Register for Collaborative by Classy, May 15 & 16 in Chicago!

Keys to Success in Mental Health Fundraising: 13 Event Ideas

The world is discussing mental health more each year. We’re here to explore ways to keep this conversation going through meaningful fundraising events.

Consider this your all-encompassing guide to building donor engagement through impactful fundraising initiatives and advocacy for mental health awareness.

The Modern Mental Health Crisis

Mental health is for everyone. It encompasses emotional, psychological, and social well-being and influences our thoughts, feelings, and actions.

Various factors can compromise your mental health, resulting in symptoms such as anxiety, depression, fatigue, stress, addiction, and disassociation. In fact, the National Alliance on Mental Illness found that 1 in 5 U.S. adults experience mental health conditions each year, and 75% of all lifetime mental illnesses begin by age 24.

These mental and behavioral health challenges impact people profoundly, changing how many live their everyday lives. For example, regardless of industry or seniority level, 59% of employees experience work-related stress, which can affect their ability to perform their designated tasks. Additionally, the national rate of adults experiencing suicidal ideation has also increased yearly since 2011-2012.

Many mental health resources, suicide prevention education, and mental health charities exist to embrace people who need peer support as they experience the stigma, insecurity, and confusion that come with mental health issues. Yet, over 28 million individuals experiencing mental illness go untreated.

The world needs your mental health services and support. It’s a matter of establishing that critical awareness and changing lives.

How to Stand Apart in Mental Health Fundraising

The number of mental health screening, mental health care, and mental health awareness nonprofits across the globe is incredibly encouraging for society—and a consideration when determining how to stand apart.

We want to help you make your nonprofit’s name known and offer creative ways to make your work more accessible and engaging to the masses.

How do you engage donors thoughtfully to spread awareness?

  • Show authenticity: Those facing mental health challenges or who want to support others experiencing its impact actively look for organizations they can connect with and trust. Donors feel the difference between a fundraising pitch and an authentic mission they want to support.
  • Make fundraising goals highly relevant: After a tragedy, difficult time, or sudden change that impacts a broad group of people, communities often respond quickly. Think about timely fundraising opportunities in these moments or during mental health awareness month.
  • Take your fundraisers online: Online fundraising events can be more convenient and accessible to donors. Use in-person, digital, and hybrid fundraising events to create the right atmosphere for all potential mental health supporters.
  • Educate supporters: Just as the statistics at the top of this article might have caught your attention, learning about the true impact of mental health challenges on the lives of others can help keep them motivated.
  • Model inclusivity: Knowing that mental health impacts everyone in different ways, sparked by various situations, it’s essential to showcase how your organization supports anyone who needs it by demonstrating diversity.
  • Provide resources: When there’s a clear pathway for supporters to spread awareness, they’re more likely to recruit their family members and communities to act. One great way to do this is through fact sheets or quotes on social media posts that people can save and reshare from the platforms they use most.

Why are events effective for mental health awareness?

Mental wellness is all about connections. Classy’s The State of Modern Philanthropy report revealed that awareness events foster meaningful relationships and boost cause awareness, donor acquisition, conversion, and retention.

Our report found tremendous year-over-year donation volume growth for events and the highest conversion rate of all fundraising campaign types.

Donors want to feel connected to the nonprofits they support. Hosting mental health events is an avenue to build that initial connection and awareness with new donors and remind existing supporters why their contributions matter.

How do you host a mental health event?

Your mental health events can be as simple or sophisticated as your organization or audience prefers. Here’s a four-step formula to start with, and add new steps based on your chosen idea.

Make a Plan

  • Determine a date: Choose a suitable date that maximizes potential attendee availability and consider critical timing, such as Mental Health Awareness Month.
  • Select a theme: Decide on a theme that resonates with your mission and appeals to your target audience. Themes can be broad, like “Wellness for Everyone,” or specific, like “Overcoming Anxiety Together.”
  • Set goals: Establish clear, measurable goals for attendance, fundraising, and engagement to guide your event planning and execution.
  • Identify audience value: Understand what will drive your audience to attend and participate in your event. Consider what they gain, such as education, community, or support.

Organize a List of Tasks

  • Create a task list: Divide the event into manageable tasks such as venue booking, speaker engagements, marketing, and technical setup.
  • Set milestones: Identify key milestones within your planning timeline, such as finalizing the event program, opening registration, and completing the first round of attendee outreach.
  • Develop a timeline: Construct a detailed timeline that aligns with your milestones and ensures each task gets completed on schedule.

Recruit Support

  • Involve your internal teams: Engage with various departments within your organization, such as marketing, finance, and operations, to leverage their skills and resources.
  • Engage volunteers: Recruit and train volunteers to help with various aspects of the event, from preparation to day-of-event activities.
  • Define roles and responsibilities: Clearly define the roles and responsibilities for all team members and volunteers to ensure everyone knows their tasks and how to execute them effectively.

Showcase Your Values

  • Integrate core values: Ensure that every element of your event reflects your organization’s core values. This could be through the content provided, the inclusivity of the event, and the overall atmosphere.
  • Communicate your strategy: Reinforce your organization’s mission and values using consistent and clear messaging across all promotional materials and during the event.
  • Implement feedback and adjustments: Be open to feedback from participants and team members during the event planning and execution phases to make the necessary adjustments that align with your values.

13 Mental Health Event Ideas

1. Storytelling Livestream Series

An incredible way to validate individuals’ experiences is to share real stories about others who have gone through it. Host a storytelling series and livestream it to an audience of registered attendees. Then, gather stories from community members, your staff, or those impacted by your organization’s work to share tips for coping with various situations in a judgment-free environment.

With Classy Live, you can host online and hybrid livestreams. Our fundraising event software provides tools for real-time interaction, donation tracking, and audience participation analytics. Check out all the features and possibilities.

Discover What’s Possible with Classy Live

2. Mindfulness Meetups

Get people together for a live mindfulness event. Bring in a mental health professional or provider to talk on a specific topic, and consider auctioning off a few helpful mental health resources the professional recommends. Attract people looking to connect over similar situations and gain access to a resource they might not otherwise find. Then, choose an exciting location nearby to make the event comfortable and inviting for anyone looking to learn more.

3. Burnout Prevention Sessions

Work-life balance and boundary setting are prominent challenges across organizations. These topics are often even harder to discuss with leadership. Help corporations or large businesses advocate for workplace mental health by opening this line of communication and hosting a joint burnout prevention session.

Share stress-reduction tips, screening tools, and helpful apps to empower workers to check in with themselves. After the session, offer an easy way for anyone particularly moved to set up a personalized peer-to-peer fundraising page and raise money on your behalf.

4. Get-Outside Challenges

Getting outside is one way to support anyone’s mental health and is a nice sentiment to share with your supporters. Host a virtual challenge to walk, bike, swim, run, or hike a mile in a beautiful setting and invite participants from everywhere to join. Then, encourage supporters to raise funds through a peer-to-peer campaign leading up to it.

Consider ways to incorporate symbolism into your event, like walking 2,000 steps to represent the number of young adults and adolescents your organization supports with free therapy services. Lastly, make it easy and exciting to share online by using various natural settings in people’s feeds and showcasing that no one is alone.

5. Breathwork Workshops

Many people are intimidated by the idea of breathwork, so help them test it out in an educational workshop. You can offer free registration for your event or webinar by asking them to contribute what they can.

Consider including a QR code on the event’s donation site, at a water bottle station near the event’s entrance, or in other places that prompt people to give as they enjoy the experience.

6. Pop-Up Snack Bars

Head to a populated area in your community and grab some volunteer staff, exciting recipes, and powerful blenders to demonstrate the power of tasty, balanced nutrition on mental well-being.

Sell homemade muffins, hot coffee, and delicious smoothies. Place your logo on these to gain even more awareness as people post about the pleasant surprise online. Adding a QR code on napkins or cups is another opportunity to raise more.

7. Random Acts of Kindness Challenges

There’s no denying the feeling you get when someone does something nice for you without any expectations. Equally fulfilling is when someone does something to make someone’s day they didn’t expect.

Start random acts of kindness challenges with your supporters and communities to build awareness around your work. Take it to social media and ask people to film their kind acts in real-time or their reactions to surprising someone else and challenging others to do the same.

Just remember to create a memorable hashtag for your challenge associated with your organization’s name to draw traffic back to your social media accounts, where a donation page link awaits.

8. Mirror Reminders

Sticking a quote or personal intention on a mirror or somewhere you see yourself daily has become popular. For example, in Kendall Jenner’s viral interview on Jay Shetty’s podcast, “On Purpose,” she shared her method of placing a younger picture of herself on her mirror to remember the importance of talking to herself and her inner child with care.

You can help others take the same self-care approach by creating a sticker or reminder for them to place in a special location. Then, sell the stickers for a low cost or as an add-on to any donations made with a thoughtful note to explain the significance.

9. Mental Health Advocates

Become affiliated with mental advocates and influencers across TikTok or Instagram, where you can reach more people daily. After all, people are more open to following voices in the mental health arena when they share experiences with those individuals.

Have them speak to the work your organization does or help promote one of your virtual fundraising events. That way, you broaden your reach globally through a relatable lens.

Here are a few mental health micro-influencers to consider for a creative partnership on TikTok:

10. Gratitude-Letter-Writing Events

They say feeling gratitude can outweigh feeling anxiety. Why not apply that theory to spread good energy among your community?

Send supporters a gratitude-letter-writing kit with stickers, pens, branded stationery, and envelopes for every donation over a specific period.

Encourage writing gratitude and showcasing the feeling to someone to improve the mental health of a donor and the recipient of their letter. This is a great incentive to donate and build awareness for those needing it most.

11. Yoga and Meditation Retreat

Organize a rejuvenating yoga and meditation retreat to promote mental wellness and mindfulness. This day-long event should cater to participants of all experience levels, offering a serene and supportive environment to explore the benefits of yoga and meditation in mental health.

Structure the retreat around multiple yoga sessions, guided meditations, and mindfulness workshops. Start with gentle yoga to accommodate beginners and gradually move to more focused sessions incorporating Hatha, Vinyasa, or restorative yoga.

Meditation sessions could include guided imagery, breath-focused practices, and silent meditation to help participants explore different techniques.

Offer a registration fee with options for additional donations. Also, consider creating a special retreat-themed merchandise line, including yoga mats, water bottles, and apparel, with proceeds supporting mental health initiatives.

12. Mental Health Film or Music Festival

Host a mental health film festival to showcase documentaries and feature films that delve into various aspects of mental health. Hold the event over a weekend to allow for a series of screenings, panel discussions, and Q&A sessions with filmmakers, mental health professionals, and individuals who have personal experiences with mental health challenges.

Sell tickets with options for additional donations and consider partnering with local businesses for sponsorships to increase funding potential. Bringing together filmmakers, professionals, and the community lets you create a meaningful experience that resonates with audiences and supports your mental health initiatives.

One of our customers, To Write Love on Her Arms, is hosting a Hangout Music Festival in May to recognize Mental Health Awareness Month. The nonprofit makes mental health topics more approachable and conversation-friendly by surrounding them with the beach, fun, sun, and music.

13. Art Therapy Sessions

Organize art therapy sessions as a unique and creative fundraising event that allows participants to explore their emotions through art. This event caters to individuals of all ages and provides a therapeutic outlet for expressing feelings without words.

Activities could include painting, drawing, sculpturing, or collage-making—anything to help participants discover new ways to cope with stress and mental health challenges in a supportive, nonjudgmental environment.

Create tickets for entry to the event, with all proceeds supporting your mental health programs. Additionally, offer attendees the option to donate their artwork for auction at the end of the event or purchase additional art supplies to further contribute to the cause.

Bring Your Mental Health Event to Life

Customize any of these mental health event fundraising ideas to align with your organization’s mission. Just be sure to focus on what matters, using fundraising event software that works seamlessly in the background and provides donors with the most straightforward experience.

Nonprofits of all sizes can deploy customized strategies on Classy’s fundraising platform. We have the technology to support you as you craft your virtual and hybrid event experiences or add modern flair to your in-person events.

Copy Editor: Ayanna Julien

Defining Your Nonprofit’s Approach to Data Curation

This blog was written in collaboration with Alexandra Wilson, Manager of Business Intelligence at Classy, and Austin McKinley, Senior Customer Lifecycle Manager at Classy.

Continuing Classy’s exploration of data’s significance in nonprofit fundraising, let’s recap what we’ve covered. Our initial post on the modern data stack highlighted prevalent challenges, including siloed systems, data quality issues, and data integration gaps. We delved into the transformative impact of modern data architecture on nonprofit operations, empowering them with advanced data management, analytics, and decision-making tools.

We then drilled into the meaning of implementing a buy vs. build approach and highlighted how the right data toolkit can save time, lower overhead, and mobilize fundraising efforts. Most recently, we explored how organizations must unite disparate business systems by establishing a single source of truth to harness the full power of donor data.

In this post, we’ll explore the benefits of data curation practices and how they add value and enhance data utility within an organization. We’ll focus on the data lifecycle and the process of transforming raw datasets into curated, digestible, and actionable reporting.

How Does Data Management Impact My Nonprofit’s Work?

In the modern nonprofit ecosystem, there’s no shortage of tools boasting data-driven approaches, self-service capabilities, and machine-learning algorithms. These tools range from web-tracking solutions for monitoring donor engagement to A/B testing platforms for refining fundraising campaigns to in-product messaging for boosting donor participation.

Yet, as we identified earlier in this content series, one of nonprofit organizations’ biggest challenges is unifying and connecting the dots between disparate data sources. While individual tools may provide valuable insights within their respective domains, a lack of integration or data curation activities can result in a fragmented or incomplete view of the donor landscape.

At Classy, we understand that data management is vital to advancing your nonprofit’s mission.  Let’s explore the benefits of the data curation process and its practical applications to elevating your mission so you can confidently transform a donor data repository into powerful insights that drive innovation, enhance fundraising efforts, and increase overall impact.

5 Steps in the Data Curation Process

Data curation goes beyond joining data sources—it’s the foundation your organization sets forth from the initial collection and integration to the maintenance and updating of data. Not only does it streamline data access, but it empowers users to self-serve and become independent data analysts.

So, what does the data curation process look like?

The stages of data curation graphic

1. Collection and Validation

Collecting and validating donor data is arguably the most crucial step in data curation. This step ensures you avoid the principle of “bad data in, bad data out.” Key aspects of this process include setting up donor data collection procedures, ensuring campaign features are measurable, and conducting quality assurance of incoming data.

2. Cleansing

Cleansing is a universal necessity in every data approach, although it can be the most tedious step in data curation. It accounts for missing or duplicate data, establishes consistency in data (such as converting donor payment currency), and identifies opportunities for errors (such as incorrect field types within a campaign).

3. Integration

Integration is the process of combining data from multiple sources to provide a comprehensive view of your donors. This can include tracking donors’ journeys in Salesforce to campaign donation performance in Google Analytics.

4. Transformation and Annotation

Transformation and annotation are the pinnacle of the data curation process. Here, raw data transforms into meaningful insights so your organization can create aggregations and begin splicing and dicing data. Applying metadata and annotations within a semantics layer makes your internal reporting even more accessible and understandable, allowing analysts to easily interpret and utilize the data in context.

5. Governance

Governance is the process of establishing and enforcing frameworks to handle and protect data appropriately internally and externally. This step is crucial for maintaining trust in the data’s integrity and usability, facilitating collaboration across different departments, and supporting strategic initiatives based on reliable data insights.

Data Curation in Action: A Look Behind the Classy Curtain

Our Data Science team’s work at Classy revolves around data modeling. Once data has been collected, cleansed, and combined across sources, our analytic storytellers begin crafting insights using data build tool (dbt). This powerful tool allows users to transform raw data with SQL or Python, collaborate seamlessly with other business users, and craft compelling narratives that illustrate the impact of charity donor engagement.

Once the data is ready and primed, we leverage Looker to build a semantic layer on top of our curated data models. Looker allows us to define consistent business logic and metrics, such as gross donation volume and average one-time donation amount, ensuring that end users work with the same definitions and understand key performance indicators.

Select Star is the last crucial component of our data curation strategy, a data cataloging tool that helps us document and share metadata on our curated data models. With this tool, we can share in-depth data lineage and usage details about our data assets. This simplifies the process for business users to find, comprehend, and access data, eliminating the need to deal with complicated data silos or depend on the specialized knowledge of our Data Science team.

Monthly Performance Snapshot

With the big picture in mind, let’s zoom in on one of our recent data curation projects and explore its impact on your organization’s engagement.

Nonprofits consistently benchmark donation performance and identify giving trends. These trends, which can be seasonal, are influenced by external factors (such as the economy or your organization’s cause category), impacting month-to-month performance.

To highlight these monthly trends, the Customer Experience and Data Science teams at Classy joined forces to develop the Monthly Performance Snapshot. This email evaluates your organization’s performance in one-time, recurring, and total gross donation volume and compares these figures monthly.

It also provides personalized recommendations that help organizations optimize conversions, such as adding digital wallets for mobile donors or embedding donation forms. Customer engagement teams can then tailor recommendations based on performance to better serve their mission.

Monthly performance snapshot email example

Data curation is the driving force behind this email. Each figure comes from a complex data model aggregating the number of donations, total gross donation volume, and average recurring and one-time giving amounts over a period of time.

These metrics are filtered by custom inputs, such as payment method, and are compared monthly to determine organizational-level trends in giving behavior. We operationalize these outcomes using reverse ETL and marketing automation to improve charity administrator engagement.

Note: We aggregate this data broadly to develop these benchmarks and do not isolate or share an individual organization’s data with other nonprofits. As shown in the image above, we only share organization-level data with the respective organization.

Applying Data Curation Best Practices to Your Strategy

Data curation is a channel that connects donors to their giving causes. The data curation lifecycle, from collection and validation to integration and data governance, outlines the importance of each step in ensuring data quality and utility.

Advanced tools like dbt for data modeling and Looker for creating a semantic layer allow organizations to craft and share meaningful stories from their donor data, which can enhance donor engagement. Additionally, tools like Select Star aid in data cataloging, enhancing accessibility and comprehension across the organization.

For nonprofits, the ability to streamline data curation using these technologies means improved efficiency and effectiveness in donor engagement strategies. This holistic approach not only tackles the challenges of data silos and integration but also leverages data to optimize donor interactions and boost fundraising campaigns, ensuring nonprofits can adapt and thrive in a dynamic environment.

Copy Editor: Ayanna Julien

How to Maximize Employee Giving Revenue: Matching Gifts and More

This blog was written in collaboration with Adam Weinger, President of Double the Donation and a leading expert on corporate giving programs. In addition to Double the Donation’s blog, Adam is a frequent contributor to many leading nonprofit magazines and publications.

Companies continue to roll out employee-giving programs that encourage charitable giving, fuel corporate social responsibility (CSR) programs, and support the causes that matter to their employees.

These generous philanthropy initiatives offer nonprofits and other fundraising groups a powerful opportunity to amplify their giving campaigns. Powered by individual employees, these programs are some of the most universally accessible forms of corporate giving an organization can target.

This article will review how nonprofit organizations maximize funding from employee giving and matching gift fundraising. We’ll review the basics and dive into several tried-and-true best practices for making the most of tax-deductible donations.

Maximize Matching Gifts with Classy and Double the Donation

What Is Employee Giving?

Employee giving refers to a company or its employees donating money, time, or resources to charitable causes or organizations. Companies often facilitate these initiatives as part of their CSR efforts, fostering a sense of community engagement and social impact within the workplace.

The benefits of employee giving programs are widespread and inclusive of each party involved⁠:

  • Businesses: Increased engagement and productivity among staff, reduced turnover and hiring costs, and enhanced reputation among consumers
  • Employees: Heightened potential to make a larger impact on their favorite philanthropy programs and engage their employers in doing good
  • Nonprofits: Enhanced supporter engagement with increased individual donor conversion rates and larger average gift sizes—plus additional resources and revenue

Employee giving can take various forms, including donation-matching (or corporate matching gifts), volunteer grants (“dollars for doers”), other employee volunteerism programsin-kind giftingpayroll deductions, and more. While there are many examples we could list, a few leading giving programs include:

  • Microsoft’s matching gifts program: Microsoft boasts one of the highest engagement rates for its employee giving programs, with more than 65% of team members involved. Each year, Microsoft encourages full-time and part-time employees to give and request donation matches of up to $15,000 per person to nearly any nonprofit cause.
  • The Walt Disney Company’s VoluntEars program: Disney offers a matching gift program (matching gifts between $25 and $25,000 at a one-to-one rate) and volunteer grant program. Through the latter, employee volunteers can apply for an EARS to You grant of up to $2,000 for the nonprofit of their choice. The company also offers dedicated VoluntEARS of the Year grants (typically an additional $2,500) to recognize exceptional volunteers.

The corporate giving landscape continues to expand, with new companies rolling out employee matching and volunteering programs daily. An estimated 39% of companies plan to expand their employee-giving initiatives in the next two years.

5 Ways to Increase Employee Giving and Matching Gifts for Your Nonprofit

While employee giving can take various forms, the most widely available type of program (with one of the most significant returns on investment) is employee matching gifts. As a result, we wanted to cover these programs in greater depth and share expert-proven tips and tricks for making the most of these⁠—along with other workplace giving programs.

Employee giving infographic from Double the Donation

1. Incorporate Matching Gifts in the Donation Process

Integrating employee giving directly within the donation process is an excellent way to increase employee engagement and enhance your organization’s fundraising. As they give, donors are typically at their highest engagement level. Thus, promoting matching gift opportunities at this time increases the likelihood that supporters participate in their companies’ giving programs.

There are a few key ways to accomplish this. First, consider adding a quick blurb about matching gifts on your donation site. It can be as simple as “See if your employer will match your gift!” above an optional employment data field. Additionally, a matching gift search tool, such as Double the Donation, can be embedded in Classy donation forms as such:

Example of employee donation match opportunity on donation form

You’ll also want to promote matching gifts on the confirmation page after submitting a donation. For the best results, present donors with company-specific criteria, such as minimum and maximum donation amounts, match ratios, and links to online submission forms:

Thank you message on an employee giving donation form

Providing this information allows each supporter to receive a detailed program overview and follow the suggested next steps after they give to increase their overall impact with employee giving immediately.

2. Spread the Word about Employee Giving Opportunities

Since donors may be unfamiliar with employee-giving programs and often lack knowledge of their eligibility, spreading the word about the opportunity is essential. After years of supporting thousands of nonprofits, Double the Donation found that low donor awareness is one of the most prominent hurdles organizations must overcome to maximize employee giving campaigns.

Luckily, there are many benefits to informing donors about matching gifts specifically. For example, research indicates that mentioning matching gifts in a fundraising appeal results in a 71% increase in response rate and a 51% increase in the average donation amount.

Employee matching gift awareness promotional message

Establishing a dedicated employee giving or matching gifts page on your nonprofit website can also go a long way in providing education. Ideally, an employee giving page should highlight available opportunities and house the information a donor needs to get started in a centralized, accessible location.

Matching gift search tool

This resource should include:

  • Definitions of employee giving, matching gifts, volunteer grants, and other relevant program types
  • An overview of how employee giving programs support your organization’s mission impact (the more tangible examples you can provide, the better!)
  • Breakdowns of the elements commonly found in employee giving guidelines (such as donation minimums and maximums, matching gift ratios, qualifying employees and causes, submission deadlines, and more)
  • Examples of companies offering matching gift programs (or an embedded matching gift database search tool)—along with suggested next steps a donor can take if they don’t find their company
  • An explanation of how ineligible donors can advocate for a matching gifts program to a nonparticipating employer (including a helpful email template)
  • The basic steps for submitting a matching gift request to a donor’s employer

Then, you can drive traffic to your dedicated matching gifts page by implementing an innovative social media strategy. This empowers your team to share critical employee giving and matching gift information while leveraging the widespread reach of online networking sites.

Social media post encouraging employee giving and matching gifts

Use social media to pique your supporters’ interest in employee giving⁠, then direct them back to your matching gifts page to learn more. Engaging with your audience through online channels like LinkedIn, Facebook, X (formerly called Twitter), and more allows your team to drive awareness of the charitable giving opportunity and empower your audience to get involved.

3. Implement Timely Employee Giving and Matching Gift Appeals

Timing is critical to any organization’s successful employee-giving-related outreach. Workplace giving can generally fall into two categories: year-round initiatives (such as a company that matches gifts on an annual rolling basis) or time-based efforts (such as a month-long internal fundraising campaign for a chosen nonprofit).

Well-timed communication is essential regardless of the employee-giving initiative you’d like to pursue. For example, you might configure individual email follow-ups (between two and 24 hours after the initial donation) to remind donors about matching gift opportunities. You can tailor your messaging to reflect a specific company’s programming if you have employment information⁠ (such as the data previously collected during the giving process⁠).

Employee giving email appeal

From there, consider incorporating matching gifts into your seasonal or time-sensitive campaigns, such as disaster relief efforts or cause-awareness-day campaigns.

Of course, one of the best times to mention matching gifts is during the year-end giving season. That’s because previously on-the-fence donors are more likely to contribute when they know a match is available. At the same time, existing donors can get involved by doubling their previous gifts, allowing them to amplify their impact on your cause without reaching back into their wallets.

Employee giving appeal

Many companies close their employee-giving request windows at the end of the calendar year. Leveraging year-end momentum⁠—and communicating the reason behind your urgency⁠—can drive unclaimed matches to completion before it’s too late.

4. Pursue One-Off Employee Giving Partnerships

Unfortunately, not all businesses offer employee-giving programs, and some of your donors will likely fall into this category. However, working with a company to develop a one-off (or exclusive-to-you) giving partnership can lead to a wealth of mutually beneficial opportunities.

Here’s how this works: A company agrees to match its staff donations to a single, predetermined nonprofit in a one-off employee-giving partnership. It then establishes program criteria, including minimum and maximum match amounts, ratios, deadlines, and more.

When the program is live, the company encourages its employees to give to the organization over a set period. After the campaign, the one-off matcher contributes an amount equal to (or sometimes greater than) the sum of all qualifying employee donations.

We recommend enlisting your matching gift software to source partners with the most significant potential. 360MatchPro’s Top Companies tool makes it easy to identify prevalent employers in your donor base that don’t currently match gifts.

Top donation matching companies for employee giving

Then, prepare a proposal, communicate the value of matching gifts to prospective companies, and pitch the idea to possible partners in your network.

5. Make the Most of Automation with Employee-Giving Software

Leveraging the right software can streamline your efforts to encourage employee giving and matching gift participation among your donors. Luckily, it’s quick and easy to integrate 360MatchPro’s matching gift automation system with your Classy fundraising solution.

Thanks to an innovative partnership with Double the Donation, the database tool collects employment information from donors and filters each record into an appropriate email stream based on match eligibility.

From there, 360MatchPro tracks donations through the matching gift lifecycle, supplying actionable insights⁠—including the number of match-eligible donations, submitted match requests, and total revenue collected in matching gifts⁠—in an easy-to-understand way.

360 Match Pro Employee Giving dashboard

Realize the True Potential of Matching Gifts through Employee Giving

Employee giving can supercharge your nonprofit’s fundraising and engagement strategies. For organizations seeking to boost their revenue (and impact), harnessing the potential of matching gifts and exploring additional employee-giving avenues is crucial.

By leveraging the right software, adopting seamless integrations, and implementing the best practices outlined above, your organization can relax and watch the matching gifts and volunteer grants come in.

Copy Editor: Ayanna Julien

AI’s Influence on Community-Driven Fundraising

This blog was written in collaboration with Nathan Chappell, co-founder of Fundraising.AI, Senior Vice President of DonorSearch, and co-author of the bestselling book, “The Generosity Crisis: The Case for Radical Connection to Solve Humanity’s Greatest Challenges.”

In an increasingly digital world, how people connect, support, and uplift one another is changing. While the breadth of online communication allows nonprofits to efficiently scale their efforts, delivering meaningful interactions now requires more effort.

How can we rediscover the art of relationship-building at scale in an era dominated by digital interactions?

AI offers great potential.

Transactional vs. Community-First Fundraising Approaches

The philosophy of community-driven fundraising has evolved over time. In an AI-centric world, these changes are manifesting at an accelerating pace.

Community has long been the heart of charitable giving, and fundraising was often a by-product of community-centrism. This evolved to accommodate the diverse digital paths of donors as fundraising moved predominantly online, leading to a more transactional approach. Today, to achieve results, fundraisers must create expansive community engagement while delivering seamless digital donation experiences on a large scale.

However, declining levels of those making charitable gifts over the past two decades have prompted nonprofits to continue with more transactional interactions as they worked for every dollar to fund their urgent and ongoing initiatives. With reduced resources, understaffing, and economic uncertainties, focusing on funding for immediate gain became a necessary strategy for survival.

Meanwhile, the for-profit world—often viewed through a different lens—demonstrated remarkable adeptness in embracing personalized, community-driven approaches, showcasing the undeniable value of building lasting connections by linking the relationship between the heart and wallet.

It’s clear that while transactions are crucial, they only represent a fragment of the larger picture. The real magic happens in the space between these transactions—in building and nurturing relationships.

Unlocking the Potential of AI: Transforming Community Engagement

What if there was a tool that could help you build and nurture relationships at scale without requiring additional resources?

The answer lies in the thoughtful integration of technology and, more specifically, artificial intelligence (AI).

The power of AI to transform how we engage with our communities is game changing. It offers nonprofits the tools to streamline operations and delve deeper into the fabric of supporter networks, understanding preferences, behaviors, and the nuances that make each relationship unique.

The precision to understand a donor journey through predictive AI, complemented by a personalized approach powered by generative AI, will transform our sector’s ability to connect with supporters at scale in deep and personal ways.

Classy is preparing to introduce its fundraising intelligence suite to the sector. I’m excited to discuss this in more detail in my AI community conversation at Collaborative this May and help support the launch of Classy’s latest intelligence features.

A deep understanding of donor preferences could enhance the effectiveness and precision of fundraising efforts, allowing nonprofits to identify donors’ reasons for involvement.

The result will rest in the ability to create more meaningful interactions, laying the groundwork for trust—a critical element in any relationship.

Building Trust through Responsible and Beneficial AI Practices

Trust is fundamental for sustaining support and engagement, ensuring that contributions have a tangible impact. In this regard, nonprofits are in the business of trust, requiring the highest level of accountability.

With AI, trust goes beyond ethical use to ensure its responsible and beneficial application.

Nonprofits must guarantee their technology benefits humanity in the short and long term. Advancements in AI should enhance human connections, not replace them.

Consider the work of the AI for Good Foundation, renowned for its innovative approach to addressing societal issues through AI. One standout initiative is Eureka, an intelligent assistant aiding refugees in integrating into new communities.

The Eureka platform streamlines the integration process, offering personalized support and resources. Eureka exemplifies how AI can be used for social good, aligning with responsible and beneficial AI principles by directly serving vulnerable populations and improving their access to vital services.

8 Ways to Leverage AI to Inform Your Donor Experiences

Explore a new realm of donor engagement and experience enhancement through these eight innovative strategies that leverage the transformative power of AI.

1. Craft Personalized Journeys at Scale

The dream of delivering highly personalized donor communications becomes a tangible reality with AI. By analyzing patterns in donor behavior and preferences while honoring privacy preferences, AI can enable us to craft messages that resonate on an individual level, ensuring every donor feels seen and valued.

This level of personalization extends to the donor experience, where machine-learning algorithms can predict ask amounts, potentially leading to increased conversions and upsells. For example, Classy’s Intelligent Ask Amounts feature—launching soon—ensures that each donor sees the most appropriate suggested ask, which could help maximize their potential contribution.

2. Unlock Predictive Insights for Proactive Engagement

Using predictive analytics to understand and anticipate donor actions provides a forward-looking perspective for your engagement strategies. AI helps identify potential major donors and understand donor behavior nuances, enabling proactive engagement and tailored experiences that resonate with donors’ current and future interests.

While predictive analytics have been integral in fundraising, AI revolutionizes this approach, extending high-touch fundraising practices to the digital realm and providing a scalable method to uncover untapped donor potential. In these cases, access to a robust philanthropic dataset is crucial for creating accurate and meaningful predictions.

3. Refine Donor Segmentation with AI Precision

AI goes beyond traditional demographic segmentation, delving deeper into donor data to reveal insights on engagement levels, interests, and advocacy potential. This refined segmentation enables targeted campaigns that resonate with donors’ motivations, fostering a sense of belonging and commitment to your cause.

For example, you can establish a continuous feedback loop by utilizing personalized asks on donation forms. This data can then feed into your Salesforce instance and connect to Marketing Cloud to develop new segmentation for future engagement and tailored donor strategies. This cyclical process thrives on the integration of accurate data and efficient pathways.

4. Streamline Stewardship with Automated Efficiencies

AI-driven automation tools revolutionize stewardship, enabling timely and heartfelt communications without straining resources. From personalized thank-you’s to impactful updates on donation outcomes, automation keeps donors engaged and informed, strengthening trust and appreciation.

5. Elevate Fundraising Events with Personalized Interactions

Integrating AI in fundraising events transforms attendee experiences, making them more personalized and engaging. By leveraging chatbots for instant support and employing data analytics for event optimization, AI ensures each event is a memorable journey that deepens donor commitment and broadens community impact.

6. Champion Ethical Data Use

In the digital age, prioritizing the ethical use of data is crucial. By emphasizing transparency and security in your AI initiatives, you demonstrate your commitment to donor privacy and trust. This ethical approach emphasizes your values and fosters a community where every stakeholder feels respected and protected.

7. Create Immersive and Interactive Experiences

AI opens the door to innovative donor engagement strategies, from virtual reality tours of project sites to interactive impact simulations. These immersive experiences bring your work to life, allowing donors to witness firsthand the transformative power of their support.

8. Adapt with Real-Time Feedback

AI’s agility in analyzing real-time engagement data is a game changer, enabling swift adaptation of strategies to keep donor experiences relevant and resonant. By staying attuned to shifting donor expectations and preferences, your community-driven fundraising approach can not only endure but thrive.

In harnessing the transformative potential of AI, we open a new chapter in personalized philanthropy—one where technology and humanity converge to create a tapestry of genuine connections.

As we embark on this journey, let us remain steadfast in our commitment to leveraging AI not as a replacement for human interaction but as a tool to enhance and enrich it, paving the way for a future where generosity flourishes in every interaction.

The Future of Fundraising

Looking forward, the future of philanthropy is vibrant and filled with potential. The shift toward precision philanthropy to boost local initiatives, empowered by platforms like Classy working to pave the way, signals a return to our roots—a recognition of the power of community at scale and the impact of collective action.

Technology enables all people to rally around causes that matter in meaningful ways, creating waves of change that ripple through our communities and beyond.

In this future, trust remains our guiding star. Building and nurturing this trust is an ongoing journey that requires transparency, authenticity, and a commitment to the ethical and beneficial deployment of AI.

As we navigate this path, we get reminded of the delicate balance between technology and humanity and the incredible potential that lies in their synergy.

Foster Genuine Connections to Inspire Change

The revitalization of community-driven fundraising—underpinned by AI—offers us a unique opportunity to redefine philanthropy for the modern age. In fact, the future of our sector will depend on our ability to leverage AI effectively.

This inflection point is a chance to reconnect with the core values that bind us, leveraging the best technology to build a more connected, engaged, and empowered world.

Thank you for joining me on this journey, for your unwavering commitment to making this world a more connected place, and for believing in the power of community. Together, this sector will lay the foundation for a future where philanthropy is not just about raising funds but about fostering genuine connections that inspire lasting change.

Copy Editor: Ayanna Julien

17 Nonprofit Conferences to Attend in 2024

Nonprofit conferences create unique opportunities for fundraising professionals across all cause categories to come together and discuss the global state of the social sector.

Industry leaders are increasingly challenged by a growing list of expectations for support and fundraising, requiring innovative strategies to achieve lasting impact. The good news is they don’t need to do it alone, and the incredible roster of 2024 nonprofit events is a testament to that. 

This year, a strong mix of in-person conferences and innovative hybrid events will bring even more learning, collaboration, and networking opportunities. We’re helping you find the best nonprofit conferences of 2024 with this comprehensive list of must-attend events. 

 

Discover How Classy Can Fuel Your Fundraising Goals

Best Overall Nonprofit Conferences

Collaborative by Classy

When: May 15-16

Where: Chicago, IL

Collaborative by Classy is a two-day experience curated for forward-thinking nonprofit professionals seeking an immersive experience filled with networking, community-building, inspiration, and insights into the latest fundraising trends. 

The 2024 event will return with a new location in Chicago, gathering the brightest minds in the industry. This isn’t just another nonprofit conference but a true experience to ignite essential conversations about pressing concerns, the future of philanthropy, and the new perspectives that will expand everyone’s thinking.

Every speaker, venue, host, and experience will give attendees actionable, relevant, and refreshing takeaways. This year’s speaker lineup features a wide variety of experts and leading minds, including:

  • Xavier Ramey, CEO of Justice Informed
  • Crystal Washington, Technology Strategist and Futurist
  • Brian Wallach and Sandra Abrevaya, Co-Founders of I AM ALS

What to expect: 

  • A trip to the iconic city of Chicago to immerse yourself in its history, culture, and innovation in and outside of the conference venues
  • A community of inspiring leaders and forward-thinking professionals that continues to collaborate well after the event concludes
  • A host of ideas and strategies that propel the sector forward and challenge your thinking to stay on the cutting edge

Each year, we challenge ourselves to raise the bar on discussions, brainstorms, solutions, and concepts in one-of-a-kind sessions and interactive experiences. Don’t miss out on the chance to network like never before and walk away reenergized about what’s possible.

