Don’t Take a Vacation From Your Donor Communication

It’s summer! I hope you’ll get a chance to take a vacation or just some time off. It may be quieter at your nonprofit, but you don’t want to be too quiet and ignore your donors. Summer is a great time to do some relationship building

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

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

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

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

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

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

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

Send a postcard

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

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

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

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

Email and social media are okay, too.

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

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

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

Get donors involved

We’re still facing a lot of economic uncertainty, but donors want to help if they can. 

Will certain policies or budget cuts affect your organization? Many states have issued their budgets for the next fiscal year.

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

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

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

Make room for improvement and plan ahead

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

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

If you’re feeling pinched financially, I often recommend starting your fall campaign earlier. That’s fine if you’re not in the United States, but since we have a big election coming up on November 5, it would be wise to launch it after that. That doesn’t mean going dark, though. 

Summer could be a good time to raise some additional revenue by inviting current donors to join your family of monthly donors and reaching out to your lapsed donors.

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

We’re Halfway Through 2024. How Is Your Nonprofit Doing So Far?

Believe it or not, we’re halfway through 2024. The midpoint of the year is always a good time to see if you’re meeting your fundraising and communications goals. For this post, I’m assuming your fiscal year is the same as the calendar year. If you’re on a different fiscal cycle, you can make the appropriate time adjustments.

Your fundraising revenue may be down. We’re still 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. 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.

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. 

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.

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.

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.

It’s not too late, yet

If you’re falling short of 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. Even if you’re doing okay now, circumstances can change. You may want to monitor your progress more frequently (once a month instead of once a quarter) so you can try to stay on track. You don’t want to get caught off guard. 

Keep monitoring your progress to help ensure a successful year.

Photo by Aaron Davis

How to Form Mission-Aligned Partnerships for Your Nonprofit

Partnerships with organizations that share your values can yield much-needed support for your nonprofit. Learn how to find a like-minded partner in this guide.

By Casey Dorman

In 2022, 360MatchPro reports that companies donated $21 billion to nonprofits, and 88% of all public companies have Environmental, Social, and Governance (ESG) initiatives. Clearly, giving back is important to many businesses and their stakeholders. So, nonprofit organizations like yours should capitalize on this trend by building relationships with like-minded businesses and nonprofits.

When you look for a community partner, it’s important to choose one that aligns with your mission. For example, if you run an animal shelter, working with a pet business like a dog groomer makes sense as you both have a passion for animal welfare. 

In this guide, we’ll explore some of the simple steps your nonprofit can take to find a partner that shares your values and can provide the support you’re looking for.

What are the benefits of building community partnerships?

The most obvious benefit to a partnership is the possibility of additional funding—but these collaborations have much more to offer. Some of the other top benefits of community partnerships include:

  • Extended reach. Engage donors from audiences your nonprofit wouldn’t otherwise have. For example, working with a K-12 school will expose your nonprofit to students and school staff, as well as parents, grandparents, and other family members.
  • Access to more resources. Your partner may share more than just funding with you. Industry expertise, access to their professional network, in-kind donations, and volunteer support are just a few examples.  
  • Boosted credibility. Working with a reputable, respected organization can boost your reputation in the community. This fosters trust between you and your supporters, leading to sustainable, lasting relationships.
  • Exposure to diverse perspectives. This fuels innovation, helping your nonprofit get out of unproductive ruts. A more business-oriented approach could reveal new solutions to issues you may have wrestled with for a long time. Or, a fellow nonprofit could share some of their effective fundraising and donor engagement tips.

Working with community fixtures like beloved, decades-old restaurants or the charming local library shows that you want to connect with and serve your community. Community members will be more likely to support your organization when they know they’ll see the direct impact of your work on their town.

What are some tips for finding like-minded partners?

Expand your search to a variety of organizations.

You may think that only businesses are interested in partnering with nonprofits. While businesses are often willing to support nonprofits to further their Corporate Social Responsibility (CSR) efforts, there are a variety of community-based organizations you could pair up with. Some of these organizations include:

  • Fellow nonprofits and grantmaking organizations like foundations
  • Educational institutions, including K-12 schools, universities, and libraries
  • Cultural institutions, like museums
  • Churches and other faith-based organizations

Broadening your search beyond businesses will not only give you more collaboration options but also help you reach different audiences and provide more diverse resources. These relationships are often founded on the basis of mutual support which can make the partnership more sustainable.

