Author Archives: Kerry Suddes

The Difference Between a ‘Natural Partner’ and a ‘Relationship Manager’

Here’s a topic that comes up often with some of our coaching clients – Especially when there is lack of role clarity around maximizing relationships!

A NATURAL PARTNER (N.P.) is a person (either inside or outside of your organization) who has a strong relationship with your organization and an existing relationship with the Qualified Prospect(Q.P.) – Or a reason to believe one can be established quickly!

Externally, Natural Partners can be on your Board, they can have a business relationship with the prospect, they can be members of the same club or organization or they can be fellow community leaders, etc.

Internally, the Natural Partner can be anyone from the President/Executive Director to top senior leadership, to a staff/programming person who has a great relationship with the prospect.

It’s important that you determine the difference between a RELATIONSHIP MANAGER (R.M.) and a NATURAL PARTNER.

The RELATIONSHIP MANAGER does not necessarily have to have an existing relationship with the prospect. Their job is to do exactly what it says – MANAGE THE RELATIONSHIP. The Relationship Manager is always a member of the ‘Green Team’ – I.e., directly responsible for maximizing relationships on behalf of the organization/impact. It is perfectly fine for multiple people within the organization to have a relationship with a Q.P. – as long as the Relationship Manager has been defined.

The NATURAL PARTNER can have an existing relationship, or the ability to create one immediately, but most importantly, they play and instrumental role in Team Selling. They can:

  1. Help get the visit! Opening doors is one of the most productive things N.P. can do!
  2. Predispose the Prospect to a great visit! A N.P. can send a great note ahead of the visit – “I know you’re meeting with Sharon on Friday – I’m so excited for the two of you to meet, for you to hear about the vision and getting more involved in our impact! I’ll check in with you after”
  3. Follow Up! A call from the Natural Partner (after a check in with the R.M.) can be hugely beneficial. “How did it go? What did you think? What can I do to help?”

 

Share:

Register Now! The For Impact Workshop | Omaha | December 15

THE FOR IMPACT WORKSHOP: FUNDRAISING ON A NAPKIN

Council Bluffs, IA (about 20 minutes outside of Omaha)
Thursday, December 15 8:30 AM – Noon CST
Register here using the code ficommunity for $100 off

WORKSHOP OVERVIEW

Fundraising on a Napkin summarizes 30 years of fundraising achievement into simple, bold and actionable ideas that any organization can use – Non Profit, For Profit, Social Entrepreneur or NGO.

Whether you’re looking for strategic clarity, ‘sustainable funding,’ a jumpstart in major giving or just no-fluff advice that works… Fundraising on a Napkin delivers on all fronts.  Over 3.5 hours, we will share stories ‘from the field’ and the successful and innovative ideas that have transformed thousands of organizations and raised over $2B, including:

  • How to get strategic clarity
  • How to simplify your message and communicate the vision
  • How to find and engage with great leaders, prospects and champions
  • How to build a high performing leadership team
  • How to build an effective culture around funding the vision
  • How to ask

This high energy, motivating session will give you a road map you can follow to re-design (or design) your organization for impact and income success.

WHAT TO EXPECT

  1. Example-based coaching throughout the day
  2. Lots of interaction so you don’t get bored – this is not one of ‘those’ workshops
  3. Proven frameworks and, to the extent that we’re able with time, one-on-one strategy to help you apply the frameworks
  4. No power point (see no. 2) but lots of visuals
  5. Simplicity.  Complexity is not actionable, so we give you the tools that will have the greatest R.O.I. to your organization in the near term (next 100 days) and longer term (next 1000 days.)
  6. Value that goes beyond funding! We’re all entrepreneurs, so while we always want to create value in the form of funding results, there is a hige personal development theme to everything we do.

WHO SHOULD ATTEND

This workshop is for Executive Directors, Board Leaders and Development Professionals – Any and all responsible for shaping and implementing funding strategy.

Contact Kerry Suddes (kerry@forimpact.org) for more information or questions.

 

Share:

Future Cities Accelerator

At For Impact | The Suddes Group we are committed to developing social entrepreneurs and emerging social leaders. For most of our work in this area, we partner with The Unreasonable Institute where we have been ‘Unreasonable Mentors’ to social entrepreneurs from all over the world for the past six years.

Unreasonable teamed up with the Rockefeller Foundation and together they’re launching The Future Cities Accelerator. This project exists to solve the challenges faced by poor or vulnerable populations living in U.S. cities.

We’re proud to play a big part in this project where 10 early stage ventures will be selected to take part in the the 5-day accelerator and receive $100K in grant funding. After the accelerator, The Suddes Group will provide 9 months of fundraising mentorship and assistance to make sure you have the resources to solve these challenges.

Learn more and apply!

 

Share:

The For Impact Workshop: New Locations Added

We’re hitting the road this fall!

Come see us at our For Impact Workshop: Fundraising on a Napkin in the following cities:

October 11, 2016 | Los Angeles, CA (Register using the code ficommunity for $100 off)
October 26, 2016 | Portsmouth, NH (Register using the code ficommunity for $100 off)
December 15, 2016 | Omaha, NE (Register using the code ficommunity for $100 off)

WORKSHOP OVERVIEW

Fundraising on a Napkin summarizes 30 years of fundraising achievement into simple, bold and actionable ideas that any organization can use – Non Profit, For Profit, Social Entrepreneur or NGO.

Whether you’re looking for strategic clarity, ‘sustainable funding,’ a jumpstart in major giving or just no-fluff advice that works – Fundraising on a Napkin delivers on all fronts.  Over 3.5 hours, we will share stories ‘from the field’ and the successful and innovative ideas that have transformed thousands of organizations and raised over $2B, including:

  • How to get strategic clarity
  • How to simplify your message and communicate the vision
  • How to find and engage with great leaders, prospects and champions
  • How to build a high performing leadership team
  • How to build an effective culture around funding the vision
  • How to ask

This high energy, motivating session will give you a road map you can follow to re-design (or design) your organization for impact and income success.

WHAT TO EXPECT

  1. Example-based coaching throughout the day
  2. Lots of interaction so you don’t get bored – this is not one of ‘those’ workshops
  3. Proven frameworks and, to the extent that we’re able with time, one-on-one strategy to help you apply the frameworks
  4. No power point (see no. 2) but lots of visuals
  5. Simplicity.  Complexity is not actionable, so we give you the tools that will have the greatest R.O.I. to your organization in the near term (next 100 days) and longer term (next 1000 days.)
  6. Value that goes beyond funding! We’re all entrepreneurs, so while we always want to create value in the form of funding results, there is a huge personal development theme to everything we do.

WHO SHOULD ATTEND

This workshop is for Executive Directors, Board Leaders and Development Professionals – Any and all responsible for shaping and implementing funding strategy.

Share:

Download Audio: How To Make Your Story Awesome

Nick recorded a fantastic audio on a favorite topic: How To Make Your Story Awesome.

We are sharing the audio here for your listening pleasure – and we have only one small request! If you listen and find value, please take 2 minutes and send us your biggest takeaway.

As gratitude, we’ll send you a PDF of the Engagement Toolkit.

Audio Description:

How To Make Your Story Awesome.

The story you use to maximize funding…
The story that brings rockstar talent to your doorstep and fully engages your team…
The story that you tell yourself every day to stay focused and fulfilled.

Story adds passion, purpose and urgency to your message, plan and everyday actions.
  • Is your story about needing more money? Or changing lives?
  • Do you have a good story that helps get to the ask?
  • Do you have a story that engages the board as passionate champions and advocates?
This 45 minute audio will:
  • Share examples of stories used at organizations to address these questions.
  • How to overcome common challenges to funding, action and engagement.
  • Give you several actionable tools use can use to DISCOVER your story and make it AWESOME.

Download audio call notes

Share:

Register Now! The For Impact Workshop | Los Angeles | October 11

THE FOR IMPACT WORKSHOP: FUNDRAISING ON A NAPKIN

Los Angeles, CA
Tuesday, October 11 8:30 AM – Noon PT 
Register here using the code ficommunity for $100 off

WORKSHOP OVERVIEW

Fundraising on a Napkin summarizes 30 years of fundraising achievement into simple, bold and actionable ideas that any organization can use – Non Profit, For Profit, Social Entrepreneur or NGO.

