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How to Write Successful Fundraising Appeals Now in a completely revised third edition, this classic book shows how to create winning appeals that will realize the full potential of direct mail and online fundraising. Written by fundraising guru Mal Warwick, with assistance from Eric Overman, this comprehensive resource gives nonprofit fundraising staff the information needed to write compelling fundraising appeals for any medium. If you follow Warwick's guidelines, your direct mail and online fundraising campaigns will produce better results, year after year. Written in an easy-to-read style, the book is filled with practical techniques, proven approaches, and illustrative examples of both successful and unsuccessful appeals based on the authors' wealth of experience fundraising for hundreds of nonprofits. Step-by-step and appeal by appeal, the book shows how to navigate the fundraising appeal process with ease. To meet the demands of today's socially connected donors, this new edition explains how to mesh today's online technologies with direct mail to produce optimal fundraising results. You'll learn how to use e-mail, websites, Facebook, Twitter, and mobile technology to recruit more donors and raise more money. The book includes current research on timely topics such as online vs. offline behavior, online giving statistics, demographics, and best practices in integrated fundraising. If you're a nonprofit professional eager to master the latest methods in fundraising, or simply need to write direct mail appeals for your organization, How to Write Successful Fundraising Appeals will help you hone your skills and create appeals that will hit the mark every time.
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Seitenzahl: 405
Veröffentlichungsjahr: 2013
Contents
Free Professional Content
Preface to the Third Edition
About the Author
Introduction: Why You Should Read This Book
Part One: Motivating Your Audience
Chapter One: Why People Respond to Fundraising Appeals
People Send Money Because You Ask Them to
People Send Money Because They Have Money Available to Give Away
People Send Money Because They’re in the Habit of Sending Money
People Send Money Because They Support Organizations Like Yours
People Send Money Because Their Gifts Will Make a Difference
People Send Money Because Gifts Will Accomplish Something Right Now
People Send Money Because You Recognize Them for Their Gifts
People Send Money Because You Give Them Something Tangible in Return
People Send Money Because You Enable Them to “Do Something” about a Critical Problem, if Only to Protest or Take a Stand
People Send Money Because You Give Them a Chance to Associate with a Famous or Worthy Person
People Send Money Because You Allow Them to Get Back at the Corrupt or the Unjust
People Send Money Because You Give Them the Opportunity to “Belong”—as a Member, Friend, or Supporter—and Thus You Help Them Fight Loneliness
People Send Money Because You Enable Them to Offer Their Opinions
People Send Money Because You Provide Them with Access to Inside Information
People Send Money Because You Help Them Learn about a Complex and Interesting Problem or Issue
People Send Money Because You Help Them Preserve Their Worldview by Validating Cherished Values and Beliefs
People Send Money Because You Allow Them to Gain Personal Connections with Other Individuals Who Are Passionately Involved in Some Meaningful Dimension of Life
People Send Money Because You Give Them the Chance to Release Emotional Tension Caused by a Life-threatening Situation, a Critical Emergency, or an Ethical Dilemma
People Send Money Because They Are Afraid
People Send Money Because You Allow Them to Relieve Their Guilt about an Ethical, Political, or Personal Transgression, Whether Real or Imagined
People Send Money Because You Give Them Tax Benefits
People Send Money Because They Feel It’s Their Duty
People Send Money Because They Believe It’s a Blessing to Do so
People Send Money Because They Want to “Give Something Back”
People Send Money Because You Offer Them a Choice of Specific Programs or Projects
Chapter Two: How a Fundraising Appeal Is Like a Personal Visit
What Happens in a Personal Fundraising Visit?
How People Decide Whether to Open Fundraising Letters
How a Fundraising Letter Is Like a Face-to-Face Dialogue
Answering Your Reader’s Questions Before They’re Even Asked
The Four Waves of Rejection
A Closer Look at the First Twenty Seconds in Your Letter’s Public Life
Chapter Three: What Donors Really Think about Fundraising Letters
How Ten People Reacted to My Pride and Joy
Why Did We Set Up That Exasperating Focus Group, Anyway?
What Those Ten People Taught Me (All Over Again)
Chapter Four: Characteristics of an Effective Fundraising Appeal
Fundraising Campaigns: One Size Won’t Fit All
Chapter Five: A Leisurely Tour through One Successful Appeal
The San Francisco Conservatory of Music Appeal
What You Can—and Can’t—Learn from This Example
A Shorter Journey through a Letter That Doesn’t Work Well
Part Two: Your Plan of Action
Chapter Six: What to Do Before You Write Any Fundraising Appeal
The Twenty Important Questions You Need to Ask Before You Begin Writing
How to Write a Marketing Concept
Chapter Seven: Eight Steps toward Successful Fundraising Appeals
Step 1: Develop the Marketing Concept
Step 2: Determine the Contents of Package
Step 3: Draft the Reply Device
Step 4: Write the Outer-Envelope and E-mail Subject Lines
Step 5: Write the Lead
Step 6: Write the P.S.
