How to Create a Fundraising Appeal that’s Relevant in the Current Climate

September is here. It’s my favorite month and the more moderate temperatures and lower humidity are a nice respite from all the uncertainty going on in the world.

Fall is the busiest time of the year for nonprofit organizations, especially if you’re doing a year-end appeal. The current climate (pandemic, economic downturn, heightened awareness of systemic racism, having to cope with all of this, etc)  will require you to create a new, more relevant appeal, although many of the components will be the same.

Even if you’re not planning on launching your campaign until later in the fall, you should get started on your appeal now. You need to create an appeal that will stand out and resonate with your donors.

A couple of things. You must address the current climate in your appeal. Instead of the usual boring, generic letter, you need to specifically address what’s been going on since the pandemic started. 

Also, your appeal needs to be personal – both for your donors and when you write about your clients/community. Be sure to check in with your donors and wish them well.

Here are some ways to create a better, more relevant appeal.

Make a good first impression 

First, you need to get your donors to open your letter. If you can’t get them to do that, then all your hard work has gone to waste.

Perhaps you’d like to include a teaser on the outer envelope. That doesn’t mean one that says 2020 Annual Appeal. That’s not inspiring, especially now. Instead, say something like – Find out how you can help local families put food on the table.

An oversized or colored envelope can also capture your donor’s attention.

You want to be both personal and professional. If hand addressing the envelopes isn’t feasible, make sure your mailing labels look clean, are error-free, and aren’t crooked. Use stamps if you can.

Create an inviting piece of mail.

Share a compelling story

A good appeal letter should open with a compelling story. Focus on a person or family and not your organization. Your donors want to hear about the people they’ll be helping and it needs to be relevant to the current climate. 

Here’s an example – Sarah, a single mother with three kids, was laid off earlier this year and had trouble finding enough money to buy groceries for her family. But thanks to generous donors like you, she was able to get boxes of healthy food at the Northside Community Food Bank. Sarah was embarrassed that she said to rely on a food bank to feed her family, but she is treated with respect and dignity each time she visits. 

You could also share a first-person story from a client/program recipient.

Include a photo

Include an engaging color photo in your letter or on your pledge form. Photos can tell a story in an instant.

Here’s more information on creating stories and photos.

Telling Your Stories in the Current Climate

How to Engage With Your Donors by Using Visual Stories

Make a prominent ask

Ask for a donation at the beginning of the next paragraph (after the story). Make sure it’s prominent and clear. Also, ask your current donors if they can give a little more right now. I know we’re in an economic downturn, but don’t be afraid to ask your donors to upgrade their gift. People want to help if they can.

Phrase your ask like this – We’re so grateful for your previous gift of $50. We’re serving three times the number of people at the food bank right now. Would you be able to help us out a little more this time with a gift of $75?

Your donors know times are tough. Also, if you’ve been doing a good job of engaging your donors throughout the year (this is so important now), they shouldn’t mind if you ask for a larger gift. Including the amount of your donor’s previous gift is helpful since people often don’t remember what they gave before.

Be donor-centered, as well as community-centered

There’s some dichotomy right now between being donor-centered and being community-centered, but I think you can be both. What you don’t want is to be organization-centered.

Show your donors how they can help you make a difference for your clients/community and how much you appreciate their role in that. Make your donors feel good about supporting your nonprofit.

At the same time, respect your clients/community by not undermining them by using terms like at-risk youth or underserved communities. They are people, after all.

Share your success and challenges

I’m sure this has been a challenging year for you. Maybe you’ve had to do things differently, but how you had to make changes to your food bank is less important than why you had to do it. You need to continue providing healthy food to families, while doing it safely.

Highlight some of your accomplishments, but you can share challenges, too. A theatre where I’m a subscriber had to shut down in March and won’t be able to open again until sometime next year. Understandably, this created a budget shortfall and they’re trying to raise $100,000 by December 31.

Show how you plan to continue your work with your donor’s help. Remember to stay donor-centered! You need your donors right now.

Personalization is more important than ever

Don’t send everyone the same appeal. Try to send different letters to current donors, monthly donors, lapsed donors, people on your mailing list who haven’t donated yet, event attendees, volunteers, and friends of board members. 

The more you can segment, the better, but at the very least, you must do these two things.

Send a personalized appeal to current donors. They’re your best bet for getting donations now. Let them know how much you appreciate their support. If a donor contributed to an emergency campaign earlier in the year, be sure to thank them for that. These donors are committed to helping you through this difficult time.

Also, send a specific appeal tailored to monthly donors, giving them the recognition they deserve. You can ask them to upgrade or give an additional year-end gift.

This is not the time to send a generic, one-size-fits-all appeal letter. Go the extra mile for your donors, so they’ll continue to support you.

Your appeal letter should also have a personal salutation and not be addressed to Dear Friend or Dear Valued Donor. How much do you value this relationship if you can’t even use a person’s name?

This may sound like a lot of work, but if you give yourself enough time, it should be doable. Personalizing your letters can also help you raise more money.

Make it easy for your donors

Include a return envelope with amounts to check off or an envelope and a pledge form. Show what each amount will fund. Do this on your donation page, too.

How To Create Donation Tiers That Drive Donations

Some donors will prefer to donate online. Direct them to a user-friendly donation page on your website.

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

Offer a monthly or recurring giving option

Monthly gifts can generate more revenue, give you a steady source of income throughout the year, and improve donor retention. Encourage your donors to give $5, $10, or even $20 a month. This may be a more viable option for some of them. 

How Monthly Giving is a Win-Win for Your Nonprofit

Be careful and don’t send an appeal to your current monthly donors that invites them to become monthly donors. That’s one reason why they need their own appeal.

