Making Connections With Your Monthly Donors

Monthly giving on the rise. If you haven’t capitalized on this, what are you waiting for? This post won’t focus too much on starting or growing a monthly/recurring giving program, although if you’re interested in that, here’s more information.

10 Quick Tips to Create a Great Monthly Giving Program

I want to focus on making connections with the monthly donors you already have.

We’re edging into summer, and while this is a slower fundraising season, it’s a good time to connect with your donors, whether they’re brand new or longtime supporters.

Make a plan

Create a plan for your monthly donor communication. Although I’m emphasizing summer, you need to communicate with your monthly donors (and all donors) throughout the year. I like to say because these donors support you every month, you should reciprocate by communicating with them at least once a month.

You can incorporate this into your communications calendar. Fill it with ways to show gratitude and share updates. You can use different channels. Here are some ideas to get started.

Send something by mail

How often do you get something personal in the mail? Not often, right? And when you do, it stands out.

Take some time this summer to create a postcard thank you and/or update or send a handwritten note. Your donors will really appreciate it.

Create a video

Videos are a great way to connect and they’re not that hard to create. If you can personalize it, all the better. Otherwise, you can create a general one that thanks your monthly donors.

5 Thank You Video Examples to Inspire Your Nonprofit

You can also create a video that gives a behind-the-scenes look at your organization or a virtual tour. 

Spruce up those automatic thank you emails

Those automatic thank you emails you may have set up don’t count as part of your monthly donor connection plan. It’s fine to create these, but you don’t have to. While these monthly acknowledgments are helpful, they’re usually uninspiring.

Spruce them up a little and change the content every few months. Use this as an opportunity to share some updates.

Here’s one that could use some work – Thank You for Your Recurring Donation. You have helped us continue our mission in a meaningful way. 

Talk about vague. A specific example of how a donor helped would improve this. Many of these acknowledgments are just receipts and a receipt is not a thank you.

Here’s a  better one. 

Thank you for donating to Malala Fund!

More than 130 million girls around the world are out of school today. Malala Fund believes that girls are the best investment in the future peace and prosperity of our world. Your gift supports our work to see every girl learn and lead without fear. 

Follow Malala Fund on Facebook, Instagram, Twitter, and blog for updates on our fight for girls’ education.

With gratitude, 

Malala Fund

Besides thanking their donors, they also offer other ways to engage.

Get noticed with an enticing subject line

Most likely you’ll communicate by email, which has its pros and cons. It’s easier and less expensive than a postal mailing, but since people get an enormous amount of email, they might miss your message.

One way to get noticed is to use an enticing subject line. Here’s one I like from Pet Partners – Your monthly gift in action 

It goes on to tell a story about a therapy dog who visits with soldiers before and after their deployments.

Here’s another good one, although it wasn’t specifically for monthly donors –  I found a baby bird! What should I do?

This definitely captures your attention and makes you want to read more. 

Keep your donors engaged with good content

Congratulations, your donor opened your email message. You want to keep them engaged. The email I mentioned above gave you information about what to do if you find a baby bird, along with a link to a “handy chart.”

Get personal

Be sure to address your donors by name. I would also recommend separate communication for new donors and longer-term donors. 

Welcome new monthly donors. You can go a step further with different messages for brand new donors and single gift donors who have upgraded to monthly. Be sure to give special attention to longer-term donors. The average donor retention rate for monthly donors is 90% and you don’t want that to go down.

You can give shout outs in your newsletter and social media, but those won’t be as personal. Some organizations include a cover letter or note for their monthly donors in their newsletters. You could also create separate newsletters for monthly donors.

The key is to stay in touch and keep making connections.  The post below will give you more ideas. Maybe you can think of others. And you don’t have to come with 12 different ones. It’s okay to repeat them every few months.

Practical, Creative Ideas to Thank Monthly Donors

Don’t ignore your valuable, monthly donors. Keep making those important connections.

Why It’s Important to Keep Things Simple

Over the years I’ve realized the importance of keeping things simple. This past year we needed to keep things simple since we were limited in what we could do, especially outside the house. Instead of running back and forth from place to place, we stayed put, although we spent more time online.

Things are starting to open up, but there’s still a lot of stress and uncertainty. Even though I’m fully vaccinated, I’m not that excited about being anywhere that’s crowded. The pandemic allowed me to find pleasure in simple things such as taking a walk, reading a novel, and doing yoga, which I’m going to continue to make time for, if I can. 

Keeping it simple doesn’t have to mean a bare-bones existence. There’s a Swedish term called lagom meaning everything in moderation or not too much, not too little. Or think of Goldilocks and choose what’s “just right.” This can apply to how much information we take in about the pandemic, politics, etc. – enough to know what’s going on, but not too much so it’s overwhelming. 

Keeping things simple is also important for your nonprofit organization. You’ve gone through a lot this past year. You had to make changes in the way you do your work. Maybe you’re starting to provide in-person services again and some people are back in the office. All this change has made your work more complicated. 

You need to continue to raise money and communicate fairly regularly with your donors, while not taking on too much. Donors are also navigating the changing situations, but they want to help if they can and they want to hear from you. What they don’t want is a lot of complex content.

Here are a few ways to simplify your donor communication without making it too difficult for you.

Keep it simple by planning ahead

If communicating regularly with your donors sounds overwhelming, plan ahead by using a communications calendar. You should be in touch every one to two weeks, if possible. Otherwise, aim for once a month. Fill your calendar with different ways to do that and update it as needed. A good rule of thumb is – ask, thank, update/engage, repeat. And as I mention below, you can keep it simple with shorter communication.

Keep it simple by sticking to one call to action

Your communication needs to be clear. Before you send an email message or letter, ask what is your intention? Is it to ask for a donation, say thank you, or send an update?

Stick to one call to action. If you pack too much information into your message, it’s likely your donors won’t respond to any of your requests.

In your fundraising appeals, don’t bury your ask. You can start with a story, followed by a clear, polite ask. Recognize your reader. Thank previous donors and invite potential donors to be a part of your family of donors.

