Communications

Welcome Your New Donors With Open Arms

Ann Green Communications, donor engagement, donor relations, donor retention, donor-centered, planning , , , , ,

Year-end fundraising is underway. I hope your campaign is going well so far. Perhaps you also participated in Giving Tuesday. The latter often brings in new donors and that’s never something you want to take for granted. 

These donors saw a need and found a connection to your cause. Or maybe they were drawn into whatever Giving Tuesday promotion you initiated, but I like to think they wanted to help you make a difference. 

Unfortunately, it’s unlikely these donors will stick with you. The retention rate for first-time donors is around 20%. We can and have to do better.

This is 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 this 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.”

Keep that 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 CRM/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. Try to send at least one welcome message by mail. Mail is always more personal and your donors will be more likely to see it.

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 and be personable. 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.

Create a series of messages, also known as a drip campaign. Set a timeline. The first sequence of messages can be sent about once a week. After that, you should continue to communicate regularly (at least once a month) and follow the ask, thank, update formula. In a few months, you could invite your new donors to give monthly. Monthly donors are committed donors.

Welcome emails have high open rates. Impress your new donors right away, so they’ll be more likely to donate again.

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. The overall donor retention rate is around 45%, so we have some work to do.

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. Remember to try to send something by mail if you can. 

Think of other ways to do something special for your new donors too, such as an open house or a tour of your facility, either in person or virtual.

Of course, don’t ignore your other donors. You could do something special when you get that all-important second gift. 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.

Show Some Appreciation to Your Donors During the Gratitude Season

Ann Green appeal letters, Communications, donor engagement, donor relations, gratitude, planning, thank you letters , , , , ,

Year-end fundraising coincides with the gratitude season, which includes Thanksgiving in the U.S. and the December holidays. This is appropriate since thanking your donors is part of the fundraising equation, even though many nonprofits don’t seem to realize this.

Now is a great opportunity to show some gratitude to your donors. You could hold a thankathon, especially if you haven’t launched your appeal yet. Traditionally, thankathons are done by phone, but you can use other channels, too.

You may be laser-focused on your year-end campaign and think you’re too busy to spend much time thanking your donors, but that’s precisely why you need to get on the thank you train. Showing some appreciation to your donors right now can help you raise more money for your year-end appeal.

You’re never too busy to thank your donors. Besides, don’t they deserve some special attention?

Showing gratitude doesn’t happen nearly as often as it should, but you need to spend just as much time thanking your donors and building relationships as you do on fundraising.

Here are a few ways to incorporate gratitude into your year-end fundraising campaign.

Say thank you in your appeal

Does your appeal thank donors for their past or potential gifts? It should. Remember, you need to be showing gratitude while you’re trying to raise money.

This is especially important around GivingTuesday and I’ll write more about that in my next post.

Wish your donors a Happy Thanksgiving

One way to show gratitude right now is to send your donors a special Thanksgiving message. A lot of nonprofits already do this. If you’re not one of them, make this the year you start. If you can send a card or postcard, that’s great, but an email message is also fine. If you use email, be sure to address the donor by name to make it more personal and send it the day before when they’ll be more likely to see it.

In a recent post about running a multichannel campaign, I suggested skipping the reminder during Thanksgiving week and pour on the gratitude instead. 

We’re still living in a time of uncertainty and your donors will appreciate a heartfelt message from you. Let them know how grateful you are to have them as part of your donor family. 

Don’t stop with Thanksgiving

Thanksgiving isn’t the only time to show some appreciation. The holidays and New Year’s are coming up soon (sooner than you think) and that’s a good opportunity, especially for those of you outside the U.S., to express gratitude. But you don’t need a holiday or other special occasion. Just thank your donors and do it often. 

Whatever you decide, DO NOT include a donation envelope or any other type of ask with your thank you message. This is known as a thask and it’s guaranteed to deflate your donor’s good feelings in an instant.

Be ready to thank your donors as soon as you receive a donation

Every single donor, no matter how much they’ve given or whether they donated online, gets a thank you card/letter mailed to them or receives a phone call.

Planning ahead will help you thank your donors as soon as possible. I’m sure you’re spending a lot of time and effort getting your fundraising appeal out. Perhaps you’ve recruited other staff or volunteers to help you.

You need to do the same thing when you thank your donors. Get your board, other staff, and volunteers to help make phone calls, write thank you notes, or include a handwritten note on a thank you letter. This is another opportunity for a thankathon.

Make thanking your donors a priority

Your donors deserve more than just the same boring, generic thank you letter. The initial thank you right after you receive a donation is important. So is the next one and the one after that and the one after that….

Thanking your donors is not something you just do after you receive a donation. You want to thank your donors at least once a month. Here are some ways you can show gratitude throughout the year.