Your letter must be easy to read (or scan)

Use short paragraphs and bulleted lists, along with bold or color for keywords, but keep it tasteful. Make it easy to read and scan. Most people won’t read your letter word for word. Use a simple font and 14-point type.

It’s fine to go over a page, especially if you’re breaking up the text with a photo and short paragraphs. I know longer letters can perform better, but donors have a lot going on, so if you’re going to write a longer letter, make every word count. You can also add a quote or short testimonial. These can be powerful and it helps break up the narrative.

Think of your letter as a conversation with a friend

You can create a better appeal if you think of your letter as a conversation with a friend. That means not using jargon like at-risk youth and underserved communities. Be specific and use everyday language. Your goal should be for your reader to understand you.

Refer to your reader as you and use you a lot more than we.

How to Perform the “You” Test for Donor-Centered Communications – Do You Pass?

Too many editors spoil the appeal

Your entire staff doesn’t need to be involved in writing your appeal. Generally, the more people you involve in writing your letter, the worse it becomes. Fundraising Consultant Tom Ahern refers to this as letter writing by committee.

Your best writer should craft it and then turn it over to your best editor. Whoever signs the letter (your Executive Director?) can take a quick look at it, but don’t send it to a committee.

If you don’t have someone on your staff who can write a good fundraising appeal, then hire a freelancer or consultant to do it.

Besides weakening the content, involving more people takes extra time.

Make a good lasting impression, too

Repeat your ask at the end of your appeal. Don’t forget to say please and thank you.

Be sure to add a PS. People often gravitate to the PS as they scan the letter, so include something that will capture their attention. Here you could emphasize monthly giving, ask if their company provides matching gifts, or thank them for being a donor.

Get your pens out

Include a short handwritten note, if you can. Make it relevant to each donor, such as thanking someone for a previous donation or hoping a potential donor will support you. Hand sign the letters in blue ink.

This could be a tough fundraising season. That’s why you need to spend some time writing a better, more relevant appeal letter that will resonate with your donors and help bring you the donations you need. Good luck!

Read on for more advice and resources on writing a better fundraising appeal for the current climate.

10 Tips for Nonprofit Direct Mail Fundraising During COVID-19

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

7 Wise COVID-19 Fundraising Templates

Image by Howard Lake

Personalization in Marketing: A Nonprofit’s Guide to Success

Personalization in your nonprofit’s marketing strategies is an important way to build relationships with your supporters to support long-term fundraising goals.

By Gerard Tonti

Personalized marketing is key for nonprofit success, especially when it comes to donor communications. Your supporters are much more likely to pay attention and feel appreciated when your nonprofit addresses them and their interests in your marketing initiatives. This helps build stronger relationships with them and maintain their support in the long-term.

Therefore, as you create your marketing plan, make sure your nonprofit effectively uses software to engage your audience and personalize outreach as much as possible. 

Here at Salsa, we work with all sorts of nonprofit organizations, helping them manage data that makes personalized marketing possible. We’ve found some of the most successful strategies to connect with supporters through data and effective marketing include: 

  1. Address your supporter by name. 
  2. Employ preferred marketing channels. 
  3. Launch a new donor marketing campaign. 
  4. Segment supporters by giving level. 
  5. Consider the geographic location of supporters. 
  6. Keep an eye on engagement metrics. 

The only way to completely personalize your marketing campaigns is to reach out to each supporter individually— every time. This is unrealistic and would use a lot of your organization’s resources and time. 

Therefore, nonprofits have devised techniques to personalize their messaging in a timely manner. Each of these strategies requires the use of an effective donor database solution. Keep this in mind as you’re exploring these techniques.

Now, let’s get started!

1. Address your supporter by name. 

This first tip might seem like a small detail, but it’s incredibly important to encourage your donors to actually read the messages you send to them. It’s a crucial step to establish a connection with your supporter, making it one of the foundations for effective communication

Consider your mail and email communications. Are you more likely to read a message with a salutation of “Dear valued donor” or “Dear [your name]”? Probably the latter! As an example, look at the two samples from nonprofit thank-you messages: 

Dear valued donor,

Thank you for your generous contribution to the buy-a-backpack campaign. Your gift is supporting the purchase of school supplies for hundreds of kids in the community. 

Compare that first message to the following: 

Dear Kiesha, 

Thank you for your generous contribution to the buy-a-backpack campaign. Your gift of $1,000 allowed us to buy new school supplies for 100 kids in the community. 

Using the supporter’s name in the introduction catches their attention and shows that the message is crafted for them rather than a mass audience. 

Other details included in the message were also designed to personally address the supporter’s action, including: 

  • Specifying the amount of the gift contributed
  • Communicating the impact of that specific contribution
  • Identifying the campaign that the supporter contributed to

By getting specific and using personal details in the messages you send supporters, you’re telling them the communication was crafted specifically for them. This establishes a more personal relationship over time. 

2. Use preferred marketing channels. 

There are a lot of different ways you can get in touch with your nonprofit’s supporters. However, your supporters probably check some communication channels more frequently than others. 

Using the channels your supporters pay the closest attention to is a great way to boost supporter engagement with your organization. 

How can you figure out which channels your supporters prefer? There are two primary ways: 

  1. Ask them. This is the easiest way to figure out your supporters’ preferences. Send them a survey and ask key questions about what messages they like the most and how they’d prefer to receive those messages. 
  2. Analyze marketing results. The other way you can discover your supporters’ preferences is by analyzing their past engagement metrics with various platforms. If you find that a supporter tends to open and click through your emails more often than other platforms, you should continue using email. 