Perform thorough interviews.

Communication is key in a partnership, and it starts with being clear about your expectations from the start. To find a partner who shares your passion for your cause, ask questions like:

  • What are your organization’s core values or mission? Businesses (like Patagonia) often list their values on their website, but it’s still important to ask. This way you can learn what each value means to the organization and how they apply it to their practice.
  • Have you worked with nonprofits in the past? If so, can you provide examples? Seeing other organizations the prospective partner has worked with can give you more insight into the causes they care about.
  • What resources or support can you provide our organization? Get an idea of the funding or other resources the partner is willing to provide. For example, a restaurant might provide free dinners at your meal center.
  • What commitment level are you looking for in a partnership? Determine how much responsibility the partner wishes to carry in the partnership. Some partners may just want to give your nonprofit more funding and exposure while others have more capacity to go above and beyond. 

Make sure to cover more logistical questions during the interview as well, like how the partner will track impact metrics during the partnership. For example, maybe your dog rescue wants to work with local organizations to spread awareness of proper spay, neuter, and vaccination practices. A dog boarding business that uses kennel management software like Gingr could track the number of sterilized and vaccinated dogs they serve before and after the campaign.

Start small.

During your interviews with potential partners, you’ll find that not all of them are willing or able to offer you significant funding, volunteers, or in-kind resources. However, with the right stewardship techniques, smaller collaborations can grow to large-scale partnerships one day. 

For example, let’s say a pet-care business’ ultimate goal is to partner with an animal shelter to encourage people to adopt pets rather than purchasing them from stores or breeders. However, the pet-care business doesn’t have the bandwidth or resources to support a full-fledged marketing campaign. 

You could start with something simple instead. Your nonprofit could hold a dog-friendly 5K and work with a local dog daycare to support the fundraising event. In this case, the dog daycare might sponsor the event in exchange for their logo being on promotional materials. Or, they might send a few volunteers to monitor the dogs’ behavior and hand out coupons for their services. 

If this event goes well, the dog daycare might start taking on more responsibilities in future partnerships and eventually agree to support a cause marketing campaign.


Whether a partnership offers small or large-scale support, it’s crucial to always thank the partner to show how much you value them. Show your appreciation by sending them thank-you notes, calling them to express your gratitude, and sharing impact metrics. Communicating the impact of their partnership with your nonprofit will get them excited to work with you again and continue doing good work in the community. 

Casey Dorman is the Sales Manager at Gingr software. Originally from Indianapolis, Casey now lives in Colorado with his wife and dog, Dexter. His hobbies include hiking, skiing, and visiting local breweries.

The Power of a Postcard

People used to send postcards when they went on vacation, especially back in the days before we had email and social media. Now people are more likely to post pictures on social media, sometimes posting more than you want to see. 

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

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

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

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

Say thank you

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

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

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

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

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

Share an update

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

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

Other ways to use postcards

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

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

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

What to keep in mind

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

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

5 Creative Donor Appreciation Ideas for Small Nonprofits

Thanking donors is crucial for securing gifts—especially for small nonprofits trying to build a support base. Show your gratitude with these creative ideas.

By Logan Foote

Building relationships is crucial for nonprofits to grow their impact. For small nonprofits in particular, these relationships are critical to growing and scaling your work to drive additional impact. A big part of such relationships is thanking donors and partners for their continued support and generosity. Truly, every donor deserves a heartfelt thank-you message for their contributions and gifts, but you can take it to the next level and make a lasting impression with an appreciation event or customized outreach.

Fun, memorable donor appreciation events and initiatives function to build a sustainable support network for your small nonprofit. Consider these appreciation ideas to thank your donors in a new and memorable way.

  1. Exclusive Events & Activities

An event designed exclusively for donors shows how much you value their support and your relationship with them. These can be tacked on to an existing event, such as your charity golf tournament, annual conference, or gala. The point is to limit it to “donors only” to reward them for their generosity. 

For instance, let’s say you’re organizing a charity golf tournament to raise money for your work. You might invite donors to an exclusive reception the day or evening before the tournament, complete with refreshments, tee times, access to the driving range, and branded merchandise as a thank you for their donations. Another idea is to have a specific flight (a series of smaller competitions within a golf tournament) or round of the tournament that’s just for donors, with special prizes for the flight’s winners.

