Thoughts on Fundraising – Online, Mobile, Direct Mail

This week’s disaster in Haiti has again highlighted online fundraising, as well as an expanded role for text messaging to raise money.  Apparently giving through your mobile phone is now a viable option and doesn’t always involve large fees to carriers – see post from Tech Soupinterview with Katya Andresen and CARE2′s advice that it’s Time to Get Mobile.  How sad it is that logistics have made it difficult to get the help to those in need quickly (hopefully this will change shortly).   Whatever channel you prefer, please give to the charity of your choice.

Hopefully, it won’t only be disasters that sends donors online.  Network for Good offers 5 Trends That Will Affect Online Fundraising in 2010.

But please don’t throw out the old tools when implementing the new.  Direct mail still has its place but this doesn’t mean that we shouldn’t try some new approaches.  As Steve MacLaughlin writes, Direct Mail is Not Dead, but single channel communication is.

Thanks to Katya and Jocelyn Harmon for this week’s session on how to thank donors.   It’s amazing to me that some nonprofits still don’t always acknowledge gifts, other than a generic auto reply (and sometimes not even that).   And don’t only communicate with your constituents when you’re asking for money – this is a year-round dialogue.

Report from Boston Technology Conference

On June 5, 2007, I participated in a panel at the Boston Technology Conference which discussed how CRM and CMS tools can be effectively used by nonprofit organizations.  Below are some major points:

CRM: A set of processes and supporting technologies used to acquire, retain, and enhance the relationships with all different constituent groups who interact with an organization.

CMS: Software tools that allow non-technical users to update a website without having to be a website designer.

Chris Atwood of SalesForce discussed how a CRM is used for marketing, sales and customer service.  He also mentioned the importance of identifying constituent groups (e.g. donors, volunteers etc.), outlining processes and workflow and the role of nonprofit staff in managing, analyzing and reporting donor data.  While Chris’ presentation was clearly not product specific, he pointed out that all nonprofits may receive 10 donated licenses to use SalesForce through Sales Force Foundation.

I then presented on how content management tools can be used to quickly add / edit / remove web content, and described types of CMS products (e.g. locally installed, hosted, open source vs. proprietary) available.  I also outlined several variables to consider when selecting a CMS:

  • Staff expertise
  • Frequency of site update
  • Approval levels needed
  • Type of site content
  • Budget
  • Stability of vendor
  • Integration with other systems
  • Availability of support

I also discussed the issue of whether to integrate CMS and CRM tools.  Integration provides the advantage of being able to easily send out segmented emails and web site content oriented towards specific groups of constituents.  Joomla, an open source CMS products which was presented briefly by Pradeep Suthram of PicNet, is especially strong in this area,   PicNet’s Nonprofit Soapbox, a hosted CMS tool based on Joomla, was also mentioned.

We ended our presentation with a recommendation of various resources:

Thanks to Tech Foundation for sponsoring this conference and to Chris & Pradeep for sharing their expertise.