nonprofit fundraising

Poor Donation Forms Losing You Revenue? 7 Changes to Make

Guest Blogger

Online donation forms don’t just offer a convenient avenue for donors to support your mission. These pages anchor your nonprofit’s entire online fundraising presence. Donation forms are used in all online fundraising drives, from crowdfunding and peer-to-peer campaigns to annual events like Giving Tuesday. In other words, they’re one of the most utilized points of connection between your nonprofit and your supporters. 

As technological advances and social-distancing restrictions force nonprofits to find ways to connect with supporters using modern tech tools, you can’t afford to have a messy, confusing, or poorly-designed giving page. Streamlining and optimizing your donation forms attracts more supporters to your cause and encourages donors to give more, increasing your online fundraising revenue. 

At Donately, we’ve helped plenty of nonprofits improve their online fundraising strategies using our dedicated donation pages. We’ve identified several improvements to make to your organization’s online giving page, so you can maximize your revenue. To optimize your donation forms, be sure to: 

  1. Share your story.
  2. Optimize your forms for all devices.
  3. Improve user accessibility.
  4. Adhere to your organization’s branding and style guidelines.
  5. Add suggested donation amounts.
  6. Include recurring giving options.
  7. Reassure donors with a secure giving process.

With just a few relatively simple adjustments, your digital donation forms can be transformed to drive your organization’s online fundraising. To help make these adjustments, be sure to start with an online donation platform that makes it easy to create a well-designed donation page, even without any coding experience. Let’s jump right in!

1. Share your story.

The heart of your nonprofit is your mission’s story. Since your donation form is one of the most visible donor-facing aspects of your online fundraising strategy, be sure to share your organization’s story in a concise yet powerful way to appeal to both long-term and casual supporters alike. 

Work with your team to construct a compelling description of your nonprofit’s mission that captures the essence of your organization, commands reader attention, and motivates supporters to give. Place this summary alongside or above your donation form fields to catch readers’ attention as soon as they click your form. 

The best nonprofit donation forms capture the attention of not only dedicated donors and volunteers but also those donors who encounter your site via a peer-to-peer or social media crowdfunding campaign. They might not have as much information on your organization’s purpose and work, so your donation page can be an effective gateway to get more people on board with your cause. 

2. Optimize your forms for all screens. 

These days, supporters aren’t just reaching your nonprofit’s website on their desktop computers. They’re using phones, tablets, and other devices to browse the internet and their social media feeds. In fact, according to Double the Donation’s nonprofit fundraising statistics page, half of last year’s nonprofit website traffic came from people using a mobile device or tablet. 

Therefore, you must take critical steps to optimize your organization’s donation forms with formatting that’s responsive to all digital screens. Plenty of donation page platforms allow you to view how your page will look across desktop, mobile, and tablet screens. Take a look at these different versions to ensure everything looks normal and that the formatting is correct for each screen. 

When you optimize your donation forms for all screens, you’ll improve:

  • Responsiveness. Your donation page will be responsive and automatically adjust to fit mobile, tablet, and laptop screens. This allows you to avoid any frustration from your supporters when they attempt to navigate your donation forms. Otherwise, their frustration could lead to less support for your mission. 
  • Convenience. When donors can quickly give to your cause from their favorite devices, it enhances the convenience of your donation forms and ensures donors won’t abandon the form because they can’t read it or because the formatting is wonky on their device. 
  • Shareability. In addition to donating, you want to make it as easy as possible for supporters to share your donation pages as well. Optimizing donation pages so they can be shared on any screen and any digital platform (such as social media and email) ensures supporters can easily spread the word about your mission.

Today’s donors are increasingly on-the-go and will appreciate being able to support your cause from wherever they are. By taking the necessary steps to optimize your forms, you’ll also ensure you aren’t excluding anyone who wants to give to your organization online, which boosts digital fundraising revenue. 

3. Improve user accessibility.

Not only is it important to improve your donation form’s responsiveness to ensure people using any device can read your page, but it’s also important to improve accessibility all-around. That way, people of any ability can access and use your donation forms. 

Improving the accessibility of your online donation forms and pages ensures your website is inclusive and can be used by everyone. To boost the accessibility of your donation forms and ensure your website complies with the specifications of the Americans with Disabilities Act (ADA), there are a few design improvements you can make right now if you haven’t already:

  • Give the page a clear title, and ensure form fields include proper instructions or labels.
  • Provide alternative text options for any images on your donation page so those using screen readers can understand what’s being displayed.
  • Avoid low-contrast color palettes that make it difficult or impossible for users with visual impairments to interpret your page.
  • Organize your page logically using a hierarchical structure with heading tags.

This is just a brief overview of everything that goes into website and web page accessibility, so be sure to check out DNL OmniMedia’s overview of nonprofit web accessibility for more information. According to the guide, “the single biggest benefit of creating a compliant website is that accessibility and usability go hand in hand.” In the process of creating a more inclusive website, you improve the user experience for all supporters by making your website easier to navigate and interact with. 

