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The	Case	for	Donor	Love:		
Why	Retention	Eats	Acquisition	for	Breakfast
@StevenShattuck
The	Future	of	Fundraising	let’s	get	to	know	one	another
About	Steven	»
@StevenShattuck
Chief	Engagement	Officer,	Bloomerang	
Contributor:	Fundraising	Principles	and	
Practice:	Second	Edition	
Member:	Fundraising	Effectiveness	Project	
(FEP)	Project	Work	Group,	AFP	Center	for	
Fundraising	Innovation	(CFI),	Study	Fundraising	
Steering	Group	at	the	Hartsook	Centre	for	
Sustainable	Philanthropy	at	Plymouth	
University	
	
Fun	facts:	
• film	school	dropout		
• 1st	job:	producing	fundraising	videos	
• prefers	tea	to	coffee	
• allergic	to	rhubarb	
• won	the	David	Letterman	scholarship
The	Future	of	Fundraising	why	retention	and	engagement
@StevenShattuck
http://afpfep.org
The	current	state	of	donor	retention?	»
@StevenShattuck
Donor	retention	»	
Source:	Fundraising	Effectiveness	Project	http://afpfep.org
43.4% 20.2% 61% 90+%
@StevenShattuck
Donor	retention	over	the	decades	»
New	donor	retention	over	the	years	»	
@StevenShattuck
Source:	Fundraising	Effectiveness	Project	http://afpfep.org
Repeat	donor	retention	over	the	years	»	
@StevenShattuck
Source:	Fundraising	Effectiveness	Project	http://afpfep.org
Recapturing	lapsed	donors	is	even	harder	»	
@StevenShattuck
Source:	Fundraising	Effectiveness	Project	http://afpfep.org
Retention	rates	for	monthly	giving	»
Source: Target Analytics, 2015 DonorCentrics US Recurring Giving Benchmarking Analysis
@StevenShattuck
@StevenShattuck
http://www.huffingtonpost.com/entry/3-truths-and-1-lie-about-online-donors_us_595cf48de4b0326c0a8d13fb?
Donor	retention	by	age/channel	»
@StevenShattuck
Retention	by	gift	amount	»
https://bloomerang.co/blog/infographic-2016-fundraising-effectiveness-project-survey-report/
@StevenShattuck
Donor	retention	by	org	type	»	
Source:	Fundraising	Effectiveness	Project	http://afpfep.org
Donor Attrition Over Five Years
# of
Donors
Attrition
Rate
Donors
Remaining
After 1
Year
Donors
Remaining
After 2
Years
Donors
Remaining
After 3
Years
Donors
Remaining
After 4
Years
Donors
Remaining
After 5
Years
1,000 20% 800 640 512 410 328
1,000 40% 600 360 216 130 78
1,000 60% 400 160 64 26 10
So	what?
@StevenShattuck
https://bloomerang.co/resources/guides/donor-retention-math-made-simple/
Donor	retention	math	»
@StevenShattuck
https://bloomerang.co/resources/guides/donor-retention-math-made-simple/
@StevenShattuck
The	stubborn	2%	of	GDP	»
@StevenShattuck
Why	is	this	happening?	»
The	Future	of	Fundraising	the	body	of	knowledge
@StevenShattuck
Why	do	donors	leave?
Why	nonprofit	donors	leave	»
@StevenShattuck
http://www.campbellrinker.com/Managing_donor_defection.pdf
• 2001	study	by		
Adrian	Sargeant	
• Survey	to	lapsed	donors	of	
10	major	U.S.-based	
nonprofits	
• Respondents	were	asked	to	
check	each	reason	for	
stopping	their	contributions
• 5%	-	thought	charity	did	not	need	them	
• 8%	-	no	info	on	how	monies	were	used	
• 9%	-	no	memory	of	supporting	
• 13%	-	never	got	thanked	for	donating	
• 16%	-	death	
• 18%	-	poor	service	or	communication	
• 36%	-	others	more	deserving	
• 54%	-	could	no	longer	afford
Why	nonprofit	donors	leave	»
@StevenShattuck
http://www.campbellrinker.com/Managing_donor_defection.pdf
@StevenShattuck
Why	do	donors	stay?
