A Deep Dive into Marketing Volunteer Time Off for Nonprofits

A Deep Dive into Marketing Volunteer Time Off for Nonprofits

Paid Volunteer Time Off (VTO) programs continue to gain traction as companies boost their CSR while engaging employees in meaningful community activities. These initiatives not only reflect a company’s commitment to social impact but also empower organizations to make the most of their volunteer base. However, despite the growing prevalence of VTO, there’s a significant knowledge gap regarding workplace giving initiatives⁠—even among eligible supporters. And that’s where a well-thought-out plan for marketing volunteer time off to your audience will come in handy!

In this post, we’ll dive into the world of Volunteer Time Off for nonprofits and share key recommendations for effectively promoting VTO. Here’s what we’ll cover:

Read on to explore the transformative impact corporate volunteer initiatives like these can have on your organization, its mission, and your community as a whole.

Let’s get started!

What Is Volunteer Time Off?

Volunteer Time Off (which is also referred to as VTO, paid-release volunteer time, or employer-sponsored volunteerism) is a unique benefit that allows employees to spend typical work hours volunteering with charitable causes. This type of program supplies additional time off, above and beyond any existing vacation or sick leave, and is specifically designated for team members to participate in volunteer activities.

Marketing volunteer time off programs - example dashboard

VTO programs vary among companies in terms of eligibility criteria, time off granted, submission processes, and more. Some companies offer a set number of VTO hours per year, while others allow employees to use VTO on a flexible basis. The types of volunteer activities permitted can also range from community service projects to skills-based volunteerism and more.

Why Does Marketing Volunteer Time Off Matter?

As a form of corporate partnership, the purpose of Volunteer Time Off is multi-fold. First, the programs enable companies to demonstrate commitment to social responsibility and engage employees in meaningful ways. At the same time, employees are presented with a unique opportunity to give back to their communities and support their favorite causes—like yours⁠—without missing a day’s wages. This fulfills individuals’ desires to make a positive impact and fosters a sense of purpose in their work inside and outside the office.

For nonprofits, the availability of volunteer time off widens the prospective supporter pool, incentivizing individual involvement and significantly increasing engagement. However, many employees are unaware of the VTO programs offered by their employers, leading to a missed opportunity for companies and nonprofits alike.

That’s why marketing the programs is so essential, and why organizations like yours are taking increasingly proactive steps to drive awareness among their audiences. When done well, simply highlighting VTO opportunities in donor- and volunteer-facing materials will allow you to bridge the knowledge gap and unlock a new avenue for community involvement.

Get 360MatchPro to assist with marketing volunteer time off and other corporate incentives.

10 Top Strategies For Marketing Volunteer Time Off at Your Org

Crafting a Volunteer Time Off marketing plan is essential for organizations looking to supercharge volunteerism and engage supporters with corporate incentives. So, how, specifically, will you increase awareness of the programs among your audience to maximize participation? We recommend implementing the following strategies and best practices in your efforts.

1. Establish Volunteer Time Off metrics and KPIs to track.

When it comes to marketing just about anything⁠—including volunteer time off⁠ and other corporate giving programs—determining which KPIs⁠ (or Key Performance Indicators⁠) your team will track is an essential first step. Implementing the appropriate metrics in your promotional plan allows you to measure the effectiveness of your VTO program and identify opportunities for improvement in your strategy.

These might include:

  • Volunteer participation rates
  • Number of existing volunteers using VTO
  • Number of first-time volunteers using VTO
  • Total number of hours donated through VTO programs
  • Average number of VTO hours used by volunteers
  • Number of companies offering VTO for your volunteers
  • VTO volunteer retention rate
  • Tangible project impact
  • Digital engagement (email clicks, social media likes, etc.)

By tracking these indicators and more, you can supercharge your efforts with data-driven decisions, demonstrate the program’s value to stakeholders, and optimize volunteer engagement. And that will set you up for successful marketing as you begin promoting the opportunities to supporters.

By tracking these indicators and more, you can supercharge your efforts with data-driven decisions, demonstrate the program’s value to stakeholders, and optimize volunteer engagement. And that will set you up for successful marketing as you begin promoting the opportunities to supporters.

P.S. It’s easy to track these metrics and more with 360MatchPro Volunteer Hub!

2. Look at examples of other organizations’ VTO marketing efforts.

If your organization has yet to begin promoting volunteer time off to your audience, it can be a bit overwhelming if you’re not sure where to start. Fortunately, studying successful examples from your peers and other organizations’ VTO marketing efforts can provide valuable insights and inspiration.

Take a look at the following web pages from two nonprofits sharing information about Volunteer Time Off programs with their supporters:

Example #1

Example of an organization marketing volunteer time off

Example #2

Example of an organization marketing volunteer time off

Each one provides an essential overview of the opportunity, and analyzing their strategies can help identify best practices, innovative ideas, and common pitfalls to avoid.

3. Provide an overview of VTO basics on your nonprofit website.

As the examples showcase above, one of the best ways to promote volunteer time off to your supporters is to share information about the programs on your nonprofit or school’s website. After all, your website is an invaluable resource for volunteers and donors looking to get further involved with your organization. It makes sense for VTO to be a featured opportunity!

If you already have a Volunteers’ page on your site, be sure to add a blurb about Volunteer Time Off there⁠—along with instructions on how individuals can locate their companies’ guidelines. You can also include information on your workplace giving or “Ways to Give” pages or even dedicate a brand new page to all things VTO.

Regardless, a clear and concise overview can serve as an essential incentive for volunteer engagement. By making this information easily accessible on your site, you can educate visitors, encourage more individuals to take advantage of VTO, and reduce barriers to participation.

Top tip: Once you have VTO content live on your website, use Google’s Ad Grants program to promote the page to a wider audience at no cost!

4. Share impact-focused volunteer time off content on social media.

Another way to spread the word about Volunteer Time Off programs is by sharing information from your organization’s social media profiles. For the best results, the content you publish should highlight the benefits of volunteerism on your cause and emphasize the convenience with which individuals can support your efforts.

Try scheduling a combination of informational content, mission impact stories, volunteer testimonials, statistics and research, participating companies, step-by-step instructions, and more. Across all your posts, keep in mind platform-specific best practices, such as regarding multimedia materials, hashtags, linking strategies, and more.

Remember: Social media is a powerful tool. Use it to show supporters how they can do even more to move your mission forward in tangible, hands-on ways. As a result, you can amplify your organization’s message, attract new supporters, and build a growing community around your cause.

5. Source employment information from volunteers and donors.

In order to locate opportunities for supporters to take VTO while volunteering with your cause, you’ll need access to their employment data. It should be a no-brainer that you’ll want to know where your volunteers work⁠. However, you shouldn’t overlook the VTO potential of your donors, either! Most organizations’ donors and volunteers overlap by a significant amount⁠—and volunteer incentives like VTO can help encourage even more donors to give their time.

So, how can you get the information if it’s not already available? One of the easiest ways is to request employment data directly within your volunteer registration forms, donation pages, and more. However, other identification methods may include the usage of a matching gift company search toolemail domain screeningdata appends service, and more.

6. Inform volunteers about VTO opportunities within onboarding.

Make sure volunteers are familiar with the idea of volunteer time off from the start of their engagement to ensure available opportunities do not go unclaimed. For this, we recommend incorporating VTO information directly within the onboarding or training processes.

This approach helps set expectations, drives immediate engagement, and encourages volunteers to see if they qualify. Early education about VTO can also enhance volunteer retention and satisfaction by making it easy for eligible supporters to get paid while supporting your cause!

7. Send personalized follow-ups after volunteer activities.

Personalized follow-ups help build a stronger relationship between each volunteer and the nonprofits they support, thus increasing the likelihood of ongoing engagement and retention. As you begin implementing a plan for marketing volunteer time off for your cause, you don’t want to overlook the power of personalized communication.

Here’s how this can work:

Let’s say your organization gains a new volunteer who works for Warner Media, which you know offers a generous amount of VTO. After the individual’s first volunteer shift, you decide to send a tailored thank-you note. The note should demonstrate your appreciation of the individual’s support and remind them about their company’s volunteer incentives.

When the individual reads the message, they’re ultimately inspired to complete the request process for their employer to count their hours toward the Volunteer Time Off program.

If you have access to program guidelines or submission instructions, that information can help simplify the experience for your volunteer, too!

8. Encourage VTO-eligible supporters to organize group events.

One of the most impactful ways to promote volunteer time off is by leaning into word-of-mouth marketing. To demonstrate the value, let’s say the same volunteer continues supporting your organization with their VTO. You already know the individual works for a company that offers volunteer time off for its employees. One of the best ways to get more VTO-eligible supporters through your doors is to empower existing volunteers to organize group events with their peers.

If Volunteer A receives dedicated VTO hours, it can be assumed that Volunteer A’s colleagues can likely request VTO, as well⁠. That means you’ll have a larger pool of individuals willing to do important work for your cause without facing the impact of a lost day’s wages.

Bonus: Free Sample Volunteer Time Off Marketing Materials

Ready to jump into marketing volunteer time off to your audience, but not sure where to begin? Feel free to use these sample graphics as a starting point.

Sample #1: General VTO Overview

Sample graphic for marketing volunteer time off

Here’s what this example does well:

With an attention-grabbing header and concluding with a clickable CTA button, this sample focuses on driving action among volunteers. When users click the button to learn more, they should be directed to a VTO resource on your site. There, it should overview the opportunity in detail and instruct supporters on how to determine their eligibility for the programs.

Sample #2: Informational Infographic

Sample graphic for marketing volunteer time off

Here’s what this example does well:

An infographic can be an excellent way to share tons of important information in an engaging and visually appealing manner. This sample content highlights a few key insights from our Volunteer Time Off statistics page, providing a helpful snapshot of the opportunity for nonprofits and their supporters.

Sample #3: Defining Volunteer Time Off

Sample graphic for marketing volunteer time off

Here’s what this example does well:

It’s important for your audience to have a solid understanding of VTO programs before you can expect them to participate. Therefore, starting at the beginning with an easy-to-understand definition allows you to ensure all stakeholders are on the same page.

Sample #4: VTO Company Spotlight

VTO company spotlight example

Here’s what this example does well:

One of the best ways to ensure supporters understand the VTO opportunity is to highlight real examples of the programs. This sample marketing material does so well by sharing specific guidelines and insights regarding the highlighted company’s programming. Plus, it encourages the organization’s audience to self-identify as eligible for the particular program!


Wrapping Up & Next Steps: Start Growing VTO

Volunteer Time Off programs can drive significant social impact for nonprofits, their supporters, and the companies interested in giving back. As a result, the opportunity is not one that should be overstated.

Start by encouraging your audience to tap into VTO and other workplace giving initiatives. From there, your team can harness the power of employee volunteerism to advance its mission more effectively than ever before.

Interested in supercharging your organization’s corporate engagement strategy? Check out these recommended resources for further reading:

Marketing volunteer time off is an excellent way to leverage corporate philanthropy.


The title of the article: Designing a Successful Fundraising Calendar + Free Template

Designing a Successful Fundraising Calendar + Free Template

The end of the year is always a busy time for fundraising, and your nonprofit tries to start planning months in advance. But the planning phase may take longer than anticipated, leaving you scrambling in October and November to figure everything out in time.

If your nonprofit relates to this situation, then you need an annual fundraising calendar stat. With a fundraising calendar, your entire fundraising strategy for the year can be laid out in as much detail as you need. With this preparation tool, your team can approach your fundraising goals confidently and follow clear plans to achieve them.

To help you get started with this essential nonprofit planning tool, this guide will explore:

First, let’s answer a few questions about fundraising calendars and how they fit into any nonprofit’s organizational strategy.

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Annual Fundraising Calendar FAQ

What is an annual fundraising calendar?

An annual fundraising calendar is a planning tool used by nonprofits to outline and schedule their fundraising activities and campaigns throughout the year. Fundraising calendars may include details about:

  • Donor engagement activities
  • Fundraisers communication plans
  • Key dates and deadlines
  • Fundraising goals
  • Program costs
  • Staff and volunteer hours

Fundraising calendars are highly customizable, and your nonprofit’s calendar should include the information and level of detail that helps your team. For example, your nonprofit might already have a separate content management calendar for marketing initiatives. In this case, you might just add key marketing activities to your fundraising calendar, such as campaign kick-offs, but leave off granular details, such as when social media posts go live.

What are the benefits of an annual fundraising calendar?

Ultimately, your fundraising calendar’s effectiveness depends on how your team uses it. A well-planned and executed fundraising calendar allows you to reap the following benefits:

  • Organized strategic planning
  • Better decision-making
  • Clear sense of purpose
  • Enhanced time management
  • Improved staff and board management
  • Greater ability to engage donors

Your fundraising calendar is your nonprofit’s roadmap for the year, and if you follow that map, you’ll ideally reach your fundraising goals’ destination.

If something does come up and you need to deviate from your plan, do not throw out your calendar. Instead, treat it like a living document and make necessary edits. This will allow you to consider future outcomes and successfully shift plans for how to achieve your fundraising goals.

When should nonprofits create a fundraising calendar?

Ideally, your nonprofit should have its annual fundraising calendar ready well in advance of the upcoming fiscal or calendar year, depending on how you manage your operations. For some nonprofits, this means having a calendar that outlines activities from July 30th to June 1st. For others, this means January 1st through December 31st.

Whichever way you set it up, plan to create your calendar at least a month in advance of when you will actually start using it. This way, you can avoid playing catch-up and start preparing for long-term projects right away.

How to Create an Annual Fundraising Calendar

Set Clear Goals and Objectives

We’ve discussed the types of general activities that your annual fundraising calendar can document, but the content on your calendar should be dictated by your goals for the year. Think of your calendar as not just a checklist of activities for the year but a plan for achieving specific goals.

As such, your first step in designing your fundraising calendar is to define your nonprofit’s fundraising goals for the year. These goals should:

  • Align with your overall mission and financial needs. Talk with your team, especially your executive director and program managers, to identify what your nonprofit needs to accomplish this year. For some nonprofits, this might mean planning a growth strategy, while others might seek to raise enough funding to maintain current operations.
  • Be practical based on past years’ performance. Evaluate your organization’s past fundraising activities and campaigns to identify what worked well, what needs improvement, and what should not be repeated. This ranges from social media strategies and events to sponsorships and grant applications.
  • Consider expected trends and events. Is there anything your nonprofit can predict will happen in the coming year that will impact your fundraising efforts? This might include trends in corporate funding, major political events, and seasonal activities. For example, every nonprofit should consider the heightened philanthropic activity around the end of the year.

