The Importance of Having a Multichannel Fundraising Campaign

Year-end fundraising season is starting to gear up. I just returned from a short vacation and came home to a mailbox that included a bunch of appeal letters, and this is just the beginning.

Speaking of appeal letters, you should plan to send one by mail. I know email is easier and less expensive, but people respond better to mail and it’s well worth the investment. 

However, if you just send one fundraising letter and wait for the donations to come in, prepare to be disappointed. Your donors have a lot going on and may put your letter aside to handle later, and then never get to it.

Of course, you can also send email appeals, but you’ll need to plan to send more than one appeal due to the enormous volume of email people receive. Some donors will respond to the first appeal, but most are going to need a few reminders.

Your fundraising campaign will be more effective if you use a combination of mail, email, social media, and phone calls. Some donors may respond to your direct mail piece but will donate online. Others will see your email message but prefer to send a check.

You’ll have a lot of competition since you’re not the only organization seeking year-end donations. Most nonprofits rely on year-end for the bulk of their fundraising. Plus, donors may be overwhelmed with everything that’s going on in the world, but they still want to help.

This is why you need a multichannel fundraising campaign with a series of asks.

BEFORE YOU START

Clean up your mailing lists/database

If you haven’t already done this, clean up and organize your mailing lists/database. Do you have both postal and email addresses for all your donors? Be sure to segment your donors into different groups (current, monthly, etc), as well.

5 Data Hygiene Methods for Your Nonprofit

Make it easy to donate online

You must have a donation page that’s engaging and easy to use on all platforms, including mobile. Test all links in email messages and social media posts. The last thing you want is a donor contacting you about a broken link or have to hunt around on your website for a link to your donation page.

When you’re ready to launch your campaign, include a blurb on your homepage that says your appeal is underway. Make sure your donate button is in a prominent place.

Which channels do your donors use?

Don’t spend a lot of time on channels your donors aren’t using. Figure out in advance where you want to focus your efforts.

SAMPLE SCHEDULE AND STRATEGY

Come up with a schedule of when the appeals will go out. I’ve created a sample schedule below. Of course, you can adjust the time frame as needed and use this for campaigns at other times of the year. 

That said, I do recommend starting your year-end campaign sooner than later. Remember, you’re not the only game in town. If you’ve already mailed your appeal, you can start planning your reminders.

Also, if you haven’t already done this, you could send your donors a warm-up letter or email before you launch your campaign.

October 27

Give your supporters a heads up by email and social media. Let them know your year-end appeal is underway and they should receive a letter from you soon, provided you have their mailing address. Encourage them to donate online right now. This means your donation page needs to be in great shape.

Keep in mind that the fact your year-end appeal is going on will matter to some donors and not to others. Use an enticing subject line such as How you can help local families put food on the table.  

Make sure it’s obvious your message is coming from your organization so you have a better chance of getting it opened. 

Week of November 1

Mail your appeal letters.

Week of November 8

Start sending follow-up reminders via email and social media. Weekly reminders are a proven way to help you raise more money. If possible, don’t send reminders to people who have already donated. Otherwise, be sure to thank your recent donors. You can even phrase your reminders as more of a thank you or an update.

Thank you so much to all of you who donated to our year-end appeal. We’re well on our way to our goal of moving into a larger facility. This is crucial. We’re still seeing more people coming into the food bank and can barely function in our current location.

If you haven’t donated yet, please help us out today by visiting our website (include a link to your donation page) or sending us a check (provide address).

Week of November 15

Send another round of reminders.

Week of November 22

Send a reminder, along with a Happy Thanksgiving message. Or skip the reminder and make this week all about gratitude.

Week of November 29 

November 30 is #GivingTuesday so you could tie that into a reminder message. You may already have a campaign planned.

Your donors’ inboxes will be bursting at the seams on #GivingTuesday and your messages can easily get lost in the chaos. Make your messages stand out and remember to show some gratitude, too. 

How to Make Your Nonprofit Messages Stand Out

Also, not all of your donors will care that it’s #GivingTuesday. Focus on how they can help you make a difference.

Make sure your reminders don’t look like spam. And, keep it positive. Don’t make your donors feel bad because they haven’t donated yet.

Week of December 6

Start making reminder calls, along with sending electronic messages. If time is an issue, you could just call people who have donated before. That’s probably most effective. Leaving a voice mail message is fine. 

It’s a busy time of the year and your donors may need a gentle prompt.

The rest of December and beyond

Keep sending reminders throughout December. It’s tricky because you want to get your messages across without being annoying. This is another reason why you should only send reminders to people who haven’t donated yet.

Be sure to keep up with your donor communication (newsletter and other updates). You don’t want the only messages your donors receive to be fundraising appeals. December is also a great time to show some #donorlove and send holiday greetings.

The end of December is the busiest time of this already busy fundraising season. Send a reminder email on December 29th, 30th, and 31st. This is also proven to be an effective strategy. And, it’s especially relevant if your fiscal year ends on December 31 or your donor wants to give before the end of the calendar year.

Even though you’re trying to raise money, don’t forget about building relationships, too. That’s just as important.

