Block Time for Donor Visits (and for Scheduling Them)

20AugAugust 20, 2019 By Chad Barger, CFRE

Donor visits are the one fundraising technique that we all know we should be doing, but they’re so hard to pull off on a consistent basis.

There are just so many demands on our time, and donor visits take us out of the office and away from other activities. We must have dedicated time to do them! But, especially if you’re running a small shop, it’s just so hard to find that time.

So here’s what I did as a small shop fundraiser and what I encourage my clients to do: block time on your calendar each and every week for donor visits.

Now, you need to do a little math. I like to allow 2 hours for a donor visit, including travel time. How many do you need to do each month? Multiply that number by 2 (2 hours per visit), now divided it by 4 (4 weeks per month). The result is how many hours each week you should block for donor visits.

So for me, that was four hours per week. I typically split that into two, 2-hour blocks spread throughout the week. And I always liked to schedule these for when I was least effective in the office. For me, that’s mid-to-late afternoon time. So, I blocked Monday and Wednesday late afternoons as recurring appointments, marked as busy, so nothing else can be scheduled during that time. It is a time I held sacred for donor visits.

Did all my visits happen on Monday and Wednesday afternoons? No, of course not. But I had held that time so I had the margin and wiggle room to move other things around to accommodate them. You can’t schedule donor visits if your calendar is already full.

But, is that good enough? If you just have that time blocked and you go through the everyday hustle and bustle of your job, you’ll get to the next week (and your donor visit time block) and you’ll still be in the office. That’s because you didn’t take the time to actually scheduled those donor visits. So, the other key thing that I recommend is to have a time block set aside for scheduling donor visits each and every week. I have always had a half-hour time block where I was simply sending emails, making phone calls, and following-up, to try to get those donor visits scheduled for the next few weeks.

That’s the key to make this (or almost anything) happen — you have to set aside the time and protect it from other less important, yet still “urgent” items. Now, quit reading this and make some contacts so you can get out of the office and have those visits that we know are so effective!

What are your thoughts? Join the discussion in our private Facebook group, the Fundraising Fish Fry. @fundraiserchad and the other 315+ fundraisers in the community would love to hear from you!
Chad Barger, CFRE teaches small charities to fundraise more efficiently and effectively, so they can get back to saving the world. He is a sought after nonprofit fundraising consultant, trainer and coach. Chad is the chief strategist and owner of the firm Productive Fundraising.
As a Master Trainer for the Association of Fundraising Professionals, Chad is a frequent presenter at nonprofit conferences. Chad serves as an Adjunct Instructor at Messiah College, teaching their fundraising course.
He is better known to many as @fundraiserchad, a trusted guide to the fundraising tactics and tools that are working today. Every week, Chad publishes free fundraising tips and resources to his popular email list and through his free webinar series. Want in? Subscribe today!

How to Find Time to Read as a Busy Fundraiser

17JulJuly 17, 2019 By Chad Barger, CFRE

I’m often asked by nonprofit board members, “What’s the most important skill to look for in potential fundraising staff?” My answer is always the same … a relentless passion for learning. A successful fundraiser always needs to be seeking new ideas and improving their fundraising knowledge base. One of the best ways to acquire this knowledge is through reading. There are so many great books, magazines, and blogs dedicated to nonprofit fundraising. But many fundraisers state that finding the time to actually read is quite difficult.

So, here are six tips for fitting more reading into your daily schedule …

1) Keep a list of what you want to read

When you hear about a great book or article, make a note of it. I add books I hear about to my online wish lists (either on Amazon or Blinkist). When it comes time to look for new reading material, I have a list and don’t have to waste time browsing. I can use that time for actual reading. [If you’re starting from scratch, here are my favorites: @fundraiserchad’s top book recommendations]

2) Save posts & articles to read later

When I’m spending time on social media, I do my best to get in and get out. I don’t read articles or follow link trails (well … at least I try not to do so … darn memes). But our fellow fundraisers post lots of great content that I do want to read at some point. That’s where Pocket comes in. Pocket is a service that lets me save articles for later (in my Pocket app). Then when I have a few minutes (e.g. sitting in waiting room before an appointment, standing in line to board a plane, before a donor meeting, etc.), I can read these articles — on ANY of my devices at ANY time. It’s like having your TO READ pile with you at all times, but without the clutter or the weight.

