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For Your Nonprofit, Halloween Was In September

October 24, 2022 by Dennis Fischman Leave a Comment

The lawn was eerie. Long strands of spider web draped over its length, a bat hovering over the withering shrubs, and a gravestone poking up from the dried grass.

The scariest thing was, it was a full month before Halloween!

As you can guess, I’m not a big fan of Halloween in September, or Christmas in October, or back-to-school in July. But you should be–when you’re filling in your communications calendar.

Creating a good message takes time.

It pays to know what you will be saying ahead of time. For that article you want to write or that video you want to record, you may need to find facts, or set up a photo shoot.

You may need to interview someone. How long will it take to schedule that meeting? From experience, I would say: estimate the longest time you can imagine it will take–then double it.

And once you have the facts, the photos, the interviews, the quoteable quotes in hand, you still have to write or edit. You don’t want to do any of that at the last minute.

Schedule that message weeks or even months in advance. Then schedule the steps it will take to create that message. Put them on your calendar.

Your audience needs time to respond, too.

Have you ever received an invitation to attend an event the day after you were supposed to RSVP?

If your message is inviting people to attend an event, to “Call your member of Congress TODAY!,” or to do anything else with a deadline, you need to send it to them well in advance. And you probably have to send it more than once.

That means you have to start creating the message even earlier, and send it out more often. Put time for creating it AND a date for sending it on your communications calendar.

Yes, you can wait until the last minute to create your message and hope inspiration strikes. Yes, you can gamble that your supporters will drop everything to respond to your call to action.

But that’s like Halloween in September. It’s just…scary.

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6 Reasons Your Fundraisers May Be Underperforming

October 4, 2022 by Dennis Fischman Leave a Comment

A guest post by Bonnie Meyer of Meyer Partners

If you’re pouring your heart and soul into raising money for your nonprofit’s cause, it can be frustrating when the amount of effort you put in doesn’t quite match the money raised. Fundraisers underperform from time to time, but sometimes trial and error through testing is the best way to learn what works for your nonprofit.

Keeping up with fundraising trends can be hard to manage, but it can also keep your fundraisers fresh and make sure they appeal to donors. In this article, we’ll cover some of the marketing faux pas that can keep your fundraisers from reaching their full potential, and how to alter your nonprofit marketing strategy to best suit your fundraiser and create a lucrative campaign.

Follow along to learn some of the most common reasons fundraisers underperform, and how to fix them!

1. You don’t have a compelling story

Your organization was founded to support a cause using your core values along the way. According to 360 MatchPro, 90% of millennial donors are motivated to give because of  a compelling mission rather than wanting to support a specific organization. People want to hear your “why” and learn about the driving force behind your organization and fundraisers.

If your fundraiser isn’t tied to a specific project or doesn’t incorporate your core values, then you could be missing out on engaging a crucial audience. Your audience wants to learn about your cause, the work you’re doing, and the people you’re helping. Without those details, your donation requests will feel much less urgent and compelling.

Each fundraiser should have a story to engage your audience and inspire donors to give to your cause. Here are some ways to incorporate storytelling into your fundraising:

  • Include imagery of your volunteers in your promotional materials.
  • Create a fundraiser tagline that highlights your mission.
  • Show the people or places you’ll be helping.
  • Explain how your nonprofit was inspired to aid your cause.

Tie your fundraiser to a concrete project or initiative to give supporters a better understanding of who or what they’re contributions will go toward. If your next fundraiser is just a general fundraiser for your organization, consider planning it around a holiday, giving day, or a themed day related to your cause. This can help you create a message for your campaign that is tied to a story rather than just your nonprofit. Look for days of celebration that could be related to your cause, such as Mother’s Day for a women’s shelter or Earth Day for a climate change nonprofit.

Whether you’re fundraising broadly for your nonprofit or creating a short-term campaign, it is critical to weave storytelling into your strategy. This can help inspire donors and relieve any questions they may have about where your funding goes.

2. Donors don’t understand where their contribution is going

People donate to feel like they are a part of supporting the cause they care about. If they can’t figure out exactly how your organization will use their gift, they may feel less motivated to contribute.

Be specific about current initiatives or projects that your donors’ contributions will go toward. This will give your donors confidence to give and make them feel like your nonprofit is efficient and capable. Follow up with donors after their contribution about how the fundraiser went and the next steps in your project to grow this confidence in your organization and inspire them to stay involved.

3. You don’t show appreciation

Fundraisers without subsequent appreciation campaigns can be discouraging for donors. Without showing how meaningful your donors are to you and your organization, donors may just feel like a cog in the wheel.