  1. Behind the Scenes Tours

Your donors care about your mission’s progress and are investing in your daily operations by donating. Give them a new perspective on the work they’re supporting with a behind-the-scenes tour. Continuing with the golf tournament example, you might invite donors to visit while you’re prepping player gift bags or auction items. Or perhaps ask them to participate in a tour of your facility to see how your programs operate and even interact with some beneficiaries (with their permission). 

  1. Storytelling Events

Storytelling is the linchpin of your nonprofit’s case for support, so holding an event centered around that is a way to share your mission’s impact in a social setting. Invite donors to an event with a meal or refreshments and a series of stories shared by your nonprofit’s beneficiaries. Donors will have the chance to network with other donors and make connections with beneficiaries. Consider premiering any new videos or unveiling new initiatives at such an event, not only to give donors a sneak peek, but to help them want to have a stake in your organization’s future. 

Another idea is to tie storytelling into your nonprofit’s charity auction. After you’ve completed reporting from the auction and determined who made the largest contributions by purchasing the big ticket items, invite them to a storytelling event. Share in-depth insights into the impact of the money raised and how it plays into your overall mission. Donors will love the chance to meet and get to know other supporters while learning more about your organization’s future.

  1. Donor Appreciation Wall

A donor appreciation wall immortalizes your nonprofit’s most impactful donors. It’s a meaningful way to add these donors to your organization’s collective history. Place such a wall in a high visibility location, such as the entrance to your office or other facility. You can add your nonprofit’s own twist to this classic appreciation idea by determining how you’ll segment out donors on the wall and how each should be recognized. Consider these ideas:

  • Giving Tiers. Tailor these to your nonprofit to recognize major contributors to your fundraising efforts. According to Double the Donation, a common tier structure used by many organizations is bronze, silver, gold, and platinum donors and sponsors.
  • Legacy Leaders. This idea works well for younger nonprofits that are in growth mode and relied on these gifts to get their work off the ground. More established nonprofits can retroactively add donors who have significantly contributed to your growth over time. 
  • Community Champions. You might recognize donors who also volunteer their time and advocate for your nonprofit to their networks to this group. 

Other categories could include donors who contributed to fundraising events, funded a specific project or program, or contributed to a capital campaign. As your nonprofit grows, add more tiers to your appreciation walls. Be sure to plan your design with future growth and recognition in mind. You might even ask donors for their feedback on the new groupings before you finalize your thank you plan.

  1. Customized Videos

Video is an incredibly powerful tool that nonprofits should leverage whenever possible. Creating customized videos expressing your gratitude to donors is yet another way to build and strengthen relationships with your organization. These types of thank you videos don’t have to be complicated or expensive—in fact, anyone with a laptop or smartphone can make one!

Work with your organization’s president, executive director, or even a beneficiary to assist you in creating the content. Ask them to create video snippets that address each donor by name and reference the specific fund, campaign, or event they’ve contributed to. For instance, if a donor who attended your charity golf tournament excelled at one of your on-course games, won the tournament, or got a hole-in-one, be sure to mention their involvement and thank them for their participation.

In terms of logistics, batching out this personalized content will streamline the production process and the customized portion can be added to video clips that provide additional context about your work. 

Wrapping Up

Thanking donors is crucial to retaining them over time. It does add another step to the process and potentially some expense, but it should be factored into your budgets and fundraising plans whenever possible. You might think that cutting down on thank you efforts is an option to improve fundraising efficiency, but it would be at the expense of donor stewardship and relationship development. The donor appreciation ideas outlined in this post can help your nonprofit strengthen your donor relationships to keep their support well into the future.

Logan Foote, Sales and Education Manager at GolfStatus, has been around the game of golf nearly his entire life. He first picked up a club at the age of four, and despite thousands of attempts, he’s never had a hole-in-one. He earned a bachelor’s degree in business administration at the University of Nebraska-Lincoln and pursued a career in sales. Logan came to GolfStatus in 2017, where he channels his passion for golf to help nonprofits raise money through the game. As Sales and Education Manager, Logan oversees a team that works with thousands of nonprofit clients to maximize their golf fundraisers with the GolfStatus platform, and shares his golf fundraising expertise through GolfStatus’s free educational webinars. He lives and golfs in Lincoln, Nebraska with his wife and three sons.

Are You Following the Ask, Thank, Report, Repeat formula?

You may be familiar with the Ask, Thank, Report, Repeat formula in fundraising. If not, you should be. Organizations that follow that tend to be more successful. 

