3 Super Handy Worksheets For Year-End Giving

You know the old saying: “When the leaves turn brown, some serious fundraising’s about to go down.” OK, so maybe I just made that up; but that doesn’t make it any less true. The average nonprofit can expect to receive about half — or even more — of its fundraising revenue in the fourth quarter. And if you haven’t thought about your year-end giving plan before the pumpkin spice lattes hit the shelves, you might not be making the most out of this critical time of year for nonprofits.

At Click & Pledge, we definitely notice the giving spirit come out at this time of year. And while it might seem more appealing to wear a parka in a steambath than to create a year-end giving plan, it doesn’t have to be so stressful. In fact, we put together this guide (and a few simple worksheets) to help you knock out the basic components in just a couple of hours.

So, ditch the parka for a chair and a nice pumpkin spice latte, and let’s dive in.

1. Outline Your Objectives

A plan is only as good as its goals. That means you should look to accomplish something feasible, concrete, and measurable with your year-end giving plan. Start by considering these questions:

  • How much fundraising revenue did you earn during last year’s campaign?
  • What could be done differently to make this year’s campaign better?
  • How much do you expect your budget to grow this year?
  • What, if any, holes do you foresee with your programming budget that need to be addressed?
  • Why is it important that we address these budgetary concerns with our year-end fundraising?

For something more concrete, try filling out this sentence:

“For this year-end giving plan, our organization’s priority is to insert specific result to insert specific organizational need(s) to address.”

There’s another important aspect here: timing. How long do you plan to run your year-end giving campaign? On one hand, your end-date should almost unanimously be at least January 1. That’s because every year, the most donations happen in the last week of December. You can even extend the deadline for those patrons participating in corporate matching gifts programs that usually implement a grace period.

Whether you choose to kick off your campaign with a Halloween Haunt, or a Giving Tuesday marathon, or a donation drive starting December 1 — it totally depends on your organization’s preparedness and donor base. Go back to your data from last year’s campaign to see when it was launched, and whether donations played a significant impact during a specific time frame.

2. Tell The Story

Most donors are driven by an organization’s mission, not necessarily the numbers. It’s a lot easier for people to digest your mission with your organization’s story, rather than plain statistics.

Stories create social bonding experiences, which cause your brain to release oxytocin, a chemical partly responsible for creating lasting memories and strong emotions. Even the most beautiful annual report infographic doesn’t compare if it’s flooded with statistics.

What are some of the stories that have popped up out of your organization over the last year? What’s the real-life, human story behind your fundraising goal? Instead of talking about X number of people you’ve served or plan to serve, focus on one person’s story.

There are endless ways to tell that story. Maybe it’s a mini-documentary, or a blog post, or a podcast, or a photo collage. It’s up to you to decide what’s both powerful and feasible for your organization. However you do it, there will be multiple ways to let donors know about that story. Which brings us to…

3. Define Your Communications Channels

So now that you have an idea of what you want to do, you’re going to need to find out how you’re going to accomplish it. At this point, it’s a good idea to look at how patrons interact with your organization. Who are they? What are their goals for your organization? What interests them the most? If you’ve never developed a donor persona before, it’s time to make like a high school biology student and dissect.

A good place to start is with traditional demographics like age, gender, and income; but don’t stop there. Get to the nitty-gritty, and you can even be a little imaginative. Is your typical donor a tennis enthusiast who checks her email between sets? Perhaps they’re really into drone-racing and watch how-to instructional videos. Whatever their thing may be, use those insights to carefully craft and deliver your message.

Also, try to create at least three donor personas. Your organization may have subsets of typical donors interested in different aspects of your organization.

Once you have these personas mapped out, that’s when you can start determining how you’re going to deliver your message. Make a list of all your communications channels. That might include social media, email, your website, direct mail, or more.

This is where your donor personas come in handy. Review these channels and see where each persona may spend most of their media time, and what channels are best received. From there, you can determine how often you’re going to reach your segmented audiences on what specific channels.

Try using the worksheet below to help you identify your donor personas.

4. Determine How You’ll Measure Results

Your year-end fundraising plan needs to be measurable, or else you won’t know how well you’re doing (or how to improve for next year). To measure your success, you’ll need to introduce Key Performance Indicators, or KPIs, to your objectives and communications plan.

No two communications tactics will have the exact same KPIs. For example, you wouldn’t measure the success of your email sends via Facebook Likes. Rather, KPIs are measurements of end-goals you want your donors to take when interacting with that medium.

Go back to your goals and objectives and map them out next to your communications plan. Then, take each component of that plan and define your KPIs. Try to go beyond standard vanity metrics like email open rates or page views. Get specific.

Examples

  • If you have paid Facebook ads and your goal is for your social audience to donate to your website, one KPI would be to measure the number of donations that came through your website via social media referrals.
  • If your email newsletter is meant to drive people to a year-end campaign video, one KPI would be the number of times that video was watched. To dig further, a more specific KPI would be how long they watched that video, and whether that view led to any donations.

Use the handy-dandy worksheet below to map out your objectives, strategies, and KPIs to keep track of your year-end giving plan.

5. Set Your Budget & Determine Costs

So you’ve done the first half of your year-end giving plan. Now comes the part that many love to loathe: budgeting and timekeeping. This should be an estimate of everything you’ll need to pull of your campaign. That may include determining costs for:

  • Staff time and salaries
  • Tools and software usage
  • Design and print materials
  • Logistics (stamps, shipping, etc.)

The most important part here is determining your return on investment, or ROI. If you’re spending more to run your year-end campaign than you expect your goal to achieve, you’ll need to adjust your communications plan to be more practical.

Ideally, your budget should be somewhere in between a rough estimate and hyper-precise. If you spend too much time and analysis estimating the project, you won’t have any wiggle-room if your plan needs to be more flexible. On the other hand, too rough of an estimate means your budget has too much room for margin of error.

Here’s another worksheet to help you determine your year-end campaign costs for each item. You can also revisit this worksheet later to review your year-end campaign’s revenues.