Reach out to them with personalized messages to make them feel seen and appreciated. Avoid sending robotic automated messages, as this can make donors feel less valued. Here are some ways to connect with donors on a human level:

  • Include donor names in the communications you send them.
  • Have leadership call mid-size and major donors to personally thank them.
  • Remind donors of how they’re helping your cause and initiatives.
  • Tell them a story about someone who was helped because of their contribution.
  • Follow up quickly after their first donation.
  • Send branded merchandise gifts.
  • Send annual report newsletters highlighting their contributions.

You can also show appreciation for your donors on your website and social media platforms by spotlighting specific donors or providing updates on your projects and programs.

Donors want to feel like they’re making a difference, so be sure to keep them updated on the outcome of the fundraisers they participated in, where the money went, and how it was used. Then, they’ll feel like an important part of the community and will be more likely to give again.

4. Your fundraiser isn’t easily shareable

When potential donors can’t share your campaign or don’t have enough information to spread the word about your fundraiser, your audience may shrink. Reaching out to current and recurring donors can be a great place to start, but if they can’t share their involvement, their networks will be slow to catch on.

People are often excited to share with friends and family about their donation and how they are helping a cause they care about. Think about reaching donors where they are. Try to use communication channels that naturally encourage sharing when promoting your fundraiser, like social media, email, and text messaging.

You can still use traditional communication channels like direct mail and phone calls, but make sure the cost of these methods doesn’t outweigh the funds raised from them.

5. You don’t steward all levels of donors

If your fundraisers are focused on too narrow of an audience, you’re likely missing out on reaching potential donors. Your fundraisers should appeal to a multifaceted audience of donors at every stage of the donor pyramid.

According to Meyer Partners, the donor pyramid has nine levels, ranging from prospective donors to lead donors at the top. To be sure your fundraisers are lucrative, you’ll need to steward donors at each level of the pyramid. This involves the process of recruiting donors, upselling them, and fostering major donor relationships.

Here are some benefits of stewarding different levels of the donor pyramid:

  • Prospective donors. Recruiting new donors means expanding your network of supporters and reaching new individuals who are energized about your cause.
  • Recurring donors. Encouraging existing donors to increase their gifts helps your organization grow financially and increase your donor engagement.
  • Major donors. Creating a healthy dialogue with major donors shows that you value their involvement and want to maintain a strong relationship.

You won’t know when donors may be ready to make the leap to the next level of the donor pyramid if you don’t reach out to them. Whether this is because they’ve developed a stronger affinity for your cause or because of a change in their circumstances that increased their giving capacity, be sure to steward at all levels.

6. You don’t stay up-to-date with trends

Picking arbitrary dates and seasons to host your fundraisers is ultimately a missed opportunity for an otherwise successful fundraiser. Because nonprofits are always in the midst of an active fundraiser or the planning stages of one, you have ample opportunity to learn from each fundraiser. Record and track data about donor engagement, recruitment, retention, and communication. Leverage this valuable information by creating reports and analyzing the data to find donor trends.

Here are some trends to look for in your donor data:

  • Times of the year when donors are more willing to give.
  • Events dates that had more guests attend.
  • Donor response rates on communication channels.
  • Donor retention and donor upsell rates.

In addition to donor trends, be sure to pay attention to the latest nonprofit fundraising trends. Some of the tried and true methods of fundraising have started to fall by the wayside to make room for more convenient or cost-effective methods like online fundraising and corporate gift matching. Make sure your fundraising platforms are efficient and cost effective to truly maximize the potential of your fundraiser.

Regardless of how much time you take to plan your fundraiser, nothing beats knowledge of the industry. Train your fundraising team to ensure they are adequately prepared to speak authoritatively on behalf of your organization and identify the best avenues for fundraising.


Bonnie Meyer head shotBonnie Meyer

Bonnie brings to her role at Meyer Partners more than 30 years of fundraising experience, with a special emphasis in multimedia approaches to new donor acquisition and development. Her expertise encompasses several facets of direct response fundraising, including copy writing and creative direction, market research, strategic planning, and comprehensive results analysis.

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Fundraising Tuesday: 4 Ways to Encourage Legacy Giving Among Your Donors

September 20, 2022 by Dennis Fischman Leave a Comment

A guest post by Karen Houghton, Infinite Giving

What happens to your estate after you die? For many nonprofits, this can be a difficult conversation to bring up with donors. But it’s also one that’s critical—both for the long-term financial health of the nonprofit and to establish a thoughtful legacy for donors.

Legacy giving, also known as planned giving, refers to donations that supporters arrange to go to your nonprofit after their passing. In this guide, we’ll break down four simple ways to encourage legacy giving among your donors, including:

  1. Explain the benefits.
  2. Offer gift options.
  3. Market your legacy giving widely.
  4. Show your gratitude.

Before you start

Before diving in, take time to assess your organization’s current tools and processes as well as your capacity to develop your legacy giving program. 

