Monday, July 20, 2015

Jeremy Hatch Promoted to Principal Consultant at Robert Swaney Consulting, Inc.

Indianapolis, IN -- Robert Swaney Consulting, Inc. (RSC) is very pleased to announce the promotion of Jeremy Hatch to Principal Consultant. Since joining the firm in 2012, Mr. Hatch has played a pivotal role in helping clients nationwide achieve breakthrough fundraising results.

“Jeremy has been instrumental in helping clients achieve immediate and lasting fundraising growth,” Bob Swaney, RSC Founder and CEO, said. “Using RSC’s innovative tools and techniques,
Jeremy Hatch, CFRE
Jeremy has helped more than a dozen RSC clients meet and exceed aggressive fundraising goals, and we’re proud to recognize him as our Principal Consultant.”

The Memphis Symphony Orchestra, in partnership with RSC and managed by Hatch, created an extraordinary rebound season in 2014/15, surpassing all fundraising goals by 15% and adding hundreds of new and re-engaged donors to the patron base. 

“RSC’s engagement has been key to our turnaround, which is in progress,” said Roland Valliere, President & CEO of the Memphis Symphony Orchestra. “We are ahead of where we expected to be and RSC has been instrumental to that success."

RSC client, the Blue Barn Theatre of Omaha, worked closely with Hatch to launch a $7 million comprehensive fundraising campaign, which included a $5 million new theatre venue scheduled to open this fall, while expanding the institution’s annual fund by 100%.  

Prior to joining RSC, Mr. Hatch served as the founding Development Director for the Center for the Performing Arts in Carmel, Indiana, where he built one of the most robust sponsorship programs in the United States. In addition, he has worked on numerous capital and endowment campaigns, including Indiana University Art Museum’s $17 million effort that tripled the organization’s endowment and the YMCA of Greater Indianapolis's $30 million New Visions, Lasting Values campaign. Jeremy’s international work includes Ireland’s Galway Arts Festival, where he assisted in the growth of an expanded sponsorship program, creation of an annual fund, and the development of international partnerships for major project support.

Jeremy Hatch has taught fundraising coursework as Adjunct Faculty at Indiana University and recently completed a six-year board term with the Indianapolis Fringe Festival. He holds both the CFRE certification and the Certificate in Fundraising Management from the School of Philanthropy, along with a B. A. in Theatre and Drama and a Master of Arts Administration from Indiana University. 

In his new position, Jeremy will continue providing high-level counsel to RSC’s diverse and growing client base of annual, capital, planned giving, sponsorship, and endowment campaigns to help these organizations achieve superior fundraising success.  

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About RSC: Established in 2006, Robert Swaney Consulting, Inc. (RSC) is a national provider of contributed revenue growth strategies, turnkey fundraising direct mail programs, and executive searches for arts and cultural institutions. The firm has offices in Indiana, Michigan, Ohio, and Missouri, serving clients across the country. RSC’s clients include the majority of top-tier U.S. Orchestras.

Tuesday, July 7, 2015

Glenda Russell named Chief Operating Officer at Robert Swaney Consulting, Inc.

Indianapolis, IN—Robert Swaney Consulting, Inc. (RSC) announced today the appointment of Glenda Russell as Chief Operating Officer.

“Glenda is a critical addition to our leadership team as RSC continues its rapid expansion of working with non-profit partners.” Bob Swaney, RSC’s Founder and CEO, said. “Her achievements in organizational advancement and client 
Robert Swaney Consulting
Glenda Russell
development make her the perfect choice for our next stage of growth and client service.  As we expand our efforts helping non-profits achieve highly-productive fundraising programs, Glenda’s track record in developing effective business cultures is precisely what we need.”

Russell will help lead the development of RSC’s business structure and client services to advance the operational growth of the firm. “I have followed the remarkable achievements of RSC for several years,” said Russell. “The firm’s commitment to excellence, integrity and a client-first mentality is the primary driver of this success. RSC is positioned for growth and expansion and I look forward to playing a role in future successes. It’s an exciting opportunity and just the type of challenge I welcome.”

Russell most recently served as Regional Director for the Minneapolis-based firm, The Dolan Company, a provider of business information and professional services to legal, financial, and real estate markets, where she successfully developed vision, leadership, and accountability in markets across the United States. As Director of Development for The Dolan Company, Russell founded and designed and curriculum for the Dolan Leadership Institute. At the Indianapolis Business Journal Media Corporation, Russell was founder and publisher of Indiana Lawyer and co-founder of the Women in Law Conference.

Russell’s non-profit and civic involvement includes six years of service to the Indiana Pro Bono Commission, and service on numerous boards, including CHOICE, Stanley K. Lacy Leadership Alumni Association, Hoosier State Press Association, Outrun the Sun, and St. Francis Hospice.

Russell has been recognized by the Indianapolis Bar Foundation for outstanding devotion to community projects and as Journalist of the Year by Indiana Trial Lawyers Association. She is the recipient of several awards, including the Indianapolis Bar Association President’s Award, the YWCA Salute to Women on Achievement Professional Award, and the Indiana Commission for Women Torchbearer Award in Media and Communications.

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About RSC: Established in 2006, Robert Swaney Consulting, Inc. (RSC) is a national provider of contributed revenue growth strategies, turnkey fundraising direct mail programs, and executive searches for arts and cultural institutions. The firm has offices in Indiana, Georgia, Michigan, Ohio, and Missouri, serving clients across the country. RSC’s client list includes more than two-thirds of the Group I U.S. Orchestras.

