Year 'Round Lessons from a Year-End Appeal

Year 'Round Lessons from a Year-End Appeal Main Photo

14 Feb 2023


Fundraising

In the ‘Tom’s Takeaways' section of our December newsletter, we shared an end-of-year appeal from one of our clients that really hit a home run. I hope you found the suggestions to be valuable. Now, as we settle into 2023, there's an important question to ask How well will you position your outcomes in 2023?

I want to reinforce several of the fundraising points in that example and offer some tips for the coming year.

You might recall there were eight end-of-year fundraising appeal lessons covered in our recap. What may not have been obvious was that those eight points were subtly grouped into four focus areas that can impact every appeal you make not just year end!

1) The Traditional Emotional Appeal

  •  Start with a compelling story.
  • Be visually impactful.
  •  Show the happy ending.

2) The Rational Appeal for Today's Impact-Focused Environment

3) A Clear Call to Action

  • Provide the various actions that a prospect can take that will connect them to the solution your organization provides.

4) Don't Over-Do It

  • Remember, it's a soft appeal keep it positive.

How Nonprofits Can Raise More Year-Round

Most organizations address the traditional emotional appeal fairly well, as well as the call to action. Unfortunately, that's where many organizations stop. In today's fundraising climate, the rational appeal, which Convergent pioneered many years ago, has become a requirement to hit on all cylinders and get both sides of the brain engaged. In fact, we have seen time and time again that the larger the 'ask' the more important it is to engage the rational side of the brain.

In short, the maximum success of the appeal will come from presenting both the emotional and the logical rationale. Convergent's capital campaign consultants have been doing this for our clients for years. Our proven methodology has helped us raise billions of dollars collectively for nonprofits over the years. 

Capital Campaign Consulting and Resource Development Service

Now is the time of year to begin defining, collecting, and refining the outcomes (or impact) your organization delivers that are most meaningful to your funders. This is a critical aspect of a nonprofit resource development strategy. Doing so will ensure that you have the most meaningful message possible when it's time for your next appeal be it an annual, capital, or year-end campaign.

 

Whether you need help improving your resource development strategy, running a feasibility study, or executing a successful capital campaign, the experts at Convergent Nonprofit Solutions are here for you. Our industry leaders have helped countless organizations like yours navigate and succeed in their fundraising endeavors. Convergent's consulting, resource development, fundraising, and support services extend to a comprehensive array of nonprofit specialties, including:

 

Growth during recession and inflation

Capital campaign fundraising in a variety of sectors

Nonprofit leadership guidance

Management support and solutions

We invite you to contact our nonprofit consulting experts or take our quick quiz (The Fundraising Reality Check) to get started today!

Contact Convergent

About The Author

Tom Ralser, CFA's Profile Photo

Tom Ralser, CFA

Principal & Director of Asking Rights

Department: Team

“Why should I give your organization money?”

When I began in this business in 1995, this is the question I was first asked to answer. Not only was this asked in my first feasibility study by a prospective donor, but from a company perspective, it became the driving question that would allow us to become leaders in the industry.

Since then, I have strived to not only address this question but improve and refine the answer. In the early days of economic development projects, it was relatively easy to answer. Since then, I have applied my approach to answering this question to virtually every type of nonprofit. The narrower term “ROI” has given way to the broader “OVP” (Organizational Value Proposition®) which is more appropriate for social missions and my focus on outcomes delivered has led to a revolution in addressing the motivations of givers, transforming them from nominal donors to major investors.

My work is not yet done. As investors in nonprofits become more sophisticated and demanding, the bar is continually being raised. Stay tuned.

Tom has worked with organizations of all kinds, from Chambers of Commerce to religious organizations, national museums to rural health networks, and local youth organizations to international research institutes. He pioneered the concept of applying return on investment (ROI) principles to nonprofit fundraising, and fundraisers have described his work as the “silver bullet” that justifies larger investments in nonprofit organizations.

Hundreds of organizations have utilized Tom’s sustainability planning techniques to ensure they can thrive in a tight money environment. He holds the Chartered Financial Analyst (CFA) designation, which provides the framework for his Investment-Driven Model™  of fundraising, and led to the development of the Organizational Value Proposition®, which is widely used by corporations, foundations, and individuals as confirmation that the nonprofits in which they invest are truly delivering outcomes with values. His specialty of utilizing for-profit concepts and methods in the nonprofit world has helped nonprofits raise over an estimated $1.6 billion in the 22 years he has worked with them.

Tom is a frequent and highly acclaimed speaker, addressing topics about attracting new funders, outcome-based sustainability planning, and delivering value to investors.

Summary of Experience

  • Personally involved in over 600 nonprofit funding projects in all 50 states.
  • Author of the books ROI for Nonprofits: The New Key to Sustainability, Asking Rights: Why Some Nonprofits Get Funded (and some don’t), and the companion workbook, Developing Your Asking Rights.
  • Holds the Chartered Financial Analyst (CFA) designation, ranged by Economist as the “gold standard” for investment analysis.
  • Session leader and/or keynote speaker at dozens of conferences throughout the nonprofit sector and country. A sampling includes:
    • Planet Philanthropy (2016) Keynote Speaker.
    • National School Foundation Association Annual Conference (2016, 2017) Presenter.
    • Association of Healthcare Philanthropy Big Ideas Conference (2017) Presenter.
    • Council for Advancement & Support of Education’s Conference for Community College Advancement (2017) Presenter.
  • Founding Director of Western Colorado Bureau of Economic and Business Research at Colorado Mesa University, where he was a tenured professor.
  • MS in Finance from the University of Utah and BS in Marketing from Illinois State University.