@StevenShattuck
Key	drivers	of	donor	commitment	»
• 2011	study	
• Survey	of	1,200	recent	(last	12	months),	frequent	(more	
than	2	gifts	to	cause	based	charities)	donors	from	over	
250	nonprofit	organizations	
• Donors	were	given	a	list	of	32	reasons	why	they	might	
continue	giving	
• Asked	to	rank	them	by	order	of	importance
http://www.thedonorvoice.com/national-donor-commitment-study-and-proof-of-link-between-donor-attitudes-and-behavior/
@StevenShattuck
Key	drivers	of	donor	commitment	»
1.	Donor	perceives	organization	produces	outcomes	
2.	Donor	knows	what	to	expect	with	each	interaction	
3.	Donor	receives	a	timely	thank	you	
4.	Donor	receives	opportunities	to	make	views	known	
5.	Donor	feels	like	they’re	part	of	an	important	cause	
6.	Donor	feels	his	or	her	involvement	is	appreciated	
7.	Donor	receives	info	showing	who	is	being	helped
http://www.thedonorvoice.com/national-donor-commitment-study-and-proof-of-link-between-donor-attitudes-and-behavior/
@StevenShattuck
Most	likely	to	give	a	bequest	»
• Length	of	giving	to	your	organization		
(5+	years	of	regular	giving)	
• Giving	to	you	over	a	long	period	of	time	(Giving	
may	not	be	year	after	year	-	but	gifts	have	
been	made	over	a	long,	extended	period	of	
time)	
• Frequency	of	Giving	(monthly	credit	card	
donors,	multiple	gifts	within	a	year)	
• Is	an	active	volunteer	(at	one	time	or	now	a	
board	member,	or	a	volunteer	in	some	
manner)	
• The	Family	has	been	involved	in	some	way	in	
the	organization	(best	if	there	is	a	long-time	
association)
@StevenShattuck
What	are	donors	thinking?
@StevenShattuck
How	do	donors	feel	»
@StevenShattuck
How	do	donors	feel	»
• “There	were	two	instances	this	
year	where	I	made	gifts	over	
and	above	what	I	had	intended	
and	they	both	involved	personal	
contact	from	someone	in	the	
development	office	(director	or	
gifts	officer).	Being	thanked	for	
my	previous	gift	was	much	
more	persuasive	than	receiving	
multiple	emails	and	direct	mail	
letters.”
@StevenShattuck
How	do	donors	feel	»
• “I	would	definitely	make	
larger	gifts	if	there	were	
1)	fewer	campaigns;	2)	
those	campaigns	
championed	more	
targeted	solutions;	3)	
those	solutions	were	
backed	up	by	better	
impact	information.”
@StevenShattuck
How	do	donors	feel	»
• “I	don’t	connect	with	appeals	
that	ask	me	to	“fix	poverty”	in	
my	community.	But	if	I	were	
asked	to	provide	interim	
housing	for	10	women	and	
their	families	so	that	they	
could	leave	abusive	situations,	
I	could	get	my	head	around	
that	and	I	would	feel	my	giving	
had	more	of	an	impact.”
@StevenShattuck
How	do	donors	feel	»
• “I	could	always	expand	
giving	a	little,	but	I	try	to	
hold	back	in	case	there	is	
a	major	need	at	one	of	
the	organizations	I	
support.	I	always	like	to	
have	a	little	in	reserve	in	
case	a	special	need	comes	
along.”
@StevenShattuck
How	do	donors	feel	»
• “In	general,	I’m	satisfied	
with	my	level	of	giving,	
but	there	is	one	cause	
that	would	make	me	give	
at	a	much	higher	level.	
The	irony	is	that	they	
never	ask	me	to	give	
more	generously.	”
@StevenShattuck
How	do	donors	feel	»
• “I	didn’t	receive	any	
information	at	all	after	
making	a	gift	to	a	not-for-
profit	last	year.	I	wonder	
what	they	did	with	the	
money	and	whether	it	
helped.”
