Fundraising Should be About Building Relationships, Not Making a Transaction

Why does making a donation often feel like a transaction? Organizations get so caught up in the raising money part, that they forget about building relationships with their donors.

Yes, relationships! This is just as important as raising money. 

It’s hard to keep raising money if you don’t build a good relationship with your donors. The two go together. Every single interaction with your donors needs to focus on building relationships. That includes fundraising appeals. It’s possible to raise money and build relationships at the same time.

You’ll have more success if you move away from transactional fundraising and focus on building relationships. Here are some suggestions.

Stop using transactional language

First, the word transaction should not appear anywhere in your fundraising. Sometimes I see the words “Transaction complete” after I make an online donation. That’s not giving me a nice, warm, fuzzy feeling at all. I made a gift, not a transaction.

Even more prevalent is the word receipt, which is often used in lieu of thank you. After a donor makes a gift, they should feel appreciated. 

An email subject line is one of your first chances to connect with your donor. How would you feel if this is what you saw? 

“Your Recurring Donation Receipt” 

“Donation tax receipt”

This again is emphasizing the transaction. Payment information should not be the lead of any type of thank you. Where are the words thank you?

It’s not easy to find good thank you email subject lines. Here are some that are better.

“Thank you for your generous monthly gift”

“You are wonderful!”

“Your monthly gift in action” 

That last subject line leads into an email that emphasizes how the donor is helping that organization make a difference, which is a good example of building relationships.

When organizations lead their fundraising appeals by saying “It’s our annual appeal” or “It’s GivingTuesday,” they’re not connecting with their donors by concentrating on why donors give. 

Many donors don’t care that it’s your year-end appeal. They care about your work and want to help. Instead, say something like, How you can help families put food on the table. 

Make relationship building part of your fundraising campaigns

You need to build relationships before, during, and after each of your fundraising campaigns.

Before your next appeal, send your donors an update to let them know how they’re helping you make a difference. This is especially important if you do more than one fundraising campaign a year. You don’t want your donors to think the only time they hear from you is when you’re asking for money.

Segment your donors

One way to help ensure you’re focusing on relationships is to segment your donors and personalize your appeal letters and other types of donor communication. 

Don’t send the same appeal to everyone on your mailing list. What is your relationship with these individuals? Maybe they’ve given once or many times. Perhaps they’re event attendees, volunteers, e-newsletter subscribers, or friends of board members. Mention your relationship in your appeal letter. For example, thank a long-time donor for supporting you these past five years.

Monthly donors get their own appeal letter. This doesn’t happen enough and it’s one of my biggest pet peeves. Build relationships with these committed donors. Recognize they’re monthly donors and either invite them to upgrade their gift or give an additional donation.

Make This the Year You Segment Your Donors

Create an attitude of gratitude

Your focus on building relationships continues when you thank your donors. Many organizations do a poor job with this. Send a handwritten note or make a phone call, if you can.

Welcome your new donors. Let them know how much you appreciate this new relationship. If you don’t, it’s likely to be a short relationship.

Be sure to also shower your current donors with love to keep your relationship going. Do something special for donors who have supported you for several years.

Make sure your donors get a heartfelt thank you, not something that resembles a receipt.

Thanking donors is something you can do at any time of the year. I think one of the best ways to connect is by sending a handwritten note. It always warms my heart when an organization does this.

Holiday cards are a nice way to reach out, but don’t put a donation envelope in one. You have other opportunities to make appeals. Make it 100% about showing appreciation.

You can also send thank you cards at other times of the year. If money is tight, spread out your mailings over the year so each donor gets at least one card.

Don’t miss out on opportunities to build relationships

There are many ways you can build relationships with your donors throughout the year. 

You can give donors other opportunities to connect, such as volunteering, participating in advocacy alerts, and signing up for your newsletter. Done well, a newsletter or another form of an update is a good relationship-building tool. You could also offer virtual tours or Zoom discussions.

I’m amazed that after I attend an event, support someone in a walkathon, or give a memorial gift, most organizations don’t do a good job of building a relationship. I could be a potential long-time donor. Personally, I would never give a memorial gift or support someone in a charity walk if I didn’t believe in that organization’s cause. Don’t miss out on a potential opportunity to build longer-term relationships.

Have a relationship-building day

My main objection to giving days, such as GivingTuesday, is they focus so much on asking. What if we put all the time and energy we focus on giving days into a relationship-building day?

I’m not saying you can’t participate in giving days, but instead of the relentless begging, follow the formula above and build relationships before, during, and after your appeal.

Of course, you could choose not to participate in a giving day and have an all-out relationship-building day instead.

Giving Tuesday: What if it was called Living Schmoozeday?

Build relationships all year round

It’s easier to stay focused on donors when you’re sending an appeal or thank you, but this is just the beginning. Many organizations go on communication hiatus at certain times of the year and that’s a huge mistake. Ideally, you should keep in touch with your donors every one to two weeks, once a month at the most.

Stay focused on relationships. Good relationships with your donors will help you raise more money and keep your donors for a long time. 

9 Ways to Build Strong Donor Relationships

4 Relationship-Building Strategies for Nonprofits to Know

How Your Nonprofit Can Ensure Success in the New Year

The New Year is here. Do you wonder what’s ahead for us? The last two years have brought about so much change and uncertainty. Sometimes it’s hard to predict what’s going to happen next. 

I’m sure your nonprofit continues to face challenges, but since the pandemic started many organizations were able to confront these challenges and make changes to the way they ran their programs and implemented their fundraising and communications. Some were successful and some weren’t.

If 2021 was not a successful year for your organization, you can work to make 2022 better. 

Here are some ways to ensure a more successful year.

Have a plan in place

You must have fundraising and communications plans. If you haven’t put together these plans yet, do that now! 

You know from recent past experience that you may need to make changes to your plans. In 2020, organizations that were able to make changes to a plan already in place were most successful.

Take a look back at 2021 to see what worked and what didn’t in your fundraising and communications. Incorporate what you’ve learned into your 2022 plans. 

Be sure your fundraising plan includes a diverse stream of revenue. Individual giving has been fairly successful throughout the pandemic. A lot of small donations can add up!

