Why It’s Important to Segment Your Donors

October 8, 2025 Ann Green appeal letters, Communications, database, donor relations, donor retention, fundraising, thank you letters appeal letters, Communications, database, donor relations, donor retention, fundraising, thank you letters

Segmenting your donors is important in many ways. If you’re running a campaign, you can send different letters to different types of donors or segment by gift amount and encourage them to upgrade. You can also create a new donor welcome series, a special thank you mailing for monthly donors, or reach out to lapsed donors.

Your donors are not the same. Some donors have given for at least five years (these donors should get a lot of attention). Some are monthly donors. Yet, many nonprofit organizations fail to recognize that and send everyone the same messages.

I often receive generic, one-size-fits-all communication from organizations that don’t acknowledge I’m a longtime donor or recognize that I’m a monthly donor. How do you think that makes me feel?

Besides creating a personal connection, another benefit of segmenting your donors is it can help you raise more money and boost your retention rate. If you haven’t been segmenting your donors and have been struggling with meeting your revenue and retention goals, that may be why. In this time of economic uncertainty, both for your nonprofit and your donors, segmenting could make a difference.

Isn’t it time for you to start segmenting your donors? If you’re already segmenting your donors, kudos to you!

You may be worried about how much time this will take. Plus, you don’t think your current CRM/database can handle it and it will cost too much to get a better one.

In reality, it may cost you more not to segment. A good CRM/database is worth the investment because segmenting your donors will help you with retention, which costs less than trying to find new donors.

Your appeals and thank you letters will stand out if you can personalize them and not send everyone the same generic letter. You don’t need to create a 100 different types of letters, though. Four or five should be sufficient.

Here are a few different types of donor groups to help get you started. Remember, investing in a good CRM/database will help you with this.

Current single gift donors

An appeal letter to current single gift donors (Monthly donors get their own appeal. More on that below.) must acknowledge their past support. You can segment donors by gift amount and use this opportunity to ask for an upgrade. Many organizations don’t do this, but it’s a good way to increase your revenue.

Your donors will be more receptive to upgrading their gifts if you’ve been doing a good job of thanking them and staying in touch throughout the year.

If these donors give again, they should get a handwritten note, phone call, or letter letting them know how much you appreciate their continued support. If they’ve upgraded their gift, be sure to acknowledge that, too.

Potential/new single gift donors

If you’re sending an appeal to someone who’s never donated to your nonprofit before, what is your connection to them? Are they volunteers, event attendees, or people on a list you purchased?

The more you can establish a connection, the better chance you have of getting a donation.

The retention rate for first-time donors is terrible. One of the reasons is poor communication. You can help boost your retention rate by making your new donors feel special.

New donors should get a handwritten note, phone call, or letter welcoming them as donors. Invite them to connect with you in other ways, such as signing up for your newsletter, following you on social media, and volunteering.

Then a week or so later, send them a welcome package by mail or email. Personalization is crucial for new donors.

One of the biggest hurdles nonprofits face is ensuring first-time donors give a second time. If they keep giving after that, they’re showing their commitment to your organization. That’s why the second gift is called a golden donation. Don’t blow it by ignoring this.

New monthly donors

Brand new donors who opt for monthly or other recurring donations get the same special thank you treatment mentioned above. Welcome them to your family of monthly donors.

Your current monthly donors must get their own appeal that recognizes them as monthly donors. In this appeal, you can either ask them to upgrade their gift or give an additional gift.

When your donors give an additional gift or upgrade their monthly gift, they, of course, get an amazing thank you.

Current donors who become monthly donors

Your current donors who decide to become monthly donors are also showing their commitment to you. They get a handwritten note, phone call, or letter thanking them for their continued support and for joining your family of monthly donors. From now on they should receive specialized appeals and other communication targeted to monthly donors.