Use these goals as guidelines for your entire fundraising calendar. When adding activities, consider how each proposed initiative helps your overall goals. If something doesn’t clearly align, consider if it’s still necessary or even if it takes resources away from other activities.

Identify Key Fundraising Activities

Next, use your goals to determine the types of fundraising activities and campaigns you plan to undertake during the year. A few campaigns you might add to your fundraising calendar include:

Matching Gift Campaigns

Fundraising calendars help nonprofits plan specific fundraising activities that need to take place at specific times, but they can also help track and coordinate ongoing fundraisers. For example, your nonprofit might add reminders to continually promote matching gifts.

Matching gifts are a passive fundraiser in that once a nonprofit has matching gift software enabled on its donation page, the fundraiser essentially runs itself. However, you can earn more from matching gifts by remembering to regularly promote it to donors, so they in turn remember to fill out and submit matching gift requests to their employers.

To learn more about matching gifts and why you should add a matching gift campaign to your annual fundraising calendar, check out this video from the Double the Donation team:

There are also events and specific time frames related to matching gifts that you may want to add to your fundraising calendar. For example, if you organize a matching gift challenge with a sponsor, you should add notes to your fundraising calendar about when this period begins and ends, as well as plans to market it to donors.

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Major Gift Cultivation

It’s common knowledge in the nonprofit sector that approximately 80% of the average nonprofit’s funding comes from just 20% of donors. Recent reports show this trend has only been exacerbated with 90% of donation revenue coming from 10% of donors.

This means if your nonprofit does not already have a formal process for courting major donors, now is the time to start planning one. 

On your annual fundraising calendar, add directions for your major gift officers. As they develop relationships with major donors, the donation cultivation process will become highly individualized, and major gift officers will need to create their own schedules for each prospect. However, your fundraising calendar should document steps for your major giving program as a whole.

For example, you might add core activities such as:

The major gift fundraising cycle, detailed below.

  • Conduct prospect research
  • Reach out to new prospects
  • Cultivate relationships by inviting major donors to special events
  • Make asks for a major upcoming project to donors likely to convert

Putting these activities on your calendar will help you continually refresh your database of prospects, grow your major giving program, and ensure major gifts come through at key times of the year.

Events

From booking a venue to organizing a marketing campaign, events require significant planning but can also bring in significant revenue. For major events, consider breaking their planning into multiple steps, such as:

  • Initial planning. Early planning stages for events depend on the event type, such as an auction requiring an extensive item procurement period. However, for most events, major activities to add to a fundraising calendar include organizing sponsorships, booking venues, planning activities, and making necessary software and resource purchases.
  • Marketing. Event marketing should start at least several weeks before a major event and requires planning beforehand. Consider scheduling time for market research and marketing asset creation, as well as creating an outreach schedule for when promotions go live. For example, you might plan time to hire a graphic designer to create invitation eCards, then use eCard software to schedule their delivery.

An example eCard invitation, inviting supporters to an ice cream party event.

  • Marketing. Event marketing should start at least several weeks before a major event and requires planning beforehand. Consider scheduling time for market research and marketing asset creation, as well as creating an outreach schedule for when promotions go live. For example, you might plan time to hire a graphic designer to create invitation eCards, then use eCard software to schedule their delivery.
  • Hosting. Unless an unexpected emergency comes up, you should schedule a specific date to host the event early on. This enables bookings in advance for venues, entertainment, and catering.

For events, pay special attention to staff time and what types of staff you will need. Some events may be able to rely heavily on volunteers, whereas others might require a significant amount of work from staff and even external vendors.

Peer-to-Peer Fundraising Campaigns

In many ways, peer-to-peer campaigns run themselves, but they need coordination to get off the ground and make an impact. For your peer-to-peer campaign, add the following items to your fundraising calendar:

  • Software purchases. If your nonprofit does not already have peer-to-peer software, plan to begin the purchasing process in advance of your campaign. Be aware that some software purchases, such as platforms that are major investments or require significant customization, may require months-long implementation processes.
  • Volunteer recruitment. Determine how and when you will recruit participants. You may start making open calls early on and then plan to ramp up recruitment as your campaign’s start date nears.
  • Onboarding. Schedule time to create a formal onboarding process for volunteers in advance. You should have a style guide for how to present your nonprofit online and a walkthrough for how to use your peer-to-peer software.

Be aware that if you are hosting a rolling peer-to-peer campaign, you will have no set dates, and your timeline will be looser. Whether your campaign is scheduled or rolling, add reminders to regularly check in with your peer-to-peer fundraisers to provide encouragement, answer questions, and thank them for their participation.

Giving Tuesday Campaign

Giving Tuesday is one of the most important fundraising days of the year with almost $3.1 billion raised in 2022. If your nonprofit wants to participate in Giving Tuesday, start planning your campaign early.

Many nonprofits use Giving Tuesday as an opportunity to try new fundraising strategies to reach new audiences and stand out from the crowd. Whether your nonprofit is using an old strategy or trying something new, remember to pencil in research time for your campaign plan. Use the period several months in advance of Giving Tuesday to determine what fundraising strategies donors are responding to, if nonprofits in your field are using them, and if they are feasible for your organization.

Then, schedule time to assemble a team, establish your strategy, purchase and implement any needed software, and create necessary marketing materials. If you don’t have a separate content management calendar, consider adding notes about when to post announcements and send out promotional materials to your annual fundraising calendar.

Determine Timing and Scheduling

You now know what activities you want to put on your fundraising calendar, but when should those activities happen?

For every activity, assign a specific date or time frame based on:

  • Seasonality. Certain times of the year lend themselves to certain fundraisers. For example, the end-of-year holiday season is likely to be packed with marketing campaigns and events, whereas the fall may primarily be dedicated to planning those upcoming activities.
  • Donor behavior. Consider how donors are likely to respond to future activities based on previously scheduled ones. For instance, at the end of the year, you may make a major push to acquire new donors. In the following months, you would then shift gears to prioritize retention efforts to maintain as many of those donors as possible. This factor is especially important when it comes to establishing major giving practices.
  • Relevant external factors. Are there any upcoming challenges or opportunities you are currently aware of that might impact your schedule? For instance, if your marketing head is going on maternity leave, you may need to schedule a training period for the replacement to get up to speed.

Additionally, consider how much time should be dedicated to each activity. For example, while an event might only last for a few hours on a single day, you might need well over 100 hours of staff time to prepare for that event. This will help you balance schedules and avoid overwhelming any one team or person at your nonprofit.

Allocate Resources

In addition to the time activities will take, consider what other resources are needed. This may include budgeted funds, as well as which personnel is assigned to what activities to avoid double-booking or overextending resources.

Alternatively, consider what resources each activity is likely to bring in. For example, a volunteer recruitment drive will increase available volunteer time while an expected renewed grant will provide more funds for various programs.

How to Maintain an Annual Fundraising Calendar

Meet regularly with your team

Your annual fundraising calendar’s effectiveness is contingent on your team following it and adapting it as needed. Meet with your team about this year’s fundraising calendar regularly to:

  • Create your calendar. Unless your nonprofit is a one-man team, you need input from the rest of your team to determine which activities to prioritize, what resources you need for those activities, and who should be responsible for them. For instance, you might initially assume your IT team can handle your website redesign single-handedly, but after input from the rest of your nonprofit realize they need to work in tandem with your marketing team.
  • Ensure ownership. Every task on your fundraising calendar should be assigned to a specific person or group of people. Meet with various teams so they are aware of their responsibilities each month.
  • Make necessary adjustments. The people carrying out your various fundraising activities will be the first to sound the alarm if adjustments need to be made. Keep lines of communication open so team members can report delays, needed additional resources, and shortfalls. On a more positive note, team members might also report that certain activities earned more or were wrapped up in less time than expected.

By talking to various members of your staff, you will gain a broader perspective of your nonprofit’s current operations and capacity. This will improve your understanding of what your team can reasonably accomplish in a given year and help you stay on track to hit your fundraising goals.

Track Progress

As mentioned, your annual fundraising calendar is a roadmap for achieving your goals for the year, and that roadmap may need to add a few detours here and there. These hiccups should not derail your entire calendar. Instead, be ready to be flexible and make adjustments as needed.

Track fundraising activities in relation to your annual goals. For example, if you have a target amount you want to raise this year, you might focus on how much your fundraisers, events, and major donors bring in throughout the year. If a fundraising event has lower attendance than expected due to weather, consider how you can adjust other activities planned in future months to make up for that revenue shortfall.

Consistently engage donors

While your calendar likely only lists major activities, don’t forget the small everyday activities that keep your donors engaged. For instance, you can’t predict when every new donor will decide to give, so you need a flexible strategy that allows you to show appreciation and recognize donors at a moment’s notice.

Annual Fundraising Calendar Template

If you search the web for fundraising calendars, you’ll likely find results that look like a regular calendar you might hang up in your kitchen. These are not annual fundraising calendars and have limited use for nonprofits.

Rather, your fundraising calendar should take the form of a spreadsheet to be more useful to your team. Here’s an example and breakdown of the core elements of an annual fundraising calendar:

An annual fundraising calendar template.

  • Month. Annual fundraising calendars are usually broken down by month to avoid making them too unwieldy. If there are specific activities that need to happen on specific dates, such as hitting a grant submission deadline, add a note to your calendar.
  • Activities. What activities are taking place this month? Usually, these are overall activities for the month, such as “plan Giving Tuesday campaign” or “start contacting potential annual gala sponsors.”
  • Costs. To the best of your ability, estimate how much each activity is expected to cost. This includes software purchases, vendor costs, and staff time. If you haven’t already prepared it, consider crafting your nonprofit’s annual budget in tandem with your fundraising calendar. This helps you keep track of where your money is going and ensure you have enough funds allocated for the entire year.
  • Staff. Determine who at your nonprofit will be responsible for what activities. This can be names of specific individuals or groups, such as your marketing team, major gift officers, or volunteers. Additionally, estimate approximately how much time you expect staff to spend on any one activity.
  • Expected income. Ultimately, your fundraising calendar is about earning money for your nonprofit. As such, for applicable activities, do your best to estimate how much they are expected to earn. This is especially necessary if your nonprofit’s annual goal is related to hitting a specific fundraising target.
  • Notes. If there are any extra reminders you want on record about a planned activity, add them to your notes section. This might include a reminder about the staff member going on maternity leave or a note emphasizing a strict deadline for a certain task.

To keep your nonprofit on track for the entire year, consider adding an optional “Goals” section to the top of your fundraising calendar. This should be a statement of what you hope to accomplish during the year that you can always refer back to at a glance each time you look at your calendar.

Annual Fundraising Calendars: Wrap Up

With a well-thought-out plan, any nonprofit can start its fundraising year off right. Annual fundraising calendars can help your organization do just that by creating timelines, allocating resources, and helping to focus your goals. To get started with your annual fundraising calendar, use our template or create your own. Then, meet with your team and start planning.

For more fundraising and organizational resources, explore these guides:

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Two nonprofit employees working with data next to the title of the article, Nonprofit Data Collection: How to Gather The Right Insights

Nonprofit Data Collection: How to Gather The Right Insights

From local communities to global movements, effective nonprofit data collection is a silent hero. Collecting nonprofit data involves systematically gathering, analyzing, and using information to track performance, enhance decision-making, and amplify impact. It’s not just about numbers; it’s about understanding your organization’s needs, measuring progress, and strategizing to meet local and global challenges.

Collecting the right data helps organizations like yours understand what works so you can do more good in the world. That way, you can use your resources more efficiently to reach the right supporters and beneficiaries.

In this ultimate guide, we’ll share how nonprofits can collect data effectively and explain how that data can serve as the fuel for transformative action. Here’s what we’ll cover:

With the right insights, your nonprofit can make a greater impact on the world, whether you’re focused on improving your corporate partnerships, marketing segmentation, finance management, or programs. Let’s dive in!

Improve your nonprofit data collection with our data enhancement services.

How Do Nonprofits Collect Data?

Nonprofits can collect data through various methods, depending on their goals, resources, and the nature of the data they need. Here are some common methods and types of data collection software for nonprofits:

Common ways nonprofits collect data, including types of software

  • Forms: Your nonprofit can use donation forms, volunteer applications, event registrations, and intake forms to gather supporter and beneficiary information. Each form is designed to collect data about different types of recipients. For example, donation forms collect donor data like contact information, donation amount, payment information, employer information for matching purposes, and gift designations.
  • Surveys and Questionnaires: Nonprofits can use surveys to gather feedback from beneficiaries, donors, and the general public. These questionnaires can be distributed online, via email, social media, or in person.
  • Marketing Platforms: Nonprofits can view metrics within their digital marketing platforms to understand audience behaviors and tailor messaging. For example, Google Analytics provides information about website visitors, including how much time they spend on specific pages, what content they engage with, and what channels drive them to the site. Meanwhile, email marketing tools provide insights on open rates, click-through rates, and conversions which explain which content and calls to action resonate.
  • Financial Management Software: Specialized software helps manage and report on financial data like revenue and expenses, ensuring compliance with accounting standards and regulatory requirements.
  • CRM Systems: Customer Relationship Management (CRM) systems like Salesforce for Nonprofits, Bloomerang, and Blackbaud store all interactions with supporters and corporate partners, including communications, contact information, contributions, and feedback.

How you collect data depends on which metrics you want to focus on to ensure long-term sustainability and increase impact. Decide on which data will best support your organization and put systems in place to gather it.

Qualitative vs. Quantitative Nonprofit Data

There are two categories of nonprofit data you can collect:

  • Quantitative data refers to information that can be quantified, meaning it can be measured and expressed numerically. Examples include the number of volunteers who participated in an event, the amount of money raised from a fundraiser, the number of website visits, and the number of acquired donors in a certain time frame.
  • Qualitative data is descriptive data that cannot be assigned a numerical value. This includes information like donor names, anecdotal survey responses, and preferred contact methods.

By leveraging both types of data, nonprofits can gain a more comprehensive understanding of their impact, tailor their services more effectively, and better communicate their successes and challenges to stakeholders.

The Importance of Efficient Nonprofit Data Collection

Nonprofits are expected to compete for time, attention, and money with companies and peer organizations. In fact, the average person sees roughly 5,000 ads per day. Standing out requires speaking to the right people at the right time with the right message. Nonprofit data makes that possible!

