This blog post explores the top exceptional capital campaign consulting firms.

10 Exceptional Capital Campaign Consulting Firms to Consider

Planning for a capital campaign is a huge endeavor, and even the most experienced nonprofits need some assistance. Your nonprofit can get help by hiring a capital campaign consultant or a capital campaign consulting firm.

To make sure we’re on the same page, a capital campaign consultant is a professional adviser that can provide counsel on how to plan for your campaign. Consultants can help complete common capital campaign tasks, such as performing a feasibility study, writing a case for support, and training your leadership.

You can hire a consultant to assist you throughout the duration of the campaign or for just a few small tasks here and there.

If you’re not sure who to hire, we’ve compiled the top capital campaign consulting firms that you can consider. 

Top Capital Campaign Consulting FirmsDistinguishing Feature
DonorlyFirst capital campaigns
BWFData-driven insights
Aly Sterling Philanthropy Philanthropy Blueprint assessment
Averill Fundraising Solutions Capacity building
Capital Campaign Pro Digital Resources
Alexander HaasCapital campaign counsel for churches
Brian LacyWealth screening
J.F. Smith GroupCampaign outreach
The Curtis GroupCampaign design and branding
Gail Perry GroupFeasibility studies

In case you were wondering, we picked these top capital campaign consulting firms based on client satisfaction, knowledge of capital campaigns, and strength of approach.

The logo for Donorly, one of the top capital campaign consulting firms

1. Donorly – Top Capital Campaign Consultant for First Campaigns

Overview

Donorly was founded on the idea that small and mid-size nonprofits should have access to the same resources as larger organizations, especially when it comes to donor research.

The capital campaign consultants at Donorly specialize in helping smaller nonprofits launch their very first capital campaigns. And they’re good at it—they’ve helped organizations raise over $300 million and triple their fundraising revenue.

With their human-centered approach, the Donorly team can be by your side throughout every phase of your campaign, ultimately helping you kickstart your nonprofit’s long-term growth.

Services

Donorly’s main services include:

  • Fundraising feasibility studies
  • Ongoing capital campaign counsel
  • Prospect research subscriptions
  • Fundraising training
  • Transitional nonprofit staffing

Along with capital campaigns, Donorly specializes in major donor research and cultivation strategies. If you’re worried about finding enough major donors for your campaign, Donorly is the perfect choice.

Type of Client

Donorly’s capital campaign consultants work most often with small to mid-size nonprofits, especially those launching their first major campaigns.

Some of Donorly’s notable past clients include the New York Theatre Workshop, RIP Medical Debt, the Seattle Children’s Museum, and Playwrights Horizons.

Location

The Donorly team is headquartered in New York City, but they work with nonprofits across the country.

A laptop showing the website homepage for Donorly, one of our top capital campaign consultants

BWF is one of our top choices for capital campaign consultants (logo shown here)

2. BWF – Top Capital Campaign Consultant for Data-Driven Insights

Overview

BWF is a trusted fundraising consulting partner for nonprofits in the higher education, healthcare, faith-based, public and human services, environment and animals, and arts and culture sectors. For over 40 years, BWF has worked with purpose-driven organizations to build capacity and achieve long-term goals.

BWF’s four primary services to support capital campaigns

Organizations turn to this fundraising partner when they’re ready to launch their most ambitious campaigns yet—and the results speak for themselves. With BWF’s help, one client saw year-end fundraising revenue increase by 51% and first-time donor retention increase by 25%.

Driven by values like tenacity, optimism, and collaboration, BWF’s team manages all partner relationships with transparency and respect.

Services

BWF’s core capabilities include:

  • Planning and managing campaigns and building fundraising strategies
  • Optimizing technology and operations
  • Enhancing the donor experience
  • Building sustainable enterprise solutions

BWF leverages capacity-building and data science services to help organizations get campaigns up and running smoothly.

Type of Client

BWF offers both a global and local perspective as well as extensive practical experience working with a variety of sectors, allowing them to partner with nonprofit organizations from diverse backgrounds. Hospitals, universities, foundations, arts and culture organizations, and other purpose-driven organizations have all found success from partnering with BWF.

Location

BWF is headquartered in Minneapolis, Minnesota, but they are proud to work with local, national, and international organizations.

Aly Sterling Philanthropy is our top choice capital campaign consultant firm.

3. Aly Sterling Philanthropy — Top Capital Campaign Consultant for Assessments

Overview

Aly Sterling Philanthropy is a full-service consulting firm, with years of experience guiding organizations through capital campaigns.

Their team is comprised of experienced professionals that understand the importance of strong leadership and a solid infrastructure. 
Aly Sterling Philanthropy's capital campaign consultants assess fundraising strategies with their unique Philanthropy Blueprint.

When working with Aly Sterling Philanthropy, the consultants will conduct a Philanthropy Blueprint, which is a 6-step process that assesses your organization to pinpoint where you need the most help.

Services

Aly Sterling offers services, such as:

  • Performing feasibility studies
  • Writing a case for support
  • Training leadership
  • Researching prospective donors

In addition to the services listed above, their website includes resources to help nonprofits navigate the planning process for capital campaigns (and other fundraisers!).

Type of Client

Aly Sterling Philanthropy, a member of The Giving Institute, has worked with the Boys and Girls Club of Toledo, Ronald McDonald House Charities of Southern West Virginia, and Maumee Valley Habitat for Humanity.

They are proud to work with organizations of any size that serve a range of causes, including arts and culture, healthcare, and social justice advocacy. 

Location

While headquartered in Toledo, Ohio, Aly Sterling welcomes clients located anywhere in the United States.

Learn more about Aly Sterling Philanthropy's full suite of capital campaign services.

Averill Fundraising Solutions is our favorite capital campaign consultant for nonprofits.

3. Averill Fundraising Solutions — Top Capital Campaign Consultant for Capacity Building

Overview

When you hire Averill Fundraising Solutions to serve as your capital campaign consultant, you can trust you’re gaining a partner that has diverse experience throughout the nonprofit sector.Averill Fundraising Solutions's capital campaign consultants offer a wide range of services.

Averill’s consultants can help your team during the pre-planning phase by developing key collateral (like case statements and prospect lists), or they can stay on for the whole campaign as your capital campaign’s director.

Since they have over 75 years of experience working with charities, faith-based organizations, schools, and other nonprofits, they’ll be ready to take on any challenge your capital campaign presents.

Depending on your needs, they may even embed a capital campaign consultant in your organization to provide extra guidance from the inside out.

Services

You can rely on Averill for:

  • Campaign direction
  • Campaign planning and feasibility studies
  • Annual fund direction
  • Executive search
  • Embedded staffing

With any of these services, Averill’s capital campaign consultants will stay with you every step of the way as partners.

Type of Client

Large organizations representing a wide variety of interests have consulted with Averill in the past, including the Salvation Army in Sierra del Mar, California, and the Boys and Girls Club in Newark, New Jersey. 

Averill also partners with mature organizations at a smaller scale to help them grow into the institutions they want to become.

Location

Located in New York, Averill is in the neighborhood of some of the top major gift giving prospects in the United States. However, the firm works with organizations all across the U.S. and Canada.

Averill Fundraising Solutions has consulted with faith-based, healthcare, and educational organizations on their capital campaigns.

Capital Campaign Pro is a top resource for nonprofit professionals uninterested in traditional capital campaign consulting firms.

4. Capital Campaign Pro — Our Top Pick for Digital Resources & Advising

Overview

We understand that not every campaign director will desire the assistance of traditional capital campaign consulting. For those nonprofit professionals, we recommend Capital Campaign Pro.