Segment as much as you can

While I’ve suggested a few ways you can segment, there are many more options. You can segment by gift amount and the number of years someone has been a donor. You can segment volunteers, event attendees, lapsed donors, and non-donors. You can also use segmentation in other types of communication, such as creating a special newsletter for monthly donors (or at the very least including a cover letter for monthly donors with your newsletter) and sending handwritten notes to people on their donor anniversary.

Segmenting your donors makes a difference
Spend some extra time segmenting your donors into different groups. Unfortunately, if you don’t, you’re missing out on opportunities to connect with your donors, raise additional revenue, and boost your retention rate.

How to Turn Grant Funders into Long-Term Supporters

October 1, 2025 Ann Green Communications, donor engagement, donor relations, grants, gratitude, stories Communications, donor engagement, donor relations, grants, gratitude, stories

Securing grant funding is difficult and requires significant nonprofit resources. Fortify grant funder connections to minimize effort while attracting funding.

By Erin Murphy

Winning a grant is no small feat—it takes time, effort, and a compelling proposal to secure funding. But the real payoff lies in turning that one-time grant into a long-term partnership. Building strong, lasting relationships with grant funders not only saves your nonprofit valuable staff time but also stabilizes revenue and creates opportunities for greater mission impact.

With the right approach—one rooted in care, transparency, and a thoughtful communication strategy—you can transform grant funders into loyal supporters who champion your cause for years to come.

1. Align Proposals with Funder Priorities

The foundation of any strong funder relationship is alignment. Grant funders want to see that your nonprofit understands their mission and values, and that your programs directly support their priorities. This requires more than just a well-written proposal; it demands thorough research and a tailored approach.

Start by diving into each funder’s stated goals and past grantmaking. What types of projects have they supported in the past? What outcomes do they prioritize? By identifying the overlap between their mission and your nonprofit’s impact, you can frame your programs as mutually beneficial.

Then, you’ll have enough information to start creating your proposals. When crafting them, avoid the temptation to rely on generic templates. Instead, customize each proposal to reflect the funder’s unique priorities and demonstrate shared values. This not only builds trust but also sets the stage for a partnership that feels collaborative from the outset.

2. Demonstrate Impact Through Consistent Reporting

Winning a grant is just the beginning. Funders need to see that their investment is making a difference. According to Thompson Grants, transparent, timely reporting is essential for complying with funder requirements while also strengthening their confidence and trust in your organization.

When reporting to funders, go beyond the basics. Provide both qualitative stories and quantitative data to paint a full picture of your impact. For example, an educational nonprofit could share a compelling story about a student who gained access to college through their scholarship program, alongside metrics showing increased graduation rates.

Also, don’t be afraid to highlight unexpected results or lessons learned. For example, if a housing initiative aimed to renovate 50 units but only completed 40 due to supply chain delays, explain how you adapted and built stronger vendor partnerships. Or if a workforce program discovered higher demand for digital skills training than anticipated, show how you pivoted resources to meet community needs. Funders appreciate this kind of honesty and value learning alongside you.

3. Cultivate Relationships Beyond the Grant Cycle

A common mistake nonprofits make is only engaging with funders during the grant cycle. To turn funders into long-term supporters, you need to build relationships that extend beyond the check. Get started by:

Scheduling regular updates to keep funders informed about your work—not just when reports are due. These updates can take the form of emails, phone calls, or informal check-ins to share progress, challenges, and upcoming plans. Transparency in these communications builds trust and keeps your nonprofit top of mind.
Inviting funders to experience your work firsthand through site visits, events, or behind-the-scenes tours. Seeing your programs in action deepens their emotional connection and reinforces the value of their contributions.
Ensuring personalized communication. A thank-you call, handwritten note, or spotlight on their contribution in your newsletter can make funders feel appreciated and recognized. Tailoring your outreach to their preferences shows you value them as individuals, not just financial backers.

By treating funders as true collaborators in your mission, you can build trust, show gratitude, and turn first-time funders into long-term allies.