Planning an in-person event right now is tricky. If you rely on event revenue, it might be best to stick with virtual or have a plan to shift to virtual, depending on what’s happening with the virus.

Revisit your fundraising and communications plans regularly and make changes as needed. You may need to do this more often now.

Remember that donor engagement and donor retention should be part of your fundraising plan. Those are key to your success.

[Free Download!] Nonprofit Development Plan | 3 Helpful Tips

How to Prepare a Nonprofit Fundraising Plan

6 Simple Fundraising Plan Tips [With Free Templates!]

Nonprofit Marketing Plan in 8 Steps (+ Free Templates!)

Communications Planning 101: What Every Nonprofit Needs to Know

Pay attention to your donor retention

Many donors have stepped up over the past two years to support nonprofit organizations. You don’t want to lose these valuable donors.

Donor retention should be a priority. You’ll have more success if you work to keep the donors you already have instead of focusing on getting new ones.

First, if you don’t already know it, figure out your retention rate. Do this after every fundraising campaign.

A Guide to Donor Retention

If it’s low, it’s something you can fix, usually with better communication. Donor retention is a huge problem for nonprofits. Your goal should be to have donors who support you for a long time.

It’s easier and less expensive to keep your current donors than to find new ones, so, once again, make donor retention a priority.

That said, you may have some new donors who saw a need and felt a connection to your cause. Don’t let these donors slip away either.

Donor Retention Strategies: Get Donors to Give Again

Ultimate Guide to Donor Retention

Make Time to Welcome Your New Donors

Step up your monthly giving program

Speaking of retention, the retention rate for monthly donors is 90%. These donors are dedicated to your nonprofit. 

Monthly giving makes sense at any time, but it’s been especially crucial over the last two years. Organizations that had monthly giving programs saw a steady stream of revenue throughout the year. Donors who opt for monthly giving find it’s easier on their finances. Dedicated monthly donors have also stepped up and have given additional donations.

Work on starting or growing your monthly giving program so you can have a bunch of highly committed donors. A good way to start is to invite your current donors to become monthly donors.

Monthly donors are also potential major and legacy donors.

Why Monthly Giving Makes Sense

10 Quick Tips to Create a Great Monthly Giving Program

Do a better job of communicating with your donors 

Lets’s say goodbye to boring, generic communication. Over the past two years, donors have seen real people with real problems in real time. They turned on the news and saw long lines at food banks. They’ve witnessed a much-needed awareness of systemic racism in our society. 

It makes a difference if you can put things in human terms. Organizations that do this did a better job of connecting with their donors.

Stop using jargon, such as at-risk and underserved. These terms are demeaning to your clients, especially if they’re people of color. Tell more stories and go easy on the statistics. If you’re making a difference, you have stories to tell.

Better communication also means more frequent communication. Donors want to hear from you and they want to feel appreciated, too. Better, more frequent communication will help you raise more money. A communications calendar will help you with this. 

Keep relationships front and center

You may think the most important component of fundraising is raising money. While that’s important, so is building relationships with your donors. 

It’s hard to raise money year after year if you don’t build a good relationship with your donors. Every single interaction with your donors needs to focus on building relationships. That includes fundraising appeals. It’s possible to raise money and build relationships at the same time.

Good relationships with your donors will help you with retention.

How to Build Authentic Relationships With Nonprofit Donors

Don’t forget about gratitude

A big part of building relationships is showing gratitude to your donors. Many nonprofits do a poor job with this. 

You need to start by sending a heartfelt thank you immediately after you receive a donation and then find ways to thank your donors throughout the year. Put together a thank you plan to help you with this.

A Donor Resolution for 2022 You Will Want to Keep

Start the New Year off by making fundraising and communications plans, if you haven’t already done so. Prioritize donor retention, donor engagement, and monthly giving. This will help bring you more success in 2022.

Here are a few more ideas on how to plan for the New Year.

6 New Years Resolution Ideas for Nonprofits

Preparing for 2022: What Your Nonprofit Should Know

Photo by Marco Verch

Why Your Nonprofit Needs a Communications Calendar

I always like to emphasize the importance of keeping in touch with your donors throughout the year. I hope you’re making that a priority, too.

Your donors want to hear from you and don’t just want to be blasted with fundraising appeals. The good news is that better donor communication (thank yous and updates) can help you raise more money.

Ideally, you should communicate with your donors at least once or twice a month throughout the year. That might sound impossible, but it will be a whole lot easier if you put together a communications calendar (also known as an editorial calendar).

I like the term communications calendar because it emphasizes the importance of communicating with your donors and other supporters all year round.

Some of you may already have a communications calendar, which is great. Now is a good time to update yours for 2022. For the rest of you, here are some suggestions to help you get started. Even though it will take a little time to put together, it will be worth it in the end because you’ll be able to do a better job of communicating with your donors.

This is not just a job for your marketing department. All departments need to work together. Figure out what information you need to share and when to share it. You want a consistent stream of information – not three emails in one day and nothing for three weeks.

As you put together your communications calendar, think about how you will use different channels and which audience(s) should receive your messages. You may only send direct mail a few times a year (and I hope you do use direct mail), but send an e-newsletter once a month and communicate by social media several times a week. You’ll often use several different channels when you send a fundraising appeal or promote an event.

Start big by looking at the entire year and then break it down by months and weeks. You’ll keep adding to your communications calendar throughout the year.

Your communications calendar is a fluid document and these past 21 months are a good example of how our world is constantly changing. We’re still in a period of uncertainty, so be prepared to keep things current.

Here are some categories you can use in your communications calendar. Some items will be time-sensitive and others won’t be.

Current events/News stories

At the beginning of 2020, most of us couldn’t predict the year we were about to have. There’s still so much going on – the pandemic, economic uncertainty, supply chain issues, systemic racism, climate change. 

Many donors will expect more communication about these circumstances. Keep them apprised of how all this is affecting your clients/community.

Updates

You need to keep your donors updated on how they’re helping you make a difference. Your print and e-newsletter should be included in your communications calendar. If you don’t do a newsletter, make a plan to share updates another way – maybe by postcard, email, and/or social media. Sometimes short updates are more effective.

