Between March 2020 through February 2021, CCS Fundraising surveyed a selection of nonprofit partners to collect data regarding major giving across Europe.
The news has been encouraging. Check out our infographic below:
Listing of Insights post type.
Between March 2020 through February 2021, CCS Fundraising surveyed a selection of nonprofit partners to collect data regarding major giving across Europe.
The news has been encouraging. Check out our infographic below:
If you have any questions about this publication or about CCS in general, please contact marketing@ccsfundraising.com.
This report provides a comprehensive look at the current state of US philanthropy, compiling and analyzing annual data from Giving USA and other prominent research to ensure your organization stays up-to-date on the most significant industry trends.
Explore CCS’s library of Philanthropic Landscape reports, going back to our first edition in 2012.
If you have any questions about this publication or about CCS in general, please contact marketing@ccsfundraising.com.
This report provides a comprehensive look at the current state of US philanthropy, compiling and analyzing annual data from Giving USA and other prominent research to ensure your organization stays up-to-date on the most significant industry trends.
Explore CCS’s library of Philanthropic Landscape reports, going back to our first edition in 2012.
Just over one year ago, stay-at-home orders were announced and the world as we knew it rapidly changed. Today, the pandemic and its ricochet effects have plunged our world, our communities, and each of us into the most challenging times we’ve had in generations. Facing unprecedented challenges, international governments deployed more than $10 trillion for emergency medical response and the initial economic shock. In the United States, despite these financial relief efforts, the pandemic continues to disproportionately affect low-wage Americans the hardest, along with people of color, and those lacking a college degree. One in four adults has had trouble paying bills, especially rent or mortgage payments. One in six has borrowed money from friends or has sought food from a food bank. Half the adults who lost a job due to COVID-19 are still unemployed. Search trend data from Google still show surges in queries related to COVID-19 and help lines, like United Way’s 211, are fielding more than double their normal calls. Overall, community services are strained and unable to meet the need.
What can Social and Human Service organizations learn from the United Way Worldwide’s COVID-19 response to inform their own response in near real-time to the ongoing crisis?
For three years, United Way underwent a networkwide transformation. The modern United Way network is designed to be digital-first, locally focused, and able to leverage its unparalleled reach to mobilize the caring power of communities. Its distributed leadership model and infrastructure will allow social solutions to scale for maximum impact and respond to community needs in near real-time.
When the pandemic struck, United Way activated its network of 1,200 communities to move resources quickly to families in need. United Way built a digital toolkit and playbook to set up over 700 funds that helped families get tested, access medical care, avoid eviction, find a job, feed their family, and more. In all, United Way’s COVID-19 Community Response and Recovery Fund directed over $1B directly to people in need. In particular, United Way Worldwide has deployed more than $57.3M.
Develop data-informed ways to distribute funding quickly. United Way Worldwide invested in a leadership structure supported by digital communication platforms that allow for accessible and pertinent communication with local leaders. They designed a plan to direct resources to communities with the highest need using data insights and equitable objective criteria. They simplified the application process to minimize administrative burdens for applicants and expedite grant transfers.
Overcommunicate. Together, CCS and United Way Worldwide built daily communication punch lists within a 30-day sprint and reached out to key constituents and stakeholders. We drafted messaging sets to equip local leaders with key talking points, set outreach metrics for new funders, and designed an empathetic listening tour to encourage check-ins with key supporters.
Convert crisis donors to mission donors. After receiving a tremendous outpouring of support and investment resources for communities in near real-time, United Way developed donor journeys for newly acquired donors to engage long-term with United Way’s mission. CCS partnered to focus on unique cultivation and stewardship for major donors.
Think long-term. Facing an unprecedented level of uncertainty and disruption, CCS developed scenario plans to help prioritize and sequence impact program workstreams. These plans provided structure for United Way leaders to navigate key strategic decisions and ensured a thoughtful response regardless of revenue.
