The Top 3 Political Contributions Search Tools

Top 3 Easy and Clever Political Contributions Search Tools

The Importance of Volunteering: Why Donations of Time Are a Path to Giving

Volunteers can offer vital help to your institution and to your alumni community, but the benefits can be even greater for the volunteer. By offering volunteer opportunities, you provide an outlet for alumni to gain experience, develop skills, improve career prospects, meet new people and increase their affinity to your institution. Asking alumni to share something other than money cultivates lasting committed relationships. These deepened relationships, as well as a focus on time versus money can also impact their willingness to eventually donate.

Research helps shed light on the relationship between time and money when it comes to volunteering. A study by Fidelity Charitable* reported that “Eighty-seven percent of volunteers say there is overlap between the organizations they support financially and where they volunteer, with 43 percent describing significant or total overlap with the organizations they support financially and as a volunteer.” It’s unclear which comes first – the volunteering or the donations but they are certainly connected. This report finds that 42% volunteer before they give to an organization; But for the other 58%, it is the other way around.

Another study “The Happiness of Giving: The Time Ask Effective” further substantiates that asking alumni for their time might very well help enhance their giving over time. The study delineates the connection between time and money through a series of experiments in the lab and in the field. This study “examines how a focus on time versus money can lead to two distinct mindsets that impact consumers’ willingness to donate to charitable causes. Their experiments, reveal that asking individuals to think about “how much time they would like to donate” (versus “how much money they would like to donate”) to a charity increases the amount that they ultimately donate to the charity.

Fueling this effect are differential mindsets activated by time versus money: one that leads to the consideration of feelings and emotional meaning derived from an action and another that leads to the consideration of economic utility. Thinking about time activates goals of emotional meaning/well-being and beliefs involving personal happiness. In contrast, thinking about money suppresses such emotional goals and instead activates goals of economic utility and beliefs about attainment of such goals. Consequently, answering a question about one’s intention to volunteer time makes salient the emotional significance of the event, whereby people view charity as a means towards happiness. This mindset in turn leads to a more positive inclination towards giving to charity and hence an increase in actual contributions.

Time to Increase Your Corps of Volunteers?

Since affinity begins while on campus, take advantage of that time to begin cultivating the volunteer spirit. Opportunities to be involved in peer organizations such as clubs, fraternities and sororities, participation in intramurals, community service opportunities, attendance at athletic events, student leadership opportunities and opportunities to interact with alumni all foster engagement. All of these types of actions and activities relate to donations to an alma mater.

Post graduation, reach far and wide for alumni volunteers! Capitalize on the affinity, personal connections and relationships developed during their time with you. Cast a wide net to gain as many volunteers as you can and promote volunteer opportunities through all available channels. Create a broad range of opportunities to help “non-volunteers” get involved. Make it easy to participate. Include some opportunities that may involve long-term commitment, and others that may only take a few minutes of an alums time. Enabling constituents to give in even simple ways can help kindle happiness – and they will feel invested and more willing to engage in the future. It’s never too late to get alumni involved.

Looking for new alumni ambassadors to help swell your volunteer corps? Seek out alums that have been the most involved. Using an online alumni community such as 360Alumni or other similar platforms can help you tap into your “Super Alums”. By viewing analytics that aggregate actions and activities of hyper engaged alumni in a single view (they have joined multiple groups, posted jobs, attended events or reunions, commented on threads, helped with interviews etc) you can easily hone in on these special alums and seek their help. As they are already very active, they are the perfect resource to evangelize the power of participation

Volunteers Will Help You Get It Done!

Setting the connection to donating aside, adding volunteers to your team will help you to accomplish more and free up resources for more robust alumni initiatives. While it may take a bit of extra time to develop and coordinate a wider range of volunteering opportunities, that time is more than paid back through work done and higher levels of engagement.

Consider providing volunteers with tools to help them help you! Online alumni communities and social media groups provide a host of ways to help volunteers connect with fellow alumni – and with you. By providing them with these weapons, you empower them to lead the charge. Now they can post information, answer questions, brainstorm with peers all on your behalf. Encourage them to reach out to fellow alumni and form groups, committees, and dialogue with one another. It’s also a great way for you to support, congratulate and share successes them.

Easy Ways To Get New Alumni Volunteers

  • Provide a wide array of opportunities with varying levels of talent required and time commitments. Examples:
    • Career panel – speaker or panelist
    • Host a student for a 1-day job shadowing
    • Attend a student-to-alumni mentorship event
    • Assist at an alumni event (help with registration; set up chairs etc)
  • Provide options that can be done from home. Examples:
    • Lead a group in your online alumni community on a topic that the alum is passionate about – facilitate discussions and answer questions, online, at a time that’s convenient for them
    • Be an online fundraising ambassador for specific campaigns – promote to your network and facilitate interest and participation online
    • Write blogs, content pieces or promotional materials that relate to alumni interests or initiatives
    • Participate in phone interviews or online discussions via specific groups for prospective students
    • Promote a reunion event within your social network (1-2 posts or more)
  • Provide options that can be done with other alumni (foster networking and sense of community beyond campus). Examples:
    • Join the alumni admission council
    • Serve on a committee
    • Be a reunion committee leader/volunteer, and help promote/manage the online event registration through the online community
    • Lead or join a local chapter – participate in local events
  • Capitalize on a volunteers professional skills. Examples:
    • Invite alumni to join your online mentoring program.
    • Seek out alumni with business experience that could be helpful for job seekers (possibly in specific industries)
    • Request an assist from marketing professionals, graphic designers or copywriters to help promote alumni activities
    • Solicit expertise from alumni event marketers on strategy, logistics, and resources for events
    • Encourage alumni that represent large companies or brands to share their expertise, goods or services for activities, fundraisers, events etc
  • Get social! Use social media to promote your needs and opportunities. Let alumni know how they can make a difference, and show what others are doing (inspiring) . Examples:
    • Use your online alumni community to highlight needs and showcase activities
    • Push out messaging unique to all social channels (Facebook, LinkedIn, Twitter, Alumni Community) regularly; not everyone uses the same channels day-to-day
    • Make it viral – encourage “likes”, “shares” & “tagging”. Ask alumni to please “pass along” volunteer opportunities friend-to-friend

More Volunteers = More Potential Donors

While some may feel awkward soliciting financial donations from volunteers (who have signed on to give through alternate methods), the studies we’ve cited (as well as many others) show that volunteers are already more inclined to give much more than those who don’t volunteer. Volunteers have already demonstrated a commitment of time and energy to your institution showing that they believe in your mission. For this reason, while tracking your volunteer-donors, you may also want to tap them as ambassadors to specific fundraising campaigns they have an affinity to. The key is to provide inspiration to alumni to give of their time and talents, keeping them engaged and feeling good about their involvement.

 

Christina is on a mission to help millions get better jobs, mentorship and professional and personal development through their networks. Since conceiving of 360Alumni in 2012 she’s led the development of the product, architecture, team, client base and overall company direction. Prior to launching 360Alumni and attending NYU Stern School of Business, Christina ran a web development company and created SuperMeets, a SaaS volunteer management tool for swim teams. Christina is a proud Mount Holyoke alumna and mother of two.