Look to see who hasn’t contributed yet. Concentrate on people who are most likely to donate, such as past donors. You may need to send another letter or a reminder postcard to donors who don’t use electronic communication. The more you can personalize, the better.

You can continue following up in the New Year when donors aren’t as busy.

Once is not enough. Your fundraising campaign will be more successful with multiple asks and by using multiple channels. Good luck!

Direct Mail in a Multi-Channel Fundraising Strategy

A Roadmap to Multichannel Marketing For Nonprofits

12 Year-End Fundraising Email Examples to Add to Your Campaign

Make This the Year You Segment Your Donors

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

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

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

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

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

When you’re too big to succeed

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

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

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

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

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

Current single gift donors

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

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

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

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

Potential/new single gift donors

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

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

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

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

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

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

New monthly donors

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

Current monthly donors

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

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

Current donors who become monthly donors

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

Segmenting your donors makes a difference

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

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

Here’s more information about segmenting your donors.

How to Segment Your Donors

Donor Segmentation: The Ultimate Guide for Nonprofits

4 Smart Donor Segmentation Strategies for Nonprofits

KEY DONOR SEGMENTS FOR A BETTER YEAR-END APPEAL

5 Data Hygiene Methods for Your Nonprofit

Is your nonprofit database starting to look like a library without a librarian? Use these 5 tips to clean it up and establish better hygiene practices. 

By Gabrielle Perham

Your nonprofit’s donor database is like a library. When a librarian is present, the library stays clean and orderly, with everything in the right place so visitors can quickly find what they’re looking for. Without a librarian, the system falls apart — you’ve got books everywhere, it takes visitors hours to find what they’re looking for, and no one’s getting the information they need!

The same thing can happen to your nonprofit’s donor database. If your nonprofit has operated for many years, you may have gone through different iterations of your data input procedures. Now, your database looks like a library with several different coding systems. If this sounds familiar, you’ll want to set aside time to do some cleaning and establish better data hygiene practices. 

As AccuData Integrated Marketing’s data hygiene guide explains, data hygiene is important for businesses because “dirty” data leads to inefficiencies in tracking leads, marketing missteps, and the inability to personalize outreach materials. The same concerns apply to nonprofits seeking to connect with supporters to increase engagement and boost donations. 

To clean up your nonprofit database, here are five data hygiene steps to take: 

  1. Conduct an audit of your nonprofit database. 
  2. Remove unnecessary or harmful information.
  3. Take a closer look at the data you have left. 
  4. Standardize processes for ongoing maintenance.
  5. Bring an expert on board to help. 

Conducting a little data cleaning now will put you on the road to better donor engagement. You’ll have greater confidence that you’re communicating with real people who are excited to hear your message. Let’s take a closer look at each step!

1. Conduct an audit of your nonprofit database.

To start the process of cleaning up your database, first assess the current state of your data. With an audit, you can conduct an official review of your database to understand which areas contain the highest number of inaccuracies, what information is missing, and where there are gaps in your data. Recharity’s guide to data hygiene best practices explains that an audit provides a “high-level overview of your database’s health.” 

To conduct a database audit:

  1. Identify problems you’re facing regarding data collection. What are the main issues your organization is facing that impede proper data collection? What are you looking to get out of the audit process? Identify these problems and goals up front so you can keep them in mind as you move through the rest of the audit process. 
  2. Pinpoint unhelpful information. Some of your data points (pieces of information) are probably inaccurate, outdated, or completely incorrect. Make note of these points because this information is more harmful than helpful. 
  3. Identify inconsistencies. Over the years, your team has probably gone through several different data input procedures, leading to different ways of uploading names, addresses, dates, and other types of information. Even if your process has stayed the same, there’s always the human error factor that can lead to variability. Use your audit to note any inconsistencies that have occurred. 
  4. Share the findings with your team. After the audit is complete, ensure all stakeholders (such as your board members and development director) are aware of the findings and on board with moving to the next steps of the data hygiene process. 

After reviewing your database from a bird’s-eye view, you’ll have a better idea of where you stand. This allows you to create a more accurate timeline and action plan for correcting irregularities and establishing better data procedures moving forward. Your nonprofit may even consider using an external source to audit your database, such as AlumniFinder’s free Data Quality Report, which provides a free analysis of the contact names, phone numbers, postal and email addresses, and dates of birth in your database.

2. Remove unnecessary or harmful information.

The audit process will reveal any information in your database that is irrelevant or extraneous. You don’t want to waste time and money sending marketing materials and messages to those who don’t want or aren’t able to engage with the information. Plus, you shouldn’t overload your database with useless information. 

Examples of these unusable data points include:

  • People on do not call lists: People who wish to opt out of telemarketing calls register with the National Do Not Call Registry. Businesses cannot call those who are listed on the registry. Nonprofits are generally exempt from these regulations, but if you partner with a commercial telemarketing company, you will have to comply with these guidelines. If this is the case for you, be sure to frequently scrub your call lists according to the registry. 
  • People on do not mail lists: Similarly, consumers who wish to not receive mail and emails from businesses can register with the Direct Marketing Association (DMA) website, DMAchoice. If you work with a direct mail provider, keep an eye out for those who have registered for this service and respect their wishes. 
  • Minors: Remove names of minors (those under 18) from your database. If you conduct direct marketing to children, you can be fined by the Federal Trade Commission (FTC). 
  • Incarcerated individuals: Those who are currently within the prison system cannot respond to marketing materials. Remove the names of those currently held within federal and state prisons, county correctional facilities, and jails. 
  • Deceased persons: Remove any information about people who are now deceased. This helps prevent sending unwanted marketing materials to their family members. 