Invest in your capacity needs. United Way bolstered its infrastructure by elevating a host of resources and offering supports to each local chapter, including:
On the other side of crisis lies the opportunity for reimagination. United Way is committed to rebuilding better, more equitable communities that work for everyone. Some successes from their COVID-19 response include:
As we continue to grapple with COVID-19, we are inspired to take bold steps to reimagine and rebuild a better future. The challenges may be greater than we could have fathomed, but we remain confident in the unwavering resolve of nonprofit leaders and the organizations and memberships they represent. Social and Human Services nonprofits can shape the future contours of this reimagined world by channeling support where it is needed most.
It is our hope that these ideas and successes can help you align your organizational priorities to the needs of the communities you serve and advance your work toward the common good.
In today’s 24/7 digital world, we are connected to one another and the causes we support with the simple yet powerful click of a button.
Virtual donor engagement is a vital element of a nonprofit organization’s communication and fundraising strategy. From their websites to their social media presence, we continue to see that the digital landscape is transforming how organizations connect with, engage, and activate their audience.
Last month, the Blackbaud Institute released its 2020 Charitable Giving Report, which highlights key giving data from 8,833 nonprofit organizations in the U.S. totaling $40.7 billion in fundraising revenue.
The data reflects giving during an unprecedented year in philanthropy, as organizations responded to a global pandemic, a widespread reckoning with racial and social injustice, and a polarized political environment.
The findings? 2020 signified tremendous growth in online giving.
In addition to measuring online giving, the Blackbaud Institute measured the growth in online donations made on mobile devices. In 2020, an estimated 28% of online donations were made using mobile devices. This figure has grown steadily since 2014, when giving by a mobile device comprised just 9% of online donations.[3]
A strong culture of philanthropy has always been a part of the fabric of American society and 2020 was no exception. The average online donation amount was just $177—a testament to the age-old saying that every gift matters and every gift makes a difference.[4] With the simple yet powerful click of a button, donors can support their favorite charities at a level that is meaningful to them, and collectively, can have a transformative social impact.
2020 showed the vital role that online engagement and giving play in philanthropy. As the digital landscape continues to transform the social impact sector, organizations must be equipped with the tools and technology to keep pace with this channel of choice for donors.
Below are three tips to maximize your digital giving toolkit:
As we look to a future that will likely be even more digitally connected than the present, online giving will continue to grow as the vehicle of choice for donors. Let’s harness its power to elevate philanthropy and drive social change.
[1] The Blackbaud Institute, Charitable Giving Report, 2020, https://institute.blackbaud.com/charitable-giving-report/
[2] The Blackbaud Institute, Charitable Giving Report, 2020, https://institute.blackbaud.com/charitable-giving-report/
[3] The Blackbaud Institute, Charitable Giving Report, 2020, https://institute.blackbaud.com/charitable-giving-report/
[4] The Blackbaud Institute, Charitable Giving Report, 2020, https://institute.blackbaud.com/charitable-giving-report/
It has been one year since the World Health Organization declared COVID-19 a global pandemic in March 2020. Last spring, many faith communities completely suspended all in-person gatherings and worship moved exclusively online. According to research conducted by CCS Fundraising in summer 2020,[1] about 66% of Catholic and Episcopal parishes took an all-online approach. Others rapidly adopted hybrid worship and fellowship offerings as local health guidelines allowed, which involved a mix of in-person and online gatherings.
At first, this was an uncomfortable, sudden jolt that left a lot of congregations counting down the days until this was all over. One year later, these adjustments that were meant to be temporary are still present. Broad swaths of the population have fully adjusted to this new virtual lifestyle for work, worship, and social activities.
While many people are yearning for a full reversal of all adaptations that have occurred over the past year, the reality is that at least some of these changes are likely here to stay after the COVID-19 pandemic has subsided.
Parishes need to be ready for a hybrid model of worship and fellowship, similar to how many companies are preparing for a mix of in-person and remote work. The remainder of this article provides an overview of our recommended strategies to ensure that you are prepared to maintain a hybrid worship model for the short-, medium-, and long-term, and that you can continue to sustain philanthropic support in a hybrid environment.
