Make it Easy to Stay in Touch with Your Donors by Using a Communications Calendar

21845903390_87736502bb_zMany of you are working hard on your year-end appeal.  You may have also participated in #GivingTuesday. If you think you can rest easy after the fundraising  season is over, think again. Your work has just begun.

You need to communicate with your donors at least once or twice a month throughout the year.  If you’re getting butterflies in your stomach wondering how you’re going to pull this off, then you need 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.

This is not just a job for your marketing department. All departments need to work together.  Figure out what information you need to share and when to share it.  You want a consistent stream of information – not three emails in one day and nothing for three weeks.

As you put together your communications calendar, think about how you will use different channels and which audience(s) should receive your messages. You may only send direct mail a few times a year, but send an e-newsletter once a month and communicate by social media several times a week. You’ll often use a number of different channels when you send a fundraising appeal or promote an event.

Start big by looking at the entire year and then break it down by months and weeks.  You’ll keep adding to your communications calendar throughout the year.

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. Then report back to them with any updates, and thank them for getting involved.

Time of year

Is there something going on during a particular month that’s pertinent to your organization? Perhaps it’s homelessness awareness month.

Thanksgiving, the holidays, and winter can be a difficult time for some people. How can you weave that into a good story to share with your supporters?

News stories

You won’t be able to predict news stories in advance. However, if there’s a hot item in the news right now that’s relevant to the work you do, that could be something to 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’re making a difference, you have stories to tell. Share a story at least once a month. Client success stories are best. You could also profile a board member, volunteer, donor, or staff member.  Be sure to highlight what drew them to your organization.

Keep it up

As you hear about other relevant information, add it to your calendar, so you can stay connected with your supporters throughout the year.

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

Coordinate Your Team with the 2016 LightBox Collaborative Editorial Calendar

Editorial Calendars – Resources for You

How To Create A Story Editorial Calendar

Why Editorial Calendars Help Nonprofits

Photo by Jeff Djevdet http://speedpropertybuyers.co.uk/

Make an Investment in Your Donors

This post was included in the November Nonprofit Blog Carnival: A Call to Abundance

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I know many nonprofits have limited resources.  These can include budget, time, and staff.  I also know it’s hard when you feel you’re barely scraping by.  But there are some areas where you can’t skimp.  Think of it as making an investment in your donors.

Invest in a good database and email service provider

The best ones aren’t free.  Fundraising consultant Pamela Grow gives an example of being told to weed out donor data because the database the organization had was only free if it held less than 500 donor records.

This is crazy.  A better database and email service provider can help you raise more money. You can segment your donors by amount and politely ask them to give a little more in your next appeal – $35 or $50 instead of $25.

A better database can help you with retention. You can personalize your letters and email messages.  No more Dear Friend.  You can welcome new donors and thank donors for their previous support. You can record any personal information, such as conversations you had with a donor and their areas of interest.

Don’t cut corners when it comes to your donor data. Here’s more information to help you find a database and email service provider that’s right for you.

Finding the Right Donor Database for Your Nonprofit

Compare Non-Profit Software

The 4 Best Email Marketing Software for Nonprofits

MailChimp vs Constant Contact: Which Email Marketing Software Reigns Supreme for Small Businesses?

Invest in direct mail

Direct mail is an effective and more personal way to communicate with your donors. Every day we’re barraged with email and social media posts, but receive just a few pieces of postal mail. Your donors will be more likely to see your messages if you send them by mail.

You don’t have to mail that often but aim for at least three or four times a year.  I know it can be expensive, so be smart about what you send. Two to four-page newsletters and annual reports are fine. Lengthy communication will cost more and your donors are less likely to read it.  Remember to also make everything  you send donor-centered.

Plan ahead.  If you have a small staff, you may need to start working on a special Valentine’s mailing right after New Year’s.

Cleaning up your mailing lists will help you avoid costly duplicate mailings. Look into using discounted mailing options, too. Special Prices for Nonprofit Mailers

Invest in thanking your donors

This is so important! Nonprofit organizations tend to do a poor job of thanking their 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.  Get your board involved in making phone calls or writing cards.  Recruit volunteers to help, too.

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.

Create a thank you plan to help you and don’t treat thanking your donors as an afterthought.