Donor Data: Safeguarding Your Nonprofit’s Most Valuable Asset

We hear a lot about Big Data and how it has transformed the way we live, from hyper-targeted digital ads that drive us crazy to finding cures that may save our lives. There’s no doubt about its power to influence and inform.

While you may not consider yourself to be an active user of Big Data from the perspective of marketing, you are in fact, the proprietor of your own massively important set of data: your donor database. Think of all the data you store in your donor database with information regarding your donors, volunteers, and other constituents. The information stored within that database is critical to many daily tasks your organization completes.

While your data set may be small when compared to Amazon or Facebook, it’s likely the most valuable asset your organization has and should be treated accordingly. The quality of your donor list determines whether you can meet your funding goals, and more importantly, whether you can grow.

Imagine for a moment what it would mean to your organization to lose access to your donor list and, subsequently, its donor data. It’s a frightening scenario, but it’s one that can be avoided altogether if you treat your data with the care it deserves.

That care comes in three forms: integrity, safety, and security.

Integrity

Data integrity is all about accuracy and consistency. Here are some questions to ask yourself about your donor database:

  • Do you take care when entering names to make sure the spelling is correct and the salutation is right?
  • Are street addresses up to date?
  • Is your email list scrubbed of bad entries?
  • How do you keep track of your constituents’ preferences for receiving mail from you?
  • How do you know your donors’ interests so you can target your approach?

If you can’t answer these questions with a resounding “yes,” then you may need to spend some time updating the integrity of your donor database.

Additionally, your data probably include codes or tags to help in segmenting your lists for special handling. These fields are also crucial for understanding your results and for ensuring that donor intent is honored. What are the rules for using these codes and tags? Are the rules understood by everyone who touches the data? Are they written down in a procedures manual?
How can you ensure the consistent quality and integrity of your database for years to come?

Here are some best practices to follow:

Designate a data manager. Best practice for good data integrity calls for assigning one staff person the responsibility for keeping the data clean. Only the designated data manager should be permitted to create new codes, tags, and user-defined fields. It is their responsibility to educate all users about how to enter the data correctly. It is also her responsibility to keep a procedures manual up to date.

Keep a procedures manual. For continuity, there’s nothing like good documentation that can be shared with new employees. All staff members should be entering and updating data not just to accomplish their individual jobs, but to ensure that the data is available to be used by everyone, and well into the future, long after they may be gone. That means the understanding of what’s in the data should be broadly shared.

Properly train new volunteers and employees. Whether you have volunteers or employees entering donor data, it’s crucial that the data manager have guidelines in place for training new users in the database. Training will allow new users to ask questions and learn why the data are recorded in a certain way. This combined with the procedures manual will give users a strong foundation for data integrity.

Data that is carefully entered and updated provides a wealth of information for building and nurturing the relationship between each donor and your organization. It’s only by carefully maintaining these relationships that you will be successful at growing the resources that your organization depends on to accomplish your mission.

Safety

Your data is safe if it is backed up on a regular basis. If your data is kept in the cloud, you don’t need to do these backups yourself. However, for peace of mind, be sure that your database software provider has good, reliable backup procedures, even in the cloud.

If your data is stored on desktops and laptops, it is imperative that it be backed up on a regular basis, preferably every night. It only takes one server failure to completely wipe out years of critical data.

Developing a backup plan is fairly simple. It may take a little bit extra time, but if you lose your database and have timely backups, it will be time well spent.

To develop your backup plan, answer the following questions:

  • What’s being backed up? In addition to your donor database, what other information should your organization be regularly backing up?
  • Where’s it being backed up? Backups should be kept in a fire and flood proof safe or taken off site if the database isn’t being backed up in the cloud.
  • How often backups will occur? If possible, nightly backups are the best way to ensure your data remains accurate.
  • Who’s in charge of performing backups? Dedicate one person, whose responsibility it is to ensure these backups happen regularly. If your organization has an IT professional on staff, this should be one of their tasks.
  • Who’s in charge of monitoring the success of these backups? Whether this is the same as the person in charge of the backups or a different person may depend on the size of your organization. If possible, it’s a good idea to have a second person double check the quality and success of the backups.

Security

In a world where big data is big money, it’s imperative that you take the necessary steps to keep your donors’ data safe and private. Your data should be secure from outside hackers and accidental incursions within your office. You probably already use passwords, virus scanners, and firewalls; what else can you do to keep your data secure?

Use multi-factor authentication (MFA) when logging in. If you’ve ever had to type in an authentication code texted to your phone or sent to your email, then you’ve used MFA. If your donor management software offers MFA, make sure it’s enabled for every user.

Lock computers when not in use. Have your employees and volunteers develop the habit of locking their computer when they’re going to be away from their desk for more than a few minutes. This will protect your data from any prying eyes.

Teach employees to detect phishing emails. Believe it or not, there are still very successful phishing emails going around these days and they can wreak havoc on a network if an employee inadvertently downloads a virus through one of these emails. Let workers know how to spot a potential phishing email and, if possible, hold phishing drills to see how many employees still click phishy emails.

Your mission depends on your donors, and you won’t build a solid, lasting relationship with those donors without paying close attention to those little details that live in your donor relationship manager software. Make sure to sweat the small stuff when it comes to your donor data, because it will pay off in the long run.

 

Susan founded Telosa (formerly named TRAC, Inc.) in 1986; in 2017, Telosa merged with Donor Community to become Arreva, where she serves as Chairman of the Board. Prior to starting Telosa, Susan worked as a programmer at Health Computer Services at the University of Minnesota and as an economist at the National Institutes of Health. Susan is currently Chairman of the Board at the David and Lucile Packard Foundation, and is a trustee of the Monterey Bay Aquarium, the Lucile Packard Foundation for Children’s Health and the Packard Humanities Institute. In the past she has served on a number of other boards, including Stanford University and Hewlett-Packard Company. Susan holds an M.S. in computer science from New Mexico School of Mining and Technology, and both an M.B.A. degree and a B.A. in economics from Stanford University.

Optimize your membership application forms with this helpful guide!

Membership Applications: 5 Strategies to Boost Enrollment

Note

Ready to start enrolling more supporters in your membership program? Download our membership applications guide to master enrollment strategies!

Supporters who make it all the way to your membership application are the superstars of your nonprofit. They care about your organization so much that they don’t want to just donate — they want to make a long-term commitment to your mission.

The last thing you want is for your membership application form to be so burdensome that it breaks that momentum. It happens more often than you might think!

To ensure that your nonprofit can bring as many members as possible on board without incident, you need to craft a membership application form that gets your constituents excited about joining, not annoyed at the effort necessary to complete the form.

Not sure where to start? We’ve got you covered with these top five changes you can make to your application form to boost enrollment in your membership program:

  1. Ensure easy access to your membership application.
  2. Implement intuitive formatting on your membership form.
  3. Include the right balance of application form fields to fill out.
  4. Optimize the design of your membership application form.
  5. Follow up with those who complete the membership application.

Ready to revamp your form? Pull up your nonprofit’s membership or association management software, and let’s dive in!


