Fundraising Ideas Archives - Double the Donation

How to Get Matching Gifts Trending at Your Organization

June 24, 2024/in Learning Center, Fundraising Ideas, Marketing Strategies /by Adam Weinger

Employee matching gifts are one of the most popular forms of corporate philanthropy. Still, the source is widely untapped, largely due to a lack of knowledge surrounding the programs. If you’re looking to drive participation at your organization (in order to maximize funding and elevate donor engagement), it’s time to get matching gifts trending among supporters.

But how can you go about doing so? Start a buzz around matching gifts at your nonprofit with these helpful tips:

Share a blog post.
Use hashtags on social media.
Prioritize video content.
Explore artificial intelligence and tech for content creation.
Host a real-time Q&A online.
Consider influencers and peer advocates.
Make the most of free advertising with Google Grants.
Keep up with shifting trends.

Our hope is that, by incorporating our recommended practices, matching gifts will become a well-known and fully utilized source of support among you and your supporters.

Let’s jump in with our first trick.

1. Share a blog post.

Blog articles are an effective medium for marketing matching gifts and other employee giving forms to your
supporters. A well-written post provides an opportunity to share an in-depth explanation of the philanthropy programs, along with showing donors that your organization is focused on maximizing fundraising from every source.

Not sure where to get started? We’ve written the following article that your team can use to kick off your matching gift blogging strategy. From there, you can send a link to the newly published resource in your newsletters and other communications to ensure donors know about this opportunity to increase their impact.

Corporate Employee Matching Gift Programs: The Secret to Boosting Revenue

For nonprofit organizations, every dollar counts. Corporate employee matching gifts offer the opportunity to turn one dollar donated by a match-eligible employee into two, three, or even four dollars!

Did you know that more than 26 million employees work for companies with matching gift programs? You might be one of them!

In this article, we’re going to explore exactly what to expect when working with matching gifts and how to make the most of this incredible fundraising opportunity.

What are corporate matching gift programs?

Employee matching gift programs are a type of corporate philanthropy set up to encourage employees to give back to their communities. These companies encourage community outreach by making donations to the same nonprofits that their employees have donated to.

These programs have become quite widespread, but many donors have not heard of them or aren’t aware of their own match-eligibility. $4-7 billion in matching gift revenue is left on the table each year, and we want to work with our donors to claim as much of it as possible.

While the specifics of these programs vary from company to company, the elements that shape these guidelines are generally the same:

Match ratio: This defines what kind of donation the company will make in relation to the employee’s initial contribution. A 1:1 ratio indicates that the company will donate the exact same amount, doubling the contribution to the employee’s chosen nonprofit.

Minimum and maximum: The minimum refers to the amount an employee must donate to qualify for a matching gift. The maximum is the total amount that a company will donate in matching contributions per employee annually.

Employee status: Sometimes, the employee’s role at the company can affect the match that they qualify for. For example, Gap Inc. offers a $1,000 maximum to part-time employees and a $10,000 maximum to Senior VP’s.

Nonprofit eligibility: Some programs offer different matches based on the mission of the organization being donated to. However, most companies offer “unrestricted” programs where any registered nonprofit can receive funds.

Submission deadline: Every program identifies a deadline when the matching gift request must be submitted by the employee. This deadline can be either a firm date (December 31st is common) or a threshold based on the date of the initial donation (90 days after donation is made).

Here are a few examples:

Johnson & Johnson — Triples donations with a 2:1 match up to $20,000 for current employees, while also doubling donations (1:1 match) for retirees

Bank of America — Matches donations 1:1 between $24 and $5,000 annually per employee

Home Depot — Matches donations 1:1 up to $3,000 annually per employee

The impact of these programs can be substantial! In fact, Microsoft has been known to match over $48 million worth of employee donations to schools and 501(c)(3) nonprofits in a single year.

Want to help [your organization’s name]?

Increasing revenue with matching gifts isn’t too tricky, but we need our donors’ help. Last year we received [insert number] matching gifts, which helped us raise [insert dollar amount]. We’ve set a goal of raising [insert dollar amount] from these programs.

If we meet our goal, we’ll be able to better [insert organization’s mission and how the organization would use the additional funding].

You can help us reach these goals by searching for your own match-eligibility. Immediately assess your eligibility and gain access to detailed information about your employer’s corporate giving program by searching our database of companies with matching gift programs [link to your dedicated matching gifts page or Double the Donation hosted URL].

We’ll provide you with as much of the following as possible:

Up-to-date, company-specific program guidelines for your employer

Links to the correct online matching gift request forms or downloadable PDFs

Our contact information (Tax ID, address, fundraising contact), which you may need for your matching gift request

If your company isn’t listed, make sure to check with your company’s HR department. We appreciate you taking a few minutes to double the impact of your donation!

Meanwhile, if you choose to write a blog post from scratch, we recommend:

Providing an overview of employee matching gift and/or volunteer grant programs
Sharing examples of companies that offer employee giving programs
Explaining the positive impact these additional funds will have on your organization’s work
Requesting that donors and volunteers search for their employer’s matching gift information using your matching gift search tool from Double the Donationa

2. Use hashtags on social media.

Your organization likely relies on social media as a core tenet of your digital marketing strategy. But do you have a plan in place to maximize your reach and engagement on key networking platforms?

Research indicates that incorporating hashtags in your posts goes a long way in terms of visibility, audience engagement, and more. A hashtag, which is essentially an octothorpe symbol followed by a key word or phrase, is a social media tool used to organize posts based on content topic. And including one or more in your postings can drive engagement by up to 100% compared to posts without hashtags.

In your next social media post about matching gifts for your organization, consider utilizing a few related hashtags and see how your audience responds. Here are a few examples you can use:

#match
#matchinggifts
#doubleyourdonation
#donationmatch
#amplifyingimpact
#[nonprofit name]matchinggifts
#getyourgiftmatched
#nonprofitmatching
#matchingdonations
#corporatematching
#doyoumatch
#doublethelove
#corporatephilanthropy
#employeegiving
#makeyourmatch

It’s also important to note that the way you use hashtags can and should vary depending on the social platforms you use. For example, studies show that Tweets with 1-2 hashtags see more than twice as much engagement as those without hashtags. But Tweets with more than two hashtags actually see a drop in engagement.

Meanwhile, the most-interacted-with Instagram posts typically include 11+ hashtags!

3. Prioritize video content.

According to content marketing research for nonprofits, video content is one of the most essential components of an optimized engagement plan. In fact, 66% of individuals find short-form videos to be the most engaging type of material published on social media.

Not to mention, of an organization’s audience…

Over 75% find videos useful when determining whether to give;
57% then go on to donate;
39% purposefully research the nonprofit within 24 hours of watching a video.

In the age of YouTube, Vimeo, TikTok, Snapchat, and more, video-sharing is becoming an increasingly integral part of nonprofit marketing. And when it comes to matching gifts, producing video content can play a critical role in informing and inspiring action among donors.

For example, check out this exemplary matching gift video that demonstrates the ease with which a donor can complete the process to amplify their impact on behalf of a cause they care about:

Once they had the video created, the organization opted to share the content on both its website and social media channels to further its reach.

Take a look at the Facebook post here:

Want to make your own video? Here’s a sample script you can use to get started:

“Increasing revenue with matching gifts isn’t too tricky, but we need our donors’ help. Last year we collected $[total revenue] worth of matching gifts. This year, we’d like to receive even more. We’ve set a goal to raise over $[revenue goal] from these programs by the end of the year. If we meet our goal, we’ll be able to [summary of your nonprofit mission and/or specific project or programming].

You can help us reach these goals by searching for your own match eligibility. Immediately assess your eligibility and gain access to detailed information about your employer’s corporate giving program. All you have to do is search our database of companies with matching gift programs. Click the link in the caption [to your organization’s dedicated matching gift page] to learn more.”

4. Explore artificial intelligence and technology for content creation.

A significant roadblock facing all sorts of nonprofits is a lack of time and effort dedicated to their marketing strategies⁠—especially when it comes to matching gifts. In fact, Nonprofits Source finds that over 80% of nonprofits report difficulty building strong workplace giving strategies due to limited staff and resources.

One unique and innovative solution? Artificial intelligence and smart technology.

AI-powered tools are currently sweeping the nation, particularly in regard to brands streamlining content creation while putting more time back into the hands of staff members. To provide some examples of how this can impact matching gifts, we tested a few artificial intelligence tools to see what they could come up with.

Here’s a sample social media caption written by one AI chatbot tool, ChatGPT (from the emojis to the hashtags and everything in between):

“Did you know that matching gifts can double or even triple your impact as a donor? 💰💸 Not only does this benefit your favorite nonprofit, but it also shows your employer’s commitment to supporting causes that matter to their employees. 🤝 Learn more about the power of matching gifts and how you can get involved to make a difference today!

#MatchingGifts #DoubleYourImpact #NonprofitImpact”

Not to mention, our very own 360MatchPro can help streamline donor communications while maintaining targeted and personalized efforts. With this tool, you can easily collect and track donor employment data, identify match-eligible donations, and trigger automated email follow-ups that drive more matching gifts to completion. And it can all take place without your fundraising team having to lift a finger!

5. Host a real-time Q&A online.

From the perspective of a donor who has never requested a matching gift, the entire process can seem a bit overwhelming. What your team can do, as the nonprofit they’re supporting, is make an effort to answer any questions your supporters may have.

And what better way to do so than with a real-time Q&A session? According to recent live-streaming research, real-time content generates 27% more watch time per viewer than on-demand video. Users like interacting with their favorite organizations, and doing so as a nonprofit can help facilitate deeper relationships with donors. In fact, 79% of marketers indicate that a more authentic interaction with their audience is a top benefit of live-streamed video.

While you’ll likely aim to answer a number of questions in any pre-recorded content you share, it can be hard to predict what exactly your donors will want to know. So let them tell you in real time. We recommend:

Sharing the date and time beforehand so supporters can plan accordingly;
Accepting matching gift Q&A submissions ahead of time through email or an online form on your site;
Encouraging live viewers to ask questions in real-time using the streaming site’s chat or comment functions;
Preparing your team with a number of in-depth resources on corporate matching gift programs (hint: check out our webinars, blog posts, and free eBooks here);
Posting your live-stream recording to your website and/or social media pages, so those who missed the real-time engagement can still savor the insights shared.

Today, most social media platforms offer some sort of live-streaming option⁠—including YouTube, Facebook, Instagram, TikTok, and even Twitter. So pick your favorite platform (ideally one that already sees a lot of user engagement with your nonprofit) and go live!

6. Consider influencers and peer advocates.

Influencer marketing and peer-to-peer fundraising are based on a shared principle: social proof. Social proof revolves around the psychological finding that people are more likely to assume the actions of others when making their decisions.

Luckily, you can use this idea in your next matching gifts campaign!

The first step in leveraging social proof for matching gifts involves locating a number of individuals who you’d like to promote matching gifts to your audience. When donors see other supporters participating in matching gift initiatives, it can be the inspiration they need to get involved themselves.

These so-called “influencers” might be someone closely associated with your nonprofit cause, such as:

Major donors to your organization
Well-known board members
Dedicated volunteers
Well-connected P2P fundraisers
Your nonprofit’s executive director, president, or CEO

Or, you might even be able to get a popular influencer (or micro-influencer) on board! For the best results, look for individuals who share a similar target audience to your nonprofit. Plus, existing connections to your organization or its mission can go a long way toward making that connection.

Regardless of who you choose to get involved, encourage these individuals to share information about gift-matching opportunities⁠—such as your new matching gift videos⁠—on their personal social media pages. Provide them with pre-made images, suggested captions, video scripts or outlines, and more, empowering champions to advocate for matching gifts and encourage others to get involved.

From there, your nonprofit can typically re-post the content to your own pages (depending on the platform or platforms used), furthering the reach of the posts.

7. Make the most of free advertising with Google Grants.

Another marketing strategy that you won’t want to overlook is paid search engine advertising. And don’t be alarmed by the word “paid,” either. Google offers nonprofits access to a generous in-kind grant in the form of free ad space (the equivalent of up to $10,000 per month), known as the Google Ad Grant.

Now, why should you promote matching gifts to your audience with the Google Grant? First of all, it’s a free marketing opportunity. Of course you want to make the most of it! Not to mention, research indicates that search advertisements (such as Google Ads) have the highest ROI for nonprofit paid advertising⁠—with an average value of $4.78 for every dollar.

When you participate in the Google Ad Grant, you essentially choose a page (or pages) and the keywords you’d like to advertise for. Then, when a donor or prospect searches the phrase (e.g., matching gifts for Cat Rescue Club), they’ll be met with your relevant sponsored content (i.e., your donation form, dedicated match page, ways to give page, blog article) at the top of the results page.

The Google Grant is a great way to increase visibility and expand the reach of your organization’s fundraising efforts. And when done well, it can drive more match-eligible donors through the giving⁠—and matching⁠—processes.

Ready to apply for the Google Grant? Check out this step-by-step guide from the experts at Getting Attention.

8. Keep up with shifting trends.

When it comes to getting donation-matching (or just about anything else) “trending” at your organization, it’s important that you have a solid understanding of current trends. After all, trends can change fairly quickly, along with the introduction and development of new technology, changing consumer⁠—and supporter⁠—preferences, and more.

And in order to get matching gifts trending effectively, there are a few key types of trends to consider as you craft your strategy. These include…

Marketing and engagement trends ⁠— Things like new social media platforms emerging, communications best practices (e.g., optimal number of hashtags per post), etc.
Workplace giving trends ⁠— Things like which companies offer matching gift programs (so far, it keeps trending upward!), new technology enabling innovative matching processes (i.e., auto-submission), and more

It ultimately boils down to this: just because something is a key trend today doesn’t mean it will necessarily be the same five years from now. So keep an eye out, make a note of any significant shifts you see, and reconvene with your marketing team on a regular basis.

And if you’re a Double the Donation user, we’ll always keep you up to date with the latest trends that our team is seeing! Check back with our blog, attend upcoming webinars, or explore our online Matching Gift Academy to stay at the forefront of matching gift innovation.

Next Steps

You’ve heard the tips⁠. Now, get started by implementing these tried-and-true practices in your own organization’s strategy.

Just remember: the more familiar your audience is with the idea of matching gifts, the more likely they are to partake in their employers’ programming. And the more funding you’ll ultimately receive from corporate philanthropy opportunities available to your cause.

Want to learn more? Explore additional resources and discover how you can double your organization’s fundraising impact with matching gifts:

Matching Gift Process | A Complete Step-by-Step Guide. Dive into a comprehensive overview of the corporate matching gifts process. Understanding what’s involved can lead to higher success rates and better outcomes for both donors and recipients.
Top Matching Gift Practices | Actionable Insights & Examples. Learn from and be inspired by some of the leading nonprofits’ matching gift strategies. Check out these top tips and practices from real-world organizations that you can incorporate into your own matching gift plan.
Winning Workplace Giving Strategies For Nonprofits. There’s more to workplace giving than just matching gifts, too! Expand your knowledge of other available workplace giving programs⁠—from corporate volunteer grants to annual fundraising campaigns and more.