Your thank you letter or email should thank the donor. Simple, right? Make them feel good about giving to your organization. Welcome new donors and welcome back returning donors. You don’t need a lot of wordy text explaining what your organization does.

Keep your messages simple, yet sincere, and include a clear call to action.

6 Tips for Effective CTAs That Get Clicks

Keep it simple with shorter, easy to read messages

Plain and simple, if your communication is too long, most people won’t read it. 

Limit print communication, such as newsletters and annual reports, to four pages or less. Your email messages should be just a few paragraphs. On the other hand, you don’t want to be terse or say too little.

“I didn’t have time to write a short letter, so I wrote a long one instead.” Mark Twain

Be sure your communication is easy to read and scan. Use short paragraphs, especially for electronic communication, and include lots of white space. Don’t clutter up the page.

Keep it simple by using conversational language

I find it annoying to read an appeal letter or newsletter article that sounds like a Ph.D. thesis. Write at a sixth to eighth-grade level. That’s what most major newspapers do. This is not dumbing down. You’re being smart by ensuring your donors will understand you.

Keep out the jargon and other confusing language. Instead of saying something like We’re helping underserved communities who are experiencing food insecurity, say  – Thanks to donors like you, we can serve more families at the Westside Community Food Bank. 

We’re seeing real people being affected by real problems. Don’t diminish this with jargon and other vague language.

Use the active voice and there’s no need to get fancy by using a lot of SAT vocabulary words. Again, you want your donors to understand you.

Let’s Try to Stop Using Jargon So Much

Keep it simple by creating a clutter-free website

Your website is still a place where people will go to get information. Make sure it’s clear and clutter-free, as well as easy to read and navigate. Don’t forget about short paragraphs and lots of white space.

One of the most important parts of your website is your donation page. It needs to be easy to use and collect enough information without overwhelming your donors. If it’s too cumbersome, they may give up and leave.

If it’s a branded page (e.g. not a third-party site like PayPal), make sure it’s consistent with your messaging and look. Don’t go too minimalistic, though. Include a short description of how a donor’s gift will help you make a difference, as well as an engaging photo.

15 Nonprofit Website Best Practices You Need to Know in 2021

Make it easier for your nonprofit and your donors by keeping things simple.

Easier is Better

Your Donor Communications Should Be Simple & Direct

Photo by Marco Verch

4 Cybersecurity Best Practices for Community Nonprofits

Cybersecurity is a stressor for many nonprofits and community organizations. Make sure you’re doing your part to keep data safe with these best practices.

By Jay Love

In an increasingly digital world, it is important for nonprofits to ensure that employees and donors have the tools to operate safely and effectively online. With over 33 years in the mission-driven sector, Co-founder and Chief Relationship Officer at Bloomerang Jay Love offers the following advice for organizations.

During 2020, both for-profit and nonprofit employees began working from home to ensure safe practices during the COVID-19 pandemic. While remote work has its benefits, this desire to keep everyone safe and healthy was also accompanied by other risks, particularly when it came to cybersecurity. 

According to this resource, in 2020 alone, 330 million individuals across 10 countries fell victim to cybercrime. Plus, in the remote work environment, 73% of Americans say they’re spending more time online than ever before, 59% say they’re worried about cybercrime, and 56% find it difficult to distinguish credible versus non-credible sources. 

Nonprofits aren’t exempt from these concerns. Cybersecurity is necessary to keep your data, your donor information, and your finances safe. When you experience a breach, you run the risk of losing your supporter’s faith for a long time, potentially ruining your organization’s reputation.

In this guide, we’ll cover four best practices community-based organizations that might not have extensive experience in the security sector can implement today. This is the first step to keeping your organization safe. We’ll cover the following strategies: 

  1. Ensure Secure Password Policies
  2. Pay Attention to Security News
  3. Update Your Apps Frequently
  4. Educate Your Staff Members

These tips are all taken from Bloomerang’s comprehensive nonprofit cybersecurity guide. After you’ve implemented these four foundational best practices to get your feet wet in the cybersecurity world, we recommend revisiting the complete guide to determine additional protocols you can implement to keep your organization safe. 

1. Ensure Secure Password Policies

Do you use the same passwords for all of your logins? Is your password your pet’s name, spouse’s name, or a birthday? These are a few of the most common passwords that individuals use to “secure” their systems. The problem is that using the same password for everything and/or creating passwords based on personal information makes your system weaker and more vulnerable to attack. 

Therefore, one of the best things you can do to protect your system is for your staff members to use modern password protocols. Ask your staff members to create a unique password for each separate login they have with your organization. You might even encourage them to use a secure password manager like LastPass or Dashlane to store these passwords and make logins faster.

Encourage staff members to use password best practices such as: 

  • Create a long password, at least a minimum of 8 characters.
  • Use a mix of letters, numbers, and symbols. 
  • Avoid the common password types (pet names, significant dates, child’s name, partner’s name, etc.).
  • Avoid keyboard pathways, like “qwerty.” 
  • Use either complete passphrases or a randomized mix of letters and numbers for passwords.

In addition to asking staff members to follow these password guidelines, your organization should also be sure to configure your system and adjust permissions so staff members only have access to the information they need.

Let’s say you’ve configured your nonprofit CRM so everyone has full access to everything. You did this because you trust everyone at your organization and don’t see the purpose in trying to hide anything from them. This would mean everyone has access to all data in your donor profiles, including addresses, contact information, and even payment information. 

Let’s say someone at your organization uses the incredibly insecure password, “qwerty123.” Their system gets hacked. Now that hacker also has easy access to all of this sensitive information in your system. Investing in a system that offers secure permissions, configures those permissions properly, and allows team members to only see the information they need, depending on their positions, is one more defense you have against external penetration. 

2. Pay Attention to Security News

When major hacks happen, there are usually a number of patches and immediate fixes that are released to the public. Learning about these fixes right away can help your organization identify potential threats before they become irreparable.

For example, consider the recent cyber attack on the Microsoft Exchange server. Companies were hacked using empty web shells in their systems and their information was held at ransom for upwards of $50,000. 

Microsoft offered a one-click mitigation tool that companies could use to find potential vulnerabilities in their own systems. 