Some of the channels you may consider analyzing and asking your supporters about include: 

  • Email
  • Direct mail
  • Phone calls
  • In-person meetings
  • Social media

After you’ve discovered the most effective and desired channels among your supporters, you can start integrating those channels into your marketing plan. 

Keep in mind, however, that the most effective way to communicate with supporters is through a multi-channel marketing approach. This means your organization will use a few separate channels to touch base with each of your supporters. For instance, you may use social media for frequent updates, direct mail to inform supporters about new campaigns, and phone calls to show your appreciation to donors after they contribute. 

3. Create a marketing campaign for new donors.

Many nonprofits tend to focus heavily on donor acquisition. In reality, it’s a good strategy to put more emphasis on retaining those supporters you already have. Retaining donors is a more cost-effective strategy with a higher chance of increasing your secured revenue. 

Specifically, the best way to increase your donor retention rate is to make sure your new donors feel welcomed and appreciated by your nonprofit. 

We suggest creating a new donor marketing campaign to accomplish this goal. An easy way to do this? Develop a drip campaign with information that will intrigue this audience. It looks like this: 

  • Develop templates and email drafts of information that new supporters will appreciate and engage with. Make sure these emails stand out and differ from one another. For example, you might send supporters a one-pager about the need for your mission, a summary of the upcoming events or virtual opportunities offered by your organization, and updates from your most recent program, all in separate emails.
  • Create a donor segment of new supporters. You can set up automatic emails to send to this group of supporters using effective marketing tools. Be careful not to send the messages too frequently as to not desensitize the supporters to seeing your name in their inbox, but send them frequently enough to keep you in the front of their minds. Once or twice a week should suffice. 
  • Provide the next step to drive engagement further for this group of supporters. For example, you might ask them to sign up for your newsletter, make a second gift, or register for your upcoming (virtual) event. Be sure to include this as an eye-catching call-to-action in your email communications. 

To make this possible, your nonprofit needs both fundraising and marketing software that will work well together. Salsa’s fundraising software offers an example of a solution that has features such as rich donor profiles and a seamless integration between fundraising and marketing to help nonprofits create these useful campaigns. 

4. Segment supporters by giving level. 

While you undoubtedly appreciate all of your supporters, some have a greater capacity to give and the ability to drive your mission further. 

That’s why as you personalize your communications, it’s important to recognize the donors with the greatest potential lifetime value so you can focus your efforts on developing a connection and relationship with them.

You can do this by segmenting your supporters by giving level (or prospective giving level if you’re using prospect research strategies).

Major donors and major prospects should have the most personalized interactions with your organization. You may go above and beyond with these supporters by: 

  • Setting up in-person or video meetings with them
  • Asking them for their opinions on your latest campaign
  • Giving advanced notice about major campaigns
  • Calling them more frequently with updates

Segmenting your donors by giving level gives your organization a better understanding of who your major prospects and donors are so you can specialize your outreach to them and make stronger connections.

5. Consider the geographic location of supporters. 

One characteristic that you should consider as you personalize your communications with supporters is where they live. This has been historically important for event planning as nonprofits send specialized invitations to their supporters who live in the area where an event will occur. 

Throughout the COVID-19 pandemic and stay-at-home orders, nonprofits have realized that geographic location is a less significant factor when hosting virtual fundraising events. Handbid’s virtual event guide explains how to host these and reiterates how they can unleash greater event potential by removing geographic restrictions to attendance. 

However, this doesn’t mean you should stop considering the geographic location of your supporters. 

Geographic location is important for communicating impact to your donors. For example, imagine you’re a donor contributing to a nonprofit that helps provide school supplies for kids. You might feel an even greater connection to this cause if you know your contributions are helping kids in your own community.

Drawing on the ties that supporters have to their own communities helps them feel like they’re truly making a difference that they can see in their everyday lives. 

6. Keep an eye on engagement metrics. 

After you’ve incorporated personalization strategies into your nonprofit’s marketing plan, be sure to keep an eye on the success metrics to see how they’re performing. Consider tracking the difference in the metrics before and after you implemented personalization strategies to ensure your communication is actually improving and you’re further engaging your audience. 

Some key performance metrics that you can keep an eye on include: 

  • Email open rates
  • Email click-through rates
  • Event attendance metrics
  • Survey response rates
  • Donor retention rates

As these metrics increase and improve, your fundraising efforts should also show signs of improvement. Keep an eye on all of your metrics in your nonprofit’s CRM software. If your donor database integrates seamlessly with your marketing and fundraising solutions (like Salsa’s Smart Engagement Technology), you should be able to easily track and measure success metrics. If you want to learn more about choosing and implementing software that makes this possible, check out this handy guide.  


Personalized marketing is key for your nonprofit’s increased donor engagement and retention strategies. It’s important to develop relationships and encourage a greater connection between donors and your organization. Use these six helpful strategies to get started with your organization’s personalized marketing. Good luck! 

Gerard Tonti is the Senior Creative Developer at Salsa Labs, the premier fundraising software company for growth-focused nonprofits. 

Gerard’s marketing focus on content creation, conversion optimization, and modern marketing technology helps him coach nonprofit development teams on digital fundraising best practices.

Do the Best that You Can

Times are tough now and there’s so much uncertainty. Everyone is feeling it. I’m sure your nonprofit organization has been dealing with many challenges over the last several months.

Even though it’s hard, you need to keep going. If you haven’t been fundraising or have done very little of it, you’ll need to unless you have a good amount of reserve funding, which many organizations don’t.

If you’re wondering whether or not you should run your fall fundraising campaign, here are a couple of things to keep in mind. You can’t raise money if you don’t ask. Also, what would happen if your organization didn’t exist?  

