Blackbaud Will Buy Convio – My Thoughts

Having watched many nonprofit vendors combine over the years, I probably shouldn’t be surprised by this week’s news that Blackbaud intends to acquire Convio.  But since the companies have taken such different paths with contrasting cultures, it’s hard to imagine that a merger will go smoothly and provide significant benefits to nonprofit customers.

Blackbaud’s most popular product has long been Raiser’s Edge, which provides unmatched functionality but is also beyond the financial reach of many small to medium nonprofits.  Despite efforts recently to make it more web based, RE is still primarily locally installed.  Of course Blackbaud has bought many other companies over the years which provide web options, such as eTapestryKintera, and PIDI, so many that it’s often hard to know how the multiple products all fit together.

In addition to its foundation online marketing platform (now Luminate), Convio took a significant risk by developing Common Ground, a web application built on Salesforce.  While Common Ground offers much less functionality than software like Raiser’s Edge, it offers the strong advantage of being able to connect well with other products due to its Salesforce infrastructure.  (Integration between platforms has been a major issue at every nonprofit I’ve worked for.)

While Blackbaud has been most active in acquisitions, let’s not forget that Convio also bought GetActive – and the transition of GetActive customers to the Convio platform was long and painful.

As many of my colleagues have said this week, it’s hard to know how this acquisition will pan out, and which products will continue to be maintained.  I have friends at both Blackbaud and Convio, and I can only hope that the inevitable personnel shakeup will be handled respectfully.

In my view, this merger may have the effect of reducing competition and innovation, which is always a bad thing.  However, this may also be a wake up call for those organizations who have not discovered the benefits of using open source solutions which are not tied to the fate of a particular vendor.

If you’re on the Progressive Exchange and Nten email lists, I encourage you to read the comments of my colleagues Peter CampbellMichelle Murrain, Robert Weiner , Allen Gunn on Aspiration Tech and Alyson Kapin’s on Frogloop.  Also see Nten’s take and then join the free Nten conference call this Wednesday to further sort out what is likely to come next.

Have You Seen These Recent ‘Top 10′ Lists for Nonprofits?

Apparently, like many of us start off a new year by making resolutions, so should nonprofits.  Recently I’ve noticed many top ten lists, focusing on online fundraising, communications and technology.  Kivi Leroux Miller’s offered 10 Changes to Make in 2012, Network for Good published 10 Resolutions to Make (and Keep) for Online Fundraising and Marketing Success in 2012, and Convio provided 10 Ways to Kick Start 2012 Fundraising.

My favorite takeaways (mentioned in many of these lists):

  • Examine how your website and email communications read on mobile phones and tablets.  This is how more of your constituents are accessing your content now
  • You don’t have to recreate the wheel.  Our nonprofit colleagues are incredibly generous with their knowledge.  Learn from other people (like Beth Kanter or Nancy Schwartz) and organizations (like Nten and Idealware) that offer multiple resources to help your nonprofit succeed online (and off)
  • Learn more about your supporters by analyzing information you probably already have: website statistics, email analytics, registration forms, polls / surveys – then use this data to better segment your communications

But as Kivi said during her webinar that described her recommendations in detail, it’s not enough to just read or listen to these suggestions.  What will you do this month to apply these ideas at your organization?

Reviewing 5 Years at Nonprofit Bridge

Next month will mark my fifth year since beginning my blog at Nonprofit Bridge.  Since my first post on Jan 23, 2007, I’ve expanded my focus well beyond technology and providing a place for ‘positive thoughts.’  Below is part 1 of my favorite posts (to be continued next week):

More highlights from past posts next week.  Meanwhile, thank you for reading my thoughts for the past five years.  I wish you a wonderful 2012!

Are You Working Between the Holidays?

I’ll be in the office next week, as I suspect many of you will be (especially if you are wrapping up your year-end fundraising campaign).  Here’s some ideas to contemplate for for 2012:

  1. Ask some friends (who aren’t familiar with your organization) to critique your nonprofit’s website.  Are they able to quickly understand what you do?  Is it easy to donate or sign up for your email list?
  2. Analyze your website analytics, Facebook insights data so you know what’s working best with your constituents.  And don’t forget to segment your audience.  Debra Askanase explains more
  3. Go back to the basics – find new ways to build your email list (via Idealware)
  4. Encourage your staff’s professional development by supporting their participation in organizations such as Nten, which will have its annual conference in April and sponsors informational webinars and live 501 Tech meetings throughout the US throughout the year.
  5. Saying thank you to donors is always an good idea, but it’s also crucial to make sure your staff and volunteers feel appreciated for their hard work.  As my friend Shana Masterson recently tweeted, “You might not be in a position to reward someone (financially), but u can always acknowledge the work they’ve done.”
  6. To make your meetings your effective, make sure an agenda goes out to participants in advance and a summary is sent shortly afterwards – it’s a simple project management technique that can insure that everyone’s on the same page
  7. Help someone who is in transition.  While unemployment figures seem to be dropping a bit, there are still many people who are struggling.  Reach out to colleagues who need encouragement and support.