Ensure that your supporters can reach your membership application.

1. Ensure easy access to your membership application.

The most basic hurdle your potential members have to cross before they even reach your membership application is finding it. Why make it hard for them?

Depending on the type of form you’re using, you have a few options for getting it in front of the right supporters:

  • Paper form: Send paper membership application forms in the mail to engaged donors, and ensure you always have some printed out at the ready at your front desk and at any events you host.
  • Online form: Link to your online form in emails, on your website, on your social media profiles, on event registration pages, and on your donation page. Some web-based membership application forms even embed directly into a website or email.

Online forms are much easier for your nonprofit to process, but you might appreciate having paper forms available in some situations (e.g., at fundraising events).

A majority of your members who fill out an online form get to it through your website instead of an email or social media post. You should pay special attention to your membership application’s location on your website. It should be hosted prominently, with its own tab in your main navigation bar, a link in website footer, and a plugin on your membership program information page, like in the following example image:

 

Make your membership application easy to find on your website.

Another highly effective place to include your membership form is your online checkout, especially if members in your nonprofit receive benefits such as discounts or priority registration for events. The right membership management software can integrate your membership application into the checkout process, applying any relevant benefits to the same purchase when membership is added to the cart.

Takeaway: Make sure your supporters can find your membership application without having to search for it.


Make your membership application form as easy to use as possible.

2. Implement intuitive formatting on your membership form.

Once your members land on your form, the challenge becomes keeping them there.

The easier you can make your form to complete, the fewer potential members who will abandon it.

With a paper form, you should make instructions as simple and direct as possible so you don’t have to waste time sending it back or calling to follow up on improperly formatted answers. In as many cases as possible, provide a discrete set of options for applicants to choose from instead of leaving them an empty field to fill out. Checking a box leaves less room for error and wasted administrative time calling to fix the problem.

See how a paper application form formatted with boxes where possible, like the following, would leave less room for error? When your staff is inputting the information from the paper form into your membership management database, they’re less likely to need clarification from the applicant:

Make your membership application as easy as possible to fill out and process later.

An online form offers many more opportunities to make application easy for your members and your administrative team. Your membership application form might be able to support some intuitive features but not others, depending on the software used to build it. If possible, though, you should try to include:

  • Conditional logic. Skip pages or populate information based on answers to previous questions on the form.
  • Auto-population. Fill in information automatically from a donor profile or the supporter’s browser.
  • Long time-out. If your supporters have to leave the form without completing it, make sure they can pick back up later where they left off.

The trick is to collect the information you need without asking too much of your members.

Bonus! These are also great features to include in your membership renewal application. To learn more about membership renewal, head over to Doubleknot’s guide to membership renewal letters.

Takeaway: Don’t make your membership application form too hard to fill out.


Don't discourage potential members by making your membership application too long.

3. Include the right balance of application form fields to fill out.

So what information is it you’re looking for? Since you know the value of a comprehensive member profile for future solicitations, you want to gather as much information as you can about your members from the get-go.

But if you overload your membership application form with too many fields to fill out — especially if you ask for information your members would have to look up instead of knowing off the top of their heads — supporters will simply abandon your form.

Striking the proper balance is key. Ask for enough information to inform your membership engagement strategy, but not too much to deter your supporters from completing the form.

Every nonprofit is different, but chances are, these are the only key pieces of information you actually need to start building a member profile:

  • Contact details (name, mailing address, phone number, email address)
  • Payment information
  • Membership level
  • Chapter affiliation, for larger nonprofits

See how manageable the application form below looks? It fits on one page on a standard laptop screen! With fewer fields to fill out, applicants are much less likely to abandon the process:

Don't overload your membership application form with an intimidating number of fields.

Don’t worry if there are other bits of information you might want to have, such as employment information or the name of who referred the new member to your membership program. You can always follow up later on and gather this information, like when it comes time for membership renewal.

Takeaway: Don’t flood your membership application with too many fields.


Use the design of your membership application form to boost completion rates.

4. Optimize the design of your membership application form.

Now that you know which fields you need to include on your membership form, it’s time to get into the design.

There are a few best practices you should follow no matter how you’re distributing your form, whether that’s on paper or on your website:

  • Brand your application to your nonprofit.
  • Emphasize benefits of membership on the form itself.
  • Keep your form short, no more than one printed page.
  • List contact information for questions that arise.

For online membership application forms, you might want to consider other kinds of design elements. For instance, including a progress bar so supporters can see how far along they are encourages them to complete the application.

Also dedicate some time to mobile optimization. You want your members to be able to complete your form no matter how big or small their screen is.

First, ensure that your form is mobile-responsive — that is, that it will automatically resize itself when displayed on a smaller screen. This mobile view should increase the size of fonts, buttons, and input fields to make it easier to read and click with a finger instead of a cursor. You should also use as many drop-down menus as possible (e.g., state, country, membership level).

Splitting your application into multiple short pages instead of one long page, like in the example below, also helps keep mobile applicants moving through the process:

Design your membership application to optimize it for online and mobile applicants.

If you think you’ll need some outside help with this type of coding, reach out to a nonprofit IT consultant. It’s worth taking more time now to boost your membership program later!

Takeaway: Design your application with online and, especially, mobile views in mind.


Link your membership application to your membership software to make following up easy.

5. Follow up with those who complete the membership application.

Your relationship with your members begins with your membership form, but it doesn’t stop there! You have to show your members that you appreciate their commitment and that your nonprofit is up to the task of managing their membership well.

An integrated membership application form sets your nonprofit up for success from the moment new members hit “submit” by:

  • Sending automatic welcome emails. The right software can pull contact information from the application form and populate the email with your new member’s name and membership level.
  • Populating a member profile. Especially if you provide a member directory and public milestone badges to your members, you should automatically set up a member profile for your new member and send them a link to begin personalizing it.
  • Streamlining payment processing. If you wait to process membership fees, you’ll appear unprofessional to your new members. Link your application form to your chosen payment processing solution to begin the process automatically.

The most effective (and popular!) of these strategies is a welcome email, like the one below:

Follow up by sending a welcome email to individuals who complete your membership application form.

While your membership application form itself can’t send emails or process payments, you can integrate your application form with other features through the right software solution.

Takeaway: Make sure to follow up with your new members right away.


With these membership application form strategies under your belt, you’re ready to overhaul your application and boost participation in your program! Don’t forget to download our free membership application samples below.

For more on membership, check out these additional resources on the topic:

  • Best Membership and Association Management Software. A great membership application is only the beginning of a great membership program’s operations. Make sure you support your program with the best membership and association management software!
  • Doubleknot’s Membership Renewal Letters Guide. Now that you’ve worked on recruitment with your membership application form, it’s time to devote attention to retention with your membership renewal letters. Check out this ultimate guide from Doubleknot for strategies and samples of the perfect membership renewal letter!
  • Doubleknot’s Member Engagement Guide. The team at Doubleknot can help keep your members in your program in more ways than one. Read up on top member engagement strategies with this essential guide for visitor-serving nonprofits like museums, zoos, and science centers!
  • Fundly’s Ways to Enhance Your Membership Renewal Letter. Can’t get enough about membership renewal letters? Head on over to Fundly for examples and tips to help you craft the most effective renewal letter for your membership-based nonprofit.


