Welcome Your New Donors With Open Arms

Year-end fundraising is underway. I hope your campaign is going well so far. Perhaps you also participated in Giving Tuesday. The latter often brings in new donors and that’s never something you want to take for granted. 

These donors saw a need and found a connection to your cause. Or maybe they were drawn into whatever Giving Tuesday promotion you initiated, but I like to think they wanted to help you make a difference. 

Unfortunately, it’s unlikely these donors will stick with you. The retention rate for first-time donors is around 20%. We can and have to do better.

This is why it’s so important to get a second donation, also known as a golden donation. Once you get that golden donation, you’re more likely to have long-time donors who will stick with you. One way to ensure this is to make your new donors feel welcome.

Start with a special thank you

According to fundraising expert, Dr. Adrian Sargeant, “The thank you is the single most important piece of communication that your donors get. They have a higher recall of it than the appeal that generated the gift.”

Keep that in mind, especially for your new donors.

If someone donates online, it’s hard to tailor the thank you email specifically to new donors. But you can do that with a phone call, handwritten note, or thank you letter.

Try to call your new donors or send a handwritten note. This will make a great impression on them. Get together a group of board members, other volunteers, and staff to help you. If that’s not possible, create a thank you letter specifically for your new donors.

*Make sure these are actually new donors. A good CRM/database will help you avoid any missteps.*

Create a welcome plan

A week or two after the initial thank you, send a welcome package. You can do this by mail, email, or a combination of both. Try to send at least one welcome message by mail. Mail is always more personal and your donors will be more likely to see it.

Welcome your new donors. Thank them again and show them other ways they can connect with you. Invite them to subscribe to your newsletter, join you on social media, and volunteer.

Your welcome package should include a warm introductory message and a few facts about your organization, but don’t brag too much. Keep it donor-centered and be personable. You could also direct people to your website for more information about your organization.

Be careful about how much information you send. Donors want to feel welcome, not overwhelmed.

I don’t recommend sending unsolicited swag. Personally, I don’t like it, but some donors might. You could offer your new donors a gift and they can let you know if they want to receive it, but it’s not necessary. What donors really want from you is to know how they’re helping you make a difference.

Create a series of messages, also known as a drip campaign. Set a timeline. The first sequence of messages can be sent about once a week. After that, you should continue to communicate regularly (at least once a month) and follow the ask, thank, update formula. In a few months, you could invite your new donors to give monthly. Monthly donors are committed donors.

Welcome emails have high open rates. Impress your new donors right away, so they’ll be more likely to donate again.

Who are your new donors?

They could be event attendees, volunteers, or newsletter subscribers. If you know, refer to that in your thank you note, letter, or phone call. If not, send a short survey with your welcome package and ask, “How did you hear about us?” or “What drew you to our organization?” 

Another question to ask is whether your donors prefer print or electronic communication. Short surveys are also a good way to connect throughout the year. The more you know about your donors the easier it will be to communicate with them.

Make your current donors feel special, too

While I’ve been focusing on new donors in this post, retention rates for current donors aren’t anything to celebrate. The overall donor retention rate is around 45%, so we have some work to do.

Remember the golden donation, but don’t stop there. You want a third (would that be platinum?) and a fourth, etc. donation.  

If you’re not acknowledging a donor’s past support, you’re making a huge mistake. Imagine how you would feel if you gave to an organization for over five years and they never thank you for your long-time support.  

These valuable, long-time donors could leave at any time, so ignore them at your own peril. Make sure they also get a special thank you from you.

Keep it up throughout the year

It’s so important to communicate with your donors regularly. Plan on special mailings or emails specifically targeted to new donors. Remember to try to send something by mail if you can. 

Think of other ways to do something special for your new donors too, such as an open house or a tour of your facility, either in person or virtual.

Of course, don’t ignore your other donors. You could do something special when you get that all-important second gift. Keep reaching out – at least once or twice a month. 

Show appreciation and share updates. A huge factor in donor retention is a good donor relations plan that you’ll carry out regularly as long as your donors support you, which hopefully will be for many years.

Do Your Giving Tuesday Messages Look Like Spam?

What’s the difference between messages you get for Cyber Monday, Black Friday, political candidates, and Giving Tuesday? Unfortunately, it seems like not a whole lot, and many of them look like spam.

According to the Giving Tuesday website, “Giving Tuesday is a global generosity movement unleashing the power of radical generosity.” In theory, that sounds nice, but in reality, it’s a day when nonprofit organizations unleash an onslaught of transactional fundraising appeals by email and social media.

Starting in 2012, Giving Tuesday has taken place the Tuesday after Thanksgiving. This year it will be on November 28.

I’m not going to tell you whether or not you should participate in Giving Tuesday. Perhaps you’ve participated in the past and it’s been successful (one way to measure if it was successful is if those donors give again), or maybe it wasn’t. Perhaps you’re planning to participate for the first time. Maybe you’re on the fence. 

Whether you participate or not, Giving Tuesday is part of the nonprofit landscape and if you’re doing a year-end appeal, you’ll need to factor it into your campaign. If you do participate, you want to make it a better experience for your donors instead of the usual barrage of generic, transactional appeals. And, you don’t want your messages to resemble spam.

Here are a few things to keep in mind as Giving Tuesday approaches.

Just because it’s Giving Tuesday isn’t a compelling reason to give

I see so many email messages that say donate because it’s Giving Tuesday. Many donors don’t care if it’s Giving Tuesday or if it’s your “annual appeal.” That’s often not why they donate. They give because they care about your cause and want to help make a difference. 

Let them know that with their help, Kara doesn’t have to go to bed hungry or Daniel can boost his reading skills.