Here’s a rundown of the most important benefits of nonprofit data:

  • Measure impact and see which programs are working
  • Better understand how to effectively allocate resources (e.g., time, money, and personnel)
  • Make informed decisions, such as planning new programs based on community needs assessments
  • Demonstrate accountability by sharing how funds are being used
  • Deliver timely appeals based on past engagement data to inspire action, raise funds, and cultivate relationships
  • Send powerful messages at the optimal time by segmenting communications based on interests and preferred communication channels
  • Communicate program impact and challenges to stakeholders

For an example of nonprofit data in action, imagine an organization dedicated to providing clean water across continents. By collecting data on water quality, community health, and usage patterns, the nonprofit can tailor its initiatives to each region’s specific needs, ensuring that resources are used efficiently and that the solutions are sustainable.

By processing and analyzing data, nonprofits can create targeted interventions, monitor outcomes, and adapt strategies—activities that are crucial in a world where resources are limited and stakes are high.

Key Types of Nonprofit Data to Collect

There are endless types of nonprofit data you can collect, but some are much more helpful than others. For example, you don’t need to know which elements a user hovered over but didn’t click on your website. Unless this metric directly tied to improving user experience, collecting this nonprofit data will only bog down your software.

Let’s explore six types of nonprofit data you should collect.

Key types of nonprofit data to collect, explained below

Supporter Data

Data can tell you a lot about your donors, volunteers, and corporate sponsors. The more you know about your supporters, the better you can tailor your appeals to resonate with them.

Some of the most helpful supporter data to collect includes the following:

  • Full name, including preferred name and title
  • Geographic location to send relevant appeals, such as nearby events
  • Date of birth so you can segment communications based on age and reach out on supporters’ birthdays
  • Contact information, including email addresses, phone numbers, and postal mailing addresses
  • Employment details to locate corporate giving opportunities and estimate giving potential
  • Education, including areas of study to reveal causes they’re likely to support
  • Giving history such as donation amounts, frequency, gift designations, attended events, and volunteer involvement
  • Hobbies and interests to understand what opportunities inspire donors
  • Charitable involvement with other organizations, such as board service or donations

Here’s a sample donor profile to give you an idea of what this data might look like:

A sample donor profile with nonprofit data like the individual's full name, education, employment details, and charitable involvement

Sufficient nonprofit data collection practices will enable you to easily segment your supporters into groups to improve your outreach. The good news is that if some of this information is missing or outdated, data appending services can fill it in. We’ll explore this type of nonprofit data collection service later.

Enhance the donor journey with matching gifts by leveraging nonprofit data. Download our guide.

Marketing Data

You know who your supporters are, but do you know how to communicate with them? Collecting marketing data will help you understand what messages resonate and encourage your audience to get involved.

Key marketing data to collect includes:

  • Website traffic: Pay attention to how many people visit your site, how they get there, what pages they visit, and how long they stay. This information will help you optimize the user experience and set your website up to convert.
  • Social media engagement: Impressions, likes, shares, and comments tell you whether your social media posts are reaching your audience and encouraging engagement.
  • Email open and click rates: Are your subscribers opening your emails and clicking through to your site? These metrics let you know how effective your email marketing is. If your open rates are low, experiment with your subject lines and send emails under a real person’s name, like your fundraising director.
  • Advertising data: If your nonprofit advertises, look at keyword volume and competition. Getting Attention recommends choosing keywords with high search volume and low competition. For your ads themselves, nonprofit data like impressions, ad conversions, click-through rate (CTR), and cost per click (CPC) tell you how well your ads are performing and how much they’re costing you.

To collect this nonprofit data, audit your past marketing efforts and review what information your marketing software automatically collects. In turn, you can learn which platforms and messages drive supporter engagement to set future outreach up for success.

Campaign Data

Collecting campaign data will help evaluate your nonprofit’s effectiveness and better plan campaigns in the future. Important nonprofit campaign data to collect includes:

  • Donor and volunteer retention rates: Track how many donors or volunteers continue engaging with your organization over time. A donor or volunteer is considered “lapsed” if they haven’t given or volunteered within the past 12 months, but the length of time is up to your organization. High retention rates often indicate strong relationships and effective engagement strategies. Compare your nonprofit data with industry data to gauge success. For instance, Fundraising Report Card’s donor research indicates that the average donor retention rate is approximately 35%.
  • Event attendance: Measuring attendance at events helps your nonprofit gauge interest and engagement levels and assess the effectiveness of promotion strategies.
  • Campaign conversions: Monitor data on how many people took the desired action as a result of a campaign, such as donating, signing up to volunteer, or registering for an event. Also, pay attention to how many people your campaign converts into first-time supporters vs. recurring supporters.
  • Fundraising totals: Track the total funds raised per campaign to assess financial success and allocate your budget to future campaigns.

By systematically collecting campaign data, you can continuously improve your campaigns and invest in the most successful campaigns.

Financial Data

Nonprofits often operate on tight budgets, so keep a close eye on your finances by tracking:

  • Expenses: Monitor costs associated with delivering programs and running fundraising campaigns. Also, use your financial data collection software to monitor operational and capital costs like salaries, rent, utilities, major equipment, and buildings.
  • Revenue: Track your income via donations, grants, event fees, product sales, membership sales, and other revenue sources.
  • Cash-on-hand: This is the total amount of accessible money at any given time from checking accounts or on-premise cash reserves that aren’t reserved or invested. This data indicates how long your nonprofit can survive without donations or funding.

Tracking this information will ensure your nonprofit’s financial health, help meet regulatory requirements, make informed management decisions, and maintain the trust of donors, volunteers, and other key stakeholders.

Corporate Partnership Data

Strong corporate partnerships help expand your nonprofit’s initiatives. Considering these relationships need to be mutually beneficial, you should track data related to your partnerships, such as:

  • Key contacts: Track the names, positions, and contact details of the primary contacts at the company.
  • Agreement terms and duration: Monitor the specific terms of the partnership agreements like the objectives and responsibilities of each party so you can fulfill all obligations. Also, know the start and end dates of the agreement.
  • Renewal conditions: Ensure you know the criteria your nonprofit must meet to have the partnership renewed at the end of the contract’s term.
  • Financial contributions: Track donation amounts, dates, and in-kind contributions such as goods, services, or expertise provided by the partner.
  • Employee engagement: Monitor corporate employees’ involvement in your nonprofit’s activities, including volunteer hours, participation in events, or matching donations.
  • Impact metrics: Collect and share quantitative and qualitative data demonstrating the impact of the partnership on your nonprofit’s goals.

By collecting the right nonprofit data for your partnerships, you can maximize companies’ impact and demonstrate the value of these partnerships to your corporate sponsors. This data-driven approach not only helps maintain current partnerships but also attracts new corporate sponsors by showcasing the tangible benefits of collaborating.

Data From External Studies

Your nonprofit can better understand the market and improve its programs by leveraging data from external studies. Consider collecting data from the following sources:

  • Public records: Collect demographic, economic, health, and educational statistics from public records to tailor services and understand the needs of your community. For example, a childhood education organization might collect demographic data from the U.S. Census Bureau to identify low-income areas with limited educational resources.
  • Privately funded surveys: Incorporate data from market surveys, impact assessments, and stakeholder surveys to inform marketing strategies, evaluate program effectiveness, and gather feedback from key constituents.
  • Research publications: Use academic research, industry reports, and policy analysis to gain evidence-based insights, understand industry trends, and navigate the regulatory landscape effectively. For instance, a health-focused nonprofit can use academic research from a university study that identifies effective strategies for reducing diabetes.
  • Sector benchmarks: Use benchmarks to evaluate your organization’s performance related to peers. For instance, an animal welfare nonprofit might review annual benchmarking reports from a national animal protection agency to compare their animal adoption rates, recovery rates from medical treatment, and rehoming success with similar organizations.

Collecting data from external sources can cut down on the amount you spend conducting research. Just make sure you entrust reliable sources.

Tips to Improve Your Nonprofit Data Collection

Building an efficient nonprofit data collection strategy can be a large undertaking, but it will ultimately drive greater success for your organization. Here are some industry best practices to collect data ethically and efficiently.

Use Software That Integrates.

Chances are, your nonprofit uses software to run fundraisers, collect donations, manage volunteers, hold events, and oversee every aspect of your organization. In terms of nonprofit data collection, choosing systems that integrate can reduce the time and effort required to manage data across different platforms.

Integrated software ensures that nonprofit data is consistent and accurate, which minimizes errors that occur when manually transferring information between systems. Plus, it enables real-time data updates, giving all team members access to the latest information to make decisions.

For example, our matching gift software integrates with 100+ leading nonprofit software platforms, including fundraising tools, workplace giving platforms, CRMs, and more. That helps minimize nonprofit data inconsistencies from manual data entry, guaranteeing that donor information and matching gift opportunities are current and accurate across all systems.

Leverage Nonprofit Data Appending Services.

Nonprofit data appending is a process where additional data elements are added to your database to enrich the information you have on donors, volunteers, and other contacts. The process involves comparing the data you provide to a larger, external database and integrating new information to create more complete constituent profiles.

Use data enhancement services to streamline nonprofit data collection and create more accurate, complete supporter profiles like this example.

Our nonprofit data appending guide explains that you can append all sorts of information, such as:

  • Contact details like phone numbers, email addresses, postal addresses, and social profiles
  • Employment data like job title and employer’s name
  • Demographics like net worth, birthdate, gender, and political affiliation

Routinely leveraging data enhancement services ensures you have accurate, complete information to understand your supporters, can contact them without messages bouncing, and can better drive them to give.

Explore our data appending services to streamline your nonprofit data collection processes.

Use Ethical Nonprofit Data Collection Practices.

When it comes to nonprofit data collection, you should always respect the rights and privacy of your supporters. Here’s how you can accomplish that:

  • Obtain explicit consent from individuals before collecting their data. This involves explaining why their data is being collected and how it will be used.
  • Leverage secure databases and software that enable encryption.
  • Collect only necessary data and avoid gathering irrelevant sensitive information.
  • Give participants the right to access their own data, request corrections to inaccurate data, and opt out of your nonprofit data collection processes.
  • Follow nonprofit regulations regarding data protection and privacy.
  • Require employees to enable two-factor authentication, use a secure password management system, and routinely update passwords for your nonprofit’s software.
  • Only give certain employees access to sensitive data.

Collecting data ethically will not only help you comply with legal standards, but it will also build trust among your supporters. Pay attention to standards and best practices specific to your industry. For example, nonprofits that handle protected health information (PHI) in the United States must adhere to the Health Insurance Portability and Accountability Act (HIPAA).

Routinely Clean Your Data.

As part of managing your nonprofit data, you’ll want to keep it clean. “Clean” data refers to data that’s not excessive, erroneous, inaccurate, outdated, mislabeled, or duplicated. The cleansing process helps maintain data hygiene and should be performed regularly, such as annually or bi-annually.

Some data collection software for nonprofits offers features like deduplication to make this process a breeze. Plus, data enhancement is always an option for updating or filling in missing information.

Imagine a nonprofit that continues to use community demographic data from ten years ago to design its youth education programs. Because the demographic profile (such as age distribution, income levels, and educational attainment) of the community can significantly change over the decade, relying on this outdated information could lead the nonprofit to offer programs that are no longer relevant or effective for the community’s current needs.

Next Steps for Your Nonprofit Data Collection

Ultimately, your nonprofit’s strength lies in its ability to make informed decisions that drive its mission forward. Effective data collection is the foundation of this strength, providing the insights needed to optimize resources, engage stakeholders, and measure the true impact of your work. As the sector continues to evolve, the organizations that prioritize data-driven decision-making will be the ones leading the charge toward a brighter future.

While you refine your nonprofit data collection processes, explore these resources to learn more:

Discover how our data enhancement services can improve your nonprofit data collection processes.

How to Craft a Heartfelt Gift Acknowledgment Letter

A swift thank you is all it takes for 34% of donors to give again. And beyond boosting retention, a gratuitous follow-up can help your nonprofit share its impact, adhere to compliance standards, and show donors the appreciation they deserve.

While your nonprofit may already have a donor recognition process in place, an important first step is to send a gift acknowledgment letter. Let’s explore why these letters are important and how your organization can craft one that’s both effective and heartfelt!

Learn how you can take donor retention strategies, like a gift acknowledgment letter, a step further with matching gifts.

Gift Acknowledgement Letter FAQs

What is a gift acknowledgment letter?

A gift acknowledgment letter, also known as a donation acknowledgment letter, is a formal document sent by a nonprofit to donors to express gratitude for their contributions. This appreciation message also serves as a way for donors to claim tax exemptions and reap the financial benefit of giving to your cause.

Is a gift acknowledgment letter required?

The IRS (Internal Revenue Service) lays out specific guidelines for written acknowledgments for tax-deductible donations—meaning that gift acknowledgment letters are not only a best practice but are required in certain instances. Nonprofits are required to provide a written acknowledgment for any single donation of $250 or more, whether in cash or in-kind.

The acknowledgment should include certain details such as the amount of the donation, a description of any non-cash contributions, and a statement indicating whether the organization provided any goods or services in exchange for the donation.

Should gift acknowledgment letters be sent for matched gifts?

When donors make a contribution that’s matched by their employer, your nonprofit has two supporters to thank: the employee and the employer. Not only should you send a gift acknowledgment letter to the donor, detailing that their gift was matched, but you should also send a separate acknowledgment to their employer. This can open the door to a future partnership, or at the very least, ensure they continue matching contributions to your cause.

Donor appreciation is just one best practice to follow when working with matching gifts. For more tips, watch the following video:

Because matching gifts are such a highly engaging fundraiser, prompt follow-up is especially important to maintain the engagement.

How soon after donors give should it be sent?

While there is no hard and fast rule for the exact timeframe within which a gift acknowledgment letter should be sent, it’s generally recommended that it be sent as soon as possible. This way, donors can be confident that their gifts went through and have access to everything they need to claim a tax exemption.

What should be included in a gift acknowledgment letter?

A gift acknowledgment letter should include the following elements:

A sample gift acknowledgment letter that highlights the elements that should be included.

    • Recipient’s information: Include the donor’s name in your salutation. This personal touch can help your organization establish strong connections with donors and help them feel valued.
    • Statement of gratitude: Start with a warm and sincere expression of thanks. Make it clear that their support is valued and appreciated, and connect it back to your cause.
    • Details of the donation: Specify the amount or nature of the donation (e.g., monetary contribution, in-kind donation, matched gift), as well as any restrictions or designations the donor may have specified.
    • Tax information: If applicable, provide information about the organization’s tax-exempt status and confirm that the donation is tax-deductible. Include the organization’s Tax ID number (if in the U.S.) for the donor’s records.
    • Impact of the donation: Briefly explain how the donor’s contribution will be used and the impact it will have on the organization’s mission or programs. This helps donors understand the importance of their support.
    • Your organization’s name: Sign off with your organization’s name to indicate that this donation went toward your nonprofit’s cause. You can also sign the letter with the name of a staff member or a leader within the organization for an added personal touch.