  • Send a handwritten note.
  • Create a thank you video and share it on your website, by email, and on social media. Better yet, personalize it.
  • Send welcome packages to your new donors.
  • Invite your donors to connect with you via email and social media. Keep them updated on your success and challenges. Making all your communications donor-centered will help convey an attitude of gratitude.
  • Thank your donors in your newsletters and other updates. Emphasize that you wouldn’t be able to do the work you do without their support.
  • Hold an open house or offer tours. You can also create a virtual tour or other engaging video content to let your donors see your nonprofit up close and personal.
  • Thank your donors just because they’re great.
  • Keep thinking of other ways to thank your donors.

Create a thank you plan to help you with this.

Always choose kindness 

The world could use some more kindness right now. There’s so much going on and the divisiveness doesn’t help. As long as you’re sincere, I don’t think there’s such a thing as being too nice.

In the spirit of kindness, show some gratitude to your donors and make them feel special.

Why You Need to Segment Your Donors

Ann Green appeal letters, Communications, database, donor engagement, donor retention, fundraising, thank you letters , , , , ,

I’ve been emphasizing the importance of personalizing your communication lately. One way to do that is to segment your donors.

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 the same messages. 

I often receive generic, one-size-fits-all communication from organizations that don’t acknowledge I’m a longtime donor or recognize that I’m a monthly donor. How do you think that makes me feel?

Another benefit of segmenting your donors is it can help you raise more money. If you’ve been struggling to meet your revenue goals, that may be why.

Unfortunately, if you’re not segmenting your donors into different groups, you’re missing opportunities here –  both to connect with your donors and to raise additional revenue. 

Isn’t it time for you to start segmenting your donors? 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 CRM/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 CRM/database is worth the investment. Segmenting your donors will help you with retention, which costs less than trying to find new donors. 

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

Here are a few different types of donor groups to help get you started. Remember, investing in a good CRM/database will help you with this.

Current single gift donors

An appeal letter to current single gift donors (Monthly donors get their own appeal. More on that below.) must acknowledge their past support. You can segment donors by gift amount and use this 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 terrible. 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, and volunteering.

Then a week or so later, send them a welcome package by mail or email. Personalization is essential for new 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. That’s why the second gift is called a golden donation. Don’t blow it by ignoring this.

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 give an additional gift or upgrade their monthly gift, 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 communication targeted to monthly donors. 

Segment as much as you can

While I’ve suggested a few ways you can segment, there are many more options. You can segment by gift amount and number of years someone has been a donor. You can segment volunteers, event attendees, and non-donors. You can also use segmentation in other types of communication, such as creating a special newsletter for monthly donors (or at the very least including a cover letter for monthly donors with your newsletter) and sending handwritten notes to people on their donor anniversary.

Segmenting your donors makes a difference

We continue to face an uncertain economy. It’s possible 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 or organizations that just send generic, one-size-fits-all communication. People always appreciate a personal connection.

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

Lights, Camera, Action! 5 Tips to Engage Donors with Video

Ann Green Communications, donor engagement, donor retention, stories, video , , , ,

The right video has the power to spark an emotional connection between your nonprofit and its donors. Learn how to engage donors through video in this guide. 

By Doug Scott

Imagine a donor is searching online for charitable causes to support. With a desire to make a difference, they scroll through various nonprofit websites, reading about their missions and impact. Suddenly, something catches their eye. It’s a compelling and emotionally charged video showcasing your nonprofit’s work. Impressed by the video, they immediately sign up for your mailing list and follow you on social media.

Video has the unparalleled ability to grab people’s attention. By combining visuals, music, and storytelling techniques into one unique package, nonprofits can resonate with donors in a way that’s difficult to achieve through other mediums.

In this guide, we’ll explore five ways you can use video to engage, inspire, and leave a lasting impact on the hearts and minds of donors.

1. Film for each stage of the donor journey

The donor journey refers to the process by which individuals progress from being unaware of your nonprofit to becoming engaged and committed donors. When you know which stage of the donor journey an individual is at, you can more effectively appeal to their interests and solicit their support.

For each stage of the donor journey, you can create engaging videos:

  • Awareness stage: At this stage, donors are learning about your organization for the first time. Create compelling “Who We Are” videos that introduce them to your mission, values, and impact. 
  • Consideration stage: Here, donors are evaluating whether or not they have a connection to your cause. Produce educational videos that explain how your programs address specific issues and share success stories of those you’ve helped, emphasizing positive outcomes. 
  • Decision stage: As donors prepare to give, they need assurance that their support will make a real impact. Create testimonial videos featuring past donors that reinforce their decision to give. Have them share their experiences and the impact they have witnessed. 
  • Retention Stage: After donating, donors want to stay engaged and see the impact of their gift. Update them through video, demonstrating the progress you have made and thank donors for their contributions. Highlight upcoming projects and events to encourage ongoing involvement.

