Integration for the (quick) win

What are the three most important factors to a successful integration? Speed, speed and speed.

With our heads down and noses to the grindstone, we’ve taken that mantra very seriously for the past month. And we’re finally ready to (briefly) come up for air and share our first results with you.

Our “quick wins” integration initiative is doing exactly what it was intended to do – identify and execute on actions that in extremely short order can improve your ability to serve your mission. Our quick wins include

• Integrate Raiser’s Edge and Luminate Online to smooth the process, reduce constituent duplicates and improve data quality, for release in Q1 2013.
• Extend complimentary Data Health Check to Convio products by Q4 2012.
• Improve data warehousing and reporting offering for large direct marketers in Q3 2012.
• Enable Blackbaud Merchant Services for Convio customers by Q1 2013.
• Combine bbcon and Convio Summit for 2012.

Each one is exciting in its own right and I’m sure that list has only whet your curiosity whistle. Hop on over to our product blog, Blackbaud KnowHow, or watch this short video by our Senior VP of Products and Marketing, Jana Eggers, to learn more. And please feel free to leave your thoughts in the comments below or through the form on our integration web page.

Still More Tips for Election Planning

Amber and Emily gave us Five Tips and then Five More Tips for election year planning efforts.  I'm scampering onto the bandwagon to continue the conversation with a look specifically about making sure your organization can stay relevant between now and Election Day.

An election year in the USA - especially a Presidential election year - always takes up a lot of bandwidth. On TV, in the mail, on the phones, in the inbox, not to mention in your Facebook and Twitter feeds.  And people actually speaking to each other - aka word of mouth. That means your organization is competing for attention, and you’ll have to work even harder to make sure your messages are relevant and engaging. The goal is to be heard above the noise.

Of course, while the entire USA is affected by election seasons and their outcomes, the actual election itself will impact some organizations more than others. Depending on the type of organization you are, your activities will necessarily take one direction or another.  Here's a brief list of the most common types of nonprofit organizations:

• Political Action Committee (PAC) - Endorse candidates and issue campaigns, give money directly to campaigns. PAC activity and communication about endorsements is governed by the Federal Election Commission, and communication is usually limited to people who are considered “members” of the organization. This is usually defined by a monetary contribution within a specific period of recency. PACs can communicate directly to their members about their endorsements and encourage members to volunteer on behalf of candidates.
• 501(c)4 - Advocate to Congress, legislative bodies and members to influence decisions on policy issues and bills. 501(c)4 organizations also have a vested interest in what candidates are elected, based on the candidates’ support or opposition to the organization’s key issues and legislation.
• 501(c)3 Public education with 1/5 time allowed to be spent on direct advocacy. 501(c)3 organizations are often described as Foundations. Their primary purpose is for education, and they can also engage in a limited amount of issue advocacy.

A good resource for more information about the different types of nonprofits is the Alliance for Justice, an organization that works with nonprofits to provide guidance about electoral and lobbying laws.

In general election cycles are becoming longer and longer, and that means the most creative and engaging content delivered at the right time is key to grabbing people's attention. If your issues are front and center and the candidates are talking about them, then you have additional opportunity to engage your constituents. That means you need to be ready to engage in rapid response.

So not only do you need to have engaging and relevant content, but you also need to be able to deploy quickly. Online channels, including email, text messaging and social media, are the best way to respond rapidly to the 24-hour news cycle. Allow me to mix some metaphors:  look before you leap, then grab the bull by the horns and strike while the iron is hot.

How does your organization make sure you're heard above the noise? Tell us in the comments!

E-books for Social Strategy

E-books and e-readers are a growing part of the attention ecosystem. Long-form journalism is finding new legs through social recommendation (#longform, #longreads) and time-shifting apps. Nonprofits struggling to communicate complex issues in 140 characters can benefit from deploying e-books and other long-form content as part of a thoughtful mobile and social media strategy.

Who is reading?

