How to Collect, Manage, and Use Your Nonprofit’s Donor Data

How to Collect, Manage, and Use Your Nonprofit’s Donor Data

Between donations, events, and volunteer participation, you collect donor data constantly. The rise of fundraising technology and nonprofit digital marketing has only made data more accessible, and that can be a great thing for professional fundraisers!

Your donor data is incredibly valuable. It provides you with insight into who your donors are, what motivates them to support your cause, and how you can keep your cause top of mind.

In this quick guide, we’ll share the fundamentals of managing your nonprofit’s donor data, so you don’t let yours go to waste!

Enhance nonprofit fundraising by appending donor data with Double the Donation.

What Is Donor Data?

Donor data refers to the information that nonprofits collect about their individual donors. The most common types of supporter data organizations store include:

  • Full names, preferred nicknames, and titles
  • Contact information such as mailing addresses, emails, and phone numbers
  • Employer information
  • Preferred communication channels
  • Donation history and average gift amount
  • Wealth indicators (such as real estate or stock holdings)
  • Other engagement history (such as events attended and hours volunteered)

Types of donor data points to append

To organize this information, nonprofits typically store data in a donor database or a customer relationship management (CRM) system. Nonprofits can integrate external tools (such as online donation forms and event management software), so new donor details will automatically be added to supporters’ profiles within the main database.

Why Is Donor Data Important?

Data fuels today’s fundraising efforts. As we mentioned, you collect data at every turn. When you leverage this data thoughtfully, your nonprofit can experience these benefits:

  • Cultivate donor relationships. The data you store for supporters gives you a better understanding of what types of engagement opportunities will resonate with them and what channels will help effectively deliver those opportunities to them. By knowing donors’ priorities, communication preferences, and behaviors, you can cultivate meaningful relationships that drive improved fundraising results.
  • Prevent donors from lapsing. Jitasa’s guide to donor analytics explains that your donor data can help you monitor individual donors’ engagement. If someone stops giving, attending events, or reading emails, you can reach out to engage them before they lapse entirely.
  • Demonstrate impact. By storing engagement history, you can track the impact of donors’ contributions on your organization’s mission and programs. In turn, you’ll be able to follow up and demonstrate the impact of your work when thanking donors and other stakeholders. That will help build credibility and trust with your community.
  • Tap into corporate philanthropy opportunities. By gathering employer names and job titles, you can pinpoint which donors are eligible for their companies’ corporate giving programs, such as matching gifts and volunteer grants. Then, you can follow up and let eligible donors know about relevant opportunities. (Hint: If you don’t have this information on hand, you can invest in a matching gift solution or conduct an employer data append.)

Between highlighting the right engagement opportunities and communicating impact, your organization stands to gain a lot from effective donor data management practices. Of course, to properly manage donor data, you first need to collect the right details.

What Donor Data Should We Collect?

The more information you have about your donors, the better prepared your organization will be to tailor your fundraising efforts and communication strategies to meet individual needs and preferences. This ultimately fosters deeper donor engagement and maximizes philanthropic support for your cause!

Understanding giving histories, communication preferences, interests, and more enables your organization to craft targeted appeals that foster long-term donor loyalty. While we briefly touched on common types of supporter data nonprofits gather, it’s worth a closer look. NPOInfo’s guide to donor data management delves into a range of data you should collect to set your team up for success.

Types of donor data to collect

Some of the highlights include:

  • Demographics: Get to know supporters based on their characteristics. Demographic donor data typically includes age, gender, location, and employment details.
  • Contact information: Make sure you collect postal addresses, phone numbers, email addresses, and social media handles. This will allow you to connect via multiple channels and ensure you reach out to the right people for your email solicitations, phonathon fundraisers, and other campaigns.
  • Giving habits: Common giving data you’ll want to collect includes gift amounts, frequency, preferred methods, and recency. You can also track recent upgrades and downgrades in support to stay on top of lapsed engagement.
  • Interactions: The types of interactions nonprofits record vary from organization to organization. For inspiration, you might track event attendance, social media engagement, volunteer activities, website visits, email open rates, and direct mail response rates.

Storing this kind of information will empower you to separate your community into meaningful segments and deliver targeted fundraising appeals to each group.

Knowing who your supporters are depends on your ability to collect and synthesize the right data. Doing so will ultimately empower you to experience the benefits we mentioned earlier.

How to Effectively Manage Donor Data

You know why you should collect details and have all the right information about supporters. Now, how can you leverage that data to drive deeper relationships?

Let’s take a look at three recommendations for maintaining a clean CRM and ensuring your donor relationships thrive.

Use Data Appends to Build Stronger Profiles.

You won’t know everything about your supporters. But did you know you can use reliable data sources to enhance your donor profiles and append missing or outdated data elements in your database?

When you leverage a trustworthy data append service like Double the Donation, you can pull details like these to inform your strategy:

Benefits of appending donor data

Then, backed with these fresh new donor insights, your team will be empowered to…

  • Fill in data gaps: Fill in missing or outdated elements to establish a more complete understanding of who your donors are and what drives them to give.
  • Enhance its fundraising strategy: Appending demographic and behavioral data can help your team understand donors’ backgrounds, values, philanthropic motivations, and giving capacities. This information can help inform your fundraising and engagement plans, leading to more effective cultivation and stewardship efforts overall.
  • Stay in contact: Supporters move, get new email addresses, and change their phone numbers daily. Appending donor data means you can stay connected by filling in missing or outdated contact details.

Luckily, the appending process is fairly straightforward. Your team will send a file with donor data for each constituent to your appends provider. Then, the appending company matches the information you supply to a larger, external database with updated information. Some providers will even conduct manual checks to make sure the appended data is accurate!

Dive into the appending world with our data append starter guide. You’ll learn what types of information you can append and how to get started.

Enhance nonprofit fundraising by appending donor data with Double the Donation.

Use Your Donor Data to Personalize Communication.

Donor relationships are built on establishing personal connections. Show individuals that you care about them individually by using donor data to:

  • Craft tailored messages for segments. Segment donors into different groups based on interests and engagement levels. Once you’ve done that, you can craft tailored messaging that speaks directly to each group’s interests and needs. This may include personalized emails, direct mail campaigns, or phone outreach specific to the group’s giving history or interests.
  • Send relevant engagement opportunities. Store each donor’s past history with your organization, so you can reach out with applicable opportunities. For example, share information about corporate giving based on individuals’ eligibility, upcoming events based on past attendance, and certain programs based on recent giving history.
  • Use the right outreach channels. Make sure you’re delivering these wonderful engagement opportunities through the right channels. By questioning each donor’s communication preferences, you can reach out using the channels they check most frequently, whether it’s email, text, phone call, or direct mail.

Your donor data can take your nonprofit marketing up a notch. Today’s CRMs allow you to store pretty much any information you want, so you can form meaningful segments and deliver the right messages to the right groups.

Protect Donor Data By Taking Security Precautions.

When someone gives to your organization, they’re entrusting you with their personal information. Failing to take proper security precautions can result in a violation of that trust. If your donor data falls into the wrong hands, you might even lose some of your donors altogether.

To avoid this, here are a few security steps any nonprofit should take when handling donor data:

  • Implement access controls. Restrict donor data access to only those individuals who need to access it to fulfill their responsibilities. Access to any sensitive information should be granted on a need-to-know basis based on an individual’s job.
  • Use reliable software. Any tools you use should exercise proper security practices. For starters, ensure any systems encrypt donor data. Encryption scrambles data, making it unreadable to unauthorized users.
  • Regularly update and patch systems. Ensure your software systems are up-to-date at all times with the latest security patches to prevent vulnerabilities a hacker can exploit.

Increased reliance on technology can be a benefit and a challenge all at once for nonprofits. While you can gather more information than you ever thought possible, unauthorized users can exploit system vulnerabilities to steal that information. Make sure to take every precaution you can to protect your donor data, and it’ll pay off!

Other Resources to Explore

Nonprofit Basics – Learn more nonprofit management essentials by exploring other expert resources.

