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How To Create A Newsletter That
         Donors Read and Respond To

                 Sandy Rees

               February 20, 2013

A Service
   Of:                    Sponsored by:
INTEGRATED PLANNING
            Advising nonprofits in:        www.synthesispartnership.com
            • Strategy
            • Planning                                    (617) 969-1881
            • Organizational Development   info@synthesispartnership.com


A Service
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Affordable collaborative data
             management in the cloud.

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Today’s Speaker




                                     Sandy Rees
                                    Fundraising Coach
                                     GetFullyFunded
Assisting with chat questions:                                                   Hosting:
Jamie Maloney, Nonprofit Webinars                        Sam Frank, Synthesis Partnership

A Service
   Of:                                              Sponsored by:
Sandy Rees, CFRE
     Fundraising Coach
www.GetFullyFunded.com
1.   Fundraising is based on relationships.
2.   Fundraising MUST be donor-based.
3.   Effective donor communication is essential.
People read it
And respond to it
1.   Decide what you want your newsletter to be.
2.   Plan it.
3.   Write it.
4.   Send it.
5.   Measure the results.
   You can spend a lot of time on them.
   They may not get read.
   They might get trashed or deleted.

   When done well, they create revenue and
    build relationships!
   What is your newsletter’s purpose?
    ◦ Educational?
    ◦ Fundraising?
    ◦ Something else?

   What call-to-action will your newsletter have?
   Set priorities
   Shift from being reactive to proactive
   Achieve your goals
   Reduce your stress
   Be successful!
   How often will you create and distribute your
    newsletter?
    ◦   Once a year?
    ◦   Twice a year?
    ◦   Quarterly?
    ◦   Monthly?
    ◦   Something else?
   Will your newsletter be print or digital?
   Who will you send it to?
    ◦ Entire mailing list?
    ◦ Donors?
   Will you create and produce it in-house or
    outsource?
Grants   Special Events   Individual donors     Major gifts   Marketing      Communications          Other (vacations,
                                (monthly giving,                    (public        (newsletter, website,   training, etc.)
                                direct mail, lapsed                 speaking,      annual report, etc.)
                                donors, etc.)                       media,
                                                                    advertising,
                                                                    etc.)


Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
What are your goals for your newsletter?

Without a goal, we’d just run up and down the
 field all day and never score.
   S = Specific
   M = Measurable
   A = Attainable
   R = Realistic
   T = Timely
   Sign up 10 new volunteers for our program.
   Raise $25,000 for operations.
   Have 25 people visit our website this month.
   Double the number of monthly givers.
   Decide on the number of pages
   Choose who will do the layout
   Create a budget and a production schedule
   Trim costs – talk to your printer for discounts
Don’t create a PDF file of your print newsletter
 and send it out!

   How will you manage email addresses?
   Will you send the whole newsletter in the
    email text, as an attachment, or link to it
    online?
   Who will create and send the newsletter?
Once you know your schedule, plan out a
 year’s worth of content.

Keep it focused on the donor!
What does my donor want to read?
What is she interested in?
What does she care about?
Keep your mind focused on what is interesting
 to the reader - NOT what YOU think is
 interesting.
   Story about one client or one family
   Client- or donor-focused articles
   Your organizational info:
    ◦   Mission Statement
    ◦   Board list
    ◦   Staff list
    ◦   Address
    ◦   Phone number
    ◦   Web site url
   Acknowledgement/Words of thanks
   Wish list
   Long letter from the Executive Director
   Long letter from the Board Chair
   Stories welcoming new staff members
   New Board member bio
   Industry awards you’ve won that no one will
    understand
   Anything lengthy, boring, and full of jargon!
   Up front!
   Focus on 1 person or 1 family
   Tell the “before” and “after”
   Include 1 or 2 good photos
   Close enough to connect with the person’s eyes
   Focused on 1 person or 1 family
   Tells 1 main thing with a few interesting
    details
   “Before” and “after”
   Your organization is a supporting character

   Get to the “nut” right away, then flesh out the
    details of the story
   “Thanks to you…”
    ◦   Media
    ◦   Businesses
    ◦   Churches
    ◦   Civic groups
    ◦   Scout troops

