The post How to Get CEOs and Boards to Embrace Year End Fundraising appeared first on Bloomerang.
This article originally appeared in Bloomerang. See the original article here.
In the social change field, some phrases are repeated so often that we no longer ask what they require of us. But words matter. I have pages and pages of notes with reflections on the work of folks like Dr. Tiffany Manuel, Phil Agnew, and Rashad Robinson, who write about the critical role that narrative plays in building power and pursuing liberation. But living and working in ways aligned with one’s values and beliefs is more difficult than taking notes.
Recently, my colleague, Melissa DeShields, wrote an article in NPQ about the “crisis of conscience” she has had while leading a capacity building intermediary, Frontline Solutions. Foundations engage Frontline to work with their grantees in a variety of ways. However, the most common scenario is some configuration of the following:
A foundation hires or supports Frontline to assess the skills and competencies of the foundation’s nonprofit grantees via an “objective” third party tool, which the foundation assigns or Frontline chooses. Then, Frontline shares its findings with either the nonprofit or with the nonprofit and funder. After the assessment and reporting, Frontline facilitates skill-building in areas identified or confirmed as priorities by the assessment.
In her article, Melissa argued that capacity building processes are often implemented in ways that lack reciprocity and reinforce harmful power dynamics. I want to add my own confession. The phrase, “capacity building,” has always bothered me. It focuses on deficits rather than assets. If words matter, then why do we use a term—and operate within a framework—that might be harmful?
Guided by this question and those raised in Melissa’s article, I’ve been asking our staff, clients, and partners the following questions:
Based on these conversations, here are four reasons I believe that the social sector should retire the capacity building framework:
Over the last 17 years in the field working with community groups, it has become increasingly clear to me that effective and sustainable institutions are not built by identifying organizational deficits that racism and patriarchy have contributed to creating. Rather, powerful, resilient, and liberatory organizations are built by complementing the genius, expertise, and Indigenous wisdom that many BIPOC-led and centered organizations possess.
Think about the thousands of Black and Brown students whose educational attainment was thwarted or significantly impacted due to teachers’ implicit (or explicit) bias and school systems’ assessment of the ability of Black and Brown youth to learn and thrive. Similarly, positioning consultants like us and ostensibly objective third-party survey creators as authorities on the value and capacity of Black and Brown nonprofits is an irresponsible and structurally inequitable allocation of power and influence.
We often hear from funders and third-party survey creators that community-based nonprofits “don’t know what they don’t know.” But they do know what they do know. What if we started there?
What if our work was asset based? What if rather than building, we focused on dreaming. In that case, our questions, surveys, and tools would center organizations’ strengths and visions and ask what additional supports are needed to realize those visions. What if power and agency were ceded to Black and Brown nonprofits, instead of to consultants and intermediaries? We must urgently consider these questions.
The credit counseling and repair industry lays out steps that lead to improved credit: Pay your bills on time. Keep your balances low. Strengthen your credit history by not closing old accounts. Refrain from taking on new credit. Over time, such steps lead to predictable increases in one’s credit score. And increasing that score can help a family purchase a home, transforming that family’s life chances.
In the capacity building field, funders often believe that supporting transactions designed to build a community-based nonprofit’s capacity will likewise produce such transformational results. They think of capacity building as the organizational equivalent of raising a peron’s credit scores.
But organizational capacity is not like a credit score. A board development training plus a communications audit does not equal sustainability in seven months. A technology plan combined with an organizational culture audit does not equal organizational resilience in a year. Why? Because on their own, competency building and skill development do not enable Black and Brown leaders and organizations to overcome the structural inequities that make it difficult for them to thrive.
Of course, trainings and workshops have value. Sometimes they can even contribute to the ability of community-based organizations to produce long-term, liberatory results. But the current configuration of capacity building is inadequate. What if capacity building efforts were more honest about structural inequities? What if they were structured around how to grow collective power and dismantle barriers? What if nonprofit organizations could ask how funders and intermediaries should change to be better partners?
All of this to say that the term capacity building is jargon. Its origins are as removed from local communities as its applications are often confounding to them. We’ve found that Black and Brown nonprofits are unfamiliar with the term at best and deeply suspicious of it at worst. In an informal and anonymous survey, I asked folks at 11 Black-led community-based nonprofits that are current or former Frontline clients, “What do you think of when you hear the word capacity building?”
Their responses were rich and varied, but two stood out. The first: “Capacity building is the consolation prize money that foundations offer when they are willing to pay for us to get advice, but they aren’t willing to resource us to help our people get free.” The second quote resonated with most of the folks we interviewed: “When I think of capacity building, the first thing I think is that capacity is the wrong word.”
Capacity is a tepid word. Once an organization’s capacity is built, what does it become? Capable? Sufficient? Competent? Capacity building is a process without a tangible aspiration. It is an investment with an unambitious return.