Track engagement at each of these stages to gain insight into the content that resonates with donors and adjust your communication strategies accordingly. 

2. Create a compelling story

Whether you’re creating content for donors in the awareness or retention stage, it’s important to use storytelling techniques to create an emotional connection with donors and transport them to the heart of your mission. To tell a compelling video story, follow these steps:

  1. Set the scene. Decide where your video will take place, whether that’s behind the scenes of your facility, through the communities you serve, or in front of a plain backdrop. 
  2. Showcase character development. Introduce relatable characters, such as beneficiaries, volunteers, staff members, or other donors. Share their personal challenges, aspirations, and journeys. Through their experiences, viewers can emotionally connect to the cause and the impact your organization makes.
  3. Highlight conflict and resolution. Present the challenge that your beneficiaries face. Then, showcase how your organization’s efforts and your donors’ support lead to resolution and positive change. 

Let’s explore how these elements can be translated into a campaign video. Opening with a close-up of volunteer Sarah’s passionate smile, the scene expands to show her engaging with beneficiaries at a community center. As Sarah narrates the food insecurity challenges faced by her community, she shares the transformative story of a young girl who receives free, nutritious meals due in part to the donations of generous viewers.

3. Keep it short and sweet. 

Attention spans are declining, so keep your videos short and sweet. According to Tectonic Video, the ideal length of a nonprofit video is around two to three minutes, meaning you have a small window of opportunity to grab people’s attention and get them invested in your cause. 

Write a script in advance to outline key points and ensure that the video stays focused. Make sure to read the script out loud and time it before filming to verify it’s the right length. Then, after filming, use editing tools to remove any redundant or repetitive information.

If you have more information to share, create a series of videos related to the same topic and stagger their release over a longer period of time. This will help you maintain a steady stream of engagement.

4. Include a call to action

Add a call to action to the final scene of your video to provide clear and immediate next steps for donors feeling inspired by the content. Encourage them to take specific actions, such as visiting your website to explore involvement opportunities, following you on social media for updates, or sharing the video to spread awareness. 

This can be accomplished through narration, on-screen text, and buttons. For instance, the narrator could say, “Join us in our mission to provide clean drinking water to communities in need.” Then, on-screen text could appear that says, “Visit our website to contribute to the construction and maintenance of water infrastructure,” pointing viewers to a large donation button. 

5. Share it widely 

Once you have created a compelling video, publish it on Vimeo or YouTube. Then, Double the Donation recommends sharing the content across several channels, which may include:

  • Direct mail: Include a QR code or a short URL in your direct mail materials that recipients can scan or type to access the video online. Use a compelling image from the video on the mailer to pique interest. 
  • Email: Embed the video directly in targeted email campaigns or your email newsletter for easy viewing. Craft a captivating subject line that hints at the video’s content. Then, use a short, attention-grabbing preview image that encourages recipients to click and watch. 
  • Social media: Customize the video for each platform’s specifications. For instance, videos must be vertical for Instagram Stories and square for Facebook. Write engaging captions that highlight the purpose of the video and use relevant hashtags to increase visibility. 
  • Website: Embed the video prominently on your website’s homepage and relevant landing pages, such as your donation page. For optimal performance, compress videos to reduce load time and use responsive video players that adapt to different screen sizes.

With multiple touchpoints, you can reach people on their preferred platforms and grab the attention of as many donors as possible. In turn, you’ll see higher engagement rates.

Now that you know how to engage donors with video, it’s time to create content! If you want to ensure the highest level of quality and engagement, partner with a nonprofit video production company. Their teams of experts will work alongside your nonprofit to get to know your mission, target audience, and goals, before translating these insights into a compelling video concept. Together, you can harness the power of video to leave a lasting impact on donors, one frame at a time.

Doug Scott is the Founder & CEO of Tectonic Video. He has more than 20 years of nonprofit communications experience as a filmmaker, communications director, chief marketing officer, and leader of two creative agencies for nonprofits. Doug is a global citizen having traveled to more than 50 countries. He earned his B.A. in Strategic Communications from DePaul University, and he’s a frequent guest lecturer at Stanford University on topics related to nonprofit storytelling and storytelling ethics.

The Many Forms of Nonprofit Stories

Ann Green Communications, donor engagement, donor relations, photos, stories, video, writing , , , , ,

Stories come in many forms. You can tell a story with words, pictures, and videos. I prefer written stories, but others are drawn to videos. Some people might not have the time or energy to look at anything but a photo or infographic.

Your nonprofit organization needs to share stories using all these forms. Sharing stories will help you connect with your donors.

Donors want to hear your stories

I imagine you’re not using stories as much as you should. That’s a mistake because people respond better to stories than a bunch of facts and statistics. Stories bring the work you do to life by using everyday language to create a scene.