3 Fundraising Ideas for Nonprofits That Leverage Email Marketing

Want an easy and inexpensive way to generate donations for your nonprofit? Consider email marketing. Online giving is more popular than ever, and email can help support your fundraising efforts.

In fact, nonprofits saw a 10.4% increase in online giving from 2016 to 2017, according to the Blackbaud Index, and email marketing generates roughly one third of online donations for nonprofits.

Stats aside, email is a great way to keep donors, volunteers, and other partners up-to-date on what’s happening within your organization. It makes raising funds for your organization simpler and helps to keep donations coming in on a more consistent basis.

As the year begins to draw to an end, email marketing can help you meet, or even beat, your donation goals. Email is a secret weapon for fundraising– and it’s time to learn how to put it to use.

Campaign Monitor has created 12 Tips Nonprofits Can Use to Get Online Donations as an easy-to-read infographic to help nonprofits. Here are 3 tips from the infographic to help your nonprofit raise more funds:

1. Put Email Campaigns and Social Media Together

Email is a great tool for fundraising, but it works best when paired with social media. Using Facebook, Instagram, Twitter, and Pinterest can get your message in front of the right people. Most social platforms have special accounts for nonprofits, and some, like Facebook, have donation tools too.

For example, The Royal Children’s Hospital uses Facebook to share different stories and occasionally asks directly for donations.

Including social sharing buttons in your emails is a must, and hopefully something you do already. In addition to this, be sure that the content you have in your email and on your social sites is valuable and can be shared on any platform.

For example, American Lung Association sent a thank you email and asked their readers to share their thanks on Facebook and included links to do so. Their Facebook post has the same image, to keep things consistent. This is a great example of using email and Facebook together.

Not all social media should be about donations. Be sure to mix up what your followers see, and give them ways to interact with your organization that doesn’t involve money. They’ll be more receptive to want to donate at a later date if you’re sharing valuable information throughout the year.

2. Optimize Emails for Mobile

It’s pretty safe to say that mobile phones are here to stay, and marketers need to adapt. More emails are opened on mobile devices than on computers these days, so making sure your emails work anywhere they’re viewed is vital.

As a nonprofit, you probably have limited time and staff to spend on emails, which is where mobile-friendly email templates can be a lifesaver. They’re pre-built to look great no matter what size screen they’re viewed on, you just need to add your fabulous content, links and engaging images. Keep your text fairly short, smaller screens means shorter attention spans, but still include the information that’s going to be useful to your readers.

For example, Whale and Dolphin Conservation has a great mobile-friendly email. Their image is eye-catching, the text is short and to the point and they have a great call to action button right in the middle.

California State Parks Foundation also has a good example of a mobile-friendly email. It’s short, has a great image, and right at the top is a donation link. They share the information they need to, but also make sure their readers have the option to donate from their mobile if they want to.

3. Use Compelling Images

A picture is worth a 1,000 words is so true when it comes to email marketing. Your images will make difference to how people view your organization and how they interact with your emails. Including images that tell your story can help get your message across and share your mission, all without words. And since attention spans are pretty short these days, that’s a pretty useful tool for fundraising.

Photos get 53% more likes, 104% more comments and 84% more click-throughs on links than text-based posts on social. Keep that momentum up and use your images on your website, on social media and in your emails for a consistent experience.

Both The Royal Children’s Hospital and The Australian Red Cross use images that convey their message, show who they’re helping, and share what their mission is. Plus they have easy donation buttons in their emails, making it easy for readers to help.

Wrap up

Fundraising online is part of what all nonprofits need to do. Using email marketing makes it much easier to accomplish. You can also use it to stay in touch with donors and volunteers, to share events, and keep them up on how the funds are used. The more people see and interact with your organization, the more likely they are to donate. Use some, or all, of the ideas in 12 Tips Nonprofits Can Use to Get Online Donations infographic and get more donations for your nonprofit.

Author bio

Andrea Robbins is a demand generation marketer at Campaign Monitor. Her favorite things include getting outdoors, a good cup of coffee, and her Siamese kitty. Say hi on Twitter @andirobz

5 Healthcare Fundraising Strategies To Skyrocket Donations

Healthcare fundraising is essential for securing staffing, equipment, and facility upgrades. Exceed your donation goals with these foolproof strategies.

Your healthcare facility works hard to give your community of patients the best care possible, so it’s only fair that you get some of that love and devotion in return — with fundraising!

Healthcare fundraising is instrumental for securing the necessary staffing, equipment, and facility renovations your organization needs to function at maximum capacity.

However, many hospital fundraising teams are, in the dark on how best to rally their supporters and jumpstart a steady flow of donations.

We know how busy your schedules are, so we’ll make this brief: below you’ll find the top five ultimate fundraising strategies that no medical institution can do without!

Let’s take a peek at what’s to come:

  1. Engage healthcare fundraising with corporate philanthropy.
  2. Develop a top grateful patients program for healthcare fundraising.
  3. Host healthcare fundraising meetings about your hospital foundation.
  4. Send targeted healthcare fundraising communications.
  5. Create (and market!) a stellar healthcare fundraising online donation form.

These essential fundraising tactics can save your healthcare facility time, energy, and money so that you can get back to doing what you do best: saving lives!

So take a breather from your daily duties and follow along with us; we promise to make it well worth your while!

Boost your healthcare fundraising by partnering with corporations known for philanthropic work.

1. Engage Healthcare Fundraising With Corporate Philanthropy

Corporate philanthropy has been trending like crazy in recent years, not only to benefit healthcare, nonprofit, education, and other fundraising fields, but also to stir up positive publicity and employee engagement within active companies.

That’s why to get a leg up in your healthcare fundraising feats, it’s always smart to seek a partnership with corporations known for their philanthropic history and variety of giving initiatives.

For healthcare organizations in particular, corporations can give you philanthropic support by:

  • Sponsoring a healthcare-related fundraising event.
  • Promoting their brand on your healthcare fundraising event merchandise.
  • Investing in a capital campaign to raise money for specific hospital needs like new MRI machines or a hiring budget for more nursing staff.
  • In addition, the whole point behind cause marketing is to encourage mutually-beneficial relationships between corporations and fundraising organizations.

For example, the ever-popular Red Nose Day charity collaboration with Walgreens has raised millions of funds to support children in poverty throughout the United States.

On the other hand, if you’d rather team up with a tight-knit community, you can always take inspiration from campaigns like Face of Diabetes which implemented DipJar’s giving kiosks in local Alabama retail stores to encourage credit card donations.

When approaching a corporation for philanthropic support, remember to sell them on a specific cause that’s easier to brand and publicize as well as has a personal connection with the business.

For instance, a company could screen their employees to see if a large percentage of them are affected by a particular health concern or take an employee poll on a medical cause they would be most interested in supporting.

Essentially, the more you frame your pitch to highlight the corporate benefits of your fundraising partnership, the faster you’ll have them on board and committed.