4. Involve Funders in Strategy and Storytelling

When funders feel like active partners in shaping your nonprofit’s future, they’re more likely to stay invested. Involving them in your strategy and storytelling deepens their connection to your mission and fosters a sense of shared purpose. You can do so by:

Telling your story. Share compelling stories that highlight the human side of your impact—stories that make the outcomes of their funding tangible and relatable. These stories can be shared in newsletters, impact reports, or even during one-on-one conversations. Just ensure you use real human testimonials to strengthen your story’s emotional appeal.
Soliciting their feedback on new initiatives or strategic plans. Asking for their input not only shows that you value their expertise but also helps them feel like collaborators in your work. This can be as simple as inviting them to brainstorming sessions or sharing drafts of upcoming projects for their review.
Spotlight funders in your communications (with their permission) to publicly acknowledge their contributions. You can also invite them to share their expertise by serving as advisors or guest speakers at events. This not only gets existing funders more involved with your story but can also serve as social proof for potential funders.

By involving funders in both your strategy and storytelling, you create a deeper sense of partnership and ensure they feel personally connected to your nonprofit’s success.

5. Strengthen Stewardship with Systems and Teamwork

Sustainable stewardship requires strong systems, clear processes, and a team-wide commitment to maintaining funder relationships. By building the right infrastructure, you can ensure no funder falls through the cracks.

Start by creating internal workflows for tracking funder interactions. A centralized system, such as a CRM or grants management platform, can help you keep records consistent and accessible. Use these tools to log communications, track deadlines, and monitor progress on grant deliverables.

Next, assign stewardship responsibilities to specific team members so funders have a clear point of contact. Whether it’s sending updates, scheduling check-ins, or preparing reports, having dedicated roles ensures funders feel prioritized.

Regardless of their exact role on your team, training your staff on stewardship best practices is also essential. Equip your team with the skills to communicate effectively, personalize outreach, and demonstrate gratitude via workshops and training resources. Additionally, educate your team on how to use your CRM data to strengthen stewardship with regular upskilling sessions.

Turning grant funders into long-term supporters is one of the most impactful steps your nonprofit can take to ensure reliable funding and lasting partnerships. With the right approach, you can transform one-time grants into enduring partnerships that drive your mission forward.

Erin Murphy, MBA, is the Vice President of Marketing at Thompson Grants, where she leads strategic initiatives to expand the organization’s reach and impact. She leads initiatives that connect grant professionals with expert guidance, training, and tools designed to simplify compliance and strengthen funding strategies. Erin combines her background in marketing with a passion for supporting nonprofits, governments, and institutions as they navigate the complex world of grants management.

Go All Out When You Thank Your Year-End Donors

September 23, 2025 Ann Green direct mail, donor engagement, donor retention, donor-centered, gratitude, planning, thank you letters, writing direct mail, donor engagement, donor-centered, gratitude, planning, thank you, writing

I imagine many of you are working on your year-end fundraising campaign. You may have started working on your appeal letter, which is great, but how much time have you spent thinking about how you’ll thank your donors? Maybe not that much. If that’s the case, you’re making a mistake because 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 an amazing thank you. The problem is most thank yous don’t come anywhere close to being amazing. 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. If you’ve been having trouble keeping your donors, doing a better job of thanking them should help. Also, if your revenue is down right now, you don’t want to risk alienating your donors.

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.

Go all out when you thank 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, maybe even before you write the 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 Gina,

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 right now, and that could continue for a while. Your generous gift will help a lot. We’re so happy you’ve been a donor for the 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 Stacy Parks 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 to make ends meet because of rising food costs and cuts in benefits.

Write that amazing thank you letter

If it’s impossible to send handwritten notes or make phone calls, you can still impress your donors with an amazing thank you letter. As I mentioned before, many thank you letters aren’t amazing 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 incredible, 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. This is known as a thask and you want to avoid that at all costs. 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 your 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.

