How Your Nonprofit Can Ensure Success in 2024

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

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

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

Have a plan in place

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

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

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

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

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

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

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

Pay attention to your donor retention

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

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

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

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

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

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

Go all in on monthly giving 

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

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

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

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

Do a better job of communicating with your donors 

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

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

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

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

Work on building relationships

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

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

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

Good relationships with your donors will help you with retention.

Create an attitude of gratitude

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

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

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

Photo by Marco Verch

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

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

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

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

How much money do you need to raise?

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

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

Do you have a campaign plan?

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

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

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

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

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

Do you have a good story and photo to share?

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

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

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

How can your donors help you make a difference?

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

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

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

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

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

Are your mailing lists in good shape?

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

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

Do you have enough letterhead, envelopes, and stamps?

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

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

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

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

Is it easy to donate online?

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

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

Do you offer a monthly or recurring giving option?

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

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

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

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

How will you thank your donors?

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

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

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

How will you keep up with your donor communication?

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

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

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

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

Best of luck!

Photo by CreditDebitPro

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

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

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

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

What’s your intention?

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

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

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

Choose the right channels

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

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

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

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

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

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

Get noticed right away

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

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

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

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

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

Keep them engaged once they open your message.

Keep it short

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

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

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

Make it easy to read and scan

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

Be personal and conversational

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

Don’t cast a wide net

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

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

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

Be a welcome visitor

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

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

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

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

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

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

Your Donors Deserve Better Communication

Are you still sending all your donors the same appeal and thank you letters? In these letters, you never thank a donor for their past support or acknowledge they’re a monthly donor.

If that’s not bad enough, many of these letters use vague and impersonal language and even worse, jargon.

Since the pandemic started, some nonprofits have done better and have created more nuanced, personal communication. Let’s keep this up and all do better. Your donors deserve that.

It’s time to move away from generic and impersonal communication. Here’s what you can do.

Segment your donors

Your donors aren’t the same, so they shouldn’t all get the same letter or other types of communication. Segment your donors into different groups as much as you can. At the very least, create different letters for new donors, repeat donors, and monthly donors. You can also personalize letters to lapsed donors, event attendees, volunteers, etc.

I emphasize segmenting your donors a lot in my posts because it’s so important. Donors like it if you recognize their past giving or anything that shows them this is more than a generic, one-size-fits-all message.

Also, please stop sending Dear Friend letters. You’re not being a good friend if you don’t even use your donors’ names.

I know this will take more time, but it’s worth the investment. So is a good CRM/database to help you with this. Your donors will feel appreciated and are more likely to give again, possibly at a higher level.

Use language your donors will understand

If you use vague, generic language and jargon, you’re going to instantly bore and/or confuse your donors. Most of your donors don’t have a medical or social services background. They don’t use terms like food insecurity, at-risk populations, and underserved communities – and neither should you.

Connect with your donors by using language they’ll understand. Instead of writing about food insecurity, give an example of a single mother choosing between buying groceries and paying the heating bill.

What do you mean by at-risk or underserved? Are high school students less likely to graduate on time? Do residents of a certain community not have good health care nearby? Is housing too expensive? Get specific, but at the same time, keep it simple. Also, terms like at-risk and underserved undermine your clients/community. After all, these are human beings you’re writing about.

A great way to break free from generic language and jargon is to tell stories. Most people respond better to a human-interest story than a bunch of boring statistics.

Make time for improvement

You may be between fundraising campaigns right now and have a little more time (or maybe not). If so, work on segmenting the donors in your database, if you haven’t already done that. Segment your donors on an ongoing basis. For example, some of your single-gift donors may have upgraded to monthly. If you can do this after every campaign, you should have fairly up-to-date information on your donors.

In addition, dust off those templates and freshen up your appeal letters and thank you letters. We’re still living in an ever-changing world and your communication needs to be relevant. Create letter templates for different donor groups and replace your vague, generic language with something clear, conversational, and specific.

You can also use this time to add new stories to your story bank or start putting one together, if you don’t already have one

Have someone outside of your organization, a friend or family member, look at your messages. Something that’s clear to you may completely baffle others.

Create communication that shows your donors how much you appreciate them by recognizing who they are and giving them engaging content they can relate to. Don’t they deserve that?

Transform Your Annual Report Into an Impact or Gratitude Report

Annual reports get a bad rap in the nonprofit world. Many of them are long, boring bragfests with little appreciation for donors. They also require a lot of time and effort from staff and there’s no guarantee your donors will even look at them. 

What do you do? Organizations need to share accomplishments and show gratitude to their donors, but is the “annual report” the way to do that? 