Corporate and Foundation Relations: A Guide for Universities

June 4, 2024/in Learning Center, Fundraising Ideas /by Adam Weinger

From scholarships to research grants, universities need funding. Much university funding comes from individual donors, but corporations and foundations also play a key role in supporting higher education institutions.

Juggling relationships and grant proposals with multiple corporations and foundations for various university needs can quickly get complicated though. Not to mention, sourcing those funding opportunities can easily be a full-time job for multiple people!

This is where Corporate and Foundation Relations (CFR) offices come in. In this guide, we’ll break down what CFR is, why universities need CFR offices, and how to set their CFR office up for success.

What are corporate and foundation relations?

Many corporations and foundations offer grants that are applicable to universities. As such, universities seek out and maintain relationships with these organizations to secure funding opportunities, such as:

Research grants. Ongoing research projects can take months or even years to produce results. To keep your students and faculty’s work going strong, they may need research grants. While individual researchers may need to apply for these grants themselves, their university can put them in touch with or at least point them toward grant opportunities they are likely to win.

Work placements. Post-graduation plans are probably top of mind for many of your students, and universities with positive relationships with businesses can help their students get their foot in the door with their corporate partners. Along with work placements, this might take the form of yearly internships, spots at job fairs, and Q&A sessions with students.

Partnerships. Ongoing partnerships with corporations and foundations can provide funding for your university’s major projects or long-term operations. For example, a business might agree to fund the construction and upkeep of a new football stadium and request typical sponsorship perks, such as having its logo featured on signs around the stadium, in return.

While some of these funding opportunities are awarded on a merit basis—whether on the part of an individual student, the university, or a specific department—having a positive relationship with the grantmaking organization will almost always improve the odds of receiving support.

What do Corporate and Foundation Relations Offices do?

CFR offices help keep their universities funded by finding corporations and foundations and building relationships with them. By doing so, they help students and their university as a whole by:

Networking. When students need grant funding, only some will know where to look for these opportunities, let alone how to cultivate a relationship with the grantmakers. CFR offices work hard to establish networks of corporate and foundation partners they can then put students and faculty in contact with.
Negotiating opportunities. Negotiating grants and financial partnerships requires special skills, and CFR offices act as the intermediary between their universities, businesses, and foundations. Along with helping students and faculty find worthwhile funding opportunities, CFR offices also talk with businesses about what their university can offer them, whether it’s talented new employees or the positive reputation boost of supporting a higher education institution.
Securing funding. Only some foundations have work opportunities for students. Instead, they typically provide valuable grants. CFR offices help manage these grants and work with individual foundations to identify specific areas at the university or create new initiatives the grantmaking organization would want to fund.

Students and faculty can focus on research, career development, and university life while CFR offices put in the work to keep these activities funded. Corporate and foundation relationship networks don’t crop up overnight, and CFR offices keep these lines of communication open to benefit their universities and partners alike.

What tools and resources do Corporate and Foundation Relations Offices need?

With a complex web of connections to track, CFR offices employ various resources and specialized software solutions to stay organized, identify opportunities, and keep lines of communication open. Here are a few top tools and resources your university’s CFR office needs.

1. Cooperation with Other University Offices

CFR offices don’t act alone. To minimize confusion and create a cohesive experience for external partners and internal university members, CFR offices work with your university’s fundraising team, campus administrators, and faculty.

For example, a foundation may be interested in providing grant funding for research related to climate change. The CFR office would then need to reach out to various academic departments at your university to find programs and specific researchers whose work aligns with the foundation’s interests.

Or, the university’s fundraising team may secure a sponsorship with a business and then turn over communication to the CFR team that can facilitate funding for specific projects.

To encourage cooperation among university offices, ensure the heads of your university’s various offices understand what corporate and foundation relationships are and what your CFR office does. Additionally, improve your CFR office’s website to make it clear what the office’s purpose is, what opportunities they have available, and how various interested parties can get in touch with them. Here’s an example of Cornell University’s foundation partnerships page that checks all of these boxes:

2. A Reliable Network of Connections

CFR offices are valuable due to their extensive networks of corporate and foundation connections. These networks are built on mutually beneficial arrangements and trust agreements that can take years to cultivate. As such, your CFR office’s personnel are one of your university’s most important resources.

Some team members may bring in networks and relationships they’ve developed themselves, whereas others new to CFR work may still have extensive knowledge of grantmaking and corporate philanthropy.

Support your CFR office by finding new ways for them to connect and build stronger relationships with prospects. This might involve hosting events, having flexibility in what types of projects you’ll support, and investing in necessary prospect research tools.

3. Corporate and Foundation Research Tools

Many prospective corporate and foundation partners can be sourced through your CFR office’s network. However, to assess these prospects and discover new prospects, CFR offices can benefit from corporate and foundation research tools.

Specifically, two research tools you should consider investing in for your CFR office include:

Grant research tools. Many foundations do very little, if any, promotion for their grant opportunities. To find and create relationships with these organizations, CFR offices can leverage a grant research database. Look for databases that specialize in research grants for academics.
Corporate giving database. Some companies publicize their philanthropic activities, but tracking down the minute details can be a challenge. With corporate giving databases, CFR offices can discover companies’ giving histories to identify if they give to higher education institutions like your university.

Additionally, consider how other fundraising tools can help facilitate relationships with corporations and foundations. For example, your CFR office may help negotiate a matching gift challenge with a business wherein the business agrees to match all donations made within a certain period of time. To track this fundraiser and promote corporate matching gifts to your school’s donors even after the challenge, you may consider matching gift software.

More Resources for Universities

Corporations and foundations have the power to open doors for your university’s community. To connect with these partners, your CFR office needs support to pursue long-term, mutually beneficial relationships with funders. And your university can provide that help with the right tools, resources, and knowledge.

To expand your knowledge of the university fundraising space even further, explore these resources:

Get on the Path to Earning Grants: 10 Grant Research Tools. Grants are a core part of relationships with corporations and foundations. Discover grant opportunities and start connecting with funders.
Alumni Fundraising: A Complete Guide to Winning More Support. Alumni fundraising is essential for all higher education institutions. Learn how to connect with your students post-graduation in this complete guide.
10+ Higher Education Fundraising Conferences to Attend. The world of higher education fundraising is constantly advancing, and conferences are your go-to place for staying up to date with the latest trends. Explore these conferences and how they can help improve your fundraising expertise.

Donation Levels: Creating Donation Tiers That Drive Revenue

May 28, 2024/in Donor communications, Fundraising Ideas /by Adam Weinger

From marketing to cultivation, it’s no small effort to drive supporters to your donation page. But when they get there, are they making the impact your nonprofit needs? If your average donation amount is falling short, there are strategies you can use to maximize support right on your donation page.

Donation levels are one of the most important factors in determining gift amounts as they guide your supporters into giving an amount that’s right for them and your nonprofit. When used strategically, they frame your nonprofit’s impact and encourage donors to increase their support.

To help your nonprofit better use donation levels, this guide will explore:

What are Donation Levels?
What’s the Difference Between Donation Levels and Donation Types?
5 Strategies for Creating Effective Donation Levels
5 More Donation Page Tips

Let’s clarify exactly what we mean by donation levels before jumping into tips for how to create the best donation page possible.

What are Donation Levels?

Donation levels, also known as donation tiers, are suggested giving amounts that appear on donation pages. For example, a nonprofit might have donation levels of $20, $50, $100, and so on.

These amounts help guide supporters in how much to give when donating by providing examples of what is considered a low donation amount, a medium amount, and a high amount. Donation levels are especially helpful for first-time donors who may be unsure how much an average donation should be.

While donation levels can contain the gift amounts and nothing else, many nonprofits seek to increase donations by characterizing their donation levels with names, impact examples, and other descriptors.

What’s the Difference Between Donation Levels and Donation Types?

While the names are similar, “donation levels” and “donation types” are different concepts. Donation levels are suggested giving amounts on a donation form, while donation types are different kinds of gifts.

For example, donation types include major gifts, recurring gifts, in-kind donations, and corporate support. There is some overlap in that the donation types of low, moderate, and major donors may correspond to donation levels.

For example, recurring donors may give $50 monthly or $200 monthly. A donor who contributes $50 and one who donates $200 are both recurring donors but at different donation levels. However, whether this is the case depends on your nonprofit and average gift amount.

5 Strategies for Creating Effective Donation Levels

Donation levels are easy to add to your donation form, but to use them to their fullest potential, follow these strategies.

1. Calculate average donation amounts.

Donation levels are not set at random. These amounts are strategically calculated based on average gift sizes, supporters’ giving capacity, and fundraising goals.

Your first step to setting your donation levels should be calculating your nonprofit’s average donation amount. When calculating this amount, it may be appropriate to exclude some donations, like gifts from major donors. While these contributions are certainly important, it’s unlikely a supporter using donation levels to gauge their gift amount will make a major donation right off the bat.

Additionally, consider dividing your donors into two groups: one-time and recurring donors. Most donation pages that use donation levels divide suggested giving amounts along these guidelines, creating two sets of donation levels donors can consider. In general, the amounts for recurring donations will be much lower than one-time gifts but add up over time.

Once your donation data is properly curated, calculate your donation levels by dividing the total amount of donations in a year by the number of donors. With this information, you now have to decide how your average donation should impact your donation levels. A few options include setting the average donation amount as:

A lower donation level. To increase your average donation amount, set the median donation amount as a lower level. This may decrease your total donors but make each supporter who does give more valuable.
A middle donation level. Setting your average donation amount as your median donation level should be considered by nonprofits looking to maintain their current levels of support.
A higher donation level. This is a more unorthodox option but may be useful for nonprofits looking to increase donor acquisition by making entry-level donation amounts more accessible.

Assess your nonprofit’s donor acquisition and lifetime donor value rates to determine which of these options best fits your unique situation. Then, create subsequent donation levels that follow a logical progression. For instance, if your average donation amount is $25 and you want to set it as a low-tier amount, you might make the following levels $50, $75, and $100.

2. Link donation amounts to specific outcomes.

When a donor is choosing which donation level to give at, they may ask what the tangible difference between each option is. After all, why should a donor give $75 over $15?

Your donation levels can answer this question by briefly describing the types of outcomes that will result from each donation amount. For instance, here are some hypothetical outcomes from the example nonprofit Cat Rescue Club:

$25: Enrichment toys and bedding to keep our shelter cats happy and healthy.
$50: A week’s worth of food for our shelter cats awaiting adoption.
$75: Support for our network of over 100 foster families.
$100: Adpotions for 10 cats, helping them find their forever homes.
$200: Lifesaving surgery and medical treatment for cats in need.

These outcomes not only encourage supporters to move to higher donation levels but also increase their emotional investment in your nonprofit. After all, if they know they are providing essential support, donors are likely to stick around to see how their contributions helped, leading to increased retention.

3. Consider donor psychology.

Donation levels are ultimately a tool to guide donors’ giving behavior. While many supporters approach nonprofits’ donation pages with a clear idea of how much they want to give, many are also receptive to the cues and suggestions your donation levels provide.

When crafting your donation levels, try reading up on the basics of giving psychology. A few key insights to consider include:

Most donors will choose the second lowest donation level. Ultimately, donors are parting with their money when they give. As such, many want to donate an amount that doesn’t make them feel cheap, but they still want to be conservative about how much they spend. With this in mind, consider basing your donation amounts around the second-lowest donation level.
Low donation levels are encouraging to on-the-fence donors. This is useful for attracting new and first-time donors who are interested in but cautious about supporting your nonprofit.
High donation levels encourage loyal supporters to give more. However, this comes at the cost of driving away the on-the-fence donors.

Think of your donation levels as a general parameter of how much is acceptable to give. Donors who fall outside of that range are more likely to conform to the range (if they planned to give a higher amount than the highest donation level) or not give altogether (if they planned to give less than the lowest amount).

4. Name your donation tiers.

To help your donors develop a connection with your nonprofit, consider naming your donation levels. This can help donors to not only think of themselves as supporters of your nonprofit but as part of an exclusive group.

These names can reflect the hierarchical structure of your donation tiers. For example, you might name your levels bronze, silver, and gold. Or, instead, choose names that reflect your nonprofit’s cause. For instance, the Cat Rescue Club might name their donation levels Calico, Tuxedo, Tabby, and so on.

Nonprofits often employ this strategy during crowdfunding campaigns. These campaigns tie donation levels to specific rewards donors receive in exchange for their support. Naming these tiers not only helps donors form an identity related to your campaign but also makes organizing and distributing rewards easier since each category has a specific name rather than just a number.

You can also apply this reward strategy to your normal donation page, especially if your nonprofit has a membership program. For example, check out these tiers from Sarasota Orchestra:

Names like “musician circle” and “maestro circle” not only reflect the benefits these tiers provide but also make higher-tier donors feel like a core part of the orchestra.

5. Always provide a custom giving option.

In addition to your tailored donation levels, always add the option for supporters to write in and give any donation amount they want. While many supporters will default to using suggested giving amounts if they are provided, others will approach your donation form with a clear idea of exactly how much they want to give and they should be able to do so.

This also allows donors to give outside your donation range (on either the high or low end).

5 More Donation Page Tips

Donation levels are a key element of your nonprofit’s donation page, but they’re not the only element!

To ensure your donation tiers are as effective as possible at driving valuable gifts and acquiring donors, here are a few more donation page tips.

1. Promote matching gifts.

Envision a world where you double all of your donation levels and supporters can contribute those increased amounts with no issue. With matching gifts, this world is possible for at least some of your donors.

Matching gifts are a type of corporate giving program wherein businesses match employee donations to nonprofits, usually at a 1:1 rate. However, many supporters are unaware of these programs, let alone how to participate in them.

Use your donation page to market matching gifts by:

Providing a brief explanation about matching gifts. For supporters who are unfamiliar with matching gifts, a one or two-sentence explanation on your donation page can encourage them to check their eligibility and submit a match request. This explanation can be as short as something like: “You may be able to double your impact. Check if you’re eligible for matching gifts with your employer.”
Adding a matching gift search tool to your donation page. Consider investing in matching gift software, which allows you to embed a matching gift database search tool right into your donation page. Supporters can use this tool to check if they are eligible for a matching gift during the donation process.
Encouraging supporters to check their matching gift eligibility on your confirmation page. If supporters opt not to interact with your matching gift search tool while donating, give them one more chance to start the matching gift process by adding a message to (or even embedding your matching gift search tool) into your donation confirmation page. Using our hypothetical nonprofit example from above, consider what a matching gift database tool might look like on Cat Rescue Club’s page:

These gifts come from donors’ employers, meaning you can earn twice your regular donation levels at no extra expense to your supporters. Be sure to emphasize this and the potential impact these additional gifts can have when promoting matching gifts to supporters.

2. Encourage recurring giving.

Donation levels apply to both one-time and recurring gifts. All of the strategies we’ve discussed so far apply to both categories, but let’s dive deeper into tips for encouraging recurring giving now:

Adjust your recurring giving donation levels. Your donation levels should be less for recurring gifts than the corresponding ones for one-time gifts. For example, if your lowest donation level for one-time gifts is $25, you might make the recurring donation level $10. While this amount is less than half of the time-one gift, it will outpace it in three months’ time, and more than quadruple the amount in a year.

