Starting Over #4: Understanding Donor Identity

July 6, 2016      Roger Craver

In his post, Is There A ‘Donor Journey’? Tom raises a key question and some of our most thoughtful readers answered, in essence, course there is, BUT … in the case of many organizations that journey is mighty flawed.

And the reason most donor journeys, donor experiences, ‘touches’ or whatever you want to call them are so flawed is because most fundraisers — no matter how great and good their intention to please the donor – have not the slightest idea why a donor chose to give to their organization in first place. Nor do they have the slightest inkling of the donor’s ongoing feelings.

Why? Because few of us ever bother to actually find out. To ask the donor.

Instead, we conjure up donor experiences and journeys by falling back on ‘best practices’, the shared wisdom of the tribe, or the latest advice picked up at the latest conference.

Lisa Sargent, in commenting on Tom’s post sums it up nicely:

“A huge problem I see with nonprofit communications (every channel) is that no one mentally walks through these ‘donor journeys’ before sitting down to create: so when the donor actually starts across the chasm from potential giver to repeat giver, or from casual giver to bequest (the ultimate destination), etc., they’re forced to leap over broken boards in the communications bridge — and daunted, some turn back. Our job is to make the path beautiful, clear, and easy to follow, with the full understanding that at any time, they can choose to take a better-maintained one.”

restartHowever, in reality there’s an EVEN BIGGER PROBLEM. It’s not just that “no one mentally walks though these donor journeys before sitting down to create”, it’s that almost no one has the slightest inkling of what that donor’s identity is and how she’s feeling about your organization.

In short, it’s difficult to create a journey if you don’t know anything about the traveler.

And so we push out communication after communication in as many channels as possible with little positive effect on retention or lifetime value.

And that’s why ‘donor identity’ is so important. Each of us has multiple identities. And our identity for one sector of our life is quite different than our identity in other sectors — like giving.

For example, I consider myself a parent, a Patriots fan and a kayak enthusiast. Each of these identities is totally irrelevant to what drives my charitable giving.

Of the dozens of charitable gifts I make each year, I have yet to have a nonprofit recipient call, mail or email me asking any of the following questions:

  • Why did you give?
  • Was our donation process easy?
  • Did the way we thanked you make you feel valued?

Yet, I’ll bet you 10-1 that each and every one of those nonprofits consider themselves ‘donor-centric’.

But how in the world could they be? What personal identity are they trying to reinforce with the ‘donor journey’ and experiences they provide? Are they performing the job for which I ‘hired’ them?

The fact is that if a nonprofit can’t answer those questions it’s really not donor-centric/donor-focused/donor-centered.

By way of specific example, I’m bordering on Type 2 diabetes. And the reason I support a diabetes research charity is because of that. But, I’ve never been asked, and the donor experiences I’m exposed to aren’t focused on research or prevention affecting folks in my situation.

Same holds true for the other health charities. I’m sure there are donors who are also direct beneficiaries of these charities because they either have the disease/ailment/handicap the charity is fighting; or they are caregivers to people with the disease.

These are two relevant identities. But, I’ve never come across a single health charity that offers a different donor journey for those with a direct connection versus an indirect connection to the organization.

Same with conservation, environmental, human rights, or any other group.

What is required to successfully meet the future is a sea change in our approach to donors. An approach that gives top priority to understanding the donor identity and why they give.

This is an approach that most fundraisers will dismiss out of hand as ‘too difficult’, ‘too expensive’, ‘too time consuming’.

Successfully matching the donor’s identity and her associated needs and preferences is what donor-centricity is all about.

Meet the donor’s needs and she will meet yours. It’s as simple — and difficult — as that.

So, think about starting over, or at least running a pilot as follows: rather than the ubiquitous thank you, welcome or other onboarding process that so often unintentionally signals internal teams to dump everything on the donor in the name of ‘welcoming’, shift to ‘getting to know you’ — as the guiding principle for the initial steps in the donor journey.

You won’t be alone. Others have done or are doing it. See Pam Grow’s  Could you borrow the smartest thing I ever did? for a simple, workable example of how to get started. Or Jackie Fowler’s case study of Botton Village and the power of determining donor preferences at The donor’s choice: an early fundraising preference service that’s worked brilliantly since 1986.

And for a treasure trove of questions, approaches, conversation starters you can put to work immediately to determine donor identities and interests, check out Chapter 17 of Keep Your Donors, a remarkable guide to stronger donor relationships by Simone Joyaux and Tom Ahern.

Identity matters. As Kevin Schulman over at DonorVoice puts it: “Don’t make the mistake of thinking some random group of attitudinal or behavioral clusters is identity that translates into donor motivation, needs and preferences. How you treat donors and what you do — beyond copy tweaks — is the difference between delivering a great donor experience and a crappy one.”

What are you doing to determine donor identity?

Roger

 

 

6 responses to “Starting Over #4: Understanding Donor Identity”

  1. At SolarAid we stripped back out on line hunching to make it quick (something we felt donors valued) apart from one optional addition – we asked can you tell us Why you gave?

    Not only did we get the most wonderful reasons, emotional and rational, we gained some fabulous insights too.

    For example we started seeing a trend of donors telling us they were deliberately giving to SolarAid to offset their carbon as a result of air travel (a solar light displaces a kerosene lamp which emits a tonne of CO2 over three year usage). As a result we changed our SEO to attract people thinking of making a gift to offset their carbon.

    As well as gaining insights like this I think it adds to the donor experience by making them reflect why they give. Each week I would send round the pick of the best comments from donors to trustees and staff.

    Such a simple thing to do. Don’t know why everyone doesn’t do it ?

  2. Whoops my words got replaced there ! Meant to start by saying :

    At SolarAid we stripped back out on line giving to make it quick

  3. Lisa Sargent says:

    Ditto Richard: whenever clients are game for it we help them do an annual survey. The reasons donors give are beautiful… in memory of someone who’s passed, to help humankind, to help those less fortunate, to ease guilt, out of gratitude for all they’ve been given, because of the organization’s practical hands-on approach, etc. [looking right now at actual survey results]

    We also ask if they’re comfortable with it, that they check an age range box. Overwhelming number are 50+, biggest number 70+. Many 80+.

    And Roger… can we not just assume that everyone is a Pats fan?! 🙂

  4. Great post, Roger. In addition to survey questions, it’s important to provide a comments section (or box) so donors can share any issues they wish. I got this tip from the brilliant Adrian Sargeant and it has served me well.

    Comments shared by donors could be the most valuable feedback you receive. However, you must be prepared to respond to comments shared in in a timely manner, so your donor feels listened to and valued. If you do (respond to their comments) in a thoughtful and meaningful way, you are much more likely to have devoted donors for life, even if they expressed a serious concern in the first place.

  5. Pamela Grow says:

    Another timely and thought-provoking post, Roger – thank you. And thanks for sharing my post. I often reflect that it was my sales and marketing background that led to such outstanding fundraising results right out of the gate. In the year 2000, understanding donor’s motivations would not have been included in any fundraising class.

    Almost every one of our courses here at Basics & More lead with exercises on understanding your donor – and WHY they give. I love Richard Turner’s simple, but ingenious, addition to their online fundraising process. Another easy implementation tip is to make a habit of making thank you calls every day, and always asking new donors what prompted their gift.

  6. Richard, I love that simple question!

    At a former organization, I borrowed from a piece Jonathon Grapsas wrote about surveys and created one. This wasn’t going to give me any statistically important info and never was intended to. But oh, the great responses! And the information to tuck away on every donor who responded. And the surprise and happiness from donors that someone actually wanted to know what they thought.