6. Compose Your Calendar

Once your budget’s in order, it’s time to map out your deliverables, or when each piece of your campaign will go into action. A couple of things to keep in mind:

  • Schedule your campaign around key dates like Giving Tuesday, Christmas, or New Year’s Eve. These affect the timing of your creative materials and their efficacy.
  • Work smarter, not harder. If you try to communicate too-much-too-often with only a handful of channels or creative materials, that may have the opposite effect of what your organization wants to achieve.
  • Be flexible. There will likely be a point during your campaign where your plan isn’t going as expected. Make sure you monitor your results regularly and be ready to make changes if that’s the case.

You will also want to share your calendar with your team so everyone stays on the same page. Google Calendars are a great way to go. We also use HootSuite to map out and schedule our social media posts.

7. Visualize, Analyze, & Improve

You’ve executed every deliverable with ease, and you’ve made your schedule flexible enough to give a Cirque du Soleil acrobat a run for their money. But: did it work?

It’s easy to get lost in the planning and deliverables and forget that meeting your goal was the most important item. As with any major campaign, it’s crucial to follow up and review what worked and what didn’t.

There’s a number of ways to accomplish this. Go back to those KPIs you created at the beginning of your planning phase and see how well they stacked up. A good donor management and event management system will help you readily look up your transactions, and determine which avenues through which they came.

You can also run a post-mortem meeting with your team so everyone has the chance to review and make suggestions for next year. This piece comes highly recommended, because it brings the team together and serves double-duty as the official end of a project.

Whatever you decide to do, pat yourself on the back. Get excited for the upcoming year, because you have another 9-10 months before you do it all over again!

Double the Donation-Fundly-partnership-feature

Fundly Integrates Double the Donation Matching Gift Tools

Atlanta, GA (October 17, 2018) — Double the Donation is proud to announce a new integration with NonProfitEasy’s Fundly CRM. This 360MatchPro integration into Fundly CRM will provide users with industry-leading matching gift functionality. Fundly is used by nonprofits to revolutionize the way they serve their communities.

This integration allows Fundly CRM users to fully automate the matching gift process, exponentially increasing their matching gift revenue while reducing time spent on collecting matching gifts. With this integration, Fundly users can turn on this functionality directly through their Fundly CRM account.

Double the Donation-Fundly-Integration-image1

“In deciding which matching gift tools to offer our customers, we found Double the Donation’s 360MatchPro to be the most comprehensive and easy-to-use platform,” said Lomesh Shah, President and Co-Founder of NonProfitEasy. “We are so excited to offer our users the opportunity to double their donations with ease, efficiency, and accuracy.”

360MatchPro allows users to automatically track the match-eligibility of their donors, the status of those potential matches, and the revenue raised in matching gifts. Most importantly, 360MatchPro’s automated and customizable email follow-up vastly increases the amount of matching gift requests successfully driven to completion.

Double the Donation-Fundly-Integration-image2

The biggest hindrance to matching gifts is lack of donor awareness. With 360MatchPro, Fundly CRM users are able to automatically identify match-eligible donors through email domain capture as well as self-identification directly on their donation forms.

“We are so excited to see that Fundly has integrated our matching gift tools into their CRM, offering all of their users a chance to enhance their matching gift programs,” said Adam Weinger, President of Double the Donation. “There are 15 million people in America who are eligible for matching gifts, and we’re looking forward to seeing how Fundly CRM users connect with those donors.”

Double the Donation has the most extensive database of existing matching gift programs, including more than 20,000 companies, subsidiaries, and spelling variations. Use of this database affords organizations the opportunity to follow through on every possible corporate matching gift donation.

Match-eligible donors are presented with simple, streamlined information about the matching gift program that they qualify for. They are also presented with direct links to the appropriate online forms or downloadable PDFs required to submit their matching gift requests.

Find out more about Fundly CRM at https://www.fundlycrm.com/.

Learn about the best group management software with our fresh guide.

Top 9 Group Management Software for Smart Organizations

Managing your association, members, or camp population can seem scary. How is your team supposed to keep up with the information and needs of thousands of people? Luckily for you, we’ve compiled a list of our favorite group management software options by specialty, so that you can learn which software is best for your organization.

Our favorites are:

  1. Fonteva 
  2. Salsa 
  3. CommunityPass 
  4. OmegaFi 
  5. CircuiTree 
  6. Doubleknot 
  7. Morweb 
  8. Church Community Builder 
  9. Alumni Channel 

Let’s dive in!


Fonteva is a top group management software.

1. Fonteva – Top Group Management Tool for Associations

Group Management Tool Overview

Fonteva is a flexible and easy-to-use group management tool for mid-size to large groups. It can easily manage groups of any size (like trade associations, professional societies, and more!) due to its diverse toolkit of features in a lean and intuitive platform.

All Fonteva products are powered by Salesforce and come with full customer support so that your association can thrive.

Top Group Management Features

Some of the features that make Fonteva our top choice for associations are:

  • Cloud-based database.
  • Online community communication.
  • Event planning software.
  • Easy-to-use and easy-to-understand financial and reporting tools.

With these features, your Fonteva software can grow as your organization does. With software updates included in your subscription, you don’t need to worry about having to pay more if the system changes.

Takeaway

For an association that needs an intuitive and simple yet intelligent group management software, Fonteva is the right choice.

Fonteva's suite of features make it a formidable group management software.


Salsa is a top group management software.

2.  Salsa – Top Group Management Tool for Nonprofits

Group Management Tool Overview

This group management software from Salsa Labs is built specifically for nonprofits. By centralizing donor data and empowering users to seamlessly track relevant information, Salsa’s group management tool is perfect for nonprofits looking to optimize their fundraising strategy.

The donor profiles are easily customizable and allow for information like relationships, interests, demographics, and social media accounts, so that a nonprofit has a 360-degree view of their donors.

Top Group Management Features

Salsa’s group management software comes with valuable features such as:

  • Member management.
  • Donor profile customization.
  • Grant management.
  • Double the Donation, WealthEngine, and DonorSearch integrations.

These options allow a nonprofit to strategically target their donors and discover actionable trends, in order to maximize their fundraising capabilities and increase engagement with their community.

Takeaway

If your nonprofit is looking for a powerful and easy to use group management tool to maximize your fundraising success while strengthening supporter relationships, invest in Salsa’s software.

Salsa's versatility make it a top group management software.


CommunityPass is a top group management software.

