Ask a donor this December

The bustle of social events, shopping trips and family visits can make December pass by in a flash. Fundraisers are busy winding up their Christmas appeals and are perhaps even looking ahead to Valentines appeals, Spring newsletters and New Year supporter events. That feeling of relaxation once the holidays start (or the relatives head home) can seem like a distant memory once you’re back behind the desk in January. Time to do it all over again…

This perpetual busyness and churn is overwhelming and unhelpful. But equally, the intention of coming into 2018 refreshed and ready to shake things up doesn’t always work when you’re cold, miserable and your trousers are too tight.

If you’re anything like me, the best way to combat the January blues is to make a plan in December. This preparation allows you to completely switch off from work over the holidays, safe in the knowledge that you’ve got your list ready to work through when you return.

Continue reading

University fundraising’s moment of truth?

Here on the Holly Palmer Consulting blog we’ve written extensively about the importance of bringing relationship fundraising into higher education, we’ve examined why it struggles to take root and what it can achieve where it does. We’ve also studied the quality of donor care at a number of UK universities, and we’ve taken a critical look at the default model of both alumni relations and fundraising campaigns in UK higher education. In our view there are huge opportunities open to the sector, but our sense is that improvements to how universities seek to understand, support and communicate with their audiences are in some cases urgently required. Today’s front-page splash in the Daily Mail could provide the catalyst for that change – it all depends on the industry, the alumni, and the public’s response over the next week.

It was in May 2015 that a Daily Mail front page exposed the practices of some major UK charities: “Hounded to death by cold callers” ran a piece that focused on the death of Olive Cooke, the UK’s longest-serving poppy seller, and a deluge of similarly damning news reports followed (we’ve collated as many of them as we could find – you’ll see that the final piece ran almost a year to the day after the Mail’s story). We won’t revisit the context of Olive Cooke’s death, but you can read about the Fundraising Standard Board’s report in Third Sector. Nevertheless, whilst it is correct to say that the Mail’s original headline was misleading, the broader fundraising practices that were covered extensively in its wake could not be easily dismissed.

The consequences of that coverage are well known: Etherington, FReg, FPS, opt-in marketing, and a gradual recovery in public trust towards the charity sector. It was a painful time for fundraising in the UK, but the sector responded in due course with humility, self-reflection, and a genuine commitment to change (and Ken Burnett deservedly got to say “I told you so!”). There’s still much to be done, but charity leaders publicly accepted that they’d let the public down and would do better – even before the ICO issued multiple fines for some of the behaviour exposed in newspaper coverage.

Earlier this year, it was reported that philanthropic giving at UK universities had surpassed £1bn for the first time. Fresh research shows universities’ economic contribution is nearly £87 billion, but stories and debates about VC pay, diversity and left-wing bias are also circulating. These stories, along with opinions about whether universities should fundraise at all, are being conflated and used by some with vested interests to create a narrative where universities are wealthy and a bit shady. Combine this with the perception of some that universities are becoming arrogant and out of touch and you have the perfect recipe for a public backlash against university fundraising practices. This is probably what the Daily Mail has spotted, and they are taking full advantage of it.

There are several inaccuracies and embellishments in the Daily Mail article and universities may well be conducting wealth-screening lawfully. Pointing this out is important, and CASE and the ICO have given measured statements. But in our view, the opinions of alumni about what is reasonable should be equally (if not more) important right now. Universities that fundraise are committed to serve their alumni and to build long-term relationships based on trust. The happier and more connected alumni feel, the more successful programmes are, but this may require universities to hold themselves to higher standards than the minimum legal requirement. If a consumer finds that the small print (that they probably didn’t read) allowed their service provider to do something they don’t agree with, the fact that it was in the small print when they signed doesn’t automatically make them happy about it. Universities will no-doubt be concerned with what effect today’s story might have on how our alumni perceive them regardless of any fines or warnings that may or may not come down the line.

We as fundraisers accept that there are solid arguments for why wealth-screening should take place, such as making fundraising more efficient and ensuring communications with alumni and supporters more relevant and appropriate. On the other hand, there are alternatives available to universities to gather similar information, such as alumni surveys and making the most of regular two-way contact. But now is a good time to understand how alumni feel about the arguments for wealth-screening and whether they hold water. This is surely the most important factor in determining how a university should respond at this critical moment.

Some universities might be planning to send statements to their alumni as we write. Many may have conducted focus groups and surveys with alumni to gauge their opinions on wealth-screening to ensure their response (and their long-term data processing strategy) hits the right note. Will this be the critical moment for universities that it was for charities? Will we see a greater emphasis on improving the alumni and supporter experience through two-way dialogue with alumni in future? Watch this space.

