Grassroots and Events

8 Great Ways to Stay in Touch with Your Donors

Donor cultivation is part art, part science. At its most basic, donor cultivation (and prospect cultivation, for that matter), centers on communication: staying in touch with your donors and prospects to build a relationship of trust and mutual interest.

Big gifts, small gifts, recurring gifts, bequests… they rarely just “happen.” Most are the result of an ongoing process of cultivation and dialogue. Here, in no particular order, are eight great ways for your non-profit to stay in touch with your donors through the course of the year. For best results, mix and match based on your non-profit’s unique needs and goals.

1. E-Mail Newsletters
E-mail newsletters are cheap, fast, and non-intrusive, making them one of the best ways to stay in touch with your donor base and prospect pool. How often should you send them? At a minimum, quarterly. Once per week is probably the most you can send before they start to wear thin on the recipients.

2. Snail Mail Newsletters, Letters, and Magazines
These are more expensive than e-mail newsletters, but often seem more “real” to your donors. If you are a small non-profit, start by sending update letters to your list twice annually. As you grow, you can add newsletters, and eventually even a magazine to your repertoire.

3. Your Website
Think of your organization’s website as a constantly updated and evolving brochure for your non-profit. Keep it updated and engaging, so that donors will want to check it frequently to see how you are using their gifts for maximum impact.

4. Social Media
Twitter, Facebook, LinkedIn, and other social networking sites can provide a vital space for two-way dialogue with your donors. Get online and get active in the social media spaces where your donors and target prospects congregate.

5. Cultivation Events
Non-ask events (where you don’t ask for money directly) can be a great way to build your reputation and get new people involved in your efforts. Put together a great host committee and task them with getting “new blood” through the door to hear about your efforts. You can also use these events to keep your current donors engaged and connected with your organization.

6. Public Relations / PR
You may not think of PR as a strategy for communicating with your donors and prospects, but it is. Donors love to open up the paper and unexpectedly find a story about a non-profit they have been supporting. You can also use press clips as a way to validate your work to donors and prospects.

7. Phone Calls
Have you called your donors just to say “thanks?” This strategy doesn’t work for all demographics, but for many donors, receiving a call from a board member or staff person, who gives them a quick update and says, “it’s all thanks to you… thank you for your support!” is a real motivator. Can your organization run a “thank-a-thon” to make these calls once per year?

8. In-Person Visits
Once the exclusive purview of large universities and hospitals, in-person visits to major (and even mid-level donors) are now successfully employed by many diverse non-profit organizations. This is the most personal and intimate of all cultivation methods, and requires a well-trained staff.
What methods are you using to cultivate your donors and prospects? All, none, or a mix of the above? Are there any methods you are successfully using that we haven’t listed here?


Joe Garecht is the founder of The Fundraising Authority, which provides free articles and how-to information on fundraising for small and medium-sized non-profits.

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Staffing Your Events

I’m going to make it a priority that every event I run includes a junior staffer that can answer the door, take coats, pass out nametags, and watch for overall event logistics. These tasks are essential to the proper welcoming of every guest, but it can take a significant period of time at each event. If an event starts at 6 pm, I find guests won’t often arrive until 6:45, right about the time the program is about to begin. After the program is finished, a slow trickle of guests starts to flow out the door. I have always enjoyed greeting guests as they arrive and taking a few minutes to say hello and making sure they feel welcome.

But staying by the door means my conversations can only last so long. As you well know, there are a lot of important conversations and interactions that happen at these kinds of events. Often we will come into an event wanting to have a couple of specific conversations with guests and this is really hard to do if you are coordinating event logistics.

Including a junior staffer provides you a number of additional advantages. This staff member can remind volunteers and individuals participating in the program of any last minute changes. Sometimes there are components of the takeaway packet that this individual can help put together. They can also be great for snapping some photos.

What techniques do you use on the day of the event? Another approach I’ve used if there are a handful of staff at an event is to take turns being assigned to the door or working on a component of event logistics.

Related posts:

  1. Volunteer, Staff, to Guest Ratios
  2. Intentionally Connecting With Your Guests
  3. Eyes on the Party
  4. A Few Event Rules
  5. Question: Who Asks for Money?


Volunteer, Staff, to Guest Ratios

Events work their very best when they bring distant people closer to your organization. This is a bit different with recognition events, as their sole purpose is to acknowledge those donors who are present. The traditional cultivation event is meant to introduce people to your organization or pull an existing relationship closer. Regardless of how you look at events, events are always about the guests.