Wealth Screening for Nonprofits: The Definitive Guide – Interested in pulling wealth indicators for your donors? Read this ultimate guide to learn how wealth screening works for nonprofits.

Prospect Research: The Ultimate Guide for Nonprofits – Prospect research is the process of gathering information about your donors and prospects. Explore our prospect research guide to learn more.

Enhance nonprofit fundraising by appending donor data with Double the Donation.

This article explores what data appending is and why nonprofits should consider using this service.

What is a Data Append and Why Does it Matter for Nonprofits?

Today’s marketers rely on customer data to make informed decisions to inspire interest, increase engagement, and ultimately sell their products and services. 

In the nonprofit space, nonprofit marketing and fundraising professionals stand to gain from strategically collecting, maintaining, and leveraging the donor data stored in their organization’s CRMs. But your supporters move, get new email addresses, and their information changes over time. That means your data can quickly become outdated, which is where data appending swoops in to save the day.

Updating and gathering data manually can be a taxing process, but data appending uses automation to streamline the work for you. We’ll clear up confusion surrounding the process to help you transform your CRM into an effective tool your nonprofit’s fundraising and marketing efforts can rely on.

Enhance nonprofit fundraising by appending donor data with Double the Donation.

What Is A Data Append?

A data append is the process of adding missing or updating existing data points in an organization’s database. The process involves comparing the information in the nonprofit’s current database to that stored in a larger, more comprehensive data source. Data append services use external data sources to fill gaps in data, including:

  • Contact details
  • Demographic data
  • Behavioral information
  • Employment details

All kinds of organizations use data appends, including for-profit businesses, charitable nonprofits, and political campaigns. For example, have you ever gotten a text message promoting a candidate in an upcoming election even though you can’t recall sharing your phone number with any political causes? Chances are they got your information—your name, phone number, and political party registration—from a data append. 

For nonprofits, specifically, data appends allow them to maintain clean donor data and gain more comprehensive insights into their supporters when they have limited information. Ultimately, accurate data can help your organization learn more about your supporters, leading to better tailored fundraising and donor cultivation strategies.

Why Is Data Appending Important?

At its core, data appending enhances your data quality by filling in gaps and correcting inaccuracies. With this information, you can strengthen your donor management and make the most of each dollar spent on your data append. 

There are all sorts of situations nonprofits might find themselves in where a data append is the right answer, including:

  • Missing key information. Do all of your nonprofit’s various forms require supporters to complete all core fields? For instance, your email newsletter subscription might only ask supporters for their name and email, meaning you’ll miss all of those supporters’ phone numbers. Not to mention information you’re unlikely to ask supporters for but is still useful, like demographic data. 
  • Current information is outdated. As mentioned, your supporters aren’t static, and many donors aren’t going to think to update your nonprofit when they change addresses, start using a new email, or even change their names. An append keeps you up to date, helping you maintain your connections to each supporter over time. 
  • Data got lost. It’s not ideal but it happens: your nonprofit lost data when migrating systems, something with your technology went wrong and information needs to be deleted, or someone just made a mistake and got rid of data you needed. Appends are your nonprofit’s lifeline in these scenarios. 

But beyond simply cleaning up your donor database, you stand to benefit a lot from the appending process. Backed by accurate and complete data from the append, you can:

  • Personalize outreach: Marketers use data to personalize communication, content, and offers to match each recipient’s needs and preferences. Customizing outreach to suit individual donors makes for a memorable supporter experience. Appending demographic and behavioral data can help nonprofits personalize communication.
  • Update contact information: When a supporter’s information does change, appending emails, phone numbers, and other contact information allows you to stay connected without needing to get in touch with them. 
  • Cultivate donor relationships: Sending appeals based on accurate data allows you to present valuable engagement opportunities and communicate that you care about each individual donor. When you send messages that fit donors’ interests and demographic details, they’re more likely to respond positively to your outreach.

Ultimately, data appending can enhance your understanding of supporters, which will shine through in your outreach. With your append, you get the data you need to drive greater fundraising outcomes and forge stronger supporter relationships.

Enhance nonprofit fundraising by appending donor data with Double the Donation.

How Data Appending Works

At the surface level, data appending seems like a simple process, but there’s a lot that goes on behind the scenes to ensure accuracy and completeness. For the most part, your provider will take care of all the nitty-gritty details, such as gathering the data, ensuring it’s accurate, and formatting it to easily fit into your CRM. 

NPOInfo’s guide to data append services offers a look behind the scenes of what your provider will do to make sure the data will be usable for your nonprofit:

These are the steps a data append service provider will follow.

  1. Format the data from the nonprofit to be consistent, usually in a comma-separated value (CSV) format, in order to be analyzed correctly.
  2. Upload the data into a single file and send it via the service’s secure file transfer protocol.
  3. Match the organization’s database with the data in the external source by using your donors’ unique identifiers, such as their names, addresses, and phone numbers.
  4. Enhance the data by filling in missing information and correcting inaccurate data based on the corresponding records in the organization’s database.
  5. Verify and validate the appended data to ensure accuracy and completeness. This ensures the supplemental data is high-quality and will be useful for the client, which in this case is your nonprofit. 
  6. Send the data file to the client to be downloaded for their use. The file can be offered in essentially any format your nonprofit needs.

On your nonprofit’s end, the process is much simpler. From the nonprofit perspective, all you need to do is send your constituent information to a provider. You can streamline the process by taking the time to clean your database beforehand by removing duplicate information, unnecessary data, and donor profiles you don’t need (such as the information of deceased and long-since lapsed donors). 

But if you just want to send your data append provider your database information in its current state, you can do that, too. Whatever the state of your database, your service provider will take it from there! 

Types of Data You Can Append

As a nonprofit marketer, you’re likely flooded with new data points at every turn. With all the constituent data you collect through volunteer registrations, event sign-ups, and donations, it can be challenging to filter it down to the most helpful details.

When it comes to data appending, we already know the burning question on everyone’s mind: What information is actually worth appending?

Before getting an append, ensure you know which information will actually propel your marketing and fundraising efforts forward. While the append service will be happy to take you as a client, purchasing data you don’t need is far from the best use of your nonprofit’s resources.

Of course, what is the right data depends on your nonprofit’s unique situation. To help you get an idea of what you should request, here’s an overview of the most common types of data nonprofits need from appends:

Types of donor data points to append

As the graphic shows, there are a wide number of specific data points you can get from an append, but all of these can be sorted into roughly three categories.

Contact Information

Like we’ve touched on, your constituents move, change their phone numbers, and get new email addresses all the time. Having accurate contact information allows you to successfully deliver appeals and stay in contact without interruption.

Leverage data appending to verify contact information, including:

  • Phone numbers. Contacting donors via text or phone call is one of the most personal ways you can connect with your supporters. It also opens the door to innovative fundraising strategies like text banking and text-to-give. Phone number appends ensure you have the right phone number for each supporter at all times.
  • Email addresses. Email marketing remains one of the most lucrative digital marketing avenues for nonprofits. Whether you’re making fundraising appeals, sending out volunteer schedules, or providing an update on your latest project, make sure you have the right email addresses for supporters with this data append.
  • Postal addresses. Digital marketing might be the default for your outreach, but some supporters still prefer the personal touch of direct mail. Plus, knowing people’s addresses allows you to send them engagement opportunities based on their location, such as inviting nearby supporters to in-person events and remote ones to virtual activities. Ensure your solicitations, thank-you letters, and event invitations are delivered to the right addresses with a postal address append.
  • Social profiles. As a marketer, you know the immense power that social media holds to connect you with a global audience. Get in touch with current supporters and inspire them to share your cause online by finding their social media profiles. Boost your presence online by reaching out to loyal supporters to ask them to follow you and share your posts. 

Communication is the foundation of nearly all nonprofit’s fundraising efforts, making this one of the most helpful types of data appends. If your email bounce rates have skyrocketed or you get sent straight to voicemail, a data append can verify whether you have the right contact details for constituents.

