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Fundraising Tuesday: Building Better Donor Communications Through Technology–3 Tips

May 18, 2021 by Dennis Fischman Leave a Comment

A guest post by Steven Shattuck of Bloomerang

Communicating with your nonprofit’s donors is probably pretty high on your to-do list. After all, communicating with donors and retaining them for the long haul is essential for organizational growth.

It’s much more expensive to acquire new support and replenish lapsed donors than it is to retain your supporters already in your donor database. Bloomerang’s retention guide even explains how a mid-sized organization can make more than $10,000 additional funds simply by increasing their retention rate by 10%.

This guide also discusses the reasons that supporters lapse, according to a study by Adrian Sargeant. It boils down to the idea that better communication can help prevent a large percentage of lapsed support.

reasons donors stopped

So how can you better communicate with your supporters to keep them around for the long term and help your organization grow? The answer is personalization and efficient use of technology. 

In this guide we’ll cover three tech tips that you can use to optimize your communications:

  1. Leverage Donor Segmentation in Your Database
  2. Choose Multiple Communication Platforms
  3. Automate Communications Where Appropriate

1. Leverage Donor Segmentation in Your Database

When was the last time you got a personal letter or email from a friend or colleague? Maybe your best friend knows how much you love cat videos, so she sent you the latest one with a note hoping that it’ll make your day. Or, maybe a colleague sent you a heartfelt thank-you for your work on a recent project. Perhaps it was even a constituent from within your nonprofit organization, explaining how much you impacted their lives.

All of these examples have one thing in common: They’re all incredibly personal. Your best friend used the knowledge she has about you to send the video, your colleague noted a recent action you took to help them, and your constituent discussed the direct impact of your actions. If they didn’t have this information, none of these parties could send as warm a note of appreciation.

Similarly,to communicate effectively with your supporters, you need to know something about them. Share on X

Use your donor database to get more personal

In an ideal world, you would be able to send an individualized message to every supporter in your donor database. However, you’re hard-pressed for time as it is, so that’s just inefficient.

Instead, you should create segments in your donor database that will guide communications, ensuring they’re personalized while also allowing you to work efficiently.  For instance, the most common ways to segment donors are by:

  • Recency. Separate donors who are brand new to the system from those who have been around for a while.
  • Frequency. Consider how often donors give to your organization. For example, monthly donors would be in a different segment from annual ones.
  • Type. How do these donors give to your organization? Do they give at events or online? Alternatively, are they volunteers who give their time?
  • Amount. Your team likely treats major donors and donors who contribute under $100 annually differently. Consider the in-betweens, too, to cover all your bases.
  • Reason. Ask donors why they give to your organization and create supporter segments based on similar answers.
  • Interest. You can reach donors with similar interests with a similar message. This analysis will help you craft the ideal communication messaging.

If you were to send the same newsletter, fundraising appeal, thank-you letters, and event invitations to everyone in your donor database,  those supporters would not remain engaged for long. They’d be getting too much irrelevant information.

Instead of a one-size-fits-all approach to our communications, leverage your donor database to create segments that will help tailor your message and personalize it according to what will best resonate with supporters.

2. Choose Multiple Communication Platforms

Too often, nonprofits take a binary approach to their communication plans. They may say, “It’s the digital age, so we’ve gone entirely digital” or “We’re resistant to new technology and have stuck to old-school methods.” While this may feel more manageable for busy nonprofit staff members, this strategy is actually harmful in the long run. Network for Good conducted a study noting that organizations that dropped to a single marketing channel from multiple ended up also dropping their retention rate by 31.32%.

Therefore, the best approach is to combine these methods and use a multi-channel approach to your communication strategy. 

Consider the number of platforms you engage with every day. You check your email, social media accounts, mailbox, text messages, and probably even more. With so many platforms available, you can make an impact by communicating your message on a number of different channels, all of which will reach your supporters at varying levels of success. However, when they see your branding across these channels, your supporters are more likely to retain the message due to repetitive exposure.

