I Hate The Way We Fail New Fundraisers

June 28, 2018      Roger Craver

Whenever I’m at a loss to describe a problem I turn to the dog-eared volumes in my fundraising library for help.

Currently– like many others– I’m wrestling with the issues of turnover and the levels of skill in our trade. More and more nonprofits (47% more in the past decade) are in need of “fundraisers”. But fewer and fewer trained or experienced fundraisers are available. And a far-too-rapid exit from the field affects nearly half of those with even a modicum of experience.

Here’s how my dog-eared copy of A.A. Milne’s Winnie-the-Pooh describes the situation we face:

“There are some people who begin the Zoo at the beginning, called WAYIN, and walk as quickly as they can past every cage until they get to the one called WAYOUT, but the nicest people go straight to the animal they love the most, and stay there.”

The Agitator and many of its readers have frequently dealt with this subject, assigning fault to an entire menagerie of the blame-worthy.   Terrible CEOs ( here and here).  Lousy boards ( here and here) and a general malaise as documented in some memorable studies ( here and here)

Enter the wisdom of The Pooh.   I wondered:   could it be this trade of ours is just plain lousy at dealing with folks who’ve just come through the WAYIN door of our zoo?  Do they “walk quickly past every cage” without knowing or appreciating what they’re seeing.   Do we leave it to chance, not demanding—or even offering– enough up-front training, orientation and mentoring?

After all, virtually every trade has some apprenticeship or training requirement–from bricklayers to security guards at shopping malls to welders.  Not us. “Yesterday I couldn’t even spell ‘fundraiser’ but today I am one.”

Sure, there are lots of great blogs, webinars, newsletters, conference programs and formal academic courses thanks to the work of many, many of the folks who are right now reading this. For all you do I’m more than grateful.

BUT…. in this super mall of technical, tactical and philosophic know-how how does the newcomer get started?  How does she/he  choose when time and budgets are limited?

Of course, there is no ready answer. , We all owe it to each other to work together to come up with flexible, quality solutions. (If I had my way everyone would serve a three-year apprenticeship with an experienced fundraiser before being turned loose on a nonprofit.  But these days that’s not practical.)

That’s why I was delighted when Ken Burnett’s post landed in my in-box. It’s titled:

Where do I start?  My first three weeks as a fundraiser and how I might have made more of them.

I urge you to read the  entire post,  and then put your thinking/suggestions cap on.

Ken notes that with today’s collection of knowledge and technology we could make the first weeks/months of a new “fundraiser” so much more rewarding, more productive.

If I could have my first few weeks again (one day, when pigs fly) for sure I’d do things differently. If I were in charge of new recruits and some good fairy gave me enough wishes I’d make it my business to give them all a stunning first few weeks to remember

“I’d knock their socks off, make them sit up, dispel their misconceptions and open their eyes to endless possibilities. I’d fill their heads with all the good stuff they need to know, that’ll serve them superbly in the coming decades. Because their purpose is nothing less than to change the world. To have any chance of even denting that difficult task, they need the very best start possible. So…

  • I’d summarize the indispensable basics in a digestible form.
    • I’d introduce them to some of the great figures and lessons of history.
    • I’d set them up with some of fundraising’s best books.
    • I’d immerse them in fundraising’s great writers, the power and potential of storytelling and wisely-chosen words.
    • I’d frame the culture and ethos that they need to engage and inspire donors.
    • I’d share profound sayings that’ll shape their fundraising day by day.
    • I’d spread before them the world’s biggest, best collection of fundraising case histories across the 20+ main areas of our profession.”

Of course, the “world’s biggest, best collection” not only of case histories but a lot of other incomparable goodies can be found at the  Showcase of Fundraising Innovation and Inspiration (SOFII).  And Ken is suggesting – quite correctly in my opinion—that we all rally to help create a ‘My First Three Weeks as a Fundraiser’ program at SOFII.  Ken’s vision involves the creation of “a detailed plan for new fundraiser induction that all can share, designed by fundraisers for fundraisers to make the crucial early stages of starting out as appropriate, painless and as productive as possible.”

As a a starter for your thinking/suggesting cap are the major topics/sections that already exist on SOFII.  It is from these—and additions to these—that the “FIRST THREE WEEKS” materials could be drawn.

Here is Ken’s verbatim whistle-stop description highlighting the contents and links of the SOFII treasure trove:

Find your short-cuts, via fundraising’s great books 

See The Great Fundraiser’s Bookshelf and The (almost) Complete Fundraiser’s Reading List. These classic works are selected for fundraisers by fundraisers as the books that were most valuable to them, in their careers. If any new fundraiser wants to see further and more clearly than his or her peers, get them to stand on a pile of great books. [Agitator note:  The tireless Lisa Sargeant is compiling this list. Check it out and send her your suggestions at SOFII  ]

The difference between a good fundraiser and a great fundraiser is a great fundraiser simply knows more.’ David Ogilvy (paraphrased)

From a mountain of inspirational gems, assemble your ‘guiding moments of truth’

‘The market for something to believe in…
…is infinite.’