Many organizations just practice Ask, Ask, Ask. If that’s the case for you, 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 a recession or a pandemic (absolutely not true).

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.

Your fundraising appeal shouldn’t be focused 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.

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

Thanking your donors means 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 incredible! 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 Eastside Community Food Pantry. This is crucial since we’re seeing more people come 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 to send something called 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.

The Problem with “Annual Reports”

Time for a quick quiz (don’t worry it should be easy). 

What’s the problem with “annual reports”?

A. They’re too long.

B. They’re boring.

C. They focus too much on the organization and not on the donors.

D. They require a lot of time and effort from staff and there’s no guarantee donors will even look at them.

E. All of the above

If you answered E, you would be right! This poses a dilemma. Organizations need to share accomplishments and show gratitude to their donors, but is the “annual report” the way to do that? 

First, let’s stop calling it an annual report and call it an impact or gratitude report instead. Plus, sharing accomplishments and showing gratitude is something you can do more than once a year (more on that below). In this post, I’ll use the term impact report (but don’t forget about gratitude). One organization recently sent me something called 2023 Donor Impact Report (yes!).

However, renaming it is just the first step. If you’re still creating one of those long, boring booklets, you’re not making much of an improvement.

It’s possible to make this a better experience for both donors and nonprofit organizations. Here’s how.

You don’t have to do an “annual report”

Nonprofit organizations aren’t required to do an annual report. This doesn’t let you off the hook for sharing accomplishments with your donors. You could send short impact reports a couple of times a year. This makes a lot of sense if taking on a big report sounds too overwhelming. Shorter, more frequent updates are better for your donors, too.

If you decide to do a report once a year, I encourage you to move away from the traditional multi-page one. Aim for something no longer than four pages. Bigger isn’t always better.

Your impact report is for your donors

Keep your donors in mind when you create your impact report and include information you know will interest them. Also, donors have a lot going on, so that’s another reason not to create a huge report that they may or may not read. 

You might want to consider different types of impact reports for different donor groups. You could send an oversized postcard with photos and infographics or a one-to-two-page report to most of your donors. Your grant and corporate funders might want more detail, but not 20 pages. See if you can impress them with no more than four pages.

Keep in mind that the human attention span is about eight seconds. Granted, most of us can stay focused longer than that, but your impact report is competing with other pieces of mail and whatever else is going on in your donors’ lives. 

Imagine your donor receiving a traditional long report and thinking it might be interesting but she doesn’t have time to read it right now, so it sits in a pile for two months and then gets recycled, unread. But if you send a postcard or a short report, your donors can get a quick glimpse of how they’re helping you make a difference.

Pour on the gratitude

Donors want to feel good about giving to your nonprofit. Make sure your impact report is focused on thanking donors. You could go one step further and call it a gratitude report. If you decide to do three or four short reports a year (highly recommended), make at least one of them an all-out gratitude report.

Use phrases like Thanks to you or Because of you to show appreciation to your donors for their role in helping you make a difference. 

Tell a story

Donors want to hear about the people they’re helping. You can tell a story with words, a photo, or a video. 

For example – Leah, a single mother with three kids, has been struggling to make ends meet over the last few years. It’s been hard to find steady work and rising food costs make it difficult to afford groceries. She also wonders if she’ll have enough money to pay rent and utilities each month. 

Leah had never gone to a food pantry before and felt ashamed to have to do that. But when she reached out to the Eastside Community Food Pantry, she was treated with respect and dignity. Now, thanks to donors like you, she’s able to bring home healthy food for her family.

An engaging story is one of the most important elements of your impact report.

How are you making a difference?

The theme of many reports is look how great we are. They’re organization-centered instead of being donor-centered and community-centered.

They also include a bunch of statistics, such as the number of clients served. You need to share specific accomplishments that show how you’re making a difference.

Focus on the why and not the what. Numbers don’t mean a lot without a story or example. For instance, Thanks to donors like you, we were able to serve more students in our tutoring program. X number of students are now getting better grades and are able to graduate from high school on time.

Make it visual

Remember, your donors have a lot going on and won’t have much time to read your report. Engage them with some great photos, which can tell a story in an instant. Choose photos of people participating in an activity, such as volunteers working at a food pantry or a one-to-one tutoring session. Be sure to get permission if you want to use pictures of clients.