The need your clients/community face is still there and has most likely increased. And while social and human service organizations are vital, arts and culture organizations are also important for the community. 

We need our nonprofit organizations to succeed.

You can do this! Just do the best that you can and that may mean going smaller in some instances. 

Quality counts

You want to get started on your year-end campaign as soon as possible. Now would be good. One of the first things you should do is figure out what worked and what didn’t from past campaigns. 

I wrote about getting ready for your year-end campaign in a previous post. You want to produce quality fundraising appeals and thank you letters. Don’t use the same templates you’ve used in the past. You must address the current situations. I’ll have more on this in future posts.

It’s worth the time and effort to craft a stellar appeal because it should help you raise more money.

Segment your donors

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

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

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

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

Mail your letters if you can

You should try to mail your appeal letters if you can. This is a proven way to raise money. I know mail can be expensive and who knows what’s going on with the post office. Everyone may have to work remotely again later this fall. I hope that’s not the case. Do your part to keep COVID at bay.

If cost is an issue, you could just mail letters to current donors and monthly donors and send email to other donor groups. Think segmentation! 

This is a good opportunity to look at your previous fundraising campaigns. If you have people on your mailing list who have never given or haven’t given for a while, it’s probably in your best interest not to mail them a letter. For lapsed donors who haven’t given for more than three years, you could send them a targeted letter or email telling them you miss them and want them back. If that doesn’t produce results, consider moving them to an inactive file. 

Focus on donors who will be more likely to give.

An electronic campaign can work

If it’s impossible to mail your appeals, run a high-quality email campaign with lots of reminders, but not so many that you overwhelm your donors. Think quality, not quantity. Don’t make it like the onslaught of political emails I’m getting now.

Use enticing subject lines and the amazing appeal you’re going to create. Many organizations ran successful electronic campaigns in the spring when the pandemic broke out so this is something that can work. 

These organizations were able to access their CRM/database remotely and you want to make sure you can do that.

If you can only do electronic thank yous right now, make them sparkle. You could make a thank you video, photo, or word cloud. And remember, thanking your donors isn’t a one and done deal. Keep thanking them throughout the year. 

Use this opportunity to see what channels your donors are using. Maybe social media makes sense for you, maybe it doesn’t. Also, consider calling some of your longer-term donors, especially if they don’t use email.

Focus on retention 

Donor retention should always be one of your top priorities – before, during, and after your appeal. Remember, your best bet for donations are your current donors.

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

Retention: Still Your Best Strategy

Make time for what’s important and take care of yourself

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

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!

How to Engage With Your Donors by Using Visual Stories

35835135741_c9a4a643a4_wGetting your donors’attention in the best of times is hard enough and we’re not in the best of times right now. In my last post, I wrote about the importance of telling your stories. Written stories are great, but donors may not have the time or energy to read a story right now. 

This is why you also need to use visual stories. Some people respond better to visual stimuli, anyway. Here are a few ways to tell visual stories.

Tell a story in an instant with a great photo

You can capture your donors’attention in an instant with a great 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 annual reports tend to be dominated by long-winded text. Most of your donors won’t want to read the whole thing, and long print communication isn’t in your best interest right now. But if you share some engaging photos, your donors can get a quick glance at the impact of their gift without having to slog through a bunch of tedious text.

A Postcard Annual Report is a better option, anyway. Postcards with an engaging photo are also great for thank you cards and updates. I’m a big fan of postcards because they’re a quick, less expensive way to communicate by mail.

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

Use photos everywhere – fundraising appeals, thank you letters/cards, newsletters, annual 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 each 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. It may be hard to get new photos right now. If so, I hope you already have some good ones to use.

6 Ways to Tell Your Nonprofit Story With Images

How to Create a Compelling Fundraising Story Using Images

6 Steps to Establishing a Photo Policy that Boosts Giving & Shows Respect

Highlight 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. 

You can share videos that are relevant to our current situations. If you’re a museum that’s about to re-open, you can show how people can visit it safely. If you haven’t re-opened, you could give a virtual tour of some of your collections. You could also talk about how the COVID-19 outbreak or systemic racism is affecting the people/community you work with. 

I would definitely recommend a thank you video. I received a personalized video a few months ago that specifically thanked me for making a donation in addition to my monthly gifts. It was such a nice gesture. If it’s not feasible to make personalized thank you videos, you can make a general one.

How to (Easily) Thank Donors with Video

Make your videos short and high quality. Short is key. People are spending a lot more time online now, especially on Zoom. If your video is more than a couple of minutes, they may not bother to watch it.

You can use videos on your website, in an email message, on social media, and at an event (virtual for now).

The Science of Nonprofit Video Engagement: How To Use Emotion to Increase Social Sharing

5 Examples of Nonprofit Storytelling that Compel People to Give

Enhance your statistics by using infographics

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

Why not use an infographic instead of the usual laundry list of statistics and accomplishments?  

Here are some examples. A Great Nonprofit Annual Report in a Fabulous Infographic

This is no time for a long annual report. Also, if you send out your annual report too late, it becomes irrelevant. I just received an organization’s 2019 annual report with no insert referencing COVID-19, and right now I’m not interested in what this organization did last year.

With everything changing at a rapid pace, I would recommend short quarterly or even monthly updates with infographics and other visuals instead of the typical annual report.

6 Types of Nonprofit Infographics to Boost Your Campaigns

Infographics for Nonprofits: How to Create One and Why They’re Effective

7 Tools for Creating Nonprofit Infographics

Good visuals will enhance both your print and electronic communication. Keep your donors engaged with all types of stories.