3) Stop reading if you aren’t getting value

If you start reading something and it’s not what you thought it would be, STOP. There is no rule that says you have to finish what you start reading. We aren’t in grade school anymore. We choose what we read. This is especially important with books. Reading an entire book is a big commitment – make sure it’s worth your time. I will admit that I only finish about half the books that I start reading. Once I can tell that I’m not going to get enough value out of it to justify the time, I’m done. It’s that simple.

4) Read during all those little moments of extra time

Surround yourself with things to read. Fill your Pocket with articles. Keep books and magazines that you want to read on your coffee table, desk, night stand. Keep reading material in your briefcase and in your suitcase. Make sure you are never in a situation where you have time to read, but nothing to read. Then instead of hopping on Facebook on your phone when you have a spare minute or two, pull up something to read. Even if you only read a page, you are making progress and being inspired. Don’t let these little moments go to waste, they add up.

5) Schedule a lunch with yourself

When I have something that I really want to read, like a book written by my favorite speaker at a conference or the latest edition of AFP’s Advancing Philanthropy, I schedule lunch with it. I literally go to my calendar, find an open lunch slot, and plug in “Meeting | Advancing Philanthropy.” It’s a lunch date, with reading material. The key is that it is blocked from any other commitments (and it looks like a real meeting to the folks that have access to my calendar). It’s a great way to make progress on beefier items which really require time to digest (puns intended).

6) Try audiobooks, podcasts or book summaries (especially in the car)

Driving is one of the least productive uses of time, but you can change this. Listening to audiobooks or podcasts is a great option. Almost any book is available in audiobook format these days and there are countless podcast options — even a few about fundraising. You can also turn up the speed on audiobook or podcast apps to have them play at 1.5x or 2x speed. This can allow you to finish things in half the time, and it is often times still very easy to understand. And I can’t forget my latest obsession, Blinkist, which features 15 minute summaries of tons of great nonfiction leadership and business books.

What are your thoughts? Join the discussion in our private Facebook group, the Fundraising Fish Fry. @fundraiserchad and the other 315+ fundraisers in the community would love to hear from you!
Chad Barger, CFRE teaches small charities to fundraise more efficiently and effectively, so they can get back to saving the world. He is a sought after nonprofit fundraising consultant, trainer and coach. Chad is the chief strategist and owner of the firm Productive Fundraising.
As a Master Trainer for the Association of Fundraising Professionals, Chad is a frequent presenter at nonprofit conferences. Chad serves as an Adjunct Instructor at Messiah College, teaching their fundraising course.
He is better known to many as @fundraiserchad, a trusted guide to the fundraising tactics and tools that are working today. Every week, Chad publishes free fundraising tips and resources to his popular email list and through his free webinar series. Want in? Subscribe today!

Fundraising + Personal Productivity [podcast interview]

13JunJune 13, 2019 By Chad Barger, CFRE

I recently had the honor of being interviewed by Mike Vardy, host of one of my favorite personal productivity podcasts, Productivityist!

Mike Vardy is a writer, speaker, productivity strategist, and Founder of Productivityist. He is the author of The Front Nine: How to Start the Year You Want Anytime You Want, The Productivityist Playbook, and Beyond Trying.

On the podcast we dig in deep to the intersection of fundraising and personal productivity (one of my favorite topics). I hope you’ll nerd out with me and give it a listen!

What are your thoughts? Join the discussion in our private Facebook group, the Fundraising Fish Fry. @fundraiserchad and the other 315+ fundraisers in the community would love to hear from you!
Chad Barger, CFRE teaches small charities to fundraise more efficiently and effectively, so they can get back to saving the world. He is a sought after nonprofit fundraising consultant, trainer and coach. Chad is the chief strategist and owner of the firm Productive Fundraising.
As a Master Trainer for the Association of Fundraising Professionals, Chad is a frequent presenter at nonprofit conferences. Chad serves as an Adjunct Instructor at Messiah College, teaching their fundraising course.
He is better known to many as @fundraiserchad, a trusted guide to the fundraising tactics and tools that are working today. Every week, Chad publishes free fundraising tips and resources to his popular email list and through his free webinar series. Want in? Subscribe today!