While no one can accurately predict when a “return to normalcy” will occur, we can plan for various potential next steps based on experiences thus far. We know certain activities have led to resurgences in outbreaks in local communities and we know this is followed by stricter lockdowns. We also know people will vary on how they decide to access the vaccine throughout the ongoing rollout process.
Amid uncertainty about the future, what we can do now is some scenario planning. We recommend creating a Plan Ahead Team,[2] which can be led by clergy and lay leaders. The Plan Ahead Team would be responsible for mapping out scenarios (e.g., full return to in-person worship, hybrid worship services) that are personalized to your community. For example:
Whatever the demographics of your faith community, map out personalized scenarios for your parishioners. In each scenario, consider the segments of your population and think strategically about what forms of communication are needed to be supportive and maintain consistent and clear messaging about the importance of giving.
Many aspects of today’s virtual world could be here to stay permanently in the American lifestyle, such as hybrid workspaces and increased virtual gatherings.[3] It is wise to assume the same for non-work-related activities, including worship services and parish gatherings. The likely continuation of a digital audience cannot be neglected as focus begins to shift back to in-person service and gatherings.
As such, your communities cannot, and must not, abandon best practices developed throughout the course of the pandemic. Use this pre-reemergence time to ensure you are properly equipped with the necessary tools and systems to sustain a more robust operating model long-term.
CCS Fundraising’s research revealed many faith communities early in the pandemic utilized a variety of online platforms to share worship and fellowship information including their website (88%), engagement on social media platforms like Facebook (80%), and online digital bulletins (46%).[4]
However, across these online resources, giving was often not prominently mentioned – 45% of congregations mentioned giving on their websites, 15% on Facebook, and 22% in bulletins and newsletters. This research shows that in what was undoubtedly a rapid response to adjust service models to be fully online or hybrid, ensuring that giving continued virtually was not always part of the plan.
De-emphasizing giving can majorly impact the financial security of faith communities. Though the full impact of the pandemic on the financial security of faith communities is yet to be seen, early research may illustrate the downstream effects of not fully considering how to sustain giving in a virtual environment. The Lake Institute on Faith and Giving at the Lilly Family School of Philanthropy reported an overall 6% decrease in giving to congregations as of June 2020.[5] CCS’s fourth-edition Philanthropic Climate Survey in January 2021 showed that 51% of religion respondents reported a decrease in fundraising at their organization in 2020.[6]
A hybrid worship model is likely here to stay, at least a little longer than most parishes expected or planned. A commitment to maintain consistent levels of giving and continued stewardship must be a central consideration throughout your planning. We recommend that parishes, at minimum:
While no one can accurately predict the trajectory of a return to normalcy, it may be hard to turn away from the efficiency and flexibility that digital connections and community have revealed once lockdowns have ceased. By preparing your parish now through following the steps and recommendations of this article, the financial status of your parish can exceed pre-pandemic levels, and your community will feel far more comfortable with the flexibility and adaptability of a modern parish.
You may find these resources of interest as you help your parish plan for the short-, medium-, and long-term:
[1] https://ccsfundraising.com/adapting-to-the-covid-19-crisis-a-look-into-catholic-and-episcopal-dioceses-and-parishes/
[2] https://www.mckinsey.com/business-functions/strategy-and-corporate-finance/our-insights/getting-ahead-of-the-next-stage-of-the-coronavirus-crisis
[3] https://www.nytimes.com/interactive/2021/02/17/magazine/remote-work-return-to-office.html
[4] https://ccsfundraising.com/adapting-to-the-covid-19-crisis-a-look-into-catholic-and-episcopal-dioceses-and-parishes/
[5] https://philanthropy.iupui.edu/institutes/lake-institute/covid-study.html
[6] https://go2.ccsfundraising.com/PhilanthropicClimateSurveyEditionIV-Religion_DownloadPage.html
Women face myriad challenges in the nonprofit world across capacities: as donors, as nonprofit leaders and administrators, and as recipients of philanthropy. Research shows that women are frequently overlooked as prospective donors for reasons ranging from lower salary projections to a misconception that men are more often the primary decision-makers in a household. These challenges are often compounded for women of color, whose racial identity can further increase the chances that nonprofits overlook them as potential donors. Further complicating matters, research reveals that women think differently than men about their philanthropy, and therefore require a distinctive approach to illustrating the impact of their giving, which may prove challenging to organizations with deeply engrained prospect-outreach practices.