@StevenShattuck
How	do	donors	feel	»
• “I	would	give	more	if	
someone	could	help	me	
figure	out	how	I	can	do	
that	and	still	save	for	
retirement,	etc.	There	
must	be	good	information	
out	there	about	
philanthropy	and	tax	
savings.”
@StevenShattuck
How	do	donors	feel	»
• “I	ALWAYS	donate	when	
an	organization	I	believe	
in	asks	me	to	give,	but	I	
think	I	could	do	a	better	
job	of	actually	budgeting	
for	philanthropy.	Maybe	I	
should	sign	up	for	
sustaining	donations.”
@StevenShattuck
What	donors	are	thinking	»
• They	like	specificity	in	asks	
• projects,	uses,	funds,	needs,	etc.	
• They	are	waiting	for	you	to	get	to	know	them	
• They	are	delighted	to	be	thanked	
• They	want	to	know	how	the	gifts	are	used	
• They	don’t	like	to	receive	multiple	solicitations	
• They	need	your	logistic	help	in	giving	
• tax	benefits	of	various	channels,	etc.
In	a	database	where	the	
average	number	of	gifts	made	
by	donors	is	three,	a	thank-
you	letter	reaffirming	the	
difference	that	their	donations	
made	increased	average	gifts	
by	60%	without	reducing	
response	rate	in	comparison	
to	a	control	group	of	donors	
who	did	not	receive	this	
thank-you	communication.
Thank	before	asking	»
https://www.philanthropy-centre.org/learning-to-%20say-thank-you/
@StevenShattuck
The	Future	of	Fundraising	major	gifts
MasteringMajorGifts.com/Report
2015	study:	Major	Gift	Fundraising	»
@StevenShattuck
Major	Gift	Fundraising	»
@StevenShattuck
Study	Participants	»
662	nonprofits		
w/	operating	
budgets	of	
$10M	or	less
@StevenShattuck
Correlations	»
• Strong	correlation	between	training	and	
major	gift	fundraising	performance		
• The	quality	of	IT	systems	in	place	is	key	to	
driving	the	number	of	major	gifts	received		
• Organizations	whose	boards	and	
volunteers	play	an	active	role	are	more	
successful	in	major	gift	fundraising		
• Individuals	with	longer	tenure	tend	to	be	
more	successful	in	major	gift	fundraising
@StevenShattuck
10	Recommendations
10	Recommendations	»
• Prioritize	donor	retention	
• Invest	in	prospect	research	
• Retain	employees	as	long	as	possible	
• Invest	in	training	
• Invest	in	education	
for	every	additional	intensive	education	
opportunity	(such	as	studying	for	the	CFRE	or	
attending	multi-day	conferences),	the	data	shows	
you	will	raise	an	additional	$37,000	—	$37,000!
@StevenShattuck
10	Recommendations	»
• Foster	a	donor-centered	culture	
• Invest	in	IT	systems	(donor	management)	
• Volunteer	engagement	is	key	
• Board	engagement	is	key	
• Fundraising	metrics	must	be	tracked
https://www.slideshare.net/bloomerang/3-secrets-to-raising-major-gifts-you-cant-survive-without
https://bloomerang.co/blog/video-3-secrets-to-raising-major-gifts-you-cant-survive-without/
@StevenShattuck
The	Future	of	Fundraising	events
Adrian	Sargeant	
Harriet	Day
2017	study:	Fundraising	Events	»
https://bloomerang.co/resources/research/events/
@StevenShattuck
What	distinguishes	genuinely	
outstanding	fundraising	events	
from	merely	‘average’	ones?