When you eliminate this extraneous information, you’re left with a database that contains only information about those who are interested in hearing from you and able to respond to your messages. If you don’t know exactly where to start on a process like this, data hygiene providers, such as AccuData Integrated Marketing, can assist you with removing these types of records from your database or suppressing them from your direct marketing efforts.

In future data-gathering efforts, remember that more data isn’t necessarily better. It’s more important to focus on gathering high-quality information that will help you get in touch with interested audience members. 

3. Take a closer look at the data you have left. 

After you’ve eliminated unwanted information, assess your remaining data with a magnifying glass. Getting the small details right could be the difference between conducting a successful marketing campaign or wasting your marketing dollars on sending materials with inaccurate names, physical addresses, phone numbers, or email addresses. 

In particular, it’s important to assess and correct the database errors you identified during the audit stage. Ensure your records are clean by:

  • Eliminating duplicate entries: Perhaps you accidentally recorded information on the same donor twice, inputting a slightly different spelling of their name. Or, maybe a certain donor changed their name, and now you have two separate entries for the same individual. Verify the correct entry and eliminate any copies that might have popped up over the years. 
  • Standardizing mailing addresses: For instance, are some addresses written out with the full spelling of “Street” while others just have the abbreviation “St.?” Do some addresses use the standard five-digit postal code, while others use the ZIP+4 code? Take this opportunity to standardize all mailing addresses.
  • Verifying email addresses: Scrub your email addresses to ensure all remaining addresses are real and active. This helps increase your email engagement rate and allows you to save time and resources by only sending newsletters and other messages to correct, active email addresses. 
  • Ensuring numbers and abbreviations are standardized: Besides just mailing addresses, you’ll want to make sure any numbers or abbreviations your team uses are standardized. This includes titles, ages, and any code words your team uses to categorize donors or prospects. 

Taking a fine-tooth comb to your data helps correct small inconsistencies that can add up to large issues. Your team will have more confidence in your marketing strategy moving forward. Remember, data hygiene companies can assist with these processes too.

Plus, this adjustment process will also give you an idea of areas where you can enhance your database. Using a process like data append, you can add missing information to donor records for a more complete picture of your donor base. This information may include adding accurate phone numbers, email addresses, employment status, net worth, or details about philanthropic involvement. 

For example, let’s say you’re looking to identify prospective major donors. You can use a data append to add information about a certain donor’s history of charitable giving to determine their affinity to give your cause and their ability to contribute a larger gift. This will give you a better idea of potential donors who are most likely to become major donors. 

As you can see, cleaning your data can open a new world of possibilities to enhance your marketing efforts and target a more specific audience. 

4. Standardize processes for ongoing maintenance.

To save yourself time and hassle in the future, it’s better to adopt continuous data hygiene practices than conduct occasional major cleanses. Set your team up for future success by creating an ongoing process for standardized data entry and maintenance. This includes: 

  • Standardizing data input practices. Outline the rules for team members to follow when they input new information into your nonprofit database. This includes procedures for inputting names, phone numbers, physical and email addresses, employment information, and all other relevant data points. 
  • Creating a data training process for staff members. Create a shared document that includes all the details team members need to use the database effectively. Review the process in a meeting or training seminar so everyone’s on the same page. 
  • Defining rules for handling errors. Mistakes are inevitable, but how will you correct them when they occur? Define this process and include it within your data input process documentation. 
  • Streamlining your donor-facing forms (like your newsletter sign-up page or online donation form) to only ask for essential information. This helps prevent the buildup of unnecessary or harmful data that clogs your database. By asking for only essential information, you can reduce the amount of extraneous information in your database. 

These regulations don’t have to be set in stone. Check in with your team and review your database frequently to ensure all new measures are effective and make adjustments as necessary. By creating a centralized, uniform process up front, you’ll have a strong framework from which to make changes or updates as needed. 

5. Bring an expert on board to help. 

Establishing good data hygiene practices can be challenging, especially if your database isn’t in good shape to start with. Whether you’re an in-house marketing specialist for a nonprofit or an external marketer who’s been hired by a nonprofit, you may not have all the expertise needed to take a deep dive into the data review process. 

If this is the case for you, it’s helpful to bring an expert on board to help you out. 

Professionals that specialize in data hygiene can help set your team up with a concrete plan for future data management practices. 

According to this blog post, database marketing specialists can assist with all of the processes above, plus provide services such as: 

  • Merge and purge: Identifying and combining or eliminating duplicate records in your database. 
  • File conversion: Converting files into useful formats according to your organization’s needs. 
  • A/B splits: Segmenting your data into groups to determine which marketing strategies are most effective. 
  • Parsing: Splitting up the elements of one record into separate fields in your database. 