If relevant, you may also invite the donor to further their involvement with your organization. Consider adding a sentence or two inviting the donor to an upcoming event or providing details about how they can continue receiving communications from your nonprofit.

How to Write a Gift Acknowledgment Letter

1. State the purpose of your letter

Start your gift acknowledgment letter with a confirmation of the donation. This introduces the recipient to the letter by reminding them of their gift. It should only take a sentence or two.

2. Make your letter visually engaging

Before you start crafting the content of your letter, determine how you’ll make it catch the recipient’s attention. After all, your gift acknowledgment letter is only beneficial if the recipient actually reads it!

Here are a few strategies to make your letter visually engaging:

  • Plan engaging formatting
  • Choose legible fonts
  • Use animations or images

To make this process easier, use a digital card creation service like eCardWidget. This solution allows you to customize premade templates or start from scratch with unique cards branded to your nonprofit. Then, you can send the card to donors via email.

Taking the online route for gift acknowledgment letters unlocks numerous opportunities to invigorate your cards with engaging content. You can include everything from fun animations to eye-catching images and reuse the cards in the future as needed.

Create and sell charity eCards with eCardWidget.

3. Personalize your note

Personalizing a gift acknowledgment letter adds a special touch and shows your donors that you genuinely value their ongoing support. Use these best practices to personalize your letter:

  • Use the donor’s name: Address the donor by their name. Avoid generic salutations like “Dear Supporter” and instead use their actual name, such as “Dear [Donor’s Name].” This increases the likelihood of donors reading your letter and shows them that you recognize them for who they are and not just as another revenue source.
  • Reference the donation: In the letter, mention the specific donation amount or type (e.g., monetary donation, in-kind donation). This shows that you’ve taken the time to acknowledge their contribution individually.
  • Express genuine gratitude: Tailor your appreciation message to reflect the impact of the donor’s contribution. Instead of a generic thank-you, express gratitude for the specific ways their support will make a difference.
  • Share a personal story: If you have any personal anecdotes or connections with the donor, mention them in the letter. For example, if the donor has been a long-time supporter or if their donation aligns with a particular interest or passion, acknowledge that connection.
  • Highlight previous support: If the donor has supported your organization in the past, acknowledge their ongoing commitment and express gratitude for their continued support.

By personalizing your gift acknowledgment letters, you can show donors that their support is truly valued and strengthen the bond between them and your organization.

4. Explain the impact of the gift

Personalized outreach that highlights donor impact makes 41% of donors willing to give again. You can demonstrate the donor’s impact by including:

  • A detailed story about the work that was accomplished with the donor’s gift, incorporating quotes from beneficiaries and volunteers.
  • Statistics and data relevant to the project supported by the donation.
  • A summary of larger goals to show how the donation supports your nonprofit’s long-term plans.

Remember to keep the message donor-centric, highlighting the impact their gift will make. The letter should be about what the donor—not your nonprofit—accomplished with their gift.

5. Express heartfelt gratitude

Craft a sincere message by using emotive language to convey your gratitude. Depending on the method you use to send your letter, incorporate additional elements to make it more meaningful. Sending handwritten letters can enhance the personal feel of the message, but digital platforms may allow you to include visuals alongside your message for more vivid appreciation.

6. Invite supporters to stay involved

Your gift acknowledgment letter shouldn’t be the end of your communications with donors. Ensure they stay involved by offering additional engagement opportunities in your letter.

Invite supporters to upcoming events, highlight volunteer opportunities, and direct them to other ways to stay in touch, such as feedback surveys or social media channels. If you send a digital card, you can use links and buttons to make it easy for donors to explore your other communication channels.

Gift Acknowledgment Letter Template

To make sure you include everything that’s needed in your letter, use this template as a starting point:

Dear [Donor’s Name],

Thank you so much for your generous donation of $[amount] on [date]. This letter is to officially acknowledge the receipt of your donation, which we have designated to support our [specific program]. Your support is vital to our efforts and makes a significant impact.

Please keep this letter for your records as it may be used as official documentation for tax purposes. No goods or services were provided in exchange for your donation.

We are deeply grateful for your generosity and commitment to our cause. Your support not only helps us achieve [specific goals], but it also strengthens our community of advocates and changemakers. We would love to see you at [upcoming event] or work with you on our volunteer team. Please visit our website [website URL] or contact us directly for more information on how you can greatly enhance our collective impact.

Thank you once again for your commitment to [cause].

Sincerely,

[Your Name]

[Your Position]

[Organization’s Name]

Wrapping Up

A gift acknowledgment letter weaves together your nonprofit’s appreciation, engagement, and compliance efforts following a donor’s generosity. It provides an opportunity to deeply connect and foster lasting relationships with your treasured supporters.

If you’re looking for more information on how to inspire donors to give and cultivate meaningful relationships with them, check out the following resources:

Learn how you can engage donors beyond a gift acknowledgment letter by making matching gifts easy.

Matching Gift Requests - Deadlines, Forms & Auto-Submission

Matching Gift Requests | Deadlines, Forms & Auto-Submission

You likely have a number of matchable donations in your CRM at any given time. If you’re looking to revamp your strategy, you might wonder if gifts made last week, month, or quarter remain eligible for the giving programs. Fear not—many contributions from the past year (give or take) should still qualify for company matching. Now, you’re just waiting for your donors to complete their matching gift requests!

The problem is that many donors remain unaware of the matching gift opportunity entirely. When an individual has no idea their employer matches, they won’t take the necessary steps to request associated funding and secure additional revenue for your nonprofit.

That’s why educating your team and your donors about the importance of matching gift requests is essential. And we’ve provided this expert guide to help you do so!

In this blog post, we’ll cover the following key topics:

Let’s get started!

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What Are Matching Gift Requests?

A matching gift request is a submission made by a donor to their employer as part of the company’s matching gift program. The request aims to secure a corporate match for the individual’s donation to a nonprofit cause⁠, making it an essential part of the matching gift process.

The Matching Gift Fundraising Process

  1. A donor contributes to a nonprofit.
  2. The donor determines if their gift qualifies for an employer match.
  3. The donor completes a matching gift request from their employer.
  4. The employer reviews the matching gift request and verifies the initial donation with the organization.
  5. The employer approves the matching gift request and disburses match funding to the organization.

Though the request itself can vary from one company to the next, these forms generally source information on the employee, the recipient organization, and transaction details.

How Do Donors Complete Matching Gift Requests?

The actual task of submitting a matching gift request is going to fall on each individual donor. However, it helps to ensure your fundraising team is familiar with the process and prepared to assist donors in completing it.

Here’s how it generally works:

Step 1: A donor receives a link to their matching gift form.

After a donor contributes to a nonprofit, the organization should take proactive steps to encourage the individual to complete the matching gift request process. This might mean promoting matching gifts from the confirmation screen or in a separate email follow-up (as pictured below).

For the best results, the reminder should include an acknowledgment of the donor’s initial donation along with a direct link to their company forms.

How donors complete their matching gift requests
How donors complete their matching gift requests

Step 2: The donor logs into their company’s giving portal.

After the donor receives a link to their employer’s matching gift form, they should navigate to the company’s giving portal or corporate philanthropy platform. This site will generally house a range of corporate giving information, including the forms required for employees to complete their matching gift requests.

Once on the page, they’ll log in using credentials provided by their employer. Most online portals have contact information for the company’s program administrator, should a donor have difficulty accessing the platform on their own.

How donors complete their matching gift requests

Step 3: The donor initiates a matching gift request.

Within the company’s giving portal (or externally, for companies that don’t use them), a donor should locate the option to initiate a matching gift request.

This may be presented as a specific form or an online application within the portal.

How donors complete their matching gift requests

Step 4: The donor provides donation details on the online form.

The donor should now follow the instructions provided by the portal to complete their matching gift request form properly. They should expect to supply information about…

  • Themselves (i.e., employee ID number, corporate email address)
  • The organization they supported (there will typically be some kind of search field or dropdown menu from which to choose)
  • Their recent transaction details (gift format, amount, date, etc.)
How donors complete their matching gift requests

Once approved, the company makes its own donation to the nonprofit, effectively doubling (or, in some cases, tripling) the impact of the original gift.

What to Know About Matching Gift Request Deadlines ⌛

Matching gift requests are not generally required to be submitted immediately following the initial giving transaction. However, nearly all companies establish some sort of deadline by which employee matching gift requests must be completed.

The dates themselves vary, generally coinciding with the calendar year (e.g., December of the year in which the donation was made; the end of the calendar year plus a grace period into the following one) or a set amount of time post-donation. 

Top tip: Encouraging timely submissions from donors is integral to an optimized strategy. The more time passes after an individual’s donation, the less likely they are to complete the match. Not to mention, the sooner your nonprofit receives the extra funds, the sooner it can put those funds to good use.


See How Matching Gift Automation Can Help

Get a sneak peek of the industry-leading matching gift automation solution, 360MatchPro.



Benefits of matching gift automation software


Familiarize yourself with the following types of program deadlines. Plus, review leading matching gift company guidelines to see when their employees’ matching gift requests are due!

Deadline #1: A Set Number of Days or Months Post-Donation

The first type of deadline is based on the amount of time elapsed since the individual completed their initial donation. While most companies offer flexible submission windows for matching gift requests, deadlines can range from 30 days to an entire year post-transaction.

Deadline for Fannie Mae matching gift requests

Fannie Mae

Fannie Mae currently matches part-time and full-time employee donations up to $5,000. Unfortunately, some donors miss out on this funding opportunity, largely due to a lack of program awareness, which results in missed matching gift requests.

Match request deadline: Fannie Mae donors must submit their matching gift requests within 30 days of their donation date or by December 31st of each year (whichever is sooner).

Click here for additional details on Fannie Mae’s matching gift program.

Deadline for Altria matching gift requests

Altria

Altria offers a generous matching gift program (up to $30,000 per employee per year) along with sizable volunteer grants (up to $500 after 25 hours of volunteering).

Match request deadline: Altria’s program administrator must receive all matching gift requests within 90 days of the donations being made.

Click here for additional details on Altria’s matching gift program.

Deadline for Apple matching gift requests

Apple

Apple offers a generous matching gift program for full-time and part-time employees. Each year, team members are encouraged to request between $1 and $10,000 in matches from qualifying gifts!

Match request deadline: Employees should be sure to submit their matching gift requests swiftly, as Apple requires gifts to be registered within one month of the transaction date.

Click here for additional details on Apple’s matching gift program.

Deadline for Microsoft matching gift requests

Microsoft

Microsoft matches between $1 and $15,000 per team member per year. Plus, employees can earn grants for their favorite organizations worth $25 for each hour they spend volunteering.

Match request deadline: Employees are welcome to request matching gifts for any qualifying donations made in the past 12 months!

Click here for additional details on Microsoft’s matching gift program.

Deadline for YUM Brands matching gift requests

YUM Brands

Fast food corporation YUM Brands, including employees at Pizza Hut, KFC, and Taco Bell restaurants, matches gifts at a dollar-for-dollar rate up to $1,000 per associate per year.

Match request deadline: All YUM Brands employees should complete their matching gift requests within six months of their initial donations.

Click here for additional details on YUM Brands’ matching gift program.

Deadline #2: End of Calendar Year

The other main type of matching gift request deadline is one that aligns with the calendar year (running from January 1st to December 31st). That means tons of companies set their deadlines at December 31st.

Here are a few examples:

Deadline for Avon matching gift requests

AVON

AVON matches employee donations up to $15,000 per year. And the first $500 donated is matched at a 2:1 rate, thus tripling the initial donation value.

Match request deadline: AVON employees should mark their calendars! While the deadline indeed falls in December of each year, team members are required to complete their requests prior to December 11th rather than the standard 31st.

Click here for additional details on AVON’s matching gift program.

Deadline for Freeport matching gift requests

Freeport-McMoRan

Freeport-McMoRan matches donations of up to $40,000 to a wide range of nonprofits. While the first $1,000 donated is matched at a 2:1 rate (thus tripling each initial dollar’s value), donations above $1,000 are matched dollar-for-dollar.

Match request deadline: While Freeport-McMoRan encourages employees to submit matching donation requests at the time of the initial donation, employees can submit matches until Dec. 31st of the year following the date of the donation.

Click here for additional details on Freeport’s matching gift program.

Deadline for SAP matching gift requests

SAP America

SAP America gives charitably through the SAP Together Program. Within this initiative, SAP employees are incentivized to donate to nonprofits to unlock matching gifts for their favorite organizations.

Match request deadline: Matching gifts must be requested of the company by December 31st of the year in which the initial donation is made. However, donors should be encouraged to submit their matches as soon as possible due to a company-wide annual limit.

Click here for additional details on Sap’s matching gift program.

Deadline #3: End of Calendar Year + Grace Period

The last group of companies establishes their matching gift deadlines according to the calendar year as well. But they also tack on an additional month or so.

Deadline for Boeing matching gift requests

Boeing

Boeing offers a monetary match, a volunteer grant match, and a fundraising match. And while full-time and part-time employees qualify to have their gifts matched dollar-for-dollar, retirees of the company are eligible to request a 0.5:1 match.

Match request deadline: Boeing employees (or retirees) participating in any matching gift program must submit their matching gift requests by January 31st of the year following the one in which the initial contribution/volunteerism/event took place.

Click here for additional details on Boeing’s matching gift program.

Deadline for Verizon matching gift requests

Verizon

Each year, Verizon matches employee donations of up to $5,000 to the educational institutions of their choice. Meanwhile, all other nonprofits qualify for up to $1,000 in match funding, along with $750 grants for organizations with which employees volunteer.

Match request deadline: Matching gift requests must be entered into the electronic matching gift system before January 31st of the year following the date of the donation.

Click here for additional details on Verizon’s matching gift program.

Deadline for Adobe matching gift requests

Adobe

Adobe matches donations of up to $10,000 per employee per year. Additionally, employees can submit volunteer or “dollars for doers” grant requests worth $250 for every 10 hours they volunteer.

Match request deadline: All matching gift requests must be submitted by January 31st of the year following the one in which the gift was made, regardless of the donation date.

Click here for additional details on Adobe’s matching gift program.

Deadline for Coca-Cola matching gift requests

Coca-Cola

Coca-Cola generously matches employee gifts at a 2:1 ratio. That means for every $1 an employee contributes, Coke gives $2 up to a maximum corporate contribution of $20,000.

Match request deadline: All employee matching gift requests should be completed and returned to The Coca-Cola Company by February 28th of the following year.

Click here for additional details on Coke’s matching gift program.