While a legacy giving program is in reach for nearly every nonprofit, it may take different forms depending on your organization’s size, donor interest, staff availability, long-term planning, and resources. According to Infinite Giving’s guide to nonprofit reserve funds, developing clear fundraising goals and investment plans will save you money and time in the long run.

Explain the benefits.

While donors make donations to support your positive community work, they generally aren’t entirely selfless. Donors have a range of reasons for making a gift—especially if it’s a large one. Because of this, part of encouraging these legacy donations is communicating to donors exactly how their contribution will benefit them and their interests. Share the following primary benefits of planned giving:

  • Building a legacy. As the name suggests, legacy giving can offer donors a chance to be remembered and celebrated for their generosity as your nonprofit honors their contribution in events, speeches, programs, scholarships, or buildings.
  • Earning significant tax breaks. As with other donations, planned gifts can be deducted from your donor’s annual taxes, providing a financial incentive.
  • Controlling where their donation goes. Generally, with average donations, donors tend to give to the organization’s annual fund and have little control over how the nonprofit uses their contribution. However, funds given through wills can include specific guidelines and restrictions that nonprofits must follow.

Additionally, you can share how these legacy gifts will promote your nonprofit’s success. Show potential donors exactly how their gift will aid your organization, support your fiscal stability, and help you plan for the future.

Offer gift options.

Within the category of legacy giving, there is a range of options beyond cash gifts. By making these options clear to donors, you allow them to make a planned gift in the way that best fits their lifestyle and interests. Offer legacy giving options, including:

  • Bequests. Donors list your nonprofit as the recipient of specific funds, stocks, art, or a percentage of an estate in their will.
  • Life insurance. Donors name your nonprofit as a beneficiary of their life insurance policy.
  • IRAs. Donors name your nonprofit as the beneficiary of their employer’s retirement policy.
  • Charitable gift annuities. Donors donate a sizeable monetary gift, and the nonprofit provides them a fixed income for the rest of their life.
  • Retained life estates. Donors gift property to a nonprofit but retain the right to use it during their lifetime.
  • Endowments. Donors can create a named endowment fund, seed it while alive, and add to it upon their passing. It’s a gift that can live for generations to come and gives back to their favorite nonprofit year after year. Endowment creation also helps with the difficulty of legacy giving conversations. It’s not just about what donors do when they die, but the legacy they want to create today.

Ultimately, your legacy giving program will be most successful when you ask your donors what works best for them and tailor the experience around their needs.

Market your legacy giving widely.

The planned giving process is deeply personal, but you can still sensitively promote it as an option to supporters. To reach as many donors as possible, use multiple channels of communication, including:

  • Website
  • Brochures
  • Emails
  • Personal letters
  • Direct mail
  • Social media
  • Google Ads

In many cases, you can leverage free and low-cost tools to spread the word about your legacy giving program. For example, according to Getting Attention, Google’s Ad Grants program “provides eligible nonprofits with $10,000 per month to spend on [digital] ads.”

Even as you promote your program widely, you can still make these promotions feel personal with customized appeals based on your target audience. Leverage the data in your database, including names and previous engagement with your organization, to directly address potential donors. In each appeal, share ways they can learn more, as well as a custom link for those ready to start the donation process.

Show your gratitude.

Thanking and acknowledging a donor’s legacy is an ongoing process that should consist of more than a single expression of gratitude. In addition to the customary follow-up emails post-donation, communicate your appreciation for legacy donors through:

  • Phone calls
  • Thank-you videos
  • Spotlights in newsletter or website
  • Handwritten letters
  • Donor walls
  • Named scholarships
  • Galas and VIP events

Across your communications, make sure you express how grateful you are for donations and remind donors of the impact of their gift with a combination of statistical data, relevant anecdotes, and real-time updates.

Use good tools

To track, plan, and solidify legacy giving opportunities, your nonprofit will also need dedicated tools to manage the journey of your planned giving donors—from your prospect research to your thank-you messages. Look for software that allows you to:

  • Locate new legacy giving prospects.
  • Track planned gift conversations and opportunities.
  • Advertise and accept planned donations.
  • Send automated communications.
  • Grow the value of their gift through nonprofit investing.
  • Show the impact of their donation.

Powerful tools will simplify your back-end process and allow you to focus on developing strong relationships, growing your planned giving program, and raising money for a sustainable future.


Karen Houghton, CEO and Founder of Infinite Giving

Karen Houghton is the CEO of Infinite Giving, a relationship and technology driven Nonprofit Investment Advisor. Karen leverages her deep nonprofit expertise to bring a modern and curated investment experience to nonprofit organizations all over the US. She advocates for organizational sustainability through better financial management, strategic access to curated investment practices for reduced management fees, and increased asset giving.

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