Share your success and challenges, especially as we continue to navigate through the current climate.

Legislation

Advocacy alerts are a wonderful way to engage with your supporters. Be on the lookout for any federal or state legislation that’s relevant to your organization. Encourage people to contact their legislators about an issue or a bill. Then report back to them with any updates and thank them for getting involved.

Time of year

Is there something going on during a particular month that’s pertinent to your organization? Perhaps it’s homelessness or foster care awareness month.

Thanksgiving, the holidays, and winter can be a difficult time for some people. How can you weave that into an engaging story to share with your supporters? This will be another hard winter for many people.

Keep in mind your organization’s anniversary doesn’t mean much to your donors unless you can tie that in with how they’re helping you make a difference.

Fundraising and recruitment

Be sure to add your fundraising campaigns to your communications calendar. Obviously, these campaigns are important, but you also want to show gratitude and send updates during this time without inundating your donors with too many messages. Planning ahead will help you strike this balance.

If your organization has specific times it needs to recruit volunteers, add that to your calendar, as well. 

Thank your donors

Make this a priority! Find different ways to let your donors know how much you appreciate them. You can combine a thank you with an update. Do this at least once a month.

Events

Your organization may not be holding any in-person events right now, but perhaps you’ll continue to do virtual events. Besides your events, are there other events (virtual or in-person) in your community that would be of interest to your supporters? If so, you could share it on social media.

Ongoing content

If you’re making a difference, you have stories to tell. Share a story at least once a month. Client stories (either in the first or third person) are best. Your stories need to be relevant to the ever-evolving current situations, so you may need to create some new ones.

You could also profile a board member, volunteer, donor, or staff member. Be sure to highlight what drew them to your organization.

Put together a story bank to help you with this.

Don’t stop communicating with your donors

As you hear about other relevant information, add it to your calendar, so you can stay connected with your donors/supporters throughout the year.

Here’s more information to help you create a communications/editorial calendar. A couple of these links also include templates.

How to Effectively Plan a Nonprofit Communications Calendar (Template Included!)

How to create and use a nonprofit editorial calendar

Get Organized With a Nonprofit Editorial Calendar

Creating the Perfect Editorial Calendar – A Cinderella Story

Make Time to Welcome Your New Donors

I hope your year-end fundraising campaign is going well. Perhaps you also participated in #GivingTuesday. The latter often brings in new donors and that’s never something you want to take for granted. 

Even in this time of continued uncertainty, these donors saw a need and found a connection to your cause. Or maybe they were drawn into whatever #GivingTuesday promotion you initiated, but I like to think they wanted to help you make a difference. 

Unfortunately, the likelihood these donors will stick with you is also uncertain. Retention rates for first-time donors average around 20%.

That’s why it’s so important to get a second donation, also known as a golden donation. Once you get that golden donation, you’re more likely to have long-time donors who will stick with you. One way to ensure that, is to make your new donors feel welcome.

Start with a special thank you

According to fundraising expert, Dr. Adrian Sargeant, “The thank you is the single most important piece of communication that your donors get. They have a higher recall of it than the appeal that generated the gift.”

This is something to keep in mind, especially for your new donors.

If someone donates online, it’s hard to tailor the thank you email specifically to new donors. But you can do that with a phone call, handwritten note, or thank you letter.

Try to call your new donors or send a handwritten note. This will make a great impression on them. Get together a group of board members, other volunteers, and staff to help you. If that’s not possible, create a thank you letter specifically for your new donors.

*Make sure these are actually new donors. A good database will help you avoid any missteps.*

Create a welcome plan

A week or two after the initial thank you, send a welcome package. You can do this by mail, email, or a combination of both.

Welcome your new donors. Thank them again and show them other ways they can connect with you. Invite them to subscribe to your newsletter, join you on social media, and volunteer.

Your welcome package should include a warm introductory message and a few facts about your organization, but don’t brag too much. Keep it donor-centered. You could also direct people to your website for more information about your organization.

Be careful about how much information you send. Donors want to feel welcome not overwhelmed.

I don’t recommend sending unsolicited swag. Personally, I don’t like it, but some donors might. You could offer your new donors a gift and they can let you know if they want to receive it, but it’s not necessary. What donors really want from you is to know how they’re helping you make a difference.

How To Build Relationships With A Storytelling Welcome Email Series

7 Things to Include in Your New Donor Welcome Kit

How to Write a Nonprofit Welcome Email (With Examples!)

Who are your new donors?

They could be event attendees, volunteers, or newsletter subscribers. If you know, refer to that in your thank you note, letter, or phone call. If not, send a short survey with your welcome package and ask, “How did you hear about us?” or “What drew you to our organization?” 

Another question to ask is whether your donors prefer print or electronic communication. Short surveys are also a good way to connect throughout the year. The more you know about your donors the easier it will be to communicate with them.

Make your current donors feel special, too

While I’ve been focusing on new donors in this post, retention rates for current donors aren’t anything to celebrate. Remember the golden donation, but don’t stop there. You want a third (would that be platinum?) and a fourth, etc. donation.  

If you’re not acknowledging a donor’s past support, you’re making a huge mistake. Imagine how you would feel if you gave to an organization for over five years and they never thank you for your long-time support.  

These valuable, long-time donors could leave at any time, so ignore them at your own peril. Make sure they also get a special thank you from you.

Keep it up throughout the year

It’s so important to communicate with your donors regularly. Plan on special mailings or emails specifically targeted to new donors. Try to send something by mail if you can. It’s more personal and your donors are more likely to see it. 

Think of other ways to do something special for your new donors too, such as offering virtual tours or an invitation to a Zoom discussion.

Of course, don’t ignore your other donors. Keep reaching out – at least once or twice a month. 

Show appreciation and share updates. A huge factor in donor retention is a good donor relations plan that you’ll carry out regularly as long as your donors support you, which hopefully will be for many years.

4 Storytelling Tips for Your Online Donation Page

Every nonprofit has a story, but not every nonprofit knows how to tell their story on their fundraising page to drive online donations. Check out these tips!

By Murad Bushnaq

Humans have been telling stories for at least 30,000 years. Why? Good stories create connection and understanding between people, helping us cultivate empathy and positive change within our communities. 

