Communications

How to Personalize Communications With Nonprofit CRM Data

Ann Green Communications, database, donation page, donor engagement, donor relations, donor retention , , , , ,

Personalization allows nonprofits to deepen donor relationships and boost retention. Learn how to personalize nonprofit communications using data from your CRM.

By Philip Schmitz

In an age where technology has tailored our online experiences based on our interests and behaviors, today’s donors expect personalized communications before engaging with an organization. 

However, nonprofits that want to build strong, lasting relationships with their donors often struggle to connect with individual donors. This is especially true when communicating on a massive scale without expending resources and stretching their teams thin.

Fortunately, the right data and technology can streamline (and enhance) communication for you. That’s where your constituent relationship management (CRM) system comes in! Along with standard demographic and contact information, a good nonprofit CRM will accurately capture behavioral and engagement information that can help tailor communications. 

Let’s review what your nonprofit needs to do to tap into the benefits this powerful tool can bring.

1. Understand What Your CRM Can Do

Understanding the functionality of your CRM will allow you to make the most use of it to properly collect and analyze data. Many nonprofit CRMs offer robust functionalities and tools built to help scale your donor outreach, but their value is lost if you don’t make the most of the platform.

According to CharityEngine’s roundup of top CRMs, the key features to look for in this software include:

  • Payment processing: A built-in payment processor ensures your nonprofit is equipped to accept payments when donors respond to your communications. 
  • Marketing automation: The right CRM can automatically segment donors and communicate with them through several channels, like email and direct mail. Since your CRM has a full view of each donor’s engagement history, it’s well-equipped to send out timely and relevant messages.
  • Major gift management: The best CRMs integrate with prospect research databases, helping your nonprofit identify and steward relationships with potential major donors. Effective donor cultivation strategies are rooted in a personal touch, and your CRM provides the data needed for that.
  • Online forms: Accessible (and eye-catching!) online forms make things easy for you and your supporters. Your CRM should be able to create and manage these forms for you.
  • Reporting and analytics: Out-of-the-box reports and dashboards provide a comprehensive view of donor behaviors and your nonprofit’s growth. When you can easily analyze this data, your communications will become more accurately targeted.

Evaluating a CRM solution is critical to finding the one that best fits your organization’s needs. Take advantage of resources such as demo calls to ask specific questions and see what the platform looks like in action. Blog articles, review platforms, and help communities are great ways to engage with current users of the platform, understand how they’re faring with the platform, and identify any issues you may need to be aware of before moving forward.

2. Segment Supporters for Smarter Messaging

Audience segmentation refers to the process of dividing a broader group into smaller, more defined groups based on shared behaviors and characteristics. Instead of sending the same message to all audiences, this process allows for more effective outreach by sending the right message to the right people at the right time. 

Your CRM tracks data that’s critical to grouping donors, such as:

  • Engagement: By tracking donors’ involvement and engagement with your organization, you can speak directly to their interests and motivations. For example, a volunteer may enjoy an impact report detailing the results of their hard work, while an auction attendee would enjoy receiving a recap of the event, including the amount it raised for your organization’s work. 
  • Giving frequency: Recurring donors are more likely to appreciate impact metrics and recognition for their continued gift, while one-time donors may be less engaged and could need more background information about your mission. For example, you might share your appreciation with a recurring donor for the total amount they’ve contributed over the years, while a reminder that your nonprofit still needs help would be more appropriate for someone who gave once a few months ago.
  • Lapsed donors: Disengaged donors will likely require messaging that conveys urgency, such as a reminder about your year-end campaign or a time-sensitive beneficiary need. When communicating with donors who have paused their gifts, be sure to use language that encourages them to reconnect with your organization. 

According to Getting Attention’s marketing statistics, segmenting digital campaigns produces up to 760% more revenue compared to non-segmented campaigns! If you’re not already segmenting your campaigns, it’s a step you should take immediately—and your CRM may even automate it.

3. Test and Optimize Your Messaging Strategy

With such large amounts of donor data, you may have conflicting ideas about how to approach messaging for certain segments. A/B testing is the process of comparing two versions of a strategy to determine which performs better and achieves a desired outcome, such as higher conversion rates or engagement.

When trying out different communication strategies with your donors, consider running an A/B test to see which resonates the most with them. Adopting a test-and-learn approach will help you find the most effective communication strategy and messaging. 

Your CRM can help you A/B test the following elements: 

  • Email subject line: Test subject lines with different tones and messages to see which resonates the most with users by measuring metrics such as open rates. You may find that emotionally compelling subject lines work better with some audiences, while subject lines that convey urgency perform better with other audiences. 
  • Call to action: Try different messages in your CTAs, such as action-oriented language, to encourage readers to follow through on the ask. Remember to tailor the opportunity to recipients’ interests. For example, a long-time donor looking for new ways to get involved may be interested in volunteer opportunities.
  • Send time and day: Test different times and dates of your email sends to observe the highest open and engagement rates. For example, donors of one age demographic may be more likely to read your emails in the morning, compared to another demographic that is more responsive in the afternoon. 

