Do Newsletters Make Sense?

Ann Green Communications, donor relations, fundraising, marketing, writing
The answer is, it depends. Newsletters can be a great way to stay in touch with your donors and keep them updated on how they are helping you make a difference.  But many newsletters just put you to sleep. They are too long and often filled with articles that brag about great the organization is.
Honestly, if you can’t produce a newsletter that your donors will want to read, what’s the point?  That said, it is possible to produce a successful newsletter. 
Print or electronic? 
I think you’ll have more success if you can do both.  But ask your donors what they like. If a majority of them prefer one over the other, then doing both may not make sense. 
Both print and electronic newsletters have their advantages and disadvantages, but by using two different channels, you have a better chance of connecting with your donors. The Pros and Cons of Print Newsletters in Your Content Marketing Mix 
I recommend a short e-newsletter once or twice a month and one to four print newsletters a year.  If you are starting to panic about coming up with content for your newsletters, then a communications calendar is your new best friend. Creating a Communications Calendar 
Create a powerful print newsletter
Some organizations won’t produce a print newsletter because it’s too expensive and takes too much time.  However, this is an investment you should make.  
Let’s say you are small nonprofit that mails out one appeal at the end of the year. You might want to send out a print newsletter in the spring and include a donation envelope.
You may be balking at the idea of putting a donation envelope in your newsletter, but it can help you raise extra revenue.  Give it a try.  Just make sure you communicate regularly in ways in which you are not asking for money.
Fundraising expert Tom Ahern recommends sending print newsletters only to donors.  This can help you cut down on mailing costs. 
Limit your newsletter to four pages, include lots of photos, and make them donor-centered.
One advantage of a print newsletter is your donor is more likely to read it.
Follow The Domain Formula For Donor Newsletters
Create an engaging e-newsletter
Send e-newsletters ONLY to people who have signed up for it. They may or may not be donors, but it can be a great cultivation tool, too. You can also share links to your e-newsletter on social media and your website. 
Keep your e-newsletter short – no more than three or four articles (shorter if you send one twice a month).  Use an enticing subject line such as Find Out More About …. rather than March 2014 Newsletter. Also, make sure people can read your newsletters on their mobile devices.
7 Tips for Creating a Knockout Nonprofit Email Newsletter 
Advice for all newsletters
All newsletters should be short and easy to read and scan. They should also have a consistent look.
Open your newsletter with a story.  Client stories are best, but you could also do profiles of volunteers, board members, and donors.  Focus on what drew them to help you make a difference.
Make it visual.  Use photos. You could also put a short video in an 
e-newsletter.
This is a no brainer, but make sure it’s interesting to your donors. I’m not a fan of the letter from the executive director. Stories and updates are best. You could also include a short survey or ask your readers to take action, such as contacting their legislator.
Write it in the second person and keep it focused on how your donors are helping you make a difference.  Give it the you test.  Circle the number of you’s as opposed to we’s.  There should be many more you’s
Don’t be formal.  Write in a conversational style and watch out for any jargon.  You’ll connect more with your donors if your newsletter is personal.
Newsletters do make sense, if you take the time to do them well.

Photo by xposurecreative.co.uk via flickr

Make an Investment to Thank Your Donors

Ann Green Communications, donor relations, fundraising, writing

Nonprofit organizations need to do a better job of thanking their donors. Many spend a lot of time on their fundraising appeals, and then well, that’s about it….
You need to spend as much time thanking your donors as you do on your fundraising appeals.                                           

