Summer slow down
I’m going on holidays so the fundit will be quiet until September. Hope you are enjoying your summer and taking time to relax. I’ll be enjoying cottage life (and a very slow internet connection) at Lake Anne, Quebec.![]()

I’m going on holidays so the fundit will be quiet until September. Hope you are enjoying your summer and taking time to relax. I’ll be enjoying cottage life (and a very slow internet connection) at Lake Anne, Quebec.![]()

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Over the last few months, I’ve been fortunate to work on case documents (or case statements, whatever you call them) for a diverse group of clients ranging from the Vancouver International Writers Festival to Washington’s Chelan-Douglas Land Trust, Yaletown House seniors’ centre and the Crisis Centre of BC.
Let me define what I mean by “case statement.” Most of the groups I work with are mid-sized or small. Budgets are often less than $3 million and some are as small as a few hundred thousand per year. Their development shops are small too — three people or less. They don’t tend to develop comprehensive internal case documents. They jump right to the public case for support and that’s where these tips should be helpful.
1. Before you write your first word, decide how the case will be used. Will it be emailed, mailed, used in face-to-face meetings, fit with other fundraising pieces or stand-alone? This will dictate format and length.
2. Show how you solve problems that the donor cares about – for the community, the planet or worthy people. Spend a third of your case describing the problems and the balance providing solutions.
3. Engage readers by being specific. Stories with memorable or unusual details will stay with readers longer than dry organizational facts or program descriptions.
4. Put as much care into the design and imagery as the text. Design gives energy, style and clarity to your words. It should help you stand out from your competitors.
5. Get structured feedback on the first draft from members of the intended audience. Asking donors and prospective supporters for their opinion is a wonderful way to ensure that what you say is reaching people.
This is the cover of a case I just finished with the Crisis Centre of BC. Email me and I will be happy to share a copy with you.
Here’s an elegant and goosebump-producing ad from Amnesty International reminding viewers of the power of a signature. This piece just won gold at the Cannes Lions 2007 advertising awards.![]()
A Canadian ad took the Grand Prix. It’s from one of my favourite campaigns — the Dove Campaign for Real Beauty / Self Esteem Fund.
** The videos don’t seem to appear in news feeds so if you are viewing this in a new reader, click here to see the videos.
If you are in Vancouver and watch CBC, you might have seen this commercial. It is a nice example of storytelling by a nonprofit (or are they government? I’m not quite sure). Poignant, thought-provoking, light, short and real! (Double click on the video below to be taken to You Tube to watch the whole thing.)![]()
The Assocation of Fundraising Professionals (AFP) has issued a reaction to the CRTC’s July 3 decision not to follow Parliament’s recommendation that registered charities be exempted from a future national do-not-call registry. This appears to be a huge blow to the charitable sector, or at least to the many organizations that raise money through phone campaigns.![]()
Here’s AFP’s statement in full:
On July 3, 2007, the Canadian Radio-television and Telecommunications Commission (CRTC) set out rules (Telecom Decision CRTC 2007-48) for the creation and operation of a National Do Not Call List, as well as rules regarding telemarketing and automatic dialing-answering devices.
The Commission determined that it would seek out an independent operator for the list and issue a Request for Proposal (RFP) later this month to solicit bids for operation of the list. Once an operator has been selected and has taken the necessary steps to put the list into operation, Canadians who prefer not to receive unsolicited calls will be able to add, at no charge, their numbers to the database. Telemarketers will be prohibited from calling individuals who are registered on the list.
Parliament expressly exempted registered charities from the National Do Not Call List.
However, the CRTC decided not to extend such an exemption in its Telemarketing Rules. In fact, the CRTC stated that “the Telemarketing Rules will continue to apply to all telemarketers and all types of telemarketing telecommunications made to residential and business consumers, including those exempt from the National DNCL Rules.”
The CRTC added that its “definition of solicitation has always specifically included charities that solicit via telemarketing telecommunications for cash donations (i.e. money), donations of goods (i.e. money’s worth) and volunteer time (i.e. money’s worth) as this form of unsolicited telecommunications falls within section 41 of the Act.”
Indeed, the decision set forth the following statement: “The Commission considers that consumers do not consider telemarketing made by or on behalf of charities to cause any less undue inconvenience and nuisance, or to be less of an invasion of privacy, than telemarketing made by or on behalf of for-profit organizations.”
Finally, as part of this process, in Telecom Decision CRTC 2007-48, the CRTC expressly denied AFP’s request for variance that had been submitted in September 2004, requesting that charities be exempt from the telemarketing rules.
AFP is disappointed in the CRTC’s decision not to exempt charities from its telemarketing rules but looks forward to working with the CRTC to ensure that the proposed telemarketing rules will not impede the charitable sector’s vital, philanthropic efforts.
In another case of unusual charity, someone is placing the equivalent of tens of thousands of dollars in neatly packaged envelopes in the men’s rooms of public buildings across Japan.![]()
The packages of 10,000-yen bills each come with a letter saying “Please make use of this enclosed inheritance money of 10,000 yen to fund your self-enrichment,” handwritten in a traditional brush and evoking the language of Buddhist monks.
Authorities don’t quite know how much cash has been left — some people have brought the packages to the police, but there could be many who haven’t. This may be the same mystery donor who left similar packages in public washrooms of cemeteries near Osaka last year.