Events can be a lot of fun and are often a focal point of activity for any organization. It is a good practice to make sure that every volunteer or staff member at an event has a specific purpose. When you start running regular events and everyone starts talking about having a good time and how fun the event was, many volunteers will want to start attending just to be at the next event. If you are not careful you will find you have as many volunteers as you do guests.

One good technique you can use is to let your board know that only board members who have prospects attending an event can attend. You don’t want the place of a new prospect to be taken by someone internal to the organization. This technique also encourages volunteers to invite their friends and to connect new people to the organization.

Related posts:

  1. A Few Event Rules
  2. Staffing Your Events
  3. Intentionally Connecting With Your Guests
  4. Will You Be My Volunteer?
  5. Party with your Host’s Friends


Intentionally Connecting With Your Guests

At your events, the most important thing you can do is connect with your guests. Attendees come to the event from many different places, some are already close to the organizations, some are just trying it out for the first time, and then there is everyone in between. I find it really easy to get lost in a good conversation and then miss an opportunity to meet someone new or connect in a deeper way with a guest still learning more about the organization.

Especially when you have an event that is well attended, it is important that staff and key volunteers can come into an event with a couple of assignments. Assign two or three names of guests to each internal attendee before the event. It’s a good idea to do a little bit of research beforehand that will help staff get a conversation started. Let them know the names of the people you want them to connect with and give them a little fact about those guests such as where they work or if they are a part of rotary. Sometimes those little facts are a great way to start a conversation.

This way you can focus on a couple of key actions yourself and you know that every guest will be taken care of. Circle back with each internal player after the event and ask them how their conversations were. This reinforces the value of the internal individual as well as allowing you to capture some valuable information on the attendees after the event. If your guests receive a take-away packet or are considering making a gift, you now have a person who can naturally follow up with them.

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  1. Staffing Your Events
  2. Party with your Host’s Friends
  3. A Few Event Rules
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Party with your Host’s Friends

A house party is a great way to cultivate a group of donor prospects in an informal and intimate way. Each house party is different and will be unique to the hosts of the event and will change from house to house. At some parties, the host only expects to open up his or her home and the organization’s role is to invite the guests. Other parties will be focused specifically on the friends of the host family. And most parties will fall somewhere in the middle with some friends of the host and a handful of friends of the organization.

You will be the most successful if your host takes an active role in inviting his friends and contacts to the event. House parties can be a great opportunity for a donor to introduce friends to an organization that they strongly support and believe in. Guests feel more interested when they have a personal connection; it gives them a feeling of being a part of the “in crowd.” An environment like this also helps guests to feel more comfortable and be open about what their real interest level is in the organization. If your host invites his friends, there is a good chance you will be able to bring some people closer to the organization that you would never have been given an opportunity to meet.

As you are planning the event and working with your host, have an open conversation as to whether they would be interested in inviting their friends to the event. Make invitations and planning as easy as you can for your host. You may have to find a couple of different polite ways to ask for potential guest names from your host.

Related posts:

  1. A Few Event Rules
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  4. Intentionally Connecting With Your Guests
  5. Volunteer, Staff, to Guest Ratios


Building Your Event Menu

My boss knows her food and has provided me a number of tips that have helped me as I’ve developed menus for my events. Here is a checklist I go through when ordering food. This has helped keep the food at our events diverse and relevant to a large group of people.

  • Have both vegetarian and non-vegetarian dishes.
  • Chicken is a great option, but make sure every dish is not chicken.
  • Don’t let all your vegetarian options be only cheese options. Often the standard vegetarian dish is a meat dish with cheese replacing the meat.
  • The standard vegan dish is often grilled vegetables.
  • Make sure to have something for your vegan guests. Grilled vegetables are a great fallback if you cannot come up with other options.
  • Try and have both healthy and unhealthy options. For example, don’t only have greasy fried foods, but also have some fruit and other options. Also, try to make your healthy options more exciting than just fruit or vegetables a la carte.
  • Think about the colors and textures of all of your dishes. Are you going to have 3 dips that are all the same color? Do you have all red food? Try to mix it up.
  • Serving something on a cracker can make a great appetizer, but don’t let all your appetizers be different things on crackers or bread. Add some satays or dips.

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Clarity of Message

Last week I wrote a post, Email Rules to Live By, covering the legal specifics of mass email. I wanted to say a few words about best practices that go beyond an organization’s legal responsibility.