Treat yourself to more phenomenal cause marketing campaigns with our exclusive roundup guaranteed to inspire your healthcare fundraising.

The bottom line: Corporate philanthropy provides an excellent opportunity for you to raise healthcare publicity and funds while shining a positive light on prominent businesses.

Grateful patient programs allow patients to show their gratitude by donating towards healthcare fundraising.

2. Develop a Top Grateful Patients Program for Healthcare Fundraising

Although many hospitals already solicit donations from grateful patients, organizing a program around that specific purpose can do wonders for your healthcare fundraising and donor stewardship.

Grateful patient programs also give patients the opportunity to express their thanks to a physician or facility that played a meaningful role in their treatment.

Not to mention, grateful patient programs can bolster your hospital’s reputation for patient care and attention which in turn can lead to more major donations.

For example, the JFK Medical Center offers an exemplary grateful patient program that allows patients and their families to honor hospital staff, an area of care, or a clinical program with a financial contribution.

In addition, the Boston Children’s Hospital encourages families to honor loved ones with memorial and planned giving opportunities.

While assembling your grateful patient program, consider your answers to the following questions to ensure yours is a success:

  • How will your program be managed? — Develop your program’s prospect research and solicitation pipeline and arrange frequent check-ins with your team members.
  • Who are your grateful patient program team members? — Recruit an integrated healthcare staff including: doctors, nurses, hospital administration, and a development committee with major and planned giving officers.
  • What are your budgetary concerns? — Map out areas of your program that may require more financial need than others.
  • How will you screen prospects and organize donor data? — Invest in top data management software and conduct daily patient screenings to analyze giving factors.
  • What are your recruitment strategies? — Get to know individual patients and work out a personalized solicitation game plan for current and discharged prospects.

Finally, remember to treat your patients as people first and donors second by respecting their healthcare information privacy.

Handle your solicitations with tact by consulting the HIPAA (Health Insurance Portability and Accountability Act) guidelines for getting a patient’s written consent on using their medical data for fundraising or promotional purposes.

For more information on how to launch an influential grateful patient program, master our seven key steps for success!

The bottom line: Curating a powerful grateful patient program can help your hospital efficiently manage prospects and boost healthcare donations.

Support your hospital foundations healthcare fundraising by educating staff and prospects about it.

3. Host Healthcare Fundraising Meetings About Your Hospital Foundation

It’s no secret that when it comes to healthcare fundraising, hospital foundations are essentially your medical institution’s advocates, go-getters, and best friends all rolled into one.

For those of you who may be unfamiliar with the role of a hospital foundation, these nonprofits act independently to generate funds and awareness for local hospital needs. As an isolated entity, these organizations usually have their own fundraising agenda and board of directors separate from the medical facilities they assist.

To give you a better frame of reference, some of the primary duties of a hospital foundation include:

  • Overseeing healthcare donations and hospital endowments.
  • Organizing annual or capital campaigns for general or specific projects.
  • Hosting fundraising events and activities on behalf of a hospital.
  • Providing educational scholarships to up-and-coming healthcare professionals.

Unfortunately, many healthcare patients, donors, and staff are unaware of all the good deeds these important allies perform behind the scenes.

That’s why it’s your obligation as part of your fundraising strategy to give your hospital foundation a hand by hosting informative meetings to showcase their brilliant goals and efforts.

With these meetings or luncheons, your hospital can clarify fundraising options and meet face-to-face with interested prospects. In return, prospects learn more about how to channel their gratitude toward medical programs they’re most passionate about.

From these interactions, hospitals can also determine areas of interest for constructing effective fundraising campaigns or events like charity auctions that address specific healthcare concerns.

The bottom line: Highlight the fundraising efforts of your affiliated hospital foundation with regular, informative donor and prospect meetings.

Tailor your healthcare fundraising strategies by segmenting your donor data.

4. Send Targeted Healthcare Fundraising Communications

Once your medical institution lands a generous donation, you can sever all ties with the donor in question right? The correct answer is “no” but sadly this is often the case for healthcare fundraising teams that fail to prioritize donor stewardship.

That’s why one critical fundraising practice for medical facilities (and all organizations) is to grow prospect and donor relationships by initiating personal healthcare communications.

These exchanges can be a lot easier if your fundraising team segments donors first in your donor management software in order to send only the most valuable information to your loyal supporters.

For example, donors should receive frequent updates on how their gifts have been used to help staff and patients, while prospects should receive news about giving to programs that match their areas of interest (think: a former cancer patient may be particularly interested in supporting a fundraiser for the cancer ward).

Furthermore, former patients should also be informed when their physicians or medical team are honored for fundraising contributions online or at events.

With a variety of digital communications at your fingertips, we aren’t really concerned with which method you choose to reach out to donors. Instead, your main focus should be on connecting donors with your fundraising efforts and, more importantly, emphasizing their value to your organization.

Get the most out of your donor communications by keeping these top tips in mind:

  • Share your healthcare facility’s story or highlight inspiring physician or patient stories.
  • Utilize emotional and eye-catching visual media like photos, videos, and infographics.
  • Provide examples of how a donor’s support directly influenced your healthcare fundraising.
  • Make donors feel a part of something bigger by casting a long-term healthcare fundraising vision.
  • Thank donors as valued members of your team with unique and targeted gestures.
  • Encourage donors to reach out to you with questions or concerns about donating time or funds.

Once again however, take extra care in ensuring all of your healthcare fundraising communications are HIPAA compliant.

The bottom line: Strengthen donor relationships by personalizing your healthcare fundraising updates and endeavors in your direct communications.

Promote healthcare fundraising matching gifts on your online donation forms.

5. Create (and Market!) a Stellar Healthcare Fundraising Online Donation Form

When was the last time your healthcare institution revamped its online donation form? Whether or not it’s been a while, it’s imperative that you understand how much this tool can make or break your healthcare fundraising.

Why Online Donation Forms are Valuable for Fundraising

For starters, online donation forms accomplish a variety of tasks that make your healthcare fundraising efforts outrageously easier like:

  • Reaching a wider audience by offering an accessible and shareable donation option.
  • Collecting donor data to document preferred giving means and average gift amounts.
  • Tracking fundraising results to assess your virtual outreach and completed donations.

In addition, your online donation form can be key to accepting annual fund gifts or capital campaign gifts via a fundraising webpage.

How to Design a Donor-Ready Online Donation Form

When crafting an outstanding online donation form, it’s best to keep the design details as simple as possible to better attract and retain donors such as:

  • Sticking to one page with minimal (yet effective) branding.
  • Limiting the number of steps it takes to complete the form.
  • Optimizing your online donation form for mobile or tablet use.
  • Providing suggested giving amounts to accelerate the process.
  • Allowing donors to share their gifts on social media platforms.

A busy or unresponsive layout can easily deter donors from following through with an online donation. By offering an easy-to-navigate platform and more giving options to fit individual needs, your healthcare institution can make online giving an easy and rewarding donor experience.

How to Attract Corporate Philanthropy With Your Online Donation Form

Once you have a winning design, your healthcare facility can then embed the online donation form into foundation materials like digital brochures, e-newsletters, emails, and more with the URL link.