Make it work

If you can’t increase your budget, find additional sources of unrestricted funding to cover these costs. You may also be able to find a sponsor or get a print shop to print your thank you cards or annual report pro bono.

Do something. You must make an investment in your donors.

Photo by ota_photos  www.tradingacademy.com   

 

 

Online Giving Should Be Painless

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Even if you mail your appeal letter, many people will donate online. If you’re sending reminders by email and social media, you’ll also include a link to the donation page on your website.

That means online giving on your website needs to be painless. It’s tricky because you want to capture vital information without overwhelming your donors. 7 things that might be killing your donation forms

Use this checklist to make sure your donation page is ready for your online donors.

  • Is it easy to use and navigate?
  • Does it include a strong call to action with the same messages as all your other fundraising appeals?
  • Does it show how the donation will be used and what different amounts will fund?
  • Does it include an option for recurring gifts?
  • Does it have an engaging photo?
  • Does it allow for multiple donors, for example spouses with different last names?
  • Does it include an option for a gift in memory or in honor of someone?
  • Are you capturing mailing addresses, email addresses, and phone numbers?
  • Does it include a check-off box to join your mailing list?
  • Is it also easy to give on a mobile device?  This is crucial. More people are donating on mobile devices now.
  • After someone donates, does it take the person to a thank you landing page and generate a thank you email?
  • Does your homepage include a blurb about your appeal and a prominent Donate button, in case a donor Googles your organization instead of going directly to your donation page?
  • Is the rest of your website up-to-date and engaging? Donors might visit other pages to find out more about your programs or learn how they can volunteer. Is Your Website in Good Shape?

Test it out

Put yourself in your donors’ shoes by donating to your organization online. Try it on a computer, tablet, and mobile phone. Was it painless or did you want to tear your hair out?

Create a memorable thank you experience

If you’ve ever donated online, you know the thank you experience often leaves you with an empty feeling. It doesn’t have to be like that.

Start with an engaging landing page that says You’re amazing! or Thank you, Tom! Include a picture and a short, friendly message. An online donation should also generate an equally engaging thank you email.

You’re not off the hook yet. You still need to thank your donors by mail or with a phone call.

3 Things Your Nonprofit Must Do Well After An Online Donation

The perils of third-party sites

If you use a third-party site, such as PayPal, you don’t have much, if any, control over how the donation page and thank you experience will look and work. To make up for this, you’ll want to send a super-incredible thank you email, followed by something just as incredible by mail or phone.

Be ready

Be sure your website is in good shape for your year-end fundraising campaign. Make it painless for your donors to give online.

Here is more information on creating a great donation page.

19 Ways to Raise More Money From Donation Pages

7 Tips for Your Online Donation Page

Do Annual Reports Make Sense?

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The answer is, it depends. Annual reports take a lot of time to produce and there’s no guarantee your donor will read it. But if you can produce one that’s filled with gratitude and shows your donors how they’re helping you make a difference, then yes an annual report makes sense.

You don’t have to do an annual report, but you do need to share accomplishments with your donors.  Some organizations send short progress reports a couple of times a year or monthly e-updates.

If you do decide you want to produce an annual report, here are a few things to keep in mind.

Your annual report is for your donors

It’s not for your board and you don’t have to do it the same way you’ve always done it. That means it’s time to re-think the massive, boring booklet.

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

Show your donors how much you appreciate them

Donors want to feel good about giving to your nonprofit. Think of this as a gratitude report.

Focus on thanking your donors for their role in helping you make a difference. Get  inspired by some of these examples from Agents of Good. Annual/Gratitude Reports 

How are you making a difference?

Too many annual reports are just boring lists, such as number of clients served, and tend to be one big bragfest.  You need to share specific accomplishments that show how you are making a difference.

Something like this – Thanks to you, 85% of the students in our tutoring program are reading at their grade level or above and now have a better chance of graduating from high school on time.

How You Can Share Accomplishments Without Bragging

Tell a story

Donors love to hear about the people they’re helping.  You can tell a story with words, a photo, or video. Share a success story. For example, Cara, a third grader at Riverside Elementary School, used to get butterflies in her stomach if she had to read aloud in class.  The words didn’t come easy.  Now after weekly tutoring sessions with Alicia, one of our volunteer tutors, her reading is much better and she doesn’t dread reading time.