Owners of e-reading devices have similar profiles to audiences most nonprofits are trying to reach for fundraising. According to a recent report from the Pew Internet & American Life report, The Rise of E-Reading:

Compared with all Americans 16 and older, “e-reading device owners” are more likely to live in high income households and have more educational experience, and are also much more likely to be more tech-savvy in general… more likely to read in general, and to read a book on a typical day… more avid readers of newspapers and magazines than other Americans, and are more likely to read long-form content of any kind for pleasure. (emphasis mine)

29% of Americans age 18 and older own at least one specialized device for e-book reading – either a tablet or an e-book reader.

Also, it bears stating the obvious: smartphones are also e-readers. Don't think of e-books as being read exclusively by owners of dedicated e-readers like the Kindle or Nook, but instead think of any mobile screen. The audience for an e-book may be larger than you thought. 

What content makes sense?

As chronicled in Forbes.com and elsewhere, long-form writing on the web is making a comeback. Many readers are using time-shifting apps to collect web content and read it later. In addition to purposefully written longer articles on your website, e-books are an opportunity to reach your audience with long-form content. Examples of content that could be produced in e-book format or targeted to long-form readers include:

• Strategic planning documents (audience: potential board members, funders)
• Annual reports (audience: board members, major donors, individual donors)
• How to guides for volunteers
• Action kits for activists
• Extended versions of stories you already tell in abbreviated form: people your organization has helped, backstories on issues, extended interviews with volunteers, etc.
• Compilations of blog articles on a particular topic, such as work in a particular country or region, or stories related to a particular event. See this recent tweet from the White House, linking to a #longform article about the Joplin tornados.

Depending on the organization, other opportunities may present themselves. For example, distributing an exclusive work (or excerpt) by a well-known author in e-book format may be a way to generate donations or signups. Furthermore, new outlets for long-form journalism (Atavist, Longform.org, Longreads, Matter, PostDesk (UK), among others), should be part of your media planning.

TheNextWeb.com blogger Alex Wilhelm writes that "Long-form content is headed back to the business model of the pamphlet, with short works selling at low price points and in large quantity." According to Wilhelm, the key success factors for e-books are: locational convenience, formatting, and curation.

"By locational convenience I mean that people [with e-readers] often use them where they lack an Internet connection (the train). Therefore, to have something downloaded and ready to go is a real value. In regards to formatting, most ereading devices have browsing capabilities, but that doesn’t mean that they render pages well, or quickly. A well formatted ebook has none of those issues. Finally, curation means that things are assembled in a very specific way to give a cohesive and user-friendly experience."

An example of this kind of content curation is veteran nonprofit blogger Colin Delany's recent e-book, How Campaigns Can Use the Internet to Win in 2012, available in Kindle-optimized format via Amazon.com, and as a free PDF.

Why is formatting important?

As a consumer (not a standards expert), my experience is that PDF meets only the minimal requirements to be called an e-book, mainly for reasons of usability. While almost every e-reader can display PDFs, the end-user has no control over text size, background color, pagination, and other aspects of the the reading experience that make e-books a compelling medium. This is especially true for smartphones (currently your largest potential e-reader audience), where reading PDFs is possible but very tedious, with each page requiring zooming and scrolling.

How to publish an e-book?

Unfortunately, there isn't one publication standard that works across all e-readers. The major purveyors of e-book platforms (Amazon, Apple, Barnes & Noble) all want to make it easy for you to produce content, and make it sound as easy as uploading HTML or Word Documents. Because Amazon.com has the largest audience of e-readers, many independent publishers with limited time and energy are going the route of publishing in Amazon's Kindle-optimized format. One of the long-form content aggregators mentioned above, Atavist, offers a publication platform that looks promising.

If you are looking for deeper examination of the fragmented state of e-book publication standards, Nick Disabato fires a #longform broadside from A List Apart in two parts: the current state, and a look to the future. Nonprofits with limited resources would certainly benefit from industry adoption of standards as he urges.

Are you already making use of e-books and #longform content? Please let us know in the comments.

The Imperfect Storm, Part 2

This post was written by Marc Chardon and Hal Williams. It was orginally featured on The Huffington Post, June 4, 2012.

In our initial blog post, we identified five key shifts affecting the environment for nonprofits that have co-mingled with the economy to create the potential for continued rough times. That is, if organizations don't change. So where to begin? That's an easy one. Begin with your donors.