@StevenShattuck
Study	Methodology	»
• A	review	of	events	fundraising	
literature	
• International	advisory	panel	
formed	drawing	on	events	
management	expertise	from	the	
UK,	USA	and	Canada	
• Organizations	were	identified	
who	in	the	panel’s	view	had	
particularly	successful	events	
• 30	interviews	conducted	with	key	
informants	in	these	organizations
@StevenShattuck
What	made	these	30	orgs	unique?	»
• they	conducted	detailed	
audience	research		
• they	developed	profiles	or	
“personas”	of	prospective	
attendees	
• they	focused	on	the	needs	of	
those	very	specific	individuals	
• they	planned	experiences	
they	would	find	deeply	
moving	and	personally	
meaningful
@StevenShattuck
A	fundraising	event	should	not	be	»
• a	service	where	individuals	pay	(or	raise	
money)	for	the	privilege	of	enjoying	the	
activity	they	are	going	to	attend
"I've	personally	gone	to	a	couple	of	fun	runs	and	sort	of	mass	
participation	events	of	that	nature…	you	didn't	have	a	clear	
idea	who	you	were	running	for	and	why.	You	were	just	sort	of	
running	for	the	sake	of	running.”
@StevenShattuck
A	fundraising	event	should	not	be	»
@StevenShattuck
A	fundraising	event	should	be	»
• an	experience	that	causes	the	attendee	
to	feel	empathetic	towards	those	you	
serve,	puts	them	in	their	shoes
“The	thing	that	I	would	say	that	is	really	important	is	making	
sure	that	your	event	is	in	someway	experiential	to	the	donor	or	
the	supporter	that	is	in	the	room.”	
“I	always	want	someone	that	comes	to	events	to	touch	or	to	
feel	or	to	have	an	experience	with	the	cause	in	some	way."	
@StevenShattuck
10	Success	Indicators
10	Indicators	of	Successful	Events	»
• A	high	degree	of	donor-centricity	
• A	focus	on	fundamental	human	needs	
• Investment	in	the	team	
• Choosing	the	appropriate	mindset	
• Focus	on	experiences,	not	features	
• Drive	emotion	with	effective	storytelling	
• Constantly	drive	innovation	
• Focus	innovation	on	human	needs	
• Focus	on	technology	
• Create	board	champions
@StevenShattuck
@StevenShattuck
Rogare’s	Relationship	Fundraising	Review	»
• Update	to	Ken	Burnett’s	1992	
“Relationship	Fundraising”	
• 4	volume	study,	plus	additional	resources	
• Adrian	Sargeant,	Jen	Shang,	Ian	MacQuillin	
• International	advisory	panel
https://www.plymouth.ac.uk/schools/plymouth-business-school/relationship-fundraising-review-advisory-panel
https://www.pursuant.com/landing-page/relationshipfundraising/
@StevenShattuck
Rogare’s	Relationship	Fundraising	Review	»
	 https://www.pursuant.com/landing-page/relationshipfundraising/
@StevenShattuck
Rogare’s	Relationship	Fundraising	Review	»
• Understand	donors	
• Connect	donors	to	a	cause	
• Focus	on	the	cause,	not	the	organization	
• Build	a	deeper	relationship	with	donors	
• Develop	genuine	2-way	communications
@StevenShattuck
How	to	increase	retention/engagement	»
• Personalized	communications	
• Thank	quickly	+	personally	
• Go	overboard	with	appreciation	
• Donor-centric	tone	(more	“you”	than	“we”)	
• Tell	how	gifts	are	used	/	will	be	used	
• Tell	them	what	comes	next	
• Get	to	know	them	
• Solicit	feedback	
• Make	them	feel	like	they’re	your	only	donor
@StevenShattuck
The	Future	of	Fundraising	quick	break
@StevenShattuck
How	to	increase	retention/engagement	»
• Personalized	communications	
• Thank	quickly	+	personally	
• Go	overboard	with	appreciation	
• Donor-centric	tone	(more	“you”	than	“we”)	
• Tell	how	gifts	are	used	/	will	be	used	
• Tell	them	what	comes	next	
• Get	to	know	them	
• Solicit	feedback	
