Spring Cleaning Projects for Your Nonprofit

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Spring is officially here and depending on where you live, it may or may not feel like it. I recently returned from a trip to New Orleans where spring is in full force. Here in Boston, we have a little ways to go.

You hear a lot about spring cleaning right now. I know, groan. Those of us who don’t like to clean and organize put off these projects until piles of clutter start taking on a life of their own and your windows become so grimy you can’t even see out of them.

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

Your nonprofit organization should also do its own version of spring cleaning and decluttering. If you’re feeling reluctant about taking on these so-called cumbersome tasks, just think how happy you’ll be once you tackle them. You’ll also make some much-needed improvements to your infrastructure and donor communication.

Let’s get started!

Clean up your mailing lists and database

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

Don’t wait until right before your next mailing to clean up your donor data. Even though it’s tedious, have someone who’s familiar with your donors (your development director?) go through your mailing lists and database to see if you need to make any additions, changes, and deletions.

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

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

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

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

You might also want to move some lapsed donors who haven’t donated for several years into an inactive file. Don’t do this until you’ve sent targeted, personalized appeals asking them to donate again. And if you’ve never gotten in touch with the lapsed donors from your last fundraising campaign, why not do that now?

Five simple steps for winning back your lapsed donors

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

HOW WE CLEANED UP OUR EMAIL LIST AND RE-ENGAGED OUR SUBSCRIBERS

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

Fundraising Software Advice

Spring is about bringing in the new and a better database would be a wise investment. If you plan to get a different database, make sure you can easily transfer all your records. The Agitator blog recently covered this. Here’s a link to the third post in a series, which contains links to the first two. Definitely worth reading if you’re planning to get a new database/CRM.

Steps to Avoid Calling Bullshit

Freshen up your messages

Now that you’ve cleaned up your mailing lists and segmented your donors, it’s time to freshen up your messages. Take a good look at your appeal letters, thank you letters, and other content. Have you been using the same old, stale templates for years?  Are you bragging too much about your organization and using jargon? Do your thank you letters begin with the dreaded “On Behalf of X organization….”

Spruce up your messages with some donor-centered content. Create separate templates for new donors, current donors, and monthly donors.

From what I’ve seen, many organizations need to improve their donor communication, especially thank you letters. A thank you letter is something that’s supposed to make your donors feel appreciated and it often falls short. Don’t just freshen up your letters, work on your thank you email acknowledgments and landing pages, too, so they don’t look like boring receipts.

The Importance of Having a Thank You Plan

Don’t put it off too long

Your clutter and dust at home won’t disappear on their own. The longer you ignore it, the worse it gets. The same is true for your nonprofit.

Take on these spring cleaning projects as soon as you can. You’ll be happy once they’re done. Your donors will also be happy if they don’t get duplicate mailings or they receive a stellar thank you letter.

 

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Give Your Monthly Donors the Attention and Recognition They Deserve

245744537_9b2401b807_mMonthly donors are special because they’ve committed to donating to nonprofits long-term. Retention rates for monthly donors are 90%, which is considerably better than retention rates for other types of donors.

You’d think because of this, organizations would be jumping for joy and giving these donors extra special attention. But you would be wrong. While some organizations do recognize their monthly donors, unfortunately, many do not.

This post will show you how you can give your monthly donors the attention and recognition they deserve. If you don’t have much of a monthly giving program or want to start one, here’s more information on that.

Incorporating Monthly Giving Into Your Fundraising

Welcome your new monthly donors

When someone becomes a monthly donor, whether they’re a first-time donor or have upgraded from a single-gift donor, welcome them into your family of monthly donors.

Be accommodating

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.

Speaking of letters, tax season is upon us (oh joy), and several organizations have sent me a summary of my monthly donations. This is extremely helpful for people who itemize deductions. Make this letter more than just a receipt. Thank your donors and let them know how their monthly donations are helping you make a difference (more on that later).