Be clear and transparent about how you intend to use donor information. If you tell a donor you will use their email one way and then use it a different way it will damage that relationship. If you send out mass emails using email lists that you have purchased or rented, be aware of how those emails are received in the mind of the individuals and/or organizations receiving them. If you purchase a list, find a way to make your message applicable to the individuals that are receiving it. For example I’ve sent mailings to local chamber of commerce lists. Address these organizations as members of your Chamber of Commerce and you’ll get a much better response rate.

Email solicitations can be one of the most effective ways to find and engage new donors. However, make sure you are aware of what message you are sending. If you send a lot of unsolicited emails, you should run the names and emails through your database so you know if you’re emailing the same person twice or if they have asked to be removed from your mailing list. Email communications and social media communications is about building trust. When this trust is electronic, it can be very easily damaged or lost, so be careful about what you say to large groups of people. Don’t try to trick them into giving or attending an event, or even simply opening your email.

Does anyone have any success or failure stories they’d like to share? I’d love to hear how your organization is managing or mismanaging email to help us all continue to do a better job.

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Email Rules to Live By

Many fundraisers are fuzzy on the rules of email solicitations. Nonprofits seem to receive a little grace with people regarding how we use and reuse our email lists. But that doesn’t mean we shouldn’t know the rules. By following the rules, you can make sure that your email blasts do not start to become SPAM and that you can build trust and accountability with your donors.

The law governing mass emailing is often referred to as CAN-SPAM Act of 2003. This act regulates legal use of unsolicited email. Although this law was written for businesses, it does apply to nonprofit organizations. The Federal Trade Commission does not have jurisdiction over individual nonprofits, but the state attorney general and individual Internet Service Providers (ISP) can enforce the law. Fines can be levied that are as high as $16,000 per individual illegal email sent. Local ISP’s have a vested interest in enforcing this law as they can be liable if their clients break them. Here are a few key points:

  • The spirit of the law intends for all email to be clear about what its purpose is and from whom it is coming.
  • Email should come from a legitimate and active email address. Each recipient should be able to reply to a clearly identified sender or organization email that is visible and identifiable in the “From” section of the email.
  • The body of the unsolicited message should have a physical mailing address for your organization.
  • The subject line of the email should be clear about the content of the body of the email. There is a lot of wiggle room. However, if your email is an advisement, it must be identified as such.
  • There must be a method for an individual to opt-out of future emails. Their request must be granted within 10 days and they must remain off your mailing list for a minimum of 30 days (I would recommend you take them off your list permanently unless they otherwise designate).
  • This law applies to more than just bulk email: “any electronic mail message the primary purpose of which is the commercial advertisement or promotion of a commercial product or service.”
  • If you hire another company to handle your mass emails, you are still liable.

For more information on the law check out these articles:

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Tracking More Than A Name

We have just reached a point in our campaign where there is a need to be more meticulous about how donor prospects are tracked. Currently, we have a number of committees all working simultaneously with multiple prospect lists. The more events and prospecting sessions we have, the more difficult it becomes to track information and keep it consistent.

It is important when tracking donors to record past and current actions/status instead of solely prospect names. Knowing where a donor is in the pipeline of cultivation is essential, especially when working with a group or team of people. This is the only way to ensure that no one is dropping the ball and that everyone is staying on the same page with the donor.

Using a database is extremely valuable because you can both change information in one place and pull reports to answer your changing questions. In this way I can update actions and keep track of events without having to keep the information in several different locations. What information do you track and review on a regular bases when discussing donors?

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Informing Your Volunteers

This would have gone well with my Event Invitation Mistakes post a few weeks ago but I didn’t make this mistake until recently. We have had a number of formal prospecting sessions and I have informally added a number of casually mentioned names. Recently I sent out invitations to our prospect list. At my next volunteer committee meeting one of the members asked me if I let each board member know when I invited their connections.

In the back of my mind, I had thought once a name had been mentioned I had the freedom to prospect and invite them as much as I wanted. That is not the perspective of the donor or volunteer. These prospects are often close friends and colleagues and it should be standard practice to let our volunteers know when their connections might be receiving an invitation.

Because I made the mistake of not letting our volunteers know, I missed out on a number of opportunities for cultivation. By letting the volunteer know it provides an opportunity for them to connect with the prospect. Your volunteer can encourage them to attend the event in a more personal way, which would improve the likelihood of their attendance. If you are cultivating the prospect for a gift, letting your volunteer know provides another opportunity for your volunteer strengthen the prospects relationship with the nonprofit.

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