When it comes to nonprofit fundraising, one thing is clear: Your mission is the heart of your organization. But while your cause drives everything you do, a strong, memorable brand is what helps you stand out and attract the major gifts that will take your work to the next level.

Whether you’re at a large, established institution or running a smaller startup nonprofit, your brand should reflect who you are, what you stand for, and how people can get involved. A polished brand boosts credibility and builds trust, but a memorable one moves people to action.

Before thinking about logos, colors, or marketing campaigns, start with the foundation of your nonprofit brand: your mission. What drives your organization? What problem(s) are you solving? What’s your CEO’s vision for the future? These aren’t just feel-good statements – they should be at the core of every message you share.

Example: The Monson Free Library

This small library in Maine has embraced its fun and quirky side by creating TikTok videos that showcase the staff’s personality while highlighting their programs. By tapping into the creativity and passion of their team, they’ve built a brand that’s as unique and welcoming as their services. The community now sees the Monson Free Library as more than a place for books – it’s a place to have fun, get involved, and support something bigger than themselves. Learn more.

Actionable Tip: Start by asking yourself these questions:

• What do we stand for?
• How do we create positive change in people’s lives?
• What kind of emotional connection do we want to build with our audience?​

Answer these clearly, and you’ve got the heart of your brand. Everything else builds from there.

When you think of branding, visual elements like logos, color palettes, and fonts come to mind. These are crucial for creating a consistent, professional presence. But let’s be real – sometimes, nonprofits get so caught up in the “rules” of branding that they lose the ability to stay nimble. There’s a balance between maintaining brand integrity and being flexible enough to seize opportunities in the moment.

Many nonprofits create brand guides with rigid rules for logos, colors, and language. And while I love a good style guide, if these guidelines slow you down or make it harder to engage donors, it’s time to rethink them. A major gift might hinge on a timely, heartfelt social media post or a quick thank-you email. If your guidelines require three layers of approval for every little thing, you could miss your moment.

Example: The Trevor Project

The Trevor Project underwent a major rebrand in 2019, replacing a formal font and muted colors with a bolder typeface and a vibrant, colorful design. The updated branding, along with fresh messaging and visuals, emphasized inclusivity, hope, and support for LGBTQ+ youth. The change strengthened their identity as a safe, approachable, and supportive organization while making them more visually appealing to young people. See their rebrand.

Actionable Tip: If your branding guidelines feel like red tape, ask yourself:

• Does this branding choice serve our mission, or is it just a formality?
• Can we be more flexible in how we communicate without losing integrity?

​Now, let’s talk about the most important aspect of branding – your story. Whether you’re crafting an email appeal, a social media post, or a campaign landing page, your messaging should inspire action. Major donors don’t just give to organizations; they give to stories they believe in. That’s why it’s essential to center your messaging around the people you serve and the change you’re driving in the world.

People want to feel emotionally connected to your cause. Show them the impact they can have through the eyes of those you help.

Example: St. Jude Children's Research Hospital

St. Jude’s branding and messaging revolve around powerful, emotional stories of families whose lives have been transformed by their medical care. These stories create a deep personal connection, inspiring donors to give and stay engaged. Explore their storytelling approach.

Actionable Tip: Incorporate donor-centered language into your messaging:

• Focus on what the donor’s gift makes possible.
• Share authentic stories of people whose lives have been impacted by your work.
• Use visuals (photos, videos) to bring your cause to life.

A memorable nonprofit brand is more than a logo or a catchy slogan – it’s a vehicle for connection. It drives donor engagement, cultivates long-term support, and inspires major gifts. To build a brand that resonates, focus on three key principles:

1. Be flexible enough to adjust messaging and tactics based on current events, donor feedback, or unexpected opportunities. Don’t let rigid branding guidelines hinder meaningful engagement.
2. Be authentic in your communications. People give to organizations that feel genuine and trustworthy, so let your mission shine through every touchpoint.
3. Be consistent in your message and visual identity across all channels – your website, social media, and email appeals. Consistency builds recognition and trust over time.

Branding isn’t about flashy logos or catchy taglines – it’s about making an emotional connection with your supporters. When your brand reflects your mission, values, and unique story, it becomes a powerful tool for attracting major gifts and building lasting relationships.

Your nonprofit’s story is powerful. Make it memorable. Make it matter. And don’t be afraid to let your passion shine through.