Shift #1: Nonprofits need to engage their donors.

Although nonprofits talk about keeping their donors "up to speed," the real challenge is keeping the organization itself up to date on its own contributors. Generational shifts are changing - in often profound ways - how people are doing things. Our parents gave to causes because they felt they should, to gain status in their community and to "get into Heaven." Our generation (boomers) focuses on the results a nonprofit generates through its services (the question of what the money's actually doing to help people vs. the focus on the money itself). Our children, and the next generation, ignore the "once-a-year" cycle we've always thought was the way to give and, instead, seek multiple touch points in a search for meaning. They tie accomplishment of the nonprofit organization, or the cause, to their own donor identities. They want to put themselves in the picture in deeper ways.

Today's nonprofits need to ask some vital questions about how they are looking at the world of philanthropy. Are donors external (outside looking in) to the nonprofit and what it does, or are they part of it? Does the organization inform, or does it engage? (The two are very different.) Do supporters feel that the only thing of value they have available to give is money, or do they offer other treasures, like time and talent? We know of a donor who gives to an orphanage in Mexico that tells its sponsors they are expected to visit at least once a year and stay in touch with the kids they support via email, phone and Facebook. This is really different from the days when donors to international NGOs got cards in the mail with a photo of a kid, not caring if the same picture went to thousands of others.

Donors don't just want to give money. They want what we call "personal discovery" that involves a give and take of information, shared by both the donor and the organization. They want to advocate, volunteer, test things out and be a part of the cause. They want, through all of their gifts, to find meaning. This makes communicating with donors -- getting to know them - something you can't just do by deploying the latest technology tool.

The news is all atwitter about Twitter. It's all about Facebook. It's all about the latest version of the iPhone and the power you hold in your hands to connect with the world through a small little screen. Being on Facebook and Twitter, using smart phones and tablets are all important in some way -- really important, in fact. But on their own, they have little value if they aren't used for intentional engagement, used to help you get to truly know the donors you have today (not yesterday).

As a donor, what do you want from an organization? As a nonprofit, how are you engaging your donors? Please share your experiences, and look for our next post introducing shift #2: Nonprofits need to define themselves by their results.

Marc Chardon is CEO of Blackbaud, Inc., a global software and services provider for nonprofits.

Hal Williams is the former CEO of The Rensselaerville Institute and currently an Outcome Guide who has helped foundations and nonprofits both large and small use an outcome-based approach.

5 (More) Election Planning Tips

Did you catch Amber Wobschall’s post about tips for the upcoming election?  Since Amber is my inspiration for most things, I thought I’d follow her lead and present five more.

So here are five (additional) tips to help get your strategy ready for election season.

6. Get Engaged.  Your constituents are beginning to think about how they can be involved in election season.  Publicize volunteer opportunities of all shapes and sizes (including some gigs that don’t require leaving one’s house, such as guest blogging or tweeting) so you can cultivate new leaders in your community.  Competition for constituents’ time will just increase as we get closer to November, so move this item to the top of your to-do list.

7. Be Subjective.  Make sure your email subject lines set your messages apart from all of the other email they’ll be getting in the coming months.  Leverage your status as an organization who will be working on important issues before, during, and after the election to help you stand out.

8. Join Up.  Many non-profit organizations choose to devote their electoral resources to participation in a coalition.  If you haven’t considered the team approach to election season organization, now’s the time!  You’ll get great exposure to like minded people and spread the work out a bit as you share the burden with additional staff.  Don’t forget to nail down branding and list sharing details before you get started!

9. Back to Basics.  If you play your cards right, you will get some new housefile members through your online activities.  Make sure your welcome series is set up so you make the most of your new found fans.  This is a good opportunity to check out your donation forms and make sure they’re in good shape, too (remove those unnecessary fields!) and ensure that your housefile opt in button is easy to find (above the fold).

10. Say No.  This is not directly related to online strategy, but remember to take care of yourself during the next few months.  Schedules will get busy and timelines will be short, but as my college advisor used to say, “When you say no to others, say yes to yourself.”  The same goes for organizing around an election—take care of yourself!