Fundraising

Welcoming First-Time Donors: 4 Best Practices to Follow

Learn how to welcome first-time donors for your cause and build lasting relationships from the start. Encourage ongoing engagement with these tips and tricks.

From K-12 schools to colleges and universities, educational institutions often rely on generous donors to power fundraising for academic and community programming. While a significant portion of the efforts involves securing first-time gifts from these individuals, establishing long-term relationships with new supporters is just as crucial.

Why? Engaging and retaining first-time donors is essential for the sustainability and growth of any institution. An individual’s initial contribution signifies trust and interest in your mission. If nurtured properly, this engagement can lead to long-term support.

Here are four best practices to follow when welcoming first-time donors to ensure they feel valued, engaged, and inspired to continue their support:

  1. Thank first-time donors for gifts promptly.
  2. Collect employment data and other useful insights.
  3. Screen for match eligibility and encourage submissions.
  4. Provide other opportunities to get involved.

New donors can come in all shapes and sizes. Alumni join the workforce and opt to give back to their alma mater. Students join your community and bring with them familial support. Community members celebrate the value of your school with their financial contributions.

In every case, it’s important to grow these first-time supporters’ engagement with your institution, and we’re providing expert-proven tips to do so. Let’s begin!

1. Thank first-time donors for gifts in a timely manner

The first step in building a lasting relationship with any new donors is to promptly acknowledge their generosity toward your cause. Sending a timely thank you note demonstrates appreciation and respect for their contributions and allows them the peace of mind of knowing their donations made it to their intended destination.

Check out these recommended practices for successful first-time acknowledgments that set the stage for ongoing support:

Trigger a thank you message within 24 hours of receiving the donation. This can be an automated email, phone call, or text message⁠—and it should also include an official donation receipt for the individual’s own record-keeping purposes.

Incorporate personalization in your outreach. Address the donor by name and mention their specific contribution. Personal touches like these, when possible, make the thank you feel more heartfelt and genuine. Start your new supporter relationship off on the best foot possible!

Focus on the impact. Include information on how their donation will be used⁠—and the immediate impact the gift will have on your cause. This helps the donor see the tangible results of their generosity and increases the likelihood that they’ll give more in the future.

Mention matching gifts and other workplace-giving opportunities. One of the best ways to grow support and engage new and existing donors is to highlight an individual’s potential for a gift match. We recommend adding a quick blurb about matching gift opportunities in your new donor acknowledgments⁠—and then implementing dedicated matching gift outreach as well.

2. Collect employment data and other useful insights

Gathering information about your new donors can help your team tailor its data-driven communication and engagement strategies. Employment data, in particular, can be useful for understanding donor demographics and exploring corporate giving opportunities.

Fortunately, your team can gather the information in a few easy ways. These include:

Donation form fields: Add an optional field that prompts donors to supply employment information directly on your giving forms. Clearly explain how this information will be used to enhance their giving experience!

Follow-up outreach: Send follow-up emails that encourage donors to supply employment information if they haven’t already.

Email domain screening: If a donor gives to your institution using a corporate email address (e.g., janedoe@disney.com), you can likely assume they work for the company reflected in their email.

Data appends: Choose an appends service provider and supply them with a file containing existing donor information. The appending company will review the information on your donors and fill in missing employment data when available.

3. Screen for match eligibility and encourage submissions

Many companies offer matching gift programs that can double or even triple the impact of a donor’s contribution. Once you know where your new donors work, identifying those who are eligible for matching is a valuable step in maximizing the support you receive.

While you can technically take a manual approach to screening donors, we strongly recommend using a matching gift database (specifically one that integrates with your fundraising database) to reduce the operational lift.

Equipped with a user-friendly search tool, donors can uncover detailed and company-specific instructions and links to online request forms to participate⁠—and multiply the impact of their support⁠—with ease!

4. Provide other opportunities to get involved

Keeping donors engaged goes beyond financial contributions. Offering a variety of involvement opportunities can deepen their connection to your cause and encourage long-term commitment.