The more you focus on inclusiveness and accessibility, the more people will be able to interact with your forms, and the more useful your forms will be for soliciting online donations. 

4. Adhere to your organization’s branding and style guidelines.

Your volunteers and other long-time supporters are already familiar with your organization’s brand specifics such as your logo, font styles, and colors. Use this familiarity to your advantage by designing your online donation page with your nonprofit’s brand guidelines in mind. 

This reassures supporters that their donations are going to the right place. Plus, it creates a uniform, professional page to draw in a wider audience. Casual supporters or people who encounter your site on their social media feeds will be more likely to interact with your donation page if it’s streamlined and polished. 

When creating your donation page, make sure that: 

  • Your page uses the same font styles as your marketing materials or other communications. 
  • Your introductory paragraph includes eye-catching, useful images or graphics that illuminate your mission and use your organization’s brand colors. 
  • Any copy is written in your organization’s tone/voice. 

Paying attention to these details ensures your page is primed to appeal to both long-time supporters and those who randomly encounter your page in the course of their internet browsing. 

To maximize your donation page for online fundraising success, there are a few simple tips and tricks that influence donors to give more. One tip is to add suggested donation amounts to your online form. 

5. Add suggested donation amounts.

According to Donately’s online fundraising guide, including suggested donation amounts within your donation page form fields streamlines the process for donors and boosts fundraising support.  

Without suggested donation amounts, supporters won’t have a good idea of what kinds of donations you’re looking for, which can lead to a wide range of donations that mostly fall on the lower end. It also can discourage supporters from giving in larger amounts. On the other hand, adding a few pre-filled suggestions to your form encourages donors to give in those exact amounts. 

Be sure to also include a custom donation field so you don’t discourage those who can’t give as much right now or those who’d like to make an even larger donation. These small changes to your forms speed up the giving process for donors, encouraging them to stick around and follow through with their donation.

For example, you could allow supporters to choose a donation amount of $25, $50, $250, or $1,000. Here’s what your form could look like (image to the right):

6. Include recurring giving options.

Another way to maximize the impact of your donation page is to make it easy and convenient for donors to sign up for your monthly giving program. Recurring gifts provide your organization with a more reliable revenue stream and give donors more flexibility in how they choose to give to your organization. 

Use your donation form as a jumping-off point to introduce donors to the program and encourage them to get involved. Create a section on your form that allows donors to turn their one-time donation into a monthly, quarterly, or yearly donation. Don’t forget to include a brief description of your monthly donation program, including information on what the donations go toward (whether it’s a specific program, project, or your organization as a whole). 

Be sure to also provide supporters with a way to manage and update their monthly donations themselves to save your staff time and effort. In turn, you’ll strengthen your relationship with supporters by making it as easy as possible for them to deepen their commitment through your monthly giving program. 

7. Reassure donors with a secure giving process.

According to this page of fundraising statistics, 63% of donors in the U.S. and Canada prefer making an online donation using a credit or debit card. That means you must facilitate a secure process for donors to input their payment information and reassure them that their information will remain safe. 

To help in this process, invest in dedicated nonprofit payment processing tools that streamline the process on your end and protect donors’ information. Find a system that:

  • Offers flexible payment processing options.
  • Handles data securely and generates reports for your staff to review.
  • Is simple to start up and operate. 

Your payment processor will protect donors’ credit and debit card information via a payment gateway. Donation processing tools can optimize these donor-facing aspects of your fundraising process to ensure your donation form is equipped to facilitate a greater fundraising effort. 

Don’t let a poor donation form slow down your fundraising efforts. Bring better fundraising practices into this year with an effective donation page that drives revenue to your nonprofit and ultimately enables you to help more people through your organization’s work. And remember, a strong giving form starts with the right technology and a dedicated platform to take your online fundraising efforts to the next level. Good luck!

About the Author: Andrew Berry

Andrew is the head of marketing and customer success for Donately. After getting involved with nonprofits at a young age, he discovered a passion for helping the organizations that are making the world a better place. Knowing how vital online fundraising has become, his goal is to help nonprofits raise more money online each year! In his spare time, you will find him cooking up dinner, playing with his dog or cheering on Boston sports teams.

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Integration Announcement: VolunteerLocal Chooses Double the Donation for Integrated Volunteer Grant Solution

Guest Blogger

A warm thanks to Julia Beltran and our integration partners at Double The Donation for this guest post!

Double the Donation is proud to debut its integrated partnership with VolunteerLocal, one of the most powerful volunteer management platforms. This duo has come together to offer 360MatchPro to nonprofits, event planners and volunteer coordinators of all types through its seamless integration.