Capacity is the wrong word. More importantly, it does not resonate with the very nonprofits who are supposedly its beneficiaries. And so, count me among those who join the choir of Black and Brown nonprofit leaders who recommend that the term be retired.
I’d like to propose a different path: The Black Equity Collective (BEC) is an ecosystem of funders and communities who are partnering to strengthen the long-term sustainability of Black-led and Black empowering organizations in Southern California. The collective was born out of the Black Equity Initiative, an effort that began in 2017.
Four Black equity principles for philanthropy have emerged out of this work: 1) truth, 2) strategic disruption, 3) strength, and 4) love. BEC has organized a subcommittee of its ecosystem to co-lead a nine-month process to develop a set of metrics with which to measure the organizational effectiveness for each of these four principles. For example, BEC defines its principle of love as “honoring the inextricability of our shared humanity.” Thus, the BEC subcommittee’s process seeks to identify a set of measures that are indicative of Black nonprofits’ effective embodiment of the principle of love.
BEC’s process of reimagining how to measure the effectiveness of Black nonprofits is necessary because philanthropy’s current indices of what it means to be an effective Black nonprofit center whiteness. The collective’s work illustrates the labor required to go back to the drawing board. BEC founder Kaci Patterson says her group has already retired the term capacity building and replaced it with organizational resiliency. Such work is groundbreaking and should inform funders and intermediaries who work with BIPOC-led and rooted nonprofit organizations.
We need to have many more conversations about where the philanthropic field has gone wrong in the past, what has been learned, and how, in our intermediary and consultant work, to better center principles like the ones laid out by BEC. Words matter. That’s why it’s time to retire the term, capacity building. If we follow the lead of BIPOC nonprofits and communities, we can come up with something better.
This article originally appeared in the Nonprofit Quarterly. See the original article here.
Nonprofit organizations need software to raise funds, host events, and keep operations running smoothly. Identifying the primary software solutions used by nonprofits and understanding their features can help you fill any gaps in your strategic plan and maximize your fundraising potential.
In this guide, we’ll walk through the different types of nonprofit software, explain their purpose, and provide a list of some of the top providers.
The types of nonprofit software we’ll cover include:
Each of these types of software will streamline various elements of your donor management and fundraising processes, letting you identify new fundraising opportunities and grow support for your nonprofit.
Donor management software, also known as constituent relationship management (CRM) software, is designed to help keep track of your nonprofit’s donor information. By storing key data on your nonprofit supporters, you can then use this information to better connect and build relationships with them.
While for-profit organizations may use CRM solutions to track sales progress, nonprofit CRM needs are different. Your nonprofit relationships with supporters work differently because you’re not selling a product—you’re promoting a mission. Donor management software will meet your needs when it comes to recording interactions with supporters, collecting donation information, and integrating with your other nonprofit software.
When choosing the best donor management software for your nonprofit, some of the features you should look for include:
Read on for an overview of our favorite donor management solutions.
Bloomerang’s donor management software is the perfect solution for organizations focused on building stronger relationships with their supporters. Every nonprofit can benefit from boosting its donor retention rates. Bloomerang is designed with features that help you acquire new donors, foster relationships, and increase the chances that donors will continue supporting your nonprofit for the long term. Some of these features include:
Bloomerang also integrates with other top nonprofit technology platforms like Mailchimp, Qgiv, DonorSearch, TrueGivers, Fundraise Up, and GiveButter. This makes it easy to manage different aspects of your fundraising strategy, such as donor acquisition and prospect research, all under one roof.
NeonCRM is a well-known donor management platform in the nonprofit sector. Its customizable donor-facing pages make it easy and convenient for supporters to interact with your organization. Some of the features offered by this software include:
DonorPerfect is a nonprofit software solution designed to help keep all your organization’s team members on the same page regarding your fundraising strategy. With a mobile app and effective reporting tools, everyone at your organization will have the tools they need to keep up with operational tasks and raise funds, no matter where they are.
Some of the features offered by DonorPerfect include:
Fundraising software solutions are designed to facilitate the donation collection process for organizations.
There are many types of fundraising software that help nonprofits host various types of fundraising campaigns. Here are some solutions you might come across:
When determining which fundraising platform to invest in, consider your budget and the features offered on each platform. It’s expected that you should get more from the software if you’re paying more for it. The opposite of this is also true. If you look at free fundraising software, you may be missing out on key features or sacrificing data security.
With that in mind, here are a few of the top online fundraising platforms:
Kindful is a comprehensive fundraising platform that nonprofits can gain access to when they use Bloomerang for their CRM. Kindful equipped with tools that help nonprofits raise more and understand their donors on a deeper level.