These are all advanced services that take a deep dive into your database and configure it based on your needs. Beyond just data hygiene services, data marketing firms also conduct data enhancement, audience building, targeted digital marketing, and other long-term marketing efforts, leaving you with a stronger framework for future campaigns. 


By thoroughly cleaning your database and establishing standardized maintenance procedures, you can focus less on dealing with the effects of dirty data and more on making your marketing message stand out. Remember, a database marketing service provider might offer the push you need to carry out the data cleaning process more successfully. Good luck!

Gabrielle Perham is the Director of Marketing for AccuData Integrated Marketing. She joined the organization in 2017 and possesses more than 15 years of experience in strategic marketing, branding, communications, and digital marketing. She earned a B.S. in Marketing and an M.B.A in Marketing Management from the University of Tampa.

4 Cybersecurity Best Practices for Community Nonprofits

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

By Jay Love

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

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

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

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

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

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

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

1. Ensure Secure Password Policies

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

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

Encourage staff members to use password best practices such as: 

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

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

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

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

2. Pay Attention to Security News

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

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

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

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

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

3. Update Your Apps Frequently 

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

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

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

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

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

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

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

4. Educate Your Staff Members

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

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

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

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

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

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

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


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

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

Make Time for Some Spring Cleaning

Spring is officially here and depending on where you live, it may or may not feel like it. Here in Boston, we’re starting to see the beginning of warmer weather.

I’ve been hearing a lot about spring cleaning lately. I know, groan. Some people took on a bunch of cleaning and decluttering projects during the pandemic. I wasn’t one of them. It was too much to deal with, although I did shred two years of financial documents recently. 

I know I should do more. As much as I dislike cleaning and organizing, I’m happy once it gets done. Often getting started is the hardest part.

Your nonprofit organization may have put off some version of your own spring cleaning and decluttering. You were just trying to run your organization during a tumultuous year.

Make time to take on these so-called cumbersome tasks. Just think how happy you’ll be once you tackle them. You’ll also make some much-needed improvements to your infrastructure and donor communication.

Here are a few suggestions to help you get started.

Clean up your mailing lists and database

Has it been a while since you’ve updated your mailing lists? Did you have an influx of address changes, returned mail, and bounced emails after you sent your year-end appeal? This is a good time to clean up and update both your direct mail and email mailing lists.

Don’t wait until right before your next mailing to clean up your donor data. And, if you didn’t communicate by mail over the last year, then you really need to do some what is known as data hygiene.

Even though it’s tedious, have someone who’s familiar with your donors (your development director?) go through your mailing lists and database/CRM (customer relationship management) to see if you need to make any additions, changes, and deletions.

Be meticulous. No donor wants to see her name misspelled, be addressed as Mrs. when she prefers Ms., or receive three mailings because you have duplicate records.

Your donor database is an important tool and it needs to be up-to-date and filled with accurate information about your donors.

CLEAN UP YOUR ACT: DONOR DATA MANAGEMENT FOR NONPROFITS

7 strategies for keeping your nonprofit donor database clean

Run your donor list through the National Change of Address database. It may cost some money to do this, but it’s worth it if you come out with squeaky clean data. Do this at least once a year.

Also, if you haven’t already done this, segment your donors into different groups – new donors, returning donors, monthly donors, etc. You may need to make some changes. For example, if a single gift donor starts giving monthly.

Segmenting Your Donors is More Important Than Ever

You might also want to move some lapsed donors who haven’t donated for several years into an inactive file. Don’t do this until you’ve sent targeted, personalized appeals asking them to donate again. And if you’ve never gotten in touch with any lapsed donors from 2020, you could reach out to them now.

Do the same thing with your email list. It doesn’t make sense to send email to people who don’t respond to it. Give these people a chance to re-engage, and if they’re not even opening your emails, move them to an inactive file.

Spring cleaning for your email list(s)

Maybe you need a better CRM/database. If you’re using a spreadsheet to store your donor records, then you need an actual database. Get the best one you can afford.

Fundraising Software Advice

Spring is about bringing in the new, and a better database would be a wise investment. It can help you raise more money. Organizations with good databases were able to quickly launch an emergency fundraising campaign when the pandemic hit.

Freshen up your messages

Now that you’ve cleaned up your mailing lists and segmented your donors, it’s time to freshen up your messages. As I mentioned in my last post, your donor communication needs to reference the current situations. When it doesn’t, it leads me to wonder if you’re using a template from way back when. 

It’s important for you to update your fundraising and thank you letter templates. If you’re still using vague jargon, such as at risk or underserved, you’re undermining your clients/community. Your donors look at the news every day and see people lined up at food banks or countless examples of discrimination. You can’t ignore this by hiding behind your jargon. Over the last year, we’ve seen a lot of authenticity. Bring that into your donor communication.

This post From Jargon to Generosity references a fundraising letter that opens with “Your gift of as little as $44 can provide quality resources for a child at the children’s home.” What do quality resources mean? Is it healthy food, a warm bed at night, a safe environment with a compassionate staff? Be specific and use language your donors will understand. 