You may be reluctant to use stories because it’s more work for your organization, but that shouldn’t stop you. Make time to come up with some engaging stories.

Your stories need to be relevant

Update your stories at least once a year. They need to take the everchanging current situations into account. How are the economy, the aftereffects of the pandemic, discrimination, climate change, etc impacting your clients/community right now?

Create a culture of storytelling

If you create a storytelling culture in your organization, you can make storytelling the norm instead of the exception.

Work with your program staff to create stories that will help you connect with your donors. Everyone needs to understand how important this is. Share stories at staff meetings and/or set up regular meetings with program staff to gather stories. 

When you put together a story, ask.

  • Why is this important?
  • Who is affected?
  • Why would your donors be interested in this story?
  • Are you using clear, everyday language (no jargon) to make sure your donors understand your story?
  • How are your donors helping you make a difference or How can your donors help you make a difference?

Client or program recipient stories are best. Remember, donors want to hear how they’re helping you make a difference for your clients/community.

Another way to find stories is to put a Share Your Story page on your website. This could be a good way to get some current, relevant stories.

Your stories aren’t about your organization

Keep in mind that your stories aren’t about your organization. Your organization may have had to make a lot of changes over the last few years to do some of the work you do, but that’s not your story. Your story is why this is important for the people/community you work with. 

Maybe you had to change the way you run your food pantry, but what’s most important is that people in your community continue to have access to healthy food. 

Make your stories personal 

Tell a story of one (person or family). Use people’s names to make your stories more personal. I realize you might run into confidentiality issues, but you can change names to protect someone’s privacy. You could also do a composite story, but don’t make up anything.

Use different stories for different types of communication

Create a story bank to help you organize all your stories. You want to use stories as much as possible. Use them in your appeals, thank you letters, newsletters, updates, impact (annual) reports, website, blog, and other types of social media. 

While you can come up with some core stories, they’ll be slightly different depending on the type of communication. 

In a fundraising appeal (all appeals should start with a story), you want to highlight a problem or need. Let’s return to the food pantry example. Here you can tell a story about Melanie, a working single mother with three kids who’s having trouble feeding her family because of rising food costs and cuts in benefits. 

In your thank you letter, you can let your donor know that because of their generous gift, Melanie can get healthy food for her family at the Eastside Community Food Pantry.

Then in your newsletter, impact report, or update, you can tell a success story that because of your generous donors, Melanie doesn’t have to worry so much about how she’ll be able to feed her family.

Tell a story in an instant with an engaging photo

You’ve probably heard the phrase a picture is worth a 1000 words. Cliche, yes, but it’s true.

You can capture your donors’ attention in an instant with an engaging photo. That doesn’t mean one of your executive director receiving an award. Use photos of your programs in action or something else that’s engaging.

Print newsletters and impact reports tend to be dominated by long-winded text. Most of your donors won’t want to read the whole thing. But if you share some engaging photos, they can get a quick glance at the impact of their gift without having to plow through a bunch of tedious text.

Photos can enhance your print communication by breaking up the narrative. You can also complement your written stories with photos. If you’re worried about mailing costs, postcards and other short pieces with photos are the way to go. You could even do a Postcard Impact/Annual Report.

If you use social media, you need to communicate several times a week. As your donors scroll through an endless number of posts, an engaging photo can stand out and get their attention.

Use photos everywhere – fundraising appeals, thank you letters/cards, newsletters, impact reports, updates, your website, and social media. Create a photo bank to help you with this.

It’s fine to use the same photos in different channels. It can help with your brand identity. Be sure to use high-quality pictures. Also, make sure your photos match your messages. If you’re writing a fundraising appeal about children who aren’t getting enough to eat every day, don’t use a picture of happy kids.

Work with your program staff to get photos and videos (more on videos below). Confidentiality issues may come up and you’ll need to get permission to use pictures of kids.

Showcase your work with a video

Videos are becoming a more popular way to connect. They can be used to show your programs in action, share an interview, give a behind-the-scenes look at your organization, or my favorite – thanking your donors. 

I would definitely recommend creating a personalized thank you video. If that’s not possible, you can make a general one.

Make your videos short and high quality. Short is key. If your video is more than a couple of minutes, your donors may not bother to watch it. 

You can use videos on your website, in an email message, on social media, and at an event.

Spiff up your statistics by using infographics

A typical impact report is loaded with statistics. You want to share these, along with your accomplishments, but you don’t want to overwhelm your donors with a lot of text.

Why not use an infographic in your impact report instead of including the usual laundry list of statistics and accomplishments? 

Infographics are also great in other types of communication such as newsletters and updates. Good visuals will enhance both your print and electronic communication.

Connect with your donors and keep them engaged by using all types of stories.

