SlideShare a Scribd company logo
Donor Loyalty:

The Holy Grail of Fundraising

               Part I




                           E W
                 VI
      R        E     Analysis by Tom Belford


    PRecommendations by Roger Craver


                                          March 2009




     A Continuing Series on Donor Attitudes and Behavior

                     Powered by Data from DonorTrends
Donor Loyalty: The Holy Grail of Fundraising                                                                                                Part I



     In our DonorTrends 2005 White Paper, “Donor Loyalty: The Holy Grail of
     Fundraising”, we concluded:

     “There would appear to be a solid 60-70% of donors who simply are not on
     the informational – let alone emotional – path to loyalty. Overall, the data
     suggest a profile where about one-third of donors show a propensity toward
     loyalty, one-third show little inclination to bond, and one-third sit
     somewhere in the middle. If this is accurate, an overall retention rate of
     70% or more per year represents significant accomplishment.”

     Where do we stand two years later?


     Professed Loyalty




                                                                                        W
     As we said two years ago, the good news is that many donors claim to be –
     and maybe want to be – loyal donors.




                                                              I                       E
     In our DT08 survey, fully 70% of respondents claim “High Loyalty” to a
     cause or charity they support. This compares quite favorably to other




                                                             V
     products, services and relationships where “High Loyalty” is asserted:




                                                           E
                                            My doctor                                         64%




                                     R
                                            A TV show                                         57%
                                            My current employer                               55%




                                   P
                                            A sports team                                     52%
                                            My primary source of news                         51%
                                            A beer or soft drink                              48%
                                            A political party                                 44%
                                            My make of automobile                             43%
                                            My telephone service                              37%


     And as we have seen in the past, professed loyalty to causes and charities
     increases among those we term “Platinum donors” (i.e., those contributing
     more than $1,000 per year in total to causes and charities). Fully 80% of
     Platinum donors indicate High Loyalty, with half rating themselves at the
     “Very Loyal” level.

     We see a corresponding level of loyalty reported when we ask more directly
     about giving behavior:



     © 2008-2009 The Agitator and DonorTrends. All rights reserved.                                                                     2
     A single copy of this material may be reprinted for noncommercial, personal use only. For options and permission for using these
     materials please contact SubscriberCare@theAgitator.net
Donor Loyalty: The Holy Grail of Fundraising                                                                                                 Part I



     Percent that agree with the following statements …

                                            Total     Total      Seniors       Boomers        Newbies        Platinum       Online          Offline
                                            DT05      DT08
     I have contributed to
     my favorite charity for                58%        70%         74%           75%            62%             84%          67%            73%
     more than two years
     I contribute to a few
     favored charities or                   48%        58%         66%           58%            53%             69%
                                                                                                                             56%            59%
     advocacy groups year
     after year

     As the table indicates:

               •    Reported loyal giving is significantly higher amongst our 2008
                    respondents




                                                                                        W
               •    Loyal giving increases with age
               •    Platinum donors are by far the most loyal donors, and as we will




                                                                                      E
                    see below, this translates into higher levels of “missionary” work for




                                                              I
                    the causes they support.




                                                             V
               •    No significant difference between online and offline donors.




                                                           E
     For many donors, some sort of “comfortability’ with a charity does develop,
     if not deep loyalty. By contrast, very few donors confess to “impulse” giving




                                     R
     or “shopping around” for different charities to support.




                                   P
     Percent that agree with the following statements …

                                                             Total     Total      Seniors      Boomers         Newbies        Platinum
                                                             DT05      DT08
       I tend to donate on impulse,
       when I hear about an issue that                       24%       25%         12%            26%            29%            20%
       bothers me or seems especially
       urgent
       I “shop around” for charities or
       advocacy groups as my                                  8%       11%          7%             9%            14%            14%
       interests change

     So, it would appear that five or six-out-of-ten donors perceive themselves to
     be steady supporters of their favored charities and causes. This suggests
     that they make a conscious effort to focus their giving, implying an ability
     and inclination to discriminate among groups and stick with a few that pass
     some reasoned or emotional test.