3. CommunityPass – Top Group Management Tool for Community Centers

Group Management Tool Overview

CommunityPass is a group management tool that provides solutions for aquatic centers and pools, sports leagues and teams, adult education, and more for community centers through their cloud-based software.

This group management tool is great for getting everything done: it includes features for communicating with members through text and email, creating class schedules and online sign-up forms, and creating and issuing key cards, member ID cards, and guest passes. 

A community center can plan their season of classes, customize its registration forms, plan and implement their pricing structure, and accept payment all online through CommunityPass.

Top Group Management Features

CommunityPass has a lot of great features for running a successful community center, but some of our favorite group management features are:

  • Email and text alerts and reminders.
  • Automated receipts.
  • Rolling membership options.
  • Easy guest pass and membership purchase options.

CommunityPass’s engagement features allow community centers to successfully manage their guests and members, as well as create and plan the classes and opportunities those members want.

Takeaway

For a community center ready to streamline their group management strategy and combine all their administrative needs into one program, CommunityPass is the perfect software.

CommunityPass's multifaceted interface make it a top group management software.


OmegaFi is a top group management software.

4. OmegaFi – Top Group Management Tool for Greek Organizations

Group Management Tool Overview

With OmegaFi’s easy-to-use and mobile-optimized financial management, member database, and website/communications solutions, it’s the clear winner for Greek organizations.

OmegaFi’s three software solutions—Vault, Compass, and GINSystem—are all important aspects of OmegaFi’s group management tool, but the most important for members is Compass.

Compass manages members from the moment they’re offered a place in the sorority or fraternity to their later status as a continuing donor.

Officers can customize their dashboard based on the data that they need to see, and the OmegaFi team and the officers work together to build a reporting process that works for their specific organization.

Top Group Management Features

OmegaFi’s comprehensive fraternity/sorority support system has too many useful features to name, but here are our favorite group management features:

  • Custom dashboard.
  • Event management tools.
  • Member reporting tools.
  • Fundraising tools and online giving options.

OmegaFi offers Greek organizations all the tools they need to successfully manage their members as well as maintain relationships with graduated brothers and sisters.

Takeaway

Greek organizations who are looking to make their group management tasks easier and simpler, while raising more money for their organization, should look into investing in OmegaFi’s system.  

OmegaFi's precision and functionality make it a perfect group management software for Greek organizations.


CircuiTree is a top group management software.

5. CircuiTree – Top Group Management Tool for Camps

Group Management Tool Overview

CircuiTree, created by people who know and love summer camps, is an all-in-one cloud-based group management software designed specifically to make running a summer camp easier.

This software manages everything from housing requests and food allergies to medical records and emergency contact information, all in one easy-to-understand database.

Parents will be thrilled to sign up multiple children, register allergies and medication conditions, and choose camp activities all from their own computers at home. With CircuiTree’s integrated point-of-sale technology, a camp can guarantee secure payment processing and accurate data management.

Top Group Management Features

CircuiTree’s software offers a multifaceted solution to collecting and storing all the information a camp team needs to have a profitable, safe, successful summer. Some of the best features for group management include:

  • Online registration.
  • Transportation tracking.
  • Activity self-scheduling.
  • Camper check-in.
  • Electronic health center.
  • Guest group management.
  • Donor management.

With all these features and more, your camp staff will be able to spend less time filing forms and more time making sure your campers have an excellent time.

Takeaway

If your team wants to spend less time tracking data and filing forms and more time having fun with campers and teaching them valuable skills, consider investing in CircuiTree for all your camp-running needs.

CircuiTree's centralized database make it a great group management software for camps.


Doubleknot is a top group management software.

6. Doubleknot – Top Group Management Tool for Museum Membership Programs

Group Management Tool Overview

Museum membership management can be complicated, but they don’t have to be with Doubleknot’s group management software. Built with museums and other similar nonprofits in mind, Doubleknot is built for maintaining member relationships.

Doubleknot’s software provides integrated solutions for everything from ticketing and registration to reservations, donations, sales, and more. Their product is constantly being updated with requests and feedback from clients, which makes it a valuable investment for the future of your nonprofit.

Because it integrates well with other software products, you don’t have to worry about having wasted your money on other software.  

Top Group Management Features

Doubleknot’s priorities are recruitment, rewarding, and retaining members for your organization, so their features are focused on helping those things happen. Some of Doubleknot’s best software features are:

  • Automatic onboarding messages and materials.
  • Automatic renewal reminders for members.
  • The option to gift a membership to someone else.
  • Member engagement tracking.
  • Member search and segmentation.
  • Historical member directory.

With these features, your museum can ensure that your members remain members and that you continue striving towards your goals.

Takeaway

Doubleknot’s group management tools, in addition with everything else that its software does to ensure that your museum or similar nonprofit runs smoothly, can help you reach more people and maintain strong relationships with your supporters.

Doubleknot's customizability make it a great group management software.


Morweb is a top group management software.

7. Morweb – Top Group Management Tool for Online Communities

Group Management Tool Overview

Morweb is the child of two companies: Morad Media Inc., which is an award-winning digital design agency, and Morweb CMS Inc., which is a website platform for nonprofits and associations.

Morweb’s group management tool is lightweight, yet functional: their cloud-based software allows online communities to keep track of members, manage events, allow or restrict access to pages based on membership level, and fundraising, all through the community website.

Top Group Management Features

In addition to providing beautiful, functional, and mobile-responsive websites to online communities, Morweb offers the following group management features:

  • Searchable member directory.
  • Member map.
  • Intranet and restricted-access pages.
  • Event planning capabilities.
  • Fundraising campaign pages and online donation forms.

Your online community can handle its group membership needs, all from your own website.

Takeaway

Online communities looking for a lightweight group management system with real-world fundraising and event functionalities will be thrilled to use Morweb.

Morweb is the perfect lightweight group management software.


Church Community Builder is a top group management software.

8. Church Community Builder – Top Group Management Tool for Faith-Based Organizations

Group Management Tool Overview

Church Community Builder is a fully functional group management and event planning tool for faith-based organizations. With their cloud-based, Software as a Service group management tool, your church can make sure that all of your members are engaged and included.

Their software, which is accessible from anywhere with internet access as well as through their app, allows church ministries to build profiles for anyone from first-time visitors to long-term members and volunteers.

