5 Tips to Boost Your Mobile Donor Engagement Levels

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By John Killoran

Donor engagement success is the backbone of so many of your outreach, fundraising, and general strategies so it’s not surprising that it can make or break your mobile fundraising efforts, too.

Engaging your donors through mobile avenues can be a tricky feat so it needs to be thoughtfully considered and examined. You’ll need to know your donors and your organization through and through in order to boost your donor engagement.

Luckily, we’ve crafted 5 tips to take your mobile donor engagement to the next level! Check them out:

  1. Know your donors’ preferred mobile giving method.
  2. Determine the best times to connect with your supporters.
  3. Recognize mobile donation trends.
  4. Send out a survey on your mobile strategies.
  5. Keep your mobile strategies cause-oriented.

If you’re ready to engage and retain your donors through your mobile fundraising and outreach, then let’s dive in!

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1. Know your donors’ preferred mobile giving method.

The better you know your donors, the better you can cater your outreach and fundraising strategies to them and see more instant success.

You can look at your data from previous mobile giving campaigns to know which mobile giving methods your donors like the best.

If you’ve stored this donor data in your donor management or CRM solution, it’ll be easy to find and use, making this an effortless step.

For example, if two of your donors loved donating through your text-to-give solution, you’ll know to send them a text and pique their interest in donating that way again.

On the other hand, if you have a donor who only likes giving through your online donation page, you’ll know to include that donor in your upcoming email campaign that links back to your donation form.

The bottom line: Knowing your donors’ preferences shows them that you value their support and their comfort levels. Be sure to connect supporters with their favorite mobile giving methods.

Bonus! Check out @Pay’s Text-to-Give Guide to learn everything you and your supporters need to know about text giving.

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2. Determine the best times to connect with your supporters.

You’ll also want to turn to your data to determine the best times to interact with your supporters through mobile methods.

You’ll notice most people check social media around noon every day during their lunch break and 6pm on weekdays when they get home from work. That being said, content posted at 12 PM is more likely to have a high amount of views than something posted at 10 AM would.

You’ll want to think about best times for checking social media and peak times for sending emails.

Your organization can also take a look at when your nonprofit website sees the most traffic. This will come in handy so you can coordinate when you send out emails that include a link to your online donation form.

If most people are viewing your site at 7 PM on weeknights, you might schedule your emails to deliver around the same time to encourage even more traffic to your website at the most convenient time for your donors.

The bottom line: You’ll want to interact with your constituents at the best times for them in order to strengthen donor relationships and encourage more donations.

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3. Recognize mobile donation trends.

Now that you know the best times for your organization to reach out to your supporters, you’ll want to figure out some other imperative details like the following:

  • How often they donate to your organization
  • The average amount they give
  • When they have previously donated
  • Which device they like to give from

You might even be able to estimate details about your donors from trends formed by their giving habits.

For example, if your donor gives $20 through text-to-give once a month, you may assume they’re a millennial because millennials are more likely to use text-giving than their parents are.

You won’t want to judge completely based off of their giving trends, however, so don’t forget to do your research on different donors.

You can also add other information fields to learn more about your donors, catering each field to what’s important to your specific nonprofit. For example, you can easily know donors’ ages by adding an optional birthdate information field on your online donation form, but you can also add more personal details like dietary preferences to help plan stewardship events.

With this information on your side, you may even be able to predict when your supporters will donate again because past giving is a great indicator of future giving. Take into consideration donations your supporters have made to other nonprofits, as well, to help find the pattern in their giving history.

The bottom line: Researching your constituents’ mobile donation trends can help you cater your fundraising asks and overall engagement to their liking. Remember that timing is everything and you’ll need to be strategic about when you reach out to donors so you don’t overwhelm them.

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4. Send out a survey for your mobile strategies.

Take into consideration that your donors are crucial elements to your nonprofit’s fundraising, which directly supports your nonprofit’s projects to further your mission.