Display recurring giving and one-time donation options next to each other. Position your recurring giving and one-time donation tiers next to each other or allow supporters to easily toggle between them. This allows donors to make a direct comparison when deciding what to give. Plus, recurring gifts are less of an initial commitment, which makes them seem like a better deal to donors when placed next to high one-time donation levels.

Update any relevant text. Recurring gifts impact nonprofits differently than one-time gifts, and your donation levels should reflect this. If a one-time donation level promises to support a certain number of beneficiaries for a week, consider how the impact changes when it’s a smaller recurring gift.

To calculate your recurring donation levels, use the same strategies as discussed earlier, only this time, focus on just your current recurring donors. Additionally, of the strategies discussed, consider adding donation tiers below your average recurring gift amount. Recurring donors are likely to stick around long-term and you can persuade them to increase their donation amount over time once they commit to making their first gifts.

3. Keep your donation page short.

When trying to include all of these tips in your donation page, it’s easy for your page to bloat in size. However, lengthy donation forms are likely to turn off potential donors, especially the new and on-the-fence donors we discussed earlier.

When designing your new donation page, consider how to keep each element concise and easy to understand at a glance. For example, if you want to go with a button approach to donation levels, you might try a page layout like this:

Or, if you want all information to be visible for easier comparison, an approach like this maintains a minimalist design:

4. Brand donation page to your nonprofit.

Your donation page is arguably the most important page on your website. Ensure supporters who land on it—especially those who navigate there from an external source like social media—know without a doubt that it belongs to your organization.

You can accomplish this by maintaining consistent branding across your website and ensuring your donation page specifically has a few key visual brand elements. These include:

Your logo
Brand colors
Key brand visuals

From the mobile version of your donation page, consider how you can ensure brand elements are present but unobtrusive. For example, you might remove key brand visuals, such as a photograph of beneficiaries, but keep your logo. This minimizes scrolling for mobile users without sacrificing branding consistency.

5. Continue adjusting your donation levels.

Your audience, donors’ giving behaviors, and economic circumstances change, and so should your donation tiers. To determine your donation levels’ effectiveness, keep an eye on key metrics, such as:

Average donation amount
Donor acquisition
Donor lifetime value
Total number of donations

Analytics tools can help you track these metrics and specific donors’ behaviors over time. After implementing new donation levels, take note of new trends in donor engagement. Additionally, consider experimenting with different donation level amounts by creating unique donation levels for various campaigns. For example, you might set lower donation levels for a crowdfunding campaign to encourage new donor participation.

More Donation Level Tools and Tips

Your donation page is an essential tool for earning the funds that keep your nonprofit going. With donation levels, you can encourage more donors to give and increase donation amounts. To get started, calculate your average giving amounts and make strategic decisions about your donation goals.

For more information on how to attract and retain donors, explore these resources:

Improving Your Donor Development Approach: 15 Expert Tactics. To increase your donors’ value, you need to develop relationships with them. Get a rundown of donor development essentials with these expert tactics.
Building Trust and Loyalty: Mid-Level Donor Program Basics. Mid-level donors are a core supporter group that is influenced by donation levels. Discover how to build trust with this group and encourage them to move to higher donation levels.
Donor Recognition: When & How to Acknowledge Supporters. Donors who feel appreciated are more likely to continue giving and give at higher amounts. Learn how to recognize your donors.

Revolutionizing Your ROI: A Guide to Monthly Giving Programs

May 15, 2024/in Fundraising Ideas /by Adam Weinger

What if you could cut the guesswork and accurately predict how much fundraising revenue you’ll have at your disposal each month? You’d be able to plan your finances effectively, allocate funds where they’re most needed, and achieve mission-critical goals.

Adopting a monthly giving program is a win-win-win for your nonprofit, beneficiaries, and donors—you get a consistent revenue stream, your beneficiaries get high-quality programs, and your donors can make budget-friendly donations at regular intervals.

In this guide, we’ll help you access this powerful revenue stream with this information:

Monthly Giving Program FAQs
10 Tips to Create a Monthly Giving Program
5 Examples of Monthly Giving Programs

As we review these tips, consider your nonprofit’s current donor base and how they would respond to a monthly giving program. Or, if you already offer one, think about how you could improve it to yield a higher return. Let’s dive in!

Monthly Giving Program FAQs

What is a monthly giving program?

A monthly giving program is a recurring donation program where supporters give regularly throughout the year. Most recurring giving programs are structured around a monthly schedule (which is why it’s our focus for this content), but supporters could make contributions on a biweekly, bimonthly, or even semiannual basis.

What are the benefits of a monthly giving program?

There are numerous advantages to having a monthly giving program, such as:

Consistent and predictable revenue. Monthly donors provide a stable and reliable source of income. This consistency helps in budget planning and ensures nonprofits can better allocate resources.
Increased lifetime value. Monthly donors tend to give more over the long term compared to one-time donors. Their cumulative contributions add up, increasing their lifetime value. In fact, the average recurring donor gives $287 per year while one-time donors give $192.
Reduced fundraising costs. Acquiring new donors can be expensive and time-consuming. Monthly giving programs often have lower acquisition costs because once a donor is signed up, they continue to give without the need for additional outreach.
Improved donor retention. Monthly donors tend to have higher retention rates than one-time donors. They are more invested in the organization’s mission and are less likely to lapse. Additionally, many monthly donors have their donations given automatically, limiting the chances they’ll forget to donate and increasing reliability.

Not to mention, a monthly giving program enhances donor engagement by making supporters feel a stronger connection to your organization. Because monthly donors actively support your work on an ongoing basis, they will be more inclined to participate in your organization’s other campaigns, attend events, and advocate for your cause.

How do you turn one-time donors into recurring donors?

Converting one-time donors into recurring donors requires a thoughtful and strategic approach. Here are some steps you can take to encourage donors to make ongoing contributions:

Express gratitude. Make donors feel valued and connected to your organization. Show appreciation for their initial donation promptly with personalized thank-you emails or letters.
Share impact stories. Regularly communicate the impact of their donation. Use success stories, testimonials, and updates to illustrate how their support makes a difference.
Educate about monthly giving. Share information about your program in your communications. Explain the benefits of becoming a recurring donor, such as having a more significant and sustained impact on your cause.
Highlight convenience. Let donors know that monthly giving is an easy way to support your cause without making a large upfront financial commitment.
Market your monthly giving program. Pull all of these elements together in marketing materials for your program. Use your website, social media, email, and other digital marketing channels to spread the word about your program.

According to eCardWidget’s donor retention guide, it’s also more cost-efficient for your nonprofit to deepen relationships with existing donors than to acquire new ones.

10 Tips to Create a Monthly Giving Program

Define Clear Objectives

Start by setting clear goals for your program. Determine what you want to achieve in terms of:

Revenue
Donor retention
Impact on your mission

Along with these targets, consider any milestones your organization might reach along the way. Share these relevant accomplishments related to these goals with potential donors to encourage them to get involved. For example, you might share how a hundred donors have chosen to make monthly gifts, allowing your nonprofit to launch a new mission-related program.

Brand Your Monthly Giving Program

Make your program stand out by giving it a distinct identity. Encourage supporters to become invested in being monthly donors by creating a program name related to your mission. Then, design a logo and thematic elements to help promote the brand cohesively across materials.

As you develop engaging marketing materials related to your program, incorporate social proof to cultivate a sense of community. For example, testimonials and photos of current monthly donors can encourage other supporters to become part of something bigger by committing to monthly giving.

Add a Monthly Giving Option to your Donation Page

Only 14% of organizations prompt donors to make a recurring gift during the donation process, meaning there might be a missed opportunity right on your donation page to capture donors’ long-term support.

Your donation page should prominently display an easy-to-select option for recurring gifts. Here are a few ways you can highlight monthly giving on your donation page:

Contextualize the option: Briefly explain the impact of monthly giving on your donation page.
Set it as the default gift type: Encourage donors to opt in by making monthly giving the default gift type. Just make it easy to switch to one-time giving and clear how to opt-out so donors don’t feel tricked into giving monthly.
Use clickable buttons: Allow users to opt in with just the click of a button right from your donation page.

To further maximize the impact of these gifts, integrate with matching gift software to add the ability to easily match gifts. Auto-submission technology by Double the Donation automatically informs donors whether they’re eligible and submits the match request for them.

Develop a Compelling Case for Support

Craft a compelling and emotionally resonant case for support. This message should clearly articulate why monthly donations are essential for your organization and how they will make a difference.

No matter the platform you share it on, you can create a compelling case for support by including:

Emotional and logical appeals: Balance emotional narratives with data and statistics that prove the effectiveness of your program. This approach captures your audience’s attention while reinforcing the program’s mission.
Answers to common objections: Be transparent about the program, acknowledging potential concerns your donors may have. For example, note that monthly giving can be a significant financial commitment, but assure donors that they can cancel or adjust the monthly contribution at any time.
Sense of belonging: Make donors feel like partners to your organization. Thank them for their participation, create a special name for monthly donors, and offer perks like access to blogs and webinars.

Remember to tailor your message to your audience to make it uniquely compelling to each donor. For example, short emotional appeals tend to do better on social media, while thorough research reports are better left on your blog and can be linked to in external communication.

Segment Your Donor List

Use donor data to segment your existing supporter list and identify potential monthly donors. Divide them into groups based on shared characteristics such as:

Interests and affinities, or their interest in your specific projects or initiatives
Demographics, including trends related to age, gender, or income level
Communication preferences, such as email, social media, or text.
Engagement level, which refers to the frequency at which donors interact with your nonprofit

Then, use these groups to effectively target your outreach. For example, you might ask annual donors to spread their annual gift across the year in monthly donations, instead. For donors who give occasionally, urge them to switch to a more consistent donation frequency.

Offer Multiple Giving Levels

Help donors determine how much to give by offering different giving levels or suggested monthly donation amounts. This allows donors to choose a level that fits their budget.

Suggested giving levels can motivate upgrades in giving, especially when you explain what each level achieves. For example, a $50 donation might cover the cost of a month’s worth of food for a dog at an animal shelter. The shelter could recommend $50 as a giving level, explaining that donors could feed a dog for a month simply by increasing their gift size.

Communicate Clearly

Clearly explain how your monthly giving program works from beginning to end. Remember to include instructions for:

The donation process
Payment options
How donors can manage their recurring gifts
Ways to further their impact, such as matching gifts

Also, provide regular updates about the program’s success to donors who participate in it. Strengthen relationships with your monthly donors by sharing the specific impact that was made with their gift and thanking them for their dependability.

Showcase Success Stories

Illustrate how monthly donations have positively affected your cause. Share the specific successes achieved by your program through testimonials, case studies, and other illustrative stories that showcase your work.

To make a compelling success story, be sure to include:

A clear problem and solution: Identify the issue that your nonprofit hopes to address and the potential consequences of ignoring it. For example, a food bank might provide the number of people affected by malnutrition every year and how many people in their community received food as a result of the organization’s fundraising efforts.
Relatable characters: Introduce a human element by mentioning real people that potential donors can relate to. To make your story truly resonate, highlight their dreams and emotions as they relate to the problem at hand. For example, the food bank might tell the story of a beneficiary, using quotes or a complete testimonial to communicate their struggles and hopes.
Measurable results: Demonstrate your nonprofit’s success by providing data and statistics to show your organization’s real, measurable results. Using our example of the food bank, the organization could include data about the number of community members served and the dollars spent on groceries for beneficiaries. To go one step further, the food bank might share before and after pictures of a beneficiary (with the individual’s consent.)

Above all, ensure your stories are authentic by using real quotes and credible statistics where possible.

Offer Incentives

Incentivize recurring giving by offering perks or benefits to motivate donors to join your monthly giving program. Incentives may include:

Exclusive content
Early access to events
Special recognition

Incentives not only encourage donors to engage in monthly giving but also boost donor retention by exciting donors about their continued support! For example, a nonprofit might provide donors with exclusive merchandise sales codes, or a museum might offer discounted tickets.

Promote through Various Channels

Use multiple communication channels to promote your monthly giving program in various formats. Create marketing materials for your:

Website: Create a landing page about your recurring giving program, ideally separate from your existing donation page and listed as one of your “Ways to Give.” This should serve as the go-to resource for all information concerning your program, and all other channels should link back to this page.
Email campaigns: Use compelling subject lines, such as “We urgently need your help,” and strong visual elements like pictures of beneficiaries to explain the program in your email newsletters. Educate readers about the process and direct them to your website for more information.
Social media channels: Capture your audience’s attention with visually appealing social media content, such as posts that include images, videos, and infographics. Consider shareability as you craft each post so your followers will spread it to their followers and so on.

A multichannel approach expands the reach of your promotional materials and allows you to leverage the strengths of each platform to convey your message.

5 Examples of Monthly Giving Programs

American Red Cross

The monthly giving page on the American Red Cross’s website uses the organization’s strong brand colors to encourage donations. Along with using brand colors, this form reinforces supporters’ connection to the Red Cross by referring to monthly donors as “Red Cross Champions” and calling out their important role in the organization’s mission.

The page also makes it easy for visitors to give by limiting form fields to just one prompt: the giving amount. After selecting a suggested giving level, donors are taken to a new page where they can opt-in to cover the donation’s processing fees, select a specific effort to support, and input their payment information.

UNICEF USA

On their monthly giving page, Unicef gives thorough background information on how monthly giving works. The page explains the process step-by-step and even provides an email address and phone number to contact in case visitors have questions.

This page helps donors understand why their repeated support is important and how it will be used. Plus, it showcases the simplicity of recurring giving, making visitors more likely to sign up when they realize how easy the process is.

The Nature Conservancy

The Nature Conservancy’s monthly giving page positions recurring donors as “Conservation Champions,” who receive membership benefits, including:

Monthly updates on the organization’s conservation efforts
A year-long subscription to the organization’s magazine
An annual calendar featuring photos of nature for each month

These incentives entice donors to engage in monthly giving. Beyond these tangible benefits, the page also highlights the ease and efficiency of recurring giving.

charity: water

Visitors get a glimpse into the impact of their donations on charity: water’s monthly giving page. The donation form offers suggested giving amounts that, when selected, display the number of people who receive clean water as a result of that donation amount. This draws a direct connection between the donation and its impact so donors know they’re truly making a difference.

The form also notes that 100% of the donation funds water projects, reinforcing donors’ confidence that their gift will be put toward the nonprofit’s mission. Coupled with strong visuals, the form entices donors to give (and give more) by emphasizing the gift’s importance.

American Heart Association

The American Heart Association creates a sense of urgency on its monthly giving page by noting the opportunity to have a donation matched for double the impact. By using language like “Don’t miss out” and “Save more lives by giving now,” this page encourages donors to commit to monthly gifts immediately!

Also, the page includes a photograph of a heart disease survivor and urges visitors to “keep a family’s loved one,” like the woman pictured, alive by donating. This helps donors see the potential impact of their donation and the importance of maximizing the amount they’re able to give.

Final Thoughts on Monthly Giving

Successful monthly giving programs can mean the difference between unpredictable donations and consistent, sustainable support for your organization. Develop a monthly giving program tailored to your nonprofit’s unique supporter base and needs to increase donation amounts, strengthen relationships, and fund your work for years to come.