Have a healthy and peaceful holiday and a wonderful new year.

How To Make Your Nonprofit Multi-Channel

Why is it so difficult for nonprofits to implement a multi-channel communications / fundraising strategy, even though integrated campaigns have been proven to outperform single channel approaches?  In the Agitator, Roger Craver says the main problem is silos, where departments operate separately from each other – even though this is directly opposite from how most constituents view an organization.

This point was driven home a few days later during a webinar by Convio and HJC on How Nonprofits Become Integrated Fundraising Organizations, which offered these tips on how a nonprofit learn to take advantage of the benefits of a multi-channel approach?

  1. Getting buy-in from senior management
  2. Planning / investing in systems and process to encourage departments to cooperate instead of compete
  3. Remove silos from teams and departments so they naturally collaborate towards mutually developed goals
When I asked why this going multi-channel is so difficult, HJC’s Mike Johnston replied ‘inertia – nonprofits are used to doing things the way they always have.’  Interestingly, smaller organizations may find it easier to create a culture where integration takes place.

My take: start by using an integrated editorial calendar which includes upcoming direct mail solicitations, email marketing campaigns, website updates, social media etc. Beth Kanter offers this way to get started (thanks to Lightbox Collaborative)  This will at least avoid the embarrassment of saying different things in different channels.  Then, make sure results are measured for an overall campaign instead of by department or by type of outreach.  Constituents use many ways to communicate;  it’s about time we did the same.

For a great primer on how to effectively use different communication channels together, view slides from Idealware’s recent webinar.

End of Year Fundraising Appeals – What Works

It’s December, so it’s not surprising that my mailbox has been filled with nonprofit fundraising appeals recently.  I really don’t like direct mail (even if I eventually donate to these organizations, I will do it online), but receiving these solicitations does help me to stay current on what techniques work best in attracting my attention.  Below are three examples of what I found interesting enough to read in detail:

  • Americares sent a paper bag with an appeal written on the outside so I didn’t even have to open it to read.  The headline – ‘we filled this bag with words…so you might fill it with medicine.’
  • Christopher & Dana Reeve Foundation used the more traditional four page letter, but it described the progress of someone who had benefited from the organization’s work and it was interesting enough so I read to the end
  • Doctors Without Borders sent a ‘Year in Review,’ describing their work in 5 countries including photos and personal narratives by medical staff
  • Mazon described ’8 Myths About Hunger in America,’ compelling me to read all eight to find out what was true and what wasn’t

In the end, I donate to these nonprofits because I believe in the work they do, not in how creative their direct mail materials are.  But with the many solicitations we’re all receiving this month, it definitely makes sense for an organization to find a way to stand out from the crowd.  At least for me, the above nonprofits did a good job in keeping my attention.

My recommendation – if your nonprofit sends direct mail, coordinate it with an online campaign that reinforces the message using website, email marketing and/or social media (and mention the website in the direct mail piece and vice versa). This will help get the attention of others like me who usually toss direct mail solicitations after a quick glance.

How to Be Thankful To Your Supporters

With Thanksgiving arriving next week in the US, it’s a great time to think about gratitude, especially to constituents who are long term supporters of your nonprofit.  Here’s some easy actions you can take now:

  1. Do something special for those who have supported your organization for many years, even if their gifts aren’t considered ‘major.’  In my view, regularity of donations is as important as larger contributions which arrive less frequently.  Make sure you segment out these loyal donors so you can customize your messaging communications.
  2. Say thank you without necessarily asking for another donation.  Describe a recent accomplishment that has been made possible by the constituent’s gift.
  3. Ask supporters in what channels and how often they want to be communicated with – and then respect these preferences.  Sometimes I get so many solicitations from organizations I support that after a while, I stop paying attention – especially if they all come through direct mail (I prefer online)
  4. Make it personal – ask board members or staff to acknowledge and thank contributors through recognition at events, brief phone calls or personalized emails / letters
  5. Review auto replies that are sent when an online donation is received – and then send additional thanks through other channels (even a well written auto reply is still an auto reply)

And don’t forget to thank your nonprofit staff, who probably earn less money for more hours than if they worked in the for profit sector, and your board members, who are giving their valuable time (and money) to help your cause.  Expressing appreciation costs nothing, so why not make it a practice year-round – not just at Thanksgiving.