“Our volunteer grant integration with 360MatchPro will take the mystery out of volunteer grant submissions,” said Brian Hemesath, Founder of VolunteerLocal. “Volunteer coordinators can expect a simple way to contact eligible supporters and encourage them to submit their grants – leading to more funds for qualifying organizations.”

Through this new and innovative solution, organizations can now use 360MatchPro to identify volunteer grant-eligible supporters and guide them to their employer’s volunteer grant guidelines and submission steps directly after a volunteer shift. This technology helps organizations take advantage of corporate volunteer grant programs, which are offered by 40% of Fortune 500 companies.

“VolunteerLocal offers a range of features that are essential to an effective volunteer management strategy, and we are so excited to add volunteer grant outreach to their platform.” said Adam Weinger, President of Double the Donation. “This robust solution will help organizations everywhere take advantage of corporate volunteer grant opportunities.”

While volunteer grant opportunities are significant, many organizations miss out on these funds because of a lack of donor awareness and outreach. This solution can now educate supporters and help organizations take advantage of this revenue stream.

“Our organization is so excited to integrate 360MatchPro with our VolunteerLocal account,” said Lin Lu, Web Developer at AnitaB.org. “We now have a simple way to tailor volunteer grant outreach to eligible supporters. This valuable integration will help us raise more without any extra effort.”

With around 63 million Americans volunteering each year, the value of volunteerism is worth an estimated $175 billion annually. Using 360MatchPro and VolunteerLocal, organizations can educate their supporters and guide them to submit a volunteer grant application.

Start raising more from volunteer grants!

Activate in Seconds and Start Raising More from Volunteer Grants!

The 360MatchPro and VolunteerLocal integration process is simple, allowing your organization to quickly enhance your volunteer grant fundraising initiatives. To get started, just enter your API keys within your VolunteerLocal account to activate the integration, and then add the 360MatchPro search field to your event or application forms.

This process allows your volunteers to enter their employer information as they sign up for a volunteer shift. The search tool provides suggestions as the user types, ensuring the volunteer enters their correct employer. This tool even takes spelling errors, parent companies, and subsidiary companies into account. 360MatchPro then automatically checks to see if this volunteer could be eligible for a volunteer grant through their employer’s corporate philanthropy program. This means your supporters can identify themselves as volunteer grant-eligible simply by entering employment information during their natural sign up process.

VolunteerLocal sign up form

Your organization can then sync this information into 360MatchPro to kickoff automated outreach streams. These messages are completely customizable, and they allow your supporters to learn more about their volunteer grant programs alongside actionable instructions to submit a volunteer grant request. Using 360MatchPro and VolunteerLocal, you can learn valuable volunteer insights and encourage your supporters to submit volunteer grant requests, leading to greater revenue for your organization without any unnecessary effort!

Drive More Volunteer Grant Submissions to Completion with 360MatchPro!

Drive More Volunteer Grant Submissions to Completion with 360MatchPro!

360MatchPro and VolunteerLocal use their innovative solution to fuel support for your organization.

With these features, you can:

  • Identify more volunteer grant revenue opportunities: 360MatchPro enables you to automatically collect volunteer grant eligibility from supporters using email domains, within donation forms, on confirmation screens, or by email. The more volunteer grant opportunities 360MatchPro discovers and shares with donors, the more volunteer grant requests your donors will successfully submit.
  • Drive more grant requests to completion, from form submission to corporate payment: Direct supporters to their volunteer grant submission process after their volunteer shift is complete. Then, provide the right information to the right supporters at the right time with custom emails based on eligibility. Target follow-ups drive more completed submissions than ever before, bringing exponentially more volunteer grant checks from companies through your door.
  • Reallocate your time from routine follow-up to your top opportunities: Your time is valuable, so why spend it chasing volunteer grants? Let 360MatchPro automate your volunteer grant outreach while flagging your highest-value opportunities, allowing your team to personalize follow-ups to the most valuable volunteer grant-eligible supporters. Rest easy knowing that 360MatchPro can handle the rest.

Ready to learn more or get started? Schedule a personalized demo to see how 360MatchPro can fit your organization’s needs and drive donations through company gift matching.

About VolunteerLocal: VolunteerLocal is a user-friendly volunteer management platform used by nonprofits, event planners and volunteer coordinators of all types. This powerful software is designed to help your organization schedule volunteers, recruit groups, collect supporter data and more to ensure your volunteer management system is both efficient and effective. Interested in learning more? Check out their website.

About Double the Donation: Automate your matching gift and volunteer grant fundraising with the industry-leading solution from Double the Donation. The 360MatchPro platform provides nonprofits with tools to identify match-eligible donors, drive matches to completion, and gain actionable insights. 360MatchPro integrates directly into donation forms, CRMs, social fundraising software, and other nonprofit technology solutions to capture employment information and follow up appropriately with donors about matching gifts.

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4 Tips for Building a Flexible Fundraising Strategy

Aly Sterling

Take a moment to think of your fundraising strategy like a rubber band.