Here are a few ways new donors may be interested in extending their support:

  • Requesting a matching gift from their employer
  • Donating time and skills through volunteer activities (and participating in corporate VTO or volunteer grant programs!)
  • Attending an upcoming event (such as a fundraising gala or school auction)
  • Accessing exclusive opportunities, such as a behind-the-scenes tour or meet-and-greet session
  • Participating in advocacy or awareness efforts
  • Taking on a peer-to-peer fundraising role

Building a strong foundation with first-time donors ensures a steady stream of support, helping your organization grow and thrive in achieving its goals. Welcoming first-time donors with thought and care is crucial for fostering long-term support and engagement.

By promptly thanking donors, gathering useful insights, leveraging matching gift programs, and providing diverse involvement opportunities, you can create a meaningful and lasting relationship with each supporter.

Remember, a well-nurtured first-time donor has the potential to become a major supporter and lifelong advocate for your cause.

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Donors are the foundation of your university, and getting new alumni and supporters to start their donor journeys can be a challenge. Small donations from first-time donors today can eventually by grown into recurring, planned, or even major gifts down the road. Cultivate donors at each step of the giving process to captivate their interest, garner their support, and steward recurring donations. 

While your university has an obvious connection to new alumni donors, you can also connect with other new donors through a variety of channels, such as your networks of current supporters, volunteer opportunities, and community events. To reach potential donors, educate your current base about their donation’s impacts on your university and provide them with shareable content like social media graphics and forwardable email newsletters to help them reach out to their own networks. 

Alumni engagement fundraising

To help your university connect with alumni and other first time donors, this article will explore three ways you can energize your current supporters and attract new ones. Let’s get started.

Awareness Campaigns 

Awareness campaigns are a great way to reach new audiences. Try creating content that can easily be optimized for multiple platforms to spread awareness about your newest institutional projects. 

Awareness campaigns should share information about what projects your institution is working on, who it helps, what you’re doing to make a difference, and if there are other opportunities for supporters to get involved in addition to donating. Keeping donors in the loop about your ongoing initiatives will make your university more transparent. Plus, many alumni donors will likely be interested in what their former departments, professors, and friends are doing now. 

Spread the word about your ongoing projects on several communication channels. Choose your channels based on your new target audiences. For example, your university’s most recent graduates are Gen Z, who are more likely to be interested in social media platforms like TikTok and Instagram, rather than Facebook. 

Take note of how your audience responds to your messages. While each platform you leverage in a multi-channel marketing strategy can help by creating a new touch point, some may have notably higher engagement and conversion rates than others. To start, try sharing your awareness campaigns through these channels: 

  • Email newsletters
  • Social media 
  • Ambassadors 
  • Local events 
  • Virtual information panels 
  • Text
  • Direct mail

To leverage your current supporters’ networks, have your school’s ambassadors share your campaign on their social media accounts and within their personal networks. You can also reach out to high profile alumni or nonprofit influencers with large social media followings and ask if they would be willing to share your current initiatives. 

When reaching out to supporters, offer them multiple engagement opportunities. In addition to requesting donations, let them know when you have upcoming events, how they can learn more, and other activities open to supporters.

Recruit Volunteers for Your Organization 

Many of your alumni will be excited at the opportunity to give back to their university. Your alumni volunteers dedicate their time because they believe in your school and want to invest in their alma mater. Inviting new alumni volunteers to your organization can be the first step in stewarding them to eventually become donors. 

Your school should access your volunteer databases and alumni databases to see who has previously helped your organization. Take note of these volunteers and conduct prospect research to see who has the potential to give or even become a major donor. 

