planning

Spring Into Action by Paying Attention to Your Donor Retention

Ann Green Communications, donor engagement, donor relations, donor retention, donor-centered, planning , , , , ,

Donor retention is a perennial problem for nonprofit organizations. Many organizations spend all this time and energy on acquiring donors, concentrating more on volume and don’t seem to be concerned that they’re churning through different donors year after year. Just like the flowers and plants in your garden, you need to give them care and attention. 

You should be keeping track of your retention rate. If you’re losing donors, it could be because you’re either not communicating enough or communicating poorly. Fortunately, this is something you can fix, but donors don’t magically donate, or more important, keep donating to your organization.

You need more than luck to keep your donors

Building relationships with your donors is one of the most important components of fundraising.

Donor relations should be easier than raising money and it can be fun, too. Make it a priority, as well as something you do throughout the year.

But it will take more than leprechauns granting wishes. If you want to keep reaching for that pot of gold at the end of the rainbow, you’ll need to work at it. If you ignore your donors or communicate poorly, they’re unlikely to donate again.

One-and-done fundraising is just March Madness

In NCCA men’s college basketball, players are eligible for the NBA draft after playing one season. This is known as one-and-done. If you watch the men’s tournament, it’s likely many of the players won’t be around next year. Both the men’s and women’s tournaments are also referred to as March Madness, although the one-and-done policy doesn’t apply to women’s basketball.

Another place you’ll find one-and-done is in nonprofit fundraising. The donor retention rate for first-time donors is around 25%. Obviously, we can do better.

If you can get your first-time donors to give again, it’s much more likely they’ll keep giving. That second donation is known as the golden donation (that pot of gold?). This is why it’s important to engage with your new donors and send them a welcome package right after their first gift. But don’t neglect your longer-term donors. You also want to make them feel special.

A time for new beginnings

Spring is just around the corner (hopefully) and it’s a time for new beginnings. Maybe you can share a new initiative that you were able to launch with your donors’ help.

Speaking of new beginnings, how are you engaging with your first-time donors?  That welcome package, which I hope you sent, is just the first step. Keep letting them know how much you appreciate this new relationship. If you don’t, it’s likely to be a short relationship. 

A consistent stream of donor communication is crucial

Here in the Boston area where I live, we have the most inconsistent weather. Not that long ago it was almost 60 one day and it struggled to stay in the 30’s the next, although we’ve had very little snow this winter.

Inconsistent levels of donor communication should have no place in the nonprofit world. You don’t want to barrage donors with appeals and then go silent for a while.

Ideally, you want to reach out somewhere between once a week and once a month. And not just with appeals. You need to thank donors and share updates.  Follow the ask, thank, report, repeat formula. This is essential for good donor retention.

A communications calendar will help. So will sending shorter, more frequent updates.

Spring forward to reach out to your donors

March may be a slower time for you. Maybe you have a fundraising campaign or event planned this spring. If so, you definitely want to engage with your donors first. If you don’t have anything scheduled for a while, these in-between times are just important. 

As you’ll notice, I’ve made references to a bunch of March themes – St. Patrick’s Day, daylight saving time (going back on daylight saving time is one of my favorite times of the year), March Madness, and spring. But you don’t need a holiday, special occasion, or a theme as a reason to reach out to your donors. Do it just because they’re great and you can’t do your work without them.

Keep focusing on better donor retention. You should be more successful if you do.

5 Creative Donor Appreciation Ideas for Small Nonprofits

Ann Green donor engagement, donor relations, donor-centered, events, gratitude, planning, video , , , , , ,

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

By Logan Foote

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

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

  1. Exclusive Events & Activities

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

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

  1. Behind the Scenes Tours

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

  1. Storytelling Events

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

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

  1. Donor Appreciation Wall

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

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

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

  1. Customized Videos

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

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

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

Wrapping Up

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

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

The Problem with “Annual Reports”

Ann Green Communications, donor relations, donor-centered, gratitude, impact report, planning, stories, writing , , , , , ,

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

What’s the problem with “annual reports”?

A. They’re too long.

B. They’re boring.

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

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

E. All of the above

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

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

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

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

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

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

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

Your impact report is for your donors

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

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

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

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

Pour on the gratitude

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

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

Tell a story

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

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

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

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

How are you making a difference?

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

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

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

Make it visual

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

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

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

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

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

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

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

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

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

Send it by mail

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

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

Planning is crucial

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

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

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

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

Don’t Your Donors Deserve to Feel Appreciated?