Register to Attend the 2024 Collaborative

Dreamforce

When: September 17-19

Where: San Francisco, CA

Dreamforce is an annual event that brings together the global Salesforce community for learning, fun, community-building, and philanthropy. Trailblazers gather to share their insights and successes and learn about the latest industry innovations.

Since 2003, Dreamforce has delivered an immersive experience with can’t-miss keynotes and new perspectives about the future of technology. Dreamforce is about empowering attendees to grow their organizations and careers in this modern age of technology, as Salesforce describes it as the “AI event of the year.”

What to expect:

  • Breakout sessions, trainings, and certification opportunities that will help you discover innovations to business challenges
  • Demos of the latest technology Salesforce has to offer nonprofits
  • Networking with like-minded individuals and industry experts

Nonprofit Marketing Conferences

19th Annual Bridge to Integrated Marketing & Fundraising Conference

When: July 31-August 2

Where: National Harbor, MD (Adjacent to Washington, D.C.)

The 19th Annual Bridge Conference is a chance to collaborate with nonprofit professionals, consultants, agencies, and other marketing experts. Centered on collaborative strategic approaches, the Bridge Conference 2024 elevates your voice to change the world amid a year of evolution.

This year’s theme is about making things better, more beautiful, and more impactful through change. Attendees will feel inspired to become the champions of social change within their organizations and the industry.

What to expect: 

  • Over 90 breakout sessions on 15 topics tailored for modern fundraisers, marketers, and technology professionals
  • A Solutions Showcase with over 100 partners to support nonprofit marketing
  • Connection and collaboration opportunities before, after, and between sessions

The Nonprofit Innovation and Optimization Summit

When: September 18-19

Where: Indianapolis, IN

The NIO Summit is for those who want to grow their online fundraising and marketing skills. NextAfter hosts the event to showcase worldwide, hand-selected experts who will teach you how to become innovative digital marketers and raise more money to fuel a worthy cause. 

Attendees can discuss the realities of working as a fundraiser or marketer at a nonprofit. Marquee speakers from for-profit and nonprofit organizations will offer actionable insights and steps to improve fundraising results in various TED Talk-style presentations.

What to expect: 

  • Focused content from unforgettable speakers ready to present clear and practical examples that leave you energized, focused, and inspired 
  • Time to connect and exchange ideas with passionate peers and experts
  • A fun format that weaves in several learning experiences from live workshops and one-on-one consults to conference parties, prizes, and swag 

Nonprofit Storytelling Conference

When: November 11-13

Where: Santa Ana Pueblo, NM

The Nonprofit Storytelling Conference is a perfect opportunity to hone your communication skills and learn how to appeal to modern donors. An event that promises to take storytelling to a new dimension, the Nonprofit Storytelling Conference ignites all senses with a highly interactive format.

This year’s conference will offer unique sessions and workshops that engage attendees and demonstrate how to engage supporters in memorable, powerful ways. Anyone interested in nonprofit marketing, campaign execution, and fundraising strategy will take something new away.

What to expect: 

  • A venue with a thousand years of culture and history to open doors for meaningful storytelling that pushes boundaries
  • Specialized sessions that focus on in-person, direct mail, and online donor communications and how to create a well-rounded giving experience
  • Workshops on significant donors, fundraising events, fundraising appeal toolkits for extra donations, and creative campaign ideas 

Nonprofit Technology and Leadership Conferences

Good Tech Fest 2023

When: April 29-May 2 

Where: Sundance, UT + Virtual

Good Tech Fest is an invitation-only retreat held over three days in the mountains. Nearly 100 social sector leaders share how their organizations apply technology and data to their operations while taking in a beautiful view. 

This is a good event for technologists, nonprofit leaders, and fundraising professionals excited about the advancements 2024 revealed. The common mission of using data and technology to drive impact unites every session and interaction. Invitations are available upon request.

What to expect: 

  • In-person and virtual conference options for attendees located anywhere in the world
  • Focused conversation on topics like AI, Web3, machine learning, and app development 
  • An opportunity to stay at the Sundance Resort in Utah and learn from practitioners using new tools and find applications that inspire your next innovation

If the spring event is full, the first global in-person Good Tech Fest will take place in Nairobi in the fall of 2024. The organization will post more details soon.

Engage for Good 

When: May 14-16

Where: Minneapolis, MN

Engage for Good is where business and corporate social impact leaders come to grow their knowledge and network. The event recognizes the impact of bringing corporate and nonprofit partnerships even closer to addressing pressing social challenges.

This year’s theme is “Turning Moments into Movements,” which will help attendees feel the essence of Engage for Good’s collective mission: To bring lasting change by shifting our perspective from isolated campaign moments to becoming driving forces within social movements.

What to expect: 

  • An event full of doers and dreamers seeking new resources to navigate corporate social impact
  • Thoughtful speakers, including innovators well equipped to teach about impactful collaboration
  • Immersive learning experiences, such as evaluating the “Barbie” movie as a global cause marketing case study
  • An opportunity to pause and feel recognized for the impact work your nonprofit does daily

TNPA Leadership Summit 2024

When: September 9-12

Where: San Diego, CA

The TNPA Leadership Summit is where you can join fellow nonprofit industry leaders to learn how to navigate the world’s evolving business and service models. This year’s event will help attendees harness the power of transformation to strengthen their impact collectively and on an organizational level.

What to expect: 

  • Networking facilitation techniques that stimulate critical conversations and liberate the full potential of any group or individual
  • Discussions that recharge your vitality and endurance as you navigate challenges within your role and organization
  • Insight from top leaders on ways to build a road map to success 

Cause Camp

When: October 21-22

Where: Colorado Springs, CO

Cause Camp is a nonprofit conference that Forbes has named a “must-attend” event for nonprofit professionals. Join the experience to connect with top industry speakers, participate in engaging breakout sessions, and take advantage of one-on-one networking to collaborate with and learn from other leading minds in the space.

The 2024 theme is a nod to the Olympic motto, “Better, Higher, Successful—Together.” This year’s event is all about uniting around the sector’s pitfalls and priorities: Helping each attendee reignite their purpose and walk away with actionable strategies to use immediately.

What to expect: 

  • The best and brightest speakers working in or with the nonprofit sector
  • A stay at the Cheyenne Mountain Resort in Colorado Springs as the backdrop for a professional development experience like no other
  • An event format that aims to inspire and educate instead of lecturing to help the learning stay with you as you return to your day-to-day

Recapping Highlights from Early 2024 Nonprofit Events You Might Have Missed 

This year is already off to a great start with incredible momentum, idea exchange, and community-building. We wanted to make sure you’re up to speed on the events that attendees have enjoyed so far this year and give you a head start on registering for 2025.

P2P Professional Forum Conference

When: February 21-23

Where: Philadelphia, PA

The P2P Professional Forum Conference gave leaders a chance to focus on the intricacies of peer-to-peer fundraising, like managing staff, volunteers, and fundraisers. The event offered breakout tracks curated for marketing, corporate relations, and human resources professionals. 

The P2P Forum, which started in 2007, also provides resources like monthly webinars, timely data and information, and a vibrant online community to help peer-to-peer fundraisers access best practices and support outside its annual conference.

Event highlights:

  • More than 600 peer-to-peer changemakers came together 
  • Conversations blossomed around storytelling, relationship-building, data analysis, event production, and community engagement
  • Industry-segmented tracks and a first-time attendee meet-and-greet event welcomed people into a personalized and relevant experience

Details about the 2025 event are forthcoming. 

Community Boost’s Nonprofit Marketing Summit

When: March 5-7

Where: Virtual

Community Boost’s Nonprofit Marketing Summit: The Big Innovation introduced three days of free virtual learning from the industry’s top voices and thought leaders. The event touched on various aspects of nonprofit marketing in the digital age, leaving attendees inspired by new fundraising techniques.

Event highlights: 

  • Over 75 high-impact sessions on topics like navigating the AI landscape and taking advantage of new tools like Google Gemini and ChatGPT to expand reach
  • Speakers that represent every corner of the sector
  • The unveiling of a proven Google Ad Grant maximization process that over 500 organizations rely on to be successful
  • The ability to register as an event VIP for access to session recordings, notes, and more

VIP access registration will allow you to view session recordings on demand.

Amazon IMAGINE: Nonprofit

When: March 20

Where: Washington, D.C.

The IMAGINE: Nonprofit conference was a moment to collectively celebrate how technology leads to positive outcomes for people and the planet. Amazon Web Services presented the event for an audience of nonprofit leaders, purpose-focused technologists, and impact innovators. 

Attendees learned from thought-leadership sessions, how-to technical talks, workshops, and networking to generate new ideas. The recording of this event is available on demand for anyone looking for that spark of creativity and innovation.

Event highlights:

  • A global meeting of nonprofit peers, AWS experts, Amazon team members, and social sector entrepreneurs to advance their missions collectively
  • Conversations about generative AI, machine learning, edge computing, and data analytics that support nonprofits in the digital age
  • A deep dive into fundraising advancements through the alignment of people, process, and technology to engage with a personalized experience
  • Technically focused and nontechnical tracks to appeal to any comfort and experience level

Online sessions are now available as recordings to watch on demand.

Nonprofit Fundraisers Symposium

When: March 20-22 

Where: Washington, D.C.

The Nonprofit Alliance hosted its 2nd Annual Nonprofit Fundraisers Symposium to bring new insights and dialogue from nonprofits, agencies, consulting firms, and marketing professionals. 

Specifically designed for anyone with over 10 years of experience in fundraising and marketing, the event levels up the conversations and appeals to an ongoing desire to grow.

Together, attendees addressed the sector’s burning questions and timely priorities to establish clear and thoughtful paths forward. The solutions left everyone with new considerations about charitable giving in 2024 and beyond.

Event highlights:

  • An impressive speaker lineup included the SVP of Direct Marketing and Operations at the American Cancer Society and New York Times bestselling author and innovation consultant Diana Kander
  • A wide range of topics, including AI opportunities, the historic transfer of wealth, and future-proofing teams in times of change and disruption
  • An evening of professional networking and connections at a designated reception in the D.C. area for registrants and local nonprofit leaders

AFP Icon 2024

When: April 7-9

Where: Toronto, Canada

The AFP ICON is a nonprofit event hosted by the Association of Fundraising Professionals. Everything about the annual experience keeps fundraising experts and professionals in mind. 

This year’s event in Toronto offered an engaging format to help attendees discuss, demonstrate, and absorb forward-looking fundraising trends and approaches.

AFP ICON helps more than 3,000 fundraising professionals annually to advance their craft over three days they won’t forget. 

Event highlights:

  • Impressive keynote speakers like Nikole Hannah-Jones, Pulitzer Prize-winning creator of The 1619 Project and staff writer at The New York Times Magazine
  • More than 100 educational sessions about leadership, relationship-building, innovation, and tapping into fundraising potential
  • A mobile app specifically for the event to capture sessions, schedules, and critical information right from attendees’ phones

The Outcomes Conference

When: April 9-11

Where: Jacksonville, FL

The Outcomes Conference is a large-scale gathering of Christian nonprofit professionals with a shared drive to create change for good. This year’s event welcomed attendees eager to learn and connect with peers focused on similar challenges and provided ample opportunities to discuss effective solutions.

Everyone had the opportunity to connect on a deeper level and feel the impact of their collective missions in action. Christ-like leadership training also offered those in high-impact positions an inspiring way to guide their teams and programs in the coming year.

Event highlights:

  • Interactive booths that featured free leadership coaching and advice on topics like nonprofit bookkeeping for attendees to stop by and engage with
  • A movie premiere of “The Forge” to add some bonding time and lighthearted idea exchange during the event
  • Main stage and special presenters like Marvin Campbell of The Navigators challenged, encouraged, and inspired attendees to think outside of the box 
  • Roundtable discussions that fostered professional development and a collaborative community for learning

NTEN Nonprofit Technology Conference

When: April 16-18

Where: Baltimore, MD

The NTEN Nonprofit Technology Conference, often called the NTC, is an annual event that helps nonprofit professionals understand the benefits of technology, innovation, and forward-thinking. Every aspect reflects a community focus, prioritizing accessibility, equity, and inclusivity.

Regardless of their job, role, or life experience, attendees left this year’s event feeling more knowledgeable and passionate about their work and their organization’s impact on the world.

Event highlights: 

  • A chance to make long-lasting friendships, meet new mentors, and network with valuable partners
  • Inspiring keynote speakers and thought-provoking breakout opportunities
  • Community conversations that shared stories and created connections in a relaxed environment
  • Time to reflect and feel reenergized through carefully chosen event spaces

Attendees participated online and in person with thousands of other nonprofit staff members, volunteers, board members, funders, consultants, and tech vendors. You can catch up on videos, photos, and notes from the 2024 NTC conference and save the date for next year’s event in Baltimore, Maryland, from April 16 to 18, 2025.

Don’t Miss Out on the Top 2024 Nonprofit Conferences 

Nonprofit conferences keep you at the top of your game—no matter your experience level or specific function at your organization. There’s no shortage of options to challenge you and your team in new ways for the strongest return on investment. 

Fundraising thrives in community, and it all starts with these opportunities to share in collective learning that strengthens your network in the years to come.

Copy Editor: Ayanna Julien

16 Creative Ways to Write Meaningful Donation Thank-You Letters

You can’t underestimate the value of personalized interactions and community-driven philanthropy. 

Modern donors want acknowledgment for their actions and advocacy for causes they support. A donation thank-you letter that appeals to their growing desire to participate in philanthropic movements is a great place to start.

Building donor loyalty through gratitude pays off in return donations, recurring donors, volunteer support, and corporate sponsorship opportunities. So how do you show personalized appreciation as your community grows? 

Below is a comprehensive guide to help you transform a standard thank-you letter into a pivotal moment in creating strong relationships that last.

3 Key Reasons to Thank Your Donors

1. Donors Will See How Much You Care about Them

The key to effective donor stewardship is ensuring each supporter finds value in their relationship with your nonprofit organization. Proving you care about people as individuals, despite their capacity to give large amounts, builds trust and a deeper connection.

A moment of gratitude reciprocates donor support when it’s consistent and intentional. Your thank-you message can strengthen the link between your donors, timely goals, and long-term mission. 

2. Your Mission Will Stay Top of Mind

When information overload and uncertainty make it hard to activate supporters, going the extra mile matters. Making people feel special and valued is a great way to stand out.

Regular communication with donors isn’t just about boosting visibility. While gratitude fundraising starts by thanking donors early, it’s also the first step in a relationship that keeps you top of mind.

3. Donors Are More Likely to Give Again

The giving experience includes how you make people feel after completing a transaction. Helping donors immediately see the impact of their actions can entice them to give again.

Nonprofits who raise a lot of money get really good at thanking and reporting. They thank people a lot. But too many organizations neglect these two steps

Otis Fulton

Vice President of Psychological Strategy at Turnkey

You get it—thanking donors is a valuable way to keep your community connected and engaged before, during, and after each campaign. Maybe understanding the reason for gratitude was never an issue, and you’re more curious about the practical side. Well, we’ve got you covered there too.

What Makes a Good Donor Thank-You Letter?

Your thank-you note reinforces the passion and emotion that drove someone to donate while thanking them for their dedication. Here are some components that influence donors to continue supporting you in the future.

1. Timing

One of the most essential things about saying “thank you” is when you say it. No one wants to feel ghosted and see a generic thank-you note come through a few days or weeks after their feel-good energy of taking action has passed. 

Send your thank-you letter promptly after you receive a donation. That may include an automatic online donation receipt and a second touchpoint with a more personalized “thank you for your donation” follow-up. 

Automation, a solid customer relationship management (CRM) integration, and a thoughtful message can help you avoid losing a passionate individual or first-time donor without taking up more time in your day.

2. Content

Donors want to be involved beyond their donations. Your thank-you note is like opening the door and inviting them to engage with your nonprofit, feel invested in your fundraising results, and connect meaningfully with your mission.

Whether you thank new donors or existing advocates, celebrate what each individual did and what they helped you accomplish. Don’t build an experience that feels like another tax receipt or donor contribution summary. This is your opportunity to tell your story and show supporters how they’re helping bring your mission to life. 

Whenever you can highlight the campaign or project someone specifically supported, you can help donors see and feel the real-world implications of supporting you. 

If possible, feature a specific community, place, or person they’ve helped. For inspiration, use Classy’s fundraising email templates.

3. Tone

It’s not only what you say but also how you say it. While your donation request letters and formal appeals may benefit from tones of sympathy or urgency, a thank-you letter should have a celebratory and uplifting feel.

Thank-you letters should mostly make the donor feel good about their decision and show that their generous gift makes a difference. While you can still note the urgency or seriousness of your cause, this message should be one of hope and action. 

Think about the emotions you want to evoke in your recipients and how you want them to feel about being a community member.

16 Ideas for How to Thank Nonprofit Donors

1. Show Appreciation on Your Website

Your nonprofit’s website is an excellent platform for donor and volunteer appreciation. Dedicating space on your site to showcase your community members sends a strong message of appreciation. 

Think about supporter pages, blog posts, newsletter features, and leaderboards celebrating the people who make a difference for your mission daily. Putting faces and names to the impact you can achieve simultaneously supports donor retention and acquisition efforts while showcasing your organization’s success.

2. Highlight Donors on Social Media

What better place to spread messages of gratitude than where people are most likely to see and reshare them?

Appreciation posts are great content to add to your seasonal social media calendar. Even if you don’t name specific donors, you can give a general thanks with some impactful statistics about what your community accomplished together.

3. Craft a Personalized Thank-You Email

Technology has advanced significantly, making it easier to balance personalization and branded appeals that leave a strong impression on recipients.

Consider how your message might change when considering data on a donor’s gift size, generation, location, giving frequency, personal preferences, or engagement patterns. These personalized elements can help your message go from another email in someone’s inbox to a reminder of how good it feels to give to an organization that genuinely cares.

One personalized thank-you email example we love is from To Write Love On Her Arms. The organization continues to evolve its outreach around popular trends like the famous Spotify Wrapped list to show donors they’re worth a big display of appreciation. 

Read More about TWLOHA’s Fundraising Strategy

thank-you-example TWLOHA-donor-appreciation donor-appreciation-TWLOHA

4. Lean into Authenticity with a Thank-You Video

A donor thank-you video can emotionally impact your supporter base and show them who’s behind the words they’ve received. Its effective format can help you make a lasting impression through email, social media, website, or campaign pages.

Ronald McDonald House’s library of YouTube videos powerfully brings this idea to life. The videos feature several messages of thanks that emphasize the Ronald McDonald House community’s critical role in reaching its goals.

5. Pick Up the Phone or Send a Text

Imagine a donor receiving a call from your team after an event to personally thank them for attending. Or maybe they see a text checking in on how their weekend was and sharing a spontaneous thank-you for being a member of your community. 

These are both opportunities to connect with that person in a more relaxed, organic way.

Consider asking for a donor’s phone number and an opt-in to calls or texts from your organization on your donation forms. This small interaction can make a donor’s day and help build a lasting connection with your organization.

6. Send Donation Thank-You Letters (Yes, Real Letters!)

The rarity of direct mail and physical letters makes it even more special to connect with donors in this way after a big donation or milestone. What if you followed up on your emails, texts, or calls with a handwritten appreciation note from your leadership team?

Since your letter would arrive sometime after the charitable donation, stewardship letters to donors can serve as the perfect touchpoint to re-engage your supporters with a reminder of their impact.

8. Celebrate Anniversaries

Your donors’ anniversary of their first gift is a great time to say thank you outside of a transactional email. Get creative here to celebrate their involvement and show that their presence is felt at your organization even when it’s been a while since their last interaction.

CRM or donation management tools can help you track a donor’s first gift and automate a thoughtful thank-you message that touches on their actions throughout the year. A physical or online anniversary card is a fun way to celebrate their loyalty and commitment to your cause.

9. Celebrate Donors in Your Annual Report

It’s common for organizations to include a running list of donors and sponsors in their nonprofit annual reports. Consider how you can use that list to emphasize each donor’s critical role in fulfilling your mission.

Send donors a physical letter to thank them, along with a print copy of the report or a digital copy when it’s ready, to let them know they’re part of something bigger. Also, consider how to promote the report to your larger community to elevate your loyal and committed donors even more.

10. Send a Welcome Swag Package

We all know how exciting a simple T-shirt or branded swag item can feel when you least expect it, so why not apply it to your donor appreciation efforts? A thank-you package can help welcome new donors in style. This package could include apparel, a water bottle, a canvas tote, stickers, and resources to learn more about your organization.

Also, if you give out something that creates a natural Instagram or TikTok unboxing moment, you might encourage donors to share photos or videos of their swag online.

11. Acknowledge Donors During Events

Your next fundraising event is a timely opportunity to call out major donors or individuals who created a big impact. Invite them to stand up and receive recognition from all attendees or speak about their experience with your organization.

Before publicly recognizing donors at your next event, ask whether they’re comfortable being honored in front of an audience. If they politely decline, have your staff thank them privately at the event. You could also send a free entry ticket as another form of appreciation and ask for testimonials to share instead.

10 Ways to Host the Ultimate Donor Appreciation Event

13. Share Exclusive Incentives

Nonprofit donors don’t give to get something in return. At the same time, providing incentives doesn’t hurt in converting more donations and bringing people back to give again. 

To streamline donor management initiatives, create giving levels to thank donors with specific items or opportunities matching their gift size. This presents another opportunity to share some swag with your community so they can publicly promote their support of your cause.

14. Focus on Donor Retention

A spontaneous thank-you message, well after someone has taken action, is a great way to support donor retention. Think about sending a message to thank someone for sticking with you and reiterating their continued support’s value on your greater mission.

Strong data on donation activity, giving levels, and recurring donation history will help personalize your messages and acknowledge past generosity.

15. Weave in Another Call to Action

Your thank-you messages can also introduce the next step in your relationship with a donor. Where appropriate, use a donation or event follow-up to invite supporters to the next opportunity to get involved.

Offer a simple call to action like signing up for a nonprofit newsletter or following you on social media. By staying in touch and engaging donors, you can secure your next major gift, turn a one-time donor into a recurring donor, and help your donor retention rate.

16. Make It Count

By tracking what makes a quality thank-you email or note, you ensure every communication you send showcases this sentiment genuinely and has the desired effect. There’s no perfect thank-you for every organization, but knowing your donor community will help you stand out to those who feel connected to your mission.

Consider varying the format, style, or content of your thank-you messages to keep them fresh and genuine. You can look at donor communications analytics to see what results in high open rates, high click-through rates, and increased action.

Tips to Increase Email Click-Through Rates

Get Inspired: Your Nonprofit Thank-You Letter Template

Sometimes, crafting your thank-you message is easier when you have somewhere to start. Below, we’ve added two examples you can build on using the best practices we’ve discussed and a personal touch that will speak to your donors at any stage in their journey.

Donation Thank-You Letter Example

Dear Jessica, 

On behalf of the entire team at the Good Days Animal Shelter, I want to express our gratitude for your donation. 

You might have heard about some of the recent work we’ve done to reach our goal of increasing shelter capacity to care for 100 more animals each month by 2025. The good news is your donation helped us get one step closer to changing the lives of those animals. 

We can’t wait to share the details of our upcoming fundraising campaigns and events with you so we can continue working together toward our goal. Until then, catch our daily updates on Instagram and Facebook. 

I also want to personally invite you to our circle of monthly changemakers who strengthen the impact of their generosity with an automated monthly recurring donation. If you’re curious about what it means to become a recurring donor or want to learn more about what your monthly gifts could do for our animals, I’d love to guide you through the experience.

You’re part of our close-knit community, and we couldn’t have this positive impact on our furry friends without you. 

Talk soon,

John Johnson

Chief Executive Director, Good Days Animal Shelter

Spontaneous Thank-You Letter Example

Dear Nicholas, 

I hope you feel our deep gratitude. I just got word that our education program reached 50% more students because of the generosity you and our community collectively showed over the past few months.

I want you to know that every time you donate, share our cause with a friend, share a social media post, or volunteer matters. We don’t take these actions lightly, and I know how hard it is to find the time when life gets busy.

But you do and continue to show up. It means the world to us, and I can’t wait to see what the coming months hold. 

Thank you for being you.

Talk soon,

Linda Larson

Chief Executive Director, Schools Project Worldwide

How Will You Thank Donors?

Donor relationships that can sustain your nonprofit for the long haul are all about appreciation and human connection with individuals who unite to become a community you can always rely on.

But don’t just thank donors to check off the box—show your gratitude because you mean it. Help people feel your sincerity in a heartfelt thank-you and hear from you consistently after that.

With so many ideas, we’re eager to see how you’ll add your creativity and inspiration to these thank-you note best practices to make a lasting impression.

Copy Editor: Ayanna Julien

A Nonprofit Guide to Fundraising Raffle Ideas (20+ Prizes)

Need raffle ideas to raise funds for your nonprofit? You’ve come to the right place. We know a thing or two about nonprofit fundraising, and switching up events in creative ways like a raffle is on our favorites list.

From Willy Wonka-esque golden tickets to product giveaways, you can get downright creative with your raffle prizes—all while staying true to your brand and constituents. Below, we’ll walk you through 20-plus tried-and-true raffle ideas.

Before we do, let’s clarify what a fundraising raffle is, what the legal guidelines are, and why you should consider using one during your next event if permitted.

What Is a Fundraising Raffle?

A fundraising raffle is a game of chance. Traditionally, donors purchase a raffle ticket for a chance to win prizes. However, there are plenty of ways to make your raffle event more exciting and engaging.

You can spice it up with over-the-top prizes or make things interesting with board games or hidden tickets. While hosting a standard raffle is fine, don’t be afraid to step outside the box and explore various creative and unique fundraising ideas that involve a raffle.

Also, consider modern-day fundraising technology to expand your raffle options. You can use fundraising event software like Classy Live for in-person, virtual, or hybrid fundraising events.

Explore the Classy Live Experience

Raffle Regulations to Consider

Raffles in the United States are regulated on a state-by-state basis. Most states have laws that define which organizations can conduct raffles, the purposes for which they can be held (typically for charitable causes), the rules that must be followed, and the number of raffles allowed per year.

Nonprofits are generally permitted to hold raffles to raise funds, but regulations vary significantly between states. Some states have stringent requirements, like obtaining licenses, setting limits on prize values, and maintaining detailed records. Others, such as Texas, have minimal regulations and rely on self-regulation.

In states where raffles are either illegal or highly regulated, it’s best to consult with legal counsel or local authorities to understand the specific rules applicable in that area.

While raffles are typically legal in most states, it is crucial to review the laws in your state before conducting a raffle event for your nonprofit.

How to Raise Money with Raffles

While there are plenty of top-notch nonprofit fundraising ideas out there, raffles have a few advantages. Here are the top reasons to give raffles a try:

  • It’s simple: Raffles are simple and easy for everyone involved—from the organizers to the participants.
  • It’s affordable: Raffles don’t need a bucketload of cash or a grand event. They can be successful with a virtual event and a donated prize.
  • It can bring feel-good vibes: Raffles make everyone a winner. Plus, supporters are happy to contribute and make a difference, especially when there’s a good cause.
  • It helps build awareness: Raffles help you get the word out about your nonprofit, regardless of how much funding they generate.
  • It can grow your community: Raffles often include prizes and experiences from local businesses and sponsors, giving constituents an opportunity to build connections with their community.

The Best Raffle Ideas for Fundraisers

As you delve into the raffle prize ideas below, consider logistics. Not every one of these raffles will be the right fit for your nonprofit, and that’s OK—you just need to find one that works for you.

Here are a few questions to ask yourself as you go through the ideas:

  • Could we do this online or in a hybrid format, or does it need to be exclusively in person?
  • How do we get donations in the first place? What partnerships or connections do we have with the community that we could use for good raffle prizes and services?
  • Will we need volunteers to facilitate this raffle? If so, how many?
  • When would be the best time to hold this raffle event? Should we reserve it for a stand-alone affair or incorporate it into an upcoming event?
  • How much should we charge for raffle tickets, considering the prizes available?
  • What are our fundraising goals?

Download Classy’s Fundraising Event Experience Report for deeper insights into hosting a fundraising event attendees won’t forget. In it, we’ve collected data from over 1,000 fundraising event attendees to give you the real-life data you need to create compelling experiences with all the right details.

Access the Free Report

1. Raffle Off a Product

Find a local business to donate a gift for your raffle. It’s good exposure for that business and can be a huge incentive for your donors. Depending on your connections, you have a couple of options for product raffles:

  • Single-product raffle: If you receive a high-value donation, hold a raffle solely for this item. Tickets could cost anywhere from 10% to 20% of the retail value.
  • Multiproduct raffle: If you don’t have any high-value items, wait until you have a collection of low-value prizes for a successful raffle.

Have a handful of product donations? Make an auction basket. It could be a date night basket or a games basket (depending on your donated items).

2. Provide a Service or Experience

Instead of a tangible good, consider giving away a service or experience for your raffle. Here are a few ideas to get your creative juices flowing:

  • Haircut from a favorite stylist
  • Lunch with the mayor
  • Climbing with a guide
  • Personal chef for a night
  • Babysitter for an evening
  • Cooking class with a local chef
  • Photography lesson with a local pro

3. Help Your Supporters Get Away

Everyone loves a getaway. Offer anything from a tropical resort to a cruise to a ski vacation. You could even partner with a local hotel.

Here are some other unique getaway ideas:

  • Exclusive camping at a coveted, hard-to-get spot
  • Camper van rental and week-long itinerary
  • Upscale hotel stay outside a nearby national park
  • Weekend getaway to an amusement park
  • Hot springs and massage package at a resort

4. Offer an Exclusive Tour

You don’t need the Notre Dame Cathedral Paris or Windsor Castle in your backyard to have an unforgettable tour. Sometimes, a tour of a local restaurant, brewery, winery, or sporting center can satisfy your donor’s curiosity.

Think outside the box. Perhaps your donors would appreciate a backcountry ski tour, whitewater rafting guide, climbing expedition, backpacking trip, or geological exploration.

This is where knowing your constituents comes in handy.

5. Supply Signed Memorabilia

Do you know someone willing to donate a prized piece of signed memorabilia? Your raffle prize could be a jersey signed by LeBron James, a poster autographed by Blackpink, or a T-shirt signed by Tiger Woods. People love practically anything signed by a famous athlete or celebrity.

Ask your team members, volunteers, partners, and anyone in your network if they can locate anything. You might be surprised what cool goodies you can find.

Once you secure your exclusive memorabilia, be sure to let everyone know on social media. Marketing popular raffle items is a great way to generate engagement.

6. Assemble Gift Card Baskets

Collect gift certificates from local businesses to create a must-have gift basket. You could even get a mix of gift cards to create a themed basket. Here are a few themes to consider:

  • Restaurants
  • Gyms
  • Bakeries
  • Hotels
  • Retailers
  • Theaters
  • Pet shops
  • Florists
  • Car repair shops
  • Wine tastings

If you receive a large enough gift card donation, consider excluding it from the basket and making it a one-off grand prize.

7. Give Out Subscriptions

Subscriptions can be a fun way to turn a one-off service into a lifelong benefit for your donors. Instead of raffling off a weekend getaway to an amusement park, offer a year-long membership instead.

Another entertaining raffle idea is subscription boxes, which are a great way to feature local businesses that might not have a storefront. Research businesses near you (whether that’s your city, county, or state) that provide subscription boxes.

8. Arrange a Mentoring Opportunity

Want to have a raffle at a college or university? Consider offering a mentorship program. This could be virtual sessions with an accomplished CEO or shadowing opportunities at a local business.

The mentorship could be as simple as making a life-changing introduction, including elements like breakfast with a developer or offering invitations to exclusive networking events.

9. Reserve a Parking Space

A coveted parking space could be worth more than gold (in some places). So if your nonprofit owns parking spaces in a high-trafficked part of town, you could reserve them for lucky donors for six months or a year.

Reserved parking spots are great raffle prizes for college and high school fundraisers, especially if your donors are supportive parents or alumni.

10. Get Supporters Excited About Exclusive Concert Tickets

Do you have a big-name artist coming to a nearby venue? Purchase front-row seats (at least two) and raffle them off at your next event. Plus, if you capitalize on this opportunity early, you can get the tickets cheaper—and it doesn’t hurt to know a person or two from the band or venue.

11. Find a Local Art Piece

A local artist might love the opportunity to donate their work and build awareness for their pieces. You could also partner with one to see if they could offer personalized family portraits or custom one-of-a-kind pieces as part of a raffle.

12. Go Big with a 50/50 raffle

A 50/50 raffle is the perfect idea when you can’t find enticing product or service donations. With a 50/50 raffle, participants purchase a ticket and add their money to the pot. At the end of the event, 50% of the donations go to your organization and 50% to the lucky raffle winner.

Because the grand prize never grows too high with 50/50 raffles, reserve this idea for events with lots of attendees. That way, the bigger your event, the bigger the reward.

13. Hold an Online Raffle

You don’t need an in-person raffle to fundraise for your nonprofit—you can do everything virtually without sacrificing the experience (or the donations). Take your online raffle to the next level using a purpose-made platform like Classy Live.

With Classy Live, you can provide a full online or hybrid streaming experience. Features like live leaderboards, campaign progress, and donor activity boost engagement and fundraising to help drive more contributions to your donation site and, therefore, your cause. Plus, you can use text and email reminders to keep attendees engaged and in the know.

Attending a virtual event is much easier than in-person, especially for busy parents, students, and professionals. However, since every audience differs, experiment and see which events get more attendance and participation.

14. Hide a Golden Ticket

Want to increase the hype and tap into genuine nostalgia? Channel your inner Willy Wonka with your raffle. But instead of using stubs for raffle entry, hand out candy bars.

The twist is that one lucky candy bar has a winning ticket tucked inside. Your prize could be a product, service, getaway, or anything we mentioned above—the golden ticket aspect makes it fun and memorable for everyone involved.

Who hasn’t wished they would someday find a golden ticket slipped in their Hershey’s packaging? You can make a dream come true while raising money for your nonprofit.

15. Arrange an Adventure Day

A heart-pounding prize might be a better fit for adrenaline lovers and adventure enthusiasts among your donors. You could include adventure ideas like skydiving from dizzying heights, gliding through the canopy on a zip-line tour, or floating above the landscape in a hot-air balloon ride.

More than just a prize, an adventure experience is a chance to create lasting memories directly associated with your nonprofit while supporting a cause close to their hearts.

16. Make Over a Home

Local interior designers or landscapers might want to offer your donors the chance to win a home or garden makeover—whether it’s a chic room redesign, a cozy nook creation, or a complete garden transformation.

17. Provide Exclusive Workshops

Offer the winner a personalized workshop or series of classes relevant to your nonprofit’s cause. You might show them how to capture moments through photography, express themselves with painting, build with coding, or explore culinary delights in cooking classes.

18. Give Away a Personal Fitness Package

How about providing donors the opportunity to explore new forms of movement with an all-in-one fitness package? Partner with local businesses to offer personal training sessions, subscriptions to health and wellness apps, basic fitness equipment or apparel, and discounts on prepared meal kits.

19. Treat Your Donors to Relaxation

Whisk your lucky raffle winner away to a relaxing high-end spa resort. Treat them to massages, facials, gourmet meals, yoga sessions, meditation workshops, and hot tubs. It’s the perfect raffle prize for those needing a break from the hustle and bustle of daily life.

20. Surprise Donors with a Mystery Flight

Want to fuel your supporters’ need to be a little bit daring and spontaneous? Try a “mystery flight” ticket. You’ll plan a trip (whether to a bustling city or a tranquil beach) and only reveal the destination to your lucky winner the day before their flight departs. It’s the ideal package for the wanderlust-filled donor ready to embrace the unknown.

Bonus: Guess the Number

Guess the number adds an engagement layer to your raffle. You fill a container with anything you’d like—just ensure it’s a lot. Then, participants purchase an entry to guess how many items are in the container.

At the end of the event, you unveil the exact amount of raffle items in your container and reward the person who guessed closest to that amount. You can also add other fun layers, such as bonus rewards for thinking of the exact amount or winning a prize for guessing close to the amount.

While most participants probably have the same chance of winning a random raffle drawing, this adds excitement and a higher level of ownership.

Bring Your Raffle Ideas to Life with Classy

Regardless of your raffle idea, ensure it’s on brand and true to your organization. And with so many options available, you don’t have to force your brand to fit a raffle. Instead, shape the raffle to fit your brand.

Whether you host a local raffle or a major fundraising gala, count on Classy Live to power your in-person, virtual, and hybrid event experiences. Drive more engagement, donations, and revenue for your mission with:

  • Virtual venues: Take it all online or build the perfect hybrid experience so everyone can participate.
  • Fundraising features: Drive the energy (and the donations) with live leaderboards, campaign progress, and donation activity.
  • Remote experiences: Host breakout rooms, virtual tables, and speed networking to build deeper relationships with attendees.

You have enough on your plate—leave all the nitty-gritty details to Classy. We’ll help you build the experiences, collect donations, promote sponsors, send email and text reminders, and gain insights into your attendees’ engagement.

Schedule a demo to see for yourself how Classy Live can bring your fundraising raffle ideas to life.

Copy Editor: Ayanna Julien

A Guide to Moves Management on the Salesforce Platform

This blog was written in collaboration with Karin Tracy, VP of Marketing at Fíonta, a mission-driven Salesforce partner committed to serving nonprofits, foundations, and associations. 