Your envelope also makes a difference. 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 (I recommend buying 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.

I do want to emphasize the importance of a good email subject line. Stand out in your donor’s inbox and use language that conveys gratitude, such as Thank You, Gina! or You just did something great! Steer clear of anything like Donation Receipt or Your Receipt from X Organization. It’s not that hard to do this and you’ll make a good impression.

Remember to go all out when you thank your donors, both now and throughout the year. You should be more successful if you do.

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

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

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

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

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

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

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

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

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

Your envelope matters

You may not think your envelope makes much of a difference, but it does. You need to get your donors to open your letter. If you can’t get them to do that, then all your hard work has gone to waste.

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

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

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

Create an inviting piece of mail.

Share a compelling story

A good appeal letter should open with a compelling story. Focus on a person or family and not your organization. Your donors want to hear about the people they’ll be helping.

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

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

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

You could also share a first-person story from a client/program recipient.

Include a photo

Include an engaging color photo in your letter or on your reply form. Photos can tell a story in an instant.

Next comes the ask

Ask for a donation at the beginning of the next paragraph (after the story). Make sure it’s prominent and clear. Also, ask your current donors if they can give a little more right now. Don’t be afraid to ask your donors to upgrade their gifts. I realize some donors may be feeling pinched financially and won’t be able to give as much or at all, but some will give more. People want to help if they can.

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

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

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

It’s not about your organization

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

Show your donors how they can help you make a difference for your clients/community and how much you appreciate their role in that. Make your donors feel good about supporting your nonprofit.

At the same time, respect your clients/community by not undermining them when you use terms like at-risk youth or underserved communities. They are people, after all.

Share your successes and challenges

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

Personalization is crucial

Don’t send everyone the same appeal. Try to send different letters to current donors, monthly donors, lapsed donors, people on your mailing list who haven’t donated yet, event attendees, volunteers, and friends of board members.

The more you can segment, the better, but at the very least, you must do these two things.

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

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

Don’t send a generic, one-size-fits-all appeal letter. Go the extra mile for your donors, so they’ll continue to support you.

Your appeal letter should also have a personal salutation (first names are best) and not be addressed to Dear Friend or Dear Valued Donor. How much do you value this relationship if you can’t even use a person’s name?

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

Make it easy for your donors to give

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

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

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

Offer a monthly or recurring giving option

Monthly gifts can generate more revenue, give you a steady source of income throughout the year, and improve donor retention. Encourage your donors to give $5, $10, or even $20 a month. This may be a more viable option for some of them.

Be careful and don’t send an appeal to your current monthly donors that invites them to become monthly donors. That’s one reason why they need their own appeal.

Your letter must be easy to read (and scan)

Use short paragraphs and bulleted lists, along with bold or color for keywords, but keep it tasteful. Make it easy to read and scan. Most people won’t read your letter word for word. Use a simple font, such as serif, and at least a 12-point type (14 is even better).

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

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

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

Think of your letter as a conversation with a friend

You can create a better, more personal appeal if you think of your letter as a conversation with a friend. That means not using jargon like at-risk youth and underserved communities. Be specific and use everyday language. Your goal should be for your reader to understand you.

Refer to your reader as you and use you a lot more than we.

Too many editors spoil the appeal

Your entire staff doesn’t need to be involved in writing your appeal. Generally, the more people you involve in writing your letter, the worse it becomes. Fundraising Consultant Tom Ahern refers to this as letter writing by committee.

Your best writer should craft it and then turn it over to your best editor. Whoever signs the letter (your Executive Director?) can take a quick look at it, but don’t send it to a committee.

If you don’t have someone on your staff who can write a good fundraising appeal, then hire a freelancer or consultant to do it.

Besides weakening the content, involving more people takes extra time.

Make a good lasting impression

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

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

Get your pens out

Include a short handwritten note, if you can. Make it relevant to each donor, such as thanking someone for a previous donation or hoping a potential donor will support you. You could also stick on a handwritten Post-it note. Hand-sign the letters in blue ink.

