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I saw a session once at a conference once upon a time where people tried to pitch, in that way in our head we all think of as a pitch – formal, stand in front of, presentation etc. Well, here’s the truth. They couldnt and they didn’t. I remember sitting there thinking what have I just seen. It was, well, just plain bad. It set me thinking.

I’ve watched over time, a creeping loss of the skill and art of pitching. It’s been replaced by tools, digital, social media. Its been overlaid with brand and ‘key messages’. Its been undermined with a lack of trust. Its been eroded by a world more connected that ever and equally much less connected. I’ve watched fundraisers under pressure to connect and reach out on one hand and on the other paralysed with fear. Of course I’ve seen some pitching genius through this. I’ve watched street and face to face fundraisers do amazing things to engage and pitch under extreme conditions. I’ve seen major gift fundraisers pitch big projects of change, real dreams and huge opportunities. I’ve seen Community fundraisers connect on every level. But if I’m honest it’s not the norm, and whats out there is sometimes not up to it.

The word pitch is a loaded word in fundraising. There is the tribe who hates it. There is the tribe who relish it. There is the tribe that haven’t thought about it. But how can a new relationship with pitch, help us become a bit more deliberate, to lean in a bit, to show some confidence, to ask again with some flair.

According to the Cambridge Dictionary pitch means a speech or act that attempts to persuade someone to buy or do something. In this context, its pretty innocent and quite simple. The issue for the haters of the word is that sell is there. The connotation that as fundraisers we are selling, rather than having meaningful conversations, feels like it undermines the purity we strive for in the fundraising process. For this tribe its loaded understanding reinforces what we are not, rather than what we may be. I was at AFP Toronto, and the day before I was doing a session on pitching to the brilliant Canadian fundraising community, we had a discussion in the bar about the word pitch. A story about a board member whose commercial instincts were flowing, had stated that we must pitch, only to be challenged that we shouldn’t pitch, we should begin conversations. We explored the motives and the barriers. As always, right and wrong blur.

A few days later I recounted the story to another revered fundraiser who took a completely opposite view. Maybe the definition was in the traditional space we know, a pitch presentation to a company but the relish was there and a clarity that to pitch was what we did and do. Own it. So, the word pitch is polarising. But if we allow it to bring its baggage in then we do ourselves an injustice. We need a new confidence and a new sense of purpose.

If you look at the landscape of fundraising, the most obvious pitchers are face to face fundraisers in the street. Perhaps that’s why it provokes equal Marmite reactions. A pitch can feel disruptive and people don’t like to feel pitched at. In the commercial world, the redefinition of pitch is also taking place. Its loaded sense of ‘selling’ turns off people and entrepreneurs are equally seeking to engage, inspire and intrigue, to build rapport and relationship and solve customers problems rather than simply sell. But this distinction is hard to sometimes see, and here lies the problem. If we allow ourselves to be too soft in our approach, then we stop leaning in, we lose the deliberate process that an old-fashioned pitch used to have. That perhaps is why we feel more comfortable in a presentation to a company for a charity of the year – its whats expected, but what about every day.

So the opportunity is to use the sense of a pitch in a new way and much broader way, mixing the deliberate goal of engaging and asking with the inspiration and conversation we are good at. All too often we find ourselves reacting to supporters, servicing them and nurturing those that raise their hands rather than go out and get new supporters by being the ones to start a conversation. Street fundraisers have to lean in – how can we take some of that in all our other areas, just enough to rediscover a new purpose for pitching in fundraising that enhances and inspires.

As I have explored this subject I have noticed that when we understand how people react to a pitch, we are in a much better place to learn how to do it in a way that is right for us and right for the supporter.  Looking at the many ways commercial pitches are made and matching them to our world I have created 7 steps to a great fundraising pitch. It gives us a deliberate framework and mindset so we can be more proactive at a time when we need to be, but in a way that is right for the fundraising process, but it also takes account of the science of the pitch, how people hear and receive and the right and wrong way to connect to be heard and to inspire action.

If you’re interested in taking a day to rediscover how to pitch in your fundraising, to move you and your team to a more proactive approach with more confidence using a step by step framework, then join me for the Pitch Driven Fundraising Workshop on the 6th February and I’ll show you how to become proactive, deliberate and focused on your everyday fundraising to engage more people and organisations to support you. For more information click, here. Places are limited.

If we can rediscover some confidence and apply the right tools, then we can reach out, inspire people and raise more money. Lets learn to pitch for good.

Purpose is hot right now. Like someone woke up one day and went ‘purpose….i’ll package that’. It’s everywhere in charity, business, marketing, branding and personal development. Rediscovered. And yet its still surprisingly hard to find and often nowhere to be seen in places that matter most.