Now – it’s your turn. Have you been through a rebrand? Was the process the transformation you hoped for? Do you feel your branding guidelines and processes support your fundraising work or hold you back? Let me know in the comments!

​Cheers!

PS - I hope you’ll continue the conversation by subscribing to Real Deal Fundraising. When you subscribe, you’ll get my e-newsletter, which includes the best articles on fundraising, productivity, and cool stuff every week. The whole thing is curated awesomeness as well as freebies like webinars, instructional videos, and whatever else I can put together to be helpful to you!

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As a fundraiser, I have never felt like there was enough time to get everything done. I’d often start the day with the best of intentions, focused on raising money and cultivating donor relationships—the "main thing" in our work. But then, other tasks would creep in: emails, scheduling, reports, and urgent but less critical projects. Over time, I learned to shift my approach, adopting strategies that helped me stay focused on what truly matters while keeping everything else under control. Here’s what I discovered that transformed my productivity and mindset.

One of the biggest lessons from recent years is how much technology can simplify donor engagement while saving time. Here are my go-to virtual tools and strategies:

Zoom for Donor Meetings

• Use Zoom (or a similar videoconferencing software) for efficient 1:1 major donor conversations. A video call can create a personal connection without the time and cost of travel. Many donors appreciate this since it is saving the organization money.
• Coordinate small group meetings with donors and organizational leaders, like the president or executive director. These virtual roundtables help build relationships while respecting everyone's schedules.

​
Blast Emails That Feel Personal

• Take advantage of bulk email that looks more like a simple Outlook or Gmail email to set up discovery visits or follow-ups. Crafting messages that feel personalized (even in bulk) increases your response rates and saves you hours compared to calling donors individually.

As we turn the page to a new year, it’s the perfect time to reflect on the incredible impact your donors have made on your organization. Donor appreciation isn't just about wrapping up last year's success - it’s about laying the groundwork for lasting relationships that will sustain your mission well into 2025 and beyond.
​
In nonprofit fundraising, donor retention is key. It’s much easier (and more cost-effective) to retain a donor than to acquire a new one, which is why a thoughtful approach to showing gratitude can be a game-changer. Starting the new year on a note of appreciation can make all the difference in keeping those relationships strong. Here are six creative and practical ways to show your gratitude this New Year:

Instead of sending out traditional holiday cards, why not opt for a New Year’s card? It’s a great way to stand out, especially since January mail isn’t competing with the December rush. At my current institution, where we serve a multi-religious community, we steer clear of specific religious holiday cards, but New Year’s cards offer a respectful and inclusive option.

This isn’t just about sending a card; it’s about showing donors they’re valued as you enter a fresh chapter. By sending a message of gratitude and well wishes for the year ahead, you remind them that their support is crucial to your mission’s success.

Why It Works: A New Year’s card avoids the crowded December mailbox, acknowledges diverse traditions, and sets a positive tone for the year ahead.

You see, this incredible story is one of many uncovered by their Chatty Cat Phonathon callers during their recent “check-in” calls. I wanted to know how they took their phonathon remote, continuing to provide student employment during this crisis while also doing important work for the university.
​​​​
Here are my questions and Jamie’s answers:

"Within the Western Carolina University Division of Advancement, we’re using our best callers to conduct ‘check-in’ calls with our alumni during this quarantine time.  They are sharing the student experience and listening to the alumni experience during these short, scripted calls."​

"The callers are finding that the alumni are pleasantly surprised by the call, and many are eager to chat and share ideas, stories, and experiences. The callers flag records of alumni who are doing unique and/or front line COVID work and those are shared with me for story leads.  

I work with our Marketing and Communications colleagues on bringing the strongest of these story leads to them on a weekly basis.  Completed alumni story profiles are used on our alumni website (alumni.wcu.edu), our social media channels, and our alumni e-newsletter.  

Most of the stories that our Chatty Cat callers hear are about our alumni who are teachers, nurses, public administrators, hospital administrators, researchers, and manufacturers (particularly in areas for parts for ventilators and PPE, personal protective equipment), and we’ve had some who are specialized in unique areas like funeral home owners and leaders in cruise line sanitation.  

The Chatty Cats have also spoken to several alumni who serve on our Board of Trustees, and those Trustees have provided very complimentary notes on their chats with these students.  Overall these calls strengthen our Catamount community and allow for relationship building around a common struggle for us all.  For those alumni who have said ‘how can we help’ the student callers reference one of our student emergency funds and guide the alumni to give.wcu.edu/relief for gifts."