People and communities are still struggling. You need to acknowledge this in your appeals.

It’s not just about the money

A successful Giving Tuesday campaign is about more than just raising a lot of money. You also want to build relationships and make your donors feel good about supporting your organization. This is where it often falls short.

I’m not a huge fan of Giving Tuesday or any giving days, for that matter, because they focus too much on getting donations. Many of these donors are first-time donors who don’t give again. The end result is you’ve just spent a lot of time and effort on getting one-time gifts. That’s not what you want. You need donors who will support you for many years.

Make it personal and segment your donors

Don’t just blast a bunch of generic, transactional appeals that resemble Cyber Monday ads or those relentless requests for political donations. I receive so many political emails, which are just “noise” that I end up ignoring. You don’t want that. You want to attract your donors’ attention in a good way. A more relationship-oriented subject line can help.

You also don’t want to send all your donors the same appeal. If someone donated last year on GivingTuesday, this is the perfect opportunity to thank them for that gift and ask them to donate again this year. If they donated two weeks ago, maybe they shouldn’t get an appeal right now.

Segment your donors. Acknowledge past donors and make a connection with potential donors. 

Focus on building relationships with your donors instead of just begging for donations.

Also, if you’re sending an appeal to your monthly donors, recognize them as monthly donors and ask them to give an additional gift (many of them will). They get their own thank you, too. Monthly donors are one of your most loyal types of donors. Be sure to make them feel special.

If you’re one of the few organizations that sends more personalized appeals, then kudos to you because that’s what everyone needs to do.

Use Giving Tuesday as a way to follow up with your donors

If you don’t want to launch a full Giving Tuesday campaign (understandable), it can be a great opportunity to follow up with people who haven’t donated to your year-end appeal. You should be sending regular reminders, anyway.

Send email and social media messages before and on Giving Tuesday encouraging people to donate. You can use the Giving Tuesday logos, etc. if you’d like. Obviously, you’ll want to keep following up with anyone who didn’t donate on Giving Tuesday.

Remember, your donors will be barraged with email and social media messages on Giving Tuesday. Make yours stand out and be prepared to keep following up.

Put gratitude front and center

Your donors should be feeling the love right after they make their donation.

Make sure you have an engaging thank you landing page and thank you email for your online donors. You could even create ones especially for Giving Tuesday. Then you need to follow that with a phone call, handwritten note, or thank you letter.

Send welcome packages to new donors or welcome back messages to current donors. 

Go the extra mile and do a good job of thanking these donors – both right after they’ve made their donation and throughout the year.

We’re going to skip Giving Tuesday 

Maybe you’ll decide you’re going to skip Giving Tuesday altogether. If that’s the case, you may want to hold off on sending email on Giving Tuesday, as well as Black Friday and Cyber Monday. Remember, other organizations will be participating and any messages you send will be competing with the onslaught of Giving Tuesday appeals. 

Before and after Giving Tuesday, use this opportunity to stand out by keeping your fundraising campaign focused on gratitude and relationship building. Year-end is a good time to ramp up your donor communication (examples include thank you messages, holiday greetings, and updates) so people don’t think you’re only asking them for money.

Give back to your donors

I think you’ll find your Giving Tuesday campaign, or any fundraising campaign, will be more successful if you focus on more than just the giving part. And a big part of a successful campaign is getting repeat donations. This means giving back to your donors, as well.

Always focus on relationships, not the transaction, and make sure your messages don’t look like spam.

Show Some Appreciation to Your Donors During the Gratitude Season

Year-end fundraising coincides with the gratitude season, which includes Thanksgiving in the U.S. and the December holidays. This is appropriate since thanking your donors is part of the fundraising equation, even though many nonprofits don’t seem to realize this.

Now is a great opportunity to show some gratitude to your donors. You could hold a thankathon, especially if you haven’t launched your appeal yet. Traditionally, thankathons are done by phone, but you can use other channels, too.

You may be laser-focused on your year-end campaign and think you’re too busy to spend much time thanking your donors, but that’s precisely why you need to get on the thank you train. Showing some appreciation to your donors right now can help you raise more money for your year-end appeal.

You’re never too busy to thank your donors. Besides, don’t they deserve some special attention?

Showing gratitude doesn’t happen nearly as often as it should, but you need to spend just as much time thanking your donors and building relationships as you do on fundraising.

Here are a few ways to incorporate gratitude into your year-end fundraising campaign.

Say thank you in your appeal

Does your appeal thank donors for their past or potential gifts? It should. Remember, you need to be showing gratitude while you’re trying to raise money.

This is especially important around GivingTuesday and I’ll write more about that in my next post.

Wish your donors a Happy Thanksgiving

One way to show gratitude right now is to send your donors a special Thanksgiving message. A lot of nonprofits already do this. If you’re not one of them, make this the year you start. If you can send a card or postcard, that’s great, but an email message is also fine. If you use email, be sure to address the donor by name to make it more personal and send it the day before when they’ll be more likely to see it.

In a recent post about running a multichannel campaign, I suggested skipping the reminder during Thanksgiving week and pour on the gratitude instead. 

We’re still living in a time of uncertainty and your donors will appreciate a heartfelt message from you. Let them know how grateful you are to have them as part of your donor family. 

Don’t stop with Thanksgiving

Thanksgiving isn’t the only time to show some appreciation. The holidays and New Year’s are coming up soon (sooner than you think) and that’s a good opportunity, especially for those of you outside the U.S., to express gratitude. But you don’t need a holiday or other special occasion. Just thank your donors and do it often. 