Better yet, you can even use your online donation form to bring in corporate philanthropy by including a matching gift search tool!

If your healthcare fundraising team is unfamiliar with how to use a matching gift search tool for online donations, don’t sweat it! Simply follow along as we detail the steps for utilizing Double the Donation’s matching gift widget with Mercy Corps:

1. Enter the name of your company employer.

Enter the name of your company employer to discover matching gift opportunities for healthcare fundraising.

Start by searching for your employer to discover whether or not they have a matching gift program in place.

2. If your company is listed, follow the instructions for starting the matching gift process via your online donation form.

Follow your employer's matching gift program instructions to donate towards healthcare fundraising.

Discover your company’s matching gift ratio, types of organizations they assist, and which employees are eligible to participate. You can also review submission deadlines.

3. Click the link to your company’s matching gift request form.

Click the link to your employer's online matching gift form to make a healthcare fundraising donation.

You may have to create an account before you’re allowed to proceed with your virtual matching gift request.

Create a matching gift account with your employer to begin your healthcare fundraising donation.

The bottom line: Make the most of your online donation form with a killer design and matching gift search tool to provide donors the luxury of multiple giving options to your medical institution.


There’s no doubt that healthcare fundraising is a group effort that requires a lot of sweat, creativity, and grit — but with the right fundraising strategy up your sleeve, it can also be fun and rewarding for both your hospital and donors.

Have a blast with your healthcare fundraising by aiming for even bigger donation goals with these powerful tactics!

For more game-changing resources on healthcare fundraising, dive into our additional resources:

MobileCause Matching Gift Integration with Double the Donation

Does your nonprofit use MobileCause for your online donation forms? Are you looking to incorporate matching gift information into both your MobileCause donation pages as well as across your organization’s broader fundraising?

If so then this guide is for you.

Double the Donation’s Relationship with MobileCause:

MobileCause is a popular provider of donation forms and fundraising tools for nonprofits.

Double the Donation is the leading provider of employee matching gift data and tools to nonprofits.

This guide was put together to help organizations who use MobileCause’s donation forms incorporate Double the Donation’s employee matching gift plugin into their fundraising pages and into their primary websites.

Please note that MobileCause and Double the Donation are two separate companies.

Steps to Integrate Double the Donation’s Matching Gift Search Tool with MobileCause:

At risk of stating the obvious, the below steps and screenshots are applicable to organizations which already have an account with Double the Donation (Premium Plan) and MobileCause.

If you don’t have an account with Double the Donation you can learn more about our service or view our annual service fees and start a risk-free trial.

In terms of integrating Double the Donation’s matching gift search tools into your nonprofit’s fundraising strategy there are two primary options.

  1. In the Donation Process (Use MobileCause’s system)
  2. Across Your Other Fundraising Channels (Use your other systems)

Let’s start by looking at how to incorporate Double the Donation’s plugin into MobileCause’s donation forms.

Step #1: Log into your organization’s MobileCause account. Then select “Weblink” under the “App Links” drop down.

MobileCause Integration - Select Website Donation Forms

 

Step #2: Add a Custom Section to your website donation form

MobileCause Matching Gift Integration - Add Custom Section

 

Step #3: Name the Custom Section “Matching Gifts” and position it after the contact information.

MobileCause Matching Gift Integration | Name and Position Custom Section

 

 

Step #4: Navigate to the Matching Gift Section and enter a Section Heading. We recommend “Matching Gifts | Access Forms, Guidelines, and Instructions”.

MobileCause Integration - Enter a Matching Gift Section Heading

 

Step #5: Create a Custom Message field.

MobileCause Matching Gift Integration | Add Custom Message Field

 

Step #6: Add a Field Name of “Matching Gifts” and click on the <> to switch to the source code mode.

MobileCause Matching Gift Integration | Switch to Source Code Editor

 

Step #7: Copy/paste the Double the Donation iframe code from your Double the Donation account management portal into the text box. Please note, you need to use the iframe code option not the standard HTML / Javascript embed option.

MobileCause Matching Gift Integration | Add Double the Donation IFrame Code

We recommend you set the height to be 250. You’ll need to change height=”500″ to height=”250″.

Notes:

  • Access your nonprofit’s matching gift iFrame code by logging into your Double the Donation account at https://doublethedonation.com/members/.
  • Copy the iFrame code from your Double the Donation account and paste it into the weblink receipt page.
  • The code will look similar to the following:
    <iframe src=“https://doublethedonation.com/api/iframe/your-double-the-donation-key” width=“100%” height=“250”></iframe>
    (Don’t forget to that you need to copy the iframe code from your Double the Donation account)

 

Step #8: Save everything and preview your MobileCause donation form.

And voila!

Your donation form now incorporates Double the Donation’s searchable matching gift database so donors can easily access company specific matching gift forms, guidelines, and instructions.

MobileCause Donation Form with Double the Donation Matching Gift Plugin

 

 

Please note: We recommend going through the donation process once on your website to confirm everything is working correctly.

 

Next let’s look at how to incorporate Double the Donation’s matching gift plugin across your broader fundraising

Step #1: Create a dedicated matching gift page on your main website.

Create a dedicated matching gift page on your own website

This is all done by using Double the Donation’s primary matching gift plugin which can be found in your organization’s Double the Donation account management pages. You’ll want to use the following steps:

  1. Log into your Double the Donation account
  2. Access the embed code
  3. Copy the embed code to the dedicated matching gift page on your own site
  4. Our searchable plugin will automatically load

Add Our Matching Gift Search Directly to Your Own Website

Step #2: Direct donors to your dedicated matching gift page across your broader fundraising efforts.

Create a dedicated matching gift page on your own website

This includes in locations such as:

For our complete marketing toolkit which includes suggested marketing locations, downloadable graphics, sample wording, and examples visit https://doublethedonation.com/marketing-matching-gifts/.

Have Questions?

Use one of the following ways to learn more about Double the Donation’s service:

San Francisco Matching Gifts

8 Companies With Matching Gift Programs in San Francisco

Updated 11/17/17.

One of the best ways to connect with corporate giving programs is to find programs that exist in your own backyard.

San Francisco is a major financial hub for Northern California and the San Francisco Bay Area. San Francisco and the surrounding Bay area is home to over 7.5 million people and has a GDP of over $518 billion dollars. The San Francisco Bay area is also host to some of the nation’s best corporate giving programs.

The following are eight companies based in San Francisco with great matching gift programs:

#1 Wells FargoWells Fargo Donation Matching

Wells Fargo was founded in 1852 in the heart of the budding American West. Initially, the banks’ founding capital was only $300,000.  More than 160 years later, the banking giant has generated over $86 billion in revenue.

The company is dedicated to corporate responsibility and has been recognized for its commitment to sustainability, philanthropy, and diversity.

Wells Fargo will match a donation as small as $25 and as large at $6,500. Full-time and part-time employees are eligible to have their donations matched in addition to retirees. Additionally, Wells Fargo donates more than $500,000 in volunteer grants.

Learn more about Wells Fargo’s corporate matching program.