While it is important to equip organizations with the knowledge that these misconceptions exist regarding their donors, it is even more important to emphasize the reality of philanthropy in the U.S.: namely, that women have the funds and the means to allocate them to causes of their choice.
The experience of CCS Fundraising coupled with a burgeoning body of research on women’s philanthropy suggests that organizations must focus efforts on ensuring inclusive fundraising practices, from understanding the philanthropic landscape to crafting proposals that appeal to everyone in the room, to avoid overlooking opportunities to engage prospective donors.
Keep in mind these three considerations for your organization when thinking about how to better engage women donors.
It is important for nonprofit leaders to simultaneously recognize the disproportionate impacts that current events are having on women’s economic wellbeing and understand long-term trends in women’s philanthropy, which tell us that so many women have the means, inclination, and power to make charitable gifts, yet are often overlooked by fundraisers.
As we write in March 2021, women today are disproportionately experiencing the negative economic impacts of the COVID-19 pandemic. In the U.S. alone, more than 2.3 million women have left the labor force since February 2020, putting women’s labor force participation rate at 57%—the lowest rate since 1988. Across the world, poor and marginalized women face a higher risk of losing their livelihoods amid the economic and social fallout of COVID-19.
Today, research on the effect of COVID-19 on women’s philanthropy is nascent. Initial research by the Women’s Philanthropy Institute suggests that early in the pandemic, single women were more likely than single men and married/partnered couples to report decreasing their giving in response to uncertainty about the economic impacts of the pandemic. In the coming months and years, it will be important to track the influence that the COVID-19 pandemic has on women donors as more research becomes available.
Research indicates that women have a significant say in how household philanthropy is distributed. Moreover, fundraisers have known for more than a decade that women typically make larger and more frequent charitable gifts than men of similar circumstances across almost every income bracket.
As a baseline, organizations should make a concerted effort to identify and cultivate women donors due to the growing population of high-net-worth women. In the case of married couples, organizations may incorporate measures such as ensuring that all communications are addressed to both partners, consistently inviting both partners to the table for all prospect engagement meetings, and shaping proposals to align with both of their interests. Following a gift, organizations can follow stewardship best practices by regularly updating donors and conveying impact over time with information tailored to address donors’ original motivations.
To avoid missing out on engaging potential donors, organizations should study the data on women’s giving and embed it in their understanding of how to leverage their own donor bases. Organizations should also understand the wealth that women donors possess. Women control a third of the world’s wealth, according to estimates by Boston Consulting Group. Projecting the future of women’s wealth is difficult due to uncertainties posed by the COVID-19 crisis. But pre-COVID, it was estimated that the global pool of wealth owned by women could rise to $93 trillion by 2023. In North America alone, it is estimated that as of 2019, women controlled 37% of all wealth, which totals to $35 trillion. Additionally, with women living longer than men on average, it is estimated that women could control a large portion of the $30 trillion expected to be transferred by baby boomers in the U.S. by 2030.
Simply put, operating under the assumption that men are primary givers with the most philanthropic potential, within or outside of a household, can be an expensive oversight for nonprofits.
Even if organizations are not deliberately favoring male donors, subconscious biases or even fundraising software systems may negatively impact the efficacy of their engagement strategies. For example, due to the structure of many donor management systems, a family is often assigned a primary point of contact. If not otherwise stipulated, the primary point of contact may default to the first entry—historically, convention has led to naming the male partner first—which precludes spouses that are often equal partners in decision-making.