Combine repetitive exposure with well-crafted messaging and your supporters are bound to engage more than if they only received one message on one platform. You might consider communication platforms such as:

    • Email. Email is the bread and butter of a communication strategy.  Plan out automated drip campaigns and solicitations in your email marketing solution, and be sure you can track the records of these interactions in your donor database.
    • Direct mail. Do you get excited when you see you have mail in your mailbox (when it’s not a bill)? Your supporters do too! Hand-written or typed out messages sent through direct mail platforms help support your digital marketing strategies.
    • Social media. Platforms like Facebook and Twitter allow you to give regular updates about your organization’s latest activities. Adjust your messaging to account for the platform you’re using and create groups on these platforms to create a sense of digital community.
    • Your website. This is where your supporters go to learn more about your organization’s mission and often to give to your campaign page. Kanopi’s UX guide explains that “Good [User Experience}, especially on your nonprofit website, will lead to higher retention rates, higher engagement rates, and an overall lower cost for website development and support.” So be sure your site is easy to navigate, offers valuable information, and is well-designed overall.

Of course, you don’t want to take on more than you can handle all at once. Start by adding in one platform at a time so that you can give each one the attention it needs to become a valuable resource for your supporters. You might start by optimizing your website, then creating email drip campaigns, and finally writing several social media posts to engage supporters.

3. Automate Your Communications Where Appropriate

Automation is best used by organizations that have already created a marketing strategy that they’re using before ever automating their communications. Once you’re confident in your marketing strategy, you can start using automation to enhance it. 

Until technology matches human intelligence, we still need fundraisers and marketing specialists to communicate impactfully with supporters.

There are a few worst-case scenarios you want to avoid in the automation process. For example, perhaps you create a drip stream of messages guiding supporters to give to your latest campaign. A new donor donates once and feels good, but before they even receive a thank-you message, they’re entered into the middle of a drip campaign and receive another donation solicitation. That supporter likely will feel like their first contribution wasn’t even acknowledged, much less appreciated.

Poor automation is even more detrimental than no automation, which is why you should optimize your strategy before automating everything you can. Share on X

Some of the optimization opportunities you’ll probably get started with include:

  • Automating the confirmation email for online donations. This won’t replace your additional “thank you” that you’ll personalize later, but it should convey appreciation and act as proof that you did receive the gift.
  • Automating social media posts. Writing many social media posts all at once is a very efficient way to craft these messages. Schedule these posts to go out at specific times, but be sure to check in on them to be sure they’re still relevant before they’re posted.
  • Automating data collection. When you invest in new fundraising solutions, look for integrations or use a tool like Zapier to automate the data collection process. For example, you might automatically save the information about new supporters in your CRM when they give their first donation using an integrated donation page.

Nonprofit software and tech infrastructures are an important part of nonprofit strategies. However, you should also remember that technology can never completely replace a personal fundraising message. By leveraging technology, your goal is to maximize your relationships with supporters rather than ask the computer to do all the work.

 


Steven ShattuckSteven Shattuck is Chief Engagement Officer at Bloomerang and Executive Director of Launch Cause.

A prolific writer and speaker, Steven is a contributor to “Fundraising Principles and Practice: Second Edition” and volunteers his time on the Project Work Group of the Fundraising Effectiveness Project and is an AFP Center for Fundraising Innovation (CFI) committee member.

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Nonprofits and COVID-19: Where and How We Can Help

March 15, 2021 by Dennis Fischman Leave a Comment

A guest post by Mike Barros of Lumaverse

Nonprofits play an integral role in providing resources for COVID-19 relief in their communities. From streamlining appointment registration to managing volunteers through their CRM, there are countless ways charitable organizations are helping in the face of crisis.

Even further, positively communicating with your team and donor base speaks volumes about your appreciation for their efforts. That will positively impact your organization after normal life resumes.

Since the pandemic began in 2020, organizations have used their donor CRM data to contribute to COVID relief efforts in many ways. Specifically, optimized data and communications strategies can help streamline the following operations:

  • Volunteer management
  • Appointment & vaccine scheduling
  • Expressing gratitude and raising morale

Regardless of your organization’s core mission, we’re all serving the greater good in the face of the current social, economic, and healthcare crisis. Read on to find out more about how you can help your community in the face of COVID-19.