Your thank you letters need to actually thank your donors, not brag about your organization. Make sure your automatically generated thank you emails and landing pages don’t look like boring receipts. Create separate templates for new donors, current donors, and monthly donors.

The Importance of Having a Thank You Plan 

Don’t put it off too long

I know you have a lot going on, but you need to tackle these projects sooner rather than later. Just like the clutter and dust in your home won’t disappear on their own, the longer you ignore it, the worse it gets. 

Take on these spring cleaning projects as soon as you can. You’ll be happy once they’re done. Your donors will also be happy if they don’t get duplicate mailings and a fundraising letter laced with jargon, but do receive a personalized appeal and a stellar thank you letter.

Online Community-Building for Nonprofit Members

How important is online community-building for your nonprofit members? Read our guide to learn how online engagements can strengthen your membership base.

By Jake Fabbri

Creating a membership program for your nonprofit is a smart way to increase fundraising and donor stewardship. In exchange for charitable gifts in the form of membership dues, nonprofits grant their members privileges or perks, host engaging events for them, and offer additional opportunities to drive their mission. The people who join your nonprofit membership program are going to be some of your most passionate supporters.

One of the top reasons why supporters become members is to meet other like-minded people with aligned goals and to be a part of a community. The stronger this community is, the better you can attract new members and retain current ones. 

However, your nonprofit member community can only build and grow if you provide them with the right engagement tools and offer them meaningful experiences. 

Let’s say your nonprofit often hosts in-person events. There are certain tools and solutions you can invest in for community-building that will help attract new members and make the event more enjoyable. 

However, with the modern world growing increasingly dependent on digital solutions and a global pandemic keeping most of us inside, your nonprofit should be taking the steps to expand its online community-building. The bottom line is that 90% of Americans use the internet. These steps are crucial if you want to ensure your membership program is a success.

When you put the effort into building your online community, your nonprofit can:

  1. Offer unique opportunities and attract new members.
  2. Boost engagement among current members.
  3. Get people excited about the next (virtual) event.
  4. Manage nonprofit data better.

Don’t miss out on these community-building efforts. Look at your current membership management solution and ensure you’re doing all you can to engage your online community. Your current members will appreciate it and prospects will be attracted to it. Let’s begin!

1. Offer unique opportunities and attract new members.

For many nonprofits with membership programs, a top priority is attracting new supporters and growing your membership base. To keep your membership growing and get people interested in your mission, it’s important to have an established online presence.

For starters, your online space is the first place people visit to learn more about your organization, your mission, and any program guidelines. How you present your organization and membership program is crucial, especially if you want to keep everyone on the same page about your goals and mission. 

However, the internet is also saturated with others trying to do the same thing. It’s likely you’re not the only organization targeting your specific audience. That’s why it’s imperative to ensure that your nonprofit stands out, particularly through digital strategies. Consider these top tips:

  • Leverage your nonprofit website. Make sure your website clearly represents your organization. With a dedicated website, you can effectively explain your mission and provide a calendar of upcoming events. Host all necessary information in an intuitive way so prospective members and supporters can easily take the steps to join. 
  • Use microsites for member committees. Along with your dedicated nonprofit website, consider creating microsites. Microsites are websites that are associated with a main webpage, but also stand alone as an independent entity. This is a good way for you to organize and manage your various nonprofit member committees. You can even make these microsites private to host exclusive member-only content.
  • Offer online learning opportunities. Many members join your nonprofit to learn more about your mission and play a larger role. Consider offering online learning opportunities through video courses and classes. Make sure to advertise this on your website so potential members have a clear impression of all you have to offer.

By focusing on your online presence, you can showcase your nonprofit’s opportunities for community-building. Encourage people to join your organization, start their online journey off on a positive note, and set the foundation for future engagement.

2. Boost engagement between your current members.

While one of the main attractions of nonprofits are live fundraising events and other experiences, it’s challenging for every member to participate and attend. This gets increasingly difficult as your membership grows and spans across different locations. 

Therefore, it’s important to have a dedicated online place where you can engage current members and they can also interact with each other. Remember: a huge driver to joining your nonprofit membership program is the opportunity to connect with like-minded individuals who are already a part of the community. 

Your best bet to encourage online member engagement is to provide members with a portal that’s accessible from your nonprofit website. As soon as they join, members can start experiencing what you have to offer instead of waiting around for a live event.

Within your member portal, allow members to:

  • Navigate a searchable member directory. Give your members an opportunity to get to know their community even if they can’t actually meet them. This way, each member can have their own profile with a photo and basic details.
  • Communicate within message boards and forums. Online message boards and forums are popular places to discuss various topics. For instance, members can use message boards to discuss major events that may affect your nonprofit mission.

Active efforts to engage your members online will increase their chance of renewing their membership. 

To further drive online engagement with current members, evaluate your existing management tools and determine if you have the ability to automate triggered communications. For instance, if a member begins a form and doesn’t complete it or there are long periods of inactivity, you can automatically send out email reminders nudging them in the right direction.

Even if your membership is large, your nonprofit won’t create a meaningful impact if your members aren’t active. Ensure your online engagement efforts are at their best with a member portal and smart communication methods.

