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October 2022

We talked with Shane Sams about how nonprofits can generate recurring revenue streams by replacing the old fundraising events we dread so much with a membership-based business. I think we’ll all agree that no one will miss another chicken dinner at a gala.

Shane has appeared three times on Pat Flynn’s Smart Passive Income podcast. In fact, Pat says, Shane’s episode (#122) is one of his most downloaded. Shane and his wife Jocelyn have created recurring and passive income with their own membership-based businesses and now teach others how to do the same through their business Flipped Lifestyle. In this article, we explore how small nonprofits can do the same.

Shane’s Story: No more fundraising. Let’s generate recurring revenue with membership.

In 2012, Shane and Jocelyn had a young family – their 3-year-old son Isaac and 1 ½ year old daughter Anna Jo.  They were both educators in southeastern Kentucky – Shane, taught history by day and coached football at night and Jocelyn was a school librarian. Their college degrees landed them good jobs with health insurance, but they were living paycheck to paycheck.

Then, a family emergency changed everything. One morning, Isaac wouldn’t go into daycare. Shane argued as you do with kids sometimes.

Then Isaac blurted it out, “[Daycare worker] scares me.” 

“Later we found out that abuse was happening in the facility when Isaac had potty training accidents. They were locking him in a dark bathroom for hours at a time. It was horrible.”

Shane still had to get to work. His 130 students were counting on him to show up. Because it was an emergency, Anna Jo’s daycare (for younger kids) agreed to keep Isaac temporarily while Shane checked in at school so long as he promised to return ASAP.

Shane’s boss was not so sympathetic. She told him that Shane needed to come to work because his son wasn’t in immediate danger. When she said he could get fired, Shane realized he had traded his family’s freedom, and something needed to change.

Then, he heard about online businesses on Pat Flynn’s Smart Passive Income Podcast and that changed his life forever.

Ditch Fundraising and Develop Membership

Through prayer and faith, Shane’s first online business took off. Jocelyn’s superpower was she knew the challenges school librarians faced so they developed a membership with lesson plans for school librarians. They delivered content to solve a problem.

“We opened and in the first month, we got 50 people to pay $50 each and made $2,500. Then the business exploded. We had 5,000 by November and by July 2013, we earned $15,000! In August, we earned $36,000 which is equal to one year’s salary as a teacher. That’s when we decided to quit our jobs.”

The membership model works and can be used by small nonprofits to fund their programs. Start a membership-based business based on your superpower and replace those fundraisers you dread so much.

Everyone is TIRED of begging for membership dues/fees and selling tickets to galas. There is a way off this hamster wheel. You can curate information on something you are an expert at – like your hometown, to name one, but there are plenty of subjects. Then, create a membership to share and teach this curated information. The potential is unlimited.

Shane and Jocelyn began teaching friends and family how to do this. After seeing their successes, they launched Flipped Lifestyle to teach thousands of people how to earn money through memberships.

Over the years, Flipped Lifestyle has mentored for-profit and nonprofit businesses like school PTOs, sports organizations, alumni clubs, and more, on how to maximize fundraising by creating an online business.

Listen to the full podcast episode 34 with Shane Sams where he tells stories about others he has helped and offers tips for how you can change your reality and boost earnings for your organization.

To join the conversation, join our community! For the full episode, go to Podcast #34 with Shane Sams.

Posted in BlogTagged fundraising, membership1 Comment on 034 Shane Sams: Kick Traditional Fundraising To The Curb. Let’s Generate Recurring Revenues Via A Membership Business With Shane Sams.

Marketing Specialist Lynn Ruby Shares The Email Marketing Mistakes You Are Making And The Changes You Need to Make Get Your People’s Attention.

#050 – Today I am speaking with marketing specialist and strategist Lynn Ruby.  Lynn works with small businesses, solo-preneurs and nonprofits who are really good at what they do, but still struggle and get intimidated by online marketing.  The pandemic brought about 3 primary changes to email marketing:  1) Email volumes exploded; 2) 75% of us tried new habits and those habits are sticking; and 3) Brand loyalty was shattered.

“…. the volume of email drastically expanded during the pandemic and is continuing to go up after the pandemic. Consumers changed their values, they changed how they’re doing things. Email was a big part of that and they’re changing their loyalties to brands and all of those things are continuing to change” 

Lynn shares that if you are not clear and concise, your emails will get lost.  You are not competing with other nonprofits, you are competing with EVERYONE your tribe is getting emails from – large corporations with experienced copywriters.  

“…if you’re a really small non-profit, if you’re a larger non-profit, if you’re a relatively medium sized business or medium sized non-profit, you’re competing with them because they’re setting the expectations of how email should be done and they do it very well. 

They’re clear and concise with their messaging and their visuals. And if we as smaller entities cannot rise at least somewhat to that level that those big brands are doing because that’s who our audience is also seeing emails from, we’re going to be not as effective as we can be.”

