Fundraising During a Pandemic – Tips & Considerations for Donor Selections

As we enter the third month of the COVID-19 pandemic, many organizations have settled into a new normal and accepted the crisis as the surround sound of their missions. CCAH, in partnership with our clients, has adjusted and is continuing to readjust revenue projections and expectations. We are closely scrutinizing incoming returns from outbound solicitations.

For those organizations not directly impacted or serving beneficiaries impacted by the pandemic, there may be a temptation to scale back fundraising asks of their donors. Most organizations recognize this is not a prudent approach for the long-term viability of serving their missions, and CCAH strongly counsels against the exclusion of efforts, or cutting back too severely.

Is there a middle ground? Can organizations continue to solicit donations from their donors, while at the same time acknowledging not all donors on their file have the capacity or interest to give right now?

Yes! You can find donors who are willing and able to help you continue furthering your mission. We suggest targeting those house file donors that are the most in love with you. But how do you know who they are? 

We recommend considering some of these selection criteria to choose your donors:

Donors who have given for 5 or more years consecutively to your organization – including this year

Within this group, further identify the long-on-file (example, 10+ years), highly consistent donors (giving 75% or more of the time they have been on your file) with a lifetime revenue of perhaps $1,200+. Consider using as many channels as possible: SMS, phone, and/or email, connecting with them in much the same way you would with family and friends. Send an affirmative message showing you care such as: “these are uncertain times, we hope you’re doing okay” to solidify your donors’ relationship with your organization.

New donors acquired after March 17, 2020

Also, consider adjusting the new donor onboarding and the acknowledgement language new donors receive during this crisis. Adjust messaging to reflect the current environment (e.g. make sure it’s not just the normal welcome series, since that may not sound authentic to new donors at this time).

Lapsed Donors

Typically, reinstated lapsed donors tend to be more valuable than newly acquired donors.

As such, re-prioritize the more recently lapsed (like 13-36 months lapsed donors) and focus on those who were multi-year consecutive donors before they lapsed. Where possible, further refine by focusing on those who have been on your database for a substantial period of time (consider 7+ years), and who had given a cumulative amount of $100 or more. We recommend removing any new or reactivated donors who lapsed again.

Target these lapsed donors via SMS, ads, and email where possible. Multichannel contacts will increase the rate of conversions. 

Sustainers

Target committed donors who, after becoming a sustainer, have given additional one-time donations. Do you know who these sustainers are? If not, find them.

They are some of your best donors! Consider narrowing this selection further to the time period after March 17, 2020. 

Identify those sustainers who voluntarily upgraded their monthly committed amount, has anyone done this after March 17, 2020? Then identify monthly donors who converted to giving monthly donations after making one-time gifts for a significant period of time (like 7+ years) or maybe even those who have been on your database for 10 or more years in totality.

Other Donor Constituencies for Selection:

  • Donors who have given in the last 18 months and have returned a completed mail survey (digital survey completion as secondary)
  • Donors who volunteered their change of address (not auto-NCOA updated)
  • Multichannel donors who have given to two or more channels both this year and last year
  • Active (0-18 month) donors who are also coded as:
    • Active Advocates
    • Fundraising on the behalf of the organization
    • Current Volunteers
  • Donors donating using alternate payment methods:
    • Donor Advised Funds               
    • Family Foundations
    • Stocks

As we navigate this uncertain time, it’s important to make informed choices that best serve the overall missions of our clients. While we need to be mindful of the environment we are mailing within, we can use careful donor selection as an opportunity to keep the best donors involved and keep striving toward organizational goals.

Who are the donors you have identified as your strongest supporters, or do you need help finding them? We’re happy to help, reach out and work with us!

Remote Collaboration

At CCAH, many of our employees worked remotely even before the current COVID-19 crisis sent all of us to our home offices. Over the years we’ve learned some best practices for teleworking that can be applied now, but also whenever you have a teammate who isn’t physically in the office with you for any reason!

Turn On Your Video

When working from home, it can be tempting to dress as though it’s extra casual Friday every day of the week, and though this post won’t dive into the value of getting “dressed for work” even when you’re only going as far as your home office, it is a great idea to be presentable for the camera. Being face to face with your team, even when you aren’t physically in the same space, is nothing short of a necessity. Seeing each other allows for nuance, body language, and important conversational cues that just aren’t possible if you’re using voice-only communication methods.

