Developing Donor Relationships: Top 5 Best Practices

Nonprofits tend to have a bad habit of viewing their donors like piggy banks or ATMs, reaching out to them only when the organization needs funding for their newest project or impending shortfall. 

While your donors are happy to help a good cause, in order to advance your mission through effective funding, you need to take your interactions with donors to the next level by building relationships. This is especially important during the age of COVID-19. 

Continuing to show your supporters during difficult times (especially during economic hardship where they may not be able to contribute) that you still care about their well-being shows that you’re willing to stick by supporters’ sides through thick and thin. It’s the opposite of treating them like a personal piggy bank. They’re more likely to stick by your organization’s side for the long-haul in return. 

Why is it important to develop relationships? 

Developing relationships with your donors is the first step to enhancing your long-term fundraising strategy. 

Having a relationship with supporters will help you cultivate lower-level supporters for higher giving levels, show your appreciation for support, and collect feedback about your services. 

But how do you start this process? We’ve compiled our top five tips to developing relationships with your nonprofit’s supporters. These tips include:

  1. Get donors involved with organizational activities. 
  2. Keep track of key donor metrics. 
  3. Ask your donors for their advice. 
  4. Don’t always ask for money. 
  5. Keep interactions personal. 

The first step to developing effective relationships is investing in a donor database designed for enhancing engagement. This will help you compile a donor-centric strategy from the outset of your interactions with supporters. From there, you can dive deeper into our strategies for relationship development.

1. Get donors involved in organizational activities. 

Getting donors involved with the various activities and opportunities your nonprofit offers is our first tip to develop healthy relationships. It’s hard to build a relationship with an organization that supporters only interact with online. You miss out on heartfelt human interaction. 

That’s why it’s important to encourage this human connection as much as possible. Donors should meet your key nonprofit players, such as your major gift officer, volunteers, board members, and executives. 

To create these opportunities, we recommend that your nonprofit try the following strategies: 

  • Provide volunteer opportunities. Supporters are more likely to feel connected to your cause when they get to see it up close. Leveraging volunteer opportunities creates strong connections as supporters meet other passionate staff and volunteers. Plus, you’re accomplishing goals for your mission. 
  • Invite supporters to events. Pre-coronavirus events provided in-person opportunities to meet your team while everyone gathered together for a fun experience. Now, virtual events are all the rage! Your nonprofit can create these personal experiences and engage your supporters while they tune in from the comfort of their homes. 
  • Create engaging conversations. Simply talking to your donors is a great way to get them involved with your organization and help them feel more connected. We recommend calling your supporters so that they have a personal interaction and back-and-forth conversation with your team members. Ask for feedback, invite them to participate in virtual events, or simply inquire about their well-being in these conversations. 

Make sure to keep track of your interactions with your supporters to help guide future communications. In order to do this, you’ll need access to a comprehensive donor database. You should be able to build out donor profiles with information about their event participation, donations, volunteer hours, feedback provided, and any and all communications. This will help guide communications and opportunities promoted in the future. 

2. Keep track of key donor metrics. 

As much as we wish we could provide the same level of attention to each and every one of our donors, many times we must prioritize. There’s just not enough time in the day to frequently engage in one-on-one conversations with every single supporter of your organization. 

That doesn’t mean your engagement strategy shouldn’t incorporate outreach to every one of your supporters. Your mid-tier and major donors may simply demand more of your attention and virtual face-time than lower-level donors.

To understand who your top-priority donors are, you need access to some key donor metrics. For instance, you may look at data in a donor’s profile to indicate metrics like: 

  • Donation growth. Look to see how a supporter’s engagement has changed with your organization over time. Has their donation amount increased as they’ve gotten more involved?
  • Engagement score. Some donor database software will provide an engagement score for each supporter, which takes into account their frequency of engagement, latest interaction, and more to show how involved they are with your nonprofit. 
  • Generosity score. A generosity score is calculated using prospect research. It provides an indication of the gift level a donor could reach based on wealth metrics like stock holdings, real estate, and business affiliations.
  • Average gift size. While the generosity score is great to measure prospective donations, you should also be sure to look at the current average giving level to better understand where they are in their giving now. 
  • Gift frequency. Even if a donor is only giving you $5 or $10, the fact that they are doing so multiple times a year, or even monthly as a part of a recurring donation program, is a stronger engagement metric than a single annual gift of an equal amount.

Keep in mind that your lower-level donors now might have more capacity to give in the future. Therefore, they shouldn’t feel forgotten. Set up engaging email campaigns and invite them to engaging, community-wide virtual events to keep them involved with your initiatives. 

Be sure to also conduct prospect research about your supporters. This will provide additional information that you can use to identify high-priority donors with great affinity to give. If you’re interested in learning more about research analytics that indicate a donor’s affinity to give, check out this guide

3. Ask your donors for their advice.

Donors give to nonprofits because they value the work that the nonprofit does. However, you can’t expect this value to be one-sided. Just as your donors value your nonprofit, you need to show that you also value your supporters. 