• Make	them	feel	like	they’re	your	only	donor
@StevenShattuck
Communications	segmenting	»
@StevenShattuck
Above	average	gift	amount
At	or	below	average	gift	amount
Differentiate	the	acknowledgement	»
@StevenShattuck
Above	average	gift	amount
At	or	below	average	gift	amount
Letter	#	1	
Phone	call	
(tour	invite)
Letter	#2	
Handwritten	note
Email/Letter	#4	
(Volunteer	request)
Email/Letter	#3	
(survey)	
(monthly	upgrade)
@StevenShattuck
Heather Carroll 
Executive Director at
Skaneateles Education
Foundation
Data	Segmentation	
for	stories	that	retain	donors
Data	Segmentation		
Powers	Stewardship
• First-time	donors	
• Monthly	donors	
• Lapsed	donors	(+2	years)	
• Volunteers	who	have	not	yet	donated	
• Donors	who	share	feedback	/	criticism	
• Current	/	former	service	recipients	
My	favorite	buckets	segments	»
@StevenShattuck
Data	Segmentation	
for	stories	that	retain	donors
First-Time	Donors
• Arrive	within	48	hours	
• Thank	profusely	
• Acknowledge	the	campaign	/	channel	
• Tell	how	gift	will	be	used	/	how	others	have	been	
• Preview	future	communications	
• Invite	for	a	tour	
• Ask	for	feedback	
• Ask	why	they	gave	
• Ask	again	within	90	days	(monthly	commitment,	volunteer,	
petition,	another	one-time	gift)
Gift	acknowledgement	principles	»	
@StevenShattuck
@StevenShattuck
@StevenShattuck
@StevenShattuck
Communicate	their	impact	later	»
@StevenShattuck
• first-time	donors	who	get	a	personal	thank	you	within	
48	hours	are	4x	more	likely	to	give	a	second	gift		
(McConkey	International	UK)	
• a	thank-you	call	from	a	board	member	to	a	newly	
acquired	donor	within	24	hours	of	receiving	the	gifts	
will	increase	their	next	gift	by	39%.		
(Penelope	Burk)
http://www.nonprofithub.org/fundraising/excuses-need-call-every-new-donor
http://www.guidestar.org/rxa/news/articles/2010/how-to-increase-donations-by-39-percent.aspx
The	personal	touch	»	
http://www.clairification.com/thank-you-calls-ebook/
• Donor	information	
• why	did	you	give	today?	
• what’s	your	connection	to	the	cause?	
• Donor	satisfaction	
• how	easy	was	it	to	to	give?	
• how	would	you	rate	what	we	sent	you?
Surveys	»	
@StevenShattuck
https://bloomerang.co/blog/23-questions-to-ask-donors-and-prospects/
@StevenShattuck
Key	drivers	of	donor	commitment	»
1.	Donor	perceives	organization	produces	outcomes	
2.	Donor	knows	what	to	expect	with	each	interaction	
3.	Donor	receives	a	timely	thank	you	
4.	Donor	receives	opportunities	to	make	views	known	
5.	Donor	feels	like	they’re	part	of	an	important	cause	
6.	Donor	feels	his	or	her	involvement	is	appreciated	
7.	Donor	receives	info	showing	who	is	being	helped
http://www.thedonorvoice.com/national-donor-commitment-study-and-proof-of-link-between-donor-attitudes-and-behavior/
@StevenShattuck
@StevenShattuck
@StevenShattuck
@StevenShattuck
Data	Segmentation	
for	stories	that	retain	donors
Monthly	Donors
Monthly	givers	»
@StevenShattuck
Source:	Fundraising	Effectiveness	Project	http://afpfep.org
7x	more	likely	to	leave	a	bequest!
45.5% 31.8% 64% 90+%
@StevenShattuck
Monthly	giving	welcome	»
@StevenShattuck
Don’t	send	the	same	12	receipts	»
@StevenShattuck
Don’t	send	the	same	12	receipts	»
@StevenShattuck
Don’t	send	the	same	12	receipts	»
• Always	address	them	as	monthly	donors.	
• or	if	you	have	a	name	for	them,	like	“sustainers”	
• Modest	upgrade	appeal	depending	on	other	
engagement	signals	
• “Your	gift	of	$x	does	this.	A	gift	of	$x	would	do	this.”	
• Don’t	hesitate	to	make	stand-alone	gift	asks.	
• A	unique	appeal	just	for	them.