Whether you’re looking for strategic clarity, ‘sustainable funding,’ a jumpstart in major giving or just no-fluff advice that works… Fundraising on a Napkin delivers on all fronts.  Over 3.5 hours, we will share stories ‘from the field’ and the successful and innovative ideas that have transformed thousands of organizations and raised over $2B, including:

  • How to get strategic clarity
  • How to simplify your message and communicate the vision
  • How to find and engage with great leaders, prospects and champions
  • How to build a high performing leadership team
  • How to build an effective culture around funding the vision
  • How to ask

This high energy, motivating session will give you a road map you can follow to re-design (or design) your organization for impact and income success.

WHAT TO EXPECT

  1. Example-based coaching throughout the day
  2. Lots of interaction so you don’t get bored – this is not one of ‘those’ workshops
  3. Proven frameworks and, to the extent that we’re able with time, one-on-one strategy to help you apply the frameworks
  4. No power point (see no. 2) but lots of visuals
  5. Simplicity.  Complexity is not actionable, so we give you the tools that will have the greatest R.O.I. to your organization in the near term (next 100 days) and longer term (next 1000 days.)
  6. Value that goes beyond funding! We’re all entrepreneurs, so while we always want to create value in the form of funding results, there is a hige personal development theme to everything we do.

WHO SHOULD ATTEND

This workshop is for Executive Directors, Board Leaders and Development Professionals – Any and all responsible for shaping and implementing funding strategy.

 

Share:

Super Early Bird Pricing for Ireland Boot Camp Ends Friday

Don’t miss the opportunity to experience the For Impact Funding Boot Camp in Dublin, IE!

Tuesday, September 6, 2016 from 9:30 AM to 5:00 PM (IST)
Info & Registration 

Dublin Zoo
Phoenix Park, Haughton House
Dublin 8 Ireland
(Super Early Bird Pricing ends this Friday)

Contact Kerry Suddes (kerry@forimpact.org) about group pricing and discounts.

Note: We’ll also be in NYC this September:

Tuesday, September 28, 2016 8:30 AM to 4:30 PM –
Wednesday, September 29, 2016 8:30 AM to 12:00 PM (EST)
810 Seventh Avenue
52nd & 53rd Street
New York, NY 10019
Info & Registration

Share:

July Teleseminars: Make Your Story Awesome and How to Ask

Teleseminars are a way for us to offer valuable training to our For Impact Community – in a short, ‘call in from anywhere’ format. Join us this Tuesday and Wednesday for two of our most popular topics:

Teleseminar: How to Make Your Story Awesome
Tuesday, July 26, 2016 1:00-1:45ET
Free for first 50 registrants

Description:
The story you use to maximize funding…
The story that brings rockstar talent to your doorstep and fully engages your team…
The story that you tell yourself every day to stay focused and fulfilled.

Story adds passion, purpose and urgency to your message, plan and every day actions.

  • Is your story about needing more money? Or changing lives?
  • Do you have a good story that helps get to the ask?
  • Do we have a story that engages the board? Engaging them as passionate champions and advocates?

This 45 minute teleseminar will:

  • Share examples of stories used at organizations to help them with these questions.
  • Address common challenges to funding, action and engagement.
  • Give you several actionable tools use can use to DISCOVER your story and make it AWESOME.
Teleseminar: How to Ask – The Language of the Ask, the Close and Follow-Up 
Wednesday, July 27, 2016 1:00-1:45ET
Free for first 50 registrants

Description:

“Would it be possible for you to consider taking the LEAD on this initiative?” [pointing to $1M]

“Where do you see yourself?”

This seminar covers over 20 PHRASES and QUESTIONS we use to JUST ASK.  It’s intended to provide very practical nuts-and-bolts examples to help you visualize HOW to ask:

  • New prospects
  • Board members
  • Long time supporters to step up

Stories and closes will include:

  • How to close like Steve Jobs
  • How to ask when you have no idea about capacity
  • How to ask AFTER the visit — dealing with ‘what I should’ve said was….’
  • Three ways to ask your very best prospect to take the lead and how to follow-up when you can’t afford a ‘no’
  • Questions to help you qualify on a discovery visit
  • How to make sure gifts close by a date / time
  • How to address the most common objections when they come up
  • How to predispose the prospect to a really really big ask

 

Share:

Fall 2016 Workshops in Ireland, NYC, Los Angeles and Colorado

Don’t miss the opportunity to experience a For Impact workshop in a city near you!

Join us in Dublin, Ireland and NYC for the For Impact Funding Boot Camp; and in Colorado Springs, Denver and Los Angeles for Fundraising on a Napkin.

For Impact Funding Boot Camp Dates & Locations:

Tuesday, September 6, 2016 from 9:30 AM to 5:00 PM (IST)
Dublin Zoo
Phoenix Park
Haughton House
Dublin 8
Ireland
Info & Registration (Super Early Bird Pricing still available)

Tuesday, September 28, 2016 8:30 AM to 4:30 PM – Wednesday, September 29, 2016 8:30 AM to 12:00 PM (EST)
810 Seventh Avenue
52nd & 53rd Street
New York, NY 10019
Info & Registration (Early Bird Pricing still available)

Fundraising on a Napkin Dates & Locations:

Thursday, September 8, 2016 from 8:30 AM to 12:00 PM (MT)
Tim Gill Center for Public Media
315 E. Costilla Street
Colorado Springs, CO 80903
Info & Registration | Overview

Thursday, September 15, 2016 from 9:00 AM to 12:00 PM (MT)
Colorado Collaborative for Nonprofits
789 N Sherman St, Ste. 100
Denver, CO 80203
Info & Registration | Overview

Tuesday, October 11, 2016 from 8:30 AM to 12:00 PM (PT)
St. Anne’s
155 N. Occidental Blvd.
Los Angeles, CA 90026
Info & Registration | Overview
Save as a For Impact Community Member: You can save $100 (full price $145) using discount
code:
ficommunity

More dates and cities to be announced soon! Contact Kerry Suddes kerry@forimpact.org | 614-554-7525 with questions.

 

Share:

Teleseminar: How To Use The Leadership Consensus Building Framework

Teleseminar: How To Use The Leadership Consensus Building Framework
Tuesday, June 14, 2016 1:00-1:45 EDT
Register Here (Free for first 50 registrants)

Leadership Consensus Building: How to get everyone moving in the same direction, telling the same story and working from the same plan.

This seminar offers a strategy and practical examples to address the biggest challenges facing organizations:

  • How to get the board ‘on board’
  • How to build a clear message, strategy and plan
  • How to accelerate your funding

Leadership Consensus Building (LCB) is a framework we’ve developed over 30 years to solve these problems – It’s been a key element in successfully raising over $2Billion.

Click here to download the LCB Framework Visual.

The seminar will do the following:

  • Share the LCB Framework concepts and showcase multiple uses. This is something you should be able to use again and again throughout your career.
  • Give real ‘use-case-examples’ so that you can get your team on board with using the LCB Framework to simplify your strategic planning, messaging, board engagement or next funding campaign.

This seminar is geared toward leaders – those responsible for shaping and deploying organizational strategy.

Share:

R.I.P., Greatest of All Time

Most of you know about Tom’s involvement with Notre Dame Boxing and the Bengal Bouts.

In the 1950’s, the proceeds from the tournament began going to the Holy Cross Missions in Bengal, now Bangladesh. Dominic J. ‘Nappy’ Napolitano, founder of the program, captured everything that boxing at Notre Dame represents:

“STRONG BODIES FIGHT… SO THAT WEAK BODIES MAY BE NOURISHED.”

On Friday, the world lost the ‘Greatest of All Time’ – Muhammad Ali. Ali visited Notre Dame and the bouts (he lived nearby) several times over the years. We were lucky enough to meet him in 1999 – and even though he could not use his voice and body in the same way – he captivated us with his charm, generosity, confidence, wicked sense of humor, and signature magic tricks. It was a truly unforgettable experience.