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

Image by Howard Lake

Why You Need to Share Stories With Your Donors

August 25, 2025 Ann Green Communications, donor engagement, photos, planning, stories, video, writing communications, donor engagement, photos, planning, stories, video, writing

Stories come in many forms. You can tell a story with words, pictures, and videos. I like written stories (preferably on paper), but others are drawn to videos. Some people might not have the time or energy to look at anything but a photo or infographic.

Your nonprofit organization needs to share stories using all these forms. Sharing stories will help you connect with your donors and improve your engagement.

Donors want to hear your stories

I bet you’re not using stories as much as you should. That’s a mistake because people respond better to stories than a bunch of facts and statistics. Stories bring the work you do to life by using everyday language to create a scene.

You may be reluctant to use stories because it’s more work for your organization, but that shouldn’t stop you. Make time to come up with some engaging stories.

Your stories need to be relevant

Update your stories at least once a year. They need to take into account the everchanging current situations. There’s a lot going on. How is that impacting your clients/community? Many people are struggling right now.

Create a culture of storytelling

If you create a storytelling culture in your organization, you can make storytelling the norm instead of the exception.

Work with your program staff to create stories that will help you connect with your donors. Everyone needs to understand how important this is. Share stories at staff meetings and/or set up regular meetings with program staff to gather stories.

When you put together a story, ask.

Why is this important?
Who is affected?
Why would your donors be interested in this story?
Are you using clear, everyday language (no jargon) to make sure your donors understand your story?
How are your donors helping you make a difference or How can your donors help you make a difference?
Client or program recipient stories are best. Remember, donors want to hear how they’re helping you make a difference for your clients/community.

Another way to find stories is to put a Share Your Story form on your website. This could be a good way to get some current, relevant stories.

Your stories aren’t about your organization

Keep in mind that your stories aren’t about your organization. Your story is about a need or problem that affects the people/community you work with, and how your donors can/did help with that.

Make your stories personal

Tell a story of one (person or family). Use people’s names to make your stories more personal. I realize you might run into confidentiality issues, but you can change names to protect someone’s privacy. You could also do a composite story, but don’t make up anything.

Always be respectful to your subject(s). You may want to set up some ethical guidelines.

Use different stories for different types of communication

Create a story bank to help you organize all your stories. You want to use stories as much as possible. Use them in your appeals, thank you letters, newsletters, updates, impact reports, website, blog, and other types of social media. You can also create a story calendar to help you consistently share stories throughout the year.

While you can come up with some core stories, they’ll be slightly different depending on the type of communication.

In a fundraising appeal (all appeals should start with a story), you want to highlight a problem or need. Let’s say you run a food pantry. Here you can tell a story about Melanie, a working single mother with three kids who’s having trouble feeding her family because of rising food costs and cuts in benefits. Sometimes she has to choose between buying groceries and paying the heating bill.

In your thank you letter, you can let your donor know that because of their generous gift, Melanie can get healthy food for her family at the Eastside Community Food Pantry.

Then, in your newsletter, impact report, or update, you can tell a success story that because of your generous donors, Melanie doesn’t have to worry so much about how she’ll be able to feed her family.

Tell a story in an instant with an engaging photo

You’ve probably heard the phrase a picture is worth a 1000 words. Cliche, yes, but it’s true.

You can capture your donors’ attention in an instant with an engaging photo. That doesn’t mean one of your executive director receiving an award. Use photos of your programs in action or something else that’s engaging.

Print newsletters and impact reports tend to be dominated by long-winded text. Most of your donors won’t want to read the whole thing. But if you share some engaging photos, they can get a quick glance at the impact of their gift without having to plow through a bunch of tedious text. You can share a little more information with a good photo caption.