Whatever you decide, DO NOT include a donation envelope or any other type of ask with your thank you message. This is known as a thask and it’s guaranteed to deflate your donor’s good feelings in an instant.

Be ready to thank your donors as soon as you receive a donation

Every single donor, no matter how much they’ve given or whether they donated online, gets a thank you card/letter mailed to them or receives a phone call.

Planning ahead will help you thank your donors as soon as possible. I’m sure you’re spending a lot of time and effort getting your fundraising appeal out. Perhaps you’ve recruited other staff or volunteers to help you.

You need to do the same thing when you thank your donors. Get your board, other staff, and volunteers to help make phone calls, write thank you notes, or include a handwritten note on a thank you letter. This is another opportunity for a thankathon.

Make thanking your donors a priority

Your donors deserve more than just the same boring, generic thank you letter. The initial thank you right after you receive a donation is important. So is the next one and the one after that and the one after that….

Thanking your donors is not something you just do after you receive a donation. You want to thank your donors at least once a month. Here are some ways you can show gratitude throughout the year.

  • Send a handwritten note.
  • Create a thank you video and share it on your website, by email, and on social media. Better yet, personalize it.
  • Send welcome packages to your new donors.
  • Invite your donors to connect with you via email and social media. Keep them updated on your success and challenges. Making all your communications donor-centered will help convey an attitude of gratitude.
  • Thank your donors in your newsletters and other updates. Emphasize that you wouldn’t be able to do the work you do without their support.
  • Hold an open house or offer tours. You can also create a virtual tour or other engaging video content to let your donors see your nonprofit up close and personal.
  • Thank your donors just because they’re great.
  • Keep thinking of other ways to thank your donors.

Create a thank you plan to help you with this.

Always choose kindness 

The world could use some more kindness right now. There’s so much going on and the divisiveness doesn’t help. As long as you’re sincere, I don’t think there’s such a thing as being too nice.

In the spirit of kindness, show some gratitude to your donors and make them feel special.

Fundraising Efficiently: 3 Ways to Improve Your Operations

Let’s take a look at three areas where nonprofits can drive increased fundraising efficiency: staff retention, donor qualification, and campaign planning.

By Chelsey Newmyer

What first comes to mind when you think about increasing your nonprofit’s fundraising efficiency?

Cutting expenses? Making bigger asks of more of your donors? Sending more emails and appeals to keep your mission on their minds?

These methods can work, but they shouldn’t be your first or only steps. 

Cutting expenses can soon become unsustainable. Asking more from larger segments of your donors will ultimately make your fundraising less efficient if you’re not asking the right donors. Otherwise, you’re just wasting time and potentially hurting relationships. Blasting your messages too frequently can also have the unintended consequence of making your audience tune you out.

The key to success lies in fundraising smarter, not just leaner or more aggressively, with an eye on the long-term sustainability of your strategies. Learning to do more with what you already have will grow your ability to drive impact into the future. 

Many nonprofits understand the value of sustainable fundraising streams like recurring giving programs, but how can you go further? What are some foundational ways to build efficiency into your efforts from the ground up? Let’s take a look at three fundamental ways to get started.

  1. Minimize employee churn.

To make the most of your resources, start by preserving them. Any organization’s most important resources are the people who keep it running.

The average employee turnover rate for nonprofits hovers around 19%, consistently higher than for-profit companies. It’s a common problem battled by organizations of all sizes. Churn is also costly for nonprofits and can create major hurdles to growth. There are several reasons why internal churn can be so harmful:

  • Churn creates new costs. Hiring new team members to replace those who leave takes time and money. Not to mention, there’s the opportunity cost to consider since new staff won’t operate as effectively right away.
  • Churn decreases overall engagement and morale, leading to worse outcomes across the organization.
  • Churn can harm your nonprofit’s relationships. Fundraising programs thrive on relationships with donors, businesses, and other partners. When experienced fundraisers leave, there’s a risk of losing all the valuable relationships they’ve built.

Altogether, these impacts can slow or derail your organization’s growth, making it harder to generate meaningful returns on your fundraising work. It can also become a harmful cycle if left unchecked, with remaining employees more likely to leave as well if they’re feeling burnt out from picking up the slack.

If fundraiser retention has been a challenge for your nonprofit, work to improve it before diving deeper into other fundraising efficiency improvements. Graham-Pelton’s guide to nonprofit staff retention outlines the essential elements of an effective strategy and 15 steps organizations can take to get started.

With a stable, engaged team ready to drive your mission forward, you’ll then be able to implement new changes that help them work more efficiently.

  1. Refine your donor qualification process.

Prioritization is a key part of efficient fundraising. For nonprofit fundraising teams, this means focusing on your donor qualification strategies.

Qualification is the process of prioritizing your major donors and prospects for outreach based on how likely they are to give at the current moment. It relies on sets of criteria that either qualify or disqualify a prospect for outreach, for example:

  • Qualified: Active donor, hasn’t been solicited in the last X months, proven giving capacity at the intended level, etc.
  • Disqualified: No proven giving capacity, lapsed donor, or was recently solicited and declined to give, etc.

Qualification is used specifically for major giving. Relationships with major donors need to be thoughtfully grown over time—which is a time-intensive process—hence the increased need to effectively prioritize outreach. When a major gift is secured, it can represent a significant return on the investment of that time. By focusing your efforts on where it’s most likely to drive impact, you’ll increase the overall ROI of your efforts without cutting costs or making bigger asks.

If your nonprofit hasn’t refreshed its approach to qualification (or doesn’t yet have one), there are a few immediate steps you can take. 

