Need more hours in the day? Press pause to be more productive.

This is a guest post written by Janice Chan, who often writes for our friends at Wethos over at The Wethos Collective blog. In over a decade in the nonprofit sector, Janice has written fundraising appeals and grant proposals, led social media outreach, managed volunteers, executed rollout plans, managed donor and program databases, and learned the hard way that changing to a new website host means you’d better make sure that donation form still works!

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Feeling burned out? I know this sounds counterintuitive, but put aside your to-do list for 30 minutes. Turn off your notifications, hide your phone, if need be, hide yourself in a conference room where your coworkers can’t find you. (Okay, maybe tell one person who understands the true meaning of the word emergency. You know, in case there is a fire or something.)

Then use that 30 minutes to brainstorm ways that you can get more hours back in your day. It takes time to make time. What would make it easier/less frustrating to do your job? Review everything currently on your to-do list and ask yourself these three questions.

Do you actually need to do this?

The quickest way to get back time is to go down your list and ask, of each item, “What will be lost by NOT doing this?”

At the micro level, this can be steps in a process. One low-lift example: Can you streamline an approval process? Maybe certain people only need to sign off if certain criteria are in play.

At micro and macro levels, re-evaluate wants vs. needs — just as you would with your budget. Maybe you want to run more events to attract new donors, but maybe what you really need to do is focus on continuing to build relationships with grassroots donors. Or maybe you want to revamp your website, but what you really need is a better digital strategy. Perhaps it is worth engaging a team of digital strategists to help you assess what items will have the most impact.

Do you need to do this?

Are you the only person who can do this? It can be scary to let go of things that you’re good at, or that you’ve always done. At the same time, it can be incredibly freeing not to shoulder a particular responsibility all by your lonesome. For example, to go on vacation and know that other people can handle things.

As you go down your list, consider whether any of these items could be good growth opportunities for a colleague. Or, perhaps, it is a tedious task that needs to be done but could be a little more evenly distributed than it currently is. What’s holding you back from delegating? Another low-lift strategy would be writing up a how-to guide (which is also important knowledge management, should you ever win the Powerball) or taking a screencast or training others. Ensuring organizational continuity is always time well spent now to free up your time later on.

Remember to leverage all the people on your team. For example, is your board fundraising? If not, perhaps it’s time to talk to board members about expectations.

Trying to figure out something new? Your nonprofit is probably not the first organization to tackle this challenge. For example, your cause is suddenly thrust into the news and the spotlight, and you need to come up with a fundraising plan yesterday! Or, you could take a page from these best practices in rapid response fundraising from AB Charities.

Is heavier lifting required?

Sometimes it is worth examining the opportunity cost of you doing X, when you could be making a bigger impact in other areas. Maybe you’d like to keep your hand on the wheel, but could get there faster with help, whether it’s extra hands or a particular skill set your team needs support with. There’s no shame in raising your hand — in fact, it requires maturity and confidence to ask for help. It’s what we often encourage others to do.

Admittedly, it can be challenging to ask for help when you’re not sure what you need. Wethos collaborative teams and the AB Charities team are always ready to support you and can even help you figure out what is needed.

Could this be accomplished differently?

We are often so busy getting things done that we forget to pick our heads up and survey the changing landscape — and sometimes we miss things, like technology that might make our jobs and lives easier!

Things you can do this week

Compound time saved with smarter habits

  • Are you asking for every single gift? Learn why you should ask for recurring donations and how AB Charities makes this simple and automatic (for you and your donors).

  • Does this need to be done in the office? Offices can be great for collaboration-heavy projects, but they are full of distractions. When you need to focus on a thinking-heavy project, perhaps it would be better to work off-site.

  • Should this be a meeting or an email or a phone call? Do everybody a favor and make a habit of asking this question regularly!

Invest upfront to multiply your time later

And if it is a thorny project that desperately needs to be tackled? Engaging a collaborative team of experts can help get you over a large one-time hurdle while also providing an opportunity to gain expertise you don’t currently have in-house.

Overwhelmed? Start somewhere, start anywhere — just start!

One pause and one deep breath can lead to another. I wrote this down so that you can come back to the resources and ideas. No need to tackle this all at once. Or alone — the AB Charities team is always available to help you with your digital fundraising, and Wethos collaborative teams are available to support you with a broad range of skill sets.