Prioritize Gratitude by Creating a Thank You Plan

Ann Green Communications, donor engagement, donor relations, donor retention, gratitude, planning, thank you letters, writing , , , , ,

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.

Donor retention continues to be a problem. 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.

This is why having a thank you plan is crucial. It’s not only important when you’re running a fundraising campaign, but also during the “between times.”

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 checkout. It should make a person feel good about giving a donation.

Open with Thank you, Kara! or You’re amazing! Using a person’s name is always good. Include an engaging photo or video and a short, easy-to-understand description of how the donation will help your clients/community.

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.

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. Again, be sure to address your donor by name.

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.

Put all the tax-deductible information at the end of your email, after you pour on the appreciation.

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. That might sound hard to do, 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. Find board members, staff, and volunteers to help you with this. Make sure to get your team together well before your next fundraising campaign so you’re ready to go when the donations come in. 

I’m a big fan of handwritten thank you cards and you’ll stand out if you can send one. I get a few of them a year and they tend to come from the same organizations, which shows you what they prioritize! These may be more feasible than making phone calls. Not everyone likes to get phone calls, but some people do. This is why it’s important to know your donors’ communication preferences (more on that below).

Here’s a sample thank you note that could also be used as a phone script.

Dear Jason,

You’re amazing! Thanks to your generous donation of $50, we can continue to provide neighborhood families with healthy food. This is great. We’re seeing more people come in right now because of rising food costs and cuts in benefits.

We really appreciate your support over the last four years.

Sincerely,

Lisa Barnes

Board Member, Eastside Community Food Pantry

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, take 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 incredible or Because of you, the Miller family can finally move into their own home. Create separate letters for new donors (new donors should also get a welcome package), renewing donors, and monthly donors. Be sure it’s personalized and include at least one photo.

It doesn’t need to look like a form letter. You could use a different format, such as a postcard. For a thank you right after a gift, I would put a postcard in an envelope. You can send stand-alone postcards at other times of the year.

Your thank you should be all about thanking the donor – no bragging, no explaining what you do, no asking – just thanking.

You can 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.

Just like with fundraising appeals, your envelope matters. Use something besides a white #10 envelope. It shouldn’t look like a bill or junk mail. Keep thinking about making it personal. Hand address the envelopes if possible or print directly on them. Use stamps, if you can. I recommend investing in Thank You stamps.

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. Timeliness is important, and so is quality.

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, on 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 on your success and challenges. 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 their support.
  • Create a thank you video and share it on your thank you landing page, by email, and on social media. Go one step further and personalize it. 
  • Reach out to your donors on the anniversary of their giving (not your organization’s anniversary). Don’t overlook your dedicated, long-time donors.
  • 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.
  • Hold an open house or offer tours. You could also create a virtual tour or a behind-the-scenes look at your organization.
  • Keep thinking of other ways to thank your donors. You can repeat some of the ones listed above over the year.

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. 

I recommend surveying your donors to find out their communication preferences. What do they like – mail, email, phone, text, social media, video, or a combination of those?  Find out their interests, too. 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, so don’t hold back on that always-important gratitude.

What is a Call-to-Action? A Quick Guide for Nonprofits

Ann Green Communications, donation page, donor engagement, fundraising, website , , , ,

A well-worded call-to-action (CTA) can encourage your nonprofit supporters to engage with your cause in a myriad of ways. Learn more about CTAs in this guide!

By Ira Horowitz

Your nonprofit exists because you’re seeking to enact positive change in your community, whether that means tutoring at-risk high school students, cleaning local beaches, or providing meals to unhoused people. 

However, you can’t do it alone—you need your supporters to help you make that positive change happen. This means you have to not only inspire your supporters by informing them about your cause and opportunities to get involved, but also explicitly ask them to take action. 

That’s where calls-to-action (CTAs) come in. By incorporating well-worded and carefully-designed CTAs into your marketing materials, you can encourage your supporters to take the necessary steps to put their passion for your cause into action, whether you want them to donate, volunteer, attend an event, or simply learn more about your organization. 

Let’s take a deep dive into the specifics of CTAs to help you get started! 

Calls-to-Action (CTAs): An Overview

A call-to-action (CTA) is a short statement or phrase that compels someone to take a specific action. Here are some examples of everyday situations in which we’re compelled to take action thanks to a CTA: 

  • In social media posts: “Follow us,” “Click the link in our bio,” “Comment below” 
  • In TV commercials: “Visit our store,” “See it in theaters this Friday,” “Talk to your doctor today about…” 
  • On mobile apps: “Download now,” “Try for free,” “Upgrade to premium” 
  • On billboards: “Call now for a free quote,” “Book your vacation now,” “Take the next exit to…” 
  • On websites: “Sign into your account,” “Find a store,” “Learn more about us” 
  • In emails: “Register for our upcoming event,” “Shop this exclusive sale,” “Learn more”  

Recognizing the everyday places where you’re called to action can help you determine how you can better leverage CTAs for your nonprofit. For example, as you get better at identifying CTAs, you might find you could do a better job of writing CTAs in your Google Ads copy, on your donation form, or in your spoken presentations. 