Think of it as an investment. You put in resources (time, money, etc) and in return you should get loyal donors who will support you long-term.  This is crucial since well over half of new donors don’t give a second gift.
Invest time in thanking your donors
Ideally, your donors should get a handwritten thank you card or a phone call.  Even though these take more time, it’s time well spent.
At many of the small nonprofits I’ve worked at, it was all hands on deck to get out our fundraising appeals.  Staff and volunteers would stuff envelopes and write handwritten notes on the letters.
Do the same when you thank your donors, at least for the initial influx of donations.  Get your board involved in making phone calls or writing cards.  Recruit volunteers to help, too.
Also, what is prohibiting you from taking time to thank your donors?  Is it a meeting you could skip?
Remember to thank your donors as soon as possible. 
Take time each day you get a donation to make phone calls, write cards, or send letters.  Don’t let board members put off making calls or let a stack of letters sit on your ED’s desk.
Invest money in thanking your donors
If you aren’t mailing handwritten cards because you can’t afford to, is there a way to change that?
You may be able to get a print shop to produce your cards pro bono.  Can you allocate more money in your budget?  If not, look into additional sources of unrestricted funding to cover printing and mailing costs.
Many nonprofits are cutting back on mailing and relying on email and social media to communicate.  This isn’t always wise, especially if you have donors who don’t communicate electronically (and some don’t).
Invest in a good database
A good database (Excel is not a database) will help you segment your donors. Now you can make your thank yous more personal.
You want to welcome new donors and recognize repeat gifts.  You can also add personal bits of information to thank you letters/notes, such as it was nice to see the donor at a recent event.
Speaking of new donors, something else you should invest in is a welcome package. Create a warm welcome for new donors
Invest in quality communications
No matter how you thank your donors, you want your messages and look to be high quality.
This starts with your thank you landing page.  Many of them look like store receipts.  Open with a friendly thank you message and share an engaging photo.  Then you can include the tax ID info etc.
Write a heartfelt thank you message in your cards or letters.  Start out by saying Thanks to you or You’re amazing.  Give an example of how the donor’s gift will help you make a difference.  Be personal and leave out any jargon.
Even if you are sending a printed thank you letter or email, there is no excuse not to take a little extra time to make it personal.

Your donors are making an investment by supporting your organization.  Make an investment in them by doing a good job of showing your appreciation and sustaining a relationship with them.

Photo by ota_photos via  Flickr  www.tradingacademy.com                                                                                                                                          

Don’t Let Your Donors Pack Up and Leave

Ann Green Communications, donor relations
Did you receive an influx of new donors after your year-end appeal? That’s great, but now you need to make sure those donors don’t leave you.

Retention rates for new donors are horrible. Actually, retention rates in general are bad. Nonprofit Donor Retention Primer

One of the biggest reasons donors flee is because they believe the organization doesn’t do a good job of staying in touch and keeping them engaged. Why Donors Stop Giving  

This should be easy to fix.

Try to engage with your donors by email once a week. If you use social media, you can communicate more often – generally once a day on Facebook and a couple of times a day on Twitter. If your donors don’t communicate electronically, keep in touch by mailing newsletters, postcards, and handwritten notes.

Use a communications calendar
This will make it easier for you to come up with and organize your content. Make it cross channel and include email, social media, website, and print. Figure out what to send out and when. Here is more information on Creating a Communications Calendar 

Read on for some ways you can stay in touch with your donors throughout the year.

Newsletters
Newsletters can be a great way to engage, but they are often boring and focused too much on the organization. Be sure to tell stories that show how your donors are helping you make a difference.

Another issue with newsletters is they are too long. Keep them to a few articles and include some engaging photos.

You’ll need to figure out whether it’s best to do your newsletter by print, email, or a combination of both.

Updates
Send your donors brief updates via email, social media, or postcard. This is a great way to complement your newsletters or stay in touch if you choose not to do a newsletter.

Say thank you

Plan to send a thank you message to your donors each month. Share a success story and let them know that you couldn’t have accomplished that without their support.

Always find ways to say thank you.
Surveys

Conduct short surveys. Ask new donors what drew them to your organization. You can also ask people their opinion on an issue or a question about your communications, such as do they read your annual report?

Make your supporters feel included. One nonprofit that sells holiday cards asks folks to vote on their favorite designs.

Advocacy alerts
Send out an advocacy alert on a piece of legislation that affects the people you serve. Then report back on the results. Be sure to thank your donors for getting involved.

Share photos and videos
Share some engaging photos. Social media is great for sharing photos.

You can also share videos of the people you serve participating in activities or better yet saying thank you to your donors! Make sure your videos are high quality and keep them short.

Testing time

You’ll want to measure how people respond to your messages. Perhaps short weekly updates get a better response than your monthly newsletter.

If you are not getting much of a response from your surveys, either do them differently or find another way to engage.

Keep it up!

It’s very important for you to communicate regularly with your donors and keep them engaged so they don’t decide to pack up and leave.
How do you stay in touch with your donors?
 

Photo by Sam Howzit via Flickr

It’s Not About You

Ann Green Communications, donor relations, fundraising, writing
It’s annual report time.  I know – yawn.  Annual reports can be a great way to engage with your donors, but they often put you to sleep. One problem is they tend to be too focused on the organization.

How are you making a difference?
I recently received a “Milestones 2013” report from a nonprofit.  It included a list of accomplishments that made them sound as if they were bragging about how great they are.

Don’t just list accomplishments.  Let your donors know how they are helping you make a difference.