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. I’m dreading the day I have to update my credit card information. Most likely I will miss some organizations. This will help you, as well, so you can keep receiving a steady stream of donations.

Make your thank yous more than just okay

When you send your initial thank you letter, you MUST recognize the recipient as a monthly donor.

Many organizations send a monthly acknowledgment email or letter, and I would say most are just okay. Some are basically only receipts. And while it’s helpful to know the organization received your donation, you’re not practicing good stewardship if that’s all you do.

You could spruce up these monthly acknowledgments, both by not making them sound like they were written by a robot and by providing some donor-centered updates.

One recommendation I have is to make sure every monthly donor gets at least one handwritten thank you note a year. You don’t have to write much but you will make a good impression.

Reach out at least once a month

Besides showing #donorlove, here are some other ways to reach out to your monthly donors.

Create a special newsletter for monthly donors or include a cover letter referencing monthly donors. I’m not always a fan of the letter from the Executive Director, so see if you can keep it donor-centered. You could also give a shout out to your monthly donors and include information on how to become a monthly donor.

Hold an open house for monthly donors. Even if they don’t attend, they’ll appreciate the invitation. You could also offer tours, either at a specific time or on request.

Include a list of your monthly donors in a newsletter, annual 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.

Send an email update specifically for monthly donors.

Thank yous, newsletters, and updates are not a one-time time deal. Keep it up throughout the year. Create a special section in your communications calendar specifically for monthly donors.

Keep Monthly Donors Longer With These 6 Engagement Tips

Monthly donors get their own fundraising appeals

As I mentioned before, 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.

I think the best way to raise additional money from monthly donors is to ask them to upgrade their monthly gift. Be as specific as possible. For example – We’re so happy you’re part of our family of monthly donors and are grateful for your gift of $5.00 a month. Could you help us out a little more this time with a gift of $7.00 or even $10.00 a month?

You can also ask monthly donors for an additional gift during one of your fundraising campaigns, but you MUST recognize they’re monthly donors – We really appreciate your gift of $10 a month. Could you help us out a little more right now with an additional gift? We want to expand our tutoring program to three more elementary schools.

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

All your donors are special, but monthly donors are extra special. Don’t they deserve some attention and recognition?

 

Rethinking Your Annual Report

99535218_fdfab8c28b_mWhat do you think of when you hear annual report? As a donor, you might think boring, long, a waste of resources, something I’m not going to read. As a nonprofit professional, you might think time-consuming, something we always do, something our board wants.

These are all negatives, but an annual report can be a positive experience for your donors and also doesn’t have to be something that’s going to stress you out when you put it together.

First, you don’t have to do an annual report, but you do have to share accomplishments with your donors. You might want to ditch the annual report and send short progress reports a couple of times a year or monthly e-updates instead.

If you decide to do an annual report, I encourage you to move away from the traditional multi-page one. Aim for something no longer than four pages.

Here are a few ways to rethink your annual report so you won’t put your donors to sleep and also make it a little easier for nonprofit staff.

Your annual report is for your donors

Keep your donors in mind when you create your annual report and include information you know will interest them.

You may want to consider different types of annual reports for different donor groups. You could send an oversized postcard with photos and infographics or a 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.

Make it a gratitude report

Donors want to feel good about giving to your nonprofit. Think of this as a gratitude report. You may want to call it that instead of an annual report.

Focus on thanking your donors for their role in helping you make a difference. Get inspired by these examples that celebrate the donor.

Oregon Zoo Gratitude Report

What’s in my Mailbox | “Annual Report”…or “Gratitude Report?

How are you making a difference?

The theme of many annual reports is look how great we are. Are You Boring Your Donors By Bragging Too Much?

They also include a bunch of boring lists, 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. Something like this – Thanks to you, 85% of the students in our tutoring program have improved their reading skills and can now read at their grade level.

Phrases like Thanks to you and because of you should dominate your annual report.