Step 7: Consider Subheads and Underlining
Step 8: Write the Text (at Last!)
Chapter Eight: The Cardinal Rules of Fundraising Letters
The Cardinal Rules
Three More Things to Keep in Mind
Rating Your Writing
Chapter Nine: You’re Writing for Results—Not for a Pulitzer Prize
Rudolf Flesch’s Rules of Effective Writing
How Writing for Results Is Different from Writing to Describe or Report
When Does the Fun Start?
Part Three: Customizing Your Appeal
Chapter Ten: Recruiting New Donors
How Donor Acquisition Letters Differ from Other Fundraising Appeals
Chapter Eleven: Recruiting New Supporters
Driving Pledge Activity
Using the Web and E-mail
Chapter Twelve: Welcoming New Donors
Case Study: Global Fund for Women
How New Donor Welcome Packages Are Different from Other Fundraising Appeals
Six Reasons You Should Send an E-mail Welcome Series and Direct Mail Welcome Packages
Chapter Thirteen: Appealing for Special Gifts
How Special Appeals Are Different from Other Fundraising Appeals
Chapter Fourteen: Asking for Year-End Contributions
How Year-End Appeals Are Different from Other Fundraising Appeals
Chapter Fifteen: Recruiting Monthly Sustainers
How Sustainer Invitations Are Different from Other Fundraising Appeals
Chapter Sixteen: Soliciting High-Dollar Gifts
How High-Dollar Appeals Are Different from Other Fundraising Letters
Chapter Seventeen: Going for Bigger Gifts
How Donor Upgrade Appeals Are Different from Other Fundraising Appeals
Case Study: AIDS Project Los Angeles Upgrade Appeal
Chapter Eighteen: Seeking Annual Gifts
How Renewal Letters Are Different from Other Fundraising Appeals
Case Study: Corporate Accountability International’s Annual Membership Renewal Series
Chapter Nineteen: Thanking Your Donors
How Thank-You Letters Are Different from Other Fundraising Letters
Why You Need to Write Thank-Yous
How Some of the Country’s Top Fundraising Mailers Thank Their Donors
Case Study: An Example of a Great Thank-You Letter
Chapter Twenty: Promoting Legacy Gifts
How Legacy Promotion Letters Are Different from Other Fundraising Appeals
Case Study: Project Bread Bequest Promotion
Part Four: Reinforcing Your Appeal
Chapter Twenty-One: Rounding Out Your Appeal with Online Media and More
How a Multichannel Fundraising Program Is Like a Turkey Sandwich with All the Trimmings
What You Can (and Can’t) Expect from Online Fundraising
Channel by Channel, the Nuts and Bolts of Multichannel Fundraising
“Whoa, My Head Is Starting to Hurt!”
Chapter Twenty-Two: Writing Online Appeals
Anatomy of an E-mail Appeal
How Writing E-mails Is Different from Putting Words on Paper
The Cardinal Rules of Writing E-mail Appeals
Creating an Effective E-Newsletter
Prepare Your Website for Multichannel Engagement
Driving Dialogue with Social Media
The New Frontier of Mobile Marketing
Even More Techniques to Involve Your Donors Online
Which Comes First—the Chicken or the Egg?
The Immediate Future of Online Appeals
Chapter Twenty-Three: The New Keys to Success in Fundraising Today
Today’s Route to Riches?
Where’s the Yellow Brick Road?
Part Five: The Appeal Writer’s Toolbox
Appendix A: Sample Multichannel Campaign Calendar
Appendix B: Twenty Great E-mail Subject Lines
Appendix C: Sixty Successful Outer-Envelope Teasers
Appendix D: Fifty-Four Strong Leads for Fundraising Appeals
Appendix E: Ninety Ways to Use the Word “You” in a Fundraising Appeal
Appendix F: Sixty-Three Ways to Handle Awkward Copywriting Transitions
Appendix G: Forty-One Powerful Ways to End a Fundraising Appeal
Appendix H: Fifty-Eight Ways to Start a P.S. in a Fundraising Appeal
Appendix I: Fifteen Ways How Not to Get Results
Index
Copyright © 2013 by Mal Warwick. All rights reserved.
Cover design by JPuda
Cover image: © istockphoto
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Library of Congress Cataloging-in-Publication Data
Warwick, Mal.
How to write successful fundraising appeals/Mal Warwick, Eric Overman. — Third edition.
pages cm. — (The Jossey-Bass nonprofit guidebook series)
Revised edition of the author’s How to write successful fundraising letters, 2nd ed.
Includes index.
