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    A weekly look at how charities can communicate better with donors through design.

Interval House Gratitude Report

March 1st, 2010

Your mission, Agents of Good, is to create a thoughtful and inspiring donor-centred report.” – Interval House, September 2009

Agent Jen, Mark and John reporting for duty. Debrief and disclosure on a successful mission.
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About You
Interval House’s 2009 Report is so donor-centred that it isn’t even an Annual Report: it’s a Gratitude Report. Our vision was donors feeling active and engaged right from the title on. Together, we walk through every room at Canada’s first centre for abused women and children, telling positive and powerful stories that show their gift in action. The real and passionate people behind the Co-Chairs and Executive Managers have different messages to convey: the Co-Chairs can be effusive and nurturing; the Executive Managers have a confident tone and demonstrate leadership. And what about those all-important pie charts? We transitioned them from being complicated-finance-organization-robo-speak to something donors can feel pride in.

USP: Unique Selling Position
Are you tired of the ‘sameness’ of Annual Reports too? You pick it up and it could be for a hospital, health charity, environmental group or [insert charity here]. This is not an off-the-shelf solution. It couldn’t be a Report for any other charity – this is about Interval House and their donors. Only the insistent and amazing people at Interval House can take credit for their USP: providing crisis shelter and holistic programs that heal families escaping domestic violence. Our job was to show that USP, and how donors make it happen, on every single page.

Creative Collaboration = Best Results
Our notes from our energetic brainstorming session: sacred space, stories in every room, personal, special, home. I put down my pen and knew we nailed it with this word: “dollhouse”. A dollhouse is evocative storytelling in action. Our next challenge was to develop a unique creative treatment. We collaborated with an illustrator and artist, the one-of-a-kind Jessica Gordon, who stylistically would bring the sort of warmth to the House that it deserved.
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Illustrations by Jessica Gordon

For the online piece, we took a digital image of the “empty” house with none of the detail, and then each room “lights up” and all those wonderful, intimate details bring it to life and make it a home. Because we had an integrated, strategic approach from the start, we were ready for the technicality of the digital layering during the artist’s process. The key was constant collaboration. With Interval House staff, with each other and with the suppliers who helped bring this piece to life.

Our 3 Problems With “All Online Annual Reports”
We’ve all heard consultants, bloggers and tweeters talk about transitioning to an all-online Annual Report, and it goes something like this: “just email donors and tell them the PDF is online – saves lots of money and has the same effect”. But does it? We have 3 problems with this. First, if your printed Report (or e-newsletter) is boring, putting it online doesn’t make it interesting. Second, if you are taking the time to invest in your online community, why not move beyond the static and rigid confines of your PDF and make it dynamic and interactive? Third, are you sure you want to decide for your donors how they want to hear from you – especially if they’ve always heard from you in one way? Part of our commitment to a donor-centred approach was to ensure donors could select for themselves how they want to interact with what we created for them.

Segmentation & Multi-Channel Approach
Our thoughtful database analysis segmented donors into 3 streams: donors to receive the printed version, donors to receive a postcard driving them online, donors to receive an e-blast. For the printed version, we selected corporate donors, major donors, high level monthlies, donors who requested the annual report and donors who have commented on the printed report before. Postcard went to all monthly donors (in the past, only high-end monthlies got the annual report because it was too expensive to send to everyone). We did an e-blast for the rest of the file (yes, the whole file, so now ALL donors get to see the Gratitude Report). And we did a follow-up blast to those who received the postcard or printed report to drive them to the interactive online version. Oh, look at that. We still saved money (smaller print run), invested in their online community (on every charity’s ‘to do list’) and respected each donor’s preferences. Donor-centred fundraising, people!

Deciding To Not Fundraise
We’re fundraisers. So, yes, we agonized over whether we were going to ask for money or not. Throw this question out to fundraisers (we did) and you’ll get lots of people say “are you stupid? Of course include a coupon and BRE. The Annual Report can pay for itself.” But for us, that wasn’t the point. The point was to engage donors, build a relationship, and stick to our promise about the Gratitude Report: it’s about you, not about us. And no, we aren’t stupid, so we did build some soft calls to action into the online component, and will be using this creative for future fundraising.
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We are thrilled with the positive feedback we have received from Interval House, their donors, and our peers. Another Agents of Good mission accomplished. Collaborative. Creative. Innovative. Inspiring. Donor-Centred.

If you wish to download a pdf of the report you can access it here.

Working with Agents of Good was a seamless process for us. Coming up with the dollhouse idea was a fresh new approach for us, and really fit with the work we do. Agents of Good took the ideas we brainstormed together and the feedback we gave during the design process, and turned out a great final product that really reflects our donors needs and our vision of the organization. We’re especially pleased with the online component, which took a different direction than the traditional PDF posted on the website. The online piece is interactive and fun – exactly what we wanted.” Ashleigh Saith – Resource Development Coordinator, Interval House

Just a reminder: please resubscribe over at our new blog which can be found at: http://blog.agentsofgood.org

Can you manage the engagement?

February 9th, 2010

Every time we turn around we are being told by the experts that we need to be blogging, be on twitter, dive into social media – and start making conversations and interacting with people – developing relationships. We are scolded and told we need we are not to be “all about me”. We are warned that not engaging with those who are reaching out to us – is the very worse offense. And “the experts” are right.