Focus on the donor, not the donation amount.

That’s the idea behind moves management, a method coined and conceptualized by David Dunlop, a senior development officer at Cornell University. In practice, this process implores organizations to coordinate donor engagement and relationship-building efforts that lead to raising more funds.

Dunlap describes moves management as “changing the person’s attitude so they want to give.”

To curate an effective moves management cycle, your organization must have a system to plan, track, and report on your moves in a measurable way. This system and a comprehensive, modern tech stack can help optimize your nonprofit’s fundraising efforts, increase donor retention rates, and strengthen your relationship management skills.

That’s where Salesforce can help.

The Basics of the Moves Management Process

Moves are an organization’s actions to attract prospective donors, build relationships with each individual through donor cultivation, and advance its fundraising strategy.

There are several stages of moves management, including:

  1. Making potential donors aware: Aim to catch supporters’ eyes and educate them about your cause. Target new donors and current donors with engaging content that inspires them to support your fundraising goals.
  2. Identifying and understanding donors: Determine which donors are able and willing to give. Identify their donation levels based on past or predicted behaviors in their donor journey. Use this information to prioritize prospects and strengthen existing relationships.
  3. Qualifying top candidates based on giving behaviors: Evaluate candidates to determine which ones have the financial ability to become major donor prospects. Define how you’ll engage with qualified versus unqualified candidates and how to reserve adequate time for those with promising wealth screening markers.
  4. Making a clear ask: Ask for a set amount and clarify its intended use, as specificity is critical during outreach. For example, your nonprofit may request that a donor contribute $10,000 to cover the cost of 100 children’s school uniforms, lunches, and lodging for the year.
  5. Thanking donors every time: Follow up with thank-you messages promptly if a donor agrees to your ask. These messages should be genuine and personalized to the donor. In addition to handwritten thank-you notes and phone calls, consider creative options like swag bags with branded merchandise.
  6. Stewarding the relationship to retain donors: Keep in mind that donor stewardship goes beyond simply thanking donors after they give. To retain donors, follow up often to strengthen the relationship and learn more about them. Share updates and impact reports about the project, event, or other initiative their gifts funded.

Your nonprofit may need to cycle through these steps multiple times to nurture and preserve the relationship. For example, you should revisit the qualifying step if a donor’s financial situation changes. Donor stewardship and thanking supporters are continuous processes your organization should practice regularly to show gratitude.

How to Enable Moves Management in Salesforce for Nonprofits

Start planning your moves management process by understanding the differences between moves management in the Nonprofit Success Pack (NPSP) and the Nonprofit Cloud. Nonprofit Cloud’s unique data model allows you to conduct the process in a way that makes the most sense for your organization’s target audience.

Once you choose a model, identify the prospect details to track as you begin the planning phase. Tracking different types of information gives you a deeper understanding of your donors’ personas and their affinity for your cause.

To establish a baseline of information, track donors’:

  • Contact information: Email address, phone number, and physical address
  • Actions: Subscribing to your newsletter or volunteering at events
  • Interests: Their affinity for specific social causes or programs within your organization
  • Relationships: Family members, colleagues, and employees
  • Giving history: Average gift size, frequency, recency, and donations to peer organizations

Salesforce’s Nonprofit Cloud allows nonprofits to collect and analyze these details on a single platform. This solution offers tools for fundraising, program and case management, and more. Nonprofit Cloud seamlessly integrates with other apps and products in the Salesforce ecosystem, removing data silos and giving you a full view of all prospect data.

As of May 2024, Nonprofit Cloud will integrate with Classy’s fundraising platform. The integration will unlock nonprofits’ fundraising potential by using data-driven strategies to deliver hyperpersonalized yet scaled fundraising experiences. 

Consolidated, up-to-date, readily available donor data will help you plan your moves and optimize the process. For example, if you’re hosting a fundraising event in Chicago, you’ll know to send invitations to local donors rather than prospects living in California.

Access Fundraising Portfolio Management and Individual Donor Profiles

Within the Nonprofit Cloud, organizations can track the status of prospective major donors by leveraging the Fundraising Portfolio Management and Individual Donor Profiles tools.

Here are the basics of each tool:

  • Fundraising Portfolio Management allows you to create actionable, durable lists. Then, your organization can easily see where someone has left off in their engagement with a high-touch supporter and ensure a strategic stewardship plan is in place.
  • Individual Donor Profiles help organizations understand donors’ giving behaviors by providing insights into their financial assets and donation history. Major gift officers often find it difficult to manage all relevant donor information within their dedicated customer relationship manager (CRM) or nonprofit CRM. Individual Donor Profiles enable them to easily view, add, and update relevant information, such as life events, milestones, interests, and more.

From a moves management perspective, these tools allow organizations to identify, qualify, and cultivate relationships with potential major donors. When it’s time to solicit a major gift, your development team can reach out to the right supporter at the right time.

While the Individual Donor Profile is a great tool to leverage for moves management, there’s seldom a strategy focusing on one donor at a time.

Enter Fundraising Portfolios.

Take Advantage of Fundraising Portfolios

Fundraising Portfolios empower organizations and major gift officers to track all their relationships in one location, along with the status, priority, upcoming tasks, and more. This overview provides a view of where supporters are in their donor lifecycle and helps major gift officers identify more strategic opportunities.

In addition to these tools, Salesforce’s Nonprofit Cloud road map includes a generative AI tool to aid the proposal crafting process. While this tool is currently in a pilot phase, it has the potential to save fundraising teams a lot of time.

Instead of your key staff members spending time writing, editing, and pulling in donor data for a personalized proposal, this tool allows you to choose relevant information from your CRM to include in the proposal. This way, your staff doesn’t need to start from the beginning when they make their ask.

Set Up Automation Options

With Salesforce, you can plan each step of the moves management process as tasks with reminders. Setting up an automated process reduces the risk of overlooking a donor or forgetting a critical date. It also shows who your team members have contacted and when.

Nonprofit Cloud’s fundraising and engagement tools can automate repetitive tasks, from logging gifts to triggering personalized communications based on donors’ actions. Use your Salesforce instance to automate tasks by:

  • Setting up time-based workflow rules: Time-based workflow rules trigger actions based on an object associated with a specific date or time. For example, if you create an opportunity in Salesforce for a major gift, you could set up a time-based rule to notify you 14 days before the anticipated receipt date.
  • Using apps like Action Plans: Automate your moves management process by creating reusable task templates for each prospect. For example, you might follow up with a prospect by emailing them the day after a meeting and calling a week later. Build a task template with these actions and use it with each new prospect in your pipeline.
  • Creating guided experiences: Nonprofit Cloud gives organizations access to tools like OmniStudio, a suite of digital engagement tools that simplify and streamline complex processes like volunteer onboarding or donating. For example, FlexCards list basic information about a prospect and contain details like notes from past calls. Additionally, staff can launch guided processes relevant to the prospect directly from the FlexCard.

Automating processes with management software and building self-service options for donors saves your staff valuable time. You can rely on Salesforce to automate these workflows rather than manually scheduling each meeting or sending every message. This gives your nonprofit more time for creative tasks, like developing a prospect’s cultivation plan, and ensuring no tasks get omitted.

Consider Calendar Integration

Consider syncing your Outlook or Google calendars with Salesforce so you can plan your moves in Salesforce and have them automatically appear on your calendar. The AppExchange offers several apps that allow you to connect Salesforce and Google.

For example, if you plan or update meetings within your Outlook or Google calendars, the AppExchange apps can sync the information with Salesforce to provide a clear picture of your moves with each prospect.

Likewise, make sure your website integrates with Salesforce. Like integrating your calendar, this step ensures nothing gets omitted and consolidates data onto one platform. For example, if your nonprofit has a membership program, a website integration allows any data from member profiles to flow directly into your CRM.

Additionally, while you or your development staff meet prospects and make moves, they can use the Salesforce mobile app to update records or take notes. Enter data directly into Salesforce while on the go to save time and create new tasks or meetings without forgetting what needs to happen next.

Integrate Marketing Automation

Take your communications further and integrate your Salesforce platform with a marketing automation application or platform, like Marketing Cloud Account Engagement (formerly Pardot). Both MCAE and Marketing Cloud fully integrate with the Nonprofit Cloud.

Marketing automation allows you to deliver the right message at the right time, see how prospects interact with communications, and track which pages they view on your website. Some of the specific ways your nonprofit can use MCAE in the moves management process include:

  • Identifying promising leads and following through with timely communications
  • Using CRM data to automatically create personalized experiences for donors to nurture relationships
  • Limiting the burden of marketing efforts on staff by automating and customizing communications, which assists with cultivation and stewardship
  • Using artificial intelligence to identify the most promising prospects, time asks appropriately, and make predictions based on past behaviors

Your organization can also create automated emails and drip campaigns to build and maintain donor relationships. For example, your emails can include a call to action prompting a prospect to donate to a campaign once you’ve moved them along a nurture track.

Compared to MCAE, Marketing Cloud is a more comprehensive marketing automation solution best suited for organizations with larger budgets. Consider Marketing Cloud if your organization has more complex needs and requires significant customization options in its digital marketing tools.

Track Your Progress

Lastly, report on the progress of your overall moves management program. Tracking these metrics helps your nonprofit see which strategies resonate with supporters, require adjustment, and motivate donors to give or engage.

Using these insights, your organization can continuously experiment with new strategies and optimize its moves management process to improve results.

Standard Salesforce reporting can work in many cases, but you may need to consider apps such as Apsona Multi-Step Reporting or CRM Analytics for more complex reporting needs.

Enhance Donor Relationships with Moves Management

Maintaining strong relationships with your donors benefits your organization in the long term. Access to up-to-date, accurate data will allow your nonprofit to build deeper, more personal relationships with supporters, enhancing their giving experiences and improving their perception of your work. These relationships foster greater trust and connection between your organization and its donors, resulting in a loyal supporter base and reliable funding.

Copy Editor: Ayanna Julien

9 Tips to Elevate Your Next Fundraising Gala

Imagine sitting at a table of like-minded individuals and engaging in meaningful conversation that inspires and empowers you. It’s an evening of toasting to a fantastic organization, an opportunity to network with peers, a chance to support a great cause, and a forum for building long-lasting relationships.

Meet the fundraising gala.

This celebratory event presents an ideal opportunity to drive donations and engagement with your nonprofit. Below, we’ll explore exactly what a fundraising gala is, how it stands apart from other fundraising events, and how to make your future galas a success.

Host Your Gala with Modern Fundraising Event Software

What Is a Nonprofit Fundraising Gala?

A gala event is a popular fundraiser idea for nonprofit organizations of all sizes. Typically, they occur annually and recognize a nonprofit’s successes that year, building a case for supporters’ continued donations. They raise funds through ticket sales to the event and activities like auctions and other appeals.

Fundraising galas tend to be more formal or high-end events with components such as:

  • Keynote speakers
  • Networking opportunities
  • Black-tie attire
  • Live or silent auctions
  • Catered meals
  • Music or performances
  • Dancing
  • Event-related swag

Additionally, galas are an opportunity for attendees to:

  • Meet your team and put faces to the cause.
  • Learn about your programmatic impact and unique approach.
  • Establish an emotional connection to your mission through beneficiary stories.
  • Donate in new and creative ways.

Because gala fundraisers connect nonprofit staff members one-on-one with donors, they provide great opportunities to learn more about those donors’ commitment to the cause.

Enhance Your Gala Experience with Attendee Insights

When to Consider a Live, Online, or Hybrid Fundraising Gala Event

The COVID-19 pandemic prompted nonprofits to shift to virtual event spaces to keep communities safe. This taught many valuable lessons on communicating effectively and engaging meaningfully within that context. However, nonprofit organizations and donors are eager to return to in-person experiences.

Hosting a live, in-person fundraising gala lets you:

  • Foster impromptu conversations with donors.
  • Facilitate hands-on, memorable moments.
  • Help supporters connect.
  • Partner with local businesses for greater exposure.
  • Raise funds through various simultaneous activities.

At the same time, Classy’s Fundraising Event Experience Report found that 36% of respondents who attended a fundraising event between January 2020 and February 2022 did so from home through the event’s virtual components, and 20% of respondents participated in an in-person event that had a virtual option.

Donors may appreciate having the virtual option of a hybrid fundraising event, as it provides:

  • More flexibility in how they can attend an event
  • Greater comfort by joining from home
  • Increased participation in events they otherwise couldn’t have
  • More choices in the location from which they attend

Nonprofits can use fundraising event software like Classy Live to facilitate hybrid events that offer virtual participants options to gain the same value as in-person attendees.

Shriners Children’s leveraged a hybrid event with 750 virtual participants and 700 live attendees to celebrate 100 years since opening its first hospital. Using Classy Live, in-person attendees were checked in quickly and enjoyed a live auction and Dierks Bentley concert.

Meanwhile, virtual supporters watched a livestream of the festivities and prerecorded interviews with patient families and participated in a silent auction. The hybrid celebration raised $1.6 million.

Your Nonprofit’s Hybrid Event Toolkit

9 Tips to Host a Successful Fundraising Gala

With thoughtful planning, a fundraising gala becomes a meaningful night for attendees. Follow these tips to fill your seats with high net-worth individuals, breathe new life into your annual charity gala, and expose your nonprofit to potential lifelong supporters.

1. Focus on the Fundamentals

Attendees should focus on your cause throughout the gala event, not feel annoyed by how long the check-in process took or that refreshments ran out before they got served. To host a successful gala, get serious about event planning and be sure to:

  • Select the right venue with enough parking.
  • Provide event attendees with the information they need, including the dress code.
  • Assign specific event tasks to volunteers to ensure smooth experiences.
  • Coordinate with caterers to ensure enough food and beverages.

Aim to provide a frictionless evening for attendees so they can bask in the celebration.

With end-to-end event capabilities supporting registration, seating, check-in, checkout, texting, and paddle raises, Classy Live can simplify fundraising gala prep. Sanford Health Foundation used the platform to host its first Children’s Gala in 10 years. They saved over 80 hours of staff time and raised nearly $1.1 million.

2. Encourage Donations through Celebration

Start with your most loyal supporters when inviting donors to your event. Ask them to help champion the fundraising gala and introduce new potential donors to your cause.

Whether your gala is in person, virtual, or hybrid, frame it as a festive storytelling event. Paint a picture of your great work and encourage others to join you for the next chapter. While the gala aims to raise funds, do your best to encourage an ambiance of celebration over solicitation.

To encourage supporters to attend a formal social event with a higher ticket price, deliver on the promise of a great evening. If you serve the same four-course meal or cram your donors into sterile hotel ballrooms each year, your annual gala might lose steam (and donations).

Instead, incorporate new aspects into your yearly gala festivities to grow donations through creative, joyful experiences. Adding new aspects could be as simple as leveraging the right technology for your event. For example, with Classy Live, you might:

  • Check in guests by scanning their mobile QR codes.
  • Incorporate a text-to-donate appeal during a meaningful moment at the gala.
  • Livestream presentations and performances for online guests.
  • Host virtual tables, breakout rooms, and speed networking to facilitate more intimate attendee conversations.
  • Send event updates via text and email before, during, and after your event.
  • Leverage nonprofit auction software to build and manage auctions, mobile bidding, and paddle raises.
  • Project a fundraising thermometer on the wall during your gala for live updates.
How KC Pet Project Exceeds Gala Goal with Classy Live

3. Try a Two-Pack for Gala Tickets

How much more likely would you be to attend an event if you could bring a friend? Instead of selling individual tickets to your fundraising gala, restrict sales to two packs or offer a slightly discounted price per ticket if guests buy in doubles. This can be especially beneficial for smaller nonprofits that wish to grow a supporter base and make new connections.

A two-pack is a credible form of exposure for potential donors: the current supporter already believes in your cause and likely speaks highly of your nonprofit, and hopefully, after attending your gala, their guest will, too.

Have all attendees register for the event so you can follow up with new supporters afterward. Make a conscious effort to speak one-on-one with each guest during the event and through a personalized email or phone call following it to hear their thoughts on your work and which programs they might want to support. Creating a post-event survey is a great way to collect this information.

You’ll also want to ensure the registration process is easy for everyone. Our Fundraising Event Experience Report found that trouble registering online was the top driver for poor attendee experiences. Use event registration software for nonprofits that can customize ticketing options upfront to manage two-pack deals and simplify the process for attendees.

4. Leverage the Right Partnerships

Holding an annual gala doesn’t have to be a solo effort. Tap into existing nonprofit corporate partnerships or pitch local businesses to offset event costs, such as venue rental, centerpieces, or food. You can also ask if they’ll provide a donation match for your fundraising goal to encourage attendee donations.

Know your partner’s specific initiatives and focus on those that align with your organization’s work. Choose vendors and partners that align with your mission to further weave your story and cause into every aspect of your event. For example, a homeless shelter may look to partner with a local grocery store. This alignment also increases the likelihood of partners supporting your event year after year.

When pitching partners, share statistics about your organization, its impact, and donor profiles to show their potential audience reach. Additionally, detail the benefits your corporate partner will receive, such as:

  • Inclusion in your programs
  • Recognition on your nonprofit’s website and event page
  • Ability to put branded merchandise in attendees’ swag bags
  • Opportunities to speak at your event

To identify and connect with potential sponsors:

  • Consider your year-round presence on LinkedIn: Spark fruitful conversations ahead of your gala planning by building thought leadership content on LinkedIn.
  • Leverage personal relationships: Ask board members and staff for contacts they have at corporations that would be a good fit for your nonprofit.
  • Create sponsorship levels: Tie different partner benefits to each level. Clearly demonstrate how supporting your gala could elevate the partner’s status. We recommend starting by finding the right corporate giving platform.
  • Write a solid pitch letter: Keep it succinct, about one page. Mention personal connections to the company and note distinguished individuals attending your gala.
  • Follow up: Don’t hesitate to follow up with potential sponsors if they don’t respond to your initial outreach after about a week.
How Peleton4Parkinson’s Raised 29% More with Classy Live

5. Present a Video During Your Fundraising Gala

Hiring an industry expert or a celebrity to speak at your gala can raise your event’s cost exponentially. Additionally, speakers have risks—some talk longer than planned or don’t prepare.

After their speech comes “the ask” for donations, but this appeal is only effective if they’ve engaged and inspired guests by talking about your cause and impact in a way that resonates.

Instead, to avoid these potential pitfalls, present a video about your nonprofit that captures the audience’s attention with a compelling story. This video can include:

  • Testimonies from those your organization has impacted
  • Volunteers who have supported your efforts
  • Major sponsors who have helped fund your cause

A short, professional video for a corporation costs an average of $5,000 to $20,000. However, some production companies may offer discounts or donate their services to your nonprofit. You can also check if anyone on your board or staff does videography or if they have connections to someone who does.

Playing a video instead of having a speaker ensures you stick to the schedule and honor attendees’ attention span and time. Additionally, you can livestream this video to virtual attendees with the same quality.

King County Sexual Assault Resource Center incorporated video into its hybrid 34th annual BE LOUD Breakfast gala in Seattle. High-quality livestreams inspired attendees with stories of hope and recovery from the organization’s Empowered Voices program.

6. Engage Younger Demographics through a Nontraditional Gala

Depending on your organization’s cause, size, and years in operation, your supporter base may include different generations of donors. The more you cater your event to each group, the more likely they’ll engage with your initiatives.

Young donors might not be as motivated to come to “old-school” galas as their parents. In fact, younger donors might even express concern over dressing up in their finest garb for a fancy gala dinner when the cause supports families facing food insecurity, for example.

Millennial and Gen Z donors care less about what you serve at dinner and more about your organization’s impact. Opt for a nontraditional approach to attract the next generation of donors or hold a different type of event entirely.

For example, a donor to a health organization may prefer a site tour with researchers or meeting patients. Meanwhile, a supporter of an environmental nonprofit organization might want to get out in the field and see your work firsthand.

Get a Breakdown of Generational Giving Preferences

7. Pivot Your Gala to a Virtual or Hybrid Space

If you can’t host an in-person gala dinner due to public health concerns or budgetary constraints, consider hosting a virtual or hybrid fundraiser. Virtual galas are great for tighter budgets because you don’t have to worry about the higher costs associated with in-person amenities, such as venue, food, and printed materials. This also allows more people to join your gala, as supporters don’t have to be local or travel to get to your event.

Classy Live offers nonprofits an easy-to-use virtual event platform to drive donations. More specifically, Classy Live allows you to:

  • Livestream content.
  • Organize a silent auction with mobile bidding.
  • Manage the ticketing process with ease.
  • Create a promotional strategy with discount codes to drive registrations.
  • Offer unique ticket types for different attendee segments.
  • Encourage one-time or recurring donations.
  • Access event health metrics quickly.
  • Dive into robust reporting to create personalized engagement strategies for participants.

Faith In Practice used Classy Live for its annual fundraising gala, bringing together 316 in-person attendees and 62 virtual attendees to exceed its fundraising goal by $146,000 for a total of $946,000.

Our Fundraising Event Experience Report found that 96% of virtual attendees reported having a good or excellent experience with an event, while 85% of in-person attendees reported the same. Your virtual fundraising gala has the potential to offer an even higher satisfaction rating for supporters, in addition to other benefits.

8. Brainstorm Gala Fundraising Ideas

Start your gala with a clear fundraising goal. Present supporters with a specific ask they can visualize. For example, an animal shelter may need $50,000 to construct an improved dog play area. From there, frame all subsequent appeals as supporting that overall goal.

Ticket sales for your gala are the first way to fundraise for your nonprofit’s goal, letting you start the event with progress already made on your fundraising thermometer. To drive additional support, brainstorm other gala fundraising ideas that can increase donations to your cause during the event, such as:

  • A gift shop: Set up a shop with unique items to take home, even if attendees already get free swag for joining. These could be nice fleeces or glassware with your logo or locally made items from your partners, such as scented candles or framed art.
  • Raffle tickets: Sell raffle tickets at your gala for the chance to win unique raffle items donated by your partners, such as gift certificates to local restaurants or a case of wine.
  • live auction: Incorporate the playful thrill of a live auction with auction items that tell your nonprofit’s story. For example, an art school could auction off students’ work.
  • QR codes: Incorporate QR codes linked to donation forms on event handouts or decorations to encourage participants to use their mobile devices for online fundraising.

Always balance donation-focused activities with those attendees can do just for fun. With some planning, these elements become chances to surpass your gala’s fundraising goals while reiterating your story and cause.

Runway for Recovery, a nonprofit organization that raises funds for people diagnosed with breast cancer and their loved ones, incorporates a fun and festive fashion show into its annual event by leveraging Classy Live. The nonprofit raised $375,000 at one event alone, surpassing its annual fundraising goal by $25,000.

9. Get Creative with a Gala Fundraising Theme

Choosing an event theme for your gala can increase excitement for your big night. It allows attendees to get creative and step out of the day-to-day routine.

There are many popular gala ideas to choose from, such as:

  • Masquerade
  • Casino night
  • Live from New York
  • Decades (for example, “Roaring ‘20s” or “Flower Power ‘60s”)
  • Winter Wonderland
  • Ugly sweaters
  • Black-and-white ball

Additionally, think about how a gala theme might connect to your nonprofit’s work. For example, an animal shelter might have a pet-themed gala, or a children’s after-school program might have a “color the walls” art-themed gala.

Organize a Nonprofit Fundraising Gala to Connect with Donors

Now that we’ve got your creativity flowing, it’s time to start planning. The first step is understanding your donors and tailoring your event to their needs, preferences, and personalities.

Let them guide your decision-making and inspire your agenda. Maybe your fundraising gala is a formal event with a classic dinner. Perhaps, instead, you take donors on a hike-in picnic to show the importance of trail preservation.

Building strong, meaningful relationships through strategic donor stewardship starts with shared personal experiences. By listening to your donors, you create opportunities to engage with them in gala events and beyond, and when you do, they’ll engage with you, too.

Copy Editor: Ayanna Julien

A Single Source of Truth: How Your CRM and Data Warehouse Work Together

This blog was written in collaboration with Spence Perry, Senior Data Scientist at Classy.

Our Data Science and Analytics team launched this blog series with a post describing how to combat siloed, ungoverned, and inconsistently transformed data with a modern data stack. We also addressed the possibilities organizations can unlock by streamlining data pipelines with a buy vs. build approach.

This post will explore how organizations must unite disparate business objects through careful processing, transformation, and dissemination to harness the full power of data. By integrating a customer relationship manager (CRM) and a data warehouse, organizations can gain insights into past events, execute data-informed plans today, and make educated predictions for the future.

One Source to Rule Them All

Zooming out to look at the broader picture, data plays a crucial role across various aspects, including decision-making, strategy formulation, operations, and customer engagement. Across all organizations, we typically see two fundamental data needs:

  • Analytical: Stakeholders and analysts require reports that offer retrospective insights into the organization’s performance. For example, executives or board members may seek data on funds raised, volunteer engagement, or the number of individuals served.
  • Operational: Organizations seek to leverage real-time data about the current status of a business object to make immediate decisions. For example, an events team might use this data to email individuals who have not yet registered for a volunteer opportunity, notifying them that there are only two days remaining to sign up.

In an ideal world, these two types of data would always be perfectly in sync. The 1,000 new supporters your communications team messaged in the tri-state area would be the same 1,000 supporters your analysts surfaced in your trusty daily dashboard.

Yet, there’s a chasm’s worth of room for discrepancy, for reasons we’ll delve into later.

The result: Several sources of truth and opportunities for error exist. However, there’s hope for data teams willing to make strategic compromises.

Bridging the Gap: Integrating CRM and Data Warehousing for Optimal Results

As an organization scales and matures, it accumulates more data, including data from sources the organization cannot anticipate today. Inevitably, there will be a natural urge to centralize and streamline this information.

A CRM might seem like a logical place to store all of donor data. CRMs have become a well-established staple of fundraising, feeling like home for teammates who interact with your constituents the most. But as the needs and complexities of an organization grow over time, a data warehouse—with its connectivity, composability, and raw computational power—might be the missing puzzle piece your organization needs to level up its data maturity.

In isolation, a CRM and data warehouse can both be useful. But together—by combining the accessibility of a CRM and the muscle of a data warehouse—the two are unstoppable.

CRM

A CRM typically holds all the information for your donors, supporters, volunteers, and partners.

For example, CRMs provide the current state of constituents connected through different relationship-based identities or hierarchies. In practical terms, these relationships are useful when you want to find out the marital status of two supporters or if a longtime donor works at a private foundation.

An organization can also use a CRM to build segments and lists for campaigns with electronic and physical mailers or turf-cutting for door-knocking campaigns. A fundraiser might drop in notes on a prospective donor based on recent interactions they had or an event they attended.

CRMs also typically offer lightweight reporting capabilities and a rich suite of third-party integrations and/or easily accessible APIs/webhooks to interact with data. Regarding the operations-analytics spectrum we discussed earlier, a CRM is a hybrid.

CRM Limitations: Managing Data Beyond the System’s Reach

Despite this functionality, a CRM can fall short of fulfilling all of an organization’s data needs. Not every data source an organization wants can (or should) get imported into a CRM.

For example, consider data about grant proposals, promotional gear, or financial investments. Even if the information gets imported into a CRM, there are plenty of opportunities for error. Every time new data gets manually entered, there’s a potential for dirty data. Any time an organization moves or enters data, regardless of whether the process is automated or manual, there’s still the potential for fresh data to become stale.

What does this look like in practical terms?

Imagine trying to send a targeted email to lapsed donors with messaging alluding to a lack of giving. But it looks like some recent donors also got the message. The cost of sending a single email might be less than a penny. But the cost of alienating the wrong donor might be thousands of dollars.

While none of these problems are unique to CRMs, a more robust approach may offer a data team more strategies for monitoring and managing disparate sources.

Data Warehouse

The second data repository an organization may use within its data infrastructure is a data warehouse. A data warehouse is the landing zone for your most important data sources, including the data from your CRM.

Through a process known as ETL/ELT (extract, load, and transform), data from your online fundraising software, CRM, and other sources get loaded into a data warehouse (often in batches). It’s then refined, enriched, and transformed by a data team.

Centralizing raw data frees a data team from source data constraints, creating endless possibilities. After transforming the data, organizations can easily share insights from the data warehouse across various platforms, including business intelligence tools like HubSpot.

Tools to Navigate Data Complexity

Access to all that power might even feel a little dangerous at times. In The Data Warehouse Toolkit, Ralph Kimball and Margy Ross liken a data warehouse to a restaurant. Kimball and Ross list efficiency, consistency, and integrity as top priorities for this proverbial eatery.

For example, at any restaurant, there’s usually a clear line separating the dining room and the kitchen. The patrons (or business stakeholders) sit in the dining room while the professionals are hard at work in the kitchen. Chefs in the kitchen pick the finest, freshest ingredients (or, in our case, raw data) and use sharp knives and hot surfaces (or, in our case, powerful SQL queries) that could prove to be dangerous in the hands of a patron.

Through this separation, the professionals and their customers enjoy a level of quality that matches (or even exceeds) their expectations.

In the realm of a modern data stack, a plethora of tools stand ready to bolster data operations as teams navigate the complexities of data management:

  • Orchestration tools facilitate the automated transfer of data to a central repository.
  • Version-control transformation tools enable data teams to manipulate data consistently.
  • Monitoring tools scrutinize data for irregularities continuously.

With a few clicks, these tools support and automate processes, ensuring satisfaction among team members and allowing data professionals to rest easy.

Combining the Best of Both Worlds

Earlier, we mentioned that CRM data is a potential source that we can ingest into our data warehouse. While a one-way flow of information is useful for getting customer data into a data warehouse, wouldn’t it be great to leverage those transformed data from our data warehouse inside a CRM?

Reverse ETL takes finely curated and transformed data and transports it back into a source system. Not only can this data land in a CRM, but you could also transport transformed data to an ad platform or leverage it inside an e-commerce tool for an organization’s branded e-store.

Insights Unlocked through a Fully Unified Warehouse

With a fully integrated data platform, you can cook up insights that go beyond a single business object or family of business objects and tie your organization’s work together. Here are some examples of reporting, monitoring, and targeting capabilities that stakeholders might unlock with the right setup:

Business Intelligence

Examples of reporting, monitoring, and targeting capabilities that stakeholders can unlock with an integrated data stack

Operational Intelligence

Examples of reporting, monitoring, and targeting capabilities that stakeholders can unlock with an integrated data stack

Unified Insights

A data warehouse divided cannot stand, and a data-fueled organization needs to be able to leverage all available angles of analysis.

Bringing those different business objects together requires careful processing, transformation, and dissemination to be useful to business stakeholders in your organization. Only through the combined power of a CRM and a data warehouse can an organization be in a strong position to understand what happened yesterday, execute a data-informed operational plan flawlessly today, and perhaps even make educated guesses about what will happen tomorrow.

Copy Editor: Ayanna Julien

TikTok vs. Google: Navigating the Future of Search for Nonprofits

This blog was written in collaboration with Maria Sadusky, Marketing Specialist at Community Boost. Maria brings a wealth of experience in social media strategy, content creation, and campaign management, along with a deep passion for helping businesses expand their online presence.

In a rapidly evolving digital marketing landscape, the battle for online discoverability has taken a fascinating turn, particularly for nonprofits seeking to maximize their visibility. The conversation around TikTok vs. Google isn’t just a comparison of platforms. It explores shifting paradigms in how people seek and consume information.

As TikTok continues to rise as a formidable player in the search engine domain, nonprofits have a unique opportunity to rethink their digital advertising and marketing strategies to enhance discoverability and engagement.

The Emergence of TikTok as a Search Engine

TikTok isn’t just for fun, short-form videos anymore—it’s quickly becoming the go-to spot for finding information on almost anything, especially among young people.

Here’s something that might surprise you: a whopping 74% of Gen Z TikTok users leverage its search functionality. More telling, over half of this younger audience—51%, to be exact—prefer TikTok’s search engine over Google. This is a big deal, showcasing TikTok’s rising popularity as a primary source of information with a strong user experience.

Not only are searches happening on TikTok’s social platform, but Google’s search experience is also changing. Have you noticed that Google’s new search generative experience displays an AI-driven summary response to particular queries? This experience pushes organic results further down the Google search results page, potentially making it more challenging for people to find your nonprofit’s website and related information.

Given the evolving search landscape, nonprofits must consider adapting their strategies to optimize for discoverability. TikTok isn’t just another social media platform—it’s becoming a must-do to keep up with how people find and engage with content.

TikTok SEO: A Strategy for Nonprofit Visibility

As TikTok’s influence in the search engine realm grows, so does the importance of TikTok SEO. By optimizing content for discoverability on the platform, nonprofit organizations can ensure their visibility and accessibility to users searching for topics relevant to their missions.

This strategy isn’t just about getting found. It’s about engaging with an audience actively seeking information and ready to support causes that resonate with them.

What is TikTok’s For You Page?

TikTok differs from traditional search engines, as you don’t just optimize for users searching for a particular set of keywords. Instead, you optimize content for users’ For You Page (FYP), which is how most users find new video content.

The FYP is the initial screen you encounter when opening the app. It provides a curated feed featuring videos from creators you may not follow. TikTok’s algorithm selects these videos based on your interests and previous interactions, aiming to present content it believes you’ll enjoy.

Understanding and excelling at TikTok SEO is critical to landing on users’ FYP. This involves using relevant keywords in captions, selecting trending hashtags carefully, engaging with popular topics and sounds in real time, and monitoring the platform’s algorithm. Optimizing your profile with a clear bio and links is also crucial.

Consider the following tips:

  • Incorporate relevant keywords: Ensure your video descriptions on TikTok contain relevant keywords to enhance discoverability. However, avoid excessive keyword stuffing. Prioritize authenticity to align with the platform’s ethos.
  • Identify trending hashtags: Utilize TikTok’s Creative Center to discover trending content easily. Explore trending hashtags to amplify your video’s reach and identify related topics and accounts that align with your content.
  • Play to the algorithm: Align your content creation with TikTok’s algorithm to maximize visibility and engagement. Start by utilizing trending sounds and posting frequently (ideally, every weekday).

Dive into Community Boost’s comprehensive guide to fundraising on TikTok for more guidance on where to start optimizing for TikTok search.

Google and TikTok: An Unprecedented Partnership

Recent developments have seen TikTok and Google exploring a groundbreaking partnership to merge Google search capabilities with TikTok’s dynamic content stream. This collaboration signifies a potential shift in how search results get presented and consumed, blending traditional search engine results with engaging, user-generated content.

It also presents an exciting opportunity for nonprofits to leverage both platforms’ strengths, ensuring their causes are visible where their audience is most active.

Maximize Your Marketing, Optimize for Discoverability

The TikTok vs. Google discourse highlights an evolving search landscape where visibility is no longer confined to traditional search engines. For nonprofits, understanding and adapting to this shift is crucial for future-proofing their digital marketing strategies.

By embracing TikTok’s growing role as a search engine and leveraging its SEO potential, nonprofits can enhance their discoverability, connect with a broader audience, and amplify their impact in the digital age.

As we navigate these changes, the imperative for nonprofits is clear: Integrate TikTok into your digital marketing strategy to ensure your message is easily found, shared, and understood. With TikTok’s expanding influence and the potential for deeper integration with Google search, the time to act is now.

Copy Editor: Ayanna Julien

Maximizing the Impact of Your Nonprofit Email Marketing Campaigns

This blog was written in collaboration with Evan Arcoria, Senior Digital Strategist at RKD Group.

There are 4 billion daily email users across the globe, making email an excellent place for nonprofit organizations to reach a broad donor audience.

The challenge is that it feels like we receive about 4 billion emails daily in our inboxes.

Understanding key email metrics is essential for engaging your audience effectively and achieving a strong return on investment. In this post, we’ll explore how to identify the factors behind email traffic fluctuations and optimize your email marketing strategy for future success.

Fundraising Email Metrics Explained

Let’s begin with a brief overview of various email marketing metrics nonprofits should report on and what each means.

  • Delivery rate: The percentage of emails delivered to the recipient’s inbox.
  • Bounce rate: The percentage of email addresses/recipients that didn’t receive the email because their email server returned it. These can come in the form of hard or soft bounces (more on this later).
  • Open rate: The percentage of recipients who opened the email.
  • Click-through rate (CTR): The percentage of recipients who clicked a link in the email relative to the number of emails delivered.
  • Click-to-open rate (CTOR): The percentage of recipients who clicked a link in the email relative to the number of emails opened.
  • Unsubscribe rate: The percentage of recipients who unsubscribed from the email.
  • Spam complaint rate: The number or percentage of recipients who marked and/or reported the email as spam.
  • Conversion rate: The percentage of recipients who completed a goal or call to action (CTA) from your email (such as donations, survey responses, or registrations).
  • Revenue per 1,000 emails delivered: The total revenue collected, measured against the quantity of emails delivered to recipients.

Where Should I Start?

Enhancing your grasp of email metrics allows you to track trends in your nonprofit marketing efforts more effectively and inform your future fundraising campaigns more strategically.

Step 1: Deliverability

Although it’s tempting to dive directly into email engagement metrics like email open rate, new email subscribers, and CTR, ensuring your emails land in inboxes is the best place to begin. Let’s start there.

If your delivery rate starts to drop, here are some areas to focus on:

  • Spam: Is your email ending up in spam folders? Learn how to avoid this before pressing send. Spam checks are easy, and plenty of free email marketing tools, like Mail Tester, can help ensure your emails won’t get flagged.
  • Soft bounces: Soft bounces are temporary failed-to-deliver incidents and can be as simple as a full mailbox or a recipient turned on a vacation responder.
  • Hard bounces: Hard bounces are worse, and you should record them. Often, the email isn’t a real address or the email server blocked you from delivery.
Pro Tip
Most email platforms don’t offer a safety net to remove bounce addresses before sending, so ensure you select valuable contacts.

