Results

Three New Year’s Resolutions Your United Way Should Keep

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Tis the season! It’s that time of year again when, with ample confidence and overwhelming exuberance, we prepare our New Year’s resolutions. As you contemplate your personal New Year’s resolutions for 2019, there is no reason not to prepare a New Year’s resolution or three for your United Way as well. In the spirit of holiday giving and sharing, we have three resolutions that your United Way should keep.

1. Stop Using Jargon. Why put it off any longer? You know jargon is bad for you, your donors, your community, and your United Way. Make 2019 the year you put an end to using words and phrases that confuse, bemuse, and bewilder anyone outside of your office walls. United Ways are so effusive in their use of jargon that we had a jargon contest in 2016 just to see if United Way staff could tell “real” United Way jargon from “computer generated” United Way jargon.

While words like “allocations process,” “collective impact,” and “core service investments” may cause excitement that borders on hysteria among your staff, your community and donors have no idea what these words mean. Their eyes glaze over at the sound of “fund distribution,” “investment products,” and “key influence sectors.” Using these words outside of the office only serves to push donors and the community further away. You can – and must – tell your United Way story without jargon.

In 2019, make it your United Way’s New Year’s resolution to stop using jargon outside the office. Appoint someone to be your office “Jargon-Buster” responsible for ensuring that your campaign brochures, emails, website, and other communication materials are jargon-free.

2. Help Your Donors Succeed. You would hardly think United Ways need this resolution, until you realize that many United Ways go out of their way to make it difficult for their donors to succeed. When donors succeed, they feel like they have made their community a better place.

Do donors support your United Way because of how much money it raises? No, so examples like thermometers don’t help donors succeed and have got to go.

Instead, show donors how they make a difference by contributing to United Way. Donors will succeed when United Ways share the issue they address, the actions they are taking to address the issue, and the results they are achieving.

When you allow donors to designate their contribution, what does that mean for United Way? It means that other nonprofit organizations are doing a better job at making your donors successful.

Our research has found that there are donors in every community who designate but would consider supporting United Way instead if they understood what United Way accomplishes. Focus the message of your United Way so that donors will successfully recognize the opportunities to make a difference in your community.

In 2019, examine everything your United Way does to make sure it helps your donors succeed. Stop doing what doesn’t help donors succeed and start doing what donors need to succeed. After a year of helping your donors succeed, we can talk about more mundane resolutions like losing weight.

3. Understand Why Your United Way Exists. The eternal, existential question of why your United Way exists is a question you must be able to answer to know when you are successful.

Sadly, most United Way boards cannot tell you why their United Way exists or the purpose of their United Way. Well, let me refine that a little. If you ask a board of 20 people why United Way exists, you are likely to get 20 different answers. On a single board, it is not uncommon for board members to offer a variety of reasons for why their United Way exists, including: to help people, to raise money for local organizations, to provide donors a single place to make their charitable contribution, to make sure local nonprofits are accountable and effective, to understand and address the community’s needs, to help families, to end homelessness, to halt hunger. The list of purposes board members might identify goes on endlessly.

If boards of directors express such a diversity of belief as to why their United Way exists, is it any surprise when donors or the community do not know what their local United Way does? The reason your United Way exists could be entirely different from the United Way in the next county, which makes it even more important to be able to clearly articulate your answer. For your United Way to succeed, your board must have a clear consensus as to why your United Way exists.

Make understanding why your United Way exists one of your resolutions for 2019. What you will find, once your board agrees on why your United Way exists, is an incredible focus in your work. Your board will be able to go out and talk with one voice about why people should give, advocate, and volunteer at your United Way. Your staff will understand what the board values and expects United Way to accomplish. Your donors will support United Way knowing what their contribution will be enabling. Your community will understand how United Way fits into the larger fabric of the nonprofit and social service organizations in your area.  

Those are the three resolutions that we think your United Way should keep in 2019. However, we know that sticking to resolutions isn’t always easy, so our next blog post will share with you our guide for staying resolute in your resolutions.

We wish you a Merry Christmas and a Happy New Year! Best wishes for a successful and rewarding 2019! Now, go get a head start on those resolutions!

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Taking Our Own Advice

We got a facelift.

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You may have noticed and been too polite to say anything. But that’s OK – we’re not ashamed of the work we’ve had done. Actually, we’re proud because the experience of totally stripping down and rebuilding reminded us why we’re here.