Ali-2 (1)

Ali, the icon, who shone outside of the ring – leaves us with an enormous legacy of generosity, toughness, leadership, activism and strength of spirit.

From Tom: the only people who don’t get ‘knocked down’ are those who don’t try anything. And Ali taught us all – When you get knocked down, Get back up!

MAli-060616

R.I.P., Champ.

 

Share:

Announcing: Board Workshops

The For Impact Board Workshop is an effort to honor the number one request from our community: “I wish I could share For Impact with my Board.”

This workshop, led by a For Impact coach, creates passionate advocates, generates organizational clarity and sparks funding momentum in a 90-minute, half-day or full-day setting.

The Board Workshop is designed to engage your Board and Senior Staff around three big components:

  1. Impact: Get everyone ‘on board’ with your impact, message and organizational story at 30,000’.
  2. Income: Commit to the ‘Just Ask’ attitude and a simple funding model that addresses your organization’s ongoing challenges with funding.
  3. The Funding Role of the Board: Transform your organization with the help of passionate advocates who understand how to Champion, Invite and Invest.

How does it work?

  • Your For Impact Coach will lead your organization through a brief discovery process to make the most of the session
  • Your Coach comes onsite to facilitate the workshop
  • Your Board receive materials and training around the Funding Roadmap for your organization

Want to learn more? Please complete this short form and Kerry Suddes will follow up.

 

Share:

For Impact in Ireland

We’ve been reminiscing about our team trip to Ireland back in 2013 – It was truly the experience of a lifetime for all of us.

We’re excited to bring the For Impact Boot Camp back to Ireland next week! Wednesday, June 1, 2016 | Info and Registration Here.

2013 marked THE GATHERING IRELAND, a year-long celebration of Ireland, its people and all that is great in its connections, both at home and abroad.

The Suddes Group was proud to host our own FOR IMPACT GATHERING on May 20, 2013. This Memorable Experience took place at the iconic Abbey Theatre and brought hundreds of For Impact leaders, staff and boards, social entrepreneurs – any and all who are changing the world or changing Ireland.

We partnered with amazing organizations – The Abbey Theatre, Business to Arts, Social Entrepreneurs Ireland, the One Foundation, Atlantic Philanthropies, the Iris O’Brien Foundation, the Arthur Guinness Fund, Fundraising Ireland and The Wheel – to help change the philanthropic culture from the old story: “Government will fund everything. Why should I give?” to the new story: “Philanthropic support is a critical component in Ireland’s future.”

Here are some memories from our 2013 trip (See our photo album from the trip here.)

  • Being on stage at the iconic Abbey Theatre
  • Hiking miles in the beautiful, boggy Irish countryside (and finding out the Ireland does indeed have some mountains!)
  • Losing a shoe, but no team members, to said bogs
  • Walking to and working from the Guinness Storehouse
  • Being on a Reality TV show, Master Chef Ireland, at the home of our friends Gavin Duffy and Orlaith Carmody
  • Learning to use a Shillelagh (And finding out is is actually a weapon!)

teamireland (1 of 1)

 

Share:

9 Guiding Principles: Take Charge of Your Development Operation

fi_9GuidingPrinciples-225x300

We feel that these 9 Guiding Principles are pretty self-explanatory, but here are some notes to help you take charge of your Development Operation. ( Download and print the poster here.)

GP #1 START WITH WHY. What prospects hear (often times) is “We need money to meet our annual funding goal” or “Buy a table at our gala.” These messages have no WHY – no saving, changing and impacting lives – which is exactly what people want to do!
If the number one question of every investor is, “Why do you exist?” and the person you are talking to doesn’t care about your WHY, it’s very hard to talk to her about the what and the how. For more on this, see Altitude Framework PDF, How to Stay at 30,000′ and Simplify Your Message.
GP #2 YOU BECOME WHAT YOU THINK ABOUT! Earl Nightingale, the father of personal development wrote The Strangest Secret in 1956 – the seed from which the personal development industry grew. Here is the ‘Strangest Secret’ – You Become What You Think About! It’s the difference in outcomes when you think about IMPACT, VISION, MEANING, instead of payroll, cuts in funding and survival. Read more here.
GP #3 CHANGE YOUR VOCABULARY! WORDS ARE IMPORTANT! Stop using all the typical ‘nonprofit’ industry jargon. Start using ‘sales’ terms, ‘business’ terms, ‘common sense’ terms.

Appointments Visits
Power Points Presentation Tools
Asking for Money Presenting the Opportunity
GP #4 THINK BIG. BUILD SIMPLE. ACT NOW. Our absolute favorite Entrepreneur’s Mantra.

  • Think Big with your VISION. How are you changing the world or your world?
  • Build Simple using the Rule of 3.
  • Act Now – Just Visit. Just ASK. Ten steps forward and two steps back is still eight steps forward.

Here is a one-pager on TB/BS/AN that Tom did for Social Entrepreneurs.

GP #5 CHANGE (THE) RULES! This is a little play on words – in this generation’s lexicon, to RULE is a good thing. CHANGE DOES RULE. At the same time, in order to really CHANGE something (yourself, your organization, the world), you also to have CHANGE THE RULES. We believe it’s much stronger than that: THERE ARE NO RULES! Read more in our For Impact Guidebook: CHANGE (THE) RULES.
GP #6 ENGAGE GREAT TALENT. Small or young organizations (for profit/nonprofit alike) often identify FUNDING as their top challenge – until the organization really figures out a working funding model. At that point, the top challenge becomes the RIGHT PEOPLE. (We can help you with this!)
GP #7 DO THE MATH. You can’t ‘SELL’ unless you understand all the ‘NUMBERS!’ Doing the Math means owning and internalizing an understanding of your numbers – Your numbers tell an important part of your story. Doing the Math also means taking the time to simplify the numbers in a way that others – Your board, your prospects and your staff – can understand. Read more about Blue, Red and Green Math here.
GP #8 COMMIT TO SALES. You are in sales! Not everyone wants to hear that but it’s the truth. What is sales? Sales is the responsibility, the calling, the opportunity to carry the story of your organization – how it’s saving, changing and impacting lives – and share that story with people, 1:1, to build relationships with them to ASK them to help save, change and impact lives. Sales is about ATTITUDE!
GP #9 JUST ASK. JUST ASK. JUST ASK. No explanation necessary. Just do it.
Share:

Bring For Impact To Your City!

We’re excited to announce the 2016-2017 tour of our For Impact Workshop: Fundraising on a Napkin.

Workshop Overview

This workshop is a transformational experience for Executive Directors, Board Leaders, Development Teams, or anyone responsible for shaping and implementing organizational and funding strategy. We’ve simplified our biggest and boldest ideas, insights and motivations, and deliver them to you live and in person, including:

  • How to get strategic clarity
  • How to communicate your vision and message
  • How to find and engage with great leaders, prospects and champions
  • How to build a high performing leadership team
  • How to build an effective culture around funding the vision
  • How to ask

Partner Organizations

We field daily requests from people who want their network to hear the For Impact Point of View. This is your chance to make that happen! We’re looking for great Partners – Organizations who can help us spread the word in a community, fill the room, and host us in fantastic locations around the country. Email us now to discuss bringing the For Impact Workshop to your city as a Partner Organization.

Have For Impact Stop in Your City

If you would like to have For Impact come to you, simply vote for your city using this pre-registration form. Your pre-registration is not binding, it’s simply a way for us to crowd source our destinations. As a thank you, you’ll receive a coupon code for $100 off the registration fee ($145) for any For Impact Workshop.

After you’ve completed your form, share this post and encourage your network to vote for your city. We’ll announce our tour stops at the end of June.

More about Fundraising on a Napkin.

Share:

Talent Posting :: The Hunger Project – U.S. Fundraising Leader

Talent is a critical element for any successful team and finding the right talent is one of the top challenges facing organizations. For Impact Talent works with our clients and alumni to find and train the right talent — to lead, sell or support around a true sales model and For Impact Point of View. Periodically, we will be sharing Talent Postings with our readership.