Be proactive and monitor both types of bounces closely. Soft bounces can become hard bounces if not addressed, and hard bounces, especially if they increase suddenly, may require effort to rebuild trust with the email service provider.

Ultimately, too many bounces will impact delivery, so lower your bounce counts for a higher inbox delivery rate and higher overall opportunity of reach.

Bounce issues can happen to even the best email program. So if you see high bounce rates, here are some action items:

  • Inspect your email list for invalid or faulty email addresses, which are more common if you’ve purchased cold lists (which we don’t recommend).
  • Leverage third-party tools like ZeroBounce to help clean up your database and remove invalid email addresses.
  • Keep an eye on your email domains and IP addresses using third-party tools like Google Postmaster Tools and MxToolbox. This helps ensure you’re not on any email blocklists and your spam score stays low.
  • Collaborate with your email marketing platform representative to troubleshoot any issues.
  • Clean your email list regularly by removing hard bounces and running spam checks.

Together, these email marketing best practices can greatly benefit your engagement metrics.

Step 2: Engagement

Don’t spend too much time fretting over your open rate. It’s not always the most accurate measurement since email services like Apple scan delivered messages, which inflates open counts.

Open rates can be helpful when analyzed over short periods, such as week to week or month to month, to track immediate changes. However, analyzing open rates over the years can provide insight into long-term trends, especially when there are no significant changes in other factors like switching your email marketing software or adopting a new style of email subject lines.

Pro Tip
CTOR comes from the open rate, so it may not provide as much valuable insight as other metrics not dependent on the open rate.

So which metrics matter for email engagement? Let’s talk about clicks and CTR.

Analyze Clicks and Click-through Rate

To determine how effective your emails are at driving traffic to your website, pay attention to two main metrics: CTR and the total number of clicks. Here’s the process:

  • Set up Urchin Tracking Modules (UTMs): First, ensure you can track links within emails using UTMs or other tracking modules to capture your email site traffic. Tracking links allow granular tracking, enabling you to monitor each unique link within an email.
  • Check your email links: Next, review your links to ensure you’ve correctly formatted the UTM parameters included for Google Analytics tracking. Setting them up incorrectly, such as using the wrong source, could result in unexpected traffic fluctuations on your website.
  • Identify low-performing emails: Then, check the email performance report through your email marketing platform for any emails sent out during the period where the traffic fluctuation occurred. Identify any emails with an abnormal CTR.

Identify Email Variants

Once you determine the outliers (emails with an abnormal CTR), you can go deeper to determine what element of your emails may have impacted engagement. Here are some areas to check:

  • Audience: Did you target a new audience segment or combine segments for your email?
  • Email content: Did you promote new content in your emails, like upcoming events or webinars?
  • Email template: Were any emails sent during this time using a different email template than you typically use? Did you use an HTML template or a plaintext template? Using a different email template can affect click engagement for different reasons, like:
    • Your audience reacted positively to your new email design and may have engaged more.
    • Your audience reacted negatively because they didn’t recognize the email in the new design and chose to ignore it (or worse, they unsubscribed).
  • Email length: Did you notice shorter or longer emails than usual? In 2022, people’s average time viewing an email was less than 10 seconds. Therefore, it’s crucial to test different lengths to determine your audience’s preferences, allowing them to quickly understand the CTA. Some audiences prefer longer emails, while others prefer shorter ones. Finding a balance can be challenging, so consider using a layout that caters to different reading styles—whether they prefer to read thoroughly, skim, or get the gist of the content quickly.
  • Send day and time: When did you send the email, and does the send day and time differ from when you typically send emails? Finding your best send day takes a lot of testing, and you may see minimal insight to act upon. So when possible, and if your platform allows, leverage some assisted send-time tools to help gauge when recipients are more likely to click, but don’t lose any sleep over this. (Note: Take note of events like Amazon’s Prime Day and consider pausing your emails unless you’re confident you can get through the commercial brand message noise.)

Set Up Thorough A/B Testing

Once you’ve determined what aspect of your email may have influenced any changes in your click engagement and landing page traffic, utilize those findings to optimize future email series. Simply avoid what may have led to a dip in engagement or attempt to confirm positive results through A/B testing.

An A/B test is a good approach—better than not testing at all. However, correctly setting up your email A/B test is important to get significant results.

Here are some best practices to keep in mind when setting up your email A/B test:

  • Outline the variables you’re testing and the expected results.
  • Use sample size calculators to determine the test’s sample size based on the baseline rate you’re testing instead of choosing a random percentage.
  • Be intentional about the variations you test. Testing too many variations that aren’t significantly different can muddy your results. Sometimes, less is more.

If there were no email outliers, and none of the emails sent during that period had any major changes listed above, you may be looking at more of a technical issue. Refer to some of the deliverability issues listed above and how to troubleshoot.

Measuring Conversion and Value

Now, let’s delve into some advanced email metrics that can elevate your understanding of email responses more strategically. We’re referring to metrics like gift/click conversion rate and revenue per 1,000 delivered, which are crucial for tracking email direct responses.

Conversion rate is an ideal metric for comparing the performance of one email against another. You can also apply this metric to survey responses, ticket registrations, or other actions you want to track. However, focusing solely on clicks, gifts, and revenue can sometimes blur the results, making it difficult to determine which email performed better.

Still, by tracking the gift/click conversion rate, you can uncover your audience’s preferences for certain offers, such as how they respond to a matched donation campaign versus a nonmatched one. This metric is also useful for analyzing how different links within the same email perform against each other, helping you determine the value of the link layout.

Revenue per 1,000 emails delivered is another great metric to assess audience value. Remember that an email’s offer influences this metric, but it’s great for helping to compare across industries and benchmarks (and against yourself). It’s also powerful in helping to assign value to an audience.

Use revenue per 1,000 delivered with an audience gift/click conversion rate to plan, budget, and anticipate how your emails will respond. Tracking your email content variations with both of these can help you sift through a lot of noise and uncover the drivers in your response messages.

Bring It All Together

Consistent reporting is the key to success in effective email marketing. By monitoring your performance regularly, you can quickly identify any fluctuations in traffic and take corrective action. Whether adjusting your content strategy or refining your targeting to inspire more potential donors, having access to timely and accurate data is essential for optimizing your email campaigns.

In addition to monitoring your metrics, it’s critical to maintain open communication with your email marketing platform representative. They can provide valuable insights and guidance on addressing any technical issues that may arise. By working closely with your rep, you can ensure your email campaigns run smoothly and reach your target audience effectively.

Copy Editor: Ayanna Julien

Matching Gift Marketing: Social Strategies and Templates to Fuel Your Fundraising Campaigns

This blog was written in collaboration with the team at Double the Donation, an online donation matching tool built to amplify nonprofit fundraising.

Matching gift marketing tends to fall by the wayside for many nonprofit organizations for multiple reasons. Some lack the time and resources to pursue gift matches from donors, the personnel available to perform manual outreach, or an understanding of the giving programs themselves.

Because of this, billions of dollars in matching gift funds go unclaimed every year. As partners, Classy and Double the Donation strive to change that⁠⁠—because with a well-thought-out strategy, matching gift revenue offers an efficient path to achieve your online fundraising goals and fuel your meaningful work.

That’s why we’re sharing some of our top tips and strategies for driving matching donations with your social media audience. We’ll cover:

  • The value of smart social media marketing for matching gifts
  • How to promote matching gifts on social media (effectively!)
  • Selecting the right social media platforms for your cause
  • Free templates to power your matching gift marketing efforts

Jump in to take a closer look at our top-recommended tips for growing your organization’s matching gifts strategy.

The Value of Smart Social Media Marketing for Matching Gifts

Matching gifts are one of the most widely available forms of corporate philanthropy, with more than 26 million individuals working for companies that offer the programs.

However, one Double the Donation study found that only 19% of companies supply adequate matching gift information in their team handbook materials or websites. This results in a lack of awareness among eligible employees (78% of individuals have no idea if their employer matches gifts) and unsubmitted matches left on the table.

Still, we know there’s a positive correlation between matching gift knowledge and completed requests. Once donors know their eligibility, they’re highly motivated to take action on your behalf. Fortunately, marketing matching gifts on social media is a low-cost, high-return initiative to explore.

Increasingly, donors⁠—especially those in the younger demographic, like Gen Z⁠—are engaging with the organizations they support beyond the donation. Classy’s Why America Gives report revealed that 55% of donors are as or more likely to connect with their favorite causes on social media. Pursuing a matching gift after getting inspired by a social media post allows them to strengthen their bond with your nonprofit and participate in a revenue-generating corporate giving program on your behalf.

How to Promote Matching Gifts on Social Media (Effectively!)

Social media is ripe with opportunities to reach and educate supporters⁠—who likely spend much of their time on the platforms already⁠—about matching gift eligibility. Still, it’s crucial to develop a strategic marketing plan that empowers your team to grab your audience’s attention and inspire the next actions.

1. Incorporate Strong, Relevant, and Attention-Grabbing Visuals

Visuals are essential in capturing and retaining your audience’s attention in the virtual realm⁠. (Hint: This is especially critical on image- and video-based social media platforms like Instagram and TikTok, respectively.)

We recommend prioritizing match-related imagery to help illustrate the concept and impact of matching gifts. Take a look at these examples:

Examples of match-related images for your marketing campaign

No graphic design team? No problem. Use online design tools like Canva to create visually appealing graphics with the platform’s intuitive drag-and-drop functionality⁠—even without much experience.

Pro Tip: Adobe also offers a free version of its Express Premium Plan tools for registered nonprofits. Continue reading to access our premade social media templates and customize your organization’s graphics.

2. Switch Up the Types of Matching Gift Content You Share

Varying the kinds of posts your team shares on social media is essential for maximizing engagement. Not only do different content formats appeal to different segments of your audience, but they also allow you to continue captivating and inspiring your long-time supporters.

When promoting matching gifts, consider:

  • Providing an overview of how the programs work with helpful tips or a step-by-step guide
  • Spotlighting testimonial videos or quotes from previous matching gift donors
  • Telling positive impact stories that illustrate the real value matches have on your cause
  • Sharing statistics about matching gifts that effectively illustrate the opportunity
  • Highlighting examples of well-known companies that match employee-giving donations
  • Producing short, easily digestible videos that explain the benefits of matching gifts and how an individual can get involved

Additionally, utilizing various media types⁠—such as text, photos, video clips, infographics, and more⁠—diversifies your followers’ social media feed and enhances post performance.

3. Put the Social in Social Media by Encouraging User Interaction

Foster interpersonal engagement and active participation among your audience by leaning heavily into the social aspect of social media promotion.

Consider implementing these community-focused strategies in your marketing plan:

  • Ask questions and encourage your audience to share their thoughts and responses. For example, you might share a poll or true-or-false quiz inquiring whether your followers are aware of the matching gift opportunities at their workplaces.
  • Monitor your channels regularly and respond promptly to any questions or comments your audience might have regarding matching gifts. Then, provide additional information or resources to assist as needed.
  • Encourage user-generated content (UGC) by nudging donors to create or share photos, videos, or stories about their matching gift experiences. Be sure to interact with UGC to demonstrate ongoing participation and engagement.
  • Host live Q&A sessions through organized events like webinars or other livestreaming sessions on your social media channels. Invite your audience to attend for real-time information and support on participating in matching gift programs.

By implementing these strategies, your team can leverage social proof and community-building efforts to market matching gifts on social media. Consequently, you can expect increased program awareness and participation in the online donation process.

4. Develop a Detailed Matching Gift Content Calendar

As a nonprofit fundraiser or digital marketer, your content calendar is a vital tool for informing and guiding your social media strategy. The more detailed your content plan, the simpler it’ll be for your team to consistently plan and promote matching gift opportunities across your social media channels.

Take a look at the example below:

Matching gift marketing calendar for social media

This sample content calendar:

  • Categorizes upcoming posts by platform
  • Considers optimal timing for each one
  • Incorporates a range of content and media types
  • Provides an opportunity to draft and store captions and other related text

You can also explore broader research and trends to gain insight into social media best practices and recommendations. For example, studies indicate that an ideal timeline includes posting:

  • 1-2 times per day on Facebook
  • 3-5 times per week on Instagram
  • 2 times per day to Instagram Stories
  • 1-2 times per day on LinkedIn
  • 3-5 times per week on TikTok
  • 2-3 times per day on Twitter/X

With this in mind, aim for one of four fundraising-related posts to center on matching gifts. Use these averages to establish an optimal posting schedule, monitoring engagement and performance to continue refining your strategy as necessary. That might mean sharing matching gift content once a week on Facebook and every other week on LinkedIn.

5. Simplify Gift-Matching Calls to Action to Minimize Friction

An optimized social media strategy should involve clear and specific calls to action (CTAs). Social media is great for inspiring supporters and overviewing matching gift topics, but for more in-depth coverage, it’s wise to link to additional educational resources.

Pro Tip: Consider a link-in-bio tool for platforms like Instagram and TikTok that don’t allow clickable links within posts.

With matching gifts, an effective CTA will generally direct users to a donation form or donation page on your site. So as you craft your plan, aim to reduce friction in the user experience while encouraging supporters to initiate the matching gift process.

That likely means optimizing your website for matching gifts before launching your social media marketing campaign. If you haven’t already, build or refresh your dedicated matching gift page with ample information to guide donors’ matches to completion. This should include a database search tool, like Double the Donation, to supply donors with company-specific forms, guidelines, and instructions for the best results.

Matching gift search tool

Meanwhile, Classy users can activate 360MatchPro on the back end of their donation tools. You can uncover match-eligible donations directly within the giving process and follow up with personalized next steps. This matching gift software significantly boosts the number of match-eligible donors who complete their matches after you’ve inspired them to act with a social post.

Selecting the Right Social Media Platforms for Your Cause

There’s an ever-growing number of social media platforms to choose from as you develop your nonprofit’s marketing strategy. Selecting the right medium(s) is essential for reaching and engaging with your target audience. So how do you know which channels to focus your time and energy on?

We suggest taking a multiplatform approach, which allows your team to diversify its strategy. Not to mention, you can engage with multiple audience segments effectively by recycling and repurposing content from one site to the next.

Consider this breakdown of five top platforms, including their unique advantages and tailored practices for successful social marketing.

Facebook

Facebook is the world’s most-used social media site, a versatile platform that empowers organizations to reach a broad audience of donors, volunteers, and other supporters. To effectively market matching gifts on Facebook, nonprofit fundraisers should engage with their followers using a combination of text, images, videos, links, and more.

This might involve sharing impactful stories, hosting live events or Q&A sessions, and utilizing polls and other interactive elements.

Best time to post: Tuesday from 10 a.m. to 4 p.m.

LinkedIn

LinkedIn’s business and employment-focused social media site is another leading platform for nonprofits looking to promote matching gifts online. Its professional user base and emphasis on networking and career development make it a perfect fit for connecting with donors, sharing matching gift information, encouraging followers to determine their eligibility, and even collecting employer insights.

To effectively market matching gifts on LinkedIn, nonprofits should cater their posts to a professional audience, creating informative content for individual donors, matching gift companies, potential corporate partnerships, and other organizations. Fundraisers can also utilize the platform’s Articles feature to share longer-form educational content.

Best time to post: Tuesday and Wednesday from 8 a.m. to 2 p.m.

Instagram

Instagram is a highly visual social platform that allows nonprofits to connect with supporters, demonstrate their fundraising and mission impact, and inspire matching gift participation through compelling image-based storytelling.

To effectively market matching gifts on Instagram, nonprofits should focus on creating visually appealing, consistently branded, and engaging content that resonates with their audience. This could involve the networking site’s interactive features—such as polls, quizzes, and question widgets—to encourage followers to learn more and get involved.

Best time to post: Wednesday from 11 a.m. to 4 p.m.

X (Formerly Twitter)

Twitter, now X, is an interactive message-sharing platform that allows nonprofits to connect with supporters, engage in real-time conversations, and amplify their message through short-form content. The site also allows nonprofits to share timely updates, explore strategic hashtag use, and encourage interpersonal engagement⁠—such as likes, shares, comments, and more—with followers.

To effectively market matching gifts on the platform, nonprofits should draft short, sweet, and to-the-point informational messages. When implemented effectively, tweets capture an audience’s attention and prompt followers to take action in fewer than 280 characters each.

Best time to post: Monday through Thursday from 10 a.m. to 3 p.m.

TikTok

TikTok is a rapidly growing video-sharing platform that offers nonprofits a unique opportunity to connect with a primarily younger audience.

To effectively market matching gifts on TikTok, nonprofits should focus on creating authentic and relatable content through short-form videos, photos, influencer marketing, and more. Also, be sure to craft your videos with accessibility in mind⁠—such as providing closed captions for video content. You can also enhance video performance by following viral trends, incorporating popular sounds, and utilizing relevant hashtags.

Best time to post: Tuesday from 3 p.m. to 5 p.m.

Free Templates to Power Your Matching Gift Marketing Efforts

If you haven’t already, now’s the perfect time to promote matching gifts on social media. As you get started, leverage these customizable marketing templates to streamline the integration of donation match messaging into your social media campaigns.

All things considered, premade graphics and other resources allow your fundraising team to enhance efficiency and publish impactful social content without devoting much time and effort to developing it. However, remember to customize each template according to your organization’s branding, style, voice, and more to resonate best with your supporters.

Follow these steps:

  1. Create an Adobe Express account
  2. Click the links below to access the templates
  3. Select the three dots in the top-right corner of the template and select “Duplicate file”
  4. Customize each asset to reflect your brand

Social Media Template #1

Tens of thousands of businesses offer employee matching to charitable causes. Use this post to share examples of well-known participating employers and inspire donors to research their eligibility.

Marketing matching gift template

Get the Free Resource

Social Media Template #2

Donors’ lack of understanding regarding the matching gift request process is one of the leading causes of unclaimed matches. Leverage this multipage carousel post to walk supporters through each phase of a typical submission process.

Marketing matching gift template

Get the Free Resource

Social Media Template #3

When donors understand the scope of the matching gift opportunity, they’ll likely look into their employers’ programming. Empower your audience with social proof using this true-or-false knowledge check demonstrating the extent of participating companies and match-eligible employees.

Marketing matching gift template

Get the Free Resource

Social Media Template #4

Drive home the value of matching gift engagement for your donors by focusing on amplified impact. Use this social media post to share additional statistics and insights while reminding your audience that all additional funds will benefit your cause.

Marketing matching gift template

Get the Free Resource

Promote Matching Gifts on Social Media

Matching gifts are an essential component of a well-rounded fundraising strategy. Fortunately, social media marketing can go a long way in increasing program awareness among donors and encouraging them to get involved⁠. Ultimately, this leads to more completed matches and additional funding for your mission.

Plus, marketing matching gifts on your social media pages might be easier than you think. Equip your team with the knowledge and resources necessary to empower supporters and amplify your impact today.

Copy Editor: Ayanna Julien

10 Best Crowdfunding Sites for Smart Fundraising

Crowdfunding helps startups, nonprofits, researchers, and individuals raise millions yearly.

Once you’ve set and defined your project’s fundraising goal, look for the best crowdfunding website to serve and support your unique needs. The right tools can make the difference between a seamless giving experience and a headache for everyone involved.

Understanding that the crowdfunding platform selection process can feel overwhelming in its early stages, we’ve compiled a list of the top crowdfunding sites with the best success rates to guide your decision-making. Regardless of what types of crowdfunding your organization pursues, you’ll come away with a better understanding of each platform’s offerings.

Best Overall Crowdfunding Site: GoFundMe

Gofundme-platform

GoFundMe is the trusted leader in online fundraising, connecting more than 150 million people and organizations through its mission of helping people help each other. The popular crowdfunding site is available in 19 countries and counting. 

GoFundMe has enabled more than $30 billion of generosity with Classy since 2010. With no fee to sign up or start a fundraiser, hands-on customer support, and the GoFundMe Giving Guarantee, GoFundMe is the platform for individuals and organizations alike to mobilize global support.

More Reasons to Love GoFundMe for Online Fundraising

  • Start fundraising in just a few steps
  • Chosen by a collective community of 150 million people
  • Has everything you need to succeed, including the ability to share updates, thank donors, and get daily transfers to your bank
  • Free access to the GoFundMe mobile app to fundraise on the go
  • Easy donation transfers at any time
  • No time limit on fundraiser length
  • Keep what you raise payout model, enabling fundraisers to start receiving their money before reaching their total fundraising goal
  • Hosts a dedicated support team available around the clock to ensure global coverage

Fees and Pricing Plans

For individuals and businesses:

  • 0% platform fee to create a fundraiser
  • 2.9% + $0.30 transaction fee per donation

For charities:

  • 0% platform fee
  • 2.2% + $0.30 transaction fee per donation

Best Crowdfunding Platform for Nonprofits: Classy.org

classy-crowdfunding

Classy empowers thousands of the world’s top nonprofits to share their powerful stories and activate support with customizable, conversion-optimized nonprofit crowdfunding campaigns.

Our global giving platform provides the crowdfunding campaign formats and flexibility needed to connect people to the causes they care about through community-driven, intuitive giving experiences. 

We were able to build a simple, visually appealing crowdfunding campaign in Classy that is mission-focused, communicates our need, and makes it easy for donors to give.

Drew McGuffin

Development Systems and Relations Director at Atlanta Habitat for Humanity

Check Out This Crowdfunding Success Story

More Reasons to Love Classy for Crowdfunding

  • Customizable, mobile-optimized campaigns that allow you to keep your story at the forefront 
  • Access to deep data intelligence across over 150 million donors within the Classy and GoFundMe communities to inform platform innovations
  • Campaign activity wall to encourage real-time engagement 
  • Powerful reporting and analytics
  • Seamless nonprofit payment processing and flexible payment options available through Classy Pay, including digital wallets, ACH, Venmo, PayPal, and more
  • Thoughtful integrations and award-winning APIs
  • Secure transactions (Level 1 PCI compliance and SSL security protocol built on Amazon Web Services)

Fees and Pricing Plans

Explore Classy’s suite of digital fundraising tools to determine which package and pricing plan best suits your nonprofit’s performance and scalability demands.

Best Crowdfunding Site for Individuals: Fundly

Best Crowdfunding Site for Individuals: Fundly

Fundly is simple to use and scalable for fundraisers of any size, providing individuals with the tools they need for a successful campaign.

The donation platform is available in the U.S., Canada, Australia, and the U.K. to help nonprofits reach more donors.

More Reasons to Love Fundly for Crowdfunding

  • No startup fees
  • Keep what you raisepayout model
  • Fundly mobile app to manage campaigns from anywhere
  • Easy withdrawals at any time
  • Giving-level donor incentives
  • Donor heat maps
  • Powerful integration with Facebook

Fees and Pricing Plans

  • 0% platform fee
  • 2.9% + $0.30 processing fee per transaction

Best Crowdfunding Site for Startups and Small Businesses: Indiegogo

indiegogo-crowdfunding

Indiegogo brands itself as the platform “where new launches,” which reflects its mission to fund clever innovations and groundbreaking products before mainstream availability.

The platform makes it easier to support entrepreneurs with business ideas and new technology from the earliest stages of development. Startups and small businesses gain the freedom to choose a fixed or flexible funding goal, making it possible to customize experiences as needed.

More Reasons to Love Indiegogo for Crowdfunding

  • Expert support and exclusive partnerships
  • Pre- and post-campaign tools
  • Integrated analytics
  • Donor perks options
  • Fulfillment and manufacturing support
  • Indiegogo mobile app to simplify the fundraising process

Fees and Pricing Plans

  • 5% platform fee
  • 3% + $0.30 transaction fee

Best Crowdfunding Site for Creators: Kickstarter 

kickstarter

Kickstarter is on a mission to help bring creative projects to life.

Since its launch in 2009, over 23 million people from every continent have backed a project on Kickstarter. The industry-leading platform leverages a rewards-based model that offers unique incentives to potential investors to make them feel like they get something in return.

Kickstarter has processed a total donation volume of over $7.8 billion and has tallied over 254,097 successfully funded projects. The platform is well on its way to bridging the gap between creators, backers, and the community.

More Reasons to Love Kickstarter for Crowdfunding

  • Only platform fully dedicated to building a community around creative projects
  • All-or-nothing payout model to incentivize backers
  • Flexible campaign duration of 1 to 60 days
  • Detailed creator resources, including a Creator Handbook

Fees and Pricing Plans

If a project reaches its fundraising goal:

  • 5% platform fee
  • 3% + $0.20 payment processing fee per pledge

If a project doesn’t reach its fundraising goal, the creator pays no fees.

Best Crowdfunding Site for Raising Funds from Investors: StartEngine

startengine

StartEngine is a platform that helps early-stage startups find accredited investors with help at every step of the process. Advised by Shark Tank’s Kevin O’Leary, inventors and founders can apply for help to craft their stories, prepare legal documents, and launch a funding round.

StartEngine‘s acquisition of SeedInvest in 2022 has expanded its investor community to 1.8 million, making it a crowdfunding option that maximizes funding potential. If you’re interested in becoming an investor, you can also use the platform to seek opportunities to fund startups.

More Reasons to Love StartEngine for Crowdfunding

  • Raise up to $5 million annually 
  • Launch in 4-6 weeks
  • Dedicated team to file with the SEC, set up campaign pages, market your raise, and disburse funds

Fees and Pricing Plans

    • For investors: Securities fees up to 3.5% based on the dollar amount of securities purchased in each investment
  • For startups: You will establish your funding terms as you get started to reach your maximum raise and collaborate with an outside CPA if applicable

Additional Crowdfunding Sites to Explore

The best fundraising efforts come from a deep understanding of the available technology. We’ve added bonus crowdfunding websites to explore to support a well-rounded selection process.

Great for Individuals: FundRazr

fundrazr

FundRazr is a multipurpose crowdfunding platform that offers advanced technology for effective organizational and individual fundraising.

Reach more potential donors with the platform’s one-click social sharing tool, and ensure a smooth donation experience with up-to-date payment tools like PayPal, Stripe, Apple Pay, and more.

Fees and Pricing Plans

Select from three pricing models, including:

  • 0% platform fee + 2.9% + $0.30 payment processing fees per transaction

There are no setup fees, monthly subscription fees, or contracts. Users can assign different pricing models to multiple campaigns for convenience and flexibility.

Great for Startups and Small Businesses: Fundable

fundable

Fundable exclusively helps companies raise capital from investors, customers, and friends. This online fundraising platform has received over $700 million in funding commitments with a determination to help great companies succeed.

Entrepreneurs can create a profile, choose between a reward or equity-based fundraising campaign, and tell the world about their goals. It’s free to set up, and campaign owners can defer payment until they’re ready to launch.

Fees and Pricing Plans

  • $179 per month

Great for Creators: Patreon

patreon

Patreon has changed how we value art. By inviting their most passionate fans to support their creative work, artists can continue their craft.

On Patreon, creators let their fans become active participants in their projects by offering them a monthly membership. In exchange, supporters gain exclusive access to content, community, and insight into their creative process. 

This membership model helps establish stronger connections with fans and gives individuals the resources they need to fully embrace their talents.

Fees and Pricing Plans

It’s free to get started, with only a small monthly fee on earned revenue. Creators have the ability to choose from two different plans, including:

  • Pro: Everything needed to build a thriving membership for 8% of creators’ monthly income
  • Premium: Dedicated coaching, support, and advanced features for 12% of creators’ monthly income

However, keep in mind there’s an industry-standard payment processing rate included.

Great for Growing an Existing Business: WeFunder

wefunder

Wefunder is a crowdfunding site for startups to raise money. Founders can connect with investors who want to receive a small stake in a startup. Wefunder is a particularly great option for community-led founders, helping them raise $703 million through emotionally-invested funding.

With Wefunder, founders gain evangelists who can refer customers, join their teams, and increase brand awareness and perception.

Fees and Pricing Plans

The fee structure on this crowdfunding platform includes:

  • No upfront fees
  • $395,000 flat fee if the raise is successful (7.9% on a $5 million raise)

Crowdfunding FAQ

What are the success rates of crowdfunding campaigns?

Mobile-ready, customizable crowdfunding pages have proven successful for nonprofit organizations. Crowdfunding helps bring a story to life for donors to connect with and take action to support.

Here are a few success stories from nonprofits who use Classy’s crowdfunding: 

  • Classy’s crowdfunding campaigns have an average conversion rate of 20%
  • SeaLegacy raised 178% of its goal with an average donation size of $92.57 using Classy’s crowdfunding websites on Giving Tuesday
  • Atlanta Habitat had an average donation of $670 and exceeded a $100,000 goal with a single crowdfunding campaign

4 Examples of Successful Crowdfunding Campaigns

What’s the best crowdfunding site?

The best crowdfunding site depends on what you hope to raise money for, the scale you want to achieve, and your goals. The answer may differ for nonprofits and organizations like startups, schools, or scientists. 

Our list of the best crowdfunding sites for smart fundraising is a great place to begin your search and start to think about what features matter most to you.

What are the advantages of crowdfunding?

Crowdfunding can facilitate everything from personal fundraising and venture capital to financial support for business owners in early-stage startups with a new product

Most importantly, crowdfunding puts your cause in the spotlight and gives you the opportunity to tell your story in a way that activates new and existing supporters to take action. Whether looking to power giving days, collect recurring donations, or support a timely need, crowdfunding gives your donors a choice to become a part of your mission. 

Wonderful crowdfunding use cases include:

  • Creating a social media giving campaign that’s easy to share 
  • Sharing a link to feature on podcasts or in live streams
  • Providing organizations or corporate sponsors with a simple way to collect donations among employees
  • Calling on supporters in the wake of crisis and high demand for help
  • Raising awareness and funding for a specific project 

How does crowdfunding work?

The potential of crowdfunding relies on the experience supporters have when engaging with your campaign. That’s why crowdfunding sites should be evergreen, with microsites that bring your story to life through videos, images, and clean copywriting. 

Crowdfunding sites also give donors the power to select how much they’d like to contribute with a clear picture of what different gift sizes mean for your work. From there, they can access an online donation form on various devices and complete the transaction with a few clicks for the most flexible funding experience.

How do you set up a crowdfunding site?

The key to a successful crowdfunding site is experience. You want to think about how someone who’s never heard of your organization will navigate the fundraising page at every step. 

Here are a few points to consider for an excellent donor experience:

  • Greeting new supporters with your brand and a relatable story 
  • Hooking them with visuals and words that explain the importance of giving
  • Showing the impact of a donation clearly (for example, $50 feeds three families this month)
  • Including a clear call-to-action button that people can’t help but click
  • Giving donors a donation form with minimal fields and helpful instructions
  • Offering payment methods people trust, from credit cards to PayPal to Venmo
  • Wrapping it up with a thank-you email that celebrates their decision to donate

Can you use more than one crowdfunding site?

That decision is up to you. However, remember the importance of delivering a consistent experience and streamlining your reporting to maintain clean data. More power to you if you can do that through multiple platforms, but we recommend simplifying your back-end management and ensuring a consistent experience for your donors by keeping everything on one site. 

Select Your Crowdfunding Site to Get Started 

Whether looking to fund a scientific breakthrough, introduce a new electric vehicle to the world, or provide aid and relief to natural disaster victims, knowing how each unique crowdfunding platform can support your efforts is critical.

Start your selection process by solidifying your fundraising goals, defining your budget, conducting thorough research on the functionality of each site, and doing your due diligence to confirm each donation platform’s track record and fee structure

Dedicating the time upfront to weigh your options will set you up for success in the long run.

Copy Editor: Ayanna Julien

Nonprofit Corporate Sponsorships: Real-Life Examples and Practical Advice

Amid financial uncertainty, inflation, and climate disasters, businesses and organizations are seeking ways to have a more meaningful impact on the world. For-profit and nonprofit corporate sponsorships offer heightened value when addressing these issues.

Whether facing funding challenges, preparing to scale your impact, or maintaining steady progress toward your mission, corporate sponsorships can be a great avenue and tool. When for-profit businesses offer resources to nonprofits, it helps strengthen corporate social responsibility models and boost public perception. It’s a win-win.

Below, we invite you to consider how your nonprofit can pitch and land a corporate sponsorship that takes your timely initiatives and impact to the next level. We outline six examples of nonprofit organizations and for-profits successfully establishing and managing robust sponsorship programs to engage new donor and customer demographics, amplify outreach potential, and reach new heights.

Corporate Sponsorship vs. Corporate Partnership

You’ll often see corporate sponsorship and corporate partnership used interchangeably, but these terms aren’t synonymous.

What Is a Corporate Sponsorship?

Corporate sponsorship refers to a company providing financial support, resources, or services to an event, organization, or cause in exchange for promotional benefits and exposure.

There are different types of corporate sponsorships, from matching campaigns and large financial gifts to marketing initiatives and employee giving programs.

Typically, corporate sponsors contribute funds or resources to help your nonprofit reach its goals. In return, the sponsor gains visibility, a brand image boost, and access to your target audience.

This usually happens through prominent sponsor logos on signage at events and special recognition. In addition, you’ll often see events with varying sponsorship levels that provide more sponsorship benefits to corporations that contribute larger amounts.

Sponsorship agreements are generally temporary and revolve around specific events, projects, or campaigns.

How Does It Differ from a Corporate Partnership?

Corporate partnerships involve a more collaborative and long-term relationship and often center on mutual interests, such as strategic goals, market expansion, product development, or technology sharing.

The corporate partners work together to leverage each other’s strengths and resources to create value and achieve specific outcomes. Unlike corporate sponsorships, partnerships tend to be more integrated and involve ongoing collaboration—sometimes extending years.

Finding the right corporate giving software is a great place to start.

How to Approach Corporate Sponsorships with Confidence

Soliciting corporate sponsorships can seem daunting, but it’s crucial to remember how impactful these can be on your reach and mission delivery. Here’s a comprehensive approach to an effective sponsorship request:

Identify Potential Partners

Look for businesses that align with your nonprofit’s causes and values. Focus on for-profit companies that share a similar audience or work with products related to your nonprofit.

Research Contacts

Research the person or department responsible for sponsorships after identifying potential partners. Use mutual contacts, if possible, to make the first introduction. Personal connections can significantly improve your chances of success.

Prepare Your Pitch

Develop a professional and engaging pitch that clearly explains how a partnership could benefit both parties. Highlight the potential for enhancing your reach and impact and any unique opportunities your nonprofit offers.

Customize Your Approach

Tailor your pitch to each prospective sponsor. Show that you understand their business and explain how partnering with your nonprofit can help them achieve their goals, whether it’s brand visibility, community engagement, or other objectives.

Follow Up

Follow up with the prospective sponsor after making your initial pitch. Be persistent but respectful, and be prepared to address any questions or concerns they may have.

Provide Value

Offer various sponsorship levels and benefits to appeal to different businesses. This could include logo placements, mentions in promotional materials, or opportunities for employee engagement.

Track Your Progress

Keep track of your outreach efforts and the responses you receive. This will help you refine your approach and identify what works best.

Be Flexible

Be open to negotiation and willing to adjust your pitch based on feedback. Building a successful sponsorship relationship often requires some flexibility and compromise.

6 Real-Life Examples of How to Leverage Corporate Sponsorships to Fuel Your Mission

1. Access Influencers and Major Donations through Heightened Visibility

Team Rubicon is a nonprofit that mobilizes veterans to respond to natural disasters and humanitarian crises. Feeling inspired by Team Rubicon’s work, Mountain Dew entered into a sponsorship agreement with them that generously offered a $1 million donation.

With its donation, Mountain Dew paired one of its celebrity influencers, professional race car driver Dale Earnhardt Jr., with the nonprofit’s cause. Mountain Dew framed Earnhardt Jr. as helping “rally DEW Nation to participate in the MTN DEW x Team Rubicon mission.”

“DEW Nation,” the company’s consumers, could then donate to Team Rubicon and receive limited-edition MTN DEW x Team Rubicon products, such as shirts, backpacks, tents, and an in-person race-day experience with Earnhardt Jr.

Partnering with a large corporation can bring resources to your nonprofit you may not otherwise get. So when collaborating with a for-profit, consider how it can elevate your cause, including influencers, products, marketing, and financial support.

2. Conduct Research and Raise Awareness

Team Rubicon also partnered with jerky company Jack Link’s Protein Snacks. This sponsorship focused heavily on research, education, and, of course, broad brand exposure.

Jack Link’s supported collecting national survey data on the long-term impacts of natural disasters to help Team Rubicon tell a data-driven story about its mission. These insights also helped educate Team Rubicon’s prospective donors on how Americans underestimate the impact of humanitarian crises and what its nonprofit team does to address that.

Framed by its decision to pursue the sponsorship with data-driven messaging, Jack Link’s further built a case that Team Rubicon’s value is evidence-based and donors’ money will go to good use.

The press release begins with:

As hurricane season begins this month and devastating storms begin to take their annual toll on the country, new survey data from Jack Link’s Protein Snacks found that Americans misunderstand the long-term impact of these storms, and other natural disasters, on communities—many of which are still in need of relief and aid today.”

