CDE project 11f face to face: appendix 3 - methodology

Written by
The Commission on the Donor Experience
Added
March 11, 2017

My approach to pulling this paper together was to firstly reach in to the depths of my own experiences over the past 16 years. Having worked as and managed face to face fundraisers for over 10 years at Gift Fundraising I had personal experiences that proved invaluable in pulling this together. Having then moved from the agency to St John Ambulance, and remained in touch with so many of the people I have been fortunate enough to have worked with in both capacities, I was able to reach out and meet with many of them. Meeting Tim Longfoot from Open it was wonderful to have discovered that he had developed the props for my personal favourite of the case studies from Sense. So simple, and yet so obviously effective. Many of the contributors have also been attending a regular meeting of face to face fundraising experts. Where we could share best practices in the hope that we would begin to offer hop, and re-galvanise optimism after a very torrid year across the sector. It has almost become a regular counselling group for us; “I am a face to face fundraiser, and I have been addicted to it for the last 16 years.” 

Others have been very courteous and generous with giving me their time, and arranged to meet with me off the back of the announcements made at the IoF convention in 2016. What has certainly worked for me, and is obviously fitting for the subject matter, is that everyone I have had contributions or guidance from (thank you Dominic Will), has met with me face to face. There were many notable individuals that I haven’t been able to meet with, almost, but not quite on many occasions, but then they have passed their thoughts and advice through colleagues of theirs that I have. 

Face-to-face fundraising (F2F) is one person stopping another individual to talk to him or her about something that they both care deeply about, the talker offering the listener something practical and effective that he or she can do about it that will be worthwhile and satisfying for both. This is a very valuable method of fundraising . In essence it is fundraising in its purest form. Historically, this is the way it must have been done since year dot, with one human representing a cause, and inspiring another to fund the need and help. So, safeguarding it, and ensuring that at the very least it survives, but with the hope that it can be reinvigorated and thrive, is not just enjoyable work, it is work that really should be done. Thank you to everyone who continues to do it. 

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About the author: The Commission on the Donor Experience

The CDE has one simple ideal – to place donors at the heart of fundraising. The aim of the CDE is to support the transformation of fundraising, to change the culture to a truly consistent donor-based approach to raising money. It is based on evidence drawn from first hand insight of best practice. By identifying best practice and capturing examples, we will enable these to be shared and brought into common use.

Related case studies or articles

CDE project 11f: face to face

The following paper looks at the way the experience for face to face fundraisers, both within agencies or in-house operations, has a direct impact on the way a supporter then experiences their journey with you as a charity.

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CDE project 11f face to face: section 2 - agreeing the principles of your relationship

How to implementing a practical strategic process successfully. 

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CDE project 11f face to face: section 4 - recruitment and training

Recruitment of your fundraisers and/ or your external specialist agency.

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CDE project 11f face to face: section 5 - ongoing development

By investing more in staff over their initial induction period, you can keep more staff, and retain more of the supporters that they go on to recruit.

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CDE project 11f face to face: section 6 - involvement devices and props

In 2004, Gift Fundraising took Personal Digital Assistants to the street for the first time! Gone were the paper mandate forms, (unless the server was down), and the novelty of the personal data system was unleashed upon the face to face world. 

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CDE project 11f face to face: section 7 - location and integration

Over the last 5 years, face to face fundraising has been moving to private sites. The danger here is that the annoyance of face to face is just moving location.

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CDE project 11f face to face: section 8 - public relations

Celebrating face to face publicly and changing the perception of what a face to face fundraiser is should be looked at in earnest. Some members of the public simply find it an annoying interruption in their day-to-day lives.

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CDE project 11f face to face: section 9 - auditing and compliance

Auditing the agencies that fundraise on your behalf is crucial to gaining a full understanding of whether they comply with your policies, and those of our regulators.

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CDE project 11f face to face: putting the principles and actions into practice

  • Welcoming the supporter and further communication.
  • Upholding Good Practices
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