A few standout features of the Kindful platform include:
Qgiv is a state-of-the-art nonprofit fundraising platform that offers multiple types of fundraising options for nonprofits. With Qgiv’s online donation forms, peer-to-peer fundraising pages, text fundraising capabilities, auction tools, and event management, your organization will have everything it needs to boost funding with a single nonprofit software solution.
Some of the features you can find when your organization invests in Qgiv include:
GiveButter is a nonprofit software solution built to help organizations collect donations year-round as well as during specific campaigns. The tools they offer include donation collection forms, peer-to-peer fundraising pages, and event registration. Some of the features you can expect from this fundraising tool include:
GiveButter also integrates with top donor management solutions like Bloomerang. This means you can streamline your donor information directly from the GiveButter platform into appropriate donor profiles.
Fundraise Up is a nonprofit software solution designed to drive conversions with the help of machine learning. This platform makes it fast and easy for supporters to contribute to your cause so that you don’t lose them during the checkout process. Some of the features they use to make this possible include:
Double the Donation helps nonprofits raise more through matching gifts. As mentioned earlier, matching gifts are a drastically underutilized fundraising opportunity for nonprofits.
Double the Donation’s flagship product, 360MatchPro, offers a matching gift database and a search tool where supporters can check their eligibility for matches. The process looks like this:
Also, your nonprofit can reach out to match-eligible donors who haven’t yet submitted a match by sending automated email reminders.
Generally, major gifts make up a large portion of any nonprofit’s fundraising revenue. In fact, 88% of fundraising revenue comes from the top 12% of donors.
Prospect research software is used to identify a donor’s philanthropic and wealth indicators. These data points reveal whether a certain supporter has the capacity and willingness to make a major gift to your organization. Let’s take a closer look at these indicators:
These indicators are most effective when they’re paired with information in your nonprofit CRM. For example, you may find that your CRM and prospect research software integrate (like Bloomerang and DonorSearch). When this is the case, you have immediate access to your donors’ engagement and generosity scores from your donor database. You can start stewarding them right then and there to become major donors!
DonorSearch offers the largest prospect research database that helps nonprofits identify potential prospects. Some top features of DonorSearch’s prospect research software include the following:
WealthEngine is designed to help your organization identify and manage wealth indicator information about your prospects. This nonprofit software uses scores and ratings to organize and manage your data. Some of the features you’ll find with this solution include:
iWave is a prospect research tool that’s easy to use and provides valuable information to enhance your organization’s fundraising strategies. Some of the features that make iWave so user-friendly include:
Event software allows nonprofits to plan and carry out successful fundraising events. These solutions can be used for both in-person and virtual fundraising events.
If you’re looking to host an in-person fundraising event, look for a software solution that will help organize information about the venue, the vendors, and the attendees.
Meanwhile, if you’re more interested in a virtual event, look for a dedicated platform for live streaming, choose an activity that can be easily completed from home, and extend your invitation to a greater geographic audience.
The best event software for nonprofits should include features such as:
Our favorite event management solutions each provide a range of features available for nonprofits to use for fundraising and stewardship events alike. These solutions include Regpack, Eventbrite, and ePly. Learn more about each:
Regpack is an event registration platform that makes it easy for nonprofits to set up and carry out engaging events. The software is applicable for both in-person and virtual event experiences.
A few stand-out features of this platform include:
Eventbrite is a top event platform for organizations planning stewardship events that are free to attend. Eventbrite is free to use if your organization is hosting a free event. Some of the features you’ll receive on this platform include:
ePly is one of the best event management software solutions for nonprofits designing and hosting their own conference. While you can use it for any type of nonprofit event, ePly is perfect for conferences because the software offers features such as:
While nonprofits earn much of their revenue from their fundraising efforts, there is also a lot of revenue potential in nonprofit grants. That’s why grant software is a vital nonprofit software solution.
Grant software helps nonprofits manage each step in the grant application and acceptance process. These steps include:
Our favorite grant software helps nonprofits at various levels according to what you want from the solutions. For example, one may offer complete outsourced grant management, while another may simply help you locate the grants most applicable to your organization. Consider what you need, and then browse our top solutions below:
Foundant’s grant software solution, GrantHub, makes it easy for nonprofits to identify potential grant opportunities, manage the grant application process, and track and report fundraising progress. Some of the features available as a part of GrantHub include:
Grants Plus can help your organization effectively manage the grant process. Outsource certain aspects of the grant process and get consulting on your grant strategies from their experienced team. Grants Plus can also help you:
Auctions are a classic fundraising event that nonprofits can use to appeal to a general audience or top donors. It all depends on the items procured and the environment you host the event in.
You may use your auction software to host any of the following:
When you look for software for any type of auction, look for a solution that guides your organization through the whole auction process and makes it easy for supporters to bid via their smartphones.