What does this mean for you as a nonprofit professional? Storytelling is a critical skill for you to master. If you can tell stories that help people connect with your cause, you’ll generate more support that will help you keep your organization moving toward accomplishing your mission. 

While your nonprofit won’t be recording stories on cave walls like humans did thousands of years ago, you do have an excellent tool for sharing stories related to your cause — your organization’s website, and more specifically, your donation page. Your donation page is the last chance you have to capture a potential donor’s support. By using stories, you can inspire your donors to give to your cause. 

You might be unsure of how to begin your storytelling journey, but don’t worry. We’ve rounded up four tips for leveraging your nonprofit content management system (CMS) to help you share stories on your donation page: 

  1. Incorporate striking visuals. 
  2. Share real people’s stories. 
  3. Use words to create emotional connections.
  4. Use strategically-placed CTAs. 

As you work to enhance your donation page (and other parts of your website) with strong storytelling, think through what stories will resonate with your specific audience. After all, stories aren’t one-size-fits-all. Let’s get started! 

1.Incorporate striking visuals. 

They say a picture is worth a thousand words, and in some ways, that’s true. Though strong writing will be vital to sharing your organization’s story on your donation page (more on this to come), pictures can often communicate things that words simply can’t. 

Plus, visuals can tug at our heartstrings, getting us to feel something while our brain digests the information we’re reading. This is why having an eye for great images and knowing how to best use them on your donation page will benefit you as a storyteller. 

Here are a few things to keep in mind as you choose visuals and use your CMS to incorporate them into your donation page: 

  • Remember that photos of real people go a long way. Visuals help drum up emotion in your audience, so why not tap into their empathetic side by choosing a picture of a real person (or an animal or a place, depending on your cause.) to illustrate the issue at hand? Being able to see a real person who is affected by the issue your organization is trying to resolve will encourage your donors to put themselves in your beneficiaries’ shoes and inspire them to give. 
  • Make sure the style of the image matches with your branding. If all of the images on your website are black and white, make sure you aren’t throwing a brightly colored image onto your donation page or vice versa. Keeping the visual brand on your donation page consistent with the rest of your website will make you appear professional and organized.
  • Use your CMS to optimize your images. The right nonprofit CMS can help ensure your images are up-to-par for a professional and conversion-driving donation page. Use your CMS to convert your images to web-friendly versions and resize them appropriately. Also, don’t forget to zoom and crop your images to get your desired focus. 
  • Consider adding in other multimedia elements. If you think your donation page would benefit from a short video overlaid with music or even an audio clip, consider adding these to your page. However, use these multimedia elements sparingly. You don’t want your donor to get bogged down in your donation page and never make it to your donation form. 

As you choose and edit visuals for your donation page, don’t forget to take inspiration from other websites. Check out Morweb’s list of the best nonprofit websites to see some great examples of sites that clearly display what the organization is all about and create an excellent user experience!

2. Share real people’s stories. 

Just as your supporters will benefit from seeing pictures or videos of real people on your donation page, you should aim to share real people’s written stories. Having a face or a name associated with an issue they care about will help your cause stand out to your donors and convey the importance of contributing to your mission. 

Here are a few ways you can share real people’s stories on your donation page: 

  • Include one longer story about a specific individual at the top of your donation page. When a potential donor navigates to your donation page, your goal is to have them fill out or click through to a donation form. Catch their eye at the top of your donation page with the story of one specific beneficiary. Keep the story to a few paragraphs at most and share the beneficiary’s background and how your organization helped them. 
  • Use your CMS to create a section of “testimonials” supporters can scroll through. Gather quotes from your beneficiaries that you can use as short testimonials. This option will let you tell multiple stories at once without slowing your donor down in their giving journey. 
  • Add a gallery of beneficiary pictures donors can click through to read specific stories. Some donors may want to read multiple stories about your beneficiaries. Offer this option by using your CMS to create a gallery of pictures that act as buttons for your donors to access specific stories. A striking visual and a call to action (CTA) like “Read Joseph’s recovery story here” or “Learn more about Whisker’s adoption journey” can draw your donor in and get them reading these stories. 

No matter how you decide to share your beneficiaries’ stories, remember to show that they are real people. Use plain language and try to capture people’s real voices, perspectives, and journeys. This will make your stories feel more authentic to your donors, which in turn will make your cause seem more legitimate and worth supporting. If confidentiality is an issue, you can change someone’s name.

3. Use words to create emotional connections. 

Every word in a story counts, and the right words can help your reader feel something. That means you need to choose your words carefully when writing a story to share on your donation page. 

Here are a few different ways to use your words to tap into your readers’ emotions: 

  • Be descriptive. Remember when your high school English teacher taught you the “show, don’t tell” rule? Well, it applies here, too. If you’re an animal shelter, don’t just tell us you recently rescued a dog. Describe the conditions the dog was living in. Then, share how the dog looks and behaves now that you’ve rescued him. Describe how much he loves his new home. Descriptions and details make stories much more interesting and emotionally captivating!
  • Include the donor in the story. To feel truly involved with and emotionally invested in your cause, your donors need to be part of the narrative. Use pronouns like “you,” “your,” “we,” and “ours” to make your donor feel included. For example, you might write a sentence like, “Because of donors like you, last summer’s peer-to-peer fundraiser was a great success, allowing us to provide 500 meals to families in need.” Language like this will show donors they have an important part to play in making a difference for your beneficiaries. 
  • Illustrate how your organization can provide solutions to problems. A story isn’t a story without both conflict and resolution: A princess is captured by a dragon (conflict) and then rescued by a prince (resolution). An alien crash lands on Earth (conflict) and meets humans that help him find his way home (resolution). Once your donors are presented with the problem your organization is focused on solving, you need to show them how, with their help, you’re going to solve it. This helps convince donors that your organization is the one they should entrust with their support because it helps you look like you’re the one who’s going to get the job done. Plus, conflict creates tension in a story, so when you can resolve that by providing a solution, your story will bring much more emotional satisfaction to your reader. 

You don’t have to be a trained writer to construct an emotionally engaging story to include on your donation page. Simply focus on providing a lot of details and showcasing solutions to a problem, and your readers will start to feel that emotional connection to your cause. 