If organizations didn’t pay attention to security news and didn’t know about the hack or mitigation tool, they wouldn’t be able to take action immediately to address the issue. 

During the Microsoft hack, the software company also offered patches to address four of the critical vulnerabilities from the attack. Therefore, organizations that updated their systems right away experienced more immediate protection from these cybersecurity threats. 

3. Update Your Apps Frequently 

When you first invest in any software, vendor, plugins, or apps that your nonprofit uses, you likely do a lot of research to make sure you’re picking the right solution. You might look at guides like this one to determine the features that are most important for your organization, budget, and more. 

But after your initial investment (so long as you’ve made a good choice in software), you probably don’t think a whole lot about how your tools are changing unless you’ve outgrown it or something drastically changes. However, updating your apps as frequently as possible is one of the best ways to make sure you’re keeping your system safe. 

Consider, for example, your nonprofit’s website. When was the last time you saw a notification on the back end of the site that said you had an update available? What went through your head? Chances are, you thought something like this: “Ugh, I just wanted to post to the blog. I’m sure the update can wait until I’m finished.” Then, you probably didn’t go back and install the update. 

When software solutions come out with updates, they usually contain new protocols to create a more secure system. For instance, they might offer updates such as: 

  • Bug fixes or removal
  • Security patches
  • Add new features
  • Remove outdated features

If you’re curious about what types of updates are rolled out with each update of your software, revisit the solution website and look for a changelog. Changelogs explain what the different updates have completed over the years and how those changes have impacted the system. 

Then, be sure you update your software as soon as you see that notification pop up, even if it might take a couple of extra minutes. Your cybersafety is worth it. 

4. Educate Your Staff Members

Finally, as a community-based nonprofit, each of your staff members probably wears several hats at the organization. Undoubtedly, a multi-functional team like this has its advantages. It means your staff members are probably aware of the various activities going on at your organization and how each of those activities helps you meet your ultimate goals. 

This type of organizational structure also usually means your staff members have some level of experience with using the different software solutions available at your organization. They might even use most or all of your software tools daily. For example, a web designer at your organization may also serve as a marketing specialist, meaning they’ll be working with your website and databases. Therefore, they need to prioritize security in every aspect of their role. 

To make sure your staff members are being as safe as possible with your organization’s sensitive data, roll out staff training opportunities to help them learn more about cybersecurity. 

Start by looking through guides like this Nonprofit Courses resource list to see if there are any immediately available security options that you can encourage your team to engage with. 

Then, come together as a group to reflect on the various lessons you learned and apply them to the organization. For instance, your staff members might learn skills like: 

  • The importance of creating strong passwords and tips for doing so.
  • How to recognize phishing scams. 
  • What their responsibilities are when it comes to security. 

When your staff members are well informed about common security risks and threats, they’ll be more likely to take the necessary steps to protect themselves and the organization. You can even take additional security measures like sending regular phishing tests to your staff members to keep them on their toes and reinforce what they’ve learned during cybersecurity courses. 


The shift to remote work and increased use of online networks has led to growing concerns about cybersecurity. Your organization can stay ahead of the game by taking some immediate next steps to keep your system more secure. Having a strategic approach to the most vulnerable aspects of your organization such as password protocols and software updates will help you create a better security procedure. 

Make sure you also take cybersecurity education seriously. Explaining to staff members the importance of safe online procedures will help them implement best practices at your organization and in their personal lives.

How Fundraising is Like Strength Training

I’ve been doing strength training with a personal trainer for about three and a half years. My initial assessment was humbling, to say the least, and at the beginning, there were several times I wondered “Why am I doing this?”

But I’ve benefited so much. Not only am I stronger, I’ve lost weight, I’m sleeping better, my mood is better, and I have a more robust immune system. I’ve also been able to keep up with it during the pandemic, although now I’m doing it virtually.

Believe it or not, strength training has a lot in common with fundraising and when I say fundraising, I’m including the all-important stewardship and relationship-building components. Here’s what they have in common.

It’s supposed to be hard, but doable

If I ever say one of my training exercises is hard, my trainer will respond, “It’s supposed to be hard.” That said, it also needs to be doable.

What a wonderful world we’d live in if people just donated money to nonprofit organizations without us have to do anything.

Fundraising is hard. It doesn’t just happen. You have to work at it, but you also need to be realistic. I’m not lifting 100-pound weights. That would be too much for me. If you’re a small organization, trying to pull off a huge event would probably be too much for you.

How to raise money: 3 steps to creating sustainable funding for your new, young, or small nonprofit

Starting small is often the way to go

I work out twice a week and do what’s known as a circuit –  seven or eight exercises on each of the days, usually three sets of 10-12 reps each. People who are more advanced in their training might do four or five sets of two different exercises with heavier weights.

This same formula can work for your organization when you concentrate on individual gifts. Many of these will be under $100 each, but you’ll be able to get a larger number of them. You can also raise a good bit of revenue from monthly gifts, even if they’re only $5 or $10 a month.

Be patient and you’ll see results

It took about two or three months for me to see the results I mentioned above. Some of your fundraising will take even longer.

You can get smaller gifts fairly quickly. Securing major gifts and grants will take longer.  It can take up to a year to cultivate major gifts and it takes a lot of relationship building to get there. If you get approved for a grant, it can take several months to get the money and these often come with restrictions.

But if you persevere, you should see results.

Take it to the next level

If I kept doing the same exercises I started with, I wouldn’t make much progress. The same is true with fundraising.

Most appeal letters are generic,one-size fits all. You’re missing an opportunity to grow when you don’t ask donors to upgrade their single gifts or invite them to become monthly donors.

There are so many opportunities to take your fundraising to the next level. Smaller dollar donors can upgrade to mid-level donors, mid-level donors can become major donors, and major donors are potential legacy donors.

You need to stick with it

If I miss a week or two of training, it suffers. The same is true with your fundraising. If all you do is send appeals a few times a year, you won’t have much success.

You need to engage with your donors regularly – at least once or twice a month. That includes showing appreciation and sharing updates.

Moving Away from Transactional Fundraising

You need a plan

When I started strength training, my trainer designed a plan for me that we can build on and modify as needed. You need to do the same thing with your fundraising.