Make it visual

Your donors are busy and don’t have a lot of 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 Alicia helping Cara with her reading.

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

Be sure your report is readable.  Use at least a 12-point font and black type on a white background.

Write as if you’re having conversation with friend

Most of your donors don’t use words like underserved or at-risk, and neither should you.  Use everyday language such as – With your help, we found affordable housing for over 100 homeless families. Now they no longer have to live in a shelter, motel, or their cars and have a place to call home.

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

Annual reports do make sense if you can create one your donors will want to read.

Click here for more information on annual reports.

Something’s Missing

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As the year-end giving season approaches, you may notice more activity from nonprofits in your mailbox and email inbox.

Take notice. You can learn a lot about what do to and what not to do when you communicate with donors.  Unfortunately, I see too many instances where organizations can do better.  It seems like something’s missing.

After I recently opened a one-page communication from an organization, my reactions were:

Why are you sending me this?

I wasn’t sure of the purpose of the piece. The organization may have been trying to connect before they sent out their year-end appeal, which is great. That’s something you need to do.  They share some accomplishments, so maybe it was sort of a mini annual report.  It wasn’t obvious.

It wasn’t very personal either, and I think a short, warm introduction would have helped.  They could have used the back side if they needed more space.

I’m a donor. Make me feel special.

The only example of donor-centered language was “Your Support of X Organization Makes Our Work Possible!”

They mention the number of donors who supported their work, but there’s no explicit thank you. That’s a must.

Why is what you do important?

Many nonprofits fall short in this area.  The piece included lots of numbers, but not much detail of why what they’re sharing is important. They talk about making a difference, yet there aren’t any specific examples of how they’re doing that.

They state that “more than 50 households have signed up at a new food pantry site.” Why is that important?  What would happen if these families didn’t have access to this food pantry?  Would they go to bed hungry, or have to choose between buying groceries and paying the heating bill?

What does that mean? 

They describe what they do as “X organization addresses critical needs and emerging trends to create an equitable [community}.”  Huh?

Then I received a fundraising email from a different organization, which gave me an empty feeling because:

They never connected during the year.

The only time I supported this organization was when I attended one of their events last March.  They never sent any type of follow up.  This is a huge pet peeve of mine.  If you hold an event, thank your donors, let them know how their support makes a difference and stay in touch throughout the year.

It wasn’t personal.

There was no salutation, and they didn’t thank me for my past support. The appeal lists what a donation will fund, but doesn’t indicate why that’s important.

There’s too much emphasis on the end of the fiscal year.

The email opened with “It’s the end of our fiscal year, please consider donating by midnight September 30 ….” It felt more like Land’s End telling me this is my last chance to get 30% off.

I know your fiscal year is important to you, but it may not mean much to your donors.  What your donors care about is how they can help you make a difference.

As you work on your year-end appeals and other communication, ask:

  • What is the purpose of this letter/email?  Is it to ask for a donation?  Is it to share an update?  Is that clear?
  • Is this donor-centered?
  • Are you showing gratitude, and thanking donors for their past gifts?
  • Is this warm and personal/conversational?
  • Are we letting our donors know why what we do is important?

Don’t let your donors come away thinking something’s missing.

Photo by Nicholas Noyes

Give Your Donors the Royal Treatment

11715533163_0316b42569_zIn my last post, I wrote about the importance of welcoming your new donors and keeping them happy so they won’t leave after one year, as many do. But it’s equally important to show the love to your current donors.

You may think your most valuable donors are the ones who give the most money, but what about the people who have supported your organization for three, five, or even ten years?  These are your valuable donors, considering repeat donor retention rates are about 65%.

Pay attention to your retention

Donor retention often takes a backseat to finding new donors. That doesn’t make much sense since an “easier” way to raise revenue is to get your current donors to give again and give at a higher level.

This won’t happen if you ignore your donors or only communicate when you ask for money. Yes, you’ll need to find new donors, but spend more time keeping the ones you already have.

Before your next big appeal figure out your retention rate A Guide to Donor Retention, and how long each donor has supported you.

This is your first step to help you keep your current donors. Here’s what else you need to do.