4. Use strategically-placed CTAs. 

A call to action (CTA) is simply a statement that encourages someone to complete an action. In the context of storytelling on your donation page, you may craft calls to action asking your donors to do something after learning about a particular issue or learning about a specific beneficiary’s experience with your organization. Those CTAs could lead your donor to: 

  • Donate to your cause using your donation form 
  • Opt into your monthly giving program 
  • Explore information about matching gifts 
  • Share your donation page on social media 
  • Register for an upcoming event 
  • Sign up for a volunteering opportunity 

Though your CTA to donate to your cause will be most important on your donation page, other CTAs can help you engage your donors further, so don’t be afraid to include them in your storytelling. 

When writing a CTA, remember to keep it clear and simple, but tailor it specifically to your cause. Something like “Give now” won’t be as effective as “Give now to help stomp out cancer.” 

In addition to writing out your CTAs, you can also use your CMS to make your CTAs into buttons that link to different resources, like your donation form or your volunteer page. Including these in the body of a story can help break up the text and ensure that when your donor feels inspired to act, they can do so right away. 


According to Morweb’s guide to donation page design, 54% of donors prefer to give online, which means you should pay special attention to your donation page and the stories you’re sharing on it. Remember to tap into the human element of your organization’s story and use your CMS to enhance your story with visuals, multimedia elements, and CTAs. 

The greatest stories can motivate us to act, and once you’ve honed your storytelling skills with these tips, you’ll be able to inspire your donors to give and engage with your cause for the long haul. Good luck! 

Murad Bushnaq is the Founder and CEO of Morweb. Since its inception in 2014, Murad has acted as Creative Director and Chief Technologist to help nonprofits spread their vision online through engaging design, intuitive software, and strategic communication.

Make This the Year You Segment Your Donors

Do you send all your donors the same appeal and thank you letter? Do you also feel your appeals aren’t bringing you the donations you need?

There may be a correlation here. If you’re not segmenting your donors into different groups, you’re missing a chance to raise more money and let your donors know you recognize them for who they are.

Your donors are not the same. Some donors have given for at least five years (these donors should get a lot of attention). Some are monthly donors. Yet, nonprofit organizations fail to recognize that and send everyone a one-size-fits-all letter. 

Sometimes smaller organizations do a better job of personalization. Not that long ago, I received a generic, one-size-fits-all appeal from a large, national organization. I’m a monthly donor and they didn’t acknowledge that. In fact, the letter included a blurb encouraging people to become monthly donors. Um….

That organization missed an opportunity to do a better job of connecting with their donors. Unfortunately, they are one of many.

When you’re too big to succeed

If you’re not segmenting your donors, make this the year you start. And if you’re already segmenting your donors, kudos to you!

You may be worried about how much time this will take. Plus, you don’t think your current database can handle it and it will cost too much to get a better one. 

In reality, it may cost you more not to segment.  A good database/CRM is worth the investment. Segmenting your donors will help you with retention, which costs more than trying to find new donors. Donor stewardship/engagement is usually easier and it’s more fun.

You also don’t need to create 100 different types of letters. Four or five should be sufficient. Your appeals and thank you letters will stand out if you can personalize them and not send everyone the same generic letter.

Here are a few different types of donor groups. You may want to include others. The more you can segment, the better. Remember, investing in a good CRM/database will help you with this.

Current single gift donors

One of the biggest hurdles nonprofits face is ensuring first-time donors give a second time. If they keep giving after that, they’re showing their commitment to your organization. Don’t blow it by ignoring this.

An appeal letter to current single gift donors (Monthly donors get their own appeal. More on that below.) must acknowledge their past support. This is also a good opportunity to ask for an upgrade. Many organizations don’t do this, but it’s a good way to increase your revenue.

Your donors will be more receptive to upgrading their gifts if you’ve been doing a good job of thanking them and staying in touch throughout the year.

If these donors give again, they should get a handwritten note, phone call, or letter letting them know how much you appreciate their continued support. If they’ve upgraded their gift, be sure to acknowledge that, too. 

Potential/new single gift donors

If you’re sending an appeal to someone who’s never donated to your nonprofit before, what is your connection to them? Are they volunteers, event attendees, or people on a list you purchased?

The more you can establish a connection, the better chance you have of getting a donation.

The retention rate for first-time donors is horrible. One of the reasons is poor communication. You can help boost your retention rate by making your new donors feel special.

New donors should get a handwritten note, phone call, or letter welcoming them as donors. Invite them to connect with you in other ways such as signing up for your newsletter, following you on social media, or volunteering.

Then a week or so later, send them a welcome package by mail or email. Personalization is crucial with new donors.

Are We Sure An Automated Email Welcome Series For New Donors Is A Good Idea?

New monthly donors

Brand new donors who opt for monthly or other recurring donations get the same special thank you treatment mentioned above. Welcome them to your family of monthly donors. 

Current monthly donors

Your current monthly donors must get their own appeal that recognizes them as monthly donors. In this appeal, you can either ask them to upgrade their gift or give an additional gift. 

When your donors renew or upgrade their monthly gifts, they, of course, get an amazing thank you.

Current donors who become monthly donors

Your current donors who decide to become monthly donors are also showing their commitment to you. They get a handwritten note, phone call, or letter thanking them for their continued support and for joining your family of monthly donors. From now on they should get specialized appeals and other communications targeted to monthly donors. 

Segmenting your donors makes a difference

In these uncertain times, some donors may cut back on their giving. Don’t let them choose between organizations that communicate throughout the year with engaging personalized appeals, thank yous, and updates and organizations who just send generic, one-size-fits-all communications. People are also looking for a personal connection right now. 

Spending some extra time segmenting your donors and personalizing your communications will be worth it if you can raise additional revenue and boost your retention rate.

Here’s more information about segmenting your donors.

How to Segment Your Donors

Donor Segmentation: The Ultimate Guide for Nonprofits

4 Smart Donor Segmentation Strategies for Nonprofits

KEY DONOR SEGMENTS FOR A BETTER YEAR-END APPEAL

Don’t Treat Thanking Your Donors as an Afterthought 

You may have started working on your year-end appeal, which is great. Although, just as important, if not more important, is planning how you’ll thank your donors. 