3. Get people excited about the next (virtual) event.

With most in-person engagements on pause, your nonprofit is likely planning a variety of virtual membership events. As you prepare for these events, consider the strategic online steps you can take to increase excitement and even attract new attendees. 

In addition to keeping current members satisfied, events are a great way to showcase your nonprofit’s accomplishments and mission for prospective members. It all comes down to how you market the event beforehand.

It’s not enough to just send out a mass email to your entire membership directory and think your online strategy is complete. Engage in additional digital efforts to help bring your members together. This way, you can garner excitement and encourage more member-to-member interaction. 

Consider these online engagement tips to market your next nonprofit membership event:

  • Get your members’opinions on event preferences. If you’re live streaming a speaker or multiple panels, send out a survey to get a sense of what topics your members are looking for. 
  • Host a dedicated event website. Consider building a microsite for each of your nonprofit membership events. This is a great way to attract new members! Non-members can easily find your event and a dedicated microsite eliminates the chance of getting distracted by other information. You can also capture leads and determine which of your marketing efforts are working best.
  • Customize targeted communication leading up to the event. As the event gets closer, make sure you segment your members based on registration status and ticket level (general admission vs. VIP) to send more personalized messages. According to this article, segmenting your constituents is one of the best ways to increase online engagement and build meaningful relationships. Your members are more likely to engage back when they’re only receiving communications that are uniquely relevant to them.
  • Let members build the perfect event schedule. If your virtual event consists of multiple speakers or activities, empower your guests by letting them create their own event schedule. This way, they know about all available opportunities and can plan their route in advance of the big day. If you offer a mobile event app, your guests can access their schedule from there.

Nonprofit membership events are successful because they provide a dedicated space for members to engage with each other and your mission. Take these additional steps to increase online engagement and continue to build your community. Additionally, the more you put into your online engagements, the more excited your members will be about your event.

4. Manage nonprofit data better

When increasing your online efforts and working to build your digital community, this offers a great opportunity to start tracking those engagements. As reported by Fonteva’s guide to the best membership management software, a solid software solution will effectively record and manage all important member data and metrics.

Along with your nonprofit management and fundraising tools, you likely also depend on a constituent relationship management (CRM) system to track all the data produced by these tools. Rather than manually transferring data to your CRM, many intuitive tools have integration capabilities and some are even native to the CRM. This eliminates the need for complicated and time-consuming integrations later.

A strong software solution will provide a complete view of strategic insights like revenue forecasting, trends, and member engagement. With your management tools and CRM collaborating, it’s easier for you to review past data and gain valuable insights. 

For instance, generate comprehensive reports to see which of your events were most popular in the last year. This can help you determine the types of events your members might want in the future or solidify a core marketing strategy that can be applied to all events. 

The best way to build your online community is to learn from past mistakes and always strive for improvement. Staying stagnant won’t motivate prospective members to join and may even discourage current members from renewing. 


If you’re wondering if increasing your online engagement is necessary for your nonprofit, the answer is yes. Don’t miss out on the chance to nurture a valuable online environment for your members, whether that’s with enhanced online member communications or with key data management strategies. This is the best way to keep members coming back year after year!

Jake Fabbri is the Chief Marketing Officer at Fonteva with over 18 years of experience working in marketing management. He has experience with lead generation, content marketing, marketing automation, and events. 

Social Channels:

https://www.linkedin.com/in/jacob-fabbri-329b59/

https://www.facebook.com/Fonteva/

Segmenting Your Donors is More Important Than Ever

A few weeks ago I mentioned one of the themes for your fundraising and communications this year should be this is more important than ever. I don’t need to remind you we’re not living in normal times.

I know you have a lot going on and it may be tempting to send all your donors the same appeal and thank you letter. Don’t do that. 

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

This is why you need to segment your donors. If you don’t segment your donors and send different letters to different types of donors, you’re telling them you don’t recognize them for who they are.

Don’t worry, you don’t need to create 100 different types of letters. Four or five should be sufficient. Your appeal and thank you letter will stand out if it’s not the same old, same old.

Here are a few different types of donor groups. Feel free to add more if that’s relevant. The more you can segment, the better. Investing in a good database will help you with this.

Current single gift donors

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

An appeal letter to current single gift donors (Monthly donors get their own appeal. More on that below.) must acknowledge their past support. This is also a good opportunity to ask for an upgrade. Many organizations don’t do this, but it’s a good way to increase your revenue. Even in a pandemic and economic downturn, it’s okay to ask donors to give a little more. They will if they can.

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, 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, or volunteering.

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

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

New monthly donors

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

Current monthly donors

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

When your donors renew or upgrade their monthly gifts, they, of course, get a super fabulous 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. 

Segmenting your donors can pay off

In this down economy, some donors may cut back on their giving. Don’t let them choose between organizations that communicate throughout the year with engaging, personalized appeals, thank yous, and updates and organizations who just send generic, one-size-fits-all communications.