When I was a kid there was this other kid who we used to play with at school and he had a reputation for asking why. All the time. Literally all the time. He could drill down with the word ‘why’ beyond Einstein, Newton or Hawking. When a question was answered he found another ‘why’. In charities and over 30 years experience, surprisingly I have still not seen enough of why or purpose, especially in the everyday decisions and activity. It’s a core principle of mine as I work with people, teams and organisations and I have learnt to always focus on purpose first personally, as a team and as a cause or organisation. This core mix of finding, even rediscovering purpose is a game changer if tuned into. The early half of my fundraising career was in Community Fundraising, and now looking back and working with lots of different size charities I know that there is one central truth and revelation. It is this.

Those who define, articulate and are guided by purpose raise more money

I can hear the kid again…why? Well I confess its going to take a lot to prove that statement, and I guess that’s for another day – my experience and intuition will have to be enough for now. Fundraising without clarity on your purpose is lost and at sea. But fundraising without purpose in the community, in local fundraising and in traditional raised income from volunteers is more than lost when purpose is lost. It’s a specific subset of a problem and its worth drilling down into the challenges that exist. These are the key reasons in particular why Community Fundraising loses its way on using and driving purpose.

  1. Purpose becomes implicit rather than explicit and over time simply gets forgotten
  2. People dive into how to raise money first rather than connect and explain before
  3. Marketing and branding reinvent and obscure in slogans and tag lines
  4. General statements reign supreme over specific
  5. Leaders lead the wrong things that make organisations lose their sense of purpose
  6. Community fundraising is often in its own bubble and often isn’t served as well as it could be by the rest of the organisation
  7. Products become things with their own life rather than things designed to serve purpose
  8. The intense practical nature of community fundraisers means they move onto delivery sometimes too fast
  9. Strategy in community takes purpose for granted rather than defining as core and guiding
  10. In the vacuum Community Fundraisers invent their own versions rather than find, define and use a core accepted and used purpose with discipline and …..purpose

These factors are strategic killers. They drive Community Fundraising away from the very thing that can deliver. Without purpose there is nothing of substance and direction, just froth. So how easy is it to find the glowing compass of purpose? At the NSPCC we had one overwhelming, simple, clear and clarifying strategic purpose.

To end cruelty to children

We didn’t start with what we did. We started with why we were doing it. Inspiring and engaging a community to support that goal first then translated into money second. Since then and with many organisations I have worked in and for, I have challenged people to move these strategic killers to one side and embrace clarity, passion, inspiration and determination around purpose. Purpose at strategic level and for the cause and problem being solved and purpose for the function and its role and approach. Strategy can then follow purpose. It requires these 10 things to find that purpose and drive

  1. Leadership – top down, bottom up
  2. Courage – stop doing the wrong thing and embrace the right thing
  3. An ability to decide – once explored a decision
  4. Emotional energy that turns into a cold logic – one should lead to the other
  5. Authority (from somewhere) – consensus with authority through a good process to drive through
  6. Space to explore, and define – room to engage, innovate and go the journey
  7. A small but deliberate process – steps taken to find purpose systematically and deliberately
  8. Challenge and creativity – involving others, looking for grit, engaging external guidance and challenges
  9. Honesty and clarity – solve the problem by articulating the problem, then once clarity is found, test
  10. Will power – determination to succeed

This list is about the leadership skills needed to address the purpose challenge in Community Fundraising. Being able to identify it as a problem and to then engage a wider gang to be part of the solutions builds the cultural change that can transform teams. Steps taken with help from outside and with purpose can lead to the greatest outcome and clarity available to raise more money

Purpose

If you’d like to hear more about Good Leaders or upcoming Community Fundraising events, programmes, coaching, strategic reviews, creation sessions, team days and training or want to explore a Purpose workshop, click here to receive more information

Once upon a time we called every fundraising product ‘athon’. Spellathon. Danceathon. Aerobathon. Easy world then, but now naming a product of activity can make or break its success, especially in the emerging and strong world of Community Fundraising. As you review and refresh your strategy, product development often emerges as a key theme. So here are some steps and tips to help you go through the process to name your product, and some links that might help.