Employer Data

We can’t emphasize the importance of corporate philanthropy enough. Between matching gifts and volunteer grants, your nonprofit has a lot to gain from promoting these opportunities to supporters.

However, to promote these opportunities to the right supporters who actually qualify, you need accurate employer data for constituents. That’s where an employer append comes in handy. NXUnite’s guide to data appending explains that knowing employment details empowers your team to:

  • Uncover corporate giving opportunities. Knowing where your donors and volunteers work enables you to find their employers’ corporate social responsibility (CSR) guidelines. Then, you can determine your supporters’ eligibility for matching donations and volunteer grants.
  • Identify corporate partnerships. If several of your supporters work for the same company, that’s an indicator that the business might be a strong candidate for a corporate partnership, such as a sponsorship or an arranged corporate volunteer day. Use that information to kickstart a conversation with the company. You might even have supporters facilitate introductions with company leaders.
  • Estimate wealth data. While not a direct wealth indicator, knowing who employs your donors and what their roles are can help you estimate their incomes and giving abilities. Though append services can’t provide you with donors’ salary information, some may be able to provide job titles, which at the very least lets you know if a donor is working in an entry-level position or has risen to a senior management position. 

Between driving donor engagement and establishing meaningful corporate partnerships, employer appending has quite a few benefits worth looking into. We recommend pulling this information if you’re looking to tap into the world of corporate giving or need help identifying major giving prospects.

Enhance nonprofit fundraising with an employer append from Double the Donation.

Demographics

A supporter’s demographics can give you insight into their backgrounds, values, and philanthropic priorities. This type of data append allows you to extract important background details like:

  • Net worth
  • Ages and dates of birth
  • Gender
  • Ethnicity and race
  • Marital status
  • Political affiliation
  • Lifestyle attributes like hobbies and interests

Whether you want to send a birthday gift or verify contacts have a certain political affiliation, demographic data appends allow you to deliver highly personalized outreach that speaks to supporters’ interests.

Other Resources to Explore

Appends provide nonprofits with the data they need to strengthen their support relationships, build lasting connections, and make strategic marketing decisions. Supplement and update your database with the information you need to stay current with your supporters’ busy lives. 

The right append for your nonprofit depends on your engagement strategy and current data-gathering practices. Curious to learn more about data appending? Check out these breakdowns on specific append types: 

Enhance nonprofit fundraising by appending donor data with Double the Donation.

Learn the basics of charity eCards and see examples from nonprofits with this guide.

Nonprofit Basics: Charity eCards

Nonprofits are challenged to capture and maintain their supporters’ attention every day. If your standard development efforts aren’t measuring up to expectations, it might be time to rethink your online fundraising strategies. Try creating charity eCards to reinvigorate your supporters and provide an interactive way to support your work.

From environmental organizations to churches, any cause can get in on the action and create charity eCards. They’re a fantastic way to raise extra revenue and spread awareness for your mission without requiring too much extra work for your team.

If this sounds like an exciting opportunity, we’re here to help. Before diving into crafting your nonprofit eCards, let’s review the fundamentals!

Create and sell charity eCards with eCardWidget.

What Are Charity eCards?

Charity eCards are digital greeting cards that supporters can send to loved ones to celebrate special occasions and spread awareness for an organization. Some nonprofits even create virtual greeting cards for staff to show appreciation for committed supporters and corporate partners.

Perfect for any organization, they’re a low-cost, eco-friendly way for donors to make a difference without having to spend a lot of money. They also serve as a powerful source of peer referrals. Whenever someone purchases a nonprofit eCard, they can create a personalized message to go along with it. This allows them to express their love for the cause and encourage their loved ones to look into the nonprofit, too. All you need to power these campaigns is an online greeting card website.

Types of Charity eCards

What makes nonprofit eCards so valuable is their versatility. Whether you’re creating a few for a cause awareness campaign or offering a year-round collection, there are countless ways you can incorporate them into your work.

Let’s take a look at a few ideas and examples that’ll supercharge your approach to nonprofit eCards!

Cause Awareness Campaign eCards

As explained in Fundraising Letters’ guide to digital cards, “Cause awareness days help nonprofits raise support for particular causes by engaging people in dialogue and inspiring them to take action. If there’s an awareness day associated with your cause, that’s the perfect opportunity to design an eCard that supporters can send to their loved ones.”

Environmental organizations can celebrate Earth Day. Mental health organizations can boost awareness during Suicide Prevention Week and World Mental Health Day. Homeless prevention organizations can amplify their work during Poverty in America Awareness Month or Hunger and Homelessness Awareness Week. Do some research and see if there’s a day, week, or month connected to your work.

Even if there’s not one associated with your mission, you can launch an awareness campaign to gain support and credibility. This is a great way to position your organization as a pioneer in the space.

Either way, there are two approaches you can take when offering these nonprofit eCards:

  1. Offer them for free. Create a collection of three or four eCards. Then, encourage your supporters to share their favorite designs with their friends and family.
  2. Connect them to a fundraiser. Have supporters donate and then send eCards letting their loved ones know and encouraging them to do the same.

To spark inspiration, we’ve pulled an example from Peace Winds. For World Refugee Day, the organization offered a collection of Father’s Day cards that highlighted refugees’ situations. Since the two holidays fall near each other each year, supporters could select an eCard to send to a father figure in their life while also spreading awareness for the cause.

Spread cause awareness by creating charity eCards like this example from Peace Winds.

Invitations

When planning your next event, create virtual invitations your supporters can send to their loved ones. Invitations can help boost registrations, whether it’s a massively-attended 5K or a small volunteer appreciation event. Especially when sent by a loved one or someone at the organization, invitations can add a personal touch to your event promotion.

You’ll want to offer this type of nonprofit eCard for free. Include key details like the date, time, and location of your nonprofit’s event, either in the message that populates with each eCard or on the card itself. Make it incredibly apparent the event is associated with your nonprofit by using your nonprofit’s branding, such as your logo, colors, and fonts.

For this example, we’ve grabbed a church service invitation from Vineyard Vines. At any point during the year, church members can grab their favorites and send them to invite someone to the next service personally. The church keeps its strategy fresh by creating new nonprofit eCards for special services, like Easter.

Create nonprofit eCard invitations to promote your events to your audience.

Birthday and Holiday eCards for Nonprofits

Spread some birthday and holiday cheer with personalized eCards for your cause. Birthdays and holidays happen year-round, so you can create digital greeting cards for every occasion. Best of all, people already send personalized cards during these special days, making them the perfect fundraising opportunity. After all, who wouldn’t want to send a card that’s also associated with a cause the recipient cares about?

Beyond birthdays, some holidays that lend themselves well to cards include:

  • New Year’s
  • Valentine’s Day
  • Easter
  • Mother’s Day and Father’s Day
  • Halloween
  • Thanksgiving
  • Christmas, Hannukah, and other year-end holidays

This strategy works especially well for holidays associated with gifts. Instead of finding the perfect gift to celebrate a birthday or holiday, the sender can simply donate in the recipient’s name. Then, they’ll select a nonprofit eCard, letting them know. Either create generic cards for holidays or tailor them to your cause.

Let’s look at a Valentine’s Day charity eCard example from One Tail At A Time. As an animal rescue organization that supports under-resourced animal shelters and pet families, they connected the holiday to their furry friends. As part of their Puppygram campaign, they created a series of charity eCards that featured One Tail’s rescue animals. Supporters could purchase each card for $25.

Supporters could also donate $500 to have a “puppygram” delivered directly to someone. With this option, the organization would show up with a couple of rescue pups directly to someone. To take the puppy cuddles up a notch, a donor could give $1,000 to have a whole litter of pups show up. What an innovative way to spread cause awareness and love on Valentine’s Day!

This nonprofit eCard is the perfect example of a holiday card.