Capital Campaign Pro is the only fully online, virtual campaign resource for nonprofits.

Their system breaks capital campaigns out into a seven-phase plan, spanning from pre-campaign planning to post-campaign analysis. Along the way, it empowers nonprofit professionals with the knowledge, confidence, resources, and expert support needed to hold an effective capital campaign.

Capital Campaign Pro services

Services

Capital Campaign Pro includes the following features and services:

  • A step-by-step capital campaign plan
  • Campaign templates, checklists, assessments and worksheets
  • A Guided Feasibility Study
  • Expert capital campaign advisors

Capital Campaign Pro (as well as comprehensive free resources on its website, such as this guide to capital campaigns) empowers nonprofit professionals to successfully navigate their next capital campaign on their own terms. However, you can also work with their team of expert advisors for additional support.

Type of Client

Capital Campaign Pro was created for leaders of all size nonprofits who:

  • Are uninterested in traditional consulting.
  • Want to be empowered and learn successful campaign strategy and techniques.
  • Are seeking an online-powered approach.
  • Want a community of colleagues who are leading successful campaigns.
  • Are looking for budget-friendly support and advising.

Whether due to budgetary constraints or poor experiences with consultants in the past, this system was created for those seeking a refreshing campaign experience.

Location

Capital Campaign Pro is a fully online, virtual resource that is incredibly accessible for nonprofit leaders across the country and around the world. This means that regardless of location, your organization can make the most of the its resources.

Capital Campaign Pro homepage

Alexander Haas is another top capital campaign consultant.

5. Alexander Haas

Overview

As one of the leading fundraising consulting firms in the nation and a member of The Giving Institute, Alexander Haas has years of experience planning capital campaigns. 

In their own words, they “know what it takes to be successful in today’s philanthropic marketplace and how to help you get the results it takes to prosper.”

Services

Nonprofits interested in Alexander Haas will find services that include:

  • Pre-campaign counsel
  • Feasibility studies
  • Plan development

They provide services for more than just capital campaigns; nonprofits can get assistance with their annual fund or donor stewardship.

Type of Client

Educational and faith-based institutions are some of the common types of clients that the consultants at Alexander Haas work with. Plus, they work with any size organization, large or small.

Location

The Alexander Haas consulting firm is located in Atlanta, Georgia.

Learn more about the capital campaign services at Alexander Haas

Brian Lacy & Associates is another great fundraising consultant for nonprofits.

6. Brian Lacy and Associates

Overview

Brian Lacy and Associates is a fundraising and data services consulting firm with 3 decades of experience providing “leading industry resources and veteran talent to maximize what your [nonprofit] team can do across the giving spectrum.”
They have helped over 400 organizations raise more than $1 billion in contributions.  

Services

If you need help with your capital campaign, Brian Lacy and Associates offers many different services for your nonprofit.

They cover services like:

  • Prospect screening
  • Securing funds to reach fundraising goals
  • Marketing and communications

Type of Client

Some of their clients include Brooklyn College Foundation, Appalachian State University, and Mississippi State. In addition to educational institutions, they aid healthcare and art and culture organizations.

Location

Brian Lacy and Associates is located in Houston, Texas.

Learn more about Brian Lacy and Associates and their capital campaign services.

Your nonprofit can find excellent capital campaign consultants at J.F. Smith Group.

7. J.F. Smith Group

Overview

The J.F. Smith Group has over 25 years of capital campaign experience to help guide nonprofits throughout their fundraising.

Their goal is “helping clients fulfill their dreams through a unique, professionally directed development partnership.”

Services

One of the most important parts of a capital campaign is the feasibility study, and J.F. Smith Group will conduct interviews with participants so you don’t have to!

Additionally, J.F. Smith Group can also help with:

  • Staff training
  • Campaign strategy
  • Wealth screening

Aside from capital campaigns, nonprofits can hire J.F. Smith for other fundraising projects as well.

Type of client

The J.F. Smith Group works with medium-sized organizations. They’ve worked with clients such as Auburn Humane Society, Jacksonville State University, and Auburn University.

Location

J.F. Smith Group is headquartered in Auburn, Alabama.

Learn more about J.F. Smith Group and their capital campaign consulting services.

The Curtis Group is a dynamic capital campaign consulting firm.

8. The Curtis Group Consultants

Overview

Founded in 1989, The Curtis Group has over 25 years of experience working with nonprofits to improve their fundraising. 

Their philosophy is “To be there. For you. With you. Working alongside you in every phase of the campaign until you reach your goal.”

Services

The Curtis Group can handle many aspects of a nonprofit’s capital campaign, from the initial planning to training your board of directors.

Along with creating a unified brand for a capital campaign, The Curtis Group can help design and create:

  • Brochures
  • Case statements
  • Major donor presentation kits

Type of client

The Curtis Group has worked with over 150 arts and culture, educational, and healthcare organizations. While they work with any size organization, The Curtis Group finds that they can provide the best services to small and medium size nonprofits.

Location

The Curtis Group is located in Virginia Beach, Virginia.

Learn more about The Curtis Group and the capital campaign consulting services available.

Gail Perry Group

9. Gail Perry Group

Overview

Founded in 1994, the Gail Perry Group has spent over 25 years helping nonprofits of all kinds reach their goals through effective capital campaigns, major giving programs, and fundraising strategies. 

The Gail Perry Group uses a proprietary data-driven methodology, Campaigns by the Numbers, to identify hidden major gift opportunities for clients. GPG also helps clients learn the easy Conversational Ask method of securing transformational gifts from happy donors.  

Services

Gail Perry Group offers services such as: 

  • Feasibility studies
  • Training retreats for board members
  • Capital campaign planning and counsel 

Type of client

The Gail Perry Group worked with nonprofits of all sizes. Former clients include schools and universities, health organizations, foundations, arts and culture institutions, and many other nonprofits.

Location

The Gail Perry Group is located in Chapel Hill, North Carolina, and works nationally.

Gail Perry Group Homepage

Additional Capital Campaign Resources

Guide to Capital Campaigns




Brush up on capital campaign basics and best practices before hiring a consultant. This guide provides the strategies to help you raise more money during your campaign.

Keep reading if you want to learn the ins and outs of capital campaigns!


Planning a Capital Campaign




Launching a capital campaign requires a lot of planning. That’s why we’ve found this guide so helpful! It details every step to help you get through the planning phase.

Keep reading if you’re looking for a step-by-step guide to planning your capital campaign.


Capital Campaign Consultant




Finding the best-fit capital campaign consultant for your nonprofit isn’t always easy, and you’ll want to know what to expect during this comprehensive hiring process.

Averill Fundraising Solutions has the guide you need to make your decision.


Keela Chooses Double the Donation for Advanced Matching Gifts Integration

Double the Donation and Keela are excited to announce a new integration between Keela’s online donation forms and Double the Donation. The new integration and partnership will empower nonprofits of all sizes to seize their opportunity to raise more from matching gifts, engage with their donor base, and benefit from advanced tracking. 

“Keela and Double the Donation are a natural fit for an integration because they combine two advanced yet easy-to-use solutions to create something seamless,” says Nejeed Kassam, CEO at Keela. “This partnership will create lasting impacts for nonprofits and donors alike as we add matching gifts to organizations’ fundraising efforts.”

With an activated integration, donors can search their company name on the donation page and discover their match eligibility details on the confirmation page. Nonprofit organizations can then see where their supporters work and stay up-to-date with matching gift submission progress. Together, the two solutions create value for nonprofits looking to increase their matching gift revenue. 