I highly recommend creating a thank you plan, which will help you show gratitude before, during, and after a campaign. 

Many organizations treat thanking their donors as an afterthought and it shows. You can’t do that. It will hurt your chances to get future donations. If someone gives to your organization, they deserve to be showered with appreciation. 

There are many ways to thank your donors after an appeal – by mail, phone, email, on your website, or a combination of those. The more you can do, the better.

Thanking your donors is something you need to do well. Don’t shortchange your donors with a lame, generic thank you.

Make thanking your donors a priority. Here are a few ways to do a better job of thanking your donors. 

Start planning now

Don’t wait until the day after your appeal goes out. Give yourself plenty of time to plan. Write your thank you letter at the same time you write your appeal. Don’t forget that things often take longer than you think, especially now.

Figure out what you’ll be able to do. I highly recommend a handwritten note or phone call. Can you do that for all your donors? If not, maybe you’ll break it down by new donors, long-time donors, or donors who have given a certain amount.

I understand that handwritten notes and phone calls may be hard to do right now. At the very least, your donors should get a letter, even if they’ve donated online. Whatever you decide, remember to get started on the content now. 

In the past, the standard was to send out thank you letters within 48 hours. That may be harder to do now, but don’t wait too long. Make sure you’re ready to go when the donations come in. 

Make your donor’s day with a handwritten thank you note

I love it when a nonprofit sends a handwritten thank you note. This is a rare occurrence, so if you do it, your thank you note will stand out in your donor’s mailbox.

Handwritten notes are great in many ways, but one advantage is you don’t have to write that much and it shouldn’t take too long. 

How to Write 3 Minute Thank You Notes

You could make thank you cards with an engaging photo or buy some nice thank you cards. Get together a team of board members, staff, and volunteers right after your appeal goes out to help with this.

Think about how much your donors will appreciate this nice gesture. Here’s a sample note.

Dear Paul,

Thank you so much for upgrading your gift to $75. We’re still seeing more people coming into the Riverside Community Food Bank. Times are tough and your generous gift will help a lot. We’re so happy you’ve been a donor these past six years.

Phone calls are another personal way to show gratitude

Calling first-time donors is known to improve retention rates. But you could also call long-term donors to make them feel special.

Again, you want to get together a team to help. This is a great thing for your board to do. You may need to do a short virtual training first. Here’s a sample phone script.

Hi Gail, this is Stacy Kramer and I’m a board member at the Riverside Community Food Bank. Thank you so much for your generous donation of $50 and welcome to our donor family. Your gift will help feed more local families during this difficult time. 

How to Call Donors Just to Say Thank You for Donating

Write an amazing thank you letter

If it’s impossible to send handwritten notes or make phone calls, you can still impress your donors with an amazing thank you letter. Many thank you letters aren’t amazing at all and are mediocre at best. You’ll have an advantage if you take some time to create a great, donor-centered letter.

The purpose of a thank you letter is to thank your donors. Keep that in mind at all times.  

Don’t start your letter with On behalf of X organization…. If you’re sending it on your letterhead, it should be obvious it’s coming from your organization. Instead, start your letter with – Thank you, You’re incredible!, or You did something great today!

You also don’t need to explain what your organization does. This often comes across as bragging by saying something like – As you know, X organization has been doing great work in the community for 20 years…. Someone who’s donated to your organization should already be familiar with what you do.

And, don’t ask for another gift in your thank you letter. You did that in your appeal letter. You can ask again another time. Keep gratitude front and center.

Write separate thank you letters for different types of donors. Welcome new donors and welcome back your current donors. Monthly donors should also get special recognition.

Your thank you letter needs to make your donors feel good about giving to your organization. Let them know how their gift is helping you make a difference. Include a brief story or example. Make it relevant to our current situations.

As with all writing, make your letter personal and conversational. Write to the donor using you much more than we, and leave out jargon and any other language your donors won’t understand. Also, you must address your donors by name – not Dear Friend.

A few other ways to make your letter stand out are to use a colored envelope or include a teaser that says Thank You!, and use a nice stamp (you can buy thank you stamps). Hand address the envelopes and include a handwritten note inside that will help make it more personal. You could also include an engaging photo in the letter.

Yes, you do need to include the tax-deductible information, but do that at the end, after you impress your donors with your letter, or include it on a separate page. It’s easiest to include this with the thank you letter or email. Then you don’t have to send it again unless your donor requests it.

Create a more personal online thank you

The thank you plan I reference above gives you advice on how to create better thank you landing pages and email acknowledgments. These often come across as transactional. You need to think of the donations you receive as the start or continuation of a relationship, not a transaction.

Remember, even though your online donors will get an electronic acknowledgment, they should still get thanked by mail or phone.

With all the uncertainty that’s going on, it’s crucial to do a good job of thanking your donors, both now and throughout the year. 

Here’s more information on how you can do a better job of thanking your donors.

How to Write the Perfect Donor Thank You Letter

Thank You Letters Donors Will Love

How To Write A Thank-You Letter For Donations | A Nonprofit Guide

Donor Appreciation Letter: Everything You Need To Know To Craft The Perfect One

A Donor Thank-You Letter Template (Plus Extra Tips!)

Keep Calm and Stay Strong

As summer wanes and we move toward fall, many nonprofit organizations are entering the busiest time of the year as they launch their year-end fundraising campaigns. In the best of times, this is stressful, and we are not in the best of times.

We’re still living in a time of uncertainty. I feel there’s more uncertainty now than last year. In the spring it looked like we were on track to something better and then along comes the Delta variant, not to mention low vaccination rates in some states.

I’m sure your nonprofit organization is still dealing with many challenges. People may have returned to the office and now you’re wondering if that’s safe. You may be falling short of your revenue goals. You may be stressed out figuring out how you’ll pull off your year-end campaign and that’s understandable, but it’s important to keep calm and stay strong.

The need your clients/community face is still there. You can’t raise money if you don’t ask. Donors still want to help if they can.

It’s possible to get through the next few months. Do the best that you can, but make smart choices that will help you succeed.

