It’s Time for a Thank You Plan

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Do you think you’re doing a good job of thanking your donors? Think hard about this, because there’s a good chance you’re not. You may have every intention to, but thanking donors often takes a back seat to fundraising when you should spend equal time doing both.

This is why you need a thank you plan. You probably have a fundraising plan and maybe a donor relations plan, but a specific thank you plan is just as important. Donor retention rates continue to be poor and one reason is donors don’t feel appreciated. Creating 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 often looks more like a boring receipt than something that’s going to make me feel good about making a donation.

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

How to Create Post Donation Thank You Pages That Delight Donors

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 that you received her donation. You still need to thank her by mail or phone (see below).

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

Plan to thank your donors by mail or phone

I’m a firm believer that every donor, no matter how much he’s given or whether he donated online, gets a thank you card or letter mailed to him or receives a phone call.

Try to thank your donors within 48 hours if you can. This shouldn’t be hard to do if you plan to carve out some time to thank your donors each day you get a donation. If you wait too long, you’re not making a good impression.

Instead of sending a generic, boring thank you letter, mail a handwritten card or call your donors. Calling your donors to thank them is something your board can do. It’s often a welcome surprise and can raise retention rates among first-time donors.

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

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

Hi, this is Mike Davis and I’m a board member at the Northside Community Food Bank. I’m calling to thank you for your generous donation of $50. Thanks to you, we can provide a family with a week’s worth of groceries. This is great. We’re seeing more people coming in right now because of cuts to food stamp programs. We really appreciate your support.

If you can’t send handwritten cards or call all your donors, send them a personal and heartfelt letter. Don’t start your letter with “On behalf of X organization we thank you for your donation of….” Open the letter with “You’re incredible” or “Because of you, Tara won’t go to bed hungry tonight.”

Add a personal handwritten note to the letter, preferably something that pertains to that particular donor. For example, if the donor has given before or attended one of your recent events, mention that. Make sure all letters are hand signed.

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.

How to Craft a Killer Thank You Letter

Steal This Thank You Letter! A Sample Donor Thank You Letter for Your Non-Profit

Plan to keep thanking your donors all year round

This is where having a thank you plan makes a difference because organizations usually send some kind of thank you letter after they receive a donation and then donor communication starts to wane after that.

Use your communications calendar to incorporate ways to thank your donors. 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, Valentine’s Day, or mix it up a little and send a note of gratitude in June or September when your donors won’t 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.
  • Invite your donors to connect with you via email and social media. Keep them updated with accomplishments and success stories. Making all your communications donor-centered will help convey an attitude of gratitude. Be sure to keep thanking your donors in your newsletter and social media 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.
  • Hold an open house at your organization or offer tours so your donors can see your nonprofit up close and personal.
  • Keep thinking of other ways to thank your donors.

Creating a thank you plan will make it easier to keep showing appreciation to your donors all year round. If you treat them well, maybe they’ll treat you well the next time you send a fundraising appeal.

Photo via One Way Stock

Don’t Be a Stranger

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I don’t know about you, but I haven’t heard much lately from the nonprofits I support. There’s been a scattering of updates, e-newsletters, action alerts, and appeals. But mostly – silence.

I know it’s quieter time, but that doesn’t mean you need to go AWOL. You should be communicating with your donors at least once a month. In fact, the period between campaigns is an excellent time to reach out. You don’t want to be a stranger. And, since many nonprofits seem to have decided to take a break from donor communication (not a wise decision), your message will be one of the few they’ll receive.

Here are some ways to show your donors that you’re not a stranger.

Share an update

Let your donors know how they’re helping you make a difference. Send something by mail if you can. Maybe a two-page update or infographic postcard. Here’s one of my favorites. Knock it Out of the Park  If it’s impossible to send something by mail right now, you can use email.

