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

Apr 12, 2023 305 likes •1.46k 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 We Well h ll her ere I e I am am ba baby, by, practi pra ctice ce wha

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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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We Well h ll her ere I e I am am ba baby, by, pra practi ctice ce wha what y t you

  • u

pre preac ach. h.

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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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#prod

  • duct

uctiv ivit ityn yner erd

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STOR STORY Y TIM TIME

wh why y pro roduct uctivi ivity ty?

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

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50% productivity 50% fundraising

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ha hack ck (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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@fundraiserchad

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productivefund uctivefundraising.c raising.com/res

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#1 Manage Your Time, Energy & Attention

@fundraiserchad

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TEA Framework

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#2 Have a Plan & Make Daily Progress

@fundraiserchad

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Have a plan, period.

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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

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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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#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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#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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capture everything

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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 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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how many?

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hold no more than 2 fundraising events per year

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successful events require 4 months of staff focus

(3 prior & 1 after)

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What should be the primary purpose of a fundraising event?

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And And w wha hat t ty type e of

  • f do

donor nor?

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SLIDE 80 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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#9 Proactively Manage Your Email

@fundraiserchad

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schedule & triage

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#10 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 90 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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#11 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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automate the delivery of your weekly/monthly essentials

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2-2-2

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#12 Love Your Donors & Steward Them Appropriately

@fundraiserchad

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THASKING

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call script

Hi (donor’s name). I’m _____________ (your name) from ____________ (charity). I’m calling today to thank you for your recent donation. It means so much and we wanted to tell you personally how grateful we are. [pause] If you have just a few seconds, I’d love to know what prompted your gift? [pause] Thank you for taking the time to speak with me today. Have a wonderful day!

productivefund uctivefundraising.c raising.com/tune

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up

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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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5 before 10

(Wendy Taylor)

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further learning

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7/24 @ 12pm (eastern)

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@fundraiserchad

ques questi tion

  • ns

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Crowd Sourced Hacks

@fundraiserchad

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time energy attention meetings travel email self care fundraising