Spring is officially here and depending on where you live, it may or may not feel like it. Here in Boston, we’re starting to see the beginning of warmer weather.
I’ve been hearing a lot about spring cleaning lately. I know, groan. Some people took on a bunch of cleaning and decluttering projects during the pandemic. I wasn’t one of them. It was too much to deal with, although I did shred two years of financial documents recently.
I know I should do more. As much as I dislike cleaning and organizing, I’m happy once it gets done. Often getting started is the hardest part.
Your nonprofit organization may have put off some version of your own spring cleaning and decluttering. You were just trying to run your organization during a tumultuous year.
Make time to take on these so-called cumbersome tasks. Just think how happy you’ll be once you tackle them. You’ll also make some much-needed improvements to your infrastructure and donor communication.
Here are a few suggestions to help you get started.
Clean up your mailing lists and database
Has it been a while since you’ve updated your mailing lists? Did you have an influx of address changes, returned mail, and bounced emails after you sent your year-end appeal? This is a good time to clean up and update both your direct mail and email mailing lists.
Don’t wait until right before your next mailing to clean up your donor data. And, if you didn’t communicate by mail over the last year, then you really need to do some what is known as data hygiene.
Even though it’s tedious, have someone who’s familiar with your donors (your development director?) go through your mailing lists and database/CRM (customer relationship management) to see if you need to make any additions, changes, and deletions.
Be meticulous. No donor wants to see her name misspelled, be addressed as Mrs. when she prefers Ms., or receive three mailings because you have duplicate records.
Your donor database is an important tool and it needs to be up-to-date and filled with accurate information about your donors.
CLEAN UP YOUR ACT: DONOR DATA MANAGEMENT FOR NONPROFITS
7 strategies for keeping your nonprofit donor database clean
Run your donor list through the National Change of Address database. It may cost some money to do this, but it’s worth it if you come out with squeaky clean data. Do this at least once a year.
Also, if you haven’t already done this, segment your donors into different groups – new donors, returning donors, monthly donors, etc. You may need to make some changes. For example, if a single gift donor starts giving monthly.
Segmenting Your Donors is More Important Than Ever
You might also want to move some lapsed donors who haven’t donated for several years into an inactive file. Don’t do this until you’ve sent targeted, personalized appeals asking them to donate again. And if you’ve never gotten in touch with any lapsed donors from 2020, you could reach out to them now.
Do the same thing with your email list. It doesn’t make sense to send email to people who don’t respond to it. Give these people a chance to re-engage, and if they’re not even opening your emails, move them to an inactive file.
Spring cleaning for your email list(s)
Maybe you need a better CRM/database. If you’re using a spreadsheet to store your donor records, then you need an actual database. Get the best one you can afford.
Spring is about bringing in the new, and a better database would be a wise investment. It can help you raise more money. Organizations with good databases were able to quickly launch an emergency fundraising campaign when the pandemic hit.
Freshen up your messages
Now that you’ve cleaned up your mailing lists and segmented your donors, it’s time to freshen up your messages. As I mentioned in my last post, your donor communication needs to reference the current situations. When it doesn’t, it leads me to wonder if you’re using a template from way back when.
It’s important for you to update your fundraising and thank you letter templates. If you’re still using vague jargon, such as at risk or underserved, you’re undermining your clients/community. Your donors look at the news every day and see people lined up at food banks or countless examples of discrimination. You can’t ignore this by hiding behind your jargon. Over the last year, we’ve seen a lot of authenticity. Bring that into your donor communication.
This post From Jargon to Generosity references a fundraising letter that opens with “Your gift of as little as $44 can provide quality resources for a child at the children’s home.” What do quality resources mean? Is it healthy food, a warm bed at night, a safe environment with a compassionate staff? Be specific and use language your donors will understand.
Your thank you letters need to actually thank your donors, not brag about your organization. Make sure your automatically generated thank you emails and landing pages don’t look like boring receipts. Create separate templates for new donors, current donors, and monthly donors.
The Importance of Having a Thank You Plan
Don’t put it off too long
I know you have a lot going on, but you need to tackle these projects sooner rather than later. Just like the clutter and dust in your home won’t disappear on their own, the longer you ignore it, the worse it gets.
Take on these spring cleaning projects as soon as you can. You’ll be happy once they’re done. Your donors will also be happy if they don’t get duplicate mailings and a fundraising letter laced with jargon, but do receive a personalized appeal and a stellar thank you letter.
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[…] like a library with several different coding systems. If this sounds familiar, you’ll want to set aside time to do some cleaning and establish better data hygiene […]