For more tips on securing monthly support, check out the following resources:

Improving Your Donor Development Approach: 15 Expert Tactics. Donor development is a key element of securing monthly support. Learn how to steward donor relationships in this guide!
Understanding the Fundraising Cycle: 5 Ways to Raise More. The fundraising cycle allows nonprofits to steward donors and secure their continued support. Plan the strategic steps you’ll take to boost fundraising using the tips in this guide.
Building Trust and Loyalty: Mid-Level Donor Program Basics. To recruit supporters for your monthly giving program, you’ll first need to identify and retain mid-level donors. Read our guide to learn the basics!

Designing a Successful Fundraising Calendar + Free Template

May 15, 2024/in Donor communications, Nonprofit Basics, Fundraising Ideas /by Adam Weinger

The end of the year is always a busy time for fundraising, and your nonprofit tries to start planning months in advance. But the planning phase may take longer than anticipated, leaving you scrambling in October and November to figure everything out in time.

If your nonprofit relates to this situation, then you need an annual fundraising calendar stat. With a fundraising calendar, your entire fundraising strategy for the year can be laid out in as much detail as you need. With this preparation tool, your team can approach your fundraising goals confidently and follow clear plans to achieve them.

To help you get started with this essential nonprofit planning tool, this guide will explore:

Annual Fundraising Calendar FAQ
How to Create an Annual Fundraising Calendar
How to Maintain an Annual Fundraising Calendar
Annual Fundraising Calendar Template

First, let’s answer a few questions about fundraising calendars and how they fit into any nonprofit’s organizational strategy.

Annual Fundraising Calendar FAQ

What is an annual fundraising calendar?

An annual fundraising calendar is a planning tool used by nonprofits to outline and schedule their fundraising activities and campaigns throughout the year. Fundraising calendars may include details about:

Donor engagement activities
Fundraisers communication plans
Key dates and deadlines
Fundraising goals
Program costs
Staff and volunteer hours

Fundraising calendars are highly customizable, and your nonprofit’s calendar should include the information and level of detail that helps your team. For example, your nonprofit might already have a separate content management calendar for marketing initiatives. In this case, you might just add key marketing activities to your fundraising calendar, such as campaign kick-offs, but leave off granular details, such as when social media posts go live.

What are the benefits of an annual fundraising calendar?

Ultimately, your fundraising calendar’s effectiveness depends on how your team uses it. A well-planned and executed fundraising calendar allows you to reap the following benefits:

Organized strategic planning
Better decision-making
Clear sense of purpose
Enhanced time management
Improved staff and board management
Greater ability to engage donors

Your fundraising calendar is your nonprofit’s roadmap for the year, and if you follow that map, you’ll ideally reach your fundraising goals’ destination.

If something does come up and you need to deviate from your plan, do not throw out your calendar. Instead, treat it like a living document and make necessary edits. This will allow you to consider future outcomes and successfully shift plans for how to achieve your fundraising goals.

When should nonprofits create a fundraising calendar?

Ideally, your nonprofit should have its annual fundraising calendar ready well in advance of the upcoming fiscal or calendar year, depending on how you manage your operations. For some nonprofits, this means having a calendar that outlines activities from July 30th to June 1st. For others, this means January 1st through December 31st.

Whichever way you set it up, plan to create your calendar at least a month in advance of when you will actually start using it. This way, you can avoid playing catch-up and start preparing for long-term projects right away.

How to Create an Annual Fundraising Calendar

Set Clear Goals and Objectives

We’ve discussed the types of general activities that your annual fundraising calendar can document, but the content on your calendar should be dictated by your goals for the year. Think of your calendar as not just a checklist of activities for the year but a plan for achieving specific goals.

As such, your first step in designing your fundraising calendar is to define your nonprofit’s fundraising goals for the year. These goals should:

Align with your overall mission and financial needs. Talk with your team, especially your executive director and program managers, to identify what your nonprofit needs to accomplish this year. For some nonprofits, this might mean planning a growth strategy, while others might seek to raise enough funding to maintain current operations.
Be practical based on past years’ performance. Evaluate your organization’s past fundraising activities and campaigns to identify what worked well, what needs improvement, and what should not be repeated. This ranges from social media strategies and events to sponsorships and grant applications.
Consider expected trends and events. Is there anything your nonprofit can predict will happen in the coming year that will impact your fundraising efforts? This might include trends in corporate funding, major political events, and seasonal activities. For example, every nonprofit should consider the heightened philanthropic activity around the end of the year.

Use these goals as guidelines for your entire fundraising calendar. When adding activities, consider how each proposed initiative helps your overall goals. If something doesn’t clearly align, consider if it’s still necessary or even if it takes resources away from other activities.

Identify Key Fundraising Activities

Next, use your goals to determine the types of fundraising activities and campaigns you plan to undertake during the year. A few campaigns you might add to your fundraising calendar include:

Matching Gift Campaigns

Fundraising calendars help nonprofits plan specific fundraising activities that need to take place at specific times, but they can also help track and coordinate ongoing fundraisers. For example, your nonprofit might add reminders to continually promote matching gifts.

Matching gifts are a passive fundraiser in that once a nonprofit has matching gift software enabled on its donation page, the fundraiser essentially runs itself. However, you can earn more from matching gifts by remembering to regularly promote it to donors, so they in turn remember to fill out and submit matching gift requests to their employers.

To learn more about matching gifts and why you should add a matching gift campaign to your annual fundraising calendar, check out this video from the Double the Donation team:

There are also events and specific time frames related to matching gifts that you may want to add to your fundraising calendar. For example, if you organize a matching gift challenge with a sponsor, you should add notes to your fundraising calendar about when this period begins and ends, as well as plans to market it to donors.

Major Gift Cultivation

It’s common knowledge in the nonprofit sector that approximately 80% of the average nonprofit’s funding comes from just 20% of donors. Recent reports show this trend has only been exacerbated with 90% of donation revenue coming from 10% of donors.

This means if your nonprofit does not already have a formal process for courting major donors, now is the time to start planning one.

On your annual fundraising calendar, add directions for your major gift officers. As they develop relationships with major donors, the donation cultivation process will become highly individualized, and major gift officers will need to create their own schedules for each prospect. However, your fundraising calendar should document steps for your major giving program as a whole.

For example, you might add core activities such as:

Conduct prospect research
Reach out to new prospects
Cultivate relationships by inviting major donors to special events
Make asks for a major upcoming project to donors likely to convert

Putting these activities on your calendar will help you continually refresh your database of prospects, grow your major giving program, and ensure major gifts come through at key times of the year.

Events

From booking a venue to organizing a marketing campaign, events require significant planning but can also bring in significant revenue. For major events, consider breaking their planning into multiple steps, such as:

Initial planning. Early planning stages for events depend on the event type, such as an auction requiring an extensive item procurement period. However, for most events, major activities to add to a fundraising calendar include organizing sponsorships, booking venues, planning activities, and making necessary software and resource purchases.
Marketing. Event marketing should start at least several weeks before a major event and requires planning beforehand. Consider scheduling time for market research and marketing asset creation, as well as creating an outreach schedule for when promotions go live. For example, you might plan time to hire a graphic designer to create invitation eCards, then use eCard software to schedule their delivery.

Marketing. Event marketing should start at least several weeks before a major event and requires planning beforehand. Consider scheduling time for market research and marketing asset creation, as well as creating an outreach schedule for when promotions go live. For example, you might plan time to hire a graphic designer to create invitation eCards, then use eCard software to schedule their delivery.

Hosting. Unless an unexpected emergency comes up, you should schedule a specific date to host the event early on. This enables bookings in advance for venues, entertainment, and catering.

For events, pay special attention to staff time and what types of staff you will need. Some events may be able to rely heavily on volunteers, whereas others might require a significant amount of work from staff and even external vendors.

Peer-to-Peer Fundraising Campaigns

In many ways, peer-to-peer campaigns run themselves, but they need coordination to get off the ground and make an impact. For your peer-to-peer campaign, add the following items to your fundraising calendar:

Software purchases. If your nonprofit does not already have peer-to-peer software, plan to begin the purchasing process in advance of your campaign. Be aware that some software purchases, such as platforms that are major investments or require significant customization, may require months-long implementation processes.
Volunteer recruitment. Determine how and when you will recruit participants. You may start making open calls early on and then plan to ramp up recruitment as your campaign’s start date nears.
Onboarding. Schedule time to create a formal onboarding process for volunteers in advance. You should have a style guide for how to present your nonprofit online and a walkthrough for how to use your peer-to-peer software.

Be aware that if you are hosting a rolling peer-to-peer campaign, you will have no set dates, and your timeline will be looser. Whether your campaign is scheduled or rolling, add reminders to regularly check in with your peer-to-peer fundraisers to provide encouragement, answer questions, and thank them for their participation.

Giving Tuesday Campaign

Giving Tuesday is one of the most important fundraising days of the year with almost $3.1 billion raised in 2022. If your nonprofit wants to participate in Giving Tuesday, start planning your campaign early.

Many nonprofits use Giving Tuesday as an opportunity to try new fundraising strategies to reach new audiences and stand out from the crowd. Whether your nonprofit is using an old strategy or trying something new, remember to pencil in research time for your campaign plan. Use the period several months in advance of Giving Tuesday to determine what fundraising strategies donors are responding to, if nonprofits in your field are using them, and if they are feasible for your organization.

Then, schedule time to assemble a team, establish your strategy, purchase and implement any needed software, and create necessary marketing materials. If you don’t have a separate content management calendar, consider adding notes about when to post announcements and send out promotional materials to your annual fundraising calendar.

Determine Timing and Scheduling

You now know what activities you want to put on your fundraising calendar, but when should those activities happen?

For every activity, assign a specific date or time frame based on:

Seasonality. Certain times of the year lend themselves to certain fundraisers. For example, the end-of-year holiday season is likely to be packed with marketing campaigns and events, whereas the fall may primarily be dedicated to planning those upcoming activities.
Donor behavior. Consider how donors are likely to respond to future activities based on previously scheduled ones. For instance, at the end of the year, you may make a major push to acquire new donors. In the following months, you would then shift gears to prioritize retention efforts to maintain as many of those donors as possible. This factor is especially important when it comes to establishing major giving practices.
Relevant external factors. Are there any upcoming challenges or opportunities you are currently aware of that might impact your schedule? For instance, if your marketing head is going on maternity leave, you may need to schedule a training period for the replacement to get up to speed.

Additionally, consider how much time should be dedicated to each activity. For example, while an event might only last for a few hours on a single day, you might need well over 100 hours of staff time to prepare for that event. This will help you balance schedules and avoid overwhelming any one team or person at your nonprofit.

Allocate Resources

In addition to the time activities will take, consider what other resources are needed. This may include budgeted funds, as well as which personnel is assigned to what activities to avoid double-booking or overextending resources.

Alternatively, consider what resources each activity is likely to bring in. For example, a volunteer recruitment drive will increase available volunteer time while an expected renewed grant will provide more funds for various programs.

How to Maintain an Annual Fundraising Calendar

Meet regularly with your team

Your annual fundraising calendar’s effectiveness is contingent on your team following it and adapting it as needed. Meet with your team about this year’s fundraising calendar regularly to:

Create your calendar. Unless your nonprofit is a one-man team, you need input from the rest of your team to determine which activities to prioritize, what resources you need for those activities, and who should be responsible for them. For instance, you might initially assume your IT team can handle your website redesign single-handedly, but after input from the rest of your nonprofit realize they need to work in tandem with your marketing team.

Ensure ownership. Every task on your fundraising calendar should be assigned to a specific person or group of people. Meet with various teams so they are aware of their responsibilities each month.

Make necessary adjustments. The people carrying out your various fundraising activities will be the first to sound the alarm if adjustments need to be made. Keep lines of communication open so team members can report delays, needed additional resources, and shortfalls. On a more positive note, team members might also report that certain activities earned more or were wrapped up in less time than expected.

By talking to various members of your staff, you will gain a broader perspective of your nonprofit’s current operations and capacity. This will improve your understanding of what your team can reasonably accomplish in a given year and help you stay on track to hit your fundraising goals.

Track Progress

As mentioned, your annual fundraising calendar is a roadmap for achieving your goals for the year, and that roadmap may need to add a few detours here and there. These hiccups should not derail your entire calendar. Instead, be ready to be flexible and make adjustments as needed.

Track fundraising activities in relation to your annual goals. For example, if you have a target amount you want to raise this year, you might focus on how much your fundraisers, events, and major donors bring in throughout the year. If a fundraising event has lower attendance than expected due to weather, consider how you can adjust other activities planned in future months to make up for that revenue shortfall.

Consistently engage donors

While your calendar likely only lists major activities, don’t forget the small everyday activities that keep your donors engaged. For instance, you can’t predict when every new donor will decide to give, so you need a flexible strategy that allows you to show appreciation and recognize donors at a moment’s notice.

Annual Fundraising Calendar Template

If you search the web for fundraising calendars, you’ll likely find results that look like a regular calendar you might hang up in your kitchen. These are not annual fundraising calendars and have limited use for nonprofits.

Rather, your fundraising calendar should take the form of a spreadsheet to be more useful to your team. Here’s an example and breakdown of the core elements of an annual fundraising calendar:

Month. Annual fundraising calendars are usually broken down by month to avoid making them too unwieldy. If there are specific activities that need to happen on specific dates, such as hitting a grant submission deadline, add a note to your calendar.
Activities. What activities are taking place this month? Usually, these are overall activities for the month, such as “plan Giving Tuesday campaign” or “start contacting potential annual gala sponsors.”
Costs. To the best of your ability, estimate how much each activity is expected to cost. This includes software purchases, vendor costs, and staff time. If you haven’t already prepared it, consider crafting your nonprofit’s annual budget in tandem with your fundraising calendar. This helps you keep track of where your money is going and ensure you have enough funds allocated for the entire year.
Staff. Determine who at your nonprofit will be responsible for what activities. This can be names of specific individuals or groups, such as your marketing team, major gift officers, or volunteers. Additionally, estimate approximately how much time you expect staff to spend on any one activity.
Expected income. Ultimately, your fundraising calendar is about earning money for your nonprofit. As such, for applicable activities, do your best to estimate how much they are expected to earn. This is especially necessary if your nonprofit’s annual goal is related to hitting a specific fundraising target.
Notes. If there are any extra reminders you want on record about a planned activity, add them to your notes section. This might include a reminder about the staff member going on maternity leave or a note emphasizing a strict deadline for a certain task.

To keep your nonprofit on track for the entire year, consider adding an optional “Goals” section to the top of your fundraising calendar. This should be a statement of what you hope to accomplish during the year that you can always refer back to at a glance each time you look at your calendar.

Annual Fundraising Calendars: Wrap Up

With a well-thought-out plan, any nonprofit can start its fundraising year off right. Annual fundraising calendars can help your organization do just that by creating timelines, allocating resources, and helping to focus your goals. To get started with your annual fundraising calendar, use our template or create your own. Then, meet with your team and start planning.

For more fundraising and organizational resources, explore these guides:

Conduct a Fundraising Feasibility Study: 7 Steps to Success. Capital campaigns are major fundraisers, and to prepare, your nonprofit needs to conduct a feasibility study. Learn how these studies work in this guide.
Donor Stewardship: How to Retain Support Effectively. Donor stewardship is an ongoing activity. Learn how to retain your supporters for years to come with these tips.
Get on the Path to Earning Grants: 10 Grant Research Tools. Grants have hard deadlines and take substantial time to prepare. Start planning your annual grant priorities with the help of these recommended research tools.