“We’re thrilled to provide eager nonprofit clients with the integrated solution they’ve been asking for between Keela and Double the Donation,” says Adam Weinger, President at Double the Donation. “Nonprofits were confident about the value this integration would bring them, and we can’t help but agree!”

Read on to find out more about how this integration helps nonprofits raise more from matching gifts.

Activate in Seconds and Start Raising More from Matching Gifts!

Getting started with the Double the Donation and Keela integration only takes a few minutes and a couple of steps. When a nonprofit organization is ready to start their integration, they can activate using their unique Double the Donation API keys. 

Once these keys are placed and verified in Keela, orgs can easily add Double the Donation tools to any desired forms to maximize matching gift potential. 

Toggle on the Double the Donation feature to add Double the Donation functionality to donation forms.

After this step is complete, the fundraising begins! Donors will then be able to navigate their giving experience with matching gifts in mind, thanks to the Double the Donation auto-complete search tool and matching gift plugin present on Keela donation forms and confirmation pages. 

Donors can learn more about matching gifts, discover their eligibility, and take next steps to getting their gift matched – whether that be via a direct link to their matching gifts experience or an opportunity to automatically submit their match from the confirmation page.

drive more matching gifts to completion with Double the Donation

Drive More Matching Gifts to Completion with Double the Donation!

Keela and Double the Donation are proud to provide a solution that makes matching as easy as 1-2-3: activate, search, match! 

Check out these additional features: 

  • Identify more matching gift revenue opportunities: Double the Donation enables you to automatically collect matching gift eligibility from donors using email domains, within donation forms, on confirmation screens, or by email. The more matching gift opportunities Double the Donation discovers and shares with donors, the more matching gift requests your donors will successfully submit.
  • Drive more matches to completion, from form submission to corporate payment: Direct donors immediately to their matching gift forms after the donation process is complete. Then, provide the right information to the right donors at the right time with custom emails based on match eligibility. Target follow-ups drive more completed submissions than ever before, bringing exponentially more matching gift checks from companies through your door.
  • Reallocate your time from routine follow-up to your top opportunities: Your time is valuable, so why spend it chasing small dollar-value matching gifts? Let Double the Donation automate your matching gift outreach while flagging your highest-value opportunities, allowing your team to personalize follow-ups to the most valuable match-eligible donations. Rest easy knowing that Double the Donation handles the rest.

How Double the Donation tools drive value

Interested in increasing your fundraising revenue with matching gifts? Request a demo today to get started with corporate gift matching through Keela and Double the Donation.


About Keela: Keela is a fundraising-focused software company on the cutting edge of innovation in the sector. Our mission is to serve and support every organization that is empowering positive change. Our uniquely powerful solution bridges the gap between fundraising and communications that exists in other solutions. This allows nonprofits to improve donor relations through a targeted, multi-channel approach. Keela is officially certified as a B-Corp. This means we’re always prioritizing people over profit and never forgetting our commitment to the communities in which we operate. 

About Double the Donation: Automate your matching gift fundraising with the industry-leading solution from Double the Donation. The Double the Donation platform provides nonprofits with tools to identify match-eligible donors, drive matches to completion, and gain actionable insights. Double the Donation integrates directly into donation forms, CRMs, social fundraising software, and other nonprofit technology solutions to capture employment information and follow up appropriately with donors about matching gifts.

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!

 

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.)

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. There is 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, you can pull details like these to inform your strategy:

  • Employer information (to uncover matching gift and volunteer grant eligibility)
  • Landline and cell phone numbers
  • Email addresses
  • Mailing addresses and updates
  • Birthdates
  • And more!

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.

 

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.

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.

 

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.

 

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.

 

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. 

Here, we offer 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.

 

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: 

 

Double the Donation and Fundmetric Answer the Call for Advanced Matching Gifts Integration

Double the Donation is proud to unveil a new partnership with the fundraising AI ecosystem Fundmetric to provide integrated matching gifts functionality to schools, universities, and nonprofits. Fundmetric and Double the Donation’s integration combines the power of the world’s leading matching gift automation platform with the modern flow Fundmetric’s fundraising environment. 

“Fundmetric and Double the Donation’s partnership opens up opportunities for schools and charitable organizations to get the most from their advanced fundraising strategy,” said Mark Hobbs, CEO at Fundmetric. “Integrating DTD’s tools into our donation pages help donors get their donations matched with more speed and ease than ever.”

If organizations’ donors have trouble navigating the world of matching gifts, or maybe don’t even know about matching gifts in the first place, this could mean thousands upon thousands of dollars of lost revenue for the nonprofits these donors support. Fundmetric and Double the Donation disrupt the status quo by introducing donors to their matching gift potentials. 

“Schools and nonprofits miss out on billions of dollars each year in matching gift revenue, and we’re here to change that,” said Adam Weinger, President at Double the Donation. “We’re proud to offer our mutual clients an answer to their request for functionality that shakes up the matching gifts process for the better.”

Activate in Seconds and Start Raising More from Matching Gifts

The activation process for organizations looking to activate their integration between Fundmetric and Double the Donation is quick and easy. All a verified user has to do is retrieve their public and private API keys from their Double the Donation account, plug them into their Fundmetric integration settings, and add Double the Donation’s tools anywhere they’d like within their desired Fundmetric donation forms.

Enter your public and private API keys to activate the integration.

Once this is complete, donors will be able to discover their match eligibility during their giving flow and take their next actions directly from the confirmation page.

Donors can discover details on their chosen company’s matching gift program.

Actionable analytics and real-time data flow into the organizations’ connected accounts so they can continue their matching gift strategy with personalized follow ups and more.

drive more matching gifts to completion with Double the Donation

 

Drive More Matching Gifts to Completion with Double the Donation!

Double the Donation and Fundmetric set out to complete an integration that utilized smart data, helped orgs get set up easily, and took donor impact to the next level. See more value from the integration with the following features: 

  • Identify more matching gift revenue opportunities: Double the Donation enables you to automatically collect matching gift eligibility from donors using email domains, within donation forms, on confirmation screens, or by email. The more matching gift opportunities Double the Donation discovers and shares with donors, the more matching gift requests your donors will successfully submit.
  • Drive more matches to completion, from form submission to corporate payment: Direct donors immediately to their matching gift forms after the donation process is complete. Then, provide the right information to the right donors at the right time with custom emails based on match eligibility. Target follow-ups drive more completed submissions than ever before, bringing exponentially more matching gift checks from companies through your door.
  • Reallocate your time from routine follow-up to your top opportunities: Your time is valuable, so why spend it chasing small dollar-value matching gifts? Let Double the Donation automate your matching gift outreach while flagging your highest-value opportunities, allowing your team to personalize follow-ups to the most valuable match-eligible donations. Rest easy knowing that Double the Donation can handle the rest.

How Double the Donation tools drive value

 

Interested in increasing your fundraising revenue with matching gifts? Request a demo today to get started with corporate gift matching through Fundmetric and Double the Donation. 


