7 Breakthrough Annual Fundraising Appeal Strategies




 

Three San Francisco Hearts. Launch. Heartstrings. Rise. Benefit for S.F. General Hospital Foundation.It’s back-to-school and prime fundraising season.

In fact, the end of the year will be here before you know it!

Working on your fall campaign and year-end appeal?

Wish you had a way to prioritize the stuff that really matters?

Around this time of year, it’s common for me to hear one or more of the following — not just from newbies to the profession, but also from seasoned pros:

I’m struggling with copy. Last year’s appeal didn’t do as well as hoped.

I think our copy is okay, but wish it could be more inspiring.

I wish I knew some tricks to get more folks to open our envelope (or email).

I’d like to leverage our appeal with some email and social media, but don’t know where to start.

I’m flying by the seat of my pants! Wish I knew what to do and when to do it better.

If these statements sound familiar, don’t worry.  You’re not alone.

Crafting fundraising appeals and end-of-year campaigns is not rocket science, but you do have to adhere to certain guidelines if you want to achieve blast-off.  So… here come some guidelines!

I’m putting these in order, with the most important at the top.  There are plenty more tips where these came from however, so since I’ve only selected seven, you can consider all of these critically important to your success.

1. Mailing list, mailing list, mailing list. 

You can have the best copy in the world, but without the right group of people to send it to you won’t raise much money. 

I can’t overemphasize this.  I’ve seen too many fundraising campaigns fail for want of the proper list. When it comes to assuring fundraising success, I adhere to the 40-40-20 rule. Spend 40% of your time building your list; 40% developing your compelling fundraising offer (what you’re asking folks to do), and 20% on creative elements (words, images, fonts, colors and design).  This holds true for both your email and your snail mail lists.

Also consider your list may be too small, or may contain bad addresses.

The Direct Marketing Association (DMA) calculated the average response rates for a number of industries and found it was 5.35% for fundraising. In practice, even this small average may be misleading. I’ve noted average return on fundraising direct mail these days hovers around 0.5% on lists acquired through rental or exchange. In-house lists may do better, up to 5%. Why so low when you’ve probably read via the Fundraising Effectiveness Project that first-time donors renew at 17 – 20% and ongoing donors average 60%?  The DMA numbers are low because you may be mailing to bad addresses, duplicates, the deceased, people who’ve never given and/or donors who lapsed many years ago. Based on the numbers of donors you hope to acquire, renew and upgrade, it’s important to determine if you have enough names on your lists.

ACTION TIPS – To build a good list begin with folks closest to you:

  • Board and committee members and staff
  • Folks connected to you in other ways (e.g., volunteers, parents of students, alumni, families of patients, purchasers of programs, friends of board members and volunteers; subscribers to your newsletter etc.).

To sustain a good list, be sure to engage in regular list maintenance:

  • Do an annual address correction request using a service like NCOA (National Change of Address). Roughly 17% of Americans move each year, and running an NCOA is a requirement to qualify for USPS bulk mailing rates.
  • Purge your lists of anyone who’s never given and has been on the list three years.
  • Purge your list of anyone who’s given, but not in the past five years. (Different parameters are fine, but don’t kid yourself. If you have 7,000 on your list, and only 250 donors, something is seriously wrong).

2. Get it opened.

Your letter is no good if the would-be reader never sees it!

If the envelope gets tossed right away, it won’t matter how perfect your prose was. I receive my mail in my garage. I stand over my recycling bin, trying to discern which pieces will go there immediately, and which will get carried upstairs into the house. What will get your reader to bring your letter inside?

If the email gets deleted right away (or is allowed to simply sink to the bottom), it won’t matter how compelling your offer was. I often read my email on my phone, in those stolen moments while I’m waiting for something else to happen. I hover over the delete button, trying to decide if it’s really worth saving this email for later when I’ll have more time or be at my desk. What will get your reader to hit “open?”

ACTION TIPS – Consider the following:

  • Plain envelope. I’m a huge fan of the plain white envelope with nothing. No logo. Not even your name. Just a return address (and a place where a volunteer who is adding personal notes can hand write their own name).  It’s hard for folks to simply toss a mysterious plain envelope. Note: the post office won’t allow this unless you’re using a first-class stamp, so it’s for renewal and warm prospecting letters more than for direct mail acquisition.
  • Colored envelope. This is something to test. I’ve had great success with brightly colored envelopes that don’t even match the design of the enclosed appeal.  They simply stand out in the mail box and do their job of getting opened.
  • Oversized envelope. This is another trick to get folks to take notice. An oversized envelope stands out in the mail. Of course, it requires extra postage and this can backfire, making folks think you’re using money for the wrong purposes. It works best for event invitations rather than annual appeals.
  • Envelope teaser. Direct mail fundraising guru Mal Warwick describes a range of needs that can be accomplished with a teaser, ranging from describing what’s inside to asking a question to starting a story. He also says “Often the best teaser is no teaser at all. Fundraising letters are almost always crafted to mimic personal letters, so teasers may well cheapen or undermine the effect the writer wants to achieve.” Use some judgment. And ask folks outside your office if the teaser would turn them on or off. Begin your own collection at home, noting which teasers get you to open the envelopes and which you’d be inclined to toss.
  • Subject line teaser. The subject line is like the outer envelope for direct mail. It’s the window into your message. Make it intriguing, urgent, exciting, compelling, emotional, shocking or funny. The more useful and specific it is the better. Read more on some great year-end email subject lines. And these days you can easily engage AI to help you (just use your browser to search, and you’ll find plenty of free products)!