One key way to show that you value the input and opinions of your supporters is to ask for their advice and feedback. 

This helps supporters get involved on another level because they have a say in the internal operations of your organization.

Plus, you may have supporters with skills that will fill some gaps in your nonprofit’s strategy. Consider the following examples: 

  • If your donors have ample marketing experience, they may be able to provide advice about your nonprofit’s outreach campaigns. Just be sure to maintain your brand in these campaigns.
  • Maybe you have some tech-minded supporters who can help you revise and improve your website design for better visitor engagement. 
  • Donors may work as writers or designers, in which case you may recruit them to donate some time helping you edit promotional materials and communications for your nonprofit. 

Discover details like this in conversation with your supporters or by analyzing their business affiliations. When you learn about this supporter information, be sure to save the data in the donor profiles in your nonprofit’s CRM.

If you’re looking for fundraising software that goes past raising money and will help guide your nonprofit through this key information, check out this buyer’s guide by Bloomerang

4. Don’t always ask for money. 

When nonprofits consider their interactions with supporters, they frequently only think about the last time they asked for money. Asking for donations over and over again may exhaust your donors. 

When you’re reaching out to your supporters and really focusing on building relationships, you’ll have other goals for conversation besides just asking for more and more money.

Get creative with the types of communication you send to donors. For instance, you might choose to send messages about:

  • Success stories. Tell those who give to your nonprofit about the impact their involvement has made for others. Success stories appeal to the emotional connection supporters have with your nonprofit. 
  • Advocacy opportunities. Ask for a different type of involvement. By signing a petition or participating in a click-to-call campaign, your supporters are helping your nonprofit without dipping into their wallets. For a guide on advocacy, check out Double the Donation’s resource.
  • Relevant news. If there’s something in the news that directly pertains to your nonprofit’s mission, tell supporters about it! Make sure they feel good about supporting a nonprofit whose mission relates to a newsworthy cause.
  • Upcoming events. Remind your supporters about upcoming virtual events and activities. If you are hosting a virtual event, tell supporters about the unique experience it will bring and how they can access your live streamed video. 
  • Volunteer opportunities. Tell supporters about the opportunities you offer to contribute time rather than money. This is an especially important strategy to engage your Millennial supporters, who tend to view contributions of time equally valuable as monetary contributions. 

Asking for things other than money emphasizes to your supporters that your nonprofit prioritizes engagement first. It’s easy to view organizations that prioritize money as greedy or rapacious. However, those who focus on the engagement of supporters come across as more humane and caring about those who support them. 

5. Keep interactions personal.

When you get into the nitty-gritty of communication with your supporters, one of the best ways to show them that you care is to make sure all messages have a personal touch. 

This means that rather than sending the same message out to all of your supporters, you should make sure to include details in the communications that signal to the supporter that the message was intended specifically for them. Some strategies to incorporate these details include: 

  • Address donors by name in all communications. Make sure your software supports this idea. There’s nothing less personal than addressing a letter or email, “to whom it may concern.” 
  • Make personal notes about donors to pull into conversations. Keep notes in their profile in your donor database about family members, pets, and past interactions. This shows that you remember personal details about each individual supporter. 
  • Consider the trends in giving and marketing response so that when you reach out to supporters, you can offer them their preferred method of communication and preferred platforms for giving. 

Personal interactions are how you show your supporters that you care about their individuality. While sometimes supporters may overlook these little steps, they’re sure to notice if you miss the opportunities for personalized messages. 


Your supporters are much more than just piggy banks for your nonprofit. They provide the tools and support that you need to succeed. Building a relationship with them is a two-way street. Just as they work to get to know your nonprofit and your mission, you need to work to get to know them. 

With these five tips, your organization is on its way to better functioning relationships with donors. Good luck!


About the Author: Jay Love

Co-Founder and current Chief Relationship Officer at Bloomerang

He has served this sector for 33 years and is considered the most well-known senior statesman whose advice is sought constantly.

Prior to Bloomerang, he was the CEO and Co-Founder of eTapestry for 11 years, which at the time was the leading SaaS technology company serving the charity sector. Jay and his team grew the company to more than 10,000 nonprofit clients, charting a decade of record growth.

He is a graduate of Butler University with a B.S. in Business Administration. Over the years, he has given more than 2,500 speeches around the world for the charity sector and is often the voice of new technology for fundraisers.

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How to Turn a Giving Day into a Volunteer Recruitment Engine

During #GivingTuesdayNow, Neon One helped power giving events that helped 15,369 people pledge 515,778 volunteer hours in their communities. That is a lot of generosity! Yet how can your organization take the momentum that comes from a giving day and turn that into year round energy for your new volunteers.

Let’s unpack the three key steps you can take to engage new volunteers that you’ve recruited from a community giving event. 