Photos can enhance your print communication by breaking up the narrative. You can also complement your written stories with photos. If you’re worried about mailing costs, postcards and other short pieces with photos are the way to go. You could even do a Postcard Impact Report.

If you use social media, you need to communicate several times a week. As your donors scroll through an endless number of posts, an engaging photo can stand out and get their attention.

Use photos everywhere – fundraising appeals, thank you letters/cards, newsletters, impact reports, updates, your website, and social media. Create a photo bank to help you with this.

It’s fine to use the same photos in different channels. It can help with your brand identity. Be sure to use high-quality pictures. Also, make sure your photos match your messages. If you’re writing a fundraising appeal about children who aren’t getting enough to eat every day, don’t use a picture of happy kids.

Work with your program staff to get photos and videos (more on videos below). Confidentiality issues may come up and you’ll need to get permission from your subjects or their guardians.

Highlight your work with a video

Videos are a popular way to connect. They can be used to show your programs in action, share an interview, give a behind-the-scenes look at your organization, or my favorite – thanking your donors.

I would definitely recommend creating a personalized thank you video. If that’s not possible, you can make a general one.

Make your videos short and high quality. Short is key. If your video is more than a couple of minutes, your donors may not bother to watch it.

You can use videos on your website, in an email message, on social media, and at an event.

Spiff up your statistics by using infographics

A typical impact report is loaded with statistics. You want to share these, along with your accomplishments, but you don’t want to overwhelm your donors with a lot of text.

Why not use an infographic in your impact report instead of including the usual laundry list of statistics and accomplishments?

Infographics are also great in other types of communication, such as newsletters and updates. Good visuals will enhance both your print and electronic communication.

Connect with your donors and keep them engaged by using all types of stories.

How to Personalize Communications With Nonprofit CRM Data

August 19, 2025 Ann Green Communications, database, donation page, donor engagement, donor relations, donor retention Communications, database, donation page, donor engagement, donor relations, donor retention

Personalization allows nonprofits to deepen donor relationships and boost retention. Learn how to personalize nonprofit communications using data from your CRM.

By Philip Schmitz

In an age where technology has tailored our online experiences based on our interests and behaviors, today’s donors expect personalized communications before engaging with an organization.

However, nonprofits that want to build strong, lasting relationships with their donors often struggle to connect with individual donors. This is especially true when communicating on a massive scale without expending resources and stretching their teams thin.

Fortunately, the right data and technology can streamline (and enhance) communication for you. That’s where your constituent relationship management (CRM) system comes in! Along with standard demographic and contact information, a good nonprofit CRM will accurately capture behavioral and engagement information that can help tailor communications.

Let’s review what your nonprofit needs to do to tap into the benefits this powerful tool can bring.

1. Understand What Your CRM Can Do

Understanding the functionality of your CRM will allow you to make the most use of it to properly collect and analyze data. Many nonprofit CRMs offer robust functionalities and tools built to help scale your donor outreach, but their value is lost if you don’t make the most of the platform.

According to CharityEngine’s roundup of top CRMs, the key features to look for in this software include:

Payment processing: A built-in payment processor ensures your nonprofit is equipped to accept payments when donors respond to your communications.
Marketing automation: The right CRM can automatically segment donors and communicate with them through several channels, like email and direct mail. Since your CRM has a full view of each donor’s engagement history, it’s well-equipped to send out timely and relevant messages.
Major gift management: The best CRMs integrate with prospect research databases, helping your nonprofit identify and steward relationships with potential major donors. Effective donor cultivation strategies are rooted in a personal touch, and your CRM provides the data needed for that.
Online forms: Accessible (and eye-catching!) online forms make things easy for you and your supporters. Your CRM should be able to create and manage these forms for you.
Reporting and analytics: Out-of-the-box reports and dashboards provide a comprehensive view of donor behaviors and your nonprofit’s growth. When you can easily analyze this data, your communications will become more accurately targeted.