What software are we currently using for the call center/remote calling?

• "Guided Fundraising by Blackbaud, which is what our “Chatty Cats” (student callers) traditional use in the on-campus call center.  Our Director of Annual Giving, Jonathan Brooks, has also trained some of the other development staff on Guided Fundraising for other cultivation and stewardship purposes."

Any additional training for the remote callers besides our regular training?  

• ""We set up a Microsoft Teams site for our remote callers to use as base-camp, and the remote calling is limited to our most well-trained callers. Mr. Brooks had two ‘on-boarding’ sessions before calling began. These were conducted via Zoom. The training sessions covered a refresher on the platform interface and any updates and modifications that had been made since they were last on the phone, which had been a few weeks by then because of spring break, extended spring break, and North Carolina stay home orders. The training sessions also covered new scripts and conversation guides for these simple ‘check-in’ calls, new coding, and overall expectations regarding their remote work. We extended the remote work offer to callers who were meeting all performance metrics and did not have any policy/procedure violations on their record."

How is the supervision going? Have we had to add additional supervision tools/tactics? How often do we “meet” with them as a group, individuals, etc.? ​

• ""Supervising is going well, and other than leveraging Zoom, there has been no new technology adopted to manage the callers. They formally meet as a team once per week, and our Director of Annual Giving holds formal one-on-one sessions as needed. He is on call for ad-hoc meetings at the students request 24/7.  The callers have made 3,800 calls so far, and 1,010 Chatty Cat email follow up messages have been read by alumni as well.  503 alumni have shared updates and stories with our callers."
  

​​Will the callers do any solicitation calls when you switch over to relief fundraising? 

• "Our student worker contracts end the 2nd week of May, so we will utilize them for #GivingTuesdayNow student emergency fund work, but then we’ll run out of time."

"Yes, our development officers have each used this same ‘check-in’ call model to call through their portfolios, and most have followed these up with emails for next steps.  Our front-line fundraisers have noted the great ability to learn more about their donors and prospects with these simple calls, and have been encouraged by the donor’s willingness to really connect over the phone.  Most have been happy to have someone to talk to.  ​

​Our Director of Donor Relations is mailing handwritten notes to hundreds of donors who give unrestricted gifts as an extra touch-point during this time as well.  Our Alumni Engagement Office has partnered with Development Staff to create Alumni Zoom Socials, which we launched with our Triangle Alumni Club (Raleigh, Durham, and Chapel Hill area) last week.  We have 16 additional Zoom social hours scheduled for the next 3 weeks to connect with our alumni."

As a higher education professional for over 17 years, Jamie Raynor gained early experience in academic affairs for several years before turning her focus and her profession to development and advancement initiatives. In her temporary role, she currently serves as the interim vice chancellor for WCU's Division of Advancement for Advancement Services, Alumni Engagement, and Development staff, also serving on the Chancellor's Executive Council. Her permanent role as Assistant Vice Chancellor includes the supervision of major, planned, and annual giving professionals in the development office. She also manages a portfolio of corporations, foundations, and individuals to secure major and planned gifts. 

Have you been utilizing the unique talents of your phonathon callers during this crisis? Why or why not? Did this case study make you feel any differently about trying it out? If social distancing measures persist into the Fall semester, how do you plan to handle your phonathon? Let me know down in the comments.

And if you liked this content, please subscribe to Real Deal Fundraising. You'll get my FUNdraising Friday emails, which are jam-packed with interesting, useful, and funny content to keep you sharp and motivated!

Cheers, 

PS - If you liked this article, you might like: 

• Is Phonathon Really Dead?
• Planning for the Unexpected
• The Only 3 Interview Question You Need to Hire Phonathon Callers Who Stay
• 10 Traits ALL Former Phonathon Callers Share
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PPS - Want to use your time isolating at home to become an All-Star fundraiser? Join me for my new course, All-Star Annual Giving. Registration just opened! All-Star Annual Giving is a fully online 12-week course with 9 modules covering all areas of annual giving strategy and execution. If you want to roll into the semester with a fully fledged plan to raise more money than you've ever raised before in your annual giving programs, you need to be in this course.

The situation with COVID-19 changes day-by-day and hour-by-hour. Hopefully by now, nonprofits have taken steps to allow all but absolutely essential personnel to work from home. Fundraising, while essential, is a function that can be done from a home office. The big question is:

How can we keep our donors connected to our organizations in this unstable environment?