Be sure to stick around until the end to hear why you should segment and personalize your emails.

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4 Key Takeaways  

#1 Email is being used more than ever;

#2 You need to move social media followers to your email list;

#3 You need a subject line that causes the recipient to open it; and 

#4 Write the way you talk.

Show Notes

**Click the time stamp to jump directly to that point in the episode

[4:02] The volume of email marketing just exploded during the pandemic.
[6:18] 75% of us tried a new shopping behavior during 2020 because of economic pressures.
[6:52] The third thing that happened is that brand loyalty was just shattered.
[9:42] The social media platform owns your follower. Move them to your email list.
[11:45] Large companies set the bar for email communication.
[13:27] You need a subject line to get recipients to open.
[14:58] Break up your text into scannable chunks.
[17:14] Write the way you talk.
[20:19] Consumers now expect personalization as well as segmentation in their email communications.
[24:20] No email service provider is the best, but there is a best for you.

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Posted in PodcastTagged donors, Email Marketing, Groupfinity, Lynn Ruby, messaging, Ruby Marketing Agency, small nonprofits, volunteers

Another candy or bake sale? More cookies and wrapping paper? It does not have to be this way.  Wouldn’t you love to ditch those same lame recycled fundraisers everyone else is doing?  Grandma may not mind buying more popcorn, but do you really want to hit up your college roommate or co-worker again?  This article is about turning school fundraising on its head.  Create a fun online business your entire school community can participate in that has predictable revenue streams to fund your school PTO.

Fundraising for your school PTO is more than candy and bake sales.  It’s about creating a supportive community of parents, teachers, and friends who believe in the collective vision of educating children.

In this article, we are sharing innovative ways to engage your organization to build relationships, increase income, and provide value and interest in the school’s needs.

School PTO Fundraising & the Board of Directors

The first step for fundraising and marketing a school PTO is to develop and engage a strong board of directors. These are your school/community leaders. They are the people that others look to for guidance and will want to follow. Ideally, they share and bring their talent, expertise, and money to support the organization.

If you don’t have the right people in place, the next steps can be challenging.

  • Who is currently on the Board? The goal is to have a board that works well together. While it is great to have a diversity of ideas, you don’t want people who will block progress.  Being cognizant of who is on your team and how they work together is crucial.
  • How well does the Board know each other? Think of them as your department at work or your family at home. Each person has value and plays a role in making the larger organization operate. Plan team-building activities or social gatherings to get better acquainted with your teammates.  Does Negative Nellie have valid/reasonable concerns? Or does she need to resign from the board?
  • What are the ground rules? There must be a consensus of the Board for how it is operated and a general way questions and concerns from parents, teachers, and administrators are managed. The Board is the face of the organization. New parents look to the board for how things work, so represent well.
  • How often are you meeting? Typically, school PTOs meet once a month. Assign each board member to a committee. Detail work is done in committees, not at board meetings.  Boards act on committee recommendations. Boards should not get stuck on committee work.

Lastly, the Board’s role is to execute the organization’s mission.  It’s easy to make a list of ideas. How, when, and if they’re executed is up to the Board.

When it comes to engaging the board on school PTO fundraising, Nonprofit Nerd Jarrett Ransom, the Founder of The Rayvan Group, recommends that you create a menu of fundraising activities and allow each member to select where they would like to get involved. This allows them to stick to their strengths, which ultimately benefits the school’s PTO.

School PTO Fundraising

As the host of the Groupfinity Podcast, I am always looking for out-of-the-box fundraising ideas for PTOs and other small volunteer organizations. We’ve talked about how to build and engage an effective board, but what do you do when it comes to fundraising? While some boards rely on one or two annual signature fundraisers, others hold several smaller events throughout the school year. It depends on the level of need and how much can be raised at each event.

What makes for successful school PTO fundraising?

Groupfinity Podcast guest Jenni Hargrove #38 speaks about the risk of having only one to two fundraisers per year. She tells her clients that if they’re thinking longer term, they need to have a couple of different streams of income. She thinks of it as a three-legged stool with each leg representing a different stream of income. In other words, monthly bake sales are only a short-term solution to a long-term fundraising dilemma.

  • Ask the Board what their goals are for the upcoming school year and beyond.
  • Review your committee members for their talent and expertise. For example, could the florist donate centerpieces to the gala that can be raffled off later? Could the restaurant owner donate the space for the event? You may be pleasantly surprised with what is already within your reach; you just need to ask.
  • Get buy-in from the board, parents, and school. With support, you can make great strides in fundraising efforts. Without support, you’re going nowhere.

If it sounds too good to be true – It may be.  BEWARE!

Hosting events like charity poker events and casino nights sound like fun but can be a TON of work, with less-than-optimal results. Funds are raised from the buy-in silent auction, drinks, and selling donated or discounted food. That being said, I’ve heard many people frustrated with a lumpy year-to-year performance from events like this – me included!