First, review your data to learn more about the donors who’ve given large or major gifts. Find trends in their characteristics and in the cultivation and solicitation strategies you used to ask them for gifts—use these trends to establish updated qualification criteria. Using these criteria, take a first pass at generating a new prospect list. 

From there, keep refining your approach as you talk to donors, ask for gifts, and learn more about them. Just be sure to consistently revisit your prioritized prospect list to ensure it’s as fresh as possible based on your most recent (and well-maintained) data. This efficient approach makes it possible to present fully customized appeals to your donors and boost your chances of securing a gift.

  1. Thoroughly plan ahead for your fundraising campaigns.

Like major gift fundraising, large-scale campaigns are time-intensive, but they can also deliver high ROIs.

Following capital campaign best practices can be incredibly efficient, despite these fundraising goals being among the highest your organization ever pursues. Focusing on major gifts and following a strategic order of solicitations allows you to pack a punch, securing large sums in a very targeted way.

But you’ll also need to ensure that your campaign plans are designed to be truly achievable. Goals need to strike the right balance of being ambitious but realistic. This will help maximize your ROI (while ensuring you’re not pursuing a goal that’s too high or leaving money on the table by aiming too low).

To set the perfect goal and minimize wasted time and effort during a major campaign, conduct a feasibility study early in the planning process. This can be done for any big initiative that will rely on major gifts, not just capital campaigns.

A feasibility study or planning study seeks the input of major donors, prospects, and stakeholders on your initial campaign plans and goals. Since these are the supporters who’ll ultimately help drive the campaign to success, the idea is to use their input to help shape your finalized goal and approach. It’s also a helpful way to secure early buy-in on your project by allowing key donors to become more closely involved.

If a large campaign is coming up for your organization, develop a case for support and begin mentioning the campaign to your donors so that it’s on their radar. Develop initial lists of who to include in your study and whose gifts would be essential for success based on your qualification process.

Once you’ve conducted a planning study and analyzed your findings, make adjustments to your plan as needed and move forward with your campaign. Look for ways to keep donors engaged with the project beyond just inviting them to a luncheon or grand finale gala. Have a plan in place early for thanking and recognizing donors. This will not only lead to a more successful campaign but also strengthen your relationships for more effective fundraising in the future.


Increasing your efficiency shouldn’t mean trimming your operations down to the bare essentials or stretching your donor relationships to their limits. 

Instead, look for ways to do more with what you already have. Across all areas of your work, including internal management processes, donor stewardship, and campaign planning, you can drive greater impact by preserving your time and prioritizing your work.

Chelsey Newmyer is a Senior Consultant at Graham-Pelton. An analytical problem solver, Chelsey uses a data-driven approach fostered by her engineering background to conduct multipronged annual giving campaigns, manage leadership-level prospects and volunteers, and enhance cross-departmental relationships.

Do a Stellar Job of Thanking Your Donors

Year-end fundraising season is underway. You may have started working on your appeal, which is great. But don’t stop there. It’s just as important, if not more important, to plan how you’ll thank your donors. 

I highly recommend creating a thank you plan, which will help you show gratitude before, during, and after a campaign. 

Your donors deserve a stellar thank you. The problem is most thank yous don’t come anywhere close to being stellar. Many organizations treat thanking their donors as an afterthought and it shows. You can’t do that. It will hurt your chances of getting future donations.

There are many ways to thank your donors after an appeal – by mail, phone, email, on your website, or a combination of those. The more you can do, the better.

Thanking your donors is something you need to do well. Don’t shortchange your donors with a half-hearted, generic thank you.

Do a stellar job of thanking your donors. Make it a priority. Here are a few ways to do this. 

Start planning now

Don’t wait until the day after your appeal goes out. Give yourself plenty of time to plan. Write your thank you letter at the same time you write your appeal. 

Figure out what you’ll be able to do. I highly recommend a handwritten note or phone call. Can you do that for all your donors? If not, maybe you’ll break it down by new donors, long-time donors, or donors who have given a certain amount.

It’s important to thank your donors as soon as possible. I understand that handwritten notes and phone calls take more time, especially during the busy year-end season. If that’s the case, you can and should do those at other times of the year instead.  At the very least, your donors should get a letter, even if they’ve donated online. Thank you emails tend to resemble receipts, but we can change that. Whatever you decide, remember to get started on the content now. 

In the past, the standard was to send thank you letters within 48 hours. If that’s too hard, don’t wait much longer than a week. Make sure you’re ready to go when the donations come in. 

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

I love it when a nonprofit sends a handwritten thank you note. This is a rare occurrence, so if you do it, your thank you note will stand out in your donor’s mailbox.

Handwritten notes are great in many ways, but one advantage is you don’t have to write that much. In fact, you can do one in just a few minutes.

You could make thank you cards with an engaging photo or buy some nice thank you cards. Get together a team of board members, staff, and volunteers right after your appeal goes out to help you with this.

Think about how much your donors will appreciate this nice gesture. Here’s a sample note.

Dear Cara,

Thank you so much for upgrading your gift to $75. We’re still seeing more people coming into the Eastside Community Food Pantry. It’s difficult for many families in the community to afford groceries. Your generous gift will help a lot. We’re so happy you’ve been a donor these past five years.

Phone calls are another personal way to show appreciation

Calling first-time donors is known to improve retention rates. But you could also call long-time donors to make them feel special.

Again, you want to get a team together to help. This is a great thing for your board to do. Here’s a sample phone script.

Hi David, this is Tracy Clark and I’m a board member at the Eastside Community Food Pantry. Thank you so much for your generous donation of $50 and welcome to our donor family. Your gift will help feed more local families right now. Many of them are struggling since grocery prices are so expensive.