When it became clear that I would not be allowed to travel anymore for work, I fell back on a maxim I heard somewhere early in my fundraising career. It rhymes so that’s convenient and an aid to memory.

Near
Dear
Clear

In any circumstances where rapid change is taking place, we must take great pains to keep our donors near, dear, and clear. What does that mean as a guide to practical action and how can we all undertake those functions while protecting ourselves and our donors from coronavirus?

Let’s take each part of the maxim in turn:

Make sure your organization is crystal clear on its priorities. The first of which should be the health, safety, and welfare of those they serve and those who work for the institution. Repeat this often to your constituents.

However, do not shy away from honestly telling donors how this crisis is affecting your organizational needs and its finances. Your major donors and board members especially deserve the candid talk about what is needed, what might be needed, and why.

Did you find the framework of near, dear and clear helpful in thinking about how you are keeping donors connected these days? What other strategies have you tried in the last couple of weeks that keep donors near, dear, and clear? Tell me below in the comments!

Again, I hope this was helpful to you. If it was, please leave me a comment below.

Also, if you found this very helpful, I hope you’ll subscribe. By doing so, you’ll get my FUNdraising Friday emails every Friday with pick-me-ups, helpful articles, and cool freebies. Humor and a commitment to continual learning will no-doubt help us all through this crisis.

Take care and be well,

Jessica ​

PS - If you are feeling stressed and anxious and burnt out due to coronavirus, you're not alone. Because so many are facing unprecedented challenges and pressure right now, I'm hosting a free webinar on the topic of Self Care for Non-Profit Professionals. It will take place April 1st. Register today as there are only 100 spots!

What if I told you that there was a source of annual fund dollars out there that could cost you 18 cents to raise a dollar and raise those funds very quickly in a short period of time?
 
And what if I told you that you probably were not currently utilizing this particular source of revenue for your institution? You would be interested, right?
 
Let me tell you what the secret source of revenue is . . . Facebook ads.
 
Yep, Facebook ads. Believe it or not, I recently did a test in which I ran Facebook ads for year-end fundraising and the cost to raise a dollar was as low as 18 cents.
 
In all honesty, this test grew out of the fact that I work for a very small shop and I’m the only fundraiser. I needed to come up with a calendar year-end giving campaign for our social media. Last year I spent a lot of time crafting unique messages to be used for each day in December. This year I was just running out of time and had no real creativity left in me.
 
So instead, I decided to craft three very targeted year-end promotional messages and boost them significantly with Facebook ads. I had a little bit of extra money in my budget that I re-purposed in order to do this. Not a ton. I'm talking less than $1,200 to experiment with.
 
So I divided my ad dollars up between three boosted ads. The first two were to promote general giving. One was targeted to those outside of our normal constituency on Facebook (people who don’t currently like our page). The second I boosted specifically to people within our community (who currently like our page).  
 
The third leg of this campaign was a specific boost to encourage our constituents to become “sustainers” (recurring monthly donors). All three of these campaigns were successful.
 
First, our campaign outside of our normal constituency reached over 44,000 people who may or may not have ever heard of the school before but had our affinity with the religious community that we serve. We also garnered 14 new page likes.
 
In the general year-end giving part of the campaign, over 500 people clicked on our giving website. We got 24 gifts out of this campaign, totaling almost $5,000. The results came out to only $0.18 to raise a dollar! This was revelatory to think that we could not only do public relations and communications work, developing our constituencies on social media, but at the same time raise some serious money
 
The monthly sustainer campaign was also quite successful. We did not spend very much on that campaign, only about $100 but we got 4 new sustainer donors. These new donors represent $65 monthly (or $780 more per year). That doesn’t even fully represent the lifetime value of those monthly donors. If you just take the first year of value from those monthly donors then it was 34 cents to raise a dollar for this micro-campaign. I would argue it is well worth it when you consider that most of these donors will roll on from year to year as ongoing monthly donors
 
I was surprised that something like Facebook ads could actually work for fundraising. I think my bias against it is because we want these digital mediums to be a free way to reach people. We know they have power to reach people but don’t want to pay for it.
 
And yet, we know that mail and phone are worth the investment. Why are we not willing to invest real money in the digital mediums yet?
 
Facebook (at least) is here to stay. It’s a reliable way of reaching people and we should start thinking about Facebook (and other forms of social media) with the same mindset we use when we think about phone to mail.