Nonprofit Visual Storytelling: Using the Power of Story to Spark Human Connection

 

 

Donor Retention Strategies: From CRMs to Annual Reports

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By Jay Love

Nonprofit professionals have a lot on their minds. You’re probably thinking about methods to keep your staff and constituents safe during the pandemic, effective work-from-home strategies to keep everyone productive, and how to maintain programming while adhering to social distancing guidelines. 

Whatever you do, don’t stop fundraising during these difficult times. While this fundraising may look different, it should never cease entirely. You need revenue to keep your organization alive amidst a shifting economy. 

Not only that, but it’s imperative that you analyze your fundraising strategy and consider additional strategies you can take to ensure that when all of this has subsided, your organization comes out on top.

This means one of your organization’s main priorities right now should be maintaining and improving your donor retention rate.

According to Bloomerang’s donor retention guide, the average donor retention rate has been sitting between 40% and 50% for the last fifteen years. The image below shows its progression.

Bloomerang_Ann Green Nonprofit_Donor Retention ExampleYour nonprofit should aim to be above average in your donor retention now so when the pandemic ends, you’ll have developed these relationships and have an even stronger base of support. 

A higher donor retention rate translates directly to higher revenue for a few reasons. First, retaining donors is substantially less expensive than acquiring new donors. Second, donor gifts tend to increase as they develop stronger connections with your mission. Finally, donor retention leads to a more predictable revenue stream, putting it in a good position to increase steadily. 

In order to increase your nonprofit’s donor retention rate and secure additional funding, even during difficult times, we recommend the following strategies: 

  1. Make donor retention a priority. 
  2. Create strong first impressions. 
  3. Focus on engagement. 
  4. Stay transparent with supporters. 

Here at Bloomerang, we’ve helped nonprofits just like yours increase their fundraising revenue by focusing their attention on donor retention. These strategies can help you too! Let’s get started. 

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1. Make donor retention a priority. 

In order to effectively improve your organization’s donor retention, you must make it a priority. You simply can’t wish that it will improve, barely adjust your approach, and then expect your rates to drastically increase. Rather, you should recognize that the work you put into developing your donor retention strategies is directly correlated to the results you’ll see in your fundraising revenue. 

One of the best ways to make sure you’re making donor retention a priority is to put donor retention information front-and-center for you and your staff to see. 

To do this, you may consider the following placements: 

  • On the fundraising dashboard in your CRM. The best option is to choose a CRM (Customer Relationship Management) solution that emphasizes donor retention and its importance for your organization. This will automatically track your retention rate for your team to see. Plus, effective engagement and donation tracking within donor profiles will help drive your retention rates up. This guide can help you choose a solution that prioritizes your donor retention rates. 

Bloomerang_Ann Green Nonprofit_CRM Example

  • In regular communication documents with your team. If your team hosts regular organization-wide check-in meetings, create a standing slide in your presentation tool to update them about the current progress and status of your donor retention rate. 
  • On your office’s wall. When your team is back in the office, consider tracking your progress with a “donor retention meter” posted in a common space. This meter should show your current donor retention rate, your goal rate, and the trend line that measures your progress so far. 

If your organization sets quarterly or annual goals, consider incorporating donor retention into these goals. This will make sure your whole team is on the same page and working toward improving these metrics. 

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2. Create strong first impressions. 

Donor retention is all about strengthening your relationships with supporters. The beginning of that relationship is crucial for achieving your retention goals. After all, the majority of donors donate once and then never again. 

According to reports from the Fundraising Effectiveness Project, the average new donor retention rate is very low (around 20%) while repeat donor retention rates jump drastically (to over 60%). This means if your nonprofit can convince people to donate a second time, chances are they’ll keep giving in the future. That’s why the second donation is often referred to as the golden donation

Bloomerang_Ann Green Nonprofit_new vs existing donor retention comparisonTo make sure your nonprofit begins relationships with supporters on the right foot, we recommend you consider the following strategies: 

  • Streamline the donation process. Donation abandonment occurs when you’re able to get people to your donation page, but they never hit “submit” on the donation itself. This can occur when your donation process is not optimized. We recommend strategically organizing your donation page so the process is quick and easy for supporters to complete. You can do this by only asking for the information you need, ensuring everything fits on one page, and including a clear “submit” button. 
  • Send immediate appreciation. In addition to including a confirmation page after the donation is submitted, be sure your organization is following up immediately after every donation by sending a thank-you note. This will further confirm that you received the donation and show your donor that you’re grateful for their contribution. Consider sending new supporters a welcome packet or other information to greet them after their initial gift.
  • Call your new supporters. Calling new supporters personally shows them your organization cares deeply and wants to start a relationship. It’s a more personal way to thank them. In fact, our own research shows that calling donors at least once within 90 days of their first donation increases first-time donor retention by over 20%

Bloomerang_Ann Green Nonprofit_Calling First-Time Donors

As you can see, increasing the first-time donor retention rate is an effective first step to take in increasing your overall donor retention. You’re lucky to have such incredible supporters for your cause. Show them that gratitude and kick off your relationships right!

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3. Focus on engagement. 

Nonprofits have a bad habit of treating their donors like ATMs. When you need funding for something, your donors are there to support you. Well, that’s not quite right. Your donors are happy to help support your organization when they feel engaged and connected to your cause. 

Therefore, it’s important that nonprofits focus their attention on enhancing the engagement of and experience given to your donors. After all, they’ve already given to your cause, signaling that they want to be involved. 