     Is that what is happening? Consider these further responses.
     © 2008-2009 The Agitator and DonorTrends. All rights reserved.                                                                     3
     A single copy of this material may be reprinted for noncommercial, personal use only. For options and permission for using these
     materials please contact SubscriberCare@theAgitator.net

More Related Content

What's hot

If You DonorLove Someone, Set Them Free
If You DonorLove Someone, Set Them FreeIf You DonorLove Someone, Set Them Free
If You DonorLove Someone, Set Them Free
Damian O'Broin
 
Counting Revocable Planned Gifts in Fundraising - Return from Fantasy Island
Counting Revocable Planned Gifts in Fundraising - Return from Fantasy IslandCounting Revocable Planned Gifts in Fundraising - Return from Fantasy Island
Counting Revocable Planned Gifts in Fundraising - Return from Fantasy Island
Russell James
 
Development plan
Development planDevelopment plan
Development plan
loaves
 
Accelerate Your Acquisition: How to Rise Above the Noise and Activate the Don...
Accelerate Your Acquisition: How to Rise Above the Noise and Activate the Don...Accelerate Your Acquisition: How to Rise Above the Noise and Activate the Don...
Accelerate Your Acquisition: How to Rise Above the Noise and Activate the Don...
Pursuant
 
Planned Giving Myths
Planned Giving MythsPlanned Giving Myths
Planned Giving Myths
Russell James
 
Funny money may (double page spread)
Funny money may (double page spread)Funny money may (double page spread)
Funny money may (double page spread)
Cowry Consulting
 
Charitable Bequest Demographics
Charitable Bequest DemographicsCharitable Bequest Demographics
Charitable Bequest Demographics
Russell James
 
Planned Giving Overview
Planned Giving OverviewPlanned Giving Overview
Planned Giving Overview
Russell James
 
Online Gambling.
Online Gambling.Online Gambling.
Online Gambling.
daniel choi
 
Charitable Gift Annuities
Charitable Gift AnnuitiesCharitable Gift Annuities
Charitable Gift Annuities
Russell James
 
Gambling powerpoint
Gambling powerpointGambling powerpoint
Gambling powerpoint
bdimiceli
 
Funny Money
Funny MoneyFunny Money
Funny Money
Cowry Consulting
 
Top 10 charitable planning strategies for financial advisors
Top 10 charitable planning strategies for financial advisorsTop 10 charitable planning strategies for financial advisors
Top 10 charitable planning strategies for financial advisors
Russell James
 
From Awkward to Awesome: The Beginner’s Guide to Building Relationships with ...
From Awkward to Awesome: The Beginner’s Guide to Building Relationships with ...From Awkward to Awesome: The Beginner’s Guide to Building Relationships with ...
From Awkward to Awesome: The Beginner’s Guide to Building Relationships with ...
Sandy Rees
 
Legacy Breakfast Seminar 021209
Legacy Breakfast Seminar 021209Legacy Breakfast Seminar 021209
Legacy Breakfast Seminar 021209
GOOD Agency
 

What's hot (15)

If You DonorLove Someone, Set Them Free
If You DonorLove Someone, Set Them FreeIf You DonorLove Someone, Set Them Free
If You DonorLove Someone, Set Them Free
 
Counting Revocable Planned Gifts in Fundraising - Return from Fantasy Island
Counting Revocable Planned Gifts in Fundraising - Return from Fantasy IslandCounting Revocable Planned Gifts in Fundraising - Return from Fantasy Island
Counting Revocable Planned Gifts in Fundraising - Return from Fantasy Island
 
Development plan
Development planDevelopment plan
Development plan
 
Accelerate Your Acquisition: How to Rise Above the Noise and Activate the Don...
Accelerate Your Acquisition: How to Rise Above the Noise and Activate the Don...Accelerate Your Acquisition: How to Rise Above the Noise and Activate the Don...
Accelerate Your Acquisition: How to Rise Above the Noise and Activate the Don...
 
Planned Giving Myths
Planned Giving MythsPlanned Giving Myths
Planned Giving Myths
 
Funny money may (double page spread)
Funny money may (double page spread)Funny money may (double page spread)
Funny money may (double page spread)
 
Charitable Bequest Demographics
Charitable Bequest DemographicsCharitable Bequest Demographics
Charitable Bequest Demographics
 
Planned Giving Overview
Planned Giving OverviewPlanned Giving Overview
Planned Giving Overview
 
Online Gambling.
Online Gambling.Online Gambling.
Online Gambling.
 