Top Group Management Features

In addition to Church Community Builder’s ability to track church metrics, build intuitive web forms, provide online giving options, and streamline process queues, they also offer the following group management features:

  • Communication tools including email merges, direct mail, and texting options.
  • Attendance tracking for church services, small groups, and events.
  • Event planning, including room reservations in your church.
  • The Needs feature: your church can plan on-the-fly community events to help members with anything life might hit them with.

With Church Community Builder’s group management tools, your church can make sure that everyone feels at home and welcome, even from their very first visit.

Takeaway

Help your church family work better together, increase engagement with everyone from dedicated volunteers to new visitors, and encourage church growth by investing in Church Community Builder for your ministry.Church Community Builder's specialized features make it the perfect group management software for churches.


Alumni Channel is a top group membership software.

9. Alumni Channel – Top Group Management Tool for Alumni Groups

Group Management Tool Overview

Alumni Channel is a dual-use database and website creation software that allows your organization to keep track of your alumni while also providing a beautiful and functional place online to communicate, network, and learn.

This software allows your alumni and your team to access the website from anywhere with an Internet connection, even from smartphones and tablets. You can invite alumni to events, post news updates, send out email blasts, and ask for donations all from the same place.

Top Group Management Features

Alumni Channel makes it easy to manage your alumni community and improve your university fundraising strategy by providing you with the tools to keep them engaged visit after visit to your website. Some of those engaging features are:

  • Quick member search capacity.
  • Organized and segmentable member directories.
  • Data import and export options.
  • Member profiles.
  • Networking opportunities.
  • Job postings.

With Alumni Channel’s appealing interface for alumni and useful administrator features, you’ll increase engagement after graduation as well as giving alumni the tools they need to build an online community where they can network and grow.

Takeaway

If you’re looking to provide a functional and attractive website for your alumni to interact with others on while also creating an alumni database that your organization can use, check out Alumni Channel to see what else their software can do.

Alumni Channel is the perfect group management software for engaging alumni.


With these options, you can determine the best group management software for your organization, no matter your mission. For more information on some of our other favorite software, check out these additional resources:
  • Top 11 Cvent Competitors. No matter what your organization needs event planning software for, we’ve got a suggestion for it. Check out our guide to Cvent competitors and learn more about how you can improve your event planning strategy.
  • Top 7 Silent Auction Software for Nonprofits. With this guide from OneCause, you’ll be sure to choose the right silent auction software for your needs and ensure that your next fundraising event is a massive success.
  • Fundly Reviews: Testimonials from Nonprofits and Individuals. Are you thinking of starting a crowdfunding campaign? Before you commit to any specific platform for your endeavor, read these reviews about Fundly to make sure you make the right choice.
Check out our list of top donation buttons to learn about the best option for your nonprofit!

Top 10 Donation Buttons to Raise More Funds Online

As more and more nonprofits are focusing their fundraising efforts towards online campaigns, the versatility and functionality of donation buttons has grown.

The features required of these buttons have shifted as online fundraising has increased in popularity, but how can you know which product is right for your nonprofit’s needs?

We’ve chosen 10 of our favorite online donation buttons and explained the best features, so you can choose which donation button is right for you.

Use the navigation tool below to make finding what you need even easier.

  1. Fundly – best crowdfunding donation button
  2. Double the Donation – best matching gifts donation button
  3. DonorBox – best recurring gifts donation button
  4. Snowball – best text-to-give donation button
  5. Bonfire – best merchandise fundraising donation button
  6. Qgiv – best all-in-one online donation button
  7. Donately – best custom donation form builder
  8. Edco – best donation button for education
  9. DonationForce – best donation button for small nonprofits
  10. iDonate – best donation button for large nonprofits

If you’re ready to learn more, let’s get started!


Fundly is a top donation button provider.

1. Fundly – Best Crowdfunding Donation Button

Donation Button Overview:

Fundly’s easy-to-use crowdfunding platform is a great way for both individuals and nonprofits to raise money for a good cause. This donation tool is shareable on many social media platforms, is mobile-optimized, and allows you to keep supporters updated easily.

Standout Features:

We love that with Fundly, you can add personalized messages, photos, and videos to your crowdfunding page. You can even update your friends with a blog-like style of posting, which you can do from anywhere with the free Fundly app!

Fundly’s support system is also stellar: they help you set up your campaign, and are available all the way through till the end.

Takeaway:

If you’re looking for a socially-driven donation button tool to help you reach your goals, Fundly is the platform for you.

Use Fundly's donation buttons to maximize your crowdfunding success.


Double the Donation is a top donation button provider.

2. Double the Donation – Best Matching Gifts Donation Button Add-On

Donation Button Overview:

Double the Donation offers a powerful corporate philanthropy database for your nonprofit, so that your donors can be made aware of their employer’s matching gifts policy.

Double the Donation offers two options: one is a widget included directly on your website or donation page, and the other is a webpage hosted by Double the Donation, branded to your website, that offers the same information.

Double the Donation’s easily accessible matching gifts database makes every donation button twice as effective.

Standout Features:

Because Double the Donation’s database can be included right where your donation button is, donors are encouraged to follow up with their employer about matching gifts and maximize the impact of their donation for your nonprofit.

The database is frequently and rigorously updated, so you never have to worry about having out-of-date or incorrect information.

Takeaway:

Double the Donation takes your matching gifts strategy to the next level by making the necessary information easily accessible for all.

Double the Donation can make any donation button more effective.


DonorBox is a top donation button provider.

3. DonorBox – Best Recurring Donor Donation Button

Donation Button Overview:

DonorBox is an online donation button provider that allows you to embed their donation widget directly onto your page or create a dedicated donation page with your nonprofit’s branding.

With their donation pages, you can pre-fill custom amounts with descriptions so donors know what their donation does, offer multiple language options, and include employer donation matching information.

Standout Features:

With DonorBox, your recurring donors maintain full control over their relationship with your nonprofit. DonorBox also offers donors the option to cover processing fees, and their donation buttons are optimized for all sizes of browsers.

Takeaway:

DonorBox is a great donation button provider for nonprofits who are looking to prioritize their recurring gift donor retention strategy, as well as those who need the option to have their donation buttons in multiple languages.

DonorBox's donation button is versatile and easy to use.


