Read the article here.

Truth be known, there are many others who deserve to be acknowledged who have done more than their fair share of work to get to this point.

Dean Reeds, programmer and great guy, has had the patience of 1000 saints as we have changed our minds over and over on every little detail you can think of. And totally hasn’t freaked out. Not publicly anyhow.

Kimberley Mackenzie, SOFII’s unofficial cheerleader, supporter, fundraiser… every time I needed a brain to pick, she was there. Every time I needed some insight or support, she was there. Every time I wondered if we would ever get through this, she reminded me we would.

Mark Haak, partner and designer. Helped greatly to create the look and feel as it is/and will be when we launch next week. He had no idea what I was talking him into well over a year ago. And he never complained when he found out.

Carolina Herrera, SOFII octopus. She has had her hands on everything, since the beginning. She has helped, supported and keep us all moving along regardless of what else was going on around her.

Ken Burnett. Ah, Ken Burnett. Ken and I need to share a pint or two, (you buy mine Ken and I’ll buy yours). Without Ken’s vision of a online showcase of fundraising that people from all over the world can learn and steal from, we wouldn’t be here. His leadership, patience, guidance, persistence and humour has made this journey worth it. I thank you Ken.

And finally, you. Thank you “YOU”. You are what we do this for. YOU are not only the star of the month, but the stars of SOFII. It exists for YOU because regardless of what we have done, you are the ones who have created it with your thoughts, successes, failures and knowledge. We are creating a legacy that (hopefully) generations of fundraisers will find insightful, useful, inspiring and world changing for many, many years to come.

We are soft launching this week for a last sneak peak for a few folks with a full on launch the week following (baring some major mishap) and we look forward to your thoughts.

Extra thanks and love to whoever photoshopped the poster.

A QUICK UPDATE: The New Sofii is now live… Head on over and let us know what you think.

Agent Jen, Mark and John reporting for duty. Debrief and disclosure on a successful mission.

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.

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.


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

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

Creatively, there tend to be two approaches to year end appeals that you can consider. You can either use the holiday season or Christmas thematically to tie in the importance of a gift – especially as the donors start to madly run around buying gifts for all of their loved ones, you are sending a friendly reminder to consider your cause as well. Secondly, you can use another traditional device – the thermometer. The message revolves around the idea that it is year end, and as much as your donors have rolled up their sleeves, you are not… quite… there… Again, reminding them of the things you’ve been able to accomplish to date and the few things you are hoping to do before the year runs out and how important that last gift will be.

One last thing: try not to mail your appeal in a white #10 (because everyone else will be!). If you have to use a #10, consider using coloured stock, or a bright colour on the front and back.

Good luck with your year end appeals.

EDIT: also found this great post from Pamela Grow for 5 more down and dirty tips you can use on your year end appeal. Thanks Pamela!

And this: Top 10 Ways to Screw up Your Year-End Fundraising Campaign by Gail Perry.

No it’s not the same as being there by any means (maybe next year?) but it does create a buzz for the event, it allows fundraisers to stay up to date with their colleagues and ’share’ in the event. Heck, I can even ask a question or two and expect someone there will seek the answer for me. Maybe I’m a tweetgeek but here is another fine example of how you can use twitter as a powerful communications and marketing tool. I look forward to seeing more photos and tweets in the next few days.

Here are the tweets from before, during and after the event: http://twitter.com/#search?q=%23CAMHunmasked

Mark Haak has been working in the commercial and charitable sector for about fifteen years learning the tools of the online trade, creating web sites, micro sites, e-campaigns and a whole lot more. He is also a talented art director, photographer and designer and the guy knows how to problem solve, communicate with his clients, have a fun time and appreciate his family and life. A true inspiration and wonderful to work next to. In the projects that we have worked together, we have grown to admire each others strengths and weaknesses and would both admit, we are better for it.

Jen Love. Impossible to sum up in a paragraph. Jen and I cut our teeth together at Stephen Thomas, a direct response agency in Toronto. We worked with some of the best (still do) and with each other on and off through the years. She is a dedicated student of fundraising, a talented creative writer and a passionate friend and colleague. There is no grey area with Jen. Ever. Together, we bring over twenty-five years, combined experience in working with charities.

As Jen says, you tell us your fundraising problem and we work with you to find a solution.
Simple.
So as the three of us work together, we acknowledge Idea Design does not represent the amazing work we are being asked to do by our clients. We realize that now is the time for change.
Idea Design is not going away. There will always be a need for a small creative design studio who understands the needs of charities and how to help communicate in a clear and concise manner. But the all encompassing ‘container’ will be.
I guess now is my chance to send Seth an email thanking him profusely for writing “Tribes”. I strongly urge you to read this book – heck I’ll even loan you mine. It’s time to challenge and change the way we are doing the things we do everyday. Why?
Because as I’ve said, “Vanilla Sucks” and more than enough people are doing it.
Thanks Seth.
Love, John