Focus on engaging your supporters by: 

  • Showing them they’re partners in your mission. Give your supporters an opportunity to provide input on your organization’s activities through feedback and potential (virtual) meetings. This is especially important for your major donors. It shows them they’re true partners. After all, without their generous contributions, your philanthropic activities wouldn’t be possible. 
  • Tracking supporter engagement activities. Keeping track of supporters’ engagement can help your organization see when donors are in danger of lapsing so you can prevent that from happening. It also shows the types of activities your supporters are interested in so you can personalize outreach for further involvement. For example, if a donor has attended all of your events throughout the last year, you might send a personalized invitation to your next one because you know they enjoy that type of activity. 
  • Communicating with them frequently. Frequent communication is the key to staying at the forefront of your donors’ minds. Make sure to strike the perfect balance between contacting them frequently and not overloading their inboxes. Every communication you send should include helpful information so you’re not just sending messages solely for the sake of staying in contact. 

If you’re not sure how to incorporate additional engagement activities into your fundraising strategy, a nonprofit consultant may be able to help you refine your strategy. To find a consultant who is a good fit with your nonprofit, check out listings of top firms from trusted organizations. For instance, you may reference Bloomerang’s consultant directory or Aly Sterling Philanthropy’s list of top consultants.

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4. Stay transparent with supporters. 

Your supporters appreciate transparency. Not only do they want to know your organization is using their contributions wisely, they also want to help truly further your mission about which you and your supporters are both passionate. 

This means you should be transparent with your supporters about the successful strategies you try as well as those that aren’t successful. When you run into troubles or setbacks, communicate these, but be sure to also provide context. For instance, if you have a negative return on a fundraising campaign, explain what went wrong and how you’ll remedy the situation going forward. 

You can use resources such as email, your tax forms, your website, and newsletters to communicate ongoing updates and campaigns with your supporters. Our favorite method for summarizing and synthesizing your financial and philanthropic information to supporters is through your annual report

Your annual report should be used to support a larger fundraising strategy while honestly communicating status and progress to supporters. 

Some of the important elements to include in your nonprofit annual report are: 

  • Financial data. Provide a graph or a visual that makes it easy for supporters to see how much of your funding went towards philanthropic initiatives, overhead expenses, and fundraising costs. 
  • Projects completed. Tell your supporters about your wins from last year. Show them the impact of their support by explaining the projects and programs you were able to implement together. 
  • Donor appreciation. Consider giving a shout-out to your top supporters in your annual report. This shows these individuals how much they mean to your cause and can drive others to give more in hopes of being featured next year. 

In addition to your annual report this year, you may consider sending a report to supporters about the impact the pandemic has had on your organization. What were the disruptions it caused? Then, be sure to explain how you’ll get back on track, as well as how supporters can help with this process. 

Transparency instills a sense of trust with your supporters. If they think you’re being dishonest in any way, they won’t trust you and will likely stop giving. Building trust through transparent communication is key to building more effective relationships with supporters. 

Donor retention stems from building strong relationships with your supporters. This is especially important during difficult times such as these. Focus your time now on building relationships and improving donor retention so when things go back to normal, your organization will come out on top. Good luck!

 Jay Love, Co-Founder and current Chief Relationship Officer at Bloomerang

Jay has served this sector for 33 years and is considered the most well-known senior statesman whose advice is sought constantly.

Prior to Bloomerang, he was the CEO and Co-Founder of eTapestry for 11 years, which at the time was the leading SaaS technology company serving the charity sector. Jay and his team grew the company to more than 10,000 nonprofit clients, charting a decade of record growth.

He is a graduate of Butler University with a B.S. in Business Administration. Over the years, he has given more than 2,500 speeches around the world for the charity sector and is often the voice of new technology for fundraisers.

The 5 C”s of Good Communication

112660480_e48d18a191_wOne of the first posts I wrote when I started this blog was the 4 C’s of Good Content (clear, concise, conversational, and compelling). I decided to revisit that post and add a 5th C (connection). I gave it a new title, too.

Keep these 5 C’s 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 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. Get to the 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. 

Keep in mind that many donors won’t read something if it looks like it will be too long. That’s especially true now when we’re dealing with more information than we can take in.

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 dreaded passive voice. Is that the way you talk to your friends?

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. 

HOW TO MAKE YOUR NONPROFIT WRITING MORE CONVERSATIONAL

Is it Compelling?

Is whatever you’re writing going to capture someone’s attention right away and keep them interested? 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 a story that leads to a call to action.

9 Powerful Examples of Nonprofit Storytelling

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. 

The Importance of Segmenting Your 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 the people/community you serve. They also want to feel appreciated.

Keep these 5 C’s in mind to help ensure good communication with your donors.

Crafting the Perfect Donation Form: 6 Key Features

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By John Killoran

In the wake of COVID-19, nonprofits everywhere are rapidly adopting virtual fundraising strategies if they hadn’t already shifted to an online platform. In addition to mastering the most effective online fundraising practices, organizations should turn their focus to optimizing their donation forms to break through the clutter.

Here at Snowball Fundraising, we know the best campaigns start with a solid foundation of fundraising software. And of that software foundation, your donation form is the cornerstone

That’s why it’s the perfect time to make sure your donation form has everything you need for effective virtual fundraising! You want your donation forms to be engaging and relevant, whether it’s for a brand-new donor interacting with your organization for the first time or for a long-time, dedicated supporter.

If your nonprofit is looking to create or update a high-quality donation form to boost your fundraising efforts, be sure to include these 6 key features:

  1. Organization background
  2. Donor contact information
  3. Fundraising thermometer
  4. Suggested gift amount
  5. Payment information
  6. Recurring gift option

Snowball_Ann-Green-Nonprofit_Crafting-the-Perfect-Donation-Form-6-Key-Features_donation-form

As we walk through each characteristic of a perfect donation form, we’ll explain the significance of each and its purpose in the donation process. Ready to jump in? Let’s get started!

