How to Create a Fundraising Appeal That Will Help You Raise More Money

September 16, 2025 Ann Green appeal letters, direct mail, donor retention, donor-centered, fundraising, writing, year-end appeal appeal letters, direct mail, donor retention, donor-centered, fundraising, writing, year-end appeal

September is here. It’s back to school for the kids, pumpkin spice is everywhere, and depending on where you live, the humidity and hot weather are out of here.

September also brings us to the start of the busiest time of the year for nonprofit organizations, especially if you’re doing a year-end appeal.

Even though you may not launch your campaign until later in the fall, you should get started on your appeal letter now. If you haven’t even started thinking about your whole campaign, don’t wait any longer. Everything always takes more time than you think.

You need to create an appeal that will stand out and resonate with your donors. If you’ve been using the same boring, generic template for years, it’s time for something new.

You need a letter that takes into account what’s going on in 2025. How are the everchanging current situations affecting your clients/community?

Your appeal also needs to be personal – both for your donors and when you write about your clients/community.

Here are some ways you can create a better appeal that stands out and can help you raise more money.

Your envelope matters

You may not think your envelope makes much of a difference, but it does. 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.

Make it look as personal as possible. Use something other than the standard #10 white business envelope and steer clear of a window envelope because that makes it look like a bill. Think about using an oversized or colored envelope.

Perhaps you’d like to include a teaser on the outer envelope. Fundraising experts are mixed on whether this is a good idea. It makes it look less personal, but a good teaser can capture your donor’s attention. This doesn’t mean one that says 2025 Annual Appeal. That’s not inspiring. Instead, say something like – Find out how you can help kids learn to read. Remember, your goal is to get your donor to open the envelope.

A hand-addressed envelope will look more personal. If that isn’t feasible, print directly on the envelope. You could also use mailing labels. Use some nice 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.

Here’s an example – Melanie, a single mother with three kids, has gone through a lot over the past few years. It’s been hard to find work that pays enough and groceries are so expensive. Sometimes she’s forced to choose between buying groceries and paying the heating bill.

But thanks to generous donors like you (or because of our generous donors if you’re writing to people who haven’t given before), she’s been able to get boxes of healthy food at the Eastside Community Food Pantry. At first, Melanie was embarrassed that she had to rely on a food pantry to feed her family, but she’s always treated with respect and dignity when she visits.

We want to continue providing Melanie and other members of our community with healthy food when they need it. We’re seeing more people coming in right now because of rising food costs and cuts in benefits.

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 reply form. Photos can tell a story in an instant.

Next comes the 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. Don’t be afraid to ask your donors to upgrade their gifts. I realize some donors may be feeling pinched financially and won’t be able to give as much or at all, but some will give more. People want to help if they can.

Phrase your ask like this – We’re so grateful for your previous gift of $50. We’re continuing to see more people coming into the food pantry right now. Would you be able to help us out a little more this time with a gift of $75?

Asking for an upgrade can help you raise more money. Also, if you’ve been doing a good job of engaging your donors throughout the year (and I hope that’s the case), they shouldn’t mind if you ask for a larger gift. Including the amount of your donor’s previous gift is helpful since people don’t often remember what they gave before.

Be sure the ask is the only call to action in your appeal. Don’t distract people with information about an upcoming event or volunteering. Save that for a different message.

It’s not about your organization

Focus on your donors and your clients/community. Keep your organization in the background.

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 when you use terms like at-risk youth or underserved communities. They are people, after all.

Share your successes and challenges

Highlight some of your accomplishments, but you can share challenges, too. Show how you plan to continue your work with your donor’s help.

Personalization is crucial

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 your current donors. They’re your best bet for getting donations. Let them know how much you appreciate their support.

Also, send a specific appeal tailored to monthly donors, giving them the recognition they deserve. For your year-end appeal, I would thank them for all their generous support and ask them to give an additional gift. You can ask them to upgrade at a different time.

Don’t 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 (first names are best) 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?

If this sounds like a lot of work, then give yourself plenty of time. This is important. Personalizing your letters can also help you raise more money.

Make it easy for your donors to give

Include a reply envelope with amounts to check off or a reply form and a return envelope. Create donation tiers that show what each amount will fund. Do this on your donation page, too.

If donors have given before, you can include that amount on the reply form and also customize their giving strings.

Some donors prefer to donate online. Direct them to a user-friendly donation page on your website. You could create a QR code for your letter and reply device. Make sure your donation page is mobile-friendly, too.

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.

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 (and 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, such as serif, and at least a 12-point type (14 is even better).

Human attention spans are less than 10 seconds. But go figure, longer fundraising letters (four pages as opposed to two) have been shown to perform better, especially for prospective donors.

Resist the temptation to create a one-page letter. This often means cramming a bunch of tiny text on the page. With a longer letter, you’ll have more space to tell a story and repeat your messages. You can also break up the text with a photo, testimonials, and short paragraphs. Printing on both sides of the page is fine, too.

Quality and readability are essential here. Make every word count.

Think of your letter as a conversation with a friend

You can create a better, more personal 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.

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

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

Be sure to add a P.S. People often gravitate to the P.S. as they scan the letter, so include something that will capture their attention. It may be the only thing they look at. It should include information that’s already in your appeal – Please donate now to help us feed more families in the community. Don’t distract people with information about volunteering, an upcoming event, etc.

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. You could also stick on a handwritten Post-it note. Hand-sign the letters in blue ink.

Spend some time writing a better, more personal appeal letter that will stand out and help bring you the donations you need. Good luck!

Image by Howard Lake

Why You Need to Start Planning Your Year-End Fundraising Campaign Now

August 5, 2025 Ann Green database, direct mail, donation page, fundraising, gratitude, planning, year-end appeal database, direct mail, donation page, fundraising, planning, thank you, year-end appeal

Wow, it’s already August. And it won’t be too long until September rolls around. I know it’s hard to think about fall when it’s been sweltering for most of the summer. Even so, September will be here before you know it, and we’ll be seeing all things pumpkin spice.

If you’re doing a year-end fundraising campaign, you’ll want to start planning it now, hopefully in an air-conditioned space. You don’t want to wait too long, especially if you’re behind in your revenue goals.

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

How much money do you need to raise?

You may have already set a goal for your year-end campaign in your 2025 fundraising plan (at least I hope you did), and maybe that has changed.

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

Do you have a campaign plan?