Deadline for Bank of America matching gift requests

Bank of America

Bank of America (including the investment management and wealth management division, Merrill Lynch) matches employee donations to nearly all nonprofit causes. Each year, team members can request between $24 and $5,000 worth of matches for personal donations of equal amounts.

Match request deadline: Employees must complete an application and have the recipient organization verify the gift. This information must be received by January 31st of the year following the date of the donation.

Click here for additional details on Bank of America’s matching gift program.

Deadline for General Electric matching gift requests

General Electric

Fun fact: General Electric was the first company to implement an employee matching gift program in 1954. Today, it matches millions of dollars worth of gifts to approved charities around the world. Each team full or part-time team member is encouraged to request between $25 and $5,000 per year!

Match request deadline: General Electric offers one of the most extended matching gift program deadlines, with employees being able to request matches until April 15th (tax day!) of the year after their gifts were made.

Click here for additional details on GE’s matching gift program.

Driving Matching Gift Requests to Completion

Unfortunately, matching gift deadlines mean little if your organization isn’t informing donors about matching gifts first. After all, the vast majority of match-eligible employees (approximately 78%) have no idea their company even matches gifts.

How will a donor know to submit a request on time if they don’t know to submit one in the first place?

Luckily, marketing matching gifts to your donors is easier than ever (check out our free downloadable resource for more tips and tricks!). Proper software can help screen for match-eligible transactions, inform donors of their eligibility, and supply individuals with actionable information to initiate the process, too.

If you’re looking to automate your matching gift processes, consider innovative tools like Double the Donation’s 360MatchPro.

As the fundraising sector’s top matching gift tool, 360MatchPro identifies matching gift opportunities and triggers personalized marketing emails. It also integrates with nearly all of the leading fundraising solutions, allowing it to supercharge the donation process and make implementation and management quick and easy.

Watch the following 60-second overview video to learn more:

Streamlining Matching Gift Requests With Auto-Submission

Traditionally, an employee wanting to file a matching gift request had to determine their eligibility for a match before identifying and completing the correct forms for their employer. Then, as outlined above, the matching gift request process typically requires an individual to log into a separate portal. There, they supply donation data and submit their matching gift form.

But today, the matching gift request process is being transformed. And it’s beginning with a shift toward 360MatchPro’s groundbreaking auto-submission functionality! Now, companies that enable this option through their CSR platforms empower employees with a one-click request opportunity directly from their favorite organizations’ giving pages.

Boost matching gift request rates with autosubmission

When requesting a match is as simple as selecting a checkbox on a confirmation screen, more donors will be inclined to do it⁠—which is why auto-submission is such an invaluable tool.

Streamline matching gift requests with 360MatchPro's auto-submission

Wrapping Up

Effectively navigating the world of matching gift requests can seem like a daunting task. But armed with the right knowledge and resources, donors can maximize the impact of their contributions to nonprofits like yours.

Keep in mind that as the fundraising organization, it’s your responsibility to ensure your audience is informed and encouraged to participate. And that means recognizing the potential for matching gifts and taking proactive steps to supply donors with company forms and guidelines.

Interested in learning more about effective matching gift fundraising practices? Check out these additional recommended resources:

Raise more through matching gifts with 360MatchPro.

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5 Political Campaign Lessons That Nonprofits Can Learn From

In major election years, political campaigns are at the top of everyone’s minds. Your organization’s supporters receive political advertisements and donation appeals alongside those from your nonprofit, and donors may even wonder where your organization stands on key election issues.

While 501(c)(3) nonprofits are prohibited from participating in or supporting specific political campaigns, that doesn’t mean you should ignore them. Not only can election results impact your organization’s work in the future, but there are also plenty of lessons you can learn from political campaign strategies to improve your own fundraising and marketing campaigns.

We’ll cover five concepts that political campaign staff understand well and explore how you can apply them to your nonprofit’s strategies.

1. Time is of the Essence

Since every political campaign runs on a hard deadline, they understand the importance of urgency in every facet of their operations. Political campaign staff plot out detailed field plans, campaign timelines, and editorial calendars to ensure that every action contributes to the ultimate goal of winning the election. They hit the ground running, leveraging volunteers to speak with hundreds of voters at a time about supporting their candidate.

You can approach your fundraising campaigns with the same mindset to increase their momentum and drive results. Try infusing more urgency into your nonprofit’s campaigns by:

  • Writing urgent calls to action. The calls to action (CTAs) that you include in fundraising appeals, social media posts, and emails should convey the importance of your nonprofit’s work and empower supporters to act now. For instance, the CTA “Donate to save a turtle today!” inspires more urgency than “Donate here.”
  • Hosting a phonathon. Political campaigns use phone and text banking to connect with many voters in short time spans. Your nonprofit can do the same by hosting a phonathon in which volunteers call and connect with numerous donors in one day using a standardized script.
  • Leveraging automation to connect with donors immediately. Marketing automation tools can help you increase the speed at which you reach out to supporters and drive more action. By automatically sending emails or texts immediately after a donor gives, for example, you can quickly strengthen that relationship and inspire further involvement.

Additionally, make sure to frequently update donors on the progress of your campaigns, projects, and programs to show them that your nonprofit is working urgently to put their donations to good use.

2. Public Opinion is Paramount

Political campaign strategists spend plenty of time and resources researching the opinions of voters and crafting messages that will resonate with them. They understand that voters get a candidate elected, just like a nonprofit’s donors enable it to further its mission, and they prioritize voter opinion effectively.

Donors’ opinions, priorities, and concerns should play a central role in your nonprofit’s strategy development, guiding how you approach marketing and fundraising campaigns.

To better understand and speak to your audience’s motivations, send out periodic surveys to ask for their feedback directly. Ask questions like:

  • Why do you donate to our nonprofit?
  • What do you consider to be the most important aspects of our cause?
  • What other causes are you interested in?
  • What kinds of programs do you want to see from us in the future?
  • If you could change one thing about our organization, what would it be?

Along with asking your donors directly, take into account research on the opinions of the general public. For example, 77% of consumers want to purchase from companies with corporate social responsibility (CSR) initiatives like matching gift programs. With this in mind, your nonprofit might prioritize your matching gift fundraising campaigns to appeal to the public’s interest in CSR.

3. Volunteers are Drivers of Change

Similar to nonprofits, most political campaigns don’t have large teams and therefore have to rely on volunteers for major efforts like canvassing and phone banking.

Because these efforts are so critical to the success of political campaigns, campaign staff understand and value their volunteers’ power to enact change. Some campaigns even use distributed organizing tactics, giving leadership positions to select volunteers and empowering them to lead their own volunteer teams on behalf of the campaign.

Your nonprofit can take inspiration from these tactics by improving your volunteer program and empowering volunteers to act. Use the following strategies to do so:

  • Emphasize skill development. No matter what kind of volunteer opportunities you offer, they involve certain skills that volunteers get to develop when they participate. Highlight the opportunity to improve soft skills like leadership and communication along with relevant hard skills like gardening or teaching.
  • Host peer-to-peer fundraising campaigns. Let volunteers take the lead on fundraising by hosting a peer-to-peer campaign in which they raise money on behalf of your nonprofit. These campaigns give volunteers a chance to develop their fundraising skills and deepen their relationship with your nonprofit.
  • Show appreciation to volunteers often. Volunteers are more likely to stay involved with your organization when they feel like their participation is appreciated and makes a genuine difference to your mission. Appreciate volunteers by sending thank-you emails, giving them small gifts, and regularly asking for their feedback.

With a more empowered, involved volunteer force at your disposal, your nonprofit can start taking advantage of corporate volunteering programs, too. Invite volunteers to tap into their employers’ volunteer grant initiatives to make an even greater impact on your cause.

4. Digital Channels Make a Difference

Your nonprofit likely already uses a variety of digital communication channels to connect with donors and spread greater awareness of your nonprofit’s work. But are you leveraging these channels to their full extent?

For political campaigns, digital marketing and outreach is a top priority. They use digital tools like text banking software, canvassing apps, and social media outreach tools to get their message in front of voters across as many channels as possible. They also use a mix of paid and non-paid advertising methods to reach new online audiences.

Think about the digital channels your organization hasn’t yet explored and how they could give your fundraising campaigns a boost. You might try tapping into video marketing, for instance. Or, you could leverage free programs like the Google Ad Grant to try out search advertising. Take stock of the resources you have at your disposal, then choose a few new digital avenues to tap into.

5. Mobilization Requires Multiple Touchpoints

Political campaigns don’t stick to one canvassing or volunteer recruitment method — they use a combination of phone banking, door-to-door canvassing, text messages, social media advertising, email, and more. Campaign staff understand that one message or conversation isn’t enough to mobilize voters and volunteers.

The same is true for nonprofits. To truly inspire action from your supporters, you need a multi-channel fundraising strategy that provides plenty of touchpoints with current and prospective donors. This may include channels like email, text, social media, direct mail, your website, and more.

For the best results, segment your audience based on factors like their donation histories, past involvement, and communication preferences. Then, tailor your outreach and fundraising appeals to the interests of each group to make every touchpoint more meaningful.

Applying These Lessons to Matching Gift Fundraising

Political campaigns and nonprofits may seem different on the surface, but both aim to enact change by touching the hearts and minds of their supporters. This is especially true when it comes to matching gifts — by mobilizing your donors to request matching gifts from their employers, you’ll inspire them to double their impact on the causes they care about.

To apply these political campaign lessons to your matching gift fundraising strategy, try taking the following steps:

  1. Use a matching gift automation tool to immediately follow up with match-eligible donors and instill urgency in your appeals.
  2. Solicit feedback from donors who have requested matching gifts before and use their opinions to guide your matching gift fundraising strategy.
  3. Promote matching gifts across all your online channels to create multiple digital touchpoints with match-eligible donors.

By incorporating these lessons into your organization’s next matching gift fundraising campaign, you can find new ways to engage supporters and mobilize them to act.

Discover everything nonprofits should know about creating donor recognition, walls, and signs.

Donor Walls, Plaques, & Signs: The Best Recognition Strategy

Imagine a place where every name tells a story of generosity, where each plaque and sign is a testament to selfless giving. That’s the power of well-conceived donor recognition. This guide invites you into a world where gratitude meets artistry. We’ll help you understand why expressing gratitude through donor walls, plaques, and signs is more than a courtesy—it’s a catalyst for continued philanthropy.

Recognizing donors is an art form, and through donor walls, plaques, and signs, your supporters’ contributions can be immortalized. This guide will help you fully understand these symbols of gratitude, from their basic concepts to the intricate process of designing them. We’ll explore the following:

Whether you’re a nonprofit, an educational institution, or a healthcare facility, understanding donor recognition is key to fostering lasting relationships with those who support your mission. In no time, you’ll create a recognition space that honors donors and inspires future generosity.

Download our matching gift guide, so you can increase fundraising outcomes and add more supporters to your donor walls.

FAQs About Donor Recognition Walls, Signs, and Plaques

What’s A Donor Recognition Wall?

This is an example of a donor recognition wall, showing how you can recognize donors by featuring their names.

donor recognition wall is a wall that displays the names of major donors or donors who contributed to a particular campaign. The wall can take many creative forms depending on the campaign. Donor recognition walls can display a lot of names, so they are most often installed after a large capital campaign. Walls are usually permanent installations, though digital walls can be updated often.

What’s A Donor Recognition Sign?

This is an example of a donor sign that a nonprofit might display at a 5K fundraiser.

Similarly to a donor recognition wall, a donor recognition sign often lists the names of donors who contributed to a particular campaign. A sign is usually portable and printed on a plastic or vinyl banner instead of metal or brick. As such, donor recognition signs are better choices for charity walks and other off-site or outdoor sponsored events.

What’s A Donor Recognition Plaque?

This is an example of a donor plaque, which can either be sent to the donor or displayed on a nonprofit's recognition wall.

When an individual, organization, or small group of individuals are the sole or lead donors to a particular campaign, honor those supporters with a donor recognition plaque. Plaques are often posted outside doors in buildings that a major contribution helped build. Donors could also take their plaques home with them if you don’t have anywhere permanent to house them.

How Much Do Donor Recognition Walls, Signs, Or Plaques Cost?

The cost of donor recognition walls, signs, or plaques can vary widely depending on factors such as:

  • Materials: Common materials include acrylic, glass, metal, and wood. Higher-end materials like bronze or tempered glass will be more expensive. Simple acrylic or wood plaques can start below a hundred dollars, while premium materials can run into thousands.
  • Size and Complexity: A small, basic plaque might cost as little as $50 to $200, while larger, intricate wall installations can cost anywhere from a few thousand dollars to tens of thousands, especially for custom designs or interactive digital displays.
  • Design and Customization: Custom designs, including engraving, intricate patterns, or digital elements like screens or interactive features, will add to the cost.
  • Installation: Professional installation can also increase costs, especially for larger or more complex structures.

As an estimate, small to medium-sized organizations might spend anywhere from a few hundred to several thousand dollars on donor recognition, while larger institutions with extensive customization and high-quality materials could see costs exceeding $10,000.

Get quotes from multiple vendors and consider the balance between cost, durability, and aesthetic appeal to find the best solution.

Learn how to conduct a feasibility study, so you can make sure you're prepared to pay for a donor wall, signs, or plaques.

How Do You Make A Donor Wall, Sign, Or Plaque?

To make a donor wall, sign, or plaque, you’ll need to work with a professional designer or signage company to design and manage the fabrication and installation process, ensuring that the final product aligns with the intended aesthetic and quality standards. For a more cost-effective solution, you might work with a local artist to hand paint a donor wall.

What Should Donor Recognition Walls, Signs, And Plaques Say?

When deciding what to write on your donor recognition walls, signs, and plaques, aim for grateful language that highlights your donors, not your own efforts.

Remember, the purpose of plaques is to reward your current donors and encourage prospective donors to give to future campaigns.

Think about phrases like:

  • “Donated in honor of her grandmother, Sarah.”
  • “Made possible by the generosity of Jenna Smith and her family.”
  • “In recognition of the charitable spirit of Matt Jones.”

Especially when creating plaques for individual donors, ask the honorees how they’d like to be acknowledged.

Why Donor Walls, Plaques, and Signs Are Effective

Donor walls, plaques, and signs all provide a tangible way to thank donors and create a sense of community. Each one serves as a visual testament to the generosity of the individuals and corporate sponsors who contribute to a cause or institution. Most commonly, organizations create these recognition installations to:

Get a demo of our matching gift software, so you can drive donations and add more names to your donor recognition wall.