Use colorful charts or infographics to highlight your financials. This is a great way to keep it simple and easy to understand. Include some quotes and short testimonials to help break up the text.

Be sure your report is easy to read (and scan). Use at least a 12-point font and black type on a white background. A colored background may be pretty, but it makes it hard to read. You can, however, add some color with photos, headings, charts, and infographics.

Write as if you’re having a conversation with a friend

Be careful about using jargon. Most of your donors don’t use words like underserved or at-risk, and neither should you. Use everyday language such as – Because of you, we found affordable housing for over 100 homeless families. Housing prices continue to skyrocket and a shelter is no place to raise a family. We’re also seeing an influx of migrants who need housing. Now, these families have a place to call home.

Write in the second person and use a warm, friendly tone. Use you much more than we.

Skip the donor list (and the letter from your executive director)

Think twice about including a donor list in your impact report. It takes up a lot of space and there are better ways to show appreciation. If you feel you must have a donor list, you could put one on your website or just include major funders. Including a QR code directing people to your website for more detailed information is a good way to ensure a shorter report.

Also, do you need a letter from the executive director? These tend to be very organization-centered. If you must have one, make sure it focuses on thanking your donors.

Send it by mail

Be sure to send your impact report by mail. It’s more personal and donors are more likely to see it. Don’t let costs deter you from sending something by mail. Remember, you have the option of sending short impact reports.

You could also send an electronic version a few weeks later as a follow up.

Planning is crucial

I know putting together a yearly impact report can be time-consuming. One way to make it easier is to set aside a time each month to make a list of accomplishments. This way you’re not going crazy at the end of the year trying to come up with a list. You can just turn to the list you’ve been working on throughout the year.

You also want to create a story and photo bank and you can draw from those when you put together your impact report.

Creating a shorter report or an infographic postcard will also help make this easier for you. Once again, you have the option of not doing a yearly impact report and sending periodic short updates instead.

Whatever you decide, put together an impact report that’s a better experience for everyone. 

3 Ways to Enhance Donor Experiences with Digital Waivers

Leveraging data and making tweaks to donor-facing forms helps your nonprofit build stronger relationships. Learn how digital waivers improve donor experiences.

By Logan Lewis 

In 2023, donor retention was down significantly from the previous year. The number of new retained donors, or those who gave the previous year but never before, dropped by 18.7%. This trend goes hand in hand with lowered participation rates and a dip in the total number of donors supporting nonprofits.

In response to these patterns, nonprofits are advised to focus on stewarding existing supporters to build a strong base of loyal donors. This involves practices like frequently recognizing and showing gratitude to donors, creating multichannel fundraising and marketing campaigns, and improving the overall donor experience.

While boosting the quality of donors’ experiences can be easier said than done, making a small change like switching to digital waiver software can have significant, unexpected impacts. In this guide, we’ll explore how to use your waivers to build stronger relationships with your donors.

Offer accessible, convenient waivers.

Your nonprofit may use waivers for its volunteer opportunities or before fundraising events. These forms are designed to help protect your organization from costly potential legal issues.

However, traditional paper forms do have their drawbacks. Specifically, they are not sustainable, make it difficult to accommodate special needs, and can be cumbersome for supporters to complete on-site at events.

Fortunately, digital waivers provide a way to get around these issues. As Smartwaiver’s guide to creating a digital waiver explains, these waivers offer “increased accessibility through multiple language options and the ability to access waivers ahead of time, from anywhere.” This means supporters can access the waiver online through any device and complete it before the event. 

Online forms can be much easier for those with disabilities or other impairments to access and complete. For instance, digital documents can be read out loud to signees by screen readers, and visual elements like color contrast, screen brightness, and text size can easily be adjusted.

Create donor segments.

In addition to improving the waiver process itself, digital waivers provide easy access to important donor data. This data can be used to group donors based on shared characteristics, a process called donor segmentation

For example, you’ll have access to information like the donor’s birthdate, which tells you which generation they belong to. Or, you can track past waivers they’ve signed to see which types of events they usually attend, learning which projects they have an affinity for. 