Snowball is a top donation button provider.

4. Snowball – Best Text-To-Give Donation Button

Donation Button Overview:

Snowball offers an innovative two-tap solution to nonprofits so that donors are less likely to abandon the donation process partway through. From their phones, mobile users can select the amount of money that they want to give and then confirm their donation through an email.

Their text-to-give and peer-to-peer solutions are also just as easy to use and secure for donors.

Standout Features:

In addition to their fabulously simple method of completing their donations, the donation buttons that Snowball offers are fully customizable to your nonprofit’s branding.

Snowball also keeps track of all of your donation data, so that you can manage your donor and donation information while assessing your progress towards your fundraising goals.

Takeaway:

Snowball’s inventive and simple donation button is a great feature for anyone who is ready for a more intensive mobile donation campaign.

Snowball's two-tap system makes their donation buttons super simple.


Bonfire is a top donation button provider.

5. Bonfire – Best Merchandise Fundraising Donation Button

Donation Button Overview:

Bonfire combines merchandise selling with fundraising through their unique online donation button. With Bonfire, you create your t-shirt design, choose your profit margin and customize your donation page, and then start your campaign!

Because Bonfire puts the donation button on the same page as the purchase button, supporters of your campaign can help your cause both through buying your t-shirt and donating directly to your cause.

Standout Features:

The best part about Bonfire is that there is no inventory necessary. Bonfire prints and ships your shirts after they’ve been ordered, so there’s no chance of your campaign running out of t-shirts.

Bonfire also offers empathetic and helpful support through their “Happiness Team”, who are happy to help make sure your fundraiser is successful.

Takeaway:

Bonfire’s combination of effective donation button and fun merchandise options are a great fundraising option for nonprofits looking to raise funds while rewarding their supporters.

Bonfire's combination of donation buttons and merchandise fundraising is super effective.


Qgiv is a top donation button provider.

6. Qgiv – Best All-In-One Online Donation Button

Donation Button Overview:

Qgiv provides nonprofits with the software they need to run all kinds of fundraising campaigns, from online donation buttons to peer-to-peer fundraising pages to handheld kiosks for fundraising events.

Their team provides support for your nonprofit as you build your donation forms and start your campaign, and the software easily integrates into your other programs so that you can make sure that you have a 360-degree understanding of your donors.

Standout Features:

Qgiv offers amazing features such as fundraising thermometers and other gamification techniques, as well as options for donation buttons such as GiftAssist.

GiftAssist gives donors the option to cover the processing costs on their donation, so that more money goes straight to their favorite nonprofit.

Takeaway:

Qgiv’s huge suite of features and easy-to-use interface for both nonprofit professionals and donors makes this a powerful donation button provider.

Qgiv's suite of donation software supports their donation buttons everywhere.


Donately is a top donation button provider.

7. Donately – Best Custom Donation Form Builder

Donation Button Overview:

Donately provides beautiful online donation tools that are fully responsive with any mobile device, so that you can reach your followers wherever, whenever.

They provide donation buttons to both individuals and nonprofits, so whatever you need to raise money for, they’ve got you covered. You can easily share your donation page on social media or through email, too.

Standout Features:

In addition to their custom donation buttons, Donately offers beautiful fundraising pages and donor management solutions. By using their forms, you can track the important information from all of your donations, as well as the ability to input cash or offline donations into your data set.

Takeaway:

Donately’s pages are super customizable, so you can easily make your donation button match your individual needs.

Donately's donation buttons are customizable and easy to set up.


Edco is a top donation button provider.

8. Edco – Best Donation Button for Education

Donation Button Overview:

Edco is a donation button provider that caters specifically to teachers and other education leaders. The team leader builds the page and starts the fundraiser, and then the team members (parents, students) promote the page and share it amongst their social circles.

People donate, and then you can receive your funds through check, ACH transfer, or reloadable prepaid debit card!

Standout Features:

We love how easy it is to share this donation button with your social network. You can share your campaign on social media and through direct email, all through Edco. They even provide you with templates!

Takeaway:

Edco is the perfect donation button for teachers, coaches, or parents to raise money to ensure their child’s success, no matter if you’re fundraising for a school trip, a sports team, or something else.

Edco's donation buttons make fundraising for students a snap.


DonationForce is a top donation button provider.

9. DonationForce – Best Donation Button for Small Nonprofits

Donation Button Overview:

DonationForce is a powerful donation button provider for nonprofits just starting up. It’s impossibly easy to set up, so that you can be accepting donations online in just minutes.

Once you’ve set up your account, you have access to key data and metrics from all your donations and you can seamlessly integrate DonationForce’s software with ticket pages for your events, matching gifts databases, and your email marketing platform.

Standout Features:

DonationForce is a powerful donation button because it offers a lot of features for a low price. With the DonationForce suite, you get a fast and secure donation process, automated receipts, and a fully mobile-responsive donation button.

Takeaway:

DonationForce offers a great donation button for nonprofits who are ready to start accepting online donations, but don’t need to invest in a personalized software yet.

DonationForce provides great donation buttons for smaller nonprofits.


iDonate is a top donation button provider.

10. iDonate – Best Donation Button for Large Nonprofits

Donation Button Overview:

iDonate makes donating super easy by embedding their online fundraising solution right onto your nonprofit’s website, blog, or Facebook page. Their donation buttons are easily customized to fit your brand, and everything is mobile-responsive.

Their multifaceted online giving platform offers everything from text-to-give to peer-to-peer fundraising, and all of their services can stream donor data into either the iDonate Backoffice CRM or into your nonprofit’s existing CRM.

Standout Features:

Our favorite part of iDonate is how easy it makes online and mobile giving for large nonprofits. They offer chapter management solutions so that each branch of your organization is able to fundraise to the best of their ability.

No matter where it needs to be or what it needs to do, a donation button from iDonate can help your large nonprofit optimize its online donation strategy.

Takeaway:

iDonate’s combination of hyperfunctional online giving tools and supportive staff are a boon to any nonprofit ready to try a new donation button.

iDonate provides beautiful donation buttons for larger nonprofits.