‘Value begins with emotion. The money comes later.’  Hugh MacLeod, The Gaping Void

Over the years I’ve [Ken] collected hundreds of such soundbites from dozens of inspirational writers. They consistently serve me well (sure, I know I’m lucky. And the harder I work, the luckier I get). The secret to success is to connect these strands of wisdom to what you observe. Here’s a mantra of my own.

‘We have to move from persistent asking to consistent inspiration. And storytelling is brilliant for doing that.’  Ken Burnett, from Advancing Philanthropy, 2016

A new feature coming soon on SOFII is called A Seminar in a Single Slidea collection of the best of inspirational fundraising wisdom. While we work on that, have a look at these.

Meet and spend time with some really smart people

First impressions count. At least, the new recruit should make sure they do. In your first week if not your first day you’ll meet the bosses, of course – CEO, FD, FRD, HR or their representatives. Hopefully, they’re smart and they will guide you. But you should also meet the heroes – sung and unsung – in your organisation. Find who’s famous for how they deal with donors and who can let you listen to the voices of donors and beneficiaries.

There are others you must meet, too, at least virtually.

Plus hundreds of instructive, effective campaigns you can study at leisure

First, spend some time with the best of the best. Choose your top 10 all-time great campaigns, then tell your boss why. There are 600+ case histories on SOFII, the biggest, best collection of fundraising case histories in the world. The oldest is here. And is this, the Botton Village story, the best fundraising case history of all time? Or is it this, meet Nana Murphy?

Judge for yourself. Then, check out these priceless swipe files going back more than 3,000 years 

SOFII stars is a special feature designed to help you quickly discover fundraising’s best treasures. They’re grouped by subject, so you can easily find what you need.

Fine writing and free guidance to help you master the issues that matter.

Agitator Readers Please Lend A Hand and Your Brain.

Wow!   I don’t know about you, but I’m convinced that what exists at SOFII  represents an amazing start at creating—“curating” is more accurate—a first-rate orientation resource for new fundraisers and an inspiring refresher for us older dogs.

I urge you to contact SOFII to find how you can help make this happen.

Roger

P.S.  You don’t have to be a newcomer to discover the treasures of SOFII.  Treat yourself.  Dig in.

 

 

 

 

 

11 responses to “I Hate The Way We Fail New Fundraisers”

  1. Pamela Grow says:

    Thank you for this, Roger. I actually remember the day I first heard about SOFII, soon after its creation, when a fundraising friend passed it along to me. Entering the site felt like I was coming home.

    “Piglet noticed that even though he had a Very Small Heart, it could hold a rather large amount of Gratitude.”
    ― A.A. Milne, Winnie-the-Pooh

    Thank you, Ken. And all the wonderful people and exhibits that make up SOFII.

  2. Tom Ahern says:

    Oh, Roger. Be still, my heart. Just when I think I’ve glimpsed your peak, you rise so much higher. Keep climbing.

  3. Robin Cabral says:

    Hello Roger,

    Just a little note as I feel so passionately about setting up folks for success in the fundraising profession, I have created a webinar to that effect. While it covers some of the things that you are referring to but not all, it is a start as well. We need to give back and foster others.

    I didn’t want to add it as a comment as I did not want to self-promote…but, here you have it! There is a second version on this webinar in production now, titled, “How to Advance in Your Fundraising Career.” Sounds more like a 25-year memoir.

    Unfortunately, my model is interim development, so I am most times called to fill in during these transitions, vacancies, and lack of finding qualified candidates.

    https://www.charityhowto.com/nonprofit-webinar/how-to-be-majorly-successful-in-the-first-90-days-of-your-new-fundraising-position?list=custom+search

  4. Tom Ahern says:

    PART TWO

    Challenge accepted.

    I’ve been offering a workshop now for a couple of years called Everything I Know in 60 Slides. (Yes, there’s cheating: sometimes I know more than 60, sometimes less.) It’s an interesting framework. Constraints promote choices and prioritizing. “If I only had 10 guidelines to follow, which 10 would it be?” It’s become one of my most popular offerings.

    So, who’s with me? “My 10 top guidelines” by Gayle Gifford. Who else? Feel free to cheat, of course: top 9, top 13.

    A bit of autobiography: when I “went independent” (a.k.a., got fired), I spent 6 months doing nothing but reading (good severance package). I never wanted to work in an organization again, so I upgraded my skills enough to become a competent freelance copywriter and eventually a consultant and then authored a half-dozen books on donor comms, compiling what I’d learned from others.

    One of the many authorities I met early on gave me this juicy bit of advice: “If you read an hour a day in your field, you will be some kind of expert within a year. If you do that for three years straight, you’ll become a national expert.”

    Truer words were never spoken. I still, almost 30 years later, read at least an hour a day in my field. I would never call myself an “expert.” I’ve met REAL experts, like Roger C. and Ken B. and Sean T. and Jen S. and Adrian S. and Lisa S. and Denisa C. and Harvey M. and Jen L. and John L. and Tammy Z. and John H. and my very own Simone J. and and and and and AND (the full list runs into the hundreds; I love you all) …

    … and I couldn’t brush the suede on their blue shoes. But I don’t make too many dumb mistakes, either. Thank you, “read an hour a day” advice.

