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7 Fatal Donor Presentation Mistakes, 7 Best Practices

Posted By OKCNP, Friday, August 13, 2021

by Craig Clemons

Good Gravy! Quit boring your audience to death. Far too often, fundraisers, volunteers and well-meaning Board Members put audiences to sleep instead of delivering an informative, compelling and inspirational message.

Below are some flawed techniques and deliveries…along with considerations for a better (more effective) approach.

Some General Rules: The average presentation should run no more than 15-25 minutes. Best Practices ‘sprinkle in’ a hand-raising survey, audience interactivity, animation, a fly-through video, a testimonial speaker (2-3 minutes is nice) or some other interactive element. Go ahead and promise your audience that you will deliver remarks/wrap up in 20 minutes and cover Q&A at the end. This sets up focused attention and (hopefully) no one will be studying their smart device for this short window.

So here are 7 bad approaches observed by Clemons & Associates:

1. Too long, too much information. If using a visual slide show (and 77% of individuals receive information visually so this is a good idea), limit to no more than 15-20 slides and 1-3 concepts/bullets per slide. A good rule of thumb (average pace) is :60 second per slide.

2. Practice, Practice, Practice on delivering a high-energy, authentically-impassioned presentation. If a presentation is boring, 10 minutes can seem like 10 hours.

3. Reading the slides. Don’t you dare read the same text word for word represented on the screen. Your audience is not likely a class of 4th Graders.

5. Lack of interactivity or testimonials. You can wear your Sunday best and be a supreme orator but you will get the audience’s full attention if you showcase an Educator, Student, Staffer, Recipient…whose life was/is changed from a benevolent gift. Be thinking how to curate, direct and facilitate meaningful ‘story sharing’ moments from select constituents.

7. Room Set-Up and Technology. I highly suggest these three tactics: a) ask host about smart TV, monitor/screen, speaker array and ability to ‘screen share’ from your PC; b) arrive early (one hour?), set up and test systems; work through all bugs and check visuals and audio; c) have a back-up plan in place which might involve a friendly technician should things go awry.

Now that we’ve covered the “Seven Sins,” the below tactics will help deliver an impactful, beautiful and effective (high close rate) presentation:

1. Interactivity. Think of the endless opportunities for the speaker to interact with a top donor, an impassioned staffer, a thankful student/program recipient, a special volunteer, a committed Board Member or other representative.

BONUS IDEA: If a donor is in the room which gave six or seven figures in the last campaign, highlight his/her philanthropic spirit and ask if they will share a few comments (give them notice in advance and gain their permission; they will likely appreciate a few notes surrounding metrics/outcomes from last campaign).

2. Enthusiasm and Passion. It’s a crying shame when so much energy/effort takes place to successfully gather stakeholders, prospects…only to fail on message delivery with the right amount of inspiration, motivation and enthusiastic messaging.

3. Length and Structure. Practice delivery with your team, volunteers, spouse or dog at home ensuring you can deliver all points (and include your metaphors, humor and antidotes in your practice) aiming for specific allotted time before taking Q&A.

4. Clear Message. Be sure to limit your key points to three or four concepts and be sure they are well-framed and thoughtfully positioned (crystal clear). Practice on a ‘mock audience’ before standing in front of donors/business leaders/philanthropists.

5. Visuals. We are HUGE fans of visuals. We worked with a media agency and spent $35,000 on a branded campaign film to enthusiastically explain our project with music, voice over and high-end renderings (we raised $108 million in three years). The point is: you might want to spend operational monies in order to compellingly communicate opportunity via Fly-Through, Video, Animation, Live Streaming with recipients or stakeholders or other visually-rich element.

6. The ‘Ask’. 99% of the time, you should deliver the Call to Action and make the ‘ask’ at the end of your campaign presentation and compelling case for support. Don’t be shy; your audience is usually sophisticated and wants to know ‘what is it you are looking for’ anyway. Be genuine. Be honest. Be diplomatic but passionate in your solicitation. And genuinely thank your audience for their time, attention and consideration.