If pressed, how much could you stretch this band? 

A rigid, unyielding rubber band might snap under tension. In this scenario, a lack of flexibility in your fundraising plan could make it much more difficult to bounce back from a crisis. Instead of quickly adapting to change, you’re forced to pick up broken pieces before starting from scratch. 

In contrast, a flexible fundraising plan will be more resilient. This rubber band can stretch and move to adjust to rapidly changing circumstances. 

We’ll go ahead and drop the analogy. An adaptable fundraising strategy will enable you to respond gracefully and creatively to unexpected challenges like the COVID-19 pandemic. 

At Aly Sterling Philanthropy, we partner with nonprofits to power strategic planning, fundraising, and board leadership solutions that allow them to thrive. Based on this extensive experience and our belief in the power of positivity, we recommend the following tips to enhance the flexibility of your fundraising strategy:

  1. Assess your current fundraising strategy.
  2. Lead with a strong case for support.
  3. Diversify your revenue streams.
  4. Offer versatile giving options.

While these suggestions are particularly applicable to the current circumstances, a strategic approach to fundraising will always be relevant. By embracing a fundraising plan that is adaptable, diverse and intentional, you’ll be well-positioned to drive your mission forward. Let’s get started.

  1. Assess your current fundraising strategy.

The best place to start when building a new fundraising strategy is evaluating the plan you currently have in place.

Is your current strategy sustainable and effective? Is it enabling you to reach your fundraising goals? Is it rigid and formulaic, or does it allow for adjustments as needs arise?

Dive into the data your nonprofit has collected from recent campaigns. If you already have a solid data management system in place, it should be simple to pull a report and evaluate the overall trends. Even if you have to take a little more time to compile a report manually, a deeper understanding of your current strategy will be well worth the effort.

This assessment will clarify which tactics are working well and which are underperforming or need improvements. Then, you can refocus your efforts on the most critical activities and make adjustments as needed.

While a full feasibility study isn’t practical unless you’re planning for a capital campaign, your data can still reveal a variety of actionable insights. For example, consider the following questions:

  • What is your donor retention rate year-over-year? What about campaign-to-campaign?
  • Have your recent fundraising goals been set at an attainable level?
  • What percentage of your supporters participated in your last campaign? How does this differ across different types of campaigns?
  • On what platform are your supporters most likely to engage with you? Do you have more success with email, direct mail or social media?
  • Do you have a defined donor recognition policy? How do you convey appreciation to different categories of donors? 

These are just a few of the questions to get you thinking about the state of your fundraising strategy. As you answer them with respect to 2020, take into account any challenges presented by the COVID-19 pandemic. If you experienced setbacks, what would have made the adjustment process run more smoothly?

Then, use this information to set your goal. Even a flexible fundraising plan needs a target! With an ambitious but achievable fundraising goal, your team will be energized and motivated to make it happen. 

  1. Lead with a strong case for support.

Whether you’re preparing for a massive capital campaign or simply refreshing the text on your online donation page, you need a strong case for support.

This statement is what convinces donors why your nonprofit deserves their attention and contributions. Specifically, it should communicate your unique value proposition and share what sets your work apart from other organizations dedicated to similar causes. It should also align with your overall mission statement and strategic plan.

As you prepare your case for support, be sure to articulate the following elements:

  • A clear vision. Do you have a well-defined plan to solve a demonstrated problem?
  • A sense of urgency. Why should the prospect give now? 
  • An investment proposition. What results will the prospect’s gift be able to generate?
  • A call to action. How can the prospect help you achieve your vision?

Overall, a strong case for support builds trust and faith in your organization. When your donors trust that you’ll use their gift wisely, they will continue to have confidence in your work even if you need to make a change.

Additionally, it will be easier to adjust your fundraising strategy if you have a strong foundation to build upon. Your case for support can act as your north star, guiding your efforts even in a turbulent environment.

3. Diversify your revenue streams.

One sign of an inflexible fundraising plan is total dependence on just one or two funding sources. 

If your plan includes just a handful of major donors or relies on a large fundraising event, that could lead to a disastrous halt in your work if something falls through. Putting all of your fundraising eggs in one basket leaves you vulnerable to crisis or even just a change of heart.

By diversifying your revenue streams, your nonprofit will be more resilient and sustainable.

If the evaluation of your current fundraising strategy revealed little variation in your revenue streams, do your homework to explore new sources of funding. 

For example, funding from foundations, government entities and other grant-giving institutions can make a huge difference in your bottom line. However, since they can be extremely competitive, it’s best to treat grant funding as unpredictable. In other words, don’t count your grant dollars before they’re in the door!

You could also consider exploring donor-advised funds (DAFs) as a potential source of revenue. A donor-advised fund is a giving vehicle that holds charitable assets for future contributions. These accounts are attractive to donors due to their financial benefits, as well as for being a hands-off approach. DAFs are managed by sponsoring organizations including community foundations and commercial sponsors. If your nonprofit forms a relationship with one of these sponsors, you may be connected to dozens or even hundreds of donors.