  • Show donor appreciation. A key element of effective donor retention is showing your supporters you appreciate their contributions. An easy way to celebrate your donors is to post their names publicly!
  • Build a legacy. A wall, sign, or plaque sticks around for a long time, sometimes as long as the building is still standing. This long-term expression of gratitude speaks to donors, especially those leaving planned gifts to your organization.
  • Inspire others to give. It’s not just your past donors who see your walls, signs, and plaques — prospective donors also see them as they walk by or scroll by them online. Seeing the public commendation a donation receives will encourage others to give!

By showcasing names and contributions prominently, a donor wall, plaque, or sign fosters a sense of community and investment among stakeholders.

When to Recognize Donors on Walls, Signs, and Plaques

Any organization that wants to honor donors meaningfully can create donor recognition walls, signs, or plaques. This includes nonprofits, foundations, higher education institutions, faith-based organizations, athletic associations, and medical facilities.

In other words, recognize your donors if you have them! It’s just a matter of determining who you’ll recognize. Here are some types of impactful supporters to thank with your display or plaque:

Make sure you thank all sorts of donors on your donor wall, such as those who giving major donations or recurring gifts.

  • Your major donors deserve to have their names posted somewhere prominent. For example, you might name a certain hallway or room after a major donor who helped build it by donating to a capital campaign. If you raised money to construct or renovate a building, you’ve got a natural place to post your donor recognition wall or plaque permanently.
  • Planned gifts are often among the largest that a nonprofit receives, so planned givers should definitely be included in donor recognition walls, signs, and plaques. Prominently placing their names can even encourage others to leave planned gifts.
  • Matching gift donors put in the extra effort to request matches from their employers, so commemorate their efforts by featuring them on a donor wall or sign or by sending them a plaque.
  • In-kind donors are equally important to your other supporters. Especially if you host events, you’ve likely received some in-kind gifts from sponsors, such as a venue, equipment, or staffing. You can specify the kind of donation you received on your donor recognition wall, sign, or plaque.
  • Thank your crowdfunders by posting your donor recognition wall, signs, and plaques online! Many crowdfunding websites offer this feature.
  • Individuals aren’t the only ones who donate. Chances are, you rely on sponsors for revenue, too, so don’t forget to thank companies and organizations that sponsor your events or contribute to your campaigns!

Of course, you’ll want to set a threshold for how much someone needs to donate to earn a spot on your donor wall. Determine your contribution levels and what kind of reward will be associated with each one. Leverage your donor database to determine who meets each threshold. Then, add each contributor to your display.

How to Design Your Donor Recognition Displays

Now that you understand the fundamentals, let’s delve into the process of creating impactful and memorable recognition pieces, complete with examples and design tips.

Follow this process to create a standout donor recognition wall, sign, or plaque.

Choose A Style.

Start by considering where you’ll build your display. Your donor wall, sign, or plaque should complement its surroundings. In a historic building, traditional materials might blend in better, whereas in a new, minimalist space, contemporary designs could be more fitting.

In terms of materials, here are some common styles of donor recognition walls, signs, and plaques to consider:

  • Glass: For a clean, classic way to show appreciation for donors, glass is a great choice. However, glass walls and plaques aren’t as portable as other materials, so use glass for capital campaign donors who helped build a new building or another stationary object. Just make sure your glass wall is in a safe place, away from children or machinery that could break it!
  • Stone: Marble or granite creates a sense of permanence and prestige, making it ideal for monumental or commemorative displays.
  • Brick: When organizing a capital campaign for a building, especially for a school or hospital, a sentimental way to recognize your donors is with brick. The symbolism is obvious: your donors are the building blocks to your success. You could make an entire donor recognition wall sidewalk out of brick, or post plaques on individual bricks for your donors to take home with them.
  • Metal: Brass, bronze, and other metals are durable and versatile. That makes them suitable for both traditional and contemporary designs.
  • Acrylic: This is a versatile, cost-effective option that can mimic glass or be used in colorful designs.
  • Digital: What if you want to keep a running tally of your donors’ gift amounts, incorporating healthy competition into your donor recognition wall? What if you want to use your wall for more than one campaign? By installing a digital donor recognition wall, you can! Though it might be more expensive in the short term, you can reuse a digital wall more easily than permanent materials.

Each material has its unique qualities and can be chosen based on the desired aesthetic, durability, maintenance requirements, and budget.

Know What Elements to Include.

When designing a donor wall, sign, or plaque, incorporating key elements is crucial to effectively acknowledge contributions, show impact, and convey the right message. Depending on which type of display you choose, here are the fundamental components to include:

  • Fundraising Campaign Name: Clearly display the name of the fundraising initiative. This connects each donor’s contributions to the specific project they supported.
  • Donor’s Preferred Name: This personalizes the recognition and honors the individual or entity making the contribution.
  • Gift Amount: Listing the gift amount is optional, depending on your organization’s policy and donors’ preferences. When included, it can highlight the level of support and encourage others to contribute.
  • Organization’s Name and Logo: Feature your organization’s name and logo prominently to reinforce brand identity.
  • Timeframe of the Gift: Indicate the period during which the donations were made. This contextualizes the support and can be particularly relevant for ongoing or annual campaigns.

Each of these elements is vital for creating a meaningful, effective donor recognition display, ensuring that contributors feel valued and appreciated for their support.

Create A Strong Layout.

How you arrange elements on a donor recognition wall, plaque, or sign is a critical aspect of its design. For starters, ensure the layout strikes the right balance and avoids an overly cluttered or excessively sparse appearance. The layout must enhance the overall design and harmonize with the architectural characteristics of the surrounding space.

Above all, it needs to resonate with your organization’s purpose and align with your campaign’s objectives. For example, a sleek, minimalist arrangement might represent vibrancy, whereas a detailed, gallery-like setup could reflect the rich heritage of your organization’s endeavors.

Moreover, the layout offers an excellent chance to differentiate between various donor tiers through varying sizes and prominence. For instance, matching gift donors or top matching gift companies that support your nonprofit could have a special designation.

Infuse Your Nonprofit’s Branding.

Infusing your branding into a donor wall, sign, or plaque display is crucial for maintaining a consistent identity. For instance, a modern, tech-focused company might prefer a sleek, digital display, while a traditional academic institution might prefer classic materials like wood or brass.

To effectively incorporate your organization’s brand, consider the following elements:

  • Color Scheme: Utilize your organization’s color palette in the display. Consistent use of brand colors strengthens recognition and ties the donor wall to your nonprofit’s overall identity.
  • Logo and Typography: Incorporate your nonprofit’s logo prominently in the design. Ensure the typography used for other text matches or complements your official fonts.
  • Brand Messaging: Include key phrases or a mission statement that encapsulates your organization’s ethos. This reinforces your nonprofit’s purpose in the display.
  • Imagery and Graphics: If your brand has specific icons or graphic styles, integrate these elements into the design. This could be through background images, borders, or decorative elements.
  • Material and Style Consistency: Choose materials and a style that resonates with your nonprofit’s character. For instance, a modern, tech-focused nonprofit might opt for sleek, contemporary materials like glass or metal, while a community-oriented organization might prefer warm, natural materials like wood.

By following these guidelines, you can create a donor recognition display that not only honors contributors but also serves as an extension of your organization’s brand, enhancing its visibility and impact.

Working With A Donor Recognition Wall Agency

Working with a donor recognition wall, sign, or plaque agency can streamline and enhance the process of creating an impactful, professional display. These agencies specialize in understanding the unique needs and vision of organizations, bringing expertise through the following services:

Donor wall agencies can assist in several areas, including everything from selecting material to unveiling.

  • Design Expertise: These agencies offer professional design services to create a visually appealing and memorable donor wall. This can include innovative layouts, the use of color, and the organization’s branding.
  • Material Selection: Agencies can choose the right materials for the donor wall, such as glass, metal, wood, or digital displays. They understand the durability and maintenance requirements of different materials, ensuring that the wall remains attractive over time.
  • Digital Integration: For a modern touch, agencies can incorporate digital elements such as touch screens, allowing for interactive experiences and easy updates as new donors contribute. Some agencies also offer services to extend the donor wall experience to online platforms.
  • Scalability: They can design donor walls that are scalable, allowing for easy updates as more donors contribute over time, without compromising the overall design integrity.
  • Installation and Maintenance: They manage the installation process, ensuring that the donor wall is securely and properly installed. They can also provide guidance on how to maintain the wall.
  • Unveiling Events: Agencies can assist in planning unveiling ceremonies to celebrate and acknowledge donors, making the donor wall a focal point of these events.

For instance, Eleven Fifty Seven designs and builds custom donor recognition walls to celebrate your supporters and your purpose. They blend creativity with functionality, ensuring the final product aligns not just with aesthetic preferences but also with practical considerations like space, durability, and budget. From the initial idea to thoughtful designs to the finished product, their team will collaborate with you to create something truly meaningful.

Their process involves understanding your nonprofit’s needs and even includes a space planning process. Through on-site and virtual brainstorming sessions with your team, Eleven Fifty Seven develops the entire look and feel of your donor recognition wall, ensuring it’s unique. Then, their team handles to process of creating your donor recognition wall by doing all the fabrication in-house, as well as handling project management and installation.

Whether you’re looking to create a traditional donor recognition display or think beyond the wall, Eleven Fifty Seven can help you do it.

Additional Donor Recognition Resources

In the tapestry of philanthropy, each thread of support weaves a rich narrative of community, innovation, and progress. Recognizing the individuals behind these threads transforms gratitude into an art form.

A well-branded donor wall, sign, or plaque can act as a powerful marketing and engagement tool. You’ll not only acknowledge donors but also communicate your organization’s values to visitors, potential donors, and the wider community.

To continue learning about powerful fundraising and donor recognition, explore these carefully curated resources:

Get a demo of our matching gift software, so you can drive donations and add more names to your donor recognition wall.

The title of the post next to a graphic of a man pointing at a data report.

Understanding the Fundraising Cycle: 5 Ways to Raise More

Whether you’re a seasoned nonprofit professional or a newcomer to the fundraising world, your team likely follows a similar set of processes to attract, acquire, and retain donors. This framework is called the fundraising cycle, and optimizing your current practices can make a big difference in your campaign results and donor retention rate.

To help you start optimizing your fundraising cycle activities, we’ll review these topics:

Understanding your organization’s approach to the fundraising cycle can greatly enhance your fundraising prowess. As we review the details of the fundraising cycle, consider how your nonprofit currently operates within each stage. Let’s explore how to leverage these tips and secure sustainable support.

Click here to learn more about how matching gifts can improve your fundraising effectiveness.

 

Fundraising Cycle: Important Terms to Know

You’ll likely encounter these terms as you delve deeper into the fundraising cycle. Here are their definitions and an extended example of an animal shelter to contextualize them:

The fundraising cycle refers to the strategic steps nonprofits take to boost fundraising results.

The animal shelter’s fundraising cycle starts by identifying goals, which is followed by planning adoption drives and fundraising events, which is followed by the launch of these campaigns and ends with the nonprofit assessing performance.

The donor cultivation cycle is the process of nurturing connections with donors over time with strategic interactions and communication cadences.

The animal shelter creates a strategy of organizing an open house adoption fair, inviting interested supporters to a small-group shelter tour, and then concluding the cycle by inviting these attendees to the shelter’s annual fundraising event. 

Sustained donor engagement is the ongoing involvement and interest donors display in your nonprofit’s programs, story, mission, community, and beneficiaries.

The animal shelter keeps donors updated and interested in its cause by sending out monthly donor newsletters highlighting new additions to the shelter and pointing out upcoming fundraising events.  

Donor dynamics are the evolving characteristics, behaviors, interests, and preferences of your donor community. 

The animal shelter notices a shift in their donor dynamics when it experiences an influx of young professional donors who prefer to give on mobile devices, so the organization revamps its online giving page to align with their preferences. 

The donor lifecycle represents the stages through which your nonprofit’s average donor progresses throughout their relationship with your organization.

An average donor lifecycle for the animal shelter might be a donor who hears about the shelter from a friend, adopts a pet, donates at least once a year, and eventually upgrades the value and frequency of their gifts. 

Donor cultivation is the practice of building strong relationships with potential donors to secure a gift from them.

The animal shelter’s team invites animal lovers in the community to join them for an adoption open house where the nonprofit can show the impact of its mission in an emotional way and secure support.

Donor stewardship is the practice of managing and deepening existing donor relationships to maintain or upgrade their involvement with your organization. 

After a donor gives for the first time, the animal shelter’s team sends a personalized thank-you letter. Also, the team puts the new donor in an outreach segment that’s designed to suggest new engagement opportunities so they can scale up their support. 

Donor development encompasses all efforts and tactics your nonprofit uses to strengthen its relationship with donors, no matter the stage of its lifecycle.

The animal shelter practices donor development by prioritizing outreach and building relationships with donors and prospects by leveraging the emotional impact of adopting an animal. As donors progress through their lifecycle, tactics get increasingly personalized so that the donor trusts them enough to devote more gifts to them over time. 

Now that you know these essential terms, let’s answer some other questions you might have about the fundraising cycle. 

Fundraising Cycle FAQs

What are the stages of the fundraising cycle?

Fundraising cycles might differ from organization to organization, but the typical fundraising cycle includes these stages. Let’s view them through the lens of the example animal shelter from earlier:

The fundraising cycle (as explained below)

Identification, in which nonprofits pinpoint donor prospects.

The animal shelter uses multiple analytics and strategies to pinpoint potential donors who are more likely to support its cause. The team focuses its efforts on those who have adopted animals from them.

Qualification, in which nonprofits assess the donor’s capacity and likeliness to give.

Once the animal shelter’s team has pinpointed a group of donor prospects from its group of adopters, it examines the public information available that could signify each prospect’s financial capacity to give. For instance, the team could leverage public records to research the prospect’s past contributions to charitable causes, as well as their participation in animal welfare programs as volunteers.

Cultivation, in which the nonprofit builds a relationship with the donor.

Next, the animal shelter’s team gathers the contact information for each prospect and adds them to its outreach stream. To show prospects how important the shelter’s work is, the team might invite them to a behind-the-scenes tour of the facility or highlight metrics from previous annual reports in outreach materials.

Solicitation, in which the nonprofit asks the donor to give.

Depending on the prospect’s giving potential, it might take the animal shelter’s team some time to build a strong relationship with them. After the team has cultivated a firm connection with the prospect, it’s time to make an ask tailored to the prospect’s interests, preferences, and giving potential. 

Stewardship, in which the nonprofit shows gratitude for the donation and attempts to retain the donor.

Once the prospect has donated, the animal shelter’s team expresses its appreciation. For example, the team might send a handwritten thank you note, publicly recognize the donor online, or add them to a plaque in its office. Even after the donor gives, the team continues strengthening their relationship so the donor renews their support in the future.