Stay on your donors’ good side

I know you’re swamped trying to get your year-end appeal out, but this is not the time to scale back on your donor communication.  Continue to send your newsletter and other updates. Keep them donor-centered.

Send a special note of gratitude this fall, maybe a month or so before you send your year-end appeal.

Get personal

Personalize your appeal letters and thank you letters. Your donors have names, so don’t address them as Dear Friend.

I’m a big fan of the Whiny Donor (@thewhiny donor).  In the following post she describes how she’s been supporting her alma mater for 24 years and in turn received a thank you letter with the salutation Dear [College] Supporter.  That prompted her to stop giving. You’re bound to blow it with a donor or two…This may not happen to you, but why risk it.

Don’t send the same generic letter to everyone. You must recognize past gifts. Thank donors for their past gift in your appeal letter and a repeat gift in your thank you letter.

While on the personal theme, make sure your letters sound like they’re written by a human, not a robot.

Pour on the gratitude

Thank you phone calls and handwritten notes always trump a pre-printed letter.  I realize you may not have the resources to call or send cards to all your donors. Figure out what you can do, but if you have donors that have supported you for more than two years, that s a big deal, and it shouldn’t go unnoticed.

Find board members, other staff, and volunteers to help.  Perhaps you can only call donors who have given for at least three years.

If you do need to send a pre-printed thank you letter, again make it warm and personal.

You’ve only just begun

Stay in touch throughout the year.  Continue to show gratitude and let your donors know how they’re helping you make a difference.

Give your donors the royal treatment, so they’ll stay with you for many years.

Photo by Dennis Jarvis

Roll Out the Red Carpet for Your New Donors

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Did you know that approximately 70% of first-time donors don’t make a second gift? This has to stop. We can do better a better job of keeping our donors. Here’s how.

Do something special for your current first-time donors

Before your next big appeal, make a point to send your first-time donors a short thank you email, postcard, or note card in which you shower them with appreciation and give a specific example of how their support is helping you make difference.

Of course, you should continue to stay connected to all your supporters by showing gratitude and sharing accomplishments.

Create a welcome plan

Your first step after you receive a donation is to thank your donors within 48 hours, preferably with a handwritten note or phone call. Don’t send a boring, generic thank you letter. Take time to create an awesome thank you. Don’t Treat Thanking Your Donors as an Afterthought

Research by fundraising expert Penelope Burk states that first-time donors who receive a thank you call are more likely to donate again and give at a higher level the next year. Get a group of board members and other enthusiastic volunteers to call your new donors, or send them a handwritten thank you card.

*Make sure these are actually new donors. A good database will help you avoid any snafus.*

A week or two after the initial thank you, send out a welcome package. You can do this by mail, email, or a combination of both.

Welcome your new donors. Thank them again and show them other ways they can connect with you. Invite them to subscribe to your newsletter and join you on social media.

Your welcome package can include a warm introductory message and a brochure or fact sheet. You could also direct people to your website for more information about your organization.

Be careful about how much information you send. Donors want to feel welcome not overwhelmed.

I don’t recommend sending unsolicited swag. You could offer your new donors a gift and they can let you know if they want to receive it, but it’s not necessary.

What donors really want from you is to know how they’re helping you make a difference.

New Donor Welcome Kits | Your Next Gift Strategy

How Welcoming is Your Welcome Package?

5 Ways to Wow with Welcome Packs

Who are your new donors?

They could be event attendees, volunteers,or newsletter subscribers. If you know, refer to that in your thank you note or phone call. If not, send a short survey with your welcome package and ask, “How did you hear about us?”

Another question to ask is whether your donors prefer print or electronic communication. Short surveys are also a good way to connect throughout the year. The more you know about your donors the easier it will be to communicate with them.

Keep spreading the love

Keep reaching out to your donors – at least once or twice a month. Show appreciation and update them on your success.

Think of other ways to do something special for your new donors, such as offering tours of your facility or holding an open house.

A huge factor in donor retention is a good donor relations plan that you will carry out regularly as long as your donors support you, which hopefully will be for many years.

Let’s keep working on bringing up those retention rates.  In my next post, I’ll share some ideas to help you keep your longer-term donors.

How to Create an A+ Appeal Letter

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Wow, September is already here. Can you believe how fast the summer went?