Instead of only saying you expanded your tutoring program to serve middle school students, let your donors know why that’s important.  Tell a story about Kevin, a 7th grader who struggled with math, until he started meeting with Jeff, his volunteer tutor.

Instead of just saying you opened a mammography suite at a community health center “extending optimal care to members of underserved and minority communities,” give a specific example of what that means.  Will this make it easier for neighborhood women to receive mammograms?   The more personal and specific you can be, the more you will connect with your donors, and that’s what you want.

The same problems arise in newsletters. Your donors want to hear success stories and aren’t as interested in grants you received or if your executive director received an award.

You should certainly acknowledge your major grants, but show how that will make a difference.  Your $50,000 grant from the Do Good Foundation will allow you to expand your afterschool program to five more schools. Now these students will have a safe place to learn new skills and make new friends.

What do your donors want?
A few weeks ago, I wrote about the importance of being donor-centered.  Think about what your donors want to hear.  One way to find out is to survey them. 

Collect information about your donors in your database.  You can also create donor personas or profiles.  

How to Develop Donor Personas for Your Nonprofit

Create Donor Personas
Speak your donors’ language
That means not using jargon, the passive voice, and words you have to look up in a dictionary. Just because something makes sense to you, doesn’t mean your donor will understand what you are trying to say. 

One way to help you be more personal when writing to donors is to pretend you are explaining something to a friend.  Do you use jargon and the passive voice when talking with your friends?  I hope not.  In most conversations, you are also probably not focusing too much on yourself.

Not all donors are the same
You might need to send different materials to different types of donors. The traditional multi-page annual report with the donor list etc is not relevant for most of your donors.
Instead send your smaller dollar donors an oversized postcard with photos, quotes, accomplishments, and thank you messages. Postcard Annual Report Your donors are busy and don’t have time to read a long report. This way you can capture their attention in an instant.

If you want to produce a slightly longer report, here’s a great example of a donor-centered “gratitude report” created by the Agents of Good. Annual Reports

Be donor centered

Keep focusing on what’s best for your donors. Remember, it’s about them, not you.

Photo by Naaman Saar Stavy via Flickr

Shower Your Donors With Love

Ann Green Communications, donor relations, fundraising, writing

Valentine’s Day will be here soon, and what a perfect time to thank your donors and show how much you appreciate their support.

Fundraising expert Pamela Grow recommends a minimum of 12 touches a year (you should aim for more). If you haven’t shown gratitude since you sent your year-end thank you letters, you need to do that soon. You did send thank you letters after your year-end appeal, didn’t you?

Whether you want to send something out on Valentine’s Day is up to you. But do something fun and creative to show appreciation in February. The holidays are over, and there’s still a lot of winter left for many of us to endure.

Here are some ideas.

Create thank you photo

A great photo can capture your donor’s attention in an instant. Here are a few examples of thank you photos.

Network for Good Thank You Photo


Along with your photo, include a brief thank you message. You can send this via email and post it on your homepage and on social media.

Share an update or success story
In addition to saying thank you, share a brief update or success story. Emphasize how you couldn’t have helped someone without the donor’s support. If you included some 2014 goals in your year-end appeal, sharing regular updates of your accomplishments is a great way to engage.

Send a card
Handwritten notes mean the world to donors. You may not have the budget to send cards to all of them. If not, send them to your most valuable donors. These may not be the ones who give you the most money. Do you have donors who have supported your organization for more than three years? How about more than five years? With retention rates continuing to plunge, you don’t want to lose these valuable donors.


Overall, I think nonprofit organizations can do a better job of thanking their donors. Here a couple of ways to do that.

Make your messages personal

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

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

Maybe you need a change of culture. Getting your board, all staff, and volunteers involved in thanking your donors will make a huge difference.

Keep it up
Keep thinking of ways to thank your donors! You can’t say thank you enough. Do it at least once a month.

At certain times of the year, like Valentine’s Day or Thanksgiving, people expect to receive messages of gratitude, but imagine how surprised your donors might be if they receive something in May or August?

How are you thanking your donors?


Photo by Enchant_me via Flickr

How Well Are You Thanking Your Donors?