You’ll find some very interesting things, looking for Japanese public toilet photos on Flickr. This one, “Still nature (in a Japanese toilet)” by puss in boots is quite beautiful don’t cha think?
I’m going to review some of the many books on fundraising that I’ve collected over the last few years, some of which are excellent and others that are closer to science fiction, set on the planet Gwoeckt where all nonprofits follow strategic plans, donors are compliant sheep and board members truly lead the fundraising process.![]()
I am a sucker for books filled with 101 of anything or 52 ways to do whatever…
And I’m really enjoying a little paperback called The Zen of Fundraising: 89 Timeless Ideas to Strengthen and Develop Your Donor Relationships by Ken Burnett.

All Burnett’s books are excellent and this one from 2006 is filled with advice and wisdom presented in a light and direct way. Each tip is supported by stories and examples from his experience. Here are 4 of the 89 ideas:
#21. “Never believe ‘that won’t work here.’” (How many times have I heard that! And how many times have I thought that myself?)
#18. “Recognize fundraising’s three most important words.” (In case you are wondering, the words are may change mind, highlighting the importance of donor stewardship.)
#71. “Be proud to be a fundraiser.”
#48. “Talk to donors where they are, not where you want them to be.”
Along with the serious tips, he has silly quotes to make you smile:
“If you can keep your head when all others around you are losing theirs… it’s just possible that you haven’t fully appreciated the situation.”
“Before criticizing someone you should walk a mile in their shoes… then you’re a mile away and you have their shoes.”
I came across this funny plea “Your Fundraising Drives May Drive Me to Drink,” from a graduate who wants his college fundraising department to leave him alone. His $40,000 in student debt leaves little room for charitable giving to the school. He links to an interesting article pointing to a trend for higher-ed fundraising: the concern that as student debt rises, future alumni fundraising revenue is jeopardized. Makes sense.![]()
I only recently made my first donation to McGill, where I spent my university days. They had my address wrong for years but they finally tracked me down. I gave not so much because I think they need the money (I don’t think so, although the English department probably isn’t their highest priority) but because I want to see their fundraising machine in action.
A few miscellaneous links:![]()
What does it take to get the Detroit Zoo board of directors to fire their CEO? Apparently something worse than lying about having a doctoral degree.
Handy tool: an automatic gift range calculator.
A new study “Altruism and the Child-Cycle of Giving” finds that a significant portion of alumni giving is not motivated by altruism, but rather by a hope for a reciprocal benefit: the admission of the donors’ children to the school. Slate has detailed coverage.
The Toronto Star has been digging up dirt about the charitable sector again. This time they look at the Canada Revenue Agency.
Check out Google Earth Outreach, “a program designed to empower non-profit groups with the resources, tools, and inspiration that they need to leverage the power of Google Earth for their cause.” Fly your supporters to your work, anywhere on the planet.
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It looks like Keep A Child Alive is going to do VERY well on their iPhone auction (which I posted about a few days ago). There are just 10 hours left in the online auction and high bid right now is $100,000 US. Wow! The high bidder will also get a few other goodies: round trip air tickets, passes to a swanky celebrity ball and a voicemail message recorded by Alicia Keyes.![]()
I’m thinking about starting a whole category of postings on my fundraising pet peeves. I have so many! Here’s one: fundraising job postings that require the applicant to have a car or access to a car.![]()

This is especially funnoying (a rather useful new word — a combination of “funny” and “annoying” from the Urban Dictionary) to me when the posting is for a job in a larger city. Fundraisers definitely need to get around — to meetings with donors and volunteers, special events and to run all sorts of errands. Some fundraisers are out of the office more than in.
But can’t we assume that people will figure out how to get around on their own? And if they are in a city, let’s hope it isn’t always by car. In most cities, public transit works very well. And so does walking, cycling and taking a taxi.
Nonprofits in the Lower Mainland are fortunate to have another option: car-sharing through The Company Car. It’s part of the Co-operative Auto Network and uses their fleet of 170+ vehicles. It allows businesses to join and provide their employees with access to cars — a perk for the employee, a nice environmental choice and all for a reasonable price.
And it is possible to look professional and ride your bike for work — witness Vancouver city councillor Peter Ladner!