Volunteer Management

Volunteer management is the process of finding, engaging, and retaining helpers for a cause. Whether you’re looking for a group to help expedite the COVID testing process or to collect supplies for those out of work, your volunteer management strategy is crucial to your impact on the community.

When looking for help, optimize your data to find out which of your supporters would rather (and can) give money and who would instead give time. For example, if you’re looking to put together a group of volunteers to gather supplies for your local food bank, you can use your data stored by your software to know who you can ask to help. 

For example, your organization can use volunteer management software to keep your team organized and informed when searching for COVID-19 relief volunteers. Your volunteer management software can also help your organization:

  • Build connections for relief efforts into the future
  • Find the right people for your specific cause
  • Deliver data based on your volunteer relationships
  • Manage donations and giving histories

With these features in mind, you’ll have no problem finding and putting together a volunteer base that can serve whichever issue you’re working to solve.

Appointment & Vaccine Scheduling

Scheduling appointments has been a struggle for many organizations during the pandemic due to the overwhelming need for help. This includes helping those who are seeking vaccine and testing appointments. Too often, people eligible for a test or vaccine struggle to get a time slot and receive the help they need.

Efficient scheduling software can help you expedite the fight against COVID-19 in your community. Consider the following benefits you can provide for your supporters with your know-how and powerful appointment scheduling software:

  • Easy-to-use calendar interface
  • Automated email reminders
  • Confirmation receipts
  • Around-the-clock sign up opportunities

With these benefits and more, your organization can help those frustrated with signing up for COVID-19 related appointments and take the load off of those who are already dedicating their lives to providing medical support.

Talk to your local healthcare providers to find out more about how you can help schedule anything from volunteer shifts to appointments. According to  Double the Donation’s guide to coronavirus resources for nonprofits, there are endless ways to get involved in this effort.

Expressing Gratitude and Raising Morale

Last but certainly not least, your organization should provide support for those who support you. Everyone is sacrificing their usual ways of life to help prevent the spread of disease and aid others during this time. On top of this, people have to isolate themselves in their homes and deal with the hardships of our current world. Therefore, showing gratitude is as crucial as ever because it:

  • Encourages repeat giving. Because your supporters have already contributed to your cause in one way or another, they’re highly likely to give again. They’ve already seen how their efforts have positively impacted the community through your outreach and are familiar with your giving process.
  • Increases volunteer retention. When you retain patrons as you continue to pursue your efforts, you’ll have a dependable support base, saving time and money. According to Lumaverse’s guide to volunteer appreciation, supporter retention should be around 40%, and working to increase your retention rate will help your organization secure long-term giving.
  • Expedites future planning. As you retain your supporters, they’ll become your go-to’s for your future needs! No longer will your team have to worry about having enough people to run a fundraising event, so you’ll have people who regularly give time and money.

For example, the TY Thursday column of this blog helps explain how to best appreciate your volunteers in such challenging times. The key takeaway of saying thank you is recognizing that your donor is still giving time, resources, and money to others despite the hardships they may be facing. Some ways to show this can be through outreach, such as:

  • Thank you notes
  • Follow-up input surveys
  • Branded merchandise
  • Sponsor recognition
  • Social media shout-outs

These are just a handful of ways to show gratitude for your generous donors and volunteers. When you strengthen your connections with them, you’ll have a reliable task force to help with relief efforts, especially during the COVID era.

Nonprofits play a considerable role in COVID-19 relief in their communities. Whether they help find volunteers for related tasks, expedite appointment registration, and retain helpers for future endeavors, their impact is immeasurable.

Remember, time, supplies, and financial donations are integral parts of keeping your community afloat during hardships. Be a resource of relief both internally and externally for your organization, and stay safe!


 

Mike Barros LumaverseMike Barros is the President and CEO of Lumaverse Technologies. Before joining the Lumaverse, Mike was the President of Education Brands at Community Brands, the CEO of Diamond Mind, and the Chief Revenue Officer at JackBe. He resides in the DC-Metro area.