It goes on to share some of the facts and figures from the survey data and quotes from company leaders emphasizing the value of the sponsorship:

Cleaning up the aftermath of natural disasters has become a difficult reality for many Americans throughout the country—‘a struggle that often goes unnoticed once the initial wave of support subsides,’ said T.D. ‘Tom’ Dixon, Chief Marketing Officer at Jack Link’s. After reviewing survey data from our Team Rubicon partnership, we have a better understanding of the misconceptions that exist around disaster relief and the lack of support for local communities who continue to struggle in the wake of disaster devastation. In an effort to aid families in need, Jack Link’s is raising awareness for the cause, donating resources, and harnessing the strength and passion of our team members on the front lines.”

In addition, Jack Link’s leveraged National Jerky Day to increase awareness of Team Rubicon and donations through an in-kind and financial match. For example, for every bag of jerky purchased, Jack Link’s donated a bag to Team Rubicon’s field volunteers. The company also matched monetary donations to Team Rubicon dollar for dollar that day.

If your nonprofit doesn’t have the resources to conduct extensive research, a for-profit can help you gather key data on your mission. These data insights can heighten people’s trust in your nonprofit and potentially motivate them to participate in a donation match campaign.

3. Elevate a Shared Brand Ethos through Profit-Sharing

The Trevor Project is a nonprofit focused on crisis intervention and suicide prevention for lesbian, gay, bisexual, transgender, queer, and questioning (LGBTQ) young people under 25. SoulCycle partnered with the nonprofit during Pride Month to help raise funds for its mission through profit-sharing.

While different in function, The Trevor Project and SoulCycle share a similar brand ethos around the themes of acceptance and support. This facilitated a sponsorship that felt organic in its branding, with SoulCycle introducing the sponsorship under the tagline: “Ride as you are. Love as you are.”

The spin business also created a fun video to showcase the collaboration and celebrate Pride, providing greater audience reach for The Trevor Project’s work that resulted from the successful event sponsorship.

In addition to the marketing element, SoulCycle created a special class pack for Pride Month, where 10% of all proceeds went to The Trevor Project.

When considering sponsorship with a for-profit business, look for companies that share a similar brand, marketing strategy, and mission to your nonprofit. This will allow you to reach an audience more receptive to your message and ready to support the sponsorship goals.

Also, think creatively. One might not immediately think of pairing LGBTQ services and cycling, but consider how you can create a mission-aligned sponsorship with a company that shares similar core values while exposing you to a new audience.

4. Curate Limited-Edition Products That Support Your Mission

The Trevor Project also partnered with clothing company Abercrombie & Fitch during Pride. Abercrombie & Fitch provided a $200,000 donation to The Trevor Project and worked directly with the nonprofit to design a limited-edition, gender-neutral clothing line.

In addition, the website included language affirming the sponsorship and The Trevor Project’s mission, acknowledging the company’s desire to remember that Pride started as a protest.

Partnering with a for-profit to create limited-edition products can raise money for your nonprofit while increasing your brand awareness and potential media coverage.

Supporters seen wearing your clothing line or other swag around town can use that experience as a conversation starter with others about your mission.

5. Design Creative Giveaways in Support of Fundraising Goals

Feeding San Diego is a nonprofit addressing hunger in San Diego by connecting those in need with nutritious meals. Perfect Snacks partnered with the nonprofit to add incentives for supporters of its campaign.

For every $100 a supporter donated, they received a raffle ticket for various perks and raffle prizes, including gift cards to DoorDash, Crate & Barrel, and Trader Joe’s. In addition, supporters were eligible for protein bars from Perfect Snacks and a new TV.

Understanding the reach and exposure of Perfect Snacks, Feeding San Diego was thrilled to have its support in inspiring people to donate. After all, it’s likely that particular brand partners will significantly influence social media and other channels you can leverage for your campaigns.

6. Improve Services and Opportunities for Beneficiaries through For-Profit Connections

Heifer International is a worldwide nonprofit with a mission to sustainably end hunger and poverty by supporting local farmers and their communities. Its United States programming works “to connect farms to markets and to integrate them into a short, profitable, direct-to-consumer supply chain.”

To accomplish this, Heifer USA explores sponsorship opportunities with for-profit businesses, including Cypress Valley Meat Company and Grass Roots Farmers’ Cooperative.

Grass Roots Farmers’ Co-op uses an e-commerce platform to sell pasture-raised meat directly to consumers. Its approach to livestock production aligns with Heifer International’s values. Through this sponsorship, Heifer USA’s farmers can obtain buying and price guarantees, receive business support, and qualify for loans to purchase equipment and livestock.

The sponsorship helps Heifer International fulfill its mission to connect small-scale farmers to markets. At the same time, Grass Roots Farmers’ Co-op concurrently builds its commitment to purchasing and selling small-batch livestock grown using regenerative farming.

Understanding that the farmers supporting Heifer USA also need access to high-quality, affordable USDA-inspected meat processing services, the nonprofit partners with Cypress Valley Meat Company. This means all small-scale farmers that produce for Grass Roots Farmers’ Co-op have access to Cypress Valley Meat Company’s inspection services. By offering this service, the company elevates its standing as a business of integrity while highlighting its commitment to supporting rural economies.

While the nonprofit’s beneficiaries remain at the center of this sponsorship model, the nonprofit and for-profit make progress toward both missions and receive positive exposure to and promotion of both products or services.

Think about ways to leverage support from potential sponsors and large or local businesses to improve the services your beneficiaries receive. See if there are personal connections to prospective sponsors you can make on behalf of your beneficiaries that will provide for their long-term success.

Increase Your Impact with Solid Corporate Sponsorships

The economic and social climate of the past several years has inspired an increased interest in meaningful corporate sponsorships. Use these cross-sector collaborations as opportunities to reach new audiences with your mission, secure needed resources, and further your impact.

Before you go: Remember to start thinking about how you’ll frame your sponsorship proposal, what to include in your sponsorship letter, and what sponsorship packages you’d like to offer with your upcoming fundraising events.

Will you accept in-kind sponsorships, or can a media sponsorship support your virtual events? The more clarity you have about what you need, the more likely sponsors will gravitate to your mission. A comprehensive list of FAQs can help.

Corporate sponsorships are a great way to fund major fundraising events and campaigns, but you’ll still need a platform to drive higher supporter conversion, retention, and engagement.

That’s where Classy can help.

Request a demo to see how Classy’s comprehensive fundraising platform empowers thousands of the world’s top nonprofits to fundraise at scale with simple, easy-to-use tools and features.

Copy Editor: Ayanna Julien

The Power of Peer-to-Peer Fundraising and Its Impact on Next-Gen Giving

Community is the heartbeat of modern philanthropy, and peer-to-peer fundraising is a powerful way to cultivate it on a large scale. 

After nearly 20 years of innovation, nonprofit feedback, donor research, and combined philanthropic learnings with GoFundMe, Classy recognizes the immense power of peer-to-peer fundraising and its enduring influence on the new era of giving. So how exactly is peer-to-peer fundraising changing, and what can your team do to unleash communities that stay and grow with you?

Keep reading to feel confident about:

  • How effective peer-to-peer fundraising can be for nonprofits
  • How to realize the value of community in online fundraising
  • What’s ahead for the next generation of peer-to-peer fundraising
  • How to accelerate your peer-to-peer fundraising impact

What Is Peer-to-Peer Fundraising?

Peer-to-peer fundraising is a multitiered approach to crowdfunding where individuals create personal fundraising pages to raise money on a nonprofit organization’s behalf. Each fundraiser sets a goal and calls on their community to help them achieve it. 

How Effective Is Peer-to-Peer Fundraising?

Peer-to-peer fundraising has become increasingly crucial in recent years. When donor acquisition began to slow in 2020, nonprofits broadened their reach by inspiring supporters to champion their causes.  

Classy platform data shows that 80% of people who donate to a peer-to-peer campaign on Classy are brand new to the organization

Peer-to-peer campaigns reach people through the sources they trust most: their close circles and community members. This helps dedicated supporters take action in a big way without bearing the financial impact alone. 

Amid ongoing economic fluctuations, increasing interest rates, and daunting cost-of-living expenses, this is a more realistic action for supporters to take.

Here’s a look at the results nonprofits experience with Classy’s peer-to-peer fundraising platform:

Read More Success Stories

Peer-to-Peer Fundraising and the Next Generation of Donors

Younger donors want to make a difference and are eager to spread the word. Classy’s Why America Gives report found that next-gen donors (Gen Z + Millennials) are 2.7 times more likely to host an individual fundraising page for an organization and 3 times more likely to advocate than traditional donors

Peer-to-peer fundraising effectively taps into their growing passion with a simple yet impactful way to demonstrate their desired scale of impact.

We used Classy’s peer-to-peer tool for a month-long campaign in which our local supporters could solicit their friends and family in support of our program. They just clicked on the site, signed up, launched their pages, and off they went. It was also an incredible way to galvanize support for the program from our local Millennial and Gen Z supporters.

Lauren Arana

Assistant Vice President of Development at Brooklyn Public Library

The Role of Community in Peer-to-Peer Fundraising Success

Giving happens where community thrives. A strong community will directly impact the success of donor acquisition, fundraising, and relationship-building, leading to lasting donor retention. Connection in the new era of giving reflects how donors can participate in charitable behavior from anywhere, anytime.

Meeting the moment with a fundraising campaign that extends your reach globally can unite larger communities around a common mission. Supporters may take action to help a friend, peer, or family member initially but stay for a deeper connection to a community that works to achieve something much greater.

Defining Next-Gen Peer-to-Peer Fundraising

Community fundraising started when the world was different, and nonprofits relied on personal and in-person relationship-building within their local communities to engage potential donors. 

The coordination, infrequent touchpoints, and lack of data intelligence to tailor interactions made scaled connections nearly impossible. That often led to complicated donation processes, lapsed donors, and retention nightmares.

We’ve come a long way since then.

There’s a Shift at Play

According to the Edelman Trust Barometer, the United States is experiencing an overall decline in the trust of nonprofits. Consumers now trust for-profit businesses more than nonprofit organizations.¹

Additionally, total giving in 2022 decreased by 3.4% (10.5% after adjusting for inflation), influenced by market volatility and economic uncertainty.²

Moving forward, relationships have to be at the forefront of fundraising. When people see their values in your organization, they’re more likely to continue supporting as an extension of their identity. Retention relies on thoughtful engagement that starts with inspiring people to advocate on your behalf.

Modern nonprofits have the technology, predictive insights, and intentional storytelling skills to invite donors into a personalized journey from the start without sacrificing scalability. How will you bring that to life at your organization?

What This Means for Nonprofits 

It’s time to shift your approach to community fundraising and explore new ways to build and foster community. Nonprofits must feel confident using tools and data insights to make targeted decisions that make experiences feel personal.

Classy and GoFundMe are home to a collective of 150 million people expressing their generosity, which shows us how people respond to opportunities to come together for charitable giving. 

Lean into tools ready to help you mobilize community-driven experiences at scale and tell your story on a broader stage. 

Explore Next-Gen Peer-to-Peer Fundraising Tools

Evolving Peer-to-Peer Fundraising in 2024 and Beyond

It’s time to meet the moment. Anyone can donate or shop from anywhere, artificial intelligence is everywhere, influencers drive decisions, and mobile-first experiences are ubiquitous in business. 

As we look to 2024 and beyond, nonprofits must mirror the user experience of today’s popular apps and services to mobilize their community around a cause. 

With the right tools and support, granting fundraisers the freedom to own their advocacy efforts can dramatically increase impact. Trust they’ll take your dynamic fundraising pages and cultivate new donations among the communities they know best. 

8 Ways to Accelerate Peer-to-Peer Fundraising Impact

Below, you’ll see tangible ways to take action for your next peer-to-peer fundraising campaign with evolution for the next generation in mind. 

1. Start with Known Supporters

Reaching your peer-to-peer campaign goal starts with the initial momentum that only a core group of supporters and evangelists can create. Those first few donations and participants showcase the true sense of community surrounding your campaign as it reaches more new donors.

Make it easy for anyone to fundraise by providing out-of-the-box, self-serve peer-to-peer tools in Classy. That initial spark of high energy and passion can naturally draw in like-minded fundraisers who will reach more donors on your behalf. 

How to Activate Volunteers to Become Your Next Fundraisers

2. Understand Your Fundraisers

Personalization is nonnegotiable. The small shift to meaningful outreach with fundraisers can be the difference between someone feeling ready to get involved or feeling like another donor on your massive email list. 

Your donor management or customer relationship management (CRM) tools can make it much easier to personalize outreach at scale. Understanding who your fundraisers are, where to reach them, and what motivates them will help your messages resonate and inspire action.

The beautiful thing about Classy is that we can build the type of donation experience that our supporters want, as well as our fundraisers, who are like mini marketers for our brand.

Kathryn Baccash

Head of Communications and Digital Marketing at TWLOHA

How Donor Management Scales Peer-to-Peer Efforts

3. Meet Fundraisers Where They Are Today  

We talked about the effectiveness nonprofits already see from peer-to-peer fundraising, but what about the communities they haven’t yet engaged? 

Individuals who directly donate to others through GoFundMe may be great supporters to tap for a fundraiser organized by their peers on a nonprofit’s behalf. Also, individuals who start GoFundMe campaigns might enjoy starting a campaign page for a nonprofit cause that aligns with their personal values. 

Peer-to-peer fundraising is a way of empowering the community. It invigorates them and keeps the support accessible to everyone.

Melynda Weaver

Director of Development at wear blue: run to remember

As Classy and GoFundMe’s collaboration evolves, we’ll further enhance our understanding of individual and nonprofit giving, providing fundraisers with valuable insights to expand their supporter bases.

4. Help Fundraisers Reach More to Raise More

The initial support you offer fundraisers will allow them to take the reins on your peer-to-peer efforts. Focus on helping them feel confident to craft a message, share it authentically, and establish trust between their communities and your cause.

Successful fundraising best practices:

  • Provide a fundraiser’s toolkit
  • Share email templates and sample posts for social fundraising
  • Offer design resources for personal fundraising pages
  • Supply statistics and testimonials that further emphasize your mission
  • Grant access to video tutorials, webinars, and best practices from successful fundraisers
  • Include engaging graphics to share with social networks in seconds
  • Offer incentives for top fundraisers (like T-shirts or event access)

Think about hosting these resources on a dedicated webpage, like the National Breast Cancer Foundation did, or reach out at the start of a new peer-to-peer campaign to help them develop a fundraising strategy for success. 

peer-to-peer peer-to-peer

5. Understand the Advantages of Timing

It’s crucial to time your peer-to-peer fundraising campaign around when people are most likely to take action. Your nonprofit has two main types of peer-to-peer campaigns to leverage:

  • Rolling or year-round campaigns allow supporters to start a fundraiser whenever they want. Fundraisers can host donation pages around a life event, like a birthday, or get creative to respond to a heightened passion for making a difference.
  • Time-based campaigns occur within a specific time frame, generally 6-8 weeks. They’re usually fixed around a particular theme and motivate advocates and their donors with a sense of urgency to reach fundraising goals within a shorter period. 

Classy’s State of Modern Philanthropy report found that time-based campaigns with a peer-to-peer element on Classy raised 3.8 times more than all other time-based campaigns combined.

To maximize your potential, consider running both simultaneously. Your year-round campaigns can offer a DIY fundraising component to capture every moment of generosity. In contrast, time-based campaigns rally communities around current events or build momentum on bigger giving days

How to Set Up Your DIY Fundraising Page

6. Enhance Team Fundraising

Communities thrive on team-building, and peer-to-peer fundraising can provide a platform to foster this spirit. In fact, Why America Gives found that next-gen donors are 1.5 times as likely to become aware of causes through their co-workers compared to traditional donors.

Empower individuals to recruit help by creating team fundraising pages. Each team member creates a page to share their personal connection, contributing to the team’s goal. A sense of friendly competition on the leaderboards and fundraising thermometers can reach more people and bring in higher fundraising totals. 

Classy has several activity tracking and gamification integrations to help you take team fundraising to the next level, such as Nuclavis, a Classy partner.

Get to Know More Classy Partners

7. Don’t Overlook Peer-to-Peer Fundraising Events 

Every event is an opportunity to build deeper relationships with fundraisers and network with community members in a new way. Innovative event registration software for nonprofits helps you invite attendees to set up peer-to-peer fundraising pages in addition to (or instead of) a registration fee. 

You can prompt supporters to raise a specific amount before the event to participate. Successful nonprofits also use peer-to-peer events for informal gatherings, like races or walk-a-thons, and more formal gatherings, like a gala fundraiser.

How One Nonprofit Quadrupled Fundraising with a Walk/Run

  1. Leverage Donor Trust in Corporations to Expand Your Reach

Peer-to-peer fundraising often appeals to corporate partners looking to expand workplace giving and initiate new corporate sponsorships. Team fundraising is a great employee engagement idea and helps your mission reach even more people.

While giving to nonprofits has declined in recent years, corporate giving is one of the only areas to see an increase.³ You can pair a corporate partner’s priorities for employee engagement and corporate social responsibility with a simple, co-branded fundraising campaign. 

Strengthen Your Corporate Partnerships with Classy

A Meaningful Peer-to-Peer Fundraising Example

Storytelling is what helps peer-to-peer fundraising campaigns stand apart and touch people in a more impactful way. 

Ruling Our eXperiences, an organization helping girls use their voices and embrace their confidence, experienced firsthand the impact of a single donor’s personal story. 

The organization grew 180% in one year when a supporter turned the tragic loss of his daughter into a greater purpose to fuel change. His desire to drive impact and a simple peer-to-peer campaign that helped showcase Ruling Our eXperiences’ work welcomed a wave of new supporters

Ruling Our eXperiences offers fundraisers thoughtful language and a video they can place alongside their unique reason for raising money that helps more people understand the true impact of their contributions and advocacy. That initial support empowers individuals to personalize the fundraising experience to invite communities in.

Copy Editor: Ayanna Julien

Article Sources:

  1. “2024 Edelman Trust Barometer,” Edelman, accessed February 21, 2024, https://www.edelman.com/trust/2024/trust-barometer.  
  2. “Giving USA: Total U.S. charitable giving declined in 2022 to $499.33 billion following two years of record generosity,” Indiana University–Purdue University Indianapolis, accessed February 21, 2024, https://philanthropy.iupui.edu/news-events/news/_news/2023/giving-usa-total-us-charitable-giving-declined-in-2022-to-49933-billion-following-two-years-of-record-generosity.html.
  3. “Giving USA 2023 Report Insights,” BWF, accessed February 21, 2024, https://www.bwf.com/giving-usa-2023-report-insights/.

Grants for Nonprofits: 17 Worth Exploring in 2024

Grants offer tremendous funding opportunities for nonprofits looking to scale. Score the right grant, and you may secure the funding needed to operate and grow your organization for the next 12 months. However, since grants are in such high demand, securing them takes a bit of know-how.

While grantmaking offers promising opportunities, grant applications can be time-consuming for the grant writer and nonprofit organization. Choose your grants wisely to avoid losing time pursuing other valuable fundraising opportunities.

Below, we’ll tell you everything you need to know about nonprofit grants, including eligibility criteria, tips for choosing the right ones, and top grant options for 2024.

What Are Nonprofit Grants?

A nonprofit grant resembles other financial donations typically given by public or private foundations, government agencies, or corporations. The sums are often larger than you’ll receive from individual donors and are sometimes exempt from taxes.

You’ll also find that, unlike standard donations, grants have historically had more rules and guidelines surrounding them. Often, funding organizations will stipulate how you can use your grant funds.

However, a growing movement within the philanthropic sector is advocating for a paradigm shift toward trust-based philanthropy, which aims to transform typical power dynamics between funders and grantees, emphasizing strong grantee relationships, community expertise, collaboration, openness, and a deeper understanding of nonprofits’ challenges.

Still, you’ll need to stand out to engage and secure the right grantmaker.

Whether in the process of sourcing a new grant opportunity or learning how to write a grant proposal, communicating your impact and providing tangible examples of what you plan to accomplish is critical.

Benefits of Grant Funding

Scoring a tax-exempt nonprofit grant can be a lot of work, but here are a few advantages grant funding can provide:

  • Free money: The only cost for securing a grant is the time you invest in the process (and perhaps an application fee). You don’t have to worry about losing equity or control of your organization or paying back loans.
  • Credibility: When you secure a nonprofit grant, it proves to onlookers that you’re serious about your work. It provides a tremendous prestige bonus and lets donors know you have a third-party stamp of approval.
  • Awareness: A grant can put your nonprofit in front of new eyes. The press surrounding the accomplishment can expose your brand to potential donors and partners.
  • Influence: Once you’ve received a grant, you can use it to influence future applications. Grant foundations will see that you’ve passed the test before and will likely be more inclined to approve your application.

Commons Types of Nonprofit Grants

Nonprofit grants come in all shapes and sizes. The source, purpose, and nature make each type unique. Below, we’ll cover a few common types of grants based on these criteria.

Funding Sources

  • Government grantsFederal, state, and local government grants are available to fund your nonprofit’s operations or administrations. The grant application process is stringent and competitive, but there’s often no fee. You can find many on grants.gov or local queries in your search engine.
  • Corporate grants: Corporate grants are awarded by large enterprises, which typically reserve a percentage of available funds for philanthropic purposes. For example, Google Ad Grants offer up to $10,000 monthly for eligible nonprofits. Learn more about the value of Google Ads for nonprofits.
  • Foundation grantsFoundation grants come from philanthropic organizations (like families, private groups, public groups, faith-based organizations, or community funds) to help advance causes or nonprofits in a specific locale.

Funding Purposes

  • Launch: Launch grants require that your funding go to a specific project, service, product, or campaign.
  • Technology: Technology grants from corporations and tech companies often require you to spend your funding on software advancements.
  • Infrastructure: Infrastructure grants are capacity-building grants that focus on solidifying nonprofit management, strategic planning, governance, and infrastructure.
  • General operationsGeneral operations grants are nonprofit grants that allow you to use the money as you see fit.

Funding Nature

  • Continuation grants: Continuation grants let you renew your grant. However, it’ll require reaching milestones, using funds appropriately, meeting reporting deadlines, and keeping communications and relationships open between your organization and the funder.
  • Pass-through grants: Pass-through grants from the federal government provide funding to state and local governments for local distribution. Apply for these federal grants when you want to make a local impact.
  • Competitive grantsCompetitive grants require you to submit a grant proposal answering questions and explaining why your nonprofit should receive the grant. Reviewers will evaluate your proposal and score it based on certain criteria. The organizations with the highest scores receive the funding.
  • Formula grants: Formula grants are non-competitive. These grants provide funding to organizations that meet predetermined criteria. If you match the requirements, you can receive the funds.

How to Choose the Right Nonprofit Grants

Here are a few questions to consider before applying for a grant:

  • Grant purpose: Does your nonprofit need funding for the purpose(s) outlined by the grant funder? For example, reconsider applying for a technology grant if you’ve already built a modern data stack.
  • Funding amount: Is the funding amount worth your time and energy?
  • Return on investment: Will the grant funds compensate you for the time spent on the application process? How will the funds help build your nonprofit or change your course?
  • Requirements: Do you meet the eligibility criteria outlined?

17 Best Nonprofit Grants to Explore in 2024

Not every grant will be the right fit for your organization. However, we wanted to jump-start your search by highlighting a few of the top nonprofit grants available.

1. AWS for Nonprofits IMAGINE Grants

Amazon Web Services’ Global Healthcare and Nonprofits team offers two IMAGINE grants to nonprofits. The Go Further, Faster award and the Momentum to Modernize award empower nonprofit organizations to prioritize technology as a mission-critical component of their goals.

Grant packages range from $30,000 to $150,000 in unrestricted financial support and up to $100,000 in AWS promotional credits. To be eligible for a grant application, you must be a nonprofit organization with a 501(c) status.

2. Google Ad Grants

Google provides several resources for eligible nonprofit organizations. With them, you can get premium access to Google’s platforms, such as Google Maps, the YouTube Nonprofit Program, and Google Workspace for Nonprofits.

It also provides up to $10,000 in Google Ads credit renewable monthly to boost your nonprofit’s marketing efforts. Use the ads to attract donors, find volunteers, and build awareness for your nonprofit.

To qualify for Google Ad Grants, your organization must match your country’s nonprofit criteria requirements and not be a government entity, hospital, healthcare organization, school, or educational institution.

3. NBCUniversal Local Impact Grants

The NBCUniversal Local Impact Grants awarded nearly $2.5 million to nonprofits in 2023 through 11 NBC and Telemundo-owned television station markets. Organizations with total expenses under $1 million can apply for unrestricted funds to support the diverse community across youth education and empowerment, next-generation storytellers, and community development.

4. Bill & Melinda Gates Foundation Grants

The Bill & Melinda Gates Foundation offers grants to nonprofits that achieve measurable impact in eliminating poverty, disease, and inequity worldwide. Grants account for 90% of the organization’s charitable giving, which is its largest vehicle for funding. U.S.-based 501(c)(3) organizations can apply for funding to make a meaningful difference.

5. Bloomberg Philanthropies Grants

Bloomberg Philanthropies awards grants to nonprofits in Canada, Mexico, and the U.S. The organization looks to fund nonprofits supporting five key areas: the arts, education, environment and sustainability, government innovation, and public health.

6. Silicon Valley Community Foundation Grants

The Silicon Valley Community Foundation supports nonprofits in many areas. Consider applying if your nonprofit advances financial stability, early childhood development, housing, arts and culture, environment, faith, health, and many other impact categories.

7. Walmart Foundation Community Grants

The Walmart Foundation provides local community grants (from $250 to $5,000) to nonprofits that directly benefit the area where the local Sam’s Club or Walmart store operates. Your nonprofit can use the funds in various areas:

  • Community and economic development
  • Diversity and inclusion
  • Education
  • Environmental sustainability
  • Health and human services
  • Hunger relief and balanced eating
  • Public safety
  • Quality of life

8. Bank of America Charitable Foundation Grants

Bank of America’s nonprofit grants focus on funding local organizations to help improve people’s financial wellness and meet community needs. The nonprofit areas include:

  • Workforce development and education
  • Food
  • Housing
  • Economic mobility
  • Community development

Grants in smaller markets will range from $2,500 to $25,000, while grants in larger markets can range from $5,000 to $50,000.

9. Coca-Cola Foundation Grants

The Coca-Cola Foundation provides grants to nonprofits that help local communities by empowering women, protecting the environment, educating scholars, and enhancing communities. In 2022, the Coca-Cola Foundation gave over 387 donation grants.¹

10. Ford Foundation Grants

The Ford Foundation awards around 1,500 grants annually to nonprofits with transformative and scalable solutions to eliminate inequality. Opportunities and open fund grants change with time, so check out the Ford Foundation’s grant page to see what’s available. You can also sign up for email updates to learn when new opportunities arise.

11. The Rockefeller Foundation Grants

The Rockefeller Foundation is one of the world’s most influential and long-standing philanthropic organizations. Dedicated to promoting the well-being of humanity worldwide, it has provided billions in funding for groundbreaking initiatives across various sectors.

Here are some of the organization’s priorities:

  • Health: The foundation has historically worked to eradicate diseases. Today, it focuses on global health issues, including supporting health systems and access to healthcare.
  • Food: The foundation ensures more equitable and nutritious food access and improves agricultural productivity to combat climate change.
  • Energy: The foundation promotes access to sustainable energy to end energy poverty and boost economic development.
  • Innovation: The foundation values innovative approaches to solving global challenges, often funding new technologies or strategies scalable for greater impact.
  • Economic opportunity: The foundation supports efforts to expand access to meaningful work and promote economic stability, especially when addressing economic disparities and promoting inclusive growth.

12. W.K. Kellogg Foundation Grants

The W.K. Kellogg Foundation is one of the largest philanthropic foundations in the U.S.² Rooted in supporting children, families, and communities, its mission is to create and implement transformative solutions to address conditions that ensure all children have equitable opportunities.

WKKF accepts applications throughout the year without deadlines or specific grantmaking cycles.

13. The Kresge Foundation Grants

The Kresge Foundation seeks to expand opportunities in America’s cities through grantmaking and social investing. Over the years, the Kresge Foundation has strengthened pathways to opportunity for low-income people in American cities. Annually, the foundation gives more than 400 grants to nonprofits, averaging around $160 million in recent years.

14. The Robert Wood Johnson Foundation Grants

The Robert Wood Johnson Foundation works to improve the health and well-being of individuals and communities in the U.S. It focuses on major health issues, including access to care, healthy communities, and public health. RWJF periodically issues calls for proposals (CFPs) for specific projects or research areas. Each CFP has guidelines, deadlines, and focus, so check them out before applying.

15. Big Sea’s Wavemakers Grant

The Wavemakers Grant by Big Sea is a competitive marketing grant tailored for nonprofit organizations pursuing innovative marketing projects. This grant empowers nonprofits to transform their unique and impactful marketing ideas into tangible results. Offering up to $30,000 in marketing services, this grant supports nonprofits ready to launch groundbreaking advertising campaigns.

Recipients of the Wavemakers Grant gain access to Big Sea’s comprehensive expertise in nonprofit content marketing. Services provided include assistance in refining and defining your brand, clarifying your messaging, developing your website, designing marketing materials, and expanding your donor community.

16. National Endowment for the Arts Grants

The National Endowment for the Arts is an independent federal agency committed to fostering the arts across the U.S. Each year, the NEA awards approximately 2,300 grants to nonprofit arts organizations, fueling a wide range of creative projects and initiatives.

NEA grants cater to a diverse spectrum of needs to support small and large organizations. The Challenge America grant specifically aids small nonprofits in extending arts programs to underserved communities with grants valued at $10,000.

17. Wells Fargo Nonprofit Grants

Wells Fargo supports nonprofit organizations through grants focusing on community development, education, and environmental sustainability. In 2022, the organization launched a $420 million national small business recovery effort, which includes grants and donations for nonprofits. Apply on Wells Fargo’s website to download the right forms and learn about the grant process.

Fuel Your Fundraising with Classy

While nonprofit grants may play a significant role in your organization’s strategy, these likely won’t make up most of your fundraising. In fact, Giving USA found that grants from foundations and corporations make up just 21% of the giving pie, while contributions from individuals make up 64%.³

That means fundraising will likely be the primary way you fuel your nonprofit, and grants will help provide supplemental revenue to support specific projects.

Fundraising campaign built on Classy Studio

Trust Classy’s comprehensive fundraising platform to fuel your direct giving, peer-to-peer, and hybrid event fundraising efforts. Our platform provides everything you need to attract supporters, inspire donations, and sustain your mission, including:

Request a demo to see Classy’s fundraising platform in action.

Copy Editor: Ayanna Julien

Article Sources:

  1. “The Coca-Cola Foundation,” The Coca-Cola Company, accessed March 4, 2024, https://www.coca-colacompany.com/social/coca-cola-foundation.
  2. “Grantseekers,” W.K. Kellogg Foundation, accessed March 4, 2024, https://www.wkkf.org/grantseekers/.
  3. “4 Key Findings for Nonprofits from the 2023 Giving USA Report,” Bonterra, accessed March 4, 2024, https://www.bonterratech.com/blog/4-key-findings-nonprofits-2023-giving-usa-report.

6 Donation Request Letter Best Practices + Templates

There are many ways nonprofit organizations can build relationships with donors, from fundraising events to phone calls, but the common first step is to send a donation request letter.

Below, we walk through exactly what a donation request letter is, what to include in your donation request, and how to start writing. We also offer best practices for crafting donation request letters that get donors’ attention.

Finally, we share six templates for individual, corporate, sponsorship, in-kind, and event appeals to jump-start your efforts.

Free On-Demand Training: Writing Effective Donation Appeals

What Is a Donation Request Letter?

Donation request letters are essential to any nonprofit’s fundraising strategy and an effective tool to drive traffic to your online donation request form. These written appeals get emailed or sent to prospective and current donors via snail mail.

The purpose is to encourage supporters to give financial or in-kind donations to your campaign. Good donation request letters can help increase charitable donations with relatively minimal effort, as these reach a wide audience at once.

What Should a Donation Request Letter Include?

A donation request letter explains why your nonprofit seeks support and includes data and storytelling to show how donors can help. Your first request to a prospective donor may include:

  • An introduction sharing what your organization does and a brief history of your founding, community engagement, and impact to date
  • A paragraph about your specific fundraising campaign (such as how much money you need to raise and why and what the name of the campaign is)
  • A call to action that provides a sense of urgency or a deadline for when supporters should send their donations
  • A closing statement thanking your supporter for their time and consideration in helping your nonprofit reach its fundraising goal

Your donation request letter should be on official letterhead with your organization’s name and contact information at the top. In addition, you may want to highlight your tax-exempt status with the IRS and include your tax ID number to remind supporters of those benefits.

How to Write a Donation Request Letter

Strong donation request letters come from the perspective of someone who cares deeply about your cause and organization. This is often your executive director or development director, but it could also be board members, direct services staff, or volunteers.

Before writing your donation request letter, consider its purpose. Is it to raise funds for a new facility? Are you soliciting new memberships to your recurring community? Do you need help marketing an upcoming event? Is it to meet the matching funds from another donor?

Clarifying your intent will help determine which details to include in the donation letter and what audiences to target.

Once you’re clear on your donation request letter’s goal and audience, form a quick outline of components you want to include, such as:

  • Your nonprofit’s mission statement
  • Your monetary goal and what you’ll use it for
  • Your organization’s latest accomplishments
  • Your offered benefits for donating money or goods to your cause
  • Your acknowledgment of the recipient’s past history of support

As you craft your donation request, ensure each sentence has a purpose. Remove extraneous language to avoid losing potential donors in the details. Also, keep your language simple and straightforward while maintaining a tone and style that aligns with your brand.

6 Donation Request Letter Best Practices

Good donation request letters clearly state what you want, how the donors will benefit, how you’ll use the money, and what you’ve already accomplished. These showcase a vision for your nonprofit’s future and a strong belief that you can achieve it with the requested funding. The following guidelines can help steer your donation request letters in the right direction.

1. Segment Your Donors

Up to 94% of people have reported unsubscribing from a company’s communications due to irrelevant promotions or messages.1 You can mitigate this churn by ensuring the right messages reach the right people.

Segmenting donors involves grouping them based on shared characteristics that inform the messaging you send them, such as:

  • Donor type: A donation request letter to a first-time donor will read differently than one to a recurring donor, peer-to-peer fundraising participant, or past event attendee.
  • Demographics: Different generations may interact with your campaigns uniquely or want to receive donation request letters in particular formats.
  • Interests: Some supporters of your organization may be most interested in giving to specific initiatives or programs you spearhead.
  • Giving history: The donation amount you request in your appeals should align with donors’ past giving capacity.
  • Preferred communication methods: When you use donors’ preferred platforms for connecting, you optimize an appeal’s conversion potential.

Donor segmentation lets you personalize outreach while still contacting many donors at once.

2. Personalize Your Donation Request

The more personalized a fundraising letter, the more likely a prospective donor will read it and respond positively. In addition to donor segmentation, use your individual donor data to add a personal touch to your outreach. Some ways to do this include:

  • Using the donor’s name in your salutation and when you make your ask
  • Acknowledging and thanking the donor for their last gift and mentioning the specific amount
  • Noting any relevant details from your past correspondence with the donor
  • Leveraging your donor segments to include language that appeals to their interests

Your letter’s recipient has almost certainly received donation solicitations before—probably many times. Personalization helps your fundraising letters stand out.

3. Employ Storytelling

When drafting your donation request, storytelling is crucial. You want to show how your work has had a positive impact on local communities and what partnerships have formed as a result.

Use success stories that appeal to donors’ emotions. You can select a particular beneficiary or volunteer to highlight or have them share what your nonprofit has meant to them. Also, consider how to incorporate imagery to make your story come alive.

When you provide donors with an authentic story about your work, they become more invested in helping keep that story a reality.

Expert Psychology Tips to Optimize Your Storytelling

4. Include a Call to Action

Effective donation request letters include a clear call to action. This is where you ask for a financial contribution or in-kind donation, such as donated prizes or gift cards for your upcoming raffle. Depending on your goals, you may also ask recipients to register for an event or sign up for a volunteer day.

Whatever your goal, be clear about what you want donors to do. Your words should be direct. Ask for exactly what you need rather than assuming donors will know how best to help. You can also tailor your call to action based on the type of campaign you run. Here are a few examples:

  • Join our community of monthly donors today with a $10 recurring donation.
  • Create a fundraising page to raise money for this cause as part of your birthday celebration this year.
  • Register today for our annual fundraising gala.
  • Make an end-of-year gift of $100 today to help us meet our matching fund.

Your call to action should be specific, timely, and compelling enough that people feel motivated to donate money, time, or goods the moment they receive your donation request letter.

5. Express Thanks in Advance

Thanking donors is vital to showing them that you value their contributions. When donors feel appreciated, they’re more likely to remember your mission, stay involved with your cause, and give again in the future.

When you thank donors for their gifts in advance, it helps them feel good about giving and provides encouragement to act on your request. In your request letter, thank them for their time and consideration and remind them of what it will help your nonprofit accomplish. With online donation requests, direct donors to a thank-you page immediately after they donate.

And, of course, be prepared to follow up after donations with more creative ways to express your gratitude.

6. Consider Your Timing

When you send your donation request letter matters. Giving Tuesday sees a higher volume of requests from nonprofits than other times during the calendar year. Make sure to hop on this trend to take advantage of donors more open to the idea of giving during this season.

Conversely, consider sending appeals at slower times of the year when your message is less likely to get lost in a busy holiday inbox. To ensure regular touchpoints, map out several seasonal donation request letter campaigns.

Donation Request Letter Examples

Always personalize donation request letters to your nonprofit’s mission and unique donor community. That said, many appeals include similar elements, and employing a template can be easier than starting from a blank page.