Write that stellar thank you letter

If it’s impossible to send handwritten notes or make phone calls, you can still impress your donors with a stellar thank you letter. As I mentioned before, many thank you letters aren’t stellar at all and are mediocre at best. You’ll have an advantage if you take some time to create a great, donor-centered letter.

The purpose of a thank you letter is to thank your donors. Keep that in mind at all times.  

Don’t start your letter with On behalf of X organization…. If you’re sending it on your letterhead, it should be obvious it’s coming from your organization. Instead, start your letter with – Thank you, You’re amazing, or You did something great today!

You also don’t need to explain what your organization does. This often comes across as bragging by saying something like – As you know, X organization has been doing great work in the community for 20 years…. Someone who’s donated to your organization should already be familiar with what you do. 

And, don’t ask for another gift in your thank you letter. You did that in your appeal letter. You can ask again another time. Always keep gratitude front and center.

Write separate thank you letters for different types of donors. Welcome new donors and welcome back your current donors. Monthly donors should also get special recognition.

Your thank you letter needs to make your donors feel good about giving to your organization. Let them know how their gift is helping you make a difference. Include a brief story or example, such as the sample handwritten note or phone script I included above.

As with all writing, make your letter personal and conversational. Write to the donor using you much more than we and leave out jargon and any other language your donors won’t understand. Also, you must address your donors by name – not Dear Friend. Personalization is crucial when thanking your donors.

I’ve been emphasizing the importance of envelopes lately. Don’t use a boring, white #10 envelope. Make your letter stand out by using a colored or textured envelope. You could include a teaser that says Thank You and use a nice stamp (You can buy thank you stamps). Hand address the envelopes if you can and include a handwritten note inside that will help make it more personal. You could also include an engaging photo in the letter.

Yes, you do need to include the tax-deductible information, but do that at the end, after you impress your donors with your letter, or include it on a separate page. It’s easiest to include this with your thank you letter or email. Then you don’t have to send it again unless your donor requests it.

Create a more personal online thank you

The thank you plan I reference above gives you advice on how to create better thank you landing pages and email acknowledgments. These often come across as transactional. You need to think of the donations you receive as the start or continuation of a relationship, not a transaction.

Remember, even though your online donors will get an electronic acknowledgment, they should still get thanked by mail or phone. I like to think of the landing page, email, and what comes in the mail or by phone as the thank you journey. Don’t forget this is an ongoing journey.

We may be looking at another tough fundraising season. One thing that can help is to do a stellar job of thanking your donors, both now and throughout the year.

Image by Graham Irwin

Prioritize Gratitude by Creating a Thank You Plan

Thanking your donors is just as important, if not more important than fundraising. Yet many organizations spend a lot of time putting together a fundraising campaign and treat thanking their donors as an afterthought.

Donor retention continues to be a problem. Prioritizing gratitude and donor relations will help. If you don’t do a good job of thanking your donors, as well as building relationships throughout the year, you’ll have a hard time getting people to people to donate again.

This is why having a thank you plan is crucial. It’s not only important when you’re running a fundraising campaign, but also during the “between times.”

Many organizations just thank their donors after they receive a gift and then disappear until the next fundraising appeal. Your donors deserve better than that. 

Thanking your donors is something you need to do throughout the year – at least once a month, if you can. A thank you plan will help you stay focused on gratitude all year round.  

Here’s what you need to include in your thank you plan.

Plan to make a good first impression with your thank you landing page

Your landing page is your first chance to say thank you and it shouldn’t resemble Amazon checkout. It should make a person feel good about giving a donation.

Open with Thank you, Kara! or You’re amazing! Using a person’s name is always good. Include an engaging photo or video and a short, easy-to-understand description of how the donation will help your clients/community.

If you use a third-party giving site, you might be able to customize the landing page. If not, follow up with a personal thank you email message within 48 hours.

Plan to write a warm and personal automatic thank you email

Set up an automatic thank you email to go out after someone donates online. This email thank you is more of a reassurance to let your donor know you received her donation. You still need to thank her by mail or phone.

Just because your thank you email is automatically generated, doesn’t mean it needs to sound like it was written by a robot. Write something warm and personal. Again, be sure to address your donor by name.

Give some thought to the email subject line, too. At the very least make sure it says Thank You or You did something great today and not anything boring like Your Donation Receipt or Donation Received. And please stop using words like transaction and processed. A donation is not a transaction. It’s the start or continuation of a relationship.

Put all the tax-deductible information at the end of your email, after you pour on the appreciation.

Plan to thank your donors by mail or phone

I’m a firm believer that every donor, no matter how much she’s given or whether she donated online, gets a thank you card or letter mailed to her or receives a phone call.

Try to thank your donors within 48 hours or within a week at the latest. That might sound hard to do, but it will be easier if you plan to carve out some time to thank your donors each day you get a donation. Remember, thanking your donors should be a priority. If you wait too long, you’re not making a good impression.

Instead of sending the usual generic thank you letter, mail a handwritten card or call your donors. Find board members, staff, and volunteers to help you with this. Make sure to get your team together well before your next fundraising campaign so you’re ready to go when the donations come in. 

I’m a big fan of handwritten thank you cards and you’ll stand out if you can send one. I get a few of them a year and they tend to come from the same organizations, which shows you what they prioritize! These may be more feasible than making phone calls. Not everyone likes to get phone calls, but some people do. This is why it’s important to know your donors’ communication preferences (more on that below).

Here’s a sample thank you note that could also be used as a phone script.

Dear Jason,

You’re amazing! Thanks to your generous donation of $50, we can continue to provide neighborhood families with healthy food. This is great. We’re seeing more people come in right now because of rising food costs and cuts in benefits.