Keep (Or Set Up) Standing Meetings

Without the opportunity to run into each other in an office, it’s important to keep in touch with coworkers! If you have a mentor or friend who you have lunch with, or a coworker on another team who you share ideas with, set up a weekly or biweekly chat so that you can keep talking! Similarly, if you have check-ins with your teammates when you’re in the office – individually or in groups – keep them on the calendar. Setting time aside to keep up with each other is a great way to keep remote work from feeling like a lonely endeavor.

Don’t Forsake Small Talk

When a meeting begins in person, there’s often a few minutes when folks are gathering that is taken up by that dreaded social phenomenon – small talk. But think about how many times a little non-work-related conversation in the middle of the day left you feeling renewed and a little more connected to whoever you talked with. That kind of social connection is vital when trying to maintain morale and collaboration from solo work environments! Use a few minutes as everyone joins a conference call to ask about everyone’s day or commiserate about the latest telework woe. Those conversations build relationships, and teams that know and trust each other do better work.

Use Group Chats

Many online platforms like Slack, Skype for Business, or Google, offer the ability to put your team in a good old fashioned chat room. This allows discussion to flow with buy-in from everyone, and helps to foster connection among teammates near and far.

Share Ideas and Brainstorm

Working from home can feel isolating, but one way to keep that at bay is to keep lines of communication open for new ideas and brainstorms. When teammates trust each other, it isn’t so scary to share new ideas – even when they might need a little work or be less than great. Any suggestion that doesn’t make it into the mainstream can still be a starting point for fruitful conversation!

Want to join the conversation? Work with us!

CCAH has a long history of working remotely

Around the world, businesses have been forced to deal with the coronavirus crisis and learn how to operate remotely from the homes of their employees. This has been an intense struggle for companies that had little experience with telecommuting before Covid19 quickly and unexpectedly reshaped the economic landscape.

However, Chapman Cubine and Hussey was well prepared when the time arrived to begin working remotely because our firm has a long history of allowing employees to work remotely.

Jim Hussey, Chairman

CCAH began telecommuting in 1997 when a valued staffer moved to San Francisco from our original base in Washington, DC. We decided we could not live without her and took advantage of the then new-fangled Internet to see if someone could work remotely, away from our office.

We quickly learned that this new technique not only allowed our firm to hold onto valued staff, but that telecommuting was an indispensable tool to improve our services and grow our company. Within two years, our use of telecommuting quickly developed into a fully staffed West Coast operation that opened new markets for talented employees and new clients.

We soon also realized that this new technology allowed us to tap into employment talent pools in every corner of the United States, hiring excellent employees who were previously considered out-of-reach because they were not within commuting distance of Washington, DC or San Francisco.

Today, 23 years after we began the use of telecommuting, a large percentage of our staff works remotely full time and part time from their homes (as I am today from Connecticut). In fact, we have staff in 14 states!

So when we made the decision in mid-March to send the entire staff home to work remotely, all of the necessary systems were in place. Our IT staff already had two decades of expertise, the infrastructure was ready to go, each employee had their own company-issued laptop, and we were highly-experienced with teleconferencing amongst ourselves and our clients.

As a result, the work of our 120 employees continues forward, uninterrupted. Our hospital and health oriented clients must raise even more money than before. Older Americans and others in need are desperate for help. Elections still must be won. Rights must be protected. Abused animals still need our help. And the work of our many other charitable clients must go on. 

And as long as it is necessary, the employees of CCAH will continue working from our homes to ensure that the funding for these worthy causes continues to flow.

Welcoming New Partners to the Fold

This Women’s History Month, we want to take a moment to celebrate some truly outstanding women making history here at CCAH.

When it comes to the question of whom I surround myself with, people often tout the benefits of surrounding yourself with those who are smarter than you, and while I think that is one key ingredient to success … I think it is more important, as the President of this company, that I am not only surrounded by smart people, but that I’m surrounded by individuals that share our collective vision for this company — a vision of where we want to go and what we want to accomplish this next decade. 

It’s critical that I surround myself with individuals that not only share our company’s vision, but those individuals who have been instrumental in getting us to where we are today — and in the continued success of this company. 