Firstly, it may be worth investing in a creative agency. Getting a product named so it sits comfortably in the marketing and promotional push can save a lot of time and help get the cut through you need. The key is in the brief, so whether you have an agency or not, or you are briefing a comms team or are going to do this in-house, consider the same process that you might take in hiring an external. Get a great brief together.  Its a good discipline whatever size organisation you are in. Creating the brief sets the ground rules and criteria, captures and clarifies your thinking, articulates clearly to others and you can hold everyone to the brief. So either way, start here with this suggested content in your brief

  1. Purpose – what is the purpose, the point, the why. Define this up front and keep it simple
  2. Promise – what are you promising to deliver, the experience, the value
  3. Pain or problem – what gap, pain or problem are you planning to solve or address
  4. Concept – define your product or event.  A single sentence stating what it is. This is the key sentence.
  5. Unique – what makes this
  6. Impact – what will you do with the money? what difference or impact will you make with the money you raise? This is closely linked to purpose
  7. Goal – slightly different. A specific aim or goal you are aiming for.
  8. Target – raise x by y by z, any KPI’s – a few good ones are much better than lots of average and not helpful
  9. Audience – who is this aimed for and where are they. What do they like and what don’t they like?
  10. Market – Who is doing what in the same territory or product area?

Here are some tips for a product naming process. Firstly, the product needs to get as close as possible with naming what it is. Don’t be too clever or intellectual, with a name that you get because of the work that you do, but your audience wont have a clue. Make it easy to say and write. Keep it simple. Its ok to have a strap line to do the explaining – this will be critical in messaging anyway, so use it. Brandwatch have a very effective and to the point blog with 5 golden rules to name a product, so check this out at How to Name a Product: 5 Golden Rules we followThere are some great articles on creating brand or product names – Try Big Brand System, for a great article on the process.  Wordoid is website to generate names where you select key words and it will generate ideas.

So now the process to create:

  1. Get together a great gang….mix it up with a small session of creative types and those who aren’t as obviously creative! It’s a great way to break down silos and drive up engagement so get a room with the right mix of people first and role second. Get brand involved but its your show and product for your audience. 
  2. Brief the room with a quick overview especially purpose and concept. Write it on a flip chart and stick it on the wall
  3. Use key words and dimensions to the concept and purpose. Don’t forget imagery, video and other stimuli. Generate lots of these. Focus on these first as they are your initial ingredients. When, where, how, who, what, everything about and around
  4. Consider other creation processes6.3.5 model – this has a table of 6 people, who each write 3 ideas and then move them around the table 5 times so people can add. There is a lot of evidence now in giving people time on their own to think, so consider sending a short explainer before and asking people to think about it and bring it to the session. Maybe start with a quiet personal 10 mins, everyone writes their own ideas with no discussion first.
  5. Then cluster key words and phrases that cluster around areas or themes
  6. Use a thesaurus  to find new versions of key words, and synonyms
  7. A name creation brainstorm – follow these brainstorm rules from Forbes
  8. Don’ lose anything or close down at this stage!! Keep going!!
  9. At some point stop, and review. When you start to get some frontrunners emerge get some rational sense of certain one and check these against the criteria and the list above
  10. Then walk away and let the left brain process and then revisit and test on a few people the frontrunners. It’s wise to do this – get the initial view, check out domain names and any copyrights, any clashes, but emerging names will feel right then can be validated. Don’t seek everyone’s approval though….do enough to get a good view then decide and deliver

Follow these tips and you’ll create a great product name and deliver a great campaign. If you want to go further and review and refresh your Community Fundraising strategy, join in with my free webinar How to review and refresh you Community Fundraising strategy on August 18th at 12pm GMT. To register click here

If you’d like to hear more about Good Leaders or the upcoming Community Fundraising events, programmes, coaching, strategic reviews, creation sessions, team days and training, click here to receive more information

 

Do you remember achieving something remarkable? Something that you had built, had changed? For some, achievements are huge…for some, small and every day.

Connecting with what achievement feels and looks like makes it more likely it will be recognised. More importantly its more likely it will be repeated. From small steps having been through treatment and illness and then on the road to recovery, to building something physical to something abstract, a mission delivered, a goal achieved. So, at the end of 2016 and ahead of 2017 take a look at this video. This is in the big achievement world. Really big. But look at what goes on. Look at the faces, the humanity, the sense of one, the shared goal, the part everyone plays. Look at the emotion, the tears, the screams, the physical contact, the smiles, the leadership, the team. I defy you not to be moved and inspired.

 

We aren’t all building a rocket, though Elon Musk is. But we are all achieving. Everyday, despite what seems like endless obstacles we still achieve. Every story of success, life saved, home found, life extended, breath taken, hand held, smile made, building built, phone call received, life changed.

Let’s stand with each other and cheer, and cry and clap and scream just a little bit more in 2017

After all, it’s really not rocket science.

Happy new year!

 

 

Make me feel. If you want me to do something make me feel. Make me care.