Below are sample donation request letters to inspire your appeal letters. Customize them for fundraising campaigns focused on individual donations, corporate giving, sponsorships, in-kind donations, and event registrations.

Individual Donation Request Letter Template (New Donors)

Dear [Donor’s Name],

My name is [Name], and I’m the [position] at [Nonprofit]. At [Nonprofit], our mission is to help [mission] by [steps nonprofit has taken].

[Give a specific example of your impact].

While we’ve made outstanding progress, [Nonprofit] still has work to do. We need your support for [new project or event].

Would you donate [donation amount, items, or services] today to help us achieve our mission?

To contribute, visit our donation page at [donation page link].

If you have any questions, I would be happy to provide you with more information about how you can help support our work.

We greatly appreciate your donation, which we’ll use to [describe how you’ll use the donations and the impact this donation will have].

Please join us! Your donation will bring us one step closer to [goal]!

Sincerely,

[Name]

[Nonprofit’s Website]

[Email]

Individual Donation Request Letter Template (Current/Past Supporters)

Dear [Supporter’s Name],

Thank you so much for your past support of [Nonprofit]. Your [description of past financial or in-kind contributions or volunteer time] has been instrumental in allowing us to meet our mission of [your cause].

Our vision for the future involves [who/what you plan to help and how it’ll make an impact]. We can achieve this by fostering a strong network of volunteers and supporters.

In the last year, we leveraged [number] hours of volunteer time and raised [amount raised]. This wouldn’t have been possible without our generous donors and volunteers like yourself.

That’s why I’m reaching out today—our work isn’t finished, and I know you’ll stand with us to ensure we achieve [goal].

Would you donate [donation amount, items, or services that you need] today to help us carry out our mission?

To contribute, visit our donation page at [donation page link].

Our charitable organization relies on financial support and volunteer hours to provide assistance to [who you help]. By supporting us again, you’ll provide [describe how you’ll use the donations and the impact this donation will have].

If you have any questions, I would be happy to provide you with more information about how you can help fuel our work.

Your generosity will make a difference in the lives of [who you help]. Thank you for your time and consideration.

Sincerely,

[Name]

[Nonprofit’s Website]

[Email]

Corporate Donation Request Letter Template

Dear [Corporation’s Name],

I’m writing on behalf of our organization, [Nonprofit]. We are a local nonprofit whose mission is to [mission]. We’re dedicated to [why you exist].

We’ve made great strides to date, including:

  • [Measurable goal or achievement]
  • [Measurable goal or achievement]
  • [Measurable goal or achievement]

However, [Nonprofit] still has a lot to accomplish. That’s where you come in. We need your help to achieve our goals in [the community you serve].

To make [specific goal you’re looking to fund] a reality, we need to raise [goal amount]. This will cover [what specific activities the funding will allow you to do].

We need corporate donors like you to help us continue our mission. We’re looking for [donations, matching funds, whatever you need] ranging from [desired amounts].

Would you partner with us this year to make this dream a reality?

To contribute, please [provide steps for how to give].

If you have any questions, I would be happy to provide you with more information about how you can help support our work.

We greatly appreciate your generosity, as it will help us [describe how you’ll use the donations and the impact this donation will have].

Your donation truly makes a difference in the lives of [who you’ll help]. Thank you for your time and consideration.

Sincerely,

[Name]

[Nonprofit’s Website]

[Email]

Sponsorship Donation Request Letter Template

Dear [Sponsor’s Name],

I’m writing on behalf of our organization, [Nonprofit]. We are a nonprofit whose mission is to [mission]. We’re dedicated to [why you exist] and continually strive to improve our programs and services to better serve [who you help] in our community.

We’re currently preparing for an event on [event date] to propel our work forward. We’re hosting [name of event] to [tangible outcome]. It’ll take place at [location of the event], and we hope to have [projected number of participants] join us.

To make this event a success, we must secure [the number of sponsors or amount raised from sponsorships]. This will allow us to [what the sponsorships will make possible].

Will you join us as a [sponsorship level name and/or dollar amount] sponsor?

To sponsor the event, please review the attached form detailing the different packages available and contact us at [email/phone].

In return for your generous support, you’ll receive:

  • [List of your nonprofit’s unique sponsorship benefits, like the sponsor’s logo on all printed materials and free tickets to your event’s after-party].

If you have any questions, I would be happy to provide you with more information about how you can help support our work.

Your partnership will make a difference in the lives of countless [who you help]. Thank you for your time and consideration.

Sincerely,

[Name]

[Nonprofit’s Website]

[Email]

In-Kind Donation Request Letter Template

Dear [Donor’s Name],

My name is [Name], and I’m the [position] at [Nonprofit]. At [Nonprofit], our mission is to help [beneficiaries] by [steps your nonprofit has taken].

[Give a specific example of your impact].

Right now, we’re in great need of [in-kind items you’re requesting] to help us [how you’ll use the items for your mission].

Would you donate [type and number of in-kind items] today to help us keep supporting [your cause]?

To contribute, you can [instructions for delivering in-kind donations].

If you have any questions, I would be happy to provide you with more information about how you can help support our work. If you’d prefer to give financially, visit our donation page at [donation website address].

We greatly appreciate your support, which we’ll use to [describe how you’ll use the in-kind donations and the impact this donation will have].

Keep an eye on our social media channels as we highlight our thanks for all the generosity from our community and people like you in light of this need!

Sincerely,

[Name]

[Nonprofit’s Website]

[Email]

Event Donation Request Letter Template

Dear [Attendee’s Name],

My name is [Name], and I’m the [position] at [Nonprofit]. At [Nonprofit], our mission is to help [beneficiaries] by [steps your nonprofit has taken].

We host a gala each year to raise critical funding for our cause. Our event has grown significantly over the past [the number of years of existence]. We’re excited to surpass last year’s attendance of [number] guests through several new additions to the event, including [how your event is unique this year]. This is all to support our goal of generating [dollar amount you hope to raise] from the evening’s festivities for [your cause].

Join in this success by registering for a ticket at [event registration website]!

If you’d like to provide an additional donation or support the event in another way, visit [event information website] or contact us at [contact information].

Your attendance and generous donation will make it possible for us to continue our mission and provide vital resources to [who you help].

Thank you for your time and consideration. We look forward to seeing you at the gala soon!

Sincerely,

[Name]

[Nonprofit’s Website]

[Email]

Write Effective Donation Request Letters to Engage Supporters

Donation request letters allow you to share your nonprofit’s story and encourage donations. With personalization, strong calls to action, and the right timing, nonprofits can deploy donation appeals that inspire supporters to get involved.

Use the above templates and our free on-demand training course as a starting point, but don’t forget to customize your letters to speak to your unique donor segments and highlight your specific campaigns.

Copy Editor: Ayanna Julien

Article Source:

  1.  “Donor Segmentation: A Quick Guide for Impactful Nonprofits,” America’s Charities, last modified June 16, 2021, https://www.charities.org/news/donor-segmentation-quick-guide-impactful-nonprofits.

Buy vs. Build: How to Streamline Your Nonprofit’s Donor Data Pipeline

This blog was written in collaboration with Sam Heckendorf, Data Scientist, and Alexandra WilsonBusiness Intelligence Lead of Classy’s Data Science and Analytics team. 

In our previous post, we dove into the critical role of a modern data stack in transforming how nonprofits approach fundraising. By creating a smooth flow of data, this overhaul enables organizations to maximize donor contributions, target new supporters, nurture existing relationships, and personalize the giving experience for each individual.

We identified three common bottlenecks in turning raw data into actionable insights:

  • Siloed systems: When internal departments fail to coordinate their efforts, it can result in duplicated work, data accessibility issues, and difficulties adapting to new requirements.
  • Inconsistent reporting: Without standardization across teams, stakeholders lack alignment on definitions and metrics. Additionally, using siloed systems for data management and reporting can lead to inconsistencies in organizational key performance indicators and uncertainty in data validity.
  • Data swamps: When organizations lack consistent data governance practices, data lakes can become unmanageable, disorganized, and inaccessible, rendering the data practically unusable.

Below, we’ll explore how opting for a point-and-click approach is the most effective route to combat these bottlenecks and streamline donor data pipelines. Specifically, we’ll cover how opting to buy rather than develop in-house systems can generate immediate returns.

Let’s dive in.

Unpacking the Buy vs. Build Debate

Before we delve into managing and organizing your nonprofit’s data infrastructure, let’s first understand why nonprofits have historically favored building extract, transform, load (ETL) pipelines over purchasing point-and-click tools.

What Are ETL Tools and Why Are They So Important?

ETL tools streamline data integration processes, enhance data quality, and improve accessibility to organization-wide data. In this post, we’ll concentrate on the E (extract) and L (load) components.

Extraction is the first step in the process. It refers to pulling data from sources like databases, APIs, or cloud services and storing it in repositories like data warehouses, data lakes, or cloud storage. Engineers and analysts can then apply transformations—like deduplication and data cleansing—using built-in capabilities of tools such as dbt (data build tool).

After cleaning the data, the final step is loading it into a target system like a data warehouse, data mart, or customer relationship management (CRM) software. This step is crucial because it makes the data available in business intelligence tools like Tableau or Looker. Teams can also use reverse ETL tools, like Salesforce, to extract and load data back into a CRM.

Understanding the Circumstances That Led Nonprofits to Build

Over the past decade, the idea of running a data-driven organization has evolved. Previously, the data landscape involved manual data entry, complex in-house integrations, and siloed decision-making because point-and-click tools were scarce or expensive.

Consequently, organizations built in-house systems for full developmental control, which cost long-term efficiency and adaptability.

With the advancement of ETL tools, off-the-shelf tools like Fivetran and Census have simplified the manual process of orchestrating data flows from one source to another. Instead of coding how to extract data across sources automatically, apply transformations with complex queries, and load the data into a database, a developer can simply configure these processes using prebuilt connections provided by Fivetran.

With the click of a button, Fivetran’s connectors allow organizations to extract data from disparate sources—like Salesforce and Google Analytics—and transform them in a data warehouse using SQL for organization-wide data consumption.

For instance, an organization can extract donor insights, like donation amounts, from its fundraising platform and combine them with campaign-specific cause details. This approach helps create a more personalized email marketing strategy. It also enables the organization to segment its audience, ensuring that messaging is relevant and resonates with donors based on their past interests and contribution amounts.

Secondly, adopting new tools often comes with a price tag. Stakeholders might not immediately grasp the direct correlation between data reliably flowing through systems and increased fundraising. In fact, many may question, “How does fixing data pipelines contribute to our mission?”

As we explore below, ensuring the integrity of donor data pipelines plays a crucial role in fulfilling your mission, but learning why and how to advocate for it is the first step to securing the resources you need.

The Strategic Impact of Buying Data Solutions

Although the value of data integrity may not be immediately clear to your organization, we know firsthand the impact of a buy vs. build integration approach. Some of the primary benefits include:

  1. Saving time to focus on what matters: ETL tools can make data more readily available and reliable, enabling you to plan, iterate, and report on fundraising success. This helps fundraisers understand that giving follows a specific seasonal pattern and that individual organizations have unique seasonality, making time crucial when planning major events and seasons.
  2. Lowering overhead and knowing when things break: ETL tools provide your team full visibility of donor data pipelines using low to no-code solutions. This means you might not need additional staff to manage data influxes. These tools also help monitor data costs and usage because, unlike manual scripts that can be a black box of unknown costs, ETL tools offer visibility that can save money.
  3. Expediting time to gain insights and mobilize fundraisers: ETL tools are essential for rapidly streaming data into your marketing systems, enabling you to segment and create appeals efficiently. By syncing new data into your systems frequently, even sub-hourly, these tools optimize the time to gain insights, empowering fundraisers to act promptly on these insights.

These tools also simplify data access and usage for stakeholders not directly involved in technical aspects, such as writing and executing code. This is crucial as these stakeholders prioritize data accuracy and timeliness over technical processing and delivery details.

Key Steps for Adopting a Buy-over-Build Data Pipeline Model

There are numerous ways to structure your tech stack to address your organization’s challenges. While the tools available are plentiful, the fundamental principles remain consistent.

In the graphic below, we outline the core components of a smart data stack fueled by a point-and-click approach.

Buy vs. build data pipeline graphic

The journey starts with data sources, fueling your fundraising efforts. Store this data where you can transform and interpret it, then move it to your source of truth. Clean data then flows into your marketing system for segmented appeals or your visualization tool to share insights. The arrows depict the data flow across systems for processing.

Even without a data warehouse, you can integrate tools in your tech stack to communicate. However, this integration may only go so far in maximizing your CRM’s effectiveness. Nonprofits often directly integrate tools like Salesforce, Omatic, and Virtuous, but without a data warehouse, they miss out on fully leveraging their data.

How to Get Started

Earlier, we discussed how adopting new ETL tools can efficiently connect systems.

First, ensure that critical data sources automatically feed into your central data repository, where transformation occurs. Centralizing data in one location is crucial for effective data management.

Next, ensure data integrity across your reporting and marketing systems by seamlessly exchanging data between these tools and the central data repository. Here are a few examples of how to ingest and activate data across your user-facing systems:

  1. Utilize an extraction tool, like Omatic, to automatically extract data from Classy and integrate it into a donor data warehouse or CRM.
  2. Set up a Zap in Zapier to automate the data transfer into a donor data warehouse or CRM. Classy’s Zapier integration can help.
  3. Interpret the results of a marketing A/B test in your reporting system by sending marketing results back into your single source of truth via Census.
  4. Get Slack notifications when a donation exceeding $1,000 comes through Classy via the Zapier integration.

Implementing these practices will significantly accelerate your progression through data maturity. By connecting donor trends and patterns across your systems, you’ll segment and activate more effectively, thanks to the enhanced visibility into the donor lifecycle.

See It in Action

In December 2023, Classy hosted its inaugural Data Symposium. We gathered leaders from Team Rubicon, The Salvation Army, City of Hope, The Leukemia & Lymphoma Society, Cedars-Sinai, and more to explore what’s possible in data and innovation for the philanthropic sector.

Classy’s data team noted several recurring themes from the numerous conversations:

  • Cloud migration: Moving away from on-premise databases and CRMs and opting for cloud-based solutions for increased flexibility and scalability is a trend among modern organizations.
  • Automated identity resolution: Exploring methods to automatically deduplicate records and link constituents to existing profiles has helped organizations streamline data management processes.
  • Streamlined donation processing: Improving the donation processing speed to reduce the time taken for supporters to receive their first welcome email is critical in the modern fundraising ecosystem, necessitating faster and more frequent data processing pipelines.
  • Unified customer data platform (CDP): Implementing a CDP to consolidate activity logs and segmentation allows organizations to track supporter engagement comprehensively and in real time.
  • Intelligent marketing and outreach: Leveraging the CDP to segment donors effectively based on their activities and preferences, organizations enable personalized asks and recruitment efforts while maximizing the impact of marketing campaigns.

These nonprofits recognize the importance of leveraging technology to enhance fundraising and supporter engagement. By investing in transforming their tech stacks, they’re taking a strategic approach to adapt to the evolving landscape of nonprofit operations. These investments signify a commitment to improving data management, enhancing communication with supporters, and achieving greater impact in their respective missions.

Additionally, these principles guide our approach at Classy when considering where our fundraising platform fits within your tech stack. Classy’s open API fuels our extensive integrations library, featuring Google Analytics 4, Zapier, Omatic, Salesforce, and others. This capability allows you to link various data sources and eliminate data silos effortlessly.

Learn More about Our Integrations

Practicing What We Preach: Classy Studio

Fundraising campaign built on Classy Studio

Let’s consider an example using our latest product launch, Classy Studio.

When a campaign powered by Classy Studio gets launched and receives donations, ETL tools allow the Classy data team to automatically ingest this product data, like donation volume, into our single source of truth, where we can explore how to make our product smarter and work harder for our nonprofit customers.

By embracing a modern data stack approach, we harness the full power of our data to inform decisions and predict future behavior.

Revolutionizing Fundraising with Modern Data Stack Solutions

In the modern data-driven nonprofit landscape, the challenges of inconsistent reporting and managing multiple data sources can seem daunting. However, by embracing modern data pipeline solutions, organizations can use the transformative power of easy data ingestion and integration.

As we’ve explored, the value of easy data ingestion extends beyond mere convenience. It empowers fundraisers to save time, lower overhead costs, and expedite time to insights, enabling them to focus on what truly matters: maximizing the impact of their fundraising efforts.

We encourage you to look closely at how your nonprofit’s data flows across systems and consider the potential benefits of incorporating no-code solutions into your tech stack. By embracing these tools, you can elevate your organization’s fundraising capabilities and embark on a journey toward greater efficiency and effectiveness.

Copy Editor: Ayanna Julien

Top 7 Reasons to Invest in Monthly Recurring Donations

Before online giving, accepting monthly recurring donations was difficult. Nonprofits had to get donors to commit to regular financial contributions (usually by phone or direct mail) and ensure they followed through.

Building a strong recurring giving program is no longer nice to have but critical to nonprofits’ sustainability and scalability. Thankfully, with increased access to online fundraising systems, inspiring and accepting monthly recurring donations has become a realistic option for nonprofit organizations of all sizes.

It’s time for your nonprofit to consider developing and promoting an online monthly giving program. Here are some of the top benefits of establishing a robust recurring program at your nonprofit.

Reasons to Invest in Monthly Recurring Donations

Classy’s State of Modern Philanthropy report found that 29% of first-time donors who become recurring donors do so within the first 90 days of their initial gift. Once they’ve established their regular giving cadence, these loyal supporters are over 9x more valuable to your nonprofit.

If that’s not enough to motivate you, here are seven other critical reasons your nonprofit must strengthen its recurring giving program.

1. Increased Revenue

Of the top nonprofits on Classy, nearly 40% of their revenue comes from recurring donors. Even though monthly donors generally give smaller amounts on a per-gift basis, the aggregate amount they give over a year almost always adds up to more—even compared to those who give quarterly donation amounts.

Successful Nonprofit Example: Recurring Donation Volume

Denver Rescue Mission challenged its donors with a “Double Your First Three Months of Giving” offer, thanks to generous donors who provided up to $36,000 in matching funds. Over $12,465 in new or upgraded monthly donations came in in one month from 125 donors, exceeding its goal by $465 and adding 81 new monthly sustainers. The long-term value of those new recurring donors is more than $580,000.

2. Easy and Effective Giving Process for Nonprofits and Donors

A monthly recurring donation allows supporters to spread the financial impact of their giving across the entire year. In our Recurring Donor Sentiment Report37% of respondents said they make a recurring gift over a one-time gift because giving in smaller increments is more budget-friendly. Supporters contribute more annually, but the payment distribution makes the commitment more manageable.

This flexibility makes recurring giving campaigns an especially effective way to increase gift amounts from committed supporters who might not have the financial resources to move up and become major donors with larger one-time gifts.

Also, from the nonprofit’s perspective, monthly recurring donations provide a more approachable way of asking donors for larger financial commitments. Instead of asking for an increasing lump sum each year, your organization can ask for a smaller monthly donation that adds up over time.

Using a recurring donation platform like Classy makes it easier to establish automatic payments with a credit card, PayPal, Venmo, or other preferred methods. Donors receive notifications to update their payment information as the expiration dates approach, and nonprofits can leverage easy templates for donation receipts and donor stewardship following each gift.

Successful Nonprofit Example: Streamlined Giving Options

Atlas Free was an early adopter of embedded donation forms, both pop-up and in-line, simplifying the transaction process and routinely seeing 2x the industry standard conversion rate.

Using the customization capabilities of Classy’s embedded donation forms, the nonprofit pairs powerful storytelling with a superior donation experience that allows donors to select recurring giving amounts based on beneficiaries’ stories. As a result, Atlas Free experienced a 151% increase in monthly supporter retention between 2021 and 2022 alone.

3. Improved Cash Flow

Monthly recurring donations are incredibly beneficial from an operational perspective. Since nonprofits often receive most of their income during a seasonal donation window, their revenue typically feels stretched outside those major giving days.

Nonprofits may notice revenue confined to certain months throughout the year, but operating costs generally get spread out evenly. As a result, organizations can experience insufficient cash flow to function optimally during the down months.

Building a predictable revenue stream helps to reduce this imbalance and provide much-needed support during your organization’s lull periods.

Monthly gifts also protect your nonprofit during times of uncertainty or emergency, such as a disaster or pandemic. When unforeseen circumstances challenge your organization’s cash flow, a recurring giving program will provide critical stability.

As a small nonprofit, we focus on developing sustainable income streams. Each month, we receive a significant portion of reliable funds through recurring donors. We want to normalize recurring giving because it’s the way true change happens.

Annie Lazarski

Annual Fund Lead at Karam Foundation

4. Better Long-Term Planning

The Fundraising Effectiveness Project’s quarterly fundraising reports have found that repeat donor retention rates have remained steady despite economic fluctuations—one of the only forms of giving to have done so.¹ As a result, this recurring donation revenue offers greater predictability than one-time donors.

With accumulated data, organizations can easily calculate the average life span of monthly recurring gifts and the monthly acquisition rate of new recurring donors. This means that a mature monthly recurring donation program can help an organization improve its long-term planning and decision-making.

For example, it’s much easier to commit to hiring a new staff member or piloting a new program if you know you can cover these costs with recurring revenue. Investments in recurring donor stewardship and relationship-building are key to successful long-term planning.

5. More Cost-Effective

There’s no need for repeat solicitation with recurring donation options. Once a donor is in your monthly recurring donation program, the gifts continue indefinitely until they decide to stop. Still, you’ll need a donor retention strategy to encourage continued engagement, but the costs of maintaining recurring donors are generally lower than annual givers.

Simple ways to improve donor retention without spending more include:

  • Personalizing your outreach messaging
  • Experimenting with donation form questions to understand your donor base better
  • Sending customized follow-up emails after each online donation

Tip for Success: Offer More Flexibility through Recurring Donation Frequencies

Make it easy for donors to continue giving recurring donations at the frequency that works best for them. Offer options to give daily, weekly, biweekly, monthly, quarterly, semiannually, and annually.

6. Strengthened Donor Loyalty and Engagement

Our Recurring Donor Sentiment Report found that 56% of monthly donors feel their recurring gift lets them continuously support the organization. Additionally, 47% believe their ongoing donation makes a greater impact than a one-time gift.

It’s clear that recurring donors have a sense of loyalty to and investment in the nonprofits they support. This means they’re likely willing to take additional actions for your nonprofit on top of their monthly donations.

In fact, 84% of recurring donors become champions of the cause, extending their involvement through volunteering, additional donations, event attendance, advocacy, and peer-to-peer fundraising initiatives. Plus, 25% of all recurring donors on Classy return to give an additional one-time donation within the same year.

Use that heightened engagement to provide ongoing stewardship that keeps them involved. Invite them to an event, suggest they participate in a peer-to-peer fundraiser, or ask them to share your message with their wider network.

7. Heightened Sense of Community

The key to donor retention is nurturing a deep sense of trust, connection, and collaboration with your community. This requires tailored communications suited to each individual’s interests and motivations.

Every month, when a donor makes their contribution, you have the chance to start an organic conversation and remind them of their impact on your nonprofit. This fosters a clear sense of community critical to donors and solidifies a positive feedback loop that keeps them engaged with your nonprofit.

Successful Nonprofit Example: Community-Driven Growth

Brooklyn Public Library is incredibly connected to its supporter base and has leveraged this to grow its recurring donor program with Classy. The nonprofit doubled its number of recurring donors in one year through a multipronged approach that puts monthly giving front and center on most of its donation websites and embedded donation forms.

Integrate Recurring Giving into Existing Fundraising Campaigns

Start integrating requests for monthly recurring donations into your existing fundraising efforts and donation pages. This is the easiest way to integrate recurring giving and start testing different appeals while beginning to acquire recurring gifts.

You could also try including a recurring giving option in your next crowdfunding campaign or use a crowdfunding effort to promote your dedicated recurring giving campaign once it’s ready.

Develop and Promote a Recurring Giving Program

Now that you’re convinced why you should invest in a monthly recurring donation program, it’s time to start.

To start building a successful, scalable recurring giving program, identify your goals, analyze your audience, and plan a campaign to promote monthly donations. For example, these goals could include your target monthly recurring revenue or number of monthly donors.

Once you identify your focus, it’s crucial to keep your audience in mind when deciding on the best appeal.

Consider the top factors that form your target demographic and leverage your donor personas to map your fundraising strategy. From there, identify a small group of your most committed supporters to help get your new donor program off the ground, and ask them to become monthly donors. With a soft launch, you can test your strategy and receive valuable feedback from your avid advocates.

Create an exciting opportunity your community wants to join, and the return on investment from each monthly recurring donation will set you on a path to sustainability.

Copy Editor: Ayanna Julien

Article Source:

1. “FEP Reports,” Fundraising Effectiveness Project, last modified February 2, 2024, https://afpglobal.org/fepreports.

12 Donation Match Best Practices to Supercharge Fundraising

This blog was written in collaboration with the team at Double the Donation, an online donation matching tool built to amplify nonprofit fundraising.

When resources are tight, social impact organizations have to make the most of every contribution. That’s where donation matching opportunities come in.

According to research from Double the Donation, 84% of donors are more likely to give if their contributions get matched, and one in three say they’d make a larger donation if a match were available.

In this guide, we’ll walk through our recommendations for maximizing a matching gift strategy⁠, including the best matching gift sources and tried-and-true tips for success.

How to Source the Right Donation Match Partner

Maximizing a donation match starts with sourcing the right matching gift partners for your organization. Luckily, existing data can be one of your most valuable assets in identifying and pursuing matching gift opportunities⁠—from employee matching gifts to major donation match challenges.

Just as software providers like Classy and Double the Donation use platform data to refine their tools, nonprofits should leverage first-party supporter data to enhance their engagement strategies. In this case, donor data can directly inform the types and sources of matching gifts you pursue.

Donation Match Structures

Understanding which donation match best suits your goals is essential. Here are a few of the most popular matching gift initiatives your organization might consider.

Employee Matching

With employee (or corporate) matching gift programs, companies match employees’ donations to nonprofit or educational causes. According to research from Double the Donation, nearly 27 million individuals work for over 24,000 companies that match donations.

Fundraising Matches

Through fundraising match programs, employees request funds for the donations they raise on behalf of a nonprofit organization. These initiatives often coincide with peer-to-peer fundraising campaigns, like run/walk/rides and other event-a-thon experiences.

For example, if a volunteer fundraiser collects $1,000 from their peers for a 5K charity run, they can request a match for the sum from their employer⁠—even if they didn’t contribute to the funds.

Custom Matching Gift Programs

With a custom matching gift program, a company also matches its employees’ donations. However, it matches gifts only to a single nonprofit with an established partnership. These programs foster relationships between organizations, matching partners, and individual donors.

Donation Match Challenges

Through donation match challenges, a company, foundation, or major donor agrees to contribute a match up to or equal to the sum of the other donations collected within an established time frame. These initiatives incite urgency and often get organized in tangent with time-based efforts like Giving Tuesday.

Matching Grants

With matching grants, a type of donation provided by a company, foundation, individual, or government agency, the recipient collects a predetermined amount (typically equal to the match offer) in other donations.

For example, a Fortune 500 company might propose a generous donation of $10,000 to a nonprofit medical research center. However, the organization must first raise $10,000⁠.

Donation Match Sources

Once you’ve honed in on the type of match you’ll offer, identify the funding source.

Corporations

Corporations can be some of your organization’s most valuable matching gift providers. For one, your team can encourage donors to request matches from their employers. Clear communication on the matching gift process⁠—and ample resources to aid donors in advocating for new matching gift programs⁠—encourages program participation and amplifies individual contributions.

However, companies may also consider funding a donation match challenge, matching grant, or other type of match. These initiatives supply organizations with invaluable match funding and inspire individual giving beyond a company’s workforce.

Small Businesses

A small business matching partner is typically a local or regional company in your geographic area. Consider nearby boutiques, accounting firms, grocery stores, service providers, restaurants, and more.

Because smaller businesses likely receive fewer sponsorship proposals, and you already have a shared interest in supporting your specific community, these match partners may be easier to reach. Plus, positive publicity can benefit the company’s bottom line and contribute to its corporate social responsibility (CSR) efforts.

Influencers

Influencers activate modern supporters.

In fact, our Why America Gives report shows that new generations of supporters are more than four times as likely to learn about⁠—and get inspired to support⁠—causes from influencers and celebrities than traditional donors.

Thanks to their widespread reach and significant online following, nonprofit influencers can ask their audiences to chip in to fund a match. Plus, if the influencer is also a devoted supporter of your cause, they may contribute their dollars, too.

To find the right partner, reach out to well-known individuals with connections to your organization’s mission. For example, if your nonprofit works with animals, look for an influencer who has demonstrated a love of furry friends in the past. They’ll be more inclined to accept your proposal and likely to have an audience that cares about your cause.

Major Donors

A major donor-funded match leverages a contribution from a highly generous supporter to amplify gifts from other individuals. To get started, use your donor data and prospect research strategies to locate a donor willing and able to fund a match. Then, identify individuals who have contributed significant gifts in the past and determine if you have any underutilized major gift prospects in your database.

From there, implement highly personalized engagement strategies (such as face-to-face meetings or video chats) to pitch the idea of a donation match.

Board Members

nonprofit’s board of directors often contains some of its most valuable donors, and these individuals are ideal prospects for funding a matching gift campaign. Many companies (such as the U.S. Bank, Autodesk, and Schneider Electric) even offer unique matching gift programs for board members with increased matching gift ratios, heightened donation maximums, and more.

Crowdfunding

Crowdfunding proves there’s strength in numbers.

While nonprofits often rely on a key contributor to put up a matching gift, sourcing high-value matches requires significant relationship-building and development team time. However, if your nonprofit doesn’t have the capacity to secure a match from a single donor, consider crowdsourcing your matching fund instead.

Crowdfunding allows your team to leverage multiple smaller or mid-level gifts to establish a match—even without a major donor at your disposal.

To crowdsource a matching gift, you only need a powerful crowdfunding platform and a network of supporting donors to help fund your efforts. Then, get donors of all levels involved, including local businesses, corporations, influencers, and more.

Top Tips to Identify and Optimize Each Matching Gift Opportunity

For the greatest results, your team should make the most of every donation match opportunity available, regardless of its origin.

1. Identify Potential Match Funders

As you initiate the match-sourcing process, start by reviewing your relationships with major donors, corporate sponsors, local businesses, foundations, grantmaking institutions, and more.

Screening for existing matching gift companies using donors’ employment information can also shed light on other opportunities in your network.

List of donation match companies

Plus, a matching gift tool like Double the Donation (which integrates seamlessly with Classy’s platform) offers an excellent way to gather, organize, and leverage this data.

2. Tailor Your Matching Gift Proposal

As you propose matching gift opportunities to potential partners, tailor your pitch to each prospect according to their primary goals and objectives. Consider suggesting multiple match levels with incentives increasing based on the amount contributed.

Some matching donors may want public recognition, while others would rather avoid the spotlight. As a result, you might feature a corporation looking for a marketing boost on your website and campaign materials while framing an individual donor as a generous but anonymous matching partner.

3. Make Your Pitch

At this point, you have established the basis of your nonprofit’s elevator pitch. (Hint: You’ll want to include your mission statement, impact stories, data, and a description of your partnership’s added value.) Now, you’re ready to pitch your proposal.

Remember, use your relationships. See if anyone in your network can warmly introduce a new partner. Do you have a staff member who knows the owner of a local business? Does a committee leader work with an influencer you’d like to pitch? Leverage connections to grab the partner’s attention and build a strong foundation.

4. Amplify Giving Further with Multiple Matches

Matching gift funds aren’t generally mutually exclusive. To amplify donation impact, consider layering multiple matching gifts, such as an employee match on top of a challenge gift.

For example, imagine an individual donates $100 during a matching gift challenge, bringing the total value to $200. Afterward, the donor learns the gift also qualifies for a match from their employer. Upon submitting a request, the company matches the initial $100, which, in addition to the existing match, brings the total value to triple the initial gift.

5. Align Expectations with Your Match Partner

Before you announce your match campaign, have a clear agreement with the funding partner to help foster trust and transparency from the start. It essentially boils down to this:

  • What does the partner expect from our nonprofit?
  • What do we expect from our partner?

Be sure you’re on the same page regarding the limits, time frame, and other campaign criteria. Additionally, ensure a mutual understanding of what the money will support⁠ and the donor’s role in the campaign.

Smart Practices for Marketing Your Matching Gift Initiative

Once you’ve established your donation match, it’s time to promote the opportunity to your audience. Follow these steps to increase awareness and participation in your matching gift efforts.

1. Launch Your Campaign

With the terms set, it’s time to start connecting with potential supporters. First, email repeat donors, recurring givers, and active fundraisers. Let them know they’re the first to hear about the opportunity, encouraging them to get you on your way to maximizing the match.

From there, take your campaign to the wider community.

2. Tell Stories to Communicate Match Impact to Individual Donors

Donors who understand the impact of their gifts⁠—and matches⁠—are most likely to participate in your campaign. We recommend incorporating smart storytelling strategies to demonstrate tangible outcomes in your matching gift outreach.

For example, here’s a story a nonprofit animal charity might share:

“In the past year, our organization received $20,000 in matching gift funding, allowing the shelter to expand its facilities significantly⁠. We can now take in twice as many furry friends, providing the care, love, and rehabilitation they need before finding their forever homes.”

3. Keep Your Donor Messaging Short and Sweet

Donors’ attention gets pulled in multiple directions at any time, so you’ll want to capture their interest quickly. Let supporters know they can always follow up with your team for more information about the matching campaign, but aim to keep your messaging about it short, sweet, and to the point.

4. Establish a Sense of Urgency

Matching gift campaigns are typically time-bound, creating a sense of urgency that motivates people to get involved. While supporters can contribute to your mission anytime, the matching aspect makes them feel their donations will have a greater impact, driving increased participation.

Luckily, establishing urgency can happen in a few ways, depending on the structure of your match. Here are a few examples:

  • “A generous sponsor will double all gifts made in the next 24 hours! Give today to double your donation.”
  • “A major donor is matching gifts up to $50,000. Donate now to get your gift matched before it’s gone!”
  • “We’ve reached the halfway point of our matching gift! Give now to double your impact!”
  • “Your recent donation likely still qualifies for a match from your employer. Click here to complete your request before the window closes.”

5. Highlight Your Match in Relevant Fundraising Appeals

For individual donors, mentioning a match in your fundraising outreach goes a long way. This allows you to communicate the giving opportunity, drive traffic to your campaign page, and inspire excitement regarding the match.

Your appeal demonstrates why supporters should navigate to your donation website. Use the email to explain how your matching fund works, explain eligibility requirements, include impact-focused testimonials, and tap into the emotional hooks of your mission.

One example of an impactful matching gift email from To Write Love On Her Arms promoted a $10,000 donation match campaign in partnership with Newport Academy.

Donation match campaign example

The appeal has an eye-catching graphic at the top to draw the reader in and highlight the dollar-for-dollar match. It shares quotes from real people who have benefitted from TWLOHA’s work to demonstrate the nonprofit’s impact. Then, it introduces the match with additional context while moving the reader toward a bright orange Double Your Donation Now button.

6. Market Your Match at the Point of Donation

Once a match gets established, your nonprofit must clearly market the matching gift opportunity to your audience. Your campaign page is one of the best places to start, allowing you to integrate matching gifts directly into the online giving experience.

Regardless of the primary match type, we recommend collecting mid-donation employment data to screen for corporate match-eligible transactions. It can be as easy as adding an employer search tool to your giving form, which empowers donors to check their eligibility and pursue a corporate match, if available.

7. Follow Up for Future Success with Intentional Stewardship

With a matching campaign, your follow-up process is twofold. First, acknowledge and thank donors for their participation. Later, share impact stories and other updates that illustrate the progress their gifts helped make.

Always remember to thank your match suppliers, too. The matcher is clearly invested in your cause, so take special care to keep them engaged and excited about your work.

Consider also reviewing the overall success of your campaign. Which communication channels or messages sparked the most engagement? Did this matching campaign attract particular segments of your donor base? Record conclusions and lessons learned to improve your next matching campaign.

Harnessing the Power of a Donation Match

A donation match is a win-win-win for every stakeholder involved. As a nonprofit, your donors feel empowered by their amplified impact, your team receives additional revenue, and your community is more engaged.

Whether you leverage a major gift, crowdsource a matching fund, encourage corporate matching gift participation, or use a combination of the three, expect to see transformative results for your organization.  

Copy Editor: Ayanna Julien

What Collaborative Means to Me: A Look Inside Classy’s Inspiring Nonprofit Event

Collaborative 2024 is approaching with even more experiences attendees are sure to love. 

Forward-thinking nonprofit professionals and social sector experts nationwide look forward to Classy’s annual two-day event. Together, we ditch stuffy conferences, information overload, and packed agendas. Collaborative is all about venues that unleash creativity and innovation with stimulating interaction and social activities to match.

This year, we’re taking over the vibrant West Loop in Chicago as the home base for new ideas and strategies to expand the collective impact of the social sector. 

Because Collaborative means something special to each unique attendee who joins us, and with excitement building for this May’s event, we decided to explore what keeps people returning.

Check out what people value most about attending Collaborative through the lens of our nonprofit attendees.

Join Us May 15-16, 2024

A Cherished Space for Community

Community is everything in fundraising, and Collaborative attendees feel that firsthand when they come together at our event. They know each person they engage with in May has the potential to become a trusted resource and ally for their cause.