7. Post Presentation. Be sure to engage all key attendees (the donors) even if it’s a quick handshake, hug or expression of appreciation. If you get a “come see me” from an attendee, this is usually a good sign you have inspired their philanthropic intentions and a pledge/gift could be discussed at your coffee meeting.


Tags:  Development  Fundraising  Resource Development 

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At What Point Is a Person a Development Director?

Posted By Dan Billingsley, Wednesday, January 27, 2021

I have been a fundraising professional for 24 years. Whether I was writing grants, designing direct mail pieces for donors, helping to plan events for fundraising or stewardship, or giving tours of a nonprofit, I acted as a fundraising professional.

Being a fundraising professional certainly has its perks. I have taken a donor to church, then lunch, then shopping (but gave up a Sunday for that), helped another donor replace about 20 light bulbs in her apartment (she was “height challenged” and certainly appreciated the work I did on getting her place illuminated), made lots of airport runs with donors and board members, and most recently dropped off some lasagnas for a donor who broke her leg.

That’s what we do with our donors. We go above and beyond!

But there is a big difference between a fundraising professional and a “Development Director.” A fundraising professional takes care of our donor needs. They communicate. They serve. But a development director truly “directs.” A chief development officer is going to oversee all of the various components of a fundraising program at a nonprofit. This person will drive the strategy as well as the processes that must happen to be successful.

In short, this is my definition of development director:

Professional Thanker

Asker

Event Planner

Grant Writer

Grant Reader

Marketing Expert

Mental Health Expert

Bill Collector

Public Relations Spinner

Mess Cleaner

Board Member Wrangler

CEO Supporter, Dissenter, Best Friend and Greatest Critic

Bartender

Cheese Plate Creator

Negotiator

Closer

Contract Reviewer

And 1,000 more …

 

These are not qualities found in many people. I know that negotiation is a skill I have but bill collection can be tricky and challenging. I have delivered great news and bad news. I never avoid the bad news anymore because I usually get great advice followed by a check.

Unfortunately, I have a lot of friends who are CEOs looking for development directors, but many are getting resumes for young fundraising professionals. Now don’t get me wrong. Early in my career, I was aggressive. In fact, I remember interviewing for a director level position for a major health care provider in Kansas City when I was just 27. The CEO was so gracious and knew I was green. I caught up with her a few years ago when she retired. I sent her an email and thanked her for even giving my green self an interview. She sent the sweetest response and said, “I saw potential in you and I’m so glad you’ve realized it.”

For CEOs out there needing a “development director,” be honest about what you need. Strive to create a job description for the chief development officer that is really a partnership with you and the board. But if you’re looking for a fundraising professional, develop a description and plan for someone who may have a good skill set but has a ways to go. And be clear to set a path so that they may grow from grant specialist to development manager.

And to young development and fundraising professionals – I say “Be Bold.” If your job description only contains events, grants or stewardship, start asking for more work. Learn about donor cultivation. Observe a fundraising call. Ask to attend a board meeting to learn more about governance. To be a development director, you need a wide set of skills and lots of experience – good and bad.

And don’t ever hesitate to help a donor with something. The relationships I’ve made over the past 20 years have come from those less-than-formal interactions with board members and donors. I’ve carried a few purses, changed a few light bulbs, picked up candle holders at Pier 1, and every interaction has taught me something.

My friend, Randy Parsons, owns an antique store on Western Ave. It’s the store with the chicken in front. Randy raised money for decades and he will tell you the number one thing he learned. You have to love your donors and know what you’re doing. That comes with age, experience and wisdom.

Today, I wish that at 27 I would have had the wisdom and experience I have now. But I sure wish that now I had that same level of self-confidence or maybe self-annihilation that would make me apply for a major development position at 27.

Get out there and Be Bold!

Tags:  Development  Fundraising  Marketing  Public Relations 

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