Category Archives: Fundraising

Ask Dalya: How can a nonprofit CEO, Director, or Board member facilitate successful grantseeking?

Q: How can a nonprofit CEO, Director, or Board member facilitate successful grantseeking?

A: Grantseeking is a team sport. As a nonprofit CEO, Director, or Board member you can help guide your team to victory — but you can’t do that if you hang back on the sidelines.

If your nonprofit is like the vast majority out there, you need (at least some) grant income to advance your mission in your community. Your role as a leader is to marshal the right strategy and resources so your grantseeking team can succeed.

Whether your team consists of staff, consultants, and/or volunteers, you need to help set (or at least know) the game plan so you can manage effectively. Without your vision and planning, your team will lack direction, priorities, and motivation.

Even if you are not personally involved in your organization’s day-to-day grantseeking activities, you need a solid grounding in how grantseeking happens. That is, you need to know what to expect from the process and how you can help it along. By preparing for success you will increase your likelihood of attaining it.

I’ve spoken with leaders of many new (and not-so-new) organizations who have not properly prepared for grantseeking. They simply want to see more money come through the door right away. Unfortunately, it doesn’t quite work that way. They have often been disappointed.

In my experience, strategic leaders who are starting or upgrading their teams’ grantseeking efforts best position their organizations for success when they:

  • Frame grantseeking as a team effort that enjoys strong investment from the organization’s leaders: in the form of timely information, adequate human resources, and appropriate planning
  • Encourage an attitude of ongoing partnership between the organization (the entity that makes changes in the community) and funders (the entities that underwrite those changes)
  • Model a sense of openness and curiosity about what makes the most sense in the current funding climate, from a funder’s point of view
  • Routinely share specific plans for accomplishing their mission and evaluating their activities’ outcomes and impacts
  • Establish community collaborations that the grantseeking team can leverage
  • Prioritize funding needs for at least 6-12 months at a time
  • Meet with their grantseeking team on a regular basis to strategize and define responsibilities

Is grantseeking high on the agenda of a CEO, Director, or Board member? It should be. Without the support of nonprofit executives, even the strongest grantseeking teams must often watch opportunities pass them by.

To learn more, join me for my February 15 free webinar, Grant Strategy for CEOs, Directors, and Board Members: What You Need to Know to Succeed.

[By the way, you can find more “Ask Dalya” questions and answers HERE.

Ask Dalya: First person or third person in grant proposals?

Question: I’m working on a grant application, and I find myself referring to our organization both in the third person and the first person.  The third person sounds more professional, and I feel more comfortable “bragging” about our accomplishments in the third person.  But the first person sounds warmer and more personal, and I think it tends to convey greater ownership/passion. Which approach should I take?

Answer: This is a common situation, and there is no hard and fast rule about  it. I have seen both.

Personally, I tend to go mostly with the first person but use the organization’s acronym when it seems feasible and appropriate (not to overdo the “we”, to get the funder familiar with the organization’s name, and to sound official).

By the way, your focus should be more on what you do for and with the community and less on you, as much as possible. The third/first person issue should not be that big of a deal; don’t let it disrupt your flow.

PS: You can find more “”Ask Dalya” questions and answers HERE.

Chronicle of Philanthropy: Keep Jargon Out of Fundraising Appeals

One recent morning a very interesting email came across my desk. It was from a reporter at the Chronicle of Philanthropy: Could I offer any words of wisdom about jargon in nonprofit fundraising appeals?

Hmm…where shall I begin?

My thoughts, combined with those of other experts in the field, came out in an article published earlier this month. While only subscribers can read the full text, you can start with this excerpt:

Stakeholder. Leverage. Consensus building. Paradigm shift. These are just a few of the words and phrases that drive some communications experts crazy when they pop up in fundraising appeals.

Such jargon tells potential donors next to nothing. And as people’s attention spans grow shorter, a direct-mail letter or an email littered with such phrases may fall flat with the people you want to reach.

Jargon often creeps into fundraising appeals because the authors become too comfortable with office parlance. They forget to think about whether people outside of the organization will understand the letter, email, tweet, or Facebook post. Continue reading

Ask Dalya: Do funders hold all the cards in grant relationships?

Question: It seems that foundations and other funders hold all the cards in power relationships with grantseekers. Is that true?

Answer:

At first glance, it definitely can appear that way. It may feel like you are “begging for money” with a virtual tin cup. You may even get nervous when you prepare to speak with a funder one-on-one.

That’s totally understandable. (FYI, many foundation program officers used to be in grantseekers’ shoes so they can empathize with your sweaty palms.)

But while grantmakers hold the purse strings, by no means are they the only ones in the relationship who should be confident, empowered professionals.

Look closely at the situation. Continue reading

Nonprofit thank you notes get creative and strategic

I, like many people, do my share of year-end giving to my favorite nonprofits in December. Of course, December and January are usually super-busy times of year for folks who process all of those donations!

I was pleased to receive some very grateful and thoughtful thank you notes from the organizations I supported. I wanted to share one specific letter that stood out. It comes from my local food bank, the Alameda County Community Food Bank, to be exact. You can see a copy of it below:

CCF01252016_0004It starts out expressing gratitude and welcoming me to their community, and goes on to briefly  explain what my contribution will do.

Notice that it has a large photo of a child in the upper-right corner and the letter talks a bit about her, a representative of their clients.

This one-pager is short, simple, sweet, and to the point. It also lists the tax ID number at the bottom, as well as the address and affiliations.

That’s all pretty standard best practice.

The most interesting part was the PS and the insert that came with it. Continue reading