Archive for March 2010
Stewardship done right–by the White House
Yesterday’s Washington Post featured a wonderful cover story about the process and people behind the way the White House handles the flood of communication from the public to President Obama. The end result is a daily selection of ten communications forwarded by staff to the President that provide his daily glimpse beyond what he calls “the presidential bubble.”
As you can imagine, the numbers are staggering: 50 staff, 25 interns and a rotation of 1,500 volunteers are needed to respond to 100,000 e-mails, 14,000 phone calls and 63,000 letters and faxes per week.
What’s the relevance to gift planning? Alot. Our donors are our constituents. Is your organization disciplined about responding to inquiries? In a timely manner? With a warmly written letter or e-mail or a warm person on the other end of the phone who has been trained to talk with donors? Do you categorize the responses so you can keep tabs on what’s on donor minds and create a feedback loop that informs future donor communication? Does the management team regularly read a sampling of letters so they’re in touch with what your donors are thinking?
I realize the President has tremendous resources at his disposal but it’s all about making it a priority. If you scale down the numbers to what might be needed for your organization, and you commit to delivering excellent service to your donors, you can do it, too. And, if you can’t get all the way there, make a start. It will pay dividends.
Phyllis
PG Website Tip #3
I’ve previously written about how hard it is to find contact information on many nonprofit websites. Now I’m taking my rant to the next logical place: how hard it is to understand the contact information once you find it. No kidding.
Take a look at your gift planning web pages. You probably have a “Contact Us” or “Meet our Gift Planning Team” link. But once there, if you’re an organization of any size, you have a laundry list of staff names, titles and contact info. What’s a donor to do? Who are they supposed to call? You could add a note to each listing indicating the type of inquiry this person should receive (Call Tom for questions about gift annuities, for example) or you could just keep it simple and prominently note the person who will handle all inquiries. Separated graphically on the page you can list the rest of the team. But make it a 5 second effort for the donor to find the information he or she is seeking.
You may also have a “Request Information” page on your site. There again, simplicity is key, as I’ve said previously. Don’t make the donor read through lots of esoteric and rare options (bargain sale, anyone?) to try to request information on bequests and or gift annuities, the things we market most often. Think of your information request page as an online version of a reply card you might send with a newsletter. The simplicity you achieve on your reply cards should be copied online.
Phyllis
More on bequest tick boxes.
In response to a comment I received from a reader on my recent post about the bequest “tick box” debate, I’m attaching here the issue of Planned Giving Today where the article appeared. Planned Giving Today
Nominations now being accepted.
The APF-DC Chapter hosts Philanthropy Day each year in the fall. On that day, the organization recognizes individuals who are making a difference in our sector. Nominations are now being accepted, through April 30th, in the following categories:
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outstanding philanthropist
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outstanding fundraising volunteer
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outstanding corporate partner
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outstanding foundation partner
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outstanding fundraising professional
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outstanding diversity leader