Your donors are the backbone of your financial support so they’re incredibly important and should be treated as such! Ask your guests for feedback by offering surveys regarding your mobile strategies.

Make sure this survey is short and sweet so it doesn’t take up too much of their time. With the data from these surveys, your organization can see where your mobile outreach and fundraising event methods fell short and where they excelled.

Learning your supporters’ opinions and preferences will help you reshape your mobile strategies to cater to them. This way, you’re optimizing your mobile methods for the most success, whether that be for online fundraising or for strengthening your donor relationships.

Plus, asking your donors for their thoughts on your mobile strategies will prove that you value their opinions and look forward to incorporating their feedback, which is an act of donor stewardship in itself.

You can easily add links to your survey throughout your mobile strategies. For example, within emails, you can include a hyperlink that will redirect donors to your survey. You can do the same for text giving. It’s also important to include your survey on your website so it’s always accessible for donors who want to submit feedback.

The bottom line: Sending out a survey to give your donors a voice and input into your organization proves that you value their opinions and gives you easy ways to reshape your strategies to their liking.

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5. Keep your mobile strategies cause-oriented.

While it’s easy to get swept up in your multi-channeled fundraising or outreach hustle, it’s important to remember that it’s all about your cause.

Keep in mind that donors were originally drawn to your nonprofit organization because they support your cause, which is what you’re ultimately trying to further!

There are a few easy ways to keep your mobile strategies cause-oriented:

  • Focus on your mission statement. Supporters can easily identify your organization’s morals and values through your mission statement and it’s most likely one of the details that will be commonly known throughout your donor base.
  • Always tell donors where their donations are going. No matter what your project is, your organization should sit down and determine where raised funds will really be going. If you’re building a shelter, for example, a $25 donation might go toward nails and hammers whereas a $500 donation would go toward internal plumbing fixtures like a sink.
  • Give your supporters updates. Your supporters are investing in your projects and cause so they’ll want to know how everything is progressing. You can easily send them updates through email or even through text! When communicating through text, you’ll want to make sure to do so sparingly so you don’t overwhelm your donors. You might try sending them a text to sign up for your emails and then simply update them through that channel.

Keeping it cause-oriented reassures your donors that your organization’s heart is in the right place, strengthening your relationship, and perhaps even encouraging larger donations!

The bottom line: Your mobile strategies should always be cause-oriented. Remember to emphasize how much your supporters can help to further your cause and where their money will be put to good use!

Now that you have our top 5 tips to take your mobile donor engagement to the next level, there’s nothing holding you back from forming strong, reliable relationships with your supporters. All that’s left to do is revamp your mobile strategies and get to stewarding!

John Killoran is CEO of @Pay, an exciting new fundraising technology that makes it easy for people to donate in two clicks from text, email, web, and social media sites. John pioneered SMTP payments and has been a major innovator in the mobile payments space for the past 5 years. When he is not running a company, he is cooking food for his family and telling his dogs to stop barking. John Killoran

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Stay in Touch Throughout the Year by Using a Communications Calendar

37251899914_2155c24033_mDonor retention continues to be a problem and one of the reasons is poor communication. Nonprofits don’t communicate with their donors enough. Sometimes the only time we hear from organizations is when they’re asking for donations.

You must communicate with your donors at least once or twice a month throughout the year. If you’re getting stressed out 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.

While this post is primarily about setting up a communications calendar, you also have to share content your donors will be interested in. I’ll write more about that in future posts.

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 or mental health 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?  In addition, think of creative ways to connect at other times of the year such as Valentine’s Day, spring, and back-to-school time.

News stories

There’s a lot going on in the news these days. You won’t be able to predict news stories in advance. However, if there’s a hot item in the news that’s relevant to the work you do, that could be something to share or use as an example of how you’re helping to make a difference for the people/community you serve.

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

This is crucial! Find 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 (either in the first or third person) are best. You could also profile a board member, volunteer, donor, or staff member. Be sure to highlight what drew them to your organization.

Create a story bank to help you with this.