First, let’s stop calling it an annual report and call it an impact or gratitude report instead. Plus, sharing accomplishments and showing gratitude is something you can do more than once a year (more on that below). In this post, I will use the term impact report (but don’t forget about gratitude).

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

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

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

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

Your impact report is for your donors

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

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

Pour on the gratitude

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

Many donors have stepped up to help during the past three years and deserve to be thanked for that. Use phrases like Thanks to you or Because of you to show appreciation to your donors for their role in helping you make a difference. 

Tell a story

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

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

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

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

Address the current situations

We’re still in a pandemic and while many people are returning to some sense of normalcy, its after effects are still with us. We’re also dealing with an uncertain economy and inequality. Your donors will want you to address these situations and focus on how they’re affecting your clients/community.

How are you making a difference?

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

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

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

Make it visual

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

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

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

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

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

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

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

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

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

Send it by mail

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

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

Planning is key

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

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

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

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

Here is more information about creating a great impact report. Although some folks are still using the term “annual report,” maybe we’ll move past that at some point. 

Why You Should Stop Saying “Annual Report” (And What to Call it Instead)

Nonprofit Annual Reports: 8 Essential Tips [& Template]

Two Ways to Transform Your Annual Report from Dull to Dynamic

Building Relationships is Just as Important as Raising Money

Why does making a donation often feel like a transaction? Organizations get so caught up in the raising money part that they forget about building relationships with their donors.

Giving Tuesday is the worst example of this, with Year End close behind. Generally, it happens way too often.

Remember this – Building relationships is just as important as raising money. 

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

Follow this formula – ask, thank, update, repeat. Thanking and updating should naturally evolve into building relationships, although that doesn’t always happen.

You’ll have more success if you move away from transactional fundraising and focus on building relationships. Here are some ways to do that.

Stop using transactional language

First, the word transaction should not appear anywhere in your fundraising. Sometimes I see the words “Transaction complete” after I make an online donation. That’s not giving me a nice, warm, fuzzy feeling at all. I made a gift, not a transaction.

Even more prevalent is the word receipt, which is often used in lieu of thank you. After a donor makes a gift, they should feel appreciated. 

An email subject line is one of your first chances to connect with your donor. How would you feel if this is what you saw? 

“Your Recurring Donation Receipt” 

“Donation tax receipt”

This again is emphasizing the transaction. Payment information should not be the lead of any type of thank you. Where are the words thank you?

It’s not easy to find good thank you email subject lines. Here are some that are better.

“Thank you for your generous monthly gift”

“You are wonderful!”

“Thank you for investing in Peace!”

“Your monthly gift in action” 

That last subject line leads into an email that emphasizes how the donor is helping that organization make a difference, which is a good example of building relationships.

When organizations lead their fundraising appeals by saying “It’s our year-end appeal” or “It’s GivingTuesday,” they’re not connecting with their donors by concentrating on why donors give. 

Many donors don’t care that it’s your year-end appeal. They care about your work and want to help. Instead, say something like – How you can help families put food on the table. 

Make relationship building part of your fundraising campaigns

You need to build relationships before, during, and after each of your fundraising campaigns. Keep this in mind – Your Fundraising IS Your Relationship.

Before your next appeal, send your donors an update to let them know how they’re helping you make a difference. This is especially important if you do more than one fundraising campaign a year. You don’t want your donors to think the only time they hear from you is when you’re asking for money.

Segment your donors

One way to help ensure you’re focusing on relationships is to segment your donors and personalize your appeal letters and other types of donor communication. 

Don’t send the same appeal to everyone on your mailing list. What is your relationship with these individuals? Maybe they’ve given once or many times. Perhaps they’re event attendees, volunteers, e-newsletter subscribers, or friends of board members. Mention your relationship in your appeal letter. For example, thank a long-time donor for supporting you these past five years.

Monthly donors get their own appeal letter. This doesn’t happen enough and it’s one of my biggest pet peeves. Build relationships with these committed donors. Recognize they’re monthly donors and either invite them to upgrade their gift or give an additional donation.

Create an attitude of gratitude

Your focus on building relationships continues when you thank your donors. Many organizations do a poor job with this. Send a handwritten note or make a phone call, if you can.

Welcome your new donors. Let them know how much you appreciate this new relationship. If you don’t, it’s likely to be a short relationship.

Be sure to also shower your current donors with appreciation so you can keep your relationship going. Do something special for donors who have supported you for several years.

Make sure your donors get a heartfelt thank you, not something that resembles a receipt.

