Happy Plan B Day! 
Reflections on Fund Raising 
April, 2009 
peace among penguins
 
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Have a story about a really good or a really bad transition?  Share it here.
Upcoming Workshops in Washington
Strengthening your major gifts program in a tough economy.  Weds, April 22,
6:45 to 8:45. 
 
Building a great fund raising team
Tues, May 12,
6:45 to 8:45 
Greetings!
change of plansOn April 13, 1970, Apollo 13, four-fifths of the way to the moon, was crippled when a tank containing liquid oxygen burst. The astronauts managed to return safely to earth.
 
Your organization survives  because there are fund raisers orbiting around connecting it to its supporters.  So what happens when the board or staff member who is the keeper of the relationship with a top donor leaves?
 
I have seen awesome and disastrous staff transions.  
 
Awesome: When I started working at The Wilderness Society, with a territory that covered the Midwest and Northern Rockies, I was spread too thin.  My colleague in the Seattle office was underutilized working only in Washington and Oregon. We agreed to shrink my territory and expand hers.  It was a delight to visit donors with her, to watch her take those relationships to new hieghts, and to advise her any time she wanted a sounding board.
 
Disastrous.  A friend of mine was let go as a major gifts officer at a university.  She was literally escorted out of the building after she was told the job was ending.  Weeks after she left, she still did not know if she would be allowed to say goodbye to the donors, many of whom she had known for a dozen years.
 
Here are some tips for a smooth transition.
  • Make sure that your best donors are connected to more than one person at the organization.  They could be development officers, program staff people, executives, or board members.  It adds texture to the relationship and avoids a black hole when someone leaves.
  • Don't assume that, just because you decide that someone else will be the new keeper of a relationship, that the donor will agree.  Explain why this is a good fit.
  • Make sure notes are kept on donor visits.  You will not want to try to get caught up when you are resolved to leave the organization.
  • Even if a relationship-keeper leaves under less-than-friendly circumstances, give his or her successor the benefit of that wisdom.  Fund raisers are likely to take pride in their knowledge of donors, however they feel about the organization.


Do you have stories about fund raising transitions that were handled especially well, or especially badly?  Share them here.

If your organization would benefit from creative thinking about major gifts fund raising, let's talk.  I can help you think through how to raise money from individual donors in this tough economic climate, get ready for a capital campaign, strengthen board involvement in fund raising, or overcome collective nuerosis about money.  Call my cell phone (301) 758 3410, or send an email to  paul@jumpstartgrowth.com