Keep it up

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

Here is more information to help you create a communications/editorial calendar, along with a couple of templates.

How to Create a Nonprofit Editorial Calendar

The Power of a Donor Communications Calendar

Evergreen Editorial Calendar

Editorial Calendars – Resources for You

 

 

How About a Relationship Building Day?

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By now you’ve all heard about GivingTuesday, the annual giving day that takes place the Tuesday after Thanksgiving. We’re saturated with information about participating. Perhaps you’ve participated in the past and it’s been successful or maybe it wasn’t. Perhaps you’re thinking about participating for the first time.

My problem with GivingTuesday and any giving days, for that matter, is they focus too much on getting donations. Many of these donors are first-time donors who don’t give again. That may be because they were drawn into whatever gimmicks the organizations were using to get donations or the organizations failed to build relationships afterward.

Speaking of building relationships, instead of focusing so much time and energy on GivingTuesday, focus more on thanking your donors and building those important relationships.

Building relationships before you send your appeal

I know you have a lot on your plate before a big appeal, but you need to include relationship building in the mix. Send a thank you/update at least a few weeks before your appeal.

Here’s a great example from Reach Out & Read. They sent a postcard with a picture of cute kindergartners and the caption “Meet the Class of 2030!” On the back was a list of accomplishments and it ended with “All because you cared enough to support Reach Out & Read, Thank You!”

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You can do something like this, too. Create a postcard with an engaging photo and show your donors how they helped you make a difference for the people you serve.

You could also send a Thanksgiving card or email. Donors are going to get a lot of appeals from you at year-end or whenever you do an appeal. You also want to use this time to communicate in ways in which you’re not asking for money.

Building relationships instead of participating in GivingTuesday

I’ll let you decide if you want to participate in GivingTuesday or not. You may want to go for a Gratitude or Relationship Building Day instead. #GivingTuesday or #Gratitude Tuesday? Choose!  

I suggest you do your Relationship Building Day on a day other than GivingTuesday because you’ll be competing with a ton of email messages that day and your donors may not see your message.

Building relationships after your appeal and throughout the year

After you’ve sent your appeal, whether it’s on GivingTuesday or any other time, your work is far from over. You need to thank your donors and build relationships throughout the year. We think of these things around Thanksgiving and the end of the year, but most of the time there’s a relationship building drought. Gratitude and Relationship Building Days are just as important in May as they are in November. See if you can do at least one relationship building activity a month, every one to two weeks is even better.

You can build relationships with welcome packets for new donors, heartfelt thank you notes, a thank you video, updates by mail, email, and social media, advocacy alerts, surveys, tours, and open houses. Remember to keep your messages donor-centered and use the channels your donors prefer.

Building good relationships with your donors is the key to keeping them for a long time.

3 Ways To Build Authentic Donor Relationships

Stop Fundraising, Start Relationship-Building

 

Give Your New Donors a Warm Welcome

 

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After you send your year-end appeal, you’ll most likely gain some brand new donors, which is good news. The bad news is over 70% of these first-time donors won’t make a second gift.

Don’t let that happen to you. Nonprofit organizations don’t spend enough time trying to keep their current donors. You want to pay attention to your retention because it’s easier and less expensive to keep your current donors rather than finding new ones.

As you work on your year-end appeal, put together a welcome plan and be ready to shower your new donors with love as soon as their gifts come in.

Give your new donors an extra special thank you

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, staff (especially your executive director), and volunteers to call your new donors, or send them a handwritten thank you card.

If you can’t make phone calls or send a handwritten note, send a thank you letter that specifically recognizes that someone is a new donor.

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

Send a welcome package

A week or two after the initial thank you, send 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.

Send seperate welcome packets to one-time donors and new monthly donors. You could invite new one-time donors to become monthly donors. For monthly donors, send different messages to brand new donors and existing donors who’ve become monthly donors.

How to Welcome New Donors and Keep Them Engaged

What does a new donor welcome pack look like?