Evaluating a CRM solution is critical to finding the one that best fits your organization’s needs. Take advantage of resources such as demo calls to ask specific questions and see what the platform looks like in action. Blog articles, review platforms, and help communities are great ways to engage with current users of the platform, understand how they’re faring with the platform, and identify any issues you may need to be aware of before moving forward.

2. Segment Supporters for Smarter Messaging

Audience segmentation refers to the process of dividing a broader group into smaller, more defined groups based on shared behaviors and characteristics. Instead of sending the same message to all audiences, this process allows for more effective outreach by sending the right message to the right people at the right time.

Your CRM tracks data that’s critical to grouping donors, such as:

Engagement: By tracking donors’ involvement and engagement with your organization, you can speak directly to their interests and motivations. For example, a volunteer may enjoy an impact report detailing the results of their hard work, while an auction attendee would enjoy receiving a recap of the event, including the amount it raised for your organization’s work.
Giving frequency: Recurring donors are more likely to appreciate impact metrics and recognition for their continued gift, while one-time donors may be less engaged and could need more background information about your mission. For example, you might share your appreciation with a recurring donor for the total amount they’ve contributed over the years, while a reminder that your nonprofit still needs help would be more appropriate for someone who gave once a few months ago.
Lapsed donors: Disengaged donors will likely require messaging that conveys urgency, such as a reminder about your year-end campaign or a time-sensitive beneficiary need. When communicating with donors who have paused their gifts, be sure to use language that encourages them to reconnect with your organization.

According to Getting Attention’s marketing statistics, segmenting digital campaigns produces up to 760% more revenue compared to non-segmented campaigns! If you’re not already segmenting your campaigns, it’s a step you should take immediately—and your CRM may even automate it.

3. Test and Optimize Your Messaging Strategy

With such large amounts of donor data, you may have conflicting ideas about how to approach messaging for certain segments. A/B testing is the process of comparing two versions of a strategy to determine which performs better and achieves a desired outcome, such as higher conversion rates or engagement.

When trying out different communication strategies with your donors, consider running an A/B test to see which resonates the most with them. Adopting a test-and-learn approach will help you find the most effective communication strategy and messaging.

Your CRM can help you A/B test the following elements:

Email subject line: Test subject lines with different tones and messages to see which resonates the most with users by measuring metrics such as open rates. You may find that emotionally compelling subject lines work better with some audiences, while subject lines that convey urgency perform better with other audiences.
Call to action: Try different messages in your CTAs, such as action-oriented language, to encourage readers to follow through on the ask. Remember to tailor the opportunity to recipients’ interests. For example, a long-time donor looking for new ways to get involved may be interested in volunteer opportunities.
Send time and day: Test different times and dates of your email sends to observe the highest open and engagement rates. For example, donors of one age demographic may be more likely to read your emails in the morning, compared to another demographic that is more responsive in the afternoon.

Be sure to take a step back and review past campaigns to determine which messages garnered the most attention from your donors. Based on this information, adjust your messaging according to what performs best and is most likely to appeal to your donors.

4. Empower Your Team to Use Data Confidently

Every member of your team must be able to handle and interpret data effectively to receive the most value from your system. When decisions across all teams are backed by data and evidence, you’ll be confident that your nonprofit is represented well and consistently in all its communications.

The process of ensuring your team can use data effectively is two-fold. First, you must ensure that the data in your CRM is accurate, as accurate data informs better decisions, engages more donors, and guarantees that nothing falls through the cracks. Also referred to as data hygiene, this process may involve removing outdated or duplicate records, appending missing data, and updating information to be more accurate.

