Donor Relationship Stage : Win Me Back – ft. Braden Spencer from Heart Foundation

Donor Relationship Stage : Win Me Back – ft. Braden Spencer from Heart Foundation

Win Me Back.

This is the acknowledgment stage. It’s time to listen intently; to face up to the issues and accept the role you played in creating them. You might even need to apologize. Above all, it’s about understanding whether you’re meant to be together and then putting in the effort to make that happen.

For this stage of the donor relationship journey, we were joined by guest NFP speaker Braden Spencer, Head of Individual Giving at Heart Foundation.

A bit about Braden:

Braden is an accomplished fundraising executive who has held senior management NFP and Agency positions in both Australia and Canada. Braden has built many successful fundraising programs over the past 13 years, working for large organisations such as Heart Foundation, Save the Children, and World Vision.

He uses a unique style of vision, creativity, accountability, and genuine care people leadership to ensure success in his programs.

In his spare time, Braden is an adventurer, marathon runner, avid hiker, basketballer, traveler, advocate, volunteer, business owner, strategist, and loving partner.

A bit about Heart Foundation:

Heart Foundation has been the trusted peak body working to improve heart disease prevention, detection, and support for all Australians. For more than 60 years, Heart Foundation has been on a mission to reduce heart disease and improve the heart health, focusing on key areas such as risk reduction, support care, education, and research.

Heart Foundation currently has 15,000 active regular donors, 65,000 lapsed regular donors, 60,000 active single giving donors, and 15,000 active raffle donors.

What Braden had to say about the Win Me Back stage of the Donor Relationship Journey:

Rules are made to be broken…but not these ones:

1. “Data is the key to everything. Without great data you will fail!
2. Invest small, prove it works, invest big – test and innovate.
3. Build your team and/or use the experts – no one person knows everything!
4. Know who your donor is, what motivates them? Look after them!
5. Know your success metrics – reporting and analysis is vital!”

As we all know, COVID19 has had an incredibly impact on the world of fundraising. There has been increasing competition for donors, and while this is happening, donors are changing and adapting to a different way of life post-pandemic. So as fundraisers, we need to be asking ourselves – Who is our target audience (has this changed from what we originally focused on)? What makes our audience give (has their giving process changed)?

Data = Insights:

Starting with clean data is key. Cleaning and enriching your existing data, enables data selection and management of your data, with confidence and ease. Choose your Acquisition channels wisely and think about reducing the size of your audience; this will allow you to focus on the metrics (daily!), and truly get to know your audience on a more meaningful level.

Improve your donor experience in 6 steps:

1. Start by implementing your systems/software…automate everything!
2. Focus on your Acquisition experience to maximise efficiency and impact for your cause.
3. Communicate – thank your donors, and then thank them again!
4. Understand each donor individually. Who are they? Why did they leave? What is their preferred communication channel/s?
5. Apologise where appropriate.
6. Create a fun donor experience. Communicate with your donors in new ways. Be innovative!

Thank you to Braden Spencer for sharing his experience and tips, you can view the full session show notes here.

If you’d like to hear more from the likes of Braden and your fundraising peers, we invite you to join the LemonTree Donor-centric Collective; a community built for fundraisers. The community attracts 1000+ fundraisers across Australia, ranging from small to large NFP’s and guess what…its completely FREE! Enjoy member-only access to community webinars, the chance to speak on behalf of your cause, and most importantly be involved in the donor-centric movement!