Say thank you

Thank your donors just because. Send them a nice thank you card or you can combine a thank you and an update. Have some fun and get creative here. 15 Creative Ways to Thank Donors

Create a better newsletter

You may already keep in touch with your newsletter. Newsletters can be a great way to engage, but before you get too complacent, I have to ask you, Is Your Newsletter Boring? Many of them are, but yours doesn’t have to be.

A good summer project for you is to create a better newsletter. Find some engaging stories to share. Think about what your donors want – Hint – It’s not a lot of bragging. 3 Ways Your Nonprofit Newsletter is Killing You

The general rule for newsletters is a monthly e-newsletter and four quarterly print newsletters. I like to recommend a short (maybe two articles) e-newsletter every two weeks. Our inboxes are overflowing right now. This way you can stay in touch regularly and not bombard people with too much information at once.

Tie in current events

There’s a lot going in the world right now. Will your organization be affected by any of the Trump administration’s policies or proposed budget cuts? Share ways your donors can help – perhaps by contacting their legislators, volunteering, or making a donation.

Focus on relationship building in your appeal

If you’re doing a fundraising appeal this spring, make the main focus relationship building. Thank donors for their past support, share some updates, and show them how their gift will help you make a difference.

Invite long-term donors to join your family of monthly donors. Send a special letter to your lapsed donors letting them know you miss them and want them back.

If you also did a year-end appeal, some of your donors may be reluctant to give again so soon. You certainly can ask for more than one gift a year, but why now?  Don’t just ask for a donation. Make a compelling case and stay focused on relationship building.

Don’t lose momentum

After I made a bunch of monthly gifts last year, several organizations sent me monthly thank you letters either by mail or email. This went on for a couple of months and then it pretty much stopped. Last month I only received two thank you letters. What happened here?

It’s easy to ride on all that year-end energy, but you have to keep it up. Whether it’s thank you letters to monthly donors or e-newsletters, once you start, you can’t stop. What kind of message does that send?  Use a communications calendar to help you communicate regularly.

Your donors want to hear from you throughout the year. Don’t be a stranger.

 

Raising Awareness is Not a Goal

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When you’re putting together your marketing and communications plans, do you include raising awareness as one of your goals? If you do, that’s a problem because raising awareness is not a goal. Raising awareness isn’t necessarily bad. Instead of a goal, think of it as a first step.

Shouting in the wind

Nonprofit consultant Nell Eddington makes this important point “When you attempt to “raise awareness” without a specific and targeted strategy, you are just shouting in the wind.” What Nonprofits Don’t Get About Marketing

Why do you want to raise awareness?

Organizations will say they want people to find out about them or their cause, but why do you want that? Do you want people to donate, volunteer, or contact their legislators? Just knowing about your organization or your cause isn’t enough. You need a call to action.

Raising awareness is not an effective way to fundraise. In this Boston Globe Magazine article We’re all aware of autism; now let’s do something radical by Alysia Abbott, Abbott is trying to make a purchase at a store. While ringing up the sale, the cashier says, “April is Autism Awareness Month. Would you like to make a donation to Autism Speaks?” Not a compelling fundraising pitch. Besides, Abbott is well aware of autism, since her 8-year old son, who is with her at the store, is autistic. Her main concern is to make her purchase and get her “son out of here before he tears apart your store.”

Taking the next steps

Raising awareness doesn’t mean bombarding people with facts and statistics. I learned a lot from Abbott’s story. She offers suggestions of ways to help families who live with autism, ranging from giving encouragement to parents with autistic children to making a donation to an organization that provides service dogs for autistic children and volunteering to become autism buddy.

This what you need to do. Tell a story that will encourage people to take action.

The perils of an awareness month

In this Fundraising is Beautiful podcast The upsides and downsides of holiday-based fundraising, Jeff Brooks and Steven Screen also make the argument that awareness days/months don’t mean that much to donors. The same goes for most holidays, your organization’s anniversary, and that’s it’s your annual appeal.

Donors want you to show them how they can help you make a difference and you don’t need an awareness month to do that.