Charitable Gift Annuities
Charitable Gift AnnuitiesCharitable Gift Annuities
Charitable Gift Annuities
 
Gambling powerpoint
Gambling powerpointGambling powerpoint
Gambling powerpoint
 
Funny Money
Funny MoneyFunny Money
Funny Money
 
Top 10 charitable planning strategies for financial advisors
Top 10 charitable planning strategies for financial advisorsTop 10 charitable planning strategies for financial advisors
Top 10 charitable planning strategies for financial advisors
 
From Awkward to Awesome: The Beginner’s Guide to Building Relationships with ...
From Awkward to Awesome: The Beginner’s Guide to Building Relationships with ...From Awkward to Awesome: The Beginner’s Guide to Building Relationships with ...
From Awkward to Awesome: The Beginner’s Guide to Building Relationships with ...
 
Legacy Breakfast Seminar 021209
Legacy Breakfast Seminar 021209Legacy Breakfast Seminar 021209
Legacy Breakfast Seminar 021209
 

Viewers also liked

системное_мышление_в_ управлении продажами
системное_мышление_в_ управлении продажамисистемное_мышление_в_ управлении продажами
системное_мышление_в_ управлении продажамиСтанислав Изюмов
 
Eduwatch, Andrea Olivas
Eduwatch, Andrea OlivasEduwatch, Andrea Olivas
Eduwatch, Andrea Olivas
aolivas61590
 
2011-03-10 Mededelingen Bestuur
2011-03-10 Mededelingen Bestuur2011-03-10 Mededelingen Bestuur
2011-03-10 Mededelingen Bestuur
ovpn
 
Actividades de contextualización
Actividades de contextualizaciónActividades de contextualización
Actividades de contextualización
Pedro Guamán Jaramillo
 
Workshop Social Media: Strategie, Laat jij je bedrijf op z'n kop zetten ?
Workshop Social Media: Strategie, Laat jij je bedrijf op z'n kop zetten ?Workshop Social Media: Strategie, Laat jij je bedrijf op z'n kop zetten ?
Workshop Social Media: Strategie, Laat jij je bedrijf op z'n kop zetten ?
ovpn
 
The eye
The eyeThe eye
The eye
SVAS123
 
Behaviorism and technology
Behaviorism and technologyBehaviorism and technology
Behaviorism and technology
vdevincenzi
 
Простые инструменты для перезапуска бизнеса
Простые инструменты для перезапуска бизнесаПростые инструменты для перезапуска бизнеса
Простые инструменты для перезапуска бизнеса
Станислав Изюмов
 

Viewers also liked (8)

системное_мышление_в_ управлении продажами
системное_мышление_в_ управлении продажамисистемное_мышление_в_ управлении продажами
системное_мышление_в_ управлении продажами
 
Eduwatch, Andrea Olivas
Eduwatch, Andrea OlivasEduwatch, Andrea Olivas
Eduwatch, Andrea Olivas
 
2011-03-10 Mededelingen Bestuur
2011-03-10 Mededelingen Bestuur2011-03-10 Mededelingen Bestuur
2011-03-10 Mededelingen Bestuur
 
Actividades de contextualización
Actividades de contextualizaciónActividades de contextualización
Actividades de contextualización
 
Workshop Social Media: Strategie, Laat jij je bedrijf op z'n kop zetten ?
Workshop Social Media: Strategie, Laat jij je bedrijf op z'n kop zetten ?Workshop Social Media: Strategie, Laat jij je bedrijf op z'n kop zetten ?
Workshop Social Media: Strategie, Laat jij je bedrijf op z'n kop zetten ?
 