#2 The Gap CorporationGap Matches Employee Donations

The Gap Corporation’s hold on the clothing market expands far beyond its name-sake apparel store. The company owns Banana Republic, Old Navy, Piperlime and Athleta.

In 2010, The Gap spent $16.5 million dollars on employee-driven community investment and matched $2.1 million dollars in employee donations.

The Gap will match donations as small as $25 and as large as $10,000. Employees who donate at least 15 hours of their time are also eligible to receive volunteer grants of $150. The company also encourages teams of employees to volunteer with organizations that serve women or children by offering up to $250 in volunteer grants.

Learn more about The Gap’s corporate matching program.

#3 Visa

Visa Matches Donations from EmployeesVisa Inc. employs over 7,500 individuals and generates over $9 billion in revenue annually. The credit-card giant processes billions of transactions a year totaling trillions of dollars.

Visa has a strong commitment to corporate responsibility and has been a proud sponsor of the Olympics and Paralympics since 1986.

Visa will match employee donations as small as $25 and as large as $5,000. The company encourages employees to volunteer by picking one outstanding member from each region to give a grant of up to $5,000 for the organization they had dedicated the most hours to.

Learn more about Visa’s corporate matching program.

#4 Levi Strauss & Co.

Levi Strauss Employee Donation Programs

Levi Strauss and Co. has been operating out of San Francisco since its creation in 1873. The jean company now employs over 16,000 individuals and generates more than $4 billion in revenue yearly.

Committed to social responsibility, Levi Strauss and Co. has hosted a worldwide day of service for the last decade. Employees from around the world are given the day off to volunteer with local nonprofits. The company also works with its factories located around the world to make the lives of the workers better.

Levi’s will match employee donations as small as $25 and as large as $1,200. The program applies to current and retired employees, as well as part-timers. If a Levi’s employee volunteers for a minimum of 10 hours to a select nonprofit, the company will issue a volunteer grant of up to $2,400.

Learn more about Levi Strauss and Co.’s corporate matching program.

#5 Charles Schwab

charles-schwab-matching-giftCharles Schwab is a San Francisco based company that works hard to make a positive impact on the communities in which they live and work. Last year, Charles Schwab employees volunteered over 30,000 hours to hundreds of nonprofit organizations.

The company matches employee donations as small as $25 and as large as $1,000 at a 1:1 ratio.

Charles Schwab will also give group volunteer grants of up to $1,000.

Learn more about Charles Schwab’s corporate matching program.

#6 Pacific Gas & Electric (PG&E)pgande-matching-gifts

PG&E has several philanthropic programs in place, including STEM education, focuses on economic and community vitality, and environmental education and conservation efforts.

Last year, Pacific Gas & Electric employees volunteered over 75,000 hours to support communities in Northern and Central California and donated $7.3 million, with many of those donations being matched by PG&E, increasing the total by $4 million.

PG&E matches gifts at a minimum of $25 and a maximum of $2,500 at a 1:1 ratio.

Learn more about PG&E’s corporate matching program.

#7 Marin Center for Anxiety and Behavioral Therapy

Marin Center for Anxiety and Behavioral TherapyWhile most of the companies on this list are large companies, we shouldn’t forget about small businesses that offer programs for their employees. A great example is the Marin Center for Anxiety and Behavioral Therapy.

Marin Center for Anxiety and Behavioral Therapy is one of the leading Child Therapy practices in Marin County and San Francisco.

As part of their commitment to giving back, MarinCABT offers an employee matching gift program where they match donations made by full-time employees, part-time employees, and their spouses. MarinCABT will provide matching funds of up to $500 per employee per year. The standard match is at a $1 for $1 rate. If an employee makes a donation to a nonprofit focused on helping those who struggle with anxiety, behavioral issues, child wellness, or other mental health issues, we’ll match donations at a $2 to $1 rate (up to a maximum company contribution of $500).

We encourage anyone who’s a doctor or works for a private therapy practice to use Marin Center for Anxiety and Behavioral Therapy’s matching gift program as an example for your own.

Learn more about Marin Center for Anxiety and Behavioral Therapy’s matching gift program which is available to its employees.

#8 LinkedIn

 

Learn more about LinkedIn’s matching gift program.

Boost your year-end giving results with this helpful infographic.

Top Secrets to Year-End Giving Success [Infographic]

The end of the year is a crucial time for nonprofits. After all, over 25% of total charitable giving takes place between Thanksgiving and New Year’s.

If you’re not sure how to kick your fundraising strategy into high gear this holiday season, we’ve got the tips you need! Just check out MobileCause’s fact-packed year-end giving infographic below to learn everything you need to know.

Find out the secrets to year-end fundraising success with this infographic from Mobilecause.

These top nonprofit technology consulting firms can help your organization use software in a more strategic way.

Top 6 Nonprofit Technology Consulting Firms — Reviewed!

Note

Ready to work with a nonprofit technology consultant? Download our free guide to streamline the process!

For nonprofits of all sizes, technology is crucial. Especially as your organization grows in scale, you’ll need to find software solutions to help you manage donor information, market your campaigns, and track fundraising data. And those are just the basics!

To fully capitalize on your technology, however, you’ll need a smart captain at the helm to guide your efforts and work with you to develop custom solutions that align with your goals and needs.

The answer? A nonprofit technology consultant, of course!

In this post, we’ll introduce you to our favorite nonprofit consultants who specialize in all things technology:

  1. DNL OmniMedia
  2. Whole Whale
  3. Heller Consulting
  4. Idealist Consulting
  5. KELL Partners
  6. Apparo

After checking out our favorite firms, you should be ready to take the first step in finding a trusted technology partner to help you get more from your software solutions.

DNL OmniMedia is our top pick for nonprofit technology consulting.

1. DNL OmniMedia — Our Top Choice for Nonprofit Technology Consulting

Consulting Firm OverviewDNL OmniMedia provides nonprofit technology consulting services including web development, Blackbaud and Salesforce solutions, and more.

A trusted Blackbaud partner and Salesforce solution provider, DNL OmniMedia understands nonprofit software—but more importantly, they understand nonprofits!

With Team DNL on your side, you’ll be able to develop a smarter nonprofit strategy that builds on the use of powerful technology.

Not only can DNL OmniMedia assess your needs and goals, but they’ll also develop software solutions that can bring your vision to life. Through custom web development and design, software configurations, and more, DNL can guide your nonprofit to more strategic fundraising and stewardship in no time.

Nonprofit Technology Services

DNL OmniMedia offers nonprofit-exclusive services including:

  • Technical strategy
  • Software implementation and customization
  • Website development
  • Data migration and clean-up

In addition to their services, DNL also offers custom nonprofit products to expand your Blackbaud Luminate system, including peer-to-peer fundraising and advocacy add-ons.

Nonprofit Technology Portfolio

Team DNL has worked with many different types of nonprofits tackling a variety of nonprofit technology challenges.

From boosting fundraising through custom Blackbaud TeamRaiser donation forms for the North Shore Animal League to designing a one-of-a-kind nonprofit website for the Interlochen Center for the Arts, DNL has proven their expertise for a number of clients.

Check out DNL OmniMedia's nonprofit technology consulting services and products!


Check out these top nonprofit technology consulting firms to find one for your organization.

