FundRaiser Blog

The FundRaiser Software Blog is an excellent resource for nonprofit organizations looking to learn more about fundraising, donor management, membership management, and much more.

Kim Klein

Kim Klein

Kim Klein has not set their biography yet

 

Dear Kim,

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Dear Kim,

We receive a significant number of donations in honor/memory of individuals. Most are one time donations. Is it proper to add these donors to our ask list?

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Dear Kim,

We work with refugees and immigrants, providing legal services, workshops and even sanctuary in some churches. I have been reading a lot about fundraising metrics recently and wonder how much time I should spend figuring out our retention rates and return on investment and that kind of thing? We have three paid staff: I am the development director and we have an executive director and a director of programming. We have about 100 volunteers and serve 2,500 people a year, and growing. We have about 1,000 individual donors as well as a number of faith-based organizations who are partners in a variety of ways. Sometimes we make money from workshops. We are all stretched thin but I want to run a good development program. What is the value of all this data?

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Dear Kim,

I have a multipart question.  We want to start doing thank-you calls but often don’t have donor phone numbers. Is it creepy to get their phone number from the white pages? Should we require a phone number on our donation page so we can capture phone numbers going forward?

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Dear Kim:

You often advise asking people who have been giving you a certain amount of money for many years to consider giving more.  But how do you do that without making them feel you were not grateful for what they have already given?

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Dear Kim:

I was recently hired by a community health center as the Fundraising Manager to implement the first-ever Annual Campaign. Our organization is over 30 years old and thriving, but it has been funded primarily by patient fees and grants until now. We are working on developing our business identity, including re-designing our logo/tagline and creating publicity materials to use for the campaign. Do you have suggestions of key elements to include as part of an information packet for cultivating donors? My plan is to get samples from other community agencies in healthcare, as well as organizations that are guided by the same values in their work even if different in scope, including policy/advocacy organizations, universities, and environmental groups. We are working on developing content, working off of the Case for Support, but I don’t know the best practice for deciding what to include and how to present it.

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Dear Kim,

How many times do you ask someone for a meeting to discuss a major gift? We are in a small, quiet major gifts campaign. Solicitors have gotten an initial interest when talking with prospects when they have invited them to an event which they cannot attend but say they are interested in our mission. Then the solicitors get into a lot of voice mail and phone tag when trying to set up a meeting or extend an invitation to another event. Do you get to a point where you just give up–and if so, when is that? Or do you come right out and ask them if they want you to stop bugging them? Or do you try to connect with them indefinitely? This has been going on for 4-5 months in some cases.

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 Dear Kim,

I am new to development and I have heard several contradictory things about the kinds of acknowledgements I should be sending to donors. Someone said we are required by law to send a thank you for every gift and someone else said you have to subtract the value of anything you send to the donor. Then someone else said that you only have to thank people who give over $250 and someone else said you are not allowed to thank people unless they request it and on and on. I know you say, “Thank before you bank” but that doesn’t sound like a law as much as a good habit.

~Help!  

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Dear Kim:

I am the first development director for a full-service humane society that has been operating for 125 years, and I have been on the job less than a year. We have a $1. 5 million budget ($500,000 coming from a county contract). We have always operated in the black, but unfortunately, not much analysis and goal setting have ever been done. There is no strategic plan in place, and we are heading into a capital campaign to build a new shelter and have many needs on the horizon. To top it off, the Executive Director is also new, and we are both working fast and furiously to evaluate as much as we can and to get a plan in place. I have been working on an overall development plan and the article, “Creating a Budget for Fundraising” is very helpful. However, do you know if there are specific percentages or guidelines as to how much the development office should raise in relation to the overall budget? For instance, when I worked in fundraising at an independent school, I raised 6-7 percent of the total budget. That was fairly average at that time. Because there has been little tracking and overall analysis, I realize that we are going to need to look at each direct mail piece, each special event to create budgets and to determine overall purpose. Any help you can give is appreciated!

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Dear Kim:  

A small family foundation run by a friend of our board chair promised us $10,000 at the beginning of the year and they have not yet paid it. Our board chair was recently told by her friend that the foundation probably wasn’t going to be able to pay because the market had wiped out a lot of their assets, but I can’t understand why they didn’t pay sooner.

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Dear Kim,

I am writing to you as a donor. I give away 10% of my income every year and support about 25 organizations with donations in the $20-$50 range with a few at $100. I live on social security but I don’t have many expenses so I can do this. But I read recently that gifts of $20 and $25 aren’t that useful to organizations because it costs so much to process them. The article said to make fewer gifts of higher amounts. I like giving to a lot of organizations but I don’t want to waste their time (or my money.) You are in fundraising so what do you think?

