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Sponsored by: Practical Strategies for Writing the Annual Appeal Ron and Sue Rescigno October 15, 2013 Use Twitter Hashtag #4Glearn Part Of:

Practical Strategies for Writing the Annual Appeal

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Writing a fundraising appeal is hard work. What’s effective for one organization may not work for another one. We’ll discuss ways to reduce the aggravation and to increase the chances of your letters bringing in more money. Think of this workshop as a treasure trove of ideas and examples to help you when you write your next appeal. To write a successful fundraising appeal, it’s important that you understand donor motivation and donor response.

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Page 1: Practical Strategies for Writing the Annual Appeal

Sponsored by:

Practical Strategies for Writing the Annual Appeal

Ron and Sue Rescigno

October 15, 2013

Use Twitter Hashtag #4Glearn

Part

Of:

Page 2: Practical Strategies for Writing the Annual Appeal

Sponsored by:

Practical Strategies for Writing the Annual Appeal

Ron and Sue Rescigno

October 15, 2013

Use Twitter Hashtag #4Glearn

Part

Of:

Page 3: Practical Strategies for Writing the Annual Appeal

Sponsored by:

Protecting and Preserving the

Institutional Memories of

Nonprofits Since 1993

www.cjwconsulting.com

(866) 598-0430

[email protected]

Part

Of:

Page 4: Practical Strategies for Writing the Annual Appeal

Sponsored by: Part

Of:

Coming Soon

Page 5: Practical Strategies for Writing the Annual Appeal

Sponsored by:

Today’s Speakers

Hosting:

Cheri J Weissman, CJW Consulting & Services, Inc. Assisting with chat questions: Jamie Maloney, 4Good

Part

Of:

Sue and Ron Rescigno Vice President & President

Rescigno's Marketing Connections

Page 6: Practical Strategies for Writing the Annual Appeal

Practical Strategies for Writing the Annual Appeal

708.974.2600

RESCIGNO’S MARKETING CONNECTIONS

Ron & Sue Rescigno

Page 7: Practical Strategies for Writing the Annual Appeal

What you will learn:

•Why people respond to appeals

•How an appeal letter should be like a

personal visit

•What donors really think about the appeals

they receive

•The characteristics of effective appeals

RESCIGNO’S MARKETING CONNECTIONS

Page 8: Practical Strategies for Writing the Annual Appeal

The Basics

A direct mail fundraising appeal should have:

1. An envelope (outer)

2. A reply device

3. A return envelope

1

2

3

RESCIGNO’S MARKETING CONNECTIONS

Page 9: Practical Strategies for Writing the Annual Appeal

Donor Motivation, Donor Response

A. Why people respond

B. Appeal should be like a personal visit

C. What donors really think about the appeal

D. The characteristics of effective appeals

RESCIGNO’S MARKETING CONNECTIONS

Page 10: Practical Strategies for Writing the Annual Appeal

Why Do Donors Give?

Donors give because…

•you ASKED

•they have disposable income

•giving is a habit

•they believe in your mission

•they want to make a difference

•they seek public recognition

•your mission offers HOPE

•they feel a sense of belonging

RESCIGNO’S MARKETING CONNECTIONS

Page 11: Practical Strategies for Writing the Annual Appeal

Why Do Donors Give? (continued)

Donors give because…

•the organization listens to its donors needs

•they are receiving insider information

•your mission validates their beliefs and values

•giving eases fears and guilt

•for the tax benefits

•giving is their duty

•they feel it is better to give than to receive

•you gave your donor options

RESCIGNO’S MARKETING CONNECTIONS

Page 12: Practical Strategies for Writing the Annual Appeal

Personal Visit

Your appeal should be just like a PERSONAL VISIT

Think of your letter as a SILENT DIALOGUE

RESCIGNO’S MARKETING CONNECTIONS

Page 13: Practical Strategies for Writing the Annual Appeal

NOW

LATER

TRASH

RESCIGNO’S MARKETING CONNECTIONS

Page 14: Practical Strategies for Writing the Annual Appeal

Silent Questions

Silent Questions are basic questions that

donors or prospective donors might ask

Be sure your letter ANSWERS those questions

You should be able to anticipate and answer

questions of readers

Engaging in a dialogue is the straightest path

to a gift

?