4 Forms CTAs Can Take Online

Depending on the medium they’re presented in, CTAs can take different forms. While you may include CTAs on physical marketing materials (such as posters or direct mailings) or tap into channels like TV or radio, your online assets (such as your website) will likely be where you focus on driving action and engagement among your community of supporters. 

Here are some of the most popular types of online CTAs to keep in mind: 

  • Buttons: A button CTA is a clickable button with CTA text on your website, such as “Donate now” or “Login to your account.” 
  • Text: Sometimes a CTA can easily be woven into website page copy, linking to a resource for taking action or simply inspiring action. Here’s an example: To learn more about our mission, visit our “About Us” page.” In this case, you could add a link to the words “visit our ‘About Us’ page.” 
  • Pop-up CTAs: Although website pop-ups are controversial, they can be effective when used sparingly. For example, you might use a pop-up on your website that has a CTA to encourage visitors who have been on the site for a certain amount of time to subscribe to your email newsletter. 
  • Image CTAs: Similar to button CTAs, image CTAs are images that have CTA text and a link to whatever action page you’re trying to get your website visitors to check out. 

It’s up to you to determine which type of CTA will work best in your online marketing materials. Start by deciding which action you want your supporters to take and how you want to communicate that action. 

For example, you might want to encourage website visitors to donate through your online donation page. To do so, you could include a button CTA on your website’s homepage that says “Give Now” and links to the donation page. On the donation page, you could feature an eye-catching image of your beneficiaries and a paragraph explaining why donations help make your work possible. Then, you could end the paragraph with one last inspiring call-to-action sentence that says, “Donate today to help us change more lives for the better.” 

While you don’t want to overwhelm your supporters with too many CTAs, having multiple touchpoints like this on the journey to a completed action can encourage potential supporters to follow through and make a move!

How to Create Effective CTAs

No matter the type of CTA you end up using, there are some universal best practices for making your CTAs as effective as possible: 

Use strategic wording.

Choose the words for your CTAs with care so you can catch your supporters’ attention. Start with an action verb like join, sign up, discover, explore, donate, give, register, or shop. You should also choose words that instill a sense of urgency in your audience such as now, today, limited time, or exclusive. 

Example: “Donate today to save more sea turtles” is a much more effective CTA than a generic “Donate.” 

Make it brief.

When creating a CTA, get to the point by using only a few words. This will help you clearly communicate what you need your supporters to do. Plus, keeping your CTAs short ensures that you leave no room for misunderstanding. 

Example: “Register today for our bikeathon on July 11” will likely encourage more event registrations than “We are hosting a bikeathon soon and hope to see you there as a participant or volunteer. Please visit our registration page to get started.”   

Make careful placement decisions.

Where you put your CTAs on your website matters. After all, you need to ensure that they stand out from your other content and resources so they’re easy to see and click on. 

Example: You decide to put your “Donate Now to End Cancer” button in your static menu at the top of your web pages instead of at the bottom so it’s always visible no matter where your visitors go on your website.  

Pay attention to the visual design.

According to Cornershop Creative, color and specific styling are essential to creating a great CTA. Your designs should be eye-catching and consistent with the branding and style of your website. 

Example: You create an image CTA to encourage more people to sign up to foster shelter animals. You use your organization’s brand colors—red, white, and purple—and include an image of a shelter animal that is currently part of your foster program. 

Test and optimize.

As you begin adding CTAs to your website and other marketing materials, it may be helpful to test out different versions. Try asking a small group of your team members to identify what wording, visual look, and placements they think will be most effective for encouraging people to act. You can formalize this process using A/B testing.

Additionally, on your website, pay attention to how well your CTAs help boost conversions on your most important action pages, like your donation page or event registration page. You can monitor conversions with Google Analytics and use the insights you gather to improve your CTAs.

3 Examples of Eye-Catching CTAs

Still need some inspiration for creating a great nonprofit CTA? Check out these three examples of CTAs your organization can emulate. 

1. American Cancer Society 

The CTAs on the American Cancer Society website are brief and clear, encouraging visitors to act quickly. 

The American Cancer Society homepage features a few CTAs without overwhelming its website visitors. Here are a couple of standout CTA moves that inspired us: 

  • The “Donate” button in the top right corner is bright red and features the image of a heart, which helps it stand out and emphasizes the difference a donation can make to those whose lives have been affected by cancer. 
  • The “Learn About Screening” CTA in the center of the screen is paired with an image of real people and language that encourages authenticity and getting a screening to stay healthy.