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

4 Smart Donor Segmentation Strategies for Nonprofits

11 Ways To Segment Your Donors To Improve Your Fundraising

How to Effectively Segment Your Donors and Audiences 

How Matching Gifts Can Help Your Fundraising Team Succeed

Double the Donation_Ann Green Nonprofit_How Matching Gifts Can Help Your Fundraising Team Succeed_Feature

Matching gifts can have a huge impact on your organization. Learn how to successfully leverage this corporate giving program and boost your nonprofit’s revenue.

By Adam Weinger

As a nonprofit professional, it can be difficult running a fundraising campaign, especially when there’s competition for funds among many organizations with similar missions. But even in the current climate, it’s important to keep fundraising

You might have already run into scenarios where you have to get creative with your fundraising appeals in order to be successful. However, there’s an additional avenue you can take to boost your donation revenue: matching gifts.

What are matching gifts?

Matching gifts are a form of corporate philanthropy in which companies match donations their employees make to nonprofits after the employee has submitted the relevant request forms. Many companies match at the typical 1:1 ratio, but some companies will match at an even higher rate, such as 2:1 or 3:1!

Unfortunately, many organizations don’t leverage matching gifts as a primary source of revenue because they don’t have the resources, time, or staff needed to pursue it. This leaves a lot of money on the table that could otherwise go toward serving their mission.

So how can you incorporate matching gifts into your fundraising strategy?

We’ll discuss these top strategies that can help you successfully leverage matching gifts and double donations made to your nonprofit:

  1. Use a Matching Gift Database
  2. Incorporate Matching Gifts into Your Fundraising Events
  3. Promote Matching Gifts Across Multiple Channels
  4. Continue Engaging Your Supporters

Trying out these approaches can help boost your matching gift revenue without too much extra effort from your team! Let’s get started.

Double the Donation_Ann Green Nonprofit_How Matching Gifts Can Help Your Fundraising Team Succeed_1

1. Use a Matching Gift Database

It can be a challenge to make donors aware of employer matching gift programs, especially since this opportunity doesn’t occur to most individuals! To alleviate this issue, your nonprofit can leverage a matching gift database.

What is a matching gift database?

A matching gift database houses information on thousands of companies with matching gift programs, including the forms and guidelines needed for employees to submit their match requests.

A matching gift database is accessible by implementing a matching gift search tool plugin onto your donation pages, confirmation pages, and other areas of your website. All donors need to do is type in their company name, and the search tool will populate all the information they need about their employer’s matching gift program.

Double the Donation_Ann Green Nonprofit_How Matching Gifts Can Help Your Fundraising Team Succeed_Database

But it’s not just about the ease with which donors can search for their companies. It’s about raising awareness in general. Now, more than ever, it’s important to leverage matching gifts as a source of income for your organization. This is because even during a global pandemic, matching gifts are continuing to make a difference.

Many companies like the ones listed here are expanding their matching gift programs in response to the COVID-19 pandemic. This means companies are increasing their match ratios, matching gift limits, and other components of their programs to better assist organizations like yours.

A matching gift database that stays up-to-date with these changes can help your nonprofit keep donors informed. And when your donors know their gift can go twice as far, they’ll be more likely to give in the first place!

Bonus! Looking for more COVID-19 resources? Check out Double the Donation’s top resources for nonprofits. Continue reading

Get a Head Start on Your Year-End Fundraising Campaign

5524669257_ab67585fd0_wWe’re already halfway through August. Pandemic or not, we still have seasons and fall is traditionally fundraising season for nonprofit organizations.

If you had a campaign planned for this fall, but are thinking against it, don’t do that. You should still do your campaign. You can’t raise money if you don’t ask.

Yes, it will be harder, which is why you should start planning it now. And summer’s not over yet, so there’s still time to get ice cream and go to the beach (please stay safe and practice social distancing when you do).

Here’s 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 2020 fundraising plan and most likely that has changed. Perhaps you were able to raise money earlier in the year with an emergency campaign and/or a virtual event.

There’s a good chance you need to raise more money if you’ve had to shift the way you run your programs and there’s a greater need for your services.

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

Do you have a plan?

Put together a plan for your appeal 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, so I think earlier is better. You’ll be competing with other organizations who are doing appeals. It’s also an election year in the United States, but that doesn’t always affect nonprofit fundraising.

Maybe you want to send your appeal letters the first week in November. If so, make your goal to have the letters done at least a week before that. Maybe more if people are working remotely.

Also, how are you mailing your appeal? Do you use a mail house or do you get staff and volunteers together to stuff envelopes?  If it’s the latter, it will be harder to get a group together, so you’ll need more time. 

An Annual Appeal Fundraising Timeline You Can Use

13 End-of-Year Appeal Strategies

Do you have a good story and photo to share?

This is going to be the year you’ll retire your boring, generic appeal letter (more on that in future posts). Your appeal must address the current situations.

A good way to start is to create an engaging story for your appeal. How are the COVID-19 pandemic, systemic racism, and the economic downturn affecting your clients/community? What challenges are they facing? Focus on them, not your organization.

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

3 Strategies Every Nonprofit Should Use for Year-End Fundraising in 2020

Telling Your Stories in the Current Climate

How to Engage With Your Donors by Using Visual Stories

How did/can your donors help you make a difference?

