How To Activate Board Member Fundraising With Visuals

Reposted from January 2023

I recently came across this excellent article by The Fundraising Authority. As promised in the title, it provides a “Simple, Step-by-Step Process for Getting Your Board to Refer New Prospects to Your Non-Profit.” In a nutshell, here are the four steps:

1. Explain how referrals work and assure your board members that no one they refer will be asked for money until they indicate a desire to get involved.

2. Show board members how many people they actually know through a mind mapping exercise.

3. Ask board members for referrals usually in person.

4. Bring referral success stories back to board meetings on a regular basis.

My tip is to enhance steps 2 and 4 with visuals.

Visuals for Step 2: For the mind map, the point is for board members to brainstorm all the people they know by considering people in different categories of their lives. You can use Canva whiteboards (or a similar tool) to create a mind map that the board member (pictured in the middle) can use to add the names of people in each category on virtual post-it notes.

Visuals for Step 4: The article claims that “this is a key step. Nothing will convince your board members to bring you more referrals than hearing from other board members that have done it successfully.” You can visualize the donors whom various board members brought in using tools like Flourish to show their networks, as in this example. Scroll over the circles to interact with it and learn more. Some board members brought in donors who, in turn, brought in other donors. To make something similar, select one of the network graph templates on Flourish and fill in the data needed. (See snapshots of the data I added for the visual below.)

Links data

(used to show who is connected to whom)

Points data

(used to show groups by color, size points according to amount of donations, and add images for board members)

To see past data tips, click HERE.

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Let’s talk about YOUR data!

Got the feeling that you and your colleagues would use your data more effectively if you could see it better? Data Viz for Nonprofits (DVN) can help you get the ball rolling with an interactive data dashboard and beautiful charts, maps, and graphs for your next presentation, report, proposal, or webpage. Through a short-term consultation, we can help you to clarify the questions you want to answer and goals you want to track. DVN then visualizes your data to address those questions and track those goals.

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Interesting Versus Actionable Data

Reposted from October 2021

It’s easy to get lost in a sea of interesting data when what you really need is actionable data. As Oracle’s Nate Mayfield points out, you know when you’ve presented only interesting data when you get this type of response: “Oh, cool. Yeah, that's great to know.” On the other hand, if you hear “Oh, okay. I can definitely decide what to do now,” then you’ve presented actionable data.

The key to presenting actionable data is to ask specific—rather than broad—questions. And then design your charts, maps, and graphs to answer those narrower questions. Mayfield’s article focuses on the types of questions a business might ask. Let’s consider the types of questions a nonprofit might ask:

Mayfield notes that data dashboards that are designed for a wide range of users tend to address only interesting questions. “Because they are intended for a broad set of users, with a lot of filters, you can in theory answer a lot of questions with these sprawling dashboards,” says Mayfield. “The problem is people quickly get lost in them and don’t spend the time required to answer their questions.” Instead, Mayfield advises us to create simple dashboards that answer quite specific questions such as the actionable questions above. So consider a series of simple dashboards, each designed to provide answers that prompt action for a particular type of user.

To see past data tips, including tips on other types of pantry staple data, click HERE.

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Let’s talk about YOUR data!

Got the feeling that you and your colleagues would use your data more effectively if you could see it better? Data Viz for Nonprofits (DVN) can help you get the ball rolling with an interactive data dashboard and beautiful charts, maps, and graphs for your next presentation, report, proposal, or webpage. Through a short-term consultation, we can help you to clarify the questions you want to answer and goals you want to track. DVN then visualizes your data to address those questions and track those goals.

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How To Activate Board Member Fundraising With Visuals

I recently came across this excellent article by The Fundraising Authority. As promised in the title, it provides a “Simple, Step-by-Step Process for Getting Your Board to Refer New Prospects to Your Non-Profit.” In a nutshell, here are the four steps:

1. Explain how referrals work and assure your board members that no one they refer will be asked for money until they indicate a desire to get involved.

2. Show board members how many people they actually know through a mind mapping exercise.

3. Ask board members for referrals usually in person.

4. Bring referral success stories back to board meetings on a regular basis.

My tip is to enhance steps 2 and 4 with visuals.

Visuals for Step 2: For the mind map, the point is for board members to brainstorm all the people they know by considering people in different categories of their lives. You can use Canva whiteboards (or a similar tool) to create a mind map that the board member (pictured in the middle) can use to add the names of people in each category on virtual post-it notes.

Visuals for Step 4: The article claims that “this is a key step. Nothing will convince your board members to bring you more referrals than hearing from other board members that have done it successfully.” You can visualize the donors that various board members brought in using tools like Flourish to show their networks, as in this example. Scroll over the circles to interact with it and learn more. Some board members brought in donors who, in turn, brought in other donors. To make something similar, select one of the network graph templates on Flourish and fill in the data needed. (See snapshots of the data I added for the visual below.)

Links data

(used to show who is connected to whom)

Points data

(used to show groups by color, size points according to amount of donations, and add images for board members)

To see past data tips, click HERE.

---

Let’s talk about YOUR data!

Got the feeling that you and your colleagues would use your data more effectively if you could see it better? Data Viz for Nonprofits (DVN) can help you get the ball rolling with an interactive data dashboard and beautiful charts, maps, and graphs for your next presentation, report, proposal, or webpage. Through a short-term consultation, we can help you to clarify the questions you want to answer and goals you want to track. DVN then visualizes your data to address those questions and track those goals.

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Ideas You Should Steal From This Viz (Installment 4)

“Every artist gets asked the question: ‘Where do you get your ideas?’ The honest artist answers, ‘I steal them.’ . . . What a good artist understands is that nothing comes from nowhere. All creative work builds on what came before.” —Austin Kleon in Steal Like An Artist.