Ann Green Communications, donor relations, fundraising, writing
Are nonprofit organizations doing a good job of thanking their donors?  I decided to conduct a little test after doing our year-end giving to see how well those organizations thanked me.  I made all the donations online.
All five organizations I donated to do good work, but could do a better job of thanking their donors.  Unfortunately, I don’t think they are the only guilty culprits.  What did I discover and how can nonprofit organizations do better?  Read on.
ALL donors should get a thank you letter, card, or phone call
More people are donating online now, but that doesn’t mean they should be cheated out of a nice thank you letter when all they get is an auto reply. 
One of the of the organizations sent me a letter with a handwritten note (good!) and another one sent a handwritten thank you card (even better!).  The others sent email auto replies. No one called me.
When someone donates online, there should be a three-part thank you process.  First, the donor is taken to a thank you landing page, then they get an automated email response, and finally they receive a thank you by mail or phone.
I don’t know if I would have received something in the mail if I had donated by mail, but that shouldn’t matter.
Create better thank you landing pages
Your landing page is your first opportunity to say thank you and most of these look like Amazon receipts.  Two of the organizations used PayPal, a generic third party site, although to their credit, these nonprofits thanked me by mail.
One of the landing pages opened with “Thank You Ann!”  That’s a good start or say,You’re incredible.  Include an engaging photo and a specific example of how the donation will be used. 
Make it more personal. After that, you can include the transaction summary, tax-deductible information, tracking number, etc.
Show your donors how they are helping you make a difference
Most of the thank you messages I received didn’t give specific examples of how my donation makes a difference.  I realize your nonprofit may have a number of programs, but choose something specific.  Will a donation buy a family a week’s worth of groceries or provide a child with presents on Christmas morning?
Be personal and conversational
The language in some of these messages came across as vague and impersonal.  One letter referenced “being dedicated to the needs and aspirations” of members of the community, and works “to create and sustain a strong, engaged, and inclusive community.”  Yikes!
In one of the letters that did let me know how my gift would help, the organization wrote “the many less fortunate children who will experience the joy of Christmas because of you.”  Okay, but something better would be – Thanks to you, Jason will have presents to open on Christmas morning.
Don’t start your letter with “On behalf of X organization”
When you do, you are focusing on your organization, not your donor.  In my last post, I wrote about the importance of being donor-centered.
The first words your donor should see are thanks to you or you’re incredible (amazing, terrific, etc).
Recognize previous donations
I’ve donated to all these organizations before and none of them recognized that. Your donors want to feel as if you are communicating with them directly. Recognize past donations or welcome new donors.
Your thank you letter/note is the first step in good donor relations. Invest time in doing it well.
Need more information?  Read what these experts have to say.
Thank You Letters Donors Will Love
How to Write a Better Donation Thank You Letter (And Why It Matters)
Nine Clever Ways to Thank Your Donors

Photo by Iain Farrell via Flickr

Make a Resolution to Be Donor-Centered

Ann Green Communications, donor relations, fundraising, writing
New Year’s resolutions are a mixed bag.  Most people make them with good intentions and then revert back to their old habits after a few weeks.
One resolution nonprofit organizations need to make (and keep) is to be donor-centered.  The term donor-centered is pretty self-explanatory.  You want to focus on your donors’ needs and interests and take into account that not all donors are the same.
Is your organization donor-centered?  Here are a few areas to look at.
Fundraising Appeals
You’d think fundraising appeals would be donor-centered, but many are not.  Some focus too much on the organization – saying how great they are. Your organization may be great, but let your donors figure that out. Your donors are the ones who are great and they want to hear how they can help you make a difference for the people/community you serve.
Donor-centered fundraising appeals are segmented to the appropriate audience.  Thank past donors or reference your relationship to a potential donor.  Maybe they are event attendees, volunteers, or friends of board members.
Many fundraising appeals are vague, impersonal, and filled with jargon.  Don’t say we are helping disenfranchised members of the community.  A donor-centered appeal would say something like – With your support, we can help low-income families find affordable housing.
Thank you letters
Even If organizations do invest time in creating a donor-centered appeal, they often fall short with their thank you letters.  Many come across as transactional and resemble a receipt. Yes, you need to acknowledge that the donation is tax deductible, etc, but most donors are more concerned about how their gift made a difference.
Marketing consultant Kivi Leroux Miller stresses catering more to your donors’ inner angels rather than their inner bookkeepers.  A donor-centered thank you letter (or better yet,a handwritten note), might read – You’re fabulous.  Thanks to your generous donation of $50, we can provide groceries for a family of four at the Southside Community Food Bank.
A donor-centered thank you letter recognizes each donor.  Is this the first time someone has donated?  If someone donated before, did she increase her gift?   Acknowledge this in your letter/note.
Newsletters
Newsletters are a great way to stay engaged with your donors throughout the year, but they, too, are often not donor-centered.
Some newsletters come across as self-promotional and are focused more on the wonderful things the organization is doing, as opposed to how their donors are helping them make a difference.
I recently received a newsletter in which one of the articles looked as if the organization took a press release and stuck it in their newsletter.  It was written in the third person and included quotes from the executive director and program directors.
A donor-centered newsletter article should be written in the second person, as should most of your communications.  Write to the donor and use the word you more often than we. Instead of including quotes from directors, let your donors hear from the people you serve.
Let’s say your organization just opened a community health center.  You could write –  Thanks to your support, residents in the Northdale neighborhood no longer have to travel five miles to get a check up.  “I’m so happy that I don’t have to take two busses to go to the doctor anymore”, said Mary, a long-time neighborhood resident.
Make a resolution to be donor-centered and stick with it throughout the year.  Be sure every message you send to your donors will make them feel special. 
Read on for more information.
A donor-centered organization, your donors, & relationship building
 10 Reasons this Fundraising Appeal Hits it Out of the Ballpark
Are you donor centered?