While not uncommon, overlooking these biases understandably alienates potential women donors—and often their partners as well—who feel undervalued by organizations. It can be particularly damaging for donor relationships when women are the households’ primary breadwinners, yet systems default to their husband’s data regardless of his circumstances or employment status. Equally damaging are conversations, casual or otherwise, with donors where the bulk of the dialogue is directed toward the male partner with the (perhaps subconscious) assumption that he is responsible for a couple’s giving.
Organizations must turn a critical eye to their donor engagement practices to ensure that prospective women donors are treated with equal respect and attention. Organizations should scrutinize the default functions of their donor database: does it produce profiles predicated on male-headed households? Is data on women partners being recorded and exported to correctly track women’s giving?
Beyond simply ensuring women’s giving is properly recorded and stewarded, organizations should begin tracking giving patterns within the woman demographic to gain a more robust understanding of how effective its engagement practices are across constituencies. A great first step for any organization is reviewing the top 100 donors and board volunteers in the database to ensure that all information is correctly attributed across genders.
Taking the time to objectively assess how women are engaged on an institutional level and evaluate organizational practices, whether they be data system functions or subconscious assumptions, may reveal important areas for improving donor engagement and relationships.
Although undoubtedly important, employing direct, equal communications is not sufficient to actively engage women on a leadership level. Even if an organization has a robust engagement program that identifies and stewards women donors, proposals for support might be geared toward men with a more transactional appeal.
Melinda Gates of the Bill and Melinda Gates Foundation stated in a 2019 interview that “it’s not just a matter of adding a name to a fundraising letter. We’ve learned from new platforms…that women give differently than men do.”
Research indicates that women philanthropists are drawn to impact giving, which often entails their intimate involvement in program development, funding allocation, and strategic planning. A great example of impact giving in action is the Maverick Collective, a nonprofit group that intentionally targets and engages women philanthropists to fund development projects around the globe. While supporters commit to a minimum pledge of $1 million, they also have the opportunity to apply their professional skills on the ground—from legal advice to marketing—to increase the success and sustainability of their projects.
Studies show that women are more persuaded by the emotional and community impacts of their giving, and less motivated by strategic or tax-related purposes. As such, organizations can tailor proposals to specifically highlight meaningful ways women’s philanthropy will transform an organization and its beneficiaries and offer other avenues for engagement, like volunteering. Women are also increasingly engaged with women’s foundations and funds and donor circles that pool resources to increase giving impact collaboratively and track impact over time. Organizations should be aware of any of these groups operating in their area with similar focal areas to develop potential partnerships.
Another excellent strategy for strengthening women’s engagement with organizations is recruiting more women for leadership positions. 50/50 Women on Boards, a global campaign that aspires to improve the gender balance and diversity of corporate boards, argues that women bring critical diversity of thought that encourages better decision making on boards, in return providing a competitive advantage over all-male or largely-male boards. According to a 2018 report by the Lilly Family School of Philanthropy, women held 47% of overall nonprofit board memberships. Though the research did not explicitly report on women of color’s representation on boards, one can conclude that they are less represented based on the Lilly School’s findings that on average 78.6% of board members identify as white, 7.5% as African American, 2.6% as Asian American, and 4.2% as Hispanic. Still, diversity is not the norm across all nonprofit boards—the report found that older organizations and organizations with higher revenues tend to have less diverse boards. Bolstering leadership and board recruitment of women can diversify critical strategizing at the top level and improve organizational efficacy.
Perhaps our most important recommendation is for organizations to research how to best engage women with the organization’s development objectives and evaluate if their current approaches reflect these findings. A great place to start is asking for feedback from women stakeholders, whether they are current donors, prospects, or otherwise, on what organizations are doing right and areas for future improvement. Gathering insight into how women perceive the mission, vision, case for support, and opportunities for involvement can help strengthen existing relationships while also identifying ways to lay the groundwork for more meaningful future engagement with women donors.