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

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

When do you want to launch your appeal? If you’ve experienced funding cuts and are behind in your fundraising goals, you might want to start your campaign earlier – maybe in October. Make sure your goal is to have the letters done at least a week before that, because things always take longer than you think they will. Work backwards to figure out how you can get to your proposed send date.

Keep in mind you’ll be competing with many other organizations that are doing appeals. Think about how you can make yours stand out.

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

Do you have a good story and photo to share?

If you’ve been using the same boring, generic appeal letter template for the last few years, it’s time for a refresh. It’s a good idea to revise your templates at least once a year. Situations keep changing and usually not for the better, so you need to take that into account.

A good way to start is to create an engaging story for your appeal. What challenges are your clients/community facing? Many people are struggling right now. Focus on them, not your organization. Each year is different and this is why you need new stories.

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

How can your donors help you make a difference?

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

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

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

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

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

Are your mailing lists in good shape?

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

Also, now is a good time to segment your mailing lists – current donors, monthly donors, lapsed donors, event attendees, etc. This is so important. Your current donors are your best source of donations. You should have more success if you can personalize your appeal letters. Acknowledge if someone has donated in the past or is a monthly donor. Donors like it when you recognize them for who they are, so don’t send everyone the same appeal.

Do you have enough letterhead, envelopes, and stamps?

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

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

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

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

Is it easy to donate online?

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

One way to ensure a good experience is to have someone on your staff or, even better, someone outside of your organization make a donation on your website. If they want to run out of the room kicking and screaming, then you have some work to do.

Do you offer a monthly or recurring giving option?

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

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

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

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

How will you thank your donors?

Be sure to spend as much time on your thank you letter/note as you do on your appeal letter and write them at the same time. And if it’s been a while since you’ve freshened up your thank you templates, I think you know what you need to do. It’s so important to thank your donors and thank them well as soon as you receive their gifts, so have a thank you letter/note ready to go. Don’t treat thanking your donors as an afterthought.

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

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

How will you keep up with your donor communication?

Even though you’ll be busy with your fundraising campaign, 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. I’m a big fan of postcards. You could create a thank you video or a video that gives a behind-the-scenes look at your organization. Maybe you could hold an open house or offer tours. Just don’t disappear until appeal time.

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

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

Best of luck!

Photo by creditscoregeek.com/

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

July 29, 2025July 29, 2025 Ann Green Communications, donor engagement, donor relations, donor-centered, fundraising, gratitude, writing Communications, donor centered, donor engagement, donor relations, fundraising, gratitude, writing

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

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

Is it Clear?

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

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

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

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

Is it Concise?

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

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

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

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

Make all your words count.

Is it Conversational?

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

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

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

Is it Compelling?

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

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

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

Are you establishing a connection?

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

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

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

6 Unique Volunteer Opportunities to Offer Supporters

July 22, 2025 Ann Green fundraising, in-kind donations, planning, volunteers fundraising, in-kind donations, planning, volunteers

Volunteer opportunities come in all shapes and sizes, and unique positions can keep your supporter community engaged. Discover these six unique volunteer roles.

By Kyle Payton

Volunteers make the nonprofit world go round. From helping out on mission-related projects to participating in fundraisers and making sure events run smoothly, volunteers lend their time and energy to see a wide range of tasks to completion.

While many volunteers are happy to lend a hand to important but run-of-the-mill opportunities, others might be intrigued by more unique offerings. While volunteer roles vary from nonprofit to nonprofit — after all, a thrift store, healthcare organization, and animal shelter likely all have very different offerings — there may be opportunities to provide new and interesting roles at your organization.

To keep your nonprofit’s volunteer program lively and accessible to all supporters, consider whether you can offer unique volunteer opportunities like these:

1. Remote positions.

Double the Donation’s volunteer statistics report found that 49% of individuals feel that work obligations are their biggest obstacle to volunteering. For potential volunteers with a typical 9-5 schedule, heading to your volunteer site after a long day at work is the last thing on their minds.

Fortunately, you can engage these would-be volunteers by enabling them to volunteer remotely. This way, they can volunteer whenever it’s most convenient for them from the comfort of their own homes. Plus, by taking volunteering online, your nonprofit can provide a range of unique virtual opportunities.

For example, environmental and research-based nonprofits engage thousands of volunteers through initiatives like Zooniverse, where online volunteers are encouraged to catalogue as many photographs and audio samples as they desire. If your nonprofit has vast data sets that can’t easily be analyzed by automated tools, consider setting up a similar online volunteer offering for your supporters.

Additionally, volunteers can help out online in a variety of more typical but still useful ways. For instance, they might help clean up your database and mailing lists by identifying duplicate and outdated information or chip in to help your marketing campaign by creating copy and images remotely, then sharing the finished assets with your team.

2. Translation.

The more audiences your nonprofit can reach, the more donors you can engage and constituents you can serve. Volunteers with translation skills can lend their talents by translating a range of your nonprofit’s key documents into other languages. For instance, you might ask volunteers to translate:

Your website, focusing specifically on core pages like your homepage, contact information, and services pages
Program information documents that explain what services you offer and how individuals can seek help or enroll in programs
Outreach materials, ranging from your email newsletter to social media posts to video transcripts

While some nonprofits rely on automatic or machine translations, these often have errors or lack the nuances that a human translator will pick up on, making these volunteers invaluable. If your nonprofit serves multilingual communities, a translator can help connect with new constituents and supporters in a way they can understand, helping build trust.

3. Donation organizer and cataloguer.

In-kind donations keep many types of nonprofits going, from homeless shelters to thrift stores. However, after you collect donations, you’ll need someone to sort through what you received and catalogue it.

Volunteers managing in-kind donations need to:

Catalogue all items by writing a detailed description that explains what the item is and what condition it’s in.
Enter items into your database — this will likely be an inventory management system where your nonprofit keeps track of supplies.
Communicate with donors, such as confirming their donation was received, thanking them for their donation, informing them when their donation receipt will be available, and answering any questions they may have.

When it comes to accepting in-kind donations, some steps in this process might require unique skills. For instance, to properly issue donation receipts, you’ll need to calculate the fair market value of the items donated. Nonprofits that run thrift stores might receive rare, unique, and high-value items that only a specialist can properly appraise.