More doesn’t equal better

It’s tempting to say we want more people to find out about us, but not everyone will be interested in what you do. Your Audience Isn’t Everyone  Press coverage may not help you as much as you’d like. Reach out to people you know will be interested.

Awareness + Call to Action

Don’t get caught in the raising awareness trap. If there’s an awareness month related to your cause, yes, you can acknowledge that, but follow it up with a clear call to action.

 

I Know You’re Busy, But…..

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Having too much to do is the norm at most nonprofits, especially small ones. You may be busy, but what are you saying you don’t have time to do? Are you spending too much time on what’s urgent and not what’s important?

It’s possible to stay on top of things, even if you feel you’re so busy you want to set fire to the paperwork on your desk. One big key is planning.  

Here are a few areas that nonprofits need to make a priority and how you can do that.

Thanking your donors

Many organizations do a poor job of thanking their donors. When you’re working on a fundraising appeal or an event, spend just as much time figuring out how you’ll thank your donors. Sending a handwritten note or making a phone call will make a better impression on your donors than the usual boring, generic thank you letter.

Find board members, staff, and volunteers to help. Recruit them ahead of time so you’re ready to go after an appeal or event. It doesn’t take that much time to write a short note or make a phone call, but it makes a huge difference. Get your team together for a thank-a-thon.

Also, spend some time creating an engaging thank you landing page and thank you email message. But wait, you’re not off the hook. You need to keep thanking your donors throughout the year – at least once a month.  Say Thank You Like You Mean It

Staying in touch with your donors

Your donors want to hear how they’re helping you make a difference, and you need to be in touch with them at least once or twice a month.

A newsletter can be a great way to stay in touch. Setting up a template and using an email service provider can save time and will provide consistency. Perhaps each issue will include a story/profile and some updates. You can plan these ahead of time. Create a story bank and fill it throughout the year.

Make a donor communications plan that could include your newsletter, updates (by mail, email, and social media), thank yous (see above), advocacy alerts, and surveys. A communications calendar will help you with this.

Managing your donor data

Don’t wait until a week before you send an appeal to update your database. Take care of address changes, bounced emails, etc. regularly.

I know it’s tedious, but this is important. Your donors won’t be happy if you misspell their names or send them three pieces of mail because you haven’t bothered to check for duplicate addresses. Managing Your Donor Data: 6 Actionable Tips

Measuring your progress

Make time at least once a quarter to see how you’re doing. Are you meeting your fundraising goals?  Is your spring event worth doing?  Are people reading your e-newsletter?

If something isn’t going well, figure out how you can make improvements or don’t spend your valuable time doing it anymore.

Here’s a sample dashboard you can use to help you measure your progress and figure out if what you’re doing is working. Library of Sample Dashboard Indicators

What’s keeping you busy?

What’s keeping you from taking on these important tasks? Do you really need another meeting?  If so, could you make it shorter?  

Doing a few things well is much better than trying to do too much. When Things Don’t Go As Planned Make time to do what’s important.

Let Go and Freshen Up: Spring Cleaning for Your Nonprofit

The Great Clean-Up

One thing I’ve noticed now that it’s officially spring is the number of articles about spring cleaning and decluttering. For many of us, these types of projects can be overwhelming, especially if we’ve ignored that mutating pile of paperwork or our closets are overflowing with so much stuff we can barely open the door.

As much as I dislike cleaning and organizing, I’m happy once it gets done. Often getting started is the hardest part.

Your nonprofit organization should also do its own version of spring cleaning and decluttering. If you’re feeling reluctant about taking on these so-called cumbersome tasks, just think how happy you’ll be once they get done.

Let’s get started!

Clean up your mailing lists and database

Did you have an influx of address changes, returned mail, and bounced emails after you sent your year-end appeal? This is a good time to clean up and update both your direct mail and email mailing lists.

Don’t wait until right before your next mailing to clean up your donor data. Even though it’s tedious, have someone who’s familiar with your donors (your development director?) go through your mailing lists and database to see if you need to make any additions, changes, and deletions.