Photo by LC Nottasson via Flickr


Get Ready for 2014 – Creating a Communications Calendar

Ann Green Communications, donor relations, fundraising, marketing, planning
Happy New Year! I hope you have taken time to put together fundraising and marketing plans. My last post in this series about getting ready for 2014 is to create a communications calendar (also known as an editorial calendar). 


I like the term communications calendar because it emphasizes the importance of communicating with your donors and other supporters all year round. One of the great things about having a communications calendar is you won’t get so stressed out trying to come up with content for your newsletters and other updates.

As you put together your communications calendar, think about how you will use different channels. You may only send out direct mail a few times a year, but send out a newsletter once a month and communicate by social media several times a week. You will often use a number of different channels when you send out a fundraising appeal or promote an event.

All your communication should be audience-centered and emphasize how you are making a difference for the people you serve and in the community.

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

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

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

Time of year
Is there something going on during a particular month that is pertinent to your organization? Perhaps it’s homelessness awareness month or your organization was founded in May 1994.

Thanksgiving, the holidays, and winter can be a difficult time for some people. How can you weave that into your work?

News stories
You won’t be able to predict news stories in advance. However, as something newsworthy comes up, see if that’s something you could share.

Fundraising and recruitment

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

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

Thank your donors
Figure out different ways to let your donors know how much you appreciate them. Do this at least once a month.

Ongoing content
If you are making a difference, you have stories to tell. Share your clients’ success stories. You could also profile a board member or volunteer.

Put together a collection of stories and profiles to use in your newsletter and website throughout the year. If you are profiling board members or volunteers, highlight what motivated them to serve on your board or volunteer with your organization. Keep it focused on your mission.

Keep it up
As you hear about other relevant information, add it to your calendar, so you will always have good content to share with your supporters.

Here is more information to help you create a communications/editorial calendar.


Editorial Calendars – Resources for You
Become Your Own Publishing Powerhouse with LightBox Collaborative’s 2014 Editorial Calendar
Photo by Adam Sporka via Flickr

Get Ready for 2014 – Creating a Marketing Plan

Ann Green Communications, marketing, planning
Marketing and communications often take a backseat to fundraising, even though they are closely related. You can’t raise money without clear messages and a good strategy to communicate those messages.


You need a marketing plan

Some organizations don’t have a marketing plan or they have one that’s sort of piecemeal.

If you have never created a marketing plan, you may want to do a SWOT (strengths, weaknesses, opportunities, threats) analysis or some other kind of organizational analysis to help you get focused. (See links below for more details.)

At the very least, you should create a plan that covers how you will communicate with your audience(s). Ideally, you should be looking at more than one year and your marketing plan needs to be consistent with your strategic plan.

If you already have a marketing plan and have been measuring your progress (Gold stars for you!), you can incorporate what’s worked in the past into your 2014 plan.

Don’t make the mistake of not taking your marketing and communications seriously. Here are a few things to keep in mind as you put together your marketing plan.

Who are you?

What does your organization do and what makes you unique? What is your message platform? If you’ve never created a consistent set of messages, you need to do that. How To Get Everyone In Your Organization To Be Consistent In Messaging

  
What are your needs and goals?
Each nonprofit has different needs. Everyone needs to raise money, but perhaps you also need members, clients, or volunteers. Come up with categories and goals and create a strategy for each. For example, if you need tutors or mentors, you need to come up with a recruitment plan.