Explore this ultimate guide to learn how to find the best eCard websites.

10+ Best eCard Websites for Nonprofits to Raise More

April 2, 2024/in Fundraising Ideas, Learning Center /by Adam Weinger

Whether someone is celebrating a birthday or needs a pick-me-up, greeting cards show you care. As technology advances, we can bring this joy into the digital space via eCard websites.

Nonprofits, in particular, can sell branded charity eCards to raise money, encourage supporters to send personalized cards to spread awareness, or send greeting cards directly to supporters to show appreciation.

However, you shouldn’t just pick any eCard software. Your organization needs special features like the ability to embed eCards into your website or bulk discounts to stay within your budget.

To narrow down your options, this guide will help your team make smart buying decisions when selecting an eCard website. We’ll cover the following:

What eCard Websites Are and How They Work
Why You Should Leverage eCard Sites
How To Choose The Right eCard Website
The Best eCard Website: eCardWidget
Other Top eCard Software for Organizations

If you’re ready to take advantage of all the great benefits eCards offer, let’s get started on our journey. Alternatively, go ahead and launch your efforts forward with our favorite platform!

What eCard Websites Are and How They Work

Before getting too deep into your search, learn the fundamentals of these platforms. Simply put, eCard websites are online platforms that enable users to design and send electronic greeting cards. These websites typically offer pre-designed templates, graphics, and customization options, allowing users to personalize digital cards for different occasions.

For nonprofits, you can sell cards to raise money or send them to supporters during key times to let them know you’re thinking about them.

When leveraging eCard software, here’s how the process typically looks:

Select a website: Choose a site that suits your needs based on features and pricing. We’ll explore specific features to keep an eye out for later. For now, consider features like easy design tools and fundraising capabilities.
Design your eCards: To get a jump start on your project, browse through the platform’s eCard templates. These are typically organized into occasions like birthdays, holidays, and appreciation. Alternatively, design from scratch to make the design completely your own.
Customize the eCard: Personalize each eCard with your own text, images, animations, or videos. You can also adjust other visual elements like fonts and colors to match your branding.
Add the eCards to your website or online store: Think through whether you’ll give greeting cards in exchange for donations. If so, Fundraising Letters’ charity eCards guide explains that depending on your platform, you have a few ways to sell them. Use them as integrated donation forms, offer them on your donation confirmation page, or add them to your online store. From here, your supporters can buy your eCards.

That’s the gist of how these platforms work. Now, let’s take a closer look at the nonprofit-specific benefits of these websites.

Why You Should Leverage eCard Sites

For one, eCard websites provide a convenient, eco-friendly alternative to traditional paper greeting cards. Not to mention, they offer more design options, customization features, and delivery tracking options than direct mail.

Beyond convenience and creative control, online greeting cards have so many great uses for nonprofits. Here’s a quick overview of how you can leverage eCard sites to amplify your work:

Fundraise in a unique way by selling eCards or offering them in exchange for donations.
Celebrate holidays and show supporters you’re thinking of them on important occasions.
Thank donors and volunteers for their generosity.
Announce upcoming events and initiatives to increase participation.
Boost peer referrals to spread the word about your cause.

In short, the best eCard websites make it easy for organizations to fundraise, expand brand awareness, or express appreciation for volunteers and donors through digital cards. Think carefully through your approach, and you’ll make up whatever you invest in your platform in the form of fundraising dollars or supporter engagement.

How To Choose The Right eCard Website

Before spending your hard-earned fundraising dollars on a website, make sure you know what you’re looking for. Your chosen platform should equip you with everything you need to design branded eCards that stimulate brand awareness and push your fundraising forward.

Let’s dive into some of the key features nonprofit leaders should prioritize.

User-Friendly Design Tools

Chances are, you’re not a nonprofit graphic design pro. With the right nonprofit eCard software, you don’t have to be!

Consider each eCard site’s ease of use and design capabilities when narrowing down your options. Here are some key features that indicate whether a site’s design tools will be intuitive:

Templates to kickstart the design process
The ability to incorporate custom branding by uploading your own graphics
Plenty of colors and fonts to make your design your own
Drag-and-drop functionality to simplify the design process
A library filled with photos and graphics

Each eCard’s design is imperative, so ensure your nonprofit will have no problem creating ones that capture your brand and its cause.

Integrated Fundraising Capabilities

As a nonprofit leader, you’re constantly thinking about how to raise money to support your work. As we touched on, charity eCards are a fantastic way to do that, so make sure the eCard website you choose has integrated fundraising abilities.

In other words, you should be able to offer online greeting cards in exchange for donations. For this approach, we recommended looking for eCard software that enables you to set suggested giving amounts. Alternatively, you might be able to add them as fundraising products in an online store.

You may even be able to tap into advanced features like tribute donations, where supporters can donate on behalf of a loved one and send an eCard letting them know.

Multi-Language Support

Especially if your work spans multiple countries, you should choose a platform that allows you to change the translation of your eCards.

That way, everyone can enjoy your eCards, no matter where they’re located in the world!

Reporting and Insights

Ensure you can track sender and recipient email addresses to know who’s sending and receiving eCards. This is a fantastic way to measure supporter engagement and build a pipeline of likely supporters.

Senders may also be able to enable read receipts. That way, there’s no question as to whether the recipient opened their eCard.

Fair Pricing and Subscription Models

Nonprofits must be thoughtful about how they spend their money. As with any software you purchase, choose an eCard website within your budget.

These types of sites typically follow one of two pricing models:

Pay for a set number of eCards either all at once for a specific time span or individually.
Purchase unlimited eCards for a certain time span, which is more economical if you want to send several to power fundraising and donor relationships.

Choose the model that’s right for your organization based on how many eCards you’ll send.

The Best eCard Website: eCardWidget

Without further ado, we present our favorite eCard platform: eCardWidget. This highly versatile platform makes it incredibly easy to boost audience engagement, build brand loyalty, and add an interactive element to your online presence.

Designed for organizational use, eCardWidget comes equipped with all the features you need to fundraise, spread the word about projects, or let donors know you’re thinking about them on important occasions.

Once you’ve perfected your designs with the user-friendly designer, organize your eCards into campaigns like donation eCards for Valentine’s Day or volunteer thank-you eCards. Then, easily embed the widget into your website or fundraising store. From here, your team can send custom greeting cards to supporters or enable supporters to send them to loved ones. Either way, you’ll have plenty of sending options, including email, social media, and text messages.

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Standout Features of This eCard Site

When you get started with eCardWidget, you’ll gain access to plenty of useful features, including:

Fundraising capabilities: With eCardWidget, you can turn eCards into a regular part of your fundraising. Sell eCards in your fundraising store or embed the widget into your donation confirmation page to provide an instant give-back with every gift. You can create suggested giving amounts and even enable tribute donations, making a donation to your organization the perfect gift for birthdays and holidays!
User-friendly design tools: Gain complete design control with plenty of customization options. Choose from dozens of templates to get started. Then, use the drag-and-drop tools to incorporate different fonts, colors, and your own images.
eCard statistics: Get powerful insights into who’s sending and receiving emails with reporting. Get copied on all eCards sent through the widget. This feature is great for kickstarting relationships or seeing which supporters are most engaged.

Why We Love This eCard Site

Designing and selling eCards has never been easier. They’ve really thought of everything with this eCard website! Between easy implementation and mobile responsiveness, you’ll have whatever you need to design interactive greeting cards that spark joy and bolster brand awareness.

eCardWidget Pricing: Get started with a free plan, which offers up to 4 eCards and 15 emails per month. All the paid plans offer unlimited eCards and start at just $30 per month.

Other Top eCard Software for Organizations

While eCardWidget checks off all our boxes, there are some other great platforms out there. To give you a sense of your options, here are 10 other top eCard sites that work for nonprofits.

eCard Website 2) Smilebox

If your nonprofit sells fundraising products, this eCard website might be the solution for you.

Smilebox enables users to create animated eCards when they purchase a gift from your online store. At checkout, they’ll be asked if their purchase is a gift. If they select “yes,” they’ll be prompted to create a personalized card to send alongside it. They can also schedule a time to send it, correlating it with the gift’s estimated delivery date.

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Why We Like This eCard Software

Gift recipients can track their package, making it the perfect retargeting strategy for your organization’s marketing efforts.

Sitebox’s Pricing: Request a demo to receive pricing information for this platform.

eCard Website 3) Open Me

Looking for a collaborative approach to eCards? Try out Open Me. This eCard site allows you to send thoughtful digital greeting cards via Facebook and email. You can send them directly to supporters, but our favorite feature is the ability to create group eCards.

With this feature, choose an eCard, sign it with a personal note, and share it with anyone else before it’s sent to the recipient. You’ll be able to select the send date, click the ‘Invite to Sign’ button, and select your delivery method. Thanks to this unique feature, this eCard site is perfect for sending eCards from your team to beneficiaries, supporters, and stakeholders.

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Why We Like This eCard Software

This eCard website features eCards designed by artists around the globe, giving you a hand-curated boutique of different styles. When you explore the site, you’ll notice that each eCard includes the artist’s name, so you can find ones whose styles speak to you.

Open Me’s Pricing: Send unlimited eCards for free via Facebook or email by signing up.

eCard Website 4) Evite

Known for virtual event invitations, Evite now offers eCard templates you can customize with text, images, and other visual elements. Whether you want to get ahead of things or a special occasion sneaks up on you, you can use scheduled sending or instant sharing.

Great for spreading event awareness or sending just-because eCards, Evite makes it easy to design custom cards or choose from its premade selection of cards. Customize each design by adding a message or attaching a photo or video.

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Why We Like This eCard Software

Your thoughtful words are what will stand out to supporters you send these eCards to. Evite makes it easy to add a message to the front of the card or flip it over to write a longer message on the other side. If you’re at a loss for words, check out the suggested message options that’ll help craft the perfect message. Plus, you can choose from different fonts and adjust the text size to make your eCard look exactly how you want it to.

Evite’s Pricing: Either choose the free version, which includes ads on eCards, or upgrade to a paid account, starting at $15.99 for up to 15 cards. Paid accounts are priced based on how many recipients will receive your cards.

eCard Website 5) Hallmark eCards

We couldn’t leave the company that revolutionized the greeting card business off this list. Since 1910, Hallmark has empowered people to convey their emotions through thoughtful cards. Over a century later, they’re bringing that tradition into the virtual space with its video eCards.

Upload your photos and videos to create a memorable, one-of-a-kind video greeting card. Then, instantly share it via text or email. You also have the option to send a real card, which they can scan with their phone to play your video. How innovative!

With tons of designs to personalize, you can create eCards to send to supporters for any occasion, whether you’re looking for a silly card, a serious design, or something in between.

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Why We Like This eCard Software

Hallmark is ideal for nonprofits that want to send highly personalized eCards, making this platform a great source for volunteer or donor appreciation gifts. As explained in re:Charity’s donor appreciation gift guide, greeting cards can be personalized with custom messages, perfect for highlighting an individual supporter’s impact.

Hallmark’s Pricing: Purchase video eCards individually. Most video eCards cost $4.99 and $5.99 depending on whether you purchase a physical card too.

eCard Website 6) Paperless Post

Similar to Evite, Paperless Post is known for its invitation services, but it also offers a selection of greeting cards, too. Featuring world-class brands like Rifle Paper Co. and Kate Spade, Paperless Post has a range of beautifully-designed eCard templates for events and special occasions.

Browse the selection to find your favorite designs. Then, make each eCard your own by customizing everything from the text and images to the virtual envelope lining and stamps. Your supporters will appreciate the extra effort you put into customizing your cards!

The user-friendly interface enables you to easily choose from various themes, styles, and layouts to match your nonprofit’s aesthetics — whether you’re sending event invites or holiday greetings. You can even add animated elements to make your eCards more engaging and memorable. Then, send your eCards to recipients via email, text, or shareable link.

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Why We Like This eCard Software

Keep an eye on delivery statuses and gather RSVPs for events thanks to Paperless Post’s tracking and RSVP management features. That way, you’ll know whether your eCards are being delivered and can accurately gauge attendance for nonprofit events.

Paperless Post’s Pricing: Most cards are free for up to 50 emails. To send more than that, you’ll pay a flat fee of $20 for up to 15,000 recipients. Purchase eCards with credits called Coins, starting at $0.12 per coin each depending on how many you buy. Each eCard displays a “starting at” number of coins, which indicates the starting pricing. The final price includes any additional Premium elements you opt to include, like the envelope, liner, stamp, or backdrop.

eCard Website 7) Adobe Creative Cloud Express

For a do-it-yourself approach to your charity eCards, check out Adobe Creative Cloud Express. Design custom eCards that feature your organizations branding — even on the go thanks to the mobile app.

If you’re limited on graphic design experience, select from a wide array of online templates to get started. Then, handpick graphics from their libraries or upload your own photos, icons, and graphics. The platform supports high-resolution graphics and offers precise control over your details, so you can create impactful charity eCards.

Once you’ve perfected your design, hit the download button to save your project and instantly share your eCard across virtual platforms.

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Why We Like This eCard Software

You gain complete creative freedom with Adobe’s extensive customization options. Because of its flexible design tools, you can personalize every aspect of your eCards including colors, typography, illustrations, and animations.

Adobe’s Pricing: Adobe is a great free option, but paid premium plans unlock features like the option to auto-apply your nonprofit’s logo, fonts, and colors. Note that verified nonprofits can receive Adobe Express Premium for free as part of the company’s commitment to CSR.

eCard Website 8) Canva

Canva is a well-known graphic design platform that offers a wide range of features, making it well-suited for designing eCards. Its popularity stems from how quickly users can create designs, which applies to designing eCards too.

With this design site, you gain access to a library of more than 420,000 templates, 75 million images, 3.5 million graphic elements, and 3,000 fonts. With countless customizability options, you can create designs perfect for celebrating any occasion with supporters or inviting people to your events.

Note that Canva doesn’t offer an eCard-sending service. Instead, you’ll need to share your eCards directly from the platform or download your designs to use across other channels. Alternatively, go the snail mail route by designing physical cards.

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Why We Like This eCard Software

If you want to take a collaborative approach to your eCards, Canva is a solid choice. This eCard website enables collaboration among team members, allowing multiple users to pitch in on the design process.

Canva’s Pricing: Canva’s premium design tools are free for verified nonprofits.

eCard Website 9) Jacquie Lawson

If you love the idea of art-inspired eCards, Jacquie Lawson may be the eCard website for you!

Whether you want watercolor creations or colorful celebratory designs, you’ll have plenty of options. Purchase a membership, then send as many eCards as you want for the duration of your membership.

You’ll also get everything you need from a professionally-run eCard site: an address book, birthday reminders, and a helpline on top of the unique, artfully-drawn designs.

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Why We Like This eCard Software

Break out of the traditional eCard realm with Jacquie Lawson. This eCard website offers beautiful, artful designs you can’t get anywhere else. These visually-compelling cards are ideal for propelling your nonprofit’s relationships forward, especially if the unique look correlates with your brand.