@StevenShattuck
Monthly	donors:	upgrade	»
https://bloomerang.co/blog/why-segmenting-your-sustaining-donors-is-crucial-for-growth/
Data	Segmentation	
for	stories	that	retain	donors
Lapsed	Donors	(+2	years)
• Isolate	donors	who	haven’t	given	in	2+	years	
• Further	segment	by	frequency	/	recency	/	channel	/	amount	
• Call	/	write	and	say	thanks	for	past	giving	
• Send	a	lapsed	donor	survey	(don’t	let	them	see	that	phrase)	
• Send	a	stewardship	piece	(impact	story)	
• Invite	them	in	for	a	tour	or	out	for	coffee	
• Invest	in	data	services:	
• NCOA		
(maybe	they	moved)	
• Deceased	Suppression	Processing		
(maybe	they	died)
Lapsed	donors	»
@StevenShattuck
@StevenShattuck
http://www.pamelagrow.com/3878/loving-lapsed-donors-back-fold-simple-brilliant-oh-swipe-able/
2	common	“one	and	dones”	»	
@StevenShattuck
• Memorial	donors	
• Thank	(if	you	can),	then	isolate	
• Peer-to-peer	donors	
• Have	first	gift	acknowledgement	come	from	
fundraiser,	not	benefiting	org	
• (Re)introduce	the	charity	
• Explain	why	fundraiser	supports	it	
• Ask	for	donor	to	continue	support
@StevenShattuck
https://bloomerang.co/blog/3-tips-for-improving-p2p-donor-retention/
2	common	“one	and	dones”	»
Data	Segmentation	
for	stories	that	retain	donors
Volunteers	Who	Have	Not	Yet	Donated
Lowest	of	low-hanging	fruit	»
@StevenShattuck
http://www.fidelitycharitable.org/docs/Volunteerism-Charitable-Giving-2009-Executive-Summary.pdf
• Volunteers	are	10x	more	likely	to	donate	than	
non-volunteers.	
• Get	to	know	their	goals	for	volunteering,	then	
translate	it	into	donation	impact.	
• Ask	for	an	appropriate	amount	(can	be	a	
monthly	commitment).	
• Convert	into	fundraisers!
@StevenShattuck
http://www.slideshare.net/socialogilvy/why-do-people-share-on-social-media-global-survey-results
Use	social	media	to	say	thank	you	»
Use	social	media	to	say	thank	you	»
@StevenShattuck
@StevenShattuck
Use	social	media	to	say	thank	you	»
@StevenShattuck
Convert	into	fundraisers	»
Data	Segmentation	
for	stories	that	retain	donors
Donors	Who	Have	Shared		
Feedback	/	Criticism
Keep	donors	happy	»
@StevenShattuck
Source: Target Analytics, 2009 DonorCentrics US Recurring Giving Benchmarking Analysis
Find	out	how	much	they	like	you	»
@StevenShattuck
Data	Segmentation	
for	stories	that	retain	donors
Current/Former	Service	Recipients
@StevenShattuck
Current/former	service	recipients	»
• they	understand	the	value	of	your	mission	
• they	may	have	higher	capacity	to	give	(because	of	you!)	
• giving	current	service	recipients	the	opportunity	to	give	
may	allow	them	to	reclaim	/	maintain	a	sense	of	pride
• education	(alumni)	and	
healthcare	(former	
patients)	have	mastered	
this	
• so	can	every	type	of	org!
