The Donor Journey – 1

April 7, 2015      Admin

Last week I lamented the fact that so little seems to have been researched or written about regarding the ‘donor journey’.

Whereas, in the commercial space, marketers can describe in excruciating detail how consumers proceed to consider and eventually purchase their products. If you google ‘customer journey’ you’ll be treated to 21 million results, replete with templates, mapping tools, case studies etc. Here, for example, is an item from Salesforce, who calls 2015 “The Year of the Customer Journey”.

In a previous incarnation, I became relatively intelligent about how consumers bought (and remained faithful to, or not) two things — bourbon and cable TV services. I know … ‘Get a life Belford!’

But seriously, working with marketers as they broke down the entire purchase process was quite illuminating … and importantly, the process indeed served up actionable insights and opportunities for interventions that made a difference.

I’ve never seen that rigour applied in the nonprofit donor acquisition space.

If you google ‘donor journey’, by the third page of results you’re likely to be reading about donors giving away (or seeking) sperm, eggs or kidneys. Jesting aside, 101 Fundraising has written some good donor journey stuff (including useful dissent). Check out one of The Agitator’s heroes, Tony Elischer, on the subject.

Tony praises the ‘journey’ as “a fabulous piece of thinking as it helps charities to see all of their programmes mapped out; how each programme can draw prospects from other programmes, offering donors new propositions, products and gift levels.

I agree.

If, for now, I focus on acquiring new donors, I would argue the first step in mapping the ‘journey’ is to truly know your current donor. Know everything — where they came from, how they found you, why they chose you, relevant demographics, key attitudes toward the work you do/the cause you serve, channel preferences, giving potential (via scoring, appended data) … everything … their persona.

Because the ‘journey’ you want to create should be intended to first, replicate them; second (resources permitting), appeal to their closest cousins; and third, begin from the outset to identify which might be of greatest long term value (and therefore worthy of special targeting and investment).

For many direct marketing fundraisers, this all seems too conceptual. They just want to dive in and go with the flow. If we send something out that works, let’s do more of it. There might be some shadow of a theory as to why the appeal might have worked, but no real interest in dwelling on that.

For these fundraisers, the ‘journey’ pretty much begins and ends with list selection (or maybe search term selection).

And while I consider that perspective limited (simply put: your donors swim with other likely donors), I’d have to agree in the sense that getting your acquisition appeal in front of the right prospect is the single most important factor on which your success rests.

That might sound like a truism, but how carefully or deeply do we really think about it as we make our acquisition plans? I rated that factor as accounting for 98% of acquisition fundraising success in my last post, exaggerating only slightly for effect.

OK, so your acquisition appeal is in front of the right prospect, what next? I’ll turn to that in my next ‘Donor Journey’ post.

Tom

 

 

 

4 responses to “The Donor Journey – 1”

  1. John Whitehhead says:

    Interesting.

    When fundraisers in the UK talk about donor journeys they generally mean the journey along which they try to steer known supporters to develop the depth and value of each donor’s engagement, and the communications plan that they develop to support this hoped for journey.

    Far less has been done on the journey that the donor made from first awareness to initial engagement. This precursor is clearly much harder for charities to research because the charity only becomes aware of supporters after that first engagement.

    Some of Adrian Sargent’s work on donor motivation may be helpful.

    John

  2. Lester Zaiontz says:

    You say, “know your donor.” If a charity uses a survey package format as the “technique” in a direct mail appeal, how important would you say it is to capture that information? This survey would ask donors how they feel about certain aspects of the organization, its mission, the people it serves and how it serves those individuals. Do you believe it would be a worthwhile investment to capture this information and append it to their database?

  3. Tom Belford says:

    Lester,

    I’m a hardliner on asking donors for information — if you don’t intend to actually record AND use the info, don’t ask for it for the sake of getting a lift in giving response. Asking and ignoring is deceiving your donor/respondents. I deplore that practice.

    Tom

  4. Most of my work in fund development is about relationship building … which is, to me, the donor journey.

    — Loyalty (the Holy Grail of fundraising…merci les agitators) = Operating as a donor-centered organization + using comprehensive relationship-building program.
    — Comprehensive relationship-building program = Donor-centered communications and extraordinary experiences.

    And good fund development plans include relationship building (the donor journey) as part of the plan. Some things for everyone. Some things for some donors based on certain criteria. And this plan includes prospects…. And, this plan includes identifying the predisposed (often called suspects but can we get any more offensive?)