Is your university fundraising campaign out of touch?

My friend recently received a fantastic example of institutionally-focused communication from his university. This leading institution, to which he is a donor, was writing to inform him of a milestone in their current fundraising ‘campaign’.

I’ve put ‘campaign’ in inverted commas here because I feel it needs defining, especially for those reading this blog from a non-profit or charity background. You’re probably wondering what the big deal is – ‘Campaign milestones are good stewardship opportunities,’ you say, ‘what a great way to update everyone on progress towards something they care about!’

Let me tell you our UK university campaigns are very different.

Continue reading

Happy birthday to us!

Year one of starting my own business is done and dusted! What did I get myself into? I have never read so many books, blogs, articles and research papers, nor drunk so much coffee and wine in any other year in my career.

I have also never spent so much time listening to alumni, donors and volunteers share their thoughts on what they enjoy about giving and what needs to change. There is plenty to celebrate in our industry, but also lots to be done if we want more of our audiences to become proud advocates. The good news is they are more than willing to help us.

Continue reading

Elephant in the Room

From transactional to authentic relationships with alumni: the business case for alumni relations

Throughout the years I have worked in higher education advancement, I have never felt the need for a strong business case for alumni relations more acutely than now. Universities have been getting a bad rap in the media, along with charities and fundraising practices in general. I’m also hearing more from colleagues that alumni are complaining their universities are only interested in them for their money.

Continue reading

The future of university fundraising: How a little love from Loughborough is going a long way

As a fundraiser, how do you know you’re doing a good job? The answer used to be simple, but you might have noticed that the tides are slowly turning in university fundraising. Where the achievement of an ambitious multi-year campaign target may have been the barometer 5 or 10 years ago, success in 2017 is being defined by a growing tribe of fundraisers as something less headline-grabbing but altogether more exciting.

Continue reading

Barriers to relationship fundraising in Higher Education

By virtue of my specialism in alumni and supporter experience research, I have the great pleasure of working with universities who either practice relationship fundraising or are well on their way. This is because one of the common behaviours of a relationship fundraiser, as I wrote earlier this year, is seeking to understand audiences through research and regular dialogue.

I have also experienced the darker side of higher education fundraising having undertaken a mystery shopping exercise with 15 UK universities. I was dismayed that so few attempted to welcome me and get to know me – and how many actually managed to cause offence.

It’s fair to say that while some universities are doing great things, several are still struggling to turn the tide of transactional fundraising – or aren’t interested in doing so.

Continue reading

Unrequited Love: A study on the early UK university non-alumni donor experience

Three months ago, I started a ‘mystery shopping’ exercise in order to investigate the standard of donor care across fifteen higher education institutions (HEIs) in the UK. I did this not to expose individual institutions to criticism, but to make observations about the experience that we are offering non-alumni donors as an industry. Having read Ken Burnett’s Relationship Fundraising with great interest, I was curious to see if HEIs adhered to the principles outlined in this seminal publication, particularly within the context of a fundraising landscape undergoing major changes in response to highly critical stories in the media that followed the death of Olive Cooke in May 2015. I was hoping (with a bit of luck) to find some outstanding examples to showcase.


Continue reading

A response to “Are we missing too many alumni with web surveys? (Part 2)”

I was interested to read today a guest blog on the Cool Data site by Peter B. Wylie and John Sammis. It is called “Are we missing too many alumni with web surveys?” and is part 2 in a series (part 1 was published in 2012).

In summary, they looked at a North American university’s recent survey data (and presumably the institution’s full constituent data) and compared respondents, non-respondents and email-uncontactable alumni with regard to age, event attendance and giving. They were looking to identify and demonstrate demographic or behavioural differences in the survey respondents as compared with those who were unable to be invited to complete the survey (no email address) or those who chose not to.

Continue reading

Relationship fundraising for Higher Education today

A relative latecomer to this industry staple, over the last couple of weeks I ‘took Ken Burnett to bed every night’ (as my partner teased) and read his oft-quoted book. Many of you will know it well – it’s called Relationship Fundraising: A donor-based approach to the business of raising money.

Given the sound advice contained within, the amount of time passed since this book was published (1992!) and its popularity in the industry, you might assume that we’re all ‘relationship fundraising’ by now. I’ve certainly heard many a quote from this book (or from the man himself) at team meetings, conferences and industry events.

Not so! Within the well-thumbed pages of my copy of Relationship Fundraising, Ken had described many of my 2017 frustrations and concerns so accurately, I can only imagine how bittersweet it must be for him that this book is finding a new audience 25 years later. The truth is (references to fax machines and ‘working women’ aside) Ken’s book is still as relevant and revolutionary as ever.

Continue reading