Congrats! You’re now prepared to choose the right donation button for your nonprofit. If you’re interested in learning more about some other fundraising best practices, don’t hesitate to check out these additional resources:

  • 10 Best Salesforce Apps for Nonprofits. Step up your tech game with these great apps. Take any strategy, from charity auction management to accounting and beyond, to the next level with these suggestions.
  • 15+ Best Crowdfunding Websites. If you’re looking for more information on Fundly, or on any other crowdfunding websites, check out our list of favorites for more options and information.
  • Online Petitions Guide from Salsa Labs. If you’re engaged in any sort of advocacy, you’re going to want to read this guide from Salsa on the 5 best tips to building your electronic petition. Don’t miss out on these smart strategies!

 

Double the Donation has partnered with the National School Foundation Association.

Double the Donation Benefits for NSFA Members

Double the Donation is pleased to offer special benefits for Members of the National School Foundation Association.

Are you an NSFA Member? Take advantage of $50 off the Double the Donation Premium Plan for your first year.

Already a Double the Donation client? NSFA Members get $250 off an upgrade to the enterprise 360MatchPro platform.

Contact us to get started with your exclusive benefits!

Wilson-Bennett shifts matching gift providers from HEPdata to Double the Donation.

Wilson-Bennett Shifts Functionality from HEPdata to Double the Donation

Note

Become a Matching Gift Expert! Grab our Free Ultimate Guide to Matching Gifts.

Atlanta, Georgia (August 23, 2018) — Double the Donation is excited to share news of a new partnership with Wilson-Bennett Technology, Inc. (WBT), a leading provider of educational and nonprofit fundraising programs.

This partnership situates Double the Donation as the exclusive provider of matching gift services to WBT, replacing the legacy solution managed by HEPdata.

All WBT clients now exclusively have access to Double the Donation’s industry-leading matching gift database and tools.

“Wilson-Bennett Technology has always taken pride in providing our clients with cutting-edge services and technology,” said Rob Schlitts, Division President of WBT. “The phonathon landscape is evolving, and we are continually making changes to meet and exceed our clients’ expectations. The phone still proves to be a vital avenue to generate donors and dollars. We are excited to partner with Double the Donation and know our clients will enjoy the powerful matching gift solution.”

WBT has embedded the Double the Donation search tool into its phonathon systems. Student callers are able to type the name of a donor’s employer directly into Phonathon Connect(C) and instantly receive information about corporate matching gift eligibility, program guidelines, and submission requirements — all while still on the phone.

With Double the Donation, student callers can help identify more donors as match-eligible. A smart auto-complete algorithm dynamically pulls from Double the Donation’s comprehensive database of parent companies, subsidiaries, brands, and spelling variations to maximize the percentage of match eligible donors callers are able to identify.

Wilson Bennett Technology, Inc. announces switch from HEPdata to Double the Donation.

“Building and maintaining our database of companies that offer matching gift programs is really the core of our business at Double the Donation,” said Adam Weinger, President of Double the Donation. “A full-time, onsite team is dedicated to making daily updates to the database so that more than 98 percent of the 15-19 million match-eligible individuals in the US workforce will find their company’s program guidelines in our system.”

The matching gift program guidelines returned by Double the Donation’s database are written for a donor, not for a fundraising professional. Tailored for callers who need to convey complex information quickly and accurately, Double the Donation ensures that callers can easily provide the right information that encourages donors to take the next step and submit their matching gift request.

And, with a single result returned for all relevant search queries, Double the Donation has reduced the number of steps a caller must take to find the right employer and to communicate the necessary information to donors.

Wilson Bennett Technology, Inc. announces switch from HEPdata to Double the Donation.

For more about Wilson Bennett Technology, Inc., visit their website. Learn more about Double the Donation on our website, and explore our tools by attending our daily demo. Or, get caught up with the latest in matching gifts with these additional resources:

iDonate switched matching gift providers from Amply to Double the Donation.

iDonate Reevaluates, Switches from Amply to Double the Donation

Note

Become a Matching Gift Expert! Grab our Free Ultimate Guide to Matching Gifts.

Atlanta, Georgia (June 24, 2018) — Double the Donation is proud to announce a new partnership with iDonate, a fast-growing digital fundraising solution for nonprofits. Together, iDonate and Double the Donation are providing integrated corporate matching gift marketing automation to nonprofits and higher education institutions.

iDonate has enhanced both functionality and customer experience by substituting the previous solution by Amply with 360MatchPro matching gift automation by Double the Donation, the leading provider of matching gift and volunteer grant software to nonprofits and educational institutions.

All of iDonate’s clients who were using the Amply tool have been transitioned over to the enhanced 360MatchPro offering.

“Based on client feedback, we reevaluated the matching gift solutions available from all vendors and invested in transitioning our clients to 360MatchPro’s premium platform,” said Karen Tanker, Director of Customer Success at iDonate. “We’re excited to help our nonprofits better manage their matching gift efforts through the use of 360MatchPro’s industry-leading software. The switch to Double the Donation is a major enhancement that provides more flexibility, enables more automation, and supports iDonate’s philosophy of investing in technology and tools that better engage donors personally and help nonprofit raise more.”

Through 360MatchPro by Double the Donation, organizations can identify more matching gift opportunities, automatically drive those matches to completion, and take further action based on advanced analytics and reporting.

iDonate switched matching gift providers from Amply to Double the Donation.

“We couldn’t be happier to provide advanced corporate matching gift automation tools to iDonate users,” said Adam Weinger, President of Double the Donation. “With more than $4 billion in matching gift revenue left on the table every year, automating the matching gift follow-up process is the key step 360MatchPro makes easy for busy nonprofits and educational institutions.”

At its core, 360MatchPro addresses a key lack of donor awareness about their employer’s corporate philanthropy programs. Donors want to make their support go further, they just aren’t always aware of the tools at their disposal.

iDonate switched matching gift providers from Amply to Double the Donation.

The innovative software solution identifies donors who are eligible for corporate gift matching through domain screening, self-identification, and bulk uploads. Then 360MatchPro helps automatically drive these match opportunities to completion.

iDonate switched matching gift providers from Amply to Double the Donation.

Nonprofits and educational institutions of all sizes can benefit from corporate matching gift revenue, but many simply don’t have the time to incorporate matching gift marketing into their fundraising strategy. Many others dedicate a single team member to following up with all potentially match-eligible donors. 360MatchPro automation takes care of all the necessary follow-up, pushing more matches to completion than organizations could with their available time and resources.