If you’re doing a year-end appeal, it’s time to start getting ready for it. One of the most important components is your letter.

You want to create a letter that captures your donors’ attention right away and convinces them to donate. Sounds simple, but it’s not. Here are some ways to ensure an A+ appeal letter.

Make a good first impression

First, you need to get your donor to open your letter. Give some thought to the outer envelope. You could include a teaser such as Learn how you can help Lynn find her own home.

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.

Open with a story

Start your letter with a compelling story. Focus on a person or family and not your organization. Your donors want to hear about the people they’re helping.  For example, you could tell a story about Lynn and her struggle to find affordable housing.

Include a photo

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

Here’s more information on creating stories and photos.

Why You Need to Tell Your Stories

Get Noticed in an Instant With a Visual Story

Don’t bury your ask

Ask for a donation at the beginning of the next paragraph (after the story). Also, ask your current donors if they can give a little more this year.

Phrase your ask like this – We’re so grateful for your previous gift of $50. Could you help us out a little more this time with a gift of $75?

If you’ve been doing a good job of engaging your donors throughout the year, they shouldn’t mind if you ask for a larger gift. BTW, including the amount of your donor’s previous gift is helpful since people often don’t remember what they gave before.

Donors come first

Don’t make your letter all about your organization. Show how you’re making a difference and how much you appreciate your donor’s role in that. Make your donor feel good about supporting your nonprofit.

Share your success

Highlight a few accomplishments from the year and show how you plan to continue your good work with your donor’s help. Remember to stay donor-centered! How You Can Share Accomplishments Without Bragging

Give it the personal touch

Send different letters to people who have donated before and thank them for supporting you. You can also tailor letters to other groups such as lapsed donors, people on your mailing list who haven’t donated yet, event attendees, volunteers, and friends of board members.

Make every effort to do this, especially for donors who have given before. Kick it up a notch for your past donors, so they’ll continue to support you.

Your letter should also have a personal salutation and not be addressed to Dear Friend.

Easy peasy

Include a return envelope with amounts to check off or an envelope and a pledge form. Show what each amount will fund. Here’s an example.

In addition, include a link to a user-friendly donation page on your website. Even if donors receive a letter, they may prefer to donate online.

Offer a monthly or recurring giving option

Monthly gifts can generate more revenue. Encourage your donors to give $10 or $20 a month. If they do, you’re getting gifts over $100 each!

It must be easy to read (or scan)

Use short paragraphs and bulleted lists, along with bold or color for key words, but keep it tasteful. Make it easy to read and scan. Use a simple font and 14-point type.

It’s fine to go over a page, especially if you’re breaking up the text with a photo and short paragraphs, but I wouldn’t go over four pages. You can also add a quote or short testimonial. These can be powerful and it helps break up the narrative.

Have a conversation with a friend

Use a conversational tone and keep out jargon like at-risk youth and underserved communities. Be specific and use everyday language. Refer to your reader as you and use you a lot more than we. How to Perform the “You” Test for Donor-Centered Communications – Do You Pass?

Too many editors spoil the appeal

Generally, the more people you involve in writing your letter, the worse it becomes. 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 go overboard.

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

All’s well that ends well

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

Add a PS

Give some thought to this. People often gravitate to the PS as they scan the letter. Here you could emphasize monthly giving or ask if their company provides matching gifts.

Get your pens out

Include a short handwritten note. Make it relevant to each donor, such as thanking her for a previous donation or letting him know it was nice to see him at a recent event.

Hand sign the letters in blue ink.

Are you ready?

Send out an A+ appeal letter that will capture your donors’ attention and bring you the donations you need. Good luck!

Need some more inspiration? Read on.

8 Reasons Why I Didn’t Respond to Your Fundraising Letter

[INFOGRAPHIC] How To Write An Annual Fundraising Appeal Letter

Photo courtesy of http://www.photos-public-domain.com

How You Can Share Accomplishments Without Bragging

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This post is included in the August 2015  Nonprofit Blog Carnival: Sharing Progress and Communicating Accomplishments 

We all know someone who talks too much about himself or brags about all the wonderful things she’s done.  Once this person gets going, it’s enough to make you want to flee the room.  Imagine your donors having the same reaction when all your communications sound like one big bragfest. You don’t want to be that guy

Of course, you want to share your accomplishments, and it’s possible do it without bragging. Here’s how.