Thanking donors is something you can do at any time of the year. I think one of the best ways to connect is by sending a handwritten note. I just received a handwritten thank you note acknowledging my two-year anniversary as a donor. It always warms my heart when an organization connects in this way.

Holiday cards are a nice way to reach out, but don’t put a donation envelope in one. You have other opportunities to make appeals. Make it 100% about showing appreciation.

You can also send thank you cards at other times of the year. If money is tight, spread out your mailings over the year so each donor gets at least one card.

Don’t miss out on opportunities to build relationships

There are many ways you can build relationships with your donors throughout the year. 

You can give donors other opportunities to connect, such as volunteering, participating in advocacy alerts, signing up for your email mailing list, and following you on social media. You could also offer virtual or in-person (if it’s safe) tours.

Newsletters and annual reports that focus too much on the organization are the equivalent of being at a party where someone just talks about himself and you may as well not even be there. Done well, a newsletter, annual report, or another form of an update can be a good relationship-building tool.

I’m amazed that after I attend an event, support someone in a walkathon, or give a memorial gift, most organizations don’t do a good job of building a relationship. I could be a potential long-time donor. Personally, I would never give a memorial gift or support someone in a charity walk if I didn’t believe in that organization’s cause. Don’t miss out on a potential opportunity to build longer-term relationships.

You’ll have a better chance of building relationships if you can tap into your donors’ passions and interests.

Hold a relationship-building day

My main objection to giving days, such as GivingTuesday, is they focus so much on asking. What if we put all the time and energy we focus on giving days into a relationship-building day?

I’m not saying you can’t participate in giving days, but instead of the relentless begging, follow the formula above and build relationships before, during, and after your appeal.

Of course, you could choose not to participate in a giving day and have an all-out relationship-building day instead.

Build relationships all year round

It’s easier to stay focused on donors when you’re sending an appeal or thank you, but this is just the beginning. Many organizations go on communication hiatus at certain times of the year and that’s a huge mistake. Ideally, you should keep in touch with your donors every one to two weeks, once a month at the most.

Always stay focused on relationships. Good relationships with your donors will help you raise more money and keep your donors for a long time. 

Raise More Money With a Better Fundraising Appeal

Can you believe September is already here? Depending on where you live, you may or may not be getting that nice refreshing air September often brings. 

It 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. 

If you’re falling short of your revenue goals, you may want to start your campaign earlier than you have in the past. Even if you’re not planning on launching your campaign until later in the fall, you should get started on your appeal now. Everything always takes longer than you think.

You need to create an appeal that will stand out and resonate with your donors. That doesn’t mean using the same boring, generic template you’ve used for years.

You need a letter that takes into account what’s going on in 2022. 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.

Make a good first impression 

First, 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.

Perhaps you’d like to include a teaser on the outer envelope. This doesn’t mean one that says 2022 Annual Appeal. That’s not inspiring. Instead, say something like – Find out how you can help local families put food on the table.

An oversized or colored envelope can also capture your donor’s attention.

You want to be both personal and professional. If hand addressing the envelopes isn’t feasible, make sure your mailing labels look clean, are error-free, and aren’t crooked. Use 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 and it needs to be relevant to the current climate. 

Here’s an example – Lara, a single mother with three kids, has gone through a lot over the past couple of years. It’s been hard to find work that pays enough and now groceries are even more expensive. 

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 Northside Community Food Pantry. At first, Lara 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 Lara and other members of our community with healthy food when they need it.

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 pledge 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. 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 you have been), 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 donor-centered, as well as community-centered

There’s been some dichotomy over the past two years between being donor-centered and being community-centered, but I think you can be both. What you don’t want is to be organization-centered.

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 success and challenges

Highlight some of your accomplishments, but you can share challenges, too. 

I’m sure your organization continues to face challenges as the pandemic and economic uncertainty continue. But how you do your work is less important than why you do your work. You need to continue to provide healthy food to families while doing it safely.

Show how you plan to continue your work with your donor’s help. Remember to stay donor-centered! 

Personalization is a must

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 current donors. They’re your best bet for getting donations. Let them know how much you appreciate their support. If a donor stepped up with additional contributions over the last two and a half years, be sure to thank them for that. These donors are committed to helping you through difficult times.

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.

This is not the time to 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 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?

This may sound like a lot of work, but if you give yourself enough time, it should be doable. Personalizing your letters can also help you raise more money.

Make it easy for your donors to give

Include a return envelope with amounts to check off or an envelope and a pledge form. Show what each amount will fund. Do this on your donation page, too.

Some donors will prefer to donate online. Direct them to a user-friendly donation page on your website. You could create a QR code for your letter 

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 (or 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 and 14-point type.