But now when you get overwhelmed, you can ask those three questions: Do I need to do this, do I alone need to be the one to do this, and could this be done a different way?

This post was written for AB Charities in partnership with Wethos and also appears on The Wethos Collective blog.

3 strategies to leverage technology creatively in raising money

This is a guest post written by Janice Chan, who often writes for our friends at Wethos over at The Wethos Collective blog. In over a decade in the nonprofit sector, Janice has written fundraising appeals and grant proposals, led social media outreach, managed volunteers, executed rollout plans, managed donor and program databases, and learned the hard way that changing to a new website host means you’d better make sure that donation form still works!

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When you don’t have the resources of a large organization behind you, being creative and adapting quickly is even more critical to making the most of what you have. Good news is that technology keeps making it easier to fail fast and pivot quickly without risking huge investments of time or money. Regardless of where your organization is in terms of technological maturity (or how aligned your use of technology is with your mission), there are strategies you can implement at any stage.

One: Choose platforms that provide a solid start.

If you want to leverage technology creatively, choose an online fundraising platform that provides a solid default along with the ability to customize the look and feel on your own. What does this look like for online fundraising? It means the product is designed with thoughtful consideration for the defaults — both how they support your mission-driven organization and a delightful donor experience.

Most of the time, we don’t give a ton of consideration to our defaults. Like when we reach out to our social networks (and only our social networks) when we need to staff up for a project and miss out on great talent who never knew there was an opportunity.

So take time when choosing a platform because that will be your launch pad. As a nonprofit organization, particularly if you’re a small to mid-sized organization, it is probably important that…

  • Your systems can talk to each other so you can work efficiently.

  • You have control over a donor’s giving experience and your branding.

  • You can customize, manage, and maintain this without having a full IT team in-house.

  • You can test and evaluate your efforts.

  • And, if you don’t have the time to, you know the system was designed based on rigorous testing of what is most effective.

Even if you are not looking for a new system right now, it doesn’t mean that you can’t look for new opportunities to optimize your current platforms or try new approaches.

Companies release updates and enhance functionality all the time. Even if you unsubscribed from the product updates, your vendor probably has a blog where you can check out any helpful new features you might have missed and get ideas for using them. Maybe you can even reach out to the vendor’s team and discuss what current features could help you accomplish X better! Or, if you’re looking to strategize across multiple channels (and potentially multiple platforms or systems), consider if it’s worth brainstorming with an outside team of strategy and design experts to figure out how to leverage them together to advance your mission.

Two: Test, test, test.

You know what they say about assumptions. So, how do you know that something is a terrible idea? Okay, maybe some you can recognize right as they exit your mouth, but you still need to throw some spaghetti at the wall before you can tell what sticks.

Technology makes it easier to know what’s working and what’s not. Make use of tracking, reference codes, or features that support A/B testing. If you’re wondering what A/B testing is, it is a basic science experiment: take two similar groups of people; give one group version A and the second group version B. Ideally, there would only be one difference between versions A and B – otherwise it gets very difficult to tell which difference is leading to different results (if they are different).

Platforms like AB Charities make it really easy to test different form titles, blurbs, brandings, videos, and more. However, you can test in any channel. Maybe you’re an elephant sanctuary and you want to see whether you get more clicks on a donation link via social media when you share photos vs. videos. While some platforms may allow you to set up different referral links, you can also compare the stats for the different kinds of posts. You’ll want to know which version they clicked on and you’ll need a way to measure the result (e.g. clicking a link, shares, etc.) depending on what outcome you’re hoping to achieve.

How do you decide what to test?

If data isn’t one of your love languages, sometimes it’s difficult to know where to start. But you know what? Using data to make decisions is something you’re already doing in your daily life. Ever looked at the fuel gauge on your car before getting on the highway and pulled over at the nearest gas station? Congratulations! You’ve made a data-informed decision!

Start with knowing what you would do differently. If one version performs better, what will you keep doing? What would you adjust or stop doing? If it’s not something you could or would change, then find something else to test!

Visualize your data for faster decision-making. Whether your system has dashboards, or you’re making a quick and simple Excel chart, you want to be able to look at your data and immediately know whether action is needed or if you should keep doing what you’re doing because it’s headed in the right direction.