Be donor-centered

You don’t need to tell your donors your organization is great. They wouldn’t have given you money if they didn’t think highly of you.

Let your donors know they’re great because they helped you make a difference for the people or community you serve. Give specific examples.  Because of donors like you, Rachel can sleep in her own bed tonight.

All your communications should be donor or audience-centered.  One way to ensure this is to use the word you more than we or us. Can Your Organization Pass the Donor-Centered Test?

Share a story

Telling a story is a great way to share accomplishments. Whether it’s in the first or third person, you can give a personal account of how you’re making a difference. Remember to focus on the people you serve and keep your organization in the background.

Why You Need to Tell Your Stories

Photos and videos featuring the people you serve is another good way to share accomplishments.

Focus on why

Instead of the usual laundry list you see in annual reports, such as we served over X number of students in our tutoring program, focus on why that’s important, too.  Students in our tutoring program are now reading at their grade level and have a better chance of graduating from high school on time.

Show don’t tell

Too many newsletters and annual reports ramble on about how an organization is number one in such and such, or there was a crisis and Y organization came in to solve it.

Go back to stories and examples.  You can’t ignore your organization all together, but instead of saying we were the first organization to come in and help the earthquake victims, say Thanks to you, residents of the earthquake-ravaged town now have access to clean drinking water and medical care.  How you made a difference is more important than being first or best.

Current donors want to see the results of their gift. Potential donors may be more interested in your reputation, but they also want to see how their donation will make a difference.

A quick checklist

Before you share accomplishments in an appeal letter, thank you letter, newsletter article, social media update, annual report, etc. Ask these questions:

Is this donor/audience-centered?

Are we focusing on the people/community we serve?

Are we showing results?

Are we saying why this important?

Are we bragging too much about ourselves?

Show Appreciation by Holding an Open House

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Are you thanking your donors all year round?  One special way to show appreciation is to hold an open house at your organization. If you can’t hold one on site, have it at a restaurant or other venue.  You may be able to find someone to donate space.

Invite other supporters, too

You could just have an event for donors, but why not invite other supporters such as event attendees, email subscribers and social media followers? This could be a great way to convert these supporters into donors. Also, encourage donors to bring a friend.

Coordinate it with your year-end appeal

Depending on your resources, you may only be able to hold one open house a year.  If you can hold more, that’s great.

A good time to have your open house is before you launch your year-end appeal, so you could hold one sometime between mid-September and early November.

Another option is spring, if you have an appeal then, or you could make it a thank you event.  Winter is tricky, unless you’re fortunate to live somewhere where it doesn’t snow.  July and August are also problematic since that’s vacation time.

Whenever you decide to hold your open house, don’t ask for money at this event.

Keep it informal

No three-course dinners and speeches that drone on.  Hold a gathering where your supporters can drop in after work, and serve something to eat and drink. You may be able to get food and beverages donated or find a sponsor.

Have a brief program.  You could show a video and/or let a client share his/her story. Your executive director or board chair should thank your guests and share some accomplishments and plans for the future.  Again, keep it brief. You don’t want anyone running out the door.

Create some photo displays and have literature available. You could also show a video on a laptop. Offer tours, if that makes sense.

Let your donors and other supporters see the heart and soul of your organization.

Get your board involved

You must have a good turnout from your board. Encourage board members to invite friends and other potential prospects.

Make everyone feel welcome

Don’t stand in the corner talking to your co-workers.  Your staff and board needs to mingle with your guests and make them feel welcome.

You may need to go over your organization’s talking points and brush up on your elevator pitches, so everyone is prepared to talk about what you do and answer questions.

How to Get Everyone in your Organization on the Same Page

Don’t let them get away

Anyone who has taken time out of his/her busy schedule to attend your open house needs to be showered with love.

Collect names and addresses of people who attended and send a thank you note right away. Don’t ask for money (that comes later).

When you do send your next appeal, include a sentence that says, “It was great to see you at our open house.”

Not all your donors will attend your open house,but will appreciate the invitation. Donors and other supporters who do come are showing you they’re interested in your organization.  Keep cultivating them.  This will help ensure they’ll continue to support you.