All posts by Norman Reiss

ePhilanthropy for Nonprofit Organizations

Before You Build (or Rebuild) Your Next Website

Yesterday I led an all-day kickoff meeting for a new website at my organization which we plan to launch in early 2015.  As the Project Manager, my role was to set expectations for our internal team, most who have not been through a website development process (which can be a bit ‘challenging’ at times).

On the same day as our meeting, I also learned of a newly released workbook by Idealware, Do You Need a New Website, which I would recommend as required reading before you decide to embark on this journey.  Also, consider these tips, which we discussed during our kickoff meeting:

  1. Make sure all stakeholders are represented.  Although they didn’t attend our meeting, I reached out to our Executive Director and Communications staff to ask for their input during the process.
  2. Ask about the availability of your team in preparing and reviewing content.  Many of my colleagues have an extensive travel schedule, which will affect the time they will spend on our project.
  3. Plan for mobile, which will require prioritizing which content can be presented on a small screen.  (Our site will be responsive, which will look well on any device.)
  4. Decide how often you will be in touch with the website developers, and what tool you’ll use to communicate (we chose Basecamp as an alternative to searching through emails)
  5. Develop metrics for how you will measure the success of your new (or redesigned) website.  Go beyond the generic goals of ‘site traffic’ or ‘increased awareness’ and decide on specific items such as numbers of members who request information or participate in community discussions.
  6. Drill down to the specific audiences you want to reach, and what information they are likely to seek on your site (for example, what keywords are most frequently used to search for your topic?)
  7. Have in person contact wherever possible;  scheduling a phone conversation is better than relying only on email correspondence.
  8. Plan how you will use social media channels to supplement your website (tip – find out where the audience is before you select which networks to focus on)

For a preview of what will be featured (and expanded to include program profiles) on our new website, check out the tribal justice section of the Center for Court Innovation website.

 

 

 

 

 

Thoughts About ALS and the Ice Bucket Challenge

The fundraising phenomenon this summer has been the Ice Bucket Challenge, where supporters literally pour a pail of water over their head to raise awareness for the disease which killed Lou Gehrig and the ALS (Amyotrophic lateral sclerosis) Association.  The campaign has raised over $100 million (see chart below) in less than a month. What can other nonprofits learn about fundraising campaigns from this stunning success?

  • Video is a must  – this idea would never have taken off without being able to see those taking the challenge
  • Multi-channel isn’t just a buzzword – the ice bucket campaign accelerated because it was promoted on Facebook, Twitter, YouTube and Instagram – and prominently featured on the ALS website
  • Asking supporters to involve their friends and family is a lot more effective than the nonprofit contacting supporters directly
  • The Ice Bucket Challenge wasn’t started by ALS, but the organization embraced the campaign when it caught on.  Your nonprofit doesn’t always have to originate a successful campaign, but you have to be aware of what your supporters are doing, especially on social media
  • If you can make it ‘fun’ to support your cause, constituents will enjoy getting involved

Congratulations to ALS – perhaps this publicity will be the push it needs to find a cure for this debilitating disease. Also see comments by Allison Fine,  Gail PerryJohn Haydon,  Beth KanterKivi Leroux Miller,  Chronicle of Philanthropy,  Nonprofit Times and Social Media for Nonprofits on the Ice Bucket Challenge phenomenon.

Updated 8/29/14 – chart which shows running donation and new donor totals for ALS.

Updated 9/5/14 – Roundup from Wild Apricot.

What to Ask Your Next Software Vendor

When my organization implemented a new database a few years ago, we worked closely with the vendor to create screens that would be easy to use and would allow us to capture reliable data about those we serve.  Although there was the usual nervousness about moving to a new product, overall my colleagues were enthusiastic about being able to better demonstrate the impact of our work.

Earlier this year, however, I learned that staff were struggling with the new system and found the new setup difficult to use.   As a result, I met with everyone and we came up with a more streamlined structure, which would involve my consolidating several forms and changing some question types to faciliate reporting.  So I created some test screens with the revised layout, figuring I could eventually make them active after user testing and disable the old forms.

Unfortunately, this has turned out to be a much bigger challenge than I expected.  It seems that the vendor doesn’t have an easy way to activate the new forms without involving a tedious data migration from the old forms.  Unlike most databases I’ve used, the questions in each form live independently of each other, and there is no central data repository, at least none that I can easily access.  For reporting, the vendor suggested that I use their internal module (powerful but difficult to use) instead of the external platforms we normally use for data analysis.