2. American Society for the Prevention of Cruelty to Animals

The CTAs on the ASPCA website have bright colors, emotionally-evocative images, and prominent placement to help encourage action. 

ASPCA does an excellent job of making its CTA buttons stand out with bright orange coloring and bold white text. The text and pictures that accompany the buttons on its rotating banner image also pull at your heartstrings and encourage you to give. 

In particular, the phrase “63¢ a Day Can Help Her Survive” not only implores website visitors to contribute a donation but also highlights how easy it is to make a difference to an animal in need. 

3. Save the Children 

The CTA on the Save the Children homepage is brief and encourages urgent action. 

The Save the Children website reserves the color red for its most important website elements—its logo and CTA buttons, helping them stand out against a white and gray background. Here are a few other reasons we love their CTAs: 

  • The phrase “For many kids living in poverty, summer isn’t fair” is effective in evoking emotion in website visitors.
  • This main button CTA is paired with an image of a child, emphasizing the human aspect of the organization’s mission.
  • Save the Children uses the word “now” to instill urgency in its website visitors, encouraging them to give right away.

CTAs are small additions that can make a big difference for your nonprofit. Use these examples and tips to start creating (or fine-tuning) your organization’s CTAs and pulling in more support for your mission. 

And, if you need the help of an expert, invest in a web design partner that can help you with everything from designing your website to crafting CTAs and beyond! 

With 15 years of experience, Ira Horowitz is an expert in nonprofit online communications and online fundraising. His work has resulted in increased funds and resounding supporter engagement for hundreds of organizations.

Ira oversees Cornershop Creative’s project management team and works with clients to provide them with the best possible final product. He also manages all of their strategic engagements and helps guide nonprofits to determine their long-term strategy goals for online communications.

Don’t Wait Too Long to Start Planning Your Year-End Fundraising Campaign

Ann Green appeal letters, Communications, database, direct mail, donor-centered, fundraising, planning, stories, thank you letters, writing , , , , , , ,

It’s hard to think about fall when it’s been so hot in many parts of the United States and Europe, but September will be here before you know it.

Even though it might be sweltering outside, now is a good time to start planning your year-end fundraising campaign, hopefully in an air-conditioned space. If you’re behind in your revenue goals, you may want to launch it earlier than you have in the past. 

I’ve put together a checklist to help you get started. You can also use this for fundraising campaigns at other times of the year.

How much money do you need to raise?

You may have already set a goal for your year-end campaign in your 2023 fundraising plan (at least I hope you did) and maybe that has changed. 

You must determine how much money you need to raise before you start your campaign and raising as much as we can is not a goal.

Do you have a campaign plan?

Put together a plan for your campaign that includes a timeline, task list, and the different channels you’ll use. Make it as detailed as possible.

When do you want to launch your appeal? Plan on everything taking longer than you think it will, so earlier is better. Keep in mind you’ll be competing with many other organizations who are doing appeals. 

I strongly encourage you to mail an appeal letter. Direct mail appeals are more successful. You can also send an email appeal and follow up with email, as well. 

Maybe you want to send your appeal letters the first week in November. Maybe it’s better to send them in October. Whenever it is, make your goal to have the letters done at least a week before that. Work backwards to figure out how you can get to your proposed send date.

Also, how are you mailing your appeal? Do you use a mail house or get staff and volunteers together to stuff envelopes? Either way, plan ahead, so you’re not scrambling at the last minute.

Do you have a good story and photo to share?

If you’ve been using the same boring, generic appeal letter template for the last few years, it’s time for a refresh. It’s a good idea to revise your templates at least once a year. Our world has changed a lot in the last three years and you need to take that into account.

A good way to start is to create an engaging story for your appeal. Even though the public health emergency is over, COVID is still a part of our lives. Are your clients/community feeling the aftereffects of the pandemic? Are they facing economic challenges? Focus on them, not your organization. Each year is different and this is why you need new stories.  

You’ll want some good photos for your letter and donation page, too. Quotes from clients will also enhance your appeal.

How can your donors help you make a difference?

Your appeal letter should focus on a need and let your donors know how they can help you make a difference. You might want to start by creating a brief and an outline.

You may be seeing more people at your food pantry because of rising food costs and cuts in benefits. Maybe your clients are struggling to find affordable housing.

You can also highlight some of the accomplishments you’ve made recently and state what you would like to do in the coming year, although these are usually more appropriate for a newsletter or impact report. 

One way to frame this is to describe a situation such as this. You run a tutoring program in your community and work with students who are falling behind in school. You can describe how thanks to your generous donors, your one-to-one tutoring program has helped students get better grades and are now less likely to be held back a year. You want to keep that going and serve more students.

Remember to focus on your clients/community and don’t brag about your organization.