Plan ahead

My last few posts had a plan-ahead theme. You want to start gearing up for your year-end appeal as soon as possible. This includes figuring out how you’ll thank your donors and getting your website in shape. Now would be a good time to get started.

If this sounds overwhelming, take a deep breath, and start working on a few things each day. Putting together a quality campaign will help you raise more money.

Segment your donors

One aspect of a good fundraising appeal is personalization. You must segment your donors as much as you can. At the very least, segment them by current donors, monthly donors, and people who haven’t donated before.

You’ll have the best luck with people who’ve donated before, and they’re going to want to see a letter that thanks them for their past support.

You can ask past donors to upgrade their gifts. This is an easy way to raise more money, yet many organizations don’t do this because they don’t segment their donors.

Monthly donors are the backbone of many nonprofit organizations and have a retention rate of 90%. Any time you communicate with them you must recognize them as monthly donors. You can ask your monthly donors to upgrade or give an additional donation.

Donors who have supported you before deserve a great appeal letter, and thank you letter too!

Focus on retention 

Donor retention should always be one of your top priorities – before, during, and after your appeal. Remember, your best bet for donations are your current donors. Think about sending a warm-up letter or email to these donors before your next appeal. Don’t ignore them.

Focusing on retention will help during tough economic times. Some donors may not be able to give this year, but maybe they’ll be able to in the future. Keep engaging with them.

A Guide to Donor Retention

Make time for what’s important 

I’m not trying to give you more work. I’m trying to give you better work. You may be saying you don’t have time to do some of these things, but this is important. 

What’s taking so much of your time? Is it meetings you don’t need to have? Are you chasing fundraising sources that don’t make sense? Maybe that online auction or event isn’t worth the time since you don’t raise much money.

Recess time

I just heard a story on the news about how important recess is for kids, especially during these difficult times. Adults need recess, too. Maybe you won’t go out on the playground, but why not?  

There are plenty of things you can do to take care of yourself. Don’t eat lunch in your workspace (at the office or at home). Take breaks! Step away from your screens. Go for a walk, exercise, do yoga, or maybe even take a short nap. I love this phrase – Rest is not a luxury, it’s a necessity. It will make you more productive.

I know there’s a lot going on both at your organization and in the world. Make time for what’s important, take care of yourself, and do the best that you can.

Photo by Marco Verch

Is Your Website in Good Shape?

With everything that’s been going on over the last year and a half, you may not have had time to keep up with certain things. That includes making sure your website is in good shape.

You don’t want to neglect your website. The internet is still most people’s go-to place to get information. Unlike social media, you control your website. You want it to be up-to-date, easy to read/scan and navigate, welcoming, and audience-centered.

I created this checklist a few years ago and I think now is a good time to revisit it. 

Home page

Your home page is often the first place a newcomer will visit. Make it an entryway to the rest of your website.

  • Is it free of clutter and easy to navigate and read/scan? You can include links to other pages on your home page, so you’re not bombarding it with too much information.
  • Does it include an engaging photo and a small amount of text, such as a tagline or position statement?
  • Are you highlighting something current and important? Maybe it’s your response to the ever-changing pandemic. Maybe it’s a fundraising campaign or an event. Be sure it’s up-to-date and the most newsworthy item you can feature.
  • Does it include a Donate Now button that’s prominent without being tacky?
  • Does it include a newsletter sign-up box and social media icons?
  • Does it include your organization’s contact information or a link to a Contact Us page?
  • Is the navigation bar easy to use?
  • Does it include a search feature?

Donation page

Many people donate online. This needs to be a good experience for your donors. You don’t want to stress them out with a cumbersome and confusing donation page.

  • Is it easy to use?
  • Does it include a strong call to action with the same messages as all your other fundraising appeals? You want to include enough information to entice a potential new donor, but not too much to overwhelm any of your donors (new and long-time).
  • Does it show how the donation will be used and what different amounts will fund?
  • Does it include an option for monthly/recurring gifts?
  • Does it have an engaging photo?
  • After someone donates, does it take the person to an engaging thank you landing page and generate a personal thank you email?

5 Questions to Ask Yourself to Make Your Donation Page More Effective

The rest of your pages

Be sure to take a look at the rest of your web pages, too.

  • Are they easy to read/scan and navigate?
  • Do all your pages have a consistent look?
  • Is the content well written in a conversational style (no jargon!) and free of grammatical errors and typos?
  • Are your pages audience-centered? Remember, some visitors know you well and others don’t. A person visiting your volunteer page may not know much about your organization, so you’ll need to include a compelling description of what you do.
  • Do your pages contain a clear call to action? For example, your volunteer page should entice someone to volunteer.
  • Does each page have one or two photos related to its subject matter? Going back to your volunteer page, you could include a photo of volunteers working in the community.
  • Is all the content up-to-date?
  • Do all your links work?
  • Do all your pages include a Donate Now button, navigation bar, social media icons, a newsletter sign-up box, contact information, and a search feature, so your visitors don’t have to go back to the home page?
  • Are you using analytics to see how often people visit your pages? If you have pages that aren’t generating a lot of interest, find out why that’s happening. You may need to make the page more engaging or take it down.
  • Do you periodically survey your supporters to get feedback about your website?
  • Is your website mobile-friendly? This is crucial. Fortunately, most of them are these days, but just in case yours isn’t –  How to make website mobile friendly for your nonprofit
  • Is there other content you should include (or take out)?

After you’ve made all your changes, have someone who isn’t as familiar with your organization (maybe a friend or family member) look at your website to see if the content is clear and that it’s easy to read/scan and navigate.

Your goal is to have a website that’s welcoming and audience-centered for everyone from first-time visitors to long-time donors.

Read on for more information to help you get your website in good shape.

Your Nonprofit Website: The Importance of User Experience

Website Formatting: The Anatomy of a Well-Designed Nonprofit Web Page

15 Nonprofit Website Best Practices You Need to Know in 2021

Best Practices for a Nonprofit Website

Image via www.morecustomersmoresales.com.au

Why You Need a Thank You Plan

Thanking your donors is just as important, if not more important than fundraising. Yet many organizations spend a lot of time putting together a fundraising campaign and treat thanking their donors as an afterthought.