Be meticulous. No donor wants to see her name misspelled, be addressed as Mrs. when she prefers Ms., or receive three mailings because you have duplicate records.

Your donor database is an important tool and it needs to be up-to-date and filled with accurate information about your donors.

Letting go

As you clean up your donor database, pay particular attention to your lapsed donors. It may be time to take some of them out of your active donor file. Who are these people?  If they’ve donated in the past, is it likely they’ll donate again? For example, the mother of a former staff member who left five years ago is a good candidate for your inactive file.

Send one more targeted mailing to people who haven’t donated for at least four years. Let them know you miss them and want them back. If you don’t hear anything, let them go. 4 Tips: When to Remove a Lapsed Donor from Your Database

Do the same thing with your email list. It doesn’t make sense to send email to people who don’t respond to it. Give these people a chance to re-engage, and if they’re not even opening your emails, move them to an inactive file. Why Deleting People from Your Email List is a Good Thing

But wait you say, we want as many people in our database and email lists as possible, don’t we?  No, you want people who are still interested your organization. Quality wins over quantity.

You can save money by not mailing to people who aren’t going to support you and aren’t paying attention to you.

Freshen up your messages

Now that you’ve pared down your mailing lists to active donors and supporters, they deserve something good the next time you communicate with them. Will they get that?

Take a good look at your appeal letters, thank you letters, and other content. Have you been using the same stale, old templates for years?  Are your letters all about how great your organization is and filled with jargon?  Are your newsletter articles mind-numbingly boring?

Freshen them up with some donor-centered content. Can Your Organization Pass the Donor-Centered Test?

Don’t put it off too long

Your clutter and dust at home won’t disappear on their own. The longer you ignore it, the worse it gets. The same is true for your nonprofit.

Take on your cleaning and organization projects as soon as you can. You’ll be happy once they’re done.

Why You Need a Communications Calendar

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I hope your year-end fundraising campaign is going well. Fundraising is a year-round effort and after you’ve thanked your donors, you need to make a plan to communicate with them 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.

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?  In addition, think of creative ways to connect on Valentine’s Day, spring, and back-to-school time.

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

This is so important! 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 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 supporters throughout the year.

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

Evergreen Editorial Calendar

2017 Nonprofit Editorial Calendar Template

Editorial Calendars – Resources for You

Why Editorial Calendars Help Nonprofits

Your Appeal is Just The Beginning

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Many of you are immersed in your year-end appeal, but if you think you can rest easy once the letters have gone out, think again. Your work has just begun.

In fact, what comes next is even more important, especially if you want to to keep your donors for a long time.

Do a good job of thanking your donors

I write a lot about the importance of thanking your donors, but I think this bears repeating. 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 the same old boring, generic thank you letter. Take time to create an awesome thank you. Say Thank You Like You Mean It

Create a welcome plan for your new donors

Approximately 70% of first-time donors don’t make a second gift. This is unacceptable. We have to do better.

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 embarrassment.*

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. Get to know your new donors better. Pop in a short survey to find out how they heard about you 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.

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 to Welcome New Donors and Keep Them Engaged

Make your current donors feel special, too

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%.

Imagine how you would feel if you gave to an organization for over five years and they never acknowledge your long-time support.

This is why segmenting your donors and personalizing their correspondence is crucial, so is a good database to help you with this. Let’s Stop Putting Donors Into A Bucket Your donors are individuals and not a collective bunch.

Don’t skimp on donor communication

I know you’re swamped with your year-end appeal right now, 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 your donors Thanksgiving and holiday greetings, either by mail or email. Intersperse your fundraising appeals with messages in which you’re not asking for donations.

Keep spreading the love

Your first New Year’s resolution can be to communicate with your donors more. Keep reaching out to them  – 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 donors, such as offering tours of your facility or holding an open house.

You want to keep your donors for a long time and making them feel good about supporting your organization will help with this.