RESCIGNO’S MARKETING CONNECTIONS

Page 15: Practical Strategies for Writing the Annual Appeal

Rejection

Two ways your appeal can end up

REJECTED:

•You have a very small window to

engage with your reader

•The text in your appeal doesn't

speak to the reader

Question to ask yourself: does the appeal I’ve written

spell out the benefits the reader will receive as a result

of giving a gift? Always answer this in your appeals

RESCIGNO’S MARKETING CONNECTIONS

Page 16: Practical Strategies for Writing the Annual Appeal

The Clock is Ticking

Your objective is getting the reader to READ the

text

How do you get them to open the envelope?

How do you create a first impression?

Are the benefits obvious in the first few

seconds?

This can be done easily through pictures,

headlines, and underlined words and phrases

RESCIGNO’S MARKETING CONNECTIONS

Page 17: Practical Strategies for Writing the Annual Appeal

If you’re not giving them answers, you

will get inaction

Donors are skeptical

Human interest stories go over well –

play to emotions

Format and design affect how and what

your donor will understand

Lessons We’ve Learned…

RESCIGNO’S MARKETING CONNECTIONS

Page 18: Practical Strategies for Writing the Annual Appeal

1. It is a solicitation from one person to another

2. It is an opportunity for the reader to meet personal

needs or achieve personal desires by supporting a

worthy charitable aim

3. It invites the reader to take action that is specific

and immediate

Talk about the impact individual gifts have on

the organization’s ability to better the lives of

those they serve

3 Attributes of an Effective Appeal Letter

RESCIGNO’S MARKETING CONNECTIONS

Page 19: Practical Strategies for Writing the Annual Appeal

What YOU Need to Answer BEFORE You Write:

1. What is the purpose of the appeal?

2. What do the people you’re writing to have in common?

3. What facts may be true about the majority of your prospective

donors?

4. What is the mood of the people you are writing to?

5. What is the relationship of these people to your organization?

6. Does your reader have a personal connection to your mission?

RESCIGNO’S MARKETING CONNECTIONS

Page 20: Practical Strategies for Writing the Annual Appeal

What YOU Need to Answer BEFORE You Write: (continued)

7. What are you going to ask people to do?

8. What is the minimum gift you are asking for?

9. What else do you want your reader to do?

10. Why are you sending this appeal?

11. Who will be signing the appeal?

12. What is the connection between the need you are expressing and

the person who is signing the letter?

RESCIGNO’S MARKETING CONNECTIONS

Page 21: Practical Strategies for Writing the Annual Appeal

What YOU Need to Answer BEFORE You Write: (continued)

13. Is there a connection between the signer and those who will read

the letter?

14. What are the signer’s feelings and thoughts about the mission?

15. What are the tangible and intangible benefits of giving?

16. Why do readers of your appeal need to respond right now?

17. Is there a deadline for responses?

18. What’s going to happen if responses ARE NOT received before the

deadline?

RESCIGNO’S MARKETING CONNECTIONS

Page 22: Practical Strategies for Writing the Annual Appeal

Ask these questions:

WHO? who will sign the letter?

who will get the letter?

WHAT? what do you want the reader to do?

what will the reader get back in return?

WHEN? when do you want the reader to respond?

WHERE? where will the proposed action take place?

WHY? why should the reader respond to the request?

HOW? how will the proposed action make a difference?

