraising and donor engagement efforts, so your team should be experts in knowing what type of platform to look for.

Wrapping up

Nonprofit CRM software is the backbone of effective nonprofit strategies. It’s where you collect, organize, and store important information that will power your fundraising initiatives. Choosing the right software is, therefore, an incredibly important decision to make.

To dive deeper into the topic, check out these additional resources:

• Buying Fundraising Software: 6 Important Factors to Consider. Purchasing new nonprofit software is a decision that requires thoughtful planning. Use this buyer’s guide to help make your choice.
• Donor Database: The Buyer’s Ultimate Guide For 2023. A robust donor database is a core component of your nonprofit CRM. Learn more about how to find a CRM with a powerful donor database in this guide.
• 7 Best Practices for Effective Donor Management. The right nonprofit CRM will help improve your donor management approach. Explore more donor management tips with this resource.
• The Fundraiser’s Guide to Buying Software. Online fundraising tools can make a world of difference when it comes to your nonprofit’s success, but how do you know which features you need to be successful? This guide will help make your journey easier!

The post Nonprofit CRM Software: Explore 20+ Solutions for 2024 appeared first on Bloomerang.

Step 1: Engage your board members by making it fun

If you currently follow “Robert’s Rules of Order” and feel your board meetings are just that— bored meetings—toss it out! No rule anywhere says you have to run your board meetings with stuffy parliamentary procedural pomp. For the record, Robert’s Rules of Order was written in 1876!

To put some pizzazz into your board meetings, here are 14 killer ways to engage your board members from Carol Weisman, President of Board Builders.com and author of Fundraising Superheroes:

1. Start your board meetings by sharing celebrations of what’s going well in your member’s personal, professional, or volunteer lives.
2. Use Photoshop to put your board members’ photos on a Wheaties box for your next annual meeting or board retreat. If you have a member with poor attendance and a really, really fabulous sense of humor, put their photo on a milk carton.
3. Instead of the traditional gavel, give a new board chair a conductor’s baton, magic wand, or magic lamp.
4. Before talking about fundraising, give every board member a 100 Grand or PayDay candy bar.
5. Get a funny award from a pawn shop—like an old bowling trophy—and pass it on to the board member who asks the best question.
6. Give a creative toy to celebrate outstanding service, like a stuffed roadrunner or the Energizer Bunny.
7. On your board roster, list hobbies that may provide an opportunity for other members to connect.
8. Give a “Life Saver Award” to the board member who jumps in to help at the last minute.
9. For your shining stars, present a certificate for one month of shoe-shines or a piece of jewelry with stars.
10. Provide a designated parking space for new board members or board members who’ve taken on extra responsibilities.
11. Buy and present the board member who’s always putting out fires a real firefighter’s hat. Present several different hats to the board member who wears many hats.
12. Create a “bright idea” award for the board members with the most innovative idea they’ve implemented.
13. Buy a toy sheriff’s badge for the development committee and deputize them as fundraisers.
14. Create a “Member of the Moment” award for behind-the-scenes leaders

Have you ever left a meeting and thought, “Jeez, that could have just been an email!” You shouldn’t feel like that after a board meeting. If your meetings are the same-old drone reading of reports by committee chairs, it’s time to change it up!

Here are five ways to kick up the fun factor on your board meetings:

1. Split into small groups to brainstorm/present.
2. Start with a fun icebreaker or thank-a-thon.
3. Invite a client, staff member, or board member to share a client story or testimonial.
4. Serve food.
5. Bring in guest speakers.

Step 2: Make it easy

If your board members aren’t engaged in fundraising, it may be because they don’t:

• Have any fundraising training, experience, or knowledge.
• Fully understand your revenue sources or how critical fundraising is to your organization’s financial health.
• Know what to say to a donor.

If that describes your board, take a step back to help them understand your revenue sources. Give them fundraising training at each board meeting and include it in your annual board retreat. Kick off each board meeting with goosebump stories about your mission and clients. Pick powerful stories they can’t wait to share with their friends and networks!

Another great way to make it easy for them is to ask them to invite you to be their guest at any professional or networking event or group. If you both wear your organization name tags, it sparks lots of conversations about board service and your mission and programs.

Step 3: Make it heartfelt and memorable

At the start of your next board meeting, invite your members to write down why they agreed to join the board and then share it. Why? That’s the elevator statement they can share with others.  

Another fun way to deepen board relationships and identify and recruit prospective board members is to host a Jeffersonian Dinner.

Jeffersonian dinners elevate the typical dinner experience into an unforgettable night of deep, meaningful connection. As Jeff Walker, who delivered a popular TED talk on the subject of Jeffersonian Dinners, explains, a small group discusses and explores a theme together, tapping into the wisdom of the room with ‘one mind’ conversation. Participants sit at one table and—unlike the typical dinner party—guests are encouraged not to engage in one-on-one conversations with their partners on either side. Instead, all conversation is directed to the entire group, as Thomas Jefferson, himself, ordained.