Today I offer up another steal-worthy interactive viz that I came across in the Tableau Public Gallery.

Source: Eugenio Gallastegui on Tableau Public

Here’s what I suggest you steal from this scatterplot:

• Use color and labels to distinguish clusters. “Donor Score” appears to be a measure of engagement. By distinguishing groups based on their income and level of engagement, this scatterplot chart effectively shows the need for various strategies moving forward.

• Use icons instead of dots. The chart reminds us that we are considering individual people by using human icons rather than dots on the scatterplot.

• Provide detail on demand about individuals. The chart also lets us see the forest and the trees. If you scroll over icons, you learn more about the individuals in each group.

What I don’t think works so well on this chart is the size legend showing the age of donors and volunteers. It’s quite hard to discern the various sizes of the icons and form any ideas on the possible relationship between age and group membership.

To see past data tips, click HERE.

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Let’s talk about YOUR data!

Got the feeling that you and your colleagues would use your data more effectively if you could see it better? Data Viz for Nonprofits (DVN) can help you get the ball rolling with an interactive data dashboard and beautiful charts, maps, and graphs for your next presentation, report, proposal, or webpage. Through a short-term consultation, we can help you to clarify the questions you want to answer and goals you want to track. DVN then visualizes your data to address those questions and track those goals.

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Interesting Versus Actionable Data

It’s easy to get lost in a sea of interesting data when what you really need is actionable data. As Oracle’s Nate Mayfield points out, you know when you’ve presented only interesting data when you get this type of response: “Oh, cool. Yeah, that's great to know.” On the other hand, if you hear “Oh, okay. I can definitely decide what to do now,” then you’ve presented actionable data.

The key to presenting actionable data is to ask specific—rather than broad—questions. And then design your charts, maps, and graphs to answer those narrower questions. Mayfield’s article focuses on the types of questions a business might ask. Let’s consider the types of questions a nonprofit might ask:

Mayfield notes that data dashboards that are designed for a wide range of users tend to address only interesting questions. “Because they are intended for a broad set of users, with a lot of filters, you can in theory answer a lot of questions with these sprawling dashboards,” says Mayfield. “The problem is people quickly get lost in them and don’t spend the time required to answer their questions.” Instead, Mayfield advises us to create simple dashboards that answer quite specific questions such as the actionable questions above. So consider a series of simple dashboards, each designed to provide answers that prompt action for a particular type of user.

To see past data tips, including tips on other types of pantry staple data, click HERE.

---

Let’s talk about YOUR data!

Got the feeling that you and your colleagues would use your data more effectively if you could see it better? Data Viz for Nonprofits (DVN) can help you get the ball rolling with an interactive data dashboard and beautiful charts, maps, and graphs for your next presentation, report, proposal, or webpage. Through a short-term consultation, we can help you to clarify the questions you want to answer and goals you want to track. DVN then visualizes your data to address those questions and track those goals.

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Understand Donations Using "Pantry Staple" Data

The vast majority of nonprofits have some type of list of donors and donations. Tell me that you don’t have a database or spreadsheet that looks something like this.

Use Case: Tracking Progress to Goal

Now tell me that this data would not be way more useable in this interactive dashboard. Give it a try. You can see both how you are doing overall in relation to your goal and how different types of donors and donations are contributing to your progress. This dashboard can be created using Tableau Public, the free version of Tableau.

To see past data tips, including tips on other types of pantry staple data, click HERE.

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Let’s talk about YOUR data!

Got the feeling that you and your colleagues would use your data more effectively if you could see it better? Data Viz for Nonprofits (DVN) can help you get the ball rolling with an interactive data dashboard and beautiful charts, maps, and graphs for your next presentation, report, proposal, or webpage. Through a short-term consultation, we can help you to clarify the questions you want to answer and goals you want to track. DVN then visualizes your data to address those questions and track those goals.

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How To Change The Behavior of Your Participants And Donors With Data

Sometimes it's best to harness the power of the crowd rather than resist it.

Sometimes we do the right thing not because it’s the right thing but because (wait for it) other people are doing it. And this doesn’t only apply to middle schoolers. It’s all of us. Sociologists call it “social influence,” and it can be a powerful force for good or ill. What does this have to do with data? Well, to follow the lead of others, we must first know what they are doing. And that’s where data comes in.

We all know that teens' friends' drinking habits can affect their own. So a common approach to reducing substance abuse among adolescents is to encourage them to resist the influence of peers. Yet, research evidence suggests that rather than attempting to tamp down the power of social influence, we would do better to harness it. Consider an intervention called “normative education” designed to reduce substance abuse among students. Rather than subjecting young people to long lectures or counseling, this approach is simply about sharing data. Students are shown data about the prevalence of drinking among their peers, which is usually lower than kids expect. This information, in turn, reduces substance abuse among all students in a school, more so than does resistance training. (Check out the research evidence to learn more.)

So if we want to change the behavior of our clients, participants, visitors, or donors, we should consider making data visible about what others, like them, are doing. Take the case of donors. Over a century ago, two YMCA executives developed a potent fundraising strategy that relied on the social influence. As told by Steve MacLaughlin in Data Drive Nonprofits, the strategy included time-bound fundraising campaigns that focused on sharing information with prospective donors about major gifts already made by prominent others. They also published campaign clocks and thermometers to keep the public apprised of their progress and of the urgency to make gifts before the campaign deadline.

This doesn't mean we should give up on convincing clients, participants, visitors, or donors to do something differently, but we also should consider simply sharing data with them.

See other data tips in this series for more information on how to effectively visualize and make good use of your organization's data.