The Secret to Sending Prompt Thank You Notes

12JunJune 12, 2019 By Chad Barger, CFRE

After we meet with a donor, prospect or volunteer; especially for the first time, we fundraisers have the best of intentions to send a thoughtful hand-written thank-you note. We truly appreciate the gift of time that the individual has given us and we want to sincerely thank them for it. Plus, we know that most people don’t get many thank-you notes; especially hand-written ones, and we know the impact that they have on the recipient.

But what typically happens? That’s right—life happens. We go to back to the office and get buried in the flood of emails that piled up while we were away. Or we head home and go right into dinner prep, homework help, dog walking or other activities. Even if we add “Write thank you note to Susan” to our to-do list, three days often go by before we get to it — and promptness is a big key to success with thank-you notes.

As a self-proclaimed productivity nerd, this scenario drove me nuts for the first five years of my fundraising career. There had to be a better way to get these notes written and out promptly, without having them be just another stressor.

Finally, I found the solution. And it’s simple:

Keep a set of thank-you cards and pre-stamped envelopes with you at all times (in your briefcase, car, purse, etc.).
Before going into your meeting set out a note (my favorite spot for this is the passenger seat of my car) and pre-address it if you have time.
Immediately after the meeting, write the note. Don’t put “Write thank-you note to Susan” on your to do list—actually write it! The details of your message will be fresh in your mind and it will be effortless.
On your way into your house or office, drop the completed thank-you note into the outgoing mail.

That’s it, and it’s not rocket science. What does it require? It requires you creating a new habit. How long does that take? Typically, 30-45 days.

So stick with it and eventually writing thank-you notes will go on autopilot for you. I’ve been doing this for over a decade now and haven’t stressed out about a single note, and I’ve never missed sending one either. And that has made a big difference with the donors that I’ve had the pleasure of working with to make this world a better place.

This post first appeared as a part of Advancing Philanthropy: Perspectives – a free membership benefit of the Association of Fundraising Professionals (AFP). Check out more posts by @fundraiserchad for AFP.

What are your thoughts? Join the discussion in our private Facebook group, the Fundraising Fish Fry. @fundraiserchad and the other 315+ fundraisers in the community would love to hear from you!
Chad Barger, CFRE teaches small charities to fundraise more efficiently and effectively, so they can get back to saving the world. He is a sought after nonprofit fundraising consultant, trainer and coach. Chad is the chief strategist and owner of the firm Productive Fundraising.
As a Master Trainer for the Association of Fundraising Professionals, Chad is a frequent presenter at nonprofit conferences. Chad serves as an Adjunct Instructor at Messiah College, teaching their fundraising course.
He is better known to many as @fundraiserchad, a trusted guide to the fundraising tactics and tools that are working today. Every week, Chad publishes free fundraising tips and resources to his popular email list and through his free webinar series. Want in? Subscribe today!

The Best Fundraising Database (Podcast Interview)

25FebMay 7, 2019 By Chad Barger, CFRE

In February of 2019, @fundraiserchad was honored to be a guest on Simon Scriver’s Amazingly Ultimate Fundraising Superstar Podcast.

LISTEN TO THE EPISODE

Simon spoke with Chad about his Ultimate Guide to Fundraising Databases, tips for selecting the right fundraising database for your organization and one of Chad’s favorite topics, personal productivity.

What are your thoughts? Join the discussion in our private Facebook group, the Fundraising Fish Fry. @fundraiserchad and the other 315+ fundraisers in the community would love to hear from you!
Chad Barger, CFRE teaches small charities to fundraise more efficiently and effectively, so they can get back to saving the world. He is a sought after nonprofit fundraising consultant, trainer and coach. Chad is the chief strategist and owner of the firm Productive Fundraising.
As a Master Trainer for the Association of Fundraising Professionals, Chad is a frequent presenter at nonprofit conferences. Chad serves as an Adjunct Instructor at Messiah College, teaching their fundraising course.
He is better known to many as @fundraiserchad, a trusted guide to the fundraising tactics and tools that are working today. Every week, Chad publishes free fundraising tips and resources to his popular email list and through his free webinar series. Want in? Subscribe today!

Productive Fundraising: It’s Both WHAT You Do and HOW You Do It

13MarMay 7, 2019 By Chad Barger, CFRE

Productivity is a two part process. It requires the perfect balance of efficiency and effectiveness. It’s not only the outcomes that matter, but also the process for reaching those outcomes. It’s both WHAT you do, and HOW you do it.