Namely, that you have to spend money to make money.
 
We need to start being smart about spending part of our fundraising budget on social media. Run some tests. Look at them with an eye to return on investment. Track the same kind of statistics that we track for phone and mail fundraising, including cost to raise a dollar.
 
If you haven't been utilizing Facebook ads in order to grow your constituency on Facebook and raise real money, I would encourage you to undertake a test. Maybe run your fiscal year-end campaign or use it around a day of giving or some other point of urgency.

​You can gain new donors, new Facebook fans, and real money. You can do all those things to the tune of 20 cents to raise a dollar. I would argue it is worth the investment. Can you lobby for a little extra money in your budget ($500 or $1,000 or $2,000) to experiment with this medium? If it works, put it into your plan for next fiscal year.

Do you already do Facebook ads? If not, is this something you could try? Let me know how it goes.

As always, comments and questions are welcome and encouraged!

Cheers,

Jessica

PS - If you liked this post, you might also like these: 

• 5 Steps to Promote Your Video
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​
PPS - If you found this article helpful, please comment and let me know. Also subscribe to Real Deal Fundraising so you don't miss a post! You'll get my  guide to Call Center Games for Free!​​

Building and maintaining a culture of philanthropy is hard work. It is deep work that takes years to build and moments to destroy. But having a healthy culture of philanthropy makes work more fun and makes fundraising easier. It’s worth having a periodic check-up to assess how your institution is doing.

Answer these questions for your institution:

Board Support

• Does your board of directors (or board of trustees) support the organization as current year donors at 100% participation?
• Board support is a sign of stakeholder investment. It also shows that your closest advocates are current with their support. The level of the support doesn't matter so much as the consistency and recency of that support. PS - It's easier to ask for others to give if you are a current donor.

Staff Support

• Does your fundraising staff support the organization as current year donors at 100% participation?
• Does at least 50% of your organization’s overall staff (and faculty) support the organization as current year donors?
• Again, staff support is a measurement of stakeholder investment. Does your staff (especially your fundraising staff, believe in the mission enough to back it with their personal funds? The level doesn't mean as much as the participation.

Alumni support (or Grateful Patient support)

• This category assesses whether those served by your organization’s mission give back to the organization later. This is a sign of institutional effectiveness.
• What is your alumni (or similar) participation rate? You’ll know whether this is good for your organization or not. The level at which this metric is outstanding varies widely from institution to institution.

Fun Factor

• Does your organization frequently have concrete signs that fundraising is seen as an enjoyable community endeavor? (For example, an annual gala, a stewardship picnic, a “Dancing with the Deans” competition, etc.)
• List what you currently do to put the “fun” in fundraising.
• Write down three new ideas to improve your fun factor.

Communications

• How often do your constituents hear from the organization without a fundraising pitch?
• Do these communications include stories of impact?
• Are you communicating in different media? Email, print, video, etc?

Stewardship and Donor Relations

• Do you have meaningful giving societies?
• Do you have a person designated to assist donors with any “customer service” type issues? 
• How is your data management and data integrity? Nothing kills a philanthropic feeling like your name being wrong on an invitation.
• Stewardship is not just the purview of the staff member with "donor relations" in his or her title. It is an office-wide perspective of service and connection. From your front desk associates to student workers/interns to your accountants on staff to gift officers and especially advancement services and gift processing staff, improving donor relations should be everyone's primary objective.

Other questions to think about:

• Does your organization show the impact of giving clearly and broadly?
• For major donors, do you create unique reports and experiences that connect for them their gift to the impact in the world?
• Do you see expressions of gratitude at all levels of the organization? Where could your organization do better?
• Are the needs of the institution are clearly expressed for donors of all levels using different media?
• Does the institution set expectations for giving through specific asks, giving society thresholds and endowment minimums?
• Are fundraising goals embraced by both fundraising staff and program staff/faculty?

How did you feel about the assessment? Where are you doing well? Where should you improve? 

As always, comments and questions are welcome and encouraged!

Cheers,

Jessica

PS - If you liked this post, you might also like these: 

• Goals versus projections
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PPS - If you found this article helpful, please comment and let me know. Also subscribe to Real Deal Fundraising so you don't miss a post! You'll get my  guide to Call Center Games for Free!​​

Connecting with a donor or potential donor is so vital before you ask for a gift. It's like removing many of the roadblocks between you and that "YES!" response you want.