For many years, I have had the pleasure of working with the best there is.  Individuals that I consider trusted confidants, valuable sounding boards, innovative leaders, and — very importantly — friends.

So, it is my sincere honor to announce that we have four new Principals at CCAH!  Join me in congratulating the incredible women who have truly dedicated themselves to making a difference:

Chrissy Hyre, Susie DeCarlo, Brenna Holmes, and Lynn Waller.

Check out their bios on our Who We Are page to learn a bit more about each of these impressive ladies!

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Working Hard and Working from Home: How Remote Employees are Changing the Game

Over the summer, CCAH posted the blog you see below on working from home! We hope that in this time of increased telework, you find the tips and tricks from employees who were already working remotely to be helpful.

If you thought working remotely was just for bad weather days, you thought wrong! Across the country more and more companies are offering positions that allow employees to telework up to 100% of the time. Remote workers have limited distractions and enjoy flexible hours. 

What are the Benefits?

According to a study done by Indeed, 57% of remote workers feel more productive working from home than in the office and 38% of remote workers feel equally productive in the office and at home. And their employers agree! 72% of companies with remote workers say their remote workers are more productive when they’re at home. Some companies are even saving on real- estate costs by encouraging employees to work remotely. 

How do I know remote work will be successful on my team?

 Working remotely can work for anyone in any department, it just takes a little planning. We spoke with CCAH team members across departments and came up with a few tips to make teleworking successful for your team.

Tip 1: Be Accessible!

If you’re not in the office, its important to be available via phone and an instant messenger like Skype or Slack when email isn’t enough. Being accessible and over-communicating will help your team build trust and ensure nothing slips through the cracks. Rob in Data Management recommends keeping your calendar as up to date as possible to keep everything on track.

Tip 2: Separate your Work Space from your Living Space

When you work from home, it can be difficult to cultivate a work/life balance. Jessica in Production suggests creating a designated work space. It will keep you organized and ensure you’ve got everything you need to be successful during the work day.

Tip 3: Stay Organized

Remote workers don’t always live in the same time zone as their clients or company. Katie in Account Services suggests having daily check ins with your team to make sure everyone knows where projects stand. This ensures that nothing slips through the cracks and everyone can get support if needed.

Remote work policies allow companies to hire the best employees regardless of location and give team members a better work- life balance.  But remember, no team is the same. While we’ve found these tips to be helpful at CCAH, connect with your team to find out what works for them. Everyone succeeds when they feel supported and valued – whether they’re in the office, or 3 hours away. 

After Candy and Caffeine: How to Get Creative When You’re Out of Ideas

A deadline is looming. A blank page glares at you from your laptop screen. You’ve had three vats of coffee in as many hours, along with several pieces (it was boxes, but we won’t tell) of candy from a post-Valentine’s Day sale at CVS.

And still the answer eludes you.

Your project just needs that one big, brilliant idea. But you’re out of ideas!

You contemplate spilling your coffee on your laptop so you can tell IT that it broke and buy time while you wait for a replacement (or a stroke of genius) to arrive. You brew a fourth vat of coffee…

We’ve all been there. Many, many times. Channeling creativity can prove a challenge for anyone, no matter what field you work in or how seasoned you may be in your career. And if there’s a deadline (and there’s always a deadline), creativity can feel even more elusive.

But we have tips we’ve put to the test to get those creative engines running when your typical sources of fuel, like candy or coffee, are failing to ignite.

We asked CCAH staff in a variety of positions, from data and analytics to graphic design and production,  “How do you brainstorm when you’re out of ideas?”

While many ideas bubbled up*—some from under heaps of foil candy wrappers—one response emerged again and again:

Collaborate!

When you’re in a rut, bringing in reinforcements always seems to help. Recruiting a team with wide-ranging expertise and experiences can be just what you need to get unstuck.

“When I’m out of ideas, I turn to my coworkers for inspiration!” said Rebecca Barton, Account Representative. “We have so many creative people who are doing innovative package techniques, so whenever I hit a roadblock, I will ask the people around me what they think and, through that collaboration, usually find exactly what a package was missing.”

How you collaborate is also important: Creating a space where everyone can contribute freely and openly will likely yield the best results.