About Fundmetric: Fundmetric is an AI data ecosystem that connects siloed data, enabling teams to maximize lifetime giving and increase predictability of revenue. Build your highest-converting lists and cultivate constituent interests using behavioral data and machine learning. Fundmetric’s flexible infrastructure leverages the ability to execute optimized campaigns and capture the attention of your donors in a noisy world. To learn more about Fundmetric visit https://www.fundmetric.com/ and request a demo at https://www.fundmetric.com/demoform

About Double the Donation: Automate your matching gift fundraising with the industry-leading solution from Double the Donation. The Double the Donation platform provides nonprofits with tools to identify match-eligible donors, drive matches to completion, and gain actionable insights. Double the Donation integrates directly into donation forms, CRMs, social fundraising software, and other nonprofit technology solutions to capture employment information and follow up appropriately with donors about matching gifts. To learn more about Double the Donation, visit https://doublethedonation.com and request a demo at https://doublethedonation.com/get-a-demo/

Double the Donation and Givecloud Debut Matching Gifts Integration for Nonprofits

Double the Donation is proud to announce our new integration in partnership with Givecloud, making the matching gift process easier for nonprofits and donors alike. 

“In a world where so many vendors make empty promises about increasing fundraising, it’s great to have a partner like Double the Donation, ” says Josh Bloomfield, CEO at GiveCloud. “360MatchPro moves the needle for our nonprofits in a very practical way.”

The integrated solution offers an answer to nonprofits asking for a solution to streamline their matching gifts strategy for their online donors, closing the awareness gap that normally prevents nonprofit organizations from seeing matching gift success. 

“Far too many donors are unaware of their matching gift potential when they make a gift to a nonprofit organization,” said Adam Weinger, President at Double the Donation. “Our integration with Givecloud will help donors deepen their impact by enabling them to pursue a match with confidence.”

Read on to learn more about the new integrated solution!

Activate in Seconds and Start Raising More from Matching Gifts!

The activation process for mutual users of 360MatchPro by Double the Donation and Givecloud is simple. All nonprofit organizations need to do is retrieve their API keys from their 360MatchPro account, plug them into their Givecloud settings page, and start raising more from matching gifts right away!

Simply enter your public and private API keys to activate your integration.

For donors who give on a Givecloud Fundraising Form, they’ll be presented with the opportunity to search their company name directly after making a payment. Then, they’ll receive automated emails from 360MatchPro prompting them to take their next steps and drive their match to completion.

Allow your donors to search their employer to find their eligibility.

The process is seamless from start to finish, making matching gifts as easy as making the initial donation. From here, nonprofits can track and manage their matching gifts strategy from their 360MatchPro platform.

Drive More Matching Gifts to Completion with 360MatchPro! 

The integration between Givecloud forms and 360MatchPro and Double the Donation unlock the door for nonprofit organizations to claim more matching gift revenue made available to them by their donors’ employers. Check out these additional features: 

  • Identify more matching gift revenue opportunities: 360MatchPro enables you to automatically collect matching gift eligibility from donors using email domains, within donation forms, on confirmation screens, or by email. The more matching gift opportunities 360MatchPro discovers and shares with donors, the more matching gift requests your donors will successfully submit.
  • Drive more matches to completion, from form submission to corporate payment: Direct donors immediately to their matching gift forms after the donation process is complete. Then, provide the right information to the right donors at the right time with custom emails based on match eligibility. Target follow-ups drive more completed submissions than ever before, bringing exponentially more matching gift checks from companies through your door.
  • Reallocate your time from routine follow-up to your top opportunities: Your time is valuable, so why spend it chasing small dollar-value matching gifts? Let 360MatchPro automate your matching gift outreach while flagging your highest-value opportunities, allowing your team to personalize follow-ups to the most valuable match-eligible donations. Rest easy knowing that 360MatchPro can handle the rest.

Interested in increasing your fundraising revenue with matching gifts? Request a demo today to get started with corporate gift matching through Givecloud and 360MatchPro by Double the Donation. 


About Givecloud: Nonprofits use Givecloud’s innovative Trustraising™ platform to create digital fundraising experiences that  excite donors and increase donations, advocacy and loyalty so they can spend more time and money on their mission and less on administration.  Established nonprofits can easily integrate Givecloud with their existing donor management systems.

About Double the Donation: Automate your matching gift fundraising with the industry-leading solution from Double the Donation. The 360MatchPro platform provides nonprofits with tools to identify match-eligible donors, drive matches to completion, and gain actionable insights. 360MatchPro integrates directly into donation forms, CRMs, social fundraising software, and other nonprofit technology solutions to capture employment information and follow up appropriately with donors about matching gifts. To learn more about Double the Donation, visit https://doublethedonation.com and request a demo at https://360matchpro.com/demo-request/.

Haku Integrates with Double the Donation for Advanced Matching Gifts Functionality

Double the Donation and Haku have joined in collaboration to bring the power of matching gifts to nonprofit organizations by implementing integration between Haku donation forms and Double the Donation.

“We are thrilled to launch our partnership with Double the Donation. This innovative platform is one of the most advanced ways of helping nonprofit organizations increase their impact by deepening their corporate matching programs,” said Jaclyn Levi, Chief Strategy Officer at haku. “As a company dedicated to helping our customers drive their impact in seamless and efficient ways, haku’s partnership with Double the Donation is an ideal fit.”

The new integration allows nonprofits to interact with their donors directly after a gift is made, presenting them with information about their company’s matching gift program and encouraging them to take their next steps toward matching gift request submission.

“Double the Donation has been the leader in matching gifts automation software for years now, and we’ve found that the most effective way to get more from matching gifts is by meeting donors where they are,” said Adam Weinger, President at Double the Donation. “Our integration with haku allows nonprofits to engage with new donors and raise awareness about matching gifts in an exciting way.”

The integration is now available for all mutual clients of Haku and Double the Donation to activate on their various donation forms.

Activate in Seconds and Start Raising More from Matching Gifts

The activation process is incredibly easy thanks to the native integration between Double the Donation and haku. Organizations who have a Double the Donation account can enter their haku account and enter their API keys into whichever donation form builder they’d like and toggle the integration to active.

Once this step is complete, orgs are ready to go with their matching gift outreach! Directly after the giving process, donors will be able to easily find if they are match eligible through the auto-complete search field on the Double the Donation matching gifts plugin.

From here, donors can immediately take their next steps toward getting their gift matched, and the nonprofit is apprised of updates along the way in real time!

Looking to learn more? Check out our in-depth integration guide to get started!

Drive More Matching Gifts to Completion with Double the Donation!

 

Drive More Matching Gifts to Completion with Double the Donation!

haku and Double the Donation’s integrated solution aims to provide nonprofits with an easy-to-use and intuitive solution to their matching gift outreach needs. Some more features allow organizations to:

  • Identify more matching gift revenue opportunities: Double the Donation enables you to automatically collect matching gift eligibility from donors using email domains, within donation forms, on confirmation screens, or by email. The more matching gift opportunities Double the Donation discovers and shares with donors, the more matching gift requests your donors will successfully submit.
  • Drive more matches to completion, from form submission to corporate payment: Direct donors immediately to their matching gift forms after the donation process is complete. Then, provide the right information to the right donors at the right time with custom emails based on match eligibility. Target follow-ups drive more completed submissions than ever before, bringing exponentially more matching gift checks from companies through your door.
  • Reallocate your time from routine follow-up to your top opportunities: Your time is valuable, so why spend it chasing small dollar-value matching gifts? Let Double the Donation automate your matching gift outreach while flagging your highest-value opportunities, allowing your team to personalize follow-ups to the most valuable match-eligible donations. Rest easy knowing that Double the Donation can handle the rest.

How Double the Donation tools drive value

Interested in increasing your fundraising revenue with matching gifts? Request a demo today to get started with corporate gift matching through Haku and Double the Donation.


About haku: haku is a technology platform enabling non-profits to more effectively and efficiently grow their impact. Through our innovative all-in-one platform and unwavering customer service, non-profits have an easy, effective, and customizable way to engage supporters through a myriad of fundraising channels with haku.