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1. Organization background

Be sure to include basic information about your organization on every donation form. Not only does this remind your donors where their money is going, but it can help boost your donor engagement levels as well. After all, engagement is all about communicating with donors and demonstrating your relevance!

Here are three background elements that should be featured in every donation page:

  • The name of the campaign: First and foremost, it’s important to include the name of your organization as well as a specific campaign title so donors know what their donation is funding. This should be big, clear, and easy to see.
  • Your nonprofit branding: Elements like your logo, color scheme, type font, and slogan can really help to bring your donation page together and make it feel like an integrated part of your website (rather than a third-party vendor).
  • A brief summary of your mission: Remind your donors what you stand for and how your organization is making a difference. By making a contribution to your cause, they’re becoming an integral partner in your mission, so it’s important to be clear about the purpose behind your nonprofit.

When donors can easily see the impact they’re making and the type of work your organization is doing, your donation page can continue to boost engagement while preventing donation form abandonment.

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2. Donor information

One of the first sections of your donation form should ask your donor for basic information about themselves. After a supporter gives, this information should be stored and organized in a nonprofit CRM (constituent relationship management) system to look back on and build donor relationships. 

Be sure to include these four basic fields, plus whichever details are most relevant to your organization:

  • Name: You’ll likely need your donor’s full name for legal purposes, but it’s also important to include an optional field so donors can specify a preferred name by which they’d like to be addressed. That way you can personalize your relationship going forward.
  • Birthdate: This is great information to have as you continue building donor relationships. Be sure to send out a “happy birthday” message whenever it’s a donor’s special day! This shouldn’t be a required field in case donors would prefer not to provide that information.
  • Address: By obtaining a donor’s physical address, you now have the ability to keep in touch via direct mail. Consider sending a handwritten thank-you note, personalized event invitations, and even some branded swag.
  • Contact: Try to collect multiple methods to contact each donor, such as a cell phone number and an email address. For best practice, ask donors to specify with which method they’d prefer to be contacted and then honor it.

It’s important to find the perfect balance between gathering significant information and overwhelming your donor. On the one hand, the more information you collect, the better you can segment your audience for marketing and communications purposes. On the other hand, too many required fields often leads to donation form abandonment and a missed opportunity for funding.

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3. Fundraising thermometer

Fundraising thermometers are a tried-and-true fundraising tool that are used to encourage donors and boost revenue. Traditional fundraising thermometers may have been hand-crafted and displayed in a prominent physical location. However, digital fundraising tools can be quickly and easily embedded in your donation form for better results.

Snowball’s guide to fundraising thermometers explains that this fundraising tool can boost any campaign by providing:

  • Instant gratification: While donating to a good cause does have a positive effect on the world, sometimes it can take some time to get results. When a donor submits their gift and sees the thermometer’s “temperature” rise, the individual gets the benefit of instant gratification, even if just a little!
  • Social proof: One big motivating factor in any charitable giving is social proof. When a donor sees that others have already given to your fundraiser, they’re more likely to contribute themselves. And thanks to your fundraising thermometer, prospective donors can easily visualize the number of donors who have already taken part.
  • Goal and progress tracking: Setting an aspirational, yet achievable, goal is an important prerequisite for fundraising. Then, throughout the campaign, a fundraising thermometer is a concrete illustration of your progress. When an individual sees that you’re so close to your goal, they might be more inclined to help out.

Not only do fundraising thermometers motivate your donors, but they can have similar effects on your fundraising team too. Whether that’s nonprofit staff, volunteers, or a combination of both, the dedicated leaders behind your fundraising efforts should feel motivated by the progress shown on a thermometer. Seeing how close you are to your goal and how far you’ve come as a team is a great encouragement for all involved.

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4. Suggested gift amount

Including suggested donation amounts allows donors to simply select a preset donation value and move forward in the donation process. It takes a lot of the stress off your donor by giving them one less item to worry about.

Consider these best practices when it comes to setting suggested gifts:

  • Adjust based on your target audience. This is where knowing your audience really comes in handy. If you tend to reach an affluent donor base, you can consider increasing your suggested asks, while more typical suggestions may be between $15 and $500.
  • Include several choices. Only offering one or two options can seem limiting, which is not what you want. Including a range of 4-6 suggested amounts can give your donor a nice baseline for an average donation, but still provide the freedom to choose.
  • Allow for “other” amounts too. And for those donors who don’t want to make a preselected donation, it’s important to leave an option for a write-in too. This way, donors can go smaller or larger than your suggestions, or choose a number in between.

Studies show that preset donation buttons can actually lead to an increase in the average gift size. If it’s easier on your donor and leads to boosted revenue, it’s a must-have for your donation page!

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5. Payment information

One of the biggest perks of online donations is the flexibility with which donors can pay. No longer do they have to make a cash withdrawal or sign and mail a check! Instead, you can accept online payments in a variety of ways.

Listed below are the two most common types of online payments. It’s a good idea to ask first for a preferred method of payment, and then follow up with the required fields based on the user’s response.

Here are the details you’ll need for each type of payment:

  • Credit/debit cards: For payments made by a debit or credit card, your donor will need to input their credit card number, CVV or security code, and expiration date.
  • ACH payments: For ACH payments, or Automated Clearing House, you’ll need your donor to input the type of bank account the money will be withdrawn from as well as the routing and account numbers.

The best donation tools work with a dedicated payment processor that then uses the information submitted to transfer funds from your donor’s bank account to your organization’s bank account. Learn more about nonprofit payment processing here.

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6. Recurring gift option

Recurring gifts are a nonprofit’s best friend. That’s what happens when a donor chooses to give to your organization on a regular, automatic schedule. 