“I’m a fan of collaborating with others. I think the key is creating an open conversation where everyone can share whatever goes through their mind — the good and terrible ideas, stuff that is inside and outside the box,” said Will Kraiger, Vice President. “Sometimes even the terrible ideas shed light on something that can move the conversation to the right place.  You can always reject, edit, and refine things after the brainstorm is over.”

But what if there’s no one else around? We hear you, remote employees! If you can’t get a group brainstorm together, here are a few other ideas to turn to when ideas are what you need.

Do something totally unrelated to the task at hand.

Take your dog for a walk, do yoga, draw, or just work on a different type of assignment. Engage in anything that lets your brain take a break from the challenge but keeps you engaged.

Do nothing.

Well, almost nothing. Meditate! The benefits of mindfulness are well documented, so we won’t recap them here. But, om my, meditation came up enough times in our informal survey that we’d be remiss not to add it to our list.

Go outside.

A change of scenery can bring a change of perspective and help you get out of your headspace. And if there are downsides to sunlight and fresh air, we’ve yet to hear of them.

Keep an idea bank.

Always be prepared. Chances are, most of us will hit a creative block at some point in our work. So it’s helpful to keep a running list of creative concepts and ideas you can go to for inspiration whenever you’re stumped on a particular challenge.

Whether it’s deep breathing or sipping tea, doing Crossfit or watching “Brain Games” on National Geographic, we uncovered countless ways our staff tap into their creative energy. But above all, collaboration is—for all of us at CCAH—at the very heart of the process. It’s how we spark ideas, spur innovation, and find creative solutions to the tough challenges. Want to join the conversation? Work with us!

*Disclaimer: Our tips for channeling creativity have not been scientifically tested, but they have been personally attempted by at least one or more CCAH team members who seem to like them. However, we believe you should always talk to your doctor before taking up new activities or quitting caffeine.

Looking Forward. Thinking Back.

I can hardly believe it’s February … it feels like only yesterday that we were ringing in the new year and the beginning of the new decade! As I look forward, I have so much confidence in what we will accomplish together in the years ahead. But I also think it’s a good time to reflect on the success we have shared with our clients. 

And I want to take the time to remember how what we do matters.

Every single person at CCAH plays an important role in helping our clients achieve their goals. This is the kind of job where you get up every day and know that your work makes a difference. 

Whether its filing lawsuits in states to fight voter suppress suppression, furthering research that will one day cure cancer, fighting against Antisemitism, or protecting our Parks and wild lands against over development so they will be around for the next generation … and even possibly helping to elect the next President of the United States. 

And let me tell you, our work has made a difference these past 35 years … did you know:

  • Our supporter mobilization and the money we raised in the fight against oil and gas companies helped save the great Sequoia trees in Yosemite National Park
  • CCAH built the membership programs for several AIDS prevention groups—and I mean built from the ground up—and the money we raised helped fund medical advancements so that an AIDS diagnosis is no longer a death sentence
  • It was the money we raised through direct mail that helped Hillary Clinton become the first woman nominee of a major political party
  • Our work fighting voter suppression during the Obama Administration helped fund the legal challenges to gerrymandering and voter ID laws in states like North Carolina and Wisconsin
  • And our work with Alley Cat Allies has helped them help save so many cats across the country after natural disasters like hurricanes and wildfires

This is just a short list of the many, many success stories where CCAH staff have played a significant role in helping make the world around us a better place. Talking about our company and the work of our clients is one of my favorite things to do.

At CCAH, we look for integrity, we want grit, we demand team-first mentality, folks who want to learn, and, most importantly, we hire people who care about what we do, who are proud of the success that we share with our clients. 

And frankly, we are starting 2020 on great footing—with some the most talented staff ever.  

CCAH has diversified the services that we offer, we have diversified our client portfolio, we have expanded our “CCAH Roof” to encompass staff working from Oregon to Connecticut and to several states in between. And as a result of these changes our staff has grown by 43%. 

So, we are going to do some NEW things in 2020 and continue to be the disruptors of our industry!

I think this new decade is going to be our best year ever, and I cannot wait to see the incredible changes we will be able to accomplish together. So, I thank you, our staff, our CCAH family, for your continued commitment to excellence and to your clients’ missions.