About Double the Donation: Automate your matching gift fundraising with the industry-leading solution from Double the Donation. The Double the Donation platform provides nonprofits with tools to identify match-eligible donors, drive matches to completion, and gain actionable insights. Double the Donation integrates directly into donation forms, CRMs, social fundraising software, and other nonprofit technology solutions to capture employment information and follow up appropriately with donors about matching gifts. To learn more about Double the Donation, visit https://doublethedonation.com/get-a-demo/

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.

Learn everything you need to know about Microsoft Ad Grants with this guide.

Microsoft Ad Grants: A Q&A Guide for Nonprofit Marketers

The Microsoft Ad Grant is a program that’s quickly emerging as a powerful way to amplify charitable causes. With a monthly allocation of $3,000, participating nonprofits can create well-written ads and bid on keywords that will connect them with new supporters.

Similar to the Google Ad Grant in many ways, this program enables nonprofits to strengthen their digital presence and drive greater results for their work. The grant amount may be smaller than Google’s sizeable $10,000 monthly grant, but Microsoft’s search engines provide access to new audiences with less competition for bottom-of-the-sales-funnel keywords, making it just as valuable.

This program is fairly new, meaning there are still a lot of questions surrounding how to leverage its features to maximize ad performance. Microsoft has paused on accepting new applications, but it’s still worthwhile to be prepared as soon as it’s up and running again.

Based on what’s already been released about the program and what we know about the Google Ad Grant, we’re here to help you perfect your Microsoft Ad Grant management strategies! In this guide, we’ll answer the following questions:

At Double the Donation, we help nonprofits amplify their funding through matching gifts. We’ve seen the tremendous impact that corporate giving programs have on nonprofits, which is why we’re excited to teach you about Microsoft’s latest charitable initiative.

While incredibly valuable, getting started with the Ads for Social Impact program and managing your campaigns takes quite a bit of work. We recommend learning all you can about the program, but we also suggest working with a dedicated professional to handle your account maintenance for you. As our recommended Microsoft Grant management agency, Getting Attention can take the guesswork out of managing your campaigns, so you can focus more on your mission.

Get started with Getting Attention, our recommended Microsoft Ad Grants agency.

Let's walk through the basics of Microsoft Ad Grants.

What Is the Microsoft Ad Grant?

Microsoft Advertising offers approved nonprofits a $3,000 monthly grant that can be used to promote their web content across its digital search network. Ads are displayed across Microsoft’s search engines, including Bing, Yahoo, AOL, outlook.com, MSN, and Microsoft Edge.

Nonprofits can use this funding to bid on keywords that their prospects are searching online. They’ll pick a landing page that matches the searcher’s intent for the selected keywords, such as a donation page or matching gifts page. Then, they’ll write ad copy that encourages users to click the linked page and get involved.

Here’s an example of the World Wildlife Fund promoting its content through the Microsoft Advertising platform:

Here's an example of an ad that you can create using the Microsoft Ad Grant funding.

Advertisers can also build out your ads with additional features, such as ad extensions that link to additional pages. Note that the grant will only apply if your account is in Expert Mode. For now, the program is also currently only available to nonprofits located in the United States. Microsoft has also stopped accepting applications as the work on improving the program and platform to support onboarding more nonprofits.

Microsoft Ad Grants and Google Ad Grants differ in several ways.

What’s the Difference Between Microsoft Grants and Google Grants?

If your nonprofit already participates in the Google Ad Grants program, many aspects of the Microsoft Ad Grant probably sound familiar to you. However, there are some key differences that advertisers have already noticed.

Let’s walk through a few of these dissimilarities, so you can determine how your Microsoft Grant management strategy will differ from Google Grants.

Difference #1) How Ads Are Displayed

Both platforms display ads at the top of the search results for specific terms. However, the designs of the ads vary slightly.

Google displays ads prominently by featuring ‘Ad’ in bold text at the top of the listing. Microsoft makes it less apparent that particular results are ads.

While it looks slightly different across Microsoft’s search engines, they primarily include it in standard, non-bold text within the meta description. Marketers speculate that this results in a better user experience, considering that it looks more like organic results.

Ads look different based on whether you're using Google Grants or Microsoft Grants.

Difference #2) Reach

Google is marked as the world’s most popular search engine, accounting for 61.4% of search queries in the United States, according to Statista. Microsoft’s search engines account for 26.8% of search queries.

While Google clearly connects you with the most individuals possible, Microsoft still makes up a notable portion of users who you might not otherwise reach without creating content for their platforms.

In fact, 653 million unique PC users rely on Microsoft’s search engines, reaching 49 million users who don’t use Google.

Leveraging the Microsoft Ad Grant will empower you to tap into the extensive Microsoft Search Network audience.

While you might interpret a lower number of users as a drawback, there’s actually an advantage that Microsoft has over Google in this regard.

Competition on Microsoft’s advertising platform is much lower since advertisers aren’t pursuing it as heavily as Google’s platform due to the difference in the number of users. In turn, the cost of reaching people is much lower for Microsoft’s program.

Difference #3) Audience Demographics

Considering that you’ll be reaching a different subset of web users, that naturally means your audience for Microsoft Advertising will have different characteristics.

Microsoft pulled user demographics and found that their U.S.-based users tend to be:

  • Educated. 48% have a college degree.
  • Family-oriented. 50% are married, and 60% have children living at home.
  • Wealthier. 41% have a household income in the top 25%.
  • More likely to spend money. The Microsoft Search Network audience spends 32% more online than the average user.

Knowing these details can help you craft ads that are tailored to different audiences across Google and Microsoft’s advertising platforms.

Difference #4) Ad Scheduling

Across both platforms, nonprofit advertisers can target their ads and make bid adjustments with ad scheduling. They can choose the day of the week and the time of day that they want their ads to be shown. They can also schedule certain times to make bid adjustments.

However, there’s one key difference in scheduling. When you adjust your Google Ads schedule, Google will remind you what time zone your account is in. That’s because any adjustments in your ad schedule are based on your time zone rather than users’.

So, if you set your ad campaign to run from 8 a.m. to 5 p.m. Pacific Time, users on Eastern Time would see the ads from 11 a.m. to 8 p.m. There is a workaround, though. You’ll need to create separate campaigns and adjust each campaign’s schedules to account for different time zones.

For Microsoft Advertising, ad scheduling is a bit simpler. Scheduling is based on the user’s location. In other words, you’d only need to create one campaign to target every user during specific hours.

Difference #5) Targeting Capabilities

While Google has several targeting capabilities, Microsoft has even more robust options. You’ll notice that a lot of the targeting capabilities are the same, such as geotargeting and remarketing. However, Microsoft’s options go more in-depth.

For one, the primary difference is that you can set targeting at the Ad Group level with the Microsoft Ad Grant, whereas Google requires you to do it at the campaign level.

What’s more, you can use LinkedIn profile information with Microsoft to inform you who your audience is to better target qualified users.

Also, Microsoft enables advertisers to target specific audiences based on device type and OS, simplifying device targeting. With this, they also provide the option not to display campaign ads on desktops. This feature isn’t available on Google, giving Microsoft Advertising a leg up.

Difference #6) Restrictions

While both programs have restrictions, Google is slightly stricter than Microsoft. Both have initial eligibility requirements, but Google’s ongoing compliance requirements cause the program to vary from Microsoft’s Ads for Social Impact quite a bit.