We’re currently working with The Hunger Project to find their next U.S. Fundraising Leader, based in NYC, and are sharing this with our network to help find candidates who are passionate about sustainable international development solutions – and eager to engage a whole new group of investors to help end world hunger by 2030.

The Hunger Project is committed to the end of world hunger by 2030 – and focus their contribution in this effort on empowering communities and individuals to drive the solutions that work for them, and by partnering with like-minded groups. The Hunger Project takes a comprehensive approach – working with communities to focus on activities that will have a lasting impact on their well-being and potential.

In order to achieve this visionary – yet achievable – goal, we must significantly increase the investments made in The Hunger Project. In the United States, the biggest priority for the new US Fundraising Leader is to transform annual fundraising revenue from a static $6M to $10M and beyond over the next few years, by generating results personally and by empowering their team to succeed.

This position is meant for the leader who wants to apply their deeply relational skills and experience toward the realization of this brighter future.

For more information or to apply, contact For Impact’s Director of Talent, Jessica Gemm – jessica@forimpact.org – or visit the full profile here.

Share:

Join us for Boot Camp in Dublin on June 1st!

Join us for Boot Camp in Dublin, Ireland on June 1, 2016.

The For Impact Boot Camp is focused on frameworks and skill building – You will leave with the knowledge you need to simplify your message and funding rationale, and take your organization to the next level.

This high-energy, day long session covers topics like:

  • How to execute against a sales process (for major gifts, campaign gifts, transformational gifts, etc.)
  • How to build and maximize relationships
  • How to build and lead an effective team
  • How to ask, close, and follow-up

The Boot Camp is perfect for organizational alums, new hires, or anyone looking to hone individual skills – both personal and professional!

Early bird pricing is available for both sessions. Discounts are also available for Alumni Organizations and teams with 4 or more participants.

For More Information, FAQs and Registration:
For Impact Funding Boot Camps
Wednesday, June 1, 2016 | Dublin, Ireland
Share:

Selling Happens at 30,000′: The Jerry Maguire Close

Leigh Steinberg is a sports agent who represented the No. 1 overall pick in the NFL draft a record eight times – a milestone unmatched within the sports industry.

Steinberg is often credited as the real life inspiration of the sports agent from the film Jerry Maguire.

Reportedly, Steinberg had a chief aim when going into any negotiation – to get the person he was with to agree that his athlete was the best (fill in the blank: quarterback, running back, etc) in the league. Once he got them to agree the rest of the negotiation was pretty easy.

Selling happens at 30,000′.

The number one question of every investor is, “Why do you exist?”

If the person you are talking to doesn’t care about your WHY, it’s very hard to talk to her about the what and the how. Conversely, if your WHY is her number one priority (i.e. you have the best running back in the league), you need establish that fact as early as possible.

More on closing here.

 

 

Share:

Elevator Pitch vs. Elevator Engagement

“What’s your Elevator Pitch?”

The Elevator Pitch may be one of the most powerful framing devices ever. By common definition, the Elevator Pitch means being prepared to cram as much about ourselves/our organization as we can in between floors one and three.

But, did you know that the world’s first elevator pitch involved Elisha Otis climbing on top of one of the first elevators and taking an axe to the cable, showing that the brakes would work?

When you think of it this way, it becomes much more an Elevator ENGAGEMENT than an Elevator PITCH.

If you have 60 seconds with someone on an elevator, to pitch yourself, your impact or organization, presumably the goal is to get the other person to say, “Hey, this sounds interesting. Let’s keep talking.” If that’s the goal then we should be asking ourselves, “What’s the best way to engage in a short time frame?”

You engage more in a short time frame by asking questions than you can by talking. Instead of spewing for 20-60 seconds, even if succinct, think about one great question you can ask of the other person to get them ENGAGED in a conversation.

I’m not throwing out the concept, but I do want to draw your attention to the difference between a one-way communication and a two-way communication. Focus on the two-way (engagement) and not the one-way (pitch.) Think about the difference between SAYING and ENGAGING.

When you’re with a prospect on a visit, by phone, leading a tour or on an elevator, are you SAYING or ENGAGING?

Read more about Power Questions here.

Share:

Early Bird Tickets For Colorado Boot Camp End in 6 days!

Early Bird Tickets for our Boot Camp on May 17-18 in Larkspur, CO (just outside of Denver) are available until this Thursday, March 31st. This event will sell out so get your tickets early!

The For Impact Boot Camp is focused on frameworks and skill building – You will leave with the knowledge you need to simplify your message and funding rationale, and take your organization to the next level.

This high-energy, day-and-a-half session covers topics like:

  • How to execute against a sales process (for major gifts, campaign gifts, transformational gifts, etc.)
  • How to build and maximize relationships
  • How to build and lead an effective team
  • How to ask, close, and follow-up

The Boot Camp is perfect for organizational alums, new hires, or anyone looking to hone individual skills – both personal and professional!

Early bird pricing is available for both sessions. Discounts are also available for Alumni Organizations and teams with 4 or more participants.

For More Information, FAQs and Registration:
For Impact Funding Boot Camps
Tuesday, May 17 – Wednesday, May 18, 2016 | Larkspur, CO
Share:

On Board(s): A For Impact Guide to Greater Board Engagement (Audio)

We’re reposting some of OG’s greatest hits. Here he is with the companion audio to On Board(s): A For Impact Guide to Greater Board Engagement.

“How do we engage our board?” is a question we receive with every client – this seminar is a direct answer to that question.

Here, Tom does what he does best – CHALLENGE assumptions you have about the board/staff dynamic, LEAD you with concrete frameworks and tools and SIMPLIFY everything with stories from the field.

Included in this seminar:

  • A change in perspective. “A change in perspective is worth 80 IQ points.” – Alan Kay
  • How to change the dynamics of the board/staff.
  • How to get leaders ‘on board’ vs. ‘on the board.’
  • How to leverage a NEW leadership model.
  • How to identify the right leaders and champions.
  • 3 Key Frameworks (TOOLS) for leaders and leadership engagement.

A great seminar for senior leadership and board members, complimenting On Board(s): A For Impact Guide to Greater Board Engagement


(Recorded by Tom Suddes)
Right click here; to download file for listening offline.
Share:

Take A Quantum Leap (Audio)

We’re reposting some of OG’s greatest hits – Here he is with the companion audio to the Campaign Manifesto: Take a Quantum Leap. If you know us well you’ve heard the first 5-10 minutes of intro – Feel free to scoot past!


(Recorded by Tom Suddes)
Right click and save for listening offline.

Share:

The ‘Old Guy’ Riffing on Campaigns, Lesson From the Field, Our Model and more

We’re reposting some of OG’s greatest hits – Here he is riffing on Campaigns, Lessons and the Model. Some great stories “from 30 years in the field” and the beginnings of Be For Impact, Impact Drives Income, Just Ask and more.

Download the audio file (right-click, “save as”)


(Recorded by Tom Suddes)

Share:

Live Like O.G.: A Note on Tom’s Health

 

Nick and I wanted to share with our For Impact Community an update on Tom’s health. Tom was diagnosed with ALS in May of 2014. Those familiar with this disease know that it is progressive and degenerative, attacking nerve cells in the brain and the spinal cord.

Tom is not able to use his voice and body in the way that we are all familiar with – jumping on podiums or doing 1,000s of push ups with the boxers at Notre Dame – but his spirits are good!

Our Founder & Chief Spirit Officer – affectionately known as O.G. (The Old Guy) – is no longer able to be involved in the day to day operation of the For Impact mission, but he continues to challenge us, support us, and inspire us.

I search for meaning in all of this (often) and take comfort in knowing that ALS does not define my dad’s life. To “Live Like O.G.” is an aspiration and a reminder for us all:

O.G. thinks anything is possible.
O.G. lives life fully. Every day.
O.G. is generous – with his spirit, his time, his energy, his resources, his counsel, his adventurousness – beyond any person I have ever met.
O.G. invests more in experiences and people than material possessions.
In O.G.’s world, there are no problems. Only solutions.
The word “no” is not in O.G.’s vocabulary.
He (along with my mom) is supportive, encouraging, down to earth, creative and fun.