Wednesday, April 22, 2015

Keep Direct Mail In Your Fundraising Repertoire

I’ve never heard social media so neatly summarized as it is in the TV spot for Walmart’s Family Mobile plan. A teenage girl excitedly tells her father, “We can pin, post, tweet, snap, tag, check, and share!” Think, for a minute, about how a “family mobile plan” would have been described in the early 80s: We can call each other on our cordless landline phone and send letters through the United States Postal Service!  It sounds like a sentence from the Stone Age, doesn’t it?


Comparatively, the number of shiny new digital marketing tools at our disposal
is growing by leaps and bounds. Let’s face it, direct mail doesn’t carry the same panache as a clever Tweet, low-cost email, or “like” button. The idea of printing and mailing an Annual Fund letter belongs in #ThrowbackThursday for some folks. Many have even suggested that direct mail solicitation is “dead.” The low-cost lure of social media and the desire to stay on trend is understandably tempting. So why should you use a medium that some consider way past its prime?

The answer is simple: Direct mail remains one of the most high-leverage/high-yield fundraising opportunities available.

While social media should be an integral part of your overall marketing plan, direct mail should remain the centerpiece of your fundraising repertoire, or you’re putting your Annual Fund program at risk.  No other medium can convey the personal warmth and amplify the mission of your organization as effectively as a well-written letter. A comprehensive direct mail program is mission-critical to a fundraising campaign’s success. Are you practicing all of the direct mail fundamentals? Read this partial checklist and find out:

  • Is your institution positioned as an effectively-run organization that’s enriching and supporting the community?
  • Do you have a mission-based message?
  • Is your segmentation strategy well-planned and executed?
  • Are you testing against a control letter?
  • Is the Ask stated early in the letter with confidence and passion?
  • Are you sending enough letters through the course of the campaign, at the right time, to the right people?
  • Is the letter well-formatted, with generous margins, a readable serif font, and sufficient length?
  • Are you completing a post-campaign analysis with observations and recommendations for the next fiscal year?
  • Is your direct mail program well-integrated with all of your communication platforms? 
I can hear your protests: What about the cost of direct mail solicitations? The declining response rates? The work involved in implementing the program?  And, those mounting “do not mail” requests?  

RSC says, “Keep doing the hard work to get the best results.” RSC manages entire direct mail programs for non-profit institutions, and our experience is that results are actually improving, as are the gross and net revenues for our clients.  

In contrast to the “read it now, forget about two seconds later” climate of electronic media, a well-executed direct mail program offers a more measured, paced, and longer-living solicitation that often prompts gift responses weeks, and sometimes months, after it’s been received.

As our culture continues to embrace and evolve in social media, direct mail may eventually take on a different role or level of significance. But for now, it remains among the highest-producing and cost-effective fundraising method available, and should be the anchor for your Annual Fund program.   The “pin, post, tweet, snap, tag, check, and share” tactics have a place in today’s NFP solicitation program, too – just not one of prominence.

RSC can help you create an integrated, multi-channel fundraising plan. If you’d like to learn more about the success we’ve had helping non-profit organizations build successful direct mail programs, just click here and we will be happy to follow-up. 

Thursday, January 22, 2015

Holy Mega-Goal! Chief Development Officers and the Superhero Environment

The welcome email lands in your inbox: A new Chief Development Officer (CDO) is starting at your non-profit. When this fine fledgling bursts though the lobby, she’s donning a mask and cape. She is, after all, a Development Superhero who excels at everything: asking, planning, rallying the board, grant writing, and donor retention – she’s exactly who we need to save our non-profit.

With the expectations placed on today’s fundraising professional, is it any wonder a CDO position has an 18-24 month average tenure at most institutions?
We Don't Need Another (Super) Hero!

“We’ll hire a really good fundraiser and then our organization can move on to other things” is not a good strategy. If your fundraising program rests on one person’s shoulders, then the risk is high, the goals will be in jeopardy, and burnout is nearly inevitable.

Skilled development professionals can be good leaders and solid fundraisers, but they cannot single-handedly save your world.  In response, RSC says, “Change your expectations and thereby change your results.”

So, if not a superhero, what type of CDO do you hire? There are two distinct types: 1) the bold and assertive major gift officer always asking for money, and 2) the “never leave the office” tactician who effectively coaches others to raise money.  Who is right for you?

It’s important for the Board to determine what type of CDO best fits the organization, then leverage her strengths and build a team around her.  Once hired by a Board, the CDO is a key fundraising leader in the organization; she is hired to produce a team, while communicating and motivating others along the way.  If attempting all of these roles of fundraising and leading on her own, she’ll become a superhero for a short time, then flame out fast.

The CDO can strike a balance between leadership and super-heroism. Here’s how:

  1. Know why you were hired and play to your strengths;
  2. Build a team whose culture embraces the institution’s mission and complements you;
  3. Develop the “fundraiser” in each team member; and
  4. Be a leader who communicates fully and regularly
If you are the CDO, it doesn’t matter if you’re the major gift type or a tactician, or whether you have a staff of 12 or a staff of two. It’s your job to determine which camp you fall in, identify strengths and weaknesses–and above all–fill in the gaps. The CEO, board chair, and CDO must all be in alignment.

Communication and leadership, however, are also the responsibilities of the CEO and the Board. Here are five steps they can take to help ensure success:

  1. Share relationships: introduce the CDO to community influencers and decision makers;
  2. Value your CDO’s  experience: listen carefully and treat this person as a peer;
  3. Err on the side of asking: the privilege of asking belongs to the team, not just the CDO;
  4. Avoid procrastination: when the CDO asks you to do something, do it right away; and
  5. Share the responsibility: spread accountability throughout the organization

The good news is that it’s never too late to apply these principles within your organization.  Let’s save the superheroes for the big screen.

RSC can help build your fundraising program and your fundraising team. If you would like to learn more about how RSC successfully helps arts and cultural organizations reach their fundraising goals, call us at 317.300.4443 or visit our website.