What troubles me, is the very “do as i say and not as I do” attitude of these experts. This past weekend, one of them asked me, pleaded with me to please come by their blog and say hello, because so many of his hundreds and thousands of readers never do! “Just say hi!” he says.

I commented:

Why Chris? Listen I like you, i enjoy reading your emails and stuff. I’ve watched most of your vids, read Trust Agents… I’ve tweeting to you, I’ve RT’d you, I’ve commented on your thoughts or forwarded your posts – but not once have you even acknowledged any of it. You have many thousands of followers, you have God knows how many subscribers to your blog – and I’m sorry – but after a while – it just becomes a little fake to me. I love what you preach, but not how you practice it – and i speak only for myself. I make sure i take the time (and GOD knows it takes a lot) to interact with those who interact with me and that’s why I have no aspirations to be a “Chris Brogan”. Some of “you folks” have a lot of interest, eyeballs, readers and followers – but we both know after a certain level -you can’t keep up. And as soon as you get to that point – you start moving into hypocrite territory. I like you Chris, I like what you say – but please – don’t do a blog post or tweet about how you want my input and then can’t even acknowledge it. That’s not cool.

I noticed after my comment he started acknowledging people’s comments – even at one point saying – “oh but see how much WORK this is???”

Dude. You asked for it. Don’t complain to me.

Bottom line: don’t ask for someone – be it a client, customer, donor – anyone – to engage with you and not acknowledge it. Don’t tell someone that these are the rules but you don’t need to play by them. Don’t complain that you are so important to so many people that you can’t do the very things you are constantly telling them to do. Especially when you are the “expert” in this kind of thing.

Just a reminder: please resubscribe over at our new blog which can be found at: http://blog.agentsofgood.org

What did you fail at today?

January 7th, 2010

Hopefully in the midst of all the busy work you do, you take the time to celebrate the successes and victories – not just the big ones, but the small ones too. But when was the last time you celebrated a failure? Certainly, there is more value to you in a failure than a success isn’t there?

What did you fail at today?

Just a reminder: please resubscribe over at our new blog which can be found at: http://blog.agentsofgood.org

What’s your word for 2010?

January 3rd, 2010

For the past few years, I’ve come up with a word that has helped define the year ahead and keep me on track. What’s your word of the year?

Just a reminder: please resubscribe over at our new blog which can be found at: http://blog.agentsofgood.org

Ode To Joy

December 24th, 2009

Beaker rules ok? We hope you all have a wonderful and relaxing holiday season and we will see you in the new year.

Just a reminder: please resubscribe over at our new blog which can be found at: http://blog.agentsofgood.org/

Are you an Agent of Good?

December 13th, 2009

What is an Agent of Good?

And Agent of Good is someone like you. You exist in the world to make positive change, you live your life guided by the principals of being a good human and the desire to make some sort of difference in this world.

You are an Agent of Good if you love what you do, as difficult as it is sometimes, and you love to work with others – not to make yourself look better – but you know your weaknesses and can admit that the help of someone else will make the end product far better.

We are Agents of Good and – so are you.

Before I go much further, if you are a subscriber to The Naked Idea:

1: You are obviously an Agent of Good so you must click here NOW and enter in your email on the right side. I do NOT want to lose you. Go ahead. I can wait.

2: I want to thank you for subscribing and hope that you will follow me along to my new blog.

The Naked Idea was created out of a desire to talk about fundraising simply and honestly. No hidden cards, no rope-a-dope, no bait and switch. It was fueled by the need to acknowledge and comment on the good and bad that is taking place in our industry. And obviously, it was a marketing device for my design studio Idea Design.

But I’ve know for a while, I wanted to go further than that and so began the building of Agents of Good. If that’s all you need to know then please, before you go, please click here now and register your email so you keep getting the blog posts. But if you want more, keep reading.

Agents of Good was created out of the desire to do more. To do more for the charities that needed it because what they were getting (or weren’t getting in many cases) was NOT good enough.

First off, Agents of Good love to collaborate and work with others. That’s why I work so closely with Jen Love and Mark Haak, my two other partners. That is also why we work so closely with the charities and agencies who have already seen and acknowledged how much stronger and better everything we do comes as a result of sharing and working together. As it has been said, all ships will rise together. We will all share in the victory, we will all learn from the failures, but no matter what happens, we will be in this together.

Together. Everything we do together will be better and it will be stronger.

Agents of Good was a necessity because the way some charities are working with consultants or agencies is failing.

People like you who work day to day in our sector and are tired of paying too much for not a whole lot of result. People like you, who want to be listened to, and who are made to feel like their opinion matters. People like you, who want to be a part of something bigger and more fulfilling.

Those of you who are nodding – you are Agents of Good. And we need you. We want you! I want you to come on over to Agents of Good now and exclaim “I am an Agent of Good too!”

Agents of Good is a club, and an exclusive one at that.

Not everyone qualifies. But I have a feeling that if you are still reading this and you can acknowledge that this for you is not a job. If you can acknowledge that you don’t “work” in this sector – you live in it, if you can acknowledge that making change, big and small every day is a REALLY F’ing exciting thing and you LOVE being a part of that… if you can acknowledge that you do this thing called “fundraising” everyday to leave something better behind than when you started… you are an Agent of Good and we need you and we want you.

Please join us now. Join the club and come help us make a difference.

One last note: this will be my last blog post from The Naked Idea so please sign up over at the Agents of Good blog to keep getting our blog posts.

Thank you for reading.