Jacquie Lawson’s Pricing: Become a member for the equivalent of four traditional paper cards per year. Monthly plans are $9, annual plans are $30, and 2-year plans are $45.

eCard Website 10) Acme Ecards

Put plenty of thought into your eCard strategy with Acme Ecards. Formerly known as Ecard Mint, this eCard website works to reimagine your nonprofit marketing ideas with bespoke cards designed to grow your brand

Communicate your strategy and digital marketing goals to their team. Then, let them curate your eCard collection by designing animated eCards based on supporter data and history. They’ll handle your email campaigns for you, making every email feel personal to recipients.

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Why We Like This eCard Software

For cards fully tailored to your recipients, Acme Ecards is a reliable solution. Humanize your email marketing by letting them take charge of your card designs. They’ll pull from their wide range of pre-designed greeting cards which can be rebranded and worked into any campaign. In no time, you’ll have on-brand bespoke eCards that make your outreach stand out in supporters’ inboxes.

Acme Ecards’ Pricing: Acme’s pricing starts at $90 for first-time customers. Pricing tiers increase primarily based on the number of individuals on your contact list. This site offers discounts for nonprofits, so contact their sales team to learn more.

eCard Website 11) Postable

Postable offers a different take on eCards. While the experience is virtual on your end, recipients will receive a physical card in the mail. Browse their massive collection or create your own unique designs. That means you can fully infuse your nonprofit’s brand. Then, they’ll handwrite the address and eCard’s note for you. They even help curate your online address book, making sending your cards incredibly easy.

If you’re worried about eco-friendliness, it might ease your concerns to know that their cards and envelopes are 100% recycled.

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Why We Like This eCard Software

Make your greeting cards even more personal by maintaining the traditional feel of direct mail. The design is fully your own, and you can even choose the handwritten font that each note and address uses.

Postable’s Pricing: An account is totally free. The cards vary in pricing depending on how many you send. Generally, 1-19 cards cost $3.99 each plus stamp fees, while 20 or more cards cost $3.29 plus stamp fees. This eCard site also offers discounted volume pricing, making it great for organizations.

Final Thoughts on eCard Websites

When it comes to fundraising and supercharging supporter relations, nothing quite matches up to eCards. Personalized and visually appealing eCards can strengthen your nonprofit communication and engagement in a snap — but only if you use the right eCard platform!

The right website can make eCards a viable fundraising and marketing avenue for your cause. Keep the key features we mentioned in mind, and you’ll be set to choose the site that best fits your organization’s needs.

While you make your decision, check out some of these helpful resources we hand-curated for you to continue learning:

Charity eCards: How to Create Cards That Make A Difference. Dive into the world of nonprofit eCards. In this guide from eCardWidget, you’ll learn more about what charity eCards are, how to create powerful designs, and how to leverage your newly-purchased eCard software.
20 Volunteer Appreciation Ideas To Foster Relationships. Nonprofit eCards are a wonderful way to say thanks to your generous volunteers. Explore this idea and several others in this guide from the graphic design experts at Kwala.
How to Ask for Donations From Individuals, Companies & More. Gain creative ideas for effectively requesting donations. From eCards to product fundraising, you’ll leave with everything you need to know to raise money.

The title of the article next to an illustration of a woman leaning on a desk with graphs surrounding her

5 Political Campaign Lessons That Nonprofits Can Learn From

March 15, 2024/in Donor communications, Fundraising Ideas, Marketing Strategies, Learning Center /by Adam Weinger

In major election years, political campaigns are at the top of everyone’s minds. Your organization’s supporters receive political advertisements and donation appeals alongside those from your nonprofit, and donors may even wonder where your organization stands on key election issues.

While 501(c)(3) nonprofits are prohibited from participating in or supporting specific political campaigns, that doesn’t mean you should ignore them. Not only can election results impact your organization’s work in the future, but there are also plenty of lessons you can learn from political campaign strategies to improve your own fundraising and marketing campaigns.

We’ll cover five concepts that political campaign staff understand well and explore how you can apply them to your nonprofit’s strategies.

1. Time is of the Essence

Since every political campaign runs on a hard deadline, they understand the importance of urgency in every facet of their operations. Political campaign staff plot out detailed field plans, campaign timelines, and editorial calendars to ensure that every action contributes to the ultimate goal of winning the election. They hit the ground running, leveraging volunteers to speak with hundreds of voters at a time about supporting their candidate.

You can approach your fundraising campaigns with the same mindset to increase their momentum and drive results. Try infusing more urgency into your nonprofit’s campaigns by:

Writing urgent calls to action. The calls to action (CTAs) that you include in fundraising appeals, social media posts, and emails should convey the importance of your nonprofit’s work and empower supporters to act now. For instance, the CTA “Donate to save a turtle today!” inspires more urgency than “Donate here.”
Hosting a phonathon. Political campaigns use phone and text banking to connect with many voters in short time spans. Your nonprofit can do the same by hosting a phonathon in which volunteers call and connect with numerous donors in one day using a standardized script.
Leveraging automation to connect with donors immediately. Marketing automation tools can help you increase the speed at which you reach out to supporters and drive more action. By automatically sending emails or texts immediately after a donor gives, for example, you can quickly strengthen that relationship and inspire further involvement.

Additionally, make sure to frequently update donors on the progress of your campaigns, projects, and programs to show them that your nonprofit is working urgently to put their donations to good use.

2. Public Opinion is Paramount

Political campaign strategists spend plenty of time and resources researching the opinions of voters and crafting messages that will resonate with them. They understand that voters get a candidate elected, just like a nonprofit’s donors enable it to further its mission, and they prioritize voter opinion effectively.

Donors’ opinions, priorities, and concerns should play a central role in your nonprofit’s strategy development, guiding how you approach marketing and fundraising campaigns.

To better understand and speak to your audience’s motivations, send out periodic surveys to ask for their feedback directly. Ask questions like:

Why do you donate to our nonprofit?
What do you consider to be the most important aspects of our cause?
What other causes are you interested in?
What kinds of programs do you want to see from us in the future?
If you could change one thing about our organization, what would it be?

Along with asking your donors directly, take into account research on the opinions of the general public. For example, 77% of consumers want to purchase from companies with corporate social responsibility (CSR) initiatives like matching gift programs. With this in mind, your nonprofit might prioritize your matching gift fundraising campaigns to appeal to the public’s interest in CSR.

3. Volunteers are Drivers of Change

Similar to nonprofits, most political campaigns don’t have large teams and therefore have to rely on volunteers for major efforts like canvassing and phone banking.

Because these efforts are so critical to the success of political campaigns, campaign staff understand and value their volunteers’ power to enact change. Some campaigns even use distributed organizing tactics, giving leadership positions to select volunteers and empowering them to lead their own volunteer teams on behalf of the campaign.

Your nonprofit can take inspiration from these tactics by improving your volunteer program and empowering volunteers to act. Use the following strategies to do so:

Emphasize skill development. No matter what kind of volunteer opportunities you offer, they involve certain skills that volunteers get to develop when they participate. Highlight the opportunity to improve soft skills like leadership and communication along with relevant hard skills like gardening or teaching.
Host peer-to-peer fundraising campaigns. Let volunteers take the lead on fundraising by hosting a peer-to-peer campaign in which they raise money on behalf of your nonprofit. These campaigns give volunteers a chance to develop their fundraising skills and deepen their relationship with your nonprofit.
Show appreciation to volunteers often. Volunteers are more likely to stay involved with your organization when they feel like their participation is appreciated and makes a genuine difference to your mission. Appreciate volunteers by sending thank-you emails, giving them small gifts, and regularly asking for their feedback.

With a more empowered, involved volunteer force at your disposal, your nonprofit can start taking advantage of corporate volunteering programs, too. Invite volunteers to tap into their employers’ volunteer grant initiatives to make an even greater impact on your cause.

4. Digital Channels Make a Difference

Your nonprofit likely already uses a variety of digital communication channels to connect with donors and spread greater awareness of your nonprofit’s work. But are you leveraging these channels to their full extent?

For political campaigns, digital marketing and outreach is a top priority. They use digital tools like text banking software, canvassing apps, and social media outreach tools to get their message in front of voters across as many channels as possible. They also use a mix of paid and non-paid advertising methods to reach new online audiences.

Think about the digital channels your organization hasn’t yet explored and how they could give your fundraising campaigns a boost. You might try tapping into video marketing, for instance. Or, you could leverage free programs like the Google Ad Grant to try out search advertising. Take stock of the resources you have at your disposal, then choose a few new digital avenues to tap into.

5. Mobilization Requires Multiple Touchpoints

Political campaigns don’t stick to one canvassing or volunteer recruitment method — they use a combination of phone banking, door-to-door canvassing, text messages, social media advertising, email, and more. Campaign staff understand that one message or conversation isn’t enough to mobilize voters and volunteers.

The same is true for nonprofits. To truly inspire action from your supporters, you need a multi-channel fundraising strategy that provides plenty of touchpoints with current and prospective donors. This may include channels like email, text, social media, direct mail, your website, and more.

For the best results, segment your audience based on factors like their donation histories, past involvement, and communication preferences. Then, tailor your outreach and fundraising appeals to the interests of each group to make every touchpoint more meaningful.

Applying These Lessons to Matching Gift Fundraising

Political campaigns and nonprofits may seem different on the surface, but both aim to enact change by touching the hearts and minds of their supporters. This is especially true when it comes to matching gifts — by mobilizing your donors to request matching gifts from their employers, you’ll inspire them to double their impact on the causes they care about.

To apply these political campaign lessons to your matching gift fundraising strategy, try taking the following steps:

Use a matching gift automation tool to immediately follow up with match-eligible donors and instill urgency in your appeals.
Solicit feedback from donors who have requested matching gifts before and use their opinions to guide your matching gift fundraising strategy.
Promote matching gifts across all your online channels to create multiple digital touchpoints with match-eligible donors.

By incorporating these lessons into your organization’s next matching gift fundraising campaign, you can find new ways to engage supporters and mobilize them to act.

The title of the article next to an illustration of a woman on her laptop surrounded by books and a jar of coins to represent university fundraising.

A Guide to Navigating University Fundraising with Confidence

February 26, 2024/in Fundraising Ideas, Learning Center /by Adam Weinger

Fundraising is the backbone upon which universities are built, helping to expand educational offerings, enhance campus infrastructure, and prepare the next generation of changemakers.

University fundraising, however, is not merely about securing financial contributions; it is a delicate and multifaceted dance of identifying your need for support, articulating the profound impact of your institution, and cultivating long-term relationships with donors.

With philanthropic giving to higher education increasing by 12.5% in 2022, donors are becoming increasingly more inclined to contribute to colleges and universities. Equipped with the most up-to-date information about university fundraising, you’ll be set to engage donors and garner their support.

In this guide, we’ll cover everything you need to know about university fundraising, including:

Emerging University Fundraising Trends
The Most Popular University Fundraising Ideas
3 Tips for Hosting a University Fundraising Campaign

Whether you’re a seasoned professional looking to refine your approach or a newcomer seeking a strong foundation of knowledge, these insights will help you build a sustainable fundraising program that stands the test of time.

Emerging University Fundraising Trends

Higher ed fundraisers have to stay up-to-date with evolving donor expectations, technology advancements, and shifting societal priorities to remain competitive and relevant in a dynamic philanthropic landscape.

Here are three university fundraising trends to be aware of:

Digital fundraising: With the increasing prevalence of online communication and giving platforms, universities are leveraging digital channels to engage donors and raise funds. This includes the use of crowdfunding campaigns, virtual fundraising events, and social media outreach to reach a broader and more diverse donor base. Digital fundraising also allows for data-driven strategies to maximize donor engagement and contributions.
Impact philanthropy: Donors increasingly seek transparency and accountability in how their contributions are used. Universities are responding by emphasizing the impact of philanthropic gifts and providing clear metrics on how donations are making a difference in areas such as scholarships, research, and community outreach. This trend encourages donors to align their contributions with specific initiatives that resonate with their values.
Ethical fundraising practices: Universities are embracing sustainable and ethical fundraising practices that prioritize long-term relationships with donors and the well-being of the institution. This includes a focus on ethical stewardship of donor relationships, a commitment to diversity and inclusion in fundraising efforts, and adherence to best practices in data privacy and security to build trust with donors.

Universities that adapt to these trends can position themselves for success in engaging donors and securing the resources needed to advance their missions.

The Most Popular University Fundraising Ideas

As you review the following fundraising ideas, consider how you can adapt them to align with your specific needs and alumni base.

Annual Giving Drive

The primary goal of an annual giving drive is to generate unrestricted funds that can be used to support the institution’s immediate and ongoing operational needs, such as scholarships, faculty support, program development, and infrastructure maintenance.

Some institutions may choose to run their annual giving drives on a fiscal year schedule rather than a calendar year schedule. Regardless, structure your campaign around this timeline:

Pre-campaign planning (11-12 months before the deadline): Form a campaign committee or team responsible for planning and execution. Work together to determine how much money you need to raise, what the funds will be used for, and how the contributions align with your institution’s overall mission.
Campaign preparation (9-10 months before the deadline): Develop a compelling case for support and prepare a launch plan that includes a coordinated announcement across channels.
Active campaign period: Reach out to potential donors through personalized and targeted communication efforts, whether that be through direct appeals, phone calls, or email campaigns. As the campaign nears its end, leverage urgency in your calls to action to ensure your goal is met.
Campaign evaluation (1-2 months after the deadline): Review donor data and assess the effectiveness of your segmentation and communication strategies. Share the impact of the campaign and how donations have been used.

It’s important to note that you may need to adjust the specific timeline for your annual giving drive based on your institution’s unique circumstances and objectives.

Matching Gift Programs

Matching gifts are a philanthropic practice in which employers, often corporations, financially match their employees’ charitable contributions to nonprofits and universities. When a university fundraiser secures a donation from a donor whose employer offers a matching gift program, the impact on university fundraising can be substantial. It essentially doubles the donor’s initial contribution, significantly increasing the total funds raised for the institution.

This matching process not only boosts the university’s financial resources but also encourages donors to give more generously, as they recognize the added impact of their contributions.

To encourage donors to leverage matching gifts, take these steps:

Raise awareness. 78% of donors are unaware if their company offers a matching gift program, so it’s important to raise awareness of these giving opportunities. Include information about matching gift programs in your fundraising communications and on your university’s website. Ensure that donors are aware of the existence and benefits of these programs, and provide clear instructions on how to participate.
Engage corporate partners. Build relationships with local and national corporations to encourage them to establish or expand their matching gift programs. Collaborate with corporate partners to promote the program to their employees and alumni, facilitating a seamless matching gift process.
Simplify the process. Make it easy for donors to submit matching gift requests with 360MatchPro. The platform automatically sends donors the information they need to complete their match and follows up when needed. Plus, it allows universities to track the progress of matching gift submissions in one easy-to-use interface.

Watch the video below to learn how the University of Lynchburg leveraged 360MatchPro to streamline its matching gift process and generate increased revenue:

As you’ll see, 360MatchPro makes it easy to double the impact of your university fundraising efforts. To get started, request a demo!