As alumni join your volunteer programs, continue stewarding them by regularly messaging them about other opportunities, sharing your university’s latest news, and showing your appreciation. Here are just a few ways you can show your gratitude to your alumni volunteers: 

  • Mail a thank-you letter
  • Conduct a phone call, especially with prospective major donors
  • Create social media spotlights

Your volunteers can become some of your most reliable donors, and vice versa. Use your CRM to create profiles for each supporter and note if they’ve volunteered or donated. Then, send them messages that align with how they’re currently engaging with your university, as well as a few encouraging them to try getting involved in new ways

Events 

To get new donors involved with your university, host events that are open to the public, alumni, and major donors alike. You can charge an entrance fee, but be sure the main event is not donation based when trying to secure new donors. Here are some of the best ways to make your events more inviting and appealing to new donors: 

  • Donation kiosks: This can make donating at events less overwhelming for individuals who prefer to donate discreetly. 
  • Information tables: Have volunteers talk about their experiences with potential donors to humanize your volunteer and donation process.
  • Emphasize scalable impact: Explain how every little donation counts, and highlight tangible ways that different amounts can impact your university. 

If interested individuals are unsure about donating, encourage them to sign up for your newsletter or volunteer opportunities to stay engaged with your organization. This way you can collect their data and connect with them later to begin the stewarding process. 

Your university needs new donors to continue funding your programs. To connect with alumni and community members who might be interested in giving, host a variety of opportunities to give them as many chances as possible to make that first step on their donor journeys. From there, you can begin stewarding monthly gifts and even uncover prospective major donors. 

3 Ways to Connect with First-Time Donors

Connecting with new donors can seem overwhelming if you don’t know where to start. Learn how to make the most of your network connections to inspire new donors.

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August 4, 2022

12 minutes

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Most of your higher education donor prospects, whether they're first-time supporters or long-term donors, already have an affinity for your college or university. They might root for your sports team, champion academic research on campus, or want to pave the way for continued high-quality academics. 

While many supporters are emotionally invested in your institution, they may still hesitate to support your fundraising initiatives. They may ignore your Giving Tuesday email appeals, scroll past your social media posts promoting your recurring giving program, or think, “My alma mater always does the same old thing during Homecoming Week” when they receive an invitation to your annual benefit.  

So, in order to really grab your donors’ attention, you should plan fundraisers that they’ll be excited to participate in. Of course, there’s no need to throw out the current strategies that are working for your organization, like your graduation day email stream that always boosts your progress toward your annual fundraising goal or the Parents’ Week dinner that sells out every year. But you can fine-tune your strategies so that you always plan fundraisers your donors will love! 

Giving day checklist

We’ll help you get started by covering three tips: 

  1. Learn about your audience’s preferences. 
  2. Offer easy-to-use fundraising tools. 
  3. Have your campaign culminate in a fun event. 

As you set out to improve your fundraising efforts, consider working with a fundraising consultant. These professionals bring to the table a third-party perspective and years of experience, helping to improve your fundraising strategy in ways you may not have seen.  And their work goes beyond identifying problems—a consultant can help you brainstorm and implement positive changes to your strategy, setting your organization up for sustainable success and growth. 

Let’s dive into our three tips!

1. Learn about your audience’s preferences.

To plan a fundraiser that will resonate with your audience, you need to get to know your supporters and their preferences. 

The first place to look for this information is your organization’s CRM. Review the donor profiles saved in your CRM to identify trends in your audience’s demographics and preferences. For example, you might notice that most of your donors fall within the age range of 45-60. You might use this information to create a more targeted social media marketing plan for your next campaign, leaning into Facebook over a platform that younger generations prefer, like TikTok. 

Another source of information is donors themselves! Try surveying your donors to find out what they want to see in a fundraising campaign. For instance, you might ask your donors, “Where did you hear about our fundraising campaigns?” or “Which of the events listed below are you most likely to attend?” Show your audience that you care about their opinions while gathering ideas. This will help build and maintain stronger relationships with your support.

Leveraging your CRM and surveying your audience of supporters will empower you to step into your community members’ shoes and see your fundraising efforts from their perspective. This way, you can easily plan campaigns and events that they will be excited to participate in!

2. Offer easy-to-use fundraising tools. 

Having the right fundraising tools on your side will help you set up a campaign that is quick, easy, and hassle-free. And convenience will be a major deciding factor in how your supporters feel about your campaign!