ISBN 978-1-118-54366-5 (paper); ISBN 978-1-118-57321-1 (ebk.); ISBN 978-1-118-57325-9 (ebk.); ISBN 978-1-118-61808-0 (ebk.)
1. Direct-mail fund raising. 2. Nonprofit organizations—Finance. I. Overman, Eric. II. Title.
HV41.2.W378 2013
658.15'224—dc23
2012048511
The Jossey-Bass Nonprofit Guidebook Series
The Jossey-Bass Nonprofit Guidebook Series provides new to experienced nonprofit professionals and volunteers with the essential tools and practical knowledge they need to make a difference in the world. From hands-on workbooks to step-by-step guides on developing a critical skill or learning how to perform an important task or process, our accomplished expert authors provide readers with the information required to be effective in achieving goals, mission, and impact.
Other Titles in the Jossey-Bass Guidebook Series
Preface to the Third Edition
Nearly twenty years ago I set out to develop the first edition of How to Write Successful Fundraising Letters. Measured against a geological timescale, two decades isn’t a long time—but in fundraising terms the world has changed as surely and as dramatically as if the continents had drifted farther apart. Fundraisers today—those who were content to solicit funds by mail twenty years ago—face a multichannel environment, more complex, often baffling, and continuously changing.
The first edition of this book was exclusively about fundraising by direct mail. It represented my best effort to explain how and why the technique works—and how to make the most of it. Using abundant examples of successful and unsuccessful fundraising letters, I explained, step by step, what works and what doesn’t in direct mail fundraising. I described all the different kinds of direct mail fundraising letters—if you’re a beginner, don’t be surprised that there are a lot of them!—and I explained why the differences matter and how to make them clear in your own writing.
For most nonprofits today, direct mail is still the workhorse in the development office, generating the largest number of new donors and raising by far the largest amount of net revenue for operations. But the number of ways that nonprofit organizations are raising money from the public has proliferated with the advent of e-mail, the World Wide Web, mobile computing, and social media, resulting in the multichannel environment that fundraisers confront today. That’s why, from beginning to end, this book is dramatically different from its earlier editions. The changes include:
A new title, How to Write Successful Fundraising Appeals
(not just
Letters
), to reflect the changed reality that today’s fundraisers confront
Three new chapters
(“Recruiting New Supporters: Beginning the Cultivation Process Online,” “Rounding Out Your Appeal with Online Media and More,” and “The New Keys to Success in Fundraising Today”) and a fourth chapter thoroughly updated and expanded (“Writing Online Appeals”)
New sample fundraising appeals
substituted for nearly all the examples found in the second edition
Revised text throughout
, with every single sentence weighed for its relevance to current conditions
Additions to the resources
at the end of the book
A website
dedicated to this book (
www.josseybass.com/go/fundraisingappeals
), featuring numerous additional sample appeals (all in full color, of course).
If you want to cut to the chase and get a handle on the changes that time has wrought in the fundraising environment, I suggest you turn to the concluding chapter, “The New Keys to Success in Fundraising Today.”
And if you’re now using a previous edition of this book as a reference, you’d be well advised to consult this third edition instead. Yes, things have changed that much.
Three of my colleagues played pivotal roles in preparing this third edition. Eric Overman, vice president of digital strategy at Donordigital, reviewed the text for consistency with the current demands and opportunities of online communications, provided the substance of two of the new chapters, prepared two new resource sections for part 5, and supplied examples of online fundraising appeals from his work with clients. Eric spent a great deal of time on this project, and I’m very grateful to him. And my old friend Bill Rehm, vice president of Mal Warwick Associates, put in the hours too, suggesting substantial changes in the text, identifying out-of-date material to cut, and supplying the new direct mail examples featured in this edition. Finally, Amanda Melton, party planner/wordsmith/office manager/actor, secured most of the permissions for the illustrations used in this book, a truly thankless task for which I thank her anyway.
I couldn’t possibly have produced this book without Eric’s and Bill’s help. They contributed a great deal to its freshness and new insights. Nonetheless, the final decisions about what to include or exclude were mine, so please blame me if you’re unhappy.
I’m also indebted to my editors at Jossey-Bass, who were a pleasure to work with. They caught several potentially embarrassing slips on my part, and I’m grateful. Besides, they’re the ones who actually publish the book!
If your job—or your personal predilection—keeps you engaged full-time in direct mail fundraising or in online fundraising and marketing, you may find what follows in this book a little disquieting. Get used to it. The days are long gone when we could hole up in our specialties and still meet ambitious fundraising targets. The world doesn’t work that way anymore. In any form of direct response fundraising, you’ll find it essential nowadays to work closely with those who manage other aspects of direct response. Otherwise, you won’t be able to maximize your fundraising returns. I hope this greatly revised book will help you on your way.