At CCS Fundraising, we frequently support nonprofits encountering obstacles around inclusive fundraising. We have helped clients address challenges ranging from a higher-education institution with a pattern of directing communications solely to the male counterparts of heterosexual couples—even when both spouses were alumni—to a human services organization, the primary beneficiaries of which are young women, struggling to engage women leaders in industries aligning with the organization’s work.
Recently, CCS conducted a feasibility study on behalf of an all-women’s educational institution. Among other concerns, many participants noted the challenge of fundraising for a women’s school due to competition from the local men’s school, which had a longer history of garnering philanthropic support. Participants believed that because much of the community attended the men’s school, charitable giving would be designated there rather than the women’s school.
It is apparent now more than ever that organizations can—and should—help facilitate a shift in attitude about women’s philanthropy by educating themselves on the reality of women donors and get ahead of the curve by adopting more inclusive practices. Over-reliance on traditional methods of fundraising and donor stewardship may not only mean organizations are missing out on engaging potential prospects, but also may lead to alienating their current donor pools as the philanthropic landscape continues to shift.
Luckily, some of these pitfalls can be mitigated with a little extra effort. Organizations can ensure they engage and attract women donors by devoting time and energy to better understanding outreach practices and effective illustration of impact, offering meaningful opportunities for engagement outside of financial support, including leadership roles, and allocating resources to researching and implementing best practices, such as taking the time to survey current stakeholders.
This article was originally published on August 29, 2019, and was updated on March 8, 2021 to reflect new research.
CCS Fundraising is a strategic fundraising consulting firm that partners with nonprofits for transformational change. Members of the CCS team are highly experienced and knowledgeable across sectors, disciplines, and regions. To access our full suite of perspectives, publications, and reports, visit our insights page. To learn more about CCS Fundraising’s suite of services, click here.
In CCS’s January 2021 Philanthropic Climate Survey, more than half of respondents reported that they have held a virtual major gift solicitation through either phone, video, or both methods since the COVID-19 pandemic began. Of those who held virtual solicitations, a combined 72% of respondents reported that their virtual requests were either as successful or more successful than a typical in-person solicitation, as illustrated below.
CCS’s research encouragingly suggests that nonprofits can get the same or even better results from virtual major gift solicitations as they can from in-person solicitations. But virtual solicitations could also be more than a stopgap measure as we enter what are hopefully the final phases of the pandemic.
Virtual solicitations are convenient, cost-effective, and allow for nonprofits to secure meetings with prospects who might not normally agree to meet if travel is required. Even after it’s safe to meet in-person, donors may still prefer to keep virtual meetings as an option.
Regardless of whether you’ve conducted many virtual major gift solicitations or you’re just getting started, perfecting your approach will pay off not just for the duration of the pandemic—it will likely yield dividends in a post-pandemic world as well.
Regardless if you are face-to-face with a donor in-person or via video, tried and true major gift fundraising best practices still apply. The preparation and strategy required for these virtual donor meetings are crucial to ensure you use your time wisely. It is important to realize that Zoom fatigue is real not only for frontline fundraisers, but also for our donors as well.
Make sure to take a step back, reflect, and assess what you hope to get out of your time with each donor. For example, meetings that don’t require you to walk through a proposal or presentation might be better accomplished through a one-on-one phone call.
As you look to engage your major donors in a virtual solicitation meeting, consider these key steps:
As you would in any donor relationship, you must cultivate and build a foundation based on what the donor cares about, the impact they hope to make, and how their interests align with the organization’s funding needs and priorities. It is important that you are on the same page with the donor, confirming that now is the right time to make a request and they are ready to make an investment. The key question to answer is, “have you requested permission to ask?” If not, be sure to take this step before initiating or drafting a proposal for consideration. There shouldn’t be any surprises going into your virtual solicitation meeting.