Tell a story

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

For example –  Leah, a third grader at Turner Elementary School, hated reading. She struggled with the words and the worst was when she had to read out loud in class. “Sometimes the other kids tease me,” she said. “Why do we have to read books anyway.” Then Leah started meeting weekly with Julie, one of our volunteer tutors. It was a struggle at first, but thanks to Julie’s patience and encouragement, Leah’s doing much better with her reading. She even requested a book for her birthday.

Make it visual

Your donors are busy and don’t have a lot of 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 Julie helping Leah with her reading.

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. 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 a splash of color with headings, charts, and infographics.

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

Keep out the 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. Now they no longer have to live in a shelter, a motel, or their cars and have a place to call home.

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

Plan ahead

One problem with annual reports is organizations send them out months after the year is over and by that point the information is outdated.

Yes, putting together an annual 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 racking your brain at the end of the year trying to come up with this 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 annual report.

Of course, a shorter report or an infographic postcard will help ensure your 2018 report doesn’t arrive in your donor’s mailbox the following spring or later.

Rethink your annual report to make it a better experience for everyone. Read on for more information about creating a great annual report.

NONPROFIT ANNUAL REPORTS: 7 BEST PRACTICES [TEMPLATES]

7 Tips for Creating an Effective Nonprofit Annual Report

8 Annual Reports We Love


Get Ready to Show Some #DonorLove

32497267743_0b58581e37_mWhen was the last time you thanked your donors? I mean really thanked them. That lame, automatic thank you email you sent after your year-end appeal doesn’t cut it. And even if you were one of the few organizations who did a good job of thanking their donors, gratitude is not a one-time deal.

#DonorLove is a yearlong endeavor and with Valentine’s Day coming up, it’s a perfect opportunity to thank your donors and show how much you appreciate their support.

8 Top Ways to Send Nonprofit Donors Love on Valentine’s Day

12 Ways to Send Your Donors Love With a Valentine

Okay, I get it, maybe you would rather not to go for a Valentine’s Day theme, but you should still do something fun and creative to show appreciation this month (and every month). The holidays are over and it’s been a cold winter for many of us. We could all use a little mood booster right now.

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 #DonorLove since your year-end appeal, then you must reach out soon.

Here are a few ways you can show some #DonorLove.

Create a thank you photo

Make your donor’s day with a great photo, like one of these.

Image result for pictures of people holding thank you signs

Image result for pictures of people holding thank you signs

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 becoming an increasingly popular way to connect and you don’t need a Hollywood production team to create one. Here are some examples of thank you videos.

4 Inexpensive Examples of Saying Thank You With Video

A Thank You Video to Promote Donor Retention

Obviously, the purpose is to thank your donors. A simple video showing a bunch of people saying thank you will do the trick. You also want your video to be short, donor-centered, and show your organization’s work up close and personal.

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

Send a card

A handwritten note 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.

That said, I do think you should make every effort to send a card to ALL your donors. More on that below.

Share an update or success story

In addition to saying thank you, share a brief update or success story. Emphasize how you couldn’t have helped someone without your donor’s support. For example –Thanks to you, the Taylor family can move into a home of their own.

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

Thank you basics

Make this the year you do a better job of thanking your donors. 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.

Thanking your donors needs to be a priority

I’m a big proponent of communicating by mail, even if it’s only a few times a year. It’s much more personal. Yet, many nonprofits balk at 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.

Maybe you need a change of culture, and this comes from the top. Fundraising Consultant Pamela Grow recently gave an example of an organization that “is moving away from the 48-hour written thank you receipt letter to quarterly email thank you receipts” because the Executive Director thinks “most people just trash the letter without reading it.

This is wrong on so many levels and to quote Pamela, “you never get a second chance to make a great first impression.” You need to get your board, all staff (especially leadership), and volunteers invested and involved in thanking your donors. Leave a good lasting impression.

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.

Keep thinking of ways to show some #DonorLove. Get creative.