These discussions can result in deeper human connection, as attendees often share vulnerabilities and personal stories. When you help people create memories with one another, they’re more likely to help each other as colleagues and friends. The result is connections formed that last well beyond the shared meal and a conversation that lives on.

If planning and hosting a Jeffersonian Dinner is out of reach, here are 10 quick tips to motivate board members from The New Breed: Understanding and Equipping the 21st Century Volunteer:

1. Tap into their motivational drives

Get to know what makes each board member tick. Spend time learning about their passions, interests, and career goals. When you align their roles with what excites them, magic happens. For example, if someone loves community outreach, let them shine in public relations and engagement. When their work feels personal and meaningful, they’ll be more committed and energized.

2. Give them regular feedback

Feedback is the breakfast of champions! Schedule regular check-ins to discuss their contributions, celebrate successes, and provide constructive insights. This isn’t just about keeping them on track; it’s about making them feel valued and supported. When board members know you’re paying attention and care about their growth, their motivation soars.

3. Give rewards and recognition

Everyone loves a pat on the back. Implement a recognition program that celebrates your board members’ hard work. Think awards, certificates, or even small tokens of appreciation. Publicly acknowledge their achievements during meetings or in newsletters. Recognition not only motivates the individual but sets a positive, encouraging tone for the whole team.

4. Offer special privileges or incentives

Special perks can make board members feel extra valued. Offer them exclusive access to events, leadership development opportunities, or networking sessions with industry influencers. These incentives are powerful motivators, showing that their dedication is not just noticed but rewarded in meaningful ways.

5. Provide training

Investing in your board members’ professional development is a win-win. Offer workshops, seminars, and courses that enhance their skills and knowledge. This shows your commitment to their personal growth and equips them with the tools they need to make an even more significant impact. When they grow, so does your organization.

6. Give public affirmations

Shout it from the rooftops! During board meetings, publicly commend members for their contributions and achievements. Highlight specific actions and their impact on the organization. Public recognition boosts confidence, creates a culture of appreciation, and motivates everyone to strive for excellence.

7. Have fun with them

All work and no play? No way! Organize team-building activities, social events, and informal gatherings where board members can relax and bond. These fun moments build camaraderie, reduce stress, and make the board experience more enjoyable and fulfilling. A team that plays together stays together.

8. Thank their support network

Send a thank-you note or token gift to the folks who support your board members. Recognizing the people who cheer them on shows your appreciation and gratitude. This simple gesture fosters loyalty and commitment to your organization, making everyone feel valued and included.

9. Positive gossip (yes, brag to peers)

Spread the good word! Share positive stories and accomplishments about board members with their peers. Mention their contributions in conversations with other leaders or during public events. This positive gossip not only boosts morale but also builds credibility and influence within and beyond the organization.

10. Make yourself available

Accessibility is key. Make sure your board members know they can reach out to you at any time with questions, concerns, or ideas. Respond quickly and provide the support they need. Your availability shows you value their time and input and are committed to their success, fostering trust and partnership.

By implementing these strategies, you’ll engage your board members and ignite their influence, leading to a more dynamic and effective governance team. Remember, a motivated board is a powerful force for good!

Do you have a favorite way to engage your board members? Drop it in the comments below!  

The post Strategies For Nonprofit Empowerment appeared first on Bloomerang.

Dear Charity Clairity,

We are a small nonprofit. We usually have a few events annually bringing in added revenue. This year is our 60th year in our community. A 60th Anniversary Celebration is scheduled, and the sponsorship giving levels are higher than we normally ask for. Many choices of levels and an option to place an ad.  My question is, I have heard from a few agencies I connected with and they say they are going to sponsor. I would like to ask what level they are considering – but I don’t want to seem too pushy. My CEO will want information, that I do not have. Any suggestions?

— Fear to Tread

Dear Fear to Tread,

As Franklin D. Roosevelt famously said in his inaugural address, “the only thing we have to fear is fear itself.”

Don’t be afraid about seeming ‘pushy”

By even using this word, you’re putting a negative spin on what should be seen as an opportunity for these sponsors. It’s something you would love for them to be able to take advantage of – not something you’re trying to browbeat them into. It’s not just good for you; it’s good for them too.

When you come from a place of fear in fundraising, you’re going to be dead on arrival.

Which is why I so often talk about my philosophy of philanthropy, not fundraising. The former connotes “love (philos) of humanity (anthropy)” while the latter focuses on money – something most people don’t like to talk about in polite company. It’s also why I so often work with organizations and boards to help them overcome fundraising fear.