Through the native integration with iDonate, 360MatchPro is more readily available to and affordable for more nonprofits and educational institutions. Users can turn on 360MatchPro functionality directly within the iDonate platform and get up and running with a quick message to the iDonate support team.

Want to know more? Check out iDonate or see what 360MatchPro can do for you by scheduling a private demo. Plus, learn more about matching gifts with these helpful resources:

5 Tips to Making a Difference in Your Community This Summer

Memorial Day marked the unofficial start of summer. While most of us equate summer with pleasure and relaxation, many others look at summer with a sense of dread. If you are financially strapped, summer means no access to subsidized meals for your children and childcare headaches as they are home from school.

Summer is also a stressful time for nonprofits. Need is high and donations are typically low. The good news is that summer is actually a great time to get involved with your favorite local charity. With businesses in summer mode, kids home from school and retired people itching to get out and enjoy the season, summer offers plenty of opportunities to do fulfilling acts of charity and still have time to laze away in the hammock.

Here are some helpful tips to get you started in what may be your most fulfilling summer ever:

  1. Identify local need. Helping to build up your own local community is extra fulfilling because you can witness the impact of your efforts first hand. Think about what cause moves you most. If reading is your passion, speak to your local Boys and Girls Club to see how you can impact young readers. Perhaps you can hold a book drive or establish a reading competition complete with charts and prizes! Or the charity may tell you the need is actually for school supplies so local kids have the tools to succeed in school. Whatever you choose, when you identify a charity you wish to support, be sure that it’s a worthy and legitimate organization by checking it out on a site like charitynavigator.org.
  2. Get kids, family and friends involved. You’ve made the decision to help, why not increase your impact exponentially by asking friends and family to join your cause. As mentioned above, kids are home and looking for something do and it’s never too early to teach a lesson of compassion and community. And, don’t forget the seniors. They are often overlooked but they can be amazing sources of ideas, enthusiasm and support – consider them your secret weapon!
  3. Bring your skills to the table. You can make an even bigger difference when you capitalize on your unique abilities. If you dabble in photography, why not offer to take photos at the next food pantry event to submit to your local paper, share online or add to their website. If you are great at planning parties, why not use your powers for good and organize a fundraising party for your favorite charity? If you are a runner, plan a neighborhood fun run and collect canned goods as an entry fee. You’ll find the more of yourself you put into your effort the more rewarding it will be.
  4. Virtual volunteering is a thing. When we think of volunteering we often envision lifting boxes, painting a room or building a swing set. But, the reality is that we are all busier than ever and working on-site at a charity event may just not work for us. Remember that virtual volunteering is a wonderful way to lend needed support to charity. From helping with website design, making phone calls or running an online fundraising or shopping event, don’t underestimate the impact you can make in your community right from your couch. You can even tap into your social networks and use social media for good when you run an online charity event made for social sharing with YouGiveGoods.com, an online giving platform that enables you to raise most-needed goods for any charity.
  5. Start small. The issues and problems that cause people (and animals!) distress run deep and won’t be eradicated any time soon. But every effort, no matter how small, makes a difference. Set reasonable goals for yourself, don’t shoot for the stars from the start. Learn and grow from your efforts and plan for each charitable outing to be bigger and better than the last.

Sure, summertime relaxing is good for you but helping others is also proven to be good for the mind, body, and soul. So take the plunge this summer and make it memorable by adding philanthropy into your plan.

 

Lisa Tomasi is the founder and president of YouGiveGoods, an innovative giving platform founded in 2012. Lisa has been involved in philanthropy ever since she was aided by the American Red Cross following the devastating 1989 San Francisco earthquake.  YouGiveGoods giving events enable individuals, companies, schools and groups to make a tangible impact in local communities by getting new, needed goods to charities. When not working with the amazing YouGiveGoods team, Lisa is at her other full-time job – raising four daughters with her husband, Paul.

5 Must-Know Ways to Get More from Luminate Online Today

Did you know that 360MatchPro can be integrated into your Luminate Online pages? Check out our integration guide!

Luminate Online Marketing is a comprehensive online fundraising and marketing solution that can equip your nonprofit with the tools to better understand and engage supporters as well as enhance your online fundraising performance.

As you likely already know, Luminate can help organizations like yours do a lot. But when you know how to maximize your Luminate experience, you’ll be able to get even more out of this expansive platform—and you’ll have the fundraising results to show for it.

In this post, we’ll walk through 5 steps to get the most out of your Luminate Online platform:

  1. Start with a clear plan for using Luminate Online.
  2. Clean up and migrate your data effectively.
  3. Take advantage of Luminate add-ons.
  4. Customize your Luminate Online platform.
  5. Thoroughly train your staff on Luminate Online.

With our help, you’ll be a Luminate Online expert in no time!

1. Start with a clear plan for using Luminate Online.

Before you can get started with using Luminate, you need to know exactly what you want this software to do for your nonprofit.

Because Luminate is so multifaceted, your nonprofit must develop a plan for how the platform will support your goals specifically. This plan will not only give you a starting point for using Luminate, but it will also provide a clear direction for any customizations or integrations that you’ll require.

To devise your Luminate Online fundraising strategy, get together with your nonprofit team to answer the following questions:

  • What are our fundraising goals? In addition to an overarching monetary goal, your organization should also set secondary fundraising goals for each quarter, specific campaigns, or fundraising events.
  • What online fundraising tools will help us meet our goals? Do you need customizable online donation or event registration forms? What about more specific giving channels, such as eCommerce stores, peer-to-peer fundraising, or mobile giving? (Hint: you may need to integrate solutions to build your ideal platform.
  • What aspects of our current strategy have worked in the past? Which need to be revisited? Generate reports on your most recent campaigns to analyze where you’ve fallen short and where you’ve exceeded expectations. Then, determine which Luminate Online features you’ll use to enhance (or refocus) your existing fundraising strategy.

If you have a general idea of your fundraising goals but aren’t sure where or how Luminate can fit in, consider seeking the help of a specialized nonprofit technology consultant.

A consulting firm with experience helping nonprofits utilize Blackbaud products (particularly Luminate) can provide the insight you need to map out a strategic plan for your new software.