The eye
The eyeThe eye
The eye
 
Behaviorism and technology
Behaviorism and technologyBehaviorism and technology
Behaviorism and technology
 
Простые инструменты для перезапуска бизнеса
Простые инструменты для перезапуска бизнесаПростые инструменты для перезапуска бизнеса
Простые инструменты для перезапуска бизнеса
 

Similar to Donor loyaltypreview

Successful legacy fundraising adrian sargeant1
Successful legacy fundraising   adrian sargeant1Successful legacy fundraising   adrian sargeant1
Successful legacy fundraising adrian sargeant1
iof_events
 
Sqeezing Blood From A Turnip: Fundraising in Tough Times
Sqeezing Blood From A Turnip: Fundraising in Tough TimesSqeezing Blood From A Turnip: Fundraising in Tough Times
Sqeezing Blood From A Turnip: Fundraising in Tough Times
Robert Croft
 
NRB Research Symposium - Dirk Rinker
NRB Research Symposium - Dirk RinkerNRB Research Symposium - Dirk Rinker
NRB Research Symposium - Dirk Rinker
robertmcfarland
 
WEBINAR: Planned Giving on One Hour Per Week
WEBINAR: Planned Giving on One Hour Per WeekWEBINAR: Planned Giving on One Hour Per Week
WEBINAR: Planned Giving on One Hour Per Week
The Saint Paul Foundation and Minnesota Community Foundation
 
Dyer ppoint
Dyer ppointDyer ppoint
Dyer ppoint
Cheryl White
 
Donor Care in the Downturn
Donor Care in the DownturnDonor Care in the Downturn
Donor Care in the Downturn
Damian O'Broin
 
14 Ways to Share Results with Donors
14 Ways to Share Results with Donors14 Ways to Share Results with Donors
14 Ways to Share Results with Donors
Kivi Leroux Miller
 
Turn Your World Upside Down: Your Constituents at the Center Of Your Universe
Turn Your World Upside Down: Your Constituents at the Center Of Your UniverseTurn Your World Upside Down: Your Constituents at the Center Of Your Universe
Turn Your World Upside Down: Your Constituents at the Center Of Your Universe
Banafsheh Ghassemi
 
Leave a legacy ad 3c2
Leave a legacy ad 3c2Leave a legacy ad 3c2
6 Simple Breakthrough Ideas for your next Pledge Event
6 Simple Breakthrough Ideas for your next Pledge Event6 Simple Breakthrough Ideas for your next Pledge Event
6 Simple Breakthrough Ideas for your next Pledge Event
Paul Onge
 
Strategies for Renewing First Time Donor Support
Strategies for Renewing First Time Donor SupportStrategies for Renewing First Time Donor Support
Strategies for Renewing First Time Donor Support
CanadaHelps / MyCharityConnects
 
CCVS AGM 23 MF presentation.pdf
CCVS AGM 23 MF presentation.pdfCCVS AGM 23 MF presentation.pdf
CCVS AGM 23 MF presentation.pdf
Cambridge Council for Voluntary Service
 
Get Ready For Planned Giving May 2008
Get Ready For Planned Giving May 2008Get Ready For Planned Giving May 2008
Get Ready For Planned Giving May 2008
JaredBHughes
 
Resuscitating Your Budget: Moving Donors to Give
Resuscitating Your Budget: Moving Donors to GiveResuscitating Your Budget: Moving Donors to Give
Resuscitating Your Budget: Moving Donors to Give
Robert Croft
 
What role does PR have in addressing the charity trust shortfall? PR in the d...
What role does PR have in addressing the charity trust shortfall? PR in the d...What role does PR have in addressing the charity trust shortfall? PR in the d...
What role does PR have in addressing the charity trust shortfall? PR in the d...
CharityComms
 
Recruit more Donors and Volunteers for your Nonprofit
Recruit more Donors and Volunteers for your NonprofitRecruit more Donors and Volunteers for your Nonprofit
Recruit more Donors and Volunteers for your Nonprofit
GuideStar
 
Great Nonprofits Webinar
Great Nonprofits WebinarGreat Nonprofits Webinar
Great Nonprofits Webinar
Victoria Nadal
 
Austin: Chive Charities: Changing the Giving Paradigm and Finding Growth in 2020
Austin: Chive Charities: Changing the Giving Paradigm and Finding Growth in 2020Austin: Chive Charities: Changing the Giving Paradigm and Finding Growth in 2020
Austin: Chive Charities: Changing the Giving Paradigm and Finding Growth in 2020
TechSoup
 