Be sure to take a step back and review past campaigns to determine which messages garnered the most attention from your donors. Based on this information, adjust your messaging according to what performs best and is most likely to appeal to your donors. 

4. Empower Your Team to Use Data Confidently

Every member of your team must be able to handle and interpret data effectively to receive the most value from your system. When decisions across all teams are backed by data and evidence, you’ll be confident that your nonprofit is represented well and consistently in all its communications. 

The process of ensuring your team can use data effectively is two-fold. First, you must ensure that the data in your CRM is accurate, as accurate data informs better decisions, engages more donors, and guarantees that nothing falls through the cracks. Also referred to as data hygiene, this process may involve removing outdated or duplicate records, appending missing data, and updating information to be more accurate.

Secondly, you must build internal data fluency within your team. This could include:

  • CRM walkthroughs: Host short, role-specific training of your CRM for members of your team, focusing on the functionality that is most important to their day-to-day tasks. For example, you may focus only on data analysis with one team while another team needs to be familiar with the platform’s event management capabilities.
  • Lunch & Learns: Consider hosting 15- to 30-minute sessions focused on specific topics, such as building donor reports and segmenting audiences. You can also open these opportunities to team members, encouraging them to take ownership of exploring the CRM’s capabilities and sharing best practices with their colleagues.
  • Internal glossary: Create an internal document that defines commonly used terms like average gift size and return on investment (ROI). Clearly map out how to find this information in your CRM, and outline troubleshooting steps to take if team members encounter any problems.

Technology is the key to successfully running a nonprofit, but its power is only fully utilized if people know how to use it. The power of a robust CRM can help even the smallest of teams achieve big results with the right tools and habits to run the most effective campaigns and achieve your mission.

Phil Schmitz is the founder and CEO of CharityEngine, a complete fundraising platform powering some of the nation’s largest nonprofits and associations. Phil has developed patent-pending anti-fraud tools and industry-leading recurring payment technology that allows nonprofits to retain more sustainer revenue than the industry average; clients have raised nearly $5 billion using these tools. Phil’s passion for leveraging technology to empower nonprofits is supported by more than 20 years of experience in building successful technology and e-commerce companies.

Go Above and Beyond With the 5 C’s of Good Nonprofit Communication

Ann Green Communications, donor engagement, donor relations, donor-centered, fundraising, gratitude, writing , , , , , ,

A lot of nonprofit communication is mediocre at best. Is that the case for you? Don’t settle for just okay. You’ll raise more money and have better donor engagement if you can go above and beyond.

The remedy I like to recommend is the 5 C’s of good nonprofit communication. Keep these in mind when you’re writing a fundraising appeal, thank you letter, update, or any type of donor communication.  

Is it Clear?

What is your intention? What message are you sending to your donors? Are you asking for a donation, thanking them, or sharing an update? 

Whatever it is, make sure your message is clear. If you have a call to action, that needs to be clear, as well. You also want to stick to one call to action. Don’t distract your donors with too many choices. If you ask them to make a donation, volunteer, and contact their legislators in the same message, you run the risk of them not doing any of those.

You want your message to produce results. Plain and simple, your fundraising appeal should have a prominent ask and entice someone to donate. Your thank you letter should thank your donors (no bragging or explaining what your organization does), and make them feel good about donating.

Use language your donors will understand (no jargon). Avoid terms like food insecurity and underserved communities. Just because something is clear to you, doesn’t mean it will be clear to others. 

Is it Concise?

Can you say more with less? Eliminate any unnecessary adverbs, adjectives, and filler. Make your point right away. Concise writing doesn’t mean you need to be terse or all your print communication has to be one page. Sometimes it will need to be longer, but the same rules apply. 

Nonprofit organizations like to pack a lot of information into their monthly/quarterly newsletters and impact reports, but many donors won’t read something if it looks like it will be too long. 

Shorter, more frequent communication is better. This applies to the example I gave above about not putting more than one call to action in a message. You’ll have better results if you send separate messages for each call to action.

Also, most people skim, so use short paragraphs and lots of white space, especially for electronic communication.

Make all your words count.

Is it Conversational?

Write as if you’re having a conversation with a friend and be personable. Use the second person – where you refer to your donors as you and your organization as we. Remember to use you much more than we. 

Avoid using jargon, clichés, multi-syllable words, and the passive voice. Is that the way you talk to your friends? I hope not.