4. Peer-to-peer fundraiser.

Hosting fundraisers that cut through the noise of daily life can be a challenge. However, while it’s easy to overlook a fundraising request from a nonprofit you’ve never heard of, you’re far more likely to open a message from a friend discussing a cause they feel passionate about.

Peer-to-peer volunteers fundraise on your nonprofit’s behalf. All your nonprofit needs to do is set them up with an individual fundraising page. Then, the volunteer reaches out to their friends, family, and followers to facilitate donations from individuals your nonprofit might not have otherwise ever contacted.

5. Greeter or tour guide.

Volunteers do a lot of work behind the scenes, but they can play an important role in presenting your nonprofit to the general public. Sociable, energetic volunteers can be the face of your nonprofit by serving as greeters and tour guides.

To get the volunteers up to speed and ensure they present your nonprofit in the right light, be sure to:

Recruit individuals with people skills. All volunteer roles require their own unique skill sets, and any position that involves interacting with the public requires friendliness and patience in addition to listening, conflict de-escalation, and leadership skills.
Conduct training. Greeters and tour guides are expected to be knowledgeable about the ins and outs of your nonprofit. While you can’t train for every possible situation, conduct onboarding so volunteers know what their responsibilities include and have a strong understanding of your nonprofit and its mission.
Provide expectation guidelines. As they are the faces of your nonprofit, implement guidelines for how these volunteers are expected to behave and represent your organization. For example, you might have a dress code for greeters and a uniform for tour guides.

Greeters, tour guides, and other public-facing roles are tasked with creating a positive supporter experience for your audience. Ensure they have the tools to help your organization make a good impression, build connections, and encourage future engagement.

6. Donation drive coordinator.

Some of your experienced volunteers might be looking for a bit more responsibility, and you can provide it by giving them the tools and support they need to run donation drives on your behalf. In-kind donation drives are often mass collaborations between your nonprofit and a range of organizations, so having individuals step up to build those connections can be invaluable.

Donation drive coordinators will do everything from reaching out to businesses and other organizations in your community to marketing your drive to overseeing and retrieving items from your donation drop-off sites.

ThriftCart’s guide to inventory management advises nonprofits to use collection bins, which can be branded to your organization, so supporters know exactly who they’re donating to. Your volunteers will then need to frequently check these bins to collect donations and ensure the bins and their surrounding areas remain clean and organized.

Volunteers can accomplish a wide range of odd jobs around your nonprofit that are vital for your organization’s continued success. Promote unique roles and recruit more volunteers by listing interesting opportunities on your website and letting your base of recurring volunteers know whenever any out-of-the-ordinary positions come up.

Kyle Payton is the general manager of ThriftCart, an all-in-one point-of-sale product assisting nonprofits and small businesses in navigating the complexities of retail.

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

June 30, 2025 Ann Green Communications, donor engagement, fundraising, gratitude, planning communications, donor engagement, fundraising, gratitude, planning

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

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

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

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

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

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

Start or enhance your monthly giving program

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

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

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

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

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

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

Get in touch with your lapsed donors

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

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

Look into higher levels of giving

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

Ramp up your donor engagement

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

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

Make improvements to your donor communication

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

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

It’s not too late, yet

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

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

Keep monitoring your progress to help ensure a successful year.

Event Ideas to Strengthen Donor-Beneficiary Relationships

June 10, 2025 Ann Green donor engagement, donor relations, events, fundraising, gratitude, stories donor engagement, donor relations, events, fundraising, gratitude, storytelling

Explore top event ideas to strengthen relationships between donors and beneficiaries, enhance engagement, and maximize fundraising success for your nonprofit.

By Jen Wemhoff

Nonprofit fundraising is about more than just dollars—it’s about connections. Strong relationships between donors and beneficiaries can deepen donor engagement, build trust, and generate more meaningful support for your organization’s mission. For smaller nonprofits, these relationships are incredibly powerful. They humanize your work, turn statistics into human-driven stories, and can help transform one-time donors into long-term supporters.

When donors have the opportunity to see and hear the real-world impact of their giving and meet the people whose lives have been changed because of their contributions, it cultivates a deeper sense of purpose. One of the most effective ways to do this is through events that bring donors and beneficiaries together in intentional ways. Here are four event ideas that can help your nonprofit foster deeper connections between donors and the people they’re helping.

1. Charity Golf Tournament

A charity golf tournament offers a relaxed setting centered around an enjoyable event where meaningful conversations and connections happen naturally. Unlike more structured events, golf tournaments provide plenty of downtime between holes and during post-golf activities like a cocktail hour, reception, or banquet, which provides an organic interaction between donors, beneficiaries, volunteers, and staff.

Why It Works:

Participation opportunities for beneficiaries. Invite beneficiaries to join foursomes or serve as event speakers. Their presence adds authenticity and helps donors connect their support to real stories.
Informal setting. The laid-back nature of the day encourages casual, authentic conversations that can’t be achieved with a formal program.
Multi-purpose. You can integrate storytelling, donor recognition, and fundraising opportunities into one event.

Golf Tournament Pro Tips:

GolfStatus recommends getting creative by adding a theme to your tournament that helps drive home your mission to participants.
Invite a beneficiary to share their story during opening remarks or the awards ceremony.
Set up a casual “Meet and Greet” session over breakfast or lunch before the tournament begins or over drinks and appetizers after the round finishes, where donors and beneficiaries can connect.
Add additional fundraising elements like a raffle with items or experiences tied to your mission to spotlight beneficiary needs or milestones.

2. Storytelling Event

Storytelling events, whether hosted in person or online, center on experiences. Beneficiaries share their personal journeys, and donors see the direct results of their support. Both groups get to witness the people behind the mission.

Why It Works:

Emotional connection to your nonprofit. Stories humanize your work in ways that data and numbers simply can’t. Hearing someone describe how a program changed their life is more powerful than any campaign report.
Clarity and transparency. When donors hear directly from organizational beneficiaries, it reinforces your mission and impact in a tangible, memorable way.
Flexibility. A storytelling event allows you to choose how and when to hold it. You might fold it into another event (like your golf tournament) or host a series of online sessions once a month.

Storytelling Events Pro Tips:

Use video, photos, and music to amplify the emotional impact of the beneficiary stories and your mission.
Tie each story to a specific call to action, such as making a donation, volunteering to help with an event or initiative, or participating in an advocacy effort.
To foster meaningful connections, make the event as interactive as possible. Offer live Q&A, breakout rooms, or discussion prompts to allow donors and beneficiaries to talk directly with one another.

