Appeals / Case Statements / Grants / Direct Mail
Do you spend a lot of time revising documents produced by fundraisers? Many CEOs have complained to me privately about this.
I’m talking about drafts of grant proposals, LOIs, donor appeal letters, fundraising reports, cases for support, newsletters, even donor emails—documents like that. If so, this brief guidance is for you.
Over the years I’ve observed that before marking up the entire document, the executive’s role is to first make a determination as to its overall quality.
A first determination is a quick assessment. This is where the time-saving aspect comes in.
Here are three major categories I use to quickly determine the quality of the document.
Sometimes I give this feedback by email, but I generally prefer a short phone call with the author to give the feedback personally.
Obviously, if the document is perfect as is, say thank you, be grateful, and move on.
These points apply to all professional or technical writing.
I have editing tips that I can share with you if you email me privately, but I’d bet you have your own approach to that. The step suggested here—determining quality—is meant to take place BEFORE you start editing.
As an aside, a resource I rely on is anything written by the forward-thinking author Tom Ahern, especially his short tome: How To Write Fundraising Materials That Raise More Money. Tom writing considers how donors read (or not) our appeal letters and he’s been able to document higher response rates using his approaches.
I welcome your feedback and learning what works for you in your role of approving fundraising materials (or not).