You may think you’re impressing your donors by using jargon and big words, but most likely you’re confusing them or even worse, alienating them. Connect with your donors by using language they’ll understand.

Is it Compelling?

Is whatever you’re writing going to capture someone’s attention right away and keep them interested? The average human attention span is eight seconds, so the odds are stacked against you. It’s an understatement that there’s a lot of stuff competing for our attention right now. If you can’t stand out, your donors are going to move on to something else.

Start with a good opening sentence. Leading with a question is often good. Stories are also great. 

Put a human face on your stories and keep statistics to a minimum. Start a fundraising appeal with an engaging story that leads to a call to action.

Are you establishing a connection?

Donors are drawn to your organization because they feel a connection to your cause. You also need to establish a connection with them. You can start by segmenting your donors by different types, such as new donors, current donors, and monthly donors. 

Get to know your donors better and give them content you know they’ll be interested in. Hint – it’s not bragging about your organization. They want to know how they’re helping you make a difference for your clients/community. They also want to feel appreciated. Focus on building and sustaining relationships.

Go above and beyond and improve your donor communication by practicing the 5 C’s.

Don’t Take a Vacation from Your Donor Communication

Ann Green Communications, direct mail, donor engagement, donor relations, donor-centered, gratitude , , , , ,

It’s summer! I hope you’ll get a chance to take a vacation or just some time off. It may be quieter at your nonprofit, or maybe it isn’t considering everything that’s going on, especially in the U.S. Either way, you don’t want to be too quiet and ignore your donors. Summer is a great time to do some relationship building. 

You should communicate with your donors at least once a month and that includes the summer months. Don’t make the mistake of taking a vacation from your donor communication. Continuing to stay in touch with your donors will help you when you launch your fall fundraising campaign. 

Maybe this sounds impossible, especially if you’re a small organization and worried about your finances, but you can do this!

Here are a few ways you can connect with your donors this summer, as well as throughout the year, and build those important relationships. 

Brighten your donor’s day with a handwritten thank you card

Nonprofit organizations don’t thank their donors enough. You don’t need a reason to thank your donors. Just do it and do it often. You’ll stand out if you do.

This is a good time to do something personal, such as sending a handwritten thank you card. Pour on the gratitude and let your donors know how much you appreciate them.

You only need to write a few sentences, but make it warm and friendly. Think of it as having a conversation with a friend. Get board members and other volunteers to pitch in and help. You could also have a client/beneficiary write thank you notes.

Send a postcard

It used to be fairly common for people to send postcards when they went on vacation. I don’t know how many people still do that, although I always enjoy receiving them.

Postcards are a great way to connect with your donors. Communicating by mail is more effective than electronic communication. I know mail is expensive, but a postcard shouldn’t cost too much. Your donors are also more likely to see your messages if you send them by mail. 

You can say thank you, share an update, or a combination of both. Besides feeling appreciated, donors also like to hear how their gift is making a difference. You could consider an infographic postcard.

Sending something by mail is an investment that could pay off if your postcard (or handwritten card) entices a donor to give again and possibly upgrade.

Email and social media are okay, too.

While it’s important to stay in touch once a month, it may not be possible to use direct mail that much. You can also use email and social media. Email has an advantage here because you can personalize your messages and the engagement levels are better, although not as good as direct mail. The downside is people get a ton of email and social media messages, so make yours stand out.

You could send your donors a thank you photo or video. Maybe you already do a monthly e-newsletter. Spruce it up a little. You could even make it shorter. Share a story that lets your donors know how they’re helping you make a difference for your clients/community.

You don’t need anything fancy and make it easy for yourself by keeping it simple. There are so many ways to thank your donors and share an update. It’s okay to have a little fun and get creative. It’s summer, after all. It could also be a nice distraction from all the chaos and uncertainty going on right now.

Get donors involved

I know we’re facing a lot of economic uncertainty, but donors want to help if they can. 

Will certain policies or funding cuts affect your organization? Most likely, the answer is yes.

Share ways your donors can help – perhaps by contacting their legislators, volunteering, or making a donation.

I’m a big fan of advocacy alerts. They can be a great way for people to engage with your organization. Be sure to thank participants and keep them updated on any outcomes.

When all levels of government make funding cuts or policy changes, the need in the community grows, which puts more burden on nonprofit organizations. Remember, some donors will step up and help, if they can. 

Make room for improvement and plan ahead

Summer can be a good time to make improvements in your existing communication. Spend time finding some engaging stories and photos for your newsletters and other updates. This is also a good time to warm up your donors for your fall campaign.

Start working on your appeal and thank you letters for your next campaign. Make sure they focus on building relationships and are donor-centered. Segment your donors by different types – new, renewing, monthly, etc.  Also, make sure your CRM/database is up to date.