The WHAT

As a professional fundraiser, there is a constant temptation, and sometimes expectation, to try to raise funds every way possible. The suggestions come from everywhere: articles, blogs, conferences, etc. My favorite is the “helpful” (and insistent) board member … “I’m involved with XYZ organization and they just held this great event that raised a lot of money, we’re going to do that too!” Don’t get me started on non-strategic special events! Regular readers of this blog know that I recommend holding no more than two big special events per year. The flip side of this board member is the one that says “if it ain’t broke, don’t fix it” at every single meeting. One wants to do the wrong thing and one doesn’t want to try anything new at all.

So what’s the problem with these two mindsets? Whether you try every tactic possible, or try nothing new at all, you will get the same result … mediocrity. Things will be fine, but you’ll never really fulfill your mission and change the world. You’ll be stuck in slow growth mode or maybe even stagnancy.

So how do you do better than mediocre? The key is to figure out what will work best for your organization, and to do it well … really well. Buy how? In my opinion, the number one skill for today’s fundraiser is the desire to always be learning. Read every day … make it a priority. Keep up with the latest trends. Attend industry leading conferences. Expose yourself to other sectors and see what’s working there. Then bring those ideas back to your office and apply them to your work … INNOVATE.

But don’t just blindly innovate, you have to test what you put into place. Is it really working, or is does it just make your organization look good? Charities don’t fulfill their missions by looking good … they do it by raising vital funds and delivering programmatic results. So, make a commitment to innovation. Try one or two new strategies at a time. Keep the ones that work and kill the ones that don’t. After a few development cycles, you’ll find a few strategies that really elevate your fundraising and charity to the next level. And you’ll get really good at saying “NO” to the things that you know will take you back down to the land of mediocrity.

The HOW

Something must also be said for HOW you work. Are you an efficient worker? If meeting your goals requires that you put in 60 hour weeks every single week, there’s a problem. It could be unrealistic expectations or it could be bad work habits. It’s most likely a combination of both. By being in touch with your personal productivity habits and constantly seeking ways to improve them, you can take back your life and still be an effective fundraiser.

Developing a personal productivity system that you can trust is a key to success (and sanity). Managing time, email and social media use are also key skills. You also need to know how to limit and maximize meetings, travel smart and properly integrate your work and home lives. And finally, you have to do it all with a great attitude by managing your mood and energy level.

And let’s not forget … you have to actually leave the office to meet with donors, network and build the pipeline.

This has been my framework for success in the nonprofit sector: constant innovation (and testing) with a major focus (okay, addiction) on working efficiently.

What are your thoughts? Join the discussion in our private Facebook group, the Fundraising Fish Fry. @fundraiserchad and the other 315+ fundraisers in the community would love to hear from you!
Chad Barger, CFRE teaches small charities to fundraise more efficiently and effectively, so they can get back to saving the world. He is a sought after nonprofit fundraising consultant, trainer and coach. Chad is the chief strategist and owner of the firm Productive Fundraising.
As a Master Trainer for the Association of Fundraising Professionals, Chad is a frequent presenter at nonprofit conferences. Chad serves as an Adjunct Instructor at Messiah College, teaching their fundraising course.
He is better known to many as @fundraiserchad, a trusted guide to the fundraising tactics and tools that are working today. Every week, Chad publishes free fundraising tips and resources to his popular email list and through his free webinar series. Want in? Subscribe today!

How to Put Fundraising Ideas into Action

22MarMay 7, 2019 By Chad Barger, CFRE

I find that fundraisers spend a lot of unnecessary time chasing the next great thing and worrying about how they’ll come up with new ways to raise dollars for their cause. A productive fundraiser does not do this. For the productive fundraiser, idea generation is an ongoing and innate process. They are constantly collecting ideas and therefore have a fundraising tactic treasure trove constantly at their disposal. It’s not a switch that you turn on at conferences or as your campaign year wraps up — it’s an ongoing process.

There’s a great quote by business guru Seth Godin that shows the value of this approach: “You probably don’t need yet another new idea. Better to figure out what to do with the ones you’ve got.” [sidebar: I had the pleasure of seeing Seth live at AFP’s 2015 International Conference in Baltimore — he’s the best public speaker I’ve ever seen. Don’t miss the opportunity if you get the chance to see him live.]