This new ad from the Sick Kids Foundation in Canada and reported on in the thestar.com is an undeniable assault on emotions. Launched during the Toronto Maple Leafs home opener this Saturday, the Sick Kids Vs Undeniable campaign rattles at your door, and when open it bursts through. Some ads for commercial products do that, but they are for department stores or insurance or furniture. They know that feeling is the difference and the product is second. That’s why business seeks to stir values and emotional connection. Maybe bigger budgets allow that, but this is our natural territory. So many times we see the deepest reservoir of emotional content in our causes portrayed with barely a ripple, and when it is without the energy, bravery or even worse to a formula where its authenticity and honesty are drowned. Not so in this campaign. Get ready.

 

I defy you to tell me you didn’t feel. Everything was there. Edge, beauty, tragedy, courage, heart-break, love, compassion, spirit. This is the ad that fights back as an ad, let alone provokes a fight back against kids being sick. It blends all these together. Sight, sound, music, words, loud and soft and at the end not only do I feel, but it’s what I feel that moves me to want to stand with them.

As I look around at the landscape of campaign material the sector produces, I sometimes wonder if we are even awake, let alone angry, or inspired or passionate enough to cut through with this sort of quality. Sure we have and we do….but its not enough.

What do you think? Share and see and above all feel.

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When Remember a Charity was born, the founders took a leap of faith. With no immediate return they could see that working together, there was a chance that a campaign might just be able to grow the market in the future. Looking back we should applaud them – because that is exactly what they have done. And more. And not just in the UK.

Remember A Charity has evolved in that time. Honing a model and approach that has embraced behaviour change or social marketing, the campaign blends consumer campaigns with leverage through partnerships and uses its member base to amplify and engage. The campaign returns this month with Remember a Charity in your Will Week from the 12th-18th September. The campaign will call on the British public to pass on something legendary, tweeting their advice for future generations at #MyWisdom and remembering a charity in their Will. 2016 marks the seventh year of Remember A Charity’s legacy giving week, during which charities, Government, solicitors and Will-writers will all come together to encourage the public to leave a gift to charity in their Will.

The bottom line is that more people are actually doing it. From 12% in 2007 to 17% in 2014 and a further increase this last year as the campaign has just reported. This is the sort of news that every member of the campaign throughout the last 14 years should take a moment to reflect on and celebrate. Momentum brings further momentum. I am writing this, just finishing a week in Australia speaking to brilliant legacy fundraisers through the Australian campaign Include a charity. They are making real progress too. Last week I spoke with a revised Dutch campaign about a new phase in their journey. And as a former Remember a Charity chairman and now working globally with charities on legacies, there are a number of countries with new campaigns and each are taking key steps to start to change behaviour and increase the number of gifts in wills in their countries.

Baby boomers are estimated to be worth $46 trillion USD of wealth and over the next 30 years or so will hand on this wealth to a new generation. Charities everywhere have a strong case to give these generous people who have given to charity in life the chance to leave something after they have gone. This is not a leap of faith anymore. Its a global movement. So don’t forget to take part in the campaign. #MyWisdom awaits your wisdom and your contribution.

Remember a Charity now has its own legacy. We all join charities to change the world. And this campaign might just do exactly that.

 

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To make a change in legacies we need the right culture and the right leadership to make it happen. It’s about us personally but also our teams and our organisations working together.

Over the next week, I will be speaking across Australia in 5 cities in 5 days about legacies and legacy leadership to charities, NGO’s, fundraising directors, fundraisers and legacy specialists. I’m really pleased to be the guest of Include a charity – the Australian campaign to promote gifts in wills. Australia, like the UK and many other countries faces a similar challenge. Many people give to charity, but fewer leave a gift in their will but say they would consider it when asked. It’s why campaigns are so important. It’s why campaigns are leadership. It’s the difference.

The UK’s Remember A Charity campaign has made huge strides and has now built up a bank of knowledge and experience over the last 14 years. I was privileged to be the campaigns chair for 4 years and looking back its clear that what we thought was the case, is now showing in evidence. Much has changed. Legacy conversations, normalising, social media, partnerships, behaviour change at the heart and real insight and evidence. But at its heart has been consistency with innovation. Legacies are an emotional decision backed by rationale action. Understanding where the donors is comes first. Partnering to lever impact drives scale. Cut through from edge and campaigns where people get to talk about it

This week, apart from spending time with Include a Charity members and helping them make more of their legacy programmes, I will get a chance to speak to those who currently aren’t members or are interested in finding out more. With them I will be sharing ways to show organisational leadership by leading legacies and legacy cultures in their own charities. I have 7 pillars from my experience that I believe show the way to become a legacy leader. Over the next 7 days I will share an explanation of each pillar in my blog.

If you’d like to become a legacy leader in your organisation or want to share your thoughts drop me an email.

So. 5 days. 5 cities – Perth, Adelaide, Melbourne, Brisbane, Sydney. You can follow on Twitter and Facebook at ….or through my blog.

Enjoy the ride.
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