As a result, the change process has taken a lot longer than expected, and my users continue to struggle with the older forms, many which they simply have stopped using.  So before you decide on your next software purchase, ask these questions first:

  1. Is there a test / sandbox environment where you can try out configuration changes before they go live?
  2. If so, is there an easy process to transfer these changes from the test site to the live site?
  3. Where does the data ‘live’ and is there a way, for example, to avoid a situation where a question happily co-exists with an identical question in other forms/screens?

Many small nonprofits don’t have the luxury of a dedicated IT team or a separate testing environment as my organization does.  But if you’re trusting your data with an outside vendor, take the time to find out how to make extensive screen/configuration changes (which you WILL need to do, no matter how great everything seems at launch).   It shouldn’t be a challenge to make your system more accommodating to how your users work.

Vote For Your Favorite #15NTC Sessions

This Friday, July 18 is the deadline for picking your favorite sessions / topics for next year’s Nonprofit Technology Conference in Austin, Texas on March 4-6, 2015.

To help you navigate the long list of submissions, below are some of my favorite ideas organized by topic, many which I’ve spoken and/or blogged about:

Giving Effective Online Presentations

Maintaining Better Nonprofit Data

Multichannel / Integrated Communications & Fundraising

Mobile / Responsive Strategies

Project Management / Agile 

Salesforce

Website Design

Working with Vendors / Consultants

User Adoption – What to Do AFTER the Launch

If that’s not enough to whet your interest, below are some other sessions worth voting for:

As you’ll notice, there are many sessions with similar topics that will probably be combined.  Pick your favorite submissions and make next year’s Nonprofit Technology Conference most relevant to your needs.

When Are People Most Likely to Donate?

(Guest post by Kristen Gramigna)

Knowing your audience well enough to communicate when they will most likely respond to your call to action is a basic tenet of marketing. But putting that theory into practice presents additional complexity for nonprofits,  particularly when asking constituents to commit money to an intangible cause.  Properly timing when you solicit donations can improve the success of your fundraising campaign.

Below are findings about donor behavior that can help gauge when your supporters are most likely to donate.

  • When they’re in good company: Regardless of the generosity donors may want to show your nonprofit, research indicates they’re more likely to give when they can form social connections, e.g. through a silent auction, black tie event or a fundraising effort held in a group setting where they are surrounded by like-minded people. “The emotional rewards associated with giving to friends or acquaintances are greatest in situations that facilitate social connection,” from  Does Social Connection Turn Good Deeds into Good Feelings?
  • When they feel familiar with the cause:  Donors and prospects may not know a person directly impacted by their gift, but creating a sense of familiarity between recipient, donor, and your cause can enhance how happy donors feel after giving. Theoretically, they’re more likely to give again when they feel good about doing so. Just as ongoing interaction helps strangers become acquaintances, your nonprofit’s ability to leverage online fundraising tools that use integrated processing for recurring donation and interaction can enhance the sense of familiarity donors feel with your cause. Offering a one-time sign up and an easily accessible donor database that automatically fills in form fields, will make it easier for donors to make consistent, recurring donations, and to feel “recognized” as a continued supporter — even if they donate less frequently.
  • When they’re emotionally impacted:  Online donation forms that allow donors to give instantly via credit/debit card enhance your ability to be available for donors when they feel compelled to support your cause.  Online donation forms should display well on various screen sizes and orientations, so a donor can easily input their payment information (or retrieve their account from a past donation) from anywhere, at any time.
  • When they can boost their image with others: Being charitable can speak positively to a person’s image and boost how others perceive them. By giving donors the option to share the news of their donation on social media tools like Facebook and Twitter, they can reap the emotional payoff of donating without seeming like they’re trying to “brag” about their donation. (Make sure that you also give the donors the ability to conceal the amount they donated, or, not to share at all.)  Social proof can also help you build your reach and potential donor base further, by way of your donors’ social networks
  • When they feel selfless: It seems logical that giving the donor a thank-you gift would increase their likelihood to give, but some research indicates otherwise. In  “The Counterintuitive Effects of Thank-You Gifts On Charitable Giving,” Yale researchers found that when presented with the idea of receiving a gift in exchange for a donation, donors felt selfish; in turn, they were less likely to donate as much money. To counter this problem, be mindful of how you present thank-you gifts to donors, and what you offer. For example, per Charities: Don’t Thank Your Donors with a Gift, combining the positive social payoffs that incentivize donations with a gift (like an invitation to an exclusive donors-only event) can eliminate the feeling of selfishness.