3. Community Dinner or Picnic

Want a high-impact way to bring people together? Host a casual community dinner or picnic. These types of relaxed events invite people to gather together in a friendly, informal atmosphere to forge genuine connections and relationships.

Why It Works:

Authenticity. A potluck or BBQ can feel more like a family reunion than a fundraising event. That kind of setting opens the door to real, heartfelt conversations.
Accessibility. These events are typically less expensive than a formal gala or corporate gathering, and are easy to host at a local park, community center, or even someone’s backyard.

Community Dinner Pro Tips:

Create a “meet the beneficiary” table or booth where willing beneficiaries can chat with attendees and share their experiences.
Include a special “thank you” segment at the dinner where beneficiaries personally express appreciation to donors. This could be as simple as a few brief testimonials or even thank-you cards distributed at tables.

4. Workshop or Educational Panel

Consider hosting a workshop, discussion panel, conference session, or series of open-table conversations where donors and beneficiaries participate. Center the discussions around topics relevant to your nonprofit’s mission and work, allowing both groups to engage with and learn from each other.

Why It Works:

Shared learning. These types of sessions position donors and beneficiaries as co-learners, fostering empathy, respect, and shared purpose of your organization’s mission.
Dialogue and insight. Donors hear firsthand about lived experiences from those who have benefited from the nonprofit’s services, and beneficiaries gain visibility and confidence by sharing their story and letting their voices be heard.

Discussion Event Pro Tips:

Choose discussion topics that matter to both audiences. You might invite representatives from each group to collaborate on designing the agenda and topics.
Use a skilled moderator to guide the discussion and ensure equal participation from both donors and beneficiaries.
Consider hands-on workshops where beneficiaries and donors collaborate. For example, you might offer a session on financial literacy or resume writing led by a donor with expertise in those areas, which gives donors the chance to learn more about a beneficiary’s journey.

Final Thoughts

You don’t need a huge staff or a big budget to pull off events like those mentioned in this guide. Think about strategic ways to stretch your resources, such as:

Leveraging partnerships. Tap into community organizations, schools, or local businesses that might donate space, catering, or supplies in exchange for recognition.
Securing sponsorships. Local businesses are often willing to sponsor nonprofit fundraising events, especially when they earn positive brand exposure and appreciate the community impact.
Aligning with corporate social responsibility goals. Reach out to companies already committed to giving back through corporate social responsibility initiatives.

The key to meaningful donor engagement isn’t just showing impact—it’s creating opportunities for donors to feel it firsthand. When donors and beneficiaries connect, it dissolves the distance between giving and receiving. For smaller nonprofits, these events are more than just good ideas, they can be powerful tools for transformation. So, whether it’s on the golf course, around a picnic table, or inside a community hall, start planning your next event with relationships in mind!

Jen Wemhoff came to GolfStatus in 2020 after 20 years in the nonprofit industry. Her favorite things about golf are its ability to bring people together and its capacity to raise money for important causes, and she is one of the co-founders of the Putt Putt Fore Puppies mini golf tournament. She can be found listening to the Interstellar soundtrack while writing content for GolfStatus’ educational guides, templates, blogs, case studies, webinars, and more. She likes to brag about sinking a 25-foot putt at Victoria National Golf Club during her first round of golf in years. Jen and her husband, Mark, have two daughters, Anna and Elsa (who are not named for the movie Frozen), and love to cheer on the Kansas City Chiefs and Nebraska Cornhuskers.

4 Tips to Optimize Your Donor Database to Boost Engagement

April 28, 2025 Ann Green database, donor engagement, donor relations, fundraising database, donor engagement, donor relations

Your donor database is an effective tool for boosting engagement at your nonprofit—if you optimize and leverage it strategically. Learn more in this guide.

By Sarah Tedesco

It’s no secret that effective donor engagement is vital to your nonprofit’s success. Individual donations make up a large portion of most nonprofits’ funding, and those donors generally want to feel connected to and appreciated by the organizations they support. So, you need to build strong donor relationships to secure the necessary resources to further your organization’s mission (and simply to keep the lights on!).

A robust donor database or constituent relationship management (CRM) system is one of the best tools you have at your disposal to boost engagement at your nonprofit. However, this solution can only serve your organization to its fullest potential if you maintain it carefully and leverage it strategically.

In this guide, we’ll discuss four ways to optimize your nonprofit’s donor database so it’s as useful as possible for increasing engagement. Let’s dive in!

1. Create Thorough Donor Profiles

Donor profiles are essential relationship-building tools that are built into nearly every nonprofit CRM. These resources track all of the important information you’ve learned about current and potential supporters of your organization—one profile per donor.

While your database may come with some pre-built fields, you’ll likely have to customize your profiles to account for all of the data you need to track. DonorSearch’s guide to donor profiles recommends including the following sections in each one you create:

[alt text: A checklist of elements to include in supporter profiles to optimize your donor database, which are explained below.]

Donor overview: Displays the donor’s name, giving status (prospect, one-time donor, repeat donor, etc.), and the date of their last interaction with your nonprofit for quick reference.
Basic details: Tracks contact information and other general personal data (full and preferred name, pronouns, birthday, preferred communication method, etc.).
Personal history: Includes a donor’s education level, wealth information, and interests so you know why they support your nonprofit and how much they could give.
Familial information: Makes your interactions with donors more personal and allows you to involve their spouse, children, and other family members in your mission.
Professional affiliations: Helps you dive deeper into donors’ financial situations, networking connections, and ability to participate in workplace giving.
Organizational connections: Compiles donors’ giving history and involvement in other activities at your nonprofit to help you choose the right next steps for engaging them.
Philanthropic ties: Lets you know if donors have contributed to other similar nonprofits, so you can more accurately gauge their affinity for your mission.

Treat your donor profiles as living documents. Every time a supporter engages with your organization, update their profile with the new data (either manually or automatically) so you can stay on top of their involvement and more effectively strategize ways to deepen your relationship with them.