@StevenShattuck
• clinical	employees	
• clinical	volunteers	
• non-clinical	employees	
• non-clinical	volunteers	
• corporate	sponsors	
• waiting	list	of	clinical	
employees/volunteers
Current/former	service	recipients	»
@StevenShattuck
• 1st-time	donors	
• donors	who	have	given	for	3-5+	
consecutive	years	
• monthly	donors	
• volunteers	who	have	not	yet	donated	
(including	board	members,	fundraisers)	
• donors	who	complain	directly	or	
answer	surveys	negatively	/	donors	
who	answer	surveys	positively	
• current	/	former	service	recipients	
• out-of-town	donors,	not	from	P2P	or	
memorial	(if	you	are	a	local	org)
• donors	who	give	you	updated	contact	
info	(unprompted)	
• donors	who	upgrade	
• donors	who	submit	matching	gifts	
from	their	employer	
• adult	children	(especially	daughters)	of	
parents	who	give	surviving	relatives	of	
deceased	long-time	donors	
• aging,	childless	donors	
• donors	who	just	had	their	first	child	
• contact	person	at	a	company	that	
sends	volunteers	
• employees	of	a	corporate	sponsor	
• donors	who	use	check,	vs	credit	card	
• donors	who	use	American	Express,		
vs	Visa/Mastercard
Other	ways	to	
segment	»
@StevenShattuck
Bad	ways	to	segment	»
@StevenShattuck
• gift	amount	
• but	use	common	sense	
• demographics	
• data	suggests	retention	by	age	differences	are	nominal	
• “In	short,	demographics	are	the	second-best	way	to	segment	
your	file.		The	best	way	is	almost	any	other	way.		Especially	
those	ways	that	focus	on	what	the	donor	has	told	you	about	
their	identity	and	preferences."	
• http://www.thedonorvoice.com/gender-generation-or-
ideology-which-segmentation-is-most-valuable/	
• http://www.thedonorvoice.com/demographics-are-garbage/
@StevenShattuck
The	Future	of	Fundraising	Activity
@StevenShattuck
Heather Carroll 
Executive Director at
Skaneateles Education
Foundation
@StevenShattuck
The	Future	of	Fundraising	quick	break
Data	Segmentation	
for	stories	that	retain	donors
Online	Donors
@StevenShattuck
http://www.huffingtonpost.com/entry/3-truths-and-1-lie-about-online-donors_us_595cf48de4b0326c0a8d13fb?
Donor	retention	by	age/channel	»
Do	these	3	things	well	»	
https://bloomerang.co/blog/3-things-your-nonprofit-must-do-well-after-an-online-donation
@StevenShattuck
1.	“Thank	You”	page	
2.	Email	confirmation	
3.	Formal	acknowledgment
Do	these	3	things	well	»	
https://bloomerang.co/blog/3-things-your-nonprofit-must-do-well-after-an-online-donation
@StevenShattuck
• Communicate	that	donation	was	processed	
• Thank	the	donor	
• Communicate	impact	(text/photo/video)	
• Preview	future	communications	
• Give	donor	something	to	do	next	
• Keep	them	on	website	to	convert	again!
Confirmation	page	»	
@StevenShattuck
https://bloomerang.co/blog/21-ideas-for-your-nonprofits-donation-confirmation-page
Confirmation	page	»	
@StevenShattuck
Confirmation	page	»	
@StevenShattuck
Confirmation	page	»	
@StevenShattuck
Confirmation	page	»	
@StevenShattuck
Confirmation	page	»	
@StevenShattuck
@StevenShattuck
• Should	arrive	immediately	
• Eye-catching	subject	line	
• Avoid	role-based	sender	email	address	
• Personal	greeting	
• Thank	the	donor	
• Communicate	impact	(text/photo/video)	
• Give	donor	something	to	do	next	
• Social	sharing	
• Employer	matching	
• Preview	future	communications	
• Include	tax	information
Email	confirmation	»	
@StevenShattuck
https://bloomerang.co/blog/19-point-donation-acknowledgement-email-checklist
@StevenShattuck
@StevenShattuck
@StevenShattuck
@StevenShattuck
@StevenShattuck
@StevenShattuck
@StevenShattuck
@StevenShattuck
@StevenShattuck
• Thank	you	for	your	donation!	
• Donation	Confirmation	from	(ORGANIZATION)	
• Donation	Receipt	from	(ORGANIZATION)	
• Confirmation	–	Donation	Received	
• Donation	Receipt	
• Thank	you	for	your	gift
Boring	email	subject	lines	»	
@StevenShattuck
https://bloomerang.co/blog/46-real-nonprofit-email-receipt-subject-lines-made-better/
• You	just	changed	a	life	
• You	just	fed	a	family	of	four	
• You	have	given	the	gift	of	hope	
• You	are	a	hero!