You shouldn’t be raising revenue without a plan in place. You also need a donor communications and thank you plan. 

You may need to make adjustments to your plans. Most likely that happened for you last year when the pandemic started. I had to make adjustments early on in my training when I tweaked my knee doing a quad exercise and had to strengthen my hamstrings, as well as do a modified version of it for a while.

How to Prepare a Nonprofit Fundraising Plan

The Importance of Having a Thank You Plan

5 ELEMENTS OF A STELLAR DONOR COMMUNICATIONS PLAN THAT BUILDS DONOR LOYALTY

The whole is greater than the sum of its parts

My workout consists of exercises for the upper body, lower body, and core. Your fundraising will also consist of different tactics, such as individual giving, major gifts, grants, events, etc.

And as I mentioned before, and I’ll mention again since many organizations ignore this, your fundraising also needs a gratitude and relationship-building component.

Fundraising, like strength training, takes a lot of hard work, but you should see results if you keep building and stick with it.

Photo via www.ptpioneer.com

Some Important Investments That Can Help You Raise More Money

Your nonprofit organization may have cut some expenses over the past year. When times are tough, some organizations, especially small ones with limited resources, veer towards trimming, with the mindset “we can’t afford this.”

Use caution before you nix something you think you can’t afford. It may be something you should be investing in.

This doesn’t mean going wild with your budget. You need to make good investments. Here are a few areas you should be investing more money in. The good news is, if you do it right, these investments will help you raise more money.

Invest in a good CRM/database

Plain and simple, a good CRM (customer relationship management)/database can help you raise more money. You can segment your donors by amount and politely ask them to give a little more in your next appeal – $35 or $50 instead of $25.

A good database can help you with retention, which will save you money since it costs less to keep donors than to acquire new ones. You can personalize your letters and email messages. Make sure to invest in a good email service provider, too.

Personalized letters and messages mean you can address your donors by name and not Dear Friend. You can welcome new donors and thank current donors for their previous support. You can send targeted mailings to lapsed donors to try to woo them back. You can send special mailings to your monthly donors. You can record any personal information, such as conversations you had with a donor and their areas of interest.

In short, you can do a lot with a good CRM/database. Invest in the best one you can afford, and Excel is not a database.

Nonprofit Software

Invest in direct mail

You may not have used direct mail that much over the last year when many workplaces were closed and the mail was unreliable. But some organizations were never or rarely using it before the pandemic.

If that’s the case for you, you’re missing out on an effective and more personal way to communicate with your donors. Think of the enormous amount of email and social media posts you receive as opposed to postal mail. Your donors will be more likely to see your messages if you send them by mail.

Yes, direct mail is more expensive, but you don’t have to mail that often. Quality is more important than quantity but aim for three or four times a year.

Give some thought to what you send. Some ideas, besides appeal letters, include thank you letters/cards; Thanksgiving, holiday, or Valentine’s Day cards; infographic postcards; two to four-page newsletters; and annual/progress reports. You could put a donation envelope in your newsletter to raise some additional revenue, but do not put one in a thank you or holiday card.

Shorter is better. Lengthy communication will cost more and your donors are less likely to read it. Case in point, the 55-page annual report I received last month.

A few ways you can use direct mail without breaking your budget are to clean up your mailing lists to avoid costly duplicate mailings, spread thank you mailings throughout the year – perhaps sending something to a small number of donors each month, and look into special nonprofit mailing rates. You may also be able to get print materials done pro bono or do them in-house, as long as they look professional.

Of course, you can use email and social media, but your primary reason for communicating that way shouldn’t be because it’s cheaper. It should be because that’s what your donors use. If your donors prefer you to communicate by mail, then that’s what you should do.

Why Direct Mail is Your Best Option to Raise Funds Right Now (With Examples)

Turbocharge Your Direct Mail and Digital

Invest in donor communications

By donor communications I mean thank you letters/notes, newsletters, and other updates. Some organizations don’t prioritize these and want to spend their time “raising money.” They don’t seem to realize they can raise more money with better donor communications. Remember this cycle – ask, thank, report, repeat.

Don’t skimp on your communications budget. Creating thank you cards and infographic postcards is a good investment and a necessity, not a luxury. Thank you cards are a much better investment than mailing labels and other useless swag.

Maybe you need to reallocate your budget to cover some of these expenses. You could also look into additional sources of unrestricted funding. 

Remember, you can also use email and social media to communicate with donors. This reiterates the need for a good email service provider with professional looking templates for your e-newsletter and other updates.

5 ELEMENTS OF A STELLAR DONOR COMMUNICATIONS PLAN THAT BUILDS DONOR LOYALTY

Speaking of unrestricted funding 

We need to stop treating overhead or infrastructure as something bad. Some funders want us to spend our budget on programs, but how can we successfully run our programs if we don’t have enough staff and can barely afford to pay the people we do have? A rotating door of development staff makes it hard to maintain those important relationships. Even though some people may be working from home, we still have rent and other expenses.

Until these funders stop worrying so much about overhead, you may want to invest some time in finding unrestricted funding sources – often individual gifts, including major gifts.

Don’t limit yourself by saying you can’t afford certain expenses. If you make the right investments, you should be able to raise more money.

Photo by  CreditScoreGeek.com

Let’s Try to Stop Using Jargon So Much

Over the last year, we’ve seen many examples of real problems affecting real people. We’ve also seen more authenticity. So why are some nonprofit organizations still using jargon in their donor communication?

They may be using the same, boring templates they’ve used for years or they’re so used to some of these terms that they don’t realize they fall flat with their donors. I think people use jargon because it’s insider language that makes them feel like they’re “in the know” in their professional community. It’s easy to slip into jargon mode in your work environment (whether that’s in person, virtual, or a combination of both). But the danger comes when jargon creeps outside of your insular world and into your donor communication.

People need to understand you to connect with you

We can get lazy and use jargon when we can’t think of anything fresh and original. Instead, you see appeal letters, thank you letters, newsletter articles, and annual reports laced with cringe-worthy terms such as food insecurity, at-risk youth, underserved communities, and impactful. While donors may know what some of these terms mean, they’re vague, impersonal, and can come across as demeaning.