2. Segment Your Supporters

Once you’ve created profiles for individual donors, segmentation allows you to keep your database organized and communicate more personally with large numbers of supporters. To segment your donors, group them according to shared characteristics found in their profiles, such as:

Demographics: Age, location, education, marital and family status, wealth
Psychographics: Hobbies, interests, values, connections to your mission, preferred communication channels
Giving history: Average donation amount, frequency and recency of giving, lifetime value to your nonprofit
Non-donation engagement: Event attendance, volunteer hours, board service, in-kind contributions, advocacy campaign participation

From here, you can more easily choose which segments to prioritize during particular fundraising initiatives and send targeted appeals using their preferred channels. For example, a segment of older, wealthy donors might be the best group for direct mail outreach promoting your annual fund. However, a segment of younger supporters who tend to make smaller donations but are passionate about advocacy may be the most likely to see, contribute to, and share a crowdfunding campaign on social media.

3. Integrate Your Database With Other Nonprofit Software

Integrations allow data to transfer automatically from your nonprofit’s other fundraising and management platforms to its CRM, saving your team time and reducing the risk of errors that come with manual entry.

Depending on your current technology stack, consider integrating the following tools with your database:

Online donation processors to update supporters’ giving history in real time and track their status as recurring or sporadic donors.
Event management solutions to log donors’ registrations, merchandise and auction item purchases, and peer-to-peer fundraising participation for a-thon style events.
Corporate giving tools to track which donors are eligible for and have requested matching gifts or volunteer grants, as well as connections to businesses that might partner with you to sponsor events or host team volunteer days.
Accounting software to ensure your giving data matches your financial records for accurate reporting and compliance.
Volunteer management systems to link supporters’ volunteer involvement with their giving, which can help you encourage volunteers to become donors and vice versa.
Communication platforms to more easily send targeted messages to specific segments and monitor donors’ engagement with emails, text messages, social media posts, and other digital marketing content.
Prospect research databases to dig deeper into supporters’ wealth and philanthropic details so you can find potential major and planned giving donors who already have a relationship with your organization, which makes cultivation easier.

Some of these tools (particularly corporate giving and prospect research solutions) are usually sold separately from donor databases, while others might be built into or available as add-ons for more robust CRM systems. Before you invest in a new platform, ensure there isn’t a comparable tool available in your CRM already, so you can avoid paying for duplicate software subscriptions. If not, check whether the solutions you’re considering integrate with your existing donor database so your whole tech stack can work together once you make your final decision.

4. Practice Good Data Hygiene

Your donor database will be most useful to your nonprofit if you consistently maintain the data within it to ensure accuracy and relevance. To set up a solid management system, Double the Donation’s guide to data hygiene best practices explains that you should:

Audit your CRM—i.e., review your entire database to identify and remove any inaccurate, inconsistent, or duplicate data and migrate in any information stored in other locations.
Assign data responsibilities so your staff knows who is in charge of managing specific categories of information or performing certain ongoing maintenance tasks.
Evaluate your data collection strategy to ensure you’re prioritizing the right segments and storing data that will help you achieve your nonprofit’s current goals.
Develop standards for when to enter new data, how to solve common CRM problems, and how to format certain types of information (e.g., abbreviations for streets and state names as seen in donors’ mailing addresses) to ensure consistency.
Continuously update and validate information, leveraging your prospect research tools or investing in data appending as needed.

Hold training sessions to introduce these best practices to your team, and compile them in a handbook for easy reference going forward. Remember to also cover your organization’s rules for ensuring data security and ethical collection methods in this training to help you maintain donors’ trust and avoid legal issues related to your database.

The tips above should give you a solid foundation for leveraging your nonprofit’s CRM to boost donor engagement. Remember to adapt your strategy to align with your organization’s goals and the capabilities of your specific database and complementary solutions. Happy fundraising!

Sarah Tedesco is the Chief Operating Officer and Part Owner of DonorSearch, a prospect research company that focuses on proven philanthropy. Sarah is responsible for managing the production and customer support department, which focuses on client contract fulfillment, retention, and satisfaction. She also collaborates with other team members in various areas like sales, marketing, and product development. Sarah holds an MBA from the University of Maryland and worked as a foundation prospect researcher before joining DonorSearch, providing her with industry experience that she applies to her responsibilities day-to-day.

Remember These Four Words – Ask, Thank, Report, Repeat

February 25, 2025 Ann Green Communications, donor engagement, fundraising, gratitude, impact report, newsletter, thank you letters, writing communications, donor engagement, fundraising, impact report, newsletter, thank you, writing

It’s important for you to remember these four words – Ask, Thank, Report, Repeat If your nonprofit follows this fundraising formula, you should be more successful.

Many organizations just practice Ask, Ask, Ask. If that’s what you’re doing, are you raising the money you need? Because what’s most important is to thank and report before you ask for another donation. Going a step further, fundraising expert Penelope Burk recommends seven touches before asking for another gift.

Of course, formulas are good in theory, but you can’t just go through the motions. Some organizations practice Ask, Bore, Brag. If you do it well, the Ask, Thank, Report, Repeat formula can help you raise more money, build relationships, and boost your retention rate.

Asking for donations is not all or nothing

Many nonprofit organizations spend a lot of time asking and not that much on thanking and reporting.

At certain times of the year, such as GivingTuesday and year-end, nonprofits blast donors with a bunch of generic appeals. Other organizations are skittish about asking for money. They might bury the ask in the appeal or think donors don’t want to give during uncertain times, such as when there are proposed cuts in federal funding or a recession (absolutely not true). Donors often step up during times of uncertainty, if they can.

A good fundraising appeal starts with a story followed by a clear, prominent ask. You’ll want to repeat your ask at least once more in the appeal. Make sure you include that first ask right away. Many people don’t read the end of the appeal. One exception to this is the P.S., which you should include.

Your fundraising appeal shouldn’t focus too much on your organization – rambling on about how great you are. Your organization may be great, but let your donors figure that out. Your donors are the ones who are great and they want to hear how they can help you make a difference for your clients/community.

Segment your appeal to the appropriate audience. Thank past donors or reference your relationship to a potential donor. Maybe they’re event attendees, volunteers, or friends of board members.

Address your appeal to a person and not Dear Friend.

Don’t use jargon or other language your donors won’t understand. Instead of saying we’re helping at-risk youth, say something like – With your support, our tutoring program can help more students graduate from high school on time.

Your appeal should make people feel good about donating to your organization. Think of fundraising as the start or continuation of a relationship, not a transaction.

You can and should also thank and update/report back to your donors in your appeal.

Thanking your donors is all about thanking your donors

Your thank you letters/emails/handwritten notes need to be all about thanking your donors. Sounds obvious, right, but many thank you letters don’t do a great job of saying thank you.