Appreciation Charity eCards

Thank-you cards are a time-tested tradition for expressing gratitude for someone’s generosity and growing relationships. There are a few approaches you can take with this type of nonprofit eCard:

  • Create a simple thank-you card for your supporters to send to loved ones.
  • Have your team use these cards to cultivate relationships with donors, sponsors, and volunteers.
  • Have leadership and staff members express appreciation for hardworking colleagues.

As explained in eCardWidget’s guide to employee engagement, getting creative with your appreciation tactics allows you to form interpersonal connections and celebrate major milestones. It doesn’t matter if they’re donating, volunteering, or working hard every day as a staff member. Everyone deserves some recognition, no matter how they support your mission!

To get your creativity flowing, let’s look at an example from Youth For Understanding. This card was part of a collection that was launched for a specific appreciation campaign but offers a generic design you can emulate.

While each example we’ve explored has been tailored to each organization, this design is a great example of a generic charity eCard you can offer. It suits every occasion, no matter who’s sending it. Whether you send these greeting cards internally or let supporters get in on the action, a thank-you card is a must for your nonprofit eCard collection.

Express appreciation for donors, volunteers, and team members with charity eCards like this one.

How to Create Spectacular Nonprofit eCards

Even if you’re not an expert graphic designer, you can create charity eCards that generate more awareness and donations for your cause. So long as you use an intuitive eCard service, you’ll have access to every design tool you’ll need, whether you want to work off a template or start from scratch.

Here are a few ways to make engaging eCards that excite your team and supporters:

  • Infuse your nonprofit’s brand. Connect each nonprofit eCard to your mission by using your colors, logo, font, and graphics associated with your cause. Edit the message associated with each eCard to emphasize that all proceeds of the eCard purchase will go to your nonprofit.
  • Add a call to action to each eCard. The best way to do this is to edit the message that will be sent with each eCard. Direct the recipient to your nonprofit’s website where they can learn more about your cause. Make it clear whether you want them to donate, volunteer, register for an event, or simply read about your work.
  • Get creative with how you offer eCards. You might offer them for free or in exchange for a donation. Remember, you can also allow staff to send them to supporters or to their colleagues to recognize outstanding work. The right eCard platform will give you a few options. Some offer fundraising tool integrations, allowing you to integrate eCards into the donation process or sell them as fundraising products in your nonprofit’s eStore.

Other Resources to Explore

Nonprofit Basics – Learn more nonprofit management essentials by exploring other expert resources.

Donation eCard Examples that Share the Joy of Giving – Explore other charity eCard examples from real organizations and start brainstorming how you’ll use your cards to boost your fundraising revenue.

Birthday Fundraisers: How to Secure Year-Round Support – Birthday eCards are a great way to bring in donations. Get guidance for your birthday eCards and dive into some other tried-and-true birthday fundraisers with this guide.

Click here to learn how to create and sell compelling nonprofit eCards with eCardWidget.

This guide explores the basics of volunteer management.

Nonprofit Basics: Volunteer Management

Volunteers are a powerful force for driving your nonprofit’s fundraisers and on-the-ground impact. Long-term volunteers, especially, can provide more than just short-term assistance with events or projects. Rather, their commitment, time, and skills can help you complete your mission and achieve your goals.

Keeping track of your supporters’ involvement is crucial for ensuring they’re in roles where their skills can be utilized and where they’re most needed. By implementing an effective volunteer management strategy, you can empower your volunteers to maximize their contributions toward your cause.

What is volunteer management?

Volunteer management encapsulates the entire process of getting volunteers involved in your mission, supervising their experience with your nonprofit, and thanking them for their efforts.

Some organizations may have more or less hands-on volunteer programs, but the need for effective management to create positive engagement remains the same.

Volunteers who walk away from your nonprofit’s events or activities with a positive experience are much more likely to stay involved in the future. The more invested they feel in your cause, the more eager they’ll be to share their contributions with their family and friends. Consider implementing volunteer management software to improve your programs and enable you to encourage long-term investment from your supporters.

What are the steps for effective volunteer management?

Successful volunteer management requires thoughtful planning, execution, and follow-through. After all, retaining your volunteers is just as essential as attracting them in the first place.

As you prepare to optimize your nonprofit’s volunteer management strategy, focus on these following steps:

This image lists the five steps for effective volunteer management described in the content below.

  1. Recruit volunteers. Dedicate a page on your website to your volunteer program. This page should include details about various volunteering opportunities, required skills and time commitments, as well as your volunteer schedule. You’ll also want to embed a corporate volunteer database so it’s easy to uncover corporate volunteer incentives (such as volunteer grants or paid volunteer time off) in your recruitment efforts! Then, integrate your CRM and website so when you approve a volunteer for a position, it will automatically be reflected on your website. This can be especially useful for volunteer opportunities where you only need a set number of people.
  2. Communicate. Once you’ve recruited volunteers, start establishing strong and productive relationships using your centralized communication system. Keep your volunteers educated about program updates and new opportunities. For instance, be sure to make your volunteers aware of volunteer grant programs for which they may be eligible.
  3. Prepare them for success. An ideal volunteer management strategy provides volunteers with everything they need to participate and succeed. This includes training, supplying any necessary resources, and having a supervisor they can readily turn to for assistance.
  4. Collect data. By gathering detailed information on volunteers’ skills and interests, you’ll be able to delegate the right tasks to the right people. Furthermore, this data can be immensely valuable when you’re measuring and reporting the positive impact of your efforts to donors, grantmakers, the community, and prospective volunteers.
  5. Show appreciation. No volunteer management strategy is complete without promptly recognizing your volunteers for their dedication and hard work. Have plans in place for sending out thank you letters, spotlighting long-term contributors on social media, or even organizing appreciation events.

Your volunteers, by choosing to get involved, are already invested in your cause. With proper volunteer management, you’ll be able to nurture long-term, enthusiastic participation from your existing supporters.

What are corporate volunteer grants?

Corporate giving statistics show that 40% of Fortune 500 companies offer volunteer grant programs. Essentially, corporations with these programs provide funding to nonprofits where their employees have chosen to volunteer their time.

Don’t forget to take advantage of these opportunities by staying on top of your volunteer data and encouraging your contributors to be informed about any programs their companies may offer.

How can volunteer management software help?

Effectively overseeing the various aspects of the volunteer management process doesn’t have to be overwhelming nor time consuming. Volunteer management software is an easy, time-saving solution that allows you to devote your time and resources to the most important parts of your program.

When choosing software to help your volunteer management, look for these important features:

  • Volunteer Records. The right software will enable you to create a comprehensive collection of volunteer profiles, similar to a donor database. By having all of this information accessible online, you can minimize paperwork clutter and stay organized.
  • Projects and Events Calendar. Keep everyone on the same page about volunteer opportunities and events with a virtual calendar. Use this tool to optimize your productivity and create schedules for your volunteers.
  • Segmentation and Communication. Your volunteer management software should offer the ability to segment your contributors into relevant categories for more effective communication. For instance, you can group volunteers based on their involvement history or skills and personalize your messages to them.
  • Data Analytics. Use data collection and custom reporting tools to analyze the impact of your volunteers’ contributions. This information is vital for discovering insights into how you can improve your volunteer program in the future.

By incorporating these digital tools into your volunteer management strategy, you’ll be equipped to provide a more positive and encouraging experience for all of your most dedicated supporters.

Other Resources to Explore

Nonprofit Basics – Learn more nonprofit management essentials by exploring other expert resources.

Salesforce Nonprofit Success Pack (NPSP): A Guide – Salesforce NPSP is one of the top CRMs, and can be a strong foundation for managing your volunteer program. Discover how to leverage NPSP and what apps you can use to further flesh out your volunteer management tools.

Nonprofit Basics: Fundraising Video – A fundraising video can be a powerful way to communicate your nonprofit’s impact story and showcase your volunteers’ accomplishments. Discover how to produce a compelling fundraising video with these basics.

This guide walks through the basics of school management systems.

Nonprofit Basics: A Guide to School Management Systems

To students, school is more than just a source of education. School is a nurturing place for intellectual enrichment, socialization, emotional development, and much more. Technology can empower the way you provide these essential resources to students.

