Tag Archives: customer relationship management

The Role of the Free Agent and Fundraising

This is my second post in my seven-day quest to raise $1100 to provide seven roofs for seven Guatemalan families. In these seven days, I will also be answering your questions and sharing insights gained. This post worked to answer Mezarine’s question: What do you think it would take to help the majority of nonprofits in America retain and train great fundraisers? So far, we’ve raised $295–enough for one of the roofs, and $10 away from raising roof #2. Please donate and spread the word.

UPDATE 11:22am: We’ve raised $1490, enough funds for 9 roofs. But #loveroofs supporters are challenging us to raise enough for all 14 roofs, not just seven. To make this happen, we have $710 still to raise. Do you accept the challenge?

Mezarine–To answer your question, I think non-profits need to understand the power of their network. Specifically, the untapped potential of “free agents.” Stay with me while I explain…

Last week, Beth Kanter and Allison Fine presented at the Personal Democracy Forum about the role of the free agent. For me, my first question was: What’s a free agent? In genius style, they helped us define a “free agent” by sharing with us the story of Shawn Ahmed and his experience with the Red Cross.

Like typical Kanter and Fine posts, I find myself reflecting on this concept of a “free agent” days later. From a contract standpoint, I usually read “free agent” as an independent consultant–however, that is NOT what is meant in this discussion. Here, I see “free agent” being synonymous with the citizen philanthropist or the social citizen. It’s the empowered, empassioned individual. So, then the question becomes–who are these people?

I think customer relationship management is important here. You don’t have to use a slick and fancy CRM system (tho they can help), but mainly, you need to be detailed, diligent and deliberate.

Be Detailed: If you interact with a supporter on Twitter or Facebook or meet someone at a conference and exchange business cards, write it down. The important thing is to get in a habit of tracking your interactions with supporters and potential supporters, where they occurred, the date they occurred, what was discussed, interests, etc. and also important: be consistent in how you log this data.

Be Diligent: You need to be strategically persistent. For example, don’t reach out to a blogger or a potential sponsor with an ask being your first interaction. Get to know the people you want to work with and hope to have support your cause. Get to know your community, take the time to talk with people, know the culture, know the challenges, know the opportunities. This means that you’ll also need to adapt and be creative.

Be Deliberate: When it comes time to make an ask, be specific. Make the ask, the process, and the ability to be an ambassador of a cause fun, popular and easy. Also, make sure that whatever you’re asking, that is supports the true mission and long-term objectives of your organization. And most importantly, be deliberate in your thank you. This might seem too ‘duh’ a thought, but say more than thank you. Keep the conversation going: Ask them what worked, what didn’t, why they got involved, etc.

These are just some initial thoughts–as they say, if [fundraising] were easy, more people would be doing it. These tips might be some ways to attract and recruit supporters, but it might not enough to retain and sustain efforts. Thus, I also think nonprofits should focus on moving its network along the “Ladder of Engagement” as Beth Kanter would put it.

[Side note:  It’s interesting because there’s similiar theories that all relate to moving people along a spectrum–I would LOVE to create a matrix of these on how they all relate.]

What do you think? How would you answer Mezarine’s question? And, what other questions do you have?

flickr credit: erasmuse

Nuggets of Social Change–Round 2

Perhaps it’s the time of year, but has anyone else noticed that more people are churning out more good content? Many different items I come across deserve its own post, however, then it’s on to the next good nugget I find. Thus, I’m going to do these round-ups every once and awhile as I don’t want you to miss out on all the good information.

  • Have a cause or issue that you’re passionate about? If so, you will love this article by Michael Silberman on the Huffington Post. In it, Michael shares lessons learned when it comes to digital organizing from the 350 days movement–what he terms the “most widespread day of political action in history.” I personally like how Michael emphasizes the importance of mission over technology, and how he creatively shows the importance of creative storytelling by effectively telling the 350 days story to us.
  • Are you or your clients curious about the latest and great in customer relationship management models? Web Strategist Jeremiah Owyang recently wrote up an in-depth post that gives an overview of 31 different CRM companies that are worth a look through.
  • Recently, I touched upon how online contests and competitions were growing in popularity–seems it’s still growing. Pepsi recently announced that they were going to fore go Superbowl ads, and instead, create a micro-site slash giving competition called the “Pepsi Refresh Project.” Beth Kanter shared her thoughts about Pepsi’s move following the Chase Bank fund-raising issue as well.
  • Twitter is the Oxford Dictionary’s 2009 Word of the Year. However, another contender could have been the word innovation. Look at Time Magazine’s list of the “Top 50 Inventions of 2009”. Or, check out Popular Mechanics list of “The Best 50 Inventions in the Past 50 Years.” (Guess Santa isn’t the only one making his list and checking it twice this time of year.)
  • Social marketeers: Are you looking to connect with colleagues? Try one of these three upcoming social marketing conferences summed up nicely by Craig Lefebvre. A conference of sorts that I also look forward to debuting is BIBA, presented by Peter Corbett’s iStrategy Labs. BIBA looks to gather big minds with big ideas to make big actions.
  • Because it’s worth mentioning again, did you get a chance to read Philip Kotler’s and Nancy Lee’s article in Stanford’s Innovation Review about Corporate Social Marketing?

A Social Shout-out

Not only are good news items coming up, but I’ve also expanded my RSS reader with some blogs I encourage you to get to know:

Social Herder: If you don’t know Will Robinson, you might want to. Will writes on all things social entrepreneurship, non-profits and general do-goodery. You can catch Will at his blog, on Twitter, or at his current gig with Ogilvy PR.

Justice for All: If you are interested in a mash-up of human rights, social enterprise, democracy and law, then you’ll appreciate the enthusiasm of Northwestern senior Akhila Koliset. Not only do I share an interest in advocating human rights with Akhila, but I continue to be inspired by her passion and the voice with which she writes. You can tell she loves to be inspired as much as she is inspiring–just check out her reading list!

What We Give: You’ve probably heard of this one, but if not, you should. Larry Blumenthal is the director of social media strategy at the Robert Wood Johnson Foundation, and adds much value back to the marketplace through both his blog and on his Twitter stream where he talks about how social media is changing philanthropy.

What about you? Any newly discovered blogs or colleagues you’d like to give a social shout-out to?

PS: Often, these “nuggets” are shared sooner through my Twitter account. If you’re on Twitter, let’s connect @socialbttrfly.