How to be an effective client

This is a place where fundraisers can learn how to be an effective client and ensure that not so much as a penny of donor's faithfully given money is wasted.

Read SOFII’s founder and trustee, Ken Burnett’s introduction to this showcase, where he explains why he thinks it's not just important but critical, that fundraisers have a place to go where they can learn how to be an effective client. The reason for this? To ensure that not so much as a penny of donor's faithfully given money is wasted. SOFII can be that place.

Even for a charity there’s no such thing as a free lunch

Robert Cialdini and his seminal book

by Ken Burnett

At least, not without some reciprocity.

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How to be an effective client

by Ken Burnett

SOFII’s founder and trustee, Ken Burnett, introduces this showcase and explains why he thinks it’s not just important but critical, that fundraisers have a place to go where they can learn how to be an effective client. The reason for this? To ensure that not so much as a penny of donor’s faithfully given money is wasted. SOFII can be that place.

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Top tips to get the best from your agency - part 2

Lay the best foundations to avoid the project going askew.

by Gill McLellan

This stage of your project has the biggest influence on your campaign’s future success.

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Top tips to get the best from your agency - part 1

Cartoon showing a man at a crossroad of arrows

by Gill McLellan

With experience on both sides of the charity/agency divide, Gill McLennan shares her insight into how the best relationships are managed and has some un-missable tips on how to get the most from your agency, as well as your colleagues, to ensure your project is the best it can be.

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The 10 pillars of great relationships between charities and consultants

Silhouettes

by John Lepp

I shudder when people call us consultants – the word has been dirtied by many of them. Excessive billings, talking down to, ignoring, egotism, over use of buzz words...

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So you seriously want to be a client?

by George Smith

This playful piece from George Smith flips the traditional view of the client/agency relationship on its head and explores how things might look if charities had to do the pitching to become an agency’s client. 

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George Smith: working with suppliers, part two

Writing on white board

by George Smith

Are more people working during their journey to and from the office? George Smith thinks so and says it’s because we spend too much time in meetings.. In the second part of his article on working with suppliers, he shows how to manage those meetings, how to handle the approval process and how charities can achieve a mutually beneficial relationship with suppliers.

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George Smith: working with suppliers, part one

Cartoon

by George Smith

A more serious article than ‘So you seriously want to be a client?, George says that if we really want to be creative in fundraising we have to know how to get help from suppliers.

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The customers always write

A meeting

by George Smith

In 1983 George Smith was a revered columnist for the UK’s highly regarded Direct Response magazine. The first of the two articles featured here appeared way back then, shortly after the movie Chariots of Fire had come out, and was written as a direct result of one dreadful client meeting.

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Major contributors to this section

Ken Burnett

Ken Burnett is author of Relationship Fundraising and other books including The Tiny Essentials of an Effective Volunteer Board (The White Lion Press Limited, London, UK) and The Zen of Fundraising, (Jossey-Bass Inc, San Francisco, USA). His latest – and in his view, most important – book is Storytelling can change the world, just published by The White Lion Press.

Ken is also SOFII's managing trustee.

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George Smith

A legendary marketing/fundraising guru and curmudgeon.

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Alison McCants

Alison McCants is a fundraiser with a passion for charities. Currently Alison is Direct Marketing Manager at The Brooke, a leading UK charity dedicated to improving the lives of working horses, donkeys and mules (all views are her own). She is a member of the Institute of Fundraising (IOF) in the UK and holds a Certificate in Fundraising Management MInstF(Cert) from the IOF.

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