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. 

This doesn’t mean cramming a bunch of 8-point text on a page. With a longer letter, you’ll have more space to tell a story and repeat messages. You can also break up the text with a photo, testimonials, and short paragraphs

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

Think of your letter as a conversation with a friend

You can create a better 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, too

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

Be sure to add a PS. People often gravitate to the PS as they scan the letter, so include something that will capture their attention. Here you could emphasize monthly giving, ask if their company provides matching gifts, or thank them for being a donor.

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. Hand sign the letters in blue ink.

We could be looking at another tough fundraising season. That’s why you need to spend some time writing a better appeal letter that will stand out and help bring you the donations you need. Good luck!

Keep reading for more advice on how to write a better fundraising appeal.

10 Steps to Create a Fundraising Appeal Letter That Brings in the Money

THINK YOU’RE NOT A WRITER? YOUR GUIDE TO WRITING A GREAT FUNDRAISING APPEAL

How to Write a Fundraising Letter: 10 Tips for Persuasive Appeals (+ Examples)

Image by Howard Lake

How You Can Create a Thank You Plan

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

We’re still in a time of uncertainty. While some people have been generous over the last two years, we don’t know how long that will continue.

Prioritizing gratitude and donor relations will help. If you don’t do a good job of thanking your donors, as well as building relationships throughout the year, you’ll have a hard time getting people to people to donate again, which is one of the keys to your success.

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

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

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

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

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

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

Open with Thank you, Susan! or You’re amazing! Include an engaging photo or video and a short, easy-to-understand description of how the donation will help your clients/community right now. Put all the tax-deductible information after your message or in the automatically generated thank you email.

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

Plan to write a warm and personal automatic thank you email

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

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

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

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. It might be hard to do that right now, 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. Making thank you calls or writing thank you notes is something your board can do. 

Find board members, staff, and volunteers to make phone calls or write thank you notes. Come up with sample scripts. You may want to conduct a short training. Make sure to get your team together well before your next fundraising campaign so you’re ready to go when the donations come in. 

Here’s a sample phone script, which you can modify for a thank you note/letter/email. 

Hi Ben, this is Laura Kramer and I’m a board member at the Riverside Community Food Bank. I’m calling to thank you for your generous donation of $50. Thanks to you, 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, so we really appreciate your support.

You’ll stand out if you can send a handwritten thank you card. I get a few of these a year and they tend to come from the same organizations, which shows you what they prioritize! 

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 Sanders family can finally move into their own home. Create separate letters for new donors, renewing donors, and monthly donors.

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.

Let your donors know how much you appreciate them and highlight what your organization is doing with their donations.

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.

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 with accomplishments and success stories, as well as how the current situations are impacting your work. 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 your donors’ 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. 
  • 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.
  • COVID makes it tricky to plan an open house or tours right now, but you could do something virtual to let your donors see your nonprofit up close and personal. Also, a virtual gathering or tour may be easier to pull off. 
  • 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. You could survey them to find out their communication preferences, as well as their interests. 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 right now, so don’t hold back on that always-important gratitude.

Don’t Take a Vacation From Your Donor Communication

Summer is here, although once again, we’re not having a normal summer. More people are traveling despite rising gas prices, airport delays, a tough economy, and the ongoing pandemic. Nevertheless, we all deserve some kind of a vacation. I hope you’ll get a chance to take one. I know you’ve been through a lot. 

This may be a quieter time for your nonprofit, but you don’t want to be too quiet and ignore your donors. Something the pandemic taught us is we should communicate more during tough times. This would be a great time to do some relationship building.

You should be communicating 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. 

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

Say thank you

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. I have a subscription to a local theatre. Every year during the last show of the season, they put a thank you card, along with a piece of chocolate (!), on our seats. Usually, it’s a pre-printed card, but this year they gave out handwritten cards. I was touched. This theatre, like many others, didn’t put on live performances for a year and a half. They weathered some tough times, but got through them thanks to their donors. 

You can do something similar. Pour on the gratitude and let your donors know how you much you’ve appreciated their support over the last few years. Again, try to make it personal. If handwritten cards sound like too much, you could send a postcard, make a video, or connect through email.

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. It’s okay to have a little fun and get creative.

Send an update

If you haven’t communicated with your donors much since your last appeal, send them an update sharing your success and challenges. You could combine an update with a thank you, if you’d like.

Try to send something by mail if you can. Your donors are more likely to see your messages if you send them by mail. You could consider an infographic postcard.