Shifting your approach will go a long way towards shifting your results in a positive direction

As one of my mentors, and founder of The Fundraising School, Hank Rosso, taught me: “Fundraising is the gentle art of teaching the joy of giving.” When you approach your work from the perspective of giving, not taking, you’ll bring both yourself and your supporters greater comfort and joy.

How might you approach a conversation with potential sponsors in a manner that focuses on joy?

Begin by retiring the “tin cup” approach that feels like begging. Stop with the “let’s twist their arm” or “let’s hit them up” or “get them to give ‘til it hurts’” approaches that feel not just coercive, but even violent. Replace them with an uplifting, joyful approach that actually makes people feel good about the opportunity with which you’re presenting them. After all, we know from MRI research that even simply considering making a gift brings people a jolt of feel-good dopamine – what’s been called the “warm glow” effect.

If someone tells me they’re considering a sponsorship gift, I would immediately respond with something like this:

“That’s so wonderful!!!!  Do you have an idea what level makes the most sense to you? I’d love to chat about the benefits available with the different opportunities we have so we can save a spot that will give you the biggest bang for your buck!”  

Play up the scarcity factor a bit

One of the principles of influence we’ve learned from research in psychology, neuroscience and behavioral economics is people have a fear of missing out (FOMO). So, let them know you only have X spots available for some of the top tiers. Think about what you can offer at various levels that will entice them. Here are some ideas:

• Swag in favor bags
• Name and logo included in advertising
• Name included in program
• In-person signage or digital banners for particular area of underwriting (e.g., reception, bar, entertainment, special stages, dinner, dessert, video program, livestreams, auction, raffle, etc.)
• Speaking opportunity at event
• Speaking opportunity at public relations or media event preceding the celebration.
• Extra tickets
• VIP reception

You can also create custom packages

Ask your prospects what would make sponsorship more valuable to them, and if certain perks aren’t quite cutting it, replace them with something that makes sponsors excited. Maybe it’s a one-time volunteer opportunity for their staff. Or maybe it’s an in-kind educational program you can deliver for them.

Once you have a few sponsors in place, use them as “social proof” leverage to attract other sponsors

Another principle of influence is that people want to be included among their peers. If you can say “XYZ Bank is giving at this level” or “Generally, people with budgets your size select the X Tier” that will help sponsors to select an appropriate amount. No one wants to feel cheap. At they same time, no one wants to be a chump.  Help them find a giving range they’ll feel good about!

Quantify your value in a donor-centered way

The fact this is your anniversary does not matter to sponsors – or to most any donors. What matters to supporters is impact – what they can accomplish, through you. So, the fact this is your 60th does not justify raising your prices. What does? It’s the fact you have a plan in place to reach more people. Plus, the fact that the people you reach are likely to match the demographic the sponsor wants to reach.

The more people you’ll reach within the sponsor’s target market, the more valuable sponsorship is to them. How will you reach more at this event than at past events? Will you have:

• More attendees?
• More outreach to particular demographics (that may match sponsor demographics)?
• More social media outreach?
• More advertising?
• More partnerships with other organizations who will also carry your marketing messages?
• More visibility via media (e.g., television; radio; print publications; digital publications) and public relations events?

It’s always a good idea to take a look at sponsor packages from similar organizations

Overcharging will scare away sponsors, and undercharging will lose you opportunities and undersell your value. Check out the sponsors who choose to support other nonprofits in your area – paying attention to their levels of support – and reach out to them first. You know they’re philanthropic. And you know they see the value of being perceived as good corporate citizens.

Nothing to fear here!

— Charity Clairity (Please use a pseudonym if you prefer to be anonymous when you submit your own question, like “Fear to Tread” did.)

How do you approach sponsorship giving levels? Let us know in the comments. 

The post [ASK AN EXPERT] How To Best Approach Sponsors Around Different Giving Levels appeared first on Bloomerang.

Monthly donation appeal prompt

“As a nonprofit development officer, generate a compelling email to our donors requesting their continued support through monthly donations. Start with a warm greeting, reference their previous support, outline how their monthly donations help achieve specific goals (like funding a new project or maintaining a program), suggest a specific donation amount, and emphasize how their ongoing support is crucial for our mission’s success.”

Why this prompt is effective:

• Provides a personal touch: Using a warm greeting and mentioning previous support personalizes the email.
• Delivers a clear impact: Explaining how monthly donations will be used provides a concrete reason for giving.
• Makes a specific request: Suggesting a specific donation amount guides donors on how much to contribute.

Event follow-up thank you prompt

“As an event coordinator, craft a thank-you email for attendees of our recent event. Begin with a heartfelt thank you for their presence, highlight a key achievement or outcome from the event (like funds raised or goals met), and extend an invitation for them to engage further with upcoming events or initiatives.”

Why this prompt is effective:

• Shows immediate gratitude: Expressing thanks right after the event reinforces positive feelings.
• Highlights achievement: Sharing the event’s success shows attendees their contribution was valuable.
• Encourages future engagement: Inviting them to future events keeps them involved with your organization.