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Fundraising Tuesday: If You Do Only One Thing in 2021…

January 5, 2021 by Dennis Fischman Leave a Comment

do one thing

Back when I was in college, a professor told our class, “If you read only one thing this semester, read this….”

He said it every week–about a different book!

Here's the one thing your nonprofit should do in 2021 to raise more money. Share on X

If You Do Only One Thing, Record Donations

I hope you had a great month of December, and the end-of-year donations poured in day after day. But…

Did you just deposit those checks in the bank and forget about them?

Did you just mark those online gifts in your bookkeeping system, so your accountant knows who gave what, but nobody else does?

Aha. Perhaps you made a list of donations, or even put them into a spreadsheet. Congratulations! Except–how easy will it be for you to find out:

  • who gave money in 2019 and not in 2020?
  • who gave more this year and who gave less?
  • who gave once a year, once a quarter, once a month?
  • who moved (or changed their email address) since the last time they made a donation?

Knowing these data will allow you to figure out which lapsed donors you need to try to win back, and which current donors might be candidates to give major gifts (or leave you money in their wills). It will keep you from sending out communications that never reach the people you want to feel appreciated and important.

Knowing these data will make more money for your nonprofit.

If you only do one thing in 2021, start recording your donor information in a donor database or CRM. Find one that works like you think, then use your new technology to make your relationship with your donors more personal. And by the way…

If You Do Only One Thing, Get to Know Your Donors

Good fundraising is relationship fundraising.

Yes, you might occasionally have a windfall. Your issue moves to the center of public attention and a bunch of people give money to you in the heat of the moment.

But for the long term, those people need to feel seen.

Donors don’t want to be the ATM on the wall you hit up when you’re short of cash. They don’t want to be one “dear friend” out of hundreds or thousands you address exactly the same way.

Donors want to know that you know them and value them. They are giving because they want to think of themselves as good people–and you can help them see themselves that way.

If you only do one thing in 2021, find out as much as you can about your donors. Don’t just send them a thank-you note–not even the ideal thank-you letter. That’s a one-way communication. Beyond the letter:

  1. Pick up the phone and call them. Ask them: what are they interested in? Why did they choose to give? What would they like to see happen as a result? (And record all that in your database!)
  2. Send them surveys, a couple of questions at a time, by email.
  3. Research your donors online. Find out what you can about their lives and interests outside of your organization.
  4. Take a look at your followers on social media. Which of them resemble your donors the most? (Those are your best prospects to become new donors!)

Getting to know your donors will let you segment your list into different audiences who care about different things. Recognizing your different audiences will let you send the right messages to the right people at the right time. And that means…

If You Do Only One Thing, Communicate!

Maybe you have a friend or a family member like this: you never see them. You never hear from them. Then one day, your phone rings, or your doorbell, and it’s them. You groan inside, because the only reason they ever show up is to ask for money.

You don’t want to be “that guy” to your donors. You need to show up for them between the times you ask.

If you have them in your database, you can be sure to send the mail or the email to the right address. And if you know which of your audiences they belong to, you can send them content that matters to them personally.

But even in a more broadcast format, like a newsletter or a social media platform, you can share stories, photos, facts, how-to’s, and other content that makes your donors (and prospective donors) glad to hear from you, every time.

If you only do one thing in 2021, communicate more often with your supporters. Aim for a newsletter every month, an email every week, a Facebook post every day, a tweet multiple times a day.

Does that sound like a lot of work? Yes, it is. But:

a) I can find out who your audiences are and what they want, by doing the research for you.

b) I can help you make the right decision about a database that will work for you and make your communications more powerful.

c) I can teach you to turn one story, photo, news article, or quotable quote into multiple ways to reach out and touch your donors.

d) I can show you ways to get the right kind of content delivered to your email inbox every day, so you can re-package it for your audiences.

If you do only one thing different in 2021, make that 'one thing' getting the help you deserve. Share on X

 

 

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