We really appreciate your support over the last four years.

Sincerely,

Lisa Barnes

Board Member, Eastside Community Food Pantry

If you can’t send handwritten cards or call all your donors, send them a personal and heartfelt letter. If you’ve been using the same letter template for a while, take time to freshen it up. Don’t start your letter with On behalf of X organization, we thank you for your donation of…. 

Open your letter with You’re incredible or Because of you, the Miller family can finally move into their own home. Create separate letters for new donors (new donors should also get a welcome package), renewing donors, and monthly donors. Be sure it’s personalized and include at least one photo.

It doesn’t need to look like a form letter. You could use a different format, such as a postcard. For a thank you right after a gift, I would put a postcard in an envelope. You can send stand-alone postcards at other times of the year.

Your thank you should be all about thanking the donor – no bragging, no explaining what you do, no asking – just thanking.

You can add a personal handwritten note to the letter, preferably something that pertains to that particular donor. For example, if the donor has given before, mention that. Hand sign the letters, if you can.

Just like with fundraising appeals, your envelope matters. Use something besides a white #10 envelope. It shouldn’t look like a bill or junk mail. Keep thinking about making it personal. Hand address the envelopes if possible or print directly on them. Use stamps, if you can. I recommend investing in Thank You stamps.

In addition, write your thank you letter at the same time you write your appeal letter. Make sure they’re ready to go as soon as the donations come in. Don’t wait three weeks. Timeliness is important, and so is quality.

Plan to keep thanking your donors all year round

This is where having a thank you plan makes a difference because as I mentioned before – thanking your donors is something you must do all year round. 

You can use your communications calendar to incorporate ways to thank your donors, but why not go one step further and create a specific thank you calendar?

Remember to try to say thank you at least once a month. Here are some ways to do that. 

  • Send cards or email messages at Thanksgiving, during the holidays, on Valentine’s Day, or mix it up a little and send a note of gratitude in June or September when your donors may not be expecting it. Try to send at least one or two gratitude messages a year by mail, since your donors will be more likely to see those. And you don’t need a holiday or special occasion to thank your donors. Thank them just because….
  • Invite your donors to connect with you via email and social media. Keep them updated on your success and challenges. Making all your communications donor-centered will help convey an attitude of gratitude. Be sure to keep thanking your donors in your newsletter and other updates. Emphasize that you wouldn’t be able to do the work you do without their support.
  • Create a thank you video and share it on your thank you landing page, by email, and on social media. Go one step further and personalize it. 
  • Reach out to your donors on the anniversary of their giving (not your organization’s anniversary). Don’t overlook your dedicated, long-time donors.
  • Send a warm-up letter or email about a month before your next campaign (no ask). This is a great way to show appreciation BEFORE you send your appeals.
  • Hold an open house or offer tours. You could also create a virtual tour or a behind-the-scenes look at your organization.
  • Keep thinking of other ways to thank your donors. You can repeat some of the ones listed above over the year.

The tactics that work best are going to differ for each organization. I would definitely send something by mail a few times a year. Email and social media may not be as successful, especially if your donors don’t use electronic communication very much. 

I recommend surveying your donors to find out their communication preferences. What do they like – mail, email, phone, text, social media, video, or a combination of those?  Find out their interests, too. This will help with your engagement.

Creating a thank you plan will make it easier to keep showing appreciation to your donors all year round. You need your donors, so don’t hold back on that always-important gratitude.

Don’t Wait Too Long to Start Planning Your Year-End Fundraising Campaign

It’s hard to think about fall when it’s been so hot in many parts of the United States and Europe, but September will be here before you know it.

Even though it might be sweltering outside, now is a good time to start planning your year-end fundraising campaign, hopefully in an air-conditioned space. If you’re behind in your revenue goals, you may want to launch it earlier than you have in the past. 

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

How much money do you need to raise?

You may have already set a goal for your year-end campaign in your 2023 fundraising plan (at least I hope you did) and maybe that has changed. 

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

Do you have a campaign plan?

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

When do you want to launch your appeal? Plan on everything taking longer than you think it will, so earlier is better. Keep in mind you’ll be competing with many other organizations who are doing appeals. 

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

Maybe you want to send your appeal letters the first week in November. Maybe it’s better to send them in October. Whenever it is, make your goal to have the letters done at least a week before that. Work backwards to figure out how you can get to your proposed send date.

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

Do you have a good story and photo to share?

If you’ve been using the same boring, generic appeal letter template for the last few years, it’s time for a refresh. It’s a good idea to revise your templates at least once a year. Our world has changed a lot in the last three years and you need to take that into account.

A good way to start is to create an engaging story for your appeal. Even though the public health emergency is over, COVID is still a part of our lives. Are your clients/community feeling the aftereffects of the pandemic? Are they facing economic challenges? Focus on them, not your organization. Each year is different and this is why you need new stories.  

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

How can your donors help you make a difference?

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

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

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

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

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

Are your mailing lists in good shape?

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

Also, now is a good time to segment your mailing lists – current donors, monthly donors, lapsed donors, event attendees, etc. This is so important. Your current donors are your best source of donations. You should have more success if you can personalize your appeal letters. Acknowledge if someone has donated in the past or is a monthly donor. Donors like it when you recognize them for who they are.

Do you have enough letterhead, envelopes, and stamps?

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

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

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

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

Is it easy to donate online?

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

One way to ensure a good experience is to have someone on your staff or, even better, someone outside of your organization make a donation on your website. If they want to tear their hair out, you have some work to do.

Do you offer a monthly or recurring giving option?

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

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

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

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

How will you thank your donors?