Ann Green Communications, donor engagement, donor relations, donor-centered, gratitude, planning, thank you letters, writing , , , , , ,

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

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

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

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

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

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

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

Create a thank you photo

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

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

Make a video

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

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

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

Send a card

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

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

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

Share an update 

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

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

How you can do better

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

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

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

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

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

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

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

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

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

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

Donor Recognition: When & How to Acknowledge Supporters

26 Techniques to Thank and Inspire Your Donors

11 Creative Ways to Thank a Donor

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

Ann Green donation page, donor retention, fundraising, gratitude, monthly donors, planning , , , , ,

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

Whether you’re a big or a smaller organization or you had a good fundraising year or you didn’t, monthly giving makes so much sense (or cents).

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

Monthly giving helps you raise more money

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

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

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

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

It raises your retention rate, too

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

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

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

How to get started

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

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

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

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

Make monthly giving your go-to option

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

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

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

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

Make your monthly donors feel special

You need to do a good job of thanking your monthly donors. Go the extra mile and segment your monthly donors into new monthly donors, current monthly donors, and current donors who become monthly donors.

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

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

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

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

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

Reach out at least once a month

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

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

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

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

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

Go all out for your monthly donors

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

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

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

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

When my monthly giving credit card expired in the fall of 2022, only a couple of organizations contacted me before the expiration date. Of course, a few slipped through the cracks and I didn’t hear from these organizations until after the donations didn’t go through. There were also a few instances when I checked my credit card statement and realized the donations weren’t getting charged. Remember to take the lead on this and pay attention, or once again, you’ll miss out on receiving this important revenue.

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

Once a monthly donor, always a monthly donor

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

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

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

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

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

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

Need more inspiration, get some ideas here.

Photo by Marco Verch

How Your Nonprofit Can Ensure Success in 2024

Ann Green Communications, donor engagement, donor relations, donor retention, donor-centered, gratitude, monthly donors, planning , , , , , , ,

Happy New Year! I hope you had a nice holiday. My vacation went by way too quickly.

I also hope 2023 was a successful year for your nonprofit organization. If it wasn’t, you can work to make 2024 a better year. As with personal New Year’s resolutions, you want your goals to be realistic and attainable. If you’re a small organization, you may not have much luck pulling off a huge gala.

Here are a few ways to help you ensure a more successful year.

Have a plan in place

You must have fundraising and communications/marketing plans. If you haven’t put together these plans yet, do that now! 

You know from past experience that you may need to make changes to your plans. In 2020, organizations that were able to make changes to a plan already in place were most successful.

Take a look back at 2023 to see what worked and what didn’t in your fundraising and communications/marketing. Incorporate what you’ve learned into your 2024 plans. 

Be sure your fundraising plan includes a diverse stream of revenue. Individual giving has proven to be successful. A lot of small donations can add up! Start or grow your monthly giving program (more on that below). Also, look into major and legacy giving. 

You can apply for grants and hold events, but those sometimes require more effort than it’s worth. Invest in strategies that make sense for your organization.

Revisit your fundraising and communications/marketing plans regularly and make changes as needed. Do this at least every two to three months.

Make sure that donor relations and donor retention are part of your fundraising plan. Those are key to your success.

Pay attention to your donor retention

Many donors have stepped up over the past few years to support nonprofit organizations. You don’t want to lose these valuable donors.

Donor retention should be a priority. You’ll have more success if you work to keep the donors you already have instead of focusing on getting new ones.

First, if you don’t already know it, figure out your retention rate. Do this after every fundraising campaign.

If it’s low, it’s something you can fix, usually with better communication. Donor retention is a huge problem for nonprofits. Your goal should be to have donors who support you for a long time.

It’s easier and less expensive to keep your current donors than to find new ones so once again, make donor retention a priority.

That said, you may have some new donors who saw a need and felt a connection to your cause. Don’t let these donors slip away either.

Go all in on monthly giving 

Speaking of retention, the retention rate for monthly donors is 90%. These donors are dedicated to your nonprofit. 

I’m a huge fan of monthly giving. It’s always made sense, but it’s been especially crucial over the last few years. Organizations that have monthly giving programs receive a steady stream of revenue throughout the year. Donors who opt for monthly giving find it’s easier on their finances. Even gifts of $5.00 or $10.00 a month can make a difference for your organization. Dedicated monthly donors have also stepped up and have given additional donations.

Work on starting or growing your monthly giving program so you can have a bunch of highly committed donors. A good way to start is to invite your current donors to become monthly donors.

Monthly donors are also potential major and legacy donors. Remember the importance of individual giving.

Do a better job of communicating with your donors 

There are many ways to do a better job of communicating with your donors. First, make this the year you say goodbye to boring, generic communication. Stop using jargon, such as at-risk and underserved. Tell more stories and go easy on the statistics. It makes a difference if you can put things in human terms, so you can do a better job of connecting with your donors.