These days, software solutions for schools help teachers and staff manage their day-to-day tasks, from facilitating fee payments to organizing parent-teacher activities. A comprehensive school management system houses the numerous processes you may be juggling under one platform, helping you devote more time and resources to your students and staff.

What is a school management system?

A school management system refers to the technology designed to help schools conduct their operations, administrative duties, and activities in a streamlined and efficient manner. After all, much planning, paperwork, and tracking goes into a successful institution.

Whether you’re trying to figure out a payment solution to collect field trip dues or track student attendance, comprehensive school management software can alleviate much of that burden. Having tools to organize initiatives and communicate with everyone involved can be rewarding for much more than just student management and academic planning.

The right school management software can be easily incorporated into your school’s financial processes, communication strategies, and sports and club activities.

What are the benefits of a school management system?

One of the most obvious advantages of school management software is efficiency. By incorporating all school-related duties and tasks onto one platform, you can optimize the productivity of your administrative efforts. With an effective school management system, your teachers and staff can build a collection of valuable data such as student information, parents’ financial details, and email lists.

Your school can benefit from school management software in areas such as:

  • Students and Academics. To streamline the process of managing student data, look for software that integrates with your current Student Information System. Track attendance for classes and programs all with the convenience provided by your management software.
  • School Fundraising. This software can help boost your school’s marketing and fundraising efforts with tools for sending out personalized emails to specific groups in your system. By establishing a communication strategy that is tailored to your supporters’ needs and preferences, you can encourage greater donor participation and contributions.
  • Payments and Registration. For school-related events and activities, simplify the dues collection process to be more convenient and navigable for organizers and participants. Online registration payment processing through your school management system ensures that students and parents can complete any required tasks in a timely manner.
  • Parent-School Communication. Keeping parents informed about relevant updates is fundamental to fostering trust and cultivating productive parent-school relationships. School management software can make sending out quick announcements easy and organized. Parents can also opt in or out of communications and reach out with questions or concerns at any time.

Keeping a school running smoothly requires overseeing many moving parts and tracking all sorts of data. The right school management software can be both labor- and time-saving, helping you eliminate any unnecessary roadblocks and maximize the efficiency of your efforts.

What other school-related programs can this software help with?

The advantages of a school management system can extend beyond basic school operations to the summer, when students are out of class.

Consider applying digital afterschool management tools to aid you in operating afterschool activities, summer school, clubs, and camps. Sports and library management duties can also significantly benefit from an integrated platform.

What are important school management features to consider?

When deciding on a school management system, focus on those with comprehensive features. Take stock of your school’s priorities and activities to make informed decisions on which software would work best for you.

Some essential features to look out for are:

This image displays the four features of a school management system described in the content below.

  • Online Attendance Tracking. Having detailed and accurate information about student attendance is crucial for both their safety and involvement in school. A digital attendance tracker can make this process as easy and accurate as possible.
  • Fees and Dues Processing. Save time and resources by implementing online and contactless payment options. This will give parents the flexibility to conveniently and securely pay fees through their preferred payment method.
  • Communication Management. Find software that facilitates communication between your school, parents, and staff. You should be able to create email and text lists to keep everyone informed and updated online.
  • Reporting Statistics and Tools. Reporting is just as essential to your operations as planning and carrying them out. A school management system that offers statistics and reporting tools can provide important insights for improving your school’s administrative processes.

A 100% SaaS solution can free up any complications that naturally come with managing and keeping track of student, staff, and parent paperwork. For any school looking to optimize its processes and program administration, a school management system can significantly advance your efforts.

Other Resources to Explore

Nonprofit Basics – Learn more nonprofit management essentials by exploring other expert resources.

Nonprofit Basics: Read-a-thon Fundraisers – Fundraising is vital to every school’s educational, sports, and club activities. Learn more about how to organize a read-a-thon for your next school fundraiser.

School Registration Management Software: 2022 Buyer’s Guide – Read about the most effective school registration management software according to your school’s needs in this guide.

This guide explores the basics of sponsorship levels.

Nonprofit Basics: Sponsorship Levels

For nonprofit organizations, your relationships with corporations and businesses are indispensable for your financial success and growth. As you prepare for upcoming fundraising events, consider creating sponsorship levels to maximize corporate support.

Presenting sponsor packages to corporations can alleviate time constraints and financial burdens on your fundraising team, as well as encourage a wider range of businesses to engage in corporate philanthropy toward your nonprofit’s initiatives.

What are sponsorship levels?

Sponsorship levels are tiered options for businesses to contribute funds and resources for a nonprofit event. To cultivate productive nonprofit-corporation relationships, both parties must work in sync toward collective and individual goals. For instance, when businesses choose to sponsor your charity walk or gala dinner, your marketing team can offer them increased exposure and brand recognition associated with that event.

By implementing premade sponsor packages, you can strategically optimize these relationships with corporate sponsors and attract even more engagement from businesses.

With sponsorship levels, corporations can choose how deeply they’d like to get involved with your nonprofit. Depending on their financial capabilities and dedication to your cause, they can conveniently select from predetermined options. For instance, you could have three simple levels for low-range giving, mid-range giving, and high-range giving.

What are the benefits of sponsorship levels?

Establishing sponsorship levels for your next nonprofit event can be an effective way to boost fundraising revenue. These attractive packages can broadcast enticing benefits to corporations as well, compelling more businesses to contribute to your efforts.

Here are some main advantages associated with creating sponsorship levels:

  • Maximized fundraising revenue. Sponsor gifts can go a long way toward achieving your event’s fundraising goals. In fact, they can be much easier to solicit and secure than individual donations from event attendees. By strategically tailoring your interactions with corporate sponsors, you can maximize their contributions.
  • Increased flexibility. Make it easy for businesses to engage with your nonprofit by providing them with the flexibility to involve themselves as much or as little as they desire. Laying out the options in a clear and informative format will ensure that they can easily choose a suitable package according to their priorities and capabilities. For example, they could choose between a challenge gift or helping you fund an event.
  • Conserved time and resources. Having predetermined packages for corporations will simplify the workload for your fundraising team. Rather than having to figure out customized packages for each business that chooses to contribute to your event, you can point them toward your predetermined comprehensive sponsor packages.
  • Expanded nonprofit-business relationships. There are various ways for corporations to make a positive impact toward your nonprofit’s mission. For instance, smaller businesses can help with marketing efforts or help your organization build closer relationships with your local community. By opening up options for all types of businesses to promote your cause, you’ll discover numerous benefits beyond just financial gifts.

How do I create sponsorship levels?

To get started with incorporating sponsorship levels into an effective fundraising program, first examine your current resources. Make sure you have the proper digital fundraising tools and relevant donor profile data to make informed decisions about your tiered packages.

To create an effective fundraising program with sponsorship levels, you’ll first need to evaluate your organization’s goals and resources to determine what will work best in your case.

Follow these comprehensive steps to set up sponsorship levels for your nonprofit:

This image lists the five steps for creating sponsorship levels described in the content below.

  1. Examine your fundraising goal. This step is fundamental to any fundraising event or activity. Determine how much of your overall financial goal should be raised from sponsorships and some of the most effective ways to allocate those corporate funds. This information will guide you through setting your sponsorship level amounts.
  2. Determine your sponsorship level amounts. Refer back to your event budget and fundraising goal to make informed decisions on your sponsorship level amounts. These should be realistic figures that you can expect to reach from your corporate sponsors.
  3. Incorporate benefits. For each sponsorship level, think of benefits to include for businesses who participate. These additions will incentivize those who’re still considering whether to contribute and demonstrate appreciation to those who’ve chosen a sponsor package. Primarily, you can offer marketing or event benefits such as tickets or reserved tables to your sponsors, along with tax returns for charitable activity.
  4. Name your sponsor packages. Ensure that businesses have an easy way to identify each sponsorship level and its associated benefits by naming them. These could be as basic as bronze, silver, and gold. Another appealing option is to brainstorm names that reflect your nonprofit’s cause or the event’s theme.
  5. Strategize your outreach. Use your newly created packages to tailor your communications and sponsorship requests. Be mindful of each business’s size and resources as you reach out about suitable sponsorship levels.