Of course, we don’t mean that we’ve had our faces redone – we mean that we redid our website.

Redesigning our website wasn’t easy; it meant facing the fact that we haven’t been following our own advice.

Prior to its facelift, our website was laden with excruciating detail about our processes – how we run board retreats, how we conduct donor research, etc. This made our website was dull and overwhelming. Our web pages were so overwhelming that almost no one took the time to read them, so what we had to offer to clients wasn’t easily understood.

Additionally, the content and design of our website were dated, so despite our consistent good work in the real world, we did not appear relevant.

Redesigning our website was an exercise in empathy. Getting bogged down in discussions of process and struggling to assert relevance despite a portfolio of good work are challenges faced by many United Ways. The opportunity to be in their shoes reminded us why Perspectives exists.

The fact of the matter is that changing the way you’ve always done things is challenging, which is why it’s helpful to have expert guides for the journey. Our adventure into the world of website design did not happen alone. We were guided by our long-time graphic designer, two exceptional copywriters and proofreaders, and the wisdom of several United Way CEOs to make our transition successful.

While our transition took a few months, our path to clear messaging and relevance was relatively straight-forward thanks to the help of our many guides. However, the transformation that most United Ways need to make to assure their relevance, sustainability, impactfulness and clear messaging is far more complex.

We have always seen ourselves as guides for United Ways, but being on the opposite end of the process – facing a change that we knew needed to happen – reminded us of the power of experienced guides.

The best guides prepare you for obstacles before you can even see them and make even the most challenging paths traversable.

Perspectives exists to be the best guide possible for United Ways that desire relevant, sustainable, and deeply impactful futures. While our look may have changed, our commitment to that mission has not. If you believe your United Way exists to impact your community, we are here to help you do that.

To learn more about how we help United Ways ensure their relevance, sustainability, and impactfulness for years to come, check out our newly updated services page or see how our guidance is helping one United Way make real impact on the issue of poverty.

After you have had a chance to take a look at our new website, please feel free to share your thoughts with us at sarah-and-gary@perspectives4uw.com.

The Communication Challenge Facing United Ways

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In my most recent blog post, The Difference Between Auto Manufacturers and United Ways, I asked the question “What if automobile manufacturers sold cars and trucks the way United Ways ask people to give?”

As I noted in my previous blog post, many United Ways communicate information like their campaign goal, number of investment panels, number of funded partner agencies, and how many volunteer hours it took to determine the allocations – but, this information does not motivate donors to give.  

The communication challenge facing many United Ways is sharing a message that resonates with donors. Fundraising-focused United Ways, which exist to raise money to fund local nonprofits and programs, share a lot of information about their processes – like their campaign goal and number of funded programs – but this does not motivate donors. Some fundraising-focused United Ways share stories about people that were impacted by funded programs. Donors appreciate stories about how their contribution changed lives, but when the story is about a funded program, it strengthens the connection between the donor and the funded program, rather than the donor’s connection to United Way.

One solution to this challenge is to redefine the purpose of United Way. We are helping United Ways across the United Ways to adopt an issue focus, which redefines the purpose of United Way. Issue-focused United Ways exist to measurably change in an issue in their communities and then raise money to impact the issue. For example, issue-focused United Ways are reducing poverty, increasing the graduation rate, and lowering obesity in their communities.

What we know from our donor research is that the three things donors want and need to know to be able to support United Way are:

•  What issue is United Way addressing?
•  What actions is United Way taking to address that issue?
•  What results have United Way achieved addressing that issue?

Issue-focused United Ways focus all their efforts addressing a single issue. Therefore, issue-focused United Ways communicate messages that resonate with donors because the issue, actions, and results of that United Way are clear.

Issue-focused United Ways can share messages about the results of giving to United Way, not the processes used by United Way. Issue-focused United Ways do not communicate about their campaign goal, number of investment panels, number of funded partner agencies, and how many volunteer hours it took to determine the allocations. Instead, issue-focused United Ways communicate messages like “Donating to United Way reduces poverty” and “We are halfway to our goal of a 90% high school graduation rate . . . from 59% in 2005 to 76% in 2014!”

I realize that not every United Way will be able to adopt an issue focus, so this is not a solution that will work for every United Way. I would encourage you to consider the potential of an issue focus at your United Way not only because it offers a simpler message that resonates with donors but for many other benefits including maximizing your impact and diversifying your resources.

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