As you target one or more of these sources, be sure to tailor your ask appropriately. While you should tie each request for funding back to the same case for support, the language and appeals you use should be customized to the recipient. Then, after you’ve secured the funding, create a plan for intentionally stewarding this new relationship. 

If this feels overwhelming on top of your usual workload, consider consulting an expert to help you identify and pursue new funding opportunities. As you start the consultant search, the Aly Sterling Philanthropy guide to hiring a fundraising consultant offers some helpful tips to find the right partner for your organization’s specific needs.

4. Offer versatile giving options.

In addition to diversifying your revenue streams, you should also diversify the opportunities that individual donors have to give. 

As you approach each fundraising conversation, you should have a number in mind based on your previous prospect research, gift range chart, and overall goal. But if the answer to that request is a no, come armed with alternatives. 

Think of these options less like a back-up plan and more as a solution for donors who are passionate about your mission but currently unable to make a major gift. You might present the following alternative giving opportunities:

  • Recurring gift program. Consider amping up your recurring gift program to create a predictable revenue stream. Even small monthly gifts can make an impact when multiplied over the course of the year, and they’re often more accessible to a wider range of your supporters.
  • Matching gifts. Many companies will match employee gifts to eligible 501(c)(3) nonprofit organizations, but sometimes these programs are underutilized. According to re:Charity’s guide to matching gifts, somewhere between $4 and $7 billion dollars in matching gift revenue goes unclaimed every year. To maximize this potentially valuable funding source, spread awareness of matching gifts among your supporters or use a dedicated database to identify gifts that could be submitted for a match.
  • Pledged gifts. Allow donors to commit to supporting your cause at a future date without needing to pull out their checkbooks just yet. By counting on pledges of a certain amount later in the year, you can better plan for future funding while giving the donor time to plan for the gift.  

Loyal supporters will appreciate this flexibility if they experience any financial setbacks. And when the economy recovers (as it always does), your relationships with these supporters will still be thriving.  

Bonus Tip: Consider bringing in a consultant to provide expertise and perspective as you develop your flexible fundraising strategy. Most importantly, the right consultant can help you prioritize relationships with supporters and facilitate even deeper connections. This list of nonprofit consultants includes firms in different areas of expertise, including stewardship. Even if your exact plans for gift solicitation need to change, you’ll still need to rely on relationships to pursue your mission. 

As we move into 2021, it’s time to refocus your efforts and create a fundraising strategy that can weather any storm. By leading with relationships and a flexible approach, you’ll be better able to reach your fundraising goals. Good luck!

About the Author: Aly Sterling

Long before Aly Sterling founded her eponymous consulting firm, she was solving the unique yet similar problems encountered by nonprofit organizations.

Her decision to start her own business in 2007 was driven by her belief in leadership as the single most important factor in organizational success, and her determination to work with multiple causes at one time to scale societal change.

Aly’s expertise includes fundraising, strategic planning, search consultation and board leadership development for the well-positioned nonprofit. She is regularly sought for comment by trade and mainstream media, including the Chronicle of Philanthropy and U.S. News & World Report. She has contributed to publications of BoardSource and The Governance Institute, as well as the Toledo Chamber of Commerce and The Giving Institute.

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5 Strategies for Smarter Fundraising While Working from Home

Salsa Labs

Traditionally, the idea of working from home conjured images of lounging in sweatpants and less-than-stellar productivity. But as we’ve learned since the start of the COVID-19 pandemic, it’s possible to still accomplish key goals and drive missions forward outside the office.

With the right tools and processes, all kinds of organizations have been able to adapt to the work-from-home (WFH) environment with great success, and the nonprofit sector is no exception. Fundraising professionals have navigated uncharted territory to engage supporters, raise critical funds, and conduct day-to-day operations all from the comfort of home offices. 


As the year draws to a close, it’s time to take stock of your WFH plans and make adjustments to align with best practices. After all, the end of social distancing isn’t on the horizon anytime soon, and you don’t want to lose momentum. With powerful technology and data-informed strategies, you can still achieve your online fundraising goals while working from home.

At SalsaLabs, we specialize in helping nonprofits leverage technology to work more efficiently and boost their fundraising potential. We’ve seen how nonprofits in the field incorporate innovative tools into their WFH routines with great success. So, we’ve compiled a list of tips to help drive your virtual fundraising efforts forward:

  1. Use data to drive more effective communications.
  2. Explore diverse revenue streams.
  3. Host engaging virtual events.
  4. Leverage machine learning technology.
  5. Make use of marketing automation. 

While a remote work environment may not facilitate in-person conversations, there are still plenty of opportunities to connect with supporters through virtual means. Technology can help you build on your existing donor data for time-saving and informed outreach, which can create even more effective fundraising processes. Let’s jump in.