Your fundraising circle will eventually follow this pattern with consistent iteration over time: The stages of the donor lifecycle (as explained below).

  • After the nonprofit donor gives for the first time, they’ve been acquired by your nonprofit.
  • Then, the nonprofit either loses the donor’s support and they lapse, or the nonprofit retains them.
  • Over time, if the donor expands their engagement with the nonprofit (either by increasing the value of their contributions or supporting the nonprofit in additional ways), they become upgraded.
  • After this stage, your nonprofit has firmly won the donor’s trust and they’re more likely to remain a long-term advocate for your cause.

Learn more about optimizing your donor lifecycle with our ultimate guide.

Why is the fundraising cycle important?

Using the fundraising cycle as a blueprint for your own strategies can help your nonprofit:

  • Develop standard fundraising processes. Once your nonprofit has found strategies that work for your community and niche, standardizing these processes can help save time spent on outreach and cultivation. 
  • Adapt to a changing donor base. As you optimize your practices to reach new donors, such as integrating technology into your workflow, using your standardized fundraising cycle can help adapt to new donor preferences, too. 
  • Build long-term relationships. As previously mentioned, expanding the fundraising cycle long-term can yield a highly loyal donor community. 

Leveraging the Fundraising Cycle: Top Strategy for Each Stage

As you plan to implement a fundraising cycle for the first time or optimize your existing setup, keep these tips in mind to improve your efforts.

Identification Stage: Use Data Analytics and Key Performance Indicators

In the initial stage of the fundraising cycle, your team needs to start strong by precisely researching and pinpointing donor prospects. By using a data-driven approach, your nonprofit can reduce errors, save time and resources, and quickly funnel prospects to stage two. These tips can help you implement data analytics and key performance indicators (KPIs) into your strategy:

  • Pick your KPIs based on your goals. There are many KPIs your nonprofit can choose to monitor, but you should spend your time on the ones that most accurately align with your objectives. 
  • Leverage predictive modeling. Take your analytics to the next level by adding predictive modeling to your strategy. This technique allows you to use historical data from your CRM and algorithms to predict which individuals are most likely to convert into donors. 

Throughout this stage, ensure that your team is following the correct data hygiene protocols so you can maintain efficiency and effectiveness. NPOInfo’s guide to data hygiene for nonprofits suggests adding these activities to your routine:

  • Standardize your data formatting and collection processes.
  • Regularly back up your data.
  • Invest in data appends to account for any missing information

Qualification Stage: Implement Donor Scoring 

Once you’ve identified donor prospects, you need to prioritize who you plan to reach out to so you can secure gifts faster. Donor scoring provides a standard measurement to help you structure your outreach. You can score donors based on the following criteria:

  • Giving History and Preferences
  • Wealth
  • Connection to Your Cause
  • Referral Source
  • Demographic Factors
  • Community Connections
  • Communication Preferences and Responsiveness

Your nonprofit should pick criteria that align with your objectives. For example, if your nonprofit is deeply involved with a corporate sponsor, you might consider adding a field to account for that sponsor’s employees as they might have unique motivations for supporting your cause. Here’s an example donor scorecard to inspire your nonprofit: 

 A donor scorecard with the aforementioned criteria.

Cultivation Stage: Segment Donor Audiences

From general community members to major giving prospects, your team has many donor audiences that you should target with your communication strategy. However, to resonate with the most donors possible, you need to create unique messages for them. 

You can conduct personalized donor outreach efficiently by segmenting your donors based on shared characteristics. For example, you might segment them based on their relationship to your mission, demographic factors, or giving capacity. That way you can send out targeted communications without painstakingly writing an original message for everyone. 

As you start to segment your communications, consider adding these tactics to improve results:

  • Refine segmentation criteria. Over time, your target audience will evolve in numerous ways. Keep tabs on your segments and consider ways that you can better reach them. For instance, if you gain a large amount of younger donors, you might want to add SMS messaging into your outreach so you can align with their communication preferences.
  • Test your communications for effectiveness. You can gain important insights into your outreach strategy by testing it against other methods. A/B testing is an effective way to understand how different segments respond to different communications. For instance, you might draft two separate emails for two halves of the same segment. Depending on how each half responds, you can see which tactic is more effective. 
  • Automate segmentation. If you aren’t sure which segmentation tactics would work best for your audience, you can use technology to find the best options. Marketing software with automated segmentation can provide you with custom recommendations based on your goals and the information stored in your CRM. Plus, marketing software can also automatically create contact lists so you can send out communications quickly once you have segments planned.

Solicitation Stage: Promote Matching Gifts

The fourth stage is the most crucial for achieving your end goal of securing a donation. Offering many ways to give helps you target as many prospects as possible and convert them into loyal donors. You likely already offer tried and true ways to give such as individual donations, but you can attract even more people by promoting and leveraging matching gifts. 

Did you know that 84% of donors are more likely to donate if they know their gifts will be matched? Many employers offer matching gift programs, which your nonprofit can leverage to inspire community members to give. Besides promoting matching gifts, you can boost the likelihood of donors matching by using matching gift software. The right solution will connect to a database of companies with matching gift programs and tell your donors about their company’s policy based on their work email. Ultimately, offering matching gifts is a win-win-win—your nonprofit receives crucial funding, your donors can multiply their impact effortlessly, and their employers can give back to a worthy cause.

Want to learn more about matching gift software? This educational video from Double the Donation is a great resource for beginners:

Stewardship Stage: Leverage Donor Feedback Loops

Once you’ve acquired donors, you need to actively maintain your relationship with them to keep them actively engaged long-term. Feedback loops can inform your engagement strategy with insights straight from your donors and help them feel valued by your organization. Here’s how to implement them to improve your fundraising cycle:

  • Provide user-friendly ways to give feedback, such as online surveys.
  • Keep donors informed on your feedback-evaluation process.
  • Respond to each donor personally and inform them why you did or didn’t end up accepting their idea.

By openly communicating with donors during the feedback process, you demonstrate your commitment to improving your practices to serve donors better and that you respect your donors’ opinions. This can help you attract more donors in the future and retain current donors

Wrapping Up + Additional Resources

Now that you understand how the fundraising cycle works and why you should leverage it, you can start creating and improving your own. With some planning, standardization, and iteration, your nonprofit can make a solid structure that works for your niche and, ultimately, improve the donor journey and secure lifetime support. 

Supercharge your fundraising cycle by leveraging the easiest way to give: matching gifts. Click here to get a demo of Double the Donation, the top matching gift platform.

This article explores the best alumni websites and what you can learn from them to boost your own site’s engagement.

9 Best Alumni Websites & How to Drive Engagement with Yours

Your university’s alumni are vital members of your community, and they need a place to go when they have questions about resources, events, and ways to give back—that’s where alumni websites come in.

These websites aren’t just online hubs for your alumni community, they’re also valuable tools for boosting alumni engagement and retaining donorsIf you’re creating an alumni website for the first time or looking for improvement ideas, the best place to start is other successful websites. In this guide, we’ll explore:

As we analyze the best alumni websites, we’ll also touch on key strategies you can use to boost website engagement, from telling alumni stories to promoting matching gifts. Let’s get started by covering the essential features every alumni website needs.

Boost alumni engagement and fundraising by adding a matching gift tool to your alumni website. Click to get a demo and see how it works.

Essential Alumni Website Features

Just like your main university website must address the needs of prospective students, parents, donors, and current students, your alumni website should feature everything your alumni may need or want to explore. This makes it essential to have clear navigation to the most important pages and information alumni will be looking for.

For most universities, this includes:

An infographic listing the essential alumni website features, also listed in the text below

  • A donation page. Alumni who love their alma mater and want to give back to current and future students should be able to easily find your donation page. Make sure there’s a prominent link or button leading to your donation page in your website’s navigation bar. On the page itself, include a mobile-friendly donation form, suggested donation amounts, and information about how to request a matching gift for your university.
  • News and upcoming events. Engage visitors by regularly highlighting news stories about notable alumni, sharing important university updates, and promoting alumni events. You may do this by creating specific pages or blog categories for news and events. Or, highlight them on your homepage by adding a calendar widget or a rolling carousel of blog posts.
  • An alumni directory. One of the main reasons alumni visit your website is to network with other alumni in their field. Make it easy for alumni to connect by creating a password-protected alumni directory and hosting it on your website. In the directory itself, enable filtering by college, major, and location. You can also use this page to promote alumni groups and networking opportunities to those looking to connect.
  • Career services information. Resources and career services that alumni can access should be front and center on your alumni website. Create a page that includes instructions for accessing career services, job listings, and professional development opportunities, then include the page in your site’s navigation bar.

In addition to these essentials, your alumni website should provide other ways for alumni to engage with your university, such as by volunteering or attending school sporting events. If you’re not sure which aspects to focus on, use tools like Google Analytics to analyze the engagement activity on your site and find out which pages alumni visit the most.

9 Best Alumni Websites to Get Inspired By

Now, let’s take a look at a few top alumni website examples and discuss what you can learn from them to improve your own website.

1. Princeton

Princeton’s alumni website homepage, featuring a volunteer photo and news story

Princeton’s alumni website is a masterclass in spotlighting alumni news, stories, and events. Right from the homepage, visitors can read the stories of four different notable alumni and feel immediately connected to the Princeton alumni community. As you scroll through the page, you’ll find information about upcoming events to join, university news to catch up on, and a fundraising campaign you can donate to.

Best of all, the Princeton alumni website includes numerous clear calls to action (CTAs) that invite alumni visitors to register for events, watch videos, volunteer, and connect with the community.

2. Washington University in St. Louis

The Washington University in St. Louis’s alumni website homepage

When alumni visit Washington University in St. Louis’s alumni website, they’re greeted with the empowering, welcoming message: “You are WashU forever.” This homepage immediately makes alumni feel at home and takes them back to their days at their alma mater, boosting the chances that they stay on the page and engage with the website.

Directly below this message, five clear CTAs introduce user pathways addressing the main reasons alumni visit the website—to access the directory, find alumni networks, explore events, or learn about upcoming reunions. By honing in on these user motivations and speaking to them right away, this website empowers alumni to find what they’re looking for quickly.

3. California Institute of Technology

The donation form on CalTech’s alumni website, featuring recurring giving options and a matching gift search bar.

One of the highlights of the California Institute of Technology alumni website is its donation page. The form allows alumni to choose from a variety of departments and scholarship programs to support with their donation, and then provides multiple giving options so alumni can choose the donation method that’s most convenient for them.

Specifically, CalTech’s donation page includes a matching gift search tool that alumni can use to find out if they’re eligible for employee giving programs. The donation page also lets alumni designate honorees for their gifts and even donate cryptocurrency.

Boost alumni engagement and fundraising by adding a matching gift tool to your alumni website. Click to get a demo and see how it works.

4. Morehouse College

The homepage of Morehouse College’s alumni website, which features a video for its Give 1 Get 1 campaign

The website for Morehouse College’s alumni association exemplifies the power of video storytelling to connect with alumni and encourage donations.

On its homepage, this alumni website features a video about the association’s “Give 1 Get 1” fundraising campaign. The video follows a student in need of tuition assistance and several alumni who each donate $100 and call one other person to do the same until the student’s bill is paid. This empowering video is followed by a large CTA button that encourages alumni to support their mission and give back just like those in the video.

5. Rhode Island School of Design

A section of one of the best alumni websites, the Rhode Island School of Design 

The Rhode Island School of Design (RISD) makes the best alumni websites list thanks to the clear, comprehensive user pathways on its homepage. The website divides actions users might want to take into three categories: Get Involved, How Do I?, and Learn More. Each section then includes links alumni can follow to go right to their desired destination.

6. Vassar College

The ways to give back section of Vassar College’s alumni website

Look to Vassar College’s alumni website if you need inspiration on how to encourage alumni to get more involved. On this website’s homepage, it features three prominent ways to give back: Make a Gift, Volunteer, and Be a Mentor. Each one is paired with a compelling image, a short blurb about why alumni should give back, and a link to get started.

7. Stanford University

The alumni directory on Stanford University’s alumni website

Every alumni website should include a directory that alumni can use to find their peers and network with community members. Stanford’s alumni directory is especially compelling since it features a backdrop of alumni headshots, emphasizing the breadth and diversity of Stanford’s alumni community. It also includes three links users can follow to visit the directory, update their profile, and explore FAQs.

8. Brandeis University

The eCard sending page on the Brandeis University alumni website

The Brandeis University alumni website gives alumni a variety of unique ways to engage with their community, including by sending branded eCards. Alumni can send the eCard pictured above to any of their friends and peers to invite them to the university’s upcoming alumni weekend.

9. University of Georgia

The news section of UGA’s alumni website, featuring six different blog posts

The University of Georgia (UGA)’s alumni website has a great alumni news section to keep all of its alumni up to date and in the know. This page includes alumni stories, news about new programs, and information about upcoming football games alumni can attend.

Alumni Website Design Tips

Ready to optimize your own website after seeing the possibilities? Keep these alumni website design tips in mind as you do so:

Anticipate website user intent

As mentioned earlier, the best alumni websites are built around users’ reasons for visiting. You can get into the details of your alumni’s unique motivations by analyzing site engagement metrics or sending out a quick survey to ask alumni directly what they want to see from your website.

However, there are also plenty of common motivations for visiting alumni websites that you can start with. For instance, many alumni will visit your website to:

  • Connect with other alumni for networking purposes.
  • Find professional development resources and other alumni benefits.
  • Donate to your university or alumni association.
  • Keep up to date on the latest alumni and university news.
  • Find information about alumni events, reunions, and volunteer opportunities.

Make sure that your website not only addresses all of these needs but also makes it easy for users to find everything they’re looking for. Consider adding standout CTA buttons on your homepage that speak directly to alumni and lead them to pages they’re commonly searching for.

Improve UX

Next, take steps to provide a better user experience (UX) for the alumni who visit your website. UX refers to how easy it is for users to navigate your website and engage with content throughout their user journeys. Take the following steps to optimize your site’s user journeys:

  • Improve navigation. There should be clear, straightforward user pathways that begin on your homepage and take visitors to your most important pages. Create these pathways by including several straightforward CTAs in your site’s header, navigation bar, and footer.
  • Optimize for mobile. 57.8% of website traffic comes from mobile users. Ensure that alumni visiting your website on their phones don’t run into errors or have to jump through hoops to find information. Test your site’s mobile performance often and make any necessary adjustments.
  • Remove visual clutter. You don’t want to overwhelm website visitors with too many images or text blocks on any given page. Limit clutter by prioritizing the most important visual elements on each page and removing the rest.
  • Improve load speeds. If your website takes too long to load, alumni won’t be able to find what they’re looking for quickly. Improve load speeds by compressing images, setting visuals to lazy load, and minimizing HTTP requests.

