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.

CDE project 21: working with suppliers as partners

by The Commission on the Donor Experience

This project will aim to show fundraisers how to be an effective client and so to get the most for their donors from their prudent and well-managed investment in supplier services.

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A strange, old-fashioned plea for respect

messy picture

by George Smith

In this latest article George Smith doesn’t mean that all fundraising is nice and all advertising nasty. He does mean that advertising is generally pretty silly and that fundraising is pretty damned important. And we fundraisers would do well to dwell on the difference.

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A sector divided

road sign

by Alison McCants

Alison McCants, direct marketing manager of UK charity The Brooke, asks three revealing questions: How are fundraisers trained to work with agencies? How do we know how to get the most from an agency? And, how do we know when they’re not doing the job well enough? This is a great read that will get you thinking about how you manage your agency relationship.

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Top tips to get the best from your agency - part 3

by Gill McLellan

Part three of Gill McLennan's insight into how the best relationships are managed and she shares more 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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Have I told you lately that I love you? Part two

Picture of a tropical beach.

by Derek Humphries

OK, so you’ve done your strategic speed dating (also known as a pitch), and it’s time to get on with some proper work.

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Have I told you lately that I love you? Part one

A good agency should make you money.

by Derek Humphries

In this two-part article, Derek Humphries offers some really valuable advice on how to develop the relationship with your agency in all its stages, from initial courtship all the way through to an amicable divorce at the end of the project. And he tackles the issue of pre-nuptial agreements, what to do if it all goes wrong and, just as importantly, what to do if it all goes right…

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Hello! Testing! Testing! Testing!

Sightsavers Blinking Hell advertisment

by Andrew Papworth

Andrew Papworth says that testing is a vital part of good fundraising.

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It’s hard work being a client these days. Part 2

Archive storage photo

by Andrew Papworth

We won’t be surprised if you have been putting off starting to prepare your brand book because it appears to be an awful lot of work. Now Andrew Papworth shows just how important it is and how it will actually save you time when preparing your successful fundraising campaigns.

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It’s hard work being a client these days. Part 1

Book icon

by Andrew Papworth

A brand book is possibly the most important document that you could have if you really want to be an effective client and get the best from your suppliers Andrew Papworth explains why it is so important and how to go about the daunting task – and make no mistake it is – of preparing one. With his guidance it will be made easier.

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Building the fundraising dream team

Letter from Mick Jagger to Andy Warhol

by Ken Burnett

This addition to SOFII’s How to be an Effective Client showcase will help you assemble the team that’ll produce your next great fundraising campaign.

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Major contributors to this section

Ken Burnett

Ken Burnett is author of Relationship Fundraising and other books including The Zen of Fundraising, (Jossey-Bass Inc, San Francisco, USA). The Tiny Essentials of an Effective Volunteer Board and Storytelling can change the world, both published by The White Lion Press, UK

He is currently working on a new book about campaigning fundraising, to be published in 2021.

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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