Here are some of the differences in limitations between the two platforms:

  • Impressions. Google Ads limits your impression share to 10%, meaning fewer people will see your ads. With Microsoft, there are no limitations on impressions since you’re creating ads on a paid account.
  • Ongoing requirements. Google requires nonprofit advertisers to meet a series of ongoing requirements, such as maintaining a 5% click-through rate each month and not using one-word or overly generic keywords. At the moment, Microsoft only requires Microsoft Ad Grant advertisers to occasionally attest to their donor rules to maintain eligibility.

Overall, the Microsoft Ad Grant currently comes with fewer restrictions, making it more accessible to nonprofits.

Get started with Getting Attention, our recommended Microsoft Ad Grants agency.

Make sure you meet the eligibility requirements for Microsoft Ad Grants before applying.

What Are the Eligibility Criteria for Microsoft Ad Grants?

Like the Google Ad Grant program, Microsoft implements eligibility criteria to ensure that only organizations that will benefit from the program can participate. The idea behind this is that it will result in higher quality ads, promote reputable organizations, and reflect well on the program.

Microsoft breaks down these criteria into three categories.

This checklist outlines the basic eligibility requirements for Microsoft Ad Grants.

1. Type of Organization

Only specific types of organizations can participate in the Microsoft Ad Grant program. Organizations must be a:

  • Nonprofit or non-governmental organization with recognized legal status
  • Public library that provides services without charge to all residents in a given area
  • Museum that’s open to the public and conserves tangible objects for purposes of cultural preservation, education, or aesthetic enjoyment

If your organization doesn’t meet these requirements, it will automatically be rejected from the program when applying.

2. Mission

Eligible organizations must operate on a not-for-profit basis, and their mission should benefit the local community.

Examples include improving social welfare, providing relief to the needy, preserving the environment, and establishing a civil society.

3. Non-Discrimination

When it comes to corporate giving, businesses recognize that any participating organizations should share their values. In Microsoft’s case, they’re committed to providing an inclusive environment that’s free from discrimination. That’s why they also require participating nonprofits to not discriminate in their mission or policies.

Nonprofits can’t discriminate in:

  • Hiring
  • Compensation
  • Retirement
  • Training
  • Programs
  • Activities
  • Services

Any organization that has a mission or engages in discriminatory acts in any of the areas listed above will be rejected from the program.

Examples of Ineligible Organizations

If you’re still questioning your eligibility for the Microsoft Ad Grant, let’s walk through examples of ineligible organizations.

Ineligible organizations may include but are not limited to:

  • Nonprofits that have not obtained legal status in their respective country (e.g. U.S.-based organizations must be registered as 501(c)(3)s with the IRS).
  • Professional, commerce, and trade associations
  • Schools, colleges, and universities. However, philanthropic arms of educational institutions are still eligible.
  • Healthcare organizations, including hospitals, healthcare networks, outpatient healthcare organizations, and more.
  • Political, labor, and fraternal organizations

Note that the person completing registration on behalf of the nonprofit must be an employee or a strategic volunteer. Otherwise, the application will be rejected.

There are several benefits of applying for Microsoft Ad Grants.

Why Should You Apply for Microsoft Ad Grants?

With the clear impact that the program can have on your mission, applying for the Microsoft Ad Grant once they start accepting applications again should be a no-brainer. If you’re still on the fence about applying, here are just a few of the advantages that participating will give you:

  • Increase visibility for your most important landing pages. Place your web pages at the top of search results pages for valuable, mission-centric keywords.
  • Connect with new supporters. Existing and prospective supporters are already searching for terms related to your cause online. Meet them where they are by bidding on the right keywords and creating ads that inspire them to get involved.
  • Deal with lower competition. Since nonprofits operate on a paid account, ads paid for using the Microsoft Ad Grant are treated as traditional paid ads. That way, their ads won’t be automatically placed lower than others.

Chances are, your nonprofit doesn’t want to miss out on free funding. If your organization already has a website, the Microsoft Ad Grant can be a fantastic way to launch your marketing efforts forward and strengthen your digital presence.

Participating in the Microsoft Ad Grant program is free.

Is It Free To Use the Microsoft Ad Grant?

Yes, any organization that’s eligible to participate will receive the Microsoft Ad Grant free of charge. However, note that the grant will be attached to a paid account, which requires a credit card to be attached.

You’ll also want to consider the time spent on applying for the grant, setting up your campaigns, and monitoring results. You might rely on an in-house staff member to do this, which means you might factor part of their salary into the maintenance costs. Alternatively, you might outsource the work to a third-party agency, which would incur fees.

Applying for Microsoft Ad Grants is easy.

How Do You Apply for the Microsoft Ad Grant?

Applying for the Microsoft Ad Grant is a straightforward process. Once you’ve confirmed your eligibility, you can breeze through the process and get your first campaign set up.

Let’s walk through the 3-step process that your nonprofit will need to follow once Microsoft starts accepting applications again. And remember, Microsoft only allows staff members and strategic volunteers to complete this process on behalf of a nonprofit. However, a third-party agency may be able to guide you through applying.

These are the steps you'll need to take to apply for the Microsoft Ad Grant program.

1. Apply for Microsoft for Nonprofits.

Beyond Ad Grants, Microsoft provides nonprofits with grants and discounts for a variety of their tools and services, like Microsoft 365, Office 365, and Dynamics 365. Applying to their general nonprofit program is a prerequisite for the Microsoft Ad Grant program.

At this stage, you’ll need to do the following to register for Microsoft for Nonprofits:

  • Share information about your role and your nonprofit
  • Agree to Microsoft’s nonprofit discount and donation policies
  • Share your contact details

The first part of the application should only take about 10 minutes to complete. Then, Microsoft For Nonprofits will reach out via email within 7 business days.

Microsoft partners with TechSoup to validate nonprofits’ information, so be aware that they may share your registration data with TechSoup who may contact you for more details.

2. Fill out the Microsoft Ad Grants application.

Upon acceptance into the program, you can access the Ad Grants application within the Microsoft Nonprofit Hub. At this point, you’ll simply need to provide some additional information about your organization and role, such as:

  • The URL for your nonprofit’s website
  • The number of employees at your organization
  • Your nonprofit’s phone number

Microsoft will send an email confirming whether you’ve been accepted within 10 business days. Be aware that this timeline can be impacted if they request additional information or documentation from your nonprofit.

3. Meet with a Microsoft representative to set up your first campaign.

Microsoft wants to set participating organizations up for success, especially since this is a new program. Before you start creating your own campaigns, they require you to meet with one of their representatives.

During your meeting, they’ll work with you to set up your first campaign to make sure your account, ads, and keywords are structured correctly.

From here, you’re free to start creating your own ad campaigns, using that initial one to guide your efforts.

Try out these Microsoft Grant management strategies.

How Can I Make the Most of the Microsoft Ad Grant?

While it’s still a fairly new program, there are already some tips we can draw from the resources Microsoft has shared and from what we already know about the Google Ad Grant program.

Creating a Microsoft Grant management strategy before applying will help determine whether the program will be a worthwhile investment for your cause. Let’s jump into a few core tips to guide your strategy.

Consider what goals you want to achieve.

Leveraging the Microsoft Ad Grant allows you to pursue a range of goals. Before setting up your campaigns, determine the end goal you want to achieve with each ad campaign.

For instance, many nonprofits leverage the Microsoft Ad Grant to:

  • Increase fundraising efforts by promoting donation and sponsorship pages.
  • Boost corporate giving participation by raising awareness for matching gifts and volunteer grants.
  • Boost volunteer registrations by sharing volunteer opportunities.
  • Grow event attendance by promoting conferences, webinars, and other events.
  • Educate the public about your cause by promoting educational content and services pages.

