Supercharge Sustainer Retention With Face-to-Face Fundraising, Part 2
Retention. It’s something every single one of us struggles with. And no matter how a new sustainer came on board (digitally, direct mail, telephone, face-to-face, TV or other), the first three months after sign-up are critical to retaining new sustainers.
But when it comes to recurring donors acquired via face-to-face (also referred as F2F, street, canvassing, door), retention becomes even more crucial.
A group of nonprofit organizations (NPOs) have been working on this best practice list and came together at a recent meeting of the Professional Face-to-Face Fundraising Association (PFFA) and shared their extensive experience of holding onto high-quality sustainers and finalized the top 10 keys to doing so.
Here are their top 10 keys — the “must-dos” for maximizing recurring donor retention in the first 90 days.
1. Make sure sustainers are the ‘right age.’
Know the target age group you are aiming to bring on board and then qualify the age of your new sustainers at the point of sign-up. Then make sure this is accurate with a welcome call to verify details. This “right” age may be different for each organization, but this will help you track retention by age groups and requalify new sustainers moving forward.
2. Data quality is essential!
Make sure that the information your face-to-face fundraisers are collecting is accurate and reliable. Electronic systems should have built-in checking and validation measures, and these should be verified through phone calls after sign-up.
3. Ensure financial processes operate perfectly
If you’ve done all the hard work to inspire new sustainers, don’t lose out on their gifts because of badly implemented financial processes. Make sure your database connection with your payment gateway is working smoothly. And (this is really important) make sure that your process to update credit card details is capturing every change for every sustainer. A quick check of all recurring payment processes for various payment frequencies can avoid missed payments for frequencies other than monthly.
Face-to-Face Fundraiser Training
4. Get the whole team involved.
Bring in your fundraising colleagues and those working on your organization’s program into training sessions for the face-to-face fundraisers. This will mean the fundraisers will have a better understanding of your work and your colleagues will be better informed about how face-to-face fundraising works. It brings the whole team closer together. If you do this right, you’ll have many more people rooting internally for bringing in more sustainers, and you’ll generate more loyal sustainers as well.
5. Support vendor staff retention.
Work with your professional fundraising agency (PFA) to support retention of face-to-face fundraisers. The longer they stay with your agency, the more invested they become in your program. By providing great training and celebrating the successes of the face-to-face team, it encourages your top fundraisers to stay with the program. One easy way to ensure that the PFA gets updates and has some extra great ways to motivate the fundraisers is by ensuring that you send out direct mail updates, newsletters, calendars and any types of stickers or posters that will help keep your program in the forefront of their minds and their conversations with potential sustainers fresh.
Donor Journey and Customer Service
6. Personalize thank-you letters.
A personalized thank-you letter from the face-to-face fundraiser can add to the connection with the new sustainer. It reminds them of how good he or she felt when first signing up, and the letter will come when it is critical to reinforce the sustainers’ commitment to a long-term gift.
7. Confirm the relationship as soon as you can.
While the new sustainer is still feeling the strength of the connection with the face-to-face fundraiser, make sure to also make sure he or she understands this is a legitimate process. Get your cause connected and reinforced as soon as you can, and thank the sustainer by using a text, phone call and letter. Make sure that these messages are consistent with what the sustainer heard from the fundraiser. Typically, organizations try to get these messages out within the first 48 hours after sign-up.
8. Transition from face-to-face fundraiser to the organization’s mission.
Start the long-term relationship with the new sustainer and transition them from the personal connection to the fundraiser to a positive connection with your organization and cause. Some people sign up because of the personality of a passionate and effective face-to-face fundraiser, and it is really important to strengthen the sustainer’s connection with the cause and not just one person.
9. Steward and engage.
Give your sustainers a wide range of opportunities to engage with your organization across multiple channels. Design a stewardship process specifically for your supporters who have come on board through face-to-face fundraising. And do realize that stewardship often starts even before the sustainer receives their first thank-you letter. One example is to have a special web page on your site about your face-to-face fundraising campaign where sustainers can go to at their leisure. It confirms that they just had a great conversation with one of your face-to-face fundraisers and more importantly, it confirms that they made the right decision.
10. Test, test and test some more.
Take a look at your overall messaging. What works in other channels? If you’ve tested some messaging in the mail, via email or phone, this can help. Test some options with the PFA and their teams and work out which story and messaging is expected to resonate with your sustainers most. Realize that your face-to-face acquired sustainers may react differently to those coming from other channels.
Then, do the same for subsequent messaging after the face-to-face acquired sustainer is with you. What works for them? How often should you communicate with them? Make sure to understand the data that tells you when to connect and when to suppress!
These 10 keys from NPOs are gold nuggets gleaned from years of experience by organizations and their partners who are leading face-to-face fundraising efforts in the U.S.
This is just a taste of the expertise that has been pooled through the PFFA’s work group program.
The PFFA is the self-regulatory association for organizations utilizing or working in and with face-to-face fundraising approaches and has more than 25 member organizations including NPOs, PFAs and service providers.
The PFFA has organized work group meetings three times a year since 2015. These work groups are a chance for sector experts to meet and to find ways to improve face-to-face fundraising and ensure sustainable fundraising practices in the U.S. well into the future. The power of the PFFA is the sharing and implementation of best practice — which allows for much wider knowledge and experience contributed than any single organization can provide on its own.
If you’d like to find out more about the PFFA, the opportunity to participate in future work groups and learn about a huge range of other benefits, PFFA membership is critical to making your face-to-face program a success. More information — find out more at www.pffaus.org or by emailing: firstname.lastname@example.org.
Erica Waasdorp is one of the leading experts on monthly giving. She is author of the book "Monthly Giving. The Sleeping Giant." She is the president of A Direct Solution, a company serving nonprofit organizations with fundraising and direct marketing needs, with a focus on monthly giving and appeals.
She just co-authored the "Monthly Giving Starter and Marketing Kit" with Donor Perfect, and she’s working on her next book called "Monthly Giving Made Easy." She regularly blogs and presents on fundraising, appeals and monthly giving—in person and through webinars. She is happy to answer any questions you may have about this great way of improving retention rates for your donors.
Erica has over 30 years of experience in nonprofits and direct response. She helped the nonprofits she works with raise millions of dollars through monthly giving programs. She is also very actively supports organizations with annual fund planning and execution, ranging from copywriting, creative, lists, print and mail execution.
When she’s not working or writing, Erica can be found on the golf course (she’s a straight shooter) or quietly reading a book. And if there’s an event with a live band, she and her husband, Patrick, can be found on the dance floor. She also loves watching British drama on PBS. Erica and Patrick have two step sons and cat, Mientje.
Sherry Bell serves as the president of the board of directors of the Professional Face to Face Fundraising Association (PFFA) and has been an active participant in efforts to increase cooperation in face-to-face fundraising over the last five years, and has taken a leadership role in the development of the PFFA.
Sherry is also the CEO of Grow Fundraising & Consulting, Inc., where provides sustainer acquisition and consultative services to nonprofit organizations.
Sherry has more than 20 years of experience in performance management. She began her transition from direct sales to nonprofit fundraising in late 2004. During her career in nonprofit fundraising she has gained significant experience as a C-suite executive in several professional fundraising agencies, as well as developing in-house and fundraising agency strategies for growth in acquisition.