Think about going beyond raising awareness. You need a call to action, such as donating, volunteering, attending an event, or contacting your legislator.

Who is your audience?
It’s not everyone. Sometimes it’s people who know you well, such as donors, and sometimes it’s not.

Craft your messages with your audience in mind. What would entice someone to donate, volunteer, or attend your event?

Communicating with your supporters
Reaching out to donors and other supporters is a huge part of your communications. Throughout the year you need to update them on how they are helping you make a difference. In my next post, I’ll write about creating a communications calendar to help you with that.

Communicating with an external audience

Here you want to reach out to people and groups who will be most receptive to your message or call to action. Sometimes you don’t need to look far. For example, you should have more luck promoting your event by asking your social media followers to share your announcement with their friends than you will if you post an event listing in the paper.


All nonprofits want media coverage, but plan carefully. Target the right publications and choose the right stories. Pitch something newsworthy.

Measure your progress
At least once a quarter look at your goals and figure out what is working, what isn’t, and how you can make improvements.

Use this dashboard to monitor your progress. Scroll down a bit for the marketing section.

Library of Sample Dashboard Indicators




Take some time to put together a well thought-out marketing plan. It will be time well spent.

Photo by Plantoo47 via Flickr

Get Ready for 2014 – Creating a Fundraising Plan

Ann Green donor relations, fundraising, planning

Many of you are probably knee-deep in your year-end fundraising campaign.  But 2014 is less than a month away, and if you haven’t starting planning for it, you need to do that now.


Over the next couple of weeks, I’ll write about ways you can plan for 2014, which includes creating fundraising and marketing/communications plans, as well as a communications calendar.  All are very much interconnected.

You must have a fundraising plan
Most nonprofit organizations receive the bulk of their revenue through donations, so it’s crazy not to have a fundraising plan.


You may have heard the sayings if you fail to plan, you plan to fail, and not having a plan is like starting a journey without a map (or programming your GPS). Cliches? Maybe, but they make a lot of sense.

Putting together any kind of plan doesn’t need be painful. It will take some time, but it’s time well spent. It’s a lot better than being taken by surprise when you come up short on revenue.

Ideally, you should have a multi-year fundraising plan that is based on your strategic plan. Here are a few other things to consider as you put together your fundraising plan.

Did you measure your progress in 2013?
I hope you did, because it will make it easier for you if you can factor in what worked and what didn’t as you plan for 2014.

How much money do you need to raise?
The revenue part of your fundraising plan is fairly straightforward. Figure out how much money you get from other sources, such as fees, and how much you need to raise. Remember to build in a reserve, too.

Be realistic
Determine how much you want to raise from each source – individuals, grants, events, etc. The funding climate is still precarious, so you need to rely on a variety of sources.

Be realistic about what you can do. Cultivating major donors can be worthwhile, but it takes time to build these relationships and you need to involve your board. Events and online auctions can take up a lot of staff time and sometimes don’t bring in that much revenue.

Look at what’s worked in the past. Remember, just because you’ve always done something, doesn’t mean you need to continue doing it.

Make it detailed
Fundraising plans don’t just cover how much money you are going to raise. You also need to include a strategy. Map out each step of an individual appeal campaign or an event and include a timeline. You don’t want to leave anything out.

Also, figure out who will be involved and in what capacity. Make sure to include your board.

Include a donor relations component
Even though your  fundraising plan will include ways to find new donors, don’t neglect the ones you already have. Donor relations is a crucial, but often overlooked, part of fundraising.

Include ways to thank donors, such as holding an open house or sending out holiday cards, as well as donor communication, such as newsletters and social media updates.


You want your donors to give again and to give at a higher level. This means you need to keep them engaged and interested in your work. Also, as you look for new donors, find ones who will support you long-term.

Measure your progress
Don’t ignore your fundraising plan after you finish it. At least once a quarter, check to see if you are on track with your goals. Determine what is working and what isn’t. If you are falling short in your grant revenue, perhaps you are applying to foundations that aren’t the right match for your organization.

In addition, each time you hold an event or run a campaign, figure what worked, what didn’t, and how you can make improvements in the future.

Here is a dashboard you can use to keep track of your progress.
Library of Sample Dashboard Indicators

Don’t make the mistake of not having a fundraising plan. Read on for more information about putting one together.

How to Write a Successful Fundraising Plan
What Should Your Fund Development Plan Include?

Sample Fundraising Plan


Fundraising Plan 1 Year Template

Photo by 401K via Flickr