Here are some fundraising tools for your next campaign, as well as how they can be used to streamline the process for everyone involved: 

  • Online donation form: An online donation form allows donors to give to your campaign whenever they’re able. Make sure to keep the form short and to the point, only asking for necessary information. For example, essential information to collect includes the donation amount, payment details, and contact information. You can further optimize your form by adding a matching gift search tool so your donors can check their eligibility! 
  • Crowdfunding page: With a crowdfunding page, you can collect lots of small donations that add up to great results. You’ll simply set up your page on a crowdfunding platform and share the link with your supporters over email, social media, and other online platforms. 
  • Social media fundraising page: Many social media platforms now offer fundraising pages. For example, Facebook allows you to set up a fundraising page with a built-in fundraising thermometer that showcases your progress toward your goal. Because these pages are easily shareable and meet donors where they’re at, they can be extremely handy in helping you secure support. 
  • Text-to-give platform: A text-to-give platform allows your supporters to give on the go. Donors simply text a designated keyword to a specific phone number. Their text is then returned with a link to your online donation form, which they can use to contribute to your campaign. 

With each of these fundraising tools, one of your main priorities should be to brand the tool to your organization. Even if you’re using an external platform, having your institution’s brand elements present on a fundraising page or other donation tool is imperative. Doing so can reinforce for your supporters exactly why they’re giving and can help establish professionalism and credibility with your audience.

3. Have your campaign culminate in a fun event.

One of the best things about fundraising for a college or university is the tight-knit community that your organization gets to interact with each and every day. So, why not level up your next fundraiser by having your campaign culminate in a fun event, where people who love your school can gather together and mingle? 

There are hundreds of options out there for fun end-of-campaign events. Here are a few of our favorites: 

  • Walk-a-thon: According to Donorly, Walk-a-thon events are the perfect way to conclude fundraisers like peer-to-peer campaigns. This is because these events lend themselves well to pledges prior to the walk itself and they act as marketing for the event. For example, someone might secure a $5 pledge for every mile walked. After they walk 10 miles at the event, the person who pledged that amount would donate $50 to your college or university
  • An evening of entertainment: For an evening of entertainment, recruit your school’s performing arts students to put on a showcase for your supporters. You can celebrate the end of a special campaign with an evening of music, dancing, and refreshments. 
  • Meet-and-greet: Your supporters would love the chance to meet some of your star athletes or history-making researchers on campus. Set up a meet-and-greet and invite supporters who donate to your campaign to come and introduce themselves, get to know their favorite campus celebrities, and take pictures. 

Events like these can bring your community closer and help your supporters create lasting memories that they associate with your institution. To make your event a success, make sure to start planning early. You’ll need to secure venues, arrange catering, and recruit volunteers to make sure everything runs smoothly on the big day!

By using these tips, you can polish your college or university’s approach to fundraising and plan campaigns that your donors will love. As you do, remember to focus on building lasting relationships with your supporters. Show them that you appreciate and value them, and that you’re working to make sure your efforts resonate with them and what they love about your school. Good luck! 

Plan a Fundraiser Donors Will Love: 3 Tips

To be a successful higher education fundraiser, you’ll need to keep your donors in mind. In this guide, you’ll learn how to plan a fundraiser donors will love.

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November 21, 2022

12 minutes

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Your university likely often brainstorms new fundraising ideas to engage alumni, from Giving Tuesdays to tele-a-thons. However, one of the most effective ways to earn alumni support is to demonstrate your appreciation before pitching for a donation. 

According to NPO Info’s charitable giving statistics report, alumni are an important donor group for higher education institutions, contributing approximately 26% of all gifts to colleges and universities.

Theoretically, your university should see a regular increase in alumni giving year after year as each class graduates and enters the workforce. 

However, universities will only be able to set themselves up for this growing support if they take the proper steps to retain their alumni donors. To help your university improve your alumni donor appreciation strategy and increase fundraising, this article will explore how to:

  1. Send personalized messages. 
  2. Send custom merchandise. 
  3. Host alumni events. 

When reaching out to current and potential alumni donors, keep in mind that just because an alumni isn’t able to give now, doesn’t mean they won’t be able to in the future. Keeping these relationships strong long-term can be well worth the effort.