These segments can be based on any factors that are useful to your nonprofit and its donor retention strategies. Common segment categories include demographics, psychographics, philanthropic history and behavior, and communication preferences. Segmenting your donors based on categories like these can be used to improve experiences with your organization in a variety of ways, including:

  • Tailoring marketing messages. Based on factors like supporters’ ages, communication preferences, and affinities for certain projects or causes, tailor the marketing messages you send to them. For example, if a supporter belongs to an older generation, you might opt to send them emails or direct mail rather than targeting them with text messages or social media ads. This increases the chance that they will engage with those messages and complete the desired action, such as donating or visiting your website.
  • Identifying loyal supporters. Make note of attendees and volunteers who also donate in addition to coming to events—these are likely your most fervent supporters. Create donor segments for these supporters to thank them for their support, provide exclusive updates, and offer early access to merchandise. Additionally, make sure to tailor your ask amounts based on these donors’ past contributions (i.e., don’t request a large donation for your year-end fundraiser when they’ve already donated their time and money throughout the year).
  • Recommending other ways to engage. With digital waivers, you can easily track an individual’s past involvement. For example, by searching a supporter’s name, you can view all of the events they’ve attended in the past and determine which projects, causes, and types of events they most enjoy. Create affinity groups for donors based on what they are passionate about, and send them messages inviting them to get involved in new ways that align with their interests.  

While every nonprofit looking to better engage and retain donors should segment and target its audience with tailored communications, this strategy is particularly important for organizations working with a limited budget. When you can reach and engage donors more effectively, you’ll have a higher return on your investment in marketing—in other words, you’ll earn more revenue per dollar spent on outreach.

Show gratitude to donors.

Demonstrating appreciation for your supporters’ involvement is one of the most important parts of donor stewardship. According to Double the Donation, strategies like mailing letters, calling donors, and even sending gifts are great ways to engage donors and show your gratitude. Additionally, taking the time to thank existing donors is much more cost-effective than recruiting large numbers of new supporters. 

The data from your digital waiver forms can help you customize each message, improving and personalizing the experience for recipients. For example, let’s say you want to thank supporters for attending and donating at a recent event. Reference each waiver to uncover helpful information such as:

  • Donors’ full names: Start your message on a personal note by greeting the recipient by name. “Dear Melissa” is much warmer than a boilerplate greeting like “Dear Donor.”
  • Contact information: Reach out to supporters through the contact information they provide on the form. Consider adding a field that asks them to identify their preferred communication method.
  • The event attended: Mention the specific event the volunteer participated in and highlight the impact that event had on your organization. After a beach clean-up day, for example, you might inform volunteers that the team was able to clean up 300 pounds of trash.
  • The role the supporter played: Ideally, you should have different forms for attendees and volunteers. Make sure to thank the recipient for their specific contributions, whether they attended or volunteered.
  • Donations made (if applicable): In addition to thanking the donor or volunteer for attending the event, show your gratitude for their financial support. Cross-check with your donation platform and reference the exact gift amount in your message. 
  • Feedback: Depending on which questions and fields you include on the waiver, supporters may have the opportunity to leave their thoughts about your organization, the event, or the waiver process. Be sure to address any feedback in communications to the supporter. 

Remember to consider the timing of these messages. Send initial thank-you messages for donations within 48 hours after the gift is made. Additionally, send “just because” messages throughout the year to stay at the top of donors’ minds. For example, you might send donors eCards or handwritten letters during the holiday season, on birthdays, or around the anniversary of their first donation.


To keep your nonprofit safe in times of economic uncertainty and falling donor participation, it’s critical to look after the donors you do have. Using digital waivers helps you unlock clues about donors’ preferences and passions so you can create convenient, personalized, and authentic experiences that make them want to continue supporting your mission. 

Logan Lewis is the Content Coordinator at Smartwaiver, the leading digital waiver service trusted by thousands of organizations around the world.

Don’t Your Donors Deserve to Feel Appreciated?

We all like to feel appreciated and that includes your donors. Thanking your donors should be a priority for your nonprofit organization. Is that the case? Unfortunately, the answer is usually no.

Thanking your donors is not just something you do after you receive a donation and then do nothing for a while. You need to show gratitude all year round and with Valentine’s Day coming up, that’s a great opportunity to thank your donors and show them how much you appreciate their support.

Maybe you would rather not go the Valentine’s Day route, which is understandable, although Valentine’s Day doesn’t have to be just for couples and the world could use a little kindness right now. 

That said, you should still do something to show appreciation this month (and every month). The holidays are over and February can be a dreary month if you live in the Northern Hemisphere. Sunshine is in short supply where I live right now. Your donors could use a little pick-me-up.