Timing is everything when it comes to finding donor support for your cause.   Putting these best practices into action in your fundraising efforts can help your messages reach your donors when they are most likely to respond positively.

Kristen Gramigna is Chief Marketing Officer for BluePay, offering non-profit credit card processing solutions. The brings more than 15 years of experience in the bankcard industry in direct sales, sales management, and marketing to the company and also serves on its Board of Directors.

How to Get the Most from a Webinar (and who to take them with)

Attending a webinar online is a great way to keep up your skills and connect with others in the nonprofit community.   To get the most value from an online event:

  1. As tempting as it may be, minimize multitasking.  If you can’t focus on the session you’re attending, find out if there will be a recording available (most do provide this) then listen at a time you can focus
  2. Ask questions.  (You’ll learn more that way.)  Many session presenters (including me) prefer an interactive format and welcome questions at any time, not only at the presentation’s end.
  3. Take notes – and share with your coworkers.  Writing things down will reinforce the ideas
  4. Share key ideas over social media channels (but be careful about focusing too much on this – see tip #1)
  5. Do your job first.  Make sure your webinar participation doesn’t interfere with getting your work done and be prepared to stop listening if an office situation requires your attention

Fortunately, there are many organizations / individuals offering great content in free or low-cost webinars.  For example:

But while webinars are great,  don’t forget about also going to live events where you can interact with our community in person.  And anytime you’re at an in-person meeting, please minimize use of your smart phone.  I’ve attended meetings where practically everyone is constantly on their phone – be where you are!

How to Kick Off a New Project

This week my organization continued work on the project mentioned in my last post, Is Your Nonprofit Prepared for an Agile Project  with a series of meetings with many of our users and the vendor/consultant.

Here’s why I think it went very well:

  1. We made sure all stakeholders had an opportunity to be at the table.  I encouraged everyone to participate, and adjusted our schedule for some who had very limited time availability.
  2. At my boss’s suggestion, we scheduled some meetings with multiple users/departments at the same time, allowing them to validate each other’s comments.
  3. Our vendor/consultant listened closely to our staff’s feedback and took copious notes.
  4. We spent a few hours developing a database model to best serve everyone’s needs (it’s much harder to change this later)
  5. I made sure our Executive Director had dedicated time to ask pointed questions about how the new system would be built.
  6. Even though this system won’t be built internally, both of our programmers were fully involved in all discussions so they can better support and enhance the system later.
  7. After the meetings, I thanked everyone for their participation – and reminded them that we would need their help throughout the process to ensure a successful result.

Time will tell if things work out, but I think we’re off to a great start.

It’s Up to Us to Help Seniors to Go Online

This week I attended ‘A New Age for New York,’ sponsored by JASA, an organization which provides a wide range of services for seniors.  A morning session featured Kathryn Zickuhr from Pew Internet discussing their recently released report,  Older Adults and Technology Use.

Some report highlights:

  • 6 of 10 seniors are online,  fewer than the general public (87%) but this gap has been narrowing.
  • More seniors tend to access Internet and have high speed connections  who are in mid to late 60’s, have higher income ($75,000 or higher), and are college graduates.
  • Most seniors have cell phones (77% vs. 91% public), but fewer have smart phones (18% vs. 55% public).
  • Once seniors go online, they view digital technology as an essential resources that become an integral part of their lives.
  • Top motivations for going online: communicating with family and friends (75%),  shopping (58%) and health information (53%).   Kathryn also pointed out that many government provided services today are provided over the Internet.

Many seniors attending the session were not shy about expressing their views.  One attendee marveled how Skype had allowed her to reconnect with family and how Wikipedia offers information on practically any topic (although not all of it is 100% accurate).  Another described how she had become tech literate by attending computer classes at the NY Public Library.

Another said, “I don’t want to tell everyone what I’m doing from moment to moment” (but it’s very possible to enjoy social networking without sharing excessive information about yourself).    A more skeptical senior said “We have to be shown the benefits of how accessing the Internet will help us.”

If you still believe that older adults are not interested in going online like the rest of us, think again.  With a little help and encouragement, they can learn and can vastly improve their ability to stay connected with others and to access resources on the Internet.  It’s up to us to give them the opportunity to do so.