Berkeley, California
April 2013
Mal Warwick
About the Author
For more than thirty years, Mal Warwick has been widely known in the nonprofit sector as an author, consultant, and public speaker on marketing and fundraising for nonprofit organizations and in the private sector as an advocate for socially and environmentally responsible business policies and practices.
Mal is the founder and chairman of Mal Warwick | Donordigital (www.malwarwick.com), a full-service fundraising agency with offices in Berkeley, California, and Washington, DC. The firm specializes in integrated, multichannel fundraising and marketing, serving nonprofit organizations nationwide since 1979. It is a Founding B Corporation and is now employee owned.
Mal has written, coauthored, or edited a total of twenty books, including Fundraising When Money Is Tight, Revolution in the Mailbox, and several other standard fundraising texts. For twenty-five years, until February 2011, he also edited the free, monthly, electronic newsletter, Mal Warwick’s Newsletter: Successful Direct Mail, Telephone & Online Fundraising™, which had more than ten thousand subscribers in sixty-nine countries. Over the course of his fundraising career, he has been widely in demand as a speaker and workshop leader throughout the world. Mal has taught fundraising on six continents to nonprofit executives from more than one hundred countries.
Among the hundreds of nonprofits Mal and his colleagues served over the years are many of the nation’s largest and most distinguished charities as well as six Democratic presidential candidates and scores of small, local, and regional organizations. Collectively, Mal and his associates have been responsible for raising close to one billion dollars—largely in the form of small gifts from individuals.
Mal has played a leadership role in the fundraising and direct marketing fields both nationally and internationally. In 2009 and 2010, he cofounded and chaired the International Fundraising Congress Online, the world’s first virtual fundraising conference, involving more than four hundred sites in forty-two countries, and he chaired its successor, Fundraising Online 2011. Previously, in 2007–2008, he served as chair of that event’s sponsor, the international organization Resource Alliance (London, UK). The Resource Alliance is the organizer of the annual International Fundraising Congress in The Netherlands and a leading force globally in developing the fundraising capacity of nongovernmental organizations, increasing their ability to build civil society. Having helped to establish one of its two predecessor organizations in the early 1980s, he was also an active member of the Direct Marketing Association Nonprofit Federation (Washington, DC). In addition, he served for ten years on the board of the Association of Direct Response Fundraising Counsel (Washington, DC), two of those years as board president.
In 2004, Mal received the Hank Rosso Outstanding Fundraising Executive Award from the Association of Fundraising Professionals, Golden Gate Chapter, and Northern California Grantmakers. In 2009, he was granted the Max L. Hart Nonprofit Leadership Award by the Direct Marketing Association Nonprofit Federation, in recognition of his lifetime contributions to direct marketing.
Mal chairs the board of GreatNonprofits (based in San Francisco), which is partnering with major institutions to bring the voices of donors, volunteers, and beneficiaries to the forefront in evaluating the impact of nonprofit organizations.
A serial entrepreneur and impact investor, Mal has been active in promoting social and environmental responsibility in the business community nationwide for more than two decades. He is the coauthor of The Business Solution to Poverty: Designing Products and Services for Three Billion New Customers (with Paul Polak), and of Values-Driven Business: How to Change the World, Make Money, and Have Fun (with Ben Cohen, cofounder of Ben & Jerry’s). Along with Ben Cohen and others, Mal was a cofounder of Business for Social Responsibility in 1992, and he served on its board during its inaugural year. In 2001, after more than a decade as an active member of Social Venture Network, he began a six-year stretch (2001 to 2007) on its board, serving as chair for four of those years and as vice-chair for two.
Mal was a Peace Corps volunteer in Ecuador for more than three years in the 1960s. Since 1969, he has lived in Berkeley, California, where he is deeply involved in local community affairs. In 2006, he was awarded the Benjamin Ide Wheeler Medal by the Berkeley Community Fund as “Berkeley’s most useful citizen,” in recognition of his lifetime contributions to the community.
Mal is the grandfather of Dayna, Iain, Matthew, Gwen, Andrew, Kaleb, and Benjamin.
Introduction:
Why You Should Read This Book
I immodestly recommend that you read this book for a number of reasons:
If you write fundraising appeals for a hospital, a college or university, a museum, a health agency, a human service organization, a public interest advocacy group, or any other nonprofit that needs funds
If you want to write appeals that raise more money for your organization
If you serve in a leadership role in a nonprofit organization as executive director, development director, or marketing director
If you are a member of a nonprofit’s board of directors and you want to assess the effectiveness of your organization’s fundraising appeals
If you’re involved in public relations, advertising, or marketing for a nonprofit organization or institution
If you want to understand better how fundraising works
If you want to understand how combining direct mail and online appeals can help you raise much more money
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