If you’re not sure how to make some of these improvements, consider working with a web design firm. These experts can help you leverage your content management system (CMS) effectively and ensure your website follows all web design best practices.

Tell alumni stories

Highlighting high-achieving alumni on your website helps strengthen relationships and instill a sense of pride in the alumni who visit it. If you don’t have one already, consider adding a page or blog category to share the stories of specific alumni.

On this page, you can celebrate alumni by sharing news stories and one-on-one interviews. Include photos, videos, direct quotes, and testimonials to let alumni tell their stories in their own words. Mention their class year and other details about their time at your school to help readers connect with them. Consider including a quick form at the bottom of the page that alumni can fill out if they want to share their own story or nominate one of their peers.

Highlight matching gifts

Matching gift programs allow alumni to double their monetary gifts to your university at no additional cost. In these programs, companies commit to matching their employees’ donations to eligible schools and nonprofits at a 1:1 or even 2:1 ratio. This means that if an eligible donor gives a gift of $100, their company would provide an additional $100 donation for a total of $200 for your school.

Matching gifts are an impactful opportunity that’s worth highlighting on your alumni website. Take a look at just a few of the ways spotlighting matching gifts on your website can benefit both alumni and your university:

3 graphics of gift boxes with text about the benefits of promoting matching gifts on alumni websites, listed in the text below

  • Alumni can double their impact without increasing their donations.
  • Your university can double—or even triple—your fundraising revenue.
  • Alumni are more likely to donate larger amounts if a match is offered.

To access these benefits, start by using a matching gift platform that enables alumni to request matching gifts right from your donation page. As they make a donation, they can quickly input the name of their employer and be automatically directed to eligibility and request information. With auto-submission functionality, you can simplify the process for alumni even further. Here’s how it works:

Visuals of the three-step matching gift auto-submission process on alumni websites, listed in the text below

  1. A donor fills out your donation form as usual.
  2. They enter their work email address and check a box to submit a matching gift request automatically.
  3. The platform submits the request for them, and the donor’s work is done!

Once you have a system in place for simplifying donors’ match requests, take extra steps to promote matching gifts throughout your website. Add matching gifts to a Ways to Give page, write blog posts about the additional impact alumni can make, or create a video explaining how the process works. The more you highlight matching gifts across your alumni website, the higher chances you’ll have of doubling your donations.

More Resources for Designing Alumni Websites

With these examples and best practices in mind, you’ll be well-equipped to optimize your alumni website in ways that boost engagement, increase fundraising revenue, and help your alumni find what they’re looking for.

If you want to learn more about improving your website and how matching gifts can make a major difference for your university and alumni, check out these additional resources:

The best alumni websites spotlight matching gifts. Click to demo the #1 matching gift platform you can use to engage alumni and raise more.

Mastering Donor Retention: How to Build a Stewardship Matrix

Nonprofits thrive on the generosity of committed donors, whose loyalty funds their mission-related work year after year. Not only do returning donors provide reliable support for nonprofits, but they also give 42% more than one-time donors on average.

But with retention rates hovering around 40% in recent years, your organization needs a clear plan for keeping your donors coming back. In this guide, we’ll explore how you can do just that by discussing a stewardship matrix in the following topics:

This means donor retention is not just a technique to raise more—it’s a necessity for fulfilling nonprofit missions! Let’s get started by defining a stewardship matrix.

Learn more about matching gifts to incorporate them into your stewardship matrix.

What is a stewardship matrix?


A donor stewardship matrix is an outline of the method and cadence your nonprofit will use when reaching out to donors. This stewardship plan standardizes outreach by establishing a dedicated timeframe for engaging each donor.

As a nonprofit professional, you’re likely familiar with stewarding donors, or the process of building relationships with donors after they contribute to your organization. While there are plenty of tips available for nonprofit leaders about engaging donors more deeply, the only way to successfully master stewardship is with a comprehensive plan.

To prepare a donor stewardship matrix, your nonprofit will need to evaluate the following:

An infographic listing statistics about donor segments, communication channels, and timelines, which are discussed in the text below.

  • Donor segments: Know the different appeals donors need to hear. For example, 40% of Millennial donors are enrolled in a monthly giving program and 52% are more likely to give monthly than to make one large donation. Your nonprofit might plan to promote monthly giving to this segment to increase the chances of these donors giving.
  • Communication channels: 48% of donors say that regular email communications are most likely to keep them engaged and inspire repeat donations, followed by social media (18%), print (16%), handwritten notes (12%), and phone calls (6%). Leverage these channels accordingly to reach donors in a way they’re likely to respond to.
  • Timeline: Knowing when and how frequently donors prefer to give can guide your requests. 94% of recurring donors prefer to give monthly, 3% weekly, 2% annually, and 1% quarterly.

When taking these details into account, your nonprofit can create personalized and meaningful communications for specific audiences. Let’s take a closer look at how to develop a stewardship plan.

How to create a donor stewardship plan


Acknowledging the need to steward donors is just step one. To craft a stewardship plan that effectively engages donors and secures their long-term support, follow these steps.

Segment your donors.

Your nonprofit’s stewardship efforts are based on its donor composition, meaning you must learn about the individuals that make up your supporter base to cultivate meaningful relationships with them. Start with an overview of your supporter base by visualizing donors’ current engagement levels in a pyramid format.

An example of a donor pyramid, which can be used to develop a stewardship matrix.

Your donor pyramid will be unique to your organization, but it can generally include first-time, recurring, and major donors. Keep in mind that the goal of your donor stewardship plan is to move supporters from lower levels of the pyramid to higher levels.

Along with these categories of giving levels, identify shared characteristics among your donors and group them into donor segments accordingly. Donors’ preferences and interests can help you more accurately target your outreach to appeal to them individually. Some common determinants of donor segments include:

  • Demographics
  • Involvement history
  • Communication preferences

To create these segments, you’ll need thorough and accurate donor data. Collect information about your donors through surveys, donation forms, conversations at a fundraising event, or by hiring a data appending service. Then, implement a standardized process for inputting data into your nonprofit’s database. Ensure it stays up-to-date over time and free of errors or duplicate entries.

Determine communication types.

Using what you know about your donors, start developing ideas about how to best engage each group. You’ll need a well-rounded approach to successfully move donors up the pyramid. Consider including the following types of communication:

The communication types in a stewardship matrix propelling donors through the donor pyramid.

  • Acknowledgment: Let donors know their involvement is noticed and appreciated by your nonprofit to immediately connect with them upon engaging with your organization.
  • Recognition: Take acknowledgment a step further by thanking donors specifically for their contributions. Remind them that your mission would be impossible without them and make them feel like an integral part of your work.
  • Reporting: 41% of donors say they would give again if they received personalized outreach on the impact of their support. Show supporters what their donations have accomplished to help them feel valuable to your organization, and show them what additional donations could accomplish to inspire further support.
  • Ongoing engagement: Develop a plan for ongoing engagement that accounts for donor feedback. This includes direct donor engagement strategies, like inviting them to continue their involvement in a specific way, as well as opportunities for donors’ voices to be heard, like feedback surveys.

Your stewardship matrix will only be complete with several types of communication since a variety of messages are needed throughout the donor lifecycle to engage them in different phases of giving. Keep your donor segments in mind as you establish these communication types and determine which messaging each group would prefer to hear.

Brainstorm stewardship activities.

Narrow your stewardship strategy by getting specific with the actions you’ll take to send these messages. Within the above categories of communication types, create specific activities to deepen donors’ connections with your organization. Some highly engaging ideas include:

  • Sending eCards for any occasion
  • Offering other involvement opportunities
  • Sharing impact reports
  • Soliciting feedback

To make these activities even more engaging, plan messages outside of your typical donation request or follow-up. For example, a fun eCard on a donor’s birthday can show that you care about them as individuals, not just ATMs with legs.

Outline a donor stewardship matrix.

After establishing your donor segments and developing a list of activities to engage them, your nonprofit can officially create its donor stewardship matrix.

Break down your activities into the different types of communication we discussed earlier and create a timeline for when those communications will be sent out. While your donor stewardship plan will be unique to your nonprofit and its supporter base, you can use the following template and steps as a guide to organize your communications:

An example of a stewardship matrix template.

  1. List out your communication types. These are the focuses of communication you outlined after donor segmentation, such as recognition or reporting.
  2. Assign activities to each communication. Create communication activities to achieve each of the goals listed in the previous step.
  3. Specify a timeline for each activity. Determine a deadline for each activity to be completed that ensures maximum engagement. For example, you’ll want to thank a donor within 24 hours of receiving their donation to show you value their gift and keep your organization top of mind.
  4. Assign donor segments with activities. List out your groups of donors and mark which ones should be engaged with each activity. For example, a welcome email would help first-time donors feel welcomed into your organization, but this wouldn’t apply to recurring donors who have been part of your nonprofit for years.

Remember that this donor stewardship plan will integrate with your organization’s overall communications strategy. Be careful not to overwhelm donors by ambushing their inboxes with thank-yous, donation appeals, and other communications.

The best way to organize your communications plan is to designate a specific stewardship committee within your marketing team. This way, those in charge of your stewardship plan will have an understanding of your overall communications and the resources to coordinate with your communications team so that the timing is well-planned.

Implement your donor stewardship plan.

After explicitly laying out your stewardship matrix, it’s time to put your plan into action! Immediately begin the process with newly-acquired donors and track your communications with them.

For existing supporters, use your newly created donor segments to launch stewardship efforts with them, as well. Be careful to track each communication and add special notes about interactions where relevant. This way, you’ll get to know your supporters even better and track their engagement with your organization over time.

Stewardship matrix best practices


Consider these additional tips for making the most of your stewardship matrix.

Regularly qualify your donors.

Imagine this: Sally, a senior in college, is a new donor who contributed to your nonprofit for the first time this year. You successfully steward her, and she continues to give frequently for the next five years.

A lot can change in five years, which is why you’ll need to re-evaluate your donor segments over time to ensure each donor is properly categorized. Sally, for example, might enter an entirely new segment after graduating college, getting a new job, and potentially going through other life changes, such as moving to a new city.

An image representing donor qualification, which nonprofits use when re-evaluating their stewardship matrix.

Donor qualification is the process of analyzing your donor segments and allows your nonprofit to keep an eye on its changing donor base. Ultimately, you’ll be able to uncover new stewardship opportunities by keeping track of donors’ life changes, not only by properly segmenting them but also by knowing them on a personal level.

Re-evaluate your plan over time.

Stewardship is a cycle in that as you learn more about donors through your donor stewardship plan, your activities and efforts should evolve. Regularly evaluate which areas can be improved and how you can strengthen relationships with your donors.

To do this, gather feedback from donors and your stewardship team. Donors can provide insight into how your current stewardship plan makes them feel, but your team’s feedback is similarly necessary for determining how their roles impact your plan and what areas for improvement they’ve identified.

Create giving societies.

Make it easy for donors to increase their engagement with clearly defined giving societies. Establish a donation amount required for membership (or an annual membership fee) to encourage donors to give more. In exchange, they’ll receive benefits associated with the membership, such as exclusive merchandise branded to your organization or access to VIP events.

By incorporating giving societies into your stewardship strategy, you’ll add an element of prestige to donating. Plus, this helps to cultivate a stronger community of supporters when members mingle at events and get to know each other better.

Tools for increased donor stewardship


While a thoughtful stewardship plan can significantly improve donor retention, the right tools can supplement your plan by streamlining your efforts.

Donor-facing technology

Whether your stewardship communications prompt donors to take a certain action or simply information, you’ll need to ensure they can receive your message and act on it easily. Consider the following donor-facing tools for your strategy:

  • eCards: Make your communications more engaging with digital greeting cards branded to your organization. These cards, typically sent via email, can be sent for any purpose, including celebrating holidays, acknowledging donations, or even collecting donations when supporters send eCards to friends and family members in exchange for a small donation to your nonprofit.
  • Accessible website: Many of your communications will send donors back to your website since it’s a hub for all the most important information about your nonprofit. Ensure your website is easy to navigate and follows your stewardship strategies, using elements such as beneficiary testimonials to make donors feel valued and important.
  • Matching gift auto-submission: Matching gifts are a proven way to engage donors, with 84% of donors saying they’re more willing to donate if a match is offered. Embedding an auto-submission tool on your nonprofit’s website makes it easy for donors to check their eligibility and submit a match request, instantly doubling or tripling the impact of their gift.

In addition to making match requests a breeze, auto-submission tools can further show donors that you’re working to maximize their gifts and drive real impact with every contribution, especially when paired with background information about the significance of a matching gift program. For more information on how to leverage such a tool, watch the video below:

Data management tools

To create donor segments and ultimately plan communications for your unique supporter base, you’ll need organized data in an easily navigable platform. Consider investing in a constituent relationship management (CRM) solution to manage your donor data and details about their contributions.

Depending on the solution you choose, some CRMs even automate many of the stewardship processes for you, such as donor segmentation or sending communications. These tools can even compile reports to make it easier for your nonprofit to draw insights from your donor data.

Online giving software

Various giving tools can make online donating easier for your donors by creating donation forms, safely processing payments, and automating donation receipts. According to Getting Attention, these tools can also simplify donor data collection for your nonprofit by collecting contact information, giving preferences, and other important details.

Next steps for your donor stewardship plan

With a stewardship matrix, your nonprofit has a powerful and unique tool for donor retention. It unlocks your ability to deepen relationships with supporters and ultimately raise more, decreasing the chances of donors lapsing over time.

Be careful not to neglect this tool as your supporter base grows and evolves. To effectively steward donors, your plan must also grow and evolve. Use the right technology, leverage valuable donor data, and always look ahead to identify other opportunities for engagement.

For more ideas and expert tips on stewardship strategies, check out these additional resources:

  • How to Start A Donor Retention Program for Your Nonprofit. Now that you’ve learned everything you need to know about creating a stewardship plan, expand your efforts by establishing a complete retention program. Learn everything you need to know to get started in this guide.
  • What Is Phone Number Appending? How the Process Works. Accurate donor data is crucial to every donor stewardship plan. Explore this guide to phone number appending so you can ensure your nonprofit has access to the most up-to-date contact information for each supporter.
  • Matching Gift Videos | Examples and Best Practices. Donors are more willing to give (and willing to give more!) when they know their gifts will be matched. Learn how to promote matching gifts to donors and encourage them to deepen their involvement with your nonprofit!

Get a demo to explore how Double the Donation’s software can enhance your donor stewardship plan.