Back to Basics: 3 Principles to Acquire, Retain, and Upgrade Your Donors
Back to Basics: 3 Principles to Acquire, Retain, and Upgrade Your DonorsBack to Basics: 3 Principles to Acquire, Retain, and Upgrade Your Donors
Back to Basics: 3 Principles to Acquire, Retain, and Upgrade Your Donors
Blackbaud
 
6 Trends
6 Trends6 Trends
6 Trends
Katya Andresen
 

Similar to Donor loyaltypreview (20)

Successful legacy fundraising adrian sargeant1
Successful legacy fundraising   adrian sargeant1Successful legacy fundraising   adrian sargeant1
Successful legacy fundraising adrian sargeant1
 
Sqeezing Blood From A Turnip: Fundraising in Tough Times
Sqeezing Blood From A Turnip: Fundraising in Tough TimesSqeezing Blood From A Turnip: Fundraising in Tough Times
Sqeezing Blood From A Turnip: Fundraising in Tough Times
 
NRB Research Symposium - Dirk Rinker
NRB Research Symposium - Dirk RinkerNRB Research Symposium - Dirk Rinker
NRB Research Symposium - Dirk Rinker
 
WEBINAR: Planned Giving on One Hour Per Week
WEBINAR: Planned Giving on One Hour Per WeekWEBINAR: Planned Giving on One Hour Per Week
WEBINAR: Planned Giving on One Hour Per Week
 
Dyer ppoint
Dyer ppointDyer ppoint
Dyer ppoint
 
Donor Care in the Downturn
Donor Care in the DownturnDonor Care in the Downturn
Donor Care in the Downturn
 
14 Ways to Share Results with Donors
14 Ways to Share Results with Donors14 Ways to Share Results with Donors
14 Ways to Share Results with Donors
 
Turn Your World Upside Down: Your Constituents at the Center Of Your Universe
Turn Your World Upside Down: Your Constituents at the Center Of Your UniverseTurn Your World Upside Down: Your Constituents at the Center Of Your Universe
Turn Your World Upside Down: Your Constituents at the Center Of Your Universe
 
Leave a legacy ad 3c2
Leave a legacy ad 3c2Leave a legacy ad 3c2
Leave a legacy ad 3c2
 
6 Simple Breakthrough Ideas for your next Pledge Event
6 Simple Breakthrough Ideas for your next Pledge Event6 Simple Breakthrough Ideas for your next Pledge Event
6 Simple Breakthrough Ideas for your next Pledge Event
 
Strategies for Renewing First Time Donor Support
Strategies for Renewing First Time Donor SupportStrategies for Renewing First Time Donor Support
Strategies for Renewing First Time Donor Support
 
CCVS AGM 23 MF presentation.pdf
CCVS AGM 23 MF presentation.pdfCCVS AGM 23 MF presentation.pdf
CCVS AGM 23 MF presentation.pdf
 
Get Ready For Planned Giving May 2008
Get Ready For Planned Giving May 2008Get Ready For Planned Giving May 2008
Get Ready For Planned Giving May 2008
 
Resuscitating Your Budget: Moving Donors to Give
Resuscitating Your Budget: Moving Donors to GiveResuscitating Your Budget: Moving Donors to Give
Resuscitating Your Budget: Moving Donors to Give
 
What role does PR have in addressing the charity trust shortfall? PR in the d...
What role does PR have in addressing the charity trust shortfall? PR in the d...What role does PR have in addressing the charity trust shortfall? PR in the d...
What role does PR have in addressing the charity trust shortfall? PR in the d...
 