1. Send personalized messages

Each of your alumni had a unique experience at your university, making life-long connections with professors, faculty, and fellow students. Show them that they are still an important part of this community by reaching out to them with personalized messages.

Basic personalization includes doing small things like addressing your alumni by name. But you can go a step further and create messages that will truly capture their attention by:

  • Creating segmented messaging lists: While there are some emails you may want to send to all of your alumni, such as a monthly newsletter, you can create more personalized messaging experiences for alumni through segmentation strategies. For example, try dividing your alumni donors based on graduation year, donation history, and even major
  • Getting your current students and other alumni involved: Messages from universities often feel more personal when they come from another student rather than a faculty member. Consider employing some of your current students to share their stories and send messages to alumni. Or, consider reaching out to current alumni volunteers too and have them get in touch with their peers to fundraise for your university and connect with their old classmates at the same time. 
  • Sharing their impact: Your alumni want to know that your university continues to improve and give current students an even better experience than when they attended. When reaching out to alumni about donating, share stories about how the campus has improved. 

Personalized messages strengthen your donation requests and show your alumni that your university acknowledges and appreciates their support. Additionally, be sure to reach out to alumni volunteers to thank them for their efforts. This will help secure their support long-term, and may even lead to future donations as volunteers can often turn into donors. 

2. Send custom merchandise

Chances are that you or someone (or many people) you know still have school spirit for their alma mater, even decades later. You can help your alumni continue to represent their school years after graduation with custom merchandise with your university’s name and logo. 

Of course, your university likely already has an on-campus store where visiting alumni can pick up merchandise. However, you can give them more options by creating an online storefront or even sending merchandise in the mail as a thank-you for donating. 

When it comes to creating custom merchandise, you can stick to old classic designs or mix things up to create apparel that plays with your university’s branding in a unique way to make items that are stylish and maybe a bit out of the box, but still unquestionably represent your university. For example, try playing with the color and even the overall style of items to create something eye-catching. 

You can also create merchandise lines exclusively for alumni who donate or volunteer. This can make alumni feel not just appreciated, but that they are members of an exclusive group powering their school’s success.

3. Host alumni events

Although with time, your alumni will move on with new friends, coworkers, and raising families, many of them will likely enjoy reconnecting with old college friends and professors, revisiting campus, and reliving the time spent at their alma mater. Alumni events provide the opportunity for them to do just that and are an impactful way to show that their alma mater still considers them to be a valuable member. 

You can gather your alumni together to show your appreciation and garner support with events like:

  • Galas and mixers: Chances are that most of your alumni will primarily want to attend events not to participate in any specific activity but to socialize with old classmates and professors. Formal galas give them the opportunity to meet up with one another. You can also host a more informal mixer to create an environment where alumni who may not have met before can break the ice and get to know each other. 
  • Talks and presentations: One of your university’s greatest assets is your academic excellence and network of experts and professionals at the top of their fields. While many of your alumni may work in different industries than their major, many will still likely be interested in the same subjects they studied and be interested in attending a talk or presentation about new research in their fields of interest. 
  • Virtual events: While some of your alumni may have stayed close to campus, others likely moved far across or even outside the country. You can maintain these connections by hosting a variety of virtual and hybrid events throughout the year. 

To host an alumni event, use your alumni management tools to identify alumni you would like to invite, create personalized invitations, and track how your event turned out. After each event, follow up with alumni to thank them for attending and create a communication stream to strengthen your relationship and encourage them to make a contribution in the future. 

Your alumni will have a connection to your school forever, and you can transform those feelings into lasting support with the right appreciation strategies. Show donors that their contributions matter by reaching out to them with custom messages, providing them with custom merchandise, and bringing them back to your university with numerous events. Good luck!

3 Alumni Donor Appreciation Ideas to Inspire Lasting Support

To help your university improve your alumni appreciation strategy and increase fundraising, send personalized messages, custom merchandise, and host alumni events.

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June 30, 2022

12 minutes

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