If you’re feeling pinched financially, I recommend starting your fall campaign earlier, maybe in September or October. Many nonprofits run year-end campaigns. The earlier you start, the less likely you’ll compete with an onslaught of appeals. 

You could try a summer campaign if you’ve experienced a big cut in funding, although summer generally isn’t the best time for a fundraising campaign. You could, however, try to raise some additional revenue by inviting current donors to join your family of monthly donors and reaching out to your lapsed donors.

For now, keep relationship building front and center. Keep communicating with your donors. They want to hear from you. Don’t take a vacation from your donor communication.

Make it Easier for Your Nonprofit and Your Donors by Keeping Things Simple

Ann Green Communications, donor engagement, donor relations, planning, writing , , , ,

Over the years, I’ve realized the importance of keeping things simple. This is even more important now during this time of chaos and uncertainty. I’m sure you’re experiencing those both professionally and personally. I often find pleasure in simple things such as taking a walk, reading (I’ve found the Thursday Murder Club series to be a nice escape right now), and doing yoga.

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 everything that’s happening in the world. You want enough information to know what’s going on, but not too much that it’s overwhelming. Also, it’s not good for your brain to multitask. 

Keeping things simple is important for your nonprofit organization, too. I know this is a tough time, especially if you’ve experienced funding cuts and your revenue is down. Maybe you’re short-staffed and struggling to get things done.

Even so, you need to continue to raise money and communicate regularly with your donors, while not taking on too much. Donors are also navigating these uncertain 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 and too much information.

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, report, 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. Suppose you send a message that includes requests for a donation, volunteers, and for people to contact their legislators. It’s likely your donors won’t respond to all of your requests and may not respond to any of them. Send separate messages for each request. 

You’ll also have better results if you send your messages to the right audience. For example, if you’re looking for volunteers for an event, reach out to past volunteers and ask them to bring a friend, as opposed to sending a message to everyone on your mailing list. This way you won’t be subjecting people to messages that may not be relevant to them.

In your fundraising appeals, don’t bury your ask. You can start with a story, followed by a clear, prominent 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. Sounds 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.

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 impact 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. Use at least a 12-point font with dark type on a light background – basic black on white is best.

Keep it simple by using conversational language

I find it annoying when I 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 smartening up by ensuring your donors will understand you. There are programs out there that can help you determine the reading level of your content. Plus, you can raise more money if your messages are easy to read.

Keep out 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 Northside Community Food Pantry. 

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.

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, clutter-free, and 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. What’s known as form abandonment can happen on other web pages, too.

If it’s a branded donation page (e.g. not a third-party site), 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.

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

How Is Your Nonprofit Doing This Year, and How You Can Make Improvements If You’re Behind In Your Goals

Ann Green Communications, donor engagement, fundraising, gratitude, planning , , , ,

It’s hard to believe we’re halfway through 2025. It’s been a tumultuous year so far, especially in the U.S. The midpoint of the year is a good time to see if you’re meeting your fundraising and communications goals. For this post, I’m assuming your fiscal year is the same as the calendar year. If you’re on a different fiscal cycle, you can make the appropriate time adjustments.

Your fundraising revenue may be down. You might have lost some federal funding, and cuts in federal funding can trickle down to the state and local levels.

Yes, we’re in an uncertain economy, but that doesn’t mean you should stop fundraising. Never stop fundraising! Donors will give if they can.

You may need to make some changes to your fundraising plan and other goals. And, if you never made a fundraising plan for this year, stop right there and put one together now and use it for the remainder of the year. Always have a plan.

Take a look at what’s working and what’s not. It will be different for every organization. If you’re doing okay, keep it up, although your circumstances could change. If you’re falling short, figure out where you need to make changes.

If you’re relying too much on grants and events, and those aren’t bringing in the revenue you need, focus more on individual giving. Many nonprofits raise the most money from individual giving. Summer is usually a less busy time for nonprofits. Take advantage of that with these suggestions to help you stay on track this year.

Start or enhance your monthly giving program

Monthly giving is doable for all sizes of nonprofit organizations, even small ones. It’s a great way to raise more money, as well as your donor retention rate. Retention rates for monthly donors are much better than other retention rates. You’ll have a steady stream of income and it may be more feasible for your donors, especially if they’re feeling pinched financially. It’s also one of the few types of fundraising that’s growing right now.

If you don’t have a monthly giving program, start one now. To get more monthly donors, send a special targeted letter to current donors inviting them to become monthly donors. This is a good opportunity to upgrade smaller dollar donors, or any donors for that matter.

Small gifts of $5 or $10 a month can make a difference. You could also get larger gifts of $10 or $20 a month. Again, this can be more appealing than giving a bigger sum all at once.