   Public acknowledgement
   Plants seeds
   Include if you have space
   Offers a unique way to give
   Plants seeds
   Great tool for giving people ideas
   Include anything and everything!
   Include a range of items from low cost to
    high
   Include a dozen or so items
   Include volunteers
   Include name and contact info of the person
    to call to fill a wish
   “Remember us in your will”
   Encourage readers to visit your website.
   “To read more about the Jones family or to
    hear their story in their own words, visit
    www…..”
   Recruit a volunteer
   Find an intern
   Get pro-bono help
   Recycle articles from old newsletters
   Use articles from other organizations (with
    permission)
   Use bits from brochures, your website, your
    annual report, grant proposals, etc.
   Plan out a year’s worth of content
   Create a production schedule
   Grab stories when they come in
   Keep a running list of ideas for content and
    filler
   Newsletter in email?
   Newsletter on website?
   Newsletter as attachment?
   Text only vs html
   Name of your organization
   Date
   Organization Contact information
   Subscribe link
   Unsubscribe link
   Keep the paragraphs short!
   Sans serif font
   Large enough font
   Be careful of colors
   Minimize scrolling
   Minimize clicks
   Print
   Email
Send them a copy of your print newsletter
 Unfolded
 With a personal note
 First class postage
 Hand-addressed
   Use a mail service like Constant Contact
   Send a text and html version
   Test for the best day
   Use a “hooky” subject line
   Publish consistently
   Personalize it!
   Don’t spam
   How did you do?
   Was it successful?
   Should you do it again?
   Keep your list clean!
   Always be adding to your list
   Use a donor-tracking software
   Code the reply envelopes

   Measure the % response
    ◦ (Total number gifts received / total number mailed) x
      100
    ◦ (10 gifts received/100 mailed) x 100 = 10% response

   Measure the average gift size
    ◦ Total dollars received/number of gifts received
    ◦ $100 received/10 gifts = $10 average gift size

   Actual results vs budget results
   Mail service analytics

   Measure Open Rate: How many newsletter
    emails were opened?

   Which links were most clicked?
   How many people clicked through to donate?
   How many gifts were given?
   Average gift size?
Sandy Rees, CFRE
www.GetFullyFunded.com
Sandy@GetFullyFunded.com
Find listings for our current season
          of webinars and register at:

            NonprofitWebinars.com


A Service
   Of:                     Sponsored by:

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How To Create A Newsletter That Donors Read and Respond To