Are You Speaking The Same Language As Your Donors?

How to do better

Sometimes you need to give a little more information. Let’s look at these problem terms and what you can say instead. You may use some of these terms internally and they might be in your mission statement, but try to limit them when you communicate with your donors.

  • Food insecurity The USDA defines it as “a household-level economic and social condition of limited or uncertain access to adequate food.” Well, that’s a mouthful. I’ve never liked the term food insecurity because it’s so impersonal. We’re hearing this term a lot right now because it’s a huge problem. Let’s go a step further and put it in human terms by describing a situation where a single mother has to choose between buying groceries and paying the heating bill.
  • At-risk means there’s a possibility something bad will happen. Instead of just saying at-risk students or youth, tell a story or give specific examples of something bad that could happen. Our tutoring program works with high school students who are more likely to fail their classes, be held back, and drop out of school. Last year it was crucial that we were able to provide students with Chromebooks, so they could continue their weekly tutoring sessions virtually. 
  • Underserved means not receiving adequate help or services. Instead of saying we work with underserved communities, explain what types of services these residents don’t receive. Maybe it’s healthcare, affordable housing, decent preschool education, or all of the above. Tell a story or give a specific example. Tina has to take two buses to see a doctor for her diabetes because there isn’t a good healthcare facility in her community. This made her anxious during the height of the pandemic and sometimes she skipped her regular appointments.
  • Impact means having an effect on someone or something. How are you doing that, and why is it important? Again, give a specific example. Thanks to donors like you, we’ve helped families find affordable housing so they don’t have to live in a shelter or with other family members, which isn’t always safe during the pandemic. Now they have a place to call home. And, let’s please all agree to stop using the word impactful.

Tell a story

This is why stories are so important. You can get beyond that vague, impersonal jargon and let your donors see firsthand how they’re helping you make a difference for your clients/community.

Telling Your Stories in the Current Climate

What would Aunt Shirley think?

I always like to use this analogy. Imagine you’re at a family gathering (provided everyone is either vaccinated or taking other measures to stay safe) and you’re explaining what your organization does to your 75-year old Aunt Shirley. Does she look confused and uninterested when you use words like underserved and at-risk, or does she want you to tell her more when you mention you’ve been able to help homeless families move into their own homes?

Stop using jargon in your work environment

Another way to help you transition from jargon to understandable language is to stop using it in your work environment. That means at staff meetings and in interoffice written communication. Maybe you go so far as to re-write your mission statement to make it more conversational. And telling staff and board members to recite your mission statement as an elevator pitch is a bad idea unless you can make it conversational.

Let’s stop using jargon when we can use clear, conversational language instead. Read on for more examples of why you should stop using jargon.

The Curse of Knowledge: You’re Using Jargon and You Don’t Even Know It

4 Reasons to Stop Using Nonprofit Jargon

Nonprofit Jargon: Do Your Supporters Understand Your Fundraising?

I Have No Idea What You’re Talking About [Nonprofit Jargon]

Why One Size Doesn’t Fit All

Many nonprofit organizations send all their donors and other supporters exactly the same communication, such as appeal letters, thank you letters, and annual reports. One size doesn’t fit all and in the case of a 55 page (yes, that’s right) annual report I received a few weeks ago, the size was XXL.

I’m not a fan of these massive annual reports for any donor. My husband and I would be considered smaller dollar donors and I believe these reports are wasted on them.

You don’t have to do an annual report and if you do, it should be about one fifth the size at the most. I wrote about annual reports a couple of months ago, so I won’t rant too specifically on this.

Here’s another post that asks the question – Is This the Year to Trash that Annual Report?

To the organization’s credit, their annual report is visually beautiful. Maybe it’s a little too nice and I’ll get to that later. It includes several stories and many photographs. They did address how COVID-19 presented a number of challenges for their clients and community. They also mentioned their commitment to racial equity, since 80% of the people they work with are BIPOC (Black, Indigenous, and People of Color). It would have been clueless of them not to address these.

It’s clear the organization is very proud of their annual report, as evidenced by the opening line of the cover letter from the CEO – “On behalf of the entire X organization community, it is with great pride – and great appreciation for all our friends and supporters – that I provide you with this copy of X Organization’s Annual Report for 2020.” This is one of the few examples where they thanked donors.

It’s also clear they sent this annual report to all their donors and possibly potential donors instead of creating different types of reports for different types of donors. Here are a few things to keep in mind.

What do your donors want?

When we received this annual report, my husband’s first reaction was “I don’t want them spending our money on some fancy report.” Donors don’t always react well to something that looks too nice or expensive.

“Dale’s” mail (pt 4): everything else…

Since I’m not a typical donor and probably spent more time looking at this annual report than most smaller dollar donors, I know you do need to invest in a budget for donor communications. This organization has a large operating budget and reports that a majority of its expenses were program specific.

Think about how your donors would react if you sent them a huge annual report. Some are going to toss it right in the recycling bin or trash. Others may set it aside to look at later, realize they don’t have time to read it, and then pitch it. Others may flip through it, possibly annoyed that it’s so long. 

Most of your donors should receive a shorter annual report.

Create different types of annual reports for different donors

Why are you producing an annual report? If it’s for your donors, you need to acknowledge their role in helping you make a difference. This annual report rarely does that. It’s very focused on the organization.

I always recommend a short annual report of no more than four pages or an infographic postcard for most of your donors. Smaller dollar donors deserve to feel appreciated, not inundated with a lot of information. You can create slightly longer reports for major donors and grant funders.

This organization has several different programs you can support or you can give to where it’s needed most. They could have sent separate short impact reports for their different programs. Maybe one to people who supported early education and another one for homelessness prevention rather than lumping it all into one big report.

Creating different types of annual reports may be more work, but it probably took a lot of work to produce that massive one. Since the organization has all the information anyway, they could have broken it down into smaller reports. They could also share some of the stories in their newsletters instead. Besides, is a little more work such a bad thing? Personalized donor communication usually pays off.