Request a Demo

Crowdfunding Campaigns

For university fundraisers, crowdfunding can be a lucrative venture because it harnesses the power of the collective, tapping into a broad network of donors who are passionate about the university’s mission and projects, potentially resulting in substantial financial support from a diverse group of contributors. Even students can get involved, with nearly 8% of current students contributing to crowdfunding initiatives.

When you launch a crowdfunding campaign, be sure to:

Set clear and specific goals. Define clear and measurable goals for your crowdfunding campaign, such as the amount of funds you aim to raise, the project or initiative you’re supporting, and the timeline for the campaign. Specificity helps donors understand the purpose and urgency of their contributions.
Engage your university community. Use various communication channels, including social media, email newsletters, and campus events, to raise awareness and encourage involvement. Engage volunteers and ambassadors who can help spread the word and reach a wider audience.
Facilitate student-led fundraising. Consider creating dedicated sections or sub-campaigns on your crowdfunding platform where student groups, clubs, or organizations can create their own fundraising initiatives. Provide guidelines and support to help student groups set up and manage their campaigns effectively.

Use the momentum generated by the crowdfunding campaign to build on the success and cultivate ongoing relationships with donors for future fundraising initiatives.

Grant Writing

Pursue grants from government bodies, private foundations, and corporations to fund research projects, academic programs, and infrastructure development. Leverage these grant-writing tactics to increase your win rate:

Understand the grantmaker’s priorities. Before you begin writing a grant proposal, thoroughly research the grantmaker’s mission, goals, and funding priorities. Tailor your proposal to align with the specific areas of interest or focus outlined by the grantor.
Craft a compelling narrative. Tell a persuasive and engaging story in your grant proposal. Use clear, concise language to convey the significance of your university’s project or program. Highlight the potential impact on students, research, or the community, and provide concrete examples and evidence to support your claims.
Address the grant requirements. Pay close attention to the grant application guidelines and requirements. Ensure that your proposal meets all specified criteria, including format, word count, submission deadlines, and any requested attachments or supporting documents. Failure to adhere to these guidelines can result in your proposal being disqualified.

Grantmakers often want to see that their funding will have a lasting impact. Therefore, you should also outline a clear plan for the sustainability of your project or program beyond the grant period.

Corporate Partnerships

Corporate sponsors provide universities with a stable source of financial support that can enhance academic programs, scholarships, and research initiatives. Plus, the partnership can strengthen the university’s reputation and attract philanthropic contributions from other sources.

Take these steps to establish strong partnerships with businesses:

Research and identify alignment. Research potential corporate sponsors to identify organizations that align with your university’s mission, values, and goals. Seek out companies with a history of supporting educational initiatives or whose corporate giving priorities align with your institution’s programs.
Create customized proposals. Tailor your sponsorship proposals to the specific interests and needs of each potential corporate sponsor. Outline the benefits and opportunities that partnering with your university can offer, such as brand exposure, access to a talented pool of students, research collaboration, or community engagement.

Once you’ve secured a corporate sponsor, maintain a strong and transparent line of communication. Regularly update them on the progress of their sponsorship, including the impact of their support and any milestones achieved. Sharing success stories, data, and reports demonstrating the tangible results of their partnership reinforces their commitment and fosters a sense of ownership and pride in the collaboration.

Endowments

Endowments encompass invested donations that grow over time to provide increased value. Educational institutions can use this university fundraising tactic to fund:

Scholarships: Endowments often support scholarships and financial aid programs, ensuring that deserving students have access to higher education regardless of their financial circumstances. These funds can cover tuition, fees, books, and sometimes even living expenses.
Professorships: Endowments can be designated to attract and retain top-tier faculty members and provide resources for cutting-edge research and academic excellence.
Research programs: Lastly, endowments can fund university research programs. These funds may provide the school with research grants and fellowships, equipment, new research centers, or seed funding for pilot projects.

Creating endowments for your university is beneficial because it provides your institution with a stable source of income. This type of fundraising also attracts major donors, allowing you to build relationships with supporters who have the highest giving capacities.

Planned Giving

Encouraging donors to include your university in their estate planning can lead to long-term, reliable financial support. Identify donors who are nearing retirement or already retired, have a history of significant contributions, and are actively involved—these are prime candidates for planned giving.

Then, appeal to these prospective donors, keeping in mind that:

Timing and context are crucial. Choose the right moment and setting for your discussion. Invite prospective donors to a formal face-to-face meeting or virtual conversation where you can devote ample time to the topic without distractions.
Planned giving is a sensitive topic. Instead of directly asking donors whether or not they want to invest in planned giving, you might inquire about their long-term philanthropic goals, their connection to the university, or their aspirations for leaving a legacy. This approach allows donors to express themselves freely and can naturally lead to discussions about their estate.
The benefits may be unclear. If donors express an interest in planned giving, walk them through the benefits, mentioning the opportunity to leave a lasting legacy on their alma mater and receive significant tax advantages. Additionally, explain their giving options, including bequests, charitable trusts, and gift annuities.

Because planned giving often involves complex financial arrangements, you should consult with legal experts throughout this process to ensure compliance with relevant laws and regulations.

Special Events

Fundraising events can attract significant donations and enhance your networking opportunities. For the best results, host events that are creative and will inspire a large turnout like:

Art auction gala: Host an elegant evening featuring an art auction with pieces donated by alumni, faculty, and local artists. The event combines the appreciation of art with philanthropy, allowing attendees to bid on unique artworks while supporting the university’s initiatives.
Taste of the world festival: Celebrate cultural diversity by organizing a food and cultural festival. Invite local vendors and international student organizations to showcase their cuisine, music, and traditions. Attendees purchase tickets to taste various dishes, with proceeds benefiting international programs or scholarships.
Student talent show: Showcase the talents of students, faculty, and staff in a talent show or variety performance. Sell tickets for entry and use the proceeds to support student scholarships or arts programs.
Campus scavenger hunt: Organize a campus-wide scavenger hunt where participants follow clues and solve puzzles to discover hidden treasures or landmarks. Participants pay an entry fee, with funds raised going towards campus improvements or student initiatives.

Throughout the event planning process, consider how you can engage potential donors who may not be able to attend the event in person. For instance, when hosting a scavenger hunt, you might add an exclusive map to your website or mobile app that allows attendees to participate virtually.

3 Tips for Hosting a University Fundraising Campaign

As you prepare to launch your next university fundraising campaign, keep the following tips in mind to ensure it’s a success.

1. Develop a clear fundraising strategy.

Define your university’s fundraising goals and priorities. Establish a comprehensive plan that outlines the specific projects, initiatives, or areas that require funding.

Be sure to identify your target donors, whether they are alumni, corporations, foundations, or individual philanthropists, and tailor your strategy to appeal to their interests and values.

2. Diversify outreach.

Donors have varying communication preferences and motivations for giving. Using a mix of channels, including social media, email, direct mail, phone calls, and in-person events, caters to these preferences and increases the likelihood of engagement.

In addition to more traditional methods, you may incorporate more unique outreach opportunities like eCards. When you thank your donors or invite them to an event with an eCard, you grab their attention and communicate with them in a more interactive, exciting way.

You may also reach potential supporters through Google Ads. With the Google Ad Grant program, philanthropic arms of higher educational institutions can unlock $10,000 in Google Ad credits for free. This way, your organization can show up at the top of the search results for relevant searches and secure more support.

For the best results, segment your donor list based on factors like giving history, affinity to specific university programs, and communication preferences, and personalize your outreach accordingly.

3. Cultivate strong alumni relationships.

Alumni who feel connected to their alma mater are more likely to contribute. That’s why it’s important to engage with your alumni community on a regular basis, not just when you need their financial support.

Stay in touch through regular newsletters, social media updates, and invitations to alumni events. In addition, recognize their accomplishments and contributions to the university, seek their input on important initiatives, and provide opportunities for alumni to mentor or support current students.

A Final Note About University Fundraising

Remember that the fundraising landscape is not a fixed path but a vast terrain of opportunities waiting to be explored. With each step, you can gain experience, build lasting relationships, and contribute to the enduring legacy of higher education.

For more information on university fundraising, review these additional resources:

Conduct a Fundraising Feasibility Study: 7 Steps to Success. Conduct a fundraising feasibility study to see if your university is ready to launch a major giving campaign.
Donor Stewardship: How to Retain Support Effectively. Take these steps to steward long-lasting relationships with donors.
40+ Matching Gift Companies: Find Your Match Today. Review which companies offer matching gifts. Chances are your alumni works for at least one of the companies on this list.

This article explores top grant research tools.

Get on the Path to Earning Grants: 10 Grant Research Tools

February 23, 2024/in Fundraising Ideas, Lists and Rankings /by Adam Weinger

From recurring donors to annual fundraisers to merchandise sales, the more income streams your nonprofit has, the more financially secure your organization will be. The key source of revenue that can bring in reliable funding year after year is grants.

Grant funding amounts and requirements vary wildly as every grantmaking organization has their own unique application process. While there are skills and knowledge, like grant writing, that carry over from application to application, your nonprofit will need to learn the specific requirements of each organization you apply to.

This is where grant research tools come in. Along with helping you find grants, these tools provide insight into the application process, potential funding amounts, and contact information for the grantmaker.

To help your nonprofit build relationships with funders and earn your next grant, we’ll explore our top recommended grant research tools.

Grant Research Tools FAQ

What are grant research tools?

For the most part, grant research tools are searchable databases of available grants. Given that most grant databases have several thousand grants listed at a minimum, these databases have an extensive array of filters for users to narrow their search to grants applicable to their purposes.

Different grant databases often overlap in content. After all, if one grant database provider is aware of a foundation’s new grant opportunities, chances are many other providers are as well. However, one way to sort grant databases by content is to split them into three categories:

Government grant databases. Many grant databases include both government and foundation grants. However, databases run by government entities usually only have information on government-offered grants.

Foundation grant databases. Most third-party grant databases focus on grants provided by foundations. Many foundations lack an online presence or may rely entirely on trusted grant databases to promote their grant opportunities. Since these types of foundation grants are much more difficult to find and apply for than government grants, most independent grant databases focus on promoting opportunities from foundations.

Research grant databases. Academics use specialized grant databases that focus on research grants and fellowships. These databases usually require a fee to access or can be accessed through a university. For the most part, these databases are irrelevant to nonprofits.

Note that specialty grants may not be listed in these databases. For example, the Google Ad Grant is a unique type of grant that rewards recipients with ad credits rather than dollars. For the Google Ad Grant and other highly specialized types of grants, it’s best to explore their websites directly rather than using a database for information.

Why do grant research tools matter?

Nonprofits can search for individual foundations and open grants they are aware of without needing any specific tool. However, grant research databases compile all the information your nonprofit needs to apply for grants in one place, allowing you to:

Discover grants. Approximately 90% of grantmaking foundations do not have websites, meaning nonprofits need third-party tools to learn they exist in the first place. Grant research tools can help you refine your search and uncover foundations you may not have known about but are a good fit for your nonprofit.

Evaluate your nonprofit’s fit. There are thousands of foundations across the United States alone, and deciding which grants to apply for is essential for maximizing your potential funding. Use grant research tools to identify which foundations are the most likely to approve your grant application so you can focus your time and resources.

Get grantmakers’ contact information. Cultivating relationships with grantmakers is a major part of securing grant revenue long-term. Many foundations prefer nonprofits, especially if they do not have a previous relationship with their organization, reach out to introduce themselves before submitting a grant application. Grant research tools can provide you with the email address or phone number of grantmaking organizations’ point of contact so you can connect and formally introduce your nonprofit.

Some grant research tools have even more features that help streamline the grant application process. For instance, some tools are just databases for finding grant information, while others provide grant management tools that allow you to track specific grant deadlines, organize applications, and manage your awards.

What should my nonprofit look for in a grant research tool?

Grant research tools vary in the features they provide, the depth of information for grants in their database, and the costs of accessing their services. Before conducting grant research, consider what types of grants you intend to apply for and what tools you’ll need to complete your applications.

For instance, if you intend to apply for many grants, it may be worthwhile to invest in a paid but comprehensive grant management tool. In contrast, if you just need basic information about a few grants and would like to avoid extra fees, there are free resources your nonprofit can rely on.

With that, let’s explore our top grant research tools and what types of nonprofits can benefit from each option.

What about matching gift grants?

Corporate giving programs like matching gift grants and volunteer grants are additional funding that your nonprofit can earn from corporate sponsors. While these types of contributions could be considered grants, nonprofits don’t use traditional grant research tools to find them. Instead, you need a matching gift database.

Matching gift databases contain information about a wide range of companies’ matching gift grant programs. Your nonprofit can use this tool to look up specific businesses that employ many of your supporters. You can also provide supporters with access to the database via a matching gift search tool you embed in your website. This way, supporters can look up their own eligibility and apply for a matching grant themselves.

1. Candid

Overview

Formerly known as GuideStar, Candid’s Foundation Directory is one of the most comprehensive grant databases available. Candid’s team uses over 35 distinct information sources, including IRS returns, grantmaker websites, annual reports, philanthropic news, and connections with individual grantmakers, to keep their directory up-to-date on the latest grants.

Candid’s Foundation Directory is primarily meant for registered 501(c)(3) organizations and unregistered nonprofits with fiscal sponsors. These groups can use the directory to search for grants based on:

Subject
Location
Grantmaker type
Type of support
Trustee names

The Foundation Directory is ultimately a search tool for nonprofits interested in finding grants relevant to their cause. Candid’s data visualization tools also allow nonprofits to view giving trends and assess whether a specific grantmaker is likely to fund their organization.

Costs

Candid has Enterprise, Professional, and Essential plans available. Foundations, academic institutions, and large organizations are encouraged to explore custom-priced Enterprise plans, but other nonprofits can jump right into Candid via the Professional plan ($133.25 per month) or the Essential plan ($37.42 per month).

2. Grants.gov

Overview

Grants.gov is the United States government’s main resource for organizations seeking federal grant funding. Grants.gov is specifically for United States-based organizations, including nonprofits, educational institutions, Native American organizations, city governments, and small businesses. There are even a few grants individuals can apply to.

The main draw to Grants.gov, of course, is the ability to discover government-backed grants. Organizations looking to apply for a government grant should use this database like they would other grant research tools and narrow their search to the most relevant opportunities. Once you discover a grant that fits your organization, you can hit the red “Apply” button in the top right corner of each grant’s information page to begin your application.

Along with the searchable database, Grants.gov also has a wealth of information on grants in general, including basics on grant terminology, eligibility requirements, fraud, and even career development in the grant space.

Costs

Organizations can sign up with Grants.gov for free. However, there are multiple steps to take before completing their registration. Specifically, nonprofits must register their organization at SAM.gov, the United States registry for organizations that do business with the federal government. Registering for SAM.gov is also free.

Signing up with SAM.gov takes an average of 7-10 business days, after which you will receive a Unique Entity Identifier (UEI) that you can use to sign up for Grants.gov. Nonprofits will need to renew their registration with SAM.gov annually.

3. GrantStation

Overview

GrantStation is a grant database that contains grants from the following types of organizations:

Independent, family, community, and corporate foundations
Corporations
Faith-based grantmakers

Additionally, GrantStation includes grants from U.S. federal and state governments as well as Canadian government grants and some international grants. GrantStation encourages users to select their specific country and state and then enter several terms related to their cause to narrow their search results.