Spend as much time on your thank you letter/note as you do on your appeal letter and write them at the same time. And if it’s been a while since you’ve freshened up your thank you templates, you know what you need to do. It’s so important to thank your donors, and thank them well, as soon as you receive their gifts, so have a thank you letter/note ready to go.

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

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

How will you keep up with your donor communication?

Even though you’ll be busy with your appeal, you want to ramp up your donor communication this fall. Keep engaging your donors and other supporters (who may become donors) by sharing updates and gratitude. Pour on the appreciation! 

Send at least one warm-up letter or email. You could create a thank you video or a video that gives a behind-the-scenes look at your organization. Maybe you could hold an open house or offer tours. Just don’t disappear until appeal time.

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

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

Best of luck!

Photo by CreditDebitPro

Time for a Mid-Year Check In

It’s hard to believe we’re halfway through 2023, isn’t it? 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.

In this continuous time of uncertainty, your fundraising may be down. Yes, we’re seeing inflation and a possible recession, 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. Don’t fly blind.

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 are not bringing in the revenue you need, focus more on individual giving. Many nonprofits raise the most money from individual giving. Here are a few other 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.

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 are one of your most committed donor groups. 

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

My last post was all about how you can engage with your donors this summer. The summer is usually a slower time for fundraising, but it’s a good time to show some donor appreciation and plan for fall.

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

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 have 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.

How You Can Simplify Your Donor Communication

Over the years I’ve realized the importance of keeping things simple. We have so many choices of activities to fill our time (many of them involving screens), but I often find pleasure in simple things such as taking a walk, reading, and doing yoga.

Keeping it simple doesn’t have to mean a bare-bones existence. There’s a Swedish term called lagom meaning everything in moderation or not too much, not too little. Or think of Goldilocks and choose what’s “just right.” This can apply to how much information we take in about the economy, politics, discrimination, climate change, etc. – enough to know what’s going on, but not too much so it’s overwhelming. 

Keeping things simple is also important for your nonprofit organization. There’s a lot of uncertainty out there. Fundraising numbers are down. Maybe you’re struggling to get things done.

Even so, you need to continue to raise money and communicate fairly regularly with your donors, while not taking on too much. Donors may be navigating uncertain situations, but they want to help if they can and they want to hear from you. What they don’t want is a lot of complex content and too much information.

Here are a few ways to simplify your donor communication without making it too difficult for you.

Keep it simple by planning ahead

If communicating regularly with your donors sounds overwhelming, plan ahead by using a communications calendar. You should be in touch every one to two weeks, if possible. Otherwise, aim for once a month. Fill your calendar with different ways to do that and update it as needed. A good rule of thumb is – ask, thank, report, repeat. And as I mention below, you can keep it simple with shorter communication.

Keep it simple by sticking to one call to action

Your communication needs to be clear. Before you send an email message or letter, ask what is your intention? Is it to ask for a donation, say thank you, or send an update?

Stick to one call to action. Suppose you send a message that includes requests for a donation, volunteers, and for people to contact their legislators. It’s likely your donors won’t respond to all of your requests and may not respond to any of them. Send separate messages for each request. 

You’ll also have better results if you send your messages to the right audience. For example, if you’re looking for volunteers for an event, reach out to past volunteers and ask them to bring a friend, as opposed to sending out a message to everyone on your mailing list. This way you won’t be subjecting people to messages that may not be relevant to them.

In your fundraising appeals, don’t bury your ask. You can start with a story, followed by a clear, prominent ask. Recognize your reader. Thank previous donors and invite potential donors to be a part of your family of donors.

Your thank you letter or email should thank the donor. Simple, right? Make them feel good about giving to your organization. Welcome new donors and welcome back returning donors. You don’t need a lot of wordy text explaining what your organization does.

Keep your messages simple, yet sincere, and include a clear call to action.

Keep it simple with shorter, easy-to-read messages

Plain and simple, if your communication is too long, most people won’t read it. 

Limit print communication, such as newsletters and impact/annual reports, to four pages or less. Your email messages should be just a few paragraphs. On the other hand, you don’t want to be terse or say too little.

“I didn’t have time to write a short letter, so I wrote a long one instead.” Mark Twain

Be sure your communication is easy to read and scan. Use short paragraphs, especially for electronic communication, and include lots of white space. Don’t clutter up the page. Use at least a 12-point font with dark type on a light background – basic black on white is best.

Keep it simple by using conversational language

I find it annoying when I read an appeal letter or newsletter article that sounds like a Ph.D. thesis. Write at a sixth to eighth-grade level. That’s what most major newspapers do. This is not dumbing down. You’re smartening up by ensuring your donors will understand you. There are programs out there that can help you determine the reading level of your content. Plus, you can raise more money if your messages are easy to read.

Keep out jargon and other confusing language. Instead of saying something like – We’re helping underserved communities who are experiencing food insecurity, say  – Thanks to donors like you, we can serve more families at the Northside Community Food Pantry. 

We’re seeing real people being affected by real problems. Don’t diminish this with jargon and other vague language.

Use the active voice and there’s no need to get fancy by using a lot of SAT vocabulary words. Again, you want your donors to understand you.

Keep it simple by creating a clutter-free website

Your website is still a place where people will go to get information. Make sure it’s clear, clutter-free, and easy to read and navigate. Don’t forget about short paragraphs and lots of white space.

One of the most important parts of your website is your donation page. It needs to be easy to use and collect enough information without overwhelming your donors. If it’s too cumbersome, they may give up and leave. What’s known as form abandonment can happen on other web pages, too.