Why not build something with stable and predictable income streams?

Build an Online Business

Shane Sams, Groupfinity Podcast Guest #34 and the Founder of Flipped Lifestyle teaches individuals and organizations how to create membership communities.  PTOs can create membership communities around whatever expertise they have and can teach others.  This allows your PTO to stop fretting over the hassles of traditional fundraising events. Many of us have sold wrapping paper, hosted bake sales, and managed craft fairs but what if we built an online business to create predictable and sustainable cash flow for our organization? It’s possible!

  • What are the skills and experiences of the parents at the school?
  • What are we already experts in?
  • What can we teach others?
  • Who is the target customer for the business?
  • How can you make these into a revenue-generating business?

By answering these questions, you can begin to see the possibilities of an out-of-the-box solution that provides long-term cash flow for your PTO.

Become an Amazon Influencer

Content creators are sharing products they love and getting paid by Amazon via the Amazon Influencer program.  Your PTO can do the same! Build your storefront with products that you love – or that teachers need. Create content about these products, linking viewers to your personalized link. Earn money when items are purchased from your store.

You can also become an Amazon Affiliate. Simply register for the program, recommend products, and start earning money.

I hope that if anything, these ideas give you pause to think creatively about redesigning how to fund your PTO.

Marketing Your School PTO Fundraising

Marketing at its core is how we communicate the value of what we’re selling.  When you think about marketing your fundraiser or online business, if you go that route, think about who your marketing team is – a combination of parents, caregivers, teachers, and administrators. Equip them to support the effort.

  • Clearly message via social media, parent forums, and flyers.
  • Be transparent on how much was raised and how funds will be used.
  • Thank donors.

If funds are raised to support the teachers – involve the teachers.  Ask them what they need.

Share your student’s fundraising goal. My son/daughter would like to raise $250 for the school walk-a-thon to buy supplies for teachers!

Give parents simple and clear instructions on EXACTLY how they can share the events and support the fundraising effort. Don’t stop with social media post ideas, give them actual posts. Provide images they can share on social media. Provide letters they can share with friends and family. The more you can provide, the easier it is for them to engage in the process.

Getting the board, volunteers, parents, and staff involved is key for fundraising and marketing for the school PTO. While bake sales can be good for the short term, think long-term with an online business or Amazon store. If you’ve got other out-of-the-box ideas, we’d love to hear them! Message us!

Posted in BlogTagged fundraising, Marketing, School PTO

Can You Really Use Paid Search And Paid Social To Boost Your Email List?  Rishi Malhotra Tells Us How To Do It So You Get Better Fundraising Results.

#049 – Today I am speaking with digital marketing specialist Rishi Malhotra.  Rishi says there is a lot of interest in using paid search and paid social in fundraising efforts.  Rishi has a different perspective, however.

“I’ll probably say I get a lot of questions about using it directly for fundraising, but I would say, the best use case I’ve seen is typically, to use it to boost your, your email list.”

He advises organizations to use paid search and paid social to drive your ideal tribe to a lead magnet – they trade their email address for the promised piece of collateral.  The good news is this strategy will not break the bank.  In fact, Google provides $10k in monthly grants to registered 501(c)3 organizations.  

The application is easy enough, but he says you may want to get a little implementation advice so you achieve your desired results.

Rishi got his start advising small and medium sized businesses on search marketing.  Later he went on to hone his non-profit marketing skills at Blue State Digital. 

When I asked Rishi if this strategy works for small organizations he said…

“I would say that if your goal is to grow and build your supporters and subscribers, and potentially donors, then I would say, it’s worth doing whether you’re small, whether you’re large, if that is kind of in line with your goals. And I think you should pursue it.”

Be sure to stick around until the end to hear what you should be targeting for cost per click.

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Resources

  • Website
  • Email – rishirmalhotra@gmail.com

4 Key Takeaways  

#1 Include your location when picking your keywords;

#2 Develop a Welcome Series for new subscribers;

#3 Use negative keywords to fine tune your search parameters; and 

#4 The Google Grant Program approves most nonprofits, with only some exceptions.

Show Notes

**Click the time stamp to jump directly to that point in the episode

[3:15] The main benefit for paid search and paid social is to boost email list.
[4:07] Get a good landing page.
[4:58] Some people think it costs a lot of money, but it's best to just use the $10k Google Grant Program.
[7:11] The Google Grant application is pretty straight forward.
[7:58] You may want to get advice so you get the results you want.
[8:40] Strategies for picking keywords.
[15:52] Negative keywords.
[16:14] What you should estimate for cost per clicks
[17:34] What keeps most organizations from doing this?

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Posted in PodcastTagged donors, fundraising, Groupfinity, Paid Search, Paid Social, Rishi Malhotra, Rising Road Digital, small nonprofits, social media, volunteers
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