10 Ways to Thank your Nonprofit Donors

Your Donors Want Stories, Not Baubles

How to Thank Donors — and Bring Them Closer to Your Cause

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.

Your Donors Want to Hear From You. A Communications Calendar Will Help.

Some nonprofit organizations do a good job of communicating with their donors, but many do not. Often the only times you hear from organizations is when they’re asking for donations.

Raising money is only part of the fundraising equation. You also need to thank donors, keep them updated on how their gifts are helping you make a difference, and build relationships.

To do all that you need to communicate with your donors at least once or twice a month throughout the year. If that’s stressing you out because you don’t think you can pull that off (you can), then you need a communications calendar (also known as an editorial calendar).

I like the term communications calendar because it emphasizes the importance of communicating with your donors and other supporters all-year-round.

A communications calendar will take a little work at first, but will make life easier for you in the long run. Once you have a system in place you can update it as needed.

This is not just a job for your marketing department. All departments need to work together. Figure out what information you need to share and when to share it. You want a consistent stream of information – not three emails in one day and nothing for three weeks.

As you put together your communications calendar, think about how you will use different channels and which audience(s) should receive your messages. You may only send direct mail a few times a year, but send an e-newsletter once a month and communicate by social media several times a week. You’ll often use a number of different channels when you send a fundraising appeal or promote an event.

Start big by looking at the entire year and then break it down by months and weeks. You’ll keep adding to your communications calendar throughout the year.

While this post is primarily about setting up a communications calendar, you also have to share high-quality content your donors will be interested in. I’ll write more about that in future posts.

Here are some categories you can use in your communications calendar. Some items will be time sensitive and others won’t be.

Updates

You need to keep your donors updated on how they’re helping you make a difference. Your print and e-newsletter should be included in your communications calendar. If you don’t do a newsletter, make a plan to share updates another way – maybe by postcard, email, or social media. Sometimes short updates are more effective.

News stories

There’s a lot going on in the news these days (a whole lot). You won’t be able to predict news stories in advance. However, if there’s a hot item in the news that’s relevant to the work you do, that could be something to share or use as an example of how you’re helping to make a difference for the people/community you serve.

Legislation

Advocacy alerts are a wonderful way to engage with your supporters. Be on the lookout for any federal or state legislation that’s relevant to your organization. Encourage people to contact their legislators about an issue or a bill. Then report back to them with any updates, and thank them for getting involved.

Time of year

Is there something going on during a particular month that’s pertinent to your organization? Perhaps it’s homelessness or foster care awareness month.

Thanksgiving, the holidays, and winter can be a difficult time for some people. How can you weave that into a good story to share with your supporters?  In addition, think of creative ways to connect at other times of the year such as Valentine’s Day, spring, and back-to-school time.

However, your organization’s anniversary doesn’t mean much to donors unless you can tie that in with how they’re helping you make a difference.

Events

Does your organization hold any events? Besides your events, are there other events in your community that would be of interest to your supporters? This is a great thing to share on social media.

Fundraising and recruitment

Be sure to add your fundraising appeals to your communications calendar. You want to highlight these and not inundate your donors with a lot of other information at that time.

If your organization has specific times it needs to recruit volunteers, add that to your calendar, as well.

Thank your donors

This is crucial! Find different ways to let your donors know how much you appreciate them. You can combine a thank you with an update. Do this at least once a month.

Ongoing content

If you’re making a difference, you have stories to tell. Share a story at least once a month. Client success stories (either in the first or third person) are best. You could also profile a board member, volunteer, donor, or staff member. Be sure to highlight what drew them to your organization.

Create a story bank to help you with this.

Keep it up

As you hear about other relevant information, add it to your calendar so you can stay connected with your donors/supporters throughout the year.

Here is more information to help you create a communications/editorial calendar, along with a couple of templates.