People want to give to people they like. It's not much of a secret. Ultimately, as a fundraiser you are a conduit for the relationship between that donor and the institution (not with you personally) but they must enjoy speaking with you to want to continue a relationship with the institution.

This is an important skill for any fundraiser to develop, from phonathon callers on up to executive directors, deans and development officers.

I have been to MANY call centers where they use the same tired rapport-building questions year after year after year. We cannot let this happen. No one wants to spend their precious time telling a new person why they haven't been back to campus lately just like they did last year.

Bad rapport-building has the opposite effect on the donor than that which we wish to cultivate.

The first rule of building rapport is it must be DIALOG not MONOLOGUE. You must ask questions that will solicit meaningful conversation and back and forth. You (no matter if you are a student caller or the Vice President of Advancement) must not deliver a litany of great-stuff-happening-at-our-institution without stopping for breath.

So, following this rule, we must construct meaningful rapport building questions.

The second rule about rapport building is that these questions get stale. Every year (at least) new rapport builders should be generated and put into rotation.

Here is some guiding criteria for generating these questions. Rapport building questions should:

• Extract meaningful information (like employment and campus affinities).
• Make the prospect like the caller/staffer as quickly as possible.
• Be delivered in a genuine way.
• Not be able to be answered with “Yes” or “No”.
• Not merely deliver talking points about the college or university.
• Provide opportunities for smooth transitions to the first ask.
• Collect new demographic information about prospects and verify current info (but not in a “canned” or perfunctory way).

What are some examples of strong rapport-building questions?

• Were you close to any faculty members while you earned your degree?
• Are working in the same field in which you earned your degree?
• Did you know that the <> recently <>? Isn't that great?
• I thought you might like to know that we've had a lot of success in <>. What do think about that?
• I see that you attended our recent <>. Do you have any feedback for <> about that event that I could pass along?
• You know, I am not sure about the answer to that question. But I can get back to you if I could get your cell phone number or email. I'll research that and contact you.
• Why did you make your first gift to <>? What keeps you giving?
• What are you most passionate about here at <>?
• I see you are <> as I was/am. That's wonderful to know. Do you know <>?

Does your rapport building need a refresh? Do you have some favorite rapport-building questions that I forgot to mention on my list? Comments and questions are, as always, welcomed and encouraged!

Cheers,
​
Jessica Cloud

PS - If you liked this post, you might also like these:

• 5 Ideas to Improve Mock Calling
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• The 30 Minute Fundraiser

PPS - If you found this article helpful, please comment and let me know. Also subscribe to Real Deal Fundraising so you don't miss a post! You'll get my guide to Call Center Games for Free!​​

​One of the most important alliances at a nonprofit organization is between the fundraising staff and the marketing/communications staff. Making sure that the message about the funds needed and how those funds connect to mission is a crucial element of success.

Despite the importance of cooperation, it can be frustrating for fundraisers to work with public relations officers who don't have much experience with advancement work. The communication folks may find messaging about fundraising to be crass or pushy. Consequently, they might not want to give development the appropriate amount of space in the marketing channels.

Here a few tips I've used to improve the working relationship between development and marketing/communication colleagues:

EDUCATION

Educate them on what it takes to do your job! Let them know what your goals are and let them know how many messages and how many different channels you need to be participating in order to reach those goals. Show them statistics and analytics. Help make your goals into their goals.

HELP THEM HELP YOU

Make it as easy for them as possible to assist you. That means drafting a lot of your own messaging whenever possible, selecting your own images and putting all of that together into a comprehensive plan. Whether the plan is for social media or email or even your direct mail, if they assist you in managing any processes, be very clear about dates, times, and details.  Having your plan together will help get them on board.

SET THE TONE FOR TEAMWORK

Like any important colleagues, acknowledge what it is that bring that they bring to the table that is unique. Make them understand that you're on the same team. As fundraisers, we strive to be donor-centric and therefore we are advocates for our constituents. Assure them you don't want to over-message to your constituents either. You're both playing on the same team and the goal of that team is to bring in the resources necessary for the organization to complete its important mission.

BE FIRM ABOUT THE CALL TO ACTION

Being a team player doesn't mean being a pushover. You understand the best way to motivate your prospects to give. Don't let your calls to action get buried in more general promotional materials. Insist upon clarity in this portion of your communication and you will see success. Similarly, be firm about deadlines. More general marketing materials aren't as time-bound as annual giving. It's called annual for a reason. You only have one year to get it done.