We’re still in a time of uncertainty. Charitable giving has gone down over the last 20 years. The Vanishing American Donor While people were generous last year during the height of the pandemic, it’s hard to know how long that will last.

Prioritizing gratitude and donor relations will help. If you don’t do a good job of thanking your donors, as well as building relationships throughout the year, you’ll have a hard time getting people to people to donate again, which is one of the keys to your success.

This is why having a thank you plan is crucial. Many organizations just thank their donors after they receive a gift and then disappear until the next fundraising appeal. Your donors deserve better than that. 

Thanking your donors is something you need to do throughout the year – at least once a month, if you can. A thank you plan will help you stay focused on gratitude all year round.  

Here’s what you need to include in your thank you plan.

Plan to make a good first impression with your thank you landing page

Your landing page is your first chance to say thank you and it shouldn’t resemble Amazon check out. It should make a person feel good about giving a donation.

Open with Thank you, Scott! or You’re incredible! Include an engaging photo or video and a short, easy to understand description of how the donation will help your clients/community right now. Put all the tax-deductible information after your message or in the automatically generated thank you email.

If you use a third-party giving site, you might be able to customize the landing page. If not, follow up with a personal thank you email message within 48 hours.

How to Create Post Donation Thank You Pages That Delight Donors

How To Optimize Your Donation Thank You Page + Examples Of Nonprofits Who Do It Right

Plan to write a warm and personal automatic thank you email

Set up an automatic thank you email to go out after someone donates online. This email thank you is more of a reassurance to let your donor know you received her donation. You still need to thank her by mail or phone.

Just because your thank you email is automatically generated, doesn’t mean it needs to sound like it was written by a robot. Write something warm and personal.

Give some thought to the email subject line, too. At the very least make sure it says Thank You or You did something great today and not anything boring like Your Donation Receipt or Donation Received. And please stop using words like transaction and processed. A donation is not a transaction. It’s the start or continuation of a relationship.

How to Write a Great Donation Thank-you Email (with Examples)

Email Thank You Letter Examples for Donors

6 Email Examples to Thank Year-End Donors

Plan to thank your donors by mail or phone

I’m a firm believer that every donor, no matter how much she’s given or whether she donated online, gets a thank you card or letter mailed to her or receives a phone call.

Try to thank your donors within 48 hours or within a week at the latest. I know it might be hard to do that right now, but it will be easier if you plan to carve out some time to thank your donors each day you get a donation. Remember, thanking your donors should be a priority. If you wait too long, you’re not making a good impression.

Instead of sending the usual generic thank you letter, mail a handwritten card or call your donors. Making thank you calls or writing thank you notes is something your board can do. 

Find board members, staff, and volunteers to make phone calls or write thank you notes. Come up with sample scripts. You may want to conduct a short training (most likely via Zoom). Make sure to get your team together well before your next fundraising campaign so you’re ready to go when the donations come in. 

Here’s a sample phone script, which you can modify for a thank you note/letter/email. 

Hi Beth, this is Debra Carter and I’m a board member at the Westside Community Food Bank. I’m calling to thank you for your generous donation of $50. Thanks to you, we can continue to provide neighborhood families with healthy food. This is great. We’re still seeing a lot of people come in, so we really appreciate your support.

You’ll stand out if you can send a handwritten thank you card. I get a few of these a year and they tend to come from the same organizations, which shows you what they prioritize! 

If you can’t send handwritten cards or call all your donors, send them a personal and heartfelt letter. If you’ve been using the same letter template for a while, it’s time to freshen it up. Don’t start your letter with On behalf of X organization, we thank you for your donation of…. 

Open your letter with You’re amazing or Because of you, the Turner family can finally move into their own home. Create separate letters for new donors, renewing donors, and monthly donors.

Add a personal handwritten note to the letter, preferably something that pertains to that particular donor. For example, if the donor has given before, mention that. Hand sign the letters, if you can.

Let your donors know how much you appreciate them and highlight what your organization is doing with their donations.

In addition, write your thank you letter at the same time you write your appeal letter. Make sure they’re ready to go as soon as the donations come in. Don’t wait three weeks.

How to Write The Best Thank-You Letter for Donations + Three Templates and Samples

A Guide to Crafting the Perfect Donation Thank-You Letter

Thank You Letters for Donations: How To Get Them Right

Plan to keep thanking your donors all year round

This is where having a thank you plan makes a difference because as I mentioned before – thanking your donors is something you must do all year round.

You can use your communications calendar to incorporate ways to thank your donors, but why not go one step further and create a specific thank you calendar.

Remember to try to say thank you at least once a month. Here are some ways to do that. 

  • Send cards or email messages at Thanksgiving, during the holidays, Valentine’s Day, or mix it up a little and send a note of gratitude in June or September when your donors may not be expecting it. Try to send at least one or two gratitude messages a year by mail, since your donors will be more likely to see those. And you don’t need a holiday or special occasion to thank your donors. Thank them just because….
  • Invite your donors to connect with you via email and social media. Keep them updated with accomplishments and success stories, as well as how the current situations are impacting your work. Making all your communications donor-centered will help convey an attitude of gratitude. Be sure to keep thanking your donors in your newsletter and other updates. Emphasize that you wouldn’t be able to do the work you do without your donors’ support.
  • Create a thank you video and share it on your thank you landing page, by email, and on social media.
  • Send a warm-up letter or email about a month before your next campaign (no ask). This is a great way to show appreciation BEFORE you send your appeals.
  • I wouldn’t recommend an open house or tours right now, but you could do something virtual to let your donors see your nonprofit up close and personal. Even when it is safe to gather in person again, a virtual gathering or tour may be easier to pull off. 
  • Keep thinking of other ways to thank your donors.

The tactics that work best are going to differ for each organization. I would definitely send something by mail a few times a year. Email and social media may not be as successful, especially if your donors don’t use electronic communication very much. You could survey them to find out their communication preferences, as well as their interests. This will help with your engagement.

Creating a thank you plan will make it easier to keep showing appreciation to your donors all year round. You need your donors right now, so don’t hold back on that always-important gratitude.