How to create a donor communications calendar

How to Create a Nonprofit Editorial Calendar

2018 Nonprofit Editorial Calendar Template

EDITORIAL CALENDARS – RESOURCES FOR YOU

Incorporating Monthly Giving Into Your Fundraising

Image via Bloomerang

Most of you are getting ready to launch your year-end appeal if you haven’t already done so. I hope your organization also has a monthly/recurring giving program. If you don’t, you’re missing out on a great way to raise more money and receive a constant stream of revenue throughout the year.

Plus, monthly giving will raise your retention rate. According to the Fundraising Effectiveness Project, the retention rate for monthly donors is 90%. These donors are committed to your organization!

To keep things simple, I’m going to use the term monthly giving, but you should offer your donors other options, such as quarterly giving.

How to get started

If you don’t already have a monthly giving program, try to set one up before your year-end appeal and let your donors know about it. If that’s not possible, make it one of your first New Year’s resolutions for 2019.

Setting up a monthly giving program will take a little work up front but will pay off in the end. Mention it in your appeal letters and make it a prominent option on your donation page.

Some organizations’ donation pages aren’t set up for monthly giving. I experienced this recently when I tried to make a donation. If I wanted to make a recurring gift, I had to contact the organization and in the interest of time, I chose a one-time gift.

Make it easy for everyone and set up a monthly giving option on your donation page.

Quick Tips to Create a Great Monthly Giving Program

Invite your current donors to become monthly donors

One way to get monthly donors is to ask your current donors to switch to monthly giving. Send targeted appeals to donors who have given at least twice. These donors have already shown you their commitment.

Let them know how much you appreciate their support and invite them to join your family of monthly donors. Show them how their $50 or $100 gift is helping you make a difference and how they can help even more with gifts of $5 or $10 a month.

Monthly donors get their own special appeal

If you already have monthly donors, send them a special appeal. Don’t send them a generic appeal that doesn’t recognize that they’re monthly donors. You should be personalizing and segmenting all your appeal letters, anyway.

Thank them for being a monthly donor and let them know you couldn’t do your work without their continued support. Politely ask monthly donors who’ve supported you for at least six months if they can upgrade their gift.

Monthly donors also get their own thank you letters

Not only do monthly donors get their own thank you letters, handwritten notes, or phone calls, you need separate letters for brand new monthly donors and current single-gift donors who’ve become monthly donors. I covered this in a recent post.

 Take Thanking Your Donors to the Next Level

Don’t shortchange your monthly donors with a generic thank you letter.

I make most of my donations monthly. The thank yous I receive range from pretty good to dreadful to nonexistent.

Some organizations will send a monthly acknowledgment by email. I don’t mind these because it lets me know my donation was charged. Often I get the same boring email each month with an equally sleep-inducing subject line such as Subsequent Sustaining Thank You. One organization uses the subject line You Are AMAZING, which is pretty amazing, and rare.

Since your donors have committed to donating every month, show them the same courtesy by communicating with them at least once a month. Those generic thank you emails don’t count.

You could send an e-mail update and at least a couple of updates by mail. Show your donors how they’re helping you make difference in your updates. Share a story or give specific examples.

A few ways I’ve seen organizations recognize their monthly donors are by giving them a special shout out in their newsletter, thanking them in their annual report, and inviting them to take a tour of the organization. Other ideas include an open house, a thank you video, a thank you postcard, and a handwritten note. Whatever you do, keep in touch throughout the year.

Pay attention to your monthly donors

All donors are special, but monthly donors are extra special because they’ve made this commitment to you. Therefore, you’re doing a huge disservice when you don’t recognize them for who they are. You can send requests for an additional single gift but not without thanking them for their monthly support.

Speaking of paying attention, you need to keep track of when a donor’s gift is about to expire. One way to avoid that is to not include an expiration option on your donation page. But that only solves part of the problem because credit cards have expiration dates. Don’t rely on your donors to keep track of this. They’re busy and have a lot of other things to worry about.

