Productivity to Amp Up Your Results @fundraiserchad Who is this - - PowerPoint PPT Presentation

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Productivity to Amp Up Your Results @fundraiserchad Who is this - - PowerPoint PPT Presentation

Sep 03, 2022 361 likes •1.49k views

How to Fix Your Productivity to Amp Up Your Results @fundraiserchad Who is this guy? And why does he think he knows what hes talking about? career fundraiser providing fundraising strategy, training & coaching to small nonprofit

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How to Fix Your Productivity to Amp Up Your Results

@fundraiserchad

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Who is this guy? And why does he think he knows what he’s talking about?

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career fundraiser

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providing fundraising strategy, training & coaching to small nonprofit

  • rganizations
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Wel Well l here here I a I am m bab baby, y, prac practice tice what what you you pre preach ach

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A confession …

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systems guy

1) Focus on the basics 2) Build the system 3) Put it on autopilot

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#pro produ ducti ctivi vity tyne nerd rd

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STORY TIME

why why pro produ ducti ctivi vity ty?

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16 areas that the productive fundraiser should focus on to fulfill their organization’s mission by working smarter, not harder

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AGENDA

1) 16 Things (30+ hacks) 2) Q&A

@fundraiserchad

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hac hack k (n) (n) a strategy or technique adopted in order to manage

  • ne's time and daily activities

in a more efficient manner

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But what is productivity?

@fundraiserchad

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efficiency effectiveness what you do how you do it

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#1 Manage Your Time, Energy & Attention

@fundraiserchad

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#2 Have a Plan & Make Daily Progress

@fundraiserchad

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Have a plan, period.

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  • ductivefund

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#3 Avoid Meetings & Maximize Those That You Can’t

@fundraiserchad

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X X

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X

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  • I. Call to Order
  • II. Introductions

III.Consent Agenda

  • A. Minutes
  • B. Executive Director's

Report

  • C. Committee Reports

(no requiring action) IV.Financial Report

  • V. Strategic Discussions

VI.Old Business VII.New Business VIII.Adjournment pr produc

  • ductivefund

tivefundraising raising.com/resourc .com/resources es

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Who is going to do what by when?

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#4 Learn Something New Every Day

@fundraiserchad

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If it ain’t broke, don’t fix it.

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pr produc

  • ductivefund

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#5 Play Your Part to Promote Donor Retention

@fundraiserchad

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45%

Fundraising Effectiveness Project (FEP)

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RETENTION > ACQUISTION

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People give to folks that they KNOW, like and trust

People KEEP GIVING to folks that they KNOW, like and trust

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pr produc

  • ductivefund

tivefundraising raising.com/resourc .com/resources es

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#6 Develop a Personal Productivity System That You Can Trust

@fundraiserchad

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“Your mind was meant to be a factory, not a warehouse.” – Mike Vardy

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#7 Regularly Meet with Supporters & Let Them Do The Talking

@fundraiserchad

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Chad’s Favorite Donor Visit Questions

So, as you know I wanted to speak about ABC Charity today …

  • What do you know about us?
  • What first led you to become involved with our
  • rganization?
  • What excites you about our current

programming?

  • What could we be doing better?
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#8 Travel Smart

@fundraiserchad

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#9 Hold Focused Special Events for the Right Reason

@fundraiserchad

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What’s the first thing people suggest as a way to raise money for a charity?

golf tournament gala awards banquet raffle walk/run bake sale bake sale auction bingo yard sale talent show casino night

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What should be the primary purpose of a fundraising event?

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And And what what typ type e of

  • f donor

donor?

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SLIDE 67 Credit: Giving USA, 2018
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The primary purpose

  • f fundraising events

should be to find new individual donors.

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transactional vs. relational donors

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#10 Write Donor Centric Communications & Avoid Business Speak

@fundraiserchad

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We raised We accomplished We met our goal You made a difference With your help, …

With the support of our donors,

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#11 Proactively Manage Your Email

@fundraiserchad

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schedule & triage

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#12 View Grant Opportunities with a Critical Eye

@fundraiserchad

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BEWARE: mission creep

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pr produc

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What do we see here?

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#13 Evaluate, But Don’t Over Analzye, Results

@fundraiserchad

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9 point performance index

1.Participants + Non-Responders 2.Income 3.Expense 4.Percent Participation 5.Average Gift 6.Net Income 7.Average Cost Per Gift 8.Cost of Fund Raising 9.Return

Credit: Jim Greenfield
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SLIDE 88 Solicitation Performance Index based on James M. Greenfield's Nine-Point Performance Index PERFORMANCE INDICATOR SOLICITATION 1 SOLICITATION 2 SOLICITATION 3 SOLICITATION 4 SOLICITATION 5 SOLICITATION 6 SOLICITATION 7 SOLICITATION 8 SOLICITATION 9 TOTALS Solicitations Made/Sent
  • 1. Participants
  • 2. Income
  • $
  • 3. Expense
  • $
  • 4. Percent Participation
#DIV/0!
  • 5. Average Gift
#DIV/0!
  • 6. Net Income
  • $
  • 7. Average Cost Per Gift
#DIV/0!
  • 8. Cost of Fund Raising
#DIV/0!
  • 9. Return
#DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! DATA YOU ENTER

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#14 Seek Work Life Harmony, Not Balance

@fundraiserchad

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work self home self just be your self

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15 of 16

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2-2-2

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#15 Work to Build a Fundraising Board

@fundraiserchad

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What’s the most frequent complaint voiced by nonprofit

  • exec. directors?
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#16 Love Your Donors & Steward Them Appropriately

@fundraiserchad

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THASKING

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sentence 1 = what you saw / what happened sentence 2 = the impact of what you saw on you or your organization sentence 3 = what you appreciate about the person’s role in what you saw

The 3 Minute / 3 Sentence Thank You Note Formula

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further learning

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@fundraiserchad

que quest stio ions ns

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@fundraiserchad

que quest stio ions ns

pr produc

  • ductivefund

tivefundraising raising.com/resourc .com/resources es