3. Begin with the P.S.

I don’t seem to be able to say this enough! I’m astounded by how many nonprofits ignore this valuable piece of real estate. Folks, please listen up: it’s the ‘Board Walk’ and ‘Park Place’ of your letter! Between 79 and 90% read the P.S. first. And this holds true for both direct mail and email.

ACTION TIP – Write your letter; then take a good look at it, pull out your most important message, and move it to the P.S. to assure it’s seen. Most often this will be a quick restatement of the problem, solution and ask. For example, “Your gift of $50 provides meals for a week for a neighbor in need.” Or “Remember, your gift of $15, $30, $60 or $90 a month will give a dog who’s experienced trauma a good home.”

4. Ask more than once. 

Don’t wait until the end of the letter to get to the point. This is the entire purpose of your appeal! Find both “soft” and “hard” ways to call for the action you want, and sprinkle them throughout your appeal. Remember: people skim.  To assure they see the point of your mailing, repetition is a good thing.

  • “You make it possible.”
  • “This work completely depends on you.”
  • “Can’t do it without you…”
  • “Make your gift right now.”

5. Make it reader-centric.

Never forget your primary job: to invite the reader to join you in something amazing… essential… critical… inspiring… ultimately fulfilling and joyful. Don’t make it about you. Make it about their experience. And, ultimately, their story. A story where they’re able to contribute to a happy ending.

ACTION TIPS:

  • Use  “you” rather than “I” or “we” or “[name of your nonprofit]. The donor doesn’t want to know what you did so much as what they can accomplish through you.
  • Cross out all the ego-centric stuff and rewrite. There’s nothing more magical you can do to put your appeal on steroids than eliminate all the ego and focus on the donor.

As veteran communicator Tom Ahern says:

“You” is glue. Every time you use it (especially in headlines) the reader pays slightly more attention…involuntarily. It’s the best cheap trick I know.

6. Make it readable.

The main point is this: don’t hurt your readers’ eyes or get their brains twisted in a knot! They don’t have time to bother with that, so they won’t have time to bother with you.  All your brilliant copywriting will go to waste.

ACTION TIPS:

  • Use a serif font. It’s more readable.
  • Bump up the size of your font.  It used to be 12 point minimum.  Due to the aging of baby boomers, today it’s 14. Resist the temptation to eschew editing in favor of squishing your font down to 11 point so you can fit everything in.  Less is definitely more here.
  • Indent paragraphs. Not only is this a friendlier style (something I learned in middle school typing class), it also invites the readers into your copy and gives their eyes another little rest. Our brains use indents in “pattern recognition.” Pattern recognition is important to keep reading speedy. And, remember, your reader has no time.
  • Keep paragraphs short. Aim for no more than five lines. Break them up with one-liners.
  • Use subheads, boldface, italics and underline to emphasize key points. Don’t overdo it, of course.  I like to consider my letters several letters within one letter.  If the reader reads only the subheads, they’ll get the gist.  If they read only the boldface, they’ll get the gist.  And so forth. You don’t really know which part of the letter your donor will actually read, so repetition is essential.

7. Write like you — and your readers — talk.

ACTION TIPS:

  • Read it out loud.  Every place you’re tempted to put in a contraction, do so. If you want to begin a sentence with “and” or “but” go right ahead. If you want to have a one-word sentence, that’s just fine. If your spell check tells you you’ve got a sentence fragment you should ‘consider revising” ignore it.
  • Avoid jargon. It’s the opposite of donor-centered writing. This includes words you use in your “trade” like “client” and “caseworker.” Lay people don’t use these words, or like to think of themselves as “clients” and their predicaments as “cases.” The same holds true for such ubiquitously overused words as “underserved” and acronyms.

Use these tips to give your year-end fundraising a shot in the arm!  For more tips, check out the Year-End Fundraising Solution Kit.

Want More to Guarantee Your Appeal Raises More Money?

Get my Anatomy of a Fundraising Appeal + Sample Template.  This thorough e-Guide has everything you need to put together an offer your prospect can’t possibly refuse!

This is super practical stuff I’ve learned over the past 40 years, through my own decades-long experience in the trenches as well as from the experiences of my consulting clients. Plus I’ll explain to you why I’m suggesting you take the recommended actions — so if anyone tries to dissuade you from doing what you know works, you’ll have the ammunition you need to stick to your guns. That’s how you’ll raise more money.

I guarantee you’ll raise way more than the modest cost of this Guide. And, as with all Clairification resources, you have my no-questions-asked, 30-day, 100% refund guarantee. If you’re not happy, I’m not happy. I mean it! 

Image: Three San Francisco Hearts. Launch. Heartstrings. Rise. Benefit for S.F. General Hospital Foundation.

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