12/13 Nonprofit Success webinar slides

1. #CandidLearning | learning.candid.org
Build donor loyalty
through gratitude
December 13, 2023

2. #CandidLearning | learning.candid.org
Hello!
Krista Berry
Equitable Access Strategy Manager
Hollywood, FL
Pronouns: she/her
I am an innovative social sector strategist and educator with
over 20 years of diverse professional nonprofit experience
from San Diego to New York City. I play a crucial role in
fulfilling Candid’s mission of getting people the information
they need to do good by actively listening to community and
partner needs, contributing to the evolution of educational
offerings, and serving as brand ambassador and subject
matter expert, to ensure that Candid’s resources reach the
communities and people who need it the most. Before joining
Candid in 2020, I was a fundraiser, Executive Director,
philanthropy consultant and adjunct professor teaching
fundraising, nonprofit governance, and finance. I currently live
by the beach in South Florida and is am an avid roller skater
with a passion for making the world a better place.

3. #CandidLearning | learning.candid.org
POLL
What is your role in the
organization?
• CEO/ED
• Development Director
• Grant writer
• Volunteer
• Other (share in chat)

4. Every year, millions of nonprofits
spend trillions of dollars around the
world. Candid finds out where that
money comes from, where it goes,
and why it matters. We get you the
information you need to do good.

5. You probably know us
already.
Together, we do so much more.

6. ANSWER IN CHAT
What motivates you
to be involved in your
cause?

7. #CandidLearning | learning.candid.org
It’s true.
People are more
generous at the
end of the year.

8. Recent research shows
that a quarter (25%) of
annual nonprofit revenue
is raised in the month of
December.
Source: M+R 2023 Benchmarks Report

9. Unfortunately, the average donor
retention rate in 2022 was 42.6%,
making it the lowest rate on record.
That means most nonprofits are
spending more time and resources
bringing in new folks every year than
they are keeping them.
Source: Fundraising Effectiveness Q4 2022 Report

10. #CandidLearning | learning.candid.org
THE SOLUTION:
Create a culture
of gratitude
to build donor
loyalty.

11. #CandidLearning | learning.candid.org
ANSWER IN CHAT
What are you grateful for
today?

12. #CandidLearning | learning.candid.org
Gratitude is reciprocal.
And it makes you feel good.
“Researchers studying gratitude
have found that being thankful and
expressing it to others is good for
our health and happiness. Not only
does it feel good, it also helps us
build trust and closer bonds with
the people around us.”
Source: “The Ripple Effects of a Thank You”

13. Five strategies to build
donor loyalty

14. Five strategies to build
donor loyalty
1. Share gratitude year-round
2. Bring your supporters together
3. Prioritize year-end giving
appreciation
4. Plan retention activities
5. Creative gifting

15. #CandidLearning | learning.candid.org
1. Share gratitude year-round
• Schedule fun social media posts, emails or
send postcards thanking your supporters.
• Pull a list of lapsed donors that haven’t
contributed over the last year and include
them in your appreciation communications
year-round.
• Build regular check-ins with your donors,
either via phone or in-person, to share
updates about your work. Our Candid
development team aims to do this quarterly.

16. #CandidLearning | learning.candid.org
2. Bring your supporters together
Build stewardship and
celebrate the impact you
make as a community.
• Host an appreciation
event—not a fundraiser.
• If you don’t have a budget for
that it’s ok! This is more about
bringing folks together and
NOT asking them for money.

17. #CandidLearning | learning.candid.org
3. Prioritize year-end appreciation
• Ensure all online donation sites
have well-crafted automatic
thank you emails.
• Call donors within 48 hours of
their gift.
• Prep thank you cards, so you
can easily put them in the mail
when donations come in.
• Create simple thank you videos.

18. #CandidLearning | learning.candid.org

19. #CandidLearning | learning.candid.org

20. #CandidLearning | learning.candid.org
4. Plan retention activities
Don’t let it be an afterthought.
• Host a thank-a-thon in January
and invite board members,
volunteers and staff to be involved.
• In February or March send all
donors a 2023 donation receipt in
preparation for tax season.
• Email your 2023 annual report to
all donors and volunteers.

21. #CandidLearning | learning.candid.org
5. Creative gifting
∙ Branded swag ready to send new or
recurring donors.
∙ Create a relationship with a local
bakery, market or flower shop to be
able to quickly send a special treat.
∙ Host a craft day in the office and make
gifts that you can send donors as
needed.
Tip: it doesn’t need to be expensive to be
meaningful.

22. #CandidLearning | learning.candid.org
IN THE CHAT
What are other ways you
build donor loyalty
through gratitude?