Take the time to align your team on your fundraising goals and donor expectations to create sponsorship levels that are optimized for your organization.

What are examples of benefits to include in a sponsor package?

The benefits you offer for each sponsorship level should increase with each tier. A common benefit involves featuring the business on your social media platforms and website for positive marketing. You could provide sponsors with the opportunity to name events or programs as well.

As you’re coming up with ideas, get creative! Think of ways to incentivize corporations with varying goals and values to contribute to your fundraising efforts for years to come.

Other Resources to Explore

Nonprofit Basics – Learn more nonprofit management essentials by exploring other expert resources.

Matching Gifts: The Ultimate Guide for Nonprofits in 2023 – Matching gifts are another popular way for corporations to contribute to charitable causes. This guide discusses the basics of optimizing matching gift donations for your nonprofit.

Corporate Social Responsibility: The CSR Guide for 2022  – Corporations strive to contribute to society through philanthropic efforts and programs. Learn more about corporate social responsibility and its relationship to nonprofits here.

This guide covers the steps to nonprofit donation requests.

Nonprofit Basics: Donation Request

Nonprofits require consistent funding to work toward their missions, making effective fundraising campaigns crucial for success. Just having robust fundraising software isn’t enough—you need a compelling reason for people to donate. A well-timed, well-written donation request provides this reason—it can connect passionate supporters to giving opportunities.

What is a donation request?

When a nonprofit organization asks its supporters to make a donation, that’s a donation request. The request can be made in different ways, such as in person or by phone call, and the type of donation can also vary. Having compelling and thoughtful donation requests is crucial for nonprofit organizations to get the funds they need.

5 steps of the donation request process

Let’s review the steps to making a donation request.

There are five steps to the donation request process.

1. Research who to ask

Here are the different groups you can ask for donations:

  • Current donors. These are individuals who have previously made gifts to your nonprofit. Consider pitching a recurring donation plan to previous donors—recurring donors give 42% more per year than one-time donors.
  • Prospective donors. Prospective donors are interested in your organization and your cause, but haven’t donated yet. Implement an emotional appeal in your donation request to these individuals to convince them to make a gift.
  • Businesses. Businesses sometimes offer corporate philanthropy programs, encouraging their employees to give to nonprofits. According to fundraising statistics gathered by 360MatchPro, 65% of Fortune 500 companies offer matching gift programs and 40% offer volunteer grant programs. Reach out to a company that already offers a corporate giving program for a better chance at securing donations.
  • Foundations. Large charitable foundations are often able to donate large sums of money to nonprofits. However, the process is more complicated than picking up the phone and asking an individual for a donation. Foundations often require applications to be submitted before they will even consider donating.

Interacting with so many donor groups can be confusing, especially when you consider that there are smaller subgroups with different interests. Consider donor segmentation to keep track of your different donor groups. This will allow you to easily tailor your content to each donor group, making the content more likely to resonate with them.

2. Decide how to make the donation request

After deciding who your donation request is targeted towards, you should choose how you will make your request. You can make your ask through a variety of means, including:

  • Phone. Phone call donation requests are best made to current or prospective individual donors. These requests are a good opportunity to strengthen your connection with your donors and share your passion for your nonprofit’s mission.
  • Email. While you can automate these emails to send them to a large number of people, make sure to personalize them by addressing the donor by their first and last name. This will help you bond with your potential donors and show that you care about them.
  • Text. People nowadays spend large amounts of time on their mobile devices. Sending a text is a quick and inoffensive way to get someone’s attention. Before making your donation request via text, confirm that your online donation pages are mobile-optimized for your donors’ convenience.
  • Social media. Asking for donations on social media allows you to reach a wider audience. Consider using fun graphics or even videos to appeal to followers.
  • In person. In-person donation requests often occur when interfacing with major donors, businesses, or foundations. Because these groups can often make large gifts, practice your pitch. Confidence will encourage them to make donations.

Depending on which donor group you’ve decided to ask, these request methods will have varying levels of efficacy. Consider which method would work best for the donor group you’re targeting, and then make your ask.

3. Make your ask

When it comes to making your ask, feel free to get creative. There are many different types of gifts you can ask for, from financial to in-kind to challenge gifts.

Here are a few best practices for when you sit down to create your donation request. Each request should be:

  • Inspiring. 90% of millennial donors are motivated to give when they connect with a nonprofit’s mission. Inspire your donors by telling the story of your mission and giving them compelling reasons for why your cause is important. You can include inspiring content like direct quotes from people your organization has supported or images of volunteers during a volunteer workday.
  • Specific. Most likely, you’re fundraising for a particular event or goal. Be specific about what your goal is to help donors understand why you’re looking for gifts. You can also include donation amount suggestions, such as $10 or $25.
  • Direct. Don’t beat around the bush—make it clear what you’re asking for. If your potential donors are confused by your request, the chance that they will follow through is very low.
  • Personalized. You can personalize your donation request by addressing the donor by their first and last name. If they have donated to your nonprofit before, you might consider mentioning the amount they previously donated.
  • Urgent. You can add urgency by including imperatives in your calls to action (CTAs). For example, your CTA might be “donate now” or “help puppies find a home today!” You can also increase urgency by informing donors that they have a limited amount of time to donate to help you reach a time-based fundraising goal.
  • Creative. Having a creative request will make potential donors more likely to interact with it. For example, you might choose a creative subject line for an email request. Or, if marketing on social media, you could post pictures of volunteers or even videos to draw the eyes of potential donors.

Additionally, your donation software should make it easy for donors to make gifts to your nonprofit. Effective donation software will make donating streamlined and convenient, and will offer integrations that simplify your team’s workflow. For example, if your donations software integrates with your donor management system, you can automatically personalize donation requests with donors’ names and past gift amounts.

4. Accept rejection gracefully or say thank you

Keep in mind that what you’re asking for is a big deal: you’re requesting that your potential donors part with some of their hard-earned money. Although many people will be happy to donate, many people will not want to. That’s okay! Accept the rejection gratefully and thank them for their time. Remember that just because an individual doesn’t want to make a gift now doesn’t mean they won’t be open to it in the future.

On the other hand, if you do secure a donation, make sure that you say thank you! Your gratitude should be appropriate for the size of the gift made. Consider sending a letter or an email showing your gratitude and letting donors know what exactly their money is going towards. For major donors, you could host a thank-you party or gala.

5. Stay in touch

You should be communicating with interested individuals even outside of making donation requests. If a potential donor perceives your organization as only reaching out for funds, they might feel as though they are being taken advantage of. It’s important to offer your donors a sense of community and to show that you’re grateful for their support outside of donations.

Remember that people will interact with your organization if they connect with your mission and are interested in what you’re doing. Those people may not be donors now, but they can still be donors in the future. It’s important to cultivate your relationships by fostering ongoing donor engagement.

The donation request process may seem daunting, but at the end of the day, your supporters want to help you out. As long as you show that you appreciate them, they will be willing to make gifts to your organization. If you’re still feeling unsure, take a look at the donation request email template below for some inspiration!

Donation request email template

Dear [donor’s name],

My name is [name here], and I’m the [role] at [nonprofit’s name]. We at [nonprofit’s name] are dedicated to [nonprofit’s mission]. Through [actions nonprofit has taken], we are taking steps toward a better future.

[Write an emotional anecdote here about your nonprofit, perhaps giving one specific example of someone/something you helped. For example, if you run an animal shelter, you could add an image of a dog you helped find a home, and write a brief description of the process.]

While we’re making progress towards positive change, [nonprofit’s name] still has a lot to do. We need your support to [new goal, project, or event you’re asking donations for].

Would you consider donating [monetary amount, items, volunteer time, services, etc.] to help us with our goal? Your donation will be used to [state a specific action/goal that the donation will be used for and what the impact of the donation will be]. We would greatly appreciate it!