Bring-’Em-Close Welcome Packs

Get to know your new donors

Get to know your new donors better. Include a short survey with your welcome packet to find out how they heard about you, what issues are important to them, and if they prefer print or electronic communication. 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.

Give your donors the gift of appreciation

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. You want donors who care about your work, not getting a free coffee mug.

Instead of spending your resources securing premiums, invest in creating thank you cards or making a welcome video.

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

Stay in touch

Don’t let the welcome packet be the last time your donors hear from you until your next appeal. Use a communications calendar to help you plan to stay in touch throughout the year.

Donors stop giving for a variety of reasons, some of which you can’t control. One that you can control is poor or nonexistant communication. Making your new donors feel welcome and staying in touch throughout the year will help you keep your donors.

Here is more information on the importance of treating new donors well.

3 Ways to Make a Lasting Impression with First-Time Donors

10 ways you may be chasing away new donors

Thank You 101

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Many of you may be working on your year-end appeal, which is great, but have you given any thought to how you’ll thank your donors? Thanking your donors after an appeal (and throughout the year) is equally important, yet many organizations leave this as a last minute to-do item and it shows.

You can stand out by taking the time to give your donors a great thank you experience. In my last post, I wrote about Appeal Letter Writing 101. Now let’s continue to get back to basics with Thank You 101.

Start planning now

There are many ways to thank your donors after an appeal – by mail, phone, email, on your website, or a combination of those. Figure out what you’ll be able to do. I highly recommend a handwritten note or phone call. Can you do that for all your donors? If not, maybe you’ll break it down by new donors, long-time donors, or donors who have given a certain amount.

At the very least, your donors should get a letter, even if they’ve donated online. Whatever you decide, get started on the content now.

Make your donor’s day with a handwritten thank you note

I’m a big fan of handwritten thank you notes. They will stand out in your donor’s mailbox. How often do you get a handwritten card?  

Handwritten notes are great in many ways, but one advantage is you don’t have to write that much and it shouldn’t take too long. How to Write 3 Minute Thank You Notes

You could make thank you cards with an engaging photo or buy some nice thank you cards. Get together a team of board members, staff, and volunteers right after your appeal goes out and have a thank you party. Your donors will love it. Here’s a sample note.

Dear Lisa,

Thank you so much for upgrading your gift to $50. This will help us serve more students in our afterschool program. We’re so happy you’ve been a donor these past three years.

Phone calls make a difference, too

Another more personal way to thank your donors is with a phone call. Calling first-time donors is known to improve retention rates. But you could also call long-term donors to make them feel special.

Again, you want to get a team together for a thankathon. This is a great thing for your board to do. You may need to do a short training first. 6 Keys to Rock Thank You Calls and Retain More Donors Here’s a sample phone script.

Hi Steve, this Jennifer Collins and I’m a board member at Helping Hand. Thank you so much for your donation of $50 and welcome to our donor family. Your gift will help us purchase winter coats for homeless children.

Write an awesome letter

If it’s impossible to send handwritten notes or make phone calls, you can still impress your donors with an awesome thank you letter. Many thank you letters are mediocre at best, so you’ll have an advantage if you take some time to create a great, donor-centered letter.

This sounds obvious, but thank you letters are about thanking the donor. Don’t start your letter with On behalf of X organization. If you’re sending it on your letterhead, it should be apparent it’s coming from your organization. Instead, start your letter with Thank you or You just did something amazing.

You also don’t need to explain what your organization does. This is usually done in a braggy way by saying something like As you know, X organization has been doing great work in the community for 20 years. Someone who’s donated to your organization should already be familiar with what you do.

And my biggest pet peeve – Don’t ask for another gift in your thank you letter. You did that in your appeal letter. Nothing diminishes that feel good moment by being asked to give more money again so soon. Remember, you’re supposed to be thanking your donors.

You’ll notice the examples I gave above were personalized – welcoming new donors and recognizing previous gifts and upgrades. You need to do that, too. Send different letters to new donors, renewing donors, donors who’ve upgraded their gifts, and monthly donors. And you must address your donors by name – not Dear Friend.