Set up a system where you can flag credit card expiration dates. A month ahead of time, send your donors a friendly reminder letting them know it’s time to renew their monthly donation. You can also ask for an upgrade and, of course, thank them. If you don’t do this, you’ll lose money and you’re showing your donors you don’t care because you’re not paying attention to them.

What Can You Do If Your Monthly Donors’ Payments Are Not Coming In?

Monthly giving is a proven way to raise more money and improve donor retention. I hope you’ll take the time to start or grow a monthly giving program for your organization.

Monthly giving resources

 

Why You Need a Multichannel Fundraising Campaign

 

9302747250_55a3eb4704_zYear-end fundraising season is here and it’s the busiest time of the year for most nonprofit organizations.

You need to plan carefully. If you just send one fundraising letter and wait for the donations to pour in, you’re chasing rainbows. Your donors are busy and may put your letter aside to handle later, and never get to it.

You may be thinking of not using direct mail at all because it’s too expensive, and only sending email appeals. That’s a mistake. Direct mail is still a viable way to communicate and well worth the investment.

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

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

You’ll have a lot of competition since you’re not the only organization seeking year-end donations. Plus, you’re competing with a deluge of email and social media posts from a variety of sources, even more in the US since it’s an election year. The fact that it’s an election year may not affect nonprofit giving, but it does factor into the amount of communication your donors are receiving. Fundraising in an Election Year: Much ado about (almost) nothing

All this is why you need a multichannel campaign with a series of asks.

BEFORE YOU START

Clean up your mailing lists

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

6 Steps to Direct Mail List Management

Clean Up Your Email List With These 3 Simple Steps

Make it easy to donate online

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

When you’re ready to launch your campaign, include a blurb on your homepage that says your appeal is underway. Make sure your donate button is in a prominent place and stand out even more by including an engaging photo to draw people in.

Which channels do your donors use?

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

SAMPLE SCHEDULE AND STRATEGY

Come up with a schedule of when the appeals will go out. I’ve created a sample schedule below. Of course, you can adjust the timeframe as needed, and use this for campaigns at other times of the year. That said, I do recommend starting your year-end campaign sooner than later.

October 31

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

Keep in mind that the fact your year-end appeal is going on will matter to some donors and not to others. Use an enticing subject line such as How You Can Help a Family Move Into Their Own Home.

Make sure it’s obvious your message is coming from your organization so you have a better chance of getting it opened. Get noticed on social media by using an engaging photo.

Week of November 5

Mail your appeal letters.

Week of November 12

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

Thanks so much to all of you who donated to our year-end appeal. We’re well on our way to our goal of helping more families find a home of their own. If you haven’t donated yet, please help us out today by visiting our website (include a link to your donation page) or sending us a check (provide address).

Week of November 19

Send another reminder, along with a Happy Thanksgiving message. Share a success story in your appeal.

Week of November 26

November 27 is #GivingTuesday so you could tie that into a reminder message. You may already have a campaign planned.

Keep in mind that your donors’ inboxes will be bursting at the seams on #GivingTuesday. Make your messages stand out and throw some gratitude into the mix.

Don’t just send generic weekly reminders. Also, keep it positive. Don’t make your donors feel bad because they haven’t donated yet.

Week of December 3

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

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

The rest of December and beyond

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

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

The end of December is the busiest time of this busy fundraising season. Send two or three reminder emails during the last week of December, including one on the 31st. This is especially relevant if your fiscal year ends on December 31 or your donor wants to give before the end of the calendar year.

Even though you’re trying to secure donations, don’t forget about building relationships, too.

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

In addition, plan to get in touch with your lapsed donors at the beginning of January (more on that later).

Your fundraising campaign will be more successful with multiple asks and by using multiple channels. Good luck!

More on multichannel fundraising

How to Make a Multichannel Fundraising Ask: the Basics

6 Tips for Planning a Multi-Channel Fundraising Campaign