GrantStation also offers several resources related to grant writing, such as examples of past winning proposals, a grants calendar, and grant-related webinars. Some of these resources are available for free while others require a membership.

Costs

Organizations signing up for access to GrantStation’s database can choose between a one-year $179 membership or a two-year $249 membership. GrantStation also offers a newsletter with grant resources that nonprofits can subscribe to for free.

4. Instrumentl

Overview

Instrumentl is a grant management and research tool for nonprofit organizations and grant writing consultants. Nonprofits can use Instrumentl to find, track, and apply for grants, while grant writers can use it as a tool for managing the various grants they are writing for clients.

For each grant opportunity listed in Instrumentl, users can click in and see an overview of the specific grant and a detailed breakdown of the grantmaker’s 990 report. While nonprofits can find 990s themselves with enough research, Instrumentl displays the information in a user-friendly format, allowing users to easily discover grantmakers’ total assets, total giving, giving per year, contact information, and which organizations have received previous grants.

Instrumentl also aims to help nonprofits navigate one of the most common hurdles in finding grant opportunities: discovering and making contact with invite-only grantmakers. These grantmakers only allow select organizations to apply for their grants and often lack a web presence, making introducing your nonprofit and building a relationship a challenge.

Instrumentl provides invite-only grant organizations’ contact information, as well as their history of past grant recipients. This allows nonprofits to better assess their networks to determine if they have an in with these exclusive grantmakers and begin building a relationship.

Costs

Instrumentl offers access to its grant management tools and full grant database at three price points depending on your organization’s size and level of need. Nonprofits can also sign up for a 14-day free trial to see if Instrumentl is right for them before subscribing.

5. GrantScape

Overview

Finding and applying for grants are only the first steps to an effective grant management strategy. To avoid penalties and receive future funding, nonprofits also need to maintain grant compliance. For nonprofits looking for assistance managing their grants, GrantScape is a grant database powered by the grant compliance experts at Thompson Grants.

GrantScape provides subscribers with access to its comprehensive database of more than 11,000 grant opportunities from foundations and government agencies. Additionally, subscribers can access GrantScape’s “knowledge center,” which provides online modules dedicated to various aspects of the grant process. With backing from Thompson Grants, these modules discuss complex legal parts of grant management, such as how to handle grant expenditures, monitor federal subawards, and understand audit law and policy.

Plus, to make sure you know how to use the grant database to its maximum potential, GrantScape provides new users with a 30-minute consultation to answer questions and provide tips for effective grant research strategies.

Costs

Users have the option to subscribe just to GrantScape or get a package deal that includes GrantScape database access by signing up with Thompson Grants. Nonprofits interested solely in the GrantScape database can purchase access at a monthly or annual rate. In contrast, those interested in training rather than a database alone can subscribe to Thompson Grants’ webinar training pass to attend grant-related webinars and subscriber events.

6. GrantForward

Overview

Universities and colleges need specialized grant databases focused on academic funding and research opportunities. Higher education institutions can find what they’re looking for with GrantForward.

GrantForward has a database of over 63,000 grants for researchers. To avoid getting overwhelmed, researchers at your institution can also create individual profiles on GrantForward that state their field of study and research interests. Then, GrantForward will recommend funding opportunities that fit their profiles.

To help train everyone at your higher education institution to use the database, GrantForward provides instructional tools that universities can share with researchers as well as resources for how to roll out GrantForward’s grant research tools to your team.

Costs

The price to access GrantForward is determined by institution size. Contact their team to receive a detailed pricing plan.

7. National Endowment for the Humanities

Overview

Government grants can be divided based on the agency or department funding them. One notable organization to discuss is the National Endowment for the Humanities (NEH). NEH is an independent federal government agency and one of the largest funders of humanities programs in the United States.

NEH grants typically are awarded to:

Museums
Archives and libraries
Higher education institutions
Public television
Radio stations
Individual scholars

The available grants also range widely in specificity from a fellowship for social science research in Japan to a grant meant for strengthening universities’ humanities programs. Each grant has a unique application process that can be explored through Grants.gov.

Costs

NEH is essentially an offshoot of Grants.gov and has the same sign-up requirements and no extra costs.

8. Catholic Funding Guide

Overview

Religious-based nonprofits sometimes struggle to find grants they are eligible for. Fortunately, Catholic organizations and grantmakers alike have the Catholic Funding Guide to connect with one another.

Using highly specialized grant databases like the Catholic Funding Guide can help your nonprofit instantly find more grants that are relevant to your cause. Organizations using the Catholic Funding Guide already start off knowing funders are interested in their organization type and can then further refine their search based on interest area, geographic location, funding amount, and more.

Along with helping grantees find funding, the Catholic Funding Guide helps grantmakers find potential grantees. With the Amplify feature, grantees can create posts about their projects. Then, grantmakers can review proposals and reach out to nonprofits about projects they want to fund.

Costs

Interested Catholic organizations can sign up for either the Standard $229 annual or the Professional $299 annual plans.

9. Local Government Resources

Overview

Sometimes one of the best places to look for grant resources is your own backyard. Check your town, city, or county’s website for grant information. The number of resources and available grants will depend on the size and population makeup of your city.

For example, Atlanta, Georgia is such a strong supporter of the arts that art-related grants have an entire website dedicated to them.

On the other hand, Portland, Oregon has a dedicated grant specifically for small organizations, allowing nonprofits of all types that support the community in some way to receive funding. Additionally, Pittsburgh, Pennsylvania has a special grant for emergency funding that only opens up when disasters hit the city.

Research your local government’s grant resources to see if there are opportunities that fit your nonprofit. If your organization is new to applying for grants, these smaller-scale grants are valuable opportunities in and of themselves and also useful stepping stones for earning larger grants. After all, federal grant applications are often long and detailed, so get practice in applying for a local grant to ensure you’re ready when the time comes to level up your grant strategy.

Costs

Just like with Grants.gov, your local government resources are most likely to be free. You may need to create an account or provide proof of your organization’s nonprofit status, but it’s unlikely there will be any fees.

10. Grantmakers.io

Overview

Not every grant database is a business designed for enterprise-size nonprofits. For instance, Grantmakers.io is a free grant database run by a one-man team. The site scans and formats foundations’ publicly available Form 990s. As a result, nonprofits can conveniently search through basic profiles for over 100,000 foundations.

At a glance, each foundation has essential information displayed, including:

Number of grants offered
Average grant amount
Whether the foundation has recently offered grants
Whether the foundation has paid staff or is operated by volunteers
The foundation’s website
Whether the foundation potentially accepts unsolicited grant applications
Total assets

In addition to foundations, users can also explore grant recipients. Seeing what organizations foundations are giving to and in what quantities can help set your nonprofit’s expectations when seeking grant funding. After all, if a foundation gives to many nonprofits similar to yours, then your grant proposal is more likely to align with their mission.

Costs

Grantmakers.io promises to be, in the website’s creator’s own words, “Free as in freedom and free as in food.” If you would like to, you can even donate to Grantmakers.io to help keep the content free and support the site.

More Grant Research Tools

Grant research tools are essential for helping your nonprofit find the funding opportunities you need to power your mission. Use grant databases that fit your budget and contain information on the types of grant funding relevant to your nonprofit.

However, keep in mind that there’s more to grants than just receiving funding through foundations and government programs. To discover other types of grants your nonprofit can tap into now, explore these resources:

Corporate Volunteer Grant Programs: Learn the Basics. Volunteer grants are a special type of grant that your supporters can start earning for your nonprofit right now. Discover how to take advantage of these grants.
Matching Gift Databases: What Nonprofits Should Know in 2024. Explore how matching gift databases work and what your nonprofit needs to know before investing in this type of grant research tool.
Google Grants Eligibility: How to Check Yours & Get Started. Interested in a marketing grant that’s open to almost all nonprofits? Check out whether you’re eligible for the Google Ad Grant.

Nonprofit Operating Reserves: The Key to Financial Fortitude

February 16, 2024/in Fundraising Ideas /by Adam Weinger

Imagine this: Your museum must temporarily close its doors while making intensive repairs to the building’s entrance. Or, a decrease in animal adoptions causes a lull in your shelter’s main source of revenue. How do you continue funding your mission?

45% of nonprofits have no emergency fund at all. Of those with cash reserves, more than half of them have less than enough to cover 3 months of their operating expenses for the year. This means that most nonprofits depend on continual fundraising efforts to operate and otherwise have little to no backup plan.

If you’re a nonprofit leader looking to prepare for the unexpected and establish financial fortitude for your organization, this guide is for you! Let’s take a closer look at how you can prepare for times of need with nonprofit operating reserves.

What are nonprofit operating reserves?

Nonprofit operating reserves are funds set aside to sustain an organization through economic uncertainty. These funds serve as a nonprofit’s financial cushion, stabilizing its finances on a “rainy day.”

Financial hardship can crop up almost instantly, such as a roof replacement needed after damage from a storm. These situations can also last for a long time, like the COVID-19 pandemic’s enduring effects years after social distancing mandates were lifted. To prepare for unanticipated costs, your nonprofit must have access to a healthy amount of emergency funding.

How much does your nonprofit need in reserves?

All nonprofits are different, especially when it comes to their funding and operating expenses. Using the examples from earlier, a museum must pay for utilities, but an animal shelter has the added costs of feeding and providing medical services for the animals in its care.

For this reason, no single standard for nonprofit operating reserves applies to all organizations. The key is to have adequate cash resources available to cover time-sensitive expenses, such as payroll, and to account for unforeseen costs or increases.

Some general guidelines include saving three to six months’ worth of expenses, but no more than two years’ worth. At a minimum, nonprofits should be able to cover one full payroll, including taxes.

Where do nonprofit operating reserves come from?

Just like building a savings account for personal finances, nonprofits can develop their operating reserves over time by generating a surplus and designating the excess to be part of a reserve fund. Some organizations include contributions to their operating reserves as a line item in their budget to ensure they’re regularly growing this fund.

Sometimes, nonprofits also receive grants or donations specifically meant to build their operating reserves. This is especially helpful when nonprofits have no surplus and need an extra boost to get started.

What is an operating reserves policy?

Beyond merely growing your operating reserve funds, your nonprofit needs a designated policy to ensure these funds are used properly. An operating reserves policy defines the guidelines and goals of a nonprofit’s operating reserves, including important details such as:

Rules for building the reserves
Authorization for using the funds
Requirements for reporting spending

While these guidelines protect funds from being spent unnecessarily, your policy must be flexible to allow for ease of access in times of need.

How to build your nonprofit operating reserves

Nonprofit operating reserves should be a top priority in every organization’s budget, but how should you begin building this fund? Let’s take a closer look at the steps your nonprofit can take to create an operating reserves policy and start saving.

1. Calculate your operating reserves ratio.

Before creating your policy, determine where your nonprofit’s finances currently stand by calculating your operating reserves ratio. Using either the previous year’s actual expenses or your projected expenses for the current year, divide your operating reserves by your annual operating cost.

As a result, you’ll see what percentage of your annual operating costs could be covered by your savings fund if needed.

2. Set a goal amount.

While there is no standard amount that all nonprofits should adhere to, The NORI Workgroup suggests that 25% of an organization’s annual operating expenses (or 3 months of expenses on average) is a good baseline. To set your target to this amount, multiply your total annual expense by 0.25. For other goals, adjust the percentage as necessary.

The most important element of this goal amount is ensuring it meets your nonprofit’s needs. Rather than choosing a percentage at random, consider the potential uses for this fund and your plan for what to do in such a situation.

For example, even if your museum can’t raise funds through ticket sales during its roof repair, donations from miscellaneous fundraisers might provide extra funding to help your organization get by. Consider any supplementary revenue like this and the intentions for using your operating reserves.

3. Determine your strategy to build the fund.

Depending on your nonprofit’s financial situation, some strategies may be more effective than others for building your operating fund. However, there are a variety of ways you can contribute to your reserves, including:

Adding a budget line item.
Incorporating it into your fundraising campaign.
Accepting one-time grants or gifts.
Designating a percentage of unrestricted gifts.

If you choose to raise funds for your operating reserves through a dedicated fundraising campaign, consider which type of fundraiser will help you raise the most. Then, boost the amount you earn by promoting matching gifts. This corporate giving opportunity can increase not just your nonprofit’s revenue, but donor participation and donation amounts, too.

In fact, 84% of donors are more likely to give and 1 in 3 donors would give more if a match was offered, meaning this fundraising strategy can effectively maximize the amount your nonprofit raises for its operating reserves. For more information on how to make the most of matching gifts, watch the following video:

As the video explains, matching gifts offer twice the funding for the time and effort your nonprofit puts into acquiring one gift. To double the amount you raise for your nonprofit operating reserves, look further into matching gifts and how you can promote them to willing donors.

Learn the steps to matching gifts success!

4. Create rules for using the fund.

While you won’t be able to determine the specific circumstances under which the operating reserves fund may be used, you can establish a distinct purpose for the funding that guides any future usage of it. For example, the fund’s purpose might be to:

Ensure the stability of the nonprofit’s programs
Cover an unexpected increase in expenses
Compensate for an unexpected decrease in funding
Make purchases to build capacity, such as investing in infrastructure

You’ll want to write out this purpose as part of your policy to ensure everyone is held accountable. Additionally, it could be helpful to mention anything the fund should not be used for to provide extra clarity.

Be sure to also put an individual or team in charge of reviewing and approving requests to use the funds, such as the Executive Director of the board of directors.

5. Assign authority for using the fund.

Along with the circumstances for using the fund, your nonprofit should have a clear chain of command when it comes to who is allowed to access the reserves. Assign authority for using the reserves, including who can request usage and who can authorize it.

In this phase of the process, you should also determine how you’ll report and monitor the fund. Who will be responsible for ensuring the operating reserve is properly used and what accountability measures are in place? For example, a nonprofit operating reserve fund may be kept in a segregated bank account and referred to in financial records by a unique name.

Operating reserves policy template

To effectively outline the necessary guidelines and protect your operating reserve funds from misuse, your operating reserves policy should include the following essentials:

The purpose of the reserves
The types of reserves and the target amount
Authority for using each type of reserve fund
Responsibilities for using operating reserves and reporting use
Specific policies, if applicable, about investing reserve funds

While these policies are unique to each nonprofit, there are some general guidelines any organization can follow to develop one. For a comprehensive view of what this policy should look like, use this template:

Additional resources for developing an operating fund

It’s no mystery that your nonprofit needs operating reserves. Using the tips in this guide, you can start building an emergency fund to sustain your organization in the most unexpected of situations. For more tips and strategies to maximize your fundraising and build your operating reserves, check out the following resources:

How to Promote Matching Gifts with the Google Ad Grant. Looking for ways to let your donors know about matching gifts? Maximize their giving by spreading the word through the Google Ad Grant! Learn how in this guide.
How to Unlock Corporate Sponsorships: Get More Support. Corporate partners can support your nonprofit financially and grow your funding in times of need. Read this guide for tips on unlocking corporate sponsorships.
Prospect Research: The Ultimate Guide for Nonprofits. Identify your major givers with prospect research to unlock larger gifts and build your operating reserves. Learn the basics of prospect research in this complete guide.