What’s New in ePhilanthropy

If you’ve been wondering when you can build your nonprofit page on Google+, now’s the time.  Heather Mansfield offers help on How to Create a Google+ Page For Your Nonprofit. Also view this video by John Haydon.  Here’s Beth Kanter’s take.  But the jury is still out on whether Google+ pages will prove to be as popular as Facebook pages.

Frustrated trying to keep up to date with Facebook?  Get help in John’s Tactical Guide to Recent Facebook Changes and sign up for next month’s bi-monthly Facebook features update from Common Knowledge.

Planning to roll out a new website with Drupal?  Have you already launched, but finding it difficult to manage how to manage content edits and approvals?  Join Michelle Misner and I on Nov. 29 to learn How the NYPL Successfully Project Managed a New Drupal Website.  (It’s free if you’re a Nten member!).

Speaking of Nten, I’ve just signed up for next spring’s annual Nonprofit Technology Conference in San Francisco.  Please register now to lock in the lowest rate.  It’s always the premier event of the year for the #nptech community.

It’s year-end fundraising season again.  Get a jump start by reviewing Farra Trompeter’s online fundraising tips, Convio’s How to Get Your Holiday Appeals Opened and Jeff Brooks’ reminder to Avoid Common Fundraising Mistakes, e.g. remembering that you are not your donor.  And of course, don’t forget to plan a multi-channel campaign.

If you’re in NYC, join us at next week’s 501 Tech NYC event;  this month we’ll chat about Google for Nonprofits.  Also if you manage a nonprofit website, sign up for the next quarterly gathering of the Not-for-Profit Webmaster Round Table, planned for mid-December.

Request to Charities I Support – Get to Know Me

Although I’ve made most of my contributions online in recent years, most of the nonprofits I support continue to send me direct mail asking for my support.  Very rarely am I asked about my communications preference – e.g. would you prefer to be contacted through email?  And even when I usually make annual donations, it’s a bit frustrating to get solicitations continually during the year.

But it is enlightening to compare different nonprofits’ communication styles, such as:

  • tieing in a donation request with a current issue which is affecting many of us – the still tough economy and high unemployment rate
  • a letter which begins with a promise that this organization would NOT be sending address labels, calendars, invitations to expensive dinners, nor will it use poignant photos to appeal to my emotions
  • a matching gift opportunity which offered a double match instead of the usual 1 for 1
  • details on exactly how past and future donations will be used
  • explaining specific benefits I will receive by donating at various levels
  • requesting a ‘suggested’ gift based on a  one-time donation I made many years ago, not on the most frequent annual contributions I’ve made since
Note to charities I support - while I understand that direct mail is still useful at times, I made the switch to go online long ago.  Give me the option to decide how I want to hear from you – and how often.  Don’t bribe me with premiums that will increase your fundraising costs.  Show me specifically how my gifts have made a difference.

What’s New in ePhilanthropy

Among the many tips offered at Friday’s session on Facebook Tactics That Get Results offered by M&R Strategic Services and Nten was the reminder that very few Facebook fans will visit your page – they will mostly see your posts in their newsfeed.  (So why invest in expensive custom Facebook tabs?)  Surprisingly, you are penalized for posting from third party services such as Tweetdeck and HootSuite (read more on why these posts are less likely to appear in your newsfeed then if you post directly on Facebook).

How do you get more engagement – i.e. likes and comments, which will give your posts more visibility?  Use different types of content, including photos and videos, and ask constituents to take a specific action – especially those that will result in providing their email address so you can build your list.  (Did you know that you lose 18% of your list each year through unsubscribes and email addresses that no longer work?).

Idealware offers help on measuring your results on social media and Frogloop advises on how well as how you can manage data across multiple channels.  Jocelyn Harmon offers some simple advice on why constituents don’t donate.

Many nonprofits rely heavily on volunteers, yet their importance has often been overshadowed by those of lucky to have ‘paid’ work.  LinkedIn now offers a section to highlight volunteer experience and causes, which will help nonprofits to find its most loyal supporters.

Sept. 11 was a sad day, marking a decade since we lost almost three thousand people in New York, Washington and Pennsylvania.  What can nonprofits learn when the unthinkable happens?  Here are some lessons and another view of the effect on nonprofits as we recover from a very emotional day yesterday.  Ten years ago, I worked for Cross-Cultural Solutions, which was able to help to coordinate recovery efforts in NYC after the horrible event.