Secondly, you must build internal data fluency within your team. This could include:

CRM walkthroughs: Host short, role-specific training of your CRM for members of your team, focusing on the functionality that is most important to their day-to-day tasks. For example, you may focus only on data analysis with one team while another team needs to be familiar with the platform’s event management capabilities.
Lunch & Learns: Consider hosting 15- to 30-minute sessions focused on specific topics, such as building donor reports and segmenting audiences. You can also open these opportunities to team members, encouraging them to take ownership of exploring the CRM’s capabilities and sharing best practices with their colleagues.
Internal glossary: Create an internal document that defines commonly used terms like average gift size and return on investment (ROI). Clearly map out how to find this information in your CRM, and outline troubleshooting steps to take if team members encounter any problems.

Technology is the key to successfully running a nonprofit, but its power is only fully utilized if people know how to use it. The power of a robust CRM can help even the smallest of teams achieve big results with the right tools and habits to run the most effective campaigns and achieve your mission.

Phil Schmitz is the founder and CEO of CharityEngine, a complete fundraising platform powering some of the nation’s largest nonprofits and associations. Phil has developed patent-pending anti-fraud tools and industry-leading recurring payment technology that allows nonprofits to retain more sustainer revenue than the industry average; clients have raised nearly $5 billion using these tools. Phil’s passion for leveraging technology to empower nonprofits is supported by more than 20 years of experience in building successful technology and e-commerce companies.

Put Gratitude Front and Center by Creating a Thank You Plan

August 12, 2025August 12, 2025 Ann Green direct mail, donor engagement, donor relations, donor retention, gratitude, planning, thank you letters, writing donor engagement, donor relations, donor-centered, gratitude, planning, thank you, writing

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

Donor retention continues to be a problem. One of the many reasons is because people don’t feel appreciated. 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 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. Plus, when they do thank their donors, they do a poor job of it. 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 donating.

Open with Thank you, Brenda! 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.

Even before AI came into the mix, many thank you emails sounded downright robotic. Make sure you sound like a human and write something warm and personal. Remember 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 Tax 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.

I could write a whole post on subject lines, but right now I do want to emphasize how important it is to write a good one. I’ll share one more – This is why I’m grateful for you. This was sent from an organization that shared a success story and thanked me for helping to make that happen.

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

One way to increase your personalization is to blind copy someone on the development staff each time the initial email acknowledgment goes out. Then send an additional email with a more personal note, acknowledging whether that person is a new donor, repeat donor, etc. You should still send something by mail or make a phone call (more on that below), since donors often miss email messages, especially if there’s not an enticing reason to open them.

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 roll 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 Scott,

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 five years.

Sincerely,

Andrea Kramer

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 Baker 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 letter 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. Maybe a colored or oversized envelope. It shouldn’t look like a bill or junk mail. Go all out to make 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 generous 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. Plus, people get an enormous amount of email and social media messages, sometimes too 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 remember to put gratitude front and center.

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

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

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

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

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

How much money do you need to raise?

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

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

Do you have a campaign plan?

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

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

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

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

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

Do you have a good story and photo to share?

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

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

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

How can your donors help you make a difference?

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

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

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

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

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

Are your mailing lists in good shape?

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

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

Do you have enough letterhead, envelopes, and stamps?

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

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

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

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

Is it easy to donate online?

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

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

Do you offer a monthly or recurring giving option?

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

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

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

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

How will you thank your donors?

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

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

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

How will you keep up with your donor communication?

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

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

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

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

Best of luck!

Photo by creditscoregeek.com/

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

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

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

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

Is it Clear?

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

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

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

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

Is it Concise?

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

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

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

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

Make all your words count.

Is it Conversational?

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

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

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

Is it Compelling?

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

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

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

Are you establishing a connection?

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

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

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

6 Unique Volunteer Opportunities to Offer Supporters

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

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

By Kyle Payton

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

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

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

1. Remote positions.

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

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

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

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

2. Translation.

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

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

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

3. Donation organizer and cataloguer.

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

Volunteers managing in-kind donations need to:

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

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

4. Peer-to-peer fundraiser.

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

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

5. Greeter or tour guide.

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

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

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

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

6. Donation drive coordinator.

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

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

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

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

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

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