I know mail is expensive, but a postcard shouldn’t cost too much. It’s also a quick way to share an update with busy donors. Also, consider that this investment could pay off if your postcard (or handwritten card) entices a donor to give again and possibly upgrade.

If it’s impossible to send something by mail right now, you can use email.

Tie in current situations

I don’t need to tell you there’s a lot going in the world right now. Will certain policies or budget cuts affect your organization? Many states are working on their budget for the next fiscal year.

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

Advocacy alerts 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.

Make room for improvement and plan ahead

The 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.

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.  

If you’re feeling pinched financially, you may want to start your fall campaign earlier – September/October instead of November/December. I’ll write more about this in future posts, but a few ways to raise additional revenue are to invite current donors to join your family of monthly donors and reach 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.

Are You Still Using Jargon?

Over the last two years, we’ve seen many examples of real problems affecting real people. We’ve also seen more authenticity. So why are some nonprofit organizations still using jargon in their donor communication?

They may be using the same, boring templates they’ve used for years or they’re so used to some of these terms they don’t realize they fall flat with their donors. I think people use jargon because it’s insider language that makes them feel like they’re “in the know” in their professional community. It’s easy to slip into jargon mode in your work environment (whether that’s in person, virtual, or hybrid). But the danger comes when jargon creeps outside of your insular world and into your donor communication.

People need to understand you to connect with you

Sometimes we get lazy and use jargon when we can’t think of anything fresh and original. Instead, you see appeal letters, thank you letters, newsletter articles, and annual reports laced with cringe-worthy terms such as food insecurity, at-risk youth, underserved communities, and impactful. While donors may know what some of these terms mean, they’re vague, impersonal, and can come across as demeaning.

Are You Speaking The Same Language As Your Donors?

How to do better

You may know you need to freshen up some of your messages, but aren’t sure how to start. You may also have a lot going on and feel pressed for time. 

Sometimes you need to give a little more information. Let’s look at these problem terms and what you can say instead. You may use some of these terms internally and they might be in your mission statement, but please try to limit them when you communicate with your donors.

  • Food insecurity The USDA defines it as “a household-level economic and social condition of limited or uncertain access to adequate food.” That’s a mouthful! I’ve never liked the term food insecurity because it’s so impersonal. We’re hearing this term a lot right now because it continues to be a big problem. Let’s go a step further and put it in human terms by describing a situation where a single mother has to choose between buying groceries and paying the heating bill.
  • At-risk means there’s a possibility something bad will happen. Instead of just saying at-risk students or youth, tell a story or give specific examples of something bad that could happen or has happened. Our tutoring program works with high school students who are more likely to fail their classes, be held back, and drop out of school. Remote learning didn’t work for many of the students in our community and they have fallen behind. 
  • Underserved means not receiving adequate help or services. Instead of saying we work with underserved communities, explain what types of services these residents don’t receive. Maybe it’s healthcare, affordable housing, decent preschool education, or all of the above. Tell a story or give a specific example. Mara has to take two buses to see a doctor for her diabetes because there isn’t a good healthcare facility in her community. This makes her feel anxious because not everyone on the bus wears a mask, so sometimes she skips her appointments.
  • Impact means having an effect on someone or something. How are you doing that and why is it important? Again, give a specific example. Thanks to donors like you, we’ve helped families find affordable housing so they don’t have to live in a shelter, with other family members, or in their car. Now they have a place to call home. And, let’s please all agree to stop using the word impactful.

Tell a story

This is why stories are so important. You can get beyond that vague, impersonal jargon and let your donors see firsthand how they’re helping you make a difference for your clients/community.

Make Connections With Your Donors by Sharing Stories

What would Aunt Shirley or Uncle Ted think?

I always like to use this analogy. Imagine you’re at a family gathering and you’re explaining what your organization does to your 75-year-old Aunt Shirley, or maybe it’s Uncle Ted. Does she look confused and uninterested when you use words like underserved and at-risk, or does he perk up and want you to tell him more when you mention you’ve been able to help homeless families move into their own homes?

Stop using jargon in your work environment

Another way to help you transition from jargon to understandable language is to stop using it in your work environment. That means at staff meetings and in interoffice written communication. Maybe you go so far as to re-write your mission statement to make it more conversational. And telling staff and board members to recite your mission statement as an elevator pitch is a bad idea unless you can make it conversational.

Let’s stop using jargon when we can use clear, conversational language instead. Keep reading for more examples of why you should stop using jargon.

Too Much Jargon, Too Little Time: 3 Easy Tips to Simplify Your Copy

Nonprofit Jargon: Do Your Supporters Understand Your Fundraising?

How Jargon Destroys Nonprofit Fundraising & Marketing