If you wish to help, please fill out the attached form or call us at [phone number]. If you have any questions, I would be happy to answer them and give you more information about [nonprofit’s name].

Please join us! With your donation, we’ll be one step closer to [mission here]!

Sincerely,
[name]

[role]

[nonprofit website]

[email]

If you’re interested in other related resources, you can explore the ones below!

Other Resources to Explore

Nonprofit Basics – Learn more nonprofit management essentials by exploring other expert resources.

Corporate Giving Programs: The Ultimate Fundraising Guide – Interested in how businesses can help out nonprofits? Take a look at this guide to corporate giving programs.

215+ Amazing Fundraising Ideas for Your Organization – If you’re looking for inspiration for your next fundraising event, check out this article.

Live auctions are an effective tool for fundraising, engaging nonprofit supporters in your event.

Live Auction – Nonprofit Catalog

A live auction has the potential to raise significant funds for your organization. When your auction is held live, you give donors the chance to be recognized publicly for their giving, increasing the desire to give big. Additionally, a talented auctioneer can use the time-limited nature of a live auction to your organization’s advantage to yield the highest return on investment possible. By planning your live auction strategically, you can use it to build the momentum of your event and maximize giving.

What is a Live Auction?

A live auction is the sale of items or experiences that guests at your in-person fundraising event can bid on. An auctioneer or fundraising host will sell the items to your guests live, who will bid until the highest bid is made and the auction item is won.

You can plan a live auction for hybrid or in-person audiences. There will just be a couple of key differences in how you plan your event. For virtual audiences, we recommend having an online auction.

Making Your Live Auction Strategic

Before your event, you’ll secure your live auction items by making strategic asks. Contrary to popular belief, having more items or experiences to sell doesn’t mean you’ll make more money. Focus instead on the value of the package. People’s attention is limited, so we suggest having no more than 12 packages. Many organizations have successful live auctions with only 5-6 packages. The more desirable the package, the higher price it’ll sell for.

Pro tip: Each live auction package will take about 5 minutes to sell. Be sure you have a strategy behind how long your live auction will be so that your guests stay engaged and donors keep giving.

Auction packages like alcohol collections, travel experiences, dining, and entertainment often sell well.

What to Solicit for Your Live Auction

Auction packages that sell well for one audience won’t necessarily do so for another. Know your audience and know who’ll show up live and in the room for your fundraising event. Who are they, what are their interests, and what do they value?

Generally, top-selling packages include:

  • Alcohol or wine collections
  • Staycations and travel packages
  • Unique experiences
  • Dining and entertainment

Avoid items that are subjective like:

Remember, focus on making your live auction packages desirable for donors and empower yourself to get creative! You might even consider combining related experiences into one package to create incentive. For example, you could pair tickets to a local show with an upscale dining experience to give donors the feeling that they’re getting something extra special.

Choosing an Auctioneer for Your Live Auction

Not all auctioneers are a fit for nonprofit fundraising events. You’ll want to hire a professional auctioneer with a Benefit Auction Specialist (BAS) certification. Auctioneers with BAS training will understand how to sell your live auction packages using your mission language rather than relying solely on the items to sell themselves. Additionally, while some auctioneers have the skills to emcee your event, we strongly suggest you hire a separate professional for each.

A Benefit Auction Specialist will help you advance your fundraising in the following ways:

  • By using pre-commits and sequencing to get the highest return on investment
  • By creating momentum from donors in the room to dictate their pace rather than relying on a clocked approach
  • By speaking to your mission in fun and creative ways

Live Auction Description Formats

While your Benefit Auctioneer will help you sell your live auction packages to your audience, you still have to write auction descriptions for the whole experience to be effective.

You’ll need to write separate descriptions for the following:

  • Print program: Your print program should include a full description of each auction item with the most complete information and fine print.
  • Script: This description should include fewer details to be more appropriate for spoken word.
  • PowerPoint: This description should include photographs and just a few of the most compelling details formatted in bullet points.

Writing Your Live Auction Package Descriptions

The more details you know about each of your live auction packages, the more equipped you’ll be to write engaging and informative descriptions that stand out in your promotional materials.

Follow these best practices when writing your live auction descriptions:

  • Give the auction package a clear and detailed title, such as “5 Night Getaway in Maui for 2”, instead of “A Trip to Hawaii.” The title sets donors up to know what they’re bidding on.
  • Be clear about the number of people who can participate, both in your title and in your description, especially if the auction package includes travel.
  • Use numerals throughout the package description for easy scanning (i.e. say “2,” not “two”).
  • Specify unique details that make the package feel luxe (i.e. “Enjoy your stay at the 5-star, award-winning hotel that was recently voted as having ‘Best Views’ by Travel Oregon”).
  • Include expiration dates and restrictions so donors are fully understand what they’re buying.

You’re now ready for your live auction! With some strategic planning and coaching and the help of a Benefit Auctioneer, you can have a successful live auction that helps carry your mission forward.

Additional Resources

Nonprofit Basics –  Learn more about nonprofit management essentials by exploring other expert resources.

Top 7 Ways to Keep Your Audience Engaged During the Live Auction – Get creative ideas for how to make your live auction a compelling experience for your guests.

Live Auctions: How To Raise More With Consignment Packages – Learn all about consignment packages and how they can benefit you in your live auction.

This guide covers the basics of the fundraising thermometer.

Nonprofit Basics: Fundraising Thermometer

Fundraising campaigns are a nonprofit’s bread and butter when it comes to getting donations. Since these campaigns can last for days or weeks, donors and participants need to be able to track the progress made. Nonprofits use a variety of marketing tactics to promote their progress, including social media posts, email reminders, and other forms of outreach. A fundraising thermometer can be another effective tool to show your campaign’s progress and get supporters excited about helping to reach your goal.

What is a fundraising thermometer?

A fundraising thermometer is a graphic that represents the progress a nonprofit organization has made throughout a fundraising campaign. A fundraising thermometer can be a tangible visual, such as a poster or drawing on a whiteboard, that is updated as the fundraising campaign progresses. It can also be a virtual representation that is automatically updated as new donations come in.

This is an example of a fundraising thermometer.

Fundraising Thermometer FAQs

When can you use a fundraising thermometer?

Fundraising thermometers can be useful additions to your marketing strategy for almost any event. However, they can be particularly effective for events like:

  • Auctions/galas. These events attract wealthy donors willing to make large donations to help your cause. Make the most of this and maximize auction fundraising by including a fundraising thermometer, incentivizing donors to make larger gifts. Or, incorporate a matching gift challenge to increase revenue for your nonprofit.
  • Crowdfunding campaigns. In crowdfunding campaigns, nonprofit organizations create pages on crowdfunding platforms, and then share these pages on their website and through social media for greater visibility and outreach. Having a thermometer on your fundraising page will let potential donors see how close they are to reaching the next goal, which may prompt them to make a donation.
  • Giving Tuesday campaigns. Giving Tuesday is an annual global giving movement that takes place the Tuesday after Thanksgiving in the U.S. Donations can be monetary or in-kind. Since these campaigns incentivize giving on one day, including a fundraising thermometer will allow people to see the impact they are making and encourage them to give more to fill up the thermometer.
  • Matching gift drives. Corporate gift matching is a type of corporate philanthropy initiative where an employer matches the amount that their employee donates to a nonprofit organization. With a fundraising thermometer, employees can more easily understand your goals, and it will be easier for them to help you reach those goals when their employers are matching their donations.
  • Peer-to-peer fundraising campaigns. To support your nonprofit, individual supporters can create personal campaign pages to collect donations from family members and peers. Because this type of fundraising relies on individuals, it can be difficult for them to know how much money everyone has raised for the campaign as a whole. With a fundraising thermometer, all supporters will be able to easily find the total amount raised.

Fundraising thermometers can be used as an engaging visual for nearly any event to encourage greater giving. Regardless of whether the event is in-person or online, you can always find a place for your thermometer that will provide maximum impact.