Recruit more Donors and Volunteers for your Nonprofit
Recruit more Donors and Volunteers for your NonprofitRecruit more Donors and Volunteers for your Nonprofit
Recruit more Donors and Volunteers for your Nonprofit
 
Great Nonprofits Webinar
Great Nonprofits WebinarGreat Nonprofits Webinar
Great Nonprofits Webinar
 
Austin: Chive Charities: Changing the Giving Paradigm and Finding Growth in 2020
Austin: Chive Charities: Changing the Giving Paradigm and Finding Growth in 2020Austin: Chive Charities: Changing the Giving Paradigm and Finding Growth in 2020
Austin: Chive Charities: Changing the Giving Paradigm and Finding Growth in 2020
 
Back to Basics: 3 Principles to Acquire, Retain, and Upgrade Your Donors
Back to Basics: 3 Principles to Acquire, Retain, and Upgrade Your DonorsBack to Basics: 3 Principles to Acquire, Retain, and Upgrade Your Donors
Back to Basics: 3 Principles to Acquire, Retain, and Upgrade Your Donors
 
6 Trends
6 Trends6 Trends
6 Trends
 

Donor loyaltypreview

  • 1. Donor Loyalty: The Holy Grail of Fundraising Part I E W VI R E Analysis by Tom Belford PRecommendations by Roger Craver March 2009 A Continuing Series on Donor Attitudes and Behavior Powered by Data from DonorTrends
  • 2. Donor Loyalty: The Holy Grail of Fundraising Part I In our DonorTrends 2005 White Paper, “Donor Loyalty: The Holy Grail of Fundraising”, we concluded: “There would appear to be a solid 60-70% of donors who simply are not on the informational – let alone emotional – path to loyalty. Overall, the data suggest a profile where about one-third of donors show a propensity toward loyalty, one-third show little inclination to bond, and one-third sit somewhere in the middle. If this is accurate, an overall retention rate of 70% or more per year represents significant accomplishment.” Where do we stand two years later? Professed Loyalty W As we said two years ago, the good news is that many donors claim to be – and maybe want to be – loyal donors. I E In our DT08 survey, fully 70% of respondents claim “High Loyalty” to a cause or charity they support. This compares quite favorably to other V products, services and relationships where “High Loyalty” is asserted: E My doctor 64% R A TV show 57% My current employer 55% P A sports team 52% My primary source of news 51% A beer or soft drink 48% A political party 44% My make of automobile 43% My telephone service 37% And as we have seen in the past, professed loyalty to causes and charities increases among those we term “Platinum donors” (i.e., those contributing more than $1,000 per year in total to causes and charities). Fully 80% of Platinum donors indicate High Loyalty, with half rating themselves at the “Very Loyal” level. We see a corresponding level of loyalty reported when we ask more directly about giving behavior: © 2008-2009 The Agitator and DonorTrends. All rights reserved. 2 A single copy of this material may be reprinted for noncommercial, personal use only. For options and permission for using these materials please contact SubscriberCare@theAgitator.net
  • 3. Donor Loyalty: The Holy Grail of Fundraising Part I Percent that agree with the following statements … Total Total Seniors Boomers Newbies Platinum Online Offline DT05 DT08 I have contributed to my favorite charity for 58% 70% 74% 75% 62% 84% 67% 73% more than two years I contribute to a few favored charities or 48% 58% 66% 58% 53% 69% 56% 59% advocacy groups year after year As the table indicates: • Reported loyal giving is significantly higher amongst our 2008 respondents W • Loyal giving increases with age • Platinum donors are by far the most loyal donors, and as we will E see below, this translates into higher levels of “missionary” work for I the causes they support. V • No significant difference between online and offline donors. E For many donors, some sort of “comfortability’ with a charity does develop, if not deep loyalty. By contrast, very few donors confess to “impulse” giving R or “shopping around” for different charities to support. P Percent that agree with the following statements … Total Total Seniors Boomers Newbies Platinum DT05 DT08 I tend to donate on impulse, when I hear about an issue that 24% 25% 12% 26% 29% 20% bothers me or seems especially urgent I “shop around” for charities or advocacy groups as my 8% 11% 7% 9% 14% 14% interests change So, it would appear that five or six-out-of-ten donors perceive themselves to be steady supporters of their favored charities and causes. This suggests that they make a conscious effort to focus their giving, implying an ability and inclination to discriminate among groups and stick with a few that pass some reasoned or emotional test. Is that what is happening? Consider these further responses. © 2008-2009 The Agitator and DonorTrends. All rights reserved. 3 A single copy of this material may be reprinted for noncommercial, personal use only. For options and permission for using these materials please contact SubscriberCare@theAgitator.net