Let your donors know how their gift is helping you make a difference. Include a brief story or example.

As with all writing, make your letter personal and conversational. Write to the donor using you much more than we, and leave out jargon and any other language your donors won’t understand.

A few other ways to make your letter stand out is to use a colored envelope or include a teaser that says Thank You!  If you can hand address the envelopes and include a handwritten note inside, that will help make it more personal.  You could also include an engaging photo in the letter.

Yes, you do need to include the tax-deductible information, but do that at the end after you wow your donors with your letter. It’s easiest to include this with the thank you letter or email. Then you don’t have to send it again unless your donor requests it.

How to Craft a Killer Thank You Letter

5 Thank You Letters Donors Will Love

Make a good impression with your thank you landing page

Many people donate online. Make this a good experience for your donors.

Your landing page is your first chance to say thank you and it’s usually about as exciting as a Home Depot receipt.

Open with Thank you, Kevin! or You’re amazing!  Include an engaging photo or video and a short, easy to understand description of how the donation will help the people you serve.

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.

5 Thank You Page Best Practices for Any Nonprofit

The thank you email needs to impress your donors, too

Start off by putting Thank You! or You Just Did Something Incredible! in the subject line. This will make your message stand out in your donor’s ever-growing inbox.

Follow the examples above and make it all about gratitude. 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.

Thanking a Donor by Email: Best Practices and Examples

Thank your donors as soon as possible

Show your donors how much you appreciate their gift by thanking them as soon as possible, within 48 hours if you can. You can do this if you have your thank letters/scripts and team ready to go before your appeal goes out. Then each day you get a donation, send out notes/letters or make phone calls. The highest volume will be right after your appeal goes out. Be ready!

I highly recommend putting together a thank you plan, which covers some of the things mentioned in this post as well as the equally important thanking your donors all year round.

How Nonprofit CRM Management Can Improve Donor Stewardship

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By John Killoran

If your organization is looking for ways to amp up your donor stewardship and build better relationships with supporters, look no further than your nonprofit Customer Relationship Management (CRM). That’s right! Your CRM is full of useful management tools that can aid you in cultivating donors.

Unfortunately, many of these features go unnoticed by nonprofits or aren’t used to their full potential. That’s why we’ve created a list of ways your CRM can help take your donor stewardship to the next level.

With the help of your nonprofit CRM, you can improve donor stewardship by:

  1. Tracking important donor data.
  2. Segmenting donors to personalize your outreach.
  3. Hosting more engaging fundraising events.
  4. Managing your membership program.
  5. Forming an effective follow-up strategy.

We’ll dive deeper into each topic to teach you how to use the wonderful CRM tools at your organization’s disposal. Let’s jump right in with the first tip!

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1. Tracking Important Donor Data

At the core of any CRM is the ability to track and record important information about your donors. CRM software can pull together information from all your integrated fundraising tools and record the information into detailed donor profiles.

With information on every constituent in a centralized location, you’ll have a full picture of your supporters along with information on their passions, contact information, involvement in your organization, and much more.

This information can be valuable at every stage of the stewardship process, including when you’re:

  • Welcoming new donors to your nonprofit family. If you already have information about your new donors, use that to your advantage to suggest other ways for them to get involved in your organization.
  • Encouraging supporters to join your membership program. Using what you know about your supporters, you can promote the membership perks that will appeal to them the most.
  • Asking donors to volunteer. Your donor profiles have useful information on your supporters’ geographic location and history with your organization that can be used to motivate them to volunteer at an upcoming event.

In addition to basic information—names, contact information, giving history, etc.—most CRMs allow nonprofits to create custom fields where they can record information that’s specific to their nonprofit’s needs.

For example, if you run a local animal shelter, knowing whether your donors are pet owners may be a valuable piece of information to have, whereas, for a cancer research organization, it will be important to know whether your supporters are cancer survivors or know a loved one battling cancer.