Better communication also means more frequent communication. Donors want to  feel appreciated and know how they are helping you make a difference. Be sure to implement the ask, thank, report, repeat formula. 

You want to segment and personalize your communication, too. Address your donors by name (not Dear Friend) and recognize their past giving or if they’re a monthly donor.

Better, more frequent communication will help you raise more money. Having a communications calendar will help you with this. 

Work on building relationships

You may think the most important component of fundraising is raising money. While that’s important, so is building relationships with your donors. 

It’s hard to raise money year after year if you don’t build a good relationship with your donors. Every single interaction with your donors needs to focus on building relationships. That includes fundraising appeals. It’s possible to raise money and build relationships at the same time. 

Stop thinking of the donations you receive as a transaction and instead think of them as the start or continuation of a relationship. 

Good relationships with your donors will help you with retention.

Create an attitude of gratitude

A big part of building relationships is showing gratitude to your donors. Many nonprofits do a poor job of this. 

You need to start by sending a heartfelt thank you immediately after you receive a donation and then find ways to thank your donors throughout the year. Put together a thank you plan to help you with this.

Start the New Year off by making fundraising and communications/marketing plans, if you haven’t already done so. Prioritize donor retention, monthly giving, showing gratitude, and building relationships with your donors. This will help bring you more success in 2024.

Photo by Marco Verch

The Importance of Creating a Nonprofit Communications Calendar

Ann Green Communications, donor engagement, donor relations, gratitude, planning , , ,

I always like to emphasize the importance of keeping in touch with your donors throughout the year. I hope that’s a priority for you, too.

Your donors want to hear from you and don’t just want to be blasted with fundraising appeals. The good news is that better donor communication (thank yous and updates) can help you raise more money. This is especially important if you’re falling behind in your revenue goals. Remember the ask thank report formula.

Ideally, you should communicate with your donors at least once or twice a month throughout the year. I know that might sound impossible, but it will be a whole lot easier if you put together 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.

Some of you may already have a communications calendar, which is great. Now is a good time to update yours for 2024. For the rest of you, here are some suggestions to help you get started. Even though it will take a little time to put together, it will be worth it in the end because you’ll be able to do a better job of communicating with your donors.

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 you need to share it. You want a consistent stream of information – not three email messages 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 (and I hope you do use direct mail), but send an e-newsletter once a month and communicate by social media several times a week. You’ll often use several 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.

Your communications calendar is a fluid document and these past few years are a good example of how our world is constantly changing. It’s important to keep things current.

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

Updates

Your donors want to hear how they’re helping you make a difference. Your print and e-newsletters 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, and/or social media. Sometimes short updates are more effective.

Current events/News stories

At the beginning of 2020, most of us couldn’t predict the year we were about to have. There’s still so much going on, almost too much. Who knows what next year will bring.

Many donors will expect you to address current situations. Keep them apprised of how all this is affecting your clients/community. Sometimes staying silent isn’t the best option.

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 mental health awareness month.

Thanksgiving, the holidays, and winter can be a difficult time for some people. How can you weave that into an engaging story to share with your supporters? This may be another hard winter for many people.

Keep in mind your organization’s anniversary doesn’t mean much to your donors unless you can tie that in with how they’re helping you make a difference. You could, however, reach out to your donors on the anniversary of their giving.

Fundraising and recruitment

Be sure to add your fundraising campaigns to your communications calendar. You’ll want to have a separate fundraising calendar, too. Of course, your campaigns are important, but you also want to show gratitude and send updates during this time without inundating your donors with too many messages. Planning ahead will help you strike this balance.

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

Thank your donors

Make this a priority! 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. Create a separate set of thank yous for your monthly donors, too.

Events

Perhaps your organization holds events, either in-person, hybrid, or virtual. Besides your events, are there other events in your community that would be of interest to your supporters? If so, you could share that on social media.

Ongoing content

If you’re making a difference, you have stories to tell. Share a story at least once a month. Client stories (either in the first or third person) are best. Your stories need to be relevant to the ever-evolving current situations, so you may need to create some new ones.

You could also profile a board member, volunteer, donor, or staff member. Be sure to highlight what drew them to your organization.

Put together a story bank to help you with this.

Don’t stop communicating with your donors

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’s more information to help you create a communications/editorial calendar. A couple of these links also include templates.

Nonprofit Editorial Calendars

Get your nonprofit organized with an editorial calendar

How to create and use a nonprofit editorial calendar

Welcome Your New Donors With Open Arms

Ann Green Communications, donor engagement, donor relations, donor retention, donor-centered, planning , , , , ,

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?

Ann Green donor engagement, donor relations, donor retention, email, fundraising, planning , , , , ,

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

Ann Green appeal letters, Communications, donor engagement, donor relations, gratitude, planning, thank you letters , , , , ,

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.