In addition to JASA, I’m also currently working with these great organizations which help seniors to live better lives: Dorot, Selfhelp Community Services (which provides a great Virtual Senior Center program to help seniors learn from home).  and Older Adults Technology Services, which provides an incredible resource for older adults at Senior Planet.

Addendum 5/24/14
For a great inter-generational story on how seniors can learn, watch the documentary Cyber-Seniors (see site for screening locations).

 

7 Tips for Becoming More Successful at your Nonprofit

Even if you’re an expert in online communications, fundraising and technology, knowledge alone won’t insure success at your organization.  Try these 7 tips to improve your effectiveness:

  1. Even if you’re already sharing useful data on social media, look for ways to specifically help your colleagues, especially those NOT in your own department.  Learn what their priorities are, and how you can help.
  2. Even if he/she doesn’t ask for it, keep your boss regularly informed about what you’re working on.  Schedule in person meetings when you can, don’t just communicate by email
  3. Attend all organization events, which will give you an opportunity to socialize with staff you don’t regularly work with
  4. If you attend a conference or other out of office activity, bring back the knowledge you gain to your nonprofit, whether or not they encourage you to attend or reimburse you for event fees.
  5. Document your work so that others can understand it.  It’s easier to do this on an ongoing basis then later when you move to a new role either inside or outside the organization.
  6. Let others know when you’re planning to be out – don’t surprise them with an out of office message on the day you leave for vacation.
  7. If your organization has multiple offices, schedule regular visits to other sites so you can get to know the staff there and learn more about their operations than you’ll ever get by email alone.

What tips would you add?

What To Do About Your Windows XP PC

windows xp

On April 9,  2014, Microsoft will end support for Windows XP, which is still used by about 30% of PCs.  If your computer still uses Windows XP, what should you do?  Below are some issues I discussed at my presentation on Mar. 7, 2014 at Senior Planet in NYC.

What will end after April 8, 2014?

  • technical assistance for Windows XP from Microsoft
  • software updates from Windows Update
  • Microsoft Security Essentials on Windows XP
  • Anti-virus software vendors may no longer issue updates

What if I don’t do anything?

  • Per Microsoft, If you continue to use Windows XP after support ends, your computer will still work but it may become more vulnerable to security risks and viruses.
  • As more software and hardware manufacturers continue to optimize for more recent versions of Windows, you may encounter applications and devices that do not work with Windows XP.

How can I find out which version of Windows am I running?

  • Windows 7 was released Oct. 22, 2009.  If you bought a new computer since then, you probably have it, although some PC manufacturers continued to provide Windows XP afterwards
  • To check what version you have from the Start Menu, run ‘Winver’

What does Microsoft recommend?

  • Not surprisingly, Microsoft recommends using their latest version of Windows, version 8.1.   Download and run Windows 8.1 Upgrade Assistant to check if your PC meets the system requirements for Windows 8.1 and then follow the steps in the tutorial to upgrade if your PC is able.
  • OR buy a PC with Windows 7, but not all new computers are available with this option.

What are Windows 8.1 requirements? (Most older computers don’t meet these specifications.)

  • Processor: 1 gigahertz (GHz) or faster
  • RAM: 1 gigabyte (GB) (32-bit) or 2 GB (64-bit)
  • Hard disk space: 16 GB (32-bit) or 20 GB (64-bit)
  • Graphics card: Microsoft DirectX 9 graphics device

Why has there been a reluctance to move to later versions of Windows

  • Bad experience with Windows Vista (released after Windows XP)
  • No real reason to upgrade if applications don’t require it
  • Windows 8 .1 looks very different from previous versions and has a bit of a learning curve to become comfortable with

Questions to Ask:

  • How are you using your computer? Most functionality will NOT be affected?
  • Is the speed of your computer so slow that you have difficulty using it?
  • Can you wait until 2015 (Windows 9)?
  • Can you use a tablet or a phone instead of buying a new laptop or desktop computer?
  • Do you have access to newer computers (e.g. Senior Planet, NY Public LIbrary)?
  • Will your anti-virus program continue to provide updates in Windows XP?
  • Can you use a more modern browser? (Windows XP only supports Internet Explorer 8, an old version.  Try Firefox or Chrome instead)

In general, if you can afford it, it is best to purchase a new computer with Windows 7 or Windows 8.1 than to try to upgrade an older PC with Windows XP.

Update 3/22/14 – Additional insights:  Windows XP End of Life: Understanding Your Options and How to Survive the Windows Xpiration Date.