O.G.’s positivity is infectious and he embodies every motivational phrase he’s ever said or written:

Life’s a Journey. Enjoy the Present. Make a Life, Not A Living.
Wealth is an Abundance of Things we Value. You can’t take it with you.
Say yes! Focus on your strengths. Live to Give. Give to Live.
Don’t wait. There is no such thing as the “perfect” time to start something.
Be the Change. Live. Love. Laugh. Learn. Leave a Legacy.

Tom has been a Champion for the For Impact Sector for over 40 years. He has devoted his life to motivating and coaching thousands of Development Professionals. Along the way, he has helped to transform the language and attitude of GIVING. We have begun to reflect his living legacy here at forimpact.org. You’ll notice some big changes in the next month, including the most comprehensive For Impact Learning Library to date.

Share your O.G. Story

Recently, Tom was honored by the University of Notre Dame, where he has been the Boxing Coach since the mid 1970s. Hundreds of the men and women he has coached showed up to sit with him and share their stories of how he has impacted their lives. (Read more here: Longtime Notre Dame boxing coach, ref honored)

If you are one of the many that Tom has inspired, now is your chance to let him know.

Take a few minutes and tell us how Tom/O.G./Coach has influenced you using one of these themes (or a theme of your own):

#LiveLikeOG
#GiveLikeOG
#BeForImpact
#OGMadeMeDoIt

Send your stories to wow@forimpact.org and (with permission) we will share at FI.org in the coming weeks and months. Include your name and address and we’ll send you some “Live Like O.G.” swag.

Thank you for reading. Tom, Nick, and I look forward to hearing from you.

Note: “Live Like OG” t-shirts are available. All designs can be tweaked to your liking by choosing ‘change style.’
Share:

Do the Math to Simplify Your Funding Story

A few weeks ago we published “10 Action Steps to Help you Engage in 2016.” Over the next 10 weeks, we are going to use each action step as a week long theme to help you get it done!

This week’s theme is DO THE MATH.

Doing the Math means owning and internalizing an understanding of your numbers. Your numbers tell an important part of your story.

Doing the Math also means taking the time to simplify the numbers in a way that others – Your board, your prospects and your staff – can understand.

In our For Impact World you must:

DO THE ‘BLUE‘ MATH around your Cause and Case and Impact. i.e. How many people/families/students/patients/kids do you impact? Or how many people/families/students/patients/kids NEED this impact?

DO THE ‘RED’ MATH around your Staff, People and Operations.
i.e., What are the people or operational costs associated with delivering your current or desired impact?

And DO THE ‘GREEN’ MATH around your Income, Funding Plan, Goals, etc.
i.e, What is your total need for the year or next 1,000 days based on the BLUE and RED and how will you get there?

Note: Here is a list of questions you can ask your CFO or CEO to get the information you need for math.

Next, use this Math to frame your Funding Rationales. Funding Rationales help to answer your Prospect’s question, “What do you need from me?” and help you get ‘numbers on the table’ tied to a Person, a Program, a Project or a Funding Plan. For example:

A unit of Impact.

One of the simplest ways to do your math is around a Unit of Impact – A Person, A Student, A Family, A Village, A Patient – You get the idea. Quick math:

You can use this math to ask a prospect, “Can you help us by underwriting 10 students this year?” or “How many students would you like to underwrite this year?”

Your Gap, or even better, the cost of EXTRAORDINARY Impact.

Gap math is a common way to do your math and simplify a funding rationale.

 

 

I recently worked with a fantastic Hospice organization who refuses to talk about the gap and instead asks prospects to fund Extraordinary Care for every family. This Hospice has (fluctuating) revenues from reimbursements, but they don’t cover everything. This is where philanthropy comes in – For $1000 you can underwrite Extraordinary Care for one of the 3000 families they serve each year.

The true cost of programs.

This is a big one. Organizations frequently underestimate the true cost to deliver a program, which is essential to a funding rationale. Knowing the real numbers boosts confidence in the ask and helps the funder buy in. You can ask someone to underwrite part or all of the program.

Along with the previous point, you can do the math to tie programming costs to impact in multiple ways. Here’s a clean and simple example to illustrate the concept using the example above. The Read Aloud Program impacts 1600 Kindergarteners and their families (80 classrooms/20 students per class at 40 schools.) You can do the math to create simple funding rationales:

$80,000 to underwrite the program for one year, or;
$2,000 per school, or;
$1,000 per class, or;
$50 per student.

Funding a Project or Priority.

This is commonly used with a ‘campaign mindset’ – projects or priorities that have a larger funding goal than some of the examples above. Casting a vision, packaging up three year Priorities or Projects and then understanding a dollar amount/funding rationale for each.

For example, “As we discussed, our vision is to be there for every family who needs Hospice Care in this community. Part of achieving that plan is to secure a Hospice House where we can care for people who can no longer stay at home, or have no home. Can we talk to you about being part of this plan?”

or

“We’ve put together a plan to scale and innovate in our three core areas – Family Literacy, Read Aloud Programs and Teen Services – that would require $1.3M of the next 1,000 days. Here’s what we would use the funds for – 1000 Families in Literacy Program, increase 1:1 teen Mentoring by 30%, excellent data and evaluation, 5-10 new school relationships…”

(more…)

Share:

Use the Rule of 3 to Simplify Your Priorities at 14,000’

A few weeks ago we published “10 Action Steps to Help you Engage in 2016.” Over the next 10 weeks, we are going to use each action step as a week long theme to help you get it done!

This week’s theme is SIMPLIFY YOUR MESSAGE.

Our most used frameworks is the Altitude Framework – Used to order thinking, communications, and storylines; to develop Engagement Tools; and, to think through the Flow of a Visit.

This framework is used for everything from visits to strategy sessions to dealing with objections. However, it’s best use is COMMUNICATION and SIMPLIFICATION of your message.

14,000’ is the view and perspective from the ‘top of the mountain.’ (In the Rockies, they’re called ‘fourteeners.’) At this altitude, the air is thinner and the raptors soar. If 30,000’ is about vision, 14,000’ is about focus. A place to talk about Business Models and Strategy, but most importantly, a place to finding clarity around Priorities.

One of our favorite devices for simplifying your message at 14,000’ is The Rule of 3.

The Rule of 3 is a magical rule for SIMPLICITY.

As human beings, we’re wired to understand, internalize, and remember threes. Politicians know this, as does the media. Neuroscience tells us that the brain actually finds harmony in threes.

One is lonely (no choice.)

Two creates an either/or conflict. (Sophie’s Choice, anyone?)

Not only is Three just right (thank you, Goldilocks) but anything more than three is too complex!

Barry Schwartz’s The Paradox of Choice: Why More is Less tells us stories of engagement DECREASING proportionate to MORE choice.

Look around:

Three-Act Plays. The first act sets up the story, the second act creates conflict, and the third act is the resolution.

The Holy Trinity.

Pyramids. An ancient symbol for strength.

Think BIG! Build SIMPLE! Act NOW! (Can you feel the cadence?!?!)

Today. Tomorrow. Forever.

You can use the Rule of 3 to communicate your biggest Priorities at 14,000’. For example, if you have 7 programs, you need to package those into 3 priorities, such as:

People, Programs, Places
Research, Education, Service
Meals, Homes, Health & Wellness Programs
Read-Aloud Programs, Family Literacy, Teen Intervention

Action: Take the time to write out everything you do on one or two sheets of paper. Then use the attached trigger list to simplify your programs and funding needs into 3 Priorities.

And next time you’re with a prospect you can say, “Over the next 1,000 days we’re focused on these 3 Priorities, which one are you most interested in?”

Share:

Start the New Year on a “HIGH”

A few weeks ago we published “10 Action Steps to Help you Engage in 2016.” Over the next 10 weeks, we are going to use each action step as a week long theme to help you get it done!

This week’s theme is SIMPLIFY YOUR MESSAGE.