Collaborative brings together hundreds of unique individuals from all over the country, with an unmatched sense of unity and shared purpose. This year’s event will take this even further with the addition of our first Collaborative Chief Community Officer, Dion Dawson, CEO of Dion’s Chicago Dream.

I don’t go to other vendor events; they just aren’t valuable. I just go to Collaborative, as it’s the one conference that helps me become more impactful. It means so much to us to be part of this community, and we really value our partnership with Classy. Nobody builds community better than Classy in the nonprofit space.

Skyler Badenoch

CEO, Hope for Haiti

Next-Level Networking

Collaborative attendees know they’re in a great place to make lasting connections. The event unites the industry’s brightest minds and top fundraisers in comfortable venues, making conversations easy.

This year, Collaborative 2024 will call Morgan MFG and City Hall/Recess home for its main events. There’s also plenty of time for good conversation before and after sessions in local spots like the brand-new Guinness brewery, Time Out Market Chicago, and surrounding West Loop restaurants.

We know how a quick chat can turn into a long-term relationship, so having ample time to connect is invaluable. 

It was really a fantastic experience. Working with my fellow presenters on the various calls was great. Everyone is so smart and comes from such different backgrounds and has such varying experiences, but we are all looking for the same result in the end—to fund the mission.

Erin Dresnick

Senior Director of Development, Parent Project Muscular Dystrophy

Explore Collaborative 2024 Venues

Relevant and Applicable Discussions

While every nonprofit is unique, leaders often share common goals and challenges. Collaborative attendees get uninterrupted space to innovate and brainstorm together on ways to navigate the ever-changing giving landscape.

However, the real value of Collaborative is having some of the top thinkers together in the same room. The various perspectives from those with different approaches and methodologies can leave anyone with an inspiring list of actions to take when they return home.

Having attended many previous events, I can personally vouch for the immense value that Collaborative by Classy offers. This event is not just a gathering; it’s a convergence of some of the most innovative and sharp minds in the nonprofit sector. The intersection of marketing and development discussions here is unparalleled, providing both strategic insights and applicable solutions tailored to our unique space.
For anyone looking to elevate their nonprofit’s impact through marketing and development, this is an opportunity you shouldn’t miss. The conversations are not only thoughtful and strategic but are also deeply rooted in practicality, making them immediately relevant to our work.”

Larry Olson

Senior VP of Marketing and Communications, Tunnel to Towers Foundation

The Collaborative was great. We loved many of the sessions; it’s hard to choose. The onstage conversations with bright minds like Avril Benoit and Heather Bennett were awesome for inspiration and the overall view; the more nuts and bolts presentations on things like embedded donations were really useful. The Collaborative has already inspired us to take several actions. We set up embedded donations on our site and are segmenting our email communications.

Kate Lapides-Black

Director of Communications, For The Good

I want to take a moment to express my deepest gratitude to the incredible team behind Collaborative by Classy. The panels and conversations at Collaborative by Classy were nothing short of inspiring and transformative for me and new friends in the nonprofit realm. The vibrant discussions inspired me to continue to explore recent innovations that can revolutionize our approach to fundraising and donor engagement. Gosh, I love learning. #Student4Ever I’m looking forward to learning more this year and building stronger relationships with supporters, content creators, and other good-hearted folks who look to create positive change in the world.”

Dominic Tovar

Individual Giving Coordinator, Starlight Children’s Foundation

Explore Collaborative 2024 Speakers

A High-Energy and Uplifting Event

Collaborative is an event like no other. Beyond the networking and in-depth discussions of the latest trends in fundraising and technology, attendees walk away feeling renewed and reenergized.

Every learning opportunity helps curious minds do more good in the world in an uplifting, fresh, and synergistic way. The agenda incorporates meaningful breaks, high-energy conversations, and opportunities to pause and take it all in when needed.

Level up the moments that made past events unforgettable with every element of the 2024 experience.

Wow. That’s not a wide-eyed, hands-in-the-air ‘wow.’ That’s a contemplative, sitting with bowed head ‘wow’ punctuated with a period, not an exclamation point. We are deeply thankful for a partner like Classy. The organization has taken a marketing route undergirded by goodwill, community focus, and good humor. Classy’s Collaborative is well executed, productive (I hope) for Classy, and I know is productive for the social good community. Long may it live.

Turnkey

Classy partner

It was my first experience with Classy, and while I was just there for one day, I walked away very impressed with the professionalism of the conference, and the quality and diversity of the speakers and attendees. Everyone seemed to be eager to learn from one-another.

Greg Fox

Senior VP and Chief Strategy Officer at Moore, a Classy partner

Join Us at the 2024 Collaborative in Chicago

You may see yourself in the words of other attendees or be curious about what it would mean for you to experience Collaborative 2024. We would love to find out with you!

Join us May 15-16, 2024, in Chicago for your chance to join the leading philanthropic minds and hearts inspired to change the world. 

Copy Editor: Ayanna Julien

Beyond Clicks: A Comprehensive Approach to Optimizing Paid Ad Performance for Nonprofits

This blog was written in collaboration with Emily Ajalla, Ashley Walker, and William Cawthra of RKD Group, a nonprofit growth accelerator.

In an earlier blog post, we discussed How to Analyze and Optimize Organic Traffic for Your Nonprofit Website. We dove into all the tools and strategies needed to get the most from your efforts to climb Google’s rankings and increase donation volume.

Here, we’ll examine a critical complementary piece in your digital marketing strategy: paid advertising.

Organic search helps users focus their intention to act, but paid ads spark the awareness and the consideration that comes before those actions.

Thus, you must go beyond simply tracking clicks to optimize your nonprofit’s paid ad performance. In this blog post, we’ll review how to better understand and analyze your paid search and paid social channels to improve your return on advertising spend (ROAS).

The Power of Data: Pulling the Right Reports

As always, in the world of digital marketing, we start with data. Knowledge is power, so understanding which reports to pull will help you analyze your performance.

You should review in-engine and landing page data to gain a holistic understanding. However, we’ll focus on the in-engine side for this blog post.

In-Engine Data Analysis

Paid Search

Let’s start with paid search—an important element in any nonprofit organization’s media strategy. Paid search helps you gain visibility on search engines like Google and Bing when potential donors look for relevant keywords.

Here are a few benefits of leveraging paid search ads:

  • Elevate awareness of your nonprofit brand and mission.
  • Edge out competitors for keyword rankings and visibility.
  • Generate immediate interest for time-sensitive events or emergencies.
  • Increase donations to fuel greater impact.

Unlike organic search efforts, which take time to build and see growth, paid search can provide immediate results. However, to maximize your ROAS, you must understand your reporting:

Search Term Report

Reviewing your search term report is essential for creating and maintaining a successful paid search campaign. With your search term report, you can:

checkbox Understand user search intent: This is critical to ensure your keywords, ad copy, and landing page align with the searcher’s intent. In general, high traffic doesn’t inherently mean high-quality traffic.

Search Term Report
“Sponsor a child” triggers search terms with two intents: one for philanthropy and another for immigration.

checkbox Examine the relevancy and quality of your traffic: Understanding which search terms trigger your keywords is key to understanding the quality of your traffic. In general, low-quality search terms will have poor click-through rates (which negatively affect the quality score) and will often have more expensive cost per clicks (CPCs). As more low-quality terms come in, the campaign’s ad rank decreases, leading to impression share lost due to ad rank.

Search Term Report
Adding the broad match keyword “glasses recycling” includes an ad when a searcher looks for places to donate their used prescription glasses. However, the search terms that saw high click-through rates intended to recycle or reuse glass waste. Although the click performance was impressive, the odds of a conversion were low.

checkbox Identify any cost inefficiencies: Inefficient spending can waste precious advertising dollars. By identifying and acting on phrases or search terms that see empty clicks, you can ensure ad spend goes to the traffic that best supports your campaigns’ goals.

In the case of expensive clicks for on-topic search terms, evaluating the match type and ad schedule can be the best tool to bring cost metrics like CPC and cost-per-acquisition (CPA) under control. Testing various constraints and tightening targeting is crucial to ensure you maximize valuable nonprofit advertising dollars.

Keywords with high-auction activity can show extremely elevated CPCs. While these aren’t always negatives, evaluating which match type works best and which audiences are most likely to convert is critical.

checkbox Determine converting search terms: Streamlining ad groups can be challenging, and including every converting query during the initial setup isn’t always feasible. By allowing a campaign to run for a specific period, the search term report can reveal valuable insights, highlighting terms initially omitted as keywords despite their strong conversion performance.

Incorporating these high-performing terms into your keyword list can enhance quality scores, optimize spending efficiency, and boost competitiveness.

Search Term Report
Adding “therapy dog” as a keyword helps find valuable search terms like this. However, adding “migraine therapy dog” as a keyword will allow the campaign to further capitalize on high-quality traffic and improve competitive metrics.

checkbox Monitor search trends: Understanding trends pertaining to your keyword search volume is crucial. You may see traffic increase during natural disasters, awareness months, or if your organization or a topic relating to your organization gets featured in the news. Monitoring your search terms may help you identify opportunities for new campaigns or site content and unveil potential negative keywords.

Search Term Report
This search term indicated that Dr. Oz recently featured a topic related to a nonprofit’s educational goal. However, the metrics associated with search term reports indicate irrelevant search terms.

In addition to the search term report, here are a few areas to consider when building your paid search strategy:

  • Auction insights: It’s helpful to understand who your competitors are and what they do. Fortunately, Google Ads and Microsoft Advertising allow advertisers high-level insights into competitor movement in the keyword auction. With these insights, you can prepare better to make budget decisions, implement or streamline keyword strategies, and gauge campaign health.
  • Search partners spam: Search partners are a network of partner search engines and publisher websites that show ads on results pages, site directory pages, or other pages related to a search. Google and Bing each have a version of search partners, including sites like YouTube, Ask.com, AOL, Yahoo, and others. Enabling these partners can help expand your reach, but there’s little transparency in their data, increasing the potential for fraud and fake clicks from bots.
Search Term Report
Google allows advertisers to view vital partner information like invalid clicks with the addition of a new column. While partner traffic can often be low quality, Google’s traffic report shows us that’s not always the case. It’s vital to test the features offered by advertising channels to see what mix provides the best results.
  • Smart bidding strategies: By leveraging machine learning and existing account data, you can fine-tune your campaign objectives to achieve your desired outcomes. However, you give up a certain amount of control over bidding by using complex bidding strategies like target ROAS (tROAS) or maximizing conversions. Both can also require up to a month of learning to optimize their effectiveness.

Paid Social

Social media has become integral to everyday life in the last decade. Increasingly, people spend more time on these platforms, making paid social another critical avenue for your nonprofit to pursue.

Given Facebook’s vast user base of 3 billion monthly active users¹, it should be the focal point of your paid social strategy, which is where we’ll focus our discussion. However, on a platform with such a massive audience and numerous advertisers, you must find a way to get through the noise.

Here are a few tips to get the most out of your investment:

  • Generate a connection: Social media often evokes our passions. Harness this by creating an emotional bond with your target audience. Instead of solely concentrating on immediate donations, construct a journey that steers users through the marketing funnel—starting from awareness, progressing to engagement, and leading them to take action by making a donation.
  • Combat ad fatigue: No one wants to repeatedly see the same ad. Dynamic retargeting on Meta (Facebook and Instagram) can help alleviate ad fatigue by showing the viewer a different image and ad copy each time they get targeted. Frequency caps control the number of times a user sees a specific ad within a given period.
  • Adapt to privacy changes: Google’s third-party cookie deprecation has begun. Thus, advertisers must rely more heavily on first-party data and audience profiling to compile look-alike audience segments.
  • Set up Facebook Conversion API (CAPI): A pixel and Facebook CAPI can work in tandem to accurately gather customer data on the server and browser sides to deliver better ad experiences for viewers. Facebook CAPI helps improve the accuracy of targeting for ad campaigns.
Explore Classy’s Integration with CAPI

Don’t Forget about the Election

The United States will elect a president on Nov. 5, 2024, and experts predict this election will set new records in political ad spending. This will significantly impact programmatic inventory for all advertisers in the months ahead.

Consider this as you plan for this year’s paid social budget:

  • Expect ads to cost more: With more advertisers trying to get users’ attention, political campaigns will impact costs in the weeks leading up to the election. Streaming services like connected TV advertising will most likely see the largest effect, especially in specific primary and swing states.
  • Increase your budget this fall: Costs will likely rise from late September through election day. You could see the cost per 1,000 impressions increase anywhere from 10%-20% in the weeks leading up to the election.
  • Be cautious when analyzing: It won’t be apples to apples when comparing year-over-year performance. Thus, don’t expect the same results as 2023 when competing for attention.
  • Watch for restrictions: In the 2022 election cycle, Meta implemented a restriction period for ads about social issues, elections, or politics. There’s a chance it could bring this back for the 2024 election.

Pausing and Reallocating for Higher ROAS

Avoid treating paid media channels as a one-size-fits-all solution for campaigns. A prosperous campaign relies on a diversified marketing mix that targets audiences through various channels, fostering engagement and driving conversions.

Paid social and programmatic efforts are pivotal in gaining exposure among the intended audience, subsequently generating demand. Because paid search is a demand-driven platform, it’s expected to have a lower CPA.

Thus, each channel must have a strategy within a campaign.

However, your work can’t stop there. Once the campaign begins, continue to evaluate and optimize your ad program to maximize your ROAS. That means you may need to pause underperforming elements and reallocate your budget.

Here are a few areas to think about:

  • Test continuously: Focus on quality over quantity to ensure your ads get seen and, most importantly, remembered. Make sure your messaging is cohesive to avoid audience confusion.
  • Don’t spread your messaging too thin: Limit your active messages to a select few to avoid hurting your performance. Spreading your ad dollars too thin limits the ability to gain insights and pull directional learnings.
  • Evaluate every four weeks: Observe performance over a four-week period to allow for ample ramp-up and impressions. Decide which ads generate engagement and drive consumer action. Pause underperforming creative messaging.
  • Pivot to successful channels: Adjust your spending toward the channels driving the most success based on your performance analysis. Paid media is all about flexibility and quickly pivoting from one channel to another.

If you still don’t see the results you expect or start to see a drop in performance, there may be additional aspects to consider:

  • Are you targeting the right individuals?
  • Is your message relevant and relatable?
  • Do the channels you leverage align with your target audience’s preferred channels?
  • Is it possible ad fatigue has set in, and it’s time for a creative refresh?

Put Your Learnings into Action

The synergy of organic and paid efforts forms a robust digital marketing strategy for nonprofits, driving intentional actions and broadening awareness. Harnessing the power of both worlds, your nonprofit is set up for a more impactful online presence and greater success in achieving its mission.

Copy Editor: Ayanna Julien

Article Source

  1. “23 Top Social Media Sites to Consider for Your Brand in 2024,” Buffer, last updated January 22, 2o24, https://buffer.com/library/social-media-sites/.

Unleash Your Online Fundraising Potential with Classy Studio

We’re excited to announce a revolutionary leap forward in our fundraising platform, crafted to unleash meaningful experiences that forge deep connections and drive conversions through tailor-made campaigns.

Meet Classy Studio.

This launch isn’t just an advancement to our fundraising suite—it establishes the foundation for future innovation and opens new doors to donor acquisition. Classy Studio is engineered for measurable, swift, and secure online giving to help nonprofits raise more so they can do more.

Embark on a journey where your organization’s narrative and brand come to life in the most compelling ways.

Build Unforgettable Donation Websites

What Is Classy Studio?

Customize your story, brand, and campaigns with an easy and flexible campaign builder.

Classy Studio empowers hyperpersonalized, connected experiences across various interactions to activate your community at scale.

Our initial phase introduces dynamic donation sites, setting the stage for what’s to come. Studio will seamlessly integrate and elevate all existing capabilities in future releases, spanning crowdfunding, embedded experiences, peer-to-peer fundraising, events, ticketing, and beyond.

We’ll also roll out new features, like a digital giving cart, advanced integrations, curated image repositories, and other enhancements.

How It’s Different

  • Personalized yet fully branded appeals. Studio helps bring your story and brand to life without sacrificing personalization, respecting and serving supporters’ individuality.
  • Faster campaign response with clicks or code. Studio designer requires no technical or web team help to build, but if you want to customize with code, you can.
  • Trustworthy e-commerce combined with fundraising. Studio has a modern checkout experience that balances conversion, tracking, and security with best practices in fundraising.
  • Scaled retention via Classy’s donor dashboard. Studio helps supporters manage donations, upgrade their giving levels, pause recurring giving, download end-of-year giving statements, and more.

We wanted to create a visually appealing, branded, mobile-friendly donation page that could tell our story and be a home for our calls to action. Classy Studio allowed us to do all that AND was cost-effective, saving us thousands of dollars we would have spent outsourcing.

Lindsay Kolsch

Co-Executive Director of To Write Love On Her Arms

Take a Look Inside

Fundraising campaign built on Classy Studio

Why Classy Studio, and Why Now?

Nonprofits continue to experience constant change, including evolving community needs, increasing supporter expectations across fragmented channels, and growing technological leaps.

To respond to the needs and shifts, nonprofits must look for new ways to activate their community with unified, integrated, and personalized solutions.

Studio helps nonprofits combat the following five challenges:

  • People are hard to activate. With information overload and worldwide uncertainty, nonprofits must build creative, contextual campaigns that stand out.
  • Resources are limited. To create these experiences, fundraisers and marketers need easy-to-use tools that empower them to tailor these campaigns at scale.
  • Channels are fragmented. Supporters expect unique experiences and personalized storytelling that recognizes their involvement and matches their preferences and journeys.
  • Supporters are consumers. As shopping experiences evolve, nonprofits must keep up with changing expectations, especially across generations.
  • Donors want involvement. Supporters want to engage more deeply with your nonprofit, understand results, and connect with your mission meaningfully.

Meet Your Fundraising, Marketing, and IT Demands

Optimize Your Fundraising Experience

checkbox Share Your Organization’s Story, Brand, and Campaigns the Way Donors Prefer

Thanks to Studio’s greater flexibility in customizing your donor experience, you can enhance brand alignment and consistency to create a compelling, personalized appeal that effectively activates supporters.

checkbox Improve Your Response Time to Promising Fundraising Opportunities

With Studio’s user-friendly interface, crafting a stunning and impactful campaign becomes effortlessly intuitive. Fundraisers not only have the power to duplicate campaigns with ease but can also design compelling initiatives within minutes, ensuring a seamless and efficient fundraising experience.

checkbox Capture All Data to Better Understand Your Supporters

Empower your fundraising strategy further with Studio’s enhanced data capture capabilities. By seamlessly collecting and analyzing valuable insights, fundraisers gain the ability to deliver precisely targeted messages, ensuring a personalized and impactful outreach that resonates with supporters at every stage.

checkbox Provide Seamless On-Ramps to Deeper Involvement

Easily share and connect to other pages, campaigns, and giving opportunities through your donation website with Studio. Drop a button and link to relevant external URLs or other Classy campaigns for a seamless experience anywhere your donors choose to go next.

As Studio continues to evolve, fundraisers will have even greater opportunities to connect with their communities through advanced platform technology.

We’re excited to bring the Studio experience to peer-to-peer fundraising and events in the coming year and continue innovating our comprehensive fundraising platform, including elements like Classy Live, to ensure we offer proactive solutions to future fundraising challenges.

Expand Your Reach with Intentional Marketing

checkbox Deliver More Relevant and Personalized Experiences

With Studio’s heightened customization capabilities, you can refine your campaigns and emails to resonate more deeply with diverse audience segments, fostering stronger connections and delivering messages that captivate and resonate with each unique persona.

checkbox Expand Your Reach and Attract More Supporters

Maximize your organization’s online presence with Studio’s SEO and amplified social sharing features. By seamlessly integrating these elements, your campaigns not only captivate your existing audience but also extend their impact by reaching a broader online community.

checkbox Iterate and Innovate to Improve

Leveraging Studio’s exceptional flexibility and user-friendly design, organizations can swiftly launch campaigns. The marketing team can ensure brand consistency through in-line editing, campaign theming, and other customizable features. Integrations like GA4 provide valuable insights, enabling marketers to optimize performance with informed adjustments.

Simplify and Streamline Your IT Processes

checkbox Provide Staff with Easy-to-Use, Powerful Tools

Because Studio leverages drag-and-drop functionality, prebuilt layouts, and other easy-to-use features that don’t require code, IT professionals can feel confident that the users in their organization can create campaigns and complete other technological tasks with limited support from their team.

checkbox Maximize Conversions with Modern Technology

Designed to focus on performance, scalability, and mobile responsiveness, Studio sets the standard with a best-in-class load time of one second. Beyond that, the checkout experience ensures mobile-friendliness and prioritizes security, providing donors with a seamless and trustworthy interaction.

Just the Beginning

This is just the start of the evolution of the Classy platform. With a road map of exciting developments set to redefine the fundraising landscape and empower organizations to achieve even greater impact, we’re eager to deliver on our 2024 goals and support your missions through it all.

For those looking to immerse themselves in the technology and see how it can begin supporting your goals today, sign up for our live workshop on March 21 or our on-demand Classy Studio course on Classy Academy.

Copy Editor: Ayanna Julien

Nonprofit Prospect Research: How to Effectively Expand Your Donor Base

Finding new donors often feels frustrating and difficult, but it doesn’t have to be.

Unlock the power of prospect research to seamlessly identify, comprehend, and engage with individuals who align with your passion and possess the resources to champion it.

Below, we’ll show you how to identify your ideal donor profile and use cutting-edge tools and ethical practices to establish lasting relationships with loyal changemakers.

What Is Prospect Research?

Prospect research involves gathering and analyzing detailed information about potential donors to understand who they are, what drives them, and how they might connect to your cause. However, it’s more than just demographic data: it combines data analysis and qualitative understanding.

Elements of prospect research often include:

  • Personal backgrounds: Unravel the story behind each potential donor. Who are they? What’s their history with charitable giving? Understanding their personal narrative helps you tailor your approach.
  • Philanthropic histories: Investigate past giving behaviors to source predictive insights into future generosity. These philanthropic indicators include donations to other nonprofits, participation in community events, political giving, and support of similar causes.
  • Wealth screening: Identify financial capacity with wealth markers. It’s not just about net worth—it’s understanding a donor’s ability and willingness to give. Wealth indicators can include real estate holdings, stock holdings, and business affiliations.
  • Charitable motivations: Delve into the “why” behind their giving. Which causes do they care about? What inspires their generosity?

Nonprofit fundraisers and development teams use prospect research to determine how much prospects have the potential to donate and how inclined they are to support particular causes. They tap different databases, historical records, and other research methods to collect specific, accurate information, such as:

  • Past charitable gifts: Classy data shows that once someone has given on our platform, they’re more than twice as likely to give again. It’s also worth noting that annual donors who give to you regularly are the most likely to scale into major gift donors.
  • Political donations: Donors who make political donations prove they are willing to take action on behalf of the causes they care about most. They may be inclined to do the same for nonprofits like yours.
  • Nonprofit involvement: Nonprofit board members are typically some of the most deeply involved individuals in organizations’ work, meaning they know how important it is to support organizations’ financial goals through fundraising and donations.
  • Real estate ownership: Donors who own $2+ million in real estate are 17 times more likely than the average person to give to a nonprofit.¹
  • Employer information: Prospective donors likely have colleagues who make similar salaries and engage in philanthropy. If these co-workers give to nonprofits with similar missions, they may also choose to give to you.
  • Personal information: Prospective donor information that gives insight into their hobbies, marital status, and basic contact information helps to inform your outreach and make it more personalized.

No matter your mission or size, all nonprofits can use prospect donor research to save time and resources while making their fundraising strategy vastly more efficient.

Why Use Nonprofit Prospect Research?

Prospect research involves getting the data you need to raise more dollars for your cause.

Collecting this information allows you to:

  • Drive hyperpersonalized content: Leverage prospect research data to deliver highly personalized communications. Understanding your prospects’ specific interests, giving patterns, and motivations helps you create content that speaks directly to them, getting through the digital noise and fostering a deeper connection.
  • Inform major gift outreach: Use your data to identify potential major donors ready to make larger gifts, such as those who give to your organization annually.
  • Identify planned/deferred donors: Check giving histories and understand who may fit this appeal well. Understanding that long-term supporters are often likely to make planned gifts, dig into your data to source the names of these individuals and tailor your outreach accordingly.
  • Discover new donors: Learn which organizations your prospects already support. If your cause aligns, it’s likely these donors may be inclined to give to you too.
  • Obtain cleaner donor data: Update your donor databases with prospect insights to help shape your donor profiles and keep track of those approaching the conversion stage. That way, you’re ready to take action when appropriate and mitigate the risk of losing a new donation opportunity. After all, prospect research is only helpful if organized.

Current Challenges and Blockers

Recent trends indicate a shift in public perception: for the first time, people place more trust in businesses than nonprofits.² This shift represents a significant hurdle for nonprofits, especially when reaching out to new prospects unfamiliar with their work.

In a time when trust in nonprofits is waning, your initial contact with potential donors holds even more weight. Prospecting isn’t just about outreach—it’s about making a strong, credible first impression. The perception they gather from that interaction will likely shape their willingness to engage and donate to your initiatives.

This is your opportunity to educate potential donors about your mission, goals, advocacy, and impact. However, with the existing trust deficit, your storytelling must quickly communicate how your work impacts the communities you serve. The story you share must engage, but more importantly, it must radiate transparency and competency.

Prospects want to see clear evidence of where their contributions go and the impact they will have. They seek assurance that your nonprofit operates with integrity and effectiveness. This means showcasing your nonprofit’s achievements, efficiency, and impact. It’s about proving that you’re not just another organization seeking donations but a competent, results-driven organization making a tangible difference.

Expert Psychology Insights for Effective Storytelling

How to Conduct Donor Prospect Research

While there are plenty of methods and tools to use for prospect research, we’ve provided a step-by-step research process to get it right from the get-go:

Step 1: Define your ideal prospect profile

Start by envisioning your perfect donor. Consider demographics, philanthropic interests, and values that align with your mission. This profile guides your research and helps focus your efforts.

Step 2: Use various prospect research tools

Lean heavily on first-party data (information you’ve directly collected from your existing donor interactions, surveys, and website analytics) to gain valuable insights into new donors who have likely engaged with your cause in the past and learn how they prefer to interact with your organization. Also, explore social media for more context into prospects’ interests and connections and consider consulting public records for verifiable data.

Step 3: Evaluate philanthropic history

Identify whether prospects are active on peer-to-peer fundraising platforms like GoFundMe and dig into their giving history with other organizations. The campaigns they support can paint a clear picture of the relationships and values they hold closely to their hearts.

Step 4: Determine financial capacity

Review donor’s income, asset ownership, and previous donation amounts to gauge their potential giving capacity. This is a great screening tool for prioritizing your list.

Step 5: Find connections to your organization

Identify personal or professional links between the prospect and your nonprofit. Shared connections or interests can foster a stronger relationship.

Step 6: Rank and prioritize your prospects

Rank your top prospects based on their alignment with your ideal profile and their potential impact as donors. After all, not all prospects have the same giving potential.

Step 7: Develop personalized engagement strategies

Craft hyperpersonalized engagement plans for each prospect. Tailor your communication and outreach based on their data-backed interests and history to get through the noise of typical mass communications.

Step 8: Maintain ethical standards

Respect donors’ privacy and adhere to ethical guidelines in your research. Follow data collection and usage privacy laws (such as the GDPR and CCPA), and respect your donors’ communication preferences (such as unsubscribes, opt-outs, and frequency requests).

Step 9: Update your database regularly

Keep fresh data on prospects and current donors. Regular updates ensure your strategies center on the most accurate and relevant information. A modern data stack makes this possible and is well worth the investment.

Engage Your Potential Donors with Classy

Prospect research is the first step toward expanding your nonprofit’s reach and impact. However, it’s only half the battle—the real magic happens when you effectively engage new donors and begin working together to achieve your organization’s goals.

And that’s where we can help.

Classy’s comprehensive suite of tools helps turn your research into action. Use our intuitive fundraising platform for the following:

  • Donation websites and direct giving: Create customized donation websites and donation forms tailored to your unique brand, goals, and donor preferences.
  • Events: Classy powers in-person, virtual, and hybrid fundraising events through its innovative nonprofit event management software, Classy Live. Whether selling tickets, securing registrations, or enabling peer-to-peer fundraising, Classy Live offers various solutions to engage your community.
  • Peer-to-peer fundraising: Amplify your message and build your community with our best-in-class peer-to-peer fundraising tools. From DIY fundraising to team campaigns, Classy empowers your supporters to fundraise creatively and effectively on your behalf.
  • Donor data intelligence and analytics: Keep your finger on the pulse of your campaigns with robust analytics and reporting capabilities. Understand what works and refine your strategies for even better results.

Classy’s fundraising platform helps nonprofits transform prospect research into dynamic, effective campaigns and donor interactions. We simplify the fundraising process and empower nonprofits to easily and effectively design, manage, and grow their fundraising efforts with confidence.

Request a demo with a member of our team to see for yourself.

Copy Editor: Ayanna Julien

Article Sources:

  1. “Major Gifts: A Guide to Securing Large Donations,” DonorSearch, last modified November 10, 2022, https://www.donorsearch.net/resources/major-gifts-guide/.
  2. “In business we trust. People trust businesses more than governments, nonprofits, media: survey,” USA Today, last modified January 16, 2023, https://www.usatoday.com/story/money/2023/01/16/trust-business-more-than-government-nonprofits-media-survey/11062453002/.

2024 Faith-Based Fundraising Trends: Carving a Path to Loyal, Consistent, and Generous Donors

Faith-based nonprofits are undergoing a moment of evolution in how they engage communities of loyal donors. From traditional churches and houses of worship to disaster relief organizations and those focused on evangelism, Classy is always looking for new ways to support these organizations.

Our partnerships with more than 150 faith-based nonprofits provide us with continued learning about top priorities, roadblocks, and new ideas. One of the most recent opportunities to connect with fundraising leaders in the space was a timely conversation co-hosted with Masterworks, Joni and Friends, and Atlanta Mission in January 2024. 

The virtual roundtable brought key challenges to the forefront surrounding the engagement and re-engagement across supporter generations.

We had the pleasure of catching up with Mark Neigh, the Vice President of Digital at Masterworks, an agency on a mission to amplify brands, stories, and content to grow awareness, increase engagement, and acquire and cultivate donors. Below, you’ll see his perspectives woven into our summary of the most powerful and unique insights for faith-based organizations and giving trends that will guide strategic paths forward.

Faith-Based Fundraising Statistics Shaping 2024

The nonprofit sector is experiencing an overall decline in donor trust, according to the 2024 Edelman Trust Barometer.1 In fact, consumers now trust for-profit businesses more than nonprofits.

Research shows that faith-based nonprofits may feel even more pressure:

  • The number of church attendees has yet to recover fully from the lows of the pandemic.2
  • By 2020, only 47 percent of Americans belonged to a house of worship.3
  • Religious organizations are no longer the most trusted charities in the U.S.4

The decline in those who attend services and have trust in faith-based organizations naturally impacts overall donations and religious traditions that have existed for decades. 

While these trends might feel like an existential crisis for faith-based organizations, there is still a lot of hope for generosity. Many people leave the church because they don’t see organized religion living out the core principles they believe in, like helping those in need. Nonprofits who figure out how to create relevant experiences for this audience—typically a younger audience—will have a chance to succeed.

Mark Neigh

Vice President of Digital at Masterworks

In fact, Classy’s Why America Gives report found: 

  • Donors across generations (39%) made small changes and sacrifices in their daily living expenses to have funds to donate to causes and nonprofit organizations they care about.
  • Next-generation donors are 38% more likely to make significant changes to their lifestyle due to the state of the economy than traditional donors.
  • Loyal donors are twice as likely to keep their charitable donations, even if they experience a financial stressor, compared to passive donors.

The 2024 faith-based giving trends we discuss below will provide expert insights on reestablishing your organization as a powerful, reliable, and inspiring cause to combat downward cycles. 

Discover how to apply a proactive, next-generation approach to build a community of trusting and meaningful relationships that will sustain your organization’s mission for the long term.

The Generational Impact on Faith-Based Giving Trends

Acknowledging the divide in charitable giving between generations and how it impacts new expectations for religious giving is critical to retaining and acquiring supporters. 

Younger givers are coming up in a world far different from their parents and grandparents, especially regarding their connection to religion. A look at the difference in the number of younger Millennials (38%) and Baby Boomers (59%) who feel religion is critical in their lives showcases the shift at play, according to a recent Pew Research Center survey.5

The ethos behind faith-based donations as an act for positive change and community nurturing remains fairly consistent. All generations show a pattern of donating more to churches and religious organizations over other nonprofits in a study done by Barna. The study also shows that 27% of the total donations Gen Z made and 26% of the total donations Millennials made were to religious organizations.6 

What’s changing are the different philanthropic priorities that Boomers, Gen X, and Gen Z bring to their online giving experiences, particularly related to faith. 

Nonprofits and direct response agencies drafted on the Builders’ generosity and salivated over the Boomers’ wealth, but pretty much left the other generations behind. No one is building marketing approaches for Gen X. And in the process, I think we’ve lost whole generations to philanthropy as we’ve known it. I don’t think most younger generations will donate the way Baby Boomers did.

Mark Neigh

Vice President of Digital at Masterworks

Understanding the motivations and desired relationships of each generation with nonprofits is crucial. Tailored experiences based on this knowledge will strengthen connections, drive conversions, and foster loyalty.  

Faith-based organizations looking to combat downward giving trends, capture the attention of younger donors, and safeguard the retention of Gen X and Boomers will need to craft an engagement strategy unique to each cohort.

The Breakdown of Generational Motivation

    • Baby Boomers prioritize organizational trust and brand recognition, with more curiosity around charity ratings and fundraising cost transparency. They are more likely to attend religious services and identify faith as a critical aspect of their lives.
    • Gen X has the highest disposable income, straddling the boundaries of technology with equal comfort of physical mail and Instagram while showing more digital giving patterns for many organizations.7 
    • Gen Y and Gen Z care more about belonging to a cause and feeling a connection with the impact a nonprofit makes but lack the same trust in religious organizations as prior generations. They are least likely to attend religious services consistently and view the community more broadly, comfortably engaging with those they’ve never met in person.
Read Next: The Nonprofit’s Guide to Engaging Gen Z

Shifting Today’s Downward Faith-Based Fundraising Trends: Turning Transactions into Experiences

It’s true that every donation is technically a transaction between a community member and a faith-based organization. Still, each moment of generosity with a donor is an opportunity to build a deep, long-lasting relationship with strong stewardship. 

That will take broadening the perspective on engagement with those who attend religious gatherings and identifying moments that fall outside of formal gatherings. 

So what does the new era of experiences look like for faith-based giving? It’s all about what draws students, missionaries, and congregations to an organization. Understanding the motivations and desires of their relationship to faith can help craft meaningful touchpoints that appeal to specific generations. 

If we know younger donors want that sense of belonging and desire to be involved in their faith-based organizations, a simple tax receipt or a generic thank-you may miss the opportunity to build a relationship on a more meaningful level. They need to feel valued as humans and embraced as individuals who are part of a religious community with shared values and views. That vantage point is received far differently than being treated only as avenues for raising money, even if it’s not intentional.

Philanthropy for a younger generation has ties to community and capitalism. Like, using Venmo to help a TikTok creator who got sick. Or BOGO concepts like Bombas. Traditional nonprofits need to think about how they open up these avenues for giving—and not use traditional measurement models to understand if they are successful.

Mark Neigh

Vice President of Digital at Masterworks

Consider how every interaction from a quick Instagram story update on upcoming services to the registration process for religious events works harmoniously to create your donors’ experience. When your community members tell their friends what your organization means to them, give them intentional moments of connection to reference. From there, you can reverse the transactional mentality and show your community members that they matter inside and outside in-person gatherings. 

As experiential philanthropy models rise, we’ll walk you through three key areas to begin turning things around.

1. Community Building

When donors sense they’re part of a broader group that cares for them, shares their values, and appreciates their charitable giving behaviors, religious organizations have the strongest opportunity to retain them long term. Community is key to reversing the lack of trust and dwindling engagement in religious nonprofits. 

We know trust is critical to Boomers, but for younger generations who tend to trust less easily, Why America Gives found they often look to their inner circles for opportunities and learning about new causes. 

Modern Millennial and Gen Z donors have new definitions of philanthropy, with a more open purview into who their communities are beyond people they know or their local faith-based organization. For example, they may take actions like sending a Venmo donation to someone on TikTok who’s sick or advocating for an influencer fundraising for a cause important to them. 

Faith-based organizations can get creative about sharing intimate moments with communities that are more comfortable engaging online. You can build trust with a creative view into mission trips, storytelling, raising awareness of those in need, and events on platforms like TikTok, encouraging more peer-to-peer sharing to build each into ongoing and far-reaching conversations. Consider ways to reach younger donors and help them see themselves among the active participants you already count on.

Tapping into Emotional and Relational Motivations to Inspire Giving

Philanthrocapitalism or philanthropic capitalism demonstrates people’s conscious choices to give back and impact broader communities with their everyday behaviors. One example is buying from good-work for-profit organizations like Bombas, an apparel brand that donates high-demand clothing items to those in need in exchange for every customer purchase. 