Just like you would in preparing for an in-person solicitation meeting, make sure you have a thorough yet concise proposal to share with your prospective donor. Ensure the proposal conveys the need, meets the donor’s interests, provides a clear investment opportunity, and identifies the impact the donor can have through their support. Since the proposal will be shared in a virtual setting, consider if a video or a participant testimonial would convey the need in a more impactful manner than a traditional written narrative. Consider what other aspects of the proposal can be brought to life through other media during your virtual conversation.
When reaching out to the donor, be clear that you would like to meet face-to-face over a video platform of their choosing, giving you the opportunity to share more detailed information and walk-through the proposal. This meeting should be at least 45 minutes long, giving enough time to review the proposal and answer questions. If the donor prefers a phone call, still take them up on this offer to keep the door open to a conversation.
If there are many members of your team engaged in this virtual solicitation, it is important to discuss the following:
You never know what to expect with technology and will want to maximize your time with the donor. Plan to share the proposal and any other supporting documents that will be discussed during your virtual meeting in advance of your scheduled time together. That way, the donor can pull up the documents if needed or review them in advance and come to the table with any immediate questions. To note: when sharing these materials in advance, be sure to let the donor know that your time together will be walking through the concept shared.
When connecting with your donor via video, consider when is the right time is to share your screen and at what points during the discussion it is most helpful to just have a conversation face-to-face.
Potential Format:
Post-Meeting: Send the donor a follow-up thank you email the same day to close the gift. Be sure to outline any agreed-upon next steps, the amount they agreed to give, their areas of support, and over what period of time.
Whether you are looking to engage your donors in a virtual cultivation or solicitation meeting, consider the following best practices:
As nonprofit leaders continue to adapt and navigate the social distancing restrictions and the various shifts in fundraising activity, we identify new, creative ways to meet yearly fundraising goals. With the continued focus on building and maintaining relationships with current and potential donors amid a pandemic, nonprofits have found new ways to stay connected, tell their story, convey the need, and still receive transformational investments either over the phone or via video call.
There is no better time than now to embrace the virtual tools available to continue to engage and build relationships with current and future donors. Remember, many donors are already comfortable with various video platforms as they have used this as their main source of contact with family and friends over the last year.
At the end of the day, your virtual donor meetings and in-person donor meetings serve the same purposes: an opportunity to learn donors’ interests, build rapport, and bring them closer to your organization. Using a combination of tried-and-true best practices and a recognition of the opportunities and challenges inherent in a virtual setting, virtual major gift solicitations can help your organization secure transformational gifts in an era of social distancing—and maybe even beyond.
Since social distancing requirements began worldwide, organisations have faced the need to leverage technology to keep their doors open. Many teams had to quickly adapt to video calls, virtual events, and working from home. Though vaccine distribution has begun and the end of social distancing measures seems to be in sight, the digital transformation is here to stay.
Around the world, nonprofit organisations are learning from their experiences in 2020 and making permanent changes. Now is the time to ensure you adapt and prepare for the increasingly digital future. Here are a few ways nonprofits have risen to the challenge and set themselves up for success.
Especially now, your organisation’s website is likely the first line of communication with prospective and current donors. If your website has not been recently updated, consider working with a web developer or marketing firm to make relevant upgrades. As you are making these improvements, keep in mind these foundational concepts: user experience, responsive design, and search engine optimisation.
At this point, many organisations have embraced video calls as a method to hold team meetings and prospect solicitations – and most are successfully connecting and securing philanthropic gifts through this method. They have also successfully pivoted in-person events to virtual gatherings, such as virtual galas, conferences, fundraisers, and other stewardship events. Here are our top suggestions to master video call etiquette and make the best use of your virtual meetings and gatherings:
While virtual calls and events are critical to master, do not forget to evaluate your email communications as well.