First, your thank you letter (or better yet, a handwritten note) needs to open with something like You’re amazing! or Thanks to You! and not On behalf of X organization.

It shouldn’t come across as transactional and resemble a receipt. This is one of my biggest pet peeves. Yes, you need to acknowledge the donation is tax-deductible, etc, but most donors are more concerned about how their gift made a difference.

You also don’t need to explain what your organization does or ask for another gift. Remember, this is the thanking phase.

Let your donors know the impact of their gift. For example – Thanks to your generous donation of $50, a family can get a box of groceries at the Westside Community Food Pantry. This is crucial since we’re seeing more people coming in due to rising food prices.

Address your thank you letter to a person and not Dear Friend.

Recognize each donor. Is this the first time someone has donated? If someone donated before, did she increase her gift? Acknowledge this in your letter/note.

While you shouldn’t ask for a donation in a thank you letter, you can provide an update.

Let your donors know the impact of their gifts

The most common way to report back or update donors is with a newsletter. These can be print, electronic, or a combination of both. You should definitely thank your donors in your newsletters and other updates. You can also ask for a donation. Many organizations put a donation envelope in their print newsletter and it’s a good way to raise additional revenue. It’s less successful in an e-newsletter. If you include too many calls to action in an email message, sometimes donors don’t respond to any of them. Also, if you do include an ask in your newsletter, make sure some of your other updates don’t include a donation request.

Your newsletter shouldn’t sound self-promotional and focus on all the wonderful things your organization is doing. Donors want to see the impact of their gifts, not hear you brag. Share at least one story. Client stories are best. Use phrases like Because of you and Thanks to donors like you. In addition, include engaging photos and other content your donors would like to see.

Another way to update your donors is with an impact report. I like that term better than annual report. You can also do one of these more than once a year. Shorter, more frequent updates are better than one of those long, boring traditional annual reports. Be sure to focus on how your donors helped you make a difference. I’m not a fan of asking for a donation in an impact report, but you will want to pour on the gratitude.

Something else you can do is send a Donor Care Letter. It’s a way to share updates without putting together an actual newsletter. I always like to recommend engaging by mail. If you’re worried about costs, reach out with a postcard. You can and should also send frequent updates by email and social media.

Repeat this throughout the year

The key word here is repeat. Be sure to follow the Ask, Thank, Report, Repeat formula throughout the year. Most likely, you’ll need to do more thanking and reporting than you’re doing right now. Try to stay in touch with your donors at least once a month. A communications calendar can help you with this.

Remember, the Ask, Thank, Report, Repeat formula should help you raise more money, build relationships, and boost your retention rate. The Better Fundraising Co. refers to this as the Virtuous Circle.

5 Revenue Streams to Strengthen Nonprofit Sustainability

February 11, 2025 Ann Green corporate giving, events, fundraising, grants, mobile giving, monthly donors, planning corporate giving, events, fundraising, grants, mobile giving, monthly donors, planning

Diverse revenue streams provide a sustainable financial foundation for nonprofits. Explore revenue streams your nonprofit should pursue in this guide.

It’s important for you to diversify your revenue sources. This is especially important now because of the current chaos of eliminating (and then not eliminating, at least for now) federal grant funding. We also saw disruption five years ago when the COVID-19 pandemic started.

This guest post by John Killoran covers a variety of revenue sources to help you diversify your funding. I’d like to emphasize the importance of recurring/monthly giving. This is a great way for nonprofits of all sizes to bring in a steady stream of revenue.

By John Killoran

Leaders across the nonprofit sector face a common challenge: striving to serve a growing community of beneficiaries with constrained budgets. The good news? Revenue diversification unlocks financial sustainability for nonprofits, providing a powerful alternative to relying on limited funding for your mission.

With various funding sources, your organization can develop dependable revenue flows that not only sustain your organization’s day-to-day operations but also enable it to grow. In this guide, we’ll explore five revenue streams your nonprofit can access to strengthen its financial sustainability.

1. Mobile Giving Campaigns

The future of fundraising is mobile, with a growing number of donors using their smartphones to find new nonprofits, complete transactions, and tell their friends about their experiences. That’s what makes mobile giving campaigns so successful—these fundraisers make contributing convenient for donors.

According to Snowball Fundraising’s mobile giving guide, there are five steps nonprofits should follow to start a mobile giving campaign:

[Alt text: The steps to start a mobile giving campaign, which are explained in the following text.]

Evaluate your mobile fundraising logistics. Begin by defining the basics of your fundraiser, such as which staff members will oversee the campaign and how you’ll promote it to donors.
Choose mobile giving channels. Determine which mobile giving strategies resonate most with your supporters, such as a mobile-responsive donation page on your website or a text-to-give campaign.
Select a mobile giving provider. Connect with relevant software providers to streamline your mobile giving strategy. For example, you’ll need to partner with a text-to-donate provider before launching a text campaign to receive a shortcode and accept donations.
Incorporate mobile giving into your fundraising plan. Plan how you’ll integrate mobile giving campaigns into your existing fundraising initiatives, such as by adding a QR code to your flyers so direct mail donors can easily donate online.
Track and adjust your strategies. Monitor key performance indicators (KPIs) as donors interact with your mobile giving campaigns to determine the most effective strategies.

Since mobile giving is self-sustaining—meaning donors can contribute to these campaigns with little intervention from your nonprofit—these campaigns allow you to collect revenue in the “background” of your other initiatives. In other words, you can focus on your mission while revenue pours in from your mobile donation page or text-to-give campaign!

2. Fundraising Events

While your nonprofit can host countless types of profitable fundraising events, focus on the ideas that are most likely to appeal to your target audience. Create an event calendar to plan the timing of each fundraiser, including time before and after for event planning and follow-up.

Follow these best practices to maximize your event revenue:

Invest in event-specific technology. Tools with capabilities specific to the type of event you’re hosting are purpose-built to maximize your event’s success. For example, event registration software can help with ticketing for an auction. However, your nonprofit will unlock other functionalities by choosing auction software, such as an item inventory, mobile bidding, and other auction-specific tasks.
Offer tiered ticket pricing. Create flexible ticketing options that cater to a range of budgets so your event remains accessible to a broad audience. Encourage greater contributions by offering perks to higher-priced tickets, such as exclusive access or premium seating.
Plan events in various formats. Donors prefer different event formats for various reasons. Perhaps the majority of your donors are local, but others want to participate from another geographical location. Some of your supporters are excited for an outing, while others don’t want to leave their house. Plan a mix of in-person, virtual, and hybrid events to maximize event participation.

