15. 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/
22. • 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
45. 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
46. 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
68. • 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
70. • 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
75. • 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/
87. • 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/
89. • 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
92. • 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” »
105. @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 »
107. 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/
115. • 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
122. • 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
132. • 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/
133. • 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/
135. • 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
149. • “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