  • 1. How To Create A Newsletter That Donors Read and Respond To Sandy Rees February 20, 2013 A Service Of: Sponsored by:
  • 2. INTEGRATED PLANNING Advising nonprofits in: www.synthesispartnership.com • Strategy • Planning (617) 969-1881 • Organizational Development info@synthesispartnership.com A Service Of: Sponsored by:
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  • 4. Today’s Speaker Sandy Rees Fundraising Coach GetFullyFunded Assisting with chat questions: Hosting: Jamie Maloney, Nonprofit Webinars Sam Frank, Synthesis Partnership A Service Of: Sponsored by:
  • 5. Sandy Rees, CFRE Fundraising Coach www.GetFullyFunded.com
  • 6. 1. Fundraising is based on relationships. 2. Fundraising MUST be donor-based. 3. Effective donor communication is essential.
  • 7. People read it And respond to it
  • 8. 1. Decide what you want your newsletter to be. 2. Plan it. 3. Write it. 4. Send it. 5. Measure the results.
  • 9. You can spend a lot of time on them.  They may not get read.  They might get trashed or deleted.  When done well, they create revenue and build relationships!
  • 10. What is your newsletter’s purpose? ◦ Educational? ◦ Fundraising? ◦ Something else?  What call-to-action will your newsletter have?
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  • 12. Set priorities  Shift from being reactive to proactive  Achieve your goals  Reduce your stress  Be successful!
  • 13. How often will you create and distribute your newsletter? ◦ Once a year? ◦ Twice a year? ◦ Quarterly? ◦ Monthly? ◦ Something else?
  • 14. Will your newsletter be print or digital?  Who will you send it to? ◦ Entire mailing list? ◦ Donors?  Will you create and produce it in-house or outsource?
  • 15. Grants Special Events Individual donors Major gifts Marketing Communications Other (vacations, (monthly giving, (public (newsletter, website, training, etc.) direct mail, lapsed speaking, annual report, etc.) donors, etc.) media, advertising, etc.) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
  • 16. What are your goals for your newsletter? Without a goal, we’d just run up and down the field all day and never score.
  • 17. S = Specific  M = Measurable  A = Attainable  R = Realistic  T = Timely
  • 18. Sign up 10 new volunteers for our program.  Raise $25,000 for operations.  Have 25 people visit our website this month.  Double the number of monthly givers.
  • 19. Decide on the number of pages  Choose who will do the layout  Create a budget and a production schedule  Trim costs – talk to your printer for discounts
  • 20. Don’t create a PDF file of your print newsletter and send it out!  How will you manage email addresses?  Will you send the whole newsletter in the email text, as an attachment, or link to it online?  Who will create and send the newsletter?
  • 21. Once you know your schedule, plan out a year’s worth of content. Keep it focused on the donor!
  • 22. What does my donor want to read? What is she interested in? What does she care about?
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  • 24. Keep your mind focused on what is interesting to the reader - NOT what YOU think is interesting.
  • 25. Story about one client or one family  Client- or donor-focused articles  Your organizational info: ◦ Mission Statement ◦ Board list ◦ Staff list ◦ Address ◦ Phone number ◦ Web site url  Acknowledgement/Words of thanks  Wish list
  • 26. Long letter from the Executive Director  Long letter from the Board Chair  Stories welcoming new staff members  New Board member bio  Industry awards you’ve won that no one will understand  Anything lengthy, boring, and full of jargon!
  • 27. Up front!  Focus on 1 person or 1 family  Tell the “before” and “after”  Include 1 or 2 good photos
  • 28. Close enough to connect with the person’s eyes
  • 29. Focused on 1 person or 1 family  Tells 1 main thing with a few interesting details  “Before” and “after”  Your organization is a supporting character  Get to the “nut” right away, then flesh out the details of the story
  • 30. “Thanks to you…” ◦ Media ◦ Businesses ◦ Churches ◦ Civic groups ◦ Scout troops  Public acknowledgement  Plants seeds
  • 31. Include if you have space  Offers a unique way to give  Plants seeds
  • 32. Great tool for giving people ideas  Include anything and everything!  Include a range of items from low cost to high  Include a dozen or so items  Include volunteers  Include name and contact info of the person to call to fill a wish
  • 33. “Remember us in your will”
  • 34. Encourage readers to visit your website.  “To read more about the Jones family or to hear their story in their own words, visit www…..”
  • 35. Recruit a volunteer  Find an intern  Get pro-bono help
  • 36. Recycle articles from old newsletters  Use articles from other organizations (with permission)  Use bits from brochures, your website, your annual report, grant proposals, etc.
  • 37. Plan out a year’s worth of content  Create a production schedule  Grab stories when they come in  Keep a running list of ideas for content and filler
  • 38. Newsletter in email?  Newsletter on website?  Newsletter as attachment?  Text only vs html
  • 39. Name of your organization  Date  Organization Contact information  Subscribe link  Unsubscribe link
  • 40. Keep the paragraphs short!  Sans serif font  Large enough font  Be careful of colors  Minimize scrolling  Minimize clicks
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  • 43. Print  Email
  • 44. Send them a copy of your print newsletter  Unfolded  With a personal note  First class postage  Hand-addressed
  • 45. Use a mail service like Constant Contact  Send a text and html version  Test for the best day  Use a “hooky” subject line  Publish consistently  Personalize it!  Don’t spam
  • 46. How did you do?  Was it successful?  Should you do it again?
  • 47. Keep your list clean!  Always be adding to your list  Use a donor-tracking software
  • 48. Code the reply envelopes  Measure the % response ◦ (Total number gifts received / total number mailed) x 100 ◦ (10 gifts received/100 mailed) x 100 = 10% response  Measure the average gift size ◦ Total dollars received/number of gifts received ◦ $100 received/10 gifts = $10 average gift size  Actual results vs budget results
  • 49. Mail service analytics  Measure Open Rate: How many newsletter emails were opened?  Which links were most clicked?  How many people clicked through to donate?  How many gifts were given?  Average gift size?
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