Also, do something special for your current monthly donors. Send them a thank you postcard or email. They’ve made a commitment to you – now make a commitment to them.

I’ve always been a big fan of monthly giving, even more so over the last few years. They’re one of your most committed donor groups. 

Having a strong monthly giving program is going to be a big help if you’re worried about meeting your fundraising goals.

Get in touch with your lapsed donors

This could be a good time to reach out to donors who haven’t given for a year or two. There are many reasons for that. Maybe they can’t afford to give right now. Maybe you’re doing a poor job with your donor communication. Maybe they were busy and forgot. Send them an engaging, personal appeal saying how much you’ve appreciated their support, state your need, and ask them to give a gift.

Don’t assume donors aren’t going to give right now.  Although if you hear from a donor who says they can’t give at this time, respect that. Most likely, your need is growing, and remember, many donors will help if they can. 

Look into higher levels of giving

Another advantage of monthly giving is that these donors are more likely to become mid-level and major donors. Starting a major gift program will take time, but it’s doable even for small organizations. Look into starting one soon. Organizations with strong major gift programs tend to do better financially. 

Ramp up your donor engagement

Since summer is usually a slower time for fundraising, it’s a good time to show some donor appreciation and plan for fall. Don’t disappear over the summer.

Some donors will pull back on their giving, but that doesn’t mean ghosting them. Keep engaging with them to help ensure they’ll give again, if they can. Remember the ask, thank, report, repeat formula, with a focus on thanking and reporting. 

Make improvements to your donor communication

Many nonprofits can do a better job of communicating with their donors. Are you one of them?  Look at metrics such as website visits and email open rates. I know these don’t always tell the whole story, but if you’re not seeing a lot of engagement, figure out why.

Often, it’s because your content isn’t great or it’s too long. Maybe it’s layout and design. You could also be targeting the wrong audience. Summer is a good time to make some changes. Do a marketing audit to see where you’re falling short.

It’s not too late, yet

If you’re falling behind in your goals, you still have time to do better, but you need to make an effort.

Be sure to keep evaluating your progress for the rest of the year. Remember, even if you’re doing okay now, circumstances can change. I would recommend monitoring your progress more frequently (once a month instead of once a quarter) so you can try to stay on track. You don’t want to get caught off guard. 

Keep monitoring your progress to help ensure a successful year.

Why Your Audience Needs to Understand You

Ann Green Communications, donor engagement, donor relations, donor-centered, writing , , , ,

One of the most important aspects of communication (written and verbal) is to make sure your audience understands you. There are many reasons this doesn’t happen. In nonprofit communication, organizations will overcomplicate things or use jargon and other language donors don’t understand. Some people like to show off their large vocabulary or only think about things from their perspective.

The problem is that if your audience doesn’t understand you, you can’t connect with them. You may have trouble convincing them to take action, such as making a donation.

Remember, you are not your audience and you need to keep them in mind when you communicate with them. Here’s what you need to do to make sure your audience understands you.

Write at a sixth to eighth-grade level

This is not dumbing down. You’re smartening up so you can ensure your donors will understand you.

I find it annoying if I come across a word I don’t understand and have to look it up. I have a pretty good vocabulary but wonder why the writer didn’t use a more understandable word. Some people might not bother to look something up and then won’t know what you’re trying to convey.

Maybe we’re going back to our school days when we were encouraged to use all those big vocabulary words we studied or write lengthy, complex essays.

A readability tool, such as Flesch Kincaid, can help you with this.

Go easy on the jargon

One of the biggest culprits here is using jargon. Over the last several years, we’ve seen many examples of real problems affecting real people. We’ve also seen more authenticity. Yet, some nonprofit organizations still use 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 these words 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. But the danger comes when jargon creeps outside of your insular world and into your donor communication.

Sometimes we 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 impact reports laced with cringeworthy terms such as food insecurity, at-risk youth, and underserved communities. While your donors may know what some of these terms mean, they’re vague, impersonal, and can come across as demeaning.

How to break free from your jargon

You may know you need to freshen up some of your messages but aren’t sure how to start. 

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 please 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.” Wow, that’s a mouthful! I’ve never liked the term food insecurity because it’s so impersonal. We hear this term often because it continues to be a problem and is likely to get worse. 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 or has happened. Our tutoring program works with high school students who are more likely to fail their classes, be held back, and drop out of school. Remote learning didn’t work for many of the students in our community and they’re still struggling to catch up. 
  • 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. She often feels depleted after these trips, so sometimes she skips her appointments.

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 rewrite 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.

It’s important for you to take time to break free from your jargon to ensure your donors will understand you. Write as if you’re having a conversation with a friend.

