Learnings from Jeff Raikes – Part II

This is the second part of a series (see Part I) of thoughtful and inspiring comments Jeff Raikes made at a luncheon I attended.

One of the wonderful things about Jeff is that he had an amazing career at Microsoft (you can see some of his history starting from when he left Apple and his additional contributions). He took his formidable business sense and applied it to fundraising leadership when he and his wife, Tricia, were the 2006-7 Campaign Co-Chairs for United Way of King County.

Jon Shirley, Steve Ballmer, Bill Gates

Jon Shirley, Steve Ballmer, Bill Gates

At this meeting, Jeff talked about Jon Shirley, a man he considers a mentor. Jon joined Microsoft in 1983 as  President and Chief Operating Officer. Jon steered the deal to take Microsoft public in 1986. Jeff talked about leadership lessons he learned from Jon.

“Great leaders have a great ability to value and trust their people, by listening, and a willingness to step forward and roll up their sleeves and add value – and they make a decision and do it.”

This is spot-on… hire the right people then value them and allow them to use their talents, smarts and instincts to do their jobs.

In addition, don’t be afraid to lead by pitching in.

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Heck yeah, Donor Retention Project

My first development team - Harborview Medical Center, Seattle

My first development team – Harborview Medical Center, Seattle

I’ve been fundraising for… well, for two decades, working with donors large and small, programs large and small. That pic is my goodbye dinner before I left for Washington DC.

So why would I buy this Donor Retention Project?

I believe that creating, building and sustaining relationships – authentic relationships – with donors is the key to a successful fundraising program.

And yet, here I am, purchasing the Donor Retention Project video series!

First, I personally know many of the people involved and definitely respect their fundraising expertise. I read what they share, listen when we meet or bounce my own ideas off them.

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Learning from Jeff Raikes – Part I

Jeff and Tricia Raikes

Jeff and Tricia Raikes

I so admire Jeff and Tricia Raikes. They are terrific philanthropists who live in the Seattle area and I first met them when they where Campaign 2006-2007 Campaign Co-Chairs for United Way of King County,  a record-breaking year for the local United Way and also helped to finish the$140 million  Gates Challenge Endowment.

As a major gifts fundraiser at United Way, our team worked closely with Jeff and Tricia to meet our annual and endowment goals. They are down to earth, strategic in their approach, and were careful to balance their work, family and volunteer lives.

Jeff grew up in Nebraska, where the family still has a farm. He credits the spirit and ethic of the community as teaching him important tenants of charity. You can see that in their impact giving through the Raikes Foundation. They both were early employees at Microsoft; Tricia was about employee 75 and Jeff came on with employee badge 100 or so. They were also the first couple to meet and marry at Microsoft, as lore has it.

Jeff is also part of a group which owns the Seattle Mariners and he is a real baseball fan. After Jeff left Microsoft in January 2008 after 27 years and in December that same year became the President of the Bill & Melinda Gates Foundation.

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Appreciation is not a Process

The other day I was having lunch with two other fundraisers. Each of us started new positions within the last year; we were chatting about what is new and different, what is working well, what could be improved. We all work in the healthcare arena: one in a national cancer organization, one in a community hospital, one in a disease-related organization. We face similar challenges and opportunities – each of us wants to increase our capacity around major gifts, we all want to engage our donors better.

“So, what about thank you letters?” I asked. “I’m just going through a refresh for this year, and…” Both of them sighed. One offered,

“Ours are all signed by the Chair of the Board. Of course, the Board Chair never actually signs any letters. It’s just a printed signature.”

“Ours were just awful,” my colleague groaned. “My predecessor did everything because she liked to have a lot of control in the office, but the letters… it was one of the first things I worked on.”

For my part, when I arrived very few letters – only those above the $500 (major gift) level – received a live signature. With only about 2,500 active donors and members, I didn’t think my organization could afford to “phone it in” by just merging up letters without any personal touch, note or interest.

Show your appreciation!

Worse, in my opinion, was that the memorial donors never got a real signature. Why? At this organization signing letters by hand “takes too much time.” I’m a long-time fan of writing notes on donor thank you letters in addition to the signature – something personal that connects with the donor. And if I know the donor, or know this is a second gift this year, why not mention it?

As the three of us talked, it came down to the fact that thank you letters becoming a process, rather than an appreciation. Seth Godin spoke about the issue of dehumanizing. When charities ensure letters are “turned around quickly” after the gift is received and that becomes the focus of the thanks, process begins to supplant appreciation.

The thank you letter process is not, in itself, bad… it guarantees (almost) that each donor is thanked. But that process can quickly become dehumanizing, removing grace and gratitude from what likely began as a moment of joy for the donor.

Lots of trusted fundraisers point to the importance of thank you letters. Penelope Burk says that they are the first step to a next gift. Katya Andresen weighs in. Erica Mills has advice. Lisa Sargent… well, enough said there! Do you think about your thanks before you make your ask? When planning direct mail campaigns, you should work on the thanks as well as the solicitation.

You and your team put in a lot of effort  to create strategies for major gift donors, craft direct mail solicitations, or write proposals. Why should the effort to thank be any less? If your organization can create thank you letters that are personalized and express thanks from the heart, they will be the first step in your donor stewardship.

True appreciation cannot be manufactured from a process. It must come from the heart.

In the Cloud

I completed a little exercise with a coach where I asked many people to describe me with five words. They were professional connections – current and former work colleagues, other professional colleagues – and long-time friends who knew me well. I took all those responses, put them in a document and created a word cloud in Wordle. (Warning: This site can be a lot of time-consuming fun.)

I think it represents me pretty well. This is a great exercise, especially if you can get honest answers (a friend can help process the emails anonymously).

How would people describe you? How do those attributes and descriptions serve you in your work and life?

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