Faith-based organizations are doing this good work too, and calling on communities to come together around their missions is a great way to capture attention and keep donors engaged. Communicate frequently about what’s crucial to your organization and its members, always relating it to the heart of the mission. As people can see a specific moment of need in person and reiterated online, they may feel more compelled to step in and help or stay involved to be a part of the solution.

Meaningful faith-based events and gatherings matter, but so do the quicker interactions that happen on social media, your website, emails, and throughout the donation experience itself.

Read Next: TikTok Philanthropy’s Important Lessons

2. Branding

Building the trust of all donors, particularly those in younger generations, requires a strong sense of identity. We continue to see a high connection between trust and name recognition, which is your key to catching and keeping the attention of new audiences.8 Even a slightly unclear identity can stand in your way, making it the ideal time to promote your faith-based nonprofit similarly to a lifestyle brand that offers a sense of connection to those who support it.

Very few nonprofits think of the value of paid media outside of the direct return on ad spend. But well-placed media that focuses on brand recognition is often less expensive than conversion-optimized media and may have more lasting effects.

Mark Neigh

Vice President of Digital at Masterworks

We know that the word brand might feel out of place for faith-based organizations, but we invite you to think of your nonprofit brand as a way to legitimize your trusted mission. A close focus on small details from colors to imagery to storytelling helps your organization remain present in your donors’ minds. The sense of being a part of an established religious community with clear values and a strong history can transform intent to give into tangible impact. 

Infusing Community into Your Brand 

Your brand should reflect your mission and vision statement, but don’t shy away from leaning on your community to help bring it to life in a new way. There’s a need for consistency and intentionality in branding, focusing on conveying messages in a relatable and understandable way. 

For example, tapping on donors and those attending religious gatherings regularly from all generations can help you share testimonials that offer strong perspectives. Hearing directly from peers can resonate with wider audiences and inspire them to get involved. 

The idea of narrative and storytelling is likely something your faith-based organization is familiar with within the in-person interactions historically at the center of donor relationships. The idea of an established and documented brand expands that sentiment to all the places you interact, inspiring trust and a desire to get involved with those within various geographic locations and stages of life.

3. Multichannel Communication

With a community-centric approach to engagement and a consistent brand, you’ll see more ways to tailor your message across audiences and channels. You may want to call on your nationwide online community of donors to get involved in annual fundraising campaigns while spreading awareness of localized welcome events specifically for young first-time donors. 

One thing I see many organizations with robust direct response programs do is let their digital channels be led by their direct mail. This will almost always hamper your digital media’s effectiveness. Instead, let the digital channel run in its lane and optimize it for performance on its terms.

Mark Neigh

Vice President of Digital at Masterworks

Multichannel communication helps you engage donors of various demographics and generations with a personal feel based on your goals for the year. This will allow you to get in front of the right donors at the right time, with an outlet of information and interaction styles they trust and use daily.

Balancing Digital and Traditional Approaches

Appealing to different generations online and offline might look like:

  • Offering more giving options by sending out mailers with a QR code option for simple mobile giving through digital wallets or credit cards alongside the link to your donation page 
  • Sharing crucial conversations and updates on social media and using the polling functionality available on platforms like Instagram, Facebook, and LinkedIn to directly involve as many as people in the conversation
  • Livestreaming services or portions of faith-based community gathering online and restoring the recordings to continue reaching new donors and offering the option to give through a simple donation form from a hybrid or virtual event platform
  • Embedding a donation form on your homepage or other high-traffic pages for additional giving opportunities
  • Introducing a monthly giving program as an opportunity to modernize the recurring nature of giving tithes and offerings

 

If you’re unsure which channels to use, don’t be afraid to test and see where there’s engagement. That way, you can avoid jumping entirely to modern platforms that may isolate your older generations of supporters and can gain insight directly from your audience on where they’re likely to engage. 

The key is maintaining consistency and personalization across any channels you choose to further build that trust factor.

Embracing Change for Religious Giving Growth

As you can see, the fundamental philosophy behind these engagement approaches is consistent with past years. Still, how your organization can implement them is different. Modern approaches reflect the incredible advancements in technology available to faith-based organizations and the data intelligence that informs strategic decision-making with far less time, resources, and effort.

You’re in a much better place to succeed with access to the right tools to keep a pulse on what works and solve real-time challenges as you try these new approaches. The key to growth is to embrace accessibility to technology to fuel proactive approaches that can help you establish loyal, reliable donor communities.

While change is the constant we can expect, taking the time to understand what ignites the passion within your donors and what they want to see from you as you establish new engagement pathways will help you shift faith-based giving trends in a new direction—and in your favor. 

Copy Editor: Ayanna Julien

Article Sources:

  1. “2023 Edelman Trust Barometer,” Edelman, accessed January 24, 2024, https://www.edelman.com/trust/2023/trust-barometer
  2.  “Exploring the Pandemic Impact on Congregations National Survey Research,” Covid Religion Research, accessed January 24, 2024, https://www.covidreligionresearch.org/research/national-survey-research/.
  3. “Exploring the Pandemic Impact on Congregations National Survey Research,” Covid Religion Research, accessed January 24, 2024, https://www.covidreligionresearch.org/research/national-survey-research/.
  4.  “U.S. Church Membership Falls Below Majority for First Time,” Gallup, accessed January 24, 2024, https://news.gallup.com/poll/341963/church-membership-falls-below-majority-first-time.aspx.
  5. “Give.Org Donor Trust Report,” Give.org BBB Wise Giving Alliance, accessed January 24, 2024, https://give.org/donor-trust-report
  6. “Religious Landscape Study,” Pew Research Center, accessed January 30, 2024, https://www.pewresearch.org/religion/religious-landscape-study/generational-cohort/.
  7. “The Heart of the Giver | The State of Generosity Series,” accessed January 29, 2024, https://shop.barna.com/products/the-heart-of-the-giver-the-state-of-generosity-series
  8. “Mean disposable household income in the United States in 2022, by generation,” Statista, accessed January 24, 2024, https://www.statista.com/statistics/825883/us-mean-disposable-household-income-by-generation/

Volunteer Training: Tips and Best Practices to Align Your Team

Volunteer training is a critical part of running successful nonprofit events, but other pressing initiatives often push it to the back seat. Vital to the sustainability of the social sector, volunteers must have the necessary training and expertise to help to the best of their abilities.

For example, volunteers may assist with your 5K charity run, provide weekly administrative support to staff, or interact directly with beneficiaries. They help balance the many moving parts of organizations’ various fundraising initiatives.

Bottom line: Volunteers help your nonprofit organization do more than it could alone.

But like any team member, they need onboarding, training tools, and support to enjoy their volunteer time and help your nonprofit make an impact. When you educate new volunteers about your organization and prepare them for their duties, you can ensure they have a positive experience and represent your nonprofit well.

Below, we’ll walk you through tips and best practices to get your volunteer training right from the get-go. This ultimate guide to volunteer training will help you turn volunteer learners into passionate leaders.

What Is Volunteer Training?

Volunteer training equips your volunteers with the knowledge, skills, and confidence they need to effectively contribute to your nonprofit organization. It’s about preparing them to complete tasks and become ambassadors of your mission.

A well-planned volunteer training program lays the foundation for success. It’s an educational journey that begins with introducing volunteers to your organization’s culture and values and their specific roles.

After that, your volunteer training will vary depending on the roles and responsibilities involved. It can range from simple tasks, like setting up event spaces, to more complex duties, like managing donor databases or leading community outreach programs. The key is tailoring the training to meet your organization’s needs and your volunteers’ skills.

Training serves a dual purpose. For the organization, it’s about ensuring volunteers are effective and efficient. But for volunteers, it’s about feeling valued and empowered, knowing they have the support and knowledge necessary to make a meaningful contribution.

Effective volunteer training typically includes:

  • Orientation: Introduce volunteers to your organization, its mission, and its impact.
  • Role-specific training: Provide detailed instructions and practice for volunteers’ specific tasks.
  • Soft-skills development: Enhance communication, teamwork, and problem-solving skills.
  • Safety and compliance: Ensure volunteers understand safety protocols and legal requirements.
  • Ongoing education: Provide continuous learning opportunities to help volunteers grow with your organization.

Well-trained volunteers are more than helping hands—they’re informed advocates for your cause. They bring enthusiasm, commitment, and a deeper understanding of your nonprofit’s work, which translates into more effective engagement with the community and donors.

Why Volunteer Training Matters

While onboarding gives volunteers an overall understanding of your mission and work, they need to know how to complete the specific tasks they’ll perform. At orientation or on their first day, show volunteers what it’ll look like to execute their roles and introduce them to the tools they’ll use.

Remember, even if something seems straightforward to you, it may be new to them. It’s better to train volunteers initially and save yourself time later on.

Essential Steps to Volunteer Training

From the moment you begin volunteer recruitment, it’s critical to start thinking about volunteer retention. Each step you take in your new volunteer training and onboarding process helps volunteers feel welcomed and confident in their responsibilities.

1. Onboard Volunteers to Your Mission and Vision

Training opportunities should always start with showing how volunteer work relates to your mission. This ensures all volunteers know your vision, operations, and strategic plan. Plus, when you explain what volunteers help you achieve, you make their service more satisfying. Volunteers who gain a sense of accomplishment from their work are more likely to help again.

That’s why new volunteers should receive an onboarding orientation, particularly if their role requires external conversations and donor interactions. Your orientation should address:

  • Organization’s mission
  • Primary programs
  • Case studies demonstrating impact
  • Volunteer opportunities
  • Basic safety instructions and rules
  • Volunteer hours documentation procedures
  • Frequently asked questions

With this information, volunteers will know what you seek to accomplish, how you plan to make an impact, and what they can do to help. If you need to onboard several volunteers, prepare a short webinar or volunteer manual to deliver these details at scale.

Nonprofits frequently recruiting volunteers can set up a monthly orientation meeting or online training to bring new supporters up to speed.

2. Build Effective Volunteer Training Courses by Role

While initial onboarding helps volunteers understand your mission and work, task-specific training is where they’ll develop the confidence required to deliver on their responsibilities effectively.

At orientation or on their first day, assign mentors to your volunteers. This one-on-one support ensures all volunteers feel supported. But if your volunteer base isn’t large enough to conduct one-on-one mentorship, adopt a one-to-many approach as a great alternative.

Training is also easier to manage when volunteer roles and learning objectives are clearly defined. This allows you to provide the proper training materials. For example, volunteers helping with your social media will need to know how to log into your accounts and where to find approved photos for posting.

Also, ensure your volunteers know their supervisor. They should always have access to a staff member to answer real-time questions and offer solutions.

3. Connect New Volunteers’ Skills to the Right Opportunities

On top of volunteers being a great resource for delegating simple tasks, they also bring unique experiences and skills to your organization. Use sites like LinkedIn, Catchafire, or Idealist to list volunteer positions and recruit people with specialized skills, such as web design or grant writing.

When assigning special projects, incorporate volunteers’ past experiences with the skills required for the current project. Bring volunteers up to speed on your brand-specific elements so they can apply their skills to best reflect your organization. For example, if a writer offers to help your marketing department write blogs, they must understand your voice and tone.

After working with an engaged volunteer for some time, you may even let them take charge of a project or initiative. They might be interested in a particular area or have an idea to improve operations.

4. Recognize Your Volunteers’ Contributions

After you’ve onboarded volunteers to your mission, walked them through their specific responsibilities, and matched them to the best opportunities, there’s one more key step to ensuring success: show your appreciation.

Take your volunteer engagement strategy to the next level by finding creative ways to recognize the time and care your volunteers provide your nonprofit. You could:

  • Give them a shoutout on a local podcast or radio station.
  • Highlight them on social media throughout National Volunteer Month in April.
  • Host a special event on April 20 for Volunteer Recognition Day.
  • Send them a birthday or thank-you note to show you care.
  • Include them in your nonprofit annual report.

Use volunteer management software to keep track of your volunteers’ anniversaries and other facts about them to fuel ongoing stewardship.

Best Practices for Effective Volunteer Training

Creating a successful volunteer training program involves more than conveying information—it’s about resonating with volunteers and preparing them for their roles.

Avoid just going through the motions, talking at your volunteers instead of with them. You want each person to learn and internalize the principles, which will involve more planning and creativity on your end.

Here are some best practices to ensure your volunteer training is effective and impactful:

  • Define clear learning objectives: Determine what you want volunteers to learn before designing your training program. That means setting specific, measurable learning objectives that align with their roles and responsibilities. This clarity helps in creating focused and relevant training content.
  • Use a mix of training methods: Use various training methods to cater to diverse learning styles. This can include hands-on training, interactive workshops, video tutorials, and written materials.
  • Incorporate real-world scenarios: Use real-life examples and scenarios in your training. This approach helps volunteers understand how their roles impact your organization and community. Role-playing exercises can also help prepare volunteers for situations they might encounter.
  • Foster an interactive environment: Encourage questions, discussions, and interactions among volunteers during training sessions. An interactive environment makes training more engaging and helps reinforce learning through peer discussions and collaborative problem-solving.
  • Provide ongoing support and resources: Offer ongoing support and resources to volunteers. This can include refresher courses, access to online resources, and regular updates on any changes in procedures or policies.
  • Keep training sessions short: Respect your volunteers’ time by keeping training sessions concise and to the point. Group complex information into small, manageable segments.
  • Leverage experienced volunteers: Utilize experienced volunteers as trainers or mentors. They can share valuable insights and practical tips based on their real-world experiences. Peer-led training can also foster a sense of community and belonging among volunteers.
  • Evaluate and revise training programs regularly: Assess the effectiveness of your training programs by gathering feedback from volunteers and making the necessary adjustments.

How to Prepare Volunteers for Event Support

Events require a lot of volunteer support. Below, we’ll cover the steps required to properly prepare your volunteers for the big day and show you ways to apply each step.

Ensure Volunteers Are Well-Versed in Your Work

Volunteers are representatives of your nonprofit brand, so ensure they know how to talk about your organization with authority during an event. No matter their skill level, all volunteers will require a refresher before speaking to guests. Make sure each can explain:

  • Your mission statement
  • Your nonprofit’s “why”
  • Your event’s purpose
  • Your intended use for event donations

Document these answers and email them to volunteers to reference before the event. In your message, group these answers into a one- or two-sentence tagline, followed by a more detailed description. This way, when a guest asks about your organization, volunteers have a concise, on-brand answer with an in-depth explanation for longer conversations.

Run through the Event Schedule and Goals

Reminding volunteers they’re a critical part of your team is always a good idea. Facilitate this by ensuring they’re clear on your event’s goals. Share details with them, such as:

  • How the event will impact your mission
  • How many new donors you hope to acquire
  • How you plan to engage with major donors
  • How you plan to foster ongoing community
  • Why you’ve chosen these goals for this event

When volunteers feel like valued members of your team, they’re more likely to adopt your goals. Simply put, sharing this information makes them feel included in your mission.

You should also give a run-through of the event schedule and email it to your volunteers for reference. In it, inform them when to arrive, where to check in, and when the event ends. Also, let them know if there’s a dress code.

Prep Volunteers for Event FAQs

Your volunteers will likely receive logistical questions at the event. Prepare them to respond to any scenario by covering possible inquiries about parking, restrooms, the check-in process, food allergies, seating, and the venue.

Also, train volunteers on how to handle difficult or unexpected situations. For example, what happens if a preregistered guest’s name doesn’t appear on the guest list? If you’re hosting a wine-tasting event, how should volunteers respond when a guest brings a child? Everyone benefits when your staff and volunteers feel ready and capable.

Again, ensure your volunteers know who to contact for other questions, concerns, or emergencies.

Thank Volunteers After the Event

Saying thank you goes a long way. After your event, send your volunteers a letter or host a special appreciation gathering to express your gratitude. Let them know how well the event did toward meeting your goals and remind them that they played a critical role in that success. This will help build long-lasting relationships and increase their likelihood of volunteering again.

To demonstrate that you value their opinions, you can also send them a follow-up survey to find out what they enjoyed, whether they felt prepared to do their jobs, and how you can improve their experience in the future.

Build Your Volunteer Training Program

The journey to building a more effective volunteer training program begins with a single step. You don’t have to overhaul your entire approach overnight. Start by incorporating some key steps and best practices outlined in this article. Even small changes can significantly affect how your volunteers engage with your mission and perform their roles.

Remember, creating an impactful volunteer training program is an ongoing process. It’s about commitment to continuous improvement and adaptation. As your organization evolves, so should your approach to training. Always stay open to feedback, be willing to make adjustments, and look for ways to enhance the volunteer experience.

Begin with small, manageable steps. Maybe it’s updating your training materials, introducing a new interactive training session, or spending more time getting to know your volunteers’ skills and interests. Each step you take is a move toward a more robust and effective training program.

Copy Editor: Ayanna Julien

The Value of Recruiting Younger Nonprofit Board Members: Expert Q&A with Robert Wolfe

In the dynamic landscape of nonprofit fundraising, marked by ever-evolving technologies and changing societal values, the need for a board with diverse perspectives and skill sets has never been clearer.

In August 2023, Classy hosted its first-ever Tech Talk with powerhouse guests from Salesforce and Zeck on the intersection of technology and community within nonprofit fundraising. The conversation expanded to address the composition of nonprofit boards and the nuance of coordinating effective, impactful board meetings with the right technology.

In this Q&A blog, Zeck co-founder Robert Wolfe continues the board meeting conversation by highlighting the value of recruiting younger committee members and how their insights can uplevel nonprofits’ visibility, interconnectedness, and influence in the sector.

Let’s dive in.

How Young Minds Can Help Navigate the New Era of Giving

As philanthropy continues to evolve, so must its systems and practices. Traditional approaches still hold meaningful value in shaping fundamental fundraising strategies and philosophies, but standing firm in those beliefs without the willingness to evolve can damage an organization’s long-term health.

However, fresh perspectives from young minds present a transformative opportunity for nonprofits. Their energy, innovation, and tech-savviness can breathe new life into these organizations, fostering a dynamic environment better equipped to navigate the complexities of the rapidly changing world.

Additionally, next-generation donors’ motivations for giving are different from the generations before them. For example, Gen Z highly values relationships built on trust. For a generation that has spent most of its adolescence and adult life exposed to constant news cycles and social media, engaging these individuals requires an intentional approach to incorporate the top values they hold close to their hearts.

Who better to connect and convert young people to donate to your cause than fellow young people already involved in your efforts? The mutual trust and understanding between this cohort is a powerful tool to acquire new supporters and mobilize them to do more for your cause.

Recruiting next-gen board members is a great place to start.

Q&A: How to Unleash Impact Potential with Next-Gen Board Members

Meet Robert

Robert co-founded Zeck to revolutionize the board meeting experience. Zeck introduces a simple, interactive digital workspace that saves time, boosts efficiency, and emphasizes the qualitative aspects of genuine board engagement, appreciation for the process, and improved decision-making.

With his deep knowledge of nonprofit fundraising, earned from his time as CEO of CrowdRise (acquired by GoFundMe in 2017), Robert’s insights on the state of nonprofit boards and their potential for change were articulate, inspiring, and compelling. Explore our conversation in more detail below.

Q: In a rapidly evolving nonprofit landscape, why is there an increasing emphasis on diverse perspectives and skill sets within nonprofit boards?

A: Generally, nonprofits and for-profits have relied on the same system around their boards. And unfortunately, the system is broken. It’s incredibly valuable to have direct access to big donors and investors passionate about your work. Still, it’s equally important to have individuals on boards who bring personal insights and diverse skill sets to contribute to the strategic decision-making process.

Nonprofits must think about what they need to thrive. For me, the answer is finding the people already most engaged with your community and leveraging their influence and involvement to source feedback, engage with fellow supporters in personal, meaningful conversations, and act as a powerful motivator for adoption and retention.

Q: According to Classy data, 69% of next-gen donors prefer to hear from organizations on social media. Can you elaborate on why younger board members are best positioned to leverage this channel?

A: Well, the question is no longer if you’re fundraising on social media but how. Compelling content must be in the interest of the donor or fundraiser, not just the organization. And no one better understands what people look for on social media than those spending the most time there: younger generations.

Some organizations still view social media as a check-the-box item, so they’re doing it, but the content doesn’t inspire action. Identifying what stories will compel someone to care is where younger board members can shine. The content you share will vary from organization to organization, but making it tangible must remain the focus.

Q: Similarly, the peer-to-peer potential of younger board members is huge. Can you explain how these individuals help connect with prospects and mobilize support through relatable messaging and outreach?

A: The effectiveness of a peer-to-peer campaign relies on the fundraisers’ engagement level with the community and the trust established between them and the supporters. The more people they know, the more appeals they can make. And by extension, the deeper those relationships are, the more likely those appeals translate to conversions.

Peer-to-peer fundraisers are the best at raising money for a cause, arguably even better than the organization. They have the connections, motivation, and contagious enthusiasm to get their networks involved. When done right, peer-to-peer fundraisers can carry nonprofits to a place of reliable, sustainable funding.

One idea I’d strongly advocate is for nonprofits requiring board members to dedicate their birthdays to the cause by hosting a DIY peer-to-peer campaign. That way, there’s an expectation and understanding that your board will actively participate in reaching your fundraising goals.

Plus, inspiring younger board members to participate in your peer-to-peer efforts helps organically expand your reach and sets the tone for participation across your organization. If donors see your board members doing this work and achieving success, they may feel inspired to do the same.

Q: Apart from contributing to fundraising efforts, how can these younger board members ensure the organization remains relevant and experiences sustained growth?

A: This is all about finding the right levers to pull. Nonprofit boards must understand what compels people to donate and how their organizations can continue offering those experiences to ensure repeat giving behavior.

Younger generations have the unique ability to source these answers firsthand, whether engaging online or in face-to-face interactions at the office, attending social events, spending time with friends, or visiting with family. Their deep involvement in different groups provides ample opportunity for education, awareness, and relationship-building. And most importantly, it comes from someone these new and existing donors can trust.

Plus, supporting an organization should be a pleasurable experience. It’s not about guilting someone into giving but curating an experience that makes the donor feel important, fulfilled, and appreciated. So, how do you pull those levers and make the experience more fulfilling?

Connecting with young people who support particular causes as a form of activism and self-expression is a great strategy. These supporters are ready and willing to donate and advocate on your behalf once aligned with the right cause through the right on-ramps. Getting input from your younger board members can be incredibly valuable in helping shape how you go about this.

Propel Your Mission Forward with Fresh Fundraising Perspectives

Nonprofit boards can unlock transformative potential by welcoming the diverse perspectives of younger generations and harnessing the technological savviness prevalent among them. Embracing these contributions enhances fundraising potential and positions organizations for long-term relevance and growth.

It’s a strategic move that reflects a commitment to inclusivity and taps into the innovative spirit and fresh insights that young people bring. In this collaborative and dynamic approach, nonprofits can navigate the evolving landscape, ensuring their continued impact in the ever-changing world of philanthropy.

Copy Editor: Ayanna Julien

Advanced Tactics in Nonprofit Fundraising with Classy and Zapier

This blog was written in collaboration with Luke Dringoli, VP of Technology at Media Cause.  

Automation is a game changer for busy nonprofit professionals, freeing precious time for impactful, mission-driven tasks. Knowing how those time-savings can translate to people served and projects completed, Classy integrates with Zapier to empower organizations in automating workflows and simplifying repetitive tasks.

We reviewed the basics in our article, The Best Zapier Apps for Nonprofits to Amplify Fundraising, and now want to share more advanced techniques to help you maximize the integration to its fullest.

From customer relationship management (CRM) software integration to advanced data analysis and generative AI use cases, there are many ways modern fundraisers can stretch the boundaries of what’s possible with Classy and Zapier.

Explore the Zaps (automated workflows that link apps) outlined below, then dive into our free downloadable guide for additional ways to maximize the integration.

Register for Access to Our Zapier Workshop

Unlocking Donor Insights

While Zapier can perform basic housekeeping tasks like alerting staff in Slack of new donations, the longer-term value comes from connecting Classy supporter, donation, and campaign data to your CRM or donor database platform.

Successfully connecting your data through Zapier requires deeply understanding your database operations. That way, based on the structure of other data, you know where to store each type of Classy data or object available in Zapier (for example, supporters, transactions, and campaigns).

We also know fundraising doesn’t happen in a bubble. Supporters can discover your organization, get involved, and offer support in several ways, so it’s critical that your Classy data coexists and works with other data types to avoid missing meaningful insights.

Multiple Zaps are necessary to integrate Classy with your CRM or donor database fully, like:

Creating or Updating a Contact in HubSpot When Adding a New Supporter in Classy

Zapier recipe

To update supporter records in your CRM when updated in Classy, you must pass the Classy Supporter ID of the supporter to your database when first creating the ID in Classy. This is because you need the ID to accurately look up the correct supporter in your database for later updates in Classy.

Zapier Supporter ID example

Mapping the supporter’s Classy Supporter ID to a custom property in the CRM.

Round Out Your Donor Data Integration with These Zaps

Once you’ve fully integrated your CRM or donor database with Classy, you’ll find valuable high-level data about your supporters alongside granular details about each of their donations, including the associated campaign and marketing channel responsible for driving it (as long as you use Classy’s source codes on your links).

Each CRM and donor database is different, so it’s crucial to understand how to structure the data in your platform and build your Zaps accordingly. The key is to avoid a flat data model where everything gets sent to the contact’s overall record, and each new donation overwrites the last.

Data-Driven Decision-Making

Using Zapier, you can automatically send Classy data to store and analyze together with other metrics that matter to your mission, like page views, marketing email clicks, and paid advertising return on investment tracked through other channels.

Simply send Classy supporters and transactions to a main tracking spreadsheet in Google Sheets. From there, you can pull the data into Google Looker Studio (formerly Google Data Studio) or a similar tool that visualizes in a simple dashboard alongside other data sources, such as Google Analytics.

You can also use a cloud-based data warehousing platform like Snowflake, a more complex yet robust option. When new supporters are created, and transactions are initiated in Classy, data gets passed to Snowflake for secure storage, processing, and analysis.

This is especially useful for enterprise-level nonprofits with large amounts of data that could benefit from the valuable signals sent whenever someone makes a gift. One example includes:

Updating a Row in Google Sheets When a Transaction Status Gets Updated in Classy

Zapier recipe

This Zap ensures that when the status of a transaction in Classy gets changed (for example, refunded), the corresponding row for that transaction in your Google Sheet will get updated. It also ensures that any dashboards you have connected to the sheet update and can use the Classy Transaction Status field as a reliable filter for successful versus unsuccessful transactions.

Hyperpersonalized Donor Communications

After a supporter makes their donation, it’s customary to send a donation receipt and thank-you email to express gratitude and share impact. However, these emails are often automated, making them feel impersonal and obligatory.

Thanks to the advent of generative AI, automating donor communications at scale and individualizing each message based on your first-party data is now possible.

With Zapier, fundraisers can send donor data from Classy, relevant supporter backgrounds from their CRM, and an all-purpose thank-you email text to ChatGPT.

From there, you can give ChatGPT instructions to review the supporter and, using the Write an Email in ChatGPT Zapier action, update the thank-you email text based on the multitude of personal data points fed in and, in turn, create something impressively personal and intentional.

Personalize Your Outreach with These Advanced Zaps

Keeping Classy Data Up to Date

Beyond sending fundraising data to your tech stack, you can also use Zapier to update Classy supporter records in Classy itself.

This alleviates the risks associated with bad data, such as sending emails to old email addresses, using an outdated mailing address, or misgendering or deadnaming someone who has shared their updated gender or name elsewhere.

To ensure your Classy data and other platform data sync, create a new Zap and set the trigger to look for updates in another platform where data about a Classy supporter might change.

When using an advanced Zap like this, ensure you have the Classy User ID for the supporter you want to update stored in your CRM to point Classy toward the specific contact you want to update.

Then, select the field(s) you want to update on their Classy supporter record based on the updated information from your database. Once set up, this Zap should automatically update Classy supporters as needed, ensuring communications from Classy always use the most up-to-date contact information.

Here’s one example: 

Updating a Supporter in Classy When Their Email Changes in HubSpot 

Zapier recipe

This Zap will monitor HubSpot for changes to an existing contact’s email address. When there are changes, it checks to see if the contact has a Classy Supporter ID. If they do, it updates the email address on the corresponding supporter record in Classy.

With Zapier, you can ensure that the supporter receives automated emails from Classy, such as donation receipts, chargeback notices, and peer-to-peer milestone notifications.

Achieve a Comprehensive Approach with Classy and Zapier

For Classy users, Zapier is a powerful sidekick to a dynamic fundraising platform. While it can perform various simple tasks, it pays to dig deeper into the platform and think creatively about the workstreams your staff spends precious time and energy on.

It’s as much about automating busywork as it is leveling up your database, reporting, and donor communications.

Organizations like ScholarMatch are already seeing success by automating tasks and reducing manual work.

What used to take hours of manual work per week downloading CSV files, uploading them to our database, and cross-checking the input fields has been drastically reduced with the Classy and Zapier integration.

Francisco Prado

Program Data Analyst and IT Manager at ScholarMatch

While the techniques outlined in this post may be more advanced than the average Zap, they are well within the grasp of any nonprofit organization since they don’t require any coding or deep technical knowledge.

The examples given only scratch the surface of what’s possible when you pair Classy with a platform like Zapier. We can’t wait to see what you accomplish.

Copy Editor: Ayanna Julien

The Essential Role of a Modern Data Stack in Next-Generation Nonprofit Giving

This blog was written in collaboration with Alexandra WilsonBusiness Intelligence Lead, and Sam HeckendorfData Scientist, of Classy’s Data Science and Analytics team. 

Before data science and AI-saturated news feeds, data was only accessible through Excel spreadsheets, a simple query to an Access database, and, dare we say, green-bar paper.

Data requests were queued neatly in an analyst’s inbox, and an ad-hoc pivot table or deftly crafted VLOOKUP could typically meet most demands. Although this era had its advantages, it also contributed to some common difficulties organizations face today, including siloed data, disparate systems, and inconsistent reporting.

Fortunately, for every end user who has asked themselves, “Why don’t these numbers match?” the modern data stack holds the answers and clarity we need. Data teams no longer need to rely on manual methods and can instead embrace automation, advanced analytics, and cloud-based technologies to streamline their data use cases.

Here, we’ll outline nonprofits’ common data pitfalls and share our hard-earned insights on effectively navigating data complexities with a modern data stack. Most importantly, we’ll define the unparalleled value of intelligence-driven philanthropy and how curating a modern data stack is the first step in ushering your organization into the new era of giving.

Data Pitfalls Challenging Today’s Nonprofits

If you’ve ever received multiple Giving Tuesday reports, you may have wondered why the total donation amounts varied. While inconsistent reporting can be frustrating, it doesn’t imply bad data quality. Instead, it highlights the need for uniform reporting methods throughout the organization.

This includes aligning time zones, defining a true donation, and setting up protocols for offline gifts. These simple steps can help stakeholders get on the same page and improve organizational data literacy.

Additionally, siloed systems can be one of the most challenging pitfalls within any organization. Without a single source of data truth, you risk sharing inconsistent external messaging and damaging brand recognition. Plus, it’s impossible to confidently make strategic decisions if you’re uncertain which data sources to rely on.

The abundance of data available to modern organizations presents another potential challenge. New, efficient data storage and collection tools have simplified introducing new data to your reports and workflows. Although storage advancements are undoubtedly beneficial, these can inadvertently lead thriving data lakes to become stagnant data swamps if lacking the proper data governance.

Together, these challenges create barriers to critical nonprofit practices, like segmentation, calculating donor lifetime value, defining donor acquisition costs, and, most importantly, initiating and nurturing meaningful relationships with supporters.

Without the information required to understand your donors and cultivate those lasting connections, nonprofits are left with raw data, lacking the insights to contribute to true data intelligence.

Defining and Emerging through the Data Maturity Model

It’s crucial to acknowledge that every nonprofit organization embarks on a unique data journey, with their understanding and access to data integrations and systems developing over time at different rates.

Data maturity model

Data may feel new for organizations at the most basic, foundational stage. Basic data practices at this level typically involve rudimentary collection and storage, often lacking a comprehensive strategy or single source of truth.

As your comfort level and knowledge increase, you’ll likely begin standardizing data access and reporting, defining concrete strategies and visions, and forming a data science team to help you identify emerging trends and patterns.

At the highest level, data will become central to your organizational strategy, allowing you to forecast and make accurate predictions, offer intelligent recommendations leveraging AI/machine learning, and optimize data processing practices for efficiency and accuracy.

Continual learning and progression through the stages of data maturity are crucial for several reasons:

1. As organizations advance in data maturity levels, they enhance their capacity to collect, analyze, and derive meaningful insights. For instance, with detailed donor profiles encompassing preferences, engagement history, and giving patterns, organizations can strategically tailor fundraising appeals and giving on-ramps, leading to more personalized and effective donor interactions.

2. A mature data infrastructure enables organizations to understand their impact, optimize resource allocation, and identify opportunities for growth or improvement. Suppose a nonprofit runs an education program. Using data allows the organization to identify its most effective program components, such as specific curriculum elements or teaching methodologies. This detailed insight lets them focus on what works best, ensuring that donor investments yield maximum impact.

3. By reaching a stage where data informs all decisions, nonprofits can operate with heightened efficiency and amplify their impact on the causes they champion. Consider a nonprofit focused on environmental conservation using data analytics to optimize outreach efforts. Analyzing engagement patterns from various communication channels helps them identify the most effective platforms and messaging strategies to raise awareness and garner support. This data-driven approach streamlines operations and maximizes their influence.

Provided every nonprofit’s goal is to reach the highest level of data maturity, a modern, reliable data stack is the foundation to achieve it.

The Modern Data Stack: What It Is and Why It’s Important

At its core, the modern data stack ensures effective, secure, and efficient data collection, storage, processing, and management. Data collection begins the moment you check your feed, add tickets to your cart, or click on a donation site.

This seamless integration of user-friendly interfaces is a web of sophisticated algorithms capturing donors’ interactions, preferences, and behaviors. Every click, search, and transaction powers the raw data that will provide valuable metrics to your organization.

However, these measurements don’t come in the form of neatly curated dashboards but rather a hodgepodge of data sources that require thorough cleaning and data transformation to unveil meaningful patterns and valuable observations.

Revolutionizing Data Management

Thankfully, what was once a timely and tedious process has advanced light-years thanks to the evolution of the modern data stack and its impact on data infrastructure and job function.

What used to be a manual engineering exercise of writing custom code to extract data from one source (think Salesforce, Google Analytics, and Mailchimp) into a cloud data warehouse (think Amazon Redshift and Snowflake) is now available via off-the-shelf data pipeline tools, like Fivetran and Stitch.

Engineers and analysts have streamlined task hand-off as tools like Data Build Tool have simplified SQL collaboration across roles and consolidated job responsibilities under the analytics engineering umbrella.

Additionally, implementing a semantic layer provides a unified framework for data interpretation and usage across various data platforms. This means less time spent reproducing results and more time strengthening the bond between nonprofit stakeholders and self-service business intelligence tools.

Tools such as Looker and Thoughtspot are critical in achieving these time savings. Behind the scenes of each executive dashboard is a complex set of high-powered data models thoughtfully and meticulously weaved together across multiple sources.

Reverse extract, transform, load (ETL) tools like Census have also alleviated process ambiguity between data teams and internal domains, giving nontechnical users the power to harness curated data models. This means fewer offline spreadsheets because donor data is now available in one centralized customer relationship management platform.

Gear Up to Launch Your Stack

In the context of data management, the principle of buy over build becomes increasingly relevant. The emergence of off-the-shelf data extraction tools, the low costs of storage, and the growing number of self-service analytics tools allow nonprofit organizations to integrate with ease and manage large datasets with minimal technical expertise.

In an environment where data is abundant, the key to activating the right insights isn’t just gathering the data but identifying the relevant insights for decision-making.

While new on-ramps for giving are always a key part of nonprofits’ digital strategies, more organizations see recurring donors and community cultivation as the foundation for fundraising. To steward donors and build those relationships, clean data accessible across all departments is key. This ensures that whoever pulls a report operates off the same baseline and that disparate data doesn’t derail the organization’s strategy.

In the coming weeks, we’ll delve deeper into these themes on our blog, offering practical recommendations on how nonprofits can proactively combat the most significant data pitfalls and emphasize why the shift toward intelligence will remain critical through 2024 and beyond.

We aim to equip organizations with actionable insights to navigate the evolving landscape of data management, ensuring they’re well-prepared and set up for fundraising success. Stay tuned for a comprehensive exploration of strategies and best practices that will empower your nonprofit to harness the full potential of its data capabilities.

Classy’s Agile Data Team and Integrations

At Classy, we harness the power of the modern data stack to support every organization in driving its mission home. Our advanced ETL tools enable us to ingest data across multiple sources, build scalable data models, and power the real-time insights we deliver to our fundraisers.

Additionally, our agile data team brings a robust set of skills to the table, blending data engineering with business intelligence and AI/machine learning. More than just analysts and engineers, we’re problem-solvers and storytellers harnessing the power of data in carefully crafting meaningful insights.

Recognizing how integral data is in serving the thousands of nonprofits leveraging Classy’s fundraising platform, we’re committed to delivering the right tools, integrations, and partnerships to help nonprofits confidently make data-informed decisions.

Classy’s comprehensive integrations library, including Google Analytics 4, ZapierOmaticSalesforce, and more, seamlessly connects diverse data sources and systems, empowering organizations with a unified, comprehensive view that drives lasting impact.

Learn more about our integrations.

Copy Editor: Ayanna Julien

Pin It on Pinterest