The best part? Fundraising events pair perfectly with more passive forms of fundraising, such as your mobile giving campaigns. Promote your text-to-give shortcode at an auction or feature QR codes on event posters that link to your mobile donation page for increased donations.

3. Recurring Donations

While securing new donors is crucial, most nonprofit leaders know that acquisition is more costly (and less reliable) than retention. In fact, research from the Fundraising Effectiveness Project shows that only 23% of first-time donors ever make another gift, while 58% of repeat donors stick around for another year.

Successfully encouraging your existing supporters to give again, especially on a recurring basis, creates a stable financial foundation of predictable revenue. The most effective way to secure continued support is through a formal monthly giving program, which includes:

Defining tiers and benefits. Attach benefits to specific giving levels to incentivize repeated donations. For example, donors giving $10 each month could receive quarterly impact updates, while those giving $50 monthly are invited to exclusive events.
Emphasizing the impact of small, regular contributions. Use real-world impact to demonstrate the value of monthly donations. For example, $10 monthly might feed a family for a week, while $50 monthly funds one day of emergency shelter for a family in crisis.
Automating communications to retain recurring donors. Send regular messages to thank donors for their repeated support, acknowledge their commitment, and celebrate milestones regarding their involvement.

In addition to the steps outlined above, remember to highlight the convenience of recurring gifts. Once donors join your monthly giving program, the process will run automatically, eliminating the need to donate manually. They can even opt-in to recurring donations through your text-to-give campaign for an easier sign-up process!

4. Corporate Contributions

While it’s tempting to think of individual donors as your nonprofit’s target audience, revenue can come from other sources, too. Companies and businesses often contribute to nonprofits as part of corporate social responsibility (CSR), or a company’s efforts toward improving society.

According to Double the Donation’s CSR guide, there are five main facets of CSR:

Philanthropic, which involves a company directly supporting a nonprofit through charitable contributions, such as matching gifts
Volunteerism, in which a company encourages employees to engage with nonprofits by offering grants or paid time off
Environmental, in which a company adjusts its values and practices to be more environmentally conscious
Ethical, which involves companies looking after the welfare of their employees
Economic, through which companies invest in their communities

Collaborating with businesses can unlock new revenue and boost visibility since your nonprofit will gain the attention of a company’s employees and customers. To get started, identify companies with values that align with your mission and pitch mutually beneficial opportunities for them to support your cause. For example, request the company sponsor a fundraising event and offer to promote their brand at the fundraiser in exchange for their support.

5. Grants

Grants provide substantial funding for both general operations and specific projects. When your nonprofit secures a grant to cover an essential cost, you’ll have more room in your budget for other financial needs, like funding your programs and services.

Start by researching foundations or programs that align with your mission. You can also search according to your nonprofit’s needs. For example, search for marketing grants if you spend too much on marketing. Follow the grantor’s instructions for applying while highlighting your nonprofit’s unique need for funding.

For support with the application process and grant usage (if awarded), enlist the help of a professional grant agency. Their expertise is especially useful for grants with extensive eligibility and usage requirements. For example, a grant agency might be helpful when applying for the Google Ad Grant, especially if your nonprofit has never participated in the program or created a Google Ad.

Each revenue diversification strategy mentioned in this article offers unique benefits. Implementing numerous ideas provides multiple revenue streams and allows your nonprofit to tap into more benefits than possible with just one or two fundraising ideas. Plus, promoting these giving opportunities via multiple channels ensures you reach the largest audience possible with fundraisers that appeal to them.

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.

Go All In on Monthly Giving

January 27, 2025 Ann Green donation page, donor engagement, donor retention, fundraising, gratitude, monthly donors, planning donor engagement, donor retention, fundraising, gratitude, monthly donors, planning

Monthly giving is one of the few types of fundraising that does well. If your organization doesn’t have a monthly/recurring giving program or it’s fairly small, why is that?

Whether you’re a big or a smaller organization or your fundraising went well last year or it didn’t, monthly giving makes so much sense (or cents).

In this post, I’ll tell you why monthly giving is important for your nonprofit, how to start or grow your program, and how to nurture it going forward.

In short, you need to go all in on monthly giving.

Monthly giving helps you raise more money

Monthly or recurring donations can help donors spread out their gifts and it’s easier on their bank accounts. They might be apprehensive about giving a one-time gift of $50 or $100. But if you offer them the option of giving $5 or $10 a month, that may sound more reasonable.

It can also give you a consistent stream of revenue throughout the year instead of at certain times, such as when you do individual appeals and events and when grants come in.

Monthly gifts are smaller, but you can raise a lot of money with lots of small donations. Political candidates do it all the time. Also, monthly gifts aren’t as small as you think. The average is around $25 a month.

It can also be a more feasible way to get larger gifts. A gift of $100 a month may be more appealing to a donor than giving a large sum all at once. Even if they start with a smaller donation, monthly donors are more likely to become mid-level, major, and legacy donors.

It raises your retention rate, too

The retention rate for monthly donors is around 90%. That’s significantly higher than other retention rates.

One reason is that monthly gifts are ongoing. But your donors have agreed to that, so this shows they’re committed to your organization.

Monthly donors are long-term donors and long-term donors should always be one of your priorities.

How to get started

If you don’t already have a monthly giving program, make this the year you start one. Remember, it will help you raise more money and shouldn’t be too hard to set up.

A good way to start is to invite your current donors to become monthly donors. Your best bet for monthly donors are people who’ve given at least twice. These are donors who have shown a commitment to you.

That doesn’t mean you can’t ask first-time donors. This could be a good way to connect with donors from your most recent campaign. And if you haven’t officially welcomed your new year-end donors, do that now. Create a series of welcome messages and conclude it by inviting people to become monthly donors.

You could create testimonials from current monthly donors to entice future monthly donors.

If you’re having trouble getting donors to commit to monthly giving, maybe you need to do a better job of thanking and updating them.

Make monthly giving your go-to option

Put monthly giving front and center in all your campaigns. It should be an easy option on your donation page. Include it on your pledge form and make it a prominent part of your appeal letter.