Our most used frameworks is the Altitude Framework – Used to order thinking, communications, and storylines; to develop Engagement Tools; and, to think through the Flow of a Visit.

This framework is used for everything from visits to strategy sessions to dealing with objections. However, it’s best use is COMMUNICATION and SIMPLIFICATION of your message.

30,000′ is an airplane’s cruising altitude – plenty of blue sky, a great view, etc. At 30,000′, our brain even seems to work better!

At this altitude, it’s all about your vision, your aspirations, your raison d’etre. It’s a place to think and talk about your mission, your meaning, your values.

At 30,000’ leaders and visionaries have the ability to see the horizon. Obviously, you can’t do that from 3’. At 30,000’ you can see the curve of the earth, the rising and setting of the sun. The perspective at 30,000’ is unmatched. This is where you can think about making a “dent in the universe” and communicate how you are CHANGING THE WORLD!

Use this framing device to think and answer some questions at 30,000’:

  • Why do you what you do – To what end?
  • What is your raison d’etre (or reason for existence?)
  • What are you best in the world at?
  • What would you do with $1M or $10M (or X times your current operating budget?)
  • What makes you unique or how are you collaborating to solve a big social problem?
  • What gets you really fired up in the morning? (About your impact!)

Use the answers to these questions to develop your Message at 30,000’ – Your big picture purpose statement, the meaning of your work – Something we call the Blue Box Message.

“The Blue Box”:

  • Represents the starting point for everything
  • Frames a conversation at the highest level
  • Is simple (not full of fancy prose)
  • Is articulated clearly, concisely and compellingly

Here are some examples of great Blue Box Messages:

Changing the lives of the visually impaired worldwide.

Transforming the aging experience.

To provide the finest liberal arts education in the country.

Breaking the circle of poverty by changing the system.

Transforming Columbus: Inspiring the entrepreneurs of the future.

Strong Healthy Kids, Strong Healthy Families, Strong Healthy Communities.

We provide the opportunity for disadvantaged women and children to transform their lives.

We want safe water for EVERYONE FOREVER.

To make reading matter and change the story for low-income students and families in San Diego County.

Redefine Interprofessional Education. Redefine Healthcare Delivery. For Better Patient Health Outcomes.

Join us tomorrow for more on Simplifying your Message.

Share:

Affirmation

“The single most important lesson I learned in 25 years, talking every single day to people, was that there’s a common denominator in our human experience:

We want to be validated. We want to be understood.

They all want to know: “Did you hear me? Did you see me?
Did what I said mean anything to you?’”

– Oprah Winfrey

Share:

2016 Boot Camp Dates: San Diego and Colorado Registration Open!

Our first dates for 2016 Boot Camps are available! Join us on March 1-2 in San Diego and May 17-18 in Larkspur, CO (just outside of Denver.)

The For Impact Boot Camp is focused on frameworks and skill building – You will leave with the knowledge you need to simplify your message and funding rationale, and take your organization to the next level.

This high-energy, day-and-a-half session covers topics like:

  • How to execute against a sales process (for major gifts, campaign gifts, transformational gifts, etc.)
  • How to build and maximize relationships
  • How to build and lead an effective team
  • How to ask, close, and follow-up

The Boot Camp is perfect for organizational alums, new hires, or anyone looking to hone individual skills – both personal and professional!

Early bird pricing is available for both sessions. Discounts are also available for Alumni Organizations and teams with 4 or more participants.

Share:

Announcing For Impact Fellowships

The Suddes Group creates and drives the levers behind the most important causes of our lifetime, including health-care transformation, community resilience, education, workforce development, equality, and justice.

The For Impact Fellowship is a paid post-graduate employment program (with both 1 and 2-year opportunities) to develop leaders for the social sector.

Fellows will be based out of our Columbus, OH or Colorado Springs, CO offices. They will work ‘in-the-field’ organizing and managing funding campaigns while also developing a career pathway, connections and priceless experience in the areas of leadership, fundraising and organizational development.

More details will be announced in the coming weeks. If you know someone that might be interested – contact Jessica@forimpact.org to receive application details when they become available.

Share:

You Choose Your Story

In the early 1900s, two shoe salesmen were sent to a remote village to see if there was an opportunity to sell shoes. The wrote back in telegrams:

Salesman #1: “10,000 natives. Stop. Situation hopeless! Stop. No one wears shoes. Stop.

Salesman #2: “10,000 natives. Stop. Glorious Opportunity! Stop. No one here wears shoes! Stop.

Question, which of these two stories is true? Answer, both.

The point? You have control over the story. You have the power to choose your story.

Further, as a leader, if you don’t choose the best possible story, then who will?

Share:

Change Your Perspective, Change Your I.Q.

If you’ve ever been to a For Impact training of any kind, you’ve experienced the infamous “Rope Trick.”

 

 
We pair participants up and “handcuff” them together with ropes. The goal is to solve this problem at least once – to completely free yourself from your partner without your rope ever leaving your wrists at any time. You can imagine the hilarity that ensues, but there is a point!
 

 
Many people repeat the same funky dance moves over and over yet end up back in the same spot – Still handcuffed together.

“Insanity: doing the same thing over and over again and expecting different results.”
– Albert Einstein

Solving this problem requires that you change your perspective.

Alan Keys, a pioneer of computer science, says:

“A change in perspective is worth 80 I.Q. points.”

Being For Impact is all about a change in perspective. Change can be scary, so in our approach we always GIVE you something valuable/simple in exCHANGE for the ‘old way’ of thinking. And if old Alan is right, these changes will also increase your I.Q. 🙂

Think about some of the ‘insane’ behaviors you/your organization are still doing – Special Events, Feasibility Studies, Cultivation, Transactions, etc – And, if you haven’t already, I recommend that you read or share the For Impact Guidebook: Change (The) Rules!

(P.S. If you want the solution to the Rope Trick – Email me and I’ll send you video solution.)

Share:

For Impact Reading: Resilience

Eric Greitens (a former Navy Seal, a humanitarian, a boxer, a Ph.D.) compiled this book from letters he wrote to a friend facing enormous hardship, pain and suffering – and the virtue of Resilience as part of the human experience.

He draws on ancient wisdom to make many of his points and one paragraph really struck me as it relates to our For Impact teachings and philosophies:

“I can’t speak for Aeschylus, Epictetus or Aristotle. But I am convinced of this: they would have hated having their wisdom confined to classrooms and textbooks. This is wisdom about how to live. And it’s your property as much as anyone’s. Take it. Use it.”

We are having our fourth and final Boot Camp of the year at Eagle Creek today. Nick kicked the session off with a great quote from the book. (Nick quoting Eric quoting Greek Philosophers about the importance of Practice.)

“The most important things in life are learned only once, but must be reminded often.”

That big reminder that we give at camp? Your Sales Practice will never, ever, ever be perfect. And sometimes it will be hard. But you must get out the door and do it. Live it. You are capable of resilience.

Use visits (and asks) as a way to understand, to connect, to process many of the important things you already know.

Note: Read more thoughts from Tom on Practice.

Share:

Let Go of Your Baggage.

We’re re-publishing some lessons from Tom’s For Impact Campaign Manifesto: Take a Quantum Leap this week and next.

One that comes up often in coaching and working with clients is getting over the ‘We’ve always done it this way’ attitude and instead asking questions like, “Is this (event, appeal letter, feasibility study, etc) producing the right results? Or any results for that matter?”

Tom says simply: LET GO OF YOUR BAGGAGE.

You can’t make a QUANTUM LEAP dragging ‘BAGGAGE,’ ‘SACRED COWS,’ and an ‘ALWAYS DONE IT THIS WAY’ attitude.

“IL SOLE NO MUOVE.” Da Vinci and Copernicus both got blasted (by the church) for espousing this heresy: ”THE SUN DOESN’T MOVE.”

“The world is flat.”
“The 4 minute mile can’t be broken.”
“Peers must ask peers (for money).”
“Feasibility studies are mandatory.”
“We need this event to raise awareness/friends.”

Let go of your ‘BAGGAGE.’ All of it.