These are common goals that nonprofits choose for the Microsoft Grant management strategy.

Determining your objectives upfront means you can choose the right landing pages for your ads and effectively guide your users to take actions that are meaningful to your organization. Otherwise, you might experience fewer conversions.

Vary your Microsoft Ad Grant Strategy from your Google Grants strategy.

While similar in many respects to Google Ad Grants, the Microsoft Ad Grant program varies a good bit. That means you shouldn’t treat Microsoft’s program the same as Google’s.

Don’t simply replicate the same ads across both platforms. For instance, you’ll want to:

  • Use more bottom-of-the-sales-funnel keywords for Microsoft. Microsoft Advertising has a higher impression share and cheaper costs-per-click (CPCs), making it more affordable to bid on these terms. Plus, competition is lower, so you’re more likely to rank for these search terms.
  • Vary your ads to target different audiences on the two platforms. Remember, Microsoft users tend to be educated, wealthier, and more likely to spend money online. Google’s audience is younger and more tech-savvy. Make sure the tone of your ads speaks to these different groups.

Pay attention to the results on each advertising platform. Determine what inspires users on each platform to convert. Then, make adjustments to make the most out of each program.

In any case, you’ll want to leverage both programs if you’re able to. After all, that totals to $13,000 in free marketing money each month for your cause!

If participating in both programs is out of reach for your team, turn to a grant manager to help. They can take the guesswork out of your advertising and make sure you’re set up for success across both platforms.

An agency can help you create your Microsoft Grant management strategy.

How Can a Microsoft Ad Grants Manager Help?

While an incredibly powerful digital marketing resource, Microsoft Ad Grants can take a lot to manage effectively. Between applying for the program and monitoring ad performance, you’ll need to set aside extra time and resources each month to manage your account.

To harness the grant’s full potential, consider turning to a professional agency. A professional can tackle every aspect of the Microsoft Grants management process through services like:

  • Eligibility verification: A professional will understand the Microsoft Ad Grant eligibility requirements through and through and will be able to confirm whether you’re eligible for the program. Note that Microsoft requires an employee or strategic volunteer to apply on behalf of your organization, though.
  • Ad creation: A Microsoft Grant manager will help you develop ads that drive users to get involved in your cause. Between picking your landing pages and writing ad copy, they’ll make sure you stand out on search engines.
  • Keyword research: Professionals can research keywords related to your mission and pick the ones that are most likely to connect you with prospects who are ready to give, volunteer, or whatever you’re aiming to accomplish through Microsoft Ads.
  • Landing page optimizations: Your landing pages are a major part of your ads. The right agency will help you improve the landing pages associated with your ads, so you can drive more users to give, participate in your programs, or take another meaningful action.
  • Ongoing campaign management: An agency will monitor your campaign performance and make adjustments as needed. That way, you can be confident that you’re targeting the best keywords with the best possible ads and landing pages.

These are common Microsoft Ad Grant services that professional agencies offer.

Instead of spending your time learning the intricacies of the program, we recommend turning to a trusted professional that offers the exact services you need. That way, you can focus on pursuing your mission and trust that your search engine marketing needs are taken care of!

As our recommended agency, Getting Attention understands what it takes to make its nonprofit partners stand out on search engines. Backed by their team, you can harness the power of Microsoft Ad Grants and Google Ad Grants simultaneously.

Check out these additional resources to learn more about Microsoft Ad Grants and digital marketing.

Additional Resources

If you’re looking to venture into the world of search engine marketing, the Microsoft Ad Grant is the ultimate addition to your nonprofit’s digital marketing strategy. Considering that it’s a fairly new program, you can get a jump start on the program and start showing up for mission-related keywords that drive traffic to your site.

With a thought-out management strategy, you’ll be well-equipped to drive real value for your cause. Start enhancing your volunteer recruitment efforts, raise more awareness for corporate giving, or accomplish whatever your nonprofit wants with the Microsoft Ad Grant!

Remember, a professional agency will help you make the most of the program and make sure you represent your organization in the best way possible online.

In the meantime, continue learning about Microsoft Grants and other strategies that will enrich your digital marketing plans with these educational resources:

Strengthen your Microsoft Grant management strategy with help from our recommended agency.

The Benefits of Acquiring and Retaining Young Donors

The Benefits of Acquiring and Retaining Young Donors

How the Next Generation Influences Fundraising and Workplace Giving

According to charitable giving research, overall giving revenue was reportedly elevated in 2021. However, the number of individual donors giving had dropped.

So what does that mean for organizations like yours that rely on contributions from supporters to bankroll mission programming? More than likely, you have an opportunity to reach new, previously under-targeted segments of supporters to continue growing your donor base—and with it, your total funding. One of the best markets to consider is that of young donors.

Many nonprofits, educational institutions, and other fundraising organizations are interested in learning how to engage donors to drive the best results. At the same time, donor retention remains at top-of-mind for most. Young donors are a critical piece of the puzzle, and yet they continue to be overlooked in terms of fundraising potential.

In this guide, we’ll walk through the basics of young donor fundraising, how it can differ from traditional engagement efforts, and how you can make the most of those relationships as they grow. We’ll cover:

Adapting your marketing, fundraising, and overall donor engagement strategies to attract and connect with individuals of all ages is one of the greatest ways to ensure your team is leveraging your supporter base to its fullest potential.

Want to find out how to do so⁠—particularly in regards to the youngest of donors in your network? Read on!

Why young donors matter

Why Engaging With Young Donors Matters

Engaging with all of your donors is an essential component of a successful fundraising strategy. What many organizations are seeing, however, is that young donors continue to be an under-targeted market when it comes to seeking donations.

Gen Z and young millennial donors are often referred to as “the donors of tomorrow” or “the donors of the future.” But the truth is that these up-and-coming generations are the donors of NOW. So why are organizations overlooking their potential? It might be because young donors tend to have more limited funding at their disposal to contribute as compared to older, more established supporters.

But consider this: is it easier to ask a new donor for a $10,000 donation and hope they spring for it, or to start out small with a $20-50 donation ask from a young donor who will then become increasingly engaged with your organization over time? In most cases, the answer is the latter.

Not to mention, young donors bring with them nearly unlimited potential. That college-aged individual making a $25 gift out of their part-time paycheck could very well become the CEO of a multi-billion-dollar company that doesn’t even exist yet. And as their income grows, their gifts would likely grow alongside it.

The bottom line?

Be willing to start small and watch the impact of continuous engagement increase drastically over time.

Acquiring and retaining young donors

Acquiring & Retaining New Generations of Donors

Like any group, to engage with young donors, you’ll need to focus on two crucial components of your strategy—getting them and keeping them. As far as the basics of the donor lifecycle go, this refers to acquisition and retention.

Here’s what you should know about each pertaining to younger generations of donors;

Acquiring Young Donors

Young donor fundraising involves bringing young donors into your network of support, to begin with. And you may need to take an adjusted approach than what you might use with your general, middle-aged-and-older audience.

For one, attracting young donors can be particularly impactful when using social proof to your best advantage. Social proof, or the idea that people are more likely to do something if they see their peers doing the same—and a founding principle behind peer-to-peer fundraising—tends to be even more effective among the younger generations.

In other words, once you get one young donor in your corner, you have one of the best tools to draw in others in their circle. At the same time, other key practices include reaching donors where they are, such as on social media sites and mobile technology⁠—but more on those tips later.