  5. Tom Ahern says:

    …and Jeff B. and Steven S. and {your name here} and {your name here} and {your name here}…

  6. As a person who helps prepare the next generation of fundraising leaders this topic is near and dear to my heart. You offer an excellent combination of focus on the role, fundraising, and becoming engaged within the larger organization (crucial for success). It’s why our courses focus on both fundraising and leadership, we all work in a context.

    I could not agree more with Tom’s advice to read, read, read.

    And here is another resource that might be added to the list, an events calendar, the content of which will be the result of all of us contributing to it (FYI I have not personal or professional stake in this calendar)

    https://www.donorresearch.com/event-calendar/

    As well the following might prove instructive:

    Perfecting the First 180 Days: Major Gift Onboarding Toolkit by EAB https://www.eab.com/research-and-insights/advancement-forum/tools/2016/tailored-onboarding-toolkit

  7. Tom Ahern says:

    My Top Eleven and Three-Quarters Bits of Advice for Winning at Donor Communications

    1. Why Eleven and Three-Quarters? Be a little less predictable. “10 Top Tips” is Predictable. “11 Top Tips” is a little less predictable, but still pretty obvious. I ripped this idea off, as most of you immediately recognized, from Harry Potter’s Track Nine and Three-Quarters at King’s Cross Station. Steal well. And often. But don’t steal from failures. Which means you’ll have to learn enough to tell the difference. Plopping a “Letter from the Desk of the ED” on the front cover of every issue of your donor newsletter is common … but typically a waste of your supporters’ ridiculously valuable and scarce attention spans. Just because “they” do it doesn’t mean you should, too.

    2. Google “sales lead funnel.” When I did that a few minutes ago, Google returned more than 9 million results. Look at some of the images returned. Read an article or three. The funnel gets you thinking about target audiences. It gets you thinking about offers. Do not pass “GO” until you understand the sales lead funnel. This is a standard model for how selling works. And at some practical level, fundraising is “just” a type of sales. The sales lead funnel also reveals why direct mail hasn’t died yet. The funnel also reveals why you need a donor acquisition program.

    3. Google “AIDA.” Not the opera, the marketing term: the acronym stands for Attention, Interest, Desire, Action. As the Wikipedia article says, “(AIDA describes) the steps or stages that occur from the time when a consumer first becomes aware of a product or brand through to when the consumer trials a product or makes a purchase decision.” Why do you care? Because donors are consumers. Consumers of hope, maybe. Donors are fundraising’s customers. And once you understand AIDA, you’ll never again wonder what to say first, second, third, fourth. Without an understanding of AIDA, you may launch your case for support with something like: “Our organization was founded in 1897 under a chestnut tree when a group of foresightful folk envisioned….” Snore. Lesson #1 of AIDA: Don’t start with the boring bits.

    [to be continued…. still writing]

  8. Sarah Martin says:

    This brought actual tears to my eyes. Thank you Roger.

  9. Jay Love says:

    Wow, of days to wait until near the end of the day to the latest Agitator post!

    Roger, thanks for sharing and prodding us. Perhaps you have just changed the destiny of the next generation of fundraisers…

  10. Lisa Sargent says:

    Roger, I am at 5:30am on a Friday morning bowing my head with gratitude in my heart and tears in my eyes. Thank you a million, billion, trillion times for sharing all this… the booklists, the glorious SOFII, listing the names of all our fundraising and DM heroes (about whom I feel tenderly and without whose work lots of us wouldn’t be here). For a long time now I’ve threatened to write a manifesto for a new fundraiser, or really just for any fundraiser who’s lost their spirit (because so many have), a kind of E.B. White’s “Letter to Mr. Nadeau.” I can never match his words, the man was genius. But I’m with Ken: if we could instill that reverence, gratitude, curiosity, and spark for what is THE greatest work on Earth, we’d be 99% of the way home. It’s the closest thing we have to saving humanity.

    I volunteer to write the tear-stained, inspirational portion of the new fundraiser’s course. I still believe. Hugs, Lisa S.

  11. Roger,
    Thank you for this important post which delves into a topic near and dear to my heart,the future of our profession.Helping and assisting the future talent in our field.After reading your post I sent it out to some folks that I am mentoring,you have so much that is relevant and helpful to them,and to us mentors as well.
    May I add a addition to your reading list that delves into our future fundraising leaders in his book,
    “The War For Fundraising Talent” by Jason Lewis..The importance of having a mentor and having time for them to apprentice is vital.
    I recently spent some in the hospital,and had a lot of folks helping me, I had the opportunity to question interns about the value of their experience,and the doctors who introduced them to me, I watched and observed the time the doctors took to assist these interns and future health professionals..more needs to be done to provide this type of training and provide the testing ground for our future fundraising talent.Great post and will continue to get out to more folks …Roger,thank you for writing this special and thoughtful post!! Gary B