Your appeal letter should highlight some of the accomplishments you’ve made recently and state what you plan to do in the coming months. For example, let’s say you run a tutoring program. You were able to get Chromebooks for half of the students who didn’t have access to a computer so they could do their sessions remotely. You still need to buy more, and with the pandemic looming, remote sessions will be the norm for a while. This is important because thanks to your donors, regular tutoring sessions help students read at or above their grade level and that needs to continue. 

Remember to focus on your clients and show how your donors are helping you make a difference or can help you make a difference. Don’t brag about your organization.

Are your mailing lists in good shape?

Make sure your postal and email 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.

Also, now is a good time to segment your mailing lists – current donors, monthly donors, lapsed donors, event attendees, etc. This is more important than ever. Your current donors are your best source of donations. You should have more success if you can personalize your appeal letters.

Do you have enough letterhead, envelopes, and stamps?

Don’t wait until October to check your supply of letterhead and envelopes. Make sure you have enough. Perhaps you want to produce a special outer envelope. You may also want to create some thank you cards. It could take longer to get some of these things.

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. Highlight your year-end appeal on your homepage and include a prominent Donate Now button.

Crafting the Perfect Donation Form: 6 Key Features

Donation Page Best Practices For Nonprofits; Tips for Great Donation Pages

Do you offer a monthly or recurring giving option?

A monthly giving program is 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 you have a small one, now is an excellent time to start one or grow the one you have.

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. You need 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 (see above) and start recruiting board members and volunteers to make thank you calls or write notes. Put together a thank you plan to help you with this.

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 right now. Just don’t disappear until appeal time.

I know it will be hard this year, but you still need to run a campaign. 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.

Best of luck!

Making Smart Investments is More Important than Ever

10688617385_ce1214d44d_w (1)Nonprofit organizations will be facing some tough times ahead. During an economic downturn, the need for nonprofit services grows while some donors won’t be able to give as much, if at all.

Your first inclination may be to make cuts or continue working with a bare-bones budget with the mindset “we can’t afford this.” 

I understand you want to be cautious. But you also want to use caution before you eliminate something you think you can’t afford. It may be something you should be investing in.

This is why you need to make smart investments. It may seem counterintuitive to spend money when you have so little, but if you make the right decisions, these investments can help you raise more money.

Invest in a good CRM/database

A good CRM (Customer Relationship Management)/database is a must for a number of reasons. First, it can help you raise more money. You can segment your donors by gift amount and politely ask them to give a little more in your next appeal – $35 or $50 instead of $25.

A good database can also help you with retention, which will save you money since it costs less to keep donors than to acquire new ones. You can personalize your letters and email messages. Some CRM’s also have an email component. Otherwise, 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.

You also want a CRM that everyone on your staff can access remotely. When the pandemic hit earlier this year and most everyone was forced to work from home, organizations that could access their CRM and still communicate with their donors had a clear advantage.

Invest in the best CRM/donor database you can afford, and Excel is not a database.

Nonprofit Software

Nonprofit CRM | Complete Guide to Choosing the Best Solution

Invest in monthly giving

Monthly donations are more important than ever now. If you already have monthly donors, or any type of recurring donor, you’ve been receiving a steady stream of revenue throughout the pandemic and economic downtown.

If you don’t have a monthly giving program or you want to grow the one you have, it’s not hard to do. Plus it’s a win-win for your organization since you can raise more money and raise your retention rate as well. The retention rate for monthly donors 90%. That’s significantly higher than other retention rates. 

It’s also easier for your donors if they’re worried about their financial situation, but still want to help. They can make small donations of $5.00 or $10.00 a month instead of giving the entire amount at once. 

Monthly giving is an investment you must make.

Invest in donor communications and that includes direct mail

Years ago, I was working at a nonprofit and our executive director said we shouldn’t do an e-newsletter anymore because we needed to concentrate on raising money.

I wish I knew then what I know now. Fundraising isn’t just about sending appeals. And to quote Tom Ahern – If you do better donor communications, you’ll have more money. 

Yet many nonprofits have a similar view. They don’t want to spend much time thanking their donors and sending newsletters and other updates, even though those types of donor communications can help you raise more money, provided you do it well. 

You don’t want to skimp on your communications budget and that includes direct mail. If you never or rarely use direct mail, you’re missing out on an effective and more personal way to communicate with your donors. Think of the enormous amount of email and social media posts you receive as opposed to postal mail. Your donors will be more likely to see your messages if you send them by mail.

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

Creating thank you cards and infographic postcards are a smart investment and a necessity, not a luxury. Thank you cards are a much better investment than mailing labels and other useless swag.

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.

Shorter is better. Lengthy communication (goodbye long annual reports) will cost more and your donors are less likely to read it.

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

You want to communicate with your donors at least once or twice a month. Use a communications calendar to help you with this.

5 Rules for a Successful Donor Communications Program

9 Best Practices for Communications That Stand Out

Nonprofit Fundraising: The Case for Direct Mail

Don’t limit yourself by saying you can’t afford certain expenses. If you invest in a good CRM/database, monthly giving, and donor communications, you should be able to raise more money.

Image by Thomas Lapperre  www.bloeise.nl.