Retaining Young Donors

Once you’ve laid the groundwork for a supporter relationship and even secured your first donation, you’ll want to put in the time and effort to elevate the connection to new heights.

Even more than your typical donor, Gen Z and young millennials desire to feel connected to the organizations with which they get involved. They want to know that their funding is going to impactful causes, so excellent financial stewardship efforts are essential (top tip: demonstrate that you’re making the most of each dollar you receive by emphasizing corporate matching opportunities!).

It’s also a great idea to offer streamlined recurring giving options⁠—and to ensure donors of all ages are aware of the opportunities. After all, what better way is there to ensure your new donors return time and time again than to essentially get them set up on auto-pay? In fact, research into young donor trends reports that young donors are more likely than the average donor to be enrolled in a monthly giving program (36% overall enrollment rates, with donors aged 18-29 coming in at 48%). Be sure to give them what they want, and market the ability accordingly.

Factors that can impact gifts over time from young donors

Factors That Can Impact Gift Size Over Time

Many young donors are likely to start out by giving low-level donations to the organizations they support. But every dollar counts and their potential to give can increase exponentially as time goes on.

Young donors giving more over time

Here are a few factors that can impact gift size and lead to continually growing donations;

Increasing income

The average person’s income tends to rise over time, whether by receiving promotions, moving employers, diving into new industries, or even exploring an entrepreneurial spirit. As donors of all ages benefit from elevated incomes, their ability to give to the causes they care about tends to rise proportionately as well⁠—oftentimes at an even higher rate than the income or salary increase itself.

Deepening connections to the organization

Finally, an individual’s personal connections to a nonprofit can be a significant factor when it comes to determining their gift size. Sure, a charitable-minded donor might make a $25 gift to a random organization when asked, but they’re likely to reserve more substantial funding for the causes and groups they feel most passionate about. And when you start developing that personal relationship early on, these individuals (i.e., your young donors) will be more likely to continue supporting your organization⁠ in larger and larger amounts as time goes on.

Young donors and workplace giving

Young Donors & Workplace Giving

Another key factor that can have a substantial effect on young and old donors’ giving alike is employer giving⁠—otherwise known as workplace giving or philanthropy. Thousands of companies offer employee or workplace giving programs such as matching gifts and volunteer grants, and over 26 million individuals can qualify for the opportunities through their personal nonprofit contributions. Obviously, these programs benefit the nonprofits receiving the corporate funding⁠, but there’s a lesser-known benefit as well: employer giving eligibility tends to drive increased individual engagement.

In fact, our corporate giving data reports that 84% of individuals are more likely to donate if a corporate match is offered, while 1 in 3 donors indicate they’d give a larger gift if matching is applied to their donation. All in all, this brings about findings that donor messaging that mentions matching gifts leads to a 71% increase in response rate and a 51% increase in the average donation amount, thus resulting in elevated conversions, gift sizes, and donor engagement. Though the exact reasoning behind the increase is unknown, organizations theorize it has to do with donors aiming to meet their employers’ minimum match requirements along with the understanding of magnified donation impact.

So what does that have to do with the young donors in your network? As these individuals enter the workforce, and more specifically, the corporate world, their chance of qualifying for donation matching, volunteer grants, and other forms of workplace giving skyrockets⁠—and with it, their individual donations.

Not to mention, young donors are increasingly demanding corporate social responsibility from the brands they buy from and work for. In fact, nearly 2/3 of young employees won’t take a job at a company with poor CSR practices. Thus, your younger supporters are more likely to work for businesses that match employee donations in the first place, effectively elevating their chances at eligibility.

Meanwhile, as Gen Z and millennials continue taking up more and more of the workforce and consumer population, more and more companies are following suit by implementing and improving their workplace giving programs. And when offered, young donors partake in employer giving in droves with studies showing that over 59% of young professionals gave through a workplace program in 2022, compared to 37% of professionals overall.

Best practices for young donor fundraising

Best Practices for Strategic Young Donor Fundraising

The better you engage with your donors of all generations, the more likely you are to raise funding effectively. Prepare your team to deepen relationships with young donors by incorporating the following tips;

1. Segment fundraising efforts by age group.

Fundraising is not a one-size-fits-all effort, and as a result, one-size-fits-all donor engagement strategies are not likely to be particularly effective. And, as you likely know, one of the largest segmenting factors has to do with donor age.

Young donors want to get involved with the organizations and causes they care about, but you’ll want your tactics to reflect a targeted approach. A 22-year-old, fresh-out-of-college graduate and a 70-year-old retired schoolteacher can each be excellent supporters of your nonprofit⁠—but it might take different initiatives to reach them both.

Giving trends according to young and old donors alike

For example, giving studies indicate that younger donors tend to be most inspired to donate via social media, while older supporters are more impacted by email fundraising⁠—and that’s not even taking Gen Z-ers into consideration!

Overall, we recommend reaching younger supporters and prospects by prioritizing mobile and digital engagement strategies, incorporating valuable and eye-catching visuals (through images and video), and demonstrating donation and organization impact whenever you can.

2. Offer multiple ways to get involved with your organization.

Young donors often desire diversity in the ways they engage with an organization. And not receiving that can lead to donor fatigue and, ultimately, lapsing support.

Thus, be sure to provide a plethora of methods for individual donor involvement⁠—whether they involve financial support or not.

So, what kinds of opportunities can you establish (and promote to) your donors? These might include (but are certainly not limited to):

  • Volunteering at a dedicated event or on a regular basis;
  • Taking part in a corporate giving program like matching gifts or volunteer grants;
  • Attending a fundraising event like an auction, gala, or walk-a-thon.
  • Participating in the organization’s board of directors;
  • Exploring a peer-to-peer fundraising role by soliciting donations from friends and family on the nonprofit’s behalf.

Regardless of the many ways an individual chooses to get involved, remember to communicate your gratitude as well as the tangible ways their engagement impacts your cause.

3. Increase suggested donation amounts over time.

As online giving becomes more and more prevalent, studies have been conducted to determine the impact of suggested donation amounts on total fundraising revenue. And overall, organizations tend to see elevated average donation amounts when they do so (meaning if you’re not already providing gift size suggestions, you should be).

Taking this concept a step further, however, is the idea that your team can increase the amount you request from donors over time to continue growing relationships and donor contributions.

For example, an individual might bring in four times the salary they had when they started giving to your organization. But if they donate on a regular basis, they might never take the initiative to increase their gift size⁠—that is, unless your team chooses to coax them in that direction. And it can be as simple as requesting $100 from Donor A in your next annual fund appeal after determining they’ve contributed $50 for the last few years.

4. Inform donors about workplace giving programs.

We mentioned that donors often choose to give more often and in larger amounts when workplace giving opportunities⁠ (like matching gifts⁠) are in place. And with many young donors becoming eligible for these programs for the first time, it’s essential that they’re made aware of the programs.

After all, over 78% of individuals employed by companies that match employee donations have no idea that they do so⁠—or that they themselves would be eligible to participate. This knowledge gap regarding the programs is one of the leading causes of billions of dollars in unclaimed matching gift funding being left on the table each year.

So get proactive about it! Be sure donors are informed about matching gifts and other employee giving initiatives by highlighting the programs within your organization’s —

Workplace giving marketing is a particularly impactful engagement tool, driving participation in corporate philanthropy programs alongside individual contributions. And if you’re looking to take your young donor engagement to new heights, you won’t want to overlook these initiatives and the impact they bring.


Interested in learning more about engaging young donors? Check out our immersive webinar on the topic!

Reaching Young Donors Webinar