When supporters are able to bid on items at your auction from their cell phones, you can create a more organized and personal bidding system for auction attendees. This can boost revenue as your supporters receive notifications as they’re outbid or check more frequently on their favorite items.
Learn more about top auction software below:
OneCause helps nonprofits during every stage of the auction event planning and execution processes. They offer tools to ensure your nonprofit hosts exciting and engaging auctions, whether they’re in-person, virtual, live, or silent. This software provides options for nonprofits to better optimize aspects of the auction process like:
Handbid is an auction app that’s specifically designed to improve the user experience of your nonprofit’s auction attendees. Consider hosting your next silent auction online and trust that your supporters will have all of the tools they need to engage with the event through Handbid’s comprehensive mobile app. With Handbid, you’ll find features such as:
ClickBid specializes in mobile bidding to help nonprofits pivot their classic silent auction to the virtual sphere (or a hybrid event). Their easy-to-use, user-facing features make it a compelling platform to satisfy your supporters. These features include:
With the tools in this guide, your nonprofit can build a comprehensive, effective nonprofit software ecosystem. To learn more about nonprofit software and the best ways to use it, review these additional resources:
The post 19 Effective Nonprofit Software Solutions to Consider appeared first on Bloomerang.
This article originally appeared in Bloomerang. See the original article here.
Our Ask An Expert series features real questions answered by Claire Axelrad, J.D., CFRE, our very own Fundraising Coach, also known as Charity Clairity.
Today’s question comes from a nonprofit employee who wants advice on how to handle gift solicitation when more cultivation is needed first.
Dear Charity Clairity,
What do you do if the purpose of your visit is to get to know the donor better, understand what floats their boat, and begin to build a trusting relationship, yet midway through the conversation they ask “what do you want?” I ask because this happened once when I thought the donor wasn’t really well enough cultivated for an ask. How do you slow a donor down to get them where you want them to go?
— The Tortoise
Dear Tortoise,
Fundraising isn’t an Aesop’s fable. Some donors are hares. They cut to the chase fast, and it’s not your job to slow them down.
It is your job to get them to a place where they feel really good about giving.
Some donors will feel best nailing their commitment down today, without additional cultivation. They may feel that they already know what they want to do, their time is precious, and they don’t want to prolong the visiting.
That’s why the best fundraisers are good listeners who stay really attuned to the donor. Sure, it’s great to walk in the door (or Zoom session) with a cultivation plan. But, it should be a flexible plan. If this visit is one of several planned major gift ‘moves,’ that’s swell. But if you discover you don’t need any more moves with this particular donor, be prepared to not hold back.
When you’re with a donor, it’s their time. And their agenda. If they say “How can I help?” – before you even make an ask – this is not cause for consternation. You’re at a good place!
“Readiness” to be asked is a subjective thing. If they demonstrate they’re ready, take them at their word.
TRUE STORY: I was once on a visit with an executive director (ED) where exactly this scenario occurred. The donor said “What do you want from me?” The ED said “Oh, we’re not here to ask you for a gift today. We just want to get to know you better.” I immediately saw the donor, a high-powered investment banker, lose respect for the ED. They knew what this was about, wanted to know how they could be most helpful, and didn’t want their time wasted. Because this ED couldn’t be nimble, the organization ultimately received a token gift – one that was significantly smaller than the donor’s previous gift.
It’s great to have a general road map for how you handle major donor cultivation and solicitation. Just be sure you use it as a guideline, and not a rigid structure from which you’ll permit no deviation. Major gift fundraising is personal, and every person is unique. Cookie cutters won’t work.
TRUE STORY: I know a university major gifts officer (MGO) who planned to visit an alum. He wasn’t planning to ask. Since he was pretty new to the job, he just wanted to say thank you and get to know the donor a bit. However, when the alum’s son learned of the visit he called the MGO to say: “Make sure you ask my Dad for money. He likes to be asked.” The MGO felt awkward about this and didn’t take the son’s advice seriously. They had a nice lunch, he drove the donor home, and the donor handed over a check for $1,000. The MGO said “Thank you. You’ve already made a gift this year, and that’s so nice.” The donor put his hand in his pocket, pulled out another check for $5,000, and said “That’s what I was going to give you if you asked.” Then he tore the check up!
MORAL: Don’t concentrate so hard on the relationship-building that you forget the purpose of building the relationship! You’ll always need to ask, and sometimes the right time is sooner than later.
— Charity Clairity
Have a question for our Fundraising Coach?
Please submit your question here. Remember, there are no stupid questions! If you need an answer, it’s likely someone else does too. So help your colleagues by asking away. Please use a pseudonym, like “Tortoise” did, if you prefer to be anonymous.
The post [ASK AN EXPERT] How Do You Handle A Major Gift Solicitation When You Believe More Cultivation Is Needed First? appeared first on Bloomerang.
This article originally appeared in Bloomerang. See the original article here.