Impactful	email	subject	lines	»	
@StevenShattuck
https://bloomerang.co/blog/46-real-nonprofit-email-receipt-subject-lines-made-better/
• info@nonprofit.org	
• development@nonprofit.org	
• no-reply@nonprofit.org	
• finance@nonprofit.org
Destroy	all	role-based	emails	»	
@StevenShattuck
https://bloomerang.co/blog/this-overlooked-detail-is-undermining-your-nonprofits-emails/
• Segment	by	frequency/gift	amount	
• new	vs	repeat?	
• above	average	$	vs	below	average	$?	
• starting	a	monthly	commitment?	
• Arrive	within	48	hours	
• Utilize	their	communication	preference!	
• Email	(differentiate	from	receipt)	
• Snail	mail	(handwritten	note	/	signature)	
• Phone	call	(voicemails	are	just	as	good)
Formal	acknowledgement	»	
@StevenShattuck
Segment	your	acknowledgement	»
@StevenShattuck
Above	average	gift	amount
At	or	below	average	gift	amount
Phone	call Personal	letter
Email	#2Email	#1	
(upgrade/recurring)
@StevenShattuck
@StevenShattuck
https://share.vidyard.com/watch/rh6mDE1mrwLKqZChs2bPfS
@StevenShattuck
https://share.vidyard.com/watch/rh6mDE1mrwLKqZChs2bPfS
@StevenShattuck
@StevenShattuck
@StevenShattuck
@StevenShattuck
The	fast,	personal	touch	»
• first-time	donors	who	get	a	personal	thank	you	within	48	
hours	are	4x	more	likely	to	give	a	second	gift		
(McConkey-Johnston	International	UK)	
• a	thank-you	call	from	a	board	member	to	a	newly	acquired	
donor	within	24	hours	of	receiving	the	gifts	will	increase	
their	next	gift	by	39%.		
(Penelope	Burk)
http://www.guidestar.org/rxa/news/articles/2010/how-to-increase-donations-by-39-percent.aspx
@StevenShattuck
Surveys	»
@StevenShattuck
1.	“Thank	You”	page		
•	donor	satisfaction	survey	
2.	Email	confirmation	
•	donor	satisfaction	survey	
3.	Formal	acknowledgment	
•	donor	information	survey	
• 	if	new,	or	never	been	surveyed
@StevenShattuck
Key	drivers	of	donor	commitment	»
1.	Donor	perceives	organization	produces	outcomes	
2.	Donor	knows	what	to	expect	with	each	interaction	
3.	Donor	receives	a	timely	thank	you	
4.	Donor	receives	opportunities	to	make	views	known	
5.	Donor	feels	like	they’re	part	of	an	important	cause	
6.	Donor	feels	his	or	her	involvement	is	appreciated	
7.	Donor	receives	info	showing	who	is	being	helped
http://www.thedonorvoice.com/national-donor-commitment-study-and-proof-of-link-between-donor-attitudes-and-behavior/
@StevenShattuck
@StevenShattuck
• “Why	did	you	first	give?”	
• “What’s	your	connection	to	the	cause?”	
• “What	would	you	like	to	hear	from	us?”	
• “How	would	you	rate	your	experience?”	
• “Was	it	easy	to	donate?”	
• “Did	we	thank	you	appropriately?”	
• Let	them	tell	their	story!
Survey	Question	Ideas	»	
https://bloomerang.co/blog/23-questions-to-ask-donors-and-prospects/
@StevenShattuck
@StevenShattuck
• Humanize	your	automation	
• Thank	quickly	+	personally	
• Go	overboard	with	appreciation	
• Donor-centric	tone	
• Tell	how	gifts	are	used	/	will	be	used	
• Tell	them	what	comes	next	
• Solicit	feedback
Final	thoughts	»
https://bloomerang.co/resources
•Templates	
•Bloomerang	TV	
•Research
•Daily	blog	post	
•Weekly	webinars	
•eBooks/guides
@StevenShattuck
3
@StevenShattuck
https://bloomerang.co/demo/video
Questions?	
steven.shattuck@bloomerang.co	
@StevenShattuck	
Free	eBooks	»
@StevenShattuck
https://bloomerang.co/resources/guides/

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