So, once you take on this mindset, you’ll never have to go searching for great ideas again. You’ll already have them stored away somewhere for future use. Personally, I have a notebook in my online note taking application of choice (Evernote) simply called “Idea Bank.” It’s a collection of ideas, articles, photos, etc. taken from conferences, books, articles, blog posts, conversations, etc. Anytime I think “I like that … that could work for us,” the idea is captured and sent to the “Idea Bank” for future consideration.

Each year I begin the fundraising planning process by scanning my “Idea Bank” for the best two new ideas to implement in the coming year. Yes … two. Not five, certainly not ten, not one, exactly TWO. The key is to find the best two ideas that are immediately actionable and include them in your plan. One should be started right away and the other a few months later. You should also have a few ideas in reserve in case one of the first two don’t work out. As you implement, you should constantly be testing and evaluating how things are working. Don’t be afraid to pull the plug if something isn’t working, but have another idea in your pocket to take its place.

Every successful fundraising plan that I’ve seen has had two new innovative strategies in it … every year. Not two ideas that didn’t work out … two ideas that successfully raised increased funding for the organization. They might not have been the two ideas that were in the plan at the beginning of the year, but they were the two that got the job done.

When you’re always learning, have a system in place to capture great ideas, and are constantly testing new innovative ideas, your fundraising will automatically become more innovative and successful. You won’t even have to think about putting fundraising inspiration into action — it will be second nature.

What are your thoughts? Join the discussion in our private Facebook group, the Fundraising Fish Fry. @fundraiserchad and the other 315+ fundraisers in the community would love to hear from you!
Chad Barger, CFRE teaches small charities to fundraise more efficiently and effectively, so they can get back to saving the world. He is a sought after nonprofit fundraising consultant, trainer and coach. Chad is the chief strategist and owner of the firm Productive Fundraising.
As a Master Trainer for the Association of Fundraising Professionals, Chad is a frequent presenter at nonprofit conferences. Chad serves as an Adjunct Instructor at Messiah College, teaching their fundraising course.
He is better known to many as @fundraiserchad, a trusted guide to the fundraising tactics and tools that are working today. Every week, Chad publishes free fundraising tips and resources to his popular email list and through his free webinar series. Want in? Subscribe today!

How to Write 3 Minute Thank You Notes

18NovJune 12, 2019 By Chad Barger, CFRE

We all know the importance of a prompt, genuine, hand-written thank you note after a donor visit or other key interaction. However, getting that thank you note written and in the mail can be a challenge given the other demands on our time. Here’s a key tip and a simple process to make it easier …

First of all, make sure you always have a stack of thank you notes with you. Keep a stack in your office, keep a stack in your briefcase, keep a stack in your car, etc. Also, pre-stuff them in their envelopes with a business card (but don’t seal them), and pre-stamp the envelope. One of my favorite hacks is to pre-address the envelope before going into my meeting and then leave it on the passenger seat of my car. It’s the first thing I see after my meeting and it takes just two more minutes to finish the note.

But what do you write in that note? You want something that’s efficient, but doesn’t make you sound like an insincere robot? Here’s a simple three sentence formula for foolproof thank you notes:

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

Let’s take a look at an example that I actually wrote last week:

Putting these steps into practice will turn writing a thank you note into a three minute process for you. One minute of prep (pre-stuffing, pre-stamping, pre-addressing) and two minutes of efficient writing. And those will be three minutes well spent that make quite the impression with your donors and key contacts. Just think, when was the last time you actually received a hand-written thank you note?

What are your thoughts? Join the discussion in our private Facebook group, the Fundraising Fish Fry. @fundraiserchad and the other 315+ fundraisers in the community would love to hear from you!
Chad Barger, CFRE teaches small charities to fundraise more efficiently and effectively, so they can get back to saving the world. He is a sought after nonprofit fundraising consultant, trainer and coach. Chad is the chief strategist and owner of the firm Productive Fundraising.
As a Master Trainer for the Association of Fundraising Professionals, Chad is a frequent presenter at nonprofit conferences. Chad serves as an Adjunct Instructor at Messiah College, teaching their fundraising course.
He is better known to many as @fundraiserchad, a trusted guide to the fundraising tactics and tools that are working today. Every week, Chad publishes free fundraising tips and resources to his popular email list and through his free webinar series. Want in? Subscribe today!

Category: Personal Productivity