Moreover, if you’re missing crucial constituent data, you can use prospect research to fill in some of the gaps in your donor profiles like occupation, other philanthropic involvement, and much more.  

Keeping a record of your donors’ details will come in handy as we discuss the other ways CRMs can improve donor stewardship. Therefore, it’s crucial that your data is up-to-date and accurate.

Nonprofits can achieve this by “spring cleaning” their donor database annually to catch and correct any mistakes in your data.

Final thought: Have a record of all the information you collect in the form of donor profiles so that you can use that information to build connections with supporters.  

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2. Segmenting Donors To Personalize Your Outreach

Developing genuine relationships with donors is the best way to retain their support. Communicating with supporters is about more than just updating them on various fundraising events or asking for donations; it’s about appealing to your donors’ interests as well.

Think about it this way: by targeting your donors’ interests and passions, you’ll have a better chance of getting a response and engaging your supporters.

With so many donors to track, how do you create more personalized communications?

The simple answer is through your donor management system. If your nonprofit CRM doesn’t have a built-in donor database, Double the Donation has a list of donor management software your organization can use.

Use donor management software to segment your donors into groups based on their:

  • Geographic location.
  • Giving history.
  • Preferred donation method.
  • Hobbies and interests.
  • Donor status (i.e. first-time, recurring, or major gift donor).
  • And so much more!

Dividing your donors into specific categories will help you tailor your communications to a particular group of individuals.

For instance, if you’re hosting a fundraising event, you may only want to promote it to donors who can realistically attend. As such, you might segment your donors by location and only send out information about your event to those who live nearby.

Alternatively, if you’re hosting a peer-to-peer fundraising event, you might want to reach out to your recurring donors first to ask if they want to participate. Since they give to your nonprofit on a regular basis, they may be looking for other ways to get involved in your mission.

When you provide donors with content that is valuable—whether it be based on their interests or location—donors are more likely to read and respond to what you have to say.

Final thought: Segmenting your donors is a great way to tailor your communications to provide content that they will appreciate the most.

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3. Hosting More Engaging Fundraising Events

A huge step in the stewardship process is showing donors that you value their support — not just their donations.

The only way to develop genuine relationships, after all, is by engaging with donors and not always asking for money.

Events, especially ones that require supporter involvement, offer organizations the perfect opportunity to celebrate their donors and get to know them a little better.

Peer-to-peer fundraising is the perfect fundraising event to retain your donors’ support. Plus, many nonprofit CRMs come with additional modules that can assist in the planning and running of your fundraising event.

Peer-to-peer fundraising is when your supporters fundraise on your behalf by asking their friends and family to contribute to your cause. Not only does it give your loyal donors a way to advocate for your cause, but it’s the perfect event to gain new followers.

If you’re searching for a thorough look at peer-to-peer fundraising, BidPal has a complete guide that covers the ins and outs of this online fundraiser.

When donors campaign for your nonprofit and share their reasons for supporting your mission with loved ones, the process can revitalize your supporters passion for your cause.

Additionally, it gives them a way to support your cause that doesn’t require any monetary donations: all you need from your supporters is their time and motivation!

With the help of your CRM software, you can create an engaging peer-to-peer fundraiser with features like:

  • Leaderboards and badges. Add a little friendly competition into the mix with leaderboards and badges. This will motivate your supporters and keep them engaged throughout your event.
  • Fundraising thermometers. Let participants know how far they’ve come with thermometers that update to display the amount of funds each participant has raised.
  • Enhanced communications. Send out additional resources to your participants so that they’re well equipped to ask for donations. Keeping your supporters up-to-date is also a great way to interact with them and answer questions.

Final thought: With the help of your nonprofit CRM, you can create fundraising events that will engage your donors and help them develop closer bonds with your organization.

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4. Managing Your Membership Program

We mentioned membership programs earlier in this post —  and with good reason. Membership programs are an effective way to raise more money, but most importantly, they can be used to help retain supporters.