Read more about Sacred Cows and Change here.

[Note: we do take a hard line on many things we consider to be OLD THINKING. The good news is that if we take something away, we’ll always give you a NEW way to think about it.]

Share:

Giving Is Good

A quick follow up to yesterday’s post on defining SUCCESS. A friend shared this quote from Pablo Picasso:

The meaning of life is to find your gift.
The purpose of life is to give it away.

There are many a way to interpret this quote, but I’ll just say it’s GOOD TO GIVE! From an old Ode/Optimist Magazine article, “Giving improves health, spreads wealth, strengthens social bonds and, best of all, it’s CONTAGIOUS!”

The GIVING triple win:

For Yourself. ‘The more you give the more you get’ is not just a cliché. It works.

For Your Organization. The better you understand your purpose (saving, changing, impacting lives) the easier it is to go out and SHARE THE STORY and PRESENT OPPORTUNITIES for people to give to your impact.

For Philanthropy and Fundraising. Helping people enjoy the benefits of GIVING sure is a worthy calling!

Share:

Unbeatable Deal Our Last Boot Camp of the Year

Are you or your organization an FI Boot Camp Alum? Contact me (kerry@forimpact.org) for an unbeatable deal on our upcoming Boot Camp. You can use this for yourself, to send new staff / board members or to refer a friend.

Our last camp of the year will be held October 20-21 at Eagle Creek – our beautiful 50-acre retreat center.

The For Impact Boot Camp is focused on frameworks and skill building – You will leave with the knowledge you need to simplify your message and funding rationale, and take your organization to the next level.

This high-energy, day-and-a-half session covers topics like:

  • How to execute against a sales process (for major gifts, campaign gifts, transformational gifts, etc.)
  • How to build and maximize relationships
  • How to build and lead an effective team
  • How to ask, close, and follow-up

The Boot Camp is perfect for organizational alums, new hires, or anyone looking to hone individual skills – both personal and professional!

Discounts are also available for teams with 4 or more participants.

For More Information, FAQs and Registration:
For Impact Funding Boot Camp
Tuesday, October 20 – Wednesday, October 21 2015
Ostrander, OH
Share:

Start Before You’re Ready

We wrapped up a fantastic Boot Camp last week with over 70 For Impact leaders from around the country. We end our sessions by asking participants to commit to one ACTION they will take towards producing results – and to take that action within 10 days. One Rock Star sent this update to Coach Mike the day after Camp (it’s long, but worth it to make the point):

On the way home I utilized the training. A board member’s boss was on the same flight – I’ve known him for a while so I went to say hello.

We got to chatting and during the conversation I asked him why he decided to serve on another organization’s board instead of ours. I listened and it turns out it is not because he doesn’t like us! He offered up a lot of information, particularly that there are three avenues for potential gifts from him (his company, individually and from a foundation he serves for.)

He said to call to set up a meeting. I know it will take several tries, which doesn’t bother me, because if I’m anything I’m persistent! I just left him a voice message stating I’d like to meet next week to continue the conversation we had on the plane.

Oh, and just got off the phone with one my top donors – the one who said he wanted to give $50K and I told him the Impact of two fast ultrasound machines and he agreed to $60K. We meet in two weeks.

As Mike says – Double Boom.

With this in mind I want to share a blog Tom wrote a few years ago about Doing the Work:

I was re-reading for the umpteenth time Do The Work by one of my favorite authors Steven Pressfield. There is a huge amount of both wisdom and motivation in this DTW nugget:

START BEFORE YOU’RE READY.

DON’T PREPARE. BEGIN.

Remember, our enemy is not lack of preparation; it’s not the difficulty of the project or the state of the marketplace or the emptiness of our bank account.

The enemy is resistance.

The enemy is our chattering brain, which if we give it so much as a nanosecond will start producing excuses, alibis, transparent self-justifications and a million reasons why we can’t/shouldn’t/won’t do what we know we need to do.

That quote is one of the reasons that Steven Pressfield is one of the most impactful writers/thinkers in the world. He puts a name on the nugget. He captures in very few words the essence of the problem; then, gives a simple solution: START BEFORE YOU’RE READY.

DON’T PREPARE. BEGIN.

ENGAGE, THEN PLAN.

ACT NOW.

DON’T MAKE DECISIONS FOR YOUR PROSPECTS.

Pressfield quotes W. H. Murray, (quoting Goethe), with one of my favorite inspirational quotes:

Whatever you can do or dream you can, begin it. Boldness has genius, power and magic in it.

Share:

Don’t Make a Funder Work Hard to Understand What You Do

I was on a coaching call yesterday with a fantastic Development Director. We’re about a month out from a very productive message building session with senior team, program staff and a few board members. During the session, the big a-ha was “We’ve always thought that what we do is too complicated to explain to people but it doesn’t have to be!” Today, the DD finds herself back in a place where the team (with the best of intention) is still tweaking words on the Engagement Tool.

There a many reminders for the team here:

Don’t make a funder WORK HARD to understand what you do and why you do it. (read more here.) Ask questions and listen. What they say is more important than what you say.

Start with Why. Don’t skip this even if you think they know – especially with existing funders. “Why has this impact been meaningful to you?” or “Why have you been funding us for the last 5 years?”

Simplify. Simplify. Simplify. The person you are with won’t always understand every detail about every program you do and that is okay. Use the Rule of 3 for communication and clarity.

Engage and then plan. You will learn more from a prospect about what words are working than you will trying to get consensus within the team. Get out of the office and test the message. It will result in real conversation and real dollars.

Share:

Additional 2015 Boot Camp Dates Added

Our September Boot Camp has sold out and so we are adding additional dates this year! (Early Bird Pricing available through the end of August.)

Join us on October 20-21 at Eagle Creek – our beautiful 50-acre retreat center.

 

 

The For Impact Boot Camp is focused on frameworks and skill building – You will leave with the knowledge you need to simplify your message and funding rationale, and take your organization to the next level.

This high-energy, day-and-a-half session covers topics like:

  • How to execute against a sales process (for major gifts, campaign gifts, transformational gifts, etc.)
  • How to build and maximize relationships
  • How to build and lead an effective team
  • How to ask, close, and follow-up

The Boot Camp is perfect for organizational alums, new hires, or anyone looking to hone individual skills – both personal and professional!

We’ve extending our Early Bird pricing – Register before August 31st to take advantage of this offer! Discounts are also available for Alumni Organizations and teams with 4 or more participants.

 

For More Information, FAQs and Registration:
For Impact Funding Boot Camp
Tuesday, October 20 – Wednesday, October 21 2015
Ostrander, OH
Share:

Colorado Boot Camp: ‘Early Bird’ Opportunity

Join us on September 15-16, 2015 in Larkspur, CO (halfway between Denver and Colorado Springs/ 60 miles south of the Denver Airport) for our For Impact Boot Camp.

This high-energy, two-day session explores the For Impact Point of View and Sales Process. And it is the best resource we can recommend for you and your team.

Boot Camp is focused on frameworks and skill building. You will leave with the knowledge you need to simplify your message and funding rationale and take your organization to the next level.

This opportunity is perfect for organizational alums, new hires, or anyone looking to hone their individual skills – both personal and professional!

Boot Camp will focus on topics like:

  • How to execute against a sales process (for major gifts, campaign gifts, transformational gifts, etc.)
  • How to build and maximize relationships
  • How to build and lead an effective team
  • How to ask, close, and follow-up

Take advantage of Early Bird pricing until this Friday, July 24th at Midnight.
More Information and Registration Here.

Share:

Do the Math to Simplify Your Funding Story

Doing the Math means owning and internalizing an understanding of your numbers. Your numbers tell an important part of your story.

Doing the Math also means taking the time to simplify the numbers in a way that others – Your board, your prospects and your staff – can understand.

In our For Impact World you must:

DO THE ‘BLUE‘ MATH around your Cause and Case and Impact. i.e. How many people/families/students/patients/kids do you impact? Or how many people/families/students/patients/kids NEED this impact?

DO THE ‘RED’ MATH around your Staff, People and Operations.
i.e., What are the people or operational costs associated with delivering your current or desired impact?