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ORGANIZATIONS THAT WANT TO GROW and thrive in this century need to be clear about three things:

1. Givers give. In the United States, 70 percent of the adult population makes regular donations to nonprofits. Many thousands more give money in much more informal ways such as helping homeless people asking for money on the street, buying raffle tickets and products from schoolchildren, and giving money to friends and relatives in need. More people give away money than vote, than volunteer, or than attend any house of worship. These people are going to give to your organization, or they will give to another one.

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Dear Kim,

I am the executive director of a small environmental justice organization focused on organizing a community to stand up to a large and highly polluting CAFO (Concentrated Animal Feeding Operation.) We have recently had some victories but need to keep pushing. One of our board members comes from quite a wealthy family and he has been very generous himself plus raised a lot of money from family and friends. But recently we needed an extra $10,000 very quickly so I went to him and he said he couldn’t give anything right now. I didn’t say anything but I was really upset. The man has more money than all of us put together! I need to get him to change his mind. How can I do that?

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Dear Kim,

I am about to take the plunge. For years I’ve listened to many fundraisers stress the importance of segmenting your donor lists. For a variety of reasons including laziness, being too busy, and poor software, I have not yet done this.

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Dear Kim,

I am the director of a very small nonprofit organization that provides programs and services to adoptive families. We are considering starting a membership program. I really don’t know where to start. Levels? Benefits? Any suggestions?

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Dear Kim,

I am the director of a membership nonprofit and our board is thinking about changing us to a non-member organization to help us refocus our efforts to serve our clientele, clean up organizationally and become more streamlined and efficient. Would this be a mistake and how tough is it to do this? What is the real question we should be asking ourselves to help determine whether we should be a non-member or member nonprofit?
—Members Only

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Dear Kim,

I am the board chair of a small organization in a very rural (1,000 pop) town. We are not on the tourist track and, if we were to face the truth, we would admit that in 20 years our town probably won’t exist. Our organization helps seniors stay in their homes, which in our case are sometimes quite scattered over a large area. We have some government funding and a couple of events plus about 50 regular donors and two dozen really wonderful volunteers. I say all this because I have read your stuff and really find it useful, except for the advice to move people off the board who don’t help with fundraising. We have several board members who won’t help with fundraising but are active volunteers and actually good board members otherwise. They are very firm in this conviction. (They all make their own gifts.) We just don’t have the population that would allow us to find other board members but I don’t like the feeling we have now which is that some people help with fundraising and others don’t. I want everyone to feel they are part of fundraising. Any suggestions? 

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Dear Kim,

Would it be tacky to add to our mailing list names of people from whom we have received tribute donations — in particular, the families of people for whom we receive “in memoriam” donations? In my eagerness to enlarge our donor base, I’m wondering if I’m wandering into the realm of bad taste? What do you think?
—All alone with my memory gifts

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Dear Kim,

I sit on the advisory committee of a regional program whose mission is to fight racism and educate the public about celebrating diversity. They are hoping to increase their coffers by starting a membership program. I agreed to do some research into:

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Dear Kim:

How does a really good organization get foundation funding?  I know from your books that you don’t recommend relying on grants, but it seems like they are a help for getting programs off the ground.  I have used the Foundation Center’s database, which is great, and I have identified potential grantmakers, followed instructions, but so far have nothing to show for it.  I took an online course on grant writing and, I hope without sounding arrogant, I feel I know how to write a grant.  But it seems like you need to really know somebody to get grant money.  Can you share any secrets? 

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memorial giving event management donor attrition phoning donors membership programs reports data analysis Excel increasing giving amounts case study GoFundMe project donor attrition rate Thank You social media annual campaign Resiliency upgrading donors GivingTuesday tribute gifts communications community broadcasting flash sales board members ROI membership benefits thank you letters LYBUNTS fundraising letters pledges announcements gift entry small donations the Ask capital campaign grants data entry new leadership donor loyalty major donors change of address updating operating systems general NCOA processing targeted mailings data conversion government grants Codes donor slip Facebook nonprofit fundraising disaster relief End of Year Letters segmenting donors understanding giving trends donor overview lapsed donor accounting software correspondence Donor Portal user spotlights membersip benefits Groupings on site training tax summary letters look and feel major gift prospects grassroots campaign Company culture premiums donor retention rate community arts nonprofits moves management National Change of Address word processor training building donor relationships foundations upgrade donor contact information tech tip alumni Congratulations community supported gardens publicity materials Reporting to IRS budget office volunteers development director custom page fundraising campaign management corporate sponsors motivation advanced tab support online donations monthly giving training tip updates backing up data charity golf tournaments mission driven operational costs In-Kind gifts appeal letters relationship tracking donation history add ons spreadsheets volunteering product news in honor of donations customer service solicitors features

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