Where can you display a fundraising thermometer?

Depending on the type of fundraising campaign you’re hosting, you might choose to display your fundraising thermometer in person or online. Here are a few options for where to showcase a fundraising thermometer:

  • Your website. You might show the thermometer on your homepage or event landing page. Potential donors will easily see that you currently have a campaign running, and participants will have no trouble figuring out how much money has been raised.
  • Your social media pages. Depending on the duration of your event, you might consider posting to your social media pages daily or weekly with an updated version of your thermometer. Participants will be able to accurately tell how much money they raised the week prior, and how much more they need to raise to hit your next goal.
  • Your email newsletter. When holding a fundraising campaign, it’s a good idea to send an email newsletter informing constituents how the campaign is going. You can include the thermometer near the top of the email as an engaging visual, with a link back to your campaign page so interested parties can easily learn more. As the event progresses, you can send updated versions of the thermometer in your following newsletters.
  • Your event space (for in-person fundraising events). Place the thermometer in an easily visible location and update it frequently throughout your event. You can consider doing small shoutouts when goals are met, perhaps even to the donor who made it possible.
  • Your organization’s headquarters. Having the thermometer in your organization’s headquarters will inspire your employees to continue their hard work towards meeting your goal. Make sure that it’s easily visible and regularly updated.

Aside from encouraging greater giving, fundraising thermometers are a great way for viewers to quickly grasp how close you are to your next goal. You can make your thermometer as simple or as complicated as you want, depending on the tools you use to create it.

How can you create a fundraising thermometer?

Fundraising thermometers can be in person or digital. You have a few options for creating your thermometer:

  1. You can use a free tool like Bloomerang’s fundraising thermometer template. You can use this type of graphic in your email newsletters to earn more clicks to your campaign page.
  2. You can use a graphic design tool like Adobe Illustrator or Canva to create a thermometer graphic and update it as needed. Consider making an animated version that donors will be able to see filling up after they make their donation.
  3. You can print out the thermometer on a large poster board or sheet of paper and use markers or smaller pieces of paper to fill it in. This type of fundraising thermometer is less formal than the options above and would be a great fit for your organization’s headquarters.

Making a fundraising thermometer doesn’t have to be difficult, and including one in your fundraising activities helps you garner more engagement and donations. It’s worth taking the time and effort to make one!

Other Resources to Explore

Nonprofit Basics – Learn more nonprofit management essentials by exploring other expert resources.

8+ Quick Fundraising Ideas that Work [Updated 2022] – Looking for a fundraising idea that might offer a good opportunity to make a fundraising thermometer? Check out this list.

4 DIY Fundraising Ideas to Boost Participation & Donations – Read more about DIY campaigns, one of the fastest-growing types of peer-to-peer fundraising.

This guide explores the basics of strategic philanthropy.

Nonprofit Basics: Strategic Philanthropy

A significant amount of time, resources, and effort goes into powering social change.

Many of the problems we strive to address today require well-researched and detailed strategies from a variety of actors in the nonprofit sector. To make sense of this process, funders have turned to the model of strategic philanthropy.

With principles that are simple and straightforward to follow, this model guides charitable organizations toward crafting a strategy for contributing the right funds to the right places in order to further their particular missions.

What is strategic philanthropy?

Strategic philanthropy is a philanthropic model that involves allocating funding to charitable work according to a concrete, overarching strategy in pursuit of a definable mission. For individual donors, charitable foundations, corporations, and governments, this model can serve as an effective basis for determining where to direct their financial support.

Some basic elements of strategic philanthropy include:

This image illustrates the four elements of strategic philanthropy described in the following content.

  • Goals. Strategic philanthropy emphasizes the importance of defining clear, achievable goals that can be referenced when determining budgets for grants or other funds.
  • Data-Driven Plans. Research plays a crucial role in this strategy-building process. Philanthropic organizations should have well-established data collection procedures in place to record and measure the outcomes of grants and programs.
  • Accountability and Roles. With guidance from in-depth research and data, funders should be able to develop a clear hypothesis for approaching the problem associated with their mission. Roles and financial resources can then be assigned accordingly.
  • Impact Evaluations. Outcomes are another significant aspect of the strategic philanthropy model. The strategy cultivated by this model is intended to predict and lead to reaching the organization’s established goals. Collecting and communicating data on the impact of these strategized efforts is essential for informing subsequent funding decisions.

In order to foster a healthy funder-funded relationship, remember to prioritize reporting and communication. Whether you’re interfacing with partners and stakeholders during the funding cycle or conducting a social impact assessment for outcome measurement, sharing metrics will allow you to demonstrate the tangible results of financial contributions.

While strategic philanthropy lays out a reliable framework for social-good organizations to determine how best to allocate their funds, applications of this model have led to several notable critiques. Because of this, many funders are adjusting their approach. Strategic philanthropy is evolving, and for the better.

What are other philanthropic models?

In recent years, several other approaches to philanthropy have come to prominence. The limits and perceived inflexibility of strategic philanthropy have become increasingly visible in many contexts, especially for more dynamic challenges that require changes across an entire system. So what are philanthropic organizations turning to instead?

The spotlight has fallen onto collaboration and communication, ensuring that foundations, nonprofits, and their constituents are well-aligned in their missions, financial strategies, and goals. This includes keeping all stakeholders updated on collected data or potential issues. One particular model that has begun to rise in popularity is emergent philanthropy.

What is emergent philanthropy?

Emergent philanthropy is an approach that emphasizes collaborating with multiple organizations and partners to co-create a strategy that will be refined as it’s applied in order to maximize on-the-ground impact. In response to strategic philanthropy’s fixed predictive model, this model is all about flexibility.

Complex problems in the world of social change require strategies that have the ability to adapt to the many moving parts of a given plan or initiative. Emergent philanthropy acknowledges that generating social progress can be messy and, therefore, leans into the need to regularly modify and communicate changes to strategy based on current needs and past results.

Participatory grantmaking is an inclusive process that has sprouted from the ideas of emergent philanthropy. This practice addresses the problematic disconnect that can often develop between philanthropic organizations and nonprofits while pursuing their predefined objectives. By prioritizing real-time communication of funding impact and potential strategy issues, you’ll be able to stay on the same page with your stakeholders and partners to drive the most effective impact.

What are the critiques of strategic philanthropy?

The model of strategic philanthropy has many merits, especially when it comes to tackling simple and even complicated problems in society. However, when organizations attempt to deal with complex problems, with interventions aimed at systemic change, this logic model becomes limiting.

The basis of strategic philanthropy rests upon a single overarching plan, backed by research, that determines how the stakeholders of a charitable mission make decisions and carry out activities to reach their objectives. Adhering strictly to a predetermined plan becomes increasingly difficult as a multitude of unpredictable factors begins to impact stakeholders at all levels.

Whether you’re working with grantmaking organizations such as a corporation’s philanthropic branch or just interacting with others within your nonprofit, the emergent model’s principles of collaboration and communication attempt to address the challenges that emerge from the complexity of social change.

How is strategic philanthropy evolving?

With the help of updated approaches such as participatory grantmaking, real-time communication, and updated technology, the traditional strategic philanthropy model is evolving into a more adaptive, modernized form.

Many philanthropic organizations and nonprofits have come to realize the need for more flexible approaches to their goals. SureImpact walks through the new philanthropic model of the Siemer Institute, a foundation that effectively adapted its approach to philanthropy through improved communication, data reporting, and software training.

As these innovative practices continue to rise to the forefront of philanthropy, organizations and nonprofits alike will be much better equipped to maximize their social impact.

Other Resources to Explore

Nonprofit Basics – Learn more nonprofit management essentials by exploring other expert resources.

Nonprofit Basics: Nonprofit Accounting – Collecting and sharing data is crucial for your nonprofit’s financial strategy and relationships with donors. Read more about fund accounting essentials in this guide.

Nonprofit Basics: The Donor Pyramid – Discover how to optimize your donor communications and engagement by creating a donor pyramid for your nonprofit.