Write your donor communication in the second person

All your donor communication should be written in the second person using you much more than we. This annual report was written in the third person. You know what’s written in the third person – press releases and other promotional material. This annual report seems very promotional. 

When you write in the second person you can write directly to your donor. Again, is this report supposed to be for donors? It doesn’t seem like it.

Nonprofit organizations often include an annual report when they submit a grant proposal. They may also bring one along when they meet with a major donor. Because they barely referenced their donors, this annual report seems more appropriate for potential funders.

Would it be so hard to include statements such as Thanks to you or Because of our generous donors along with a description of accomplishments (although not 40+ pages of them)? What’s the harm in giving an annual report like that to potential donors? Surely not as high as mostly ignoring current donors.

This happens too much

I see way too many examples of one size fits all communication. Organizations often send everyone the same appeal letter regardless of whether they are current donors, potential donors, or monthly donors. The same is true with thank you letters. 

Donors also have different interests and reasons for giving.  If you recognize this and send different types of communication to different types of donors, you’re letting them know they matter. 

Segmenting Your Donors is More Important Than Ever

When It Comes to Reaching Donors, One Size Doesn’t Fit All

5 Training Tips for Multi-Functional Nonprofit Teams

Nonprofit training is the key to running a successful organization. Learn how to incorporate these tips into your training to make the most of your resources.

By Matt Hugg

Training your nonprofit team is more important than ever. Methods and operations are changing daily, whether that’s for accounting and tax-filing, fundraising, program delivery, or any of the dozens of other functions in your organization. 

Then there’s the issue of liability. What if you make a mistake because you or your team members weren’t fully trained? Not to mention, learning the latest in whatever you do can be a lot cheaper than continuing on in the old, inefficient way. 

So, yes, you have no choice. You, your staff, and volunteers need to keep up. 

What are some great ways to keep multi-functional teams up to speed? Here are five powerful tips from experienced nonprofit training professionals:

1. Implement cross-training.

Cross-training isn’t new. You learn someone else’s job, and they learn yours. Then, if something happens, you’re both covered.

The problem is that a lot of people feel threatened by cross-training. They interpret it as the first step to replacing them—or at least making them more vulnerable to layoffs. “After all,”the rationale goes,“if someone else can do my job, why do they need me?”

The way someone takes to cross-training speaks more to the culture of the workplace than the value of the practice. There’s no doubt that understanding someone else’s job is valuable. 

Just imagine—and unfortunately, this is more than theoretical these days—your colleague comes down with an unexpected illness. They could be out for weeks. You can’t just stop providing your services because one person isn’t there. Given the state of today’s world, we’re probably in the best position to make a non-threatening case for cross-training. 

So how do you begin? Effective cross-training doesn’t start when you show up at someone’s desk and say, “show me how.” Instead, it starts with something everyone should be doing: documenting their work processes. 

Creating a “how-to” manual for your job may seem like busywork, but it’s an effective way to learn your job in the best way possible while reflecting the brand and values of your nonprofit. It can also be valuable for performance evaluations and if someone needs to step into your role in an emergency.

With your manual in hand (or more likely, on a screen or tablet), you’re ready to start cross-training. 

First, pair off your staff. It might seem logical to match people with similar or equivalent positions, especially when specific skills or licensures are involved. For example, matching a social worker who cares for children with one who cares for the elderly. However, you can reap even greater benefits (and provide greater insights) by connecting people with entirely different roles, like a manager with a coordinator or a person from one department with someone from another. 

To get the job done faster and with some measure of enthusiasm, institute an incentive system. Consider rewarding the team (with money, a day off, a gift card, etc.) when the trainee can successfully show competence in the work they’re learning.

2. Incorporate multi-channel learning.

It shouldn’t come as any surprise that humans are wired in a variety of ways in how they best receive information. Some of us learn best by reading. Others love video. Others still get the most out of podcasts. And let’s not forget the ones who need a live classroom, whether online or in-person. Everyone has their favorite.

When it comes to training your staff, there’s good news and bad news in this. The good news is that if you pick the right one, your team’s ability to receive and process information will skyrocket, and you’ll have a more effective staff as a result. The bad news is that producing training in so many ways is time-consuming and costly. Plus, the same person who can write a training manual may be the wrong person to present that information in a video or podcast and vice versa. 

It would be disingenuous to suggest that you can take a middle ground on this. No matter what method you select, if you stick with a single channel, you’ll get mixed results at best. Some will suck up the information, and others will check out in the first few minutes. So, it’s a good idea to go with two or more channels to better accommodate your learners and ensure that they do the best learning they can.

3. Incentivize education.

What’s disappointing as an educator is knowing that at some time in nearly everyone’s life, they had a bad learning experience—and that’s usually the experience they remember the most. Perhaps they were bored, they had test anxiety, or they even associate education with the physical and emotional pain that was inflicted by bullies or terrible teachers. So, when you say “we’re having a training session on that,” you can almost see the flashbacks on their faces as they return to whatever bad experience they recall.

Since you can’t guarantee that someone will joyfully, or at least with an open mind, show up at your training, your best bet is to incentivize them. 

Incentivizing isn’t just a reward at the end of successful completion of your training—although it can be. It starts before the training begins, with a promise that what you’re presenting will be engaging—and yes, even fun. Creating expectations is critical to successful training. You need to market the benefits of attendance, even if it’s required. Training is more effective, and easier to carry out, if the trainees want to be there.

Then, of course, you need to carry out that promise. If you do, recruiting attendees for your next training will be much easier. If you don’t, you shouldn’t be surprised when there are a lot of empty seats in front of you next time.

4. Prioritize ongoing learning.

“Show me your budget and I’ll show you your priorities.” More than likely, you’ve heard this saying before.

So, what’s your budget for staff and volunteer education and training? What does it tell us?

You’re going to pay for education one way or another. If it’s not in your budget, many of your staff and volunteers won’t take the initiative and expense on themselves. You’ll “pay” in using outdated processes, high staff and volunteer turnover, and maybe even a lawsuit that hits when someone makes a costly mistake because they’re not properly trained for their function. That means organizational training is actually one of the smartest investments you can make!

