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Nov 02, 2023 •286 likes •1.34k views

How to Fix Your Productivity to Amp Up Your Results @fundraiserchad Who is this guy? And why does he think he knows what hes talking about? career fundraiser Raising funds for causes you care about shouldnt mean working 60+ hours per

  1. How to Fix Your Productivity to Amp Up Your Results @fundraiserchad

  2. Who is this guy? And why does he think he knows what he’s talking about?

  3. career fundraiser

  5. Raising funds for causes you care about shouldn’t mean working 60+ hours per week, forever.

  6. A confession …

  8. systems guy 1) Focus on the basics 2) Build the system 3) Put it on autopilot

  9. #prod oduct uctiv ivit ityn yner erd

  10. 12 areas that the productive fundraiser should focus on to fulfill their organization’s mission by working smarter, not harder

  11. 50% productivity 50% fundraising

  12. But what do we mean when we use the term PRODUCTIVITY?

  13. how you do it what you do efficiency effectiveness

  14. sli slides des? productivefund uctivefundraising.c raising.com/res om/resource ources @fundraiserchad

  15. #1 Manage Your Time, Energy & Attention @fundraiserchad

  22. TEA Framework productive uctivefund fundraising.com/resource raising.com/resources

  23. #2 Have a Plan & Make Daily Progress @fundraiserchad

  24. Have a plan, period. productive uctivefund fundraising.com/resource raising.com/resources

  26. #3 Avoid Meetings & Maximize Those That You Can’t @fundraiserchad

  29. X X

  31. X

  32. I. Call to Order II. Introductions III.Consent Agenda A. Minutes B. Executive Director's Report C. Committee Reports (no requiring action) IV.Financial Report V. Strategic Discussions VI.Old Business VII.New Business VIII.Adjournment

  33. Who is going to do what by when?

  34. #4 Learn Something New Every Day @fundraiserchad

  35. If it ain’t broke, don’t fix it.

  36. productive uctivefund fundraising.com/resource raising.com/resources

  38. #5 Play Your Part to Promote Donor Retention @fundraiserchad

  39. 45% Fundraising Effectiveness Project (FEP)

  40. RETENTION > ACQUISTION

  41. productive uctivefund fundraising.com/resource raising.com/resources

  42. Be creative & stand out

  46. #6 Develop a Personal Productivity System That You Can Trust @fundraiserchad

  48. “Your mind was meant to be a factory, not a warehouse.” – Mike Vardy

  49. productivefund uctivefundraising.c raising.com/res om/resource ources

  50. capture everything

  54. #7 Regularly Meet with Supporters & Let Them Do The Talking @fundraiserchad

  58. Chad’s Favorite Donor Visit Questions So, as you know I wanted to speak about ABC Charity today … • What do you know about us? • What first led you to become involved with our organization? • What excites you about our current programming? • What could we be doing better?

  59. #8 Hold Focused Special Events for the Right Reason @fundraiserchad

  60. BE BE H HONES EST How many events does your organization run?

  61. how many?

  63. hold no more than 2 fundraising events per year

  64. successful events require 4 months of staff focus (3 prior & 1 after)

  66. productivefund uctivefundraising.c raising.com/res om/resource ources

  67. What should be the primary purpose of a fundraising event?

  68. And And w wha hat t ty type e of of do donor nor?

  69. Image Credit: imarketsmart.com

  70. The primary purpose of fundraising events should be to find new individual donors.

  71. #9 Proactively Manage Your Email @fundraiserchad

  73. The average executive receives 116 emails per day! source: Rory Vaden, 2019

  75. schedule & triage

  77. #10 Evaluate, But Don’t Over Analzye, Results @fundraiserchad

  79. 9 point performance index 1.Participants + Non-Responders 2.Income 3.Expense 4.Percent Participation 5.Average Gift 6.Net Income 7.Average Cost Per Gift 8.Cost of Fund Raising 9.Return Credit: Jim Greenfield

  80. Solicitation Performance Index based on James M. Greenfield's Nine-Point Performance Index PERFORMANCE INDICATOR SOLICITATION 1 SOLICITATION 2 SOLICITATION 3 SOLICITATION 4 SOLICITATION 5 SOLICITATION 6 SOLICITATION 7 SOLICITATION 8 SOLICITATION 9 TOTALS - Solicitations Made/Sent - 1. Participants 2. Income $ - 3. Expense $ - 4. Percent Participation #DIV/0! 5. Average Gift #DIV/0! 6. Net Income $ - 7. Average Cost Per Gift #DIV/0! #DIV/0! 8. Cost of Fund Raising 9. Return #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! DATA YOU ENTER productivefund uctivefundraising.c raising.com/res om/resource ources

  81. #11 Seek Work Life Harmony, Not Balance @fundraiserchad

  85. work self home self just be your self

  87. ana analo log g ho hobb bby, y, wi with th no no in inpu puts ts, , pr prac actic ticed ed we weekl ekly y = = sy synth nthes esiz izing ing ti time me

  88. #12 Love Your Donors & Steward Them Appropriately @fundraiserchad

  90. THASKING

  92. call script Hi (donor’s name). I’m _____________ (your name) from ____________ (charity). I’m calling today to thank you for your recent donation. It means so much and we wanted to tell you personally how grateful we are. [pause] If you have just a few seconds, I’d love to know what prompted your gift? [pause] productive uctivefund fundraising.com/tune raising.com/tune-up up Thank you for taking the time to speak with me today. Have a wonderful day!

  94. The 3 Minute / 3 Sentence Thank You Note Formula sentence 1 = what you saw / what happened sentence 2 = the impact of what you saw on you or your organization sentence 3 = what you appreciate about the person’s role in what you saw

  96. 5 before 10 (Wendy Taylor)

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