Hello everyone! Elizabeth here with Foundation Center and I'm joined today
by Michael Stein director of partnerships at Every Action. He'll be
our presenter for our January 10th webinar or where we will be discussing
how to plan your best fundraising year. So firstly I wanted to say thank you
Michael I'm so glad you were able to join us today .Thank You Elizabeth it's
my pleasure to be able to join our guests in January. Yeah, great to have you
back yet again Michael is one of our go-to instructors when it comes to
anything digital. So as we get to know your expertise a little bit better I
wanted to ask you Michael why is creating a balanced
communications plan so important when it comes to fundraising? Well I think the
balance is just critical to provide kind of a broad range and types of engagement
with with people and you can't fundraise from people all the time asking for
money all the time and likewise you can't just keep sending people
newsletters. So it's really the the variety of material which is designed to
engage people, show them the different facets of your work
so that that word engagement is a very broad term but it's really intended
to to pull people in so whether they're a volunteer, whether they are a donor, they've
come to your events you know you're you're really trying to present you know
a broad array of material and so really the balance is about keeping people
interested in seeing that you're a well rounded organization and that you know
at the end of the day being a donor can interconnect with with all the other
activities of the organization. So that when you do have your fundraising asks
that it will blend smoothly you know with the rest of the organization's work
and hopefully kind of really connect and make sense for, for your donors.
I I think that's a really great place to start. Um, speaking of starting, I wanted
to ask: what's one thing that participants will be able to start doing
right after the webinar? You'll, we're gonna talk about you know actually
setting up different schedules and different forms of engagement so what's
one thing that they should definitely be able to do to get started?
sure well we're doing the webinar in January which I think is a good a good
time to do it because it allows us to look ahead into the year and so my
favorite thing to ask people to do is to make is to make a plan for the year and
we'll spend you know first the first part of the webinar kind of talking
about you know what does a plan look like? And that connects with your first
question about the the balance. So the plan you know shows not just when you're
going to fundraise but it also has your events it has your various seasonal
activities, it has different types of cultivation, all things that you're going
to be doing. And it allows you to sort of see holistically how the engagement
process is going to work. So to answer your question again you know that having
a plan I think is one of the one of the top outcomes that I'd love webinar
participants to have from from the experience. Yeah, yeah definitely some
very practical tips that Michael's going to give as well as a couple of templates
um of you know just ideas to get started on actually planning these events. So I
wanted to ask you Michael: what is your first hand experience with developing
fundraising plans? Well I spent the last eight or so years you know working at a
direct response agency that focused on fundraising, Mal Warwick Donordigital,
which is has offices in Berkeley California and DC and so my role there
was to manage fundraising campaigns for some of the the US's largest nonprofits
and lots of mid-sized organizations as well. So we dealt, so we basically were
creating fundraising plans and integrating them with other channels of
fundraising that were happening in these organizations and
and also helping to put together the fundraising campaigns themselves writing
writing copy, doing design, and working with designers. And then also working on
digital platforms to put them together and then of course managing a schedule.
So all that kind of practical stuff was really the my bread and butter so to
speak for the last decade or so and one which you know gave me a lot of really
practical experience you know with the everyday life of managing fundraising.
So definitely a lot of the higher-level but also the day-to-day. I know you're always
full of stories and first-hand accounts so I look forward to those as well.
and as our audience continues to get to know you I wanted to ask you if you've
read anything good lately?
Yeah there's always a lot of stuff to read. Here I will just quickly lean down
and grab a copy of one book that I've read recently that I would love to
recommend to folks which is I hope people can see this up here on the
screen is the book is called the Digital Plan, so very appropriate to our topic
and it's written by my good friend Brad Schenck who's based out here in the San
Francisco Bay Area and it's a terrific book on strategic guidance and planning
for all things digital dealing with the web, email, social media and Brad also you
know offers a wonderful series of learning webinars and other things that
people can take advantage of. So anyway: the digital plan by Brad Schenck really a
terrific read and it's only giving me lots of practical practical ideas for
how organizations and nonprofits can supercharge you know their their digital
work for fundraising, cultivation, and donor engagement. Continued learning! I
very much appreciate that, Michael. It looks like you very much love your work
if that's what you're reading when you get home in the evening. With that I
wanted to say thank you so much for sharing your expertise with us today! I'm
excited to actually jump in to the tactics and tools to create that plan
for everyone's year fundraising, their
next year of fundraising. We do have early bird pricing through January 4th
so register today to take advantage. Remember all registrants will receive a
recording of the webinar to watch and re-watch on their own time. So with that
thank you so much everyone! Take care. Thank you. See y'all soon. Bye-bye.
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