Make adjustments based on what you learn. Dashboards are super useful for checking in to see if you need to change course, but only if you actually make those adjustments. If you’re wondering how you’ll do this on top of everything your team already does, consider adding some temporary capacity. Just as technology allows you to test and pivot quickly without a major investment, bringing on a freelance team allows you to benefit from the insights of specialists without having to add a permanent position (or search for a unicorn!) when you’re trying out new things.

Start small. Start light. Just start. It will be easier to keep the testing and learning and experimenting momentum going once you’ve gotten started and it becomes part of the way you do things.

Three: Remember that it is about the people.

Just because you haven’t met your donors in person doesn’t mean you can’t build a relationship with them. From the updates and acknowledgements you communicate to using social media to empower your supporters to advocate for your cause online, take advantage of the ways in which technology can help us (and our work) transcend borders.

Try out new or unexpected ways to engage with your supporters (and potential supporters).

Grow your network and deepen your connection with current donors.

  • Your supporters are proud to support you! Make it easy for them to spread the word with social share graphics.

  • Speaking of empowering your donors to share the amazing work you’re doing, have you tried peer to peer fundraising yet?

Customize your appeals for different audiences so that they have a great experience.

  • You probably have different versions of thank you letters based on how the gift came in or what it was for, right? If you have very different types of fundraising campaigns, or very varied types of supporters, consider creating different donation forms specific to each audience or appeal for a cohesive experience.

  • Provide more options when people sign up for your email lists. Giving your supporters more control over the content they receive means they’re more likely to hear about what they’re already interested in, and you can better tailor your emails.

Take advantage of viral moments and hot topics.

  • Whether it’s the next ice bucket challenge or current events that suddenly make your work top of mind, you’ll want to be able to take advantage of it. In addition to creating a topical donation form, consider setting up a landing page for new website visitors.

  • Consider whether to add ads (promoted posts on social media, Google AdWords, etc.) to the mix.

And for as much as we’ve talked about people being donors, don’t forget about other people! This includes volunteers who might be able to help you identify great stories to share, non-development colleagues who might have a new idea for you to test out, vendors who want to support your organization with even better tools, or a platform like Wethos, which will match you with a freelance team best suited to help your nonprofit strategize and think creatively about testing ideas or executing what you’ve already learned by leveraging the latest technology.

Just as the future of fundraising relies on getting everyone aboard, the future of work means finding a way to grow your team’s capacity sustainably.

This post was written for AB Charities in partnership with Wethos and also appears on The Wethos Collective blog.

5 Steps to Flip the Ladder Sideways and Grow Your Grassroots Donors

This is a guest post written by Janice Chan, who often writes for our friends at Wethos over at The Nonprofit Revolution. In over a decade in the nonprofit sector, Janice has written fundraising appeals and grant proposals, led social media outreach, managed volunteers, executed rollout plans, managed donor and program databases, and learned the hard way that changing to a new website host means you’d better make sure that donation form still works!

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Ever played that team building game, “All Aboard”? You’re in a group and you are given say, a hand towel or a telephone book (showing my age here, I know), and the goal is to get everybody on board without anyone having a foot touching the ground. Depending on the variation or the prop used, the boat may get smaller (e.g. towel is folded in half) or your group may get bigger — and still you need to get everyone on board without any feet touching the ground.

Often, working at a nonprofit organization can feel that way. You’re trying to serve the same number of people with fewer resources, or serve more people with the same amount of resources. This metaphor is not only apropos to programming, but to fundraising as well. You’re trying to raise funds from more supporters (get more people on board) with the same number of staff or resources. And yet, the more you raise, the more people (donors and clients) you can get on board.

It does not need to be an endless game of chicken, egg, chicken, egg.

That’s why you focus on major gifts and/or grants, right? We know it’s important to respect donors at all levels, but in terms of where we spend our fundraising resources (time, budget, attention), it is clear that we prioritize funders who can give large gifts. But it’s easy to take those smaller dollar annual gifts for granted — just send or share it out to enough people and build our lists and followers because it is a small percentage of volume, volume, volume.

Or is it?

We tend to believe, particularly if we are smaller organizations, in the myth of scarcity. That if we spent time focusing on small-dollar donors, it would take away from the time we spend on major gifts and grants, and that would cause much bigger problems if we didn’t have those. We act as if this were a game of musical chairs instead. And so we close ourselves off to the people who could help us.