1. Use data to drive more effective communications.

When you can’t connect with your community in person, your online communications are even more critical. If a donor’s primary touchpoint with your nonprofit this year is via email, your messaging needs to make each individual feel recognized, appreciated, and capable of making an impact.

The best way to accomplish these goals is to leverage supporter data when crafting your campaigns. Instead of sending impersonal emails to everyone on your mailing list, you can target groups or even individuals for a more relevant and personalized message.

You can use available donor data to:

  • Create segments of donors. Create segments, or groups, based on key characteristics, then use these groups to send targeted messages. Studies show that segmentation can lead to up to a 760% increase in revenue! While the options for categorizing donors are nearly endless, you can sort groups by engagement type, giving preferences, or demographic information. For instance, you could start a campaign specifically targeting Gen Z supporters, or craft separate end-of-year thank-you emails to address volunteers, major donors, event attendees, and first-time donors in different ways.
  • Personalize messages to individuals. Adding a personal touch to outgoing messages can help your supporters feel seen and recognized. While adding the donor’s name to the subject line or greeting is a great start, you can go even further. Try incorporating details like a recent donation amount, event attendance history, or information specific to your mission (like a pet’s name if you work with an animal shelter). Marketing automation tools (which we’ll discuss in further detail later in this article) allow you to address each individual supporter without anyone needing to manually write in the information on individual messages.

These strategies allow you to take advantage of the valuable information in your donor database software for more engaging messaging and fundraising appeals. However, make sure you’re only using clean and well-organized data to execute these tasks. An email subject line addressed to the wrong supporter is worse than a generic one!

2. Explore diverse revenue streams.

This era of social distancing and economic uncertainty has proven the importance of diversifying your nonprofit’s revenue streams.

If you only rely on one fundraising platform, like an in-person event or a handful of major donors, you’ll be more vulnerable to unexpected changes.

A diverse range of revenue streams will help ensure your fundraising strategy is resilient, sustainable, and less susceptible to risks.

A few creative options worth exploring are:

  • Recurring gift campaign. Encouraging supporters to schedule recurring gifts can help you create a predictable stream of revenue. You may even consider providing branded items as a thank-you for their ongoing support as part of a membership program.
  • Grant opportunities. In the wake of COVID-19, grant-seeking institutions and corporations have both pledged to make funds more readily available to nonprofits. You can conduct research to look for opportunities in your area or look for large-scale programs by national funders.
  • Corporate philanthropy. Matching gifts programs are a remote-friendly way to maximize revenue from your supporters. According to this Double the Donation roundup of matching gift statistics, between $4 and $7 million dollars in eligible matching gifts go unclaimed every year! By focusing your efforts on matching gifts, you’ll unlock new opportunities for funding without much extra work for your team. To do this, you can create a campaign to spread awareness about matching gifts among your supporters, manually screen donations for matching gift eligibility, or use a comprehensive matching gift automation platform to streamline the process.
  • Peer-to-peer fundraising. Even though you can’t get together in person, your supporters can still use virtual strategies to share your organization with family and friends. This strategy allows you to leverage the networks of your supporters and reach an even larger audience.

By incorporating one or more of these strategies alongside your current fundraising efforts, you’ll be more prepared to survive if one of the streams dries up.

3. Host engaging virtual events.

While you may not be able to gather donors together in person, you can still create an exciting and community-focused virtual event. 

Not only can virtual events be powerful fundraisers, but they’re also opportunities to share your work with supporters, foster connections between supporters and your mission, and encourage supporters to form bonds amongst themselves. 

As this guide discusses, virtual events are often more economically feasible and widely accessible. Therefore, your organization will be able to engage even more attendees for a lower cost, boosting your profit.

You can host a fundraising-focused event like an online auction or virtual walk, or you can host virtual stewardship events. Any kind of virtual event can be used for stewardship if you don’t charge an admission fee—consider a virtual happy hour, book club, or dinner party as a few potential ideas.

While the primary goal of a stewardship event won’t be to raise money, it’s still an important component of a relationship-based fundraising strategy. Forming deeper connections now will prepare you for making more effective asks in the future.

If you decide to host a virtual event, be sure to plan ahead for potential technical issues. Share connection information with supporters well in advance, provide plenty of tech support for potential questions, and troubleshoot your virtual event platform ahead of time.

4. Make use of marketing automation. 

Marketing automation has been a growing nonprofit trend in recent years, and for good reason: it enables teams to work more effectively with limited resources. Marketing automation can help you level-up your remote fundraising efforts.

While marketing automation isn’t a substitute for a solid foundation of data, it unlocks the ability to contact the right person with the right message at the right time—without a staff member needing to hover over the send button. As long as you start with a solid understanding of your supporter base, automation can help you accelerate your outreach.