RESCIGNO’S MARKETING CONNECTIONS

Page 23: Practical Strategies for Writing the Annual Appeal

The FUNDRAISING CONCEPT

The first step to developing a successful Appeal Letter is developing the

Fundraising Concept

•Now answer these questions in

one paragraph as specifically as

possible

•Write in first person singular

•Address it to that one individual

who will be receiving your letter

This one paragraph is the concept for your appeal

RESCIGNO’S MARKETING CONNECTIONS

Page 24: Practical Strategies for Writing the Annual Appeal

Fundraising Concept: to DONOR

Because you’ve been so generous to the Center in the past, you’ve heard from

me from time to time about exciting new developments here. I’ve told you

before how far we stretch your contributions to serve the underserved in the

Community. Now, a renewal gift from you of as little as $25 will go twice as

far as before! Your $25 will help house the homeless children of the

Community by enabling the Center to buy $50 or more worth of lumber and

tools-because your gift will be matched, dollar for dollar, by an anonymous donor

through the Center’s new Matching Gift Program. That way, you’ll get double

the

satisfaction from your act of generosity-and bring new hope to twice as many

of your neighbors in the Community.

RESCIGNO’S MARKETING CONNECTIONS

Page 25: Practical Strategies for Writing the Annual Appeal

Fundraising Concept: to PROSPECTS

You may not know me, but I’m sure you’re familiar with the Museum, which has

been the centerpiece of my life during the past 20 years of my tenure as the

director. I’m writing to you, a fellow resident of the City, because I want you to

be among the first to know about t he Museum’s unique new Charter

Membership Program. As a person who appreciates the finer things in life, you’ll

cherish for many years to come each magnificent issue of our new bi-monthly

magazine on the visual arts. You’ll receive the magazine absolutely free of

charge as a Charter Member of the Museum. And you’ll have the satisfaction of

knowing that your Charter Membership contribution of $45, $75, $150, or more

will help us to showcase the exciting work of emerging new artists in our

program.

RESCIGNO’S MARKETING CONNECTIONS

Page 26: Practical Strategies for Writing the Annual Appeal

Contents of The Package

Basics of the Appeal:

•Outer envelope

•Letter/Card/Size

•Reply device

•Return envelope

Things you should also consider…

•Email

•Images that connect your Appeal’s goals

to your website and social media sites

RESCIGNO’S MARKETING CONNECTIONS

Page 27: Practical Strategies for Writing the Annual Appeal

P.S.

The P.S. in a letter is read first 90% of the time

Think of the P.S. as the final drive to action

Use the P.S. as an opportunity to convey:

•the deadline

•the dollar-for-dollar match

•the families who will benefit

Remember: the function of the P.S. is to involve and motivate the

reader to turn to the lead of the letter

RESCIGNO’S MARKETING CONNECTIONS

Page 28: Practical Strategies for Writing the Annual Appeal

The Body of Your Appeal

Go ahead and TELL THE STORY

SHOW the benefits the reader is going to receive

RESCIGNO’S MARKETING CONNECTIONS

Page 29: Practical Strategies for Writing the Annual Appeal

Visuals

Decide which points you want to visually point out

Highlight things that appeal directly to your reader

•This can be through:

images

underlined words or phrases\

bolded statements

This is an easy way to:

•accent the benefits offered in

your appeal

•answer readers’ questions

•make your letter easier to read

WARNING: use this sparingly. If everything is highlighted as

important, it loses its importance.

RESCIGNO’S MARKETING CONNECTIONS

Page 30: Practical Strategies for Writing the Annual Appeal

Reply Device

Personalize your reply device

Your reply device should:

•affirm the donor’s decision to take the action requested

•restate the fundraising concept

•detail the benefits to the donor

•guide gift processing

RESCIGNO’S MARKETING CONNECTIONS

Page 31: Practical Strategies for Writing the Annual Appeal

What About A Teaser?

Entice your reader to open the mail

Your teaser BETTER:

•Challenge

•Question

•Intrigue

RESCIGNO’S MARKETING CONNECTIONS

Page 32: Practical Strategies for Writing the Annual Appeal

Now you have a successful Appeal

Any Questions??

708.974.2600

RESCIGNO’S MARKETING CONNECTIONS

Page 33: Practical Strategies for Writing the Annual Appeal

Thank you!!

RESCIGNO’S MARKETING CONNECTIONS

708.974.2600