Although many nonprofit organisations have been utilising mass email communications for years, the COVID-19 pandemic has revealed new areas for improving digital communications systems. For example, in a time when you felt the need to email your constituents, were you able to deploy your emails quickly and efficiently to your target audience? Are there communications you previously mailed that might be better off as an email this year and in future years? Now is an opportune time to evaluate if your current email platforms, strategy, and schedule are still working for your organisation or if you need to adjust for an increased volume of virtual communications.
Your organisation should do its best to build a presence on social media.
To decide which platforms to devote your time and attention to, reflect on where your target audiences spend the most time online. This may include LinkedIn, Instagram, Facebook, and Twitter depending on who you want to reach. Social media may seem like a fun extra, but it should be managed with purpose and methodology. You need to be consistent with your brand across all platforms and create a dedicated schedule to develop and share content. Social media platforms offer your team the opportunity to interact with industry-adjacent content and remain relevant by staying on top of trends. Staying active on social media allows your organisation to stay top of mind for those already close to your network, while also creating opportunities to be discovered by new prospective donors.
Finally, dare to dream! If you have a creative idea to interact with donors digitally, explore it. At this moment, organisations have the license to veer away from traditional engagement and solicitation methods. We have seen several organisations embrace this creative freedom with virtual events, in-house thank you and promotional videos, and interactive digital proposals.
The pandemic has changed the way we all operate both personally and professionally. As we continue in this new fundraising landscape, commit to building your digital presence. Take this opportunity to set your organisation up for success and growth by testing out new strategies. Your donors and colleagues will thank you!
Historically, the traditional fundraising campaign has been the vehicle of choice for nonprofits to energise the community and secure significant philanthropic commitments. Campaigning raises more money, creates excitement, provides a rationale to support giving, and demonstrates what donations will accomplish.
Sounds like a good idea, right? Not so fast. Traditional campaigns undoubtedly provide tremendous benefits to those organisations that run them well. Yet many nonprofits focus too much on the five-year horizon of a campaign and forget to consider what happens when the campaign is over. You have surpassed your goal and celebrated your success. Now what? If you have not planned ahead, it is likely that your post-campaign fundraising revenue will drop to pre-campaign levels. While you funded the greatest needs of your institution, you neglected the overall health of the nonprofit by failing to create sustainable growth.
To mitigate the traditional post-campaign lull, alternative fundraising campaign designs are becoming more common. Some organisations never stop campaigning, taking a perpetual approach with decade-long funding initiatives and back-to-back traditional campaigns. Others employ smaller and shorter mini-campaigns to continually target specific funding priorities, or to simply bridge between traditional efforts. Some organisations are scrapping the traditional campaign altogether, instituting a “never” campaigning approach where targeted gift requests are built into “business-as-usual” fundraising.
While these campaign designs have separate benefits and risks, they all share one common element – the flexibility to pivot strategy to accommodate shifting donor desires, community needs, and institutional priorities. As the COVID-19 pandemic endures, this adaptability is particularly important given the changing philanthropic landscape. Economic volatility, new legislation, evolving trends, societal interests, and institutional leadership changes are just a few of the challenges that you may face in the coming months and years. Don’t get stuck in a campaign that restricts funding to a singular and rigid initiative. Consider a single project as one of your campaign funding priorities, not the only one.
Regardless of campaign design, make sure you pay attention to your annual fund at the start. Consider growing your annual fund as one of your campaign goals or as a parallel strategic initiative. Focus on bringing in new donors and new dollars. Cultivate and upgrade your smaller gifts. Prioritise stewardship. These gifts may take years to cultivate, but by the end of your campaign you should see an increased fundraising baseline, a softened post-campaign revenue dip, and a secure fundraising future for your organisation.
Campaigning is not a one-size-fits-all proposition, and traditional campaigning may remain the best fit for your organisation. However, campaign timing and design should be grounded in the financial needs, strategic initiatives, and specific culture of each organisation. The key is to remain flexible to changing priorities and community needs while addressing the traditional post-campaign revenue decline. Appropriate campaign design alongside a deliberate approach to building and sustaining relationships will ensure that your organisation is in the best position to raise more money while growing sustainably.