You can automate many aspects of your marketing strategy, including posting to social media, capturing leads via your website landing pages, or sending emails. One of the most popular ways to utilize automation technology is through an email stream, also known as a drip campaign.

Here’s how an email stream would work, with the example of a potential donor named Jack:

  1. Jack lands on your nonprofit’s website and signs up for your email newsletter.
  2. Jack receives a “welcome series” of emails once per week with more information about your nonprofit’s mission, current programs, ways to get involved, and how to donate.
  3. The series runs at a specified cadence until Jack completes the desired action (making a donation) or until a certain period of time has elapsed.

Your series could be just a few emails or it can be 10 emails over the course of a few months. All of those messages are sent without anyone on your staff actually pressing the send button, and, if crafted in a compelling way, can generate significant funds for your organization.

Beware, automation can’t fix a message that’s not relevant or interesting to your audience! Make sure each element of your automated campaign is based on the data you have available. Incorporating some of the other tips on this list (like personalization and segmentation) will help you do this.

5. Leverage machine learning technology.

Another powerful way tech can boost your fundraising while working from home is through machine learning. Essentially, machine learning allows computers to make sense of large data sets (like the information in your donor database) to find patterns and make predictions.

For example, machine learning can help you to:

  • Identify potential major donors.
  • Tailor ask amounts to a donor’s giving history.

One of the most advantageous aspects of machine learning is that it continues to improve over time. As more data is available, the analysis and predictions become more accurate. After all, it’s called machine learning for a reason!

To consider a specific example, Salsa’s SmartEngagement technology uses machine learning to power predictive analytics for donation pages. By taking into account all of the historical data you have on a supporter, the program can display optimized ask amounts on your donation form. This helps to increase conversion rates and to avoid the risk of missing out on funds from an ask that was too low.

If you have a large quantity of supporter data to sift through, consider looking for a CRM that offers machine learning capabilities so you can draw insights more efficiently. 

This year, nonprofit fundraisers have needed to adjust their plans and reinvent traditional strategies. While normal in-person fundraising is unlikely to resume for the time being, there are still plenty of ways you can raise money for your mission while staying safe. With these tech-savvy tips, your fundraising staff will be well-positioned for success. Good luck!

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4 Tips for Choosing Your Nonprofit Donor Database

Gerard Tonti

Choosing a donor database is a lot like hunting for the right romantic partner with online dating tools.

You are likely working from a long list of characteristics and browsing potential matches from brief descriptions and a few images. If you find something (or someone) that checks many of your boxes, you may schedule a demo—kind of like a first date. If the date goes well and the conditions are right, it could lead to wedding bells and a happy union between your sustainable nonprofit and a powerful CRM.

While choosing a donor management solution may not be an “until death do you part” level of commitment, but it’s still the first step in a long and successful relationship.

At SalsaLabs, we take on the role of matchmaker by helping nonprofits leverage powerful technology to meet their goals. To help you find a donor database that can be your team’s “other half,” we’ve compiled the following list of tips:

  • Create a project team, plan, and timeline.
  • Evaluate core functionality.
  • Consider compatibility with the rest of your tech stack.
  • Determine what additional features are essential for your organization.

The right donor database will support many aspects of your organization, from fundraising to volunteer management. So before tying the knot, make sure it’s meant to be!

Create a project team, plan, and timeline.


Selecting a software solution is no small undertaking. This is true for any type of software, but considering the immense impact that your supporter database has on your organization and mission, it’s especially important to follow an organized procedure.

Before diving into the decision-making process, you’ll probably have a general idea of the features your nonprofit is looking for—after all, there’s a reason you’re in the market for a donor database!

Establishing a plan upfront will give you clearer guidelines for evaluating the available databases and ultimately narrowing down your options to a few top contenders.

Assemble a team. Make sure you have all of the right people on board to make the decision. Depending on the size of your organization, you’ll want to invite anywhere from 2 to 10 people to weigh in on the decision. You’ll want to include the individuals who are directly impacted by the new system, the biggest consumers of information from the system, and anyone else who will have valuable input. The team reviewing the software will also help determine who will be using the software, which, depending on the system you choose, may factor into the budget decision.

Set a budget. Donor databases are built with a range of organizations in mind. Consider data like your number of donors, annual fundraising capacity, and major gift revenue to come up with a price point that makes sense for you. Be sure to establish this financial metric early on so you don’t waste time considering tools that are out of reach. However, if you’re a small nonprofit, you should choose a donor database that can scale up as your organization grows. Finally, it’s important to look for any additional customization or implementation costs when evaluating the price tag of each option.

Create a requirements document. You’ll want to develop a list of major functions and features that the donor database needs. As you create this document, try to limit yourself to the essentials and stay away from hyper-specific items. In general, it’s best practice to focus on what you need to accomplish rather than exactly how. The rest of this article will outline some characteristics you may want to consider.