This is also a good opportunity to keep in touch with the people who gave to your year-end appeal, especially first-time donors. If you haven’t shown any appreciation since your year-end appeal, you don’t want to wait much longer.

Your donors have the option to give to countless nonprofit organizations, but they chose yours. Keep this quote from Mark Phillips in mind – “They are not your donors; you are one of their charities.” Don’t they deserve to feel appreciated?

Here are a few ways you thank your donors throughout the year.

Create a thank you photo

Make your donor’s day with a great photo like this one.

You can send thank you photos via email and social media, use one to create a card, and include one on your thank you landing page.

Make a video

Videos are a great way to connect with your donors. They’re simple, yet effective, so don’t worry if you weren’t a film major. It’s not hard to create a video.

One idea for your video is to show a bunch of people saying thank you. You’ll want your video to be short, donor-centered, and show your organization’s work up close and personal. You can also create personalized videos, which are always a nice gesture.

Your thank you landing page is the perfect place to put a video. This is your first opportunity to say thank you and most landing pages are just boring receipts (and receipts fall short when it comes to showing gratitude). You can also put your thank you video on your website and share it by email and social media.

Send a card

A handwritten thank you card will also brighten your donor’s day. If you don’t have the budget to send cards to everyone, send them to your most valuable donors. These may not be the ones who give you the most money. Do you have donors who have supported your organization for more than three years? How about more than five years? These are your valuable donors. Don’t take these donors for granted.

That said, I do think you should make every effort to send a card to ALL your donors at least once a year. You can spread it out so you mail a certain number of cards each month, ensuring all your donors get one sometime during the year. You could also opt for a thank you postcard.

Many organizations don’t send thank you cards, so you’ll stand out if you do.

Share an update 

In addition to saying thank you, share a brief update on your success and challenges. Emphasize how you couldn’t have helped someone without your donor’s support. For example – Thanks to you, Jeffrey won’t go to bed hungry tonight. His family has been struggling to make ends meet right now.

Phrases like Thanks to you or Because of you should dominate your newsletters and updates.

How you can do better

Make this the year you do a better job of thanking your donors. Remember, it should be a priority.

Thank your donors right away and send a thank you note/letter or make a phone call. Electronic thank yous aren’t good enough.

Be personal and conversational when you thank your donors. Don’t use jargon or other language they won’t understand. Write from the heart, but be sincere. Give specific examples of how your donors are helping you make a difference.

Also, make sure your thank you note/letter puts gratitude front and center. You don’t need to explain what your organization does, brag, or ask for another donation. You have plenty of opportunities to ask for donations, and if you do a good job of thanking your donors you can raise more money. Plain and simple, the purpose of a thank you letter is to thank your donors.

I’m a big fan of communicating by mail, even if it’s only a few times a year. It’s much more personal. Yet, many nonprofits are skittish about spending too much on mailing costs.

If your budget doesn’t allow you to mail handwritten cards, is there a way you can change that? You may be able to get a print shop to donate cards. You could also look for additional sources of unrestricted funding to cover cards and postage. Think of these as essential expenses for your essential donors.

Maybe you need a change of culture – a culture of gratitude. This comes from the top, but you also need to get your board, all staff, and volunteers invested and involved in thanking your donors. 

You can’t say thank you enough. Make a commitment to thank your donors at least once a month. Create a thank you plan to help you with this. Planning ahead and creating systems makes a difference.

Keep thinking of ways to let your donors know how much you appreciate them. You don’t even need to wait for a holiday or special occasion. Just thank your donors because they’re amazing and you wouldn’t be able to make a difference without them. Don’t they deserve that?

Read on for more information about how you can make your donors feel appreciated.

Donor Recognition: When & How to Acknowledge Supporters

26 Techniques to Thank and Inspire Your Donors

11 Creative Ways to Thank a Donor

What’s Keeping You From Starting or Growing Your Monthly Giving Program?

Monthly giving is one of the few types of fundraising that did well last year. If your organization doesn’t have a monthly/recurring giving program or it’s fairly small, what’s keeping you from starting or growing your monthly giving program?

Whether you’re a big or a smaller organization or you had a good fundraising year or you 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. 

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 $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 major donors 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. 

These 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 in order to entice future monthly donors.

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. Go the extra mile and segment 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, 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 scenario. 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 all out 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 out 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 in the fall of 2022, only a couple of organizations 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 because of rising fuel costs.

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 Westside 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.

Photo by Marco Verch