Tag Archive for: data segmentation

BCG Connect is a steadfast supporter and advocate of Friends of the Children-Boston (Friends-Boston), a nonprofit organization dedicated to breaking the cycle of generational poverty through salaried, professional mentoring. To achieve this, Friends-Boston pro-actively identifies kindergartners who possess untapped limitless potential but face the most significant barriers to future success. They then relentlessly dedicate their resources to them for the child’s entire school aged years – kindergarten through graduation, no matter what. That’s 12+ years!

One of BCG’s most recent collaborations with Friends of the Children was their 2019 Milestone Report. The challenge was to create an inviting and informative report that everyone wanted to read. It was important to understand that these readers were already supporters, so the message had to be tailored to them. Friends of the Children also stressed their desire for this report to have a contemporary feel, complete with story-like infographics and interesting data visualization.

Some of the areas highlighted to achieve this can be applied universally.

Here are 3 focus areas for engaging annual reports:

  • Understand the organization’s mission

An organization’s mission statement is its lifeblood, and they must find meaningful ways for donors to contribute to that mission. It is essential to understand, highlight, and appreciate this in order to convey its message successfully.

  • Mention successes and failures

It’s important to highlight the organization’s progress, which includes the good, the bad, and everything in between. Executive Director of Friends of the Children, Yi-Chin Chen beautifully expresses this as the ability to “Fail Louder” in future endeavors.

  • Communicate data visually

Data is one of the most compelling engagement tools in fundraising, as donors want to know how their gift has impacted an organization. It’s often difficult to translate these stats into an eye-catching format. Stick to simple numbers, appropriate chart types, and consistent formatting.

One recipient of the 2019 Annual Report shared:

“I just received the 2019 milestone report in the mail – congratulations on a really beautiful publication. I immediately wanted to read it and found it really engaging and inspiring. I love how it’s on-brand, authentic, compelling, and provides easy ways to see how anyone in the community might engage.”

-Anonymous recipient

You can view the Friends of the Children 2019 Annual Report here.

For more information on how BCG Connect can create similar projects for you, contact us today.

The air is getting crisp outside. The leaves are getting crunchier. School bus lights flash longer waiting for students to scurry aboard. This could only mean one thing – fall is here. These signs of fall should ignite the fundraiser in you to spark your donors to give. How should you do that? Well first, it starts with a strong strategic annual giving plan.

By now, most fundraisers have a strategic annual giving plan, but there is always time to make adjustments and improvements.

Strengthen your annual giving plan by asking yourself these questions:

  • How does this year’s annual giving plan differ from our plan last year? Regardless of if you had the best year yet, or a year that needs improvement, you should always try to do something a little different.
    • Yes, if you had the best year to date, continue doing what you’re doing. However, what’s next? How can you keep that stamina up? It’s all about thinking ahead and continuing to have that donor-mindset at the forefront of your initiatives.
    • If you had a year that needs major improvement, try something completely new – do some testing and analysis and determine what had the best results. For example, maybe it was a self-mailer over an 8.5×11″ letter, a Facebook ad over a LinkedIn ad, a phone call over an email. Whatever it may be, it’s important to analyze what your donors respond to. Keep in mind that it can take multiple touchpoints before a donor takes action. Ensure that you are communicating with them on all channels to reach them where they are.
  • Did we draft a schedule for initiatives this year? Laying out what the initiative is, who will be targeted, what the goal is, and the timeframe of execution is critical to your team’s success. It not only confirms that everyone is on the same page, but it also helps you stay on track with initiatives. Sometimes, things change. Having a schedule helps you see what adjustments might need to be made if something arises. This central resources can allow your team to be concise, consistent, and focused.
  • How did we use personalization in appeals? Donors expect a personal touch now more than ever. How did you use variable data to personalize the ask? How was the data segmented to properly target the right people with the right message? Instead of sending everyone the same message with the same imagery, try to show donors that you know what’s important to them. If the donor connects with the institution on a personal level, they will be more inclined to donate because they start building an affinity to it.

Fundraising and building relationships take a lot of time and valuable resources. We understand that here at BCG Connect and can help alleviate that feeling of overwhelmingness and take a portion off your plate. As creative direct marketing experts who know best practices in the education, healthcare, and nonprofit markets, we act as an extension of your team to be your direct marketing resource.

For more than a decade, we have been successful in partnering with our clients to create a personalized, custom approach to their marketing and fundraising initiatives, targeting the right people with an effective message, to reach their prospective and current donors. Let us help you!

To most of the world, “Ugly Betty” was the name of an ABC original TV series starring America Ferrera. However, in the world of fundraising professionals, an ugly betty is an effective way to renew gifts from prior donors using a very direct, invoice-style approach. Fundraising appeals can vary in style – from creative self-mailers and postcards, to standard letters and invoice-style appeals – and created for various reasons.

The Common Misconception of an Ugly Betty

The Ugly Betty is not ugly! An ugly betty is simply an invoice-style appeal. Although it may not include many photos, there are plenty of creative elements to incorporate.

What’s so effective about an ugly betty? When looking at your mail and you see the piece of mail that looks like it may be an invoice or some sort of bill, it may be one of the first pieces that you open or set aside. It is instinct to pull out the “more important” looking pieces to make sure that you don’t miss any official documents.

You might ask, “Why wouldn’t every appeal be an invoice style, then?” If every appeal were an invoice style, you would reduce the effectiveness. Many organizations send ugly betties towards the end of their fiscal year to capture those prior donors that haven’t given yet.

Here are 3 components of an ugly betty to take into consideration:

  • Creative

An ugly betty might have lived up to the name, but these invoice-style appeals definitely don’t need to be ugly. There may not be many photos on the appeal, but there are different creative elements helping with the effectiveness of the piece. The simplicity of an invoice-style appeal emphasizes prior giving, lack of giving this fiscal year, and has a strong call-to-action of donating.

  • Envelope

How do you know when you get a bill in the mail? There is usually a special type of envelope. Whether it’s a window envelope, or has messaging on the envelope, it’s important to entice your donors.

  • Data Segmentation

Organizations often have an immense amount of data. It’s important that you use it! When data and direct mail align, there are endless possibilities. Data is a critical component to an effective ugly betty. It helps with showcasing the donor’s history and knows the level ask to do. For example, a chart showing Donor A gave $25 in 2015, 2016, 2017, but has yet to give in 2018. It would be appropriate to include an ask that has $25 as an option as opposed to $1,000.

Interested in seeing samples of creative invoice-style appeals?

BCG Connect works with fundraising professionals to implement creative direct marketing solutions into their annual giving campaigns. By sharing new marketing and fundraising information, BCG Connect helps clients identify, acquire and retain their donors.