And DO THE ‘GREEN’ MATH around your Income, Funding Plan, Goals, etc.
i.e, What is your total need for the year or next 1,000 days based on the BLUE and RED and how will you get there?

Note: Here is a list of questions you can ask your CFO or CEO to get the information you need for math.

Next, use this Math to frame your Funding Rationales. Funding Rationales help to answer your Prospect’s question, “What do you need from me?” and help you get ‘numbers on the table’ tied to a Person, a Program, a Project or a Funding Plan. For example:

A unit of Impact.

One of the simplest ways to do your math is around a Unit of Impact – A Person, A Student, A Family, A Village, A Patient – You get the idea. Quick math:

You can use this math to ask a prospect, “Can you help us by underwriting 10 students this year?” or “How many students would you like to underwrite this year?”

Your Gap, or even better, the cost of EXTRAORDINARY Impact.

Gap math is a common way to do your math and simplify a funding rationale.

 

 

I recently worked with a fantastic Hospice organization who refuses to talk about the gap and instead asks prospects to fund Extraordinary Care for every family. This Hospice has (fluctuating) revenues from reimbursements, but they don’t cover everything. This is where philanthropy comes in – For $1000 you can underwrite Extraordinary Care for one of the 3000 families they serve each year.

The true cost of programs.

This is a big one. Organizations frequently underestimate the true cost to deliver a program, which is essential to a funding rationale. Knowing the real numbers boosts confidence in the ask and helps the funder buy in. You can ask someone to underwrite part or all of the program.

Along with the previous point, you can do the math to tie programming costs to impact in multiple ways. Here’s a clean and simple example to illustrate the concept using the example above. The Read Aloud Program impacts 1600 Kindergarteners and their families (80 classrooms/20 students per class at 40 schools.) You can do the math to create simple funding rationales:

$80,000 to underwrite the program for one year, or;
$2,000 per school, or;
$1,000 per class, or;
$50 per student.

Funding a Project or Priority.

This is commonly used with a ‘campaign mindset’ – projects or priorities that have a larger funding goal than some of the examples above. Casting a vision, packaging up three year Priorities or Projects and then understanding a dollar amount/funding rationale for each.

For example, “As we discussed, our vision is to be there for every family who needs Hospice Care in this community. Part of achieving that plan is to secure a Hospice House where we can care for people who can no longer stay at home, or have no home. Can we talk to you about being part of this plan?”

or

“We’ve put together a plan to scale and innovate in our three core areas – Family Literacy, Read Aloud Programs and Teen Services – that would require $1.3M of the next 1,000 days. Here’s what we would use the funds for – 1000 Families in Literacy Program, increase 1:1 teen Mentoring by 30%, excellent data and evaluation, 5-10 new school relationships…”

(more…)

Share:

You Need to Find a Way to Boot Camp – And Here’s Why

You (or your new hire, board member, development director) need to find a way to get to Boot Camp. And here’s why:

It will change everything for you and your organization. The reason Boot Camp has such a huge impact on organizations is because we’re not just trying to make you a better charity or increase your annual fund by 10% – we’re teaching you how to be something completely different, to think bigger, and get bigger funding results.

It’s not a normal training. Boot Camp is chock-full of practical stuff. You’re building tools, developing strategy, and doing/thinking the entire time! Don’t expect two days of lecture and power points (you will be very disappointed). [Yes, you will have to do one practice visit and many ‘rehearsals’ at Boot Camp. A little trust on this one? It’s way better to learn here than with your best prospect.]

Results. You don’t want training; we know that. What you want is money, to get out of the rat race, to learn ‘the secret’. Boot Camp is designed to be both a stepping stone for transformation and a way to generate money for your organization in the next 100 days.

It works. We are out there every week and we will share lots of stories from the field to reinforce our points. Boot Camp drills (and drills) on fundamentals for your organization and for each individual who attends. Tom started Boot Camp as an alternative to ‘consulting’ and to create a tool with incredible value. He wanted to scale our impact by giving everyone an accelerated way to get different results, based on 30 years in-the-field.

It doesn’t cost any money. If you say it’s not in the budget, then you’re right. But if you want to think like an entrepreneur, then this is the place for you. Reallocate money and then use the ROI to provide budget relief wherever needed. UNDERWRITE this as a SOLUTION. Some suggestions from recent attendees:

Use money from a ‘marketing budget’.

Have someone ‘underwrite the training’ – as a guaranteed investment.

Put the training on a credit card and pay it off in 30 days with new gifts. (I love this one.)

Boot Camp is the best resource we can recommend. This solution helps everyone who attends.

We’ve extended our Early Bird pricing for April camp until this Thursday, April 2.

More info and registration here.

We also have a session in June (more here).

(more…)

Share:

Celebrate your Birth DATE!

Today is our Founder, C.S.O. (Chief Spirit Officer), and resident Old Guy’s birthday!

For 40 years (or more) Tom has encouraged every young person, old person, fundraising professional, social entrepreneur, etc., that he has come across to adopt one very effective habit for success and life balance. Tom uses his birth date (the 19th of every month) as a reminder to get some solo time – write goals, reflect on goals, celebrate – just take that one day a month to focus on yourself and you will be more effective in all areas of life.

In his honor, were are sharing some of Tom’s most inspirational words about why you should celebrate your Birthday and your Birth Date! Share this idea on social media and (1) tell us how you celebrate your birth date and (2) leave a birthday message for Tom.

Here’s a great goal/challenge: Make your BIRTH DATE a special day for YOU!

  • Do something solo. (Breakfast or coffee shop, with a journal or a book. A motorcycle or bike ride. A yoga class. Something… Alone.)
  • Then, do something special with those you love. (Spend a little time with the g-kids. Catch up with a sib or a child away from home. Have lunch with the ‘girls’ or a beverage with the ‘boys’.)
  • Do some serious journaling.
  • Do a monthly review of your goals (lifetime, this year, upcoming 90 days, etc.) and to set an Action Plan for next 30 days.
  • Take your BIRTH DATE ‘off’ – Whatever that means to you. Yes, most people will laugh or scoff at this suggestion, but if you can’t set aside even one day for yourself, once a month… things are pretty screwed up. (Note: If you can’t take your Birth Date ‘off’, surely you can take your actual BIRTHDAY off!)

Big Idea: Spend one on one time with your kids on their Birthdays! When my 5 kids were growing up, we would do special Birthday Breakfasts where we would write down goals, best friends, favorite books and movies, etc. I still have all of their thoughts captured in a special ‘Green Book’. It’s great to look back at ‘goals‘ from a 5 or 10 or 17 year old.

Note: You’re seeing a special sneak peek of our very own For Impact Font, ‘OG’, on the napkin above. Our phenomenal designer, Matt, has painstakingly scanned and cleaned up an entire alphabet, taken from Tom’s actual journals over the past 40 years. We’ll be rolling this font out in the coming months but wanted to share our excitement with a preview for our Tribe!
 

Share:

April 2015 Boot Camp: ‘Early Bird’ Opportunity

Want to explore the For Impact Point of View and Sales Process in person?

Join us for our For Impact Funding Boot Camp on April 28-29 at Eagle Creek – our beautiful 50-acre retreat center.

The For Impact Boot Camp is focused on frameworks and skill building – You will leave with the knowledge you need to simplify your message and funding rationale, and take your organization to the next level.

This high-energy, day-and-a-half session covers topics like:

  • How to execute against a sales process (for major gifts, campaign gifts, transformational gifts, etc.)
  • How to build and maximize relationships
  • How to build and lead an effective team
  • How to ask, close, and follow-up

The Boot Camp is perfect for organizational alums, new hires, or anyone looking to hone individual skills – both personal and professional!

We’ve extending our Early Bird pricing – Register before February 27th to take advantage of this offer! Discounts are also available for Alumni Organizations and teams with 4 or more participants.


For More Information, FAQs and Registration:
For Impact Funding Boot Camp

Tuesday, April 28 – Wednesday, April 29 2015
Ostrander, OH
Share: