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

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

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

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

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

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

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

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.


Don’t Take a Vacation from Your Donor Communication

It’s summer! I hope you’ll get a chance to take a vacation or just some time off. It may be quieter at your nonprofit, or maybe it isn’t considering everything that’s going on, especially in the U.S. Either way, you don’t want to be too quiet and ignore your donors. Summer is a great time to do some relationship building

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

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

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

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

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

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

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

Send a postcard

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

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

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

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

Email and social media are okay, too.

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

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

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

Get donors involved

I know we’re facing a lot of economic uncertainty, but donors want to help if they can. 

Will certain policies or funding cuts affect your organization? Most likely, the answer is yes.

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

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

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

Make room for improvement and plan ahead

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

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

If you’re feeling pinched financially, I recommend starting your fall campaign earlier, maybe in September or October. Many nonprofits run year-end campaigns. The earlier you start, the less likely you’ll compete with an onslaught of appeals. 

You could try a summer campaign if you’ve experienced a big cut in funding, although summer generally isn’t the best time for a fundraising campaign. You could, however, try to raise some additional revenue by inviting current donors to join your family of monthly donors and reaching out to your lapsed donors.

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

Make it Easier for Your Nonprofit and Your Donors by Keeping Things Simple

Over the years, I’ve realized the importance of keeping things simple. This is even more important now during this time of chaos and uncertainty. I’m sure you’re experiencing those both professionally and personally. I often find pleasure in simple things such as taking a walk, reading (I’ve found the Thursday Murder Club series to be a nice escape right now), and doing yoga.

Keeping it simple doesn’t have to mean a bare-bones existence. There’s a Swedish term called lagom meaning everything in moderation or not too much, not too little. Or think of Goldilocks and choose what’s “just right.” This can apply to how much information we take in about everything that’s happening in the world. You want enough information to know what’s going on, but not too much that it’s overwhelming. Also, it’s not good for your brain to multitask. 

Keeping things simple is important for your nonprofit organization, too. I know this is a tough time, especially if you’ve experienced funding cuts and your revenue is down. Maybe you’re short-staffed and struggling to get things done.

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

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

Keep it simple by planning ahead

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

Keep it simple by sticking to one call to action

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

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

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

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

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

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

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

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

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

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

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

Keep it simple by using conversational language

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

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

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

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

Keep it simple by creating a clutter-free website

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

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

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

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

How Is Your Nonprofit Doing This Year, and How You Can Make Improvements If You’re Behind In Your Goals

It’s hard to believe we’re halfway through 2025. It’s been a tumultuous year so far, especially in the U.S. The midpoint of the year is a good time to see if you’re meeting your fundraising and communications goals. For this post, I’m assuming your fiscal year is the same as the calendar year. If you’re on a different fiscal cycle, you can make the appropriate time adjustments.

Your fundraising revenue may be down. You might have lost some federal funding, and cuts in federal funding can trickle down to the state and local levels.

Yes, we’re in an uncertain economy, but that doesn’t mean you should stop fundraising. Never stop fundraising! Donors will give if they can.

You may need to make some changes to your fundraising plan and other goals. And, if you never made a fundraising plan for this year, stop right there and put one together now and use it for the remainder of the year. Always have a plan.

Take a look at what’s working and what’s not. It will be different for every organization. If you’re doing okay, keep it up, although your circumstances could change. If you’re falling short, figure out where you need to make changes.

If you’re relying too much on grants and events, and those aren’t bringing in the revenue you need, focus more on individual giving. Many nonprofits raise the most money from individual giving. Summer is usually a less busy time for nonprofits. Take advantage of that with these suggestions to help you stay on track this year.

Start or enhance your monthly giving program

Monthly giving is doable for all sizes of nonprofit organizations, even small ones. It’s a great way to raise more money, as well as your donor retention rate. Retention rates for monthly donors are much better than other retention rates. You’ll have a steady stream of income and it may be more feasible for your donors, especially if they’re feeling pinched financially. It’s also one of the few types of fundraising that’s growing right now.

If you don’t have a monthly giving program, start one now. To get more monthly donors, send a special targeted letter to current donors inviting them to become monthly donors. This is a good opportunity to upgrade smaller dollar donors, or any donors for that matter.

Small gifts of $5 or $10 a month can make a difference. You could also get larger gifts of $10 or $20 a month. Again, this can be more appealing than giving a bigger sum all at once.

Also, do something special for your current monthly donors. Send them a thank you postcard or email. They’ve made a commitment to you – now make a commitment to them.

I’ve always been a big fan of monthly giving, even more so over the last few years. They’re one of your most committed donor groups. 

Having a strong monthly giving program is going to be a big help if you’re worried about meeting your fundraising goals.

Get in touch with your lapsed donors

This could be a good time to reach out to donors who haven’t given for a year or two. There are many reasons for that. Maybe they can’t afford to give right now. Maybe you’re doing a poor job with your donor communication. Maybe they were busy and forgot. Send them an engaging, personal appeal saying how much you’ve appreciated their support, state your need, and ask them to give a gift.

Don’t assume donors aren’t going to give right now.  Although if you hear from a donor who says they can’t give at this time, respect that. Most likely, your need is growing, and remember, many donors will help if they can. 

Look into higher levels of giving

Another advantage of monthly giving is that these donors are more likely to become mid-level and major donors. Starting a major gift program will take time, but it’s doable even for small organizations. Look into starting one soon. Organizations with strong major gift programs tend to do better financially. 

Ramp up your donor engagement

Since summer is usually a slower time for fundraising, it’s a good time to show some donor appreciation and plan for fall. Don’t disappear over the summer.

Some donors will pull back on their giving, but that doesn’t mean ghosting them. Keep engaging with them to help ensure they’ll give again, if they can. Remember the ask, thank, report, repeat formula, with a focus on thanking and reporting. 

Make improvements to your donor communication

Many nonprofits can do a better job of communicating with their donors. Are you one of them?  Look at metrics such as website visits and email open rates. I know these don’t always tell the whole story, but if you’re not seeing a lot of engagement, figure out why.

Often, it’s because your content isn’t great or it’s too long. Maybe it’s layout and design. You could also be targeting the wrong audience. Summer is a good time to make some changes. Do a marketing audit to see where you’re falling short.

It’s not too late, yet

If you’re falling behind in your goals, you still have time to do better, but you need to make an effort.

Be sure to keep evaluating your progress for the rest of the year. Remember, even if you’re doing okay now, circumstances can change. I would recommend monitoring your progress more frequently (once a month instead of once a quarter) so you can try to stay on track. You don’t want to get caught off guard. 

Keep monitoring your progress to help ensure a successful year.