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We know the fundraising cycle. Identification, cultivation, solicitation, stewardship. It's the backbone of how we think about moving donors from first impression to lasting partnership. But as I was writing this week's email for you - committed to talking about three principles that build stronger donor relationships: curiosity, authenticity, and accountability - I realized they align with the cycle we're already following. Here's a fresh way to look at it. Authenticity is how we cultivate. Maybe they join your email list, come to an event, or sign up to volunteer. Those experiences are first impressions - and the first step to a deeper connection. Emails that sound like a real person wrote them. Events that give attendees a look at the actual work and provide time for real conversation. The candid update that shares what's hard alongside what's working. The meeting invitation that's honest about what it's for. Authenticity isn't just an individual personality trait. It's how your organization (and team) shows up - consistently, across every touchpoint. And what can turn a first impression into a first gift. Curiosity is how we solicit. Authenticity opens the door but curiosity isn't far behind. Because that's where you find the connection between a donor's philanthropic goals and your organizational mission. Pick up the phone after a gift comes in. Say thank you - then ask "what inspired you to give?" (Btw, this is one of my favorite fundraising habits.) Curiosity is what uncovers alignment. Potential. And timing. Every question we ask, every piece of information we learn, tells us how to ask smarter. Accountability is how we steward. Did you follow up after the meeting with answers to questions you didn't have on the spot? Did you report back on the gift? Did you do what you said you would do? Working with a past client, I spoke with a donor who gave during the fund-the-need at the previous year's gala. It was nearly time for the next event, and she had no idea what happened with the project she supported. Was it fully funded? Completed? When we think of donors as investors in the work, it's our responsibility to keep them in the loop - without waiting to be asked. That donor deserved a personal update. So did everyone else who gave to that project. A letter, an email, a gathering - the channel matters less than the intention. And getting the right update to the right donor requires knowing who gave to what (that's where segmentation steps in). Accountability can show up in small ways too. A follow-up call. A handwritten note. Gestures that say you were paying attention. The cycle is the framework. The principles are how you do it well. I'd love to know - did this reframe land for you? |
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Curiosity. Authenticity. Accountability. Three elements that help turn transactions into meaningful donor relationships. And my plan was to dig into what these look like in action... until a client coaching call reminded me that the first step is actually making room for them. Which is often the the bigger struggle for smaller fundraising shops. Because teams are busy. Planning the next event. Writing the annual report. Preparing for the board meeting. And somewhere in all of that, the phone...
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Yesterday on LinkedIn I shared the 'unusual' strategy we used for a 300-person fundraising event – along with a moment leading up to it that made me VERY nervous as a new director of development. Based on views, shares, and saves, I can tell it made people curious. You can check that out here (and add your thoughts!). When I wrote it, I was thinking about the small fundraising shops in the trenches right now, prepping for their big annual gala. They are a LOT of work. And often the strategy,...