Thank you for volunteering prompt

“As a volunteer manager, write a thank-you email to volunteers who recently dedicated their time. Begin with a personalized thank you, describe the specific impact of their volunteer work (like how many people they helped or the difference they made), and acknowledge their essential role in supporting your organization’s mission.”

Why this prompt is effective:

• Provides personalized appreciation: Directly addressing volunteers and their contributions makes the message feel sincere.
• Highlights the impact: Detailing how their work made a difference reinforces their value.
• Acknowledges the role: Recognizing their essential role encourages continued support and involvement.

Welcome message with soft ask prompt

“As a communications specialist, draft a welcome email for new subscribers. Start with a warm and enthusiastic greeting, introduce your organization’s mission and goals, briefly mention the ways their support can make a difference, and gently suggest a small monthly donation to help further these efforts.”

Why this prompt is effective:

• Provides a warm welcome: Sets a positive tone and makes new subscribers feel valued.
• Introduces the mission: Helps new subscribers understand your organization’s purpose and goals.
• Makes a gentle donation request: Encourages giving without being too assertive, easing new subscribers into contributing.

Donation thank you prompt

“As a donor relations coordinator, compose a thank-you email for a recent donation. Begin with heartfelt thanks, detail the specific way(s) their donation will benefit the organization (like, funding a new program or project), and include a note about the donation being tax-deductible to provide additional value.”

Why this prompt is effective:

• Expresses heartfelt gratitude: Shows sincere appreciation, strengthening the donor relationship.
• Provides usage details: Explains how their donation will be used, enhancing transparency.
• Includes tax information: Provides useful information about tax benefits, adding extra value for the donor.

Acknowledgment prompt

“As a fundraising manager, generate a heartfelt acknowledgment letter to a donor. Thank them for their contribution, describe the specific impact it will have (like providing winter coats to families in need), mention that the donation is tax-deductible, and invite them to subscribe to the quarterly newsletter for updates on the impact of their support.”

Why this prompt is effective:

• Conveys a heartfelt tone: A sincere and engaging tone makes the donor feel appreciated.
• Highlights the impact: Provides a clear picture of how their donation will help, reinforcing their positive impact.
• Extends an additional invitation: Encourages further engagement through the newsletter, keeping them connected to your organization.

Email newsletter prompt

“As a content creator, write a paragraph for our monthly newsletter that highlights the success of our recent coat drive. Include specific details like the number of families served, the difference made, and the gratitude of those helped. Encourage readers to stay informed and involved with future initiatives and updates.”

Why this prompt is effective:

• Highlights success: Emphasizes positive outcomes, building emotional connections with readers.
• Offers specific details: Provides concrete information about the impact of their support, reinforcing the value of their involvement.
• Encourages engagement: Promotes continued engagement and updates, keeping the audience connected to your mission.

Appeal Prompt

“As a major gifts officer, craft an appeal email targeted at wealthy donors who have not contributed in the past year. Graciously remind them of their previous support, explain the current needs and why their contribution is crucial now, and encourage them to set up a monthly automatic donation for sustained support.”

Why this prompt is effective:

• Offers a polite reminder: Acknowledges past support while making a case for current needs.
• Explains the current need: Provides context for why their contribution is needed now, making the request more relevant.
• Encourages recurring donations: Suggests a recurring donation, providing an easy way for donors to support ongoing efforts.

Tips to refine your content

• Reinforce your mission: Tell AI to mention your mission to keep your content aligned with your organization’s goals and strengthen your nonprofit’s identity.
• Regenerate for fresh results: Don’t like the result? Click the REGENERATE button to get a new version with a different approach or perspective.
• Adjust length easily: If the content is too long or too short, simply ask AI to “make it 3 paragraphs” or “condense to 3 sentences” to fit your preferred length.
• Fine-tune tone: Specify your desired tone by instructing AI to “make it more formal,” “add a friendly tone,” or “be more professional” to better align with your organization’s voice.
• Enhance clarity: For more precise communication, ask AI to “simplify the language” or “clarify the key points” to ensure your audience understands your message.
• Focus on specifics: Direct AI to “add examples” or “include relevant statistics” to provide more depth and context, making your content more engaging and informative.

While the Bloomerang AI content assistant is an incredible time-saver for writing email copy, nothing can replace your personal touch and the unique voice of your organization. As you harness these tools, remember to infuse your content with the distinctive elements that make your story resonate deeply with your donors.

For more information about using our AI content assistant, check out our knowledgebase articles:

• Use the AI Content Assistant
• Write Effective Prompts in the AI Content Assistant

We’d love to hear about your experiences! Share your favorite prompts with us in the comments below!

The post Save Time With AI Content Assistant Prompts You Can Try Now appeared first on Bloomerang.