2. Whole Whale

Consulting Firm OverviewWhole Whale is a nonprofit technology consulting firm specializing in digital strategy.

Whole Whale is a digital agency dedicated to helping nonprofits enhance their strategic use of technology. They’ll help your organization learn valuable skills and implement best practices so that you don’t need to rely on a consultant or third-party administrator. 

To achieve that goal, Whole Whale provides one-on-one consulting services for clients with like-minded missions. On top of their long-term projects, this firm also offers online training courses through Whole Whale University in areas such as social media, Google AdWords, and more.

Nonprofit Technology Services

Whole Whale takes a holistic approach to digital strategy, with key services that include:

  • Google AdWords grants management
  • Google Analytics
  • Web design and development
  • Content marketing

Each Whole Whale project is customized based on nonprofit needs, so you won’t have to worry about getting a canned approach.

Nonprofit Technology Portfolio

Notably, Whole Whale worked with the Malala Fund to improve the nonprofit’s use of Google Analytics for tracking user actions on their site. Following their engagement, the Malala Fund was able to successfully implement Google Analytics on their own, without any ongoing support from a consultant.

Get started with Whole Whale, a nonprofit technology consulting firm, today!


3. Heller Consulting

Consulting Firm OverviewHeller Consulting offers nonprofit technology consulting services for organizations of all sizes and missions.

Since 1996, Heller Consulting has worked exclusively with nonprofits to develop effective strategies in data management, communications, fundraising, and other vital areas.

In particular, the Heller consultants are passionate about working with nonprofits to get more from their CRM systems. With their services, your organization can outline a clear vision for your constituent relationship management, implement and customize your technology, and learn best practices for your software.

Nonprofit Technology Services

Heller Consulting works primarily with nonprofits and higher education institutes, offering a variety of technology services such as: 

  • CRM strategy and design
  • CRM implementation
  • Online fundraising strategy
  • Google Analytics

In addition, Heller Consulting maintains an active blog on their website to help organizations continue gaining and sharing knowledge about nonprofit technology.

Nonprofit Technology Portfolio

Heller Consulting has worked with nonprofit clients in multiple sectors, including advocacy, healthcare, higher education, and social services. Some of their past engagements include the ASPCA, Make a Wish National Foundation, and the Lincoln Park Zoo.

You can check out their website for more information on recent projects and case studies detailing their work with specific software solutions, such as the Salesforce Community Cloud.

Learn more about the nonprofit technology consulting services offered by Heller Consulting.


4. Idealist Consulting

Consulting Firm Overview Idealist Consulting offers nonprofit technology consulting services as well as general digital consulting for all types of organizations.

With about 60% of their clients being nonprofits, Idealist Consulting specializes in Salesforce and marketing automation consulting. They can help you build out a custom Salesforce experience that works for your organization, with strategic app integrations and personalized configurations.

Idealist Consulting works with organizations to get more from the Salesforce system and raise funds and awareness for their cause. Their four-step consulting process always concludes with increased impact made possible through strategic technology implementation.

Nonprofit Technology Services

Idealist Consulting offers services that build on your existing technology and online presence through:

  • Salesforce CRM development
  • Email marketing automation
  • Online form optimization
  • Salesforce application integration

On top of all of that, Idealist can also work with you to build out a custom Salesforce app of your own!

Nonprofit Technology Portfolio

Among their other nonprofit and for-profit clients, Idealist Consulting worked with The Banfield Foundation, an animal welfare organization, to move their data to the Salesforce Nonprofit Success Pack for improved fundraising and donor data management.

By learning how to track small donations more effectively in Salesforce, The Banfield Foundation increased their online donations by over 300%! Idealist Consulting also developed custom fields within their CRM and helped them generate unique reports showing donor trends and demographics.

See if Idealist Consulting's nonprofit technology consulting approach is right for you.


5. KELL Partners

Consulting Firm Overview KELL Partners is a nonprofit technology consulting firm offering unique products and software solutions.

As a Salesforce Premium Partner, KELL Partners strives to remove the confusion from the nonprofit data management and fundraising experience.

With KELL, you’ll have access to a full suite of services specific to the Salesforce Nonprofit Success Pack. Their team of strategic consultants can analyze your data and current practices and develop a path forward that helps you achieve your goals, no matter how simple or complex they may be. 

Nonprofit Technology Services

KELL can lend their expertise to every phase of the nonprofit Salesforce experience, helping you with:

  • Data manipulation and migration
  • Systems integration
  • Application development
  • Web development

With their KELL360 plan, the KELL team can build out a system of must-have integrations to take your baseline CRM to a whole new level.

Nonprofit Technology Portfolio

KELL Partners helped the New Orleans Area Habitat for Humanity centralize the data they’d been storing across multiple fundraising and volunteer management systems using Salesforce. With a newly integrated system, the nonprofit was able to see fuller picture of their constituents and more effectively design engagement strategies for each supporter.

See more of the case study here!

Check out KELL Partners for your nonprofit technology consulting needs.


6. Apparo

Consulting Firm Overview Apparo offers volunteer nonprofit technology consulting services to empower local nonprofits in the Charlotte, North Carolina area.

Apparo seeks to “empower nonprofits through technology that enhances their missions.” They provide volunteer nonprofit technology consulting to organizations of all sizes and skill levels in the Charlotte, North Carolina, community. 

All of Apparo’s consulting services are individualized and unique to the organization. They’ll get to know your organization so they can most aptly pinpoint challenges and areas for improvement before working to push your mission forward.

Nonprofit Technology Services

Apparo’s consulting team offers a wide variety of free nonprofit services, including:

  • Basic Microsoft coaching
  • Nonprofit technology panels and forums
  • One-on-one technology assessments
  • Training groups

As a nonprofit themselves, Apparo is dedicated to helping philanthropic organizations within their community. Their volunteer consultants can help organizations with almost anything, from selecting the right software to learning the most up-to-date best practices in the nonprofit tech community.

Nonprofit Technology Portfolio

Apparo’s many success stories include the Carolina Raptor Center, a nonprofit working to rehabilitate and release injured birds. Prior to working with Apparo, the Center relied on paper tracking and Excel spreadsheets for all of their volunteer information, costing them time and data.

With Apparo, the Center was able implement more strategic software that reduced paperwork and increased their supporter engagement possibilities across the board.

Check out Apparo to see if their nonprofit technology consulting services can help your organization grow.


Once you find the right nonprofit technology consulting, implementing and using your software will be easier (and more effective) than ever before.

Check out these resources for more help with your nonprofit software:

  • More Nonprofit Consulting Firms. From fundraising consultants to IT consulting and more, this comprehensive page will introduce you to even more great nonprofit consultants with a variety of specialties. Check it out!
  • Best Technology Solutions for Nonprofits. A nonprofit technology consultant can help you take your software to the next level, but if you’re not sure what software solutions to get started with, this helpful post from DNL OmniMedia can guide you.
  • Top Blackbaud Partners. Looking for nonprofit technology consultants with Blackbaud expertise? Want to expand your Blackbaud products with integrations? @Pay’s got a list of solutions (and solution providers) for you.