Tell a story

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

Visualize your reader 

Donor or audience personas can be useful on many levels. How much do you know about your donors? The average age of a donor is 64. That’s something to take into account. So is what drew them to your organization.

I always like to use this analogy. Imagine you’re at a family gathering and you’re explaining what your organization does to your 75-year-old Aunt Shirley, or maybe it’s Uncle Ted. Does she look confused and uninterested when you use terms like underserved and at-risk, or does he perk up and want you to tell him more when you mention you’ve been able to help homeless families move out of shelters and into their own homes?

You can go one step further and ask a friend or family member (maybe Aunt Shirley) to look at some of your messages. Remember, what’s clear to you may not be clear to others.

Always take into account who’s reading your fundraising letter or other type of communication. Most likely, your donors don’t have a medical or social services background. They also don’t have a lot of time to look up something they don’t understand. 

What they do want is a personal connection and to be able to understand you.

Connect With Your Donors by Sending Them a Postcard

Ann Green Communications, direct mail, donor engagement, donor relations, donor-centered, gratitude, impact report , , , , , ,

Some of you may remember when people sent postcards when they went on vacation, especially back in the days before email and social media. Now people are more likely to post pictures on social media, sometimes posting more than you want to see. 

We don’t use postal mail as much anymore and many nonprofits are a part of that group. This is a mistake. Direct mail is more personal and your donors are more likely to see something they receive in the mail, as opposed to any type of electronic message you send. Plus, people never get nearly as much mail as they do email and social media messages. Electronic communication is good, but communicating by mail is better.

I’m a big fan of communicating by mail and believe nonprofits should communicate by mail more often than they do. Now you might say – “But mail is too expensive. So is printing something. We have a small staff and barely have time to get anything done.” I understand all that. I know direct mail can be expensive and putting together a mailing takes more time, but it’s an investment that can help you raise more money.

One way to mail that shouldn’t cost too much is to use postcards. First, you can probably do them in house. Also, if you do it well, it’s a quick, easy way to capture your donor’s attention right away. Creating a postcard will be less expensive than something like a four-page newsletter or impact report. Donors have a lot going on and don’t want to be bombarded with too much information. 

Direct mail is a proven way to communicate and engage. I encourage you to give postcards a try. Landscaping companies, realtors, and political candidates all use postcards, and so should you. With summer coming up (yea!), it’s a great way to stay in touch, and maybe even brighten your donor’s day. Here are a few ways you can engage with your donors by using postcards.

Say thank you

Never miss an opportunity to thank your donors and a quick, easy way to show gratitude is with a postcard.

Create a postcard with a thank you photo, image, or word cloud. The best option is to create a card with enough space so you can include a handwritten note. If that’s not possible, then create one with a pre-printed message.

Let your donors know how their gifts are helping you make a difference for your clients/community and that you can’t do your work without them. 

Send a thank you postcard between one of your fundraising campaigns, so your donors know you’re thinking about them. Another idea is to send one as a warm-up before a campaign.

Ideally, you should be thanking your donors at least once a month. Many organizations don’t mail any type of thank you card, so you’ll stand out if you do.

Share an update

A postcard can be a good way to share an update with your donors. You could make an infographic to give them a quick glance at some of your progress. Some organizations use oversized postcards for their impact/annual report. 

Some infographics just show a bunch of numbers, and numbers don’t mean that much without knowing why something is important. For example, instead of just listing the number of people visiting your food pantry, let your donors know you’re seeing higher numbers because families are having trouble making ends meet since groceries are so expensive.

Other ways to use postcards

You could send a postcard wishing your donors a Happy Thanksgiving or Happy Holidays. Another option is a donor’s anniversary or their birthday, if you keep track of that.

You can also use a postcard for fundraising. While not as effective as a direct mail package (letter, reply envelope, etc.), it can be used as a heads-up for a campaign or a reminder. You could include a QR code and a website link so your donors can easily make a gift or get more information.

Postcards are good for a Save the Date for an event. You could also use one for an informal event.

What to keep in mind

Your postcard needs to capture your donor’s attention right away. It needs to be visual and not include a lot of text (but not just numbers). The text you do include needs to be engaging, conversational, and donor-centered. Examples could include Thank You, Because of you, or Look what you helped us do. Don’t be afraid to get a little creative by using shaped printing. 

Yes, communicating by mail costs more, but it can pay off if you create something more personal that your donors will see. Whether you’re saying thank you, sharing an update, or a combination of both, connect with your donors by sending them a postcard.

Why Your Nonprofit Needs to Make the Right Investments

Ann Green Communications, direct mail, donation page, donor engagement, donor retention, monthly donors, planning , , , , ,

With all the economic uncertainty right now, you may be worried about your nonprofit’s finances.