As you go through this process, insist on defining your project plan in writing. This will ensure you stay on track and find a donor database that meets your needs and expectations.

Evaluate core functionality.

When considering expectations for your potential donor database, there are some core features you should look for.

You’ll want to keep the following core features in the back of your mind throughout the process, even if your primary focus is more specific:

Donor profiles and contact information. In addition to standard fields like name, address, and geographic location, look for a system that allows for custom fields. This will ensure you can record details that are specific to your organization’s audience; for instance, if you’re looking for a donor database for an animal shelter, you may want to record whether each supporter is a dog or cat person as well as the names of their current pets.

Analytics and reporting. The goal of your donor management software is to be able to store and use data effectively. While virtually all CRMs will offer reporting and visualization features, the complexity and flexibility of these can vary. This one place where your project team will have invaluable input since the people who need to access these reports should be represented.

Both of these functions will come standard in most of the donor databases available on the market, but with a wide range of variation. The size of your organization and the required detail level of your donor profiles will help you determine how you need these features to operate. Consider what your organization needs to accomplish to decide the scope of features you need from a solution.

Consider compatibility with the rest of your tech stack.

Your donor database should integrate with the other tools your nonprofit relies on. If it’s incompatible with the other elements in your existing nonprofit technology ecosystem, it may not be a good fit for your organization.

Your donor database should track every engagement metric you have with supporters. As such, you’ll want to consider the systems that track different types of engagement opportunities. For instance, if a supporter signs up to attend an event and donates to your most recent event, you’ll want to be sure all of these metrics are recorded and analyzed by your nonprofit. While some databases may have one or more of these functions built-in, others will require separate solutions.

Consider whether your organization uses the following tools, and if they are compatible with the donor database of your choice:

Fundraising software. Since one of the core purposes of your donor database is to inform your fundraising strategy, you’ll want a software solution that integrates seamlessly with your fundraising software. As this article explains, some fundraising systems pair well with CRMs, and some don’t, so you’ll need to consider the capabilities of your fundraising software as well.

Volunteer management software. If a supporter volunteers regularly with your nonprofit, you want to record that information alongside your other donor data. To avoid manual input, look for a donor database that syncs with your existing VMS.

Matching gift software. Corporate matching gifts can be a huge source of revenue for your organization if you know how to take advantage of the programs. According to Double the Donation, an estimated $4 – $7 billion in matching gift funds goes unclaimed every year. If you connect your donor database with matching gifts software, you’ll be better able to identify supporters who are eligible for matched contributions.

Event registration tools. Whether you’re hosting in-person, online, or hybrid events, you’ll want accurate records of every attendee. It’s helpful to have CRM and event solutions that are well-integrated. Then, you’ll be able to segment and target supporters more specifically based on whether or not they attended a past event.

Communications technology. Make sure your CRM can integrate with the tech you’re using to connect with supporters. This includes more traditional methods like email marketing as well as newer practices such as texting and social media outreach. If your communications platform and CRM are well-integrated, you’ll be able to automate outreach based on other interactions in the database, ultimately increasing supporter engagement.

When all of your supporter data can flow freely throughout your tech stack, you’ll be equipped to build well-rounded relationships with each donor. Take stock of your existing software systems and find a donor database that pairs well with each, then add that information to your requirements document.

Determine what additional features are essential for your organization.

Once you move past core features and software integrations, you’ll want to start on a list of features that are critical to your nonprofit’s operations. This list will be the most important part of your search, but it will also take the most thought to develop.

Consider what processes you have in place that are a drain on your team’s time, then look for a donor database that allows you to automate them or even skip steps completely.

Here are a few examples of tools from Salsa’s nonprofit CRM to give you some ideas of additional features that may save your team time:

Communication tools. Fundraising campaigns and other outreach efforts are more efficient when they can be accomplished directly from your donor database.

Automation and scheduling. Automated marketing tools allow you to contact the right supporter, with the right message, at the right time.

Comprehensive donation tracking. You’ll likely want a donor database that can manage both online and offline donations, avoiding manual input.

Smarter engagement strategies. Based on the interaction data you have available, your CRM can recommend optimized engagement methods. These can even be queued up automatically with automation tools.

Of course, your organization’s needs are unique, so your project team should brainstorm and collaborate to determine your must-have features and add them to your requirements document.

With so many options available, choosing a donor database to meet your needs can feel like an arduous and overwhelming process. A CRM solution will help you get organized and better engage your supporters, so it’s wise to invest the time and energy upfront so you can reap the benefits for years to come. With these strategies in mind, you and your donor management software will be able to live happily ever after. Good luck!

About the Author: Gerard Tonti

Gerard Tonti is the Senior Creative Developer at Salsa Labs, the premier fundraising software company for growth-focused nonprofits.

Gerard’s marketing focus on content creation, conversion optimization and modern marketing technology helps him coach nonprofit development teams on digital fundraising best practices.

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