If it’s a branded donation page (e.g. not a third-party site), make sure it’s consistent with your messaging and look. Don’t go too minimalistic, though. Include a short description of how a donor’s gift will help you make a difference, as well as an engaging photo.

Make it easier for your nonprofit and your donors by keeping things simple.

How to Make Your Messages Stand Out in a World of Information Overload

Our world is chock full of information, too much at times. When I was growing up, we just had a few TV channels to choose from. Now there are countless streaming options. We also have email, the internet, and social media, just to name a few. It’s a lot

How does your nonprofit organization compete with all this? You need to communicate regularly with your donors and you need to do it well. But in the land of information overload, it’s possible they’ll miss your messages. 

Here are a few ways you can make your messages stand out. 

What’s your intention?

What’s the purpose of your message? What do you want your reader to do? Are you asking for a donation? Maybe you’re thanking your donor or sharing an update.

Think from your reader’s perspective. What would she be interested in or what would make him take action?

Don’t muddle your messages with too much information. Keep it simple and stick to one call to action or type of message. 

Choose the right channels

Most likely you’ll use more than one channel to communicate. Pay attention to the channels your donors are using and focus your efforts there.

Email may be your primary mode of communication and there’s a reason for that. It’s fast, easy, relatively inexpensive, and almost everyone has an email address. You can quickly get a message out to a lot of people. Also, unlike social media, it’s something you can control. You don’t have to rely on a social media algorithm to hope your message ends up in your donor’s feed.

The downside is people get a huge amount of email from a variety of different sources. Plus, the average open rate is around 20%. I don’t know what’s going on in the conservative world, but some liberal political organizations send an enormous amount of email, which I pretty much ignore. And, social media is often just a lot of a lot.  

It’s easy for your electronic messages to get lost in the shuffle. Your donors may just tune things out, even if you have something engaging to share. 

While you’ll likely use electronic communication pretty regularly, don’t discount direct mail. Your donors are more likely to see these messages. We get far less postal mail than electronic communication. Also, someone can put a piece of mail aside and look at it later. Don’t count on that happening with any type of electronic communication. You can also communicate by phone. This is a great way to thank your donors.

Going multichannel is usually your best bet. This is very common for fundraising campaigns and inviting people to events, as well as including a link to your email newsletter on your social media platforms. This way if people miss your initial message on one platform, they may see it on a different one. You’ll also want to send regular reminders for fundraising appeals and event invitations.

Get noticed right away

Your donors have a lot going on and you need to capture their attention right away.

Your fundraising letters and anything else you send by mail needs to look appealing enough to open. You could put a tagline on the envelope. That doesn’t mean something like It’s Our Annual Appeal. Try something like – How you can help families put food on the table. I just received a mailing with an outer envelope that said THANK YOU! Your Monthly Pledge Statement Enclosed And the latest story showing your gift’s impact. The part about the monthly pledge statement isn’t so interesting, but the rest of it is spot on.

Your envelope should look personal and not resemble a bill or junk mail. A few ways to make your mail stand out are to use something other than the usual white business envelope, hand address your envelope, and use stamps.

Once your donor opens your fundraising appeal, lead with a story followed by a clear, prominent ask. When they open your thank you letter, they should be greeted with gratitude.

A good subject line is the key to getting someone to open your email message. Keep in mind that your donor’s inbox is bursting with messages. Don’t use something boring like April e-newsletter or Donation Received. Entice them with Find out how you helped families put food on the table or You just did something amazing today!  

Keep them engaged once they open your message.

Keep it short

In many cases, a shorter message is best. You want a good balance between saying too much and saying too little. All your words should count, so be careful about adding too much filler. That often includes bragging about your organization and explaining what you do.

Keep in mind the average human attention span is a mere eight seconds.

Your goal is to get your donors to read your messages. If it looks long and boring, they probably won’t bother.

Make it easy to read and scan

Besides sending a short message, use short paragraphs and lots of white space, too. Your messages need to be easy to read and scan in an instant. Most people aren’t going to read something word for word. Be sure they can quickly get the gist of what you want to say. Don’t use microscopic font either – use 12 point or higher.

Be personal and conversational

Write directly to your reader using clear, conversational language – no jargon. Don’t confuse your donors with generic messages.

Don’t cast a wide net

It’s important that you send your messages to the right audience and your audience isn’t everyone.

You’ll have more luck with a fundraising appeal when you send it to past donors or people who have a connection to your cause. The same is true for event invitations or recruiting volunteers.

You may want to reach out to as many people as possible, but that won’t guarantee you’ll get more donations or event attendees. Segmenting and engaging with the right audience will bring you better results.

Be a welcome visitor

If you communicate regularly and do it well, your donors should recognize you as a reputable source and are more likely to read your messages. If all you do is send them generic fundraising appeals, then it’s time for a change.

When you send email, make sure people know it’s coming from your organization. In the from field, put DoGood Nonprofit or Sheila (Kramer), DoGood Nonprofit. If you just put a person’s name, people may not know who it’s from and ignore your message, unless that person is well known to your readers.

Only send email to people who have opted into your list. Otherwise, you’re spamming them. Some people will choose not to receive email from you and that’s okay. The ones who do are interested in hearing from you. Give people the option to unsubscribe, too. Measuring your email metrics will help you communicate more effectively. 

When you send email, it’s important to strike a balance between being known and being annoying. Unlike the political organizations I mentioned above, many nonprofits don’t communicate enough. Be sure to reach out anywhere between once a week and once a month.

Even though people only get a few pieces of mail a day, most of it’s junk mail. You never want any of your letters, newsletters, or postcards to be perceived as junk mail (see above).

By putting in a little time and effort, you can help ensure that your messages stand out, even in a world of information overload.