Worse, we leave people feeling like their contributions won’t matter unless they can write a check with more than two digits in front of the decimal point.

The trick to playing “All Aboard” is that when you have more people, you can use each other to hold all of you up. The more people you have, the more people you can get on board. This is not musical chairs. But you have to involve every person on board.

One, value small-dollar donors.

Valuing small-dollar donors isn’t simply the right thing to do; it’s a key part of any smart fundraising strategy. Small-dollar donors provide increased revenue, can be more vocal supporters and ambassadors for your organization once they’ve invested in your work, and can donate multiple times.

Valuing donors is not about what we say but whether our donors feel like they matter to us. You know how we rush to address whatever it is that a major donor, funder, or board member raised as an issue, no matter how small? Or how we otherwise pay attention to all aspects of their donor experience? Sometimes it’s because they are important details; sometimes the details are simply important to them. Donor experience is key at all levels. What if we took the same care and put the same level of thought into how all of our donors experience supporting our organization?

Note that I said thought, not necessarily time. Often, we know more than we give ourselves credit for knowing. Like the fact that increasing numbers of donors give via mobile devices. Or that A/B testing is an effective way to experiment and see what works best for your particular donors.

But getting there seems overwhelming and, as a small or medium nonprofit, like it’s out of our league. However, technology advances all the time but so do the services available. Customizable, data-driven online fundraising platforms are no longer as out of reach as you think — not in cost or in staff capacity to manage and maximize.

Two, create a plan to grow the number of small-dollar donors.

Giving Tuesday doesn’t just magically happen as some type of positive penance amid the Cyber Monday hangover (Cyber Monday also not being a natural consequence of Black Friday).

Grassroots fundraising can change the game if you’re intentional about it. What does intentional look like? There is a strategy, there are planned efforts to grow the number of small-dollar donors, and these efforts are tracked, measured, and evaluated to inform future efforts. These strategies don’t have to break the bank, and the right expertise is also not as out of reach as you think! (Not entirely sure what you need? Platforms like Wethos offer free consultations that can help you define your project prior to hiring a freelancer.)

And remember how we talked about involving every person on board? Traditionally, fundraising has been about moving donors up the ladder of engagement over time, from smaller annual gifts to larger major gifts. But that’s ignoring a subset of donors who, for various reasons, wish to give lower amounts, or who perhaps would rather give smaller amounts more often, a.k.a. recurring gifts.

Flip the ladder of engagement sideways, like a platform you can build on. Challenges and matches can be a successful strategy for getting people on board, while giving your major donors a new way in which to support your organization and grow your capacity.

Three, set a goal to encourage recurring gifts from small-dollar donors.

Yes, we can ask small-dollar donors for recurring gifts, and yes, we can receive them. Even if the amount per donation is lower, the recurring nature means that a donor will likely give more than if you had asked them for a one-time gift. For example, you might only get $25 as a one-time gift but the same donor might be willing to pledge $5/month for 12 months (and $5 x 12 = $60).

You know what else? It is also a sign that this donor is more connected to your cause and your organization, which means they will probably be more likely to respond to your other calls to action. It’s also easier to ask friends to give when, hey, you support this organization every month.

Want recurring gifts? As with all fundraising, you won’t get what you don’t ask for. Build this into your strategy and your online giving forms. (Or take the time-saving approach and choose a platform like AB Charities where recurring gifts and management of them is already built in.)

Four, for any goals, figure out how you’ll evaluate your progress.

A big benefit of grassroots fundraising? Sample size. This makes it much faster to figure out what’s working and what isn’t. And whereas some donors may be fairly forthright about why they did or didn’t give to you, raising money online also gives you the benefits of tracking things like how many people visit your online donation page without clicking through — and where they dropped off in the process.

Five, apply what you’ve learned to value your grassroots donors.

And like that Brian McKnight song, we are back at one.

Best practices are not without merit, but they are not based on your particular organization or your supporters. Use what you learn to continue to figure out how to make all your donors feel valued, respected, and like their contribution matters. This will change over time. Good thing is that so do the tools and resources available to us.

You do what you do because your organization believes in our capacity to be better, in our capacity to make the world better. Believe in the capacity of your grassroots donors.

All aboard!

This post was written for AB Charities in partnership with Wethos and also appears on their blog, The Nonprofit Revolution.