Previously in this series:
• Stage 1: Catch Me – ft. Joanne Rogers from The Shepherd Centre
• Stage 2: Welcome Me – ft. Lauren McDermott from Harry Perkins Institute of Medical Research
• Stage 3: Teach Me – ft. Jody Crooks from WWF
• Stage 4: Grow Me – ft. Mahza Ahadiwand from Children’s Cancer Institute
• Stage 5: Keep Me – ft. Jonathan Storey from Environment Victoria
• Stage 6: Endear Me – ft. Cassandra Bailey from OzHarvest
• Stage 7: Renew Me – ft. Tata Tan from Royal Far West

Join us in 2023, as we begin our new series ‘First steps to a donor-centric environment’:

Step 1 – Maximise the quality of your data
• Step 2 – Find ways to collaborate
• Step 3 – Ensure strong donor governance
• Step 4 – Recognise their life stage
• Step 5 – Listen to their needs & wants
• Step 6 – Lifetime value & share of wallet
• Step 7 – Optimise your communication
• Step 8 – Nurture & grow

How to Endear your Donors: Insights from the Commercial World for the LemonTree community

How to Endear your Donors: Insights from the Commercial World for the LemonTree community

Speaking at our last Donor Centricity Collective (DCC) event, Mark Jenkins, CEO of Resurg Group asked the audience a series of thought-provoking questions designed to help them endear more donors to their cause. LemonTree asked Mark to share those questions with you here to get you thinking about endearing your donors.

 

At Resurg, we’ve managed to turn the concept of endearing customers on its head. Instead of us trying to endear them, we have created an environment where our customers actually endear themselves to our business. We’ve achieved this through a relentless focus on the client relationship journey and addressing a few key questions through that lens:

  1. What combination of events will almost guarantee endearment?

You can’t expect immediate endearment. Nor should endearment be treated as a one hit wonder. However, if you can work to successfully engage your customers – or donors – across a series of interactions it will ultimately lead to endearment.

  1. What does ‘endear your customers / donors’ mean to you?

Endearment can mean different things to different people and different organisations. For Resurg, a truly ‘endeared’ customer:

  • Owns their relationship with us
  • Feels empowered in the relationship

We know that if we can put our customers in the driving seat of their engagement with us, then we simply facilitate their endearment to the product and to Resurg.

3: How can your customers / donors ‘own’ their relationship with you?

We have worked hard to make our product all about the customer. It wasn’t always like that. For a long time, it was all about the product. Whilst the product worked, our customers weren’t fully engaged with it. They were passive participants.

We wanted our customers to be active with our products. So we found a way to make the product far more about them and their needs. We introduced benchmarking.

The benchmarking function indicated what other customers were achieving with our product and how. The customers themselves were demonstrating the potential value of the product to each other. We weren’t involved. Our product simply showed the different benchmarks for different metrics. In doing so, we created a common connection between our customers, aligning them more closely with people just like them and putting them in control of their journey with us.

 How can you make your cause more about your donors? How can you incorporate them into your cause, so they feel a greater sense of ownership in the charity from the outset? 

4: How can you empower your clients / donors in their relationship with you?

We recognised that we were pushing a lot of information out to our customers. Sometimes this was well received; other times not. We realised that if we simply allowed our customer to set their own criteria for how and when we reached out to them and with what content, they would engage with it far more readily because they had requested the information. They were in the driving seat. They were empowered.

What sort of engagement criteria can you offer your donors that could help trigger their giving?

Reflect and refine:

Reflecting on our own journey, perhaps the greatest success we’ve had when it comes to customer endearment has been facilitating the connections between our customers. We invite them to become part of a network – a performance group – where they can openly communicate with and learn from their peers, as well as share their own insights and best practices. Together, they influence and shape each others attitudes, decisions and behaviours.

Again, Resurg is not involved in these group. But simply by creating a platform for connection and facilitating these relationships, we have built an ambassador network within our customer base. A tribe of people who endear each other to the Resurg products and business.

I encourage you to consider how you can leverage the power of the peer-to-peer donor network to help influence individual donor attitudes and behaviours. For example, how can you harness the power of LemonTree’s DCC community and the collaborative insights of its members?

Remember, endearment does not stem from a single occurrence. Create a journey for your donors where they own – and feel empowered in – their relationship with you, not the other way around. Focus on a combination of events and interactions, and you will be rewarded with their endearment.

As one of Australia’s finest business intelligence, performance management and analytics specialists, Resurg provides businesses with the tools for smarter decision-making by integrating their forecasting, data analysis and reporting into a single platform.