FOCUS ON STORYTELLING

Play to the strengths of your communications colleagues by asking for their assistance with storytelling. Framing a moving and emotional narrative will only make your fundraising materials stronger. This is a skill that should come very naturally to your communications allies. Tap their creativity in this area and not only will your messages improve but your colleagues will feel like an integral part of the team.

I've worked at institutions where the dynamic between these two departments was less-that-optimal and it hampered fundraising productivity. I've also worked at institutions where there was a team atmosphere and mutual understand of goals. Everything is much easier when you focus on relationships first and foster learning and communication surrounding goals.

How does the development team work with the communication staff at your institution? Do the two groups function as partners or as a client-service relationship? Comments and questions are, as always, welcomed and encouraged!

Cheers, 

Jessica Cloud  

PS - If you liked this post, you might also like these: 

• People Give Because They Are Asked
• Prioritize Your Relationship with Advancement Services Staff
• Crisis Communication 

PPS - If you found this article helpful, please comment and let me know. Also subscribe to Real Deal Fundraising so you don't miss a post! You'll get my  guide to Call Center Games for Free!

Video is more and more a huge part of the storytelling process for fundraisers. It's a great way to communicate the impact of philanthropy in the world. But, most fundraisers aren't video professionals. Once you have your video done, what are the best practices to get your constituents to watch it? I asked my friend and colleague, Ndlela Nkobi, that question. Here are his 5 best tips for getting your message seen! Enjoy! -- Jessica Cloud, CFRE

Congratulations on finishing your organization’s video! After weeks (sometimes months) of planning, shooting, and editing, you have finally uploaded your film to YouTube. Now what?  How do you make sure that your video gets the views it deserves and has its intended impact? Though there are no guaranteed ways of making your video go viral, here are some steps to make sure the people who need to see the video actually see it, watch it and take action.
 
1. Reinforce Your Call to Action

Videos are generally created to get people to take some action (sign a petition, donating, joining a mailing list . . .) and your call to action in your video is where you ask your audience to take that action.   Make sure you reinforce that call to action whenever you get a chance (your website, YouTube, your platforms).  The ultimate success of your video will be based on how many people take you up on your call to action.

2. Have a Great Thumbnail

Pick an engaging still image to give your audience a quick snapshot of your video. That thumbnail is also the image that is generally automatically used when the video is shared on social media and on platforms like WordPress.  Consider creating a custom thumbnail that could also includes words that would further draw the viewer in.

3. Pay Attention to your YouTube Descriptions, Titles, Tags

The title, description and tags you use on YouTube will not only help people find your video when they search for related content but they should also draw people in to watch the video. Not everyone is going to see the video on your website so give your viewer all the information they need to take the next step in your video description.

4. Place Video on Your Website

Placing your video on your website gives you much more control over how the video is presented to viewers with things like the call to action, video placement and supporting text/images/graphics. 

5. Promote the Video on Your Platforms

Once the video is ready on YouTube and on your website, share it widely on your various platforms (Facebook, Twitter, mailing lists, . . . )  Your platforms will be one of the main ways that the people in your community find out about your video.   Don’t be afraid to repost content (especially on social media) to make sure as many people see your post as possible. 

Bonus action: Check Your Analytics

Here is another area where you get to define what success looks like for your video (or campaign). Whether you are looking at Google Analytics or YouTube analytics (ideally you are doing both) this is where you get to see how successful you were with things like page views, videos views and how long people are looking at your video. It is also important to look at engagement (likes, shares, comments  . . .)  Analytics and engagement are matrices you use to help you plan for the next videos you are working on producing. 

About the author: Ndlela Nkobi is a filmmaker and online video content creator based in New York City and Johannesburg. He works with small businesses, nonprofits, consultants and artists to connect with their clients through the use of video. You can see his work at ndlela.tv. 

Ndlela Nkobi has worked for Center for New Media Teaching and Learning (Columbia University) and Third Sector New England (Boston, MA).  He has worked with Center for Environmental Research and Conservation (Columbia University), New York City Department of Education, Nonprofit Consultants Network (Boston, MA) and Starr King School for the Ministry (Berkeley, CA).

Hi readers, I hope you enjoyed this guest post. Do you have additional tips for how to get the most reach on promotional videos? Comments and questions are, as always, welcomed and encouraged!

Cheers, 

Jessica Cloud  

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