23. “Showing gratitude is one of the
simplest yet most powerful things
humans can do for each other.”
-Randy Pausch

24. Putting These Strategies
into Practice

25. Putting These Strategies into Practice
1. Share gratitude
year-round
2. Bring your supporters
together
3. Prioritize year-end
giving appreciation
4. Plan retention activities
5. Creative gifting
25
Schedule emails of
gratitude and segment
messaging for
year-round appreciation
Use tasks to schedule
regular gratitude
check-ins
Utilize first-time donor
list for thank you calls
within 48 hours
Bloomerang Volunteer
can help streamline
appreciation event
planning
Send out video
messages via email or
using an integration and
have it automatically
documented in your CRM
Create automated,
meaningful thank you
messages for your online
forms

26. Personalize and automate your emails of gratitude in minutes.
Automate your emails with
time saving tools
BUILD IMPACTFUL RELATIONSHIPS
How we do it
Start from a designed
template, not from scratch
Hitting writer’s block?
We’ve got you! Use one of
our templates to get you
started when creating
emails that will spark
interest for your donors.
Build and schedule your
email communications
We all know that Giving
Season is a busy time.
Create and schedule your
emails in advance so you
don’t miss a beat!
Using our expansive set of pre-built templates, create, send, and automate personalized messages
with customization, and filter for the exact audience you want to reach.

27. Segment for Email Success
EMAIL STRATEGY
Use Bloomerang’s filtering and groups features to send the right message to the
right donor every time. Gratitude means so much more when it feels personalized!
How we do it
Filter-based segmentation via
reports
Our easy-to-use, filter-based
reporting system allows you to
segment your email list. With
greater insights into
segments, you can craft a
more meaningful message and
make a bigger impact.
Groups as segments
With our Groups feature, you
can create segments and lists
for your emails in moments.
Groups also allows you to gain
insights into giving history
and demographics for groups
of donors–you select the
segments that make sense for
your organization.

28. Automated emails to thank
online donors
EMAIL STRATEGY
How we do it
Create a thank you email that
resonates
Our built-in email makes
personalizing an email simple.
You can create merge fields
for a wide range of details
like names, last donation
amount and so much more!
Set up the email to go
automatically
After you create your
personalized email, set it up
to send as confirmation of the
transaction. No need to worry
about whether you thanked
your online donors or not!

29. Donor Segmentation | Comprehensive Guide + Tips For Success
Segmentation in
action

30. Managing gratitude related tasks
DASHBOARD FEATURES
Dashboard features like Tasks and First-time Donor Call reminders can keep you
on track. Automated email reminders will keep these items front and center!
How we do it
Keeping gratitude on your
radar
With a prominent placement
on your dashboard, first-time
donor calls will be a priority
for you and your team.
Remember, a call within the
first 48 hours can help keep
them engaged with you!
Tasks and reminders–your
personal assistant
Let Bloomerang manage your
tasks for you! From prioritizing
your tasks to sending you
email reminders as things are
updated or almost due,
Bloomerang can help you
remember to express
gratitude year round.

31. Need volunteers for your thank
you event? We’ve got you covered.
BLOOMERANG VOLUNTEER
With our Bloomerang Volunteer management system, you can easily recruit, retain
and show gratitude toward your volunteers all year long.
How we do it
Make sign-up easy
With Bloomerang Volunteer, you
can build a beautifully branded
volunteer sign-up page. Take
managing volunteer sign-up off
your plate.
Two-way communications to
keep volunteers connected
The mobile app helps
volunteers understand what
they need to know and allows
you to send messages in
real-time. Show volunteers
how grateful you are for them
by making their lives easier!

32. Don't miss the opportunity to lock in 2023 pricing!
● Raise more funds
● Grow your list of
supporters
● Cultivate relationships
with donors
And receive complimentary Fundraising Tools
when you purchase a Bloomerang subscription
https://bloomerang.co/
learn/bloomerang-giving-
tools-offer-year-end/

33. #CandidLearning | learning.candid.org
Questions and Poll

34. #CandidLearning | learning.candid.org
These are a few of my favorite (FREE)
things:
• Find grants with Foundation Directory (FD) and find partner locations around the
US to access for free: candid.org/find-us
• Learn more about Seals of Transparency: www.guidestar.org and get help
updating your Nonprofit Profile
o Go for Gold provides a Foundation Directory Essential for free to nonprofits
under $1M (92% of the sector) once you earn a Gold Seal
• Candid Learning opportunities
• Article: “5 fundraising ideas to start your year off strong” and micro-learning
video
• Vlog: "Think like a funder: What makes a good fundraising proposal”
• Sample documents to help you do your work better
• Candid Newsletter
• Job board

35. #CandidLearning | learning.candid.org
Thank you.
krista.berry@candid.org