Welcome Them

Your organization should treat your new volunteers the same way you should be treating new donors – with an enthusiastic embrace. Creating a series of communications and programs that help energize your new volunteers will go a long way in keeping them with your organization for a long time. Here’s a few ideas on how to kickstart this for your organization:

  • Host a virtual celebration of these new volunteers, updating them on the success you had with the giving event itself
  • Create an onboarding email series that is triggered by their start date with your organization
  • Give them a gift from your organization – it can be as simple as a sticker of your organization’s logo that they can put on their laptop

Personalized Training

Studies show that up to ⅓ of volunteers stop supporting their organization after one year, so ensuring that they feel supported as early as possible is key to maintaining the energy that comes from a giving day. There are a few simple yet effective strategies your organization can put into place to ensure long term success with your volunteers:

Report Back

Just like donors want to know the impact of their contributions, volunteers are going to want to understand how the work they’re doing is creating a positive impact in the mission that they are supporting. Here’s a few ways that your organization can create a feedback loop that keeps volunteers engaged and potentially turns them into donors as well

  • Create a dedicated newsletter for volunteers that spotlights the work that individuals and groups are doing as well as telling stories about the programs they are supporting
  • Carve out a section in your annual report that is specific to the work that volunteers are doing, intentionally spotlighting a volunteer that you recruited from your successful giving day
  • Create a retrospective one year later about the volunteers you recruited on your giving event and include them in any promotion you do for the giving event in the next year, including interviewing them on a live stream

By employing these strategies and tactics, your organization will be able to turn the energy created from the moment of a giving event into momentum that powers your volunteer team for the rest of the year and into the future.

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The Cystic Fibrosis Foundation

Each year, around 1,000 men, women and children are diagnosed with Cystic Fibrosis (CF), a life-threatening condition that has no cure…yet. One organization hopes to change all that–as well as to improve the quality of life for those living with CF today. The Cystic Fibrosis Foundation is a donor-supported nonprofit that supports the development of new drugs and provides pharmaceuticals and care centers for those affected by CF. Their ultimate goal? To find a cure.

CFF
CFF

“We are here to advocate for people affected by Cystic Fibrosis. We are here to support them,” says Mitch Allen, the Logistics Specialist for the Iowa Chapter of the Cystic Fibrosis Foundation. Originally from California, Mitch moved to Iowa to champion the cause of CF families and friends through the Iowa Chapter. “Our organization as a whole believes in hope,” says Mitch. “Our chapter is only one of over 70 chapters nationally, but we are all part of the Cystic Fibrosis Foundation. Therefore, we all follow the same guidelines, and we are not the only chapter focused on attacking the issues of CF.”

The Cystic Fibrosis Foundation is the world’s leader in the search for a cure for cystic fibrosis. The Foundation funds more CF research than any other organization, and nearly every CF drug available today was made possible because of Foundation support. Based in Bethesda, Md., the Foundation also supports and accredits a national care center network that has been recognized by the National Institutes of Health as a model of care for a chronic disease. The CF Foundation is a donor-supported nonprofit organization. For more information, please go to www.cff.org.

CFF
CFF

Currently, there are around 30,000 people nationally and 70,000 worldwide who are living with Cystic Fibrosis. “Relatively speaking, not that many people have it,” says Mitch. Because of this, the CFF doesn’t receive any federal funding. “We are truly successful because of our donors and their families.” Some of the organization’s big fundraisers include the Great Strides state-wide awareness walks, wine and cuisine galas, and the Aptalis Cycle for Life event. The CFF is grass-roots driven; they’ve garnered support by weaving their cause into the fabric of many Iowa communities.

Last summer's "Color Run" in Oklahoma City raised thousands of dollars for the Cystic Fibrosis Foundation. Photo cred: www.theladyokieblog.com
Last summer’s “Color Run” in Oklahoma City raised thousands of dollars for the Cystic Fibrosis Foundation. Photo cred: www.theladyokieblog.com

“We want to be the best steward we can be with the money that’s donated,” says Mitch. “We brag about how efficient we are.” He laughs, but they certainly do have something to brag about. The Cystic Fibrosis Foundation has some of the lowest overhead costs in the nation, and they consistently reach back to their donors to update them with recent pharmaceutical breakthroughs.

 

Before they began using VolunteerLocal, these crucial fundraising events (which require at least 750 volunteers annually) were managed with Word documents, email chains and–you guessed it–excel spreadsheets. “It was haphazard at best,” says Mitch. “VolunteerLocal has worked very well for us. Our good friends at the Iowa Craft Brew Tent said ‘you have to try this software!’ and we’re glad we did. We rely heavily on our volunteers. I would absolutely recommend VolunteerLocal to other organizations.”

Everyday, thousands of Americans face this disease with bravery, hope and optimism. We’re proud to stand alongside the Cystic Fibrosis Foundation to improve the quality of their lives until a cure is found.

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