But paying for education may not mean paying for someone to take a class or go to a conference. There are a lot of free resources out there. For a low-cost training initiative, you could equip someone to organize a certification program that takes staff or volunteers through specific videos, documents, or podcasts with a test you devise at the end. 

Or, you could set up your own training programs using in-house staff. It’s shown that if you need to teach someone else, you learn that subject better yourself, as well. Assigning someone on your staff to teach fellow team members can be a growth experience for them and an excellent learning experience for others.

5. Keep it short and focused. 

The human brain is a funny thing. It’s much more powerful than the fastest computer we can build, but it works best when data is input in short, measured flows. 

Think of a funnel and a hose. If you turn the hose on full blast, it’s easy to overwhelm the funnel and spill water all over the ground. If you regulate the flow, you get full value from the water when it all goes down the tube. It’s the same with the human brain.

In professional development, this means keep your subject matter focused, and present it in short bursts of time—like 20 minutes or less. 

This doesn’t mean you have to schedule 60 minutes of training over three days. It means to schedule strategic breaks and processing time into your training. For example, watch a short video (less than 20 minutes), then complete a review questionnaire, interact with other learners about the subject, or take a coffee break. Just make sure you’re giving time for your material to sink in before pushing more down the funnel.


Education and training are too valuable to your nonprofit to leave them to chance. You can’t waste your organization’s resources on ineffective training, and you can’t afford not to train, either. Your staff, volunteers, and most importantly, those you serve, deserve it. Good luck!

Matt Hugg is an author and instructor in nonprofit management in the US and abroad. He is president and founder of Nonprofit.Courses, an on-demand, eLearning educational resource for nonprofit leaders, staff, board members, and volunteers, with thousands of courses in nearly every aspect of nonprofit work.  

He’s the author of The Guide to Nonprofit Consulting, and Philanders Family Values, Fun Scenarios for Practical Fundraising Education for Boards, Staff, and Volunteers, and a contributing author to The Healthcare Nonprofit: Keys to Effective Management.

Matt teaches fundraising, philanthropy, and marketing in graduate programs at Eastern University, the University of Pennsylvania, Juniata College, and Thomas Edison State University via the web, and in-person in the United States, Africa, Asia, and Europe. He is also a popular conference speaker

How to Make Your Nonprofit Messages Stand Out

The average attention span for humans is a mere eight seconds. Goldfish have longer attention spans, but they lead much simpler lives and aren’t inundated with information the way we are.

Goldfish pay more attention than humans (but goldfish can’t make gifts)

I feel as if our information overload gets worse every year. And, I don’t need to remind you how much is going on right now. Getting your messages out is never easy, but like everything else, it’s gotten a whole lot harder this past year.

Your nonprofit organization needs to continue communicating regularly with your donors and you need to do it well. With everything that’s going on, it’s possible they’ll miss your messages. 

Here are a few ways to make your messages stand out. 

What’s your intention?

What’s the purpose of your message? What do you want your reader to do? Are you asking for a donation? Maybe you’re thanking your donor or sharing an update.

Think from your reader’s perspective. What would she be interested in or what would make him take action?

Don’t muddle your messages with too much information. Keep it simple and stick to one call to action or type of message. 

Choose the right channels

Most likely you’ll use more than one channel to communicate. Pay attention to the channels your donors are using and focus your efforts there.

Email may be the primary way you’re communicating right now and there’s a reason for that. It’s fast, easy, relatively inexpensive, and almost everyone has an email address. You can quickly get a message out to a lot of people. Also, unlike social media, it’s something you can control. You don’t have to rely on a social media algorithm to hope your message ends up in your donor’s feed.

The downside is people get a huge amount of email from a variety of different sources. The same is true with social media. It’s easy for your messages to get lost in the shuffle. Plus, factor in Zoom and Netflix and at some point people don’t want to look at a screen anymore. 

While you’ll likely use electronic communication pretty regularly, don’t discount direct mail. Your donors are more likely to see these messages. We get far less postal mail than electronic communication. Also, a person can put a piece of mail aside and look at it later. Don’t count on that happening with any type of electronic communication. You can also communicate by phone. This is a great way to thank your donors.

Going multichannel is another option. This is very common for fundraising campaigns and inviting people to events, as well as including a link to your e-newsletter on your social media platforms. This way if people miss your initial message on one platform, they may see it on a different one.

Get noticed right away

Remember, your donors have a lot going on and you need to capture their attention right away.

Your fundraising letters and anything else you send by mail needs to look appealing enough to open. You could put a tagline on the envelope. That doesn’t mean something like It’s Our Annual Appeal. Try something like – How you can help students boost their reading skills. Your envelope should look personal and not resemble a bill or junk mail.

“Dale’s” mail

Once your donor opens your fundraising appeal, lead with a story followed by a clear, prominent ask. When they open your thank you letter, they should be greeted with gratitude.

A good subject line is the key to getting someone to open your email message. Keep in mind that your donor’s inbox is crammed with messages. Don’t use something boring like April e-newsletter or Donation Received. Entice them with Find out how you helped students boost their reading skills. or You just did something amazing today!  

Keep them engaged once they open your message.

Keep it short

In many cases, a shorter message is best. You want a good balance between saying too much and saying too little. All your words should count, so be careful about adding too much filler. That often includes bragging about your organization and explaining what you do.

I recently received an annual report that was 55 pages long. While this is not a post about how to create an annual report, I imagine most donors are going to look at it and think,“I don’t have time to read this.”

Plus, people have short attention spans.

What’s in My Inbox | Shorter attention spans means you need to deliver with your enews

Your goal is to get your donors to read your messages. If it looks long and boring, they probably won’t bother.

Make it easy to read and scan

Besides sending a short message, use short paragraphs and lots of white space, too. Your messages need to be easy to read and scan in an instant. Most people aren’t going to read something word for word. Be sure they can quickly get the gist of what you want to say. Don’t use microscopic font either – use 12 point or higher.

Be personal and conversational

Write directly to your reader using clear, conversational language – no jargon. Don’t confuse your donors with generic messages.

Don’t cast a wide net

It’s important that you send your messages to the right audience and your audience isn’t everyone.