Membership programs can enhance involvement within a nonprofit organization by offering special perks. These perks might include things like free tickets to fundraising events, updates on projects before anyone else, and much more.

To become a member, donors will contribute a monthly or annual donation in the form of membership fees.

Many nonprofit CRMs come with built-in tools to help your organization manage a membership program by:

  • Building a website for your membership program.
  • Tracking membership fee collection.
  • Creating and automating program communication.
  • Managing perks and benefits.

These factors will help you create a membership program that donors want to participate in. Tasks like renewing memberships will be easy for donors to complete and you’ll be able to stay on top of membership outreach.  

Final thought: Membership programs can be a great asset to your organization, especially if you’re trying to boost your donor stewardship. Use the tools available in your nonprofit CRM to help you manage your program.

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5. Forming An Effective Follow-Up Strategy

Following up with donors is crucial to your stewardship strategy because it allows you to thank donors after they’ve contributed to your cause and provide them with additional ways to stay engaged with your nonprofit.

Many nonprofit CRMs come with tools like email automation, reminders, and tracking metrics to help you craft the perfect follow-up communications. On the other hand, there is plenty of free nonprofit software that may integrate with your CRM.

Let’s go back to segmenting your donors for a second. Knowing which donors contributed to your organization for the first time will be valuable information to know when creating a follow-up strategy.

If a donor is contributing for the first time, you might send additional information along with your acknowledgment letter to welcome them to your organization’s family. For instance, you could send them:

  • A welcome packet with more information on your organization’s history and mission.
  • Links to your social media accounts so that donors can interact with your organization on different channels.
  • Details about any upcoming fundraising events.

This information will have much more value to a first-time donor than to someone who has been contributing to your organization for years.

Alternatively, a donor that has given to your organization multiple times might find more value in learning about your recurring gift options or joining your membership program.

With your CRM, you should be able to set reminders to notify staff when they should send out follow-up emails or letters. Additionally, you can set up automated emails that will go out after a donor completes a specific action like donating on your mobile giving form.

As you may know, following up with donors is the first step in the stewardship process and first impressions matter! Put your best foot forward and engage with donors in a timely and effective manner.

Final thought: Software can help you perfect your follow-up communications. Use features like email automation and segmenting donors to create a great first impression.

With so many ways to boost your donor stewardship, CRMs are more than just data tracking tools. Use your nonprofit CRM to its full advantage to reap the benefits of long-lasting donor relationships!

John Killoran

John Killoran is CEO of @Pay, an exciting new fundraising technology that makes it easy for people to donate in two clicks from text, email, web and social media sites.  John pioneered SMTP payments and has been a major innovator in the mobile payments space for the past 5 years. When he is not running a company, he is cooking food for his family and telling his dogs to stop barking.

Build Relationships With Your Donors by Having an Open House

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Building relationships with your donors is a year-round effort. There are many ways to build relationships. One that’s more personal is having 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, as well? This could be a great way to convert these supporters into donors. Encourage your 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 someplace where it doesn’t snow. And summer’s not good since most people go away on vacation.

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 are a cure for insomnia. 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 looking for a way to escape.

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

Speaking of tours, you could offer them at other times, too. After I became a monthly donor, one organization invited me to arrange a tour.

How to Engage Donors with a Tour

7 Tips to Create an Amazing Donor Cultivation Tour

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 hide in the corner or spend all your time talking to your co-workers. Your staff and board need to mingle with your guests and make them feel welcome.

You may want 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. And that doesn’t mean reciting your mission statement.

Create a Stellar Elevator Pitch for Your Nonprofit Organization

How to Get Everyone in your Organization on the Same Page

Don’t forget about the follow-up

Anyone who has taken time out of her/his busy schedule to attend your open house needs to be showered with love. Nonprofits tend to do a poor job of following up after an event and miss out on a great opportunity to build relationships.

Collect names and addresses of people who attended and send a thank you note right away. This is a good project for your board. 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 them interested and keep building relationships with them! This will help ensure they’ll continue to support you.