Maybe your giving has gone down and you’ve cut back on some expenses. While that’s understandable on one level, you need to be careful before you nix something you think you can’t afford. It may be something you should be investing in.

Instead of going on autopilot and saying “We can’t afford this,” think about how you can make the right investments. Stay away from the scarcity mindset. It’s often not helpful.

Here are a few areas you should invest more money in, even in a down economy. The good news is that if you do it well, these investments can 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 giving amount and politely ask them to give a little more in your next appeal – $35 or $50 instead of $25. Many organizations don’t ask their donors to upgrade their gifts and you’re leaving money on the table when you don’t do this.

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. Donor retention continues to be a huge problem. Having a good database also helps with donor engagement.

Many CRMs have built-in payment processors. If not, invest in a good one. 

Your CRM will let you 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.

If you’re worried about spending $50 to $100 a month on a CRM/database, you may be able to recoup that expense if you can ask for an upgrade and personalize your communication.

Invest in direct mail

You may not use direct mail that much. 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 at least three or four times a year, and don’t just send fundraising appeals.

Give some thought to what you send. Some ideas, besides appeal letters, include thank you letters/cards; Thanksgiving, holiday, and/or Valentine’s Day cards; infographic postcards; two-to-four-page newsletters; and impact 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. I wouldn’t recommend putting one in an impact report either, especially if you only do one a year.

Shorter is better. Lengthy communication will cost more and your donors are less likely to read it. 

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, but your primary reason for communicating that way shouldn’t be because it’s cheaper. Both direct mail and email have their place, but in many cases, direct mail is more effective. They also work well when you use them together.

Invest in monthly giving

If you don’t have a robust monthly giving program, you’re missing out on a great way to raise more money. Monthly giving is one of the few types of fundraising that has increased over the last few years. It’s good for all nonprofit organizations, but it’s especially beneficial for small nonprofits.

Monthly giving will provide you with a steady stream of revenue throughout the year. This is important during this time of economic uncertainty and funding cuts. It can also be a more feasible option for donors if they can spread out their gifts over the year.

All it takes is for someone to start giving $5.00 or $10.00 a month (hopefully more). These small gifts add up. Also, the retention rate for monthly donors is around 90%. Plus, they’re more likely to become mid-level, major, and legacy donors.

This is why having a good CRM is so important. It will help you find potential monthly donors and segment your current monthly donors so you can send them specialized donor communications. 

Don’t wait any longer to invest in this proven way to raise more money. If you already have a strong monthly giving program (kudos to you), take the next step and invest in mid-level donors and so on.

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 formula – 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. 

Of course, 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 email newsletter and other updates.

Invest in infrastrucure

We need to stop treating overhead or infrastructure as something negative. Most individual donors don’t care about overhead, anyway. However, 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. We also have to pay rent and other expenses (including a CRM, direct mail communication, etc.).

Until these funders stop worrying so much about overhead, you may want to invest some time in finding unrestricted funding sources – often those important individual gifts, such as monthly donations and mid-level/major gifts. Plus, weaning yourself off grant funding isn’t a bad idea.

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.

How to Make Your Nonprofit Messages Stand Out In a World Filled With Information

Ann Green Communications, direct mail, donor engagement, donor-centered, email, planning, writing , , , , ,

Our world is chock full of information. When I was growing up, we just had a few TV channels to choose from. Now there are countless streaming options. We also have email, the internet, and social media, just to name a few. It’s not only the volume of options, it’s also the content. And in our current climate of crisis and uncertainty, it’s information overload on steroids.

How does your nonprofit organization compete with all this? You need to communicate regularly with your donors and you need to do it well. But in this deluge of information, they might miss your messages. 

Here are a few ways you can make your messages stand out and get noticed. 

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. If you ask someone to make a donation, volunteer, and contact their legislators in the same message, they may not do any of that.

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 your primary mode of communication 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 an enormous amount of email from a variety of different sources. Political organizations and candidates here in the U.S. send a ton of email messages, especially now, and it won’t let up anytime soon. Some of the PACs send emails that are so obnoxious they give fundraising a bad name. I tend to ignore a lot of those messages and then end up missing something important. Plan a strategy to help you break through the noise. 

Plus, the average email open rate is around 20%. And, social media is often just a lot of a lot.  

You can see how easy it is for your electronic messages to get lost in the shuffle. Your donors may just tune things out, even if you have something engaging to share. 

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, someone 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 usually your best bet. This is very common for fundraising campaigns and inviting people to events, as well as including a link to your email 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. You’ll also want to send regular reminders for fundraising appeals and event invitations.

Get noticed right away

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 need 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 families move into their own homes. or THANK YOU!