And for those reading this who aren’t part of our family just yet, but are inspired by what you’ve read, please check out our open positions, and think about coming to Work With Us.

What CCAH Is Thankful for This Holiday Season

CCAH has a LOT to be thankful for! This year, we’ve welcomed new employees and clients: intelligent, creative, collaborative people and inspiring missions that make our workdays meaningful and fun.

We are proud that CCAH has become a place that feels like home all year round, from raising money for health and disease charities like hospitals who care for sick patients away from home during the holidays, research cures for diabetes and cancer, environmental organizations that help protect public lands and endangered species, to helping elect democratic women. After a year full of progress toward our collective goal to make the world a better place, our hearts could not be more filled with thanks and gratitude.

“I’m spending this holiday season looking back at the year and being thankful for CCAH and the love and support they have shown me this year. I am also very thankful that I get to spend this holiday creating new family traditions as a newlywed.” – Kelsey Sloss, Senior Account Executive, Phone and Mobile Strategies

“I’m thankful for being able to build some great relationships with great people at CCAH!” – Sunny Matani, Account Executive, Direct Mail

“This year I am most thankful for my new friends and work family at CCAH. Having a work place that feels like a second home makes the long days feel like ease.” – Courtney Rojas, Account Representative, Digital

Spirit Week Taylor Swift

“I’m thankful and honored to play my small part within an organization that makes an overwhelming impact in the nonprofit and political communities. Additionally, I’m extremely thankful and overjoyed by the dedication, commitment, and strength that my team has shown this year. We have the privilege of working with outstanding colleagues, suppliers, and clients, and much of our success can be contributed to these relationships, so many thanks to each and every one of them as well.” – Darin Marks, Director of IT and Data Operations

“Outside of work, I’m grateful for my health and that of all my loved ones, as well as the ability to live in and build supportive and loving communities that are dedicated to fighting to justice. And I’m just as grateful to be married to a brilliant and kind partner who spends her days tackling some of the most pressing issues of our time.

At work, I’m grateful for the opportunity to raise funds for so many important and transformative causes, and to play a tiny role in moving this world in the right direction. I’m equally grateful to work with such an incredible group of colleagues who support me every day and never stop pushing me to do my best work.” – David Wolkin, Senior Copywriter

“This year I whole-heartedly thank my family, friends, and doggies for their unconditional love and support, the house that keeps me cool from the Florida sun, a great first year at CCAH—and pumpkin pie.”Margaret Randall, Senior Graphic Designer

“I am thankful for nights that turned into mornings, friends that turned into family, and dreams that turned into reality.” – Jennifer Keenan, Senior Production Director

“I’m thankful for the close friends I have as a support system through tough times in my life, ones who understand without needing much in the way of explanation.  The relationships we have in life make this journey all the more bearable. Starting at CCAH has turned this around for me career wise and I’ll always feel fortunate to have gotten this opportunity.” – Mai Ly, Acquisition Coordinator

“I am thankful for having a strong support system at home and at work to keep me going and pushing me to do great things!” – Mia Mack, Senior Account Executive, Direct Mail

From our CCAH family to yours, we hope you have a wonderful holiday season!

CCAH Attends Engaging Networks Community Conference

Last week CCAH had the honor of presenting at the Engaging Networks Community Conference. This conference is an opportunity for industry leaders to have one-on-one conversations with colleagues and learn how they are innovating on the Engaging Networks platform.

CCAH attendees learned about critical strategies to ensure increased data security, innovative features exclusive to the platform, and got a sneak peek at what Engaging Networks has in store for 2020. These learnings will allow our Account and Web Developer teams to better achieve client goals by building upon the already robust donation tracking, A/B testing, personalization, and segmentation strategies.

With topics ranging from email automation to peer to peer fundraising, this conference was a great way to remind ourselves of tried and true SOPs and the importance of finding innovative techniques for our client’s success. Conferences like these are a great way for CCAH to show our community what’s working for our clients and what’s working for our company.

Brenna Holmes, Vice President of Digital Services, and Alyssa Ackerman, Senior Account Executive, co-led a session on building a recurring giving program for the future. These sessions featured omnichannel tips as well as case studies of our most successful tactics.

Check out some photos of our experience and the full-length presentation video below!