You’ll have more luck with a fundraising appeal when you send it to past donors or people who have a connection to your cause. The same is true for event invitations or recruiting volunteers.

You may want to reach out to as many people as possible, but that won’t guarantee you’ll get more donations or event attendees. Segmenting and engaging with the right audience will bring you better results.

Going back to that annual report, it seemed more appropriate for major funders and prospective funders than smaller dollar donors. It also wasn’t very donor-centered, but I digress. It looks like that organization decided to send all their donors this massive annual report instead of trying to engage smaller dollar donors with something shorter.

Be a welcome visitor

If you communicate regularly and do it well, your donors should recognize you as a reputable source and are more likely to read your messages. If all you do is send them generic fundraising appeals, then you need to make some changes.

When you send email, make sure people know it’s coming from your organization. In the from field, put DoGood Nonprofit or Susan Taylor, DoGood Nonprofit. If you just put a person’s name or info@dogoodnonprofit.org, people may not know who it’s from and ignore your message.

Only send email to people who have opted into your list. Otherwise, you’re spamming them. Some people will choose not to receive email from you, and that’s okay. The ones who do are interested in hearing from you. Give people the option to unsubscribe, too.

Even though people only get a few pieces of mail a day, most of it’s junk mail. You never want any of your letters, newsletters, or postcards to be perceived as junk mail (see above).

By putting in a little time and effort, you can help ensure that your messages stand out.

3 Strategies for Nonprofit Messages that Stand Out in Donors’ Mailboxes

How to Write Awesome Emails Your Donors Want to Read

How You Can Create a More Engaging Nonprofit Newsletter

In theory, a newsletter can be a great way to engage with your donors. In reality, that often doesn’t happen because most donor newsletters can be used as a cure for insomnia. They’re too long and filled with boring articles that brag about how wonderful the organization is.

You can create an engaging newsletter your donors will want to read. Here’s how.

Think about what your donors want

You need to include content that will interest your donors. You also need to reference the current situations. Do you think your donors would rather read an article about your CEO receiving an award or one about Alicia, a single mother who is having trouble making ends meet, but is grateful she can get food for her family at the Riverside Community food bank? 

The answer should be obvious. Your donors want to hear about how they’re helping you make a difference for your clients/community.

If you’re a larger organization, you could create different newsletters for different programs or one specifically for monthly donors.

Don’t shy away from a print newsletter 

You may opt not to do a print newsletter because it’s expensive and takes too much time, but you’re making a mistake if many of your donors prefer print.

I think you’ll have more success if you can do both print and electronic newsletters. I recommend a short e-newsletter once or twice a month and one to four print newsletters a year.

Many organizations put a donation envelope in their print newsletter. This is a proven way to raise additional money and you may be able to recoup your expenses.

You can also save money by creating a shorter print newsletter (maybe two pages instead of four) or only mailing once or twice a year. You can print them in-house, as long as it looks professional.

In my last post, I mentioned the importance of having a clean mailing list. If you can get rid of duplicate and undeliverable addresses, that’s another way to save a little money.

Donors are more likely to read a print newsletter. But ask them what they like, and listen to what they say. If a majority of them prefer print, then you need to find a way to accommodate them.

Share your stories

Each newsletter needs to begin with a compelling story. I’m sure you have a lot of stories from the past year that you can share.

Client stories are best, but you could also do profiles of volunteers, board members, and donors. Focus on what drew them to your mission (more on that below).

Create a story bank that includes at least four client stories to use every year.

Don’t stray from your mission

A common article I see in many nonprofit newsletters is one about a foundation or major donor giving a large gift. This may be accompanied by a picture of someone holding a giant check. Of course, you should recognize these donors (and all donors), but why is this gift important? How will it help your clients/community? For example – This generous $50,000 grant from the Better World Foundation will allow us to buy much-needed laptops for our tutoring program.

Something else I see a lot is a profile of a new board member. Instead of focusing so much on their professional background, let your donors know what drew them to your organization. We welcome Sarah Davis, Vice President of First National Bank, to our board. Sarah has a brother with autism and is very passionate about finding ways for people with autism to live independent lives. 

Write to your donors

Write your newsletter in the second person, emphasizing you much more than we. Be personal and conversational. Say – You helped Alicia put food on the table or Because of donors like you, X number of families have been able to get healthy food every week. 

Leave out the jargon and other language your donors won’t understand. Write as if you’re having a conversation with a friend.

I’m not a fan of the letter from the CEO because those tend to be organization-centered instead of donor-centered.  

Show some gratitude

Never miss an opportunity to thank your donors. Many donors stepped up this past year and they deserve to be thanked as often as possible. Every one of your newsletters needs to show gratitude and emphasize how much you appreciate your donors.

Make it easy to read (and scan)

Most of your donors aren’t going to read your newsletter word for word, especially your e-newsletter. Include enticing headlines and email subject lines (if you don’t, your donors may not read it at all), at least a 12-point font, and lots of white space so your donors can easily scan your newsletter.

Stick to black type on a white background as much as possible. Colors are pretty, but not if it’s hindering your donor’s ability to read your newsletter. Photos can be a great way to add some color, as well as tell a story in an instant.

Use the inverted pyramid and put the most important story first (client story or profile), keeping in mind your donors may not get to all the articles.

Also, make sure your donors can read your e-newsletter on a mobile device.

Keep it short

Your print newsletter should be no more than four pages. Limit your monthly e-newsletter to four articles. Some organizations send an e-newsletter twice a month. Those should be even shorter – maybe just two articles. People have a lot going on and don’t want to be bombarded with too much information.

Do the best you can

For some of you, putting together a newsletter may be too much to take on, especially now. You don’t have to do an actual newsletter, but you do need to keep your donors updated.

Do what you can, but be sure to update your donors at least once a month. You may find you have more success with shorter, more frequent email updates and postcards with an infographic a few times a year.

Create an engaging newsletter that your donors will want to read.

Read on for more information on how to create a great donor newsletter.

Nonprofit Donor Newsletters | Print or Enews?

7 Nonprofit E-Newsletter Best Practices

24 Content Ideas for Your Next Nonprofit Newsletter

Photo by Petr Sejba www.moneytoplist.com.