I can speak from personal experience that once I started giving monthly, that’s the way I wanted to give to all organizations. Your donors would probably agree. Each year I’m happy to see that more organizations are going all in on monthly giving.

Organizations that don’t offer a monthly giving option are making a mistake. Some have a minimum donation, which I would also not recommend, if possible. If you do have a minimum, make it $5 a month instead of $10.

If your reason for having a minimum donation amount is to save money on your expenses, is that happening if your minimum deters someone from giving at all? You often have to invest a little to raise more money. And you should raise more money with a monthly giving program.

Make your monthly donors feel special

You need to do a good job of thanking your monthly donors. Start by segmenting your monthly donors into new monthly donors, current monthly donors, and current donors who become monthly donors.

This way you can personalize their thank you letters to make them feel special. Be sure to mail a thank you letter, or even better, send a handwritten note. An email acknowledgment is not enough.

Many organizations send a monthly acknowledgment email or letter, and most are just okay. Some are basically only receipts, and as I’ve mentioned many times in the past, your thank yous need to be more than a receipt. Yes, it’s helpful to know the organization received your donation, but you’re not practicing good donor stewardship if that’s all you do.

You could spruce up these monthly acknowledgments, both by making them sound like they were written by a human and not a robot or AI, and by providing some engaging updates.

You can include a list of your monthly donors in a newsletter, impact report, or on your website. Donor lists are just one of many ways to show appreciation and not the only one, so do much more than just that. Of course, honor any donor’s wish to remain anonymous.

One thing you should do is send your donors an annual summary of their monthly gifts. This is extremely helpful for people who itemize tax deductions. Make this letter more than just a receipt and use this opportunity to connect with your donors. Pour on the appreciation and let them know how their monthly donations are helping you make a difference. If you send one by mail, go one step further with a Thank You teaser on the outer envelope.

Reach out at least once a month

Your monthly donors made a commitment to you by giving every month. Make the same commitment to them by reaching out at least once a month.

You could create a special newsletter for monthly donors or include a cover letter referencing monthly donors. If that’s too much, you could give a shout out to your monthly donors and include information on how to become a monthly donor in your newsletter.

A thank you video is a great way to connect. Consider personalizing it, if you can. You could also provide other video content, such as a virtual tour, for your monthly donors.

Thank yous, newsletters, and updates are not a one-and-done situation. Keep it up throughout the year. Many nonprofits start out communicating regularly with their monthly donors and then disappear after a couple of months. Always make a point to stay in touch with your donors.

Create a special section in your communications calendar specifically for monthly donors to help you with this.

Go the extra mile for your monthly donors

I highly recommend a contact person for your monthly donors in case they need to update their credit card information or make a change to their gift, hopefully an upgrade. Include this information in their welcome letter or email. If you send a monthly acknowledgment email, be sure to include a link where your donor can make changes.

If you change your payment processor, make it easy for donors to transfer their information. For one organization I give to, all I had to do was click on a link they provided and presto…..

Another way to help your monthly donors is to let them know when their credit cards are about to expire. Don’t rely on your donors to remember this, because most likely they won’t. You also don’t want to miss out on any revenue. Remember, small donations add up.

If your payment processor doesn’t automatically update credit cards, set up a system where you can flag cards that will expire in the next month or two. Then send these donors a friendly reminder email/letter or give them a call.

When my monthly giving credit card expired a few years ago, only a couple of nonprofits contacted me before the expiration date. Of course, a few slipped through the cracks and I didn’t hear from these organizations until after the donations didn’t go through. There were also a few instances when I checked my credit card statement and realized the donations weren’t getting charged. Remember to take the lead on this and pay attention, or once again, you’ll miss out on receiving this important revenue.

You could encourage donors to give via an electronic funds transfer from their bank account instead. Then neither you nor your donors need to worry about expiring credit cards.

Once a monthly donor, always a monthly donor

Once someone becomes a monthly donor, you must always recognize them as such. You most certainly should send fundraising appeals to monthly donors, but not the same ones you send to other donors.

You can ask your monthly donors for an additional gift during one of your fundraising campaigns, but you MUST recognize they’re monthly donors. For example – We really appreciate your gift of $10 a month. Could you help us out a little more right now with an additional gift? People in our community are having a hard time paying their heating bills.

You can also ask your monthly donors to upgrade their gifts after a year or so. Be as specific as possible – We’re so happy you’re part of our family of monthly donors and are grateful for your gift of $5.00 a month. Many families are having trouble making ends meet and we’re serving more people at the Eastside Community Food Pantry right now. Could you help us out a little more with a gift of $7.00 or even $10.00 a month?

If you send the usual generic appeal, imagine your donor saying – “I already give you $10 a month and you don’t seem to know that.”

But if you let those committed monthly donors know you think they’re special, they’ll be more likely to upgrade or give an additional gift. Many monthly donors have stepped up and given additional donations over the last few years. That’s what you want. And, if they do give an additional donation, be sure to thank them for that. Here’s the opening from a great thank you card I received – “How generous of you to make a gift that goes above and beyond your monthly donations.“

Be sure to invest in this proven way to raise more money, boost donor retention rates, and provide an easier giving option for your donors.

Need more inspiration, get some ideas here.

Ann Green's Nonprofit Blog

Advice and Resources to Help Nonprofit Organizations and Professionals Succeed

fundraising

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6 Unique Volunteer Opportunities to Offer Supporters

1. Remote positions.

2. Translation.

3. Donation organizer and cataloguer.

4. Peer-to-peer fundraiser.

5. Greeter or tour guide.

6. Donation drive coordinator.

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

Event Ideas to Strengthen Donor-Beneficiary Relationships

1. Charity Golf Tournament

Why It Works:

Golf Tournament Pro Tips:

2. Storytelling Event

Why It Works:

Storytelling Events Pro Tips:

3. Community Dinner or Picnic

Why It Works:

Community Dinner Pro Tips:

4. Workshop or Educational Panel

Why It Works:

Discussion Event Pro Tips:

Final Thoughts

4 Tips to Optimize Your Donor Database to Boost Engagement

1. Create Thorough Donor Profiles

2. Segment Your Supporters

3. Integrate Your Database With Other Nonprofit Software

4. Practice Good Data Hygiene

5 Revenue Streams to Strengthen Nonprofit Sustainability

1. Mobile Giving Campaigns

2. Fundraising Events

3. Recurring Donations

4. Corporate Contributions

5. Grants

Go All In on Monthly Giving