Your envelope should look personal and not resemble a bill or junk mail. A few ways to make your mail stand out are to use something other than the usual white business envelope, hand address your envelope, and use stamps.

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 bursting with messages. Don’t use something boring like April e-newsletter or Donation Received. Entice them with Learn how you helped Jason learn to read or You just did something amazing today! Putting someone’s first name in the subject line can also help with open rates.

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.

Keep in mind the average human attention span is about eight seconds.

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 to 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.

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’ll be disappointed.

When you send email, make sure people know it’s coming from your organization. In the from field, put DoGood Nonprofit or Susan (Davis), DoGood Nonprofit. If you just put a person’s name, people may not know who it’s from and ignore your message, unless that person is well known to your readers. Also, don’t use info@dogoodnonprofit or even worse, no-reply@dogoodnonprofit. That just screams impersonal.

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. Measuring your email metrics will help you communicate more effectively. 

When you send email, it’s important to strike a balance between being known and being annoying. Unlike the political organizations I mentioned above, many nonprofits don’t communicate enough. Be sure to reach out anywhere between once a week and once a month. 

Don’t let this current climate of uncertainty stop you from fundraising and engaging with your donors. They want to hear from you. With all the negativity and depressing news, be a friendly factor.

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 in a world filled with information.

It’s Time to Say Goodbye to Boring Nonprofit Newsletters

Ann Green Communications, direct mail, donor engagement, donor relations, donor retention, donor-centered, email, newsletter, writing , , , , , , ,

In an ideal world, a newsletter can be a great way to engage with your donors. In the real world, that doesn’t often 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.

A newsletter is a vital part of the ask, thank report, repeat formula and you can’t just go on autopilot. The good news is that it’s possible to create a better, engaging newsletter your donors will want to read and won’t put them to sleep. Here’s what you need to do.

Think about what your donors want

You need to include content that will interest your donors. Do you think your donors would rather read an article about your CEO receiving an award or one about Tina, a single mother who is having trouble making ends meet but is grateful because, thanks to your generous donors, she can get healthy food for her family at the Westside Community food pantry? 

The answer should be obvious. Your donors want to hear about how they’re helping you make a difference for your clients/community. Before choosing content, think carefully about whether or not your donors would be interested in it. 

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

You need a print newsletter

You may opt not to do a print newsletter because it’s more 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 email newsletters. I recommend a short email newsletter once or twice a month and one to four print newsletters a year.

Donors are more likely to see any communication that comes in the mail, as opposed to the enormous volume of email most of us get.

Follow the Domain Formula, which was developed by the Domain fundraising group. A couple of things they recommend are sending your print newsletter only to donors and putting it in an envelope, not sending it as a self-mailer.

They also recommend putting a donation envelope in your print newsletter. This is a proven way to raise additional revenue and you may be able to recoup your expenses. Print newsletters are a great way to boost your retention rate, too.

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

Be sure you have a clean mailing list. If you can get rid of duplicate and undeliverable addresses, that’s another way to save a little money.

Remember, 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.

Give some thought to your email newsletter

Your print and email newsletters are separate entities. Therefore, you shouldn’t email people a PDF of your print newsletter. Use an email service provider and a newsletter template to create the best experience for your readers.

Send your email newsletter to anyone who signed up for it and only to people who signed up to receive it. This can be both donors and non-donors. It could be a good cultivation tool for future donors. Give people ample opportunities to sign up for your e-newsletter, but understand that not everyone will want to receive it.

Use an engaging subject line (something like Learn how you’re helping families find a home of their own and not April newsletter) so you can stand out in your donor’s inbox. And be sure people can read it on a mobile device. Get a little creative with your e-newsletter by including a short poll or quiz.

Share your stories

Stories are the most important part of a nonprofit newsletter (print and email). Each newsletter needs to begin with a compelling story. If you’re making a difference, you have stories to tell.

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 Westside Community Foundation will help us serve more students in our tutoring program. Many students fell behind during remote learning and are still struggling to catch up.

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 Kathy Stevens, Vice President of First National Bank, to our board. Kathy 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 Tina feed her family or Because of donors like you, X number of families have been able to get healthy food every week. This is important because so many families are struggling to make ends meet right now.

Leave out 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. If you feel you must include one of these, be sure to thank your donors. And if you’re mailing your newsletter in an envelope (recommended), do a separate letter and don’t make it part of your newsletter. 

Pour on the appreciation

Never miss an opportunity to thank your donors. You couldn’t do your work without them. 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 they’re 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 that your donors may not get to all the articles.

Short and sweet

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

Shorter, more frequent updates are often better.

Other ways to update your donors

For some of you, putting together a newsletter may be too much to take on. 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. You could also send a Donor Care Letter. 

Take time to create a great newsletter that will engage your donors and not bore them.