Are your mailing lists in good shape?

Make sure your mailing lists are up-to-date. Check for duplicate addresses and typos. Your donors don’t want to receive three letters at the same time or have their names misspelled. Take a little time to do some data hygiene. Give your email list some attention, too.

Also, now is a good time to segment your mailing lists – current donors, monthly donors, lapsed donors, event attendees, etc. This is so important. Your current donors are your best source of donations. You should have more success if you can personalize your appeal letters. Acknowledge if someone has donated in the past or is a monthly donor. Donors like it when you recognize them for who they are.

Do you have enough letterhead, envelopes, and stamps?

Don’t wait until September or October to check your supply of letterhead and envelopes. Make sure you have enough. 

Speaking of envelopes, something besides the standard white business envelope can improve your response rate. Think about using an oversized, colored, or embellished envelope. If that’s not possible, don’t use a window envelope because it resembles a bill. A general rule is you don’t want any of your direct mail pieces to look like a bill or junk mail.

Even though many people donate online, you want to make it easy for donors who prefer to mail a check. Include a pledge envelope or a return envelope and a preprinted form with the donor’s contact information and the amount of their last gift.

Stamps are more personal, so you might want to find some nice ones to use. 

Is it easy to donate online?

Be sure your donation page is user-friendly and consistent with your other fundraising materials. Using a branded donation page and not a third-party site is best. Highlight your year-end appeal on your homepage and include a prominent Donate Now button.

One way to ensure a good experience is to have someone on your staff or, even better, someone outside of your organization make a donation on your website. If they want to tear their hair out, you have some work to do.

Do you offer a monthly or recurring giving option?

I’m a huge fan of monthly giving. It’s a win-win for your organization. You can raise more money, boost your retention rate, receive a steady stream of revenue, and allow your donors to spread out their gifts.

If you don’t have a monthly giving program or have a small one, don’t wait any longer to start one or grow the one you have. Be sure to highlight it as a giving option.

Do you want to find a major funder who will give a matching gift?

One way to raise additional revenue is to find a major funder to match a portion or all of what you raise in your year-end appeal. If you want to go down this route, now would be a good time to reach out to these potential funders.

How will you thank your donors?

Spend as much time on your thank you letter/note as you do on your appeal letter and write them at the same time. And if it’s been a while since you’ve freshened up your thank you templates, you know what you need to do. It’s so important to thank your donors, and thank them well, as soon as you receive their gifts, so have a thank you letter/note ready to go.

Handwritten notes and phone calls are much better than a preprinted letter. Create or buy some thank you cards and start recruiting board members and volunteers to make thank you calls or write notes. 

You’ll want to put together a welcome plan for your new donors and that also needs to be ready to roll after the donations come in.

How will you keep up with your donor communication?

Even though you’ll be busy with your appeal, you want to ramp up your donor communication this fall. Keep engaging your donors and other supporters (who may become donors) by sharing updates and gratitude. Pour on the appreciation! 

Send at least one warm-up letter or email. You could create a thank you video or a video that gives a behind-the-scenes look at your organization. Maybe you could hold an open house or offer tours. Just don’t disappear until appeal time.

Yes, we’re still in a period of economic uncertainty. Some donors may not give as much or at all, but others will give more. They won’t give anything if you don’t ask.

There’s still plenty of time to go to the beach and get ice cream, but right now find that air-conditioned space and start planning your year-end campaign.

Best of luck!

Photo by CreditDebitPro

Rise Above Mediocrity With the 5 C’s of Good Nonprofit Communication

Ann Green Communications, donor engagement, donor relations, fundraising, thank you letters, writing , , , , ,

Unfortunately, a lot of nonprofit communication is not that great. Something that can help is the 5 C’s. 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 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). Keep out 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, cliches, 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. 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.

Rise above mediocrity and keep these 5 C’s in mind to help ensure good communication with your donors.

Time for a Mid-Year Check In

Ann Green Communications, fundraising, planning , ,

It’s hard to believe we’re halfway through 2023, isn’t it? The midpoint of the year is always 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.

In this continuous time of uncertainty, your fundraising may be down. Yes, we’re seeing inflation and a possible recession, 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. Don’t fly blind.

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. 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 are not bringing in the revenue you need, focus more on individual giving. Many nonprofits raise the most money from individual giving. Here are a few other 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.

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.

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 are one of your most committed donor groups. 

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

My last post was all about how you can engage with your donors this summer. The summer is usually a slower time for fundraising, but it’s a good time to show some donor appreciation and plan for fall.

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.

Make improvements to your donor communication

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.

It’s not too late, yet

If you’re falling short of your goals, you still have time to do better, but you have to make an effort.

Be sure to keep evaluating your progress for the rest of the year. Even if you’re doing okay now, circumstances can change. You may want to monitor 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.