Plus, your nonprofit tech consultant can help bring that plan to fruition by helping you customize, develop, and implement Luminate to meet your unique needs.

2. Clean up and migrate your data effectively.

Data is at the core of nonprofit organizations.

Think about it: without accurate, complete sets of data, it’s almost impossible to understand your supporters and design engagement and fundraising strategies that respond to their lifestyles, preferences, and goals as a part of your organization.

With that in mind, your organization should take the Luminate Online data migration process very seriously.

As you transfer constituent information from your existing fundraising software or CRM to Luminate Online, you’ll inevitably run the risk of losing or damaging data. To mitigate that risk, there are a few considerations to keep in mind prior to the data migration process:

  • Work with a data migration specialist. Especially for larger organizations with massive stores of donor information, the data transfer process can be complex. By working with a nonprofit tech consultant who focuses on data migration, you’ll alleviate some of the stress associated with migrating data.
  • Clean your database beforehand. Transferring messy data (such as outdated information, duplicate profiles, or lapsed donor data) will only set you up for more work going forward. You should go through your data with a fine-toothed comb before migrating any profiles to your new Luminate system.
  • Establish data entry best practices. When multiple staff members are responsible for inputting data, there’s always a chance that their practices will differ, leading to a greater chance of inconsistencies and errors. Combat that by creating a well documented data entry standard and training staff on your current best practices.

When your data is neat and well organized, you’ll easily be able to use it to inform your fundraising strategies. And after all, what good is data that you can’t use?

3. Take advantage of Luminate add-ons.

Luminate Online is highly versatile on its own, but you still may find that you need more specialized online fundraising features than what the base product provides.

If that sounds like your nonprofit, you’re in luck! Luminate Online offers helpful add-ons to expand the core product and give organizations like yours exactly the tools they need for fundraising success.

If you’re a veteran Blackbaud user, you may already be familiar with these add-ons, but let’s recap what the tools can do:

  • Luminate Advocacy was designed for nonprofits with grassroots fundraising initiatives in mind. With this add-on, you’ll have access to tools such as the letter-to-the-editor generator, integrated vote data, and personalized action centers for your supporters.
  • TeamRaiser is Blackbaud’s powerful peer-to-peer fundraising platform. With tools to help you plan your peer-to-peer event, communicate with supporters, and personalize your fundraising pages, TeamRaiser can connect with Luminate or be used on its own.
  • Luminate Content Management System offers a fully integrated web design and content manager for nonprofits using Luminate. With Luminate CMS, you’ll be able to holistically manage your web presence alongside your other online fundraising efforts.

Because these add-ons were built to work seamlessly with the Luminate Online system, you won’t have to worry about cumbersome integrations or headache-inducing data migrations. The platforms will naturally sync up to your existing Luminate platform and extend its functionality without any extra work on your end.

Bonus: Like the rest of your Luminate system, you can customize your add-ons to develop a personalized fundraising experience. Learn how to get started with TeamRaiser configurations by reading this resource from DNL OmniMedia!

4. Customize your Luminate Online platform.

Established nonprofits need unique solutions to meet their digital fundraising and marketing needs. Enter Luminate Online!

One of the greatest perks of the Luminate platform is that it can be customized to meet your organization’s needs in a truly unique way. Essentially, there are two paths through which your nonprofit can adjust your software:

  • Configurations, i.e., developing a custom solution by making adjustments in the backend of Luminate Online.
  • Integrations, i.e., combining your Luminate Online system with other Blackbaud solutions or third-party platforms.

You’ll likely need to implement both types of customizations to develop the most well-rounded solution.

But before you get started shopping for new software to pair with Luminate or making changes in the software, you should make sure your nonprofit can answer these important questions about how you’ll handle the customization process:

  • What configurations or integrations will you implement? Common integrations include nonprofit CRMs and dedicated fundraising software, but you’ll need to assess your own organization’s specific needs to determine what customizations are most important to achieving your fundraising goals.
  • Who will take the lead on customizing Luminate? For both configurations and complex integrations, you’ll need the help of either a robust IT department or an experienced nonprofit tech consultant.
  • Can your budget accommodate the customizations? Not only will you need to purchase any external software you want to integrate with Luminate, but you’ll need to ensure you can afford a web developer or technology consultant to help manage the process.

Once you’ve adapted your software accordingly, your nonprofit will be left with a totally one-of-a-kind software solution that was built to meet your needs and help you achieve greater success than ever before.

5. Thoroughly train your staff on Luminate Online.

Some lightweight online fundraising solutions are easy to find your way around with little-to-no guidance; generally speaking, Luminate is not that software.

While Luminate Online is certainly user-friendly, your organization will almost definitely need some assistance when you implement the platform and begin to use it for the first time.

Look at it this way—with software that can do so much, wouldn’t you feel more comfortable knowing every member of your staff is well-versed in how to make the most of it?

Luckily, training doesn’t have to be a guessing game. There are a variety of resources at your nonprofit’s disposal to learn everything you need to know about using Luminate:

  • Blackbaud training. Blackbaud offers specific training courses to help nonprofits of all skill levels understand and implement their products. By subscribing to Blackbaud Learn, your organization can gain access to on-demand training videos and online classes.
  • Online community and support. For one-off questions or implementation help, you can crowdsource support through the Blackbaud community forums. Or, seek help from Blackbaud’s team of experts via their online support chat.
  • Nonprofit tech consultants. If you’re in need of comprehensive training to get up and running on Luminate, your nonprofit would likely benefit from working with a nonprofit tech consultant who can train your staff on any and all areas of the Luminate system.

Without some form of training and expert counsel, your nonprofit won’t know the extent to which Luminate can impact your fundraising strategy—and you won’t be able to reap all the benefits!

Luminate Online is a powerful tool for your nonprofit (if you know how to get the most out of it).

With these tips, your team should be well-prepared to implement Luminate and propel your organization to total success. Now it’s time to start fundraising like never before!

Author Bio

Carl co-founded DNL OmniMedia in 2006 and has grown the team to accommodate clients with on-going web development projects. Together, DNL OmniMedia has worked with over 100 organizations to assist them with accomplishing their online goals. As Managing Director of DNL OmniMedia, Carl works with nonprofits and their technology to foster fundraising, create awareness, cure disease, and solve social issues.