Fundraising professionals know that it’s much more cost-effective to retain a donor than to be constantly securing new ones. Even better is when the donation is automatically transferred to your bank account every so often without any extra effort on your part or theirs.

Recurring gifts are a win-win because:

  • They’re convenient for your donor. Although you’re working to create an easy-to-use, streamlined donation form that donors will love, the act of filling out a form takes time. If a donor wants to continue supporting your nonprofit without having to enter their financial information again (until their credit cards expire), recurring gifts are the way to go.
  • They bring consistent funding to your organization. Charities often see a rise in giving around the holidays, with lower overall revenue at other times. But with recurring gifts, your organization can count on a steady stream of revenue throughout the year.

Be sure to offer various payment schedules, including a weekly, monthly, or yearly basis. If you make the option readily available and super simple, you might be surprised how many donors choose to enable a recurring gift schedule.

Because your donation page is the foundation of all your online fundraising efforts, it’s important to invest the time and effort into making it perfect. By incorporating each of these six features into your online donation form, you’ll be off to a great start.

For more inspiration, check out Morweb’s list of top donation pages to see some of these best practices in action. Learn from other successful organizations and campaigns to find out how you can improve your own! 

John Killoran

John Killoran is an inventor, entrepreneur, and the Chairman of Clover Leaf Solutions, a national lab services company. He currently leads Clover Leaf’s investment in Snowball Fundraising, an online fundraising platform for nonprofit organizations. 

Snowball was one of John’s first public innovations; it’s a fundraising platform that offers text-to-give, online giving, events, and peer-to-peer fundraising tools for nonprofits. By making giving simple, Snowball increases the donations that these organizations can raise online. The Snowball effect is real! John founded Snowball in 2011. Now, it serves over 7,000 nonprofits and is the #1 nonprofit fundraising platform.

Let Your Monthly Donors Know They Matter

49721980232_404e8b4a08_wI write about monthly donors a lot because it’s an important part of nonprofit fundraising.

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 as we continue to navigate through this economic downtown.

You may have had events planned this spring that won’t bring in the money you had hoped for. But your monthly donations should keep coming in. If you’ve been fundraising during the COVID-19 outbreak, which you should be, you may be seeing some additional revenue. Keep it up.

Of course, your monthly donors, and all donors, are so much more than the money they give. They matter and they need to know that.

Check in with your monthly donors

If you’ve been silent the last couple of months, your first communication with your monthly donors needs to be a check-in. Ask how they’re doing. Let them know how much you appreciate their support and give specific examples of how their continued support is helping the people/community you serve right now.

Make a request for an additional gift or upgrade

Don’t send your monthly donors a generic fundraising appeal. Recognize them as monthly donors and thank them for that. Ask for an additional gift or upgrade. An additional one-time gift may be more feasible, but it never hurts to ask for an upgrade. 

Keep in mind your appeal needs to be clear, specific, and relevant to the current situation.

Do a great job of thanking your monthly donors

Once you receive a donation, your monthly donors get an extra special thank you. Thank them specifically for their additional gift or upgrade. If they’re new donors or current single gift donors who have become monthly donors, welcome them to your family of monthly donors.

If you’re one of the organizations that send thank you emails to your monthly donors each month, could you please make them less generic by addressing how your donors’ gifts are helping right now?

Promote monthly giving

When you’re fundraising, which you know you should be doing, put monthly giving front and center. Mention it in your appeal and make it a prominent part of your donation page.

If donors are worried about their financial situation right now, giving $5.00 or $10.00 a month may be more doable.

It will help you as well. On average, monthly donors give more. Besides being able to raise more money and have a steady stream of revenue, the retention rate for monthly donors is an impressive 90%. That’s significantly higher than other retention rates.

Monthly giving is a win-win for your nonprofit organization. 

Stay in touch with your monthly donors

Send updates to your monthly donors letting them know how their gifts are helping right now. I received an email from an organization with the subject line – Ann, look what you’ve done!  

The message opened with  – The stories below showcase how your invaluable monthly support is being put to action, responding to hunger on the front lines of the COVID-19 crisis. Each story included the ever so important, because of your monthly donations or because of your monthly support.

Try to stay in touch with your donors every week or two. It can and should be something relatively short. I’ve been recommending shorter, more frequent communication over the past few weeks.

You can do this! Keeping it short will make it easier.

What happens if monthly donors stop giving

There’s been some talk lately of donors discontinuing their monthly gifts. If that happens, reach out to them by phone or email and ask why. If they’re concerned about their financial situation, let them know you understand and hope they’ll be able to support you again in the future. Thank them for supporting you in the past and stay in touch with engaging updates.

4 Tips for Avoiding Monthly Donor Churn During COVID-19 (and Beyond)

If you find out donors stopped supporting you because of poor communication or they don’t feel you’re making enough of an impact, that’s something you can change.

While some monthly donors might be discontinuing their gifts, others are stepping up and giving additional donations. It will be different for every organization so pay attention to what going on with your monthly donors.

Good News About Monthly Donors…

Pay attention to expiring credit cards

Something else you want to monitor is expiring credit cards. If you haven’t already done this, set up a system where you can flag any credit cards that are going to expire in the next month or two. Don’t rely on your donors to keep track of this, especially now.

Email or call any donors whose credit cards are in danger of expiring. Of course, thank them for being a monthly donor, and include a donation link and/or give a phone number where they can update their credit card information. You could also encourage donors to give via an electronic funds transfer from their bank account instead. Then neither you nor your donors need to worry about credit cards expiring.

Your nonprofit may struggle for a while so you don’t want to miss out on these donations.

Your monthly donors made a commitment to you with their continuous support. Make the same commitment to them by letting them know they matter.